Whitegate Investment Counselors, Inc. Diversified Active

CIK: 0001667102 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 14, 2020

Total Value ($000): $500,165 (100.0% shares, 0.0% debt)

Holdings (194)

Berkshire Hathaway Cl B 3.6%
Value ($000) $18,005 Shares 100,865 Est. Cost $182.83 Unrealized
AAPL Apple Inc. 3.4%
Value ($000) $17,180 Shares 47,095 Est. Cost $17.93 Unrealized +318.7%
VB Vanguard Small Cap 3.1%
Value ($000) $15,481 Shares 106,240 Est. Cost $123.94 Unrealized
VIG Vanguard Div Apprciation 3.1%
Value ($000) $15,457 Shares 131,904 Est. Cost $84.62 Unrealized
AGG iShares Barclays Aggregate Bon 3.0%
Value ($000) $14,877 Shares 125,849 Est. Cost $114.48 Unrealized
VUG Vanguard Growth ETF 2.8%
Value ($000) $14,053 Shares 69,540 Est. Cost $126.63 Unrealized
IWF iShares Russell 1000 Growth In 2.8%
Value ($000) $13,874 Shares 72,280 Est. Cost $158.96 Unrealized
SCHD US Div Equity Schwab ETF 2.5%
Value ($000) $12,479 Shares 241,131 Est. Cost $41.91 Unrealized
SHY iShares Barclays 1-3 Yr Treasu 2.4%
Value ($000) $11,855 Shares 136,873 Est. Cost $86.40 Unrealized
MSFT Microsoft Corp. 2.2%
Value ($000) $11,229 Shares 55,177 Est. Cost $37.75 Unrealized +358.5%
IWP iShares Russell Midcap Growth 2.1%
Value ($000) $10,328 Shares 65,318 Est. Cost $115.37 Unrealized
SDY Spdr S&P Dividend Etf 2.0%
Value ($000) $10,213 Shares 111,988 Est. Cost $80.01 Unrealized
VO Vanguard Mid Cap 2.0%
Value ($000) $10,048 Shares 61,301 Est. Cost $141.49 Unrealized
TMO Thermo Fisher Scientific 2.0%
Value ($000) $9,943 Shares 27,442 Est. Cost $114.47 Unrealized +188.6%
ACN Accenture 1.8%
Value ($000) $9,143 Shares 42,579 Est. Cost $73.82 Unrealized +136.5%
AMGN Amgen 1.7%
Value ($000) $8,357 Shares 35,431 Est. Cost $89.66 Unrealized +113.8%
JPST JP Morgan Ultra Short Income E 1.6%
Value ($000) $7,763 Shares 153,024 Est. Cost $50.30 Unrealized
Blackrock Inc. 1.5%
Value ($000) $7,576 Shares 13,924 Est. Cost $345.39 Unrealized
VEA Vanguard Europe Pac ETF 1.5%
Value ($000) $7,557 Shares 194,829 Est. Cost $38.26 Unrealized
VNQ Vanguard REIT 1.5%
Value ($000) $7,426 Shares 94,568 Est. Cost $81.71 Unrealized
DIS Walt Disney Co. 1.5%
Value ($000) $7,341 Shares 65,833 Est. Cost $69.69 Unrealized +54.8%
ITW Illinois Tool Works Inc 1.4%
Value ($000) $6,891 Shares 39,411 Est. Cost $61.96 Unrealized +130.6%
VTEB Vanguard Tax Ex Bond Index 1.3%
Value ($000) $6,510 Shares 120,240 Est. Cost $51.17 Unrealized
VTV Vanguard Value ETF 1.2%
Value ($000) $6,234 Shares 62,598 Est. Cost $92.30 Unrealized
MA Mastercard 1.2%
Value ($000) $6,136 Shares 20,750 Est. Cost $75.92 Unrealized +260.0%
1/100 Berkshire Htwy Cla 1.2%
Value ($000) $5,881 Shares 2,200 Est. Cost $3118.33 Unrealized
PG Procter & Gamble 1.1%
Value ($000) $5,379 Shares 44,989 Est. Cost $57.13 Unrealized +77.7%
JNJ Johnson & Johnson 1.0%
Value ($000) $5,167 Shares 36,743 Est. Cost $67.80 Unrealized +83.2%
CHD Church & Dwight Co Inc 1.0%
Value ($000) $5,047 Shares 65,297 Est. Cost $35.76 Unrealized +90.4%
EFA iShares MSCI EAFE 1.0%
Value ($000) $4,903 Shares 80,555 Est. Cost $60.38 Unrealized
GOOGL Alphabet Inc A 1.0%
Value ($000) $4,891 Shares 3,449 Est. Cost $67.25 Unrealized -0.5%
CSCO Cisco Systems 0.9%
Value ($000) $4,610 Shares 98,834 Est. Cost $24.69 Unrealized +49.8%
HD Home Depot 0.9%
Value ($000) $4,609 Shares 18,400 Est. Cost $118.66 Unrealized +68.3%
RSG Republic Services Inc 0.9%
Value ($000) $4,583 Shares 55,860 Est. Cost $59.84 Unrealized +24.5%
VOE Vanguard Mid Cap Value ETF 0.9%
Value ($000) $4,570 Shares 47,748 Est. Cost $92.47 Unrealized
SYK Stryker Corp 0.9%
Value ($000) $4,411 Shares 24,479 Est. Cost $72.12 Unrealized +140.8%
INTC Intel 0.8%
Value ($000) $4,136 Shares 69,122 Est. Cost $18.67 Unrealized +184.9%
American Renal Associates Hold 0.8%
Value ($000) $3,875 Shares 594,284 Est. Cost $18.55 Unrealized
MCD McDonalds Corp. 0.7%
Value ($000) $3,684 Shares 19,972 Est. Cost $70.27 Unrealized +129.1%
VV Vanguard Large Cap 0.7%
Value ($000) $3,683 Shares 25,757 Est. Cost $95.75 Unrealized
VIGI Vanguard Intl Dividend 0.7%
Value ($000) $3,617 Shares 53,928 Est. Cost $65.04 Unrealized
IYR iShares U S Real Estate ETF 0.7%
Value ($000) $3,480 Shares 44,160 Est. Cost $78.80 Unrealized
IWN Ishares Tr Russell 2000 Value 0.7%
Value ($000) $3,446 Shares 35,358 Est. Cost $93.43 Unrealized
JPM JP Morgan Chase & Co 0.7%
Value ($000) $3,303 Shares 35,113 Est. Cost $52.31 Unrealized +56.3%
VBR Vanguard Small Cap Value ETF 0.6%
Value ($000) $3,199 Shares 29,918 Est. Cost $106.86 Unrealized
MRK Merck & Co Inc 0.6%
Value ($000) $3,189 Shares 41,245 Est. Cost $45.48 Unrealized +38.2%
ABBV AbbVie Inc. 0.6%
Value ($000) $3,154 Shares 32,121 Est. Cost $37.06 Unrealized +90.3%
ORCL Oracle Corp. 0.6%
Value ($000) $3,152 Shares 57,030 Est. Cost $32.01 Unrealized +53.0%
CNI Canadian Natl Ry Co 0.6%
Value ($000) $3,143 Shares 35,489 Est. Cost $45.65 Unrealized +63.8%
Mid Cap SPDR Trust 0.6%
Value ($000) $3,111 Shares 9,587 Est. Cost $262.86 Unrealized
IWR iShares Russell Mid Cap 0.6%
Value ($000) $3,084 Shares 57,534 Est. Cost $74.06 Unrealized
ABT Abbott Labs 0.6%
Value ($000) $3,014 Shares 32,967 Est. Cost $31.07 Unrealized +163.8%
SHM SPDR Nuveen Barclays Short Ter 0.6%
Value ($000) $2,887 Shares 57,890 Est. Cost $48.39 Unrealized
SBUX Starbucks Corp 0.6%
Value ($000) $2,872 Shares 39,026 Est. Cost $34.16 Unrealized +94.2%
IWD iShares Tr Russell 1000 Value 0.6%
Value ($000) $2,852 Shares 25,325 Est. Cost $100.32 Unrealized
XOM Exxon Mobil Corp. 0.5%
Value ($000) $2,748 Shares 61,449 Est. Cost $58.09 Unrealized -40.1%
ADP Automatic Data Processing 0.5%
Value ($000) $2,742 Shares 18,417 Est. Cost $53.25 Unrealized +138.5%
PKG Packaging Corp 0.5%
Value ($000) $2,726 Shares 27,310 Est. Cost $59.33 Unrealized +35.2%
SCHH US REIT: Schwab ETF 0.5%
Value ($000) $2,708 Shares 76,901 Est. Cost $41.65 Unrealized
VEU Foreign LgCap Equity: Vanguard 0.5%
Value ($000) $2,655 Shares 55,759 Est. Cost $44.98 Unrealized
VFC VF Corp 0.5%
Value ($000) $2,647 Shares 43,440 Est. Cost $53.35 Unrealized +9.2%
CB Chubb Ltd 0.5%
Value ($000) $2,565 Shares 20,260 Est. Cost $84.62 Unrealized +25.5%
NVS Novartis 0.5%
Value ($000) $2,528 Shares 28,947 Est. Cost $72.83 Unrealized
IWO Ishares Tr Russell 2000 Growth 0.5%
Value ($000) $2,518 Shares 12,173 Est. Cost $132.61 Unrealized
SCHF Intl Equity: Schwab ETF 0.5%
Value ($000) $2,415 Shares 81,179 Est. Cost $28.63 Unrealized
Linde 0.4%
Value ($000) $2,226 Shares 10,494 Est. Cost $156.77 Unrealized
CVX Chevron Corp. 0.4%
Value ($000) $2,095 Shares 23,475 Est. Cost $74.90 Unrealized -6.8%
MMM 3M Co. 0.4%
Value ($000) $2,061 Shares 13,213 Est. Cost $84.12 Unrealized +21.8%
EDV Vanguard Extended Dur Treas 0.4%
Value ($000) $1,959 Shares 11,800 Est. Cost $141.39 Unrealized
SCHM US MidCap Equity: Schwab ETF 0.4%
Value ($000) $1,922 Shares 36,517 Est. Cost $46.37 Unrealized
IWS Ishares Russell Midcap Value 0.4%
Value ($000) $1,858 Shares 24,272 Est. Cost $72.14 Unrealized
DXJ Wisdomtree Japan Tot Div 0.4%
Value ($000) $1,787 Shares 38,007 Est. Cost $52.75 Unrealized
CLX Clorox Company 0.4%
Value ($000) $1,762 Shares 8,030 Est. Cost $62.70 Unrealized +169.1%
RTX Raytheon Technologies 0.3%
Value ($000) $1,729 Shares 28,064 Est. Cost $54.61 Unrealized 0.0%
IWB Ishares Tr Russell 1000 Index 0.3%
Value ($000) $1,553 Shares 9,048 Est. Cost $139.06 Unrealized
IBM International Business Machine 0.3%
Value ($000) $1,494 Shares 12,367 Est. Cost $108.07 Unrealized -15.4%
MINT PIMCO Enh Short Maturity ETF 0.3%
Value ($000) $1,479 Shares 14,540 Est. Cost $101.54 Unrealized
SCHV US Large Cap Value: Schwab ETF 0.3%
Value ($000) $1,474 Shares 29,410 Est. Cost $51.42 Unrealized
PFE Pfizer Inc. 0.3%
Value ($000) $1,415 Shares 43,261 Est. Cost $18.32 Unrealized +41.9%
CFG Citizens Financial Group Inc 0.3%
Value ($000) $1,397 Shares 55,340 Est. Cost $27.60 Unrealized -35.8%
SHOP Shopify Inc 0.3%
Value ($000) $1,376 Shares 1,450 Est. Cost $14.17 Unrealized +389.9%
GD General Dynamics Corp. 0.3%
Value ($000) $1,364 Shares 9,123 Est. Cost $102.18 Unrealized +21.7%
VYMI Vanguard Inl High Div Yield ET 0.3%
Value ($000) $1,275 Shares 24,902 Est. Cost $62.28 Unrealized
Bond BulletShrs 2022 Invesco 0.3%
Value ($000) $1,254 Shares 57,482 Est. Cost $21.51 Unrealized
NSRGY Nestle SA 0.2%
Value ($000) $1,233 Shares 11,160 Est. Cost $74.72 Unrealized
SCHR Interm US Treas: Schwab ETF 0.2%
Value ($000) $1,218 Shares 20,716 Est. Cost $55.64 Unrealized
IWM iShares Russell 2000 0.2%
Value ($000) $1,174 Shares 8,198 Est. Cost $124.80 Unrealized
SCHO Schwab Short Term US Treasury 0.2%
Value ($000) $1,119 Shares 21,665 Est. Cost $50.50 Unrealized
AMZN Amazon Com Inc 0.2%
Value ($000) $1,117 Shares 405 Est. Cost $56.55 Unrealized +113.6%
T AT&T Corp. 0.2%
Value ($000) $1,074 Shares 35,522 Est. Cost $12.23 Unrealized +26.7%
IJH iShares S&P Midcap 0.2%
Value ($000) $1,071 Shares 6,025 Est. Cost $171.04 Unrealized
IFF Intl Flavors & Fragrances Inc 0.2%
Value ($000) $1,062 Shares 8,670 Est. Cost $107.87 Unrealized +0.5%
PEG Pub Svc Ent Group Inc 0.2%
Value ($000) $1,026 Shares 20,876 Est. Cost $22.69 Unrealized +81.2%
ROST Ross Stores 0.2%
Value ($000) $1,020 Shares 11,966 Est. Cost $31.81 Unrealized +169.3%
HON Honeywell International 0.2%
Value ($000) $1,019 Shares 7,047 Est. Cost $103.13 Unrealized +14.3%
Bond BulletShrs 2021 Invesco 0.2%
Value ($000) $1,014 Shares 47,469 Est. Cost $21.12 Unrealized
TROW T Rowe Price Group Inc 0.2%
Value ($000) $963 Shares 7,798 Est. Cost $53.16 Unrealized +69.0%
KR Kroger Company 0.2%
Value ($000) $925 Shares 27,325 Est. Cost $20.29 Unrealized +41.8%
MDT Medtronic PLC 0.2%
Value ($000) $924 Shares 10,080 Est. Cost $50.60 Unrealized +61.7%
SCHX US Lgcap Equity: Schwab ETF 0.2%
Value ($000) $923 Shares 12,453 Est. Cost $54.36 Unrealized
NVO Novo-Nordisk A-S 0.2%
Value ($000) $914 Shares 13,960 Est. Cost $49.70 Unrealized
Abiomed Inc 0.2%
Value ($000) $907 Shares 3,755 Est. Cost $94.79 Unrealized
NSC Norfolk & Southern 0.2%
Value ($000) $905 Shares 5,155 Est. Cost $127.04 Unrealized +18.8%
SCHZ US Agg Bond ETF: Schwab 0.2%
Value ($000) $892 Shares 15,854 Est. Cost $53.01 Unrealized
FDX FedEx Corp. 0.2%
Value ($000) $868 Shares 6,187 Est. Cost $190.40 Unrealized -40.6%
EMR Emerson Electric 0.2%
Value ($000) $857 Shares 13,810 Est. Cost $56.23 Unrealized -10.6%
Bond BulletShrs 2023 Invesco 0.2%
Value ($000) $850 Shares 39,045 Est. Cost $21.46 Unrealized
NEE NextEra Energy 0.2%
Value ($000) $846 Shares 3,521 Est. Cost $17.22 Unrealized +201.8%
GNMA iShares GNMA Bond ETF 0.2%
Value ($000) $833 Shares 16,210 Est. Cost $49.46 Unrealized
CL Colgate Palmolive 0.2%
Value ($000) $832 Shares 11,350 Est. Cost $48.16 Unrealized +29.5%
RHHBY Roche Hldg Ltd ADR 0.2%
Value ($000) $823 Shares 18,965 Est. Cost $30.82 Unrealized
S&P Small Cap 600 0.2%
Value ($000) $818 Shares 13,853 Est. Cost $81.55 Unrealized
USB U S Bancorp 0.2%
Value ($000) $798 Shares 21,678 Est. Cost $37.50 Unrealized -25.7%
CVS CVS Caremark Corp. 0.2%
Value ($000) $782 Shares 12,040 Est. Cost $53.49 Unrealized -1.7%
SCHG US Lg-Cap Growth: Schwab ETF 0.2%
Value ($000) $767 Shares 7,552 Est. Cost $60.69 Unrealized
DUK Duke Energy 0.1%
Value ($000) $729 Shares 9,123 Est. Cost $46.39 Unrealized +45.7%
ILMN Illumina Inc 0.1%
Value ($000) $720 Shares 1,945 Est. Cost $142.06 Unrealized +126.5%
AXP American Express Co. 0.1%
Value ($000) $710 Shares 7,463 Est. Cost $76.69 Unrealized +11.6%
Bond BulletShrs 2024 Invesco 0.1%
Value ($000) $679 Shares 30,818 Est. Cost $21.85 Unrealized
Sensata Technology 0.1%
Value ($000) $679 Shares 18,250 Est. Cost $46.53 Unrealized
SPY S P D R TRUST Unit SR 0.1%
Value ($000) $669 Shares 2,169 Est. Cost $232.58 Unrealized
SCHE Emging Mkt Equity: Schwab ETF 0.1%
Value ($000) $642 Shares 26,379 Est. Cost $24.63 Unrealized
GOOG Alphabet Inc. C 0.1%
Value ($000) $630 Shares 446 Est. Cost $39.87 Unrealized +68.0%
BMY Bristol Myers 0.1%
Value ($000) $623 Shares 10,602 Est. Cost $38.21 Unrealized +25.4%
IEMG iShares Core MSCI Emerging Mkt 0.1%
Value ($000) $615 Shares 12,920 Est. Cost $54.42 Unrealized
PRMY Primary Bank 0.1%
Value ($000) $612 Shares 36,000 Est. Cost $17.68 Unrealized
VNQI Vanguard Intl Real Estate ETF 0.1%
Value ($000) $612 Shares 13,114 Est. Cost $54.03 Unrealized
Vanguard SmallCap Growth 0.1%
Value ($000) $611 Shares 3,060 Est. Cost $171.10 Unrealized
KO Coca-Cola 0.1%
Value ($000) $598 Shares 13,381 Est. Cost $26.56 Unrealized +45.8%
DXC D X C Technology Co 0.1%
Value ($000) $588 Shares 35,635 Est. Cost $30.32 Unrealized -47.6%
V Visa Inc Cl A 0.1%
Value ($000) $586 Shares 3,035 Est. Cost $82.17 Unrealized +113.6%
SWKS Skyworks Solutions 0.1%
Value ($000) $571 Shares 4,465 Est. Cost $67.79 Unrealized +42.3%
UNP Union Pacific Corp 0.1%
Value ($000) $556 Shares 3,290 Est. Cost $71.39 Unrealized +98.1%
DHR Danaher Corp 0.1%
Value ($000) $553 Shares 3,126 Est. Cost $76.11 Unrealized +84.0%
IVW iShares S&P 500 Growth 0.1%
Value ($000) $553 Shares 2,665 Est. Cost $132.83 Unrealized
TIP iShares Barclays TIPS 0.1%
Value ($000) $543 Shares 4,415 Est. Cost $113.08 Unrealized
Bond Bulletshrs 2020 Invesco 0.1%
Value ($000) $539 Shares 25,324 Est. Cost $21.13 Unrealized
Global X MLP ETF 0.1%
Value ($000) $538 Shares 19,779 Est. Cost $9.73 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $530 Shares 4,901 Est. Cost $102.82 Unrealized
Bond BulletShrs 2025 Invesco 0.1%
Value ($000) $467 Shares 21,022 Est. Cost $22.21 Unrealized
SLB Schlumberger Ltd. 0.1%
Value ($000) $466 Shares 25,354 Est. Cost $52.07 Unrealized -70.3%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $459 Shares 5,525 Est. Cost $80.57 Unrealized
BABA Alibaba Group Hldg ADR 0.1%
Value ($000) $453 Shares 2,100 Est. Cost $137.14 Unrealized
DON Wisdomtree Tr US Midcap Divid 0.1%
Value ($000) $430 Shares 15,190 Est. Cost $35.68 Unrealized
SCHP US TIPS: Schwab ETF 0.1%
Value ($000) $427 Shares 7,114 Est. Cost $56.02 Unrealized
CERS Cerus Corp 0.1%
Value ($000) $423 Shares 64,049 Est. Cost $4.55 Unrealized +26.1%
NFLX Netflix Inc 0.1%
Value ($000) $419 Shares 920 Est. Cost $35.38 Unrealized +20.3%
VWO Vanguard Emerging Market 0.1%
Value ($000) $388 Shares 9,787 Est. Cost $39.64 Unrealized
IEI iShares Barclays 3-7 Year Bond 0.1%
Value ($000) $380 Shares 2,843 Est. Cost $133.66 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $374 Shares 5,341 Est. Cost $45.15 Unrealized +21.3%
XLU SPDR Utilities Sector 0.1%
Value ($000) $370 Shares 6,550 Est. Cost $54.67 Unrealized
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $357 Shares 2,988 Est. Cost $110.15 Unrealized -0.1%
Alerian MLP ETF 0.1%
Value ($000) $344 Shares 13,930 Est. Cost $11.09 Unrealized
Cigna Corp 0.1%
Value ($000) $342 Shares 1,824 Est. Cost $145.05 Unrealized
2021 iShares Muni 0.1%
Value ($000) $329 Shares 12,695 Est. Cost $25.58 Unrealized
TREX Trex Company Inc 0.1%
Value ($000) $325 Shares 2,500 Est. Cost $40.33 Unrealized +32.3%
GPC Genuine Parts Co 0.1%
Value ($000) $322 Shares 3,705 Est. Cost $67.34 Unrealized 0.0%
CARR Carrier Global Corporation Com 0.1%
Value ($000) $320 Shares 14,413 Est. Cost $17.13 Unrealized 0.0%
SLYV SPDR S&P 600 Small Cap Value 0.1%
Value ($000) $317 Shares 6,458 Est. Cost $54.17 Unrealized
KMB Kimberly-Clark 0.1%
Value ($000) $316 Shares 2,235 Est. Cost $86.40 Unrealized +30.4%
LLY Eli Lilly & Co. 0.1%
Value ($000) $315 Shares 1,916 Est. Cost $102.46 Unrealized +40.4%
VZ Verizon Communications 0.1%
Value ($000) $314 Shares 5,693 Est. Cost $31.62 Unrealized +28.9%
PEP PepsiCo Inc. 0.1%
Value ($000) $311 Shares 2,353 Est. Cost $93.56 Unrealized +18.4%
VOT Vanguard Mid Cap Growth ETF 0.1%
Value ($000) $304 Shares 1,839 Est. Cost $158.89 Unrealized
Royal Dutch 0.1%
Value ($000) $301 Shares 9,204 Est. Cost $49.32 Unrealized
HXL Hexcel Corp New 0.1%
Value ($000) $299 Shares 6,611 Est. Cost $35.59 Unrealized 0.0%
VGK Vanguard MSCI Europe ETF 0.1%
Value ($000) $292 Shares 5,800 Est. Cost $43.28 Unrealized
Everbridge Inc 0.1%
Value ($000) $277 Shares 2,000 Est. Cost $106.50 Unrealized
SCHA US Small Cap Equity: Schwab ET 0.1%
Value ($000) $274 Shares 4,193 Est. Cost $61.70 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $268 Shares 4,719 Est. Cost $47.48 Unrealized 0.0%
2022 iShares Muni 0.1%
Value ($000) $265 Shares 10,015 Est. Cost $26.19 Unrealized
VGSH Vanguard Short Term Gov't 0.1%
Value ($000) $258 Shares 4,150 Est. Cost $62.17 Unrealized
MKC McCormick & Co Inc 0.1%
Value ($000) $255 Shares 1,420 Est. Cost $62.59 Unrealized +17.4%
2023 iShares Muni 0.1%
Value ($000) $254 Shares 9,675 Est. Cost $26.25 Unrealized
CNQ Canadian Natural Resources 0.0%
Value ($000) $246 Shares 14,116 Est. Cost $10.07 Unrealized -38.8%
STZ Constellation Brand 0.0%
Value ($000) $244 Shares 1,393 Est. Cost $151.89 Unrealized 0.0%
PYPL Paypal Holdings 0.0%
Value ($000) $233 Shares 1,340 Est. Cost $137.88 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $231 Shares 3,750 Est. Cost $49.89 Unrealized 0.0%
ICF iShares Cohen & Steers Realty 0.0%
Value ($000) $231 Shares 2,289 Est. Cost $95.62 Unrealized
ISRG Intuitive Surgical New 0.0%
Value ($000) $219 Shares 384 Est. Cost $179.26 Unrealized 0.0%
NKE Nike Inc Class B 0.0%
Value ($000) $219 Shares 2,235 Est. Cost $85.46 Unrealized 0.0%
IJT iShares S&P SmallCap Growth ET 0.0%
Value ($000) $217 Shares 1,279 Est. Cost $154.90 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $214 Shares 370 Est. Cost $171.57 Unrealized 0.0%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $212 Shares 3,709 Est. Cost $57.16 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $211 Shares 1,902 Est. Cost $79.74 Unrealized 0.0%
BK Bank Of New York Co 0.0%
Value ($000) $201 Shares 5,201 Est. Cost $31.07 Unrealized 0.0%
2020 Blackrock Muni ETF 0.0%
Value ($000) $191 Shares 12,700 Est. Cost $15.79 Unrealized
General Electric 0.0%
Value ($000) $173 Shares 25,402 Est. Cost $30.58 Unrealized
Moleculin Biotech In 0.0%
Value ($000) $99 Shares 101,781 Est. Cost $1.48 Unrealized
ORN Orion Marine Group Inc 0.0%
Value ($000) $94 Shares 29,800 Est. Cost $5.38 Unrealized -53.3%
PCSV PCS Edventures!.com 0.0%
Value ($000) $18 Shares 445,000 Est. Cost $0.05 Unrealized -26.1%
Jericho Oil Corp 0.0%
Value ($000) $11 Shares 75,860 Est. Cost $0.54 Unrealized
Elixinol Global Lt Ordf 0.0%
Value ($000) $4 Shares 34,218 Est. Cost $3.21 Unrealized
Hypersolar Inc 0.0%
Value ($000) $2 Shares 70,833 Est. Cost $0.01 Unrealized