Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 4, 2020

Total Value ($000): $510,454 (100.0% shares, 0.0% debt)

Holdings (199)

MSFT MICROSOFT CORP 5.6%
Value ($000) $28,578 Shares 140,429 Est. Cost $80.80 Unrealized +114.2%
VEA VANGUARD 5.3%
Value ($000) $27,219 Shares 701,696 Est. Cost $39.53 Unrealized
AAPL APPLE INC 5.0%
Value ($000) $25,444 Shares 69,747 Est. Cost $35.53 Unrealized +111.4%
VWO VANGUARD 2.5%
Value ($000) $12,861 Shares 324,692 Est. Cost $40.10 Unrealized
DHR DANAHER CORP 2.2%
Value ($000) $11,098 Shares 62,762 Est. Cost $87.60 Unrealized +59.8%
HD HOME DEPOT INC 2.1%
Value ($000) $10,486 Shares 41,852 Est. Cost $146.29 Unrealized +36.5%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $9,487 Shares 67,459 Est. Cost $102.58 Unrealized +21.1%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $9,013 Shares 30,557 Est. Cost $219.46 Unrealized +19.0%
ABBV ABBVIE INC 1.7%
Value ($000) $8,438 Shares 85,954 Est. Cost $52.48 Unrealized +34.4%
INTC INTEL CORP 1.6%
Value ($000) $8,239 Shares 137,709 Est. Cost $42.66 Unrealized +24.7%
ITW ILLINOIS TOOL WORKS INC 1.6%
Value ($000) $8,226 Shares 47,050 Est. Cost $111.77 Unrealized +27.9%
PAYC PAYCOM SOFTWARE INC 1.6%
Value ($000) $8,007 Shares 25,852 Est. Cost $50.84 Unrealized +413.2%
BARCLAYS ETN SHILLER CAPET 1.6%
Value ($000) $7,970 Shares 56,165 Est. Cost $117.78 Unrealized
SPY SPDR S&P 500 (MKT) 1.5%
Value ($000) $7,520 Shares 24,388 Est. Cost $272.40 Unrealized
GOOG ALPHABET INC 1.4%
Value ($000) $7,333 Shares 5,188 Est. Cost $42.97 Unrealized +55.9%
AMT AMERICAN TOWER CORP 1.4%
Value ($000) $7,019 Shares 27,148 Est. Cost $172.53 Unrealized +22.0%
ABT ABBOTT LABS 1.3%
Value ($000) $6,859 Shares 75,024 Est. Cost $67.16 Unrealized +22.0%
SBUX STARBUCKS CORP 1.3%
Value ($000) $6,845 Shares 93,014 Est. Cost $63.70 Unrealized +4.1%
TIP ISHARES 1.3%
Value ($000) $6,592 Shares 53,590 Est. Cost $114.75 Unrealized
SCZ ISHARES 1.3%
Value ($000) $6,489 Shares 121,006 Est. Cost $54.41 Unrealized
QCOM QUALCOMM INC 1.3%
Value ($000) $6,437 Shares 70,578 Est. Cost $47.32 Unrealized +50.0%
MCD MCDONALD'S CORP 1.2%
Value ($000) $6,372 Shares 34,543 Est. Cost $123.58 Unrealized +30.3%
V VISA INC 1.2%
Value ($000) $5,978 Shares 30,946 Est. Cost $138.99 Unrealized +26.3%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $5,936 Shares 63,113 Est. Cost $77.70 Unrealized +5.2%
WMT WALMART INC 1.2%
Value ($000) $5,901 Shares 49,267 Est. Cost $24.24 Unrealized +57.0%
DIS WALT DISNEY CO 1.1%
Value ($000) $5,665 Shares 50,807 Est. Cost $105.37 Unrealized +2.4%
IVV ISHARES 1.1%
Value ($000) $5,597 Shares 18,073 Est. Cost $278.50 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.1%
Value ($000) $5,426 Shares 37,528 Est. Cost $110.63 Unrealized +6.5%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $5,307 Shares 35,642 Est. Cost $127.16 Unrealized -0.1%
GOOGL ALPHABET INC 1.0%
Value ($000) $5,251 Shares 3,703 Est. Cost $56.40 Unrealized +18.7%
LOW LOWES COS INC 1.0%
Value ($000) $5,243 Shares 38,797 Est. Cost $85.43 Unrealized +20.9%
BRK/B BERKSHIRE HATHAWAY INC 1.0%
Value ($000) $5,202 Shares 29,146 Est. Cost $198.99 Unrealized -8.2%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $5,125 Shares 21,335 Est. Cost $36.19 Unrealized +43.6%
AMZN AMAZON COM INC 1.0%
Value ($000) $4,985 Shares 1,807 Est. Cost $99.86 Unrealized +20.9%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $4,822 Shares 103,390 Est. Cost $37.97 Unrealized -2.6%
CVX CHEVRON CORP 0.9%
Value ($000) $4,764 Shares 53,390 Est. Cost $83.82 Unrealized -16.7%
ICE INTERCONTINENTAL EXCHANGE INC 0.9%
Value ($000) $4,585 Shares 50,050 Est. Cost $61.78 Unrealized +37.8%
ACN ACCENTURE PLC A 0.9%
Value ($000) $4,531 Shares 21,103 Est. Cost $153.04 Unrealized +14.1%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $4,272 Shares 44,867 Est. Cost $92.42 Unrealized -7.4%
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $4,271 Shares 33,633 Est. Cost $83.17 Unrealized +19.7%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $4,258 Shares 35,612 Est. Cost $71.24 Unrealized +42.5%
VIG VANGUARD 0.8%
Value ($000) $4,146 Shares 35,374 Est. Cost $106.81 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $3,809 Shares 49,270 Est. Cost $58.36 Unrealized +7.7%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $3,802 Shares 6,580 Est. Cost $159.87 Unrealized +7.3%
ORCL ORACLE CORP 0.7%
Value ($000) $3,687 Shares 66,706 Est. Cost $46.52 Unrealized +5.3%
KO COCA-COLA CO 0.7%
Value ($000) $3,629 Shares 81,221 Est. Cost $34.24 Unrealized +13.1%
USB US BANCORP 0.7%
Value ($000) $3,549 Shares 96,378 Est. Cost $37.63 Unrealized -26.0%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $3,359 Shares 43,666 Est. Cost $50.66 Unrealized +21.3%
MO ALTRIA GROUP INC 0.6%
Value ($000) $3,106 Shares 79,155 Est. Cost $31.30 Unrealized -20.3%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $3,055 Shares 8,369 Est. Cost $295.61 Unrealized +9.5%
IEMG ISHARES 0.6%
Value ($000) $3,041 Shares 63,902 Est. Cost $48.35 Unrealized
VPU VANGUARD 0.6%
Value ($000) $2,823 Shares 22,829 Est. Cost $112.65 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $2,800 Shares 38,947 Est. Cost $67.29 Unrealized -16.5%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $2,784 Shares 15,981 Est. Cost $131.65 Unrealized +4.7%
GVI ISHARES 0.5%
Value ($000) $2,700 Shares 22,938 Est. Cost $111.55 Unrealized
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $2,587 Shares 10,811 Est. Cost $219.38 Unrealized +0.4%
IEFA ISHARES 0.5%
Value ($000) $2,535 Shares 44,361 Est. Cost $59.22 Unrealized
GPN GLOBAL PAYMENTS INC 0.5%
Value ($000) $2,531 Shares 14,919 Est. Cost $162.73 Unrealized -2.4%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $2,383 Shares 22,196 Est. Cost $88.39 Unrealized +5.2%
PEP PEPSICO INC 0.5%
Value ($000) $2,351 Shares 17,771 Est. Cost $87.64 Unrealized +26.4%
META FACEBOOK INC CLASS A 0.5%
Value ($000) $2,299 Shares 10,124 Est. Cost $140.67 Unrealized +47.4%
GPC GENUINE PARTS CO 0.4%
Value ($000) $2,281 Shares 26,225 Est. Cost $84.75 Unrealized -20.5%
VCIT VANGUARD 0.4%
Value ($000) $2,274 Shares 23,903 Est. Cost $94.71 Unrealized
GLW CORNING INC 0.4%
Value ($000) $2,216 Shares 85,547 Est. Cost $26.76 Unrealized -27.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,201 Shares 49,209 Est. Cost $55.53 Unrealized -37.3%
PFE PFIZER INC 0.4%
Value ($000) $2,171 Shares 66,387 Est. Cost $24.23 Unrealized +7.3%
TGT TARGET CORP 0.4%
Value ($000) $2,132 Shares 17,773 Est. Cost $79.87 Unrealized +22.9%
MS MORGAN STANLEY 0.4%
Value ($000) $2,069 Shares 42,830 Est. Cost $34.22 Unrealized +2.9%
CMCSA COMCAST CORP 0.4%
Value ($000) $2,038 Shares 52,278 Est. Cost $33.03 Unrealized -0.8%
JMBS JANUS HENDERSON 0.4%
Value ($000) $2,021 Shares 37,645 Est. Cost $52.14 Unrealized
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $1,987 Shares 38,866 Est. Cost $42.15 Unrealized +5.7%
LAM RESEARCH CORP 0.4%
Value ($000) $1,971 Shares 6,095 Est. Cost $301.29 Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $1,885 Shares 24,888 Est. Cost $63.19 Unrealized -6.7%
MET METLIFE INC 0.4%
Value ($000) $1,875 Shares 51,326 Est. Cost $35.25 Unrealized -17.8%
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $1,834 Shares 16,492 Est. Cost $78.86 Unrealized +1.1%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,801 Shares 42,871 Est. Cost $46.38 Unrealized -29.0%
VCSH VANGUARD 0.3%
Value ($000) $1,745 Shares 21,122 Est. Cost $80.62 Unrealized
VNQI VANGUARD 0.3%
Value ($000) $1,715 Shares 36,767 Est. Cost $53.24 Unrealized
VOX VANGUARD 0.3%
Value ($000) $1,649 Shares 17,716 Est. Cost $94.86 Unrealized
VIGI VANGUARD 0.3%
Value ($000) $1,580 Shares 23,548 Est. Cost $65.13 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,541 Shares 6,530 Est. Cost $170.07 Unrealized +12.7%
EEM ISHARES 0.3%
Value ($000) $1,486 Shares 37,174 Est. Cost $40.44 Unrealized
PB PROSPERITY BANCSHARES INC 0.3%
Value ($000) $1,479 Shares 24,900 Est. Cost $56.04 Unrealized -14.3%
ZBH ZIMMER BIOMET HLDGS INC 0.3%
Value ($000) $1,468 Shares 12,292 Est. Cost $105.56 Unrealized +4.2%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $1,459 Shares 38,844 Est. Cost $40.89 Unrealized -32.2%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,436 Shares 8,490 Est. Cost $126.39 Unrealized +11.9%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $1,407 Shares 13,368 Est. Cost $100.82 Unrealized -14.8%
CRM SALESFORCE COM INC 0.3%
Value ($000) $1,329 Shares 7,094 Est. Cost $143.31 Unrealized +16.2%
COF CAPITAL ONE FINANCIAL 0.3%
Value ($000) $1,313 Shares 20,983 Est. Cost $75.24 Unrealized -24.7%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,277 Shares 10,096 Est. Cost $78.94 Unrealized +34.5%
EQIX EQUINIX INC 0.2%
Value ($000) $1,261 Shares 1,796 Est. Cost $544.19 Unrealized +11.9%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,226 Shares 18,861 Est. Cost $59.90 Unrealized -12.2%
PCAR PACCAR INC 0.2%
Value ($000) $1,225 Shares 16,364 Est. Cost $33.84 Unrealized +12.7%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,201 Shares 3,959 Est. Cost $221.26 Unrealized +26.2%
DHI DR HORTON INC 0.2%
Value ($000) $1,195 Shares 21,530 Est. Cost $48.28 Unrealized -5.1%
BSX BOSTON SCIENTIFIC 0.2%
Value ($000) $1,193 Shares 33,981 Est. Cost $38.02 Unrealized -5.3%
FISV FISERV INC 0.2%
Value ($000) $1,181 Shares 12,103 Est. Cost $83.69 Unrealized +20.3%
IJH ISHARES 0.2%
Value ($000) $1,170 Shares 6,577 Est. Cost $180.11 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,168 Shares 14,616 Est. Cost $66.66 Unrealized +1.4%
BA BOEING CO 0.2%
Value ($000) $1,102 Shares 6,012 Est. Cost $187.49 Unrealized -18.0%
BRK/A BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,069 Shares 6 Est. Cost $279327.44 Unrealized -1.9%
JNK SPDR 0.2%
Value ($000) $1,058 Shares 10,465 Est. Cost $102.96 Unrealized
BBY BEST BUY CO INC 0.2%
Value ($000) $1,037 Shares 11,881 Est. Cost $56.18 Unrealized +7.3%
BLACKROCK INC 0.2%
Value ($000) $1,025 Shares 1,883 Est. Cost $428.56 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $993 Shares 7,842 Est. Cost $119.05 Unrealized -10.8%
MA MASTERCARD INC 0.2%
Value ($000) $990 Shares 3,347 Est. Cost $273.34 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $958 Shares 16,298 Est. Cost $46.70 Unrealized +2.6%
TT TRANE TECHNOLOGIES 0.2%
Value ($000) $957 Shares 10,754 Est. Cost $93.73 Unrealized -13.9%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $951 Shares 4,809 Est. Cost $186.84 Unrealized -12.1%
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $946 Shares 2,174 Est. Cost $355.49 Unrealized +4.2%
DON WISDOMTREE 0.2%
Value ($000) $930 Shares 32,811 Est. Cost $35.05 Unrealized
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $919 Shares 38,725 Est. Cost $22.99 Unrealized -10.5%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $914 Shares 3,148 Est. Cost $271.12 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.2%
Value ($000) $913 Shares 7,480 Est. Cost $110.51 Unrealized 0.0%
AGG ISHARES 0.2%
Value ($000) $910 Shares 7,695 Est. Cost $116.69 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.2%
Value ($000) $900 Shares 2,134 Est. Cost $25.56 Unrealized +2.2%
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $891 Shares 14,984 Est. Cost $43.21 Unrealized -3.1%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $883 Shares 6,442 Est. Cost $124.46 Unrealized 0.0%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $874 Shares 7,545 Est. Cost $126.80 Unrealized -17.6%
RTX RAYTHEON TECHNOLOGIES 0.2%
Value ($000) $868 Shares 14,088 Est. Cost $54.61 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $850 Shares 10,209 Est. Cost $54.19 Unrealized +24.0%
RSP INVESCO 0.2%
Value ($000) $847 Shares 8,324 Est. Cost $101.75 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $805 Shares 21,524 Est. Cost $50.43 Unrealized -46.1%
HEI/A HEICO CORP 0.2%
Value ($000) $773 Shares 9,510 Est. Cost $72.61 Unrealized +5.9%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $758 Shares 6,145 Est. Cost $99.39 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $752 Shares 20,879 Est. Cost $40.99 Unrealized -23.0%
NOW SERVICENOW INC 0.1%
Value ($000) $723 Shares 1,784 Est. Cost $70.61 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $708 Shares 1,136 Est. Cost $564.49 Unrealized 0.0%
IHS MARKIT LTD SHS 0.1%
Value ($000) $658 Shares 8,720 Est. Cost $75.46 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $644 Shares 4,967 Est. Cost $101.76 Unrealized +15.6%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $644 Shares 5,654 Est. Cost $110.79 Unrealized -9.9%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $633 Shares 5,966 Est. Cost $88.02 Unrealized -1.9%
T AT&T INC 0.1%
Value ($000) $626 Shares 20,705 Est. Cost $15.85 Unrealized -2.2%
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $616 Shares 13,976 Est. Cost $42.29 Unrealized 0.0%
PROOFPOINT INC 0.1%
Value ($000) $616 Shares 5,548 Est. Cost $111.03 Unrealized
EFA ISHARES 0.1%
Value ($000) $612 Shares 10,052 Est. Cost $63.49 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $612 Shares 9,879 Est. Cost $48.65 Unrealized +3.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $603 Shares 2,627 Est. Cost $35.23 Unrealized 0.0%
MAR MARRIOTT INTL INC 0.1%
Value ($000) $591 Shares 6,890 Est. Cost $83.76 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $581 Shares 2,728 Est. Cost $175.54 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $578 Shares 3,336 Est. Cost $124.78 Unrealized +11.6%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $574 Shares 4,652 Est. Cost $51.71 Unrealized +73.7%
VNQ VANGUARD 0.1%
Value ($000) $554 Shares 7,055 Est. Cost $82.59 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $546 Shares 3,108 Est. Cost $147.05 Unrealized +2.7%
IJR ISHARES 0.1%
Value ($000) $530 Shares 7,758 Est. Cost $75.18 Unrealized
VAW VANGUARD 0.1%
Value ($000) $525 Shares 4,350 Est. Cost $118.92 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.1%
Value ($000) $510 Shares 14,727 Est. Cost $61.83 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $503 Shares 9,134 Est. Cost $38.32 Unrealized +6.3%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $496 Shares 10,377 Est. Cost $40.72 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $484 Shares 8,234 Est. Cost $48.35 Unrealized -1.3%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $448 Shares 7,378 Est. Cost $69.41 Unrealized -36.2%
AME AMETEK INC 0.1%
Value ($000) $445 Shares 4,980 Est. Cost $49.70 Unrealized +62.6%
PTF INVESCO 0.1%
Value ($000) $440 Shares 4,520 Est. Cost $59.85 Unrealized
NKE NIKE INC 0.1%
Value ($000) $432 Shares 4,411 Est. Cost $81.98 Unrealized +4.2%
FTV FORTIVE CORP COM 0.1%
Value ($000) $431 Shares 6,362 Est. Cost $35.54 Unrealized +7.2%
MMM 3M CO 0.1%
Value ($000) $431 Shares 2,759 Est. Cost $122.45 Unrealized -16.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $417 Shares 732 Est. Cost $179.26 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $410 Shares 3,393 Est. Cost $113.93 Unrealized -19.8%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $408 Shares 3,593 Est. Cost $137.11 Unrealized -19.0%
OGE OGE ENERGY CORP 0.1%
Value ($000) $406 Shares 13,360 Est. Cost $37.48 Unrealized -17.5%
EXC EXELON CORP 0.1%
Value ($000) $403 Shares 11,124 Est. Cost $26.34 Unrealized -17.6%
IVW ISHARES 0.1%
Value ($000) $372 Shares 1,795 Est. Cost $179.41 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $369 Shares 11,113 Est. Cost $39.65 Unrealized -42.8%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $358 Shares 4,159 Est. Cost $75.57 Unrealized +2.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $349 Shares 2,849 Est. Cost $100.85 Unrealized -1.5%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $346 Shares 1,050 Est. Cost $186.39 Unrealized +54.0%
UNILEVER NV NEW YORK SHS NEW 0.1%
Value ($000) $337 Shares 6,347 Est. Cost $53.10 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $325 Shares 3,715 Est. Cost $65.54 Unrealized +14.1%
DE DEERE & CO 0.1%
Value ($000) $325 Shares 2,067 Est. Cost $110.73 Unrealized +21.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $313 Shares 864 Est. Cost $330.32 Unrealized 0.0%
VIACOMCBS INC 0.1%
Value ($000) $313 Shares 13,416 Est. Cost $41.95 Unrealized
EMB ISHARES 0.1%
Value ($000) $311 Shares 2,852 Est. Cost $110.00 Unrealized
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $302 Shares 3,800 Est. Cost $67.82 Unrealized -1.8%
YUM YUM BRANDS INC 0.1%
Value ($000) $293 Shares 3,376 Est. Cost $62.54 Unrealized +22.9%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $284 Shares 10,156 Est. Cost $44.76 Unrealized -44.7%
IWM ISHARES 0.1%
Value ($000) $282 Shares 1,968 Est. Cost $148.38 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $274 Shares 4,606 Est. Cost $40.14 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $273 Shares 3,906 Est. Cost $20.51 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $270 Shares 3,081 Est. Cost $58.14 Unrealized +29.1%
XEL XCEL ENERGY INC 0.1%
Value ($000) $267 Shares 4,273 Est. Cost $52.81 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $263 Shares 1,601 Est. Cost $107.55 Unrealized +33.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $261 Shares 1,845 Est. Cost $93.22 Unrealized +20.9%
STT STATE STREET CORP 0.1%
Value ($000) $261 Shares 4,102 Est. Cost $60.93 Unrealized -17.5%
IR INGERSOLL RAND INC 0.0%
Value ($000) $245 Shares 8,707 Est. Cost $31.60 Unrealized -11.1%
VTIP VANGUARD 0.0%
Value ($000) $240 Shares 4,786 Est. Cost $50.15 Unrealized
WFC WELLS FARGO CO 0.0%
Value ($000) $239 Shares 9,340 Est. Cost $44.32 Unrealized -45.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $239 Shares 4,498 Est. Cost $17.44 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $235 Shares 12,392 Est. Cost $18.14 Unrealized -23.9%
CTAS CINTAS CORP 0.0%
Value ($000) $234 Shares 880 Est. Cost $54.66 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $231 Shares 1,201 Est. Cost $178.56 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $231 Shares 2,181 Est. Cost $102.24 Unrealized -9.9%
BANF BANCFIRST CORP 0.0%
Value ($000) $230 Shares 5,662 Est. Cost $32.74 Unrealized 0.0%
SPHD INVESCO 0.0%
Value ($000) $220 Shares 6,696 Est. Cost $42.29 Unrealized
VB VANGUARD 0.0%
Value ($000) $211 Shares 1,451 Est. Cost $145.42 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $139 Shares 12,280 Est. Cost $26.71 Unrealized -68.6%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $85 Shares 11,863 Est. Cost $13.72 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $76 Shares 11,243 Est. Cost $16.88 Unrealized
BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $47 Shares 13,185 Est. Cost $3.56 Unrealized
POLYMET MINING CORP 0.0%
Value ($000) $6 Shares 14,000 Est. Cost $0.50 Unrealized