MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 29, 2021

Total Value ($000): $1,533,399 (100.0% shares, 0.0% debt)

Holdings (613)

MINJX MFS INTERNATIONAL INTRINSIC VALUE R6 5.1%
Value ($000) $77,907 Shares 1,451,061 Est. Cost $44.80 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.3%
Value ($000) $66,421 Shares 235,736 Est. Cost $193.86 Unrealized
BROADWAY BANCSHARES INC TEX COM 3.7%
Value ($000) $56,394 Shares 200,150 Est. Cost $193.28 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 3.7%
Value ($000) $56,082 Shares 1,901,743 Est. Cost $20.04 Unrealized
APDJX ARTISAN INTERNATIONAL SMALL MID ADVISOR 3.0%
Value ($000) $46,620 Shares 2,195,937 Est. Cost $13.09 Unrealized
TROIX T ROWE PRICE OVERSEAS STOCK-I 2.5%
Value ($000) $38,466 Shares 2,943,088 Est. Cost $11.26 Unrealized
CVMIX CALVERT EMERGING MARKETS EQUITY FD I 2.2%
Value ($000) $33,164 Shares 1,563,637 Est. Cost $16.64 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 2.0%
Value ($000) $30,633 Shares 2,914,598 Est. Cost $10.24 Unrealized
MSFT MICROSOFT CORPORATION 1.5%
Value ($000) $22,893 Shares 81,205 Est. Cost $58.08 Unrealized +383.4%
ODVIX INVESCO DEVELOPING MARKETS FUND CL R6 1.5%
Value ($000) $22,755 Shares 439,795 Est. Cost $43.45 Unrealized
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 1.3%
Value ($000) $20,148 Shares 1,284,955 Est. Cost $15.16 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $19,329 Shares 118,087 Est. Cost $50.32 Unrealized +178.8%
AAPL APPLE INC. 1.2%
Value ($000) $18,816 Shares 132,979 Est. Cost $82.59 Unrealized +74.2%
AVGO BROADCOM INC 1.1%
Value ($000) $17,444 Shares 35,972 Est. Cost $24.49 Unrealized +81.6%
CSCO CISCO SYSTEMS INC 1.1%
Value ($000) $17,205 Shares 316,104 Est. Cost $23.58 Unrealized +108.8%
BLACKROCK INC 1.1%
Value ($000) $17,197 Shares 20,506 Est. Cost $302.47 Unrealized
JHEQX JPMORGAN HEDGED EQUITY FUND I 1.1%
Value ($000) $16,850 Shares 650,852 Est. Cost $21.05 Unrealized
BILPX BLACKROCK EVENT DRIVEN EQUITY FUND 1.1%
Value ($000) $16,198 Shares 1,644,467 Est. Cost $9.69 Unrealized
MCD MCDONALDS CORP. 1.0%
Value ($000) $15,913 Shares 65,997 Est. Cost $96.70 Unrealized +123.2%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $15,885 Shares 98,357 Est. Cost $80.36 Unrealized +87.0%
HD HOME DEPOT INC 1.0%
Value ($000) $15,797 Shares 48,122 Est. Cost $225.70 Unrealized +30.5%
CCI CROWN CASTLE INTL CORP 1.0%
Value ($000) $14,920 Shares 86,083 Est. Cost $76.58 Unrealized +103.6%
MRK MERCK & CO INC 0.9%
Value ($000) $14,132 Shares 188,144 Est. Cost $55.60 Unrealized +18.9%
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.9%
Value ($000) $13,606 Shares 1,130,990 Est. Cost $11.69 Unrealized
FNWFX AMERICAN NEW WORLD FUND F3 0.9%
Value ($000) $13,140 Shares 142,346 Est. Cost $65.14 Unrealized
GOOGL ALPHABET INC CL A 0.8%
Value ($000) $12,012 Shares 4,493 Est. Cost $38.06 Unrealized +254.9%
DRRIX BNY MELLON GLOBAL REAL RETURN FUND INSTL 0.8%
Value ($000) $11,906 Shares 699,136 Est. Cost $16.23 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $11,229 Shares 19,654 Est. Cost $83.66 Unrealized +548.3%
GLD SPDR GOLD TRUST 0.7%
Value ($000) $10,983 Shares 66,885 Est. Cost $120.43 Unrealized
GQGIX GQG PARTNERS EMERGING MKTS EQUITY INSTL 0.7%
Value ($000) $10,813 Shares 616,148 Est. Cost $17.55 Unrealized
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $10,724 Shares 41,210 Est. Cost $37.36 Unrealized +657.7%
GTEYX GATEWAY FUND 0.7%
Value ($000) $10,437 Shares 267,402 Est. Cost $31.39 Unrealized
BIMBX BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTL 0.7%
Value ($000) $10,310 Shares 988,491 Est. Cost $10.25 Unrealized
CMNIX CALAMOS MARKET NEUTRAL INCOME FUND I 0.7%
Value ($000) $10,247 Shares 716,564 Est. Cost $13.39 Unrealized
MS MORGAN STANLEY 0.7%
Value ($000) $10,070 Shares 103,488 Est. Cost $34.31 Unrealized +149.8%
CRM SALESFORCE.COM INC. 0.6%
Value ($000) $9,934 Shares 36,627 Est. Cost $171.67 Unrealized +46.2%
COST COSTCO WHOLESALE CORP. 0.6%
Value ($000) $9,700 Shares 21,588 Est. Cost $104.76 Unrealized +299.2%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $9,681 Shares 35,469 Est. Cost $124.32 Unrealized +125.9%
ACN ACCENTURE PLC 0.6%
Value ($000) $9,616 Shares 30,059 Est. Cost $69.74 Unrealized +338.1%
AMZN AMAZON.COM INC. 0.6%
Value ($000) $9,615 Shares 2,927 Est. Cost $87.36 Unrealized +97.5%
TXN TEXAS INSTRUMENTS 0.6%
Value ($000) $9,400 Shares 48,907 Est. Cost $92.56 Unrealized +81.5%
ADBE ADOBE INC 0.6%
Value ($000) $9,280 Shares 16,119 Est. Cost $331.99 Unrealized +89.6%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $9,250 Shares 126,318 Est. Cost $20.86 Unrealized +68.8%
META FACEBOOK INC 0.6%
Value ($000) $9,162 Shares 26,995 Est. Cost $128.51 Unrealized +178.3%
CVX CHEVRON CORPORATION 0.6%
Value ($000) $9,093 Shares 89,637 Est. Cost $71.95 Unrealized +15.8%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.6%
Value ($000) $9,016 Shares 78,526 Est. Cost $55.57 Unrealized +101.6%
PAYX PAYCHEX INC COM 0.6%
Value ($000) $8,899 Shares 79,136 Est. Cost $51.94 Unrealized +91.2%
NKE NIKE INC - CLASS B 0.6%
Value ($000) $8,761 Shares 60,325 Est. Cost $42.12 Unrealized +262.1%
ZTS ZOETIS INC 0.6%
Value ($000) $8,747 Shares 45,054 Est. Cost $87.36 Unrealized +121.8%
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $8,709 Shares 51,479 Est. Cost $68.04 Unrealized +155.9%
CMCSA COMCAST CORP. CLASS A 0.6%
Value ($000) $8,589 Shares 153,574 Est. Cost $28.48 Unrealized +80.4%
V VISA INC 0.6%
Value ($000) $8,554 Shares 38,402 Est. Cost $176.62 Unrealized +28.5%
ETN EATON CORP PLC 0.6%
Value ($000) $8,503 Shares 56,946 Est. Cost $71.38 Unrealized +109.1%
EMR EMERSON ELECTRIC COMPANY 0.6%
Value ($000) $8,463 Shares 89,836 Est. Cost $63.22 Unrealized +44.3%
SBUX STARBUCKS CORP 0.5%
Value ($000) $8,340 Shares 75,607 Est. Cost $47.90 Unrealized +120.7%
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 0.5%
Value ($000) $8,323 Shares 120,342 Est. Cost $53.79 Unrealized
VWEAX VANGUARD HIGH YIELD CORPORATE FUND ADM 0.5%
Value ($000) $8,302 Shares 1,388,238 Est. Cost $5.83 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $8,233 Shares 38,787 Est. Cost $88.72 Unrealized +119.3%
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $8,228 Shares 53,607 Est. Cost $31.53 Unrealized +116.5%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $8,043 Shares 18,029 Est. Cost $348.62 Unrealized +33.8%
UNH UNITEDHEALTH GROUP INC. 0.5%
Value ($000) $7,988 Shares 20,442 Est. Cost $217.66 Unrealized +76.8%
WMT WAL-MART, INC. 0.5%
Value ($000) $7,966 Shares 57,151 Est. Cost $42.56 Unrealized +6.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $7,930 Shares 61,483 Est. Cost $78.53 Unrealized +64.1%
LHX L3 HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $7,879 Shares 35,775 Est. Cost $167.69 Unrealized +23.9%
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $7,860 Shares 32,815 Est. Cost $142.49 Unrealized +77.1%
KO COCA COLA CO. 0.5%
Value ($000) $7,834 Shares 149,319 Est. Cost $37.74 Unrealized +29.3%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $7,811 Shares 144,613 Est. Cost $33.26 Unrealized +27.2%
PFE PFIZER INC 0.5%
Value ($000) $7,761 Shares 180,449 Est. Cost $21.85 Unrealized +63.2%
AZN ASTRAZENECA PLC-SPONS ADR 0.5%
Value ($000) $7,742 Shares 128,909 Est. Cost $59.92 Unrealized
TJX TJX COMPANIES INC 0.5%
Value ($000) $7,727 Shares 117,112 Est. Cost $41.78 Unrealized +56.7%
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 0.5%
Value ($000) $7,692 Shares 455,147 Est. Cost $15.09 Unrealized
APD AIR PRODUCTS & CHEMICAL INC 0.5%
Value ($000) $7,670 Shares 29,948 Est. Cost $146.02 Unrealized +69.1%
VOD VODAFONE GROUP PLC 0.5%
Value ($000) $7,611 Shares 492,601 Est. Cost $15.45 Unrealized
UNP UNION PACIFIC CORPORATION 0.5%
Value ($000) $7,591 Shares 38,729 Est. Cost $105.22 Unrealized +85.6%
SYK STRYKER CORP 0.5%
Value ($000) $7,467 Shares 28,314 Est. Cost $239.03 Unrealized +6.8%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $7,427 Shares 124,954 Est. Cost $34.56 Unrealized +35.0%
QFVIX PEAR TREE POLARIS FOREIGN VALUE FD INSTL 0.5%
Value ($000) $7,359 Shares 305,715 Est. Cost $19.08 Unrealized
DLR DIGITAL REALTY TRUST INC 0.5%
Value ($000) $7,354 Shares 50,908 Est. Cost $122.17 Unrealized +9.9%
LMT LOCKHEED MARTIN CORPORATION 0.5%
Value ($000) $7,342 Shares 21,276 Est. Cost $272.26 Unrealized +17.8%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.5%
Value ($000) $7,281 Shares 125,153 Est. Cost $38.63 Unrealized +43.5%
GPC GENUINE PARTS CO. 0.5%
Value ($000) $7,159 Shares 59,057 Est. Cost $67.52 Unrealized +63.6%
PEP PEPSICO INC. 0.5%
Value ($000) $7,077 Shares 47,053 Est. Cost $75.62 Unrealized +78.5%
BK BANK OF NEW YORK MELLON CORP 0.5%
Value ($000) $7,052 Shares 136,033 Est. Cost $38.75 Unrealized +18.4%
NEE NEXTERA ENERGY 0.5%
Value ($000) $7,029 Shares 89,518 Est. Cost $64.39 Unrealized +11.6%
IBB ISHARES BIOTECHNOLOGY ETF 0.5%
Value ($000) $6,969 Shares 43,109 Est. Cost $150.13 Unrealized
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY INSTL 0.5%
Value ($000) $6,952 Shares 71,113 Est. Cost $66.97 Unrealized
SLF SUN LIFE FINANCIAL INC 0.4%
Value ($000) $6,664 Shares 129,521 Est. Cost $34.55 Unrealized +48.9%
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $6,626 Shares 36,390 Est. Cost $85.93 Unrealized +89.4%
ECL ECOLAB INC 0.4%
Value ($000) $6,613 Shares 31,702 Est. Cost $183.51 Unrealized +13.6%
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $6,598 Shares 111,500 Est. Cost $47.27 Unrealized +16.0%
NSRGY NESTLE SA-SPONS ADR 0.4%
Value ($000) $6,585 Shares 54,506 Est. Cost $82.47 Unrealized
TFC TRUIST FINANCIAL CORP COM 0.4%
Value ($000) $6,578 Shares 112,157 Est. Cost $45.12 Unrealized -0.0%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $6,507 Shares 84,079 Est. Cost $92.36 Unrealized
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.4%
Value ($000) $6,465 Shares 582,483 Est. Cost $9.42 Unrealized
MERIX THE MERGER FUND INSTL 0.4%
Value ($000) $6,455 Shares 372,498 Est. Cost $17.42 Unrealized
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.4%
Value ($000) $6,373 Shares 569,510 Est. Cost $11.03 Unrealized
CI CIGNA CORPORATION 0.4%
Value ($000) $6,307 Shares 31,506 Est. Cost $199.06 Unrealized +0.9%
BCE BCE INC 0.4%
Value ($000) $6,268 Shares 125,213 Est. Cost $31.01 Unrealized +19.7%
IP INTERNATIONAL PAPER CO. 0.4%
Value ($000) $6,264 Shares 112,023 Est. Cost $34.77 Unrealized +32.0%
HAS HASBRO, INC. 0.4%
Value ($000) $6,251 Shares 70,064 Est. Cost $49.75 Unrealized +62.9%
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.4%
Value ($000) $6,153 Shares 117,125 Est. Cost $40.89 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $6,122 Shares 12,732 Est. Cost $215.47 Unrealized
KELLOGG CO. 0.4%
Value ($000) $6,093 Shares 95,331 Est. Cost $46.93 Unrealized +9.5%
UNILEVER PLC-SPONS ADR 0.4%
Value ($000) $6,022 Shares 111,076 Est. Cost $47.60 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $5,971 Shares 81,766 Est. Cost $62.44 Unrealized -0.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.4%
Value ($000) $5,961 Shares 97,869 Est. Cost $36.65 Unrealized +47.0%
MMM 3M CO 0.4%
Value ($000) $5,891 Shares 33,585 Est. Cost $115.93 Unrealized +18.5%
SRE SEMPRA COM 0.4%
Value ($000) $5,857 Shares 46,297 Est. Cost $52.53 Unrealized +9.0%
AEP AMERICAN ELECTRIC POWER COMPANY 0.4%
Value ($000) $5,803 Shares 71,482 Est. Cost $67.99 Unrealized +9.3%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.4%
Value ($000) $5,487 Shares 96,622 Est. Cost $56.97 Unrealized
MO ALTRIA GROUP INC. 0.3%
Value ($000) $5,324 Shares 116,965 Est. Cost $26.86 Unrealized +26.6%
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.3%
Value ($000) $5,300 Shares 360,114 Est. Cost $14.64 Unrealized
PPG PPG INDUSTRIES INC 0.3%
Value ($000) $5,208 Shares 36,421 Est. Cost $145.71 Unrealized +0.7%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $4,843 Shares 51,151 Est. Cost $48.80 Unrealized +35.2%
XOM EXXON MOBIL CORPORATION 0.3%
Value ($000) $4,742 Shares 80,628 Est. Cost $49.64 Unrealized -2.4%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS 540 0.3%
Value ($000) $4,714 Shares 11,856 Est. Cost $240.61 Unrealized
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.3%
Value ($000) $4,711 Shares 320,278 Est. Cost $14.19 Unrealized
FIKMX FIDELITY ADVISOR REAL ESTATE INCOME FUND Z 0.3%
Value ($000) $4,273 Shares 319,594 Est. Cost $12.12 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $4,235 Shares 60,479 Est. Cost $49.38 Unrealized +24.0%
ENB ENBRIDGE INC 0.3%
Value ($000) $3,987 Shares 100,184 Est. Cost $21.91 Unrealized +35.5%
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.3%
Value ($000) $3,947 Shares 43,855 Est. Cost $65.50 Unrealized
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $3,936 Shares 44,627 Est. Cost $74.25 Unrealized +8.9%
SLB SCHLUMBERGER LIMITED 0.2%
Value ($000) $3,486 Shares 117,611 Est. Cost $32.46 Unrealized -19.9%
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $3,091 Shares 27,821 Est. Cost $48.55 Unrealized
IVV ISHARES CORE SP 500 ETF 0.2%
Value ($000) $2,987 Shares 6,934 Est. Cost $303.30 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.2%
Value ($000) $2,616 Shares 75,982 Est. Cost $27.52 Unrealized
USSPX USAA SP 500 INDEX FUND MEMBER SHARES 0.2%
Value ($000) $2,537 Shares 43,158 Est. Cost $33.20 Unrealized
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.2%
Value ($000) $2,490 Shares 220,974 Est. Cost $10.86 Unrealized
MDIZX MFS INTERNATIONAL DIVERSIFICATION FD R6 0.2%
Value ($000) $2,446 Shares 98,011 Est. Cost $21.80 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $2,253 Shares 20,845 Est. Cost $54.80 Unrealized
SPOKE HOLLOW RANCH INC CERT UNKNOWN 0.1%
Value ($000) $2,164 Shares 621,939 Est. Cost $1.96 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2,113 Shares 4,924 Est. Cost $202.67 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $2,097 Shares 62,762 Est. Cost $33.71 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $1,964 Shares 165,000 Est. Cost $11.91 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,832 Shares 60,233 Est. Cost $31.32 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,757 Shares 22,519 Est. Cost $59.85 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,719 Shares 6,102 Est. Cost $193.22 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,671 Shares 5,761 Est. Cost $91.76 Unrealized
OIGIX INVESCO OPPENHEIMER INTERNATIONAL GROWTH 0.1%
Value ($000) $1,550 Shares 30,662 Est. Cost $42.76 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,531 Shares 12,178 Est. Cost $80.39 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,462 Shares 9,521 Est. Cost $69.30 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,412 Shares 6,113 Est. Cost $70.45 Unrealized +235.9%
CSX CSX CORP. 0.1%
Value ($000) $1,317 Shares 44,280 Est. Cost $27.29 Unrealized +10.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $1,283 Shares 25,413 Est. Cost $41.40 Unrealized
DODGX DODGE COX STOCK FUND 0.1%
Value ($000) $1,277 Shares 5,410 Est. Cost $148.87 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,227 Shares 3,627 Est. Cost $150.75 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $1,197 Shares 12,266 Est. Cost $70.76 Unrealized +23.3%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,170 Shares 439 Est. Cost $44.17 Unrealized +209.8%
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.1%
Value ($000) $1,095 Shares 101,921 Est. Cost $10.53 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $1,039 Shares 97,803 Est. Cost $10.50 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $970 Shares 20,075 Est. Cost $48.41 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $945 Shares 18,903 Est. Cost $37.53 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.1%
Value ($000) $881 Shares 37,226 Est. Cost $23.84 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $871 Shares 2,027 Est. Cost $226.44 Unrealized +95.2%
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.1%
Value ($000) $783 Shares 4,523 Est. Cost $58.77 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.0%
Value ($000) $747 Shares 53,886 Est. Cost $13.45 Unrealized
VGHCX VANGUARD HEALTH CARE FUND INVESTOR SHARES 0.0%
Value ($000) $735 Shares 3,175 Est. Cost $231.50 Unrealized
PG PROCTER & GAMBLE CO. 0.0%
Value ($000) $683 Shares 4,887 Est. Cost $82.50 Unrealized +54.3%
IJR ISHARES CORE SP SMALL CAP ETF 0.0%
Value ($000) $682 Shares 6,250 Est. Cost $88.38 Unrealized
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.0%
Value ($000) $680 Shares 10,160 Est. Cost $43.55 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $677 Shares 3,386 Est. Cost $77.22 Unrealized +143.1%
VQNPX VANGUARD GROWTH & INCOME FUND 0.0%
Value ($000) $633 Shares 9,571 Est. Cost $66.14 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.0%
Value ($000) $623 Shares 82,174 Est. Cost $6.92 Unrealized
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $622 Shares 9,832 Est. Cost $60.75 Unrealized
SO SOUTHERN CO. 0.0%
Value ($000) $611 Shares 9,855 Est. Cost $37.93 Unrealized +44.2%
VLO VALERO ENERGY NEW 0.0%
Value ($000) $610 Shares 8,650 Est. Cost $55.65 Unrealized +3.4%
WCMIX WCM FOCUSED INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $588 Shares 21,451 Est. Cost $17.30 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $543 Shares 6,598 Est. Cost $80.58 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $529 Shares 5,608 Est. Cost $90.28 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $501 Shares 2,116 Est. Cost $230.36 Unrealized
PURZX PGIM GLOBAL REAL ESTATE CL Z 0.0%
Value ($000) $501 Shares 19,310 Est. Cost $24.20 Unrealized
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $497 Shares 11,600 Est. Cost $51.65 Unrealized
T AT&T INC. 0.0%
Value ($000) $490 Shares 18,145 Est. Cost $15.19 Unrealized +5.8%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $480 Shares 2,743 Est. Cost $93.15 Unrealized
IJH ISHARES CORE SP MID CAP ETF 0.0%
Value ($000) $469 Shares 1,781 Est. Cost $168.29 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $467 Shares 5,365 Est. Cost $31.81 Unrealized +162.0%
RVTY PERKINELMER INC 0.0%
Value ($000) $456 Shares 2,630 Est. Cost $75.69 Unrealized +130.5%
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $442 Shares 5,860 Est. Cost $53.70 Unrealized +33.5%
INTC INTEL CORPORATION 0.0%
Value ($000) $439 Shares 8,241 Est. Cost $37.27 Unrealized +33.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $439 Shares 1,603 Est. Cost $165.85 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $432 Shares 1,419 Est. Cost $70.27 Unrealized +279.7%
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $429 Shares 8,158 Est. Cost $52.24 Unrealized
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $424 Shares 22,533 Est. Cost $16.57 Unrealized
NEXTIER, INC. 0.0%
Value ($000) $422 Shares 3,600 Est. Cost $83.06 Unrealized
PRSGX T ROWE PRICE SPECTRUM DIVERSIFIED EQUITY FD 0.0%
Value ($000) $410 Shares 14,858 Est. Cost $22.08 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $406 Shares 1,856 Est. Cost $189.51 Unrealized
SPOKE HOLLOW RANCH, INC. CERT 72 0.0%
Value ($000) $405 Shares 116,391 Est. Cost $3.44 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $403 Shares 3,956 Est. Cost $80.95 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $402 Shares 6,516 Est. Cost $62.99 Unrealized
USTEX USAA TAX EXEMPT LONG TERM FUND 0.0%
Value ($000) $394 Shares 28,465 Est. Cost $13.48 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $394 Shares 2,381 Est. Cost $124.78 Unrealized +19.7%
OOSAX INVESCO SENIOR FLOATING RATE FD RT-A 0.0%
Value ($000) $385 Shares 54,070 Est. Cost $6.23 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $385 Shares 1,449 Est. Cost $97.65 Unrealized +154.7%
HLIZX HARDING LOEVNER INTERNATIONAL EQUITY INST Z 0.0%
Value ($000) $372 Shares 12,616 Est. Cost $24.08 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $369 Shares 1,241 Est. Cost $113.69 Unrealized +126.3%
PLD PROLOGIS INC 0.0%
Value ($000) $345 Shares 2,747 Est. Cost $76.96 Unrealized +48.4%
VWILX VANGUARD INTERNATIONAL GROWTH ADMIRAL SHS 0.0%
Value ($000) $344 Shares 2,103 Est. Cost $160.25 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $344 Shares 2,897 Est. Cost $90.81 Unrealized +7.8%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $331 Shares 16,386 Est. Cost $17.70 Unrealized
USGNX USAA GOVERNMENT SECURITIES FUND 0.0%
Value ($000) $299 Shares 30,042 Est. Cost $10.01 Unrealized
KLAC KLA CORPORATION 0.0%
Value ($000) $296 Shares 886 Est. Cost $134.43 Unrealized +137.1%
LOW LOWE'S COS. INC. 0.0%
Value ($000) $296 Shares 1,458 Est. Cost $116.26 Unrealized +57.9%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $294 Shares 2,257 Est. Cost $105.44 Unrealized
ALG ALAMO GROUP INC 0.0%
Value ($000) $279 Shares 2,000 Est. Cost $97.45 Unrealized +47.4%
ABEYX AMERICAN BEACON INTERNATIONAL EQUITY FD INSTL 0.0%
Value ($000) $270 Shares 13,009 Est. Cost $16.14 Unrealized
IBM IBM 0.0%
Value ($000) $269 Shares 1,936 Est. Cost $99.88 Unrealized +12.3%
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA-ADR 0.0%
Value ($000) $267 Shares 40,590 Est. Cost $6.58 Unrealized
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $262 Shares 2,543 Est. Cost $103.42 Unrealized
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $260 Shares 7,201 Est. Cost $32.75 Unrealized
VFC VF CORPORATION 0.0%
Value ($000) $255 Shares 3,811 Est. Cost $59.58 Unrealized +28.8%
33 1/3 MEMBERSHIP INT CORRAL CENTER LLC 0.0%
Value ($000) $252 Shares 1 Est. Cost $252000.00 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $252 Shares 25,185 Est. Cost $9.92 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $247 Shares 1,581 Est. Cost $126.35 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $246 Shares 2,369 Est. Cost $83.30 Unrealized
GICUX GOLDMAN SACHS INTERNATIONAL SMALL CAP R6 0.0%
Value ($000) $244 Shares 17,198 Est. Cost $11.51 Unrealized
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $243 Shares 18,489 Est. Cost $12.00 Unrealized
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $242 Shares 19,932 Est. Cost $12.17 Unrealized
IEMFX T ROWE PRICE INSTITUTIONAL EMERGING MKT EQ 0.0%
Value ($000) $241 Shares 5,200 Est. Cost $49.82 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $236 Shares 1,141 Est. Cost $151.35 Unrealized +34.1%
VWELX VANGUARD WELLINGTON FUND INV 0.0%
Value ($000) $226 Shares 4,644 Est. Cost $40.81 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $222 Shares 650 Est. Cost $204.80 Unrealized +72.8%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $219 Shares 3,950 Est. Cost $30.68 Unrealized +49.1%
CYRUSONE INC 0.0%
Value ($000) $219 Shares 2,824 Est. Cost $69.96 Unrealized
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $216 Shares 5,716 Est. Cost $34.89 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $215 Shares 2,746 Est. Cost $67.01 Unrealized
USAIX USAA INCOME FUND 0.0%
Value ($000) $214 Shares 15,646 Est. Cost $12.98 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $213 Shares 1,270 Est. Cost $80.46 Unrealized +96.7%
EQIX EQUINIX INC 0.0%
Value ($000) $212 Shares 268 Est. Cost $409.37 Unrealized +86.2%
TGT TARGET CORP 0.0%
Value ($000) $210 Shares 919 Est. Cost $120.80 Unrealized +82.0%
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $209 Shares 7,260 Est. Cost $22.35 Unrealized
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $208 Shares 1,812 Est. Cost $114.79 Unrealized
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME 0.0%
Value ($000) $205 Shares 13,839 Est. Cost $12.65 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $204 Shares 3,322 Est. Cost $49.75 Unrealized +17.7%
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.0%
Value ($000) $204 Shares 56,630 Est. Cost $3.83 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $198 Shares 1,723 Est. Cost $71.89 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $197 Shares 1,486 Est. Cost $94.69 Unrealized +22.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $196 Shares 1,999 Est. Cost $68.79 Unrealized
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $196 Shares 12,350 Est. Cost $15.84 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $194 Shares 1,880 Est. Cost $103.19 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $193 Shares 868 Est. Cost $173.38 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP 0.0%
Value ($000) $191 Shares 4,600 Est. Cost $29.39 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $185 Shares 2,496 Est. Cost $63.62 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $182 Shares 1,921 Est. Cost $56.80 Unrealized +42.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $181 Shares 2,109 Est. Cost $59.75 Unrealized +29.5%
AMGIX AMERICAN CENTURY DISCIPLINED CORE VALUE I 0.0%
Value ($000) $177 Shares 4,118 Est. Cost $32.53 Unrealized
BXP BOSTON PROPERTIES, INC 0.0%
Value ($000) $175 Shares 1,619 Est. Cost $71.06 Unrealized +27.0%
ROST ROSS STORES INC 0.0%
Value ($000) $173 Shares 1,590 Est. Cost $86.23 Unrealized +32.1%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $166 Shares 748 Est. Cost $139.44 Unrealized +38.3%
KEY KEYCORP 0.0%
Value ($000) $166 Shares 7,674 Est. Cost $12.57 Unrealized +29.0%
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.0%
Value ($000) $166 Shares 4,375 Est. Cost $44.24 Unrealized
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $166 Shares 3,610 Est. Cost $44.68 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $165 Shares 987 Est. Cost $71.75 Unrealized +116.4%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $165 Shares 3,203 Est. Cost $41.88 Unrealized +12.2%
IWV ISHARES TRUST RUSSELL 3000 ETF 0.0%
Value ($000) $160 Shares 629 Est. Cost $224.17 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $156 Shares 2,502 Est. Cost $36.07 Unrealized +62.3%
SPOKE HOLLOW RANCH, INC. CERT 70 0.0%
Value ($000) $156 Shares 44,900 Est. Cost $3.34 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $153 Shares 1,895 Est. Cost $43.43 Unrealized +59.9%
INVH INVITATION HOMES INC 0.0%
Value ($000) $151 Shares 3,945 Est. Cost $30.57 Unrealized +13.9%
WELL WELLTOWER INC 0.0%
Value ($000) $149 Shares 1,808 Est. Cost $47.00 Unrealized +63.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $149 Shares 1,192 Est. Cost $93.74 Unrealized +21.0%
DODIX DODGE COX INCOME FUND 0.0%
Value ($000) $147 Shares 10,302 Est. Cost $14.01 Unrealized
CWVIX CALVERT INTERNATIONAL EQUITY FUND CL I 0.0%
Value ($000) $144 Shares 5,352 Est. Cost $26.95 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $143 Shares 4,261 Est. Cost $25.18 Unrealized +10.7%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.0%
Value ($000) $139 Shares 710 Est. Cost $88.69 Unrealized +81.3%
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 0.0%
Value ($000) $137 Shares 916 Est. Cost $113.17 Unrealized
JAGIX JANUS HENDERSON GROWTH INCOME FD CL T 0.0%
Value ($000) $135 Shares 1,823 Est. Cost $41.67 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $134 Shares 385 Est. Cost $269.88 Unrealized +31.4%
ILMN ILLUMINA INC 0.0%
Value ($000) $132 Shares 325 Est. Cost $135.55 Unrealized +239.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $130 Shares 3,053 Est. Cost $23.90 Unrealized +51.0%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES 0.0%
Value ($000) $120 Shares 2,348 Est. Cost $50.46 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $119 Shares 1,829 Est. Cost $38.14 Unrealized +41.1%
CMI CUMMINS INC 0.0%
Value ($000) $119 Shares 528 Est. Cost $122.39 Unrealized +71.9%
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $118 Shares 906 Est. Cost $97.76 Unrealized +4.6%
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $116 Shares 510 Est. Cost $180.39 Unrealized
JOHN HANCOCK T/A DVD INCOME 0.0%
Value ($000) $114 Shares 5,000 Est. Cost $22.80 Unrealized
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $113 Shares 341 Est. Cost $254.95 Unrealized +27.1%
VASVX VANGUARD SELECTED VALUE FUND INV 0.0%
Value ($000) $112 Shares 3,656 Est. Cost $25.82 Unrealized
FRESX FIDELITY REAL ESTATE INVESTMENT FUND 0.0%
Value ($000) $110 Shares 2,319 Est. Cost $47.43 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $108 Shares 1,225 Est. Cost $67.00 Unrealized +29.3%
USBLX USAA GROWTH & TAX STRATEGY FUND 0.0%
Value ($000) $107 Shares 4,210 Est. Cost $20.12 Unrealized
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.0%
Value ($000) $106 Shares 9,916 Est. Cost $10.64 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $105 Shares 535 Est. Cost $145.21 Unrealized +23.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $103 Shares 870 Est. Cost $68.60 Unrealized +65.4%
INDEPENDENT BANK GROUP, INC 0.0%
Value ($000) $101 Shares 1,425 Est. Cost $70.88 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $100 Shares 483 Est. Cost $19.90 Unrealized +4.1%
FDWGX AMERICAN FDS DEVELOPING WORLD G & I F3 0.0%
Value ($000) $99 Shares 7,724 Est. Cost $10.11 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $99 Shares 3,547 Est. Cost $17.96 Unrealized +36.9%
TSONX TIAA CREF SOCIAL CHOICE INTERNATIONAL EQUITY 0.0%
Value ($000) $98 Shares 7,362 Est. Cost $13.28 Unrealized
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $97 Shares 2,959 Est. Cost $22.59 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $97 Shares 1,509 Est. Cost $47.33 Unrealized +15.8%
GABELLI UTILITY TRUST 0.0%
Value ($000) $96 Shares 12,159 Est. Cost $7.90 Unrealized
CMA COMERICA INCORPORATED 0.0%
Value ($000) $96 Shares 1,191 Est. Cost $58.39 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY 0.0%
Value ($000) $93 Shares 4,417 Est. Cost $20.15 Unrealized
AMERICAN CAMPUS COMMUNITIES INC. 0.0%
Value ($000) $93 Shares 1,912 Est. Cost $43.46 Unrealized
PEIFX PIMCO RAE EMERGING MARKETS FUND INSTL 0.0%
Value ($000) $92 Shares 7,973 Est. Cost $8.03 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $90 Shares 830 Est. Cost $73.20 Unrealized +32.8%
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $89 Shares 1,000 Est. Cost $30.75 Unrealized +152.0%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $88 Shares 440 Est. Cost $147.73 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $87 Shares 683 Est. Cost $66.88 Unrealized +77.4%
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $85 Shares 4,850 Est. Cost $16.37 Unrealized
PBW INVESCO WILDERHILL CLEAN ENE ETF 0.0%
Value ($000) $84 Shares 1,090 Est. Cost $77.06 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $84 Shares 1,070 Est. Cost $49.59 Unrealized +36.7%
ST LOUIS BANCSHARES, INC. COMMON STOCK 0.0%
Value ($000) $82 Shares 14,400 Est. Cost $4.72 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $82 Shares 1,009 Est. Cost $37.74 Unrealized +98.3%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $81 Shares 2,995 Est. Cost $27.71 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $81 Shares 960 Est. Cost $53.36 Unrealized +35.9%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $80 Shares 2,978 Est. Cost $27.54 Unrealized
HHHFX HARTFORD SCHRODERS EMERGING MARKETS EQUITY 0.0%
Value ($000) $79 Shares 3,966 Est. Cost $16.89 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $78 Shares 1,415 Est. Cost $33.53 Unrealized +46.4%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $77 Shares 2,948 Est. Cost $26.12 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $76 Shares 1,081 Est. Cost $56.07 Unrealized +6.4%
AMGN AMGEN, INC 0.0%
Value ($000) $76 Shares 356 Est. Cost $157.33 Unrealized +27.3%
FGBMX FIDELITY NEW MARKETS INCOME FUND CL Z 0.0%
Value ($000) $76 Shares 5,194 Est. Cost $14.63 Unrealized
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $74 Shares 2,756 Est. Cost $19.59 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.0%
Value ($000) $74 Shares 552 Est. Cost $79.44 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $74 Shares 1,459 Est. Cost $43.87 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $74 Shares 1,344 Est. Cost $52.83 Unrealized
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $74 Shares 9,373 Est. Cost $8.09 Unrealized
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $73 Shares 1,828 Est. Cost $35.01 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $73 Shares 955 Est. Cost $78.53 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $72 Shares 200 Est. Cost $205.00 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN ENE-ETF 0.0%
Value ($000) $72 Shares 1,155 Est. Cost $62.34 Unrealized
INVESCO BULLETSHARES 2021 CORP BOND ETF 0.0%
Value ($000) $72 Shares 3,407 Est. Cost $21.13 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $69 Shares 316 Est. Cost $217.22 Unrealized +14.2%
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $68 Shares 920 Est. Cost $97.01 Unrealized
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $66 Shares 700 Est. Cost $86.12 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $66 Shares 165 Est. Cost $148.29 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $66 Shares 327 Est. Cost $13.37 Unrealized +169.0%
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $66 Shares 4,549 Est. Cost $14.70 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND 0.0%
Value ($000) $65 Shares 593 Est. Cost $107.59 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $65 Shares 1,721 Est. Cost $30.00 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $64 Shares 470 Est. Cost $93.86 Unrealized
LZIEX LAZARD INTERNATIONAL EQUITY INSTL 0.0%
Value ($000) $63 Shares 3,004 Est. Cost $20.97 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $63 Shares 3,928 Est. Cost $11.86 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $59 Shares 865 Est. Cost $26.73 Unrealized +6.1%
USAUX USAA AGGRESSIVE GROWTH FUND 0.0%
Value ($000) $59 Shares 991 Est. Cost $43.39 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $59 Shares 138 Est. Cost $317.71 Unrealized +31.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $59 Shares 798 Est. Cost $67.72 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $58 Shares 476 Est. Cost $79.13 Unrealized +52.6%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $57 Shares 450 Est. Cost $67.40 Unrealized +82.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $55 Shares 300 Est. Cost $96.67 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $55 Shares 553 Est. Cost $104.88 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $55 Shares 550 Est. Cost $46.70 Unrealized -2.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $54 Shares 361 Est. Cost $128.37 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $54 Shares 205 Est. Cost $121.94 Unrealized +101.1%
WTRG ESSENTIAL UTILITIES, INC. 0.0%
Value ($000) $54 Shares 1,175 Est. Cost $43.38 Unrealized +11.7%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $54 Shares 540 Est. Cost $53.82 Unrealized +81.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $54 Shares 182 Est. Cost $99.52 Unrealized +186.1%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $53 Shares 662 Est. Cost $54.91 Unrealized +30.3%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $53 Shares 275 Est. Cost $162.97 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $52 Shares 219 Est. Cost $192.10 Unrealized +21.5%
ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $51 Shares 516 Est. Cost $78.10 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVT BD ETF 0.0%
Value ($000) $51 Shares 657 Est. Cost $76.77 Unrealized
SCHV SCHWAB US LARGE-CAP VALUE 0.0%
Value ($000) $51 Shares 760 Est. Cost $68.42 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $49 Shares 290 Est. Cost $110.65 Unrealized +43.5%
YUM YUM! BRANDS INC. 0.0%
Value ($000) $49 Shares 400 Est. Cost $89.15 Unrealized +31.0%
IWP MFC ISHARES TR RUSSELL MID-CAP GR ETF 0.0%
Value ($000) $47 Shares 418 Est. Cost $102.87 Unrealized
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $46 Shares 1,332 Est. Cost $21.03 Unrealized +52.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $46 Shares 676 Est. Cost $45.46 Unrealized +8.5%
PHILLIPS EDISON GROCERY CTR REIT II 0.0%
Value ($000) $45 Shares 5,138 Est. Cost $16.63 Unrealized
BGS BG FOODS INC 0.0%
Value ($000) $45 Shares 1,498 Est. Cost $9.63 Unrealized +104.3%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $44 Shares 800 Est. Cost $36.25 Unrealized
EATON VANCE TAX -ADV DVD INC 0.0%
Value ($000) $43 Shares 1,550 Est. Cost $27.74 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $43 Shares 722 Est. Cost $38.22 Unrealized +33.4%
VWINX VANGUARD WELLESLEY INCOME FUND INV 0.0%
Value ($000) $42 Shares 1,427 Est. Cost $27.61 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $42 Shares 829 Est. Cost $43.43 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT US LRG CAP EQ ETF 0.0%
Value ($000) $41 Shares 617 Est. Cost $58.35 Unrealized
VOO VANGAURD S&P 500 ETF 0.0%
Value ($000) $41 Shares 103 Est. Cost $398.06 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $41 Shares 400 Est. Cost $93.46 Unrealized +11.8%
CSDIX COHEN STEERS REAL ESTATE SECURITIES FD I 0.0%
Value ($000) $40 Shares 2,038 Est. Cost $17.99 Unrealized
NVS NOVARTIS AG-ADR 0.0%
Value ($000) $39 Shares 472 Est. Cost $75.94 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND 0.0%
Value ($000) $39 Shares 356 Est. Cost $111.35 Unrealized
BURKE HERBERT BANK TRUST 0.0%
Value ($000) $39 Shares 18 Est. Cost $2170.07 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $38 Shares 732 Est. Cost $17.13 Unrealized +196.0%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $38 Shares 720 Est. Cost $49.14 Unrealized
PWR QUANTA SERVICES, INC. 0.0%
Value ($000) $37 Shares 322 Est. Cost $99.50 Unrealized 0.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BD ETF 0.0%
Value ($000) $36 Shares 991 Est. Cost $36.33 Unrealized
CRANE CO 0.0%
Value ($000) $36 Shares 380 Est. Cost $58.54 Unrealized
ARTKX ARTISAN INTERNATIONAL VALUE FUND 0.0%
Value ($000) $36 Shares 804 Est. Cost $46.02 Unrealized
MET METLIFE INC 0.0%
Value ($000) $36 Shares 582 Est. Cost $51.27 Unrealized +2.8%
WM WASTE MANAGEMENT INC (NEW) 0.0%
Value ($000) $35 Shares 237 Est. Cost $119.74 Unrealized +16.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $35 Shares 271 Est. Cost $130.40 Unrealized +3.2%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $35 Shares 263 Est. Cost $111.70 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $33 Shares 172 Est. Cost $113.39 Unrealized +49.2%
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $33 Shares 160 Est. Cost $60.56 Unrealized +228.4%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $32 Shares 1,944 Est. Cost $12.79 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $32 Shares 682 Est. Cost $70.54 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $32 Shares 1,885 Est. Cost $17.32 Unrealized -23.4%
EVRG EVERGY INC 0.0%
Value ($000) $31 Shares 499 Est. Cost $50.98 Unrealized +7.6%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $31 Shares 174 Est. Cost $131.47 Unrealized +26.8%
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $31 Shares 1,417 Est. Cost $21.21 Unrealized +7.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 301 Est. Cost $45.77 Unrealized -0.2%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $31 Shares 109 Est. Cost $256.88 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $31 Shares 820 Est. Cost $21.14 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $30 Shares 1,385 Est. Cost $16.01 Unrealized +5.0%
FISV FISERV, INC. 0.0%
Value ($000) $30 Shares 281 Est. Cost $113.76 Unrealized -1.8%
OTIS OTIS WORLWIDE CORPORATION 0.0%
Value ($000) $30 Shares 366 Est. Cost $47.48 Unrealized +73.1%
NYVTX DAVIS NEW YORK VENTURE FUND CL A 0.0%
Value ($000) $29 Shares 911 Est. Cost $31.83 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $28 Shares 857 Est. Cost $26.93 Unrealized -2.4%
CAIBX AMERICAN CAPITAL INCOME BUILDER-A 0.0%
Value ($000) $28 Shares 424 Est. Cost $66.04 Unrealized
HLEMX HARDING LOEVNER EMERGING MARKETS PORTFOLIO 0.0%
Value ($000) $28 Shares 419 Est. Cost $71.60 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $28 Shares 598 Est. Cost $29.90 Unrealized +39.1%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $27 Shares 125 Est. Cost $155.22 Unrealized
XLC COMMUNICATION SVCS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $26 Shares 330 Est. Cost $66.67 Unrealized
FDS FACTSET RESEARCH SYSTEM 0.0%
Value ($000) $26 Shares 67 Est. Cost $314.73 Unrealized +10.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $25 Shares 103 Est. Cost $222.52 Unrealized +2.5%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $154.50 Unrealized +47.8%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $25 Shares 178 Est. Cost $132.13 Unrealized +3.7%
AFL AFLAC INC 0.0%
Value ($000) $24 Shares 458 Est. Cost $36.47 Unrealized +35.6%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $24 Shares 234 Est. Cost $62.95 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $24 Shares 161 Est. Cost $127.44 Unrealized +5.6%
IUSB ISHARES CORE TOTAL BOND ETF 0.0%
Value ($000) $23 Shares 426 Est. Cost $53.99 Unrealized
APTIV PLC 0.0%
Value ($000) $23 Shares 152 Est. Cost $151.32 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $22 Shares 619 Est. Cost $19.14 Unrealized +51.2%
LKQ LKQ CORPORATION 0.0%
Value ($000) $22 Shares 430 Est. Cost $45.68 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $22 Shares 136 Est. Cost $150.75 Unrealized 0.0%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $22 Shares 72 Est. Cost $157.33 Unrealized +94.0%
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $35.56 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $22 Shares 188 Est. Cost $39.93 Unrealized +151.2%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $22 Shares 60 Est. Cost $215.03 Unrealized +68.0%
ODVYX INVESCO DEVELOPING MARKETS FD Y 0.0%
Value ($000) $22 Shares 427 Est. Cost $51.52 Unrealized
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $21 Shares 203 Est. Cost $79.69 Unrealized +28.3%
TT TRANE TECHNOLOGIES PUBLIC LIMITED CO 0.0%
Value ($000) $21 Shares 122 Est. Cost $103.73 Unrealized +75.4%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $20 Shares 72 Est. Cost $209.64 Unrealized +34.2%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $20 Shares 98 Est. Cost $195.10 Unrealized 0.0%
PDP INVESCO DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $20 Shares 218 Est. Cost $55.07 Unrealized
WMMVY WAL-MART DE MEXICO SA ADR V 0.0%
Value ($000) $20 Shares 580 Est. Cost $34.48 Unrealized
DOW DOW INC 0.0%
Value ($000) $20 Shares 342 Est. Cost $35.25 Unrealized +35.6%
USAAX USAA GROWTH FUND 0.0%
Value ($000) $20 Shares 535 Est. Cost $26.99 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $20 Shares 55 Est. Cost $282.91 Unrealized +18.9%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $20 Shares 100 Est. Cost $105.00 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $19 Shares 171 Est. Cost $94.53 Unrealized +7.1%
ARTNA ARTESIAN RESOURCES CORP CL A 0.0%
Value ($000) $19 Shares 495 Est. Cost $19.16 Unrealized +75.6%
CE CELANESE CORPORATION-SER A 0.0%
Value ($000) $19 Shares 124 Est. Cost $146.80 Unrealized -2.6%
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $18 Shares 394 Est. Cost $63.33 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $18 Shares 116 Est. Cost $115.65 Unrealized +27.5%
AGILITI, INC 0.0%
Value ($000) $18 Shares 960 Est. Cost $21.88 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP 0.0%
Value ($000) $18 Shares 204 Est. Cost $88.24 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $17 Shares 240 Est. Cost $50.09 Unrealized +26.9%
VSS VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF 0.0%
Value ($000) $17 Shares 124 Est. Cost $106.39 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $17 Shares 864 Est. Cost $20.95 Unrealized -7.2%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $17 Shares 124 Est. Cost $111.68 Unrealized +16.3%
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $17 Shares 100 Est. Cost $103.76 Unrealized +52.3%
FIRSTCASH INC 0.0%
Value ($000) $17 Shares 189 Est. Cost $69.94 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $17 Shares 86 Est. Cost $111.28 Unrealized +72.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $17 Shares 211 Est. Cost $72.80 Unrealized +0.1%
GEN NORTONLIFELOCK INC. 0.0%
Value ($000) $17 Shares 688 Est. Cost $19.53 Unrealized +21.6%
FKRCX FRANKLIN GOLD AND PRECIOUS METALS FUND 0.0%
Value ($000) $16 Shares 776 Est. Cost $19.33 Unrealized
ASRAX INVESCO GLOBAL REAL ESTATE INCOME FD A 0.0%
Value ($000) $16 Shares 1,700 Est. Cost $9.41 Unrealized
TD TORONTO-DOMINION BANK ONT COM NEW 0.0%
Value ($000) $16 Shares 247 Est. Cost $69.96 Unrealized -4.7%
CTVA CORTEVA INC 0.0%
Value ($000) $16 Shares 386 Est. Cost $25.02 Unrealized +64.8%
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $16 Shares 78 Est. Cost $202.75 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 127 Est. Cost $107.94 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $16 Shares 88 Est. Cost $145.00 Unrealized
INTERPUBLIC GROUP COMPANIES INC 0.0%
Value ($000) $16 Shares 430 Est. Cost $26.88 Unrealized +12.9%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $16 Shares 290 Est. Cost $43.73 Unrealized 0.0%
VYX NCR CORPORATION 0.0%
Value ($000) $16 Shares 400 Est. Cost $11.46 Unrealized +127.1%
NFLX NETFLIX INC 0.0%
Value ($000) $15 Shares 24 Est. Cost $37.99 Unrealized +44.9%
TOTALENERGIES SE -SPON ADR 0.0%
Value ($000) $15 Shares 310 Est. Cost $46.37 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $15 Shares 100 Est. Cost $127.55 Unrealized 0.0%
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $15 Shares 2,700 Est. Cost $5.56 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $15 Shares 142 Est. Cost $70.07 Unrealized
HPQ HP INC 0.0%
Value ($000) $15 Shares 563 Est. Cost $24.60 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $15 Shares 217 Est. Cost $58.93 Unrealized +12.4%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $141.12 Unrealized +0.5%
FTV FORTIVE CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $42.43 Unrealized +26.6%
NFFFX AMERICAN NEW WORLD FUND F2 0.0%
Value ($000) $14 Shares 157 Est. Cost $89.17 Unrealized
MAS MASCO CORP. 0.0%
Value ($000) $14 Shares 245 Est. Cost $49.37 Unrealized +10.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $14 Shares 6 Est. Cost $2296.54 Unrealized -3.9%
MADCX BLACKROCK EMERGING MARKETS FUND I 0.0%
Value ($000) $14 Shares 464 Est. Cost $31.21 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $14 Shares 137 Est. Cost $76.36 Unrealized
TAMALE BLANCA, INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $14.00 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $14 Shares 41 Est. Cost $157.13 Unrealized +115.9%
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $14 Shares 330 Est. Cost $30.25 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $13 Shares 257 Est. Cost $17.82 Unrealized +211.0%
LAM RESEARCH CORPORATION 0.0%
Value ($000) $13 Shares 23 Est. Cost $652.17 Unrealized
SMCFX AMERICAN SMALLCAP WORLD FUND F2 0.0%
Value ($000) $13 Shares 144 Est. Cost $90.28 Unrealized
TSN TYSON FOODS INC - CL A 0.0%
Value ($000) $13 Shares 166 Est. Cost $65.81 Unrealized 0.0%
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $13 Shares 655 Est. Cost $18.39 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $12 Shares 280 Est. Cost $19.50 Unrealized +65.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $12 Shares 170 Est. Cost $82.05 Unrealized -10.7%
NOW SERVICENOW INC 0.0%
Value ($000) $12 Shares 20 Est. Cost $106.31 Unrealized +13.9%
BA BOEING COMPANY 0.0%
Value ($000) $12 Shares 53 Est. Cost $177.39 Unrealized +25.7%
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $12 Shares 169 Est. Cost $66.94 Unrealized +0.7%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $12 Shares 202 Est. Cost $57.63 Unrealized 0.0%
FHIGX FIDELITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $12 Shares 860 Est. Cost $13.35 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $103.95 Unrealized +11.1%
ELV ANTHEM INC 0.0%
Value ($000) $12 Shares 32 Est. Cost $358.13 Unrealized -0.1%
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $12 Shares 208 Est. Cost $38.71 Unrealized
YUMC YUM CHINA HOLDING INC 0.0%
Value ($000) $12 Shares 201 Est. Cost $54.74 Unrealized +12.3%
ABERDEEN ASIA PACIFIC INCOME FUND 0.0%
Value ($000) $12 Shares 3,000 Est. Cost $4.00 Unrealized
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $11 Shares 67 Est. Cost $148.46 Unrealized +7.7%
BP BP PLC SPONS ADR 0.0%
Value ($000) $11 Shares 406 Est. Cost $42.35 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.0%
Value ($000) $11 Shares 153 Est. Cost $69.24 Unrealized -0.6%
CAT CATERPILLAR INC. 0.0%
Value ($000) $11 Shares 57 Est. Cost $100.55 Unrealized +91.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $11 Shares 11 Est. Cost $300.64 Unrealized +11.7%
RPMGX T ROWE PRICE MIDCAP GROWTH FUND 0.0%
Value ($000) $11 Shares 88 Est. Cost $125.00 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 40 Est. Cost $155.48 Unrealized
YORW YORK WATER CO 0.0%
Value ($000) $11 Shares 248 Est. Cost $19.17 Unrealized +126.6%
DISCOVERY COMMUNICATIONS INC 0.0%
Value ($000) $10 Shares 409 Est. Cost $22.00 Unrealized
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $10 Shares 621 Est. Cost $13.41 Unrealized 0.0%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $10 Shares 238 Est. Cost $41.27 Unrealized -4.0%
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $10 Shares 125 Est. Cost $72.00 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $10 Shares 45 Est. Cost $162.86 Unrealized
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $10 Shares 327 Est. Cost $31.45 Unrealized
SPEM SPDR PORT S&P EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 236 Est. Cost $42.37 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $10 Shares 6 Est. Cost $1449.65 Unrealized +10.6%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $10 Shares 87 Est. Cost $68.43 Unrealized +66.8%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $9 Shares 242 Est. Cost $40.29 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $9 Shares 53 Est. Cost $123.55 Unrealized +50.4%
NOK NOKIA CORP ADR A 0.0%
Value ($000) $9 Shares 1,600 Est. Cost $3.75 Unrealized
LVS LAS VEGAS SANDS CORPORATION 0.0%
Value ($000) $9 Shares 253 Est. Cost $55.13 Unrealized -25.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $9 Shares 66 Est. Cost $136.36 Unrealized
ALC ALCON INC 0.0%
Value ($000) $9 Shares 114 Est. Cost $55.82 Unrealized +36.1%
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $131.20 Unrealized +235.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $9 Shares 211 Est. Cost $47.89 Unrealized -17.1%
VTRS VIATRIS INC 0.0%
Value ($000) $9 Shares 632 Est. Cost $13.33 Unrealized -12.1%
LUBY'S INC 0.0%
Value ($000) $9 Shares 2,097 Est. Cost $1.77 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $8 Shares 408 Est. Cost $19.09 Unrealized -12.2%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $8 Shares 374 Est. Cost $18.72 Unrealized
METLIFE INC SER A 4.000 PERP/CALL 11/23/2020 0.0%
Value ($000) $8 Shares 300 Est. Cost $23.33 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $80.52 Unrealized +116.0%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $8 Shares 245 Est. Cost $35.69 Unrealized +6.1%
QOPIX INVESCO FUNDAMENTAL ALTERNATIVES FD R6 0.0%
Value ($000) $8 Shares 273 Est. Cost $27.54 Unrealized
AEPFX AMERICAN EUROPACIFIC GROWTH FUND F2 0.0%
Value ($000) $8 Shares 121 Est. Cost $66.12 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $8 Shares 155 Est. Cost $41.04 Unrealized +7.1%
FLEX FLEXTRONICS INTERNATIONAL LTD. 0.0%
Value ($000) $8 Shares 447 Est. Cost $13.59 Unrealized -1.1%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $8 Shares 51 Est. Cost $149.37 Unrealized +11.6%
WFBFX AMERICAN CAPITAL WORLD BOND FD F3 0.0%
Value ($000) $8 Shares 419 Est. Cost $19.48 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $7 Shares 80 Est. Cost $72.86 Unrealized +3.1%
BPOP POPULAR, INC 0.0%
Value ($000) $7 Shares 84 Est. Cost $31.61 Unrealized +106.6%
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $7 Shares 401 Est. Cost $18.40 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
MDDCX BLACKROCK EMERGING MARKETS A 0.0%
Value ($000) $7 Shares 246 Est. Cost $29.50 Unrealized
AES AES CORPORATION 0.0%
Value ($000) $7 Shares 309 Est. Cost $22.19 Unrealized -7.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 114 Est. Cost $57.90 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $54.09 Unrealized +199.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $178.97 Unrealized +95.5%
BARRICK GOLD CORP 0.0%
Value ($000) $6 Shares 333 Est. Cost $27.03 Unrealized
VGSLX VANGUARD REAL ESTATE INDEX FD ADMIRAL SHARES 0.0%
Value ($000) $6 Shares 43 Est. Cost $119.94 Unrealized
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $6 Shares 35 Est. Cost $158.60 Unrealized
OSMAX INVESCO INTL SMALL-MID COMPANY FD A 0.0%
Value ($000) $6 Shares 106 Est. Cost $55.28 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $5 Shares 63 Est. Cost $45.71 Unrealized +28.7%
XBKNX BLACKROCK INVESTMENT QUALITY MUNICIPAL TRUST 0.0%
Value ($000) $5 Shares 295 Est. Cost $17.22 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $5 Shares 53 Est. Cost $69.83 Unrealized +8.8%
PHM PULTE HOMES INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.05 Unrealized +60.3%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $5 Shares 7 Est. Cost $515.71 Unrealized +47.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $157.19 Unrealized +40.0%
SIEGY SIEMENS AG - SPONS ADR 0.0%
Value ($000) $5 Shares 60 Est. Cost $75.55 Unrealized
FND FLOOR & DECOR HOLDINGS INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $35.51 Unrealized +236.0%
TRMK TRUSTMARK CORPORATION 0.0%
Value ($000) $5 Shares 168 Est. Cost $21.43 Unrealized +25.2%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $86.36 Unrealized +22.3%
BMO BANK OF MONTREAL 0.0%
Value ($000) $4 Shares 40 Est. Cost $55.37 Unrealized +51.6%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $4 Shares 19 Est. Cost $167.53 Unrealized +25.6%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.04 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $4 Shares 79 Est. Cost $45.77 Unrealized +12.2%
CB CHUBB LTD 0.0%
Value ($000) $4 Shares 25 Est. Cost $132.85 Unrealized +24.2%
SFM SPROUTS FARMERS MARKET INC 0.0%
Value ($000) $4 Shares 158 Est. Cost $26.68 Unrealized -8.7%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $101.18 Unrealized -22.0%
BGCIX BLACKROCK GLOBAL LONG/SHORT CREDIT FUND 0.0%
Value ($000) $4 Shares 395 Est. Cost $10.13 Unrealized
SNA SNAP-ON INCORPORATED 0.0%
Value ($000) $4 Shares 20 Est. Cost $146.41 Unrealized +35.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $4 Shares 162 Est. Cost $15.29 Unrealized +33.4%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $45.37 Unrealized +85.6%
LAD LITHIA MOTORS INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $361.63 Unrealized -3.7%
ICLR ICON PLC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $243.05 Unrealized 0.0%
CW CURTISS-WRIGHT CORP. 0.0%
Value ($000) $3 Shares 20 Est. Cost $122.83 Unrealized -4.3%
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $3 Shares 33 Est. Cost $57.29 Unrealized +45.6%
CCL CARNIVAL CORP. 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.56 Unrealized -34.6%
F FORD MOTOR COMPANY 0.0%
Value ($000) $3 Shares 230 Est. Cost $6.29 Unrealized +64.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $3 Shares 89 Est. Cost $36.53 Unrealized -9.4%
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.19 Unrealized +8.8%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $3 Shares 15 Est. Cost $107.49 Unrealized +60.9%
INVESCO BULLETSHARES 2023 CORP BOND ETF 0.0%
Value ($000) $3 Shares 130 Est. Cost $23.08 Unrealized
MINIX MFS INTERNATIONAL INTRINSIC VALUE FD I 0.0%
Value ($000) $3 Shares 56 Est. Cost $53.57 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $3 Shares 34 Est. Cost $58.82 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $2 Shares 13 Est. Cost $226.11 Unrealized
SHO SUNSTONE HOTEL INVESTORS INC 0.0%
Value ($000) $2 Shares 139 Est. Cost $14.39 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $2 Shares 39 Est. Cost $21.28 Unrealized +37.7%
NUSTAR ENERGY LP 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.44 Unrealized
IAA INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $29.41 Unrealized
NORDSTROM, INC. 0.0%
Value ($000) $2 Shares 86 Est. Cost $48.15 Unrealized
GLW CORNING INCORPORATED 0.0%
Value ($000) $2 Shares 45 Est. Cost $31.08 Unrealized +13.5%
ST SENSATA TECHNOLOGIES HOLDING 0.0%
Value ($000) $2 Shares 33 Est. Cost $58.31 Unrealized -1.4%
SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
OSK OSHKOSH TRUCK CORPORATION 0.0%
Value ($000) $2 Shares 17 Est. Cost $116.79 Unrealized -8.9%
MGDDY MICHELIN (CGDE) - UNSPONS ADR 0.0%
Value ($000) $2 Shares 76 Est. Cost $23.98 Unrealized
TCEHY TENCENT HOLDINGS LTD UNS ADR 0.0%
Value ($000) $2 Shares 27 Est. Cost $45.26 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $2 Shares 45 Est. Cost $31.86 Unrealized +24.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $128.83 Unrealized +1.4%
KIM KIMCO REALTY CORPORATION 0.0%
Value ($000) $2 Shares 102 Est. Cost $16.92 Unrealized +3.9%
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $2 Shares 79 Est. Cost $38.90 Unrealized -35.3%
SPIRIT AEROSYSTEMS HOLDINGS INC CL A 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
VICI VICI PROPERTIES INC 0.0%
Value ($000) $2 Shares 67 Est. Cost $24.21 Unrealized -0.7%
AVIVA PLC 0.0%
Value ($000) $2 Shares 192 Est. Cost $10.39 Unrealized
GPGNF GRUPO GIGANTE SAB-SER 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.13 Unrealized 0.0%
DTM DT MIDSTREAM, INC. 0.0%
Value ($000) $1 Shares 29 Est. Cost $35.96 Unrealized 0.0%
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $1 Shares 32 Est. Cost $36.34 Unrealized
TROSX T ROWE PRICE OVERSEAS STOCK FUND 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.62 Unrealized
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $1 Shares 240 Est. Cost $4.17 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.23 Unrealized +27.9%
OPLN KAR AUCTION SERVICES INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $19.09 Unrealized -11.6%
GVA GRANITE CONSTRUCTION INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $48.84 Unrealized -19.0%
KTRS-AM LLC 0.0%
Value ($000) $1 Shares 444 Est. Cost $2.25 Unrealized
NOBLE CORP WT EXP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $0 Shares 46 Est. Cost $16.21 Unrealized -56.4%
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
THNPY TECHNIP ENERGIES ADR-SPON 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
OILSANDS QUEST INC. 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
SEARS HOLDING CORPORATION 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
SKYDEX TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 3,667 Est. Cost Unrealized
DIAMOND OFFSHORE DRILLING INC WT EXP 0.0%
Value ($000) $0 Shares 87 Est. Cost Unrealized
ESC DIAMOND OFFSHORE D ESCROW 0.0%
Value ($000) $0 Shares 1,580 Est. Cost Unrealized