D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value ($000): $250,475 (100.0% shares, 0.0% debt)

Holdings (199)

SCHX Schwab US Large-Cap ETF 6.6%
Value ($000) $16,439 Shares 180,749 Est. Cost $64.59 Unrealized
SCHZ Schwab US Aggregate Bond ETF 6.4%
Value ($000) $15,957 Shares 284,796 Est. Cost $52.73 Unrealized
VTI Vanguard Total Stock Market ETF 4.4%
Value ($000) $10,958 Shares 56,299 Est. Cost $137.62 Unrealized
SCHO Schwab Short-Term US Treasury ETF 4.1%
Value ($000) $10,291 Shares 200,253 Est. Cost $50.41 Unrealized
SCHB Schwab US Broad Market ETF 3.3%
Value ($000) $8,352 Shares 91,792 Est. Cost $66.06 Unrealized
AAPL Apple Inc 3.1%
Value ($000) $7,828 Shares 58,995 Est. Cost $93.60 Unrealized +25.0%
XLK Technology Select Sector SPDR ETF 2.6%
Value ($000) $6,501 Shares 50,006 Est. Cost $88.20 Unrealized
GLD SPDR Gold Shares ETF 2.3%
Value ($000) $5,719 Shares 32,066 Est. Cost $142.57 Unrealized
VIG Vanguard Dividend Appreciation ETF 1.8%
Value ($000) $4,432 Shares 31,395 Est. Cost $137.93 Unrealized
SCHD Schwab US Dividend Equity ETF 1.6%
Value ($000) $3,895 Shares 60,732 Est. Cost $51.23 Unrealized
MSFT Microsoft Corp 1.4%
Value ($000) $3,600 Shares 16,186 Est. Cost $87.64 Unrealized +135.1%
ADP Automatic Data Processing Inc 1.4%
Value ($000) $3,513 Shares 19,939 Est. Cost $97.95 Unrealized +50.5%
SCHF Schwab International Equity ETF 1.3%
Value ($000) $3,156 Shares 87,645 Est. Cost $33.56 Unrealized
SPLV PowerShares S&P 500 Low Volatility ETF 1.2%
Value ($000) $3,130 Shares 55,674 Est. Cost $54.24 Unrealized
AMZN Amazon.com Inc 1.2%
Value ($000) $3,081 Shares 946 Est. Cost $100.40 Unrealized +58.9%
PPG PPG Industries Inc 1.2%
Value ($000) $2,956 Shares 20,500 Est. Cost $96.25 Unrealized +30.9%
TSLA Tesla Inc 1.1%
Value ($000) $2,870 Shares 4,068 Est. Cost $133.55 Unrealized +27.8%
VCSH Vanguard Short-Term Corporate Bond ETF 1.1%
Value ($000) $2,847 Shares 34,202 Est. Cost $79.76 Unrealized
PNC PNC Financial Services Group Inc 1.1%
Value ($000) $2,640 Shares 17,719 Est. Cost $105.00 Unrealized +1.4%
RH RH 1.0%
Value ($000) $2,487 Shares 5,559 Est. Cost $99.25 Unrealized +315.2%
JNJ Johnson & Johnson 1.0%
Value ($000) $2,407 Shares 15,295 Est. Cost $110.45 Unrealized +15.5%
BRK/B Berkshire Hathaway Inc B 0.9%
Value ($000) $2,193 Shares 9,461 Est. Cost $197.11 Unrealized +11.7%
VOO Vanguard S&P 500 ETF 0.8%
Value ($000) $2,112 Shares 6,147 Est. Cost $248.39 Unrealized
KO Coca Cola Co 0.8%
Value ($000) $2,010 Shares 36,666 Est. Cost $37.30 Unrealized +18.7%
BND Vanguard Total Bond Market ETF 0.8%
Value ($000) $1,966 Shares 22,298 Est. Cost $81.80 Unrealized
QCOM Qualcomm Inc 0.7%
Value ($000) $1,835 Shares 12,049 Est. Cost $50.95 Unrealized +144.8%
META Facebook Inc A 0.7%
Value ($000) $1,751 Shares 6,412 Est. Cost $211.73 Unrealized +28.6%
SCHR Schwab Intermediate-Term US Treasury ETF 0.7%
Value ($000) $1,746 Shares 30,005 Est. Cost $54.16 Unrealized
MA Mastercard Inc A 0.7%
Value ($000) $1,744 Shares 4,886 Est. Cost $193.54 Unrealized +67.1%
HD The Home Depot Inc 0.7%
Value ($000) $1,697 Shares 6,389 Est. Cost $150.44 Unrealized +61.2%
QQQ PowerShares QQQ ETF 0.7%
Value ($000) $1,671 Shares 5,327 Est. Cost $172.00 Unrealized
XLY Consumer Discret Select Sector SPDR ETF 0.7%
Value ($000) $1,633 Shares 10,161 Est. Cost $132.96 Unrealized
MMM 3M Co 0.6%
Value ($000) $1,569 Shares 8,978 Est. Cost $106.16 Unrealized +10.7%
GOOGL Alphabet Inc A 0.6%
Value ($000) $1,559 Shares 890 Est. Cost $63.65 Unrealized +31.2%
VZ Verizon Communications Inc 0.6%
Value ($000) $1,540 Shares 26,226 Est. Cost $33.70 Unrealized +30.5%
V Visa Inc A 0.6%
Value ($000) $1,485 Shares 6,791 Est. Cost $129.76 Unrealized +52.0%
XOM Exxon Mobil Corp 0.6%
Value ($000) $1,480 Shares 35,924 Est. Cost $47.10 Unrealized -35.5%
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $1,428 Shares 9,907 Est. Cost $27.68 Unrealized +63.5%
EXPE Expedia Inc 0.6%
Value ($000) $1,394 Shares 10,536 Est. Cost $88.09 Unrealized +26.9%
VWO Vanguard FTSE Emerging Markets ETF 0.5%
Value ($000) $1,314 Shares 26,224 Est. Cost $46.07 Unrealized
PYPL PayPal Holdings Inc 0.5%
Value ($000) $1,266 Shares 5,408 Est. Cost $108.94 Unrealized +89.8%
BABA Alibaba Group Holding LTD ADR 0.5%
Value ($000) $1,260 Shares 5,414 Est. Cost $205.89 Unrealized
NVS Novartis AG ADR 0.5%
Value ($000) $1,249 Shares 13,227 Est. Cost $81.46 Unrealized
MCD McDonald's Corp 0.5%
Value ($000) $1,244 Shares 5,801 Est. Cost $141.04 Unrealized +37.0%
PFE Pfizer Inc 0.5%
Value ($000) $1,241 Shares 33,732 Est. Cost $24.12 Unrealized +18.7%
Unilever PLC ADR 0.5%
Value ($000) $1,240 Shares 20,551 Est. Cost $53.74 Unrealized
BHP BHP Billiton LTD ADR 0.5%
Value ($000) $1,224 Shares 18,736 Est. Cost $45.91 Unrealized
ABBV AbbVie Inc 0.5%
Value ($000) $1,211 Shares 11,309 Est. Cost $67.80 Unrealized +16.4%
SBUX Starbucks Corp 0.5%
Value ($000) $1,209 Shares 11,304 Est. Cost $49.81 Unrealized +70.9%
KOP Koppers Holdings Inc 0.5%
Value ($000) $1,137 Shares 36,521 Est. Cost $35.91 Unrealized -29.7%
D Dominion Energy Inc 0.5%
Value ($000) $1,134 Shares 15,087 Est. Cost $56.07 Unrealized +13.1%
COST Costco Wholesale Corp 0.4%
Value ($000) $1,112 Shares 2,952 Est. Cost $206.10 Unrealized +68.6%
CSCO Cisco Systems Inc 0.4%
Value ($000) $1,098 Shares 24,556 Est. Cost $30.17 Unrealized +16.9%
INTC Intel Corp 0.4%
Value ($000) $1,095 Shares 21,990 Est. Cost $37.59 Unrealized +17.1%
MU Micron Technology Inc 0.4%
Value ($000) $1,078 Shares 14,346 Est. Cost $41.08 Unrealized +43.2%
ALC ALCON AG ORD SHS 0.4%
Value ($000) $1,071 Shares 16,245 Est. Cost $58.42 Unrealized +5.6%
T AT&T Inc 0.4%
Value ($000) $1,057 Shares 36,755 Est. Cost $15.44 Unrealized -0.4%
GLW Corning Inc 0.4%
Value ($000) $1,052 Shares 29,231 Est. Cost $24.77 Unrealized +24.7%
DEO Diageo PLC ADR 0.4%
Value ($000) $1,046 Shares 6,590 Est. Cost $142.74 Unrealized
LMT Lockheed Martin Corp 0.4%
Value ($000) $1,045 Shares 2,944 Est. Cost $262.99 Unrealized +21.3%
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $1,038 Shares 16,743 Est. Cost $47.00 Unrealized +6.5%
SYY Sysco Corp 0.4%
Value ($000) $1,020 Shares 13,735 Est. Cost $47.57 Unrealized +26.2%
BDX Becton Dickinson & Co 0.4%
Value ($000) $975 Shares 3,900 Est. Cost $190.08 Unrealized +12.9%
RTX Raytheon Technologies Corp 0.4%
Value ($000) $934 Shares 13,072 Est. Cost $54.85 Unrealized +6.5%
MDLZ Mondelez Intl A 0.4%
Value ($000) $922 Shares 15,785 Est. Cost $35.75 Unrealized +40.2%
CMI Cummins Inc 0.4%
Value ($000) $922 Shares 4,060 Est. Cost $198.26 Unrealized 0.0%
DUK Duke Energy Corp 0.4%
Value ($000) $910 Shares 9,949 Est. Cost $62.57 Unrealized +21.0%
CVS CVS Health Corp 0.4%
Value ($000) $910 Shares 13,332 Est. Cost $52.02 Unrealized +6.2%
IDV iShares International Select Dividend ETF 0.4%
Value ($000) $909 Shares 30,864 Est. Cost $32.23 Unrealized
VCIT Vanguard Interm-Term Corp Bond ETF 0.4%
Value ($000) $906 Shares 9,333 Est. Cost $85.47 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.3%
Value ($000) $873 Shares 1,320 Est. Cost $500.81 Unrealized +27.1%
GPK GRAPHIC PACKAGING HLDG CO COM 0.3%
Value ($000) $867 Shares 51,193 Est. Cost $15.19 Unrealized -0.4%
NTR Nutrien LTD 0.3%
Value ($000) $866 Shares 17,994 Est. Cost $37.68 Unrealized -0.0%
CVX Chevron Corp 0.3%
Value ($000) $863 Shares 10,221 Est. Cost $81.01 Unrealized -19.7%
ICE Intercontinental Exchange Inc 0.3%
Value ($000) $855 Shares 7,420 Est. Cost $79.96 Unrealized +21.5%
AGG iShares Core US Aggregate Bond ETF 0.3%
Value ($000) $846 Shares 7,158 Est. Cost $115.40 Unrealized
OSK Oshkosh Corp 0.3%
Value ($000) $842 Shares 9,783 Est. Cost $68.35 Unrealized +6.8%
Annaly Capital Management Inc 0.3%
Value ($000) $841 Shares 99,643 Est. Cost $10.46 Unrealized
SCHA Schwab US Small-Cap ETF 0.3%
Value ($000) $813 Shares 9,141 Est. Cost $69.41 Unrealized
UPS United Parcel Service Inc B 0.3%
Value ($000) $806 Shares 4,787 Est. Cost $136.91 Unrealized 0.0%
JJSF J&J Snack Foods Corp 0.3%
Value ($000) $788 Shares 5,073 Est. Cost $132.34 Unrealized -0.7%
IAA INC COM 0.3%
Value ($000) $784 Shares 12,073 Est. Cost $45.08 Unrealized
CTRA CABOT OIL & GAS CORP COM 0.3%
Value ($000) $775 Shares 47,630 Est. Cost $12.00 Unrealized +12.7%
SPHQ PowerShares S&P 500 Quality ETF 0.3%
Value ($000) $774 Shares 18,395 Est. Cost $30.21 Unrealized
ETN Eaton Corp PLC 0.3%
Value ($000) $768 Shares 6,394 Est. Cost $74.64 Unrealized +39.2%
XLV Health Care Select Sector SPDR ETF 0.3%
Value ($000) $756 Shares 6,669 Est. Cost $95.95 Unrealized
PEP Pepsico Inc 0.3%
Value ($000) $733 Shares 4,949 Est. Cost $101.19 Unrealized +19.8%
TSCO Tractor Supply Co 0.3%
Value ($000) $708 Shares 5,037 Est. Cost $16.11 Unrealized +59.8%
MO Altria Group Inc 0.3%
Value ($000) $693 Shares 16,918 Est. Cost $35.16 Unrealized -24.1%
CHRW C.H. Robinson Worldwide Inc 0.3%
Value ($000) $688 Shares 7,335 Est. Cost $74.69 Unrealized +12.9%
XLF Financial Select Sector SPDR ETF 0.3%
Value ($000) $680 Shares 23,070 Est. Cost $29.02 Unrealized
SSD Simpson Manufacturing 0.3%
Value ($000) $678 Shares 7,258 Est. Cost $60.59 Unrealized +46.9%
MAIN Main Street Capital Corp 0.3%
Value ($000) $672 Shares 20,838 Est. Cost $38.30 Unrealized -19.8%
SCHP Schwab US TIPS ETF 0.3%
Value ($000) $668 Shares 10,768 Est. Cost $58.34 Unrealized
EQIX Equinix Inc 0.3%
Value ($000) $665 Shares 932 Est. Cost $349.39 Unrealized +93.1%
PIONEER NAT RES CO COM 0.3%
Value ($000) $657 Shares 5,773 Est. Cost $97.66 Unrealized
SJM JM Smucker Co 0.3%
Value ($000) $653 Shares 5,651 Est. Cost $90.45 Unrealized +8.5%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADS 0.3%
Value ($000) $647 Shares 5,884 Est. Cost $69.43 Unrealized
Activision Blizzard Inc 0.3%
Value ($000) $644 Shares 6,937 Est. Cost $47.14 Unrealized
CPRT COPART INC COM 0.3%
Value ($000) $642 Shares 5,046 Est. Cost $22.30 Unrealized +30.6%
AXP American Express Co 0.3%
Value ($000) $627 Shares 5,193 Est. Cost $103.86 Unrealized 0.0%
NKE Nike Inc B 0.2%
Value ($000) $625 Shares 4,422 Est. Cost $73.54 Unrealized +67.5%
PLOW DOUGLAS DYNAMICS INC COM 0.2%
Value ($000) $617 Shares 14,442 Est. Cost $36.22 Unrealized +6.1%
LFUS Littelfuse Inc 0.2%
Value ($000) $616 Shares 2,419 Est. Cost $184.85 Unrealized +19.8%
BMRN Biomarin Pharmaceutical Inc 0.2%
Value ($000) $613 Shares 6,996 Est. Cost $84.73 Unrealized -6.4%
OLLI Ollies Bargain Outlet Hldgs Inc 0.2%
Value ($000) $612 Shares 7,493 Est. Cost $73.88 Unrealized +18.3%
SYK Stryker Corp 0.2%
Value ($000) $612 Shares 2,500 Est. Cost $177.12 Unrealized +21.1%
ENR ENERGIZER HLDGS INC NEW COM 0.2%
Value ($000) $609 Shares 14,442 Est. Cost $34.38 Unrealized 0.0%
SCHH Schwab US Real Estate ETF 0.2%
Value ($000) $587 Shares 15,475 Est. Cost $40.24 Unrealized
WPC W.P. Carey Inc 0.2%
Value ($000) $586 Shares 8,305 Est. Cost $65.36 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $571 Shares 2,419 Est. Cost $229.44 Unrealized 0.0%
GO GROCERY OUTLET HLDG CORP COM 0.2%
Value ($000) $566 Shares 14,442 Est. Cost $37.63 Unrealized +7.3%
CONCHO RES INC COM 0.2%
Value ($000) $560 Shares 9,613 Est. Cost $51.45 Unrealized
VBR Vanguard Small-Cap Value ETF 0.2%
Value ($000) $552 Shares 3,888 Est. Cost $141.98 Unrealized
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $551 Shares 1,183 Est. Cost $310.51 Unrealized +49.0%
MLR MILLER INDS INC TENN COM NEW 0.2%
Value ($000) $549 Shares 14,442 Est. Cost $26.27 Unrealized +14.2%
AMT American Tower Corp 0.2%
Value ($000) $545 Shares 2,430 Est. Cost $117.11 Unrealized +70.5%
WRB BERKLEY W R CORP COM 0.2%
Value ($000) $544 Shares 8,204 Est. Cost $24.25 Unrealized +5.4%
ENB Enbridge Inc 0.2%
Value ($000) $536 Shares 16,783 Est. Cost $22.85 Unrealized -5.1%
SBAC SBA Communications Corp A 0.2%
Value ($000) $532 Shares 1,887 Est. Cost $147.24 Unrealized +85.7%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.2%
Value ($000) $531 Shares 25,071 Est. Cost $21.21 Unrealized
MUB iShares National Muni Bond ETF 0.2%
Value ($000) $528 Shares 4,511 Est. Cost $114.08 Unrealized
NSC Norfolk Southern Corp 0.2%
Value ($000) $524 Shares 2,207 Est. Cost $204.73 Unrealized 0.0%
IJR iShares S&P Small-Cap ETF 0.2%
Value ($000) $522 Shares 5,684 Est. Cost $76.55 Unrealized
MNRO Monro Muffler Brakes Inc 0.2%
Value ($000) $516 Shares 9,691 Est. Cost $60.80 Unrealized -24.9%
FOXF Fox Factory Holding Corp 0.2%
Value ($000) $511 Shares 4,839 Est. Cost $64.81 Unrealized +40.2%
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $510 Shares 1,781 Est. Cost $190.86 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $501 Shares 1,004 Est. Cost $447.44 Unrealized 0.0%
BR Broadridge Financial Solutions Inc 0.2%
Value ($000) $494 Shares 3,226 Est. Cost $76.08 Unrealized +74.9%
Kansas City Southern 0.2%
Value ($000) $492 Shares 2,411 Est. Cost $153.70 Unrealized
MDT Medtronic PLC 0.2%
Value ($000) $489 Shares 4,179 Est. Cost $67.37 Unrealized +41.1%
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $489 Shares 2,028 Est. Cost $141.22 Unrealized
CCJ Cameco Corp 0.2%
Value ($000) $488 Shares 36,484 Est. Cost $10.63 Unrealized -1.1%
TRMB TRIMBLE INC COM 0.2%
Value ($000) $482 Shares 7,221 Est. Cost $48.58 Unrealized +18.2%
DBP PowerShares DB Precious Metals ETF 0.2%
Value ($000) $479 Shares 9,083 Est. Cost $41.80 Unrealized
VPL Vanguard FTSE Pacific ETF 0.2%
Value ($000) $469 Shares 5,901 Est. Cost $72.65 Unrealized
NSP Insperity Inc 0.2%
Value ($000) $466 Shares 5,731 Est. Cost $57.20 Unrealized +23.9%
DLTR DOLLAR TREE INC COM 0.2%
Value ($000) $465 Shares 4,309 Est. Cost $85.14 Unrealized +17.9%
VYM Vanguard High Dividend Yield Index 0.2%
Value ($000) $464 Shares 5,074 Est. Cost $82.91 Unrealized
CDW CDW Corp 0.2%
Value ($000) $461 Shares 3,502 Est. Cost $109.09 Unrealized +12.8%
SONY SONY CORP SPONSORED ADR 0.2%
Value ($000) $460 Shares 4,557 Est. Cost $100.94 Unrealized
NOW ServiceNow Inc 0.2%
Value ($000) $460 Shares 836 Est. Cost $35.79 Unrealized +190.6%
FXL First Trust Technology AlphaDEX ETF 0.2%
Value ($000) $457 Shares 4,093 Est. Cost $68.00 Unrealized
VMC VULCAN MATLS CO COM 0.2%
Value ($000) $454 Shares 3,067 Est. Cost $104.50 Unrealized +30.9%
FMC FMC CORP COM NEW 0.2%
Value ($000) $454 Shares 3,953 Est. Cost $77.89 Unrealized +21.7%
SCHE Schwab Emerging Markets Equity ETF 0.2%
Value ($000) $451 Shares 14,723 Est. Cost $25.72 Unrealized
DIS Walt Disney Co 0.2%
Value ($000) $447 Shares 2,468 Est. Cost $128.09 Unrealized +9.5%
EA Electronic Arts Inc 0.2%
Value ($000) $443 Shares 3,089 Est. Cost $111.13 Unrealized +12.9%
EOG EOG Resources Inc 0.2%
Value ($000) $426 Shares 8,554 Est. Cost $49.68 Unrealized -31.3%
SNA Snap-on Inc 0.2%
Value ($000) $419 Shares 2,454 Est. Cost $132.16 Unrealized +10.8%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $418 Shares 1,119 Est. Cost $263.82 Unrealized
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $417 Shares 6,928 Est. Cost $57.97 Unrealized
FBND Fidelity Total Bond ETF 0.2%
Value ($000) $409 Shares 7,543 Est. Cost $54.22 Unrealized
FDS FACTSET RESH SYS INC COM 0.2%
Value ($000) $400 Shares 1,204 Est. Cost $314.73 Unrealized 0.0%
SE SEA LTD SPONSORD ADS 0.2%
Value ($000) $394 Shares 1,984 Est. Cost $198.59 Unrealized
SCHM Schwab US Mid-Cap ETF 0.2%
Value ($000) $391 Shares 5,742 Est. Cost $50.51 Unrealized
TT Trane Technologies 0.2%
Value ($000) $390 Shares 2,693 Est. Cost $86.07 Unrealized +50.2%
JKHY HENRY JACK & ASSOC INC COM 0.2%
Value ($000) $389 Shares 2,407 Est. Cost $149.01 Unrealized 0.0%
MCO Moody's Corporation 0.2%
Value ($000) $387 Shares 1,334 Est. Cost $154.93 Unrealized +72.9%
COP ConocoPhillips 0.2%
Value ($000) $379 Shares 9,482 Est. Cost $40.98 Unrealized -25.0%
VUG Vanguard Growth ETF 0.1%
Value ($000) $372 Shares 1,469 Est. Cost $141.88 Unrealized
EQT EQT Corp 0.1%
Value ($000) $372 Shares 29,292 Est. Cost $12.31 Unrealized +9.9%
XMLV Invesco S&P Mid-Cap Low Volatility ETF 0.1%
Value ($000) $365 Shares 7,591 Est. Cost $47.08 Unrealized
EMB iShares Emerging Markets Bond ETF 0.1%
Value ($000) $357 Shares 3,084 Est. Cost $108.72 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $353 Shares 5,237 Est. Cost $55.01 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $351 Shares 1,687 Est. Cost $148.21 Unrealized +20.1%
GGG Graco Inc 0.1%
Value ($000) $348 Shares 4,814 Est. Cost $44.84 Unrealized +39.9%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $347 Shares 1 Est. Cost $284799.47 Unrealized +16.1%
CRM Salesforce.com Inc 0.1%
Value ($000) $332 Shares 1,495 Est. Cost $169.39 Unrealized +41.8%
EME EMCOR GROUP INC COM 0.1%
Value ($000) $330 Shares 3,611 Est. Cost $78.88 Unrealized 0.0%
MRK Merck & Co Inc 0.1%
Value ($000) $329 Shares 4,025 Est. Cost $44.54 Unrealized +45.6%
JPM JP Morgan Chase & Co 0.1%
Value ($000) $320 Shares 2,522 Est. Cost $84.40 Unrealized +16.3%
TXN Texas Instruments Inc 0.1%
Value ($000) $315 Shares 1,921 Est. Cost $118.96 Unrealized +13.1%
PM Philip Morris International Inc 0.1%
Value ($000) $299 Shares 3,612 Est. Cost $66.10 Unrealized -8.7%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $296 Shares 902 Est. Cost $182.65 Unrealized +77.0%
XLU Utilities Select Sector SPDR ETF 0.1%
Value ($000) $292 Shares 4,660 Est. Cost $55.41 Unrealized
FNCL Fidelity MSCI Financials ETF 0.1%
Value ($000) $276 Shares 6,547 Est. Cost $38.16 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $271 Shares 723 Est. Cost $266.24 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $254 Shares 2,729 Est. Cost $58.96 Unrealized +30.5%
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $249 Shares 878 Est. Cost $208.84 Unrealized +23.4%
Total SA ADR 0.1%
Value ($000) $248 Shares 5,938 Est. Cost $37.24 Unrealized
RWX SPDR Dow Jones International Real Estate ETF 0.1%
Value ($000) $245 Shares 7,196 Est. Cost $28.80 Unrealized
SLB Schlumberger LTD 0.1%
Value ($000) $240 Shares 11,023 Est. Cost $32.33 Unrealized -47.8%
ACN Accenture PLC A 0.1%
Value ($000) $239 Shares 915 Est. Cost $174.62 Unrealized +27.7%
ZTS Zoetis Inc 0.1%
Value ($000) $235 Shares 1,422 Est. Cost $155.43 Unrealized 0.0%
INCY Incyte Corp 0.1%
Value ($000) $235 Shares 2,712 Est. Cost $76.89 Unrealized +12.5%
FXF CurrencyShares Swiss Franc ETF 0.1%
Value ($000) $223 Shares 2,168 Est. Cost $97.69 Unrealized
CDK Global Inc 0.1%
Value ($000) $221 Shares 4,266 Est. Cost $51.80 Unrealized
CME CME Group Inc A 0.1%
Value ($000) $218 Shares 1,202 Est. Cost $142.48 Unrealized -2.8%
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value ($000) $210 Shares 1,894 Est. Cost $82.53 Unrealized +18.6%
FXZ First Trust Materials AlphaDEX ETF 0.1%
Value ($000) $206 Shares 4,287 Est. Cost $48.05 Unrealized
CBOE CBOE Global Markets Inc 0.1%
Value ($000) $206 Shares 2,218 Est. Cost $81.85 Unrealized 0.0%
PICB Invesco International Corporate Bond ETF 0.1%
Value ($000) $205 Shares 6,791 Est. Cost $30.19 Unrealized
FXH First Trust Health Care AlphaDEX ETF 0.1%
Value ($000) $204 Shares 1,900 Est. Cost $107.37 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $202 Shares 1,452 Est. Cost $116.35 Unrealized +5.9%
VHT Vanguard Health Care ETF 0.1%
Value ($000) $202 Shares 904 Est. Cost $223.45 Unrealized
CLF Cliffs Natural Resources Inc 0.1%
Value ($000) $152 Shares 10,498 Est. Cost $6.11 Unrealized +65.8%
Retail Properties of America 0.1%
Value ($000) $149 Shares 17,475 Est. Cost $12.58 Unrealized
ServiceSource International Inc 0.0%
Value ($000) $25 Shares 14,250 Est. Cost $0.84 Unrealized