SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 4, 2020

Total Value ($000): $263,991 (100.0% shares, 0.0% debt)

Holdings (447)

SPY SPDR SP 500 ETF Trust 16.1%
Value ($000) $42,485 Shares 137,778 Est. Cost $4021.43 Unrealized
VUG Vanguard Growth ETF 11.3%
Value ($000) $29,730 Shares 147,114 Est. Cost $147.45 Unrealized
iShares Edge MSCI Min Vol USA 6.2%
Value ($000) $16,373 Shares 270,052 Est. Cost $56.40 Unrealized
IWF iShares Russell 1000 Growth ET 5.3%
Value ($000) $14,118 Shares 73,552 Est. Cost $128.04 Unrealized
IWR iShares Russell MidCap ETF 5.2%
Value ($000) $13,845 Shares 258,296 Est. Cost $66.62 Unrealized
VYM Vanguard HY ETF 5.0%
Value ($000) $13,127 Shares 166,622 Est. Cost $73.62 Unrealized
IWD iShares Russell 1000 Value ETF 3.9%
Value ($000) $10,335 Shares 91,764 Est. Cost $119.06 Unrealized
VTEB Vanguard TaxExempt Bond Index 3.3%
Value ($000) $8,594 Shares 158,738 Est. Cost $53.22 Unrealized
VTV Vanguard Value ETF 3.2%
Value ($000) $8,326 Shares 83,605 Est. Cost $7275.61 Unrealized
ACWX iShares MSCI ACWI ex US ETF 3.1%
Value ($000) $8,285 Shares 191,608 Est. Cost $3238.67 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 2.7%
Value ($000) $7,217 Shares 27 Est. Cost $309458.20 Unrealized -11.4%
IJH iShares Core SP Mid Cap ETF 2.0%
Value ($000) $5,352 Shares 30,098 Est. Cost $683.96 Unrealized
BAC Bank of America Corp 2.0%
Value ($000) $5,208 Shares 219,294 Est. Cost $15.68 Unrealized +31.2%
AAPL Apple Inc 1.4%
Value ($000) $3,682 Shares 10,092 Est. Cost $42.79 Unrealized +75.5%
BALL Ball Corp 1.2%
Value ($000) $3,271 Shares 47,068 Est. Cost $57.52 Unrealized +9.8%
SDY SPDR SP Dividend ETF 1.1%
Value ($000) $3,015 Shares 33,061 Est. Cost $94.37 Unrealized
IWS iShares Russell MidCap Value 1.1%
Value ($000) $2,783 Shares 36,367 Est. Cost $76.65 Unrealized
BND Vanguard Total Bd Market ETF 1.0%
Value ($000) $2,745 Shares 31,067 Est. Cost $86.27 Unrealized
VIG Vanguard Dividend Appreciation Index Fd 1.0%
Value ($000) $2,621 Shares 22,369 Est. Cost $109.02 Unrealized
Golub Capital BDC Inc 1.0%
Value ($000) $2,534 Shares 217,468 Est. Cost $16.61 Unrealized
CCI Crown Castle Intl Corp 0.9%
Value ($000) $2,338 Shares 13,972 Est. Cost $75.77 Unrealized +65.0%
HON Honeywell Intl Inc 0.8%
Value ($000) $2,228 Shares 15,410 Est. Cost $138.59 Unrealized -14.9%
VOO Vanguard SP 500 ETF 0.8%
Value ($000) $2,168 Shares 7,649 Est. Cost $278.86 Unrealized
Endava PLC 0.8%
Value ($000) $2,135 Shares 44,196 Est. Cost $48.31 Unrealized
IWV iShares Russell 3000 ETF 0.8%
Value ($000) $2,131 Shares 11,833 Est. Cost $19662.60 Unrealized
IWM iShares Russell 2000 ETF 0.8%
Value ($000) $2,127 Shares 14,853 Est. Cost $123.42 Unrealized
MSFT Microsoft 0.8%
Value ($000) $2,119 Shares 10,411 Est. Cost $87.92 Unrealized +96.8%
IEF iShares 7 10 Year Treasury Bon 0.8%
Value ($000) $2,009 Shares 16,481 Est. Cost $121.46 Unrealized
IWN iShares Russell 2000 Value ETF 0.8%
Value ($000) $1,987 Shares 20,383 Est. Cost $120.48 Unrealized
IWO iShares Russell 2000 Growth ET 0.6%
Value ($000) $1,705 Shares 8,243 Est. Cost $185.03 Unrealized
VEA Vanguard FTSE Developed Mrkt 0.6%
Value ($000) $1,545 Shares 39,820 Est. Cost $41.71 Unrealized
SCHX Schwab US LargeCap ETF 0.5%
Value ($000) $1,412 Shares 19,051 Est. Cost $76.81 Unrealized
VT Vanguard Total World Stock Index Fd 0.5%
Value ($000) $1,290 Shares 17,251 Est. Cost $4023.53 Unrealized
VO Vanguard MidCap ETF 0.5%
Value ($000) $1,239 Shares 7,561 Est. Cost $140.78 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.4%
Value ($000) $1,118 Shares 7,142 Est. Cost $2371.64 Unrealized
VCSH Vanguard Scottsdale Fd ST Crp Bd Idx 0.4%
Value ($000) $968 Shares 11,716 Est. Cost $79.37 Unrealized
VBK Vanguard SmallCap Grwth Vipers 0.3%
Value ($000) $874 Shares 4,379 Est. Cost $152.04 Unrealized
VOE Vanguard MC Value Index Fd ETF 0.3%
Value ($000) $829 Shares 8,662 Est. Cost $110.52 Unrealized
VB Vanguard SmallCap ETF 0.3%
Value ($000) $759 Shares 5,205 Est. Cost $126.53 Unrealized
VOT Vanguard MidCap Growth Index 0.3%
Value ($000) $684 Shares 4,141 Est. Cost $118.46 Unrealized
AMZN Amazon com Inc 0.2%
Value ($000) $623 Shares 226 Est. Cost $83.81 Unrealized +44.1%
MRK Merck Co New 0.2%
Value ($000) $554 Shares 7,158 Est. Cost $54.54 Unrealized +15.3%
IVV iShares Core SP 500 ETF 0.2%
Value ($000) $515 Shares 1,662 Est. Cost $262.46 Unrealized
META Facebook Inc Cl A 0.2%
Value ($000) $496 Shares 2,185 Est. Cost $185.74 Unrealized +11.6%
Alphabet Inc Cl A 0.2%
Value ($000) $455 Shares 321 Est. Cost $1220.04 Unrealized
EEM iShares MSCI Emerging Mkts 0.2%
Value ($000) $446 Shares 11,160 Est. Cost $39.29 Unrealized
JNJ Johnson Johnson Co 0.2%
Value ($000) $426 Shares 3,032 Est. Cost $106.15 Unrealized +17.0%
HD Home Depot Inc 0.2%
Value ($000) $424 Shares 1,693 Est. Cost $144.86 Unrealized +37.9%
3M Co 0.2%
Value ($000) $423 Shares 2,710 Est. Cost $207.87 Unrealized
IWP iShares Russell MidCap Growth 0.2%
Value ($000) $412 Shares 2,603 Est. Cost $122.27 Unrealized
CPRT Copart Inc 0.1%
Value ($000) $388 Shares 4,661 Est. Cost $19.38 Unrealized +3.6%
VWO Vanguard FTSE Emg Mkts 0.1%
Value ($000) $382 Shares 9,631 Est. Cost $5025.69 Unrealized
Twitter Inc 0.1%
Value ($000) $381 Shares 12,805 Est. Cost $35.23 Unrealized
JPMorgan Chase Co 0.1%
Value ($000) $363 Shares 3,863 Est. Cost $4117.84 Unrealized
SCHM Schwab U S MidCap ETF 0.1%
Value ($000) $361 Shares 6,863 Est. Cost $741.40 Unrealized
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $344 Shares 1,928 Est. Cost $205.49 Unrealized -11.1%
Alerian MLP ETF 0.1%
Value ($000) $320 Shares 12,986 Est. Cost $24.64 Unrealized
IVW iShares SP 500 Growth ETF 0.1%
Value ($000) $318 Shares 1,534 Est. Cost $1110.84 Unrealized
Vertiv Holdings LLC 0.1%
Value ($000) $313 Shares 23,049 Est. Cost $9.28 Unrealized
Netflix Com Inc 0.1%
Value ($000) $305 Shares 670 Est. Cost $270.70 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $303 Shares 269 Est. Cost $1112.35 Unrealized -5.3%
V Visa Inc Class A Shs 0.1%
Value ($000) $297 Shares 1,537 Est. Cost $150.66 Unrealized +16.5%
DIS Walt Disney 0.1%
Value ($000) $280 Shares 2,508 Est. Cost $112.85 Unrealized -4.4%
ABT Abbott Laboratories 0.1%
Value ($000) $271 Shares 2,962 Est. Cost $42.61 Unrealized +92.3%
VGSH Vanguard ShortTerm Treasury E 0.1%
Value ($000) $266 Shares 4,277 Est. Cost $62.19 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $258 Shares 3,511 Est. Cost $56.87 Unrealized +16.6%
MDY SPDR SP MidCap 400 ETF Trust 0.1%
Value ($000) $255 Shares 785 Est. Cost $360.86 Unrealized
Salesforce com Inc 0.1%
Value ($000) $254 Shares 1,358 Est. Cost $149.86 Unrealized
Alphabet Inc Cl C 0.1%
Value ($000) $253 Shares 179 Est. Cost $1147.77 Unrealized
QUAL IShares Edge MSCI USA Quality 0.1%
Value ($000) $253 Shares 2,633 Est. Cost $95.97 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $244 Shares 1,227 Est. Cost $116.99 Unrealized +55.7%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $241 Shares 1,384 Est. Cost $107.32 Unrealized +28.5%
Goldman Sachs Group Inc 0.1%
Value ($000) $237 Shares 1,201 Est. Cost $154.43 Unrealized
VEU Vanguard FTSE AllWorld ExUS 0.1%
Value ($000) $235 Shares 4,939 Est. Cost $52.72 Unrealized
Exxon Mobil 0.1%
Value ($000) $229 Shares 5,130 Est. Cost $1549.73 Unrealized
Verizon Communications 0.1%
Value ($000) $229 Shares 4,155 Est. Cost $56.31 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $222 Shares 3,421 Est. Cost $53.75 Unrealized -2.1%
GrubHub Inc 0.1%
Value ($000) $221 Shares 3,149 Est. Cost $53.25 Unrealized
ADTRAN Inc 0.1%
Value ($000) $215 Shares 19,652 Est. Cost $12.70 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $214 Shares 2,783 Est. Cost $53.33 Unrealized +15.2%
WMT Walmart Inc 0.1%
Value ($000) $206 Shares 1,716 Est. Cost $36.67 Unrealized +3.8%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $202 Shares 880 Est. Cost $35.68 Unrealized -1.3%
QCOM Qualcomm Inc 0.1%
Value ($000) $197 Shares 2,158 Est. Cost $59.39 Unrealized +19.5%
Moderna Inc 0.1%
Value ($000) $193 Shares 3,000 Est. Cost $47.17 Unrealized
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $187 Shares 3,271 Est. Cost $64.34 Unrealized
BA Boeing CoThe 0.1%
Value ($000) $186 Shares 1,015 Est. Cost $170.93 Unrealized -10.1%
CLVT Clarivate Analytics PLC 0.1%
Value ($000) $180 Shares 8,048 Est. Cost $17.41 Unrealized +29.8%
ADBE Adobe Inc 0.1%
Value ($000) $177 Shares 406 Est. Cost $305.38 Unrealized +21.3%
Sirius XM Holdings Inc 0.1%
Value ($000) $174 Shares 29,560 Est. Cost $6.69 Unrealized
VBR Vanguard Small Cap Vipers 0.1%
Value ($000) $166 Shares 1,554 Est. Cost $131.27 Unrealized
MA Mastercard Inc 0.1%
Value ($000) $166 Shares 561 Est. Cost $232.19 Unrealized +17.7%
MLM Martin Marietta Materials 0.1%
Value ($000) $165 Shares 801 Est. Cost $236.38 Unrealized -21.7%
Z Zillow Grp Inc Cl C 0.1%
Value ($000) $161 Shares 2,795 Est. Cost $41.24 Unrealized +20.4%
PFE Pfizer Inc 0.1%
Value ($000) $158 Shares 4,824 Est. Cost $26.68 Unrealized -2.6%
EA Electronic Arts 0.1%
Value ($000) $153 Shares 1,161 Est. Cost $110.22 Unrealized +4.2%
VMware Inc 0.1%
Value ($000) $150 Shares 971 Est. Cost $150.52 Unrealized
LBRDK Liberty Broadband Ser C 0.1%
Value ($000) $148 Shares 1,197 Est. Cost $97.93 Unrealized +20.0%
EFG iShares MSCI EAFE Growth ETF 0.1%
Value ($000) $147 Shares 1,772 Est. Cost $82.64 Unrealized
Costco Wholesale Corp 0.1%
Value ($000) $147 Shares 486 Est. Cost $18030.70 Unrealized
DBEF Xtrackers MSCI EAFE Hedged Equity 0.1%
Value ($000) $143 Shares 4,748 Est. Cost $30.12 Unrealized
Nomad Foods Ltd 0.1%
Value ($000) $143 Shares 6,662 Est. Cost $20.48 Unrealized
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $141 Shares 3,622 Est. Cost $31.87 Unrealized +2.8%
T ATT Inc 0.1%
Value ($000) $138 Shares 4,553 Est. Cost $17.46 Unrealized -11.3%
DHR Danaher Corp 0.1%
Value ($000) $137 Shares 772 Est. Cost $110.66 Unrealized +26.5%
Cisco Systems Inc 0.1%
Value ($000) $135 Shares 2,897 Est. Cost $44.70 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $130 Shares 703 Est. Cost $174.09 Unrealized -7.5%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $129 Shares 1,863 Est. Cost $69.87 Unrealized +1.7%
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $128 Shares 2,181 Est. Cost $42.64 Unrealized +12.4%
Marvell Technology Group 0.0%
Value ($000) $125 Shares 3,564 Est. Cost $25.34 Unrealized
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $125 Shares 915 Est. Cost $1205.28 Unrealized
Uber Technologies Inc 0.0%
Value ($000) $123 Shares 3,944 Est. Cost $28.08 Unrealized
TTWO Take Two Interactive Software Inc 0.0%
Value ($000) $119 Shares 853 Est. Cost $124.67 Unrealized +4.9%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $119 Shares 5,148 Est. Cost $24.96 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $119 Shares 1,519 Est. Cost $78.34 Unrealized
ERIC Ericsson LM Tel Co ADR 0.0%
Value ($000) $114 Shares 12,261 Est. Cost $7.95 Unrealized
Liberty SiriusXM Group 0.0%
Value ($000) $111 Shares 3,220 Est. Cost $35.30 Unrealized
SPDR SSGA Gender Divrsty Indx ETF 0.0%
Value ($000) $107 Shares 1,500 Est. Cost $73.33 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $107 Shares 275 Est. Cost $345.76 Unrealized +0.2%
CME CME Group Inc 0.0%
Value ($000) $106 Shares 654 Est. Cost $160.54 Unrealized -10.1%
Kala Pharmaceuticals Inc 0.0%
Value ($000) $105 Shares 10,000 Est. Cost $8.80 Unrealized
UnitedHealth Group Inc 0.0%
Value ($000) $101 Shares 341 Est. Cost $268.53 Unrealized
Biogen Inc 0.0%
Value ($000) $100 Shares 374 Est. Cost $311.92 Unrealized
BIO Bio Rad Laboratories Inc 0.0%
Value ($000) $98 Shares 217 Est. Cost $367.68 Unrealized +20.0%
PG Procter Gamble Co 0.0%
Value ($000) $98 Shares 822 Est. Cost $97.11 Unrealized +4.5%
Target Inc 0.0%
Value ($000) $98 Shares 821 Est. Cost $97.83 Unrealized
KHC Kraft Heinz Co Com Stk 0.0%
Value ($000) $97 Shares 3,046 Est. Cost $20.92 Unrealized +10.3%
PZZA Papa Johns Intl Inc 0.0%
Value ($000) $97 Shares 1,216 Est. Cost $40.17 Unrealized +59.6%
SvcNow Inc 0.0%
Value ($000) $96 Shares 238 Est. Cost $6051.84 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $93 Shares 950 Est. Cost $102.52 Unrealized -1.8%
CVX ChevronTexaco Corp 0.0%
Value ($000) $93 Shares 1,041 Est. Cost $83.62 Unrealized -16.5%
Ishares Core Msci Emerging Mkts 0.0%
Value ($000) $93 Shares 1,946 Est. Cost $9238.86 Unrealized
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $92 Shares 2,905 Est. Cost $39.39 Unrealized
ITRI Itron Inc 0.0%
Value ($000) $91 Shares 1,376 Est. Cost $67.26 Unrealized -5.3%
C H Robinson Worldwide Inc 0.0%
Value ($000) $91 Shares 1,146 Est. Cost $66.56 Unrealized
Unilever NV NY 0.0%
Value ($000) $91 Shares 1,700 Est. Cost $48.91 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $89 Shares 1,108 Est. Cost $92.35 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $88 Shares 1,012 Est. Cost $86.68 Unrealized -11.3%
INTC Intel Corp 0.0%
Value ($000) $88 Shares 1,476 Est. Cost $49.86 Unrealized +6.7%
TJX TJX Cos Inc New 0.0%
Value ($000) $87 Shares 1,716 Est. Cost $49.39 Unrealized -5.6%
FLO Flowers Foods Inc 0.0%
Value ($000) $86 Shares 3,844 Est. Cost $17.07 Unrealized +4.2%
ASML ASML Hldg NV 0.0%
Value ($000) $86 Shares 235 Est. Cost $264.55 Unrealized
Moelis Co Cl A 0.0%
Value ($000) $85 Shares 2,742 Est. Cost $30.35 Unrealized
Broadcom Inc 0.0%
Value ($000) $83 Shares 263 Est. Cost $270.08 Unrealized
DOX Amdocs Ltd 0.0%
Value ($000) $83 Shares 1,366 Est. Cost $59.14 Unrealized -7.3%
TransUnion 0.0%
Value ($000) $83 Shares 950 Est. Cost $80.82 Unrealized
AXP American Express Co 0.0%
Value ($000) $82 Shares 857 Est. Cost $83.26 Unrealized +2.8%
IJR iShares Core SP SmallCap ETF 0.0%
Value ($000) $82 Shares 1,203 Est. Cost $1950.44 Unrealized
CHD Church Dwight Inc 0.0%
Value ($000) $81 Shares 1,050 Est. Cost $68.39 Unrealized -0.4%
KR Kroger Co 0.0%
Value ($000) $80 Shares 2,364 Est. Cost $25.60 Unrealized +12.4%
VHT Vanguard World Funds Health Care Vipers 0.0%
Value ($000) $80 Shares 414 Est. Cost $193.24 Unrealized
VMC Vulcan Materials Co 0.0%
Value ($000) $78 Shares 670 Est. Cost $133.41 Unrealized -21.7%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $78 Shares 214 Est. Cost $298.40 Unrealized +10.7%
BlackRock Inc 0.0%
Value ($000) $78 Shares 142 Est. Cost $33516.09 Unrealized
Zynga Inc 0.0%
Value ($000) $77 Shares 8,049 Est. Cost $6.83 Unrealized
PGR Progressive Corp OH 0.0%
Value ($000) $77 Shares 956 Est. Cost $62.38 Unrealized +6.4%
SJM Smucker J M Co 0.0%
Value ($000) $75 Shares 708 Est. Cost $88.12 Unrealized +6.0%
WFC Wells Fargo Co New 0.0%
Value ($000) $75 Shares 2,938 Est. Cost $41.78 Unrealized -42.6%
ABBV AbbVie Inc 0.0%
Value ($000) $70 Shares 714 Est. Cost $56.88 Unrealized +24.0%
CCK Crown Holdings Inc 0.0%
Value ($000) $70 Shares 1,071 Est. Cost $61.68 Unrealized -3.1%
CALY Callaway Golf Co 0.0%
Value ($000) $69 Shares 3,933 Est. Cost $17.93 Unrealized -22.6%
MSI Motorola Solutions Inc 0.0%
Value ($000) $68 Shares 485 Est. Cost $157.65 Unrealized -16.5%
CVLT Commvault Systems Inc 0.0%
Value ($000) $68 Shares 1,766 Est. Cost $43.17 Unrealized -8.1%
INOD Innodata Inc 0.0%
Value ($000) $68 Shares 50,273 Est. Cost $1.80 Unrealized -36.2%
INTU Intuit Inc 0.0%
Value ($000) $67 Shares 226 Est. Cost $261.52 Unrealized +1.3%
MDT Medtronic PLC 0.0%
Value ($000) $67 Shares 728 Est. Cost $86.34 Unrealized -5.3%
LogMeIn Inc 0.0%
Value ($000) $66 Shares 779 Est. Cost $83.05 Unrealized
HRL Hormel Foods 0.0%
Value ($000) $66 Shares 1,371 Est. Cost $38.59 Unrealized +5.8%
Activision Blizzard Inc 0.0%
Value ($000) $64 Shares 837 Est. Cost $60.90 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $63 Shares 230 Est. Cost $202.89 Unrealized +19.5%
IVE iShares SP 500 Value ETF 0.0%
Value ($000) $62 Shares 577 Est. Cost $6654.09 Unrealized
NEU NewMarket Corp 0.0%
Value ($000) $61 Shares 152 Est. Cost $372.19 Unrealized -1.7%
GEN NortonLifeLock Inc 0.0%
Value ($000) $60 Shares 3,013 Est. Cost $15.63 Unrealized +15.4%
MANU Manchester United PLC Cl A 0.0%
Value ($000) $60 Shares 3,775 Est. Cost $17.59 Unrealized -9.0%
SCHD Schwab US Dvd Equity 0.0%
Value ($000) $59 Shares 1,141 Est. Cost $44.61 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $59 Shares 426 Est. Cost $125.24 Unrealized +7.5%
RSP Invesco SP 500 Equal Weight 0.0%
Value ($000) $59 Shares 576 Est. Cost $5704.70 Unrealized
CDW CorpDE 0.0%
Value ($000) $58 Shares 495 Est. Cost $121.78 Unrealized
EXPD Expeditors Intl Of Washington Inc 0.0%
Value ($000) $58 Shares 762 Est. Cost $66.61 Unrealized +2.5%
FAST Fastenal Co 0.0%
Value ($000) $57 Shares 1,330 Est. Cost $14.34 Unrealized +15.7%
WERN Werner Enterprises 0.0%
Value ($000) $57 Shares 1,319 Est. Cost $37.08 Unrealized +11.1%
Cerner Corp 0.0%
Value ($000) $57 Shares 831 Est. Cost $64.93 Unrealized
INCY Incyte Pharmaceuticals Inc 0.0%
Value ($000) $56 Shares 537 Est. Cost $76.47 Unrealized +26.1%
CI Cigna Corp 0.0%
Value ($000) $55 Shares 293 Est. Cost $153.96 Unrealized +12.7%
ACN Accenture PLC 0.0%
Value ($000) $55 Shares 256 Est. Cost $174.02 Unrealized +0.3%
KLAC KLA Corp 0.0%
Value ($000) $53 Shares 274 Est. Cost $155.73 Unrealized +2.9%
Oracle Corp 0.0%
Value ($000) $53 Shares 957 Est. Cost $54.48 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $52 Shares 299 Est. Cost $147.67 Unrealized -5.7%
VOOG Vanguard S P Growth 0.0%
Value ($000) $51 Shares 271 Est. Cost $147.60 Unrealized
CHTR Charter Communications A 0.0%
Value ($000) $50 Shares 98 Est. Cost $432.71 Unrealized +17.2%
CPB Campbell Soup Co 0.0%
Value ($000) $49 Shares 990 Est. Cost $37.15 Unrealized +11.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $49 Shares 158 Est. Cost $317.67 Unrealized -6.0%
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $49 Shares 435 Est. Cost $89.66 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $48 Shares 187 Est. Cost $170.77 Unrealized +23.3%
LIND Capital Acquisition Corp II 0.0%
Value ($000) $47 Shares 6,061 Est. Cost $13.80 Unrealized -50.0%
Constellation Brands Inc A 0.0%
Value ($000) $47 Shares 266 Est. Cost $206.10 Unrealized
Invesco QQQ Trust Series 1 0.0%
Value ($000) $46 Shares 184 Est. Cost $160655.12 Unrealized
LLY Eli Lilly Co 0.0%
Value ($000) $46 Shares 282 Est. Cost $107.60 Unrealized +33.7%
LUV Southwest Airlines Co 0.0%
Value ($000) $46 Shares 1,345 Est. Cost $29.57 Unrealized 0.0%
ALL Allstate CorpThe 0.0%
Value ($000) $46 Shares 479 Est. Cost $93.87 Unrealized -8.8%
LEN Lennar Corp Class A 0.0%
Value ($000) $46 Shares 750 Est. Cost $46.17 Unrealized +2.4%
SPDR Doubleline Ttl Ret Tactical 0.0%
Value ($000) $45 Shares 899 Est. Cost $48.94 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $45 Shares 250 Est. Cost $194.19 Unrealized -10.6%
UNP Union Pacific Corp 0.0%
Value ($000) $45 Shares 268 Est. Cost $145.12 Unrealized -2.5%
AON Aon PLC 0.0%
Value ($000) $44 Shares 230 Est. Cost $178.56 Unrealized 0.0%
EL Estee Lauder Cos IncThe 0.0%
Value ($000) $44 Shares 231 Est. Cost $172.96 Unrealized -4.3%
SCZ iShares MSCI EAFE Small Cap ET 0.0%
Value ($000) $44 Shares 827 Est. Cost $53.20 Unrealized
LEA Lear Corp 0.0%
Value ($000) $44 Shares 400 Est. Cost $107.46 Unrealized -17.3%
NTR Nutrien Ltd 0.0%
Value ($000) $43 Shares 1,348 Est. Cost $41.41 Unrealized -30.1%
SHAK Shake Shack Inc 0.0%
Value ($000) $43 Shares 819 Est. Cost $50.57 Unrealized 0.0%
CGBD TCG BDC Inc 0.0%
Value ($000) $43 Shares 5,057 Est. Cost $6.37 Unrealized -38.9%
Util Slct Sector SPDR Fund 0.0%
Value ($000) $42 Shares 750 Est. Cost $65.04 Unrealized
DEO Diageo PLC ADR New 0.0%
Value ($000) $42 Shares 313 Est. Cost $160.63 Unrealized
Chubb Ltd 0.0%
Value ($000) $41 Shares 325 Est. Cost $128.11 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $41 Shares 173 Est. Cost $182.68 Unrealized +4.9%
Twilio Inc 0.0%
Value ($000) $41 Shares 189 Est. Cost $144.73 Unrealized
Fidelity National Information Svcs 0.0%
Value ($000) $40 Shares 300 Est. Cost $124.75 Unrealized
Pimco Active Bond ExcTraded Fd 0.0%
Value ($000) $40 Shares 362 Est. Cost $107.73 Unrealized
Citrix Systems Inc 0.0%
Value ($000) $39 Shares 266 Est. Cost $141.25 Unrealized
XBI SPDR SP Biotech ETF 0.0%
Value ($000) $39 Shares 351 Est. Cost $82.59 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $39 Shares 300 Est. Cost $143.57 Unrealized -20.3%
WH Wyndham Hotels Resorts Inc 0.0%
Value ($000) $38 Shares 883 Est. Cost $40.78 Unrealized 0.0%
Liberty Media CorpLiberty Formula One 0.0%
Value ($000) $38 Shares 1,297 Est. Cost $39.32 Unrealized
FMC FMC Corp 0.0%
Value ($000) $37 Shares 375 Est. Cost $77.70 Unrealized +0.2%
Truist Financial Corp 0.0%
Value ($000) $37 Shares 972 Est. Cost $56.13 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $37 Shares 500 Est. Cost $83.18 Unrealized -30.2%
Global Pmts Inc 0.0%
Value ($000) $37 Shares 215 Est. Cost $182.20 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $37 Shares 60 Est. Cost $334.59 Unrealized +68.7%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $36 Shares 252 Est. Cost $154.78 Unrealized -12.4%
DRI Darden Restaurants Inc 0.0%
Value ($000) $36 Shares 469 Est. Cost $60.40 Unrealized 0.0%
Raytheon Technologies Corp 0.0%
Value ($000) $36 Shares 582 Est. Cost $61.86 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $36 Shares 339 Est. Cost $42.37 Unrealized -4.8%
MNST Monster Beverage Corp 0.0%
Value ($000) $36 Shares 520 Est. Cost $29.37 Unrealized +11.1%
FSK FS KKR Capital Corp 0.0%
Value ($000) $36 Shares 2,595 Est. Cost $6.35 Unrealized 0.0%
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $35 Shares 119 Est. Cost $205.26 Unrealized +32.1%
APD Air Products Chemicals Inc 0.0%
Value ($000) $35 Shares 144 Est. Cost $194.21 Unrealized +2.3%
Alibaba Group Holding Ltd 0.0%
Value ($000) $35 Shares 160 Est. Cost $33880.76 Unrealized
SEB Seaboard Corp 0.0%
Value ($000) $35 Shares 12 Est. Cost $3561.07 Unrealized -16.3%
DAL Delta Air Lines Inc 0.0%
Value ($000) $35 Shares 1,250 Est. Cost $24.75 Unrealized 0.0%
Liberty Braves Group 0.0%
Value ($000) $35 Shares 1,795 Est. Cost $27.78 Unrealized
ZD j2 Global Inc 0.0%
Value ($000) $35 Shares 560 Est. Cost $78.81 Unrealized -17.1%
ADSK Autodesk Inc 0.0%
Value ($000) $34 Shares 143 Est. Cost $148.51 Unrealized +32.4%
ALB Albemarle Corp 0.0%
Value ($000) $34 Shares 439 Est. Cost $61.62 Unrealized +2.9%
BSV Vanguard Short Term Bond ETF 0.0%
Value ($000) $34 Shares 410 Est. Cost $1629.33 Unrealized
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $34 Shares 314 Est. Cost $113.04 Unrealized -6.3%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $33 Shares 447 Est. Cost $73.30 Unrealized 0.0%
ILMN Illumina Inc 0.0%
Value ($000) $33 Shares 88 Est. Cost $291.84 Unrealized +10.3%
BIP Brookfield Infrastructure Partners LP 0.0%
Value ($000) $33 Shares 799 Est. Cost $38.73 Unrealized
MAR Marriott Intl Inc New 0.0%
Value ($000) $32 Shares 374 Est. Cost $126.83 Unrealized -34.0%
CLX Clorox Co 0.0%
Value ($000) $32 Shares 146 Est. Cost $137.80 Unrealized +22.4%
NKE Nike Inc Cl B 0.0%
Value ($000) $32 Shares 328 Est. Cost $84.87 Unrealized +0.7%
WM Waste Management Inc 0.0%
Value ($000) $32 Shares 298 Est. Cost $98.14 Unrealized -6.1%
EMR Emerson Elec Co 0.0%
Value ($000) $31 Shares 500 Est. Cost $56.17 Unrealized -10.5%
LULU Lululemon Athletica Inc WI 0.0%
Value ($000) $31 Shares 100 Est. Cost $213.14 Unrealized +20.0%
MCY Mercury General Corp 0.0%
Value ($000) $30 Shares 745 Est. Cost $45.63 Unrealized -12.0%
CASY Caseys General Stores Inc 0.0%
Value ($000) $30 Shares 200 Est. Cost $145.31 Unrealized 0.0%
KKR KKR Co Inc 0.0%
Value ($000) $30 Shares 969 Est. Cost $24.68 Unrealized +3.2%
Intuitive Surgical Inc 0.0%
Value ($000) $30 Shares 52 Est. Cost $533.28 Unrealized
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $30 Shares 235 Est. Cost $95708.43 Unrealized
CTSH Cognizant Tech Solutions Cl A 0.0%
Value ($000) $29 Shares 509 Est. Cost $56.34 Unrealized -12.5%
H Hyatt Hotels Corp 0.0%
Value ($000) $29 Shares 579 Est. Cost $52.60 Unrealized 0.0%
ADI Analog Devices Inc 0.0%
Value ($000) $29 Shares 238 Est. Cost $100.85 Unrealized -1.5%
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $29 Shares 565 Est. Cost $44.93 Unrealized -0.8%
IYW iShares USTechnology ETF 0.0%
Value ($000) $29 Shares 107 Est. Cost $204.48 Unrealized
Mylan NV Ordinary 0.0%
Value ($000) $28 Shares 1,711 Est. Cost $15.11 Unrealized
iShares Core Total Intl Stock 0.0%
Value ($000) $28 Shares 507 Est. Cost $55.15 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $28 Shares 232 Est. Cost $122.94 Unrealized -10.5%
CAG ConAgra Brands Inc 0.0%
Value ($000) $28 Shares 803 Est. Cost $25.70 Unrealized +2.0%
ZION Zions Bancorporation 0.0%
Value ($000) $28 Shares 834 Est. Cost $31.66 Unrealized 0.0%
Coupa Software Inc 0.0%
Value ($000) $28 Shares 100 Est. Cost $171.60 Unrealized
Seaworld Entmt Inc 0.0%
Value ($000) $28 Shares 1,862 Est. Cost $20.95 Unrealized
VGT Vanguard Information Technology Index Fd 0.0%
Value ($000) $28 Shares 99 Est. Cost $237.98 Unrealized
SWK Stanley Black Decker Inc 0.0%
Value ($000) $28 Shares 200 Est. Cost $116.50 Unrealized -13.2%
FedEx Corp 0.0%
Value ($000) $27 Shares 192 Est. Cost $8692.70 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $27 Shares 1,776 Est. Cost $13.90 Unrealized -22.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $27 Shares 152 Est. Cost $153.50 Unrealized -1.6%
DOV Dover Corp 0.0%
Value ($000) $27 Shares 284 Est. Cost $98.38 Unrealized -13.0%
Legg Mason Inc 0.0%
Value ($000) $26 Shares 513 Est. Cost $46.29 Unrealized
NVDA NVIDIA Corp 0.0%
Value ($000) $24 Shares 64 Est. Cost $6.78 Unrealized +18.8%
AGG iShares Core Total US Aggregate 0.0%
Value ($000) $24 Shares 199 Est. Cost $13453.27 Unrealized
IFF Intl Flavors Fragrances Inc 0.0%
Value ($000) $24 Shares 200 Est. Cost $107.48 Unrealized +0.9%
Paycom Software Inc 0.0%
Value ($000) $23 Shares 74 Est. Cost $310.81 Unrealized
Royal Caribbean Cruises Ltd 0.0%
Value ($000) $23 Shares 459 Est. Cost $31.48 Unrealized
General Elec Co 0.0%
Value ($000) $23 Shares 3,321 Est. Cost $222.90 Unrealized
TMUS TMobile USA Inc 0.0%
Value ($000) $23 Shares 218 Est. Cost $79.98 Unrealized +15.8%
FI Enhanced Large Cap Growth 0.0%
Value ($000) $22 Shares 62 Est. Cost $190.05 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $22 Shares 166 Est. Cost $99.89 Unrealized +10.9%
LBRDA Liberty Broadband Ser A 0.0%
Value ($000) $22 Shares 182 Est. Cost $97.05 Unrealized +18.8%
TECH Bio Techne Corp 0.0%
Value ($000) $21 Shares 80 Est. Cost $48.78 Unrealized +19.9%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $21 Shares 795 Est. Cost $21.57 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $20 Shares 407 Est. Cost $36.17 Unrealized -2.6%
Skyworks Solutions Inc 0.0%
Value ($000) $20 Shares 155 Est. Cost $122.58 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $19 Shares 566 Est. Cost $41.18 Unrealized -19.4%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $18 Shares 489 Est. Cost $51.16 Unrealized -46.9%
Gen Motors Co 0.0%
Value ($000) $18 Shares 700 Est. Cost $36.74 Unrealized
TLT iShares 20 Year Treasury Bond 0.0%
Value ($000) $18 Shares 108 Est. Cost $134.67 Unrealized
XLV Health Care Slct Sector SPDR Fd 0.0%
Value ($000) $18 Shares 181 Est. Cost $102.22 Unrealized
AAXJ iShares MSCI All Country Asia 0.0%
Value ($000) $17 Shares 250 Est. Cost $64.00 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $17 Shares 728 Est. Cost $23.25 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $17 Shares 110 Est. Cost $155.87 Unrealized -20.2%
LOPE Grand Canyon Edu Inc 0.0%
Value ($000) $16 Shares 177 Est. Cost $82.90 Unrealized +7.3%
Pioneer Natural Resources Co 0.0%
Value ($000) $16 Shares 168 Est. Cost $129.73 Unrealized
IBM Intl Business Machines Corp 0.0%
Value ($000) $16 Shares 134 Est. Cost $101.97 Unrealized -10.4%
NEM Newmont Goldcorp Corp 0.0%
Value ($000) $16 Shares 257 Est. Cost $46.13 Unrealized +8.1%
First Citizens Bancshares Cl A 0.0%
Value ($000) $15 Shares 38 Est. Cost $394.74 Unrealized
SCHA Schwab US SmallCap ETF 0.0%
Value ($000) $15 Shares 235 Est. Cost $627.28 Unrealized
MSM MSC Indl Direct Inc Cl A 0.0%
Value ($000) $15 Shares 202 Est. Cost $64.45 Unrealized 0.0%
MORN Morningstar Inc 0.0%
Value ($000) $14 Shares 99 Est. Cost $141.17 Unrealized 0.0%
PCAR Paccar Inc 0.0%
Value ($000) $14 Shares 188 Est. Cost $38.15 Unrealized 0.0%
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $14 Shares 600 Est. Cost $12.12 Unrealized +24.9%
DG Dollar General Corp 0.0%
Value ($000) $14 Shares 76 Est. Cost $167.17 Unrealized 0.0%
ESLT Elbit Systems Ltd 0.0%
Value ($000) $14 Shares 100 Est. Cost $147.64 Unrealized -13.5%
TR Tootsie Roll Industries Inc 0.0%
Value ($000) $14 Shares 407 Est. Cost $30.56 Unrealized 0.0%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 210 Est. Cost $63.93 Unrealized
Datadog Inc 0.0%
Value ($000) $13 Shares 145 Est. Cost $34.48 Unrealized
Cedar Fair LP Dep Units 0.0%
Value ($000) $12 Shares 446 Est. Cost $57.92 Unrealized
RGLD Royal Gold Inc 0.0%
Value ($000) $11 Shares 85 Est. Cost $103.25 Unrealized +17.0%
Alteryx Inc 0.0%
Value ($000) $11 Shares 68 Est. Cost $88.24 Unrealized
SPGI SP Global Inc 0.0%
Value ($000) $11 Shares 33 Est. Cost $259.45 Unrealized +10.6%
CNA CNA Financial Corp 0.0%
Value ($000) $11 Shares 355 Est. Cost $20.88 Unrealized 0.0%
XLP Consumer Staples Slct Sector SPDR Fd 0.0%
Value ($000) $11 Shares 188 Est. Cost $54.09 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $10 Shares 233 Est. Cost $64.81 Unrealized -50.2%
BSX Boston Scientific Corp 0.0%
Value ($000) $10 Shares 281 Est. Cost $39.32 Unrealized -8.4%
Seacor Marine Holdings 0.0%
Value ($000) $10 Shares 3,800 Est. Cost $12.63 Unrealized
THG Hanover Insurance Group Inc 0.0%
Value ($000) $10 Shares 99 Est. Cost $85.74 Unrealized 0.0%
Essential Utilities Inc 0.0%
Value ($000) $10 Shares 248 Est. Cost $40.32 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $9 Shares 141 Est. Cost $43.27 Unrealized +15.3%
Premier Inc 0.0%
Value ($000) $9 Shares 262 Est. Cost $34.35 Unrealized
ODFL Old Dominion Freight Line 0.0%
Value ($000) $8 Shares 45 Est. Cost $63.35 Unrealized +16.8%
PM Philip Morris Intl 0.0%
Value ($000) $8 Shares 115 Est. Cost $59.34 Unrealized -7.7%
AD US Cellular Corp 0.0%
Value ($000) $8 Shares 261 Est. Cost $18.77 Unrealized -4.9%
VEEV Veeva Syss Inc 0.0%
Value ($000) $8 Shares 34 Est. Cost $146.59 Unrealized +35.3%
TXN Texas Instruments Inc 0.0%
Value ($000) $8 Shares 65 Est. Cost $91.48 Unrealized +8.8%
Arconic Corp 0.0%
Value ($000) $8 Shares 588 Est. Cost $13.61 Unrealized
UPS United Parcel Srvc 0.0%
Value ($000) $8 Shares 71 Est. Cost $87.83 Unrealized -9.2%
LOW Lowes Cos Inc 0.0%
Value ($000) $8 Shares 59 Est. Cost $89.66 Unrealized +15.2%
Linde PLC 0.0%
Value ($000) $8 Shares 39 Est. Cost $31613.94 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $8 Shares 47 Est. Cost $177.82 Unrealized -5.7%
Kansas City Southern Industries Inc 0.0%
Value ($000) $7 Shares 50 Est. Cost $140.00 Unrealized
KTOS Kratos Defense Security Solutions 0.0%
Value ($000) $7 Shares 431 Est. Cost $16.00 Unrealized 0.0%
Liberty Braves Group 0.0%
Value ($000) $7 Shares 373 Est. Cost $26.81 Unrealized
American Airlines Group Inc 0.0%
Value ($000) $7 Shares 555 Est. Cost $41.61 Unrealized
Everest Re Group Ltd 0.0%
Value ($000) $7 Shares 36 Est. Cost $194.44 Unrealized
AJG Gallagher Arthur J Co 0.0%
Value ($000) $7 Shares 73 Est. Cost $87.74 Unrealized -5.4%
Teladoc Health Inc 0.0%
Value ($000) $7 Shares 37 Est. Cost $181.88 Unrealized
UNM Unum Group 0.0%
Value ($000) $6 Shares 363 Est. Cost $15.78 Unrealized 0.0%
AMCX AMC Networks Inc Class A 0.0%
Value ($000) $6 Shares 272 Est. Cost $26.20 Unrealized 0.0%
HAIN Hain Celestial Group 0.0%
Value ($000) $6 Shares 192 Est. Cost $24.95 Unrealized +15.9%
SHW Sherwin Williams Co 0.0%
Value ($000) $6 Shares 10 Est. Cost $177.94 Unrealized -3.6%
RingCen Inc 0.0%
Value ($000) $6 Shares 20 Est. Cost $200.00 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $6 Shares 25 Est. Cost $46.30 Unrealized +12.3%
NEO NeoGenomics Inc 0.0%
Value ($000) $5 Shares 150 Est. Cost $23.81 Unrealized +16.4%
XLI Industrial Select Sector SPDR Fd 0.0%
Value ($000) $5 Shares 71 Est. Cost $56.34 Unrealized
iShares Core MSCI Europe ETF 0.0%
Value ($000) $5 Shares 117 Est. Cost $34.48 Unrealized
DOW Dow Inc 0.0%
Value ($000) $5 Shares 111 Est. Cost $32.55 Unrealized -17.5%
FTNT Fortinet Inc 0.0%
Value ($000) $5 Shares 40 Est. Cost $21.43 Unrealized +17.2%
TE Connectivity 0.0%
Value ($000) $5 Shares 62 Est. Cost $98.77 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $5 Shares 5 Est. Cost $21.69 Unrealized +149.4%
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $5 Shares 105 Est. Cost $47.62 Unrealized
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $5 Shares 43 Est. Cost $105.59 Unrealized -0.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $5 Shares 3 Est. Cost $1914.31 Unrealized -21.8%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $5 Shares 36 Est. Cost $144.45 Unrealized -12.1%
BAH Booz Allen Hamilton Holding Co 0.0%
Value ($000) $5 Shares 64 Est. Cost $66.02 Unrealized +2.9%
BXMT Blackstone Mtg Tst Inc 0.0%
Value ($000) $4 Shares 150 Est. Cost $33.33 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $4 Shares 648 Est. Cost $3.09 Unrealized
Brookfield Infst Corp 0.0%
Value ($000) $4 Shares 88 Est. Cost $45.45 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $4 Shares 83 Est. Cost $50.73 Unrealized -9.3%
COF Capital One Financial Corp 0.0%
Value ($000) $4 Shares 69 Est. Cost $79.47 Unrealized -28.7%
DVN Devon Energy Corp 0.0%
Value ($000) $4 Shares 360 Est. Cost $13.15 Unrealized -36.2%
Zoetis Inc 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
PacWest Bancorp 0.0%
Value ($000) $4 Shares 226 Est. Cost $17.70 Unrealized
KO Coca Cola Co 0.0%
Value ($000) $4 Shares 90 Est. Cost $40.24 Unrealized -3.8%
PLD Prologis Inc 0.0%
Value ($000) $4 Shares 41 Est. Cost $69.27 Unrealized +10.1%
ROK Rockwell Automation Inc 0.0%
Value ($000) $4 Shares 21 Est. Cost $167.26 Unrealized +5.0%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $4 Shares 78 Est. Cost $48.17 Unrealized +10.1%
XLE Energy Select Sector SPDR Fd 0.0%
Value ($000) $4 Shares 95 Est. Cost $35.58 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $4 Shares 98 Est. Cost $51.21 Unrealized -37.0%
EQIX Equinix Inc 0.0%
Value ($000) $4 Shares 6 Est. Cost $507.23 Unrealized +20.0%
Valero Energy Corp 0.0%
Value ($000) $4 Shares 60 Est. Cost $91.55 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $57.09 Unrealized
A Agilent Technologies 0.0%
Value ($000) $3 Shares 31 Est. Cost $72.74 Unrealized +8.4%
F Ford Mtr Co 0.0%
Value ($000) $3 Shares 416 Est. Cost $6.68 Unrealized -37.1%
WY Weyerhaeuser Co 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.39 Unrealized -26.6%
GHC Graham Holdings Co 0.0%
Value ($000) $3 Shares 10 Est. Cost $331.53 Unrealized 0.0%
GDDY GoDaddy Inc 0.0%
Value ($000) $3 Shares 38 Est. Cost $66.17 Unrealized +8.5%
COR AmerisourceBergen Corp 0.0%
Value ($000) $3 Shares 33 Est. Cost $71.41 Unrealized +11.4%
SBA Communications Corp 0.0%
Value ($000) $3 Shares 9 Est. Cost $222.22 Unrealized
DuPont De Nemours Inc 0.0%
Value ($000) $3 Shares 54 Est. Cost $68.18 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $3 Shares 26 Est. Cost $5416.70 Unrealized
CACI CACI International Inc Cl A 0.0%
Value ($000) $3 Shares 15 Est. Cost $248.52 Unrealized -3.8%
KMB Kimberly Clark Corp 0.0%
Value ($000) $3 Shares 23 Est. Cost $112.10 Unrealized +0.5%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $3 Shares 41 Est. Cost $49.62 Unrealized -17.8%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $3 Shares 59 Est. Cost $53.36 Unrealized -15.9%
CBRE Group Inc 0.0%
Value ($000) $3 Shares 60 Est. Cost $1465.55 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $3 Shares 276 Est. Cost $10.87 Unrealized
OReilly Automotive Inc 0.0%
Value ($000) $3 Shares 8 Est. Cost $281.25 Unrealized
OHI Omega Healthcare Investors 0.0%
Value ($000) $3 Shares 86 Est. Cost $23.26 Unrealized
CSX CSX Corp 0.0%
Value ($000) $3 Shares 36 Est. Cost $21.57 Unrealized -4.9%
CTAS Cintas Corp 0.0%
Value ($000) $3 Shares 12 Est. Cost $61.88 Unrealized -11.7%
CRMD Cormedix Inc 0.0%
Value ($000) $3 Shares 400 Est. Cost $9.02 Unrealized -48.7%
HP Inc 0.0%
Value ($000) $2 Shares 111 Est. Cost $20.71 Unrealized
RS Reliance Stl Alum Co 0.0%
Value ($000) $2 Shares 21 Est. Cost $106.68 Unrealized -14.5%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $2 Shares 24 Est. Cost $85.74 Unrealized -0.7%
DLB Dolby Laboratories Inc 0.0%
Value ($000) $2 Shares 37 Est. Cost $60.05 Unrealized -8.3%
GLW Corning Inc 0.0%
Value ($000) $2 Shares 78 Est. Cost $22.10 Unrealized -12.2%
SIGI Selective Insurance Group Inc 0.0%
Value ($000) $2 Shares 47 Est. Cost $46.27 Unrealized 0.0%
VOD Vodafone Group Plc ADR New 0.0%
Value ($000) $2 Shares 117 Est. Cost $19.49 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $142.41 Unrealized +7.0%
WST West Pharmaceutical Services Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $151.68 Unrealized +27.8%
VXUS Vanguard Total Intl Stock ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $1180.08 Unrealized
WMB Williams Companies Inc 0.0%
Value ($000) $2 Shares 110 Est. Cost $17.76 Unrealized -22.3%
United Therapeutics Corp 0.0%
Value ($000) $2 Shares 13 Est. Cost $76.92 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $165.04 Unrealized 0.0%
USO United States Oil Fd 0.0%
Value ($000) $2 Shares 82 Est. Cost $24.39 Unrealized
FAF First Amer Finl 0.0%
Value ($000) $2 Shares 36 Est. Cost $46.58 Unrealized -16.7%
FN Fabrinet 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.43 Unrealized +1.5%
Xilinx Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $20571.83 Unrealized
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $2 Shares 40 Est. Cost $63.04 Unrealized -18.8%
EBAY Ebay Inc 0.0%
Value ($000) $2 Shares 43 Est. Cost $32.64 Unrealized +17.7%
Allison Transmission Holdings Inc 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $252.47 Unrealized -2.1%
Schneider National Inc 0.0%
Value ($000) $2 Shares 92 Est. Cost $21.74 Unrealized
BEP Brookfield Renewable Pwr Fund 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
BDX Becton Dickinson Co 0.0%
Value ($000) $2 Shares 7 Est. Cost $226.44 Unrealized -2.7%
MAC Macerich CoThe 0.0%
Value ($000) $2 Shares 178 Est. Cost $3.88 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.35 Unrealized
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.16 Unrealized -25.4%
iShares Edge MSCI USA Value Fctr 0.0%
Value ($000) $1 Shares 12 Est. Cost $81.98 Unrealized
BK Bank of NY Mellon Corp 0.0%
Value ($000) $1 Shares 28 Est. Cost $31.07 Unrealized 0.0%
BP BP PLC ADR 0.0%
Value ($000) $1 Shares 57 Est. Cost $9748.60 Unrealized
LSTR Landstar Systems Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
Brookfield Asset Management Inc 0.0%
Value ($000) $1 Shares 37 Est. Cost $47.23 Unrealized
GPRO GoPro Inc Cl A 0.0%
Value ($000) $1 Shares 230 Est. Cost $4.69 Unrealized -19.2%
Wright Medical Group NV 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
Equity Commonwealth 0.0%
Value ($000) $1 Shares 31 Est. Cost $39.54 Unrealized
Sanderson Farms Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
Corteva Inc 0.0%
Value ($000) $1 Shares 27 Est. Cost $27.78 Unrealized
iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $34.19 Unrealized
RGA Reinsurance Group of America 0.0%
Value ($000) $1 Shares 11 Est. Cost $130.37 Unrealized -29.2%
Pinterest Inc 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.15 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $70.39 Unrealized -37.1%
IMOS Chipmos Tech Inc ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $1000.00 Unrealized
NAVBQ Navidea Biopharm Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $600.00 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost $36.00 Unrealized -58.8%
Exterran Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
AROC Archrock Inc 0.0%
Value ($000) $0 Shares 34 Est. Cost $6.85 Unrealized -44.4%
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.56 Unrealized -36.0%
Advaxis Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $2090.91 Unrealized