Kovitz Investment Group Partners, LLC Diversified Active

CIK: 0001665198 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $4,108,115 (100.0% shares, 0.0% debt)

Holdings (412)

AAPL APPLE COMPUTER INC 4.0%
Value ($000) $164,750 Shares 1,241,612 Est. Cost $85.17 Unrealized +37.4%
GOOG ALPHABET INC - CL C 3.7%
Value ($000) $152,162 Shares 86,856 Est. Cost $83.74 Unrealized 0.0%
DIS WALT DISNEY CO 3.3%
Value ($000) $133,999 Shares 739,591 Est. Cost $107.25 Unrealized +30.8%
BRK/B BERKSHIRE HATHAWAY - CL B 3.1%
Value ($000) $128,894 Shares 555,891 Est. Cost $136.98 Unrealized +60.8%
PWR QUANTA SVCS INC 3.1%
Value ($000) $126,222 Shares 1,752,601 Est. Cost $34.29 Unrealized +90.4%
META FACEBOOK INC 3.0%
Value ($000) $124,074 Shares 454,217 Est. Cost $194.43 Unrealized +40.0%
PM PHILIP MORRIS INTERNATIONAL 2.8%
Value ($000) $113,554 Shares 1,371,586 Est. Cost $58.24 Unrealized +3.6%
AON AON PLC 2.5%
Value ($000) $103,530 Shares 490,035 Est. Cost $196.52 Unrealized 0.0%
BDX BECTON, DICKINSON & CO 2.3%
Value ($000) $95,679 Shares 382,377 Est. Cost $221.90 Unrealized -3.3%
AXP AMERICAN EXPRESS CO 2.3%
Value ($000) $94,135 Shares 778,557 Est. Cost $74.54 Unrealized +39.3%
GM GENERAL MTRS CO 2.2%
Value ($000) $88,950 Shares 2,136,172 Est. Cost $37.51 Unrealized 0.0%
JACOBS ENGR GROUP INC 2.1%
Value ($000) $85,967 Shares 788,977 Est. Cost $60.65 Unrealized
MSI MOTOROLA SOLUTIONS INC 2.0%
Value ($000) $82,566 Shares 485,513 Est. Cost $147.06 Unrealized +7.0%
ADSK AUTODESK INC 2.0%
Value ($000) $81,567 Shares 267,134 Est. Cost $206.25 Unrealized +27.8%
AMZN AMAZON.COM INC 2.0%
Value ($000) $80,798 Shares 24,808 Est. Cost $110.58 Unrealized +44.3%
CHTR CHARTER COMMUNICATIONS INC CL 1.9%
Value ($000) $78,731 Shares 119,010 Est. Cost $590.63 Unrealized +7.8%
JPM JP MORGAN SECURITIES 1.9%
Value ($000) $76,492 Shares 601,969 Est. Cost $60.28 Unrealized +62.8%
HAS HASBRO INC 1.7%
Value ($000) $71,514 Shares 764,528 Est. Cost $68.18 Unrealized +6.5%
GDDY GODADDY INC. 1.7%
Value ($000) $70,245 Shares 846,840 Est. Cost $66.76 Unrealized +17.6%
NTRS NORTHERN TR CORP COM 1.7%
Value ($000) $69,256 Shares 743,570 Est. Cost $74.94 Unrealized +0.5%
BX BLACKSTONE GROUP INC 1.7%
Value ($000) $68,795 Shares 1,061,483 Est. Cost $45.19 Unrealized +8.0%
GIL GILDAN ACTIVEWEAR INC 1.6%
Value ($000) $67,729 Shares 2,418,026 Est. Cost $24.87 Unrealized -9.8%
SCHW THE CHARLES SCHWAB CORP 1.6%
Value ($000) $63,854 Shares 1,203,882 Est. Cost $40.08 Unrealized +5.7%
BKNG BOOKING HOLDINGS INC 1.6%
Value ($000) $63,751 Shares 28,623 Est. Cost $1761.53 Unrealized +7.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.5%
Value ($000) $61,862 Shares 850,336 Est. Cost $59.83 Unrealized +12.0%
KMX CARMAX INC 1.4%
Value ($000) $58,853 Shares 623,044 Est. Cost $60.99 Unrealized +53.8%
CBRE CBRE GROUP INC 1.4%
Value ($000) $58,572 Shares 933,859 Est. Cost $55.26 Unrealized +2.3%
EXPE EXPEDIA GROUP INC 1.3%
Value ($000) $52,445 Shares 396,112 Est. Cost $108.03 Unrealized +3.5%
LMT LOCKHEED MARTIN 1.3%
Value ($000) $51,603 Shares 145,368 Est. Cost $327.17 Unrealized -2.5%
ARISTA NETWORKS INC 1.2%
Value ($000) $49,981 Shares 172,009 Est. Cost $208.36 Unrealized
LOW LOWE`S COMPANIES INC 1.1%
Value ($000) $45,634 Shares 284,304 Est. Cost $100.06 Unrealized +48.0%
MHK MOHAWK INDS INC COM 1.1%
Value ($000) $45,207 Shares 320,732 Est. Cost $165.21 Unrealized -27.1%
GOOGL ALPHABET INC - CL A 1.1%
Value ($000) $45,148 Shares 25,760 Est. Cost $67.59 Unrealized +23.5%
C CITIGROUP INC 1.0%
Value ($000) $42,326 Shares 686,435 Est. Cost $37.35 Unrealized +13.5%
V VISA INC 1.0%
Value ($000) $41,060 Shares 187,718 Est. Cost $177.88 Unrealized +10.9%
MSFT MICROSOFT CORP 0.9%
Value ($000) $35,246 Shares 158,464 Est. Cost $96.99 Unrealized +112.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.7%
Value ($000) $29,940 Shares 226,660 Est. Cost $115.14 Unrealized 0.0%
COVETRUS INC 0.6%
Value ($000) $25,817 Shares 898,310 Est. Cost $28.74 Unrealized
QCOM QUALCOMM INC. 0.5%
Value ($000) $21,155 Shares 138,866 Est. Cost $46.11 Unrealized +170.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $20,788 Shares 132,087 Est. Cost $106.70 Unrealized +19.5%
NVR NVR ORD 0.5%
Value ($000) $20,489 Shares 5,022 Est. Cost $3860.26 Unrealized +7.7%
VIACOMCBS INC 0.4%
Value ($000) $16,473 Shares 442,097 Est. Cost $14.01 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $15,943 Shares 249,817 Est. Cost $91.40 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $15,419 Shares 309,495 Est. Cost $41.23 Unrealized +6.8%
CMCSA COMCAST CORP 0.4%
Value ($000) $14,982 Shares 285,906 Est. Cost $30.67 Unrealized +35.8%
BAC BANK OF AMERICA CORP. 0.4%
Value ($000) $14,462 Shares 477,120 Est. Cost $13.21 Unrealized +79.0%
SPY SPDR - S&P 500 INDEX 0.4%
Value ($000) $14,417 Shares 38,560 Est. Cost $373.88 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $12,796 Shares 48,524 Est. Cost $206.14 Unrealized -4.4%
CAT CATERPILLAR INC. 0.3%
Value ($000) $12,765 Shares 70,127 Est. Cost $120.78 Unrealized +27.5%
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $12,591 Shares 60,893 Est. Cost $142.38 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $11,814 Shares 49,719 Est. Cost $143.83 Unrealized +42.3%
TGT TARGET CORPORATION 0.3%
Value ($000) $11,692 Shares 66,234 Est. Cost $144.87 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $11,637 Shares 260,045 Est. Cost $35.67 Unrealized -1.1%
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $11,633 Shares 59,755 Est. Cost $123.37 Unrealized
BMY BRISTOL MYERS SQUIB 0.3%
Value ($000) $11,581 Shares 186,693 Est. Cost $37.48 Unrealized +33.5%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $11,073 Shares 48,160 Est. Cost $155.70 Unrealized +26.1%
M D C HLDGS INC COM 0.3%
Value ($000) $11,030 Shares 226,947 Est. Cost $28.18 Unrealized
GLW CORNING INC 0.3%
Value ($000) $10,959 Shares 304,414 Est. Cost $26.17 Unrealized +18.0%
WMT WAL MART STORES INC COM 0.3%
Value ($000) $10,876 Shares 75,446 Est. Cost $27.57 Unrealized +64.1%
FITB FIFTH THIRD BANCORP COM 0.3%
Value ($000) $10,700 Shares 388,109 Est. Cost $19.78 Unrealized +5.0%
VG - U.S. SHORT-TERM CORP BONDS 0.3%
Value ($000) $10,417 Shares 125,127 Est. Cost $83.25 Unrealized
FDX FEDERAL EXPRESS 0.3%
Value ($000) $10,352 Shares 39,875 Est. Cost $154.37 Unrealized +62.7%
ETN EATON CORP 0.2%
Value ($000) $10,153 Shares 84,505 Est. Cost $103.87 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $10,089 Shares 92,144 Est. Cost $56.54 Unrealized +75.6%
ORCL ORACLE CORP 0.2%
Value ($000) $9,732 Shares 150,442 Est. Cost $55.51 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ET 0.2%
Value ($000) $9,562 Shares 49,127 Est. Cost $134.63 Unrealized
VT VG - TOTAL WORLD STOCK INDEX 0.2%
Value ($000) $9,507 Shares 102,688 Est. Cost $74.99 Unrealized
SEAGATE TECHNOLOGY PLC 0.2%
Value ($000) $9,157 Shares 147,318 Est. Cost $62.16 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $9,095 Shares 133,165 Est. Cost $54.07 Unrealized +2.1%
ALB ALBEMARLE CORP 0.2%
Value ($000) $8,959 Shares 60,729 Est. Cost $71.73 Unrealized +55.7%
CE CELANESE CORP DEL 0.2%
Value ($000) $8,784 Shares 67,598 Est. Cost $85.53 Unrealized +33.0%
DE DEERE & CO COM 0.2%
Value ($000) $8,757 Shares 32,547 Est. Cost $131.66 Unrealized +76.3%
PNC PNC BANK CORPORATION 0.2%
Value ($000) $8,428 Shares 56,562 Est. Cost $98.57 Unrealized +8.0%
IBM INTL BUSINESS MACH. 0.2%
Value ($000) $8,340 Shares 66,256 Est. Cost $90.08 Unrealized +3.7%
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $8,290 Shares 83,861 Est. Cost $80.63 Unrealized -3.6%
WHR WHIRLPOOL CORP 0.2%
Value ($000) $8,281 Shares 45,882 Est. Cost $113.86 Unrealized +68.2%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $8,271 Shares 64,605 Est. Cost $99.01 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $8,179 Shares 36,016 Est. Cost $117.76 Unrealized +68.4%
RHI ROBERT HALF INTL INC 0.2%
Value ($000) $7,996 Shares 127,977 Est. Cost $47.54 Unrealized +25.5%
DLR DIGITAL REALTY TRUST INC 0.2%
Value ($000) $7,888 Shares 56,542 Est. Cost $86.18 Unrealized +38.6%
ACWI IS - MSCI ALL COUNTRY WORLD INDEX 0.2%
Value ($000) $7,735 Shares 85,262 Est. Cost $74.16 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $7,620 Shares 93,159 Est. Cost $64.56 Unrealized +0.4%
MAN MANPOWERGROUP INCORPORATED 0.2%
Value ($000) $7,485 Shares 83,005 Est. Cost $82.21 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $7,445 Shares 147,683 Est. Cost $37.72 Unrealized +13.5%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $7,377 Shares 43,694 Est. Cost $137.79 Unrealized +2.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $7,372 Shares 62,930 Est. Cost $82.40 Unrealized +15.4%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $7,314 Shares 93,689 Est. Cost $61.26 Unrealized -8.1%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $7,204 Shares 95,828 Est. Cost $39.69 Unrealized +48.2%
HD HOME DEPOT INC 0.2%
Value ($000) $7,129 Shares 26,840 Est. Cost $133.66 Unrealized +81.4%
ABBV ABBVIE INC 0.2%
Value ($000) $6,903 Shares 64,423 Est. Cost $69.01 Unrealized +14.4%
NORDSTROM INC 0.2%
Value ($000) $6,794 Shares 217,678 Est. Cost $14.20 Unrealized
VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $6,783 Shares 125,452 Est. Cost $54.07 Unrealized
LAM RESEARCH CORPORATION 0.2%
Value ($000) $6,777 Shares 14,350 Est. Cost $139.02 Unrealized
AVGO BROADCOM LTD 0.2%
Value ($000) $6,558 Shares 14,978 Est. Cost $24.28 Unrealized +43.4%
NTAP NETAPP INC 0.2%
Value ($000) $6,509 Shares 98,259 Est. Cost $46.56 Unrealized 0.0%
MMM 3M CO. 0.2%
Value ($000) $6,495 Shares 37,158 Est. Cost $113.62 Unrealized +3.4%
VIS VG - INDUSTRIALS ETF 0.2%
Value ($000) $6,404 Shares 37,670 Est. Cost $110.79 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $6,306 Shares 40,921 Est. Cost $135.38 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.2%
Value ($000) $6,294 Shares 68,486 Est. Cost $56.12 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $6,250 Shares 42,141 Est. Cost $98.29 Unrealized +23.4%
GEN NORTONLIFELOCK INC 0.2%
Value ($000) $6,168 Shares 296,837 Est. Cost $12.71 Unrealized +42.7%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $6,060 Shares 43,553 Est. Cost $88.83 Unrealized +38.6%
PFE PFIZER INC 0.1%
Value ($000) $6,020 Shares 163,538 Est. Cost $27.64 Unrealized +3.6%
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $5,931 Shares 100,948 Est. Cost $43.98 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $5,900 Shares 41,705 Est. Cost $69.24 Unrealized +77.9%
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $5,789 Shares 89,836 Est. Cost $49.11 Unrealized +8.4%
EOG EOG RES INC 0.1%
Value ($000) $5,717 Shares 114,637 Est. Cost $34.50 Unrealized -1.1%
TRUIST FINL CORP COM 0.1%
Value ($000) $5,676 Shares 118,425 Est. Cost $56.01 Unrealized
SCHP SCHW - U.S. TIPS ETF 0.1%
Value ($000) $5,669 Shares 91,315 Est. Cost $58.28 Unrealized
BENCHMARK ELECTRONICS INC 0.1%
Value ($000) $5,630 Shares 208,448 Est. Cost $20.91 Unrealized
BROOKFIELD ASSET MANAGEMENT INC 0.1%
Value ($000) $5,427 Shares 131,491 Est. Cost $41.92 Unrealized
SPDR - UTILITIES SECTOR 0.1%
Value ($000) $5,424 Shares 86,511 Est. Cost $62.70 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $5,280 Shares 35,476 Est. Cost $138.07 Unrealized -5.4%
CMA COMERICA INC 0.1%
Value ($000) $5,233 Shares 93,683 Est. Cost $47.18 Unrealized -18.7%
MCD MCDONALD`S CORP 0.1%
Value ($000) $5,139 Shares 23,951 Est. Cost $125.80 Unrealized +53.6%
GBX GREENBRIER COS INC 0.1%
Value ($000) $5,132 Shares 141,054 Est. Cost $22.05 Unrealized +29.0%
COHU COHU INC 0.1%
Value ($000) $5,081 Shares 133,085 Est. Cost $18.60 Unrealized +46.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $4,904 Shares 84,176 Est. Cost $52.47 Unrealized -5.9%
IS-0-5 INVESTMENT GRADE CORP BONDS 0.1%
Value ($000) $4,837 Shares 92,636 Est. Cost $52.22 Unrealized
ACUITY BRANDS INC 0.1%
Value ($000) $4,780 Shares 39,474 Est. Cost $105.09 Unrealized
BLACKROCK INC. 0.1%
Value ($000) $4,731 Shares 6,556 Est. Cost $436.73 Unrealized
ONB OLD NATL BANCORP 0.1%
Value ($000) $4,707 Shares 284,240 Est. Cost $17.86 Unrealized -14.2%
XOM EXXON MOBIL 0.1%
Value ($000) $4,685 Shares 113,648 Est. Cost $30.36 Unrealized 0.0%
HON HONEYWELL INTL 0.1%
Value ($000) $4,682 Shares 22,010 Est. Cost $135.23 Unrealized +21.1%
PNW PINNACLE WEST CAPITAL CORP USD 0.1%
Value ($000) $4,679 Shares 58,520 Est. Cost $68.57 Unrealized -4.0%
KSS KOHLS CORP 0.1%
Value ($000) $4,664 Shares 114,619 Est. Cost $61.24 Unrealized -52.5%
JBL JABIL INC 0.1%
Value ($000) $4,627 Shares 108,798 Est. Cost $23.60 Unrealized +57.3%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $4,582 Shares 92,150 Est. Cost $30.57 Unrealized +17.3%
ROYAL CARIBEEAN CRUISES LTD 0.1%
Value ($000) $4,570 Shares 61,185 Est. Cost $97.78 Unrealized
METLIFE INC COM 0.1%
Value ($000) $4,541 Shares 96,715 Est. Cost $42.56 Unrealized
WM WASTE MANAGEMENT 0.1%
Value ($000) $4,506 Shares 38,205 Est. Cost $97.00 Unrealized +10.8%
MUB IS - INTERMEDIATE MUNICIPAL BONDS 0.1%
Value ($000) $4,494 Shares 38,345 Est. Cost $114.44 Unrealized
SJM J M SMUCKER CO 0.1%
Value ($000) $4,400 Shares 38,058 Est. Cost $82.95 Unrealized +18.4%
SPDR - S&P BIOTECH 0.1%
Value ($000) $4,371 Shares 31,045 Est. Cost $140.80 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $4,254 Shares 19,420 Est. Cost $155.67 Unrealized +16.2%
VHT VG - HEALTH CARE ETF 0.1%
Value ($000) $4,242 Shares 18,959 Est. Cost $171.51 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $4,184 Shares 11,931 Est. Cost $245.60 Unrealized +25.5%
BK BANK OF NEW YORK MELLON 0.1%
Value ($000) $4,097 Shares 96,540 Est. Cost $33.79 Unrealized -1.9%
EBAY EBAY INC. 0.1%
Value ($000) $4,096 Shares 81,509 Est. Cost $36.31 Unrealized +28.6%
SPSB SPDR - SHORT-TERM CORPORATES 0.1%
Value ($000) $4,068 Shares 129,555 Est. Cost $30.97 Unrealized
FOOT LOCKER INC 0.1%
Value ($000) $4,029 Shares 99,625 Est. Cost $43.09 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $4,019 Shares 11,693 Est. Cost $246.59 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $3,906 Shares 22,825 Est. Cost $126.43 Unrealized +15.8%
KR KROGER CO 0.1%
Value ($000) $3,901 Shares 122,838 Est. Cost $26.36 Unrealized +10.2%
BIIB BIOGEN IDEC INC COM 0.1%
Value ($000) $3,885 Shares 15,868 Est. Cost $259.08 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $3,882 Shares 35,314 Est. Cost $69.96 Unrealized +23.9%
SNY SANOFI AVENTIS SPONSORED ADR 0.1%
Value ($000) $3,856 Shares 79,360 Est. Cost $48.59 Unrealized
VG - U.S. INTERM-TERM CORP BONDS 0.1%
Value ($000) $3,719 Shares 38,280 Est. Cost $97.15 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $3,683 Shares 51,792 Est. Cost $21.56 Unrealized +10.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $3,633 Shares 62,136 Est. Cost $46.15 Unrealized +8.6%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $3,630 Shares 22,070 Est. Cost $126.21 Unrealized +10.8%
MBB IS - BARCLAYS MBS (MORTGAGE BONDS) 0.1%
Value ($000) $3,557 Shares 32,300 Est. Cost $110.64 Unrealized
PHYSICIANS RLTY TR 0.1%
Value ($000) $3,523 Shares 197,908 Est. Cost $16.29 Unrealized
AMAT APPLIED MATERIALS 0.1%
Value ($000) $3,479 Shares 40,313 Est. Cost $54.82 Unrealized +29.0%
VG - CONSUMER DURABLES ETF 0.1%
Value ($000) $3,471 Shares 12,613 Est. Cost $275.19 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $3,445 Shares 14,708 Est. Cost $110.15 Unrealized +87.7%
NEM NEWMONT CORP 0.1%
Value ($000) $3,408 Shares 56,910 Est. Cost $26.05 Unrealized +100.9%
AZO AUTOZONE INC 0.1%
Value ($000) $3,373 Shares 2,845 Est. Cost $1173.40 Unrealized -1.3%
ELV ANTHEM INC 0.1%
Value ($000) $3,349 Shares 10,429 Est. Cost $254.05 Unrealized +12.6%
JUNIPER NETWORKS INC 0.1%
Value ($000) $3,335 Shares 148,157 Est. Cost $26.90 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $3,321 Shares 14,797 Est. Cost $198.53 Unrealized +0.6%
KIM KIMCO RLTY CORP 0.1%
Value ($000) $3,254 Shares 216,763 Est. Cost $12.23 Unrealized -13.4%
LQD IS - INVESTMENT GRADE CORP BONDS 0.1%
Value ($000) $3,246 Shares 23,500 Est. Cost $125.67 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $3,148 Shares 28,483 Est. Cost $110.73 Unrealized
TOTAL S A SPONSORED ADR 0.1%
Value ($000) $3,112 Shares 74,242 Est. Cost $41.92 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $3,059 Shares 14,694 Est. Cost $161.03 Unrealized +11.4%
BA BOEING CO 0.1%
Value ($000) $3,059 Shares 14,291 Est. Cost $114.04 Unrealized +68.6%
VWO VG - FTSE EMERGING MARKETS 0.1%
Value ($000) $3,040 Shares 60,665 Est. Cost $35.35 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.1%
Value ($000) $3,028 Shares 95,184 Est. Cost $18.66 Unrealized +43.6%
LIBERTY GLOBAL CL C 0.1%
Value ($000) $2,997 Shares 126,710 Est. Cost $22.86 Unrealized
SBUX STARBUCKS CORP. 0.1%
Value ($000) $2,953 Shares 27,602 Est. Cost $66.90 Unrealized +27.3%
ROYALTY PHARMA PLC 0.1%
Value ($000) $2,912 Shares 58,180 Est. Cost $50.05 Unrealized
CARDINAL HEALTH INC COM 0.1%
Value ($000) $2,905 Shares 54,234 Est. Cost $48.03 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $2,881 Shares 8,071 Est. Cost $300.17 Unrealized +7.7%
TJX TJX COMPANIES 0.1%
Value ($000) $2,867 Shares 41,980 Est. Cost $45.44 Unrealized +24.3%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $2,813 Shares 87,916 Est. Cost $26.01 Unrealized 0.0%
VMWARE INC 0.1%
Value ($000) $2,805 Shares 20,001 Est. Cost $143.35 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $2,783 Shares 8 Est. Cost $199512.94 Unrealized +65.8%
TPR TAPESTRY INC 0.1%
Value ($000) $2,723 Shares 87,625 Est. Cost $29.05 Unrealized -23.0%
AXIS CAPITAL HOLDINGS SHS 0.1%
Value ($000) $2,708 Shares 53,748 Est. Cost $51.64 Unrealized
VSS VG - ALL-WORLD EX-US SMALL-CAP 0.1%
Value ($000) $2,691 Shares 22,085 Est. Cost $99.70 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $2,671 Shares 20,095 Est. Cost $122.19 Unrealized 0.0%
FOCUS FINL PARTNERS INC CL A 0.1%
Value ($000) $2,656 Shares 61,067 Est. Cost $31.18 Unrealized
XLF SPDR - FINANCIAL SECTOR 0.1%
Value ($000) $2,644 Shares 89,682 Est. Cost $23.77 Unrealized
IS - FLOATING RATE BOND FUND 0.1%
Value ($000) $2,623 Shares 51,717 Est. Cost $50.71 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $2,590 Shares 29,980 Est. Cost $86.60 Unrealized
TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $2,555 Shares 19,650 Est. Cost $130.03 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $2,548 Shares 43,656 Est. Cost $48.16 Unrealized
HOLLYFRONTIER CORP 0.1%
Value ($000) $2,524 Shares 97,622 Est. Cost $47.15 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $2,519 Shares 13,326 Est. Cost $164.87 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC 0.1%
Value ($000) $2,491 Shares 9,131 Est. Cost $261.93 Unrealized
IBB IS - NASDAQ BIOTECH 0.1%
Value ($000) $2,429 Shares 16,037 Est. Cost $110.76 Unrealized
NTR NUTRIEN LTD REGISTERED SHS 0.1%
Value ($000) $2,409 Shares 50,011 Est. Cost $37.68 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO 0.1%
Value ($000) $2,407 Shares 203,089 Est. Cost $8.99 Unrealized 0.0%
T AT & T INC 0.1%
Value ($000) $2,361 Shares 82,091 Est. Cost $15.38 Unrealized 0.0%
LBRDA LIBERTY BROADBAND - CL A 0.1%
Value ($000) $2,277 Shares 14,452 Est. Cost $79.63 Unrealized +77.5%
DAL DELTA AIR LINES INC NEW 0.1%
Value ($000) $2,203 Shares 54,775 Est. Cost $52.70 Unrealized -32.9%
GM GENERAL MTRS CO 0.1%
Value ($000) $2,138 Shares 7,035 Est. Cost $37.51 Unrealized 0.0%
VG - INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $2,124 Shares 6,003 Est. Cost $353.82 Unrealized
SPY SPDR - S&P 500 INDEX 0.1%
Value ($000) $2,116 Shares 13,700 Est. Cost $373.88 Unrealized
WESTROCK CO 0.0%
Value ($000) $2,020 Shares 46,402 Est. Cost $36.53 Unrealized
SPDR - INTERMEDIATE CORP 0.0%
Value ($000) $2,011 Shares 54,095 Est. Cost $37.18 Unrealized
DISCOVERY INC - C 0.0%
Value ($000) $1,995 Shares 76,162 Est. Cost $26.47 Unrealized
IV - BUYBACK ACHIEVERS 0.0%
Value ($000) $1,988 Shares 27,105 Est. Cost $73.34 Unrealized
REG REGENCY CTRS CORP 0.0%
Value ($000) $1,985 Shares 43,533 Est. Cost $46.71 Unrealized -25.4%
KEY KEYCORP 0.0%
Value ($000) $1,925 Shares 117,292 Est. Cost $12.50 Unrealized -9.0%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $1,919 Shares 175,917 Est. Cost $17.80 Unrealized -43.4%
BP BP PLC 0.0%
Value ($000) $1,906 Shares 92,890 Est. Cost $33.59 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $1,898 Shares 42,852 Est. Cost $31.01 Unrealized +38.3%
WKC WORLD FUEL SVCS CORP 0.0%
Value ($000) $1,860 Shares 59,695 Est. Cost $24.47 Unrealized +9.0%
SPY SPDR - S&P 500 INDEX 0.0%
Value ($000) $1,857 Shares 13,826 Est. Cost $373.88 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $1,796 Shares 10,663 Est. Cost $76.58 Unrealized +78.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $1,775 Shares 14,658 Est. Cost $121.09 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $1,714 Shares 4,548 Est. Cost $198.35 Unrealized +75.1%
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,700 Shares 55,575 Est. Cost $30.59 Unrealized
KKR & CO INC CL A 0.0%
Value ($000) $1,694 Shares 41,837 Est. Cost $24.57 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $1,668 Shares 17,898 Est. Cost $66.21 Unrealized +16.2%
NEXTERA ENERGY INC 0.0%
Value ($000) $1,661 Shares 21,528 Est. Cost $87.60 Unrealized
UNILEVER PLC 0.0%
Value ($000) $1,645 Shares 27,250 Est. Cost $56.10 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $1,637 Shares 10,298 Est. Cost $78.57 Unrealized +71.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1,632 Shares 7,855 Est. Cost $174.85 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $1,619 Shares 53,649 Est. Cost $34.19 Unrealized -32.6%
MS MORGAN STANLEY 0.0%
Value ($000) $1,592 Shares 23,237 Est. Cost $43.24 Unrealized +12.9%
SYNCHRONY FINANCIAL 0.0%
Value ($000) $1,530 Shares 44,077 Est. Cost $26.17 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $1,517 Shares 65,945 Est. Cost $18.10 Unrealized 0.0%
IGSB ISHARES TR 0.0%
Value ($000) $1,469 Shares 26,625 Est. Cost $54.91 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $1,458 Shares 8,178 Est. Cost $122.67 Unrealized +9.0%
SPDR - S&P AEROSPACE & DEFENSE 0.0%
Value ($000) $1,441 Shares 12,558 Est. Cost $114.75 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $1,433 Shares 33,240 Est. Cost $36.34 Unrealized +15.8%
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $1,426 Shares 44,871 Est. Cost $21.48 Unrealized
IWP IS - RUSSELL MIDCAP GROWTH 0.0%
Value ($000) $1,423 Shares 13,864 Est. Cost $124.37 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1,419 Shares 77,955 Est. Cost $20.37 Unrealized
VG - CONSUMER STAPLES ETF 0.0%
Value ($000) $1,407 Shares 8,088 Est. Cost $163.37 Unrealized
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,395 Shares 43,844 Est. Cost $23.65 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $1,391 Shares 44,160 Est. Cost $25.72 Unrealized 0.0%
IV - S&P GLOBAL WATER 0.0%
Value ($000) $1,380 Shares 29,480 Est. Cost $46.81 Unrealized
AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1,361 Shares 11,485 Est. Cost $118.50 Unrealized
MOLSON COORS BREWING CO CL B N 0.0%
Value ($000) $1,354 Shares 29,953 Est. Cost $58.62 Unrealized
ISHARES INC 0.0%
Value ($000) $1,343 Shares 25,295 Est. Cost $32.98 Unrealized
IWS IS - RUSSELL MIDCAP VALUE 0.0%
Value ($000) $1,338 Shares 13,797 Est. Cost $85.85 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,330 Shares 15,970 Est. Cost $74.51 Unrealized -3.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1,286 Shares 32,253 Est. Cost $74.99 Unrealized
EWN ISHARES INC 0.0%
Value ($000) $1,283 Shares 31,035 Est. Cost $29.89 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $1,270 Shares 12,243 Est. Cost $67.82 Unrealized +11.8%
EMB ISHARES TR 0.0%
Value ($000) $1,267 Shares 10,930 Est. Cost $109.20 Unrealized
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,227 Shares 44,812 Est. Cost $19.63 Unrealized
SFL SFL CORPORATION LTD 0.0%
Value ($000) $1,215 Shares 193,495 Est. Cost $12.38 Unrealized -44.1%
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,214 Shares 39,643 Est. Cost $30.62 Unrealized
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,212 Shares 40,707 Est. Cost $22.50 Unrealized
ISHARES TR 0.0%
Value ($000) $1,198 Shares 27,058 Est. Cost $44.28 Unrealized
SCHL SCHOLASTIC CORP COM 0.0%
Value ($000) $1,189 Shares 47,564 Est. Cost $29.15 Unrealized -30.4%
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $1,187 Shares 8,802 Est. Cost $112.22 Unrealized +3.3%
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,174 Shares 44,967 Est. Cost $22.19 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $1,172 Shares 8,165 Est. Cost $88.58 Unrealized +48.5%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $1,152 Shares 22,550 Est. Cost $50.76 Unrealized
BAYRY BAYER AG ADS 0.0%
Value ($000) $1,130 Shares 76,160 Est. Cost $17.63 Unrealized
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,120 Shares 51,930 Est. Cost $21.97 Unrealized
SPDR SER TR 0.0%
Value ($000) $1,102 Shares 40,907 Est. Cost $25.20 Unrealized
BIGGQ BIG LOTS INC 0.0%
Value ($000) $1,093 Shares 25,454 Est. Cost $43.89 Unrealized 0.0%
KLAC KLA-TENCOR CORP. 0.0%
Value ($000) $1,087 Shares 4,198 Est. Cost $98.08 Unrealized +124.8%
SUB IS - SHORT-TERM AMT MUNI 0.0%
Value ($000) $1,085 Shares 10,035 Est. Cost $107.96 Unrealized
CREE INC COM 0.0%
Value ($000) $1,077 Shares 10,170 Est. Cost $28.75 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $1,076 Shares 1,525 Est. Cost $170.65 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $1,036 Shares 15,848 Est. Cost $48.30 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value ($000) $1,035 Shares 36,653 Est. Cost $26.48 Unrealized
IV - SMALL-CAP HEALTHCARE 0.0%
Value ($000) $1,021 Shares 6,010 Est. Cost $169.88 Unrealized
VBK VG - U.S. SMALL-CAP GROWTH 0.0%
Value ($000) $1,006 Shares 3,760 Est. Cost $179.73 Unrealized
VV - INTERMEDIATE TERM MUNICIPALS 0.0%
Value ($000) $1,006 Shares 19,337 Est. Cost $52.02 Unrealized
ACN ACCENTURE PLC CLASS A ORDINARY 0.0%
Value ($000) $1,001 Shares 3,832 Est. Cost $176.76 Unrealized +26.2%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $998 Shares 13,675 Est. Cost $62.52 Unrealized
LINDE PLC 0.0%
Value ($000) $996 Shares 3,781 Est. Cost $211.01 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $980 Shares 6,270 Est. Cost $111.88 Unrealized
CITRIX SYS INC 0.0%
Value ($000) $979 Shares 7,528 Est. Cost $130.05 Unrealized
NIO INC 0.0%
Value ($000) $975 Shares 20,000 Est. Cost $48.75 Unrealized
CERNER CORP. 0.0%
Value ($000) $968 Shares 12,330 Est. Cost $67.37 Unrealized
INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $966 Shares 43,339 Est. Cost $21.36 Unrealized
EZA ISHARES INC 0.0%
Value ($000) $965 Shares 22,002 Est. Cost $45.59 Unrealized
HPQ HP INC 0.0%
Value ($000) $965 Shares 39,240 Est. Cost $17.61 Unrealized 0.0%
BAKER HUGHES COMPANY 0.0%
Value ($000) $956 Shares 45,835 Est. Cost $26.83 Unrealized
VG - FINANCIALS ETF 0.0%
Value ($000) $952 Shares 13,071 Est. Cost $58.64 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $948 Shares 43,759 Est. Cost $38.23 Unrealized -53.5%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $928 Shares 41,306 Est. Cost $28.68 Unrealized -25.2%
WISDOMTREE TR 0.0%
Value ($000) $917 Shares 19,213 Est. Cost $47.84 Unrealized
KO COCA-COLA CO 0.0%
Value ($000) $900 Shares 16,407 Est. Cost $35.17 Unrealized +25.9%
NEW YORK CMNTY BANCORP COM 0.0%
Value ($000) $895 Shares 84,840 Est. Cost $9.56 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $885 Shares 21,396 Est. Cost $33.79 Unrealized -7.4%
ISHARES TR 0.0%
Value ($000) $885 Shares 37,808 Est. Cost $24.82 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $885 Shares 6,270 Est. Cost $123.63 Unrealized
MGV VG - MEGA CAP 300 VALUE 0.0%
Value ($000) $879 Shares 10,120 Est. Cost $78.04 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $869 Shares 5,295 Est. Cost $100.31 Unrealized +34.2%
ISHARES TR 0.0%
Value ($000) $864 Shares 15,369 Est. Cost $55.70 Unrealized
CHANGE HEALTHCARE INC 0.0%
Value ($000) $862 Shares 46,209 Est. Cost $10.00 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $847 Shares 4,870 Est. Cost $135.71 Unrealized +18.9%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $841 Shares 15,477 Est. Cost $46.65 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $838 Shares 3,645 Est. Cost $144.78 Unrealized
KMT KENNAMETAL INC CAP STK 0.0%
Value ($000) $837 Shares 23,100 Est. Cost $30.75 Unrealized -4.3%
PIMCO ETF TR 0.0%
Value ($000) $828 Shares 8,116 Est. Cost $101.66 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $819 Shares 9,702 Est. Cost $75.31 Unrealized -13.7%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $795 Shares 7,007 Est. Cost $90.07 Unrealized
ISHARES TR 0.0%
Value ($000) $795 Shares 31,900 Est. Cost $24.92 Unrealized
NVS NOVARTIS 0.0%
Value ($000) $793 Shares 8,400 Est. Cost $96.16 Unrealized
COTY COTY INC 0.0%
Value ($000) $778 Shares 110,862 Est. Cost $4.39 Unrealized +17.3%
BIV VANGUARD INTER TERM BONDS 0.0%
Value ($000) $772 Shares 8,316 Est. Cost $93.22 Unrealized
PDBC INVESCO ACTIVLY MANGD ETC FD 0.0%
Value ($000) $766 Shares 50,214 Est. Cost $12.05 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $747 Shares 10,443 Est. Cost $57.58 Unrealized
MGK VG - U.S. MEGA-CAP GROWTH 0.0%
Value ($000) $740 Shares 3,630 Est. Cost $124.35 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $739 Shares 3,128 Est. Cost $275.88 Unrealized -16.8%
MS MORGAN STANLEY 0.0%
Value ($000) $737 Shares 450 Est. Cost $43.24 Unrealized +12.9%
IWN IS - RUSSELL 2000 VALUE (SMALL-CAP) 0.0%
Value ($000) $717 Shares 5,443 Est. Cost $119.92 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $704 Shares 48 Est. Cost $170.65 Unrealized 0.0%
TKR TIMKEN CO 0.0%
Value ($000) $701 Shares 9,057 Est. Cost $44.20 Unrealized +54.1%
FDN FT DOW JONES INTERNET INDEX 0.0%
Value ($000) $681 Shares 3,211 Est. Cost $133.42 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $677 Shares 6,563 Est. Cost $51.76 Unrealized +44.1%
ISHARES TR 0.0%
Value ($000) $671 Shares 26,234 Est. Cost $25.58 Unrealized
TSAKOS ENERGY NAVIGATION LTD 0.0%
Value ($000) $664 Shares 82,660 Est. Cost $7.92 Unrealized
ISHARES TR 0.0%
Value ($000) $658 Shares 9,528 Est. Cost $61.40 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $653 Shares 131 Est. Cost $98.57 Unrealized +8.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $646 Shares 3,101 Est. Cost $146.00 Unrealized +22.0%
VARIAN MEDICAL SYSTEMS, INC. 0.0%
Value ($000) $639 Shares 3,649 Est. Cost $122.77 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $638 Shares 12,275 Est. Cost $59.50 Unrealized -24.4%
ISHARES INC 0.0%
Value ($000) $636 Shares 22,422 Est. Cost $30.35 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $627 Shares 1,669 Est. Cost $274.67 Unrealized
INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $624 Shares 4,889 Est. Cost $109.64 Unrealized
SPDR DOW JONES INDUSTRIAL AVER 0.0%
Value ($000) $613 Shares 2,004 Est. Cost $243.67 Unrealized
SCHZ SCHW - US AGGREGATE BOND 0.0%
Value ($000) $611 Shares 10,900 Est. Cost $56.24 Unrealized
ISHARES TR 0.0%
Value ($000) $606 Shares 23,050 Est. Cost $26.29 Unrealized
PLAY DAVE & BUSTERS ENTMT INC 0.0%
Value ($000) $601 Shares 20,017 Est. Cost $14.75 Unrealized +50.6%
VBR VG - U.S. SMALL-CAP VALUE 0.0%
Value ($000) $598 Shares 4,205 Est. Cost $128.74 Unrealized
KANSAS CITY SOUTHN IND COM NEW 0.0%
Value ($000) $585 Shares 2,867 Est. Cost $132.89 Unrealized
IV - WATER RESOURCES 0.0%
Value ($000) $583 Shares 12,561 Est. Cost $46.41 Unrealized
VXUS VG - TOTAL INTL STOCK INDEX 0.0%
Value ($000) $566 Shares 9,410 Est. Cost $49.17 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $555 Shares 413 Est. Cost $37.48 Unrealized +33.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $548 Shares 13,704 Est. Cost $40.98 Unrealized -25.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $504 Shares 2,660 Est. Cost Unrealized
UHAL AMERCO 0.0%
Value ($000) $500 Shares 1,102 Est. Cost $35.20 Unrealized +13.2%
GLD SPDR - GOLD TRUST 0.0%
Value ($000) $495 Shares 2,775 Est. Cost $123.60 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $471 Shares 3,190 Est. Cost $78.06 Unrealized +55.3%
NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $458 Shares 18,001 Est. Cost $17.11 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $456 Shares 342 Est. Cost $54.07 Unrealized +2.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $455 Shares 395 Est. Cost $58.24 Unrealized +3.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $450 Shares 861 Est. Cost $8.37 Unrealized +59.5%
FMX FEMSA INTERNATIONAL 0.0%
Value ($000) $450 Shares 5,935 Est. Cost $92.30 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $430 Shares 5,350 Est. Cost $50.90 Unrealized +31.3%
QURATE RETAIL INC 0.0%
Value ($000) $424 Shares 38,606 Est. Cost $7.18 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $421 Shares 5,675 Est. Cost $54.12 Unrealized +10.9%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $415 Shares 9,600 Est. Cost $33.41 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $415 Shares 3,377 Est. Cost $60.38 Unrealized +64.2%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $402 Shares 8,625 Est. Cost $48.26 Unrealized -16.5%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $401 Shares 128 Est. Cost $69.96 Unrealized +23.9%
MAT MATTEL INC COM 0.0%
Value ($000) $400 Shares 22,930 Est. Cost $17.39 Unrealized -15.3%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $391 Shares 10,001 Est. Cost $18.92 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $391 Shares 183 Est. Cost $69.01 Unrealized +14.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $388 Shares 1,981 Est. Cost $143.65 Unrealized
VNQ VG - REAL ESTATE ETF 0.0%
Value ($000) $387 Shares 4,550 Est. Cost $78.74 Unrealized
AGG IS - CORE US AGGREGATE BOND 0.0%
Value ($000) $387 Shares 3,273 Est. Cost $118.23 Unrealized
SPDR SER TR 0.0%
Value ($000) $373 Shares 4,506 Est. Cost $68.89 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $372 Shares 5,104 Est. Cost $42.82 Unrealized +64.9%
VTRS VIATRIS INC 0.0%
Value ($000) $362 Shares 19,316 Est. Cost $13.33 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $356 Shares 4,040 Est. Cost $88.35 Unrealized
IXJ IS - S&P GLOBAL HEALTHCARE 0.0%
Value ($000) $349 Shares 4,570 Est. Cost $61.06 Unrealized
CINEMARK HLDGS INC 0.0%
Value ($000) $348 Shares 20,001 Est. Cost $10.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $338 Shares 726 Est. Cost $346.32 Unrealized +33.6%
FIS FIDELITY NATIONAL INFORMATION SERVICES 0.0%
Value ($000) $338 Shares 2,392 Est. Cost $123.01 Unrealized +3.6%
IUSV ISHARES TR 0.0%
Value ($000) $327 Shares 5,255 Est. Cost $56.73 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $324 Shares 4,077 Est. Cost $52.30 Unrealized +33.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $320 Shares 3,350 Est. Cost $73.04 Unrealized +16.1%
PPG PPG INDS INC 0.0%
Value ($000) $311 Shares 2,155 Est. Cost $92.07 Unrealized +36.8%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $310 Shares 1,728 Est. Cost $137.92 Unrealized +22.2%
IYJ ISHARES TR 0.0%
Value ($000) $301 Shares 3,098 Est. Cost $114.26 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $300 Shares 599 Est. Cost $483.11 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $299 Shares 3,299 Est. Cost $57.76 Unrealized
IWD IS - RUSSELL 1000 VALUE (LARGE-CAP) 0.0%
Value ($000) $299 Shares 2,187 Est. Cost $123.60 Unrealized
VTC VG - U.S. TOTAL CORP BONDS 0.0%
Value ($000) $299 Shares 3,177 Est. Cost $83.81 Unrealized
CWH CAMPING WORLD HLDGS INC 0.0%
Value ($000) $298 Shares 11,453 Est. Cost $22.16 Unrealized 0.0%
VOE VG - U.S. MID-CAP VALUE 0.0%
Value ($000) $294 Shares 2,469 Est. Cost $107.93 Unrealized
PETS PETMED EXPRESS INC COMMON STK 0.0%
Value ($000) $292 Shares 9,095 Est. Cost $28.13 Unrealized +9.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $282 Shares 1,837 Est. Cost $111.91 Unrealized +24.5%
IXN IS - S&P GLOBAL TECHNOLOGY 0.0%
Value ($000) $282 Shares 940 Est. Cost $171.28 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $277 Shares 5,320 Est. Cost $143.65 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $268 Shares 105 Est. Cost $76.58 Unrealized +78.8%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $267 Shares 5,660 Est. Cost $47.17 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $258 Shares 215 Est. Cost $41.23 Unrealized +6.8%
USB US BANCORP DEL 0.0%
Value ($000) $256 Shares 5,495 Est. Cost $33.86 Unrealized 0.0%
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $256 Shares 3,189 Est. Cost $73.82 Unrealized -3.8%
FAST FASTENAL CO COM 0.0%
Value ($000) $252 Shares 5,164 Est. Cost $16.59 Unrealized +24.9%
BSV VG - SHORT-TERM BONDS 0.0%
Value ($000) $251 Shares 3,024 Est. Cost $83.06 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $250 Shares 201 Est. Cost Unrealized
ALTRIA GROUP 0.0%
Value ($000) $242 Shares 5,899 Est. Cost $38.60 Unrealized
BDX BECTON, DICKINSON & CO 0.0%
Value ($000) $242 Shares 65 Est. Cost $221.90 Unrealized -3.3%
DLS WT - INTERN SMALL-CAP DIVIDEND 0.0%
Value ($000) $242 Shares 3,550 Est. Cost $65.79 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $241 Shares 2,817 Est. Cost $62.89 Unrealized +16.7%
LEA LEAR CORP 0.0%
Value ($000) $238 Shares 1,495 Est. Cost $125.70 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $236 Shares 8,610 Est. Cost $26.94 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $231 Shares 2,522 Est. Cost $74.25 Unrealized +16.2%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $225 Shares 5,194 Est. Cost $34.59 Unrealized +16.9%
WEC ENERGY GROUP 0.0%
Value ($000) $225 Shares 2,447 Est. Cost $96.29 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $223 Shares 412 Est. Cost $49.77 Unrealized +1.9%
BIDU BAIDU INC 0.0%
Value ($000) $221 Shares 1,020 Est. Cost $216.67 Unrealized
ISHARES TR 0.0%
Value ($000) $215 Shares 7,870 Est. Cost $27.32 Unrealized
YORW YORK WTR CO 0.0%
Value ($000) $214 Shares 4,600 Est. Cost $40.94 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $205 Shares 279 Est. Cost $226.70 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $193 Shares 17,897 Est. Cost $16.74 Unrealized
ARES CAPITAL CORP 0.0%
Value ($000) $182 Shares 10,750 Est. Cost $16.93 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $181 Shares 278 Est. Cost $74.99 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $171 Shares 10,842 Est. Cost $13.86 Unrealized 0.0%
PICO HLDGS INC 0.0%
Value ($000) $150 Shares 16,029 Est. Cost $8.98 Unrealized
SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $103 Shares 15,100 Est. Cost $11.13 Unrealized
SPARK NETWORKS SE 0.0%
Value ($000) $97 Shares 18,285 Est. Cost $10613.03 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $78 Shares 357 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $170.65 Unrealized 0.0%
TLT ISHARES TR 0.0%
Value ($000) $5 Shares 1,132 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $2 Shares 7 Est. Cost Unrealized