Newman Dignan & Sheerar, Inc. Diversified Active

CIK: 0001566493 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 18, 2022

Total Value ($000): $638,388 (100.0% shares, 0.0% debt)

Holdings (186)

AON AON Corp 57.3%
Value ($000) $365,910 Shares 1,366 Est. Cost $191.78 Unrealized +43.8%
SCHX Schwab Dow Jones US Large Cap ETF 2.4%
Value ($000) $15,359 Shares 362,668 Est. Cost $36.71 Unrealized
SCHD Schwab Dow Jones US Div Eq ETF 2.4%
Value ($000) $15,179 Shares 228,495 Est. Cost $12.05 Unrealized
AAPL Apple, Inc 1.5%
Value ($000) $9,875 Shares 71,453 Est. Cost $96.02 Unrealized +60.7%
SGOL ETFS Phys. Swiss Gold Shares 1.4%
Value ($000) $8,718 Shares 547,631 Est. Cost $16.61 Unrealized
MSFT Microsoft Corp 1.2%
Value ($000) $7,456 Shares 32,016 Est. Cost $27.81 Unrealized +823.7%
SCHV Schwab Dow Jones US Large Value ETF 1.0%
Value ($000) $6,702 Shares 114,540 Est. Cost $39.99 Unrealized
NOBL Proshares S&P 500 Div Aristocrats 1.0%
Value ($000) $6,239 Shares 78,027 Est. Cost $74.80 Unrealized
GOOGL Alphabet, Inc. Cl A 1.0%
Value ($000) $6,130 Shares 64,090 Est. Cost $106.57 Unrealized +3.3%
SCHG Schwab Dow Jones US Large Growth ETF 0.9%
Value ($000) $5,831 Shares 104,486 Est. Cost $43.21 Unrealized
VSLU Applied Finance Valuation Lg Cap ETF 0.8%
Value ($000) $5,379 Shares 247,453 Est. Cost $23.00 Unrealized
SCHM Schwab Dow Jones US Mid-Cap ETF 0.8%
Value ($000) $5,193 Shares 85,788 Est. Cost $44.70 Unrealized
JNJ Johnson & Johnson 0.8%
Value ($000) $4,794 Shares 29,343 Est. Cost $114.01 Unrealized +34.1%
MRK Merck & Co Inc 0.7%
Value ($000) $4,624 Shares 53,687 Est. Cost $66.02 Unrealized +21.8%
FPE First Trust Preferred Sec & Inc ETF 0.6%
Value ($000) $4,066 Shares 243,444 Est. Cost $17.23 Unrealized
SCHA Schwab Dow Jones US Sm-Cap ETF 0.6%
Value ($000) $3,964 Shares 104,876 Est. Cost $49.39 Unrealized
iShares iBonds Dec 2024 Muni Bd ETF 0.6%
Value ($000) $3,745 Shares 146,849 Est. Cost $25.89 Unrealized
XLRE Real Estate Sector SPDR 0.5%
Value ($000) $3,398 Shares 94,366 Est. Cost $40.61 Unrealized
GSIE Goldman Sachs ActiveBeta Intl Eq ETF 0.5%
Value ($000) $3,319 Shares 134,093 Est. Cost $33.27 Unrealized
SDY SPDR S&P Dividend ETF 0.5%
Value ($000) $3,269 Shares 29,316 Est. Cost $74.09 Unrealized
DFAE DFA Emerging Mkt Core Equity ETF 0.5%
Value ($000) $3,267 Shares 162,618 Est. Cost $22.25 Unrealized
SCHF Schwab FTSE Developed ex-US ETF 0.5%
Value ($000) $3,239 Shares 115,145 Est. Cost $15.10 Unrealized
iShares iBonds Dec 2023 Muni Bd ETF 0.5%
Value ($000) $3,147 Shares 124,683 Est. Cost $25.45 Unrealized
iShares iBonds Dec 2025 Muni Bd ETF 0.5%
Value ($000) $3,125 Shares 120,571 Est. Cost $26.45 Unrealized
VOO Vanguard S&P 500 ETF 0.5%
Value ($000) $3,024 Shares 9,212 Est. Cost $287.51 Unrealized
IJH iShares S&P Midcap 400 Index ETF 0.4%
Value ($000) $2,843 Shares 12,966 Est. Cost $132.66 Unrealized
iShares iBonds Dec 2023 Corp Bd ETF 0.4%
Value ($000) $2,843 Shares 113,946 Est. Cost $25.08 Unrealized
PEP Pepsico 0.4%
Value ($000) $2,838 Shares 17,385 Est. Cost $56.73 Unrealized +172.2%
iShares iBonds Dec 2024 Corp Bd ETF 0.4%
Value ($000) $2,788 Shares 114,504 Est. Cost $24.71 Unrealized
LOW Lowes Companies 0.4%
Value ($000) $2,690 Shares 14,325 Est. Cost $63.34 Unrealized +187.9%
IJR iShares S&P Smallcap 600 Index ETF 0.4%
Value ($000) $2,689 Shares 30,846 Est. Cost $85.10 Unrealized
PG Procter & Gamble Inc 0.4%
Value ($000) $2,668 Shares 21,133 Est. Cost $55.49 Unrealized +135.3%
JPM J P Morgan Chase & Co 0.4%
Value ($000) $2,587 Shares 24,758 Est. Cost $87.67 Unrealized +20.5%
GLD SPDR Gold Shares 0.4%
Value ($000) $2,564 Shares 16,576 Est. Cost $143.76 Unrealized
AMZN Amazon.com 0.4%
Value ($000) $2,467 Shares 21,835 Est. Cost $123.78 Unrealized +2.1%
CVS CVS Health Corporation 0.4%
Value ($000) $2,416 Shares 25,334 Est. Cost $48.23 Unrealized +81.7%
AMGN Amgen Inc 0.4%
Value ($000) $2,242 Shares 9,947 Est. Cost $117.32 Unrealized +85.7%
CVX ChevronTexaco Corp 0.3%
Value ($000) $2,155 Shares 15,001 Est. Cost $79.74 Unrealized +66.6%
FIXD First Trust TCWOpportunistic Fxd Inc ETF 0.3%
Value ($000) $1,999 Shares 45,919 Est. Cost $49.58 Unrealized
VNQ Vanguard REIT 0.3%
Value ($000) $1,948 Shares 24,303 Est. Cost $79.82 Unrealized
MDT Medtronic plc 0.3%
Value ($000) $1,907 Shares 23,611 Est. Cost $86.30 Unrealized -6.4%
LHX L3Harris Technologies Inc 0.3%
Value ($000) $1,877 Shares 9,033 Est. Cost $179.21 Unrealized +19.7%
PWR Quanta Services Inc 0.3%
Value ($000) $1,872 Shares 14,695 Est. Cost $122.00 Unrealized +11.5%
IBMO iShares iBonds Dec 2026 Muni Bd ETF 0.3%
Value ($000) $1,872 Shares 75,996 Est. Cost $25.07 Unrealized
VEU Vanguard FTSE All-World ex-USA ETF 0.3%
Value ($000) $1,837 Shares 41,409 Est. Cost $48.26 Unrealized
UNP Union Pacific Corp 0.3%
Value ($000) $1,833 Shares 9,410 Est. Cost $71.27 Unrealized +186.6%
VZ Verizon Communications 0.3%
Value ($000) $1,831 Shares 48,228 Est. Cost $40.99 Unrealized -12.8%
BAC Bank Of America 0.3%
Value ($000) $1,728 Shares 57,228 Est. Cost $25.13 Unrealized +21.7%
BRK/B Berkshire Hathaway B 0.3%
Value ($000) $1,710 Shares 6,404 Est. Cost $151.22 Unrealized +88.2%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $1,701 Shares 4,762 Est. Cost $298.71 Unrealized
XOM Exxon-Mobil 0.3%
Value ($000) $1,680 Shares 19,236 Est. Cost $52.41 Unrealized +55.2%
GOOG Alphabet, Inc. Cl C 0.3%
Value ($000) $1,666 Shares 17,330 Est. Cost $106.94 Unrealized +3.6%
DHR Danaher Corp 0.3%
Value ($000) $1,648 Shares 6,382 Est. Cost $43.18 Unrealized +457.4%
VTV Vanguard Value ETF 0.2%
Value ($000) $1,593 Shares 12,902 Est. Cost $84.95 Unrealized
CSCO Cisco Systems 0.2%
Value ($000) $1,509 Shares 37,721 Est. Cost $20.31 Unrealized +97.2%
BMY Bristol Myers Squibb 0.2%
Value ($000) $1,483 Shares 20,856 Est. Cost $40.63 Unrealized +53.3%
TFC Truist Finl Corp 0.2%
Value ($000) $1,468 Shares 33,721 Est. Cost $40.80 Unrealized -1.4%
PFE Pfizer Inc 0.2%
Value ($000) $1,467 Shares 33,516 Est. Cost $20.88 Unrealized +93.6%
VUG Vanguard Growth ETF 0.2%
Value ($000) $1,464 Shares 6,843 Est. Cost $80.76 Unrealized
AVGO Broadcom Limited 0.2%
Value ($000) $1,444 Shares 3,252 Est. Cost $40.38 Unrealized +19.1%
DIS Disney Walt Co 0.2%
Value ($000) $1,429 Shares 15,144 Est. Cost $75.91 Unrealized +37.7%
MCD McDonalds Corp 0.2%
Value ($000) $1,376 Shares 5,961 Est. Cost $84.09 Unrealized +181.0%
TMO Thermo Fisher Scientific 0.2%
Value ($000) $1,342 Shares 2,645 Est. Cost $134.68 Unrealized +311.4%
TIPX SPDR Blmbrg Brcly 1-10 Yr TIP 0.2%
Value ($000) $1,304 Shares 71,591 Est. Cost $20.79 Unrealized
RTX Raytheon Technologies Co 0.2%
Value ($000) $1,282 Shares 15,664 Est. Cost $88.36 Unrealized -5.1%
JHSC JH/DFA Small Cap Multifactor ETF 0.2%
Value ($000) $1,238 Shares 44,080 Est. Cost $29.00 Unrealized
IBM International Business Machines 0.2%
Value ($000) $1,230 Shares 10,348 Est. Cost $100.62 Unrealized +14.9%
HD Home Depot 0.2%
Value ($000) $1,173 Shares 4,249 Est. Cost $194.89 Unrealized +38.9%
VBR Vanguard Small-Cap Value ETF 0.2%
Value ($000) $1,156 Shares 8,062 Est. Cost $150.33 Unrealized
FISV Fiserv Inc. 0.2%
Value ($000) $1,130 Shares 12,077 Est. Cost $68.47 Unrealized +48.8%
PANW Palo Alto Networks Inc 0.2%
Value ($000) $1,112 Shares 6,789 Est. Cost $67.03 Unrealized +29.2%
ADP Automatic Data Processing 0.2%
Value ($000) $1,107 Shares 4,894 Est. Cost $49.20 Unrealized +345.3%
SCHZ Schwab US AGG Bnd ETF 0.2%
Value ($000) $1,088 Shares 24,009 Est. Cost $52.09 Unrealized
XBI SPDR S&P Biotech ETF 0.2%
Value ($000) $1,084 Shares 13,667 Est. Cost $96.02 Unrealized
VO Vanguard Mid-Cap ETF 0.2%
Value ($000) $1,047 Shares 5,571 Est. Cost $196.45 Unrealized
NVDA Nvidia Corp 0.2%
Value ($000) $1,041 Shares 8,574 Est. Cost $17.33 Unrealized -8.9%
iShares iBonds Dec 2025 Corp Bd ETF 0.2%
Value ($000) $1,034 Shares 42,851 Est. Cost $24.42 Unrealized
V Visa, Inc. 0.2%
Value ($000) $1,027 Shares 5,779 Est. Cost $80.15 Unrealized +147.5%
EMR Emerson Electric 0.2%
Value ($000) $972 Shares 13,279 Est. Cost $46.88 Unrealized +65.6%
NEE NextEra Energy Inc. 0.1%
Value ($000) $945 Shares 12,048 Est. Cost $66.15 Unrealized +16.6%
GPN Global Payments, Inc. 0.1%
Value ($000) $874 Shares 8,091 Est. Cost $163.75 Unrealized -27.2%
CWI SPDR MSCI Acwi Ex-US 0.1%
Value ($000) $860 Shares 40,526 Est. Cost $29.67 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $823 Shares 6,089 Est. Cost $101.48 Unrealized
QCOM Qualcomm Corp 0.1%
Value ($000) $799 Shares 7,076 Est. Cost $129.39 Unrealized -1.8%
PBE Invesco Biotech & Genomics ETF 0.1%
Value ($000) $778 Shares 13,201 Est. Cost $57.40 Unrealized
BX Blackstone Group Lp 0.1%
Value ($000) $747 Shares 8,927 Est. Cost $54.62 Unrealized +59.8%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $732 Shares 13,356 Est. Cost $42.23 Unrealized +34.1%
MA Mastercard Inc 0.1%
Value ($000) $720 Shares 2,531 Est. Cost $142.35 Unrealized +128.4%
XLK SPDR Technology Select Sector 0.1%
Value ($000) $700 Shares 5,893 Est. Cost $71.22 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $664 Shares 3,674 Est. Cost $97.29 Unrealized +86.7%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $639 Shares 3,721 Est. Cost $125.71 Unrealized
KO Coca Cola 0.1%
Value ($000) $638 Shares 11,397 Est. Cost $29.54 Unrealized +89.8%
ROP Roper Technologies, Inc 0.1%
Value ($000) $633 Shares 1,759 Est. Cost $213.97 Unrealized +86.2%
CRM Salesforce Com 0.1%
Value ($000) $619 Shares 4,304 Est. Cost $153.51 Unrealized +9.1%
NKE Nike Inc Class B 0.1%
Value ($000) $612 Shares 7,358 Est. Cost $75.42 Unrealized +34.7%
SCHB Schwab Dow Jones US Broad Mkt ETF 0.1%
Value ($000) $606 Shares 14,432 Est. Cost $35.48 Unrealized
FTSL First Trust Senior Loan ETF 0.1%
Value ($000) $597 Shares 13,550 Est. Cost $47.04 Unrealized
CMC Commercial Metals Co 0.1%
Value ($000) $590 Shares 16,643 Est. Cost $23.09 Unrealized +59.6%
ABT Abbott Labs 0.1%
Value ($000) $582 Shares 6,012 Est. Cost $36.07 Unrealized +177.3%
ABBV AbbVie Inc 0.1%
Value ($000) $577 Shares 4,301 Est. Cost $58.54 Unrealized +117.1%
LMT Lockheed Martin Corp 0.1%
Value ($000) $575 Shares 1,489 Est. Cost $169.32 Unrealized +124.9%
WMT Wal-Mart Stores 0.1%
Value ($000) $564 Shares 4,349 Est. Cost $35.89 Unrealized +17.0%
INTC Intel Corp 0.1%
Value ($000) $558 Shares 21,637 Est. Cost $48.79 Unrealized -33.8%
ALL Allstate Corp 0.1%
Value ($000) $546 Shares 4,383 Est. Cost $100.72 Unrealized +13.8%
META Meta Platforms Cl A 0.1%
Value ($000) $544 Shares 4,006 Est. Cost $200.81 Unrealized -19.8%
TSN Tyson Foods Inc 0.1%
Value ($000) $524 Shares 7,945 Est. Cost $51.88 Unrealized +35.7%
MUNI Pimco Intermediate Muni ETF 0.1%
Value ($000) $509 Shares 10,157 Est. Cost $56.39 Unrealized
UPS UPS Inc 0.1%
Value ($000) $508 Shares 3,146 Est. Cost $146.43 Unrealized +9.6%
KLIC Kulicke & Soffa Inds 0.1%
Value ($000) $486 Shares 12,617 Est. Cost $51.60 Unrealized -19.3%
STZ Constellation Brands 0.1%
Value ($000) $476 Shares 2,074 Est. Cost $178.20 Unrealized +28.8%
REGN Regeneron Pharm 0.1%
Value ($000) $468 Shares 680 Est. Cost $611.44 Unrealized +2.4%
AMT American Tower Corp 0.1%
Value ($000) $467 Shares 2,176 Est. Cost $216.00 Unrealized +5.9%
LLY Lilly Eli & Co 0.1%
Value ($000) $464 Shares 1,435 Est. Cost $158.49 Unrealized +94.4%
PYPL Paypal Holdings, Inc. 0.1%
Value ($000) $454 Shares 5,278 Est. Cost $64.81 Unrealized +36.5%
TJX TJX Cos Inc 0.1%
Value ($000) $442 Shares 7,114 Est. Cost $39.82 Unrealized +50.4%
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $441 Shares 3,435 Est. Cost $78.28 Unrealized
D Dominion Res Inc Va 0.1%
Value ($000) $441 Shares 6,386 Est. Cost $62.04 Unrealized +10.2%
PEG Public Svc Enterprise 0.1%
Value ($000) $438 Shares 7,788 Est. Cost $41.63 Unrealized +37.7%
ORCL Oracle Systems 0.1%
Value ($000) $416 Shares 6,811 Est. Cost $52.75 Unrealized +33.0%
IVW iShares S&P 500 Barra Gr. Fd. 0.1%
Value ($000) $414 Shares 7,159 Est. Cost $69.75 Unrealized
TOTL SPDR Doubleline Ttl Rtrn 0.1%
Value ($000) $406 Shares 10,093 Est. Cost $159.02 Unrealized
CFG Citizens Financial Group 0.1%
Value ($000) $404 Shares 11,759 Est. Cost $26.67 Unrealized +19.2%
VTIP Vanguard Sht-Term Infl Prot Sec ETF 0.1%
Value ($000) $402 Shares 8,365 Est. Cost $49.23 Unrealized
KLAC KLA Tencor Corp 0.1%
Value ($000) $396 Shares 1,308 Est. Cost $313.84 Unrealized +6.6%
COP Conoco Phillips 0.1%
Value ($000) $388 Shares 3,405 Est. Cost $47.19 Unrealized +86.9%
STT State Street Boston Corp 0.1%
Value ($000) $365 Shares 6,000 Est. Cost $44.55 Unrealized +36.3%
iShares iBonds Dec 2023 ETF 0.1%
Value ($000) $360 Shares 14,525 Est. Cost $24.91 Unrealized
INDB Independent Bank Corp Ma 0.1%
Value ($000) $346 Shares 4,637 Est. Cost $71.11 Unrealized 0.0%
IBTE iShares iBonds Dec 2024 ETF 0.1%
Value ($000) $340 Shares 14,189 Est. Cost $24.45 Unrealized
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $328 Shares 6,534 Est. Cost $50.91 Unrealized
FNDX Sch Fundamental US Large Co ETF 0.1%
Value ($000) $323 Shares 6,761 Est. Cost $11.41 Unrealized
SKIN Beauty Health Company CL A ORD 0.1%
Value ($000) $320 Shares 27,144 Est. Cost $13.40 Unrealized -5.7%
Wells Fargo & Co 7.50pcnt Pfd 0.0%
Value ($000) $319 Shares 265 Est. Cost $1217.40 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $316 Shares 3,808 Est. Cost $60.04 Unrealized +34.8%
GS Goldman Sachs Group 0.0%
Value ($000) $315 Shares 1,076 Est. Cost $228.79 Unrealized +29.8%
MDY S&P 400 Mid-Cap SPDR ETF 0.0%
Value ($000) $314 Shares 781 Est. Cost $128385.95 Unrealized
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $309 Shares 2,534 Est. Cost $101.42 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $308 Shares 7,635 Est. Cost $29.03 Unrealized +13.9%
Chase Corp 0.0%
Value ($000) $298 Shares 3,570 Est. Cost $95.51 Unrealized
Western Asset Muni Hi Income 0.0%
Value ($000) $295 Shares 47,532 Est. Cost $7.94 Unrealized
Nuveen Inter Dur Qlty Muni 0.0%
Value ($000) $291 Shares 24,360 Est. Cost $12.91 Unrealized
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $286 Shares 5,522 Est. Cost $251.73 Unrealized
XLE Sector Spdr Engy Select 0.0%
Value ($000) $286 Shares 3,977 Est. Cost $71.54 Unrealized
NVS Novartis A G 0.0%
Value ($000) $281 Shares 3,699 Est. Cost $71.89 Unrealized
DEO Diageo Plc 0.0%
Value ($000) $280 Shares 1,651 Est. Cost $137.49 Unrealized
DUK Duke Energy 0.0%
Value ($000) $273 Shares 2,931 Est. Cost $87.47 Unrealized +7.5%
COST Costco Whsl Corp 0.0%
Value ($000) $267 Shares 565 Est. Cost $430.80 Unrealized +15.6%
AMAT Applied Materials 0.0%
Value ($000) $263 Shares 3,213 Est. Cost $25.12 Unrealized +272.2%
NOC Northrop Grumman Corp 0.0%
Value ($000) $263 Shares 560 Est. Cost $333.78 Unrealized +35.0%
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $261 Shares 903 Est. Cost $219.65 Unrealized +31.0%
DD Du Pont E I De Nemours 0.0%
Value ($000) $254 Shares 5,038 Est. Cost $21.08 Unrealized +5.5%
IBDR iShares iBonds Dec 2026 Corp Bd ETF 0.0%
Value ($000) $254 Shares 10,977 Est. Cost $23.14 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $252 Shares 2,246 Est. Cost $100.80 Unrealized +11.2%
CTVA Corteva Inc 0.0%
Value ($000) $251 Shares 4,397 Est. Cost $43.54 Unrealized +29.0%
GE General Electric 0.0%
Value ($000) $246 Shares 3,970 Est. Cost $62.95 Unrealized -31.4%
CI Cigna 0.0%
Value ($000) $246 Shares 887 Est. Cost $218.34 Unrealized +21.3%
MPLX MPLX LP 0.0%
Value ($000) $240 Shares 8,000 Est. Cost $29.63 Unrealized
TGT Target Corp 0.0%
Value ($000) $238 Shares 1,607 Est. Cost $170.18 Unrealized -16.0%
INTU Intuit Inc. 0.0%
Value ($000) $234 Shares 603 Est. Cost $340.30 Unrealized +24.2%
SYY Sysco Inc 0.0%
Value ($000) $230 Shares 3,254 Est. Cost $50.42 Unrealized +50.2%
VB Vanguard Small Cap ETF 0.0%
Value ($000) $229 Shares 1,339 Est. Cost $123.18 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $228 Shares 861 Est. Cost $279.27 Unrealized 0.0%
DOW Dow Chemical 0.0%
Value ($000) $226 Shares 5,149 Est. Cost $46.18 Unrealized -10.2%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $222 Shares 2,968 Est. Cost $81.05 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $221 Shares 13,272 Est. Cost $14.31 Unrealized +3.2%
HACK- PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $220 Shares 5,075 Est. Cost $77.06 Unrealized
MMM 3M Company 0.0%
Value ($000) $220 Shares 1,988 Est. Cost $128.64 Unrealized -25.0%
HPQ Hewlett Packard 0.0%
Value ($000) $217 Shares 8,691 Est. Cost $15.17 Unrealized +78.0%
BDX Becton Dickinson 0.0%
Value ($000) $216 Shares 968 Est. Cost $137.19 Unrealized +70.9%
RODM Hartford MultiFactor Developed Mkts 0.0%
Value ($000) $216 Shares 9,955 Est. Cost $24.91 Unrealized
MTUM iShares MSCI USA Momentum 0.0%
Value ($000) $214 Shares 1,629 Est. Cost $139.42 Unrealized
PPG PPG Inds Inc 0.0%
Value ($000) $213 Shares 1,928 Est. Cost $86.36 Unrealized +33.1%
IWM iShares Russell 2000 Index Fund ETF 0.0%
Value ($000) $210 Shares 1,275 Est. Cost $196.08 Unrealized
ES Eversource Energy 0.0%
Value ($000) $201 Shares 2,582 Est. Cost $64.33 Unrealized +18.2%
Ashford Hospitality Trust Inc 0.0%
Value ($000) $111 Shares 16,332 Est. Cost $6.80 Unrealized
Osisko Gold Royaltie 0.0%
Value ($000) $108 Shares 10,639 Est. Cost $10.15 Unrealized
Clearside Biomedical Inc 0.0%
Value ($000) $31 Shares 27,023 Est. Cost $1.15 Unrealized
OVID Ovid Therapeutics Inc 0.0%
Value ($000) $29 Shares 15,522 Est. Cost $2.09 Unrealized 0.0%
TCR2 Therapeutics Inc 0.0%
Value ($000) $21 Shares 11,522 Est. Cost $1.82 Unrealized
ONCY Oncolytics Biotech 0.0%
Value ($000) $16 Shares 12,915 Est. Cost $1.23 Unrealized 0.0%
MIRION TECHNOLOG 0.0%
Value ($000) $15 Shares 10,023 Est. Cost $1.50 Unrealized
Aptose Biosciences 0.0%
Value ($000) $11 Shares 18,915 Est. Cost $0.58 Unrealized
MDNAF Medicenna Therapeutics Corp 0.0%
Value ($000) $11 Shares 12,915 Est. Cost $1.13 Unrealized 0.0%
Solid Biosciences Inc 0.0%
Value ($000) $7 Shares 15,023 Est. Cost $0.47 Unrealized
Document Security Systems Inc 0.0%
Value ($000) $4 Shares 15,523 Est. Cost $0.26 Unrealized
Oragenics Inc 0.0%
Value ($000) $2 Shares 10,468 Est. Cost $0.19 Unrealized