Legacy Private Trust Co. Diversified Active

CIK: 0001352547 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 9, 2021

Total Value ($000): $1,186,304 (100.0% shares, 0.0% debt)

Holdings (224)

IVV ISHARES TR 7.7%
Value ($000) $91,626 Shares 213,123 Est. Cost $291.16 Unrealized
AGG ISHARES TR 3.7%
Value ($000) $44,008 Shares 381,581 Est. Cost $111.79 Unrealized
VTI VANGUARD INDEX FDS 3.7%
Value ($000) $43,742 Shares 196,309 Est. Cost $142.03 Unrealized
ACWX ISHARES TR 3.4%
Value ($000) $40,727 Shares 708,171 Est. Cost $46.50 Unrealized
ITOT ISHARES TR 3.3%
Value ($000) $38,742 Shares 392,283 Est. Cost $72.43 Unrealized
BND VANGUARD BD INDEX FDS 3.2%
Value ($000) $38,388 Shares 446,941 Est. Cost $85.79 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 2.6%
Value ($000) $30,333 Shares 624,138 Est. Cost $29.98 Unrealized
MTUM ISHARES TR 2.5%
Value ($000) $29,330 Shares 169,121 Est. Cost $117.25 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.4%
Value ($000) $28,606 Shares 526,719 Est. Cost $45.99 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $26,253 Shares 191,684 Est. Cost $89.70 Unrealized +41.0%
IJR ISHARES TR 2.1%
Value ($000) $24,883 Shares 220,236 Est. Cost $92.24 Unrealized
SCHB SCHWAB STRATEGIC TR 2.0%
Value ($000) $24,116 Shares 231,284 Est. Cost $66.51 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 1.5%
Value ($000) $18,271 Shares 354,639 Est. Cost $40.62 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 1.5%
Value ($000) $17,450 Shares 343,911 Est. Cost $50.49 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.5%
Value ($000) $17,415 Shares 304,037 Est. Cost $54.72 Unrealized
GSEW GOLDMAN SACHS ETF TR 1.4%
Value ($000) $17,140 Shares 255,057 Est. Cost $47.82 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $16,937 Shares 178,152 Est. Cost $90.63 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $16,043 Shares 6,570 Est. Cost $50.75 Unrealized +128.4%
ARKK ARK ETF TR 1.4%
Value ($000) $16,018 Shares 122,478 Est. Cost $46.48 Unrealized
SWAN AMPLIFY ETF TR 1.2%
Value ($000) $14,602 Shares 426,085 Est. Cost $32.20 Unrealized
MUB ISHARES TR 1.1%
Value ($000) $13,290 Shares 113,397 Est. Cost $110.10 Unrealized
VXUS VANGUARD STAR FDS 1.1%
Value ($000) $13,263 Shares 201,930 Est. Cost $52.05 Unrealized
USMV ISHARES TR 1.1%
Value ($000) $12,786 Shares 173,694 Est. Cost $59.62 Unrealized
TGT TARGET CORP 1.0%
Value ($000) $12,154 Shares 50,275 Est. Cost $69.81 Unrealized +174.4%
SPDW SPDR INDEX SHS FDS 1.0%
Value ($000) $11,947 Shares 324,720 Est. Cost $25.02 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $11,925 Shares 14,904 Est. Cost $4.31 Unrealized +270.6%
NOBL PROSHARES TR 1.0%
Value ($000) $11,703 Shares 129,136 Est. Cost $62.37 Unrealized
UNP UNION PAC CORP 0.9%
Value ($000) $10,888 Shares 49,506 Est. Cost $83.54 Unrealized +139.9%
MSFT MICROSOFT CORP 0.8%
Value ($000) $9,923 Shares 36,630 Est. Cost $84.16 Unrealized +190.8%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $9,779 Shares 62,873 Est. Cost $64.49 Unrealized +116.7%
IVOL KRANESHARES TR 0.8%
Value ($000) $9,638 Shares 348,956 Est. Cost $28.13 Unrealized
META FACEBOOK INC 0.8%
Value ($000) $9,596 Shares 27,597 Est. Cost $198.97 Unrealized +60.1%
FISV FISERV INC 0.8%
Value ($000) $9,587 Shares 89,695 Est. Cost $48.67 Unrealized +138.9%
BBAG J P MORGAN EXCHANGE-TRADED F 0.8%
Value ($000) $9,436 Shares 173,260 Est. Cost $54.46 Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $9,002 Shares 24,657 Est. Cost $119.40 Unrealized +203.4%
JMBS JANUS DETROIT STR TR 0.7%
Value ($000) $8,676 Shares 163,247 Est. Cost $53.48 Unrealized
WMT WALMART INC 0.7%
Value ($000) $7,775 Shares 55,135 Est. Cost $29.01 Unrealized +51.0%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $7,772 Shares 58,089 Est. Cost $73.39 Unrealized +53.1%
LOW LOWES COS INC 0.6%
Value ($000) $7,612 Shares 39,240 Est. Cost $95.26 Unrealized +88.4%
SHY ISHARES TR 0.6%
Value ($000) $7,598 Shares 88,184 Est. Cost $85.69 Unrealized
SPTI SPDR SER TR 0.6%
Value ($000) $7,530 Shares 232,543 Est. Cost $45.75 Unrealized
IEF ISHARES TR 0.6%
Value ($000) $7,359 Shares 63,724 Est. Cost $118.30 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $7,303 Shares 2,123 Est. Cost $38.69 Unrealized +329.5%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $7,199 Shares 47,759 Est. Cost $102.97 Unrealized
TXN TEXAS INSTRS INC 0.6%
Value ($000) $7,078 Shares 36,809 Est. Cost $56.61 Unrealized +190.1%
ECL ECOLAB INC 0.6%
Value ($000) $6,888 Shares 33,442 Est. Cost $109.34 Unrealized +88.7%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $6,691 Shares 13,263 Est. Cost $181.67 Unrealized +156.5%
DHR DANAHER CORPORATION 0.6%
Value ($000) $6,614 Shares 24,646 Est. Cost $95.83 Unrealized +126.6%
IDEV ISHARES TR 0.5%
Value ($000) $6,388 Shares 94,703 Est. Cost $46.55 Unrealized
ASB ASSOCIATED BANC CORP 0.5%
Value ($000) $6,368 Shares 310,944 Est. Cost $15.05 Unrealized +22.2%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $6,262 Shares 82,803 Est. Cost $41.09 Unrealized
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $6,109 Shares 58,758 Est. Cost $75.69 Unrealized
CSM PROSHARES TR 0.5%
Value ($000) $6,080 Shares 61,232 Est. Cost $60.89 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $6,020 Shares 37,548 Est. Cost $112.60 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $5,959 Shares 33,901 Est. Cost $103.11 Unrealized +70.4%
HYLB DBX ETF TR 0.5%
Value ($000) $5,912 Shares 146,679 Est. Cost $47.39 Unrealized
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $5,817 Shares 28,379 Est. Cost $115.35 Unrealized +53.1%
INTC INTEL CORP 0.5%
Value ($000) $5,779 Shares 102,930 Est. Cost $33.95 Unrealized +57.8%
CSCO CISCO SYS INC 0.5%
Value ($000) $5,673 Shares 107,043 Est. Cost $30.05 Unrealized +52.5%
AMP AMERIPRISE FINL INC 0.5%
Value ($000) $5,622 Shares 22,588 Est. Cost $108.95 Unrealized +115.9%
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $5,494 Shares 23,491 Est. Cost $79.16 Unrealized +174.6%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $5,467 Shares 11,628 Est. Cost $305.65 Unrealized +40.7%
TIP ISHARES TR 0.5%
Value ($000) $5,442 Shares 42,515 Est. Cost $126.71 Unrealized
TLT ISHARES TR 0.5%
Value ($000) $5,365 Shares 37,164 Est. Cost $146.03 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $5,154 Shares 76,002 Est. Cost $62.10 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $5,153 Shares 31,280 Est. Cost $87.30 Unrealized +66.0%
IJH ISHARES TR 0.4%
Value ($000) $4,897 Shares 18,224 Est. Cost $163.81 Unrealized
APTIV PLC 0.4%
Value ($000) $4,875 Shares 30,987 Est. Cost $112.43 Unrealized
ALL ALLSTATE CORP 0.4%
Value ($000) $4,871 Shares 37,348 Est. Cost $69.98 Unrealized +64.8%
PFE PFIZER INC 0.4%
Value ($000) $4,796 Shares 122,470 Est. Cost $24.72 Unrealized +25.4%
MTD METTLER TOLEDO INTERNATIONAL 0.4%
Value ($000) $4,743 Shares 3,424 Est. Cost $421.42 Unrealized +206.0%
VXF VANGUARD INDEX FDS 0.4%
Value ($000) $4,737 Shares 25,117 Est. Cost $126.87 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $4,590 Shares 81,919 Est. Cost $35.56 Unrealized +22.1%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $4,506 Shares 11,450 Est. Cost $269.30 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $4,381 Shares 23,445 Est. Cost $139.16 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $4,318 Shares 126,155 Est. Cost $29.76 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $4,295 Shares 108,871 Est. Cost $28.78 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,884 Shares 37,090 Est. Cost $79.08 Unrealized +10.1%
BAC BK OF AMERICA CORP 0.3%
Value ($000) $3,831 Shares 92,907 Est. Cost $24.01 Unrealized +52.3%
MCK MCKESSON CORP 0.3%
Value ($000) $3,786 Shares 19,795 Est. Cost $122.76 Unrealized +53.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.3%
Value ($000) $3,734 Shares 62,499 Est. Cost $43.73 Unrealized +20.9%
ISHARES TR 0.3%
Value ($000) $3,302 Shares 128,788 Est. Cost $25.53 Unrealized
MOAT VANECK VECTORS ETF TR 0.3%
Value ($000) $3,187 Shares 43,027 Est. Cost $70.72 Unrealized
GVI ISHARES TR 0.3%
Value ($000) $3,171 Shares 27,428 Est. Cost $109.67 Unrealized
HST HOST HOTELS & RESORTS INC 0.3%
Value ($000) $3,067 Shares 179,469 Est. Cost $13.19 Unrealized +9.2%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $2,912 Shares 18,826 Est. Cost $79.50 Unrealized +74.3%
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $2,857 Shares 62,785 Est. Cost $38.60 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,851 Shares 34,164 Est. Cost $55.03 Unrealized +28.1%
ABBV ABBVIE INC 0.2%
Value ($000) $2,699 Shares 23,960 Est. Cost $49.04 Unrealized +93.2%
HPQ 1HP INC 0.2%
Value ($000) $2,626 Shares 87,001 Est. Cost $17.52 Unrealized +55.2%
MRK MERCK & CO INC 0.2%
Value ($000) $2,592 Shares 33,329 Est. Cost $60.81 Unrealized +5.5%
HD HOME DEPOT INC 0.2%
Value ($000) $2,501 Shares 7,843 Est. Cost $129.69 Unrealized +118.9%
NKE NIKE INC 0.2%
Value ($000) $2,420 Shares 15,663 Est. Cost $115.68 Unrealized +8.6%
VWOB VANGUARD WHITEHALL FDS 0.2%
Value ($000) $2,411 Shares 30,205 Est. Cost $75.37 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $2,401 Shares 17,470 Est. Cost $127.28 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,355 Shares 38,669 Est. Cost $43.22 Unrealized +9.2%
ISTB ISHARES TR 0.2%
Value ($000) $2,243 Shares 43,733 Est. Cost $49.98 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,214 Shares 5,530 Est. Cost $108.01 Unrealized +241.7%
SYK STRYKER CORPORATION 0.2%
Value ($000) $2,210 Shares 8,507 Est. Cost $173.69 Unrealized +40.2%
PCY INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,161 Shares 78,235 Est. Cost $27.85 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2,123 Shares 14,179 Est. Cost $113.44 Unrealized +24.6%
OVL LISTED FD TR 0.2%
Value ($000) $2,108 Shares 56,488 Est. Cost $35.08 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,102 Shares 14,341 Est. Cost $98.18 Unrealized +15.5%
SPDR SER TR 0.2%
Value ($000) $2,044 Shares 20,915 Est. Cost $81.69 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $2,021 Shares 17,435 Est. Cost $71.10 Unrealized +50.9%
FFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,974 Shares 54,294 Est. Cost $33.24 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $1,961 Shares 18,189 Est. Cost $107.42 Unrealized
IUSG ISHARES TR 0.2%
Value ($000) $1,949 Shares 19,300 Est. Cost $80.14 Unrealized
SPIB SPDR SER TR 0.2%
Value ($000) $1,893 Shares 51,585 Est. Cost $34.05 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,851 Shares 51,173 Est. Cost $35.07 Unrealized
BWX SPDR SER TR 0.2%
Value ($000) $1,830 Shares 62,374 Est. Cost $29.56 Unrealized
BRK/B 1BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,823 Shares 6,560 Est. Cost $165.54 Unrealized +68.8%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,800 Shares 7,842 Est. Cost $67.69 Unrealized +183.5%
FNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,799 Shares 47,618 Est. Cost $36.55 Unrealized
SPIP SPDR SER TR 0.2%
Value ($000) $1,789 Shares 57,440 Est. Cost $30.34 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $1,773 Shares 17,838 Est. Cost $88.81 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,772 Shares 51,539 Est. Cost $30.09 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,763 Shares 5,982 Est. Cost $83.23 Unrealized +222.2%
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $1,712 Shares 33,917 Est. Cost $50.25 Unrealized
V VISA INC 0.1%
Value ($000) $1,691 Shares 7,234 Est. Cost $73.53 Unrealized +200.5%
ARKG ARK ETF TR 0.1%
Value ($000) $1,647 Shares 17,802 Est. Cost $62.88 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,603 Shares 43,413 Est. Cost $35.69 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $1,597 Shares 11,795 Est. Cost $113.24 Unrealized
NIC NICOLET BANKSHARES INC 0.1%
Value ($000) $1,591 Shares 22,616 Est. Cost $54.67 Unrealized +38.1%
ISHARES TR 0.1%
Value ($000) $1,581 Shares 60,223 Est. Cost $26.36 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $1,568 Shares 3,288 Est. Cost $19.73 Unrealized +113.2%
ISHARES TR 0.1%
Value ($000) $1,537 Shares 58,883 Est. Cost $26.18 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,495 Shares 24,540 Est. Cost $47.41 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1,457 Shares 6,166 Est. Cost $236.30 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $1,420 Shares 24,929 Est. Cost $27.56 Unrealized +73.1%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,379 Shares 9,053 Est. Cost $84.29 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $1,318 Shares 17,874 Est. Cost $56.14 Unrealized +19.8%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,292 Shares 24,554 Est. Cost $56.70 Unrealized
LINDE PLC 0.1%
Value ($000) $1,253 Shares 4,333 Est. Cost $265.83 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,171 Shares 10,044 Est. Cost $79.04 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,159 Shares 7,822 Est. Cost $90.09 Unrealized +40.0%
MMM 3M CO 0.1%
Value ($000) $1,149 Shares 5,785 Est. Cost $97.09 Unrealized +44.6%
AMCOR PLC 0.1%
Value ($000) $1,140 Shares 99,449 Est. Cost $8.56 Unrealized +14.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,127 Shares 8,356 Est. Cost $104.85 Unrealized +15.1%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,096 Shares 2,561 Est. Cost $275.92 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,020 Shares 15,264 Est. Cost $40.49 Unrealized +33.1%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $1,007 Shares 5,800 Est. Cost $173.62 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $1,004 Shares 30,998 Est. Cost $32.17 Unrealized
CSX CSX CORP 0.1%
Value ($000) $990 Shares 30,873 Est. Cost $23.21 Unrealized +33.4%
BBY BEST BUY INC 0.1%
Value ($000) $983 Shares 8,546 Est. Cost $25.24 Unrealized +276.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $955 Shares 4,826 Est. Cost $112.48 Unrealized +34.6%
EMR EMERSON ELEC CO 0.1%
Value ($000) $951 Shares 9,884 Est. Cost $64.17 Unrealized +33.2%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $950 Shares 4,001 Est. Cost $134.09 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $944 Shares 17,586 Est. Cost $33.51 Unrealized +46.3%
ISHARES TR 0.1%
Value ($000) $926 Shares 34,324 Est. Cost $26.99 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $924 Shares 10,387 Est. Cost $45.01 Unrealized +79.1%
BFC BANK FIRST CORP 0.1%
Value ($000) $917 Shares 13,145 Est. Cost $45.59 Unrealized +41.3%
ZTS ZOETIS INC 0.1%
Value ($000) $913 Shares 4,900 Est. Cost $100.77 Unrealized +65.2%
CPRT COPART INC 0.1%
Value ($000) $907 Shares 6,880 Est. Cost $7.31 Unrealized +324.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $899 Shares 3,892 Est. Cost $81.97 Unrealized +155.3%
KO COCA COLA CO 0.1%
Value ($000) $828 Shares 15,287 Est. Cost $29.60 Unrealized +59.7%
FINX GLOBAL X FDS 0.1%
Value ($000) $822 Shares 17,234 Est. Cost $41.60 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $816 Shares 16,000 Est. Cost $50.69 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $808 Shares 3,336 Est. Cost $147.95 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $805 Shares 3,302 Est. Cost $132.18 Unrealized +60.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $801 Shares 1,631 Est. Cost $264.13 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $751 Shares 5,793 Est. Cost $51.33 Unrealized +95.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $742 Shares 5,979 Est. Cost $93.29 Unrealized +17.4%
IEMG ISHARES INC 0.1%
Value ($000) $720 Shares 10,744 Est. Cost $52.31 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $704 Shares 33,385 Est. Cost $20.96 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $669 Shares 1,846 Est. Cost $94.93 Unrealized +237.3%
IJK ISHARES TR 0.1%
Value ($000) $654 Shares 8,076 Est. Cost $91.02 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $645 Shares 6,157 Est. Cost $79.49 Unrealized
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $640 Shares 3,120 Est. Cost $115.93 Unrealized +50.7%
DES WISDOMTREE TR 0.1%
Value ($000) $624 Shares 19,576 Est. Cost $37.13 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $613 Shares 2,795 Est. Cost $126.07 Unrealized +52.4%
PXH INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $597 Shares 25,552 Est. Cost $20.70 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $593 Shares 44,070 Est. Cost $24.04 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $586 Shares 2,001 Est. Cost $188.15 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $567 Shares 8,995 Est. Cost $54.62 Unrealized -8.4%
EEM ISHARES TR 0.0%
Value ($000) $567 Shares 10,285 Est. Cost $42.21 Unrealized
HFXI INDEXIQ ETF TR 0.0%
Value ($000) $532 Shares 21,495 Est. Cost $19.37 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $498 Shares 7,389 Est. Cost $34.45 Unrealized +84.8%
IEFA ISHARES TR 0.0%
Value ($000) $497 Shares 6,643 Est. Cost $59.78 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $493 Shares 1,712 Est. Cost $119.35 Unrealized +118.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $489 Shares 2,600 Est. Cost $96.42 Unrealized +77.2%
EFA ISHARES TR 0.0%
Value ($000) $482 Shares 6,110 Est. Cost $63.27 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $475 Shares 3,070 Est. Cost $93.01 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $457 Shares 3,225 Est. Cost $74.05 Unrealized +80.1%
COUNTY BANCORP INC 0.0%
Value ($000) $454 Shares 13,380 Est. Cost $27.33 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $451 Shares 3,169 Est. Cost $38.90 Unrealized +231.2%
DNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $446 Shares 12,868 Est. Cost $30.59 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $446 Shares 20,680 Est. Cost $21.45 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $436 Shares 1,101 Est. Cost $221.27 Unrealized +62.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $429 Shares 11,689 Est. Cost $23.80 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $406 Shares 2,451 Est. Cost $156.22 Unrealized
ISHARES TR 0.0%
Value ($000) $401 Shares 14,327 Est. Cost $27.99 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $397 Shares 575 Est. Cost $295.45 Unrealized
QCOM 1QUALCOMM INC 0.0%
Value ($000) $383 Shares 2,682 Est. Cost $71.22 Unrealized +71.5%
RRX REGAL BELOIT CORP 0.0%
Value ($000) $360 Shares 2,700 Est. Cost $79.29 Unrealized +78.0%
GOOG ALPHABET INC 0.0%
Value ($000) $336 Shares 134 Est. Cost $69.02 Unrealized +71.4%
GLW CORNING INC 0.0%
Value ($000) $336 Shares 8,220 Est. Cost $18.94 Unrealized +102.3%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $335 Shares 6,000 Est. Cost $44.27 Unrealized +10.3%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $334 Shares 10,042 Est. Cost $33.26 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $330 Shares 3,800 Est. Cost $61.08 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $321 Shares 9,522 Est. Cost $33.71 Unrealized
UNILEVER PLC 0.0%
Value ($000) $314 Shares 5,371 Est. Cost $59.98 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $306 Shares 5,125 Est. Cost $38.14 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $289 Shares 20,575 Est. Cost $11.01 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $287 Shares 17,650 Est. Cost $15.23 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $286 Shares 1,053 Est. Cost $130.97 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $286 Shares 1,060 Est. Cost $117.79 Unrealized +87.9%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $285 Shares 995 Est. Cost $201.71 Unrealized
SXI STANDEX INTL CORP 0.0%
Value ($000) $285 Shares 3,000 Est. Cost $71.26 Unrealized +36.0%
CB CHUBB LIMITED 0.0%
Value ($000) $279 Shares 1,758 Est. Cost $100.32 Unrealized +54.8%
PLXS PLEXUS CORP 0.0%
Value ($000) $271 Shares 2,970 Est. Cost $84.80 Unrealized +10.6%
UDR UDR INC 0.0%
Value ($000) $265 Shares 5,403 Est. Cost $30.14 Unrealized +31.3%
GL GLOBE LIFE INC 0.0%
Value ($000) $251 Shares 2,635 Est. Cost $76.36 Unrealized +29.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $245 Shares 2,470 Est. Cost $67.28 Unrealized +13.6%
BAX BAXTER INTL INC 0.0%
Value ($000) $241 Shares 2,995 Est. Cost $39.74 Unrealized +90.4%
CMI CUMMINS INC 0.0%
Value ($000) $238 Shares 975 Est. Cost $174.85 Unrealized +30.6%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $230 Shares 10,575 Est. Cost $21.75 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $226 Shares 1,365 Est. Cost $147.87 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $223 Shares 972 Est. Cost $142.02 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $217 Shares 2,230 Est. Cost $76.25 Unrealized 0.0%
VEU 1VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $201 Shares 3,170 Est. Cost $63.41 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $201 Shares 1,700 Est. Cost $118.24 Unrealized
PTKN GRILLIT INC 0.0%
Value ($000) $20 Shares 10,500,000 Est. Cost $0.00 Unrealized +1235.9%
SINX SIONIX CORP 0.0%
Value ($000) $4 Shares 2,361,816 Est. Cost $0.00 Unrealized -6.4%