Darwin Wealth Management, LLC Diversified Active

CIK: 0001663224 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 12, 2021

Total Value ($000): $614,425 (100.0% shares, 0.0% debt)

Holdings (169)

QQQ INVESCO QQQ TRUST 9.5%
Value ($000) $58,362 Shares 164,664 Est. Cost $299.01 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 8.7%
Value ($000) $53,311 Shares 230,406 Est. Cost $157.42 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 4.7%
Value ($000) $28,747 Shares 194,687 Est. Cost $129.10 Unrealized
AFIF ANFIELD UNIVERSAL FIXED INCOME ETF 4.3%
Value ($000) $26,573 Shares 2,732,983 Est. Cost $9.74 Unrealized
FIXD FIRST TRUST TCWOPPORTUNISTIC FXD INC ETF 4.0%
Value ($000) $24,349 Shares 454,000 Est. Cost $54.94 Unrealized
UCON FIRST TRUST TCW UNCONSTRAINED PLS BD ETF 3.9%
Value ($000) $23,701 Shares 889,003 Est. Cost $26.21 Unrealized
SGOL ABERDEEN STANDARD GOLD ETF 3.8%
Value ($000) $23,419 Shares 1,378,409 Est. Cost $16.79 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 3.6%
Value ($000) $22,309 Shares 459,884 Est. Cost $48.64 Unrealized
LMBS FIRST TRUST LOW DURATION OPPOS ETF 2.6%
Value ($000) $16,245 Shares 319,151 Est. Cost $51.51 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 2.5%
Value ($000) $15,094 Shares 58,810 Est. Cost $226.18 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.3%
Value ($000) $14,299 Shares 126,316 Est. Cost $116.88 Unrealized
GLOF ISHARES MSCI GLOBAL MULTIFACTOR ETF 2.3%
Value ($000) $14,070 Shares 369,196 Est. Cost $36.24 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $13,809 Shares 100,822 Est. Cost $94.67 Unrealized +33.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.1%
Value ($000) $13,089 Shares 86,840 Est. Cost $141.85 Unrealized
IGSB ISHARES 1-5 YEAR INVMT GRD CORP BD ETF 2.0%
Value ($000) $12,578 Shares 229,484 Est. Cost $54.71 Unrealized
AMZN AMAZON.COM INC 1.9%
Value ($000) $11,459 Shares 3,331 Est. Cost $99.31 Unrealized +67.4%
MSFT MICROSOFT CORP 1.4%
Value ($000) $8,324 Shares 30,727 Est. Cost $186.01 Unrealized +31.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.3%
Value ($000) $8,136 Shares 72,016 Est. Cost $102.32 Unrealized
DEED FIRST TRUST TCW SECURITIZED PLUS ETF 1.2%
Value ($000) $7,435 Shares 286,709 Est. Cost $25.74 Unrealized
FIRST TRUST BICK ETF 1.1%
Value ($000) $7,033 Shares 172,344 Est. Cost $38.35 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 1.1%
Value ($000) $6,841 Shares 147,789 Est. Cost $46.29 Unrealized
NVDA NVIDIA CORP 1.1%
Value ($000) $6,602 Shares 8,252 Est. Cost $9.42 Unrealized +69.7%
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $6,174 Shares 78,275 Est. Cost $78.14 Unrealized
ADBE ADOBE INC 0.9%
Value ($000) $5,748 Shares 9,815 Est. Cost $473.33 Unrealized +8.9%
NFLX NETFLIX INC 0.9%
Value ($000) $5,680 Shares 10,754 Est. Cost $34.68 Unrealized +47.4%
BLV VANGUARD LONG-TERM BOND ETF 0.9%
Value ($000) $5,449 Shares 52,886 Est. Cost $108.81 Unrealized
TLT ISHARES 0.8%
Value ($000) $4,989 Shares 34,562 Est. Cost $146.73 Unrealized
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $4,589 Shares 15,743 Est. Cost $209.13 Unrealized +26.0%
OEF ISHARES S&P 100 ETF 0.7%
Value ($000) $4,037 Shares 20,580 Est. Cost $113.39 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $4,007 Shares 72,662 Est. Cost $54.70 Unrealized
CMCSA COMCAST CORP 0.6%
Value ($000) $3,978 Shares 69,771 Est. Cost $41.66 Unrealized +17.8%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $3,822 Shares 28,329 Est. Cost $77.47 Unrealized +55.8%
TSLA TESLA INC 0.6%
Value ($000) $3,704 Shares 5,450 Est. Cost $88.93 Unrealized +144.1%
CHTR CHARTER COMMUNICATIONS INC 0.6%
Value ($000) $3,609 Shares 5,002 Est. Cost $624.87 Unrealized +7.7%
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $3,492 Shares 8,123 Est. Cost $421.64 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $3,471 Shares 21,070 Est. Cost $126.61 Unrealized +14.5%
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.6%
Value ($000) $3,461 Shares 136,999 Est. Cost $25.41 Unrealized
SPGI S&P GLOBAL INC 0.5%
Value ($000) $3,336 Shares 8,129 Est. Cost $323.21 Unrealized +14.4%
TMUS T-MOBILE US INC 0.5%
Value ($000) $3,240 Shares 22,369 Est. Cost $132.21 Unrealized +0.8%
CEMB ISHARES JP MORGAN EM CORPORATE BOND ETF 0.5%
Value ($000) $3,196 Shares 60,891 Est. Cost $51.97 Unrealized
LAM RESEARCH CORP 0.5%
Value ($000) $3,163 Shares 4,860 Est. Cost $595.13 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.5%
Value ($000) $3,142 Shares 78,957 Est. Cost $33.95 Unrealized
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $3,140 Shares 24,528 Est. Cost $126.01 Unrealized
HD THE HOME DEPOT INC 0.5%
Value ($000) $3,113 Shares 9,761 Est. Cost $135.25 Unrealized +109.9%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.5%
Value ($000) $3,027 Shares 35,132 Est. Cost $85.68 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.5%
Value ($000) $2,947 Shares 9,456 Est. Cost $288.56 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $2,884 Shares 20,179 Est. Cost $124.93 Unrealized -2.2%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $2,838 Shares 7,172 Est. Cost $315.50 Unrealized +13.8%
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.5%
Value ($000) $2,803 Shares 86,875 Est. Cost $32.14 Unrealized
SWAN AMPLIFY BLACKSWAN GR & TRSRY COR ETF 0.4%
Value ($000) $2,682 Shares 78,267 Est. Cost $33.74 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,652 Shares 23,719 Est. Cost $94.64 Unrealized +7.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.4%
Value ($000) $2,636 Shares 30,686 Est. Cost $83.56 Unrealized
XYZ SQUARE INC 0.4%
Value ($000) $2,399 Shares 9,839 Est. Cost $74.55 Unrealized +211.1%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $2,373 Shares 11,946 Est. Cost $147.45 Unrealized +19.5%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS 0.4%
Value ($000) $2,292 Shares 25,287 Est. Cost $65.17 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.4%
Value ($000) $2,273 Shares 155,921 Est. Cost $13.75 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.3%
Value ($000) $2,089 Shares 33,171 Est. Cost $62.98 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATIL ETF 0.3%
Value ($000) $1,984 Shares 14,910 Est. Cost $97.02 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,925 Shares 20,492 Est. Cost $80.82 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $1,917 Shares 8,741 Est. Cost $109.23 Unrealized +75.9%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.3%
Value ($000) $1,882 Shares 12,494 Est. Cost $150.63 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $1,845 Shares 736 Est. Cost $49.59 Unrealized +138.5%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.3%
Value ($000) $1,751 Shares 11,948 Est. Cost $101.25 Unrealized +12.0%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,668 Shares 19,630 Est. Cost $82.77 Unrealized -0.5%
NATIONWIDE RISK-MANAGED INCOME ETF 0.3%
Value ($000) $1,630 Shares 57,914 Est. Cost $27.85 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $1,613 Shares 10,423 Est. Cost $99.30 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $1,540 Shares 2,520 Est. Cost $493.47 Unrealized +19.9%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.2%
Value ($000) $1,483 Shares 11,778 Est. Cost $123.59 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.2%
Value ($000) $1,444 Shares 7,845 Est. Cost $184.07 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,382 Shares 6,645 Est. Cost $93.31 Unrealized +75.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,329 Shares 5,964 Est. Cost $189.72 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.2%
Value ($000) $1,294 Shares 12,637 Est. Cost $101.43 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $1,160 Shares 11,397 Est. Cost $84.36 Unrealized
AGGY WISDOMTREE YIELD ENHANCED US AGGT BD ETF 0.2%
Value ($000) $1,140 Shares 21,848 Est. Cost $52.35 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.2%
Value ($000) $1,135 Shares 18,630 Est. Cost $47.69 Unrealized
XLF FINANCIAL SELECT SECTOR 0.2%
Value ($000) $1,090 Shares 29,720 Est. Cost $35.95 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.2%
Value ($000) $1,053 Shares 9,128 Est. Cost $111.17 Unrealized
XLY CONSUMER DISCRET SEL SECT 0.2%
Value ($000) $1,053 Shares 5,896 Est. Cost $176.03 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.2%
Value ($000) $1,050 Shares 34,980 Est. Cost $28.97 Unrealized
BIL SPDR BLMBG BARCLAYS 1-3 MTH T-BILL ETF 0.2%
Value ($000) $1,016 Shares 11,107 Est. Cost $91.55 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $992 Shares 4,439 Est. Cost $108.18 Unrealized +89.5%
ETN EATON CORP PLC 0.2%
Value ($000) $957 Shares 6,459 Est. Cost $66.48 Unrealized +101.4%
BALL BALL CORP 0.2%
Value ($000) $954 Shares 11,770 Est. Cost $49.32 Unrealized +65.4%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $954 Shares 2,229 Est. Cost $299.78 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FCTR ETF 0.2%
Value ($000) $950 Shares 5,479 Est. Cost $107.01 Unrealized
XLC COMMUNICATION SERVICES SEL 0.2%
Value ($000) $936 Shares 11,557 Est. Cost $80.99 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $894 Shares 366 Est. Cost $66.22 Unrealized +75.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $889 Shares 2,350 Est. Cost $242.85 Unrealized +39.4%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $881 Shares 2,238 Est. Cost $258.84 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $880 Shares 5,657 Est. Cost $82.51 Unrealized +69.4%
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.1%
Value ($000) $865 Shares 3,816 Est. Cost $290.78 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $850 Shares 2,445 Est. Cost $247.91 Unrealized +28.5%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $828 Shares 7,903 Est. Cost $76.91 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $805 Shares 2,966 Est. Cost $242.59 Unrealized
DIS THE WALT DISNEY CO 0.1%
Value ($000) $781 Shares 4,442 Est. Cost $112.85 Unrealized +55.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $774 Shares 13,821 Est. Cost $38.04 Unrealized +14.1%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.1%
Value ($000) $770 Shares 17,086 Est. Cost $37.08 Unrealized
XLB MATERIALS SELECT SECTOR SPDR ETF 0.1%
Value ($000) $755 Shares 9,169 Est. Cost $82.34 Unrealized
T AT&T INC 0.1%
Value ($000) $730 Shares 25,349 Est. Cost $15.12 Unrealized +12.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $711 Shares 11,266 Est. Cost $51.12 Unrealized -2.1%
ANSYS INC 0.1%
Value ($000) $704 Shares 2,028 Est. Cost $339.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $697 Shares 1,741 Est. Cost $241.06 Unrealized +53.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $674 Shares 4,247 Est. Cost $143.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $662 Shares 2,383 Est. Cost $193.29 Unrealized +44.6%
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.1%
Value ($000) $630 Shares 41,142 Est. Cost $15.31 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $568 Shares 9,320 Est. Cost $43.91 Unrealized +20.5%
CLX CLOROX CO 0.1%
Value ($000) $567 Shares 3,152 Est. Cost $149.49 Unrealized +5.3%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.1%
Value ($000) $548 Shares 12,357 Est. Cost $44.35 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $531 Shares 5,405 Est. Cost $41.22 Unrealized +114.7%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $517 Shares 5,233 Est. Cost $66.92 Unrealized +25.3%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $506 Shares 15,812 Est. Cost $16.08 Unrealized +59.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $505 Shares 1,002 Est. Cost $447.93 Unrealized +4.0%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $500 Shares 6,882 Est. Cost $84.46 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.1%
Value ($000) $500 Shares 9,768 Est. Cost $51.29 Unrealized
V VISA INC 0.1%
Value ($000) $496 Shares 2,123 Est. Cost $143.15 Unrealized +54.4%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $490 Shares 2,526 Est. Cost $102.51 Unrealized +75.1%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $486 Shares 5,698 Est. Cost $74.99 Unrealized +14.2%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $479 Shares 3,105 Est. Cost $90.43 Unrealized +57.1%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $462 Shares 2,136 Est. Cost $179.27 Unrealized +9.1%
PFE PFIZER INC 0.1%
Value ($000) $450 Shares 11,499 Est. Cost $24.34 Unrealized +27.3%
MCD MCDONALD'S CORP 0.1%
Value ($000) $438 Shares 1,897 Est. Cost $143.43 Unrealized +45.9%
SBCF SEACOAST BANKING CORP OF FLORIDA 0.1%
Value ($000) $435 Shares 12,750 Est. Cost $34.88 Unrealized +4.6%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $415 Shares 2,813 Est. Cost $103.99 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $414 Shares 3,175 Est. Cost $73.77 Unrealized +56.3%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.1%
Value ($000) $407 Shares 8,623 Est. Cost $31.51 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $405 Shares 1,374 Est. Cost $168.61 Unrealized +59.0%
FDMO FIDELITY MOMENTUM FACTOR ETF 0.1%
Value ($000) $403 Shares 8,277 Est. Cost $32.20 Unrealized
QTEC FIRST TRUST NASDAQ-100-TECH SECTOR ETF 0.1%
Value ($000) $392 Shares 2,466 Est. Cost $100.44 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $392 Shares 7,404 Est. Cost $28.12 Unrealized +63.0%
MMM 3M CO 0.1%
Value ($000) $379 Shares 1,907 Est. Cost $106.79 Unrealized +31.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $373 Shares 1,626 Est. Cost $168.79 Unrealized
RNG RINGCENTRAL INC 0.1%
Value ($000) $367 Shares 1,262 Est. Cost $267.84 Unrealized +6.6%
DHR DANAHER CORP 0.1%
Value ($000) $364 Shares 1,356 Est. Cost $180.12 Unrealized +20.6%
NOW SERVICENOW INC 0.1%
Value ($000) $353 Shares 643 Est. Cost $86.29 Unrealized +17.5%
ORLY O'REILLY AUTOMOTIVE INC 0.1%
Value ($000) $352 Shares 621 Est. Cost $30.35 Unrealized +18.2%
WMT WALMART INC 0.1%
Value ($000) $348 Shares 2,466 Est. Cost $34.70 Unrealized +26.2%
KO COCA-COLA CO 0.1%
Value ($000) $345 Shares 6,367 Est. Cost $39.90 Unrealized +18.5%
TWLO TWILIO INC 0.1%
Value ($000) $340 Shares 862 Est. Cost $347.16 Unrealized 0.0%
FTGC FIRST TRUST GLOBAL TACT CMDTY STRAT ETF 0.1%
Value ($000) $332 Shares 14,027 Est. Cost $23.67 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $325 Shares 1,742 Est. Cost $145.84 Unrealized +14.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $316 Shares 6,221 Est. Cost $50.58 Unrealized
ITM VANECK VECTORS AMT-FREE INTERM MUNI ETF 0.1%
Value ($000) $316 Shares 6,089 Est. Cost $47.57 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $303 Shares 1,252 Est. Cost $147.15 Unrealized +30.2%
CVNA CARVANA CO 0.0%
Value ($000) $300 Shares 994 Est. Cost $272.01 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $292 Shares 1,220 Est. Cost $192.22 Unrealized +25.8%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $284 Shares 1,291 Est. Cost $167.08 Unrealized +19.9%
IYH ISHARES US HEALTHCARE ETF 0.0%
Value ($000) $281 Shares 1,031 Est. Cost $215.32 Unrealized
COUPA SOFTWARE INC 0.0%
Value ($000) $272 Shares 1,037 Est. Cost $262.30 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $265 Shares 3,173 Est. Cost $55.22 Unrealized +27.6%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $264 Shares 473 Est. Cost $503.83 Unrealized 0.0%
MA MASTERCARD INC 0.0%
Value ($000) $259 Shares 709 Est. Cost $362.28 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $255 Shares 1,868 Est. Cost $110.51 Unrealized +25.8%
MRK MERCK & CO INC 0.0%
Value ($000) $255 Shares 3,275 Est. Cost $64.93 Unrealized -1.2%
JETS US GLOBAL JETS ETF 0.0%
Value ($000) $253 Shares 10,483 Est. Cost $16.80 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $253 Shares 9,592 Est. Cost $23.13 Unrealized 0.0%
LLY ELI LILLY AND CO 0.0%
Value ($000) $245 Shares 1,067 Est. Cost $191.90 Unrealized 0.0%
LQD ISHARES 0.0%
Value ($000) $236 Shares 1,759 Est. Cost $128.36 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.0%
Value ($000) $233 Shares 4,707 Est. Cost $33.87 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF TR 0.0%
Value ($000) $229 Shares 662 Est. Cost $345.92 Unrealized
NUVEEN TAX-ADVANTAGED DIVIDEND GR FUND 0.0%
Value ($000) $229 Shares 14,250 Est. Cost $16.53 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $229 Shares 8,686 Est. Cost $23.59 Unrealized +18.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $226 Shares 1,611 Est. Cost $108.17 Unrealized +18.8%
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $223 Shares 2,240 Est. Cost $70.17 Unrealized +15.9%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $222 Shares 4,406 Est. Cost $33.77 Unrealized
NUVEEN AMT-FREE MUNICIPAL INCOME FUND 0.0%
Value ($000) $222 Shares 14,150 Est. Cost $14.32 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $214 Shares 1,441 Est. Cost $89.44 Unrealized +41.1%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $210 Shares 1,822 Est. Cost $104.78 Unrealized
INVESCO MOD CNSRV MULTI-ASST ALLC ETF 0.0%
Value ($000) $197 Shares 12,781 Est. Cost $13.32 Unrealized
MCEWEN MINING INC 0.0%
Value ($000) $31 Shares 22,137 Est. Cost $0.65 Unrealized