Plancorp, LLC Diversified Active

CIK: 0001599579 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 3, 2020

Total Value ($000): $326,370 (100.0% shares, 0.0% debt)

Holdings (190)

EMR EMERSON ELEC CO 8.3%
Value ($000) $27,186 Shares 356,491 Est. Cost $47.27 Unrealized +32.9%
SPY SPDR S&P 500 ETF TR 7.0%
Value ($000) $22,718 Shares 70,584 Est. Cost $225.72 Unrealized
SCZ ISHARES TR 6.1%
Value ($000) $20,043 Shares 321,825 Est. Cost $50.12 Unrealized
VTI VANGUARD INDEX FDS 3.5%
Value ($000) $11,378 Shares 69,536 Est. Cost $142.86 Unrealized
EFV ISHARES TR 3.5%
Value ($000) $11,377 Shares 227,868 Est. Cost $47.69 Unrealized
BA BOEING CO 3.5%
Value ($000) $11,265 Shares 34,579 Est. Cost $119.71 Unrealized +193.2%
VNQ VANGUARD INDEX FDS 2.9%
Value ($000) $9,499 Shares 102,371 Est. Cost $86.49 Unrealized
AVUS AMERICAN CENTY ETF TR 2.6%
Value ($000) $8,632 Shares 158,669 Est. Cost $54.40 Unrealized
DUKE REALTY CORP 2.1%
Value ($000) $6,840 Shares 197,290 Est. Cost $23.28 Unrealized
AVDE AMERICAN CENTY ETF TR 2.0%
Value ($000) $6,572 Shares 122,215 Est. Cost $53.77 Unrealized
ENR ENERGIZER HLDGS INC NEW 1.9%
Value ($000) $6,188 Shares 123,212 Est. Cost $35.16 Unrealized +3.9%
ZM ZOOM VIDEO COMMUNICATIONS IN 1.8%
Value ($000) $5,923 Shares 87,050 Est. Cost $68.82 Unrealized 0.0%
VEA VANGUARD TAX MANAGED INTL FD 1.8%
Value ($000) $5,839 Shares 132,521 Est. Cost $41.20 Unrealized
FNV FRANCO NEVADA CORP 1.4%
Value ($000) $4,722 Shares 45,711 Est. Cost $45.77 Unrealized +99.8%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $4,618 Shares 36,976 Est. Cost $67.23 Unrealized +56.5%
AVUV AMERICAN CENTY ETF TR 1.4%
Value ($000) $4,607 Shares 84,900 Est. Cost $54.26 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $4,348 Shares 14,807 Est. Cost $30.54 Unrealized +103.1%
MSFT MICROSOFT CORP 1.3%
Value ($000) $4,303 Shares 27,287 Est. Cost $61.22 Unrealized +127.4%
AVEM AMERICAN CENTY ETF TR 1.3%
Value ($000) $4,099 Shares 74,556 Est. Cost $54.98 Unrealized
AEM AGNICO EAGLE MINES LTD 1.2%
Value ($000) $3,902 Shares 63,327 Est. Cost $32.02 Unrealized +57.3%
PEP PEPSICO INC 1.2%
Value ($000) $3,858 Shares 28,228 Est. Cost $77.53 Unrealized +45.5%
EFSC ENTERPRISE FINL SVCS CORP 1.2%
Value ($000) $3,850 Shares 79,863 Est. Cost $30.67 Unrealized +27.0%
AVDV AMERICAN CENTY ETF TR 1.1%
Value ($000) $3,689 Shares 66,600 Est. Cost $55.39 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,520 Shares 50,444 Est. Cost $57.17 Unrealized -8.9%
BARRICK GOLD CORPORATION 1.1%
Value ($000) $3,485 Shares 187,477 Est. Cost $24.82 Unrealized
BAC BANK AMER CORP 1.0%
Value ($000) $3,242 Shares 92,042 Est. Cost $15.45 Unrealized +79.8%
USB US BANCORP DEL 1.0%
Value ($000) $3,216 Shares 54,234 Est. Cost $32.01 Unrealized +38.5%
RGA REINSURANCE GRP OF AMERICA I 0.9%
Value ($000) $3,078 Shares 18,876 Est. Cost $103.80 Unrealized +55.9%
CBSH COMMERCE BANCSHARES INC 0.9%
Value ($000) $2,804 Shares 41,272 Est. Cost $37.51 Unrealized +21.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,728 Shares 12,044 Est. Cost $147.94 Unrealized +46.8%
IVV ISHARES TR 0.8%
Value ($000) $2,563 Shares 7,930 Est. Cost $241.40 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,498 Shares 8,498 Est. Cost $150.99 Unrealized +56.7%
EPC EDGEWELL PERS CARE CO 0.7%
Value ($000) $2,356 Shares 76,088 Est. Cost $72.95 Unrealized -59.7%
ENB ENBRIDGE INC 0.7%
Value ($000) $2,351 Shares 59,119 Est. Cost $20.25 Unrealized +22.7%
BSV VANGUARD BD INDEX FD INC 0.7%
Value ($000) $2,322 Shares 28,804 Est. Cost $79.29 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $2,283 Shares 7,719 Est. Cost $229.85 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.7%
Value ($000) $2,126 Shares 75,498 Est. Cost $29.07 Unrealized
UNP UNION PACIFIC CORP 0.6%
Value ($000) $2,106 Shares 11,647 Est. Cost $110.69 Unrealized +34.9%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,027 Shares 13,897 Est. Cost $95.59 Unrealized +19.4%
IWB ISHARES TR 0.5%
Value ($000) $1,788 Shares 10,022 Est. Cost $124.41 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,772 Shares 14,784 Est. Cost $98.87 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,608 Shares 14,340 Est. Cost $111.28 Unrealized
PACWEST BANCORP DEL 0.5%
Value ($000) $1,524 Shares 39,815 Est. Cost $53.03 Unrealized
WMT WALMART INC 0.5%
Value ($000) $1,500 Shares 12,621 Est. Cost $21.54 Unrealized +68.9%
ET ENERGY TRANSFER LP 0.5%
Value ($000) $1,493 Shares 116,332 Est. Cost $17.23 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,485 Shares 33,393 Est. Cost $42.46 Unrealized
T AT&T INC 0.5%
Value ($000) $1,475 Shares 37,736 Est. Cost $15.77 Unrealized +19.6%
DVY ISHARES TR 0.4%
Value ($000) $1,436 Shares 13,591 Est. Cost $88.64 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.4%
Value ($000) $1,345 Shares 56,791 Est. Cost $14.40 Unrealized +28.7%
LLY LILLY ELI & CO 0.4%
Value ($000) $1,314 Shares 10,001 Est. Cost $68.33 Unrealized +57.4%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,303 Shares 7,151 Est. Cost $126.84 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,262 Shares 10,471 Est. Cost $72.22 Unrealized +24.2%
AMZN AMAZON COM INC 0.4%
Value ($000) $1,223 Shares 662 Est. Cost $62.42 Unrealized +41.8%
PFE PFIZER INC 0.4%
Value ($000) $1,203 Shares 30,699 Est. Cost $23.75 Unrealized +12.5%
ABT ABBOTT LABS 0.4%
Value ($000) $1,144 Shares 13,170 Est. Cost $53.21 Unrealized +41.5%
MRK MERCK & CO INC 0.3%
Value ($000) $1,139 Shares 12,519 Est. Cost $46.17 Unrealized +46.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,128 Shares 5,707 Est. Cost $99.85 Unrealized +72.2%
IJH ISHARES TR 0.3%
Value ($000) $1,085 Shares 5,273 Est. Cost $165.91 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,071 Shares 17,440 Est. Cost $32.90 Unrealized +30.0%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $1,039 Shares 7,134 Est. Cost $87.05 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,036 Shares 11,706 Est. Cost $53.53 Unrealized +20.7%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,033 Shares 7,538 Est. Cost $125.40 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,025 Shares 8,554 Est. Cost $113.59 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,023 Shares 91,669 Est. Cost $29.87 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $979 Shares 9,051 Est. Cost $91.73 Unrealized +13.3%
IJR ISHARES TR 0.3%
Value ($000) $918 Shares 10,950 Est. Cost $95.00 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $913 Shares 6,551 Est. Cost $70.43 Unrealized +54.3%
GOOGL ALPHABET INC 0.3%
Value ($000) $901 Shares 673 Est. Cost $49.49 Unrealized +29.4%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $899 Shares 9,751 Est. Cost $52.38 Unrealized +42.9%
TIP ISHARES TR 0.3%
Value ($000) $896 Shares 7,684 Est. Cost $113.86 Unrealized
ESE ESCO TECHNOLOGIES INC 0.3%
Value ($000) $886 Shares 9,574 Est. Cost $65.43 Unrealized +27.7%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $883 Shares 12,820 Est. Cost $59.31 Unrealized -0.3%
MMM 3M CO 0.3%
Value ($000) $863 Shares 4,890 Est. Cost $108.76 Unrealized +2.8%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $819 Shares 6,112 Est. Cost $100.51 Unrealized -0.6%
OKE ONEOK INC NEW 0.2%
Value ($000) $815 Shares 10,774 Est. Cost $32.88 Unrealized +45.0%
IWM ISHARES TR 0.2%
Value ($000) $796 Shares 4,803 Est. Cost $146.71 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $792 Shares 5,474 Est. Cost $97.01 Unrealized +39.9%
ABIOMED INC 0.2%
Value ($000) $782 Shares 4,587 Est. Cost $112.71 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $738 Shares 5,674 Est. Cost $108.50 Unrealized
NKE NIKE INC 0.2%
Value ($000) $731 Shares 7,215 Est. Cost $51.07 Unrealized +70.0%
AEE AMEREN CORP 0.2%
Value ($000) $698 Shares 9,091 Est. Cost $41.54 Unrealized +53.2%
RGLD ROYAL GOLD INC 0.2%
Value ($000) $695 Shares 5,683 Est. Cost $87.79 Unrealized +34.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $687 Shares 14,331 Est. Cost $30.49 Unrealized +26.5%
MA MASTERCARD INC 0.2%
Value ($000) $665 Shares 2,227 Est. Cost $242.43 Unrealized +12.4%
HD HOME DEPOT INC 0.2%
Value ($000) $663 Shares 3,038 Est. Cost $111.34 Unrealized +75.1%
MGV VANGUARD WORLD FD 0.2%
Value ($000) $654 Shares 7,507 Est. Cost $67.14 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $651 Shares 10,147 Est. Cost $42.58 Unrealized +6.1%
V VISA INC 0.2%
Value ($000) $644 Shares 3,425 Est. Cost $110.29 Unrealized +56.5%
NVS NOVARTIS A G 0.2%
Value ($000) $640 Shares 6,756 Est. Cost $76.43 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $622 Shares 8,963 Est. Cost $65.06 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $620 Shares 7,290 Est. Cost $58.46 Unrealized +2.7%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $617 Shares 10,898 Est. Cost $57.04 Unrealized
FELE FRANKLIN ELEC INC 0.2%
Value ($000) $600 Shares 10,471 Est. Cost $34.33 Unrealized +44.4%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $592 Shares 3,574 Est. Cost $148.16 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $558 Shares 9,463 Est. Cost $54.57 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $554 Shares 8,810 Est. Cost $70.75 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $549 Shares 6,218 Est. Cost $51.81 Unrealized +40.6%
ORLY O REILLY AUTOMOTIVE INC NEW 0.2%
Value ($000) $545 Shares 1,244 Est. Cost $18.50 Unrealized +54.6%
META FACEBOOK INC 0.2%
Value ($000) $544 Shares 2,652 Est. Cost $145.67 Unrealized +32.0%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $529 Shares 9,135 Est. Cost $45.04 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $527 Shares 2,185 Est. Cost $133.86 Unrealized +36.5%
KO COCA COLA CO 0.2%
Value ($000) $524 Shares 9,474 Est. Cost $34.24 Unrealized +30.0%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $522 Shares 17,540 Est. Cost $19.42 Unrealized +31.3%
MO ALTRIA GROUP INC 0.2%
Value ($000) $520 Shares 10,422 Est. Cost $33.65 Unrealized -14.4%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $520 Shares 9,446 Est. Cost $36.37 Unrealized +26.2%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $514 Shares 4,314 Est. Cost $104.73 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $512 Shares 3,001 Est. Cost $82.17 Unrealized +76.6%
IWF ISHARES TR 0.2%
Value ($000) $508 Shares 2,888 Est. Cost $108.69 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $504 Shares 3,694 Est. Cost $126.37 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $503 Shares 9,387 Est. Cost $46.27 Unrealized -7.5%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $488 Shares 8,275 Est. Cost $31.25 Unrealized +39.8%
OEF ISHARES TR 0.1%
Value ($000) $486 Shares 3,375 Est. Cost $144.00 Unrealized
ALLERGAN PLC 0.1%
Value ($000) $464 Shares 2,429 Est. Cost $207.33 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $459 Shares 2,574 Est. Cost $178.32 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $459 Shares 8,534 Est. Cost $37.57 Unrealized +19.0%
CI CIGNA CORP NEW 0.1%
Value ($000) $453 Shares 2,217 Est. Cost $186.00 Unrealized -9.8%
INTC INTEL CORP 0.1%
Value ($000) $452 Shares 7,554 Est. Cost $33.12 Unrealized +48.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $446 Shares 2,903 Est. Cost $76.12 Unrealized +61.6%
APTIV PLC 0.1%
Value ($000) $446 Shares 4,699 Est. Cost $80.21 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $431 Shares 4,604 Est. Cost $78.25 Unrealized
BP BP PLC 0.1%
Value ($000) $427 Shares 11,313 Est. Cost $37.41 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $415 Shares 1,374 Est. Cost $148.82 Unrealized +70.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $415 Shares 3,237 Est. Cost $59.02 Unrealized +75.8%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $384 Shares 11,432 Est. Cost $31.93 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $381 Shares 1,575 Est. Cost $27.91 Unrealized +79.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $379 Shares 2,755 Est. Cost $85.62 Unrealized +27.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $377 Shares 2,516 Est. Cost $113.87 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $376 Shares 11,200 Est. Cost $30.00 Unrealized
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $370 Shares 21,588 Est. Cost $9.22 Unrealized +38.6%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $368 Shares 1,731 Est. Cost $187.52 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $365 Shares 17,223 Est. Cost $11.93 Unrealized +17.8%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $364 Shares 2,290 Est. Cost $112.53 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $363 Shares 2,829 Est. Cost $60.69 Unrealized +64.5%
ALB ALBEMARLE CORP 0.1%
Value ($000) $363 Shares 4,976 Est. Cost $78.92 Unrealized -21.9%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $348 Shares 2,297 Est. Cost $82.13 Unrealized +56.4%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $342 Shares 1,258 Est. Cost $158.70 Unrealized +42.7%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $341 Shares 5,776 Est. Cost $79.90 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $338 Shares 3,038 Est. Cost $60.45 Unrealized +44.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $331 Shares 7,371 Est. Cost $37.59 Unrealized +0.7%
GOOG ALPHABET INC 0.1%
Value ($000) $325 Shares 243 Est. Cost $41.54 Unrealized +54.2%
IEMG ISHARES INC 0.1%
Value ($000) $321 Shares 5,969 Est. Cost $49.46 Unrealized
GVI ISHARES TR 0.1%
Value ($000) $318 Shares 2,822 Est. Cost $109.85 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $313 Shares 2,120 Est. Cost $78.27 Unrealized +57.2%
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $312 Shares 13,149 Est. Cost $19.15 Unrealized -15.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $307 Shares 1,921 Est. Cost $98.66 Unrealized +21.8%
ECL ECOLAB INC 0.1%
Value ($000) $306 Shares 1,585 Est. Cost $108.24 Unrealized +64.1%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $306 Shares 1,073 Est. Cost $266.83 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $305 Shares 1,957 Est. Cost $109.63 Unrealized +26.3%
AFL AFLAC INC 0.1%
Value ($000) $302 Shares 5,716 Est. Cost $33.15 Unrealized +38.3%
WPC W P CAREY INC 0.1%
Value ($000) $296 Shares 3,697 Est. Cost $59.24 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $292 Shares 994 Est. Cost $271.52 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $291 Shares 3,850 Est. Cost $69.62 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $289 Shares 1,493 Est. Cost $182.43 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $287 Shares 2,307 Est. Cost $89.16 Unrealized +23.5%
LOW LOWES COS INC 0.1%
Value ($000) $283 Shares 2,364 Est. Cost $88.18 Unrealized +16.1%
YUM YUM BRANDS INC 0.1%
Value ($000) $277 Shares 2,745 Est. Cost $70.04 Unrealized +31.9%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $274 Shares 1,117 Est. Cost $245.30 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $272 Shares 2,119 Est. Cost $131.50 Unrealized
POST POST HLDGS INC 0.1%
Value ($000) $272 Shares 2,497 Est. Cost $61.08 Unrealized +12.0%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $272 Shares 2,168 Est. Cost $100.09 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $264 Shares 4,920 Est. Cost $53.66 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $262 Shares 674 Est. Cost $324.81 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $257 Shares 4,853 Est. Cost $46.25 Unrealized +9.0%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $256 Shares 1,286 Est. Cost $199.07 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $255 Shares 2,108 Est. Cost $84.82 Unrealized 0.0%
SRE SEMPRA ENERGY 0.1%
Value ($000) $254 Shares 1,676 Est. Cost $47.14 Unrealized +27.2%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $254 Shares 2,286 Est. Cost $111.11 Unrealized
JD JD COM INC 0.1%
Value ($000) $247 Shares 7,000 Est. Cost $35.29 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $247 Shares 3,805 Est. Cost $37.67 Unrealized +25.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $247 Shares 1,270 Est. Cost $150.47 Unrealized +10.0%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $244 Shares 4,062 Est. Cost $55.50 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $243 Shares 2,262 Est. Cost $103.01 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $243 Shares 1,584 Est. Cost $124.55 Unrealized 0.0%
GASLOG LTD 0.1%
Value ($000) $241 Shares 24,600 Est. Cost $16.46 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $236 Shares 1,003 Est. Cost $5.18 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $234 Shares 1,207 Est. Cost $172.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $232 Shares 619 Est. Cost $374.80 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $228 Shares 3,825 Est. Cost $55.95 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $227 Shares 1,397 Est. Cost $116.54 Unrealized +32.9%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $225 Shares 634 Est. Cost $291.56 Unrealized +14.2%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $223 Shares 12,150 Est. Cost $31.44 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $221 Shares 1,885 Est. Cost $88.95 Unrealized +4.4%
TFC TRUIST FINL CORP 0.1%
Value ($000) $218 Shares 3,863 Est. Cost $40.89 Unrealized 0.0%
IJJ ISHARES TR 0.1%
Value ($000) $211 Shares 1,237 Est. Cost $170.57 Unrealized
DOW DOW INC 0.1%
Value ($000) $206 Shares 3,762 Est. Cost $36.70 Unrealized 0.0%
SIRIUS XM HLDGS INC 0.1%
Value ($000) $201 Shares 28,061 Est. Cost $4.57 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $201 Shares 1,509 Est. Cost $112.81 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $200 Shares 2,341 Est. Cost $68.51 Unrealized 0.0%
TEEKAY CORPORATION 0.0%
Value ($000) $152 Shares 28,621 Est. Cost $7.79 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $83 Shares 22,389 Est. Cost $5.29 Unrealized