Nicholas Hoffman & Company, LLC. Diversified Active

CIK: 0001678953 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 12, 2019

Total Value ($000): $321,825 (100.0% shares, 0.0% debt)

Holdings (193)

SPY SPDR S&P 500 ETF 8.9%
Value ($000) $28,563 Shares 97,483 Est. Cost $213.48 Unrealized
MSFT MICROSOFT CORP COM 5.8%
Value ($000) $18,573 Shares 138,647 Est. Cost $48.32 Unrealized +147.4%
VOO VANGUARD S&P 500 ETF 5.4%
Value ($000) $17,369 Shares 64,533 Est. Cost $231.23 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 5.1%
Value ($000) $16,469 Shares 143,012 Est. Cost $89.14 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 3.4%
Value ($000) $10,785 Shares 211,510 Est. Cost $45.46 Unrealized
KO COCA COLA CO COM 2.9%
Value ($000) $9,283 Shares 182,301 Est. Cost $33.62 Unrealized +18.8%
VO VANGUARD MID-CAP INDEX FUND 2.7%
Value ($000) $8,668 Shares 51,855 Est. Cost $131.62 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 2.1%
Value ($000) $6,894 Shares 85,348 Est. Cost $67.94 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.0%
Value ($000) $6,554 Shares 41,833 Est. Cost $124.63 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.9%
Value ($000) $5,998 Shares 32,462 Est. Cost $124.74 Unrealized +31.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.8%
Value ($000) $5,693 Shares 133,850 Est. Cost $37.84 Unrealized
JNJ JOHNSON & JOHNSON COM 1.7%
Value ($000) $5,529 Shares 39,697 Est. Cost $89.88 Unrealized +27.7%
EFV ISHARES MSCI EAFE VALUE ETF 1.7%
Value ($000) $5,480 Shares 114,009 Est. Cost $45.22 Unrealized
AAPL APPLE INC COM 1.7%
Value ($000) $5,431 Shares 27,440 Est. Cost $25.26 Unrealized +84.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.5%
Value ($000) $4,775 Shares 15 Est. Cost $250864.50 Unrealized +23.9%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 1.2%
Value ($000) $3,911 Shares 68,129 Est. Cost $51.77 Unrealized
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $3,264 Shares 42,589 Est. Cost $57.43 Unrealized -1.0%
HD HOME DEPOT INC COM 1.0%
Value ($000) $3,122 Shares 15,012 Est. Cost $114.71 Unrealized +47.8%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $3,070 Shares 14,782 Est. Cost $102.97 Unrealized +64.9%
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $3,048 Shares 27,794 Est. Cost $63.62 Unrealized +42.2%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.9%
Value ($000) $3,014 Shares 23,088 Est. Cost $117.40 Unrealized
SUNTRUST BKS INC COM 0.9%
Value ($000) $2,985 Shares 47,498 Est. Cost $52.25 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.9%
Value ($000) $2,948 Shares 70,681 Est. Cost $36.51 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.9%
Value ($000) $2,846 Shares 60,495 Est. Cost $41.89 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.9%
Value ($000) $2,784 Shares 25,161 Est. Cost $110.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.8%
Value ($000) $2,631 Shares 17,528 Est. Cost $133.35 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.8%
Value ($000) $2,628 Shares 49,824 Est. Cost $47.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $2,619 Shares 12,285 Est. Cost $161.22 Unrealized +28.3%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.8%
Value ($000) $2,477 Shares 35,493 Est. Cost $62.78 Unrealized
T AT&T INC COM 0.7%
Value ($000) $2,203 Shares 65,727 Est. Cost $15.00 Unrealized +0.5%
PEP PEPSICO INC COM 0.7%
Value ($000) $2,196 Shares 16,749 Est. Cost $80.32 Unrealized +30.4%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $2,172 Shares 38,021 Est. Cost $32.78 Unrealized +22.1%
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $2,163 Shares 32,904 Est. Cost $61.28 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $2,083 Shares 20,170 Est. Cost $80.93 Unrealized -1.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.6%
Value ($000) $2,049 Shares 45,179 Est. Cost $46.85 Unrealized -22.9%
IWM ISHARES RUSSELL 2000 ETF 0.6%
Value ($000) $1,995 Shares 12,828 Est. Cost $117.66 Unrealized
PROSHARES SHORT S&P 500 0.6%
Value ($000) $1,988 Shares 74,715 Est. Cost $35.47 Unrealized
CAT CATERPILLAR INC DEL COM 0.6%
Value ($000) $1,874 Shares 13,748 Est. Cost $88.69 Unrealized +29.3%
PPG PPG INDS INC COM 0.6%
Value ($000) $1,861 Shares 15,943 Est. Cost $85.08 Unrealized +18.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $1,852 Shares 11,199 Est. Cost $74.02 Unrealized +90.4%
META FACEBOOK INC CL A 0.5%
Value ($000) $1,734 Shares 8,982 Est. Cost $147.04 Unrealized +23.4%
V VISA INC COM CL A 0.5%
Value ($000) $1,725 Shares 9,942 Est. Cost $89.92 Unrealized +73.9%
KMB KIMBERLY CLARK CORP COM 0.5%
Value ($000) $1,717 Shares 12,879 Est. Cost $93.93 Unrealized +8.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,693 Shares 19,185 Est. Cost $54.18 Unrealized +25.1%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $1,669 Shares 13,412 Est. Cost $67.34 Unrealized +34.0%
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $1,599 Shares 20,362 Est. Cost $61.21 Unrealized -4.8%
LLY LILLY ELI & CO COM 0.5%
Value ($000) $1,589 Shares 14,341 Est. Cost $73.69 Unrealized +46.6%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $1,570 Shares 33,160 Est. Cost $33.31 Unrealized -7.2%
NSC NORFOLK SOUTHERN CORP COM 0.5%
Value ($000) $1,551 Shares 7,780 Est. Cost $74.53 Unrealized +132.6%
MA MASTERCARD INC CL A 0.5%
Value ($000) $1,550 Shares 5,859 Est. Cost $133.24 Unrealized +81.1%
DIS DISNEY WALT CO COM DISNEY 0.5%
Value ($000) $1,514 Shares 10,843 Est. Cost $98.60 Unrealized +29.8%
SO SOUTHERN CO COM 0.5%
Value ($000) $1,513 Shares 27,372 Est. Cost $34.36 Unrealized +20.3%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.4%
Value ($000) $1,439 Shares 35,961 Est. Cost $41.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $1,428 Shares 10,357 Est. Cost $100.69 Unrealized -2.1%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,423 Shares 11,531 Est. Cost $55.52 Unrealized +93.6%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $1,375 Shares 29,048 Est. Cost $39.35 Unrealized -0.7%
TGT TARGET CORP COM 0.4%
Value ($000) $1,345 Shares 15,526 Est. Cost $54.77 Unrealized +23.6%
EBAY EBAY INC COM 0.4%
Value ($000) $1,340 Shares 33,914 Est. Cost $25.71 Unrealized +30.8%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $1,314 Shares 25,082 Est. Cost $31.65 Unrealized +23.0%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,282 Shares 677 Est. Cost $43.29 Unrealized +115.2%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $1,255 Shares 12,886 Est. Cost $63.45 Unrealized +20.1%
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $1,247 Shares 17,402 Est. Cost $56.77 Unrealized +7.2%
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,186 Shares 14,143 Est. Cost $40.73 Unrealized +52.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.4%
Value ($000) $1,151 Shares 27,890 Est. Cost $31.35 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.4%
Value ($000) $1,149 Shares 7,686 Est. Cost $91.87 Unrealized +36.1%
SLB SCHLUMBERGER LTD COM 0.4%
Value ($000) $1,143 Shares 28,768 Est. Cost $46.26 Unrealized -27.3%
PROSHARES ULTRASHORT QQQ 0.3%
Value ($000) $1,114 Shares 35,477 Est. Cost $38.66 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $1,085 Shares 25,053 Est. Cost $21.89 Unrealized +33.5%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $1,082 Shares 3,348 Est. Cost $193.24 Unrealized +38.3%
TEXAS PAC LD TR SUB CTF PROP I T 0.3%
Value ($000) $1,080 Shares 1,372 Est. Cost $168.35 Unrealized
BKNG BOOKING HLDGS INC COM 0.3%
Value ($000) $1,040 Shares 555 Est. Cost $1802.03 Unrealized -1.9%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $1,029 Shares 19,085 Est. Cost $34.86 Unrealized +26.5%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.3%
Value ($000) $1,014 Shares 14,374 Est. Cost $58.16 Unrealized
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $999 Shares 11,397 Est. Cost $53.63 Unrealized +26.5%
BAC BANK AMER CORP COM 0.3%
Value ($000) $973 Shares 33,542 Est. Cost $16.32 Unrealized +50.1%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $965 Shares 8,630 Est. Cost $63.61 Unrealized +44.7%
COR AMERISOURCEBERGEN CORP COM 0.3%
Value ($000) $934 Shares 10,954 Est. Cost $65.92 Unrealized -4.1%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $928 Shares 15,215 Est. Cost $35.21 Unrealized +39.8%
SYK STRYKER CORP COM 0.3%
Value ($000) $921 Shares 4,481 Est. Cost $118.72 Unrealized +49.8%
TAP MOLSON COORS BREWING CO CL B 0.3%
Value ($000) $916 Shares 16,358 Est. Cost $52.90 Unrealized -7.6%
MMM 3M CO COM 0.3%
Value ($000) $913 Shares 5,266 Est. Cost $116.89 Unrealized +3.2%
EXC EXELON CORP COM 0.3%
Value ($000) $904 Shares 18,852 Est. Cost $17.69 Unrealized +57.9%
HIG HARTFORD FINL SVCS GROUP INC COM 0.3%
Value ($000) $894 Shares 16,046 Est. Cost $38.56 Unrealized +18.2%
MHK MOHAWK INDS INC COM 0.3%
Value ($000) $890 Shares 6,032 Est. Cost $171.38 Unrealized -19.2%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $881 Shares 6,418 Est. Cost $78.97 Unrealized +31.8%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $881 Shares 815 Est. Cost $43.35 Unrealized +32.1%
WMT WALMART INC COM 0.3%
Value ($000) $873 Shares 7,899 Est. Cost $20.10 Unrealized +55.7%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $869 Shares 6,523 Est. Cost $123.17 Unrealized
SON SONOCO PRODS CO COM 0.3%
Value ($000) $868 Shares 13,287 Est. Cost $50.02 Unrealized 0.0%
LOW LOWES COS INC COM 0.3%
Value ($000) $834 Shares 8,264 Est. Cost $66.01 Unrealized +41.6%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $816 Shares 2,246 Est. Cost $204.47 Unrealized +36.8%
KR KROGER CO COM 0.3%
Value ($000) $814 Shares 37,486 Est. Cost $23.53 Unrealized -10.5%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $802 Shares 14,654 Est. Cost $21.15 Unrealized +113.6%
ABT ABBOTT LABS COM 0.2%
Value ($000) $799 Shares 9,501 Est. Cost $56.28 Unrealized +24.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $785 Shares 6,173 Est. Cost $111.83 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $777 Shares 2,636 Est. Cost $216.85 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $766 Shares 4,388 Est. Cost $117.45 Unrealized +18.1%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $765 Shares 10,189 Est. Cost $27.24 Unrealized 0.0%
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $756 Shares 22,401 Est. Cost $32.11 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $750 Shares 2,061 Est. Cost $266.50 Unrealized +34.0%
TOTAL S A SPONSORED ADS 0.2%
Value ($000) $741 Shares 13,279 Est. Cost $55.80 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $707 Shares 14,761 Est. Cost $27.18 Unrealized +58.6%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $686 Shares 3,675 Est. Cost $186.67 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $681 Shares 4,166 Est. Cost $114.88 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.2%
Value ($000) $668 Shares 5,543 Est. Cost $107.52 Unrealized
HMC HONDA MOTOR LTD AMERN SHS 0.2%
Value ($000) $664 Shares 25,683 Est. Cost $26.53 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $659 Shares 7,219 Est. Cost $82.67 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $654 Shares 2,473 Est. Cost $155.88 Unrealized +45.4%
MCK MCKESSON CORP COM 0.2%
Value ($000) $640 Shares 4,760 Est. Cost $127.46 Unrealized -6.8%
TORCHMARK CORP COM 0.2%
Value ($000) $625 Shares 6,984 Est. Cost $62.01 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $622 Shares 3,424 Est. Cost $140.61 Unrealized +5.1%
RAYTHEON CO COM NEW 0.2%
Value ($000) $619 Shares 3,561 Est. Cost $155.51 Unrealized
CAROLINA FINL CORP NEW COM 0.2%
Value ($000) $613 Shares 17,477 Est. Cost $34.62 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $596 Shares 8,193 Est. Cost $61.64 Unrealized -3.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $579 Shares 2,374 Est. Cost $159.32 Unrealized +35.2%
BEN FRANKLIN RES INC COM 0.2%
Value ($000) $576 Shares 16,558 Est. Cost $22.64 Unrealized +8.9%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.2%
Value ($000) $573 Shares 4,087 Est. Cost $120.36 Unrealized -10.8%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.2%
Value ($000) $563 Shares 8,645 Est. Cost $54.97 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.2%
Value ($000) $557 Shares 10,471 Est. Cost $56.38 Unrealized
CIMAREX ENERGY CO COM 0.2%
Value ($000) $527 Shares 8,889 Est. Cost $59.29 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $519 Shares 8,147 Est. Cost $63.29 Unrealized
UNILEVER N V N Y SHS NEW 0.2%
Value ($000) $519 Shares 8,546 Est. Cost $46.91 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $517 Shares 4,987 Est. Cost $73.86 Unrealized +15.7%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $515 Shares 5,989 Est. Cost $68.42 Unrealized +9.6%
DOW DOW INC COM 0.2%
Value ($000) $502 Shares 10,185 Est. Cost $36.37 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value ($000) $500 Shares 4,326 Est. Cost $83.69 Unrealized +41.1%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $499 Shares 5,948 Est. Cost $49.37 Unrealized +37.6%
BLACKROCK INC COM 0.1%
Value ($000) $464 Shares 989 Est. Cost $503.36 Unrealized
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $461 Shares 2,880 Est. Cost $126.40 Unrealized +12.0%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $456 Shares 2,698 Est. Cost $97.65 Unrealized +51.3%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $452 Shares 417 Est. Cost $44.56 Unrealized +28.9%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $410 Shares 10,119 Est. Cost $29.21 Unrealized +16.2%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $392 Shares 1,719 Est. Cost $157.02 Unrealized +31.5%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $388 Shares 36,945 Est. Cost $27.85 Unrealized
ROL ROLLINS INC COM 0.1%
Value ($000) $373 Shares 10,406 Est. Cost $20.45 Unrealized +16.2%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $365 Shares 6,941 Est. Cost $44.12 Unrealized -6.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $349 Shares 5,225 Est. Cost $52.73 Unrealized +9.0%
ADBE ADOBE INC COM 0.1%
Value ($000) $345 Shares 1,172 Est. Cost $213.98 Unrealized +29.8%
ATO ATMOS ENERGY CORP COM 0.1%
Value ($000) $344 Shares 3,256 Est. Cost $59.01 Unrealized +47.6%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $344 Shares 5,518 Est. Cost $31.58 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $340 Shares 6,433 Est. Cost $40.13 Unrealized +21.3%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $323 Shares 11,200 Est. Cost $29.06 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $321 Shares 2,398 Est. Cost $79.89 Unrealized +36.4%
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $320 Shares 5,988 Est. Cost $78.96 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $305 Shares 7,100 Est. Cost $36.05 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $299 Shares 1,837 Est. Cost $117.14 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $286 Shares 2,199 Est. Cost $117.96 Unrealized
AMYRIS INC COM NEW 0.1%
Value ($000) $285 Shares 80,000 Est. Cost $2.09 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $281 Shares 4,946 Est. Cost $51.39 Unrealized +3.7%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $279 Shares 2,523 Est. Cost $65.21 Unrealized +40.9%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $278 Shares 2,426 Est. Cost $92.76 Unrealized 0.0%
TOTAL SYS SVCS INC COM 0.1%
Value ($000) $276 Shares 2,150 Est. Cost $128.37 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value ($000) $275 Shares 4,726 Est. Cost $40.65 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $273 Shares 3,185 Est. Cost $51.53 Unrealized +22.2%
MDU MDU RES GROUP INC COM 0.1%
Value ($000) $271 Shares 10,500 Est. Cost $8.58 Unrealized -6.8%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $267 Shares 1,550 Est. Cost $132.97 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $264 Shares 7,326 Est. Cost $24.48 Unrealized -4.1%
AFL AFLAC INC COM 0.1%
Value ($000) $263 Shares 4,797 Est. Cost $36.07 Unrealized +22.2%
CTVA CORTEVA INC COM 0.1%
Value ($000) $262 Shares 8,855 Est. Cost $25.02 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.1%
Value ($000) $260 Shares 2,149 Est. Cost $110.01 Unrealized +5.9%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $260 Shares 6,239 Est. Cost $36.05 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $259 Shares 2,744 Est. Cost $82.32 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $258 Shares 4,731 Est. Cost $55.49 Unrealized -21.5%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $251 Shares 995 Est. Cost $175.49 Unrealized +19.5%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $248 Shares 1,645 Est. Cost $128.58 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $238 Shares 4,348 Est. Cost $72.96 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $230 Shares 1,607 Est. Cost $87.89 Unrealized +30.8%
PJP INVESCO DYNAMIC PHARMACEUTICALS ETF 0.1%
Value ($000) $229 Shares 3,800 Est. Cost $67.11 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $228 Shares 1,203 Est. Cost $158.65 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $222 Shares 1,718 Est. Cost $124.56 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $222 Shares 1,207 Est. Cost $154.26 Unrealized -5.2%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $218 Shares 2,823 Est. Cost $46.36 Unrealized +22.6%
AIA ISHARES ASIA 50 ETF 0.1%
Value ($000) $217 Shares 3,543 Est. Cost $61.25 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.1%
Value ($000) $216 Shares 6,616 Est. Cost $32.19 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.1%
Value ($000) $214 Shares 1,054 Est. Cost $150.51 Unrealized +6.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $213 Shares 3,992 Est. Cost $51.35 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $213 Shares 10,632 Est. Cost $22.37 Unrealized
RY ROYAL BK CDA MONTREAL QUE COM 0.1%
Value ($000) $212 Shares 2,668 Est. Cost $75.64 Unrealized +3.3%
CTAS CINTAS CORP COM 0.1%
Value ($000) $206 Shares 870 Est. Cost $51.79 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $206 Shares 3,718 Est. Cost $45.60 Unrealized +4.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $204 Shares 3,583 Est. Cost $46.07 Unrealized +6.7%
NKE NIKE INC CL B 0.1%
Value ($000) $203 Shares 2,418 Est. Cost $75.37 Unrealized +2.3%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $202 Shares 440 Est. Cost $140.92 Unrealized 0.0%
QUOTIENT LTD SHS 0.1%
Value ($000) $201 Shares 21,500 Est. Cost $6.98 Unrealized
RETAIL OPPORTUNITY INVTS CORP COM 0.1%
Value ($000) $198 Shares 11,533 Est. Cost $21.55 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $189 Shares 13,199 Est. Cost $17.85 Unrealized
PREFERRED APT CMNTYS INC COM 0.1%
Value ($000) $180 Shares 12,026 Est. Cost $14.97 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.1%
Value ($000) $176 Shares 37,678 Est. Cost $3.93 Unrealized
RF REGIONS FINL CORP NEW COM 0.1%
Value ($000) $172 Shares 11,500 Est. Cost $10.72 Unrealized +4.7%
RES RPC INC COM 0.0%
Value ($000) $147 Shares 20,361 Est. Cost $13.08 Unrealized -33.7%
SECUREWORKS CORP CL A 0.0%
Value ($000) $133 Shares 10,000 Est. Cost $14.70 Unrealized
STREAMLINE HEALTH SOLUTIONS COM 0.0%
Value ($000) $127 Shares 84,000 Est. Cost $1.17 Unrealized
DB DEUTSCHE BANK AG NAMEN AKT 0.0%
Value ($000) $76 Shares 10,000 Est. Cost $7.73 Unrealized -11.4%