Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 14, 2022

Total Value ($000): $428,630 (100.0% shares, 0.0% debt)

Holdings (317)

VTV Vanguard Value Index ETF 15.7%
Value ($000) $67,291 Shares 457,427 Est. Cost $134.84 Unrealized
VEA Vanguard FTSE Developed Markets ETF 12.8%
Value ($000) $54,822 Shares 1,073,691 Est. Cost $122.44 Unrealized
VUG Vanguard Growth Index ETF 11.0%
Value ($000) $47,236 Shares 147,201 Est. Cost $282.10 Unrealized
VOE Vanguard Mid-Cap Value Index ETF 9.8%
Value ($000) $42,175 Shares 280,555 Est. Cost $139.61 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 6.7%
Value ($000) $28,631 Shares 112,449 Est. Cost $236.49 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 5.3%
Value ($000) $22,771 Shares 460,406 Est. Cost $73.88 Unrealized
XLK SPDR Sector Info Tech ETF 2.1%
Value ($000) $8,830 Shares 50,787 Est. Cost $92.25 Unrealized
BNDX Vanguard Total Intl Bond Index ETF 1.9%
Value ($000) $8,345 Shares 151,295 Est. Cost $56.87 Unrealized
IWB iShares Russell 1000 Index ETF 1.6%
Value ($000) $6,669 Shares 25,220 Est. Cost $223.82 Unrealized
IVV iShares Core S&P 500 ETF 1.4%
Value ($000) $6,157 Shares 12,909 Est. Cost $3123.60 Unrealized
IWV iShares Russell 3000 ETF 1.3%
Value ($000) $5,591 Shares 20,150 Est. Cost $277.47 Unrealized
MSFT Microsoft 1.3%
Value ($000) $5,431 Shares 16,148 Est. Cost $138.65 Unrealized +126.0%
AMZN Amazon.com Inc 1.2%
Value ($000) $5,328 Shares 1,598 Est. Cost $52.47 Unrealized +226.2%
ACWX iShares MSCI ACWI ex U.S. ETF 1.2%
Value ($000) $5,325 Shares 95,776 Est. Cost $55.60 Unrealized
XLY SPDR Sector Consumer Discretionary Sector ETF 1.2%
Value ($000) $5,230 Shares 25,582 Est. Cost $125.32 Unrealized
AAPL Apple Inc 1.1%
Value ($000) $4,528 Shares 25,501 Est. Cost $91.73 Unrealized +68.7%
XLI SPDR Sector Industrials ETF 1.0%
Value ($000) $4,248 Shares 40,152 Est. Cost $85.74 Unrealized
XLF SPDR Sector Financial ETF 0.9%
Value ($000) $4,051 Shares 103,737 Est. Cost $25.75 Unrealized
XLC SPDR Sector Communication Srvc ETF 0.8%
Value ($000) $3,639 Shares 46,844 Est. Cost $52.84 Unrealized
BRK/B Berkshire Hathaway Class B 0.7%
Value ($000) $3,113 Shares 10,412 Est. Cost $202.78 Unrealized +41.2%
JKHY Jack Henry & Assoc Inc 0.7%
Value ($000) $2,863 Shares 17,145 Est. Cost $87.07 Unrealized +76.4%
INTC Intel Corp 0.7%
Value ($000) $2,823 Shares 54,811 Est. Cost $48.08 Unrealized -1.6%
iShares iBonds 12-2024 ETF 0.6%
Value ($000) $2,553 Shares 98,440 Est. Cost $26.44 Unrealized
GOOGL Alphabet Inc - A 0.5%
Value ($000) $2,306 Shares 796 Est. Cost $47.59 Unrealized +200.4%
XLP SPDR Sector Consumer Staples Sector ETF 0.5%
Value ($000) $2,109 Shares 27,346 Est. Cost $60.35 Unrealized
XLU SPDR Sector Utilities ETF 0.5%
Value ($000) $2,039 Shares 28,481 Est. Cost $59.61 Unrealized
JPM JPMorgan Chase & Co 0.4%
Value ($000) $1,827 Shares 11,536 Est. Cost $51.21 Unrealized +188.7%
BSV Vanguard Short-Term Bond ETF 0.4%
Value ($000) $1,827 Shares 22,604 Est. Cost $82.47 Unrealized
XLB SPDR Sector Basic Materials ETF 0.4%
Value ($000) $1,611 Shares 17,776 Est. Cost $58.24 Unrealized
CVS CVS Corporation 0.4%
Value ($000) $1,593 Shares 15,444 Est. Cost $55.57 Unrealized +44.8%
MRK Merck & Co Inc 0.4%
Value ($000) $1,517 Shares 19,796 Est. Cost $61.49 Unrealized +13.7%
iShares iBonds 12-2022 ETF 0.3%
Value ($000) $1,495 Shares 59,470 Est. Cost $25.59 Unrealized
iShares iBonds 12-2023 ETF 0.3%
Value ($000) $1,492 Shares 58,118 Est. Cost $26.19 Unrealized
BMY Bristol-Myers Squibb 0.3%
Value ($000) $1,473 Shares 23,626 Est. Cost $45.43 Unrealized +8.4%
XLV SPDR Sector Health Care ETF 0.3%
Value ($000) $1,434 Shares 10,175 Est. Cost $97.80 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $1,424 Shares 8,327 Est. Cost $97.08 Unrealized +49.5%
GILD Gilead Sciences Inc 0.3%
Value ($000) $1,420 Shares 19,552 Est. Cost $52.41 Unrealized +12.2%
VBR Vanguard Small-Cap Value ETF 0.3%
Value ($000) $1,406 Shares 7,860 Est. Cost $168.83 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $1,387 Shares 3,903 Est. Cost $298.28 Unrealized +3.6%
GSY Invesco Ultra Short Duration ETF 0.3%
Value ($000) $1,359 Shares 27,023 Est. Cost $50.47 Unrealized
VNLA Janus Henderson Short Duration Income ETF 0.3%
Value ($000) $1,348 Shares 27,203 Est. Cost $50.27 Unrealized
DE Deere & Co 0.3%
Value ($000) $1,318 Shares 3,845 Est. Cost $88.97 Unrealized +269.3%
COR Amerisourcebergen Corp 0.3%
Value ($000) $1,308 Shares 9,844 Est. Cost $110.78 Unrealized +5.7%
ADBE Adobe Systems Inc 0.3%
Value ($000) $1,287 Shares 2,269 Est. Cost $526.58 Unrealized +18.7%
IJR iShares Core S&P Small-Cap ETF 0.3%
Value ($000) $1,255 Shares 10,961 Est. Cost $17640.31 Unrealized
VIG Vanguard Dividend Appreciation Index ETF 0.3%
Value ($000) $1,200 Shares 6,988 Est. Cost $81.76 Unrealized
CSCO Cisco Systems 0.3%
Value ($000) $1,198 Shares 18,900 Est. Cost $39.70 Unrealized +27.1%
MUB iShares National Muni Bond Index ETF 0.3%
Value ($000) $1,127 Shares 9,693 Est. Cost $109.86 Unrealized
AMT American Tower REIT 0.3%
Value ($000) $1,074 Shares 3,673 Est. Cost $96.47 Unrealized +148.3%
PEP Pepsico Inc 0.2%
Value ($000) $1,063 Shares 6,118 Est. Cost $86.45 Unrealized +65.9%
XLE SPDR Sector Energy ETF 0.2%
Value ($000) $1,042 Shares 18,767 Est. Cost $50.28 Unrealized
VBK Vanguard Small Cap Growth ETF 0.2%
Value ($000) $1,041 Shares 3,696 Est. Cost $280.25 Unrealized
VNQ Vanguard REIT ETF 0.2%
Value ($000) $1,016 Shares 8,759 Est. Cost $101.82 Unrealized
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $995 Shares 12,647 Est. Cost $60.90 Unrealized
V Visa Inc Class A 0.2%
Value ($000) $980 Shares 4,522 Est. Cost $134.63 Unrealized +54.6%
HD Home Depot Inc 0.2%
Value ($000) $975 Shares 2,350 Est. Cost $105.92 Unrealized +224.0%
MCD McDonald's Corp 0.2%
Value ($000) $973 Shares 3,628 Est. Cost $156.04 Unrealized +47.1%
BRK/A Berkshire Hathaway Class A 0.2%
Value ($000) $901 Shares 2 Est. Cost $256161.70 Unrealized +68.6%
WFC Wells Fargo & Co 0.2%
Value ($000) $891 Shares 18,573 Est. Cost $41.17 Unrealized +7.9%
CAT Caterpillar Inc 0.2%
Value ($000) $885 Shares 4,282 Est. Cost $74.87 Unrealized +149.3%
T AT&T Inc 0.2%
Value ($000) $834 Shares 33,918 Est. Cost $15.86 Unrealized -7.5%
XLRE SPDR Sector Real Estate ETF 0.2%
Value ($000) $833 Shares 16,083 Est. Cost $36.56 Unrealized
VTI Vanguard US Total Stock Market ETF 0.2%
Value ($000) $821 Shares 3,399 Est. Cost $16005.25 Unrealized
PFE Pfizer 0.2%
Value ($000) $808 Shares 13,679 Est. Cost $28.14 Unrealized +43.0%
LARK Landmark Bancshares 0.2%
Value ($000) $755 Shares 26,333 Est. Cost $18.21 Unrealized +31.5%
SPG Simon Property Group 0.2%
Value ($000) $708 Shares 4,434 Est. Cost $68.94 Unrealized +75.9%
Blackrock Inc 0.1%
Value ($000) $631 Shares 689 Est. Cost $1865.04 Unrealized
SPY SPDR S&P 500 Index ETF 0.1%
Value ($000) $628 Shares 1,323 Est. Cost $8513.97 Unrealized
ARKK Ark Innovation ETF 0.1%
Value ($000) $578 Shares 6,114 Est. Cost $121.34 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $555 Shares 525 Est. Cost $98.43 Unrealized +240.8%
UNP Union Pacific 0.1%
Value ($000) $540 Shares 2,144 Est. Cost $121.15 Unrealized +77.4%
TROW T Rowe Price Group Inc 0.1%
Value ($000) $532 Shares 2,703 Est. Cost $115.82 Unrealized +45.6%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $528 Shares 3,652 Est. Cost $30.69 Unrealized +47.2%
ADP Automatic Data Processing 0.1%
Value ($000) $526 Shares 2,133 Est. Cost $130.37 Unrealized +59.0%
Cerner Corp 0.1%
Value ($000) $518 Shares 5,583 Est. Cost $71.23 Unrealized
CMCSA Comcast Corp Class A 0.1%
Value ($000) $507 Shares 10,072 Est. Cost $41.25 Unrealized +11.8%
VZ Verizon Communications 0.1%
Value ($000) $501 Shares 9,642 Est. Cost $40.80 Unrealized -1.0%
EVRG Evergy Inc Corp 0.1%
Value ($000) $473 Shares 6,892 Est. Cost $44.01 Unrealized +24.7%
IBM IBM Corporation 0.1%
Value ($000) $461 Shares 3,450 Est. Cost $102.42 Unrealized +4.0%
GOOG Alphabet Inc - C 0.1%
Value ($000) $454 Shares 157 Est. Cost $52.86 Unrealized +171.4%
Patterson Companies 0.1%
Value ($000) $452 Shares 15,400 Est. Cost $25.44 Unrealized
TPR Tapestry INC CORP COMMON 0.1%
Value ($000) $444 Shares 10,930 Est. Cost $36.62 Unrealized 0.0%
KO Coca Cola Company 0.1%
Value ($000) $423 Shares 7,144 Est. Cost $36.59 Unrealized +34.4%
SBUX Starbucks Corporation 0.1%
Value ($000) $417 Shares 3,561 Est. Cost $70.20 Unrealized +45.6%
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $403 Shares 3,995 Est. Cost $72.83 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $378 Shares 800 Est. Cost $96.34 Unrealized +358.6%
ABBV AbbVie Inc 0.1%
Value ($000) $371 Shares 2,738 Est. Cost $54.10 Unrealized +88.0%
MMM 3M Company 0.1%
Value ($000) $355 Shares 1,999 Est. Cost $123.27 Unrealized +3.3%
MDY SPDR S&P MidCap 400 Index ETF 0.1%
Value ($000) $349 Shares 675 Est. Cost $262.64 Unrealized
Kellogg Co 0.1%
Value ($000) $345 Shares 5,353 Est. Cost $47.36 Unrealized +7.9%
AGG iShares Core Total U.S. Bond Market Index ETF 0.1%
Value ($000) $342 Shares 2,998 Est. Cost $178.50 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $330 Shares 582 Est. Cost $279.18 Unrealized +74.8%
EA Electronic Arts Inc 0.1%
Value ($000) $321 Shares 2,432 Est. Cost $135.82 Unrealized -3.2%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $318 Shares 2,225 Est. Cost $107.02 Unrealized +7.7%
LLY Eli Lilly & Co 0.1%
Value ($000) $314 Shares 1,138 Est. Cost $62.52 Unrealized +290.0%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.1%
Value ($000) $301 Shares 5,031 Est. Cost $57.23 Unrealized
XOM Exxon Mobil Corp 0.1%
Value ($000) $298 Shares 4,864 Est. Cost $54.84 Unrealized -1.7%
HAL Halliburton Company 0.1%
Value ($000) $290 Shares 12,660 Est. Cost $15.35 Unrealized +41.9%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $289 Shares 1,022 Est. Cost $6498.24 Unrealized
TSN Tyson Foods Cl A 0.1%
Value ($000) $285 Shares 3,272 Est. Cost $57.29 Unrealized +25.9%
TD Toronto Dominion Bank 0.1%
Value ($000) $278 Shares 3,620 Est. Cost $51.30 Unrealized +42.1%
SLB Schlumberger Ltd 0.1%
Value ($000) $267 Shares 8,930 Est. Cost $20.85 Unrealized +37.7%
UPS United Parcel Service 0.1%
Value ($000) $266 Shares 1,240 Est. Cost $79.25 Unrealized +112.7%
HON Honeywell International 0.1%
Value ($000) $248 Shares 1,191 Est. Cost $104.05 Unrealized +77.9%
Activision Blizzard Inc 0.1%
Value ($000) $238 Shares 3,578 Est. Cost $66.52 Unrealized
Discover Financial Services 0.1%
Value ($000) $238 Shares 2,062 Est. Cost $43.48 Unrealized
BK Bank Of New York Mellon Corp 0.1%
Value ($000) $236 Shares 4,056 Est. Cost $36.08 Unrealized +41.5%
DOW Dow INC CORP COMMON 0.1%
Value ($000) $234 Shares 4,131 Est. Cost $44.15 Unrealized +2.0%
NEE Nextera Energy Inc 0.1%
Value ($000) $230 Shares 2,460 Est. Cost $55.28 Unrealized +39.9%
ABT Abbott Labs Common 0.1%
Value ($000) $226 Shares 1,609 Est. Cost $44.74 Unrealized +165.3%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $220 Shares 612 Est. Cost $313.23 Unrealized +9.8%
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $219 Shares 718 Est. Cost $140.56 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $195 Shares 2,882 Est. Cost $57.55 Unrealized -1.2%
SCI Service Corp International 0.0%
Value ($000) $188 Shares 2,650 Est. Cost $28.84 Unrealized +130.4%
BA Boeing 0.0%
Value ($000) $182 Shares 904 Est. Cost $266.34 Unrealized -20.7%
FNDF Schwab Fundamental Intl Large Co ETF 0.0%
Value ($000) $174 Shares 5,364 Est. Cost $28.06 Unrealized
RTX Raytheon Technologies Corp COMMON 0.0%
Value ($000) $172 Shares 1,998 Est. Cost $65.43 Unrealized +21.2%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $170 Shares 2,510 Est. Cost $33.60 Unrealized +70.8%
CVX Chevron Corp 0.0%
Value ($000) $166 Shares 1,417 Est. Cost $81.98 Unrealized +17.2%
HWKN Hawkins Inc 0.0%
Value ($000) $164 Shares 4,160 Est. Cost $27.78 Unrealized +33.2%
NKE Nike Inc Cl B 0.0%
Value ($000) $161 Shares 965 Est. Cost $53.03 Unrealized +191.5%
BAC Bank Of America 0.0%
Value ($000) $157 Shares 3,535 Est. Cost $18.37 Unrealized +123.3%
OGE OGE Energy Corp 0.0%
Value ($000) $154 Shares 4,000 Est. Cost $31.57 Unrealized +11.0%
PRU Prudential Financial 0.0%
Value ($000) $152 Shares 1,400 Est. Cost $51.06 Unrealized +74.0%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $151 Shares 1,346 Est. Cost $92.98 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.0%
Value ($000) $148 Shares 1,598 Est. Cost $1415.22 Unrealized
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $143 Shares 2,086 Est. Cost $42.81 Unrealized +28.1%
META Facebook Inc Class A 0.0%
Value ($000) $142 Shares 423 Est. Cost $182.71 Unrealized +80.4%
GD General Dynamics Corp 0.0%
Value ($000) $141 Shares 674 Est. Cost $150.42 Unrealized +23.2%
EMR Emerson Electric 0.0%
Value ($000) $141 Shares 1,512 Est. Cost $57.65 Unrealized +50.1%
COP Conocophillips 0.0%
Value ($000) $141 Shares 1,958 Est. Cost $40.99 Unrealized +52.8%
IWP iShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $140 Shares 1,218 Est. Cost $100.03 Unrealized
PG Procter & Gamble Co 0.0%
Value ($000) $135 Shares 824 Est. Cost $105.53 Unrealized +27.1%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $132 Shares 1,639 Est. Cost $60.80 Unrealized
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.0%
Value ($000) $131 Shares 988 Est. Cost $123.34 Unrealized
GS Goldman Sachs Grp Inc 0.0%
Value ($000) $127 Shares 332 Est. Cost $168.73 Unrealized +111.3%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $122 Shares 1,669 Est. Cost $64.41 Unrealized
TAP Molson Coors Brewing Co B 0.0%
Value ($000) $121 Shares 2,607 Est. Cost $42.58 Unrealized -5.3%
EL Lauder Estee Cos Inc Class A 0.0%
Value ($000) $118 Shares 320 Est. Cost $255.03 Unrealized +24.6%
ORCL Oracle Systems Corp 0.0%
Value ($000) $117 Shares 1,341 Est. Cost $49.41 Unrealized +79.9%
CL Colgate-Palmolive 0.0%
Value ($000) $106 Shares 1,244 Est. Cost $68.41 Unrealized +3.7%
MA Mastercard Inc Class A 0.0%
Value ($000) $104 Shares 289 Est. Cost $84.50 Unrealized +299.8%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $102 Shares 401 Est. Cost $154.69 Unrealized
USB US Bancorp New 0.0%
Value ($000) $94 Shares 1,665 Est. Cost $29.81 Unrealized +63.8%
SO Southern Company Inc 0.0%
Value ($000) $94 Shares 1,370 Est. Cost $30.72 Unrealized +78.1%
IWS iShares Russell Mid Cap Value Index ETF 0.0%
Value ($000) $93 Shares 764 Est. Cost $83.76 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $87 Shares 671 Est. Cost $114.73 Unrealized
O Realty Income Corp 0.0%
Value ($000) $86 Shares 1,197 Est. Cost $55.37 Unrealized 0.0%
GLW Corning Inc 0.0%
Value ($000) $84 Shares 2,245 Est. Cost $20.97 Unrealized +59.0%
FE First Energy Corp 0.0%
Value ($000) $82 Shares 1,981 Est. Cost $25.20 Unrealized +29.4%
LOW Lowes Companies Inc 0.0%
Value ($000) $81 Shares 312 Est. Cost $77.00 Unrealized +185.5%
IDA Idacorp Inc 0.0%
Value ($000) $79 Shares 700 Est. Cost $59.55 Unrealized +78.8%
Discovery Communications 0.0%
Value ($000) $79 Shares 3,346 Est. Cost $26.42 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $77 Shares 200 Est. Cost $137.50 Unrealized +153.2%
PSA Public Storage Inc 0.0%
Value ($000) $76 Shares 203 Est. Cost $151.92 Unrealized +81.4%
TXN Texas Instruments 0.0%
Value ($000) $75 Shares 400 Est. Cost $64.34 Unrealized +164.5%
WELL Welltower Inc 0.0%
Value ($000) $73 Shares 850 Est. Cost $48.83 Unrealized +53.7%
CB Chubb Limited 0.0%
Value ($000) $72 Shares 374 Est. Cost $115.31 Unrealized +54.0%
PSX Phillips 66 0.0%
Value ($000) $68 Shares 944 Est. Cost $69.84 Unrealized -7.3%
HPQ Hp Inc Common 0.0%
Value ($000) $68 Shares 1,795 Est. Cost $12.51 Unrealized +125.4%
PZA Invesco National Amt-Free Muni ETF 0.0%
Value ($000) $65 Shares 2,404 Est. Cost $26.62 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $64 Shares 261 Est. Cost $74.65 Unrealized +181.7%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $64 Shares 209 Est. Cost $257.74 Unrealized +2.3%
WM Waste Management Inc 0.0%
Value ($000) $64 Shares 381 Est. Cost $73.45 Unrealized +105.1%
ITM Vaneck Vectors Intermediate Muni ETF 0.0%
Value ($000) $64 Shares 1,248 Est. Cost $51.28 Unrealized
IP International Paper Co 0.0%
Value ($000) $63 Shares 1,337 Est. Cost $36.74 Unrealized +11.7%
JOE St Joe Co 0.0%
Value ($000) $62 Shares 1,200 Est. Cost $31.84 Unrealized +52.3%
CSX CSX Corp 0.0%
Value ($000) $61 Shares 1,629 Est. Cost $23.94 Unrealized +39.0%
OKE Oneok Inc New 0.0%
Value ($000) $60 Shares 1,024 Est. Cost $35.35 Unrealized +40.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $54 Shares 322 Est. Cost $152.43 Unrealized
Total SA ADR 0.0%
Value ($000) $53 Shares 1,064 Est. Cost $49.49 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $52 Shares 690 Est. Cost $68.92 Unrealized
CLX Clorox Company 0.0%
Value ($000) $52 Shares 300 Est. Cost $88.13 Unrealized +65.2%
CAJPY Canon Inc Spons ADR 0.0%
Value ($000) $51 Shares 2,075 Est. Cost $23.45 Unrealized
BBY Best Buy Co Inc 0.0%
Value ($000) $51 Shares 499 Est. Cost $54.37 Unrealized +72.5%
Arcimoto INC CORP 0.0%
Value ($000) $50 Shares 6,389 Est. Cost $17.22 Unrealized
UNH Unitedhealth Group Inc 0.0%
Value ($000) $49 Shares 98 Est. Cost $234.65 Unrealized +79.9%
EMN Eastman Chemical Co 0.0%
Value ($000) $48 Shares 398 Est. Cost $60.90 Unrealized +56.3%
TGT Target Corporation 0.0%
Value ($000) $46 Shares 200 Est. Cost $89.28 Unrealized +139.9%
BND Vanguard Total Bond Index ETF 0.0%
Value ($000) $45 Shares 535 Est. Cost $81.56 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $44 Shares 2,750 Est. Cost $13.20 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $44 Shares 200 Est. Cost $202.67 Unrealized +1.6%
CRM Salesforce.com Inc 0.0%
Value ($000) $43 Shares 171 Est. Cost $126.90 Unrealized +118.8%
MU Micron Technology Inc 0.0%
Value ($000) $42 Shares 455 Est. Cost $48.19 Unrealized +58.3%
AEP American Electrical Power Inc 0.0%
Value ($000) $42 Shares 475 Est. Cost $66.74 Unrealized +8.6%
CAH Cardinal Health Inc. 0.0%
Value ($000) $42 Shares 824 Est. Cost $48.23 Unrealized -7.5%
F Ford Motor Company New 0.0%
Value ($000) $42 Shares 2,015 Est. Cost $7.37 Unrealized +89.9%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $42 Shares 850 Est. Cost $38.82 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $40 Shares 180 Est. Cost $148.90 Unrealized +24.3%
iShares iBonds 12-2025 ETF 0.0%
Value ($000) $40 Shares 1,516 Est. Cost $26.97 Unrealized
IBDR iShares iBonds 12-2026 ETF 0.0%
Value ($000) $39 Shares 1,495 Est. Cost $26.09 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $39 Shares 163 Est. Cost $264.71 Unrealized -2.9%
ENB Enbridge Inc 0.0%
Value ($000) $38 Shares 972 Est. Cost $25.21 Unrealized +21.6%
DOV Dover Corp 0.0%
Value ($000) $38 Shares 210 Est. Cost $73.40 Unrealized +119.2%
RJF Raymond James Financial Inc 0.0%
Value ($000) $38 Shares 379 Est. Cost $49.15 Unrealized +89.1%
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) $35 Shares 119 Est. Cost $192.80 Unrealized
OLN Olin Corp 0.0%
Value ($000) $35 Shares 602 Est. Cost $17.44 Unrealized +195.9%
FSK FS KKR Capital Corp COMMON 0.0%
Value ($000) $35 Shares 1,690 Est. Cost $9.53 Unrealized +23.4%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $34 Shares 202 Est. Cost $39.66 Unrealized +295.3%
Glaxo Smith Kline PLC 0.0%
Value ($000) $34 Shares 765 Est. Cost $39.93 Unrealized
CTAS Cintas Corp Common 0.0%
Value ($000) $34 Shares 76 Est. Cost $27.09 Unrealized +282.9%
TMO Thermo Fisher Corp 0.0%
Value ($000) $33 Shares 50 Est. Cost $212.08 Unrealized +191.0%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $33 Shares 338 Est. Cost $75.08 Unrealized +5.8%
VOD Vodafone Group Plc ADR 0.0%
Value ($000) $33 Shares 2,195 Est. Cost $16.44 Unrealized
SMG Scotts Miracle-Grow 0.0%
Value ($000) $32 Shares 200 Est. Cost $54.98 Unrealized +136.9%
VV Vanguard Large-Cap Index ETF 0.0%
Value ($000) $32 Shares 146 Est. Cost $219.18 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $32 Shares 375 Est. Cost $65.87 Unrealized +3.4%
INGR Ingredion Inc 0.0%
Value ($000) $31 Shares 318 Est. Cost $85.49 Unrealized +12.5%
MDT Medtronic PLC 0.0%
Value ($000) $31 Shares 295 Est. Cost $65.14 Unrealized +56.6%
IYR iShares US Real Estate Index ETF 0.0%
Value ($000) $30 Shares 255 Est. Cost $63570.34 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $29 Shares 63 Est. Cost $365.08 Unrealized
BX Blackstone Group Inc Cl A 0.0%
Value ($000) $27 Shares 210 Est. Cost $42.09 Unrealized +175.9%
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $25 Shares 312 Est. Cost $18.60 Unrealized +57.1%
WMB Williams Companies 0.0%
Value ($000) $25 Shares 952 Est. Cost $15.69 Unrealized +45.0%
C Citigroup Inc 0.0%
Value ($000) $24 Shares 390 Est. Cost $56.47 Unrealized +1.3%
WRB WR Berkley Corp 0.0%
Value ($000) $24 Shares 292 Est. Cost $17.59 Unrealized +81.9%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $23 Shares 109 Est. Cost $182.00 Unrealized +11.8%
DIS Walt Disney Company 0.0%
Value ($000) $23 Shares 147 Est. Cost $107.60 Unrealized +46.6%
TRV Travelers Co Inc 0.0%
Value ($000) $23 Shares 144 Est. Cost $98.44 Unrealized +46.2%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $22 Shares 206 Est. Cost $81.25 Unrealized
WWD Woodward INC CORP COMMON 0.0%
Value ($000) $22 Shares 200 Est. Cost $99.77 Unrealized +9.5%
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 0.0%
Value ($000) $22 Shares 237 Est. Cost $92.83 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $22 Shares 400 Est. Cost $60.00 Unrealized
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $22 Shares 1,901 Est. Cost $9.17 Unrealized -3.9%
NSC Norfolk Southern Corp 0.0%
Value ($000) $22 Shares 75 Est. Cost $131.07 Unrealized +94.7%
CTSH Cognizant Tech Solutions 0.0%
Value ($000) $22 Shares 249 Est. Cost $52.77 Unrealized +42.6%
DG Dollar Gen Corp New Common 0.0%
Value ($000) $21 Shares 88 Est. Cost $133.95 Unrealized +54.1%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $21 Shares 180 Est. Cost $105588.89 Unrealized
BNO United Sts Brent Oil Fund Lp Unit 0.0%
Value ($000) $20 Shares 940 Est. Cost $10.64 Unrealized
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $20 Shares 427 Est. Cost $25.73 Unrealized +69.3%
BDX Becton Dickinson & Co 0.0%
Value ($000) $19 Shares 77 Est. Cost $187.15 Unrealized +19.4%
OEF Ishares S&p 100 Index Fund Etf 0.0%
Value ($000) $19 Shares 87 Est. Cost $218.39 Unrealized
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $19 Shares 82 Est. Cost $219.51 Unrealized
HYD Vaneck Vectors High Yield Muni ETF 0.0%
Value ($000) $18 Shares 282 Est. Cost $63.83 Unrealized
VFC VF Corp 0.0%
Value ($000) $17 Shares 235 Est. Cost $69.87 Unrealized +4.5%
AMAT Applied Materials 0.0%
Value ($000) $17 Shares 105 Est. Cost $51.32 Unrealized +172.0%
NVS Novartis AG-ADR 0.0%
Value ($000) $17 Shares 200 Est. Cost $11220.85 Unrealized
UBER Uber Technologies INC 0.0%
Value ($000) $16 Shares 370 Est. Cost $29.67 Unrealized +45.3%
VFH Vanguard Financials ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $87.50 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 -15.6%
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $15 Shares 249 Est. Cost $48.19 Unrealized
CAG Conagra 0.0%
Value ($000) $14 Shares 400 Est. Cost $26.21 Unrealized +2.9%
Western Asset Emerging Markets Debt CEF 0.0%
Value ($000) $14 Shares 1,115 Est. Cost $12.56 Unrealized
VOO Vanguard S&P 500 0.0%
Value ($000) $14 Shares 33 Est. Cost $424.24 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.84 Unrealized +1.9%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.16 Unrealized +16.7%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $13 Shares 200 Est. Cost $29.75 Unrealized +80.7%
IYG iShares Financial Services ETF 0.0%
Value ($000) $13 Shares 69 Est. Cost $112.28 Unrealized
EZU iShares MSCI Eurozone ETF 0.0%
Value ($000) $12 Shares 243 Est. Cost $45.27 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $12 Shares 100 Est. Cost $78.08 Unrealized +36.9%
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $12 Shares 175 Est. Cost $68.95 Unrealized -19.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $11 Shares 60 Est. Cost $62.58 Unrealized +133.4%
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $11 Shares 210 Est. Cost $2568.83 Unrealized
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $11 Shares 458 Est. Cost $18.46 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $11 Shares 100 Est. Cost $46.55 Unrealized -3.0%
Invesco Bulletshares 2022 Corp Bond ETF 0.0%
Value ($000) $11 Shares 524 Est. Cost $20.99 Unrealized
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $10 Shares 991 Est. Cost $39.35 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $78.49 Unrealized +31.7%
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $10 Shares 16 Est. Cost $460.22 Unrealized +47.9%
KR Kroger Co 0.0%
Value ($000) $9 Shares 200 Est. Cost $23.93 Unrealized +60.8%
OXY Occidental Petroleum 0.0%
Value ($000) $9 Shares 308 Est. Cost $51.89 Unrealized -42.9%
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $180.00 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $9 Shares 59 Est. Cost $112.52 Unrealized
ROKU Roku Inc Cl A Corp 0.0%
Value ($000) $9 Shares 40 Est. Cost $80.28 Unrealized +236.0%
DNP Select Income CEF 0.0%
Value ($000) $9 Shares 800 Est. Cost $10.00 Unrealized
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $8 Shares 253 Est. Cost $31.62 Unrealized
BABA Alibaba Group Hldg Ltd Sponsored Ads 0.0%
Value ($000) $8 Shares 69 Est. Cost $231.88 Unrealized
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $8 Shares 96 Est. Cost $95.40 Unrealized
EPP iShares MSCI Pacific Ex Japan ETF 0.0%
Value ($000) $8 Shares 160 Est. Cost $50.00 Unrealized
CCL Carnival Corp New F 0.0%
Value ($000) $8 Shares 400 Est. Cost $36.11 Unrealized -40.8%
SHAK Shake Shack INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.57 Unrealized +50.4%
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $7 Shares 60 Est. Cost $31.84 Unrealized +241.9%
AVGO Broadcom Inc Corp 0.0%
Value ($000) $7 Shares 10 Est. Cost $22.49 Unrealized +130.3%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $7 Shares 174 Est. Cost $34.48 Unrealized
PAA Plains All American Pipeline LP 0.0%
Value ($000) $7 Shares 750 Est. Cost $9.33 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.06 Unrealized +16.7%
Western Asset High Income Fund II 0.0%
Value ($000) $7 Shares 1,040 Est. Cost $6.73 Unrealized
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $6 Shares 41 Est. Cost $43.89 Unrealized
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $6 Shares 406 Est. Cost $7.17 Unrealized +86.1%
ECL Ecolab Inc 0.0%
Value ($000) $6 Shares 25 Est. Cost $134.27 Unrealized +60.5%
Eaton Vance Tax-Managed Global Buy-Write Opp CEF 0.0%
Value ($000) $6 Shares 520 Est. Cost $11.54 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5 Shares 337 Est. Cost $9.70 Unrealized +34.3%
HP Helmerich & Payne Inc 0.0%
Value ($000) $5 Shares 200 Est. Cost $65.43 Unrealized -56.5%
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
IUSV Ishares Tr Core Russell U S Value ETF 0.0%
Value ($000) $5 Shares 63 Est. Cost $51.41 Unrealized
DGRO Ishares Tr Core Divid Growth ETF 0.0%
Value ($000) $5 Shares 83 Est. Cost $48.19 Unrealized
IYF iShares DJ US Financials Sector ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.15 Unrealized
ViacomCBS Inc Cl B 0.0%
Value ($000) $5 Shares 150 Est. Cost $14.02 Unrealized
SKY Skyline Corp 0.0%
Value ($000) $4 Shares 55 Est. Cost $11.00 Unrealized +556.3%
Twitter Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.50 Unrealized
Spirit Aerosystems Holdings INC Hldgs A 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
MAC Macerich Co 0.0%
Value ($000) $4 Shares 242 Est. Cost $33.47 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
Lucid Group Inc. 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
IWM iShares Russell 2000 Index ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $214.29 Unrealized
PENN Penn National Gaming INC CORP COMMON 0.0%
Value ($000) $3 Shares 58 Est. Cost $25.13 Unrealized +141.3%
SGU Star Group LP 0.0%
Value ($000) $3 Shares 259 Est. Cost $10.69 Unrealized 0.0%
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $3 Shares 40 Est. Cost $56.67 Unrealized +43.5%
IJT iShares S&P Small Cap 600 Grth ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
KTB Kontoor Brands Inc Corp 0.0%
Value ($000) $2 Shares 33 Est. Cost $32.45 Unrealized +65.3%
QQQ Invesco QQQTrust Series 1 Invsc Srs ETF 0.0%
Value ($000) $2 Shares 5 Est. Cost $156.25 Unrealized
Canopy Growth Corp COMMON 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.00 Unrealized
Nikola Corporation CORP COMMON 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
Escrow Altegrity Inc. 0.0%
Value ($000) $1 Shares 200 Est. Cost $20.00 Unrealized
BCC Boise Cascade 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.46 Unrealized 0.0%
OGN Organon & Co 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.28 Unrealized +2.6%
OXY/WS Occidental Petroleum Corp Eqy Warrant Exp 8/3/27 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized
Micro Focus Int'l PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
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 -49.8%
CMBS iShares CMBS ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.98 Unrealized 0.0%
DSX Diana Shipping Inc ADR 0.0%
Value ($000) $1 Shares 250 Est. Cost $2.86 Unrealized 0.0%