Keebeck Wealth Management Diversified Active

CIK: 0001803675 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 6, 2020

Total Value ($000): $316,204 (100.0% shares, 0.0% debt)

Holdings (369)

VGT Vanguard World FDS Vanguard Information Technology ETF 8.5%
Value ($000) $26,903 Shares 96,527 Est. Cost $244.84 Unrealized
DVY iShares TR Select Divid ETF FD 8.5%
Value ($000) $26,880 Shares 333,011 Est. Cost $105.66 Unrealized
PFF iShares TR S&P U S PFD STK Index FD 4.8%
Value ($000) $15,024 Shares 433,725 Est. Cost $34.51 Unrealized
SPY SPDR S&P 500 ETF TR TR Unit 4.5%
Value ($000) $14,343 Shares 46,311 Est. Cost $322.34 Unrealized
AAPL Apple 3.8%
Value ($000) $12,054 Shares 33,043 Est. Cost $62.67 Unrealized +19.8%
XLY Select Sector SPDR TR Consumer Discretionary Transn To 3.7%
Value ($000) $11,726 Shares 91,821 Est. Cost $125.42 Unrealized
XLV Select Sector SPDR TR Health Care 2.6%
Value ($000) $8,349 Shares 83,435 Est. Cost $102.44 Unrealized
MSFT Microsoft 2.6%
Value ($000) $8,197 Shares 40,282 Est. Cost $141.81 Unrealized +22.0%
IWM iShares TR Russell 2000 Index FD 2.0%
Value ($000) $6,333 Shares 44,237 Est. Cost $140.82 Unrealized
VHT Vanguard World FDS Vanguard Health Care ETF 1.7%
Value ($000) $5,487 Shares 28,481 Est. Cost $192.65 Unrealized
AMZN Amazon Com Inc 1.7%
Value ($000) $5,473 Shares 1,984 Est. Cost $88.51 Unrealized +36.5%
VTV Vanguard Index FDS Vanguard Value ETF 1.7%
Value ($000) $5,247 Shares 52,690 Est. Cost $106.34 Unrealized
IWF iShares TR Russell 1000 Growth Index FD 1.5%
Value ($000) $4,757 Shares 24,783 Est. Cost $174.37 Unrealized
INTC Intel 1.4%
Value ($000) $4,575 Shares 76,469 Est. Cost $49.38 Unrealized +7.7%
XLI Select Sector SPDR TR Indl 1.3%
Value ($000) $4,220 Shares 61,440 Est. Cost $81.47 Unrealized
VFH Vanguard World FDS Vanguard Finls ETF 1.2%
Value ($000) $3,905 Shares 68,270 Est. Cost $76.28 Unrealized
PG Procter & Gamble 1.1%
Value ($000) $3,626 Shares 30,333 Est. Cost $105.24 Unrealized -3.5%
IGF iShares TR Global Infrastructure ETF Index FD 1.1%
Value ($000) $3,553 Shares 92,800 Est. Cost $47.91 Unrealized
VIS Vanguard World FDS Vanguard Indls ETF 1.1%
Value ($000) $3,493 Shares 26,888 Est. Cost $153.85 Unrealized
NFLX Netflix Inc Com 1.1%
Value ($000) $3,457 Shares 7,599 Est. Cost $29.65 Unrealized +43.6%
IBB iShares TR Nasdaq Biotechnology ETF 1.1%
Value ($000) $3,376 Shares 24,704 Est. Cost $121.77 Unrealized
JPM JPMorgan Chase 0.9%
Value ($000) $2,981 Shares 31,699 Est. Cost $108.10 Unrealized -24.4%
ABT Abbott Labs Com 0.9%
Value ($000) $2,908 Shares 31,817 Est. Cost $75.65 Unrealized +8.3%
META Facebook Inc CL A 0.9%
Value ($000) $2,868 Shares 12,633 Est. Cost $192.35 Unrealized +7.8%
QQQ Invesco QQQ TR Unit Ser 1 0.9%
Value ($000) $2,739 Shares 11,046 Est. Cost $243.72 Unrealized
Viacomcbs Inc Class B 0.8%
Value ($000) $2,637 Shares 111,927 Est. Cost $19.06 Unrealized
RSG Republic SVCS Inc Com 0.8%
Value ($000) $2,556 Shares 31,000 Est. Cost $80.04 Unrealized -6.9%
VDC Vanguard World FDS Vanguard Consumer Staples ETF 0.8%
Value ($000) $2,398 Shares 16,033 Est. Cost $161.16 Unrealized
PINS Pinterest Inc CL A 0.8%
Value ($000) $2,391 Shares 107,876 Est. Cost $21.59 Unrealized -9.6%
SKYY First TR Exchange-Traded FD II Ise Cloud Computing Index FD 0.7%
Value ($000) $2,358 Shares 31,655 Est. Cost $60.36 Unrealized
BDX Becton Dickinson & Co 0.7%
Value ($000) $2,337 Shares 9,769 Est. Cost $226.06 Unrealized -2.5%
LMT Lockheed Martin Corp Com 0.7%
Value ($000) $2,206 Shares 6,047 Est. Cost $331.45 Unrealized -2.3%
IVV iShares TR Core S&P 500 ETF 0.7%
Value ($000) $2,146 Shares 6,932 Est. Cost $301.93 Unrealized
FDN First TR Exchange Traded FD Dow Jones Internet Index FD 0.7%
Value ($000) $2,138 Shares 12,541 Est. Cost $139.09 Unrealized
ZTS Zoetis Inc CL A 0.6%
Value ($000) $1,998 Shares 14,580 Est. Cost $118.33 Unrealized +5.2%
TXN Texas Instruments Inc 0.6%
Value ($000) $1,984 Shares 15,634 Est. Cost $103.40 Unrealized -3.8%
T AT&T 0.6%
Value ($000) $1,950 Shares 64,530 Est. Cost $18.35 Unrealized -15.6%
ABBV Abbvie Inc Com 0.6%
Value ($000) $1,910 Shares 19,458 Est. Cost $70.50 Unrealized 0.0%
VOO Vanguard Index FDS S&P 500 ETF SHS New 0.6%
Value ($000) $1,841 Shares 6,463 Est. Cost $244.50 Unrealized
VUG Vanguard Index FDS Vanguard Growth ETF 0.6%
Value ($000) $1,831 Shares 9,061 Est. Cost $182.08 Unrealized
ISRG Intuitive Surgical Inc Com New 0.6%
Value ($000) $1,789 Shares 3,140 Est. Cost $179.26 Unrealized 0.0%
RTX Raytheon Technologies Corp Com 0.5%
Value ($000) $1,723 Shares 27,985 Est. Cost $54.61 Unrealized 0.0%
LOW Lowes Cos Inc Com 0.5%
Value ($000) $1,676 Shares 12,416 Est. Cost $101.66 Unrealized +1.6%
ORLY O Reilly Automotive Inc New Com 0.5%
Value ($000) $1,660 Shares 3,939 Est. Cost $28.61 Unrealized -8.6%
EMLP First TR Exchange-Traded FD IV North Amern Energy Infrastructure FD 0.5%
Value ($000) $1,622 Shares 81,345 Est. Cost $25.48 Unrealized
UNH UnitedHealth Group 0.5%
Value ($000) $1,606 Shares 5,449 Est. Cost $246.46 Unrealized +5.9%
ET Energy Transfer Equity LP Com Units Repstg LTD Partnership Int 0.5%
Value ($000) $1,592 Shares 223,630 Est. Cost $7.66 Unrealized
IWN iShares TR Russell 2000 Value Index FD 0.5%
Value ($000) $1,434 Shares 14,720 Est. Cost $109.41 Unrealized
HD Home Depot 0.4%
Value ($000) $1,399 Shares 5,592 Est. Cost $194.69 Unrealized +2.6%
GEN Nortonlifelock Inc 0.4%
Value ($000) $1,389 Shares 70,050 Est. Cost $12.38 Unrealized +45.8%
ADP Automatic Data Processing Inc Com 0.4%
Value ($000) $1,364 Shares 9,112 Est. Cost $145.09 Unrealized -12.5%
HON Honeywell Intl Inc Com 0.4%
Value ($000) $1,356 Shares 9,382 Est. Cost $141.37 Unrealized -16.6%
WMT Wal-Mart 0.4%
Value ($000) $1,351 Shares 11,287 Est. Cost $36.12 Unrealized +5.4%
NSC Norfolk Southern Corp 0.4%
Value ($000) $1,323 Shares 7,538 Est. Cost $165.56 Unrealized -8.8%
NVDA Nvidia Corp Com 0.4%
Value ($000) $1,202 Shares 3,165 Est. Cost $5.92 Unrealized +36.2%
V Visa Inc Com CL A 0.4%
Value ($000) $1,195 Shares 6,192 Est. Cost $176.31 Unrealized -0.4%
MCD McDonald's 0.4%
Value ($000) $1,159 Shares 6,284 Est. Cost $171.89 Unrealized -6.3%
USFD US Foods Holding Corp 0.3%
Value ($000) $1,081 Shares 54,820 Est. Cost $19.12 Unrealized 0.0%
Physicians RLTY TR Com 0.3%
Value ($000) $1,071 Shares 61,145 Est. Cost $18.09 Unrealized
PAYX Paychex Inc Com 0.3%
Value ($000) $1,067 Shares 14,098 Est. Cost $70.68 Unrealized -16.6%
XLP Select Sector SPDR TR Consumer Staples 0.3%
Value ($000) $1,066 Shares 18,179 Est. Cost $62.97 Unrealized
AMT American Tower REIT Com 0.3%
Value ($000) $1,060 Shares 4,089 Est. Cost $193.45 Unrealized +8.8%
CSCO Cisco Systems 0.3%
Value ($000) $1,030 Shares 22,098 Est. Cost $37.93 Unrealized -2.4%
SYK Stryker Corp 0.3%
Value ($000) $1,002 Shares 5,545 Est. Cost $179.95 Unrealized -3.5%
MMM 3M 0.3%
Value ($000) $976 Shares 6,257 Est. Cost $111.76 Unrealized -8.4%
MPT Medical PPTYS TR Inc Com 0.3%
Value ($000) $953 Shares 49,921 Est. Cost $19.09 Unrealized
BOX Box Inc CL A 0.3%
Value ($000) $944 Shares 45,500 Est. Cost $15.74 Unrealized +11.5%
DIS Walt Disney 0.3%
Value ($000) $938 Shares 8,419 Est. Cost $135.71 Unrealized -20.5%
GD General Dynamics Corp Com 0.3%
Value ($000) $918 Shares 6,146 Est. Cost $155.87 Unrealized -20.2%
EPD Enterprise Prods Partners L P Com Unit 0.3%
Value ($000) $908 Shares 50,000 Est. Cost $14.30 Unrealized
FCX Freeport-Mcmoran Copper & Gold Inc CL B 0.3%
Value ($000) $900 Shares 77,860 Est. Cost $8.58 Unrealized 0.0%
CVX Chevron Corp. 0.3%
Value ($000) $898 Shares 10,072 Est. Cost $81.60 Unrealized -14.4%
GOOGL Alphabet Inc Cap STK CL A 0.3%
Value ($000) $882 Shares 622 Est. Cost $64.06 Unrealized +4.5%
XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD 0.3%
Value ($000) $872 Shares 25,054 Est. Cost $38.66 Unrealized
SCHB Schwab US Broad Market ETF 0.3%
Value ($000) $869 Shares 11,828 Est. Cost $73.47 Unrealized
PM Philip Morris Intl Inc Com 0.3%
Value ($000) $853 Shares 11,979 Est. Cost $57.83 Unrealized -5.3%
JNJ Johnson & Johnson 0.3%
Value ($000) $844 Shares 6,003 Est. Cost $114.66 Unrealized +8.3%
MO Altria Group Inc Com 0.3%
Value ($000) $844 Shares 21,063 Est. Cost $26.97 Unrealized -7.5%
NEE Nextera Energy Inc Com 0.3%
Value ($000) $841 Shares 3,503 Est. Cost $50.17 Unrealized +3.6%
RSP Invesco Exchange Traded FD TR S&P 500 Equal Weight ETF 0.3%
Value ($000) $831 Shares 8,173 Est. Cost $115.71 Unrealized
APD Air Prods & Chems Inc Com 0.3%
Value ($000) $802 Shares 3,306 Est. Cost $194.15 Unrealized +2.3%
XLF Select Sector SPDR TR Financial 0.3%
Value ($000) $797 Shares 34,459 Est. Cost $30.78 Unrealized
ACN Accenture PLC Ireland Class SHS 0.2%
Value ($000) $775 Shares 3,615 Est. Cost $177.00 Unrealized -1.3%
NOC Northrop Grumman Corp Com 0.2%
Value ($000) $768 Shares 2,503 Est. Cost $313.55 Unrealized -4.8%
BAC Bank of America 0.2%
Value ($000) $766 Shares 32,278 Est. Cost $27.79 Unrealized -26.0%
IJR iShares TR Core S&P Small-Cap ETF 0.2%
Value ($000) $752 Shares 11,020 Est. Cost $68.24 Unrealized
KO Coca-Cola 0.2%
Value ($000) $735 Shares 16,310 Est. Cost $44.57 Unrealized -13.1%
MRK Merck & Co Inc New Com 0.2%
Value ($000) $722 Shares 9,269 Est. Cost $66.33 Unrealized -5.2%
CHWY Chewy Inc CL A 0.2%
Value ($000) $711 Shares 15,930 Est. Cost $27.82 Unrealized +56.8%
BlackRock Inc Com 0.2%
Value ($000) $663 Shares 1,220 Est. Cost $502.46 Unrealized
VLO Valero Energy Corp New Com 0.2%
Value ($000) $658 Shares 11,200 Est. Cost $64.67 Unrealized -26.2%
KLAC Kla-Tencor Corp Com 0.2%
Value ($000) $657 Shares 3,385 Est. Cost $155.57 Unrealized +3.0%
ETN Eaton Corp PLC SHS 0.2%
Value ($000) $651 Shares 7,453 Est. Cost $79.69 Unrealized -6.2%
LLY Eli Lilly & Co Com 0.2%
Value ($000) $638 Shares 3,895 Est. Cost $123.58 Unrealized +16.4%
CCI Crown Castle Intl Corp New Com 0.2%
Value ($000) $634 Shares 3,793 Est. Cost $125.06 Unrealized 0.0%
SBUX Starbucks Corp Com 0.2%
Value ($000) $618 Shares 8,399 Est. Cost $70.71 Unrealized -6.2%
BAX Baxter Intl Inc Com 0.2%
Value ($000) $613 Shares 7,102 Est. Cost $73.38 Unrealized +5.8%
NKE Nike Inc Class B 0.2%
Value ($000) $613 Shares 6,245 Est. Cost $86.25 Unrealized -0.9%
ADI Analog Devices Inc Com 0.2%
Value ($000) $610 Shares 4,975 Est. Cost $99.53 Unrealized -0.2%
Twitter Inc Com 0.2%
Value ($000) $604 Shares 20,300 Est. Cost $29.75 Unrealized
DLR Digital RLTY TR Inc Com 0.2%
Value ($000) $600 Shares 4,224 Est. Cost $116.37 Unrealized 0.0%
ICE Intercontinental Exchange Group Inc Com 0.2%
Value ($000) $599 Shares 6,549 Est. Cost $84.67 Unrealized +0.6%
Seattle Genetics Inc Com 0.2%
Value ($000) $594 Shares 3,500 Est. Cost $169.71 Unrealized
XOM ExxonMobil 0.2%
Value ($000) $581 Shares 13,000 Est. Cost $52.07 Unrealized -33.1%
Te Connectivity LTD Reg SHS 0.2%
Value ($000) $578 Shares 7,097 Est. Cost $78.99 Unrealized
CCL Carnival Corp Paired CTF 1 Com Carnival Corp & 1 TR SH Ben Int P&o Princess SPL VTG TR 0.2%
Value ($000) $575 Shares 35,060 Est. Cost $14.98 Unrealized 0.0%
CHRW C H Robinson Worldwide Inc Com New 0.2%
Value ($000) $555 Shares 7,030 Est. Cost $68.67 Unrealized -3.8%
MA Mastercard Inc CL A Com 0.2%
Value ($000) $555 Shares 1,881 Est. Cost $275.02 Unrealized -0.6%
CMCSA Comcast Corp CL A 0.2%
Value ($000) $546 Shares 13,935 Est. Cost $35.30 Unrealized -7.2%
AEP American Electric Power Co 0.2%
Value ($000) $542 Shares 6,817 Est. Cost $74.24 Unrealized -10.3%
Kellogg Co Com 0.2%
Value ($000) $541 Shares 8,200 Est. Cost $48.55 Unrealized +1.9%
EQIX Equinix Inc Com Par 0.001 0.2%
Value ($000) $535 Shares 763 Est. Cost $608.81 Unrealized 0.0%
XLU Select Sector SPDR TR Utils 0.2%
Value ($000) $528 Shares 9,361 Est. Cost $64.56 Unrealized
GM General MTRS Co Com 0.2%
Value ($000) $506 Shares 20,000 Est. Cost $34.37 Unrealized -31.7%
USMV iShares TR MSCI USA Minimum Volatility ETF 0.2%
Value ($000) $493 Shares 8,142 Est. Cost $64.01 Unrealized
Maxim Integrated Products Inc 0.2%
Value ($000) $491 Shares 8,117 Est. Cost $55.98 Unrealized
BMY Bristol Myers Squibb Co Com 0.2%
Value ($000) $488 Shares 8,306 Est. Cost $47.92 Unrealized 0.0%
UNP Union Pacific Corp Com 0.2%
Value ($000) $488 Shares 2,887 Est. Cost $148.79 Unrealized -4.9%
CME Cme Group Inc Com 0.1%
Value ($000) $456 Shares 2,806 Est. Cost $162.02 Unrealized -10.9%
MCO Moodys Corp Com 0.1%
Value ($000) $443 Shares 1,615 Est. Cost $242.42 Unrealized 0.0%
PNC PNC Finl SVCS Group Inc Com 0.1%
Value ($000) $441 Shares 4,200 Est. Cost $85.95 Unrealized 0.0%
NOW Servicenow Inc Com 0.1%
Value ($000) $437 Shares 1,080 Est. Cost $70.61 Unrealized 0.0%
BIIB Biogen Idec Inc Com 0.1%
Value ($000) $404 Shares 1,512 Est. Cost $303.47 Unrealized -0.9%
PEG Public SVC Enterprise Group Inc Com 0.1%
Value ($000) $398 Shares 8,106 Est. Cost $49.14 Unrealized -16.3%
AVGO Broadcom Inc Com 0.1%
Value ($000) $394 Shares 1,249 Est. Cost $24.52 Unrealized 0.0%
MGM MGM Resorts Intl Com 0.1%
Value ($000) $391 Shares 23,300 Est. Cost $16.13 Unrealized 0.0%
MDT Medtronic PLC SHS 0.1%
Value ($000) $377 Shares 4,096 Est. Cost $91.34 Unrealized -10.5%
Draftkings Inc CL A 0.1%
Value ($000) $374 Shares 11,245 Est. Cost $33.26 Unrealized
VBK Vanguard Index FDS Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $366 Shares 1,835 Est. Cost $198.67 Unrealized
STZ Constellation Brands Inc CL A 0.1%
Value ($000) $360 Shares 2,060 Est. Cost $161.18 Unrealized -5.8%
IEMG iShares Inc Core MSCI Emerging MKTS ETF 0.1%
Value ($000) $358 Shares 7,531 Est. Cost $53.76 Unrealized
FSLR First Solar Inc Com 0.1%
Value ($000) $346 Shares 7,000 Est. Cost $44.60 Unrealized 0.0%
GOOG Alphabet Inc Cap STK CL C 0.1%
Value ($000) $342 Shares 242 Est. Cost $64.05 Unrealized +4.6%
AWK American WTR WKS Co Inc New Com 0.1%
Value ($000) $321 Shares 2,500 Est. Cost $108.00 Unrealized +3.6%
AMGN Amgen Inc Com 0.1%
Value ($000) $320 Shares 1,358 Est. Cost $182.42 Unrealized +5.1%
AXON Axon Enterprise Inc Com Stock 0.1%
Value ($000) $320 Shares 3,265 Est. Cost $80.85 Unrealized 0.0%
GPC Genuine Parts Co 0.1%
Value ($000) $319 Shares 3,641 Est. Cost $86.19 Unrealized -21.9%
KIE SPDR Ser TR S&P Ins ETF 0.1%
Value ($000) $312 Shares 11,421 Est. Cost $35.43 Unrealized
Envestnet Inc Com 0.1%
Value ($000) $309 Shares 4,215 Est. Cost $54.18 Unrealized
ULTA Ulta Salon Cosmetics & Fragrance Inc Com 0.1%
Value ($000) $307 Shares 1,510 Est. Cost $249.33 Unrealized -13.8%
VAW Vanguard World FDS Vanguard Matls ETF 0.1%
Value ($000) $303 Shares 2,516 Est. Cost $133.97 Unrealized
Reaves Util Income FD Com SH Ben Int 0.1%
Value ($000) $301 Shares 10,000 Est. Cost $30.10 Unrealized
IWD iShares TR Russell 1000 Value ETF 0.1%
Value ($000) $283 Shares 2,517 Est. Cost $118.40 Unrealized
ZM Zoom Video Communications Inc CL A 0.1%
Value ($000) $278 Shares 1,100 Est. Cost $179.93 Unrealized 0.0%
CXW Corecivic Inc 0.1%
Value ($000) $278 Shares 29,760 Est. Cost $11.40 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $269 Shares 743 Est. Cost $298.40 Unrealized +10.7%
SPGI S&P Global Inc 0.1%
Value ($000) $235 Shares 716 Est. Cost $287.01 Unrealized 0.0%
XLB Select Sector SPDR TR Matls 0.1%
Value ($000) $232 Shares 4,118 Est. Cost $61.36 Unrealized
BRK/B Berkshire Hathaway Inc Del CL B New 0.1%
Value ($000) $231 Shares 1,295 Est. Cost $215.41 Unrealized -15.2%
DOV Dover Corp Com 0.1%
Value ($000) $226 Shares 2,345 Est. Cost $85.58 Unrealized 0.0%
PYPL Paypal HLDGS Inc Com 0.1%
Value ($000) $223 Shares 1,285 Est. Cost $137.88 Unrealized 0.0%
IWC iShares Micro Cap ETF 0.1%
Value ($000) $222 Shares 2,550 Est. Cost $87.06 Unrealized
VZ Verizon 0.1%
Value ($000) $221 Shares 4,019 Est. Cost $42.70 Unrealized -4.6%
ALT Altimmune Inc Com New 0.1%
Value ($000) $214 Shares 20,000 Est. Cost $5.49 Unrealized 0.0%
GS Goldman Sachs Group Inc Com 0.1%
Value ($000) $210 Shares 1,063 Est. Cost $184.80 Unrealized -11.2%
CG Carlyle Group Inc Com 0.1%
Value ($000) $196 Shares 7,057 Est. Cost $21.31 Unrealized 0.0%
WM Waste MGMT Inc Del Com 0.1%
Value ($000) $185 Shares 1,751 Est. Cost $92.14 Unrealized 0.0%
PHM Pultegroup Inc Com 0.1%
Value ($000) $184 Shares 5,409 Est. Cost $28.36 Unrealized 0.0%
GILD Gilead Sciences Inc 0.1%
Value ($000) $184 Shares 2,393 Est. Cost $61.47 Unrealized 0.0%
ILMN Illumina Inc Com 0.1%
Value ($000) $179 Shares 485 Est. Cost $321.78 Unrealized 0.0%
PFE Pfizer 0.1%
Value ($000) $177 Shares 5,428 Est. Cost $25.99 Unrealized 0.0%
RRX Regal Beloit Corp Wisconsin 0.1%
Value ($000) $175 Shares 2,000 Est. Cost $74.94 Unrealized 0.0%
CMI Cummins Inc 0.1%
Value ($000) $164 Shares 952 Est. Cost $139.25 Unrealized 0.0%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $158 Shares 2,010 Est. Cost $78.61 Unrealized
ADBE Adobe SYS Inc Com 0.0%
Value ($000) $153 Shares 352 Est. Cost $370.53 Unrealized 0.0%
URI United Rentals Inc Com 0.0%
Value ($000) $149 Shares 1,000 Est. Cost $122.87 Unrealized 0.0%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $145 Shares 3,440 Est. Cost $42.15 Unrealized
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $143 Shares 5,600 Est. Cost $23.98 Unrealized 0.0%
Activision Blizzard Inc Com 0.0%
Value ($000) $143 Shares 1,890 Est. Cost $75.66 Unrealized
ORCL Oracle Corp Com 0.0%
Value ($000) $139 Shares 2,521 Est. Cost $48.99 Unrealized 0.0%
VBR Vanguard Index FDS Vanguard Small-Cap Value ETF 0.0%
Value ($000) $138 Shares 1,299 Est. Cost $106.24 Unrealized
DOCU Docusign Inc Com 0.0%
Value ($000) $135 Shares 784 Est. Cost $126.03 Unrealized 0.0%
PEP Pepsico Inc Com 0.0%
Value ($000) $131 Shares 997 Est. Cost $110.78 Unrealized 0.0%
XLC Select Sector SPDR TR Communication SVCS Select Sector SPDR FD 0.0%
Value ($000) $130 Shares 2,408 Est. Cost $53.99 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $129 Shares 2,150 Est. Cost $51.23 Unrealized 0.0%
AMLP Alps ETF TR Alerian MLP ETF New 0.0%
Value ($000) $123 Shares 5,000 Est. Cost $24.60 Unrealized
LHX L3harris Technologies Inc Com 0.0%
Value ($000) $119 Shares 704 Est. Cost $167.75 Unrealized 0.0%
VIG Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF 0.0%
Value ($000) $117 Shares 1,000 Est. Cost $117.00 Unrealized
INTU Intuit Incorporated Com 0.0%
Value ($000) $117 Shares 395 Est. Cost $264.89 Unrealized 0.0%
COST Costco Wholesale Corp New Com 0.0%
Value ($000) $116 Shares 383 Est. Cost $279.18 Unrealized 0.0%
PTON Peloton Interactive Inc CL A Com 0.0%
Value ($000) $108 Shares 1,875 Est. Cost $41.39 Unrealized 0.0%
USB US Bancorp Del Com 0.0%
Value ($000) $105 Shares 2,846 Est. Cost $27.85 Unrealized 0.0%
NRG NRG Energy Inc Com New 0.0%
Value ($000) $97 Shares 3,000 Est. Cost $32.97 Unrealized -15.5%
XHB SPDR Ser TR S&P Homebuilders ETF 0.0%
Value ($000) $95 Shares 2,176 Est. Cost $45.48 Unrealized
LUV Southwest Airls Co Com 0.0%
Value ($000) $86 Shares 2,523 Est. Cost $29.57 Unrealized 0.0%
LRGF iShares Edge MSCI MLTFCTR USA ETF 0.0%
Value ($000) $85 Shares 2,739 Est. Cost $31.03 Unrealized
TSLA Tesla Motors 0.0%
Value ($000) $84 Shares 78 Est. Cost $54.10 Unrealized 0.0%
EWW iShares Inc MSCI Mexico Capped ETF 0.0%
Value ($000) $84 Shares 2,650 Est. Cost $31.70 Unrealized
Cerner Corp 0.0%
Value ($000) $84 Shares 1,225 Est. Cost $68.57 Unrealized
DHR Danaher Corp Com 0.0%
Value ($000) $82 Shares 464 Est. Cost $140.03 Unrealized 0.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $79 Shares 874 Est. Cost $70.96 Unrealized 0.0%
TTEK Tetra Tech Inc New Com 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $15.19 Unrealized 0.0%
EWL iShares Inc MSCI Switzerland Capped ETF 0.0%
Value ($000) $77 Shares 1,998 Est. Cost $40.59 Unrealized
SOXX iShares TR PHLX Semiconductor ETF 0.0%
Value ($000) $73 Shares 270 Est. Cost $270.37 Unrealized
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $71 Shares 4,730 Est. Cost $10.85 Unrealized 0.0%
IP International Paper Co 0.0%
Value ($000) $70 Shares 2,000 Est. Cost $24.80 Unrealized 0.0%
PSX Phillips 66 Com 0.0%
Value ($000) $69 Shares 965 Est. Cost $56.22 Unrealized 0.0%
SUI Sun CMNTYS Inc Com 0.0%
Value ($000) $68 Shares 500 Est. Cost $136.00 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $68 Shares 481 Est. Cost $112.69 Unrealized 0.0%
BA Boeing 0.0%
Value ($000) $67 Shares 370 Est. Cost $153.71 Unrealized 0.0%
IBM IBM 0.0%
Value ($000) $67 Shares 556 Est. Cost $91.40 Unrealized 0.0%
SYY Sysco Corp 0.0%
Value ($000) $66 Shares 1,225 Est. Cost $61.24 Unrealized -26.2%
C Citigroup Inc Com New 0.0%
Value ($000) $64 Shares 1,255 Est. Cost $38.68 Unrealized 0.0%
EBAY eBay Inc Com 0.0%
Value ($000) $60 Shares 1,149 Est. Cost $38.43 Unrealized 0.0%
CRM Salesforce 0.0%
Value ($000) $60 Shares 324 Est. Cost $166.47 Unrealized 0.0%
CSX CSX Corporation 0.0%
Value ($000) $60 Shares 865 Est. Cost $20.51 Unrealized 0.0%
AXP American Express 0.0%
Value ($000) $59 Shares 629 Est. Cost $85.61 Unrealized 0.0%
DLTR Dollar Tree Inc Com 0.0%
Value ($000) $57 Shares 618 Est. Cost $83.41 Unrealized 0.0%
UBS UBS Group AG SHS 0.0%
Value ($000) $57 Shares 5,000 Est. Cost $10.30 Unrealized 0.0%
TMUS T Mobile US Inc Com 0.0%
Value ($000) $56 Shares 540 Est. Cost $92.61 Unrealized 0.0%
EEM iShares TR MSCI Emerging MKTS Index FD 0.0%
Value ($000) $53 Shares 1,330 Est. Cost $39.85 Unrealized
UPS United Parcel SVC Inc CL B 0.0%
Value ($000) $53 Shares 481 Est. Cost $79.74 Unrealized 0.0%
FDX Fedex Corp Com 0.0%
Value ($000) $52 Shares 374 Est. Cost $113.18 Unrealized 0.0%
MS Morgan Stanley Com New 0.0%
Value ($000) $51 Shares 1,060 Est. Cost $35.21 Unrealized 0.0%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $50 Shares 656 Est. Cost $68.10 Unrealized 0.0%
XLE Select Sector SPDR TR Energy 0.0%
Value ($000) $50 Shares 1,345 Est. Cost $54.61 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $50 Shares 251 Est. Cost $182.16 Unrealized 0.0%
DAL Delta Airlines Inc Com New 0.0%
Value ($000) $50 Shares 1,800 Est. Cost $24.75 Unrealized 0.0%
MDLZ Mondelez Intl Inc CL A 0.0%
Value ($000) $49 Shares 972 Est. Cost $44.56 Unrealized 0.0%
Lam Research Corp 0.0%
Value ($000) $48 Shares 150 Est. Cost $320.00 Unrealized
F Ford Motor Co Del Com Par 0.0%
Value ($000) $48 Shares 8,000 Est. Cost $4.20 Unrealized 0.0%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $47 Shares 1,262 Est. Cost $37.24 Unrealized
EPP iShares Inc MSCI Pacific Ex-Japan Index FD 0.0%
Value ($000) $47 Shares 1,197 Est. Cost $46.29 Unrealized
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $47 Shares 455 Est. Cost $40.35 Unrealized 0.0%
AMRX Amneal Pharmaceuticals Inc Com 0.0%
Value ($000) $47 Shares 10,000 Est. Cost $4.12 Unrealized 0.0%
DB Deutsche Bank AG Namen Akt 0.0%
Value ($000) $47 Shares 5,000 Est. Cost $6.95 Unrealized 0.0%
CAT Caterpillar 0.0%
Value ($000) $47 Shares 372 Est. Cost $106.19 Unrealized 0.0%
EWJ iShares Inc MSCI Japan ETF New 0.0%
Value ($000) $46 Shares 849 Est. Cost $59.22 Unrealized
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $45 Shares 522 Est. Cost $86.21 Unrealized
NVO Novo Nordisk A.S. ADR Formerly Novo Industrie A.S. ADR Same Cusip 0.0%
Value ($000) $45 Shares 690 Est. Cost $65.22 Unrealized
UAL United Contl HLDGS Inc Com 0.0%
Value ($000) $44 Shares 1,300 Est. Cost $29.99 Unrealized 0.0%
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $44 Shares 1,324 Est. Cost $33.18 Unrealized 0.0%
Xilinx Inc Com 0.0%
Value ($000) $44 Shares 452 Est. Cost $97.35 Unrealized
WELL Welltower Inc Com STK 0.0%
Value ($000) $43 Shares 844 Est. Cost $41.78 Unrealized 0.0%
TGT Target Corp Com 0.0%
Value ($000) $43 Shares 359 Est. Cost $98.18 Unrealized 0.0%
CVS CVS Caremark Corp 0.0%
Value ($000) $42 Shares 650 Est. Cost $52.60 Unrealized 0.0%
CL Colgate Palmolive Co Com 0.0%
Value ($000) $41 Shares 572 Est. Cost $62.36 Unrealized 0.0%
FNV Franco Nevada Corp F 0.0%
Value ($000) $41 Shares 300 Est. Cost $126.31 Unrealized 0.0%
RL Ralph Lauren Corp Class A 0.0%
Value ($000) $39 Shares 550 Est. Cost $66.45 Unrealized 0.0%
PWR Quanta Services Inc 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $35.24 Unrealized 0.0%
KBWB Invesco KBW Bank ETF 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $38.00 Unrealized
IEFA iShares TR Core MSCI EAFE ETF 0.0%
Value ($000) $38 Shares 670 Est. Cost $56.72 Unrealized
VXUS Vanguard Star FD Vanguard Total Intl Stock Index FD ETF SHS 0.0%
Value ($000) $37 Shares 755 Est. Cost $49.01 Unrealized
PANW Palo Alto Networks Inc Com 0.0%
Value ($000) $36 Shares 160 Est. Cost $35.23 Unrealized 0.0%
TSM Taiwan Semiconductor MFG Co Sponsored ADR 0.0%
Value ($000) $36 Shares 630 Est. Cost $57.14 Unrealized
ITB iShares TR Dow Jones US Home Constn Index FD 0.0%
Value ($000) $36 Shares 832 Est. Cost $44.39 Unrealized
DEO Diageo PLC Sponsored ADR New 0.0%
Value ($000) $36 Shares 269 Est. Cost $133.83 Unrealized
YUM Yum Brands Inc Com 0.0%
Value ($000) $36 Shares 424 Est. Cost $76.84 Unrealized 0.0%
EWU iShares TR MSCI Utd Kingdom ETF New 0.0%
Value ($000) $35 Shares 1,396 Est. Cost $25.07 Unrealized
SAP SAP AG Sponsored ADR 0.0%
Value ($000) $34 Shares 246 Est. Cost $138.21 Unrealized
CNI Canadian Natl RY Co Com 0.0%
Value ($000) $34 Shares 384 Est. Cost $74.78 Unrealized 0.0%
CB Chubb LTD Com 0.0%
Value ($000) $33 Shares 260 Est. Cost $106.19 Unrealized 0.0%
Royal Dutch Shell PLC Sponsored ADR Resptg A SHS 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $32.00 Unrealized
MCK Mckesson Corp Com 0.0%
Value ($000) $32 Shares 211 Est. Cost $139.25 Unrealized 0.0%
ALL Allstate Corp Com 0.0%
Value ($000) $31 Shares 321 Est. Cost $85.63 Unrealized 0.0%
UBER Uber Technologies Inc Com 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $31.17 Unrealized 0.0%
EMR Emerson Elec Co Com 0.0%
Value ($000) $30 Shares 494 Est. Cost $50.28 Unrealized 0.0%
Istar Inc Com 0.0%
Value ($000) $30 Shares 2,500 Est. Cost $12.00 Unrealized
SO Southern Co Com 0.0%
Value ($000) $29 Shares 567 Est. Cost $44.76 Unrealized 0.0%
ENB Enbridge Inc Com 0.0%
Value ($000) $28 Shares 953 Est. Cost $21.09 Unrealized 0.0%
WCN Waste Connections Inc Com 0.0%
Value ($000) $28 Shares 307 Est. Cost $85.80 Unrealized 0.0%
EWC iShares Inc MSCI Cda ETF 0.0%
Value ($000) $27 Shares 1,049 Est. Cost $29.89 Unrealized
Waitr HLDGS Inc Com 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $2.60 Unrealized
PAA Plains All American P LP 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $8.67 Unrealized
VRSK Verisk Analytics Inc CL A 0.0%
Value ($000) $25 Shares 150 Est. Cost $152.41 Unrealized 0.0%
Unilever PLC Spon ADR New 0.0%
Value ($000) $25 Shares 467 Est. Cost $53.53 Unrealized
Barrick Gold Corp Com 0.0%
Value ($000) $24 Shares 900 Est. Cost $26.67 Unrealized
QUAL Ishars Edg MSCI USA QLTY FCTR ETF 0.0%
Value ($000) $23 Shares 245 Est. Cost $93.88 Unrealized
HEDJ Wisdomtree TR Europe Hedged Equity FD 0.0%
Value ($000) $23 Shares 383 Est. Cost $60.05 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $16.44 Unrealized 0.0%
BP BP PLC Spons ADR 0.0%
Value ($000) $22 Shares 947 Est. Cost $23.23 Unrealized
ETSY Etsy Inc Com 0.0%
Value ($000) $22 Shares 215 Est. Cost $73.98 Unrealized 0.0%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $22 Shares 429 Est. Cost $51.28 Unrealized
Adam Nat Res FD Inc Com 0.0%
Value ($000) $21 Shares 1,900 Est. Cost $11.05 Unrealized
ITW Illinois Tool Works Inc Com 0.0%
Value ($000) $21 Shares 121 Est. Cost $142.90 Unrealized 0.0%
TRN Trinity Inds Inc Com 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $15.47 Unrealized 0.0%
KSS Kohls Corp 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.27 Unrealized 0.0%
Cloudera Inc 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $12.67 Unrealized
GLW Corning Inc Com 0.0%
Value ($000) $18 Shares 700 Est. Cost $19.40 Unrealized 0.0%
EXR Extra Space Storage Inc Com 0.0%
Value ($000) $18 Shares 200 Est. Cost $74.95 Unrealized 0.0%
Mylan N V SHS Euro 0.0%
Value ($000) $17 Shares 1,118 Est. Cost $15.21 Unrealized
PSTG Pure Storage Inc CL A 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $14.99 Unrealized 0.0%
EES Wisdomtree US Smallcap ETF 0.0%
Value ($000) $16 Shares 594 Est. Cost $26.94 Unrealized
BETZ Roundhill SPRT Betng And Igaming ETF 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
IVW iShares TR S&P 500 Growth ETF 0.0%
Value ($000) $15 Shares 76 Est. Cost $197.37 Unrealized
Flir Systems Inc 0.0%
Value ($000) $15 Shares 388 Est. Cost $38.66 Unrealized
ESPO Vaneck Vectors Video Gamin Espor ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.00 Unrealized
MTUM iShares Edge MSCI USA Momntm ETF 0.0%
Value ($000) $15 Shares 117 Est. Cost $128.21 Unrealized
BIP Brookfield Infrastructure Partners LP LTD Partnership Int Unit 0.0%
Value ($000) $15 Shares 375 Est. Cost $40.00 Unrealized
BABA Alibaba GRP SHS ADR 0.0%
Value ($000) $14 Shares 68 Est. Cost $205.88 Unrealized
STAG Stag Indl Inc Com 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.00 Unrealized
SBRA Sabra Health Care REIT Inc Com 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.00 Unrealized
ACA Arcosa Inc Com 0.0%
Value ($000) $14 Shares 333 Est. Cost $37.79 Unrealized 0.0%
DELL Dell Technologies Inc CL C 0.0%
Value ($000) $14 Shares 256 Est. Cost $20.60 Unrealized 0.0%
Unilever NV New York SHS New 0.0%
Value ($000) $14 Shares 268 Est. Cost $52.24 Unrealized
DOL Wisdomtree Intl Largecp Dividend ETF 0.0%
Value ($000) $14 Shares 360 Est. Cost $38.89 Unrealized
GlaxoSmithKline PLC Spons ADR 0.0%
Value ($000) $14 Shares 341 Est. Cost $41.06 Unrealized
OHI Omega Healthcare Invs Inc Com 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.00 Unrealized
Huami Corp Ads Isin# Us44331k1034 0.0%
Value ($000) $13 Shares 1,060 Est. Cost $12.26 Unrealized
IRM Iron MTN Inc New Com 0.0%
Value ($000) $13 Shares 500 Est. Cost $19.29 Unrealized 0.0%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $13 Shares 300 Est. Cost $36.94 Unrealized 0.0%
DUK Duke Energy Corp New Com New 0.0%
Value ($000) $13 Shares 168 Est. Cost $67.61 Unrealized 0.0%
XPO Xpo Logistics Inc Com 0.0%
Value ($000) $13 Shares 169 Est. Cost $23.94 Unrealized 0.0%
CTVA Corteva Inc Com 0.0%
Value ($000) $12 Shares 453 Est. Cost $24.35 Unrealized 0.0%
RF Regions Finl Corp New Com 0.0%
Value ($000) $12 Shares 1,071 Est. Cost $8.44 Unrealized 0.0%
Athersys Inc 0.0%
Value ($000) $12 Shares 4,500 Est. Cost $2.67 Unrealized
Aptiv PLC SHS Com 0.0%
Value ($000) $11 Shares 150 Est. Cost $73.33 Unrealized
ROP Roper Industries Inc New Com 0.0%
Value ($000) $11 Shares 29 Est. Cost $346.53 Unrealized 0.0%
SNN Smith & Nephew P L C Sponsored ADR New 0.0%
Value ($000) $10 Shares 265 Est. Cost $37.74 Unrealized
ITOT iShares Core S&P Total US Stock Mark 0.0%
Value ($000) $10 Shares 148 Est. Cost $67.57 Unrealized
H Hyatt Hotels Corp Com CL A 0.0%
Value ($000) $9 Shares 185 Est. Cost $52.60 Unrealized 0.0%
TFC Truist Finl Corp 0.0%
Value ($000) $9 Shares 242 Est. Cost $38.47 Unrealized -27.9%
GDXJ Vaneck Vectors ETF TR JR Gold Miners ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
AON Aon PLC Registered SHS 0.0%
Value ($000) $9 Shares 51 Est. Cost $178.56 Unrealized 0.0%
FTA First TR Large Cap Value Alphadex FD Com SHS 0.0%
Value ($000) $9 Shares 218 Est. Cost $41.28 Unrealized
ENR Energizer HLDGS Inc New Com 0.0%
Value ($000) $8 Shares 183 Est. Cost $32.88 Unrealized 0.0%
BHP BHP Billiton LTD Sponsored ADR 0.0%
Value ($000) $8 Shares 170 Est. Cost $47.06 Unrealized
HOLX Hologic Inc Com 0.0%
Value ($000) $8 Shares 150 Est. Cost $49.07 Unrealized 0.0%
HPQ HP Inc Com 0.0%
Value ($000) $7 Shares 421 Est. Cost $13.08 Unrealized 0.0%
EWD iShares Inc MSCI Sweden ETF 0.0%
Value ($000) $7 Shares 233 Est. Cost $30.04 Unrealized
IUSV iShares TR Core S&P U S Value ETF 0.0%
Value ($000) $7 Shares 145 Est. Cost $48.28 Unrealized
RGEN Repligen Corp Com 0.0%
Value ($000) $7 Shares 60 Est. Cost $117.64 Unrealized 0.0%
FNX First TR Mid Cap Core Alphadex FD 0.0%
Value ($000) $7 Shares 125 Est. Cost $56.00 Unrealized
MU Micron Technology 0.0%
Value ($000) $7 Shares 145 Est. Cost $46.01 Unrealized 0.0%
ADM Archer Daniels Midland Co L Com 0.0%
Value ($000) $7 Shares 195 Est. Cost $31.91 Unrealized 0.0%
LNG Cheniere Energy Inc 0.0%
Value ($000) $7 Shares 150 Est. Cost $43.68 Unrealized 0.0%
CLX Clorox Co Com 0.0%
Value ($000) $6 Shares 29 Est. Cost $168.73 Unrealized 0.0%
GW Pharmaceutic PLC F Sponsored ADR 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
GWW Grainger WW Inc 0.0%
Value ($000) $6 Shares 20 Est. Cost $270.64 Unrealized 0.0%
FDT FT Developed MKTS Ex US Alphadex ETF 0.0%
Value ($000) $6 Shares 149 Est. Cost $40.27 Unrealized
Royal Dutch Shell PLC Sponsored ADR Repstg B SHS 0.0%
Value ($000) $6 Shares 199 Est. Cost $30.15 Unrealized
IUSG iShares TR Russell 3000 Growth ETF 0.0%
Value ($000) $6 Shares 87 Est. Cost $68.97 Unrealized
SPG Simon PPTY Group Inc New Com 0.0%
Value ($000) $5 Shares 84 Est. Cost $45.55 Unrealized 0.0%
ALK Alaska Air Group 0.0%
Value ($000) $5 Shares 163 Est. Cost $32.56 Unrealized 0.0%
CAG Conagra Foods Inc Com 0.0%
Value ($000) $5 Shares 148 Est. Cost $26.21 Unrealized 0.0%
TRIP Tripadvisor Inc Com 0.0%
Value ($000) $5 Shares 280 Est. Cost $19.11 Unrealized 0.0%
IXN iShares Global Tech ETF 0.0%
Value ($000) $5 Shares 25 Est. Cost $200.00 Unrealized
PEB Pebblebrook Hotel TR Com 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.50 Unrealized
VFC V F Corp 0.0%
Value ($000) $5 Shares 92 Est. Cost $58.24 Unrealized 0.0%
EZU iShares Inc MSCI Emu ETF 0.0%
Value ($000) $4 Shares 135 Est. Cost $29.63 Unrealized
TRV Travelers 0.0%
Value ($000) $4 Shares 40 Est. Cost $93.55 Unrealized 0.0%
DE Deere & Co 0.0%
Value ($000) $4 Shares 29 Est. Cost $134.23 Unrealized 0.0%
JCI Johnson CTLS Intl PLC SHS 0.0%
Value ($000) $4 Shares 132 Est. Cost $27.45 Unrealized 0.0%
LDOS Leidos HLDGS Inc Com 0.0%
Value ($000) $4 Shares 48 Est. Cost $91.37 Unrealized 0.0%
ROST Ross Stores Inc (state Of Inc CHGD FM Calf To Delaware) 0.0%
Value ($000) $4 Shares 52 Est. Cost $85.67 Unrealized 0.0%
VEA Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF 0.0%
Value ($000) $4 Shares 123 Est. Cost $44.06 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $4 Shares 135 Est. Cost $36.01 Unrealized 0.0%
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $3 Shares 22 Est. Cost $131.57 Unrealized 0.0%
Playa Hotels & Resorts N V SHS 0.0%
Value ($000) $3 Shares 972 Est. Cost $3.09 Unrealized
CATH Global X S&P 500 Catholic 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SIZE iShares Edge MSCI USA Size Factor Et 0.0%
Value ($000) $3 Shares 43 Est. Cost $69.77 Unrealized
RS Reliance STL & Alum Co Com 0.0%
Value ($000) $3 Shares 39 Est. Cost $91.20 Unrealized 0.0%
AKAM Akamai Technologies Inc Com 0.0%
Value ($000) $3 Shares 33 Est. Cost $100.53 Unrealized 0.0%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $3 Shares 17 Est. Cost $27.55 Unrealized 0.0%
LULU Lululemon Athletica Inc Com 0.0%
Value ($000) $2 Shares 9 Est. Cost $255.73 Unrealized 0.0%
COR Amerisource Bergen Corp Com 0.0%
Value ($000) $2 Shares 23 Est. Cost $79.57 Unrealized 0.0%
KR Kroger Co Com 0.0%
Value ($000) $2 Shares 87 Est. Cost $28.78 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $247.08 Unrealized 0.0%
CBRE Cbre Group Inc CL A 0.0%
Value ($000) $2 Shares 54 Est. Cost $43.13 Unrealized 0.0%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
PAAS Pan Amern Silver Corp Com Formerly Pan Amern Minerals Corp 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.72 Unrealized 0.0%
HUM Humana Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $355.71 Unrealized 0.0%
Laboratory Corp Amer HLDGS Com New 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
ALC Alcon SA Act Nom 0.0%
Value ($000) $1 Shares 28 Est. Cost $55.82 Unrealized 0.0%
Brookfield Infrastructure Corporation Registered SHS -A- 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
KTB Kontoor Brands Inc Com 0.0%
Value ($000) $0 Shares 13 Est. Cost $17.82 Unrealized 0.0%
PGX Invesco Exchange- Traded FD TR II PFD ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
PNR Pentair PLC SHS 0.0%
Value ($000) $0 Shares 25 Est. Cost $32.65 Unrealized 0.0%
NVT Nvent Electric PLC Registered SHS 0.0%
Value ($000) $0 Shares 25 Est. Cost $16.39 Unrealized 0.0%