Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 24, 2019

Total Value ($000): $144,725 (100.0% shares, 0.0% debt)

Holdings (150)

PZZA PAPA JOHNS INTL INC COM 4.2%
Value ($000) $6,089 Shares 136,162 Est. Cost $60.70 Unrealized -31.1%
HUM HUMANA INC COM 3.0%
Value ($000) $4,345 Shares 16,379 Est. Cost $218.45 Unrealized +9.5%
JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $4,261 Shares 30,592 Est. Cost $67.92 Unrealized +69.0%
AAPL APPLE INC COM 2.6%
Value ($000) $3,714 Shares 18,764 Est. Cost $21.85 Unrealized +113.4%
PG PROCTER AND GAMBLE CO COM 2.6%
Value ($000) $3,710 Shares 33,832 Est. Cost $60.03 Unrealized +50.8%
XOM EXXON MOBIL CORP COM 2.3%
Value ($000) $3,296 Shares 43,006 Est. Cost $53.77 Unrealized +5.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.2%
Value ($000) $3,139 Shares 20,917 Est. Cost $130.28 Unrealized
CVX CHEVRON CORP NEW COM 2.1%
Value ($000) $3,022 Shares 24,287 Est. Cost $65.72 Unrealized +37.3%
PEP PEPSICO INC COM 2.1%
Value ($000) $3,004 Shares 22,911 Est. Cost $65.49 Unrealized +59.9%
MSFT MICROSOFT CORP COM 2.1%
Value ($000) $2,970 Shares 22,172 Est. Cost $42.38 Unrealized +182.0%
VTV VANGUARD VALUE INDEX FUND 2.1%
Value ($000) $2,968 Shares 26,755 Est. Cost $82.25 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.0%
Value ($000) $2,891 Shares 16,132 Est. Cost $112.03 Unrealized
JPM JPMORGAN CHASE & CO COM 1.6%
Value ($000) $2,383 Shares 21,316 Est. Cost $56.84 Unrealized +61.9%
DIS DISNEY WALT CO COM DISNEY 1.6%
Value ($000) $2,352 Shares 16,846 Est. Cost $77.24 Unrealized +65.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.5%
Value ($000) $2,173 Shares 13,811 Est. Cost $89.60 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 1.5%
Value ($000) $2,157 Shares 16,953 Est. Cost $100.17 Unrealized
PFE PFIZER INC COM 1.4%
Value ($000) $2,076 Shares 47,930 Est. Cost $19.48 Unrealized +50.1%
VOE VANGUARD MID-CAP VALUE INDEX FUND 1.4%
Value ($000) $1,969 Shares 17,680 Est. Cost $85.96 Unrealized
BF/B BROWN FORMAN CORP CL B 1.3%
Value ($000) $1,940 Shares 34,998 Est. Cost $42.25 Unrealized +12.7%
ABBV ABBVIE INC COM 1.3%
Value ($000) $1,918 Shares 26,372 Est. Cost $46.06 Unrealized +28.9%
INTC INTEL CORP COM 1.3%
Value ($000) $1,900 Shares 39,681 Est. Cost $20.93 Unrealized +105.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.3%
Value ($000) $1,812 Shares 15,040 Est. Cost $105.51 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.2%
Value ($000) $1,794 Shares 25,858 Est. Cost $54.09 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.2%
Value ($000) $1,753 Shares 12,293 Est. Cost $87.59 Unrealized
ABT ABBOTT LABS COM 1.2%
Value ($000) $1,742 Shares 20,708 Est. Cost $33.12 Unrealized +112.0%
RWR SPDR DOW JONES REIT ETF 1.2%
Value ($000) $1,715 Shares 17,354 Est. Cost $89.16 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 1.2%
Value ($000) $1,670 Shares 7,383 Est. Cost $156.40 Unrealized
AMZN AMAZON COM INC COM 1.1%
Value ($000) $1,560 Shares 824 Est. Cost $34.67 Unrealized +168.7%
HD HOME DEPOT INC COM 1.1%
Value ($000) $1,530 Shares 7,357 Est. Cost $99.51 Unrealized +70.4%
ADP AUTOMATIC DATA PROCESSING INC COM 1.0%
Value ($000) $1,482 Shares 8,966 Est. Cost $50.78 Unrealized +177.6%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $1,472 Shares 4,993 Est. Cost $254.06 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $1,467 Shares 7,305 Est. Cost $138.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $1,461 Shares 6,855 Est. Cost $135.03 Unrealized +53.2%
BP BP PLC SPONSORED ADR 1.0%
Value ($000) $1,456 Shares 34,920 Est. Cost $38.64 Unrealized
TJX TJX COS INC NEW COM 1.0%
Value ($000) $1,455 Shares 27,507 Est. Cost $34.07 Unrealized +42.9%
T AT&T INC COM 1.0%
Value ($000) $1,434 Shares 42,793 Est. Cost $13.74 Unrealized +9.8%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,404 Shares 6,762 Est. Cost $87.45 Unrealized +94.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.0%
Value ($000) $1,378 Shares 15,459 Est. Cost $69.68 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $1,365 Shares 20,769 Est. Cost $66.90 Unrealized
KO COCA COLA CO COM 0.8%
Value ($000) $1,227 Shares 24,098 Est. Cost $30.43 Unrealized +31.2%
WALGREENS BOOTS ALLIANCE INC COM 0.8%
Value ($000) $1,194 Shares 21,846 Est. Cost $76.01 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,159 Shares 13,824 Est. Cost $42.86 Unrealized +45.0%
BF/A BROWN FORMAN CORP CL A 0.8%
Value ($000) $1,148 Shares 20,866 Est. Cost $26.87 Unrealized +73.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $1,124 Shares 8,149 Est. Cost $111.43 Unrealized -11.5%
MMM 3M CO COM 0.8%
Value ($000) $1,093 Shares 6,303 Est. Cost $102.40 Unrealized +17.8%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.7%
Value ($000) $1,022 Shares 16,843 Est. Cost $86.35 Unrealized
CAT CATERPILLAR INC DEL COM 0.7%
Value ($000) $971 Shares 7,126 Est. Cost $82.07 Unrealized +39.8%
TIP ISHARES TIPS BOND ETF 0.7%
Value ($000) $952 Shares 8,242 Est. Cost $112.09 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.6%
Value ($000) $924 Shares 8,402 Est. Cost $106.06 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $906 Shares 15,518 Est. Cost $51.85 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $884 Shares 16,157 Est. Cost $25.61 Unrealized +76.4%
COST COSTCO WHSL CORP NEW COM 0.6%
Value ($000) $867 Shares 3,282 Est. Cost $121.84 Unrealized +86.0%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $860 Shares 20,345 Est. Cost $27.40 Unrealized +29.7%
IWR ISHARES RUSSELL MID-CAP ETF 0.6%
Value ($000) $859 Shares 15,375 Est. Cost $82.56 Unrealized
META FACEBOOK INC CL A 0.6%
Value ($000) $850 Shares 4,404 Est. Cost $110.80 Unrealized +63.8%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.6%
Value ($000) $839 Shares 18,640 Est. Cost $34.77 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $813 Shares 14,235 Est. Cost $29.91 Unrealized +33.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $806 Shares 9,129 Est. Cost $49.67 Unrealized +36.4%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $774 Shares 5,640 Est. Cost $50.60 Unrealized +105.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $730 Shares 17,016 Est. Cost $42.11 Unrealized
NVDA NVIDIA CORP COM 0.5%
Value ($000) $710 Shares 4,323 Est. Cost $4.71 Unrealized -12.7%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.5%
Value ($000) $704 Shares 11,556 Est. Cost $92.38 Unrealized
WMT WALMART INC COM 0.5%
Value ($000) $696 Shares 6,300 Est. Cost $23.87 Unrealized +31.1%
ITW ILLINOIS TOOL WKS INC COM 0.5%
Value ($000) $673 Shares 4,463 Est. Cost $73.87 Unrealized +74.1%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.5%
Value ($000) $657 Shares 18,893 Est. Cost $31.39 Unrealized
BA BOEING CO COM 0.5%
Value ($000) $653 Shares 1,793 Est. Cost $157.70 Unrealized +126.5%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $650 Shares 3,174 Est. Cost $23.75 Unrealized +76.0%
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $650 Shares 3,300 Est. Cost $119.27 Unrealized +46.9%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $633 Shares 586 Est. Cost $40.88 Unrealized +40.1%
ORCL ORACLE CORP COM 0.4%
Value ($000) $619 Shares 10,865 Est. Cost $38.80 Unrealized +26.7%
UNP UNION PACIFIC CORP COM 0.4%
Value ($000) $596 Shares 3,523 Est. Cost $73.15 Unrealized +102.0%
VIACOM INC NEW CL B 0.4%
Value ($000) $589 Shares 19,712 Est. Cost $29.98 Unrealized
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $574 Shares 54,688 Est. Cost $22.39 Unrealized
SYBT STOCK YDS BANCORP INC COM 0.4%
Value ($000) $566 Shares 15,654 Est. Cost $34.95 Unrealized -1.0%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $565 Shares 10,777 Est. Cost $27.86 Unrealized +39.8%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $550 Shares 6,561 Est. Cost $35.93 Unrealized +89.0%
TGT TARGET CORP COM 0.4%
Value ($000) $525 Shares 6,061 Est. Cost $50.04 Unrealized +35.3%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.4%
Value ($000) $523 Shares 8,036 Est. Cost $42.43 Unrealized
FRME FIRST MERCHANTS CORP COM 0.3%
Value ($000) $506 Shares 13,357 Est. Cost $33.01 Unrealized -11.6%
SO SOUTHERN CO COM 0.3%
Value ($000) $505 Shares 9,131 Est. Cost $30.31 Unrealized +36.4%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $504 Shares 6,420 Est. Cost $53.93 Unrealized +8.1%
RAYTHEON CO COM NEW 0.3%
Value ($000) $501 Shares 2,881 Est. Cost $163.70 Unrealized
WAT WATERS CORP COM 0.3%
Value ($000) $499 Shares 2,319 Est. Cost $98.01 Unrealized +123.0%
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $485 Shares 3,194 Est. Cost $89.69 Unrealized +72.6%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $479 Shares 10,114 Est. Cost $38.68 Unrealized +1.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.3%
Value ($000) $472 Shares 5,846 Est. Cost $79.16 Unrealized
DOV DOVER CORP COM 0.3%
Value ($000) $454 Shares 4,530 Est. Cost $45.15 Unrealized +93.1%
OMC OMNICOM GROUP INC COM 0.3%
Value ($000) $452 Shares 5,520 Est. Cost $48.68 Unrealized +27.3%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.3%
Value ($000) $448 Shares 8,783 Est. Cost $50.81 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $446 Shares 2,567 Est. Cost $137.38 Unrealized +13.8%
MA MASTERCARD INC CL A 0.3%
Value ($000) $439 Shares 1,660 Est. Cost $126.35 Unrealized +91.0%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.3%
Value ($000) $436 Shares 3,679 Est. Cost $113.64 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $433 Shares 400 Est. Cost $42.37 Unrealized +35.6%
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $431 Shares 3,694 Est. Cost $115.09 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $411 Shares 9,065 Est. Cost $34.18 Unrealized +5.7%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $409 Shares 5,381 Est. Cost $46.82 Unrealized +33.9%
CELGENE CORP COM 0.3%
Value ($000) $402 Shares 4,346 Est. Cost $96.18 Unrealized
BAC BANK AMER CORP COM 0.3%
Value ($000) $399 Shares 13,774 Est. Cost $14.54 Unrealized +68.4%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $394 Shares 9,544 Est. Cost $33.21 Unrealized +0.5%
UNILEVER N V N Y SHS NEW 0.3%
Value ($000) $385 Shares 6,334 Est. Cost $41.25 Unrealized
UNITED TECHNOLOGIES CORP COM 0.3%
Value ($000) $383 Shares 2,941 Est. Cost $120.53 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $369 Shares 2,000 Est. Cost $38.14 Unrealized +58.5%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $367 Shares 1,621 Est. Cost $61.55 Unrealized +186.4%
BBH VANECK VECTORS BIOTECH ETF 0.2%
Value ($000) $361 Shares 2,796 Est. Cost $104.14 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $352 Shares 2,852 Est. Cost $71.44 Unrealized +50.4%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.2%
Value ($000) $350 Shares 2,196 Est. Cost $160.05 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $350 Shares 1,195 Est. Cost $241.39 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $346 Shares 5,556 Est. Cost $18.81 Unrealized
HCP INC COM 0.2%
Value ($000) $327 Shares 10,213 Est. Cost $26.44 Unrealized
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $309 Shares 2,981 Est. Cost $32.94 Unrealized +145.5%
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $307 Shares 1,551 Est. Cost $161.75 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $305 Shares 6,446 Est. Cost $32.69 Unrealized -5.4%
PPG PPG INDS INC COM 0.2%
Value ($000) $303 Shares 2,600 Est. Cost $78.73 Unrealized +27.5%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.2%
Value ($000) $297 Shares 10,529 Est. Cost $16.83 Unrealized +14.2%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $292 Shares 1,060 Est. Cost $137.84 Unrealized +78.7%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $287 Shares 6,399 Est. Cost $33.87 Unrealized +16.2%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $285 Shares 2,570 Est. Cost $73.70 Unrealized +46.6%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $284 Shares 3,453 Est. Cost $52.97 Unrealized +31.3%
IYF ISHARES U.S. FINANCIALS ETF 0.2%
Value ($000) $283 Shares 2,254 Est. Cost $106.48 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $282 Shares 1,897 Est. Cost $147.60 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $280 Shares 1,603 Est. Cost $114.87 Unrealized +20.7%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $279 Shares 5,115 Est. Cost $49.03 Unrealized -11.1%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $277 Shares 4,157 Est. Cost $51.13 Unrealized +12.4%
SYY SYSCO CORP COM 0.2%
Value ($000) $277 Shares 3,922 Est. Cost $28.68 Unrealized +107.6%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $276 Shares 1,777 Est. Cost $151.68 Unrealized
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $272 Shares 2,010 Est. Cost $115.73 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $271 Shares 1,450 Est. Cost $154.48 Unrealized
BLACKROCK INC COM 0.2%
Value ($000) $260 Shares 554 Est. Cost $475.46 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $252 Shares 550 Est. Cost $135.68 Unrealized +3.9%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.2%
Value ($000) $250 Shares 2,578 Est. Cost $94.20 Unrealized
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $250 Shares 6,303 Est. Cost $58.19 Unrealized -42.2%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $244 Shares 3,245 Est. Cost $27.24 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $238 Shares 3,894 Est. Cost $42.65 Unrealized +15.4%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $238 Shares 3,527 Est. Cost $66.89 Unrealized -24.0%
ALLERGAN PLC SHS 0.2%
Value ($000) $237 Shares 1,414 Est. Cost $167.61 Unrealized
MOO VANECK VECTORS AGRIBUSINESS ETF 0.2%
Value ($000) $235 Shares 3,515 Est. Cost $65.02 Unrealized
PGX INVESCO PREFERRED ETF 0.2%
Value ($000) $235 Shares 16,055 Est. Cost $13.48 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $234 Shares 1,755 Est. Cost $107.91 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $234 Shares 5,606 Est. Cost $44.08 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $230 Shares 649 Est. Cost $345.15 Unrealized
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $226 Shares 950 Est. Cost $157.22 Unrealized +10.6%
CMI CUMMINS INC COM 0.2%
Value ($000) $223 Shares 1,300 Est. Cost $125.76 Unrealized +9.9%
PXI INVESCO DWA ENERGY MOMENTUM ETF 0.2%
Value ($000) $223 Shares 7,486 Est. Cost $44.27 Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.1%
Value ($000) $214 Shares 7,369 Est. Cost $27.95 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $211 Shares 1,335 Est. Cost $152.06 Unrealized
CHDN CHURCHILL DOWNS INC COM 0.1%
Value ($000) $204 Shares 1,775 Est. Cost $48.99 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $202 Shares 1,105 Est. Cost $182.81 Unrealized
HYD VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 0.1%
Value ($000) $201 Shares 3,159 Est. Cost $63.63 Unrealized
ING ING GROEP N V SPONSORED ADR 0.1%
Value ($000) $174 Shares 15,000 Est. Cost $15.42 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $87 Shares 649 Est. Cost $108.95 Unrealized 0.0%