PERSONAL CFO SOLUTIONS, LLC Diversified Active

CIK: 0001677501 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 30, 2020

Total Value ($000): $278,438 (100.0% shares, 0.0% debt)

Holdings (275)

PJAN INNOVATOR ETFS TR 6.0%
Value ($000) $16,739 Shares 667,974 Est. Cost $25.06 Unrealized
CB CHUBB LIMITED 5.9%
Value ($000) $16,339 Shares 146,291 Est. Cost $139.33 Unrealized -6.4%
ITT ITT INC 5.3%
Value ($000) $14,811 Shares 326,511 Est. Cost $65.83 Unrealized -5.8%
SPY SPDR S&P 500 ETF TR 5.1%
Value ($000) $14,228 Shares 55,202 Est. Cost $297.29 Unrealized
BA BOEING CO 3.3%
Value ($000) $9,231 Shares 61,898 Est. Cost $351.04 Unrealized -22.3%
SHY ISHARES TR 2.3%
Value ($000) $6,347 Shares 73,229 Est. Cost $86.37 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $4,781 Shares 18,802 Est. Cost $62.02 Unrealized +14.6%
MSFT MICROSOFT CORP 1.7%
Value ($000) $4,764 Shares 30,207 Est. Cost $133.35 Unrealized +17.2%
MNA INDEXIQ ETF TR 1.5%
Value ($000) $4,273 Shares 141,759 Est. Cost $32.10 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $3,697 Shares 59,299 Est. Cost $62.35 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $3,634 Shares 67,642 Est. Cost $40.52 Unrealized +1.2%
HDG PROSHARES TR 1.3%
Value ($000) $3,526 Shares 82,899 Est. Cost $45.37 Unrealized
IGIB ISHARES TR 1.3%
Value ($000) $3,511 Shares 63,929 Est. Cost $56.74 Unrealized
FHLC FIDELITY COVINGTON TR 1.2%
Value ($000) $3,463 Shares 80,571 Est. Cost $43.37 Unrealized
GOOG ALPHABET INC 1.2%
Value ($000) $3,354 Shares 2,884 Est. Cost $58.82 Unrealized +14.5%
MRK MERCK & CO. INC 1.2%
Value ($000) $3,324 Shares 43,201 Est. Cost $65.65 Unrealized -0.8%
SCHO SCHWAB STRATEGIC TR 1.1%
Value ($000) $3,178 Shares 61,428 Est. Cost $51.74 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 1.1%
Value ($000) $3,137 Shares 112,916 Est. Cost $27.89 Unrealized 0.0%
GOOGL ALPHABET INC 1.1%
Value ($000) $3,093 Shares 2,662 Est. Cost $58.89 Unrealized +14.2%
IVV ISHARES TR 1.1%
Value ($000) $2,953 Shares 11,427 Est. Cost $296.58 Unrealized
IJAN INNOVATOR ETFS TR 1.0%
Value ($000) $2,818 Shares 132,664 Est. Cost $21.24 Unrealized
SPTS SPDR SER TR 1.0%
Value ($000) $2,815 Shares 91,627 Est. Cost $30.72 Unrealized
KJAN INNOVATOR ETFS TR 1.0%
Value ($000) $2,648 Shares 122,471 Est. Cost $21.62 Unrealized
FTEC FIDELITY COVINGTON TR 0.9%
Value ($000) $2,643 Shares 42,153 Est. Cost $62.51 Unrealized
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $2,633 Shares 37,220 Est. Cost $90.10 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $2,542 Shares 1,304 Est. Cost $89.37 Unrealized +8.3%
FNCL FIDELITY COVINGTON TR 0.9%
Value ($000) $2,394 Shares 81,471 Est. Cost $44.42 Unrealized
META FACEBOOK INC 0.8%
Value ($000) $2,300 Shares 13,791 Est. Cost $189.19 Unrealized +2.8%
IWD ISHARES TR 0.7%
Value ($000) $2,067 Shares 20,843 Est. Cost $112.23 Unrealized
NJAN INNOVATOR ETFS TR 0.7%
Value ($000) $2,058 Shares 62,401 Est. Cost $32.98 Unrealized
GLD SPDR GOLD TRUST 0.7%
Value ($000) $2,039 Shares 13,775 Est. Cost $148.02 Unrealized
DBEF DBX ETF TR 0.7%
Value ($000) $1,976 Shares 73,720 Est. Cost $33.26 Unrealized
BFEB INNOVATOR ETFS TR 0.7%
Value ($000) $1,901 Shares 90,975 Est. Cost $20.90 Unrealized
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $1,834 Shares 11,232 Est. Cost $176.52 Unrealized +0.3%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,781 Shares 9,353 Est. Cost $213.66 Unrealized
ADBE ADOBE INC 0.6%
Value ($000) $1,715 Shares 5,389 Est. Cost $292.52 Unrealized +16.9%
FREL FIDELITY COVINGTON TR 0.6%
Value ($000) $1,656 Shares 79,618 Est. Cost $20.80 Unrealized
V VISA INC 0.6%
Value ($000) $1,593 Shares 9,886 Est. Cost $170.31 Unrealized +6.1%
ABT ABBOTT LABS 0.6%
Value ($000) $1,586 Shares 20,096 Est. Cost $75.31 Unrealized +0.0%
MCK MCKESSON CORP 0.6%
Value ($000) $1,571 Shares 11,612 Est. Cost $135.60 Unrealized +3.9%
JNK SPDR SER TR 0.6%
Value ($000) $1,563 Shares 16,501 Est. Cost $105.28 Unrealized
T AT&T INC 0.5%
Value ($000) $1,482 Shares 50,854 Est. Cost $17.34 Unrealized +4.8%
VTEB VANGUARD MUN BD FD INC 0.5%
Value ($000) $1,481 Shares 28,000 Est. Cost $53.61 Unrealized
FDVV FIDELITY COVINGTON TR 0.5%
Value ($000) $1,473 Shares 64,300 Est. Cost $31.35 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $1,382 Shares 8,371 Est. Cost $176.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,324 Shares 7,242 Est. Cost $216.36 Unrealized -1.8%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $1,313 Shares 7,291 Est. Cost $180.66 Unrealized +0.7%
HYG ISHARES TR 0.5%
Value ($000) $1,255 Shares 16,283 Est. Cost $87.43 Unrealized
MA MASTERCARD INC 0.4%
Value ($000) $1,238 Shares 5,126 Est. Cost $266.10 Unrealized +8.2%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,235 Shares 9,333 Est. Cost $158.19 Unrealized -8.4%
ICF ISHARES TR 0.4%
Value ($000) $1,193 Shares 13,028 Est. Cost $107.66 Unrealized
EFG ISHARES TR 0.4%
Value ($000) $1,166 Shares 16,393 Est. Cost $71.13 Unrealized
ZTS ZOETIS INC 0.4%
Value ($000) $1,122 Shares 9,533 Est. Cost $114.57 Unrealized +9.4%
XSLV INVESCO EXCHANGE-TRADED FD T 0.4%
Value ($000) $1,119 Shares 33,761 Est. Cost $49.70 Unrealized
FLRN SPDR SER TR 0.4%
Value ($000) $1,096 Shares 37,285 Est. Cost $30.74 Unrealized
ASML ASML HOLDING N V 0.4%
Value ($000) $1,091 Shares 4,169 Est. Cost $248.36 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $1,077 Shares 22,531 Est. Cost $46.49 Unrealized
IWB ISHARES TR 0.4%
Value ($000) $1,075 Shares 7,598 Est. Cost $141.48 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,037 Shares 10,772 Est. Cost $118.16 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,012 Shares 7,718 Est. Cost $110.25 Unrealized +9.0%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,001 Shares 17,961 Est. Cost $36.77 Unrealized +32.1%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $999 Shares 13,369 Est. Cost $51.43 Unrealized +6.8%
PMAR INNOVATOR ETFS TR 0.4%
Value ($000) $978 Shares 40,670 Est. Cost $24.05 Unrealized
CRM SALESFORCE COM INC 0.3%
Value ($000) $961 Shares 6,672 Est. Cost $160.21 Unrealized +5.7%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $954 Shares 9,963 Est. Cost $109.92 Unrealized +0.2%
CANADIAN PAC RY LTD 0.3%
Value ($000) $949 Shares 4,321 Est. Cost $254.46 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $941 Shares 17,373 Est. Cost $47.38 Unrealized +6.5%
DON WISDOMTREE TR 0.3%
Value ($000) $937 Shares 38,765 Est. Cost $37.17 Unrealized
USHY ISHARES TR 0.3%
Value ($000) $918 Shares 25,873 Est. Cost $35.48 Unrealized
NKE NIKE INC 0.3%
Value ($000) $902 Shares 10,901 Est. Cost $78.77 Unrealized +9.1%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $901 Shares 8,125 Est. Cost $102.39 Unrealized -4.0%
EFA ISHARES TR 0.3%
Value ($000) $891 Shares 16,666 Est. Cost $61.43 Unrealized
HYLB DBX ETF TR 0.3%
Value ($000) $856 Shares 19,420 Est. Cost $46.83 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $854 Shares 22,494 Est. Cost $50.68 Unrealized -17.0%
NOW SERVICENOW INC 0.3%
Value ($000) $840 Shares 2,931 Est. Cost $55.76 Unrealized +12.1%
AADR ADVISORSHARES TR 0.3%
Value ($000) $835 Shares 20,711 Est. Cost $43.66 Unrealized
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $833 Shares 1,705 Est. Cost $302.58 Unrealized +35.6%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $824 Shares 11,794 Est. Cost $91.51 Unrealized
BMAR INNOVATOR ETFS TR 0.3%
Value ($000) $821 Shares 34,809 Est. Cost $23.59 Unrealized
RMD RESMED INC 0.3%
Value ($000) $820 Shares 5,569 Est. Cost $124.54 Unrealized +21.7%
DVA DAVITA INC 0.3%
Value ($000) $770 Shares 10,130 Est. Cost $69.30 Unrealized +13.4%
IJH ISHARES TR 0.3%
Value ($000) $760 Shares 5,285 Est. Cost $176.04 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.3%
Value ($000) $748 Shares 17,700 Est. Cost $42.45 Unrealized -2.9%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $739 Shares 4,891 Est. Cost $132.79 Unrealized +7.2%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $731 Shares 5,348 Est. Cost $145.09 Unrealized -2.2%
REGL PROSHARES TR 0.3%
Value ($000) $720 Shares 16,000 Est. Cost $59.00 Unrealized
IWO ISHARES TR 0.3%
Value ($000) $713 Shares 4,509 Est. Cost $158.13 Unrealized
SHOP SHOPIFY INC 0.3%
Value ($000) $713 Shares 1,711 Est. Cost $33.82 Unrealized +33.3%
SNN SMITH & NEPHEW GROUP PLC 0.3%
Value ($000) $709 Shares 19,771 Est. Cost $46.75 Unrealized
VV VANGUARD INDEX FDS 0.3%
Value ($000) $706 Shares 5,961 Est. Cost $136.06 Unrealized
MELI MERCADOLIBRE INC 0.3%
Value ($000) $699 Shares 1,432 Est. Cost $612.80 Unrealized +0.6%
BIIB BIOGEN INC 0.2%
Value ($000) $694 Shares 2,192 Est. Cost $277.79 Unrealized +9.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $687 Shares 17,472 Est. Cost $38.98 Unrealized -5.9%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $676 Shares 14,105 Est. Cost $39.71 Unrealized +11.5%
EJAN INNOVATOR ETFS TR 0.2%
Value ($000) $674 Shares 29,515 Est. Cost $22.84 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $664 Shares 4,255 Est. Cost $177.15 Unrealized +3.6%
IJR ISHARES TR 0.2%
Value ($000) $656 Shares 11,698 Est. Cost $78.06 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $637 Shares 7,873 Est. Cost $71.32 Unrealized +1.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $630 Shares 7,001 Est. Cost $95.08 Unrealized +9.0%
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $617 Shares 894 Est. Cost $734.27 Unrealized +1.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $609 Shares 8,409 Est. Cost $91.51 Unrealized -16.9%
PNOV INNOVATOR ETFS TR 0.2%
Value ($000) $609 Shares 26,002 Est. Cost $26.22 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $589 Shares 5,355 Est. Cost $103.66 Unrealized +0.2%
HDB HDFC BANK LTD 0.2%
Value ($000) $575 Shares 14,940 Est. Cost $57.05 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $566 Shares 1,958 Est. Cost $217.32 Unrealized +22.9%
FEZ SPDR INDEX SHS FDS 0.2%
Value ($000) $563 Shares 19,087 Est. Cost $37.74 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $555 Shares 2,927 Est. Cost $214.27 Unrealized +4.4%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $552 Shares 16,069 Est. Cost $37.51 Unrealized -3.9%
IWF ISHARES TR 0.2%
Value ($000) $547 Shares 3,629 Est. Cost $162.73 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $546 Shares 8,308 Est. Cost $79.23 Unrealized -10.4%
IBUY AMPLIFY ETF TR 0.2%
Value ($000) $542 Shares 13,049 Est. Cost $51.34 Unrealized
VIACOMCBS INC 0.2%
Value ($000) $520 Shares 37,089 Est. Cost $30.33 Unrealized
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $517 Shares 5,845 Est. Cost $71.20 Unrealized +4.8%
HSCZ ISHARES TR 0.2%
Value ($000) $512 Shares 22,387 Est. Cost $30.01 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $508 Shares 9,247 Est. Cost $62.85 Unrealized -9.1%
PAUG INNOVATOR ETFS TR 0.2%
Value ($000) $507 Shares 22,012 Est. Cost $25.17 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $502 Shares 9,269 Est. Cost $47.44 Unrealized +10.3%
BJAN INNOVATOR ETFS TR 0.2%
Value ($000) $500 Shares 20,255 Est. Cost $24.69 Unrealized
ICLR ICON PLC 0.2%
Value ($000) $500 Shares 3,677 Est. Cost $153.59 Unrealized +4.2%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $497 Shares 3,403 Est. Cost $161.77 Unrealized +1.2%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $488 Shares 5,933 Est. Cost $80.79 Unrealized
RACE FERRARI N V 0.2%
Value ($000) $479 Shares 3,142 Est. Cost $161.23 Unrealized 0.0%
IT GARTNER INC 0.2%
Value ($000) $478 Shares 4,804 Est. Cost $145.37 Unrealized -5.8%
EBAY EBAY INC 0.2%
Value ($000) $466 Shares 15,494 Est. Cost $32.64 Unrealized -3.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $465 Shares 10,357 Est. Cost $46.03 Unrealized -4.1%
ALC ALCON INC 0.2%
Value ($000) $463 Shares 9,108 Est. Cost $59.08 Unrealized -4.1%
HPQ HP INC 0.2%
Value ($000) $463 Shares 26,698 Est. Cost $15.54 Unrealized +6.1%
SJNK SPDR SER TR 0.2%
Value ($000) $459 Shares 19,480 Est. Cost $26.22 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $458 Shares 10,573 Est. Cost $53.58 Unrealized
IGV ISHARES TR 0.2%
Value ($000) $458 Shares 2,180 Est. Cost $212.02 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $457 Shares 2,629 Est. Cost $249.35 Unrealized -4.0%
IWS ISHARES TR 0.2%
Value ($000) $455 Shares 7,103 Est. Cost $64.06 Unrealized
CNA CNA FINL CORP 0.2%
Value ($000) $450 Shares 14,497 Est. Cost $30.30 Unrealized -8.6%
NFLX NETFLIX INC 0.2%
Value ($000) $449 Shares 1,196 Est. Cost $31.73 Unrealized +11.5%
ABBV ABBVIE INC 0.2%
Value ($000) $442 Shares 5,801 Est. Cost $60.23 Unrealized +11.6%
HYS PIMCO ETF TR 0.2%
Value ($000) $426 Shares 4,965 Est. Cost $93.67 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $420 Shares 12,868 Est. Cost $26.88 Unrealized -3.9%
PAPR INNOVATOR ETFS TR 0.2%
Value ($000) $419 Shares 17,353 Est. Cost $24.15 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $408 Shares 12,173 Est. Cost $40.25 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $402 Shares 2,164 Est. Cost $191.51 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $398 Shares 3,479 Est. Cost $147.35 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $386 Shares 8,764 Est. Cost $43.07 Unrealized
HESS CORP 0.1%
Value ($000) $377 Shares 11,312 Est. Cost $46.68 Unrealized
OSI ETF TR 0.1%
Value ($000) $376 Shares 12,953 Est. Cost $34.74 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $368 Shares 1,971 Est. Cost $188.57 Unrealized +0.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $364 Shares 12,691 Est. Cost $40.59 Unrealized -9.8%
LINDE PLC 0.1%
Value ($000) $358 Shares 2,071 Est. Cost $191.24 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $357 Shares 8,823 Est. Cost $48.95 Unrealized
EZU ISHARES INC 0.1%
Value ($000) $354 Shares 11,654 Est. Cost $39.27 Unrealized
GLPG GALAPAGOS NV 0.1%
Value ($000) $354 Shares 1,808 Est. Cost $157.61 Unrealized
SMLV SPDR SER TR 0.1%
Value ($000) $350 Shares 5,300 Est. Cost $95.14 Unrealized
NVS NOVARTIS A G 0.1%
Value ($000) $346 Shares 4,200 Est. Cost $85.67 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $343 Shares 1,449 Est. Cost $272.35 Unrealized
ARDX ARDELYX INC 0.1%
Value ($000) $341 Shares 60,000 Est. Cost $6.08 Unrealized +11.9%
CMI CUMMINS INC 0.1%
Value ($000) $340 Shares 2,511 Est. Cost $142.34 Unrealized -5.4%
IEFA ISHARES TR 0.1%
Value ($000) $338 Shares 6,776 Est. Cost $58.07 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $334 Shares 2,159 Est. Cost $179.82 Unrealized +2.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $330 Shares 1,325 Est. Cost $227.53 Unrealized +9.8%
NRG NRG ENERGY INC 0.1%
Value ($000) $329 Shares 12,068 Est. Cost $31.21 Unrealized -7.5%
AMGN AMGEN INC 0.1%
Value ($000) $328 Shares 1,616 Est. Cost $182.69 Unrealized -0.2%
ILMN ILLUMINA INC 0.1%
Value ($000) $320 Shares 1,172 Est. Cost $289.96 Unrealized -3.6%
NVDA NVIDIA CORP 0.1%
Value ($000) $319 Shares 1,208 Est. Cost $6.28 Unrealized 0.0%
RL RALPH LAUREN CORP 0.1%
Value ($000) $319 Shares 4,773 Est. Cost $87.38 Unrealized +7.6%
IGPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $318 Shares 3,705 Est. Cost $93.05 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $316 Shares 3,446 Est. Cost $94.20 Unrealized +0.0%
IP INTL PAPER CO 0.1%
Value ($000) $311 Shares 9,990 Est. Cost $29.88 Unrealized -4.6%
SAP SAP SE 0.1%
Value ($000) $310 Shares 2,802 Est. Cost $117.83 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $306 Shares 1,011 Est. Cost $317.06 Unrealized -0.5%
KINIKSA PHARMACEUTICALS LTD 0.1%
Value ($000) $305 Shares 19,700 Est. Cost $15.48 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $304 Shares 2,376 Est. Cost $110.52 Unrealized +1.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $303 Shares 3,355 Est. Cost $90.18 Unrealized 0.0%
XYL XYLEM INC 0.1%
Value ($000) $302 Shares 4,632 Est. Cost $72.93 Unrealized +0.7%
URI UNITED RENTALS INC 0.1%
Value ($000) $300 Shares 2,919 Est. Cost $140.67 Unrealized -8.7%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $300 Shares 23,000 Est. Cost $15.91 Unrealized
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $294 Shares 26,591 Est. Cost $13.86 Unrealized -11.5%
BP BP PLC 0.1%
Value ($000) $289 Shares 11,867 Est. Cost $32.05 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $289 Shares 2,003 Est. Cost $104.76 Unrealized +9.7%
KO COCA COLA CO 0.1%
Value ($000) $289 Shares 6,523 Est. Cost $44.38 Unrealized +1.4%
CHE CHEMED CORP NEW 0.1%
Value ($000) $288 Shares 665 Est. Cost $403.92 Unrealized +8.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $284 Shares 2,126 Est. Cost $138.06 Unrealized -1.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $280 Shares 6,112 Est. Cost $54.36 Unrealized 0.0%
NICE NICE LTD 0.1%
Value ($000) $279 Shares 1,945 Est. Cost $144.04 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $273 Shares 438 Est. Cost $486.04 Unrealized +10.3%
FBND FIDELITY 0.1%
Value ($000) $266 Shares 5,132 Est. Cost $51.83 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $266 Shares 14,752 Est. Cost $27.70 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $266 Shares 12,509 Est. Cost $26.81 Unrealized -3.3%
POOL POOL CORPORATION 0.1%
Value ($000) $265 Shares 1,349 Est. Cost $181.91 Unrealized +9.5%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $265 Shares 608 Est. Cost $461.40 Unrealized +6.0%
MMM 3M CO 0.1%
Value ($000) $264 Shares 1,931 Est. Cost $109.46 Unrealized -3.2%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $264 Shares 5,662 Est. Cost $59.26 Unrealized -12.4%
HRB BLOCK H & R INC 0.1%
Value ($000) $262 Shares 18,637 Est. Cost $18.91 Unrealized -11.9%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $260 Shares 7,295 Est. Cost $48.23 Unrealized -4.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $255 Shares 1,545 Est. Cost $171.84 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $254 Shares 1,306 Est. Cost $168.79 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $254 Shares 2,204 Est. Cost $153.75 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $252 Shares 11,292 Est. Cost $31.12 Unrealized +16.8%
OEF ISHARES TR 0.1%
Value ($000) $250 Shares 2,107 Est. Cost $132.40 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $246 Shares 11,996 Est. Cost $30.49 Unrealized -12.7%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $246 Shares 8,630 Est. Cost $55.35 Unrealized -13.2%
XRX XEROX HOLDINGS CORP 0.1%
Value ($000) $245 Shares 12,910 Est. Cost $31.33 Unrealized +1.4%
F FORD MTR CO DEL 0.1%
Value ($000) $245 Shares 50,672 Est. Cost $6.68 Unrealized -15.4%
BWA BORGWARNER INC 0.1%
Value ($000) $244 Shares 10,019 Est. Cost $33.34 Unrealized -20.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $242 Shares 4,581 Est. Cost $43.38 Unrealized -0.2%
EXPO EXPONENT INC 0.1%
Value ($000) $241 Shares 3,346 Est. Cost $62.15 Unrealized +9.4%
WELL WELLTOWER INC 0.1%
Value ($000) $240 Shares 5,250 Est. Cost $69.33 Unrealized -10.8%
ALLE ALLEGION PLC 0.1%
Value ($000) $239 Shares 2,597 Est. Cost $99.81 Unrealized +11.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $236 Shares 6,102 Est. Cost $27.60 Unrealized -0.1%
WMT WALMART INC 0.1%
Value ($000) $236 Shares 2,074 Est. Cost $35.37 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $236 Shares 12,484 Est. Cost $34.88 Unrealized -13.2%
QTS RLTY TR INC 0.1%
Value ($000) $232 Shares 4,002 Est. Cost $54.55 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $232 Shares 813 Est. Cost $277.78 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $232 Shares 4,124 Est. Cost $115.73 Unrealized -17.9%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $231 Shares 2,591 Est. Cost $88.00 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $231 Shares 1,062 Est. Cost $185.25 Unrealized +6.5%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $228 Shares 6,846 Est. Cost $41.07 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $226 Shares 2,706 Est. Cost $92.64 Unrealized +2.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $226 Shares 2,638 Est. Cost $109.94 Unrealized -2.1%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $225 Shares 3,736 Est. Cost $57.88 Unrealized
TAL TAL EDUCATION GROUP 0.1%
Value ($000) $225 Shares 4,233 Est. Cost $48.16 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $224 Shares 5,183 Est. Cost $55.98 Unrealized
EWU ISHARES TR 0.1%
Value ($000) $223 Shares 9,325 Est. Cost $32.01 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $222 Shares 2,549 Est. Cost $87.09 Unrealized
MDYG SPDR SER TR 0.1%
Value ($000) $218 Shares 5,093 Est. Cost $53.78 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $218 Shares 1,658 Est. Cost $167.80 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $218 Shares 1,258 Est. Cost $138.67 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $216 Shares 15,546 Est. Cost $13.37 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $215 Shares 878 Est. Cost $261.18 Unrealized 0.0%
COLD AMERICOLD RLTY TR 0.1%
Value ($000) $214 Shares 6,290 Est. Cost $35.04 Unrealized
GEN NORTONLIFELOCK INC 0.1%
Value ($000) $214 Shares 11,433 Est. Cost $15.63 Unrealized 0.0%
ENVIVA PARTNERS LP 0.1%
Value ($000) $214 Shares 8,000 Est. Cost $32.00 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $212 Shares 3,863 Est. Cost $106.50 Unrealized -19.2%
ZTO ZTO EXPRESS CAYMAN INC 0.1%
Value ($000) $212 Shares 7,988 Est. Cost $26.54 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.1%
Value ($000) $211 Shares 15,735 Est. Cost $10.18 Unrealized +5.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $211 Shares 4,206 Est. Cost $46.70 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $207 Shares 2,162 Est. Cost $83.15 Unrealized 0.0%
CITRIX SYS INC 0.1%
Value ($000) $207 Shares 1,461 Est. Cost $141.68 Unrealized
POWI POWER INTEGRATIONS INC 0.1%
Value ($000) $205 Shares 2,321 Est. Cost $43.44 Unrealized +4.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $204 Shares 2,794 Est. Cost $58.56 Unrealized +3.7%
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $204 Shares 2,485 Est. Cost $54.80 Unrealized 0.0%
FMC F M C CORP 0.1%
Value ($000) $202 Shares 2,474 Est. Cost $77.92 Unrealized 0.0%
PDEC INNOVATOR ETFS TR 0.1%
Value ($000) $202 Shares 8,493 Est. Cost $26.74 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $201 Shares 1,453 Est. Cost $121.79 Unrealized +7.8%
ANGLOGOLD ASHANTI LTD 0.1%
Value ($000) $195 Shares 11,708 Est. Cost $22.32 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $191 Shares 10,554 Est. Cost $20.06 Unrealized
GFI GOLD FIELDS LTD NEW 0.1%
Value ($000) $184 Shares 38,709 Est. Cost $4.93 Unrealized
AES AES CORP 0.1%
Value ($000) $184 Shares 13,556 Est. Cost $12.88 Unrealized +12.4%
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $181 Shares 14,000 Est. Cost $18.33 Unrealized
CERS CERUS CORP 0.1%
Value ($000) $177 Shares 38,138 Est. Cost $4.53 Unrealized 0.0%
BCRX BIOCRYST PHARMACEUTICALS INC 0.1%
Value ($000) $174 Shares 87,078 Est. Cost $2.67 Unrealized +3.3%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $169 Shares 11,799 Est. Cost $27.58 Unrealized
COSAN LTD 0.1%
Value ($000) $164 Shares 13,354 Est. Cost $14.86 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $160 Shares 10,959 Est. Cost $50.04 Unrealized -25.1%
IBN ICICI BANK LIMITED 0.1%
Value ($000) $141 Shares 16,626 Est. Cost $15.11 Unrealized
NVRI HARSCO CORP 0.0%
Value ($000) $139 Shares 20,000 Est. Cost $13.65 Unrealized 0.0%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $128 Shares 27,722 Est. Cost $8.75 Unrealized
DBV TECHNOLOGIES S A 0.0%
Value ($000) $108 Shares 27,588 Est. Cost $3.91 Unrealized
MOBILE TELESYSTEMS PJSC 0.0%
Value ($000) $108 Shares 14,259 Est. Cost $7.57 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $105 Shares 22,272 Est. Cost $4.71 Unrealized
EDAP EDAP TMS S A 0.0%
Value ($000) $103 Shares 45,500 Est. Cost $3.00 Unrealized
LEAP THERAPEUTICS INC 0.0%
Value ($000) $101 Shares 64,165 Est. Cost $1.57 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $100 Shares 12,645 Est. Cost $8.81 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $80 Shares 10,177 Est. Cost $18.43 Unrealized
VERASTEM INC 0.0%
Value ($000) $79 Shares 30,000 Est. Cost $1.29 Unrealized
VEREIT INC 0.0%
Value ($000) $51 Shares 10,356 Est. Cost $4.92 Unrealized
UNITED STATES OIL FUND LP 0.0%
Value ($000) $51 Shares 12,114 Est. Cost $4.21 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $36 Shares 15,497 Est. Cost $4.63 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $36 Shares 11,916 Est. Cost $5.03 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $28 Shares 11,748 Est. Cost $4.03 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $28 Shares 12,750 Est. Cost $2.12 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $27 Shares 18,070 Est. Cost $2.65 Unrealized
NABRIVA THERAPEUTICS PLC 0.0%
Value ($000) $23 Shares 39,400 Est. Cost $1.36 Unrealized
ADVAXIS INC 0.0%
Value ($000) $15 Shares 28,888 Est. Cost $0.52 Unrealized
TREVENA INC 0.0%
Value ($000) $14 Shares 25,000 Est. Cost $0.56 Unrealized
CITIGROUP GLOBAL MKTS HLDGS 0.0%
Value ($000) $14 Shares 86,440 Est. Cost $0.16 Unrealized
AILERON THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 23,000 Est. Cost $0.57 Unrealized