Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 6, 2020

Total Value ($000): $118,902 (100.0% shares, 0.0% debt)

Holdings (321)

XLK SPDR Sector Info Tech ETF 5.8%
Value ($000) $6,944 Shares 59,506 Est. Cost $81.26 Unrealized
AMZN Amazon.com Inc 4.0%
Value ($000) $4,783 Shares 1,519 Est. Cost $45.41 Unrealized +247.1%
IVV iShares Core S&P 500 ETF 3.7%
Value ($000) $4,458 Shares 13,266 Est. Cost $3123.60 Unrealized
XLF SPDR Sector Financial ETF 3.4%
Value ($000) $4,027 Shares 167,298 Est. Cost $24.19 Unrealized
XLY SPDR Sector Consumer Discretionary Sector ETF 3.2%
Value ($000) $3,775 Shares 25,686 Est. Cost $117.53 Unrealized
AAPL Apple Inc 3.1%
Value ($000) $3,688 Shares 31,849 Est. Cost $85.28 Unrealized +24.3%
XLC SPDR Sector Communication Srvc ETF 2.8%
Value ($000) $3,352 Shares 56,431 Est. Cost $50.22 Unrealized
BRK/B Berkshire Hathaway Class B 2.8%
Value ($000) $3,334 Shares 15,657 Est. Cost $185.09 Unrealized +10.5%
MSFT Microsoft 2.3%
Value ($000) $2,794 Shares 13,282 Est. Cost $101.12 Unrealized +98.5%
XLI SPDR Sector Industrials ETF 2.2%
Value ($000) $2,571 Shares 33,392 Est. Cost $75.50 Unrealized
XLV SPDR Sector Health Care ETF 2.1%
Value ($000) $2,511 Shares 23,809 Est. Cost $93.23 Unrealized
iShares iBonds 12-2024 ETF 1.7%
Value ($000) $2,066 Shares 78,115 Est. Cost $26.45 Unrealized
XLP SPDR Sector Consumer Staples Sector ETF 1.7%
Value ($000) $2,035 Shares 31,751 Est. Cost $58.85 Unrealized
JKHY Jack Henry & Assoc Inc 1.7%
Value ($000) $2,015 Shares 12,392 Est. Cost $57.27 Unrealized +183.6%
XLU SPDR Sector Utilities ETF 1.6%
Value ($000) $1,879 Shares 31,639 Est. Cost $59.51 Unrealized
INTC Intel Corp 1.5%
Value ($000) $1,773 Shares 34,249 Est. Cost $42.20 Unrealized +10.2%
VUG Vanguard Growth Index ETF 1.4%
Value ($000) $1,619 Shares 7,112 Est. Cost $120.77 Unrealized
JPM JPMorgan Chase & Co 1.3%
Value ($000) $1,513 Shares 15,717 Est. Cost $51.21 Unrealized +66.8%
XLB SPDR Sector Basic Materials ETF 1.2%
Value ($000) $1,470 Shares 23,096 Est. Cost $55.73 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $1,446 Shares 9,714 Est. Cost $94.85 Unrealized +33.9%
CSCO Cisco Systems 1.1%
Value ($000) $1,317 Shares 33,441 Est. Cost $29.08 Unrealized +27.5%
V Visa Inc Class A 1.1%
Value ($000) $1,253 Shares 6,265 Est. Cost $122.58 Unrealized +56.8%
BMY Bristol-Myers Squibb 1.0%
Value ($000) $1,236 Shares 20,509 Est. Cost $42.05 Unrealized +15.6%
iShares iBonds 12-2022 ETF 1.0%
Value ($000) $1,223 Shares 47,725 Est. Cost $25.63 Unrealized
iShares iBonds 12-2021 ETF 1.0%
Value ($000) $1,221 Shares 48,746 Est. Cost $25.05 Unrealized
AMT American Tower REIT 1.0%
Value ($000) $1,158 Shares 4,790 Est. Cost $96.47 Unrealized +124.7%
MUB iShares National Muni Bond Index ETF 1.0%
Value ($000) $1,154 Shares 9,958 Est. Cost $109.86 Unrealized
GOOGL Alphabet Inc - A 1.0%
Value ($000) $1,136 Shares 775 Est. Cost $41.06 Unrealized +84.2%
HD Home Depot Inc 1.0%
Value ($000) $1,136 Shares 4,092 Est. Cost $105.92 Unrealized +124.4%
PEP Pepsico Inc 0.9%
Value ($000) $1,111 Shares 8,019 Est. Cost $85.09 Unrealized +35.4%
ORCL Oracle Systems Corp 0.9%
Value ($000) $1,110 Shares 18,589 Est. Cost $49.41 Unrealized +6.7%
DE Deere & Co 0.9%
Value ($000) $1,025 Shares 4,624 Est. Cost $86.31 Unrealized +108.3%
iShares iBonds 12-2023 ETF 0.8%
Value ($000) $972 Shares 37,065 Est. Cost $26.22 Unrealized
IBM IBM Corporation 0.8%
Value ($000) $964 Shares 7,926 Est. Cost $97.28 Unrealized -3.5%
MRK Merck & Co Inc 0.8%
Value ($000) $961 Shares 11,581 Est. Cost $60.02 Unrealized +9.8%
BRK/A Berkshire Hathaway Class A 0.8%
Value ($000) $960 Shares 3 Est. Cost $256161.70 Unrealized +19.8%
VIG Vanguard Dividend Appreciation Index ETF 0.8%
Value ($000) $920 Shares 7,149 Est. Cost $81.76 Unrealized
CAT Caterpillar Inc 0.7%
Value ($000) $872 Shares 5,849 Est. Cost $74.87 Unrealized +69.4%
CTSH Cognizant Tech Solutions 0.7%
Value ($000) $872 Shares 12,565 Est. Cost $52.32 Unrealized +14.6%
LARK Landmark Bancshares 0.7%
Value ($000) $864 Shares 40,483 Est. Cost $18.01 Unrealized -1.6%
VEA Vanguard FTSE Developed Markets ETF 0.7%
Value ($000) $848 Shares 20,725 Est. Cost $3819.75 Unrealized
Blackrock Inc 0.7%
Value ($000) $844 Shares 1,497 Est. Cost $1865.04 Unrealized
EFA iShares MSCI EAFE Index ETF 0.7%
Value ($000) $805 Shares 12,647 Est. Cost $60.90 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.7%
Value ($000) $805 Shares 11,468 Est. Cost $17817.97 Unrealized
Cerner Corp 0.7%
Value ($000) $791 Shares 10,941 Est. Cost $67.02 Unrealized
T AT&T Inc 0.7%
Value ($000) $785 Shares 27,549 Est. Cost $15.44 Unrealized +0.8%
VTV Vanguard Value ETF 0.7%
Value ($000) $784 Shares 7,500 Est. Cost $92.07 Unrealized
MCD McDonald's Corp 0.6%
Value ($000) $772 Shares 3,516 Est. Cost $146.06 Unrealized +24.2%
UNP Union Pacific 0.6%
Value ($000) $757 Shares 3,843 Est. Cost $121.15 Unrealized +36.1%
UNH Unitedhealth Group Inc 0.6%
Value ($000) $751 Shares 2,410 Est. Cost $234.65 Unrealized +19.8%
CVS CVS Corporation 0.6%
Value ($000) $741 Shares 12,687 Est. Cost $52.56 Unrealized -0.3%
XLRE SPDR Sector Real Estate ETF 0.6%
Value ($000) $735 Shares 20,852 Est. Cost $35.37 Unrealized
VZ Verizon Communications 0.6%
Value ($000) $728 Shares 12,233 Est. Cost $39.80 Unrealized +7.0%
GILD Gilead Sciences Inc 0.6%
Value ($000) $717 Shares 11,347 Est. Cost $52.34 Unrealized +7.2%
XLE SPDR Sector Energy ETF 0.6%
Value ($000) $676 Shares 22,585 Est. Cost $54.96 Unrealized
ViacomCBS Inc Cl B 0.5%
Value ($000) $636 Shares 22,711 Est. Cost $14.02 Unrealized
KO Coca Cola Company 0.5%
Value ($000) $632 Shares 12,795 Est. Cost $36.59 Unrealized +11.5%
BSV Vanguard Short-Term Bond ETF 0.5%
Value ($000) $624 Shares 7,514 Est. Cost $83.06 Unrealized
AMGN Amgen Inc 0.5%
Value ($000) $612 Shares 2,409 Est. Cost $148.90 Unrealized +40.7%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $603 Shares 4,308 Est. Cost $26.05 Unrealized +58.6%
ADP Automatic Data Processing 0.5%
Value ($000) $590 Shares 4,228 Est. Cost $122.19 Unrealized +2.3%
VTI Vanguard US Total Stock Market ETF 0.5%
Value ($000) $579 Shares 3,397 Est. Cost $16479.63 Unrealized
Discovery Communications 0.5%
Value ($000) $555 Shares 25,495 Est. Cost $26.31 Unrealized
BA Boeing 0.5%
Value ($000) $545 Shares 3,295 Est. Cost $267.30 Unrealized -36.2%
AMAT Applied Materials 0.4%
Value ($000) $533 Shares 8,971 Est. Cost $51.32 Unrealized +14.7%
KMB Kimberly-Clark Corp 0.4%
Value ($000) $511 Shares 3,461 Est. Cost $106.72 Unrealized +15.7%
SBUX Starbucks Corporation 0.4%
Value ($000) $497 Shares 5,789 Est. Cost $69.16 Unrealized +2.4%
SPY SPDR S&P 500 Index ETF 0.4%
Value ($000) $492 Shares 1,470 Est. Cost $9665.48 Unrealized
FBL Financial Group Inc A 0.4%
Value ($000) $482 Shares 10,000 Est. Cost $61.50 Unrealized
UPS United Parcel Service 0.4%
Value ($000) $478 Shares 2,869 Est. Cost $79.25 Unrealized +48.1%
EVRG Evergy INC CORP COMMON 0.4%
Value ($000) $477 Shares 9,378 Est. Cost $41.36 Unrealized +9.0%
HDV iShares Core High Dividend ETF 0.4%
Value ($000) $467 Shares 5,799 Est. Cost $72.57 Unrealized
Kellogg Co 0.4%
Value ($000) $462 Shares 7,160 Est. Cost $46.85 Unrealized +11.6%
EFAV iShares MSCI Min Vol EAFE ETF 0.4%
Value ($000) $436 Shares 6,398 Est. Cost $68.35 Unrealized
COST Costco Wholesale Corp 0.4%
Value ($000) $432 Shares 1,216 Est. Cost $279.18 Unrealized +10.7%
AGG iShares Core Total U.S. Bond Market Index ETF 0.4%
Value ($000) $426 Shares 3,605 Est. Cost $178.50 Unrealized
XOM Exxon Mobil Corp 0.3%
Value ($000) $402 Shares 11,707 Est. Cost $55.00 Unrealized -41.2%
Discover Financial Services 0.3%
Value ($000) $399 Shares 6,904 Est. Cost $43.48 Unrealized
PG Procter & Gamble Co 0.3%
Value ($000) $394 Shares 2,836 Est. Cost $105.53 Unrealized +10.3%
LMT Lockheed Martin Corp 0.3%
Value ($000) $386 Shares 1,006 Est. Cost $262.69 Unrealized +25.3%
GS Goldman Sachs Grp Inc 0.3%
Value ($000) $381 Shares 1,895 Est. Cost $168.73 Unrealized +6.1%
Patterson Companies 0.3%
Value ($000) $371 Shares 15,400 Est. Cost $25.44 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $357 Shares 4,961 Est. Cost $76.86 Unrealized -13.5%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $316 Shares 9,209 Est. Cost $34.32 Unrealized -9.1%
CBSH Commerce Bancshares Inc 0.3%
Value ($000) $314 Shares 5,584 Est. Cost $38.54 Unrealized +6.6%
VNLA Janus Henderson Short Duration Income ETF 0.3%
Value ($000) $313 Shares 6,204 Est. Cost $50.45 Unrealized
GSY Invesco Ultra Short Duration ETF 0.3%
Value ($000) $312 Shares 6,185 Est. Cost $50.44 Unrealized
TROW T Rowe Price Group Inc 0.3%
Value ($000) $311 Shares 2,423 Est. Cost $89.85 Unrealized +16.8%
SPGI S&P Global Inc 0.2%
Value ($000) $288 Shares 800 Est. Cost $96.34 Unrealized +250.2%
EMN Eastman Chemical Co 0.2%
Value ($000) $259 Shares 3,317 Est. Cost $60.90 Unrealized +2.6%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.2%
Value ($000) $248 Shares 4,699 Est. Cost $56.24 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $236 Shares 550 Est. Cost $98.43 Unrealized +20.0%
GOOG Alphabet Inc - C 0.2%
Value ($000) $232 Shares 158 Est. Cost $52.86 Unrealized +43.3%
EMR Emerson Electric 0.2%
Value ($000) $231 Shares 3,526 Est. Cost $53.88 Unrealized +9.1%
MDY SPDR S&P MidCap 400 Index ETF 0.2%
Value ($000) $229 Shares 675 Est. Cost $262.64 Unrealized
COP Conocophillips 0.2%
Value ($000) $223 Shares 6,791 Est. Cost $41.13 Unrealized -24.1%
MO Altria Group Inc 0.2%
Value ($000) $220 Shares 5,690 Est. Cost $27.20 Unrealized -0.1%
HON Honeywell International 0.2%
Value ($000) $213 Shares 1,291 Est. Cost $98.42 Unrealized +35.4%
TD Toronto Dominion Bank 0.2%
Value ($000) $208 Shares 4,500 Est. Cost $51.30 Unrealized -9.2%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $206 Shares 1,109 Est. Cost $6498.24 Unrealized
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $202 Shares 2,494 Est. Cost $84.91 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $202 Shares 2,311 Est. Cost $46.35 Unrealized +64.6%
TXN Texas Instruments 0.2%
Value ($000) $200 Shares 1,400 Est. Cost $64.34 Unrealized +81.6%
XEL Xcel Energy Inc 0.2%
Value ($000) $199 Shares 2,882 Est. Cost $57.55 Unrealized 0.0%
ABT Abbott Labs Common 0.2%
Value ($000) $193 Shares 1,772 Est. Cost $42.55 Unrealized +117.0%
CMCSA Comcast Corp Class A 0.2%
Value ($000) $189 Shares 4,082 Est. Cost $27.44 Unrealized +37.1%
PFE Pfizer 0.2%
Value ($000) $187 Shares 5,093 Est. Cost $28.44 Unrealized -4.7%
NEE Nextera Energy Inc 0.1%
Value ($000) $178 Shares 640 Est. Cost $22.18 Unrealized +171.8%
MMM 3M Company 0.1%
Value ($000) $173 Shares 1,083 Est. Cost $106.32 Unrealized +3.8%
GD General Dynamics Corp 0.1%
Value ($000) $170 Shares 1,225 Est. Cost $159.42 Unrealized -17.8%
LLY Eli Lilly & Co 0.1%
Value ($000) $168 Shares 1,138 Est. Cost $62.52 Unrealized +133.2%
PM Philip Morris Intl Inc 0.1%
Value ($000) $166 Shares 2,212 Est. Cost $58.35 Unrealized +0.9%
ALL Allstate Corp 0.1%
Value ($000) $161 Shares 1,715 Est. Cost $74.81 Unrealized +9.3%
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $157 Shares 3,300 Est. Cost $44.93 Unrealized
BSX Boston Scientific Corp 0.1%
Value ($000) $153 Shares 4,000 Est. Cost $27.58 Unrealized +39.7%
Kansas City Southern 0.1%
Value ($000) $151 Shares 837 Est. Cost $180.41 Unrealized
PSX Phillips 66 0.1%
Value ($000) $143 Shares 2,753 Est. Cost $69.84 Unrealized -29.8%
WFC Wells Fargo & Co New 0.1%
Value ($000) $139 Shares 5,916 Est. Cost $34.29 Unrealized -36.3%
MA Mastercard Inc Class A 0.1%
Value ($000) $137 Shares 405 Est. Cost $84.50 Unrealized +273.6%
ELV Anthem Inc. 0.1%
Value ($000) $134 Shares 500 Est. Cost $191.44 Unrealized +30.6%
ADM Archer-Daniels-Midland 0.1%
Value ($000) $132 Shares 2,837 Est. Cost $33.60 Unrealized +11.9%
PSA Public Storage Inc 0.1%
Value ($000) $128 Shares 573 Est. Cost $151.92 Unrealized +6.8%
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $128 Shares 592 Est. Cost $107.41 Unrealized
HAL Halliburton Company 0.1%
Value ($000) $125 Shares 10,358 Est. Cost $15.86 Unrealized -16.9%
GRMN Garmin Ltd. 0.1%
Value ($000) $122 Shares 1,287 Est. Cost $88.79 Unrealized 0.0%
NKE Nike Inc Cl B 0.1%
Value ($000) $121 Shares 965 Est. Cost $50.41 Unrealized +97.7%
SLB Schlumberger Ltd 0.1%
Value ($000) $121 Shares 7,778 Est. Cost $23.02 Unrealized -28.2%
OGE OGE Energy Corp 0.1%
Value ($000) $120 Shares 4,000 Est. Cost $31.57 Unrealized -0.3%
SPG Simon Property Group 0.1%
Value ($000) $113 Shares 1,748 Est. Cost $45.55 Unrealized +6.5%
USB US Bancorp New 0.1%
Value ($000) $112 Shares 3,129 Est. Cost $29.81 Unrealized -2.9%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $111 Shares 1,156 Est. Cost $1920.68 Unrealized
DIA SPDR Dow Jones Industrial Avg ETF 0.1%
Value ($000) $111 Shares 400 Est. Cost $257.50 Unrealized
IWP iShares Russell Midcap Growth Index ETF 0.1%
Value ($000) $105 Shares 609 Est. Cost $97.44 Unrealized
SCI Service Corp International 0.1%
Value ($000) $99 Shares 2,350 Est. Cost $26.46 Unrealized +61.2%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $98 Shares 2,256 Est. Cost $5102.66 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.1%
Value ($000) $98 Shares 1,660 Est. Cost $64.41 Unrealized
SO Southern Company Inc 0.1%
Value ($000) $91 Shares 1,676 Est. Cost $30.72 Unrealized +41.7%
META Facebook Inc Class A 0.1%
Value ($000) $91 Shares 349 Est. Cost $139.48 Unrealized +83.6%
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $90 Shares 665 Est. Cost $120.32 Unrealized
PRU Prudential Financial 0.1%
Value ($000) $89 Shares 1,400 Est. Cost $51.06 Unrealized -1.3%
BBY Best Buy Co Inc 0.1%
Value ($000) $88 Shares 787 Est. Cost $54.37 Unrealized +50.5%
BAC Bank Of America 0.1%
Value ($000) $83 Shares 3,429 Est. Cost $17.50 Unrealized +24.7%
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $82 Shares 1,486 Est. Cost $53.76 Unrealized
DOW Dow INC CORP COMMON 0.1%
Value ($000) $82 Shares 1,743 Est. Cost $33.49 Unrealized -0.0%
SFNC Simmons First Natl Corp Class A 0.1%
Value ($000) $81 Shares 5,100 Est. Cost $22.72 Unrealized -26.4%
GLW Corning Inc 0.1%
Value ($000) $77 Shares 2,375 Est. Cost $20.97 Unrealized +27.1%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $77 Shares 610 Est. Cost $113.68 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $76 Shares 1,257 Est. Cost $57.28 Unrealized
MDLZ Mondelez International, Inc 0.1%
Value ($000) $72 Shares 1,260 Est. Cost $48.56 Unrealized 0.0%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $71 Shares 401 Est. Cost $154.69 Unrealized
FNDF Schwab Fundamental Intl Large Co ETF 0.1%
Value ($000) $71 Shares 2,887 Est. Cost $24.07 Unrealized
IYG iShares Financial Services ETF 0.1%
Value ($000) $68 Shares 559 Est. Cost $112.28 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.1%
Value ($000) $65 Shares 1,180 Est. Cost $18.60 Unrealized +13.4%
IWS iShares Russell MidCap Value Index ETF 0.1%
Value ($000) $65 Shares 799 Est. Cost $81.27 Unrealized
TGT Target Corporation 0.1%
Value ($000) $63 Shares 400 Est. Cost $89.28 Unrealized +32.9%
CLX Clorox Company 0.1%
Value ($000) $63 Shares 300 Est. Cost $80.19 Unrealized +135.6%
NOC Northrop Grumman Corp 0.1%
Value ($000) $63 Shares 200 Est. Cost $137.50 Unrealized +116.8%
LOW Lowes Companies Inc 0.0%
Value ($000) $58 Shares 350 Est. Cost $64.21 Unrealized +117.8%
TSN Tyson Foods Cl A 0.0%
Value ($000) $57 Shares 960 Est. Cost $31.83 Unrealized +64.6%
CRM Salesforce.com Inc 0.0%
Value ($000) $57 Shares 227 Est. Cost $126.90 Unrealized +70.4%
IDA Idacorp Inc 0.0%
Value ($000) $56 Shares 700 Est. Cost $59.55 Unrealized +47.9%
HPQ Hp Inc Common 0.0%
Value ($000) $55 Shares 2,901 Est. Cost $12.51 Unrealized +21.3%
NFLX Netflix, Inc. 0.0%
Value ($000) $53 Shares 105 Est. Cost $9.61 Unrealized +418.1%
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $51 Shares 991 Est. Cost $39.35 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $50 Shares 261 Est. Cost $74.65 Unrealized +124.1%
CSX CSX Corp 0.0%
Value ($000) $48 Shares 619 Est. Cost $9.91 Unrealized +131.7%
WELL Welltower Inc 0.0%
Value ($000) $47 Shares 850 Est. Cost $48.83 Unrealized -3.2%
BND Vanguard Total Bond Index ETF 0.0%
Value ($000) $47 Shares 535 Est. Cost $81.56 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $43 Shares 381 Est. Cost $73.45 Unrealized +38.0%
CB Chubb Limited 0.0%
Value ($000) $43 Shares 374 Est. Cost $115.31 Unrealized +0.4%
DIS Walt Disney Company 0.0%
Value ($000) $43 Shares 346 Est. Cost $107.60 Unrealized +13.5%
D Dominion Resources Inc 0.0%
Value ($000) $42 Shares 532 Est. Cost $56.85 Unrealized +9.1%
IP International Paper Co 0.0%
Value ($000) $42 Shares 1,027 Est. Cost $30.43 Unrealized -8.1%
Seagate Technology Plc CORP COMMON 0.0%
Value ($000) $41 Shares 835 Est. Cost $49.10 Unrealized
DG Dollar Gen Corp New Common 0.0%
Value ($000) $40 Shares 193 Est. Cost $133.95 Unrealized +35.9%
OKE Oneok Inc New 0.0%
Value ($000) $40 Shares 1,543 Est. Cost $35.35 Unrealized -43.6%
AEP American Electrical Power Inc 0.0%
Value ($000) $38 Shares 467 Est. Cost $58.62 Unrealized +15.7%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $37 Shares 850 Est. Cost $38.82 Unrealized
SHM SPDR Nuveen Short Term Muni Bond ETF 0.0%
Value ($000) $37 Shares 743 Est. Cost $49.80 Unrealized
TSM Taiwan Semiconductor 0.0%
Value ($000) $34 Shares 425 Est. Cost $37.65 Unrealized
CTAS Cintas Corp Common 0.0%
Value ($000) $34 Shares 102 Est. Cost $27.09 Unrealized +169.0%
TFC Truist Financial Corp 0.0%
Value ($000) $33 Shares 856 Est. Cost $29.38 Unrealized 0.0%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $33 Shares 338 Est. Cost $75.08 Unrealized +4.0%
UMBF UMB Financial Corp 0.0%
Value ($000) $33 Shares 670 Est. Cost $50.48 Unrealized 0.0%
BANF Bancfirst Corp 0.0%
Value ($000) $33 Shares 800 Est. Cost $33.51 Unrealized +13.2%
CAH Cardinal Health Inc. 0.0%
Value ($000) $31 Shares 660 Est. Cost $42.28 Unrealized +5.5%
NTRS Northern Trust Company 0.0%
Value ($000) $31 Shares 400 Est. Cost $60.19 Unrealized +13.0%
SMG Scotts Miracle-Grow 0.0%
Value ($000) $31 Shares 200 Est. Cost $54.98 Unrealized +128.5%
CL Colgate-Palmolive 0.0%
Value ($000) $31 Shares 400 Est. Cost $54.39 Unrealized +23.8%
Adams Diversified Equity Fund Inc Cf 0.0%
Value ($000) $31 Shares 1,894 Est. Cost $14.78 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $31 Shares 295 Est. Cost $60.37 Unrealized +42.8%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $30 Shares 1,037 Est. Cost $25.73 Unrealized +2.9%
HRL Hormel Foods Corp 0.0%
Value ($000) $30 Shares 608 Est. Cost $27.38 Unrealized +57.3%
FE First Energy Corp 0.0%
Value ($000) $30 Shares 1,050 Est. Cost $23.80 Unrealized +5.2%
HSY Hershey Co 0.0%
Value ($000) $29 Shares 200 Est. Cost $74.07 Unrealized +68.6%
KHC Kraft Heinz Co 0.0%
Value ($000) $28 Shares 921 Est. Cost $22.07 Unrealized +17.3%
TMP Tompkins Financial Corp 0.0%
Value ($000) $28 Shares 500 Est. Cost $64.73 Unrealized -19.6%
CMI Cummins Inc 0.0%
Value ($000) $27 Shares 130 Est. Cost $142.91 Unrealized +22.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $27 Shares 232 Est. Cost $120.94 Unrealized
IWO iShares Russell 2000 Growth Index ETF 0.0%
Value ($000) $26 Shares 119 Est. Cost $192.80 Unrealized
General Electric 0.0%
Value ($000) $26 Shares 4,174 Est. Cost $17.83 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $26 Shares 121 Est. Cost $112.80 Unrealized +59.5%
CYRX Cryoport Inc 0.0%
Value ($000) $24 Shares 500 Est. Cost $22.25 Unrealized +82.0%
Unilever N V NY Shares 0.0%
Value ($000) $24 Shares 400 Est. Cost $41.76 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $23 Shares 531 Est. Cost $53.02 Unrealized -19.6%
DOV Dover Corp 0.0%
Value ($000) $23 Shares 210 Est. Cost $73.40 Unrealized +35.8%
TMO Thermo Fisher Corp 0.0%
Value ($000) $22 Shares 50 Est. Cost $196.54 Unrealized +107.3%
Total SA ADR 0.0%
Value ($000) $22 Shares 650 Est. Cost $51.41 Unrealized
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $22 Shares 180 Est. Cost $105588.89 Unrealized
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $22 Shares 130 Est. Cost $182.00 Unrealized -13.6%
American Finance Trust Inc CL A 0.0%
Value ($000) $22 Shares 3,575 Est. Cost $13.24 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $22 Shares 93 Est. Cost $180.37 Unrealized +24.9%
CAJPY Canon Inc Spons ADR 0.0%
Value ($000) $21 Shares 1,239 Est. Cost $23.79 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $21 Shares 455 Est. Cost $48.19 Unrealized -2.0%
IUSV Ishares Tr Core Russell U S Value Etf 0.0%
Value ($000) $21 Shares 389 Est. Cost $51.41 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $21 Shares 202 Est. Cost $39.66 Unrealized +146.3%
AXP American Express 0.0%
Value ($000) $20 Shares 200 Est. Cost $60.98 Unrealized +50.7%
WMB Williams Companies 0.0%
Value ($000) $20 Shares 1,030 Est. Cost $15.69 Unrealized -1.8%
AGCO AGCO Corp 0.0%
Value ($000) $20 Shares 265 Est. Cost $43.68 Unrealized +30.8%
DUK Duke Energy Corp. 0.0%
Value ($000) $19 Shares 215 Est. Cost $54.74 Unrealized +21.9%
HYD Vaneck Vectors High Yield Muni Etf 0.0%
Value ($000) $19 Shares 312 Est. Cost $57.69 Unrealized
IYR iShares US Real Estate Index ETF 0.0%
Value ($000) $19 Shares 235 Est. Cost $68970.56 Unrealized
C Citigroup Inc 0.0%
Value ($000) $19 Shares 430 Est. Cost $56.47 Unrealized -27.4%
MPLX MPLX LP 0.0%
Value ($000) $19 Shares 1,235 Est. Cost $33.20 Unrealized
WRB WR Berkley Corp 0.0%
Value ($000) $18 Shares 292 Est. Cost $17.59 Unrealized +37.9%
Brookfield Infrastructure Corp CLASS A COMMON 0.0%
Value ($000) $18 Shares 333 Est. Cost $45.05 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $18 Shares 253 Est. Cost $31.81 Unrealized +40.5%
ROK Rockwell Automation 0.0%
Value ($000) $18 Shares 80 Est. Cost $93.86 Unrealized +117.0%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $18 Shares 120 Est. Cost $79.17 Unrealized
VFC VF Corp 0.0%
Value ($000) $17 Shares 235 Est. Cost $67.48 Unrealized -4.3%
NVS Novartis AG-ADR 0.0%
Value ($000) $17 Shares 200 Est. Cost $13001.02 Unrealized
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $17 Shares 253 Est. Cost $29.75 Unrealized +97.3%
LEG Leggett & Platt Inc 0.0%
Value ($000) $16 Shares 397 Est. Cost $42.01 Unrealized -5.5%
ENB Enbridge Inc 0.0%
Value ($000) $16 Shares 557 Est. Cost $22.41 Unrealized -1.9%
WWD Woodward INC CORP COMMON 0.0%
Value ($000) $16 Shares 200 Est. Cost $99.77 Unrealized -22.1%
TRV Travelers Co Inc 0.0%
Value ($000) $16 Shares 144 Est. Cost $98.44 Unrealized +4.1%
F Ford Motor Company New 0.0%
Value ($000) $16 Shares 2,462 Est. Cost $5.18 Unrealized -0.9%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $14 Shares 1,522 Est. Cost $7.17 Unrealized +12.6%
OGS One Gas Inc. 0.0%
Value ($000) $14 Shares 196 Est. Cost $82.46 Unrealized -10.6%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $108.16 Unrealized +15.6%
CAG Conagra 0.0%
Value ($000) $14 Shares 400 Est. Cost $26.21 Unrealized +10.5%
UBER Uber Technologies INC 0.0%
Value ($000) $13 Shares 370 Est. Cost $29.67 Unrealized +11.3%
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $13 Shares 249 Est. Cost $48.19 Unrealized
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $11 Shares 210 Est. Cost $42.09 Unrealized +5.7%
CMP Compass Minerals Intl Inc Common 0.0%
Value ($000) $11 Shares 186 Est. Cost $45.95 Unrealized +9.2%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $11 Shares 430 Est. Cost $25.58 Unrealized
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $11 Shares 210 Est. Cost $2568.83 Unrealized
CMC Commercial Metals Co 0.0%
Value ($000) $11 Shares 545 Est. Cost $19.17 Unrealized 0.0%
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $11 Shares 44 Est. Cost $160.00 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $11 Shares 300 Est. Cost $42.84 Unrealized -22.8%
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $10 Shares 16 Est. Cost $460.22 Unrealized +28.2%
LYB Lyondellbasell Industries NV Cl A 0.0%
Value ($000) $10 Shares 144 Est. Cost $54.77 Unrealized -12.2%
BNO United Sts Brent Oil Fund Lp Unit 0.0%
Value ($000) $10 Shares 940 Est. Cost $10.64 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $10 Shares 106 Est. Cost $46.55 Unrealized -12.7%
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $10 Shares 269 Est. Cost $54.72 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $78.49 Unrealized +26.9%
Glaxo Smith Kline PLC 0.0%
Value ($000) $10 Shares 271 Est. Cost $36.90 Unrealized
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $10 Shares 27 Est. Cost $22.49 Unrealized +31.8%
BIIB Biogen Idec Inc 0.0%
Value ($000) $10 Shares 37 Est. Cost $278.91 Unrealized 0.0%
KR Kroger Co 0.0%
Value ($000) $10 Shares 306 Est. Cost $23.93 Unrealized +28.7%
Vmware Inc 0.0%
Value ($000) $9 Shares 65 Est. Cost $154.98 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $9 Shares 239 Est. Cost $15.94 Unrealized +37.4%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $9 Shares 32 Est. Cost $156.25 Unrealized
ROKU Roku Inc Cl A Corp 0.0%
Value ($000) $8 Shares 40 Est. Cost $80.28 Unrealized +97.0%
FVD First Trust Value Line Dividend Index Fund Etf 0.0%
Value ($000) $8 Shares 245 Est. Cost $32.65 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $8 Shares 59 Est. Cost $112.52 Unrealized
DNP Select Income CEF 0.0%
Value ($000) $8 Shares 800 Est. Cost $10.00 Unrealized
OLN Olin Corp 0.0%
Value ($000) $7 Shares 602 Est. Cost $17.44 Unrealized -41.0%
GT Goodyear Tire & Rubber 0.0%
Value ($000) $7 Shares 900 Est. Cost $9.27 Unrealized 0.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $7 Shares 60 Est. Cost $45.80 Unrealized +107.8%
SHAK Shake Shack INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.57 Unrealized +14.6%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $105.11 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.06 Unrealized +13.2%
ECL Ecolab Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $134.27 Unrealized +40.3%
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $5 Shares 458 Est. Cost $18.46 Unrealized
HRB H&R Block Inc 0.0%
Value ($000) $5 Shares 293 Est. Cost $12.11 Unrealized 0.0%
CCL Carnival Corp New F 0.0%
Value ($000) $5 Shares 300 Est. Cost $42.22 Unrealized -63.4%
ADI Analog Devices Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $67.51 Unrealized +57.7%
MCHP Microchip Technology Inc 0.0%
Value ($000) $4 Shares 43 Est. Cost $31.68 Unrealized +47.9%
PENN Penn National Gaming INC CORP COMMON 0.0%
Value ($000) $4 Shares 58 Est. Cost $25.13 Unrealized +95.2%
OXY Occidental Petroleum 0.0%
Value ($000) $4 Shares 408 Est. Cost $51.89 Unrealized -74.4%
Twitter Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
Escrow Altegrity Inc. 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $3 Shares 60 Est. Cost $31.84 Unrealized +30.3%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
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 -0.1%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $3 Shares 337 Est. Cost $9.70 Unrealized -25.0%
HOG Harley Davidson Inc 0.0%
Value ($000) $3 Shares 133 Est. Cost $26.94 Unrealized 0.0%
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $43.89 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $65.43 Unrealized -73.4%
AVA Avista Corp 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.19 Unrealized -22.1%
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $3 Shares 54 Est. Cost $47.48 Unrealized +18.9%
Cit Group Inc 0.0%
Value ($000) $3 Shares 152 Est. Cost $19.74 Unrealized
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $3 Shares 108 Est. Cost $17.13 Unrealized +53.9%
MAC Macerich Co 0.0%
Value ($000) $2 Shares 242 Est. Cost $33.47 Unrealized
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $2 Shares 182 Est. Cost $7.79 Unrealized -14.2%
KKR KKR & Co Inc 0.0%
Value ($000) $2 Shares 69 Est. Cost $33.29 Unrealized 0.0%
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $39.39 Unrealized +34.4%
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $2 Shares 40 Est. Cost $56.67 Unrealized +2.3%
Virtus Total Return Fund Inc CF 0.0%
Value ($000) $2 Shares 208 Est. Cost $9.62 Unrealized
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized -50.5%
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
CC Chemours Common 0.0%
Value ($000) $1 Shares 16 Est. Cost $17.41 Unrealized -8.8%
SKY Skyline Corp 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.00 Unrealized +147.7%
DXC DXC Technology Common 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.96 Unrealized -71.9%
Perspecta INC CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $25.97 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $1 Shares 33 Est. Cost $12.97 Unrealized +27.1%
PBI Pitney Bowes Inc 0.0%
Value ($000) $1 Shares 159 Est. Cost $4.62 Unrealized 0.0%
EQNR Equinor Asa ADR Rep Corp 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
Rockwell Medical INC CORP COMMON 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
PAA Plains All American Pipeline LP 0.0%
Value ($000) $1 Shares 124 Est. Cost $8.06 Unrealized
Rite Aid Corp COMMON 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
Nikola Corporation CORP COMMON 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
Arconic Corp (Pittsburgh) COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
Micro Focus Int'l PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
BP BP PLC ADR - F 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
Mr. Cooper Group Inc Mr Corp 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
KTB Kontoor Brands Inc Corp 0.0%
Value ($000) $1 Shares 33 Est. Cost $32.45 Unrealized -35.5%
Amarin Corporation Plc ADR 0.0%
Value ($000) $1 Shares 130 Est. Cost $23.08 Unrealized