Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 18, 2021

Total Value ($000): $698,130 (100.0% shares, 0.0% debt)

Holdings (223)

SPY SPDR S&P 500 ETF TR 32.1%
Value ($000) $223,782 Shares 598,560 Est. Cost $249.52 Unrealized
VTI VANGUARD INDEX FDS 8.2%
Value ($000) $57,336 Shares 294,574 Est. Cost $129.55 Unrealized
SCHB SCHWAB STRATEGIC TR 6.7%
Value ($000) $46,775 Shares 514,070 Est. Cost $58.61 Unrealized
MRK MERCK & CO. INC 4.6%
Value ($000) $32,324 Shares 395,163 Est. Cost $59.57 Unrealized +8.9%
AAPL APPLE INC 2.3%
Value ($000) $15,752 Shares 118,709 Est. Cost $90.91 Unrealized +28.7%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $12,627 Shares 99,368 Est. Cost $84.55 Unrealized +16.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $11,826 Shares 34 Est. Cost $318723.75 Unrealized +3.8%
AME AMETEK INC 1.6%
Value ($000) $11,273 Shares 93,214 Est. Cost $67.19 Unrealized +62.1%
MSFT MICROSOFT CORP 1.6%
Value ($000) $11,140 Shares 50,085 Est. Cost $137.64 Unrealized +49.7%
QQQ INVESCO QQQ TR 1.6%
Value ($000) $10,845 Shares 34,567 Est. Cost $224.03 Unrealized
AON AON PLC 1.5%
Value ($000) $10,337 Shares 48,927 Est. Cost $178.56 Unrealized +10.1%
ITW ILLINOIS TOOL WKS INC 1.3%
Value ($000) $8,906 Shares 43,680 Est. Cost $134.27 Unrealized +34.8%
AMZN AMAZON COM INC 1.2%
Value ($000) $8,100 Shares 2,487 Est. Cost $81.57 Unrealized +95.6%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $7,186 Shares 27,248 Est. Cost $177.54 Unrealized +11.0%
XLP SELECT SECTOR SPDR TR 0.9%
Value ($000) $6,632 Shares 98,332 Est. Cost $54.47 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $6,375 Shares 3,639 Est. Cost $56.24 Unrealized +48.9%
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $6,058 Shares 46,590 Est. Cost $102.74 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $5,909 Shares 32,615 Est. Cost $123.02 Unrealized +14.0%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $5,164 Shares 34,660 Est. Cost $102.11 Unrealized +4.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $4,850 Shares 20,916 Est. Cost $203.66 Unrealized +8.1%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $4,738 Shares 90,412 Est. Cost $33.15 Unrealized +25.7%
IWM ISHARES TR 0.6%
Value ($000) $4,532 Shares 23,113 Est. Cost $143.50 Unrealized
SCHX SCHWAB STRATEGIC TR 0.6%
Value ($000) $4,508 Shares 49,563 Est. Cost $56.32 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $4,212 Shares 30,273 Est. Cost $68.70 Unrealized +79.3%
GOOGL ALPHABET INC 0.6%
Value ($000) $4,185 Shares 2,388 Est. Cost $60.42 Unrealized +38.2%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $3,990 Shares 17,832 Est. Cost $139.25 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $3,922 Shares 10,987 Est. Cost $275.04 Unrealized +17.6%
MMM 3M CO 0.5%
Value ($000) $3,736 Shares 21,377 Est. Cost $115.67 Unrealized +1.6%
DLN WISDOMTREE TR 0.5%
Value ($000) $3,283 Shares 30,541 Est. Cost $90.13 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $2,957 Shares 10,826 Est. Cost $190.85 Unrealized +42.6%
TSLA TESLA INC 0.4%
Value ($000) $2,933 Shares 4,157 Est. Cost $115.86 Unrealized +47.3%
GLD SPDR GOLD TR 0.4%
Value ($000) $2,884 Shares 16,170 Est. Cost $156.70 Unrealized
PLUG PLUG POWER INC 0.4%
Value ($000) $2,781 Shares 82,024 Est. Cost $3.86 Unrealized +487.2%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $2,535 Shares 11,966 Est. Cost $89.47 Unrealized +74.2%
SEAGEN INC 0.4%
Value ($000) $2,461 Shares 14,050 Est. Cost $175.16 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,279 Shares 14,484 Est. Cost $110.13 Unrealized +15.8%
UNP UNION PAC CORP 0.3%
Value ($000) $2,265 Shares 10,878 Est. Cost $148.89 Unrealized +19.6%
C CITIGROUP INC 0.3%
Value ($000) $2,128 Shares 34,507 Est. Cost $47.11 Unrealized -10.1%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2,098 Shares 6,104 Est. Cost $236.78 Unrealized
CI CIGNA CORP NEW 0.3%
Value ($000) $2,085 Shares 10,017 Est. Cost $166.69 Unrealized +7.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,059 Shares 5,795 Est. Cost $37.09 Unrealized +26.0%
QRVO QORVO INC 0.3%
Value ($000) $1,990 Shares 11,969 Est. Cost $66.22 Unrealized +122.3%
V VISA INC 0.3%
Value ($000) $1,901 Shares 8,691 Est. Cost $129.55 Unrealized +52.2%
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $1,775 Shares 3,675 Est. Cost $409.51 Unrealized +31.1%
NOW SERVICENOW INC 0.3%
Value ($000) $1,746 Shares 3,172 Est. Cost $33.36 Unrealized +211.7%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,687 Shares 64,831 Est. Cost $11.12 Unrealized +74.9%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,687 Shares 4,812 Est. Cost $236.65 Unrealized +30.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,670 Shares 3,585 Est. Cost $359.23 Unrealized +28.8%
II VI INC 0.2%
Value ($000) $1,599 Shares 21,044 Est. Cost $33.65 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,597 Shares 19,179 Est. Cost $81.06 Unrealized
TMUS T MOBILE US INC 0.2%
Value ($000) $1,563 Shares 11,590 Est. Cost $67.59 Unrealized +76.6%
IHI ISHARES TR 0.2%
Value ($000) $1,561 Shares 4,768 Est. Cost $253.81 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1,559 Shares 15,772 Est. Cost $78.67 Unrealized -1.2%
GLW CORNING INC 0.2%
Value ($000) $1,535 Shares 42,632 Est. Cost $27.05 Unrealized +14.1%
ORCL ORACLE CORP 0.2%
Value ($000) $1,502 Shares 23,220 Est. Cost $44.59 Unrealized +24.5%
EVOQUA WATER TECHNOLOGIES CO 0.2%
Value ($000) $1,479 Shares 54,800 Est. Cost $12.75 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,479 Shares 9,008 Est. Cost $113.07 Unrealized +19.0%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,443 Shares 47,814 Est. Cost $30.24 Unrealized -23.8%
TDOC TELADOC HEALTH INC 0.2%
Value ($000) $1,427 Shares 7,137 Est. Cost $116.34 Unrealized +74.8%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $1,423 Shares 8,950 Est. Cost $78.57 Unrealized +71.6%
HIBBETT SPORTS INC 0.2%
Value ($000) $1,393 Shares 30,165 Est. Cost $46.18 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,386 Shares 15,647 Est. Cost $84.65 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,379 Shares 23,472 Est. Cost $32.47 Unrealized +35.4%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,343 Shares 17,865 Est. Cost $37.84 Unrealized +55.5%
XYL XYLEM INC 0.2%
Value ($000) $1,332 Shares 13,086 Est. Cost $67.22 Unrealized +31.8%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,289 Shares 6,821 Est. Cost $180.55 Unrealized -8.7%
EATON VANCE FLTING RATE INC 0.2%
Value ($000) $1,287 Shares 97,803 Est. Cost $13.98 Unrealized
PRKS SEAWORLD ENTMT INC 0.2%
Value ($000) $1,278 Shares 40,450 Est. Cost $25.26 Unrealized +3.1%
IONS IONIS PHARMACEUTICALS INC 0.2%
Value ($000) $1,272 Shares 22,500 Est. Cost $64.51 Unrealized -22.7%
RCL ROYAL CARIBBEAN GROUP 0.2%
Value ($000) $1,260 Shares 16,868 Est. Cost $105.31 Unrealized -34.9%
NFLX NETFLIX INC 0.2%
Value ($000) $1,237 Shares 2,288 Est. Cost $37.58 Unrealized +34.9%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,226 Shares 4,694 Est. Cost $184.92 Unrealized +20.6%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,225 Shares 40,430 Est. Cost $24.54 Unrealized -3.6%
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $1,222 Shares 1,847 Est. Cost $537.60 Unrealized +18.4%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,155 Shares 16,916 Est. Cost $53.16 Unrealized +6.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,143 Shares 2,189 Est. Cost $10.53 Unrealized +26.8%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,116 Shares 5,732 Est. Cost $115.49 Unrealized
DEO DIAGEO PLC 0.2%
Value ($000) $1,112 Shares 7,002 Est. Cost $164.16 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,103 Shares 4,798 Est. Cost $159.16 Unrealized +23.3%
DISCOVERY INC 0.2%
Value ($000) $1,088 Shares 36,160 Est. Cost $27.02 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,086 Shares 13,120 Est. Cost $60.05 Unrealized +0.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,056 Shares 6,933 Est. Cost $52.42 Unrealized +137.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,044 Shares 4,485 Est. Cost $190.58 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $1,015 Shares 9,300 Est. Cost $75.23 Unrealized +10.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $993 Shares 10,041 Est. Cost $74.74 Unrealized +7.8%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $985 Shares 16,523 Est. Cost $52.50 Unrealized -3.0%
ECL ECOLAB INC 0.1%
Value ($000) $972 Shares 4,491 Est. Cost $178.76 Unrealized +10.5%
NKE NIKE INC 0.1%
Value ($000) $972 Shares 6,871 Est. Cost $96.61 Unrealized +27.5%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $955 Shares 4,077 Est. Cost $104.82 Unrealized +97.2%
CCJ CAMECO CORP 0.1%
Value ($000) $931 Shares 69,500 Est. Cost $10.07 Unrealized +4.4%
HDB HDFC BANK LTD 0.1%
Value ($000) $899 Shares 12,436 Est. Cost $60.54 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.1%
Value ($000) $881 Shares 4,784 Est. Cost $157.40 Unrealized +4.6%
INTC INTEL CORP 0.1%
Value ($000) $857 Shares 17,197 Est. Cost $37.39 Unrealized +17.7%
UNILEVER PLC 0.1%
Value ($000) $855 Shares 14,165 Est. Cost $60.36 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $848 Shares 26,904 Est. Cost $26.58 Unrealized -3.2%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $847 Shares 3,342 Est. Cost $193.24 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $829 Shares 3,863 Est. Cost $113.49 Unrealized +70.3%
IWV ISHARES TR 0.1%
Value ($000) $819 Shares 3,663 Est. Cost $182.03 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $818 Shares 3,151 Est. Cost $163.00 Unrealized +54.1%
AMYRIS INC 0.1%
Value ($000) $813 Shares 131,660 Est. Cost $3.18 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $797 Shares 5,394 Est. Cost $115.55 Unrealized +4.9%
PZZA PAPA JOHNS INTL INC 0.1%
Value ($000) $797 Shares 9,398 Est. Cost $40.17 Unrealized +76.3%
GUNR FLEXSHARES TR 0.1%
Value ($000) $795 Shares 24,435 Est. Cost $32.76 Unrealized
DBI DESIGNER BRANDS INC 0.1%
Value ($000) $767 Shares 100,200 Est. Cost $5.79 Unrealized +2.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $748 Shares 8,169 Est. Cost $86.38 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $738 Shares 16,493 Est. Cost $29.56 Unrealized +19.3%
TGNA TEGNA INC 0.1%
Value ($000) $736 Shares 52,750 Est. Cost $12.69 Unrealized +5.3%
KO COCA COLA CO 0.1%
Value ($000) $723 Shares 13,179 Est. Cost $36.24 Unrealized +22.1%
CGNX COGNEX CORP 0.1%
Value ($000) $721 Shares 8,976 Est. Cost $57.79 Unrealized +19.5%
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $717 Shares 34,401 Est. Cost $17.50 Unrealized -12.0%
PEP PEPSICO INC 0.1%
Value ($000) $713 Shares 4,805 Est. Cost $97.39 Unrealized +24.5%
ROST ROSS STORES INC 0.1%
Value ($000) $710 Shares 5,780 Est. Cost $99.15 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $704 Shares 1,854 Est. Cost $340.30 Unrealized 0.0%
VIAV VIAVI SOLUTIONS INC 0.1%
Value ($000) $698 Shares 46,610 Est. Cost $12.19 Unrealized +9.0%
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $686 Shares 4,520 Est. Cost $65.14 Unrealized +87.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $671 Shares 2,042 Est. Cost $278.64 Unrealized +16.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $663 Shares 3,643 Est. Cost $113.43 Unrealized +35.8%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $638 Shares 868 Est. Cost $226.70 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $638 Shares 1,479 Est. Cost $358.24 Unrealized +11.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $634 Shares 1,684 Est. Cost $290.89 Unrealized +19.4%
DY DYCOM INDS INC 0.1%
Value ($000) $625 Shares 8,270 Est. Cost $34.88 Unrealized +97.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $624 Shares 1,247 Est. Cost $336.77 Unrealized +43.5%
PGNY PROGYNY INC 0.1%
Value ($000) $622 Shares 14,675 Est. Cost $22.96 Unrealized +41.7%
CMI CUMMINS INC 0.1%
Value ($000) $621 Shares 2,732 Est. Cost $165.25 Unrealized +20.0%
ENR ENERGIZER HLDGS INC NEW 0.1%
Value ($000) $620 Shares 14,700 Est. Cost $35.85 Unrealized -4.1%
NWSA NEWS CORP NEW 0.1%
Value ($000) $615 Shares 34,207 Est. Cost $11.69 Unrealized +31.9%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $608 Shares 273 Est. Cost $1673.92 Unrealized +13.4%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $604 Shares 4,582 Est. Cost $83.76 Unrealized +31.5%
HD HOME DEPOT INC 0.1%
Value ($000) $603 Shares 2,271 Est. Cost $146.34 Unrealized +65.7%
STERLING BANCORP DEL 0.1%
Value ($000) $598 Shares 33,245 Est. Cost $20.06 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $597 Shares 14,341 Est. Cost $31.12 Unrealized +20.5%
BL BLACKLINE INC 0.1%
Value ($000) $594 Shares 4,453 Est. Cost $111.58 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $588 Shares 2,153 Est. Cost $216.69 Unrealized +14.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $587 Shares 10,084 Est. Cost $50.99 Unrealized -3.2%
ABBV ABBVIE INC 0.1%
Value ($000) $574 Shares 5,360 Est. Cost $54.44 Unrealized +45.0%
ARKK ARK ETF TR 0.1%
Value ($000) $549 Shares 4,409 Est. Cost $124.52 Unrealized
HAS HASBRO INC 0.1%
Value ($000) $546 Shares 5,833 Est. Cost $82.22 Unrealized -11.7%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $543 Shares 9,050 Est. Cost $65.73 Unrealized -18.4%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $519 Shares 2,501 Est. Cost $165.51 Unrealized +13.6%
NFRA FLEXSHARES TR 0.1%
Value ($000) $516 Shares 9,599 Est. Cost $53.86 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $511 Shares 13,892 Est. Cost $23.86 Unrealized +20.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $509 Shares 367 Est. Cost $21.49 Unrealized +22.0%
TDS TELEPHONE & DATA SYS INC 0.1%
Value ($000) $507 Shares 27,300 Est. Cost $29.81 Unrealized -38.3%
ATLASSIAN CORP PLC 0.1%
Value ($000) $501 Shares 2,144 Est. Cost $115.36 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $497 Shares 45,977 Est. Cost $6.82 Unrealized
WMT WALMART INC 0.1%
Value ($000) $491 Shares 3,403 Est. Cost $31.85 Unrealized +42.1%
YETI YETI HLDGS INC 0.1%
Value ($000) $490 Shares 7,159 Est. Cost $59.19 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $487 Shares 1,031 Est. Cost $179.37 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $486 Shares 1,300 Est. Cost $249.52 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $484 Shares 1,936 Est. Cost $220.52 Unrealized -2.7%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $481 Shares 1,694 Est. Cost $229.61 Unrealized +12.3%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $475 Shares 2,257 Est. Cost $178.08 Unrealized +11.2%
ACWI ISHARES TR 0.1%
Value ($000) $471 Shares 5,189 Est. Cost $59.24 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $463 Shares 5,446 Est. Cost $114.27 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $463 Shares 1,921 Est. Cost $135.77 Unrealized
POOL POOL CORP 0.1%
Value ($000) $461 Shares 1,237 Est. Cost $328.73 Unrealized 0.0%
SPLUNK INC 0.1%
Value ($000) $448 Shares 2,635 Est. Cost $82.96 Unrealized
GVA GRANITE CONSTR INC 0.1%
Value ($000) $446 Shares 16,715 Est. Cost $22.45 Unrealized +2.4%
ZTS ZOETIS INC 0.1%
Value ($000) $434 Shares 2,621 Est. Cost $155.43 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $428 Shares 378 Est. Cost $71.95 Unrealized +45.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $416 Shares 3,818 Est. Cost $58.70 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $415 Shares 2,620 Est. Cost $123.22 Unrealized +15.6%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $414 Shares 4,534 Est. Cost $82.95 Unrealized 0.0%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $411 Shares 9,761 Est. Cost $46.64 Unrealized -22.6%
WDAY WORKDAY INC 0.1%
Value ($000) $409 Shares 1,708 Est. Cost $204.14 Unrealized +10.1%
MS MORGAN STANLEY 0.1%
Value ($000) $402 Shares 5,860 Est. Cost $35.77 Unrealized +36.5%
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $396 Shares 5,394 Est. Cost $54.04 Unrealized +20.2%
TENB TENABLE HLDGS INC 0.1%
Value ($000) $396 Shares 7,585 Est. Cost $27.17 Unrealized +45.8%
YUM YUM BRANDS INC 0.1%
Value ($000) $379 Shares 3,495 Est. Cost $84.92 Unrealized +9.2%
BYD BOYD GAMING CORP 0.1%
Value ($000) $377 Shares 8,780 Est. Cost $24.10 Unrealized +46.4%
ABT ABBOTT LABS 0.1%
Value ($000) $374 Shares 3,418 Est. Cost $71.02 Unrealized +39.8%
ELV ANTHEM INC 0.1%
Value ($000) $373 Shares 1,161 Est. Cost $247.72 Unrealized +15.5%
T AT&T INC 0.1%
Value ($000) $372 Shares 12,942 Est. Cost $15.47 Unrealized -0.6%
ARISTA NETWORKS INC 0.1%
Value ($000) $371 Shares 1,278 Est. Cost $227.37 Unrealized
HCAT HEALTH CATALYST INC 0.1%
Value ($000) $359 Shares 8,255 Est. Cost $34.49 Unrealized +6.9%
NOBL PROSHARES TR 0.1%
Value ($000) $358 Shares 4,482 Est. Cost $73.01 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $356 Shares 3,134 Est. Cost $88.95 Unrealized
MTCH MATCH GROUP INC NEW 0.1%
Value ($000) $353 Shares 2,334 Est. Cost $104.89 Unrealized +23.2%
BLACKROCK INC 0.0%
Value ($000) $349 Shares 484 Est. Cost $434.28 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $348 Shares 897 Est. Cost $240.68 Unrealized
ANSYS INC 0.0%
Value ($000) $342 Shares 939 Est. Cost $222.02 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $325 Shares 2,919 Est. Cost $73.30 Unrealized +33.5%
NVS NOVARTIS AG 0.0%
Value ($000) $322 Shares 3,406 Est. Cost $88.76 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $321 Shares 10,450 Est. Cost $29.76 Unrealized +2.5%
STORE CAP CORP 0.0%
Value ($000) $321 Shares 9,440 Est. Cost $27.94 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $320 Shares 6,382 Est. Cost $41.54 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $319 Shares 5,591 Est. Cost $39.65 Unrealized +41.6%
FISV FISERV INC 0.0%
Value ($000) $317 Shares 2,785 Est. Cost $107.76 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $311 Shares 503 Est. Cost $457.04 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $311 Shares 1,255 Est. Cost $226.59 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $310 Shares 3,270 Est. Cost $49.96 Unrealized +72.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $306 Shares 1,438 Est. Cost $133.22 Unrealized +22.9%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $300 Shares 3,548 Est. Cost $77.93 Unrealized -16.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $299 Shares 3,876 Est. Cost $61.78 Unrealized +6.2%
IWB ISHARES TR 0.0%
Value ($000) $296 Shares 1,395 Est. Cost $177.33 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $296 Shares 2,362 Est. Cost $130.41 Unrealized -1.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $282 Shares 1,270 Est. Cost $175.52 Unrealized +11.7%
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $280 Shares 7,250 Est. Cost $30.13 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $279 Shares 4,180 Est. Cost $47.78 Unrealized +20.1%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $270 Shares 1,936 Est. Cost $103.69 Unrealized +15.2%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $268 Shares 1,970 Est. Cost $112.75 Unrealized 0.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $264 Shares 1,187 Est. Cost $155.67 Unrealized +54.3%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $262 Shares 6,650 Est. Cost $31.42 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $262 Shares 5,412 Est. Cost $51.12 Unrealized -18.2%
SBNY SIGNATURE BK NEW YORK N Y 0.0%
Value ($000) $262 Shares 1,936 Est. Cost $135.33 Unrealized
AERIE PHARMACEUTICALS INC 0.0%
Value ($000) $260 Shares 19,240 Est. Cost $22.68 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $253 Shares 949 Est. Cost $165.58 Unrealized +35.1%
AMBA AMBARELLA INC 0.0%
Value ($000) $248 Shares 2,700 Est. Cost $70.02 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $245 Shares 1,453 Est. Cost $117.65 Unrealized +16.4%
RACE FERRARI N V 0.0%
Value ($000) $242 Shares 1,055 Est. Cost $204.03 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $232 Shares 1,315 Est. Cost $147.45 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $231 Shares 3,500 Est. Cost $59.99 Unrealized 0.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $225 Shares 588 Est. Cost $368.31 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $216 Shares 5,000 Est. Cost $32.91 Unrealized +20.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $214 Shares 1,826 Est. Cost $95.08 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $210 Shares 1,777 Est. Cost $107.44 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $208 Shares 1,359 Est. Cost $118.20 Unrealized 0.0%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $207 Shares 1,013 Est. Cost $204.34 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $206 Shares 1,282 Est. Cost $139.87 Unrealized +5.8%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $204 Shares 1,582 Est. Cost $114.12 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $202 Shares 2,203 Est. Cost $91.69 Unrealized
QFIN 360 DIGITECH INC 0.0%
Value ($000) $118 Shares 10,000 Est. Cost $8.00 Unrealized
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $44 Shares 20,000 Est. Cost $1.80 Unrealized