Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 10, 2018

Total Value ($000): $218,606 (100.0% shares, 0.0% debt)

Holdings (356)

AMZN Amazon.com Inc 5.3%
Value ($000) $11,579 Shares 6,812 Est. Cost $44.63 Unrealized +77.8%
MU Micron Technology Inc 3.9%
Value ($000) $8,428 Shares 160,716 Est. Cost $47.88 Unrealized +10.2%
AAPL Apple Inc 3.8%
Value ($000) $8,230 Shares 44,459 Est. Cost $28.30 Unrealized +51.0%
AMT American Tower REIT 3.6%
Value ($000) $7,768 Shares 53,881 Est. Cost $96.47 Unrealized +18.0%
EMN Eastman Chemical Co 3.5%
Value ($000) $7,742 Shares 77,455 Est. Cost $59.68 Unrealized +35.5%
META Facebook Inc Class A 3.4%
Value ($000) $7,470 Shares 38,441 Est. Cost $129.74 Unrealized +38.3%
BKNG Booking Hldgs Inc 3.3%
Value ($000) $7,306 Shares 3,604 Est. Cost $2072.14 Unrealized 0.0%
GOOGL Alphabet Inc - A 3.3%
Value ($000) $7,253 Shares 6,423 Est. Cost $40.25 Unrealized +34.1%
HD Home Depot Inc 3.3%
Value ($000) $7,231 Shares 37,064 Est. Cost $103.91 Unrealized +49.2%
WDC Western Digital Corp 3.3%
Value ($000) $7,125 Shares 92,036 Est. Cost $50.08 Unrealized +16.8%
MSFT Microsoft 3.0%
Value ($000) $6,647 Shares 67,403 Est. Cost $79.53 Unrealized +12.9%
AMAT Applied Materials 2.9%
Value ($000) $6,448 Shares 139,587 Est. Cost $50.00 Unrealized -5.5%
Nordstrom 2.9%
Value ($000) $6,369 Shares 123,009 Est. Cost $49.20 Unrealized
AMGN Amgen Inc 2.7%
Value ($000) $5,876 Shares 31,832 Est. Cost $143.87 Unrealized -2.5%
BBY Best Buy Co Inc 2.7%
Value ($000) $5,801 Shares 77,784 Est. Cost $53.77 Unrealized +3.3%
NUE Nucor Corp 2.6%
Value ($000) $5,786 Shares 92,571 Est. Cost $42.57 Unrealized +27.1%
BA Boeing 2.4%
Value ($000) $5,276 Shares 15,724 Est. Cost $303.56 Unrealized +8.8%
V Visa Inc Class A 2.3%
Value ($000) $4,970 Shares 37,520 Est. Cost $122.08 Unrealized 0.0%
CRM Salesforce.com Inc 2.2%
Value ($000) $4,910 Shares 36,000 Est. Cost $126.05 Unrealized 0.0%
WLK Westlake Chem Corp Common 2.2%
Value ($000) $4,715 Shares 43,812 Est. Cost $99.34 Unrealized 0.0%
MPC Marathon Pete Corp 2.1%
Value ($000) $4,690 Shares 66,848 Est. Cost $60.02 Unrealized 0.0%
URI United Rentals Inc 2.1%
Value ($000) $4,560 Shares 30,893 Est. Cost $168.44 Unrealized -6.1%
LEA Lear Corp 2.0%
Value ($000) $4,415 Shares 23,761 Est. Cost $161.17 Unrealized +3.9%
JPM JPMorgan Chase & Co 2.0%
Value ($000) $4,406 Shares 42,284 Est. Cost $49.80 Unrealized +78.8%
DOX Amdocs LTD 2.0%
Value ($000) $4,341 Shares 65,588 Est. Cost $57.38 Unrealized +0.3%
Cerner Corp 1.9%
Value ($000) $4,252 Shares 71,109 Est. Cost $59.73 Unrealized
FCX Freeport McMoran, Inc. 1.8%
Value ($000) $3,873 Shares 224,373 Est. Cost $16.78 Unrealized -8.1%
IVV iShares Core S&P 500 ETF 1.8%
Value ($000) $3,828 Shares 14,018 Est. Cost $3188.38 Unrealized
Foot Locker Inc 1.6%
Value ($000) $3,583 Shares 68,055 Est. Cost $45.54 Unrealized
BRK/B Berkshire Hathaway Class B 0.9%
Value ($000) $1,935 Shares 10,367 Est. Cost $156.38 Unrealized +24.6%
CSCO Cisco Systems 0.8%
Value ($000) $1,763 Shares 40,971 Est. Cost $21.58 Unrealized +61.0%
JKHY Jack Henry & Assoc Inc 0.7%
Value ($000) $1,615 Shares 12,392 Est. Cost $57.27 Unrealized +97.9%
Dr Pepper Snapple Group Inc 0.7%
Value ($000) $1,438 Shares 11,790 Est. Cost $118.41 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.6%
Value ($000) $1,301 Shares 15,583 Est. Cost $30787.26 Unrealized
AGG iShares Core Total U.S. Bond Market ETF 0.6%
Value ($000) $1,290 Shares 12,133 Est. Cost $208.14 Unrealized
LARK Landmark Bancshares 0.5%
Value ($000) $1,172 Shares 41,126 Est. Cost $17.88 Unrealized +18.6%
XOM Exxon Mobil Corp 0.5%
Value ($000) $1,026 Shares 12,398 Est. Cost $55.28 Unrealized +1.5%
VEA Vanguard FTSE Developed Markets ETF 0.4%
Value ($000) $948 Shares 22,105 Est. Cost $6439.66 Unrealized
INTC Intel Corp 0.4%
Value ($000) $922 Shares 18,550 Est. Cost $25.83 Unrealized +74.4%
VUG Vanguard Growth Index ETF 0.4%
Value ($000) $903 Shares 6,029 Est. Cost $112.64 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $889 Shares 7,327 Est. Cost $74.96 Unrealized +34.3%
FBL Financial Group Inc A 0.4%
Value ($000) $788 Shares 10,000 Est. Cost $61.50 Unrealized
VIG Vanguard Dividend Appreciation Index ETF 0.4%
Value ($000) $787 Shares 7,740 Est. Cost $78.81 Unrealized
MUB iShares National Muni Bond ETF 0.4%
Value ($000) $774 Shares 7,094 Est. Cost $108.94 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $753 Shares 7,251 Est. Cost $89.07 Unrealized
CAT Caterpillar Inc 0.3%
Value ($000) $720 Shares 5,309 Est. Cost $61.25 Unrealized +106.6%
HDV iShares Core High Dividend ETF 0.3%
Value ($000) $703 Shares 8,276 Est. Cost $72.57 Unrealized
PEP Pepsico Inc 0.3%
Value ($000) $634 Shares 5,822 Est. Cost $70.34 Unrealized +16.2%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.3%
Value ($000) $614 Shares 11,691 Est. Cost $56.88 Unrealized
EVRG Evergy INC CORP COMMON 0.3%
Value ($000) $606 Shares 10,795 Est. Cost $40.03 Unrealized 0.0%
VTI Vanguard US Total Stock Market ETF 0.3%
Value ($000) $603 Shares 4,297 Est. Cost $16479.63 Unrealized
BRK/A Berkshire Hathaway Class A 0.3%
Value ($000) $564 Shares 2 Est. Cost $230816.08 Unrealized +26.9%
IWO iShares Russell 2000 Growth Index ETF 0.2%
Value ($000) $535 Shares 2,619 Est. Cost $202.25 Unrealized
DE Deere & Co 0.2%
Value ($000) $531 Shares 3,800 Est. Cost $75.27 Unrealized +74.5%
Dowdupont Inc Common 0.2%
Value ($000) $450 Shares 6,824 Est. Cost $70.41 Unrealized
VO Vanguard Mid-Cap ETF 0.2%
Value ($000) $435 Shares 2,758 Est. Cost $154.69 Unrealized
PFE Pfizer 0.2%
Value ($000) $419 Shares 11,555 Est. Cost $20.45 Unrealized +18.8%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $415 Shares 2,129 Est. Cost $7441.41 Unrealized
PSX Phillips 66 0.2%
Value ($000) $378 Shares 3,362 Est. Cost $53.21 Unrealized +56.2%
CVX Chevron Corp 0.2%
Value ($000) $370 Shares 2,926 Est. Cost $64.32 Unrealized +38.6%
ABBV AbbVie Inc 0.2%
Value ($000) $351 Shares 3,786 Est. Cost $46.18 Unrealized +52.7%
IBM IBM Corporation 0.2%
Value ($000) $347 Shares 2,483 Est. Cost $96.89 Unrealized +3.2%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $343 Shares 4,006 Est. Cost $20.61 Unrealized +22.5%
USB US Bancorp New 0.2%
Value ($000) $338 Shares 6,757 Est. Cost $29.81 Unrealized +25.0%
MRK Merck & Co Inc 0.1%
Value ($000) $314 Shares 5,179 Est. Cost $44.25 Unrealized +0.6%
MMM 3M Company 0.1%
Value ($000) $295 Shares 1,500 Est. Cost $103.89 Unrealized +25.3%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $289 Shares 2,085 Est. Cost $74.65 Unrealized +64.3%
SCZ iShares MSCI EAFE Small-Cap 0.1%
Value ($000) $268 Shares 4,277 Est. Cost $64.41 Unrealized
MDY SPDR S&P MidCap 400 Index ETF 0.1%
Value ($000) $264 Shares 745 Est. Cost $262.64 Unrealized
BND Vanguard Total Bond Index ETF 0.1%
Value ($000) $260 Shares 3,287 Est. Cost $81.56 Unrealized
DBC Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf 0.1%
Value ($000) $260 Shares 14,714 Est. Cost $17.67 Unrealized
BAC Bank Of America 0.1%
Value ($000) $257 Shares 9,125 Est. Cost $16.50 Unrealized +50.6%
KO Coca Cola Company 0.1%
Value ($000) $255 Shares 5,815 Est. Cost $30.41 Unrealized +11.9%
COP Conocophillips 0.1%
Value ($000) $252 Shares 3,614 Est. Cost $45.29 Unrealized +14.4%
Blackrock Inc 0.1%
Value ($000) $248 Shares 497 Est. Cost $7859.90 Unrealized
ADM Archer-Daniels-Midland 0.1%
Value ($000) $248 Shares 5,404 Est. Cost $33.73 Unrealized +6.3%
WFC Wells Fargo & Co New 0.1%
Value ($000) $245 Shares 4,428 Est. Cost $39.54 Unrealized +9.6%
UNP Union Pacific 0.1%
Value ($000) $241 Shares 1,701 Est. Cost $80.39 Unrealized +46.5%
T AT&T Inc 0.1%
Value ($000) $236 Shares 7,340 Est. Cost $14.89 Unrealized -2.4%
ENB Enbridge Inc 0.1%
Value ($000) $231 Shares 6,486 Est. Cost $24.73 Unrealized -20.0%
ABT Abbott Labs Common 0.1%
Value ($000) $225 Shares 3,690 Est. Cost $34.53 Unrealized +53.9%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $219 Shares 5,197 Est. Cost $10203.88 Unrealized
TXN Texas Instruments 0.1%
Value ($000) $209 Shares 1,900 Est. Cost $64.34 Unrealized +35.7%
TFI SPDR Nuveen Barclays Muni Bond ETF 0.1%
Value ($000) $192 Shares 4,000 Est. Cost $48.00 Unrealized
CAG Conagra 0.1%
Value ($000) $188 Shares 5,261 Est. Cost $22.50 Unrealized +23.0%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $183 Shares 1,738 Est. Cost $86.16 Unrealized -7.8%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $177 Shares 3,200 Est. Cost $44.45 Unrealized -8.6%
ADP Automatic Data Processing 0.1%
Value ($000) $172 Shares 1,282 Est. Cost $78.72 Unrealized +36.9%
SPY SPDR S&P 500 Index ETF 0.1%
Value ($000) $172 Shares 635 Est. Cost $21977.65 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $163 Shares 800 Est. Cost $96.34 Unrealized +91.9%
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $157 Shares 1,371 Est. Cost $120.32 Unrealized
United Technologies Corp 0.1%
Value ($000) $153 Shares 1,220 Est. Cost $3850.94 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $152 Shares 1,952 Est. Cost $60.91 Unrealized +1.5%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $149 Shares 1,323 Est. Cost $114.23 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $144 Shares 862 Est. Cost $22.18 Unrealized +50.6%
MCD McDonald's Corp 0.1%
Value ($000) $140 Shares 891 Est. Cost $89.60 Unrealized +51.3%
PRU Prudential Financial 0.1%
Value ($000) $139 Shares 1,490 Est. Cost $51.06 Unrealized +36.5%
OKE Oneok Inc New 0.1%
Value ($000) $138 Shares 1,970 Est. Cost $32.05 Unrealized +24.1%
UPS United Parcel Service 0.1%
Value ($000) $133 Shares 1,255 Est. Cost $69.90 Unrealized +19.8%
Anadarko Petroleum Corp 0.1%
Value ($000) $133 Shares 1,814 Est. Cost $69.46 Unrealized
BSX Boston Scientific Corp 0.1%
Value ($000) $131 Shares 4,000 Est. Cost $27.58 Unrealized +9.4%
WM Waste Management Inc 0.1%
Value ($000) $123 Shares 1,515 Est. Cost $73.45 Unrealized -1.0%
ALL Allstate Corp 0.1%
Value ($000) $123 Shares 1,345 Est. Cost $57.91 Unrealized +37.5%
Patterson Companies 0.1%
Value ($000) $122 Shares 5,400 Est. Cost $36.11 Unrealized
MA Mastercard Inc Class A 0.1%
Value ($000) $120 Shares 610 Est. Cost $84.50 Unrealized +113.4%
ELV Anthem Inc. 0.1%
Value ($000) $119 Shares 500 Est. Cost $191.44 Unrealized +9.4%
CMCSA Comcast Corp Class A 0.1%
Value ($000) $118 Shares 3,592 Est. Cost $26.22 Unrealized +2.4%
PM Philip Morris Intl Inc 0.1%
Value ($000) $117 Shares 1,450 Est. Cost $48.28 Unrealized +17.2%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $115 Shares 1,371 Est. Cost $1920.68 Unrealized
CMS CMS Energy 0.1%
Value ($000) $115 Shares 2,427 Est. Cost $24.47 Unrealized +47.5%
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $115 Shares 3,000 Est. Cost $44.67 Unrealized
XLK SPDR Technology Sector ETF 0.1%
Value ($000) $115 Shares 1,661 Est. Cost $41.40 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $112 Shares 1,313 Est. Cost $62.52 Unrealized +17.9%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $109 Shares 1,688 Est. Cost $34.80 Unrealized +40.1%
KBSR KBS REIT III 0.0%
Value ($000) $106 Shares 9,065 Est. Cost $10.85 Unrealized
GIS General Mills Incorporated 0.0%
Value ($000) $104 Shares 2,353 Est. Cost $39.06 Unrealized -14.4%
CDK Global Inc Common 0.0%
Value ($000) $100 Shares 1,533 Est. Cost $49.19 Unrealized
Raytheon Company 0.0%
Value ($000) $99 Shares 515 Est. Cost $185.98 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $98 Shares 1,725 Est. Cost $30.16 Unrealized +6.7%
TXNM PNM Resources Inc 0.0%
Value ($000) $97 Shares 2,496 Est. Cost $26.77 Unrealized +43.1%
VZ Verizon Communications 0.0%
Value ($000) $95 Shares 1,894 Est. Cost $30.63 Unrealized +5.2%
HON Honeywell International 0.0%
Value ($000) $94 Shares 656 Est. Cost $76.61 Unrealized +48.2%
GS Goldman Sachs Grp Inc 0.0%
Value ($000) $93 Shares 422 Est. Cost $175.28 Unrealized +14.5%
Invesco Bulletshares 2022 Corporate Bond Etf Invsc Crp Bnd 0.0%
Value ($000) $89 Shares 4,295 Est. Cost $20.72 Unrealized
CL Colgate-Palmolive 0.0%
Value ($000) $89 Shares 1,375 Est. Cost $53.93 Unrealized +1.2%
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $87 Shares 1,081 Est. Cost $39.75 Unrealized +44.0%
VDE Vanguard Energy ETF 0.0%
Value ($000) $87 Shares 831 Est. Cost $98.68 Unrealized
ALK Alaska Air Group Inc 0.0%
Value ($000) $87 Shares 1,440 Est. Cost $73.89 Unrealized -19.5%
IWF iShares Russell 1000 Growth Index ETF 0.0%
Value ($000) $85 Shares 592 Est. Cost $107.41 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $84 Shares 1,060 Est. Cost $48.52 Unrealized +31.6%
IWS iShares Russell Midcap Value Index ETF 0.0%
Value ($000) $83 Shares 937 Est. Cost $78.97 Unrealized
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $82 Shares 1,267 Est. Cost $26.54 Unrealized +58.5%
IWP iShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $80 Shares 629 Est. Cost $97.44 Unrealized
SO Southern Company Inc 0.0%
Value ($000) $79 Shares 1,710 Est. Cost $28.29 Unrealized +16.1%
D Dominion Resources Inc 0.0%
Value ($000) $79 Shares 1,155 Est. Cost $46.66 Unrealized -0.6%
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value ($000) $76 Shares 1,383 Est. Cost $54.80 Unrealized
ES Eversource Energy 0.0%
Value ($000) $73 Shares 1,250 Est. Cost $33.64 Unrealized +31.1%
SCI Service Corp International 0.0%
Value ($000) $73 Shares 2,050 Est. Cost $24.32 Unrealized +52.4%
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $72 Shares 2,705 Est. Cost $31.11 Unrealized
CLX Clorox Company 0.0%
Value ($000) $71 Shares 525 Est. Cost $80.19 Unrealized +23.3%
OXY Occidental Petroleum 0.0%
Value ($000) $68 Shares 808 Est. Cost $55.64 Unrealized +19.2%
KIM Kimco Realty Corp 0.0%
Value ($000) $68 Shares 4,000 Est. Cost $15.49 Unrealized -32.8%
General Electric 0.0%
Value ($000) $68 Shares 4,964 Est. Cost $24.92 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $67 Shares 500 Est. Cost $204.26 Unrealized -32.6%
TSN Tyson Foods Cl A 0.0%
Value ($000) $66 Shares 960 Est. Cost $31.83 Unrealized +76.8%
ORCL Oracle Systems Corp 0.0%
Value ($000) $66 Shares 1,500 Est. Cost $36.94 Unrealized +11.4%
HPQ Hp Inc Common 0.0%
Value ($000) $66 Shares 2,901 Est. Cost $12.51 Unrealized +37.8%
IDA Idacorp Inc 0.0%
Value ($000) $65 Shares 700 Est. Cost $59.55 Unrealized +50.7%
NOC Northrop Grumman Corp 0.0%
Value ($000) $65 Shares 210 Est. Cost $137.50 Unrealized +112.0%
TXT Textron Inc 0.0%
Value ($000) $64 Shares 965 Est. Cost $53.87 Unrealized +18.6%
GLW Corning Inc 0.0%
Value ($000) $62 Shares 2,245 Est. Cost $20.64 Unrealized +8.4%
FDX FedEx Corporation 0.0%
Value ($000) $61 Shares 270 Est. Cost $153.01 Unrealized +41.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $60 Shares 202 Est. Cost $175.55 Unrealized +49.6%
AEP American Electrical Power Inc 0.0%
Value ($000) $59 Shares 850 Est. Cost $46.37 Unrealized +11.0%
HSY Hershey Co 0.0%
Value ($000) $57 Shares 615 Est. Cost $74.07 Unrealized +5.1%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $57 Shares 727 Est. Cost $80.26 Unrealized
NTRS Northern Trust Company 0.0%
Value ($000) $57 Shares 550 Est. Cost $60.19 Unrealized +40.1%
DIS Walt Disney Company 0.0%
Value ($000) $56 Shares 539 Est. Cost $93.45 Unrealized +4.0%
DVY iShares DJ Select Dividend Index ETF 0.0%
Value ($000) $53 Shares 538 Est. Cost $89.22 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $53 Shares 850 Est. Cost $48.83 Unrealized -11.6%
VOX Vanguard Telecommunication Services ETF 0.0%
Value ($000) $52 Shares 614 Est. Cost $91.16 Unrealized
C Citigroup Inc 0.0%
Value ($000) $51 Shares 769 Est. Cost $56.47 Unrealized -6.1%
RWR SPDR Dow Jones REIT Index ETF 0.0%
Value ($000) $47 Shares 505 Est. Cost $91.35 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $47 Shares 583 Est. Cost $12519.45 Unrealized
BANF Bancfirst Corp 0.0%
Value ($000) $47 Shares 800 Est. Cost $33.51 Unrealized +48.9%
LFUS Littelfuse Inc 0.0%
Value ($000) $46 Shares 200 Est. Cost $97.71 Unrealized +119.6%
VFC VF Corp 0.0%
Value ($000) $45 Shares 554 Est. Cost $67.48 Unrealized +11.7%
Altaba Inc Common 0.0%
Value ($000) $44 Shares 600 Est. Cost $70.00 Unrealized
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $43 Shares 719 Est. Cost $82.56 Unrealized
TMP Tompkins Financial Corp 0.0%
Value ($000) $43 Shares 500 Est. Cost $64.73 Unrealized -2.2%
CSX CSX Corp 0.0%
Value ($000) $42 Shares 659 Est. Cost $8.82 Unrealized +110.8%
MPLX MPLX LP 0.0%
Value ($000) $42 Shares 1,235 Est. Cost $33.20 Unrealized
GM General Motors Co. 0.0%
Value ($000) $42 Shares 1,072 Est. Cost $37.86 Unrealized -7.5%
FS Global Credit Opportuniteis Cl A 0.0%
Value ($000) $42 Shares 5,317 Est. Cost $7.71 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $41 Shares 370 Est. Cost $131.99 Unrealized -10.9%
HRL Hormel Foods Corp 0.0%
Value ($000) $41 Shares 1,100 Est. Cost $27.38 Unrealized +7.6%
NFLX Netflix, Inc. 0.0%
Value ($000) $41 Shares 105 Est. Cost $9.61 Unrealized +254.9%
Celgene Corp 0.0%
Value ($000) $40 Shares 499 Est. Cost $89.24 Unrealized
Corporate Capital Trust, Inc. 0.0%
Value ($000) $40 Shares 4,545 Est. Cost $8.80 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $40 Shares 1,064 Est. Cost $48.27 Unrealized -10.7%
HMS Income Fund, Inc. 0.0%
Value ($000) $40 Shares 5,128 Est. Cost $7.80 Unrealized
BP BP PLC ADR - F 0.0%
Value ($000) $39 Shares 862 Est. Cost $37.30 Unrealized
XLY SPDR Consumer Discretionary Sector ETF 0.0%
Value ($000) $39 Shares 354 Est. Cost $98.36 Unrealized
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $39 Shares 991 Est. Cost $39.35 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $38 Shares 339 Est. Cost $59.68 Unrealized +38.3%
Calamos Strategic Total Return CEF 0.0%
Value ($000) $38 Shares 3,017 Est. Cost $10.28 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $37 Shares 3,370 Est. Cost $8.27 Unrealized -6.4%
VWOB Vanguard Emerging Market Govt Bond Index ETF 0.0%
Value ($000) $36 Shares 475 Est. Cost $8286.91 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $36 Shares 273 Est. Cost $130.20 Unrealized -10.9%
WY Weyerhaeuser Co 0.0%
Value ($000) $35 Shares 952 Est. Cost $22.30 Unrealized +21.4%
TRV Travelers Co Inc 0.0%
Value ($000) $35 Shares 283 Est. Cost $98.44 Unrealized +12.6%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $35 Shares 240 Est. Cost $24.27 Unrealized +92.3%
OGE OGE Energy Corp 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $33.53 Unrealized +0.2%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $34 Shares 255 Est. Cost $112.11 Unrealized
CBS Corp Cl B 0.0%
Value ($000) $34 Shares 596 Est. Cost $60.37 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $34 Shares 100 Est. Cost $15.15 Unrealized +34.1%
NHHS Northstar HealthCare Income, Inc 0.0%
Value ($000) $33 Shares 3,910 Est. Cost $8.99 Unrealized
LOW Lowes Companies Inc 0.0%
Value ($000) $33 Shares 350 Est. Cost $64.21 Unrealized +22.6%
Williams Partners LP 0.0%
Value ($000) $32 Shares 780 Est. Cost $38.46 Unrealized
IP International Paper Co 0.0%
Value ($000) $31 Shares 600 Est. Cost $33.70 Unrealized +7.9%
BAX Baxter Intl Inc 0.0%
Value ($000) $30 Shares 405 Est. Cost $39.74 Unrealized +54.8%
GOOG Alphabet Inc - C 0.0%
Value ($000) $30 Shares 27 Est. Cost $51.56 Unrealized +4.0%
TMUS T-Mobile US Inc 0.0%
Value ($000) $30 Shares 496 Est. Cost $32.25 Unrealized +77.3%
HAL Halliburton Company 0.0%
Value ($000) $29 Shares 639 Est. Cost $35.79 Unrealized +19.2%
Adams Diversified Equity Fund Inc Cf 0.0%
Value ($000) $29 Shares 1,894 Est. Cost $14.78 Unrealized
Kellogg Co 0.0%
Value ($000) $28 Shares 400 Est. Cost $42.08 Unrealized +6.8%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $28 Shares 228 Est. Cost $109.82 Unrealized
XLV SPDR Health Care Sector ETF 0.0%
Value ($000) $28 Shares 341 Est. Cost $82.11 Unrealized
DG Dollar Gen Corp New Common 0.0%
Value ($000) $28 Shares 288 Est. Cost $76.55 Unrealized +13.8%
LUV Southwest Airlines 0.0%
Value ($000) $27 Shares 525 Est. Cost $38.60 Unrealized +23.8%
Express Scripts Holdings 0.0%
Value ($000) $27 Shares 348 Est. Cost $2472.35 Unrealized
FLR Fluor Corporation New 0.0%
Value ($000) $27 Shares 560 Est. Cost $45.83 Unrealized +8.4%
KR Kroger Co 0.0%
Value ($000) $27 Shares 952 Est. Cost $29.84 Unrealized -28.4%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $26 Shares 1,788 Est. Cost $7.17 Unrealized +81.4%
NSC Norfolk Southern Corp 0.0%
Value ($000) $26 Shares 171 Est. Cost $112.80 Unrealized +11.1%
Meredith Corp 0.0%
Value ($000) $26 Shares 500 Est. Cost $66.00 Unrealized
CCL Carnival Corp New F 0.0%
Value ($000) $26 Shares 450 Est. Cost $42.22 Unrealized +39.6%
MDT Medtronic PLC 0.0%
Value ($000) $25 Shares 295 Est. Cost $59.56 Unrealized +15.1%
EXC Exelon Corp 0.0%
Value ($000) $25 Shares 580 Est. Cost $15.94 Unrealized +37.8%
RJF Raymond James Financial Inc 0.0%
Value ($000) $23 Shares 253 Est. Cost $31.81 Unrealized +73.3%
TR Tootsie Roll Inds Inc 0.0%
Value ($000) $23 Shares 758 Est. Cost $25.53 Unrealized -1.2%
SFNC Simmons First Natl Corp Class A 0.0%
Value ($000) $23 Shares 780 Est. Cost $28.99 Unrealized +5.2%
XLP SPDR Consumer Staples Sector ETF 0.0%
Value ($000) $23 Shares 452 Est. Cost $50.88 Unrealized
FLEX Flextronics Intl Ltd Ord 0.0%
Value ($000) $22 Shares 1,530 Est. Cost $13.52 Unrealized -17.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $22 Shares 93 Est. Cost $180.37 Unrealized +10.0%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $22 Shares 100 Est. Cost $117.97 Unrealized +70.9%
HYG iShares IBOXX High Yield Corp Bond ETF 0.0%
Value ($000) $22 Shares 262 Est. Cost $31255.92 Unrealized
Unilever N V NY Shares 0.0%
Value ($000) $22 Shares 400 Est. Cost $41.76 Unrealized
Bunge Limited F 0.0%
Value ($000) $21 Shares 300 Est. Cost $88.33 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $21 Shares 305 Est. Cost $55.04 Unrealized +6.6%
AXP American Express 0.0%
Value ($000) $20 Shares 200 Est. Cost $60.98 Unrealized +45.3%
PPL PPL Corp 0.0%
Value ($000) $20 Shares 716 Est. Cost $20.25 Unrealized -2.6%
VTR Ventas Inc 0.0%
Value ($000) $20 Shares 350 Est. Cost $39.11 Unrealized -3.0%
WNC Wabash Natl Corp Common 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $17.53 Unrealized -1.9%
XLE SPDR Energy Sector ETF 0.0%
Value ($000) $19 Shares 250 Est. Cost $72.78 Unrealized
Kansas City Southern 0.0%
Value ($000) $19 Shares 175 Est. Cost $108.57 Unrealized
IYR iShares DJ US Real Estate Index ETF 0.0%
Value ($000) $19 Shares 235 Est. Cost $68970.56 Unrealized
CTAS Cintas Corp Common 0.0%
Value ($000) $19 Shares 102 Est. Cost $27.09 Unrealized +53.7%
MCHP Microchip Technology Inc 0.0%
Value ($000) $18 Shares 200 Est. Cost $22.11 Unrealized +81.8%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $18 Shares 180 Est. Cost $105588.89 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $18 Shares 213 Est. Cost $78.09 Unrealized
Blackstone Group LP 0.0%
Value ($000) $18 Shares 575 Est. Cost $33.04 Unrealized
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $17 Shares 253 Est. Cost $29.75 Unrealized +96.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $17 Shares 237 Est. Cost $60.23 Unrealized -12.5%
DUK Duke Energy Corp. 0.0%
Value ($000) $17 Shares 215 Est. Cost $54.74 Unrealized +3.1%
ROK Rockwell Automation 0.0%
Value ($000) $17 Shares 105 Est. Cost $93.86 Unrealized +60.7%
NDAQ NASDAQ Inc. 0.0%
Value ($000) $17 Shares 188 Est. Cost $13.68 Unrealized +95.4%
AGCO AGCO Corp 0.0%
Value ($000) $17 Shares 275 Est. Cost $43.68 Unrealized +19.7%
Invesco Bulletshares 2020 Corporate Bond Etf Invsc Crp Bnd 0.0%
Value ($000) $16 Shares 780 Est. Cost $20.51 Unrealized
L3 Technologies INC CORP COMMON 0.0%
Value ($000) $16 Shares 84 Est. Cost $202.38 Unrealized
MGA Magna Intl Inc 0.0%
Value ($000) $16 Shares 281 Est. Cost $42.84 Unrealized +14.2%
WU Western Union Co 0.0%
Value ($000) $16 Shares 779 Est. Cost $19.26 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $16 Shares 115 Est. Cost $105.11 Unrealized
NVS Novartis AG-ADR 0.0%
Value ($000) $15 Shares 200 Est. Cost $13001.02 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $15 Shares 225 Est. Cost $34.44 Unrealized +49.7%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $15 Shares 104 Est. Cost $136.87 Unrealized -10.5%
SUSA iShares MSCI USA EEG Select ETF 0.0%
Value ($000) $14 Shares 120 Est. Cost $79.17 Unrealized
SHYG iShares 0-5 Year High Yield Corp Bond ETF 0.0%
Value ($000) $14 Shares 297 Est. Cost $46.21 Unrealized
WRB WR Berkley Corp 0.0%
Value ($000) $14 Shares 195 Est. Cost $14.61 Unrealized +27.8%
TEVA Teva Pharmaceutical Inds Ltd 0.0%
Value ($000) $14 Shares 574 Est. Cost $19.16 Unrealized
FE First Energy Corp 0.0%
Value ($000) $13 Shares 353 Est. Cost $21.37 Unrealized +17.6%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $13 Shares 202 Est. Cost $39.66 Unrealized +53.8%
KSS Kohls Corp 0.0%
Value ($000) $13 Shares 178 Est. Cost $69.43 Unrealized -4.0%
HP Helmerich & Payne Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.43 Unrealized +4.0%
AFL Aflac Inc 0.0%
Value ($000) $13 Shares 300 Est. Cost $36.04 Unrealized +4.2%
DXC DXC Technology Common 0.0%
Value ($000) $12 Shares 154 Est. Cost $64.96 Unrealized +26.4%
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $2568.83 Unrealized
SHG Shinhan Financial Group CO Ltd ADR 0.0%
Value ($000) $12 Shares 321 Est. Cost $46.73 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $11 Shares 100 Est. Cost $104.38 Unrealized -2.0%
Vectren Corp 0.0%
Value ($000) $11 Shares 147 Est. Cost $40.12 Unrealized
CNDT Conduent Inc 0.0%
Value ($000) $11 Shares 600 Est. Cost $15.65 Unrealized +23.4%
Annaly Capital Management Inc 0.0%
Value ($000) $11 Shares 1,062 Est. Cost $12.24 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $110.00 Unrealized
TMO Thermo Fisher Corp 0.0%
Value ($000) $10 Shares 50 Est. Cost $132.76 Unrealized +56.7%
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $10 Shares 44 Est. Cost $160.00 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $10 Shares 180 Est. Cost $45.80 Unrealized +0.2%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $9 Shares 37 Est. Cost $186.06 Unrealized +14.0%
HMC Honda Motor Co Ltd ADR F 0.0%
Value ($000) $9 Shares 303 Est. Cost $33.00 Unrealized
IMKTA Ingles Markets INC 0.0%
Value ($000) $9 Shares 283 Est. Cost $24.47 Unrealized +16.8%
MS Morgan Stanley 0.0%
Value ($000) $8 Shares 162 Est. Cost $39.73 Unrealized +4.3%
Celestica Inc. Sub VTG 0.0%
Value ($000) $8 Shares 705 Est. Cost $9.93 Unrealized
KLAC KLA-Tencor Corp 0.0%
Value ($000) $8 Shares 80 Est. Cost $70.02 Unrealized +38.6%
MAT Mattel Inc 0.0%
Value ($000) $8 Shares 500 Est. Cost $26.53 Unrealized -42.8%
HOG Harley Davidson Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $58.33 Unrealized -27.7%
ROBO ROBO Global ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.00 Unrealized
Jacobs Engineering Group 0.0%
Value ($000) $8 Shares 125 Est. Cost $40.00 Unrealized
GWW WW Grainger Inc 0.0%
Value ($000) $8 Shares 25 Est. Cost $269.51 Unrealized 0.0%
SWX Southwest Gas Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $59.06 Unrealized +23.6%
ROST Ross Stores Inc 0.0%
Value ($000) $8 Shares 99 Est. Cost $44.88 Unrealized +68.1%
SBUX Starbucks Corporation 0.0%
Value ($000) $8 Shares 163 Est. Cost $44.43 Unrealized +8.2%
CB Chubb Limited 0.0%
Value ($000) $7 Shares 59 Est. Cost $105.30 Unrealized +10.6%
Domtar Corp COMMON 0.0%
Value ($000) $7 Shares 138 Est. Cost $50.72 Unrealized
PH Parker Hannifin 0.0%
Value ($000) $7 Shares 45 Est. Cost $85.95 Unrealized +76.8%
ITT ITT Inc. 0.0%
Value ($000) $7 Shares 132 Est. Cost $35.86 Unrealized +45.5%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $7 Shares 59 Est. Cost $112.52 Unrealized
Cooper Tire & Rubber CO 0.0%
Value ($000) $7 Shares 278 Est. Cost $35.97 Unrealized
Noble Energy Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $50.00 Unrealized
MOS Mosaic Co New 0.0%
Value ($000) $7 Shares 250 Est. Cost $36.67 Unrealized -34.8%
ENR Energizer Holdings Inc 0.0%
Value ($000) $7 Shares 110 Est. Cost $34.40 Unrealized +30.7%
BIIB Biogen Idec Inc 0.0%
Value ($000) $7 Shares 25 Est. Cost $281.15 Unrealized 0.0%
KBS Strategic Opportunity REIT NSA 0.0%
Value ($000) $6 Shares 543 Est. Cost $11.17 Unrealized
Hancock John Premium Dividend CEF 0.0%
Value ($000) $6 Shares 389 Est. Cost $17.99 Unrealized
Apartment Invt & Mgmt Co - A REIT 0.0%
Value ($000) $6 Shares 138 Est. Cost $36.23 Unrealized
Viacom Inc Cl B 0.0%
Value ($000) $6 Shares 196 Est. Cost $65.56 Unrealized
TSCO Tractor Supply Company 0.0%
Value ($000) $5 Shares 65 Est. Cost $12.36 Unrealized 0.0%
SFIX Stitch Fix Inc. A 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.65 Unrealized +4.6%
Bemis Co Inc 0.0%
Value ($000) $5 Shares 125 Est. Cost $46.44 Unrealized
PEJ Invesco Dynamic Leisure & Entertainment Etf Invsc Entertnmnt 0.0%
Value ($000) $5 Shares 97 Est. Cost $51.55 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $5 Shares 35 Est. Cost $82.31 Unrealized +48.9%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5 Shares 337 Est. Cost $9.33 Unrealized +13.7%
Potbelly Corp Common 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.50 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $5 Shares 111 Est. Cost $64.05 Unrealized -29.6%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.25 Unrealized
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $4 Shares 295 Est. Cost $6.33 Unrealized +21.1%
CVS CVS Corporation 0.0%
Value ($000) $4 Shares 56 Est. Cost $51.69 Unrealized 0.0%
Chesapeake Energy Corp 0.0%
Value ($000) $4 Shares 705 Est. Cost $4.26 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $4 Shares 95 Est. Cost $44.24 Unrealized -37.6%
NAVI Navient Corp COMMON 0.0%
Value ($000) $4 Shares 326 Est. Cost $12.63 Unrealized +7.8%
Micro Focus Intl Plc Sponsored ADR New 0.0%
Value ($000) $4 Shares 244 Est. Cost $32.79 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $1.68 Unrealized +133.0%
Fiat Chrysler Automobiles Nv 0.0%
Value ($000) $4 Shares 208 Est. Cost $19.23 Unrealized
FTS Fortis INC CORP COMMON 0.0%
Value ($000) $4 Shares 131 Est. Cost $24.42 Unrealized 0.0%
GD General Dynamics Corp 0.0%
Value ($000) $4 Shares 19 Est. Cost $161.99 Unrealized +6.2%
ECL Ecolab Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $95.34 Unrealized +39.4%
iShares iBonds 09-2020 Muni ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.53 Unrealized
iShares iBonds 09-2019 Muni ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $1929.93 Unrealized
iShares iBonds 12-2021 Muni ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.83 Unrealized
Franklin Limited Duration Income Trust Ltd Dur Cf 0.0%
Value ($000) $3 Shares 240 Est. Cost $12.50 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $3 Shares 127 Est. Cost $15.75 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $67.51 Unrealized +21.3%
Harris Corp 0.0%
Value ($000) $3 Shares 21 Est. Cost $95.24 Unrealized
CARS Cars.com INC CORP COMMON 0.0%
Value ($000) $3 Shares 90 Est. Cost $25.87 Unrealized +6.3%
IBN Icici Bank Ltd ADR 0.0%
Value ($000) $3 Shares 359 Est. Cost $8.36 Unrealized
TGNA Tegna INC CORP COMMON 0.0%
Value ($000) $3 Shares 272 Est. Cost $13.08 Unrealized -17.1%
SNY Sanofi ADR 0.0%
Value ($000) $3 Shares 67 Est. Cost $7304.55 Unrealized
XZFGX Virtus Total Retrun Fd. Inc. 0.0%
Value ($000) $2 Shares 201 Est. Cost $14.93 Unrealized
SKY Skyline Corp 0.0%
Value ($000) $2 Shares 55 Est. Cost $11.00 Unrealized +161.5%
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $43.29 Unrealized
FDS Factset Resh Sys Inc Common 0.0%
Value ($000) $2 Shares 10 Est. Cost $149.80 Unrealized +23.7%
iShares iBonds 12-2022 Muni ETF 0.0%
Value ($000) $2 Shares 80 Est. Cost $26.16 Unrealized
PII Polaris Industries Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $85.76 Unrealized +36.4%
Perspecta INC CORP COMMON 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.97 Unrealized
ING Ing Groep N V Sponsored ADR 0.0%
Value ($000) $2 Shares 131 Est. Cost $15.27 Unrealized
California Res Corp Common New 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized +85.4%
iShares iBonds 12-2020 ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $25.71 Unrealized
KBS Legacy Partners Apartment REIT Inc USA 0.0%
Value ($000) $1 Shares 6,112 Est. Cost $10.96 Unrealized
iShares iBonds 12-2021ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $24.05 Unrealized
iShares iBonds 12-2022 ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $25.48 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $1 Shares 6 Est. Cost $26.14 Unrealized +14.3%
iShares iBonds 12-2019 ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $25.12 Unrealized
Arconic Inc Common 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
Supervalu INC CORP COMMON 0.0%
Value ($000) $1 Shares 47 Est. Cost $21.28 Unrealized
Eaton Vance Corp 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized