Stockman Wealth Management, Inc. Diversified Active

CIK: 0001389400 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 7, 2022

Total Value ($000): $369,698 (99.7% shares, 0.3% debt)

Holdings (175)

AAPL APPLE INC 4.6%
Value ($000) $17,057 Shares 123,420 Est. Cost $107.19 Unrealized +43.9%
MSFT MICROSOFT CORP 4.4%
Value ($000) $16,164 Shares 69,404 Est. Cost $116.77 Unrealized +120.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $11,099 Shares 41,565 Est. Cost $196.13 Unrealized +45.1%
MRK MERCK & CO INC 2.8%
Value ($000) $10,458 Shares 121,437 Est. Cost $54.02 Unrealized +48.9%
LMBS FIRST TR EXCHANGE-TRADED FD 2.8%
Value ($000) $10,321 Shares 217,964 Est. Cost $50.92 Unrealized
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $9,426 Shares 90,202 Est. Cost $89.73 Unrealized +17.7%
IBM INTERNATIONAL BUSINESS MACHS 2.4%
Value ($000) $8,776 Shares 73,869 Est. Cost $100.95 Unrealized +14.5%
CSCO CISCO SYS INC 2.4%
Value ($000) $8,754 Shares 218,847 Est. Cost $34.13 Unrealized +17.3%
USO UNITED STS OIL FD LP 2.3%
Value ($000) $8,656 Shares 132,604 Est. Cost $43.13 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 2.3%
Value ($000) $8,433 Shares 76,698 Est. Cost $140.81 Unrealized
PFE PFIZER INC 2.2%
Value ($000) $8,287 Shares 189,372 Est. Cost $24.30 Unrealized +66.3%
PG PROCTER AND GAMBLE CO 2.2%
Value ($000) $8,170 Shares 64,714 Est. Cost $80.07 Unrealized +63.1%
CVX CHEVRON CORP NEW 2.2%
Value ($000) $8,056 Shares 56,071 Est. Cost $75.68 Unrealized +75.5%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $7,986 Shares 91,467 Est. Cost $50.71 Unrealized +60.4%
USB US BANCORP DEL 2.1%
Value ($000) $7,692 Shares 190,763 Est. Cost $30.93 Unrealized +26.8%
BMY BRISTOL-MYERS SQUIBB CO 2.1%
Value ($000) $7,682 Shares 108,057 Est. Cost $42.54 Unrealized +46.5%
CVS CVS HEALTH CORP 2.0%
Value ($000) $7,214 Shares 75,647 Est. Cost $56.85 Unrealized +54.2%
CAT CATERPILLAR INC 1.9%
Value ($000) $7,117 Shares 43,375 Est. Cost $171.74 Unrealized +0.3%
INTC INTEL CORP 1.9%
Value ($000) $6,903 Shares 267,875 Est. Cost $37.87 Unrealized -14.7%
ABBV ABBVIE INC 1.8%
Value ($000) $6,817 Shares 50,794 Est. Cost $69.64 Unrealized +82.5%
MDU MDU RES GROUP INC 1.8%
Value ($000) $6,728 Shares 245,998 Est. Cost $8.68 Unrealized +15.4%
KHC KRAFT HEINZ CO 1.8%
Value ($000) $6,665 Shares 199,837 Est. Cost $31.62 Unrealized -0.5%
LMT LOCKHEED MARTIN CORP 1.8%
Value ($000) $6,471 Shares 16,752 Est. Cost $337.65 Unrealized +12.8%
HON HONEYWELL INTL INC 1.7%
Value ($000) $6,448 Shares 38,617 Est. Cost $129.06 Unrealized +25.6%
T AT&T INC 1.7%
Value ($000) $6,338 Shares 413,146 Est. Cost $15.19 Unrealized -0.7%
BUD ANHEUSER BUSCH INBEV SA/NV 1.7%
Value ($000) $6,166 Shares 136,537 Est. Cost $71.75 Unrealized
F FORD MTR CO DEL 1.6%
Value ($000) $5,929 Shares 529,418 Est. Cost $10.71 Unrealized +1.4%
HD HOME DEPOT INC 1.4%
Value ($000) $5,095 Shares 18,465 Est. Cost $151.83 Unrealized +78.3%
SYY SYSCO CORP 1.4%
Value ($000) $5,060 Shares 71,562 Est. Cost $60.87 Unrealized +24.4%
SCHX SCHWAB STRATEGIC TR 1.4%
Value ($000) $5,030 Shares 118,762 Est. Cost $63.38 Unrealized
LOW LOWES COS INC 1.3%
Value ($000) $4,941 Shares 26,307 Est. Cost $87.34 Unrealized +108.8%
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $4,873 Shares 155,201 Est. Cost $53.21 Unrealized
GSK GSK PLC 1.2%
Value ($000) $4,473 Shares 151,990 Est. Cost $29.43 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $4,404 Shares 38,970 Est. Cost $125.83 Unrealized +0.4%
SCHB SCHWAB STRATEGIC TR 1.2%
Value ($000) $4,375 Shares 104,181 Est. Cost $64.95 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $4,354 Shares 114,658 Est. Cost $40.24 Unrealized -11.1%
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $4,288 Shares 23,892 Est. Cost $134.85 Unrealized
NWE NORTHWESTERN CORP 1.1%
Value ($000) $3,966 Shares 80,487 Est. Cost $45.71 Unrealized +2.0%
ORCL ORACLE CORP 0.9%
Value ($000) $3,332 Shares 54,554 Est. Cost $47.80 Unrealized +46.8%
FTSL FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $3,088 Shares 70,072 Est. Cost $47.71 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $3,017 Shares 180,676 Est. Cost $20.40 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,897 Shares 38,995 Est. Cost $80.88 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $2,466 Shares 7,512 Est. Cost $234.81 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $2,461 Shares 25,600 Est. Cost $110.29 Unrealized +0.5%
FIBK FIRST INTST BANCSYSTEM INC 0.7%
Value ($000) $2,455 Shares 60,832 Est. Cost $28.75 Unrealized +11.9%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $2,136 Shares 7,992 Est. Cost $189.15 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $1,746 Shares 4,867 Est. Cost $278.05 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,746 Shares 10,690 Est. Cost $96.07 Unrealized +59.2%
PEP PEPSICO INC 0.5%
Value ($000) $1,685 Shares 10,322 Est. Cost $73.68 Unrealized +109.6%
XOP SPDR SER TR 0.4%
Value ($000) $1,547 Shares 12,400 Est. Cost $58.24 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,478 Shares 10,373 Est. Cost $129.93 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,432 Shares 6,691 Est. Cost $127.53 Unrealized
PFXF VANECK ETF TRUST 0.4%
Value ($000) $1,339 Shares 77,853 Est. Cost $19.74 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.4%
Value ($000) $1,316 Shares 99,752 Est. Cost $20.00 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.3%
Value ($000) $1,143 Shares 65,701 Est. Cost $17.12 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $1,041 Shares 21,126 Est. Cost $53.92 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,001 Shares 8,857 Est. Cost $49.65 Unrealized +155.9%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $994 Shares 14,968 Est. Cost $43.97 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $984 Shares 6,000 Est. Cost $171.74 Unrealized +0.3%
IJH ISHARES TR 0.3%
Value ($000) $977 Shares 4,454 Est. Cost $201.35 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $900 Shares 4,277 Est. Cost $185.39 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $869 Shares 24,199 Est. Cost $47.90 Unrealized -30.2%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $860 Shares 1,821 Est. Cost $207.17 Unrealized +140.4%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $847 Shares 35,616 Est. Cost $23.24 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $835 Shares 4,442 Est. Cost $166.68 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $819 Shares 18,075 Est. Cost $52.80 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $786 Shares 8,127 Est. Cost $42.71 Unrealized +134.2%
O REALTY INCOME CORP 0.2%
Value ($000) $777 Shares 13,344 Est. Cost $47.92 Unrealized +19.6%
IJR ISHARES TR 0.2%
Value ($000) $757 Shares 8,678 Est. Cost $81.82 Unrealized
OKE ONEOK INC NEW 0.2%
Value ($000) $743 Shares 14,500 Est. Cost $29.79 Unrealized +67.1%
AGG ISHARES TR 0.2%
Value ($000) $737 Shares 7,648 Est. Cost $109.72 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $735 Shares 7,791 Est. Cost $93.43 Unrealized +11.9%
TSLA TESLA INC 0.2%
Value ($000) $710 Shares 2,678 Est. Cost $239.66 Unrealized +16.5%
LLY LILLY ELI & CO 0.2%
Value ($000) $707 Shares 2,187 Est. Cost $165.99 Unrealized +85.6%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $682 Shares 61,868 Est. Cost $10.19 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $680 Shares 12,400 Est. Cost $37.93 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $678 Shares 9,265 Est. Cost $45.97 Unrealized +68.8%
KRP KIMBELL RTY PARTNERS LP 0.2%
Value ($000) $662 Shares 39,000 Est. Cost $11.36 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $642 Shares 6,899 Est. Cost $59.33 Unrealized +58.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $634 Shares 2,747 Est. Cost $123.70 Unrealized +91.0%
ANGL VANECK ETF TRUST 0.2%
Value ($000) $630 Shares 24,000 Est. Cost $32.36 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $606 Shares 10,476 Est. Cost $82.77 Unrealized
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $600 Shares 108,493 Est. Cost $6.44 Unrealized
IDCC INTERDIGITAL INC 0.2%
Value ($000) $591 Shares 14,620 Est. Cost $66.77 Unrealized -19.2%
BLUEROCK RESIDENTIAL GWT REI 0.2%
Value ($000) $586 Shares 21,900 Est. Cost $9.80 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $576 Shares 3,368 Est. Cost $170.96 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $570 Shares 11,330 Est. Cost $49.96 Unrealized
TEKLA WORLD HEALTHCARE FD 0.1%
Value ($000) $548 Shares 42,609 Est. Cost $14.36 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $537 Shares 6,694 Est. Cost $84.57 Unrealized
OAKTREE SPECIALTY LENDING CO 0.1%
Value ($000) $530 Shares 88,415 Est. Cost $5.46 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $526 Shares 3,542 Est. Cost $51.42 Unrealized +177.9%
KO COCA COLA CO 0.1%
Value ($000) $512 Shares 9,131 Est. Cost $33.21 Unrealized +68.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $507 Shares 4,265 Est. Cost $93.05 Unrealized
GBCI GLACIER BANCORP INC NEW 0.1%
Value ($000) $492 Shares 10,020 Est. Cost $29.75 Unrealized +51.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $488 Shares 3,607 Est. Cost $118.24 Unrealized
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $488 Shares 26,800 Est. Cost $21.16 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $481 Shares 8,930 Est. Cost $67.37 Unrealized -17.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $476 Shares 9,290 Est. Cost $58.45 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $464 Shares 5,743 Est. Cost $65.72 Unrealized +14.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $458 Shares 1,775 Est. Cost $168.98 Unrealized +42.4%
EFA ISHARES TR 0.1%
Value ($000) $454 Shares 8,097 Est. Cost $67.12 Unrealized
EBMT EAGLE BANCORP MONT INC 0.1%
Value ($000) $453 Shares 23,842 Est. Cost $14.08 Unrealized +20.0%
PNNT PENNANTPARK INVT CORP 0.1%
Value ($000) $452 Shares 82,815 Est. Cost $2.93 Unrealized +33.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $442 Shares 4,320 Est. Cost $49.31 Unrealized +78.8%
TEKLA HEALTHCARE INVS 0.1%
Value ($000) $439 Shares 25,394 Est. Cost $20.15 Unrealized
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $424 Shares 46,191 Est. Cost $6.06 Unrealized +28.3%
META META PLATFORMS INC 0.1%
Value ($000) $418 Shares 3,080 Est. Cost $317.29 Unrealized -49.3%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $417 Shares 2,791 Est. Cost $73.06 Unrealized +108.5%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $411 Shares 2,567 Est. Cost $100.74 Unrealized +55.4%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $408 Shares 6,100 Est. Cost $25.94 Unrealized +35.7%
NUVEEN NEW YORK AMT QLT MUNI 0.1%
Value ($000) $401 Shares 40,862 Est. Cost $14.11 Unrealized
V VISA INC 0.1%
Value ($000) $393 Shares 2,214 Est. Cost $191.48 Unrealized +3.6%
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $377 Shares 51,500 Est. Cost $12.74 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $374 Shares 2,937 Est. Cost $101.62 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $369 Shares 10,400 Est. Cost $37.40 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $368 Shares 9,125 Est. Cost $33.06 Unrealized 0.0%
LADR LADDER CAP CORP 0.1%
Value ($000) $366 Shares 40,853 Est. Cost $13.59 Unrealized
SPTM SPDR SER TR 0.1%
Value ($000) $363 Shares 8,227 Est. Cost $36.37 Unrealized
CRESTWOOD EQUITY PARTNERS LP 0.1%
Value ($000) $362 Shares 13,050 Est. Cost $24.67 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $360 Shares 2,800 Est. Cost $107.86 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $359 Shares 5,938 Est. Cost $50.58 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $343 Shares 1,540 Est. Cost $184.53 Unrealized +27.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $343 Shares 678 Est. Cost $287.23 Unrealized +72.4%
BP BP PLC 0.1%
Value ($000) $340 Shares 11,903 Est. Cost $28.31 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $338 Shares 12,019 Est. Cost $33.29 Unrealized
BLACKROCK RES & COMMODITIES 0.1%
Value ($000) $332 Shares 38,200 Est. Cost $8.43 Unrealized
GGG GRACO INC 0.1%
Value ($000) $325 Shares 5,415 Est. Cost $40.23 Unrealized +52.5%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $323 Shares 8,547 Est. Cost $57.69 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $320 Shares 8,234 Est. Cost $46.76 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $316 Shares 10,800 Est. Cost $30.93 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $315 Shares 3,852 Est. Cost $55.06 Unrealized +52.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $310 Shares 3,240 Est. Cost $109.23 Unrealized +0.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $310 Shares 2,022 Est. Cost $100.56 Unrealized +51.3%
EFC ELLINGTON FINANCIAL INC 0.1%
Value ($000) $308 Shares 27,100 Est. Cost $16.83 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $302 Shares 15,795 Est. Cost $21.43 Unrealized
CSR CENTERSPACE 0.1%
Value ($000) $300 Shares 4,450 Est. Cost $70.56 Unrealized
VIRTUS ARTIFICIAL INTELLIGEN 0.1%
Value ($000) $300 Shares 19,282 Est. Cost $26.86 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $298 Shares 3,886 Est. Cost $45.65 Unrealized +48.5%
BA BOEING CO 0.1%
Value ($000) $293 Shares 2,421 Est. Cost $195.25 Unrealized -21.4%
XBI SPDR SER TR 0.1%
Value ($000) $288 Shares 3,631 Est. Cost $87.04 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $287 Shares 3,661 Est. Cost $63.41 Unrealized +21.6%
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $286 Shares 5,980 Est. Cost $55.54 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $286 Shares 10,000 Est. Cost $17.56 Unrealized +58.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $283 Shares 3,405 Est. Cost $80.94 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $280 Shares 783 Est. Cost $436.83 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $275 Shares 7,545 Est. Cost $44.26 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $273 Shares 166 Est. Cost $1930.35 Unrealized -4.3%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $269 Shares 15,273 Est. Cost $35.75 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $269 Shares 6,698 Est. Cost $24.40 Unrealized +61.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $269 Shares 530 Est. Cost $483.38 Unrealized +14.6%
SYK STRYKER CORPORATION 0.1%
Value ($000) $269 Shares 1,330 Est. Cost $168.72 Unrealized +20.3%
ISHARES TR 0.1%
Value ($000) $263 Shares 10,329 Est. Cost $27.09 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $262 Shares 1,505 Est. Cost $171.61 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $259 Shares 2,230 Est. Cost $76.86 Unrealized +42.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $259 Shares 2,310 Est. Cost $77.34 Unrealized +45.0%
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $255 Shares 13,177 Est. Cost $25.78 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.1%
Value ($000) $253 Shares 40,140 Est. Cost $9.40 Unrealized
BLACKROCK HEALTH SCIENCS TR 0.1%
Value ($000) $250 Shares 16,775 Est. Cost $27.37 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $248 Shares 1,835 Est. Cost $76.45 Unrealized +89.6%
UNP UNION PAC CORP 0.1%
Value ($000) $246 Shares 1,261 Est. Cost $118.09 Unrealized +72.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $240 Shares 4,800 Est. Cost Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $235 Shares 1,585 Est. Cost $125.04 Unrealized +29.1%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $233 Shares 1,042 Est. Cost $192.90 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $229 Shares 3,184 Est. Cost $38.51 Unrealized +71.9%
IWD ISHARES TR 0.1%
Value ($000) $228 Shares 1,675 Est. Cost $136.72 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $218 Shares 30,000 Est. Cost $8.66 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $218 Shares 2,085 Est. Cost $104.50 Unrealized +1.9%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.1%
Value ($000) $215 Shares 2,369 Est. Cost $90.76 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $213 Shares 1,900 Est. Cost $86.90 Unrealized +40.1%
DINO HF SINCLAIR CORP 0.1%
Value ($000) $213 Shares 3,948 Est. Cost $43.18 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $208 Shares 1,347 Est. Cost $136.40 Unrealized +11.2%
TRTX TPG RE FIN TR INC 0.1%
Value ($000) $205 Shares 29,300 Est. Cost $16.85 Unrealized
NKE NIKE INC 0.1%
Value ($000) $205 Shares 2,467 Est. Cost $85.20 Unrealized +19.2%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $203 Shares 9,050 Est. Cost $25.38 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $201 Shares 1,219 Est. Cost $164.89 Unrealized