Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 20, 2021

Total Value ($000): $274,967 (100.0% shares, 0.0% debt)

Holdings (207)

AAPL APPLE INC 6.0%
Value ($000) $16,492 Shares 108,622 Est. Cost $91.57 Unrealized +57.2%
CVX CHEVRON CORP NEW 4.8%
Value ($000) $13,072 Shares 135,084 Est. Cost $81.57 Unrealized +2.1%
JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $12,914 Shares 74,594 Est. Cost $116.63 Unrealized +28.8%
XOM EXXON MOBIL CORP 3.4%
Value ($000) $9,473 Shares 173,745 Est. Cost $51.84 Unrealized -6.6%
ADP AUTOMATIC DATA PROCESSING IN 3.3%
Value ($000) $9,058 Shares 43,331 Est. Cost $122.36 Unrealized +53.4%
TGT TARGET CORP 2.9%
Value ($000) $7,947 Shares 32,174 Est. Cost $79.62 Unrealized +176.2%
MSFT MICROSOFT CORP 2.7%
Value ($000) $7,543 Shares 24,988 Est. Cost $116.02 Unrealized +142.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $7,308 Shares 17 Est. Cost $313083.50 Unrealized +35.0%
IVV ISHARES TR 2.2%
Value ($000) $6,083 Shares 13,408 Est. Cost $388.56 Unrealized
HD HOME DEPOT INC 2.1%
Value ($000) $5,869 Shares 17,994 Est. Cost $184.89 Unrealized +59.3%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $4,442 Shares 31,196 Est. Cost $93.41 Unrealized +36.2%
AMZN AMAZON COM INC 1.4%
Value ($000) $3,745 Shares 1,079 Est. Cost $90.26 Unrealized +91.1%
VRSK VERISK ANALYTICS INC 1.3%
Value ($000) $3,686 Shares 18,266 Est. Cost $172.13 Unrealized +9.4%
GOOG ALPHABET INC 1.3%
Value ($000) $3,605 Shares 1,239 Est. Cost $59.88 Unrealized +128.5%
GOOGL ALPHABET INC 1.3%
Value ($000) $3,499 Shares 1,209 Est. Cost $55.63 Unrealized +142.8%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $3,481 Shares 21,765 Est. Cost $89.49 Unrealized +56.8%
LLY LILLY ELI & CO 1.3%
Value ($000) $3,467 Shares 13,425 Est. Cost $103.78 Unrealized +128.0%
V VISA INC 1.2%
Value ($000) $3,274 Shares 14,291 Est. Cost $150.18 Unrealized +51.1%
PEP PEPSICO INC 1.1%
Value ($000) $3,058 Shares 19,548 Est. Cost $99.45 Unrealized +35.7%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $2,770 Shares 7,291 Est. Cost $211.53 Unrealized
META FACEBOOK INC 0.9%
Value ($000) $2,594 Shares 6,837 Est. Cost $163.68 Unrealized +118.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $2,410 Shares 3,632 Est. Cost $250.74 Unrealized +151.0%
MRK MERCK & CO INC 0.9%
Value ($000) $2,404 Shares 31,514 Est. Cost $61.13 Unrealized +8.2%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $2,362 Shares 5,691 Est. Cost $263.60 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $2,333 Shares 50,658 Est. Cost $29.74 Unrealized +19.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $2,312 Shares 27,278 Est. Cost $57.64 Unrealized +34.3%
DIS DISNEY WALT CO 0.8%
Value ($000) $2,065 Shares 11,388 Est. Cost $118.37 Unrealized +47.1%
WMT WALMART INC 0.7%
Value ($000) $2,054 Shares 13,874 Est. Cost $37.83 Unrealized +20.2%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $1,981 Shares 4,386 Est. Cost $286.29 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $1,978 Shares 33,500 Est. Cost $39.70 Unrealized +24.0%
IWM ISHARES TR 0.7%
Value ($000) $1,978 Shares 8,756 Est. Cost $142.87 Unrealized
DE DEERE & CO 0.7%
Value ($000) $1,947 Shares 5,150 Est. Cost $147.26 Unrealized +130.4%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $1,860 Shares 13,499 Est. Cost $91.23 Unrealized +26.6%
USB US BANCORP DEL 0.6%
Value ($000) $1,785 Shares 31,124 Est. Cost $38.23 Unrealized +22.1%
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,746 Shares 20,205 Est. Cost $55.13 Unrealized +31.6%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $1,733 Shares 6,992 Est. Cost $164.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,693 Shares 12,060 Est. Cost $92.90 Unrealized +20.7%
IVW ISHARES TR 0.6%
Value ($000) $1,675 Shares 21,316 Est. Cost $89.91 Unrealized
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $1,665 Shares 4,947 Est. Cost $183.19 Unrealized +66.8%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,647 Shares 6,936 Est. Cost $162.03 Unrealized +33.2%
NSC NORFOLK SOUTHN CORP 0.6%
Value ($000) $1,632 Shares 6,437 Est. Cost $158.46 Unrealized +47.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,544 Shares 5,403 Est. Cost $213.78 Unrealized +31.4%
MCO MOODYS CORP 0.6%
Value ($000) $1,532 Shares 4,024 Est. Cost $141.79 Unrealized +156.2%
SYK STRYKER CORPORATION 0.6%
Value ($000) $1,529 Shares 5,520 Est. Cost $169.10 Unrealized +50.9%
VB VANGUARD INDEX FDS 0.6%
Value ($000) $1,514 Shares 6,691 Est. Cost $160.67 Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $1,460 Shares 24,065 Est. Cost $33.09 Unrealized +55.3%
UNP UNION PAC CORP 0.5%
Value ($000) $1,450 Shares 6,688 Est. Cost $131.95 Unrealized +48.0%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,385 Shares 20,714 Est. Cost $41.38 Unrealized +32.5%
IJH ISHARES TR 0.5%
Value ($000) $1,380 Shares 5,016 Est. Cost $228.96 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,379 Shares 6,160 Est. Cost $16.84 Unrealized +23.0%
DHR DANAHER CORPORATION 0.5%
Value ($000) $1,358 Shares 4,188 Est. Cost $99.89 Unrealized +167.1%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,310 Shares 5,649 Est. Cost $135.36 Unrealized +43.8%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,294 Shares 12,029 Est. Cost $86.77 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $1,281 Shares 6,072 Est. Cost $120.69 Unrealized +59.2%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,271 Shares 4,404 Est. Cost $98.79 Unrealized +186.5%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,204 Shares 3,477 Est. Cost $220.12 Unrealized +61.2%
IJR ISHARES TR 0.4%
Value ($000) $1,192 Shares 10,609 Est. Cost $87.94 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,191 Shares 11,290 Est. Cost $57.46 Unrealized +58.7%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,183 Shares 5,078 Est. Cost $173.00 Unrealized +20.1%
NOBL PROSHARES TR 0.4%
Value ($000) $1,170 Shares 12,405 Est. Cost $66.66 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,166 Shares 21,583 Est. Cost $42.30 Unrealized +17.8%
ABBV ABBVIE INC 0.4%
Value ($000) $1,159 Shares 9,593 Est. Cost $70.26 Unrealized +38.4%
BLACKROCK INC 0.4%
Value ($000) $1,158 Shares 1,227 Est. Cost $600.38 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,156 Shares 9,838 Est. Cost $70.79 Unrealized +49.3%
IEMG ISHARES INC 0.4%
Value ($000) $1,141 Shares 17,800 Est. Cost $49.10 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,089 Shares 5,486 Est. Cost $107.16 Unrealized +69.8%
AVGO BROADCOM INC 0.4%
Value ($000) $1,087 Shares 2,187 Est. Cost $28.34 Unrealized +57.0%
NKE NIKE INC 0.4%
Value ($000) $1,084 Shares 6,579 Est. Cost $68.88 Unrealized +121.5%
SON SONOCO PRODS CO 0.4%
Value ($000) $1,075 Shares 16,465 Est. Cost $46.46 Unrealized +16.9%
KO COCA COLA CO 0.4%
Value ($000) $1,069 Shares 18,989 Est. Cost $39.16 Unrealized +24.6%
CRM SALESFORCE COM INC 0.4%
Value ($000) $1,058 Shares 3,986 Est. Cost $189.82 Unrealized +32.2%
MUB ISHARES TR 0.4%
Value ($000) $1,054 Shares 9,000 Est. Cost $115.95 Unrealized
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $1,044 Shares 14,332 Est. Cost $36.26 Unrealized +85.8%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,032 Shares 12,477 Est. Cost $79.95 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.4%
Value ($000) $1,029 Shares 19,614 Est. Cost $39.71 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,012 Shares 2,432 Est. Cost $237.36 Unrealized +62.1%
T AT&T INC 0.4%
Value ($000) $977 Shares 35,638 Est. Cost $14.54 Unrealized +10.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $966 Shares 17,555 Est. Cost $39.75 Unrealized +6.5%
VOOG VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $965 Shares 3,404 Est. Cost $141.33 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $955 Shares 1,722 Est. Cost $267.47 Unrealized +102.8%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $938 Shares 5,776 Est. Cost $117.66 Unrealized
MMM 3M CO 0.3%
Value ($000) $928 Shares 4,767 Est. Cost $123.38 Unrealized +11.3%
AMGN AMGEN INC 0.3%
Value ($000) $927 Shares 4,111 Est. Cost $156.77 Unrealized +27.7%
DOV DOVER CORP 0.3%
Value ($000) $899 Shares 5,156 Est. Cost $81.29 Unrealized +92.6%
IWF ISHARES TR 0.3%
Value ($000) $886 Shares 3,047 Est. Cost $162.68 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $840 Shares 3,609 Est. Cost $142.35 Unrealized +42.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $827 Shares 13,333 Est. Cost $39.21 Unrealized +41.4%
BAC BK OF AMERICA CORP 0.3%
Value ($000) $824 Shares 19,718 Est. Cost $24.35 Unrealized +48.2%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $813 Shares 17,801 Est. Cost $38.61 Unrealized +7.7%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $806 Shares 4,024 Est. Cost $153.13 Unrealized +16.6%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $764 Shares 3,412 Est. Cost $100.03 Unrealized +73.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $751 Shares 14,955 Est. Cost $30.36 Unrealized +12.0%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $750 Shares 6,903 Est. Cost $81.15 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $707 Shares 8,416 Est. Cost $60.59 Unrealized +18.6%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $683 Shares 8,754 Est. Cost $55.81 Unrealized +28.4%
ECL ECOLAB INC 0.2%
Value ($000) $683 Shares 3,030 Est. Cost $148.39 Unrealized +40.5%
CI CIGNA CORP NEW 0.2%
Value ($000) $660 Shares 3,121 Est. Cost $171.22 Unrealized +17.3%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $659 Shares 3,448 Est. Cost $103.83 Unrealized +54.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $655 Shares 1,822 Est. Cost $281.77 Unrealized +13.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $655 Shares 6,255 Est. Cost $68.80 Unrealized +26.8%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $645 Shares 8,718 Est. Cost $21.19 Unrealized +33.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $627 Shares 4,276 Est. Cost $69.07 Unrealized +86.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $619 Shares 3,165 Est. Cost $87.95 Unrealized +85.0%
IVE ISHARES TR 0.2%
Value ($000) $614 Shares 4,058 Est. Cost $151.31 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $612 Shares 3,633 Est. Cost $86.38 Unrealized +72.8%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $606 Shares 3,114 Est. Cost $105.28 Unrealized +48.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $587 Shares 1,289 Est. Cost $300.59 Unrealized +39.1%
IWP ISHARES TR 0.2%
Value ($000) $587 Shares 4,972 Est. Cost $121.87 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $585 Shares 10,246 Est. Cost $29.38 Unrealized +53.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $574 Shares 10,339 Est. Cost $49.11 Unrealized +0.4%
BA BOEING CO 0.2%
Value ($000) $563 Shares 2,562 Est. Cost $344.54 Unrealized -35.3%
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $557 Shares 7,795 Est. Cost $85.98 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $556 Shares 6,897 Est. Cost $64.37 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $548 Shares 4,791 Est. Cost $64.54 Unrealized +53.8%
NFLX NETFLIX INC 0.2%
Value ($000) $519 Shares 913 Est. Cost $34.81 Unrealized +58.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $519 Shares 5,037 Est. Cost $58.16 Unrealized +39.4%
TSLA TESLA INC 0.2%
Value ($000) $516 Shares 702 Est. Cost $103.48 Unrealized +127.4%
SO SOUTHERN CO 0.2%
Value ($000) $513 Shares 7,804 Est. Cost $38.70 Unrealized +41.3%
DEO DIAGEO PLC 0.2%
Value ($000) $512 Shares 2,668 Est. Cost $148.95 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $507 Shares 2,622 Est. Cost $110.19 Unrealized +51.3%
IWR ISHARES TR 0.2%
Value ($000) $503 Shares 6,143 Est. Cost $51.60 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $500 Shares 8,829 Est. Cost $38.37 Unrealized +28.8%
ITOT ISHARES TR 0.2%
Value ($000) $493 Shares 4,771 Est. Cost $60.28 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $493 Shares 4,041 Est. Cost $73.87 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $487 Shares 3,652 Est. Cost $77.55 Unrealized +46.3%
ABT ABBOTT LABS 0.2%
Value ($000) $479 Shares 3,790 Est. Cost $70.21 Unrealized +61.6%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $476 Shares 9,111 Est. Cost $40.14 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $467 Shares 6,082 Est. Cost $64.50 Unrealized
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $448 Shares 1,316 Est. Cost $142.46 Unrealized +114.3%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $445 Shares 1,075 Est. Cost $225.04 Unrealized +55.5%
PSX PHILLIPS 66 0.2%
Value ($000) $441 Shares 6,206 Est. Cost $69.40 Unrealized -11.8%
MET METLIFE INC 0.2%
Value ($000) $438 Shares 7,063 Est. Cost $30.14 Unrealized +74.9%
O REALTY INCOME CORP 0.2%
Value ($000) $437 Shares 6,056 Est. Cost $47.36 Unrealized +13.6%
DVY ISHARES TR 0.2%
Value ($000) $434 Shares 3,651 Est. Cost $85.79 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $427 Shares 1,808 Est. Cost $128.92 Unrealized +63.2%
BHP BHP GROUP LTD 0.2%
Value ($000) $426 Shares 6,441 Est. Cost $66.23 Unrealized
SPIP SPDR SER TR 0.2%
Value ($000) $425 Shares 13,458 Est. Cost $31.05 Unrealized
IBB ISHARES TR 0.2%
Value ($000) $423 Shares 2,458 Est. Cost $103.20 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $420 Shares 3,121 Est. Cost $63.80 Unrealized +79.0%
EFV ISHARES TR 0.1%
Value ($000) $409 Shares 7,865 Est. Cost $50.15 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $408 Shares 2,558 Est. Cost $96.20 Unrealized +52.5%
BWX SPDR SER TR 0.1%
Value ($000) $404 Shares 13,742 Est. Cost $29.28 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $400 Shares 922 Est. Cost $269.65 Unrealized +53.8%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $398 Shares 6,902 Est. Cost $18.89 Unrealized +168.5%
IWD ISHARES TR 0.1%
Value ($000) $395 Shares 2,426 Est. Cost $136.64 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $379 Shares 4,252 Est. Cost $49.38 Unrealized +68.8%
INTU INTUIT 0.1%
Value ($000) $372 Shares 657 Est. Cost $313.44 Unrealized +67.3%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $371 Shares 1,375 Est. Cost $174.96 Unrealized +41.2%
ARKG ARK ETF TR 0.1%
Value ($000) $368 Shares 4,300 Est. Cost $69.12 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $365 Shares 3,650 Est. Cost $46.07 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $363 Shares 3,900 Est. Cost $57.49 Unrealized +30.7%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $359 Shares 3,935 Est. Cost $57.76 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $357 Shares 2,125 Est. Cost $128.14 Unrealized +16.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $357 Shares 2,153 Est. Cost $85.61 Unrealized +84.9%
CDK GLOBAL INC 0.1%
Value ($000) $344 Shares 8,282 Est. Cost $48.07 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $338 Shares 3,084 Est. Cost $109.60 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $336 Shares 4,321 Est. Cost $62.62 Unrealized -0.3%
IDXX IDEXX LABS INC 0.1%
Value ($000) $336 Shares 499 Est. Cost $481.54 Unrealized +39.5%
C CITIGROUP INC 0.1%
Value ($000) $335 Shares 4,664 Est. Cost $62.33 Unrealized -4.2%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $333 Shares 1,652 Est. Cost $142.10 Unrealized +32.0%
LOW LOWES COS INC 0.1%
Value ($000) $332 Shares 1,630 Est. Cost $146.87 Unrealized +25.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $326 Shares 5,100 Est. Cost $48.60 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $317 Shares 686 Est. Cost $47.41 Unrealized +48.2%
HSY HERSHEY CO 0.1%
Value ($000) $316 Shares 1,781 Est. Cost $100.37 Unrealized +58.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $313 Shares 4,300 Est. Cost $59.98 Unrealized -1.0%
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $311 Shares 6,095 Est. Cost $51.03 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $301 Shares 3,267 Est. Cost $51.12 Unrealized +60.7%
IAU ISHARES GOLD TR 0.1%
Value ($000) $296 Shares 8,594 Est. Cost $34.44 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $293 Shares 2,238 Est. Cost $94.80 Unrealized +23.2%
IYW ISHARES TR 0.1%
Value ($000) $290 Shares 2,680 Est. Cost $139.18 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $287 Shares 985 Est. Cost $163.14 Unrealized +52.4%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $286 Shares 3,270 Est. Cost $68.37 Unrealized +28.0%
UNILEVER PLC 0.1%
Value ($000) $282 Shares 5,073 Est. Cost $57.81 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $276 Shares 3,192 Est. Cost $87.83 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $275 Shares 1,723 Est. Cost $115.62 Unrealized +22.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $269 Shares 555 Est. Cost $429.90 Unrealized +8.5%
USMV ISHARES TR 0.1%
Value ($000) $266 Shares 3,432 Est. Cost $54.21 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $266 Shares 1,700 Est. Cost $127.65 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $262 Shares 1,970 Est. Cost $140.48 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $259 Shares 2,480 Est. Cost $90.73 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $258 Shares 4,876 Est. Cost $41.51 Unrealized +22.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $254 Shares 1,331 Est. Cost $99.52 Unrealized +68.8%
SPHY SPDR SER TR 0.1%
Value ($000) $250 Shares 9,284 Est. Cost $26.71 Unrealized
IRM IRON MTN INC NEW 0.1%
Value ($000) $247 Shares 5,167 Est. Cost $34.71 Unrealized +8.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $246 Shares 1,054 Est. Cost $135.22 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $242 Shares 2,622 Est. Cost $88.26 Unrealized
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $242 Shares 4,792 Est. Cost $36.10 Unrealized +37.9%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $241 Shares 1,590 Est. Cost $124.98 Unrealized -0.2%
ALLE ALLEGION PLC 0.1%
Value ($000) $240 Shares 1,666 Est. Cost $128.51 Unrealized +1.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $239 Shares 3,600 Est. Cost $57.22 Unrealized +0.6%
MS MORGAN STANLEY 0.1%
Value ($000) $239 Shares 2,289 Est. Cost $73.70 Unrealized +16.3%
APTIV PLC 0.1%
Value ($000) $236 Shares 1,555 Est. Cost $150.48 Unrealized
DOW DOW INC 0.1%
Value ($000) $236 Shares 3,751 Est. Cost $39.33 Unrealized +21.5%
TE CONNECTIVITY LTD 0.1%
Value ($000) $234 Shares 1,557 Est. Cost $120.62 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $231 Shares 2,937 Est. Cost $73.54 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $228 Shares 4,323 Est. Cost $50.89 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $224 Shares 737 Est. Cost $262.94 Unrealized +7.0%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $222 Shares 1,888 Est. Cost $114.14 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $220 Shares 3,991 Est. Cost $43.85 Unrealized +4.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $218 Shares 2,812 Est. Cost $76.81 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $214 Shares 2,243 Est. Cost $96.04 Unrealized
IHE ISHARES TR 0.1%
Value ($000) $213 Shares 1,100 Est. Cost $184.55 Unrealized
EES WISDOMTREE TR 0.1%
Value ($000) $207 Shares 4,200 Est. Cost $50.00 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $205 Shares 4,170 Est. Cost $29.30 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $203 Shares 1,610 Est. Cost $100.33 Unrealized 0.0%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $202 Shares 1,500 Est. Cost $142.00 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $200 Shares 1,289 Est. Cost $139.71 Unrealized 0.0%