NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $618,784 (100.0% shares, 0.0% debt)

Holdings (184)

FXNAX Fidelity US Bond Index Instl 11.2%
Value ($000) $69,148 Shares 6,130,097 Est. Cost $11.24 Unrealized
GUNR FlexShares Mstar Glbl Upstrm N 6.2%
Value ($000) $38,105 Shares 1,301,395 Est. Cost $30.51 Unrealized
FXAIX Fidelity 500 Index Fund 5.9%
Value ($000) $36,201 Shares 415,624 Est. Cost $91.50 Unrealized
MSFT Microsoft Corp 2.4%
Value ($000) $14,975 Shares 147,430 Est. Cost $26.70 Unrealized +274.5%
JNJ Johnson & Johnson 2.2%
Value ($000) $13,622 Shares 105,552 Est. Cost $61.74 Unrealized +84.9%
AAPL Apple Inc 2.1%
Value ($000) $13,014 Shares 82,505 Est. Cost $18.03 Unrealized +155.3%
JPM JP Morgan Chase & CO 2.0%
Value ($000) $12,412 Shares 127,146 Est. Cost $36.53 Unrealized +139.6%
FIPDX Fidelity Inflation Protected B 2.0%
Value ($000) $12,225 Shares 1,288,198 Est. Cost $9.62 Unrealized
XOM Exxonmobil Corp 2.0%
Value ($000) $12,189 Shares 178,755 Est. Cost $53.69 Unrealized +5.0%
PG Procter & Gamble CO 1.8%
Value ($000) $11,373 Shares 123,726 Est. Cost $55.00 Unrealized +35.9%
MCD McDonalds Corp 1.8%
Value ($000) $10,968 Shares 61,765 Est. Cost $71.80 Unrealized +109.1%
SDY SPDR S&P Dividend ETF 1.7%
Value ($000) $10,398 Shares 116,147 Est. Cost $69.78 Unrealized
CVX Chevron Corporation 1.5%
Value ($000) $9,334 Shares 85,794 Est. Cost $70.82 Unrealized +19.7%
PEP Pepsico Inc 1.4%
Value ($000) $8,514 Shares 77,063 Est. Cost $56.14 Unrealized +61.5%
PFE Pfizer Inc 1.3%
Value ($000) $8,280 Shares 189,686 Est. Cost $16.46 Unrealized +82.5%
INTC Intel Corp 1.3%
Value ($000) $8,033 Shares 171,156 Est. Cost $17.56 Unrealized +128.9%
LOW Lowes Cos Inc 1.3%
Value ($000) $7,963 Shares 86,212 Est. Cost $32.16 Unrealized +163.1%
MDY Midcap SPDR Trust Series 1 1.2%
Value ($000) $7,543 Shares 24,923 Est. Cost $210.09 Unrealized
BSIIX Blackrock Strategic Income Opp 1.2%
Value ($000) $7,282 Shares 758,563 Est. Cost $9.71 Unrealized
United Technologies Corp 1.2%
Value ($000) $7,193 Shares 67,555 Est. Cost $92.93 Unrealized
DIS Disney Walt CO New 1.1%
Value ($000) $6,884 Shares 62,781 Est. Cost $58.43 Unrealized +86.7%
ABT Abbott Labs 1.1%
Value ($000) $6,559 Shares 90,681 Est. Cost $29.22 Unrealized +112.7%
BHYIX Blackrock High Yield Bond Port 1.1%
Value ($000) $6,527 Shares 914,206 Est. Cost $7.44 Unrealized
NBTB NBT Bancorp Inc 1.0%
Value ($000) $6,430 Shares 185,900 Est. Cost $21.50 Unrealized +70.8%
UNP Union Pac Corp 1.0%
Value ($000) $6,417 Shares 46,426 Est. Cost $64.86 Unrealized +94.9%
VZ Verizon Communications 1.0%
Value ($000) $5,923 Shares 105,351 Est. Cost $27.05 Unrealized +42.8%
VOO Vanguard S&P 500 ETF 0.9%
Value ($000) $5,441 Shares 23,678 Est. Cost $175.72 Unrealized
CSCO Cisco Systems Inc 0.9%
Value ($000) $5,434 Shares 125,405 Est. Cost $15.41 Unrealized +139.6%
BMY Bristol Myers Squibb CO 0.9%
Value ($000) $5,305 Shares 102,074 Est. Cost $29.25 Unrealized +40.1%
IWM Ishares Russell 2000 ETF 0.8%
Value ($000) $5,233 Shares 39,082 Est. Cost $100.82 Unrealized
MRK Merck & CO Inc 0.8%
Value ($000) $5,195 Shares 67,990 Est. Cost $31.11 Unrealized +81.6%
WFC Wells Fargo & CO 0.8%
Value ($000) $5,153 Shares 111,827 Est. Cost $28.16 Unrealized +49.3%
GOOG Alphabet Inc Cl C 0.8%
Value ($000) $5,059 Shares 4,885 Est. Cost $36.34 Unrealized +46.2%
DowDuPont Inc 0.8%
Value ($000) $5,040 Shares 94,238 Est. Cost $69.24 Unrealized
ABBV Abbvie Inc 0.8%
Value ($000) $4,905 Shares 53,212 Est. Cost $27.95 Unrealized +131.8%
ADP Automatic Data Processing Inc 0.8%
Value ($000) $4,763 Shares 36,322 Est. Cost $45.09 Unrealized +168.7%
TROW T Rowe Price Group Inc 0.8%
Value ($000) $4,666 Shares 50,540 Est. Cost $47.73 Unrealized +53.2%
DHR Danaher Corp 0.7%
Value ($000) $4,451 Shares 43,163 Est. Cost $25.01 Unrealized +251.5%
BRK/B Berkshire Hathaway Inc-Cl B 0.7%
Value ($000) $4,365 Shares 21,377 Est. Cost $110.21 Unrealized +89.5%
BA Boeing CO 0.7%
Value ($000) $4,319 Shares 13,391 Est. Cost $81.07 Unrealized +313.2%
SPY SPDR S&P 500 ETF Trust 0.7%
Value ($000) $4,088 Shares 16,358 Est. Cost $160.40 Unrealized
EFA Ishares Msci Eafe ETF 0.6%
Value ($000) $3,987 Shares 67,824 Est. Cost $59.06 Unrealized
IBB Ishares Nasdaq Biotech ETF 0.6%
Value ($000) $3,882 Shares 40,260 Est. Cost $129.38 Unrealized
KO Coca Cola CO 0.6%
Value ($000) $3,854 Shares 81,391 Est. Cost $28.20 Unrealized +36.1%
UNH Unitedhealth Group Inc 0.6%
Value ($000) $3,630 Shares 14,570 Est. Cost $52.57 Unrealized +347.1%
EEM Ishares Msci Emerging Mkt ETF 0.6%
Value ($000) $3,484 Shares 89,195 Est. Cost $38.58 Unrealized
HON Honeywell International Inc 0.6%
Value ($000) $3,410 Shares 25,807 Est. Cost $58.52 Unrealized +101.1%
IBM Intl. Business Machines Corp 0.5%
Value ($000) $3,400 Shares 29,912 Est. Cost $116.94 Unrealized -24.8%
TJX TJX Cos Inc 0.5%
Value ($000) $3,392 Shares 75,810 Est. Cost $35.86 Unrealized +28.0%
DE Deere & CO 0.5%
Value ($000) $3,362 Shares 22,533 Est. Cost $91.72 Unrealized +43.7%
T AT&T Inc 0.5%
Value ($000) $3,162 Shares 110,777 Est. Cost $11.40 Unrealized +23.0%
LMT Lockheed Martin Corp 0.5%
Value ($000) $3,156 Shares 12,053 Est. Cost $71.65 Unrealized +249.0%
CAT Caterpillar Inc 0.5%
Value ($000) $3,098 Shares 24,383 Est. Cost $61.21 Unrealized +82.2%
NKE Nike Inc-Class B 0.5%
Value ($000) $3,040 Shares 40,997 Est. Cost $40.73 Unrealized +67.3%
KRE SPDR S&P Regional Banking ETF 0.5%
Value ($000) $3,013 Shares 64,395 Est. Cost $35.16 Unrealized
CVS CVS Health Corp 0.5%
Value ($000) $2,996 Shares 45,731 Est. Cost $41.82 Unrealized +42.0%
QCOM Qualcomm Inc 0.5%
Value ($000) $2,964 Shares 52,081 Est. Cost $44.48 Unrealized +14.3%
PFF Ishares S&P Pref Stk ETF 0.5%
Value ($000) $2,959 Shares 86,444 Est. Cost $39.14 Unrealized
TGT Target Corp 0.5%
Value ($000) $2,926 Shares 44,267 Est. Cost $48.21 Unrealized +31.3%
DON WisdomTree MidCap Dividend ETF 0.5%
Value ($000) $2,919 Shares 92,315 Est. Cost $31.99 Unrealized
NEE Nextera Energy Inc 0.5%
Value ($000) $2,869 Shares 16,503 Est. Cost $14.28 Unrealized +156.7%
GOOGL Alphabet Inc Cl A 0.5%
Value ($000) $2,859 Shares 2,736 Est. Cost $37.27 Unrealized +43.9%
PM Philip Morris International 0.4%
Value ($000) $2,765 Shares 41,411 Est. Cost $49.85 Unrealized +14.9%
XLU Utilities Select Sector SPDR 0.4%
Value ($000) $2,721 Shares 51,414 Est. Cost $38.82 Unrealized
WMT Wal Mart Inc 0.4%
Value ($000) $2,608 Shares 27,994 Est. Cost $20.15 Unrealized +42.8%
MO Altria Group Inc 0.4%
Value ($000) $2,566 Shares 51,948 Est. Cost $16.28 Unrealized +103.5%
NVS Novartis Ag Spons ADR 0.4%
Value ($000) $2,562 Shares 29,856 Est. Cost $71.85 Unrealized
ORCL Oracle Corporation 0.4%
Value ($000) $2,475 Shares 54,812 Est. Cost $28.30 Unrealized +52.5%
PRU Prudential Finl Inc 0.4%
Value ($000) $2,372 Shares 29,086 Est. Cost $38.93 Unrealized +66.2%
MCHP Microchip Technology Inc 0.4%
Value ($000) $2,365 Shares 32,885 Est. Cost $15.64 Unrealized +97.4%
Linde PLC 0.4%
Value ($000) $2,334 Shares 14,957 Est. Cost $156.05 Unrealized
MMM 3m CO 0.4%
Value ($000) $2,266 Shares 11,892 Est. Cost $61.26 Unrealized +109.3%
V Visa Inc Cl A 0.3%
Value ($000) $2,019 Shares 15,304 Est. Cost $109.16 Unrealized +20.4%
D Dominion Resources Inc 0.3%
Value ($000) $1,965 Shares 27,495 Est. Cost $35.08 Unrealized +51.8%
AWK American Water Works CO Inc 0.3%
Value ($000) $1,964 Shares 21,631 Est. Cost $32.48 Unrealized +145.9%
GWW Grainger W W Inc 0.3%
Value ($000) $1,945 Shares 6,890 Est. Cost $201.89 Unrealized +34.0%
MDT Medtronic PLC 0.3%
Value ($000) $1,933 Shares 21,251 Est. Cost $58.11 Unrealized +32.7%
XLK Technology Select Sect SPDR 0.3%
Value ($000) $1,904 Shares 30,720 Est. Cost $30.59 Unrealized
CL Colgate Palmolive CO 0.3%
Value ($000) $1,883 Shares 31,628 Est. Cost $44.38 Unrealized +19.2%
NSC Norfolk Southern Corp 0.3%
Value ($000) $1,828 Shares 12,228 Est. Cost $60.45 Unrealized +135.5%
IJH Ishares Core S&P Mid-Cap ETF 0.3%
Value ($000) $1,817 Shares 10,942 Est. Cost $116.15 Unrealized
SLB Schlumberger Ltd 0.3%
Value ($000) $1,707 Shares 47,328 Est. Cost $53.41 Unrealized -24.7%
XLRE Real Estate Select Sect SPDR 0.3%
Value ($000) $1,697 Shares 54,768 Est. Cost $31.43 Unrealized
ECL Ecolab Inc 0.3%
Value ($000) $1,691 Shares 11,474 Est. Cost $73.90 Unrealized +91.4%
XLB Materials Select SPDR Fund 0.3%
Value ($000) $1,668 Shares 33,031 Est. Cost $43.00 Unrealized
MOO Vaneck Vectors Agribusiness ET 0.3%
Value ($000) $1,624 Shares 28,537 Est. Cost $48.03 Unrealized
ALV Autoliv Inc 0.3%
Value ($000) $1,615 Shares 22,998 Est. Cost $40.38 Unrealized +69.2%
VNQ Vanguard Real Estate ETF 0.3%
Value ($000) $1,593 Shares 21,366 Est. Cost $71.51 Unrealized
APD Air Products & Chemicals Inc 0.3%
Value ($000) $1,586 Shares 9,907 Est. Cost $61.68 Unrealized +116.0%
XLY Consumer Discretionary Selt 0.3%
Value ($000) $1,572 Shares 15,877 Est. Cost $56.41 Unrealized
SO Southern Company 0.2%
Value ($000) $1,515 Shares 34,493 Est. Cost $26.73 Unrealized +28.2%
HD Home Depot Inc 0.2%
Value ($000) $1,508 Shares 8,778 Est. Cost $61.21 Unrealized +145.7%
CLX Clorox Company 0.2%
Value ($000) $1,485 Shares 9,637 Est. Cost $60.55 Unrealized +109.0%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $1,429 Shares 8,557 Est. Cost $121.94 Unrealized +40.1%
DES WisdomTree SmallCap Dividend E 0.2%
Value ($000) $1,374 Shares 56,005 Est. Cost $24.53 Unrealized
CRM Salesforce.Com 0.2%
Value ($000) $1,365 Shares 9,970 Est. Cost $113.61 Unrealized +19.6%
USB US Bancorp New 0.2%
Value ($000) $1,330 Shares 29,106 Est. Cost $22.80 Unrealized +67.9%
DIA SPDR Dow Jones Industrial Aver 0.2%
Value ($000) $1,325 Shares 5,685 Est. Cost $148.55 Unrealized
IEMG Ishares Core Emerging Markets 0.2%
Value ($000) $1,287 Shares 27,281 Est. Cost $47.18 Unrealized
IYZ Ishares DJ US Telcom Sector ET 0.2%
Value ($000) $1,266 Shares 48,048 Est. Cost $28.05 Unrealized
MDLZ Mondelez International Inc 0.2%
Value ($000) $1,260 Shares 31,486 Est. Cost $23.90 Unrealized +49.8%
EMR Emerson Elec CO 0.2%
Value ($000) $1,233 Shares 20,646 Est. Cost $40.46 Unrealized +40.9%
VWO Vanguard Ftse Emerging Markets 0.2%
Value ($000) $1,217 Shares 31,927 Est. Cost $40.00 Unrealized
LLY Lilly Eli & CO 0.2%
Value ($000) $1,143 Shares 9,878 Est. Cost $48.14 Unrealized +110.6%
XLV Health Care Select Sector SPDR 0.2%
Value ($000) $1,129 Shares 13,049 Est. Cost $51.91 Unrealized
XLI Industrial Select Sector SPDR 0.2%
Value ($000) $1,083 Shares 16,815 Est. Cost $42.64 Unrealized
VCIT Vanguard Inter Term Corp Bond 0.2%
Value ($000) $1,044 Shares 12,591 Est. Cost $83.00 Unrealized
FISV Fiserv Inc 0.2%
Value ($000) $991 Shares 13,481 Est. Cost $46.59 Unrealized +65.9%
SYY Sysco Corp 0.2%
Value ($000) $984 Shares 15,704 Est. Cost $24.65 Unrealized +126.1%
C Citigroup Inc 0.2%
Value ($000) $957 Shares 18,381 Est. Cost $42.18 Unrealized +17.0%
GD General Dynamics Corp 0.2%
Value ($000) $944 Shares 6,006 Est. Cost $110.37 Unrealized +37.8%
GIS General Mls Inc 0.2%
Value ($000) $942 Shares 24,191 Est. Cost $32.73 Unrealized +0.7%
AMZN Amazon.Com Inc 0.2%
Value ($000) $936 Shares 623 Est. Cost $47.00 Unrealized +76.9%
XLF Financial Select Sector SPDR 0.2%
Value ($000) $931 Shares 39,089 Est. Cost $19.45 Unrealized
Activision Blizzard, Inc 0.1%
Value ($000) $892 Shares 19,149 Est. Cost $34.52 Unrealized
COP Conocophillips 0.1%
Value ($000) $879 Shares 14,087 Est. Cost $39.96 Unrealized +33.7%
General Electric Corp 0.1%
Value ($000) $875 Shares 115,571 Est. Cost $23.19 Unrealized
BAX Baxter Intl Inc 0.1%
Value ($000) $859 Shares 13,047 Est. Cost $31.56 Unrealized +86.8%
TXT Textron Inc 0.1%
Value ($000) $839 Shares 18,250 Est. Cost $26.50 Unrealized +110.1%
SCZ Ishares Msci Eafe Small Cap ET 0.1%
Value ($000) $813 Shares 15,695 Est. Cost $51.80 Unrealized
Apache Corp 0.1%
Value ($000) $811 Shares 30,890 Est. Cost $69.50 Unrealized
CMCSA ComCast Corp-Cl A 0.1%
Value ($000) $803 Shares 23,580 Est. Cost $23.95 Unrealized +27.0%
BAC Bank of America Corp 0.1%
Value ($000) $799 Shares 32,443 Est. Cost $12.09 Unrealized +88.6%
ETN Eaton Corp PLC 0.1%
Value ($000) $774 Shares 11,272 Est. Cost $48.43 Unrealized +34.3%
AMGN Amgen Inc 0.1%
Value ($000) $739 Shares 3,795 Est. Cost $100.89 Unrealized +55.4%
AXP American Express CO 0.1%
Value ($000) $728 Shares 7,643 Est. Cost $63.93 Unrealized +48.6%
NUE Nucor Corp 0.1%
Value ($000) $725 Shares 14,005 Est. Cost $35.43 Unrealized +43.1%
GLW Corning Inc 0.1%
Value ($000) $715 Shares 23,666 Est. Cost $13.56 Unrealized +93.0%
AROW Arrow Finl Corp 0.1%
Value ($000) $710 Shares 22,183 Est. Cost $24.66 Unrealized 0.0%
BDX Becton Dickinson 0.1%
Value ($000) $675 Shares 2,993 Est. Cost $85.05 Unrealized +144.8%
UPS United Parcel Service Cl B 0.1%
Value ($000) $660 Shares 6,767 Est. Cost $59.81 Unrealized +37.2%
SPIB SPDR Portfolio Intermediate Te 0.1%
Value ($000) $655 Shares 19,828 Est. Cost $33.61 Unrealized
XLE Energy Select Sector SPDR 0.1%
Value ($000) $654 Shares 11,401 Est. Cost $77.03 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $638 Shares 9,442 Est. Cost $30.87 Unrealized +47.7%
CI Cigna Corp 0.1%
Value ($000) $634 Shares 3,335 Est. Cost $190.77 Unrealized 0.0%
YUM Yum! Brands Inc 0.1%
Value ($000) $628 Shares 6,825 Est. Cost $40.41 Unrealized +94.0%
Glaxo Smithkline Spons ADR 0.1%
Value ($000) $615 Shares 16,091 Est. Cost $49.12 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $608 Shares 8,892 Est. Cost $84.60 Unrealized
XLP Consumer Staples Select Sector 0.1%
Value ($000) $608 Shares 11,966 Est. Cost $40.11 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $605 Shares 5,315 Est. Cost $63.75 Unrealized +35.5%
FSMDX Fidelity Mid Cap Index Fund 0.1%
Value ($000) $568 Shares 30,515 Est. Cost $18.61 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $560 Shares 11,897 Est. Cost $22.38 Unrealized +77.2%
Veoneer Incorporated Com 0.1%
Value ($000) $544 Shares 23,106 Est. Cost $55.09 Unrealized
XYL Xylem Inc 0.1%
Value ($000) $543 Shares 8,142 Est. Cost $24.87 Unrealized +155.5%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $537 Shares 7,133 Est. Cost $58.85 Unrealized +18.8%
SYK Stryker Corporation 0.1%
Value ($000) $537 Shares 3,427 Est. Cost $60.00 Unrealized +157.9%
COST Costco Wholesale Corp 0.1%
Value ($000) $518 Shares 2,541 Est. Cost $125.39 Unrealized +61.1%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $478 Shares 4,603 Est. Cost $72.89 Unrealized +45.5%
HYG Ishares IBoxx High Yield Corpo 0.1%
Value ($000) $461 Shares 5,685 Est. Cost $83.59 Unrealized
MET Metlife Inc 0.1%
Value ($000) $447 Shares 10,886 Est. Cost $30.11 Unrealized +11.8%
DUK Duke Energy Corp 0.1%
Value ($000) $444 Shares 5,143 Est. Cost $48.58 Unrealized +31.5%
META Facebook Inc-A 0.1%
Value ($000) $437 Shares 3,336 Est. Cost $119.29 Unrealized +20.6%
Celgene Corp 0.1%
Value ($000) $419 Shares 6,529 Est. Cost $114.98 Unrealized
CSX Csx Corp 0.1%
Value ($000) $417 Shares 6,709 Est. Cost $7.93 Unrealized +163.5%
KHC Kraft Heinz CO 0.1%
Value ($000) $416 Shares 9,658 Est. Cost $48.07 Unrealized -23.8%
BP BP PLC Spons ADR 0.1%
Value ($000) $387 Shares 10,190 Est. Cost $36.23 Unrealized
BBY Best Buy Company Inc 0.1%
Value ($000) $378 Shares 7,131 Est. Cost $21.26 Unrealized +133.6%
EXC Exelon Corp 0.1%
Value ($000) $378 Shares 8,379 Est. Cost $16.30 Unrealized +52.9%
STT State Street Corp 0.1%
Value ($000) $366 Shares 5,813 Est. Cost $48.20 Unrealized +17.9%
ITW Illinois Tool Wks Inc 0.1%
Value ($000) $361 Shares 2,846 Est. Cost $51.36 Unrealized +115.2%
BIV Vanguard Intermediate-Term Bon 0.1%
Value ($000) $355 Shares 4,370 Est. Cost $83.42 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $325 Shares 5,200 Est. Cost $48.14 Unrealized +10.1%
BIIB Biogen Inc 0.1%
Value ($000) $319 Shares 1,059 Est. Cost $296.01 Unrealized +7.8%
SCHW Charles Schwab Corp 0.0%
Value ($000) $282 Shares 6,785 Est. Cost $37.71 Unrealized +8.5%
KSS Kohls Corp 0.0%
Value ($000) $267 Shares 4,020 Est. Cost $47.23 Unrealized +48.6%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $266 Shares 3,361 Est. Cost $83.00 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $265 Shares 4,111 Est. Cost $53.65 Unrealized 0.0%
UVSP Univest Corp of Pennsylvania 0.0%
Value ($000) $255 Shares 11,812 Est. Cost $26.66 Unrealized -8.8%
PEG Public Service Enterprise Grou 0.0%
Value ($000) $250 Shares 4,807 Est. Cost $23.96 Unrealized +76.5%
BHP BHP Group Ltd Spons ADR 0.0%
Value ($000) $249 Shares 5,149 Est. Cost $34.73 Unrealized
VFC V.F. Corp 0.0%
Value ($000) $243 Shares 3,394 Est. Cost $61.51 Unrealized +24.4%
Royal Dutch Shell Spons ADR 0.0%
Value ($000) $236 Shares 4,046 Est. Cost $61.64 Unrealized
IGSB ISHARES TR SHORT-TERM CORP BD 0.0%
Value ($000) $231 Shares 4,478 Est. Cost $81.05 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $231 Shares 5,185 Est. Cost $42.24 Unrealized 0.0%
AGG Ishares Core Total U.S. Aggreg 0.0%
Value ($000) $227 Shares 2,130 Est. Cost $109.63 Unrealized
Dreyfus International Stock I 0.0%
Value ($000) $220 Shares 12,957 Est. Cost $16.98 Unrealized
DLR Digital Realty Trust Inc REIT 0.0%
Value ($000) $219 Shares 2,056 Est. Cost $86.71 Unrealized -0.6%
AMT American Tower Corp REIT 0.0%
Value ($000) $216 Shares 1,365 Est. Cost $129.50 Unrealized 0.0%
FSSNX Fidelity Small Cap Index Fund 0.0%
Value ($000) $209 Shares 12,099 Est. Cost $17.27 Unrealized
Dreyfus International Stock In 0.0%
Value ($000) $194 Shares 12,908 Est. Cost $15.03 Unrealized
MIMSX Bny Mellon Fds Mid Cap Multi-S 0.0%
Value ($000) $168 Shares 11,768 Est. Cost $14.28 Unrealized
KEY Keycorp 0.0%
Value ($000) $164 Shares 11,062 Est. Cost $8.36 Unrealized +49.7%
MIEGX BNY Mellon Fds Emerging Market 0.0%
Value ($000) $149 Shares 15,064 Est. Cost $9.89 Unrealized
FMAGX Fidelity Magellan Fd 0.0%
Value ($000) $93 Shares 10,403 Est. Cost $11.34 Unrealized