Gleason Group, Inc. Diversified Active

CIK: 0001822632 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 15, 2020

Total Value ($000): $173,208 (100.0% shares, 0.0% debt)

Holdings (180)

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 19.7%
Value ($000) $34,192 Shares 111,137 Est. Cost $295.80 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 11.2%
Value ($000) $19,327 Shares 148,990 Est. Cost $125.99 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 9.6%
Value ($000) $16,651 Shares 97,770 Est. Cost $160.83 Unrealized
VUG VANGUARD GROWTH ETF 9.2%
Value ($000) $15,911 Shares 69,904 Est. Cost $183.98 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 7.1%
Value ($000) $12,214 Shares 234,114 Est. Cost $54.74 Unrealized
VTV VANGUARD VALUE ETF 6.3%
Value ($000) $10,849 Shares 103,811 Est. Cost $117.41 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 6.1%
Value ($000) $10,650 Shares 141,083 Est. Cost $72.15 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 2.7%
Value ($000) $4,748 Shares 81,383 Est. Cost $61.90 Unrealized
CNC CENTENE CORPORATION DEL 2.5%
Value ($000) $4,375 Shares 75,000 Est. Cost $65.11 Unrealized -4.6%
VO VANGUARD MID-CAP ETF 1.4%
Value ($000) $2,480 Shares 14,068 Est. Cost $178.20 Unrealized
PG PROCTER AND GAMBLE COMPANY 1.3%
Value ($000) $2,308 Shares 16,603 Est. Cost $105.24 Unrealized +10.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.3%
Value ($000) $2,304 Shares 53,283 Est. Cost $44.24 Unrealized
VB VANGUARD SMALL-CAP ETF 1.3%
Value ($000) $2,224 Shares 14,461 Est. Cost $165.66 Unrealized
BAC BK OF AMERICA CORPORATION 1.2%
Value ($000) $2,114 Shares 87,771 Est. Cost $27.01 Unrealized -19.2%
INTC INTEL CORPORATION 1.2%
Value ($000) $2,065 Shares 39,885 Est. Cost $49.30 Unrealized -5.6%
JPM JPMORGAN CHASE & COMPANY 0.8%
Value ($000) $1,364 Shares 14,166 Est. Cost $108.67 Unrealized -21.4%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,207 Shares 8,103 Est. Cost $114.10 Unrealized +11.3%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.7%
Value ($000) $1,140 Shares 19,154 Est. Cost $42.79 Unrealized -0.5%
TGT TARGET CORPORATION 0.6%
Value ($000) $1,045 Shares 6,640 Est. Cost $99.83 Unrealized +18.9%
DE DEERE & COMPANY 0.6%
Value ($000) $1,022 Shares 4,611 Est. Cost $157.30 Unrealized +14.3%
NKE NIKE INCORPORATED CLASS B 0.6%
Value ($000) $987 Shares 7,859 Est. Cost $86.82 Unrealized +14.8%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.6%
Value ($000) $957 Shares 5,742 Est. Cost $92.71 Unrealized +26.6%
QCOM QUALCOMM INCORPORATED 0.5%
Value ($000) $889 Shares 7,554 Est. Cost $72.86 Unrealized +30.6%
DIS DISNEY WALT COMPANY COM DISNEY 0.5%
Value ($000) $880 Shares 7,092 Est. Cost $135.27 Unrealized -9.7%
CTAS CINTAS CORPORATION 0.5%
Value ($000) $789 Shares 2,370 Est. Cost $61.91 Unrealized +17.7%
CVX CHEVRON CORPORATION NEW 0.5%
Value ($000) $785 Shares 10,899 Est. Cost $87.56 Unrealized -24.0%
SO SOUTHERN COMPANY 0.4%
Value ($000) $774 Shares 14,272 Est. Cost $48.79 Unrealized -10.8%
T AT&T INCORPORATED 0.4%
Value ($000) $761 Shares 26,705 Est. Cost $18.85 Unrealized -17.5%
WSM WILLIAMS SONOMA INCORPORATED 0.4%
Value ($000) $756 Shares 8,357 Est. Cost $30.70 Unrealized +30.7%
MCD MCDONALDS CORPORATION 0.4%
Value ($000) $738 Shares 3,361 Est. Cost $171.93 Unrealized +5.5%
CSCO CISCO SYSTEMS INCORPORATED 0.4%
Value ($000) $728 Shares 18,481 Est. Cost $38.56 Unrealized -3.9%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.4%
Value ($000) $691 Shares 4,183 Est. Cost $121.75 Unrealized +33.4%
D DOMINION ENERGY INCORPORATED 0.3%
Value ($000) $604 Shares 7,652 Est. Cost $62.41 Unrealized -0.6%
KO COCA COLA COMPANY 0.3%
Value ($000) $602 Shares 12,183 Est. Cost $44.51 Unrealized -8.3%
C CITIGROUP INCORPORATED COM NEW 0.3%
Value ($000) $570 Shares 13,215 Est. Cost $58.38 Unrealized -29.7%
BHP BHP GROUP LIMITED SPONSORED ADS 0.3%
Value ($000) $538 Shares 10,413 Est. Cost $54.10 Unrealized
CAT CATERPILLAR INCORPORATED DEL 0.3%
Value ($000) $536 Shares 3,593 Est. Cost $122.29 Unrealized +3.7%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.3%
Value ($000) $531 Shares 2,492 Est. Cost $217.17 Unrealized -5.8%
WMT WALMART INCORPORATED 0.3%
Value ($000) $510 Shares 3,641 Est. Cost $36.26 Unrealized +13.9%
XOM EXXON MOBIL CORPORATION 0.3%
Value ($000) $469 Shares 13,663 Est. Cost $48.00 Unrealized -32.7%
HD HOME DEPOT INCORPORATED 0.3%
Value ($000) $456 Shares 1,642 Est. Cost $194.99 Unrealized +21.9%
COST COSTCO WHOLESALE CORPORATION NEW 0.3%
Value ($000) $451 Shares 1,269 Est. Cost $271.52 Unrealized +13.8%
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.3%
Value ($000) $446 Shares 8,834 Est. Cost $53.78 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.3%
Value ($000) $444 Shares 11,807 Est. Cost $46.70 Unrealized
AAPL APPLE INCORPORATED 0.2%
Value ($000) $420 Shares 3,623 Est. Cost $95.76 Unrealized +10.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $386 Shares 1,710 Est. Cost $178.42 Unrealized +19.0%
LLY LILLY ELI & COMPANY 0.2%
Value ($000) $368 Shares 2,483 Est. Cost $107.55 Unrealized +35.5%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $352 Shares 1,051 Est. Cost $321.50 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.2%
Value ($000) $351 Shares 5,559 Est. Cost $56.12 Unrealized 0.0%
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.2%
Value ($000) $311 Shares 1,424 Est. Cost $179.27 Unrealized +6.5%
LOW LOWES COMPANIES INCORPORATED 0.2%
Value ($000) $304 Shares 1,830 Est. Cost $102.36 Unrealized +36.6%
IVW ISHARES TR S&P 500 GRWT ETF 0.2%
Value ($000) $295 Shares 1,275 Est. Cost $193.52 Unrealized
DOCU DOCUSIGN INCORPORATED 0.2%
Value ($000) $282 Shares 1,308 Est. Cost $68.71 Unrealized +202.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $277 Shares 2,156 Est. Cost $124.66 Unrealized
BLACKROCK INCORPORATED 0.2%
Value ($000) $263 Shares 466 Est. Cost $502.19 Unrealized
AMZN AMAZON COM INCORPORATED 0.1%
Value ($000) $258 Shares 82 Est. Cost $91.88 Unrealized +71.6%
WM WASTE MGMT INCORPORATED DEL 0.1%
Value ($000) $250 Shares 2,204 Est. Cost $102.09 Unrealized -0.7%
BF/B BROWN FORMAN CORPORATION CLASS B 0.1%
Value ($000) $233 Shares 3,089 Est. Cost $58.03 Unrealized +11.6%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $209 Shares 2,362 Est. Cost $71.72 Unrealized -7.0%
SHOP SHOPIFY INCORPORATED CLS A 0.1%
Value ($000) $205 Shares 200 Est. Cost $33.82 Unrealized +194.0%
ATO ATMOS ENERGY CORPORATION 0.1%
Value ($000) $192 Shares 2,013 Est. Cost $94.23 Unrealized -7.5%
SJM SMUCKER J M COMPANY COM NEW 0.1%
Value ($000) $187 Shares 1,622 Est. Cost $86.62 Unrealized +7.9%
PENN PENN NATL GAMING INCORPORATED 0.1%
Value ($000) $184 Shares 2,534 Est. Cost $24.42 Unrealized +100.9%
HILL ROM HLDGS INCORPORATED 0.1%
Value ($000) $171 Shares 2,049 Est. Cost $113.55 Unrealized
UNP UNION PAC CORPORATION 0.1%
Value ($000) $164 Shares 831 Est. Cost $149.35 Unrealized +10.4%
AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW 0.1%
Value ($000) $160 Shares 1,104 Est. Cost $108.00 Unrealized +18.4%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $154 Shares 1,903 Est. Cost $93.69 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $142 Shares 423 Est. Cost $322.97 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.1%
Value ($000) $113 Shares 77 Est. Cost $64.02 Unrealized +18.1%
CLX CLOROX COMPANY DEL 0.1%
Value ($000) $101 Shares 480 Est. Cost $124.55 Unrealized +51.7%
PANW PALO ALTO NETWORKS INCORPORATED 0.1%
Value ($000) $98 Shares 400 Est. Cost $37.82 Unrealized +10.0%
PH PARKER-HANNIFIN CORPORATION 0.1%
Value ($000) $94 Shares 463 Est. Cost $177.66 Unrealized +2.9%
DG DOLLAR GENERAL CORPORATION NEW 0.1%
Value ($000) $91 Shares 435 Est. Cost $145.94 Unrealized +24.8%
YETI YETI HLDGS INCORPORATED 0.0%
Value ($000) $82 Shares 1,803 Est. Cost $31.49 Unrealized +50.6%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $82 Shares 2,223 Est. Cost $26.69 Unrealized +1.6%
V VISA INCORPORATED COM CLASS A 0.0%
Value ($000) $75 Shares 374 Est. Cost $172.99 Unrealized +11.1%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $72 Shares 518 Est. Cost $112.78 Unrealized +2.1%
TDOC TELADOC HEALTH INCORPORATED 0.0%
Value ($000) $71 Shares 324 Est. Cost $78.77 Unrealized +168.8%
PII POLARIS INCORPORATED 0.0%
Value ($000) $69 Shares 731 Est. Cost $97.04 Unrealized +1.5%
MO ALTRIA GROUP INCORPORATED 0.0%
Value ($000) $66 Shares 1,720 Est. Cost $28.72 Unrealized -5.3%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.0%
Value ($000) $65 Shares 44 Est. Cost $64.05 Unrealized +18.2%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $63 Shares 1,297 Est. Cost $38.90 Unrealized +9.4%
EA ELECTRONIC ARTS INCORPORATED 0.0%
Value ($000) $62 Shares 475 Est. Cost $102.32 Unrealized +29.5%
BA BOEING COMPANY 0.0%
Value ($000) $60 Shares 361 Est. Cost $351.04 Unrealized -51.5%
DOW DOW INCORPORATED 0.0%
Value ($000) $59 Shares 1,257 Est. Cost $34.39 Unrealized -2.6%
ETN EATON CORPORATION PLC SHS 0.0%
Value ($000) $57 Shares 558 Est. Cost $79.72 Unrealized +11.9%
LVMUY LVMH MOET HENNESSY LOU VUITTON ADR 0.0%
Value ($000) $56 Shares 602 Est. Cost $75.00 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $55 Shares 468 Est. Cost $59.96 Unrealized -13.9%
CSX CSX CORPORATION 0.0%
Value ($000) $54 Shares 692 Est. Cost $21.78 Unrealized +5.4%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $53 Shares 306 Est. Cost $154.10 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $51 Shares 353 Est. Cost $128.44 Unrealized -2.8%
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $50 Shares 195 Est. Cost $182.69 Unrealized +14.7%
UNH UNITEDHEALTH GROUP INCORPORATED 0.0%
Value ($000) $47 Shares 150 Est. Cost $236.60 Unrealized +18.9%
NTRS NORTHERN TR CORPORATION 0.0%
Value ($000) $46 Shares 594 Est. Cost $84.53 Unrealized -19.6%
ABBV ABBVIE INCORPORATED 0.0%
Value ($000) $45 Shares 514 Est. Cost $64.86 Unrealized +17.6%
URI UNITED RENTALS INCORPORATED 0.0%
Value ($000) $44 Shares 250 Est. Cost $140.67 Unrealized +15.7%
AXP AMERICAN EXPRESS COMPANY 0.0%
Value ($000) $39 Shares 389 Est. Cost $110.13 Unrealized -16.6%
XYZ SQUARE INCORPORATED CLASS A 0.0%
Value ($000) $38 Shares 235 Est. Cost $63.90 Unrealized +121.0%
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $37 Shares 432 Est. Cost $74.48 Unrealized -4.9%
CHDN CHURCHILL DOWNS INCORPORATED 0.0%
Value ($000) $36 Shares 220 Est. Cost $63.64 Unrealized +19.5%
BF/A BROWN FORMAN CORPORATION CLASS A 0.0%
Value ($000) $34 Shares 495 Est. Cost $54.94 Unrealized +7.1%
DCI DONALDSON INCORPORATED 0.0%
Value ($000) $34 Shares 742 Est. Cost $49.30 Unrealized -9.4%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $34 Shares 420 Est. Cost $76.92 Unrealized
KMB KIMBERLY CLARK CORPORATION 0.0%
Value ($000) $33 Shares 226 Est. Cost $108.78 Unrealized +13.5%
EMR EMERSON ELEC COMPANY 0.0%
Value ($000) $33 Shares 510 Est. Cost $62.82 Unrealized -6.4%
GOHEALTH INCORPORATED COM CLASS A 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $13.20 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $33 Shares 1,116 Est. Cost $24.75 Unrealized -11.1%
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $32 Shares 584 Est. Cost $24.51 Unrealized -14.0%
FBIN FORTUNE BRANDS HOME & SEC INCORPORATED 0.0%
Value ($000) $29 Shares 333 Est. Cost $47.96 Unrealized +28.6%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $27 Shares 2,977 Est. Cost $10.84 Unrealized -32.9%
DOV DOVER CORPORATION 0.0%
Value ($000) $26 Shares 236 Est. Cost $98.38 Unrealized +1.4%
FDX FEDEX CORPORATION 0.0%
Value ($000) $26 Shares 101 Est. Cost $137.51 Unrealized +31.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $25 Shares 760 Est. Cost $46.99 Unrealized -33.6%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $24 Shares 1,494 Est. Cost $27.14 Unrealized
XLV SPDR HEALTH CARE SELECT SECTOR FUND 0.0%
Value ($000) $24 Shares 231 Est. Cost $101.32 Unrealized
BAX BAXTER INTERNATIONAL INCORPORATED 0.0%
Value ($000) $23 Shares 282 Est. Cost $73.38 Unrealized +2.5%
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.0%
Value ($000) $22 Shares 74 Est. Cost $205.81 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $20 Shares 305 Est. Cost $55.92 Unrealized
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value ($000) $20 Shares 101 Est. Cost $187.49 Unrealized -4.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $20 Shares 243 Est. Cost $66.48 Unrealized +5.0%
PSX PHILLIPS 66 0.0%
Value ($000) $20 Shares 392 Est. Cost $86.16 Unrealized -43.1%
WSC WILLSCOT MOBIL MINI HLDNG CORPORATION COM CLASS A 0.0%
Value ($000) $19 Shares 1,143 Est. Cost $15.98 Unrealized 0.0%
F FORD MTR COMPANY DEL 0.0%
Value ($000) $18 Shares 2,631 Est. Cost $6.68 Unrealized -23.1%
MDXG MIMEDX GROUP INCORPORATED 0.0%
Value ($000) $17 Shares 2,712 Est. Cost $6.07 Unrealized -0.1%
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $16 Shares 165 Est. Cost $94.20 Unrealized -13.2%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $16 Shares 112 Est. Cost $125.00 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $15 Shares 110 Est. Cost $165.14 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $15 Shares 213 Est. Cost $75.83 Unrealized
USPH U S PHYSICAL THERAPY INCORPORATED 0.0%
Value ($000) $13 Shares 150 Est. Cost $72.94 Unrealized +18.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $13 Shares 166 Est. Cost $78.79 Unrealized
TWLO TWILIO INCORPORATED CLASS A 0.0%
Value ($000) $12 Shares 50 Est. Cost $102.13 Unrealized +141.4%
LUV SOUTHWEST AIRLS COMPANY 0.0%
Value ($000) $11 Shares 290 Est. Cost $33.06 Unrealized 0.0%
ED CONSOLIDATED EDISON INCORPORATED 0.0%
Value ($000) $11 Shares 138 Est. Cost $71.77 Unrealized -15.3%
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.0%
Value ($000) $11 Shares 256 Est. Cost $34.45 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $11 Shares 274 Est. Cost $44.01 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $11 Shares 218 Est. Cost $70.09 Unrealized
IMCV ISHARES TR MRGSTR MD CP VAL 0.0%
Value ($000) $10 Shares 79 Est. Cost $167.46 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $10 Shares 130 Est. Cost $60.00 Unrealized -1.9%
TIFFANY & COMPANY NEW 0.0%
Value ($000) $10 Shares 86 Est. Cost $129.26 Unrealized
SYBT STOCK YDS BANCORP INCORPORATED 0.0%
Value ($000) $9 Shares 278 Est. Cost $39.70 Unrealized +0.6%
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value ($000) $9 Shares 36 Est. Cost $243.24 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $9 Shares 332 Est. Cost $27.19 Unrealized
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $9 Shares 323 Est. Cost $24.50 Unrealized +8.1%
GLW CORNING INCORPORATED 0.0%
Value ($000) $8 Shares 243 Est. Cost $24.43 Unrealized +9.1%
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED 0.0%
Value ($000) $8 Shares 71 Est. Cost $95.06 Unrealized +11.1%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $7 Shares 108 Est. Cost $32.71 Unrealized +68.5%
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.0%
Value ($000) $7 Shares 115 Est. Cost $54.61 Unrealized -1.7%
META FACEBOOK INCORPORATED CLASS A 0.0%
Value ($000) $7 Shares 25 Est. Cost $192.35 Unrealized +33.1%
AMAT APPLIED MATLS INCORPORATED 0.0%
Value ($000) $6 Shares 102 Est. Cost $53.00 Unrealized +11.1%
GD GENERAL DYNAMICS CORPORATION 0.0%
Value ($000) $6 Shares 45 Est. Cost $155.32 Unrealized -15.6%
VARIAN MED SYSTEMS INCORPORATED 0.0%
Value ($000) $6 Shares 35 Est. Cost $142.86 Unrealized
TJX TJX COMPANIES INCORPORATED NEW 0.0%
Value ($000) $6 Shares 109 Est. Cost $54.60 Unrealized -8.3%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $6 Shares 185 Est. Cost $32.61 Unrealized
ISCG ISHARES TR MRGSTR SM CP GR 0.0%
Value ($000) $5 Shares 22 Est. Cost $227.27 Unrealized
CRON CRONOS GROUP INCORPORATED 0.0%
Value ($000) $5 Shares 1,095 Est. Cost $6.65 Unrealized -12.0%
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $5 Shares 209 Est. Cost $44.60 Unrealized -51.1%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $5 Shares 47 Est. Cost $127.66 Unrealized
KODK EASTMAN KODAK COMPANY COM NEW 0.0%
Value ($000) $4 Shares 420 Est. Cost $7.81 Unrealized 0.0%
DLTR DOLLAR TREE INCORPORATED 0.0%
Value ($000) $4 Shares 40 Est. Cost $104.97 Unrealized -10.4%
CANOPY GROWTH CORPORATION 0.0%
Value ($000) $4 Shares 245 Est. Cost $16.33 Unrealized
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
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $3 Shares 1,441 Est. Cost $4.16 Unrealized
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $3 Shares 23 Est. Cost $75.30 Unrealized +22.6%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $3 Shares 53 Est. Cost $55.25 Unrealized -5.2%
TOTAL SE SPONSORED ADS 0.0%
Value ($000) $3 Shares 91 Est. Cost $56.53 Unrealized
NVGS NAVIGATOR HOLDINGS LIMITED SHS 0.0%
Value ($000) $2 Shares 200 Est. Cost $11.44 Unrealized -29.8%
CNX CNX RESOURCES CORPORATION 0.0%
Value ($000) $2 Shares 206 Est. Cost $7.80 Unrealized +30.7%
AURORA CANNABIS INCORPORATED 0.0%
Value ($000) $1 Shares 109 Est. Cost $9.17 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
IFGL ISHARES TR INTL DEV RE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
INTK INDUSTRIAL NANOTECH INCORPORATED 0.0%
Value ($000) $0 Shares 28,498 Est. Cost $0.00 Unrealized +63.7%
CONSOL ENERGY INCORPORATED DISC COML PA 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
INVO BIOSCIENCE INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TILRAY INCORPORATED COM CLASS 2 0.0%
Value ($000) $0 Shares 90 Est. Cost $11.11 Unrealized
TRANSENTERIX INCORPORATED 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
SWINGPLANE VENTURES INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 875 Est. Cost Unrealized