Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 8, 2021

Total Value ($000): $138,725 (100.0% shares, 0.0% debt)

Holdings (336)

XLK SPDR Sector Info Tech ETF 7.2%
Value ($000) $10,052 Shares 75,687 Est. Cost $92.25 Unrealized
IWB iShares Russell 1000 Index ETF 4.3%
Value ($000) $5,949 Shares 26,579 Est. Cost $223.82 Unrealized
IVV iShares Core S&P 500 ETF 3.8%
Value ($000) $5,212 Shares 13,102 Est. Cost $3123.60 Unrealized
XLY SPDR Sector Consumer Discretionary Sector ETF 3.7%
Value ($000) $5,173 Shares 30,780 Est. Cost $125.32 Unrealized
AMZN Amazon.com Inc 3.5%
Value ($000) $4,858 Shares 1,570 Est. Cost $50.96 Unrealized +211.0%
AAPL Apple Inc 2.8%
Value ($000) $3,914 Shares 32,045 Est. Cost $89.01 Unrealized +40.5%
XLF SPDR Sector Financial ETF 2.7%
Value ($000) $3,771 Shares 110,748 Est. Cost $24.19 Unrealized
MSFT Microsoft 2.5%
Value ($000) $3,487 Shares 14,791 Est. Cost $118.36 Unrealized +88.3%
XLC SPDR Sector Communication Srvc ETF 2.5%
Value ($000) $3,462 Shares 47,221 Est. Cost $51.35 Unrealized
BRK/B Berkshire Hathaway Class B 2.0%
Value ($000) $2,839 Shares 11,112 Est. Cost $185.09 Unrealized +31.2%
XLI SPDR Sector Industrials ETF 1.9%
Value ($000) $2,679 Shares 27,207 Est. Cost $78.30 Unrealized
iShares iBonds 12-2024 ETF 1.9%
Value ($000) $2,610 Shares 98,890 Est. Cost $26.44 Unrealized
XLP SPDR Sector Consumer Staples Sector ETF 1.8%
Value ($000) $2,433 Shares 35,623 Est. Cost $60.35 Unrealized
CSCO Cisco Systems 1.6%
Value ($000) $2,155 Shares 41,684 Est. Cost $31.49 Unrealized +29.0%
JKHY Jack Henry & Assoc Inc 1.5%
Value ($000) $2,123 Shares 13,992 Est. Cost $67.14 Unrealized +113.8%
BSV Vanguard Short-Term Bond ETF 1.5%
Value ($000) $2,047 Shares 24,902 Est. Cost $82.52 Unrealized
XLU SPDR Sector Utilities ETF 1.4%
Value ($000) $1,974 Shares 30,824 Est. Cost $59.61 Unrealized
JPM JPMorgan Chase & Co 1.3%
Value ($000) $1,789 Shares 11,753 Est. Cost $51.21 Unrealized +148.5%
VUG Vanguard Growth Index ETF 1.3%
Value ($000) $1,787 Shares 6,952 Est. Cost $120.77 Unrealized
XLB SPDR Sector Basic Materials ETF 1.3%
Value ($000) $1,777 Shares 22,552 Est. Cost $58.24 Unrealized
DE Deere & Co 1.2%
Value ($000) $1,628 Shares 4,351 Est. Cost $88.97 Unrealized +245.6%
JNJ Johnson & Johnson 1.2%
Value ($000) $1,625 Shares 9,889 Est. Cost $97.08 Unrealized +45.0%
GOOGL Alphabet Inc - A 1.2%
Value ($000) $1,615 Shares 783 Est. Cost $42.88 Unrealized +128.4%
MRK Merck & Co Inc 1.1%
Value ($000) $1,523 Shares 19,759 Est. Cost $61.36 Unrealized +2.8%
iShares iBonds 12-2022 ETF 1.1%
Value ($000) $1,514 Shares 59,470 Est. Cost $25.59 Unrealized
iShares iBonds 12-2023 ETF 1.1%
Value ($000) $1,494 Shares 57,145 Est. Cost $26.20 Unrealized
INTC Intel Corp 1.1%
Value ($000) $1,473 Shares 23,008 Est. Cost $42.20 Unrealized +28.2%
CVS CVS Corporation 1.0%
Value ($000) $1,352 Shares 17,967 Est. Cost $54.92 Unrealized +13.4%
GILD Gilead Sciences Inc 0.9%
Value ($000) $1,296 Shares 20,045 Est. Cost $52.23 Unrealized +2.1%
iShares iBonds 12-2021 ETF 0.9%
Value ($000) $1,219 Shares 49,047 Est. Cost $25.05 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.9%
Value ($000) $1,197 Shares 11,032 Est. Cost $17817.97 Unrealized
CAT Caterpillar Inc 0.8%
Value ($000) $1,174 Shares 5,065 Est. Cost $74.87 Unrealized +152.5%
MUB iShares National Muni Bond Index ETF 0.8%
Value ($000) $1,125 Shares 9,693 Est. Cost $109.86 Unrealized
BMY Bristol-Myers Squibb 0.8%
Value ($000) $1,092 Shares 17,293 Est. Cost $42.05 Unrealized +21.4%
LARK Landmark Bancshares 0.8%
Value ($000) $1,076 Shares 40,742 Est. Cost $18.06 Unrealized +17.2%
GSY Invesco Ultra Short Duration ETF 0.8%
Value ($000) $1,072 Shares 21,245 Est. Cost $50.47 Unrealized
VNLA Janus Henderson Short Duration Income ETF 0.8%
Value ($000) $1,071 Shares 21,344 Est. Cost $50.30 Unrealized
XLV SPDR Sector Health Care ETF 0.8%
Value ($000) $1,056 Shares 9,050 Est. Cost $93.23 Unrealized
XLE SPDR Sector Energy ETF 0.8%
Value ($000) $1,054 Shares 21,487 Est. Cost $50.24 Unrealized
T AT&T Inc 0.8%
Value ($000) $1,047 Shares 34,595 Est. Cost $15.63 Unrealized +3.3%
VIG Vanguard Dividend Appreciation Index ETF 0.7%
Value ($000) $1,028 Shares 6,988 Est. Cost $81.76 Unrealized
LMT Lockheed Martin Corp 0.7%
Value ($000) $1,018 Shares 2,756 Est. Cost $286.81 Unrealized +4.6%
MCD McDonald's Corp 0.7%
Value ($000) $1,010 Shares 4,507 Est. Cost $156.04 Unrealized +22.6%
VEA Vanguard FTSE Developed Markets ETF 0.7%
Value ($000) $1,006 Shares 20,490 Est. Cost $3819.75 Unrealized
AMT American Tower REIT 0.7%
Value ($000) $989 Shares 4,137 Est. Cost $96.47 Unrealized +99.3%
PFE Pfizer 0.7%
Value ($000) $971 Shares 26,795 Est. Cost $28.14 Unrealized -0.4%
VTV Vanguard Value ETF 0.7%
Value ($000) $960 Shares 7,300 Est. Cost $92.07 Unrealized
EFA iShares MSCI EAFE Index ETF 0.7%
Value ($000) $960 Shares 12,647 Est. Cost $60.90 Unrealized
V Visa Inc Class A 0.7%
Value ($000) $913 Shares 4,313 Est. Cost $122.58 Unrealized +65.7%
PEP Pepsico Inc 0.6%
Value ($000) $841 Shares 5,945 Est. Cost $85.09 Unrealized +38.6%
BK Bank Of New York Mellon Corp 0.6%
Value ($000) $809 Shares 17,103 Est. Cost $36.08 Unrealized +6.1%
BRK/A Berkshire Hathaway Class A 0.6%
Value ($000) $771 Shares 2 Est. Cost $256161.70 Unrealized +43.1%
XLRE SPDR Sector Real Estate ETF 0.5%
Value ($000) $747 Shares 18,906 Est. Cost $35.64 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $734 Shares 2,406 Est. Cost $105.92 Unrealized +130.8%
VTI Vanguard US Total Stock Market ETF 0.5%
Value ($000) $723 Shares 3,499 Est. Cost $16005.25 Unrealized
Blackrock Inc 0.5%
Value ($000) $663 Shares 879 Est. Cost $1865.04 Unrealized
SPY SPDR S&P 500 Index ETF 0.5%
Value ($000) $652 Shares 1,645 Est. Cost $8662.50 Unrealized
UNP Union Pacific 0.5%
Value ($000) $648 Shares 2,939 Est. Cost $121.15 Unrealized +55.3%
ARKK Ark Innovation ETF 0.4%
Value ($000) $618 Shares 5,151 Est. Cost $119.98 Unrealized
BA Boeing 0.4%
Value ($000) $594 Shares 2,331 Est. Cost $266.34 Unrealized -16.5%
KO Coca Cola Company 0.4%
Value ($000) $579 Shares 10,982 Est. Cost $36.59 Unrealized +18.6%
FBL Financial Group Inc A 0.4%
Value ($000) $559 Shares 10,000 Est. Cost $61.50 Unrealized
AMGN Amgen Inc 0.4%
Value ($000) $556 Shares 2,234 Est. Cost $148.90 Unrealized +37.5%
UNH Unitedhealth Group Inc 0.4%
Value ($000) $534 Shares 1,434 Est. Cost $234.65 Unrealized +36.2%
Cerner Corp 0.4%
Value ($000) $513 Shares 7,136 Est. Cost $67.02 Unrealized
Patterson Companies 0.4%
Value ($000) $492 Shares 15,400 Est. Cost $25.44 Unrealized
CAH Cardinal Health Inc. 0.3%
Value ($000) $480 Shares 7,908 Est. Cost $48.23 Unrealized +1.4%
EVRG Evergy INC CORP COMMON 0.3%
Value ($000) $475 Shares 7,977 Est. Cost $41.86 Unrealized +8.6%
RTX Raytheon Technologies Corp COMMON 0.3%
Value ($000) $458 Shares 5,933 Est. Cost $65.24 Unrealized 0.0%
Kellogg Co 0.3%
Value ($000) $453 Shares 7,159 Est. Cost $46.86 Unrealized +0.3%
ORCL Oracle Systems Corp 0.3%
Value ($000) $446 Shares 6,357 Est. Cost $49.41 Unrealized +22.7%
SPG Simon Property Group 0.3%
Value ($000) $443 Shares 3,890 Est. Cost $61.25 Unrealized +30.5%
ADP Automatic Data Processing 0.3%
Value ($000) $425 Shares 2,254 Est. Cost $122.19 Unrealized +28.2%
GD General Dynamics Corp 0.3%
Value ($000) $425 Shares 2,340 Est. Cost $150.42 Unrealized -2.3%
SBUX Starbucks Corporation 0.3%
Value ($000) $423 Shares 3,869 Est. Cost $70.20 Unrealized +33.9%
CMCSA Comcast Corp Class A 0.3%
Value ($000) $398 Shares 7,357 Est. Cost $35.77 Unrealized +29.0%
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $397 Shares 2,923 Est. Cost $26.31 Unrealized +64.6%
Discover Financial Services 0.3%
Value ($000) $379 Shares 3,995 Est. Cost $43.48 Unrealized
HDV iShares Core High Dividend ETF 0.3%
Value ($000) $375 Shares 3,952 Est. Cost $72.57 Unrealized
UPS United Parcel Service 0.3%
Value ($000) $372 Shares 2,191 Est. Cost $79.25 Unrealized +66.5%
AMAT Applied Materials 0.3%
Value ($000) $368 Shares 2,754 Est. Cost $51.32 Unrealized +106.0%
IBM IBM Corporation 0.3%
Value ($000) $354 Shares 2,659 Est. Cost $97.28 Unrealized +0.8%
TSLA Tesla Motors Inc 0.3%
Value ($000) $351 Shares 525 Est. Cost $98.43 Unrealized +155.1%
TROW T Rowe Price Group Inc 0.3%
Value ($000) $350 Shares 2,038 Est. Cost $89.85 Unrealized +46.8%
AGG iShares Core Total U.S. Bond Market Index ETF 0.2%
Value ($000) $341 Shares 2,998 Est. Cost $178.50 Unrealized
CTSH Cognizant Tech Solutions 0.2%
Value ($000) $340 Shares 4,350 Est. Cost $52.77 Unrealized +35.7%
Discovery Communications 0.2%
Value ($000) $336 Shares 7,739 Est. Cost $26.42 Unrealized
VZ Verizon Communications 0.2%
Value ($000) $334 Shares 5,740 Est. Cost $39.80 Unrealized +6.1%
GOOG Alphabet Inc - C 0.2%
Value ($000) $325 Shares 157 Est. Cost $52.86 Unrealized +86.3%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.2%
Value ($000) $324 Shares 5,031 Est. Cost $57.23 Unrealized
MDY SPDR S&P MidCap 400 Index ETF 0.2%
Value ($000) $321 Shares 675 Est. Cost $262.64 Unrealized
COP Conocophillips 0.2%
Value ($000) $308 Shares 5,823 Est. Cost $40.99 Unrealized +1.0%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $306 Shares 2,204 Est. Cost $106.72 Unrealized +3.9%
HON Honeywell International 0.2%
Value ($000) $302 Shares 1,391 Est. Cost $104.05 Unrealized +69.8%
ABBV AbbVie Inc 0.2%
Value ($000) $298 Shares 2,753 Est. Cost $52.85 Unrealized +68.2%
HAL Halliburton Company 0.2%
Value ($000) $282 Shares 13,137 Est. Cost $15.27 Unrealized +25.3%
SPGI S&P Global Inc 0.2%
Value ($000) $282 Shares 800 Est. Cost $96.34 Unrealized +231.7%
SLB Schlumberger Ltd 0.2%
Value ($000) $272 Shares 9,994 Est. Cost $20.70 Unrealized +14.5%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $266 Shares 1,022 Est. Cost $6498.24 Unrealized
CBSH Commerce Bancshares Inc 0.2%
Value ($000) $254 Shares 3,316 Est. Cost $42.15 Unrealized +31.9%
TD Toronto Dominion Bank 0.2%
Value ($000) $236 Shares 3,620 Est. Cost $51.30 Unrealized +19.0%
COST Costco Wholesale Corp 0.2%
Value ($000) $233 Shares 661 Est. Cost $279.18 Unrealized +18.1%
XOM Exxon Mobil Corp 0.2%
Value ($000) $231 Shares 4,138 Est. Cost $55.00 Unrealized -21.3%
ABT Abbott Labs Common 0.2%
Value ($000) $213 Shares 1,778 Est. Cost $44.74 Unrealized +142.8%
LLY Eli Lilly & Co 0.2%
Value ($000) $213 Shares 1,138 Est. Cost $62.52 Unrealized +197.6%
TXN Texas Instruments 0.1%
Value ($000) $202 Shares 1,067 Est. Cost $64.34 Unrealized +135.3%
EMR Emerson Electric 0.1%
Value ($000) $202 Shares 2,244 Est. Cost $53.88 Unrealized +44.4%
EA Electronic Arts Inc 0.1%
Value ($000) $195 Shares 1,440 Est. Cost $134.93 Unrealized 0.0%
NEE Nextera Energy Inc 0.1%
Value ($000) $194 Shares 2,560 Est. Cost $55.28 Unrealized +24.5%
XEL Xcel Energy Inc 0.1%
Value ($000) $192 Shares 2,882 Est. Cost $57.55 Unrealized -6.1%
MMM 3M Company 0.1%
Value ($000) $188 Shares 975 Est. Cost $106.53 Unrealized +17.4%
EMN Eastman Chemical Co 0.1%
Value ($000) $173 Shares 1,569 Est. Cost $60.90 Unrealized +49.9%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $151 Shares 204 Est. Cost $251.58 Unrealized 0.0%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $149 Shares 1,598 Est. Cost $1415.22 Unrealized
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $145 Shares 596 Est. Cost $107.41 Unrealized
USB US Bancorp New 0.1%
Value ($000) $142 Shares 2,565 Est. Cost $29.81 Unrealized +35.2%
ADM Archer-Daniels-Midland 0.1%
Value ($000) $142 Shares 2,493 Est. Cost $33.60 Unrealized +42.7%
BAC Bank Of America 0.1%
Value ($000) $142 Shares 3,670 Est. Cost $18.37 Unrealized +66.8%
HWKN Hawkins Inc 0.1%
Value ($000) $139 Shares 4,160 Est. Cost $27.78 Unrealized +10.8%
SCI Service Corp International 0.1%
Value ($000) $135 Shares 2,650 Est. Cost $28.84 Unrealized +73.7%
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $134 Shares 1,835 Est. Cost $56.93 Unrealized
WFC Wells Fargo & Co New 0.1%
Value ($000) $132 Shares 3,375 Est. Cost $34.29 Unrealized -7.8%
NKE Nike Inc Cl B 0.1%
Value ($000) $130 Shares 978 Est. Cost $53.03 Unrealized +144.3%
OGE OGE Energy Corp 0.1%
Value ($000) $129 Shares 4,000 Est. Cost $31.57 Unrealized -0.2%
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $128 Shares 988 Est. Cost $123.34 Unrealized
PRU Prudential Financial 0.1%
Value ($000) $128 Shares 1,400 Est. Cost $51.06 Unrealized +32.8%
META Facebook Inc Class A 0.1%
Value ($000) $126 Shares 429 Est. Cost $182.71 Unrealized +46.3%
IWP iShares Russell Midcap Growth Index ETF 0.1%
Value ($000) $124 Shares 1,218 Est. Cost $100.03 Unrealized
GS Goldman Sachs Grp Inc 0.1%
Value ($000) $122 Shares 374 Est. Cost $168.73 Unrealized +64.1%
ELV Anthem Inc. 0.1%
Value ($000) $120 Shares 333 Est. Cost $191.44 Unrealized +57.1%
SCZ iShares MSCI EAFE Small-Cap ETF 0.1%
Value ($000) $119 Shares 1,660 Est. Cost $64.41 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $118 Shares 871 Est. Cost $105.53 Unrealized +9.6%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $113 Shares 2,177 Est. Cost $5102.66 Unrealized
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $108 Shares 1,068 Est. Cost $85.39 Unrealized
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $107 Shares 2,000 Est. Cost $44.93 Unrealized
BSX Boston Scientific Corp 0.1%
Value ($000) $103 Shares 2,666 Est. Cost $27.58 Unrealized +37.2%
MA Mastercard Inc Class A 0.1%
Value ($000) $103 Shares 289 Est. Cost $84.50 Unrealized +301.9%
PSA Public Storage Inc 0.1%
Value ($000) $100 Shares 406 Est. Cost $151.92 Unrealized +23.9%
CVX Chevron Corp 0.1%
Value ($000) $99 Shares 944 Est. Cost $76.86 Unrealized +3.5%
GLW Corning Inc 0.1%
Value ($000) $98 Shares 2,245 Est. Cost $20.97 Unrealized +60.2%
FNDF Schwab Fundamental Intl Large Co ETF 0.1%
Value ($000) $95 Shares 2,960 Est. Cost $24.20 Unrealized
EL Lauder Estee Cos Inc Class A 0.1%
Value ($000) $93 Shares 320 Est. Cost $255.03 Unrealized 0.0%
CMI Cummins Inc 0.1%
Value ($000) $93 Shares 359 Est. Cost $192.83 Unrealized +15.1%
DOW Dow INC CORP COMMON 0.1%
Value ($000) $93 Shares 1,458 Est. Cost $33.49 Unrealized +36.8%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $89 Shares 401 Est. Cost $154.69 Unrealized
SO Southern Company Inc 0.1%
Value ($000) $85 Shares 1,370 Est. Cost $30.72 Unrealized +62.2%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $84 Shares 671 Est. Cost $114.73 Unrealized
MBB iShares Barclays MBS Bond ETF 0.1%
Value ($000) $80 Shares 739 Est. Cost $108.25 Unrealized
IWS iShares Russell MidCap Value Index ETF 0.1%
Value ($000) $78 Shares 717 Est. Cost $81.27 Unrealized
PSX Phillips 66 0.1%
Value ($000) $77 Shares 944 Est. Cost $69.84 Unrealized -7.1%
TSN Tyson Foods Cl A 0.1%
Value ($000) $71 Shares 960 Est. Cost $31.83 Unrealized +87.0%
HPQ Hp Inc Common 0.1%
Value ($000) $71 Shares 2,225 Est. Cost $12.51 Unrealized +86.5%
IDA Idacorp Inc 0.1%
Value ($000) $70 Shares 700 Est. Cost $59.55 Unrealized +53.5%
FE First Energy Corp 0.0%
Value ($000) $69 Shares 1,981 Est. Cost $25.20 Unrealized +6.3%
LOW Lowes Companies Inc 0.0%
Value ($000) $67 Shares 350 Est. Cost $77.00 Unrealized +103.9%
OKE Oneok Inc New 0.0%
Value ($000) $66 Shares 1,311 Est. Cost $35.35 Unrealized -2.4%
NOC Northrop Grumman Corp 0.0%
Value ($000) $65 Shares 200 Est. Cost $137.50 Unrealized +102.3%
PZA Invesco National Amt-Free Muni ETF 0.0%
Value ($000) $64 Shares 2,404 Est. Cost $26.62 Unrealized
ITM Vaneck Vectors Intermediate Muni ETF 0.0%
Value ($000) $64 Shares 1,248 Est. Cost $51.28 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $61 Shares 850 Est. Cost $48.83 Unrealized +20.9%
CB Chubb Limited 0.0%
Value ($000) $59 Shares 374 Est. Cost $115.31 Unrealized +30.3%
CLX Clorox Company 0.0%
Value ($000) $58 Shares 300 Est. Cost $88.13 Unrealized +87.3%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $58 Shares 261 Est. Cost $74.65 Unrealized +147.8%
BANF Bancfirst Corp 0.0%
Value ($000) $57 Shares 800 Est. Cost $33.51 Unrealized +80.3%
BBY Best Buy Co Inc 0.0%
Value ($000) $57 Shares 499 Est. Cost $54.37 Unrealized +66.6%
BIIB Biogen Idec Inc 0.0%
Value ($000) $56 Shares 200 Est. Cost $264.71 Unrealized +1.9%
NFLX Netflix, Inc. 0.0%
Value ($000) $55 Shares 105 Est. Cost $9.61 Unrealized +452.2%
CSX CSX Corp 0.0%
Value ($000) $52 Shares 543 Est. Cost $9.91 Unrealized +188.4%
JOE St Joe Co 0.0%
Value ($000) $51 Shares 1,200 Est. Cost $31.84 Unrealized +50.2%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $50 Shares 690 Est. Cost $68.92 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $50 Shares 645 Est. Cost $18.60 Unrealized +56.3%
General Electric 0.0%
Value ($000) $50 Shares 3,821 Est. Cost $17.83 Unrealized
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value ($000) $49 Shares 861 Est. Cost $56.91 Unrealized
iShares iBonds 12-2025 ETF 0.0%
Value ($000) $49 Shares 1,817 Est. Cost $26.97 Unrealized
SMG Scotts Miracle-Grow 0.0%
Value ($000) $49 Shares 200 Est. Cost $54.98 Unrealized +243.2%
WM Waste Management Inc 0.0%
Value ($000) $49 Shares 381 Est. Cost $73.45 Unrealized +47.3%
ViacomCBS Inc Cl B 0.0%
Value ($000) $46 Shares 1,018 Est. Cost $14.02 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $45 Shares 850 Est. Cost $38.82 Unrealized
BND Vanguard Total Bond Index ETF 0.0%
Value ($000) $45 Shares 535 Est. Cost $81.56 Unrealized
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $44 Shares 991 Est. Cost $39.35 Unrealized
NTRS Northern Trust Company 0.0%
Value ($000) $42 Shares 400 Est. Cost $60.19 Unrealized +40.3%
MU Micron Technology Inc 0.0%
Value ($000) $40 Shares 455 Est. Cost $48.19 Unrealized +71.8%
TGT Target Corporation 0.0%
Value ($000) $40 Shares 200 Est. Cost $89.28 Unrealized +82.8%
IBDR iShares iBonds 12-2026 ETF 0.0%
Value ($000) $39 Shares 1,495 Est. Cost $26.09 Unrealized
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $37 Shares 793 Est. Cost $25.73 Unrealized +62.9%
IWO iShares Russell 2000 Growth Index ETF 0.0%
Value ($000) $36 Shares 119 Est. Cost $192.80 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $36 Shares 171 Est. Cost $126.90 Unrealized +73.3%
CTAS Cintas Corp Common 0.0%
Value ($000) $35 Shares 102 Est. Cost $27.09 Unrealized +198.7%
MDT Medtronic PLC 0.0%
Value ($000) $35 Shares 295 Est. Cost $65.14 Unrealized +56.1%
IP International Paper Co 0.0%
Value ($000) $34 Shares 630 Est. Cost $30.43 Unrealized +29.6%
HSY Hershey Co 0.0%
Value ($000) $32 Shares 200 Est. Cost $74.07 Unrealized +81.0%
CL Colgate-Palmolive 0.0%
Value ($000) $32 Shares 400 Est. Cost $56.12 Unrealized +24.7%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $32 Shares 338 Est. Cost $75.08 Unrealized -1.3%
MPLX MPLX LP 0.0%
Value ($000) $32 Shares 1,235 Est. Cost $33.20 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $32 Shares 121 Est. Cost $131.07 Unrealized +74.6%
Total SA ADR 0.0%
Value ($000) $31 Shares 666 Est. Cost $51.04 Unrealized
FSK FS KKR Capital Corp COMMON 0.0%
Value ($000) $31 Shares 1,545 Est. Cost $9.32 Unrealized 0.0%
RJF Raymond James Financial Inc 0.0%
Value ($000) $31 Shares 253 Est. Cost $31.81 Unrealized +118.4%
CNI Canadian National Railway Co 0.0%
Value ($000) $31 Shares 269 Est. Cost $97.95 Unrealized +3.2%
C Citigroup Inc 0.0%
Value ($000) $30 Shares 410 Est. Cost $56.47 Unrealized -0.5%
INGR Ingredion Inc 0.0%
Value ($000) $29 Shares 318 Est. Cost $85.49 Unrealized 0.0%
VLO Valero Energy Corp New 0.0%
Value ($000) $29 Shares 404 Est. Cost $57.15 Unrealized +0.1%
DIS Walt Disney Company 0.0%
Value ($000) $29 Shares 158 Est. Cost $107.60 Unrealized +67.4%
DOV Dover Corp 0.0%
Value ($000) $29 Shares 210 Est. Cost $73.40 Unrealized +62.9%
D Dominion Resources Inc 0.0%
Value ($000) $29 Shares 383 Est. Cost $57.31 Unrealized +2.0%
AXP American Express 0.0%
Value ($000) $28 Shares 200 Est. Cost $60.98 Unrealized +103.9%
TMP Tompkins Financial Corp 0.0%
Value ($000) $28 Shares 334 Est. Cost $64.73 Unrealized +1.2%
CAJPY Canon Inc Spons ADR 0.0%
Value ($000) $28 Shares 1,244 Est. Cost $23.52 Unrealized
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $26 Shares 130 Est. Cost $182.00 Unrealized -6.8%
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $25 Shares 299 Est. Cost $83.61 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $25 Shares 202 Est. Cost $39.66 Unrealized +189.0%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $25 Shares 1,901 Est. Cost $9.17 Unrealized +1.6%
WWD Woodward INC CORP COMMON 0.0%
Value ($000) $24 Shares 200 Est. Cost $99.77 Unrealized +15.7%
TMO Thermo Fisher Corp 0.0%
Value ($000) $24 Shares 53 Est. Cost $212.08 Unrealized +122.1%
Adams Diversified Equity Fund Inc CEF 0.0%
Value ($000) $24 Shares 1,328 Est. Cost $14.90 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $23 Shares 93 Est. Cost $187.15 Unrealized +20.6%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $23 Shares 63 Est. Cost $365.08 Unrealized
WMB Williams Companies 0.0%
Value ($000) $23 Shares 952 Est. Cost $15.69 Unrealized +13.6%
OLN Olin Corp 0.0%
Value ($000) $23 Shares 602 Est. Cost $17.44 Unrealized +57.7%
TRV Travelers Co Inc 0.0%
Value ($000) $22 Shares 144 Est. Cost $98.44 Unrealized +35.3%
IYR iShares US Real Estate Index ETF 0.0%
Value ($000) $22 Shares 235 Est. Cost $68970.56 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $22 Shares 400 Est. Cost $60.00 Unrealized
WRB WR Berkley Corp 0.0%
Value ($000) $22 Shares 292 Est. Cost $17.59 Unrealized +55.7%
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 0.0%
Value ($000) $22 Shares 237 Est. Cost $92.83 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $21 Shares 463 Est. Cost $42.14 Unrealized +5.6%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $21 Shares 240 Est. Cost $81.25 Unrealized
UBER Uber Technologies INC 0.0%
Value ($000) $20 Shares 370 Est. Cost $29.67 Unrealized +88.1%
ENB Enbridge Inc 0.0%
Value ($000) $20 Shares 557 Est. Cost $22.41 Unrealized +14.0%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $20 Shares 180 Est. Cost $105588.89 Unrealized
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $20 Shares 253 Est. Cost $29.75 Unrealized +144.5%
SCHO Schwab Short Term US Treasury ETF 0.0%
Value ($000) $19 Shares 374 Est. Cost $50.80 Unrealized
VFC VF Corp 0.0%
Value ($000) $19 Shares 235 Est. Cost $69.87 Unrealized +16.2%
F Ford Motor Company New 0.0%
Value ($000) $19 Shares 1,515 Est. Cost $5.18 Unrealized +67.4%
HYD Vaneck Vectors High Yield Muni ETF 0.0%
Value ($000) $18 Shares 282 Est. Cost $63.83 Unrealized
DG Dollar Gen Corp New Common 0.0%
Value ($000) $18 Shares 88 Est. Cost $133.95 Unrealized +37.7%
LUV Southwest Airlines 0.0%
Value ($000) $18 Shares 300 Est. Cost $42.84 Unrealized +15.5%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $18 Shares 82 Est. Cost $219.51 Unrealized
Brookfield Infrastructure Corp CLASS A COMMON 0.0%
Value ($000) $17 Shares 222 Est. Cost $45.05 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $17 Shares 249 Est. Cost $48.19 Unrealized
AEP American Electrical Power Inc 0.0%
Value ($000) $17 Shares 200 Est. Cost $58.62 Unrealized +15.1%
ALL Allstate Corp 0.0%
Value ($000) $17 Shares 150 Est. Cost $78.08 Unrealized +25.1%
NVS Novartis AG-ADR 0.0%
Value ($000) $17 Shares 200 Est. Cost $11220.85 Unrealized
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $16 Shares 210 Est. Cost $42.09 Unrealized +39.2%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $16 Shares 100 Est. Cost $108.16 Unrealized +37.5%
BABA Alibaba Group Hldg Ltd Sponsored Ads 0.0%
Value ($000) $16 Shares 69 Est. Cost $231.88 Unrealized
BNO United Sts Brent Oil Fund Lp Unit 0.0%
Value ($000) $15 Shares 940 Est. Cost $10.64 Unrealized
SHM SPDR Nuveen Short Term Muni Bond ETF 0.0%
Value ($000) $15 Shares 308 Est. Cost $48.70 Unrealized
OGS One Gas Inc. 0.0%
Value ($000) $15 Shares 196 Est. Cost $82.46 Unrealized -11.5%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $15 Shares 102 Est. Cost $121.44 Unrealized
CAG Conagra 0.0%
Value ($000) $15 Shares 400 Est. Cost $26.21 Unrealized +8.3%
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $14 Shares 176 Est. Cost $95.40 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $14 Shares 160 Est. Cost $87.50 Unrealized
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $14 Shares 548 Est. Cost $25.55 Unrealized
PCY Invesco Emerging Markets Sovereign Debt ETF 0.0%
Value ($000) $13 Shares 480 Est. Cost $27.08 Unrealized
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $13 Shares 846 Est. Cost $7.17 Unrealized +66.9%
ROKU Roku Inc Cl A Corp 0.0%
Value ($000) $13 Shares 40 Est. Cost $80.28 Unrealized +388.2%
CMP Compass Minerals Intl Inc Common 0.0%
Value ($000) $13 Shares 207 Est. Cost $47.18 Unrealized +26.3%
Twitter Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $47.50 Unrealized
IYG iShares Financial Services ETF 0.0%
Value ($000) $12 Shares 69 Est. Cost $112.28 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $78.49 Unrealized +46.2%
Invesco Bulletshares 2022 Corp Bond ETF 0.0%
Value ($000) $11 Shares 524 Est. Cost $20.99 Unrealized
EZU iShares MSCI Eurozone ETF 0.0%
Value ($000) $11 Shares 243 Est. Cost $45.27 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $11 Shares 106 Est. Cost $46.55 Unrealized -15.1%
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $11 Shares 210 Est. Cost $2568.83 Unrealized
SHAK Shake Shack INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $50.57 Unrealized +126.3%
CCL Carnival Corp New F 0.0%
Value ($000) $11 Shares 400 Est. Cost $36.11 Unrealized -34.7%
PHM Pulte Homes Inc 0.0%
Value ($000) $10 Shares 200 Est. Cost $44.49 Unrealized 0.0%
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $10 Shares 16 Est. Cost $460.22 Unrealized +35.8%
QCOM Qualcomm Inc 0.0%
Value ($000) $10 Shares 75 Est. Cost $62.58 Unrealized +107.3%
QQQ Invesco Qqq Trust Series 1 Invsc Srs ETF 0.0%
Value ($000) $10 Shares 32 Est. Cost $156.25 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $10 Shares 452 Est. Cost $19.91 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $10 Shares 239 Est. Cost $15.94 Unrealized +58.4%
FVD First Trust Value Line Dividend Index Fund Etf 0.0%
Value ($000) $9 Shares 245 Est. Cost $32.65 Unrealized
EPP iShares MSCI Pacific Ex Japan ETF 0.0%
Value ($000) $8 Shares 160 Est. Cost $50.00 Unrealized
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $8 Shares 253 Est. Cost $31.62 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $8 Shares 59 Est. Cost $112.52 Unrealized
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $8 Shares 458 Est. Cost $18.46 Unrealized
DNP Select Income CEF 0.0%
Value ($000) $8 Shares 800 Est. Cost $10.00 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $8 Shares 50 Est. Cost $105.11 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $8 Shares 308 Est. Cost $51.89 Unrealized -54.6%
KR Kroger Co 0.0%
Value ($000) $7 Shares 200 Est. Cost $23.93 Unrealized +28.7%
SWX Southwest Gas Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.06 Unrealized +7.3%
TLT iShares Lehman 20 Yr Pls Treasury Bd ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $140.00 Unrealized
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $6 Shares 174 Est. Cost $34.48 Unrealized
VMBS Vanguard MBS Index ETF 0.0%
Value ($000) $6 Shares 113 Est. Cost $53.10 Unrealized
ANGL Vaneck Vectors Fallen Angel High Yield Bd ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
PENN Penn National Gaming INC CORP COMMON 0.0%
Value ($000) $6 Shares 58 Est. Cost $25.13 Unrealized +340.7%
Spirit Aerosystems Holdings INC Hldgs A 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $5 Shares 10 Est. Cost $22.49 Unrealized +85.2%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $5 Shares 108 Est. Cost $20.76 Unrealized +75.6%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5 Shares 337 Est. Cost $9.70 Unrealized +24.1%
FDN First Trust Dow Jones Internet Index ETF 0.0%
Value ($000) $5 Shares 21 Est. Cost $238.10 Unrealized
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $5 Shares 48 Est. Cost $104.17 Unrealized
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $31.84 Unrealized +94.5%
PGX Invesco Preferred ETF 0.0%
Value ($000) $5 Shares 365 Est. Cost $13.70 Unrealized
HYG iShares IBOXX High Yield Corp Bond Index ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $5 Shares 41 Est. Cost $43.89 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $5 Shares 200 Est. Cost $65.43 Unrealized -57.8%
ECL Ecolab Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $134.27 Unrealized +50.1%
ADI Analog Devices Inc 0.0%
Value ($000) $5 Shares 35 Est. Cost $99.09 Unrealized +42.4%
GHYG iShares US & Intl HY Corp Bond ETF 0.0%
Value ($000) $5 Shares 103 Est. Cost $48.54 Unrealized
IUSV Ishares Tr Core Russell U S Value ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $51.41 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $4 Shares 90 Est. Cost $22.07 Unrealized +29.7%
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $4 Shares 54 Est. Cost $50.22 Unrealized +20.9%
IBB iShares Nasdaq Biotech ETF 0.0%
Value ($000) $4 Shares 26 Est. Cost $153.85 Unrealized
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $3 Shares 40 Est. Cost $56.67 Unrealized +23.1%
HYLB Xtrackers USD HY Corporate Bond ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
EWL iShares MSCI Switzerland ETF 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
Canopy Growth Corp COMMON 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $240.18 Unrealized 0.0%
MAC Macerich Co 0.0%
Value ($000) $3 Shares 242 Est. Cost $33.47 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $31.68 Unrealized +113.2%
SKY Skyline Corp 0.0%
Value ($000) $2 Shares 55 Est. Cost $11.00 Unrealized +265.1%
ONLN ProShares Online Retail ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
Virtus Total Return Fund Inc CF 0.0%
Value ($000) $2 Shares 208 Est. Cost $9.62 Unrealized
GWX SPDR S&P Intl Small Cap ETF 0.0%
Value ($000) $2 Shares 63 Est. Cost $31.75 Unrealized
EWD iShares MSCI Sweden Index ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $467.43 Unrealized 0.0%
EMB iShares JPMorgan USD EM Bond ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
Escrow Altegrity Inc. 0.0%
Value ($000) $2 Shares 200 Est. Cost $20.00 Unrealized
KTB Kontoor Brands Inc Corp 0.0%
Value ($000) $2 Shares 33 Est. Cost $32.45 Unrealized +37.7%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $2 Shares 6 Est. Cost $285.88 Unrealized 0.0%
DXC DXC Technology Common 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.96 Unrealized -57.8%
ITT ITT Inc. 0.0%
Value ($000) $1 Shares 16 Est. Cost $82.49 Unrealized 0.0%
FUTY Fidelity MSCI Utilities Index ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
CMBS iShares CMBS ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
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
RCL Royal Caribbean Cruises Ltd Group 0.0%
Value ($000) $1 Shares 5 Est. Cost $77.92 Unrealized 0.0%
Nikola Corporation CORP COMMON 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
Perspecta INC CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $25.97 Unrealized
SRVR Pacer Benchmark Data & Infrastructure ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
TJX TJX Cos Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.28 Unrealized 0.0%
OXY/WS Occidental Petroleum Corp Eqy Warrant Exp 8/3/27 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $1 Shares 19 Est. Cost $44.61 Unrealized 0.0%
Micro Focus Int'l PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized