Transamerica Financial Advisors, Inc. Diversified Active

CIK: 0001502149 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $4,106 (100.0% shares, 0.0% debt)

Holdings (199)

VV VANGUARD INDEX FDS 17.5%
Value ($000) $720 Shares 3,884 Est. Cost $142.61 Unrealized
BND VANGUARD BD INDEX FDS 7.5%
Value ($000) $306 Shares 3,607 Est. Cost $88.10 Unrealized
IWR ISHARES TR 5.7%
Value ($000) $234 Shares 3,153 Est. Cost $53.72 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 4.8%
Value ($000) $197 Shares 3,995 Est. Cost $38.85 Unrealized
IJR ISHARES TR 4.3%
Value ($000) $175 Shares 1,604 Est. Cost $68.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.0%
Value ($000) $125 Shares 2,385 Est. Cost $39.68 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 3.0%
Value ($000) $124 Shares 2,129 Est. Cost $49.76 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 2.8%
Value ($000) $117 Shares 1,406 Est. Cost $72.77 Unrealized
VNQ VANGUARD INDEX FDS 2.8%
Value ($000) $114 Shares 1,239 Est. Cost $78.70 Unrealized
PXI INVESCO EXCHANGE TRADED FD T 2.7%
Value ($000) $109 Shares 4,363 Est. Cost $24.98 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 2.7%
Value ($000) $109 Shares 1,064 Est. Cost $75.83 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 2.6%
Value ($000) $106 Shares 1,195 Est. Cost $46.52 Unrealized
TIP ISHARES TR 2.2%
Value ($000) $90 Shares 715 Est. Cost $122.80 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.1%
Value ($000) $86 Shares 1,497 Est. Cost $57.72 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 1.8%
Value ($000) $74 Shares 512 Est. Cost $105.19 Unrealized
SCHC SCHWAB STRATEGIC TR 1.8%
Value ($000) $74 Shares 1,867 Est. Cost $29.67 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 1.7%
Value ($000) $71 Shares 1,239 Est. Cost $56.72 Unrealized
FTXR FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $69 Shares 2,085 Est. Cost $23.39 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 1.7%
Value ($000) $69 Shares 606 Est. Cost $80.43 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 1.6%
Value ($000) $67 Shares 1,135 Est. Cost $37.41 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value ($000) $64 Shares 200 Est. Cost $274.44 Unrealized
JNK SPDR SER TR 1.4%
Value ($000) $56 Shares 507 Est. Cost $101.36 Unrealized
EWX SPDR INDEX SH FDS 1.3%
Value ($000) $55 Shares 985 Est. Cost $40.92 Unrealized
TLT ISHARES TR 1.3%
Value ($000) $54 Shares 399 Est. Cost $135.34 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $48 Shares 577 Est. Cost $82.61 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $44 Shares 380 Est. Cost $118.17 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 1.0%
Value ($000) $40 Shares 561 Est. Cost $62.03 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.9%
Value ($000) $39 Shares 495 Est. Cost $77.85 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.9%
Value ($000) $38 Shares 410 Est. Cost $92.68 Unrealized
FYT FIRST TR EXCHANGE-TRADED ALP 0.9%
Value ($000) $37 Shares 732 Est. Cost $50.55 Unrealized
SHM SPDR SER TR 0.8%
Value ($000) $33 Shares 661 Est. Cost $49.89 Unrealized
MLPB UBS AG LONDON BRANCH 0.7%
Value ($000) $29 Shares 2,049 Est. Cost $11.54 Unrealized
IEF ISHARES TR 0.7%
Value ($000) $28 Shares 244 Est. Cost $121.50 Unrealized
SWEDISH EXPT CR CORP 0.7%
Value ($000) $28 Shares 4,951 Est. Cost $4.10 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $27 Shares 475 Est. Cost $46.92 Unrealized
PSK SPDR SER TR 0.6%
Value ($000) $26 Shares 584 Est. Cost $41.86 Unrealized
IBND SPDR SER TR 0.6%
Value ($000) $25 Shares 694 Est. Cost $36.17 Unrealized
WIP SPDR SER TR 0.6%
Value ($000) $25 Shares 447 Est. Cost $55.93 Unrealized
SRLN SSGA ACTIVE ETF TR 0.6%
Value ($000) $25 Shares 546 Est. Cost $45.79 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $12 Shares 75 Est. Cost $166.66 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $12 Shares 446 Est. Cost $26.59 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $11 Shares 43 Est. Cost $191.57 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $11 Shares 151 Est. Cost $66.24 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $11 Shares 114 Est. Cost $95.12 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $11 Shares 204 Est. Cost $54.36 Unrealized
EEMV ISHARES INC 0.2%
Value ($000) $10 Shares 144 Est. Cost $52.24 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $9 Shares 55 Est. Cost $117.19 Unrealized
FXF INVESCO CURRENCYSHARES SWISS 0.2%
Value ($000) $7 Shares 66 Est. Cost $96.92 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $7 Shares 45 Est. Cost $101.77 Unrealized
FIRST TR BICK INDEX FD 0.1%
Value ($000) $6 Shares 149 Est. Cost $26.32 Unrealized
FSZ FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $6 Shares 89 Est. Cost $48.99 Unrealized
FGM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $6 Shares 105 Est. Cost $40.62 Unrealized
FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $6 Shares 92 Est. Cost $40.36 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $6 Shares 136 Est. Cost $41.45 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $5 Shares 20 Est. Cost $165.91 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $5 Shares 91 Est. Cost $39.56 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $4 Shares 134 Est. Cost $16.99 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $3 Shares 15 Est. Cost $146.68 Unrealized +26.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $3 Shares 13 Est. Cost $126.16 Unrealized +16.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $3 Shares 24 Est. Cost $68.26 Unrealized +10.5%
ABBV ABBVIE INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $75.00 Unrealized +18.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $85.63 Unrealized +14.1%
AMZN AMAZON COM INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $120.78 Unrealized +31.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $2 Shares 5 Est. Cost $206.94 Unrealized -7.1%
AAPL APPLE INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $78.32 Unrealized +59.7%
BIIB BIOGEN INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $290.12 Unrealized -7.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $30.64 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 24 Est. Cost $47.92 Unrealized +6.5%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $86.98 Unrealized +5.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $28.73 Unrealized +30.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $2 Shares 22 Est. Cost $43.04 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $94.34 Unrealized +13.9%
EBAY EBAY INC. 0.0%
Value ($000) $2 Shares 25 Est. Cost $49.65 Unrealized +7.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $2 Shares 17 Est. Cost $50.74 Unrealized +53.4%
EFX EQUIFAX INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $157.47 Unrealized +8.3%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $181.42 Unrealized +19.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $346.52 Unrealized +12.5%
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $98.18 Unrealized +66.2%
MHK MOHAWK INDS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $89.92 Unrealized +85.3%
INTU INTUIT 0.0%
Value ($000) $2 Shares 3 Est. Cost $264.89 Unrealized +41.1%
MSFT MICROSOFT CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $173.06 Unrealized +28.8%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
MRK MERCK & CO. INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $63.26 Unrealized -0.3%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $2 Shares 14 Est. Cost $69.83 Unrealized +20.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 4 Est. Cost $317.79 Unrealized -5.6%
KLAC KLA CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $154.93 Unrealized +84.5%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $2 Shares 89 Est. Cost $9.37 Unrealized +52.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $112.69 Unrealized -1.6%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $102.43 Unrealized +24.2%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $165.68 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $40.85 Unrealized +3.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $92.61 Unrealized +31.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $2 Shares 3 Est. Cost $11.60 Unrealized +15.6%
NVR NVR INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $4157.18 Unrealized +7.9%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $44.36 Unrealized +31.0%
WELL WELLTOWER INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $48.65 Unrealized +21.3%
WMT WALMART INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $38.07 Unrealized +13.8%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $2 Shares 19 Est. Cost $51.49 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $124.46 Unrealized +21.9%
IDXX IDEXX LABS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $447.44 Unrealized +12.0%
ABT ABBOTT LABS 0.0%
Value ($000) $2 Shares 12 Est. Cost $82.84 Unrealized +31.1%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $178.97 Unrealized +54.7%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $26.94 Unrealized +38.0%
HSY HERSHEY CO 0.0%
Value ($000) $2 Shares 10 Est. Cost $117.69 Unrealized +13.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $118.62 Unrealized +48.9%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $354.89 Unrealized +7.5%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $128.45 Unrealized +12.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 102 Est. Cost $7.45 Unrealized +61.6%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.71 Unrealized
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
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $2 Shares 18 Est. Cost $75.52 Unrealized
FISV FISERV INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $100.07 Unrealized +14.7%
FEDERAL RLTY INVT TR 0.0%
Value ($000) $2 Shares 16 Est. Cost $86.98 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $2 Shares 27 Est. Cost $16.47 Unrealized +29.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $99.52 Unrealized +52.1%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $43.31 Unrealized 0.0%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $151.81 Unrealized +29.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1 Shares 4 Est. Cost $116.75 Unrealized +4.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $49.89 Unrealized -1.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $61.47 Unrealized -13.2%
GGG GRACO INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $43.92 Unrealized +51.9%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $270.64 Unrealized +35.5%
HD HOME DEPOT INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $199.72 Unrealized +22.4%
HPQ HP INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $14.93 Unrealized +56.3%
EVRG EVERGY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.34 Unrealized -4.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $390.57 Unrealized -1.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $330.32 Unrealized +42.6%
THOMSON REUTERS CORP. 0.0%
Value ($000) $1 Shares 10 Est. Cost $90.91 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $93.55 Unrealized +42.3%
TSN TYSON FOODS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.24 Unrealized +11.8%
UGI UGI CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $30.33 Unrealized +27.4%
UNP UNION PAC CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $141.44 Unrealized +33.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $79.74 Unrealized +65.5%
VFC V F CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $58.24 Unrealized +39.4%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.14 Unrealized +17.4%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $53.22 Unrealized +1.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $142.90 Unrealized +29.4%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $53.20 Unrealized +1.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $179.26 Unrealized +40.3%
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 12 Est. Cost $34.06 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 15 Est. Cost $26.71 Unrealized
EWZ ISHARES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $77.21 Unrealized
EWT ISHARES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $53.05 Unrealized
ISHARES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $227.84 Unrealized
ENZL ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $93.29 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $1 Shares 4 Est. Cost $124.24 Unrealized +13.3%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $513.28 Unrealized -2.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $193.25 Unrealized -1.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 4 Est. Cost $81.79 Unrealized +24.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $44.56 Unrealized +11.7%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $36.42 Unrealized +54.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $58.96 Unrealized +36.3%
MMM 3M CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $102.42 Unrealized +22.1%
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $191.68 Unrealized +6.8%
CWB SPDR SER TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $60.50 Unrealized
DISCOVERY INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $172.31 Unrealized +7.0%
SPIB SPDR SER TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $36.57 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $62.22 Unrealized -6.0%
CHE CHEMED CORP NEW 0.0%
Value ($000) $1 Shares 1 Est. Cost $483.04 Unrealized -0.2%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $87.07 Unrealized +12.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $165.41 Unrealized +21.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $117.40 Unrealized +17.3%
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $674.73 Unrealized -7.4%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.74 Unrealized +5.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $251.75 Unrealized -4.6%
PEP PEPSICO INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.78 Unrealized +6.4%
PFE PFIZER INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.40 Unrealized +6.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $54.79 Unrealized +21.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $85.95 Unrealized +61.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $103.89 Unrealized +11.4%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.13 Unrealized +18.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $70.96 Unrealized +82.8%
PWR QUANTA SVCS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $35.24 Unrealized +123.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $65.24 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $74.49 Unrealized +18.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $1 Shares 1 Est. Cost $370.53 Unrealized +26.2%
RY ROYAL BK CDA 0.0%
Value ($000) $1 Shares 11 Est. Cost $81.77 Unrealized +6.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $287.01 Unrealized +11.4%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $274.07 Unrealized -9.8%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 2 Est. Cost $636.54 Unrealized -1.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $44.39 Unrealized +10.2%
SO SOUTHERN CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $49.58 Unrealized +0.5%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 14 Est. Cost $49.50 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $41.65 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $544.64 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $156.66 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $79.58 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $37.00 Unrealized +9.8%
CLX CLOROX CO DEL 0.0%
Value ($000) $1 Shares 3 Est. Cost $168.73 Unrealized -2.2%
KO COCA COLA CO 0.0%
Value ($000) $1 Shares 13 Est. Cost $39.08 Unrealized +11.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $62.36 Unrealized +12.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $279.18 Unrealized +18.1%
CMI CUMMINS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $139.25 Unrealized +59.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1 Shares 2 Est. Cost $140.03 Unrealized +41.9%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.72 Unrealized 0.0%