Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 22, 2019

Total Value ($000): $179,717 (100.0% shares, 0.0% debt)

Holdings (320)

IYG iShares Financial Services ETF 4.6%
Value ($000) $8,332 Shares 74,210 Est. Cost $112.28 Unrealized
XLF SPDR Financial Sector ETF 4.6%
Value ($000) $8,326 Shares 349,523 Est. Cost $23.82 Unrealized
AMZN Amazon.com Inc 4.4%
Value ($000) $7,857 Shares 5,231 Est. Cost $45.41 Unrealized +83.1%
AMT American Tower REIT 3.7%
Value ($000) $6,725 Shares 42,512 Est. Cost $96.47 Unrealized +34.2%
MSFT Microsoft 3.2%
Value ($000) $5,664 Shares 55,762 Est. Cost $79.53 Unrealized +25.7%
AAPL Apple Inc 3.1%
Value ($000) $5,619 Shares 35,623 Est. Cost $28.30 Unrealized +62.6%
BA Boeing 2.9%
Value ($000) $5,300 Shares 16,433 Est. Cost $308.97 Unrealized +8.4%
GOOGL Alphabet Inc - A 2.8%
Value ($000) $5,077 Shares 4,859 Est. Cost $40.25 Unrealized +33.3%
HD Home Depot Inc 2.8%
Value ($000) $5,059 Shares 29,442 Est. Cost $103.91 Unrealized +44.7%
AMGN Amgen Inc 2.7%
Value ($000) $4,912 Shares 25,235 Est. Cost $144.29 Unrealized +8.7%
V Visa Inc Class A 2.7%
Value ($000) $4,779 Shares 36,220 Est. Cost $122.58 Unrealized +7.2%
VZ Verizon Communications 2.6%
Value ($000) $4,640 Shares 82,531 Est. Cost $38.43 Unrealized +0.5%
EMN Eastman Chemical Co 2.6%
Value ($000) $4,614 Shares 63,106 Est. Cost $61.16 Unrealized +1.0%
Nordstrom 2.5%
Value ($000) $4,567 Shares 97,984 Est. Cost $49.75 Unrealized
PFE Pfizer 2.5%
Value ($000) $4,472 Shares 102,458 Est. Cost $28.97 Unrealized +3.7%
BMY Bristol-Myers Squibb 2.5%
Value ($000) $4,463 Shares 85,853 Est. Cost $41.11 Unrealized -0.3%
Foot Locker Inc 2.5%
Value ($000) $4,412 Shares 82,924 Est. Cost $47.14 Unrealized
BBY Best Buy Co Inc 2.4%
Value ($000) $4,314 Shares 81,455 Est. Cost $54.37 Unrealized -8.7%
MU Micron Technology Inc 2.3%
Value ($000) $4,104 Shares 129,334 Est. Cost $48.19 Unrealized -23.2%
CRM Salesforce.com Inc 2.3%
Value ($000) $4,098 Shares 29,918 Est. Cost $126.90 Unrealized +7.1%
PSX Phillips 66 2.3%
Value ($000) $4,091 Shares 47,486 Est. Cost $71.85 Unrealized +2.0%
LMT Lockheed Martin Corp 2.2%
Value ($000) $3,992 Shares 15,245 Est. Cost $249.55 Unrealized +0.2%
JPM JPMorgan Chase & Co 1.9%
Value ($000) $3,495 Shares 35,801 Est. Cost $49.80 Unrealized +75.8%
IVV iShares Core S&P 500 ETF 1.9%
Value ($000) $3,378 Shares 13,425 Est. Cost $3188.38 Unrealized
MPC Marathon Pete Corp 1.9%
Value ($000) $3,354 Shares 56,837 Est. Cost $60.02 Unrealized -9.6%
NUE Nucor Corp 1.8%
Value ($000) $3,271 Shares 63,125 Est. Cost $42.57 Unrealized +19.1%
Cerner Corp 1.8%
Value ($000) $3,261 Shares 62,179 Est. Cost $60.01 Unrealized
URI United Rentals Inc 1.8%
Value ($000) $3,191 Shares 31,123 Est. Cost $168.12 Unrealized -30.6%
Celgene Corp 1.7%
Value ($000) $3,101 Shares 48,388 Est. Cost $64.16 Unrealized
BRK/B Berkshire Hathaway Class B 0.9%
Value ($000) $1,666 Shares 8,159 Est. Cost $156.38 Unrealized +33.6%
IJR iShares Core S&P Small-Cap ETF 0.9%
Value ($000) $1,655 Shares 23,877 Est. Cost $17817.97 Unrealized
EFAV iShares MSCI Min Vol EAFE ETF 0.9%
Value ($000) $1,589 Shares 23,835 Est. Cost $66.67 Unrealized
JKHY Jack Henry & Assoc Inc 0.9%
Value ($000) $1,568 Shares 12,392 Est. Cost $57.27 Unrealized +127.7%
EFA iShares MSCI EAFE Index ETF 0.8%
Value ($000) $1,450 Shares 24,660 Est. Cost $58.80 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.8%
Value ($000) $1,373 Shares 37,006 Est. Cost $3863.09 Unrealized
VUG Vanguard Growth Index ETF 0.7%
Value ($000) $1,227 Shares 9,134 Est. Cost $120.77 Unrealized
CSCO Cisco Systems 0.6%
Value ($000) $1,133 Shares 26,145 Est. Cost $21.58 Unrealized +71.0%
JNJ Johnson & Johnson 0.6%
Value ($000) $1,115 Shares 8,642 Est. Cost $82.19 Unrealized +38.9%
VTV Vanguard Value ETF 0.6%
Value ($000) $1,001 Shares 10,217 Est. Cost $92.07 Unrealized
LARK Landmark Bancshares 0.5%
Value ($000) $973 Shares 41,948 Est. Cost $17.95 Unrealized +9.5%
MUB iShares National Muni Bond ETF 0.5%
Value ($000) $951 Shares 8,725 Est. Cost $108.96 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $814 Shares 11,935 Est. Cost $55.28 Unrealized +2.0%
INTC Intel Corp 0.4%
Value ($000) $780 Shares 16,625 Est. Cost $25.83 Unrealized +55.6%
VIG Vanguard Dividend Appreciation Index ETF 0.4%
Value ($000) $760 Shares 7,760 Est. Cost $79.84 Unrealized
PEP Pepsico Inc 0.4%
Value ($000) $709 Shares 6,414 Est. Cost $72.21 Unrealized +25.6%
AGG iShares Core Total U.S. Bond Market ETF 0.4%
Value ($000) $705 Shares 6,619 Est. Cost $178.50 Unrealized
FBL Financial Group Inc A 0.4%
Value ($000) $657 Shares 10,000 Est. Cost $61.50 Unrealized
BRK/A Berkshire Hathaway Class A 0.3%
Value ($000) $612 Shares 2 Est. Cost $230816.08 Unrealized +35.6%
CVX Chevron Corp 0.3%
Value ($000) $607 Shares 5,576 Est. Cost $74.30 Unrealized +14.1%
DE Deere & Co 0.3%
Value ($000) $572 Shares 3,835 Est. Cost $75.27 Unrealized +75.1%
CAT Caterpillar Inc 0.3%
Value ($000) $569 Shares 4,475 Est. Cost $61.25 Unrealized +82.1%
EVRG Evergy INC CORP COMMON 0.3%
Value ($000) $567 Shares 9,990 Est. Cost $40.03 Unrealized +9.8%
HDV iShares Core High Dividend ETF 0.3%
Value ($000) $552 Shares 6,546 Est. Cost $72.57 Unrealized
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.3%
Value ($000) $551 Shares 11,691 Est. Cost $56.88 Unrealized
MRK Merck & Co Inc 0.3%
Value ($000) $479 Shares 6,266 Est. Cost $47.87 Unrealized +18.0%
VTI Vanguard US Total Stock Market ETF 0.2%
Value ($000) $434 Shares 3,397 Est. Cost $16479.63 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $384 Shares 10,069 Est. Cost $5286.25 Unrealized
VO Vanguard Mid-Cap ETF 0.2%
Value ($000) $381 Shares 2,758 Est. Cost $154.69 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $372 Shares 3,991 Est. Cost $20.81 Unrealized +38.2%
Dowdupont Inc Common 0.2%
Value ($000) $340 Shares 6,351 Est. Cost $70.41 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $337 Shares 3,651 Est. Cost $46.18 Unrealized +40.3%
IWO iShares Russell 2000 Growth Index ETF 0.2%
Value ($000) $318 Shares 1,892 Est. Cost $192.80 Unrealized
IBM IBM Corporation 0.2%
Value ($000) $309 Shares 2,718 Est. Cost $96.12 Unrealized -8.5%
UNP Union Pacific 0.2%
Value ($000) $308 Shares 2,230 Est. Cost $91.34 Unrealized +38.4%
MMM 3M Company 0.2%
Value ($000) $305 Shares 1,600 Est. Cost $105.66 Unrealized +21.4%
Patterson Companies 0.2%
Value ($000) $303 Shares 15,400 Est. Cost $25.44 Unrealized
Blackrock Inc 0.2%
Value ($000) $279 Shares 709 Est. Cost $5258.77 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $264 Shares 2,085 Est. Cost $74.65 Unrealized +48.0%
KO Coca Cola Company 0.1%
Value ($000) $262 Shares 5,527 Est. Cost $30.41 Unrealized +26.3%
USB US Bancorp New 0.1%
Value ($000) $260 Shares 5,694 Est. Cost $29.81 Unrealized +28.4%
BAC Bank Of America 0.1%
Value ($000) $258 Shares 10,471 Est. Cost $17.50 Unrealized +30.3%
COP Conocophillips 0.1%
Value ($000) $235 Shares 3,774 Est. Cost $45.85 Unrealized +16.5%
XLRE SPDR Real Estate ETF 0.1%
Value ($000) $234 Shares 7,564 Est. Cost $30.94 Unrealized
ABT Abbott Labs Common 0.1%
Value ($000) $232 Shares 3,208 Est. Cost $34.53 Unrealized +80.0%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $231 Shares 1,393 Est. Cost $7441.41 Unrealized
MDY SPDR S&P MidCap 400 Index ETF 0.1%
Value ($000) $225 Shares 745 Est. Cost $262.64 Unrealized
BND Vanguard Total Bond Index ETF 0.1%
Value ($000) $217 Shares 2,735 Est. Cost $81.56 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.1%
Value ($000) $206 Shares 3,983 Est. Cost $64.41 Unrealized
ADM Archer-Daniels-Midland 0.1%
Value ($000) $192 Shares 4,692 Est. Cost $33.73 Unrealized +11.8%
HON Honeywell International 0.1%
Value ($000) $184 Shares 1,391 Est. Cost $98.42 Unrealized +19.6%
TXN Texas Instruments 0.1%
Value ($000) $180 Shares 1,900 Est. Cost $64.34 Unrealized +23.0%
CMCSA Comcast Corp Class A 0.1%
Value ($000) $173 Shares 5,092 Est. Cost $27.44 Unrealized +10.9%
ADP Automatic Data Processing 0.1%
Value ($000) $168 Shares 1,282 Est. Cost $78.72 Unrealized +53.9%
SPY SPDR S&P 500 Index ETF 0.1%
Value ($000) $168 Shares 672 Est. Cost $20781.33 Unrealized
GOOG Alphabet Inc - C 0.1%
Value ($000) $163 Shares 157 Est. Cost $52.86 Unrealized +0.5%
MCD McDonald's Corp 0.1%
Value ($000) $158 Shares 891 Est. Cost $89.60 Unrealized +67.5%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $156 Shares 1,368 Est. Cost $86.16 Unrealized +0.3%
OKE Oneok Inc New 0.1%
Value ($000) $149 Shares 2,754 Est. Cost $34.11 Unrealized +15.2%
BSX Boston Scientific Corp 0.1%
Value ($000) $141 Shares 4,000 Est. Cost $27.58 Unrealized +31.5%
SPGI S&P Global Inc 0.1%
Value ($000) $136 Shares 800 Est. Cost $96.34 Unrealized +74.8%
CBSH Commerce Bancshares Inc 0.1%
Value ($000) $134 Shares 2,371 Est. Cost $33.62 Unrealized +24.2%
LLY Eli Lilly & Co 0.1%
Value ($000) $132 Shares 1,138 Est. Cost $62.52 Unrealized +62.1%
ELV Anthem Inc. 0.1%
Value ($000) $131 Shares 500 Est. Cost $191.44 Unrealized +30.7%
PG Procter & Gamble Co 0.1%
Value ($000) $123 Shares 1,333 Est. Cost $61.49 Unrealized +21.6%
SO Southern Company Inc 0.1%
Value ($000) $122 Shares 2,789 Est. Cost $30.72 Unrealized +11.5%
XLK SPDR Technology Sector ETF 0.1%
Value ($000) $120 Shares 1,937 Est. Cost $44.33 Unrealized
T AT&T Inc 0.1%
Value ($000) $117 Shares 4,097 Est. Cost $14.70 Unrealized -4.6%
PRU Prudential Financial 0.1%
Value ($000) $114 Shares 1,400 Est. Cost $51.06 Unrealized +26.7%
UPS United Parcel Service 0.1%
Value ($000) $112 Shares 1,150 Est. Cost $69.90 Unrealized +17.4%
CAG Conagra 0.1%
Value ($000) $112 Shares 5,261 Est. Cost $22.50 Unrealized +8.1%
NEE Nextera Energy Inc 0.1%
Value ($000) $111 Shares 640 Est. Cost $22.18 Unrealized +65.3%
KBSR KBS REIT III 0.1%
Value ($000) $106 Shares 9,065 Est. Cost $10.85 Unrealized
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $106 Shares 804 Est. Cost $131.84 Unrealized
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $104 Shares 3,000 Est. Cost $44.67 Unrealized
American Finance Trust Inc CL A 0.1%
Value ($000) $103 Shares 7,726 Est. Cost $13.33 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $103 Shares 938 Est. Cost $113.69 Unrealized
CATH Global X S&P 500 Catholic Values ETF 0.1%
Value ($000) $99 Shares 3,268 Est. Cost $36.09 Unrealized
IWM iShares Russell 2000 Index ETF 0.1%
Value ($000) $97 Shares 724 Est. Cost $168.69 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $96 Shares 1,156 Est. Cost $1920.68 Unrealized
MA Mastercard Inc Class A 0.1%
Value ($000) $95 Shares 504 Est. Cost $84.50 Unrealized +125.9%
United Technologies Corp 0.1%
Value ($000) $93 Shares 872 Est. Cost $3850.94 Unrealized
BNDX Vanguard Total Intl Bond Index ETF 0.1%
Value ($000) $93 Shares 1,715 Est. Cost $54.69 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $90 Shares 1,350 Est. Cost $48.28 Unrealized +18.7%
Anadarko Petroleum Corp 0.1%
Value ($000) $90 Shares 2,046 Est. Cost $66.57 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $88 Shares 1,902 Est. Cost $39.54 Unrealized +6.3%
DIS Walt Disney Company 0.0%
Value ($000) $86 Shares 782 Est. Cost $100.82 Unrealized +8.2%
iShares iBonds 12-2021ETF 0.0%
Value ($000) $85 Shares 3,477 Est. Cost $24.45 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $85 Shares 955 Est. Cost $73.45 Unrealized +8.5%
iShares iBonds 12-2023 ETF 0.0%
Value ($000) $85 Shares 3,497 Est. Cost $24.31 Unrealized
iShares iBonds 12-2022 ETF 0.0%
Value ($000) $84 Shares 3,485 Est. Cost $24.10 Unrealized
SCI Service Corp International 0.0%
Value ($000) $83 Shares 2,050 Est. Cost $24.32 Unrealized +78.6%
CLX Clorox Company 0.0%
Value ($000) $81 Shares 525 Est. Cost $80.19 Unrealized +57.8%
NKE Nike Inc Cl B 0.0%
Value ($000) $79 Shares 1,060 Est. Cost $48.52 Unrealized +40.5%
IWF iShares Russell 1000 Growth Index ETF 0.0%
Value ($000) $77 Shares 592 Est. Cost $107.41 Unrealized
Raytheon Company 0.0%
Value ($000) $77 Shares 500 Est. Cost $185.98 Unrealized
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.0%
Value ($000) $75 Shares 665 Est. Cost $120.32 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $74 Shares 1,505 Est. Cost $30.16 Unrealized +9.8%
ALK Alaska Air Group Inc 0.0%
Value ($000) $73 Shares 1,200 Est. Cost $73.89 Unrealized -15.1%
IWP iShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $72 Shares 629 Est. Cost $97.44 Unrealized
CDK Global Inc Common 0.0%
Value ($000) $72 Shares 1,499 Est. Cost $49.19 Unrealized
IWS iShares Russell MidCap Value Index ETF 0.0%
Value ($000) $72 Shares 937 Est. Cost $78.97 Unrealized
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $70 Shares 1,019 Est. Cost $79.64 Unrealized
GLW Corning Inc 0.0%
Value ($000) $68 Shares 2,245 Est. Cost $20.64 Unrealized +26.8%
ORCL Oracle Systems Corp 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $36.94 Unrealized +16.8%
IDA Idacorp Inc 0.0%
Value ($000) $65 Shares 700 Est. Cost $59.55 Unrealized +64.0%
XLY SPDR Consumer Discretionary Sector ETF 0.0%
Value ($000) $64 Shares 646 Est. Cost $98.68 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $64 Shares 831 Est. Cost $98.68 Unrealized
General Electric 0.0%
Value ($000) $62 Shares 8,253 Est. Cost $18.98 Unrealized
Royal Dutch Shell B 0.0%
Value ($000) $60 Shares 996 Est. Cost $60.24 Unrealized
META Facebook Inc Class A 0.0%
Value ($000) $60 Shares 459 Est. Cost $132.99 Unrealized +8.2%
ALL Allstate Corp 0.0%
Value ($000) $59 Shares 719 Est. Cost $57.91 Unrealized +31.1%
WELL Welltower Inc 0.0%
Value ($000) $59 Shares 850 Est. Cost $48.83 Unrealized +10.8%
HPQ Hp Inc Common 0.0%
Value ($000) $59 Shares 2,901 Est. Cost $12.51 Unrealized +45.8%
GS Goldman Sachs Grp Inc 0.0%
Value ($000) $57 Shares 342 Est. Cost $175.28 Unrealized -2.5%
XRT SPDR S&P Retail Index ETF 0.0%
Value ($000) $55 Shares 1,352 Est. Cost $40.68 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $55 Shares 500 Est. Cost $204.26 Unrealized -42.2%
TSN Tyson Foods Cl A 0.0%
Value ($000) $51 Shares 960 Est. Cost $31.83 Unrealized +50.9%
CB Chubb Limited 0.0%
Value ($000) $51 Shares 396 Est. Cost $113.13 Unrealized +1.2%
OXY Occidental Petroleum 0.0%
Value ($000) $50 Shares 808 Est. Cost $55.64 Unrealized +7.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $49 Shares 200 Est. Cost $137.50 Unrealized +78.5%
DVY iShares DJ Select Dividend Index ETF 0.0%
Value ($000) $48 Shares 538 Est. Cost $89.22 Unrealized
HMS Income Fund, Inc. 0.0%
Value ($000) $42 Shares 5,128 Est. Cost $7.80 Unrealized
FS Global Credit Opportuniteis Cl A 0.0%
Value ($000) $42 Shares 5,317 Est. Cost $7.71 Unrealized
Corporate Capital Trust, Inc. 0.0%
Value ($000) $40 Shares 4,545 Est. Cost $8.80 Unrealized
BANF Bancfirst Corp 0.0%
Value ($000) $40 Shares 800 Est. Cost $33.51 Unrealized +42.7%
C Citigroup Inc 0.0%
Value ($000) $39 Shares 749 Est. Cost $56.47 Unrealized -12.6%
OGE OGE Energy Corp 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $33.53 Unrealized +14.5%
TMP Tompkins Financial Corp 0.0%
Value ($000) $38 Shares 500 Est. Cost $64.73 Unrealized -7.7%
CSX CSX Corp 0.0%
Value ($000) $38 Shares 619 Est. Cost $8.82 Unrealized +136.8%
MPLX MPLX LP 0.0%
Value ($000) $37 Shares 1,235 Est. Cost $33.20 Unrealized
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $36 Shares 1,815 Est. Cost $31.11 Unrealized
GM General Motors Co. 0.0%
Value ($000) $36 Shares 1,072 Est. Cost $37.86 Unrealized -17.3%
FDX FedEx Corporation 0.0%
Value ($000) $35 Shares 220 Est. Cost $153.01 Unrealized +21.5%
Altaba Inc Common 0.0%
Value ($000) $35 Shares 600 Est. Cost $70.00 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $34 Shares 1,064 Est. Cost $48.27 Unrealized -29.1%
INGR Ingredion Inc 0.0%
Value ($000) $34 Shares 370 Est. Cost $131.99 Unrealized -24.2%
HRL Hormel Foods Corp 0.0%
Value ($000) $34 Shares 800 Est. Cost $27.38 Unrealized +30.3%
TRV Travelers Co Inc 0.0%
Value ($000) $34 Shares 283 Est. Cost $98.44 Unrealized +8.9%
LFUS Littelfuse Inc 0.0%
Value ($000) $34 Shares 200 Est. Cost $97.71 Unrealized +82.6%
TSLA Tesla Motors Inc 0.0%
Value ($000) $33 Shares 100 Est. Cost $15.15 Unrealized +42.0%
NTRS Northern Trust Company 0.0%
Value ($000) $33 Shares 400 Est. Cost $60.19 Unrealized +25.1%
iShares iBonds 12-2022 Muni ETF 0.0%
Value ($000) $33 Shares 1,303 Est. Cost $25.38 Unrealized
iShares iBonds 12-2021 Muni ETF 0.0%
Value ($000) $33 Shares 1,307 Est. Cost $25.32 Unrealized
DBC Invesco DB Commodity Index Tracking Fund ETF 0.0%
Value ($000) $33 Shares 2,304 Est. Cost $17.67 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $33 Shares 850 Est. Cost $38.82 Unrealized
LOW Lowes Companies Inc 0.0%
Value ($000) $32 Shares 350 Est. Cost $64.21 Unrealized +31.8%
Calamos Strategic Total Return CEF 0.0%
Value ($000) $32 Shares 3,017 Est. Cost $10.28 Unrealized
IBB iShares Nasdaq Biotech ETF 0.0%
Value ($000) $32 Shares 328 Est. Cost $97.56 Unrealized
ITA iShares Aerospace & Defense ETF 0.0%
Value ($000) $32 Shares 187 Est. Cost $171.12 Unrealized
DG Dollar Gen Corp New Common 0.0%
Value ($000) $31 Shares 288 Est. Cost $76.55 Unrealized +28.8%
IHE Ishares Tr US Pharmaceuticals Etf 0.0%
Value ($000) $30 Shares 212 Est. Cost $141.51 Unrealized
iShares iBonds Muni 12-2023 ETF 0.0%
Value ($000) $30 Shares 1,188 Est. Cost $25.25 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $28 Shares 105 Est. Cost $9.61 Unrealized +211.5%
NHHS Northstar HealthCare Income, Inc 0.0%
Value ($000) $28 Shares 3,610 Est. Cost $8.99 Unrealized
CRAK Vaneck Vectors Oil Refiners ETF 0.0%
Value ($000) $27 Shares 1,020 Est. Cost $26.47 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $27 Shares 349 Est. Cost $80.26 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $27 Shares 255 Est. Cost $112.11 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $27 Shares 295 Est. Cost $60.37 Unrealized +27.8%
CBS Corp Cl B 0.0%
Value ($000) $26 Shares 596 Est. Cost $60.37 Unrealized
WMB Williams Companies 0.0%
Value ($000) $26 Shares 1,165 Est. Cost $19.23 Unrealized -12.9%
EXC Exelon Corp 0.0%
Value ($000) $26 Shares 580 Est. Cost $15.94 Unrealized +56.4%
KR Kroger Co 0.0%
Value ($000) $26 Shares 952 Est. Cost $29.84 Unrealized -16.6%
Meredith Corp 0.0%
Value ($000) $26 Shares 500 Est. Cost $66.00 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $25 Shares 339 Est. Cost $59.68 Unrealized +9.9%
CL Colgate-Palmolive 0.0%
Value ($000) $24 Shares 400 Est. Cost $53.93 Unrealized -1.9%
LUV Southwest Airlines 0.0%
Value ($000) $24 Shares 525 Est. Cost $38.60 Unrealized +25.6%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $24 Shares 1,788 Est. Cost $7.17 Unrealized +66.2%
Adams Diversified Equity Fund Inc Cf 0.0%
Value ($000) $24 Shares 1,894 Est. Cost $14.78 Unrealized
Kellogg Co 0.0%
Value ($000) $23 Shares 400 Est. Cost $42.08 Unrealized +10.3%
Invesco Bulletshares 2022 Corporate Bond Etf Invsc Crp Bnd 0.0%
Value ($000) $23 Shares 1,125 Est. Cost $20.72 Unrealized
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $23 Shares 524 Est. Cost $43.89 Unrealized
CCL Carnival Corp New F 0.0%
Value ($000) $22 Shares 450 Est. Cost $42.22 Unrealized +28.1%
HYG iShares IBOXX High Yield Corp Bond ETF 0.0%
Value ($000) $22 Shares 276 Est. Cost $79.71 Unrealized
Unilever N V NY Shares 0.0%
Value ($000) $22 Shares 400 Est. Cost $41.76 Unrealized
TXT Textron Inc 0.0%
Value ($000) $22 Shares 483 Est. Cost $53.87 Unrealized +3.3%
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $21 Shares 991 Est. Cost $39.35 Unrealized
HSY Hershey Co 0.0%
Value ($000) $21 Shares 200 Est. Cost $74.07 Unrealized +21.5%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $21 Shares 200 Est. Cost $108.16 Unrealized -1.9%
WY Weyerhaeuser Co 0.0%
Value ($000) $21 Shares 952 Est. Cost $22.30 Unrealized -9.8%
BDX Becton Dickinson & Co 0.0%
Value ($000) $21 Shares 93 Est. Cost $180.37 Unrealized +15.4%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $20 Shares 82 Est. Cost $210.53 Unrealized +11.6%
ENB Enbridge Inc 0.0%
Value ($000) $19 Shares 608 Est. Cost $22.08 Unrealized -8.3%
DUK Duke Energy Corp. 0.0%
Value ($000) $19 Shares 215 Est. Cost $54.74 Unrealized +16.7%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $19 Shares 253 Est. Cost $29.75 Unrealized +131.0%
SFNC Simmons First Natl Corp Class A 0.0%
Value ($000) $19 Shares 780 Est. Cost $28.99 Unrealized -7.2%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $19 Shares 180 Est. Cost $105588.89 Unrealized
AXP American Express 0.0%
Value ($000) $19 Shares 200 Est. Cost $60.98 Unrealized +55.8%
AEP American Electrical Power Inc 0.0%
Value ($000) $19 Shares 250 Est. Cost $46.37 Unrealized +25.9%
RJF Raymond James Financial Inc 0.0%
Value ($000) $19 Shares 253 Est. Cost $31.81 Unrealized +49.7%
PNC PNC Financial Services 0.0%
Value ($000) $18 Shares 155 Est. Cost $109.48 Unrealized -9.6%
XLB SPDR Materials Sector ETF 0.0%
Value ($000) $18 Shares 359 Est. Cost $50.14 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $18 Shares 121 Est. Cost $112.80 Unrealized +26.2%
XLC SPDR Communication Services ETF 0.0%
Value ($000) $18 Shares 430 Est. Cost $41.86 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $18 Shares 305 Est. Cost $55.04 Unrealized +3.6%
IYR iShares DJ US Real Estate Index ETF 0.0%
Value ($000) $18 Shares 235 Est. Cost $68970.56 Unrealized
Blackstone Group LP 0.0%
Value ($000) $17 Shares 575 Est. Cost $33.04 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $17 Shares 639 Est. Cost $35.79 Unrealized -18.6%
CTAS Cintas Corp Common 0.0%
Value ($000) $17 Shares 102 Est. Cost $27.09 Unrealized +53.6%
NVS Novartis AG-ADR 0.0%
Value ($000) $17 Shares 200 Est. Cost $13001.02 Unrealized
VFC VF Corp 0.0%
Value ($000) $17 Shares 235 Est. Cost $67.48 Unrealized +13.4%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $17 Shares 100 Est. Cost $117.97 Unrealized +42.9%
TSM Taiwan Semiconductor 0.0%
Value ($000) $16 Shares 425 Est. Cost $37.65 Unrealized
OGS One Gas Inc. 0.0%
Value ($000) $16 Shares 196 Est. Cost $82.46 Unrealized 0.0%
iShares Healthcare Staples ETF 0.0%
Value ($000) $16 Shares 610 Est. Cost $26.23 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $16 Shares 105 Est. Cost $93.86 Unrealized +55.9%
IP International Paper Co 0.0%
Value ($000) $16 Shares 400 Est. Cost $33.70 Unrealized -9.6%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $15 Shares 202 Est. Cost $39.66 Unrealized +71.4%
DOV Dover Corp 0.0%
Value ($000) $15 Shares 210 Est. Cost $73.40 Unrealized 0.0%
L3 Technologies INC CORP COMMON 0.0%
Value ($000) $15 Shares 84 Est. Cost $202.38 Unrealized
AGCO AGCO Corp 0.0%
Value ($000) $15 Shares 275 Est. Cost $43.68 Unrealized +6.4%
WRB WR Berkley Corp 0.0%
Value ($000) $14 Shares 195 Est. Cost $14.61 Unrealized +31.5%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $14 Shares 200 Est. Cost $34.80 Unrealized +60.9%
D Dominion Resources Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $46.66 Unrealized +14.1%
FE First Energy Corp 0.0%
Value ($000) $13 Shares 353 Est. Cost $21.37 Unrealized +32.6%
SYY Sysco Corp 0.0%
Value ($000) $13 Shares 211 Est. Cost $59.27 Unrealized -6.0%
PAVE Global Infrastructure ETF 0.0%
Value ($000) $13 Shares 963 Est. Cost $13.50 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $13 Shares 1,715 Est. Cost $8.27 Unrealized -24.9%
WNC Wabash Natl Corp Common 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $17.53 Unrealized -28.1%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $13 Shares 1,024 Est. Cost $7.49 Unrealized +6.0%
IGV iShares Tech-Software ETF 0.0%
Value ($000) $13 Shares 75 Est. Cost $173.33 Unrealized
CVS CVS Corporation 0.0%
Value ($000) $12 Shares 185 Est. Cost $55.04 Unrealized +7.9%
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $12 Shares 650 Est. Cost $18.46 Unrealized
SUSA iShares MSCI USA EEG Select ETF 0.0%
Value ($000) $12 Shares 120 Est. Cost $79.17 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $12 Shares 249 Est. Cost $48.19 Unrealized
IYC iShares DJ US Consumer Services Sector ETF 0.0%
Value ($000) $12 Shares 69 Est. Cost $173.91 Unrealized
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $2568.83 Unrealized
TRGP Targa Resources Corp COMMON 0.0%
Value ($000) $12 Shares 345 Est. Cost $38.06 Unrealized 0.0%
KSS Kohls Corp 0.0%
Value ($000) $12 Shares 178 Est. Cost $69.43 Unrealized +1.1%
OLN Olin Corp 0.0%
Value ($000) $12 Shares 602 Est. Cost $17.44 Unrealized 0.0%
SMG Scotts Miracle-Grow 0.0%
Value ($000) $12 Shares 200 Est. Cost $54.98 Unrealized 0.0%
Vectren Corp 0.0%
Value ($000) $11 Shares 147 Est. Cost $40.12 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $11 Shares 104 Est. Cost $136.87 Unrealized -19.7%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $11 Shares 95 Est. Cost $109.82 Unrealized
NDAQ NASDAQ Inc. 0.0%
Value ($000) $11 Shares 140 Est. Cost $13.68 Unrealized +87.0%
TMO Thermo Fisher Corp 0.0%
Value ($000) $11 Shares 50 Est. Cost $132.76 Unrealized +73.4%
XME SPDR S&P Metals and Mining Index ETF 0.0%
Value ($000) $10 Shares 384 Est. Cost $26.04 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $10 Shares 828 Est. Cost $9.70 Unrealized +2.6%
HP Helmerich & Payne Inc 0.0%
Value ($000) $10 Shares 200 Est. Cost $65.43 Unrealized -6.2%
Glaxo Smith Kline PLC 0.0%
Value ($000) $10 Shares 271 Est. Cost $36.90 Unrealized
XLP SPDR Consumer Staples Sector ETF 0.0%
Value ($000) $9 Shares 175 Est. Cost $50.88 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $8 Shares 99 Est. Cost $44.88 Unrealized +87.9%
SWX Southwest Gas Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $59.06 Unrealized +35.9%
TMUS T-Mobile US Inc 0.0%
Value ($000) $8 Shares 125 Est. Cost $32.25 Unrealized +101.0%
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $8 Shares 44 Est. Cost $160.00 Unrealized
Jacobs Engineering Group 0.0%
Value ($000) $7 Shares 125 Est. Cost $40.00 Unrealized
DXC DXC Technology Common 0.0%
Value ($000) $7 Shares 131 Est. Cost $64.96 Unrealized +2.0%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $7 Shares 59 Est. Cost $112.52 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $78.49 Unrealized -1.5%
CNDT Conduent Inc 0.0%
Value ($000) $6 Shares 600 Est. Cost $15.65 Unrealized -0.5%
MCHP Microchip Technology Inc 0.0%
Value ($000) $6 Shares 85 Est. Cost $22.11 Unrealized +39.7%
MS Morgan Stanley 0.0%
Value ($000) $6 Shares 162 Est. Cost $39.73 Unrealized -11.9%
GIS General Mills Incorporated 0.0%
Value ($000) $6 Shares 150 Est. Cost $39.06 Unrealized -15.6%
HYMB SPDR Nuveen S&P High Yield Muni ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
KBS Strategic Opportunity REIT NSA 0.0%
Value ($000) $6 Shares 543 Est. Cost $11.17 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $105.11 Unrealized
Viacom Inc Cl B 0.0%
Value ($000) $5 Shares 196 Est. Cost $65.56 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $5 Shares 72 Est. Cost $12519.45 Unrealized
ENR Energizer Holdings Inc 0.0%
Value ($000) $5 Shares 110 Est. Cost $34.40 Unrealized +19.2%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.25 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $5 Shares 80 Est. Cost $60.23 Unrealized -12.0%
Hancock John Premium Dividend CEF 0.0%
Value ($000) $5 Shares 389 Est. Cost $17.99 Unrealized
AVA Avista Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.19 Unrealized 0.0%
Micro Focus Intl Plc Sponsored ADR New 0.0%
Value ($000) $4 Shares 208 Est. Cost $32.79 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $95.34 Unrealized +48.4%
XLE SPDR Energy Sector ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $72.78 Unrealized
Harris Corp 0.0%
Value ($000) $3 Shares 21 Est. Cost $95.24 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $3 Shares 60 Est. Cost $45.80 Unrealized +11.0%
GD General Dynamics Corp 0.0%
Value ($000) $3 Shares 19 Est. Cost $161.99 Unrealized -6.1%
CAH Cardinal Health Inc. 0.0%
Value ($000) $3 Shares 60 Est. Cost $56.00 Unrealized -24.6%
ADI Analog Devices Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $67.51 Unrealized +12.3%
Apergy Corp COMMON 0.0%
Value ($000) $3 Shares 105 Est. Cost $28.57 Unrealized
XZFGX Virtus Total Retrun Fd. Inc. 0.0%
Value ($000) $2 Shares 201 Est. Cost $14.93 Unrealized
FDS Factset Resh Sys Inc Common 0.0%
Value ($000) $2 Shares 10 Est. Cost $149.80 Unrealized +37.1%
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $43.29 Unrealized
FCX Freeport McMoran, Inc. 0.0%
Value ($000) $1 Shares 2 Est. Cost $16.78 Unrealized -36.4%
GTX Garrett Motion INC CORP COMMON 0.0%
Value ($000) $1 Shares 70 Est. Cost $13.59 Unrealized 0.0%
Perspecta INC CORP COMMON 0.0%
Value ($000) $1 Shares 65 Est. Cost $25.97 Unrealized
FLR Fluor Corporation New 0.0%
Value ($000) $1 Shares 39 Est. Cost $45.83 Unrealized -10.0%
KBS Legacy Partners Apartment REIT Inc USA 0.0%
Value ($000) $1 Shares 6,112 Est. Cost $10.96 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $1 Shares 6 Est. Cost $26.14 Unrealized +25.5%
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
Eaton Vance Corp 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
SKY Skyline Corp 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.00 Unrealized +100.9%
KN Knowles Corp Common 0.0%
Value ($000) $1 Shares 105 Est. Cost $14.65 Unrealized 0.0%
CC Chemours Common 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.39 Unrealized -27.2%
DOX Amdocs LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $57.32 Unrealized -5.7%
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.68 Unrealized -48.7%
Arconic Inc Common 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized +24.0%