SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 9, 2020

Total Value ($000): $269,499 (100.0% shares, 0.0% debt)

Holdings (473)

SPY SPDR SP 500 ETF Trust 14.5%
Value ($000) $39,023 Shares 151,399 Est. Cost $4021.43 Unrealized
SDY SPDR SP Dividend ETF 11.0%
Value ($000) $29,766 Shares 372,729 Est. Cost $94.37 Unrealized
VUG Vanguard Growth ETF 8.3%
Value ($000) $22,353 Shares 142,659 Est. Cost $145.75 Unrealized
VYM Vanguard HY ETF 6.3%
Value ($000) $17,042 Shares 240,880 Est. Cost $73.62 Unrealized
IWF iShares Russell 1000 Growth ET 6.3%
Value ($000) $16,881 Shares 112,055 Est. Cost $128.04 Unrealized
iShares Edge MSCI Min Vol USA 4.1%
Value ($000) $11,079 Shares 205,136 Est. Cost $55.06 Unrealized
IWD iShares Russell 1000 Value ETF 4.1%
Value ($000) $10,915 Shares 110,055 Est. Cost $119.06 Unrealized
IWR iShares Russell MidCap ETF 3.8%
Value ($000) $10,179 Shares 235,794 Est. Cost $67.86 Unrealized
VTEB Vanguard TaxExempt Bond Index 2.9%
Value ($000) $7,899 Shares 149,312 Est. Cost $53.16 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 2.7%
Value ($000) $7,344 Shares 27 Est. Cost $309458.20 Unrealized +3.0%
VTV Vanguard Value ETF 2.6%
Value ($000) $7,050 Shares 79,161 Est. Cost $7678.46 Unrealized
IJH iShares Core SP Mid Cap ETF 2.3%
Value ($000) $6,069 Shares 42,190 Est. Cost $683.96 Unrealized
ACWX iShares MSCI ACWI ex US ETF 2.1%
Value ($000) $5,708 Shares 151,608 Est. Cost $4081.74 Unrealized
BAC Bank of America Corp 1.7%
Value ($000) $4,662 Shares 219,612 Est. Cost $15.68 Unrealized +65.3%
IWM iShares Russell 2000 ETF 1.6%
Value ($000) $4,340 Shares 37,914 Est. Cost $123.42 Unrealized
BALL Ball Corp 1.1%
Value ($000) $3,042 Shares 47,047 Est. Cost $57.52 Unrealized +13.5%
SCHX Schwab US LargeCap ETF 1.1%
Value ($000) $2,904 Shares 47,414 Est. Cost $76.81 Unrealized
AAPL Apple Inc 1.0%
Value ($000) $2,807 Shares 11,038 Est. Cost $42.79 Unrealized +66.1%
IWN iShares Russell 2000 Value ETF 1.0%
Value ($000) $2,589 Shares 31,567 Est. Cost $120.48 Unrealized
IWS iShares Russell MidCap Value 0.9%
Value ($000) $2,321 Shares 36,219 Est. Cost $76.65 Unrealized
IEF iShares 7 10 Year Treasury Bon 0.8%
Value ($000) $2,144 Shares 17,652 Est. Cost $121.46 Unrealized
Golub Capital BDC Inc 0.8%
Value ($000) $2,090 Shares 166,388 Est. Cost $18.13 Unrealized
CCI Crown Castle Intl Corp 0.7%
Value ($000) $2,018 Shares 13,972 Est. Cost $75.77 Unrealized +51.6%
HON Honeywell Intl Inc 0.7%
Value ($000) $1,993 Shares 14,895 Est. Cost $139.31 Unrealized -2.0%
BND Vanguard Total Bd Market ETF 0.7%
Value ($000) $1,854 Shares 21,719 Est. Cost $85.37 Unrealized
VEA Vanguard FTSE Developed Mrkt 0.7%
Value ($000) $1,834 Shares 55,000 Est. Cost $41.71 Unrealized
IWV iShares Russell 3000 ETF 0.6%
Value ($000) $1,710 Shares 11,526 Est. Cost $20181.53 Unrealized
MSFT Microsoft 0.6%
Value ($000) $1,651 Shares 10,469 Est. Cost $87.92 Unrealized +77.8%
VIG Vanguard Dividend Appreciation Index Fd 0.6%
Value ($000) $1,519 Shares 14,697 Est. Cost $104.77 Unrealized
IWO iShares Russell 2000 Growth ET 0.5%
Value ($000) $1,395 Shares 8,819 Est. Cost $185.03 Unrealized
IVW iShares SP 500 Growth ETF 0.5%
Value ($000) $1,384 Shares 8,384 Est. Cost $1110.84 Unrealized
IVE iShares SP 500 Value ETF 0.4%
Value ($000) $1,117 Shares 11,602 Est. Cost $6654.09 Unrealized
BSV Vanguard Short Term Bond ETF 0.4%
Value ($000) $1,083 Shares 13,180 Est. Cost $1629.33 Unrealized
VT Vanguard Total World Stock Index Fd 0.4%
Value ($000) $1,079 Shares 17,189 Est. Cost $4023.53 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.4%
Value ($000) $1,016 Shares 7,881 Est. Cost $2371.64 Unrealized
IVV iShares Core SP 500 ETF 0.3%
Value ($000) $892 Shares 3,452 Est. Cost $262.46 Unrealized
VCSH Vanguard Scottsdale Fd ST Crp Bd Idx 0.3%
Value ($000) $888 Shares 11,227 Est. Cost $79.23 Unrealized
EEM iShares MSCI Emerging Mkts 0.3%
Value ($000) $742 Shares 21,743 Est. Cost $39.29 Unrealized
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $740 Shares 13,847 Est. Cost $63.93 Unrealized
VO Vanguard MidCap ETF 0.3%
Value ($000) $722 Shares 5,481 Est. Cost $132.02 Unrealized
VBK Vanguard SmallCap Grwth Vipers 0.3%
Value ($000) $720 Shares 4,790 Est. Cost $152.04 Unrealized
VOE Vanguard MC Value Index Fd ETF 0.3%
Value ($000) $699 Shares 8,604 Est. Cost $110.52 Unrealized
MRK Merck Co New 0.2%
Value ($000) $537 Shares 6,980 Est. Cost $54.33 Unrealized +19.8%
VOT Vanguard MidCap Growth Index 0.2%
Value ($000) $532 Shares 4,199 Est. Cost $118.46 Unrealized
AMZN Amazon com Inc 0.2%
Value ($000) $433 Shares 222 Est. Cost $83.15 Unrealized +16.4%
VB Vanguard SmallCap ETF 0.2%
Value ($000) $424 Shares 3,670 Est. Cost $118.46 Unrealized
Alerian MLP ETF 0.1%
Value ($000) $389 Shares 113,151 Est. Cost $9.18 Unrealized
Alphabet Inc Cl A 0.1%
Value ($000) $374 Shares 322 Est. Cost $1220.04 Unrealized
META Facebook Inc Cl A 0.1%
Value ($000) $370 Shares 2,219 Est. Cost $185.74 Unrealized +4.7%
JPMorgan Chase Co 0.1%
Value ($000) $368 Shares 4,089 Est. Cost $4117.84 Unrealized
JNJ Johnson Johnson Co 0.1%
Value ($000) $366 Shares 2,790 Est. Cost $104.58 Unrealized +14.9%
VOO Vanguard SP 500 ETF 0.1%
Value ($000) $362 Shares 1,530 Est. Cost $260.55 Unrealized
3M Co 0.1%
Value ($000) $356 Shares 2,610 Est. Cost $209.85 Unrealized
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $347 Shares 1,898 Est. Cost $205.85 Unrealized +3.3%
iShares MSCI Japan ETF 0.1%
Value ($000) $327 Shares 6,625 Est. Cost $49.36 Unrealized
CPRT Copart Inc 0.1%
Value ($000) $319 Shares 4,661 Est. Cost $19.38 Unrealized +14.8%
IWP iShares Russell MidCap Growth 0.1%
Value ($000) $318 Shares 2,615 Est. Cost $122.27 Unrealized
Twitter Inc 0.1%
Value ($000) $314 Shares 12,805 Est. Cost $35.23 Unrealized
Uber Technologies Inc 0.1%
Value ($000) $306 Shares 10,965 Est. Cost $28.08 Unrealized
RSP Invesco SP 500 Equal Weight 0.1%
Value ($000) $303 Shares 3,604 Est. Cost $5704.70 Unrealized
VWO Vanguard FTSE Emg Mkts 0.1%
Value ($000) $297 Shares 8,847 Est. Cost $5467.54 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $291 Shares 1,560 Est. Cost $140.19 Unrealized +35.6%
JPMorgan BetaBuilders Canada ETF 0.1%
Value ($000) $287 Shares 15,123 Est. Cost $18.98 Unrealized
Netflix Com Inc 0.1%
Value ($000) $286 Shares 761 Est. Cost $270.70 Unrealized
SCHM Schwab U S MidCap ETF 0.1%
Value ($000) $274 Shares 6,507 Est. Cost $779.08 Unrealized
VEU Vanguard FTSE AllWorld ExUS 0.1%
Value ($000) $273 Shares 6,659 Est. Cost $52.72 Unrealized
IJR iShares Core SP SmallCap ETF 0.1%
Value ($000) $269 Shares 4,801 Est. Cost $1950.44 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $267 Shares 3,569 Est. Cost $53.33 Unrealized +3.0%
VBR Vanguard Small Cap Vipers 0.1%
Value ($000) $265 Shares 2,989 Est. Cost $131.27 Unrealized
Stars Group IncThe 0.1%
Value ($000) $243 Shares 11,924 Est. Cost $15.01 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $234 Shares 2,962 Est. Cost $42.61 Unrealized +76.8%
MDY SPDR SP MidCap 400 ETF Trust 0.1%
Value ($000) $233 Shares 887 Est. Cost $360.86 Unrealized
Alphabet Inc Cl C 0.1%
Value ($000) $229 Shares 197 Est. Cost $1147.77 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $228 Shares 269 Est. Cost $1112.35 Unrealized -6.6%
V Visa Inc Class A Shs 0.1%
Value ($000) $223 Shares 1,386 Est. Cost $147.95 Unrealized +22.1%
ICF iShares Cohen Steers REIT ET 0.1%
Value ($000) $217 Shares 2,372 Est. Cost $91.48 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $215 Shares 3,266 Est. Cost $56.17 Unrealized +26.4%
CVS CVS Health Corp 0.1%
Value ($000) $211 Shares 3,560 Est. Cost $53.75 Unrealized +2.9%
Goldman Sachs Group Inc 0.1%
Value ($000) $204 Shares 1,321 Est. Cost $154.43 Unrealized
JPMorgan BetaBuilders Europe ETF 0.1%
Value ($000) $202 Shares 10,548 Est. Cost $19.15 Unrealized
DIS Walt Disney 0.1%
Value ($000) $191 Shares 1,977 Est. Cost $114.19 Unrealized +8.2%
Exxon Mobil 0.1%
Value ($000) $191 Shares 5,040 Est. Cost $1576.60 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $191 Shares 1,227 Est. Cost $116.99 Unrealized +50.7%
XLF Financial Select Sector SPDR 0.1%
Value ($000) $190 Shares 9,131 Est. Cost $24.96 Unrealized
Salesforce com Inc 0.1%
Value ($000) $187 Shares 1,302 Est. Cost $148.26 Unrealized
Vertiv Holdings LLC 0.1%
Value ($000) $173 Shares 20,043 Est. Cost $8.63 Unrealized
CLVT Clarivate Analytics PLC 0.1%
Value ($000) $167 Shares 8,048 Est. Cost $17.41 Unrealized +15.0%
T ATT Inc 0.1%
Value ($000) $161 Shares 5,523 Est. Cost $17.46 Unrealized +4.0%
TTWO Take Two Interactive Software Inc 0.1%
Value ($000) $157 Shares 1,321 Est. Cost $124.67 Unrealized -5.2%
PFE Pfizer Inc 0.1%
Value ($000) $155 Shares 4,759 Est. Cost $26.69 Unrealized -3.3%
MLM Martin Marietta Materials 0.1%
Value ($000) $152 Shares 801 Est. Cost $236.38 Unrealized -2.9%
MS Morgan Stanley 0.1%
Value ($000) $151 Shares 4,441 Est. Cost $36.17 Unrealized +8.2%
ADTRAN Inc 0.1%
Value ($000) $151 Shares 19,652 Est. Cost $12.70 Unrealized
Cisco Systems Inc 0.1%
Value ($000) $148 Shares 3,776 Est. Cost $44.70 Unrealized
Verizon Communications 0.1%
Value ($000) $147 Shares 2,742 Est. Cost $56.92 Unrealized
Sirius XM Holdings Inc 0.1%
Value ($000) $146 Shares 29,560 Est. Cost $6.69 Unrealized
IEI iShares 3 7 Year Treasury Bond 0.1%
Value ($000) $145 Shares 1,086 Est. Cost $133.52 Unrealized
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $145 Shares 2,913 Est. Cost $65.23 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $144 Shares 880 Est. Cost $35.68 Unrealized -2.2%
Costco Wholesale Corp 0.1%
Value ($000) $140 Shares 491 Est. Cost $18030.70 Unrealized
SHV iShares Short Treasury Bond ET 0.1%
Value ($000) $138 Shares 1,242 Est. Cost $111.11 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $134 Shares 1,404 Est. Cost $107.32 Unrealized +2.6%
LBRDK Liberty Broadband Ser C 0.0%
Value ($000) $133 Shares 1,197 Est. Cost $97.93 Unrealized +19.0%
CMCSA Comcast Corp Cl A 0.0%
Value ($000) $129 Shares 3,760 Est. Cost $31.87 Unrealized +13.1%
INTC Intel Corp 0.0%
Value ($000) $129 Shares 2,375 Est. Cost $49.86 Unrealized +5.0%
ADBE Adobe Inc 0.0%
Value ($000) $126 Shares 396 Est. Cost $303.73 Unrealized +12.6%
Nomad Foods Ltd 0.0%
Value ($000) $124 Shares 6,662 Est. Cost $20.48 Unrealized
Biogen Inc 0.0%
Value ($000) $123 Shares 389 Est. Cost $311.92 Unrealized
CME CME Group Inc 0.0%
Value ($000) $119 Shares 686 Est. Cost $160.54 Unrealized -0.6%
VMware Inc 0.0%
Value ($000) $117 Shares 963 Est. Cost $150.52 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $112 Shares 2,002 Est. Cost $42.16 Unrealized +15.2%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $112 Shares 596 Est. Cost $67.34 Unrealized +7.1%
MCD McDonalds Corp 0.0%
Value ($000) $112 Shares 677 Est. Cost $174.59 Unrealized -1.6%
JPMorgan UltraShort Incm ETF 0.0%
Value ($000) $112 Shares 2,255 Est. Cost $50.47 Unrealized
GrubHub Inc 0.0%
Value ($000) $109 Shares 2,672 Est. Cost $50.22 Unrealized
WFC Wells Fargo Co New 0.0%
Value ($000) $107 Shares 3,731 Est. Cost $41.78 Unrealized -12.3%
QCOM Qualcomm Inc 0.0%
Value ($000) $107 Shares 1,575 Est. Cost $55.10 Unrealized +30.5%
DHR Danaher Corp 0.0%
Value ($000) $107 Shares 772 Est. Cost $110.66 Unrealized +18.7%
ITRI Itron Inc 0.0%
Value ($000) $102 Shares 1,834 Est. Cost $67.26 Unrealized +13.0%
ERIC Ericsson LM Tel Co ADR 0.0%
Value ($000) $99 Shares 12,261 Est. Cost $7.95 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $99 Shares 1,347 Est. Cost $92.35 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $98 Shares 404 Est. Cost $216.19 Unrealized +33.1%
Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $93 Shares 603 Est. Cost $156.30 Unrealized
Invesco QQQ Trust Series 1 0.0%
Value ($000) $92 Shares 481 Est. Cost $160655.12 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $90 Shares 950 Est. Cost $102.52 Unrealized +8.3%
PG Procter Gamble Co 0.0%
Value ($000) $90 Shares 820 Est. Cost $97.11 Unrealized +6.9%
SPDR SSGA Gender Divrsty Indx ETF 0.0%
Value ($000) $89 Shares 1,500 Est. Cost $73.33 Unrealized
Kala Pharmaceuticals Inc 0.0%
Value ($000) $88 Shares 10,000 Est. Cost $8.80 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $86 Shares 275 Est. Cost $345.76 Unrealized -1.0%
WMT Walmart Inc 0.0%
Value ($000) $85 Shares 751 Est. Cost $34.86 Unrealized +1.5%
Unilever NV NY 0.0%
Value ($000) $83 Shares 1,700 Est. Cost $48.91 Unrealized
Z Zillow Grp Inc Cl C 0.0%
Value ($000) $82 Shares 2,273 Est. Cost $39.31 Unrealized +17.5%
MSGS Madison Square Garden Co Cl A 0.0%
Value ($000) $81 Shares 382 Est. Cost $196.08 Unrealized -1.1%
Marvell Technology Group 0.0%
Value ($000) $81 Shares 3,563 Est. Cost $25.34 Unrealized
HRL Hormel Foods 0.0%
Value ($000) $80 Shares 1,706 Est. Cost $38.59 Unrealized +0.2%
KR Kroger Co 0.0%
Value ($000) $80 Shares 2,656 Est. Cost $25.60 Unrealized +1.2%
FLO Flowers Foods Inc 0.0%
Value ($000) $80 Shares 3,902 Est. Cost $17.07 Unrealized 0.0%
SJM Smucker J M Co 0.0%
Value ($000) $79 Shares 708 Est. Cost $88.12 Unrealized +0.1%
Target Inc 0.0%
Value ($000) $79 Shares 847 Est. Cost $97.83 Unrealized
CVLT Commvault Systems Inc 0.0%
Value ($000) $78 Shares 1,920 Est. Cost $43.17 Unrealized 0.0%
BKNG Booking Holdings Inc 0.0%
Value ($000) $78 Shares 58 Est. Cost $1914.31 Unrealized -9.8%
KHC Kraft Heinz Co Com Stk 0.0%
Value ($000) $77 Shares 3,111 Est. Cost $20.92 Unrealized -1.1%
Moelis Co Cl A 0.0%
Value ($000) $77 Shares 2,742 Est. Cost $30.35 Unrealized
C H Robinson Worldwide Inc 0.0%
Value ($000) $76 Shares 1,146 Est. Cost $66.56 Unrealized
Nuveen Muni 2021 Target Term Fund 0.0%
Value ($000) $76 Shares 8,013 Est. Cost $9.48 Unrealized
BIO Bio Rad Laboratories Inc 0.0%
Value ($000) $76 Shares 217 Est. Cost $367.68 Unrealized 0.0%
Allergan plc 0.0%
Value ($000) $76 Shares 428 Est. Cost $11607.73 Unrealized
GEN NortonLifeLock Inc 0.0%
Value ($000) $75 Shares 4,025 Est. Cost $15.63 Unrealized 0.0%
CVX ChevronTexaco Corp 0.0%
Value ($000) $75 Shares 1,037 Est. Cost $83.62 Unrealized -9.1%
DOX Amdocs Ltd 0.0%
Value ($000) $75 Shares 1,366 Est. Cost $59.14 Unrealized -0.0%
LogMeIn Inc 0.0%
Value ($000) $74 Shares 891 Est. Cost $83.05 Unrealized
AXP American Express Co 0.0%
Value ($000) $73 Shares 857 Est. Cost $83.26 Unrealized +29.2%
IYW iShares USTechnology ETF 0.0%
Value ($000) $73 Shares 357 Est. Cost $204.48 Unrealized
SEB Seaboard Corp 0.0%
Value ($000) $73 Shares 26 Est. Cost $3561.07 Unrealized 0.0%
VMC Vulcan Materials Co 0.0%
Value ($000) $72 Shares 670 Est. Cost $133.41 Unrealized -8.9%
PGR Progressive Corp OH 0.0%
Value ($000) $71 Shares 956 Est. Cost $62.38 Unrealized +4.7%
MCO Moodys Corp 0.0%
Value ($000) $69 Shares 325 Est. Cost $202.89 Unrealized +14.0%
NEU NewMarket Corp 0.0%
Value ($000) $69 Shares 179 Est. Cost $372.19 Unrealized 0.0%
CHD Church Dwight Inc 0.0%
Value ($000) $67 Shares 1,050 Est. Cost $68.39 Unrealized -3.1%
Broadcom Inc 0.0%
Value ($000) $67 Shares 281 Est. Cost $270.08 Unrealized
Citrix Systems Inc 0.0%
Value ($000) $66 Shares 463 Est. Cost $141.25 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $65 Shares 716 Est. Cost $86.41 Unrealized +4.4%
PZZA Papa Johns Intl Inc 0.0%
Value ($000) $65 Shares 1,216 Est. Cost $40.17 Unrealized +28.7%
SvcNow Inc 0.0%
Value ($000) $65 Shares 227 Est. Cost $6325.55 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $64 Shares 834 Est. Cost $56.88 Unrealized +18.1%
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $64 Shares 2,334 Est. Cost $41.28 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $64 Shares 485 Est. Cost $157.65 Unrealized -1.5%
AMGN Amgen Inc 0.0%
Value ($000) $63 Shares 309 Est. Cost $182.68 Unrealized -0.2%
XLE Energy Select Sector SPDR Fd 0.0%
Value ($000) $63 Shares 2,163 Est. Cost $35.58 Unrealized
TransUnion 0.0%
Value ($000) $63 Shares 950 Est. Cost $80.82 Unrealized
Liberty SiriusXM Group 0.0%
Value ($000) $62 Shares 1,954 Est. Cost $35.84 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $62 Shares 612 Est. Cost $122.94 Unrealized +1.6%
ASML ASML Hldg NV 0.0%
Value ($000) $61 Shares 235 Est. Cost $264.55 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $61 Shares 214 Est. Cost $298.40 Unrealized +4.1%
TLT iShares 20 Year Treasury Bond 0.0%
Value ($000) $58 Shares 350 Est. Cost $134.67 Unrealized
MANU Manchester United PLC Cl A 0.0%
Value ($000) $57 Shares 3,775 Est. Cost $17.59 Unrealized +1.6%
Zynga Inc 0.0%
Value ($000) $55 Shares 8,049 Est. Cost $6.83 Unrealized
EXPD Expeditors Intl Of Washington Inc 0.0%
Value ($000) $54 Shares 813 Est. Cost $66.61 Unrealized -0.2%
CI Cigna Corp 0.0%
Value ($000) $54 Shares 303 Est. Cost $153.96 Unrealized +15.2%
WAB Wabtec Corp 0.0%
Value ($000) $53 Shares 1,110 Est. Cost $68.55 Unrealized -3.3%
INTU Intuit Inc 0.0%
Value ($000) $53 Shares 231 Est. Cost $261.52 Unrealized -0.2%
SCHD Schwab US Dvd Equity 0.0%
Value ($000) $53 Shares 1,188 Est. Cost $44.61 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $51 Shares 360 Est. Cost $145.12 Unrealized -0.1%
iShares 05 Year HY Corporate Bd 0.0%
Value ($000) $51 Shares 1,257 Est. Cost $46.14 Unrealized
LYV Live Nation Inc 0.0%
Value ($000) $51 Shares 1,125 Est. Cost $69.93 Unrealized -11.7%
TJX TJX Cos Inc New 0.0%
Value ($000) $51 Shares 1,066 Est. Cost $51.06 Unrealized +4.5%
UnitedHealth Group Inc 0.0%
Value ($000) $50 Shares 201 Est. Cost $249.27 Unrealized
LAD Lithia Motors Inc A 0.0%
Value ($000) $50 Shares 611 Est. Cost $126.26 Unrealized -4.5%
Truist Financial Corp 0.0%
Value ($000) $48 Shares 1,546 Est. Cost $56.13 Unrealized
BlackRock Inc 0.0%
Value ($000) $48 Shares 109 Est. Cost $43496.87 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $48 Shares 158 Est. Cost $317.67 Unrealized -0.7%
NKE Nike Inc Cl B 0.0%
Value ($000) $48 Shares 578 Est. Cost $84.87 Unrealized +1.2%
ETN Eaton Corp plc 0.0%
Value ($000) $47 Shares 600 Est. Cost $73.05 Unrealized +13.1%
CPB Campbell Soup Co 0.0%
Value ($000) $46 Shares 990 Est. Cost $37.15 Unrealized +6.7%
Moderna Inc 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $30.00 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $45 Shares 1,334 Est. Cost $41.54 Unrealized -21.1%
INOD Innodata Inc 0.0%
Value ($000) $44 Shares 55,273 Est. Cost $1.80 Unrealized -38.7%
SYK Stryker Corp 0.0%
Value ($000) $43 Shares 256 Est. Cost $194.19 Unrealized -5.6%
YUM Yum! Brands Inc 0.0%
Value ($000) $43 Shares 626 Est. Cost $92.75 Unrealized -9.9%
SPDR Doubleline Ttl Ret Tactical 0.0%
Value ($000) $43 Shares 899 Est. Cost $48.94 Unrealized
Liberty Braves Group 0.0%
Value ($000) $43 Shares 2,268 Est. Cost $27.78 Unrealized
CHTR Charter Communications A 0.0%
Value ($000) $43 Shares 98 Est. Cost $432.71 Unrealized +13.0%
ALL Allstate CorpThe 0.0%
Value ($000) $42 Shares 459 Est. Cost $94.23 Unrealized +0.0%
LOW Lowes Cos Inc 0.0%
Value ($000) $41 Shares 475 Est. Cost $89.66 Unrealized +9.6%
Util Slct Sector SPDR Fund 0.0%
Value ($000) $41 Shares 745 Est. Cost $65.04 Unrealized
ZD j2 Global Inc 0.0%
Value ($000) $41 Shares 547 Est. Cost $79.13 Unrealized -1.3%
Cerner Corp 0.0%
Value ($000) $41 Shares 647 Est. Cost $63.89 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $41 Shares 714 Est. Cost $62.63 Unrealized +5.6%
FAST Fastenal Co 0.0%
Value ($000) $41 Shares 1,324 Est. Cost $14.34 Unrealized +5.7%
DEO Diageo PLC ADR New 0.0%
Value ($000) $40 Shares 313 Est. Cost $160.63 Unrealized
EA Electronic Arts 0.0%
Value ($000) $40 Shares 399 Est. Cost $101.33 Unrealized +1.0%
VOOG Vanguard S P Growth 0.0%
Value ($000) $40 Shares 271 Est. Cost $147.60 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $40 Shares 281 Est. Cost $145.95 Unrealized
CALY Callaway Golf Co 0.0%
Value ($000) $40 Shares 3,933 Est. Cost $17.93 Unrealized -4.0%
LLY Eli Lilly Co 0.0%
Value ($000) $39 Shares 282 Est. Cost $107.60 Unrealized +19.1%
Oracle Corp 0.0%
Value ($000) $39 Shares 814 Est. Cost $54.32 Unrealized
EL Estee Lauder Cos IncThe 0.0%
Value ($000) $39 Shares 242 Est. Cost $172.96 Unrealized +3.2%
SCHW Charles Schwab Corp 0.0%
Value ($000) $39 Shares 1,166 Est. Cost $41.18 Unrealized -6.1%
XLP Consumer Staples Slct Sector SPDR Fd 0.0%
Value ($000) $39 Shares 721 Est. Cost $54.09 Unrealized
KLAC KLA Corp 0.0%
Value ($000) $39 Shares 273 Est. Cost $155.73 Unrealized -3.5%
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $39 Shares 435 Est. Cost $89.66 Unrealized
WERN Werner Enterprises 0.0%
Value ($000) $38 Shares 1,035 Est. Cost $35.96 Unrealized 0.0%
Pimco Active Bond ExcTraded Fd 0.0%
Value ($000) $38 Shares 362 Est. Cost $107.73 Unrealized
Legg Mason Inc 0.0%
Value ($000) $38 Shares 778 Est. Cost $46.29 Unrealized
Aon PLC Cl A Ordinary 0.0%
Value ($000) $38 Shares 230 Est. Cost $208.33 Unrealized
Constellation Brands Inc A 0.0%
Value ($000) $38 Shares 266 Est. Cost $206.10 Unrealized
INCY Incyte Pharmaceuticals Inc 0.0%
Value ($000) $38 Shares 513 Est. Cost $75.54 Unrealized 0.0%
FFIV F5 Networks Inc 0.0%
Value ($000) $37 Shares 347 Est. Cost $123.10 Unrealized -0.6%
HAS Hasbro Inc 0.0%
Value ($000) $36 Shares 500 Est. Cost $83.18 Unrealized -17.3%
Activision Blizzard Inc 0.0%
Value ($000) $36 Shares 600 Est. Cost $54.75 Unrealized
Fidelity National Information Svcs 0.0%
Value ($000) $36 Shares 300 Est. Cost $124.75 Unrealized
CDW CorpDE 0.0%
Value ($000) $35 Shares 375 Est. Cost $123.26 Unrealized
JPMorgan Divrsfd Ret EM Eqty ETF 0.0%
Value ($000) $34 Shares 855 Est. Cost $57.31 Unrealized
IQV IQVIA Holdings Inc 0.0%
Value ($000) $34 Shares 314 Est. Cost $154.78 Unrealized -7.7%
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $33 Shares 1,297 Est. Cost $39.32 Unrealized
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $33 Shares 662 Est. Cost $44.93 Unrealized +4.0%
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $33 Shares 309 Est. Cost $3301.13 Unrealized
LEA Lear Corp 0.0%
Value ($000) $33 Shares 400 Est. Cost $107.46 Unrealized -4.7%
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $32 Shares 314 Est. Cost $113.04 Unrealized -5.3%
FMC FMC Corp 0.0%
Value ($000) $31 Shares 375 Est. Cost $77.70 Unrealized +0.3%
Global Pmts Inc 0.0%
Value ($000) $31 Shares 216 Est. Cost $182.20 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $31 Shares 867 Est. Cost $60.56 Unrealized -18.0%
LULU Lululemon Athletica Inc WI 0.0%
Value ($000) $30 Shares 160 Est. Cost $213.14 Unrealized +5.0%
MAR Marriott Intl Inc New 0.0%
Value ($000) $30 Shares 400 Est. Cost $126.83 Unrealized -5.7%
MCY Mercury General Corp 0.0%
Value ($000) $30 Shares 745 Est. Cost $45.63 Unrealized 0.0%
APD Air Products Chemicals Inc 0.0%
Value ($000) $29 Shares 144 Est. Cost $194.21 Unrealized +1.5%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $29 Shares 60 Est. Cost $334.59 Unrealized +22.6%
LEN Lennar Corp Class A 0.0%
Value ($000) $29 Shares 750 Est. Cost $46.17 Unrealized +13.2%
MNST Monster Beverage Corp 0.0%
Value ($000) $29 Shares 520 Est. Cost $29.37 Unrealized +9.4%
BIP Brookfield Infrastructure Partners LP 0.0%
Value ($000) $29 Shares 799 Est. Cost $38.73 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $29 Shares 213 Est. Cost $151.07 Unrealized -10.8%
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $28 Shares 119 Est. Cost $205.26 Unrealized +11.8%
FXI iShares China LargeCap ETF 0.0%
Value ($000) $27 Shares 731 Est. Cost $38.75 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $26 Shares 300 Est. Cost $143.57 Unrealized -8.5%
Fox Corp 0.0%
Value ($000) $26 Shares 1,100 Est. Cost $37.10 Unrealized
DPZ Dominos Pizza Inc 0.0%
Value ($000) $26 Shares 79 Est. Cost $237.04 Unrealized +21.2%
CGBD TCG BDC Inc 0.0%
Value ($000) $26 Shares 5,057 Est. Cost $6.37 Unrealized -12.9%
FNDX Schwab Fundamental U S Large Company Index 0.0%
Value ($000) $25 Shares 800 Est. Cost $43.05 Unrealized
CLX Clorox Co 0.0%
Value ($000) $25 Shares 146 Est. Cost $137.80 Unrealized +0.6%
KMI Kinder Morgan Inc 0.0%
Value ($000) $25 Shares 1,776 Est. Cost $13.90 Unrealized -3.9%
KKR KKR Co Inc 0.0%
Value ($000) $25 Shares 1,073 Est. Cost $24.68 Unrealized +9.8%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $24 Shares 518 Est. Cost $57.09 Unrealized
DOV Dover Corp 0.0%
Value ($000) $24 Shares 283 Est. Cost $98.38 Unrealized -0.6%
iShares Core Total Intl Stock 0.0%
Value ($000) $24 Shares 503 Est. Cost $55.15 Unrealized
CTSH Cognizant Tech Solutions Cl A 0.0%
Value ($000) $24 Shares 508 Est. Cost $56.34 Unrealized -3.3%
ALB Albemarle Corp 0.0%
Value ($000) $24 Shares 434 Est. Cost $61.60 Unrealized +15.4%
ILMN Illumina Inc 0.0%
Value ($000) $24 Shares 88 Est. Cost $291.84 Unrealized -4.2%
EMR Emerson Elec Co 0.0%
Value ($000) $24 Shares 500 Est. Cost $56.17 Unrealized +2.8%
IBM Intl Business Machines Corp 0.0%
Value ($000) $23 Shares 206 Est. Cost $101.97 Unrealized -3.6%
AGG iShares Core Total US Aggregate 0.0%
Value ($000) $23 Shares 198 Est. Cost $13453.27 Unrealized
FedEx Corp 0.0%
Value ($000) $23 Shares 192 Est. Cost $8692.70 Unrealized
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $23 Shares 235 Est. Cost $95708.43 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $23 Shares 149 Est. Cost $148.51 Unrealized +23.6%
MCHP Microchip Technology Inc 0.0%
Value ($000) $23 Shares 339 Est. Cost $42.37 Unrealized -0.9%
SCHA Schwab US SmallCap ETF 0.0%
Value ($000) $22 Shares 425 Est. Cost $627.28 Unrealized
BA Boeing CoThe 0.0%
Value ($000) $22 Shares 145 Est. Cost $274.24 Unrealized -0.5%
Alibaba Group Holding Ltd 0.0%
Value ($000) $22 Shares 115 Est. Cost $47052.85 Unrealized
VanEck Vectors Vid GamingeSports 0.0%
Value ($000) $21 Shares 531 Est. Cost $39.55 Unrealized
XBI SPDR SP Biotech ETF 0.0%
Value ($000) $21 Shares 266 Est. Cost $73.48 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $21 Shares 237 Est. Cost $100.85 Unrealized -2.5%
DXJ WisdomTree Japan Hedged Equity Fd 0.0%
Value ($000) $21 Shares 506 Est. Cost $52.53 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $20 Shares 85 Est. Cost $46.30 Unrealized +17.3%
SWK Stanley Black Decker Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $116.50 Unrealized +2.2%
PEP Pepsico Inc 0.0%
Value ($000) $20 Shares 166 Est. Cost $99.89 Unrealized +12.9%
IFF Intl Flavors Fragrances Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $107.48 Unrealized -1.3%
Mylan NV Ordinary 0.0%
Value ($000) $19 Shares 1,292 Est. Cost $14.71 Unrealized
LBRDA Liberty Broadband Ser A 0.0%
Value ($000) $19 Shares 182 Est. Cost $97.05 Unrealized +18.3%
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $19 Shares 740 Est. Cost $33.43 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $19 Shares 87 Est. Cost $125.04 Unrealized +57.7%
TMUS TMobile USA Inc 0.0%
Value ($000) $18 Shares 218 Est. Cost $79.98 Unrealized +2.2%
LIND Capital Acquisition Corp II 0.0%
Value ($000) $18 Shares 4,201 Est. Cost $16.86 Unrealized -23.8%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $17 Shares 788 Est. Cost $21.57 Unrealized
Seacor Marine Holdings 0.0%
Value ($000) $17 Shares 3,800 Est. Cost $12.63 Unrealized
XLV Health Care Slct Sector SPDR Fd 0.0%
Value ($000) $16 Shares 181 Est. Cost $102.22 Unrealized
Arista Networks Inc 0.0%
Value ($000) $16 Shares 77 Est. Cost $238.57 Unrealized
Gen Motors Co 0.0%
Value ($000) $15 Shares 700 Est. Cost $36.74 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $15 Shares 110 Est. Cost $155.87 Unrealized -7.0%
Ishares Core Msci Emerging Mkts 0.0%
Value ($000) $15 Shares 369 Est. Cost $48518.86 Unrealized
TECH Bio Techne Corp 0.0%
Value ($000) $15 Shares 80 Est. Cost $48.78 Unrealized 0.0%
AAXJ iShares MSCI All Country Asia 0.0%
Value ($000) $15 Shares 250 Est. Cost $64.00 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $15 Shares 158 Est. Cost $103.45 Unrealized +0.7%
FI Enhanced Large Cap Growth 0.0%
Value ($000) $14 Shares 62 Est. Cost $190.05 Unrealized
Skyworks Solutions Inc 0.0%
Value ($000) $14 Shares 155 Est. Cost $122.58 Unrealized
PM Philip Morris Intl 0.0%
Value ($000) $14 Shares 190 Est. Cost $59.34 Unrealized +2.4%
Royal Caribbean Cruises Ltd 0.0%
Value ($000) $14 Shares 450 Est. Cost $31.11 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $13 Shares 100 Est. Cost $147.64 Unrealized -6.6%
Pioneer Natural Resources Co 0.0%
Value ($000) $12 Shares 167 Est. Cost $129.73 Unrealized
VGT Vanguard Information Technology Index Fd 0.0%
Value ($000) $12 Shares 57 Est. Cost $204.94 Unrealized
LOPE Grand Canyon Edu Inc 0.0%
Value ($000) $12 Shares 161 Est. Cost $82.29 Unrealized 0.0%
NVDA NVIDIA Corp 0.0%
Value ($000) $12 Shares 46 Est. Cost $6.28 Unrealized 0.0%
Intuitive Surgical Inc 0.0%
Value ($000) $11 Shares 23 Est. Cost $478.26 Unrealized
Coupa Software Inc 0.0%
Value ($000) $11 Shares 78 Est. Cost $141.03 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $11 Shares 483 Est. Cost $51.46 Unrealized -25.4%
AMAT Applied Materials Inc 0.0%
Value ($000) $11 Shares 235 Est. Cost $44.99 Unrealized +20.8%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $10 Shares 55 Est. Cost $177.82 Unrealized +2.4%
IJK iShares S P Mid Cap 400 Growth 0.0%
Value ($000) $10 Shares 58 Est. Cost $172.41 Unrealized
Essential Utilities Inc 0.0%
Value ($000) $10 Shares 248 Est. Cost $40.32 Unrealized
Twilio Inc 0.0%
Value ($000) $10 Shares 109 Est. Cost $91.74 Unrealized
Seaworld Entmt Inc 0.0%
Value ($000) $10 Shares 931 Est. Cost $26.85 Unrealized
Premier Inc 0.0%
Value ($000) $9 Shares 262 Est. Cost $34.35 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $9 Shares 86 Est. Cost $91.48 Unrealized +11.1%
IJJ iShares S P Mid Cap 400 Value 0.0%
Value ($000) $8 Shares 75 Est. Cost $106.67 Unrealized
ViacomCBS Inc 0.0%
Value ($000) $8 Shares 583 Est. Cost $42.25 Unrealized
SPGI SP Global Inc 0.0%
Value ($000) $8 Shares 33 Est. Cost $259.45 Unrealized +0.7%
OneSpaWorld Holdings Ltd 0.0%
Value ($000) $8 Shares 1,965 Est. Cost $15.63 Unrealized
UPS United Parcel Srvc 0.0%
Value ($000) $8 Shares 81 Est. Cost $87.83 Unrealized -6.8%
Cedar Fair LP Dep Units 0.0%
Value ($000) $8 Shares 446 Est. Cost $57.92 Unrealized
AD US Cellular Corp 0.0%
Value ($000) $7 Shares 229 Est. Cost $18.90 Unrealized 0.0%
American Airlines Group Inc 0.0%
Value ($000) $7 Shares 555 Est. Cost $41.61 Unrealized
Liberty Braves Group 0.0%
Value ($000) $7 Shares 373 Est. Cost $26.81 Unrealized
Linde PLC 0.0%
Value ($000) $7 Shares 39 Est. Cost $31613.94 Unrealized
General Elec Co 0.0%
Value ($000) $7 Shares 891 Est. Cost $811.94 Unrealized
RGLD Royal Gold Inc 0.0%
Value ($000) $7 Shares 85 Est. Cost $103.25 Unrealized 0.0%
BSX Boston Scientific Corp 0.0%
Value ($000) $6 Shares 181 Est. Cost $41.15 Unrealized -5.1%
FANG Diamondback Energy Inc 0.0%
Value ($000) $6 Shares 231 Est. Cost $64.81 Unrealized -24.0%
AJG Gallagher Arthur J Co 0.0%
Value ($000) $6 Shares 73 Est. Cost $87.74 Unrealized +1.9%
ODFL Old Dominion Freight Line 0.0%
Value ($000) $6 Shares 45 Est. Cost $63.35 Unrealized +2.1%
SHW Sherwin Williams Co 0.0%
Value ($000) $6 Shares 14 Est. Cost $177.94 Unrealized -3.8%
Magellan Midstream Ptnrs LP 0.0%
Value ($000) $6 Shares 162 Est. Cost $66.24 Unrealized
Alteryx Inc 0.0%
Value ($000) $6 Shares 68 Est. Cost $88.24 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $5 Shares 10 Est. Cost $21.69 Unrealized +91.1%
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $5 Shares 600 Est. Cost $12.12 Unrealized +79.4%
Datadog Inc 0.0%
Value ($000) $5 Shares 145 Est. Cost $34.48 Unrealized
SVB Financial Group 0.0%
Value ($000) $5 Shares 33 Est. Cost $244.90 Unrealized
AGO Assured Guaranty LTD 0.0%
Value ($000) $5 Shares 188 Est. Cost $37.29 Unrealized 0.0%
VEEV Veeva Syss Inc 0.0%
Value ($000) $5 Shares 34 Est. Cost $146.59 Unrealized 0.0%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $5 Shares 36 Est. Cost $144.45 Unrealized -1.7%
COF Capital One Financial Corp 0.0%
Value ($000) $5 Shares 92 Est. Cost $79.47 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $5 Shares 87 Est. Cost $39.16 Unrealized +10.6%
HAIN Hain Celestial Group 0.0%
Value ($000) $5 Shares 192 Est. Cost $24.95 Unrealized 0.0%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $5 Shares 67 Est. Cost $74.63 Unrealized
Invesco DWA Emerging Markets Markets Momentum ETF 0.0%
Value ($000) $4 Shares 259 Est. Cost $15.44 Unrealized
DOW Dow Inc 0.0%
Value ($000) $4 Shares 146 Est. Cost $32.55 Unrealized -6.0%
C Citigroup Inc 0.0%
Value ($000) $4 Shares 93 Est. Cost $57.72 Unrealized -6.1%
EQIX Equinix Inc 0.0%
Value ($000) $4 Shares 6 Est. Cost $507.23 Unrealized +5.7%
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $4 Shares 43 Est. Cost $105.59 Unrealized -2.3%
BAH Booz Allen Hamilton Holding Co 0.0%
Value ($000) $4 Shares 64 Est. Cost $66.02 Unrealized 0.0%
FTNT Fortinet Inc 0.0%
Value ($000) $4 Shares 40 Est. Cost $21.43 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $4 Shares 19 Est. Cost $252.47 Unrealized -0.4%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $4 Shares 78 Est. Cost $48.17 Unrealized 0.0%
Valero Energy Corp 0.0%
Value ($000) $4 Shares 94 Est. Cost $91.55 Unrealized
VFC V F Corp 0.0%
Value ($000) $4 Shares 77 Est. Cost $82.36 Unrealized -5.4%
XLI Industrial Select Sector SPDR Fd 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $4 Shares 98 Est. Cost $51.21 Unrealized -15.0%
Zoetis Inc 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
RingCen Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
TE Connectivity 0.0%
Value ($000) $4 Shares 62 Est. Cost $98.77 Unrealized
SHY iShares 1 3 Year Treasury Bond 0.0%
Value ($000) $4 Shares 47 Est. Cost $85.11 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $4 Shares 29 Est. Cost $164.17 Unrealized -0.3%
NEO NeoGenomics Inc 0.0%
Value ($000) $4 Shares 150 Est. Cost $23.81 Unrealized +25.8%
MRSH Marsh McLennan Cos Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $95.06 Unrealized +2.4%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $4 Shares 88 Est. Cost $53.36 Unrealized +6.5%
IJT iShares S P Small Cap 600 Grow 0.0%
Value ($000) $4 Shares 26 Est. Cost $153.85 Unrealized
IGSB iShares Short Term Corporate 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.05 Unrealized
iShares Core MSCI Europe ETF 0.0%
Value ($000) $4 Shares 116 Est. Cost $34.48 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $5416.70 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $3 Shares 36 Est. Cost $85.74 Unrealized -2.1%
SRE Sempra Energy 0.0%
Value ($000) $3 Shares 27 Est. Cost $59.96 Unrealized -2.6%
F Ford Mtr Co 0.0%
Value ($000) $3 Shares 607 Est. Cost $6.68 Unrealized -15.4%
ROK Rockwell Automation Inc 0.0%
Value ($000) $3 Shares 21 Est. Cost $167.26 Unrealized 0.0%
BXMT Blackstone Mtg Tst Inc 0.0%
Value ($000) $3 Shares 150 Est. Cost $33.33 Unrealized
ACN Accenture PLC 0.0%
Value ($000) $3 Shares 16 Est. Cost $165.03 Unrealized +7.3%
IGIB iShares Intermediate Term Corp 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
CAG ConAgra Brands Inc 0.0%
Value ($000) $3 Shares 103 Est. Cost $22.22 Unrealized +6.0%
CL Colgate Palmolive Co 0.0%
Value ($000) $3 Shares 41 Est. Cost $61.53 Unrealized 0.0%
PLD Prologis Inc 0.0%
Value ($000) $3 Shares 41 Est. Cost $69.27 Unrealized +7.0%
KO Coca Cola Co 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.54 Unrealized +11.0%
MU Micron Technology Inc 0.0%
Value ($000) $3 Shares 83 Est. Cost $50.73 Unrealized 0.0%
NEM Newmont Goldcorp Corp 0.0%
Value ($000) $3 Shares 56 Est. Cost $32.71 Unrealized +15.8%
Juniper Networks Inc 0.0%
Value ($000) $3 Shares 165 Est. Cost $22.92 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $3 Shares 23 Est. Cost $112.10 Unrealized 0.0%
EQR Equity Residential 0.0%
Value ($000) $3 Shares 54 Est. Cost $65.88 Unrealized -6.9%
IJS iShares S P Small Cap 600 Valu 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
CACI CACI International Inc Cl A 0.0%
Value ($000) $3 Shares 15 Est. Cost $248.52 Unrealized 0.0%
WY Weyerhaeuser Co 0.0%
Value ($000) $3 Shares 176 Est. Cost $22.39 Unrealized -5.4%
LAM Research Corp 0.0%
Value ($000) $3 Shares 12 Est. Cost $7482.01 Unrealized
COR AmerisourceBergen Corp 0.0%
Value ($000) $3 Shares 33 Est. Cost $71.41 Unrealized +4.5%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.62 Unrealized 0.0%
CSX CSX Corp 0.0%
Value ($000) $3 Shares 54 Est. Cost $21.57 Unrealized 0.0%
SPDR Blackstone GSO Senior Loan 0.0%
Value ($000) $3 Shares 69 Est. Cost $43.48 Unrealized
Chubb Ltd 0.0%
Value ($000) $3 Shares 25 Est. Cost $151.53 Unrealized
Primo Water Corp 0.0%
Value ($000) $3 Shares 311 Est. Cost $9.65 Unrealized
A Agilent Technologies 0.0%
Value ($000) $2 Shares 31 Est. Cost $72.74 Unrealized +6.1%
DVN Devon Energy Corp 0.0%
Value ($000) $2 Shares 360 Est. Cost $13.15 Unrealized 0.0%
HP Inc 0.0%
Value ($000) $2 Shares 111 Est. Cost $20.71 Unrealized
VOD Vodafone Group Plc ADR New 0.0%
Value ($000) $2 Shares 117 Est. Cost $19.49 Unrealized
WST West Pharmaceutical Services Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $151.68 Unrealized 0.0%
GDDY GoDaddy Inc 0.0%
Value ($000) $2 Shares 38 Est. Cost $66.17 Unrealized 0.0%
WMB Williams Companies Inc 0.0%
Value ($000) $2 Shares 110 Est. Cost $17.76 Unrealized -21.2%
SBA Communications Corp 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
BDX Becton Dickinson Co 0.0%
Value ($000) $2 Shares 7 Est. Cost $226.44 Unrealized -0.7%
BEP Brookfield Renewable Pwr Fund 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
RS Reliance Stl Alum Co 0.0%
Value ($000) $2 Shares 21 Est. Cost $106.68 Unrealized 0.0%
FAF First Amer Finl 0.0%
Value ($000) $2 Shares 36 Est. Cost $46.58 Unrealized 0.0%
O Realty Income Corp 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.96 Unrealized -5.7%
GLW Corning Inc 0.0%
Value ($000) $2 Shares 78 Est. Cost $22.10 Unrealized 0.0%
CBRE Group Inc 0.0%
Value ($000) $2 Shares 60 Est. Cost $1465.55 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.35 Unrealized
PSX Phillips 66 0.0%
Value ($000) $2 Shares 38 Est. Cost $82.28 Unrealized -22.5%
OHI Omega Healthcare Investors 0.0%
Value ($000) $2 Shares 86 Est. Cost $23.26 Unrealized
OReilly Automotive Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $281.25 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $61.88 Unrealized -0.2%
DuPont De Nemours Inc 0.0%
Value ($000) $2 Shares 58 Est. Cost $68.18 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $2 Shares 648 Est. Cost $3.09 Unrealized
DLB Dolby Laboratories Inc 0.0%
Value ($000) $2 Shares 37 Est. Cost $60.05 Unrealized 0.0%
QUAL IShares Edge MSCI USA Quality 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.45 Unrealized
ConocoPhillips 0.0%
Value ($000) $2 Shares 64 Est. Cost $66.15 Unrealized
VXUS Vanguard Total Intl Stock ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $1180.08 Unrealized
RWL Invesco Opp S P 500 Rev 0.0%
Value ($000) $2 Shares 41 Est. Cost $48.78 Unrealized
ALPS Med Breakthroughs ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.30 Unrealized
Teladoc Health Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
Equity Commonwealth 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
Advaxis Inc 0.0%
Value ($000) $1 Shares 33 Est. Cost $2090.91 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $1 Shares 49 Est. Cost $46.44 Unrealized -24.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $1 Shares 82 Est. Cost $36.00 Unrealized -16.5%
United Therapeutics Corp 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
IMOS Chipmos Tech Inc ADR 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.29 Unrealized 0.0%
AROC Archrock Inc 0.0%
Value ($000) $1 Shares 34 Est. Cost $6.85 Unrealized -25.5%
IRM Iron Mountain Inc PA 0.0%
Value ($000) $1 Shares 63 Est. Cost $23.34 Unrealized -3.3%
SCHB Schwab US Broad Mkt ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
CRMD Cormedix Inc 0.0%
Value ($000) $1 Shares 400 Est. Cost $9.02 Unrealized -37.4%
NAVBQ Navidea Biopharm Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $600.00 Unrealized
SCHE Schwab Emerging Mkts Equity ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $1385.17 Unrealized
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.16 Unrealized +8.7%
EBAY Ebay Inc 0.0%
Value ($000) $1 Shares 43 Est. Cost $32.64 Unrealized -3.4%
ASIX AdvanSix Inc WI 0.0%
Value ($000) $1 Shares 2 Est. Cost $14.18 Unrealized 0.0%
AquaBounty Tech WI 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
GPRO GoPro Inc Cl A 0.0%
Value ($000) $1 Shares 230 Est. Cost $4.69 Unrealized -20.8%
MAC Macerich CoThe 0.0%
Value ($000) $1 Shares 258 Est. Cost $3.88 Unrealized
WPC WP Carey Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
DLTR Dollar Tree Stores Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $104.63 Unrealized -18.6%
Corteva Inc 0.0%
Value ($000) $1 Shares 27 Est. Cost $27.78 Unrealized
FN Fabrinet 0.0%
Value ($000) $1 Shares 25 Est. Cost $60.43 Unrealized 0.0%
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $2.56 Unrealized +5.7%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $1 Shares 23 Est. Cost $71.79 Unrealized -12.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $70.39 Unrealized -16.2%
RGA Reinsurance Group of America 0.0%
Value ($000) $1 Shares 11 Est. Cost $130.37 Unrealized 0.0%
BP BP PLC ADR 0.0%
Value ($000) $1 Shares 57 Est. Cost $9748.60 Unrealized
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $1 Shares 117 Est. Cost $18.78 Unrealized -16.8%
Brookfield Asset Management Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $56.93 Unrealized
Real Estate Slct Sector SPDR Fund 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
Xilinx Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $20571.83 Unrealized
iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $34.19 Unrealized
ACWI iShares MSCI ACWI ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $64.34 Unrealized
Wright Medical Group NV 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
Exterran Corp 0.0%
Value ($000) $1 Shares 17 Est. Cost Unrealized
iShares Edge MSCI USA Value Fctr 0.0%
Value ($000) $1 Shares 13 Est. Cost $81.98 Unrealized
Pinterest Inc 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.15 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $142.41 Unrealized +6.0%
Sanderson Farms Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized