Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 14, 2022

Total Value ($000): $245,226 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC COM 5.7%
Value ($000) $14,080 Shares 80,639 Est. Cost $87.99 Unrealized +87.3%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3.1%
Value ($000) $7,497 Shares 32,929 Est. Cost $154.70 Unrealized
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $7,041 Shares 22,837 Est. Cost $75.49 Unrealized +286.0%
JNJ JOHNSON & JOHNSON COM 2.4%
Value ($000) $5,878 Shares 33,169 Est. Cost $75.03 Unrealized +102.3%
PG PROCTER AND GAMBLE CO COM 2.3%
Value ($000) $5,529 Shares 36,182 Est. Cost $64.98 Unrealized +118.8%
ABBV ABBVIE INC COM 2.2%
Value ($000) $5,375 Shares 33,158 Est. Cost $54.88 Unrealized +130.3%
NVDA NVIDIA CORPORATION COM 2.2%
Value ($000) $5,303 Shares 19,433 Est. Cost $16.97 Unrealized +47.5%
CVX CHEVRON CORP NEW COM 1.8%
Value ($000) $4,384 Shares 26,922 Est. Cost $67.32 Unrealized +82.3%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $4,344 Shares 1,333 Est. Cost $66.40 Unrealized +132.7%
PEP PEPSICO INC COM 1.7%
Value ($000) $4,125 Shares 24,643 Est. Cost $71.82 Unrealized +106.7%
HUM HUMANA INC COM 1.6%
Value ($000) $3,915 Shares 8,996 Est. Cost $235.35 Unrealized +70.9%
IVW ISHARES S&P 500 GROWTH ETF 1.6%
Value ($000) $3,906 Shares 51,136 Est. Cost $76.24 Unrealized
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $3,794 Shares 27,829 Est. Cost $69.32 Unrealized +92.8%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.5%
Value ($000) $3,772 Shares 23,369 Est. Cost $108.63 Unrealized
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $3,666 Shares 44,390 Est. Cost $52.72 Unrealized +28.8%
PFE PFIZER INC COM 1.5%
Value ($000) $3,599 Shares 69,512 Est. Cost $23.35 Unrealized +81.9%
VTV VANGUARD VALUE INDEX FUND 1.4%
Value ($000) $3,471 Shares 23,485 Est. Cost $82.32 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.3%
Value ($000) $3,266 Shares 27,301 Est. Cost $79.72 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $3,123 Shares 11,247 Est. Cost $89.60 Unrealized
HD HOME DEPOT INC COM 1.2%
Value ($000) $2,841 Shares 9,493 Est. Cost $137.35 Unrealized +128.6%
DIS DISNEY WALT CO COM 1.1%
Value ($000) $2,734 Shares 19,930 Est. Cost $93.14 Unrealized +51.6%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.1%
Value ($000) $2,732 Shares 28,784 Est. Cost $56.03 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.1%
Value ($000) $2,691 Shares 10,522 Est. Cost $166.16 Unrealized
INTC INTEL CORP COM 1.1%
Value ($000) $2,680 Shares 54,083 Est. Cost $30.87 Unrealized +49.6%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $2,652 Shares 949 Est. Cost $61.05 Unrealized +121.0%
ABT ABBOTT LABS COM 1.0%
Value ($000) $2,569 Shares 21,703 Est. Cost $40.39 Unrealized +185.6%
BF/B BROWN FORMAN CORP CL B 1.0%
Value ($000) $2,495 Shares 37,224 Est. Cost $44.27 Unrealized +39.9%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $2,486 Shares 4,317 Est. Cost $171.38 Unrealized +192.2%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $2,445 Shares 5,390 Est. Cost $267.97 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.9%
Value ($000) $2,329 Shares 14,031 Est. Cost $102.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $2,315 Shares 6,559 Est. Cost $178.62 Unrealized +81.1%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.9%
Value ($000) $2,208 Shares 33,590 Est. Cost $41.53 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.9%
Value ($000) $2,146 Shares 41,253 Est. Cost $106.63 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $2,116 Shares 28,756 Est. Cost $66.66 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.8%
Value ($000) $2,083 Shares 13,918 Est. Cost $85.96 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.8%
Value ($000) $1,938 Shares 8,516 Est. Cost $50.78 Unrealized +287.8%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.8%
Value ($000) $1,929 Shares 24,966 Est. Cost $92.89 Unrealized
RWR SPDR DOW JONES REIT ETF 0.8%
Value ($000) $1,926 Shares 16,417 Est. Cost $90.63 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.7%
Value ($000) $1,782 Shares 14,478 Est. Cost $56.65 Unrealized
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,761 Shares 7,123 Est. Cost $96.45 Unrealized +136.2%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.7%
Value ($000) $1,709 Shares 37,278 Est. Cost $33.97 Unrealized
CAT CATERPILLAR INC COM 0.7%
Value ($000) $1,706 Shares 7,658 Est. Cost $91.85 Unrealized +112.8%
TJX TJX COS INC NEW COM 0.7%
Value ($000) $1,700 Shares 28,056 Est. Cost $37.10 Unrealized +70.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,645 Shares 36,432 Est. Cost $43.44 Unrealized
KO COCA COLA CO COM 0.7%
Value ($000) $1,621 Shares 26,147 Est. Cost $32.37 Unrealized +67.0%
WALGREENS BOOTS ALLIANCE INC COM 0.7%
Value ($000) $1,611 Shares 35,984 Est. Cost $63.34 Unrealized
TGT TARGET CORP COM 0.6%
Value ($000) $1,588 Shares 7,485 Est. Cost $65.44 Unrealized +192.3%
T AT&T INC COM 0.6%
Value ($000) $1,552 Shares 65,664 Est. Cost $14.91 Unrealized +0.0%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,533 Shares 551 Est. Cost $54.84 Unrealized +145.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $1,470 Shares 14,836 Est. Cost $62.01 Unrealized +39.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $1,470 Shares 20,131 Est. Cost $41.83 Unrealized +35.9%
MRK MERCK & CO INC COM 0.6%
Value ($000) $1,460 Shares 17,789 Est. Cost $49.84 Unrealized +40.2%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $1,459 Shares 20,185 Est. Cost $54.90 Unrealized
CRM SALESFORCE INC COM 0.6%
Value ($000) $1,406 Shares 6,622 Est. Cost $157.79 Unrealized +34.8%
BAC BK OF AMERICA CORP COM 0.6%
Value ($000) $1,401 Shares 33,991 Est. Cost $23.39 Unrealized +74.5%
BP BP PLC SPONSORED ADR 0.6%
Value ($000) $1,378 Shares 46,861 Est. Cost $34.79 Unrealized
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $1,323 Shares 10,620 Est. Cost $116.74 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,291 Shares 11,560 Est. Cost $57.70 Unrealized +54.6%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,283 Shares 25,187 Est. Cost $34.91 Unrealized +18.9%
V VISA INC COM CL A 0.5%
Value ($000) $1,281 Shares 5,776 Est. Cost $162.50 Unrealized +29.3%
BF/A BROWN FORMAN CORP CL A 0.5%
Value ($000) $1,277 Shares 20,351 Est. Cost $26.87 Unrealized +114.5%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $1,219 Shares 2,700 Est. Cost $343.92 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $1,212 Shares 5,450 Est. Cost $162.63 Unrealized +52.6%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.5%
Value ($000) $1,209 Shares 14,514 Est. Cost $85.83 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.5%
Value ($000) $1,176 Shares 31,097 Est. Cost $34.58 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $1,165 Shares 6,318 Est. Cost $59.71 Unrealized +191.6%
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,123 Shares 4,109 Est. Cost $96.72 Unrealized +138.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,108 Shares 10,305 Est. Cost $107.75 Unrealized
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,105 Shares 19,825 Est. Cost $29.07 Unrealized +73.0%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,080 Shares 2,118 Est. Cost $261.01 Unrealized +72.8%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,077 Shares 2,876 Est. Cost $39.06 Unrealized +6.6%
MMM 3M CO COM 0.4%
Value ($000) $1,068 Shares 7,173 Est. Cost $106.22 Unrealized +7.9%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,068 Shares 22,803 Est. Cost $29.60 Unrealized +44.8%
WMT WALMART INC COM 0.4%
Value ($000) $1,067 Shares 7,166 Est. Cost $28.32 Unrealized +57.5%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $1,018 Shares 12,021 Est. Cost $55.76 Unrealized +29.2%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $978 Shares 9,666 Est. Cost $55.01 Unrealized +67.3%
IWR ISHARES RUSSELL MID-CAP ETF 0.4%
Value ($000) $968 Shares 12,408 Est. Cost $82.47 Unrealized
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $962 Shares 10,236 Est. Cost $59.91 Unrealized +38.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $950 Shares 7,310 Est. Cost $109.62 Unrealized +2.3%
ORCL ORACLE CORP COM 0.4%
Value ($000) $948 Shares 11,456 Est. Cost $39.76 Unrealized +93.6%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.4%
Value ($000) $935 Shares 16,241 Est. Cost $53.94 Unrealized
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $934 Shares 7,086 Est. Cost $35.61 Unrealized +273.2%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.4%
Value ($000) $892 Shares 10,643 Est. Cost $92.39 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $883 Shares 5,781 Est. Cost $49.54 Unrealized +210.0%
DG DOLLAR GEN CORP NEW COM 0.4%
Value ($000) $861 Shares 3,866 Est. Cost $155.81 Unrealized +27.6%
TSLA TESLA INC COM 0.4%
Value ($000) $860 Shares 798 Est. Cost $178.01 Unrealized +75.0%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.3%
Value ($000) $837 Shares 18,414 Est. Cost $42.91 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $814 Shares 4,353 Est. Cost $78.69 Unrealized +118.3%
COHEN & STEERS INFRASTRUCTURE COM 0.3%
Value ($000) $811 Shares 28,026 Est. Cost $27.83 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $800 Shares 13,949 Est. Cost $27.34 Unrealized +67.0%
REAVES UTIL INCOME FD COM SH BEN INT 0.3%
Value ($000) $790 Shares 22,862 Est. Cost $33.51 Unrealized
SO SOUTHERN CO COM 0.3%
Value ($000) $784 Shares 10,809 Est. Cost $33.94 Unrealized +73.0%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $777 Shares 11,847 Est. Cost $34.14 Unrealized +86.4%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $761 Shares 3,306 Est. Cost $119.27 Unrealized +81.1%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $755 Shares 2,574 Est. Cost $173.98 Unrealized +41.2%
BLACKROCK INC COM 0.3%
Value ($000) $752 Shares 984 Est. Cost $493.97 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $751 Shares 2,102 Est. Cost $168.03 Unrealized +109.3%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $736 Shares 2,570 Est. Cost $73.70 Unrealized +237.2%
WAT WATERS CORP COM 0.3%
Value ($000) $729 Shares 2,349 Est. Cost $99.58 Unrealized +226.7%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $720 Shares 3,438 Est. Cost $73.87 Unrealized +175.7%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $719 Shares 3,978 Est. Cost $136.22 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.3%
Value ($000) $717 Shares 7,836 Est. Cost $62.95 Unrealized -7.0%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $716 Shares 1,976 Est. Cost $238.44 Unrealized
PZZA PAPA JOHNS INTL INC COM 0.3%
Value ($000) $715 Shares 6,787 Est. Cost $61.15 Unrealized +60.7%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.3%
Value ($000) $714 Shares 4,245 Est. Cost $119.29 Unrealized
DOV DOVER CORP COM 0.3%
Value ($000) $701 Shares 4,466 Est. Cost $45.15 Unrealized +245.7%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $696 Shares 5,913 Est. Cost $60.72 Unrealized +84.8%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $685 Shares 7,526 Est. Cost $46.94 Unrealized +83.1%
BA BOEING CO COM 0.3%
Value ($000) $674 Shares 3,521 Est. Cost $205.33 Unrealized -2.2%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $645 Shares 12,083 Est. Cost $57.62 Unrealized -7.1%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $644 Shares 12,326 Est. Cost $31.60 Unrealized +17.5%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $640 Shares 3,117 Est. Cost $200.79 Unrealized
F FORD MTR CO DEL COM 0.3%
Value ($000) $640 Shares 37,860 Est. Cost $5.87 Unrealized +148.0%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $626 Shares 10,530 Est. Cost $58.17 Unrealized -5.2%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $619 Shares 2,480 Est. Cost $235.50 Unrealized +13.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $579 Shares 981 Est. Cost $336.38 Unrealized +68.9%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $572 Shares 10,758 Est. Cost $28.92 Unrealized +65.4%
SYBT STOCK YDS BANCORP INC COM 0.2%
Value ($000) $542 Shares 10,240 Est. Cost $35.60 Unrealized +61.0%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.2%
Value ($000) $540 Shares 11,375 Est. Cost $18.62 Unrealized +92.5%
CHDN CHURCHILL DOWNS INC COM 0.2%
Value ($000) $531 Shares 2,395 Est. Cost $54.00 Unrealized +100.9%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $530 Shares 5,401 Est. Cost $54.84 Unrealized +59.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $529 Shares 1 Est. Cost $431815.88 Unrealized +12.4%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $518 Shares 947 Est. Cost $141.94 Unrealized +270.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $503 Shares 6,436 Est. Cost $79.56 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $490 Shares 3,148 Est. Cost $120.81 Unrealized
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $468 Shares 1,200 Est. Cost $153.14 Unrealized +96.7%
DOC HEALTHPEAK PROPERTIES INC COM 0.2%
Value ($000) $468 Shares 13,621 Est. Cost $25.10 Unrealized +7.4%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $461 Shares 5,436 Est. Cost $48.95 Unrealized +43.4%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $459 Shares 2,358 Est. Cost $133.44 Unrealized +27.7%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $451 Shares 2,101 Est. Cost $83.14 Unrealized +113.1%
MTCH MATCH GROUP INC NEW COM 0.2%
Value ($000) $440 Shares 4,047 Est. Cost $103.47 Unrealized +4.3%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $433 Shares 5,577 Est. Cost $64.12 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.2%
Value ($000) $403 Shares 3,856 Est. Cost $66.42 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $382 Shares 14,790 Est. Cost $21.70 Unrealized
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $377 Shares 3,150 Est. Cost $136.42 Unrealized -23.6%
RPM RPM INTL INC COM 0.2%
Value ($000) $375 Shares 4,600 Est. Cost $88.40 Unrealized -2.9%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $369 Shares 825 Est. Cost $299.82 Unrealized +29.3%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $342 Shares 4,768 Est. Cost $49.24 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $337 Shares 1,350 Est. Cost $61.55 Unrealized +276.8%
CMI CUMMINS INC COM 0.1%
Value ($000) $328 Shares 1,600 Est. Cost $131.98 Unrealized +49.0%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $324 Shares 2,386 Est. Cost $67.52 Unrealized +64.5%
SYY SYSCO CORP COM 0.1%
Value ($000) $314 Shares 3,844 Est. Cost $67.64 Unrealized +7.4%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $314 Shares 4,865 Est. Cost $64.90 Unrealized
UBS AG FI ENHANCED GLOBAL HIGH YIELD ETN 0.1%
Value ($000) $313 Shares 1,277 Est. Cost $183.24 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $306 Shares 1,222 Est. Cost $211.81 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $297 Shares 2,886 Est. Cost $106.97 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $294 Shares 1,500 Est. Cost $152.66 Unrealized +21.6%
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $292 Shares 3,631 Est. Cost $72.17 Unrealized -3.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $289 Shares 2,313 Est. Cost $139.12 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $283 Shares 1,400 Est. Cost $158.02 Unrealized +35.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $280 Shares 409 Est. Cost $36.20 Unrealized +23.4%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $278 Shares 976 Est. Cost $180.19 Unrealized +40.4%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $275 Shares 5,536 Est. Cost $36.07 Unrealized +16.0%
PPG PPG INDS INC COM 0.1%
Value ($000) $275 Shares 2,100 Est. Cost $86.36 Unrealized +55.0%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $273 Shares 2,307 Est. Cost $88.87 Unrealized +5.9%
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $266 Shares 6,405 Est. Cost $32.93 Unrealized +13.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $264 Shares 5,438 Est. Cost $31.62 Unrealized +53.4%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $263 Shares 4,789 Est. Cost $54.92 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $261 Shares 2,391 Est. Cost $84.59 Unrealized +41.1%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $254 Shares 5,827 Est. Cost $40.00 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $254 Shares 2,321 Est. Cost $90.66 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $251 Shares 5,517 Est. Cost $60.32 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $251 Shares 6,040 Est. Cost $35.71 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $247 Shares 6,596 Est. Cost $33.29 Unrealized +0.6%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.1%
Value ($000) $242 Shares 4,461 Est. Cost $48.95 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $232 Shares 5,399 Est. Cost $28.18 Unrealized +41.5%
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $228 Shares 2,694 Est. Cost $74.98 Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.1%
Value ($000) $224 Shares 4,000 Est. Cost $53.30 Unrealized -3.2%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $221 Shares 11,694 Est. Cost $9.94 Unrealized +42.8%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $218 Shares 1,843 Est. Cost $108.09 Unrealized +5.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $216 Shares 475 Est. Cost $374.02 Unrealized +28.6%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $213 Shares 1,922 Est. Cost $93.67 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $210 Shares 4,561 Est. Cost $49.25 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $210 Shares 1,350 Est. Cost $133.05 Unrealized +7.8%
GGG GRACO INC COM 0.1%
Value ($000) $209 Shares 3,000 Est. Cost $62.71 Unrealized +9.1%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.1%
Value ($000) $209 Shares 5,155 Est. Cost $42.29 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.1%
Value ($000) $209 Shares 2,790 Est. Cost $77.06 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.1%
Value ($000) $208 Shares 2,219 Est. Cost $95.16 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $208 Shares 1,307 Est. Cost $173.61 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $207 Shares 1,860 Est. Cost $111.83 Unrealized
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $204 Shares 4,414 Est. Cost $38.65 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $201 Shares 301 Est. Cost $691.03 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $200 Shares 2,000 Est. Cost $108.85 Unrealized -7.9%
HIVE BLOCKCHAIN TECHNLGIES LTD COM 0.0%
Value ($000) $44 Shares 20,607 Est. Cost $2.62 Unrealized
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $25 Shares 11,086 Est. Cost $1.92 Unrealized
CONFORMIS INC COM 0.0%
Value ($000) $15 Shares 23,302 Est. Cost $0.75 Unrealized
SURGALIGN HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 12,145 Est. Cost $1.07 Unrealized