PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Diversified Active

CIK: 0001773830 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 30, 2019

Total Value ($000): $723,368 (100.0% shares, 0.0% debt)

Holdings (212)

VTI VANGUARD TOTAL STOCK MARKET ETF 13.3%
Value ($000) $96,086 Shares 636,331 Est. Cost $144.76 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND ETF 4.7%
Value ($000) $34,279 Shares 386,686 Est. Cost $83.93 Unrealized
VCIT VANGUARD INTERMEDIATE TERM COR ETF 4.0%
Value ($000) $29,099 Shares 318,932 Est. Cost $86.93 Unrealized
VO VANGUARD MID CAP ETF 3.9%
Value ($000) $28,521 Shares 170,178 Est. Cost $160.75 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3.9%
Value ($000) $28,171 Shares 685,759 Est. Cost $40.99 Unrealized
VB VANGUARD SMALL CAP ETF 3.6%
Value ($000) $26,003 Shares 172,473 Est. Cost $152.80 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 3.3%
Value ($000) $23,693 Shares 279,148 Est. Cost $81.67 Unrealized
VOO VANGUARD S&P 500 ETF 3.1%
Value ($000) $22,349 Shares 81,985 Est. Cost $259.53 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 3.1%
Value ($000) $22,064 Shares 315,305 Est. Cost $68.30 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.9%
Value ($000) $20,891 Shares 518,902 Est. Cost $42.43 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 2.7%
Value ($000) $19,843 Shares 397,657 Est. Cost $50.15 Unrealized
VCSH VANGUARD SHORT TERM COR BD ETF 2.7%
Value ($000) $19,567 Shares 241,424 Est. Cost $79.80 Unrealized
VPU VANGUARD UTILITIES ETF 2.2%
Value ($000) $15,972 Shares 111,193 Est. Cost $129.59 Unrealized
SCHZ SCHWAB US AGGREGATE BONDETF 1.7%
Value ($000) $12,350 Shares 228,288 Est. Cost $52.14 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.7%
Value ($000) $12,049 Shares 385,744 Est. Cost $31.32 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.6%
Value ($000) $11,904 Shares 127,657 Est. Cost $86.91 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 1.6%
Value ($000) $11,284 Shares 139,148 Est. Cost $79.59 Unrealized
VIOO VANGUARD S&P SMALL CAP 600 ETF 1.5%
Value ($000) $11,198 Shares 78,512 Est. Cost $141.52 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 1.5%
Value ($000) $11,038 Shares 70,507 Est. Cost $145.21 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.4%
Value ($000) $9,984 Shares 93,492 Est. Cost $109.39 Unrealized
SCHM CHARLES SCHWAB US MC ETF 1.2%
Value ($000) $8,911 Shares 160,959 Est. Cost $55.38 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.0%
Value ($000) $7,377 Shares 83,144 Est. Cost $85.71 Unrealized
SCHA SCHWAB US SMALL CAP ETF 1.0%
Value ($000) $7,335 Shares 107,871 Est. Cost $69.86 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $7,131 Shares 24,234 Est. Cost $284.56 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.9%
Value ($000) $6,323 Shares 55,267 Est. Cost $111.36 Unrealized
SPSB SPDR SHORT TERM CORPORATE BND ETF 0.8%
Value ($000) $6,037 Shares 195,420 Est. Cost $30.55 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 0.8%
Value ($000) $6,001 Shares 101,930 Est. Cost $55.93 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.8%
Value ($000) $5,791 Shares 230,447 Est. Cost $25.96 Unrealized
SCHX SCHWAB US LARGE CAP ETF 0.8%
Value ($000) $5,597 Shares 79,930 Est. Cost $67.60 Unrealized
IGIB ISHARES INTERMEDT TERM CORP BOND ETF 0.8%
Value ($000) $5,426 Shares 93,176 Est. Cost $55.27 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $5,343 Shares 23,655 Est. Cost $40.67 Unrealized +23.5%
VSS VGRD FTSE ALL WRLD EX USSML CAP ETF 0.7%
Value ($000) $5,147 Shares 50,493 Est. Cost $104.19 Unrealized
IGSB ISHARES SHORT TERM CORPORAT BD ETF 0.7%
Value ($000) $4,826 Shares 89,707 Est. Cost $52.98 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.7%
Value ($000) $4,781 Shares 88,887 Est. Cost $52.29 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.6%
Value ($000) $4,577 Shares 93,376 Est. Cost $51.69 Unrealized
PFF ISHARES PREFERRED INCOMESEC ETF 0.6%
Value ($000) $4,530 Shares 121,369 Est. Cost $36.55 Unrealized
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $4,035 Shares 13,790 Est. Cost $283.00 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.5%
Value ($000) $3,893 Shares 18,810 Est. Cost $201.85 Unrealized +2.1%
VV VANGUARD LARGE CAP ETF 0.5%
Value ($000) $3,595 Shares 26,376 Est. Cost $129.77 Unrealized
WESTROCK CO 0.5%
Value ($000) $3,514 Shares 96,442 Est. Cost $38.35 Unrealized
SCHC SCHWAB INTERNATNAL SMALLCAP EQY ETF 0.4%
Value ($000) $3,191 Shares 101,445 Est. Cost $32.21 Unrealized
SCHH CHARLES SCHWAB US REIT ETF 0.4%
Value ($000) $3,116 Shares 66,147 Est. Cost $44.48 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $2,989 Shares 16,786 Est. Cost $172.32 Unrealized
VGSH VANGUARD SHORT TERM TREASURY ETF 0.4%
Value ($000) $2,880 Shares 44,388 Est. Cost $61.27 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.3%
Value ($000) $2,531 Shares 29,782 Est. Cost $84.13 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.3%
Value ($000) $2,493 Shares 21,932 Est. Cost $109.24 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.3%
Value ($000) $2,425 Shares 18,945 Est. Cost $119.54 Unrealized
GLD SPDR GOLD SHARES ETF NV 0.3%
Value ($000) $2,401 Shares 16,923 Est. Cost $122.01 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,278 Shares 1,317 Est. Cost $84.34 Unrealized +9.9%
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,164 Shares 15,790 Est. Cost $103.83 Unrealized +25.1%
VWOB VANGUARD EMERGING MKT GOV BND ETF IV 0.3%
Value ($000) $2,125 Shares 26,368 Est. Cost $78.84 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,109 Shares 15,839 Est. Cost $110.40 Unrealized -0.4%
JNK SPDR BLMBRG BRCLY HGH YLD BND ETF 0.3%
Value ($000) $2,018 Shares 18,774 Est. Cost $108.93 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $1,911 Shares 19,198 Est. Cost $98.79 Unrealized
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $1,794 Shares 9,552 Est. Cost $179.63 Unrealized
VBR VANGUARD SMALL CAP VALUEETF 0.2%
Value ($000) $1,754 Shares 13,613 Est. Cost $128.68 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $1,694 Shares 22,364 Est. Cost $77.11 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.2%
Value ($000) $1,660 Shares 11,208 Est. Cost $142.73 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.2%
Value ($000) $1,647 Shares 25,865 Est. Cost $59.73 Unrealized
NGVT INGEVITY CORP 0.2%
Value ($000) $1,633 Shares 19,727 Est. Cost $100.46 Unrealized -11.3%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $1,611 Shares 25,224 Est. Cost $64.82 Unrealized
AMGN AMGEN INC. 0.2%
Value ($000) $1,547 Shares 7,932 Est. Cost $154.18 Unrealized +2.5%
PINNACLE FINL PARTNR 0.2%
Value ($000) $1,537 Shares 27,835 Est. Cost $54.68 Unrealized
VZ VERIZON COMMUNICATN 0.2%
Value ($000) $1,535 Shares 25,434 Est. Cost $39.00 Unrealized +3.7%
UPS UNITED PARCEL SRVC CLASS B 0.2%
Value ($000) $1,527 Shares 13,045 Est. Cost $80.45 Unrealized +10.6%
SCHP SCHWAB US TIPS ETF 0.2%
Value ($000) $1,480 Shares 25,907 Est. Cost $55.14 Unrealized
VOE VANGUARD MID CAP VALUE ETF 0.2%
Value ($000) $1,433 Shares 12,684 Est. Cost $107.96 Unrealized
IUSB ISHARES TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $1,417 Shares 26,936 Est. Cost $50.83 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $1,411 Shares 15,270 Est. Cost $93.28 Unrealized
SCHR SCHWAB INTERMEDIATE TERMUS TRS ETF 0.2%
Value ($000) $1,400 Shares 25,010 Est. Cost $53.77 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STK ETF 0.2%
Value ($000) $1,377 Shares 26,658 Est. Cost $51.88 Unrealized
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.2%
Value ($000) $1,361 Shares 31,023 Est. Cost $45.88 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $1,346 Shares 12,749 Est. Cost $104.41 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,334 Shares 5,836 Est. Cost $157.56 Unrealized +18.7%
INTC INTEL CORP 0.2%
Value ($000) $1,331 Shares 26,317 Est. Cost $43.79 Unrealized -1.8%
DE DEERE & CO 0.2%
Value ($000) $1,302 Shares 7,828 Est. Cost $144.45 Unrealized +1.1%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $1,266 Shares 10,826 Est. Cost $112.72 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,246 Shares 12,499 Est. Cost $99.38 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,233 Shares 17,473 Est. Cost $55.48 Unrealized -3.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $1,218 Shares 5,652 Est. Cost $200.46 Unrealized
HYG ISHARES IBOXX HIGH YIELDBOND ETF 0.2%
Value ($000) $1,197 Shares 13,874 Est. Cost $86.48 Unrealized
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $1,185 Shares 10,136 Est. Cost $113.11 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $1,152 Shares 6,366 Est. Cost $3.86 Unrealized +8.4%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $1,146 Shares 22,932 Est. Cost $38.04 Unrealized -3.3%
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $1,143 Shares 15,277 Est. Cost $73.13 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $1,140 Shares 29,674 Est. Cost $36.75 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,134 Shares 4,158 Est. Cost $34.67 Unrealized -9.7%
MRK MERCK & CO. INC. 0.2%
Value ($000) $1,111 Shares 13,227 Est. Cost $60.37 Unrealized +8.5%
EMB ISHARES JPMORGAN USD MTSBOND ETF 0.2%
Value ($000) $1,097 Shares 9,668 Est. Cost $110.30 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOU 0.1%
Value ($000) $1,078 Shares 38,428 Est. Cost $31.16 Unrealized
RAYTHEON CO 0.1%
Value ($000) $1,061 Shares 5,500 Est. Cost $181.91 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $1,057 Shares 9,473 Est. Cost $107.62 Unrealized
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $1,044 Shares 6,526 Est. Cost $155.39 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,030 Shares 6,970 Est. Cost $152.99 Unrealized
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.1%
Value ($000) $1,026 Shares 15,521 Est. Cost $64.35 Unrealized
EEMV ISHR EDG MSCI MIN VOL EMG MKT ETF 0.1%
Value ($000) $1,025 Shares 18,012 Est. Cost $59.08 Unrealized
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.1%
Value ($000) $1,025 Shares 5,883 Est. Cost $178.46 Unrealized
IJS ISHARES S&P SMALL CAP 600 ETF 0.1%
Value ($000) $1,016 Shares 6,974 Est. Cost $147.42 Unrealized
TAN INVESCO SOLAR ETF 0.1%
Value ($000) $1,007 Shares 34,654 Est. Cost $23.15 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,005 Shares 24,638 Est. Cost $42.89 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $995 Shares 18,107 Est. Cost $53.92 Unrealized
SMBK SMARTFINL INC 0050 0.1%
Value ($000) $992 Shares 47,497 Est. Cost $19.10 Unrealized +10.3%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $992 Shares 66,128 Est. Cost $14.52 Unrealized
SCHO SCHWAB SHORT TERM US TREASURY ETF 0.1%
Value ($000) $976 Shares 19,253 Est. Cost $50.35 Unrealized
XLP SPDR FUND CONSUMER STAPLES ETF 0.1%
Value ($000) $975 Shares 15,878 Est. Cost $56.06 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $949 Shares 7,708 Est. Cost $82.79 Unrealized +22.0%
KXI ISHARES GLOBAL CONSUMER STAP ETF 0.1%
Value ($000) $941 Shares 17,366 Est. Cost $51.88 Unrealized
V VISA INC CLASS A 0.1%
Value ($000) $932 Shares 5,304 Est. Cost $137.38 Unrealized +24.0%
IJH ISHARES CORE S&P MID CAPETF 0.1%
Value ($000) $889 Shares 4,717 Est. Cost $189.24 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.1%
Value ($000) $860 Shares 13,023 Est. Cost $65.80 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.1%
Value ($000) $848 Shares 8,562 Est. Cost $111.62 Unrealized
MAXIM INTEGRATED PRO 0.1%
Value ($000) $827 Shares 14,487 Est. Cost $54.23 Unrealized
ITA ISHARES US AEROSPACE DEFENSE ETF 0.1%
Value ($000) $816 Shares 3,723 Est. Cost $199.90 Unrealized
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $784 Shares 6,921 Est. Cost $85.81 Unrealized +10.8%
ALB ALBEMARLE CORP 0.1%
Value ($000) $774 Shares 11,613 Est. Cost $71.61 Unrealized -12.7%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $764 Shares 13,308 Est. Cost $52.60 Unrealized
SYSB ISHARES EDGE U.S. FIXED INCOME BALANCED RISK ETF 0.1%
Value ($000) $763 Shares 7,532 Est. Cost $99.68 Unrealized
TAP MOLSON COORS BREWING CLASS B 0.1%
Value ($000) $749 Shares 13,359 Est. Cost $49.10 Unrealized -6.7%
CLIX PROSHARES LONG ONLN SHRTSTRS ETF 0.1%
Value ($000) $741 Shares 15,572 Est. Cost $51.46 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $726 Shares 14,286 Est. Cost $50.88 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $711 Shares 19,995 Est. Cost $29.24 Unrealized -7.6%
USIG ISHARES BRD USD INV GRD CORP BD ETF 0.1%
Value ($000) $693 Shares 11,836 Est. Cost $55.22 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $682 Shares 11,371 Est. Cost $60.73 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $639 Shares 2,309 Est. Cost $253.90 Unrealized +15.0%
WMT WALMART INC 0.1%
Value ($000) $626 Shares 5,281 Est. Cost $29.76 Unrealized +15.8%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $623 Shares 7,994 Est. Cost $89.16 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $618 Shares 22,399 Est. Cost $22.41 Unrealized
MDT MEDTRONIC PLC F 0.1%
Value ($000) $597 Shares 5,517 Est. Cost $75.15 Unrealized +16.5%
ISHARES IBONDS MAR 2020 TERM ETF 0.1%
Value ($000) $592 Shares 22,694 Est. Cost $26.05 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $587 Shares 3,192 Est. Cost $170.89 Unrealized
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.1%
Value ($000) $582 Shares 6,548 Est. Cost $88.89 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $568 Shares 5,906 Est. Cost $66.98 Unrealized +5.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $565 Shares 4,707 Est. Cost $114.61 Unrealized -3.1%
IYM ISHARES US BASIC MATERIALS ETF 0.1%
Value ($000) $545 Shares 6,130 Est. Cost $91.35 Unrealized
KO THE COCA-COLA CO 0.1%
Value ($000) $527 Shares 9,744 Est. Cost $37.85 Unrealized +16.1%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $525 Shares 6,141 Est. Cost $95.90 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.1%
Value ($000) $516 Shares 10,265 Est. Cost $50.17 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $514 Shares 3,687 Est. Cost $93.38 Unrealized +17.1%
IYH ISHARES US HEALTHCARE ETF 0.1%
Value ($000) $511 Shares 2,721 Est. Cost $193.58 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $509 Shares 6,577 Est. Cost $56.14 Unrealized +1.0%
T A T & T INC 0.1%
Value ($000) $506 Shares 13,578 Est. Cost $14.16 Unrealized +20.0%
CSX CSX CORP 0.1%
Value ($000) $496 Shares 7,493 Est. Cost $21.10 Unrealized +1.2%
STZ CONSTELLATION BRAND CLASS A 0.1%
Value ($000) $493 Shares 2,536 Est. Cost $152.61 Unrealized +18.5%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $493 Shares 2,427 Est. Cost $192.84 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $488 Shares 3,770 Est. Cost $107.88 Unrealized +24.4%
SHYG ISHARES HIGH YIELD CORPORAT BOND ETF 0.1%
Value ($000) $487 Shares 10,570 Est. Cost $46.62 Unrealized
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value ($000) $485 Shares 11,235 Est. Cost $40.37 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $480 Shares 4,133 Est. Cost $119.77 Unrealized
JBL JABIL INC 0.1%
Value ($000) $479 Shares 13,589 Est. Cost $29.20 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $474 Shares 3,045 Est. Cost $92.82 Unrealized +40.3%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.1%
Value ($000) $470 Shares 6,465 Est. Cost $72.18 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.1%
Value ($000) $466 Shares 10,122 Est. Cost $44.78 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $446 Shares 2,683 Est. Cost $156.17 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $440 Shares 5,912 Est. Cost $60.93 Unrealized -13.7%
IEUR ISHARES CORE MSCI EUROPEETF 0.1%
Value ($000) $436 Shares 9,784 Est. Cost $45.81 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $432 Shares 2,287 Est. Cost $196.33 Unrealized
DJP BRCLYS BK IPATH BLOOM COMMODITY ETN 0.1%
Value ($000) $425 Shares 19,505 Est. Cost $22.65 Unrealized
RELIANT BANCORP INC 0.1%
Value ($000) $417 Shares 18,145 Est. Cost $23.59 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $409 Shares 8,708 Est. Cost $39.51 Unrealized +8.3%
ACWV ISHARES EDGE MSCI MIN VOL GLBL ETF 0.1%
Value ($000) $401 Shares 4,250 Est. Cost $89.74 Unrealized
JETS US GLOBAL JETS ETF 0.1%
Value ($000) $388 Shares 13,690 Est. Cost $29.15 Unrealized
MMM 3M CO 0.1%
Value ($000) $377 Shares 2,433 Est. Cost $131.07 Unrealized -15.6%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $377 Shares 4,456 Est. Cost $80.12 Unrealized
RGR STURM RUGER & CO INC 0.1%
Value ($000) $372 Shares 8,785 Est. Cost $54.51 Unrealized -14.3%
INDA ISHARES MSCI INDIA INDEXETF 0.1%
Value ($000) $372 Shares 11,379 Est. Cost $35.21 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $369 Shares 6,100 Est. Cost $60.97 Unrealized
IYK ISHARES US CONSUMER GOODS ETF 0.1%
Value ($000) $369 Shares 2,960 Est. Cost $119.34 Unrealized
SWKS SKYWORKS SOLUTIONS 0.1%
Value ($000) $368 Shares 4,601 Est. Cost $68.44 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $354 Shares 8,614 Est. Cost $29.72 Unrealized -7.1%
IAGG ISHARES INTERNTINL AGGRGT BND ETF 0.0%
Value ($000) $352 Shares 6,326 Est. Cost $54.79 Unrealized
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.0%
Value ($000) $345 Shares 6,070 Est. Cost $57.91 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $340 Shares 1,948 Est. Cost $144.24 Unrealized +11.2%
DUNKIN BRANDS GROUP 0.0%
Value ($000) $326 Shares 4,267 Est. Cost $75.50 Unrealized
IYC ISHARES US CONSUMER SERVICES ETF 0.0%
Value ($000) $323 Shares 1,504 Est. Cost $204.12 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $312 Shares 3,381 Est. Cost $75.37 Unrealized +4.5%
GLOBAL X MLP & ENERGY INFRASTRUCTURE 0.0%
Value ($000) $310 Shares 25,722 Est. Cost $12.93 Unrealized
IDU ISHARES US UTILITIES ETF 0.0%
Value ($000) $309 Shares 1,915 Est. Cost $147.26 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $303 Shares 4,932 Est. Cost $37.42 Unrealized +21.0%
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $303 Shares 10,861 Est. Cost $29.03 Unrealized
SUB ISHARES SHORT TERM NTNL MUN BND ETF 0.0%
Value ($000) $301 Shares 2,825 Est. Cost $105.72 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $300 Shares 2,803 Est. Cost $110.34 Unrealized -6.9%
CNI CANADIAN NATL RAILWY F 0.0%
Value ($000) $285 Shares 3,363 Est. Cost $73.71 Unrealized +11.0%
VNQI VANGUARD GLBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $278 Shares 4,758 Est. Cost $59.54 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $272 Shares 3,261 Est. Cost $79.60 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $270 Shares 1,177 Est. Cost $15.58 Unrealized +0.5%
AMERICAN FIN TRUST INC 0.0%
Value ($000) $268 Shares 19,077 Est. Cost $10.80 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $266 Shares 4,964 Est. Cost $47.31 Unrealized +19.9%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $262 Shares 6,790 Est. Cost $38.02 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $262 Shares 4,894 Est. Cost $53.53 Unrealized
RXI ISHARES GLOBAL CONSUMER DISCRE ETF 0.0%
Value ($000) $257 Shares 2,190 Est. Cost $112.84 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $257 Shares 9,181 Est. Cost $23.92 Unrealized +2.7%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $256 Shares 3,367 Est. Cost $89.96 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $255 Shares 4,740 Est. Cost $43.45 Unrealized +17.6%
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $251 Shares 5,597 Est. Cost $31.54 Unrealized +18.9%
MCD MC DONALDS CORP 0.0%
Value ($000) $248 Shares 1,182 Est. Cost $169.75 Unrealized +8.8%
COST COSTCO WHOLESALE CO 0.0%
Value ($000) $242 Shares 832 Est. Cost $198.35 Unrealized +29.2%
IEF ISHARES 7-10 YEAR TRSURYBOND ETF 0.0%
Value ($000) $239 Shares 2,101 Est. Cost $106.29 Unrealized
IYJ ISHARES US INDUSTRIALS ETF 0.0%
Value ($000) $234 Shares 1,515 Est. Cost $151.25 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $228 Shares 987 Est. Cost $41.79 Unrealized +10.7%
BB&T CORP 0.0%
Value ($000) $224 Shares 4,406 Est. Cost $46.42 Unrealized
IYF ISHARES US FINANCIALS ETF 0.0%
Value ($000) $224 Shares 1,779 Est. Cost $117.80 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $222 Shares 1,034 Est. Cost $200.19 Unrealized 0.0%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $221 Shares 3,986 Est. Cost $55.44 Unrealized
TIGO MILLICOM INTL CELLU NEWFUS SHARES 0.0%
Value ($000) $221 Shares 4,864 Est. Cost $62.57 Unrealized -16.5%
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.0%
Value ($000) $216 Shares 1,511 Est. Cost $142.95 Unrealized
BAX BAXTER INTERNTNL 0.0%
Value ($000) $212 Shares 2,474 Est. Cost $64.68 Unrealized +16.8%
UNITED TECHNOLOGIES 0.0%
Value ($000) $203 Shares 1,537 Est. Cost $128.54 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $186 Shares 21,630 Est. Cost $9.58 Unrealized
PLTM GRANITESHARES PLATINUM SHARES ETV 0.0%
Value ($000) $148 Shares 17,090 Est. Cost $8.46 Unrealized
GAMCO GLOBAL GOLD NTRL R 0.0%
Value ($000) $146 Shares 34,075 Est. Cost $4.34 Unrealized
NUVEEN MUNICIPAL VALUE C 0.0%
Value ($000) $105 Shares 10,000 Est. Cost $10.00 Unrealized
ENCANA CORP F 0.0%
Value ($000) $75 Shares 17,483 Est. Cost $4.29 Unrealized