Perigon Wealth Management, LLC Diversified Active

CIK: 0001575239 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $405,935 (100.0% shares, 0.0% debt)

Holdings (236)

UNP Union Pacific 13.2%
Value ($000) $53,614 Shares 329,262 Est. Cost $127.67 Unrealized +0.1%
AAPL Apple 5.8%
Value ($000) $23,526 Shares 104,215 Est. Cost $33.59 Unrealized +46.7%
OXY Occidental PTL. 4.3%
Value ($000) $17,263 Shares 208,121 Est. Cost $62.77 Unrealized +7.9%
SPY SPDR S&P 500 ETF 4.1%
Value ($000) $16,611 Shares 56,885 Est. Cost $244.71 Unrealized
GOOG Alphabet Inc CL C 2.7%
Value ($000) $10,939 Shares 9,166 Est. Cost $38.94 Unrealized +52.7%
HD Home Depot 2.5%
Value ($000) $10,049 Shares 48,509 Est. Cost $212.12 Unrealized -20.8%
Xilinx Inc 2.1%
Value ($000) $8,618 Shares 107,500 Est. Cost $65.37 Unrealized
MRK Merck & Co Inc New 2.1%
Value ($000) $8,460 Shares 118,462 Est. Cost $40.01 Unrealized +26.6%
V Visa a 2.1%
Value ($000) $8,360 Shares 55,697 Est. Cost $76.42 Unrealized +76.8%
CME Cme Group 1.8%
Value ($000) $7,206 Shares 42,339 Est. Cost $77.86 Unrealized +65.8%
DIS Walt Disney 1.6%
Value ($000) $6,405 Shares 54,771 Est. Cost $94.56 Unrealized +12.7%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $6,149 Shares 25,175 Est. Cost $401.28 Unrealized -43.8%
JNJ Johnson & Johnson 1.4%
Value ($000) $5,499 Shares 39,797 Est. Cost $104.69 Unrealized +3.2%
LMT Lockheed Martin Corp 1.3%
Value ($000) $5,144 Shares 14,869 Est. Cost $196.02 Unrealized +34.8%
CRM Salesforce Com 1.2%
Value ($000) $4,877 Shares 30,668 Est. Cost $110.98 Unrealized +32.1%
AMZN Amazon Com Inc 1.2%
Value ($000) $4,777 Shares 2,385 Est. Cost $74.14 Unrealized +26.8%
JPM JP Morgan Chase & Co. 1.2%
Value ($000) $4,698 Shares 41,633 Est. Cost $77.33 Unrealized +19.8%
LYB Lyondellbasell Inds.CL.A 1.2%
Value ($000) $4,684 Shares 45,690 Est. Cost $60.47 Unrealized +13.6%
BRK/B Berkshire Hathaway B 1.1%
Value ($000) $4,509 Shares 21,059 Est. Cost $210.01 Unrealized -2.3%
CSCO Cisco Systems 1.1%
Value ($000) $4,356 Shares 89,530 Est. Cost $26.40 Unrealized +36.5%
MSFT Microsoft 1.1%
Value ($000) $4,340 Shares 37,945 Est. Cost $85.03 Unrealized +18.6%
GILD Gilead Sciences 1.0%
Value ($000) $4,243 Shares 54,960 Est. Cost $57.80 Unrealized -1.7%
MCD McDonalds 1.0%
Value ($000) $4,126 Shares 24,665 Est. Cost $202.45 Unrealized -33.4%
CVX Chevron 1.0%
Value ($000) $4,118 Shares 33,675 Est. Cost $94.52 Unrealized -7.0%
MCO Moody's 1.0%
Value ($000) $4,103 Shares 24,537 Est. Cost $226.95 Unrealized -27.3%
IWM iShares Russell 2000 ETF 1.0%
Value ($000) $4,015 Shares 23,754 Est. Cost $140.23 Unrealized
TRV Travelers Cos. 1.0%
Value ($000) $3,992 Shares 30,780 Est. Cost $116.89 Unrealized -6.0%
META Facebook Inc Class A 1.0%
Value ($000) $3,897 Shares 23,694 Est. Cost $140.17 Unrealized +28.3%
United Technologies 0.9%
Value ($000) $3,796 Shares 27,149 Est. Cost $114.37 Unrealized
EFA iShares MSCI EAFE ETF 0.9%
Value ($000) $3,725 Shares 54,786 Est. Cost $61.35 Unrealized
Dun & Bradstreet Del. 0.9%
Value ($000) $3,705 Shares 26,000 Est. Cost $117.00 Unrealized
CMCSA Comcast a 0.9%
Value ($000) $3,604 Shares 101,787 Est. Cost $28.01 Unrealized +4.7%
XOM Exxon Mobil 0.9%
Value ($000) $3,597 Shares 42,302 Est. Cost $64.91 Unrealized -10.4%
Flir Systems Inc 0.9%
Value ($000) $3,517 Shares 57,212 Est. Cost $39.19 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.9%
Value ($000) $3,510 Shares 40,100 Est. Cost $89.12 Unrealized
MMM 3M 0.8%
Value ($000) $3,222 Shares 15,290 Est. Cost $108.24 Unrealized +22.1%
ACWI iShares MSCI ACWI 0.7%
Value ($000) $2,979 Shares 40,114 Est. Cost $72.09 Unrealized
Celgene 0.7%
Value ($000) $2,892 Shares 32,313 Est. Cost $126.82 Unrealized
NKE Nike Inc Class B 0.7%
Value ($000) $2,808 Shares 33,065 Est. Cost $54.50 Unrealized +33.9%
NSC Norfolk Southern 0.6%
Value ($000) $2,391 Shares 13,244 Est. Cost $189.06 Unrealized -22.2%
VEEV Veeva Systems Inc. 0.5%
Value ($000) $2,191 Shares 20,125 Est. Cost $58.88 Unrealized +54.0%
BABA Alibaba Group HLDG 0.5%
Value ($000) $2,138 Shares 12,978 Est. Cost $164.74 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.5%
Value ($000) $2,104 Shares 49,020 Est. Cost $39.55 Unrealized
HON Honeywell International 0.5%
Value ($000) $2,001 Shares 12,028 Est. Cost $105.50 Unrealized +15.3%
NFLX Netflix Inc 0.5%
Value ($000) $1,980 Shares 5,292 Est. Cost $32.25 Unrealized +12.6%
CVS CVS Caremark 0.5%
Value ($000) $1,935 Shares 24,582 Est. Cost $73.60 Unrealized -23.2%
ADP Auto Data Processing 0.5%
Value ($000) $1,924 Shares 12,709 Est. Cost $74.13 Unrealized +63.0%
Qiagen N.V. Com 0.5%
Value ($000) $1,835 Shares 48,441 Est. Cost $31.50 Unrealized
RMD Resmed 0.4%
Value ($000) $1,707 Shares 14,802 Est. Cost $95.00 Unrealized +7.6%
GBIL Goldman Sachs ETF TR (treasuryaccess) 0.4%
Value ($000) $1,698 Shares 16,952 Est. Cost $100.17 Unrealized
IEF iShares 7 10 yr Treasury Bond 0.4%
Value ($000) $1,600 Shares 15,819 Est. Cost $102.86 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,550 Shares 29,025 Est. Cost $34.39 Unrealized +3.6%
COST Costco Wholesale 0.3%
Value ($000) $1,388 Shares 5,909 Est. Cost $210.19 Unrealized -3.4%
WFC Wells Fargo & Co 0.3%
Value ($000) $1,366 Shares 25,994 Est. Cost $41.11 Unrealized +13.1%
TIP iShares Barclays TIPS BD.FD. 0.3%
Value ($000) $1,298 Shares 11,734 Est. Cost $113.76 Unrealized
VEU Vanguard FTSE All-World Ex-US ETF 0.3%
Value ($000) $1,287 Shares 24,596 Est. Cost $54.28 Unrealized
QQQ Invesco QQQ TR Unit (ser 1) 0.3%
Value ($000) $1,281 Shares 6,880 Est. Cost $186.19 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $1,259 Shares 13,315 Est. Cost $62.42 Unrealized +10.8%
NEE Nextera Energy 0.3%
Value ($000) $1,228 Shares 7,326 Est. Cost $37.17 Unrealized -4.6%
GOOGL Alphabet Inc CL A 0.3%
Value ($000) $1,228 Shares 1,017 Est. Cost $43.76 Unrealized +37.3%
TLT iShares 20 Year 0.3%
Value ($000) $1,223 Shares 10,425 Est. Cost $121.49 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.3%
Value ($000) $1,217 Shares 11,397 Est. Cost $106.78 Unrealized
EMR Emerson Electric 0.3%
Value ($000) $1,213 Shares 15,834 Est. Cost $57.33 Unrealized +8.1%
BAC Bank Of America Corp 0.3%
Value ($000) $1,206 Shares 40,932 Est. Cost $24.44 Unrealized +4.2%
VIG Vanguard DIV.Apprec.Idx. FD. 0.3%
Value ($000) $1,171 Shares 10,527 Est. Cost $96.53 Unrealized
CWB SPDR Barclays ETF 0.3%
Value ($000) $1,134 Shares 21,021 Est. Cost $51.70 Unrealized
IVV iShares S&P 500 ETF 0.3%
Value ($000) $1,134 Shares 3,856 Est. Cost $235.04 Unrealized
BND Vanguard Bond Index Fund 0.3%
Value ($000) $1,100 Shares 13,976 Est. Cost $82.04 Unrealized
VTI Vanguard Total Stock 0.3%
Value ($000) $1,088 Shares 7,238 Est. Cost $143.42 Unrealized
AME Ametek Inc New 0.3%
Value ($000) $1,068 Shares 13,500 Est. Cost $44.72 Unrealized +62.9%
INTC Intel 0.3%
Value ($000) $1,061 Shares 22,434 Est. Cost $36.33 Unrealized +14.3%
NVDA Nvidia Corp 0.3%
Value ($000) $1,036 Shares 3,688 Est. Cost $4.95 Unrealized +30.1%
SCHX Schwab US Large-Cap Equity ETF 0.3%
Value ($000) $1,031 Shares 14,826 Est. Cost $60.10 Unrealized
VCSH Vanguard Short Term Cor 0.3%
Value ($000) $1,022 Shares 13,073 Est. Cost $78.18 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.2%
Value ($000) $984 Shares 6,917 Est. Cost $142.26 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $972 Shares 13,256 Est. Cost $39.16 Unrealized +47.7%
IBB iShares Nasdaq Biotech. Idx.FD. 0.2%
Value ($000) $967 Shares 7,926 Est. Cost $122.00 Unrealized
FDX Fedex Corporation 0.2%
Value ($000) $964 Shares 3,991 Est. Cost $162.13 Unrealized +30.9%
IYR iShares U.S. Real Estate ETF 0.2%
Value ($000) $942 Shares 11,659 Est. Cost $80.77 Unrealized
BAX Baxter International Inc 0.2%
Value ($000) $921 Shares 11,920 Est. Cost $40.36 Unrealized +60.9%
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.2%
Value ($000) $893 Shares 8,784 Est. Cost $101.54 Unrealized
SRPT Sarepta Therapeutics 0.2%
Value ($000) $889 Shares 5,503 Est. Cost $136.70 Unrealized 0.0%
USB US Bancorp 0.2%
Value ($000) $889 Shares 16,718 Est. Cost $39.55 Unrealized -1.1%
PM Philip Morris Intl. 0.2%
Value ($000) $837 Shares 10,125 Est. Cost $55.24 Unrealized +0.5%
VWO Vanguard Emerging Markets ETF 0.2%
Value ($000) $820 Shares 19,768 Est. Cost $41.38 Unrealized
SCHB Schwab U.S. Broad Market Index ETF 0.2%
Value ($000) $810 Shares 11,506 Est. Cost $59.80 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $793 Shares 11,847 Est. Cost $55.83 Unrealized +0.2%
PYPL Paypal Holdings Inco 0.2%
Value ($000) $771 Shares 8,782 Est. Cost $77.40 Unrealized +13.5%
IJT iShares S&P Smcap Growth 0.2%
Value ($000) $760 Shares 3,763 Est. Cost $190.28 Unrealized
T AT&T 0.2%
Value ($000) $760 Shares 22,636 Est. Cost $14.23 Unrealized +1.7%
ISRG Intuitive Surgical New 0.2%
Value ($000) $759 Shares 1,323 Est. Cost $149.65 Unrealized +18.7%
XLK Sector SPDR TST.Sbi Int. Tech. 0.2%
Value ($000) $759 Shares 10,072 Est. Cost $61.89 Unrealized
BA Boeing Co 0.2%
Value ($000) $753 Shares 2,024 Est. Cost $282.07 Unrealized +20.2%
VEA Vanguard FTSE Developed Market S ETF 0.2%
Value ($000) $749 Shares 17,251 Est. Cost $40.48 Unrealized
PGX Invesco Exchng (traded FD TR II PFD Etf) 0.2%
Value ($000) $746 Shares 52,075 Est. Cost $14.33 Unrealized
ICE Intercontinental Ex. 0.2%
Value ($000) $742 Shares 9,905 Est. Cost $66.04 Unrealized +3.5%
SCZ iShares MSCI EAFE Small-Cap ETF 0.2%
Value ($000) $738 Shares 11,850 Est. Cost $64.70 Unrealized
MU Micron Technology Inc 0.2%
Value ($000) $734 Shares 16,223 Est. Cost $47.87 Unrealized +2.8%
SCHF Schwab International Developed Equity ETF 0.2%
Value ($000) $704 Shares 20,985 Est. Cost $31.06 Unrealized
IVW iShares S&P 500 0.2%
Value ($000) $703 Shares 3,960 Est. Cost $177.53 Unrealized
ILMN Illumina Inc 0.2%
Value ($000) $700 Shares 1,908 Est. Cost $249.93 Unrealized +28.2%
ONEQ Fidelity Nasdaq 0.2%
Value ($000) $699 Shares 2,215 Est. Cost $315.58 Unrealized
AMGN Amgen Incorporated 0.2%
Value ($000) $682 Shares 3,289 Est. Cost $140.33 Unrealized +12.1%
GM General Motors Co 0.2%
Value ($000) $676 Shares 20,086 Est. Cost $34.07 Unrealized -2.9%
PRF INVESCO FTSE RAFI US 1000 ETF 0.2%
Value ($000) $667 Shares 5,616 Est. Cost $118.77 Unrealized
PG Procter & Gamble 0.2%
Value ($000) $662 Shares 7,960 Est. Cost $71.50 Unrealized -5.2%
Intra-Cellular Thera 0.2%
Value ($000) $651 Shares 30,000 Est. Cost $15.77 Unrealized
STZ Constellation Brands Inc-A 0.2%
Value ($000) $630 Shares 2,920 Est. Cost $188.58 Unrealized 0.0%
WMT Wal Mart Stores 0.2%
Value ($000) $627 Shares 6,676 Est. Cost $26.06 Unrealized +4.9%
SRE Sempra En. 0.1%
Value ($000) $561 Shares 4,896 Est. Cost $79.16 Unrealized -42.4%
SVB Financial Group 0.1%
Value ($000) $550 Shares 1,770 Est. Cost $310.73 Unrealized
IYY iShares Dow Jones 0.1%
Value ($000) $545 Shares 3,727 Est. Cost $123.81 Unrealized
Walgreens Boots Allianc 0.1%
Value ($000) $543 Shares 7,442 Est. Cost $76.60 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $533 Shares 2,014 Est. Cost $19.64 Unrealized +6.0%
GLD SPDR Gold Shares 0.1%
Value ($000) $533 Shares 4,723 Est. Cost $112.85 Unrealized
ADI Analog Devices 0.1%
Value ($000) $527 Shares 5,702 Est. Cost $73.96 Unrealized +13.3%
BMY Bristol Myers Squibb 0.1%
Value ($000) $496 Shares 7,993 Est. Cost $61.85 Unrealized -27.3%
IFGL iShares FTSE Epra/Nareit Developed RLST.Ex-US IX. 0.1%
Value ($000) $491 Shares 17,045 Est. Cost $29.64 Unrealized
Splunk Inc 0.1%
Value ($000) $488 Shares 4,038 Est. Cost $73.79 Unrealized
SCHA Schwab US Small-Cap Equity ETF 0.1%
Value ($000) $486 Shares 6,378 Est. Cost $64.52 Unrealized
IGM iShares North 0.1%
Value ($000) $482 Shares 2,300 Est. Cost $109.87 Unrealized
AVGO Broadcom Inc Com 0.1%
Value ($000) $475 Shares 1,925 Est. Cost $19.73 Unrealized -7.4%
FTNT Fortinet Inc 0.1%
Value ($000) $471 Shares 5,102 Est. Cost $11.84 Unrealized +29.1%
NOC Northrop Grumman Corp 0.1%
Value ($000) $462 Shares 1,455 Est. Cost $258.70 Unrealized +4.3%
SCHM Schwab US Mid-Cap Equity ETF 0.1%
Value ($000) $458 Shares 7,921 Est. Cost $48.39 Unrealized
SWKS Skyworks Solutions Inc Com 0.1%
Value ($000) $454 Shares 5,001 Est. Cost $78.84 Unrealized 0.0%
BK Bank Of NY Mellon Corporation 0.1%
Value ($000) $450 Shares 8,835 Est. Cost $44.55 Unrealized -4.1%
VV Vanguard LGCP.ETF 0.1%
Value ($000) $448 Shares 3,343 Est. Cost $116.06 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $445 Shares 6,415 Est. Cost $69.37 Unrealized
Dowdupont Inc Com 0.1%
Value ($000) $443 Shares 6,883 Est. Cost $68.81 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $438 Shares 1,240 Est. Cost $299.30 Unrealized +15.0%
UNH Unitedhealth Group 0.1%
Value ($000) $436 Shares 1,637 Est. Cost $151.41 Unrealized +52.3%
Aptiv PLC SHS Com 0.1%
Value ($000) $432 Shares 5,144 Est. Cost $87.78 Unrealized
TWLO Twilio Inc 0.1%
Value ($000) $418 Shares 4,844 Est. Cost $49.53 Unrealized +47.6%
KO Coca Cola Company 0.1%
Value ($000) $409 Shares 8,771 Est. Cost $34.34 Unrealized +5.7%
Allergan PLC F 0.1%
Value ($000) $409 Shares 2,147 Est. Cost $190.50 Unrealized
IEI iShares TR Barclays Bond 0.1%
Value ($000) $408 Shares 3,429 Est. Cost $120.68 Unrealized
Vaneck Vectors ETF 0.1%
Value ($000) $407 Shares 13,082 Est. Cost $31.14 Unrealized
IT Gartner a 0.1%
Value ($000) $396 Shares 2,500 Est. Cost $81.25 Unrealized +78.5%
PFE Pfizer Incorporated 0.1%
Value ($000) $394 Shares 8,950 Est. Cost $23.15 Unrealized +19.5%
VO Vanguard Mid.Cap ETF 0.1%
Value ($000) $391 Shares 2,373 Est. Cost $143.87 Unrealized
Invesco Exch TRD SLF (idx FD TR Bulshs 2019 HY) 0.1%
Value ($000) $391 Shares 16,110 Est. Cost $24.20 Unrealized
VB Vanguard SML.Cap ETF 0.1%
Value ($000) $389 Shares 2,384 Est. Cost $138.25 Unrealized
DVN Devon Energy 0.1%
Value ($000) $385 Shares 9,630 Est. Cost $26.36 Unrealized +15.1%
LNC Lincoln Nat. 0.1%
Value ($000) $383 Shares 5,660 Est. Cost $48.54 Unrealized -2.0%
AES Aes Corp 0.1%
Value ($000) $381 Shares 27,240 Est. Cost $8.25 Unrealized +25.5%
IBM IBM 0.1%
Value ($000) $381 Shares 2,518 Est. Cost $105.90 Unrealized -4.4%
PDP Invesco Dwa Momentum ETF 0.1%
Value ($000) $375 Shares 6,295 Est. Cost $55.28 Unrealized
C Citigroup Inc New 0.1%
Value ($000) $372 Shares 5,187 Est. Cost $54.77 Unrealized 0.0%
DLR Digital Realty TST. 0.1%
Value ($000) $371 Shares 3,297 Est. Cost $55.66 Unrealized +66.3%
STM Stmicroelectronics 0.1%
Value ($000) $364 Shares 19,829 Est. Cost $21.56 Unrealized
Apache 0.1%
Value ($000) $363 Shares 7,605 Est. Cost $47.73 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $357 Shares 7,104 Est. Cost $51.15 Unrealized
MUB iShares National AMT-Free Muni Bond ETF 0.1%
Value ($000) $352 Shares 3,257 Est. Cost $109.26 Unrealized
INCY Incyte Corporation 0.1%
Value ($000) $345 Shares 5,000 Est. Cost $68.64 Unrealized 0.0%
IWN iShares Russell 2000 0.1%
Value ($000) $343 Shares 2,571 Est. Cost $120.08 Unrealized
IWP iShares Russell Mid Cap 0.1%
Value ($000) $341 Shares 2,507 Est. Cost $105.10 Unrealized
Nordstrom Inc 0.1%
Value ($000) $338 Shares 5,650 Est. Cost $50.05 Unrealized
EZU iShares MSCI Emu 0.1%
Value ($000) $338 Shares 8,246 Est. Cost $34.54 Unrealized
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $338 Shares 3,450 Est. Cost $90.37 Unrealized
SAN Banco Santander SA F 0.1%
Value ($000) $334 Shares 66,780 Est. Cost $6.14 Unrealized
AKAM Akamai Technologies 0.1%
Value ($000) $333 Shares 4,552 Est. Cost $74.16 Unrealized +1.3%
VNQ Vanguard REIT ETF 0.1%
Value ($000) $332 Shares 4,117 Est. Cost $76.41 Unrealized
VOD Vodafone Group Spon 0.1%
Value ($000) $326 Shares 15,040 Est. Cost $21.68 Unrealized
Liberty Global SR.C 0.1%
Value ($000) $324 Shares 11,521 Est. Cost $28.12 Unrealized
PRLB Proto Labs Inc 0.1%
Value ($000) $317 Shares 1,962 Est. Cost $122.45 Unrealized +15.5%
MDT Medtronic PLC F 0.1%
Value ($000) $314 Shares 3,175 Est. Cost $68.80 Unrealized +10.9%
XHS SPDR Series Trust 0.1%
Value ($000) $312 Shares 4,071 Est. Cost $55.05 Unrealized
MDB Mongodb Inc CL A 0.1%
Value ($000) $309 Shares 3,791 Est. Cost $44.87 Unrealized +48.6%
VGT Vanguard Information Technology Equity ETF 0.1%
Value ($000) $308 Shares 1,519 Est. Cost $202.76 Unrealized
Nektar Therapeutics 0.1%
Value ($000) $305 Shares 5,002 Est. Cost $48.75 Unrealized
NYT New York Times Co Com CL A 0.1%
Value ($000) $304 Shares 13,140 Est. Cost $21.73 Unrealized +3.1%
IXJ iShares S&P Global Healthcare 0.1%
Value ($000) $304 Shares 4,826 Est. Cost $63.03 Unrealized
Invesco Exch TRD SLF (idx FD TR Bulshs 2020 HY) 0.1%
Value ($000) $303 Shares 12,471 Est. Cost $24.23 Unrealized
CGNX Cognex Corp 0.1%
Value ($000) $301 Shares 5,389 Est. Cost $44.22 Unrealized +8.4%
BOH Bank Of Hawaii 0.1%
Value ($000) $300 Shares 3,800 Est. Cost $76.12 Unrealized -19.0%
MELI Mercadolibre Inc 0.1%
Value ($000) $300 Shares 882 Est. Cost $315.44 Unrealized +7.4%
SCHW Charles Schwab 0.1%
Value ($000) $296 Shares 6,020 Est. Cost $33.97 Unrealized +35.6%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $288 Shares 712 Est. Cost $313.51 Unrealized +20.7%
PLD Prologis Inc Com 0.1%
Value ($000) $287 Shares 4,240 Est. Cost $50.41 Unrealized +6.2%
BFH Alliance Data System 0.1%
Value ($000) $286 Shares 1,209 Est. Cost $168.26 Unrealized -1.5%
BIDU Baidu Inc Ads Repsntg CL A Ord SHS Spon ADR 0.1%
Value ($000) $284 Shares 1,244 Est. Cost $240.91 Unrealized
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $283 Shares 1,980 Est. Cost $127.73 Unrealized
CCOI Cogent Communication 0.1%
Value ($000) $283 Shares 5,079 Est. Cost $33.53 Unrealized +8.9%
ETFMG PRIME CYBER SECURITY ETF 0.1%
Value ($000) $280 Shares 6,971 Est. Cost $40.17 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $276 Shares 1,894 Est. Cost $112.59 Unrealized +7.3%
Anadarko Petroleum 0.1%
Value ($000) $270 Shares 4,000 Est. Cost $79.22 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.1%
Value ($000) $266 Shares 14,340 Est. Cost $22.02 Unrealized
UAA Under Armour Inc CL A 0.1%
Value ($000) $266 Shares 12,550 Est. Cost $19.95 Unrealized +4.3%
XLF SPDR (financial) Index 0.1%
Value ($000) $265 Shares 9,618 Est. Cost $27.55 Unrealized
BMRN Biomarin Pharmaceutical 0.1%
Value ($000) $263 Shares 2,709 Est. Cost $87.57 Unrealized +14.0%
NXPI NXP Semiconductors NV F 0.1%
Value ($000) $263 Shares 3,065 Est. Cost $97.01 Unrealized -12.1%
Centurylink Inc 0.1%
Value ($000) $261 Shares 12,308 Est. Cost $21.21 Unrealized
GlaxoSmithKline PLC Adrf 0.1%
Value ($000) $259 Shares 6,368 Est. Cost $45.04 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $259 Shares 2,418 Est. Cost $86.66 Unrealized +4.1%
iShares Gold Trust 0.1%
Value ($000) $259 Shares 22,676 Est. Cost $12.30 Unrealized
SLB Schlumberger 0.1%
Value ($000) $259 Shares 4,225 Est. Cost $55.91 Unrealized -6.9%
SLV iShares Silver Trust 0.1%
Value ($000) $257 Shares 18,741 Est. Cost $13.71 Unrealized
SBNY Signature Bank Com 0.1%
Value ($000) $257 Shares 2,240 Est. Cost $114.73 Unrealized
MDY SPDR S&P Midcap 400 ETF Trust 0.1%
Value ($000) $254 Shares 690 Est. Cost $368.12 Unrealized
BlackRock 0.1%
Value ($000) $252 Shares 536 Est. Cost $443.76 Unrealized
IXN iShares S&P Global Technology 0.1%
Value ($000) $251 Shares 1,433 Est. Cost $157.25 Unrealized
FLRN SPDR Barclays Investment 0.1%
Value ($000) $250 Shares 8,125 Est. Cost $30.73 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $249 Shares 927 Est. Cost $245.13 Unrealized
ZD J2 Global Inc Com 0.1%
Value ($000) $249 Shares 3,000 Est. Cost $73.20 Unrealized 0.0%
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $247 Shares 2,814 Est. Cost $85.64 Unrealized
DGRW Wisdomtree TR (us Quality Divid Growth FD) 0.1%
Value ($000) $241 Shares 5,431 Est. Cost $44.37 Unrealized
TGT Target 0.1%
Value ($000) $240 Shares 2,726 Est. Cost $58.52 Unrealized +16.1%
California Resources 0.1%
Value ($000) $240 Shares 4,936 Est. Cost $12.16 Unrealized
AGG iShares Barclays Aggregate Bond ETF 0.1%
Value ($000) $239 Shares 2,262 Est. Cost $107.25 Unrealized
VHT Vanguard Health Care Equity ETF 0.1%
Value ($000) $237 Shares 1,314 Est. Cost $154.00 Unrealized
VGK Vanguard European ETF 0.1%
Value ($000) $237 Shares 4,193 Est. Cost $56.52 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $236 Shares 903 Est. Cost $220.32 Unrealized 0.0%
ED Consolidated Edison Inc 0.1%
Value ($000) $236 Shares 3,095 Est. Cost $66.81 Unrealized -9.6%
ORCL Oracle 0.1%
Value ($000) $236 Shares 4,582 Est. Cost $40.83 Unrealized +6.7%
MO Altria Group 0.1%
Value ($000) $233 Shares 3,817 Est. Cost $33.56 Unrealized 0.0%
ALB Albemarle Corp 0.1%
Value ($000) $232 Shares 2,316 Est. Cost $86.84 Unrealized +0.5%
IJK iShares S&P Midcap Growth 0.1%
Value ($000) $231 Shares 989 Est. Cost $210.23 Unrealized
PCY Invesco Exchng (traded FD TR II Emrng MKT SVRG) 0.1%
Value ($000) $231 Shares 8,571 Est. Cost $26.51 Unrealized
INGR Ingredion Inc 0.1%
Value ($000) $231 Shares 2,185 Est. Cost $121.92 Unrealized -16.2%
EQIX Equinix Inc 0.1%
Value ($000) $231 Shares 534 Est. Cost $349.39 Unrealized +8.9%
PH Parker-Hannifin Corp 0.1%
Value ($000) $227 Shares 1,237 Est. Cost $153.61 Unrealized 0.0%
PSMT Pricesmart Inc 0.1%
Value ($000) $224 Shares 2,763 Est. Cost $78.38 Unrealized -3.5%
LLY Lilly Eli & Company 0.1%
Value ($000) $224 Shares 2,087 Est. Cost $90.28 Unrealized 0.0%
RXI iShares S&P Global Consumer Cyclical 0.1%
Value ($000) $222 Shares 1,852 Est. Cost $110.28 Unrealized
RYAAY Ryanair HLDGS PLC F Sponsored ADR 0.1%
Value ($000) $221 Shares 2,300 Est. Cost $120.36 Unrealized
DJP Dow Jones UBS Commodity Index Total Return 0.1%
Value ($000) $221 Shares 9,296 Est. Cost $24.44 Unrealized
SHY iShares TR Barclays Bond 0.1%
Value ($000) $219 Shares 2,640 Est. Cost $82.95 Unrealized
IWC iShares Micro Cap ETF 0.1%
Value ($000) $211 Shares 1,984 Est. Cost $106.35 Unrealized
Barclays ETN Shiller 0.1%
Value ($000) $211 Shares 1,590 Est. Cost $132.70 Unrealized
ACN Accenture PLC CL A F 0.1%
Value ($000) $210 Shares 1,231 Est. Cost $132.77 Unrealized +12.4%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $209 Shares 4,567 Est. Cost $45.76 Unrealized
SJM J M Smucker Co New 0.1%
Value ($000) $205 Shares 2,001 Est. Cost $97.61 Unrealized -11.9%
APD Air Prod & Chemicals Inc 0.0%
Value ($000) $202 Shares 1,200 Est. Cost $135.95 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $202 Shares 5,225 Est. Cost $40.70 Unrealized 0.0%
WISDOMTREE CONTINUOUS COMMODITY INDEX FUND 0.0%
Value ($000) $186 Shares 10,313 Est. Cost $18.04 Unrealized