Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 9, 2022

Total Value ($000): $779,915 (100.0% shares, 0.0% debt)

Holdings (244)

AAPL APPLE INC 5.5%
Value ($000) $43,100 Shares 242,717 Est. Cost $85.78 Unrealized +80.4%
MSFT MICROSOFT CORP 5.3%
Value ($000) $41,147 Shares 122,343 Est. Cost $80.80 Unrealized +287.9%
VEA VANGUARD 4.2%
Value ($000) $32,788 Shares 642,144 Est. Cost $39.53 Unrealized
HD HOME DEPOT INC 2.2%
Value ($000) $17,179 Shares 41,394 Est. Cost $148.84 Unrealized +130.6%
DHR DANAHER CORP 2.0%
Value ($000) $15,746 Shares 47,859 Est. Cost $87.60 Unrealized +208.3%
QCOM QUALCOMM INC 2.0%
Value ($000) $15,535 Shares 84,952 Est. Cost $61.29 Unrealized +138.3%
GOOG ALPHABET INC 1.9%
Value ($000) $14,907 Shares 5,152 Est. Cost $47.76 Unrealized +200.3%
BARCLAYS ETN SHILLER CAPET 1.8%
Value ($000) $13,725 Shares 603,030 Est. Cost $30.66 Unrealized
VWO VANGUARD 1.7%
Value ($000) $13,519 Shares 273,319 Est. Cost $40.10 Unrealized
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $12,787 Shares 25,465 Est. Cost $221.66 Unrealized +90.5%
ABBV ABBVIE INC 1.6%
Value ($000) $12,174 Shares 89,907 Est. Cost $56.87 Unrealized +78.9%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $11,664 Shares 68,178 Est. Cost $103.85 Unrealized +39.7%
AMZN AMAZON COM INC 1.4%
Value ($000) $11,164 Shares 3,348 Est. Cost $133.82 Unrealized +27.9%
ITW ILLINOIS TOOL WORKS INC 1.4%
Value ($000) $11,016 Shares 44,638 Est. Cost $111.77 Unrealized +88.2%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $10,816 Shares 68,307 Est. Cost $82.22 Unrealized +79.8%
PAYC PAYCOM SOFTWARE INC 1.4%
Value ($000) $10,722 Shares 25,824 Est. Cost $50.84 Unrealized +812.9%
ACN ACCENTURE PLC A 1.3%
Value ($000) $9,986 Shares 24,089 Est. Cost $166.00 Unrealized +106.8%
GOOGL ALPHABET INC 1.3%
Value ($000) $9,945 Shares 3,433 Est. Cost $58.35 Unrealized +145.0%
SBUX STARBUCKS CORP 1.2%
Value ($000) $9,603 Shares 82,095 Est. Cost $63.70 Unrealized +60.5%
META META PLATFORMS INC CL A 1.2%
Value ($000) $9,439 Shares 28,061 Est. Cost $232.83 Unrealized +41.6%
ABT ABBOTT LABS 1.2%
Value ($000) $9,196 Shares 65,336 Est. Cost $67.16 Unrealized +76.7%
AMT AMERICAN TOWER CORP 1.2%
Value ($000) $9,083 Shares 31,050 Est. Cost $180.17 Unrealized +32.9%
LOW LOWES COS INC 1.1%
Value ($000) $8,791 Shares 34,008 Est. Cost $87.36 Unrealized +151.6%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $8,672 Shares 35,167 Est. Cost $128.20 Unrealized +61.7%
V VISA INC 1.1%
Value ($000) $8,332 Shares 38,452 Est. Cost $155.81 Unrealized +33.6%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value ($000) $8,273 Shares 27,671 Est. Cost $198.99 Unrealized +43.9%
SCZ ISHARES 1.0%
Value ($000) $7,973 Shares 109,093 Est. Cost $54.41 Unrealized
IVV ISHARES 1.0%
Value ($000) $7,936 Shares 16,638 Est. Cost $281.91 Unrealized
SPY SPDR S&P 500 (MKT) 1.0%
Value ($000) $7,886 Shares 16,603 Est. Cost $284.82 Unrealized
INTC INTEL CORP 1.0%
Value ($000) $7,656 Shares 148,666 Est. Cost $43.16 Unrealized +9.6%
TIP ISHARES 0.9%
Value ($000) $7,317 Shares 56,637 Est. Cost $115.98 Unrealized
WMT WALMART INC 0.9%
Value ($000) $7,279 Shares 50,302 Est. Cost $25.27 Unrealized +78.8%
ORCL ORACLE CORP 0.9%
Value ($000) $7,272 Shares 83,393 Est. Cost $52.49 Unrealized +69.4%
MCD MCDONALD'S CORP 0.9%
Value ($000) $7,079 Shares 26,405 Est. Cost $123.58 Unrealized +85.8%
LAM RESEARCH CORP 0.9%
Value ($000) $6,908 Shares 9,605 Est. Cost $358.48 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.9%
Value ($000) $6,772 Shares 32,477 Est. Cost $110.63 Unrealized +67.3%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $6,687 Shares 105,527 Est. Cost $37.96 Unrealized +32.9%
ICE INTERCONTINENTAL EXCHANGE INC 0.8%
Value ($000) $6,572 Shares 48,048 Est. Cost $61.78 Unrealized +102.9%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $6,404 Shares 39,147 Est. Cost $78.33 Unrealized +71.2%
CVX CHEVRON CORP 0.8%
Value ($000) $5,978 Shares 50,939 Est. Cost $83.60 Unrealized +15.0%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $5,802 Shares 35,462 Est. Cost $92.42 Unrealized +75.1%
DIS WALT DISNEY CO 0.7%
Value ($000) $5,531 Shares 35,708 Est. Cost $111.30 Unrealized +41.8%
VTIP VANGUARD 0.7%
Value ($000) $5,366 Shares 104,401 Est. Cost $51.79 Unrealized
RVTY PERKINELMER INC 0.7%
Value ($000) $5,225 Shares 25,987 Est. Cost $140.37 Unrealized +27.5%
GM GENERAL MTRS CO 0.6%
Value ($000) $5,055 Shares 86,215 Est. Cost $51.31 Unrealized +9.8%
VIG VANGUARD 0.6%
Value ($000) $5,054 Shares 29,428 Est. Cost $107.47 Unrealized
USB US BANCORP 0.6%
Value ($000) $4,979 Shares 88,626 Est. Cost $37.63 Unrealized +29.8%
CMCSA COMCAST CORP 0.6%
Value ($000) $4,963 Shares 98,603 Est. Cost $40.44 Unrealized +14.1%
TGT TARGET CORP 0.6%
Value ($000) $4,859 Shares 20,991 Est. Cost $100.23 Unrealized +113.7%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $4,723 Shares 25,044 Est. Cost $171.19 Unrealized +26.1%
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $4,521 Shares 28,726 Est. Cost $85.53 Unrealized +63.2%
MS MORGAN STANLEY 0.6%
Value ($000) $4,403 Shares 44,859 Est. Cost $37.90 Unrealized +129.0%
KO COCA-COLA CO 0.6%
Value ($000) $4,371 Shares 73,829 Est. Cost $34.38 Unrealized +43.0%
RSP INVESCO 0.5%
Value ($000) $4,255 Shares 26,144 Est. Cost $126.11 Unrealized
UPS UNITED PARCEL SERVICE 0.5%
Value ($000) $4,231 Shares 19,741 Est. Cost $93.26 Unrealized +80.8%
MRK MERCK & CO INC 0.5%
Value ($000) $4,184 Shares 54,592 Est. Cost $59.19 Unrealized +18.1%
PEP PEPSICO INC 0.5%
Value ($000) $4,140 Shares 23,832 Est. Cost $103.17 Unrealized +39.0%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $3,971 Shares 22,845 Est. Cost $90.00 Unrealized +73.6%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $3,775 Shares 56,928 Est. Cost $45.42 Unrealized +21.8%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $3,687 Shares 14,634 Est. Cost $158.45 Unrealized +35.7%
PFE PFIZER INC 0.5%
Value ($000) $3,630 Shares 61,465 Est. Cost $24.23 Unrealized +66.0%
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,578 Shares 75,489 Est. Cost $31.27 Unrealized +4.9%
VCIT VANGUARD 0.5%
Value ($000) $3,531 Shares 38,063 Est. Cost $95.18 Unrealized
DHI DR HORTON INC 0.5%
Value ($000) $3,515 Shares 32,413 Est. Cost $61.33 Unrealized +50.5%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $3,449 Shares 9,793 Est. Cost $211.40 Unrealized +47.2%
GPC GENUINE PARTS CO 0.4%
Value ($000) $3,311 Shares 23,610 Est. Cost $84.75 Unrealized +39.2%
PAYX PAYCHEX INC 0.4%
Value ($000) $3,287 Shares 24,086 Est. Cost $63.19 Unrealized +73.9%
IEFA ISHARES 0.4%
Value ($000) $3,068 Shares 41,100 Est. Cost $59.67 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $3,029 Shares 41,721 Est. Cost $50.75 Unrealized +15.9%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $2,974 Shares 66,849 Est. Cost $27.69 Unrealized +48.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,974 Shares 48,607 Est. Cost $52.33 Unrealized +3.0%
GLW CORNING INC 0.4%
Value ($000) $2,936 Shares 78,861 Est. Cost $26.76 Unrealized +24.6%
VPU VANGUARD 0.4%
Value ($000) $2,735 Shares 17,486 Est. Cost $112.65 Unrealized
FISV FISERV INC 0.3%
Value ($000) $2,670 Shares 25,726 Est. Cost $96.23 Unrealized +7.5%
IEMG ISHARES 0.3%
Value ($000) $2,654 Shares 44,330 Est. Cost $48.35 Unrealized
DVN DEVON ENERGY CORP 0.3%
Value ($000) $2,644 Shares 60,015 Est. Cost $11.85 Unrealized +183.5%
COF CAPITAL ONE FINANCIAL 0.3%
Value ($000) $2,592 Shares 17,869 Est. Cost $81.90 Unrealized +75.1%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $2,513 Shares 12,531 Est. Cost $102.66 Unrealized +69.8%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,450 Shares 41,851 Est. Cost $41.12 Unrealized +20.9%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,449 Shares 33,939 Est. Cost $46.29 Unrealized +35.3%
PSX PHILLIPS 66 0.3%
Value ($000) $2,419 Shares 33,371 Est. Cost $67.29 Unrealized -3.8%
GVI ISHARES 0.3%
Value ($000) $2,369 Shares 20,829 Est. Cost $111.55 Unrealized
JMBS JANUS HENDERSON 0.3%
Value ($000) $2,336 Shares 44,338 Est. Cost $52.28 Unrealized
BLACKROCK INC 0.3%
Value ($000) $2,335 Shares 2,550 Est. Cost $524.31 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $2,256 Shares 35,250 Est. Cost $50.31 Unrealized +16.1%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,250 Shares 10,879 Est. Cost $88.22 Unrealized +111.6%
GPN GLOBAL PAYMENTS INC 0.3%
Value ($000) $2,209 Shares 16,342 Est. Cost $163.62 Unrealized -19.0%
MET METLIFE INC 0.3%
Value ($000) $2,131 Shares 34,097 Est. Cost $35.46 Unrealized +56.2%
OKE ONEOK INC 0.3%
Value ($000) $2,126 Shares 36,181 Est. Cost $38.84 Unrealized +27.8%
VOX VANGUARD 0.3%
Value ($000) $2,124 Shares 15,669 Est. Cost $95.76 Unrealized
CB CHUBB LIMITED COM 0.3%
Value ($000) $2,110 Shares 10,918 Est. Cost $131.68 Unrealized +34.9%
MCK MCKESSON CORP 0.3%
Value ($000) $2,098 Shares 8,441 Est. Cost $202.56 Unrealized +6.0%
INTERPUBLIC GROUP OF COS INC 0.3%
Value ($000) $2,067 Shares 55,198 Est. Cost $30.47 Unrealized +1.9%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,061 Shares 19,983 Est. Cost $60.95 Unrealized +32.0%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $2,019 Shares 5,276 Est. Cost $200.92 Unrealized +77.4%
ORLY O REILLY AUTOMOTIVE INC 0.3%
Value ($000) $1,961 Shares 2,777 Est. Cost $26.84 Unrealized +61.3%
CTVA CORTEVA INC 0.3%
Value ($000) $1,961 Shares 41,470 Est. Cost $43.01 Unrealized +1.2%
VIGI VANGUARD 0.3%
Value ($000) $1,956 Shares 22,896 Est. Cost $66.12 Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $1,868 Shares 7,269 Est. Cost $185.46 Unrealized +27.3%
IVW ISHARES 0.2%
Value ($000) $1,860 Shares 22,223 Est. Cost $80.38 Unrealized
EEM ISHARES 0.2%
Value ($000) $1,843 Shares 37,726 Est. Cost $41.49 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,803 Shares 6 Est. Cost $279327.44 Unrealized +54.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,788 Shares 14,072 Est. Cost $109.77 Unrealized +15.0%
AMGN AMGEN INC 0.2%
Value ($000) $1,768 Shares 7,858 Est. Cost $180.68 Unrealized +2.5%
IDEV ISHARES 0.2%
Value ($000) $1,740 Shares 25,762 Est. Cost $63.79 Unrealized
PCAR PACCAR INC 0.2%
Value ($000) $1,717 Shares 19,449 Est. Cost $37.29 Unrealized +30.7%
FDX FEDEX CORP 0.2%
Value ($000) $1,692 Shares 6,544 Est. Cost $224.20 Unrealized -1.9%
PB PROSPERITY BANCSHARES INC 0.2%
Value ($000) $1,688 Shares 23,345 Est. Cost $56.04 Unrealized +14.8%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,644 Shares 2,952 Est. Cost $39.02 Unrealized +121.7%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value ($000) $1,605 Shares 2,541 Est. Cost $587.96 Unrealized +4.0%
VCSH VANGUARD 0.2%
Value ($000) $1,592 Shares 19,589 Est. Cost $80.82 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,573 Shares 16,844 Est. Cost $58.00 Unrealized +33.4%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,489 Shares 7,174 Est. Cost $126.80 Unrealized +47.8%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,488 Shares 6,975 Est. Cost $186.56 Unrealized +9.1%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,455 Shares 5,728 Est. Cost $149.98 Unrealized +85.1%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,438 Shares 13,711 Est. Cost $67.13 Unrealized +28.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,409 Shares 3,966 Est. Cost $295.61 Unrealized +4.5%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $1,377 Shares 5,641 Est. Cost $124.46 Unrealized +69.1%
NOW SERVICENOW INC 0.2%
Value ($000) $1,375 Shares 2,119 Est. Cost $76.61 Unrealized +71.4%
VNQI VANGUARD 0.2%
Value ($000) $1,360 Shares 25,203 Est. Cost $53.24 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,354 Shares 14,727 Est. Cost $61.83 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,327 Shares 6,594 Est. Cost $184.82 Unrealized +14.3%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,324 Shares 14,554 Est. Cost $61.43 Unrealized +18.3%
BBY BEST BUY CO INC 0.2%
Value ($000) $1,263 Shares 12,440 Est. Cost $59.34 Unrealized +58.1%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,229 Shares 4,128 Est. Cost $165.70 Unrealized +54.0%
HEI/A HEICO CORP 0.2%
Value ($000) $1,222 Shares 9,510 Est. Cost $72.61 Unrealized +74.2%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,215 Shares 7,352 Est. Cost $85.00 Unrealized +78.5%
ADM ARCHER-DANIELS-MIDLAND CO 0.2%
Value ($000) $1,208 Shares 17,868 Est. Cost $55.88 Unrealized +2.7%
AVGO BROADCOM INC 0.1%
Value ($000) $1,137 Shares 1,708 Est. Cost $46.13 Unrealized +12.3%
MA MASTERCARD INC 0.1%
Value ($000) $1,118 Shares 3,109 Est. Cost $275.04 Unrealized +22.8%
AFL AFLAC INC 0.1%
Value ($000) $1,110 Shares 19,011 Est. Cost $40.99 Unrealized +24.4%
IWR ISHARES 0.1%
Value ($000) $1,110 Shares 13,374 Est. Cost $68.56 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $1,086 Shares 6,097 Est. Cost $88.22 Unrealized +92.4%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $1,023 Shares 14,877 Est. Cost $43.87 Unrealized +25.0%
LEN LENNAR CORP 0.1%
Value ($000) $1,001 Shares 8,621 Est. Cost $92.92 Unrealized +3.4%
ICSH ISHARES 0.1%
Value ($000) $1,000 Shares 19,837 Est. Cost $50.41 Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $995 Shares 5,770 Est. Cost $88.78 Unrealized +66.1%
IHS MARKIT LTD SHS 0.1%
Value ($000) $993 Shares 7,473 Est. Cost $75.58 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $978 Shares 1,156 Est. Cost $556.56 Unrealized +32.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $958 Shares 1,437 Est. Cost $413.16 Unrealized +49.4%
DE DEERE & CO 0.1%
Value ($000) $951 Shares 2,773 Est. Cost $223.75 Unrealized +46.8%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $928 Shares 1,634 Est. Cost $260.73 Unrealized +87.2%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $899 Shares 4,572 Est. Cost $55.33 Unrealized +204.8%
HSY HERSHEY CO 0.1%
Value ($000) $882 Shares 4,559 Est. Cost $101.76 Unrealized +60.8%
JNK SPDR 0.1%
Value ($000) $880 Shares 8,100 Est. Cost $102.99 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $867 Shares 4,003 Est. Cost $124.00 Unrealized +60.4%
MRNA MODERNA INC 0.1%
Value ($000) $867 Shares 3,413 Est. Cost $180.36 Unrealized +62.1%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $851 Shares 9,877 Est. Cost $67.84 Unrealized +16.9%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $840 Shares 21,514 Est. Cost $36.49 Unrealized +6.7%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $821 Shares 8,827 Est. Cost $50.25 Unrealized +72.2%
DTE DTE ENERGY CO 0.1%
Value ($000) $810 Shares 6,777 Est. Cost $88.99 Unrealized +11.8%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $808 Shares 1,426 Est. Cost $364.98 Unrealized +71.3%
MTN VAIL RESORTS INC 0.1%
Value ($000) $806 Shares 2,460 Est. Cost $213.94 Unrealized +59.4%
DON WISDOMTREE 0.1%
Value ($000) $788 Shares 17,755 Est. Cost $35.05 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $784 Shares 2,181 Est. Cost $289.58 Unrealized +18.8%
VNQ VANGUARD 0.1%
Value ($000) $772 Shares 6,649 Est. Cost $82.59 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $766 Shares 14,750 Est. Cost $40.20 Unrealized +0.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $766 Shares 3,047 Est. Cost $219.31 Unrealized +1.9%
PTF INVESCO 0.1%
Value ($000) $751 Shares 4,520 Est. Cost $59.85 Unrealized
EFA ISHARES 0.1%
Value ($000) $746 Shares 9,495 Est. Cost $63.52 Unrealized
IWM ISHARES 0.1%
Value ($000) $735 Shares 3,305 Est. Cost $169.70 Unrealized
AME AMETEK INC 0.1%
Value ($000) $732 Shares 4,980 Est. Cost $49.70 Unrealized +167.8%
LQD ISHARES 0.1%
Value ($000) $711 Shares 5,362 Est. Cost $134.21 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $698 Shares 2,374 Est. Cost $18.41 Unrealized +49.1%
VAW VANGUARD 0.1%
Value ($000) $697 Shares 3,540 Est. Cost $118.92 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $696 Shares 3,697 Est. Cost $83.17 Unrealized +104.6%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $662 Shares 4,956 Est. Cost $106.95 Unrealized -0.4%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $641 Shares 24,068 Est. Cost $24.36 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $633 Shares 2,901 Est. Cost $210.49 Unrealized -2.2%
IJH ISHARES 0.1%
Value ($000) $628 Shares 2,219 Est. Cost $180.11 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $602 Shares 8,012 Est. Cost $49.89 Unrealized +30.5%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $602 Shares 5,559 Est. Cost $69.41 Unrealized +28.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $600 Shares 6,443 Est. Cost $64.27 Unrealized +18.7%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $599 Shares 2,393 Est. Cost $137.11 Unrealized +78.7%
OGE OGE ENERGY CORP 0.1%
Value ($000) $590 Shares 15,345 Est. Cost $36.35 Unrealized -3.6%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $579 Shares 9,290 Est. Cost $47.76 Unrealized +3.1%
T AT&T INC 0.1%
Value ($000) $578 Shares 23,507 Est. Cost $16.00 Unrealized -8.3%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $570 Shares 9,270 Est. Cost $40.93 Unrealized +22.3%
NWL NEWELL BRANDS 0.1%
Value ($000) $560 Shares 25,629 Est. Cost $20.01 Unrealized -6.5%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $558 Shares 6,868 Est. Cost $69.63 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $542 Shares 3,138 Est. Cost $65.54 Unrealized +137.2%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $531 Shares 2,924 Est. Cost $158.96 Unrealized
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $523 Shares 12,310 Est. Cost $38.02 Unrealized +10.5%
IFF INTERNATIONAL FLAVORS & 0.1%
Value ($000) $518 Shares 3,436 Est. Cost $129.85 Unrealized -0.2%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $506 Shares 9,706 Est. Cost $50.68 Unrealized +6.8%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $494 Shares 1,047 Est. Cost $191.03 Unrealized +131.3%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $457 Shares 12,729 Est. Cost $27.65 Unrealized +6.7%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $456 Shares 2,256 Est. Cost $93.73 Unrealized +90.5%
CSX CSX CORP 0.1%
Value ($000) $456 Shares 12,131 Est. Cost $27.56 Unrealized +20.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $456 Shares 2,598 Est. Cost $101.80 Unrealized +61.8%
IR INGERSOLL RAND INC 0.1%
Value ($000) $450 Shares 7,271 Est. Cost $31.60 Unrealized +79.3%
HPQ HP INC COM 0.1%
Value ($000) $448 Shares 11,891 Est. Cost $27.18 Unrealized +3.7%
LLY ELI LILLY & CO 0.1%
Value ($000) $442 Shares 1,601 Est. Cost $107.55 Unrealized +126.7%
MMM 3M CO 0.1%
Value ($000) $439 Shares 2,468 Est. Cost $123.28 Unrealized +3.2%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $431 Shares 3,600 Est. Cost $67.82 Unrealized +54.8%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $431 Shares 4,442 Est. Cost $79.41 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $429 Shares 7,918 Est. Cost $34.60 Unrealized +47.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $429 Shares 6,336 Est. Cost $56.07 Unrealized +1.4%
IJR ISHARES 0.1%
Value ($000) $424 Shares 3,702 Est. Cost $76.93 Unrealized
FTV FORTIVE CORP COM 0.1%
Value ($000) $411 Shares 5,383 Est. Cost $35.54 Unrealized +56.2%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $404 Shares 2,831 Est. Cost $104.07 Unrealized +10.7%
VIACOMCBS INC 0.1%
Value ($000) $403 Shares 13,366 Est. Cost $41.95 Unrealized
LDUR PIMCO 0.1%
Value ($000) $398 Shares 3,958 Est. Cost $100.56 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $376 Shares 14,466 Est. Cost $18.11 Unrealized +25.6%
OGS ONE GAS INC COM 0.0%
Value ($000) $372 Shares 4,797 Est. Cost $72.28 Unrealized -3.7%
CTAS CINTAS CORP 0.0%
Value ($000) $355 Shares 800 Est. Cost $54.66 Unrealized +89.8%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $354 Shares 16,708 Est. Cost $8.92 Unrealized +56.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $354 Shares 2,550 Est. Cost $62.54 Unrealized +89.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $351 Shares 3,695 Est. Cost $66.81 Unrealized +14.2%
SVB FINANCIAL GROUP 0.0%
Value ($000) $339 Shares 500 Est. Cost $494.00 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $334 Shares 3,167 Est. Cost $56.53 Unrealized +63.2%
BANF BANCFIRST CORP 0.0%
Value ($000) $312 Shares 4,419 Est. Cost $32.74 Unrealized +87.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $312 Shares 1,707 Est. Cost $146.68 Unrealized +42.2%
DRI DARDEN RESTAURANTS INC SR NT 0.0%
Value ($000) $308 Shares 2,049 Est. Cost $129.19 Unrealized 0.0%
VOO VANGUARD 0.0%
Value ($000) $305 Shares 697 Est. Cost $324.29 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $303 Shares 1,813 Est. Cost $104.49 Unrealized +44.2%
VTV VANGUARD 0.0%
Value ($000) $296 Shares 2,015 Est. Cost $108.55 Unrealized
RZG INVESCO 0.0%
Value ($000) $294 Shares 1,765 Est. Cost $138.24 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $289 Shares 3,103 Est. Cost $60.93 Unrealized +34.5%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $283 Shares 3,287 Est. Cost $75.57 Unrealized -3.2%
VGT VANGUARD 0.0%
Value ($000) $280 Shares 611 Est. Cost $311.94 Unrealized
NKE NIKE INC 0.0%
Value ($000) $275 Shares 1,650 Est. Cost $82.95 Unrealized +86.3%
RFG INVESCO 0.0%
Value ($000) $266 Shares 1,156 Est. Cost $202.42 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $262 Shares 4,530 Est. Cost $27.36 Unrealized +18.9%
EMB ISHARES 0.0%
Value ($000) $262 Shares 2,403 Est. Cost $110.60 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $257 Shares 496 Est. Cost $419.35 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $254 Shares 1,105 Est. Cost $179.43 Unrealized +9.9%
SPHD INVESCO 0.0%
Value ($000) $250 Shares 5,511 Est. Cost $42.29 Unrealized
VB VANGUARD 0.0%
Value ($000) $250 Shares 1,108 Est. Cost $145.94 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $249 Shares 6,062 Est. Cost $27.92 Unrealized +14.6%
PEJ INVESCO 0.0%
Value ($000) $247 Shares 5,045 Est. Cost $40.04 Unrealized
KEY KEYCORP 0.0%
Value ($000) $236 Shares 10,233 Est. Cost $16.37 Unrealized +14.8%
VT VANGUARD 0.0%
Value ($000) $226 Shares 2,102 Est. Cost $97.05 Unrealized
FRCB FIRST REP BK SAN FRAN CA 0.0%
Value ($000) $226 Shares 1,093 Est. Cost $181.61 Unrealized +15.1%
IDU ISHARES 0.0%
Value ($000) $226 Shares 2,558 Est. Cost $79.75 Unrealized
VTI VANGUARD 0.0%
Value ($000) $225 Shares 930 Est. Cost $222.58 Unrealized
MGM MGM RESORTS INTL 0.0%
Value ($000) $224 Shares 5,000 Est. Cost $41.35 Unrealized +8.5%
VUG VANGUARD 0.0%
Value ($000) $219 Shares 682 Est. Cost $321.11 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $213 Shares 2,710 Est. Cost $67.77 Unrealized +1.5%
WFC WELLS FARGO CO 0.0%
Value ($000) $206 Shares 4,285 Est. Cost $44.41 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $205 Shares 2,350 Est. Cost $78.43 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $190 Shares 23,140 Est. Cost $9.51 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $184 Shares 30,201 Est. Cost $2.53 Unrealized
AEGON NV 0.0%
Value ($000) $91 Shares 18,326 Est. Cost $4.97 Unrealized