TRUE Private Wealth Advisors Diversified Active

CIK: 0001667074 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 13, 2018

Total Value ($000): $637,442 (100.0% shares, 0.0% debt)

Holdings (271)

IXUS iShares Core MSCI Total Intl Stk ETF 9.0%
Value ($000) $57,388 Shares 954,405 Est. Cost $53.74 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 8.8%
Value ($000) $56,231 Shares 895,701 Est. Cost $63.75 Unrealized
COMT iShares Commodities Select Strategy ETF 4.5%
Value ($000) $28,683 Shares 731,921 Est. Cost $37.02 Unrealized
EWJ iShares MSCI Japan 3.8%
Value ($000) $24,293 Shares 419,502 Est. Cost $59.96 Unrealized
IVW iShares S&P 500 Growth 3.7%
Value ($000) $23,698 Shares 145,306 Est. Cost $122.69 Unrealized
IVE iShares S&P 500 Value 3.2%
Value ($000) $20,343 Shares 183,537 Est. Cost $98.13 Unrealized
IJR iShares Core S&P Small-Cap 2.7%
Value ($000) $17,441 Shares 208,361 Est. Cost $86.34 Unrealized
IEV iShares Europe 2.3%
Value ($000) $14,616 Shares 326,926 Est. Cost $44.93 Unrealized
IJH iShares Core S&P Mid-Cap 2.3%
Value ($000) $14,597 Shares 74,620 Est. Cost $167.32 Unrealized
IAGG iShares Core International Aggt Bd ETF 1.9%
Value ($000) $12,307 Shares 233,588 Est. Cost $51.75 Unrealized
ISTB iShares Core 1-5 Year USD Bond ETF 1.9%
Value ($000) $12,227 Shares 249,128 Est. Cost $49.32 Unrealized
STIP iShares 0-5 Year TIPS Bond ETF 1.9%
Value ($000) $12,151 Shares 121,889 Est. Cost $100.11 Unrealized
GVI iShares Intermediate Govt/Crdt Bd ETF 1.9%
Value ($000) $11,956 Shares 110,959 Est. Cost $108.27 Unrealized
FIDU Fidelity MSCI Industrials ETF 1.5%
Value ($000) $9,880 Shares 266,454 Est. Cost $30.77 Unrealized
FNCL Fidelity MSCI Financials ETF 1.5%
Value ($000) $9,872 Shares 251,847 Est. Cost $35.01 Unrealized
IYW Ishares U S Technology Etf 1.4%
Value ($000) $9,193 Shares 51,459 Est. Cost $178.40 Unrealized
AAPL Apple Inc 1.4%
Value ($000) $8,765 Shares 47,352 Est. Cost $32.15 Unrealized +33.0%
IUSV iShares Core Russell US Value 1.3%
Value ($000) $8,544 Shares 158,201 Est. Cost $64.24 Unrealized
IUSG Ishares Core U S Growth Etf 1.3%
Value ($000) $8,293 Shares 144,571 Est. Cost $56.73 Unrealized
IEFA iShares Core MSCI EAFE 1.2%
Value ($000) $7,530 Shares 118,833 Est. Cost $58.94 Unrealized
FDN First Trust Dow Jones Internet ETF 1.0%
Value ($000) $6,166 Shares 44,796 Est. Cost $111.75 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.9%
Value ($000) $5,762 Shares 109,747 Est. Cost $47.41 Unrealized
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8%
Value ($000) $5,315 Shares 110,008 Est. Cost $48.31 Unrealized
QABA First Trust NASDAQ ABA Community Bk ETF 0.8%
Value ($000) $5,116 Shares 93,427 Est. Cost $51.41 Unrealized
XBI SPDR S&P Biotech ETF 0.8%
Value ($000) $5,086 Shares 53,436 Est. Cost $86.62 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.8%
Value ($000) $5,068 Shares 49,740 Est. Cost $101.89 Unrealized
XSD SPDR S&P Semiconductor ETF 0.8%
Value ($000) $5,018 Shares 69,454 Est. Cost $46.42 Unrealized
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $4,756 Shares 17,454 Est. Cost $266.72 Unrealized
VOO Vanguard 500 ETF 0.7%
Value ($000) $4,648 Shares 18,545 Est. Cost $245.15 Unrealized
IXN iShares Global Tech ETF 0.7%
Value ($000) $4,502 Shares 27,368 Est. Cost $119.72 Unrealized
SMH VanEck Vectors Semiconductor ETF 0.7%
Value ($000) $4,350 Shares 42,377 Est. Cost $76.07 Unrealized
KIE SPDR S&P Insurance ETF 0.7%
Value ($000) $4,339 Shares 145,623 Est. Cost $46.35 Unrealized
RXI iShares Globl Consumer Discretionary 0.7%
Value ($000) $4,337 Shares 37,761 Est. Cost $94.79 Unrealized
EWT iShares MSCI Taiwan ETF 0.7%
Value ($000) $4,189 Shares 116,366 Est. Cost $35.99 Unrealized
MSFT Microsoft Corp 0.7%
Value ($000) $4,145 Shares 42,043 Est. Cost $61.36 Unrealized +46.3%
BA Boeing Co 0.6%
Value ($000) $4,123 Shares 12,289 Est. Cost $182.48 Unrealized +81.0%
NKE Nike Inc B 0.6%
Value ($000) $3,948 Shares 49,560 Est. Cost $53.25 Unrealized +19.9%
EWO iShares MSCI Austria Capped ETF 0.6%
Value ($000) $3,808 Shares 168,146 Est. Cost $21.55 Unrealized
META Facebook Inc A 0.6%
Value ($000) $3,563 Shares 18,338 Est. Cost $132.93 Unrealized +35.0%
BAC Bank of America Corporation 0.6%
Value ($000) $3,547 Shares 125,848 Est. Cost $19.41 Unrealized +28.1%
BSV Vanguard Short-Term Bond ETF 0.5%
Value ($000) $3,360 Shares 42,962 Est. Cost $78.21 Unrealized
USB US Bancorp 0.5%
Value ($000) $3,246 Shares 64,510 Est. Cost $28.62 Unrealized +30.2%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.5%
Value ($000) $3,107 Shares 27,120 Est. Cost $115.98 Unrealized
AMZN Amazon.com Inc 0.4%
Value ($000) $2,840 Shares 1,671 Est. Cost $50.91 Unrealized +55.9%
JNJ Johnson & Johnson 0.4%
Value ($000) $2,816 Shares 23,207 Est. Cost $88.15 Unrealized +14.2%
GOOGL Alphabet Inc A 0.4%
Value ($000) $2,809 Shares 2,488 Est. Cost $51.05 Unrealized +5.7%
MRSH Marsh & Mclennan Companies Inc 0.4%
Value ($000) $2,780 Shares 33,915 Est. Cost $69.66 Unrealized +3.7%
AGG iShares Core US Aggregate Bond 0.4%
Value ($000) $2,499 Shares 23,513 Est. Cost $108.09 Unrealized
NVDA NVIDIA Corp 0.4%
Value ($000) $2,487 Shares 10,500 Est. Cost $4.88 Unrealized +23.3%
HD The Home Depot Inc 0.4%
Value ($000) $2,453 Shares 12,573 Est. Cost $119.96 Unrealized +29.2%
VTV Vanguard Value ETF 0.4%
Value ($000) $2,402 Shares 23,139 Est. Cost $103.81 Unrealized
NFLX Netflix Inc 0.4%
Value ($000) $2,379 Shares 6,078 Est. Cost $20.06 Unrealized +70.0%
WFC Wells Fargo & Co 0.4%
Value ($000) $2,314 Shares 41,741 Est. Cost $40.46 Unrealized +7.1%
MBB iShares MBS 0.4%
Value ($000) $2,232 Shares 21,432 Est. Cost $104.14 Unrealized
JPM JPMorgan Chase & Co 0.3%
Value ($000) $2,220 Shares 21,313 Est. Cost $63.98 Unrealized +39.1%
SBUX Starbucks Corp 0.3%
Value ($000) $2,208 Shares 45,212 Est. Cost $47.95 Unrealized +0.2%
PFE Pfizer Inc 0.3%
Value ($000) $2,182 Shares 60,145 Est. Cost $21.45 Unrealized +13.3%
IJK iShares S&P Mid-Cap 400 Growth 0.3%
Value ($000) $2,141 Shares 9,505 Est. Cost $173.83 Unrealized
TIP iShares TIPS Bond 0.3%
Value ($000) $2,094 Shares 18,561 Est. Cost $111.40 Unrealized
athenahealth Inc 0.3%
Value ($000) $2,051 Shares 12,893 Est. Cost $156.17 Unrealized
IWB iShares Russell 1000 0.3%
Value ($000) $2,025 Shares 13,326 Est. Cost $116.00 Unrealized
INTC Intel Corp 0.3%
Value ($000) $2,020 Shares 40,650 Est. Cost $30.68 Unrealized +46.8%
BIV Vanguard Intermediate-Term Bond ETF 0.3%
Value ($000) $1,924 Shares 23,772 Est. Cost $80.94 Unrealized
XOM Exxon Mobil Corp 0.3%
Value ($000) $1,902 Shares 22,990 Est. Cost $52.90 Unrealized +6.1%
Northwest Natural Gas Co 0.3%
Value ($000) $1,867 Shares 29,274 Est. Cost $52.91 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $1,787 Shares 14,135 Est. Cost $67.58 Unrealized +31.9%
VUG Vanguard Growth ETF 0.3%
Value ($000) $1,762 Shares 11,767 Est. Cost $149.74 Unrealized
T AT&T Inc 0.3%
Value ($000) $1,694 Shares 52,786 Est. Cost $13.45 Unrealized +8.0%
HON Honeywell International Inc 0.3%
Value ($000) $1,663 Shares 11,546 Est. Cost $89.44 Unrealized +27.0%
CMCSA Comcast Corp Class A 0.3%
Value ($000) $1,641 Shares 50,043 Est. Cost $27.80 Unrealized -3.4%
GOOG Alphabet Inc C 0.3%
Value ($000) $1,629 Shares 1,461 Est. Cost $49.41 Unrealized +8.6%
KO Coca-Cola Co 0.2%
Value ($000) $1,586 Shares 35,908 Est. Cost $32.51 Unrealized +4.6%
V Visa Inc Class A 0.2%
Value ($000) $1,582 Shares 11,950 Est. Cost $111.50 Unrealized +9.5%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $1,526 Shares 6,220 Est. Cost $119.56 Unrealized +77.4%
VZ Verizon Communications Inc 0.2%
Value ($000) $1,488 Shares 29,589 Est. Cost $30.34 Unrealized +6.1%
LLY Eli Lilly and Co 0.2%
Value ($000) $1,480 Shares 17,345 Est. Cost $71.60 Unrealized +2.9%
HYG iShares iBoxx $ High Yield Corporate Bd 0.2%
Value ($000) $1,442 Shares 16,948 Est. Cost $84.20 Unrealized
MRK Merck & Co Inc 0.2%
Value ($000) $1,282 Shares 20,958 Est. Cost $39.24 Unrealized +13.5%
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,277 Shares 29,680 Est. Cost $24.43 Unrealized +42.2%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $1,271 Shares 12,442 Est. Cost $101.96 Unrealized
ADBE Adobe Systems Inc 0.2%
Value ($000) $1,229 Shares 5,043 Est. Cost $182.25 Unrealized +29.8%
SCZ iShares MSCI EAFE Small-Cap 0.2%
Value ($000) $1,221 Shares 19,469 Est. Cost $51.52 Unrealized
United Technologies Corp 0.2%
Value ($000) $1,207 Shares 9,660 Est. Cost $118.37 Unrealized
VGT Vanguard Information Technology ETF 0.2%
Value ($000) $1,196 Shares 6,578 Est. Cost $181.82 Unrealized
DIS Walt Disney Co 0.2%
Value ($000) $1,183 Shares 11,290 Est. Cost $99.04 Unrealized -1.9%
DGRO iShares Core Dividend Growth ETF 0.2%
Value ($000) $1,175 Shares 34,112 Est. Cost $34.55 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $1,129 Shares 12,196 Est. Cost $55.84 Unrealized +26.3%
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $1,095 Shares 17,955 Est. Cost $50.40 Unrealized
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,080 Shares 7,799 Est. Cost $108.32 Unrealized +13.2%
RMBS Rambus Inc 0.2%
Value ($000) $1,067 Shares 85,123 Est. Cost $14.32 Unrealized -5.6%
PM Philip Morris International Inc 0.2%
Value ($000) $1,045 Shares 12,764 Est. Cost $61.26 Unrealized -7.6%
MO Altria Group Inc 0.2%
Value ($000) $1,038 Shares 18,062 Est. Cost $32.24 Unrealized -0.1%
GLD SPDR Gold Shares 0.2%
Value ($000) $1,027 Shares 8,663 Est. Cost $120.11 Unrealized
IBM International Business Machines Corp 0.2%
Value ($000) $1,002 Shares 7,176 Est. Cost $90.53 Unrealized +10.4%
FC Franklin Covey Co 0.2%
Value ($000) $976 Shares 39,769 Est. Cost $17.45 Unrealized +54.1%
Pivotal Software Inc 0.2%
Value ($000) $959 Shares 39,550 Est. Cost $24.25 Unrealized
PEP PepsiCo Inc 0.1%
Value ($000) $952 Shares 8,744 Est. Cost $81.38 Unrealized +0.4%
ILMN Illumina Inc 0.1%
Value ($000) $926 Shares 3,318 Est. Cost $236.42 Unrealized +7.6%
EMB iShares JPMorgan USD Emerg Markets Bond 0.1%
Value ($000) $905 Shares 8,482 Est. Cost $114.73 Unrealized
MAR Marriott International Inc 0.1%
Value ($000) $900 Shares 7,111 Est. Cost $65.63 Unrealized +94.5%
ACN Accenture PLC A 0.1%
Value ($000) $882 Shares 5,392 Est. Cost $129.30 Unrealized +7.7%
CRM Salesforce.com Inc 0.1%
Value ($000) $882 Shares 6,472 Est. Cost $80.84 Unrealized +55.9%
AMT American Tower Corp 0.1%
Value ($000) $871 Shares 6,014 Est. Cost $100.52 Unrealized +13.2%
SHY iShares 1-3 Year Treasury Bond 0.1%
Value ($000) $864 Shares 10,368 Est. Cost $84.52 Unrealized
MMM 3M Co 0.1%
Value ($000) $802 Shares 4,079 Est. Cost $126.10 Unrealized +3.2%
BABA Alibaba Group Holding Ltd ADR 0.1%
Value ($000) $799 Shares 4,310 Est. Cost $173.46 Unrealized
FREL Fidelity MSCI Real Estate ETF 0.1%
Value ($000) $785 Shares 32,014 Est. Cost $24.28 Unrealized
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $781 Shares 3,770 Est. Cost $189.53 Unrealized +9.8%
Alerian MLP ETF 0.1%
Value ($000) $769 Shares 76,173 Est. Cost $12.18 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $769 Shares 5,482 Est. Cost $122.74 Unrealized +8.3%
MET MetLife Inc 0.1%
Value ($000) $766 Shares 17,589 Est. Cost $31.18 Unrealized +15.2%
ROK Rockwell Automation Inc 0.1%
Value ($000) $764 Shares 4,598 Est. Cost $163.52 Unrealized -7.7%
ARKK ARK Innovation ETF 0.1%
Value ($000) $760 Shares 16,909 Est. Cost $44.95 Unrealized
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $759 Shares 4,069 Est. Cost $169.01 Unrealized +15.3%
Red Hat Inc 0.1%
Value ($000) $746 Shares 5,559 Est. Cost $122.51 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $746 Shares 6,768 Est. Cost $58.79 Unrealized +48.5%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $733 Shares 4,680 Est. Cost $128.53 Unrealized +5.5%
IEI iShares 3-7 Year Treasury Bond ETF 0.1%
Value ($000) $723 Shares 6,033 Est. Cost $119.84 Unrealized
XLF Financial Select Sector SPDR ETF 0.1%
Value ($000) $720 Shares 27,082 Est. Cost $26.59 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $707 Shares 6,712 Est. Cost $87.81 Unrealized -9.6%
ABT Abbott Laboratories 0.1%
Value ($000) $704 Shares 11,546 Est. Cost $45.26 Unrealized +17.4%
PG Procter & Gamble Co 0.1%
Value ($000) $676 Shares 8,672 Est. Cost $67.53 Unrealized -8.5%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $675 Shares 9,183 Est. Cost $62.35 Unrealized +5.8%
EMR Emerson Electric Co 0.1%
Value ($000) $672 Shares 9,726 Est. Cost $54.98 Unrealized +6.7%
ICLR Icon PLC 0.1%
Value ($000) $670 Shares 5,058 Est. Cost $115.19 Unrealized +8.2%
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $670 Shares 4,776 Est. Cost $137.57 Unrealized
TE Connectivity Ltd 0.1%
Value ($000) $666 Shares 7,399 Est. Cost $62.11 Unrealized
ROBO Robo Globall Robotics&Automation ETF 0.1%
Value ($000) $664 Shares 16,613 Est. Cost $41.40 Unrealized
BDX Becton, Dickinson and Co 0.1%
Value ($000) $662 Shares 2,764 Est. Cost $187.52 Unrealized +5.8%
UPS United Parcel Service Inc Class B 0.1%
Value ($000) $660 Shares 6,215 Est. Cost $75.72 Unrealized +10.6%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $655 Shares 4,807 Est. Cost $136.26 Unrealized
XLV Select Sector Spdr Trust The Health Care Select Sector Spdr Fund 0.1%
Value ($000) $653 Shares 7,828 Est. Cost $83.42 Unrealized
SPGI S&Pglobal Inc Com 0.1%
Value ($000) $647 Shares 3,178 Est. Cost $158.95 Unrealized +16.3%
AMGN Amgen Inc 0.1%
Value ($000) $640 Shares 3,468 Est. Cost $120.12 Unrealized +16.8%
MDT Medtronic PLC 0.1%
Value ($000) $637 Shares 7,446 Est. Cost $65.11 Unrealized +5.3%
MKC McCormick & Co Inc Non-Voting 0.1%
Value ($000) $635 Shares 5,471 Est. Cost $42.91 Unrealized +5.9%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $633 Shares 7,603 Est. Cost $56.23 Unrealized +41.4%
FAS Direxion Daily Financial Bull 3X ETF 0.1%
Value ($000) $628 Shares 9,968 Est. Cost $56.66 Unrealized
LOW Lowe's Companies Inc 0.1%
Value ($000) $613 Shares 6,416 Est. Cost $73.02 Unrealized +7.8%
Twitter Inc 0.1%
Value ($000) $610 Shares 13,969 Est. Cost $18.51 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $596 Shares 13,235 Est. Cost $32.68 Unrealized +30.5%
XLY Select Sector Spdr Fund Shs Ben Consumer Discretionary 0.1%
Value ($000) $590 Shares 5,398 Est. Cost $109.30 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $569 Shares 3,635 Est. Cost $129.92 Unrealized +4.3%
DHR Danaher Corp 0.1%
Value ($000) $562 Shares 5,692 Est. Cost $78.82 Unrealized +9.1%
IJT iShares S&P Small-Cap 600 Growth ETF 0.1%
Value ($000) $558 Shares 2,949 Est. Cost $189.22 Unrealized
Blackstone Group LP 0.1%
Value ($000) $556 Shares 17,302 Est. Cost $28.60 Unrealized
Twenty-First Century Fox Inc 0.1%
Value ($000) $555 Shares 11,270 Est. Cost $28.23 Unrealized
Rockwell Collins Inc 0.1%
Value ($000) $553 Shares 4,107 Est. Cost $135.44 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $553 Shares 12,567 Est. Cost $43.13 Unrealized -4.6%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $550 Shares 6,428 Est. Cost $27.07 Unrealized -6.7%
FTNT Fortinet Inc 0.1%
Value ($000) $542 Shares 8,689 Est. Cost $7.46 Unrealized +58.8%
PCY Invesco Emerging Markets Sov Debt ETF 0.1%
Value ($000) $537 Shares 20,283 Est. Cost $26.48 Unrealized
MSI Motorola Solutions Inc 0.1%
Value ($000) $537 Shares 4,594 Est. Cost $62.39 Unrealized +59.0%
SCHO Schwab Short-Term US Treasury ETF 0.1%
Value ($000) $536 Shares 10,790 Est. Cost $49.68 Unrealized
General Electric Co 0.1%
Value ($000) $535 Shares 38,975 Est. Cost $18.39 Unrealized
CTAS Cintas Corp 0.1%
Value ($000) $531 Shares 2,872 Est. Cost $35.64 Unrealized +16.8%
EFA iShares MSCI EAFE 0.1%
Value ($000) $530 Shares 7,909 Est. Cost $70.26 Unrealized
IWD iShares Russell 1000 Value 0.1%
Value ($000) $529 Shares 4,365 Est. Cost $104.63 Unrealized
DowDuPont Inc 0.1%
Value ($000) $527 Shares 8,002 Est. Cost $69.40 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $524 Shares 1,776 Est. Cost $262.53 Unrealized 0.0%
UNP Union Pacific Corp 0.1%
Value ($000) $522 Shares 3,687 Est. Cost $100.79 Unrealized +16.8%
Direxion Daily Energy Bull 3X ETF 0.1%
Value ($000) $513 Shares 13,451 Est. Cost $32.55 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $509 Shares 2,437 Est. Cost $140.25 Unrealized +26.7%
PPG PPG Industries Inc 0.1%
Value ($000) $498 Shares 4,806 Est. Cost $95.46 Unrealized -4.0%
VFH Vanguard Financials ETF 0.1%
Value ($000) $492 Shares 7,268 Est. Cost $67.69 Unrealized
NUE Nucor Corp 0.1%
Value ($000) $485 Shares 7,721 Est. Cost $49.84 Unrealized +8.5%
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $468 Shares 2,667 Est. Cost $175.48 Unrealized
WY Weyerhaeuser Co 0.1%
Value ($000) $467 Shares 12,825 Est. Cost $20.88 Unrealized +29.6%
SRE Sempra Energy 0.1%
Value ($000) $465 Shares 3,978 Est. Cost $38.10 Unrealized +12.1%
ELV Anthem Inc 0.1%
Value ($000) $464 Shares 1,952 Est. Cost $118.67 Unrealized +76.5%
AXP American Express Co 0.1%
Value ($000) $460 Shares 4,699 Est. Cost $59.88 Unrealized +47.9%
SU Suncor Energy Inc 0.1%
Value ($000) $457 Shares 11,258 Est. Cost $23.36 Unrealized +24.9%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $454 Shares 3,247 Est. Cost $135.62 Unrealized -9.7%
CVS CVS Health Corp 0.1%
Value ($000) $441 Shares 6,863 Est. Cost $71.33 Unrealized -27.5%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $439 Shares 3,245 Est. Cost $135.29 Unrealized
SWK Stanley Black & Decker Inc 0.1%
Value ($000) $437 Shares 3,297 Est. Cost $130.75 Unrealized -11.3%
ADM Archer-Daniels Midland Co 0.1%
Value ($000) $430 Shares 9,392 Est. Cost $33.12 Unrealized +8.3%
Royal Dutch Shell PLC 0.1%
Value ($000) $426 Shares 5,866 Est. Cost $72.62 Unrealized
MA Mastercard Inc A 0.1%
Value ($000) $423 Shares 2,156 Est. Cost $154.11 Unrealized +17.0%
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $422 Shares 2,936 Est. Cost $136.08 Unrealized
AVGO Broadcom Inc Com 0.1%
Value ($000) $409 Shares 1,686 Est. Cost $19.73 Unrealized 0.0%
Arista Networks Inc 0.1%
Value ($000) $408 Shares 1,588 Est. Cost $243.53 Unrealized
SHW Sherwin-Williams Co 0.1%
Value ($000) $407 Shares 1,001 Est. Cost $122.59 Unrealized -1.4%
C Citigroup Inc 0.1%
Value ($000) $401 Shares 6,003 Est. Cost $35.42 Unrealized +49.7%
QCOM QUALCOMM Inc 0.1%
Value ($000) $396 Shares 7,062 Est. Cost $49.00 Unrealized -6.3%
EMBJ Embraer SA ADR 0.1%
Value ($000) $395 Shares 15,872 Est. Cost $21.60 Unrealized
ARKG ARK Genomic Revolution Multi-Sector ETF 0.1%
Value ($000) $381 Shares 13,132 Est. Cost $29.01 Unrealized
CME CME Group Inc Class A 0.1%
Value ($000) $375 Shares 2,292 Est. Cost $124.75 Unrealized 0.0%
IDXX IDEXX Laboratories Inc 0.1%
Value ($000) $375 Shares 1,723 Est. Cost $206.05 Unrealized 0.0%
CAT Caterpillar Inc 0.1%
Value ($000) $374 Shares 2,761 Est. Cost $119.28 Unrealized +6.1%
CHTR Charter Communications Inc 0.1%
Value ($000) $366 Shares 1,249 Est. Cost $232.51 Unrealized +23.6%
AFL Aflac Inc 0.1%
Value ($000) $364 Shares 8,484 Est. Cost $36.19 Unrealized +3.8%
NTLA Intellia Therapeutics Inc 0.1%
Value ($000) $363 Shares 13,296 Est. Cost $24.52 Unrealized -1.2%
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $359 Shares 7,292 Est. Cost $38.78 Unrealized
CB Chubb Ltd 0.1%
Value ($000) $356 Shares 2,788 Est. Cost $127.98 Unrealized -9.0%
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $347 Shares 3,157 Est. Cost $106.64 Unrealized
TRV The Travelers Companies Inc 0.1%
Value ($000) $345 Shares 2,820 Est. Cost $93.22 Unrealized +18.9%
BIIB Biogen Inc 0.1%
Value ($000) $334 Shares 1,151 Est. Cost $266.22 Unrealized +5.6%
BP BP PLC ADR 0.1%
Value ($000) $327 Shares 7,171 Est. Cost $31.61 Unrealized
XLRE Real Estate Select Sector SPDR 0.1%
Value ($000) $323 Shares 9,895 Est. Cost $32.64 Unrealized
VAW Vanguard Materials ETF 0.1%
Value ($000) $321 Shares 2,434 Est. Cost $131.88 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $313 Shares 4,649 Est. Cost $54.15 Unrealized +1.7%
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $309 Shares 5,350 Est. Cost $57.22 Unrealized 0.0%
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $307 Shares 1,375 Est. Cost $170.55 Unrealized +18.2%
Raytheon Co 0.0%
Value ($000) $304 Shares 1,574 Est. Cost $194.20 Unrealized
HQY HealthEquity Inc 0.0%
Value ($000) $303 Shares 4,039 Est. Cost $71.83 Unrealized 0.0%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $303 Shares 2,233 Est. Cost $135.69 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $298 Shares 5,693 Est. Cost $44.17 Unrealized +19.5%
KEY KeyCorp 0.0%
Value ($000) $297 Shares 15,226 Est. Cost $10.91 Unrealized +28.2%
XLI Industrial Select Sector SPDR ETF 0.0%
Value ($000) $290 Shares 4,060 Est. Cost $71.43 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $288 Shares 4,139 Est. Cost $39.65 Unrealized +30.6%
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $282 Shares 1 Est. Cost $199512.94 Unrealized +46.8%
ADSK Autodesk Inc 0.0%
Value ($000) $282 Shares 2,156 Est. Cost $99.15 Unrealized +33.6%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $282 Shares 1,795 Est. Cost $157.10 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $280 Shares 3,538 Est. Cost $81.56 Unrealized
CWT California Water Service Group 0.0%
Value ($000) $280 Shares 7,200 Est. Cost $33.60 Unrealized 0.0%
DISH Network Corp 0.0%
Value ($000) $278 Shares 8,273 Est. Cost $46.91 Unrealized
CCI Crown Castle International Corp 0.0%
Value ($000) $277 Shares 2,573 Est. Cost $75.09 Unrealized 0.0%
LNC Lincoln National Corp 0.0%
Value ($000) $277 Shares 4,455 Est. Cost $31.11 Unrealized +57.7%
LZB La-Z-Boy Inc 0.0%
Value ($000) $275 Shares 9,000 Est. Cost $28.85 Unrealized +6.5%
GBCI Glacier Bancorp Inc 0.0%
Value ($000) $275 Shares 7,111 Est. Cost $23.75 Unrealized +28.7%
TECL Direxion Daily Technology Bull 3X ETF 0.0%
Value ($000) $272 Shares 2,043 Est. Cost $114.96 Unrealized
Allergan plc 0.0%
Value ($000) $271 Shares 1,627 Est. Cost $168.20 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $269 Shares 4,995 Est. Cost $38.14 Unrealized +16.9%
Royal Dutch Shell PLC 0.0%
Value ($000) $268 Shares 3,879 Est. Cost $66.63 Unrealized
IGSB iShares 1-3 Year Credit Bond 0.0%
Value ($000) $267 Shares 2,575 Est. Cost $105.34 Unrealized
MTD Mettler-Toledo International Inc 0.0%
Value ($000) $267 Shares 463 Est. Cost $416.21 Unrealized +37.1%
DFEN Direxion Dly Aerospace&Def Bl 3X ShsETF 0.0%
Value ($000) $261 Shares 5,870 Est. Cost $49.14 Unrealized
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.0%
Value ($000) $260 Shares 7,406 Est. Cost $35.11 Unrealized
Praxair Inc 0.0%
Value ($000) $257 Shares 1,626 Est. Cost $154.80 Unrealized
PGR Progressive Corp 0.0%
Value ($000) $256 Shares 4,339 Est. Cost $32.25 Unrealized +49.7%
BB&T Corp 0.0%
Value ($000) $256 Shares 5,093 Est. Cost $50.27 Unrealized
COLB Columbia Banking System Inc 0.0%
Value ($000) $256 Shares 6,282 Est. Cost $30.37 Unrealized -1.0%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $255 Shares 535 Est. Cost $152.50 Unrealized 0.0%
TGT Target Corp 0.0%
Value ($000) $250 Shares 3,293 Est. Cost $59.64 Unrealized 0.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $248 Shares 1,209 Est. Cost $27.78 Unrealized +20.0%
NVO Novo Nordisk A/S 0.0%
Value ($000) $247 Shares 5,375 Est. Cost $52.47 Unrealized
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.0%
Value ($000) $246 Shares 3,252 Est. Cost $75.65 Unrealized
STT State Street Corporation 0.0%
Value ($000) $246 Shares 2,634 Est. Cost $46.31 Unrealized +68.1%
LEG Leggett & Platt Inc 0.0%
Value ($000) $243 Shares 5,406 Est. Cost $46.63 Unrealized -7.9%
DNP Select Income 0.0%
Value ($000) $240 Shares 22,177 Est. Cost $10.82 Unrealized
CSX CSX Corp 0.0%
Value ($000) $239 Shares 3,758 Est. Cost $18.59 Unrealized 0.0%
TSLA Tesla Motors Inc 0.0%
Value ($000) $234 Shares 684 Est. Cost $20.32 Unrealized 0.0%
CTSH Cognizant Technology Solutions Corp A 0.0%
Value ($000) $229 Shares 2,901 Est. Cost $70.59 Unrealized -0.2%
COF Capital One Financial Corp 0.0%
Value ($000) $227 Shares 2,475 Est. Cost $81.52 Unrealized +1.8%
PRU Prudential Financial Inc 0.0%
Value ($000) $226 Shares 2,419 Est. Cost $76.10 Unrealized -8.4%
NVS Novartis Ag 0.0%
Value ($000) $224 Shares 2,974 Est. Cost $83.76 Unrealized
HPQ HP Inc 0.0%
Value ($000) $223 Shares 9,792 Est. Cost $17.35 Unrealized -0.6%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $220 Shares 4,635 Est. Cost $47.46 Unrealized
Oclaro Inc 0.0%
Value ($000) $220 Shares 24,648 Est. Cost $9.13 Unrealized
IWM iShares Russell 2000 0.0%
Value ($000) $216 Shares 1,323 Est. Cost $163.27 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $216 Shares 5,152 Est. Cost $41.27 Unrealized -2.6%
SSYS Stratasys Ltd 0.0%
Value ($000) $215 Shares 11,259 Est. Cost $19.75 Unrealized 0.0%
VanEck Vectors JP Morgan EM LC Bd ETF 0.0%
Value ($000) $213 Shares 12,524 Est. Cost $17.01 Unrealized
National Oilwell Varco Inc 0.0%
Value ($000) $213 Shares 4,910 Est. Cost $43.38 Unrealized
ASML ASML Holding NV 0.0%
Value ($000) $211 Shares 1,070 Est. Cost $198.32 Unrealized
IYR iShares US Real Estate 0.0%
Value ($000) $209 Shares 2,578 Est. Cost $75.80 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $201 Shares 2,089 Est. Cost $63.42 Unrealized +28.6%
EQAL Invesco Russell 1000 Equal Weight ETF 0.0%
Value ($000) $200 Shares 6,301 Est. Cost $31.74 Unrealized
BUD Anheuser-Busch InBev SA/NV 0.0%
Value ($000) $200 Shares 1,985 Est. Cost $115.43 Unrealized
RFIL RF Industries Ltd 0.0%
Value ($000) $189 Shares 26,000 Est. Cost $6.10 Unrealized 0.0%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $177 Shares 10,277 Est. Cost $10.56 Unrealized +46.0%
PBR/A Petroleo Brasileiro SA Petrobras ADR 0.0%
Value ($000) $172 Shares 19,500 Est. Cost $4.52 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $162 Shares 11,193 Est. Cost $14.47 Unrealized
F Ford Motor Co 0.0%
Value ($000) $112 Shares 10,167 Est. Cost $7.74 Unrealized 0.0%
Legacy Reserves LP 0.0%
Value ($000) $81 Shares 11,814 Est. Cost $4.66 Unrealized
FS Investment Corp 0.0%
Value ($000) $78 Shares 10,386 Est. Cost $9.01 Unrealized
LAB Fluidigm Corp 0.0%
Value ($000) $59 Shares 10,000 Est. Cost $6.57 Unrealized -13.2%
CGEN Compugen Ltd 0.0%
Value ($000) $47 Shares 14,364 Est. Cost $3.39 Unrealized +10.7%
LendingClub Corp 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $4.30 Unrealized
Organovo Holdings Inc 0.0%
Value ($000) $17 Shares 12,500 Est. Cost $1.28 Unrealized