Robertson Stephens Wealth Management, LLC Diversified Active

CIK: 0001767307 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 12, 2020

Total Value ($000): $346,602 (100.0% shares, 0.0% debt)

Holdings (188)

ADPT Adaptive 6.7%
Value ($000) $23,173 Shares 478,979 Est. Cost $28.10 Unrealized +29.8%
VOO Vanguard S&P 500 ETF 5.7%
Value ($000) $19,592 Shares 68,780 Est. Cost $256.52 Unrealized
IVV iShares Core S&P 500 ETF 4.6%
Value ($000) $15,975 Shares 51,585 Est. Cost $272.41 Unrealized
AAPL Apple Inc 4.3%
Value ($000) $15,035 Shares 41,214 Est. Cost $71.40 Unrealized +5.2%
QQQ Powershares QQQ R Series 1 4.0%
Value ($000) $13,782 Shares 55,664 Est. Cost $197.81 Unrealized
SPY SPDR S&P 500 ETF 3.6%
Value ($000) $12,463 Shares 40,267 Est. Cost $268.36 Unrealized
XLK Technology Select Sector SPDR ETF 3.1%
Value ($000) $10,833 Shares 103,684 Est. Cost $73.81 Unrealized
MSFT Microsoft Corp 3.1%
Value ($000) $10,709 Shares 52,622 Est. Cost $154.18 Unrealized +12.2%
VUG Vanguard Growth ETF 2.4%
Value ($000) $8,275 Shares 40,950 Est. Cost $156.84 Unrealized
XLV Health Care Select Sector SPDR ETF 2.2%
Value ($000) $7,686 Shares 76,815 Est. Cost $91.76 Unrealized
VEA Vanguard FTSE Developed Markets ETF 2.1%
Value ($000) $7,437 Shares 191,732 Est. Cost $35.76 Unrealized
HEZU iShares Currency Hedged MSCI Eurozone ETF 2.1%
Value ($000) $7,314 Shares 259,947 Est. Cost $25.87 Unrealized
AMZN Amazon Com Inc 2.0%
Value ($000) $6,883 Shares 2,495 Est. Cost $96.16 Unrealized +25.6%
EMB iShares JPMorgan USD Emerging Markets Bond ETF 1.8%
Value ($000) $6,397 Shares 58,578 Est. Cost $109.21 Unrealized
EEM iShares MSCI Emerging Markets ETF 1.8%
Value ($000) $6,201 Shares 155,073 Est. Cost $37.75 Unrealized
AGG iShares Core US Aggregate Bond ETF 1.6%
Value ($000) $5,549 Shares 46,943 Est. Cost $117.42 Unrealized
LQD iShares iBoxx Invt Grade Bond ETF 1.5%
Value ($000) $5,320 Shares 39,557 Est. Cost $130.32 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 1.5%
Value ($000) $5,248 Shares 110,258 Est. Cost $42.64 Unrealized
XLF Sector SPDR Fincl Select 1.2%
Value ($000) $4,330 Shares 187,130 Est. Cost $25.63 Unrealized
DGRO iShares Trust Core (divid GWTH) 1.2%
Value ($000) $4,257 Shares 113,219 Est. Cost $33.24 Unrealized
VTI Vanguard Total Stock Market ETF 1.1%
Value ($000) $3,945 Shares 25,209 Est. Cost $128.76 Unrealized
DBJP Deutsche X-trackers MSCI Japan Hedged Eq ETF 1.1%
Value ($000) $3,809 Shares 95,632 Est. Cost $36.51 Unrealized
SCHH Schwab Strategic US REIT ETF 1.0%
Value ($000) $3,557 Shares 101,000 Est. Cost $35.22 Unrealized
EFG iShares MSCI EAFE Growth ETF 1.0%
Value ($000) $3,372 Shares 40,573 Est. Cost $73.66 Unrealized
IWF iShares Russell 1000 Growth Index ETF 0.9%
Value ($000) $3,269 Shares 17,031 Est. Cost $134.10 Unrealized
XLI SPDR Industrial Select Sector ETF 0.9%
Value ($000) $3,252 Shares 47,336 Est. Cost $64.92 Unrealized
MKC McCormick & Co Inc 0.9%
Value ($000) $3,227 Shares 17,988 Est. Cost $68.97 Unrealized +6.5%
XLC Communication Services Select Sector SPDR ETF 0.9%
Value ($000) $3,063 Shares 56,684 Est. Cost $45.55 Unrealized
SCHB Schwab U.S. Broad Market ETF 0.8%
Value ($000) $2,945 Shares 40,089 Est. Cost $60.42 Unrealized
USMV iShares MSCI USA Minimum Volatility ETF 0.8%
Value ($000) $2,807 Shares 46,302 Est. Cost $56.66 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.8%
Value ($000) $2,743 Shares 23,339 Est. Cost $113.14 Unrealized
XLY SPDR Consumer Discret Select Sector ETF 0.8%
Value ($000) $2,712 Shares 21,242 Est. Cost $110.85 Unrealized
GOOGL Alphabet Inc Cap STK (GOOGL) 0.7%
Value ($000) $2,556 Shares 1,803 Est. Cost $67.23 Unrealized -0.5%
XLP SPDR Consumer Staples Select Sector ETF 0.7%
Value ($000) $2,430 Shares 41,454 Est. Cost $54.70 Unrealized
GOVT iShares US Treasury Bond ETF 0.7%
Value ($000) $2,370 Shares 84,673 Est. Cost $28.00 Unrealized
EWU iShares MSCI Utd Kingdom ETF New 0.7%
Value ($000) $2,344 Shares 91,026 Est. Cost $25.19 Unrealized
EPP iShares MSCI Pacific ex Japan 0.7%
Value ($000) $2,299 Shares 57,842 Est. Cost $38.41 Unrealized
GOOG Alphabet Inc Cap STK (GOOG) 0.6%
Value ($000) $2,226 Shares 1,575 Est. Cost $60.10 Unrealized +11.4%
SHV iShares Short Treasury Bond ETF 0.6%
Value ($000) $2,221 Shares 20,064 Est. Cost $111.03 Unrealized
META Facebook Class A 0.6%
Value ($000) $2,057 Shares 9,060 Est. Cost $192.43 Unrealized +7.7%
IEFA iShares Core MSCI EAFE ETF 0.6%
Value ($000) $2,026 Shares 35,461 Est. Cost $50.37 Unrealized
ESGE iShares ESG MSCI EM ETF 0.6%
Value ($000) $1,975 Shares 61,591 Est. Cost $30.33 Unrealized
BA Boeing Co 0.5%
Value ($000) $1,860 Shares 10,149 Est. Cost $324.15 Unrealized -52.6%
IVW iShares S&P 500 Growth ETF 0.5%
Value ($000) $1,741 Shares 8,391 Est. Cost $173.80 Unrealized
IXN iShares Global Tech ETF 0.5%
Value ($000) $1,735 Shares 7,369 Est. Cost $223.56 Unrealized
EWC iShares MSCI Canada ETF 0.5%
Value ($000) $1,721 Shares 66,534 Est. Cost $23.24 Unrealized
TLT iShares 20 Year Treasury Bond 0.5%
Value ($000) $1,710 Shares 10,437 Est. Cost $128.10 Unrealized
NFLX Netflix Com Inc 0.5%
Value ($000) $1,683 Shares 3,699 Est. Cost $35.38 Unrealized +20.3%
SPGI S & P Global Inc 0.5%
Value ($000) $1,624 Shares 4,931 Est. Cost $281.77 Unrealized +1.9%
IHI iShares TR U.S. Med Devices ETF 0.5%
Value ($000) $1,618 Shares 6,111 Est. Cost $250.27 Unrealized
XLE Energy Select Sector SPDR ETF 0.4%
Value ($000) $1,532 Shares 40,479 Est. Cost $29.05 Unrealized
B G C Partners Class A 0.4%
Value ($000) $1,523 Shares 556,029 Est. Cost $2.52 Unrealized
FHLC Fidelity MSCI Health Care ETF 0.4%
Value ($000) $1,484 Shares 29,823 Est. Cost $43.53 Unrealized
GLOF iShares Edge MSCI (multifactor Global Etf) 0.4%
Value ($000) $1,440 Shares 51,685 Est. Cost $24.94 Unrealized
BRK/B Berkshire Hathaway (B) 0.4%
Value ($000) $1,430 Shares 8,013 Est. Cost $200.50 Unrealized -8.9%
HD Home Depot Inc 0.4%
Value ($000) $1,393 Shares 5,564 Est. Cost $189.38 Unrealized +5.5%
Mag Silver Corp F 0.4%
Value ($000) $1,337 Shares 94,840 Est. Cost $7.68 Unrealized
ROST Ross Stores Inc 0.4%
Value ($000) $1,321 Shares 15,500 Est. Cost $85.39 Unrealized +0.3%
NEAR iShares Short Maturity Bond ETF 0.4%
Value ($000) $1,318 Shares 26,374 Est. Cost $49.19 Unrealized
IGSB iShares 1-3 Year Credit Bond 0.4%
Value ($000) $1,284 Shares 23,486 Est. Cost $54.67 Unrealized
IHF iShares Dow Jones US Health Care ETF 0.3%
Value ($000) $1,178 Shares 6,107 Est. Cost $186.36 Unrealized
XLU Utilities Select Sector SPDR 0.3%
Value ($000) $1,152 Shares 20,423 Est. Cost $58.85 Unrealized
USB US Bancorp 0.3%
Value ($000) $1,140 Shares 30,574 Est. Cost $40.13 Unrealized -30.6%
IWM iShares Russell 2000 Index ETF 0.3%
Value ($000) $1,066 Shares 7,448 Est. Cost $133.93 Unrealized
BB Blackberry LTD 0.3%
Value ($000) $1,047 Shares 214,215 Est. Cost $5.43 Unrealized -16.8%
VOOV Vanguard Admiral FDS (inc S&P 500 Value Index FD ETF SHS) 0.3%
Value ($000) $1,034 Shares 9,900 Est. Cost $115.66 Unrealized
NMRK Newmark Group Inc 0.3%
Value ($000) $1,016 Shares 209,223 Est. Cost $9.21 Unrealized -56.7%
R One R C M Inc 0.3%
Value ($000) $1,012 Shares 90,796 Est. Cost $9.09 Unrealized
ILMN Illumina Inc 0.3%
Value ($000) $999 Shares 2,700 Est. Cost $279.63 Unrealized +15.1%
IJR iShares Core S&P Small-Cap ETF 0.3%
Value ($000) $992 Shares 14,531 Est. Cost $74.84 Unrealized
EPD Enterprise Products Partners LP 0.3%
Value ($000) $969 Shares 53,358 Est. Cost $18.16 Unrealized
TSLA Tesla Motors Inc Com 0.3%
Value ($000) $959 Shares 889 Est. Cost $41.46 Unrealized +30.5%
IWR iShares Russell Mid-Cap ETF 0.3%
Value ($000) $953 Shares 17,788 Est. Cost $48.81 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $941 Shares 9,593 Est. Cost $59.04 Unrealized +19.4%
JPM JPMorgan Chase & Co 0.3%
Value ($000) $892 Shares 9,493 Est. Cost $100.94 Unrealized -19.0%
ORCL Oracle Corporation 0.2%
Value ($000) $831 Shares 15,045 Est. Cost $47.50 Unrealized +3.1%
GDX Vaneck Vectors ETF (TR Gold Miners ETF) 0.2%
Value ($000) $824 Shares 22,485 Est. Cost $36.65 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $789 Shares 5,616 Est. Cost $113.67 Unrealized +9.3%
IWB iShares Russell 1000 ETF 0.2%
Value ($000) $776 Shares 4,524 Est. Cost $143.24 Unrealized
BNDX Vanguard Total Intl Bd Idx ETF 0.2%
Value ($000) $769 Shares 13,329 Est. Cost $56.27 Unrealized
XLB Materials Select Sector SPDR ETF 0.2%
Value ($000) $764 Shares 13,567 Est. Cost $50.17 Unrealized
ESGU iShares Esg MSCI USA ETF 0.2%
Value ($000) $759 Shares 10,851 Est. Cost $69.95 Unrealized
VLUE iShares Edge MSCI USA Value Factor ETF 0.2%
Value ($000) $757 Shares 10,486 Est. Cost $72.19 Unrealized
DVYE iShares Emerging Markets Dividend ETF 0.2%
Value ($000) $757 Shares 24,190 Est. Cost $32.54 Unrealized
AWK American WTR WKS Co 0.2%
Value ($000) $733 Shares 5,704 Est. Cost $111.91 Unrealized 0.0%
IGV iShares Expanded Tech-Software ETF 0.2%
Value ($000) $732 Shares 2,577 Est. Cost $210.93 Unrealized
JNK SPDR Barclays Capital High Yield Bond 0.2%
Value ($000) $730 Shares 7,225 Est. Cost $101.04 Unrealized
NEE Nextera Energy Inc 0.2%
Value ($000) $720 Shares 3,001 Est. Cost $46.37 Unrealized +12.1%
SUSL iShares Esg MSCI USA Leaders ETF IV 0.2%
Value ($000) $694 Shares 12,835 Est. Cost $45.07 Unrealized
MA Mastercard Inc CL A 0.2%
Value ($000) $681 Shares 2,306 Est. Cost $273.34 Unrealized 0.0%
BAC Bank Of America 0.2%
Value ($000) $678 Shares 28,585 Est. Cost $24.82 Unrealized -17.1%
C Citigroup Inc 0.2%
Value ($000) $645 Shares 12,630 Est. Cost $38.68 Unrealized 0.0%
SHYG iShares High Yield Corporat Bond ETF 0.2%
Value ($000) $623 Shares 14,537 Est. Cost $42.86 Unrealized
Textainer Group HLDG F 0.2%
Value ($000) $613 Shares 75,023 Est. Cost $8.22 Unrealized
Lithium Americas 0.2%
Value ($000) $611 Shares 120,615 Est. Cost $2.66 Unrealized
FLEX Flextronics 0.2%
Value ($000) $609 Shares 59,419 Est. Cost $7.21 Unrealized 0.0%
INTC Intel Corp 0.2%
Value ($000) $607 Shares 10,155 Est. Cost $52.39 Unrealized +1.5%
MRK Merck & Co Inc New 0.2%
Value ($000) $592 Shares 7,600 Est. Cost $65.38 Unrealized -3.8%
SCHF Schwab International Equity ETF 0.2%
Value ($000) $583 Shares 19,624 Est. Cost $28.27 Unrealized
HYMB SPDR Nuveen S&P High Yield Muni ETF 0.2%
Value ($000) $571 Shares 10,138 Est. Cost $59.38 Unrealized
Global Medical R E I T I 0.2%
Value ($000) $563 Shares 48,891 Est. Cost $10.32 Unrealized
BABA Alibaba Group HLDG 0.2%
Value ($000) $553 Shares 2,568 Est. Cost $172.00 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $552 Shares 1,515 Est. Cost $323.73 Unrealized 0.0%
SPLV Invesco Exchng (traded FD TR II S&P500 Low Vol) 0.2%
Value ($000) $549 Shares 11,065 Est. Cost $49.62 Unrealized
CVX Chevron Corporation 0.2%
Value ($000) $532 Shares 5,966 Est. Cost $84.59 Unrealized -17.5%
PG Procter & Gamble 0.1%
Value ($000) $516 Shares 4,318 Est. Cost $102.42 Unrealized -0.9%
SCHO Schwab Short Term US Treasury ETF 0.1%
Value ($000) $507 Shares 9,829 Est. Cost $51.75 Unrealized
XLRE Real Estate Select Sector SPDR 0.1%
Value ($000) $502 Shares 14,425 Est. Cost $34.43 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $499 Shares 10,715 Est. Cost $41.04 Unrealized -9.9%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $496 Shares 5,623 Est. Cost $86.31 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $481 Shares 6,545 Est. Cost $70.88 Unrealized -6.4%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $475 Shares 2,673 Est. Cost $164.05 Unrealized
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $462 Shares 2,237 Est. Cost $167.95 Unrealized
OEF iShares S&P 100 ETF 0.1%
Value ($000) $462 Shares 3,250 Est. Cost $129.60 Unrealized
Univar Inc Com 0.1%
Value ($000) $460 Shares 27,314 Est. Cost $10.72 Unrealized
BlackRock Inc 0.1%
Value ($000) $458 Shares 842 Est. Cost $440.03 Unrealized
XOM Exxon Mobil Corporation 0.1%
Value ($000) $458 Shares 10,257 Est. Cost $39.60 Unrealized -12.1%
GlaxoSmithKline PLC Adrf 0.1%
Value ($000) $449 Shares 10,786 Est. Cost $38.71 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $444 Shares 4,200 Est. Cost $105.11 Unrealized -12.3%
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $435 Shares 7,735 Est. Cost $56.24 Unrealized
KWEB Kraneshares CSI China Internet 0.1%
Value ($000) $428 Shares 6,925 Est. Cost $45.29 Unrealized
NKE Nike Inc Class B 0.1%
Value ($000) $415 Shares 4,229 Est. Cost $85.89 Unrealized -0.5%
V Visa Inc Com CL A 0.1%
Value ($000) $407 Shares 2,112 Est. Cost $175.53 Unrealized 0.0%
Seagate Technology 0.1%
Value ($000) $406 Shares 8,284 Est. Cost $49.45 Unrealized
PSTG Pure Storage Inc CL 0.1%
Value ($000) $395 Shares 22,815 Est. Cost $16.21 Unrealized -7.5%
GLD SPDR Gold Trust 0.1%
Value ($000) $393 Shares 2,350 Est. Cost $167.23 Unrealized
AMAT Applied Materials 0.1%
Value ($000) $383 Shares 6,341 Est. Cost $53.68 Unrealized -4.6%
ITOT iShares Core S&P Total 0.1%
Value ($000) $367 Shares 5,299 Est. Cost $57.68 Unrealized
SHY iShares 1-3 Year Treasury Bond 0.1%
Value ($000) $360 Shares 4,168 Est. Cost $85.15 Unrealized
HUN Huntsman Corp 0.1%
Value ($000) $358 Shares 19,976 Est. Cost $16.79 Unrealized 0.0%
FMC FMC Corp New 0.1%
Value ($000) $357 Shares 3,570 Est. Cost $77.89 Unrealized 0.0%
CHTR Charter Communicatn 0.1%
Value ($000) $355 Shares 697 Est. Cost $489.07 Unrealized +3.7%
VZ Verizon Communications 0.1%
Value ($000) $349 Shares 6,341 Est. Cost $40.58 Unrealized +0.4%
SPTM SPDR Portfolio S P 1500 CMPST ST ETF 0.1%
Value ($000) $329 Shares 8,730 Est. Cost $31.50 Unrealized
MMM 3M Company 0.1%
Value ($000) $322 Shares 2,066 Est. Cost $105.77 Unrealized -3.2%
AMLP Alerian MLP ETF 0.1%
Value ($000) $319 Shares 12,937 Est. Cost $24.66 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $319 Shares 13,117 Est. Cost $20.69 Unrealized
MCD MC Donalds Corp 0.1%
Value ($000) $318 Shares 1,724 Est. Cost $178.49 Unrealized -9.8%
SCHW The Charles Schwab Corp 0.1%
Value ($000) $318 Shares 9,444 Est. Cost $38.68 Unrealized -14.2%
ETN Eaton Corp PLC F 0.1%
Value ($000) $317 Shares 3,625 Est. Cost $82.63 Unrealized -9.5%
HTHT Huazhu Group Limited 0.1%
Value ($000) $315 Shares 9,000 Est. Cost $29.00 Unrealized
QUAL Ishars Edg MSCI USA QLTY FCTR ETF 0.1%
Value ($000) $311 Shares 3,250 Est. Cost $80.99 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $309 Shares 5,261 Est. Cost $48.54 Unrealized -1.3%
CCK Crown HLDGS Inc 0.1%
Value ($000) $302 Shares 4,642 Est. Cost $59.79 Unrealized 0.0%
Magellan Midstream Partners 0.1%
Value ($000) $301 Shares 6,975 Est. Cost $43.15 Unrealized
PFE Pfizer Incorporated 0.1%
Value ($000) $296 Shares 9,080 Est. Cost $25.85 Unrealized +0.6%
MDY SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $293 Shares 901 Est. Cost $355.30 Unrealized
VGSH Vanguard Short Term Treasury ETF 0.1%
Value ($000) $279 Shares 4,491 Est. Cost $62.33 Unrealized
IYW iShares Russell Top 200 Growth ETF 0.1%
Value ($000) $278 Shares 1,031 Est. Cost $204.55 Unrealized
AZN Astrazeneca ADR Each 0.1%
Value ($000) $274 Shares 5,196 Est. Cost $44.65 Unrealized
NICE Nice SYS LTD 0.1%
Value ($000) $273 Shares 1,445 Est. Cost $143.25 Unrealized
SGOL Aberdeen STNDRD PHYSCL Swiss GLD ETF 0.1%
Value ($000) $271 Shares 15,830 Est. Cost $17.12 Unrealized
ACWI iShares MSCI ACWI Index ETF 0.1%
Value ($000) $269 Shares 3,658 Est. Cost $63.26 Unrealized
BRK/A Berkshire Hathaway (A) 0.1%
Value ($000) $267 Shares 1 Est. Cost $309458.20 Unrealized -11.4%
IXUS iShares Core MSCI Total International Stock ETF 0.1%
Value ($000) $264 Shares 4,844 Est. Cost $54.50 Unrealized
SLQD iShares Trust 0-5 YR Corporate Bond Fund ETF 0.1%
Value ($000) $255 Shares 4,894 Est. Cost $52.10 Unrealized
NG Novagold Res Inc Com 0.1%
Value ($000) $253 Shares 27,583 Est. Cost $8.55 Unrealized +18.5%
Medallia Inc Com 0.1%
Value ($000) $252 Shares 10,000 Est. Cost $25.20 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $250 Shares 3,516 Est. Cost $54.79 Unrealized 0.0%
CCI Crown Castle Intl Corp 0.1%
Value ($000) $250 Shares 1,499 Est. Cost $125.06 Unrealized 0.0%
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $249 Shares 2,302 Est. Cost $108.17 Unrealized
COLB Columbia BKG SYS Inc 0.1%
Value ($000) $245 Shares 8,645 Est. Cost $26.37 Unrealized -26.6%
GRMN Garmin LTD Com 0.1%
Value ($000) $243 Shares 2,500 Est. Cost $75.49 Unrealized 0.0%
CRM Salesforce Com Inc 0.1%
Value ($000) $243 Shares 1,300 Est. Cost $169.39 Unrealized -1.7%
WELL Welltower Inc Com 0.1%
Value ($000) $235 Shares 4,545 Est. Cost $41.78 Unrealized 0.0%
FGD First TR Exchange (traded FD II First TR Dow Jones Global Select Dividend) 0.1%
Value ($000) $227 Shares 12,625 Est. Cost $22.94 Unrealized
ICL Icl Group LTD F 0.1%
Value ($000) $226 Shares 74,379 Est. Cost $3.35 Unrealized 0.0%
ACN Accenture PLC CLS A 0.1%
Value ($000) $226 Shares 1,055 Est. Cost $174.62 Unrealized 0.0%
First TR Energy (infrastrctr FD Com) 0.1%
Value ($000) $225 Shares 22,495 Est. Cost $10.00 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $224 Shares 5,250 Est. Cost $16.59 Unrealized 0.0%
XBI SPDR S&P Biotech ETF 0.1%
Value ($000) $223 Shares 2,000 Est. Cost $111.50 Unrealized
VGIT Vanguard Interm Treasury ETF 0.1%
Value ($000) $220 Shares 3,118 Est. Cost $70.63 Unrealized
F Ford MTR Co Del 0.1%
Value ($000) $218 Shares 35,876 Est. Cost $5.65 Unrealized -25.7%
HLT Hilton Worldwide 0.1%
Value ($000) $217 Shares 2,967 Est. Cost $96.08 Unrealized -23.7%
SOXX iShares TR (PHLX Semiconductor Etf) 0.1%
Value ($000) $215 Shares 797 Est. Cost $269.76 Unrealized
iShares Gold Trust 0.1%
Value ($000) $215 Shares 12,671 Est. Cost $16.97 Unrealized
MAR Marriott Intl 0.1%
Value ($000) $213 Shares 2,495 Est. Cost $83.76 Unrealized 0.0%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $213 Shares 2,340 Est. Cost $79.79 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.1%
Value ($000) $209 Shares 1,325 Est. Cost $157.74 Unrealized
HON Honeywell International 0.1%
Value ($000) $205 Shares 1,418 Est. Cost $117.88 Unrealized 0.0%
DHR Danaher Corp 0.1%
Value ($000) $200 Shares 1,133 Est. Cost $140.03 Unrealized 0.0%
TSBK Timberland Bancorp 0.1%
Value ($000) $193 Shares 10,645 Est. Cost $20.11 Unrealized -29.4%
MPLX MPLX LP 0.0%
Value ($000) $173 Shares 10,028 Est. Cost $24.78 Unrealized
FS KKR Cap Corp II 0.0%
Value ($000) $164 Shares 12,734 Est. Cost $12.88 Unrealized
UUUU Energy Fuels Inc Com 0.0%
Value ($000) $164 Shares 108,651 Est. Cost $1.40 Unrealized +13.4%
Endurance Intl 0.0%
Value ($000) $153 Shares 38,062 Est. Cost $6.64 Unrealized
Acelrx Pharmaceutl 0.0%
Value ($000) $123 Shares 101,965 Est. Cost $1.18 Unrealized
Put FOCS @ $25.0 Exp Aug 21, 2020 0.0%
Value ($000) $95 Shares 50,000 Est. Cost $23.80 Unrealized