Ellevest, Inc. Diversified Active

CIK: 0001644128 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 8, 2019

Total Value ($000): $285,546 (100.0% shares, 0.0% debt)

Holdings (588)

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 27.4%
Value ($000) $78,139 Shares 517,479 Est. Cost $133.12 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 15.3%
Value ($000) $43,554 Shares 1,060,208 Est. Cost $42.99 Unrealized
MUB ISHARES S&P NATIONAL MUNICIPAL BOND FUND 7.7%
Value ($000) $22,023 Shares 193,017 Est. Cost $185.62 Unrealized
VWO VANGUARD EMERGING MARKETS INDEX FUND 7.1%
Value ($000) $20,353 Shares 505,552 Est. Cost $42.69 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 4.7%
Value ($000) $13,409 Shares 125,866 Est. Cost $170.84 Unrealized
VTV VANGUARD VALUE INDEX FUND 3.8%
Value ($000) $10,932 Shares 97,937 Est. Cost $110.10 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 3.8%
Value ($000) $10,730 Shares 167,337 Est. Cost $32.17 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 3.7%
Value ($000) $10,588 Shares 125,401 Est. Cost $58.82 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 2.3%
Value ($000) $6,680 Shares 205,356 Est. Cost $26.18 Unrealized
VO VANGUARD MID-CAP INDEX FUND 2.3%
Value ($000) $6,571 Shares 39,208 Est. Cost $120.24 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.3%
Value ($000) $6,561 Shares 42,632 Est. Cost $108.58 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 1.5%
Value ($000) $4,386 Shares 35,486 Est. Cost $189.40 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 1.4%
Value ($000) $3,957 Shares 35,016 Est. Cost $63.94 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 1.3%
Value ($000) $3,806 Shares 47,103 Est. Cost $35.14 Unrealized
HYD VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 1.2%
Value ($000) $3,315 Shares 51,448 Est. Cost $63.61 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 1.1%
Value ($000) $3,191 Shares 24,767 Est. Cost $74.15 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.0%
Value ($000) $2,756 Shares 29,556 Est. Cost $91.38 Unrealized
AAPL APPLE INC COM 0.9%
Value ($000) $2,562 Shares 11,441 Est. Cost $47.23 Unrealized +6.3%
EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.8%
Value ($000) $2,323 Shares 70,380 Est. Cost $37.20 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDE 0.8%
Value ($000) $2,286 Shares 39,016 Est. Cost $57.87 Unrealized
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $2,161 Shares 7,280 Est. Cost $254.73 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.6%
Value ($000) $1,722 Shares 15,832 Est. Cost $34.09 Unrealized
TTD THE TRADE DESK INC COM CL A 0.4%
Value ($000) $1,278 Shares 6,816 Est. Cost $23.80 Unrealized 0.0%
SCHP SCHWAB U.S. TIPS ETF 0.4%
Value ($000) $1,225 Shares 21,584 Est. Cost $31.79 Unrealized
META FACEBOOK INC CL A 0.4%
Value ($000) $1,191 Shares 6,687 Est. Cost $143.86 Unrealized +31.2%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.3%
Value ($000) $913 Shares 8,056 Est. Cost $71.85 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $661 Shares 4,757 Est. Cost $100.76 Unrealized +28.9%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $611 Shares 352 Est. Cost $88.32 Unrealized +5.0%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $567 Shares 3,449 Est. Cost $139.70 Unrealized
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $463 Shares 3,722 Est. Cost $82.25 Unrealized +22.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $434 Shares 7,920 Est. Cost $48.13 Unrealized
ISHARES MSCI FRONTIER 100 FUND 0.1%
Value ($000) $423 Shares 15,021 Est. Cost $26.31 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $409 Shares 5,248 Est. Cost $76.29 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $359 Shares 2,247 Est. Cost $140.84 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $358 Shares 2,219 Est. Cost $139.85 Unrealized +2.9%
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.1%
Value ($000) $345 Shares 6,994 Est. Cost $49.92 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $331 Shares 2,542 Est. Cost $112.72 Unrealized +19.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $316 Shares 4,850 Est. Cost $61.31 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $299 Shares 2,516 Est. Cost $29.36 Unrealized +17.4%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $291 Shares 238 Est. Cost $53.81 Unrealized +9.2%
MRK MERCK & CO INC COM 0.1%
Value ($000) $279 Shares 3,309 Est. Cost $57.73 Unrealized +13.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $273 Shares 2,128 Est. Cost $116.69 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $270 Shares 692 Est. Cost $249.18 Unrealized +27.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $262 Shares 1,731 Est. Cost $133.93 Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.1%
Value ($000) $260 Shares 1,317 Est. Cost $193.72 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $256 Shares 3,403 Est. Cost $58.13 Unrealized +20.8%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $235 Shares 1,094 Est. Cost $154.46 Unrealized +19.6%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $235 Shares 1,657 Est. Cost $90.88 Unrealized +20.7%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $235 Shares 3,894 Est. Cost $38.75 Unrealized +4.3%
INTC INTEL CORP COM 0.1%
Value ($000) $227 Shares 4,396 Est. Cost $40.22 Unrealized +7.0%
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $224 Shares 1,816 Est. Cost $119.80 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $210 Shares 172 Est. Cost $53.48 Unrealized +9.8%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $203 Shares 830 Est. Cost $169.08 Unrealized +40.2%
PFE PFIZER INC 0.1%
Value ($000) $194 Shares 5,415 Est. Cost $29.58 Unrealized -8.7%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $191 Shares 663 Est. Cost $198.83 Unrealized +28.9%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $184 Shares 1,135 Est. Cost $147.77 Unrealized -1.3%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $173 Shares 771 Est. Cost $225.87 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $168 Shares 3,243 Est. Cost $51.19 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $164 Shares 1,203 Est. Cost $129.83 Unrealized
BB&T CORP COM 0.1%
Value ($000) $160 Shares 3,000 Est. Cost $49.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $159 Shares 762 Est. Cost $206.92 Unrealized -0.4%
CSL CARLISLE COS INC COM 0.1%
Value ($000) $156 Shares 1,075 Est. Cost $94.22 Unrealized +37.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $154 Shares 4,842 Est. Cost $31.32 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $153 Shares 908 Est. Cost $131.78 Unrealized +10.8%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $142 Shares 886 Est. Cost $159.44 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $141 Shares 1,198 Est. Cost $90.43 Unrealized +5.1%
AON PLC SHS CL A 0.0%
Value ($000) $133 Shares 686 Est. Cost $146.42 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $131 Shares 1,951 Est. Cost $56.89 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $128 Shares 3,132 Est. Cost $42.93 Unrealized
CELGENE CORP COM 0.0%
Value ($000) $126 Shares 1,273 Est. Cost $64.63 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $122 Shares 645 Est. Cost $166.14 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $122 Shares 2,112 Est. Cost $46.88 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $117 Shares 439 Est. Cost $34.86 Unrealized -10.3%
V VISA INC COM CL A 0.0%
Value ($000) $114 Shares 664 Est. Cost $145.45 Unrealized +17.1%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $110 Shares 848 Est. Cost $110.53 Unrealized -0.5%
KO COCA COLA CO COM 0.0%
Value ($000) $107 Shares 1,957 Est. Cost $38.70 Unrealized +13.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $102 Shares 2,044 Est. Cost $44.05 Unrealized +2.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $98 Shares 1,992 Est. Cost $50.27 Unrealized
T AT&T INC COM 0.0%
Value ($000) $96 Shares 2,541 Est. Cost $14.83 Unrealized +14.7%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $94 Shares 987 Est. Cost $67.86 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $91 Shares 550 Est. Cost $134.06 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $90 Shares 844 Est. Cost $63.57 Unrealized +26.4%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $85 Shares 4,057 Est. Cost $20.44 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $85 Shares 3,856 Est. Cost $21.48 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $85 Shares 3,944 Est. Cost $21.23 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $84 Shares 3,959 Est. Cost $21.10 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $84 Shares 3,911 Est. Cost $21.21 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $84 Shares 4,127 Est. Cost $20.03 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $84 Shares 3,943 Est. Cost $21.02 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.0%
Value ($000) $84 Shares 3,940 Est. Cost $21.11 Unrealized
INVESCO BULLETSHARES 2019 CORPORATE BOND ETF 0.0%
Value ($000) $83 Shares 3,952 Est. Cost $20.96 Unrealized
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF 0.0%
Value ($000) $83 Shares 3,919 Est. Cost $21.09 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $83 Shares 1,499 Est. Cost $41.82 Unrealized +11.6%
MMM 3M CO COM 0.0%
Value ($000) $82 Shares 500 Est. Cost $127.14 Unrealized -13.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $82 Shares 1,468 Est. Cost $46.32 Unrealized
DGRS WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $81 Shares 2,278 Est. Cost $35.35 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $79 Shares 506 Est. Cost $127.49 Unrealized +2.1%
NKE NIKE INC CL B 0.0%
Value ($000) $77 Shares 822 Est. Cost $76.75 Unrealized +2.6%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $74 Shares 600 Est. Cost $43.34 Unrealized +35.9%
MCO MOODYS CORP COM 0.0%
Value ($000) $74 Shares 361 Est. Cost $143.21 Unrealized +38.8%
CSX CSX CORP COM 0.0%
Value ($000) $73 Shares 1,054 Est. Cost $23.53 Unrealized -9.3%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $73 Shares 266 Est. Cost $264.54 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $72 Shares 330 Est. Cost $229.68 Unrealized -5.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $71 Shares 1,278 Est. Cost $38.37 Unrealized +7.2%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $71 Shares 1,432 Est. Cost $39.27 Unrealized +9.0%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $68 Shares 962 Est. Cost $56.83 Unrealized -5.4%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $67 Shares 1,909 Est. Cost $20.63 Unrealized +9.8%
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $64 Shares 1,860 Est. Cost $30.11 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $63 Shares 863 Est. Cost $69.77 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $62 Shares 529 Est. Cost $64.67 Unrealized +44.1%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $61 Shares 654 Est. Cost $74.92 Unrealized
MGEE MGE ENERGY INC COM 0.0%
Value ($000) $60 Shares 750 Est. Cost $59.70 Unrealized +9.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $59 Shares 1,058 Est. Cost $45.65 Unrealized +9.7%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $55 Shares 287 Est. Cost $167.25 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $54 Shares 455 Est. Cost $112.28 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $54 Shares 431 Est. Cost $114.70 Unrealized -3.1%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $54 Shares 900 Est. Cost $42.16 Unrealized +20.7%
BA BOEING CO COM 0.0%
Value ($000) $53 Shares 140 Est. Cost $350.24 Unrealized +0.6%
ABT ABBOTT LABS COM 0.0%
Value ($000) $50 Shares 597 Est. Cost $63.16 Unrealized +20.5%
DOW DOW INC COM 0.0%
Value ($000) $50 Shares 1,040 Est. Cost $36.37 Unrealized -10.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $48 Shares 1,709 Est. Cost $27.66 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $47 Shares 600 Est. Cost $57.22 Unrealized +9.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $46 Shares 392 Est. Cost $85.27 Unrealized +7.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $45 Shares 700 Est. Cost $60.00 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $44 Shares 1,086 Est. Cost $32.22 Unrealized -14.3%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $42 Shares 255 Est. Cost $171.78 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $42 Shares 183 Est. Cost $160.32 Unrealized +16.7%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $41 Shares 240 Est. Cost $127.77 Unrealized +9.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $41 Shares 575 Est. Cost $25.91 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $41 Shares 462 Est. Cost $79.90 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $40 Shares 518 Est. Cost $64.27 Unrealized +1.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $40 Shares 158 Est. Cost $208.48 Unrealized +7.2%
FMC F M C CORP COM NEW 0.0%
Value ($000) $40 Shares 457 Est. Cost $61.02 Unrealized +17.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $40 Shares 171 Est. Cost $37.87 Unrealized +22.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $39 Shares 442 Est. Cost $61.53 Unrealized +22.7%
MA MASTERCARD INC CL A 0.0%
Value ($000) $39 Shares 144 Est. Cost $221.98 Unrealized +19.9%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $37 Shares 448 Est. Cost $71.44 Unrealized +0.9%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $36 Shares 210 Est. Cost $147.62 Unrealized
TWITTER INC COM 0.0%
Value ($000) $36 Shares 874 Est. Cost $35.79 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $35 Shares 457 Est. Cost $62.44 Unrealized -15.8%
PIMCO MUN INCOME FD II COM 0.0%
Value ($000) $35 Shares 2,200 Est. Cost $15.00 Unrealized
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $34 Shares 1,342 Est. Cost $23.10 Unrealized
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $34 Shares 1,375 Est. Cost $22.55 Unrealized
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $34 Shares 1,329 Est. Cost $23.33 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $34 Shares 151 Est. Cost $133.20 Unrealized +44.5%
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,277 Est. Cost $24.28 Unrealized
INVESCO BULLETSHARES 2019 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,378 Est. Cost $23.95 Unrealized
INVESCO BULLETSHARES 2020 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,374 Est. Cost $23.29 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $33 Shares 742 Est. Cost $31.95 Unrealized +17.4%
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,347 Est. Cost $23.76 Unrealized
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,358 Est. Cost $23.56 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $32 Shares 266 Est. Cost $81.36 Unrealized +9.3%
ORCL ORACLE CORP COM 0.0%
Value ($000) $32 Shares 588 Est. Cost $44.24 Unrealized +13.9%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $32 Shares 511 Est. Cost $42.52 Unrealized +23.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $31 Shares 215 Est. Cost $182.90 Unrealized -21.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $31 Shares 555 Est. Cost $41.28 Unrealized +5.1%
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value ($000) $30 Shares 363 Est. Cost $80.09 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $30 Shares 102 Est. Cost $255.59 Unrealized +10.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $29 Shares 409 Est. Cost $63.31 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $28 Shares 420 Est. Cost $57.24 Unrealized -5.0%
TOTAL S A ADR 0.0%
Value ($000) $27 Shares 524 Est. Cost $55.17 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $27 Shares 1,914 Est. Cost $12.64 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $26 Shares 118 Est. Cost $148.08 Unrealized +23.8%
PEP PEPSICO INC COM 0.0%
Value ($000) $26 Shares 193 Est. Cost $98.39 Unrealized +11.1%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $26 Shares 13 Est. Cost $1798.85 Unrealized +5.9%
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $25 Shares 1,049 Est. Cost $17.26 Unrealized +2.9%
INTU INTUIT COM 0.0%
Value ($000) $25 Shares 93 Est. Cost $234.15 Unrealized +12.7%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $24 Shares 928 Est. Cost $25.86 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $24 Shares 89 Est. Cost $235.96 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $24 Shares 215 Est. Cost $104.77 Unrealized -2.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $22 Shares 100 Est. Cost $210.00 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $22 Shares 232 Est. Cost $77.37 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $22 Shares 212 Est. Cost $71.70 Unrealized +7.8%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $21 Shares 680 Est. Cost $24.59 Unrealized -5.0%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $21 Shares 180 Est. Cost $116.67 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $21 Shares 81 Est. Cost $245.10 Unrealized +8.1%
CBS CORP NEW CL B 0.0%
Value ($000) $20 Shares 500 Est. Cost $50.00 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $20 Shares 156 Est. Cost $94.64 Unrealized +8.7%
EVRG EVERGY INC COM 0.0%
Value ($000) $20 Shares 299 Est. Cost $44.81 Unrealized +10.1%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $19 Shares 140 Est. Cost $121.43 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 136 Est. Cost $110.29 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $19 Shares 340 Est. Cost $47.54 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $19 Shares 105 Est. Cost $152.47 Unrealized +5.2%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $18 Shares 210 Est. Cost $64.36 Unrealized +9.8%
HPQ HP INC COM 0.0%
Value ($000) $17 Shares 885 Est. Cost $18.00 Unrealized -12.6%
ADBE ADOBE INC COM 0.0%
Value ($000) $17 Shares 62 Est. Cost $251.19 Unrealized +16.2%
GLW CORNING INC COM 0.0%
Value ($000) $17 Shares 600 Est. Cost $26.17 Unrealized -4.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $17 Shares 86 Est. Cost $173.54 Unrealized +7.8%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $17 Shares 114 Est. Cost $145.41 Unrealized +3.3%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $17 Shares 134 Est. Cost $96.75 Unrealized +18.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $16 Shares 111 Est. Cost $104.11 Unrealized +3.4%
CTVA CORTEVA INC COM 0.0%
Value ($000) $16 Shares 563 Est. Cost $26.67 Unrealized 0.0%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $16 Shares 136 Est. Cost $117.65 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $16 Shares 136 Est. Cost $121.47 Unrealized +0.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $15 Shares 396 Est. Cost $37.88 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $15 Shares 157 Est. Cost $59.63 Unrealized +23.2%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $14 Shares 78 Est. Cost $301.97 Unrealized -31.2%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $14 Shares 785 Est. Cost $17.79 Unrealized -0.7%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $14 Shares 111 Est. Cost $92.25 Unrealized +8.4%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $14 Shares 178 Est. Cost $58.27 Unrealized -2.7%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $14 Shares 897 Est. Cost $11.89 Unrealized -2.6%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $14 Shares 496 Est. Cost $28.23 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $14 Shares 268 Est. Cost $52.24 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $13 Shares 113 Est. Cost $68.10 Unrealized +31.3%
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $13 Shares 234 Est. Cost $55.56 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 226 Est. Cost $52.58 Unrealized -13.8%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $46.67 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $13 Shares 67 Est. Cost $164.18 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 220 Est. Cost $54.69 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $13 Shares 71 Est. Cost $183.10 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $12 Shares 107 Est. Cost $87.54 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $12 Shares 110 Est. Cost $89.34 Unrealized +12.9%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 612 Est. Cost $19.61 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $12 Shares 101 Est. Cost $108.91 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 207 Est. Cost $56.32 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $12 Shares 61 Est. Cost $199.68 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $12 Shares 57 Est. Cost $171.31 Unrealized +4.8%
AES AES CORP COM 0.0%
Value ($000) $12 Shares 706 Est. Cost $13.29 Unrealized -3.6%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $12 Shares 106 Est. Cost $89.24 Unrealized +17.8%
SYY SYSCO CORP COM 0.0%
Value ($000) $11 Shares 141 Est. Cost $59.91 Unrealized +3.1%
JBTM JOHN BEAN TECHNOLOGIES CORP COM 0.0%
Value ($000) $11 Shares 111 Est. Cost $86.33 Unrealized +24.7%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $11 Shares 222 Est. Cost $36.12 Unrealized +1.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 249 Est. Cost $42.47 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $10 Shares 128 Est. Cost $77.85 Unrealized -21.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $10 Shares 67 Est. Cost $121.15 Unrealized +10.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $10 Shares 85 Est. Cost $112.11 Unrealized
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.00 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $9 Shares 21 Est. Cost $450.82 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $9 Shares 73 Est. Cost $123.29 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $9 Shares 86 Est. Cost $93.38 Unrealized +17.7%
WELL WELLTOWER INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $71.56 Unrealized 0.0%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $9 Shares 392 Est. Cost $18.39 Unrealized -4.1%
ALTABA INC COM 0.0%
Value ($000) $8 Shares 413 Est. Cost $58.11 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.0%
Value ($000) $8 Shares 153 Est. Cost $52.29 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $310.37 Unrealized -5.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $8 Shares 22 Est. Cost $274.28 Unrealized +16.2%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $8 Shares 202 Est. Cost $39.60 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $8 Shares 43 Est. Cost $166.67 Unrealized +5.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $8 Shares 32 Est. Cost $218.75 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 184 Est. Cost $39.44 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 165 Est. Cost $60.61 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $8 Shares 35 Est. Cost $228.57 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $8 Shares 109 Est. Cost $54.96 Unrealized 0.0%
BARRICK GOLD CORPORATION COM 0.0%
Value ($000) $8 Shares 481 Est. Cost $16.63 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $7 Shares 31 Est. Cost $145.89 Unrealized +12.6%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $7 Shares 126 Est. Cost $24.16 Unrealized +0.5%
AMGN AMGEN INC COM 0.0%
Value ($000) $7 Shares 34 Est. Cost $158.01 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $148.98 Unrealized +4.4%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $7 Shares 225 Est. Cost $31.11 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $7 Shares 175 Est. Cost $38.50 Unrealized +10.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $7 Shares 142 Est. Cost $39.08 Unrealized +1.8%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 148 Est. Cost $46.20 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 11 Est. Cost $144.53 Unrealized +11.3%
ROST ROSS STORES INC COM 0.0%
Value ($000) $6 Shares 59 Est. Cost $90.05 Unrealized +10.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $32.39 Unrealized -34.6%
CC CHEMOURS CO COM 0.0%
Value ($000) $6 Shares 393 Est. Cost $23.79 Unrealized -47.5%
SPRINT CORPORATION COM 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $6 Shares 91 Est. Cost $52.75 Unrealized +2.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $116.79 Unrealized +4.2%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $6 Shares 43 Est. Cost $139.53 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF 0.0%
Value ($000) $6 Shares 186 Est. Cost $32.26 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $429.54 Unrealized +11.2%
BEN FRANKLIN RES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.33 Unrealized 0.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $6 Shares 38 Est. Cost $157.89 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 49 Est. Cost $122.45 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $6 Shares 188 Est. Cost $33.54 Unrealized -5.3%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $5 Shares 96 Est. Cost $52.08 Unrealized
HYLB X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 92 Est. Cost $54.35 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $5 Shares 37 Est. Cost $127.32 Unrealized -1.6%
BAC BANK AMER CORP COM 0.0%
Value ($000) $5 Shares 188 Est. Cost $24.50 Unrealized +0.3%
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $5 Shares 777 Est. Cost $2.79 Unrealized +5.9%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $5 Shares 99 Est. Cost $40.40 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $5 Shares 98 Est. Cost $41.03 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $5 Shares 83 Est. Cost $59.22 Unrealized -3.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 27 Est. Cost $173.91 Unrealized
GLTR ABERDEEN STD PRECIOUS METALS B PHYSCL 0.0%
Value ($000) $5 Shares 73 Est. Cost $68.49 Unrealized
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $5 Shares 80 Est. Cost $45.80 Unrealized 0.0%
TRP TC ENERGY CORP NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.04 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $4 Shares 8 Est. Cost $170.40 Unrealized +1.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $76.35 Unrealized +10.1%
AZO AUTOZONE INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $961.20 Unrealized +16.6%
ELV ANTHEM INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $250.58 Unrealized +0.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $4 Shares 44 Est. Cost $67.57 Unrealized +4.4%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $49.60 Unrealized -2.5%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $4.18 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $4 Shares 41 Est. Cost $80.64 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $173.82 Unrealized +1.8%
CB CHUBB LIMITED COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $139.33 Unrealized 0.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
SUNTRUST BKS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.43 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $110.58 Unrealized +20.1%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $23.53 Unrealized +9.8%
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $69.77 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $3 Shares 95 Est. Cost $59.19 Unrealized -30.2%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 57 Est. Cost $41.92 Unrealized +11.6%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $3 Shares 66 Est. Cost $38.80 Unrealized -4.6%
AVGO BROADCOM INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $24.02 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $3 Shares 26 Est. Cost $115.38 Unrealized
MARVELL TECHNOLOGY GROUP LTD ORD 0.0%
Value ($000) $3 Shares 134 Est. Cost $21.27 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $26.77 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $62.57 Unrealized -0.2%
BALL BALL CORP COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $69.22 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.94 Unrealized -4.6%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $56.64 Unrealized +24.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $3 Shares 118 Est. Cost $25.42 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $93.45 Unrealized +0.6%
LAM RESEARCH CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $200.00 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $35.39 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.74 Unrealized 0.0%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $3 Shares 171 Est. Cost $13.12 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 7 Est. Cost $403.56 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $89.63 Unrealized 0.0%
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $155.01 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $115.92 Unrealized +16.8%
BLACKROCK MUNIYIELD CALI QLTY COM 0.0%
Value ($000) $3 Shares 207 Est. Cost $14.49 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $34.73 Unrealized +3.7%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $80.63 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $3 Shares 350 Est. Cost $8.57 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $277.59 Unrealized +41.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $98.62 Unrealized +3.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $50.89 Unrealized +0.2%
EBND SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $3 Shares 116 Est. Cost $25.86 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $104.62 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $161.51 Unrealized 0.0%
UAL UNITED AIRLINES HLDGS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $88.37 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $155.39 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $112.57 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $7.76 Unrealized
CERNER CORP COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $2 Shares 73 Est. Cost $26.36 Unrealized 0.0%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $2 Shares 59 Est. Cost $36.91 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $31.12 Unrealized 0.0%
AZUL S A SPONSR ADR PFD 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.90 Unrealized
PVH PVH CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $109.50 Unrealized -24.4%
HSY HERSHEY CO COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $130.18 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $34.83 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $86.89 Unrealized +5.7%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $67.86 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $89.96 Unrealized +12.9%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $2 Shares 15 Est. Cost $67.80 Unrealized +4.6%
CMI CUMMINS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $136.12 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.72 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $2 Shares 14 Est. Cost $90.47 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $80.75 Unrealized -4.1%
TSLA TESLA INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $15.66 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $270.51 Unrealized -5.1%
SO SOUTHERN CO COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $39.59 Unrealized +14.4%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $177.65 Unrealized +33.1%
RF REGIONS FINL CORP NEW COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $11.61 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $43.44 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $294.28 Unrealized 0.0%
EBAY EBAY INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.01 Unrealized 0.0%
NEW ORIENTAL ED & TECH GRP INC SPON ADR 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
VOD VODAFONE GROUP PLC ADR 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.54 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $35.71 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 59 Est. Cost $26.29 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $147.00 Unrealized -9.9%
FIAT CHRYSLER AUTOMOBILES N V SHS 0.0%
Value ($000) $1 Shares 95 Est. Cost $10.53 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.39 Unrealized -27.2%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $606.37 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.09 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 24 Est. Cost $56.71 Unrealized 0.0%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $46.05 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $45.79 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $349.71 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.21 Unrealized 0.0%
TECH DATA CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.42 Unrealized 0.0%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.81 Unrealized 0.0%
PLD PROLOGIS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $69.27 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $176.07 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $1 Shares 7 Est. Cost $64.00 Unrealized 0.0%
HOPE HOPE BANCORP INC COM 0.0%
Value ($000) $1 Shares 61 Est. Cost $14.02 Unrealized 0.0%
SEIC SEI INVESTMENTS CO COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $53.14 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $60.45 Unrealized +14.4%
CMA COMERICA INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $48.34 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $126.71 Unrealized 0.0%
ACCELERON PHARMA INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.77 Unrealized -14.8%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $183.87 Unrealized 0.0%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $131.10 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $130.84 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $45.01 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $232.85 Unrealized 0.0%
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $1 Shares 32 Est. Cost $25.54 Unrealized 0.0%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.83 Unrealized -13.1%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $100.35 Unrealized +23.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 67 Est. Cost $10.13 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $260.87 Unrealized 0.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $177.42 Unrealized
SYK STRYKER CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $200.19 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $141.03 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $44.12 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $93.43 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $115.78 Unrealized +0.8%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $229.02 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $105.84 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $1 Shares 34 Est. Cost $36.28 Unrealized -3.5%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $1 Shares 49 Est. Cost $11.87 Unrealized +7.7%
LEGG MASON INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
THO THOR INDS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $45.92 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $103.29 Unrealized +13.4%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $90.08 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $53.69 Unrealized 0.0%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.65 Unrealized 0.0%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.21 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $43.22 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $90.53 Unrealized 0.0%
JD JD COM INC SPON ADR CL A 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $28.26 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $54.38 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $306.82 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $48.05 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $30.13 Unrealized +0.5%
THOMSON REUTERS CORP COM NEW 0.0%
Value ($000) $1 Shares 9 Est. Cost $44.44 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $33.76 Unrealized +15.1%
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $82.55 Unrealized 0.0%
KNX KNIGHT SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $32.55 Unrealized 0.0%
FFIV F5 NETWORKS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $138.28 Unrealized 0.0%
ANNALY CAP MGMT INC COM 0.0%
Value ($000) $1 Shares 86 Est. Cost $11.63 Unrealized
CIT GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $16.72 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.21 Unrealized 0.0%
BKR BAKER HUGHES A GE CO CL A 0.0%
Value ($000) $1 Shares 54 Est. Cost $19.55 Unrealized 0.0%
KEY KEYCORP NEW COM 0.0%
Value ($000) $1 Shares 79 Est. Cost $12.69 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
SE SEA LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $143.57 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $155.62 Unrealized 0.0%
DELPHI TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $62.26 Unrealized -21.8%
PGR PROGRESSIVE CORP OHIO COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $55.67 Unrealized +16.1%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $102.09 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $180.85 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $1 Shares 57 Est. Cost $14.04 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 11 Est. Cost $44.86 Unrealized 0.0%
PERSPECTA INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $29.39 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $48.39 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $23.09 Unrealized +3.2%
PDD PINDUODUO INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
VARIAN MED SYS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $1 Shares 223 Est. Cost $10.40 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $93.39 Unrealized 0.0%
VYX NCR CORP NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $15.70 Unrealized +23.0%
L LOEWS CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $50.24 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $58.40 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $85.75 Unrealized 0.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $44.10 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.23 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $54.99 Unrealized +13.7%
WESTROCK CO COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $104.76 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.59 Unrealized 0.0%
DISH NETWORK CORP CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
RJF RAYMOND JAMES FINANCIAL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $49.20 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $734.27 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $46.59 Unrealized 0.0%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $1 Shares 19 Est. Cost $36.47 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $41.63 Unrealized +44.0%
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $40.19 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $102.22 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $205.02 Unrealized +35.7%
IP INTL PAPER CO COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $31.37 Unrealized -6.5%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $42.26 Unrealized 0.0%
KSS KOHLS CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $57.50 Unrealized -14.7%
AFL AFLAC INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $45.37 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $15.95 Unrealized 0.0%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $70.19 Unrealized
RRX REGAL BELOIT CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $75.49 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $44.27 Unrealized -2.7%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
FNB FNB CORP PA COM 0.0%
Value ($000) $1 Shares 109 Est. Cost $8.75 Unrealized 0.0%
ALLERGAN PLC SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 15 Est. Cost $90.91 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.63 Unrealized -1.4%
WPX ENERGY INC COM 0.0%
Value ($000) $1 Shares 130 Est. Cost $7.69 Unrealized
CAESARS ENTMT CORP COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $66.19 Unrealized -3.2%
CNO CNO FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $13.64 Unrealized 0.0%
JBL JABIL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $29.20 Unrealized 0.0%
SPIRIT RLTY CAP INC NEW COM NEW 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $182.78 Unrealized +5.6%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $93.75 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $40.99 Unrealized +1.1%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $12.80 Unrealized +10.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.96 Unrealized +3.2%
KR KROGER CO COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $20.29 Unrealized 0.0%
MLKN MILLER HERMAN INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $37.09 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $41.27 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $56.85 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.34 Unrealized -21.4%
URBN URBAN OUTFITTERS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.39 Unrealized -37.6%
LIONS GATE ENTMNT CORP CL B NON VTG 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
ESTC ELASTIC N V ORD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $88.87 Unrealized 0.0%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $76.37 Unrealized +15.4%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $13.59 Unrealized -9.6%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $102.14 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.38 Unrealized +1.4%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.37 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.66 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.59 Unrealized +2.4%
NEM NEWMONT GOLDCORP CORPORATION COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $32.39 Unrealized 0.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $93.46 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.03 Unrealized 0.0%
CVNA CARVANA CO CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.84 Unrealized 0.0%
NOBLE ENERGY INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.79 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $44.92 Unrealized 0.0%
FOOT LOCKER INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $83.33 Unrealized
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $134.03 Unrealized 0.0%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.24 Unrealized -24.8%
OKTA OKTA INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $124.90 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $19.29 Unrealized 0.0%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
VANECK VECTORS UNCONVENTIONAL OIL & GAS ETF 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.44 Unrealized 0.0%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $86.18 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $127.93 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $142.31 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $129.86 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $134.07 Unrealized +39.4%
WIX WIX COM LTD SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $139.07 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.72 Unrealized 0.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $30.30 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $124.99 Unrealized +3.6%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $113.18 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $118.10 Unrealized 0.0%
KLAC KLA CORPORATION COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.13 Unrealized 0.0%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.15 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $24.10 Unrealized 0.0%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $51.03 Unrealized 0.0%
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.04 Unrealized 0.0%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $191.87 Unrealized 0.0%
ZENDESK INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $14.24 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $37.59 Unrealized 0.0%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $64.61 Unrealized 0.0%
XILINX INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $60.12 Unrealized -9.1%
CDW CDW CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $106.19 Unrealized 0.0%
EHTH EHEALTH INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $90.21 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $31.36 Unrealized 0.0%
APACHE CORP COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.19 Unrealized 0.0%
COTY COTY INC COM CL A 0.0%
Value ($000) $0 Shares 31 Est. Cost $10.06 Unrealized 0.0%
AME AMETEK INC NEW COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.54 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $67.85 Unrealized +4.0%
TURNING POINT THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
INPHI CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $75.70 Unrealized 0.0%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $148.67 Unrealized +37.1%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $122.61 Unrealized 0.0%
FOX FOX CORP CL B COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.96 Unrealized -4.3%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $155.02 Unrealized 0.0%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.06 Unrealized 0.0%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost $266.67 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $157.75 Unrealized 0.0%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.25 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $90.54 Unrealized 0.0%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
SHM SPDR BARCLAYS CAPITAL SHORT TERM MUNICIP 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TIFFANY & CO NEW COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $70.47 Unrealized 0.0%
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.26 Unrealized
MICRO FOCUS INTERNATIONAL PLC SP ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ORGANIGRAM HLDGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $228.64 Unrealized 0.0%
WAT WATERS CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $215.83 Unrealized 0.0%
CVSI CV SCIENCES INC NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.46 Unrealized 0.0%
M MACYS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $32.92 Unrealized -43.8%
ROYAL BK SCOTLAND GROUP PLC SP ADR REP S 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AGROFRESH SOLUTIONS NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.44 Unrealized 0.0%
CONTINENTAL RESOURCES INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
ELDORADO RESORTS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $96.44 Unrealized -3.9%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $44.66 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.50 Unrealized -11.2%