Newman Dignan & Sheerar, Inc. Diversified Active

CIK: 0001566493 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 28, 2021

Total Value ($000): $296,723 (100.0% shares, 0.0% debt)

Holdings (182)

SCHX Schwab Dow Jones US Large Cap ETF 6.0%
Value ($000) $17,768 Shares 170,899 Est. Cost $18.86 Unrealized
SCHD Schwab Dow Jones US Div Eq ETF 5.9%
Value ($000) $17,367 Shares 229,655 Est. Cost $10.50 Unrealized
AAPL Apple, Inc 3.7%
Value ($000) $11,124 Shares 81,224 Est. Cost $96.02 Unrealized +31.7%
SCHG Schwab Dow Jones US Large Growth ETF 3.3%
Value ($000) $9,833 Shares 67,369 Est. Cost $14.31 Unrealized
SGOL ETFS Phys. Swiss Gold Shares 3.2%
Value ($000) $9,559 Shares 562,652 Est. Cost $16.54 Unrealized
SCHZ Schwab US AGG Bnd ETF 3.2%
Value ($000) $9,412 Shares 172,388 Est. Cost $52.09 Unrealized
MSFT Microsoft Corp 3.1%
Value ($000) $9,109 Shares 33,627 Est. Cost $27.81 Unrealized +780.0%
SCHV Schwab Dow Jones US Large Value ETF 2.9%
Value ($000) $8,606 Shares 125,876 Est. Cost $39.55 Unrealized
GOOGL Alphabet, Inc. Cl A 2.6%
Value ($000) $7,862 Shares 3,220 Est. Cost $40.33 Unrealized +187.4%
SCHM Schwab Dow Jones US Mid-Cap ETF 2.1%
Value ($000) $6,297 Shares 80,449 Est. Cost $43.26 Unrealized
NOBL Proshares S&P 500 Div Aristocrats 2.1%
Value ($000) $6,189 Shares 68,286 Est. Cost $73.16 Unrealized
SCHA Schwab Dow Jones US Sm-Cap ETF 1.7%
Value ($000) $4,943 Shares 47,450 Est. Cost $52.47 Unrealized
JNJ Johnson & Johnson 1.7%
Value ($000) $4,935 Shares 29,954 Est. Cost $114.01 Unrealized +27.1%
MRK Merck & Co Inc 1.4%
Value ($000) $4,116 Shares 52,920 Est. Cost $65.93 Unrealized -2.7%
SDY SPDR S&P Dividend ETF 1.3%
Value ($000) $3,868 Shares 31,632 Est. Cost $74.09 Unrealized
AMZN Amazon.com 1.2%
Value ($000) $3,609 Shares 1,049 Est. Cost $94.48 Unrealized +75.9%
IJR iShares S&P Smallcap 600 Index ETF 1.2%
Value ($000) $3,602 Shares 31,882 Est. Cost $84.26 Unrealized
JPM J P Morgan Chase & Co 1.2%
Value ($000) $3,562 Shares 22,902 Est. Cost $85.44 Unrealized +63.5%
IJH iShares S&P Midcap 400 Index ETF 1.2%
Value ($000) $3,452 Shares 12,845 Est. Cost $128.65 Unrealized
SCHF Schwab FTSE Developed ex-US ETF 1.1%
Value ($000) $3,217 Shares 81,554 Est. Cost $6.35 Unrealized
LOW Lowes Companies 1.1%
Value ($000) $3,183 Shares 16,412 Est. Cost $63.34 Unrealized +183.4%
VOO Vanguard S&P 500 ETF 1.0%
Value ($000) $3,070 Shares 7,801 Est. Cost $277.45 Unrealized
MDT Medtronic plc 1.0%
Value ($000) $3,041 Shares 24,497 Est. Cost $86.23 Unrealized +27.0%
TIPX SPDR Blmbrg Brcly 1-10 Yr TIP 1.0%
Value ($000) $2,936 Shares 138,928 Est. Cost $20.79 Unrealized
VZ Verizon Communications 1.0%
Value ($000) $2,908 Shares 51,898 Est. Cost $40.99 Unrealized +5.9%
GOOG Alphabet, Inc. Cl C 1.0%
Value ($000) $2,872 Shares 1,146 Est. Cost $39.89 Unrealized +196.6%
PG Procter & Gamble Inc 1.0%
Value ($000) $2,867 Shares 21,249 Est. Cost $55.49 Unrealized +117.5%
INTC Intel Corp 0.9%
Value ($000) $2,771 Shares 49,351 Est. Cost $48.79 Unrealized +9.8%
DIS Disney Walt Co 0.9%
Value ($000) $2,734 Shares 15,554 Est. Cost $73.93 Unrealized +137.7%
GLD SPDR Gold Shares 0.9%
Value ($000) $2,726 Shares 16,456 Est. Cost $142.54 Unrealized
AMGN Amgen Inc 0.8%
Value ($000) $2,429 Shares 9,966 Est. Cost $117.32 Unrealized +81.1%
VEU Vanguard FTSE All-World ex-USA ETF 0.8%
Value ($000) $2,379 Shares 37,534 Est. Cost $47.41 Unrealized
HACK- PureFunds ISE Cyber Security ETF 0.8%
Value ($000) $2,293 Shares 4,828 Est. Cost $77.88 Unrealized
BAC Bank Of America 0.8%
Value ($000) $2,283 Shares 55,361 Est. Cost $24.46 Unrealized +49.4%
VNQ Vanguard REIT 0.7%
Value ($000) $2,225 Shares 21,860 Est. Cost $78.67 Unrealized
VUG Vanguard Growth ETF 0.7%
Value ($000) $2,217 Shares 7,730 Est. Cost $80.76 Unrealized
VTV Vanguard Value ETF 0.7%
Value ($000) $2,216 Shares 16,118 Est. Cost $84.95 Unrealized
CVS CVS Health Corporation 0.7%
Value ($000) $2,144 Shares 25,700 Est. Cost $48.23 Unrealized +46.1%
BABA Alibaba Group Hldg Adr 0.7%
Value ($000) $2,134 Shares 9,411 Est. Cost $184.00 Unrealized
UNP Union Pacific Corp 0.7%
Value ($000) $2,069 Shares 9,410 Est. Cost $71.27 Unrealized +181.2%
LHX L3Harris Technologies Inc 0.7%
Value ($000) $2,059 Shares 9,527 Est. Cost $179.21 Unrealized +9.1%
PYPL Paypal Holdings, Inc. 0.7%
Value ($000) $2,057 Shares 7,057 Est. Cost $60.37 Unrealized +336.5%
CSCO Cisco Systems 0.7%
Value ($000) $1,993 Shares 37,595 Est. Cost $20.03 Unrealized +128.8%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $1,968 Shares 4,597 Est. Cost $296.77 Unrealized
BRK/B Berkshire Hathaway B 0.7%
Value ($000) $1,945 Shares 7,000 Est. Cost $148.60 Unrealized +88.0%
NVDA Nvidia Corp 0.6%
Value ($000) $1,900 Shares 2,375 Est. Cost $4.82 Unrealized +231.5%
DHR Danaher Corp 0.6%
Value ($000) $1,843 Shares 6,866 Est. Cost $43.18 Unrealized +402.8%
V Visa, Inc. 0.6%
Value ($000) $1,752 Shares 7,493 Est. Cost $77.98 Unrealized +183.4%
VIG Vanguard Div Appreciation ETF 0.6%
Value ($000) $1,712 Shares 11,061 Est. Cost $101.48 Unrealized
XBI SPDR S&P Biotech ETF 0.5%
Value ($000) $1,587 Shares 11,720 Est. Cost $96.01 Unrealized
HD Home Depot 0.5%
Value ($000) $1,570 Shares 4,922 Est. Cost $194.89 Unrealized +45.6%
IBM International Business Machines 0.5%
Value ($000) $1,458 Shares 9,949 Est. Cost $100.22 Unrealized +13.2%
TMO Thermo Fisher Scientific 0.5%
Value ($000) $1,453 Shares 2,880 Est. Cost $134.68 Unrealized +246.0%
MCD McDonalds Corp 0.5%
Value ($000) $1,430 Shares 6,193 Est. Cost $84.09 Unrealized +148.9%
PWR Quanta Services Inc 0.5%
Value ($000) $1,428 Shares 15,763 Est. Cost $46.03 Unrealized +102.4%
META Facebook Inc Class A 0.5%
Value ($000) $1,426 Shares 4,097 Est. Cost $197.99 Unrealized +60.9%
BMY Bristol Myers Squibb 0.5%
Value ($000) $1,408 Shares 21,073 Est. Cost $40.63 Unrealized +32.6%
TFC Truist Finl Corp 0.5%
Value ($000) $1,392 Shares 25,074 Est. Cost $40.36 Unrealized +16.6%
EMTL SPDR DoubleLine EM ETF 0.5%
Value ($000) $1,391 Shares 27,248 Est. Cost $49.50 Unrealized
CVX ChevronTexaco Corp 0.5%
Value ($000) $1,373 Shares 13,112 Est. Cost $75.70 Unrealized +15.0%
PFE Pfizer Inc 0.4%
Value ($000) $1,328 Shares 33,922 Est. Cost $20.88 Unrealized +48.5%
NKE Nike Inc Class B 0.4%
Value ($000) $1,314 Shares 8,504 Est. Cost $75.42 Unrealized +66.6%
JHSC JH/DFA Small Cap Value ETF 0.4%
Value ($000) $1,273 Shares 36,493 Est. Cost $27.77 Unrealized
FNDE Sch Fundamental EM Lg Co ETF 0.4%
Value ($000) $1,270 Shares 39,393 Est. Cost $32.24 Unrealized
RTX Raytheon Technologies Co 0.4%
Value ($000) $1,244 Shares 14,584 Est. Cost $53.70 Unrealized +41.0%
FISV Fiserv Inc. 0.4%
Value ($000) $1,228 Shares 11,490 Est. Cost $64.08 Unrealized +81.4%
EMR Emerson Electric 0.4%
Value ($000) $1,166 Shares 12,117 Est. Cost $40.02 Unrealized +113.7%
XOM Exxon-Mobil 0.4%
Value ($000) $1,135 Shares 17,988 Est. Cost $52.68 Unrealized -5.0%
CRM Salesforce Com 0.4%
Value ($000) $1,107 Shares 4,531 Est. Cost $149.11 Unrealized +52.7%
GPN Global Payments, Inc. 0.4%
Value ($000) $1,070 Shares 5,708 Est. Cost $166.00 Unrealized +16.2%
PBE Invesco Biotech & Genomics ETF 0.3%
Value ($000) $1,021 Shares 13,201 Est. Cost $57.19 Unrealized
TOTL SPDR Doubleline Ttl Rtrn 0.3%
Value ($000) $1,009 Shares 20,838 Est. Cost $198.92 Unrealized
ADP Automatic Data Processing 0.3%
Value ($000) $973 Shares 4,900 Est. Cost $46.09 Unrealized +282.5%
AVGO Broadcom Limited 0.3%
Value ($000) $947 Shares 1,986 Est. Cost $35.34 Unrealized +19.0%
VSLU Applied Finance Valuation Lg Cap ETF 0.3%
Value ($000) $940 Shares 36,656 Est. Cost $25.64 Unrealized
IVW iShares S&P 500 Barra Gr. Fd. 0.3%
Value ($000) $924 Shares 12,711 Est. Cost $69.75 Unrealized
PANW Palo Alto Networks Inc 0.3%
Value ($000) $915 Shares 2,467 Est. Cost $26.78 Unrealized +121.2%
MA Mastercard Inc 0.3%
Value ($000) $906 Shares 2,482 Est. Cost $131.06 Unrealized +176.4%
NEE NextEra Energy Inc. 0.3%
Value ($000) $875 Shares 11,944 Est. Cost $65.19 Unrealized +2.0%
QCOM Qualcomm Corp 0.3%
Value ($000) $863 Shares 6,037 Est. Cost $129.36 Unrealized -5.6%
XLK SPDR Technology Select Sector 0.3%
Value ($000) $850 Shares 5,757 Est. Cost $69.25 Unrealized
Catchmark Timber Tr 0.3%
Value ($000) $849 Shares 72,587 Est. Cost $8.36 Unrealized
VO Vanguard Mid-Cap ETF 0.3%
Value ($000) $826 Shares 3,479 Est. Cost $186.40 Unrealized
ITW Illinois Tool Works 0.3%
Value ($000) $824 Shares 3,685 Est. Cost $94.83 Unrealized +116.2%
VDC Vanguard Consumer Staples ETF 0.3%
Value ($000) $822 Shares 4,505 Est. Cost $125.71 Unrealized
BX Blackstone Group Lp 0.3%
Value ($000) $812 Shares 8,356 Est. Cost $51.88 Unrealized +47.0%
ROP Roper Technologies, Inc 0.3%
Value ($000) $812 Shares 1,726 Est. Cost $172.44 Unrealized +149.3%
SWK Stanley Works 0.3%
Value ($000) $788 Shares 3,846 Est. Cost $131.16 Unrealized +34.7%
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $781 Shares 12,511 Est. Cost $41.28 Unrealized +32.3%
KLIC Kulicke & Soffa Inds 0.2%
Value ($000) $732 Shares 11,962 Est. Cost $49.93 Unrealized 0.0%
CWI SPDR MSCI Acwi Ex-US 0.2%
Value ($000) $726 Shares 24,051 Est. Cost $32.50 Unrealized
SCHB Schwab Dow Jones US Broad Mkt ETF 0.2%
Value ($000) $722 Shares 6,923 Est. Cost $16.96 Unrealized
VBR Vanguard Small-Cap Value ETF 0.2%
Value ($000) $698 Shares 4,018 Est. Cost $122.08 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $695 Shares 5,995 Est. Cost $32.49 Unrealized +230.2%
ASHR Xtrckr CSI 300 China A Shs 0.2%
Value ($000) $623 Shares 15,369 Est. Cost $38.60 Unrealized
KO Coca Cola 0.2%
Value ($000) $616 Shares 11,387 Est. Cost $29.54 Unrealized +60.0%
TSN Tyson Foods Inc 0.2%
Value ($000) $594 Shares 8,059 Est. Cost $51.88 Unrealized +29.6%
MDY S&P 400 Mid-Cap SPDR ETF 0.2%
Value ($000) $564 Shares 1,148 Est. Cost $130502.24 Unrealized
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $559 Shares 3,787 Est. Cost $78.28 Unrealized
T AT&T Corp 0.2%
Value ($000) $552 Shares 19,182 Est. Cost $15.50 Unrealized +9.6%
CFG Citizens Financial Group 0.2%
Value ($000) $551 Shares 12,018 Est. Cost $26.06 Unrealized +48.8%
TJX TJX Cos Inc 0.2%
Value ($000) $546 Shares 8,105 Est. Cost $39.82 Unrealized +59.9%
WMT Wal-Mart Stores 0.2%
Value ($000) $530 Shares 3,761 Est. Cost $33.19 Unrealized +32.0%
ORCL Oracle Systems 0.2%
Value ($000) $529 Shares 6,795 Est. Cost $52.75 Unrealized +39.5%
STT State Street Boston Corp 0.2%
Value ($000) $515 Shares 6,256 Est. Cost $44.55 Unrealized +62.6%
PEG Public Svc Enterprise 0.2%
Value ($000) $512 Shares 8,575 Est. Cost $41.63 Unrealized +26.9%
CMC Commercial Metals Co 0.2%
Value ($000) $510 Shares 16,613 Est. Cost $23.09 Unrealized +25.7%
UPS UPS Inc 0.2%
Value ($000) $509 Shares 2,446 Est. Cost $141.42 Unrealized +16.1%
AON AON Corp 0.2%
Value ($000) $506 Shares 2,119 Est. Cost $191.78 Unrealized +23.2%
LMT Lockheed Martin Corp 0.2%
Value ($000) $500 Shares 1,321 Est. Cost $149.78 Unrealized +126.0%
ALL Allstate Corp 0.2%
Value ($000) $486 Shares 3,722 Est. Cost $98.39 Unrealized +17.2%
D Dominion Res Inc Va 0.2%
Value ($000) $470 Shares 6,386 Est. Cost $62.04 Unrealized +1.0%
SWKS Skyworks Solutions 0.2%
Value ($000) $462 Shares 2,409 Est. Cost $97.98 Unrealized +59.8%
AMAT Applied Materials 0.2%
Value ($000) $458 Shares 3,217 Est. Cost $25.12 Unrealized +412.9%
STZ Constellation Brands 0.1%
Value ($000) $444 Shares 1,900 Est. Cost $173.41 Unrealized +25.4%
ABBV AbbVie Inc 0.1%
Value ($000) $440 Shares 3,907 Est. Cost $50.41 Unrealized +88.0%
VB Vanguard Small Cap ETF 0.1%
Value ($000) $432 Shares 1,916 Est. Cost $123.18 Unrealized
General Electric 0.1%
Value ($000) $428 Shares 31,796 Est. Cost $11.42 Unrealized
VTIP Vanguard Sht-Term Infl Prot Sec ETF 0.1%
Value ($000) $414 Shares 7,895 Est. Cost $49.15 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $410 Shares 4,987 Est. Cost $81.05 Unrealized
XITK SPDR Sr Innovative Tech 0.1%
Value ($000) $400 Shares 1,767 Est. Cost $178.31 Unrealized
Chase Corp 0.1%
Value ($000) $389 Shares 3,790 Est. Cost $95.51 Unrealized
DD Du Pont E I De Nemours 0.1%
Value ($000) $388 Shares 5,015 Est. Cost $21.08 Unrealized +45.1%
Western Asset Muni Hi Income 0.1%
Value ($000) $386 Shares 45,620 Est. Cost $7.94 Unrealized
FXI iShares China Large Cap ETF 0.1%
Value ($000) $385 Shares 8,308 Est. Cost $46.58 Unrealized
TGT Target Corp 0.1%
Value ($000) $382 Shares 1,582 Est. Cost $118.66 Unrealized +61.4%
C Citigroup Inc 0.1%
Value ($000) $381 Shares 5,388 Est. Cost $45.09 Unrealized +39.1%
SCHE Schwab FTSE Emerging Mkt ETF 0.1%
Value ($000) $379 Shares 11,540 Est. Cost $27.74 Unrealized
FNDX Sch Fundamental US Large Co ETF 0.1%
Value ($000) $375 Shares 6,857 Est. Cost $7.94 Unrealized
MMM 3M Company 0.1%
Value ($000) $371 Shares 1,868 Est. Cost $129.91 Unrealized +8.1%
MBB iShares MBS ETF 0.1%
Value ($000) $365 Shares 3,368 Est. Cost $110.10 Unrealized
VOE Vanguard Mid Cap Value ETF 0.1%
Value ($000) $351 Shares 2,497 Est. Cost $101.42 Unrealized
Nuveen Inter Dur Qlty Muni 0.1%
Value ($000) $350 Shares 23,351 Est. Cost $12.91 Unrealized
FIXD First Trust TCWOpportunistic Fxd Inc ETF 0.1%
Value ($000) $350 Shares 6,529 Est. Cost $53.02 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $346 Shares 3,487 Est. Cost $53.46 Unrealized +42.9%
NVS Novartis A G 0.1%
Value ($000) $341 Shares 3,739 Est. Cost $71.89 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $340 Shares 3,037 Est. Cost $94.15 Unrealized +8.0%
PGX Invesco Preferred 0.1%
Value ($000) $334 Shares 21,795 Est. Cost $14.79 Unrealized
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $331 Shares 6,503 Est. Cost $50.91 Unrealized
SCHP Schwab US TIPS ETF 0.1%
Value ($000) $327 Shares 5,229 Est. Cost $255.66 Unrealized
PPG PPG Inds Inc 0.1%
Value ($000) $326 Shares 1,920 Est. Cost $86.36 Unrealized +81.0%
SHOP Shopify Inc 0.1%
Value ($000) $317 Shares 217 Est. Cost $69.41 Unrealized +77.5%
MTUM iShares MSCI USA Momentum 0.1%
Value ($000) $317 Shares 1,829 Est. Cost $139.42 Unrealized
DEO Diageo Plc 0.1%
Value ($000) $316 Shares 1,651 Est. Cost $137.49 Unrealized
HPQ Hewlett Packard 0.1%
Value ($000) $316 Shares 10,458 Est. Cost $15.17 Unrealized +79.2%
GS Goldman Sachs Group 0.1%
Value ($000) $311 Shares 819 Est. Cost $199.10 Unrealized +60.4%
GEM Gldmn Sachs ActiveBeta Emrg Mkts 0.1%
Value ($000) $308 Shares 7,558 Est. Cost $32.86 Unrealized
KLAC KLA Tencor Corp 0.1%
Value ($000) $307 Shares 946 Est. Cost $304.93 Unrealized 0.0%
DOW Dow Chemical 0.1%
Value ($000) $296 Shares 4,674 Est. Cost $45.81 Unrealized +11.5%
INTU Intuit Inc. 0.1%
Value ($000) $295 Shares 602 Est. Cost $340.30 Unrealized +23.8%
IWM iShares Russell 2000 Index Fund ETF 0.1%
Value ($000) $292 Shares 1,275 Est. Cost $196.08 Unrealized
SUB iShares Sht-Term National Muni ETF 0.1%
Value ($000) $291 Shares 2,700 Est. Cost $106.12 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $282 Shares 1,230 Est. Cost $145.78 Unrealized +31.6%
MO Altria Group Inc 0.1%
Value ($000) $268 Shares 5,617 Est. Cost $27.24 Unrealized +24.7%
Unilever Plc Adr New 0.1%
Value ($000) $268 Shares 4,580 Est. Cost $60.26 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $265 Shares 1,000 Est. Cost $179.92 Unrealized +39.1%
LQD iShares Inv. Grade Corp. Bd. 0.1%
Value ($000) $265 Shares 1,975 Est. Cost $114.77 Unrealized
PEP Pepsico 0.1%
Value ($000) $262 Shares 17,699 Est. Cost $56.73 Unrealized +122.4%
CRWD Crowdstrike Hldgs Inc 0.1%
Value ($000) $255 Shares 1,015 Est. Cost $215.19 Unrealized 0.0%
SYY Sysco Inc 0.1%
Value ($000) $254 Shares 3,263 Est. Cost $50.42 Unrealized +41.4%
VRTX Vertex Pharmaceuticals 0.1%
Value ($000) $253 Shares 1,253 Est. Cost $219.65 Unrealized -4.8%
BDX Becton Dickinson 0.1%
Value ($000) $250 Shares 1,028 Est. Cost $137.19 Unrealized +61.9%
NOW Service Now Inc 0.1%
Value ($000) $248 Shares 452 Est. Cost $101.38 Unrealized 0.0%
SPLV Invesco S&P 500 Low Volatility ETF 0.1%
Value ($000) $245 Shares 4,028 Est. Cost $53.58 Unrealized
BA Boeing Co 0.1%
Value ($000) $238 Shares 995 Est. Cost $225.13 Unrealized +7.4%
TE Connectivity Ltd 0.1%
Value ($000) $237 Shares 1,750 Est. Cost $121.14 Unrealized
WFC Wells Fargo & Company 0.1%
Value ($000) $233 Shares 5,140 Est. Cost $31.62 Unrealized +26.4%
ES Eversource Energy 0.1%
Value ($000) $232 Shares 2,888 Est. Cost $64.33 Unrealized +9.3%
JAZZ Jazz Pharma 0.1%
Value ($000) $231 Shares 1,300 Est. Cost $149.54 Unrealized +15.8%
CARR Carrier Global Corp 0.1%
Value ($000) $230 Shares 4,740 Est. Cost $41.98 Unrealized 0.0%
AMT American Tower Corp 0.1%
Value ($000) $227 Shares 2,063 Est. Cost $215.58 Unrealized +2.6%
PGF Invesco Financial Pfd 0.1%
Value ($000) $225 Shares 11,659 Est. Cost $18.74 Unrealized
RSP Invesco S&P 500 Eq. Wgt. ETF 0.1%
Value ($000) $224 Shares 1,489 Est. Cost $108.26 Unrealized
VGT Vanguard Info Technology 0.1%
Value ($000) $222 Shares 557 Est. Cost $398.56 Unrealized
IPAY - ETFMG Mobile Payments 0.1%
Value ($000) $218 Shares 3,097 Est. Cost $66.52 Unrealized
VOOG Vanguard S&P 500 Growth 0.1%
Value ($000) $218 Shares 830 Est. Cost $208.47 Unrealized
COP Conoco Phillips 0.1%
Value ($000) $207 Shares 3,405 Est. Cost $47.19 Unrealized 0.0%
JCI Johnson Controls PLC 0.1%
Value ($000) $207 Shares 3,015 Est. Cost $58.93 Unrealized 0.0%
PLTR Palantir Technologies Inc Ordinary Shares - Class 0.1%
Value ($000) $206 Shares 7,800 Est. Cost $23.13 Unrealized 0.0%
CL Colgate Palmolive Co 0.1%
Value ($000) $205 Shares 2,520 Est. Cost $73.43 Unrealized 0.0%
NOC Northrop Grumman Corp 0.1%
Value ($000) $204 Shares 560 Est. Cost $333.78 Unrealized 0.0%
CI Cigna 0.1%
Value ($000) $204 Shares 859 Est. Cost $204.18 Unrealized +12.5%