Pinnacle Wealth Management Advisory Group, LLC Diversified Active

CIK: 0001631864 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 3, 2021

Total Value ($000): $328,173 (100.0% shares, 0.0% debt)

Holdings (186)

VB Vanguard Small-Cap ETF 6.0%
Value ($000) $19,687 Shares 101,126 Est. Cost $135.39 Unrealized
AAPL Apple Inc 4.5%
Value ($000) $14,907 Shares 112,341 Est. Cost $96.44 Unrealized +21.3%
SPY SPDR S&P 500 ETF Tr 3.9%
Value ($000) $12,732 Shares 34,054 Est. Cost $240.81 Unrealized
QUAL iShares MSCI USA Quality 3.7%
Value ($000) $12,139 Shares 104,460 Est. Cost $91.70 Unrealized
VYM Vanguard High Div Yield ETF 3.2%
Value ($000) $10,665 Shares 116,547 Est. Cost $74.74 Unrealized
VEU Vanguard FTSE All World Ex U 2.5%
Value ($000) $8,263 Shares 141,580 Est. Cost $49.35 Unrealized
VTI Vanguard US Total Stock Mark 2.5%
Value ($000) $8,044 Shares 41,330 Est. Cost $129.98 Unrealized
QQQ Invesco QQQ Trust Series I 2.4%
Value ($000) $7,945 Shares 25,325 Est. Cost $184.88 Unrealized
DIA SPDR Dow Jones Indl Avrg ETF 2.2%
Value ($000) $7,302 Shares 23,880 Est. Cost $204.22 Unrealized
BND Vanguard Bd Index Fd Tot Mkt 2.2%
Value ($000) $7,086 Shares 80,346 Est. Cost $84.44 Unrealized
VCSH Vanguard Short Term Corp Bon 2.1%
Value ($000) $6,977 Shares 83,812 Est. Cost $81.61 Unrealized
TOTL SPDR Doubleline Total Return 2.0%
Value ($000) $6,531 Shares 132,530 Est. Cost $48.77 Unrealized
VV Vanguard Large Cap ETF 2.0%
Value ($000) $6,523 Shares 37,118 Est. Cost $104.73 Unrealized
IVV iShares Core S&P 500 Index F 1.9%
Value ($000) $6,287 Shares 16,747 Est. Cost $293.93 Unrealized
RSP Invesco S&P 500 Equal Weight 1.9%
Value ($000) $6,167 Shares 48,356 Est. Cost $97.62 Unrealized
JNJ Johnson & Johnson 1.8%
Value ($000) $5,807 Shares 36,895 Est. Cost $91.71 Unrealized +39.1%
MSFT Microsoft Corp 1.7%
Value ($000) $5,510 Shares 24,774 Est. Cost $50.88 Unrealized +304.9%
MDY SPDR S & P Mid-Cap 400 ETF T 1.6%
Value ($000) $5,187 Shares 12,352 Est. Cost $286.50 Unrealized
AMZN Amazon.Com Inc 1.5%
Value ($000) $5,073 Shares 1,558 Est. Cost $101.87 Unrealized +56.6%
SCHD Schwab US DVD equity ETF 1.4%
Value ($000) $4,674 Shares 72,873 Est. Cost $57.67 Unrealized
iShares MSCI USA Min Vol Fac 1.1%
Value ($000) $3,721 Shares 54,819 Est. Cost $62.25 Unrealized
GOOGL Alphabet Inc - Class A 1.1%
Value ($000) $3,626 Shares 2,069 Est. Cost $49.09 Unrealized +70.1%
IEI Ishares Barclays 3-7 Year 1.1%
Value ($000) $3,524 Shares 26,498 Est. Cost $123.41 Unrealized
NEAR Blackrock Short Maturity Bon 1.1%
Value ($000) $3,519 Shares 70,148 Est. Cost $50.11 Unrealized
Blackrock Inc 1.0%
Value ($000) $3,435 Shares 4,760 Est. Cost $398.13 Unrealized
FlexShares iBoxx 3 Yr Target 1.0%
Value ($000) $3,350 Shares 128,420 Est. Cost $25.35 Unrealized
IEMG iShares Core MSCI Emerging M 1.0%
Value ($000) $3,315 Shares 53,435 Est. Cost $48.89 Unrealized
IJR iShares Tr S&P Smlcap 600 1.0%
Value ($000) $3,308 Shares 36,001 Est. Cost $82.37 Unrealized
JPM JPMorgan Chase & Co 1.0%
Value ($000) $3,237 Shares 25,471 Est. Cost $57.99 Unrealized +69.2%
PG Procter & Gamble 0.8%
Value ($000) $2,738 Shares 19,677 Est. Cost $79.54 Unrealized +54.8%
VOO Vanguard S&P 500 ETF 0.8%
Value ($000) $2,502 Shares 7,281 Est. Cost $260.96 Unrealized
PFE Pfizer Inc 0.7%
Value ($000) $2,434 Shares 66,111 Est. Cost $23.12 Unrealized +23.9%
MMM 3M Co 0.7%
Value ($000) $2,427 Shares 13,885 Est. Cost $98.24 Unrealized +19.6%
UNH Unitedhealth Group Inc 0.7%
Value ($000) $2,422 Shares 6,908 Est. Cost $136.48 Unrealized +125.8%
VZ Verizon Communications 0.7%
Value ($000) $2,314 Shares 39,380 Est. Cost $36.59 Unrealized +20.2%
UPS United Parcel Service -Cl B 0.7%
Value ($000) $2,299 Shares 13,650 Est. Cost $134.39 Unrealized +1.9%
IJS iShares S&P Smallcap 600 Val 0.7%
Value ($000) $2,248 Shares 27,646 Est. Cost $107.02 Unrealized
MCD McDonald's Corp 0.7%
Value ($000) $2,204 Shares 10,272 Est. Cost $103.66 Unrealized +86.4%
VXUS Vanguard Total Intl Stock In 0.7%
Value ($000) $2,150 Shares 35,730 Est. Cost $50.66 Unrealized
CSCO Cisco Systems 0.7%
Value ($000) $2,140 Shares 47,813 Est. Cost $30.98 Unrealized +13.9%
HD Home Depot Inc 0.6%
Value ($000) $2,017 Shares 7,593 Est. Cost $103.00 Unrealized +135.4%
LMT Lockheed Martin Corporation 0.6%
Value ($000) $1,915 Shares 5,394 Est. Cost $183.24 Unrealized +74.1%
WMT Wal Mart Stores Inc 0.6%
Value ($000) $1,882 Shares 13,058 Est. Cost $26.16 Unrealized +72.9%
BRK/B Berkshire Hathaway Inc-CL B 0.6%
Value ($000) $1,812 Shares 7,816 Est. Cost $186.28 Unrealized +18.2%
Raytheon Tech Corp 0.6%
Value ($000) $1,810 Shares 25,305 Est. Cost $61.48 Unrealized
PNC PNC Fincl Services Group 0.5%
Value ($000) $1,804 Shares 12,106 Est. Cost $83.24 Unrealized +27.9%
MS Morgan Stanley 0.5%
Value ($000) $1,737 Shares 25,340 Est. Cost $48.82 Unrealized 0.0%
INTC Intel Corp 0.5%
Value ($000) $1,732 Shares 34,766 Est. Cost $33.66 Unrealized +30.8%
SKYY First Trust Ise Cloud Comput 0.5%
Value ($000) $1,717 Shares 18,070 Est. Cost $74.75 Unrealized
DON Wisdomtree MidCap Dividend F 0.5%
Value ($000) $1,713 Shares 49,196 Est. Cost $31.57 Unrealized
SHV iShares Barclay S/Treasury B 0.5%
Value ($000) $1,700 Shares 15,379 Est. Cost $110.67 Unrealized
DIS Walt Disney Co 0.5%
Value ($000) $1,692 Shares 9,341 Est. Cost $103.73 Unrealized +35.2%
First Trust DJ Internet 0.5%
Value ($000) $1,684 Shares 7,933 Est. Cost $139.05 Unrealized
AMGN Amgen Inc 0.5%
Value ($000) $1,641 Shares 7,138 Est. Cost $158.04 Unrealized +24.2%
MNA IQ Merger Arbitrage 0.5%
Value ($000) $1,622 Shares 48,673 Est. Cost $31.86 Unrealized
AXP American Express 0.5%
Value ($000) $1,610 Shares 13,319 Est. Cost $68.97 Unrealized +50.6%
GIS General Mills 0.5%
Value ($000) $1,528 Shares 25,989 Est. Cost $36.27 Unrealized +40.2%
VO Vanguard Mid-Cap ETF 0.5%
Value ($000) $1,522 Shares 7,363 Est. Cost $163.36 Unrealized
PEP Pepsico Inc 0.5%
Value ($000) $1,518 Shares 10,234 Est. Cost $94.52 Unrealized +28.3%
VXF Vanguard Extended Market ETF 0.5%
Value ($000) $1,513 Shares 9,185 Est. Cost $122.63 Unrealized
BMY Bristol-Myers Squibb Co 0.5%
Value ($000) $1,496 Shares 24,125 Est. Cost $40.96 Unrealized +22.1%
Mastercard Inc Class A 0.4%
Value ($000) $1,474 Shares 4,129 Est. Cost $261.64 Unrealized
META Facebook Inc 0.4%
Value ($000) $1,425 Shares 5,218 Est. Cost $184.78 Unrealized +47.3%
BOND PIMCO Total Return ETF 0.4%
Value ($000) $1,415 Shares 12,506 Est. Cost $106.08 Unrealized
IJH iShares Tr S&P Midcap 400 0.4%
Value ($000) $1,409 Shares 6,133 Est. Cost $172.49 Unrealized
BAC Bank Of America Corp 0.4%
Value ($000) $1,331 Shares 43,903 Est. Cost $24.46 Unrealized -3.3%
Pimco Enhanced Short Maturit 0.4%
Value ($000) $1,327 Shares 13,005 Est. Cost $101.68 Unrealized
CMI Cummins Inc 0.4%
Value ($000) $1,290 Shares 5,682 Est. Cost $106.39 Unrealized +86.3%
ACN Accenture PLC Cl A 0.4%
Value ($000) $1,257 Shares 4,813 Est. Cost $85.90 Unrealized +159.7%
DES Wisdomtree SmallCap Dividend 0.3%
Value ($000) $1,146 Shares 43,093 Est. Cost $24.08 Unrealized
MUB iShares S&P National AMT Fre 0.3%
Value ($000) $1,129 Shares 9,636 Est. Cost $111.74 Unrealized
IBM International Business Machi 0.3%
Value ($000) $1,126 Shares 8,947 Est. Cost $98.32 Unrealized -5.0%
SCHA Schwab US Small-Cap ETF 0.3%
Value ($000) $1,117 Shares 12,553 Est. Cost $62.93 Unrealized
SBUX Starbucks Corp 0.3%
Value ($000) $1,101 Shares 10,292 Est. Cost $69.24 Unrealized +23.0%
VNQ Vanguard REIT ETF 0.3%
Value ($000) $1,057 Shares 12,448 Est. Cost $80.79 Unrealized
V Visa Inc Class A Shares 0.3%
Value ($000) $1,052 Shares 4,809 Est. Cost $113.86 Unrealized +73.2%
MRK Merck & Co 0.3%
Value ($000) $1,048 Shares 12,807 Est. Cost $55.88 Unrealized +16.0%
SHY iShares Tr 1-3 Yr Trs Bd 0.3%
Value ($000) $1,042 Shares 12,060 Est. Cost $86.62 Unrealized
PFF iShares Preferred & Inc Secu 0.3%
Value ($000) $1,037 Shares 26,925 Est. Cost $35.17 Unrealized
Tesla Inc 0.3%
Value ($000) $1,016 Shares 1,125 Est. Cost $558.50 Unrealized
NVDA NVIDIA Corp 0.3%
Value ($000) $965 Shares 1,847 Est. Cost $4.90 Unrealized +172.3%
IWN iShares Russell 2000 Value I 0.3%
Value ($000) $959 Shares 7,276 Est. Cost $91.13 Unrealized
SCHM Schwab US Mid Cap ETF 0.3%
Value ($000) $952 Shares 13,970 Est. Cost $56.64 Unrealized
GS Goldman Sachs Group Inc 0.3%
Value ($000) $934 Shares 3,543 Est. Cost $177.06 Unrealized +11.3%
IGSB iShares 1-5 Year Inv Gr Corp 0.3%
Value ($000) $904 Shares 16,383 Est. Cost $52.08 Unrealized
TROW T Rowe Price Group Inc 0.3%
Value ($000) $896 Shares 5,917 Est. Cost $57.88 Unrealized +97.6%
LOW Lowe's Companies Inc 0.3%
Value ($000) $831 Shares 5,178 Est. Cost $98.48 Unrealized +50.3%
GOOG Alphabet Inc - Class C 0.3%
Value ($000) $830 Shares 474 Est. Cost $50.27 Unrealized +66.6%
JPSE JPMorgan Diversified Return 0.2%
Value ($000) $807 Shares 22,410 Est. Cost $21.55 Unrealized
Aptiv PLC 0.2%
Value ($000) $775 Shares 5,945 Est. Cost $82.05 Unrealized
IJT iShares S&P Smallcap 600 Gro 0.2%
Value ($000) $764 Shares 6,694 Est. Cost $142.42 Unrealized
VGIT Vanguard Interm-Term Govt Bd 0.2%
Value ($000) $742 Shares 10,690 Est. Cost $66.68 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.2%
Value ($000) $739 Shares 13,935 Est. Cost $46.39 Unrealized
ABBV Abbvie Inc 0.2%
Value ($000) $733 Shares 6,836 Est. Cost $70.25 Unrealized +12.4%
CLX Clorox Co 0.2%
Value ($000) $731 Shares 3,619 Est. Cost $110.19 Unrealized +60.1%
iShares Core MSCI Total Intl 0.2%
Value ($000) $719 Shares 10,700 Est. Cost $52.22 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.2%
Value ($000) $690 Shares 3,000 Est. Cost $130.42 Unrealized
KLAC KLA Corp 0.2%
Value ($000) $685 Shares 2,645 Est. Cost $87.31 Unrealized +152.5%
VIG Vanguard Dividend Appreciati 0.2%
Value ($000) $682 Shares 4,832 Est. Cost $112.51 Unrealized
CVX Chevron Corporation 0.2%
Value ($000) $678 Shares 8,028 Est. Cost $68.66 Unrealized -5.3%
iShares Edge MSCI USA Moment 0.2%
Value ($000) $674 Shares 4,179 Est. Cost $113.45 Unrealized
T AT&T Inc 0.2%
Value ($000) $650 Shares 22,592 Est. Cost $13.88 Unrealized +10.8%
Invesco Variable Rate Prefer 0.2%
Value ($000) $637 Shares 24,563 Est. Cost $24.85 Unrealized
KO Coca-Cola Co 0.2%
Value ($000) $600 Shares 10,936 Est. Cost $34.80 Unrealized +27.2%
HON Honeywell International 0.2%
Value ($000) $589 Shares 2,767 Est. Cost $81.70 Unrealized +100.4%
ADBE Adobe Inc 0.2%
Value ($000) $588 Shares 1,175 Est. Cost $374.68 Unrealized +28.9%
SHM SPDR Nuveen Bloomberg Barcla 0.2%
Value ($000) $571 Shares 11,477 Est. Cost $49.03 Unrealized
IWD iShares Russell 1000 Value I 0.2%
Value ($000) $571 Shares 4,177 Est. Cost $116.35 Unrealized
XBI SPDR S&P Biotech ETF 0.2%
Value ($000) $565 Shares 4,015 Est. Cost $112.00 Unrealized
JPST JP Morgan Ultra-Short Income 0.2%
Value ($000) $559 Shares 11,005 Est. Cost $50.76 Unrealized
EMR Emerson Elec Co 0.2%
Value ($000) $550 Shares 6,848 Est. Cost $48.91 Unrealized +36.6%
WisdomTree Bloomberg Fl Rate 0.2%
Value ($000) $527 Shares 21,001 Est. Cost $25.10 Unrealized
C Citigroup Inc 0.2%
Value ($000) $526 Shares 8,529 Est. Cost $47.99 Unrealized -11.7%
XLK (Sector SPDR) AMEX Tech Sele 0.2%
Value ($000) $525 Shares 4,040 Est. Cost $74.72 Unrealized
SPDR Portfolio Short Term Tr 0.2%
Value ($000) $521 Shares 16,967 Est. Cost $30.73 Unrealized
AMAT Applied Materials 0.2%
Value ($000) $498 Shares 5,770 Est. Cost $42.05 Unrealized +68.1%
SLYV SPDR S&P 600 S/C Value ETF 0.2%
Value ($000) $494 Shares 7,469 Est. Cost $55.75 Unrealized
VYMI Vanguard Intl Hi Div Yield I 0.2%
Value ($000) $493 Shares 8,105 Est. Cost $55.83 Unrealized
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $491 Shares 9,369 Est. Cost $31.90 Unrealized +30.6%
COST Costco Wholesale Corp 0.1%
Value ($000) $485 Shares 1,287 Est. Cost $293.00 Unrealized +18.6%
NEE Nextera Energy Inc 0.1%
Value ($000) $447 Shares 5,797 Est. Cost $58.82 Unrealized +11.6%
VWO Vanguard FTSE Emerging Marke 0.1%
Value ($000) $445 Shares 8,885 Est. Cost $40.10 Unrealized
BA Boeing Co 0.1%
Value ($000) $440 Shares 2,055 Est. Cost $189.10 Unrealized +1.7%
SPDR Barclays Capital Conv S 0.1%
Value ($000) $437 Shares 5,280 Est. Cost $50.89 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $430 Shares 7,373 Est. Cost $59.34 Unrealized -16.8%
TXN Texas Instruments Inc 0.1%
Value ($000) $426 Shares 2,598 Est. Cost $102.19 Unrealized +31.7%
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $415 Shares 1,722 Est. Cost $191.96 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $413 Shares 3,776 Est. Cost $46.55 Unrealized +113.2%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $409 Shares 2,005 Est. Cost $131.73 Unrealized +37.4%
D Dominion Energy Inc 0.1%
Value ($000) $406 Shares 5,400 Est. Cost $50.68 Unrealized +25.1%
Vanguard S/T Treasury ETF 0.1%
Value ($000) $396 Shares 6,425 Est. Cost $62.24 Unrealized
iShares Edge MSCI Multifacto 0.1%
Value ($000) $384 Shares 14,145 Est. Cost $23.12 Unrealized
TGT Target Corp 0.1%
Value ($000) $372 Shares 2,105 Est. Cost $98.18 Unrealized +47.6%
VTEB Vanguard Tax Exempt Bond ETF 0.1%
Value ($000) $368 Shares 6,666 Est. Cost $53.58 Unrealized
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $364 Shares 6,050 Est. Cost $50.31 Unrealized
VGT Vanguard Information Technol 0.1%
Value ($000) $364 Shares 1,030 Est. Cost $202.40 Unrealized
IWM iShares Tr Russell 2000 0.1%
Value ($000) $357 Shares 1,823 Est. Cost $113.35 Unrealized
TRV Travelers Companies Inc 0.1%
Value ($000) $345 Shares 2,460 Est. Cost $81.71 Unrealized +41.5%
Qorvo Inc 0.1%
Value ($000) $335 Shares 2,015 Est. Cost $110.61 Unrealized
VEA Vanguard FTSE Developed Mark 0.1%
Value ($000) $328 Shares 6,939 Est. Cost $38.78 Unrealized
ELV Anthem Inc 0.1%
Value ($000) $315 Shares 981 Est. Cost $216.22 Unrealized +32.3%
NVS Novartis Ag-Adr 0.1%
Value ($000) $312 Shares 3,309 Est. Cost $88.85 Unrealized
PEG Public Service Enterprise Gr 0.1%
Value ($000) $310 Shares 5,316 Est. Cost $41.12 Unrealized +19.0%
Vanguard Intermediate-Term C 0.1%
Value ($000) $309 Shares 3,185 Est. Cost $95.87 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $309 Shares 1,751 Est. Cost $126.96 Unrealized +16.1%
CAT Caterpillar Incorporated 0.1%
Value ($000) $309 Shares 1,698 Est. Cost $108.37 Unrealized +42.1%
GLD SPDR Gold Trust 0.1%
Value ($000) $308 Shares 1,728 Est. Cost $122.99 Unrealized
NSRGY Nestle Sa-Spons Adr 0.1%
Value ($000) $307 Shares 2,605 Est. Cost $106.36 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $299 Shares 1,770 Est. Cost $90.50 Unrealized +56.2%
SPDR Portfolio S/T Corp Bond 0.1%
Value ($000) $296 Shares 9,415 Est. Cost $30.26 Unrealized
SeaGen Inc 0.1%
Value ($000) $291 Shares 1,660 Est. Cost $175.30 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $285 Shares 2,375 Est. Cost $89.64 Unrealized +15.9%
NKE Nike Inc - B 0.1%
Value ($000) $282 Shares 1,996 Est. Cost $85.46 Unrealized +44.2%
MO Altria Group Inc 0.1%
Value ($000) $281 Shares 6,851 Est. Cost $27.16 Unrealized -1.7%
PHM PulteGroup Inc 0.1%
Value ($000) $277 Shares 6,415 Est. Cost $28.36 Unrealized +48.4%
ORCL Oracle Corp 0.1%
Value ($000) $272 Shares 4,208 Est. Cost $35.00 Unrealized +58.6%
IWP iShares Russell Midcap Growt 0.1%
Value ($000) $272 Shares 2,648 Est. Cost $130.54 Unrealized
CL Colgate-Palmolive 0.1%
Value ($000) $271 Shares 3,175 Est. Cost $53.60 Unrealized +37.0%
iShares Ultra Short-Term Bon 0.1%
Value ($000) $263 Shares 5,210 Est. Cost $50.48 Unrealized
SCZ iShares MSCI EAFE Small Cap 0.1%
Value ($000) $258 Shares 3,780 Est. Cost $52.56 Unrealized
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $253 Shares 1,673 Est. Cost $126.41 Unrealized
MU Micron Technology Inc 0.1%
Value ($000) $249 Shares 3,317 Est. Cost $58.84 Unrealized 0.0%
QCOM Qualcomm Inc 0.1%
Value ($000) $248 Shares 1,630 Est. Cost $124.71 Unrealized 0.0%
JP Morgan US Aggregate Bond 0.1%
Value ($000) $246 Shares 8,845 Est. Cost $26.99 Unrealized
XLE Energy Select Sector SPDR Fu 0.1%
Value ($000) $239 Shares 6,314 Est. Cost $37.85 Unrealized
ROK Rockwell Automation Inc 0.1%
Value ($000) $238 Shares 950 Est. Cost $175.54 Unrealized +27.6%
Alibaba Groups Holdings - Sp 0.1%
Value ($000) $236 Shares 1,014 Est. Cost $194.17 Unrealized
Altegris Multi Strategy Fund 0.1%
Value ($000) $229 Shares 122 Est. Cost $1819.67 Unrealized
SCHH Schwab Us Reit Etf 0.1%
Value ($000) $226 Shares 5,945 Est. Cost $35.29 Unrealized
Abn-Amro North America 0.1%
Value ($000) $222 Shares 8,000 Est. Cost $26.00 Unrealized
KMB Kimberly-Clark 0.1%
Value ($000) $222 Shares 1,648 Est. Cost $103.32 Unrealized +12.2%
SCHB Schwab US Broad Martket ETF 0.1%
Value ($000) $220 Shares 2,412 Est. Cost $91.21 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $219 Shares 5,500 Est. Cost $35.89 Unrealized
SHYD VanEck Vectors Short H/Y Mun 0.1%
Value ($000) $214 Shares 8,635 Est. Cost $24.78 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $213 Shares 394 Est. Cost $42.56 Unrealized +19.1%
IShares High Dividend Eq Fd 0.1%
Value ($000) $211 Shares 2,405 Est. Cost $87.73 Unrealized
IShares Edge MSCI Intl Quali 0.1%
Value ($000) $210 Shares 5,875 Est. Cost $35.74 Unrealized
SCHW The Charles Schwab 0.1%
Value ($000) $210 Shares 3,962 Est. Cost $42.34 Unrealized 0.0%
BIDU Baidu Inc - Spon Adr 0.1%
Value ($000) $208 Shares 961 Est. Cost $216.44 Unrealized
NorthStar HealthCare Income 0.0%
Value ($000) $97 Shares 25,000 Est. Cost $8.52 Unrealized
MZDAY Mazda Motor - Unsp ADR 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $2.70 Unrealized
CBWTF Auxly Cannabis Group 0.0%
Value ($000) $9 Shares 47,500 Est. Cost $0.16 Unrealized +29.9%
Fuse Cobalt Inc 0.0%
Value ($000) $1 Shares 25,000 Est. Cost $0.04 Unrealized
Global Security & Intelligen 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
DRNG Drone Guarder Inc 0.0%
Value ($000) $0 Shares 12,070 Est. Cost $0.00 Unrealized -8.7%
Walton US Land Fund 4 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized