Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 8, 2019

Total Value ($000): $108,618 (100.0% shares, 0.0% debt)

Holdings (300)

XLF SPDR Sector Financial ETF 5.3%
Value ($000) $5,783 Shares 209,520 Est. Cost $24.06 Unrealized
AMZN Amazon.com Inc 4.3%
Value ($000) $4,685 Shares 2,474 Est. Cost $45.41 Unrealized +105.1%
IVV iShares Core S&P 500 ETF 3.6%
Value ($000) $3,872 Shares 13,136 Est. Cost $3188.38 Unrealized
BRK/B Berkshire Hathaway Class B 3.2%
Value ($000) $3,446 Shares 16,167 Est. Cost $181.37 Unrealized +14.1%
XLI SPDR Sector Industrials ETF 3.1%
Value ($000) $3,334 Shares 43,063 Est. Cost $77.37 Unrealized
AMT American Tower REIT 2.8%
Value ($000) $3,072 Shares 15,027 Est. Cost $96.47 Unrealized +74.3%
XLY SPDR Sector Consumer Discretionary Sector ETF 2.6%
Value ($000) $2,845 Shares 23,871 Est. Cost $118.55 Unrealized
XLK SPDR Sector Info Tech ETF 2.6%
Value ($000) $2,778 Shares 35,592 Est. Cost $76.09 Unrealized
AAPL Apple Inc 2.5%
Value ($000) $2,738 Shares 13,835 Est. Cost $28.30 Unrealized +64.7%
BA Boeing 2.4%
Value ($000) $2,577 Shares 7,079 Est. Cost $308.97 Unrealized +15.6%
XLP SPDR Sector Consumer Staples Sector ETF 2.4%
Value ($000) $2,575 Shares 44,344 Est. Cost $58.00 Unrealized
JPM JPMorgan Chase & Co 2.3%
Value ($000) $2,460 Shares 22,006 Est. Cost $49.80 Unrealized +84.8%
EFAV iShares MSCI Min Vol EAFE ETF 2.2%
Value ($000) $2,369 Shares 32,619 Est. Cost $68.35 Unrealized
EFA iShares MSCI EAFE Index ETF 2.2%
Value ($000) $2,336 Shares 35,541 Est. Cost $60.90 Unrealized
MSFT Microsoft 2.1%
Value ($000) $2,269 Shares 16,937 Est. Cost $79.53 Unrealized +50.3%
XLU SPDR Sector Utilities ETF 2.0%
Value ($000) $2,178 Shares 36,519 Est. Cost $59.62 Unrealized
XLV SPDR Sector Health Care ETF 1.9%
Value ($000) $2,058 Shares 22,210 Est. Cost $92.61 Unrealized
XLE SPDR Sector Energy ETF 1.7%
Value ($000) $1,812 Shares 28,443 Est. Cost $63.78 Unrealized
XLC SPDR Sector Communication Srvc ETF 1.6%
Value ($000) $1,757 Shares 35,704 Est. Cost $49.05 Unrealized
V Visa Inc Class A 1.6%
Value ($000) $1,722 Shares 9,920 Est. Cost $122.58 Unrealized +27.5%
JKHY Jack Henry & Assoc Inc 1.5%
Value ($000) $1,660 Shares 12,392 Est. Cost $57.27 Unrealized +123.0%
HD Home Depot Inc 1.5%
Value ($000) $1,593 Shares 7,661 Est. Cost $103.91 Unrealized +63.2%
XLB SPDR Sector Basic Materials ETF 1.4%
Value ($000) $1,477 Shares 25,249 Est. Cost $58.30 Unrealized
INTC Intel Corp 1.4%
Value ($000) $1,469 Shares 30,677 Est. Cost $39.31 Unrealized +9.6%
CSCO Cisco Systems 1.3%
Value ($000) $1,453 Shares 26,551 Est. Cost $21.87 Unrealized +106.6%
VUG Vanguard Growth Index ETF 1.1%
Value ($000) $1,244 Shares 7,612 Est. Cost $120.77 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $1,207 Shares 8,668 Est. Cost $82.19 Unrealized +39.6%
IJR iShares Core S&P Small-Cap ETF 1.1%
Value ($000) $1,167 Shares 14,905 Est. Cost $17817.97 Unrealized
GOOGL Alphabet Inc - A 1.1%
Value ($000) $1,149 Shares 1,061 Est. Cost $40.25 Unrealized +42.8%
XLRE SPDR Sector Real Estate ETF 1.0%
Value ($000) $1,072 Shares 29,163 Est. Cost $35.25 Unrealized
VEA Vanguard FTSE Developed Markets ETF 1.0%
Value ($000) $1,055 Shares 25,300 Est. Cost $3863.09 Unrealized
LARK Landmark Bancshares 1.0%
Value ($000) $1,045 Shares 43,620 Est. Cost $17.98 Unrealized +4.1%
XOM Exxon Mobil Corp 0.9%
Value ($000) $1,019 Shares 13,296 Est. Cost $55.49 Unrealized +2.5%
LMT Lockheed Martin Corp 0.9%
Value ($000) $1,019 Shares 2,802 Est. Cost $249.55 Unrealized +12.1%
BMY Bristol-Myers Squibb 0.9%
Value ($000) $1,010 Shares 22,277 Est. Cost $41.11 Unrealized -12.1%
UNP Union Pacific 0.9%
Value ($000) $992 Shares 5,866 Est. Cost $121.15 Unrealized +22.0%
MUB iShares National Muni Bond ETF 0.9%
Value ($000) $987 Shares 8,725 Est. Cost $108.96 Unrealized
NUE Nucor Corp 0.9%
Value ($000) $984 Shares 17,858 Est. Cost $42.57 Unrealized +12.4%
AMGN Amgen Inc 0.9%
Value ($000) $967 Shares 5,246 Est. Cost $144.29 Unrealized +1.3%
EMN Eastman Chemical Co 0.9%
Value ($000) $964 Shares 12,391 Est. Cost $61.16 Unrealized -2.2%
VTV Vanguard Value ETF 0.8%
Value ($000) $903 Shares 8,141 Est. Cost $92.07 Unrealized
VIG Vanguard Dividend Appreciation Index ETF 0.8%
Value ($000) $882 Shares 7,663 Est. Cost $79.84 Unrealized
PEP Pepsico Inc 0.7%
Value ($000) $802 Shares 6,113 Est. Cost $72.21 Unrealized +45.1%
GILD Gilead Sciences Inc 0.7%
Value ($000) $798 Shares 11,811 Est. Cost $50.88 Unrealized -0.1%
VB Vanguard Small-Cap ETF 0.6%
Value ($000) $705 Shares 4,501 Est. Cost $149.55 Unrealized
Cerner Corp 0.6%
Value ($000) $697 Shares 9,506 Est. Cost $60.01 Unrealized
DE Deere & Co 0.6%
Value ($000) $652 Shares 3,935 Est. Cost $77.03 Unrealized +83.6%
FBL Financial Group Inc A 0.6%
Value ($000) $638 Shares 10,000 Est. Cost $61.50 Unrealized
BRK/A Berkshire Hathaway Class A 0.6%
Value ($000) $637 Shares 2 Est. Cost $230816.08 Unrealized +34.7%
PFE Pfizer 0.6%
Value ($000) $636 Shares 14,689 Est. Cost $28.97 Unrealized +0.9%
CVX Chevron Corp 0.6%
Value ($000) $630 Shares 5,066 Est. Cost $74.30 Unrealized +21.5%
CAT Caterpillar Inc 0.6%
Value ($000) $624 Shares 4,575 Est. Cost $62.41 Unrealized +83.8%
HDV iShares Core High Dividend ETF 0.6%
Value ($000) $613 Shares 6,486 Est. Cost $72.57 Unrealized
EVRG Evergy INC CORP COMMON 0.5%
Value ($000) $580 Shares 9,640 Est. Cost $40.88 Unrealized +10.8%
AGG iShares Core Total U.S. Bond Market ETF 0.5%
Value ($000) $527 Shares 4,733 Est. Cost $178.50 Unrealized
MRK Merck & Co Inc 0.5%
Value ($000) $525 Shares 6,266 Est. Cost $47.87 Unrealized +29.8%
VTI Vanguard US Total Stock Market ETF 0.5%
Value ($000) $510 Shares 3,397 Est. Cost $16479.63 Unrealized
VO Vanguard Mid-Cap ETF 0.4%
Value ($000) $461 Shares 2,758 Est. Cost $154.69 Unrealized
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.4%
Value ($000) $405 Shares 7,866 Est. Cost $56.88 Unrealized
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $391 Shares 3,537 Est. Cost $20.81 Unrealized +50.4%
IBM IBM Corporation 0.4%
Value ($000) $382 Shares 2,768 Est. Cost $96.07 Unrealized +2.7%
IWO iShares Russell 2000 Growth Index ETF 0.3%
Value ($000) $380 Shares 1,892 Est. Cost $192.80 Unrealized
UPS United Parcel Service 0.3%
Value ($000) $364 Shares 3,524 Est. Cost $76.81 Unrealized +4.4%
Patterson Companies 0.3%
Value ($000) $353 Shares 15,400 Est. Cost $25.44 Unrealized
VZ Verizon Communications 0.3%
Value ($000) $329 Shares 5,751 Est. Cost $38.43 Unrealized +4.2%
Blackrock Inc 0.3%
Value ($000) $318 Shares 677 Est. Cost $5094.23 Unrealized
CBSH Commerce Bancshares Inc 0.3%
Value ($000) $317 Shares 5,318 Est. Cost $38.19 Unrealized +8.5%
PSX Phillips 66 0.3%
Value ($000) $280 Shares 2,991 Est. Cost $71.85 Unrealized -4.7%
T AT&T Inc 0.2%
Value ($000) $269 Shares 8,034 Est. Cost $14.62 Unrealized +3.1%
USB US Bancorp New 0.2%
Value ($000) $267 Shares 5,094 Est. Cost $29.81 Unrealized +30.6%
ABBV AbbVie Inc 0.2%
Value ($000) $266 Shares 3,651 Est. Cost $46.18 Unrealized +28.6%
ABT Abbott Labs Common 0.2%
Value ($000) $262 Shares 3,118 Est. Cost $34.53 Unrealized +103.4%
MMM 3M Company 0.2%
Value ($000) $257 Shares 1,485 Est. Cost $105.66 Unrealized +14.2%
MDY SPDR S&P MidCap 400 Index ETF 0.2%
Value ($000) $252 Shares 710 Est. Cost $262.64 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $248 Shares 5,829 Est. Cost $5286.25 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $245 Shares 1,259 Est. Cost $7441.41 Unrealized
HON Honeywell International 0.2%
Value ($000) $243 Shares 1,391 Est. Cost $98.42 Unrealized +40.9%
COP Conocophillips 0.2%
Value ($000) $230 Shares 3,774 Est. Cost $47.34 Unrealized +4.0%
KO Coca Cola Company 0.2%
Value ($000) $228 Shares 4,470 Est. Cost $30.41 Unrealized +31.3%
DBC Invesco DB Commodity Index Tracking Fund ETF 0.2%
Value ($000) $225 Shares 14,326 Est. Cost $16.14 Unrealized
ADP Automatic Data Processing 0.2%
Value ($000) $222 Shares 1,343 Est. Cost $81.55 Unrealized +72.9%
TXN Texas Instruments 0.2%
Value ($000) $218 Shares 1,900 Est. Cost $64.34 Unrealized +44.2%
CMCSA Comcast Corp Class A 0.2%
Value ($000) $206 Shares 4,880 Est. Cost $27.44 Unrealized +29.5%
BAC Bank Of America 0.2%
Value ($000) $202 Shares 6,971 Est. Cost $17.50 Unrealized +40.0%
SPY SPDR S&P 500 Index ETF 0.2%
Value ($000) $197 Shares 672 Est. Cost $20781.33 Unrealized
ADM Archer-Daniels-Midland 0.2%
Value ($000) $192 Shares 4,717 Est. Cost $33.73 Unrealized +1.1%
OKE Oneok Inc New 0.2%
Value ($000) $190 Shares 2,754 Est. Cost $34.11 Unrealized +28.6%
MCD McDonald's Corp 0.2%
Value ($000) $185 Shares 891 Est. Cost $90.81 Unrealized +86.9%
SPGI S&P Global Inc 0.2%
Value ($000) $182 Shares 800 Est. Cost $96.34 Unrealized +114.4%
UNH Unitedhealth Group Inc 0.2%
Value ($000) $180 Shares 739 Est. Cost $214.92 Unrealized +0.3%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $177 Shares 1,331 Est. Cost $86.16 Unrealized +18.6%
BSX Boston Scientific Corp 0.2%
Value ($000) $172 Shares 4,000 Est. Cost $27.58 Unrealized +39.5%
GOOG Alphabet Inc - C 0.2%
Value ($000) $170 Shares 157 Est. Cost $52.86 Unrealized +8.3%
IYG iShares Financial Services ETF 0.2%
Value ($000) $165 Shares 1,229 Est. Cost $112.28 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.2%
Value ($000) $164 Shares 2,859 Est. Cost $64.41 Unrealized
CRM Salesforce.com Inc 0.1%
Value ($000) $144 Shares 947 Est. Cost $126.90 Unrealized +22.0%
Anadarko Petroleum Corp 0.1%
Value ($000) $144 Shares 2,046 Est. Cost $66.57 Unrealized
ELV Anthem Inc. 0.1%
Value ($000) $141 Shares 500 Est. Cost $191.44 Unrealized +30.5%
PRU Prudential Financial 0.1%
Value ($000) $141 Shares 1,400 Est. Cost $51.06 Unrealized +40.0%
DIS Walt Disney Company 0.1%
Value ($000) $138 Shares 988 Est. Cost $107.60 Unrealized +19.0%
NEE Nextera Energy Inc 0.1%
Value ($000) $131 Shares 640 Est. Cost $22.18 Unrealized +88.4%
SO Southern Company Inc 0.1%
Value ($000) $130 Shares 2,356 Est. Cost $30.72 Unrealized +34.6%
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $129 Shares 3,000 Est. Cost $44.67 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $126 Shares 1,138 Est. Cost $62.52 Unrealized +72.7%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $122 Shares 811 Est. Cost $74.65 Unrealized +72.2%
United Technologies Corp 0.1%
Value ($000) $112 Shares 864 Est. Cost $3807.87 Unrealized
MA Mastercard Inc Class A 0.1%
Value ($000) $112 Shares 423 Est. Cost $84.50 Unrealized +185.6%
PM Philip Morris Intl Inc 0.1%
Value ($000) $111 Shares 1,410 Est. Cost $48.61 Unrealized +19.9%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $104 Shares 1,156 Est. Cost $1920.68 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $102 Shares 880 Est. Cost $73.45 Unrealized +32.4%
META Facebook Inc Class A 0.1%
Value ($000) $102 Shares 530 Est. Cost $139.48 Unrealized +30.1%
SCI Service Corp International 0.1%
Value ($000) $96 Shares 2,050 Est. Cost $24.32 Unrealized +77.5%
NKE Nike Inc Cl B 0.1%
Value ($000) $95 Shares 1,135 Est. Cost $50.41 Unrealized +52.9%
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $93 Shares 592 Est. Cost $107.41 Unrealized
URI United Rentals Inc 0.1%
Value ($000) $92 Shares 692 Est. Cost $168.12 Unrealized -26.9%
IWS iShares Russell MidCap Value Index ETF 0.1%
Value ($000) $91 Shares 1,019 Est. Cost $81.27 Unrealized
IWP iShares Russell Midcap Growth Index ETF 0.1%
Value ($000) $90 Shares 629 Est. Cost $97.44 Unrealized
American Finance Trust Inc CL A 0.1%
Value ($000) $88 Shares 8,035 Est. Cost $13.24 Unrealized
Raytheon Company 0.1%
Value ($000) $87 Shares 500 Est. Cost $185.98 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $86 Shares 743 Est. Cost $113.68 Unrealized
ORCL Oracle Systems Corp 0.1%
Value ($000) $85 Shares 1,500 Est. Cost $36.94 Unrealized +33.1%
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $83 Shares 665 Est. Cost $120.32 Unrealized
CLX Clorox Company 0.1%
Value ($000) $80 Shares 525 Est. Cost $80.19 Unrealized +56.7%
BBY Best Buy Co Inc 0.1%
Value ($000) $80 Shares 1,144 Est. Cost $54.37 Unrealized -1.0%
DOW Dow INC CORP COMMON 0.1%
Value ($000) $79 Shares 1,610 Est. Cost $36.37 Unrealized 0.0%
WFC Wells Fargo & Co New 0.1%
Value ($000) $78 Shares 1,655 Est. Cost $39.54 Unrealized -1.2%
TSN Tyson Foods Cl A 0.1%
Value ($000) $78 Shares 960 Est. Cost $31.83 Unrealized +100.2%
PG Procter & Gamble Co 0.1%
Value ($000) $78 Shares 714 Est. Cost $81.15 Unrealized +11.5%
ALK Alaska Air Group Inc 0.1%
Value ($000) $77 Shares 1,200 Est. Cost $61.92 Unrealized -3.7%
GLW Corning Inc 0.1%
Value ($000) $75 Shares 2,245 Est. Cost $20.64 Unrealized +28.9%
GS Goldman Sachs Grp Inc 0.1%
Value ($000) $73 Shares 357 Est. Cost $175.02 Unrealized -3.4%
MO Altria Group Inc 0.1%
Value ($000) $71 Shares 1,505 Est. Cost $30.16 Unrealized +2.5%
VDE Vanguard Energy ETF 0.1%
Value ($000) $71 Shares 831 Est. Cost $98.68 Unrealized
IDA Idacorp Inc 0.1%
Value ($000) $70 Shares 700 Est. Cost $59.55 Unrealized +69.5%
WELL Welltower Inc 0.1%
Value ($000) $69 Shares 850 Est. Cost $48.83 Unrealized +31.0%
MCK McKesson Corp 0.1%
Value ($000) $67 Shares 500 Est. Cost $204.26 Unrealized -41.8%
NOC Northrop Grumman Corp 0.1%
Value ($000) $65 Shares 200 Est. Cost $137.50 Unrealized +94.4%
Royal Dutch Shell B 0.1%
Value ($000) $65 Shares 996 Est. Cost $60.24 Unrealized
CB Chubb Limited 0.1%
Value ($000) $64 Shares 432 Est. Cost $115.31 Unrealized +12.2%
HPQ Hp Inc Common 0.1%
Value ($000) $60 Shares 2,901 Est. Cost $12.51 Unrealized +25.7%
Tortoise Energy Infrastructure Corp CEF 0.1%
Value ($000) $58 Shares 2,575 Est. Cost $26.86 Unrealized
DVY iShares DJ Select Dividend Index ETF 0.0%
Value ($000) $54 Shares 538 Est. Cost $89.22 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $54 Shares 1,395 Est. Cost $48.19 Unrealized -22.9%
CSX CSX Corp 0.0%
Value ($000) $53 Shares 679 Est. Cost $9.91 Unrealized +137.8%
C Citigroup Inc 0.0%
Value ($000) $52 Shares 749 Est. Cost $56.47 Unrealized -6.3%
ALL Allstate Corp 0.0%
Value ($000) $51 Shares 500 Est. Cost $57.91 Unrealized +44.2%
MPC Marathon Pete Corp 0.0%
Value ($000) $48 Shares 860 Est. Cost $60.02 Unrealized -26.2%
Blackrock Taxable Municipal Bond Trust Taxabl Muni Bnd Cf 0.0%
Value ($000) $47 Shares 1,988 Est. Cost $23.64 Unrealized
BANF Bancfirst Corp 0.0%
Value ($000) $45 Shares 800 Est. Cost $33.51 Unrealized +44.0%
General Electric 0.0%
Value ($000) $45 Shares 4,268 Est. Cost $18.98 Unrealized
BND Vanguard Total Bond Index ETF 0.0%
Value ($000) $44 Shares 535 Est. Cost $81.56 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $33.53 Unrealized +26.3%
TRV Travelers Co Inc 0.0%
Value ($000) $42 Shares 283 Est. Cost $98.44 Unrealized +27.0%
TMP Tompkins Financial Corp 0.0%
Value ($000) $41 Shares 500 Est. Cost $64.73 Unrealized -3.2%
GM General Motors Co. 0.0%
Value ($000) $41 Shares 1,072 Est. Cost $37.86 Unrealized -8.3%
OXY Occidental Petroleum 0.0%
Value ($000) $41 Shares 808 Est. Cost $55.64 Unrealized -12.2%
MPLX MPLX LP 0.0%
Value ($000) $40 Shares 1,235 Est. Cost $33.20 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $40 Shares 459 Est. Cost $87.15 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $39 Shares 105 Est. Cost $9.61 Unrealized +275.6%
Calamos Strategic Total Return CEF 0.0%
Value ($000) $38 Shares 3,017 Est. Cost $10.28 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $37 Shares 725 Est. Cost $41.27 Unrealized +15.2%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $36 Shares 850 Est. Cost $38.82 Unrealized
NTRS Northern Trust Company 0.0%
Value ($000) $36 Shares 400 Est. Cost $60.19 Unrealized +24.6%
LFUS Littelfuse Inc 0.0%
Value ($000) $35 Shares 200 Est. Cost $97.71 Unrealized +85.7%
LOW Lowes Companies Inc 0.0%
Value ($000) $35 Shares 350 Est. Cost $64.21 Unrealized +45.5%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $34 Shares 286 Est. Cost $112.84 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $32 Shares 800 Est. Cost $27.38 Unrealized +23.9%
Foot Locker Inc 0.0%
Value ($000) $31 Shares 748 Est. Cost $47.14 Unrealized
Etfmg Prime Mobile Payments Etf 0.0%
Value ($000) $31 Shares 670 Est. Cost $43.28 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $30 Shares 837 Est. Cost $22.33 Unrealized +5.2%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $30 Shares 232 Est. Cost $120.94 Unrealized
ARKK Ark Innovation Etf 0.0%
Value ($000) $30 Shares 628 Est. Cost $46.18 Unrealized
CBS Corp Cl B 0.0%
Value ($000) $30 Shares 596 Est. Cost $60.37 Unrealized
CL Colgate-Palmolive 0.0%
Value ($000) $29 Shares 400 Est. Cost $54.39 Unrealized +11.8%
Adams Diversified Equity Fund Inc Cf 0.0%
Value ($000) $29 Shares 1,894 Est. Cost $14.78 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $29 Shares 339 Est. Cost $59.68 Unrealized +5.6%
MDT Medtronic PLC 0.0%
Value ($000) $29 Shares 295 Est. Cost $60.37 Unrealized +26.2%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $28 Shares 349 Est. Cost $80.26 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $28 Shares 580 Est. Cost $15.94 Unrealized +75.2%
HSY Hershey Co 0.0%
Value ($000) $27 Shares 200 Est. Cost $74.07 Unrealized +47.1%
TMO Thermo Fisher Corp 0.0%
Value ($000) $27 Shares 93 Est. Cost $196.54 Unrealized +37.7%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $27 Shares 1,788 Est. Cost $7.17 Unrealized +70.7%
Blackstone Group LP 0.0%
Value ($000) $26 Shares 575 Est. Cost $33.04 Unrealized
D Dominion Resources Inc 0.0%
Value ($000) $26 Shares 335 Est. Cost $49.58 Unrealized +14.7%
WY Weyerhaeuser Co 0.0%
Value ($000) $25 Shares 952 Est. Cost $22.30 Unrealized -11.6%
AXP American Express 0.0%
Value ($000) $25 Shares 200 Est. Cost $60.98 Unrealized +76.2%
AAL American Airlines Group Inc 0.0%
Value ($000) $24 Shares 750 Est. Cost $48.27 Unrealized -33.9%
NSC Norfolk Southern Corp 0.0%
Value ($000) $24 Shares 121 Est. Cost $112.80 Unrealized +53.7%
CTAS Cintas Corp Common 0.0%
Value ($000) $24 Shares 102 Est. Cost $27.09 Unrealized +91.1%
Unilever N V NY Shares 0.0%
Value ($000) $24 Shares 400 Est. Cost $41.76 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $23 Shares 105 Est. Cost $15.17 Unrealized +2.6%
GIS General Mills Incorporated 0.0%
Value ($000) $23 Shares 435 Est. Cost $36.91 Unrealized +11.7%
BDX Becton Dickinson & Co 0.0%
Value ($000) $23 Shares 93 Est. Cost $180.37 Unrealized +16.3%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $23 Shares 100 Est. Cost $117.97 Unrealized +75.2%
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $22 Shares 991 Est. Cost $39.35 Unrealized
AEP American Electrical Power Inc 0.0%
Value ($000) $22 Shares 249 Est. Cost $46.37 Unrealized +47.1%
RJF Raymond James Financial Inc 0.0%
Value ($000) $21 Shares 253 Est. Cost $31.81 Unrealized +61.6%
CCL Carnival Corp New F 0.0%
Value ($000) $21 Shares 450 Est. Cost $42.22 Unrealized +19.2%
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $21 Shares 73 Est. Cost $22.49 Unrealized +8.4%
IYR iShares DJ US Real Estate Index ETF 0.0%
Value ($000) $21 Shares 235 Est. Cost $68970.56 Unrealized
VFC VF Corp 0.0%
Value ($000) $21 Shares 235 Est. Cost $67.48 Unrealized +27.7%
AGCO AGCO Corp 0.0%
Value ($000) $21 Shares 275 Est. Cost $43.68 Unrealized +35.0%
DOV Dover Corp 0.0%
Value ($000) $21 Shares 210 Est. Cost $73.40 Unrealized +18.8%
L3 Technologies INC CORP COMMON 0.0%
Value ($000) $21 Shares 84 Est. Cost $202.38 Unrealized
Kellogg Co 0.0%
Value ($000) $21 Shares 400 Est. Cost $42.08 Unrealized -1.0%
SMG Scotts Miracle-Grow 0.0%
Value ($000) $20 Shares 200 Est. Cost $54.98 Unrealized +26.8%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $20 Shares 180 Est. Cost $105588.89 Unrealized
DUK Duke Energy Corp. 0.0%
Value ($000) $19 Shares 215 Est. Cost $54.74 Unrealized +23.8%
WRB WR Berkley Corp 0.0%
Value ($000) $19 Shares 292 Est. Cost $17.59 Unrealized +34.1%
SFNC Simmons First Natl Corp Class A 0.0%
Value ($000) $18 Shares 780 Est. Cost $28.99 Unrealized -16.1%
OGS One Gas Inc. 0.0%
Value ($000) $18 Shares 196 Est. Cost $82.46 Unrealized +7.3%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $18 Shares 202 Est. Cost $39.66 Unrealized +93.6%
NVS Novartis AG-ADR 0.0%
Value ($000) $18 Shares 200 Est. Cost $13001.02 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $18 Shares 1,715 Est. Cost $8.27 Unrealized -14.1%
MCHP Microchip Technology Inc 0.0%
Value ($000) $17 Shares 193 Est. Cost $31.68 Unrealized +23.8%
GWX SPDR S&P Int'l Small Cap ETF 0.0%
Value ($000) $17 Shares 574 Est. Cost $29.62 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $17 Shares 105 Est. Cost $93.86 Unrealized +59.7%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $17 Shares 200 Est. Cost $34.80 Unrealized +86.7%
TSM Taiwan Semiconductor 0.0%
Value ($000) $17 Shares 425 Est. Cost $37.65 Unrealized
IP International Paper Co 0.0%
Value ($000) $17 Shares 400 Est. Cost $33.70 Unrealized -6.9%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $16 Shares 253 Est. Cost $29.75 Unrealized +100.1%
CAG Conagra 0.0%
Value ($000) $16 Shares 600 Est. Cost $22.50 Unrealized -1.3%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $15 Shares 120 Est. Cost $79.17 Unrealized
FE First Energy Corp 0.0%
Value ($000) $15 Shares 353 Est. Cost $21.37 Unrealized +49.9%
HAL Halliburton Company 0.0%
Value ($000) $15 Shares 639 Est. Cost $35.79 Unrealized -36.6%
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $15 Shares 650 Est. Cost $18.46 Unrealized
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $15 Shares 269 Est. Cost $63.71 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $15 Shares 168 Est. Cost $5416.50 Unrealized
IYC iShares DJ US Consumer Services Sector ETF 0.0%
Value ($000) $15 Shares 69 Est. Cost $173.91 Unrealized
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value ($000) $15 Shares 256 Est. Cost $54.69 Unrealized
TRGP Targa Resources Corp COMMON 0.0%
Value ($000) $14 Shares 345 Est. Cost $38.06 Unrealized -14.3%
Altaba Inc Common 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $14 Shares 249 Est. Cost $48.19 Unrealized
OLN Olin Corp 0.0%
Value ($000) $13 Shares 602 Est. Cost $17.44 Unrealized +6.3%
NDAQ NASDAQ Inc. 0.0%
Value ($000) $13 Shares 140 Est. Cost $13.68 Unrealized +103.1%
DG Dollar Gen Corp New Common 0.0%
Value ($000) $12 Shares 88 Est. Cost $76.55 Unrealized +51.2%
BIIB Biogen Idec Inc 0.0%
Value ($000) $12 Shares 53 Est. Cost $230.90 Unrealized 0.0%
BUD Anheuser Busch Inbev SPN ADR 0.0%
Value ($000) $12 Shares 130 Est. Cost $84.62 Unrealized
Viacom Inc Cl B 0.0%
Value ($000) $12 Shares 391 Est. Cost $28.18 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $108.16 Unrealized +2.6%
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $2568.83 Unrealized
Glaxo Smith Kline PLC 0.0%
Value ($000) $11 Shares 271 Est. Cost $36.90 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $11 Shares 180 Est. Cost $55.56 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $10 Shares 200 Est. Cost $65.43 Unrealized -15.9%
TJX TJX Cos Inc 0.0%
Value ($000) $10 Shares 181 Est. Cost $48.67 Unrealized 0.0%
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $10 Shares 44 Est. Cost $160.00 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $10 Shares 50 Est. Cost $134.27 Unrealized +29.0%
CVS CVS Corporation 0.0%
Value ($000) $10 Shares 185 Est. Cost $55.04 Unrealized -20.8%
SWX Southwest Gas Corp 0.0%
Value ($000) $9 Shares 100 Est. Cost $59.06 Unrealized +43.8%
FISV Fiserv Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $78.49 Unrealized +11.6%
Cypress Semiconductor Corp 0.0%
Value ($000) $9 Shares 425 Est. Cost $14.12 Unrealized
MAC Macerich Co 0.0%
Value ($000) $8 Shares 230 Est. Cost $34.78 Unrealized
Discover Financial Services 0.0%
Value ($000) $8 Shares 108 Est. Cost $74.07 Unrealized
ENR Energizer Holdings Inc 0.0%
Value ($000) $8 Shares 207 Est. Cost $34.99 Unrealized 0.0%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $8 Shares 70 Est. Cost $106.14 Unrealized 0.0%
KSS Kohls Corp 0.0%
Value ($000) $8 Shares 178 Est. Cost $69.43 Unrealized -13.1%
CAH Cardinal Health Inc. 0.0%
Value ($000) $8 Shares 175 Est. Cost $46.17 Unrealized -17.3%
ITT ITT Inc. 0.0%
Value ($000) $8 Shares 127 Est. Cost $61.08 Unrealized 0.0%
SPG Simon Property Group 0.0%
Value ($000) $8 Shares 51 Est. Cost $119.10 Unrealized 0.0%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $8 Shares 59 Est. Cost $112.52 Unrealized
Hancock John Premium Dividend CEF 0.0%
Value ($000) $7 Shares 389 Est. Cost $17.99 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $105.11 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $7 Shares 162 Est. Cost $39.73 Unrealized -8.7%
EMR Emerson Electric 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.04 Unrealized +4.4%
CMI Cummins Inc 0.0%
Value ($000) $7 Shares 41 Est. Cost $138.18 Unrealized 0.0%
BEN Franklin Resources Inc 0.0%
Value ($000) $6 Shares 171 Est. Cost $24.66 Unrealized 0.0%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $6 Shares 32 Est. Cost $156.25 Unrealized
WRAP WRAP Tech. Inc. 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $4.59 Unrealized +48.6%
CI Cigna Corp COMMON 0.0%
Value ($000) $6 Shares 39 Est. Cost $167.01 Unrealized -14.2%
HYMB SPDR Nuveen S&P High Yield Muni ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $45.80 Unrealized +36.9%
RIO Rio Tinto PLC Spon-ADR 0.0%
Value ($000) $5 Shares 78 Est. Cost $64.10 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5 Shares 337 Est. Cost $9.70 Unrealized +1.4%
YUM Yum Brands Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $83.46 Unrealized +10.1%
Harris Corp 0.0%
Value ($000) $4 Shares 21 Est. Cost $95.24 Unrealized
AVA Avista Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.19 Unrealized -12.4%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $4 Shares 295 Est. Cost $7.49 Unrealized +15.6%
ROKU Roku Inc Cl A Corp 0.0%
Value ($000) $4 Shares 40 Est. Cost $80.28 Unrealized 0.0%
ADI Analog Devices Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $67.51 Unrealized +42.2%
Apergy Corp COMMON 0.0%
Value ($000) $4 Shares 105 Est. Cost $28.57 Unrealized
Twitter Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $3 Shares 36 Est. Cost $67.93 Unrealized 0.0%
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 +106.9%
WMB Williams Companies 0.0%
Value ($000) $2 Shares 78 Est. Cost $19.23 Unrealized -0.3%
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.89 Unrealized
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $39.39 Unrealized +10.2%
Zix Corp 0.0%
Value ($000) $2 Shares 167 Est. Cost $5.99 Unrealized
KN Knowles Corp Common 0.0%
Value ($000) $2 Shares 105 Est. Cost $14.65 Unrealized +20.4%
CC Chemours Common 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.39 Unrealized -31.2%
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $1 Shares 6 Est. Cost $26.14 Unrealized +46.7%
DXC DXC Technology Common 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.96 Unrealized -14.0%
Perspecta INC CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $25.97 Unrealized
Rockwell Medical INC CORP COMMON 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
Arconic Inc Common 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.68 Unrealized -67.8%
FCX Freeport McMoran, Inc. 0.0%
Value ($000) $1 Shares 2 Est. Cost $16.78 Unrealized -36.0%
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized -8.1%
DOX Amdocs LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $57.32 Unrealized -12.3%