Essex Bank Diversified Active

Location: Essex, CT

CIK: 0001752212 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 23, 2022

Total Value: $295M (100.0% shares, 0.0% debt)

Holdings (223)

AAPL APPLE COMPUTER INC. CMN. 6.5%
Value $19.15M Shares 107,829 Est. Cost $91.57 Unrealized +69.0%
CVX CHEVRON COM 5.4%
Value $15.88M Shares 135,350 Est. Cost $81.57 Unrealized +17.8%
JNJ JOHNSON & JOHNSON COM 4.3%
Value $12.77M Shares 74,633 Est. Cost $116.63 Unrealized +24.4%
XOM EXXON MOBIL CORPORATION 3.6%
Value $10.66M Shares 174,222 Est. Cost $51.84 Unrealized +4.0%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.6%
Value $10.55M Shares 42,801 Est. Cost $122.36 Unrealized +69.4%
MSFT MICROSOFT COM 2.8%
Value $8.241M Shares 24,504 Est. Cost $116.02 Unrealized +170.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.6%
Value $7.661M Shares 17 Est. Cost $313083.50 Unrealized +37.9%
TGT TARGET CORPORATION 2.5%
Value $7.457M Shares 32,218 Est. Cost $79.62 Unrealized +169.0%
HD HOME DEPOT COM 2.5%
Value $7.306M Shares 17,605 Est. Cost $184.89 Unrealized +85.6%
IVV ISHARES TR S&P 500 INDEX 2.2%
Value $6.395M Shares 13,408 Est. Cost $388.56 Unrealized
PG PROCTER & GAMBLE CO. 1.7%
Value $5.093M Shares 31,130 Est. Cost $93.41 Unrealized +43.6%
VRSK VERISK ANALYTICS INC CL A 1.4%
Value $4.174M Shares 18,249 Est. Cost $172.13 Unrealized +23.4%
LLY LILLY ELI & COMPANY 1.3%
Value $3.708M Shares 13,424 Est. Cost $103.78 Unrealized +135.0%
AMZN AMAZON COM INC COM 1.2%
Value $3.614M Shares 1,084 Est. Cost $90.26 Unrealized +89.6%
GOOG ALPHABET INC. 1.2%
Value $3.602M Shares 1,245 Est. Cost $59.88 Unrealized +139.6%
JPM JP MORGAN CHASE & CO COM 1.2%
Value $3.444M Shares 21,746 Est. Cost $89.49 Unrealized +65.2%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value $3.399M Shares 1,173 Est. Cost $55.63 Unrealized +157.0%
PEP PEPSICO INC 1.1%
Value $3.392M Shares 19,523 Est. Cost $99.45 Unrealized +44.2%
V VISA INC COM CL A 1.0%
Value $3.049M Shares 14,069 Est. Cost $150.18 Unrealized +38.6%
PFE PFIZER INC COM 1.0%
Value $2.962M Shares 50,182 Est. Cost $29.74 Unrealized +35.3%
QQQ INVESCO QQQ TR UNIT SER 1 1.0%
Value $2.962M Shares 7,446 Est. Cost $215.41 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.0%
Value $2.829M Shares 6,481 Est. Cost $284.68 Unrealized
MRK MERCK & CO INC 0.8%
Value $2.391M Shares 31,204 Est. Cost $61.13 Unrealized +14.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.8%
Value $2.321M Shares 26,976 Est. Cost $57.64 Unrealized +37.6%
META FACEBOOK INC CL A 0.8%
Value $2.298M Shares 6,834 Est. Cost $163.68 Unrealized +101.4%
SPY SPDR TR UNIT SER 1 0.7%
Value $2.114M Shares 4,451 Est. Cost $289.05 Unrealized
CVS CVS CORP. 0.7%
Value $2.084M Shares 20,200 Est. Cost $55.13 Unrealized +46.0%
CSCO CISCO 0.7%
Value $2.069M Shares 32,648 Est. Cost $39.70 Unrealized +27.1%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.7%
Value $2.06M Shares 3,632 Est. Cost $250.74 Unrealized +149.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.7%
Value $1.999M Shares 4,822 Est. Cost $183.19 Unrealized +87.4%
WMT WAL-MART 0.7%
Value $1.982M Shares 13,701 Est. Cost $37.83 Unrealized +19.4%
IWM ISHARES TR RUSSELL 2000 0.7%
Value $1.949M Shares 8,764 Est. Cost $142.87 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.6%
Value $1.916M Shares 6,437 Est. Cost $158.46 Unrealized +61.1%
MCD MCDONALDS CORP COM 0.6%
Value $1.849M Shares 6,895 Est. Cost $162.03 Unrealized +41.7%
DE DEERE & CO COM 0.6%
Value $1.8M Shares 5,250 Est. Cost $150.72 Unrealized +118.0%
DIS DISNEY WALT CO COM 0.6%
Value $1.784M Shares 11,520 Est. Cost $118.82 Unrealized +32.8%
IVW ISHARES TR S&P 500 GRWT ETF 0.6%
Value $1.784M Shares 21,316 Est. Cost $89.91 Unrealized
KMB KIMBERLY - CLARK CORP 0.6%
Value $1.784M Shares 12,487 Est. Cost $91.23 Unrealized +26.3%
NVDA NVIDIA CORP 0.6%
Value $1.761M Shares 5,988 Est. Cost $16.84 Unrealized +63.0%
USB US BANCORP DEL COM NEW 0.6%
Value $1.747M Shares 31,099 Est. Cost $38.23 Unrealized +27.8%
VO VANGUARD MID CAP ETF 0.6%
Value $1.71M Shares 6,713 Est. Cost $164.06 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.6%
Value $1.682M Shares 14,998 Est. Cost $91.79 Unrealized
UNP UNION PAC CORP COM 0.6%
Value $1.671M Shares 6,635 Est. Cost $131.95 Unrealized +62.9%
IBM INTL BUSINESS MACHINES COM 0.6%
Value $1.655M Shares 12,386 Est. Cost $93.26 Unrealized +14.2%
MCO MOODYS CORP COM 0.5%
Value $1.571M Shares 4,022 Est. Cost $141.79 Unrealized +162.6%
VB VANGUARD INDEX FDS SMALL CP ETF 0.5%
Value $1.497M Shares 6,623 Est. Cost $160.67 Unrealized
SYK STRYKER CORP 0.5%
Value $1.476M Shares 5,520 Est. Cost $169.10 Unrealized +48.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value $1.471M Shares 4,921 Est. Cost $213.78 Unrealized +34.0%
IJH ISHARES TR S&P MIDCAP 400 0.5%
Value $1.444M Shares 5,101 Est. Cost $229.86 Unrealized
AVGO BROADCOM INC 0.5%
Value $1.424M Shares 2,140 Est. Cost $28.34 Unrealized +82.8%
BMY BRISTOL MYERS SQUIBB 0.5%
Value $1.346M Shares 21,580 Est. Cost $41.69 Unrealized +18.1%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.5%
Value $1.343M Shares 11,732 Est. Cost $90.48 Unrealized
DHR DANAHER CORPORATION 0.5%
Value $1.341M Shares 4,076 Est. Cost $99.89 Unrealized +170.4%
CAT CATERPILLAR INC COM 0.4%
Value $1.291M Shares 6,247 Est. Cost $122.54 Unrealized +52.4%
ABBV ABBVIE INC COM 0.4%
Value $1.289M Shares 9,523 Est. Cost $70.26 Unrealized +44.8%
MA MASTERCARD INCORPORATED CL A 0.4%
Value $1.255M Shares 3,493 Est. Cost $220.12 Unrealized +53.5%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.4%
Value $1.25M Shares 7,280 Est. Cost $128.82 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $1.235M Shares 1,851 Est. Cost $291.85 Unrealized +111.5%
SCHW SCHWAB CHARLES CORP NEW COM 0.4%
Value $1.221M Shares 14,514 Est. Cost $36.77 Unrealized +108.1%
NOBL PROSHARES TR S&P 500 DV ARIST 0.4%
Value $1.218M Shares 12,405 Est. Cost $66.66 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value $1.216M Shares 2,422 Est. Cost $237.36 Unrealized +77.9%
HON HONEYWELL INTL INC COM 0.4%
Value $1.179M Shares 5,655 Est. Cost $135.36 Unrealized +36.7%
CMCSA COMCAST CORP NEW CL A 0.4%
Value $1.159M Shares 23,023 Est. Cost $33.09 Unrealized +39.4%
INTC INTEL COM 0.4%
Value $1.149M Shares 22,317 Est. Cost $42.46 Unrealized +11.4%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.4%
Value $1.133M Shares 13,938 Est. Cost $80.09 Unrealized
KO COCA COLA CO COM 0.4%
Value $1.115M Shares 18,842 Est. Cost $39.16 Unrealized +25.6%
TT TRANE TECHNOLOGIES PLC 0.4%
Value $1.109M Shares 5,486 Est. Cost $107.16 Unrealized +66.6%
BLACKROCK INC COM 0.4%
Value $1.104M Shares 1,206 Est. Cost $600.38 Unrealized
SBUX STARBUCKS CORP COM 0.4%
Value $1.1M Shares 9,398 Est. Cost $70.79 Unrealized +44.4%
SON SONOCO PRODS CO COM 0.4%
Value $1.098M Shares 18,965 Est. Cost $47.07 Unrealized +8.5%
NKE NIKE INC CL B 0.4%
Value $1.093M Shares 6,556 Est. Cost $68.88 Unrealized +124.4%
EMR EMERSON ELECTRIC 0.4%
Value $1.065M Shares 11,456 Est. Cost $57.88 Unrealized +49.5%
CRM SALESFORCE COM INC COM 0.4%
Value $1.048M Shares 4,126 Est. Cost $192.80 Unrealized +44.0%
MUB ISHARES TR NATIONAL MUN ETF 0.4%
Value $1.047M Shares 9,000 Est. Cost $115.95 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.4%
Value $1.047M Shares 17,486 Est. Cost $49.10 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value $1.033M Shares 4,846 Est. Cost $173.00 Unrealized +17.6%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value $1.031M Shares 3,372 Est. Cost $176.47 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.3%
Value $1.027M Shares 3,404 Est. Cost $141.33 Unrealized
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.3%
Value $1.025M Shares 20,090 Est. Cost $39.98 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value $959K Shares 18,458 Est. Cost $39.78 Unrealized +1.5%
AMGN AMGEN INC COM 0.3%
Value $940K Shares 4,179 Est. Cost $157.23 Unrealized +17.8%
DOV DOVER CORP 0.3%
Value $935K Shares 5,153 Est. Cost $81.29 Unrealized +98.0%
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.3%
Value $915K Shares 17,922 Est. Cost $51.04 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value $891K Shares 3,609 Est. Cost $142.35 Unrealized +47.7%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value $873K Shares 13,160 Est. Cost $39.21 Unrealized +41.1%
WFC WELLS FARGO & CO NEW COM 0.3%
Value $844K Shares 17,591 Est. Cost $38.61 Unrealized +15.0%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value $839K Shares 4,024 Est. Cost $153.13 Unrealized +21.0%
MMM 3M COMPANY COM 0.3%
Value $832K Shares 4,684 Est. Cost $123.38 Unrealized +3.2%
PYPL PAYPAL HLDGS INC COM 0.3%
Value $823K Shares 4,368 Est. Cost $98.79 Unrealized +118.5%
VNQ VANGUARD REIT ETF 0.3%
Value $800K Shares 6,903 Est. Cost $81.15 Unrealized
BAC BANK OF AMERICA CORP COM 0.3%
Value $791K Shares 17,791 Est. Cost $24.35 Unrealized +68.4%
MO ALTRIA GROUP INC 0.3%
Value $761K Shares 16,049 Est. Cost $30.53 Unrealized +7.4%
NEE NEXTERA ENERGY INC 0.3%
Value $753K Shares 8,067 Est. Cost $60.59 Unrealized +27.7%
CL COLGATE PALMOLIVE CO 0.3%
Value $747K Shares 8,754 Est. Cost $55.81 Unrealized +27.1%
TSLA TESLA MTRS INC COM 0.3%
Value $741K Shares 701 Est. Cost $103.48 Unrealized +224.1%
T AT&T INC COM 0.3%
Value $740K Shares 30,120 Est. Cost $14.54 Unrealized +0.8%
CI CIGNA CORP NEW 0.2%
Value $726K Shares 3,163 Est. Cost $171.57 Unrealized +15.0%
COST COSTCO WHSL CORP NEW COM 0.2%
Value $720K Shares 1,269 Est. Cost $300.59 Unrealized +62.4%
COP CONOCOPHILLIPS COM 0.2%
Value $718K Shares 9,942 Est. Cost $49.11 Unrealized +27.5%
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value $717K Shares 6,703 Est. Cost $73.74 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value $709K Shares 3,875 Est. Cost $69.07 Unrealized +111.5%
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value $705K Shares 8,718 Est. Cost $21.19 Unrealized +37.8%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value $689K Shares 3,438 Est. Cost $103.83 Unrealized +67.9%
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value $666K Shares 3,108 Est. Cost $87.95 Unrealized +91.7%
ECL ECOLAB INC COM 0.2%
Value $663K Shares 2,828 Est. Cost $148.39 Unrealized +45.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value $657K Shares 6,255 Est. Cost $68.80 Unrealized +25.4%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $645K Shares 1,813 Est. Cost $281.77 Unrealized +9.6%
TROW T. ROWE PRICE GROUP INC 0.2%
Value $642K Shares 3,261 Est. Cost $100.03 Unrealized +68.6%
DGRO ISHARES DIVIDEND GROWTH ETF 0.2%
Value $641K Shares 11,529 Est. Cost $53.83 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.2%
Value $636K Shares 4,058 Est. Cost $151.31 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value $636K Shares 4,658 Est. Cost $64.54 Unrealized +70.2%
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value $626K Shares 2,997 Est. Cost $105.28 Unrealized +42.5%
ETN EATON CORP CMN 0.2%
Value $607K Shares 3,512 Est. Cost $86.38 Unrealized +80.0%
TFC TRUIST FINANCIAL CORP 0.2%
Value $599K Shares 10,232 Est. Cost $29.38 Unrealized +69.2%
DEO DIAGEO P L C SPON ADR NEW 0.2%
Value $587K Shares 2,665 Est. Cost $148.95 Unrealized
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value $573K Shares 4,972 Est. Cost $121.87 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value $566K Shares 7,680 Est. Cost $85.98 Unrealized
NFLX NETFLIX INC COM 0.2%
Value $549K Shares 912 Est. Cost $34.81 Unrealized +83.5%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value $543K Shares 6,897 Est. Cost $64.37 Unrealized
ABT ABBOTT LABS COM 0.2%
Value $543K Shares 3,859 Est. Cost $71.07 Unrealized +67.0%
AFL AFLAC INC COM 0.2%
Value $516K Shares 8,829 Est. Cost $38.37 Unrealized +32.8%
PLD PROLOGIS INC COM 0.2%
Value $515K Shares 3,056 Est. Cost $63.80 Unrealized +106.8%
BA BOEING CO COM 0.2%
Value $515K Shares 2,562 Est. Cost $344.54 Unrealized -38.7%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value $510K Shares 6,143 Est. Cost $51.60 Unrealized
SO SOUTHERN COMPANY 0.2%
Value $509K Shares 7,414 Est. Cost $38.70 Unrealized +41.4%
PM PHILIP MORRIS INTL INC COM 0.2%
Value $505K Shares 5,321 Est. Cost $59.12 Unrealized +29.1%
EL LAUDER ESTEE COS INC CL A 0.2%
Value $487K Shares 1,315 Est. Cost $142.46 Unrealized +123.0%
SWK STANLEY BLACK & DECKER INC 0.2%
Value $484K Shares 2,568 Est. Cost $110.19 Unrealized +43.9%
GWW GRAINGER W.W. INC 0.2%
Value $478K Shares 922 Est. Cost $269.65 Unrealized +67.8%
IWD ISHARES TR RUSSELL1000VAL 0.2%
Value $476K Shares 2,838 Est. Cost $141.16 Unrealized
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.2%
Value $450K Shares 9,111 Est. Cost $40.14 Unrealized
DVY ISHARES TR INDEX DJ SEL DIV INX 0.2%
Value $446K Shares 3,638 Est. Cost $85.79 Unrealized
PPG PPG INDS INC COM 0.1%
Value $441K Shares 2,558 Est. Cost $96.20 Unrealized +53.3%
MET METLIFE INC COM 0.1%
Value $438K Shares 7,012 Est. Cost $30.14 Unrealized +83.7%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value $435K Shares 5,834 Est. Cost $64.50 Unrealized
O REALTY INCOME CORP COM 0.1%
Value $432K Shares 6,036 Est. Cost $47.36 Unrealized +16.9%
PSX PHILLIPS 66 COM 0.1%
Value $418K Shares 5,764 Est. Cost $69.40 Unrealized -6.7%
GS GOLDMAN SACHS 0.1%
Value $416K Shares 1,089 Est. Cost $226.73 Unrealized +57.2%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value $410K Shares 736 Est. Cost $50.06 Unrealized +72.8%
NVO NOVO-NORDISK A S ADR 0.1%
Value $409K Shares 3,650 Est. Cost $46.07 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.1%
Value $406K Shares 4,291 Est. Cost $75.08 Unrealized
SPIP SPDR SERIES TRUST PORTFLI TIPS ETF 0.1%
Value $398K Shares 12,615 Est. Cost $31.05 Unrealized
LOW LOWES COMPANIES 0.1%
Value $397K Shares 1,536 Est. Cost $146.87 Unrealized +49.7%
CMI CUMMINS INC COM 0.1%
Value $394K Shares 1,808 Est. Cost $128.92 Unrealized +59.7%
GILD GILEAD SCIENCES INC 0.1%
Value $390K Shares 5,368 Est. Cost $59.75 Unrealized -1.6%
EFV ISHARES TR MSCI VAL IDX 0.1%
Value $387K Shares 7,680 Est. Cost $50.15 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value $382K Shares 1,255 Est. Cost $174.96 Unrealized +50.7%
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.1%
Value $375K Shares 2,458 Est. Cost $103.20 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value $371K Shares 3,924 Est. Cost $61.56 Unrealized 0.0%
ORCL ORACLE CORPORATION 0.1%
Value $367K Shares 4,202 Est. Cost $49.38 Unrealized +80.0%
CLX CLOROX CO DEL COM 0.1%
Value $366K Shares 2,100 Est. Cost $128.14 Unrealized +13.6%
STT STATE STREET CORP 0.1%
Value $363K Shares 3,900 Est. Cost $57.49 Unrealized +42.5%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value $362K Shares 6,687 Est. Cost $18.89 Unrealized +169.8%
MDT MEDTRONIC PLC 0.1%
Value $358K Shares 3,467 Est. Cost $77.55 Unrealized +31.6%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value $347K Shares 3,044 Est. Cost $109.60 Unrealized
CDK GLOBAL INC COM 0.1%
Value $346K Shares 8,282 Est. Cost $48.07 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value $345K Shares 2,107 Est. Cost $85.61 Unrealized +89.0%
HSY HERSHEY CO COM 0.1%
Value $344K Shares 1,780 Est. Cost $100.37 Unrealized +63.0%
INTU INTUIT COM 0.1%
Value $344K Shares 535 Est. Cost $313.44 Unrealized +91.9%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value $336K Shares 4,900 Est. Cost $48.60 Unrealized
VIGI VANGUARD WHITEHALL INTL DIVIDEND ETF 0.1%
Value $336K Shares 3,935 Est. Cost $57.76 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value $332K Shares 3,270 Est. Cost $68.37 Unrealized +52.6%
BHP BHP BILLITON LTD SPONSORED ADR 0.1%
Value $321K Shares 5,321 Est. Cost $66.23 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value $310K Shares 2,238 Est. Cost $94.80 Unrealized +24.7%
IYW ISHARES TR DJ US TECH SEC 0.1%
Value $308K Shares 2,680 Est. Cost $139.18 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value $306K Shares 5,064 Est. Cost $61.93 Unrealized -7.7%
IR INGERSOLL RAND INC COM 0.1%
Value $302K Shares 4,876 Est. Cost $41.51 Unrealized +36.5%
FTNT FORTINET INC COM 0.1%
Value $300K Shares 834 Est. Cost $65.81 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.1%
Value $299K Shares 8,594 Est. Cost $34.44 Unrealized
IDXX IDEXX LABS INC COM 0.1%
Value $293K Shares 445 Est. Cost $481.54 Unrealized +30.4%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value $282K Shares 962 Est. Cost $163.14 Unrealized +46.8%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.1%
Value $280K Shares 1,652 Est. Cost $142.10 Unrealized +30.8%
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value $278K Shares 3,432 Est. Cost $54.21 Unrealized
WPC WP CAREY INC COM 0.1%
Value $278K Shares 3,392 Est. Cost $81.96 Unrealized
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.1%
Value $277K Shares 1,700 Est. Cost $127.65 Unrealized
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.1%
Value $273K Shares 5,399 Est. Cost $50.56 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value $273K Shares 3,227 Est. Cost $87.80 Unrealized
IRM IRON MTN INC NEW COM 0.1%
Value $270K Shares 5,167 Est. Cost $34.71 Unrealized +15.6%
WBS WEBSTER FINANCIAL CORP 0.1%
Value $268K Shares 4,792 Est. Cost $36.10 Unrealized +56.0%
CFG CITIZENS FINL GROUP INC COM 0.1%
Value $266K Shares 5,622 Est. Cost $40.28 Unrealized 0.0%
TRV ST PAUL TRAVELERS COS 0.1%
Value $264K Shares 1,686 Est. Cost $115.62 Unrealized +24.5%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value $263K Shares 3,025 Est. Cost $51.12 Unrealized +53.4%
VLO VALERO ENERGY CORP NEW COM 0.1%
Value $262K Shares 3,492 Est. Cost $57.22 Unrealized +13.8%
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value $262K Shares 2,480 Est. Cost $90.73 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value $260K Shares 4,820 Est. Cost $57.81 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value $259K Shares 737 Est. Cost $262.94 Unrealized +18.4%
APTIV PLC 0.1%
Value $256K Shares 1,555 Est. Cost $150.48 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value $254K Shares 1,054 Est. Cost $135.22 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value $250K Shares 1,737 Est. Cost $134.42 Unrealized 0.0%
SPHY SPDR SER TR PORTFLI HIGH YLD 0.1%
Value $247K Shares 9,284 Est. Cost $26.71 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value $247K Shares 1,313 Est. Cost $99.52 Unrealized +71.0%
BNDW VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 0.1%
Value $244K Shares 3,109 Est. Cost $78.48 Unrealized
EXC EXELON CORP COM 0.1%
Value $241K Shares 4,170 Est. Cost $29.30 Unrealized +11.0%
TE CONNECTIVITY LTD REG SHS 0.1%
Value $237K Shares 1,469 Est. Cost $120.62 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value $237K Shares 1,437 Est. Cost $151.70 Unrealized 0.0%
IUSV ISHARES CORE S&P VALUE 0.1%
Value $235K Shares 3,074 Est. Cost $76.45 Unrealized
EFAV ISHARES TR MSCI EAFE MINIMUMVOLATILITY ETF 0.1%
Value $235K Shares 3,057 Est. Cost $73.68 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value $232K Shares 3,986 Est. Cost $43.85 Unrealized +16.4%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value $228K Shares 2,614 Est. Cost $88.26 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value $227K Shares 2,812 Est. Cost $76.81 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value $226K Shares 1,743 Est. Cost $114.14 Unrealized +2.2%
AWR AMER STATES WTR CO COM 0.1%
Value $223K Shares 2,152 Est. Cost $86.36 Unrealized 0.0%
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value $221K Shares 1,666 Est. Cost $128.51 Unrealized -3.8%
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value $220K Shares 1,100 Est. Cost $184.55 Unrealized
CANADIAN PAC RY LTD COM 0.1%
Value $220K Shares 3,065 Est. Cost $71.78 Unrealized
MS MORGAN STANLEY DEAN WITTER 0.1%
Value $220K Shares 2,239 Est. Cost $73.70 Unrealized +17.7%
PKG PACKAGING CORP AMER COM 0.1%
Value $216K Shares 1,590 Est. Cost $124.98 Unrealized -5.2%
EES WISDOMTREE TRUST SMLCAP EARN FD 0.1%
Value $216K Shares 4,200 Est. Cost $50.00 Unrealized
ELV ANTHEM INC COM 0.1%
Value $215K Shares 464 Est. Cost $397.15 Unrealized 0.0%
DOW DOW INC COM 0.1%
Value $213K Shares 3,751 Est. Cost $39.33 Unrealized +14.5%
ALB ALBEMARLE CORP 0.1%
Value $210K Shares 900 Est. Cost $234.79 Unrealized 0.0%
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.1%
Value $209K Shares 4,996 Est. Cost $35.78 Unrealized 0.0%
JACOBS ENGR GROUP INC DEL COM 0.1%
Value $209K Shares 1,500 Est. Cost $142.00 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value $209K Shares 542 Est. Cost $348.21 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value $207K Shares 421 Est. Cost $429.90 Unrealized +7.9%
DLR DIGITAL RLTY TR INC COM 0.1%
Value $206K Shares 1,167 Est. Cost $138.11 Unrealized 0.0%
WM WASTE MANAGEMENT INC DEL 0.1%
Value $206K Shares 1,230 Est. Cost $139.71 Unrealized +7.8%
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value $205K Shares 637 Est. Cost $321.82 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value $205K Shares 2,309 Est. Cost $75.26 Unrealized 0.0%
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value $202K Shares 1,564 Est. Cost $100.33 Unrealized +15.7%
D DOMINION ENERGY INC COM 0.1%
Value $202K Shares 2,575 Est. Cost $62.62 Unrealized -0.8%
STX SEAGATE TECHNOLOGY HDGS, PLC 0.1%
Value $202K Shares 1,788 Est. Cost $84.69 Unrealized 0.0%
CB CHUBB LIMITED COM 0.1%
Value $200K Shares 1,033 Est. Cost $177.58 Unrealized 0.0%