Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 26, 2020

Total Value ($000): $204,145 (100.0% shares, 0.0% debt)

Holdings (176)

AAPL APPLE COMPUTER INC. CMN. 6.3%
Value ($000) $12,956 Shares 111,878 Est. Cost $90.97 Unrealized +16.5%
JNJ JOHNSON & JOHNSON COM 5.8%
Value ($000) $11,896 Shares 79,903 Est. Cost $116.63 Unrealized +8.9%
CVX CHEVRON COM 4.7%
Value ($000) $9,678 Shares 134,412 Est. Cost $81.55 Unrealized -18.5%
XOM EXXON MOBIL CORPORATION 3.0%
Value ($000) $6,167 Shares 179,708 Est. Cost $51.89 Unrealized -37.7%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.0%
Value ($000) $6,090 Shares 43,660 Est. Cost $122.36 Unrealized +2.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $5,760 Shares 18 Est. Cost $313083.50 Unrealized -2.0%
MSFT MICROSOFT COM 2.7%
Value ($000) $5,511 Shares 26,202 Est. Cost $113.41 Unrealized +77.0%
HD HOME DEPOT COM 2.5%
Value ($000) $5,190 Shares 18,690 Est. Cost $184.89 Unrealized +28.5%
TGT TARGET CORPORATION 2.5%
Value ($000) $5,062 Shares 32,158 Est. Cost $79.62 Unrealized +49.0%
PG PROCTER & GAMBLE CO. 2.5%
Value ($000) $5,046 Shares 36,308 Est. Cost $93.41 Unrealized +24.5%
MUB ISHARES TR NATIONAL MUN ETF 1.7%
Value ($000) $3,430 Shares 29,582 Est. Cost $115.95 Unrealized
AMZN AMAZON COM INC COM 1.7%
Value ($000) $3,426 Shares 1,088 Est. Cost $90.26 Unrealized +74.7%
MRK MERCK & CO INC 1.5%
Value ($000) $2,994 Shares 36,096 Est. Cost $61.05 Unrealized +8.0%
PEP PEPSICO INC 1.4%
Value ($000) $2,878 Shares 20,762 Est. Cost $99.14 Unrealized +16.2%
V VISA INC COM CL A 1.4%
Value ($000) $2,840 Shares 14,201 Est. Cost $146.10 Unrealized +31.6%
PFE PFIZER INC COM 1.2%
Value ($000) $2,505 Shares 68,277 Est. Cost $29.61 Unrealized -8.4%
JPM JP MORGAN CHASE & CO COM 1.0%
Value ($000) $2,126 Shares 22,089 Est. Cost $88.65 Unrealized -3.6%
LLY LILLY ELI & COMPANY 1.0%
Value ($000) $2,040 Shares 13,780 Est. Cost $103.78 Unrealized +40.5%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.0%
Value ($000) $2,013 Shares 6,545 Est. Cost $256.85 Unrealized
GOOG ALPHABET INC. 1.0%
Value ($000) $1,965 Shares 1,337 Est. Cost $59.88 Unrealized +26.5%
KMB KIMBERLY - CLARK CORP 0.9%
Value ($000) $1,933 Shares 13,085 Est. Cost $90.49 Unrealized +36.5%
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $1,923 Shares 1,312 Est. Cost $55.63 Unrealized +35.9%
WMT WAL-MART 0.9%
Value ($000) $1,920 Shares 13,724 Est. Cost $37.83 Unrealized +9.2%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.9%
Value ($000) $1,885 Shares 3,844 Est. Cost $250.74 Unrealized +85.5%
IVV ISHARES TR S&P 500 INDEX 0.9%
Value ($000) $1,875 Shares 5,579 Est. Cost $285.66 Unrealized
META FACEBOOK INC CL A 0.9%
Value ($000) $1,859 Shares 7,100 Est. Cost $161.65 Unrealized +58.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $1,737 Shares 6,255 Est. Cost $190.95 Unrealized
DIS DISNEY WALT CO COM 0.8%
Value ($000) $1,631 Shares 13,144 Est. Cost $116.99 Unrealized +4.4%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,546 Shares 7,044 Est. Cost $162.03 Unrealized +11.9%
IWM ISHARES TR RUSSELL 2000 0.8%
Value ($000) $1,537 Shares 10,257 Est. Cost $141.63 Unrealized
IBM INTL BUSINESS MACHINES COM 0.7%
Value ($000) $1,526 Shares 12,539 Est. Cost $92.81 Unrealized +1.1%
CSCO CISCO 0.7%
Value ($000) $1,442 Shares 36,625 Est. Cost $39.57 Unrealized -6.3%
NSC NORFOLK SOUTHERN CORP COM 0.7%
Value ($000) $1,401 Shares 6,544 Est. Cost $158.46 Unrealized +13.5%
UNP UNION PAC CORP COM 0.7%
Value ($000) $1,382 Shares 7,019 Est. Cost $131.95 Unrealized +24.9%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $1,325 Shares 22,264 Est. Cost $39.75 Unrealized +7.1%
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $1,287 Shares 3,807 Est. Cost $220.12 Unrealized +43.4%
KO COCA COLA CO COM 0.6%
Value ($000) $1,282 Shares 25,972 Est. Cost $39.16 Unrealized +4.2%
USB US BANCORP DEL COM NEW 0.6%
Value ($000) $1,258 Shares 35,099 Est. Cost $38.23 Unrealized -24.3%
T AT&T INC COM 0.6%
Value ($000) $1,246 Shares 43,732 Est. Cost $14.54 Unrealized +7.0%
IVW ISHARES TR S&P 500 GRWT ETF 0.6%
Value ($000) $1,231 Shares 5,329 Est. Cost $168.25 Unrealized
BMY BRISTOL MYERS SQUIBB 0.6%
Value ($000) $1,208 Shares 20,029 Est. Cost $40.81 Unrealized +19.1%
MCO MOODYS CORP COM 0.6%
Value ($000) $1,198 Shares 4,135 Est. Cost $141.79 Unrealized +92.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $1,186 Shares 20,607 Est. Cost $54.58 Unrealized -1.6%
DHR DANAHER CORPORATION 0.6%
Value ($000) $1,177 Shares 5,464 Est. Cost $99.89 Unrealized +73.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $1,149 Shares 5,395 Est. Cost $207.95 Unrealized -1.6%
DE DEERE & CO COM 0.6%
Value ($000) $1,143 Shares 5,158 Est. Cost $147.26 Unrealized +22.1%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,131 Shares 24,457 Est. Cost $33.09 Unrealized +13.7%
SYK STRYKER CORP 0.6%
Value ($000) $1,127 Shares 5,410 Est. Cost $168.13 Unrealized +9.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,113 Shares 4,922 Est. Cost $178.00 Unrealized +19.3%
CVS CVS CORP. 0.5%
Value ($000) $1,091 Shares 18,680 Est. Cost $54.42 Unrealized -3.8%
INTC INTEL COM 0.5%
Value ($000) $1,082 Shares 20,890 Est. Cost $42.15 Unrealized +10.4%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $1,079 Shares 6,123 Est. Cost $152.71 Unrealized
SPY SPDR TR UNIT SER 1 0.5%
Value ($000) $1,075 Shares 3,210 Est. Cost $252.06 Unrealized
AMGN AMGEN INC COM 0.5%
Value ($000) $991 Shares 3,899 Est. Cost $152.61 Unrealized +37.3%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $980 Shares 4,973 Est. Cost $98.79 Unrealized +90.2%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $968 Shares 2,191 Est. Cost $246.00 Unrealized +65.6%
SON SONOCO PRODS CO COM 0.5%
Value ($000) $938 Shares 18,365 Est. Cost $46.46 Unrealized -6.1%
NOBL PROSHARES TR S&P 500 DV ARIST 0.5%
Value ($000) $926 Shares 12,831 Est. Cost $65.83 Unrealized
MMM 3M COMPANY COM 0.4%
Value ($000) $913 Shares 5,702 Est. Cost $123.17 Unrealized -10.4%
VB VANGUARD INDEX FDS SMALL CP ETF 0.4%
Value ($000) $892 Shares 5,798 Est. Cost $147.33 Unrealized
CRM SALESFORCE COM INC COM 0.4%
Value ($000) $876 Shares 3,486 Est. Cost $182.81 Unrealized +18.3%
IEMG ISHARES INC CORE MSCI EMKT 0.4%
Value ($000) $853 Shares 16,165 Est. Cost $47.88 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $852 Shares 6,784 Est. Cost $68.88 Unrealized +44.7%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $849 Shares 9,889 Est. Cost $70.79 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $845 Shares 4,980 Est. Cost $172.59 Unrealized -8.9%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.4%
Value ($000) $840 Shares 10,387 Est. Cost $81.82 Unrealized
CAT CATERPILLAR INC DEL COM 0.4%
Value ($000) $837 Shares 5,611 Est. Cost $113.16 Unrealized +12.1%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $833 Shares 4,309 Est. Cost $142.35 Unrealized +17.5%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $811 Shares 3,894 Est. Cost $141.33 Unrealized
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $775 Shares 4,706 Est. Cost $128.39 Unrealized +3.8%
ABBV ABBVIE INC COM 0.4%
Value ($000) $771 Shares 8,798 Est. Cost $66.06 Unrealized +15.5%
ECL ECOLAB INC COM 0.4%
Value ($000) $771 Shares 3,857 Est. Cost $148.39 Unrealized +27.0%
MO ALTRIA GROUP INC 0.4%
Value ($000) $760 Shares 19,669 Est. Cost $30.36 Unrealized -10.5%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.4%
Value ($000) $759 Shares 9,159 Est. Cost $78.92 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $753 Shares 1,391 Est. Cost $4.25 Unrealized +172.6%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.4%
Value ($000) $749 Shares 18,314 Est. Cost $38.81 Unrealized
EMR EMERSON ELECTRIC 0.4%
Value ($000) $747 Shares 11,388 Est. Cost $57.29 Unrealized +2.6%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.4%
Value ($000) $728 Shares 5,660 Est. Cost $113.91 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $724 Shares 1,989 Est. Cost $26.22 Unrealized +13.1%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $724 Shares 12,595 Est. Cost $38.12 Unrealized +27.4%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $709 Shares 9,200 Est. Cost $55.81 Unrealized +20.7%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $696 Shares 2,231 Est. Cost $225.29 Unrealized +24.8%
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $648 Shares 8,203 Est. Cost $80.58 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $644 Shares 5,310 Est. Cost $104.68 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $641 Shares 2,309 Est. Cost $40.85 Unrealized +47.6%
CI CIGNA CORP NEW 0.3%
Value ($000) $588 Shares 3,474 Est. Cost $170.65 Unrealized -5.6%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $579 Shares 4,183 Est. Cost $153.13 Unrealized -14.4%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value ($000) $572 Shares 2,634 Est. Cost $147.39 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $571 Shares 1,491 Est. Cost $271.62 Unrealized +21.1%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.3%
Value ($000) $564 Shares 8,873 Est. Cost $64.37 Unrealized
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $553 Shares 1,857 Est. Cost $164.08 Unrealized +53.4%
BLACKROCK INC COM 0.3%
Value ($000) $546 Shares 970 Est. Cost $450.60 Unrealized
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $541 Shares 23,037 Est. Cost $38.61 Unrealized -43.5%
BA BOEING CO COM 0.3%
Value ($000) $540 Shares 3,267 Est. Cost $344.54 Unrealized -50.5%
DOV DOVER CORP 0.3%
Value ($000) $534 Shares 4,929 Est. Cost $78.57 Unrealized +26.9%
UPS UNITED PARCEL SERVICE CL B COM 0.3%
Value ($000) $517 Shares 3,102 Est. Cost $82.20 Unrealized +42.7%
DD DUPONT DE NEMOURS INC (NEW) 0.3%
Value ($000) $513 Shares 9,249 Est. Cost $21.09 Unrealized 0.0%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.2%
Value ($000) $475 Shares 6,769 Est. Cost $71.41 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $474 Shares 4,023 Est. Cost $63.45 Unrealized +50.0%
ARKK ARK ETF TR INNOVATION ETF 0.2%
Value ($000) $462 Shares 5,027 Est. Cost $72.00 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $461 Shares 5,201 Est. Cost $65.37 Unrealized +2.1%
CLX CLOROX CO DEL COM 0.2%
Value ($000) $460 Shares 2,188 Est. Cost $128.14 Unrealized +47.4%
BAC BANK OF AMERICA CORP COM 0.2%
Value ($000) $460 Shares 19,096 Est. Cost $23.61 Unrealized -7.6%
NFLX NETFLIX INC COM 0.2%
Value ($000) $456 Shares 912 Est. Cost $33.97 Unrealized +46.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $454 Shares 4,370 Est. Cost $77.55 Unrealized +11.2%
IJH ISHARES TR S&P MIDCAP 400 0.2%
Value ($000) $446 Shares 2,405 Est. Cost $159.82 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value ($000) $445 Shares 2,674 Est. Cost $100.75 Unrealized +28.1%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $433 Shares 4,178 Est. Cost $98.85 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $431 Shares 2,659 Est. Cost $110.19 Unrealized +19.0%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $430 Shares 2,486 Est. Cost $141.16 Unrealized
CDK GLOBAL INC COM 0.2%
Value ($000) $422 Shares 9,683 Est. Cost $48.07 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $416 Shares 7,664 Est. Cost $36.50 Unrealized +19.3%
ABT ABBOTT LABS COM 0.2%
Value ($000) $416 Shares 3,826 Est. Cost $65.62 Unrealized +40.7%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $407 Shares 10,678 Est. Cost $29.38 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $406 Shares 5,090 Est. Cost $64.54 Unrealized 0.0%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $405 Shares 7,048 Est. Cost $51.60 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $400 Shares 5,327 Est. Cost $57.85 Unrealized +1.7%
DEO DIAGEO P L C SPON ADR NEW 0.2%
Value ($000) $395 Shares 2,870 Est. Cost $147.85 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $394 Shares 3,587 Est. Cost $102.20 Unrealized -13.2%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.2%
Value ($000) $380 Shares 3,743 Est. Cost $97.65 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $378 Shares 5,989 Est. Cost $60.03 Unrealized -6.5%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.2%
Value ($000) $377 Shares 8,720 Est. Cost $39.56 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.2%
Value ($000) $377 Shares 2,092 Est. Cost $158.88 Unrealized
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $375 Shares 6,089 Est. Cost $56.70 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $371 Shares 1,757 Est. Cost $123.09 Unrealized +42.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $363 Shares 1,235 Est. Cost $160.73 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $361 Shares 10,979 Est. Cost $49.72 Unrealized -37.2%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $352 Shares 990 Est. Cost $238.48 Unrealized +29.6%
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $351 Shares 818 Est. Cost $102.66 Unrealized +15.0%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $349 Shares 4,419 Est. Cost $62.62 Unrealized -0.9%
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value ($000) $342 Shares 4,537 Est. Cost $57.56 Unrealized
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.2%
Value ($000) $338 Shares 2,498 Est. Cost $103.20 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value ($000) $337 Shares 6,501 Est. Cost $70.04 Unrealized -30.0%
PPG PPG INDS INC COM 0.2%
Value ($000) $329 Shares 2,699 Est. Cost $96.20 Unrealized +9.5%
GWW GRAINGER W.W. INC 0.2%
Value ($000) $329 Shares 922 Est. Cost $269.65 Unrealized +20.3%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $327 Shares 1,499 Est. Cost $142.46 Unrealized +34.0%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $324 Shares 3,103 Est. Cost $110.89 Unrealized
BWX SPDR SERIES TRUST BRCLYS INTL ETF 0.2%
Value ($000) $321 Shares 10,810 Est. Cost $28.86 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.2%
Value ($000) $320 Shares 8,817 Est. Cost $32.40 Unrealized 0.0%
ETN EATON CORP CMN 0.2%
Value ($000) $316 Shares 3,095 Est. Cost $69.54 Unrealized +28.2%
AFL AFLAC INC COM 0.2%
Value ($000) $313 Shares 8,600 Est. Cost $38.09 Unrealized -15.8%
MET METLIFE INC COM 0.2%
Value ($000) $310 Shares 8,343 Est. Cost $29.09 Unrealized +10.0%
ISHARES GOLD TRUST ISHARES 0.1%
Value ($000) $304 Shares 16,918 Est. Cost $17.34 Unrealized
TROW T. ROWE PRICE GROUP INC 0.1%
Value ($000) $296 Shares 2,315 Est. Cost $74.69 Unrealized +40.5%
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $295 Shares 1,735 Est. Cost $135.22 Unrealized
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $294 Shares 3,594 Est. Cost $85.23 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $289 Shares 9,443 Est. Cost $17.13 Unrealized +53.9%
GENERAL ELECTRIC COM 0.1%
Value ($000) $286 Shares 45,940 Est. Cost $8.08 Unrealized
VIGI VANGUARD WHITEHALL INTL DIVIDEND ETF 0.1%
Value ($000) $283 Shares 3,935 Est. Cost $57.76 Unrealized
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $278 Shares 5,175 Est. Cost $48.60 Unrealized
PLD PROLOGIS INC COM 0.1%
Value ($000) $277 Shares 2,755 Est. Cost $60.01 Unrealized +43.6%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $276 Shares 1,143 Est. Cost $158.08 Unrealized +37.1%
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value ($000) $276 Shares 4,337 Est. Cost $54.21 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $275 Shares 697 Est. Cost $279.82 Unrealized +43.9%
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $267 Shares 1,504 Est. Cost $177.53 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $264 Shares 4,223 Est. Cost $47.48 Unrealized +18.9%
WALGREENS BOOTS ALLIANCE INCCOM 0.1%
Value ($000) $263 Shares 7,313 Est. Cost $35.96 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $259 Shares 2,978 Est. Cost $88.26 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $256 Shares 4,244 Est. Cost $59.01 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $255 Shares 1,781 Est. Cost $100.37 Unrealized +24.4%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $253 Shares 4,243 Est. Cost $49.18 Unrealized +7.2%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $253 Shares 3,650 Est. Cost $46.07 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $244 Shares 1,471 Est. Cost $139.87 Unrealized 0.0%
LINDE AG A PLC 0.1%
Value ($000) $244 Shares 1,021 Est. Cost $213.36 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.1%
Value ($000) $241 Shares 1,652 Est. Cost $142.10 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.1%
Value ($000) $238 Shares 2,477 Est. Cost $96.08 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $237 Shares 1,657 Est. Cost $99.52 Unrealized +17.4%
INTU INTUIT COM 0.1%
Value ($000) $236 Shares 722 Est. Cost $302.64 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $230 Shares 6,131 Est. Cost $40.49 Unrealized
ARKG ARK ETF TR GENOMIC REV ETF 0.1%
Value ($000) $227 Shares 3,561 Est. Cost $63.75 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value ($000) $224 Shares 2,234 Est. Cost $85.61 Unrealized +7.3%
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $223 Shares 2,382 Est. Cost $93.23 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $222 Shares 2,513 Est. Cost $88.47 Unrealized
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $209 Shares 1,424 Est. Cost $124.18 Unrealized 0.0%
NFRA FLEXSHARES STD XX GLOBAL BROAD INFRSTR IDX FD 0.1%
Value ($000) $202 Shares 4,044 Est. Cost $49.95 Unrealized
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $202 Shares 670 Est. Cost $301.49 Unrealized