River Wealth Advisors LLC Diversified Active

CIK: 0001642570 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $462,623 (100.0% shares, 0.0% debt)

Holdings (203)

AAPL APPLE INC 5.2%
Value ($000) $24,197 Shares 182,359 Est. Cost $89.10 Unrealized +31.3%
VEU VANGUARD INTL EQUITY INDEX F 4.0%
Value ($000) $18,559 Shares 318,002 Est. Cost $44.15 Unrealized
IWM ISHARES TR 3.2%
Value ($000) $15,009 Shares 76,554 Est. Cost $125.57 Unrealized
CWB SPDR SER TR 3.0%
Value ($000) $13,881 Shares 167,661 Est. Cost $52.97 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $13,598 Shares 61,136 Est. Cost $99.73 Unrealized +106.6%
BND VANGUARD BD INDEX FDS 2.7%
Value ($000) $12,702 Shares 144,033 Est. Cost $82.07 Unrealized
IVV ISHARES TR 2.7%
Value ($000) $12,505 Shares 33,311 Est. Cost $304.54 Unrealized
IWR ISHARES TR 2.5%
Value ($000) $11,775 Shares 171,779 Est. Cost $48.65 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $10,732 Shares 3,295 Est. Cost $73.17 Unrealized +118.1%
EEM ISHARES TR 2.3%
Value ($000) $10,609 Shares 205,323 Est. Cost $38.55 Unrealized
V VISA INC 2.1%
Value ($000) $9,602 Shares 43,897 Est. Cost $108.68 Unrealized +81.5%
SLQD ISHARES TR 1.8%
Value ($000) $8,112 Shares 155,334 Est. Cost $52.16 Unrealized
DIS DISNEY WALT CO 1.7%
Value ($000) $8,064 Shares 44,508 Est. Cost $101.97 Unrealized +37.5%
SYK STRYKER CORPORATION 1.7%
Value ($000) $7,787 Shares 31,780 Est. Cost $96.07 Unrealized +123.4%
VBK VANGUARD INDEX FDS 1.6%
Value ($000) $7,208 Shares 26,930 Est. Cost $220.79 Unrealized
GOOGL ALPHABET INC 1.5%
Value ($000) $7,160 Shares 4,085 Est. Cost $48.80 Unrealized +71.1%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $6,992 Shares 19,588 Est. Cost $130.21 Unrealized +148.3%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $6,679 Shares 52,559 Est. Cost $56.42 Unrealized +73.9%
ACN ACCENTURE PLC IRELAND 1.4%
Value ($000) $6,519 Shares 24,957 Est. Cost $137.72 Unrealized +62.0%
ELV ANTHEM INC 1.3%
Value ($000) $5,910 Shares 18,405 Est. Cost $150.18 Unrealized +90.6%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $5,849 Shares 21,407 Est. Cost $119.18 Unrealized +107.7%
VXF VANGUARD INDEX FDS 1.2%
Value ($000) $5,358 Shares 32,538 Est. Cost $127.99 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $5,200 Shares 35,067 Est. Cost $80.44 Unrealized +50.7%
TE CONNECTIVITY LTD 1.0%
Value ($000) $4,631 Shares 38,254 Est. Cost $70.94 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $4,216 Shares 18,337 Est. Cost $138.74 Unrealized +41.5%
EFA ISHARES TR 0.9%
Value ($000) $4,151 Shares 56,900 Est. Cost $64.79 Unrealized
BAC BK OF AMERICA CORP 0.9%
Value ($000) $4,086 Shares 134,798 Est. Cost $15.68 Unrealized +50.8%
TT TRANE TECHNOLOGIES PLC 0.9%
Value ($000) $4,028 Shares 27,750 Est. Cost $95.99 Unrealized +34.7%
LOW LOWES COS INC 0.9%
Value ($000) $4,024 Shares 25,070 Est. Cost $72.70 Unrealized +103.6%
IJH ISHARES TR 0.9%
Value ($000) $3,993 Shares 17,372 Est. Cost $156.59 Unrealized
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $3,764 Shares 25,262 Est. Cost $66.12 Unrealized +61.0%
ARW ARROW ELECTRS INC 0.8%
Value ($000) $3,649 Shares 37,500 Est. Cost $61.83 Unrealized +43.1%
TFC TRUIST FINL CORP 0.8%
Value ($000) $3,520 Shares 73,444 Est. Cost $40.89 Unrealized -12.8%
IJJ ISHARES TR 0.8%
Value ($000) $3,500 Shares 40,559 Est. Cost $108.92 Unrealized
DHR DANAHER CORPORATION 0.7%
Value ($000) $3,463 Shares 15,589 Est. Cost $40.39 Unrealized +385.3%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $3,386 Shares 7,270 Est. Cost $214.71 Unrealized +115.4%
HUN HUNTSMAN CORP 0.7%
Value ($000) $3,385 Shares 134,642 Est. Cost $17.21 Unrealized +44.2%
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $3,330 Shares 39,999 Est. Cost $79.34 Unrealized
ETN EATON CORP PLC 0.7%
Value ($000) $3,320 Shares 27,632 Est. Cost $68.02 Unrealized +52.7%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,263 Shares 55,538 Est. Cost $36.13 Unrealized +21.7%
GOOG ALPHABET INC 0.7%
Value ($000) $3,187 Shares 1,819 Est. Cost $41.41 Unrealized +102.2%
PLD PROLOGIS INC. 0.7%
Value ($000) $3,145 Shares 31,558 Est. Cost $80.58 Unrealized +8.5%
QQQ INVESCO QQQ TR 0.7%
Value ($000) $3,082 Shares 9,824 Est. Cost $171.84 Unrealized
CSL CARLISLE COS INC 0.7%
Value ($000) $3,018 Shares 19,323 Est. Cost $106.50 Unrealized +24.4%
HON HONEYWELL INTL INC 0.6%
Value ($000) $3,004 Shares 14,123 Est. Cost $107.56 Unrealized +52.2%
ORCL ORACLE CORP 0.6%
Value ($000) $2,928 Shares 45,262 Est. Cost $36.28 Unrealized +53.0%
META FACEBOOK INC 0.6%
Value ($000) $2,905 Shares 10,635 Est. Cost $145.37 Unrealized +87.3%
LINDE PLC 0.6%
Value ($000) $2,900 Shares 11,004 Est. Cost $157.54 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,889 Shares 42,373 Est. Cost $47.25 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $2,808 Shares 10,570 Est. Cost $120.24 Unrealized +101.7%
USB US BANCORP DEL 0.6%
Value ($000) $2,781 Shares 59,699 Est. Cost $30.60 Unrealized +10.6%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,769 Shares 17,596 Est. Cost $92.67 Unrealized +37.6%
UNILEVER PLC 0.6%
Value ($000) $2,722 Shares 45,095 Est. Cost $43.86 Unrealized
STZ CONSTELLATION BRANDS INC 0.6%
Value ($000) $2,595 Shares 11,848 Est. Cost $174.18 Unrealized +3.8%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,584 Shares 30,604 Est. Cost $68.86 Unrealized -5.6%
PHM PULTE GROUP INC 0.6%
Value ($000) $2,554 Shares 59,224 Est. Cost $19.45 Unrealized +116.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.6%
Value ($000) $2,546 Shares 16,521 Est. Cost $107.85 Unrealized +25.5%
ALLE ALLEGION PLC 0.5%
Value ($000) $2,417 Shares 20,765 Est. Cost $64.69 Unrealized +57.1%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $2,325 Shares 84,344 Est. Cost $14.95 Unrealized +38.9%
DHI D R HORTON INC 0.5%
Value ($000) $2,309 Shares 33,497 Est. Cost $43.86 Unrealized +57.9%
NKE NIKE INC 0.5%
Value ($000) $2,283 Shares 16,136 Est. Cost $78.21 Unrealized +57.5%
COF CAPITAL ONE FINL CORP 0.5%
Value ($000) $2,211 Shares 22,370 Est. Cost $70.34 Unrealized +10.5%
CB CHUBB LIMITED 0.5%
Value ($000) $2,157 Shares 14,012 Est. Cost $100.39 Unrealized +29.6%
COR AMERISOURCEBERGEN CORP 0.5%
Value ($000) $2,100 Shares 21,486 Est. Cost $73.80 Unrealized +21.1%
CVS CVS HEALTH CORP 0.4%
Value ($000) $1,978 Shares 28,965 Est. Cost $63.88 Unrealized -13.6%
ABBV ABBVIE INC 0.4%
Value ($000) $1,925 Shares 17,963 Est. Cost $59.68 Unrealized +32.3%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $1,910 Shares 22,937 Est. Cost $51.99 Unrealized +38.5%
RY ROYAL BK CDA 0.4%
Value ($000) $1,906 Shares 23,232 Est. Cost $64.48 Unrealized +20.0%
KRNY KEARNY FINL CORP MD 0.4%
Value ($000) $1,763 Shares 166,946 Est. Cost $11.33 Unrealized -16.6%
SCZ ISHARES TR 0.4%
Value ($000) $1,726 Shares 25,248 Est. Cost $57.65 Unrealized
IEMG ISHARES INC 0.4%
Value ($000) $1,725 Shares 27,810 Est. Cost $52.63 Unrealized
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $1,679 Shares 6,165 Est. Cost $105.80 Unrealized +118.7%
D DOMINION ENERGY INC 0.4%
Value ($000) $1,631 Shares 21,693 Est. Cost $47.74 Unrealized +32.8%
PPL PPL CORP 0.3%
Value ($000) $1,603 Shares 56,841 Est. Cost $20.87 Unrealized +11.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,572 Shares 21,980 Est. Cost $54.61 Unrealized +7.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $1,565 Shares 4,762 Est. Cost $103.78 Unrealized +211.4%
PSX PHILLIPS 66 0.3%
Value ($000) $1,531 Shares 21,896 Est. Cost $54.46 Unrealized -11.9%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,482 Shares 17,327 Est. Cost $57.25 Unrealized +28.2%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,481 Shares 4,222 Est. Cost $214.20 Unrealized +43.9%
T AT&T INC 0.3%
Value ($000) $1,474 Shares 51,251 Est. Cost $13.89 Unrealized +10.7%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,440 Shares 4,189 Est. Cost $283.06 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,438 Shares 3,847 Est. Cost $267.05 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $1,387 Shares 14,420 Est. Cost $81.99 Unrealized
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $1,386 Shares 9,153 Est. Cost $54.58 Unrealized +109.5%
IJR ISHARES TR 0.3%
Value ($000) $1,357 Shares 14,763 Est. Cost $79.03 Unrealized
IWB ISHARES TR 0.3%
Value ($000) $1,310 Shares 6,185 Est. Cost $171.71 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $1,302 Shares 11,127 Est. Cost $100.21 Unrealized +5.0%
TM TOYOTA MOTOR CORP 0.3%
Value ($000) $1,295 Shares 8,375 Est. Cost $137.10 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,277 Shares 31,940 Est. Cost $44.64 Unrealized -31.2%
INTC INTEL CORP 0.3%
Value ($000) $1,254 Shares 25,174 Est. Cost $43.59 Unrealized +1.0%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,211 Shares 7,950 Est. Cost $117.20 Unrealized +6.4%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,205 Shares 2,307 Est. Cost $5.52 Unrealized +141.6%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,197 Shares 8,602 Est. Cost $74.78 Unrealized +64.7%
VEA VANGUARD TAX-MANAGED INTL FD 0.3%
Value ($000) $1,191 Shares 25,234 Est. Cost $36.63 Unrealized
IJK ISHARES TR 0.3%
Value ($000) $1,181 Shares 16,355 Est. Cost $129.30 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,112 Shares 4,679 Est. Cost $89.36 Unrealized +129.1%
BOTZ GLOBAL X FDS 0.2%
Value ($000) $1,107 Shares 33,422 Est. Cost $23.95 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,063 Shares 5,214 Est. Cost $81.96 Unrealized +120.8%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,051 Shares 20,965 Est. Cost $38.51 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,042 Shares 5,915 Est. Cost $67.84 Unrealized +117.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,006 Shares 13,046 Est. Cost $55.13 Unrealized +19.1%
DE DEERE & CO 0.2%
Value ($000) $973 Shares 3,617 Est. Cost $72.33 Unrealized +220.9%
TGT TARGET CORP 0.2%
Value ($000) $951 Shares 5,385 Est. Cost $57.23 Unrealized +153.2%
MAS MASCO CORP 0.2%
Value ($000) $924 Shares 16,824 Est. Cost $26.03 Unrealized +93.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $902 Shares 4,957 Est. Cost $86.30 Unrealized +78.4%
C CITIGROUP INC 0.2%
Value ($000) $892 Shares 14,461 Est. Cost $40.22 Unrealized +5.3%
TJX TJX COS INC NEW 0.2%
Value ($000) $866 Shares 12,685 Est. Cost $47.66 Unrealized +18.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $859 Shares 4,005 Est. Cost $169.69 Unrealized +13.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $852 Shares 19,044 Est. Cost $37.38 Unrealized -5.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $836 Shares 3,606 Est. Cost $168.78 Unrealized +30.5%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $822 Shares 2,323 Est. Cost $218.06 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $814 Shares 5,646 Est. Cost $91.37 Unrealized +37.9%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $801 Shares 5,744 Est. Cost $123.10 Unrealized -3.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $786 Shares 3,503 Est. Cost $205.06 Unrealized -2.6%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $782 Shares 6,015 Est. Cost $71.45 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $770 Shares 3,696 Est. Cost $148.71 Unrealized +19.7%
VARIAN MED SYS INC 0.2%
Value ($000) $741 Shares 4,234 Est. Cost $139.54 Unrealized
IR INGERSOLL RAND INC 0.2%
Value ($000) $737 Shares 16,177 Est. Cost $31.60 Unrealized +30.3%
FDX FEDEX CORP 0.2%
Value ($000) $720 Shares 2,773 Est. Cost $181.03 Unrealized +38.7%
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $715 Shares 19,565 Est. Cost $35.49 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $702 Shares 19,081 Est. Cost $22.25 Unrealized +28.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $650 Shares 10,483 Est. Cost $46.44 Unrealized +7.7%
MRK MERCK & CO. INC 0.1%
Value ($000) $649 Shares 7,930 Est. Cost $48.80 Unrealized +32.9%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $646 Shares 4,166 Est. Cost $103.74 Unrealized +28.0%
KO COCA COLA CO 0.1%
Value ($000) $638 Shares 11,642 Est. Cost $34.16 Unrealized +29.6%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $633 Shares 4,695 Est. Cost $83.55 Unrealized +38.8%
BA BOEING CO 0.1%
Value ($000) $630 Shares 2,945 Est. Cost $315.99 Unrealized -39.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $624 Shares 15,130 Est. Cost $50.42 Unrealized -39.8%
AGG ISHARES TR 0.1%
Value ($000) $622 Shares 5,262 Est. Cost $110.73 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $594 Shares 3,052 Est. Cost $155.36 Unrealized
MMM 3M CO 0.1%
Value ($000) $592 Shares 3,386 Est. Cost $104.11 Unrealized +12.9%
MUB ISHARES TR 0.1%
Value ($000) $567 Shares 4,841 Est. Cost $116.00 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $549 Shares 14,476 Est. Cost $29.52 Unrealized
VFC V F CORP 0.1%
Value ($000) $536 Shares 6,279 Est. Cost $62.17 Unrealized +28.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $535 Shares 1,506 Est. Cost $238.13 Unrealized +33.9%
MTB M & T BK CORP 0.1%
Value ($000) $531 Shares 4,175 Est. Cost $95.12 Unrealized +1.6%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $513 Shares 4,304 Est. Cost $72.50 Unrealized +52.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $510 Shares 4,322 Est. Cost $96.95 Unrealized +10.8%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $508 Shares 3,162 Est. Cost $98.20 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $493 Shares 5,449 Est. Cost $52.60 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $489 Shares 12,970 Est. Cost $28.36 Unrealized +19.2%
LAM RESEARCH CORP 0.1%
Value ($000) $489 Shares 1,036 Est. Cost $340.44 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $481 Shares 2,119 Est. Cost $112.01 Unrealized +77.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $476 Shares 9,087 Est. Cost $35.27 Unrealized +18.1%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $474 Shares 5,213 Est. Cost $66.88 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $463 Shares 856 Est. Cost $33.05 Unrealized +53.4%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $463 Shares 6,851 Est. Cost $51.25 Unrealized +17.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $440 Shares 14,940 Est. Cost $25.50 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $438 Shares 2,150 Est. Cost $148.47 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $436 Shares 7,774 Est. Cost $52.27 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $435 Shares 3,257 Est. Cost $119.77 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $427 Shares 4,032 Est. Cost $100.00 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $410 Shares 4,364 Est. Cost $72.50 Unrealized +16.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $408 Shares 970 Est. Cost $272.49 Unrealized
MOG/A MOOG INC 0.1%
Value ($000) $403 Shares 5,088 Est. Cost $68.32 Unrealized +2.1%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $401 Shares 4,382 Est. Cost $83.12 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $401 Shares 9,230 Est. Cost $27.87 Unrealized +66.4%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $387 Shares 4,257 Est. Cost $65.28 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $385 Shares 3,596 Est. Cost $48.41 Unrealized +75.9%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $377 Shares 1,685 Est. Cost $165.16 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $371 Shares 2,261 Est. Cost $104.42 Unrealized +28.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $370 Shares 1,213 Est. Cost $298.08 Unrealized -5.7%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $368 Shares 5,741 Est. Cost $50.63 Unrealized
RMD RESMED INC 0.1%
Value ($000) $353 Shares 1,663 Est. Cost $162.32 Unrealized +17.6%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $353 Shares 9,792 Est. Cost $33.54 Unrealized
HERSHA HOSPITALITY TR 0.1%
Value ($000) $345 Shares 43,691 Est. Cost $17.07 Unrealized
WKC WORLD FUEL SVCS CORP 0.1%
Value ($000) $345 Shares 3,637 Est. Cost $24.89 Unrealized +7.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $344 Shares 3,760 Est. Cost $54.33 Unrealized +39.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $340 Shares 2,424 Est. Cost $87.54 Unrealized +32.1%
IEFA ISHARES TR 0.1%
Value ($000) $338 Shares 4,890 Est. Cost $61.53 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $326 Shares 3,121 Est. Cost $82.85 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $314 Shares 3,288 Est. Cost $86.16 Unrealized -1.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $313 Shares 3,534 Est. Cost $58.95 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $301 Shares 799 Est. Cost $315.15 Unrealized +10.2%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $297 Shares 1,412 Est. Cost $153.70 Unrealized +28.9%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $293 Shares 9,552 Est. Cost $24.50 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $285 Shares 2,434 Est. Cost $86.48 Unrealized +9.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $284 Shares 1,136 Est. Cost $139.80 Unrealized +53.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $273 Shares 1,078 Est. Cost $253.25 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $273 Shares 2,027 Est. Cost $108.63 Unrealized +9.9%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $272 Shares 1,315 Est. Cost $177.45 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $269 Shares 3,248 Est. Cost $58.86 Unrealized +2.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $269 Shares 8,904 Est. Cost $37.76 Unrealized -39.0%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $268 Shares 2,755 Est. Cost $95.75 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $259 Shares 1,491 Est. Cost $161.42 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $256 Shares 2,033 Est. Cost $98.47 Unrealized -5.1%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $253 Shares 4,477 Est. Cost $51.30 Unrealized -1.2%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $245 Shares 1,044 Est. Cost $187.90 Unrealized +10.0%
FDIQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $243 Shares 5,132 Est. Cost $35.48 Unrealized
GL GLOBE LIFE INC 0.1%
Value ($000) $243 Shares 2,562 Est. Cost $76.36 Unrealized +11.8%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $238 Shares 1,600 Est. Cost $130.64 Unrealized 0.0%
CHEMOCENTRYX INC 0.1%
Value ($000) $235 Shares 3,800 Est. Cost $57.63 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $229 Shares 2,425 Est. Cost $86.90 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $223 Shares 892 Est. Cost $238.16 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value ($000) $219 Shares 2,410 Est. Cost $81.68 Unrealized +7.9%
WMT WALMART INC 0.0%
Value ($000) $214 Shares 1,485 Est. Cost $45.24 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $207 Shares 2,577 Est. Cost $66.82 Unrealized 0.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $206 Shares 4,339 Est. Cost $44.47 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $206 Shares 1,667 Est. Cost $107.71 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $205 Shares 1,487 Est. Cost $134.78 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $202 Shares 4,776 Est. Cost $42.29 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $200 Shares 3,471 Est. Cost $57.62 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $130 Shares 11,004 Est. Cost $7.39 Unrealized +21.7%