D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 14, 2020

Total Value ($000): $227,043 (100.0% shares, 0.0% debt)

Holdings (193)

SCHX Schwab US Large-Cap ETF 6.9%
Value ($000) $15,629 Shares 203,481 Est. Cost $64.63 Unrealized
SCHO Schwab Short-Term US Treasury ETF 5.8%
Value ($000) $13,109 Shares 259,699 Est. Cost $50.28 Unrealized
SCHZ Schwab US Aggregate Bond ETF 4.7%
Value ($000) $10,653 Shares 199,383 Est. Cost $51.67 Unrealized
VTI Vanguard Total Stock Market ETF 3.5%
Value ($000) $8,006 Shares 48,932 Est. Cost $138.23 Unrealized
SCHB Schwab US Broad Market ETF 3.5%
Value ($000) $7,969 Shares 103,657 Est. Cost $66.20 Unrealized
SPLV PowerShares S&P 500 Low Volatility ETF 2.7%
Value ($000) $6,041 Shares 103,560 Est. Cost $57.26 Unrealized
XLK Technology Select Sector SPDR ETF 2.0%
Value ($000) $4,492 Shares 49,006 Est. Cost $70.10 Unrealized
SCHD Schwab US Dividend Equity ETF 1.8%
Value ($000) $4,078 Shares 70,407 Est. Cost $51.17 Unrealized
AAPL Apple Inc 1.8%
Value ($000) $3,991 Shares 13,592 Est. Cost $39.17 Unrealized +58.3%
MSFT Microsoft Corp 1.5%
Value ($000) $3,488 Shares 22,121 Est. Cost $82.47 Unrealized +68.8%
ADP Automatic Data Processing Inc 1.5%
Value ($000) $3,429 Shares 20,115 Est. Cost $96.99 Unrealized +49.6%
GLD SPDR Gold Shares ETF 1.4%
Value ($000) $3,130 Shares 21,907 Est. Cost $125.03 Unrealized
PNC PNC Financial Services Group Inc 1.2%
Value ($000) $2,778 Shares 17,407 Est. Cost $104.89 Unrealized +14.6%
VCSH Vanguard Short-Term Corporate Bond ETF 1.2%
Value ($000) $2,763 Shares 34,104 Est. Cost $78.46 Unrealized
IWF iShares Russell 1000 Growth ETF 1.1%
Value ($000) $2,515 Shares 14,301 Est. Cost $141.22 Unrealized
VOO Vanguard S&P 500 ETF 1.1%
Value ($000) $2,458 Shares 8,311 Est. Cost $248.39 Unrealized
BRK/B Berkshire Hathaway Inc B 1.0%
Value ($000) $2,366 Shares 10,446 Est. Cost $197.11 Unrealized +10.2%
SCHR Schwab Intermediate-Term US Treasury ETF 1.0%
Value ($000) $2,266 Shares 41,256 Est. Cost $53.06 Unrealized
PPG PPG Industries Inc 1.0%
Value ($000) $2,171 Shares 16,265 Est. Cost $99.03 Unrealized +13.6%
JNJ Johnson & Johnson 0.9%
Value ($000) $2,156 Shares 14,785 Est. Cost $109.96 Unrealized +3.8%
SCHF Schwab International Equity ETF 0.9%
Value ($000) $2,128 Shares 63,285 Est. Cost $32.55 Unrealized
BND Vanguard Total Bond Market ETF 0.9%
Value ($000) $2,042 Shares 24,358 Est. Cost $81.73 Unrealized
SCHA Schwab US Small-Cap ETF 0.8%
Value ($000) $1,846 Shares 24,410 Est. Cost $69.91 Unrealized
KO Coca Cola Co 0.8%
Value ($000) $1,845 Shares 33,342 Est. Cost $36.73 Unrealized +21.2%
META Facebook Inc A 0.8%
Value ($000) $1,804 Shares 8,793 Est. Cost $186.30 Unrealized +3.2%
FVD First Trust Value Line Dividend ETF 0.7%
Value ($000) $1,624 Shares 45,077 Est. Cost $30.14 Unrealized
VZ Verizon Communications Inc 0.7%
Value ($000) $1,593 Shares 25,957 Est. Cost $33.21 Unrealized +28.9%
MA Mastercard Inc A 0.7%
Value ($000) $1,560 Shares 5,227 Est. Cost $159.81 Unrealized +70.6%
INTC Intel Corp 0.6%
Value ($000) $1,421 Shares 23,747 Est. Cost $37.05 Unrealized +33.0%
XLF Financial Select Sector SPDR ETF 0.6%
Value ($000) $1,405 Shares 45,656 Est. Cost $29.21 Unrealized
VCIT Vanguard Interm-Term Corp Bond ETF 0.6%
Value ($000) $1,376 Shares 15,074 Est. Cost $85.47 Unrealized
AMZN Amazon.com Inc 0.6%
Value ($000) $1,372 Shares 743 Est. Cost $78.15 Unrealized +13.3%
XOM Exxon Mobil Corp 0.6%
Value ($000) $1,357 Shares 19,454 Est. Cost $57.07 Unrealized -8.8%
PFE Pfizer Inc 0.6%
Value ($000) $1,342 Shares 34,275 Est. Cost $24.01 Unrealized +11.3%
D Dominion Energy Inc 0.6%
Value ($000) $1,328 Shares 16,034 Est. Cost $55.74 Unrealized +12.0%
SLB Schlumberger LTD 0.6%
Value ($000) $1,317 Shares 32,776 Est. Cost $33.51 Unrealized -8.3%
T AT&T Inc 0.6%
Value ($000) $1,302 Shares 33,333 Est. Cost $15.16 Unrealized +24.5%
NVS Novartis AG ADR 0.6%
Value ($000) $1,294 Shares 13,669 Est. Cost $81.46 Unrealized
V Visa Inc A 0.6%
Value ($000) $1,288 Shares 6,859 Est. Cost $115.29 Unrealized +49.7%
HD The Home Depot Inc 0.6%
Value ($000) $1,284 Shares 5,882 Est. Cost $144.46 Unrealized +35.0%
MDT Medtronic PLC 0.5%
Value ($000) $1,246 Shares 10,990 Est. Cost $67.37 Unrealized +37.4%
MU Micron Technology Inc 0.5%
Value ($000) $1,225 Shares 22,792 Est. Cost $41.08 Unrealized +13.4%
KOP Koppers Holdings Inc 0.5%
Value ($000) $1,209 Shares 31,637 Est. Cost $39.18 Unrealized -13.1%
SYY Sysco Corp 0.5%
Value ($000) $1,206 Shares 14,100 Est. Cost $46.98 Unrealized +45.8%
XLU Utilities Select Sector SPDR ETF 0.5%
Value ($000) $1,195 Shares 18,504 Est. Cost $55.43 Unrealized
LMT Lockheed Martin Corp 0.5%
Value ($000) $1,193 Shares 3,065 Est. Cost $254.97 Unrealized +27.4%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $1,166 Shares 9,811 Est. Cost $27.23 Unrealized +33.6%
IDV iShares International Select Dividend ETF 0.5%
Value ($000) $1,166 Shares 34,754 Est. Cost $32.72 Unrealized
QCOM Qualcomm Inc 0.5%
Value ($000) $1,144 Shares 12,975 Est. Cost $49.82 Unrealized +46.2%
QQQ PowerShares QQQ ETF 0.5%
Value ($000) $1,143 Shares 5,377 Est. Cost $172.00 Unrealized
MCD McDonald's Corp 0.5%
Value ($000) $1,141 Shares 5,774 Est. Cost $138.46 Unrealized +24.2%
CVX Chevron Corp 0.5%
Value ($000) $1,121 Shares 9,303 Est. Cost $84.02 Unrealized +6.7%
RH RH 0.5%
Value ($000) $1,118 Shares 5,239 Est. Cost $91.71 Unrealized +112.8%
BA Boeing Co 0.5%
Value ($000) $1,116 Shares 3,427 Est. Cost $260.87 Unrealized +34.6%
VWO Vanguard FTSE Emerging Markets ETF 0.5%
Value ($000) $1,108 Shares 24,935 Est. Cost $46.69 Unrealized
CSCO Cisco Systems Inc 0.5%
Value ($000) $1,107 Shares 23,092 Est. Cost $29.55 Unrealized +30.5%
BHP BHP Billiton LTD ADR 0.5%
Value ($000) $1,098 Shares 20,074 Est. Cost $46.33 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.5%
Value ($000) $1,097 Shares 40,090 Est. Cost $26.48 Unrealized
LULU Lululemon Athletica Inc 0.5%
Value ($000) $1,083 Shares 4,675 Est. Cost $82.09 Unrealized +159.6%
DEO Diageo PLC ADR 0.5%
Value ($000) $1,076 Shares 6,394 Est. Cost $144.57 Unrealized
BMY Bristol-Myers Squibb Co 0.5%
Value ($000) $1,073 Shares 16,724 Est. Cost $46.86 Unrealized -3.6%
CVS CVS Health Corp 0.5%
Value ($000) $1,029 Shares 13,864 Est. Cost $51.79 Unrealized +11.6%
ABBV AbbVie Inc 0.5%
Value ($000) $1,023 Shares 11,564 Est. Cost $67.70 Unrealized -4.5%
PM Philip Morris International Inc 0.4%
Value ($000) $1,017 Shares 11,961 Est. Cost $66.35 Unrealized -9.6%
BDX Becton Dickinson & Co 0.4%
Value ($000) $1,009 Shares 3,713 Est. Cost $187.90 Unrealized +20.5%
SCHH Schwab US Real Estate ETF 0.4%
Value ($000) $978 Shares 21,300 Est. Cost $42.94 Unrealized
WPC W.P. Carey Inc 0.4%
Value ($000) $960 Shares 12,000 Est. Cost $65.36 Unrealized
SBUX Starbucks Corp 0.4%
Value ($000) $957 Shares 10,891 Est. Cost $48.39 Unrealized +53.9%
WY Weyerhaeuser Co 0.4%
Value ($000) $947 Shares 31,387 Est. Cost $24.28 Unrealized -4.8%
VUG Vanguard Growth ETF 0.4%
Value ($000) $946 Shares 5,197 Est. Cost $141.88 Unrealized
Raytheon Co 0.4%
Value ($000) $931 Shares 4,239 Est. Cost $190.99 Unrealized
MO Altria Group Inc 0.4%
Value ($000) $916 Shares 18,366 Est. Cost $36.10 Unrealized -20.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.4%
Value ($000) $914 Shares 10,025 Est. Cost $61.69 Unrealized +16.4%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $903 Shares 16,396 Est. Cost $35.62 Unrealized +28.8%
Annaly Capital Management Inc 0.4%
Value ($000) $893 Shares 94,848 Est. Cost $11.00 Unrealized
Invesco BulletShares 2020 Corporate Bond ETF 0.4%
Value ($000) $885 Shares 41,586 Est. Cost $21.24 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.4%
Value ($000) $870 Shares 7,748 Est. Cost $109.60 Unrealized
BABA Alibaba Group Holding LTD ADR 0.4%
Value ($000) $854 Shares 4,030 Est. Cost $176.16 Unrealized
PEP Pepsico Inc 0.4%
Value ($000) $847 Shares 6,204 Est. Cost $90.68 Unrealized +24.4%
GLW Corning Inc 0.4%
Value ($000) $845 Shares 29,044 Est. Cost $25.13 Unrealized -2.8%
NVDA NVIDIA Corp 0.4%
Value ($000) $833 Shares 3,541 Est. Cost $5.18 Unrealized 0.0%
GOOGL Alphabet Inc A 0.4%
Value ($000) $830 Shares 620 Est. Cost $55.27 Unrealized +15.8%
SONY SONY CORP SPONSORED ADR 0.4%
Value ($000) $826 Shares 12,150 Est. Cost $59.05 Unrealized
NTR Nutrien LTD 0.3%
Value ($000) $791 Shares 16,522 Est. Cost $38.63 Unrealized +1.5%
VTV Vanguard Value ETF 0.3%
Value ($000) $778 Shares 6,495 Est. Cost $104.34 Unrealized
Unilever PLC ADR 0.3%
Value ($000) $775 Shares 13,557 Est. Cost $55.53 Unrealized
CWB SPDR Bloomberg Barclays Convertible Securities ETF 0.3%
Value ($000) $749 Shares 13,500 Est. Cost $51.65 Unrealized
SCHM Schwab US Mid-Cap ETF 0.3%
Value ($000) $749 Shares 12,458 Est. Cost $50.51 Unrealized
Activision Blizzard Inc 0.3%
Value ($000) $745 Shares 12,546 Est. Cost $47.14 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.3%
Value ($000) $737 Shares 34,721 Est. Cost $21.19 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $715 Shares 2,435 Est. Cost $181.20 Unrealized +49.8%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $712 Shares 2,202 Est. Cost $266.24 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.3%
Value ($000) $704 Shares 5,200 Est. Cost $137.49 Unrealized
NOW ServiceNow Inc 0.3%
Value ($000) $702 Shares 2,490 Est. Cost $35.79 Unrealized +47.2%
SNA Snap-on Inc 0.3%
Value ($000) $698 Shares 4,125 Est. Cost $132.29 Unrealized +4.9%
SPHQ PowerShares S&P 500 Quality ETF 0.3%
Value ($000) $695 Shares 19,011 Est. Cost $30.21 Unrealized
MRK Merck & Co Inc 0.3%
Value ($000) $695 Shares 7,652 Est. Cost $43.06 Unrealized +56.9%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $673 Shares 2,093 Est. Cost $260.83 Unrealized
IJR iShares S&P Small-Cap ETF 0.3%
Value ($000) $668 Shares 7,976 Est. Cost $76.55 Unrealized
FXL First Trust Technology AlphaDEX ETF 0.3%
Value ($000) $658 Shares 9,076 Est. Cost $59.39 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $654 Shares 14,850 Est. Cost $44.20 Unrealized
MNRO Monro Muffler Brakes Inc 0.3%
Value ($000) $648 Shares 8,298 Est. Cost $62.90 Unrealized +19.9%
SCHP Schwab US TIPS ETF 0.3%
Value ($000) $644 Shares 11,374 Est. Cost $56.62 Unrealized
AMT American Tower Corp 0.3%
Value ($000) $625 Shares 2,720 Est. Cost $117.11 Unrealized +57.0%
Dunkin Brands Group Inc 0.3%
Value ($000) $625 Shares 8,287 Est. Cost $66.82 Unrealized
FXR First Trust Industrials/Producer Durables AlphaDEX ETF 0.3%
Value ($000) $614 Shares 13,624 Est. Cost $40.02 Unrealized
EQIX Equinix Inc 0.3%
Value ($000) $598 Shares 1,025 Est. Cost $349.39 Unrealized +43.5%
CTAS Cintas Corp 0.3%
Value ($000) $594 Shares 2,209 Est. Cost $45.33 Unrealized +36.6%
LFUS Littelfuse Inc 0.3%
Value ($000) $592 Shares 3,096 Est. Cost $187.62 Unrealized -2.2%
OSK Oshkosh Corp 0.3%
Value ($000) $582 Shares 6,150 Est. Cost $67.54 Unrealized +15.2%
IAA INC COM 0.3%
Value ($000) $581 Shares 12,365 Est. Cost $43.55 Unrealized
TSCO Tractor Supply Co 0.3%
Value ($000) $578 Shares 6,188 Est. Cost $14.46 Unrealized +19.2%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3%
Value ($000) $577 Shares 3,385 Est. Cost $158.68 Unrealized
JJSF J&J Snack Foods Corp 0.3%
Value ($000) $570 Shares 3,094 Est. Cost $132.00 Unrealized +26.5%
GOOG Alphabet Inc C 0.2%
Value ($000) $560 Shares 419 Est. Cost $55.33 Unrealized +15.8%
OLLI Ollies Bargain Outlet Hldgs Inc 0.2%
Value ($000) $538 Shares 8,250 Est. Cost $66.58 Unrealized -4.9%
IYR iShares US Real Estate ETF 0.2%
Value ($000) $528 Shares 5,677 Est. Cost $78.08 Unrealized
ENB Enbridge Inc 0.2%
Value ($000) $528 Shares 13,294 Est. Cost $22.75 Unrealized +9.2%
PRLB Proto Labs Inc 0.2%
Value ($000) $523 Shares 5,151 Est. Cost $108.61 Unrealized -8.8%
DKS Dicks Sporting Goods Inc 0.2%
Value ($000) $522 Shares 10,554 Est. Cost $27.26 Unrealized +28.7%
BMRN Biomarin Pharmaceutical Inc 0.2%
Value ($000) $522 Shares 6,184 Est. Cost $82.51 Unrealized -8.5%
XLV Health Care Select Sector SPDR ETF 0.2%
Value ($000) $522 Shares 5,133 Est. Cost $90.04 Unrealized
EA Electronic Arts Inc 0.2%
Value ($000) $521 Shares 4,855 Est. Cost $111.29 Unrealized -13.3%
NFLX Netflix Inc 0.2%
Value ($000) $518 Shares 1,601 Est. Cost $19.26 Unrealized +54.0%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $516 Shares 7,433 Est. Cost $67.87 Unrealized
SSD Simpson Manufacturing 0.2%
Value ($000) $498 Shares 6,211 Est. Cost $56.71 Unrealized +30.1%
MAIN MAIN STREET CAPITAL CORP COM 0.2%
Value ($000) $494 Shares 11,466 Est. Cost $42.68 Unrealized +0.2%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $491 Shares 3,604 Est. Cost $121.44 Unrealized
SBAC SBA Communications Corp A 0.2%
Value ($000) $491 Shares 2,040 Est. Cost $147.24 Unrealized +49.1%
CHRW C.H. Robinson Worldwide Inc 0.2%
Value ($000) $489 Shares 6,256 Est. Cost $74.68 Unrealized -8.0%
VYM Vanguard High Dividend Yield Index 0.2%
Value ($000) $488 Shares 5,215 Est. Cost $82.96 Unrealized
John Hancock Multifactor Healthcare ETF 0.2%
Value ($000) $476 Shares 12,798 Est. Cost $32.21 Unrealized
MCO Moody's Corporation 0.2%
Value ($000) $474 Shares 2,000 Est. Cost $154.93 Unrealized +36.3%
THRM Gentherm Inc 0.2%
Value ($000) $459 Shares 10,353 Est. Cost $37.88 Unrealized +12.5%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $453 Shares 1,660 Est. Cost $182.65 Unrealized +35.2%
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $445 Shares 3,420 Est. Cost $109.80 Unrealized
ETN Eaton Corp PLC 0.2%
Value ($000) $434 Shares 4,589 Est. Cost $68.80 Unrealized +15.8%
SYK Stryker Corp 0.2%
Value ($000) $434 Shares 2,072 Est. Cost $172.77 Unrealized +12.4%
FOXF Fox Factory Holding Corp 0.2%
Value ($000) $430 Shares 6,192 Est. Cost $65.04 Unrealized -0.8%
IVW iShares S&P 500 Growth ETF 0.2%
Value ($000) $415 Shares 2,147 Est. Cost $159.02 Unrealized
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $410 Shares 7,012 Est. Cost $57.97 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $402 Shares 2,432 Est. Cost $149.43 Unrealized
iShares Gold Trust ETF 0.2%
Value ($000) $402 Shares 27,756 Est. Cost $12.81 Unrealized
VPL Vanguard FTSE Pacific ETF 0.2%
Value ($000) $402 Shares 5,786 Est. Cost $72.58 Unrealized
NKE Nike Inc B 0.2%
Value ($000) $401 Shares 3,959 Est. Cost $52.17 Unrealized +66.4%
XMLV Invesco S&P Mid-Cap Low Volatility ETF 0.2%
Value ($000) $397 Shares 7,382 Est. Cost $47.08 Unrealized
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $397 Shares 1,857 Est. Cost $190.86 Unrealized
BR Broadridge Financial Solutions Inc 0.2%
Value ($000) $395 Shares 3,200 Est. Cost $76.08 Unrealized +44.7%
FNCL Fidelity MSCI Financials ETF 0.2%
Value ($000) $384 Shares 8,665 Est. Cost $39.43 Unrealized
PYPL PayPal Holdings Inc 0.2%
Value ($000) $382 Shares 3,534 Est. Cost $103.97 Unrealized 0.0%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $381 Shares 4,125 Est. Cost $69.88 Unrealized +22.7%
RYAAY RYANAIR HLDGS PLC SPONSORED ADS 0.2%
Value ($000) $375 Shares 4,285 Est. Cost $87.51 Unrealized
CBOE CBOE Global Markets Inc 0.2%
Value ($000) $364 Shares 3,040 Est. Cost $94.76 Unrealized +14.1%
John Hancock Multifactor Energy ETF 0.2%
Value ($000) $362 Shares 15,306 Est. Cost $24.95 Unrealized
DBP PowerShares DB Precious Metals ETF 0.2%
Value ($000) $362 Shares 8,705 Est. Cost $40.93 Unrealized
ALC ALCON INC ORD SHS 0.2%
Value ($000) $360 Shares 6,376 Est. Cost $59.11 Unrealized -4.5%
GPK GRAPHIC PACKAGING HLDG CO COM 0.2%
Value ($000) $359 Shares 21,595 Est. Cost $15.85 Unrealized 0.0%
CME CME Group Inc A 0.2%
Value ($000) $358 Shares 1,785 Est. Cost $142.24 Unrealized +13.9%
JPM JP Morgan Chase & Co 0.2%
Value ($000) $347 Shares 2,494 Est. Cost $84.76 Unrealized +28.2%
BKNG Booking Holdings Inc 0.2%
Value ($000) $345 Shares 168 Est. Cost $1937.86 Unrealized -0.3%
WELL Welltower Inc 0.2%
Value ($000) $342 Shares 4,190 Est. Cost $43.15 Unrealized +64.8%
XLE Energy Select Sector SPDR ETF 0.2%
Value ($000) $341 Shares 5,682 Est. Cost $63.67 Unrealized
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $339 Shares 1 Est. Cost $284799.47 Unrealized +14.4%
Seattle Genetics Inc 0.1%
Value ($000) $324 Shares 2,843 Est. Cost $59.51 Unrealized
DIS Walt Disney Co 0.1%
Value ($000) $316 Shares 2,188 Est. Cost $128.08 Unrealized +6.0%
SJM JM Smucker Co 0.1%
Value ($000) $304 Shares 2,925 Est. Cost $86.99 Unrealized -0.4%
VRTX Vertex Pharmaceuticals Inc 0.1%
Value ($000) $301 Shares 1,375 Est. Cost $167.91 Unrealized +20.5%
TSLA Tesla Inc 0.1%
Value ($000) $296 Shares 708 Est. Cost $21.69 Unrealized 0.0%
IEI iShares 3-7 Treasury Bond ETF 0.1%
Value ($000) $284 Shares 2,265 Est. Cost $122.30 Unrealized
PATK Patrick Inds Inc 0.1%
Value ($000) $270 Shares 5,156 Est. Cost $27.34 Unrealized +5.5%
RWX SPDR Dow Jones International Real Estate ETF 0.1%
Value ($000) $269 Shares 6,957 Est. Cost $39.90 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $256 Shares 2,759 Est. Cost $83.89 Unrealized
LQDH iShares Interest Rate Hedged Corporate Bond ETF 0.1%
Value ($000) $252 Shares 2,629 Est. Cost $96.70 Unrealized
EMB iShares Emerging Markets Bond ETF 0.1%
Value ($000) $249 Shares 2,180 Est. Cost $109.86 Unrealized
FXH First Trust Health Care AlphaDEX ETF 0.1%
Value ($000) $249 Shares 2,967 Est. Cost $83.92 Unrealized
INCY Incyte Corp 0.1%
Value ($000) $244 Shares 2,800 Est. Cost $76.89 Unrealized +11.1%
CDK Global Inc 0.1%
Value ($000) $233 Shares 4,266 Est. Cost $71.26 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $232 Shares 10,814 Est. Cost $21.38 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $230 Shares 2,714 Est. Cost $60.45 Unrealized +16.9%
Retail Properties of America 0.1%
Value ($000) $225 Shares 16,837 Est. Cost $13.45 Unrealized
BlackRock Inc 0.1%
Value ($000) $225 Shares 449 Est. Cost $531.09 Unrealized
SE SEA LTD SPONSORED ADS 0.1%
Value ($000) $221 Shares 5,495 Est. Cost $30.91 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $216 Shares 8,843 Est. Cost $26.10 Unrealized -28.0%
UNP Union Pacific Corp 0.1%
Value ($000) $215 Shares 1,191 Est. Cost $149.35 Unrealized 0.0%
CGNX COGNEX CORP COM 0.1%
Value ($000) $210 Shares 3,765 Est. Cost $48.62 Unrealized 0.0%
UA Under Armour Inc C 0.1%
Value ($000) $209 Shares 10,913 Est. Cost $18.91 Unrealized -6.9%
BAC Bank of America Corp 0.1%
Value ($000) $208 Shares 5,931 Est. Cost $27.79 Unrealized 0.0%
PICB Invesco International Corporate Bond ETF 0.1%
Value ($000) $202 Shares 7,453 Est. Cost $27.10 Unrealized
ABEV AmBev ADR 0.1%
Value ($000) $177 Shares 38,115 Est. Cost $7.04 Unrealized
Invesco PA Value Muni Income Trust 0.1%
Value ($000) $140 Shares 10,637 Est. Cost $12.18 Unrealized
RIG Transocean LTD 0.0%
Value ($000) $79 Shares 11,525 Est. Cost $10.34 Unrealized -50.2%
Oasis Petroleum Inc 0.0%
Value ($000) $36 Shares 11,100 Est. Cost $3.24 Unrealized
Palatin Technologies Inc 0.0%
Value ($000) $9 Shares 12,000 Est. Cost $0.75 Unrealized