Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 14, 2021

Total Value ($000): $142,561 (100.0% shares, 0.0% debt)

Holdings (305)

XLK SPDR Sector Info Tech ETF 5.8%
Value ($000) $8,294 Shares 56,168 Est. Cost $92.25 Unrealized
IWB iShares Russell 1000 Index ETF 4.4%
Value ($000) $6,332 Shares 26,158 Est. Cost $223.82 Unrealized
IVV iShares Core S&P 500 ETF 3.9%
Value ($000) $5,576 Shares 12,969 Est. Cost $3123.60 Unrealized
XLY SPDR Sector Consumer Discretionary Sector ETF 3.8%
Value ($000) $5,453 Shares 30,540 Est. Cost $125.32 Unrealized
AMZN Amazon.com Inc 3.8%
Value ($000) $5,435 Shares 1,580 Est. Cost $50.96 Unrealized +226.1%
MSFT Microsoft 3.3%
Value ($000) $4,773 Shares 17,620 Est. Cost $138.65 Unrealized +76.5%
AAPL Apple Inc 3.3%
Value ($000) $4,732 Shares 34,551 Est. Cost $91.73 Unrealized +37.8%
XLC SPDR Sector Communication Srvc ETF 2.6%
Value ($000) $3,697 Shares 45,664 Est. Cost $51.35 Unrealized
XLI SPDR Sector Industrials ETF 2.6%
Value ($000) $3,662 Shares 35,759 Est. Cost $84.07 Unrealized
XLF SPDR Sector Financial ETF 2.6%
Value ($000) $3,659 Shares 99,716 Est. Cost $24.19 Unrealized
JKHY Jack Henry & Assoc Inc 2.0%
Value ($000) $2,903 Shares 17,753 Est. Cost $84.86 Unrealized +77.7%
BRK/B Berkshire Hathaway Class B 2.0%
Value ($000) $2,813 Shares 10,122 Est. Cost $185.09 Unrealized +51.0%
INTC Intel Corp 1.9%
Value ($000) $2,640 Shares 47,026 Est. Cost $48.01 Unrealized +11.6%
iShares iBonds 12-2024 ETF 1.8%
Value ($000) $2,596 Shares 98,440 Est. Cost $26.44 Unrealized
ADBE Adobe Systems Inc 1.7%
Value ($000) $2,425 Shares 4,140 Est. Cost $515.41 Unrealized +0.0%
XLP SPDR Sector Consumer Staples Sector ETF 1.7%
Value ($000) $2,364 Shares 33,785 Est. Cost $60.35 Unrealized
GOOGL Alphabet Inc - A 1.4%
Value ($000) $2,044 Shares 837 Est. Cost $47.59 Unrealized +143.6%
VUG Vanguard Growth Index ETF 1.4%
Value ($000) $1,994 Shares 6,952 Est. Cost $120.77 Unrealized
XLU SPDR Sector Utilities ETF 1.3%
Value ($000) $1,859 Shares 29,396 Est. Cost $59.61 Unrealized
BSV Vanguard Short-Term Bond ETF 1.3%
Value ($000) $1,802 Shares 21,931 Est. Cost $82.52 Unrealized
JPM JPMorgan Chase & Co 1.3%
Value ($000) $1,794 Shares 11,536 Est. Cost $51.21 Unrealized +172.9%
MRK Merck & Co Inc 1.1%
Value ($000) $1,538 Shares 19,771 Est. Cost $61.36 Unrealized +4.5%
XLB SPDR Sector Basic Materials ETF 1.1%
Value ($000) $1,523 Shares 18,508 Est. Cost $58.24 Unrealized
iShares iBonds 12-2022 ETF 1.1%
Value ($000) $1,511 Shares 59,470 Est. Cost $25.59 Unrealized
iShares iBonds 12-2023 ETF 1.0%
Value ($000) $1,490 Shares 57,145 Est. Cost $26.20 Unrealized
GILD Gilead Sciences Inc 1.0%
Value ($000) $1,378 Shares 20,006 Est. Cost $52.23 Unrealized +6.9%
JNJ Johnson & Johnson 1.0%
Value ($000) $1,365 Shares 8,287 Est. Cost $97.08 Unrealized +49.3%
DE Deere & Co 1.0%
Value ($000) $1,358 Shares 3,849 Est. Cost $88.97 Unrealized +285.3%
GSY Invesco Ultra Short Duration ETF 0.9%
Value ($000) $1,316 Shares 26,079 Est. Cost $50.47 Unrealized
VNLA Janus Henderson Short Duration Income ETF 0.9%
Value ($000) $1,316 Shares 26,202 Est. Cost $50.28 Unrealized
CVS CVS Corporation 0.9%
Value ($000) $1,266 Shares 15,177 Est. Cost $54.92 Unrealized +28.3%
IJR iShares Core S&P Small-Cap ETF 0.9%
Value ($000) $1,226 Shares 10,851 Est. Cost $17817.97 Unrealized
iShares iBonds 12-2021 ETF 0.9%
Value ($000) $1,215 Shares 49,047 Est. Cost $25.05 Unrealized
T AT&T Inc 0.8%
Value ($000) $1,196 Shares 41,573 Est. Cost $15.86 Unrealized +7.1%
LMT Lockheed Martin Corp 0.8%
Value ($000) $1,191 Shares 3,148 Est. Cost $293.25 Unrealized +15.4%
XLV SPDR Sector Health Care ETF 0.8%
Value ($000) $1,177 Shares 9,344 Est. Cost $94.26 Unrealized
BMY Bristol-Myers Squibb 0.8%
Value ($000) $1,138 Shares 17,036 Est. Cost $42.05 Unrealized +28.2%
MUB iShares National Muni Bond Index ETF 0.8%
Value ($000) $1,136 Shares 9,693 Est. Cost $109.86 Unrealized
LARK Landmark Bancshares 0.8%
Value ($000) $1,084 Shares 40,142 Est. Cost $18.06 Unrealized +18.5%
VIG Vanguard Dividend Appreciation Index ETF 0.8%
Value ($000) $1,082 Shares 6,988 Est. Cost $81.76 Unrealized
XLE SPDR Sector Energy ETF 0.8%
Value ($000) $1,073 Shares 19,909 Est. Cost $50.24 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.7%
Value ($000) $1,056 Shares 20,490 Est. Cost $3819.75 Unrealized
AMT American Tower REIT 0.7%
Value ($000) $1,018 Shares 3,769 Est. Cost $96.47 Unrealized +129.4%
MCD McDonald's Corp 0.7%
Value ($000) $1,012 Shares 4,379 Est. Cost $156.04 Unrealized +34.1%
VTV Vanguard Value ETF 0.7%
Value ($000) $1,003 Shares 7,300 Est. Cost $92.07 Unrealized
EFA iShares MSCI EAFE Index ETF 0.7%
Value ($000) $998 Shares 12,647 Est. Cost $60.90 Unrealized
PFE Pfizer 0.7%
Value ($000) $988 Shares 25,238 Est. Cost $28.14 Unrealized +10.1%
CAT Caterpillar Inc 0.7%
Value ($000) $933 Shares 4,289 Est. Cost $74.87 Unrealized +182.9%
V Visa Inc Class A 0.6%
Value ($000) $914 Shares 3,910 Est. Cost $122.58 Unrealized +80.3%
PEP Pepsico Inc 0.6%
Value ($000) $911 Shares 6,149 Est. Cost $86.45 Unrealized +45.9%
Cerner Corp 0.6%
Value ($000) $897 Shares 11,476 Est. Cost $71.23 Unrealized
ARKK Ark Innovation ETF 0.6%
Value ($000) $841 Shares 6,428 Est. Cost $122.13 Unrealized
BRK/A Berkshire Hathaway Class A 0.6%
Value ($000) $837 Shares 2 Est. Cost $256161.70 Unrealized +64.1%
VTI Vanguard US Total Stock Market ETF 0.5%
Value ($000) $780 Shares 3,499 Est. Cost $16005.25 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $755 Shares 2,368 Est. Cost $105.92 Unrealized +168.0%
XLRE SPDR Sector Real Estate ETF 0.5%
Value ($000) $748 Shares 16,877 Est. Cost $35.64 Unrealized
Blackrock Inc 0.5%
Value ($000) $701 Shares 801 Est. Cost $1865.04 Unrealized
BK Bank Of New York Mellon Corp 0.5%
Value ($000) $669 Shares 13,061 Est. Cost $36.08 Unrealized +21.6%
CSCO Cisco Systems 0.5%
Value ($000) $651 Shares 12,286 Est. Cost $31.49 Unrealized +45.6%
SPG Simon Property Group 0.5%
Value ($000) $650 Shares 4,983 Est. Cost $68.94 Unrealized +39.7%
EVRG Evergy Inc Corp 0.4%
Value ($000) $613 Shares 10,143 Est. Cost $44.01 Unrealized +18.0%
KO Coca Cola Company 0.4%
Value ($000) $576 Shares 10,647 Est. Cost $36.59 Unrealized +29.2%
SPY SPDR S&P 500 Index ETF 0.4%
Value ($000) $556 Shares 1,299 Est. Cost $8662.50 Unrealized
UNP Union Pacific 0.4%
Value ($000) $530 Shares 2,412 Est. Cost $121.15 Unrealized +65.4%
COR Amerisourcebergen Corp 0.4%
Value ($000) $513 Shares 4,485 Est. Cost $108.88 Unrealized 0.0%
Kellogg Co 0.3%
Value ($000) $477 Shares 7,422 Est. Cost $47.03 Unrealized +9.6%
Patterson Companies 0.3%
Value ($000) $468 Shares 15,400 Est. Cost $25.44 Unrealized
SBUX Starbucks Corporation 0.3%
Value ($000) $405 Shares 3,625 Est. Cost $70.20 Unrealized +44.8%
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $397 Shares 2,816 Est. Cost $26.31 Unrealized +66.5%
ADP Automatic Data Processing 0.3%
Value ($000) $394 Shares 1,983 Est. Cost $122.19 Unrealized +44.3%
GOOG Alphabet Inc - C 0.3%
Value ($000) $393 Shares 157 Est. Cost $52.86 Unrealized +123.8%
Discover Financial Services 0.3%
Value ($000) $390 Shares 3,300 Est. Cost $43.48 Unrealized
HDV iShares Core High Dividend ETF 0.3%
Value ($000) $386 Shares 3,995 Est. Cost $72.83 Unrealized
CAH Cardinal Health Inc. 0.3%
Value ($000) $371 Shares 6,499 Est. Cost $48.23 Unrealized +8.2%
TROW T Rowe Price Group Inc 0.3%
Value ($000) $368 Shares 1,861 Est. Cost $89.85 Unrealized +68.6%
CMCSA Comcast Corp Class A 0.3%
Value ($000) $358 Shares 6,278 Est. Cost $35.77 Unrealized +37.2%
TSLA Tesla Motors Inc 0.3%
Value ($000) $357 Shares 525 Est. Cost $98.43 Unrealized +120.6%
WFC Wells Fargo & Co 0.2%
Value ($000) $352 Shares 7,778 Est. Cost $37.51 Unrealized +6.6%
AGG iShares Core Total U.S. Bond Market Index ETF 0.2%
Value ($000) $346 Shares 2,998 Est. Cost $178.50 Unrealized
MMM 3M Company 0.2%
Value ($000) $344 Shares 1,733 Est. Cost $121.35 Unrealized +15.7%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.2%
Value ($000) $337 Shares 5,031 Est. Cost $57.23 Unrealized
COP Conocophillips 0.2%
Value ($000) $335 Shares 5,497 Est. Cost $40.99 Unrealized +15.1%
MDY SPDR S&P MidCap 400 Index ETF 0.2%
Value ($000) $331 Shares 675 Est. Cost $262.64 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $328 Shares 800 Est. Cost $96.34 Unrealized +283.9%
ABBV AbbVie Inc 0.2%
Value ($000) $320 Shares 2,838 Est. Cost $54.10 Unrealized +75.1%
BA Boeing 0.2%
Value ($000) $300 Shares 1,253 Est. Cost $266.34 Unrealized -9.2%
HAL Halliburton Company 0.2%
Value ($000) $289 Shares 12,520 Est. Cost $15.27 Unrealized +33.3%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $288 Shares 2,153 Est. Cost $106.72 Unrealized +5.3%
SLB Schlumberger Ltd 0.2%
Value ($000) $280 Shares 8,754 Est. Cost $20.70 Unrealized +34.2%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $275 Shares 1,022 Est. Cost $6498.24 Unrealized
COST Costco Wholesale Corp 0.2%
Value ($000) $262 Shares 661 Est. Cost $279.18 Unrealized +28.6%
LLY Eli Lilly & Co 0.2%
Value ($000) $261 Shares 1,138 Est. Cost $62.52 Unrealized +206.9%
HON Honeywell International 0.2%
Value ($000) $261 Shares 1,191 Est. Cost $104.05 Unrealized +84.7%
XOM Exxon Mobil Corp 0.2%
Value ($000) $261 Shares 4,133 Est. Cost $55.00 Unrealized -9.0%
UPS United Parcel Service 0.2%
Value ($000) $260 Shares 1,252 Est. Cost $79.25 Unrealized +107.1%
VZ Verizon Communications 0.2%
Value ($000) $256 Shares 4,577 Est. Cost $39.80 Unrealized +9.1%
TD Toronto Dominion Bank 0.2%
Value ($000) $254 Shares 3,620 Est. Cost $51.30 Unrealized +36.4%
IBM IBM Corporation 0.2%
Value ($000) $235 Shares 1,603 Est. Cost $97.28 Unrealized +16.6%
RTX Raytheon Technologies Corp COMMON 0.2%
Value ($000) $233 Shares 2,736 Est. Cost $65.24 Unrealized +16.0%
DOW Dow INC CORP COMMON 0.2%
Value ($000) $223 Shares 3,523 Est. Cost $43.79 Unrealized +16.6%
ABT Abbott Labs Common 0.1%
Value ($000) $205 Shares 1,772 Est. Cost $44.74 Unrealized +139.8%
TXN Texas Instruments 0.1%
Value ($000) $205 Shares 1,067 Est. Cost $64.34 Unrealized +155.2%
XEL Xcel Energy Inc 0.1%
Value ($000) $190 Shares 2,882 Est. Cost $57.55 Unrealized +4.1%
NEE Nextera Energy Inc 0.1%
Value ($000) $188 Shares 2,560 Est. Cost $55.28 Unrealized +20.3%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $188 Shares 204 Est. Cost $251.58 Unrealized +11.5%
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $164 Shares 605 Est. Cost $109.85 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $152 Shares 1,598 Est. Cost $1415.22 Unrealized
BAC Bank Of America 0.1%
Value ($000) $151 Shares 3,670 Est. Cost $18.37 Unrealized +99.0%
ADM Archer-Daniels-Midland 0.1%
Value ($000) $151 Shares 2,498 Est. Cost $33.60 Unrealized +66.0%
NKE Nike Inc Cl B 0.1%
Value ($000) $149 Shares 965 Est. Cost $53.03 Unrealized +137.0%
META Facebook Inc Class A 0.1%
Value ($000) $147 Shares 423 Est. Cost $182.71 Unrealized +74.4%
CBSH Commerce Bancshares Inc 0.1%
Value ($000) $147 Shares 1,977 Est. Cost $42.15 Unrealized +38.3%
PRU Prudential Financial 0.1%
Value ($000) $143 Shares 1,400 Est. Cost $51.06 Unrealized +60.2%
SCI Service Corp International 0.1%
Value ($000) $142 Shares 2,650 Est. Cost $28.84 Unrealized +84.1%
IWP iShares Russell Midcap Growth Index ETF 0.1%
Value ($000) $138 Shares 1,218 Est. Cost $100.03 Unrealized
HWKN Hawkins Inc 0.1%
Value ($000) $136 Shares 4,160 Est. Cost $27.78 Unrealized +19.2%
OGE OGE Energy Corp 0.1%
Value ($000) $135 Shares 4,000 Est. Cost $31.57 Unrealized +6.8%
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $133 Shares 988 Est. Cost $123.34 Unrealized
USB US Bancorp New 0.1%
Value ($000) $129 Shares 2,265 Est. Cost $29.81 Unrealized +60.1%
EMR Emerson Electric 0.1%
Value ($000) $129 Shares 1,341 Est. Cost $53.88 Unrealized +58.7%
ELV Anthem Inc. 0.1%
Value ($000) $127 Shares 333 Est. Cost $191.44 Unrealized +87.3%
GS Goldman Sachs Grp Inc 0.1%
Value ($000) $127 Shares 335 Est. Cost $168.73 Unrealized +89.3%
GD General Dynamics Corp 0.1%
Value ($000) $126 Shares 670 Est. Cost $150.42 Unrealized +13.6%
EA Electronic Arts Inc 0.1%
Value ($000) $125 Shares 868 Est. Cost $134.93 Unrealized +2.6%
SCZ iShares MSCI EAFE Small-Cap ETF 0.1%
Value ($000) $123 Shares 1,660 Est. Cost $64.41 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $118 Shares 2,177 Est. Cost $5102.66 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $117 Shares 867 Est. Cost $105.53 Unrealized +14.4%
BSX Boston Scientific Corp 0.1%
Value ($000) $114 Shares 2,666 Est. Cost $27.58 Unrealized +52.5%
CVX Chevron Corp 0.1%
Value ($000) $112 Shares 1,068 Est. Cost $78.05 Unrealized +11.6%
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $111 Shares 2,000 Est. Cost $44.93 Unrealized
Arcimoto INC CORP 0.1%
Value ($000) $110 Shares 6,389 Est. Cost $17.22 Unrealized
MA Mastercard Inc Class A 0.1%
Value ($000) $106 Shares 289 Est. Cost $84.50 Unrealized +328.7%
ORCL Oracle Systems Corp 0.1%
Value ($000) $104 Shares 1,341 Est. Cost $49.41 Unrealized +48.9%
Discovery Communications 0.1%
Value ($000) $104 Shares 3,400 Est. Cost $26.42 Unrealized
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $102 Shares 1,353 Est. Cost $56.93 Unrealized
EL Lauder Estee Cos Inc Class A 0.1%
Value ($000) $102 Shares 320 Est. Cost $255.03 Unrealized +10.9%
FNDF Schwab Fundamental Intl Large Co ETF 0.1%
Value ($000) $99 Shares 2,960 Est. Cost $24.20 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $95 Shares 401 Est. Cost $154.69 Unrealized
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $92 Shares 879 Est. Cost $85.39 Unrealized
GLW Corning Inc 0.1%
Value ($000) $92 Shares 2,245 Est. Cost $20.97 Unrealized +82.7%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $86 Shares 671 Est. Cost $114.73 Unrealized
SO Southern Company Inc 0.1%
Value ($000) $83 Shares 1,370 Est. Cost $30.72 Unrealized +75.0%
IWS iShares Russell MidCap Value Index ETF 0.1%
Value ($000) $82 Shares 717 Est. Cost $81.27 Unrealized
PSX Phillips 66 0.1%
Value ($000) $81 Shares 944 Est. Cost $69.84 Unrealized +1.0%
FE First Energy Corp 0.1%
Value ($000) $74 Shares 1,981 Est. Cost $25.20 Unrealized +22.3%
NOC Northrop Grumman Corp 0.1%
Value ($000) $73 Shares 200 Est. Cost $137.50 Unrealized +142.7%
AMGN Amgen Inc 0.1%
Value ($000) $72 Shares 294 Est. Cost $148.90 Unrealized +42.7%
EMN Eastman Chemical Co 0.0%
Value ($000) $71 Shares 607 Est. Cost $60.90 Unrealized +66.7%
WELL Welltower Inc 0.0%
Value ($000) $71 Shares 850 Est. Cost $48.83 Unrealized +39.1%
TSN Tyson Foods Cl A 0.0%
Value ($000) $71 Shares 960 Est. Cost $31.83 Unrealized +111.3%
IDA Idacorp Inc 0.0%
Value ($000) $68 Shares 700 Est. Cost $59.55 Unrealized +68.3%
LOW Lowes Companies Inc 0.0%
Value ($000) $68 Shares 350 Est. Cost $77.00 Unrealized +133.1%
HPQ Hp Inc Common 0.0%
Value ($000) $67 Shares 2,225 Est. Cost $12.51 Unrealized +117.4%
PZA Invesco National Amt-Free Muni ETF 0.0%
Value ($000) $66 Shares 2,404 Est. Cost $26.62 Unrealized
ITM Vaneck Vectors Intermediate Muni ETF 0.0%
Value ($000) $65 Shares 1,248 Est. Cost $51.28 Unrealized
PSA Public Storage Inc 0.0%
Value ($000) $64 Shares 213 Est. Cost $151.92 Unrealized +50.4%
CB Chubb Limited 0.0%
Value ($000) $59 Shares 374 Est. Cost $115.31 Unrealized +34.6%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $58 Shares 261 Est. Cost $74.65 Unrealized +174.6%
BBY Best Buy Co Inc 0.0%
Value ($000) $57 Shares 499 Est. Cost $54.37 Unrealized +74.6%
OKE Oneok Inc New 0.0%
Value ($000) $57 Shares 1,024 Est. Cost $35.35 Unrealized +16.8%
BIIB Biogen Idec Inc 0.0%
Value ($000) $56 Shares 163 Est. Cost $264.71 Unrealized +14.4%
JOE St Joe Co 0.0%
Value ($000) $54 Shares 1,200 Est. Cost $31.84 Unrealized +41.6%
CLX Clorox Company 0.0%
Value ($000) $54 Shares 300 Est. Cost $88.13 Unrealized +78.6%
WM Waste Management Inc 0.0%
Value ($000) $53 Shares 381 Est. Cost $73.45 Unrealized +75.0%
CSX CSX Corp 0.0%
Value ($000) $52 Shares 1,629 Est. Cost $23.94 Unrealized +29.3%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $52 Shares 690 Est. Cost $68.92 Unrealized
General Electric 0.0%
Value ($000) $51 Shares 3,821 Est. Cost $17.83 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $50 Shares 175 Est. Cost $259.55 Unrealized +0.5%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $48 Shares 121 Est. Cost $234.65 Unrealized +57.3%
TGT Target Corporation 0.0%
Value ($000) $48 Shares 200 Est. Cost $89.28 Unrealized +114.5%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $47 Shares 850 Est. Cost $38.82 Unrealized
BND Vanguard Total Bond Index ETF 0.0%
Value ($000) $46 Shares 535 Est. Cost $81.56 Unrealized
IP International Paper Co 0.0%
Value ($000) $45 Shares 740 Est. Cost $32.83 Unrealized +42.0%
CRM Salesforce.com Inc 0.0%
Value ($000) $42 Shares 171 Est. Cost $126.90 Unrealized +79.4%
iShares iBonds 12-2025 ETF 0.0%
Value ($000) $41 Shares 1,516 Est. Cost $26.97 Unrealized
IBDR iShares iBonds 12-2026 ETF 0.0%
Value ($000) $40 Shares 1,495 Est. Cost $26.09 Unrealized
Total SA ADR 0.0%
Value ($000) $40 Shares 881 Est. Cost $49.66 Unrealized
CAJPY Canon Inc Spons ADR 0.0%
Value ($000) $40 Shares 1,769 Est. Cost $23.25 Unrealized
CTAS Cintas Corp Common 0.0%
Value ($000) $39 Shares 102 Est. Cost $27.09 Unrealized +213.5%
MU Micron Technology Inc 0.0%
Value ($000) $39 Shares 455 Est. Cost $48.19 Unrealized +70.9%
SMG Scotts Miracle-Grow 0.0%
Value ($000) $38 Shares 200 Est. Cost $54.98 Unrealized +235.2%
MDT Medtronic PLC 0.0%
Value ($000) $37 Shares 295 Est. Cost $65.14 Unrealized +68.1%
MPLX MPLX LP 0.0%
Value ($000) $37 Shares 1,235 Est. Cost $33.20 Unrealized
IWO iShares Russell 2000 Growth Index ETF 0.0%
Value ($000) $37 Shares 119 Est. Cost $192.80 Unrealized
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $36 Shares 991 Est. Cost $39.35 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $34 Shares 842 Est. Cost $24.52 Unrealized +16.8%
RJF Raymond James Financial Inc 0.0%
Value ($000) $33 Shares 253 Est. Cost $31.81 Unrealized +155.9%
FSK FS KKR Capital Corp COMMON 0.0%
Value ($000) $33 Shares 1,545 Est. Cost $9.32 Unrealized +18.5%
CL Colgate-Palmolive 0.0%
Value ($000) $33 Shares 407 Est. Cost $56.41 Unrealized +30.2%
DOV Dover Corp 0.0%
Value ($000) $32 Shares 210 Est. Cost $73.40 Unrealized +89.5%
NSC Norfolk Southern Corp 0.0%
Value ($000) $32 Shares 121 Est. Cost $131.07 Unrealized +91.0%
AEP American Electrical Power Inc 0.0%
Value ($000) $32 Shares 375 Est. Cost $65.20 Unrealized +11.5%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $30 Shares 338 Est. Cost $75.08 Unrealized +7.4%
INGR Ingredion Inc 0.0%
Value ($000) $29 Shares 318 Est. Cost $85.49 Unrealized +9.2%
C Citigroup Inc 0.0%
Value ($000) $29 Shares 410 Est. Cost $56.47 Unrealized +11.1%
CNI Canadian National Railway Co 0.0%
Value ($000) $28 Shares 269 Est. Cost $97.95 Unrealized +3.0%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $28 Shares 202 Est. Cost $39.66 Unrealized +239.6%
OLN Olin Corp 0.0%
Value ($000) $28 Shares 602 Est. Cost $17.44 Unrealized +135.8%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $28 Shares 130 Est. Cost $182.00 Unrealized +7.5%
Glaxo Smith Kline PLC 0.0%
Value ($000) $26 Shares 645 Est. Cost $40.31 Unrealized
TMP Tompkins Financial Corp 0.0%
Value ($000) $26 Shares 334 Est. Cost $64.73 Unrealized +4.2%
Adams Diversified Equity Fund Inc CEF 0.0%
Value ($000) $26 Shares 1,328 Est. Cost $14.90 Unrealized
DIS Walt Disney Company 0.0%
Value ($000) $26 Shares 147 Est. Cost $107.60 Unrealized +63.3%
WMB Williams Companies 0.0%
Value ($000) $25 Shares 952 Est. Cost $15.69 Unrealized +30.2%
TMO Thermo Fisher Corp 0.0%
Value ($000) $25 Shares 50 Est. Cost $212.08 Unrealized +119.7%
WWD Woodward INC CORP COMMON 0.0%
Value ($000) $25 Shares 200 Est. Cost $99.77 Unrealized +19.7%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $25 Shares 63 Est. Cost $365.08 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $24 Shares 312 Est. Cost $18.60 Unrealized +64.5%
IYR iShares US Real Estate Index ETF 0.0%
Value ($000) $24 Shares 235 Est. Cost $68970.56 Unrealized
VOD Vodafone Group Plc ADR 0.0%
Value ($000) $23 Shares 1,350 Est. Cost $17.04 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $23 Shares 400 Est. Cost $60.00 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $23 Shares 1,515 Est. Cost $5.18 Unrealized +94.5%
BDX Becton Dickinson & Co 0.0%
Value ($000) $23 Shares 93 Est. Cost $187.15 Unrealized +18.7%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $22 Shares 1,901 Est. Cost $9.17 Unrealized -0.2%
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 0.0%
Value ($000) $22 Shares 237 Est. Cost $92.83 Unrealized
WRB WR Berkley Corp 0.0%
Value ($000) $22 Shares 292 Est. Cost $17.59 Unrealized +75.1%
TRV Travelers Co Inc 0.0%
Value ($000) $22 Shares 144 Est. Cost $98.44 Unrealized +43.5%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $21 Shares 180 Est. Cost $105588.89 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $21 Shares 872 Est. Cost $21.92 Unrealized
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $20 Shares 253 Est. Cost $29.75 Unrealized +149.1%
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $20 Shares 210 Est. Cost $42.09 Unrealized +81.1%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $20 Shares 206 Est. Cost $81.25 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $20 Shares 84 Est. Cost $192.83 Unrealized +18.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $19 Shares 122 Est. Cost $127.06 Unrealized
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $19 Shares 427 Est. Cost $25.73 Unrealized +70.7%
DG Dollar Gen Corp New Common 0.0%
Value ($000) $19 Shares 88 Est. Cost $133.95 Unrealized +46.0%
VFC VF Corp 0.0%
Value ($000) $19 Shares 235 Est. Cost $69.87 Unrealized +19.3%
UBER Uber Technologies INC 0.0%
Value ($000) $19 Shares 370 Est. Cost $29.67 Unrealized +76.1%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $18 Shares 82 Est. Cost $219.51 Unrealized
BNO United Sts Brent Oil Fund Lp Unit 0.0%
Value ($000) $18 Shares 940 Est. Cost $10.64 Unrealized
HYD Vaneck Vectors High Yield Muni ETF 0.0%
Value ($000) $18 Shares 282 Est. Cost $63.83 Unrealized
NVS Novartis AG-ADR 0.0%
Value ($000) $18 Shares 200 Est. Cost $11220.85 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $18 Shares 249 Est. Cost $48.19 Unrealized
ROKU Roku Inc Cl A Corp 0.0%
Value ($000) $18 Shares 40 Est. Cost $80.28 Unrealized +340.6%
Brookfield Infrastructure Corp CLASS A COMMON 0.0%
Value ($000) $17 Shares 222 Est. Cost $45.05 Unrealized
CTSH Cognizant Tech Solutions 0.0%
Value ($000) $17 Shares 249 Est. Cost $52.77 Unrealized +31.2%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $16 Shares 100 Est. Cost $108.16 Unrealized +44.0%
LUV Southwest Airlines 0.0%
Value ($000) $16 Shares 300 Est. Cost $42.84 Unrealized +30.1%
BABA Alibaba Group Hldg Ltd Sponsored Ads 0.0%
Value ($000) $16 Shares 69 Est. Cost $231.88 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $15 Shares 194 Est. Cost $57.15 Unrealized +15.5%
CAG Conagra 0.0%
Value ($000) $15 Shares 400 Est. Cost $26.21 Unrealized +15.5%
AMAT Applied Materials 0.0%
Value ($000) $15 Shares 105 Est. Cost $51.32 Unrealized +151.0%
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 -6.6%
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $14 Shares 175 Est. Cost $68.95 Unrealized 0.0%
VFH Vanguard Financials ETF 0.0%
Value ($000) $14 Shares 160 Est. Cost $87.50 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $14 Shares 195 Est. Cost $65.18 Unrealized 0.0%
IYG iShares Financial Services ETF 0.0%
Value ($000) $13 Shares 69 Est. Cost $112.28 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $13 Shares 100 Est. Cost $78.08 Unrealized +47.7%
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $12 Shares 16 Est. Cost $460.22 Unrealized +46.3%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $12 Shares 846 Est. Cost $7.17 Unrealized +91.7%
EZU iShares MSCI Eurozone ETF 0.0%
Value ($000) $12 Shares 243 Est. Cost $45.27 Unrealized
QQQ Invesco QQQTrust Series 1 Invsc Srs ETF 0.0%
Value ($000) $11 Shares 32 Est. Cost $156.25 Unrealized
Invesco Bulletshares 2022 Corp Bond ETF 0.0%
Value ($000) $11 Shares 524 Est. Cost $20.99 Unrealized
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $11 Shares 210 Est. Cost $2568.83 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $11 Shares 100 Est. Cost $78.49 Unrealized +48.1%
ETR Entergy Corp New 0.0%
Value ($000) $11 Shares 106 Est. Cost $46.55 Unrealized -4.4%
CCL Carnival Corp New F 0.0%
Value ($000) $11 Shares 400 Est. Cost $36.11 Unrealized -22.5%
SHAK Shake Shack INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $50.57 Unrealized +99.5%
OXY Occidental Petroleum 0.0%
Value ($000) $10 Shares 308 Est. Cost $51.89 Unrealized -51.3%
QCOM Qualcomm Inc 0.0%
Value ($000) $9 Shares 60 Est. Cost $62.58 Unrealized +95.2%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $105.11 Unrealized
ViacomCBS Inc Cl B 0.0%
Value ($000) $9 Shares 198 Est. Cost $14.02 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
EPP iShares MSCI Pacific Ex Japan ETF 0.0%
Value ($000) $8 Shares 160 Est. Cost $50.00 Unrealized
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $8 Shares 96 Est. Cost $95.40 Unrealized
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $8 Shares 253 Est. Cost $31.62 Unrealized
KR Kroger Co 0.0%
Value ($000) $8 Shares 200 Est. Cost $23.93 Unrealized +42.5%
SWX Southwest Gas Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.06 Unrealized +15.5%
HP Helmerich & Payne Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $65.43 Unrealized -55.0%
Twitter Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.50 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $6 Shares 35 Est. Cost $99.09 Unrealized +49.0%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $6 Shares 174 Est. Cost $34.48 Unrealized
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $6 Shares 60 Est. Cost $31.84 Unrealized +143.5%
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $5 Shares 41 Est. Cost $43.89 Unrealized
IUSV Ishares Tr Core Russell U S Value ETF 0.0%
Value ($000) $5 Shares 63 Est. Cost $51.41 Unrealized
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $5 Shares 48 Est. Cost $104.17 Unrealized
Spirit Aerosystems Holdings INC Hldgs A 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
FDN First Trust Dow Jones Internet Index ETF 0.0%
Value ($000) $5 Shares 21 Est. Cost $238.10 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $134.27 Unrealized +53.7%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5 Shares 337 Est. Cost $9.70 Unrealized +27.8%
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $5 Shares 10 Est. Cost $22.49 Unrealized +87.0%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $5 Shares 108 Est. Cost $20.76 Unrealized +102.2%
MAC Macerich Co 0.0%
Value ($000) $4 Shares 242 Est. Cost $33.47 Unrealized
PENN Penn National Gaming INC CORP COMMON 0.0%
Value ($000) $4 Shares 58 Est. Cost $25.13 Unrealized +242.7%
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $4 Shares 54 Est. Cost $50.22 Unrealized +42.8%
DGRO Ishares Tr Core Divid Growth ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $48.19 Unrealized
EWL iShares MSCI Switzerland ETF 0.0%
Value ($000) $4 Shares 78 Est. Cost $38.46 Unrealized
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 +24.0%
SKY Skyline Corp 0.0%
Value ($000) $3 Shares 55 Est. Cost $11.00 Unrealized +328.5%
Canopy Growth Corp COMMON 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
Virtus Total Return Fund Inc CF 0.0%
Value ($000) $2 Shares 208 Est. Cost $9.62 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 +89.0%
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
DXC DXC Technology Common 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.96 Unrealized -45.1%
Nikola Corporation CORP COMMON 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
OXY/WS Occidental Petroleum Corp Eqy Warrant Exp 8/3/27 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
CMBS iShares CMBS ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
Micro Focus Int'l PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $1 Shares 23 Est. Cost $22.07 Unrealized +53.2%