GeoWealth Management, LLC Diversified Active

CIK: 0001593387 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 17, 2021

Total Value ($000): $790,836 (100.0% shares, 0.0% debt)

Holdings (271)

TDSC EXCHANGE LISTED FDS TR 12.9%
Value ($000) $102,171 Shares 3,811,121 Est. Cost $24.95 Unrealized
EXCHANGE LISTED FDS TR 6.2%
Value ($000) $49,072 Shares 1,767,647 Est. Cost $25.60 Unrealized
TDSB EXCHANGE LISTED FDS TR 4.4%
Value ($000) $35,168 Shares 1,373,619 Est. Cost $24.48 Unrealized
EXCHANGE LISTED FDS TR 4.2%
Value ($000) $33,543 Shares 1,182,916 Est. Cost $26.21 Unrealized
BOND PIMCO ETF TR 3.5%
Value ($000) $27,641 Shares 249,101 Est. Cost $111.11 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $15,367 Shares 328,577 Est. Cost $46.77 Unrealized
DVY ISHARES TR 1.9%
Value ($000) $14,755 Shares 126,500 Est. Cost $114.33 Unrealized
JPIN JP MORGAN EXCHANGE TRADED FD 1.8%
Value ($000) $14,057 Shares 225,047 Est. Cost $53.66 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.8%
Value ($000) $13,943 Shares 146,663 Est. Cost $96.06 Unrealized
JPME JP MORGAN EXCHANGE TRADED FD 1.7%
Value ($000) $13,786 Shares 156,969 Est. Cost $68.60 Unrealized
GSLC GOLDMAN SACHS ETF TR 1.7%
Value ($000) $13,739 Shares 159,698 Est. Cost $75.67 Unrealized
XLY SELECT SECTOR SPDR TR 1.7%
Value ($000) $13,133 Shares 73,550 Est. Cost $159.72 Unrealized
XLK SELECT SECTOR SPDR TR 1.6%
Value ($000) $12,375 Shares 83,803 Est. Cost $124.76 Unrealized
IEFA ISHARES TR 1.5%
Value ($000) $12,213 Shares 163,150 Est. Cost $74.86 Unrealized
XLV SELECT SECTOR SPDR TR 1.5%
Value ($000) $11,823 Shares 93,854 Est. Cost $108.11 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $10,918 Shares 25,507 Est. Cost $348.20 Unrealized
LQD ISHARES TR 1.3%
Value ($000) $10,112 Shares 75,240 Est. Cost $133.24 Unrealized
GSSC GOLDMAN SACHS ETF TR 1.3%
Value ($000) $9,991 Shares 153,617 Est. Cost $43.96 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $9,828 Shares 155,054 Est. Cost $52.60 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $9,550 Shares 32,924 Est. Cost $230.12 Unrealized
IVOL KRANESHARES TR 1.1%
Value ($000) $8,950 Shares 324,057 Est. Cost $28.08 Unrealized
XLSR SSGA ACTIVE TR 1.1%
Value ($000) $8,529 Shares 192,056 Est. Cost $36.87 Unrealized
SPTM SPDR SERIES TRUST 1.1%
Value ($000) $8,330 Shares 157,220 Est. Cost $47.75 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $7,985 Shares 22,521 Est. Cost $276.52 Unrealized
SPEM SPDR INDEX SHS FDS 0.9%
Value ($000) $7,223 Shares 158,836 Est. Cost $38.02 Unrealized
SPYM SPDR SERIES TRUST 0.9%
Value ($000) $7,153 Shares 142,131 Est. Cost $38.93 Unrealized
SPSB SPDR SER TR 0.9%
Value ($000) $7,024 Shares 224,391 Est. Cost $31.36 Unrealized
PDBC INVESCO ACTIVELY MANAGD ETF 0.9%
Value ($000) $6,947 Shares 345,769 Est. Cost $16.62 Unrealized
IVV ISHARES TR 0.9%
Value ($000) $6,824 Shares 15,873 Est. Cost $378.72 Unrealized
IEMG ISHARES TR 0.9%
Value ($000) $6,729 Shares 100,430 Est. Cost $58.86 Unrealized
IYG ISHARES TR 0.8%
Value ($000) $6,702 Shares 36,174 Est. Cost $163.63 Unrealized
BND VANGUARD BD INDEX FDS 0.8%
Value ($000) $6,673 Shares 77,686 Est. Cost $88.03 Unrealized
XLC SELECT SECTOR SPDR TR 0.8%
Value ($000) $6,532 Shares 80,668 Est. Cost $61.51 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $6,380 Shares 42,324 Est. Cost $117.20 Unrealized
SPDW SPDR INDEX SHS FDS 0.8%
Value ($000) $6,325 Shares 171,893 Est. Cost $29.77 Unrealized
GEM GOLDMAN SACHS ETF TR 0.8%
Value ($000) $6,118 Shares 149,895 Est. Cost $33.72 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $5,664 Shares 154,383 Est. Cost $27.60 Unrealized
IHI ISHARES TR 0.7%
Value ($000) $5,380 Shares 14,903 Est. Cost $355.73 Unrealized
SPAB SPDR SER TR 0.7%
Value ($000) $5,342 Shares 177,983 Est. Cost $30.48 Unrealized
JPUS JP MORGAN EXCHANGE TRADED FD 0.7%
Value ($000) $5,259 Shares 54,349 Est. Cost $73.52 Unrealized
BBAG J P MORGAN EXCHANGE-TRADED F 0.7%
Value ($000) $5,199 Shares 95,492 Est. Cost $28.60 Unrealized
SDY SPDR SERIES TRUST 0.6%
Value ($000) $5,134 Shares 41,999 Est. Cost $110.23 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $5,071 Shares 262,978 Est. Cost $18.95 Unrealized
BSV VANGUARD BD INDEX FD INC 0.6%
Value ($000) $5,040 Shares 61,343 Est. Cost $83.01 Unrealized
EXCHANGE LISTED FDS TR 0.6%
Value ($000) $4,959 Shares 194,901 Est. Cost $24.28 Unrealized
IYR ISHARES TR 0.6%
Value ($000) $4,881 Shares 47,853 Est. Cost $88.27 Unrealized
FDHY FIDELITY COVINGTON TR 0.6%
Value ($000) $4,650 Shares 83,109 Est. Cost $53.36 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.6%
Value ($000) $4,585 Shares 44,289 Est. Cost $84.04 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $4,429 Shares 92,262 Est. Cost $47.68 Unrealized
AAXJ ISHARES TR 0.5%
Value ($000) $4,300 Shares 45,497 Est. Cost $81.32 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,276 Shares 41,748 Est. Cost $79.79 Unrealized
EMTL SSGA ACTIVE TR 0.5%
Value ($000) $4,204 Shares 82,367 Est. Cost $51.04 Unrealized
IEUR ISHARES TR 0.5%
Value ($000) $4,197 Shares 73,307 Est. Cost $55.28 Unrealized
IAGG ISHARES TR 0.5%
Value ($000) $4,175 Shares 75,792 Est. Cost $55.08 Unrealized
HYG ISHARES TR 0.5%
Value ($000) $4,008 Shares 45,533 Est. Cost $85.54 Unrealized
USMV ISHARES TR 0.5%
Value ($000) $3,878 Shares 52,675 Est. Cost $73.62 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $3,648 Shares 149,105 Est. Cost $22.30 Unrealized
IGSB ISHARES TR 0.5%
Value ($000) $3,628 Shares 66,186 Est. Cost $53.90 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $3,258 Shares 39,386 Est. Cost $83.24 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $3,208 Shares 63,049 Est. Cost $51.62 Unrealized
HYS PIMCO ETF TR 0.4%
Value ($000) $3,206 Shares 32,071 Est. Cost $96.99 Unrealized
XSOE WISDOMTREE TR 0.4%
Value ($000) $3,200 Shares 76,044 Est. Cost $39.85 Unrealized
IEI ISHARES TR 0.4%
Value ($000) $3,199 Shares 24,506 Est. Cost $133.33 Unrealized
VSDA VICTORY PORTFOLIOS II 0.4%
Value ($000) $2,871 Shares 65,043 Est. Cost $36.12 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $2,865 Shares 187,129 Est. Cost $14.85 Unrealized
EFG ISHARES TR 0.4%
Value ($000) $2,849 Shares 26,557 Est. Cost $107.28 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,765 Shares 33,594 Est. Cost $73.07 Unrealized
EFV ISHARES TR 0.3%
Value ($000) $2,629 Shares 50,805 Est. Cost $51.75 Unrealized
FISR SSGA ACTIVE TR 0.3%
Value ($000) $2,602 Shares 83,057 Est. Cost $31.81 Unrealized
SPSM SPDR SERIES TRUST 0.3%
Value ($000) $2,451 Shares 55,790 Est. Cost $34.02 Unrealized
NEAR ISHARES US ETF TR 0.3%
Value ($000) $2,432 Shares 48,486 Est. Cost $50.16 Unrealized
BBHY JP MORGAN EXCHANGE TRADED FD 0.3%
Value ($000) $2,374 Shares 45,393 Est. Cost $52.30 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,278 Shares 32,566 Est. Cost $62.31 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,255 Shares 41,892 Est. Cost $40.70 Unrealized
INDEXIQ ETF TR 0.3%
Value ($000) $2,217 Shares 87,768 Est. Cost $24.81 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $2,161 Shares 15,789 Est. Cost $83.56 Unrealized +51.3%
IYW ISHARES TR 0.3%
Value ($000) $2,125 Shares 21,377 Est. Cost $85.62 Unrealized
TLT ISHARES TR 0.3%
Value ($000) $2,015 Shares 13,965 Est. Cost $157.98 Unrealized
IGIB ISHARES TR 0.3%
Value ($000) $1,980 Shares 32,715 Est. Cost $58.13 Unrealized
SPMD SPDR SERIES TRUST 0.2%
Value ($000) $1,977 Shares 41,835 Est. Cost $36.61 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1,931 Shares 13,747 Est. Cost $120.56 Unrealized
SPEU SPDR INDEX SHS FDS 0.2%
Value ($000) $1,876 Shares 44,846 Est. Cost $41.83 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,699 Shares 78,727 Est. Cost $21.74 Unrealized
IGV ISHARES TR 0.2%
Value ($000) $1,622 Shares 4,157 Est. Cost $390.19 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $1,607 Shares 14,834 Est. Cost $109.76 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,545 Shares 15,177 Est. Cost $101.80 Unrealized
MLN VANECK VECTORS ETF TR 0.2%
Value ($000) $1,540 Shares 70,274 Est. Cost $21.91 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,413 Shares 18,704 Est. Cost $57.18 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,382 Shares 5,100 Est. Cost $192.68 Unrealized +27.0%
SPLB SPDR SER TR 0.2%
Value ($000) $1,363 Shares 42,930 Est. Cost $32.13 Unrealized
HYD VANECK VECTORS ETF TR 0.2%
Value ($000) $1,326 Shares 20,858 Est. Cost $63.57 Unrealized
ITM VANECK VECTORS ETF TR 0.2%
Value ($000) $1,318 Shares 25,413 Est. Cost $51.86 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $1,299 Shares 25,643 Est. Cost $50.66 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,289 Shares 19,013 Est. Cost $70.14 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $1,286 Shares 33,354 Est. Cost $30.46 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $1,218 Shares 23,954 Est. Cost $50.85 Unrealized
JVAL J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $1,077 Shares 29,832 Est. Cost $33.33 Unrealized
JPSE JP MORGAN EXCHANGE TRADED FD 0.1%
Value ($000) $1,071 Shares 24,091 Est. Cost $30.81 Unrealized
SPIP SPDR SERIES TRUST 0.1%
Value ($000) $1,036 Shares 33,295 Est. Cost $30.98 Unrealized
GPRK GEOPARK LTD 0.1%
Value ($000) $1,028 Shares 81,290 Est. Cost $14.83 Unrealized +3.0%
XBI SPDR SERIES TRUST 0.1%
Value ($000) $1,013 Shares 7,478 Est. Cost $128.01 Unrealized
JPEM JP MORGAN EXCHANGE TRADED FD 0.1%
Value ($000) $955 Shares 16,115 Est. Cost $52.63 Unrealized
FINX GLOBAL X FDS 0.1%
Value ($000) $951 Shares 19,972 Est. Cost $45.69 Unrealized
ANGL VANECK VECTORS ETF TRUST 0.1%
Value ($000) $945 Shares 28,706 Est. Cost $30.75 Unrealized
SPTL SPDR SERIES TRUST 0.1%
Value ($000) $942 Shares 22,830 Est. Cost $41.04 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $899 Shares 3,722 Est. Cost $144.87 Unrealized +32.2%
CHIQ GLOBAL X FDS 0.1%
Value ($000) $891 Shares 25,179 Est. Cost $31.15 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $877 Shares 17,444 Est. Cost $37.90 Unrealized
SOCL GLOBAL X FDS 0.1%
Value ($000) $852 Shares 11,780 Est. Cost $57.86 Unrealized
BBRE J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $825 Shares 8,588 Est. Cost $96.06 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $822 Shares 7,134 Est. Cost $99.73 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $820 Shares 15,290 Est. Cost $52.85 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $816 Shares 6,575 Est. Cost $67.61 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $796 Shares 6,670 Est. Cost $87.83 Unrealized +16.5%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $777 Shares 5,098 Est. Cost $135.29 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $754 Shares 5,109 Est. Cost $128.43 Unrealized
MILN GLOBAL X FDS 0.1%
Value ($000) $750 Shares 17,368 Est. Cost $35.21 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $731 Shares 12,074 Est. Cost $60.54 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $730 Shares 6,329 Est. Cost $118.46 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $717 Shares 1,728 Est. Cost $300.63 Unrealized +11.6%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $688 Shares 14,942 Est. Cost $46.04 Unrealized
SPBO SPDR SER TR 0.1%
Value ($000) $686 Shares 19,389 Est. Cost $35.66 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $682 Shares 3,064 Est. Cost $156.36 Unrealized
EBND SPDR SER TR 0.1%
Value ($000) $677 Shares 25,685 Est. Cost $27.14 Unrealized
CLOU GLOBAL X FDS 0.1%
Value ($000) $664 Shares 23,179 Est. Cost $26.84 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $650 Shares 18,600 Est. Cost $33.14 Unrealized
HERO GLOBAL X FDS 0.1%
Value ($000) $649 Shares 20,116 Est. Cost $29.61 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $647 Shares 12,116 Est. Cost $54.27 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $641 Shares 4,998 Est. Cost $123.69 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $638 Shares 3,873 Est. Cost $168.15 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $611 Shares 13,141 Est. Cost $39.98 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $610 Shares 14,811 Est. Cost $30.25 Unrealized +20.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $599 Shares 9,502 Est. Cost $44.26 Unrealized +13.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $572 Shares 6,846 Est. Cost $56.76 Unrealized +24.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $569 Shares 3,665 Est. Cost $124.42 Unrealized +12.3%
PFF ISHARES TR 0.1%
Value ($000) $559 Shares 14,173 Est. Cost $38.51 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $556 Shares 9,764 Est. Cost $36.73 Unrealized +33.6%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $534 Shares 8,705 Est. Cost $61.63 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $526 Shares 4,700 Est. Cost $85.64 Unrealized +18.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $524 Shares 1,884 Est. Cost $201.48 Unrealized +38.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $524 Shares 6,152 Est. Cost $66.77 Unrealized +13.4%
BLACKROCK INC 0.1%
Value ($000) $520 Shares 594 Est. Cost $602.17 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $514 Shares 3,670 Est. Cost $100.06 Unrealized +28.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $511 Shares 4,766 Est. Cost $64.24 Unrealized +37.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $508 Shares 3,466 Est. Cost $95.00 Unrealized +19.4%
VOX VANGUARD WORLD FDS 0.1%
Value ($000) $501 Shares 3,483 Est. Cost $104.09 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $501 Shares 4,783 Est. Cost $79.09 Unrealized +10.1%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $492 Shares 11,082 Est. Cost $36.39 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $491 Shares 7,131 Est. Cost $51.51 Unrealized +8.5%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $489 Shares 9,303 Est. Cost $42.59 Unrealized
WMT WALMART INC 0.1%
Value ($000) $486 Shares 3,449 Est. Cost $39.84 Unrealized +10.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $481 Shares 2,079 Est. Cost $171.06 Unrealized +22.4%
COST BLACKROCK INC 0.1%
Value ($000) $478 Shares 1,207 Est. Cost $296.21 Unrealized +21.2%
DOW DOW INC 0.1%
Value ($000) $463 Shares 7,320 Est. Cost $46.58 Unrealized +9.6%
C CITIGROUP INC 0.1%
Value ($000) $457 Shares 6,457 Est. Cost $57.14 Unrealized +9.8%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $454 Shares 11,549 Est. Cost $34.23 Unrealized
BBEU J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $451 Shares 7,677 Est. Cost $58.75 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $446 Shares 9,675 Est. Cost $44.18 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $432 Shares 1,078 Est. Cost $310.06 Unrealized +19.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $429 Shares 3,183 Est. Cost $117.54 Unrealized +2.7%
F FORD MTR CO DEL 0.1%
Value ($000) $428 Shares 28,866 Est. Cost $10.09 Unrealized 0.0%
FXD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $427 Shares 7,032 Est. Cost $60.72 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $419 Shares 17,312 Est. Cost $19.12 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $417 Shares 1,046 Est. Cost $299.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $416 Shares 7,418 Est. Cost $41.82 Unrealized +3.8%
T AT&T INC 0.1%
Value ($000) $416 Shares 14,439 Est. Cost $15.74 Unrealized +7.9%
SNSR GLOBAL X FDS 0.1%
Value ($000) $410 Shares 11,538 Est. Cost $32.40 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $407 Shares 3,803 Est. Cost $111.11 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $400 Shares 3,919 Est. Cost $101.87 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $397 Shares 1,825 Est. Cost $189.50 Unrealized +11.8%
XYLD GLOBAL X FDS 0.0%
Value ($000) $392 Shares 7,995 Est. Cost $48.28 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $391 Shares 18,907 Est. Cost $19.93 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $388 Shares 3,704 Est. Cost $94.87 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $377 Shares 4,575 Est. Cost $73.15 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $374 Shares 8,740 Est. Cost $36.46 Unrealized +15.4%
PFFD GLOBAL X FDS 0.0%
Value ($000) $371 Shares 14,206 Est. Cost $24.37 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $369 Shares 151 Est. Cost $83.49 Unrealized +38.8%
PCG PG&E CORP 0.0%
Value ($000) $360 Shares 35,385 Est. Cost $11.35 Unrealized -6.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $355 Shares 980 Est. Cost $280.90 Unrealized +18.8%
TLH ISHARES TR 0.0%
Value ($000) $344 Shares 2,340 Est. Cost $157.36 Unrealized
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $313 Shares 14,548 Est. Cost $11.05 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $311 Shares 4,954 Est. Cost $62.78 Unrealized
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $310 Shares 5,823 Est. Cost $53.24 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $286 Shares 5,577 Est. Cost $51.28 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $285 Shares 83 Est. Cost $113.68 Unrealized +46.2%
QYLD GLOBAL X FDS 0.0%
Value ($000) $281 Shares 12,526 Est. Cost $21.69 Unrealized
OSI ETF TR 0.0%
Value ($000) $269 Shares 4,713 Est. Cost $57.08 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $265 Shares 4,177 Est. Cost $62.59 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $261 Shares 10,502 Est. Cost $25.36 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $255 Shares 2,631 Est. Cost $87.97 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $251 Shares 100 Est. Cost $98.47 Unrealized +20.1%
LDUR PIMCO ETF TR 0.0%
Value ($000) $251 Shares 2,477 Est. Cost $101.49 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $228 Shares 6,971 Est. Cost $31.99 Unrealized
SHYD VANECK VECTORS ETF TR 0.0%
Value ($000) $222 Shares 8,679 Est. Cost $25.58 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $215 Shares 7,024 Est. Cost $30.69 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $215 Shares 1,328 Est. Cost $158.82 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $201 Shares 4,137 Est. Cost $47.56 Unrealized
DIV GLOBAL X FDS 0.0%
Value ($000) $195 Shares 9,744 Est. Cost $19.39 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $187 Shares 5,073 Est. Cost $37.02 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $178 Shares 514 Est. Cost $270.37 Unrealized +17.8%
AMYRIS INC 0.0%
Value ($000) $175 Shares 10,664 Est. Cost $19.19 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $159 Shares 11,242 Est. Cost $11.15 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $151 Shares 2,486 Est. Cost $47.19 Unrealized 0.0%
ETF SER SOLUTIONS 0.0%
Value ($000) $145 Shares 1,709 Est. Cost $84.84 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $144 Shares 1,318 Est. Cost $105.70 Unrealized
SKOR FLEXSHARES TR 0.0%
Value ($000) $139 Shares 2,560 Est. Cost $54.30 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $133 Shares 1,470 Est. Cost $90.76 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $99 Shares 890 Est. Cost $111.24 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $91 Shares 1,004 Est. Cost $89.63 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $88 Shares 135 Est. Cost $651.85 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $86 Shares 2,405 Est. Cost $32.34 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $84 Shares 911 Est. Cost $73.70 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $83 Shares 364 Est. Cost $161.77 Unrealized
DE DEERE & CO 0.0%
Value ($000) $83 Shares 236 Est. Cost $342.83 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $82 Shares 154 Est. Cost $498.37 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $81 Shares 282 Est. Cost $265.75 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $80 Shares 413 Est. Cost $164.21 Unrealized 0.0%
CDW CDW CORP 0.0%
Value ($000) $80 Shares 459 Est. Cost $162.84 Unrealized 0.0%
QRVO QORVO INC 0.0%
Value ($000) $80 Shares 412 Est. Cost $184.45 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $78 Shares 134 Est. Cost $515.47 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $78 Shares 519 Est. Cost $69.15 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $77 Shares 330 Est. Cost $220.99 Unrealized 0.0%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $75 Shares 807 Est. Cost $92.94 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $74 Shares 491 Est. Cost $139.07 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $74 Shares 1,101 Est. Cost $53.89 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $73 Shares 1,420 Est. Cost $43.85 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $73 Shares 190 Est. Cost $56.43 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $73 Shares 644 Est. Cost $94.76 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $72 Shares 494 Est. Cost $133.21 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $72 Shares 2,205 Est. Cost $26.88 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $70 Shares 242 Est. Cost $206.72 Unrealized +27.5%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $70 Shares 513 Est. Cost $132.50 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $69 Shares 600 Est. Cost $94.95 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $69 Shares 698 Est. Cost $81.33 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $69 Shares 224 Est. Cost $291.08 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $68 Shares 420 Est. Cost $155.74 Unrealized 0.0%
WTMF WISDOMTREE TR 0.0%
Value ($000) $67 Shares 1,612 Est. Cost $37.05 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $66 Shares 691 Est. Cost $87.00 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $65 Shares 203 Est. Cost $242.62 Unrealized +17.0%
ABT ABBOTT LABS 0.0%
Value ($000) $65 Shares 565 Est. Cost $107.28 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $65 Shares 271 Est. Cost $236.31 Unrealized 0.0%
FALN ISHARES TR 0.0%
Value ($000) $64 Shares 2,143 Est. Cost $26.60 Unrealized
EBIZ GLOBAL X FDS 0.0%
Value ($000) $63 Shares 1,825 Est. Cost $34.50 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $63 Shares 1,081 Est. Cost $55.44 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $62 Shares 992 Est. Cost $54.62 Unrealized 0.0%
BWA BORGWARNER INC 0.0%
Value ($000) $61 Shares 1,239 Est. Cost $41.16 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $58 Shares 1,685 Est. Cost $34.42 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $58 Shares 506 Est. Cost $113.19 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $57 Shares 212 Est. Cost $250.29 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $57 Shares 1,620 Est. Cost $31.63 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $57 Shares 422 Est. Cost $135.07 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $56 Shares 270 Est. Cost $194.12 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $52 Shares 388 Est. Cost $112.39 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $52 Shares 709 Est. Cost $66.51 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $50 Shares 527 Est. Cost $94.88 Unrealized
VRP INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $50 Shares 1,885 Est. Cost $25.50 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $48 Shares 400 Est. Cost $120.00 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $46 Shares 2,386 Est. Cost $20.18 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $44 Shares 552 Est. Cost $70.29 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $43 Shares 260 Est. Cost $104.57 Unrealized +41.4%
AIA ISHARES TR 0.0%
Value ($000) $43 Shares 469 Est. Cost $89.01 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $37 Shares 138 Est. Cost $221.28 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $30 Shares 1,138 Est. Cost $20.43 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $29 Shares 614 Est. Cost $47.23 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $27 Shares 600 Est. Cost $39.98 Unrealized 0.0%
KRMA GLOBAL X FDS 0.0%
Value ($000) $15 Shares 473 Est. Cost $30.51 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $128.49 Unrealized -4.9%
EAGG ISHARES TR 0.0%
Value ($000) $6 Shares 105 Est. Cost $57.14 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 51 Est. Cost $58.82 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $2 Shares 71 Est. Cost $28.17 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.28 Unrealized