Perigon Wealth Management, LLC Diversified Active

CIK: 0001575239 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 11, 2019

Total Value ($000): $391,702 (100.0% shares, 0.0% debt)

Holdings (221)

UNP Union Pacific 15.0%
Value ($000) $58,605 Shares 364,117 Est. Cost $127.55 Unrealized -0.9%
AAPL Apple 4.8%
Value ($000) $18,709 Shares 118,591 Est. Cost $35.10 Unrealized +31.1%
SPY SPDR S&P 500 ETF 4.6%
Value ($000) $18,198 Shares 68,120 Est. Cost $248.41 Unrealized
OXY Occidental PTL 3.5%
Value ($000) $13,739 Shares 206,504 Est. Cost $62.77 Unrealized -5.2%
GOOG Alphabet Inc CL C 2.5%
Value ($000) $9,772 Shares 8,958 Est. Cost $38.94 Unrealized +36.4%
MRK Merck & Co Inc New 2.3%
Value ($000) $9,195 Shares 127,821 Est. Cost $41.22 Unrealized +37.1%
HD Home Depot 2.2%
Value ($000) $8,451 Shares 46,845 Est. Cost $212.12 Unrealized -29.1%
CME Cme Group 2.0%
Value ($000) $7,740 Shares 41,624 Est. Cost $77.86 Unrealized +82.7%
V Visa a 1.9%
Value ($000) $7,576 Shares 54,636 Est. Cost $76.42 Unrealized +72.0%
DIS Walt Disney 1.6%
Value ($000) $6,360 Shares 57,252 Est. Cost $95.19 Unrealized +14.6%
JNJ Johnson & Johnson 1.6%
Value ($000) $6,272 Shares 51,857 Est. Cost $106.88 Unrealized +6.8%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $5,921 Shares 24,591 Est. Cost $401.28 Unrealized -42.6%
AMZN Amazon Com Inc 1.5%
Value ($000) $5,715 Shares 3,423 Est. Cost $76.87 Unrealized +8.2%
MSFT Microsoft 1.4%
Value ($000) $5,439 Shares 57,362 Est. Cost $90.10 Unrealized +11.0%
NFLX Netflix Inc 1.4%
Value ($000) $5,366 Shares 15,900 Est. Cost $30.70 Unrealized -2.5%
CRM Salesforce Com 1.3%
Value ($000) $5,135 Shares 34,293 Est. Cost $113.61 Unrealized +19.6%
IVV iShares S&P 500 ETF 1.3%
Value ($000) $4,948 Shares 18,497 Est. Cost $260.74 Unrealized
MCD McDonalds 1.2%
Value ($000) $4,890 Shares 26,575 Est. Cost $198.69 Unrealized -24.5%
JPM JP Morgan Chase & Co 1.2%
Value ($000) $4,696 Shares 46,724 Est. Cost $78.44 Unrealized +11.6%
BRK/B Berkshire Hathaway B 1.2%
Value ($000) $4,621 Shares 22,780 Est. Cost $209.92 Unrealized -0.5%
CSCO Cisco Systems 1.1%
Value ($000) $4,449 Shares 96,684 Est. Cost $27.18 Unrealized +35.8%
CVX Chevron 1.0%
Value ($000) $4,096 Shares 36,174 Est. Cost $93.84 Unrealized -9.7%
IWM iShares Russell 2000 ETF 1.0%
Value ($000) $4,053 Shares 27,505 Est. Cost $141.20 Unrealized
META Facebook Inc Class A 1.0%
Value ($000) $3,959 Shares 26,757 Est. Cost $140.59 Unrealized +2.3%
SHY iShares TR Barclays Bond 1.0%
Value ($000) $3,940 Shares 62,345 Est. Cost $64.03 Unrealized
MCO Moody's 1.0%
Value ($000) $3,850 Shares 24,597 Est. Cost $226.95 Unrealized -37.5%
TRV Travelers Cos 1.0%
Value ($000) $3,764 Shares 30,120 Est. Cost $116.89 Unrealized -8.3%
MMM 3M 1.0%
Value ($000) $3,744 Shares 19,111 Est. Cost $112.24 Unrealized +14.3%
LYB Lyondellbasell Inds CL A 1.0%
Value ($000) $3,739 Shares 43,370 Est. Cost $60.47 Unrealized -4.1%
EFA iShares MSCI EAFE ETF 0.9%
Value ($000) $3,690 Shares 59,361 Est. Cost $61.41 Unrealized
CMCSA Comcast a 0.9%
Value ($000) $3,615 Shares 101,035 Est. Cost $28.01 Unrealized +8.6%
NVDA Nvidia Corp 0.9%
Value ($000) $3,604 Shares 22,501 Est. Cost $4.77 Unrealized -0.7%
GILD Gilead Sciences 0.9%
Value ($000) $3,578 Shares 51,935 Est. Cost $57.80 Unrealized -8.3%
EEM ISHARES MSCI EMERG.MKTS.IDX.FD 0.8%
Value ($000) $3,289 Shares 78,144 Est. Cost $40.49 Unrealized
United Technologies 0.8%
Value ($000) $2,995 Shares 25,862 Est. Cost $114.37 Unrealized
Celgene 0.7%
Value ($000) $2,765 Shares 31,554 Est. Cost $126.82 Unrealized
ACWI iShares MSCI ACWI 0.7%
Value ($000) $2,743 Shares 40,114 Est. Cost $72.09 Unrealized
XOM Exxon Mobil 0.7%
Value ($000) $2,743 Shares 38,247 Est. Cost $64.91 Unrealized -13.1%
Flir Systems Inc 0.7%
Value ($000) $2,737 Shares 58,339 Est. Cost $39.34 Unrealized
LMT Lockheed Martin Corp 0.7%
Value ($000) $2,707 Shares 9,429 Est. Cost $196.02 Unrealized +27.6%
NKE Nike Inc Class B 0.7%
Value ($000) $2,616 Shares 32,456 Est. Cost $54.50 Unrealized +25.0%
VEEV Veeva Systems Inc 0.6%
Value ($000) $2,223 Shares 20,355 Est. Cost $59.25 Unrealized +54.2%
NSC Norfolk Southern 0.5%
Value ($000) $2,132 Shares 12,909 Est. Cost $189.06 Unrealized -24.7%
FTNT Fortinet Inc 0.5%
Value ($000) $1,985 Shares 26,977 Est. Cost $14.59 Unrealized +4.4%
IJR iShares Core S&P Small-Cap ETF 0.5%
Value ($000) $1,966 Shares 25,949 Est. Cost $89.12 Unrealized
QQQ Invesco QQQ TR Unit (ser 1) 0.5%
Value ($000) $1,908 Shares 11,553 Est. Cost $177.68 Unrealized
GBIL Goldman Sachs ETF TR treasuryaccess 0.5%
Value ($000) $1,885 Shares 18,833 Est. Cost $100.16 Unrealized
ADP Auto Data Processing 0.5%
Value ($000) $1,802 Shares 13,209 Est. Cost $75.91 Unrealized +59.6%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,644 Shares 29,249 Est. Cost $34.39 Unrealized +12.3%
CVS CVS Caremark 0.4%
Value ($000) $1,534 Shares 23,253 Est. Cost $73.60 Unrealized -19.3%
BAC Bank Of America Corp 0.4%
Value ($000) $1,524 Shares 51,511 Est. Cost $24.10 Unrealized -5.4%
HON Honeywell International 0.4%
Value ($000) $1,523 Shares 10,747 Est. Cost $105.50 Unrealized +11.6%
COST Costco Wholesale 0.4%
Value ($000) $1,426 Shares 6,819 Est. Cost $209.09 Unrealized -3.4%
RMD Resmed 0.4%
Value ($000) $1,408 Shares 14,892 Est. Cost $95.00 Unrealized +5.6%
WTMF Wisdomtree Managed Futures Strat ETF 0.4%
Value ($000) $1,390 Shares 36,316 Est. Cost $38.28 Unrealized
PG Procter & Gamble 0.3%
Value ($000) $1,307 Shares 13,858 Est. Cost $72.88 Unrealized +2.6%
INTC Intel 0.3%
Value ($000) $1,268 Shares 26,965 Est. Cost $36.98 Unrealized +8.7%
IWB iShares Russell 1000 ETF 0.3%
Value ($000) $1,268 Shares 8,580 Est. Cost $147.79 Unrealized
EZU iShares MSCI Emu 0.3%
Value ($000) $1,246 Shares 33,546 Est. Cost $36.50 Unrealized
BND Vanguard Bond Index Fund 0.3%
Value ($000) $1,229 Shares 15,471 Est. Cost $81.79 Unrealized
BA Boeing Co 0.3%
Value ($000) $1,226 Shares 3,366 Est. Cost $303.16 Unrealized +10.5%
GOOGL Alphabet Inc CL A 0.3%
Value ($000) $1,151 Shares 1,046 Est. Cost $44.04 Unrealized +21.8%
Zuora Inc Class A 0.3%
Value ($000) $1,136 Shares 53,204 Est. Cost $21.35 Unrealized
IEF iShares 7-10 yr Treasury Bond 0.3%
Value ($000) $1,123 Shares 10,885 Est. Cost $102.86 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $1,089 Shares 13,286 Est. Cost $62.42 Unrealized +3.8%
USB US Bancorp 0.3%
Value ($000) $1,052 Shares 20,470 Est. Cost $39.32 Unrealized -2.6%
IWR iShares Russell Mid-Cap 0.3%
Value ($000) $1,044 Shares 20,620 Est. Cost $50.63 Unrealized
VCSH Vanguard Short Term Cor 0.3%
Value ($000) $1,025 Shares 13,145 Est. Cost $78.18 Unrealized
TLT iShares 20 Year 0.3%
Value ($000) $991 Shares 8,225 Est. Cost $121.49 Unrealized
IBB iShares Nasdaq Biotech. Idx.FD. 0.3%
Value ($000) $984 Shares 8,988 Est. Cost $120.52 Unrealized
IYR iShares U.S. Real Estate ETF 0.3%
Value ($000) $981 Shares 12,169 Est. Cost $80.76 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value ($000) $976 Shares 10,669 Est. Cost $106.78 Unrealized
AME Ametek Inc New 0.2%
Value ($000) $963 Shares 13,500 Est. Cost $44.72 Unrealized +52.9%
ABT Abbott Laboratories 0.2%
Value ($000) $947 Shares 13,256 Est. Cost $39.16 Unrealized +58.7%
WFC Wells Fargo & Co 0.2%
Value ($000) $920 Shares 18,344 Est. Cost $41.11 Unrealized +2.3%
AIA iShares Asia 50 ETF 0.2%
Value ($000) $900 Shares 15,100 Est. Cost $59.60 Unrealized
SCHX Schwab US Large-Cap Equity ETF 0.2%
Value ($000) $871 Shares 13,701 Est. Cost $60.10 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $853 Shares 2,871 Est. Cost $20.20 Unrealized +6.5%
NEE Nextera Energy 0.2%
Value ($000) $840 Shares 4,823 Est. Cost $37.17 Unrealized -1.4%
BAX Baxter International Inc 0.2%
Value ($000) $838 Shares 11,920 Est. Cost $40.36 Unrealized +46.1%
Xilinx Inc 0.2%
Value ($000) $828 Shares 7,500 Est. Cost $65.37 Unrealized
FVD First Value Line SHS ETF 0.2%
Value ($000) $822 Shares 26,900 Est. Cost $30.56 Unrealized
VWO Vanguard Emerging Markets ETF 0.2%
Value ($000) $819 Shares 19,997 Est. Cost $41.38 Unrealized
XLE Sector SPDR Engy Select 0.2%
Value ($000) $816 Shares 12,963 Est. Cost $62.95 Unrealized
EMR Emerson Electric 0.2%
Value ($000) $815 Shares 12,741 Est. Cost $57.33 Unrealized -0.6%
TIP iShares Barclays TIPS BD.FD. 0.2%
Value ($000) $799 Shares 7,286 Est. Cost $113.76 Unrealized
PYPL Paypal Holdings Inco 0.2%
Value ($000) $779 Shares 8,273 Est. Cost $77.40 Unrealized +7.4%
LLY Lilly Eli & Company 0.2%
Value ($000) $776 Shares 6,752 Est. Cost $97.94 Unrealized +3.5%
ICE Intercontinental Ex. 0.2%
Value ($000) $773 Shares 10,198 Est. Cost $66.15 Unrealized +5.6%
XLK Sector SPDR TST.Sbi Int. Tech. 0.2%
Value ($000) $765 Shares 11,602 Est. Cost $62.42 Unrealized
T AT&T 0.2%
Value ($000) $761 Shares 24,391 Est. Cost $14.21 Unrealized -1.4%
VEU Vanguard FTSE All World Ex US ETF 0.2%
Value ($000) $760 Shares 15,661 Est. Cost $54.28 Unrealized
KO Coca Cola Company 0.2%
Value ($000) $752 Shares 15,872 Est. Cost $36.15 Unrealized +6.2%
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.2%
Value ($000) $751 Shares 6,608 Est. Cost $142.26 Unrealized
TGT Target 0.2%
Value ($000) $735 Shares 10,147 Est. Cost $62.01 Unrealized +2.1%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $726 Shares 3,619 Est. Cost $170.89 Unrealized 0.0%
VTI Vanguard Total Stock 0.2%
Value ($000) $711 Shares 5,242 Est. Cost $143.42 Unrealized
HSIC Schein Henry Inc 0.2%
Value ($000) $694 Shares 8,979 Est. Cost $65.85 Unrealized 0.0%
SUN Sunoco LP 0.2%
Value ($000) $671 Shares 22,000 Est. Cost $30.50 Unrealized
Splunk Inc 0.2%
Value ($000) $664 Shares 5,442 Est. Cost $86.23 Unrealized
VEA Vanguard FTSE Developed Market S ETF 0.2%
Value ($000) $655 Shares 16,576 Est. Cost $40.48 Unrealized
VIG Vanguard DIV Apprec Idx FD 0.2%
Value ($000) $651 Shares 6,326 Est. Cost $96.53 Unrealized
SRE Sempra En. 0.2%
Value ($000) $648 Shares 5,726 Est. Cost $74.24 Unrealized -39.1%
GM General Motors Co 0.2%
Value ($000) $625 Shares 16,868 Est. Cost $34.07 Unrealized -8.1%
Blackstone Group LP 0.2%
Value ($000) $623 Shares 18,894 Est. Cost $32.97 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $623 Shares 10,009 Est. Cost $55.83 Unrealized -5.2%
ISRG Intuitive Surgical New 0.2%
Value ($000) $620 Shares 1,203 Est. Cost $149.65 Unrealized +13.2%
PFE Pfizer Incorporated 0.2%
Value ($000) $609 Shares 14,973 Est. Cost $25.91 Unrealized +15.9%
PRF Invesco Exchange (traded FD TR FTSE Rafi 1000) 0.2%
Value ($000) $590 Shares 5,802 Est. Cost $118.22 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $586 Shares 4,773 Est. Cost $112.96 Unrealized
ILMN Illumina Inc 0.1%
Value ($000) $565 Shares 1,923 Est. Cost $249.93 Unrealized +24.0%
ILCG iShares Morningstar Large Growth Index 0.1%
Value ($000) $557 Shares 3,275 Est. Cost $170.08 Unrealized
SCHF Schwab International Developed Equity ETF 0.1%
Value ($000) $548 Shares 18,179 Est. Cost $31.06 Unrealized
MDLZ Mondelez Intl Inc CL A 0.1%
Value ($000) $545 Shares 12,765 Est. Cost $35.78 Unrealized 0.0%
Walgreens Boots Allianc 0.1%
Value ($000) $544 Shares 7,573 Est. Cost $76.52 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $524 Shares 2,145 Est. Cost $244.65 Unrealized
ILF iShares TR S&P Latn Amer 0.1%
Value ($000) $524 Shares 15,150 Est. Cost $34.59 Unrealized
TWLO Twilio Inc 0.1%
Value ($000) $519 Shares 4,983 Est. Cost $50.42 Unrealized +61.1%
ZD J2 Global Inc Com 0.1%
Value ($000) $518 Shares 7,000 Est. Cost $67.44 Unrealized -6.4%
CSX CSX 0.1%
Value ($000) $508 Shares 7,669 Est. Cost $20.89 Unrealized 0.0%
PEP Pepsico 0.1%
Value ($000) $505 Shares 4,619 Est. Cost $90.68 Unrealized 0.0%
STZ Constellation Brands Inc A 0.1%
Value ($000) $496 Shares 2,975 Est. Cost $188.37 Unrealized -6.1%
UPS United Parcel Ser 0.1%
Value ($000) $487 Shares 4,831 Est. Cost $82.08 Unrealized 0.0%
AVGO Broadcom Inc Com 0.1%
Value ($000) $487 Shares 1,818 Est. Cost $19.73 Unrealized -1.8%
VTWO Russell 2000 ETF 0.1%
Value ($000) $485 Shares 4,100 Est. Cost $118.29 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $478 Shares 9,693 Est. Cost $58.19 Unrealized -29.6%
NOC Northrop Grumman Corp 0.1%
Value ($000) $465 Shares 1,705 Est. Cost $256.75 Unrealized -4.4%
IGV iShares Expanded Tech Software 0.1%
Value ($000) $444 Shares 2,350 Est. Cost $188.94 Unrealized
UNH Unitedhealth Group 0.1%
Value ($000) $439 Shares 1,637 Est. Cost $151.41 Unrealized +55.2%
SVB Financial Group 0.1%
Value ($000) $433 Shares 1,790 Est. Cost $309.97 Unrealized
IGM iShares North 0.1%
Value ($000) $429 Shares 2,300 Est. Cost $109.87 Unrealized
XLV Sector SPDR Health Fund 0.1%
Value ($000) $421 Shares 4,740 Est. Cost $88.82 Unrealized
SCHA Schwab US Small-Cap Equity ETF 0.1%
Value ($000) $419 Shares 6,241 Est. Cost $64.52 Unrealized
C Citigroup Inc New 0.1%
Value ($000) $416 Shares 7,022 Est. Cost $53.36 Unrealized -7.5%
IEI iShares TR Barclays Bond 0.1%
Value ($000) $415 Shares 3,577 Est. Cost $120.49 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $413 Shares 9,432 Est. Cost $32.97 Unrealized 0.0%
VFH Vanguard Financials ETF 0.1%
Value ($000) $408 Shares 6,266 Est. Cost $69.37 Unrealized
Dowdupont Inc Com 0.1%
Value ($000) $405 Shares 7,020 Est. Cost $68.59 Unrealized
IWS iShares Russell 0.1%
Value ($000) $400 Shares 4,835 Est. Cost $82.73 Unrealized
AMGN Amgen Incorporated 0.1%
Value ($000) $394 Shares 1,983 Est. Cost $140.33 Unrealized +11.8%
SCZ iShares MSCI EAFE Small-Cap ETF 0.1%
Value ($000) $391 Shares 7,030 Est. Cost $64.70 Unrealized
MU Micron Technology Inc 0.1%
Value ($000) $390 Shares 10,023 Est. Cost $47.87 Unrealized -22.7%
XYZ Square Inc Class A 0.1%
Value ($000) $388 Shares 5,002 Est. Cost $70.61 Unrealized 0.0%
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $381 Shares 7,507 Est. Cost $51.13 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $380 Shares 4,032 Est. Cost $84.62 Unrealized 0.0%
SCHM Schwab US Mid-Cap Equity ETF 0.1%
Value ($000) $375 Shares 7,138 Est. Cost $48.39 Unrealized
VV Vanguard LGCP ETF 0.1%
Value ($000) $360 Shares 2,944 Est. Cost $116.06 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $357 Shares 6,962 Est. Cost $50.85 Unrealized 0.0%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $356 Shares 2,373 Est. Cost $143.87 Unrealized
DGS Wisdomtree EM Small Cap 0.1%
Value ($000) $336 Shares 7,767 Est. Cost $44.73 Unrealized
IWD iShares Russell 0.1%
Value ($000) $333 Shares 2,825 Est. Cost $117.88 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $331 Shares 4,117 Est. Cost $76.41 Unrealized
IT Gartner 'a' 0.1%
Value ($000) $330 Shares 2,500 Est. Cost $81.25 Unrealized +77.6%
SCHW Charles Schwab 0.1%
Value ($000) $328 Shares 6,840 Est. Cost $34.80 Unrealized +17.5%
MDB Mongodb Inc CL A 0.1%
Value ($000) $328 Shares 3,775 Est. Cost $44.87 Unrealized +71.4%
Kansas City Southern 0.1%
Value ($000) $327 Shares 3,000 Est. Cost $109.00 Unrealized
PDP Invesco Dwa Momentum ETF 0.1%
Value ($000) $325 Shares 6,295 Est. Cost $55.28 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $316 Shares 4,716 Est. Cost $53.65 Unrealized 0.0%
VOD Vodafone Group Spon 0.1%
Value ($000) $314 Shares 16,341 Est. Cost $21.48 Unrealized
HSY Hershey Company 0.1%
Value ($000) $313 Shares 3,000 Est. Cost $90.02 Unrealized 0.0%
BK Bank Of NY Mellon Corporation 0.1%
Value ($000) $304 Shares 5,670 Est. Cost $44.55 Unrealized -11.0%
ED Consolidated Edison Inc 0.1%
Value ($000) $304 Shares 3,995 Est. Cost $65.39 Unrealized -7.5%
VB Vanguard SML.Cap ETF 0.1%
Value ($000) $304 Shares 2,095 Est. Cost $138.25 Unrealized
MELI Mercadolibre Inc 0.1%
Value ($000) $301 Shares 877 Est. Cost $315.44 Unrealized +2.7%
AKAM Akamai Technologies 0.1%
Value ($000) $298 Shares 4,552 Est. Cost $74.16 Unrealized -10.3%
IVW iShares S&P 500 0.1%
Value ($000) $292 Shares 1,834 Est. Cost $177.53 Unrealized
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.1%
Value ($000) $289 Shares 2,857 Est. Cost $101.54 Unrealized
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $281 Shares 3,000 Est. Cost $90.37 Unrealized
XHS SPDR Series Trust 0.1%
Value ($000) $280 Shares 4,071 Est. Cost $55.05 Unrealized
REGN Regeneron Pharms Inc 0.1%
Value ($000) $276 Shares 660 Est. Cost $313.51 Unrealized +16.1%
VGT Vanguard Information Technology Equity ETF 0.1%
Value ($000) $271 Shares 1,518 Est. Cost $202.76 Unrealized
KMI Kinder Morgan 0.1%
Value ($000) $270 Shares 15,215 Est. Cost $11.20 Unrealized 0.0%
iShares Gold Trust 0.1%
Value ($000) $270 Shares 21,676 Est. Cost $12.30 Unrealized
BMRN Biomarin Pharmaceutical 0.1%
Value ($000) $259 Shares 2,709 Est. Cost $87.57 Unrealized +8.6%
BIIB Biogen Idec Inc 0.1%
Value ($000) $259 Shares 770 Est. Cost $299.30 Unrealized +6.6%
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $259 Shares 1,980 Est. Cost $127.73 Unrealized
LULU Lululemon Athletica Inc 0.1%
Value ($000) $258 Shares 1,700 Est. Cost $134.07 Unrealized 0.0%
BOH Bank Of Hawaii 0.1%
Value ($000) $255 Shares 3,325 Est. Cost $76.12 Unrealized -25.0%
Liberty Global SR.C 0.1%
Value ($000) $251 Shares 12,125 Est. Cost $27.75 Unrealized
MET Metlife Inc 0.1%
Value ($000) $249 Shares 5,468 Est. Cost $33.67 Unrealized 0.0%
MDY SPDR S&P Midcap 400 ETF Trust 0.1%
Value ($000) $249 Shares 799 Est. Cost $360.41 Unrealized
EUFN iShares MSCI Euro FL ETF 0.1%
Value ($000) $249 Shares 13,600 Est. Cost $18.31 Unrealized
IJK iShares S&P Midcap Growth 0.1%
Value ($000) $248 Shares 1,198 Est. Cost $209.67 Unrealized
IWF iShares Rus 1000 GRW ETF 0.1%
Value ($000) $248 Shares 1,775 Est. Cost $139.72 Unrealized
IFGL iShares FTSE Epra Nareit Developed RLST.Ex-US IX. 0.1%
Value ($000) $247 Shares 8,525 Est. Cost $29.64 Unrealized
FLRN SPDR Barclays Investment 0.1%
Value ($000) $246 Shares 8,047 Est. Cost $30.73 Unrealized
CCOI Cogent Communication 0.1%
Value ($000) $245 Shares 5,079 Est. Cost $33.53 Unrealized +1.6%
KMB Kimberly Clark 0.1%
Value ($000) $242 Shares 2,235 Est. Cost $86.40 Unrealized 0.0%
CRON Cronos Group Inc Com 0.1%
Value ($000) $242 Shares 15,191 Est. Cost $9.63 Unrealized 0.0%
UAA Under Armour Inc CL A 0.1%
Value ($000) $242 Shares 11,274 Est. Cost $19.95 Unrealized +2.9%
BABA Alibaba Group HLDG 0.1%
Value ($000) $237 Shares 1,486 Est. Cost $164.74 Unrealized
CGNX Cognex Corp 0.1%
Value ($000) $236 Shares 5,389 Est. Cost $44.22 Unrealized -8.2%
IXJ iShares S&P Global Healthcare 0.1%
Value ($000) $235 Shares 4,020 Est. Cost $63.03 Unrealized
PRLB Proto Labs Inc 0.1%
Value ($000) $232 Shares 1,930 Est. Cost $122.45 Unrealized +0.7%
ADI Analog Devices 0.1%
Value ($000) $232 Shares 2,372 Est. Cost $73.96 Unrealized +2.5%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $232 Shares 1,279 Est. Cost $181.39 Unrealized
FDD FT DJ Stoxx Common SHS ETF 0.1%
Value ($000) $230 Shares 18,350 Est. Cost $12.53 Unrealized
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $230 Shares 2,814 Est. Cost $85.64 Unrealized
MUB iShares National AMT-Free Muni Bond ETF 0.1%
Value ($000) $228 Shares 2,089 Est. Cost $109.26 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $228 Shares 2,461 Est. Cost $92.65 Unrealized
SLV iShares Silver Trust 0.1%
Value ($000) $223 Shares 15,160 Est. Cost $13.71 Unrealized
Nektar Therapeutics 0.1%
Value ($000) $223 Shares 5,072 Est. Cost $48.69 Unrealized
IVE iShares S&P 500 0.1%
Value ($000) $222 Shares 2,049 Est. Cost $108.35 Unrealized
VMware Inc CL A 0.1%
Value ($000) $220 Shares 1,471 Est. Cost $149.56 Unrealized
VHT Vanguard Health Care Equity ETF 0.1%
Value ($000) $219 Shares 1,314 Est. Cost $154.00 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $218 Shares 1,736 Est. Cost $125.58 Unrealized
ECL Ecolab 0.1%
Value ($000) $215 Shares 1,398 Est. Cost $141.48 Unrealized 0.0%
FDN First TR Exchange (traded FD Dow Jones Internet Index FD) 0.1%
Value ($000) $214 Shares 1,646 Est. Cost $130.01 Unrealized
NYT New York Times Co Com CL A 0.1%
Value ($000) $214 Shares 8,190 Est. Cost $21.73 Unrealized +9.4%
SBNY Signature Bank Com 0.1%
Value ($000) $213 Shares 1,695 Est. Cost $114.73 Unrealized
INGR Ingredion Inc 0.1%
Value ($000) $213 Shares 2,185 Est. Cost $121.92 Unrealized -17.9%
SCHB Schwab U.S. Broad Market Index ETF 0.1%
Value ($000) $211 Shares 3,294 Est. Cost $59.80 Unrealized
EWG MSCI Germany Index 0.1%
Value ($000) $209 Shares 7,788 Est. Cost $26.84 Unrealized
MGA Magna Intl Inc F 0.1%
Value ($000) $208 Shares 4,236 Est. Cost $38.61 Unrealized 0.0%
D Dominion Res. 0.1%
Value ($000) $206 Shares 2,983 Est. Cost $53.23 Unrealized 0.0%
SJM J M Smucker Co New 0.1%
Value ($000) $203 Shares 2,001 Est. Cost $97.61 Unrealized -15.1%
AEP Amer Elec PWR 0.1%
Value ($000) $202 Shares 2,628 Est. Cost $58.39 Unrealized 0.0%
Centurylink Inc 0.1%
Value ($000) $196 Shares 12,932 Est. Cost $20.91 Unrealized
SAN Banco Santander SA F 0.0%
Value ($000) $164 Shares 32,634 Est. Cost $6.14 Unrealized
General Electric 0.0%
Value ($000) $118 Shares 12,858 Est. Cost $9.18 Unrealized
BlackRock Enh Equity DIV Trust Com 0.0%
Value ($000) $84 Shares 10,132 Est. Cost $8.29 Unrealized