Transamerica Financial Advisors, Inc. Diversified Active

CIK: 0001502149 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 10, 2021

Total Value ($000): $4,089 (100.0% shares, 0.0% debt)

Holdings (205)

VV VANGUARD INDEX FDS 18.1%
Value ($000) $741 Shares 3,691 Est. Cost $142.61 Unrealized
BND VANGUARD BD INDEX FDS 7.9%
Value ($000) $323 Shares 3,752 Est. Cost $88.03 Unrealized
IWR ISHARES TR 5.7%
Value ($000) $233 Shares 2,933 Est. Cost $53.72 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 5.0%
Value ($000) $205 Shares 3,972 Est. Cost $38.85 Unrealized
IJR ISHARES TR 3.8%
Value ($000) $156 Shares 1,374 Est. Cost $68.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.2%
Value ($000) $129 Shares 2,360 Est. Cost $39.68 Unrealized
QQQ INVESCO QQQ TR 3.1%
Value ($000) $125 Shares 350 Est. Cost $309.89 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 3.0%
Value ($000) $124 Shares 1,320 Est. Cost $51.01 Unrealized
PXI INVESCO EXCHANGE TRADED FD T 2.9%
Value ($000) $120 Shares 3,907 Est. Cost $24.98 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 2.9%
Value ($000) $118 Shares 1,182 Est. Cost $78.23 Unrealized
VNQ VANGUARD INDEX FDS 2.8%
Value ($000) $116 Shares 1,137 Est. Cost $78.70 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 2.8%
Value ($000) $113 Shares 1,282 Est. Cost $72.77 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 2.7%
Value ($000) $112 Shares 1,835 Est. Cost $49.76 Unrealized
TIP ISHARES TR 2.3%
Value ($000) $94 Shares 728 Est. Cost $122.91 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.2%
Value ($000) $88 Shares 1,538 Est. Cost $57.70 Unrealized
SCHC SCHWAB STRATEGIC TR 1.9%
Value ($000) $76 Shares 1,823 Est. Cost $29.67 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 1.7%
Value ($000) $69 Shares 429 Est. Cost $105.19 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 1.5%
Value ($000) $63 Shares 1,059 Est. Cost $56.72 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 1.5%
Value ($000) $62 Shares 499 Est. Cost $80.43 Unrealized
FTXR FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $62 Shares 1,816 Est. Cost $23.39 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 1.5%
Value ($000) $60 Shares 982 Est. Cost $37.41 Unrealized
EWX SPDR INDEX SHS FDS 1.4%
Value ($000) $59 Shares 954 Est. Cost $40.92 Unrealized
JNK SPDR SER TR 1.4%
Value ($000) $56 Shares 504 Est. Cost $101.36 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $49 Shares 591 Est. Cost $82.61 Unrealized
VWOB VANGUARD WHITEHALL FDS 1.0%
Value ($000) $42 Shares 521 Est. Cost $77.99 Unrealized
AGG ISHARES TR 0.9%
Value ($000) $37 Shares 314 Est. Cost $118.17 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.9%
Value ($000) $37 Shares 501 Est. Cost $62.03 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.8%
Value ($000) $34 Shares 361 Est. Cost $92.68 Unrealized
SHM SPDR SER TR 0.8%
Value ($000) $34 Shares 680 Est. Cost $49.89 Unrealized
FYT FIRST TR EXCHANGE-TRADED ALP 0.8%
Value ($000) $33 Shares 644 Est. Cost $50.55 Unrealized
MLPB UBS AG LONDON BRANCH 0.8%
Value ($000) $32 Shares 1,847 Est. Cost $11.54 Unrealized
SWEDISH EXPT CR CORP 0.7%
Value ($000) $30 Shares 4,721 Est. Cost $4.10 Unrealized
IEF ISHARES TR 0.7%
Value ($000) $29 Shares 251 Est. Cost $121.33 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $28 Shares 469 Est. Cost $46.92 Unrealized
PSK SPDR SER TR 0.5%
Value ($000) $22 Shares 481 Est. Cost $41.86 Unrealized
SRLN SSGA ACTIVE ETF TR 0.5%
Value ($000) $21 Shares 451 Est. Cost $45.79 Unrealized
WIP SPDR SER TR 0.5%
Value ($000) $21 Shares 365 Est. Cost $55.93 Unrealized
IBND SPDR SER TR 0.5%
Value ($000) $21 Shares 563 Est. Cost $36.17 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $14 Shares 82 Est. Cost $167.01 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $13 Shares 463 Est. Cost $26.65 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $11 Shares 135 Est. Cost $66.24 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $11 Shares 41 Est. Cost $191.57 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $11 Shares 111 Est. Cost $95.12 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $11 Shares 193 Est. Cost $54.36 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $9 Shares 55 Est. Cost $117.19 Unrealized
EEMV ISHARES INC 0.2%
Value ($000) $9 Shares 125 Est. Cost $52.24 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $7 Shares 45 Est. Cost $101.77 Unrealized
FXF INVESCO CURRENCYSHARES SWISS 0.2%
Value ($000) $7 Shares 69 Est. Cost $97.11 Unrealized
NFTY FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $6 Shares 117 Est. Cost $51.28 Unrealized
FIRST TR BICK INDEX FD 0.1%
Value ($000) $6 Shares 126 Est. Cost $26.32 Unrealized
FGM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $5 Shares 84 Est. Cost $40.62 Unrealized
FSZ FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $5 Shares 73 Est. Cost $48.99 Unrealized
FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $5 Shares 80 Est. Cost $40.36 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $5 Shares 20 Est. Cost $165.91 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $4 Shares 144 Est. Cost $17.73 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $4 Shares 67 Est. Cost $39.56 Unrealized
INTU INTUIT 0.1%
Value ($000) $3 Shares 5 Est. Cost $327.51 Unrealized +28.7%
AMZN AMAZON COM INC 0.1%
Value ($000) $3 Shares 1 Est. Cost $120.78 Unrealized +37.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $80.82 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $2 Shares 3 Est. Cost $467.16 Unrealized +10.3%
WMT WALMART INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $38.54 Unrealized +13.6%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $124.46 Unrealized +33.8%
AAPL APPLE INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $78.32 Unrealized +61.5%
BBY BEST BUY INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $94.95 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $86.98 Unrealized +18.9%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $2 Shares 7 Est. Cost $102.43 Unrealized +36.4%
NVR NVR INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $4157.18 Unrealized +16.9%
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $98.18 Unrealized +95.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $2 Shares 9 Est. Cost $177.53 Unrealized 0.0%
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.71 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $2 Shares 18 Est. Cost $75.52 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $121.08 Unrealized +35.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $329.33 Unrealized 0.0%
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
MSFT MICROSOFT CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $183.30 Unrealized +33.5%
IDXX IDEXX LABS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $447.44 Unrealized +23.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 3 Est. Cost $81.79 Unrealized +33.9%
MRK MERCK & CO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.26 Unrealized +1.4%
MRCY MERCURY SYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $69.11 Unrealized 0.0%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $170.44 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $44.56 Unrealized +22.6%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $42.40 Unrealized 0.0%
NUS NU SKIN ENTERPRISES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $48.27 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $58.96 Unrealized +49.7%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $376.19 Unrealized -7.6%
PEP PEPSICO INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.78 Unrealized +13.9%
PFE PFIZER INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.40 Unrealized +17.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $54.79 Unrealized +39.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $100.50 Unrealized +57.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $103.89 Unrealized +16.2%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $68.13 Unrealized +29.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $79.49 Unrealized +53.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $253.80 Unrealized 0.0%
PWR QUANTA SVCS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $35.24 Unrealized +164.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $330.32 Unrealized +41.1%
THOMSON REUTERS CORP. 0.0%
Value ($000) $1 Shares 2 Est. Cost $90.91 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $92.61 Unrealized +43.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $93.55 Unrealized +51.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.24 Unrealized +26.3%
UNP UNION PAC CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $141.44 Unrealized +41.7%
FISV FISERV INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $100.07 Unrealized +16.2%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $19.84 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $42.69 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $126.16 Unrealized +35.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $49.89 Unrealized +6.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $61.47 Unrealized -9.1%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $345.43 Unrealized +21.7%
HSY HERSHEY CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $117.69 Unrealized +28.0%
HOLLYFRONTIER CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $199.72 Unrealized +42.1%
HPQ HP INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $14.93 Unrealized +82.1%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $354.89 Unrealized +17.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $142.90 Unrealized +43.5%
INCY INCYTE CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $83.39 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $53.25 Unrealized +0.6%
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
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 5 Est. Cost $173.22 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $1 Shares 5 Est. Cost $128.37 Unrealized +12.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.69 Unrealized -0.3%
KR KROGER CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $34.11 Unrealized 0.0%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $146.68 Unrealized +30.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $317.79 Unrealized +6.5%
MTB M & T BK CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $134.57 Unrealized 0.0%
MASI MASIMO CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $228.17 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $193.25 Unrealized +8.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 5 Est. Cost $43.04 Unrealized +4.6%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $91.87 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $172.31 Unrealized +13.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $62.22 Unrealized +0.7%
DBX DROPBOX INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $27.32 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $138.37 Unrealized 0.0%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $185.07 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $47.34 Unrealized +9.7%
EXEL EXELIXIS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $23.32 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $111.66 Unrealized 0.0%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $151.81 Unrealized +26.7%
FAST FASTENAL CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $16.47 Unrealized +41.5%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $34.99 Unrealized 0.0%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $54.10 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $65.24 Unrealized +16.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 1 Est. Cost $503.83 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $162.45 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $74.49 Unrealized +35.7%
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $87.20 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $346.52 Unrealized +24.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $287.01 Unrealized +28.9%
SAGE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $101.38 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $113.87 Unrealized 0.0%
SON SONOCO PRODS CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $55.98 Unrealized 0.0%
CWB SPDR SER TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $60.50 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $36.57 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1 Shares 2 Est. Cost $116.75 Unrealized +14.2%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.64 Unrealized +19.3%
BLACKROCK INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $544.64 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $46.98 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.92 Unrealized +12.4%
AVGO BROADCOM INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $41.65 Unrealized +1.0%
CABO CABLE ONE INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1672.60 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $132.50 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $44.39 Unrealized +17.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $211.85 Unrealized 0.0%
CERNER CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $477.90 Unrealized -1.1%
CTAS CINTAS CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $84.94 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $38.47 Unrealized +19.1%
KO COCA COLA CO 0.0%
Value ($000) $1 Shares 13 Est. Cost $39.08 Unrealized +21.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $62.36 Unrealized +17.7%
CPRT COPART INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $31.00 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $279.18 Unrealized +28.6%
CMI CUMMINS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $139.25 Unrealized +64.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1 Shares 1 Est. Cost $140.03 Unrealized +55.1%
AMEDISYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1 Shares 1 Est. Cost $206.94 Unrealized +6.9%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $117.40 Unrealized +21.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $165.41 Unrealized +42.2%
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $191.68 Unrealized +10.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $79.74 Unrealized +105.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $156.66 Unrealized +12.5%
VFC V F CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $61.03 Unrealized +36.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.85 Unrealized +6.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $209.17 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1 Shares 5 Est. Cost $92.14 Unrealized +39.5%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $326.67 Unrealized 0.0%
WORLD WRESTLING ENTMT INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $53.22 Unrealized +12.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $1 Shares 1 Est. Cost $498.37 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $1 Shares 17 Est. Cost $51.49 Unrealized +8.8%
ZYNGA INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $17.24 Unrealized
MMM 3M CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $102.42 Unrealized +37.1%
ABBV ABBVIE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $75.00 Unrealized +26.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1 Shares 1 Est. Cost $268.15 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $251.75 Unrealized +3.6%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $48.83 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $85.63 Unrealized +34.6%