FDx Advisors, Inc. Diversified Active

CIK: 0001566601 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $342 (100.0% shares, 0.0% debt)

Holdings (178)

BND VANGUARD BD INDEX FDS TOTAL BND MRKT 6.2%
Value ($000) $21 Shares 295,752 Est. Cost $42.93 Unrealized
IDEV ISHARES TR CORE MSCI INTL 4.7%
Value ($000) $16 Shares 249,755 Est. Cost $54.16 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 4.6%
Value ($000) $16 Shares 39,107 Est. Cost $96.01 Unrealized
MBB ISHARES TR MBS ETF 4.4%
Value ($000) $15 Shares 165,828 Est. Cost $60.88 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 4.4%
Value ($000) $15 Shares 585,304 Est. Cost $8.83 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 4.3%
Value ($000) $15 Shares 79,820 Est. Cost $107.90 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 3.7%
Value ($000) $13 Shares 245,095 Est. Cost $42.52 Unrealized
IVV ISHARES TR CORE S P500 ETF 3.0%
Value ($000) $10 Shares 17,278 Est. Cost $142.45 Unrealized
AGG ISHARES TR CORE US AGGBD ET 2.8%
Value ($000) $10 Shares 99,607 Est. Cost $109.05 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 2.0%
Value ($000) $7 Shares 95,129 Est. Cost $57.96 Unrealized
IJR ISHARES TR CORE S P SCP ETF 1.9%
Value ($000) $7 Shares 57,565 Est. Cost $37.68 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 1.9%
Value ($000) $7 Shares 15,930 Est. Cost $113.12 Unrealized
SPIB SPDR SER TR PORTFOLIO INTRMD 1.9%
Value ($000) $7 Shares 198,974 Est. Cost $28.30 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 1.6%
Value ($000) $6 Shares 62,960 Est. Cost $47.67 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 1.6%
Value ($000) $6 Shares 30,927 Est. Cost $72.68 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 1.6%
Value ($000) $5 Shares 20,294 Est. Cost $49.93 Unrealized
IGIB ISHARES TR ISHS 5 10YR INVT 1.6%
Value ($000) $5 Shares 103,029 Est. Cost $35.85 Unrealized
IWR ISHARES TR RUS MID CAP ETF 1.5%
Value ($000) $5 Shares 59,882 Est. Cost $72.01 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 1.5%
Value ($000) $5 Shares 104,698 Est. Cost $29.90 Unrealized
COWZ PACER FDS TR US CASH COWS 100 1.4%
Value ($000) $5 Shares 85,548 Est. Cost $0.05 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 1.4%
Value ($000) $5 Shares 80,764 Est. Cost $0.05 Unrealized
CMDY ISHARES U S ETF TR BLOOMBERG ROLL 1.3%
Value ($000) $5 Shares 96,152 Est. Cost $0.05 Unrealized
DSTL ETF SER SOLUTIONS DISTILLATE US 1.3%
Value ($000) $4 Shares 80,197 Est. Cost $0.05 Unrealized
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $4 Shares 10,329 Est. Cost $154.84 Unrealized +172.8%
VBR VANGUARD INDEX FDS SM CP VAL ETF 1.1%
Value ($000) $4 Shares 19,836 Est. Cost $171.20 Unrealized
NVDA NVIDIA CORPORATION COM 1.1%
Value ($000) $4 Shares 28,956 Est. Cost $86.46 Unrealized +59.4%
ACWV ISHARES INC MSCI GBL MIN VOL 1.1%
Value ($000) $4 Shares 34,274 Est. Cost $0.10 Unrealized
SDY SPDR SER TR S P DIVID ETF 1.1%
Value ($000) $4 Shares 27,615 Est. Cost $97.13 Unrealized
VSS VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 1.0%
Value ($000) $4 Shares 30,938 Est. Cost $113.79 Unrealized
IPAC ISHARES TR CORE MSCI PAC 1.0%
Value ($000) $3 Shares 57,095 Est. Cost $55.63 Unrealized
VOO VANGUARD INDEX FDS S P 500 ETF SHS 0.9%
Value ($000) $3 Shares 5,812 Est. Cost $299.84 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.9%
Value ($000) $3 Shares 18,101 Est. Cost $97.21 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.9%
Value ($000) $3 Shares 33,864 Est. Cost $99.54 Unrealized
PRF INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 0.8%
Value ($000) $3 Shares 70,440 Est. Cost $21.53 Unrealized
AAPL APPLE INC COM 0.8%
Value ($000) $3 Shares 10,524 Est. Cost $149.77 Unrealized +56.6%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.8%
Value ($000) $3 Shares 51,862 Est. Cost $51.22 Unrealized
SPTL SPDR SER TR PORTFOLIO LN TSR 0.7%
Value ($000) $2 Shares 91,680 Est. Cost $0.03 Unrealized
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.7%
Value ($000) $2 Shares 65,912 Est. Cost $31.15 Unrealized
AMZN AMAZON COM INC COM 0.7%
Value ($000) $2 Shares 10,769 Est. Cost $125.16 Unrealized +63.5%
EWC ISHARES INC MSCI CDA ETF 0.6%
Value ($000) $2 Shares 54,256 Est. Cost $27.39 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.6%
Value ($000) $2 Shares 24,181 Est. Cost $75.22 Unrealized
BLV VANGUARD BD INDEX FDS LONG TERM BOND 0.6%
Value ($000) $2 Shares 30,269 Est. Cost $77.28 Unrealized
IGSB ISHARES TR ISHS 1 5YR INVS 0.6%
Value ($000) $2 Shares 37,138 Est. Cost $59.08 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.6%
Value ($000) $2 Shares 7,971 Est. Cost $107.87 Unrealized
META META PLATFORMS INC CL A 0.6%
Value ($000) $2 Shares 3,235 Est. Cost $226.27 Unrealized +158.4%
CALF PACER FDS TR PACER US SMALL 0.5%
Value ($000) $2 Shares 39,154 Est. Cost $0.05 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.5%
Value ($000) $2 Shares 8,293 Est. Cost $8.14 Unrealized
JMBS JANUS DETROIT STR TR HENDERSON MTG 0.5%
Value ($000) $2 Shares 35,677 Est. Cost $0.05 Unrealized
PSK SPDR SER TR ICE PFD SEC ETF 0.5%
Value ($000) $2 Shares 47,073 Est. Cost $0.03 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $2 Shares 6,616 Est. Cost $146.55 Unrealized +24.8%
SCZ ISHARES TR EAFE SML CP ETF 0.4%
Value ($000) $1 Shares 22,887 Est. Cost $51.83 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $1 Shares 17,172 Est. Cost $23.92 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.4%
Value ($000) $1 Shares 68,913 Est. Cost $14.15 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.4%
Value ($000) $1 Shares 25,966 Est. Cost $49.24 Unrealized
EEMA ISHARES INC MSCI EM ASIA ETF 0.4%
Value ($000) $1 Shares 17,351 Est. Cost $77.82 Unrealized
DWX SPDR INDEX SHS FDS S P INTL ETF 0.4%
Value ($000) $1 Shares 34,569 Est. Cost $29.48 Unrealized
BIDD BLACKROCK ETF TRUST INT DIVIDEND ETF ADDED 0.3%
Value ($000) $1 Shares 47,239 Est. Cost $0.02 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.3%
Value ($000) $1 Shares 6,965 Est. Cost $62.73 Unrealized
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $1 Shares 11,833 Est. Cost $28.72 Unrealized
MGC VANGUARD WORLD FD MEGA CAP INDEX 0.3%
Value ($000) $1 Shares 4,722 Est. Cost $131.81 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1 Shares 3,166 Est. Cost $167.52 Unrealized +78.1%
APP APPLOVIN CORP COM CL A 0.3%
Value ($000) $1 Shares 3,045 Est. Cost $79.72 Unrealized +217.3%
IWM ISHARES TR RUSSELL 2000 ETF 0.3%
Value ($000) $1 Shares 4,329 Est. Cost $97.99 Unrealized
SE SEA LTD SPONSORD ADS 0.3%
Value ($000) $1 Shares 8,378 Est. Cost $0.09 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF 0.3%
Value ($000) $1 Shares 36,413 Est. Cost $0.02 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.3%
Value ($000) $1 Shares 3,407 Est. Cost $80.78 Unrealized
RACE FERRARI N V COM 0.3%
Value ($000) $1 Shares 2,028 Est. Cost $196.26 Unrealized +129.9%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.2%
Value ($000) $1 Shares 1,884 Est. Cost $309.05 Unrealized +38.6%
EMB ISHARES TR JPMORGAN USD EMG 0.2%
Value ($000) $1 Shares 9,233 Est. Cost $0.09 Unrealized
SAP SAP SE SPON ADR 0.2%
Value ($000) $1 Shares 3,332 Est. Cost $0.25 Unrealized
IGLB ISHARES TR 10 YR INVST GRD 0.2%
Value ($000) $1 Shares 16,144 Est. Cost $44.65 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $1 Shares 12,141 Est. Cost $58.67 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $1 Shares 4,112 Est. Cost $108.05 Unrealized +61.2%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $1 Shares 4,046 Est. Cost $108.46 Unrealized +62.0%
ICLR ICON PLC SHS 0.2%
Value ($000) $1 Shares 3,527 Est. Cost $176.98 Unrealized +31.9%
IEF ISHARES TR 7 10 YR TRSY BD 0.2%
Value ($000) $1 Shares 7,804 Est. Cost $88.95 Unrealized
MELI MERCADOLIBRE INC COM 0.2%
Value ($000) $1 Shares 418 Est. Cost $1145.77 Unrealized +70.0%
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.2%
Value ($000) $1 Shares 9,065 Est. Cost $79.03 Unrealized
LIN LINDE PLC SHS 0.2%
Value ($000) $1 Shares 1,650 Est. Cost $353.42 Unrealized +27.0%
JPM JPMORGAN CHASE CO COM 0.2%
Value ($000) $1 Shares 2,847 Est. Cost $86.26 Unrealized +164.4%
TSLA TESLA INC COM 0.2%
Value ($000) $1 Shares 1,673 Est. Cost $258.46 Unrealized +24.5%
SRLN SSGA ACTIVE ETF TR BLACKSTONE SENR 0.2%
Value ($000) $1 Shares 14,653 Est. Cost $0.04 Unrealized
JNJ JOHNSON JOHNSON COM 0.2%
Value ($000) $1 Shares 4,213 Est. Cost $125.44 Unrealized +19.3%
ACGL ARCH CAP GROUP LTD ORD 0.2%
Value ($000) $1 Shares 6,523 Est. Cost $71.03 Unrealized +38.2%
IWP ISHARES TR RUS MD CP GR ETF 0.2%
Value ($000) $1 Shares 4,713 Est. Cost $69.92 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1 Shares 4,113 Est. Cost $86.74 Unrealized +67.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.2%
Value ($000) $1 Shares 8,148 Est. Cost $77.51 Unrealized -1.4%
NOW SERVICENOW INC COM 0.2%
Value ($000) $1 Shares 534 Est. Cost $71.24 Unrealized +184.4%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $1 Shares 816 Est. Cost $238.11 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $1 Shares 620 Est. Cost $41.62 Unrealized +97.7%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $1 Shares 9,096 Est. Cost $37.15 Unrealized +49.1%
GFL GFL ENVIRONMENTAL INC SUB VTG SHS 0.2%
Value ($000) $1 Shares 11,782 Est. Cost $36.97 Unrealized +17.6%
BSX BOSTON SCIENTIFIC CORP COM 0.2%
Value ($000) $1 Shares 5,759 Est. Cost $46.98 Unrealized +87.4%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1 Shares 4,655 Est. Cost $62.47 Unrealized +79.9%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $0 Shares 981 Est. Cost $333.35 Unrealized +65.9%
CPNG COUPANG INC CL A 0.1%
Value ($000) $0 Shares 22,268 Est. Cost $21.68 Unrealized +13.2%
WMT WALMART INC COM 0.1%
Value ($000) $0 Shares 5,389 Est. Cost $49.91 Unrealized +71.9%
ABBV ABBVIE INC COM 0.1%
Value ($000) $0 Shares 2,722 Est. Cost $82.40 Unrealized +115.3%
IBN ICICI BANK LIMITED ADR 0.1%
Value ($000) $0 Shares 15,896 Est. Cost $7.17 Unrealized
STE STERIS PLC SHS USD 0.1%
Value ($000) $0 Shares 2,303 Est. Cost $137.50 Unrealized +58.1%
T AT T INC COM 0.1%
Value ($000) $0 Shares 19,625 Est. Cost $14.75 Unrealized +45.8%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.1%
Value ($000) $0 Shares 2,513 Est. Cost $197.54 Unrealized -1.5%
SPGI S P GLOBAL INC COM 0.1%
Value ($000) $0 Shares 876 Est. Cost $335.36 Unrealized +50.0%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $0 Shares 9,897 Est. Cost $38.77 Unrealized +10.5%
MNDY MONDAY COM LTD SHS 0.1%
Value ($000) $0 Shares 1,830 Est. Cost $212.23 Unrealized +30.5%
WCN WASTE CONNECTIONS INC COM 0.1%
Value ($000) $0 Shares 2,507 Est. Cost $133.29 Unrealized +35.6%
HD HOME DEPOT INC COM 0.1%
Value ($000) $0 Shares 1,101 Est. Cost $180.54 Unrealized +120.0%
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $0 Shares 1,756 Est. Cost $159.36 Unrealized +43.7%
SCHZ SCHWAB STRATEGIC TR US AGGREGATE B 0.1%
Value ($000) $0 Shares 18,494 Est. Cost $0.04 Unrealized
UBS UBS GROUP AG SHS 0.1%
Value ($000) $0 Shares 13,821 Est. Cost $26.30 Unrealized +20.5%
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value ($000) $0 Shares 3,607 Est. Cost $68.05 Unrealized +74.2%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $0 Shares 4,426 Est. Cost $59.47 Unrealized +46.3%
HYLB DBX ETF TR XTRACK USD HIGH 0.1%
Value ($000) $0 Shares 11,062 Est. Cost $46.80 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $0 Shares 3,307 Est. Cost $64.96 Unrealized +85.7%
NTRA NATERA INC COM 0.1%
Value ($000) $0 Shares 2,483 Est. Cost $53.65 Unrealized +171.5%
AON AON PLC SHS CL A 0.1%
Value ($000) $0 Shares 1,087 Est. Cost $195.67 Unrealized +86.7%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $0 Shares 9,115 Est. Cost $26.47 Unrealized +48.1%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $0 Shares 5,023 Est. Cost $39.66 Unrealized +90.4%
CRM SALESFORCE INC COM 0.1%
Value ($000) $0 Shares 1,105 Est. Cost $193.16 Unrealized +64.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $0 Shares 6,480 Est. Cost $48.61 Unrealized +8.2%
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.1%
Value ($000) $0 Shares 4,642 Est. Cost $79.21 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $0 Shares 4,678 Est. Cost $68.78 Unrealized +7.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $0 Shares 7,495 Est. Cost $38.40 Unrealized +21.4%
NU NU HLDGS LTD ORD SHS CL A 0.1%
Value ($000) $0 Shares 34,294 Est. Cost $9.63 Unrealized +38.1%
CNQ CANADIAN NAT RES LTD COM 0.1%
Value ($000) $0 Shares 10,962 Est. Cost $32.33 Unrealized +0.4%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $0 Shares 4,251 Est. Cost $39.48 Unrealized +100.8%
LLY ELI LILLY CO COM 0.1%
Value ($000) $0 Shares 431 Est. Cost $128.62 Unrealized +538.4%
IWS ISHARES TR RUS MDCP VAL ETF 0.1%
Value ($000) $0 Shares 2,563 Est. Cost $66.30 Unrealized
TPR TAPESTRY INC COM 0.1%
Value ($000) $0 Shares 5,032 Est. Cost $32.72 Unrealized +63.6%
HDEF DBX ETF TR XTRACK MSCI EAFE 0.1%
Value ($000) $0 Shares 13,477 Est. Cost $15.94 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $0 Shares 2,579 Est. Cost $96.90 Unrealized +23.3%
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $0 Shares 5,884 Est. Cost $46.71 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $0 Shares 2,574 Est. Cost $70.14 Unrealized +67.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $0 Shares 569 Est. Cost $308.32 Unrealized +68.9%
KVUE KENVUE INC COM 0.1%
Value ($000) $0 Shares 13,721 Est. Cost $20.55 Unrealized +5.5%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $0 Shares 1,491 Est. Cost $118.28 Unrealized +60.1%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $0 Shares 7,197 Est. Cost $36.73 Unrealized +7.3%
SCHJ SCHWAB STRATEGIC TR 1 5YR CORP BD 0.1%
Value ($000) $0 Shares 11,772 Est. Cost $0.04 Unrealized
HEI HEICO CORP NEW COM 0.1%
Value ($000) $0 Shares 1,197 Est. Cost $142.54 Unrealized +81.8%
FISV FISERV INC COM 0.1%
Value ($000) $0 Shares 1,358 Est. Cost $106.75 Unrealized +91.2%
SO SOUTHERN CO COM 0.1%
Value ($000) $0 Shares 3,342 Est. Cost $42.65 Unrealized +98.1%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $0 Shares 1,682 Est. Cost $133.50 Unrealized +32.1%
RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 0.1%
Value ($000) $0 Shares 6,308 Est. Cost $1001.98 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $0 Shares 2,485 Est. Cost $77.04 Unrealized +41.2%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $0 Shares 3,741 Est. Cost $61.79 Unrealized +21.4%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $0 Shares 211 Est. Cost $618.90 Unrealized +98.7%
AMGN AMGEN INC COM 0.1%
Value ($000) $0 Shares 1,023 Est. Cost $206.90 Unrealized +38.3%
KO COCA COLA CO COM 0.1%
Value ($000) $0 Shares 4,289 Est. Cost $49.54 Unrealized +27.3%
GLBE GLOBAL E ONLINE LTD SHS 0.1%
Value ($000) $0 Shares 4,881 Est. Cost $45.27 Unrealized 0.0%
CB CHUBB LIMITED COM 0.1%
Value ($000) $0 Shares 955 Est. Cost $131.57 Unrealized +113.8%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $0 Shares 6,065 Est. Cost $38.97 Unrealized +8.6%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $0 Shares 886 Est. Cost $132.28 Unrealized +114.4%
UAL UNITED AIRLS HLDGS INC COM 0.1%
Value ($000) $0 Shares 2,698 Est. Cost $84.54 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $0 Shares 3,597 Est. Cost $41.04 Unrealized +62.4%
STIP ISHARES TR 0 5 YR TIPS ETF 0.1%
Value ($000) $0 Shares 2,508 Est. Cost $0.10 Unrealized
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $0 Shares 2,226 Est. Cost $61.00 Unrealized +79.0%
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.1%
Value ($000) $0 Shares 5,498 Est. Cost $31.80 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $0 Shares 1,833 Est. Cost $106.12 Unrealized +22.6%
LYB LYONDELLBASELL INDUSTRIES N SHS A 0.1%
Value ($000) $0 Shares 3,211 Est. Cost $71.50 Unrealized +5.8%
ADBE ADOBE INC COM 0.1%
Value ($000) $0 Shares 536 Est. Cost $331.21 Unrealized +49.5%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $0 Shares 1,115 Est. Cost $151.20 Unrealized +43.4%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $0 Shares 3,459 Est. Cost $56.58 Unrealized +13.9%
RGA REINSURANCE GRP OF AMERICA I COM NEW 0.1%
Value ($000) $0 Shares 1,095 Est. Cost $142.07 Unrealized +53.5%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $0 Shares 3,317 Est. Cost $49.88 Unrealized +31.1%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $0 Shares 4,792 Est. Cost $43.01 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $0 Shares 8,505 Est. Cost $28.61 Unrealized -12.2%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $0 Shares 875 Est. Cost $217.76 Unrealized +17.3%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $0 Shares 1,774 Est. Cost $136.63 Unrealized -10.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $0 Shares 5,835 Est. Cost $38.02 Unrealized +5.2%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.1%
Value ($000) $0 Shares 3,647 Est. Cost $59.12 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $0 Shares 5,191 Est. Cost $1485.93 Unrealized
PLD PROLOGIS INC COM 0.1%
Value ($000) $0 Shares 1,993 Est. Cost $117.26 Unrealized -6.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $0 Shares 1,368 Est. Cost $162.79 Unrealized -3.8%
TMUS T MOBILE US INC COM 0.1%
Value ($000) $0 Shares 923 Est. Cost $120.07 Unrealized +86.1%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $0 Shares 4,384 Est. Cost $41.31 Unrealized +10.3%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $0 Shares 2,099 Est. Cost $91.05 Unrealized 0.0%
TLN TALEN ENERGY CORP COM 0.1%
Value ($000) $0 Shares 1,008 Est. Cost $195.05 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $0 Shares 10,840 Est. Cost $10.59 Unrealized +48.2%