CKW FINANCIAL GROUP Diversified Active

CIK: 0001600403 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 10, 2020

Total Value ($000): $499,675 (100.0% shares, 0.0% debt)

Holdings (178)

IVV ISHARES S&P 500 51.5%
Value ($000) $257,208 Shares 760,431 Est. Cost $222.74 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 17.3%
Value ($000) $86,231 Shares 1,421,547 Est. Cost $58.50 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 10.3%
Value ($000) $51,415 Shares 964,632 Est. Cost $48.41 Unrealized
MCD MCDONALD S CORP 5.9%
Value ($000) $29,534 Shares 134,495 Est. Cost $98.19 Unrealized +84.7%
IJH ISHARES S&P MIDCAP 400 INDEX FUND 5.5%
Value ($000) $27,581 Shares 146,887 Est. Cost $171.37 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF 3.1%
Value ($000) $15,737 Shares 315,379 Est. Cost $49.90 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.8%
Value ($000) $4,160 Shares 14,737 Est. Cost $194.88 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.4%
Value ($000) $1,900 Shares 16,098 Est. Cost $108.57 Unrealized
AAPL APPLE INC COM USD0.00001 0.3%
Value ($000) $1,659 Shares 14,203 Est. Cost $91.94 Unrealized +15.3%
ALEX ALEXANDER &BALDWIN INC NEW COM 0.3%
Value ($000) $1,643 Shares 141,777 Est. Cost $21.07 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 0.3%
Value ($000) $1,496 Shares 18,575 Est. Cost $66.90 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,481 Shares 15,275 Est. Cost $39.65 Unrealized +115.5%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.3%
Value ($000) $1,378 Shares 14,664 Est. Cost $85.93 Unrealized
EMB ISHARES TR JP MOR EM MK ETF 0.3%
Value ($000) $1,318 Shares 11,901 Est. Cost $108.98 Unrealized
ACWV ISHARES INC MSCI GBL MIN VOL 0.2%
Value ($000) $1,130 Shares 12,223 Est. Cost $76.49 Unrealized
MATX MATSON INC COM NPV 0.2%
Value ($000) $1,104 Shares 27,673 Est. Cost $31.75 Unrealized +10.1%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,045 Shares 4,920 Est. Cost $167.08 Unrealized +20.2%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $698 Shares 13,959 Est. Cost $45.56 Unrealized -2.5%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $620 Shares 25,740 Est. Cost $14.32 Unrealized +52.3%
SHYG ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0 0.1%
Value ($000) $617 Shares 14,071 Est. Cost $45.67 Unrealized
TM TOYOTA MOTOR ADR REP 2 ORD 0.1%
Value ($000) $561 Shares 4,237 Est. Cost $121.04 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.1%
Value ($000) $390 Shares 2,648 Est. Cost $123.52 Unrealized +2.8%
COST COSTCO WHOLESALE CORP COM USD0.01 0.1%
Value ($000) $324 Shares 904 Est. Cost $193.94 Unrealized +59.4%
NKE NIKE INC CLASS B COM NPV 0.1%
Value ($000) $304 Shares 2,400 Est. Cost $46.18 Unrealized +115.8%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $300 Shares 550 Est. Cost $8.06 Unrealized +43.9%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.1%
Value ($000) $260 Shares 1,225 Est. Cost $204.56 Unrealized 0.0%
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $254 Shares 1,000 Est. Cost $136.66 Unrealized +32.4%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $229 Shares 475 Est. Cost $290.35 Unrealized +10.1%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.0%
Value ($000) $226 Shares 1,863 Est. Cost $98.14 Unrealized -4.4%
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.0%
Value ($000) $218 Shares 1,505 Est. Cost $116.84 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $218 Shares 146 Est. Cost $36.57 Unrealized +107.1%
MRSH MARSH &MCLENNAN COMPANIES INC COM USD1.00 0.0%
Value ($000) $217 Shares 1,900 Est. Cost $37.39 Unrealized +182.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $211 Shares 5,600 Est. Cost $27.87 Unrealized +16.3%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.0%
Value ($000) $209 Shares 622 Est. Cost $196.81 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $201 Shares 4,332 Est. Cost $26.37 Unrealized +42.7%
HPQ HP INC COM 0.0%
Value ($000) $195 Shares 10,250 Est. Cost $12.57 Unrealized +20.6%
COF CAPITAL ONE FINANCIAL CORP COM USD0.01 0.0%
Value ($000) $190 Shares 2,600 Est. Cost $82.20 Unrealized -25.8%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.0%
Value ($000) $189 Shares 3,888 Est. Cost $41.78 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $189 Shares 341 Est. Cost $25.88 Unrealized +76.5%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $180 Shares 2,080 Est. Cost $35.66 Unrealized +98.5%
SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 0.0%
Value ($000) $173 Shares 164 Est. Cost $89.06 Unrealized +11.6%
T AT&T INC COM USD1 0.0%
Value ($000) $169 Shares 5,916 Est. Cost $15.10 Unrealized +3.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $161 Shares 2,382 Est. Cost $23.50 Unrealized +21.7%
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.0%
Value ($000) $160 Shares 3,931 Est. Cost $32.01 Unrealized +9.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $159 Shares 250 Est. Cost $227.17 Unrealized +159.7%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $157 Shares 6,644 Est. Cost $30.81 Unrealized -29.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $147 Shares 1,800 Est. Cost $22.71 Unrealized +74.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $136 Shares 813 Est. Cost $188.72 Unrealized -14.7%
DIS WALT DISNEY CO 0.0%
Value ($000) $131 Shares 1,060 Est. Cost $75.68 Unrealized +61.4%
SNY SANOFI ADR REP 1 1/2 ORD 0.0%
Value ($000) $131 Shares 2,616 Est. Cost $47.18 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $128 Shares 1,200 Est. Cost $36.17 Unrealized +29.5%
TE CONNECTIVITY LTD 0.0%
Value ($000) $123 Shares 1,250 Est. Cost $65.13 Unrealized
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $120 Shares 3,500 Est. Cost $30.86 Unrealized +1.0%
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.0%
Value ($000) $119 Shares 600 Est. Cost $141.60 Unrealized +26.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $117 Shares 375 Est. Cost $118.71 Unrealized +136.9%
MET METLIFE INC COM USD0.01 0.0%
Value ($000) $114 Shares 3,054 Est. Cost $36.53 Unrealized -12.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $113 Shares 7,230 Est. Cost $29.18 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $109 Shares 1,250 Est. Cost $80.52 Unrealized
INTC INTEL CORP COM USD0.001 0.0%
Value ($000) $108 Shares 2,074 Est. Cost $18.09 Unrealized +157.2%
JD JD.COM INC SPON ADS EACH REPR 2 ORD SHS CLASS A 0.0%
Value ($000) $106 Shares 1,350 Est. Cost $78.52 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $106 Shares 200 Est. Cost $10.74 Unrealized +363.5%
ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 0.0%
Value ($000) $105 Shares 274 Est. Cost $383.21 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $100 Shares 200 Est. Cost $71.34 Unrealized +552.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $98 Shares 1,700 Est. Cost $54.29 Unrealized -1.1%
GLAXOSMITHKLINE ADR REP TWO ORD 0.0%
Value ($000) $97 Shares 2,600 Est. Cost $36.90 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $96 Shares 55 Est. Cost $1746.57 Unrealized -1.1%
AXP AMERICAN EXPRESS CO COM USD0.20 0.0%
Value ($000) $96 Shares 950 Est. Cost $63.64 Unrealized +44.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 0.0%
Value ($000) $94 Shares 1,350 Est. Cost $56.23 Unrealized +6.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $90 Shares 1,500 Est. Cost $40.02 Unrealized +21.4%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $84 Shares 600 Est. Cost $58.09 Unrealized +100.3%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $82 Shares 1,168 Est. Cost $69.30 Unrealized -4.0%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $81 Shares 2,100 Est. Cost $21.98 Unrealized +68.6%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $79 Shares 8,550 Est. Cost $7.23 Unrealized +11.7%
TSLA TESLA INC COM 0.0%
Value ($000) $74 Shares 165 Est. Cost $96.50 Unrealized +22.4%
C CITIGROUP INC 0.0%
Value ($000) $74 Shares 1,700 Est. Cost $40.45 Unrealized +1.4%
GNTX GENTEX CORP 0.0%
Value ($000) $72 Shares 2,750 Est. Cost $16.15 Unrealized +64.5%
STT STATE STREET CORP 0.0%
Value ($000) $71 Shares 1,200 Est. Cost $55.86 Unrealized -2.4%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 0.0%
Value ($000) $69 Shares 830 Est. Cost $17.69 Unrealized
META FACEBOOK INC-CLASS A 0.0%
Value ($000) $67 Shares 250 Est. Cost $194.43 Unrealized +31.7%
F FORD MTR CO DEL COM 0.0%
Value ($000) $65 Shares 9,600 Est. Cost $9.00 Unrealized -42.9%
MGA MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #2554475 0.0%
Value ($000) $65 Shares 1,400 Est. Cost $33.72 Unrealized +20.3%
WMT WALMART INC COM 0.0%
Value ($000) $65 Shares 452 Est. Cost $41.31 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $64 Shares 5,000 Est. Cost $22.64 Unrealized -41.5%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $62 Shares 1,600 Est. Cost $39.76 Unrealized -26.1%
HUBS HUBSPOT INC 0.0%
Value ($000) $60 Shares 203 Est. Cost $262.12 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $60 Shares 1,950 Est. Cost $17.13 Unrealized +53.9%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $58 Shares 550 Est. Cost $109.79 Unrealized -17.3%
JUNIPER NETWORKS COM USD0.00001 0.0%
Value ($000) $58 Shares 2,700 Est. Cost $24.73 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $53 Shares 5,500 Est. Cost $43.45 Unrealized -69.5%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $53 Shares 2,800 Est. Cost $14.26 Unrealized +8.0%
AZN ASTRAZENECA ADR REP 0.5 ORD 0.0%
Value ($000) $49 Shares 900 Est. Cost $30.62 Unrealized
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $49 Shares 850 Est. Cost $55.09 Unrealized -4.9%
CONCHO RESOURCES INC COM USD0.001 0.0%
Value ($000) $47 Shares 1,100 Est. Cost $63.74 Unrealized
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $47 Shares 3,100 Est. Cost $42.79 Unrealized -61.4%
IYW ISHARES TRUST DJ US TECHNOLOGY 0.0%
Value ($000) $46 Shares 151 Est. Cost $154.33 Unrealized
VTI VANGUARD IDX FUND 0.0%
Value ($000) $46 Shares 269 Est. Cost $164.98 Unrealized
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $46 Shares 1,600 Est. Cost $43.36 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $46 Shares 1,649 Est. Cost $33.48 Unrealized -26.3%
GILD GILEAD SCIENCES INC COM USD0.001 0.0%
Value ($000) $44 Shares 700 Est. Cost $53.01 Unrealized +5.9%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $44 Shares 1,350 Est. Cost $48.93 Unrealized -35.8%
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $44 Shares 1,210 Est. Cost $30.01 Unrealized +6.9%
VMWARE INC 0.0%
Value ($000) $43 Shares 300 Est. Cost $133.87 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $43 Shares 300 Est. Cost $53.34 Unrealized +166.4%
HESS CORPORATION COM USD1.00 0.0%
Value ($000) $43 Shares 1,100 Est. Cost $37.27 Unrealized
ALL ALLSTATE CORP COM USD0.01 0.0%
Value ($000) $42 Shares 450 Est. Cost $46.95 Unrealized +74.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $41 Shares 400 Est. Cost $66.61 Unrealized +29.5%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $41 Shares 350 Est. Cost $81.74 Unrealized +31.0%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $39 Shares 220 Est. Cost $177.27 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $38 Shares 319 Est. Cost $137.93 Unrealized
GENERAL ELECTRIC CO COM USD0.06 0.0%
Value ($000) $35 Shares 5,600 Est. Cost $28.01 Unrealized
CPF CENTRAL PACIFIC FINANCIAL CORP 0.0%
Value ($000) $35 Shares 2,582 Est. Cost $12.24 Unrealized -3.1%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $35 Shares 155 Est. Cost $225.81 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $34 Shares 550 Est. Cost $47.48 Unrealized +18.9%
BA BOEING CO COM USD5.00 0.0%
Value ($000) $34 Shares 200 Est. Cost $185.95 Unrealized -8.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $32 Shares 536 Est. Cost $31.05 Unrealized +37.1%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $31 Shares 21 Est. Cost $36.73 Unrealized +105.9%
ACWX ISHARES TR MSCI ACWI EX US 0.0%
Value ($000) $31 Shares 664 Est. Cost $36.36 Unrealized
HAL HALLIBURTON CO COM USD2.50 0.0%
Value ($000) $28 Shares 2,500 Est. Cost $24.79 Unrealized -46.8%
GAP GAP INC COM 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $17.96 Unrealized -31.6%
AMGN AMGEN INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $121.74 Unrealized +72.1%
APACHE CORP COM USD0.625 0.0%
Value ($000) $23 Shares 2,500 Est. Cost $52.52 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $23 Shares 269 Est. Cost $87.62 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $23 Shares 3,075 Est. Cost $19.59 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $22 Shares 173 Est. Cost $46.24 Unrealized
MAT MATTEL INC COM USD1.00 0.0%
Value ($000) $20 Shares 1,700 Est. Cost $15.85 Unrealized -29.9%
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value ($000) $19 Shares 116 Est. Cost $137.93 Unrealized
BMRN BIOMARIN PHARMACEUTICAL COM USD0.001 0.0%
Value ($000) $19 Shares 250 Est. Cost $86.16 Unrealized +17.4%
INCY INCYTE CORP 0.0%
Value ($000) $18 Shares 200 Est. Cost $64.93 Unrealized +48.6%
AEGON N V NY REGISTRY SHS 0.0%
Value ($000) $16 Shares 5,900 Est. Cost $7.15 Unrealized
KMB KIMBERLY CLARK CORP COM USD1.25 0.0%
Value ($000) $15 Shares 100 Est. Cost $68.48 Unrealized +80.3%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $15 Shares 259 Est. Cost $49.08 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $14 Shares 380 Est. Cost $17.48 Unrealized +55.1%
ICSH ISHARES TR ULTR SH TRM BD 0.0%
Value ($000) $14 Shares 282 Est. Cost $50.20 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $47.64 Unrealized -39.0%
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value ($000) $14 Shares 1,376 Est. Cost $11.37 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $13 Shares 400 Est. Cost $56.59 Unrealized -42.9%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $13 Shares 1,500 Est. Cost $52.69 Unrealized
PIMCO INCOME OPPORTUNITY FND 0.0%
Value ($000) $13 Shares 575 Est. Cost $24.20 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $13 Shares 500 Est. Cost $22.16 Unrealized +5.0%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $11 Shares 33 Est. Cost $249.75 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 28 Est. Cost $345.80 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $10 Shares 155 Est. Cost $64.63 Unrealized
EFAV ISHARES TR MSCI EAFE MIN VL 0.0%
Value ($000) $10 Shares 149 Est. Cost $66.99 Unrealized
KO COCA-COLA CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $38.51 Unrealized +5.9%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $8 Shares 81 Est. Cost $61.73 Unrealized
NWSA NEWS CORP NEW COM USD0.01 CL A 0.0%
Value ($000) $8 Shares 562 Est. Cost $15.19 Unrealized -12.6%
SONY SONY CORP SPON ADR EACH REPR 1 ORD 0.0%
Value ($000) $8 Shares 100 Est. Cost $25.91 Unrealized
PARTNER COMMUNICATIONS ADR REP 1 ORD 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $9.50 Unrealized
EEMV ISHARES INC MSCI EMERG MRKT 0.0%
Value ($000) $7 Shares 124 Est. Cost $58.88 Unrealized
BBY BEST BUY CO INC COM USD0.10 0.0%
Value ($000) $7 Shares 60 Est. Cost $20.81 Unrealized +293.2%
DCH AMERICAN AXLE & MANUFACTURING HOLDINGS INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $18.38 Unrealized -61.1%
AMZN AMAZON.COM INC 0.0%
Value ($000) $6 Shares 2 Est. Cost $91.26 Unrealized +72.7%
FOX FOX CORP CL B COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $34.51 Unrealized -28.7%
MICRO FOCUS INTERNATIONAL PLC DEPOSITARY RECEIPT 0.0%
Value ($000) $6 Shares 1,789 Est. Cost $21.83 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $5 Shares 500 Est. Cost $20.83 Unrealized -54.9%
MOD MODINE MANUFACTURING CO 0.0%
Value ($000) $5 Shares 750 Est. Cost $13.40 Unrealized -54.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 323 Est. Cost $44.69 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.0%
Value ($000) $5 Shares 126 Est. Cost $39.68 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 0.0%
Value ($000) $5 Shares 119 Est. Cost $42.02 Unrealized
CANOPY GROWTH CORPORATION COM NPV ISIN #CA1380351009 SEDOL #BYTN3W0 0.0%
Value ($000) $4 Shares 313 Est. Cost $28.75 Unrealized
CELJF CELLCOM ISRAEL LTD 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $12.55 Unrealized -70.0%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $2 Shares 68 Est. Cost $32.57 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $27.02 Unrealized -22.0%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $36.18 Unrealized -7.5%
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $69.17 Unrealized -10.1%
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 101 Est. Cost $24.81 Unrealized 0.0%
ANF ABERCROMBIE &FITCH CO CL A COM USD0.01 0.0%
Value ($000) $1 Shares 100 Est. Cost $31.98 Unrealized -63.5%
PBR PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.32 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $15.88 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $25.07 Unrealized +5.6%
KMX CARMAX INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $94.07 Unrealized +6.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.23 Unrealized -72.5%
FTEK FUEL TECH INC COM STK USD0.01 0.0%
Value ($000) $0 Shares 200 Est. Cost $6.09 Unrealized -86.1%
TRAVELCENTERS OF AMERICA INC COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
PERSPECTA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $28.94 Unrealized +21.2%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $64.35 Unrealized -50.3%
AKAM AKAMAI TECHNOLOGIES COM USD0.01 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.73 Unrealized +114.6%