Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 22, 2021

Total Value ($000): $228,304 (100.0% shares, 0.0% debt)

Holdings (197)

CVX CHEVRON COM 5.9%
Value ($000) $13,392 Shares 133,914 Est. Cost $81.55 Unrealized -2.4%
AAPL APPLE COMPUTER INC. CMN. 5.7%
Value ($000) $13,003 Shares 107,240 Est. Cost $90.97 Unrealized +37.5%
JNJ JOHNSON & JOHNSON COM 5.2%
Value ($000) $11,799 Shares 74,461 Est. Cost $116.63 Unrealized +20.7%
XOM EXXON MOBIL CORPORATION 4.1%
Value ($000) $9,465 Shares 174,125 Est. Cost $51.89 Unrealized -16.5%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.3%
Value ($000) $7,551 Shares 43,388 Est. Cost $122.36 Unrealized +28.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.9%
Value ($000) $6,562 Shares 18 Est. Cost $313083.50 Unrealized +17.1%
TGT TARGET CORPORATION 2.6%
Value ($000) $5,891 Shares 32,117 Est. Cost $79.62 Unrealized +105.0%
MSFT MICROSOFT COM 2.5%
Value ($000) $5,730 Shares 24,657 Est. Cost $113.41 Unrealized +96.5%
HD HOME DEPOT COM 2.1%
Value ($000) $4,689 Shares 18,151 Est. Cost $184.89 Unrealized +32.2%
PG PROCTER & GAMBLE CO. 1.7%
Value ($000) $3,832 Shares 31,017 Est. Cost $93.41 Unrealized +23.8%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $3,328 Shares 1,076 Est. Cost $90.26 Unrealized +75.6%
JPM JP MORGAN CHASE & CO COM 1.4%
Value ($000) $3,188 Shares 21,665 Est. Cost $88.65 Unrealized +43.6%
V VISA INC COM CL A 1.3%
Value ($000) $3,027 Shares 14,255 Est. Cost $149.24 Unrealized +36.1%
LLY LILLY ELI & COMPANY 1.2%
Value ($000) $2,817 Shares 13,750 Est. Cost $103.78 Unrealized +79.3%
GOOG ALPHABET INC. 1.1%
Value ($000) $2,587 Shares 1,270 Est. Cost $59.88 Unrealized +64.4%
PEP PEPSICO INC 1.1%
Value ($000) $2,526 Shares 19,560 Est. Cost $99.14 Unrealized +18.9%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $2,485 Shares 1,229 Est. Cost $55.63 Unrealized +76.1%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.1%
Value ($000) $2,450 Shares 7,011 Est. Cost $263.60 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 1.0%
Value ($000) $2,379 Shares 7,574 Est. Cost $211.53 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $2,249 Shares 30,965 Est. Cost $61.05 Unrealized +3.3%
DIS DISNEY WALT CO COM 0.9%
Value ($000) $2,128 Shares 11,255 Est. Cost $116.99 Unrealized +54.0%
IVV ISHARES TR S&P 500 INDEX 0.9%
Value ($000) $2,022 Shares 5,298 Est. Cost $285.66 Unrealized
IWM ISHARES TR RUSSELL 2000 0.8%
Value ($000) $1,924 Shares 8,814 Est. Cost $141.63 Unrealized
WMT WAL-MART 0.8%
Value ($000) $1,809 Shares 13,924 Est. Cost $37.83 Unrealized +14.5%
DE DEERE & CO COM 0.8%
Value ($000) $1,794 Shares 5,140 Est. Cost $147.26 Unrealized +108.8%
META FACEBOOK INC CL A 0.8%
Value ($000) $1,789 Shares 6,946 Est. Cost $161.65 Unrealized +65.4%
MUB ISHARES TR NATIONAL MUN ETF 0.8%
Value ($000) $1,749 Shares 15,132 Est. Cost $115.95 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.8%
Value ($000) $1,727 Shares 23,985 Est. Cost $55.11 Unrealized +18.4%
SPY SPDR TR UNIT SER 1 0.7%
Value ($000) $1,697 Shares 4,462 Est. Cost $286.29 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $1,689 Shares 50,455 Est. Cost $29.61 Unrealized -5.3%
KMB KIMBERLY - CLARK CORP 0.7%
Value ($000) $1,678 Shares 13,071 Est. Cost $90.49 Unrealized +22.5%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.7%
Value ($000) $1,664 Shares 3,619 Est. Cost $250.74 Unrealized +86.4%
NSC NORFOLK SOUTHERN CORP COM 0.7%
Value ($000) $1,629 Shares 6,463 Est. Cost $158.46 Unrealized +44.4%
USB US BANCORP DEL COM NEW 0.7%
Value ($000) $1,584 Shares 31,669 Est. Cost $38.23 Unrealized +5.5%
CSCO CISCO 0.7%
Value ($000) $1,521 Shares 33,915 Est. Cost $39.57 Unrealized +2.7%
IBM INTL BUSINESS MACHINES COM 0.6%
Value ($000) $1,468 Shares 12,339 Est. Cost $92.90 Unrealized +5.6%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,437 Shares 6,974 Est. Cost $162.03 Unrealized +18.0%
INTC INTEL COM 0.6%
Value ($000) $1,383 Shares 22,767 Est. Cost $42.30 Unrealized +27.9%
UNP UNION PAC CORP COM 0.6%
Value ($000) $1,378 Shares 6,688 Est. Cost $131.95 Unrealized +42.5%
VO VANGUARD MID CAP ETF 0.6%
Value ($000) $1,366 Shares 6,301 Est. Cost $154.30 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.6%
Value ($000) $1,353 Shares 21,316 Est. Cost $89.91 Unrealized
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $1,335 Shares 3,773 Est. Cost $220.12 Unrealized +54.3%
CVS CVS CORP. 0.6%
Value ($000) $1,326 Shares 19,469 Est. Cost $54.68 Unrealized +13.9%
SYK STRYKER CORP 0.6%
Value ($000) $1,323 Shares 5,449 Est. Cost $168.13 Unrealized +35.5%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,276 Shares 24,208 Est. Cost $33.09 Unrealized +39.5%
BMY BRISTOL MYERS SQUIBB 0.5%
Value ($000) $1,242 Shares 20,240 Est. Cost $40.91 Unrealized +24.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,207 Shares 5,021 Est. Cost $207.95 Unrealized +16.8%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $1,206 Shares 5,588 Est. Cost $113.16 Unrealized +67.1%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,190 Shares 4,579 Est. Cost $98.79 Unrealized +155.0%
VB VANGUARD INDEX FDS SMALL CP ETF 0.5%
Value ($000) $1,187 Shares 5,630 Est. Cost $148.31 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,179 Shares 4,698 Est. Cost $178.00 Unrealized +35.6%
T AT&T INC COM 0.5%
Value ($000) $1,164 Shares 41,742 Est. Cost $14.54 Unrealized +11.0%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $1,145 Shares 5,655 Est. Cost $134.65 Unrealized +31.2%
MCO MOODYS CORP COM 0.5%
Value ($000) $1,136 Shares 4,134 Est. Cost $141.79 Unrealized +90.7%
IEMG ISHARES INC CORE MSCI EMKT 0.5%
Value ($000) $1,124 Shares 17,375 Est. Cost $48.77 Unrealized
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $1,060 Shares 9,808 Est. Cost $70.79 Unrealized +32.8%
KO COCA COLA CO COM 0.4%
Value ($000) $999 Shares 20,386 Est. Cost $39.16 Unrealized +10.8%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $996 Shares 11,587 Est. Cost $57.46 Unrealized +35.4%
NOBL PROSHARES TR S&P 500 DV ARIST 0.4%
Value ($000) $990 Shares 12,305 Est. Cost $66.66 Unrealized
SON SONOCO PRODS CO COM 0.4%
Value ($000) $989 Shares 16,615 Est. Cost $46.46 Unrealized +9.8%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $983 Shares 17,781 Est. Cost $39.75 Unrealized +6.3%
DHR DANAHER CORPORATION 0.4%
Value ($000) $963 Shares 4,384 Est. Cost $99.89 Unrealized +98.9%
ABBV ABBVIE INC COM 0.4%
Value ($000) $953 Shares 8,850 Est. Cost $68.10 Unrealized +30.6%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.4%
Value ($000) $944 Shares 9,926 Est. Cost $82.51 Unrealized
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.4%
Value ($000) $919 Shares 6,606 Est. Cost $117.66 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $910 Shares 5,000 Est. Cost $172.56 Unrealized -1.7%
NKE NIKE INC CL B 0.4%
Value ($000) $904 Shares 6,704 Est. Cost $68.88 Unrealized +88.1%
AMGN AMGEN INC COM 0.4%
Value ($000) $899 Shares 3,999 Est. Cost $154.69 Unrealized +32.3%
AVGO BROADCOM INC 0.4%
Value ($000) $896 Shares 1,906 Est. Cost $26.22 Unrealized +58.8%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $892 Shares 3,898 Est. Cost $141.33 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.4%
Value ($000) $890 Shares 14,411 Est. Cost $36.26 Unrealized +57.0%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.4%
Value ($000) $879 Shares 18,314 Est. Cost $38.81 Unrealized
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.4%
Value ($000) $838 Shares 10,122 Est. Cost $79.29 Unrealized
MMM 3M COMPANY COM 0.4%
Value ($000) $835 Shares 4,775 Est. Cost $123.17 Unrealized +1.6%
CRM SALESFORCE COM INC COM 0.4%
Value ($000) $815 Shares 3,764 Est. Cost $186.98 Unrealized +17.6%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $814 Shares 5,310 Est. Cost $104.68 Unrealized +39.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $778 Shares 2,342 Est. Cost $232.02 Unrealized +37.8%
NVDA NVIDIA CORP 0.3%
Value ($000) $765 Shares 1,395 Est. Cost $4.25 Unrealized +215.0%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value ($000) $753 Shares 3,147 Est. Cost $162.68 Unrealized
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.3%
Value ($000) $730 Shares 6,949 Est. Cost $73.24 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $729 Shares 3,609 Est. Cost $142.35 Unrealized +29.9%
CI CIGNA CORP NEW 0.3%
Value ($000) $720 Shares 3,434 Est. Cost $170.65 Unrealized +19.6%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $707 Shares 13,305 Est. Cost $38.86 Unrealized +28.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $707 Shares 1,572 Est. Cost $246.00 Unrealized +91.5%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $692 Shares 9,200 Est. Cost $55.81 Unrealized +25.4%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $690 Shares 19,081 Est. Cost $38.61 Unrealized -18.1%
BAC BANK OF AMERICA CORP COM 0.3%
Value ($000) $684 Shares 19,690 Est. Cost $23.93 Unrealized +28.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $675 Shares 15,493 Est. Cost $30.36 Unrealized +0.2%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $659 Shares 4,033 Est. Cost $153.13 Unrealized -4.0%
ECL ECOLAB INC COM 0.3%
Value ($000) $654 Shares 3,124 Est. Cost $148.39 Unrealized +35.8%
DOV DOVER CORP 0.3%
Value ($000) $615 Shares 4,988 Est. Cost $79.09 Unrealized +51.2%
DD DUPONT DE NEMOURS INC (NEW) 0.3%
Value ($000) $609 Shares 8,656 Est. Cost $21.09 Unrealized +37.9%
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $594 Shares 6,758 Est. Cost $80.58 Unrealized
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $583 Shares 10,224 Est. Cost $29.38 Unrealized +48.3%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $572 Shares 3,399 Est. Cost $102.20 Unrealized +35.6%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $566 Shares 1,714 Est. Cost $278.70 Unrealized +7.6%
IJH ISHARES TR S&P MIDCAP 400 0.2%
Value ($000) $563 Shares 2,260 Est. Cost $172.66 Unrealized
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $557 Shares 825 Est. Cost $103.48 Unrealized +142.6%
BLACKROCK INC COM 0.2%
Value ($000) $556 Shares 801 Est. Cost $450.60 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $554 Shares 2,612 Est. Cost $344.54 Unrealized -35.5%
GENERAL ELECTRIC COM 0.2%
Value ($000) $546 Shares 43,469 Est. Cost $8.24 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $534 Shares 3,925 Est. Cost $63.45 Unrealized +104.4%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $531 Shares 4,218 Est. Cost $98.85 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.2%
Value ($000) $526 Shares 4,041 Est. Cost $73.87 Unrealized
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $517 Shares 4,972 Est. Cost $121.87 Unrealized
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $515 Shares 6,956 Est. Cost $64.37 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $503 Shares 8,745 Est. Cost $30.14 Unrealized +58.0%
NFLX NETFLIX INC COM 0.2%
Value ($000) $489 Shares 908 Est. Cost $33.97 Unrealized +56.2%
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value ($000) $480 Shares 3,045 Est. Cost $82.20 Unrealized +60.6%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.2%
Value ($000) $477 Shares 3,738 Est. Cost $97.65 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value ($000) $475 Shares 3,047 Est. Cost $104.04 Unrealized +22.4%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $467 Shares 5,617 Est. Cost $70.04 Unrealized -7.3%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $459 Shares 2,630 Est. Cost $110.19 Unrealized +39.7%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $458 Shares 5,029 Est. Cost $64.54 Unrealized +24.5%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.2%
Value ($000) $458 Shares 8,720 Est. Cost $39.56 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $456 Shares 5,326 Est. Cost $66.02 Unrealized +14.3%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $455 Shares 8,742 Est. Cost $57.81 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.2%
Value ($000) $454 Shares 2,092 Est. Cost $158.88 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $445 Shares 1,757 Est. Cost $123.09 Unrealized +80.3%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $443 Shares 6,143 Est. Cost $51.60 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $442 Shares 3,776 Est. Cost $77.55 Unrealized +31.1%
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value ($000) $441 Shares 4,972 Est. Cost $60.28 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.2%
Value ($000) $440 Shares 2,787 Est. Cost $147.85 Unrealized
BHP BHP BILLITON LTD SPONSORED ADR 0.2%
Value ($000) $439 Shares 5,786 Est. Cost $65.40 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $428 Shares 5,827 Est. Cost $56.01 Unrealized +22.9%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $428 Shares 1,499 Est. Cost $142.46 Unrealized +79.0%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $418 Shares 4,971 Est. Cost $57.85 Unrealized +15.5%
SO SOUTHERN COMPANY 0.2%
Value ($000) $417 Shares 7,364 Est. Cost $37.77 Unrealized +31.9%
CDK GLOBAL INC COM 0.2%
Value ($000) $415 Shares 8,282 Est. Cost $48.07 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $411 Shares 8,600 Est. Cost $38.09 Unrealized +12.6%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $408 Shares 7,852 Est. Cost $49.72 Unrealized -16.7%
ABT ABBOTT LABS COM 0.2%
Value ($000) $405 Shares 3,380 Est. Cost $65.62 Unrealized +65.5%
BWX SPDR SERIES TRUST BRCLYS INTL ETF 0.2%
Value ($000) $402 Shares 13,440 Est. Cost $29.17 Unrealized
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.2%
Value ($000) $392 Shares 2,498 Est. Cost $103.20 Unrealized
CLX CLOROX CO DEL COM 0.2%
Value ($000) $385 Shares 2,125 Est. Cost $128.14 Unrealized +28.8%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $384 Shares 3,103 Est. Cost $110.89 Unrealized
DVY ISHARES TR INDEX DJ SEL DIV INX 0.2%
Value ($000) $378 Shares 3,594 Est. Cost $85.23 Unrealized
TROW T. ROWE PRICE GROUP INC 0.2%
Value ($000) $375 Shares 2,314 Est. Cost $74.69 Unrealized +76.6%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $372 Shares 1,455 Est. Cost $170.78 Unrealized +40.6%
ETN EATON CORP CMN 0.2%
Value ($000) $369 Shares 2,835 Est. Cost $70.07 Unrealized +69.7%
PPG PPG INDS INC COM 0.2%
Value ($000) $359 Shares 2,666 Est. Cost $96.20 Unrealized +35.2%
IWD ISHARES TR RUSSELL1000VAL 0.2%
Value ($000) $349 Shares 2,437 Est. Cost $136.64 Unrealized
SPIP SPDR SERIES TRUST PORTFLI TIPS ETF 0.2%
Value ($000) $346 Shares 11,316 Est. Cost $31.04 Unrealized
GWW GRAINGER W.W. INC 0.2%
Value ($000) $344 Shares 922 Est. Cost $269.65 Unrealized +36.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $328 Shares 992 Est. Cost $260.44 Unrealized +26.6%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $324 Shares 4,612 Est. Cost $60.19 Unrealized
VIGI VANGUARD WHITEHALL INTL DIVIDEND ETF 0.1%
Value ($000) $321 Shares 3,935 Est. Cost $57.76 Unrealized
ARKG ARK ETF TR GENOMIC REV ETF 0.1%
Value ($000) $310 Shares 3,318 Est. Cost $64.35 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $305 Shares 4,200 Est. Cost $57.49 Unrealized +14.9%
XBI SPDR SERIES TRUST S&P BIOTECH 0.1%
Value ($000) $303 Shares 2,043 Est. Cost $140.48 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $303 Shares 5,036 Est. Cost $46.24 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $303 Shares 4,430 Est. Cost $62.62 Unrealized -6.6%
PLD PROLOGIS INC COM 0.1%
Value ($000) $301 Shares 3,038 Est. Cost $62.56 Unrealized +41.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $294 Shares 1,233 Est. Cost $162.31 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value ($000) $293 Shares 2,168 Est. Cost $85.61 Unrealized +45.3%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $282 Shares 5,175 Est. Cost $48.60 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $282 Shares 4,376 Est. Cost $49.38 Unrealized +22.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $279 Shares 4,542 Est. Cost $60.03 Unrealized -11.1%
GS GOLDMAN SACHS 0.1%
Value ($000) $269 Shares 842 Est. Cost $197.01 Unrealized +40.6%
ISHARES GOLD TRUST ISHARES 0.1%
Value ($000) $266 Shares 16,150 Est. Cost $17.34 Unrealized
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $265 Shares 4,792 Est. Cost $36.10 Unrealized +47.5%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $264 Shares 7,229 Est. Cost $17.13 Unrealized +112.7%
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $263 Shares 1,813 Est. Cost $115.62 Unrealized +15.2%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $260 Shares 3,650 Est. Cost $46.07 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $259 Shares 1,781 Est. Cost $100.37 Unrealized +33.6%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $259 Shares 1,499 Est. Cost $99.52 Unrealized +52.1%
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $256 Shares 3,330 Est. Cost $57.19 Unrealized 0.0%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.1%
Value ($000) $250 Shares 1,584 Est. Cost $142.68 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $248 Shares 6,492 Est. Cost $30.87 Unrealized +8.8%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.1%
Value ($000) $245 Shares 1,652 Est. Cost $142.10 Unrealized +5.9%
INTU INTUIT COM 0.1%
Value ($000) $244 Shares 625 Est. Cost $304.46 Unrealized +22.8%
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value ($000) $242 Shares 3,687 Est. Cost $54.21 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $239 Shares 666 Est. Cost $46.72 Unrealized +27.2%
LOW LOWES COMPANIES 0.1%
Value ($000) $233 Shares 1,457 Est. Cost $139.87 Unrealized +12.2%
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $233 Shares 2,680 Est. Cost $139.18 Unrealized
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $229 Shares 2,480 Est. Cost $90.73 Unrealized
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $228 Shares 1,700 Est. Cost $127.65 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $227 Shares 2,649 Est. Cost $88.26 Unrealized
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $226 Shares 434 Est. Cost $451.27 Unrealized +11.0%
TE CONNECTIVITY LTD REG SHS 0.1%
Value ($000) $225 Shares 1,725 Est. Cost $120.62 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $220 Shares 3,270 Est. Cost $68.37 Unrealized 0.0%
EFV ISHARES TR MSCI VAL IDX 0.1%
Value ($000) $219 Shares 4,445 Est. Cost $47.24 Unrealized
LINDE AG A PLC 0.1%
Value ($000) $218 Shares 893 Est. Cost $213.36 Unrealized
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $217 Shares 4,700 Est. Cost $41.17 Unrealized +11.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $216 Shares 2,511 Est. Cost $88.47 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $214 Shares 3,623 Est. Cost $39.03 Unrealized +17.4%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $213 Shares 1,437 Est. Cost $131.67 Unrealized 0.0%
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $212 Shares 1,058 Est. Cost $135.22 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $212 Shares 6,296 Est. Cost $40.31 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $212 Shares 2,048 Est. Cost $92.76 Unrealized +4.2%
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $211 Shares 1,302 Est. Cost $177.53 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $211 Shares 976 Est. Cost $158.08 Unrealized +21.6%
EFAV ISHARES TR MSCI EAFE MINIMUMVOLATILITY ETF 0.1%
Value ($000) $210 Shares 2,937 Est. Cost $73.54 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.1%
Value ($000) $206 Shares 2,176 Est. Cost $96.08 Unrealized
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $205 Shares 575 Est. Cost $356.52 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $200 Shares 3,143 Est. Cost $47.48 Unrealized +27.9%
VTRS VIATRIS INC COM 0.1%
Value ($000) $156 Shares 10,519 Est. Cost $13.33 Unrealized -0.1%