Pinnacle Wealth Management Advisory Group, LLC Diversified Active

CIK: 0001631864 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $356,008 (100.0% shares, 0.0% debt)

Holdings (195)

VB Vanguard Small-Cap ETF 6.2%
Value ($000) $21,916 Shares 102,375 Est. Cost $136.35 Unrealized
AAPL Apple Inc 4.2%
Value ($000) $14,987 Shares 122,690 Est. Cost $98.85 Unrealized +26.5%
QUAL iShares MSCI USA Quality 3.6%
Value ($000) $12,928 Shares 106,158 Est. Cost $92.18 Unrealized
SPY SPDR S&P 500 ETF Tr 3.5%
Value ($000) $12,504 Shares 31,549 Est. Cost $240.81 Unrealized
VYM Vanguard High Div Yield ETF 3.3%
Value ($000) $11,793 Shares 116,656 Est. Cost $74.74 Unrealized
VEU Vanguard FTSE All World Ex U 3.0%
Value ($000) $10,659 Shares 175,656 Est. Cost $51.55 Unrealized
VCSH Vanguard Short Term Corp Bon 2.7%
Value ($000) $9,660 Shares 117,094 Est. Cost $81.86 Unrealized
VTI Vanguard US Total Stock Mark 2.6%
Value ($000) $9,307 Shares 45,030 Est. Cost $136.29 Unrealized
QQQ Invesco QQQ Trust Series I 2.2%
Value ($000) $8,010 Shares 25,099 Est. Cost $184.88 Unrealized
RSP Invesco S&P 500 Equal Weight 2.1%
Value ($000) $7,336 Shares 51,789 Est. Cost $100.54 Unrealized
IVV iShares Core S&P 500 Index F 2.0%
Value ($000) $7,284 Shares 18,310 Est. Cost $302.80 Unrealized
TOTL SPDR Doubleline Total Return 2.0%
Value ($000) $7,024 Shares 145,697 Est. Cost $48.72 Unrealized
BND Vanguard Bd Index Fd Tot Mkt 2.0%
Value ($000) $6,967 Shares 82,231 Est. Cost $84.44 Unrealized
SCHD Schwab US DVD equity ETF 1.8%
Value ($000) $6,330 Shares 86,813 Est. Cost $60.12 Unrealized
DIA SPDR Dow Jones Indl Avrg ETF 1.7%
Value ($000) $6,217 Shares 18,830 Est. Cost $204.22 Unrealized
JNJ Johnson & Johnson 1.7%
Value ($000) $5,940 Shares 36,143 Est. Cost $91.71 Unrealized +53.5%
MDY SPDR S & P Mid-Cap 400 ETF T 1.7%
Value ($000) $5,897 Shares 12,387 Est. Cost $286.50 Unrealized
MSFT Microsoft Corp 1.6%
Value ($000) $5,850 Shares 24,813 Est. Cost $50.88 Unrealized +338.1%
VV Vanguard Large Cap ETF 1.6%
Value ($000) $5,613 Shares 30,293 Est. Cost $104.73 Unrealized
AMZN Amazon.Com Inc 1.4%
Value ($000) $4,986 Shares 1,612 Est. Cost $103.77 Unrealized +52.8%
FlexShares iBoxx 3 Yr Target 1.2%
Value ($000) $4,408 Shares 167,150 Est. Cost $25.59 Unrealized
NEAR Blackrock Short Maturity Bon 1.2%
Value ($000) $4,276 Shares 85,198 Est. Cost $50.12 Unrealized
GOOGL Alphabet Inc - Class A 1.2%
Value ($000) $4,243 Shares 2,057 Est. Cost $49.09 Unrealized +99.5%
IEMG iShares Core MSCI Emerging M 1.1%
Value ($000) $3,968 Shares 61,646 Est. Cost $50.95 Unrealized
JPM JPMorgan Chase & Co 1.1%
Value ($000) $3,817 Shares 25,074 Est. Cost $57.99 Unrealized +119.4%
IJR iShares Tr S&P Smlcap 600 1.1%
Value ($000) $3,786 Shares 34,886 Est. Cost $82.37 Unrealized
IEI iShares Barclays 3-7 Yr Trea 1.0%
Value ($000) $3,610 Shares 27,796 Est. Cost $123.71 Unrealized
Blackrock Inc 1.0%
Value ($000) $3,461 Shares 4,590 Est. Cost $398.13 Unrealized
MMM 3M Co 0.8%
Value ($000) $2,944 Shares 15,282 Est. Cost $100.70 Unrealized +24.2%
IJS iShares S&P Smallcap 600 Val 0.8%
Value ($000) $2,711 Shares 26,911 Est. Cost $107.02 Unrealized
VOO Vanguard S&P 500 ETF 0.7%
Value ($000) $2,639 Shares 7,244 Est. Cost $260.96 Unrealized
VZ Verizon Communications 0.7%
Value ($000) $2,570 Shares 44,200 Est. Cost $37.20 Unrealized +13.6%
VXUS Vanguard Total Intl Stock In 0.7%
Value ($000) $2,561 Shares 40,844 Est. Cost $52.16 Unrealized
PFE Pfizer Inc 0.7%
Value ($000) $2,541 Shares 70,130 Est. Cost $23.40 Unrealized +19.8%
PG Procter & Gamble 0.7%
Value ($000) $2,488 Shares 18,369 Est. Cost $79.54 Unrealized +45.4%
UNH Unitedhealth Group Inc 0.7%
Value ($000) $2,482 Shares 6,672 Est. Cost $136.48 Unrealized +134.2%
CSCO Cisco Systems 0.7%
Value ($000) $2,451 Shares 47,393 Est. Cost $30.98 Unrealized +31.1%
UPS United Parcel Service -Cl B 0.7%
Value ($000) $2,346 Shares 13,800 Est. Cost $134.36 Unrealized -1.8%
HD Home Depot Inc 0.7%
Value ($000) $2,340 Shares 7,666 Est. Cost $103.00 Unrealized +137.3%
MCD McDonald's Corp 0.6%
Value ($000) $2,246 Shares 10,022 Est. Cost $103.66 Unrealized +84.5%
INTC Intel Corp 0.6%
Value ($000) $2,203 Shares 34,418 Est. Cost $33.66 Unrealized +60.7%
PNC PNC Fincl Services Group 0.6%
Value ($000) $2,131 Shares 12,147 Est. Cost $83.24 Unrealized +66.4%
Raytheon Tech Corp 0.6%
Value ($000) $2,016 Shares 26,085 Est. Cost $61.95 Unrealized
Pimco Enhanced Short Maturit 0.6%
Value ($000) $2,012 Shares 19,742 Est. Cost $101.76 Unrealized
LMT Lockheed Martin Corporation 0.5%
Value ($000) $1,949 Shares 5,274 Est. Cost $183.24 Unrealized +63.7%
DON Wisdomtree MidCap Dividend F 0.5%
Value ($000) $1,934 Shares 47,851 Est. Cost $31.57 Unrealized
FTXR First Trust NASDAQ Trans ETF 0.5%
Value ($000) $1,932 Shares 58,695 Est. Cost $32.92 Unrealized
BRK/B Berkshire Hathaway Inc-CL B 0.5%
Value ($000) $1,904 Shares 7,451 Est. Cost $186.28 Unrealized +30.4%
BAC Bank Of America Corp 0.5%
Value ($000) $1,807 Shares 46,693 Est. Cost $24.83 Unrealized +23.4%
MS Morgan Stanley 0.5%
Value ($000) $1,773 Shares 22,830 Est. Cost $48.82 Unrealized +34.3%
AMGN Amgen Inc 0.5%
Value ($000) $1,764 Shares 7,090 Est. Cost $158.04 Unrealized +29.5%
SHV iShares Barclay S/Treasury B 0.5%
Value ($000) $1,700 Shares 15,379 Est. Cost $110.67 Unrealized
WMT Wal Mart Stores Inc 0.5%
Value ($000) $1,689 Shares 12,432 Est. Cost $26.16 Unrealized +65.5%
DIS Walt Disney Co 0.5%
Value ($000) $1,682 Shares 9,115 Est. Cost $103.73 Unrealized +73.7%
Tesla Inc 0.5%
Value ($000) $1,642 Shares 2,458 Est. Cost $617.90 Unrealized
VO Vanguard Mid-Cap ETF 0.5%
Value ($000) $1,634 Shares 7,383 Est. Cost $163.36 Unrealized
AXP American Express 0.5%
Value ($000) $1,634 Shares 11,554 Est. Cost $68.97 Unrealized +80.3%
SKYY First Trust Ise Cloud Comput 0.5%
Value ($000) $1,623 Shares 16,945 Est. Cost $74.75 Unrealized
IJH iShares Tr S&P Midcap 400 0.4%
Value ($000) $1,600 Shares 6,148 Est. Cost $172.49 Unrealized
First Trust DJ Internet 0.4%
Value ($000) $1,592 Shares 7,302 Est. Cost $139.05 Unrealized
META Facebook Inc 0.4%
Value ($000) $1,559 Shares 5,292 Est. Cost $185.94 Unrealized +43.8%
VXF Vanguard Extended Market ETF 0.4%
Value ($000) $1,553 Shares 8,780 Est. Cost $122.63 Unrealized
GIS General Mills 0.4%
Value ($000) $1,541 Shares 25,129 Est. Cost $36.27 Unrealized +35.0%
Mastercard Inc Class A 0.4%
Value ($000) $1,523 Shares 4,279 Est. Cost $264.95 Unrealized
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $1,494 Shares 23,668 Est. Cost $40.96 Unrealized +24.6%
MNA IQ Merger Arbitrage 0.4%
Value ($000) $1,465 Shares 44,463 Est. Cost $31.86 Unrealized
CMI Cummins Inc 0.4%
Value ($000) $1,457 Shares 5,622 Est. Cost $106.39 Unrealized +108.6%
PEP Pepsico Inc 0.4%
Value ($000) $1,413 Shares 9,992 Est. Cost $94.52 Unrealized +24.7%
BOND PIMCO Total Return ETF 0.4%
Value ($000) $1,350 Shares 12,336 Est. Cost $106.08 Unrealized
DES Wisdomtree SmallCap Dividend 0.4%
Value ($000) $1,340 Shares 43,033 Est. Cost $24.08 Unrealized
SCHA Schwab US Small-Cap ETF 0.4%
Value ($000) $1,282 Shares 12,867 Est. Cost $63.83 Unrealized
NVDA NVIDIA Corp 0.4%
Value ($000) $1,261 Shares 2,361 Est. Cost $6.75 Unrealized +98.5%
ACN Accenture PLC Cl A 0.4%
Value ($000) $1,253 Shares 4,538 Est. Cost $85.90 Unrealized +180.9%
SBUX Starbucks Corp 0.3%
Value ($000) $1,213 Shares 11,097 Est. Cost $71.04 Unrealized +32.4%
PFF iShares Preferred & Inc Secu 0.3%
Value ($000) $1,111 Shares 28,920 Est. Cost $35.40 Unrealized
IBM International Business Machi 0.3%
Value ($000) $1,070 Shares 8,031 Est. Cost $98.32 Unrealized -0.2%
SCHM Schwab US Mid Cap ETF 0.3%
Value ($000) $1,060 Shares 14,248 Est. Cost $56.98 Unrealized
MUB iShares S&P National AMT Fre 0.3%
Value ($000) $1,060 Shares 9,136 Est. Cost $111.74 Unrealized
TROW T Rowe Price Group Inc 0.3%
Value ($000) $1,015 Shares 5,917 Est. Cost $57.88 Unrealized +127.9%
VNQ Vanguard REIT ETF 0.3%
Value ($000) $1,014 Shares 11,035 Est. Cost $80.79 Unrealized
V Visa Inc Class A Shares 0.3%
Value ($000) $1,009 Shares 4,765 Est. Cost $113.86 Unrealized +78.5%
MRK Merck & Co 0.3%
Value ($000) $1,002 Shares 13,002 Est. Cost $55.99 Unrealized +12.6%
GOOG Alphabet Inc - Class C 0.3%
Value ($000) $981 Shares 474 Est. Cost $50.27 Unrealized +95.9%
LOW Lowe's Companies Inc 0.3%
Value ($000) $965 Shares 5,073 Est. Cost $98.48 Unrealized +59.4%
SHY iShares Tr 1-3 Yr Trs Bd 0.3%
Value ($000) $954 Shares 11,060 Est. Cost $86.62 Unrealized
JPSE JPMorgan Diversified Return 0.3%
Value ($000) $948 Shares 22,410 Est. Cost $21.55 Unrealized
IGSB iShares 1-5 Year Inv Gr Corp 0.3%
Value ($000) $919 Shares 16,808 Est. Cost $52.14 Unrealized
KLAC KLA Corp 0.2%
Value ($000) $874 Shares 2,645 Est. Cost $87.31 Unrealized +227.5%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $862 Shares 2,635 Est. Cost $177.06 Unrealized +56.4%
GILD Gilead Sciences Inc 0.2%
Value ($000) $860 Shares 13,308 Est. Cost $56.67 Unrealized -5.8%
IJT iShares S&P Smallcap 600 Gro 0.2%
Value ($000) $844 Shares 6,580 Est. Cost $142.42 Unrealized
C Citigroup Inc 0.2%
Value ($000) $819 Shares 11,254 Est. Cost $49.97 Unrealized +12.4%
CVX Chevron Corporation 0.2%
Value ($000) $800 Shares 7,638 Est. Cost $68.66 Unrealized +15.9%
Aptiv PLC 0.2%
Value ($000) $796 Shares 5,769 Est. Cost $82.05 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.2%
Value ($000) $769 Shares 13,935 Est. Cost $46.39 Unrealized
iShares Core MSCI Total Intl 0.2%
Value ($000) $752 Shares 10,700 Est. Cost $52.22 Unrealized
AMAT Applied Materials 0.2%
Value ($000) $740 Shares 5,540 Est. Cost $42.05 Unrealized +151.4%
ABBV Abbvie Inc 0.2%
Value ($000) $735 Shares 6,796 Est. Cost $70.25 Unrealized +26.6%
JPST JP Morgan Ultra-Short Income 0.2%
Value ($000) $724 Shares 14,255 Est. Cost $50.77 Unrealized
IWD iShares Russell 1000 Value I 0.2%
Value ($000) $720 Shares 4,752 Est. Cost $120.61 Unrealized
VGIT Vanguard Interm-Term Govt Bd 0.2%
Value ($000) $719 Shares 10,690 Est. Cost $66.68 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.2%
Value ($000) $705 Shares 3,000 Est. Cost $130.42 Unrealized
CLX Clorox Co 0.2%
Value ($000) $698 Shares 3,619 Est. Cost $110.19 Unrealized +49.8%
T AT&T Inc 0.2%
Value ($000) $648 Shares 21,405 Est. Cost $13.88 Unrealized +16.4%
ADBE Adobe Inc 0.2%
Value ($000) $647 Shares 1,360 Est. Cost $387.30 Unrealized +20.7%
Invesco Variable Rate Prefer 0.2%
Value ($000) $612 Shares 23,683 Est. Cost $24.85 Unrealized
VIG Vanguard Dividend Appreciati 0.2%
Value ($000) $611 Shares 4,157 Est. Cost $112.51 Unrealized
EMR Emerson Elec Co 0.2%
Value ($000) $606 Shares 6,714 Est. Cost $48.91 Unrealized +59.1%
SLYV SPDR S&P 600 S/C Value ETF 0.2%
Value ($000) $603 Shares 7,360 Est. Cost $55.75 Unrealized
SPDR Barclays Capital Conv S 0.2%
Value ($000) $596 Shares 7,155 Est. Cost $59.38 Unrealized
TIP iShares Barclays TIPS Bond F 0.2%
Value ($000) $584 Shares 4,650 Est. Cost $125.59 Unrealized
iShares Edge MSCI USA Moment 0.2%
Value ($000) $583 Shares 3,625 Est. Cost $113.45 Unrealized
VYMI Vanguard Intl Hi Div Yield I 0.2%
Value ($000) $577 Shares 8,820 Est. Cost $56.61 Unrealized
SHM SPDR Nuveen Bloomberg Barcla 0.2%
Value ($000) $569 Shares 11,477 Est. Cost $49.03 Unrealized
KO Coca-Cola Co 0.2%
Value ($000) $565 Shares 10,725 Est. Cost $34.80 Unrealized +24.7%
GLD SPDR Gold Trust 0.2%
Value ($000) $548 Shares 3,428 Est. Cost $141.27 Unrealized
XLK (Sector SPDR) AMEX Tech Sele 0.2%
Value ($000) $545 Shares 4,106 Est. Cost $75.66 Unrealized
XBI SPDR S&P Biotech ETF 0.2%
Value ($000) $543 Shares 4,000 Est. Cost $112.00 Unrealized
VTEB Vanguard Tax Exempt Bond ETF 0.2%
Value ($000) $535 Shares 9,799 Est. Cost $53.91 Unrealized
SPDR Portfolio Short Term Tr 0.1%
Value ($000) $520 Shares 16,967 Est. Cost $30.73 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $514 Shares 1,457 Est. Cost $297.29 Unrealized +10.9%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $513 Shares 9,475 Est. Cost $32.06 Unrealized +43.9%
TXN Texas Instruments Inc 0.1%
Value ($000) $486 Shares 2,573 Est. Cost $102.19 Unrealized +48.1%
BA Boeing Co 0.1%
Value ($000) $484 Shares 1,900 Est. Cost $189.10 Unrealized +17.5%
NFLX Netflix Inc 0.1%
Value ($000) $475 Shares 911 Est. Cost $48.51 Unrealized +9.3%
IWM iShares Tr Russell 2000 0.1%
Value ($000) $474 Shares 2,144 Est. Cost $129.48 Unrealized
TGT Target Corp 0.1%
Value ($000) $470 Shares 2,375 Est. Cost $105.58 Unrealized +54.6%
VWO Vanguard FTSE Emerging Marke 0.1%
Value ($000) $457 Shares 8,778 Est. Cost $40.10 Unrealized
HON Honeywell International 0.1%
Value ($000) $440 Shares 2,025 Est. Cost $81.70 Unrealized +116.2%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $439 Shares 1,980 Est. Cost $131.73 Unrealized +40.4%
iShares MSCI USA Min Vol Fac 0.1%
Value ($000) $432 Shares 6,243 Est. Cost $62.25 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $427 Shares 3,561 Est. Cost $46.55 Unrealized +133.4%
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $419 Shares 1,722 Est. Cost $191.96 Unrealized
iShares Edge MSCI Multifacto 0.1%
Value ($000) $406 Shares 14,145 Est. Cost $23.12 Unrealized
D Dominion Energy Inc 0.1%
Value ($000) $401 Shares 5,275 Est. Cost $50.68 Unrealized +15.4%
CAT Caterpillar Incorporated 0.1%
Value ($000) $394 Shares 1,698 Est. Cost $108.37 Unrealized +74.5%
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $381 Shares 6,050 Est. Cost $50.31 Unrealized
WisdomTree Bloomberg Fl Rate 0.1%
Value ($000) $377 Shares 15,006 Est. Cost $25.10 Unrealized
VTIP Vanguard Short-Term TIPS Ind 0.1%
Value ($000) $369 Shares 7,155 Est. Cost $51.57 Unrealized
VGT Vanguard Information Technol 0.1%
Value ($000) $369 Shares 1,030 Est. Cost $202.40 Unrealized
Qorvo Inc 0.1%
Value ($000) $368 Shares 2,015 Est. Cost $110.61 Unrealized
VEA Vanguard FTSE Developed Mark 0.1%
Value ($000) $362 Shares 7,379 Est. Cost $39.39 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $345 Shares 4,564 Est. Cost $58.82 Unrealized +17.0%
ELV Anthem Inc 0.1%
Value ($000) $345 Shares 961 Est. Cost $216.22 Unrealized +39.1%
LLY Eli Lilly & Co 0.1%
Value ($000) $331 Shares 1,770 Est. Cost $90.50 Unrealized +105.6%
TRV Travelers Companies Inc 0.1%
Value ($000) $327 Shares 2,175 Est. Cost $81.71 Unrealized +63.0%
Vanguard S/T Treasury ETF 0.1%
Value ($000) $321 Shares 5,225 Est. Cost $62.24 Unrealized
PHM PulteGroup Inc 0.1%
Value ($000) $321 Shares 6,125 Est. Cost $28.36 Unrealized +56.9%
PEG Public Service Enterprise Gr 0.1%
Value ($000) $317 Shares 5,266 Est. Cost $41.12 Unrealized +19.0%
ETN Eaton Corp PLC 0.1%
Value ($000) $315 Shares 2,280 Est. Cost $89.64 Unrealized +32.7%
SCHW The Charles Schwab 0.1%
Value ($000) $311 Shares 4,777 Est. Cost $44.83 Unrealized +27.0%
XLE Energy Select Sector SPDR Fu 0.1%
Value ($000) $308 Shares 6,280 Est. Cost $37.85 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $305 Shares 5,971 Est. Cost $27.16 Unrealized +12.0%
Vanguard Intermediate-Term C 0.1%
Value ($000) $296 Shares 3,185 Est. Cost $95.87 Unrealized
SPDR Portfolio S/T Corp Bond 0.1%
Value ($000) $295 Shares 9,415 Est. Cost $30.26 Unrealized
IShares High Dividend Eq Fd 0.1%
Value ($000) $290 Shares 3,055 Est. Cost $89.26 Unrealized
NVS Novartis Ag-Adr 0.1%
Value ($000) $283 Shares 3,309 Est. Cost $88.85 Unrealized
SCZ iShares MSCI EAFE Small Cap 0.1%
Value ($000) $272 Shares 3,780 Est. Cost $52.56 Unrealized
IWP iShares Russell Midcap Growt 0.1%
Value ($000) $270 Shares 2,648 Est. Cost $130.54 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $270 Shares 3,843 Est. Cost $35.00 Unrealized +73.2%
NKE Nike Inc - B 0.1%
Value ($000) $265 Shares 1,996 Est. Cost $85.46 Unrealized +51.6%
iShares Ultra Short-Term Bon 0.1%
Value ($000) $253 Shares 5,000 Est. Cost $50.48 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $252 Shares 342 Est. Cost $228.11 Unrealized 0.0%
ROK Rockwell Automation Inc 0.1%
Value ($000) $252 Shares 950 Est. Cost $175.54 Unrealized +33.6%
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $252 Shares 1,673 Est. Cost $126.41 Unrealized
Invesco Senior Loan Portfoli 0.1%
Value ($000) $251 Shares 11,340 Est. Cost $22.13 Unrealized
CL Colgate-Palmolive 0.1%
Value ($000) $250 Shares 3,175 Est. Cost $53.60 Unrealized +30.6%
ASML ASML Holding NV - NY Reg 0.1%
Value ($000) $247 Shares 400 Est. Cost $617.50 Unrealized
Altegris Multi Strategy Fund 0.1%
Value ($000) $244 Shares 122 Est. Cost $1819.67 Unrealized
SCHH Schwab Us Reit Etf 0.1%
Value ($000) $244 Shares 5,945 Est. Cost $35.29 Unrealized
JP Morgan US Aggregate Bond 0.1%
Value ($000) $242 Shares 9,025 Est. Cost $26.81 Unrealized
DAL Delta Air Lines 0.1%
Value ($000) $239 Shares 4,960 Est. Cost $43.04 Unrealized 0.0%
Alibaba Groups Holdings - Sp 0.1%
Value ($000) $233 Shares 1,029 Est. Cost $194.65 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $231 Shares 1,224 Est. Cost $126.96 Unrealized +23.4%
SeaGen Inc 0.1%
Value ($000) $231 Shares 1,660 Est. Cost $175.30 Unrealized
Pimco 0-5 Year H/Y Corp Bond 0.1%
Value ($000) $229 Shares 2,309 Est. Cost $99.18 Unrealized
Abn-Amro North America 0.1%
Value ($000) $218 Shares 8,000 Est. Cost $26.00 Unrealized
IEF iShares Lehman 7-10 Year Bon 0.1%
Value ($000) $216 Shares 1,911 Est. Cost $113.03 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $216 Shares 1,630 Est. Cost $124.71 Unrealized +4.0%
KMB Kimberly-Clark 0.1%
Value ($000) $216 Shares 1,550 Est. Cost $103.32 Unrealized +7.3%
IShares Edge MSCI Intl Quali 0.1%
Value ($000) $214 Shares 5,875 Est. Cost $35.74 Unrealized
MCK McKesson Corp 0.1%
Value ($000) $211 Shares 1,080 Est. Cost $177.34 Unrealized 0.0%
BIDU Baidu Inc - Spon Adr 0.1%
Value ($000) $209 Shares 961 Est. Cost $216.44 Unrealized
SCHB Schwab US Broad Martket ETF 0.1%
Value ($000) $208 Shares 2,149 Est. Cost $91.21 Unrealized
FDX Fedex Corp 0.1%
Value ($000) $206 Shares 725 Est. Cost $234.19 Unrealized 0.0%
IWN iShares Russell 2000 Value I 0.1%
Value ($000) $203 Shares 1,276 Est. Cost $91.13 Unrealized
HSY The Hershey Company 0.1%
Value ($000) $203 Shares 1,285 Est. Cost $134.06 Unrealized 0.0%
COR Amerisourcebergen Corp Com 0.1%
Value ($000) $201 Shares 1,701 Est. Cost $98.33 Unrealized 0.0%
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) $41 Shares 10,000 Est. Cost $2.70 Unrealized
CBWTF Auxly Cannabis Group 0.0%
Value ($000) $15 Shares 47,500 Est. Cost $0.16 Unrealized +75.8%
Fuse Cobalt Inc 0.0%
Value ($000) $2 Shares 25,000 Est. Cost $0.04 Unrealized
Walton US Land Fund 4 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 +238.5%
Global Security & Intelligen 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized