Legacy Private Trust Co. Diversified Active

CIK: 0001352547 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 23, 2020

Total Value ($000): $770,455 (100.0% shares, 0.0% debt)

Holdings (203)

IVV ISHARES TR 6.7%
Value ($000) $51,934 Shares 200,982 Est. Cost $287.74 Unrealized
AGG ISHARES TR 5.7%
Value ($000) $44,035 Shares 381,679 Est. Cost $110.74 Unrealized
ITOT ISHARES TR 5.2%
Value ($000) $40,158 Shares 701,942 Est. Cost $67.98 Unrealized
BND VANGUARD BD INDEX FDS 3.2%
Value ($000) $24,576 Shares 287,934 Est. Cost $81.62 Unrealized
VTI VANGUARD INDEX FDS 2.8%
Value ($000) $21,555 Shares 167,215 Est. Cost $139.17 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 2.7%
Value ($000) $21,102 Shares 705,039 Est. Cost $29.98 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 2.4%
Value ($000) $18,638 Shares 559,046 Est. Cost $40.42 Unrealized
ACWX ISHARES TR 2.3%
Value ($000) $17,485 Shares 464,415 Est. Cost $46.30 Unrealized
MTUM ISHARES TR 1.9%
Value ($000) $14,576 Shares 136,884 Est. Cost $110.94 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $13,732 Shares 163,446 Est. Cost $102.97 Unrealized
TLT ISHARES TR 1.8%
Value ($000) $13,494 Shares 81,797 Est. Cost $143.16 Unrealized
CSM PROSHARES TR 1.7%
Value ($000) $13,323 Shares 225,057 Est. Cost $60.89 Unrealized
SPLV INVESCO EXCHANGE-TRADED FD T 1.7%
Value ($000) $13,015 Shares 277,377 Est. Cost $47.41 Unrealized
VXUS VANGUARD STAR FDS 1.7%
Value ($000) $12,768 Shares 304,284 Est. Cost $51.76 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $12,350 Shares 48,567 Est. Cost $41.36 Unrealized +71.8%
FISV FISERV INC 1.6%
Value ($000) $12,339 Shares 129,901 Est. Cost $48.67 Unrealized +128.2%
MUB ISHARES TR 1.5%
Value ($000) $11,719 Shares 103,700 Est. Cost $109.22 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.5%
Value ($000) $11,609 Shares 214,698 Est. Cost $54.19 Unrealized
SPDW SPDR INDEX SHS FDS 1.3%
Value ($000) $10,328 Shares 431,399 Est. Cost $24.60 Unrealized
SPTI SPDR SER TR 1.1%
Value ($000) $8,689 Shares 262,273 Est. Cost $45.75 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $8,319 Shares 95,516 Est. Cost $85.68 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 1.1%
Value ($000) $8,311 Shares 167,316 Est. Cost $50.06 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $8,072 Shares 6,947 Est. Cost $49.39 Unrealized +36.2%
SCHB SCHWAB STRATEGIC TR 1.0%
Value ($000) $7,883 Shares 130,441 Est. Cost $60.43 Unrealized
UNP UNION PAC CORP 1.0%
Value ($000) $7,764 Shares 55,051 Est. Cost $80.48 Unrealized +80.2%
KMB KIMBERLY CLARK CORP 1.0%
Value ($000) $7,507 Shares 58,709 Est. Cost $71.20 Unrealized +57.4%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $7,307 Shares 81,161 Est. Cost $64.49 Unrealized +60.7%
NOBL PROSHARES TR 0.9%
Value ($000) $7,302 Shares 126,609 Est. Cost $61.47 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $7,287 Shares 103,283 Est. Cost $62.10 Unrealized
IEF ISHARES TR 0.9%
Value ($000) $7,157 Shares 58,919 Est. Cost $115.10 Unrealized
ECL ECOLAB INC 0.9%
Value ($000) $6,769 Shares 43,443 Est. Cost $104.92 Unrealized +68.1%
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $6,666 Shares 198,704 Est. Cost $40.95 Unrealized
MA MASTERCARD INC 0.8%
Value ($000) $6,393 Shares 26,465 Est. Cost $109.07 Unrealized +163.9%
WMT WALMART INC 0.8%
Value ($000) $6,111 Shares 53,784 Est. Cost $27.71 Unrealized +27.6%
ARKK ARK ETF TR 0.8%
Value ($000) $5,961 Shares 135,467 Est. Cost $42.73 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $5,596 Shares 103,403 Est. Cost $28.14 Unrealized +86.0%
IDEV ISHARES TR 0.7%
Value ($000) $5,582 Shares 125,980 Est. Cost $46.21 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $5,444 Shares 34,518 Est. Cost $47.82 Unrealized +226.9%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $5,296 Shares 98,570 Est. Cost $35.21 Unrealized +16.5%
AMZN AMAZON COM INC 0.7%
Value ($000) $5,295 Shares 2,716 Est. Cost $38.69 Unrealized +150.1%
PRF INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $5,074 Shares 54,887 Est. Cost $112.60 Unrealized
TGT TARGET CORP 0.7%
Value ($000) $5,024 Shares 54,041 Est. Cost $62.80 Unrealized +51.2%
IJR ISHARES TR 0.7%
Value ($000) $5,024 Shares 89,553 Est. Cost $75.22 Unrealized
NVDA NVIDIA CORP 0.6%
Value ($000) $4,884 Shares 18,528 Est. Cost $3.83 Unrealized +63.9%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $4,884 Shares 17,222 Est. Cost $181.67 Unrealized +70.9%
USMV ISHARES TR 0.6%
Value ($000) $4,827 Shares 89,379 Est. Cost $35.50 Unrealized
HYLB DBX ETF TR 0.6%
Value ($000) $4,803 Shares 109,000 Est. Cost $48.74 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $4,800 Shares 49,682 Est. Cost $100.23 Unrealized +23.2%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $4,746 Shares 47,497 Est. Cost $56.61 Unrealized +79.5%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $4,722 Shares 104,984 Est. Cost $41.09 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $4,664 Shares 52,151 Est. Cost $139.16 Unrealized
ASB ASSOCIATED BANC CORP 0.6%
Value ($000) $4,614 Shares 360,762 Est. Cost $15.05 Unrealized -6.1%
ALL ALLSTATE CORP 0.6%
Value ($000) $4,401 Shares 47,984 Est. Cost $69.51 Unrealized +35.6%
CSCO CISCO SYS INC 0.6%
Value ($000) $4,376 Shares 111,305 Est. Cost $28.50 Unrealized +28.7%
DHR DANAHER CORPORATION 0.6%
Value ($000) $4,312 Shares 31,152 Est. Cost $95.83 Unrealized +37.0%
STZ CONSTELLATION BRANDS INC 0.6%
Value ($000) $4,303 Shares 30,010 Est. Cost $72.94 Unrealized +119.5%
MTD METTLER TOLEDO INTERNATIONAL 0.5%
Value ($000) $4,031 Shares 5,837 Est. Cost $421.42 Unrealized +77.0%
PFE PFIZER INC 0.5%
Value ($000) $4,011 Shares 122,896 Est. Cost $24.20 Unrealized +6.7%
ISHARES TR 0.5%
Value ($000) $4,000 Shares 157,675 Est. Cost $25.37 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.5%
Value ($000) $3,828 Shares 54,370 Est. Cost $75.37 Unrealized
GVI ISHARES TR 0.5%
Value ($000) $3,729 Shares 32,509 Est. Cost $109.67 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $3,623 Shares 21,722 Est. Cost $188.31 Unrealized +3.2%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,575 Shares 27,266 Est. Cost $79.52 Unrealized +51.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $3,401 Shares 75,728 Est. Cost $41.22 Unrealized +7.1%
ROP ROPER TECHNOLOGIES INC 0.4%
Value ($000) $3,390 Shares 10,872 Est. Cost $291.94 Unrealized +17.2%
LOW LOWES COS INC 0.4%
Value ($000) $3,318 Shares 38,566 Est. Cost $92.95 Unrealized +5.7%
GSY INVESCO ACTIVELY MANAGED ETF 0.4%
Value ($000) $3,271 Shares 66,338 Est. Cost $50.25 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,214 Shares 54,172 Est. Cost $54.32 Unrealized +1.8%
MCK MCKESSON CORP 0.4%
Value ($000) $3,104 Shares 22,946 Est. Cost $121.23 Unrealized +16.2%
PCY INVESCO EXCHANGE-TRADED FD T 0.4%
Value ($000) $2,963 Shares 123,932 Est. Cost $27.06 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,923 Shares 40,342 Est. Cost $78.96 Unrealized -3.7%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $2,831 Shares 28,302 Est. Cost $110.37 Unrealized +7.9%
SPIB SPDR SER TR 0.4%
Value ($000) $2,752 Shares 80,918 Est. Cost $34.02 Unrealized
BAC BK OF AMERICA CORP 0.4%
Value ($000) $2,747 Shares 129,404 Est. Cost $23.86 Unrealized +8.6%
HD HOME DEPOT INC 0.3%
Value ($000) $2,659 Shares 14,241 Est. Cost $127.71 Unrealized +48.9%
ABBV ABBVIE INC 0.3%
Value ($000) $2,632 Shares 34,550 Est. Cost $46.86 Unrealized +43.4%
ISHARES TR 0.3%
Value ($000) $2,609 Shares 102,260 Est. Cost $25.45 Unrealized
BFC BANK FIRST CORP 0.3%
Value ($000) $2,598 Shares 46,395 Est. Cost $45.59 Unrealized +19.7%
IJH ISHARES TR 0.3%
Value ($000) $2,552 Shares 17,741 Est. Cost $143.62 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $2,411 Shares 27,819 Est. Cost $83.56 Unrealized
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $2,391 Shares 23,329 Est. Cost $107.11 Unrealized +25.1%
TSN TYSON FOODS INC 0.3%
Value ($000) $2,382 Shares 41,149 Est. Cost $55.19 Unrealized +13.5%
ALLERGAN PLC 0.3%
Value ($000) $2,254 Shares 12,728 Est. Cost $178.26 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,101 Shares 18,939 Est. Cost $98.56 Unrealized -0.3%
APTIV PLC 0.3%
Value ($000) $2,023 Shares 41,082 Est. Cost $87.06 Unrealized
ISTB 1ISHARES TR 0.3%
Value ($000) $2,010 Shares 39,807 Est. Cost $49.06 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,870 Shares 18,820 Est. Cost $94.45 Unrealized +16.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,864 Shares 7,473 Est. Cost $108.01 Unrealized +131.2%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $1,759 Shares 38,442 Est. Cost $64.20 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,739 Shares 10,653 Est. Cost $83.23 Unrealized +112.7%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,603 Shares 6,767 Est. Cost $251.16 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,580 Shares 7,796 Est. Cost $132.18 Unrealized +37.9%
HST HOST HOTELS & RESORTS INC 0.2%
Value ($000) $1,551 Shares 140,488 Est. Cost $13.14 Unrealized -6.6%
USB US BANCORP DEL 0.2%
Value ($000) $1,512 Shares 43,886 Est. Cost $27.56 Unrealized +35.1%
SPHD INVESCO EXCHANGE-TRADED FD T 0.2%
Value ($000) $1,428 Shares 47,599 Est. Cost $41.05 Unrealized
DNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,425 Shares 50,500 Est. Cost $28.22 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,389 Shares 10,498 Est. Cost $96.42 Unrealized +50.4%
HPQ HP INC 0.2%
Value ($000) $1,368 Shares 78,797 Est. Cost $16.18 Unrealized +1.9%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1,362 Shares 27,023 Est. Cost $77.41 Unrealized +2.7%
IDV ISHARES TR 0.2%
Value ($000) $1,337 Shares 59,156 Est. Cost $32.25 Unrealized
V VISA INC 0.2%
Value ($000) $1,328 Shares 8,245 Est. Cost $71.52 Unrealized +152.6%
NIC NICOLET BANKSHARES INC 0.2%
Value ($000) $1,317 Shares 24,128 Est. Cost $53.97 Unrealized +20.7%
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $1,306 Shares 14,422 Est. Cost $89.43 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,272 Shares 16,125 Est. Cost $62.56 Unrealized +20.4%
BRK/B 1BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,262 Shares 6,903 Est. Cost $165.54 Unrealized +28.4%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,255 Shares 9,049 Est. Cost $67.69 Unrealized +89.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,252 Shares 40,650 Est. Cost $43.95 Unrealized -6.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,230 Shares 22,065 Est. Cost $40.49 Unrealized +20.0%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,202 Shares 57,199 Est. Cost $21.07 Unrealized
CPRT COPART INC 0.1%
Value ($000) $1,141 Shares 16,655 Est. Cost $7.31 Unrealized +204.5%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,135 Shares 43,908 Est. Cost $25.85 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $1,119 Shares 19,600 Est. Cost $80.14 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $1,104 Shares 3,468 Est. Cost $277.72 Unrealized +23.2%
AFL AFLAC INC 0.1%
Value ($000) $1,057 Shares 30,864 Est. Cost $33.51 Unrealized +18.4%
BBY BEST BUY INC 0.1%
Value ($000) $1,057 Shares 18,551 Est. Cost $25.24 Unrealized +147.4%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,049 Shares 11,530 Est. Cost $81.30 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $1,043 Shares 11,837 Est. Cost $45.01 Unrealized +76.6%
PEP PEPSICO INC 0.1%
Value ($000) $1,035 Shares 8,619 Est. Cost $89.34 Unrealized +26.2%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,030 Shares 22,723 Est. Cost $63.65 Unrealized -10.2%
AVGO BROADCOM INC 0.1%
Value ($000) $1,004 Shares 4,235 Est. Cost $19.73 Unrealized +23.1%
DVY ISHARES TR 0.1%
Value ($000) $1,003 Shares 13,639 Est. Cost $79.04 Unrealized
SPDR SER TR 0.1%
Value ($000) $970 Shares 20,026 Est. Cost $78.95 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $936 Shares 4,581 Est. Cost $87.06 Unrealized
PXH INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $917 Shares 59,435 Est. Cost $20.67 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $885 Shares 20,000 Est. Cost $57.80 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $862 Shares 9,077 Est. Cost $51.33 Unrealized +61.7%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $855 Shares 40,787 Est. Cost $20.93 Unrealized
EDIV SPDR INDEX SHS FDS 0.1%
Value ($000) $831 Shares 37,418 Est. Cost $30.97 Unrealized
KBA KRANESHARES TR 0.1%
Value ($000) $811 Shares 27,499 Est. Cost $28.21 Unrealized
AMCOR PLC 0.1%
Value ($000) $808 Shares 99,449 Est. Cost $8.56 Unrealized -12.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $789 Shares 4,774 Est. Cost $81.97 Unrealized +109.6%
MMM 3M CO 0.1%
Value ($000) $752 Shares 5,512 Est. Cost $95.30 Unrealized +11.2%
CSX CSX CORP 0.1%
Value ($000) $744 Shares 12,981 Est. Cost $7.72 Unrealized +179.3%
KO COCA COLA CO 0.1%
Value ($000) $736 Shares 16,645 Est. Cost $29.60 Unrealized +52.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $656 Shares 9,274 Est. Cost $79.29 Unrealized
HON 1HONEYWELL INTL INC 0.1%
Value ($000) $649 Shares 4,849 Est. Cost $125.99 Unrealized +8.4%
DES WISDOMTREE TR 0.1%
Value ($000) $605 Shares 33,553 Est. Cost $41.04 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $590 Shares 15,537 Est. Cost $55.13 Unrealized -23.7%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $578 Shares 5,254 Est. Cost $65.43 Unrealized +58.7%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $567 Shares 6,740 Est. Cost $121.96 Unrealized +6.9%
ZTS 1ZOETIS INC 0.1%
Value ($000) $565 Shares 4,800 Est. Cost $99.64 Unrealized +25.8%
EEM ISHARES TR 0.1%
Value ($000) $556 Shares 16,285 Est. Cost $42.21 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $548 Shares 2,590 Est. Cost $94.93 Unrealized +143.7%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $527 Shares 4,001 Est. Cost $134.09 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $521 Shares 5,201 Est. Cost $114.76 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $485 Shares 7,160 Est. Cost $39.20 Unrealized +7.1%
CBRE CBRE GROUP INC 0.1%
Value ($000) $484 Shares 12,843 Est. Cost $45.68 Unrealized +21.0%
CB CHUBB LIMITED 0.1%
Value ($000) $484 Shares 4,333 Est. Cost $100.32 Unrealized +30.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $478 Shares 1,856 Est. Cost $244.75 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $464 Shares 3,135 Est. Cost $125.66 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $464 Shares 16,840 Est. Cost $27.55 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $463 Shares 2,447 Est. Cost $184.63 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $457 Shares 5,934 Est. Cost $48.61 Unrealized +33.9%
DISCOVER FINL SVCS 0.1%
Value ($000) $457 Shares 12,825 Est. Cost $53.44 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $451 Shares 9,435 Est. Cost $34.45 Unrealized +54.8%
IWB ISHARES TR 0.1%
Value ($000) $450 Shares 3,179 Est. Cost $134.85 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $440 Shares 5,423 Est. Cost $39.74 Unrealized +93.1%
GENERAL ELECTRIC CO 0.1%
Value ($000) $435 Shares 54,830 Est. Cost $24.04 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $434 Shares 14,015 Est. Cost $39.35 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $431 Shares 3,542 Est. Cost $64.50 Unrealized +90.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $429 Shares 1,631 Est. Cost $264.13 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $427 Shares 15,315 Est. Cost $27.88 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $409 Shares 2,128 Est. Cost $145.36 Unrealized +55.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $379 Shares 1,899 Est. Cost $115.92 Unrealized +70.0%
IWF ISHARES TR 0.0%
Value ($000) $355 Shares 2,355 Est. Cost $130.97 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $353 Shares 6,610 Est. Cost $63.26 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $352 Shares 3,315 Est. Cost $105.27 Unrealized
VFIFX VANGUARD CHESTER FDS 0.0%
Value ($000) $351 Shares 11,007 Est. Cost $37.30 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $348 Shares 8,591 Est. Cost $47.15 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $348 Shares 1,949 Est. Cost $140.83 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $345 Shares 2,220 Est. Cost $44.98 Unrealized +221.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $341 Shares 7,439 Est. Cost $38.90 Unrealized +39.7%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $332 Shares 1,166 Est. Cost $204.85 Unrealized +35.6%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $321 Shares 3,108 Est. Cost $93.01 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $316 Shares 2,761 Est. Cost $142.02 Unrealized
RRX REGAL BELOIT CORP 0.0%
Value ($000) $315 Shares 5,000 Est. Cost $79.29 Unrealized -1.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $305 Shares 3,425 Est. Cost $87.24 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $303 Shares 4,950 Est. Cost $61.21 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $291 Shares 3,120 Est. Cost $115.59 Unrealized -1.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $290 Shares 6,000 Est. Cost $43.82 Unrealized +3.8%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $279 Shares 1,280 Est. Cost $114.77 Unrealized +71.8%
ISHARES GOLD TRUST 0.0%
Value ($000) $275 Shares 18,245 Est. Cost $13.02 Unrealized
COUNTY BANCORP INC 0.0%
Value ($000) $275 Shares 14,880 Est. Cost $27.33 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $273 Shares 12,900 Est. Cost $21.16 Unrealized
PHYS 1SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $270 Shares 20,575 Est. Cost $11.01 Unrealized
EATON VANCE TX MNG BY WRT OP 0.0%
Value ($000) $261 Shares 21,675 Est. Cost $15.23 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $251 Shares 12,041 Est. Cost $23.29 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $249 Shares 1,840 Est. Cost $134.67 Unrealized +0.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $242 Shares 2,380 Est. Cost $97.43 Unrealized +13.7%
UNILEVER N V 0.0%
Value ($000) $240 Shares 4,921 Est. Cost $43.28 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $234 Shares 8,785 Est. Cost $41.95 Unrealized -9.7%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $231 Shares 2,452 Est. Cost $118.62 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $230 Shares 880 Est. Cost $295.45 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $224 Shares 6,509 Est. Cost $30.85 Unrealized +16.8%
AZO AUTOZONE INC 0.0%
Value ($000) $222 Shares 262 Est. Cost $778.09 Unrealized +33.6%
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $209 Shares 4,023 Est. Cost $51.95 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $207 Shares 2,295 Est. Cost $66.89 Unrealized +34.8%
DGRW WISDOMTREE TR 0.0%
Value ($000) $204 Shares 5,255 Est. Cost $38.14 Unrealized
GLW CORNING INC 0.0%
Value ($000) $203 Shares 9,871 Est. Cost $17.32 Unrealized +27.6%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $202 Shares 690 Est. Cost $162.20 Unrealized +107.5%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $201 Shares 2,441 Est. Cost $82.34 Unrealized
IT GARTNER INC 0.0%
Value ($000) $201 Shares 2,020 Est. Cost $67.41 Unrealized +103.2%
PTKN GRILLIT INC 0.0%
Value ($000) $1 Shares 10,500,000 Est. Cost $0.00 Unrealized -30.4%