HEADINVEST, LLC Diversified Active

CIK: 0001372130 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $471,173 (100.0% shares, 0.0% debt)

Holdings (210)

IJR iShares: S&P Small Cap 600 Idx 5.6%
Value ($000) $26,182 Shares 284,894 Est. Cost $74.98 Unrealized
BSV Vanguard Short-Term Bond Index 4.4%
Value ($000) $20,803 Shares 250,936 Est. Cost $82.90 Unrealized
PG Procter & Gamble 3.7%
Value ($000) $17,433 Shares 125,288 Est. Cost $72.06 Unrealized +70.9%
VCSH Vanguard Short-Term Corp Bd In 3.4%
Value ($000) $16,063 Shares 192,950 Est. Cost $83.25 Unrealized
VGSH Vanguard Short-Term Treasury 3.4%
Value ($000) $15,831 Shares 256,999 Est. Cost $61.60 Unrealized
MSFT Microsoft Corp 3.2%
Value ($000) $14,858 Shares 66,801 Est. Cost $69.12 Unrealized +198.1%
DHR Danaher Corp 2.4%
Value ($000) $11,132 Shares 50,113 Est. Cost $55.89 Unrealized +250.7%
VYM Vanguard High Dividend Yield 2.3%
Value ($000) $10,731 Shares 117,268 Est. Cost $73.19 Unrealized
ACN Accenture Plc 2.1%
Value ($000) $9,671 Shares 37,022 Est. Cost $111.99 Unrealized +99.2%
AAPL Apple 1.9%
Value ($000) $8,999 Shares 67,821 Est. Cost $88.46 Unrealized +32.3%
VV Vanguard Lg Cap Index 1.9%
Value ($000) $8,869 Shares 50,465 Est. Cost $116.26 Unrealized
INTU Intuit 1.8%
Value ($000) $8,367 Shares 22,028 Est. Cost $125.75 Unrealized +170.6%
FISV Fiserv Inc 1.8%
Value ($000) $8,352 Shares 73,349 Est. Cost $63.04 Unrealized +70.9%
UPS United Parcel Service 1.7%
Value ($000) $8,014 Shares 47,590 Est. Cost $69.08 Unrealized +98.2%
PEP PepsiCo 1.7%
Value ($000) $7,986 Shares 53,853 Est. Cost $76.40 Unrealized +58.7%
VCIT Vanguard Intermediate Term Cor 1.7%
Value ($000) $7,940 Shares 81,740 Est. Cost $97.14 Unrealized
TXN Texas Instruments 1.6%
Value ($000) $7,382 Shares 44,976 Est. Cost $51.59 Unrealized +160.9%
VTI Vanguard Total Stock Mkt 1.5%
Value ($000) $7,151 Shares 36,740 Est. Cost $133.43 Unrealized
WAT Waters 1.5%
Value ($000) $6,958 Shares 28,123 Est. Cost $144.21 Unrealized +57.1%
WMT Wal-Mart 1.5%
Value ($000) $6,877 Shares 47,706 Est. Cost $24.98 Unrealized +81.1%
NVO Novo-Nordisk 1.4%
Value ($000) $6,691 Shares 95,789 Est. Cost $57.54 Unrealized
3M Company 1.4%
Value ($000) $6,386 Shares 36,536 Est. Cost $158.03 Unrealized
VWO Vanguard FTSE Emerging Market 1.3%
Value ($000) $6,334 Shares 126,402 Est. Cost $39.33 Unrealized
NSRGY Nestle S A Reg B ADR 1.3%
Value ($000) $6,022 Shares 51,124 Est. Cost $73.84 Unrealized
ECL Ecolab Inc. 1.3%
Value ($000) $5,906 Shares 27,295 Est. Cost $126.90 Unrealized +55.6%
SHY iShares: 1-3 Yr Treasury Bond 1.2%
Value ($000) $5,777 Shares 66,876 Est. Cost $86.38 Unrealized
IDEXX Laboratories 1.2%
Value ($000) $5,761 Shares 11,525 Est. Cost $148.01 Unrealized
Unilever PLC 1.2%
Value ($000) $5,741 Shares 95,106 Est. Cost $60.36 Unrealized
EMR Emerson Electric 1.2%
Value ($000) $5,710 Shares 71,049 Est. Cost $48.95 Unrealized +36.5%
VO Vanguard Mid Cap 1.2%
Value ($000) $5,706 Shares 27,595 Est. Cost $133.56 Unrealized
MDT Medtronic PLC 1.2%
Value ($000) $5,577 Shares 47,611 Est. Cost $69.75 Unrealized +36.3%
HON Honeywell International 1.2%
Value ($000) $5,532 Shares 26,010 Est. Cost $114.73 Unrealized +42.7%
Linde PLC 1.1%
Value ($000) $5,225 Shares 19,830 Est. Cost $162.59 Unrealized
Cisco Systems 1.0%
Value ($000) $4,922 Shares 109,991 Est. Cost $33.71 Unrealized
AXP American Express 1.0%
Value ($000) $4,863 Shares 40,224 Est. Cost $77.13 Unrealized +34.7%
VEA Vanguard FTSE Developed Market 0.9%
Value ($000) $4,454 Shares 94,352 Est. Cost $38.24 Unrealized
JPMorgan Chase 0.9%
Value ($000) $4,361 Shares 34,318 Est. Cost $99.62 Unrealized
CVS CVS Health Corp 0.9%
Value ($000) $4,192 Shares 61,374 Est. Cost $54.48 Unrealized +1.4%
BIV Vanguard Bond Index Inter Term 0.8%
Value ($000) $3,833 Shares 41,285 Est. Cost $92.84 Unrealized
VB Vanguard Small Cap 0.8%
Value ($000) $3,561 Shares 18,290 Est. Cost $122.40 Unrealized
VIG Vanguard Dividend Appreciation 0.8%
Value ($000) $3,560 Shares 25,219 Est. Cost $115.71 Unrealized
Oracle 0.7%
Value ($000) $3,384 Shares 52,317 Est. Cost $39.71 Unrealized
XRAY Dentsply Sirona Inc 0.7%
Value ($000) $3,205 Shares 61,219 Est. Cost $48.59 Unrealized +1.5%
RHHBY Roche Hldg Ltd ADR 0.7%
Value ($000) $3,134 Shares 71,480 Est. Cost $35.37 Unrealized
ExxonMobil 0.6%
Value ($000) $3,041 Shares 73,779 Est. Cost $76.90 Unrealized
GOOGL Alphabet Inc Cl A 0.6%
Value ($000) $3,041 Shares 1,735 Est. Cost $56.89 Unrealized +46.8%
JNJ Johnson & Johnson 0.6%
Value ($000) $2,842 Shares 18,060 Est. Cost $94.62 Unrealized +34.8%
AMZN Amazon 0.5%
Value ($000) $2,534 Shares 778 Est. Cost $90.87 Unrealized +75.6%
IJH iShares: Midcap 400 Index 0.5%
Value ($000) $2,480 Shares 10,791 Est. Cost $187.54 Unrealized
FTV Fortive Corp 0.5%
Value ($000) $2,466 Shares 34,821 Est. Cost $38.76 Unrealized +29.8%
CVX Chevron Corporation 0.5%
Value ($000) $2,402 Shares 28,443 Est. Cost $72.46 Unrealized -10.3%
DSI iShares MSCI KLD 400 Social ET 0.5%
Value ($000) $2,395 Shares 33,483 Est. Cost $89.66 Unrealized
Merck 0.5%
Value ($000) $2,179 Shares 26,637 Est. Cost $68.14 Unrealized
EFA iShares: MSCI EAFE Index 0.4%
Value ($000) $2,041 Shares 27,972 Est. Cost $58.89 Unrealized
VWOB Vanguard Emerging Markets Gov 0.4%
Value ($000) $2,021 Shares 24,557 Est. Cost $82.30 Unrealized
NextEra Energy 0.4%
Value ($000) $1,762 Shares 22,841 Est. Cost $97.46 Unrealized
ISTB iShares Core 1-5 Year USD Bond 0.4%
Value ($000) $1,665 Shares 32,245 Est. Cost $51.64 Unrealized
PFE Pfizer 0.3%
Value ($000) $1,628 Shares 44,237 Est. Cost $24.55 Unrealized +16.6%
VOO Vanguard S&P 500 0.3%
Value ($000) $1,586 Shares 4,615 Est. Cost $189.15 Unrealized
IVV iShares: S&P 500 Idx 0.3%
Value ($000) $1,517 Shares 4,041 Est. Cost $232.85 Unrealized
BMY Bristol-Myers Squibb 0.3%
Value ($000) $1,510 Shares 24,346 Est. Cost $45.42 Unrealized +10.1%
SCHD Schwab US Dividend Equity 0.3%
Value ($000) $1,502 Shares 23,419 Est. Cost $50.21 Unrealized
SPDR S&P 500 0.3%
Value ($000) $1,482 Shares 3,964 Est. Cost $267.33 Unrealized
QLTA iShares Aaa - A Rated Corporat 0.3%
Value ($000) $1,448 Shares 24,752 Est. Cost $58.50 Unrealized
INTC Intel Corp 0.3%
Value ($000) $1,434 Shares 28,789 Est. Cost $40.81 Unrealized +7.9%
NVS Novartis ADR 0.3%
Value ($000) $1,388 Shares 14,696 Est. Cost $83.52 Unrealized
KMI Kinder Morgan Inc 0.3%
Value ($000) $1,359 Shares 99,379 Est. Cost $15.10 Unrealized -34.2%
ABT Abbott Laboratories 0.3%
Value ($000) $1,331 Shares 12,156 Est. Cost $49.90 Unrealized +98.9%
ABBV Abbvie Inc 0.3%
Value ($000) $1,305 Shares 12,182 Est. Cost $57.85 Unrealized +36.5%
IEMG iShares: Core MSCI Emerging Mk 0.3%
Value ($000) $1,300 Shares 20,957 Est. Cost $46.85 Unrealized
MA Mastercard Inc 0.3%
Value ($000) $1,234 Shares 3,456 Est. Cost $292.27 Unrealized +10.6%
QCOM Qualcomm 0.3%
Value ($000) $1,232 Shares 8,089 Est. Cost $48.18 Unrealized +158.8%
ADP Auto Data Processing 0.3%
Value ($000) $1,202 Shares 6,820 Est. Cost $99.23 Unrealized +48.6%
CARR Carrier Global Corporation 0.3%
Value ($000) $1,191 Shares 31,576 Est. Cost $20.44 Unrealized +65.4%
HD Home Depot 0.3%
Value ($000) $1,179 Shares 4,438 Est. Cost $154.46 Unrealized +57.0%
BRK/B Berkshire Hathaway B 0.2%
Value ($000) $1,141 Shares 4,922 Est. Cost $170.81 Unrealized +28.9%
Verizon Communications 0.2%
Value ($000) $1,127 Shares 19,189 Est. Cost $54.22 Unrealized
MCD McDonalds 0.2%
Value ($000) $1,099 Shares 5,120 Est. Cost $150.27 Unrealized +28.6%
TOTL SPDR DoubleLine Total Return T 0.2%
Value ($000) $1,098 Shares 22,278 Est. Cost $49.29 Unrealized
MTD Mettler-Toledo 0.2%
Value ($000) $1,043 Shares 915 Est. Cost $488.90 Unrealized +124.3%
NKE Nike B 0.2%
Value ($000) $1,032 Shares 7,293 Est. Cost $61.83 Unrealized +99.3%
TJX TJX Companies 0.2%
Value ($000) $978 Shares 14,321 Est. Cost $51.38 Unrealized +9.9%
GOOG Alphabet Inc Cl C 0.2%
Value ($000) $913 Shares 521 Est. Cost $56.56 Unrealized +48.1%
HEFA iShares: Currency Hedged MSCI 0.2%
Value ($000) $867 Shares 28,450 Est. Cost $26.26 Unrealized
XLF SPDR Select Financial ETF 0.2%
Value ($000) $867 Shares 29,404 Est. Cost $25.77 Unrealized
ICE Intercontinental Exchange, Inc 0.2%
Value ($000) $866 Shares 7,513 Est. Cost $97.11 Unrealized 0.0%
A T & T New 0.2%
Value ($000) $854 Shares 29,686 Est. Cost $32.43 Unrealized
ROP Roper Technologies 0.2%
Value ($000) $851 Shares 1,975 Est. Cost $218.00 Unrealized +82.7%
SYK Stryker 0.2%
Value ($000) $840 Shares 3,428 Est. Cost $143.37 Unrealized +49.7%
IBB iShares: Nasdaq Biotech Index 0.2%
Value ($000) $829 Shares 5,475 Est. Cost $113.41 Unrealized
COST Costco Wholesale Corporation 0.2%
Value ($000) $827 Shares 2,194 Est. Cost $230.88 Unrealized +50.5%
PCAR Paccar 0.2%
Value ($000) $800 Shares 9,277 Est. Cost $31.02 Unrealized +55.9%
OTIS Otis Worldwide Corporation 0.2%
Value ($000) $775 Shares 11,477 Est. Cost $47.48 Unrealized +26.5%
NVDA Nvidia 0.2%
Value ($000) $766 Shares 1,467 Est. Cost $5.47 Unrealized +143.8%
GLD SPDR Gold Trust 0.2%
Value ($000) $761 Shares 4,266 Est. Cost $146.39 Unrealized
V Visa 0.2%
Value ($000) $760 Shares 3,475 Est. Cost $161.80 Unrealized +21.9%
APD Air Prod & Chemicals 0.2%
Value ($000) $748 Shares 2,738 Est. Cost $98.60 Unrealized +151.1%
Total S A ADR 0.2%
Value ($000) $737 Shares 17,575 Est. Cost $47.71 Unrealized
XYL Xylem 0.2%
Value ($000) $733 Shares 7,198 Est. Cost $82.69 Unrealized +7.1%
PANW Palo Alto Networks Inc Com 0.2%
Value ($000) $732 Shares 2,059 Est. Cost $43.63 Unrealized +7.1%
SBUX Starbucks 0.2%
Value ($000) $727 Shares 6,792 Est. Cost $76.06 Unrealized +11.9%
MBB iShares MBS Barclays Indx 0.2%
Value ($000) $724 Shares 6,570 Est. Cost $110.20 Unrealized
NEM Newmont Corp. 0.2%
Value ($000) $719 Shares 12,008 Est. Cost $27.95 Unrealized +87.3%
VGT Vanguard Info Tech 0.1%
Value ($000) $696 Shares 1,966 Est. Cost $158.40 Unrealized
VUG Vanguard Growth 0.1%
Value ($000) $683 Shares 2,696 Est. Cost $120.66 Unrealized
SCHE Schwab Emerging Markets Equity 0.1%
Value ($000) $681 Shares 22,214 Est. Cost $25.40 Unrealized
RTX Raytheon Technologies Co 0.1%
Value ($000) $669 Shares 9,359 Est. Cost $54.61 Unrealized +7.0%
MDLZ Mondelez International Inc 0.1%
Value ($000) $668 Shares 11,433 Est. Cost $35.47 Unrealized +41.3%
AMT American Tower 0.1%
Value ($000) $666 Shares 2,967 Est. Cost $147.60 Unrealized +35.3%
Salesforce.Com 0.1%
Value ($000) $661 Shares 2,972 Est. Cost $189.23 Unrealized
VNQ Vanguard REIT 0.1%
Value ($000) $652 Shares 7,678 Est. Cost $72.83 Unrealized
KO Coca Cola 0.1%
Value ($000) $643 Shares 11,717 Est. Cost $40.19 Unrealized +10.1%
SLB Schlumberger Ltd 0.1%
Value ($000) $641 Shares 29,372 Est. Cost $45.91 Unrealized -63.2%
GPC Genuine Parts 0.1%
Value ($000) $629 Shares 6,259 Est. Cost $75.70 Unrealized +12.0%
DOW Dow Inc 0.1%
Value ($000) $621 Shares 11,186 Est. Cost $34.44 Unrealized +13.3%
UNP Union Pacific 0.1%
Value ($000) $609 Shares 2,926 Est. Cost $131.15 Unrealized +35.8%
Amphenol 0.1%
Value ($000) $594 Shares 4,545 Est. Cost $74.41 Unrealized
META Facebook 0.1%
Value ($000) $588 Shares 2,151 Est. Cost $180.77 Unrealized +50.6%
Cerner Corp 0.1%
Value ($000) $578 Shares 7,370 Est. Cost $57.06 Unrealized
DGRO iShares Core Dividend Growth 0.1%
Value ($000) $572 Shares 12,758 Est. Cost $34.38 Unrealized
VGIT Vanguard Intermediate Term Gov 0.1%
Value ($000) $557 Shares 8,030 Est. Cost $69.36 Unrealized
SJM J.M. Smucker 0.1%
Value ($000) $555 Shares 4,800 Est. Cost $92.90 Unrealized +5.7%
CB Chubb LTD 0.1%
Value ($000) $555 Shares 3,606 Est. Cost $116.81 Unrealized +11.3%
HSY Hershey Company 0.1%
Value ($000) $552 Shares 3,625 Est. Cost $93.67 Unrealized +39.9%
VTEB Vanguard Tax Exempt Bond 0.1%
Value ($000) $552 Shares 10,000 Est. Cost $55.20 Unrealized
General Electric 0.1%
Value ($000) $550 Shares 50,904 Est. Cost $12.94 Unrealized
IBM Intl Business Machines 0.1%
Value ($000) $528 Shares 4,197 Est. Cost $101.29 Unrealized -7.8%
TIP iShares: TIPS Bond ETF 0.1%
Value ($000) $526 Shares 4,117 Est. Cost $127.76 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $522 Shares 5,698 Est. Cost $61.62 Unrealized +22.8%
ADBE Adobe Systems 0.1%
Value ($000) $521 Shares 1,042 Est. Cost $483.11 Unrealized 0.0%
BAC Bank of America 0.1%
Value ($000) $521 Shares 17,180 Est. Cost $22.14 Unrealized +6.8%
ETN Eaton Corp PLC 0.1%
Value ($000) $514 Shares 4,281 Est. Cost $68.01 Unrealized +52.7%
Becton Dickinson 0.1%
Value ($000) $508 Shares 2,031 Est. Cost $250.12 Unrealized
Vanguard Value 0.1%
Value ($000) $494 Shares 4,152 Est. Cost $90.00 Unrealized
TGT Target 0.1%
Value ($000) $493 Shares 2,792 Est. Cost $144.87 Unrealized 0.0%
CL Colgate-Palmolive 0.1%
Value ($000) $486 Shares 5,685 Est. Cost $56.59 Unrealized +29.7%
PYPL PayPal Holdings, Inc 0.1%
Value ($000) $479 Shares 2,046 Est. Cost $206.72 Unrealized 0.0%
REGL ProShares S&P MidCap 400 Div A 0.1%
Value ($000) $470 Shares 7,477 Est. Cost $50.70 Unrealized
SPTS SPDR Short Term Treasury 0.1%
Value ($000) $462 Shares 15,060 Est. Cost $30.68 Unrealized
BND Vanguard Total Bnd 0.1%
Value ($000) $460 Shares 5,214 Est. Cost $88.22 Unrealized
KMB Kimberly Clark 0.1%
Value ($000) $459 Shares 3,401 Est. Cost $112.60 Unrealized +3.0%
VGK Vanguard FTSE Europe Index 0.1%
Value ($000) $445 Shares 7,380 Est. Cost $50.83 Unrealized
TFC Truist Finl Corp 0.1%
Value ($000) $431 Shares 9,001 Est. Cost $35.66 Unrealized 0.0%
SYY Sysco 0.1%
Value ($000) $418 Shares 5,630 Est. Cost $51.62 Unrealized +16.3%
SCZ iShares: MSCI EAFE Sm Cap 0.1%
Value ($000) $418 Shares 6,120 Est. Cost $56.31 Unrealized
D Dominion Energy Inc 0.1%
Value ($000) $408 Shares 5,425 Est. Cost $63.42 Unrealized 0.0%
ZTS Zoetis Inc Cl A 0.1%
Value ($000) $402 Shares 2,428 Est. Cost $155.43 Unrealized 0.0%
RSG Republic Services 0.1%
Value ($000) $401 Shares 4,160 Est. Cost $88.75 Unrealized 0.0%
EEM iShares: MSCI Emerg Mkts 0.1%
Value ($000) $394 Shares 7,630 Est. Cost $39.63 Unrealized
TMUS T-Mobile US Inc 0.1%
Value ($000) $394 Shares 2,920 Est. Cost $119.35 Unrealized 0.0%
HOLX Hologic 0.1%
Value ($000) $393 Shares 5,400 Est. Cost $65.66 Unrealized +7.5%
iShares iBonds 2022 Term High 0.1%
Value ($000) $386 Shares 15,915 Est. Cost $24.25 Unrealized
Nuveen Nasdaq 100 Dynamic Over 0.1%
Value ($000) $385 Shares 14,815 Est. Cost $23.79 Unrealized
Fedex Corporation 0.1%
Value ($000) $382 Shares 1,470 Est. Cost $253.07 Unrealized
IDV iShares: International Select 0.1%
Value ($000) $376 Shares 12,769 Est. Cost $29.00 Unrealized
MOS Mosaic 0.1%
Value ($000) $368 Shares 16,000 Est. Cost $18.10 Unrealized 0.0%
XEL Xcel Energy 0.1%
Value ($000) $361 Shares 5,417 Est. Cost $34.65 Unrealized +70.6%
ITW Illinois Tool Works 0.1%
Value ($000) $355 Shares 1,743 Est. Cost $98.23 Unrealized +84.3%
ARKK ARK Innovation ETF 0.1%
Value ($000) $354 Shares 2,843 Est. Cost $124.52 Unrealized
Berkshire Hathaway A 0.1%
Value ($000) $348 Shares 100 Est. Cost $3120.00 Unrealized
DEO Diageo Plc Sp ADR 0.1%
Value ($000) $317 Shares 1,997 Est. Cost $152.49 Unrealized
TMO Thermo Fisher Scientific 0.1%
Value ($000) $317 Shares 681 Est. Cost $420.28 Unrealized +10.1%
USB U S Bancorp 0.1%
Value ($000) $317 Shares 6,800 Est. Cost $33.86 Unrealized 0.0%
TT Trane Technologies plc 0.1%
Value ($000) $313 Shares 2,155 Est. Cost $93.73 Unrealized +37.9%
Powershares Exchange S&P 500 T 0.1%
Value ($000) $313 Shares 1,233 Est. Cost $200.11 Unrealized
BCE BCE 0.1%
Value ($000) $312 Shares 7,288 Est. Cost $30.06 Unrealized 0.0%
DIS Disney Walt Co 0.1%
Value ($000) $307 Shares 1,693 Est. Cost $140.23 Unrealized 0.0%
GIS General Mills 0.1%
Value ($000) $307 Shares 5,224 Est. Cost $38.32 Unrealized +32.7%
DD Dupont De Nemours Inc 0.1%
Value ($000) $301 Shares 4,239 Est. Cost $17.52 Unrealized +35.4%
XLY SPDR Select Consumer Disc ETF 0.1%
Value ($000) $296 Shares 1,838 Est. Cost $121.24 Unrealized
XYZ Square Inc 0.1%
Value ($000) $296 Shares 1,358 Est. Cost $195.07 Unrealized 0.0%
IWF iShares: Russell 1000 Gwth 0.1%
Value ($000) $295 Shares 1,225 Est. Cost $160.53 Unrealized
CSX C S X Corp 0.1%
Value ($000) $286 Shares 3,150 Est. Cost $20.51 Unrealized +30.7%
Skyworks Solutions 0.1%
Value ($000) $284 Shares 1,857 Est. Cost $145.90 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $275 Shares 1,716 Est. Cost $141.88 Unrealized +4.3%
iShares iBonds 2023 Term High 0.1%
Value ($000) $274 Shares 11,205 Est. Cost $24.45 Unrealized
GLW Corning 0.1%
Value ($000) $274 Shares 7,600 Est. Cost $27.37 Unrealized +12.8%
XLV SPDR Select Healthcare ETF 0.1%
Value ($000) $269 Shares 2,368 Est. Cost $100.30 Unrealized
W P Carey Inc. 0.1%
Value ($000) $264 Shares 3,735 Est. Cost $68.06 Unrealized
BABA Alibaba Group Holding ADR 0.1%
Value ($000) $264 Shares 1,135 Est. Cost $270.05 Unrealized
RIO Rio Tinto ADR 0.1%
Value ($000) $263 Shares 3,500 Est. Cost $75.14 Unrealized
IUSG iShares: Core US Growth 0.1%
Value ($000) $262 Shares 2,950 Est. Cost $71.86 Unrealized
IIPR Innovative Industrial Properti 0.1%
Value ($000) $260 Shares 1,418 Est. Cost $183.36 Unrealized
CAC Camden National 0.1%
Value ($000) $259 Shares 7,229 Est. Cost $27.64 Unrealized 0.0%
HSIC Henry Schein 0.1%
Value ($000) $257 Shares 3,840 Est. Cost $66.59 Unrealized -3.1%
ConocoPhillips 0.1%
Value ($000) $257 Shares 6,428 Est. Cost $41.37 Unrealized
BHP BHP Billiton Ltd ADR 0.1%
Value ($000) $249 Shares 3,809 Est. Cost $49.74 Unrealized
SMDV ProShares Russell 2000 Div Gro 0.1%
Value ($000) $245 Shares 4,259 Est. Cost $57.53 Unrealized
Vertex Pharm 0.1%
Value ($000) $244 Shares 1,033 Est. Cost $236.21 Unrealized
TDOC Teladoc Health, Inc. 0.1%
Value ($000) $242 Shares 1,212 Est. Cost $203.34 Unrealized 0.0%
Goldman Sachs Group 0.1%
Value ($000) $242 Shares 918 Est. Cost $263.62 Unrealized
YUM Yum Brands 0.1%
Value ($000) $241 Shares 2,218 Est. Cost $92.76 Unrealized 0.0%
Xilinx 0.0%
Value ($000) $231 Shares 1,630 Est. Cost $141.72 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $230 Shares 1,730 Est. Cost $122.19 Unrealized 0.0%
BA Boeing 0.0%
Value ($000) $228 Shares 1,063 Est. Cost $192.22 Unrealized 0.0%
EUDG WisdomTree Europe Quality Divi 0.0%
Value ($000) $226 Shares 7,450 Est. Cost $30.34 Unrealized
SLQD iShares 0-5 Yr Investment Grd 0.0%
Value ($000) $225 Shares 4,307 Est. Cost $52.24 Unrealized
Royal Dutch Shell A 0.0%
Value ($000) $225 Shares 6,404 Est. Cost $35.13 Unrealized
Northwest Natural Gas 0.0%
Value ($000) $223 Shares 4,841 Est. Cost $46.06 Unrealized
JFBC Jeffersonville Bancorp 0.0%
Value ($000) $223 Shares 13,098 Est. Cost $15.32 Unrealized +15.5%
PSA Public Storage A 0.0%
Value ($000) $213 Shares 921 Est. Cost $183.60 Unrealized 0.0%
DVY iShares: DJ Select Div Index 0.0%
Value ($000) $213 Shares 2,210 Est. Cost $92.62 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $212 Shares 4,037 Est. Cost $41.66 Unrealized 0.0%
OXY Occidental Pete 0.0%
Value ($000) $211 Shares 12,209 Est. Cost $58.33 Unrealized -77.9%
OMC Omnicom Group 0.0%
Value ($000) $211 Shares 3,382 Est. Cost $47.57 Unrealized 0.0%
CMCL Caledonia Mining Corporation P 0.0%
Value ($000) $207 Shares 13,055 Est. Cost $6.61 Unrealized +105.7%
WTRG Essentials Utils Inc. 0.0%
Value ($000) $206 Shares 4,350 Est. Cost $44.42 Unrealized 0.0%
UNM Unum Group 0.0%
Value ($000) $203 Shares 8,830 Est. Cost $20.68 Unrealized 0.0%
BIL SPDR Bloomberg Barclays 1-3 Mo 0.0%
Value ($000) $203 Shares 2,215 Est. Cost $91.65 Unrealized
iShares iBonds 2021 Term High 0.0%
Value ($000) $200 Shares 8,260 Est. Cost $24.21 Unrealized