D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 29, 2020

Total Value ($000): $198,143 (100.0% shares, 0.0% debt)

Holdings (181)

SCHZ Schwab US Aggregate Bond ETF 6.6%
Value ($000) $13,146 Shares 242,245 Est. Cost $52.13 Unrealized
SCHO Schwab Short-Term US Treasury ETF 6.6%
Value ($000) $13,002 Shares 251,360 Est. Cost $50.28 Unrealized
SCHX Schwab US Large-Cap ETF 6.4%
Value ($000) $12,602 Shares 205,747 Est. Cost $64.59 Unrealized
VTI Vanguard Total Stock Market ETF 3.7%
Value ($000) $7,381 Shares 57,259 Est. Cost $136.87 Unrealized
SPLV PowerShares S&P 500 Low Volatility ETF 3.3%
Value ($000) $6,549 Shares 139,593 Est. Cost $54.59 Unrealized
SCHB Schwab US Broad Market ETF 3.2%
Value ($000) $6,422 Shares 106,275 Est. Cost $66.06 Unrealized
XLK Technology Select Sector SPDR ETF 2.3%
Value ($000) $4,577 Shares 56,950 Est. Cost $71.53 Unrealized
GLD SPDR Gold Shares ETF 2.0%
Value ($000) $3,940 Shares 26,619 Est. Cost $129.10 Unrealized
MSFT Microsoft Corp 1.9%
Value ($000) $3,751 Shares 23,786 Est. Cost $87.64 Unrealized +78.4%
SCHD Schwab US Dividend Equity ETF 1.5%
Value ($000) $3,068 Shares 68,217 Est. Cost $51.17 Unrealized
ADP Automatic Data Processing Inc 1.4%
Value ($000) $2,809 Shares 20,553 Est. Cost $97.95 Unrealized +44.9%
AAPL Apple Inc 1.3%
Value ($000) $2,636 Shares 10,369 Est. Cost $39.17 Unrealized +81.5%
VCSH Vanguard Short-Term Corporate Bond ETF 1.3%
Value ($000) $2,573 Shares 32,539 Est. Cost $78.46 Unrealized
SCHR Schwab Intermediate-Term US Treasury ETF 1.2%
Value ($000) $2,430 Shares 41,352 Est. Cost $53.06 Unrealized
BND Vanguard Total Bond Market ETF 1.1%
Value ($000) $2,117 Shares 24,810 Est. Cost $81.80 Unrealized
AMZN Amazon.com Inc 1.1%
Value ($000) $2,082 Shares 1,068 Est. Cost $83.82 Unrealized +15.5%
JNJ Johnson & Johnson 1.0%
Value ($000) $1,990 Shares 15,177 Est. Cost $110.23 Unrealized +9.0%
VOO Vanguard S&P 500 ETF 1.0%
Value ($000) $1,951 Shares 8,238 Est. Cost $248.39 Unrealized
META Facebook Inc A 1.0%
Value ($000) $1,928 Shares 11,560 Est. Cost $188.24 Unrealized +3.3%
BRK/B Berkshire Hathaway Inc B 1.0%
Value ($000) $1,902 Shares 10,405 Est. Cost $197.11 Unrealized +7.8%
XLU Utilities Select Sector SPDR ETF 0.9%
Value ($000) $1,881 Shares 33,963 Est. Cost $55.41 Unrealized
IWF iShares Russell 1000 Growth ETF 0.9%
Value ($000) $1,844 Shares 12,241 Est. Cost $141.22 Unrealized
PNC PNC Financial Services Group Inc 0.9%
Value ($000) $1,724 Shares 18,013 Est. Cost $105.00 Unrealized +3.2%
MA Mastercard Inc A 0.9%
Value ($000) $1,714 Shares 7,097 Est. Cost $193.54 Unrealized +48.7%
SCHF Schwab International Equity ETF 0.9%
Value ($000) $1,698 Shares 65,718 Est. Cost $32.30 Unrealized
KO Coca Cola Co 0.8%
Value ($000) $1,544 Shares 34,899 Est. Cost $37.10 Unrealized +21.3%
VZ Verizon Communications Inc 0.8%
Value ($000) $1,488 Shares 27,696 Est. Cost $33.70 Unrealized +21.7%
V Visa Inc A 0.7%
Value ($000) $1,418 Shares 8,807 Est. Cost $129.76 Unrealized +39.3%
PPG PPG Industries Inc 0.7%
Value ($000) $1,390 Shares 16,632 Est. Cost $99.03 Unrealized -0.0%
AGG iShares Core US Aggregate Bond ETF 0.7%
Value ($000) $1,350 Shares 11,702 Est. Cost $111.55 Unrealized
INTC Intel Corp 0.7%
Value ($000) $1,332 Shares 24,626 Est. Cost $37.59 Unrealized +39.2%
SCHA Schwab US Small-Cap ETF 0.7%
Value ($000) $1,292 Shares 25,091 Est. Cost $69.41 Unrealized
BKNG Booking Holdings Inc 0.6%
Value ($000) $1,257 Shares 935 Est. Cost $1764.44 Unrealized -2.2%
FVD First Trust Value Line Dividend ETF 0.6%
Value ($000) $1,217 Shares 43,978 Est. Cost $30.14 Unrealized
D Dominion Energy Inc 0.6%
Value ($000) $1,211 Shares 16,779 Est. Cost $56.07 Unrealized +12.6%
PFE Pfizer Inc 0.6%
Value ($000) $1,191 Shares 36,492 Est. Cost $24.12 Unrealized +7.1%
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $1,179 Shares 10,377 Est. Cost $27.68 Unrealized +27.8%
HD The Home Depot Inc 0.6%
Value ($000) $1,158 Shares 6,203 Est. Cost $146.82 Unrealized +29.5%
LMT Lockheed Martin Corp 0.6%
Value ($000) $1,154 Shares 3,407 Est. Cost $262.99 Unrealized +27.3%
NVS Novartis AG ADR 0.6%
Value ($000) $1,122 Shares 13,619 Est. Cost $81.46 Unrealized
GOOGL Alphabet Inc A 0.5%
Value ($000) $1,077 Shares 927 Est. Cost $59.24 Unrealized +13.5%
T AT&T Inc 0.5%
Value ($000) $1,070 Shares 36,740 Est. Cost $15.44 Unrealized +17.7%
Unilever PLC ADR 0.5%
Value ($000) $1,066 Shares 21,094 Est. Cost $53.74 Unrealized
VCIT Vanguard Interm-Term Corp Bond ETF 0.5%
Value ($000) $1,060 Shares 12,174 Est. Cost $85.47 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $1,034 Shares 14,274 Est. Cost $81.23 Unrealized -6.4%
MCD McDonald's Corp 0.5%
Value ($000) $1,034 Shares 6,258 Est. Cost $141.04 Unrealized +21.8%
Invesco BulletShares 2020 Corporate Bond ETF 0.5%
Value ($000) $1,024 Shares 48,754 Est. Cost $21.21 Unrealized
QQQ PowerShares QQQ ETF 0.5%
Value ($000) $1,022 Shares 5,368 Est. Cost $172.00 Unrealized
BMY Bristol-Myers Squibb Co 0.5%
Value ($000) $1,015 Shares 18,213 Est. Cost $47.00 Unrealized +3.4%
SCHP Schwab US TIPS ETF 0.5%
Value ($000) $1,001 Shares 17,407 Est. Cost $56.93 Unrealized
CSCO Cisco Systems Inc 0.5%
Value ($000) $994 Shares 25,305 Est. Cost $30.17 Unrealized +21.6%
SCHE Schwab Emerging Markets Equity ETF 0.5%
Value ($000) $955 Shares 46,171 Est. Cost $25.72 Unrealized
SCHH Schwab US Real Estate ETF 0.5%
Value ($000) $947 Shares 28,949 Est. Cost $40.24 Unrealized
QCOM Qualcomm Inc 0.5%
Value ($000) $925 Shares 13,675 Est. Cost $50.95 Unrealized +41.2%
ABBV AbbVie Inc 0.5%
Value ($000) $923 Shares 12,119 Est. Cost $67.68 Unrealized -0.7%
GOOG Alphabet Inc C 0.5%
Value ($000) $919 Shares 791 Est. Cost $60.98 Unrealized +10.4%
PM Philip Morris International Inc 0.5%
Value ($000) $914 Shares 12,533 Est. Cost $66.10 Unrealized -8.1%
MU Micron Technology Inc 0.5%
Value ($000) $914 Shares 21,751 Est. Cost $41.08 Unrealized +23.5%
DEO Diageo PLC ADR 0.5%
Value ($000) $898 Shares 7,065 Est. Cost $142.91 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $897 Shares 23,627 Est. Cost $54.42 Unrealized -22.7%
BDX Becton Dickinson & Co 0.4%
Value ($000) $887 Shares 3,862 Est. Cost $189.33 Unrealized +18.8%
CVS CVS Health Corp 0.4%
Value ($000) $879 Shares 14,818 Est. Cost $52.02 Unrealized +6.3%
VWO Vanguard FTSE Emerging Markets ETF 0.4%
Value ($000) $877 Shares 26,168 Est. Cost $46.07 Unrealized
DUK Duke Energy Corp 0.4%
Value ($000) $875 Shares 10,829 Est. Cost $62.50 Unrealized +16.3%
CTRA CABOT OIL & GAS CORP COM 0.4%
Value ($000) $836 Shares 48,685 Est. Cost $12.00 Unrealized 0.0%
MDLZ Mondelez Intl A 0.4%
Value ($000) $831 Shares 16,594 Est. Cost $35.75 Unrealized +30.6%
IDV iShares International Select Dividend ETF 0.4%
Value ($000) $818 Shares 36,224 Est. Cost $32.31 Unrealized
VUG Vanguard Growth ETF 0.4%
Value ($000) $809 Shares 5,166 Est. Cost $141.88 Unrealized
NKE Nike Inc B 0.4%
Value ($000) $806 Shares 9,747 Est. Cost $72.20 Unrealized +19.0%
MO Altria Group Inc 0.4%
Value ($000) $798 Shares 20,646 Est. Cost $35.16 Unrealized -21.6%
BHP BHP Billiton LTD ADR 0.4%
Value ($000) $770 Shares 20,989 Est. Cost $45.91 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.4%
Value ($000) $746 Shares 35,582 Est. Cost $21.18 Unrealized
SBUX Starbucks Corp 0.4%
Value ($000) $746 Shares 11,357 Est. Cost $49.31 Unrealized +44.0%
Activision Blizzard Inc 0.4%
Value ($000) $722 Shares 12,140 Est. Cost $47.14 Unrealized
COST Costco Wholesale Corp 0.4%
Value ($000) $710 Shares 2,491 Est. Cost $183.37 Unrealized +51.5%
SONY SONY CORP SPONSORED ADR 0.4%
Value ($000) $708 Shares 11,975 Est. Cost $59.05 Unrealized
SYY Sysco Corp 0.3%
Value ($000) $677 Shares 14,838 Est. Cost $47.57 Unrealized +23.7%
GLW Corning Inc 0.3%
Value ($000) $661 Shares 32,189 Est. Cost $24.84 Unrealized -11.0%
NTR Nutrien LTD 0.3%
Value ($000) $641 Shares 18,893 Est. Cost $37.89 Unrealized -13.5%
GPK GRAPHIC PACKAGING HLDG CO COM 0.3%
Value ($000) $640 Shares 52,470 Est. Cost $15.19 Unrealized -3.0%
EQIX Equinix Inc 0.3%
Value ($000) $622 Shares 996 Est. Cost $349.39 Unrealized +53.4%
BA Boeing Co 0.3%
Value ($000) $616 Shares 4,132 Est. Cost $262.91 Unrealized +3.8%
Raytheon Co 0.3%
Value ($000) $602 Shares 4,597 Est. Cost $186.32 Unrealized
CRM Salesforce.com Inc 0.3%
Value ($000) $601 Shares 4,181 Est. Cost $169.39 Unrealized 0.0%
WY Weyerhaeuser Co 0.3%
Value ($000) $585 Shares 34,514 Est. Cost $24.00 Unrealized -11.8%
AMT American Tower Corp 0.3%
Value ($000) $585 Shares 2,688 Est. Cost $117.11 Unrealized +68.4%
VTV Vanguard Value ETF 0.3%
Value ($000) $574 Shares 6,450 Est. Cost $104.34 Unrealized
SPHQ PowerShares S&P 500 Quality ETF 0.3%
Value ($000) $571 Shares 19,097 Est. Cost $30.21 Unrealized
RH RH 0.3%
Value ($000) $561 Shares 5,589 Est. Cost $97.64 Unrealized +90.9%
XLF Financial Select Sector SPDR ETF 0.3%
Value ($000) $559 Shares 26,873 Est. Cost $29.21 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $552 Shares 2,144 Est. Cost $260.75 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.3%
Value ($000) $545 Shares 6,459 Est. Cost $82.67 Unrealized +4.2%
WPC W.P. Carey Inc 0.3%
Value ($000) $544 Shares 9,370 Est. Cost $65.36 Unrealized
OSK Oshkosh Corp 0.3%
Value ($000) $540 Shares 8,400 Est. Cost $68.46 Unrealized +3.7%
SBAC SBA Communications Corp A 0.3%
Value ($000) $539 Shares 1,997 Est. Cost $147.24 Unrealized +66.1%
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $538 Shares 16,139 Est. Cost $43.33 Unrealized
Annaly Capital Management Inc 0.3%
Value ($000) $529 Shares 104,468 Est. Cost $10.46 Unrealized
EXPE Expedia Inc 0.3%
Value ($000) $527 Shares 9,370 Est. Cost $94.97 Unrealized 0.0%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.3%
Value ($000) $524 Shares 25,325 Est. Cost $20.69 Unrealized
XLV Health Care Select Sector SPDR ETF 0.3%
Value ($000) $523 Shares 5,906 Est. Cost $89.85 Unrealized
JJSF J&J Snack Foods Corp 0.3%
Value ($000) $513 Shares 4,244 Est. Cost $135.12 Unrealized +6.2%
PYPL PayPal Holdings Inc 0.3%
Value ($000) $503 Shares 5,254 Est. Cost $105.99 Unrealized +3.9%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $500 Shares 1,938 Est. Cost $266.24 Unrealized
EA Electronic Arts Inc 0.2%
Value ($000) $495 Shares 4,945 Est. Cost $111.13 Unrealized -7.9%
SLB Schlumberger LTD 0.2%
Value ($000) $492 Shares 36,484 Est. Cost $32.67 Unrealized -22.6%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADS 0.2%
Value ($000) $479 Shares 9,025 Est. Cost $69.43 Unrealized
CWB SPDR Bloomberg Barclays Convertible Securities ETF 0.2%
Value ($000) $477 Shares 9,974 Est. Cost $51.65 Unrealized
DIS Walt Disney Co 0.2%
Value ($000) $475 Shares 4,921 Est. Cost $125.55 Unrealized -1.6%
NVDA NVIDIA Corp 0.2%
Value ($000) $475 Shares 1,802 Est. Cost $5.18 Unrealized +21.4%
SCHM Schwab US Mid-Cap ETF 0.2%
Value ($000) $454 Shares 10,776 Est. Cost $50.51 Unrealized
LULU Lululemon Athletica Inc 0.2%
Value ($000) $448 Shares 2,365 Est. Cost $82.09 Unrealized +172.6%
Dunkin Brands Group Inc 0.2%
Value ($000) $448 Shares 8,450 Est. Cost $66.55 Unrealized
ENB Enbridge Inc 0.2%
Value ($000) $434 Shares 14,929 Est. Cost $22.99 Unrealized +8.7%
CHRW C.H. Robinson Worldwide Inc 0.2%
Value ($000) $424 Shares 6,414 Est. Cost $74.37 Unrealized -16.1%
IJR iShares S&P Small-Cap ETF 0.2%
Value ($000) $424 Shares 7,562 Est. Cost $76.55 Unrealized
PEP Pepsico Inc 0.2%
Value ($000) $421 Shares 3,506 Est. Cost $90.68 Unrealized +24.4%
LFUS Littelfuse Inc 0.2%
Value ($000) $421 Shares 3,162 Est. Cost $187.20 Unrealized -10.6%
Total SA ADR 0.2%
Value ($000) $401 Shares 10,769 Est. Cost $37.24 Unrealized
PRLB Proto Labs Inc 0.2%
Value ($000) $400 Shares 5,263 Est. Cost $108.27 Unrealized -14.4%
BABA Alibaba Group Holding LTD ADR 0.2%
Value ($000) $397 Shares 2,045 Est. Cost $176.16 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $396 Shares 7,425 Est. Cost $67.87 Unrealized
SSD Simpson Manufacturing 0.2%
Value ($000) $392 Shares 6,337 Est. Cost $57.06 Unrealized +30.0%
OLLI Ollies Bargain Outlet Hldgs Inc 0.2%
Value ($000) $391 Shares 8,450 Est. Cost $66.21 Unrealized -22.6%
KOP Koppers Holdings Inc 0.2%
Value ($000) $391 Shares 31,637 Est. Cost $39.18 Unrealized -36.5%
MRK Merck & Co Inc 0.2%
Value ($000) $388 Shares 5,048 Est. Cost $43.06 Unrealized +51.2%
ETN Eaton Corp PLC 0.2%
Value ($000) $384 Shares 4,954 Est. Cost $69.82 Unrealized +18.4%
MDT Medtronic PLC 0.2%
Value ($000) $382 Shares 4,239 Est. Cost $67.37 Unrealized +33.8%
FXL First Trust Technology AlphaDEX ETF 0.2%
Value ($000) $379 Shares 6,391 Est. Cost $59.39 Unrealized
MUB iShares National Muni Bond ETF 0.2%
Value ($000) $375 Shares 3,325 Est. Cost $112.78 Unrealized
IYR iShares US Real Estate ETF 0.2%
Value ($000) $374 Shares 5,387 Est. Cost $78.08 Unrealized
VYM Vanguard High Dividend Yield Index 0.2%
Value ($000) $371 Shares 5,256 Est. Cost $82.96 Unrealized
MNRO Monro Muffler Brakes Inc 0.2%
Value ($000) $370 Shares 8,463 Est. Cost $62.85 Unrealized -3.6%
iShares Gold Trust ETF 0.2%
Value ($000) $365 Shares 24,256 Est. Cost $12.81 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $364 Shares 11,831 Est. Cost $40.98 Unrealized 0.0%
NOW ServiceNow Inc 0.2%
Value ($000) $361 Shares 1,262 Est. Cost $35.79 Unrealized +74.7%
TSCO Tractor Supply Co 0.2%
Value ($000) $358 Shares 4,238 Est. Cost $14.46 Unrealized +13.1%
SYK Stryker Corp 0.2%
Value ($000) $351 Shares 2,112 Est. Cost $172.97 Unrealized +6.0%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $351 Shares 1,239 Est. Cost $310.51 Unrealized 0.0%
CPRT COPART INC COM 0.2%
Value ($000) $346 Shares 5,054 Est. Cost $22.25 Unrealized 0.0%
John Hancock Multifactor Healthcare ETF 0.2%
Value ($000) $339 Shares 10,411 Est. Cost $32.21 Unrealized
IVW iShares S&P 500 Growth ETF 0.2%
Value ($000) $337 Shares 2,047 Est. Cost $159.02 Unrealized
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $333 Shares 4,129 Est. Cost $69.88 Unrealized +20.2%
SJM JM Smucker Co 0.2%
Value ($000) $332 Shares 2,998 Est. Cost $87.02 Unrealized +1.4%
DBP PowerShares DB Precious Metals ETF 0.2%
Value ($000) $332 Shares 8,159 Est. Cost $40.93 Unrealized
ALC ALCON INC ORD SHS 0.2%
Value ($000) $327 Shares 6,435 Est. Cost $59.11 Unrealized -4.1%
DLTR DOLLAR TREE INC COM 0.2%
Value ($000) $320 Shares 4,365 Est. Cost $85.14 Unrealized 0.0%
VPL Vanguard FTSE Pacific ETF 0.2%
Value ($000) $319 Shares 5,788 Est. Cost $72.58 Unrealized
IAA INC COM 0.2%
Value ($000) $315 Shares 10,538 Est. Cost $43.55 Unrealized
EOG EOG Resources Inc 0.2%
Value ($000) $315 Shares 8,790 Est. Cost $49.68 Unrealized 0.0%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $314 Shares 3,176 Est. Cost $121.44 Unrealized
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $314 Shares 3,262 Est. Cost $109.80 Unrealized
CME CME Group Inc A 0.2%
Value ($000) $313 Shares 1,810 Est. Cost $142.48 Unrealized +12.0%
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $305 Shares 7,053 Est. Cost $57.97 Unrealized
BR Broadridge Financial Solutions Inc 0.2%
Value ($000) $303 Shares 3,200 Est. Cost $76.08 Unrealized +35.6%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2%
Value ($000) $299 Shares 2,732 Est. Cost $158.68 Unrealized
XMLV Invesco S&P Mid-Cap Low Volatility ETF 0.1%
Value ($000) $296 Shares 7,434 Est. Cost $47.08 Unrealized
MAIN Main Street Capital Corp 0.1%
Value ($000) $296 Shares 14,469 Est. Cost $41.59 Unrealized -10.0%
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $291 Shares 1,845 Est. Cost $190.86 Unrealized
FNCL Fidelity MSCI Financials ETF 0.1%
Value ($000) $291 Shares 9,914 Est. Cost $38.16 Unrealized
MCO Moody's Corporation 0.1%
Value ($000) $289 Shares 1,368 Est. Cost $154.93 Unrealized +49.3%
CBOE CBOE Global Markets Inc 0.1%
Value ($000) $282 Shares 3,165 Est. Cost $95.10 Unrealized +8.8%
IEI iShares 3-7 Treasury Bond ETF 0.1%
Value ($000) $280 Shares 2,101 Est. Cost $122.30 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $279 Shares 13,215 Est. Cost $21.33 Unrealized
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $272 Shares 1 Est. Cost $284799.47 Unrealized +11.9%
THRM Gentherm Inc 0.1%
Value ($000) $265 Shares 8,463 Est. Cost $37.88 Unrealized +12.7%
FOXF Fox Factory Holding Corp 0.1%
Value ($000) $265 Shares 6,325 Est. Cost $65.00 Unrealized -2.9%
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $264 Shares 4,863 Est. Cost $54.29 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $252 Shares 1,029 Est. Cost $182.65 Unrealized +43.0%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $247 Shares 2,392 Est. Cost $103.26 Unrealized
EMB iShares Emerging Markets Bond ETF 0.1%
Value ($000) $243 Shares 2,513 Est. Cost $108.12 Unrealized
SNA Snap-on Inc 0.1%
Value ($000) $231 Shares 2,125 Est. Cost $132.29 Unrealized -4.4%
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $229 Shares 10,805 Est. Cost $27.37 Unrealized +16.3%
VNQ Vanguard REIT ETF 0.1%
Value ($000) $212 Shares 3,046 Est. Cost $82.54 Unrealized
INCY Incyte Corp 0.1%
Value ($000) $206 Shares 2,820 Est. Cost $76.89 Unrealized -1.8%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $205 Shares 472 Est. Cost $489.07 Unrealized 0.0%
John Hancock Multifactor Energy ETF 0.1%
Value ($000) $116 Shares 11,590 Est. Cost $24.95 Unrealized
Retail Properties of America 0.0%
Value ($000) $87 Shares 16,837 Est. Cost $13.45 Unrealized
CLF Cliffs Natural Resources Inc 0.0%
Value ($000) $53 Shares 13,471 Est. Cost $6.19 Unrealized 0.0%
ServiceSource International Inc 0.0%
Value ($000) $12 Shares 14,250 Est. Cost $0.84 Unrealized
Oasis Petroleum Inc 0.0%
Value ($000) $5 Shares 14,500 Est. Cost $2.56 Unrealized
Palatin Technologies Inc 0.0%
Value ($000) $5 Shares 12,000 Est. Cost $0.75 Unrealized