Ellevest, Inc. Diversified Active

CIK: 0001644128 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 1, 2019

Total Value ($000): $209,883 (100.0% shares, 0.0% debt)

Holdings (348)

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 28.8%
Value ($000) $60,415 Shares 426,473 Est. Cost $129.40 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 14.9%
Value ($000) $31,268 Shares 119,747 Est. Cost $37.03 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 7.5%
Value ($000) $15,638 Shares 6,777 Est. Cost $51.05 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 7.4%
Value ($000) $15,517 Shares 78,340 Est. Cost $38.15 Unrealized
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 4.4%
Value ($000) $9,244 Shares 4,217 Est. Cost $48.08 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 3.7%
Value ($000) $7,667 Shares 320,976 Est. Cost $32.28 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 3.6%
Value ($000) $7,543 Shares 172,226 Est. Cost $58.82 Unrealized
VO VANGUARD MID-CAP INDEX FUND 3.2%
Value ($000) $6,743 Shares 66,003 Est. Cost $120.24 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 2.3%
Value ($000) $4,913 Shares 221,062 Est. Cost $26.20 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.1%
Value ($000) $4,498 Shares 49,988 Est. Cost $108.58 Unrealized
VTV VANGUARD VALUE INDEX FUND 2.1%
Value ($000) $4,311 Shares 34,345 Est. Cost $98.64 Unrealized
HYD VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 1.5%
Value ($000) $3,197 Shares 31,979 Est. Cost $61.16 Unrealized
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 1.5%
Value ($000) $3,066 Shares 157,019 Est. Cost $27.26 Unrealized
META FACEBOOK INC CL A 1.3%
Value ($000) $2,777 Shares 16,661 Est. Cost $143.86 Unrealized +9.8%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 1.3%
Value ($000) $2,740 Shares 123,650 Est. Cost $35.14 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 1.1%
Value ($000) $2,342 Shares 49,684 Est. Cost $63.94 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 1.0%
Value ($000) $2,186 Shares 39,748 Est. Cost $74.15 Unrealized
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.9%
Value ($000) $1,844 Shares 49,227 Est. Cost $34.11 Unrealized
SPY SPDR S&P 500 ETF 0.9%
Value ($000) $1,831 Shares 6,483 Est. Cost $249.87 Unrealized
EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.8%
Value ($000) $1,659 Shares 22,709 Est. Cost $33.00 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.8%
Value ($000) $1,600 Shares 4,570 Est. Cost $74.39 Unrealized
AAPL APPLE INC COM 0.6%
Value ($000) $1,342 Shares 7,065 Est. Cost $46.01 Unrealized -12.1%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.6%
Value ($000) $1,211 Shares 22,817 Est. Cost $72.29 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.5%
Value ($000) $1,057 Shares 5,278 Est. Cost $52.34 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.4%
Value ($000) $934 Shares 42,624 Est. Cost $31.79 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $584 Shares 4,952 Est. Cost $100.00 Unrealized +2.3%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $567 Shares 483 Est. Cost $53.26 Unrealized +4.6%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $517 Shares 3,284 Est. Cost $138.55 Unrealized
ISHARES MSCI FRONTIER 100 FUND 0.2%
Value ($000) $416 Shares 14,627 Est. Cost $26.22 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $358 Shares 4,642 Est. Cost $76.05 Unrealized
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.2%
Value ($000) $358 Shares 5,252 Est. Cost $60.93 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $351 Shares 6,714 Est. Cost $46.92 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $318 Shares 2,078 Est. Cost $133.93 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $301 Shares 169 Est. Cost $83.14 Unrealized +0.1%
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $291 Shares 2,429 Est. Cost $119.80 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $284 Shares 1,874 Est. Cost $130.58 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $270 Shares 229 Est. Cost $53.64 Unrealized +4.5%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $248 Shares 3,476 Est. Cost $58.13 Unrealized +4.3%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $245 Shares 815 Est. Cost $249.18 Unrealized -2.2%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $241 Shares 20,422 Est. Cost $81.26 Unrealized +1.0%
PFE PFIZER INC COM 0.1%
Value ($000) $239 Shares 11,939 Est. Cost $29.62 Unrealized -1.3%
INTC INTEL CORP COM 0.1%
Value ($000) $238 Shares 4,429 Est. Cost $40.19 Unrealized +9.0%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $235 Shares 3,976 Est. Cost $38.62 Unrealized +0.8%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $228 Shares 2,055 Est. Cost $108.94 Unrealized -1.0%
MRK MERCK & CO INC COM 0.1%
Value ($000) $223 Shares 2,677 Est. Cost $56.50 Unrealized +6.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $216 Shares 5,032 Est. Cost $42.93 Unrealized
EFAX SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF 0.1%
Value ($000) $201 Shares 3,029 Est. Cost $60.42 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $198 Shares 37,396 Est. Cost $154.46 Unrealized +0.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $195 Shares 3,003 Est. Cost $58.94 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $190 Shares 1,422 Est. Cost $133.61 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $187 Shares 1,919 Est. Cost $28.78 Unrealized +1.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $177 Shares 1,431 Est. Cost $111.05 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $171 Shares 812 Est. Cost $168.43 Unrealized +8.4%
DE DEERE & CO COM 0.1%
Value ($000) $146 Shares 915 Est. Cost $131.78 Unrealized +9.7%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $146 Shares 1,181 Est. Cost $86.40 Unrealized +5.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $132 Shares 4,226 Est. Cost $31.24 Unrealized
CSL CARLISLE COS INC COM 0.1%
Value ($000) $132 Shares 1,075 Est. Cost $94.22 Unrealized +12.6%
MMM 3M CO COM 0.1%
Value ($000) $130 Shares 625 Est. Cost $128.81 Unrealized +1.8%
XMMO INVESCO RUSSELL MIDCAP PURE GROWTH ETF 0.1%
Value ($000) $129 Shares 2,272 Est. Cost $44.89 Unrealized
DOWDUPONT INC COM 0.1%
Value ($000) $127 Shares 2,392 Est. Cost $53.51 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $126 Shares 1,951 Est. Cost $56.89 Unrealized
AON PLC SHS CL A 0.1%
Value ($000) $122 Shares 713 Est. Cost $145.86 Unrealized
CELGENE CORP COM 0.1%
Value ($000) $118 Shares 1,250 Est. Cost $64.00 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $114 Shares 1,680 Est. Cost $60.12 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $112 Shares 900 Est. Cost $124.44 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $111 Shares 2,112 Est. Cost $46.88 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $97 Shares 42,987 Est. Cost $110.42 Unrealized -0.1%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $86 Shares 550 Est. Cost $134.06 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $85 Shares 1,015 Est. Cost $66.01 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $82 Shares 591 Est. Cost $138.75 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $80 Shares 1,712 Est. Cost $38.33 Unrealized -1.5%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $79 Shares 1,468 Est. Cost $46.32 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $74 Shares 413 Est. Cost $154.96 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $74 Shares 1,368 Est. Cost $37.36 Unrealized +5.8%
TGT TARGET CORP COM 0.0%
Value ($000) $67 Shares 830 Est. Cost $63.29 Unrealized -4.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $66 Shares 944 Est. Cost $63.31 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $64 Shares 1,759 Est. Cost $20.25 Unrealized +13.1%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $64 Shares 1,150 Est. Cost $47.54 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $64 Shares 352 Est. Cost $141.79 Unrealized +9.3%
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $61 Shares 1,860 Est. Cost $30.11 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $60 Shares 242 Est. Cost $234.68 Unrealized -3.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $60 Shares 1,251 Est. Cost $38.28 Unrealized -1.8%
ABT ABBOTT LABS COM 0.0%
Value ($000) $60 Shares 748 Est. Cost $62.66 Unrealized +5.5%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $59 Shares 32,894 Est. Cost $198.38 Unrealized -0.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $57 Shares 654 Est. Cost $74.92 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $57 Shares 4,564 Est. Cost $12.40 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $55 Shares 210 Est. Cost $261.90 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $54 Shares 346 Est. Cost $131.41 Unrealized +4.5%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $54 Shares 287 Est. Cost $167.25 Unrealized
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $54 Shares 600 Est. Cost $43.34 Unrealized +0.6%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $52 Shares 267 Est. Cost $37.87 Unrealized +1.9%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $50 Shares 875 Est. Cost $33.13 Unrealized -10.3%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $48 Shares 14,040 Est. Cost $7.76 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $48 Shares 390 Est. Cost $85.03 Unrealized +2.9%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $46 Shares 900 Est. Cost $42.16 Unrealized +2.2%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $45 Shares 529 Est. Cost $64.67 Unrealized +6.8%
COHEN & STEERS REIT & PFD INCM COM 0.0%
Value ($000) $45 Shares 2,192 Est. Cost $17.79 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $44 Shares 276 Est. Cost $122.27 Unrealized +2.6%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $44 Shares 600 Est. Cost $57.22 Unrealized +2.2%
DBX DROPBOX INC CL A 0.0%
Value ($000) $40 Shares 1,812 Est. Cost $23.28 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $39 Shares 485 Est. Cost $63.01 Unrealized -3.2%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $39 Shares 155 Est. Cost $208.19 Unrealized +2.2%
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.0%
Value ($000) $39 Shares 657 Est. Cost $56.32 Unrealized
T AT&T INC COM 0.0%
Value ($000) $38 Shares 1,203 Est. Cost $14.03 Unrealized +0.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $36 Shares 181 Est. Cost $207.67 Unrealized -2.8%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $36 Shares 504 Est. Cost $67.46 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $36 Shares 200 Est. Cost $185.88 Unrealized -16.2%
GLW CORNING INC COM 0.0%
Value ($000) $35 Shares 1,070 Est. Cost $26.17 Unrealized +3.4%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $35 Shares 210 Est. Cost $147.62 Unrealized
INVESCO BULLETSHARES 2019 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,378 Est. Cost $23.95 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $33 Shares 92 Est. Cost $30.70 Unrealized +12.9%
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,347 Est. Cost $23.76 Unrealized
INVESCO BULLETSHARES 2020 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,374 Est. Cost $23.29 Unrealized
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,329 Est. Cost $23.33 Unrealized
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,375 Est. Cost $22.55 Unrealized
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,342 Est. Cost $23.10 Unrealized
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,277 Est. Cost $24.28 Unrealized
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,358 Est. Cost $23.56 Unrealized
ALTABA INC COM 0.0%
Value ($000) $31 Shares 413 Est. Cost $58.11 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $31 Shares 9,632 Est. Cost $45.50 Unrealized -0.1%
BUCKEYE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $31 Shares 924 Est. Cost $33.55 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $30 Shares 759 Est. Cost $30.74 Unrealized +2.6%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $30 Shares 460 Est. Cost $60.87 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $30 Shares 1,018 Est. Cost $24.56 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $30 Shares 293 Est. Cost $85.34 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $29 Shares 339 Est. Cost $76.70 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $29 Shares 150 Est. Cost $133.20 Unrealized +9.3%
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $28 Shares 4,245 Est. Cost $2.79 Unrealized +1.3%
HD HOME DEPOT INC COM 0.0%
Value ($000) $28 Shares 148 Est. Cost $154.70 Unrealized 0.0%
ARRAY BIOPHARMA INC COM 0.0%
Value ($000) $27 Shares 1,101 Est. Cost $14.53 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $27 Shares 500 Est. Cost $43.16 Unrealized +6.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $27 Shares 332 Est. Cost $60.45 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $27 Shares 240 Est. Cost $81.78 Unrealized -1.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $27 Shares 335 Est. Cost $58.95 Unrealized +8.7%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $27 Shares 506 Est. Cost $42.10 Unrealized +2.5%
PEP PEPSICO INC COM 0.0%
Value ($000) $26 Shares 211 Est. Cost $91.19 Unrealized +1.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $26 Shares 248 Est. Cost $83.10 Unrealized +13.7%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $25 Shares 243 Est. Cost $102.88 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $25 Shares 223 Est. Cost $112.11 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $25 Shares 1,528 Est. Cost $16.36 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $24 Shares 295 Est. Cost $74.58 Unrealized
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $24 Shares 1,030 Est. Cost $17.41 Unrealized -8.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $23 Shares 89 Est. Cost $235.96 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $22 Shares 450 Est. Cost $35.78 Unrealized +8.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $22 Shares 186 Est. Cost $118.28 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $20 Shares 380 Est. Cost $47.37 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $20 Shares 254 Est. Cost $59.63 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $20 Shares 125 Est. Cost $117.71 Unrealized +2.9%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $18 Shares 136 Est. Cost $110.29 Unrealized
FMC F M C CORP COM NEW 0.0%
Value ($000) $18 Shares 239 Est. Cost $57.42 Unrealized +5.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $152.08 Unrealized -5.5%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $17 Shares 140 Est. Cost $121.43 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $17 Shares 108 Est. Cost $143.56 Unrealized +6.7%
MA MASTERCARD INC CL A 0.0%
Value ($000) $17 Shares 72 Est. Cost $190.92 Unrealized +8.5%
HPQ HP INC COM 0.0%
Value ($000) $17 Shares 870 Est. Cost $18.24 Unrealized -8.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 396 Est. Cost $37.88 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $17 Shares 249 Est. Cost $53.41 Unrealized -0.8%
CC CHEMOURS CO COM 0.0%
Value ($000) $16 Shares 431 Est. Cost $23.90 Unrealized +14.3%
BLACKROCK INC COM 0.0%
Value ($000) $16 Shares 37 Est. Cost $432.43 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $16 Shares 42 Est. Cost $334.97 Unrealized +12.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $16 Shares 148 Est. Cost $88.44 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $16 Shares 82 Est. Cost $137.96 Unrealized +5.8%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $15 Shares 120 Est. Cost $108.33 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $15 Shares 133 Est. Cost $96.77 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 303 Est. Cost $46.20 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $57.00 Unrealized -1.7%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $13 Shares 11,303 Est. Cost $49.60 Unrealized -0.3%
ADBE ADOBE INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $241.40 Unrealized +4.4%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $13 Shares 67 Est. Cost $164.18 Unrealized
DOX AMDOCS LTD SHS 0.0%
Value ($000) $13 Shares 235 Est. Cost $54.05 Unrealized -9.9%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $12 Shares 89 Est. Cost $101.37 Unrealized +9.4%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 599 Est. Cost $18.64 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $12 Shares 800 Est. Cost $11.92 Unrealized +3.7%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 591 Est. Cost $18.90 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 564 Est. Cost $19.84 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 562 Est. Cost $19.93 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 547 Est. Cost $20.56 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 549 Est. Cost $20.46 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 569 Est. Cost $19.66 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 560 Est. Cost $20.03 Unrealized
PROVIDENCE SVC CORP COM 0.0%
Value ($000) $12 Shares 180 Est. Cost $61.11 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $12 Shares 230 Est. Cost $51.09 Unrealized -8.4%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $12 Shares 203 Est. Cost $12.40 Unrealized -9.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $12 Shares 101 Est. Cost $108.91 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $230.26 Unrealized +6.1%
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 540 Est. Cost $20.36 Unrealized
INOVALON HLDGS INC COM CL A 0.0%
Value ($000) $11 Shares 875 Est. Cost $13.71 Unrealized
INVESCO BULLETSHARES 2019 CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 540 Est. Cost $20.40 Unrealized
SCHL SCHOLASTIC CORP COM 0.0%
Value ($000) $11 Shares 270 Est. Cost $36.92 Unrealized -4.7%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $11 Shares 392 Est. Cost $16.76 Unrealized +8.9%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $73.27 Unrealized -1.8%
EOG EOG RES INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $80.67 Unrealized -10.8%
JBTM JOHN BEAN TECHNOLOGIES CORP COM 0.0%
Value ($000) $10 Shares 111 Est. Cost $86.33 Unrealized -4.6%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 72 Est. Cost $125.00 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $9 Shares 68 Est. Cost $115.58 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $9 Shares 86 Est. Cost $87.01 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $9 Shares 110 Est. Cost $67.52 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $9 Shares 269 Est. Cost $33.29 Unrealized -12.6%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $9 Shares 431 Est. Cost $12.50 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $8 Shares 44 Est. Cost $150.47 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $8 Shares 41 Est. Cost $154.67 Unrealized 0.0%
ATI ALLEGHENY TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 295 Est. Cost $25.93 Unrealized +1.6%
TMUS T MOBILE US INC COM 0.0%
Value ($000) $8 Shares 115 Est. Cost $67.59 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $8 Shares 111 Est. Cost $59.10 Unrealized +0.3%
EBAY EBAY INC COM 0.0%
Value ($000) $8 Shares 205 Est. Cost $26.17 Unrealized +18.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $8 Shares 92 Est. Cost $66.91 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $8 Shares 256 Est. Cost $23.10 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $8 Shares 159 Est. Cost $37.42 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $7 Shares 126 Est. Cost $24.16 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.74 Unrealized +1.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $7 Shares 158 Est. Cost $34.90 Unrealized 0.0%
AMERIGAS PARTNERS L P UNIT L P INT 0.0%
Value ($000) $7 Shares 240 Est. Cost $25.00 Unrealized
SYMANTEC CORP COM 0.0%
Value ($000) $7 Shares 315 Est. Cost $19.05 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $54.99 Unrealized 0.0%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $6 Shares 146 Est. Cost $52.39 Unrealized -14.5%
SPRINT CORPORATION COM 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
TD AMERITRADE HLDG CORP COM 0.0%
Value ($000) $6 Shares 121 Est. Cost $49.59 Unrealized
BKR BAKER HUGHES A GE CO CL A 0.0%
Value ($000) $6 Shares 213 Est. Cost $20.78 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $6 Shares 101 Est. Cost $49.50 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $6 Shares 120 Est. Cost $41.67 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $6 Shares 95 Est. Cost $50.86 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $6 Shares 81 Est. Cost $53.98 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $6 Shares 53 Est. Cost $98.17 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $76.73 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $198.51 Unrealized +11.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $6 Shares 43 Est. Cost $115.50 Unrealized +1.3%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $6 Shares 47 Est. Cost $111.57 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $6 Shares 105 Est. Cost $50.70 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $6 Shares 93 Est. Cost $56.47 Unrealized 0.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $250.16 Unrealized +5.4%
L3 TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $227.27 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $22.76 Unrealized +6.3%
AQUA AMERICA INC COM 0.0%
Value ($000) $5 Shares 140 Est. Cost $35.71 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $41.63 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $254.69 Unrealized +18.3%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 58 Est. Cost $62.40 Unrealized 0.0%
THOMSON REUTERS CORP COM NEW 0.0%
Value ($000) $5 Shares 90 Est. Cost $44.44 Unrealized
VARIAN MED SYS INC COM 0.0%
Value ($000) $5 Shares 37 Est. Cost $135.14 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $5 Shares 91 Est. Cost $43.70 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $5 Shares 528 Est. Cost $9.47 Unrealized
AES AES CORP COM 0.0%
Value ($000) $5 Shares 295 Est. Cost $13.17 Unrealized 0.0%
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $5 Shares 58 Est. Cost $58.70 Unrealized 0.0%
PPC PILGRIMS PRIDE CORP NEW COM 0.0%
Value ($000) $5 Shares 205 Est. Cost $19.62 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $67.77 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $173.27 Unrealized +6.6%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $4 Shares 68 Est. Cost $66.27 Unrealized -7.2%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $4 Shares 68 Est. Cost $46.39 Unrealized 0.0%
IBN ICICI BK LTD ADR 0.0%
Value ($000) $4 Shares 312 Est. Cost $9.62 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $177.65 Unrealized 0.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $72.96 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $309.79 Unrealized -5.9%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $126.05 Unrealized +0.3%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $270.51 Unrealized +0.4%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $74.32 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $198.07 Unrealized 0.0%
VVV VALVOLINE INC COM 0.0%
Value ($000) $4 Shares 231 Est. Cost $19.80 Unrealized 0.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $801.55 Unrealized +12.0%
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $43.79 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $131.38 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $3 Shares 77 Est. Cost $36.27 Unrealized +5.3%
TOTAL SYS SVCS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.67 Unrealized
BEACON ROOFING SUPPLY INC COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $36.59 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $3 Shares 26 Est. Cost $115.38 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $135.07 Unrealized +10.7%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $95.86 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $3 Shares 84 Est. Cost $24.41 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $55.66 Unrealized -0.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $50.60 Unrealized +12.8%
EMN EASTMAN CHEMICAL CO COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $62.11 Unrealized 0.0%
DORM DORMAN PRODUCTS INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $86.94 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $98.63 Unrealized +7.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $85.00 Unrealized +1.1%
ABM ABM INDS INC COM 0.0%
Value ($000) $3 Shares 73 Est. Cost $30.23 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $3 Shares 38 Est. Cost $68.15 Unrealized +10.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $3 Shares 6 Est. Cost $169.46 Unrealized +4.9%
LIVENT CORP COM 0.0%
Value ($000) $3 Shares 223 Est. Cost $13.45 Unrealized
NWE NORTHWESTERN CORP COM NEW 0.0%
Value ($000) $3 Shares 44 Est. Cost $48.59 Unrealized 0.0%
ICUI ICU MED INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $239.79 Unrealized 0.0%
OII OCEANEERING INTL INC COM 0.0%
Value ($000) $2 Shares 118 Est. Cost $15.49 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $205.02 Unrealized +0.7%
NWN NORTHWEST NAT HLDG CO COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $62.69 Unrealized 0.0%
NJR NEW JERSEY RES COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $37.16 Unrealized 0.0%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $21.00 Unrealized 0.0%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $69.51 Unrealized 0.0%
GULFPORT ENERGY CORP COM NEW 0.0%
Value ($000) $2 Shares 199 Est. Cost $10.05 Unrealized
PK PARK HOTELS RESORTS INC COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.50 Unrealized +2.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $41.63 Unrealized +8.9%
CCOI COGENT COMMUNICATIONS HLDGS IN COM NEW 0.0%
Value ($000) $2 Shares 39 Est. Cost $34.25 Unrealized 0.0%
SCL STEPAN CO COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $86.75 Unrealized 0.0%
CLW CLEARWATER PAPER CORP COM 0.0%
Value ($000) $2 Shares 87 Est. Cost $28.77 Unrealized 0.0%
SWX SOUTHWEST GAS HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $79.96 Unrealized 0.0%
LOCO EL POLLO LOCO HLDGS INC COM 0.0%
Value ($000) $2 Shares 137 Est. Cost $15.09 Unrealized 0.0%
RED HAT INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
SMTC SEMTECH CORP COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $51.64 Unrealized 0.0%
FUL FULLER H B CO COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $43.78 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $52.48 Unrealized +5.7%
SANM SANMINA CORPORATION COM 0.0%
Value ($000) $2 Shares 82 Est. Cost $29.47 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $271.14 Unrealized +7.5%
RLI RLI CORP COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $27.51 Unrealized 0.0%
WPX ENERGY INC COM 0.0%
Value ($000) $2 Shares 130 Est. Cost $7.69 Unrealized
YELP YELP INC CL A 0.0%
Value ($000) $2 Shares 65 Est. Cost $36.16 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $78.40 Unrealized +6.5%
PETS PETMED EXPRESS INC COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $22.55 Unrealized 0.0%
FIBK FIRST INTST BANCSYSTEM INC COM CL A 0.0%
Value ($000) $2 Shares 43 Est. Cost $27.43 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $84.34 Unrealized +1.6%
PERSPECTA INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
SEMGROUP CORP CL A 0.0%
Value ($000) $1 Shares 97 Est. Cost $10.31 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.67 Unrealized +14.4%
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $31.72 Unrealized +10.8%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $147.00 Unrealized -3.3%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $100.35 Unrealized -3.3%
PSO PEARSON PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.00 Unrealized
VYX NCR CORP NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $15.70 Unrealized +5.5%
HGV HILTON GRAND VACATIONS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $30.64 Unrealized 0.0%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $1 Shares 49 Est. Cost $11.87 Unrealized -1.5%
M MACYS INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $32.92 Unrealized -23.3%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.07 Unrealized +8.9%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $120.36 Unrealized 0.0%
KSS KOHLS CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $70.18 Unrealized -3.3%
NTAP NETAPP INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $59.04 Unrealized -9.6%
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $297.93 Unrealized -8.9%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $31.91 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $62.26 Unrealized -2.5%
IGOV ISHARES S&P/CITIGROUP INTERNATIONAL TREASURY BOND FUND EX-US 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
CME CME GROUP INC COM CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.24 Unrealized -3.0%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $76.92 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.58 Unrealized +22.8%
TWITTER INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $48.78 Unrealized 0.0%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.24 Unrealized -1.1%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
URBN URBAN OUTFITTERS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $37.39 Unrealized -17.6%
VANECK VECTORS UNCONVENTIONAL OIL & GAS ETF 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.27 Unrealized -8.9%
TRIUMPH GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $21.35 Unrealized +6.9%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.34 Unrealized +3.8%
WINDSTREAM HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $13.59 Unrealized +10.9%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $141.68 Unrealized +28.4%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
FNDX FNDX 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized