Nicholas Hoffman & Company, LLC. Diversified Active

CIK: 0001678953 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 8, 2019

Total Value ($000): $290,874 (100.0% shares, 0.0% debt)

Holdings (178)

SPY SPDR S&P 500 ETF 9.4%
Value ($000) $27,355 Shares 109,456 Est. Cost $213.48 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 5.2%
Value ($000) $15,167 Shares 154,846 Est. Cost $88.52 Unrealized
VOO VANGUARD S&P 500 ETF 5.1%
Value ($000) $14,895 Shares 64,815 Est. Cost $230.31 Unrealized
MSFT MICROSOFT CORP COM 4.8%
Value ($000) $14,073 Shares 138,557 Est. Cost $48.32 Unrealized +107.0%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 3.4%
Value ($000) $9,950 Shares 218,294 Est. Cost $45.36 Unrealized
KO COCA COLA CO COM 3.3%
Value ($000) $9,507 Shares 200,785 Est. Cost $33.44 Unrealized +14.8%
VO VANGUARD MID-CAP INDEX FUND 2.8%
Value ($000) $8,152 Shares 58,995 Est. Cost $131.62 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.2%
Value ($000) $6,269 Shares 47,493 Est. Cost $124.63 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 2.1%
Value ($000) $6,047 Shares 87,556 Est. Cost $67.94 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.8%
Value ($000) $5,278 Shares 116,725 Est. Cost $45.22 Unrealized
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $5,229 Shares 40,518 Est. Cost $89.88 Unrealized +27.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.8%
Value ($000) $5,202 Shares 17 Est. Cost $250864.50 Unrealized +24.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.7%
Value ($000) $4,869 Shares 127,783 Est. Cost $37.66 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 1.6%
Value ($000) $4,724 Shares 42,831 Est. Cost $110.36 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.6%
Value ($000) $4,589 Shares 32,545 Est. Cost $124.74 Unrealized +14.5%
AAPL APPLE INC COM 1.5%
Value ($000) $4,361 Shares 27,649 Est. Cost $25.26 Unrealized +82.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.3%
Value ($000) $3,874 Shares 34,888 Est. Cost $111.83 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 1.2%
Value ($000) $3,587 Shares 69,225 Est. Cost $51.77 Unrealized
SUNTRUST BKS INC COM 1.2%
Value ($000) $3,416 Shares 67,731 Est. Cost $52.25 Unrealized
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $3,208 Shares 34,898 Est. Cost $63.62 Unrealized +17.5%
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $3,156 Shares 46,278 Est. Cost $57.66 Unrealized -2.2%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 1.0%
Value ($000) $2,776 Shares 66,268 Est. Cost $41.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $2,725 Shares 13,347 Est. Cost $161.22 Unrealized +29.6%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.9%
Value ($000) $2,611 Shares 22,891 Est. Cost $117.25 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.9%
Value ($000) $2,581 Shares 69,568 Est. Cost $36.44 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.9%
Value ($000) $2,572 Shares 54,459 Est. Cost $47.31 Unrealized
MCD MCDONALDS CORP COM 0.9%
Value ($000) $2,553 Shares 14,380 Est. Cost $101.24 Unrealized +48.3%
PROSHARES SHORT S&P 500 0.9%
Value ($000) $2,522 Shares 80,496 Est. Cost $35.47 Unrealized
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,436 Shares 14,178 Est. Cost $112.14 Unrealized +34.1%
T AT&T INC COM 0.8%
Value ($000) $2,436 Shares 85,367 Est. Cost $15.00 Unrealized -6.5%
PEP PEPSICO INC COM 0.8%
Value ($000) $2,392 Shares 21,647 Est. Cost $80.32 Unrealized +12.9%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.8%
Value ($000) $2,376 Shares 37,394 Est. Cost $62.78 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $2,290 Shares 40,726 Est. Cost $32.78 Unrealized +17.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.7%
Value ($000) $2,034 Shares 39,130 Est. Cost $48.37 Unrealized -15.3%
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $1,917 Shares 32,613 Est. Cost $61.18 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.6%
Value ($000) $1,841 Shares 14,422 Est. Cost $130.65 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.6%
Value ($000) $1,731 Shares 12,930 Est. Cost $117.66 Unrealized
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $1,719 Shares 34,798 Est. Cost $33.31 Unrealized -0.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $1,677 Shares 19,431 Est. Cost $53.80 Unrealized +18.8%
PPG PPG INDS INC COM 0.6%
Value ($000) $1,670 Shares 16,331 Est. Cost $85.08 Unrealized +6.3%
CAT CATERPILLAR INC DEL COM 0.6%
Value ($000) $1,652 Shares 13,003 Est. Cost $86.93 Unrealized +28.3%
LLY LILLY ELI & CO COM 0.5%
Value ($000) $1,570 Shares 13,571 Est. Cost $68.05 Unrealized +49.0%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $1,554 Shares 14,281 Est. Cost $67.34 Unrealized +25.8%
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $1,512 Shares 22,654 Est. Cost $61.21 Unrealized -6.4%
DOWDUPONT INC COM 0.5%
Value ($000) $1,485 Shares 27,765 Est. Cost $68.52 Unrealized
KMB KIMBERLY CLARK CORP COM 0.5%
Value ($000) $1,477 Shares 12,960 Est. Cost $93.60 Unrealized -7.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $1,468 Shares 11,199 Est. Cost $73.32 Unrealized +65.3%
UPS UNITED PARCEL SERVICE INC CL B 0.5%
Value ($000) $1,434 Shares 14,699 Est. Cost $80.93 Unrealized +1.4%
NSC NORFOLK SOUTHERN CORP COM 0.5%
Value ($000) $1,357 Shares 9,076 Est. Cost $74.53 Unrealized +91.0%
GLD SPDR GOLD SHARES 0.5%
Value ($000) $1,349 Shares 11,123 Est. Cost $123.17 Unrealized
SO SOUTHERN CO COM 0.5%
Value ($000) $1,334 Shares 30,370 Est. Cost $34.10 Unrealized +0.4%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.5%
Value ($000) $1,319 Shares 34,525 Est. Cost $40.99 Unrealized
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,262 Shares 13,238 Est. Cost $55.52 Unrealized +71.1%
EXC EXELON CORP COM 0.4%
Value ($000) $1,212 Shares 26,881 Est. Cost $17.69 Unrealized +40.9%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $1,203 Shares 13,221 Est. Cost $63.45 Unrealized +21.6%
V VISA INC COM CL A 0.4%
Value ($000) $1,157 Shares 8,768 Est. Cost $81.94 Unrealized +60.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $1,137 Shares 9,998 Est. Cost $100.87 Unrealized -12.8%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $1,118 Shares 24,268 Est. Cost $39.29 Unrealized +7.0%
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $1,106 Shares 9,462 Est. Cost $78.97 Unrealized +25.3%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $1,098 Shares 24,028 Est. Cost $31.35 Unrealized +22.1%
BAC BANK AMER CORP COM 0.4%
Value ($000) $1,084 Shares 43,993 Est. Cost $16.32 Unrealized +39.7%
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,071 Shares 14,021 Est. Cost $40.46 Unrealized +39.7%
AZN ASTRAZENECA PLC SPONSORED ADR 0.4%
Value ($000) $1,064 Shares 28,017 Est. Cost $30.26 Unrealized
MMM 3M CO COM 0.4%
Value ($000) $1,064 Shares 5,584 Est. Cost $116.44 Unrealized +10.1%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,062 Shares 707 Est. Cost $43.29 Unrealized +92.0%
DIS DISNEY WALT CO COM DISNEY 0.4%
Value ($000) $1,053 Shares 9,606 Est. Cost $93.86 Unrealized +16.2%
TGT TARGET CORP COM 0.4%
Value ($000) $1,046 Shares 15,832 Est. Cost $54.77 Unrealized +15.5%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,027 Shares 23,699 Est. Cost $21.15 Unrealized +74.5%
PFE PFIZER INC COM 0.4%
Value ($000) $1,022 Shares 23,402 Est. Cost $21.28 Unrealized +41.1%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $1,000 Shares 16,041 Est. Cost $35.21 Unrealized +51.7%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $972 Shares 16,329 Est. Cost $56.89 Unrealized -7.0%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $942 Shares 7,869 Est. Cost $91.87 Unrealized +16.7%
MA MASTERCARD INC CL A 0.3%
Value ($000) $901 Shares 4,777 Est. Cost $111.55 Unrealized +71.1%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $896 Shares 22,387 Est. Cost $34.86 Unrealized +2.7%
EBAY EBAY INC COM 0.3%
Value ($000) $887 Shares 31,615 Est. Cost $25.16 Unrealized +4.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.3%
Value ($000) $858 Shares 14,319 Est. Cost $58.16 Unrealized
META FACEBOOK INC CL A 0.3%
Value ($000) $847 Shares 6,462 Est. Cost $142.53 Unrealized +0.9%
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $846 Shares 11,059 Est. Cost $53.15 Unrealized +13.8%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $844 Shares 815 Est. Cost $43.35 Unrealized +22.6%
WMT WALMART INC COM 0.3%
Value ($000) $817 Shares 8,773 Est. Cost $20.10 Unrealized +43.1%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $806 Shares 3,291 Est. Cost $191.33 Unrealized +28.3%
NVS NOVARTIS A G SPONSORED ADR 0.3%
Value ($000) $794 Shares 9,258 Est. Cost $82.67 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $794 Shares 28,871 Est. Cost $23.50 Unrealized +5.9%
TEXAS PAC LD TR SUB CTF PROP I T 0.3%
Value ($000) $785 Shares 1,450 Est. Cost $168.35 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $781 Shares 5,910 Est. Cost $117.45 Unrealized +0.2%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $774 Shares 7,934 Est. Cost $61.74 Unrealized +41.8%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $761 Shares 3,054 Est. Cost $151.92 Unrealized +54.7%
LOW LOWES COS INC COM 0.3%
Value ($000) $751 Shares 8,126 Est. Cost $65.65 Unrealized +28.9%
INTC INTEL CORP COM 0.3%
Value ($000) $736 Shares 15,690 Est. Cost $27.18 Unrealized +47.9%
ABT ABBOTT LABS COM 0.2%
Value ($000) $687 Shares 9,492 Est. Cost $56.28 Unrealized +10.4%
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $676 Shares 15,213 Est. Cost $38.35 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $660 Shares 2,047 Est. Cost $265.02 Unrealized +26.4%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.2%
Value ($000) $658 Shares 11,296 Est. Cost $54.97 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $654 Shares 2,598 Est. Cost $215.77 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $639 Shares 6,932 Est. Cost $61.76 Unrealized +4.9%
PROSHARES ULTRASHORT QQQ 0.2%
Value ($000) $624 Shares 13,136 Est. Cost $47.50 Unrealized
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $624 Shares 17,294 Est. Cost $54.38 Unrealized -26.1%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $615 Shares 2,350 Est. Cost $204.47 Unrealized +22.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $613 Shares 10,695 Est. Cost $63.29 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.2%
Value ($000) $596 Shares 5,543 Est. Cost $107.52 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $577 Shares 4,295 Est. Cost $114.28 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.2%
Value ($000) $573 Shares 7,703 Est. Cost $67.16 Unrealized +0.1%
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $572 Shares 18,564 Est. Cost $31.79 Unrealized
SYK STRYKER CORP COM 0.2%
Value ($000) $568 Shares 3,623 Est. Cost $107.02 Unrealized +44.6%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $559 Shares 3,554 Est. Cost $139.93 Unrealized +8.7%
TORCHMARK CORP COM 0.2%
Value ($000) $558 Shares 7,486 Est. Cost $62.01 Unrealized
MHK MOHAWK INDS INC COM 0.2%
Value ($000) $541 Shares 4,624 Est. Cost $187.20 Unrealized -28.7%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $515 Shares 9,055 Est. Cost $40.78 Unrealized +24.7%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $503 Shares 6,672 Est. Cost $68.42 Unrealized +2.1%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $502 Shares 5,230 Est. Cost $73.86 Unrealized +9.0%
UNILEVER N V N Y SHS NEW 0.2%
Value ($000) $494 Shares 9,186 Est. Cost $46.91 Unrealized
TAP MOLSON COORS BREWING CO CL B 0.2%
Value ($000) $480 Shares 8,544 Est. Cost $54.34 Unrealized -6.4%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $471 Shares 3,052 Est. Cost $167.04 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value ($000) $465 Shares 4,530 Est. Cost $83.69 Unrealized +31.2%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $465 Shares 445 Est. Cost $44.56 Unrealized +20.4%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.2%
Value ($000) $461 Shares 9,611 Est. Cost $56.42 Unrealized
RAYTHEON CO COM NEW 0.2%
Value ($000) $457 Shares 2,979 Est. Cost $151.81 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $454 Shares 2,229 Est. Cost $149.40 Unrealized +35.2%
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $443 Shares 1,964 Est. Cost $170.75 Unrealized +21.9%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $431 Shares 10,101 Est. Cost $29.21 Unrealized +22.2%
BEN FRANKLIN RES INC COM 0.1%
Value ($000) $413 Shares 13,937 Est. Cost $22.62 Unrealized -3.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $401 Shares 10,256 Est. Cost $36.05 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $387 Shares 8,999 Est. Cost $52.02 Unrealized -29.6%
ROL ROLLINS INC COM 0.1%
Value ($000) $374 Shares 10,373 Est. Cost $20.24 Unrealized +17.0%
HMC HONDA MOTOR LTD AMERN SHS 0.1%
Value ($000) $373 Shares 14,090 Est. Cost $25.94 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $345 Shares 5,359 Est. Cost $47.34 Unrealized +13.3%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $339 Shares 3,185 Est. Cost $117.96 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $334 Shares 5,584 Est. Cost $52.73 Unrealized +8.1%
HSY HERSHEY CO COM 0.1%
Value ($000) $326 Shares 3,043 Est. Cost $79.89 Unrealized +12.7%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $326 Shares 43,094 Est. Cost $27.85 Unrealized
TOTAL SYS SVCS INC COM 0.1%
Value ($000) $325 Shares 4,000 Est. Cost $84.50 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $315 Shares 2,851 Est. Cost $136.78 Unrealized -13.7%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $315 Shares 2,280 Est. Cost $90.55 Unrealized +39.6%
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $308 Shares 4,114 Est. Cost $51.40 Unrealized +27.5%
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $307 Shares 5,940 Est. Cost $78.96 Unrealized
ATO ATMOS ENERGY CORP COM 0.1%
Value ($000) $302 Shares 3,256 Est. Cost $59.01 Unrealized +36.3%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $297 Shares 4,346 Est. Cost $72.96 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $295 Shares 751 Est. Cost $527.66 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $290 Shares 4,433 Est. Cost $56.49 Unrealized +5.1%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $282 Shares 6,294 Est. Cost $40.02 Unrealized +14.6%
BKNG BOOKING HLDGS INC COM 0.1%
Value ($000) $277 Shares 161 Est. Cost $1923.24 Unrealized -6.2%
ADBE ADOBE INC COM 0.1%
Value ($000) $276 Shares 1,218 Est. Cost $213.98 Unrealized +12.8%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $273 Shares 7,021 Est. Cost $44.12 Unrealized -25.3%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $268 Shares 5,518 Est. Cost $31.58 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $263 Shares 2,861 Est. Cost $65.21 Unrealized +20.2%
BANCORPSOUTH BK TUPELO MISS COM 0.1%
Value ($000) $260 Shares 9,964 Est. Cost $31.49 Unrealized
VRE MACK CALI RLTY CORP COM 0.1%
Value ($000) $259 Shares 13,245 Est. Cost $26.34 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $252 Shares 1,820 Est. Cost $117.14 Unrealized
MDU MDU RES GROUP INC COM 0.1%
Value ($000) $250 Shares 10,500 Est. Cost $8.58 Unrealized -8.1%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $247 Shares 4,946 Est. Cost $51.39 Unrealized -0.6%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $246 Shares 6,485 Est. Cost $36.05 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $241 Shares 1,420 Est. Cost $151.34 Unrealized +11.3%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $240 Shares 1,897 Est. Cost $110.50 Unrealized 0.0%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $238 Shares 1,678 Est. Cost $132.97 Unrealized
PJP INVESCO DYNAMIC PHARMACEUTICALS ETF 0.1%
Value ($000) $237 Shares 3,800 Est. Cost $67.11 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $233 Shares 1,741 Est. Cost $117.48 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $230 Shares 2,724 Est. Cost $82.32 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value ($000) $228 Shares 4,718 Est. Cost $40.65 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $224 Shares 2,373 Est. Cost $88.32 Unrealized -10.4%
AFL AFLAC INC COM 0.1%
Value ($000) $223 Shares 4,903 Est. Cost $36.07 Unrealized +4.2%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $223 Shares 3,121 Est. Cost $46.36 Unrealized +14.8%
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $215 Shares 2,085 Est. Cost $87.89 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.1%
Value ($000) $210 Shares 2,149 Est. Cost $110.01 Unrealized -6.0%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $210 Shares 4,418 Est. Cost $45.71 Unrealized -7.9%
ING ING GROEP N V SPONSORED ADR 0.1%
Value ($000) $203 Shares 19,064 Est. Cost $18.46 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $202 Shares 10,632 Est. Cost $22.51 Unrealized
RES RPC INC COM 0.1%
Value ($000) $201 Shares 20,361 Est. Cost $13.08 Unrealized -6.7%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $200 Shares 6,451 Est. Cost $24.70 Unrealized -18.0%
VANECK VECTORS OIL SERVICES ETF 0.1%
Value ($000) $198 Shares 14,120 Est. Cost $14.02 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $192 Shares 13,199 Est. Cost $17.85 Unrealized
DIAMOND OFFSHORE DRILLING INC COM 0.1%
Value ($000) $187 Shares 19,807 Est. Cost $16.50 Unrealized
RETAIL OPPORTUNITY INVTS CORP COM 0.1%
Value ($000) $183 Shares 11,533 Est. Cost $21.55 Unrealized
RF REGIONS FINL CORP NEW COM 0.1%
Value ($000) $174 Shares 13,005 Est. Cost $10.72 Unrealized +11.9%
SECUREWORKS CORP CL A 0.1%
Value ($000) $169 Shares 10,000 Est. Cost $14.70 Unrealized
PDBC INVESCO DIVERSIFIED COMMODITY ETF 0.1%
Value ($000) $168 Shares 11,123 Est. Cost $18.76 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.1%
Value ($000) $148 Shares 37,678 Est. Cost $3.93 Unrealized
QUOTIENT LTD SHS 0.0%
Value ($000) $132 Shares 21,500 Est. Cost $6.98 Unrealized
STREAMLINE HEALTH SOLUTIONS COM 0.0%
Value ($000) $49 Shares 64,000 Est. Cost $1.20 Unrealized