Perigon Wealth Management, LLC Diversified Active

CIK: 0001575239 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 15, 2019

Total Value ($000): $430,035 (100.0% shares, 0.0% debt)

Holdings (222)

UNP Union Pacific 14.8%
Value ($000) $63,781 Shares 363,446 Est. Cost $127.55 Unrealized +8.3%
AAPL Apple 5.6%
Value ($000) $23,870 Shares 116,445 Est. Cost $35.10 Unrealized +15.2%
SPY SPDR S&P 500 ETF 4.5%
Value ($000) $19,273 Shares 65,734 Est. Cost $248.41 Unrealized
OXY Occidental PTL. 3.0%
Value ($000) $12,764 Shares 206,404 Est. Cost $62.77 Unrealized -10.0%
GOOG Alphabet Inc CL C 2.6%
Value ($000) $11,001 Shares 8,709 Est. Cost $38.94 Unrealized +43.0%
NFLX Netflix Inc 2.3%
Value ($000) $9,835 Shares 26,834 Est. Cost $32.32 Unrealized +7.3%
HD Home Depot 2.3%
Value ($000) $9,807 Shares 47,491 Est. Cost $211.34 Unrealized -26.8%
V Visa 'a' 2.1%
Value ($000) $8,886 Shares 55,186 Est. Cost $77.02 Unrealized +78.4%
MRK Merck & Co Inc New 2.0%
Value ($000) $8,629 Shares 113,004 Est. Cost $41.22 Unrealized +46.3%
DIS Walt Disney 1.9%
Value ($000) $8,280 Shares 60,334 Est. Cost $95.84 Unrealized +12.6%
CME Cme Group 1.7%
Value ($000) $7,322 Shares 41,132 Est. Cost $77.86 Unrealized +77.2%
EEM iShares MSCI Emerging Markets ETF 1.6%
Value ($000) $7,046 Shares 161,184 Est. Cost $42.15 Unrealized
TMO Thermo Fisher Scientific 1.6%
Value ($000) $6,676 Shares 24,766 Est. Cost $401.28 Unrealized -39.1%
JNJ Johnson & Johnson 1.4%
Value ($000) $6,055 Shares 43,358 Est. Cost $106.88 Unrealized +3.2%
IVV iShares S&P 500 ETF 1.4%
Value ($000) $6,048 Shares 20,568 Est. Cost $264.09 Unrealized
MSFT Microsoft 1.4%
Value ($000) $5,824 Shares 45,482 Est. Cost $90.10 Unrealized +13.5%
CSCO Cisco Systems 1.3%
Value ($000) $5,415 Shares 96,298 Est. Cost $27.18 Unrealized +45.3%
CRM Salesforce Com 1.3%
Value ($000) $5,384 Shares 33,015 Est. Cost $113.61 Unrealized +34.8%
MCD McDonalds 1.2%
Value ($000) $5,336 Shares 26,958 Est. Cost $198.07 Unrealized -21.9%
JPM JP Morgan Chase & Co. 1.2%
Value ($000) $5,140 Shares 45,158 Est. Cost $78.44 Unrealized +8.8%
MCO Moody's 1.1%
Value ($000) $4,791 Shares 24,796 Est. Cost $226.95 Unrealized -31.7%
IWM iShares Russell 2000 ETF 1.1%
Value ($000) $4,714 Shares 30,078 Est. Cost $142.53 Unrealized
CMCSA Comcast 'a' 1.0%
Value ($000) $4,412 Shares 102,772 Est. Cost $28.07 Unrealized +12.3%
CVX Chevron 1.0%
Value ($000) $4,246 Shares 36,015 Est. Cost $93.84 Unrealized -6.8%
EFA iShares MSCI EAFE ETF 1.0%
Value ($000) $4,224 Shares 63,832 Est. Cost $61.74 Unrealized
TRV Travelers Cos. 1.0%
Value ($000) $4,218 Shares 30,303 Est. Cost $116.89 Unrealized -5.7%
META Facebook Inc Class A 1.0%
Value ($000) $4,196 Shares 21,923 Est. Cost $140.59 Unrealized +12.3%
NVDA Nvidia Corp 1.0%
Value ($000) $4,110 Shares 21,991 Est. Cost $4.77 Unrealized -19.4%
BRK/B Berkshire Hathaway 'B' 0.9%
Value ($000) $4,048 Shares 19,198 Est. Cost $209.92 Unrealized -3.8%
LYB Lyondellbasell Inds.CL.A 0.9%
Value ($000) $3,899 Shares 43,978 Est. Cost $60.41 Unrealized -8.1%
VZ Verizon Communications 0.9%
Value ($000) $3,884 Shares 67,406 Est. Cost $36.97 Unrealized +5.4%
AMZN Amazon Com Inc 0.9%
Value ($000) $3,749 Shares 1,971 Est. Cost $76.87 Unrealized +8.3%
United Technologies 0.9%
Value ($000) $3,668 Shares 26,250 Est. Cost $114.75 Unrealized
GILD Gilead Sciences 0.8%
Value ($000) $3,282 Shares 51,170 Est. Cost $57.80 Unrealized -12.0%
XOM Exxon Mobil 0.7%
Value ($000) $3,148 Shares 38,292 Est. Cost $64.91 Unrealized -14.6%
LMT Lockheed Martin Corp 0.7%
Value ($000) $3,128 Shares 9,510 Est. Cost $196.02 Unrealized +24.3%
MMM 3M 0.7%
Value ($000) $3,120 Shares 16,357 Est. Cost $112.24 Unrealized +16.8%
Flir Systems Inc 0.7%
Value ($000) $3,090 Shares 59,386 Est. Cost $39.57 Unrealized
Celgene 0.7%
Value ($000) $3,001 Shares 31,954 Est. Cost $126.40 Unrealized
ACWI iShares MSCI ACWI 0.7%
Value ($000) $2,972 Shares 40,114 Est. Cost $72.09 Unrealized
NKE Nike Inc Class B 0.7%
Value ($000) $2,871 Shares 32,790 Est. Cost $54.71 Unrealized +37.8%
VEEV Veeva Systems Inc. 0.6%
Value ($000) $2,791 Shares 20,355 Est. Cost $59.25 Unrealized +90.4%
NSC Norfolk Southern 0.6%
Value ($000) $2,618 Shares 12,909 Est. Cost $189.06 Unrealized -20.4%
FTNT Fortinet Inc 0.6%
Value ($000) $2,467 Shares 26,560 Est. Cost $14.59 Unrealized +9.2%
QQQ Invesco QQQ TR Unit (ser 1) 0.6%
Value ($000) $2,439 Shares 12,781 Est. Cost $178.94 Unrealized
ADP Auto Data Processing 0.5%
Value ($000) $2,164 Shares 13,209 Est. Cost $75.91 Unrealized +65.3%
IJR iShares Core S&P Small-Cap ETF 0.5%
Value ($000) $2,024 Shares 25,551 Est. Cost $89.12 Unrealized
BND Vanguard Bond Index Fund 0.4%
Value ($000) $1,796 Shares 22,214 Est. Cost $81.50 Unrealized
RMD Resmed 0.4%
Value ($000) $1,672 Shares 16,352 Est. Cost $95.18 Unrealized +2.0%
BA Boeing Co 0.4%
Value ($000) $1,639 Shares 4,281 Est. Cost $318.56 Unrealized +17.8%
GOOGL Alphabet Inc CL A 0.4%
Value ($000) $1,560 Shares 1,233 Est. Cost $45.86 Unrealized +22.2%
BAC Bank Of America Corp 0.4%
Value ($000) $1,539 Shares 51,201 Est. Cost $24.10 Unrealized -0.9%
PG Procter & Gamble 0.4%
Value ($000) $1,539 Shares 14,798 Est. Cost $73.47 Unrealized +11.7%
WTMF Wisdomtree Managed Futures Strat ETF 0.4%
Value ($000) $1,527 Shares 38,792 Est. Cost $38.34 Unrealized
HON Honeywell International 0.3%
Value ($000) $1,445 Shares 8,479 Est. Cost $105.50 Unrealized +14.8%
CVS CVS Caremark 0.3%
Value ($000) $1,418 Shares 26,400 Est. Cost $70.72 Unrealized -30.0%
RSP Invesco S&P 500 Equal Weight ETF 0.3%
Value ($000) $1,414 Shares 13,512 Est. Cost $106.33 Unrealized
IWB iShares Russell 1000 ETF 0.3%
Value ($000) $1,394 Shares 8,580 Est. Cost $147.79 Unrealized
GBIL Goldman Sachs ETF TR (treasuryaccess) 0.3%
Value ($000) $1,394 Shares 13,907 Est. Cost $100.16 Unrealized
COST Costco Wholesale 0.3%
Value ($000) $1,393 Shares 5,673 Est. Cost $209.09 Unrealized -5.1%
INTC Intel 0.3%
Value ($000) $1,359 Shares 23,665 Est. Cost $36.98 Unrealized +18.5%
VCSH Vanguard Short Term Cor 0.3%
Value ($000) $1,307 Shares 16,401 Est. Cost $78.48 Unrealized
EZU iShares MSCI Emu 0.3%
Value ($000) $1,304 Shares 32,621 Est. Cost $36.50 Unrealized
IEF iShares 7-10 yr Treasury Bond 0.3%
Value ($000) $1,253 Shares 11,835 Est. Cost $103.10 Unrealized
IWR iShares Russell Mid-Cap 0.3%
Value ($000) $1,239 Shares 22,356 Est. Cost $51.00 Unrealized
PRFZ Invesco Exchange (traded FD TR FTSE Rafi 1500) 0.3%
Value ($000) $1,180 Shares 9,228 Est. Cost $138.17 Unrealized
IYR iShares U.S. Real Estate ETF 0.3%
Value ($000) $1,164 Shares 13,499 Est. Cost $81.30 Unrealized
AIA iShares Asia 50 ETF 0.3%
Value ($000) $1,163 Shares 18,545 Est. Cost $60.18 Unrealized
AME Ametek Inc New 0.3%
Value ($000) $1,160 Shares 13,500 Est. Cost $44.72 Unrealized +62.2%
VWO Vanguard Emerging Markets ETF 0.3%
Value ($000) $1,102 Shares 25,477 Est. Cost $41.78 Unrealized
ABBV Abbvie Inc 0.2%
Value ($000) $1,069 Shares 13,292 Est. Cost $62.42 Unrealized -2.3%
TIP iShares Barclays TIPS BD.FD. 0.2%
Value ($000) $1,048 Shares 9,262 Est. Cost $113.63 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $1,040 Shares 13,256 Est. Cost $39.16 Unrealized +68.8%
PRF Invesco Exchange (traded FD TR FTSE Rafi 1000) 0.2%
Value ($000) $1,039 Shares 9,125 Est. Cost $116.63 Unrealized
IEI iShares TR Barclays Bond 0.2%
Value ($000) $1,020 Shares 8,291 Est. Cost $121.93 Unrealized
Xilinx Inc 0.2%
Value ($000) $995 Shares 8,587 Est. Cost $71.77 Unrealized
SCHX Schwab US Large-Cap Equity ETF 0.2%
Value ($000) $940 Shares 13,449 Est. Cost $60.10 Unrealized
NEE Nextera Energy 0.2%
Value ($000) $934 Shares 4,903 Est. Cost $37.20 Unrealized +3.8%
IBB iShares Nasdaq Biotech. Idx.FD. 0.2%
Value ($000) $927 Shares 8,688 Est. Cost $120.52 Unrealized
EGHT 8X8 INC NEW COM 0.2%
Value ($000) $925 Shares 45,783 Est. Cost $19.54 Unrealized 0.0%
BAX Baxter International Inc 0.2%
Value ($000) $909 Shares 11,920 Est. Cost $40.36 Unrealized +58.7%
EMR Emerson Electric 0.2%
Value ($000) $908 Shares 12,741 Est. Cost $57.33 Unrealized -2.3%
TLT iShares 20 Year 0.2%
Value ($000) $892 Shares 7,225 Est. Cost $121.49 Unrealized
Zuora Inc Class A 0.2%
Value ($000) $888 Shares 41,754 Est. Cost $21.35 Unrealized
USB US Bancorp 0.2%
Value ($000) $880 Shares 16,970 Est. Cost $39.32 Unrealized -4.4%
WFC Wells Fargo & Co 0.2%
Value ($000) $876 Shares 18,444 Est. Cost $41.11 Unrealized -0.8%
VTI Vanguard Total Stock 0.2%
Value ($000) $865 Shares 5,805 Est. Cost $143.96 Unrealized
ICE Intercontinental Ex. 0.2%
Value ($000) $824 Shares 10,198 Est. Cost $66.15 Unrealized +3.6%
VEU Vanguard FTSE All-World Ex-US ETF 0.2%
Value ($000) $807 Shares 15,776 Est. Cost $54.28 Unrealized
PYPL Paypal Holdings Inco 0.2%
Value ($000) $802 Shares 7,284 Est. Cost $77.40 Unrealized +22.0%
FVD First Value Line SHS ETF 0.2%
Value ($000) $799 Shares 24,200 Est. Cost $30.56 Unrealized
STZ Constellation Brands Inc-A 0.2%
Value ($000) $770 Shares 3,628 Est. Cost $181.56 Unrealized -17.1%
Splunk Inc 0.2%
Value ($000) $739 Shares 5,442 Est. Cost $86.23 Unrealized
KO Coca Cola Company 0.2%
Value ($000) $739 Shares 15,447 Est. Cost $36.15 Unrealized +4.5%
VEA Vanguard FTSE Developed Market S ETF 0.2%
Value ($000) $731 Shares 17,528 Est. Cost $40.55 Unrealized
SRE Sempra En. 0.2%
Value ($000) $729 Shares 5,726 Est. Cost $74.24 Unrealized -36.5%
XLK Sector SPDR TST.Sbi Int. Tech. 0.2%
Value ($000) $724 Shares 9,185 Est. Cost $62.42 Unrealized
LLY Lilly Eli & Company 0.2%
Value ($000) $720 Shares 6,087 Est. Cost $97.94 Unrealized +13.3%
CL Colgate-Palmolive Co 0.2%
Value ($000) $692 Shares 10,009 Est. Cost $55.83 Unrealized -1.5%
GM General Motors Co 0.2%
Value ($000) $683 Shares 17,710 Est. Cost $34.11 Unrealized +2.1%
ILMN Illumina Inc 0.2%
Value ($000) $663 Shares 2,077 Est. Cost $253.02 Unrealized +15.3%
VIG Vanguard DIV.Apprec.Idx. FD. 0.2%
Value ($000) $650 Shares 5,781 Est. Cost $96.53 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $612 Shares 2,471 Est. Cost $20.20 Unrealized -0.6%
T AT&T 0.1%
Value ($000) $612 Shares 19,828 Est. Cost $14.21 Unrealized -0.4%
ISRG Intuitive Surgical New 0.1%
Value ($000) $602 Shares 1,163 Est. Cost $149.65 Unrealized +18.8%
GLD SPDR Gold Shares 0.1%
Value ($000) $601 Shares 4,988 Est. Cost $113.28 Unrealized
PFE Pfizer Incorporated 0.1%
Value ($000) $593 Shares 14,973 Est. Cost $25.91 Unrealized +12.8%
SCHF Schwab International Developed Equity ETF 0.1%
Value ($000) $592 Shares 18,560 Est. Cost $31.07 Unrealized
FTDR FRONTDOOR INC COM 0.1%
Value ($000) $592 Shares 17,200 Est. Cost $30.54 Unrealized 0.0%
DGS Wisdomtree EM Small Cap 0.1%
Value ($000) $581 Shares 12,280 Est. Cost $45.68 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $575 Shares 2,145 Est. Cost $244.65 Unrealized
HSIC Schein Henry Inc 0.1%
Value ($000) $573 Shares 8,979 Est. Cost $65.85 Unrealized -8.4%
AVGO Broadcom Inc Com 0.1%
Value ($000) $572 Shares 1,833 Est. Cost $19.73 Unrealized +14.0%
GIS General Mills Inc 0.1%
Value ($000) $570 Shares 11,232 Est. Cost $33.42 Unrealized +7.1%
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $568 Shares 10,999 Est. Cost $51.29 Unrealized
ILCG iShares Morningstar Large Growth Index 0.1%
Value ($000) $565 Shares 2,975 Est. Cost $170.08 Unrealized
TWLO Twilio Inc 0.1%
Value ($000) $554 Shares 4,192 Est. Cost $50.42 Unrealized +123.4%
VOD Vodafone Group Spon 0.1%
Value ($000) $554 Shares 30,473 Est. Cost $19.95 Unrealized
BABA Alibaba Group HLDG 0.1%
Value ($000) $550 Shares 2,926 Est. Cost $176.17 Unrealized
XLE Sector SPDR Engy Select 0.1%
Value ($000) $534 Shares 7,959 Est. Cost $62.95 Unrealized
ILF iShares TR S&P Latn Amer 0.1%
Value ($000) $524 Shares 15,625 Est. Cost $34.56 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $518 Shares 6,011 Est. Cost $79.49 Unrealized
VTWO Russell 2000 ETF 0.1%
Value ($000) $517 Shares 4,100 Est. Cost $118.29 Unrealized
IGV iShares Expanded Tech Software 0.1%
Value ($000) $514 Shares 2,350 Est. Cost $188.94 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $509 Shares 5,116 Est. Cost $96.20 Unrealized
TGT Target 0.1%
Value ($000) $502 Shares 6,147 Est. Cost $62.01 Unrealized -2.1%
BOND PIMCO Total Return ETF 0.1%
Value ($000) $496 Shares 4,710 Est. Cost $105.31 Unrealized
MDB Mongodb Inc CL A 0.1%
Value ($000) $492 Shares 3,573 Est. Cost $44.87 Unrealized +128.7%
NOC Northrop Grumman Corp 0.1%
Value ($000) $476 Shares 1,705 Est. Cost $256.75 Unrealized -5.1%
SCHA Schwab US Small-Cap Equity ETF 0.1%
Value ($000) $470 Shares 6,543 Est. Cost $64.86 Unrealized
IWS iShares Russell 0.1%
Value ($000) $460 Shares 5,185 Est. Cost $83.13 Unrealized
SCZ iShares MSCI EAFE Small-Cap ETF 0.1%
Value ($000) $453 Shares 7,700 Est. Cost $64.19 Unrealized
SHY iShares TR Barclays Bond 0.1%
Value ($000) $441 Shares 5,239 Est. Cost $64.03 Unrealized
IGM iShares North 0.1%
Value ($000) $440 Shares 2,000 Est. Cost $109.87 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $428 Shares 9,293 Est. Cost $58.19 Unrealized -34.2%
IWD iShares Russell 0.1%
Value ($000) $426 Shares 3,372 Est. Cost $119.25 Unrealized
SCHM Schwab US Mid-Cap Equity ETF 0.1%
Value ($000) $422 Shares 7,402 Est. Cost $48.70 Unrealized
MU Micron Technology Inc 0.1%
Value ($000) $418 Shares 9,778 Est. Cost $47.87 Unrealized -21.3%
ORCL Oracle 0.1%
Value ($000) $410 Shares 7,449 Est. Cost $46.07 Unrealized 0.0%
Walgreens Boots Allianc 0.1%
Value ($000) $401 Shares 7,608 Est. Cost $76.52 Unrealized
VV Vanguard LGCP.ETF 0.1%
Value ($000) $395 Shares 2,945 Est. Cost $116.06 Unrealized
SCHW Charles Schwab 0.1%
Value ($000) $395 Shares 8,725 Est. Cost $36.13 Unrealized +13.4%
IT Gartner 'a' 0.1%
Value ($000) $395 Shares 2,500 Est. Cost $81.25 Unrealized +70.8%
VO Vanguard Mid.Cap ETF 0.1%
Value ($000) $392 Shares 2,373 Est. Cost $143.87 Unrealized
UNH Unitedhealth Group 0.1%
Value ($000) $388 Shares 1,682 Est. Cost $153.45 Unrealized +48.3%
C Citigroup Inc New 0.1%
Value ($000) $383 Shares 5,825 Est. Cost $53.36 Unrealized -8.6%
MELI Mercadolibre Inc 0.1%
Value ($000) $377 Shares 774 Est. Cost $315.44 Unrealized +26.4%
SVB Financial Group 0.1%
Value ($000) $371 Shares 1,500 Est. Cost $309.97 Unrealized
XLV Sector SPDR Health Fund 0.1%
Value ($000) $369 Shares 4,190 Est. Cost $88.82 Unrealized
PDP Invesco Dwa Momentum ETF 0.1%
Value ($000) $367 Shares 6,295 Est. Cost $55.28 Unrealized
AMGN Amgen Incorporated 0.1%
Value ($000) $362 Shares 2,003 Est. Cost $140.47 Unrealized +10.1%
AKAM Akamai Technologies 0.1%
Value ($000) $354 Shares 4,509 Est. Cost $74.16 Unrealized -8.6%
IVW iShares S&P 500 0.1%
Value ($000) $354 Shares 1,982 Est. Cost $177.61 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.1%
Value ($000) $342 Shares 20,200 Est. Cost $16.93 Unrealized
VGT Vanguard Information Technology Equity ETF 0.1%
Value ($000) $330 Shares 1,548 Est. Cost $202.97 Unrealized
VB Vanguard SML.Cap ETF 0.1%
Value ($000) $329 Shares 2,095 Est. Cost $138.25 Unrealized
Liberty Global SR.C 0.1%
Value ($000) $323 Shares 13,298 Est. Cost $27.45 Unrealized
IWF iShares Rus 1000 GRW ETF 0.1%
Value ($000) $308 Shares 1,952 Est. Cost $141.36 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $304 Shares 3,595 Est. Cost $65.39 Unrealized -4.6%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $300 Shares 2,985 Est. Cost $90.37 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $297 Shares 4,318 Est. Cost $69.37 Unrealized
CGNX Cognex Corp 0.1%
Value ($000) $296 Shares 5,407 Est. Cost $44.22 Unrealized +1.5%
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $290 Shares 1,980 Est. Cost $127.73 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $287 Shares 4,000 Est. Cost $71.75 Unrealized
VMware Inc CL A 0.1%
Value ($000) $286 Shares 1,428 Est. Cost $149.56 Unrealized
ADI Analog Devices 0.1%
Value ($000) $281 Shares 2,446 Est. Cost $74.40 Unrealized +18.9%
EWG MSCI Germany Index 0.1%
Value ($000) $281 Shares 9,888 Est. Cost $27.17 Unrealized
FDD FT DJ Stoxx Common SHS ETF 0.1%
Value ($000) $280 Shares 21,350 Est. Cost $12.62 Unrealized
MDY SPDR S&P Midcap 400 ETF Trust 0.1%
Value ($000) $279 Shares 801 Est. Cost $360.41 Unrealized
VBR Vanguard Small-Cap Value ETF 0.1%
Value ($000) $279 Shares 2,114 Est. Cost $126.72 Unrealized
KMB Kimberly Clark 0.1%
Value ($000) $277 Shares 2,235 Est. Cost $86.40 Unrealized +5.7%
IFGL iShares FTSE Epra/Nareit Developed RLST.Ex-US IX. 0.1%
Value ($000) $275 Shares 9,255 Est. Cost $29.65 Unrealized
iShares Gold Trust 0.1%
Value ($000) $275 Shares 22,476 Est. Cost $12.30 Unrealized
SCHB Schwab U.S. Broad Market Index ETF 0.1%
Value ($000) $273 Shares 3,882 Est. Cost $61.40 Unrealized
BOH Bank Of Hawaii 0.1%
Value ($000) $272 Shares 3,325 Est. Cost $76.12 Unrealized -22.2%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.1%
Value ($000) $271 Shares 2,272 Est. Cost $119.28 Unrealized
IJK iShares S&P Midcap Growth 0.1%
Value ($000) $269 Shares 1,198 Est. Cost $209.67 Unrealized
IVE iShares S&P 500 0.1%
Value ($000) $267 Shares 2,299 Est. Cost $109.19 Unrealized
Dowdupont Inc Com 0.1%
Value ($000) $266 Shares 7,082 Est. Cost $68.59 Unrealized
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.1%
Value ($000) $264 Shares 2,600 Est. Cost $101.54 Unrealized
CCOI Cogent Communication 0.1%
Value ($000) $263 Shares 4,766 Est. Cost $33.53 Unrealized +2.1%
XHS SPDR Series Trust 0.1%
Value ($000) $259 Shares 4,071 Est. Cost $55.05 Unrealized
ECL Ecolab 0.1%
Value ($000) $256 Shares 1,398 Est. Cost $141.48 Unrealized +6.7%
ROKU Roku Inc Com CL A 0.1%
Value ($000) $252 Shares 4,125 Est. Cost $53.49 Unrealized 0.0%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $250 Shares 1,279 Est. Cost $181.39 Unrealized
REGN Regeneron Pharms Inc 0.1%
Value ($000) $247 Shares 707 Est. Cost $319.89 Unrealized +28.0%
MET Metlife Inc 0.1%
Value ($000) $247 Shares 5,528 Est. Cost $33.68 Unrealized +4.0%
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $246 Shares 2,814 Est. Cost $85.64 Unrealized
UAA Under Armour Inc CL A 0.1%
Value ($000) $244 Shares 10,847 Est. Cost $19.95 Unrealized +5.0%
SJM J M Smucker Co New 0.1%
Value ($000) $242 Shares 2,000 Est. Cost $97.61 Unrealized -14.3%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $241 Shares 1,200 Est. Cost $145.63 Unrealized 0.0%
SCHP US TSY Inflation Protected ETF 0.1%
Value ($000) $241 Shares 4,375 Est. Cost $55.09 Unrealized
MUB iShares National AMT-Free Muni Bond ETF 0.1%
Value ($000) $233 Shares 2,089 Est. Cost $109.26 Unrealized
BlackRock 0.1%
Value ($000) $232 Shares 490 Est. Cost $473.47 Unrealized
Centurylink Inc 0.1%
Value ($000) $232 Shares 19,367 Est. Cost $17.95 Unrealized
BMRN Biomarin Pharmaceutical 0.1%
Value ($000) $231 Shares 2,709 Est. Cost $87.57 Unrealized +5.8%
FLRN SPDR Barclays Investment 0.1%
Value ($000) $231 Shares 7,515 Est. Cost $30.73 Unrealized
D Dominion Res. 0.1%
Value ($000) $228 Shares 2,983 Est. Cost $53.23 Unrealized +1.2%
Apache 0.1%
Value ($000) $228 Shares 6,655 Est. Cost $34.26 Unrealized
CRON Cronos Group Inc Com 0.1%
Value ($000) $227 Shares 13,691 Est. Cost $9.63 Unrealized +94.9%
AEP Amer.Elec.PWR. 0.1%
Value ($000) $223 Shares 2,628 Est. Cost $58.39 Unrealized +6.9%
VHT Vanguard Health Care Equity ETF 0.1%
Value ($000) $218 Shares 1,314 Est. Cost $154.00 Unrealized
PEP Pepsico 0.1%
Value ($000) $217 Shares 1,719 Est. Cost $90.68 Unrealized +2.0%
SLV iShares Silver Trust 0.1%
Value ($000) $216 Shares 15,460 Est. Cost $13.72 Unrealized
Barclays ETN Shiller 0.1%
Value ($000) $216 Shares 1,590 Est. Cost $135.85 Unrealized
PRLB Proto Labs Inc 0.0%
Value ($000) $215 Shares 1,930 Est. Cost $122.45 Unrealized -8.4%
IWP iShares Russell Mid Cap 0.0%
Value ($000) $215 Shares 1,530 Est. Cost $140.52 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $212 Shares 467 Est. Cost $358.00 Unrealized 0.0%
XYZ Square Inc Class A 0.0%
Value ($000) $212 Shares 2,920 Est. Cost $70.61 Unrealized +2.6%
CSX CSX 0.0%
Value ($000) $210 Shares 2,669 Est. Cost $20.89 Unrealized +1.0%
EUFN iShares MSCI Euro FL ETF 0.0%
Value ($000) $210 Shares 10,850 Est. Cost $18.31 Unrealized
WMT Wal Mart Stores 0.0%
Value ($000) $209 Shares 2,022 Est. Cost $29.24 Unrealized 0.0%
SBNY Signature Bank Com 0.0%
Value ($000) $204 Shares 1,555 Est. Cost $114.73 Unrealized
IXJ iShares S&P Global Healthcare 0.0%
Value ($000) $203 Shares 3,465 Est. Cost $63.03 Unrealized
OKTA Okta Inc Class A 0.0%
Value ($000) $201 Shares 1,976 Est. Cost $79.16 Unrealized 0.0%
CAT Caterpillar 0.0%
Value ($000) $201 Shares 1,464 Est. Cost $114.61 Unrealized 0.0%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $145 Shares 18,000 Est. Cost $5.40 Unrealized 0.0%
Livent Corp Com 0.0%
Value ($000) $122 Shares 11,750 Est. Cost $10.38 Unrealized
General Electric 0.0%
Value ($000) $117 Shares 12,858 Est. Cost $9.18 Unrealized
BlackRock Enh Equity DIV Trust Com 0.0%
Value ($000) $89 Shares 10,192 Est. Cost $8.29 Unrealized
CHIASMA INC COM 0.0%
Value ($000) $58 Shares 11,095 Est. Cost $5.23 Unrealized
CELH Celsius Holdings Inc Com 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $1.28 Unrealized 0.0%