Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 29, 2021

Total Value ($000): $258,650 (100.0% shares, 0.0% debt)

Holdings (210)

CVX CHEVRON COM 5.4%
Value ($000) $13,879 Shares 133,721 Est. Cost $81.55 Unrealized +6.8%
AAPL APPLE COMPUTER INC. CMN. 5.3%
Value ($000) $13,591 Shares 109,065 Est. Cost $91.57 Unrealized +38.1%
JNJ JOHNSON & JOHNSON COM 4.9%
Value ($000) $12,587 Shares 74,371 Est. Cost $116.63 Unrealized +24.2%
XOM EXXON MOBIL CORPORATION 3.9%
Value ($000) $10,002 Shares 171,377 Est. Cost $51.89 Unrealized -3.6%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.3%
Value ($000) $8,493 Shares 43,331 Est. Cost $122.36 Unrealized +44.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.9%
Value ($000) $7,412 Shares 17 Est. Cost $313083.50 Unrealized +34.3%
TGT TARGET CORPORATION 2.8%
Value ($000) $7,326 Shares 32,284 Est. Cost $79.62 Unrealized +140.5%
MSFT MICROSOFT COM 2.4%
Value ($000) $6,281 Shares 25,157 Est. Cost $116.02 Unrealized +110.9%
HD HOME DEPOT COM 2.2%
Value ($000) $5,776 Shares 18,112 Est. Cost $184.89 Unrealized +53.5%
PG PROCTER & GAMBLE CO. 1.6%
Value ($000) $4,188 Shares 31,055 Est. Cost $93.41 Unrealized +29.2%
VRSK VERISK ANALYTICS INC CL A 1.6%
Value ($000) $4,108 Shares 23,766 Est. Cost $172.13 Unrealized 0.0%
JPM JP MORGAN CHASE & CO COM 1.4%
Value ($000) $3,517 Shares 21,411 Est. Cost $88.65 Unrealized +57.6%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $3,461 Shares 1,074 Est. Cost $90.26 Unrealized +84.1%
V VISA INC COM CL A 1.3%
Value ($000) $3,284 Shares 14,446 Est. Cost $150.18 Unrealized +47.1%
GOOG ALPHABET INC. 1.2%
Value ($000) $3,065 Shares 1,271 Est. Cost $59.88 Unrealized +97.6%
PEP PEPSICO INC 1.1%
Value ($000) $2,926 Shares 19,783 Est. Cost $99.45 Unrealized +26.9%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $2,908 Shares 1,234 Est. Cost $55.63 Unrealized +108.4%
LLY LILLY ELI & COMPANY 1.1%
Value ($000) $2,743 Shares 13,732 Est. Cost $103.78 Unrealized +84.9%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.0%
Value ($000) $2,707 Shares 7,011 Est. Cost $263.60 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $2,435 Shares 7,291 Est. Cost $211.53 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $2,356 Shares 31,049 Est. Cost $61.05 Unrealized +5.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.9%
Value ($000) $2,355 Shares 26,546 Est. Cost $57.09 Unrealized +32.6%
META FACEBOOK INC CL A 0.9%
Value ($000) $2,224 Shares 6,766 Est. Cost $161.65 Unrealized +97.1%
IVV ISHARES TR S&P 500 INDEX 0.8%
Value ($000) $2,191 Shares 5,197 Est. Cost $285.66 Unrealized
WMT WAL-MART 0.8%
Value ($000) $1,989 Shares 14,008 Est. Cost $37.83 Unrealized +15.8%
DIS DISNEY WALT CO COM 0.8%
Value ($000) $1,985 Shares 11,113 Est. Cost $116.99 Unrealized +50.2%
IWM ISHARES TR RUSSELL 2000 0.8%
Value ($000) $1,946 Shares 8,627 Est. Cost $141.63 Unrealized
USB US BANCORP DEL COM NEW 0.7%
Value ($000) $1,922 Shares 31,622 Est. Cost $38.23 Unrealized +24.8%
PFE PFIZER INC COM 0.7%
Value ($000) $1,917 Shares 49,516 Est. Cost $29.61 Unrealized +4.7%
DE DEERE & CO COM 0.7%
Value ($000) $1,861 Shares 5,154 Est. Cost $147.26 Unrealized +132.8%
SPY SPDR TR UNIT SER 1 0.7%
Value ($000) $1,849 Shares 4,402 Est. Cost $286.29 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.7%
Value ($000) $1,829 Shares 3,624 Est. Cost $250.74 Unrealized +105.6%
NSC NORFOLK SOUTHERN CORP COM 0.7%
Value ($000) $1,815 Shares 6,463 Est. Cost $158.46 Unrealized +58.0%
CSCO CISCO 0.7%
Value ($000) $1,748 Shares 33,040 Est. Cost $39.57 Unrealized +15.8%
IBM INTL BUSINESS MACHINES COM 0.7%
Value ($000) $1,745 Shares 12,137 Est. Cost $92.90 Unrealized +22.1%
KMB KIMBERLY - CLARK CORP 0.7%
Value ($000) $1,741 Shares 13,323 Est. Cost $90.91 Unrealized +23.6%
CVS CVS CORP. 0.7%
Value ($000) $1,732 Shares 20,031 Est. Cost $55.13 Unrealized +27.8%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,622 Shares 6,938 Est. Cost $162.03 Unrealized +29.2%
UNP UNION PAC CORP COM 0.6%
Value ($000) $1,495 Shares 6,656 Est. Cost $131.95 Unrealized +51.9%
IVW ISHARES TR S&P 500 GRWT ETF 0.6%
Value ($000) $1,469 Shares 21,316 Est. Cost $89.91 Unrealized
VO VANGUARD MID CAP ETF 0.6%
Value ($000) $1,465 Shares 6,263 Est. Cost $154.30 Unrealized
CAT CATERPILLAR INC COM 0.6%
Value ($000) $1,439 Shares 5,968 Est. Cost $119.44 Unrealized +77.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $1,439 Shares 4,971 Est. Cost $207.95 Unrealized +34.4%
SYK STRYKER CORP 0.5%
Value ($000) $1,410 Shares 5,520 Est. Cost $169.10 Unrealized +44.0%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,382 Shares 24,099 Est. Cost $33.09 Unrealized +48.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,372 Shares 4,861 Est. Cost $181.02 Unrealized +48.1%
MCO MOODYS CORP COM 0.5%
Value ($000) $1,352 Shares 4,032 Est. Cost $141.79 Unrealized +125.9%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,345 Shares 3,729 Est. Cost $220.12 Unrealized +64.6%
BMY BRISTOL MYERS SQUIBB 0.5%
Value ($000) $1,316 Shares 20,025 Est. Cost $40.91 Unrealized +31.7%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $1,289 Shares 5,582 Est. Cost $134.65 Unrealized +42.7%
INTC INTEL COM 0.5%
Value ($000) $1,268 Shares 22,206 Est. Cost $42.30 Unrealized +26.7%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $1,264 Shares 11,837 Est. Cost $86.43 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.5%
Value ($000) $1,253 Shares 5,630 Est. Cost $148.31 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.5%
Value ($000) $1,180 Shares 17,698 Est. Cost $49.10 Unrealized
T AT&T INC COM 0.4%
Value ($000) $1,154 Shares 39,225 Est. Cost $14.54 Unrealized +16.8%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $1,149 Shares 4,417 Est. Cost $98.79 Unrealized +166.7%
NOBL PROSHARES TR S&P 500 DV ARIST 0.4%
Value ($000) $1,135 Shares 12,305 Est. Cost $66.66 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $1,128 Shares 20,401 Est. Cost $39.16 Unrealized +20.7%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $1,120 Shares 9,832 Est. Cost $70.79 Unrealized +43.6%
SON SONOCO PRODS CO COM 0.4%
Value ($000) $1,111 Shares 16,465 Est. Cost $46.46 Unrealized +20.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,111 Shares 5,097 Est. Cost $173.00 Unrealized +13.1%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,107 Shares 4,323 Est. Cost $99.89 Unrealized +117.4%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,081 Shares 11,300 Est. Cost $57.46 Unrealized +48.8%
SCHW SCHWAB CHARLES CORP NEW COM 0.4%
Value ($000) $1,068 Shares 14,471 Est. Cost $36.26 Unrealized +83.7%
MUB ISHARES TR NATIONAL MUN ETF 0.4%
Value ($000) $1,067 Shares 9,120 Est. Cost $115.95 Unrealized
BLACKROCK INC COM 0.4%
Value ($000) $1,048 Shares 1,195 Est. Cost $591.18 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $1,044 Shares 9,225 Est. Cost $69.18 Unrealized +37.0%
NVDA NVIDIA CORP 0.4%
Value ($000) $1,030 Shares 1,585 Est. Cost $5.66 Unrealized +182.4%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,004 Shares 2,437 Est. Cost $237.36 Unrealized +55.5%
AVGO BROADCOM INC 0.4%
Value ($000) $998 Shares 2,113 Est. Cost $27.77 Unrealized +51.4%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $990 Shares 5,310 Est. Cost $104.68 Unrealized +60.5%
AMGN AMGEN INC COM 0.4%
Value ($000) $987 Shares 4,148 Est. Cost $156.77 Unrealized +35.5%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $984 Shares 17,424 Est. Cost $39.75 Unrealized +9.2%
MMM 3M COMPANY COM 0.4%
Value ($000) $982 Shares 4,836 Est. Cost $123.38 Unrealized +13.8%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.4%
Value ($000) $960 Shares 18,314 Est. Cost $38.81 Unrealized
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.4%
Value ($000) $935 Shares 11,286 Est. Cost $79.65 Unrealized
CRM SALESFORCE COM INC COM 0.4%
Value ($000) $926 Shares 3,889 Est. Cost $188.29 Unrealized +20.9%
NKE NIKE INC CL B 0.4%
Value ($000) $920 Shares 6,740 Est. Cost $68.88 Unrealized +82.5%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $919 Shares 3,698 Est. Cost $141.33 Unrealized
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.4%
Value ($000) $915 Shares 5,877 Est. Cost $117.66 Unrealized
BAC BANK OF AMERICA CORP COM 0.3%
Value ($000) $864 Shares 20,377 Est. Cost $24.35 Unrealized +50.1%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $845 Shares 18,093 Est. Cost $38.61 Unrealized +3.5%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $837 Shares 3,609 Est. Cost $142.35 Unrealized +44.0%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $829 Shares 13,056 Est. Cost $38.86 Unrealized +40.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $818 Shares 1,742 Est. Cost $267.47 Unrealized +74.2%
CI CIGNA CORP NEW 0.3%
Value ($000) $792 Shares 3,062 Est. Cost $170.65 Unrealized +34.6%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value ($000) $773 Shares 3,019 Est. Cost $162.68 Unrealized
DOV DOVER CORP 0.3%
Value ($000) $766 Shares 5,084 Est. Cost $80.22 Unrealized +73.4%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $765 Shares 4,024 Est. Cost $153.13 Unrealized +11.6%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $763 Shares 9,114 Est. Cost $55.81 Unrealized +31.6%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.3%
Value ($000) $747 Shares 6,622 Est. Cost $73.24 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $739 Shares 15,029 Est. Cost $30.36 Unrealized +11.9%
DD DUPONT DE NEMOURS INC (NEW) 0.3%
Value ($000) $726 Shares 8,590 Est. Cost $21.09 Unrealized +45.0%
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $695 Shares 6,963 Est. Cost $81.15 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $691 Shares 1,807 Est. Cost $281.77 Unrealized +20.1%
ECL ECOLAB INC COM 0.3%
Value ($000) $654 Shares 3,041 Est. Cost $148.39 Unrealized +39.0%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $653 Shares 3,352 Est. Cost $102.20 Unrealized +55.3%
BA BOEING CO COM 0.2%
Value ($000) $645 Shares 2,612 Est. Cost $344.54 Unrealized -29.8%
TROW T. ROWE PRICE GROUP INC 0.2%
Value ($000) $634 Shares 3,314 Est. Cost $97.85 Unrealized +54.8%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $630 Shares 10,206 Est. Cost $29.38 Unrealized +60.2%
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value ($000) $630 Shares 2,939 Est. Cost $82.20 Unrealized +99.7%
IJH ISHARES TR S&P MIDCAP 400 0.2%
Value ($000) $616 Shares 2,260 Est. Cost $172.66 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $604 Shares 6,026 Est. Cost $68.10 Unrealized +23.2%
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value ($000) $593 Shares 3,132 Est. Cost $105.28 Unrealized +42.5%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $584 Shares 4,341 Est. Cost $69.07 Unrealized +76.8%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $575 Shares 10,320 Est. Cost $49.11 Unrealized -3.9%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $569 Shares 2,625 Est. Cost $110.19 Unrealized +60.3%
GENERAL ELECTRIC COM 0.2%
Value ($000) $567 Shares 40,329 Est. Cost $8.24 Unrealized
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $560 Shares 6,928 Est. Cost $64.37 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $546 Shares 7,713 Est. Cost $86.14 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.2%
Value ($000) $532 Shares 3,693 Est. Cost $97.65 Unrealized
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $527 Shares 4,972 Est. Cost $121.87 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $520 Shares 7,951 Est. Cost $30.14 Unrealized +82.7%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $519 Shares 8,651 Est. Cost $57.81 Unrealized
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $516 Shares 825 Est. Cost $103.48 Unrealized +109.8%
DEO DIAGEO P L C SPON ADR NEW 0.2%
Value ($000) $502 Shares 2,601 Est. Cost $147.85 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $500 Shares 8,829 Est. Cost $38.37 Unrealized +27.8%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $493 Shares 4,873 Est. Cost $64.54 Unrealized +36.8%
SO SOUTHERN COMPANY 0.2%
Value ($000) $486 Shares 7,604 Est. Cost $38.28 Unrealized +40.5%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $484 Shares 5,742 Est. Cost $70.06 Unrealized +0.7%
BWX SPDR SERIES TRUST BRCLYS INTL ETF 0.2%
Value ($000) $482 Shares 16,157 Est. Cost $29.28 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $481 Shares 955 Est. Cost $34.81 Unrealized +46.8%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $481 Shares 6,143 Est. Cost $51.60 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value ($000) $481 Shares 4,972 Est. Cost $60.28 Unrealized
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.2%
Value ($000) $480 Shares 8,911 Est. Cost $39.87 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $479 Shares 1,860 Est. Cost $128.92 Unrealized +77.1%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $479 Shares 4,971 Est. Cost $57.85 Unrealized +32.1%
BHP BHP BILLITON LTD SPONSORED ADR 0.2%
Value ($000) $474 Shares 6,397 Est. Cost $66.23 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.2%
Value ($000) $469 Shares 2,092 Est. Cost $158.88 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $466 Shares 3,682 Est. Cost $77.55 Unrealized +41.2%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $461 Shares 6,291 Est. Cost $56.79 Unrealized +17.1%
PPG PPG INDS INC COM 0.2%
Value ($000) $460 Shares 2,561 Est. Cost $96.20 Unrealized +62.5%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $459 Shares 1,497 Est. Cost $142.46 Unrealized +98.6%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $458 Shares 1,526 Est. Cost $174.96 Unrealized +49.0%
ARKK ARK ETF TR INNOVATION ETF 0.2%
Value ($000) $453 Shares 4,041 Est. Cost $73.87 Unrealized
ETN EATON CORP CMN 0.2%
Value ($000) $449 Shares 3,090 Est. Cost $75.34 Unrealized +77.8%
DVY ISHARES TR INDEX DJ SEL DIV INX 0.2%
Value ($000) $442 Shares 3,651 Est. Cost $85.79 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $436 Shares 3,742 Est. Cost $69.65 Unrealized +54.0%
CDK GLOBAL INC COM 0.2%
Value ($000) $434 Shares 8,282 Est. Cost $48.07 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $434 Shares 3,103 Est. Cost $110.89 Unrealized
GWW GRAINGER W.W. INC 0.2%
Value ($000) $426 Shares 922 Est. Cost $269.65 Unrealized +55.8%
EFV ISHARES TR MSCI VAL IDX 0.2%
Value ($000) $426 Shares 7,905 Est. Cost $50.15 Unrealized
SPIP SPDR SERIES TRUST PORTFLI TIPS ETF 0.2%
Value ($000) $419 Shares 13,458 Est. Cost $31.05 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.2%
Value ($000) $392 Shares 2,437 Est. Cost $136.64 Unrealized
GS GOLDMAN SACHS 0.1%
Value ($000) $380 Shares 1,022 Est. Cost $218.57 Unrealized +46.1%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $375 Shares 2,125 Est. Cost $128.14 Unrealized +22.9%
O REALTY INCOME CORP COM 0.1%
Value ($000) $375 Shares 5,488 Est. Cost $46.70 Unrealized +11.0%
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.1%
Value ($000) $373 Shares 2,458 Est. Cost $103.20 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $364 Shares 961 Est. Cost $260.44 Unrealized +37.9%
PLD PROLOGIS INC COM 0.1%
Value ($000) $359 Shares 3,046 Est. Cost $62.56 Unrealized +63.6%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $348 Shares 2,168 Est. Cost $85.61 Unrealized +72.7%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $346 Shares 4,500 Est. Cost $60.19 Unrealized
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $346 Shares 620 Est. Cost $481.54 Unrealized +14.7%
VIGI VANGUARD WHITEHALL INTL DIVIDEND ETF 0.1%
Value ($000) $345 Shares 3,935 Est. Cost $57.76 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $342 Shares 4,495 Est. Cost $62.62 Unrealized +0.1%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $340 Shares 4,315 Est. Cost $49.38 Unrealized +49.1%
STT STATE STREET CORP 0.1%
Value ($000) $339 Shares 3,900 Est. Cost $57.49 Unrealized +26.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $321 Shares 4,073 Est. Cost $62.72 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $316 Shares 5,175 Est. Cost $48.60 Unrealized
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.1%
Value ($000) $308 Shares 1,750 Est. Cost $145.84 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $308 Shares 1,781 Est. Cost $100.37 Unrealized +50.1%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $301 Shares 6,541 Est. Cost $17.13 Unrealized +145.0%
INTU INTUIT COM 0.1%
Value ($000) $298 Shares 677 Est. Cost $313.44 Unrealized +34.5%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $288 Shares 3,650 Est. Cost $46.07 Unrealized
ARKG ARK ETF TR GENOMIC REV ETF 0.1%
Value ($000) $278 Shares 3,400 Est. Cost $64.77 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $278 Shares 3,270 Est. Cost $68.37 Unrealized +19.0%
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $277 Shares 1,736 Est. Cost $115.62 Unrealized +22.2%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $272 Shares 4,792 Est. Cost $36.10 Unrealized +53.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $269 Shares 3,149 Est. Cost $87.85 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $268 Shares 3,330 Est. Cost $57.19 Unrealized +15.4%
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value ($000) $268 Shares 3,687 Est. Cost $54.21 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $267 Shares 1,369 Est. Cost $139.87 Unrealized +28.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $265 Shares 4,008 Est. Cost $60.03 Unrealized -6.9%
LINDE AG A PLC 0.1%
Value ($000) $259 Shares 863 Est. Cost $213.36 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $258 Shares 5,913 Est. Cost $30.87 Unrealized +24.1%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $258 Shares 1,361 Est. Cost $99.52 Unrealized +65.0%
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $257 Shares 1,700 Est. Cost $127.65 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $254 Shares 564 Est. Cost $429.90 Unrealized 0.0%
XBI SPDR SERIES TRUST S&P BIOTECH 0.1%
Value ($000) $253 Shares 1,970 Est. Cost $140.48 Unrealized
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $250 Shares 2,480 Est. Cost $90.73 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $250 Shares 1,171 Est. Cost $162.31 Unrealized
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $248 Shares 2,680 Est. Cost $139.18 Unrealized
SPHY SPDR SER TR PORTFLI HIGH YLD 0.1%
Value ($000) $248 Shares 9,284 Est. Cost $26.71 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $248 Shares 3,623 Est. Cost $39.03 Unrealized +30.8%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $246 Shares 2,048 Est. Cost $92.76 Unrealized +16.5%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $242 Shares 666 Est. Cost $46.72 Unrealized +26.8%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $238 Shares 930 Est. Cost $158.08 Unrealized +40.0%
TE CONNECTIVITY LTD REG SHS 0.1%
Value ($000) $235 Shares 1,726 Est. Cost $120.62 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.1%
Value ($000) $235 Shares 1,652 Est. Cost $142.10 Unrealized +3.1%
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value ($000) $234 Shares 1,666 Est. Cost $128.51 Unrealized 0.0%
APTIV PLC 0.1%
Value ($000) $234 Shares 1,555 Est. Cost $150.48 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $234 Shares 2,649 Est. Cost $88.26 Unrealized
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $234 Shares 2,875 Est. Cost $136.42 Unrealized
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $233 Shares 4,700 Est. Cost $41.17 Unrealized +18.6%
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $230 Shares 1,054 Est. Cost $135.22 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $229 Shares 2,924 Est. Cost $47.48 Unrealized +51.0%
EFAV ISHARES TR MSCI EAFE MINIMUMVOLATILITY ETF 0.1%
Value ($000) $225 Shares 2,937 Est. Cost $73.54 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $223 Shares 1,500 Est. Cost $124.99 Unrealized 0.0%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $221 Shares 5,095 Est. Cost $34.67 Unrealized 0.0%
DGRO ISHARES DIVIDEND GROWTH ETF 0.1%
Value ($000) $220 Shares 4,323 Est. Cost $50.89 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $216 Shares 2,812 Est. Cost $76.81 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.1%
Value ($000) $216 Shares 5,063 Est. Cost $36.53 Unrealized 0.0%
MS MORGAN STANLEY DEAN WITTER 0.1%
Value ($000) $214 Shares 2,350 Est. Cost $73.70 Unrealized 0.0%
JACOBS ENGR GROUP INC DEL COM 0.1%
Value ($000) $213 Shares 1,500 Est. Cost $142.00 Unrealized
EES WISDOMTREE TRUST SMLCAP EARN FD 0.1%
Value ($000) $210 Shares 4,200 Est. Cost $50.00 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $209 Shares 737 Est. Cost $262.94 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $208 Shares 4,002 Est. Cost $43.85 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.1%
Value ($000) $208 Shares 2,212 Est. Cost $96.05 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $206 Shares 1,437 Est. Cost $131.67 Unrealized +5.6%
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value ($000) $203 Shares 1,100 Est. Cost $184.55 Unrealized