Gleason Group, Inc. Diversified Active

CIK: 0001822632 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 27, 2020

Total Value ($000): $161,635 (100.0% shares, 0.0% debt)

Holdings (183)

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 19.6%
Value ($000) $31,629 Shares 111,593 Est. Cost $295.80 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 11.1%
Value ($000) $17,928 Shares 151,493 Est. Cost $125.99 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 9.3%
Value ($000) $14,980 Shares 95,698 Est. Cost $160.62 Unrealized
VUG VANGUARD GROWTH ETF 8.9%
Value ($000) $14,406 Shares 71,284 Est. Cost $183.98 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 6.9%
Value ($000) $11,165 Shares 227,069 Est. Cost $54.82 Unrealized
VTV VANGUARD VALUE ETF 6.5%
Value ($000) $10,506 Shares 105,496 Est. Cost $117.41 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 6.1%
Value ($000) $9,936 Shares 143,081 Est. Cost $72.15 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 3.1%
Value ($000) $4,961 Shares 90,995 Est. Cost $61.90 Unrealized
CNC CENTENE CORPORATION DEL 2.9%
Value ($000) $4,766 Shares 75,000 Est. Cost $65.11 Unrealized 0.0%
INTC INTEL CORPORATION 1.5%
Value ($000) $2,373 Shares 39,660 Est. Cost $49.30 Unrealized +7.9%
VO VANGUARD MID-CAP ETF 1.4%
Value ($000) $2,297 Shares 14,015 Est. Cost $178.20 Unrealized
VB VANGUARD SMALL-CAP ETF 1.3%
Value ($000) $2,100 Shares 14,411 Est. Cost $165.66 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.3%
Value ($000) $2,090 Shares 52,756 Est. Cost $44.24 Unrealized
BAC BK OF AMERICA CORPORATION 1.3%
Value ($000) $2,022 Shares 85,119 Est. Cost $27.17 Unrealized -24.3%
PG PROCTER AND GAMBLE COMPANY 1.2%
Value ($000) $1,998 Shares 16,707 Est. Cost $105.24 Unrealized -3.5%
JPM JPMORGAN CHASE & COMPANY 0.9%
Value ($000) $1,466 Shares 15,589 Est. Cost $108.67 Unrealized -24.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,137 Shares 8,085 Est. Cost $114.10 Unrealized +8.9%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.7%
Value ($000) $1,126 Shares 20,415 Est. Cost $42.79 Unrealized -4.8%
CVX CHEVRON CORPORATION NEW 0.6%
Value ($000) $958 Shares 10,730 Est. Cost $87.89 Unrealized -20.6%
CSCO CISCO SYSTEMS INCORPORATED 0.5%
Value ($000) $855 Shares 18,341 Est. Cost $38.56 Unrealized -4.0%
T AT&T INCORPORATED 0.5%
Value ($000) $809 Shares 26,775 Est. Cost $18.85 Unrealized -17.8%
TGT TARGET CORPORATION 0.5%
Value ($000) $793 Shares 6,609 Est. Cost $99.83 Unrealized -1.6%
DIS DISNEY WALT COMPANY COM DISNEY 0.5%
Value ($000) $791 Shares 7,092 Est. Cost $135.27 Unrealized -20.3%
NKE NIKE INCORPORATED CLASS B 0.5%
Value ($000) $769 Shares 7,839 Est. Cost $86.82 Unrealized -1.6%
C CITIGROUP INCORPORATED COM NEW 0.5%
Value ($000) $762 Shares 14,914 Est. Cost $58.38 Unrealized -33.7%
SO SOUTHERN COMPANY 0.5%
Value ($000) $731 Shares 14,098 Est. Cost $48.86 Unrealized -8.4%
DE DEERE & COMPANY 0.4%
Value ($000) $722 Shares 4,592 Est. Cost $157.30 Unrealized -14.7%
QCOM QUALCOMM INCORPORATED 0.4%
Value ($000) $685 Shares 7,510 Est. Cost $72.86 Unrealized -2.6%
WSM WILLIAMS SONOMA INCORPORATED 0.4%
Value ($000) $682 Shares 8,314 Est. Cost $30.70 Unrealized -0.5%
XOM EXXON MOBIL CORPORATION 0.4%
Value ($000) $657 Shares 14,685 Est. Cost $48.00 Unrealized -27.5%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.4%
Value ($000) $634 Shares 5,706 Est. Cost $92.71 Unrealized -14.0%
CTAS CINTAS CORPORATION 0.4%
Value ($000) $631 Shares 2,370 Est. Cost $61.91 Unrealized -11.7%
KO COCA COLA COMPANY 0.4%
Value ($000) $628 Shares 14,056 Est. Cost $44.51 Unrealized -13.0%
MCD MCDONALDS CORPORATION 0.4%
Value ($000) $617 Shares 3,344 Est. Cost $171.93 Unrealized -6.4%
D DOMINION ENERGY INCORPORATED 0.4%
Value ($000) $614 Shares 7,562 Est. Cost $62.42 Unrealized +0.4%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.4%
Value ($000) $584 Shares 4,183 Est. Cost $121.75 Unrealized +7.4%
BHP BHP GROUP LIMITED SPONSORED ADS 0.3%
Value ($000) $507 Shares 10,201 Est. Cost $54.15 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.3%
Value ($000) $476 Shares 11,671 Est. Cost $46.81 Unrealized
CAT CATERPILLAR INCORPORATED DEL 0.3%
Value ($000) $451 Shares 3,567 Est. Cost $122.29 Unrealized -13.2%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.3%
Value ($000) $445 Shares 2,492 Est. Cost $217.17 Unrealized -15.9%
LLY LILLY ELI & COMPANY 0.3%
Value ($000) $441 Shares 2,689 Est. Cost $107.55 Unrealized +33.8%
WMT WALMART INCORPORATED 0.3%
Value ($000) $435 Shares 3,629 Est. Cost $36.26 Unrealized +5.0%
HD HOME DEPOT INCORPORATED 0.3%
Value ($000) $422 Shares 1,684 Est. Cost $194.99 Unrealized +2.4%
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.3%
Value ($000) $418 Shares 8,774 Est. Cost $53.78 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.2%
Value ($000) $384 Shares 1,266 Est. Cost $271.52 Unrealized +2.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $366 Shares 1,704 Est. Cost $178.42 Unrealized -2.1%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $324 Shares 1,051 Est. Cost $321.50 Unrealized
AAPL APPLE INCORPORATED 0.2%
Value ($000) $317 Shares 870 Est. Cost $63.46 Unrealized +18.3%
LOW LOWES COMPANIES INCORPORATED 0.2%
Value ($000) $273 Shares 2,024 Est. Cost $102.36 Unrealized +0.9%
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.2%
Value ($000) $268 Shares 1,421 Est. Cost $179.27 Unrealized -7.6%
IVW ISHARES TR S&P 500 GRWT ETF 0.2%
Value ($000) $264 Shares 1,272 Est. Cost $193.52 Unrealized
BLACKROCK INCORPORATED 0.2%
Value ($000) $252 Shares 463 Est. Cost $502.19 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $251 Shares 2,145 Est. Cost $124.66 Unrealized
WM WASTE MGMT INCORPORATED DEL 0.1%
Value ($000) $232 Shares 2,194 Est. Cost $102.09 Unrealized -9.7%
DOCU DOCUSIGN INCORPORATED 0.1%
Value ($000) $227 Shares 1,320 Est. Cost $68.71 Unrealized +83.4%
HILL ROM HLDGS INCORPORATED 0.1%
Value ($000) $224 Shares 2,044 Est. Cost $113.55 Unrealized
AMZN AMAZON COM INCORPORATED 0.1%
Value ($000) $215 Shares 78 Est. Cost $88.51 Unrealized +36.5%
ATO ATMOS ENERGY CORPORATION 0.1%
Value ($000) $212 Shares 2,131 Est. Cost $94.23 Unrealized -7.1%
BF/B BROWN FORMAN CORPORATION CLASS B 0.1%
Value ($000) $196 Shares 3,081 Est. Cost $58.03 Unrealized -0.9%
SHOP SHOPIFY INCORPORATED CLASS A 0.1%
Value ($000) $190 Shares 200 Est. Cost $33.82 Unrealized +105.2%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $187 Shares 2,335 Est. Cost $71.78 Unrealized -5.8%
UNP UNION PAC CORPORATION 0.1%
Value ($000) $174 Shares 1,031 Est. Cost $149.35 Unrealized -5.3%
SJM SMUCKER J M COMPANY COM NEW 0.1%
Value ($000) $170 Shares 1,610 Est. Cost $86.62 Unrealized +7.9%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $151 Shares 1,921 Est. Cost $93.69 Unrealized
AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW 0.1%
Value ($000) $142 Shares 1,100 Est. Cost $108.00 Unrealized +3.6%
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $131 Shares 421 Est. Cost $322.97 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.1%
Value ($000) $109 Shares 77 Est. Cost $64.02 Unrealized +4.5%
CLX CLOROX COMPANY DEL 0.1%
Value ($000) $105 Shares 478 Est. Cost $124.55 Unrealized +35.5%
PANW PALO ALTO NETWORKS INCORPORATED 0.1%
Value ($000) $92 Shares 400 Est. Cost $37.82 Unrealized -6.8%
PENN PENN NATL GAMING INCORPORATED 0.1%
Value ($000) $91 Shares 2,989 Est. Cost $24.42 Unrealized -6.2%
PH PARKER HANNIFIN CORPORATION 0.1%
Value ($000) $85 Shares 461 Est. Cost $177.66 Unrealized -15.9%
DG DOLLAR GENERAL CORPORATION NEW 0.1%
Value ($000) $83 Shares 434 Est. Cost $145.94 Unrealized +14.5%
YETI YETI HLDGS INCORPORATED 0.0%
Value ($000) $77 Shares 1,803 Est. Cost $31.49 Unrealized -4.6%
V VISA INCORPORATED COM CLASS A 0.0%
Value ($000) $72 Shares 373 Est. Cost $172.99 Unrealized +1.5%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $72 Shares 2,201 Est. Cost $26.69 Unrealized -2.6%
MO ALTRIA GROUP INCORPORATED 0.0%
Value ($000) $72 Shares 1,830 Est. Cost $28.72 Unrealized -13.1%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $68 Shares 514 Est. Cost $112.78 Unrealized -1.8%
PII POLARIS INCORPORATED 0.0%
Value ($000) $67 Shares 726 Est. Cost $97.04 Unrealized -21.5%
BA BOEING COMPANY 0.0%
Value ($000) $66 Shares 361 Est. Cost $351.04 Unrealized -56.2%
TDOC TELADOC HEALTH INCORPORATED 0.0%
Value ($000) $66 Shares 348 Est. Cost $78.77 Unrealized +122.5%
EA ELECTRONIC ARTS INCORPORATED 0.0%
Value ($000) $63 Shares 475 Est. Cost $102.32 Unrealized +12.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $62 Shares 1,289 Est. Cost $38.90 Unrealized -9.5%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.0%
Value ($000) $62 Shares 44 Est. Cost $64.05 Unrealized +4.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $54 Shares 464 Est. Cost $59.96 Unrealized -14.8%
LVMUY LVMH MOET HENNESSY LOU VUITTON ADR 0.0%
Value ($000) $53 Shares 600 Est. Cost $75.00 Unrealized
DOW DOW INCORPORATED 0.0%
Value ($000) $51 Shares 1,239 Est. Cost $34.40 Unrealized -21.9%
ABBV ABBVIE INCORPORATED 0.0%
Value ($000) $50 Shares 508 Est. Cost $64.73 Unrealized +8.9%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $48 Shares 305 Est. Cost $154.10 Unrealized
CSX CSX CORPORATION 0.0%
Value ($000) $48 Shares 690 Est. Cost $21.78 Unrealized -5.8%
ETN EATON CORPORATION PLC SHS 0.0%
Value ($000) $48 Shares 554 Est. Cost $79.72 Unrealized -6.2%
NTRS NORTHERN TR CORPORATION 0.0%
Value ($000) $47 Shares 589 Est. Cost $84.53 Unrealized -21.2%
HSY HERSHEY COMPANY 0.0%
Value ($000) $46 Shares 351 Est. Cost $128.44 Unrealized -8.4%
OHI OMEGA HEALTHCARE INVS INCORPORATED REIT 0.0%
Value ($000) $46 Shares 1,545 Est. Cost $41.94 Unrealized
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $46 Shares 195 Est. Cost $182.69 Unrealized +4.9%
UNH UNITEDHEALTH GROUP INCORPORATED 0.0%
Value ($000) $44 Shares 149 Est. Cost $236.60 Unrealized +10.4%
CHDN CHURCHILL DOWNS INCORPORATED 0.0%
Value ($000) $41 Shares 304 Est. Cost $63.64 Unrealized -12.3%
CME CME GROUP INCORPORATED 0.0%
Value ($000) $40 Shares 248 Est. Cost $162.02 Unrealized -10.9%
URI UNITED RENTALS INCORPORATED 0.0%
Value ($000) $37 Shares 250 Est. Cost $140.67 Unrealized -12.7%
AXP AMERICAN EXPRESS COMPANY 0.0%
Value ($000) $37 Shares 387 Est. Cost $110.13 Unrealized -22.3%
DCI DONALDSON INCORPORATED 0.0%
Value ($000) $34 Shares 739 Est. Cost $49.30 Unrealized -18.1%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $33 Shares 1,098 Est. Cost $24.80 Unrealized -14.9%
KMB KIMBERLY CLARK CORPORATION 0.0%
Value ($000) $32 Shares 225 Est. Cost $108.78 Unrealized +3.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $32 Shares 752 Est. Cost $47.16 Unrealized -30.2%
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $32 Shares 430 Est. Cost $74.48 Unrealized -10.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $31 Shares 417 Est. Cost $76.92 Unrealized
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $31 Shares 581 Est. Cost $24.51 Unrealized -28.8%
EMR EMERSON ELEC COMPANY 0.0%
Value ($000) $31 Shares 506 Est. Cost $62.82 Unrealized -20.0%
PSX PHILLIPS 66 0.0%
Value ($000) $28 Shares 386 Est. Cost $86.73 Unrealized -35.2%
BF/A BROWN FORMAN CORPORATION CLASS A 0.0%
Value ($000) $28 Shares 494 Est. Cost $54.94 Unrealized -4.4%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $27 Shares 1,459 Est. Cost $27.41 Unrealized
PNC PNC FINL SVCS GROUP INCORPORATED 0.0%
Value ($000) $26 Shares 243 Est. Cost $120.17 Unrealized -28.5%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $26 Shares 2,928 Est. Cost $10.90 Unrealized -37.4%
XYZ SQUARE INCORPORATED CLASS A 0.0%
Value ($000) $25 Shares 235 Est. Cost $63.90 Unrealized +19.8%
BAX BAXTER INTERNATIONAL INCORPORATED 0.0%
Value ($000) $24 Shares 282 Est. Cost $73.38 Unrealized +5.8%
XLV SPDR HEALTH CARE SELECT SECTOR FUND 0.0%
Value ($000) $23 Shares 230 Est. Cost $101.32 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $23 Shares 235 Est. Cost $98.38 Unrealized -13.0%
BURBY BURBERRY GROUP PLC SPONSORED ADR 0.0%
Value ($000) $21 Shares 1,087 Est. Cost $29.60 Unrealized
FBIN FORTUNE BRANDS HOME & SEC INCORPORATED 0.0%
Value ($000) $21 Shares 332 Est. Cost $47.96 Unrealized -10.9%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $20 Shares 241 Est. Cost $66.48 Unrealized +1.1%
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value ($000) $20 Shares 101 Est. Cost $187.49 Unrealized -12.4%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $18 Shares 305 Est. Cost $55.92 Unrealized
ADM ARCHER DANIELS MIDLAND COMPANY 0.0%
Value ($000) $17 Shares 432 Est. Cost $35.73 Unrealized -10.7%
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $16 Shares 164 Est. Cost $94.20 Unrealized -9.1%
KBSR KBS REAL ESTAT INVT TR III INCORPORATED REIT 0.0%
Value ($000) $16 Shares 1,373 Est. Cost $11.71 Unrealized
F FORD MTR COMPANY DEL 0.0%
Value ($000) $16 Shares 2,631 Est. Cost $6.68 Unrealized -37.1%
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.0%
Value ($000) $16 Shares 74 Est. Cost $205.81 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $15 Shares 110 Est. Cost $165.14 Unrealized
MDXG MIMEDX GROUP INCORPORATED 0.0%
Value ($000) $15 Shares 2,712 Est. Cost $6.07 Unrealized -35.7%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $15 Shares 112 Est. Cost $125.00 Unrealized
MOBILE MINI INCORPORATED 0.0%
Value ($000) $14 Shares 475 Est. Cost $38.66 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $14 Shares 101 Est. Cost $137.51 Unrealized -17.7%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $14 Shares 212 Est. Cost $75.83 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $12 Shares 166 Est. Cost $78.79 Unrealized
USPH U S PHYSICAL THERAPY INCORPORATED 0.0%
Value ($000) $12 Shares 150 Est. Cost $72.94 Unrealized 0.0%
TWLO TWILIO INCORPORATED CLASS A 0.0%
Value ($000) $11 Shares 50 Est. Cost $102.13 Unrealized +57.2%
SYBT STOCK YDS BANCORP INCORPORATED 0.0%
Value ($000) $11 Shares 277 Est. Cost $39.70 Unrealized -17.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $11 Shares 272 Est. Cost $44.01 Unrealized
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.0%
Value ($000) $11 Shares 253 Est. Cost $34.35 Unrealized
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.0%
Value ($000) $11 Shares 179 Est. Cost $54.61 Unrealized 0.0%
ED CONSOLIDATED EDISON INCORPORATED 0.0%
Value ($000) $10 Shares 137 Est. Cost $71.77 Unrealized -12.7%
IMCV ISHARES TR MRGSTR MD CP VAL 0.0%
Value ($000) $10 Shares 78 Est. Cost $167.98 Unrealized
TIFFANY & COMPANY NEW 0.0%
Value ($000) $10 Shares 85 Est. Cost $129.41 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $10 Shares 217 Est. Cost $70.09 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $9 Shares 128 Est. Cost $60.01 Unrealized -8.7%
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $9 Shares 321 Est. Cost $24.50 Unrealized -0.6%
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED 0.0%
Value ($000) $8 Shares 71 Est. Cost $95.06 Unrealized -2.2%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $8 Shares 332 Est. Cost $27.19 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value ($000) $8 Shares 36 Est. Cost $243.24 Unrealized
VTR VENTAS INCORPORATED REIT 0.0%
Value ($000) $8 Shares 222 Est. Cost $48.53 Unrealized -44.5%
GD GENERAL DYNAMICS CORPORATION 0.0%
Value ($000) $7 Shares 44 Est. Cost $155.87 Unrealized -20.2%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $7 Shares 107 Est. Cost $32.71 Unrealized +52.4%
CRON CRONOS GROUP INCORPORATED 0.0%
Value ($000) $7 Shares 1,095 Est. Cost $6.65 Unrealized -8.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $6 Shares 185 Est. Cost $32.61 Unrealized
TJX TJX COMPANIES INCORPORATED NEW 0.0%
Value ($000) $6 Shares 109 Est. Cost $54.60 Unrealized -14.6%
TOTAL S.A. SPONSORED ADS 0.0%
Value ($000) $6 Shares 144 Est. Cost $56.53 Unrealized
GLW CORNING INCORPORATED 0.0%
Value ($000) $6 Shares 242 Est. Cost $24.43 Unrealized -20.6%
META FACEBOOK INCORPORATED CLASS A 0.0%
Value ($000) $6 Shares 25 Est. Cost $192.35 Unrealized +7.8%
AMAT APPLIED MATLS INCORPORATED 0.0%
Value ($000) $6 Shares 102 Est. Cost $53.00 Unrealized -3.3%
ISCG ISHARES TR MRGSTR SM CP GR 0.0%
Value ($000) $5 Shares 22 Est. Cost $227.27 Unrealized
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $5 Shares 208 Est. Cost $44.60 Unrealized -46.2%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $5 Shares 47 Est. Cost $127.66 Unrealized
DLTR DOLLAR TREE INCORPORATED 0.0%
Value ($000) $4 Shares 40 Est. Cost $104.97 Unrealized -20.5%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $4 Shares 52 Est. Cost $83.17 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $137.93 Unrealized
VARIAN MED SYSTEMS INCORPORATED 0.0%
Value ($000) $4 Shares 35 Est. Cost $142.86 Unrealized
CANOPY GROWTH CORPORATION 0.0%
Value ($000) $4 Shares 245 Est. Cost $16.33 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $3 Shares 52 Est. Cost $55.31 Unrealized -4.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $3 Shares 1,441 Est. Cost $4.16 Unrealized
CNX CNX RESOURCES CORPORATION 0.0%
Value ($000) $2 Shares 206 Est. Cost $7.80 Unrealized +28.9%
ABT ABBOTT LABS 0.0%
Value ($000) $2 Shares 23 Est. Cost $75.30 Unrealized +8.8%
NVGS NAVIGATOR HOLDINGS LIMITED SHS 0.0%
Value ($000) $1 Shares 200 Est. Cost $11.44 Unrealized -47.0%
TILRAY INCORPORATED COM CLASS 2 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.11 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
AURORA CANNABIS INCORPORATED 0.0%
Value ($000) $1 Shares 109 Est. Cost $9.17 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
IFGL ISHARES TR INTL DEV RE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SWINGPLANE VENTURES INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 875 Est. Cost Unrealized
CONSOL ENERGY INCORPORATED NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
INTK INDUSTRIAL NANOTECH INCORPORATED 0.0%
Value ($000) $0 Shares 28,498 Est. Cost $0.00 Unrealized +6.2%
INVO BIOSCIENCE INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TRANSENTERIX INCORPORATED 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized