D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 22, 2020

Total Value ($000): $249,159 (100.0% shares, 0.0% debt)

Holdings (203)

SCHX Schwab US Large-Cap ETF 6.5%
Value ($000) $16,251 Shares 201,556 Est. Cost $64.59 Unrealized
SCHZ Schwab US Aggregate Bond ETF 6.2%
Value ($000) $15,507 Shares 276,530 Est. Cost $52.63 Unrealized
SCHO Schwab Short-Term US Treasury ETF 5.7%
Value ($000) $14,128 Shares 274,340 Est. Cost $50.41 Unrealized
VTI Vanguard Total Stock Market ETF 4.0%
Value ($000) $9,844 Shares 57,802 Est. Cost $137.62 Unrealized
SPLV PowerShares S&P 500 Low Volatility ETF 3.4%
Value ($000) $8,457 Shares 157,679 Est. Cost $54.24 Unrealized
SCHB Schwab US Broad Market ETF 3.4%
Value ($000) $8,354 Shares 104,900 Est. Cost $66.06 Unrealized
GLD SPDR Gold Shares ETF 2.8%
Value ($000) $6,944 Shares 39,210 Est. Cost $142.57 Unrealized
AAPL Apple Inc 2.4%
Value ($000) $6,080 Shares 52,505 Est. Cost $90.71 Unrealized +16.8%
XLK Technology Select Sector SPDR ETF 2.4%
Value ($000) $5,858 Shares 50,198 Est. Cost $88.20 Unrealized
MSFT Microsoft Corp 1.7%
Value ($000) $4,204 Shares 19,990 Est. Cost $87.64 Unrealized +129.1%
SCHD Schwab US Dividend Equity ETF 1.5%
Value ($000) $3,787 Shares 68,482 Est. Cost $51.23 Unrealized
SCHR Schwab Intermediate-Term US Treasury ETF 1.2%
Value ($000) $3,016 Shares 51,411 Est. Cost $54.16 Unrealized
ADP Automatic Data Processing Inc 1.1%
Value ($000) $2,826 Shares 20,265 Est. Cost $97.95 Unrealized +27.6%
PPG PPG Industries Inc 1.0%
Value ($000) $2,557 Shares 20,953 Est. Cost $96.25 Unrealized +9.4%
AMZN Amazon.com Inc 0.9%
Value ($000) $2,326 Shares 739 Est. Cost $83.82 Unrealized +88.1%
VCSH Vanguard Short-Term Corporate Bond ETF 0.9%
Value ($000) $2,323 Shares 28,048 Est. Cost $78.99 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $2,247 Shares 15,093 Est. Cost $110.23 Unrealized +15.2%
RH RH 0.9%
Value ($000) $2,176 Shares 5,689 Est. Cost $99.25 Unrealized +217.8%
BND Vanguard Total Bond Market ETF 0.9%
Value ($000) $2,168 Shares 24,578 Est. Cost $81.80 Unrealized
BRK/B Berkshire Hathaway Inc B 0.9%
Value ($000) $2,164 Shares 10,163 Est. Cost $197.11 Unrealized +3.8%
PNC PNC Financial Services Group Inc 0.8%
Value ($000) $2,004 Shares 18,241 Est. Cost $105.00 Unrealized -15.5%
MA Mastercard Inc A 0.8%
Value ($000) $1,992 Shares 5,893 Est. Cost $193.54 Unrealized +63.1%
VOO Vanguard S&P 500 ETF 0.8%
Value ($000) $1,874 Shares 6,091 Est. Cost $248.39 Unrealized
SCHF Schwab International Equity ETF 0.7%
Value ($000) $1,818 Shares 57,911 Est. Cost $32.30 Unrealized
KO Coca Cola Co 0.7%
Value ($000) $1,779 Shares 36,053 Est. Cost $37.18 Unrealized +9.7%
HD The Home Depot Inc 0.7%
Value ($000) $1,746 Shares 6,288 Est. Cost $148.96 Unrealized +59.5%
V Visa Inc A 0.7%
Value ($000) $1,696 Shares 8,482 Est. Cost $129.76 Unrealized +48.1%
SCHA Schwab US Small-Cap ETF 0.7%
Value ($000) $1,637 Shares 23,966 Est. Cost $69.41 Unrealized
VZ Verizon Communications Inc 0.7%
Value ($000) $1,633 Shares 27,463 Est. Cost $33.70 Unrealized +26.3%
QCOM Qualcomm Inc 0.6%
Value ($000) $1,560 Shares 13,262 Est. Cost $50.95 Unrealized +86.7%
SCHP Schwab US TIPS ETF 0.6%
Value ($000) $1,544 Shares 25,053 Est. Cost $58.34 Unrealized
FVD First Trust Value Line Dividend ETF 0.6%
Value ($000) $1,543 Shares 49,065 Est. Cost $30.27 Unrealized
XLY Consumer Discret Select Sector SPDR ETF 0.6%
Value ($000) $1,519 Shares 10,336 Est. Cost $132.96 Unrealized
QQQ PowerShares QQQ ETF 0.6%
Value ($000) $1,506 Shares 5,421 Est. Cost $172.00 Unrealized
Invesco BulletShares 2020 Corporate Bond ETF 0.6%
Value ($000) $1,502 Shares 70,795 Est. Cost $21.21 Unrealized
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $1,395 Shares 9,974 Est. Cost $27.68 Unrealized +49.3%
MMM 3M Co 0.6%
Value ($000) $1,387 Shares 8,660 Est. Cost $105.75 Unrealized +4.4%
MCD McDonald's Corp 0.5%
Value ($000) $1,317 Shares 6,003 Est. Cost $141.04 Unrealized +28.6%
D Dominion Energy Inc 0.5%
Value ($000) $1,308 Shares 16,583 Est. Cost $56.07 Unrealized +10.7%
Unilever PLC ADR 0.5%
Value ($000) $1,270 Shares 20,599 Est. Cost $53.74 Unrealized
INTC Intel Corp 0.5%
Value ($000) $1,260 Shares 24,342 Est. Cost $37.59 Unrealized +23.8%
EXPE Expedia Inc 0.5%
Value ($000) $1,233 Shares 13,450 Est. Cost $88.09 Unrealized +1.3%
TSLA Tesla Inc 0.5%
Value ($000) $1,231 Shares 2,870 Est. Cost $118.07 Unrealized 0.0%
PFE Pfizer Inc 0.5%
Value ($000) $1,226 Shares 33,421 Est. Cost $24.12 Unrealized +12.4%
AGG iShares Core US Aggregate Bond ETF 0.5%
Value ($000) $1,213 Shares 10,280 Est. Cost $115.40 Unrealized
META Facebook Inc A 0.5%
Value ($000) $1,209 Shares 4,619 Est. Cost $188.24 Unrealized +36.0%
VUG Vanguard Growth ETF 0.5%
Value ($000) $1,180 Shares 5,186 Est. Cost $141.88 Unrealized
NVS Novartis AG ADR 0.5%
Value ($000) $1,163 Shares 13,384 Est. Cost $81.46 Unrealized
BABA Alibaba Group Holding LTD ADR 0.5%
Value ($000) $1,148 Shares 3,907 Est. Cost $195.53 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.5%
Value ($000) $1,143 Shares 26,437 Est. Cost $46.07 Unrealized
LMT Lockheed Martin Corp 0.5%
Value ($000) $1,126 Shares 2,939 Est. Cost $262.99 Unrealized +25.1%
IWF iShares Russell 1000 Growth ETF 0.4%
Value ($000) $1,113 Shares 5,133 Est. Cost $141.22 Unrealized
XOM Exxon Mobil Corp 0.4%
Value ($000) $1,077 Shares 31,384 Est. Cost $49.52 Unrealized -34.7%
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $1,075 Shares 17,846 Est. Cost $47.00 Unrealized +3.4%
GOOGL Alphabet Inc A 0.4%
Value ($000) $1,066 Shares 728 Est. Cost $59.24 Unrealized +27.7%
ABBV AbbVie Inc 0.4%
Value ($000) $1,052 Shares 12,010 Est. Cost $67.80 Unrealized +12.6%
T AT&T Inc 0.4%
Value ($000) $1,052 Shares 36,914 Est. Cost $15.44 Unrealized +0.8%
SCHE Schwab Emerging Markets Equity ETF 0.4%
Value ($000) $1,037 Shares 38,783 Est. Cost $25.72 Unrealized
PYPL PayPal Holdings Inc 0.4%
Value ($000) $1,034 Shares 5,250 Est. Cost $105.99 Unrealized +77.3%
GLW Corning Inc 0.4%
Value ($000) $1,027 Shares 31,709 Est. Cost $24.77 Unrealized +7.6%
BHP BHP Billiton LTD ADR 0.4%
Value ($000) $1,023 Shares 19,796 Est. Cost $45.91 Unrealized
SBUX Starbucks Corp 0.4%
Value ($000) $1,003 Shares 11,684 Est. Cost $49.81 Unrealized +42.1%
WY Weyerhaeuser Co 0.4%
Value ($000) $995 Shares 34,912 Est. Cost $23.64 Unrealized -5.6%
MU Micron Technology Inc 0.4%
Value ($000) $993 Shares 21,152 Est. Cost $41.08 Unrealized +15.0%
DEO Diageo PLC ADR 0.4%
Value ($000) $982 Shares 7,139 Est. Cost $142.74 Unrealized
CSCO Cisco Systems Inc 0.4%
Value ($000) $979 Shares 24,863 Est. Cost $30.17 Unrealized +22.9%
VCIT Vanguard Interm-Term Corp Bond ETF 0.4%
Value ($000) $979 Shares 10,223 Est. Cost $85.47 Unrealized
DUK Duke Energy Corp 0.4%
Value ($000) $955 Shares 10,793 Est. Cost $62.57 Unrealized +6.6%
COST Costco Wholesale Corp 0.4%
Value ($000) $951 Shares 2,680 Est. Cost $191.76 Unrealized +61.2%
MDLZ Mondelez Intl A 0.4%
Value ($000) $943 Shares 16,422 Est. Cost $35.75 Unrealized +35.8%
ALC ALCON AG ORD SHS 0.4%
Value ($000) $929 Shares 16,322 Est. Cost $58.42 Unrealized -0.7%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.4%
Value ($000) $928 Shares 43,535 Est. Cost $21.21 Unrealized
BDX Becton Dickinson & Co 0.4%
Value ($000) $895 Shares 3,849 Est. Cost $189.75 Unrealized +18.8%
PM Philip Morris International Inc 0.4%
Value ($000) $888 Shares 11,849 Est. Cost $66.10 Unrealized -10.9%
SYY Sysco Corp 0.4%
Value ($000) $886 Shares 14,247 Est. Cost $47.57 Unrealized +6.0%
CVS CVS Health Corp 0.3%
Value ($000) $857 Shares 14,675 Est. Cost $52.02 Unrealized +0.7%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.3%
Value ($000) $831 Shares 1,332 Est. Cost $500.81 Unrealized +17.8%
CTRA CABOT OIL & GAS CORP COM 0.3%
Value ($000) $827 Shares 47,680 Est. Cost $12.00 Unrealized +19.3%
CVX Chevron Corp 0.3%
Value ($000) $824 Shares 11,448 Est. Cost $81.01 Unrealized -17.9%
Activision Blizzard Inc 0.3%
Value ($000) $814 Shares 10,056 Est. Cost $47.14 Unrealized
IDV iShares International Select Dividend ETF 0.3%
Value ($000) $771 Shares 30,929 Est. Cost $32.23 Unrealized
SCHH Schwab US Real Estate ETF 0.3%
Value ($000) $767 Shares 21,689 Est. Cost $40.24 Unrealized
NTR Nutrien LTD 0.3%
Value ($000) $765 Shares 19,525 Est. Cost $37.68 Unrealized -18.6%
KOP Koppers Holdings Inc 0.3%
Value ($000) $763 Shares 36,521 Est. Cost $35.91 Unrealized -38.6%
VTV Vanguard Value ETF 0.3%
Value ($000) $758 Shares 7,257 Est. Cost $103.75 Unrealized
MO Altria Group Inc 0.3%
Value ($000) $753 Shares 19,490 Est. Cost $35.16 Unrealized -22.7%
NFLX Netflix Inc 0.3%
Value ($000) $746 Shares 1,493 Est. Cost $42.56 Unrealized +16.9%
SPHQ PowerShares S&P 500 Quality ETF 0.3%
Value ($000) $745 Shares 19,294 Est. Cost $30.21 Unrealized
ICE Intercontinental Exchange Inc 0.3%
Value ($000) $744 Shares 7,442 Est. Cost $79.96 Unrealized +15.0%
Annaly Capital Management Inc 0.3%
Value ($000) $729 Shares 102,527 Est. Cost $10.46 Unrealized
Dunkin Brands Group Inc 0.3%
Value ($000) $726 Shares 8,874 Est. Cost $66.46 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.3%
Value ($000) $725 Shares 51,475 Est. Cost $15.19 Unrealized -6.6%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADS 0.3%
Value ($000) $717 Shares 8,775 Est. Cost $69.43 Unrealized
EQIX Equinix Inc 0.3%
Value ($000) $716 Shares 942 Est. Cost $349.39 Unrealized +95.6%
RTX Raytheon Technologies Corp 0.3%
Value ($000) $705 Shares 12,253 Est. Cost $54.61 Unrealized -1.7%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.3%
Value ($000) $701 Shares 32,126 Est. Cost $21.61 Unrealized
XLV Health Care Select Sector SPDR ETF 0.3%
Value ($000) $697 Shares 6,610 Est. Cost $95.95 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $694 Shares 2,073 Est. Cost $263.82 Unrealized
CHRW C.H. Robinson Worldwide Inc 0.3%
Value ($000) $688 Shares 6,733 Est. Cost $73.83 Unrealized +11.9%
ETN Eaton Corp PLC 0.3%
Value ($000) $673 Shares 6,604 Est. Cost $74.64 Unrealized +19.5%
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $666 Shares 16,285 Est. Cost $43.33 Unrealized
OSK Oshkosh Corp 0.3%
Value ($000) $659 Shares 8,970 Est. Cost $67.93 Unrealized +3.6%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.3%
Value ($000) $653 Shares 30,005 Est. Cost $20.85 Unrealized
SSD Simpson Manufacturing 0.3%
Value ($000) $644 Shares 6,637 Est. Cost $57.93 Unrealized +56.5%
TSCO Tractor Supply Co 0.3%
Value ($000) $637 Shares 4,448 Est. Cost $14.84 Unrealized +77.7%
JJSF J&J Snack Foods Corp 0.2%
Value ($000) $615 Shares 4,722 Est. Cost $132.40 Unrealized -11.8%
AMT American Tower Corp 0.2%
Value ($000) $614 Shares 2,544 Est. Cost $117.11 Unrealized +85.1%
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $613 Shares 1,824 Est. Cost $266.24 Unrealized
CRM Salesforce.com Inc 0.2%
Value ($000) $606 Shares 2,412 Est. Cost $169.39 Unrealized +27.7%
SBAC SBA Communications Corp A 0.2%
Value ($000) $604 Shares 1,897 Est. Cost $147.24 Unrealized +93.0%
MAIN Main Street Capital Corp 0.2%
Value ($000) $599 Shares 20,272 Est. Cost $38.51 Unrealized -20.4%
SJM JM Smucker Co 0.2%
Value ($000) $596 Shares 5,160 Est. Cost $89.71 Unrealized +4.2%
EA Electronic Arts Inc 0.2%
Value ($000) $596 Shares 4,575 Est. Cost $111.13 Unrealized +19.3%
NOW ServiceNow Inc 0.2%
Value ($000) $595 Shares 1,228 Est. Cost $35.79 Unrealized +149.6%
LFUS Littelfuse Inc 0.2%
Value ($000) $587 Shares 3,312 Est. Cost $184.85 Unrealized -4.0%
XLF Financial Select Sector SPDR ETF 0.2%
Value ($000) $576 Shares 23,938 Est. Cost $29.02 Unrealized
SHOP Shopify Inc A 0.2%
Value ($000) $575 Shares 563 Est. Cost $75.06 Unrealized +32.4%
IAA INC COM 0.2%
Value ($000) $574 Shares 11,038 Est. Cost $43.22 Unrealized
WPC W.P. Carey Inc 0.2%
Value ($000) $574 Shares 8,811 Est. Cost $65.36 Unrealized
NKE Nike Inc B 0.2%
Value ($000) $540 Shares 4,305 Est. Cost $72.20 Unrealized +38.0%
CPRT COPART INC COM 0.2%
Value ($000) $535 Shares 5,093 Est. Cost $22.30 Unrealized +8.6%
BMRN Biomarin Pharmaceutical Inc 0.2%
Value ($000) $534 Shares 7,022 Est. Cost $84.73 Unrealized +19.4%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $532 Shares 4,511 Est. Cost $120.40 Unrealized
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $530 Shares 1,201 Est. Cost $310.51 Unrealized +31.2%
ENB Enbridge Inc 0.2%
Value ($000) $503 Shares 17,229 Est. Cost $22.85 Unrealized -3.7%
WRB BERKLEY W R CORP COM 0.2%
Value ($000) $503 Shares 8,235 Est. Cost $24.25 Unrealized 0.0%
PIONEER NAT RES CO COM 0.2%
Value ($000) $497 Shares 5,780 Est. Cost $97.66 Unrealized
FOXF Fox Factory Holding Corp 0.2%
Value ($000) $493 Shares 6,643 Est. Cost $64.81 Unrealized +38.8%
IJR iShares S&P Small-Cap ETF 0.2%
Value ($000) $491 Shares 7,002 Est. Cost $76.55 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $469 Shares 2,253 Est. Cost $173.02 Unrealized +6.1%
DBP PowerShares DB Precious Metals ETF 0.2%
Value ($000) $468 Shares 9,129 Est. Cost $41.80 Unrealized
PEP Pepsico Inc 0.2%
Value ($000) $449 Shares 3,246 Est. Cost $90.68 Unrealized +27.0%
iShares Gold Trust ETF 0.2%
Value ($000) $441 Shares 24,546 Est. Cost $12.87 Unrealized
GO GROCERY OUTLET HLDG CORP COM 0.2%
Value ($000) $434 Shares 11,061 Est. Cost $36.80 Unrealized +12.0%
MDT Medtronic PLC 0.2%
Value ($000) $433 Shares 4,170 Est. Cost $67.37 Unrealized +28.0%
VYM Vanguard High Dividend Yield Index 0.2%
Value ($000) $433 Shares 5,361 Est. Cost $82.91 Unrealized
BR Broadridge Financial Solutions Inc 0.2%
Value ($000) $422 Shares 3,200 Est. Cost $76.08 Unrealized +60.5%
FXF CurrencyShares Swiss Franc ETF 0.2%
Value ($000) $422 Shares 4,257 Est. Cost $97.69 Unrealized
CONCHO RES INC COM 0.2%
Value ($000) $421 Shares 9,555 Est. Cost $51.45 Unrealized
FMC FMC CORP COM NEW 0.2%
Value ($000) $420 Shares 3,970 Est. Cost $77.89 Unrealized +16.5%
VMC VULCAN MATLS CO COM 0.2%
Value ($000) $418 Shares 3,085 Est. Cost $104.50 Unrealized +15.1%
OLLI Ollies Bargain Outlet Hldgs Inc 0.2%
Value ($000) $417 Shares 4,780 Est. Cost $66.21 Unrealized +47.7%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $415 Shares 3,225 Est. Cost $109.66 Unrealized
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $406 Shares 1,833 Est. Cost $190.86 Unrealized
MLR MILLER INDS INC TENN COM NEW 0.2%
Value ($000) $404 Shares 13,236 Est. Cost $25.93 Unrealized +4.3%
HLT HILTON WORLDWIDE HLDGS INC COM 0.2%
Value ($000) $403 Shares 4,730 Est. Cost $82.53 Unrealized 0.0%
Kansas City Southern 0.2%
Value ($000) $399 Shares 2,210 Est. Cost $149.12 Unrealized
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2%
Value ($000) $397 Shares 2,946 Est. Cost $156.70 Unrealized
VPL Vanguard FTSE Pacific ETF 0.2%
Value ($000) $397 Shares 5,836 Est. Cost $72.58 Unrealized
DLTR DOLLAR TREE INC COM 0.2%
Value ($000) $395 Shares 4,330 Est. Cost $85.14 Unrealized +10.5%
IVW iShares S&P 500 Growth ETF 0.2%
Value ($000) $391 Shares 1,696 Est. Cost $159.02 Unrealized
MCO Moody's Corporation 0.2%
Value ($000) $390 Shares 1,346 Est. Cost $154.93 Unrealized +76.1%
NSP Insperity Inc 0.2%
Value ($000) $379 Shares 5,790 Est. Cost $57.20 Unrealized 0.0%
EQT EQT Corp 0.2%
Value ($000) $379 Shares 29,324 Est. Cost $12.31 Unrealized +12.0%
PLOW DOUGLAS DYNAMICS INC COM 0.2%
Value ($000) $377 Shares 11,030 Est. Cost $35.54 Unrealized +3.9%
SCHM Schwab US Mid-Cap ETF 0.2%
Value ($000) $375 Shares 6,762 Est. Cost $50.51 Unrealized
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $374 Shares 7,144 Est. Cost $57.97 Unrealized
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $370 Shares 5,819 Est. Cost $67.87 Unrealized
CCJ Cameco Corp 0.1%
Value ($000) $369 Shares 36,565 Est. Cost $10.63 Unrealized 0.0%
CDW CDW Corp 0.1%
Value ($000) $368 Shares 3,085 Est. Cost $107.20 Unrealized 0.0%
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $363 Shares 3,138 Est. Cost $112.78 Unrealized
MNRO Monro Muffler Brakes Inc 0.1%
Value ($000) $359 Shares 8,863 Est. Cost $62.22 Unrealized -18.0%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $358 Shares 995 Est. Cost $182.65 Unrealized +84.7%
XLU Utilities Select Sector SPDR ETF 0.1%
Value ($000) $355 Shares 5,980 Est. Cost $55.41 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $351 Shares 5,480 Est. Cost $55.01 Unrealized
EMB iShares Emerging Markets Bond ETF 0.1%
Value ($000) $334 Shares 3,012 Est. Cost $108.56 Unrealized
SNA Snap-on Inc 0.1%
Value ($000) $328 Shares 2,231 Est. Cost $130.74 Unrealized -3.4%
TRMB TRIMBLE INC COM 0.1%
Value ($000) $322 Shares 6,618 Est. Cost $47.78 Unrealized 0.0%
Total SA ADR 0.1%
Value ($000) $322 Shares 9,414 Est. Cost $37.24 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.1%
Value ($000) $321 Shares 1,967 Est. Cost $163.19 Unrealized
FXL First Trust Technology AlphaDEX ETF 0.1%
Value ($000) $320 Shares 3,530 Est. Cost $61.03 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $320 Shares 1,628 Est. Cost $147.13 Unrealized +12.1%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $320 Shares 1 Est. Cost $284799.47 Unrealized +7.7%
COP ConocoPhillips 0.1%
Value ($000) $318 Shares 9,691 Est. Cost $40.98 Unrealized -23.8%
XMLV Invesco S&P Mid-Cap Low Volatility ETF 0.1%
Value ($000) $314 Shares 7,557 Est. Cost $47.08 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $313 Shares 2,787 Est. Cost $109.80 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $311 Shares 3,751 Est. Cost $43.06 Unrealized +53.1%
EOG EOG Resources Inc 0.1%
Value ($000) $308 Shares 8,575 Est. Cost $49.68 Unrealized -29.8%
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $298 Shares 2,357 Est. Cost $123.40 Unrealized
TT Ingersoll-Rand PLC 0.1%
Value ($000) $290 Shares 2,393 Est. Cost $80.66 Unrealized +29.8%
PRLB Proto Labs Inc 0.1%
Value ($000) $286 Shares 2,213 Est. Cost $108.27 Unrealized +21.4%
GGG Graco Inc 0.1%
Value ($000) $280 Shares 4,578 Est. Cost $43.92 Unrealized +18.9%
ACN Accenture PLC A 0.1%
Value ($000) $257 Shares 1,140 Est. Cost $174.62 Unrealized +21.6%
DIS Walt Disney Co 0.1%
Value ($000) $249 Shares 2,011 Est. Cost $125.32 Unrealized -2.6%
INCY Incyte Corp 0.1%
Value ($000) $244 Shares 2,725 Est. Cost $76.89 Unrealized +25.5%
TXN Texas Instruments Inc 0.1%
Value ($000) $241 Shares 1,691 Est. Cost $116.84 Unrealized 0.0%
SLB Schlumberger LTD 0.1%
Value ($000) $237 Shares 15,266 Est. Cost $32.33 Unrealized -48.9%
WELL Welltower Inc 0.1%
Value ($000) $237 Shares 4,311 Est. Cost $41.78 Unrealized +13.2%
IEI iShares 3-7 Treasury Bond ETF 0.1%
Value ($000) $225 Shares 1,685 Est. Cost $122.30 Unrealized
FNCL Fidelity MSCI Financials ETF 0.1%
Value ($000) $221 Shares 6,547 Est. Cost $38.16 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $218 Shares 2,734 Est. Cost $58.96 Unrealized +9.5%
RWX SPDR Dow Jones International Real Estate ETF 0.1%
Value ($000) $212 Shares 7,148 Est. Cost $28.80 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $207 Shares 883 Est. Cost $208.84 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.1%
Value ($000) $203 Shares 3,875 Est. Cost $52.39 Unrealized
JPM JP Morgan Chase & Co 0.1%
Value ($000) $203 Shares 2,114 Est. Cost $81.74 Unrealized +4.5%
PG Procter & Gamble Co 0.1%
Value ($000) $202 Shares 1,457 Est. Cost $116.35 Unrealized 0.0%
CME CME Group Inc A 0.1%
Value ($000) $200 Shares 1,200 Est. Cost $142.48 Unrealized -4.4%
FS KKR Capital Corp II 0.1%
Value ($000) $156 Shares 10,616 Est. Cost $14.69 Unrealized
CLF Cliffs Natural Resources Inc 0.0%
Value ($000) $86 Shares 13,398 Est. Cost $6.11 Unrealized -1.4%
Retail Properties of America 0.0%
Value ($000) $83 Shares 14,397 Est. Cost $13.45 Unrealized
ServiceSource International Inc 0.0%
Value ($000) $20 Shares 14,250 Est. Cost $0.84 Unrealized
TELLURIAN INC NEW COM 0.0%
Value ($000) $10 Shares 13,196 Est. Cost $0.76 Unrealized
Oasis Petroleum Inc 0.0%
Value ($000) $4 Shares 15,250 Est. Cost $2.45 Unrealized