Transamerica Financial Advisors, Inc. Diversified Active

CIK: 0001502149 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $4,842 (100.0% shares, 0.0% debt)

Holdings (192)

VV VANGUARD INDEX FDS 16.2%
Value ($000) $784 Shares 4,460 Est. Cost $142.61 Unrealized
BND VANGUARD BD INDEX FDS 8.6%
Value ($000) $418 Shares 4,732 Est. Cost $88.10 Unrealized
IWR ISHARES TR 5.5%
Value ($000) $265 Shares 3,858 Est. Cost $53.72 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 4.7%
Value ($000) $226 Shares 4,772 Est. Cost $38.85 Unrealized
IJR ISHARES TR 4.0%
Value ($000) $195 Shares 2,116 Est. Cost $68.56 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 3.2%
Value ($000) $155 Shares 2,745 Est. Cost $49.76 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 3.0%
Value ($000) $144 Shares 1,721 Est. Cost $82.61 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.0%
Value ($000) $143 Shares 2,848 Est. Cost $39.68 Unrealized
TIP ISHARES TR 2.7%
Value ($000) $131 Shares 1,021 Est. Cost $122.80 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.7%
Value ($000) $131 Shares 2,222 Est. Cost $57.72 Unrealized
QQQ INVESCO QQQ TR 2.5%
Value ($000) $123 Shares 392 Est. Cost $274.44 Unrealized
VNQ VANGUARD INDEX FDS 2.4%
Value ($000) $116 Shares 1,359 Est. Cost $78.70 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 2.0%
Value ($000) $96 Shares 678 Est. Cost $96.41 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 2.0%
Value ($000) $95 Shares 1,012 Est. Cost $74.47 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 1.9%
Value ($000) $92 Shares 1,282 Est. Cost $71.76 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 1.9%
Value ($000) $92 Shares 1,200 Est. Cost $46.52 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 1.9%
Value ($000) $91 Shares 654 Est. Cost $105.19 Unrealized
JNK SPDR SER TR 1.9%
Value ($000) $90 Shares 823 Est. Cost $101.36 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $89 Shares 416 Est. Cost $165.91 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 1.8%
Value ($000) $87 Shares 1,691 Est. Cost $37.41 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 1.8%
Value ($000) $86 Shares 769 Est. Cost $80.43 Unrealized
FTXR FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $86 Shares 3,056 Est. Cost $23.39 Unrealized
SCHC SCHWAB STRATEGIC TR 1.7%
Value ($000) $84 Shares 2,216 Est. Cost $29.67 Unrealized
VWOB VANGUARD WHITEHALL FDS 1.4%
Value ($000) $69 Shares 829 Est. Cost $77.85 Unrealized
EWX SPDR INDEX SH FDS 1.3%
Value ($000) $62 Shares 1,186 Est. Cost $40.92 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $55 Shares 464 Est. Cost $118.17 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 1.0%
Value ($000) $50 Shares 510 Est. Cost $75.52 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 1.0%
Value ($000) $50 Shares 798 Est. Cost $62.03 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 1.0%
Value ($000) $48 Shares 726 Est. Cost $47.33 Unrealized
MLPB UBS AG LONDON BRANCH 0.8%
Value ($000) $37 Shares 3,053 Est. Cost $11.54 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $34 Shares 346 Est. Cost $95.12 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $33 Shares 611 Est. Cost $54.36 Unrealized
SWEDISH EXPT CR CORP 0.7%
Value ($000) $33 Shares 6,653 Est. Cost $4.10 Unrealized
CWB SPDR SER TR 0.7%
Value ($000) $33 Shares 387 Est. Cost $60.50 Unrealized
PSK SPDR SER TR 0.7%
Value ($000) $32 Shares 718 Est. Cost $41.86 Unrealized
SHM SPDR SER TR 0.7%
Value ($000) $32 Shares 630 Est. Cost $49.89 Unrealized
IBND SPDR SER TR 0.7%
Value ($000) $32 Shares 832 Est. Cost $36.17 Unrealized
SPLB SPDR SER TR 0.7%
Value ($000) $32 Shares 959 Est. Cost $31.70 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $31 Shares 556 Est. Cost $46.92 Unrealized
IEF ISHARES TR 0.6%
Value ($000) $28 Shares 234 Est. Cost $121.79 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $15 Shares 197 Est. Cost $66.24 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $13 Shares 73 Est. Cost $166.84 Unrealized
EEMV ISHARES INC 0.3%
Value ($000) $13 Shares 205 Est. Cost $52.24 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $12 Shares 434 Est. Cost $26.59 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $11 Shares 45 Est. Cost $191.57 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $8 Shares 55 Est. Cost $117.19 Unrealized
FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $8 Shares 130 Est. Cost $40.36 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $8 Shares 193 Est. Cost $41.45 Unrealized
FGM FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $8 Shares 143 Est. Cost $40.62 Unrealized
FSZ FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $8 Shares 124 Est. Cost $48.99 Unrealized
FIRST TR BICK INDEX FD 0.2%
Value ($000) $8 Shares 201 Est. Cost $26.32 Unrealized
FXF INVESCO CURRENCYSHARES SWISS 0.1%
Value ($000) $7 Shares 66 Est. Cost $96.92 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $6 Shares 45 Est. Cost $101.77 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $5 Shares 113 Est. Cost $39.56 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $4 Shares 146 Est. Cost $16.99 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $3 Shares 14 Est. Cost $117.69 Unrealized +11.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $3 Shares 14 Est. Cost $143.86 Unrealized -1.7%
MRK MERCK & CO. INC 0.1%
Value ($000) $3 Shares 30 Est. Cost $63.26 Unrealized +2.5%
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $3 Shares 45 Est. Cost $41.30 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $3 Shares 1 Est. Cost $120.78 Unrealized +32.1%
TGT TARGET CORP 0.1%
Value ($000) $3 Shares 12 Est. Cost $98.18 Unrealized +47.6%
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.71 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 6 Est. Cost $172.31 Unrealized +14.9%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $28.21 Unrealized +13.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $2 Shares 6 Est. Cost $206.94 Unrealized -3.5%
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 58 Est. Cost $23.75 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.0%
Value ($000) $2 Shares 17 Est. Cost $67.34 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $85.63 Unrealized +1.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $2 Shares 3 Est. Cost $370.53 Unrealized +30.4%
FISV FISERV INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $98.74 Unrealized +9.1%
ABBV ABBVIE INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $75.00 Unrealized +5.3%
ABT ABBOTT LABS 0.0%
Value ($000) $2 Shares 11 Est. Cost $80.50 Unrealized +23.3%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $92.61 Unrealized +28.9%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $85.80 Unrealized -4.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 24 Est. Cost $47.92 Unrealized +4.4%
EBAY EBAY INC. 0.0%
Value ($000) $2 Shares 22 Est. Cost $49.17 Unrealized -5.0%
EFX EQUIFAX INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $157.47 Unrealized +2.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $2 Shares 18 Est. Cost $50.74 Unrealized +31.7%
INTU INTUIT 0.0%
Value ($000) $2 Shares 6 Est. Cost $264.89 Unrealized +28.5%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $2 Shares 8 Est. Cost $130.78 Unrealized +33.7%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $181.42 Unrealized +5.7%
FAST FASTENAL CO 0.0%
Value ($000) $2 Shares 26 Est. Cost $16.28 Unrealized +27.3%
FEDERAL RLTY INVT TR 0.0%
Value ($000) $2 Shares 15 Est. Cost $84.44 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $78.32 Unrealized +49.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $2 Shares 22 Est. Cost $67.61 Unrealized +11.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $94.34 Unrealized +6.4%
IDXX IDEXX LABS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $447.44 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $124.46 Unrealized +24.9%
WELL WELLTOWER INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $48.13 Unrealized +9.9%
WMT WALMART INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $38.07 Unrealized +18.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $40.75 Unrealized +7.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $124.42 Unrealized +5.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $178.97 Unrealized +10.1%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $26.94 Unrealized +27.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $118.62 Unrealized +38.0%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $346.08 Unrealized +14.6%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $126.74 Unrealized -0.2%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 124 Est. Cost $7.45 Unrealized +21.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $69.83 Unrealized +7.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $323.73 Unrealized -1.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $346.52 Unrealized +14.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $2 Shares 3 Est. Cost $11.60 Unrealized +15.1%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $44.36 Unrealized +7.2%
KLAC KLA CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $154.93 Unrealized +42.3%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $165.68 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $112.69 Unrealized +2.9%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $2 Shares 98 Est. Cost $9.37 Unrealized +13.1%
MSFT MICROSOFT CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $173.06 Unrealized +19.1%
MHK MOHAWK INDS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $89.92 Unrealized +34.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $44.56 Unrealized +12.5%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $74.49 Unrealized +19.1%
RY ROYAL BK CDA 0.0%
Value ($000) $1 Shares 6 Est. Cost $77.38 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $287.01 Unrealized +12.6%
ENZL ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $93.29 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $49.52 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $274.07 Unrealized -0.2%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $1 Shares 4 Est. Cost $124.24 Unrealized +2.6%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $81.74 Unrealized +20.1%
KR KROGER CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $28.78 Unrealized +1.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $513.28 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $193.25 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 4 Est. Cost $81.79 Unrealized +16.2%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $36.42 Unrealized +30.2%
NVR NVR INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $4157.18 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $58.96 Unrealized +30.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $390.57 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.78 Unrealized +9.4%
PFE PFIZER INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $25.99 Unrealized +10.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $54.79 Unrealized +10.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $85.95 Unrealized +23.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $101.53 Unrealized +21.3%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.13 Unrealized +18.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $70.96 Unrealized +75.7%
PWR QUANTA SVCS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $35.24 Unrealized +85.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $49.89 Unrealized +1.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $61.47 Unrealized -19.7%
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 15 Est. Cost $26.71 Unrealized
GGG GRACO INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $43.92 Unrealized +42.8%
ISHARES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
EWT ISHARES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $53.05 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $52.81 Unrealized +11.9%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $270.64 Unrealized +37.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.14 Unrealized +16.6%
HPQ HP INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $14.93 Unrealized +18.0%
EWZ ISHARES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $77.21 Unrealized
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 12 Est. Cost $34.06 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $227.84 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $199.72 Unrealized +21.4%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.79 Unrealized +5.2%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $53.20 Unrealized -17.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $179.26 Unrealized +38.5%
UGI UGI CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $30.33 Unrealized +15.4%
UNP UNION PAC CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $141.44 Unrealized +25.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $79.74 Unrealized +71.7%
VFC V F CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $58.24 Unrealized +37.2%
SPIB SPDR SER TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $36.57 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $70.79 Unrealized +20.3%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $99.52 Unrealized +35.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $330.32 Unrealized +40.0%
THOMSON REUTERS CORP. 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
TTC TORO CO 0.0%
Value ($000) $1 Shares 2 Est. Cost $65.68 Unrealized +34.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $93.55 Unrealized +23.6%
TSN TYSON FOODS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.24 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $102.42 Unrealized +14.7%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $251.75 Unrealized -1.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $117.40 Unrealized +18.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $165.41 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $79.57 Unrealized +12.3%
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $191.68 Unrealized +2.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $99.37 Unrealized +22.0%
T AT&T INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $15.50 Unrealized -0.8%
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $60.29 Unrealized +49.2%
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $300.33 Unrealized -13.7%
BLACKROCK INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $544.64 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $44.39 Unrealized +2.7%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 2 Est. Cost $636.54 Unrealized 0.0%
CHE CHEMED CORP NEW 0.0%
Value ($000) $1 Shares 1 Est. Cost $483.04 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $37.00 Unrealized -4.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.73 Unrealized +4.5%
KO COCA COLA CO 0.0%
Value ($000) $1 Shares 12 Est. Cost $38.72 Unrealized +14.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $62.36 Unrealized +17.7%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $279.18 Unrealized +24.4%
CMI CUMMINS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $139.25 Unrealized +42.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1 Shares 2 Est. Cost $140.03 Unrealized +40.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $62.76 Unrealized +1.0%
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $674.73 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.74 Unrealized +3.9%
EVRG EVERGY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.34 Unrealized -5.6%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $151.81 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1 Shares 5 Est. Cost $116.75 Unrealized +9.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $142.90 Unrealized +26.7%