Ledyard National Bank Diversified Active

CIK: 0001310658 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 26, 2019

Total Value ($000): $747,469 (100.0% shares, 0.0% debt)

Holdings (252)

AAPL APPLE INC 4.0%
Value ($000) $29,529 Shares 149,195 Est. Cost $18.59 Unrealized +150.7%
QDF FLEXSHARES QUALITY DVD ETF 3.6%
Value ($000) $26,682 Shares 594,782 Est. Cost $38.65 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $23,771 Shares 177,445 Est. Cost $30.90 Unrealized +286.8%
CSCO CISCO SYSTEMS INC 2.6%
Value ($000) $19,424 Shares 354,909 Est. Cost $17.99 Unrealized +151.2%
PFE PFIZER INC 2.2%
Value ($000) $16,650 Shares 384,334 Est. Cost $17.59 Unrealized +66.2%
INTC INTEL CORP 2.2%
Value ($000) $16,611 Shares 347,002 Est. Cost $18.75 Unrealized +129.9%
AMZN AMAZON COM INC 1.8%
Value ($000) $13,651 Shares 7,209 Est. Cost $37.86 Unrealized +146.1%
VV VANGUARD LARGE CAP ETF 1.8%
Value ($000) $13,239 Shares 98,270 Est. Cost $79.04 Unrealized
ABBNY ABB LTD SPON ADR 1.6%
Value ($000) $11,687 Shares 583,489 Est. Cost $21.90 Unrealized
SUNTRUST BANKS INC 1.4%
Value ($000) $10,538 Shares 167,668 Est. Cost $38.82 Unrealized
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $10,533 Shares 96,058 Est. Cost $59.13 Unrealized +53.1%
V VISA INC 1.4%
Value ($000) $10,467 Shares 60,308 Est. Cost $68.90 Unrealized +126.9%
HD HOME DEPOT INC 1.4%
Value ($000) $10,286 Shares 49,461 Est. Cost $99.57 Unrealized +70.3%
ORCL ORACLE CORPORATION 1.4%
Value ($000) $10,182 Shares 178,726 Est. Cost $40.77 Unrealized +20.6%
SBUX STARBUCKS CORP 1.3%
Value ($000) $9,820 Shares 117,133 Est. Cost $37.22 Unrealized +82.5%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $9,296 Shares 121,307 Est. Cost $54.14 Unrealized +5.1%
VOE VANGUARD MID CAP VALUE ETF 1.2%
Value ($000) $8,949 Shares 80,376 Est. Cost $88.02 Unrealized
JNJ JOHNSON & JOHNSON CO 1.2%
Value ($000) $8,947 Shares 64,236 Est. Cost $69.05 Unrealized +66.2%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.2%
Value ($000) $8,923 Shares 102,118 Est. Cost $74.26 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 1.2%
Value ($000) $8,763 Shares 76,097 Est. Cost $72.90 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 1.1%
Value ($000) $8,560 Shares 57,034 Est. Cost $113.04 Unrealized
GOOGL ALPHABET INC CL A 1.1%
Value ($000) $8,179 Shares 7,553 Est. Cost $40.86 Unrealized +40.6%
NVO NOVO-NORDISK A/S SPONS ADR 1.0%
Value ($000) $7,794 Shares 152,708 Est. Cost $38.84 Unrealized
AVGO BROADCOM INC 1.0%
Value ($000) $7,632 Shares 26,513 Est. Cost $22.49 Unrealized +8.4%
PEP PEPSICO INC 1.0%
Value ($000) $7,565 Shares 57,688 Est. Cost $63.30 Unrealized +65.5%
SDY SPDR S&P DIVIDEND ETF 1.0%
Value ($000) $7,502 Shares 74,361 Est. Cost $68.67 Unrealized
VIS VANGUARD INDUSTRIALS ETF 1.0%
Value ($000) $7,438 Shares 51,017 Est. Cost $139.28 Unrealized
DG DOLLAR GENERAL CORP 1.0%
Value ($000) $7,357 Shares 54,432 Est. Cost $67.81 Unrealized +70.7%
MDT MEDTRONIC PLC 1.0%
Value ($000) $7,146 Shares 73,377 Est. Cost $59.53 Unrealized +28.0%
EBAY EBAY INC 0.9%
Value ($000) $7,049 Shares 178,455 Est. Cost $31.06 Unrealized +8.3%
TJX TJX COMPANIES INC 0.9%
Value ($000) $7,010 Shares 132,561 Est. Cost $41.53 Unrealized +17.2%
FLIR SYSTEMS INC 0.9%
Value ($000) $6,960 Shares 128,650 Est. Cost $32.35 Unrealized
KMB KIMBERLY-CLARK CORP 0.9%
Value ($000) $6,897 Shares 51,748 Est. Cost $77.19 Unrealized +32.4%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.9%
Value ($000) $6,877 Shares 49,871 Est. Cost $99.59 Unrealized -1.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.9%
Value ($000) $6,702 Shares 115,405 Est. Cost $50.86 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.9%
Value ($000) $6,604 Shares 44,230 Est. Cost $108.91 Unrealized
AMGN AMGEN INC 0.8%
Value ($000) $6,322 Shares 34,308 Est. Cost $117.24 Unrealized +24.7%
ICE INTERCONTINENTAL EXCHANGE INC 0.8%
Value ($000) $6,304 Shares 73,355 Est. Cost $47.87 Unrealized +56.7%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $6,128 Shares 20,791 Est. Cost $247.93 Unrealized
SPY SPDR S&P500 ETF 0.8%
Value ($000) $6,100 Shares 20,818 Est. Cost $217.77 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.8%
Value ($000) $5,900 Shares 107,473 Est. Cost $55.85 Unrealized
SYK STRYKER CORP 0.8%
Value ($000) $5,854 Shares 28,475 Est. Cost $105.67 Unrealized +68.2%
CMI CUMMINS INC 0.8%
Value ($000) $5,820 Shares 33,969 Est. Cost $115.87 Unrealized +19.3%
EVRG EVERGY INC 0.8%
Value ($000) $5,711 Shares 94,950 Est. Cost $45.30 Unrealized 0.0%
GOOG ALPHABET INC CL C 0.8%
Value ($000) $5,669 Shares 5,245 Est. Cost $35.89 Unrealized +59.5%
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $5,653 Shares 49,260 Est. Cost $62.79 Unrealized +47.7%
DISCOVERY COMMUNICATIONS C 0.8%
Value ($000) $5,647 Shares 198,487 Est. Cost $19.52 Unrealized
LOW LOWES COMPANIES INC 0.7%
Value ($000) $5,591 Shares 55,410 Est. Cost $77.11 Unrealized +21.2%
BR BROADRIDGE FINL SOLUTIONS INC 0.7%
Value ($000) $5,559 Shares 43,538 Est. Cost $107.51 Unrealized 0.0%
VTIP VANGUARD SHORT TERM TIPS ETF 0.7%
Value ($000) $5,534 Shares 112,216 Est. Cost $48.83 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.7%
Value ($000) $5,481 Shares 28,214 Est. Cost $168.01 Unrealized
TOTAL S.A. SPON ADR 0.7%
Value ($000) $5,352 Shares 95,926 Est. Cost $50.62 Unrealized
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $5,343 Shares 80,091 Est. Cost $39.29 Unrealized +46.3%
META FACEBOOK INC 0.7%
Value ($000) $5,312 Shares 27,523 Est. Cost $129.67 Unrealized +39.9%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $5,235 Shares 91,638 Est. Cost $34.66 Unrealized +15.5%
LUV SOUTHWEST AIRLINES CO 0.7%
Value ($000) $5,170 Shares 101,816 Est. Cost $48.21 Unrealized -1.3%
ADBE ADOBE INC 0.7%
Value ($000) $4,946 Shares 16,786 Est. Cost $89.14 Unrealized +211.6%
LYB LYONDELLBASELL INDUSTRIES NV 0.6%
Value ($000) $4,800 Shares 55,729 Est. Cost $55.39 Unrealized 0.0%
KBWB INVESCO KBW BANK PORT ETF 0.6%
Value ($000) $4,681 Shares 92,760 Est. Cost $53.61 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC 0.6%
Value ($000) $4,671 Shares 52,121 Est. Cost $80.55 Unrealized +5.5%
WY WEYERHAEUSER COMPANY 0.6%
Value ($000) $4,665 Shares 177,123 Est. Cost $20.28 Unrealized -2.8%
EFA ISHARES MSCI EAFE INDEX ETF 0.6%
Value ($000) $4,541 Shares 69,084 Est. Cost $63.65 Unrealized
NVS NOVARTIS AG ADR 0.6%
Value ($000) $4,528 Shares 49,592 Est. Cost $85.01 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $4,495 Shares 53,970 Est. Cost $50.31 Unrealized +41.9%
ON ON SEMICONDUCTOR CORP 0.6%
Value ($000) $4,469 Shares 221,136 Est. Cost $16.83 Unrealized +22.7%
D DOMINION ENERGY INC 0.6%
Value ($000) $4,200 Shares 54,319 Est. Cost $50.26 Unrealized +13.1%
CHINA MOBILE LTD SPON ADR 0.5%
Value ($000) $3,899 Shares 86,086 Est. Cost $49.04 Unrealized
PACWEST BANCORP 0.5%
Value ($000) $3,877 Shares 99,837 Est. Cost $43.48 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.5%
Value ($000) $3,726 Shares 21,819 Est. Cost $95.96 Unrealized +30.8%
BRK/B BERKSHIRE HATHAWAY INC B 0.5%
Value ($000) $3,685 Shares 17,283 Est. Cost $128.96 Unrealized +60.4%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $3,575 Shares 41,754 Est. Cost $47.56 Unrealized +32.5%
XLY CONSUMER DISC SELECT SECTOR SPDR ETF 0.5%
Value ($000) $3,516 Shares 29,493 Est. Cost $79.63 Unrealized
QLC FLEXSHARES US QLTY LGE CAP ETF 0.5%
Value ($000) $3,374 Shares 100,162 Est. Cost $33.22 Unrealized
OMC OMNICOM GROUP 0.4%
Value ($000) $3,291 Shares 40,160 Est. Cost $56.65 Unrealized +9.4%
XLK TECHNOLOGY SELECT SECT SPDR ETF 0.4%
Value ($000) $3,253 Shares 41,685 Est. Cost $54.36 Unrealized
SNY SANOFI ADR 0.4%
Value ($000) $3,199 Shares 73,923 Est. Cost $46.07 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $3,104 Shares 23,838 Est. Cost $105.48 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $3,080 Shares 18,629 Est. Cost $48.08 Unrealized +193.2%
VNQ VANGUARD REIT INDEX ETF 0.4%
Value ($000) $3,028 Shares 34,640 Est. Cost $83.94 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $2,988 Shares 14,588 Est. Cost $22.94 Unrealized +82.2%
PRU PRUDENTIAL FINANCIAL INC 0.4%
Value ($000) $2,824 Shares 27,966 Est. Cost $75.79 Unrealized -5.7%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $2,789 Shares 36,091 Est. Cost $75.60 Unrealized -10.4%
SJM J M SMUCKER CO 0.4%
Value ($000) $2,758 Shares 23,941 Est. Cost $87.56 Unrealized +12.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $2,625 Shares 42,748 Est. Cost $62.99 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $2,543 Shares 30,243 Est. Cost $36.38 Unrealized +93.0%
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $2,511 Shares 29,536 Est. Cost $93.29 Unrealized
DIS WALT DISNEY CO 0.3%
Value ($000) $2,462 Shares 17,632 Est. Cost $62.39 Unrealized +105.2%
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $2,455 Shares 24,657 Est. Cost $65.40 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.3%
Value ($000) $2,444 Shares 47,986 Est. Cost $50.87 Unrealized
T AT&T INC 0.3%
Value ($000) $2,411 Shares 71,955 Est. Cost $11.83 Unrealized +27.5%
NKE NIKE INC CLASS B 0.3%
Value ($000) $2,322 Shares 27,655 Est. Cost $42.95 Unrealized +79.5%
AQUA AMERICA INC 0.3%
Value ($000) $2,233 Shares 53,964 Est. Cost $32.95 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.3%
Value ($000) $2,225 Shares 7,110 Est. Cost $408.37 Unrealized -18.9%
MRK MERCK & CO INC 0.3%
Value ($000) $2,208 Shares 26,333 Est. Cost $34.51 Unrealized +80.0%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $2,172 Shares 17,450 Est. Cost $72.50 Unrealized +24.5%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $2,171 Shares 13,250 Est. Cost $68.54 Unrealized +118.7%
MMM 3M CO 0.3%
Value ($000) $2,146 Shares 12,380 Est. Cost $92.47 Unrealized +30.5%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $2,017 Shares 9,866 Est. Cost $61.59 Unrealized +173.1%
WMT WAL-MART STORES INC 0.3%
Value ($000) $2,007 Shares 18,163 Est. Cost $20.27 Unrealized +54.5%
GBIL GOLDMAN SACHS TREAS ACCESS 0-1 YR ETF 0.3%
Value ($000) $1,992 Shares 19,850 Est. Cost $100.17 Unrealized
TDTT FLEXSHARES IBOXX 3 YR TGT TIPS ETF 0.3%
Value ($000) $1,902 Shares 77,042 Est. Cost $24.15 Unrealized
KEY KEYCORP NEW 0.3%
Value ($000) $1,889 Shares 106,430 Est. Cost $8.60 Unrealized +42.7%
ABBV ABBVIE INC 0.3%
Value ($000) $1,880 Shares 25,846 Est. Cost $40.79 Unrealized +45.6%
QDEF FLEXSHARES QUALITY DIV DEFENSIVE ETF 0.2%
Value ($000) $1,864 Shares 41,450 Est. Cost $35.01 Unrealized
SIX FLAGS ENTERTAINMENT CORP 0.2%
Value ($000) $1,842 Shares 37,077 Est. Cost $69.96 Unrealized
XLV HEALTH CARE SEL SECT SPDR ETF 0.2%
Value ($000) $1,775 Shares 19,155 Est. Cost $76.35 Unrealized
CMA COMERICA INC 0.2%
Value ($000) $1,711 Shares 23,550 Est. Cost $24.17 Unrealized +122.3%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $1,696 Shares 9,178 Est. Cost $31.95 Unrealized +89.3%
ECL ECOLAB INC 0.2%
Value ($000) $1,614 Shares 8,175 Est. Cost $97.24 Unrealized +78.1%
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRA ETF 0.2%
Value ($000) $1,584 Shares 31,064 Est. Cost $44.46 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,563 Shares 30,691 Est. Cost $28.68 Unrealized +39.2%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,542 Shares 9,122 Est. Cost $71.01 Unrealized +108.1%
JPM JP MORGAN CHASE & CO 0.2%
Value ($000) $1,512 Shares 13,527 Est. Cost $60.05 Unrealized +53.2%
MA MASTERCARD INC CL A 0.2%
Value ($000) $1,511 Shares 5,712 Est. Cost $72.22 Unrealized +234.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $1,420 Shares 18,143 Est. Cost $70.35 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,332 Shares 3,659 Est. Cost $152.51 Unrealized +134.2%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $1,330 Shares 4,530 Est. Cost $170.24 Unrealized +59.0%
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $1,330 Shares 7,714 Est. Cost $166.67 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.2%
Value ($000) $1,320 Shares 31,952 Est. Cost $32.42 Unrealized +3.0%
MAR MARRIOTT INTERNATIONAL INC 0.2%
Value ($000) $1,301 Shares 9,273 Est. Cost $61.32 Unrealized +105.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,298 Shares 30,501 Est. Cost $42.83 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $1,282 Shares 16,324 Est. Cost $55.17 Unrealized +5.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,211 Shares 5,829 Est. Cost $84.10 Unrealized +101.8%
BB&T CORPORATION 0.2%
Value ($000) $1,204 Shares 24,519 Est. Cost $34.05 Unrealized
TEMPLETON GLOBAL INCOME FUND ETF 0.2%
Value ($000) $1,183 Shares 186,000 Est. Cost $6.65 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,119 Shares 24,685 Est. Cost $32.56 Unrealized +10.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,057 Shares 6,053 Est. Cost $64.59 Unrealized +114.7%
AVANGRID INC 0.1%
Value ($000) $1,003 Shares 19,859 Est. Cost $50.98 Unrealized
INGERSOLL RAND PLC DUBLIN 0.1%
Value ($000) $976 Shares 7,701 Est. Cost $65.53 Unrealized
CB CHUBB LTD 0.1%
Value ($000) $956 Shares 6,489 Est. Cost $96.29 Unrealized +34.3%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.1%
Value ($000) $948 Shares 70,984 Est. Cost $12.76 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $915 Shares 6,067 Est. Cost $78.41 Unrealized +64.0%
DHR DANAHER CORP 0.1%
Value ($000) $906 Shares 6,341 Est. Cost $49.77 Unrealized +131.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $877 Shares 22,074 Est. Cost $52.55 Unrealized -36.0%
TLTD FLEXSHARES MORNINGSTAR DEV MKT EX US TILT ETF 0.1%
Value ($000) $843 Shares 13,858 Est. Cost $68.23 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $815 Shares 29,542 Est. Cost $23.50 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $812 Shares 7,192 Est. Cost $48.33 Unrealized +98.6%
TAN INVESCO SOLAR ETF 0.1%
Value ($000) $811 Shares 28,704 Est. Cost $23.13 Unrealized
VGT VANGUARD INFO TECH ETF 0.1%
Value ($000) $801 Shares 3,796 Est. Cost $89.41 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $769 Shares 9,929 Est. Cost $66.93 Unrealized
LINDE PLC 0.1%
Value ($000) $763 Shares 3,801 Est. Cost $155.88 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $728 Shares 69,339 Est. Cost $23.99 Unrealized
WTS WATTS WATER TECHNOLOGIES-A 0.1%
Value ($000) $706 Shares 7,576 Est. Cost $65.67 Unrealized +30.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $682 Shares 5,528 Est. Cost $78.05 Unrealized +37.7%
AGG ISHARES CORE TOTAL AGGR US BOND ETF 0.1%
Value ($000) $667 Shares 5,991 Est. Cost $108.34 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $666 Shares 2,522 Est. Cost $132.10 Unrealized +71.5%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX ETF 0.1%
Value ($000) $664 Shares 13,030 Est. Cost $52.35 Unrealized
WSBC WESBANCO INC 0.1%
Value ($000) $662 Shares 17,185 Est. Cost $33.35 Unrealized +15.4%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $652 Shares 7,966 Est. Cost $35.33 Unrealized +93.8%
CL COLGATE PALMOLIVE INC 0.1%
Value ($000) $643 Shares 8,974 Est. Cost $52.73 Unrealized +15.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $620 Shares 13,099 Est. Cost $18.66 Unrealized +65.7%
SCHM SCHWAB US MID CAP ETF 0.1%
Value ($000) $620 Shares 10,857 Est. Cost $53.24 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $593 Shares 3,208 Est. Cost $114.86 Unrealized +42.5%
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $572 Shares 3,419 Est. Cost $134.72 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.1%
Value ($000) $567 Shares 7,026 Est. Cost $79.17 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC A 0.1%
Value ($000) $565 Shares 10,483 Est. Cost $27.45 Unrealized +60.7%
WELL WELLTOWER INC 0.1%
Value ($000) $558 Shares 6,847 Est. Cost $43.04 Unrealized +48.7%
SRE SEMPRA ENERGY 0.1%
Value ($000) $552 Shares 4,020 Est. Cost $42.23 Unrealized +25.2%
MSA MSA SAFETY INC 0.1%
Value ($000) $546 Shares 5,185 Est. Cost $72.92 Unrealized +44.1%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $542 Shares 7,221 Est. Cost $27.24 Unrealized 0.0%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.1%
Value ($000) $531 Shares 2,845 Est. Cost $179.61 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $531 Shares 6,060 Est. Cost $54.42 Unrealized +24.7%
PHO INVESCO WATER RESOURCES ETF 0.1%
Value ($000) $529 Shares 14,850 Est. Cost $33.97 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $526 Shares 4,748 Est. Cost $60.49 Unrealized +78.5%
XLE ENERGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $524 Shares 8,228 Est. Cost $67.22 Unrealized
CERNER CORP 0.1%
Value ($000) $523 Shares 7,140 Est. Cost $59.58 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $519 Shares 6,205 Est. Cost $64.27 Unrealized +14.5%
CMCSA COMCAST CORP 0.1%
Value ($000) $518 Shares 12,249 Est. Cost $28.17 Unrealized +26.2%
UNILEVER PLC SPON ADR 0.1%
Value ($000) $510 Shares 8,230 Est. Cost $40.73 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $496 Shares 7,183 Est. Cost $47.83 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $491 Shares 3,281 Est. Cost $90.63 Unrealized +37.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $486 Shares 7,970 Est. Cost $40.20 Unrealized +22.5%
EXC EXELON CORP 0.1%
Value ($000) $484 Shares 10,096 Est. Cost $18.93 Unrealized +47.5%
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.1%
Value ($000) $478 Shares 10,122 Est. Cost $45.18 Unrealized
SYY SYSCO CORPORATION 0.1%
Value ($000) $476 Shares 6,734 Est. Cost $33.79 Unrealized +76.2%
HOLX HOLOGIC INC 0.1%
Value ($000) $472 Shares 9,820 Est. Cost $38.88 Unrealized +18.9%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $466 Shares 10,385 Est. Cost $33.66 Unrealized +16.9%
WM WASTE MANAGEMENT 0.1%
Value ($000) $463 Shares 4,011 Est. Cost $50.96 Unrealized +90.8%
SCHA SCHWAB US SMALL CAP ETF 0.1%
Value ($000) $459 Shares 6,417 Est. Cost $69.74 Unrealized
GM GENERAL MOTORS CO 0.1%
Value ($000) $453 Shares 11,767 Est. Cost $33.54 Unrealized +3.5%
BLACKROCK INC 0.1%
Value ($000) $439 Shares 936 Est. Cost $411.41 Unrealized
PPL PPL CORP 0.1%
Value ($000) $438 Shares 14,130 Est. Cost $22.96 Unrealized +1.6%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $436 Shares 1,924 Est. Cost $85.88 Unrealized +105.2%
PSX PHILLIPS 66 0.1%
Value ($000) $432 Shares 4,617 Est. Cost $55.87 Unrealized +22.6%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $428 Shares 3,689 Est. Cost $31.82 Unrealized +206.4%
TGT TARGET CORP 0.1%
Value ($000) $425 Shares 4,905 Est. Cost $46.06 Unrealized +47.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $415 Shares 14,304 Est. Cost $17.46 Unrealized +40.3%
ITRI ITRON INC 0.1%
Value ($000) $415 Shares 6,630 Est. Cost $71.30 Unrealized -22.1%
GIS GENERAL MILLS INC 0.1%
Value ($000) $404 Shares 7,681 Est. Cost $35.47 Unrealized +16.2%
VHT VANGUARD HEALTHCARE ETF 0.1%
Value ($000) $404 Shares 2,320 Est. Cost $132.84 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $402 Shares 7,390 Est. Cost $63.19 Unrealized -31.1%
TECH DATA CORP 0.1%
Value ($000) $401 Shares 3,832 Est. Cost $102.50 Unrealized
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE ETF 0.1%
Value ($000) $399 Shares 6,281 Est. Cost $62.40 Unrealized
LQD ISHARES IBOXX INV GRADE CORP BD ETF 0.1%
Value ($000) $399 Shares 3,210 Est. Cost $120.51 Unrealized
AFL AFLAC INCORPORATED 0.1%
Value ($000) $399 Shares 7,288 Est. Cost $31.26 Unrealized +41.0%
NUVEEN MUNI VALUE FDS INC 0.1%
Value ($000) $396 Shares 38,870 Est. Cost $9.92 Unrealized
XLB MATERIALS SELECT SECTOR SPDR ETF 0.1%
Value ($000) $395 Shares 6,751 Est. Cost $53.62 Unrealized
BLACKROCK MUNI 2020 TERM TRUST ETF 0.1%
Value ($000) $394 Shares 26,200 Est. Cost $15.65 Unrealized
ERTH INVESCO CLEANTECH ETF 0.1%
Value ($000) $388 Shares 8,511 Est. Cost $42.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $386 Shares 1,580 Est. Cost $139.10 Unrealized +54.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $379 Shares 3,677 Est. Cost $73.81 Unrealized +8.6%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $375 Shares 1,488 Est. Cost $125.96 Unrealized +66.5%
GLAXO SMITHKLINE PLC SP ADR 0.0%
Value ($000) $373 Shares 9,323 Est. Cost $42.73 Unrealized
ST SENSATA TECHNOLOGIES HOLDING PLC 0.0%
Value ($000) $369 Shares 7,530 Est. Cost $51.18 Unrealized -7.0%
MKL MARKEL CORP 0.0%
Value ($000) $363 Shares 333 Est. Cost $526.48 Unrealized +99.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $360 Shares 1,807 Est. Cost $93.02 Unrealized +86.4%
AEE AMEREN CORP 0.0%
Value ($000) $359 Shares 4,781 Est. Cost $41.50 Unrealized +47.0%
KELLOGG CO 0.0%
Value ($000) $358 Shares 6,685 Est. Cost $44.68 Unrealized -6.7%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $356 Shares 2,290 Est. Cost $136.47 Unrealized
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $356 Shares 2,660 Est. Cost $76.59 Unrealized +66.8%
NUVEEN MUNICIPAL INCOME FUND 0.0%
Value ($000) $355 Shares 31,595 Est. Cost $11.10 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING ADR 0.0%
Value ($000) $354 Shares 9,040 Est. Cost $17.06 Unrealized
IDV ISHARES INTL SELECT DIVIDEND ETF 0.0%
Value ($000) $353 Shares 11,500 Est. Cost $33.74 Unrealized
WMS ADVANCED DRAINAGE SYSTEMS INC 0.0%
Value ($000) $348 Shares 10,602 Est. Cost $27.20 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $339 Shares 6,875 Est. Cost $36.37 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $338 Shares 7,882 Est. Cost $40.78 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $338 Shares 19,380 Est. Cost $18.22 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $333 Shares 7,040 Est. Cost $43.20 Unrealized -9.5%
VEA VANGUARD FTSE DEV MKT ETF 0.0%
Value ($000) $332 Shares 7,949 Est. Cost $40.38 Unrealized
ROP ROPER TECHNOLOGIES, INC 0.0%
Value ($000) $320 Shares 875 Est. Cost $271.14 Unrealized +25.9%
DE DEERE & COMPANY 0.0%
Value ($000) $315 Shares 1,898 Est. Cost $87.86 Unrealized +61.0%
TLTE FLEXSHARES MORNINGSTAR EMER MKT TILT ETF 0.0%
Value ($000) $312 Shares 6,024 Est. Cost $58.51 Unrealized
CLX CLOROX 0.0%
Value ($000) $312 Shares 2,036 Est. Cost $70.64 Unrealized +77.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $310 Shares 1,973 Est. Cost $93.02 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $308 Shares 3,495 Est. Cost $49.51 Unrealized +36.9%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $301 Shares 5,288 Est. Cost $40.26 Unrealized +48.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $301 Shares 6,467 Est. Cost $59.91 Unrealized -16.0%
WAT WATERS CORP 0.0%
Value ($000) $299 Shares 1,387 Est. Cost $177.95 Unrealized +22.8%
STT STATE STREET CORP 0.0%
Value ($000) $281 Shares 5,008 Est. Cost $59.18 Unrealized -15.5%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $277 Shares 1,005 Est. Cost $103.21 Unrealized +138.7%
DCI DONALDSON CO INC 0.0%
Value ($000) $272 Shares 5,353 Est. Cost $35.42 Unrealized +28.9%
FTV FORTIVE CORP 0.0%
Value ($000) $269 Shares 3,300 Est. Cost $36.85 Unrealized +37.0%
SCHE SCHWAB EMERGING MKTS EQUITY ETF 0.0%
Value ($000) $262 Shares 10,000 Est. Cost $25.15 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $262 Shares 140 Est. Cost $1936.63 Unrealized -8.8%
CNC CENTENE CORP 0.0%
Value ($000) $254 Shares 4,845 Est. Cost $54.01 Unrealized 0.0%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $253 Shares 7,990 Est. Cost $31.66 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $248 Shares 1,900 Est. Cost $60.73 Unrealized +59.1%
ALLERGAN PLC 0.0%
Value ($000) $245 Shares 1,463 Est. Cost $234.10 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $245 Shares 1,800 Est. Cost $68.15 Unrealized
CSX CSX CORP 0.0%
Value ($000) $243 Shares 3,146 Est. Cost $13.08 Unrealized +80.1%
VOD VODAFONE GROUP PLC SP ADR 0.0%
Value ($000) $241 Shares 14,777 Est. Cost $30.35 Unrealized
PPG PPG INDUSTRIES 0.0%
Value ($000) $240 Shares 2,054 Est. Cost $79.05 Unrealized +27.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $239 Shares 2,480 Est. Cost $9.45 Unrealized +194.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $237 Shares 669 Est. Cost $270.71 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $232 Shares 2,106 Est. Cost $110.16 Unrealized
VFC V F CORPORATION 0.0%
Value ($000) $230 Shares 2,630 Est. Cost $58.40 Unrealized +47.5%
AZO AUTOZONE INC 0.0%
Value ($000) $221 Shares 201 Est. Cost $499.15 Unrealized +110.8%
ROYAL DUTCH SHELL PLC ADR 0.0%
Value ($000) $216 Shares 3,314 Est. Cost $62.19 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $216 Shares 1,585 Est. Cost $114.70 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $213 Shares 7,202 Est. Cost $25.02 Unrealized 0.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $207 Shares 3,350 Est. Cost $61.79 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST ETF 0.0%
Value ($000) $137 Shares 12,131 Est. Cost $9.78 Unrealized