Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 19, 2023

Total Value ($000): $299,545 (100.0% shares, 0.0% debt)

Holdings (227)

CVX CHEVRON CORP NEW 7.0%
Value ($000) $21,001 Shares 133,468 Est. Cost $81.57 Unrealized +75.6%
AAPL APPLE INC 6.8%
Value ($000) $20,300 Shares 104,657 Est. Cost $93.47 Unrealized +84.1%
XOM EXXON MOBIL CORP 6.4%
Value ($000) $19,140 Shares 178,466 Est. Cost $52.58 Unrealized +89.4%
JNJ JOHNSON & JOHNSON 4.1%
Value ($000) $12,314 Shares 74,394 Est. Cost $117.13 Unrealized +27.1%
ADP AUTOMATIC DATA PROCESSING IN 3.1%
Value ($000) $9,423 Shares 42,871 Est. Cost $122.36 Unrealized +66.1%
MSFT MICROSOFT CORP 2.9%
Value ($000) $8,554 Shares 25,121 Est. Cost $129.35 Unrealized +137.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $7,767 Shares 15 Est. Cost $313083.50 Unrealized +59.0%
LLY LILLY ELI & CO 2.0%
Value ($000) $5,883 Shares 12,545 Est. Cost $103.78 Unrealized +296.5%
HD HOME DEPOT INC 1.9%
Value ($000) $5,629 Shares 18,122 Est. Cost $188.07 Unrealized +47.0%
IVV ISHARES TR 1.8%
Value ($000) $5,302 Shares 11,896 Est. Cost $388.56 Unrealized
TGT TARGET CORP 1.4%
Value ($000) $4,267 Shares 32,350 Est. Cost $79.62 Unrealized +69.5%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $4,223 Shares 27,829 Est. Cost $93.41 Unrealized +51.3%
VRSK VERISK ANALYTICS INC 1.4%
Value ($000) $4,111 Shares 18,190 Est. Cost $172.13 Unrealized +20.0%
GOOG ALPHABET INC 1.2%
Value ($000) $3,671 Shares 30,347 Est. Cost $108.82 Unrealized +5.6%
V VISA INC 1.2%
Value ($000) $3,508 Shares 14,773 Est. Cost $152.15 Unrealized +47.5%
PEP PEPSICO INC 1.2%
Value ($000) $3,446 Shares 18,604 Est. Cost $102.19 Unrealized +66.9%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $3,442 Shares 23,664 Est. Cost $92.22 Unrealized +40.6%
MRK MERCK & CO INC 1.1%
Value ($000) $3,430 Shares 29,723 Est. Cost $61.65 Unrealized +69.5%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $3,404 Shares 8,357 Est. Cost $309.02 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $3,341 Shares 25,626 Est. Cost $122.98 Unrealized -7.1%
GOOGL ALPHABET INC 1.0%
Value ($000) $2,909 Shares 24,304 Est. Cost $107.19 Unrealized +6.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $2,852 Shares 8,364 Est. Cost $249.97 Unrealized +30.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $2,576 Shares 26,292 Est. Cost $58.37 Unrealized +58.1%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $2,350 Shares 5,555 Est. Cost $16.87 Unrealized +96.7%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $2,346 Shares 6,352 Est. Cost $221.58 Unrealized
WMT WALMART INC 0.8%
Value ($000) $2,299 Shares 14,624 Est. Cost $38.32 Unrealized +27.7%
AVGO BROADCOM INC 0.8%
Value ($000) $2,282 Shares 2,631 Est. Cost $34.13 Unrealized +101.4%
DE DEERE & CO 0.7%
Value ($000) $2,158 Shares 5,326 Est. Cost $157.95 Unrealized +132.9%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,114 Shares 4,769 Est. Cost $310.11 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $2,072 Shares 56,477 Est. Cost $30.76 Unrealized +8.0%
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $2,014 Shares 18,992 Est. Cost $96.95 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $1,951 Shares 3,990 Est. Cost $280.96 Unrealized +43.4%
CSCO CISCO SYS INC 0.6%
Value ($000) $1,902 Shares 36,755 Est. Cost $40.64 Unrealized +12.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,813 Shares 6,076 Est. Cost $164.81 Unrealized +65.7%
ABBV ABBVIE INC 0.6%
Value ($000) $1,778 Shares 13,195 Est. Cost $88.51 Unrealized +51.1%
SYK STRYKER CORPORATION 0.6%
Value ($000) $1,740 Shares 5,702 Est. Cost $173.61 Unrealized +62.1%
VEA VANGUARD TAX-MANAGED FDS 0.6%
Value ($000) $1,730 Shares 37,468 Est. Cost $41.47 Unrealized
IWM ISHARES TR 0.6%
Value ($000) $1,723 Shares 9,201 Est. Cost $147.56 Unrealized
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $1,723 Shares 12,477 Est. Cost $92.17 Unrealized +36.4%
IJR ISHARES TR 0.5%
Value ($000) $1,642 Shares 16,482 Est. Cost $91.83 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,632 Shares 7,414 Est. Cost $175.08 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,539 Shares 22,262 Est. Cost $56.09 Unrealized +14.6%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,478 Shares 4,789 Est. Cost $187.80 Unrealized +48.9%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,477 Shares 3,756 Est. Cost $234.52 Unrealized +57.7%
IJH ISHARES TR 0.5%
Value ($000) $1,472 Shares 5,628 Est. Cost $234.90 Unrealized
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $1,464 Shares 6,455 Est. Cost $170.55 Unrealized +17.4%
CAT CATERPILLAR INC 0.5%
Value ($000) $1,451 Shares 5,898 Est. Cost $125.12 Unrealized +70.8%
MCO MOODYS CORP 0.5%
Value ($000) $1,438 Shares 4,137 Est. Cost $145.66 Unrealized +113.1%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,381 Shares 27,555 Est. Cost $50.22 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,377 Shares 21,526 Est. Cost $42.37 Unrealized +39.1%
UNP UNION PAC CORP 0.4%
Value ($000) $1,320 Shares 6,450 Est. Cost $134.43 Unrealized +39.1%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $1,314 Shares 6,605 Est. Cost $161.80 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $1,269 Shares 18,011 Est. Cost $89.91 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $1,262 Shares 4,396 Est. Cost $173.53 Unrealized +41.2%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,210 Shares 9,041 Est. Cost $94.18 Unrealized +25.3%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $1,207 Shares 7,428 Est. Cost $133.12 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,188 Shares 5,522 Est. Cost $166.77 Unrealized +22.7%
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $1,147 Shares 20,229 Est. Cost $48.64 Unrealized +3.7%
KO COCA COLA CO 0.4%
Value ($000) $1,136 Shares 18,868 Est. Cost $40.07 Unrealized +43.1%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,115 Shares 5,373 Est. Cost $135.36 Unrealized +29.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,106 Shares 2,302 Est. Cost $241.43 Unrealized +92.6%
NOBL PROSHARES TR 0.4%
Value ($000) $1,101 Shares 11,678 Est. Cost $67.10 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,099 Shares 27,015 Est. Cost $39.71 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,048 Shares 5,352 Est. Cost $175.89 Unrealized +2.8%
SON SONOCO PRODS CO 0.3%
Value ($000) $1,047 Shares 17,736 Est. Cost $47.07 Unrealized +14.8%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,043 Shares 11,534 Est. Cost $58.93 Unrealized +35.9%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,026 Shares 4,014 Est. Cost $80.60 Unrealized +29.1%
IWF ISHARES TR 0.3%
Value ($000) $1,023 Shares 3,719 Est. Cost $187.42 Unrealized
BLACKROCK INC 0.3%
Value ($000) $1,022 Shares 1,479 Est. Cost $625.80 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,004 Shares 4,523 Est. Cost $164.48 Unrealized +29.9%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $994 Shares 5,548 Est. Cost $122.74 Unrealized +25.9%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $993 Shares 5,191 Est. Cost $107.16 Unrealized +61.2%
DHR DANAHER CORPORATION 0.3%
Value ($000) $982 Shares 4,092 Est. Cost $104.33 Unrealized +100.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $970 Shares 2,106 Est. Cost $303.00 Unrealized +42.4%
CI THE CIGNA GROUP 0.3%
Value ($000) $953 Shares 3,395 Est. Cost $182.93 Unrealized +35.5%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $945 Shares 3,777 Est. Cost $145.20 Unrealized +51.3%
COP CONOCOPHILLIPS 0.3%
Value ($000) $935 Shares 9,029 Est. Cost $54.61 Unrealized +73.0%
CRM SALESFORCE INC 0.3%
Value ($000) $914 Shares 4,326 Est. Cost $190.46 Unrealized +5.9%
DIS DISNEY WALT CO 0.3%
Value ($000) $908 Shares 10,170 Est. Cost $121.14 Unrealized -23.6%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $893 Shares 12,240 Est. Cost $39.67 Unrealized +72.8%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $882 Shares 1,639 Est. Cost $375.61 Unrealized +29.7%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $870 Shares 11,298 Est. Cost $59.49 Unrealized +22.6%
NKE NIKE INC 0.3%
Value ($000) $845 Shares 7,654 Est. Cost $74.31 Unrealized +49.8%
VOOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $832 Shares 3,275 Est. Cost $158.53 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $823 Shares 19,811 Est. Cost $33.13 Unrealized +10.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $784 Shares 1,503 Est. Cost $291.85 Unrealized +83.4%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $746 Shares 5,248 Est. Cost $141.25 Unrealized
GWW GRAINGER W W INC 0.2%
Value ($000) $733 Shares 930 Est. Cost $269.65 Unrealized +149.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $727 Shares 17,041 Est. Cost $38.95 Unrealized -3.4%
IEMG ISHARES INC 0.2%
Value ($000) $711 Shares 14,433 Est. Cost $49.09 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $702 Shares 3,491 Est. Cost $89.14 Unrealized +91.1%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $677 Shares 8,097 Est. Cost $82.10 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $669 Shares 12,979 Est. Cost $53.41 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $662 Shares 1,502 Est. Cost $25.95 Unrealized +41.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $642 Shares 17,273 Est. Cost $38.27 Unrealized -18.5%
TSLA TESLA INC 0.2%
Value ($000) $641 Shares 2,448 Est. Cost $224.08 Unrealized -10.8%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $638 Shares 15,953 Est. Cost $36.69 Unrealized +0.2%
DOV DOVER CORP 0.2%
Value ($000) $636 Shares 4,307 Est. Cost $81.29 Unrealized +70.3%
ORCL ORACLE CORP 0.2%
Value ($000) $629 Shares 5,278 Est. Cost $59.60 Unrealized +68.4%
MMM 3M CO 0.2%
Value ($000) $626 Shares 6,259 Est. Cost $116.99 Unrealized -33.7%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $622 Shares 8,707 Est. Cost $21.29 Unrealized +27.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $621 Shares 8,375 Est. Cost $62.71 Unrealized +11.6%
AFL AFLAC INC 0.2%
Value ($000) $610 Shares 8,735 Est. Cost $38.64 Unrealized +63.6%
INTC INTEL CORP 0.2%
Value ($000) $607 Shares 18,143 Est. Cost $40.96 Unrealized -25.0%
BA BOEING CO 0.2%
Value ($000) $605 Shares 2,865 Est. Cost $309.18 Unrealized -32.8%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $605 Shares 3,738 Est. Cost $53.13 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $603 Shares 5,653 Est. Cost $112.73 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $600 Shares 5,040 Est. Cost $79.38 Unrealized +36.5%
IVE ISHARES TR 0.2%
Value ($000) $590 Shares 3,662 Est. Cost $151.31 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $588 Shares 6,555 Est. Cost $70.98 Unrealized +20.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $586 Shares 12,948 Est. Cost $31.16 Unrealized +17.4%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $583 Shares 3,825 Est. Cost $81.79 Unrealized +81.0%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $581 Shares 7,999 Est. Cost $75.45 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $573 Shares 8,154 Est. Cost $43.34 Unrealized +50.7%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $544 Shares 1,815 Est. Cost $197.42 Unrealized +34.4%
ITOT ISHARES TR 0.2%
Value ($000) $538 Shares 5,500 Est. Cost $76.71 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $532 Shares 1,649 Est. Cost $253.29 Unrealized +21.6%
ABT ABBOTT LABS 0.2%
Value ($000) $529 Shares 4,848 Est. Cost $81.69 Unrealized +24.2%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $521 Shares 4,651 Est. Cost $105.76 Unrealized -8.8%
FEUS FLEXSHARES TR 0.2%
Value ($000) $519 Shares 10,281 Est. Cost $41.28 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $494 Shares 9,762 Est. Cost $50.83 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $487 Shares 5,105 Est. Cost $69.40 Unrealized +27.6%
IWP ISHARES TR 0.2%
Value ($000) $480 Shares 4,972 Est. Cost $109.12 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $480 Shares 6,938 Est. Cost $85.98 Unrealized
IUSV ISHARES TR 0.2%
Value ($000) $479 Shares 6,124 Est. Cost $72.47 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $474 Shares 2,721 Est. Cost $101.41 Unrealized +54.0%
CMI CUMMINS INC 0.2%
Value ($000) $471 Shares 1,921 Est. Cost $137.06 Unrealized +55.3%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $463 Shares 4,742 Est. Cost $59.83 Unrealized +41.2%
DEO DIAGEO PLC 0.2%
Value ($000) $457 Shares 2,633 Est. Cost $150.79 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $457 Shares 6,251 Est. Cost $55.58 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $456 Shares 2,445 Est. Cost $148.39 Unrealized +12.7%
BHP BHP GROUP LTD 0.2%
Value ($000) $455 Shares 7,625 Est. Cost $68.61 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $441 Shares 1,766 Est. Cost $100.37 Unrealized +142.5%
EFA ISHARES TR 0.1%
Value ($000) $432 Shares 5,959 Est. Cost $64.37 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $419 Shares 14,602 Est. Cost $24.73 Unrealized +7.7%
T AT&T INC 0.1%
Value ($000) $404 Shares 25,335 Est. Cost $14.66 Unrealized +0.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $387 Shares 3,456 Est. Cost $65.67 Unrealized +53.8%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $386 Shares 3,068 Est. Cost $103.83 Unrealized +6.3%
EFV ISHARES TR 0.1%
Value ($000) $383 Shares 7,832 Est. Cost $48.85 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $377 Shares 11,397 Est. Cost $38.23 Unrealized -25.7%
WTM WHITE MTNS INS GROUP LTD 0.1%
Value ($000) $374 Shares 269 Est. Cost $1293.71 Unrealized +8.8%
LOW LOWES COS INC 0.1%
Value ($000) $367 Shares 1,625 Est. Cost $151.87 Unrealized +30.2%
IWD ISHARES TR 0.1%
Value ($000) $364 Shares 2,309 Est. Cost $143.56 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $362 Shares 7,000 Est. Cost $47.84 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $360 Shares 2,408 Est. Cost $132.13 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $359 Shares 3,060 Est. Cost $57.22 Unrealized +87.3%
DOW DOW INC 0.1%
Value ($000) $350 Shares 6,581 Est. Cost $41.11 Unrealized +10.1%
ACWI ISHARES TR 0.1%
Value ($000) $343 Shares 3,580 Est. Cost $88.28 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $343 Shares 3,031 Est. Cost $90.13 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $343 Shares 1,998 Est. Cost $173.42 Unrealized -6.1%
O REALTY INCOME CORP 0.1%
Value ($000) $342 Shares 5,728 Est. Cost $48.98 Unrealized +7.3%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $340 Shares 5,091 Est. Cost $104.12 Unrealized -34.7%
SYY SYSCO CORP 0.1%
Value ($000) $338 Shares 4,558 Est. Cost $72.80 Unrealized -5.9%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $334 Shares 2,935 Est. Cost $87.40 Unrealized +19.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $334 Shares 2,100 Est. Cost $128.51 Unrealized +14.8%
IAU ISHARES GOLD TR 0.1%
Value ($000) $334 Shares 9,175 Est. Cost $34.39 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $333 Shares 3,364 Est. Cost $77.23 Unrealized +25.9%
PPG PPG INDS INC 0.1%
Value ($000) $331 Shares 2,230 Est. Cost $96.47 Unrealized +36.5%
MET METLIFE INC 0.1%
Value ($000) $328 Shares 5,809 Est. Cost $31.88 Unrealized +60.7%
CB CHUBB LIMITED 0.1%
Value ($000) $328 Shares 1,704 Est. Cost $179.35 Unrealized +5.9%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $325 Shares 4,291 Est. Cost $79.58 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $324 Shares 2,840 Est. Cost $105.03 Unrealized -2.5%
COWZ PACER FDS TR 0.1%
Value ($000) $322 Shares 6,736 Est. Cost $42.28 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $316 Shares 4,837 Est. Cost $42.11 Unrealized +40.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $313 Shares 1,031 Est. Cost $193.55 Unrealized +40.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $309 Shares 678 Est. Cost $387.09 Unrealized +12.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $308 Shares 3,628 Est. Cost $71.17 Unrealized +7.0%
IWB ISHARES TR 0.1%
Value ($000) $301 Shares 1,235 Est. Cost $250.40 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $299 Shares 1,238 Est. Cost $206.04 Unrealized
BP BP PLC 0.1%
Value ($000) $299 Shares 8,459 Est. Cost $29.23 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $292 Shares 2,680 Est. Cost $92.81 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $290 Shares 1,479 Est. Cost $154.55 Unrealized +30.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $289 Shares 1,606 Est. Cost $110.65 Unrealized +43.8%
FDX FEDEX CORP 0.1%
Value ($000) $288 Shares 1,162 Est. Cost $195.77 Unrealized +10.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $286 Shares 3,248 Est. Cost $74.68 Unrealized +6.3%
STT STATE STR CORP 0.1%
Value ($000) $285 Shares 3,900 Est. Cost $57.49 Unrealized +14.1%
IRM IRON MTN INC DEL 0.1%
Value ($000) $283 Shares 4,982 Est. Cost $34.71 Unrealized +43.8%
IEFA ISHARES TR 0.1%
Value ($000) $281 Shares 4,169 Est. Cost $65.15 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $281 Shares 3,649 Est. Cost $59.75 Unrealized +21.5%
PLD PROLOGIS INC. 0.1%
Value ($000) $281 Shares 2,289 Est. Cost $65.19 Unrealized +73.1%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $278 Shares 5,593 Est. Cost $18.89 Unrealized +125.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $276 Shares 381 Est. Cost $724.74 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $276 Shares 9,083 Est. Cost $29.38 Unrealized -8.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $274 Shares 1,579 Est. Cost $115.62 Unrealized +45.1%
SPYV SPDR SER TR 0.1%
Value ($000) $271 Shares 6,273 Est. Cost $36.29 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $269 Shares 1,467 Est. Cost $147.72 Unrealized +14.4%
REGL PROSHARES TR 0.1%
Value ($000) $267 Shares 3,798 Est. Cost $71.54 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $264 Shares 4,376 Est. Cost $57.37 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $260 Shares 3,582 Est. Cost $83.18 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $259 Shares 2,910 Est. Cost $70.52 Unrealized +14.4%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $258 Shares 4,105 Est. Cost $48.60 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $258 Shares 2,555 Est. Cost $86.64 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $256 Shares 1,321 Est. Cost $174.09 Unrealized +2.3%
NOW SERVICENOW INC 0.1%
Value ($000) $256 Shares 455 Est. Cost $87.09 Unrealized +14.8%
XBI SPDR SER TR 0.1%
Value ($000) $254 Shares 3,052 Est. Cost $81.92 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $253 Shares 5,856 Est. Cost $37.17 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $253 Shares 7,090 Est. Cost $34.79 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $252 Shares 5,135 Est. Cost $45.78 Unrealized -2.8%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $251 Shares 4,343 Est. Cost $57.84 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $251 Shares 1,406 Est. Cost $154.62 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $242 Shares 1,975 Est. Cost $111.22 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $241 Shares 3,564 Est. Cost $80.81 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $236 Shares 3,720 Est. Cost $54.39 Unrealized +4.5%
INTU INTUIT 0.1%
Value ($000) $236 Shares 515 Est. Cost $430.92 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $234 Shares 2,927 Est. Cost $79.79 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $231 Shares 3,107 Est. Cost $54.21 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $230 Shares 4,107 Est. Cost $55.20 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $228 Shares 3,021 Est. Cost $75.56 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $228 Shares 6,325 Est. Cost $31.86 Unrealized -4.6%
C CITIGROUP INC 0.1%
Value ($000) $224 Shares 4,871 Est. Cost $44.21 Unrealized -3.3%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $223 Shares 2,385 Est. Cost $74.47 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $223 Shares 2,647 Est. Cost $79.95 Unrealized 0.0%
WBS WEBSTER FINL CORP 0.1%
Value ($000) $213 Shares 5,648 Est. Cost $39.44 Unrealized -6.4%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $212 Shares 2,625 Est. Cost $77.51 Unrealized 0.0%
GOVT ISHARES TR 0.1%
Value ($000) $211 Shares 9,200 Est. Cost $22.89 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $210 Shares 2,796 Est. Cost $75.22 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $209 Shares 1,580 Est. Cost $114.21 Unrealized +8.7%
LIN LINDE PLC 0.1%
Value ($000) $208 Shares 545 Est. Cost $352.90 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $208 Shares 2,627 Est. Cost $80.20 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $206 Shares 1,620 Est. Cost $103.20 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $205 Shares 1,708 Est. Cost $105.58 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $203 Shares 1,081 Est. Cost $170.44 Unrealized 0.0%
ALB ALBEMARLE CORP 0.1%
Value ($000) $201 Shares 900 Est. Cost $196.03 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $142 Shares 12,464 Est. Cost $11.23 Unrealized
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $112 Shares 11,984 Est. Cost $9.26 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $107 Shares 10,200 Est. Cost $11.25 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $83 Shares 11,000 Est. Cost $9.40 Unrealized