Arlington Partners LLC Diversified Active

CIK: 0001389848 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 14, 2022

Total Value ($000): $353,493 (100.0% shares, 0.0% debt)

Holdings (451)

VYM Vanguard High Dividend Yield Index ETF 13.6%
Value ($000) $48,228 Shares 429,648 Est. Cost $81.78 Unrealized
VEA Vanguard FTSE Developed Markets ETF 12.7%
Value ($000) $45,020 Shares 937,338 Est. Cost $50.62 Unrealized
VIG Vanguard Dividend Appreciation ETF 12.5%
Value ($000) $44,104 Shares 271,980 Est. Cost $122.34 Unrealized
VYMI Vanguard International High Dividend Yield Index ETF 3.5%
Value ($000) $12,251 Shares 181,168 Est. Cost $65.14 Unrealized
BRK/B Berkshire Hathaway Inc B 3.2%
Value ($000) $11,310 Shares 32,049 Est. Cost $210.67 Unrealized +53.5%
VTI Vanguard Total Stock Market (ETF) 3.0%
Value ($000) $10,547 Shares 46,325 Est. Cost $193.71 Unrealized
MSFT Microsoft Corp 2.5%
Value ($000) $8,790 Shares 28,510 Est. Cost $206.01 Unrealized +41.4%
SMDV ProShares Russell 2000 Dividend Growers ETF 2.4%
Value ($000) $8,527 Shares 131,994 Est. Cost $51.94 Unrealized
AAPL Apple Inc 2.2%
Value ($000) $7,877 Shares 45,111 Est. Cost $113.31 Unrealized +45.5%
VOO Vanguard S&P 500 ETF 1.9%
Value ($000) $6,820 Shares 16,426 Est. Cost $370.58 Unrealized
ITOT iShares Core S&P Total US Stock Market 1.9%
Value ($000) $6,780 Shares 67,164 Est. Cost $98.38 Unrealized
IVE iShares S&P 500 Value ETF 1.5%
Value ($000) $5,271 Shares 33,847 Est. Cost $131.76 Unrealized
EPD Enterprise Products Partners LP 1.4%
Value ($000) $4,969 Shares 192,529 Est. Cost $21.64 Unrealized
DIS Disney Walt Co 1.3%
Value ($000) $4,694 Shares 34,223 Est. Cost $133.10 Unrealized +6.1%
CHRW C.H. Robinson Worldwide Inc 1.2%
Value ($000) $4,269 Shares 39,632 Est. Cost $68.92 Unrealized +34.0%
ORCL Oracle Corp 1.2%
Value ($000) $4,172 Shares 50,427 Est. Cost $52.61 Unrealized +46.3%
GOOGL Alphabet Inc. Stock Class A 1.2%
Value ($000) $4,066 Shares 1,462 Est. Cost $83.99 Unrealized +60.5%
RTX Raytheon Technologies Corp 1.1%
Value ($000) $3,987 Shares 40,242 Est. Cost $57.69 Unrealized +50.4%
VOOV Vanguard S&P 500 Value ETF 1.1%
Value ($000) $3,879 Shares 25,742 Est. Cost $93.49 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $3,106 Shares 17,525 Est. Cost $129.76 Unrealized +17.0%
MDT Medtronic PLC 0.8%
Value ($000) $2,926 Shares 26,369 Est. Cost $92.38 Unrealized +1.4%
GD General Dynamics Corp 0.8%
Value ($000) $2,926 Shares 12,132 Est. Cost $133.55 Unrealized +53.4%
DVY iShares Select Dividend ETF 0.8%
Value ($000) $2,902 Shares 22,650 Est. Cost $114.70 Unrealized
Unilever Plc Sponsored ADR 0.8%
Value ($000) $2,896 Shares 63,561 Est. Cost $56.16 Unrealized
V Visa Inc Class A Shares 0.8%
Value ($000) $2,797 Shares 12,611 Est. Cost $204.45 Unrealized +2.7%
ACWI iShares MSCI ACWI Index ETF 0.8%
Value ($000) $2,779 Shares 27,853 Est. Cost $68.33 Unrealized
NVO Novo Nordisk A/S Spons Adr 0.8%
Value ($000) $2,738 Shares 24,655 Est. Cost $60.73 Unrealized
AMZN Amazon.com Inc 0.8%
Value ($000) $2,657 Shares 815 Est. Cost $159.21 Unrealized -3.0%
HD Home Depot Inc 0.7%
Value ($000) $2,540 Shares 8,487 Est. Cost $277.82 Unrealized +13.0%
ADBE Adobe Systems Incorporated 0.7%
Value ($000) $2,486 Shares 5,457 Est. Cost $495.48 Unrealized -2.9%
NKE Nike Inc Cl B 0.7%
Value ($000) $2,366 Shares 17,582 Est. Cost $101.55 Unrealized +29.9%
SBUX Starbucks Corp 0.7%
Value ($000) $2,313 Shares 25,427 Est. Cost $80.83 Unrealized +6.3%
VTWO Vanguard Russell 2000 Index Fund ETF 0.6%
Value ($000) $2,265 Shares 27,340 Est. Cost $135.42 Unrealized
ACN Accenture Plc 0.6%
Value ($000) $2,095 Shares 6,211 Est. Cost $221.81 Unrealized +43.6%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $2,013 Shares 4,456 Est. Cost $377.89 Unrealized
BDX Becton Dickinson & Co 0.6%
Value ($000) $1,947 Shares 7,321 Est. Cost $222.96 Unrealized +8.1%
GOOG Alphabet Inc 0.5%
Value ($000) $1,863 Shares 667 Est. Cost $112.01 Unrealized +20.5%
IFF International Flavors & Fragrances 0.5%
Value ($000) $1,814 Shares 13,812 Est. Cost $107.54 Unrealized +10.5%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $1,757 Shares 11,799 Est. Cost $38.62 Unrealized +15.5%
VT Vanguard Total World Stock Index ETF 0.5%
Value ($000) $1,660 Shares 16,392 Est. Cost $67.41 Unrealized
CTSH Cognizant Technology Solutions Corp Class A 0.5%
Value ($000) $1,658 Shares 18,495 Est. Cost $56.09 Unrealized +47.0%
BIIB Biogen Idec Inc 0.4%
Value ($000) $1,580 Shares 7,504 Est. Cost $291.20 Unrealized -25.3%
VGT Vanguard Information Technology ETF 0.4%
Value ($000) $1,403 Shares 3,369 Est. Cost $426.56 Unrealized
IXUS iShares Core MSCI Total Intl Stock Mkt ETF 0.4%
Value ($000) $1,398 Shares 21,001 Est. Cost $64.60 Unrealized
PG Procter & Gamble Co 0.4%
Value ($000) $1,359 Shares 8,895 Est. Cost $104.67 Unrealized +35.8%
PEP Pepsico Inc 0.4%
Value ($000) $1,337 Shares 7,986 Est. Cost $113.36 Unrealized +30.9%
CSCO Cisco Systems Inc 0.4%
Value ($000) $1,290 Shares 23,132 Est. Cost $37.54 Unrealized +33.9%
IVV iShares Core S&P 500 (Mkt) 0.3%
Value ($000) $1,185 Shares 2,613 Est. Cost $415.88 Unrealized
DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn 0.3%
Value ($000) $1,095 Shares 25,000 Est. Cost $25.00 Unrealized
XLF Financial Select Sector SPDR (Mkt) 0.3%
Value ($000) $1,027 Shares 26,808 Est. Cost $37.83 Unrealized
META Facebook Inc Class A 0.3%
Value ($000) $913 Shares 4,108 Est. Cost $263.85 Unrealized -5.9%
XLV SPDR Health Care Select Sector 0.2%
Value ($000) $849 Shares 6,196 Est. Cost $138.00 Unrealized
BAC Bank Of America Corp 0.2%
Value ($000) $791 Shares 19,183 Est. Cost $33.33 Unrealized +22.5%
VOX Vanguard Communication Services Index Fund ETF 0.2%
Value ($000) $675 Shares 5,621 Est. Cost $123.92 Unrealized
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $671 Shares 10,766 Est. Cost $65.67 Unrealized
EPP Ishares MSCI Pacific Ex Japan ETF 0.2%
Value ($000) $658 Shares 13,378 Est. Cost $48.79 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $653 Shares 2,701 Est. Cost $189.87 Unrealized +7.1%
VCSH Vanguard Short-Term Corp Bond Index ETF 0.2%
Value ($000) $629 Shares 8,050 Est. Cost $79.10 Unrealized
ABBV Abbvie Inc Com 0.2%
Value ($000) $604 Shares 3,728 Est. Cost $97.53 Unrealized +29.6%
HCA HCA Healthcare Inc 0.2%
Value ($000) $598 Shares 2,386 Est. Cost $135.40 Unrealized +79.2%
LOW Lowes Companies Inc 0.2%
Value ($000) $594 Shares 2,939 Est. Cost $181.11 Unrealized +17.8%
JPM JP Morgan Chase & Co 0.2%
Value ($000) $588 Shares 4,315 Est. Cost $134.17 Unrealized -0.4%
TSLA Tesla Motors Inc 0.2%
Value ($000) $588 Shares 546 Est. Cost $276.16 Unrealized +12.8%
GLD SPDR Gold Trust 0.2%
Value ($000) $564 Shares 3,124 Est. Cost $126.69 Unrealized
XLI SPDR Industrial Select Sector 0.2%
Value ($000) $559 Shares 5,430 Est. Cost $103.70 Unrealized
NVDA Nvidia Corp 0.2%
Value ($000) $554 Shares 2,029 Est. Cost $23.29 Unrealized +7.5%
XLY SPDR Consumer Discretionary Select Sector 0.2%
Value ($000) $545 Shares 2,947 Est. Cost $189.90 Unrealized
Magellan Midstream Partners LP 0.1%
Value ($000) $503 Shares 10,246 Est. Cost $45.58 Unrealized
BSV Vanguard Short-Term Bond Fund ETF 0.1%
Value ($000) $502 Shares 6,450 Est. Cost $81.61 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $492 Shares 9,507 Est. Cost $36.32 Unrealized +16.9%
GS Goldman Sachs 0.1%
Value ($000) $485 Shares 1,470 Est. Cost $337.80 Unrealized -5.3%
FDX FedEx Corp 0.1%
Value ($000) $483 Shares 2,088 Est. Cost $235.16 Unrealized -8.1%
CRM Salesforce.com Inc. 0.1%
Value ($000) $454 Shares 2,138 Est. Cost $227.27 Unrealized -6.4%
SFBS Servisfirst Bancshares 0.1%
Value ($000) $449 Shares 4,707 Est. Cost $34.36 Unrealized +137.3%
ELV Anthem Inc 0.1%
Value ($000) $436 Shares 887 Est. Cost $360.18 Unrealized +20.1%
KO Coca Cola Co 0.1%
Value ($000) $421 Shares 6,796 Est. Cost $46.60 Unrealized +16.0%
MA Mastercard Inc Class A 0.1%
Value ($000) $402 Shares 1,125 Est. Cost $337.68 Unrealized +4.1%
MMM 3M Co 0.1%
Value ($000) $388 Shares 2,609 Est. Cost $115.16 Unrealized -0.5%
MLPX Global X MLP & Energy Infrastructure 0.1%
Value ($000) $382 Shares 8,947 Est. Cost $25.54 Unrealized
DG Dollar General Corp 0.1%
Value ($000) $365 Shares 1,640 Est. Cost $187.03 Unrealized +6.3%
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $364 Shares 2,084 Est. Cost $84.82 Unrealized +80.9%
STAG Stag Industrial Inc 0.1%
Value ($000) $364 Shares 8,796 Est. Cost $33.61 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $360 Shares 2,358 Est. Cost $107.85 Unrealized +42.4%
Blackrock Inc 0.1%
Value ($000) $350 Shares 458 Est. Cost $821.77 Unrealized
IWM Ishares Russell 2000 ETF 0.1%
Value ($000) $349 Shares 1,702 Est. Cost $216.62 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $344 Shares 675 Est. Cost $376.62 Unrealized +19.8%
XOM Exxon Mobil Corp 0.1%
Value ($000) $328 Shares 3,971 Est. Cost $52.15 Unrealized +30.2%
IEMG iShares Core MSCI EM ETF 0.1%
Value ($000) $321 Shares 5,775 Est. Cost $61.74 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $321 Shares 1,969 Est. Cost $83.24 Unrealized +47.5%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $295 Shares 2,555 Est. Cost $166.45 Unrealized -20.2%
JP Morgan Chase & Co Alerian MLP Index ETN 0.1%
Value ($000) $289 Shares 13,834 Est. Cost $19.28 Unrealized
FEZ SPDR Euro Stoxx 50 0.1%
Value ($000) $283 Shares 6,882 Est. Cost $41.15 Unrealized
PLD Prologis, Inc. 0.1%
Value ($000) $273 Shares 1,692 Est. Cost $115.36 Unrealized +17.4%
DE Deere & Company 0.1%
Value ($000) $269 Shares 647 Est. Cost $312.96 Unrealized +16.0%
MDLZ Mondelez Intl Inc Com Cl A 0.1%
Value ($000) $268 Shares 4,274 Est. Cost $40.27 Unrealized +45.6%
COST Costco Wholesale Corp 0.1%
Value ($000) $264 Shares 458 Est. Cost $439.43 Unrealized +14.0%
RSG Republic Services Inc 0.1%
Value ($000) $264 Shares 1,995 Est. Cost $88.65 Unrealized +36.5%
ASML ASML Holding NV ADR 0.1%
Value ($000) $260 Shares 389 Est. Cost $796.92 Unrealized
Pinnacle Financial Partners Inc 0.1%
Value ($000) $258 Shares 2,802 Est. Cost $88.74 Unrealized
TMUS T-Mobile US Inc 0.1%
Value ($000) $258 Shares 2,013 Est. Cost $134.10 Unrealized -14.2%
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $252 Shares 9,061 Est. Cost $28.55 Unrealized
MPT Medical Properties Trust Inc 0.1%
Value ($000) $248 Shares 11,728 Est. Cost $18.72 Unrealized
SBNY Signature Bank 0.1%
Value ($000) $245 Shares 834 Est. Cost $225.77 Unrealized
Colfax Corp 0.1%
Value ($000) $242 Shares 6,073 Est. Cost $43.79 Unrealized
OMF OneMain Holdings, Inc. 0.1%
Value ($000) $232 Shares 4,883 Est. Cost $52.71 Unrealized -5.4%
AMD Advanced Micro Devices, Inc. 0.1%
Value ($000) $224 Shares 2,050 Est. Cost $120.46 Unrealized -0.9%
VWO Vanguard FTSE Emerging Markets (ETF) 0.1%
Value ($000) $217 Shares 4,700 Est. Cost $52.13 Unrealized
MKL Markel Corporation 0.1%
Value ($000) $208 Shares 141 Est. Cost $1080.35 Unrealized +19.6%
AMLP ALPS Alerian MLP ETF 0.1%
Value ($000) $205 Shares 5,350 Est. Cost $24.67 Unrealized
ALC Alcon Inc Ord 0.1%
Value ($000) $204 Shares 2,575 Est. Cost $72.85 Unrealized +4.7%
ALLY Ally Financial Common 0.1%
Value ($000) $201 Shares 4,622 Est. Cost $35.55 Unrealized +15.1%
AWK American Water Works Co Inc 0.1%
Value ($000) $196 Shares 1,187 Est. Cost $159.94 Unrealized -8.7%
DOV Dover Corp 0.1%
Value ($000) $195 Shares 1,240 Est. Cost $119.60 Unrealized +30.5%
AMT American Tower REIT 0.1%
Value ($000) $189 Shares 752 Est. Cost $202.78 Unrealized +6.0%
FITB Fifth Third Bancorp 0.1%
Value ($000) $189 Shares 4,392 Est. Cost $21.91 Unrealized +82.0%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $187 Shares 786 Est. Cost $232.31 Unrealized
CI Cigna Corp 0.1%
Value ($000) $185 Shares 774 Est. Cost $202.25 Unrealized +8.0%
RF Regions Financial Corp 0.1%
Value ($000) $179 Shares 8,024 Est. Cost $13.54 Unrealized +46.9%
POR Portland General Electric 0.1%
Value ($000) $177 Shares 3,208 Est. Cost $35.57 Unrealized +24.7%
TXN Texas Instruments Inc 0.1%
Value ($000) $177 Shares 965 Est. Cost $154.28 Unrealized +1.9%
PB Prosperity Bancshares, Inc. 0.0%
Value ($000) $176 Shares 2,538 Est. Cost $62.58 Unrealized +3.2%
XLP Consumer Staples Select Sector SPDR (Mkt) 0.0%
Value ($000) $174 Shares 2,293 Est. Cost $76.19 Unrealized
VTEB Vanguard Municipal Bond Fund ETF 0.0%
Value ($000) $173 Shares 3,351 Est. Cost $53.17 Unrealized
LBRDK Liberty Broadband Corporation Series C 0.0%
Value ($000) $172 Shares 1,271 Est. Cost $141.71 Unrealized -3.8%
CG Carlyle Group Inc 0.0%
Value ($000) $171 Shares 3,497 Est. Cost $41.33 Unrealized +0.7%
APA APA Corp 0.0%
Value ($000) $170 Shares 4,125 Est. Cost $16.21 Unrealized +90.4%
ITT ITT Inc 0.0%
Value ($000) $168 Shares 2,234 Est. Cost $82.49 Unrealized +7.0%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $167 Shares 2,025 Est. Cost $72.10 Unrealized
DAN Dana Holding Corp 0.0%
Value ($000) $166 Shares 9,440 Est. Cost $20.20 Unrealized -9.3%
BHP BHP Hilliton Ltd ADR 0.0%
Value ($000) $166 Shares 2,154 Est. Cost $68.83 Unrealized
TSM Taiwan Semiconductor Manufacturing Company ADR 0.0%
Value ($000) $159 Shares 1,528 Est. Cost $120.42 Unrealized
BA Boeing Company 0.0%
Value ($000) $158 Shares 824 Est. Cost $213.45 Unrealized -6.0%
DHR Danaher Corp 0.0%
Value ($000) $156 Shares 531 Est. Cost $233.68 Unrealized +5.2%
T AT&T Inc 0.0%
Value ($000) $154 Shares 6,500 Est. Cost $15.03 Unrealized -0.8%
FAST Fastenal 0.0%
Value ($000) $153 Shares 2,583 Est. Cost $24.59 Unrealized +3.3%
ACGL Arch Capital Group Ltd. 0.0%
Value ($000) $151 Shares 3,125 Est. Cost $33.84 Unrealized +30.6%
GM General Motors Co 0.0%
Value ($000) $149 Shares 3,396 Est. Cost $51.73 Unrealized -6.9%
RMD ResMed Inc. 0.0%
Value ($000) $148 Shares 609 Est. Cost $250.23 Unrealized -6.6%
VTV Vanguard Value ETF 0.0%
Value ($000) $148 Shares 1,000 Est. Cost $131.36 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $145 Shares 915 Est. Cost $113.73 Unrealized +25.3%
GSG iShares S&P GSCI Commodity-Indexed Trust 0.0%
Value ($000) $142 Shares 6,250 Est. Cost $16.89 Unrealized
RRX Regal Beloit Corp 0.0%
Value ($000) $141 Shares 947 Est. Cost $158.35 Unrealized +1.2%
SPX Corp 0.0%
Value ($000) $141 Shares 2,858 Est. Cost $58.43 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $136 Shares 363 Est. Cost $60.05 Unrealized -30.7%
ESI Element Solutions Inc 0.0%
Value ($000) $133 Shares 6,083 Est. Cost $17.19 Unrealized +26.7%
ABT Abbott Laboratories 0.0%
Value ($000) $133 Shares 1,123 Est. Cost $101.17 Unrealized +14.0%
SYY Sysco Corp 0.0%
Value ($000) $131 Shares 1,603 Est. Cost $64.40 Unrealized +12.8%
HELE Helen of Troy Limited 0.0%
Value ($000) $129 Shares 660 Est. Cost $224.73 Unrealized -6.3%
Dish Network Corp Class A 0.0%
Value ($000) $127 Shares 4,000 Est. Cost $47.75 Unrealized
MGY Magnolia Oil & Gas Corp 0.0%
Value ($000) $126 Shares 5,320 Est. Cost $10.42 Unrealized +110.8%
AON Aon PLC 0.0%
Value ($000) $124 Shares 381 Est. Cost $290.95 Unrealized -2.8%
WFC Wells Fargo & Company 0.0%
Value ($000) $123 Shares 2,532 Est. Cost $45.76 Unrealized +6.0%
AXP American Express Co 0.0%
Value ($000) $123 Shares 658 Est. Cost $134.42 Unrealized +27.8%
UNP Union Pacific Corp 0.0%
Value ($000) $122 Shares 446 Est. Cost $191.55 Unrealized +20.4%
EVR Evercore Inc 0.0%
Value ($000) $119 Shares 1,066 Est. Cost $111.29 Unrealized +2.7%
TFC Truist Financial Corp 0.0%
Value ($000) $118 Shares 2,088 Est. Cost $45.29 Unrealized +11.8%
TSCO Tractor Supply Co 0.0%
Value ($000) $117 Shares 500 Est. Cost $29.45 Unrealized +40.1%
RACE Ferrari NV 0.0%
Value ($000) $117 Shares 536 Est. Cost $246.37 Unrealized -9.4%
ENS EnerSys 0.0%
Value ($000) $116 Shares 1,553 Est. Cost $87.48 Unrealized -17.8%
EXPD Expeditors International Washington Inc. 0.0%
Value ($000) $116 Shares 1,123 Est. Cost $118.77 Unrealized -11.5%
EQIX Equinix Inc. 0.0%
Value ($000) $114 Shares 154 Est. Cost $653.05 Unrealized +1.8%
MTD Mettler-Toledo International Inc. 0.0%
Value ($000) $114 Shares 83 Est. Cost $1511.82 Unrealized -4.5%
BX Blackstone Group Inc 0.0%
Value ($000) $114 Shares 899 Est. Cost $42.09 Unrealized +154.7%
ModivCare Inc 0.0%
Value ($000) $113 Shares 975 Est. Cost $147.69 Unrealized
LULU Lulu Lemon Athletica Inc 0.0%
Value ($000) $112 Shares 307 Est. Cost $427.35 Unrealized -23.8%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $112 Shares 852 Est. Cost $134.61 Unrealized -1.3%
PLAB Photronics, Inc. 0.0%
Value ($000) $111 Shares 6,540 Est. Cost $12.10 Unrealized +48.7%
PKX Posco Adr (Isin #us6934831099 Sedol #2692795) 0.0%
Value ($000) $110 Shares 1,848 Est. Cost $68.72 Unrealized
F Ford Motor Company 0.0%
Value ($000) $110 Shares 6,521 Est. Cost $8.79 Unrealized +65.4%
Tristate Capital Holdings Inc 0.0%
Value ($000) $110 Shares 3,323 Est. Cost $23.17 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $109 Shares 3,163 Est. Cost $16.35 Unrealized +40.6%
FUL H.B. Fuller Company 0.0%
Value ($000) $109 Shares 1,646 Est. Cost $53.42 Unrealized +25.2%
PRG PROG Holdings Inc 0.0%
Value ($000) $108 Shares 3,749 Est. Cost $48.42 Unrealized -29.3%
STE Steris PLC 0.0%
Value ($000) $107 Shares 443 Est. Cost $220.21 Unrealized +1.6%
SEE Sealed Air Corp 0.0%
Value ($000) $104 Shares 1,560 Est. Cost $42.15 Unrealized +45.9%
PFGC Performance Food Group 0.0%
Value ($000) $101 Shares 1,978 Est. Cost $52.79 Unrealized -7.2%
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $101 Shares 3,000 Est. Cost $33.71 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $101 Shares 171 Est. Cost $575.64 Unrealized -1.3%
ARKK ARK Innovation ETF 0.0%
Value ($000) $99 Shares 1,500 Est. Cost $119.88 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $98 Shares 195 Est. Cost $589.77 Unrealized -15.8%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $98 Shares 519 Est. Cost $111.61 Unrealized +35.4%
AVGO Broadcom Inc. 0.0%
Value ($000) $98 Shares 155 Est. Cost $51.79 Unrealized +6.4%
CSL Carlisle Companies Inc 0.0%
Value ($000) $96 Shares 392 Est. Cost $145.09 Unrealized +54.4%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $96 Shares 1,316 Est. Cost $52.82 Unrealized +7.6%
KKR KKR & Co Inc 0.0%
Value ($000) $95 Shares 1,633 Est. Cost $60.50 Unrealized +0.6%
LLY Eli Lilly & Co 0.0%
Value ($000) $94 Shares 328 Est. Cost $244.27 Unrealized +1.7%
JCI Johnson Controls PLC 0.0%
Value ($000) $93 Shares 1,411 Est. Cost $50.64 Unrealized +25.7%
ICLR Icon Plc ADR 0.0%
Value ($000) $93 Shares 382 Est. Cost $279.80 Unrealized -10.4%
KBR KBR, Inc. 0.0%
Value ($000) $92 Shares 1,688 Est. Cost $30.25 Unrealized +54.1%
DFIN Donnelley Financial Solutions Inc 0.0%
Value ($000) $92 Shares 2,775 Est. Cost $23.14 Unrealized +54.1%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $91 Shares 1,950 Est. Cost $48.61 Unrealized -11.9%
NSIT Insight Enterprises, Inc. 0.0%
Value ($000) $91 Shares 846 Est. Cost $85.70 Unrealized +18.5%
MSM MSC Industrial Direct 0.0%
Value ($000) $91 Shares 1,069 Est. Cost $84.91 Unrealized -4.6%
MRK Merck & Co Inc 0.0%
Value ($000) $90 Shares 1,102 Est. Cost $64.41 Unrealized +8.4%
KR Kroger Co 0.0%
Value ($000) $89 Shares 1,543 Est. Cost $27.33 Unrealized +67.1%
SLB Schlumberger Limited 0.0%
Value ($000) $89 Shares 2,166 Est. Cost $26.60 Unrealized +34.9%
MTB M&T Bank Corp 0.0%
Value ($000) $89 Shares 528 Est. Cost $123.60 Unrealized +25.8%
CLH Clean Harbors Inc 0.0%
Value ($000) $89 Shares 801 Est. Cost $84.13 Unrealized +17.4%
DAL Delta Airlines Inc 0.0%
Value ($000) $88 Shares 2,217 Est. Cost $47.10 Unrealized -19.6%
NEE Nextera Energy Inc 0.0%
Value ($000) $87 Shares 1,025 Est. Cost $67.06 Unrealized +7.5%
TPL Texas Pacific Land Trust 0.0%
Value ($000) $87 Shares 64 Est. Cost $118.41 Unrealized +5.7%
FNF Fidelity National Fin Inc 0.0%
Value ($000) $87 Shares 1,773 Est. Cost $30.18 Unrealized +30.2%
EFA iShares MSCI EAFE 0.0%
Value ($000) $86 Shares 1,175 Est. Cost $75.74 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $83 Shares 1,076 Est. Cost $71.56 Unrealized +6.8%
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $82 Shares 273 Est. Cost $317.24 Unrealized -7.9%
ENPH Enphase Energy Inc 0.0%
Value ($000) $82 Shares 404 Est. Cost $176.36 Unrealized -10.9%
MCB Metropolitan Bank Holding Corp 0.0%
Value ($000) $81 Shares 793 Est. Cost $45.97 Unrealized +123.7%
NOW ServiceNow Inc 0.0%
Value ($000) $81 Shares 145 Est. Cost $116.98 Unrealized -4.2%
LNG Cheniere Energy 0.0%
Value ($000) $80 Shares 579 Est. Cost $68.37 Unrealized +77.7%
ECL Ecolab Inc 0.0%
Value ($000) $79 Shares 449 Est. Cost $208.73 Unrealized -14.0%
South State Corp 0.0%
Value ($000) $79 Shares 965 Est. Cost $74.61 Unrealized
NVST Envista Holdings Corp 0.0%
Value ($000) $79 Shares 1,617 Est. Cost $38.10 Unrealized +21.1%
TNL Travel Plus Leisure Co 0.0%
Value ($000) $78 Shares 1,348 Est. Cost $45.18 Unrealized +5.8%
ASH Ashland Global Holdings Inc. 0.0%
Value ($000) $78 Shares 794 Est. Cost $78.92 Unrealized +12.8%
LAM Research Corp 0.0%
Value ($000) $78 Shares 146 Est. Cost $719.18 Unrealized
MOG/A Moog Inc 0.0%
Value ($000) $78 Shares 894 Est. Cost $76.34 Unrealized +2.6%
MGM Growth Properties LLC 0.0%
Value ($000) $74 Shares 1,911 Est. Cost $32.44 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $74 Shares 630 Est. Cost $83.23 Unrealized +13.1%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $71 Shares 1,582 Est. Cost $46.78 Unrealized
HWC Hancock Holding Co 0.0%
Value ($000) $71 Shares 1,364 Est. Cost $39.36 Unrealized +37.0%
AIZ Assurant 0.0%
Value ($000) $70 Shares 385 Est. Cost $126.04 Unrealized +21.5%
IWC iShares Micro-Cap ETF 0.0%
Value ($000) $70 Shares 540 Est. Cost $146.30 Unrealized
Linde PLC 0.0%
Value ($000) $68 Shares 212 Est. Cost $344.34 Unrealized
IYH iShares US Healthcare 0.0%
Value ($000) $68 Shares 235 Est. Cost $276.60 Unrealized
UPS United Parcel Service Cl B 0.0%
Value ($000) $68 Shares 317 Est. Cost $164.14 Unrealized +7.9%
SHOP Shopify Inc 0.0%
Value ($000) $67 Shares 99 Est. Cost $132.73 Unrealized -38.1%
GPC Genuine Parts Company 0.0%
Value ($000) $65 Shares 513 Est. Cost $110.46 Unrealized +5.1%
ZTS Zoetis Inc Common 0.0%
Value ($000) $63 Shares 333 Est. Cost $181.06 Unrealized +5.1%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $62 Shares 750 Est. Cost $81.33 Unrealized
LAMR Lamar Advertising Co 0.0%
Value ($000) $62 Shares 532 Est. Cost $93.98 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $61 Shares 245 Est. Cost $229.60 Unrealized -0.8%
MSA MSA Safety Inc 0.0%
Value ($000) $61 Shares 461 Est. Cost $161.14 Unrealized -14.3%
EOG EOG Resources Inc 0.0%
Value ($000) $60 Shares 500 Est. Cost $73.31 Unrealized +27.5%
MCK Mckesson Corp 0.0%
Value ($000) $58 Shares 188 Est. Cost $195.10 Unrealized +36.6%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $57 Shares 1,010 Est. Cost $29.61 Unrealized +41.1%
INTC Intel Corp 0.0%
Value ($000) $56 Shares 1,128 Est. Cost $49.66 Unrealized -7.0%
EMR Emerson Electric Co 0.0%
Value ($000) $56 Shares 568 Est. Cost $90.09 Unrealized -2.9%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $56 Shares 227 Est. Cost $169.50 Unrealized +25.5%
TDG TransDigm Group Inc. 0.0%
Value ($000) $56 Shares 86 Est. Cost $480.67 Unrealized +11.1%
SPGI S&P Global Inc. 0.0%
Value ($000) $54 Shares 131 Est. Cost $441.83 Unrealized -10.8%
CVS CVS Caremark Corporation 0.0%
Value ($000) $53 Shares 528 Est. Cost $82.67 Unrealized +11.3%
INTU Intuit Inc 0.0%
Value ($000) $53 Shares 110 Est. Cost $601.47 Unrealized -17.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $52 Shares 118 Est. Cost $336.55 Unrealized +8.5%
AFG American Financial Group Inc. 0.0%
Value ($000) $51 Shares 350 Est. Cost $61.35 Unrealized +63.6%
CL Colgate-Palmolive Co 0.0%
Value ($000) $51 Shares 670 Est. Cost $63.89 Unrealized +13.2%
ACM Aecom 0.0%
Value ($000) $51 Shares 666 Est. Cost $54.74 Unrealized +29.3%
CMA Comerica Inc 0.0%
Value ($000) $49 Shares 546 Est. Cost $70.25 Unrealized +10.9%
TM Toyota Motor Corp Sponsored ADR (ISIN #US8923313071 SEDOL #2898957) 0.0%
Value ($000) $49 Shares 271 Est. Cost $184.50 Unrealized
Synovus Financial Corp Com 0.0%
Value ($000) $49 Shares 1,002 Est. Cost $45.82 Unrealized
TGT Target Corp 0.0%
Value ($000) $48 Shares 225 Est. Cost $211.75 Unrealized -9.6%
EWBC East West Bancorp Inc 0.0%
Value ($000) $47 Shares 591 Est. Cost $59.89 Unrealized +26.3%
CHTR Charter Communications Inc. 0.0%
Value ($000) $47 Shares 87 Est. Cost $747.11 Unrealized -21.4%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $46 Shares 3,159 Est. Cost $12.71 Unrealized +2.8%
OKE ONEOK Inc 0.0%
Value ($000) $46 Shares 645 Est. Cost $49.62 Unrealized +4.8%
EMN Eastman Chemical Co 0.0%
Value ($000) $46 Shares 412 Est. Cost $91.50 Unrealized +10.4%
SNPS Synopsys, Inc. 0.0%
Value ($000) $46 Shares 139 Est. Cost $337.23 Unrealized -7.4%
MELI Mercadolibre 0.0%
Value ($000) $45 Shares 38 Est. Cost $1404.74 Unrealized -22.5%
GILD Gilead Sciences Inc 0.0%
Value ($000) $44 Shares 744 Est. Cost $59.38 Unrealized -7.1%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $44 Shares 147 Est. Cost $278.30 Unrealized +2.6%
CATY Cathay General Bancorp 0.0%
Value ($000) $43 Shares 954 Est. Cost $32.90 Unrealized +23.1%
COF Capital One Financial Corp 0.0%
Value ($000) $42 Shares 323 Est. Cost $119.99 Unrealized +13.2%
MCO Moody's Corporation 0.0%
Value ($000) $42 Shares 123 Est. Cost $372.33 Unrealized -12.7%
BABA Alibaba Group Holding LTD ADR 0.0%
Value ($000) $42 Shares 385 Est. Cost $116.65 Unrealized
UBER Uber Technologies, Inc. 0.0%
Value ($000) $41 Shares 1,160 Est. Cost $53.54 Unrealized -32.8%
FANG Diamondback Energy Inc 0.0%
Value ($000) $40 Shares 294 Est. Cost $65.95 Unrealized +63.2%
DD DuPont Inc. 0.0%
Value ($000) $40 Shares 540 Est. Cost $28.36 Unrealized +6.0%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $40 Shares 162 Est. Cost $175.75 Unrealized +22.1%
AER Aercap Hldgs NV 0.0%
Value ($000) $40 Shares 792 Est. Cost $47.93 Unrealized +23.2%
DVYE iShares Emerging Markets Dividend ETF 0.0%
Value ($000) $38 Shares 1,164 Est. Cost $31.10 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $38 Shares 278 Est. Cost $155.39 Unrealized -13.4%
DUK Duke Energy Corp 0.0%
Value ($000) $37 Shares 332 Est. Cost $72.15 Unrealized +23.6%
MRSH Marsh & Mclennan Companies Inc 0.0%
Value ($000) $36 Shares 214 Est. Cost $156.21 Unrealized -4.8%
HON Honeywell International Inc 0.0%
Value ($000) $36 Shares 184 Est. Cost $181.14 Unrealized -6.0%
SVB Financial Group 0.0%
Value ($000) $36 Shares 64 Est. Cost $671.88 Unrealized
CCI Crown Castle Intl Corp 0.0%
Value ($000) $36 Shares 195 Est. Cost $137.49 Unrealized +6.0%
SPG Simon Property Group 0.0%
Value ($000) $36 Shares 276 Est. Cost $121.27 Unrealized -5.6%
Argo Group International Holdings Ltd 0.0%
Value ($000) $34 Shares 830 Est. Cost $50.13 Unrealized
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $34 Shares 165 Est. Cost $218.18 Unrealized
PBH Prestige Brands Hldgs 0.0%
Value ($000) $33 Shares 623 Est. Cost $42.02 Unrealized +37.4%
ITW Illinois Tool Works 0.0%
Value ($000) $32 Shares 155 Est. Cost $210.30 Unrealized -3.2%
RGEN Repligen Corporation 0.0%
Value ($000) $32 Shares 170 Est. Cost $256.54 Unrealized -26.0%
ADI Analog Devices Inc 0.0%
Value ($000) $32 Shares 196 Est. Cost $164.67 Unrealized -8.2%
FISV Fiserv, Inc. 0.0%
Value ($000) $32 Shares 315 Est. Cost $103.40 Unrealized -2.1%
SCHW The Charles Schwab Corporation 0.0%
Value ($000) $32 Shares 384 Est. Cost $76.51 Unrealized +9.0%
SONY Sony Corp ADR 0.0%
Value ($000) $32 Shares 315 Est. Cost $126.98 Unrealized
XYZ Square Inc 0.0%
Value ($000) $32 Shares 234 Est. Cost $145.73 Unrealized -16.9%
FRCB First Rep Bank San Fran 0.0%
Value ($000) $31 Shares 189 Est. Cost $208.96 Unrealized -17.2%
FNB F.N.B. Corp 0.0%
Value ($000) $31 Shares 2,485 Est. Cost $9.68 Unrealized +18.4%
APH Amphenol Corporation 0.0%
Value ($000) $31 Shares 406 Est. Cost $38.92 Unrealized -4.1%
COP Conocophillips 0.0%
Value ($000) $30 Shares 304 Est. Cost $62.64 Unrealized +27.2%
BK Bank Of New York Mellon Corp 0.0%
Value ($000) $29 Shares 588 Est. Cost $45.87 Unrealized +10.6%
TROW T Rowe Price Group Inc 0.0%
Value ($000) $29 Shares 195 Est. Cost $168.65 Unrealized -23.5%
SLM SLM Corp 0.0%
Value ($000) $29 Shares 1,580 Est. Cost $15.17 Unrealized +24.7%
NVS Novartis Ag Adr 0.0%
Value ($000) $28 Shares 314 Est. Cost $85.99 Unrealized
OXM Oxford Industries Inc 0.0%
Value ($000) $28 Shares 312 Est. Cost $76.83 Unrealized +14.9%
HUBS HubSpot Inc 0.0%
Value ($000) $28 Shares 59 Est. Cost $650.44 Unrealized -25.5%
AZN Astrazeneca Plc ADR 0.0%
Value ($000) $28 Shares 422 Est. Cost $59.24 Unrealized
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $28 Shares 278 Est. Cost $115.83 Unrealized -18.1%
TRV Travelers Companies Inc 0.0%
Value ($000) $28 Shares 152 Est. Cost $118.04 Unrealized +34.5%
BALL Ball Corporation 0.0%
Value ($000) $27 Shares 303 Est. Cost $84.80 Unrealized +1.6%
Veritex Holdings Inc 0.0%
Value ($000) $27 Shares 714 Est. Cost $32.57 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $27 Shares 180 Est. Cost $155.46 Unrealized -5.2%
PSX Phillips 66 0.0%
Value ($000) $27 Shares 316 Est. Cost $64.72 Unrealized +12.5%
ZS Zscaler Inc 0.0%
Value ($000) $26 Shares 109 Est. Cost $276.82 Unrealized -11.2%
CBT Cabot Corp 0.0%
Value ($000) $26 Shares 386 Est. Cost $44.40 Unrealized +37.1%
BP BP PLC Spons ADR 0.0%
Value ($000) $26 Shares 868 Est. Cost $33.18 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $26 Shares 91 Est. Cost $255.22 Unrealized -0.9%
BDC Belden Inc. 0.0%
Value ($000) $26 Shares 467 Est. Cost $44.89 Unrealized +27.1%
TER Teradyne, Inc. 0.0%
Value ($000) $26 Shares 220 Est. Cost $138.21 Unrealized -9.9%
MDB Mongodb Inc. 0.0%
Value ($000) $25 Shares 57 Est. Cost $512.04 Unrealized -23.6%
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $25 Shares 159 Est. Cost $155.86 Unrealized +3.2%
EW Edwards LIfe Sciences Corp 0.0%
Value ($000) $25 Shares 213 Est. Cost $116.64 Unrealized -3.8%
HDB HDFC Bank LTD ADR 0.0%
Value ($000) $25 Shares 400 Est. Cost $65.00 Unrealized
UNM Unum Group 0.0%
Value ($000) $24 Shares 774 Est. Cost $25.60 Unrealized +9.1%
People's United Financial Inc 0.0%
Value ($000) $23 Shares 1,154 Est. Cost $18.20 Unrealized
AEP American Electric Power Inc 0.0%
Value ($000) $23 Shares 234 Est. Cost $72.48 Unrealized +9.3%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $23 Shares 91 Est. Cost $263.65 Unrealized -12.0%
VMware Inc 0.0%
Value ($000) $22 Shares 192 Est. Cost $148.26 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $22 Shares 274 Est. Cost $77.52 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $22 Shares 315 Est. Cost $61.91 Unrealized -18.9%
DELL Dell Technologies Inc 0.0%
Value ($000) $22 Shares 438 Est. Cost $45.70 Unrealized +12.0%
Pioneer Natural Resources Company 0.0%
Value ($000) $21 Shares 82 Est. Cost $186.81 Unrealized
SCHR Schwab Intermediate-Term US Treasury ETF 0.0%
Value ($000) $21 Shares 387 Est. Cost $56.85 Unrealized
MPWR Monolithic Power Systems, Inc. 0.0%
Value ($000) $20 Shares 41 Est. Cost $500.08 Unrealized -15.5%
MKSI MKS Instruments, Inc. 0.0%
Value ($000) $20 Shares 131 Est. Cost $151.09 Unrealized -0.5%
PCAR Paccar Inc 0.0%
Value ($000) $20 Shares 232 Est. Cost $48.76 Unrealized +7.5%
KHC Kraft Heinz Co 0.0%
Value ($000) $20 Shares 496 Est. Cost $29.49 Unrealized +5.2%
DVN Devon Energy Corp 0.0%
Value ($000) $20 Shares 339 Est. Cost $33.60 Unrealized +32.6%
IBM International Business Machines 0.0%
Value ($000) $20 Shares 155 Est. Cost $110.22 Unrealized +1.7%
PGR Progressive Corporation 0.0%
Value ($000) $20 Shares 174 Est. Cost $85.45 Unrealized +15.2%
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $20 Shares 433 Est. Cost $40.28 Unrealized +7.5%
URI United Rentals Inc 0.0%
Value ($000) $20 Shares 56 Est. Cost $345.28 Unrealized -8.4%
SHW Sherwin-Williams Co 0.0%
Value ($000) $19 Shares 78 Est. Cost $311.25 Unrealized -14.4%
ENTG Entegris Inc 0.0%
Value ($000) $19 Shares 144 Est. Cost $137.46 Unrealized -8.0%
KEY Keycorp 0.0%
Value ($000) $19 Shares 837 Est. Cost $18.79 Unrealized +8.0%
MGM MGM Resorts International 0.0%
Value ($000) $19 Shares 452 Est. Cost $44.88 Unrealized -4.2%
FCX Freeport-Mcmoran Copper & Gold 0.0%
Value ($000) $19 Shares 378 Est. Cost $35.78 Unrealized +16.9%
DXC DXC Technology Co 0.0%
Value ($000) $19 Shares 573 Est. Cost $32.58 Unrealized +1.5%
Westpac Banking Corp ADR 0.0%
Value ($000) $19 Shares 1,335 Est. Cost $15.73 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $18 Shares 9 Est. Cost $1861.88 Unrealized +5.0%
BANF BancFirst Corporation 0.0%
Value ($000) $18 Shares 212 Est. Cost $60.44 Unrealized +19.7%
TE Connectivity Ltd 0.0%
Value ($000) $18 Shares 140 Est. Cost $158.82 Unrealized
SNAP Snap Inc 0.0%
Value ($000) $18 Shares 500 Est. Cost $22.79 Unrealized +58.7%
CAG Conagra Foods Inc. 0.0%
Value ($000) $17 Shares 512 Est. Cost $26.97 Unrealized +5.0%
ADSK Autodesk Inc 0.0%
Value ($000) $16 Shares 75 Est. Cost $263.53 Unrealized -12.6%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $16 Shares 208 Est. Cost $73.87 Unrealized -6.6%
BKNG Booking Holdings Inc 0.0%
Value ($000) $16 Shares 7 Est. Cost $2332.00 Unrealized -1.4%
EBAY Ebay Inc 0.0%
Value ($000) $16 Shares 279 Est. Cost $66.02 Unrealized -18.2%
WDAY Workday Inc 0.0%
Value ($000) $16 Shares 65 Est. Cost $277.65 Unrealized -14.2%
Tilray Inc 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $22.50 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $16 Shares 60 Est. Cost $251.12 Unrealized -1.1%
EL Estee Lauder Companies Inc. 0.0%
Value ($000) $15 Shares 55 Est. Cost $317.73 Unrealized -11.2%
BBVA Banco Bilbao Vizcaya Argentaria S A Sponsored ADR 0.0%
Value ($000) $15 Shares 2,609 Est. Cost $5.74 Unrealized
TT Trane Technologies PLC 0.0%
Value ($000) $15 Shares 101 Est. Cost $178.56 Unrealized -12.8%
SBAC SBA Communications Corporation 0.0%
Value ($000) $14 Shares 42 Est. Cost $329.62 Unrealized -7.5%
ALGN Align Tech 0.0%
Value ($000) $14 Shares 32 Est. Cost $642.93 Unrealized -24.3%
TXT Textron Inc 0.0%
Value ($000) $14 Shares 189 Est. Cost $73.92 Unrealized -2.7%
NVR NVR, Inc. 0.0%
Value ($000) $13 Shares 3 Est. Cost $5278.12 Unrealized -3.5%
IX Orix Corp. Sponsored ADR 0.0%
Value ($000) $13 Shares 132 Est. Cost $100.56 Unrealized
ALK Alaska Air Group 0.0%
Value ($000) $13 Shares 228 Est. Cost $54.14 Unrealized +0.7%
CF CF Industries Holdings Inc 0.0%
Value ($000) $13 Shares 129 Est. Cost $57.35 Unrealized +29.5%
ROK Rockwell Automation Inc 0.0%
Value ($000) $13 Shares 45 Est. Cost $308.06 Unrealized -12.9%
Discover Financial Services 0.0%
Value ($000) $13 Shares 117 Est. Cost $115.65 Unrealized
EPR EPR Properties REIT 0.0%
Value ($000) $12 Shares 215 Est. Cost $50.59 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $12 Shares 94 Est. Cost $114.53 Unrealized -3.6%
SGMO Sangamo Therapeutics Inc 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $8.69 Unrealized -31.6%
BEN Franklin Resources Inc 0.0%
Value ($000) $12 Shares 447 Est. Cost $26.58 Unrealized -6.4%
FLGT Fulgent Genetics, Inc. 0.0%
Value ($000) $12 Shares 200 Est. Cost $65.84 Unrealized 0.0%
GLOB Globant SA 0.0%
Value ($000) $12 Shares 46 Est. Cost $253.64 Unrealized 0.0%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $12 Shares 228 Est. Cost $52.63 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $12 Shares 103 Est. Cost $105.01 Unrealized -0.4%
ZION Zions Bancorporation NA 0.0%
Value ($000) $12 Shares 177 Est. Cost $63.85 Unrealized +7.1%
EXPE Expedia Inc DE 0.0%
Value ($000) $12 Shares 59 Est. Cost $168.61 Unrealized +10.1%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $12 Shares 88 Est. Cost $161.83 Unrealized -22.7%
HOG Harley-Davidson Inc 0.0%
Value ($000) $11 Shares 278 Est. Cost $37.32 Unrealized +3.3%
HSBC HSBC Holdings PLC 0.0%
Value ($000) $11 Shares 335 Est. Cost $29.85 Unrealized
CBRE CBRE Group 0.0%
Value ($000) $11 Shares 125 Est. Cost $64.42 Unrealized +51.2%
BILL Bill.com Holdings Inc 0.0%
Value ($000) $10 Shares 43 Est. Cost $282.75 Unrealized -26.3%
WMB Williams Companies Inc 0.0%
Value ($000) $10 Shares 306 Est. Cost $22.75 Unrealized +12.3%
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.0%
Value ($000) $10 Shares 160 Est. Cost $50.00 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $10 Shares 65 Est. Cost $103.52 Unrealized +11.6%
AXON Axon Enterprise Inc 0.0%
Value ($000) $10 Shares 72 Est. Cost $137.15 Unrealized 0.0%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $10 Shares 184 Est. Cost $37.24 Unrealized +43.3%
Marathon Oil Corp 0.0%
Value ($000) $10 Shares 402 Est. Cost $17.41 Unrealized
TS Tenaris SA Sponsored ADR 0.0%
Value ($000) $10 Shares 322 Est. Cost $21.74 Unrealized
LKFN Lakeland Financial Corporation 0.0%
Value ($000) $9 Shares 124 Est. Cost $57.02 Unrealized +24.2%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $9 Shares 25 Est. Cost $400.00 Unrealized
BIDU Baidu Inc ADR 0.0%
Value ($000) $9 Shares 66 Est. Cost $106.06 Unrealized
AME Ametek Inc 0.0%
Value ($000) $9 Shares 66 Est. Cost $133.10 Unrealized -1.7%
DHI D. R. Horton Inc 0.0%
Value ($000) $9 Shares 120 Est. Cost $88.14 Unrealized -5.4%
WSFS WSFS Financial Corporation 0.0%
Value ($000) $9 Shares 194 Est. Cost $48.16 Unrealized +7.6%
STBA S&T Bancorp, Inc. 0.0%
Value ($000) $8 Shares 265 Est. Cost $29.68 Unrealized +5.8%
GWW W W Grainger Inc. 0.0%
Value ($000) $8 Shares 16 Est. Cost $452.39 Unrealized +4.6%
CNP CenterPoint Energy Inc 0.0%
Value ($000) $8 Shares 260 Est. Cost $24.02 Unrealized +5.8%
CAT Caterpillar Inc 0.0%
Value ($000) $8 Shares 38 Est. Cost $192.08 Unrealized +1.8%
ADM Archer Daniels 0.0%
Value ($000) $8 Shares 84 Est. Cost $69.63 Unrealized 0.0%
Aegon N.V. 0.0%
Value ($000) $8 Shares 1,485 Est. Cost $4.71 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $8 Shares 34 Est. Cost $207.28 Unrealized -5.0%
ViacomCBS Inc 0.0%
Value ($000) $8 Shares 211 Est. Cost $30.96 Unrealized
RHI Robert Half International Inc. 0.0%
Value ($000) $8 Shares 68 Est. Cost $111.35 Unrealized +3.6%
WPP WPP PLC ADR 0.0%
Value ($000) $8 Shares 129 Est. Cost $74.53 Unrealized
SO Southern Company 0.0%
Value ($000) $8 Shares 116 Est. Cost $54.72 Unrealized +7.3%
TENB Tenable Holdings Inc 0.0%
Value ($000) $8 Shares 145 Est. Cost $51.75 Unrealized -0.2%
A Agilent Technologies, Inc. 0.0%
Value ($000) $7 Shares 55 Est. Cost $151.43 Unrealized -11.5%
CPRT Copart, Inc. 0.0%
Value ($000) $7 Shares 58 Est. Cost $37.11 Unrealized -14.4%
James Hardie Industries PLC ADR 0.0%
Value ($000) $7 Shares 248 Est. Cost $40.98 Unrealized
FTV Fortive Corp Com 0.0%
Value ($000) $7 Shares 118 Est. Cost $55.51 Unrealized -12.4%
PLNT Planet Fitness Inc 0.0%
Value ($000) $7 Shares 87 Est. Cost $86.82 Unrealized 0.0%
CTAS Cintas Corp 0.0%
Value ($000) $7 Shares 16 Est. Cost $103.73 Unrealized -9.5%
USB US Bancorp 0.0%
Value ($000) $6 Shares 110 Est. Cost $48.84 Unrealized -2.0%
VLO Valero Energy Corp 0.0%
Value ($000) $6 Shares 61 Est. Cost $65.12 Unrealized +18.2%
AFL Aflac Inc 0.0%
Value ($000) $6 Shares 93 Est. Cost $57.30 Unrealized 0.0%
MGNI Magnite Inc 0.0%
Value ($000) $6 Shares 467 Est. Cost $13.49 Unrealized 0.0%
RODM Hartford Multifactor Developed Markets ex-US ETF 0.0%
Value ($000) $6 Shares 209 Est. Cost $23.92 Unrealized
MT ArcelorMittal S.A. 0.0%
Value ($000) $6 Shares 199 Est. Cost $30.77 Unrealized
WHR Whirpool Corporation 0.0%
Value ($000) $6 Shares 35 Est. Cost $219.62 Unrealized -7.7%
Precision Biosciences Inc Common Stock 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $7.50 Unrealized
MAS Masco Corp 0.0%
Value ($000) $5 Shares 95 Est. Cost $54.65 Unrealized +1.0%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $5 Shares 474 Est. Cost $11.17 Unrealized -3.6%
Laboratory Corp of America Holdings 0.0%
Value ($000) $5 Shares 20 Est. Cost $309.52 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $5 Shares 105 Est. Cost $43.38 Unrealized 0.0%
MU Micron Tech Inc 0.0%
Value ($000) $5 Shares 64 Est. Cost $76.29 Unrealized +9.3%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $5 Shares 27 Est. Cost $174.29 Unrealized -0.1%
UAA Under Armour Inc Class A Shs 0.0%
Value ($000) $5 Shares 281 Est. Cost $21.14 Unrealized -15.2%
UA Under Armour 0.0%
Value ($000) $4 Shares 282 Est. Cost $19.11 Unrealized -18.1%
Athersys Inc Common 0.0%
Value ($000) $4 Shares 6,265 Est. Cost $1.44 Unrealized
APPN Appian Corp Class A 0.0%
Value ($000) $4 Shares 64 Est. Cost $56.73 Unrealized 0.0%
PGEN Precigen Inc Common Stock 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $4.30 Unrealized -43.4%
CRSP Crispr Therapeutics AG 0.0%
Value ($000) $4 Shares 69 Est. Cost $62.79 Unrealized 0.0%
EA Electronic Arts Inc 0.0%
Value ($000) $4 Shares 33 Est. Cost $131.47 Unrealized -3.1%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $4 Shares 35 Est. Cost $115.26 Unrealized -1.1%
ROP Roper Industries Inc 0.0%
Value ($000) $4 Shares 9 Est. Cost $463.97 Unrealized -5.3%
CHWY Chewy, Inc. 0.0%
Value ($000) $4 Shares 90 Est. Cost $45.46 Unrealized 0.0%
LMND Lemonade Inc 0.0%
Value ($000) $4 Shares 140 Est. Cost $56.20 Unrealized -49.6%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $4 Shares 6 Est. Cost $43.28 Unrealized +3.2%
Virgin Galactic Holdings Inc 0.0%
Value ($000) $3 Shares 320 Est. Cost $9.38 Unrealized
SPOT Spotify Technology S.A. 0.0%
Value ($000) $3 Shares 19 Est. Cost $170.66 Unrealized 0.0%
FVRR Fiverr International Ltd 0.0%
Value ($000) $3 Shares 45 Est. Cost $79.26 Unrealized 0.0%
HPQ HP Inc 0.0%
Value ($000) $3 Shares 86 Est. Cost $28.19 Unrealized +13.7%
CLOV Clover Health Investments Corp Class A 0.0%
Value ($000) $3 Shares 877 Est. Cost $2.90 Unrealized 0.0%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $3 Shares 19 Est. Cost $174.28 Unrealized -8.2%
STX Seagate Technology Holdings PLC 0.0%
Value ($000) $2 Shares 21 Est. Cost $84.69 Unrealized +6.0%
Redfin Corp 0.0%
Value ($000) $2 Shares 110 Est. Cost $18.18 Unrealized
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $2 Shares 26 Est. Cost $77.38 Unrealized 0.0%
DOCU Docusign Inc. 0.0%
Value ($000) $2 Shares 17 Est. Cost $227.99 Unrealized -49.7%
MS Morgan Stanley 0.0%
Value ($000) $1 Shares 17 Est. Cost $86.77 Unrealized -2.5%
ZM Zoom Video Communications Inc Class A 0.0%
Value ($000) $1 Shares 12 Est. Cost $445.83 Unrealized -69.5%
LSF Laird Superfood Inc 0.0%
Value ($000) $1 Shares 195 Est. Cost $5.13 Unrealized
UCB United Community Banks Inc Blairsville Ga 0.0%
Value ($000) $1 Shares 18 Est. Cost $27.68 Unrealized +33.0%
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.05 Unrealized 0.0%
RBBN Ribbon Communications Inc Com 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.93 Unrealized -30.9%