Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 18, 2022

Total Value ($000): $258,124 (100.0% shares, 0.0% debt)

Holdings (194)

AAPL APPLE INC COM 5.5%
Value ($000) $14,116 Shares 79,496 Est. Cost $86.88 Unrealized +78.1%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3.2%
Value ($000) $8,238 Shares 34,121 Est. Cost $154.70 Unrealized
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $7,174 Shares 21,331 Est. Cost $60.25 Unrealized +420.2%
PG PROCTER AND GAMBLE CO COM 2.3%
Value ($000) $5,936 Shares 36,291 Est. Cost $64.98 Unrealized +106.4%
JNJ JOHNSON & JOHNSON COM 2.2%
Value ($000) $5,581 Shares 32,627 Est. Cost $73.76 Unrealized +96.7%
NVDA NVIDIA CORPORATION COM 2.2%
Value ($000) $5,578 Shares 18,965 Est. Cost $16.77 Unrealized +63.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.8%
Value ($000) $4,751 Shares 41,233 Est. Cost $106.63 Unrealized
ABBV ABBVIE INC COM 1.8%
Value ($000) $4,531 Shares 33,467 Est. Cost $54.88 Unrealized +85.3%
AMZN AMAZON COM INC COM 1.7%
Value ($000) $4,338 Shares 1,301 Est. Cost $64.23 Unrealized +166.5%
IVW ISHARES S&P 500 GROWTH ETF 1.7%
Value ($000) $4,312 Shares 51,542 Est. Cost $76.24 Unrealized
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $4,287 Shares 27,074 Est. Cost $67.53 Unrealized +118.9%
PEP PEPSICO INC COM 1.7%
Value ($000) $4,283 Shares 24,653 Est. Cost $71.82 Unrealized +99.7%
HUM HUMANA INC COM 1.6%
Value ($000) $4,152 Shares 8,951 Est. Cost $235.35 Unrealized +80.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.5%
Value ($000) $3,896 Shares 23,465 Est. Cost $108.63 Unrealized
PFE PFIZER INC COM 1.5%
Value ($000) $3,879 Shares 65,692 Est. Cost $22.24 Unrealized +80.9%
HD HOME DEPOT INC COM 1.4%
Value ($000) $3,738 Shares 9,007 Est. Cost $127.81 Unrealized +168.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $3,450 Shares 11,288 Est. Cost $89.60 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.3%
Value ($000) $3,426 Shares 23,291 Est. Cost $82.32 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.3%
Value ($000) $3,327 Shares 27,186 Est. Cost $79.72 Unrealized
CVX CHEVRON CORP NEW COM 1.3%
Value ($000) $3,247 Shares 27,669 Est. Cost $67.32 Unrealized +42.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.2%
Value ($000) $3,078 Shares 10,505 Est. Cost $166.16 Unrealized
ABT ABBOTT LABS COM 1.2%
Value ($000) $3,054 Shares 21,703 Est. Cost $40.39 Unrealized +193.9%
DIS DISNEY WALT CO COM 1.2%
Value ($000) $3,041 Shares 19,630 Est. Cost $92.41 Unrealized +70.7%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.1%
Value ($000) $2,832 Shares 28,846 Est. Cost $56.03 Unrealized
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $2,777 Shares 45,383 Est. Cost $52.72 Unrealized +2.3%
BF/B BROWN FORMAN CORP CL B 1.1%
Value ($000) $2,729 Shares 37,458 Est. Cost $44.27 Unrealized +47.6%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $2,569 Shares 5,387 Est. Cost $267.97 Unrealized
INTC INTEL CORP COM 1.0%
Value ($000) $2,563 Shares 49,776 Est. Cost $29.55 Unrealized +60.0%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $2,494 Shares 862 Est. Cost $53.59 Unrealized +167.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.9%
Value ($000) $2,409 Shares 14,348 Est. Cost $102.27 Unrealized
COST COSTCO WHSL CORP NEW COM 0.9%
Value ($000) $2,384 Shares 4,200 Est. Cost $162.20 Unrealized +200.9%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.9%
Value ($000) $2,340 Shares 34,086 Est. Cost $41.53 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $2,271 Shares 28,869 Est. Cost $66.66 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.8%
Value ($000) $2,112 Shares 8,566 Est. Cost $50.78 Unrealized +308.2%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.8%
Value ($000) $2,109 Shares 14,031 Est. Cost $85.96 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.8%
Value ($000) $2,053 Shares 24,080 Est. Cost $93.47 Unrealized
RWR SPDR DOW JONES REIT ETF 0.8%
Value ($000) $2,045 Shares 16,743 Est. Cost $90.63 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.8%
Value ($000) $1,971 Shares 14,556 Est. Cost $56.65 Unrealized
TJX TJX COS INC NEW COM 0.7%
Value ($000) $1,928 Shares 25,393 Est. Cost $34.36 Unrealized +90.0%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,911 Shares 7,130 Est. Cost $96.45 Unrealized +138.1%
WALGREENS BOOTS ALLIANCE INC COM 0.7%
Value ($000) $1,905 Shares 36,522 Est. Cost $63.34 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $1,897 Shares 6,343 Est. Cost $173.69 Unrealized +64.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,754 Shares 35,897 Est. Cost $43.41 Unrealized
TGT TARGET CORP COM 0.7%
Value ($000) $1,748 Shares 7,553 Est. Cost $65.44 Unrealized +227.3%
META META PLATFORMS INC CL A 0.7%
Value ($000) $1,744 Shares 5,185 Est. Cost $158.26 Unrealized +108.3%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.7%
Value ($000) $1,732 Shares 37,105 Est. Cost $33.97 Unrealized
CRM SALESFORCE COM INC COM 0.6%
Value ($000) $1,655 Shares 6,514 Est. Cost $156.88 Unrealized +77.0%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $1,604 Shares 7,760 Est. Cost $91.85 Unrealized +103.3%
T AT&T INC COM 0.6%
Value ($000) $1,599 Shares 64,982 Est. Cost $14.91 Unrealized -1.6%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,573 Shares 543 Est. Cost $53.66 Unrealized +166.4%
KO COCA COLA CO COM 0.6%
Value ($000) $1,556 Shares 26,284 Est. Cost $32.37 Unrealized +51.9%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $1,520 Shares 20,617 Est. Cost $54.90 Unrealized
NFLX NETFLIX INC COM 0.6%
Value ($000) $1,443 Shares 2,395 Est. Cost $38.54 Unrealized +65.8%
BAC BK OF AMERICA CORP COM 0.5%
Value ($000) $1,411 Shares 31,724 Est. Cost $22.15 Unrealized +85.2%
BF/A BROWN FORMAN CORP CL A 0.5%
Value ($000) $1,380 Shares 20,351 Est. Cost $26.87 Unrealized +127.3%
MMM 3M CO COM 0.5%
Value ($000) $1,372 Shares 7,723 Est. Cost $106.22 Unrealized +19.8%
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $1,366 Shares 10,571 Est. Cost $116.74 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,362 Shares 17,776 Est. Cost $49.84 Unrealized +40.2%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,309 Shares 25,196 Est. Cost $34.91 Unrealized +15.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $1,274 Shares 20,426 Est. Cost $41.83 Unrealized +17.7%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $1,267 Shares 6,317 Est. Cost $59.71 Unrealized +191.9%
BP BP PLC SPONSORED ADR 0.5%
Value ($000) $1,266 Shares 47,559 Est. Cost $34.79 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $1,262 Shares 14,663 Est. Cost $61.72 Unrealized +28.5%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,253 Shares 19,769 Est. Cost $29.07 Unrealized +73.6%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.5%
Value ($000) $1,232 Shares 14,540 Est. Cost $85.83 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,222 Shares 5,641 Est. Cost $161.36 Unrealized +29.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,216 Shares 11,592 Est. Cost $57.70 Unrealized +49.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,187 Shares 10,321 Est. Cost $107.75 Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $1,174 Shares 2,472 Est. Cost $334.00 Unrealized
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,125 Shares 22,360 Est. Cost $29.34 Unrealized +57.3%
DG DOLLAR GEN CORP NEW COM 0.4%
Value ($000) $1,108 Shares 4,699 Est. Cost $155.81 Unrealized +32.4%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $1,105 Shares 7,023 Est. Cost $35.61 Unrealized +292.0%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $1,092 Shares 11,695 Est. Cost $55.31 Unrealized +39.9%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $1,081 Shares 5,911 Est. Cost $49.54 Unrealized +194.8%
WMT WALMART INC COM 0.4%
Value ($000) $1,040 Shares 7,185 Est. Cost $28.32 Unrealized +59.5%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.4%
Value ($000) $1,030 Shares 16,809 Est. Cost $53.94 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,029 Shares 2,049 Est. Cost $254.61 Unrealized +65.8%
IWR ISHARES RUSSELL MID-CAP ETF 0.4%
Value ($000) $1,023 Shares 12,328 Est. Cost $82.47 Unrealized
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $1,014 Shares 9,831 Est. Cost $55.01 Unrealized +46.3%
ORCL ORACLE CORP COM 0.4%
Value ($000) $1,002 Shares 11,484 Est. Cost $39.76 Unrealized +123.6%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.4%
Value ($000) $987 Shares 10,637 Est. Cost $92.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $986 Shares 7,379 Est. Cost $109.62 Unrealized -2.9%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $972 Shares 10,234 Est. Cost $59.91 Unrealized +27.4%
JCI JOHNSON CTLS INTL PLC SHS 0.4%
Value ($000) $963 Shares 11,846 Est. Cost $34.14 Unrealized +104.0%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $960 Shares 8,205 Est. Cost $46.94 Unrealized +117.7%
UNP UNION PAC CORP COM 0.4%
Value ($000) $934 Shares 3,709 Est. Cost $82.29 Unrealized +161.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $901 Shares 2 Est. Cost $431815.88 Unrealized 0.0%
PZZA PAPA JOHNS INTL INC COM 0.3%
Value ($000) $895 Shares 6,705 Est. Cost $60.70 Unrealized +84.4%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.3%
Value ($000) $881 Shares 17,145 Est. Cost $42.72 Unrealized
BLACKROCK INC COM 0.3%
Value ($000) $875 Shares 956 Est. Cost $486.05 Unrealized
WAT WATERS CORP COM 0.3%
Value ($000) $875 Shares 2,349 Est. Cost $99.58 Unrealized +251.3%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $848 Shares 3,438 Est. Cost $73.87 Unrealized +184.7%
TSLA TESLA INC COM 0.3%
Value ($000) $836 Shares 791 Est. Cost $178.01 Unrealized +88.4%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $830 Shares 3,306 Est. Cost $119.27 Unrealized +78.1%
DOV DOVER CORP COM 0.3%
Value ($000) $804 Shares 4,430 Est. Cost $45.15 Unrealized +256.5%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $798 Shares 10,994 Est. Cost $58.17 Unrealized +1.1%
REAVES UTIL INCOME FD COM SH BEN INT 0.3%
Value ($000) $798 Shares 22,714 Est. Cost $33.51 Unrealized
VIACOMCBS INC CL B 0.3%
Value ($000) $795 Shares 26,349 Est. Cost $34.00 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.3%
Value ($000) $794 Shares 27,876 Est. Cost $27.83 Unrealized
F FORD MTR CO DEL COM 0.3%
Value ($000) $784 Shares 37,727 Est. Cost $5.87 Unrealized +138.6%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.3%
Value ($000) $782 Shares 4,301 Est. Cost $119.29 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $760 Shares 5,863 Est. Cost $60.72 Unrealized +92.1%
GE GENERAL ELECTRIC CO COM NEW 0.3%
Value ($000) $750 Shares 7,940 Est. Cost $62.95 Unrealized -2.2%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $749 Shares 2,085 Est. Cost $168.03 Unrealized +101.0%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $744 Shares 2,262 Est. Cost $164.08 Unrealized +64.6%
SO SOUTHERN CO COM 0.3%
Value ($000) $742 Shares 10,822 Est. Cost $33.94 Unrealized +61.2%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $737 Shares 1,852 Est. Cost $230.14 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $715 Shares 2,030 Est. Cost $228.63 Unrealized +36.1%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $712 Shares 4,352 Est. Cost $78.69 Unrealized +105.6%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $710 Shares 2,570 Est. Cost $73.70 Unrealized +230.9%
BA BOEING CO COM 0.3%
Value ($000) $693 Shares 3,440 Est. Cost $205.43 Unrealized +2.8%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $666 Shares 3,898 Est. Cost $135.30 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $640 Shares 2,422 Est. Cost $211.81 Unrealized
KR KROGER CO COM 0.2%
Value ($000) $638 Shares 14,098 Est. Cost $27.34 Unrealized +40.8%
SYBT STOCK YDS BANCORP INC COM 0.2%
Value ($000) $629 Shares 9,850 Est. Cost $34.74 Unrealized +81.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $622 Shares 932 Est. Cost $324.19 Unrealized +90.4%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $617 Shares 937 Est. Cost $137.84 Unrealized +355.4%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.2%
Value ($000) $614 Shares 11,551 Est. Cost $18.62 Unrealized +147.3%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $599 Shares 10,657 Est. Cost $28.92 Unrealized +68.9%
C CITIGROUP INC COM NEW 0.2%
Value ($000) $590 Shares 9,762 Est. Cost $58.60 Unrealized -2.4%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $583 Shares 12,311 Est. Cost $31.60 Unrealized +3.8%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $583 Shares 2,621 Est. Cost $199.93 Unrealized
CHDN CHURCHILL DOWNS INC COM 0.2%
Value ($000) $577 Shares 2,395 Est. Cost $54.00 Unrealized +116.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $555 Shares 6,835 Est. Cost $79.56 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $550 Shares 3,512 Est. Cost $120.81 Unrealized
MTCH MATCH GROUP INC NEW COM 0.2%
Value ($000) $535 Shares 4,047 Est. Cost $103.47 Unrealized +36.8%
DOC HEALTHPEAK PROPERTIES INC COM 0.2%
Value ($000) $505 Shares 13,981 Est. Cost $25.10 Unrealized +9.1%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $505 Shares 5,437 Est. Cost $54.84 Unrealized +57.7%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $488 Shares 2,340 Est. Cost $133.44 Unrealized +38.7%
RPM RPM INTL INC COM 0.2%
Value ($000) $465 Shares 4,600 Est. Cost $88.40 Unrealized +3.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $464 Shares 5,733 Est. Cost $64.12 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $450 Shares 2,099 Est. Cost $83.14 Unrealized +102.8%
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $449 Shares 1,200 Est. Cost $153.14 Unrealized +80.0%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $411 Shares 1,350 Est. Cost $61.55 Unrealized +328.4%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $398 Shares 5,436 Est. Cost $48.95 Unrealized +25.5%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $382 Shares 3,448 Est. Cost $90.66 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $372 Shares 3,903 Est. Cost $66.42 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $362 Shares 2,100 Est. Cost $86.36 Unrealized +70.8%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $360 Shares 3,139 Est. Cost $106.97 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $355 Shares 1,374 Est. Cost $156.97 Unrealized +40.0%
CMI CUMMINS INC COM 0.1%
Value ($000) $349 Shares 1,600 Est. Cost $131.98 Unrealized +56.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $325 Shares 14,790 Est. Cost $21.70 Unrealized
UBS AG FI ENHANCED GLOBAL HIGH YIELD ETN 0.1%
Value ($000) $314 Shares 1,277 Est. Cost $183.24 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $310 Shares 2,157 Est. Cost $80.82 Unrealized +66.3%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $305 Shares 4,909 Est. Cost $49.24 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $304 Shares 3,868 Est. Cost $67.64 Unrealized +1.7%
KLIC KULICKE & SOFFA INDS INC COM 0.1%
Value ($000) $303 Shares 5,000 Est. Cost $53.30 Unrealized 0.0%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $300 Shares 4,479 Est. Cost $64.93 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $297 Shares 5,527 Est. Cost $60.32 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $291 Shares 976 Est. Cost $180.19 Unrealized +41.6%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $284 Shares 1,506 Est. Cost $251.75 Unrealized -14.2%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $280 Shares 396 Est. Cost $35.93 Unrealized +20.5%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.1%
Value ($000) $277 Shares 2,616 Est. Cost $95.16 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $274 Shares 709 Est. Cost $285.45 Unrealized +22.0%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $272 Shares 2,386 Est. Cost $67.52 Unrealized +57.5%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $271 Shares 1,500 Est. Cost $152.66 Unrealized +10.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $269 Shares 1,938 Est. Cost $141.86 Unrealized
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $268 Shares 6,405 Est. Cost $32.93 Unrealized +9.2%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $261 Shares 5,438 Est. Cost $31.62 Unrealized +40.5%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $261 Shares 460 Est. Cost $370.53 Unrealized +68.7%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $257 Shares 5,827 Est. Cost $40.00 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $255 Shares 1,834 Est. Cost $108.09 Unrealized +9.4%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $250 Shares 2,307 Est. Cost $88.87 Unrealized 0.0%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.1%
Value ($000) $249 Shares 4,444 Est. Cost $48.95 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $248 Shares 6,593 Est. Cost $33.29 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $247 Shares 1,350 Est. Cost $133.05 Unrealized +23.0%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $246 Shares 5,651 Est. Cost $28.18 Unrealized +31.8%
IAC IAC INTERACTIVECORP NEW COM NEW 0.1%
Value ($000) $245 Shares 1,875 Est. Cost $129.53 Unrealized -12.9%
GGG GRACO INC COM 0.1%
Value ($000) $242 Shares 3,000 Est. Cost $62.71 Unrealized +14.7%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $241 Shares 5,968 Est. Cost $35.64 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $240 Shares 301 Est. Cost $691.03 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $234 Shares 2,694 Est. Cost $74.98 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.1%
Value ($000) $231 Shares 2,790 Est. Cost $77.06 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $230 Shares 978 Est. Cost $201.55 Unrealized +6.9%
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $230 Shares 2,000 Est. Cost $108.85 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $225 Shares 1,296 Est. Cost $173.61 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $220 Shares 5,271 Est. Cost $35.78 Unrealized 0.0%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.1%
Value ($000) $218 Shares 5,155 Est. Cost $42.29 Unrealized
BUNGE LIMITED COM 0.1%
Value ($000) $216 Shares 2,315 Est. Cost $93.30 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $214 Shares 4,330 Est. Cost $49.42 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $213 Shares 2,040 Est. Cost $101.14 Unrealized
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $210 Shares 3,031 Est. Cost $72.67 Unrealized 0.0%
NET CLOUDFLARE INC CL A COM 0.1%
Value ($000) $210 Shares 1,600 Est. Cost $167.57 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $208 Shares 4,789 Est. Cost $40.80 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $208 Shares 1,860 Est. Cost $111.83 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $203 Shares 8,200 Est. Cost $21.87 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $202 Shares 2,372 Est. Cost $70.92 Unrealized 0.0%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $201 Shares 712 Est. Cost $282.30 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $201 Shares 788 Est. Cost $255.08 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $185 Shares 11,679 Est. Cost $9.94 Unrealized +32.8%
HIVE BLOCKCHAIN TECHNLGIES LTD COM 0.0%
Value ($000) $54 Shares 20,607 Est. Cost $2.62 Unrealized
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $33 Shares 11,086 Est. Cost $1.92 Unrealized
CONFORMIS INC COM 0.0%
Value ($000) $18 Shares 23,302 Est. Cost $0.75 Unrealized
SURGALIGN HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 12,130 Est. Cost $1.07 Unrealized