Legacy Private Trust Co. Diversified Active

CIK: 0001352547 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 14, 2020

Total Value ($000): $968,157 (100.0% shares, 0.0% debt)

Holdings (212)

IVV ISHARES TR 7.8%
Value ($000) $75,821 Shares 225,618 Est. Cost $291.16 Unrealized
BND VANGUARD BD INDEX FDS 5.0%
Value ($000) $48,112 Shares 545,360 Est. Cost $85.69 Unrealized
AGG ISHARES TR 3.6%
Value ($000) $35,334 Shares 299,288 Est. Cost $110.74 Unrealized
VTI VANGUARD INDEX FDS 3.6%
Value ($000) $34,381 Shares 201,874 Est. Cost $142.03 Unrealized
ITOT ISHARES TR 3.3%
Value ($000) $31,671 Shares 419,536 Est. Cost $71.79 Unrealized
ACWX ISHARES TR 3.1%
Value ($000) $29,604 Shares 643,705 Est. Cost $45.56 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 2.8%
Value ($000) $27,538 Shares 712,317 Est. Cost $29.98 Unrealized
MTUM ISHARES TR 2.6%
Value ($000) $25,169 Shares 170,754 Est. Cost $116.09 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $23,560 Shares 203,443 Est. Cost $89.70 Unrealized +18.1%
VEA VANGUARD TAX-MANAGED INTL FD 2.1%
Value ($000) $20,173 Shares 493,209 Est. Cost $40.42 Unrealized
SCHB SCHWAB STRATEGIC TR 1.9%
Value ($000) $18,828 Shares 236,410 Est. Cost $66.22 Unrealized
TLT ISHARES TR 1.6%
Value ($000) $15,554 Shares 95,268 Est. Cost $146.03 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.5%
Value ($000) $14,066 Shares 252,966 Est. Cost $54.32 Unrealized
MUB ISHARES TR 1.4%
Value ($000) $13,267 Shares 114,439 Est. Cost $109.82 Unrealized
SPDW SPDR INDEX SHS FDS 1.4%
Value ($000) $13,088 Shares 447,303 Est. Cost $24.86 Unrealized
ARKK ARK ETF TR 1.3%
Value ($000) $13,060 Shares 141,958 Est. Cost $44.37 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $13,030 Shares 136,009 Est. Cost $88.56 Unrealized
GSEW GOLDMAN SACHS ETF TR 1.3%
Value ($000) $12,609 Shares 253,595 Est. Cost $46.71 Unrealized
IEF ISHARES TR 1.3%
Value ($000) $12,441 Shares 102,126 Est. Cost $118.40 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $12,296 Shares 284,364 Est. Cost $41.93 Unrealized
UNP UNION PAC CORP 1.2%
Value ($000) $11,226 Shares 57,024 Est. Cost $83.54 Unrealized +97.4%
VXUS VANGUARD STAR FDS 1.1%
Value ($000) $11,128 Shares 213,296 Est. Cost $51.91 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $11,024 Shares 20,369 Est. Cost $4.31 Unrealized +168.8%
GOOGL ALPHABET INC 1.1%
Value ($000) $10,833 Shares 7,392 Est. Cost $50.75 Unrealized +49.0%
FISV FISERV INC 1.1%
Value ($000) $10,816 Shares 104,961 Est. Cost $48.67 Unrealized +104.6%
NOBL PROSHARES TR 1.1%
Value ($000) $10,290 Shares 142,622 Est. Cost $62.37 Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $9,231 Shares 27,297 Est. Cost $115.33 Unrealized +173.7%
JMBS JANUS DETROIT STR TR 0.9%
Value ($000) $9,030 Shares 168,416 Est. Cost $53.62 Unrealized
TGT TARGET CORP 0.9%
Value ($000) $8,808 Shares 55,952 Est. Cost $64.65 Unrealized +83.6%
CSM PROSHARES TR 0.9%
Value ($000) $8,793 Shares 115,289 Est. Cost $60.89 Unrealized
WMT WALMART INC 0.9%
Value ($000) $8,542 Shares 61,050 Est. Cost $29.01 Unrealized +42.4%
SPTI SPDR SER TR 0.8%
Value ($000) $8,206 Shares 246,858 Est. Cost $45.75 Unrealized
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $8,136 Shares 55,099 Est. Cost $71.20 Unrealized +73.4%
IJR ISHARES TR 0.8%
Value ($000) $7,785 Shares 110,850 Est. Cost $73.89 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $7,762 Shares 36,904 Est. Cost $65.95 Unrealized +204.4%
AMZN AMAZON COM INC 0.7%
Value ($000) $7,258 Shares 2,305 Est. Cost $38.69 Unrealized +307.4%
ECL ECOLAB INC 0.7%
Value ($000) $7,174 Shares 35,901 Est. Cost $104.92 Unrealized +79.6%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $7,047 Shares 15,960 Est. Cost $181.67 Unrealized +124.3%
META FACEBOOK INC 0.7%
Value ($000) $6,956 Shares 26,562 Est. Cost $193.52 Unrealized +32.3%
VGIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $6,953 Shares 98,650 Est. Cost $62.10 Unrealized
LOW LOWES COS INC 0.7%
Value ($000) $6,725 Shares 40,542 Est. Cost $93.94 Unrealized +48.9%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,672 Shares 69,304 Est. Cost $64.49 Unrealized +32.5%
JPST J P MORGAN EXCHANGE-TRADED F 0.7%
Value ($000) $6,480 Shares 127,573 Est. Cost $50.06 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $6,373 Shares 58,948 Est. Cost $102.97 Unrealized
SWAN AMPLIFY ETF TR 0.6%
Value ($000) $6,151 Shares 194,164 Est. Cost $31.68 Unrealized
DHR DANAHER CORPORATION 0.6%
Value ($000) $6,123 Shares 28,433 Est. Cost $95.83 Unrealized +81.3%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $5,993 Shares 100,740 Est. Cost $35.56 Unrealized +19.7%
IDEV ISHARES TR 0.6%
Value ($000) $5,886 Shares 109,085 Est. Cost $46.55 Unrealized
TXN TEXAS INSTRS INC 0.6%
Value ($000) $5,859 Shares 41,029 Est. Cost $56.61 Unrealized +106.4%
DFEB FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $5,807 Shares 187,755 Est. Cost $29.71 Unrealized
INTC 1INTEL CORP 0.6%
Value ($000) $5,434 Shares 104,942 Est. Cost $31.04 Unrealized +49.9%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $5,095 Shares 12,895 Est. Cost $301.55 Unrealized +33.5%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $5,091 Shares 92,059 Est. Cost $41.09 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $4,947 Shares 43,478 Est. Cost $112.60 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $4,681 Shares 127,549 Est. Cost $24.44 Unrealized +11.0%
USMV ISHARES TR 0.5%
Value ($000) $4,648 Shares 72,931 Est. Cost $35.50 Unrealized
ASB ASSOCIATED BANC CORP 0.5%
Value ($000) $4,553 Shares 360,762 Est. Cost $15.05 Unrealized -29.0%
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $4,421 Shares 23,325 Est. Cost $72.94 Unrealized +129.0%
DNOV FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $4,406 Shares 138,512 Est. Cost $30.03 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $4,349 Shares 110,401 Est. Cost $28.98 Unrealized +27.9%
MTD METTLER TOLEDO INTERNATIONAL 0.4%
Value ($000) $4,272 Shares 4,424 Est. Cost $421.42 Unrealized +120.2%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $4,271 Shares 52,965 Est. Cost $72.90 Unrealized
ALL ALLSTATE CORP 0.4%
Value ($000) $4,239 Shares 45,034 Est. Cost $69.98 Unrealized +16.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4,063 Shares 27,292 Est. Cost $80.90 Unrealized +57.0%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $4,055 Shares 25,002 Est. Cost $110.37 Unrealized +18.8%
DIS DISNEY WALT CO 0.4%
Value ($000) $4,054 Shares 32,674 Est. Cost $100.23 Unrealized +21.8%
AMP AMERIPRISE FINL INC 0.4%
Value ($000) $3,758 Shares 24,389 Est. Cost $108.95 Unrealized +29.8%
GVI ISHARES TR 0.4%
Value ($000) $3,611 Shares 30,669 Est. Cost $109.67 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,453 Shares 12,433 Est. Cost $129.69 Unrealized +83.3%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $3,404 Shares 11,063 Est. Cost $265.55 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $3,361 Shares 22,566 Est. Cost $122.76 Unrealized +19.6%
SCHF 1SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,335 Shares 106,195 Est. Cost $28.18 Unrealized
HYLB DBX ETF TR 0.3%
Value ($000) $3,307 Shares 68,758 Est. Cost $48.74 Unrealized
CVS 1CVS HEALTH CORP 0.3%
Value ($000) $3,297 Shares 56,455 Est. Cost $54.15 Unrealized -3.3%
PRFZ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $3,286 Shares 28,064 Est. Cost $139.16 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $3,203 Shares 36,563 Est. Cost $49.04 Unrealized +55.6%
1ISHARES TR 0.3%
Value ($000) $3,171 Shares 122,400 Est. Cost $25.53 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,142 Shares 98,709 Est. Cost $30.09 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $3,123 Shares 24,685 Est. Cost $126.51 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $3,093 Shares 35,751 Est. Cost $84.76 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $3,091 Shares 57,630 Est. Cost $47.41 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.3%
Value ($000) $2,982 Shares 37,800 Est. Cost $75.37 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $2,819 Shares 15,210 Est. Cost $143.62 Unrealized
MRK MERCK & CO. INC 0.3%
Value ($000) $2,812 Shares 33,897 Est. Cost $60.57 Unrealized +8.8%
BAC BK OF AMERICA CORP 0.3%
Value ($000) $2,544 Shares 105,576 Est. Cost $23.86 Unrealized -8.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $2,352 Shares 42,837 Est. Cost $41.22 Unrealized +7.0%
SPIB SPDR SER TR 0.2%
Value ($000) $2,282 Shares 62,083 Est. Cost $34.02 Unrealized
SPIP SPDR SER TR 0.2%
Value ($000) $2,199 Shares 71,253 Est. Cost $30.29 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $2,190 Shares 43,359 Est. Cost $50.25 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,187 Shares 30,381 Est. Cost $78.96 Unrealized -15.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,100 Shares 6,737 Est. Cost $108.01 Unrealized +160.3%
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $2,070 Shares 15,964 Est. Cost $94.66 Unrealized
BBY BEST BUY INC 0.2%
Value ($000) $1,897 Shares 17,046 Est. Cost $25.24 Unrealized +224.2%
J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $1,861 Shares 66,569 Est. Cost $27.96 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,853 Shares 17,024 Est. Cost $65.01 Unrealized +42.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,851 Shares 15,221 Est. Cost $98.18 Unrealized -4.4%
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,823 Shares 8,751 Est. Cost $173.69 Unrealized +5.7%
FNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,736 Shares 53,300 Est. Cost $30.69 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $1,694 Shares 15,200 Est. Cost $111.97 Unrealized
APTIV PLC 0.2%
Value ($000) $1,672 Shares 18,235 Est. Cost $87.06 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,671 Shares 7,396 Est. Cost $83.23 Unrealized +155.0%
V VISA INC 0.2%
Value ($000) $1,595 Shares 7,977 Est. Cost $73.53 Unrealized +161.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,584 Shares 11,393 Est. Cost $92.87 Unrealized +25.3%
IUSG ISHARES TR 0.2%
Value ($000) $1,568 Shares 19,600 Est. Cost $80.14 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,533 Shares 6,033 Est. Cost $132.18 Unrealized +58.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,450 Shares 6,810 Est. Cost $165.54 Unrealized +23.6%
ISTB ISHARES TR 0.1%
Value ($000) $1,423 Shares 27,613 Est. Cost $49.06 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $1,378 Shares 4,576 Est. Cost $99.69 Unrealized
HPQ HP INC 0.1%
Value ($000) $1,328 Shares 69,925 Est. Cost $15.88 Unrealized -4.5%
AVGO BROADCOM INC 0.1%
Value ($000) $1,320 Shares 3,622 Est. Cost $19.73 Unrealized +50.3%
NIC NICOLET BANKSHARES INC 0.1%
Value ($000) $1,299 Shares 23,780 Est. Cost $53.97 Unrealized +2.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,274 Shares 8,604 Est. Cost $67.69 Unrealized +115.4%
TSN TYSON FOODS INC 0.1%
Value ($000) $1,216 Shares 20,441 Est. Cost $55.19 Unrealized -5.1%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $1,213 Shares 33,190 Est. Cost $35.01 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,212 Shares 8,741 Est. Cost $90.09 Unrealized +27.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,194 Shares 11,038 Est. Cost $102.46 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $1,174 Shares 32,741 Est. Cost $27.56 Unrealized +5.0%
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,165 Shares 37,668 Est. Cost $30.13 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,149 Shares 34,978 Est. Cost $42.58 Unrealized -26.7%
AMCOR PLC 0.1%
Value ($000) $1,110 Shares 100,449 Est. Cost $8.56 Unrealized +1.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,097 Shares 18,199 Est. Cost $40.49 Unrealized +20.0%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,095 Shares 9,133 Est. Cost $84.29 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,092 Shares 13,389 Est. Cost $79.04 Unrealized
SPDR SER TR 0.1%
Value ($000) $1,070 Shares 17,571 Est. Cost $78.95 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $1,062 Shares 10,962 Est. Cost $45.01 Unrealized +73.5%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,045 Shares 29,083 Est. Cost $59.77 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $990 Shares 13,779 Est. Cost $77.41 Unrealized -21.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $972 Shares 4,428 Est. Cost $81.97 Unrealized +121.3%
ISHARES TR 0.1%
Value ($000) $951 Shares 35,905 Est. Cost $26.43 Unrealized
ISHARES TR 0.1%
Value ($000) $951 Shares 36,195 Est. Cost $26.24 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $935 Shares 5,278 Est. Cost $156.22 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $926 Shares 28,000 Est. Cost $50.69 Unrealized
HFXI INDEXIQ ETF TR 0.1%
Value ($000) $923 Shares 46,416 Est. Cost $19.37 Unrealized
DJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $888 Shares 28,342 Est. Cost $31.33 Unrealized
MMM 3M CO 0.1%
Value ($000) $878 Shares 5,479 Est. Cost $95.30 Unrealized +15.8%
ARKG ARK ETF TR 0.1%
Value ($000) $848 Shares 13,314 Est. Cost $52.38 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $847 Shares 39,900 Est. Cost $21.07 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $834 Shares 39,124 Est. Cost $20.96 Unrealized
BFC BANK FIRST CORP 0.1%
Value ($000) $830 Shares 14,145 Est. Cost $45.59 Unrealized +22.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $814 Shares 2,432 Est. Cost $264.13 Unrealized
CPRT COPART INC 0.1%
Value ($000) $813 Shares 7,730 Est. Cost $7.31 Unrealized +231.5%
CSX CSX CORP 0.1%
Value ($000) $806 Shares 10,371 Est. Cost $7.72 Unrealized +197.2%
ZTS ZOETIS INC 0.1%
Value ($000) $794 Shares 4,800 Est. Cost $99.64 Unrealized +47.2%
KO COCA COLA CO 0.1%
Value ($000) $790 Shares 16,003 Est. Cost $29.60 Unrealized +37.8%
AFL AFLAC INC 0.1%
Value ($000) $764 Shares 21,029 Est. Cost $33.51 Unrealized -4.2%
NKE NIKE INC 0.1%
Value ($000) $731 Shares 5,822 Est. Cost $99.64 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $705 Shares 4,001 Est. Cost $134.09 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $689 Shares 5,990 Est. Cost $51.33 Unrealized +58.8%
MCO MOODYS CORP 0.1%
Value ($000) $627 Shares 2,162 Est. Cost $94.93 Unrealized +187.5%
SUB ISHARES TR 0.1%
Value ($000) $604 Shares 5,592 Est. Cost $106.53 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $578 Shares 18,012 Est. Cost $32.09 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $569 Shares 22,826 Est. Cost $32.25 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $565 Shares 1,897 Est. Cost $119.35 Unrealized +110.9%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $556 Shares 6,872 Est. Cost $79.29 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $553 Shares 1,631 Est. Cost $264.13 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $536 Shares 3,255 Est. Cost $126.07 Unrealized +5.7%
IWB ISHARES TR 0.1%
Value ($000) $518 Shares 2,769 Est. Cost $134.85 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $516 Shares 16,814 Est. Cost $30.69 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $514 Shares 4,009 Est. Cost $104.97 Unrealized 0.0%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $505 Shares 3,566 Est. Cost $114.76 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $500 Shares 2,092 Est. Cost $147.54 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $494 Shares 28,175 Est. Cost $20.67 Unrealized
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $488 Shares 3,182 Est. Cost $115.93 Unrealized +15.1%
IWF ISHARES TR 0.0%
Value ($000) $484 Shares 2,231 Est. Cost $130.97 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $478 Shares 3,245 Est. Cost $69.93 Unrealized +84.2%
EEM ISHARES TR 0.0%
Value ($000) $453 Shares 10,285 Est. Cost $42.21 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $451 Shares 1,917 Est. Cost $184.63 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $444 Shares 8,413 Est. Cost $48.35 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $443 Shares 6,962 Est. Cost $63.27 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $442 Shares 7,439 Est. Cost $38.90 Unrealized +51.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $437 Shares 12,740 Est. Cost $55.13 Unrealized -41.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $427 Shares 7,679 Est. Cost $34.45 Unrealized +45.3%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $416 Shares 1,173 Est. Cost $210.77 Unrealized +46.6%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $400 Shares 3,108 Est. Cost $93.01 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $399 Shares 2,880 Est. Cost $96.42 Unrealized +35.9%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $394 Shares 36,539 Est. Cost $13.14 Unrealized -30.5%
VFIFX VANGUARD CHESTER FDS 0.0%
Value ($000) $391 Shares 9,619 Est. Cost $37.31 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $386 Shares 5,890 Est. Cost $58.78 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $364 Shares 1,530 Est. Cost $237.91 Unrealized
DMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $358 Shares 11,228 Est. Cost $31.88 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $350 Shares 5,808 Est. Cost $58.21 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $347 Shares 16,458 Est. Cost $41.04 Unrealized
RRX REGAL BELOIT CORP 0.0%
Value ($000) $347 Shares 3,700 Est. Cost $79.29 Unrealized +19.6%
BAX BAXTER INTL INC 0.0%
Value ($000) $342 Shares 4,255 Est. Cost $39.74 Unrealized +89.3%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $341 Shares 3,265 Est. Cost $87.24 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $334 Shares 2,834 Est. Cost $71.22 Unrealized +33.6%
ISHARES GOLD TRUST 0.0%
Value ($000) $328 Shares 18,245 Est. Cost $13.02 Unrealized
GLW CORNING INC 0.0%
Value ($000) $321 Shares 9,900 Est. Cost $18.50 Unrealized +44.1%
CB CHUBB LIMITED 0.0%
Value ($000) $320 Shares 2,753 Est. Cost $100.32 Unrealized +15.4%
ISHARES TR 0.0%
Value ($000) $318 Shares 11,725 Est. Cost $27.00 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $314 Shares 850 Est. Cost $295.45 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $310 Shares 6,000 Est. Cost $43.82 Unrealized +0.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $310 Shares 1,283 Est. Cost $117.79 Unrealized +84.0%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $310 Shares 20,575 Est. Cost $11.01 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $300 Shares 21,675 Est. Cost $15.23 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $298 Shares 1,988 Est. Cost $142.02 Unrealized
UNILEVER N V 0.0%
Value ($000) $297 Shares 4,921 Est. Cost $43.28 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $284 Shares 193 Est. Cost $69.02 Unrealized +9.7%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $282 Shares 12,900 Est. Cost $21.16 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $281 Shares 45,060 Est. Cost $24.04 Unrealized
FINX GLOBAL X FDS 0.0%
Value ($000) $274 Shares 7,212 Est. Cost $33.28 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $274 Shares 2,637 Est. Cost $86.23 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $266 Shares 1,170 Est. Cost $201.71 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $264 Shares 10,948 Est. Cost $23.28 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $262 Shares 3,800 Est. Cost $60.52 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $260 Shares 5,255 Est. Cost $38.14 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $257 Shares 5,559 Est. Cost $37.62 Unrealized 0.0%
COUNTY BANCORP INC 0.0%
Value ($000) $252 Shares 13,380 Est. Cost $27.33 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $211 Shares 2,635 Est. Cost $76.36 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $206 Shares 975 Est. Cost $174.85 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $203 Shares 2,441 Est. Cost $82.34 Unrealized
PTKN GRILLIT INC 0.0%
Value ($000) $1 Shares 10,500,000 Est. Cost $0.00 Unrealized -35.7%