WBH ADVISORY INC Diversified Active

CIK: 0001259671 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 27, 2020

Total Value ($000): $489,069 (100.0% shares, 0.0% debt)

Holdings (244)

VGT Vngrd InfoTech 7.1%
Value ($000) $34,514 Shares 140,961 Est. Cost $80.65 Unrealized
VTI Vngrd Total Stk 4.6%
Value ($000) $22,602 Shares 138,139 Est. Cost $97.68 Unrealized
SUI Sun Communities 4.0%
Value ($000) $19,607 Shares 12,705 Est. Cost $78.43 Unrealized
SCHB Schwab US Broad 3.8%
Value ($000) $18,573 Shares 241,585 Est. Cost $56.40 Unrealized
VHT Vngrd Health 3.5%
Value ($000) $17,287 Shares 90,161 Est. Cost $91.84 Unrealized
VB Vngrd SmallCap 3.1%
Value ($000) $14,925 Shares 90,108 Est. Cost $97.41 Unrealized
VFH Vngrd Fin 2.6%
Value ($000) $12,536 Shares 164,350 Est. Cost $43.35 Unrealized
VXUS Vngrd Ttl Intl 2.5%
Value ($000) $12,331 Shares 221,426 Est. Cost $49.32 Unrealized
SPY SPDR S&P 500 2.5%
Value ($000) $12,148 Shares 37,744 Est. Cost $216.58 Unrealized
VEU Vngrd FTSE 2.0%
Value ($000) $9,993 Shares 185,917 Est. Cost $14.77 Unrealized
XLC Communication Select 1.7%
Value ($000) $8,228 Shares 153,423 Est. Cost $45.33 Unrealized
XLY Consumer Discr SPDR 1.5%
Value ($000) $7,304 Shares 58,239 Est. Cost $83.73 Unrealized
MSFT Microsoft Corp 1.4%
Value ($000) $7,059 Shares 44,765 Est. Cost $36.47 Unrealized +281.8%
XLV Healthcare SPDR 1.3%
Value ($000) $6,509 Shares 63,907 Est. Cost $75.69 Unrealized
AAPL Apple Computer 1.3%
Value ($000) $6,169 Shares 21,008 Est. Cost $23.23 Unrealized +167.0%
IJR iShares Core Mid Cap 1.2%
Value ($000) $6,057 Shares 72,244 Est. Cost $84.67 Unrealized
SCHX Schwab US Lg Cap 1.2%
Value ($000) $6,057 Shares 78,858 Est. Cost $59.06 Unrealized
XLF Financial Select 1.2%
Value ($000) $6,040 Shares 196,251 Est. Cost $23.82 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $5,965 Shares 40,896 Est. Cost $68.04 Unrealized +67.7%
XLI Industrial SPDR 1.2%
Value ($000) $5,762 Shares 70,735 Est. Cost $64.04 Unrealized
DIS Walt Disney 1.2%
Value ($000) $5,707 Shares 39,461 Est. Cost $57.46 Unrealized +136.2%
VGIT Vngrd Scottsdale Int Term Gov 1.2%
Value ($000) $5,662 Shares 85,922 Est. Cost $63.78 Unrealized
PG Procter & Gamble 1.1%
Value ($000) $5,425 Shares 43,438 Est. Cost $58.82 Unrealized +78.9%
XLE Energy Select SPDR 1.0%
Value ($000) $4,985 Shares 83,040 Est. Cost $245.44 Unrealized
SCHF Schwab Intl Equity 1.0%
Value ($000) $4,847 Shares 144,153 Est. Cost $30.73 Unrealized
XLK Technology SPDR 1.0%
Value ($000) $4,743 Shares 51,743 Est. Cost $47.27 Unrealized
MCD McDonalds 0.9%
Value ($000) $4,467 Shares 22,607 Est. Cost $72.67 Unrealized +136.6%
PEP PepsiCo 0.9%
Value ($000) $4,408 Shares 32,254 Est. Cost $58.87 Unrealized +91.6%
XLP Consumer Stpls SPDR 0.8%
Value ($000) $4,114 Shares 65,324 Est. Cost $51.74 Unrealized
ITOT iShares Core S&P US Stock 0.8%
Value ($000) $4,097 Shares 56,373 Est. Cost $52.07 Unrealized
Berkshire Htwy Cl B 0.8%
Value ($000) $3,840 Shares 16,958 Est. Cost $155.56 Unrealized
NKE Nike 0.7%
Value ($000) $3,605 Shares 35,592 Est. Cost $41.18 Unrealized +110.8%
QQQ Invesco QQQ Tst 0.7%
Value ($000) $3,478 Shares 16,358 Est. Cost $181.60 Unrealized
IEFA iShares Trust Core MSCI 0.7%
Value ($000) $3,364 Shares 51,566 Est. Cost $61.53 Unrealized
INTC Intel Corp 0.7%
Value ($000) $3,269 Shares 54,620 Est. Cost $19.69 Unrealized +150.1%
VCSH Vngrd S-Term Corp 0.7%
Value ($000) $3,262 Shares 40,265 Est. Cost $80.44 Unrealized
IEMG ishares Emerg Mkts 0.6%
Value ($000) $3,107 Shares 57,797 Est. Cost $50.47 Unrealized
MDY SPDR S&P Mid Cap 0.6%
Value ($000) $2,893 Shares 7,705 Est. Cost $346.19 Unrealized
VPU Vngrd Utilities 0.6%
Value ($000) $2,868 Shares 20,075 Est. Cost $91.94 Unrealized
CSCO Cisco Systems Inc 0.6%
Value ($000) $2,843 Shares 59,293 Est. Cost $22.94 Unrealized +68.1%
VWO Vngrd Emer Mkt 0.6%
Value ($000) $2,788 Shares 62,700 Est. Cost $39.13 Unrealized
XLRE Real Estate Select SPDR 0.5%
Value ($000) $2,513 Shares 64,989 Est. Cost $32.73 Unrealized
SCHE Schwab Emrg Mkt 0.5%
Value ($000) $2,482 Shares 90,701 Est. Cost $25.16 Unrealized
COST Costco 0.5%
Value ($000) $2,462 Shares 8,376 Est. Cost $90.25 Unrealized +200.9%
MMM 3M Company 0.5%
Value ($000) $2,308 Shares 13,085 Est. Cost $67.04 Unrealized +66.7%
XLU Utilities SPDR 0.5%
Value ($000) $2,232 Shares 34,551 Est. Cost $66.34 Unrealized
IJH iShares S&P Mid 0.5%
Value ($000) $2,205 Shares 10,715 Est. Cost $180.26 Unrealized
CMI Cummins Inc 0.4%
Value ($000) $2,184 Shares 12,209 Est. Cost $82.51 Unrealized +83.1%
YUM Yum! Brands Inc 0.4%
Value ($000) $2,141 Shares 21,263 Est. Cost $45.85 Unrealized +101.4%
VOX Vngrd Telecom 0.4%
Value ($000) $2,125 Shares 22,624 Est. Cost $79.72 Unrealized
MRK Merck 0.4%
Value ($000) $2,122 Shares 23,337 Est. Cost $33.33 Unrealized +102.7%
TRV Travelers Co 0.4%
Value ($000) $2,108 Shares 15,393 Est. Cost $70.04 Unrealized +70.3%
KMB Kimberly Clark 0.4%
Value ($000) $2,075 Shares 15,089 Est. Cost $72.57 Unrealized +49.9%
MKC McCormick 0.4%
Value ($000) $2,033 Shares 11,980 Est. Cost $42.93 Unrealized +70.7%
JPM J P Morgan 0.4%
Value ($000) $2,020 Shares 14,496 Est. Cost $52.61 Unrealized +106.6%
VZ Verizon Comm 0.4%
Value ($000) $2,011 Shares 32,767 Est. Cost $30.68 Unrealized +39.5%
PFE Pfizer 0.4%
Value ($000) $1,986 Shares 50,691 Est. Cost $18.36 Unrealized +45.4%
LLY Eli Lilly Company 0.4%
Value ($000) $1,886 Shares 14,351 Est. Cost $55.15 Unrealized +95.0%
BA Boeing Co 0.4%
Value ($000) $1,817 Shares 5,578 Est. Cost $134.34 Unrealized +161.3%
KO Coca-Cola Company 0.4%
Value ($000) $1,815 Shares 32,798 Est. Cost $29.25 Unrealized +52.2%
V Visa 0.4%
Value ($000) $1,761 Shares 9,372 Est. Cost $57.80 Unrealized +198.5%
VEA Vngrd Dev Mkt 0.4%
Value ($000) $1,757 Shares 39,884 Est. Cost $42.17 Unrealized
SBUX Starbucks 0.4%
Value ($000) $1,740 Shares 19,793 Est. Cost $33.35 Unrealized +123.3%
CVX Chevron Corp 0.4%
Value ($000) $1,716 Shares 14,244 Est. Cost $71.57 Unrealized +25.3%
BND Vngrd Ttl Bond 0.3%
Value ($000) $1,711 Shares 20,408 Est. Cost $83.63 Unrealized
BAC BankAmerica 0.3%
Value ($000) $1,680 Shares 47,708 Est. Cost $14.25 Unrealized +95.0%
VIS Vngrd Industrials 0.3%
Value ($000) $1,651 Shares 10,734 Est. Cost $106.04 Unrealized
XOM Exxon Mobil 0.3%
Value ($000) $1,643 Shares 23,554 Est. Cost $54.16 Unrealized -3.9%
SCHA Schwab US Sml Cap 0.3%
Value ($000) $1,632 Shares 21,579 Est. Cost $61.93 Unrealized
LOW Lowes 0.3%
Value ($000) $1,605 Shares 13,407 Est. Cost $32.16 Unrealized +218.3%
NSC Norfolk Southern 0.3%
Value ($000) $1,593 Shares 8,210 Est. Cost $58.13 Unrealized +184.8%
T A T & T 0.3%
Value ($000) $1,589 Shares 40,663 Est. Cost $14.22 Unrealized +32.7%
SCHD Schwab US Dividend 0.3%
Value ($000) $1,584 Shares 27,354 Est. Cost $49.41 Unrealized
VO Vngrd Mid Cap 0.3%
Value ($000) $1,526 Shares 8,567 Est. Cost $127.39 Unrealized
AMT Amer Tower 0.3%
Value ($000) $1,519 Shares 6,610 Est. Cost $66.92 Unrealized +174.7%
United Tech 0.3%
Value ($000) $1,497 Shares 10,000 Est. Cost $94.02 Unrealized
CSX CSX Corp 0.3%
Value ($000) $1,457 Shares 20,147 Est. Cost $6.72 Unrealized +223.9%
VDE Vngrd Energy 0.3%
Value ($000) $1,426 Shares 17,505 Est. Cost $87.13 Unrealized
DVY iShares Select Div 0.3%
Value ($000) $1,407 Shares 13,321 Est. Cost $92.33 Unrealized
AMZN Amazon com 0.3%
Value ($000) $1,400 Shares 758 Est. Cost $28.81 Unrealized +207.3%
WMT Walmart Stores 0.3%
Value ($000) $1,370 Shares 11,535 Est. Cost $20.97 Unrealized +73.5%
ABT Abbott Labs 0.3%
Value ($000) $1,369 Shares 15,768 Est. Cost $32.68 Unrealized +130.4%
META Facebook 0.3%
Value ($000) $1,363 Shares 6,641 Est. Cost $101.82 Unrealized +88.9%
WM Waste Mgmt 0.3%
Value ($000) $1,326 Shares 11,636 Est. Cost $35.67 Unrealized +186.2%
TGT Target Inc 0.3%
Value ($000) $1,316 Shares 10,265 Est. Cost $48.82 Unrealized +104.5%
NOC Northrop Grumman 0.3%
Value ($000) $1,314 Shares 3,821 Est. Cost $68.37 Unrealized +364.6%
BMY Bristol Myers 0.3%
Value ($000) $1,302 Shares 20,298 Est. Cost $34.86 Unrealized +29.6%
HD Home Depot 0.3%
Value ($000) $1,289 Shares 5,903 Est. Cost $90.17 Unrealized +116.3%
CAT Caterpillar Inc 0.3%
Value ($000) $1,267 Shares 8,583 Est. Cost $66.39 Unrealized +85.3%
MA Mastercard 0.2%
Value ($000) $1,216 Shares 4,075 Est. Cost $73.08 Unrealized +273.0%
GOOG Alphabet Inc Cl C 0.2%
Value ($000) $1,172 Shares 877 Est. Cost $38.77 Unrealized +65.2%
CL ColgatePalmolive 0.2%
Value ($000) $1,134 Shares 16,474 Est. Cost $44.42 Unrealized +33.1%
VDC Vngrd Cons Spls 0.2%
Value ($000) $1,108 Shares 6,877 Est. Cost $128.66 Unrealized
HON Honeywell Intl 0.2%
Value ($000) $1,106 Shares 6,249 Est. Cost $69.92 Unrealized +105.8%
NEE Nextera Energy 0.2%
Value ($000) $1,101 Shares 4,549 Est. Cost $24.73 Unrealized +102.8%
GOOGL Alphabet Inc Cl A 0.2%
Value ($000) $1,086 Shares 811 Est. Cost $40.50 Unrealized +58.1%
PRU Prudential Financial 0.2%
Value ($000) $1,079 Shares 11,518 Est. Cost $40.88 Unrealized +64.8%
VT Vngrd Total World 0.2%
Value ($000) $1,048 Shares 12,941 Est. Cost $58.91 Unrealized
IXUS Ishares CoreMSCI 0.2%
Value ($000) $1,040 Shares 16,811 Est. Cost $54.02 Unrealized
MAS Masco 0.2%
Value ($000) $1,035 Shares 21,569 Est. Cost $24.79 Unrealized +65.6%
VFC V F Corporation 0.2%
Value ($000) $1,032 Shares 10,360 Est. Cost $53.59 Unrealized +67.3%
ABBV Abbvie 0.2%
Value ($000) $1,028 Shares 11,619 Est. Cost $27.81 Unrealized +132.4%
CrownCastleIntl 0.2%
Value ($000) $1,021 Shares 7,185 Est. Cost $74.05 Unrealized
CE Celanese Corp 0.2%
Value ($000) $1,014 Shares 8,242 Est. Cost $38.50 Unrealized +185.1%
MO Altria Group Inc 0.2%
Value ($000) $1,003 Shares 20,107 Est. Cost $17.51 Unrealized +64.5%
SCHZ Schwb US Bond 0.2%
Value ($000) $1,003 Shares 18,786 Est. Cost $51.89 Unrealized
XLB Materials Select SPDR 0.2%
Value ($000) $996 Shares 16,228 Est. Cost $50.23 Unrealized
FDX FedEx Corp 0.2%
Value ($000) $992 Shares 6,566 Est. Cost $113.04 Unrealized +21.6%
SCHM Schwab US MidCap 0.2%
Value ($000) $986 Shares 16,395 Est. Cost $56.63 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $984 Shares 13,246 Est. Cost $45.90 Unrealized +25.9%
ORCL Oracle Corp 0.2%
Value ($000) $981 Shares 18,524 Est. Cost $27.84 Unrealized +81.1%
CMCSA Comcast 0.2%
Value ($000) $959 Shares 21,339 Est. Cost $25.95 Unrealized +45.9%
ADP ADP 0.2%
Value ($000) $928 Shares 5,446 Est. Cost $69.10 Unrealized +110.0%
VOO Vngrd S&P 500 0.2%
Value ($000) $927 Shares 3,137 Est. Cost $204.01 Unrealized
HDV iShares Core High Div 0.2%
Value ($000) $901 Shares 9,195 Est. Cost $92.91 Unrealized
PFM Invesco Div Achieve 0.2%
Value ($000) $888 Shares 28,931 Est. Cost $27.65 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $887 Shares 13,653 Est. Cost $41.27 Unrealized +14.3%
CB Chubb Ltd 0.2%
Value ($000) $883 Shares 5,674 Est. Cost $96.72 Unrealized +43.1%
UNP Union Pacific 0.2%
Value ($000) $871 Shares 4,822 Est. Cost $65.81 Unrealized +126.9%
Citigroup 0.2%
Value ($000) $824 Shares 10,325 Est. Cost $66.06 Unrealized
GSLC Goldman Sachs Equity 0.2%
Value ($000) $810 Shares 12,525 Est. Cost $42.09 Unrealized
PSA Public Storage 0.2%
Value ($000) $806 Shares 3,785 Est. Cost $156.55 Unrealized +9.2%
VNQ Vngrd REIT 0.2%
Value ($000) $799 Shares 8,611 Est. Cost $83.60 Unrealized
Duke Energy 0.2%
Value ($000) $789 Shares 8,660 Est. Cost $70.93 Unrealized
AJG AJ Gallagher Co 0.2%
Value ($000) $757 Shares 7,950 Est. Cost $33.72 Unrealized +152.4%
MET Metlife Inc 0.2%
Value ($000) $739 Shares 14,507 Est. Cost $25.59 Unrealized +53.7%
SWK StanleyBlackDecker 0.2%
Value ($000) $737 Shares 4,452 Est. Cost $67.60 Unrealized +90.2%
AEP Amer Electric 0.1%
Value ($000) $730 Shares 7,730 Est. Cost $30.50 Unrealized +143.5%
AXP Amer Express 0.1%
Value ($000) $722 Shares 5,802 Est. Cost $62.37 Unrealized +76.6%
INTU Intuit 0.1%
Value ($000) $708 Shares 2,705 Est. Cost $140.65 Unrealized +78.8%
IBM IBM 0.1%
Value ($000) $705 Shares 5,260 Est. Cost $104.08 Unrealized -4.0%
VTV Vngrd Value 0.1%
Value ($000) $684 Shares 5,709 Est. Cost $84.22 Unrealized
LMT Lockheed Martin 0.1%
Value ($000) $669 Shares 1,718 Est. Cost $125.81 Unrealized +158.2%
VCR Vngrd ConsDiscr 0.1%
Value ($000) $662 Shares 3,493 Est. Cost $130.10 Unrealized
PKW Invesco Buyback 0.1%
Value ($000) $648 Shares 9,404 Est. Cost $59.60 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $646 Shares 14,173 Est. Cost $17.50 Unrealized +48.7%
SHW Sherwin Williams 0.1%
Value ($000) $643 Shares 1,101 Est. Cost $87.74 Unrealized +105.9%
NFLX Netflix 0.1%
Value ($000) $608 Shares 1,882 Est. Cost $29.95 Unrealized -1.0%
Blackstone Group 0.1%
Value ($000) $606 Shares 10,833 Est. Cost $23.95 Unrealized
CHDN Churchill Downs 0.1%
Value ($000) $589 Shares 4,300 Est. Cost $38.32 Unrealized +66.1%
HSY Hershey 0.1%
Value ($000) $584 Shares 3,975 Est. Cost $77.12 Unrealized +66.5%
PSX Phillips 66 0.1%
Value ($000) $579 Shares 5,198 Est. Cost $51.02 Unrealized +71.2%
Mondelez 0.1%
Value ($000) $576 Shares 10,463 Est. Cost $32.45 Unrealized
VAW Vngrd Materials 0.1%
Value ($000) $575 Shares 4,290 Est. Cost $108.87 Unrealized
GWW WW Grainger 0.1%
Value ($000) $561 Shares 1,660 Est. Cost $191.53 Unrealized +53.7%
AFL Aflac Inc 0.1%
Value ($000) $560 Shares 10,588 Est. Cost $28.94 Unrealized +58.4%
Dunkin Brands 0.1%
Value ($000) $553 Shares 7,327 Est. Cost $43.11 Unrealized
DIA SPDR DJIA 0.1%
Value ($000) $549 Shares 1,928 Est. Cost $239.56 Unrealized
USMV iShares MSCI Min Vol 0.1%
Value ($000) $548 Shares 8,364 Est. Cost $63.25 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $546 Shares 3,560 Est. Cost $25.85 Unrealized +375.7%
TROW T Rowe Price Associates 0.1%
Value ($000) $532 Shares 4,370 Est. Cost $48.18 Unrealized +89.9%
EMN Eastman Chem 0.1%
Value ($000) $531 Shares 6,706 Est. Cost $48.24 Unrealized +27.6%
PM PhilipMorrisIntl 0.1%
Value ($000) $525 Shares 6,172 Est. Cost $52.15 Unrealized +15.1%
IGV iShares NA Tech 0.1%
Value ($000) $524 Shares 2,248 Est. Cost $85.83 Unrealized
STZ Constellation Brand 0.1%
Value ($000) $512 Shares 2,703 Est. Cost $186.60 Unrealized -8.5%
BSV Vngrd Bd Short Term 0.1%
Value ($000) $507 Shares 6,292 Est. Cost $80.55 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $501 Shares 6,575 Est. Cost $40.71 Unrealized +54.3%
MTUM Ishares USA Momentum 0.1%
Value ($000) $482 Shares 3,845 Est. Cost $104.27 Unrealized
TFC Truist Financial 0.1%
Value ($000) $474 Shares 8,421 Est. Cost $40.89 Unrealized 0.0%
PPG PPG Industries 0.1%
Value ($000) $463 Shares 3,475 Est. Cost $77.79 Unrealized +44.6%
DE Deere 0.1%
Value ($000) $456 Shares 2,636 Est. Cost $70.87 Unrealized +122.9%
LNT Alliant Energy 0.1%
Value ($000) $451 Shares 8,249 Est. Cost $29.26 Unrealized +49.8%
General Electric 0.1%
Value ($000) $451 Shares 40,496 Est. Cost $21.57 Unrealized
PPL PPL Corp 0.1%
Value ($000) $446 Shares 12,457 Est. Cost $24.02 Unrealized +7.9%
BDX Becton Dickinson 0.1%
Value ($000) $439 Shares 1,615 Est. Cost $148.51 Unrealized +52.5%
Delta Air Lines 0.1%
Value ($000) $434 Shares 7,426 Est. Cost $47.25 Unrealized
ITW Illinois Tool 0.1%
Value ($000) $424 Shares 2,365 Est. Cost $52.07 Unrealized +181.0%
PNC PNC Financial 0.1%
Value ($000) $413 Shares 2,588 Est. Cost $72.66 Unrealized +65.4%
AMGN Amgen 0.1%
Value ($000) $413 Shares 1,715 Est. Cost $87.37 Unrealized +109.1%
IVV Ishares Core S&P 500 0.1%
Value ($000) $411 Shares 1,273 Est. Cost $263.28 Unrealized
YUMC Yum China 0.1%
Value ($000) $411 Shares 8,571 Est. Cost $28.18 Unrealized +57.7%
BABA Alibaba Group Hldg Ltd 0.1%
Value ($000) $408 Shares 1,927 Est. Cost $166.65 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $408 Shares 7,595 Est. Cost $30.83 Unrealized +45.0%
Kellogg Company 0.1%
Value ($000) $398 Shares 5,755 Est. Cost $39.48 Unrealized +23.0%
CLX Clorox 0.1%
Value ($000) $391 Shares 2,547 Est. Cost $81.40 Unrealized +53.0%
MTB M&T Bank Corp 0.1%
Value ($000) $380 Shares 2,239 Est. Cost $73.19 Unrealized +81.5%
IVE Ishares S&P 500 Val 0.1%
Value ($000) $371 Shares 2,856 Est. Cost $112.87 Unrealized
PYPL Paypal 0.1%
Value ($000) $367 Shares 3,398 Est. Cost $81.38 Unrealized +27.8%
ESGU iShares ESG MSCI USA 0.1%
Value ($000) $367 Shares 5,150 Est. Cost $71.26 Unrealized
Medtronic Inc 0.1%
Value ($000) $366 Shares 3,230 Est. Cost $64.83 Unrealized
MELI Mercadolibre 0.1%
Value ($000) $360 Shares 631 Est. Cost $398.69 Unrealized +38.8%
Blackrock Inc 0.1%
Value ($000) $358 Shares 712 Est. Cost $406.16 Unrealized
IP Intl Paper 0.1%
Value ($000) $358 Shares 7,778 Est. Cost $27.96 Unrealized +14.0%
DGRO Ishares Core Div Grwth 0.1%
Value ($000) $356 Shares 8,473 Est. Cost $39.88 Unrealized
Air Products 0.1%
Value ($000) $352 Shares 1,500 Est. Cost $166.67 Unrealized
MCHP Microchip Tech 0.1%
Value ($000) $350 Shares 3,343 Est. Cost $24.41 Unrealized +76.1%
VV Vngrd Lg Cap 0.1%
Value ($000) $350 Shares 2,372 Est. Cost $100.53 Unrealized
ACN Accenture plc 0.1%
Value ($000) $348 Shares 1,654 Est. Cost $148.78 Unrealized +19.9%
TXT Textron 0.1%
Value ($000) $348 Shares 7,818 Est. Cost $29.31 Unrealized +56.8%
PH Parker Hannifin 0.1%
Value ($000) $345 Shares 1,678 Est. Cost $79.48 Unrealized +123.5%
PAYX Paychex 0.1%
Value ($000) $344 Shares 4,044 Est. Cost $40.60 Unrealized +74.1%
Berkshire Htwy Cl A 0.1%
Value ($000) $339 Shares 100 Est. Cost $2066.67 Unrealized
FE Firstenergy 0.1%
Value ($000) $329 Shares 6,776 Est. Cost $24.34 Unrealized +52.3%
FISV Fiserv 0.1%
Value ($000) $326 Shares 2,826 Est. Cost $86.72 Unrealized +27.3%
IGPT Invesco Dyn Sftwr 0.1%
Value ($000) $315 Shares 3,167 Est. Cost $91.25 Unrealized
FULT Fulton Financial 0.1%
Value ($000) $315 Shares 18,078 Est. Cost $10.24 Unrealized +27.1%
Raytheon 0.1%
Value ($000) $315 Shares 1,434 Est. Cost $128.81 Unrealized
WY Weyerhauser 0.1%
Value ($000) $315 Shares 10,435 Est. Cost $24.55 Unrealized -5.9%
GIS General Mills Inc 0.1%
Value ($000) $311 Shares 5,813 Est. Cost $31.98 Unrealized +33.8%
VSS Vngrd FTSE All 0.1%
Value ($000) $305 Shares 2,752 Est. Cost $102.50 Unrealized
Broadcom Ltd 0.1%
Value ($000) $303 Shares 960 Est. Cost $173.48 Unrealized
IVOV Vngrd Adm Mid Cap 0.1%
Value ($000) $299 Shares 2,300 Est. Cost $100.32 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $299 Shares 506 Est. Cost $177.69 Unrealized +5.4%
MagellanMidstrm 0.1%
Value ($000) $298 Shares 4,744 Est. Cost $58.56 Unrealized
Dow 0.1%
Value ($000) $296 Shares 5,424 Est. Cost $48.97 Unrealized
Royal Dutch Shell 0.1%
Value ($000) $292 Shares 4,957 Est. Cost $63.88 Unrealized
VTEB Vngrd Tax Exempt Bd 0.1%
Value ($000) $290 Shares 5,427 Est. Cost $53.44 Unrealized
IWX iShares Russell 200 0.1%
Value ($000) $289 Shares 4,952 Est. Cost $41.61 Unrealized
VUG Vngrd Growth 0.1%
Value ($000) $285 Shares 1,564 Est. Cost $182.23 Unrealized
SCHO Schwab Sht Tm Us Treas 0.1%
Value ($000) $283 Shares 5,606 Est. Cost $50.57 Unrealized
E I Dupont 0.1%
Value ($000) $279 Shares 4,353 Est. Cost $74.95 Unrealized
SHM SPDR Nuveen Blmbrg Sr 0.1%
Value ($000) $271 Shares 5,520 Est. Cost $49.09 Unrealized
APH Amphenol 0.1%
Value ($000) $263 Shares 2,435 Est. Cost $20.93 Unrealized +15.0%
NOW ServiceNow 0.1%
Value ($000) $262 Shares 930 Est. Cost $43.97 Unrealized +19.8%
SEIC SEI Investments 0.1%
Value ($000) $261 Shares 4,000 Est. Cost $45.74 Unrealized +25.0%
MUB iShares Natl Mun 0.1%
Value ($000) $261 Shares 2,292 Est. Cost $108.92 Unrealized
PGF Invesco Fin Pfd 0.1%
Value ($000) $259 Shares 13,729 Est. Cost $18.24 Unrealized
LVS Las Vegas Sands 0.1%
Value ($000) $257 Shares 3,724 Est. Cost $48.66 Unrealized +19.0%
ZBRA Zebra Tech 0.1%
Value ($000) $255 Shares 1,000 Est. Cost $188.23 Unrealized +24.3%
LEA Lear 0.1%
Value ($000) $254 Shares 1,852 Est. Cost $93.09 Unrealized +17.5%
Walgreen Boots 0.1%
Value ($000) $254 Shares 4,313 Est. Cost $83.00 Unrealized
KLAC KLA Corp 0.1%
Value ($000) $249 Shares 1,400 Est. Cost $129.13 Unrealized +20.6%
HAE Haemonetics 0.1%
Value ($000) $247 Shares 2,152 Est. Cost $98.39 Unrealized +23.0%
PSR Invesco Mgd US Real Estate 0.1%
Value ($000) $247 Shares 2,587 Est. Cost $88.91 Unrealized
SYK Stryker 0.0%
Value ($000) $241 Shares 1,150 Est. Cost $200.19 Unrealized -3.0%
CHD Church Dwight 0.0%
Value ($000) $234 Shares 3,335 Est. Cost $43.22 Unrealized +52.9%
IVW iShares S&P 500 Grwth 0.0%
Value ($000) $232 Shares 1,201 Est. Cost $193.17 Unrealized
WDFC WD-40 0.0%
Value ($000) $228 Shares 1,175 Est. Cost $162.75 Unrealized +5.2%
VLO Valero Energy 0.0%
Value ($000) $219 Shares 2,343 Est. Cost $73.62 Unrealized 0.0%
FAST Fastenal 0.0%
Value ($000) $215 Shares 5,837 Est. Cost $15.30 Unrealized 0.0%
PBE Invesco Dyn Biotech 0.0%
Value ($000) $210 Shares 3,762 Est. Cost $55.82 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $208 Shares 3,616 Est. Cost $44.21 Unrealized +11.2%
QUAL iShares USA Quality 0.0%
Value ($000) $208 Shares 2,069 Est. Cost $100.53 Unrealized
A Agilent Tech 0.0%
Value ($000) $207 Shares 2,438 Est. Cost $75.45 Unrealized 0.0%
IWV iShares Russel 3000 0.0%
Value ($000) $206 Shares 1,094 Est. Cost $188.30 Unrealized
ITA Ishares US Aer Def 0.0%
Value ($000) $205 Shares 927 Est. Cost $224.38 Unrealized
VIG Vngrd DivApp 0.0%
Value ($000) $204 Shares 1,644 Est. Cost $124.09 Unrealized
EFA iShares MSCI EAFE 0.0%
Value ($000) $202 Shares 2,911 Est. Cost $69.39 Unrealized
STIP iShares 0-5 0.0%
Value ($000) $201 Shares 2,000 Est. Cost $100.50 Unrealized
Kansas City Southern 0.0%
Value ($000) $200 Shares 1,307 Est. Cost $153.02 Unrealized
Blackrock Corp Hi Yld 0.0%
Value ($000) $142 Shares 12,681 Est. Cost $9.85 Unrealized
Performance Shipping 0.0%
Value ($000) $117 Shares 140,000 Est. Cost $0.97 Unrealized
MBI MBIA 0.0%
Value ($000) $117 Shares 12,650 Est. Cost $4.46 Unrealized -7.0%
Groupon 0.0%
Value ($000) $31 Shares 13,000 Est. Cost $3.21 Unrealized