PERSONAL CFO SOLUTIONS, LLC Diversified Active

CIK: 0001677501 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $349,126 (100.0% shares, 0.0% debt)

Holdings (343)

CB CHUBB LIMITED 6.5%
Value ($000) $22,806 Shares 146,518 Est. Cost $139.33 Unrealized -0.6%
ITT ITT INC 5.9%
Value ($000) $20,751 Shares 280,766 Est. Cost $66.45 Unrealized 0.0%
BA BOEING CO 5.8%
Value ($000) $20,135 Shares 61,815 Est. Cost $351.04 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 5.3%
Value ($000) $18,607 Shares 57,808 Est. Cost $297.29 Unrealized
PDEC INNOVATOR ETFS TR 3.8%
Value ($000) $13,360 Shares 499,613 Est. Cost $26.74 Unrealized
BDEC INNOVATOR ETFS TR 1.8%
Value ($000) $6,324 Shares 234,976 Est. Cost $26.91 Unrealized
FHLC FIDELITY COVINGTON TR 1.7%
Value ($000) $6,031 Shares 121,243 Est. Cost $43.37 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $5,710 Shares 19,428 Est. Cost $62.02 Unrealized 0.0%
FIDU FIDELITY COVINGTON TR 1.6%
Value ($000) $5,563 Shares 132,308 Est. Cost $39.86 Unrealized
MNA INDEXIQ ETF TR 1.4%
Value ($000) $4,831 Shares 145,513 Est. Cost $32.10 Unrealized
FNCL FIDELITY COVINGTON TR 1.2%
Value ($000) $4,206 Shares 94,692 Est. Cost $44.42 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $4,179 Shares 26,285 Est. Cost $129.91 Unrealized +7.2%
MRK MERCK &CO INC 1.2%
Value ($000) $4,155 Shares 45,532 Est. Cost $65.65 Unrealized +2.9%
HDG PROSHARES TR 1.1%
Value ($000) $3,968 Shares 85,030 Est. Cost $45.37 Unrealized
GOOG ALPHABET INC 1.1%
Value ($000) $3,813 Shares 2,855 Est. Cost $58.73 Unrealized +9.1%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $3,589 Shares 58,458 Est. Cost $40.44 Unrealized +5.8%
GOOGL ALPHABET INC 1.0%
Value ($000) $3,515 Shares 2,626 Est. Cost $58.78 Unrealized +8.9%
IVV ISHARES TR 1.0%
Value ($000) $3,480 Shares 10,765 Est. Cost $298.93 Unrealized
VYM VANGUARD WHITEHALL FDS INC 1.0%
Value ($000) $3,341 Shares 35,407 Est. Cost $91.09 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $3,179 Shares 14,879 Est. Cost $213.66 Unrealized
CAR AVIS BUDGET GROUP INC 0.9%
Value ($000) $3,156 Shares 97,901 Est. Cost $28.49 Unrealized 0.0%
FENY FIDELITY COVINGTON TR 0.9%
Value ($000) $3,021 Shares 188,705 Est. Cost $15.74 Unrealized
FLRN SPDR SERIES TRUST 0.8%
Value ($000) $2,904 Shares 94,505 Est. Cost $30.74 Unrealized
DBEF DBX ETF TR 0.8%
Value ($000) $2,667 Shares 78,274 Est. Cost $33.26 Unrealized
META FACEBOOK INC 0.7%
Value ($000) $2,608 Shares 12,725 Est. Cost $188.76 Unrealized +1.9%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $2,389 Shares 11,369 Est. Cost $176.52 Unrealized +1.1%
FDVV FIDELITY COVINGTON TR 0.7%
Value ($000) $2,282 Shares 70,300 Est. Cost $31.35 Unrealized
V VISA INC 0.6%
Value ($000) $2,227 Shares 11,874 Est. Cost $170.31 Unrealized +1.3%
IGIB ISHARES TR 0.6%
Value ($000) $2,213 Shares 38,168 Est. Cost $57.97 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $2,158 Shares 1,168 Est. Cost $88.51 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,921 Shares 29,989 Est. Cost $36.77 Unrealized +22.9%
DON WISDOMTREE TR 0.5%
Value ($000) $1,762 Shares 45,958 Est. Cost $37.17 Unrealized
ADBE ADOBE INC 0.5%
Value ($000) $1,753 Shares 5,326 Est. Cost $291.94 Unrealized +0.8%
HYG ISHARES TR 0.5%
Value ($000) $1,692 Shares 18,795 Est. Cost $87.43 Unrealized
XSLV INVESCO EXCHNG TRADED FD TR 0.5%
Value ($000) $1,644 Shares 32,046 Est. Cost $50.59 Unrealized
MCK MCKESSON CORP 0.5%
Value ($000) $1,624 Shares 11,735 Est. Cost $135.60 Unrealized -0.1%
ZTS ZOETIS INC 0.4%
Value ($000) $1,537 Shares 11,636 Est. Cost $114.57 Unrealized +3.1%
MA MASTERCARD INC 0.4%
Value ($000) $1,526 Shares 5,121 Est. Cost $266.10 Unrealized +2.4%
VTEB VANGUARD MUN BD FD INC 0.4%
Value ($000) $1,499 Shares 28,000 Est. Cost $53.61 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,447 Shares 15,787 Est. Cost $80.56 Unrealized
BNOV INNOVATOR ETFS TR 0.4%
Value ($000) $1,421 Shares 53,352 Est. Cost $26.63 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $1,411 Shares 24,321 Est. Cost $46.49 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,409 Shares 7,989 Est. Cost $160.41 Unrealized -2.8%
T AT&T INC 0.4%
Value ($000) $1,403 Shares 35,909 Est. Cost $17.00 Unrealized +11.0%
ASML ASML HOLDING N V 0.4%
Value ($000) $1,384 Shares 4,690 Est. Cost $248.36 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,365 Shares 44,345 Est. Cost $27.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,352 Shares 5,971 Est. Cost $217.17 Unrealized 0.0%
IVE ISHARES TR 0.4%
Value ($000) $1,345 Shares 10,339 Est. Cost $119.08 Unrealized
VOX VANGUARD WORLD FDS 0.4%
Value ($000) $1,344 Shares 14,312 Est. Cost $86.71 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,332 Shares 6,734 Est. Cost $180.55 Unrealized -1.6%
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,318 Shares 20,400 Est. Cost $64.75 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $1,308 Shares 6,756 Est. Cost $179.83 Unrealized
JNK SPDR SERIES TRUST 0.4%
Value ($000) $1,303 Shares 11,886 Est. Cost $109.38 Unrealized
FMAT FIDELITY COVINGTON TR 0.4%
Value ($000) $1,302 Shares 37,919 Est. Cost $32.32 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,300 Shares 10,367 Est. Cost $120.67 Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,298 Shares 20,614 Est. Cost $61.41 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,287 Shares 9,602 Est. Cost $102.39 Unrealized -2.4%
NKE NIKE INC 0.4%
Value ($000) $1,271 Shares 12,567 Est. Cost $78.77 Unrealized +10.2%
XLRE SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,260 Shares 32,596 Est. Cost $39.35 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $1,225 Shares 8,979 Est. Cost $129.48 Unrealized
CANADIAN PAC RY LTD 0.3%
Value ($000) $1,170 Shares 4,598 Est. Cost $254.46 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,155 Shares 16,554 Est. Cost $53.76 Unrealized -3.2%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,145 Shares 9,480 Est. Cost $91.51 Unrealized -2.0%
NOBL PROSHARES TR 0.3%
Value ($000) $1,098 Shares 14,527 Est. Cost $71.64 Unrealized
JNJ JOHNSON &JOHNSON 0.3%
Value ($000) $1,096 Shares 7,531 Est. Cost $110.00 Unrealized +3.7%
SHOP SHOPIFY INC 0.3%
Value ($000) $1,089 Shares 2,745 Est. Cost $33.82 Unrealized 0.0%
IBUY AMPLIFY ETF TR 0.3%
Value ($000) $1,079 Shares 21,017 Est. Cost $51.34 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $1,067 Shares 12,727 Est. Cost $78.06 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $1,019 Shares 12,042 Est. Cost $84.84 Unrealized
REGL PROSHARES TR 0.3%
Value ($000) $1,015 Shares 16,847 Est. Cost $59.00 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,013 Shares 10,922 Est. Cost $93.24 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,013 Shares 11,690 Est. Cost $75.30 Unrealized 0.0%
IWF ISHARES TR 0.3%
Value ($000) $1,004 Shares 5,705 Est. Cost $162.73 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $989 Shares 9,156 Est. Cost $109.90 Unrealized -5.4%
HDB HDFC BANK LTD 0.3%
Value ($000) $980 Shares 15,504 Est. Cost $57.05 Unrealized
JPM JPMORGAN CHASE &CO 0.3%
Value ($000) $977 Shares 7,007 Est. Cost $95.08 Unrealized +14.3%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $975 Shares 6,271 Est. Cost $132.79 Unrealized +9.9%
ICF ISHARES TR 0.3%
Value ($000) $965 Shares 8,249 Est. Cost $116.98 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.3%
Value ($000) $959 Shares 2,196 Est. Cost $25.83 Unrealized +10.8%
VIACOMCBS INC 0.3%
Value ($000) $911 Shares 21,842 Est. Cost $41.71 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $911 Shares 5,356 Est. Cost $145.09 Unrealized 0.0%
SO SOUTHERN CO 0.3%
Value ($000) $906 Shares 14,240 Est. Cost $46.70 Unrealized +4.7%
PWB INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $875 Shares 17,015 Est. Cost $48.32 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $868 Shares 5,870 Est. Cost $136.34 Unrealized
RMD RESMED INC 0.2%
Value ($000) $859 Shares 5,548 Est. Cost $124.54 Unrealized +9.8%
HSCZ ISHARES TR 0.2%
Value ($000) $855 Shares 27,454 Est. Cost $30.01 Unrealized
SNN SMITH &NEPHEW PLC 0.2%
Value ($000) $852 Shares 17,764 Est. Cost $47.98 Unrealized
KSS KOHLS CORP 0.2%
Value ($000) $844 Shares 16,412 Est. Cost $50.04 Unrealized +1.6%
BAUG INNOVATOR ETFS TR 0.2%
Value ($000) $827 Shares 31,131 Est. Cost $25.12 Unrealized
PNOV INNOVATOR ETFS TR 0.2%
Value ($000) $818 Shares 31,203 Est. Cost $26.22 Unrealized
HPQ HP INC 0.2%
Value ($000) $802 Shares 39,182 Est. Cost $15.54 Unrealized -1.5%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $800 Shares 9,916 Est. Cost $62.85 Unrealized -0.5%
ARKK ARK ETF TR 0.2%
Value ($000) $790 Shares 15,779 Est. Cost $43.07 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $786 Shares 11,326 Est. Cost $65.19 Unrealized
IT GARTNER INC 0.2%
Value ($000) $780 Shares 5,071 Est. Cost $145.37 Unrealized +5.0%
FEZ SPDR INDEX SHS FDS 0.2%
Value ($000) $779 Shares 19,087 Est. Cost $37.74 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $777 Shares 982 Est. Cost $734.27 Unrealized -1.7%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $771 Shares 11,863 Est. Cost $50.98 Unrealized +0.6%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $754 Shares 2,708 Est. Cost $249.35 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $743 Shares 15,990 Est. Cost $37.51 Unrealized +1.0%
EMN EASTMAN CHEMICAL CO 0.2%
Value ($000) $733 Shares 9,283 Est. Cost $59.26 Unrealized +3.9%
NRG NRG ENERGY INC 0.2%
Value ($000) $728 Shares 18,396 Est. Cost $31.21 Unrealized +5.6%
CMI CUMMINS INC 0.2%
Value ($000) $721 Shares 4,042 Est. Cost $142.34 Unrealized +6.1%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $719 Shares 12,263 Est. Cost $53.58 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $703 Shares 3,418 Est. Cost $193.65 Unrealized
STE STERIS PLC 0.2%
Value ($000) $698 Shares 4,589 Est. Cost $141.09 Unrealized -1.6%
PG PROCTER &GAMBLE CO 0.2%
Value ($000) $690 Shares 5,529 Est. Cost $103.66 Unrealized +1.5%
CRM SALESFORCE COM INC 0.2%
Value ($000) $685 Shares 4,221 Est. Cost $154.88 Unrealized 0.0%
BKNG BOOKING HLDGS INC 0.2%
Value ($000) $674 Shares 329 Est. Cost $1906.12 Unrealized +1.3%
PZA INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $662 Shares 25,000 Est. Cost $26.56 Unrealized
INCY INCYTE CORP 0.2%
Value ($000) $655 Shares 7,500 Est. Cost $80.82 Unrealized +5.7%
ICLR ICON PLC 0.2%
Value ($000) $652 Shares 3,788 Est. Cost $153.59 Unrealized +0.4%
CNA CNA FINL CORP 0.2%
Value ($000) $650 Shares 14,497 Est. Cost $30.30 Unrealized -4.7%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $642 Shares 4,227 Est. Cost $106.50 Unrealized 0.0%
BIIB BIOGEN INC 0.2%
Value ($000) $642 Shares 2,164 Est. Cost $277.46 Unrealized 0.0%
PAUG INNOVATOR ETFS TR 0.2%
Value ($000) $638 Shares 24,779 Est. Cost $25.17 Unrealized
HOLLYFRONTIER CORP 0.2%
Value ($000) $633 Shares 12,493 Est. Cost $52.40 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $622 Shares 10,662 Est. Cost $57.92 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $622 Shares 7,090 Est. Cost $80.64 Unrealized -7.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $621 Shares 7,330 Est. Cost $58.56 Unrealized +2.5%
RL RALPH LAUREN CORP 0.2%
Value ($000) $619 Shares 5,242 Est. Cost $87.38 Unrealized +7.3%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $604 Shares 2,614 Est. Cost $213.14 Unrealized 0.0%
ALC ALCON INC 0.2%
Value ($000) $598 Shares 10,578 Est. Cost $59.08 Unrealized -4.4%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $597 Shares 5,518 Est. Cost $115.73 Unrealized 0.0%
HST HOST HOTELS &RESORTS INC 0.2%
Value ($000) $596 Shares 31,134 Est. Cost $13.86 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $593 Shares 1,583 Est. Cost $294.28 Unrealized +13.7%
SMLV SPDR SERIES TRUST 0.2%
Value ($000) $591 Shares 5,910 Est. Cost $95.14 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $584 Shares 3,504 Est. Cost $140.67 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $580 Shares 2,988 Est. Cost $161.51 Unrealized +2.5%
DVA DAVITA INC 0.2%
Value ($000) $576 Shares 7,681 Est. Cost $66.33 Unrealized 0.0%
EBAY EBAY INC 0.2%
Value ($000) $569 Shares 15,745 Est. Cost $32.64 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $567 Shares 2,014 Est. Cost $52.68 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $564 Shares 12,680 Est. Cost $40.25 Unrealized
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $564 Shares 11,152 Est. Cost $38.51 Unrealized +13.3%
ETF MANAGERS TR 0.2%
Value ($000) $559 Shares 13,457 Est. Cost $37.38 Unrealized
EZU ISHARES INC 0.2%
Value ($000) $554 Shares 13,219 Est. Cost $39.27 Unrealized
ALLE ALLEGION PUB LTD CO 0.2%
Value ($000) $554 Shares 4,456 Est. Cost $99.81 Unrealized +6.8%
LKQ LKQ CORP 0.2%
Value ($000) $541 Shares 15,146 Est. Cost $30.49 Unrealized 0.0%
IP INTL PAPER CO 0.2%
Value ($000) $538 Shares 11,686 Est. Cost $29.88 Unrealized +6.7%
MSCI MSCI INC 0.2%
Value ($000) $536 Shares 2,083 Est. Cost $217.32 Unrealized +5.6%
HOG HARLEY DAVIDSON INC 0.2%
Value ($000) $534 Shares 14,361 Est. Cost $34.88 Unrealized +6.7%
IGV ISHARES TR 0.2%
Value ($000) $533 Shares 2,288 Est. Cost $212.02 Unrealized
XRX XEROX HOLDINGS CORP 0.2%
Value ($000) $532 Shares 14,430 Est. Cost $31.33 Unrealized +11.6%
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $529 Shares 6,220 Est. Cost $71.20 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $526 Shares 8,824 Est. Cost $55.35 Unrealized -2.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $519 Shares 10,449 Est. Cost $40.54 Unrealized -4.9%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $519 Shares 6,433 Est. Cost $80.79 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $512 Shares 3,092 Est. Cost $151.48 Unrealized
BWA BORGWARNER INC 0.1%
Value ($000) $509 Shares 11,725 Est. Cost $33.34 Unrealized 0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $509 Shares 54,752 Est. Cost $6.68 Unrealized 0.0%
DES WISDOMTREE TR 0.1%
Value ($000) $509 Shares 17,752 Est. Cost $27.70 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $504 Shares 9,007 Est. Cost $42.21 Unrealized +5.9%
AMGN AMGEN INC 0.1%
Value ($000) $500 Shares 2,089 Est. Cost $182.69 Unrealized 0.0%
PHM PULTE GROUP INC 0.1%
Value ($000) $497 Shares 12,801 Est. Cost $31.12 Unrealized +17.1%
HRB BLOCK H &R INC 0.1%
Value ($000) $484 Shares 20,630 Est. Cost $18.91 Unrealized 0.0%
OSI ETF TR 0.1%
Value ($000) $474 Shares 12,953 Est. Cost $34.74 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $473 Shares 2,055 Est. Cost $179.59 Unrealized +4.4%
IEMG ISHARES INC 0.1%
Value ($000) $469 Shares 8,716 Est. Cost $49.05 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $465 Shares 8,620 Est. Cost $48.23 Unrealized +6.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $459 Shares 5,030 Est. Cost $70.54 Unrealized +1.8%
ARDX ARDELYX INC 0.1%
Value ($000) $450 Shares 60,000 Est. Cost $6.08 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $448 Shares 11,414 Est. Cost $27.02 Unrealized -1.1%
ILCG ISHARES TR 0.1%
Value ($000) $446 Shares 2,124 Est. Cost $191.62 Unrealized
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $443 Shares 5,678 Est. Cost $73.87 Unrealized 0.0%
HYLB DBX ETF TR 0.1%
Value ($000) $427 Shares 8,486 Est. Cost $50.37 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.1%
Value ($000) $411 Shares 9,600 Est. Cost $43.50 Unrealized 0.0%
EPP ISHARES INC 0.1%
Value ($000) $399 Shares 8,608 Est. Cost $44.74 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $396 Shares 3,968 Est. Cost $93.05 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $395 Shares 3,402 Est. Cost $94.20 Unrealized 0.0%
SJNK SPDR SERIES TRUST 0.1%
Value ($000) $389 Shares 14,445 Est. Cost $27.14 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $387 Shares 6,532 Est. Cost $56.76 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $384 Shares 23,000 Est. Cost $15.91 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $384 Shares 1,299 Est. Cost $276.46 Unrealized
SAP SAP SE 0.1%
Value ($000) $374 Shares 2,791 Est. Cost $117.83 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $372 Shares 7,444 Est. Cost $27.60 Unrealized +4.3%
HESS CORP 0.1%
Value ($000) $371 Shares 5,546 Est. Cost $60.56 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $365 Shares 2,204 Est. Cost $153.75 Unrealized
EWU ISHARES TR 0.1%
Value ($000) $364 Shares 10,663 Est. Cost $32.01 Unrealized
PLD PROLOGIS INC 0.1%
Value ($000) $363 Shares 4,080 Est. Cost $74.69 Unrealized 0.0%
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $356 Shares 6,233 Est. Cost $53.78 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $356 Shares 2,468 Est. Cost $132.40 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $345 Shares 1,066 Est. Cost $31.29 Unrealized -5.2%
DXJ WISDOMTREE TR 0.1%
Value ($000) $337 Shares 6,267 Est. Cost $50.32 Unrealized
BIV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $335 Shares 3,844 Est. Cost $88.00 Unrealized
M MACYS INC 0.1%
Value ($000) $333 Shares 19,777 Est. Cost $18.52 Unrealized -15.5%
GLPG GALAPAGOS NV 0.1%
Value ($000) $332 Shares 1,607 Est. Cost $152.84 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $331 Shares 4,043 Est. Cost $71.56 Unrealized -0.6%
TGT TARGET CORP 0.1%
Value ($000) $329 Shares 2,488 Est. Cost $99.83 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $327 Shares 5,484 Est. Cost $55.98 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $325 Shares 4,982 Est. Cost $61.02 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $323 Shares 5,799 Est. Cost $48.21 Unrealized 0.0%
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $322 Shares 6,035 Est. Cost $45.94 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $318 Shares 5,403 Est. Cost $53.82 Unrealized
PEOPLES UTD FINL INC 0.1%
Value ($000) $314 Shares 18,752 Est. Cost $16.74 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $310 Shares 11,000 Est. Cost $28.55 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $309 Shares 7,012 Est. Cost $42.79 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $308 Shares 2,058 Est. Cost $136.68 Unrealized
AME AMETEK INC NEW 0.1%
Value ($000) $306 Shares 3,075 Est. Cost $90.92 Unrealized 0.0%
WU WESTERN UN CO 0.1%
Value ($000) $306 Shares 11,540 Est. Cost $23.26 Unrealized
PFG PRINCIPAL FINL GROUP INC 0.1%
Value ($000) $305 Shares 5,592 Est. Cost $43.94 Unrealized -1.7%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $304 Shares 9,027 Est. Cost $28.20 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $304 Shares 2,442 Est. Cost $110.13 Unrealized 0.0%
MAXIM INTEGRATED PRODS INC 0.1%
Value ($000) $302 Shares 4,964 Est. Cost $74.59 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $302 Shares 6,846 Est. Cost $41.07 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $302 Shares 6,152 Est. Cost $46.00 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $300 Shares 2,114 Est. Cost $104.76 Unrealized -0.5%
ENVIVA PARTNERS LP 0.1%
Value ($000) $298 Shares 8,000 Est. Cost $32.00 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $298 Shares 6,585 Est. Cost $33.65 Unrealized 0.0%
NICE NICE LTD 0.1%
Value ($000) $298 Shares 1,923 Est. Cost $144.05 Unrealized
POOL POOL CORPORATION 0.1%
Value ($000) $298 Shares 1,404 Est. Cost $181.91 Unrealized +6.0%
QRVO QORVO INC 0.1%
Value ($000) $297 Shares 2,560 Est. Cost $96.69 Unrealized 0.0%
XSOE WISDOMTREE TR 0.1%
Value ($000) $296 Shares 9,494 Est. Cost $27.70 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $295 Shares 1,658 Est. Cost $167.80 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $295 Shares 4,996 Est. Cost $48.05 Unrealized +2.3%
NVS NOVARTIS A G 0.1%
Value ($000) $293 Shares 3,097 Est. Cost $86.84 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $292 Shares 3,706 Est. Cost $72.80 Unrealized -0.5%
INTC INTEL CORP 0.1%
Value ($000) $292 Shares 4,874 Est. Cost $43.02 Unrealized +14.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $291 Shares 5,483 Est. Cost $43.38 Unrealized -1.3%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $287 Shares 22,400 Est. Cost $9.73 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $287 Shares 501 Est. Cost $605.63 Unrealized -8.6%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $286 Shares 3,080 Est. Cost $62.46 Unrealized +17.9%
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $286 Shares 15,077 Est. Cost $18.33 Unrealized
CHE CHEMED CORP NEW 0.1%
Value ($000) $286 Shares 650 Est. Cost $403.13 Unrealized +2.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $283 Shares 2,765 Est. Cost $92.64 Unrealized +10.5%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $282 Shares 583 Est. Cost $460.22 Unrealized 0.0%
MILN GLOBAL X FDS 0.1%
Value ($000) $282 Shares 10,895 Est. Cost $24.85 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $282 Shares 2,831 Est. Cost $99.60 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $281 Shares 14,614 Est. Cost $14.53 Unrealized 0.0%
AES AES CORP 0.1%
Value ($000) $280 Shares 13,003 Est. Cost $12.81 Unrealized +12.0%
COSAN LTD 0.1%
Value ($000) $280 Shares 12,267 Est. Cost $15.09 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $280 Shares 2,998 Est. Cost $72.11 Unrealized +10.5%
WSO WATSCO INC 0.1%
Value ($000) $277 Shares 1,556 Est. Cost $162.17 Unrealized +8.5%
HAL HALLIBURTON CO 0.1%
Value ($000) $275 Shares 11,342 Est. Cost $18.78 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $274 Shares 4,442 Est. Cost $51.65 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $273 Shares 2,453 Est. Cost $77.27 Unrealized +13.1%
WNS HOLDINGS LTD 0.1%
Value ($000) $273 Shares 4,122 Est. Cost $58.88 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $272 Shares 2,643 Est. Cost $90.47 Unrealized -4.3%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $272 Shares 2,460 Est. Cost $83.39 Unrealized +9.7%
IBN ICICI BK LTD 0.1%
Value ($000) $271 Shares 17,941 Est. Cost $15.11 Unrealized
WELLCARE HEALTH PLANS INC 0.1%
Value ($000) $270 Shares 818 Est. Cost $330.07 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $267 Shares 3,500 Est. Cost $54.36 Unrealized +15.6%
ILMN ILLUMINA INC 0.1%
Value ($000) $265 Shares 800 Est. Cost $294.76 Unrealized +2.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $265 Shares 902 Est. Cost $217.12 Unrealized +9.0%
IVOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $264 Shares 1,800 Est. Cost $139.44 Unrealized
SON SONOCO PRODS CO 0.1%
Value ($000) $264 Shares 4,321 Est. Cost $47.55 Unrealized 0.0%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $264 Shares 12,053 Est. Cost $20.06 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $261 Shares 4,956 Est. Cost $44.66 Unrealized +12.1%
ANGLOGOLD ASHANTI LTD 0.1%
Value ($000) $260 Shares 11,647 Est. Cost $22.32 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $260 Shares 1,224 Est. Cost $167.07 Unrealized
FISV FISERV INC 0.1%
Value ($000) $259 Shares 2,240 Est. Cost $102.09 Unrealized +8.1%
BP BP PLC 0.1%
Value ($000) $258 Shares 6,844 Est. Cost $37.70 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $258 Shares 4,200 Est. Cost $57.91 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $257 Shares 10,166 Est. Cost $20.60 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $257 Shares 2,112 Est. Cost $85.75 Unrealized +6.7%
SINCLAIR BROADCAST GROUP INC 0.1%
Value ($000) $256 Shares 7,769 Est. Cost $56.05 Unrealized
FLO FLOWERS FOODS INC 0.1%
Value ($000) $256 Shares 11,933 Est. Cost $17.82 Unrealized -5.4%
MMM 3M CO 0.1%
Value ($000) $256 Shares 1,450 Est. Cost $110.63 Unrealized +1.0%
TPR TAPESTRY INC 0.1%
Value ($000) $253 Shares 9,488 Est. Cost $22.49 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $251 Shares 4,748 Est. Cost $45.85 Unrealized 0.0%
DEO DIAGEO P L C 0.1%
Value ($000) $251 Shares 1,488 Est. Cost $163.64 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $250 Shares 2,854 Est. Cost $85.82 Unrealized +9.6%
TGNA TEGNA INC 0.1%
Value ($000) $250 Shares 15,184 Est. Cost $15.56 Unrealized 0.0%
CVI CVR ENERGY INC 0.1%
Value ($000) $249 Shares 6,240 Est. Cost $27.73 Unrealized -4.0%
FDN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $249 Shares 1,789 Est. Cost $139.18 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $248 Shares 724 Est. Cost $317.67 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $248 Shares 3,637 Est. Cost $53.36 Unrealized +8.5%
FTEC FIDELITY COVINGTON TR 0.1%
Value ($000) $247 Shares 3,414 Est. Cost $60.41 Unrealized
ARGX ARGENX SE 0.1%
Value ($000) $247 Shares 1,536 Est. Cost $160.81 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $245 Shares 16,416 Est. Cost $10.97 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $245 Shares 10,731 Est. Cost $16.72 Unrealized +3.0%
ABBV ABBVIE INC 0.1%
Value ($000) $245 Shares 2,766 Est. Cost $52.58 Unrealized +22.9%
GRMN GARMIN LTD 0.1%
Value ($000) $242 Shares 2,489 Est. Cost $81.16 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $242 Shares 4,181 Est. Cost $57.88 Unrealized
XAR SPDR SERIES TRUST 0.1%
Value ($000) $241 Shares 2,212 Est. Cost $106.97 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOG 0.1%
Value ($000) $241 Shares 16,289 Est. Cost $8.91 Unrealized +8.7%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $240 Shares 1,567 Est. Cost $153.16 Unrealized
FNB FNB CORP PA 0.1%
Value ($000) $236 Shares 18,806 Est. Cost $8.75 Unrealized +9.6%
WRB BERKLEY W R CORP 0.1%
Value ($000) $236 Shares 3,419 Est. Cost $26.99 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $234 Shares 279 Est. Cost $15.95 Unrealized +0.6%
O REALTY INCOME CORP 0.1%
Value ($000) $233 Shares 3,167 Est. Cost $51.29 Unrealized +7.1%
BAX BAXTER INTL INC 0.1%
Value ($000) $233 Shares 2,791 Est. Cost $73.38 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $232 Shares 1,264 Est. Cost $162.05 Unrealized 0.0%
PACWEST BANCORP DEL 0.1%
Value ($000) $232 Shares 6,135 Est. Cost $47.06 Unrealized
ARCONIC INC 0.1%
Value ($000) $230 Shares 7,481 Est. Cost $25.99 Unrealized
AADR ADVISORSHARES TR 0.1%
Value ($000) $229 Shares 3,963 Est. Cost $57.78 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $229 Shares 1,537 Est. Cost $137.33 Unrealized 0.0%
VTR VENTAS INC 0.1%
Value ($000) $228 Shares 3,942 Est. Cost $54.96 Unrealized -10.6%
GFI GOLD FIELDS LTD NEW 0.1%
Value ($000) $228 Shares 34,474 Est. Cost $4.95 Unrealized
CABO CABLE ONE INC 0.1%
Value ($000) $228 Shares 153 Est. Cost $1309.19 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $225 Shares 1,466 Est. Cost $121.79 Unrealized +1.0%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $224 Shares 3,228 Est. Cost $50.37 Unrealized 0.0%
LEG LEGGETT &PLATT INC 0.1%
Value ($000) $224 Shares 4,419 Est. Cost $39.24 Unrealized +24.9%
C CITIGROUP INC 0.1%
Value ($000) $223 Shares 2,479 Est. Cost $59.26 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value ($000) $222 Shares 381 Est. Cost $478.55 Unrealized +4.8%
COLD AMERICOLD RLTY TR 0.1%
Value ($000) $222 Shares 6,335 Est. Cost $35.04 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $222 Shares 2,572 Est. Cost $86.79 Unrealized +0.7%
HD HOME DEPOT INC 0.1%
Value ($000) $221 Shares 1,010 Est. Cost $187.08 Unrealized +4.2%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $218 Shares 949 Est. Cost $183.82 Unrealized 0.0%
BKLN INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $218 Shares 9,547 Est. Cost $22.59 Unrealized
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $218 Shares 3,518 Est. Cost $55.04 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $216 Shares 683 Est. Cost $24.02 Unrealized +7.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $216 Shares 1,573 Est. Cost $109.72 Unrealized -0.9%
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $215 Shares 1,610 Est. Cost $112.81 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $215 Shares 3,878 Est. Cost $43.96 Unrealized +1.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $215 Shares 5,406 Est. Cost $24.85 Unrealized 0.0%
SNX SYNNEX CORP 0.1%
Value ($000) $214 Shares 1,659 Est. Cost $56.34 Unrealized 0.0%
EXPO EXPONENT INC 0.1%
Value ($000) $213 Shares 3,095 Est. Cost $61.68 Unrealized 0.0%
TTEK TETRA TECH INC NEW 0.1%
Value ($000) $212 Shares 2,464 Est. Cost $17.32 Unrealized 0.0%
POWI POWER INTEGRATIONS INC 0.1%
Value ($000) $212 Shares 2,145 Est. Cost $43.28 Unrealized 0.0%
BAC BANK AMER CORP 0.1%
Value ($000) $210 Shares 5,973 Est. Cost $27.79 Unrealized 0.0%
AQN ALGONQUIN PWR UTILS CORP 0.1%
Value ($000) $207 Shares 14,653 Est. Cost $10.14 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $207 Shares 1,043 Est. Cost $182.36 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $207 Shares 2,910 Est. Cost $71.13 Unrealized
ENSG ENSIGN GROUP INC 0.1%
Value ($000) $206 Shares 4,534 Est. Cost $41.50 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $205 Shares 1,159 Est. Cost $139.31 Unrealized +3.3%
GOL LINHAS AEREAS INTLG S A 0.1%
Value ($000) $205 Shares 11,347 Est. Cost $15.54 Unrealized
ARVN ARVINAS INC 0.1%
Value ($000) $205 Shares 5,000 Est. Cost $29.28 Unrealized 0.0%
VXUS VANGUARD STAR FD 0.1%
Value ($000) $205 Shares 3,688 Est. Cost $55.59 Unrealized
LINDE PLC 0.1%
Value ($000) $204 Shares 960 Est. Cost $212.50 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $204 Shares 1,600 Est. Cost $104.72 Unrealized 0.0%
QTS RLTY TR INC 0.1%
Value ($000) $202 Shares 3,721 Est. Cost $54.29 Unrealized
CNS COHEN &STEERS INC 0.1%
Value ($000) $202 Shares 3,222 Est. Cost $50.47 Unrealized 0.0%
OZK BANK OZK 0.1%
Value ($000) $202 Shares 6,613 Est. Cost $23.29 Unrealized 0.0%
TAL TAL EDUCATION GROUP 0.1%
Value ($000) $201 Shares 4,179 Est. Cost $48.10 Unrealized
SIBANYE STILLWATER 0.1%
Value ($000) $180 Shares 18,173 Est. Cost $9.90 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $162 Shares 10,901 Est. Cost $18.43 Unrealized
BRF SA 0.0%
Value ($000) $134 Shares 15,375 Est. Cost $9.16 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $125 Shares 37,912 Est. Cost $2.65 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $122 Shares 10,950 Est. Cost $8.95 Unrealized
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $110 Shares 32,000 Est. Cost $2.52 Unrealized 0.0%
ABEV AMBEV SA 0.0%
Value ($000) $73 Shares 15,670 Est. Cost $4.63 Unrealized
EDAP EDAP TMS S A 0.0%
Value ($000) $66 Shares 15,000 Est. Cost $4.49 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $62 Shares 11,104 Est. Cost $5.18 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $57 Shares 13,830 Est. Cost $4.03 Unrealized
ENCANA CORP 0.0%
Value ($000) $50 Shares 10,638 Est. Cost $4.57 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $50 Shares 23,122 Est. Cost $4.23 Unrealized
VERASTEM INC 0.0%
Value ($000) $40 Shares 30,000 Est. Cost $1.29 Unrealized
NIO NIO INC 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $1.60 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $38 Shares 14,130 Est. Cost $2.12 Unrealized
AVEO PHARMACEUTICALS INC 0.0%
Value ($000) $34 Shares 53,900 Est. Cost $0.63 Unrealized
BELLICUM PHARMACEUTICALS INC 0.0%
Value ($000) $32 Shares 24,500 Est. Cost $1.31 Unrealized
NABRIVA THERAPEUTICS PLC 0.0%
Value ($000) $26 Shares 20,000 Est. Cost $2.11 Unrealized
AILERON THERAPEUTICS INC 0.0%
Value ($000) $21 Shares 37,000 Est. Cost $0.57 Unrealized