D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 29, 2019

Total Value ($000): $214,665 (100.0% shares, 0.0% debt)

Holdings (192)

SCHX Schwab US Large-Cap ETF 6.7%
Value ($000) $14,446 Shares 203,671 Est. Cost $64.63 Unrealized
SCHO Schwab Short-Term US Treasury ETF 6.7%
Value ($000) $14,408 Shares 284,814 Est. Cost $50.28 Unrealized
SCHZ Schwab US Aggregate Bond ETF 4.4%
Value ($000) $9,353 Shares 173,692 Est. Cost $51.40 Unrealized
VTI Vanguard Total Stock Market ETF 3.3%
Value ($000) $6,982 Shares 46,239 Est. Cost $136.75 Unrealized
SCHB Schwab US Broad Market ETF 3.2%
Value ($000) $6,831 Shares 96,188 Est. Cost $65.37 Unrealized
SPLV PowerShares S&P 500 Low Volatility ETF 2.1%
Value ($000) $4,424 Shares 76,415 Est. Cost $56.88 Unrealized
AAPL Apple Inc 1.9%
Value ($000) $4,047 Shares 18,070 Est. Cost $39.17 Unrealized +28.2%
SCHD Schwab US Dividend Equity ETF 1.8%
Value ($000) $3,772 Shares 68,860 Est. Cost $51.02 Unrealized
MSFT Microsoft Corp 1.6%
Value ($000) $3,540 Shares 25,465 Est. Cost $82.47 Unrealized +57.5%
ADP Automatic Data Processing Inc 1.5%
Value ($000) $3,292 Shares 20,396 Est. Cost $96.99 Unrealized +48.4%
XLK Technology Select Sector SPDR ETF 1.5%
Value ($000) $3,252 Shares 40,389 Est. Cost $65.50 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 1.3%
Value ($000) $2,829 Shares 34,911 Est. Cost $78.46 Unrealized
GLD SPDR Gold Shares ETF 1.3%
Value ($000) $2,734 Shares 19,688 Est. Cost $123.01 Unrealized
PNC PNC Financial Services Group Inc 1.2%
Value ($000) $2,554 Shares 18,222 Est. Cost $104.89 Unrealized +2.6%
SCHR Schwab Intermediate-Term US Treasury ETF 1.1%
Value ($000) $2,388 Shares 42,980 Est. Cost $53.06 Unrealized
VOO Vanguard S&P 500 ETF 1.1%
Value ($000) $2,257 Shares 8,281 Est. Cost $248.39 Unrealized
IWF iShares Russell 1000 Growth ETF 1.0%
Value ($000) $2,220 Shares 13,908 Est. Cost $140.24 Unrealized
BRK/B Berkshire Hathaway Inc B 1.0%
Value ($000) $2,210 Shares 10,626 Est. Cost $197.11 Unrealized +4.5%
BND Vanguard Total Bond Market ETF 0.9%
Value ($000) $2,021 Shares 23,938 Est. Cost $81.70 Unrealized
SCHF Schwab International Equity ETF 0.9%
Value ($000) $2,015 Shares 63,267 Est. Cost $32.55 Unrealized
PPG PPG Industries Inc 0.9%
Value ($000) $1,984 Shares 16,742 Est. Cost $99.03 Unrealized +2.8%
JNJ Johnson & Johnson 0.9%
Value ($000) $1,927 Shares 14,895 Est. Cost $109.96 Unrealized +0.0%
KO Coca Cola Co 0.9%
Value ($000) $1,836 Shares 33,742 Est. Cost $36.73 Unrealized +19.7%
XLU Utilities Select Sector SPDR ETF 0.8%
Value ($000) $1,796 Shares 27,742 Est. Cost $55.43 Unrealized
VZ Verizon Communications Inc 0.8%
Value ($000) $1,670 Shares 27,681 Est. Cost $33.21 Unrealized +21.8%
SCHA Schwab US Small-Cap ETF 0.8%
Value ($000) $1,663 Shares 23,861 Est. Cost $69.77 Unrealized
VCIT Vanguard Interm-Term Corp Bond ETF 0.7%
Value ($000) $1,549 Shares 16,984 Est. Cost $85.47 Unrealized
FVD First Trust Value Line Dividend ETF 0.7%
Value ($000) $1,545 Shares 44,318 Est. Cost $30.04 Unrealized
MA Mastercard Inc A 0.7%
Value ($000) $1,459 Shares 5,375 Est. Cost $159.81 Unrealized +66.5%
HD The Home Depot Inc 0.7%
Value ($000) $1,454 Shares 6,267 Est. Cost $144.46 Unrealized +29.5%
BA Boeing Co 0.6%
Value ($000) $1,388 Shares 3,649 Est. Cost $260.87 Unrealized +35.1%
XOM Exxon Mobil Corp 0.6%
Value ($000) $1,374 Shares 19,471 Est. Cost $57.07 Unrealized -5.8%
MCD McDonald's Corp 0.6%
Value ($000) $1,361 Shares 6,341 Est. Cost $138.46 Unrealized +33.4%
D Dominion Energy Inc 0.6%
Value ($000) $1,325 Shares 16,352 Est. Cost $55.74 Unrealized +4.8%
MDT Medtronic PLC 0.6%
Value ($000) $1,323 Shares 12,185 Est. Cost $67.37 Unrealized +29.9%
T AT&T Inc 0.6%
Value ($000) $1,321 Shares 34,925 Est. Cost $15.16 Unrealized +12.2%
PFE Pfizer Inc 0.6%
Value ($000) $1,262 Shares 35,134 Est. Cost $24.01 Unrealized +12.5%
INTC Intel Corp 0.6%
Value ($000) $1,257 Shares 24,410 Est. Cost $37.05 Unrealized +16.1%
LMT Lockheed Martin Corp 0.6%
Value ($000) $1,238 Shares 3,175 Est. Cost $254.97 Unrealized +24.1%
CSCO Cisco Systems Inc 0.6%
Value ($000) $1,232 Shares 24,938 Est. Cost $29.55 Unrealized +44.8%
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $1,220 Shares 10,280 Est. Cost $27.23 Unrealized +26.5%
NVS Novartis AG ADR 0.6%
Value ($000) $1,193 Shares 13,734 Est. Cost $81.46 Unrealized
AMZN Amazon.com Inc 0.6%
Value ($000) $1,190 Shares 686 Est. Cost $77.29 Unrealized +20.0%
SYY Sysco Corp 0.6%
Value ($000) $1,182 Shares 14,887 Est. Cost $46.98 Unrealized +31.5%
V Visa Inc A 0.5%
Value ($000) $1,180 Shares 6,862 Est. Cost $115.29 Unrealized +47.7%
CVX Chevron Corp 0.5%
Value ($000) $1,121 Shares 9,456 Est. Cost $84.02 Unrealized +8.9%
AGG iShares Core US Aggregate Bond ETF 0.5%
Value ($000) $1,096 Shares 9,693 Est. Cost $109.60 Unrealized
WPC W.P. Carey Inc 0.5%
Value ($000) $1,096 Shares 12,248 Est. Cost $65.36 Unrealized
DEO Diageo PLC ADR 0.5%
Value ($000) $1,095 Shares 6,697 Est. Cost $144.57 Unrealized
FXL First Trust Technology AlphaDEX ETF 0.5%
Value ($000) $1,045 Shares 16,047 Est. Cost $59.39 Unrealized
FXU First Trust Utilities AlphaDEX ETF 0.5%
Value ($000) $1,039 Shares 35,049 Est. Cost $28.28 Unrealized
IDV iShares International Select Dividend ETF 0.5%
Value ($000) $1,034 Shares 33,641 Est. Cost $32.69 Unrealized
QCOM Qualcomm Inc 0.5%
Value ($000) $1,021 Shares 13,393 Est. Cost $49.82 Unrealized +30.4%
BHP BHP Billiton LTD ADR 0.5%
Value ($000) $1,017 Shares 20,609 Est. Cost $46.33 Unrealized
QQQ PowerShares QQQ ETF 0.5%
Value ($000) $1,016 Shares 5,383 Est. Cost $172.00 Unrealized
DUK Duke Energy Corp 0.5%
Value ($000) $1,005 Shares 10,489 Est. Cost $61.69 Unrealized +14.4%
VWO Vanguard FTSE Emerging Markets ETF 0.5%
Value ($000) $991 Shares 24,637 Est. Cost $46.72 Unrealized
BDX Becton Dickinson & Co 0.5%
Value ($000) $986 Shares 3,898 Est. Cost $187.90 Unrealized +19.0%
COST Costco Wholesale Corp 0.5%
Value ($000) $983 Shares 3,415 Est. Cost $181.20 Unrealized +41.5%
MU Micron Technology Inc 0.5%
Value ($000) $974 Shares 22,737 Est. Cost $41.08 Unrealized +7.4%
PM Philip Morris International Inc 0.5%
Value ($000) $969 Shares 12,767 Est. Cost $66.35 Unrealized -14.5%
META Facebook Inc A 0.4%
Value ($000) $953 Shares 5,353 Est. Cost $182.41 Unrealized +3.5%
SCHH Schwab US Real Estate ETF 0.4%
Value ($000) $949 Shares 20,120 Est. Cost $42.76 Unrealized
SBUX Starbucks Corp 0.4%
Value ($000) $949 Shares 10,738 Est. Cost $48.01 Unrealized +68.0%
KOP Koppers Holdings Inc 0.4%
Value ($000) $924 Shares 31,637 Est. Cost $39.18 Unrealized -31.4%
WY Weyerhaeuser Co 0.4%
Value ($000) $915 Shares 33,055 Est. Cost $24.28 Unrealized -15.5%
LULU Lululemon Athletica Inc 0.4%
Value ($000) $911 Shares 4,735 Est. Cost $82.09 Unrealized +127.7%
MDLZ Mondelez International Inc A 0.4%
Value ($000) $904 Shares 16,353 Est. Cost $35.62 Unrealized +31.1%
RH RH 0.4%
Value ($000) $898 Shares 5,258 Est. Cost $91.71 Unrealized +55.3%
SLB Schlumberger LTD 0.4%
Value ($000) $895 Shares 26,220 Est. Cost $34.20 Unrealized -9.5%
CVS CVS Health Corp 0.4%
Value ($000) $881 Shares 13,978 Est. Cost $51.79 Unrealized -6.6%
Annaly Capital Management Inc 0.4%
Value ($000) $876 Shares 99,586 Est. Cost $11.00 Unrealized
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $871 Shares 17,187 Est. Cost $46.86 Unrealized -21.5%
ABBV AbbVie Inc 0.4%
Value ($000) $866 Shares 11,438 Est. Cost $67.74 Unrealized -22.4%
Raytheon Co 0.4%
Value ($000) $865 Shares 4,413 Est. Cost $190.99 Unrealized
PEP Pepsico Inc 0.4%
Value ($000) $857 Shares 6,252 Est. Cost $90.68 Unrealized +20.6%
VUG Vanguard Growth ETF 0.4%
Value ($000) $854 Shares 5,138 Est. Cost $141.41 Unrealized
NTR Nutrien LTD 0.4%
Value ($000) $848 Shares 17,010 Est. Cost $38.63 Unrealized +6.2%
XLY Consumer Discret Select Sector SPDR ETF 0.4%
Value ($000) $840 Shares 6,967 Est. Cost $101.67 Unrealized
GLW Corning Inc 0.4%
Value ($000) $835 Shares 29,294 Est. Cost $25.13 Unrealized -0.6%
GOOGL Alphabet Inc A 0.4%
Value ($000) $826 Shares 677 Est. Cost $55.27 Unrealized +6.4%
NFLX Netflix Inc 0.4%
Value ($000) $823 Shares 3,076 Est. Cost $19.26 Unrealized +62.5%
Unilever PLC ADR 0.4%
Value ($000) $807 Shares 13,437 Est. Cost $55.53 Unrealized
Invesco BulletShares 2020 Corporate Bond ETF 0.4%
Value ($000) $806 Shares 37,880 Est. Cost $21.24 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.4%
Value ($000) $772 Shares 30,759 Est. Cost $26.21 Unrealized
MO Altria Group Inc 0.4%
Value ($000) $768 Shares 18,799 Est. Cost $36.10 Unrealized -23.5%
NOW ServiceNow Inc 0.4%
Value ($000) $752 Shares 2,965 Est. Cost $35.79 Unrealized +51.9%
CWB SPDR Bloomberg Barclays Convertible Securities ETF 0.3%
Value ($000) $732 Shares 13,956 Est. Cost $51.65 Unrealized
XLV Health Care Select Sector SPDR ETF 0.3%
Value ($000) $729 Shares 8,095 Est. Cost $90.04 Unrealized
SONY SONY CORP SPONSORED ADR 0.3%
Value ($000) $721 Shares 12,210 Est. Cost $59.05 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $717 Shares 2,416 Est. Cost $260.83 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $712 Shares 6,384 Est. Cost $104.08 Unrealized
BABA Alibaba Group Holding LTD ADR 0.3%
Value ($000) $710 Shares 4,248 Est. Cost $176.16 Unrealized
SCHM Schwab US Mid-Cap ETF 0.3%
Value ($000) $710 Shares 12,574 Est. Cost $50.51 Unrealized
John Hancock Multifactor Healthcare ETF 0.3%
Value ($000) $705 Shares 21,380 Est. Cost $32.21 Unrealized
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $697 Shares 2,335 Est. Cost $266.24 Unrealized
XLF Financial Select Sector SPDR ETF 0.3%
Value ($000) $679 Shares 24,255 Est. Cost $27.83 Unrealized
Activision Blizzard Inc 0.3%
Value ($000) $668 Shares 12,631 Est. Cost $47.14 Unrealized
MNRO Monro Muffler Brakes Inc 0.3%
Value ($000) $642 Shares 8,126 Est. Cost $62.64 Unrealized +27.9%
Dunkin Brands Group Inc 0.3%
Value ($000) $642 Shares 8,100 Est. Cost $66.62 Unrealized
InterXion Holding NV 0.3%
Value ($000) $638 Shares 7,840 Est. Cost $62.87 Unrealized
IJR iShares S&P Small-Cap ETF 0.3%
Value ($000) $630 Shares 8,103 Est. Cost $76.55 Unrealized
SNA Snap-on Inc 0.3%
Value ($000) $630 Shares 4,025 Est. Cost $132.12 Unrealized -1.7%
MRK Merck & Co Inc 0.3%
Value ($000) $629 Shares 7,478 Est. Cost $42.49 Unrealized +54.1%
SPHQ PowerShares S&P 500 Quality ETF 0.3%
Value ($000) $622 Shares 18,562 Est. Cost $30.06 Unrealized
AMT American Tower Corp 0.3%
Value ($000) $608 Shares 2,751 Est. Cost $117.11 Unrealized +56.6%
John Hancock Multifactor Energy ETF 0.3%
Value ($000) $602 Shares 26,088 Est. Cost $24.95 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $599 Shares 14,605 Est. Cost $44.20 Unrealized
EQIX Equinix Inc 0.3%
Value ($000) $599 Shares 1,040 Est. Cost $349.39 Unrealized +36.7%
IYR iShares US Real Estate ETF 0.3%
Value ($000) $592 Shares 6,335 Est. Cost $78.08 Unrealized
JJSF J&J Snack Foods Corp 0.3%
Value ($000) $579 Shares 3,019 Est. Cost $131.13 Unrealized +22.5%
CTAS Cintas Corp 0.3%
Value ($000) $578 Shares 2,158 Est. Cost $44.94 Unrealized +33.4%
SSD Simpson Manufacturing 0.3%
Value ($000) $560 Shares 8,074 Est. Cost $56.71 Unrealized +8.1%
BK Bank of New York Mellon Corp 0.3%
Value ($000) $558 Shares 12,355 Est. Cost $41.77 Unrealized -11.4%
FXR First Trust Industrials/Producer Durables AlphaDEX ETF 0.3%
Value ($000) $557 Shares 13,320 Est. Cost $39.90 Unrealized
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3%
Value ($000) $548 Shares 3,428 Est. Cost $158.68 Unrealized
TSCO Tractor Supply Co 0.3%
Value ($000) $546 Shares 6,038 Est. Cost $14.39 Unrealized +30.3%
LFUS Littelfuse Inc 0.2%
Value ($000) $536 Shares 3,024 Est. Cost $187.72 Unrealized -9.9%
CHRW C.H. Robinson Worldwide Inc 0.2%
Value ($000) $517 Shares 6,106 Est. Cost $74.82 Unrealized -3.7%
PRLB Proto Labs Inc 0.2%
Value ($000) $513 Shares 5,026 Est. Cost $108.85 Unrealized -6.3%
GOOG Alphabet Inc C 0.2%
Value ($000) $503 Shares 413 Est. Cost $55.20 Unrealized +6.4%
SBAC SBA Communications Corp A 0.2%
Value ($000) $500 Shares 2,075 Est. Cost $147.24 Unrealized +55.3%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.2%
Value ($000) $494 Shares 23,237 Est. Cost $21.17 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $480 Shares 7,369 Est. Cost $67.87 Unrealized
EA Electronic Arts Inc 0.2%
Value ($000) $473 Shares 4,840 Est. Cost $111.29 Unrealized -17.9%
OLLI Ollies Bargain Outlet Hldgs Inc 0.2%
Value ($000) $472 Shares 8,050 Est. Cost $66.66 Unrealized +12.5%
OSK Oshkosh Corp 0.2%
Value ($000) $454 Shares 6,000 Est. Cost $67.28 Unrealized +2.3%
MAIN MAIN STREET CAPITAL CORP COM 0.2%
Value ($000) $447 Shares 10,361 Est. Cost $42.68 Unrealized 0.0%
VYM Vanguard High Dividend Yield Index 0.2%
Value ($000) $446 Shares 5,034 Est. Cost $82.58 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $437 Shares 2,024 Est. Cost $172.26 Unrealized +16.2%
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $428 Shares 3,594 Est. Cost $109.80 Unrealized
ENB Enbridge Inc 0.2%
Value ($000) $421 Shares 12,024 Est. Cost $22.53 Unrealized +0.6%
DKS Dicks Sporting Goods Inc 0.2%
Value ($000) $420 Shares 10,304 Est. Cost $27.07 Unrealized +9.0%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $417 Shares 3,254 Est. Cost $119.85 Unrealized
THRM Gentherm Inc 0.2%
Value ($000) $416 Shares 10,126 Est. Cost $37.77 Unrealized +4.6%
DBP PowerShares DB Precious Metals ETF 0.2%
Value ($000) $416 Shares 10,164 Est. Cost $40.93 Unrealized
MCO Moody's Corporation 0.2%
Value ($000) $412 Shares 2,015 Est. Cost $154.93 Unrealized +28.3%
IVW iShares S&P 500 Growth ETF 0.2%
Value ($000) $411 Shares 2,284 Est. Cost $159.02 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $406 Shares 1,658 Est. Cost $182.65 Unrealized +29.7%
BR Broadridge Financial Solutions Inc 0.2%
Value ($000) $398 Shares 3,200 Est. Cost $76.08 Unrealized +51.7%
XMLV Invesco S&P Mid-Cap Low Volatility ETF 0.2%
Value ($000) $386 Shares 7,343 Est. Cost $47.08 Unrealized
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $382 Shares 4,145 Est. Cost $69.88 Unrealized +20.3%
XLE Energy Select Sector SPDR ETF 0.2%
Value ($000) $379 Shares 6,415 Est. Cost $63.67 Unrealized
WELL Welltower Inc 0.2%
Value ($000) $379 Shares 4,189 Est. Cost $43.15 Unrealized +65.9%
CME CME Group Inc A 0.2%
Value ($000) $378 Shares 1,790 Est. Cost $142.24 Unrealized +15.5%
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $377 Shares 7,040 Est. Cost $57.97 Unrealized
VPL Vanguard FTSE Pacific ETF 0.2%
Value ($000) $376 Shares 5,699 Est. Cost $72.62 Unrealized
FNCL Fidelity MSCI Financials ETF 0.2%
Value ($000) $374 Shares 9,219 Est. Cost $39.43 Unrealized
NKE Nike Inc B 0.2%
Value ($000) $370 Shares 3,946 Est. Cost $52.17 Unrealized +51.0%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $368 Shares 2,432 Est. Cost $149.43 Unrealized
ALC ALCON INC ORD SHS 0.2%
Value ($000) $367 Shares 6,299 Est. Cost $59.15 Unrealized 0.0%
SE SEA LTD SPONSORED ADS 0.2%
Value ($000) $365 Shares 11,810 Est. Cost $30.91 Unrealized
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $364 Shares 1,890 Est. Cost $190.86 Unrealized
SCHW Charles Schwab Corp 0.2%
Value ($000) $361 Shares 8,633 Est. Cost $47.13 Unrealized -21.7%
ETN Eaton Corp PLC 0.2%
Value ($000) $354 Shares 4,264 Est. Cost $67.97 Unrealized +6.1%
iShares Gold Trust ETF 0.2%
Value ($000) $353 Shares 25,071 Est. Cost $12.63 Unrealized
CBOE CBOE Global Markets Inc 0.2%
Value ($000) $349 Shares 3,040 Est. Cost $94.76 Unrealized +12.2%
IAA INC COM 0.2%
Value ($000) $337 Shares 8,076 Est. Cost $41.73 Unrealized
SJM JM Smucker Co 0.2%
Value ($000) $333 Shares 3,027 Est. Cost $86.99 Unrealized +4.0%
IEI iShares 3-7 Treasury Bond ETF 0.2%
Value ($000) $322 Shares 2,542 Est. Cost $122.30 Unrealized
BKNG Booking Holdings Inc 0.1%
Value ($000) $321 Shares 164 Est. Cost $1938.02 Unrealized -1.7%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $311 Shares 1 Est. Cost $284799.47 Unrealized +8.7%
DIS Walt Disney Co 0.1%
Value ($000) $307 Shares 2,356 Est. Cost $128.08 Unrealized +4.8%
SRLN SPDR Blackstone/GSO Senior Loan ETF 0.1%
Value ($000) $302 Shares 6,527 Est. Cost $47.39 Unrealized
JPM JP Morgan Chase & Co 0.1%
Value ($000) $299 Shares 2,543 Est. Cost $84.76 Unrealized +12.2%
EMB iShares Emerging Markets Bond ETF 0.1%
Value ($000) $286 Shares 2,525 Est. Cost $109.86 Unrealized
HYGH iShares Interest Rate Hedged High Yield Bond ETF 0.1%
Value ($000) $284 Shares 3,220 Est. Cost $90.57 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $270 Shares 2,092 Est. Cost $85.68 Unrealized +20.1%
RWX SPDR Dow Jones International Real Estate ETF 0.1%
Value ($000) $265 Shares 6,723 Est. Cost $39.94 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $265 Shares 14,078 Est. Cost $26.10 Unrealized -30.0%
BMRN Biomarin Pharmaceutical Inc 0.1%
Value ($000) $264 Shares 3,924 Est. Cost $86.54 Unrealized -11.0%
FOXF Fox Factory Holding Corp 0.1%
Value ($000) $252 Shares 4,050 Est. Cost $65.31 Unrealized +13.7%
Seattle Genetics Inc 0.1%
Value ($000) $250 Shares 2,935 Est. Cost $59.51 Unrealized
LQDH iShares Interest Rate Hedged Corporate Bond ETF 0.1%
Value ($000) $242 Shares 2,610 Est. Cost $96.70 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.1%
Value ($000) $235 Shares 1,390 Est. Cost $167.91 Unrealized +5.4%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $230 Shares 10,740 Est. Cost $21.38 Unrealized
BlackRock Inc 0.1%
Value ($000) $229 Shares 515 Est. Cost $531.09 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $227 Shares 3,711 Est. Cost $50.76 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $227 Shares 5,567 Est. Cost $42.90 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $224 Shares 2,714 Est. Cost $60.45 Unrealized +14.4%
VNQ Vanguard REIT ETF 0.1%
Value ($000) $222 Shares 2,383 Est. Cost $82.48 Unrealized
Retail Properties of America 0.1%
Value ($000) $219 Shares 17,826 Est. Cost $13.45 Unrealized
PATK Patrick Inds Inc 0.1%
Value ($000) $215 Shares 5,031 Est. Cost $27.31 Unrealized -9.9%
INCY Incyte Corp 0.1%
Value ($000) $210 Shares 2,830 Est. Cost $76.89 Unrealized +5.1%
TLT iShares 20 Year Treasury Bond ETF 0.1%
Value ($000) $209 Shares 1,463 Est. Cost $142.86 Unrealized
CDK Global Inc 0.1%
Value ($000) $205 Shares 4,266 Est. Cost $71.26 Unrealized
OPLN KAR Auction Services Inc 0.1%
Value ($000) $200 Shares 8,176 Est. Cost $25.61 Unrealized 0.0%
UA Under Armour Inc C 0.1%
Value ($000) $195 Shares 10,784 Est. Cost $18.92 Unrealized +4.2%
ABEV AmBev ADR 0.1%
Value ($000) $183 Shares 39,736 Est. Cost $7.04 Unrealized
Invesco PA Value Muni Income Trust 0.1%
Value ($000) $164 Shares 12,637 Est. Cost $12.18 Unrealized
RIG Transocean LTD 0.0%
Value ($000) $76 Shares 17,185 Est. Cost $10.34 Unrealized -48.7%
Palatin Technologies Inc 0.0%
Value ($000) $10 Shares 12,000 Est. Cost $0.75 Unrealized