D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 6, 2020

Total Value ($000): $230,315 (100.0% shares, 0.0% debt)

Holdings (196)

SCHX Schwab US Large-Cap ETF 6.4%
Value ($000) $14,852 Shares 200,444 Est. Cost $64.59 Unrealized
SCHZ Schwab US Aggregate Bond ETF 6.4%
Value ($000) $14,738 Shares 262,060 Est. Cost $52.44 Unrealized
SCHO Schwab Short-Term US Treasury ETF 6.3%
Value ($000) $14,442 Shares 279,725 Est. Cost $50.41 Unrealized
VTI Vanguard Total Stock Market ETF 3.8%
Value ($000) $8,845 Shares 56,508 Est. Cost $136.87 Unrealized
SCHB Schwab US Broad Market ETF 3.4%
Value ($000) $7,798 Shares 106,146 Est. Cost $66.06 Unrealized
SPLV PowerShares S&P 500 Low Volatility ETF 3.2%
Value ($000) $7,409 Shares 149,139 Est. Cost $54.28 Unrealized
GLD SPDR Gold Shares ETF 2.5%
Value ($000) $5,763 Shares 34,438 Est. Cost $137.78 Unrealized
AAPL Apple Inc 2.2%
Value ($000) $5,062 Shares 13,878 Est. Cost $48.25 Unrealized +55.6%
MSFT Microsoft Corp 1.9%
Value ($000) $4,277 Shares 21,017 Est. Cost $87.64 Unrealized +97.5%
SCHD Schwab US Dividend Equity ETF 1.5%
Value ($000) $3,495 Shares 67,549 Est. Cost $51.17 Unrealized
XLK Technology Select Sector SPDR ETF 1.4%
Value ($000) $3,309 Shares 31,672 Est. Cost $71.53 Unrealized
AGG iShares Core US Aggregate Bond ETF 1.4%
Value ($000) $3,284 Shares 27,782 Est. Cost $115.40 Unrealized
ADP Automatic Data Processing Inc 1.3%
Value ($000) $3,034 Shares 20,379 Est. Cost $97.95 Unrealized +29.6%
SCHR Schwab Intermediate-Term US Treasury ETF 1.1%
Value ($000) $2,430 Shares 41,348 Est. Cost $53.06 Unrealized
PPG PPG Industries Inc 1.0%
Value ($000) $2,258 Shares 21,291 Est. Cost $96.25 Unrealized -10.3%
AMZN Amazon.com Inc 1.0%
Value ($000) $2,198 Shares 797 Est. Cost $83.82 Unrealized +44.1%
BND Vanguard Total Bond Market ETF 0.9%
Value ($000) $2,182 Shares 24,705 Est. Cost $81.80 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $2,141 Shares 15,227 Est. Cost $110.23 Unrealized +12.7%
MA Mastercard Inc A 0.9%
Value ($000) $2,089 Shares 7,067 Est. Cost $193.54 Unrealized +41.2%
VCSH Vanguard Short-Term Corporate Bond ETF 0.9%
Value ($000) $2,033 Shares 24,601 Est. Cost $78.46 Unrealized
PNC PNC Financial Services Group Inc 0.8%
Value ($000) $1,904 Shares 18,098 Est. Cost $105.00 Unrealized -18.1%
BRK/B Berkshire Hathaway Inc B 0.8%
Value ($000) $1,834 Shares 10,278 Est. Cost $197.11 Unrealized -7.4%
VOO Vanguard S&P 500 ETF 0.8%
Value ($000) $1,740 Shares 6,141 Est. Cost $248.39 Unrealized
SCHF Schwab International Equity ETF 0.7%
Value ($000) $1,719 Shares 57,793 Est. Cost $32.30 Unrealized
V Visa Inc A 0.7%
Value ($000) $1,637 Shares 8,479 Est. Cost $129.76 Unrealized +35.3%
HD The Home Depot Inc 0.7%
Value ($000) $1,619 Shares 6,464 Est. Cost $148.96 Unrealized +34.1%
SCHA Schwab US Small-Cap ETF 0.7%
Value ($000) $1,606 Shares 24,592 Est. Cost $69.41 Unrealized
KO Coca Cola Co 0.7%
Value ($000) $1,586 Shares 35,501 Est. Cost $37.13 Unrealized +4.3%
VZ Verizon Communications Inc 0.7%
Value ($000) $1,531 Shares 27,786 Est. Cost $33.70 Unrealized +20.9%
XLV Health Care Select Sector SPDR ETF 0.6%
Value ($000) $1,478 Shares 14,777 Est. Cost $95.95 Unrealized
INTC Intel Corp 0.6%
Value ($000) $1,462 Shares 24,445 Est. Cost $37.59 Unrealized +41.5%
IWF iShares Russell 1000 Growth ETF 0.6%
Value ($000) $1,431 Shares 7,455 Est. Cost $141.22 Unrealized
RH RH 0.6%
Value ($000) $1,418 Shares 5,699 Est. Cost $99.25 Unrealized +82.5%
XOM Exxon Mobil Corp 0.6%
Value ($000) $1,373 Shares 30,707 Est. Cost $49.90 Unrealized -30.2%
D Dominion Energy Inc 0.6%
Value ($000) $1,367 Shares 16,845 Est. Cost $56.07 Unrealized +11.7%
FVD First Trust Value Line Dividend ETF 0.6%
Value ($000) $1,338 Shares 44,158 Est. Cost $30.14 Unrealized
QQQ PowerShares QQQ ETF 0.6%
Value ($000) $1,337 Shares 5,400 Est. Cost $172.00 Unrealized
META Facebook Inc A 0.6%
Value ($000) $1,326 Shares 5,844 Est. Cost $188.24 Unrealized +10.1%
QCOM Qualcomm Inc 0.5%
Value ($000) $1,249 Shares 13,700 Est. Cost $50.95 Unrealized +39.3%
ABBV AbbVie Inc 0.5%
Value ($000) $1,242 Shares 12,657 Est. Cost $67.80 Unrealized +4.0%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $1,235 Shares 10,317 Est. Cost $27.68 Unrealized +37.5%
LMT Lockheed Martin Corp 0.5%
Value ($000) $1,232 Shares 3,378 Est. Cost $262.99 Unrealized +23.1%
CSCO Cisco Systems Inc 0.5%
Value ($000) $1,180 Shares 25,320 Est. Cost $30.17 Unrealized +22.6%
NVS Novartis AG ADR 0.5%
Value ($000) $1,163 Shares 13,319 Est. Cost $81.46 Unrealized
MCD McDonald's Corp 0.5%
Value ($000) $1,150 Shares 6,235 Est. Cost $141.04 Unrealized +14.1%
T AT&T Inc 0.5%
Value ($000) $1,136 Shares 37,591 Est. Cost $15.44 Unrealized +0.4%
PFE Pfizer Inc 0.5%
Value ($000) $1,132 Shares 34,631 Est. Cost $24.12 Unrealized +7.8%
Unilever PLC ADR 0.5%
Value ($000) $1,131 Shares 20,614 Est. Cost $53.74 Unrealized
EXPE Expedia Inc 0.5%
Value ($000) $1,102 Shares 13,415 Est. Cost $88.09 Unrealized -18.1%
MU Micron Technology Inc 0.5%
Value ($000) $1,085 Shares 21,077 Est. Cost $41.08 Unrealized +12.0%
BMY Bristol-Myers Squibb Co 0.5%
Value ($000) $1,080 Shares 18,382 Est. Cost $47.00 Unrealized +2.0%
SCHE Schwab Emerging Markets Equity ETF 0.5%
Value ($000) $1,069 Shares 43,941 Est. Cost $25.72 Unrealized
Invesco BulletShares 2020 Corporate Bond ETF 0.5%
Value ($000) $1,067 Shares 50,165 Est. Cost $21.21 Unrealized
SCHP Schwab US TIPS ETF 0.5%
Value ($000) $1,064 Shares 17,742 Est. Cost $56.98 Unrealized
VUG Vanguard Growth ETF 0.5%
Value ($000) $1,046 Shares 5,177 Est. Cost $141.88 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.4%
Value ($000) $1,036 Shares 26,177 Est. Cost $46.07 Unrealized
VCIT Vanguard Interm-Term Corp Bond ETF 0.4%
Value ($000) $1,035 Shares 10,881 Est. Cost $85.47 Unrealized
GOOGL Alphabet Inc A 0.4%
Value ($000) $1,032 Shares 728 Est. Cost $59.24 Unrealized +13.0%
BHP BHP Billiton LTD ADR 0.4%
Value ($000) $1,023 Shares 20,589 Est. Cost $45.91 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $1,006 Shares 11,282 Est. Cost $81.23 Unrealized -14.0%
DEO Diageo PLC ADR 0.4%
Value ($000) $968 Shares 7,209 Est. Cost $142.74 Unrealized
CVS CVS Health Corp 0.4%
Value ($000) $958 Shares 14,752 Est. Cost $52.02 Unrealized +1.1%
XLY Consumer Discret Select Sector SPDR ETF 0.4%
Value ($000) $955 Shares 7,483 Est. Cost $127.62 Unrealized
BDX Becton Dickinson & Co 0.4%
Value ($000) $937 Shares 3,916 Est. Cost $189.75 Unrealized +16.1%
PYPL PayPal Holdings Inc 0.4%
Value ($000) $919 Shares 5,279 Est. Cost $105.99 Unrealized +30.1%
DUK Duke Energy Corp 0.4%
Value ($000) $875 Shares 10,962 Est. Cost $62.57 Unrealized +8.1%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.4%
Value ($000) $873 Shares 40,854 Est. Cost $21.20 Unrealized
BABA Alibaba Group Holding LTD ADR 0.4%
Value ($000) $867 Shares 4,022 Est. Cost $195.53 Unrealized
PM Philip Morris International Inc 0.4%
Value ($000) $861 Shares 12,295 Est. Cost $66.10 Unrealized -17.1%
SBUX Starbucks Corp 0.4%
Value ($000) $861 Shares 11,700 Est. Cost $49.81 Unrealized +33.2%
RTX United Technologies Corp 0.4%
Value ($000) $855 Shares 13,875 Est. Cost $54.61 Unrealized 0.0%
GLW Corning Inc 0.4%
Value ($000) $844 Shares 32,614 Est. Cost $24.77 Unrealized -21.7%
MDLZ Mondelez Intl A 0.4%
Value ($000) $839 Shares 16,427 Est. Cost $35.75 Unrealized +24.6%
COST Costco Wholesale Corp 0.4%
Value ($000) $827 Shares 2,730 Est. Cost $191.76 Unrealized +45.6%
CTRA CABOT OIL & GAS CORP COM 0.4%
Value ($000) $814 Shares 47,435 Est. Cost $12.00 Unrealized +23.1%
WY Weyerhaeuser Co 0.4%
Value ($000) $813 Shares 36,227 Est. Cost $23.64 Unrealized -30.4%
MO Altria Group Inc 0.4%
Value ($000) $807 Shares 20,570 Est. Cost $35.16 Unrealized -29.0%
MMM 3M Co 0.3%
Value ($000) $786 Shares 5,039 Est. Cost $102.42 Unrealized 0.0%
SYY Sysco Corp 0.3%
Value ($000) $780 Shares 14,271 Est. Cost $47.57 Unrealized -5.0%
Activision Blizzard Inc 0.3%
Value ($000) $770 Shares 10,146 Est. Cost $47.14 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.3%
Value ($000) $769 Shares 6,239 Est. Cost $82.67 Unrealized +20.2%
IDV iShares International Select Dividend ETF 0.3%
Value ($000) $768 Shares 30,586 Est. Cost $32.31 Unrealized
SCHH Schwab US Real Estate ETF 0.3%
Value ($000) $761 Shares 21,618 Est. Cost $40.24 Unrealized
CRM Salesforce.com Inc 0.3%
Value ($000) $760 Shares 4,059 Est. Cost $169.39 Unrealized -1.7%
VTV Vanguard Value ETF 0.3%
Value ($000) $734 Shares 7,370 Est. Cost $103.75 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.3%
Value ($000) $716 Shares 51,225 Est. Cost $15.19 Unrealized -11.4%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.3%
Value ($000) $697 Shares 31,962 Est. Cost $21.61 Unrealized
NFLX Netflix Inc 0.3%
Value ($000) $690 Shares 1,518 Est. Cost $42.56 Unrealized 0.0%
KOP Koppers Holdings Inc 0.3%
Value ($000) $688 Shares 36,521 Est. Cost $35.91 Unrealized -59.0%
SLB Schlumberger LTD 0.3%
Value ($000) $684 Shares 37,218 Est. Cost $32.33 Unrealized -52.1%
SPHQ PowerShares S&P 500 Quality ETF 0.3%
Value ($000) $680 Shares 19,209 Est. Cost $30.21 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.3%
Value ($000) $679 Shares 1,332 Est. Cost $500.81 Unrealized +1.3%
OLLI Ollies Bargain Outlet Hldgs Inc 0.3%
Value ($000) $678 Shares 6,945 Est. Cost $66.21 Unrealized +16.1%
Annaly Capital Management Inc 0.3%
Value ($000) $672 Shares 102,479 Est. Cost $10.46 Unrealized
EQIX Equinix Inc 0.3%
Value ($000) $665 Shares 947 Est. Cost $349.39 Unrealized +74.2%
AMT American Tower Corp 0.3%
Value ($000) $657 Shares 2,544 Est. Cost $117.11 Unrealized +79.8%
OSK Oshkosh Corp 0.3%
Value ($000) $656 Shares 9,170 Est. Cost $67.93 Unrealized -8.6%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.3%
Value ($000) $649 Shares 29,830 Est. Cost $20.85 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $628 Shares 16,209 Est. Cost $43.33 Unrealized
JJSF J&J Snack Foods Corp 0.3%
Value ($000) $612 Shares 4,817 Est. Cost $132.40 Unrealized -15.2%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $612 Shares 1,987 Est. Cost $260.75 Unrealized
EA Electronic Arts Inc 0.3%
Value ($000) $612 Shares 4,635 Est. Cost $111.13 Unrealized +3.4%
NTR Nutrien LTD 0.3%
Value ($000) $608 Shares 18,953 Est. Cost $37.89 Unrealized -23.7%
TSCO Tractor Supply Co 0.3%
Value ($000) $599 Shares 4,548 Est. Cost $14.84 Unrealized +34.9%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $595 Shares 1,922 Est. Cost $266.24 Unrealized
WPC W.P. Carey Inc 0.3%
Value ($000) $591 Shares 8,750 Est. Cost $65.36 Unrealized
Dunkin Brands Group Inc 0.3%
Value ($000) $590 Shares 9,050 Est. Cost $66.46 Unrealized
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADS 0.3%
Value ($000) $584 Shares 8,815 Est. Cost $69.43 Unrealized
LFUS Littelfuse Inc 0.3%
Value ($000) $577 Shares 3,387 Est. Cost $184.85 Unrealized -17.9%
SSD Simpson Manufacturing 0.2%
Value ($000) $572 Shares 6,787 Est. Cost $57.93 Unrealized +21.3%
SBAC SBA Communications Corp A 0.2%
Value ($000) $566 Shares 1,902 Est. Cost $147.24 Unrealized +86.1%
PIONEER NAT RES CO COM 0.2%
Value ($000) $563 Shares 5,765 Est. Cost $97.66 Unrealized
FOXF Fox Factory Holding Corp 0.2%
Value ($000) $559 Shares 6,775 Est. Cost $64.81 Unrealized -4.0%
CHRW C.H. Robinson Worldwide Inc 0.2%
Value ($000) $542 Shares 6,864 Est. Cost $73.83 Unrealized -10.5%
XLF Financial Select Sector SPDR ETF 0.2%
Value ($000) $533 Shares 23,063 Est. Cost $29.21 Unrealized
PRLB Proto Labs Inc 0.2%
Value ($000) $507 Shares 4,513 Est. Cost $108.27 Unrealized -5.2%
NOW ServiceNow Inc 0.2%
Value ($000) $503 Shares 1,243 Est. Cost $35.79 Unrealized +97.3%
IJR iShares S&P Small-Cap ETF 0.2%
Value ($000) $502 Shares 7,359 Est. Cost $76.55 Unrealized
MNRO Monro Muffler Brakes Inc 0.2%
Value ($000) $497 Shares 9,063 Est. Cost $62.22 Unrealized -14.4%
CONCHO RES INC COM 0.2%
Value ($000) $487 Shares 9,465 Est. Cost $51.45 Unrealized
ENB Enbridge Inc 0.2%
Value ($000) $460 Shares 15,144 Est. Cost $22.97 Unrealized -8.2%
PEP Pepsico Inc 0.2%
Value ($000) $459 Shares 3,477 Est. Cost $90.68 Unrealized +22.2%
MAIN Main Street Capital Corp 0.2%
Value ($000) $453 Shares 14,567 Est. Cost $41.59 Unrealized -32.2%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $448 Shares 7,369 Est. Cost $67.87 Unrealized
DBP PowerShares DB Precious Metals ETF 0.2%
Value ($000) $447 Shares 9,351 Est. Cost $41.80 Unrealized
SCHM Schwab US Mid-Cap ETF 0.2%
Value ($000) $446 Shares 8,487 Est. Cost $50.51 Unrealized
IAA INC COM 0.2%
Value ($000) $435 Shares 11,288 Est. Cost $43.22 Unrealized
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $434 Shares 1,200 Est. Cost $310.51 Unrealized +6.4%
SHOP Shopify Inc A 0.2%
Value ($000) $433 Shares 457 Est. Cost $69.41 Unrealized 0.0%
ETN Eaton Corp PLC 0.2%
Value ($000) $433 Shares 4,959 Est. Cost $69.82 Unrealized +7.1%
EOG EOG Resources Inc 0.2%
Value ($000) $432 Shares 8,535 Est. Cost $49.68 Unrealized -24.8%
IVW iShares S&P 500 Growth ETF 0.2%
Value ($000) $425 Shares 2,049 Est. Cost $159.02 Unrealized
NKE Nike Inc B 0.2%
Value ($000) $425 Shares 4,339 Est. Cost $72.20 Unrealized +18.4%
VYM Vanguard High Dividend Yield Index 0.2%
Value ($000) $418 Shares 5,314 Est. Cost $82.91 Unrealized
CPRT COPART INC COM 0.2%
Value ($000) $412 Shares 4,959 Est. Cost $22.25 Unrealized -9.8%
iShares Gold Trust ETF 0.2%
Value ($000) $412 Shares 24,256 Est. Cost $12.81 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $407 Shares 2,262 Est. Cost $173.02 Unrealized +0.4%
COP ConocoPhillips 0.2%
Value ($000) $405 Shares 9,656 Est. Cost $40.98 Unrealized -19.7%
BR Broadridge Financial Solutions Inc 0.2%
Value ($000) $403 Shares 3,200 Est. Cost $76.08 Unrealized +38.4%
DLTR DOLLAR TREE INC COM 0.2%
Value ($000) $399 Shares 4,310 Est. Cost $85.14 Unrealized -2.0%
FMC F M C CORP COM NEW 0.2%
Value ($000) $395 Shares 3,970 Est. Cost $77.89 Unrealized 0.0%
BKNG Booking Holdings Inc 0.2%
Value ($000) $388 Shares 244 Est. Cost $1764.44 Unrealized -15.1%
MDT Medtronic PLC 0.2%
Value ($000) $383 Shares 4,182 Est. Cost $67.37 Unrealized +21.4%
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $378 Shares 1,831 Est. Cost $190.86 Unrealized
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $370 Shares 4,049 Est. Cost $69.88 Unrealized +21.8%
VPL Vanguard FTSE Pacific ETF 0.2%
Value ($000) $369 Shares 5,808 Est. Cost $72.58 Unrealized
MCO Moody's Corporation 0.2%
Value ($000) $369 Shares 1,346 Est. Cost $154.93 Unrealized +56.5%
DKS Dicks Sporting Goods Inc 0.2%
Value ($000) $367 Shares 8,903 Est. Cost $27.37 Unrealized -2.0%
GO GROCERY OUTLET HLDG CORP COM 0.2%
Value ($000) $367 Shares 9,011 Est. Cost $35.79 Unrealized 0.0%
LULU Lululemon Athletica Inc 0.2%
Value ($000) $365 Shares 1,170 Est. Cost $82.09 Unrealized +211.5%
Total SA ADR 0.2%
Value ($000) $364 Shares 9,489 Est. Cost $37.24 Unrealized
MUB iShares National Muni Bond ETF 0.2%
Value ($000) $361 Shares 3,131 Est. Cost $112.78 Unrealized
ALC ALCON AG ORD SHS 0.2%
Value ($000) $360 Shares 6,290 Est. Cost $59.11 Unrealized -5.6%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2%
Value ($000) $359 Shares 2,703 Est. Cost $158.68 Unrealized
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $357 Shares 3,176 Est. Cost $121.44 Unrealized
XLU Utilities Select Sector SPDR ETF 0.2%
Value ($000) $357 Shares 6,339 Est. Cost $55.41 Unrealized
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $357 Shares 7,102 Est. Cost $57.97 Unrealized
VMC VULCAN MATLS CO COM 0.2%
Value ($000) $356 Shares 3,075 Est. Cost $104.50 Unrealized 0.0%
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $355 Shares 3,283 Est. Cost $109.80 Unrealized
John Hancock Multifactor Healthcare ETF 0.2%
Value ($000) $351 Shares 9,339 Est. Cost $32.21 Unrealized
EQT EQT Corp 0.2%
Value ($000) $348 Shares 29,324 Est. Cost $12.31 Unrealized 0.0%
Kansas City Southern 0.1%
Value ($000) $337 Shares 2,260 Est. Cost $149.12 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $332 Shares 1,010 Est. Cost $182.65 Unrealized +57.1%
SJM JM Smucker Co 0.1%
Value ($000) $329 Shares 3,116 Est. Cost $87.27 Unrealized +7.1%
SNA Snap-on Inc 0.1%
Value ($000) $315 Shares 2,281 Est. Cost $130.74 Unrealized -16.1%
XMLV Invesco S&P Mid-Cap Low Volatility ETF 0.1%
Value ($000) $310 Shares 7,506 Est. Cost $47.08 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $306 Shares 5,234 Est. Cost $54.58 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $296 Shares 3,838 Est. Cost $43.06 Unrealized +46.0%
CBOE CBOE Global Markets Inc 0.1%
Value ($000) $294 Shares 3,160 Est. Cost $95.10 Unrealized -4.0%
CME CME Group Inc A 0.1%
Value ($000) $292 Shares 1,801 Est. Cost $142.48 Unrealized +1.3%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $285 Shares 2,437 Est. Cost $103.51 Unrealized
INCY Incyte Corp 0.1%
Value ($000) $282 Shares 2,720 Est. Cost $76.89 Unrealized +25.4%
FXL First Trust Technology AlphaDEX ETF 0.1%
Value ($000) $278 Shares 3,344 Est. Cost $59.39 Unrealized
IEI iShares 3-7 Treasury Bond ETF 0.1%
Value ($000) $278 Shares 2,082 Est. Cost $122.30 Unrealized
EMB iShares Emerging Markets Bond ETF 0.1%
Value ($000) $277 Shares 2,542 Est. Cost $108.12 Unrealized
MLR MILLER INDS INC TENN COM NEW 0.1%
Value ($000) $268 Shares 9,025 Est. Cost $25.41 Unrealized 0.0%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $267 Shares 1 Est. Cost $284799.47 Unrealized -3.8%
ACN Accenture PLC A 0.1%
Value ($000) $249 Shares 1,161 Est. Cost $174.62 Unrealized 0.0%
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $238 Shares 1,939 Est. Cost $122.74 Unrealized
PLOW DOUGLAS DYNAMICS INC COM 0.1%
Value ($000) $237 Shares 6,768 Est. Cost $34.67 Unrealized 0.0%
GGG Graco Inc 0.1%
Value ($000) $224 Shares 4,678 Est. Cost $43.92 Unrealized 0.0%
WELL Welltower Inc 0.1%
Value ($000) $222 Shares 4,293 Est. Cost $41.78 Unrealized 0.0%
FXF CurrencyShares Swiss Franc ETF 0.1%
Value ($000) $219 Shares 2,271 Est. Cost $96.43 Unrealized
FNCL Fidelity MSCI Financials ETF 0.1%
Value ($000) $216 Shares 6,547 Est. Cost $38.16 Unrealized
TT Ingersoll-Rand PLC 0.1%
Value ($000) $212 Shares 2,393 Est. Cost $80.66 Unrealized 0.0%
DIS Walt Disney Co 0.1%
Value ($000) $209 Shares 1,880 Est. Cost $125.55 Unrealized -14.1%
UNP Union Pacific Corp 0.1%
Value ($000) $208 Shares 1,233 Est. Cost $141.44 Unrealized 0.0%
PAYX Paychex Inc 0.1%
Value ($000) $207 Shares 2,736 Est. Cost $58.96 Unrealized 0.0%
RWX SPDR Dow Jones International Real Estate ETF 0.1%
Value ($000) $204 Shares 7,083 Est. Cost $28.80 Unrealized
JPM JP Morgan Chase & Co 0.1%
Value ($000) $200 Shares 2,135 Est. Cost $81.74 Unrealized 0.0%
John Hancock Multifactor Energy ETF 0.1%
Value ($000) $142 Shares 10,190 Est. Cost $24.95 Unrealized
Retail Properties of America 0.0%
Value ($000) $112 Shares 15,377 Est. Cost $13.45 Unrealized
CLF Cliffs Natural Resources Inc 0.0%
Value ($000) $79 Shares 14,398 Est. Cost $6.11 Unrealized -20.4%
ServiceSource International Inc 0.0%
Value ($000) $22 Shares 14,250 Est. Cost $0.84 Unrealized
Oasis Petroleum Inc 0.0%
Value ($000) $10 Shares 14,500 Est. Cost $2.56 Unrealized
Palatin Technologies Inc 0.0%
Value ($000) $6 Shares 12,000 Est. Cost $0.75 Unrealized