Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 17, 2020

Total Value ($000): $105,194 (100.0% shares, 0.0% debt)

Holdings (304)

XLK SPDR Sector Info Tech ETF 5.6%
Value ($000) $5,847 Shares 55,962 Est. Cost $79.01 Unrealized
AMZN Amazon.com Inc 4.1%
Value ($000) $4,320 Shares 1,566 Est. Cost $45.41 Unrealized +166.0%
IVV iShares Core S&P 500 ETF 3.9%
Value ($000) $4,115 Shares 13,286 Est. Cost $3123.60 Unrealized
XLF SPDR Sector Financial ETF 3.5%
Value ($000) $3,716 Shares 160,573 Est. Cost $24.19 Unrealized
XLY SPDR Sector Consumer Discretionary Sector ETF 3.2%
Value ($000) $3,322 Shares 26,010 Est. Cost $117.53 Unrealized
AAPL Apple Inc 2.9%
Value ($000) $3,095 Shares 8,483 Est. Cost $28.30 Unrealized +165.3%
BRK/B Berkshire Hathaway Class B 2.7%
Value ($000) $2,835 Shares 15,880 Est. Cost $185.09 Unrealized -1.3%
XLC SPDR Sector Communication Srvc ETF 2.6%
Value ($000) $2,764 Shares 51,151 Est. Cost $49.27 Unrealized
XLV SPDR Sector Health Care ETF 2.4%
Value ($000) $2,487 Shares 24,851 Est. Cost $93.23 Unrealized
XLI SPDR Sector Industrials ETF 2.2%
Value ($000) $2,287 Shares 33,291 Est. Cost $75.50 Unrealized
JKHY Jack Henry & Assoc Inc 2.2%
Value ($000) $2,280 Shares 12,392 Est. Cost $57.27 Unrealized +184.2%
MSFT Microsoft 2.2%
Value ($000) $2,280 Shares 11,205 Est. Cost $82.65 Unrealized +109.4%
XLP SPDR Sector Consumer Staples Sector ETF 2.1%
Value ($000) $2,187 Shares 37,297 Est. Cost $58.85 Unrealized
XLU SPDR Sector Utilities ETF 1.6%
Value ($000) $1,702 Shares 30,165 Est. Cost $59.52 Unrealized
XLB SPDR Sector Basic Materials ETF 1.5%
Value ($000) $1,588 Shares 28,183 Est. Cost $55.73 Unrealized
EFA iShares MSCI EAFE Index ETF 1.5%
Value ($000) $1,547 Shares 25,415 Est. Cost $60.90 Unrealized
VUG Vanguard Growth Index ETF 1.4%
Value ($000) $1,437 Shares 7,112 Est. Cost $120.77 Unrealized
JPM JPMorgan Chase & Co 1.3%
Value ($000) $1,420 Shares 15,093 Est. Cost $49.80 Unrealized +64.2%
INTC Intel Corp 1.3%
Value ($000) $1,413 Shares 23,621 Est. Cost $40.26 Unrealized +32.1%
AMT American Tower REIT 1.2%
Value ($000) $1,281 Shares 4,955 Est. Cost $96.47 Unrealized +118.3%
BMY Bristol-Myers Squibb 1.2%
Value ($000) $1,230 Shares 20,921 Est. Cost $42.05 Unrealized +14.0%
V Visa Inc Class A 1.2%
Value ($000) $1,213 Shares 6,280 Est. Cost $122.58 Unrealized +43.2%
EFAV iShares MSCI Min Vol EAFE ETF 1.1%
Value ($000) $1,170 Shares 17,709 Est. Cost $68.35 Unrealized
HD Home Depot Inc 1.1%
Value ($000) $1,162 Shares 4,637 Est. Cost $105.92 Unrealized +88.6%
MUB iShares National Muni Bond Index ETF 1.1%
Value ($000) $1,149 Shares 9,958 Est. Cost $109.86 Unrealized
PEP Pepsico Inc 1.1%
Value ($000) $1,132 Shares 8,559 Est. Cost $85.09 Unrealized +30.2%
XLRE SPDR Sector Real Estate ETF 1.1%
Value ($000) $1,122 Shares 32,228 Est. Cost $35.37 Unrealized
GOOGL Alphabet Inc - A 1.1%
Value ($000) $1,110 Shares 783 Est. Cost $41.06 Unrealized +63.0%
LARK Landmark Bancshares 1.0%
Value ($000) $1,039 Shares 42,064 Est. Cost $18.01 Unrealized +6.8%
AMGN Amgen Inc 1.0%
Value ($000) $1,007 Shares 4,269 Est. Cost $148.90 Unrealized +28.7%
CSCO Cisco Systems 0.9%
Value ($000) $997 Shares 21,382 Est. Cost $24.57 Unrealized +50.6%
JNJ Johnson & Johnson 0.9%
Value ($000) $980 Shares 6,969 Est. Cost $82.19 Unrealized +51.2%
IBM IBM Corporation 0.9%
Value ($000) $932 Shares 7,719 Est. Cost $97.37 Unrealized -6.1%
XLE SPDR Sector Energy ETF 0.8%
Value ($000) $850 Shares 22,467 Est. Cost $54.96 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.8%
Value ($000) $842 Shares 12,333 Est. Cost $17817.97 Unrealized
VIG Vanguard Dividend Appreciation Index ETF 0.8%
Value ($000) $838 Shares 7,149 Est. Cost $81.76 Unrealized
GILD Gilead Sciences Inc 0.8%
Value ($000) $838 Shares 10,892 Est. Cost $52.18 Unrealized +17.8%
Blackrock Inc 0.8%
Value ($000) $832 Shares 1,530 Est. Cost $1865.04 Unrealized
MRK Merck & Co Inc 0.8%
Value ($000) $815 Shares 10,543 Est. Cost $59.44 Unrealized +5.8%
VEA Vanguard FTSE Developed Markets ETF 0.8%
Value ($000) $795 Shares 20,490 Est. Cost $3863.09 Unrealized
UNP Union Pacific 0.7%
Value ($000) $772 Shares 4,569 Est. Cost $121.15 Unrealized +16.7%
Cerner Corp 0.7%
Value ($000) $755 Shares 11,017 Est. Cost $67.02 Unrealized
VTV Vanguard Value ETF 0.7%
Value ($000) $747 Shares 7,500 Est. Cost $92.07 Unrealized
DE Deere & Co 0.7%
Value ($000) $738 Shares 4,697 Est. Cost $86.31 Unrealized +55.5%
T AT&T Inc 0.7%
Value ($000) $722 Shares 23,869 Est. Cost $15.42 Unrealized +0.5%
UNH Unitedhealth Group Inc 0.7%
Value ($000) $719 Shares 2,439 Est. Cost $234.65 Unrealized +11.3%
CAT Caterpillar Inc 0.6%
Value ($000) $668 Shares 5,280 Est. Cost $69.28 Unrealized +53.3%
CVS CVS Corporation 0.6%
Value ($000) $659 Shares 10,147 Est. Cost $52.60 Unrealized -0.0%
MCD McDonald's Corp 0.6%
Value ($000) $645 Shares 3,497 Est. Cost $146.06 Unrealized +10.2%
ORCL Oracle Systems Corp 0.6%
Value ($000) $645 Shares 11,674 Est. Cost $47.44 Unrealized +3.3%
VZ Verizon Communications 0.6%
Value ($000) $640 Shares 11,617 Est. Cost $39.66 Unrealized +2.8%
ADP Automatic Data Processing 0.6%
Value ($000) $607 Shares 4,077 Est. Cost $122.08 Unrealized +4.0%
KO Coca Cola Company 0.6%
Value ($000) $600 Shares 13,436 Est. Cost $36.59 Unrealized +5.8%
Vmware Inc 0.6%
Value ($000) $590 Shares 3,807 Est. Cost $154.98 Unrealized
KMB Kimberly-Clark Corp 0.5%
Value ($000) $573 Shares 4,051 Est. Cost $106.72 Unrealized +5.6%
Kellogg Co 0.5%
Value ($000) $541 Shares 8,183 Est. Cost $46.85 Unrealized +5.6%
AMAT Applied Materials 0.5%
Value ($000) $536 Shares 8,867 Est. Cost $51.23 Unrealized 0.0%
BRK/A Berkshire Hathaway Class A 0.5%
Value ($000) $535 Shares 2 Est. Cost $230816.08 Unrealized +18.7%
VTI Vanguard US Total Stock Market ETF 0.5%
Value ($000) $532 Shares 3,397 Est. Cost $16479.63 Unrealized
ViacomCBS Inc Cl B 0.5%
Value ($000) $527 Shares 22,586 Est. Cost $14.02 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $519 Shares 11,608 Est. Cost $55.00 Unrealized -36.7%
CTSH Cognizant Tech Solutions 0.5%
Value ($000) $512 Shares 9,013 Est. Cost $49.31 Unrealized 0.0%
EVRG Evergy INC CORP COMMON 0.5%
Value ($000) $493 Shares 8,307 Est. Cost $40.88 Unrealized +15.8%
Discovery Communications 0.5%
Value ($000) $488 Shares 23,131 Est. Cost $26.78 Unrealized
HDV iShares Core High Dividend ETF 0.5%
Value ($000) $486 Shares 5,986 Est. Cost $72.57 Unrealized
AGG iShares Core Total U.S. Bond Market Index ETF 0.5%
Value ($000) $475 Shares 4,018 Est. Cost $178.50 Unrealized
COST Costco Wholesale Corp 0.4%
Value ($000) $463 Shares 1,528 Est. Cost $279.18 Unrealized 0.0%
KHC Kraft Heinz Co 0.4%
Value ($000) $454 Shares 14,244 Est. Cost $22.07 Unrealized +4.5%
SPY SPDR S&P 500 Index ETF 0.4%
Value ($000) $439 Shares 1,424 Est. Cost $9966.90 Unrealized
SBUX Starbucks Corporation 0.4%
Value ($000) $428 Shares 5,816 Est. Cost $69.16 Unrealized -4.1%
BA Boeing 0.4%
Value ($000) $422 Shares 2,304 Est. Cost $308.97 Unrealized -50.3%
CVX Chevron Corp 0.4%
Value ($000) $421 Shares 4,720 Est. Cost $77.39 Unrealized -9.8%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $388 Shares 3,243 Est. Cost $21.03 Unrealized +81.0%
GS Goldman Sachs Grp Inc 0.4%
Value ($000) $379 Shares 1,920 Est. Cost $168.73 Unrealized -2.7%
FBL Financial Group Inc A 0.3%
Value ($000) $359 Shares 10,000 Est. Cost $61.50 Unrealized
UPS United Parcel Service 0.3%
Value ($000) $358 Shares 3,217 Est. Cost $79.25 Unrealized +0.6%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $346 Shares 8,953 Est. Cost $34.41 Unrealized -9.7%
Discover Financial Services 0.3%
Value ($000) $344 Shares 6,875 Est. Cost $43.48 Unrealized
Patterson Companies 0.3%
Value ($000) $339 Shares 15,400 Est. Cost $25.44 Unrealized
CBSH Commerce Bancshares Inc 0.3%
Value ($000) $332 Shares 5,584 Est. Cost $38.54 Unrealized +8.7%
LMT Lockheed Martin Corp 0.3%
Value ($000) $321 Shares 879 Est. Cost $253.10 Unrealized +27.9%
TROW T Rowe Price Group Inc 0.3%
Value ($000) $317 Shares 2,564 Est. Cost $89.85 Unrealized 0.0%
BSV Vanguard Short-Term Bond ETF 0.3%
Value ($000) $302 Shares 3,635 Est. Cost $83.08 Unrealized
SPGI S&P Global Inc 0.3%
Value ($000) $264 Shares 800 Est. Cost $96.34 Unrealized +197.9%
EMN Eastman Chemical Co 0.2%
Value ($000) $242 Shares 3,472 Est. Cost $60.90 Unrealized -15.1%
EMR Emerson Electric 0.2%
Value ($000) $230 Shares 3,701 Est. Cost $53.88 Unrealized -6.7%
COP Conocophillips 0.2%
Value ($000) $228 Shares 5,420 Est. Cost $43.65 Unrealized -24.6%
ABBV AbbVie Inc 0.2%
Value ($000) $227 Shares 2,311 Est. Cost $46.35 Unrealized +52.1%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.2%
Value ($000) $224 Shares 4,699 Est. Cost $56.24 Unrealized
GOOG Alphabet Inc - C 0.2%
Value ($000) $222 Shares 157 Est. Cost $52.86 Unrealized +26.7%
MDY SPDR S&P MidCap 400 Index ETF 0.2%
Value ($000) $219 Shares 675 Est. Cost $262.64 Unrealized
TD Toronto Dominion Bank 0.2%
Value ($000) $201 Shares 4,500 Est. Cost $51.30 Unrealized -17.0%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $197 Shares 1,109 Est. Cost $6498.24 Unrealized
PSA Public Storage Inc 0.2%
Value ($000) $188 Shares 978 Est. Cost $151.92 Unrealized -0.2%
HON Honeywell International 0.2%
Value ($000) $187 Shares 1,291 Est. Cost $98.42 Unrealized +19.8%
LLY Eli Lilly & Co 0.2%
Value ($000) $187 Shares 1,138 Est. Cost $62.52 Unrealized +130.2%
SPG Simon Property Group 0.2%
Value ($000) $186 Shares 2,718 Est. Cost $45.55 Unrealized 0.0%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $183 Shares 2,318 Est. Cost $85.21 Unrealized
PSX Phillips 66 0.2%
Value ($000) $181 Shares 2,511 Est. Cost $71.85 Unrealized -21.8%
GD General Dynamics Corp 0.2%
Value ($000) $179 Shares 1,197 Est. Cost $160.09 Unrealized -22.3%
TXN Texas Instruments 0.2%
Value ($000) $178 Shares 1,400 Est. Cost $64.34 Unrealized +54.7%
HAL Halliburton Company 0.2%
Value ($000) $164 Shares 12,635 Est. Cost $15.86 Unrealized -38.4%
ABT Abbott Labs Common 0.2%
Value ($000) $162 Shares 1,772 Est. Cost $42.55 Unrealized +92.6%
CMCSA Comcast Corp Class A 0.2%
Value ($000) $159 Shares 4,082 Est. Cost $27.44 Unrealized +19.4%
PG Procter & Gamble Co 0.1%
Value ($000) $155 Shares 1,300 Est. Cost $92.75 Unrealized +9.5%
NEE Nextera Energy Inc 0.1%
Value ($000) $154 Shares 640 Est. Cost $22.18 Unrealized +134.3%
MMM 3M Company 0.1%
Value ($000) $154 Shares 990 Est. Cost $105.93 Unrealized -3.3%
SLB Schlumberger Ltd 0.1%
Value ($000) $149 Shares 8,120 Est. Cost $23.02 Unrealized -32.8%
BSX Boston Scientific Corp 0.1%
Value ($000) $140 Shares 4,000 Est. Cost $27.58 Unrealized +30.6%
WFC Wells Fargo & Co New 0.1%
Value ($000) $136 Shares 5,330 Est. Cost $35.66 Unrealized -32.8%
ELV Anthem Inc. 0.1%
Value ($000) $131 Shares 500 Est. Cost $191.44 Unrealized +29.1%
MA Mastercard Inc Class A 0.1%
Value ($000) $125 Shares 423 Est. Cost $84.50 Unrealized +223.5%
USB US Bancorp New 0.1%
Value ($000) $123 Shares 3,329 Est. Cost $29.81 Unrealized -6.6%
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $123 Shares 3,000 Est. Cost $44.67 Unrealized
OGE OGE Energy Corp 0.1%
Value ($000) $121 Shares 4,000 Est. Cost $31.57 Unrealized -2.1%
ADM Archer-Daniels-Midland 0.1%
Value ($000) $121 Shares 3,029 Est. Cost $33.60 Unrealized -5.0%
PFE Pfizer 0.1%
Value ($000) $119 Shares 3,637 Est. Cost $28.97 Unrealized -10.3%
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $114 Shares 592 Est. Cost $107.41 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $113 Shares 105 Est. Cost $15.17 Unrealized +256.6%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $110 Shares 1,156 Est. Cost $1920.68 Unrealized
META Facebook Inc Class A 0.1%
Value ($000) $104 Shares 459 Est. Cost $139.48 Unrealized +48.6%
DIA SPDR Dow Jones Industrial Avg ETF 0.1%
Value ($000) $103 Shares 400 Est. Cost $257.50 Unrealized
IWP iShares Russell Midcap Growth Index ETF 0.1%
Value ($000) $96 Shares 609 Est. Cost $97.44 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $95 Shares 965 Est. Cost $50.41 Unrealized +69.5%
SCZ iShares MSCI EAFE Small-Cap 0.1%
Value ($000) $94 Shares 1,759 Est. Cost $64.41 Unrealized
SCI Service Corp International 0.1%
Value ($000) $91 Shares 2,350 Est. Cost $26.46 Unrealized +45.2%
SO Southern Company Inc 0.1%
Value ($000) $91 Shares 1,746 Est. Cost $30.72 Unrealized +45.7%
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $89 Shares 665 Est. Cost $120.32 Unrealized
SFNC Simmons First Natl Corp Class A 0.1%
Value ($000) $87 Shares 5,100 Est. Cost $22.72 Unrealized -24.6%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $86 Shares 2,177 Est. Cost $5286.25 Unrealized
PRU Prudential Financial 0.1%
Value ($000) $85 Shares 1,400 Est. Cost $51.06 Unrealized -13.3%
BAC Bank Of America 0.1%
Value ($000) $81 Shares 3,429 Est. Cost $17.50 Unrealized +17.5%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $75 Shares 610 Est. Cost $113.68 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $72 Shares 1,257 Est. Cost $57.28 Unrealized
BBY Best Buy Co Inc 0.1%
Value ($000) $69 Shares 787 Est. Cost $54.37 Unrealized +10.9%
IYG iShares Financial Services ETF 0.1%
Value ($000) $67 Shares 559 Est. Cost $112.28 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $66 Shares 401 Est. Cost $154.69 Unrealized
CLX Clorox Company 0.1%
Value ($000) $66 Shares 300 Est. Cost $80.19 Unrealized +110.4%
DOW Dow INC CORP COMMON 0.1%
Value ($000) $66 Shares 1,615 Est. Cost $33.49 Unrealized -19.8%
D Dominion Resources Inc 0.1%
Value ($000) $61 Shares 755 Est. Cost $56.85 Unrealized +10.2%
NOC Northrop Grumman Corp 0.1%
Value ($000) $61 Shares 200 Est. Cost $137.50 Unrealized +117.1%
IWS iShares Russell MidCap Value Index ETF 0.1%
Value ($000) $61 Shares 799 Est. Cost $81.27 Unrealized
IDA Idacorp Inc 0.1%
Value ($000) $61 Shares 700 Est. Cost $59.55 Unrealized +51.6%
Deciphera Pharmaceuticals Inc 0.1%
Value ($000) $59 Shares 991 Est. Cost $39.35 Unrealized
GLW Corning Inc 0.1%
Value ($000) $58 Shares 2,245 Est. Cost $20.64 Unrealized -6.0%
TSN Tyson Foods Cl A 0.1%
Value ($000) $57 Shares 960 Est. Cost $31.83 Unrealized +60.8%
WM Waste Management Inc 0.1%
Value ($000) $55 Shares 519 Est. Cost $73.45 Unrealized +25.4%
DD Dupont De Nemours INC CORP COMMON 0.1%
Value ($000) $53 Shares 1,000 Est. Cost $18.15 Unrealized -3.9%
Ishares Gold Tr Ishares 0.0%
Value ($000) $52 Shares 3,069 Est. Cost $14.66 Unrealized
HPQ Hp Inc Common 0.0%
Value ($000) $51 Shares 2,901 Est. Cost $12.51 Unrealized +4.6%
FNDF Schwab Fundamental Intl Large Co ETF 0.0%
Value ($000) $50 Shares 2,095 Est. Cost $23.87 Unrealized
American Finance Trust Inc CL A 0.0%
Value ($000) $49 Shares 6,150 Est. Cost $13.24 Unrealized
TGT Target Corporation 0.0%
Value ($000) $48 Shares 400 Est. Cost $89.28 Unrealized +10.0%
ALL Allstate Corp 0.0%
Value ($000) $48 Shares 500 Est. Cost $57.91 Unrealized +47.9%
NFLX Netflix, Inc. 0.0%
Value ($000) $48 Shares 105 Est. Cost $9.61 Unrealized +343.0%
OKE Oneok Inc New 0.0%
Value ($000) $48 Shares 1,443 Est. Cost $36.42 Unrealized -37.7%
LOW Lowes Companies Inc 0.0%
Value ($000) $47 Shares 350 Est. Cost $64.21 Unrealized +60.9%
BND Vanguard Total Bond Index ETF 0.0%
Value ($000) $47 Shares 535 Est. Cost $81.56 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $47 Shares 253 Est. Cost $126.90 Unrealized +31.2%
CSX CSX Corp 0.0%
Value ($000) $47 Shares 679 Est. Cost $9.91 Unrealized +107.0%
CB Chubb Limited 0.0%
Value ($000) $47 Shares 374 Est. Cost $115.31 Unrealized -7.9%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $46 Shares 261 Est. Cost $74.65 Unrealized +91.4%
WELL Welltower Inc 0.0%
Value ($000) $44 Shares 850 Est. Cost $48.83 Unrealized -14.4%
DIS Walt Disney Company 0.0%
Value ($000) $39 Shares 346 Est. Cost $107.60 Unrealized +0.2%
C Citigroup Inc 0.0%
Value ($000) $38 Shares 749 Est. Cost $56.47 Unrealized -31.5%
IP International Paper Co 0.0%
Value ($000) $38 Shares 1,081 Est. Cost $30.43 Unrealized -18.5%
SHM SPDR Nuveen Short Term Muni Bond ETF 0.0%
Value ($000) $37 Shares 743 Est. Cost $49.80 Unrealized
AEP American Electrical Power Inc 0.0%
Value ($000) $37 Shares 467 Est. Cost $58.62 Unrealized +13.6%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $35 Shares 3,182 Est. Cost $7.79 Unrealized +0.2%
CAH Cardinal Health Inc. 0.0%
Value ($000) $34 Shares 654 Est. Cost $42.28 Unrealized +5.0%
HRL Hormel Foods Corp 0.0%
Value ($000) $34 Shares 708 Est. Cost $27.38 Unrealized +49.0%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $34 Shares 850 Est. Cost $38.82 Unrealized
General Electric 0.0%
Value ($000) $33 Shares 4,768 Est. Cost $17.83 Unrealized
NTRS Northern Trust Company 0.0%
Value ($000) $32 Shares 400 Est. Cost $60.19 Unrealized +10.7%
TMP Tompkins Financial Corp 0.0%
Value ($000) $32 Shares 500 Est. Cost $64.73 Unrealized -18.3%
BANF Bancfirst Corp 0.0%
Value ($000) $32 Shares 800 Est. Cost $33.51 Unrealized -2.3%
GIS General Mills Incorporated 0.0%
Value ($000) $31 Shares 500 Est. Cost $46.00 Unrealized +8.5%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $30 Shares 338 Est. Cost $75.08 Unrealized 0.0%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $30 Shares 582 Est. Cost $51.55 Unrealized
CL Colgate-Palmolive 0.0%
Value ($000) $29 Shares 400 Est. Cost $54.39 Unrealized +14.7%
LEG Leggett & Platt Inc 0.0%
Value ($000) $29 Shares 831 Est. Cost $42.01 Unrealized -26.2%
Adams Diversified Equity Fund Inc Cf 0.0%
Value ($000) $28 Shares 1,894 Est. Cost $14.78 Unrealized
SMG Scotts Miracle-Grow 0.0%
Value ($000) $27 Shares 200 Est. Cost $54.98 Unrealized +88.1%
MDT Medtronic PLC 0.0%
Value ($000) $27 Shares 295 Est. Cost $60.37 Unrealized +35.5%
CTAS Cintas Corp Common 0.0%
Value ($000) $27 Shares 102 Est. Cost $27.09 Unrealized +101.8%
LYB Lyondellbasell Industries NV Cl A 0.0%
Value ($000) $26 Shares 393 Est. Cost $54.77 Unrealized -25.5%
CMP Compass Minerals Intl Inc Common 0.0%
Value ($000) $26 Shares 527 Est. Cost $45.95 Unrealized -9.3%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $26 Shares 232 Est. Cost $120.94 Unrealized
HSY Hershey Co 0.0%
Value ($000) $26 Shares 200 Est. Cost $74.07 Unrealized +58.9%
IWO iShares Russell 2000 Growth Index ETF 0.0%
Value ($000) $25 Shares 119 Est. Cost $192.80 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $25 Shares 145 Est. Cost $142.91 Unrealized -2.6%
Total SA ADR 0.0%
Value ($000) $25 Shares 641 Est. Cost $51.65 Unrealized
TSM Taiwan Semiconductor 0.0%
Value ($000) $24 Shares 425 Est. Cost $37.65 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $23 Shares 455 Est. Cost $48.19 Unrealized -4.5%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $23 Shares 859 Est. Cost $25.57 Unrealized -4.8%
BDX Becton Dickinson & Co 0.0%
Value ($000) $22 Shares 93 Est. Cost $180.37 Unrealized +22.1%
CAJPY Canon Inc Spons ADR 0.0%
Value ($000) $22 Shares 1,125 Est. Cost $24.48 Unrealized
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $22 Shares 130 Est. Cost $182.00 Unrealized -7.8%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $22 Shares 180 Est. Cost $105588.89 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $21 Shares 121 Est. Cost $112.80 Unrealized +33.8%
MPLX MPLX LP 0.0%
Value ($000) $21 Shares 1,235 Est. Cost $33.20 Unrealized
Unilever N V NY Shares 0.0%
Value ($000) $21 Shares 400 Est. Cost $41.76 Unrealized
CEF Sprott Physical Gold & Silver Trust Unt ETV 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $15.00 Unrealized
DOV Dover Corp 0.0%
Value ($000) $20 Shares 210 Est. Cost $73.40 Unrealized +16.6%
IUSV Ishares Tr Core Russell U S Value Etf 0.0%
Value ($000) $20 Shares 389 Est. Cost $51.41 Unrealized
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $20 Shares 469 Est. Cost $54.72 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $20 Shares 202 Est. Cost $39.66 Unrealized +109.4%
VLO Valero Energy Corp New 0.0%
Value ($000) $19 Shares 324 Est. Cost $59.68 Unrealized -20.0%
IYR iShares US Real Estate Index ETF 0.0%
Value ($000) $19 Shares 235 Est. Cost $68970.56 Unrealized
AXP American Express 0.0%
Value ($000) $19 Shares 200 Est. Cost $60.98 Unrealized +40.4%
TMO Thermo Fisher Corp 0.0%
Value ($000) $18 Shares 50 Est. Cost $196.54 Unrealized +68.1%
HYD Vaneck Vectors High-yield Municipal Index Etf Vectr Hg Yld Mcpl Indx 0.0%
Value ($000) $18 Shares 312 Est. Cost $57.69 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $17 Shares 80 Est. Cost $93.86 Unrealized +87.0%
NVS Novartis AG-ADR 0.0%
Value ($000) $17 Shares 200 Est. Cost $13001.02 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $17 Shares 253 Est. Cost $31.81 Unrealized +30.1%
WRB WR Berkley Corp 0.0%
Value ($000) $17 Shares 292 Est. Cost $17.59 Unrealized +23.1%
DG Dollar Gen Corp New Common 0.0%
Value ($000) $17 Shares 88 Est. Cost $76.55 Unrealized +118.4%
DUK Duke Energy Corp. 0.0%
Value ($000) $17 Shares 215 Est. Cost $54.74 Unrealized +23.5%
ENB Enbridge Inc 0.0%
Value ($000) $17 Shares 557 Est. Cost $22.41 Unrealized -5.9%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $16 Shares 120 Est. Cost $79.17 Unrealized
WWD Woodward INC CORP COMMON 0.0%
Value ($000) $16 Shares 200 Est. Cost $99.77 Unrealized -36.8%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $16 Shares 253 Est. Cost $29.75 Unrealized +85.3%
TRV Travelers Co Inc 0.0%
Value ($000) $16 Shares 144 Est. Cost $98.44 Unrealized -5.0%
Brookfield Infrastructure Corp CLASS A COMMON 0.0%
Value ($000) $15 Shares 333 Est. Cost $45.05 Unrealized
CYRX Cryoport Inc 0.0%
Value ($000) $15 Shares 500 Est. Cost $22.25 Unrealized 0.0%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $15 Shares 1,522 Est. Cost $7.17 Unrealized +14.5%
OGS One Gas Inc. 0.0%
Value ($000) $15 Shares 196 Est. Cost $82.46 Unrealized -2.0%
AGCO AGCO Corp 0.0%
Value ($000) $15 Shares 265 Est. Cost $43.68 Unrealized -0.3%
FE First Energy Corp 0.0%
Value ($000) $14 Shares 353 Est. Cost $21.37 Unrealized +52.5%
VFC VF Corp 0.0%
Value ($000) $14 Shares 235 Est. Cost $67.48 Unrealized -13.7%
CAG Conagra 0.0%
Value ($000) $14 Shares 400 Est. Cost $26.21 Unrealized 0.0%
F Ford Motor Company New 0.0%
Value ($000) $13 Shares 2,115 Est. Cost $5.19 Unrealized -19.1%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $108.16 Unrealized +1.7%
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $12 Shares 249 Est. Cost $48.19 Unrealized
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $12 Shares 210 Est. Cost $42.09 Unrealized +3.3%
UBER Uber Technologies INC 0.0%
Value ($000) $11 Shares 370 Est. Cost $29.67 Unrealized +5.1%
Glaxo Smith Kline PLC 0.0%
Value ($000) $11 Shares 271 Est. Cost $36.90 Unrealized
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $11 Shares 210 Est. Cost $2568.83 Unrealized
BNO United Sts Brent Oil Fund Lp Unit 0.0%
Value ($000) $10 Shares 940 Est. Cost $10.64 Unrealized
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $10 Shares 44 Est. Cost $160.00 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $78.49 Unrealized +28.3%
LUV Southwest Airlines 0.0%
Value ($000) $10 Shares 300 Est. Cost $42.84 Unrealized -31.0%
ETR Entergy Corp New 0.0%
Value ($000) $10 Shares 106 Est. Cost $46.55 Unrealized -15.1%
DNP Select Income CEF 0.0%
Value ($000) $9 Shares 800 Est. Cost $10.00 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $9 Shares 239 Est. Cost $15.94 Unrealized +36.2%
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $9 Shares 27 Est. Cost $22.49 Unrealized +9.0%
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $8 Shares 146 Est. Cost $47.48 Unrealized 0.0%
PM Philip Morris Intl Inc 0.0%
Value ($000) $8 Shares 110 Est. Cost $48.61 Unrealized +12.7%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $8 Shares 32 Est. Cost $156.25 Unrealized
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $8 Shares 16 Est. Cost $460.22 Unrealized +10.2%
SWX Southwest Gas Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.06 Unrealized +23.2%
OXY Occidental Petroleum 0.0%
Value ($000) $7 Shares 408 Est. Cost $51.89 Unrealized -71.4%
OLN Olin Corp 0.0%
Value ($000) $7 Shares 602 Est. Cost $17.44 Unrealized -36.2%
KR Kroger Co 0.0%
Value ($000) $7 Shares 200 Est. Cost $20.29 Unrealized +41.8%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $7 Shares 59 Est. Cost $112.52 Unrealized
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $6 Shares 458 Est. Cost $18.46 Unrealized
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $6 Shares 292 Est. Cost $17.13 Unrealized 0.0%
SHAK Shake Shack INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.57 Unrealized 0.0%
CCL Carnival Corp New F 0.0%
Value ($000) $5 Shares 300 Est. Cost $42.22 Unrealized -64.5%
ECL Ecolab Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $134.27 Unrealized +35.7%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $105.11 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $45.80 Unrealized +55.0%
WPX Energy Inc. 0.0%
Value ($000) $5 Shares 800 Est. Cost $2.50 Unrealized
ROKU Roku Inc Cl A Corp 0.0%
Value ($000) $5 Shares 40 Est. Cost $80.28 Unrealized +42.5%
MCHP Microchip Technology Inc 0.0%
Value ($000) $5 Shares 43 Est. Cost $31.68 Unrealized +27.4%
Hanesbrands Inc 0.0%
Value ($000) $4 Shares 385 Est. Cost $14.88 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $4 Shares 200 Est. Cost $65.43 Unrealized -70.2%
AVA Avista Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.19 Unrealized -15.8%
ADI Analog Devices Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $67.51 Unrealized +47.2%
Escrow Altegrity Inc. 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
Twitter Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
Cit Group Inc 0.0%
Value ($000) $3 Shares 152 Est. Cost $19.74 Unrealized
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $43.89 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $3 Shares 337 Est. Cost $9.70 Unrealized -29.7%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $3 Shares 31 Est. Cost $112.84 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $83.46 Unrealized -7.9%
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.84 Unrealized -15.7%
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $2 Shares 40 Est. Cost $56.67 Unrealized -1.5%
VOD Vodafone Group Plc ADR 0.0%
Value ($000) $2 Shares 118 Est. Cost $16.95 Unrealized
MAC Macerich Co 0.0%
Value ($000) $2 Shares 242 Est. Cost $33.47 Unrealized
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $39.39 Unrealized +19.7%
Virtus Total Return Fund Inc CF 0.0%
Value ($000) $2 Shares 208 Est. Cost $9.62 Unrealized
PENN Penn National Gaming INC CORP COMMON 0.0%
Value ($000) $2 Shares 58 Est. Cost $25.13 Unrealized -8.9%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $1 Shares 33 Est. Cost $12.97 Unrealized 0.0%
URI United Rentals Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $168.12 Unrealized -26.9%
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
Rockwell Medical INC CORP COMMON 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
Frontier Communications Corp New 0.0%
Value ($000) $1 Shares 66 Est. Cost $29.16 Unrealized
KTB Kontoor Brands Inc Corp 0.0%
Value ($000) $1 Shares 33 Est. Cost $32.45 Unrealized -45.1%
Foot Locker Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $47.14 Unrealized
Perspecta INC CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $25.97 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $60.02 Unrealized -54.7%
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized -67.0%
NOK Nokia Corp Spon ADR 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
WMB Williams Companies 0.0%
Value ($000) $1 Shares 78 Est. Cost $19.23 Unrealized -28.3%
Micro Focus Int'l PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.68 Unrealized -83.9%
CC Chemours Common 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.41 Unrealized -41.1%
DXC DXC Technology Common 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.96 Unrealized -75.5%
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
Arconic Corp (Pittsburgh) COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.16 Unrealized -17.3%
SKY Skyline Corp 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.00 Unrealized +89.4%
Amarin Corporation Plc ADR 0.0%
Value ($000) $1 Shares 130 Est. Cost $23.08 Unrealized