GeoWealth Management, LLC Diversified Active

CIK: 0001593387 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $623,548 (100.0% shares, 0.0% debt)

Holdings (208)

TDSC EXCHANGE LISTED FDS TR 10.4%
Value ($000) $64,576 Shares 2,620,914 Est. Cost $24.64 Unrealized
TDSB EXCHANGE LISTED FDS TR 5.0%
Value ($000) $31,228 Shares 1,279,201 Est. Cost $24.41 Unrealized
EXCHANGE LISTED FDS TR 3.6%
Value ($000) $22,326 Shares 896,735 Est. Cost $24.90 Unrealized
BOND PIMCO ETF TR 3.5%
Value ($000) $21,582 Shares 190,887 Est. Cost $111.40 Unrealized
QQQ INVESCO QQQ TR 3.0%
Value ($000) $18,738 Shares 59,732 Est. Cost $273.25 Unrealized
GSLC GOLDMAN SACHS ETF TR 2.1%
Value ($000) $13,178 Shares 174,116 Est. Cost $75.56 Unrealized
JPIN JP MORGAN EXCHANGE TRADED FD 2.0%
Value ($000) $12,712 Shares 218,391 Est. Cost $52.88 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.9%
Value ($000) $12,013 Shares 123,728 Est. Cost $96.44 Unrealized
XLY SELECT SECTOR SPDR TR 1.9%
Value ($000) $11,878 Shares 73,843 Est. Cost $155.29 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 1.8%
Value ($000) $10,969 Shares 276,599 Est. Cost $30.55 Unrealized
JPME JP MORGAN EXCHANGE TRADED FD 1.6%
Value ($000) $9,790 Shares 130,130 Est. Cost $65.14 Unrealized
EXCHANGE LISTED FDS TR 1.6%
Value ($000) $9,788 Shares 395,396 Est. Cost $24.75 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $8,864 Shares 69,451 Est. Cost $117.20 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $8,771 Shares 34,546 Est. Cost $230.12 Unrealized
XLK SELECT SECTOR SPDR TR 1.4%
Value ($000) $8,570 Shares 65,846 Est. Cost $118.62 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $8,282 Shares 22,170 Est. Cost $338.19 Unrealized
TLT ISHARES TR 1.3%
Value ($000) $8,175 Shares 51,881 Est. Cost $157.98 Unrealized
LQD ISHARES TR 1.3%
Value ($000) $8,098 Shares 58,559 Est. Cost $134.49 Unrealized
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $7,780 Shares 68,385 Est. Cost $104.48 Unrealized
SPAB SPDR SER TR 1.2%
Value ($000) $7,376 Shares 239,544 Est. Cost $30.72 Unrealized
GSSC GOLDMAN SACHS ETF TR 1.2%
Value ($000) $7,298 Shares 134,771 Est. Cost $41.14 Unrealized
XLI SELECT SECTOR SPDR TR 1.1%
Value ($000) $7,115 Shares 80,164 Est. Cost $79.79 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $7,106 Shares 121,767 Est. Cost $50.18 Unrealized
IGSB ISHARES TR 1.1%
Value ($000) $6,950 Shares 125,895 Est. Cost $53.90 Unrealized
SPYM SPDR SERIES TRUST 1.1%
Value ($000) $6,745 Shares 153,370 Est. Cost $38.93 Unrealized
BND VANGUARD BD INDEX FDS 1.1%
Value ($000) $6,727 Shares 76,270 Est. Cost $88.20 Unrealized
XLSR SSGA ACTIVE TR 1.0%
Value ($000) $6,482 Shares 160,627 Est. Cost $35.75 Unrealized
PFF ISHARES TR 1.0%
Value ($000) $6,430 Shares 166,704 Est. Cost $38.50 Unrealized
SPSB SPDR SER TR 1.0%
Value ($000) $6,419 Shares 204,376 Est. Cost $31.36 Unrealized
IEFA ISHARES TR 1.0%
Value ($000) $6,416 Shares 92,855 Est. Cost $69.10 Unrealized
SPDW SPDR INDEX SHS FDS 1.0%
Value ($000) $6,138 Shares 181,782 Est. Cost $29.77 Unrealized
IEMG ISHARES TR 1.0%
Value ($000) $5,952 Shares 96,107 Est. Cost $58.22 Unrealized
SPTM SPDR SERIES TRUST 0.9%
Value ($000) $5,635 Shares 122,246 Est. Cost $46.10 Unrealized
IVV ISHARES TR 0.9%
Value ($000) $5,344 Shares 14,234 Est. Cost $375.44 Unrealized
JPUS JP MORGAN EXCHANGE TRADED FD 0.8%
Value ($000) $5,075 Shares 60,657 Est. Cost $73.52 Unrealized
BSV VANGUARD BD INDEX FD INC 0.8%
Value ($000) $4,870 Shares 58,802 Est. Cost $83.04 Unrealized
SPEM SPDR INDEX SHS FDS 0.8%
Value ($000) $4,756 Shares 112,581 Est. Cost $35.06 Unrealized
IYR ISHARES TR 0.7%
Value ($000) $4,569 Shares 53,338 Est. Cost $85.66 Unrealized
JP MORGAN EXCHANGE TRADED FD 0.7%
Value ($000) $4,539 Shares 163,029 Est. Cost $26.83 Unrealized
GEM GOLDMAN SACHS ETF TR 0.7%
Value ($000) $4,534 Shares 119,055 Est. Cost $32.06 Unrealized
XLC SELECT SECTOR SPDR TR 0.7%
Value ($000) $4,383 Shares 64,855 Est. Cost $58.62 Unrealized
EXCHANGE LISTED FDS TR 0.7%
Value ($000) $4,180 Shares 172,720 Est. Cost $24.20 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $4,102 Shares 138,854 Est. Cost $24.27 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $3,885 Shares 46,646 Est. Cost $83.29 Unrealized
FDHY FIDELITY COVINGTON TR 0.6%
Value ($000) $3,781 Shares 67,840 Est. Cost $52.87 Unrealized
GLD SPDR GOLD TRUST 0.6%
Value ($000) $3,739 Shares 20,990 Est. Cost $168.15 Unrealized
XLP SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,675 Shares 54,401 Est. Cost $62.31 Unrealized
IAGG ISHARES TR 0.6%
Value ($000) $3,587 Shares 63,860 Est. Cost $55.63 Unrealized
USMV ISHARES TR 0.6%
Value ($000) $3,575 Shares 52,616 Est. Cost $63.73 Unrealized
HYG ISHARES TR 0.6%
Value ($000) $3,492 Shares 39,985 Est. Cost $85.28 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $3,490 Shares 228,395 Est. Cost $14.85 Unrealized
EMTL SSGA ACTIVE TR 0.6%
Value ($000) $3,463 Shares 67,753 Est. Cost $51.11 Unrealized
EFG ISHARES TR 0.6%
Value ($000) $3,452 Shares 34,203 Est. Cost $100.93 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.5%
Value ($000) $3,176 Shares 36,653 Est. Cost $81.12 Unrealized
IEI ISHARES TR 0.5%
Value ($000) $3,075 Shares 23,112 Est. Cost $133.68 Unrealized
AAXJ ISHARES TR 0.5%
Value ($000) $3,062 Shares 34,160 Est. Cost $77.52 Unrealized
SDY SPDR SERIES TRUST 0.5%
Value ($000) $3,037 Shares 28,696 Est. Cost $105.83 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $3,035 Shares 15,419 Est. Cost $161.77 Unrealized
SGOL ABERDEEN STD GOLD ETF TR 0.5%
Value ($000) $3,031 Shares 166,235 Est. Cost $17.15 Unrealized
XSOE WISDOMTREE TR 0.5%
Value ($000) $3,002 Shares 75,594 Est. Cost $39.71 Unrealized
IYG ISHARES TR 0.5%
Value ($000) $3,001 Shares 19,981 Est. Cost $150.19 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $2,934 Shares 56,980 Est. Cost $51.70 Unrealized
FLRN SPDR SERIES TRUST 0.5%
Value ($000) $2,930 Shares 95,737 Est. Cost $30.52 Unrealized
NEAR ISHARES US ETF TR 0.4%
Value ($000) $2,675 Shares 53,358 Est. Cost $50.07 Unrealized
VSDA VICTORY PORTFOLIOS II 0.4%
Value ($000) $2,630 Shares 66,225 Est. Cost $35.72 Unrealized
TIP ISHARES TR 0.4%
Value ($000) $2,575 Shares 20,166 Est. Cost $123.69 Unrealized
IWS ISHARES TR 0.4%
Value ($000) $2,531 Shares 26,062 Est. Cost $96.52 Unrealized
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $2,461 Shares 20,682 Est. Cost $118.99 Unrealized
INDEXIQ ETF TR 0.4%
Value ($000) $2,420 Shares 95,015 Est. Cost $24.81 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $2,365 Shares 29,723 Est. Cost $68.89 Unrealized
SPSM SPDR SERIES TRUST 0.4%
Value ($000) $2,359 Shares 66,015 Est. Cost $32.84 Unrealized
QQH NORTHERN LTS FD TR III 0.4%
Value ($000) $2,311 Shares 56,252 Est. Cost $30.11 Unrealized
ANGL VANECK VECTORS ETF TRUST 0.4%
Value ($000) $2,302 Shares 71,838 Est. Cost $30.75 Unrealized
SPYV SPDR SER TR 0.4%
Value ($000) $2,227 Shares 64,926 Est. Cost $28.76 Unrealized
FISR SSGA ACTIVE TR 0.4%
Value ($000) $2,225 Shares 69,218 Est. Cost $31.98 Unrealized
HYS PIMCO ETF TR 0.4%
Value ($000) $2,212 Shares 22,548 Est. Cost $95.90 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $2,205 Shares 39,936 Est. Cost $44.18 Unrealized
ICF ISHARES TR 0.4%
Value ($000) $2,186 Shares 40,610 Est. Cost $67.60 Unrealized
IGIB ISHARES TR 0.3%
Value ($000) $2,175 Shares 35,203 Est. Cost $58.13 Unrealized
LGH NORTHERN LTS FD TR III 0.3%
Value ($000) $2,166 Shares 65,419 Est. Cost $25.49 Unrealized
BBHY JP MORGAN EXCHANGE TRADED FD 0.3%
Value ($000) $2,126 Shares 40,965 Est. Cost $48.06 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $2,099 Shares 15,808 Est. Cost $82.46 Unrealized +41.9%
PDBC INVESCO ACTIVELY MANAGD ETF 0.3%
Value ($000) $1,952 Shares 128,437 Est. Cost $14.77 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,837 Shares 84,515 Est. Cost $21.74 Unrealized
IYW ISHARES TR 0.3%
Value ($000) $1,804 Shares 21,204 Est. Cost $85.08 Unrealized
IUSB ISHARES TR 0.3%
Value ($000) $1,614 Shares 29,666 Est. Cost $52.28 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $1,533 Shares 13,897 Est. Cost $109.85 Unrealized
VOX VANGUARD WORLD FDS 0.2%
Value ($000) $1,512 Shares 12,568 Est. Cost $100.58 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,492 Shares 70,990 Est. Cost $19.63 Unrealized
IGV ISHARES TR 0.2%
Value ($000) $1,455 Shares 4,111 Est. Cost $353.93 Unrealized
PAVE GLOBAL X FDS 0.2%
Value ($000) $1,435 Shares 67,744 Est. Cost $21.18 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,402 Shares 5,480 Est. Cost $255.84 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,358 Shares 28,530 Est. Cost $47.22 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,357 Shares 25,155 Est. Cost $54.27 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $1,336 Shares 26,385 Est. Cost $50.59 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,302 Shares 18,791 Est. Cost $70.46 Unrealized
IEUR ISHARES TR 0.2%
Value ($000) $1,267 Shares 24,711 Est. Cost $51.27 Unrealized
CWB SPDR SER TR 0.2%
Value ($000) $1,263 Shares 15,283 Est. Cost $66.45 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,231 Shares 32,560 Est. Cost $37.20 Unrealized
SPMD SPDR SERIES TRUST 0.2%
Value ($000) $1,216 Shares 30,222 Est. Cost $32.22 Unrealized
JPEM JP MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $1,190 Shares 21,580 Est. Cost $52.63 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $1,084 Shares 30,724 Est. Cost $29.84 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $1,013 Shares 21,455 Est. Cost $47.22 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,012 Shares 17,851 Est. Cost $56.69 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $995 Shares 4,515 Est. Cost $187.13 Unrealized +10.1%
SPIB SPDR SER TR 0.2%
Value ($000) $989 Shares 26,622 Est. Cost $37.02 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $985 Shares 2,793 Est. Cost $296.46 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $980 Shares 15,868 Est. Cost $61.63 Unrealized
IYC ISHARES TR 0.2%
Value ($000) $979 Shares 13,865 Est. Cost $95.17 Unrealized
SPBO SPDR SER TR 0.2%
Value ($000) $976 Shares 26,979 Est. Cost $35.66 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $957 Shares 34,246 Est. Cost $27.94 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $943 Shares 7,859 Est. Cost $118.46 Unrealized
JPSE JP MORGAN EXCHANGE TRADED FD 0.1%
Value ($000) $917 Shares 25,559 Est. Cost $30.33 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value ($000) $856 Shares 6,084 Est. Cost $126.28 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value ($000) $821 Shares 7,504 Est. Cost $103.48 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $821 Shares 18,328 Est. Cost $37.50 Unrealized
SPLB SPDR SER TR 0.1%
Value ($000) $808 Shares 24,348 Est. Cost $33.19 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $801 Shares 2,442 Est. Cost $328.01 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $787 Shares 6,648 Est. Cost $118.22 Unrealized
SPIP SPDR SERIES TRUST 0.1%
Value ($000) $783 Shares 25,153 Est. Cost $31.04 Unrealized
MLN VANECK VECTORS ETF TR 0.1%
Value ($000) $748 Shares 34,465 Est. Cost $21.70 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD 0.1%
Value ($000) $735 Shares 14,568 Est. Cost $50.64 Unrealized
CLOU GLOBAL X FDS 0.1%
Value ($000) $708 Shares 25,156 Est. Cost $26.68 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $701 Shares 3,978 Est. Cost $144.87 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $667 Shares 14,970 Est. Cost $39.43 Unrealized
SOCL GLOBAL X FDS 0.1%
Value ($000) $661 Shares 10,650 Est. Cost $56.41 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $657 Shares 5,127 Est. Cost $128.15 Unrealized
HYD VANECK VECTORS ETF TR 0.1%
Value ($000) $649 Shares 10,543 Est. Cost $61.56 Unrealized
ITM VANECK VECTORS ETF TR 0.1%
Value ($000) $643 Shares 12,358 Est. Cost $52.03 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $643 Shares 6,429 Est. Cost $87.45 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $626 Shares 3,220 Est. Cost $156.36 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $619 Shares 5,534 Est. Cost $59.39 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $599 Shares 9,942 Est. Cost $60.25 Unrealized
QLD PROSHARES TR 0.1%
Value ($000) $591 Shares 5,134 Est. Cost $102.72 Unrealized
EBND SPDR SER TR 0.1%
Value ($000) $589 Shares 20,946 Est. Cost $27.39 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $586 Shares 180 Est. Cost $113.68 Unrealized +40.4%
CHIQ GLOBAL X FDS 0.1%
Value ($000) $577 Shares 16,257 Est. Cost $29.65 Unrealized
MILN GLOBAL X FDS 0.1%
Value ($000) $545 Shares 14,678 Est. Cost $34.04 Unrealized
V VISA INC 0.1%
Value ($000) $538 Shares 2,463 Est. Cost $197.22 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $524 Shares 5,282 Est. Cost $80.60 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $524 Shares 3,275 Est. Cost $148.05 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $499 Shares 4,677 Est. Cost $85.15 Unrealized 0.0%
FINX GLOBAL X FDS 0.1%
Value ($000) $494 Shares 10,616 Est. Cost $46.53 Unrealized
BBRE J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $491 Shares 6,204 Est. Cost $75.60 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $470 Shares 14,250 Est. Cost $32.98 Unrealized
HERO GLOBAL X FDS 0.1%
Value ($000) $469 Shares 15,123 Est. Cost $28.97 Unrealized
WMT WALMART INC 0.1%
Value ($000) $460 Shares 3,221 Est. Cost $39.31 Unrealized +15.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $457 Shares 1,293 Est. Cost $308.19 Unrealized 0.0%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $429 Shares 3,228 Est. Cost $127.52 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $424 Shares 7,827 Est. Cost $33.99 Unrealized +22.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $419 Shares 2,489 Est. Cost $136.91 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $415 Shares 6,676 Est. Cost $10.37 Unrealized +24.0%
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $413 Shares 3,705 Est. Cost $111.47 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $406 Shares 4,287 Est. Cost $60.15 Unrealized +27.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $403 Shares 1,825 Est. Cost $164.44 Unrealized +17.5%
TLH ISHARES TR 0.1%
Value ($000) $395 Shares 2,466 Est. Cost $160.18 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.1%
Value ($000) $390 Shares 16,345 Est. Cost $25.36 Unrealized
EWX SPDR INDEX SHS FDS 0.1%
Value ($000) $388 Shares 7,464 Est. Cost $46.19 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $388 Shares 20,135 Est. Cost $19.27 Unrealized
COST BLACKROCK INC 0.1%
Value ($000) $374 Shares 995 Est. Cost $283.70 Unrealized +22.4%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $373 Shares 1,767 Est. Cost $198.05 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $367 Shares 2,875 Est. Cost $91.76 Unrealized +1.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $359 Shares 1,546 Est. Cost $186.14 Unrealized +18.3%
FS KKR CAP CORP II 0.1%
Value ($000) $358 Shares 21,817 Est. Cost $12.88 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $352 Shares 5,964 Est. Cost $41.50 Unrealized +6.0%
BLACKROCK INC 0.1%
Value ($000) $351 Shares 491 Est. Cost $548.59 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $339 Shares 9,223 Est. Cost $35.37 Unrealized
T AT&T INC 0.1%
Value ($000) $338 Shares 11,763 Est. Cost $15.50 Unrealized -0.8%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $336 Shares 2,777 Est. Cost $93.64 Unrealized +14.7%
PFFD GLOBAL X FDS 0.1%
Value ($000) $335 Shares 12,904 Est. Cost $24.19 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $333 Shares 8,390 Est. Cost $40.93 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $324 Shares 14,178 Est. Cost $21.66 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $321 Shares 8,882 Est. Cost $36.04 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $315 Shares 4,774 Est. Cost $53.03 Unrealized +4.1%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $309 Shares 4,261 Est. Cost $72.52 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $299 Shares 4,781 Est. Cost $62.54 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $299 Shares 11,893 Est. Cost $17.16 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $293 Shares 8,198 Est. Cost $32.41 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $292 Shares 959 Est. Cost $280.94 Unrealized 0.0%
GOOGL ALPHABET INC 0.0%
Value ($000) $274 Shares 156 Est. Cost $83.49 Unrealized 0.0%
JVAL J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $268 Shares 9,090 Est. Cost $29.48 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $246 Shares 5,641 Est. Cost $42.93 Unrealized
SNSR GLOBAL X FDS 0.0%
Value ($000) $244 Shares 7,709 Est. Cost $31.65 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $227 Shares 3,930 Est. Cost $49.35 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $224 Shares 2,557 Est. Cost $87.60 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $216 Shares 2,368 Est. Cost $91.22 Unrealized
WTMF WISDOMTREE TR 0.0%
Value ($000) $184 Shares 4,966 Est. Cost $37.05 Unrealized
QEFA SPDR INDEX SHS FDS 0.0%
Value ($000) $163 Shares 2,338 Est. Cost $63.06 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $163 Shares 5,298 Est. Cost $30.72 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $153 Shares 5,229 Est. Cost $26.60 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $147 Shares 543 Est. Cost $272.24 Unrealized 0.0%
GLOBAL X FDS 0.0%
Value ($000) $138 Shares 10,780 Est. Cost $11.03 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $137 Shares 1,065 Est. Cost $115.49 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $113 Shares 533 Est. Cost $180.11 Unrealized
QEMM SPDR INDEX SHS FDS 0.0%
Value ($000) $97 Shares 1,495 Est. Cost $57.73 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $84 Shares 313 Est. Cost $213.62 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $70 Shares 298 Est. Cost $206.72 Unrealized 0.0%
BAC BANK AMER CORP 0.0%
Value ($000) $69 Shares 2,246 Est. Cost $23.66 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $69 Shares 537 Est. Cost $98.14 Unrealized 0.0%
BLV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $68 Shares 627 Est. Cost $111.64 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $66 Shares 413 Est. Cost $127.53 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $65 Shares 457 Est. Cost $123.16 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $63 Shares 543 Est. Cost $95.08 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $58 Shares 209 Est. Cost $242.47 Unrealized 0.0%
MA MASTERCARD INC 0.0%
Value ($000) $53 Shares 153 Est. Cost $323.35 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $46 Shares 517 Est. Cost $65.02 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $34 Shares 275 Est. Cost $103.86 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $124.71 Unrealized 0.0%