Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 11, 2021

Total Value ($000): $617,197 (100.0% shares, 0.0% debt)

Holdings (225)

AAPL APPLE INC 5.2%
Value ($000) $32,128 Shares 242,125 Est. Cost $85.78 Unrealized +36.4%
VEA VANGUARD 5.0%
Value ($000) $31,104 Shares 658,865 Est. Cost $39.53 Unrealized
MSFT MICROSOFT CORP 4.5%
Value ($000) $27,834 Shares 125,143 Est. Cost $80.80 Unrealized +155.0%
VWO VANGUARD 2.5%
Value ($000) $15,329 Shares 305,897 Est. Cost $40.10 Unrealized
PAYC PAYCOM SOFTWARE INC 1.9%
Value ($000) $11,714 Shares 25,902 Est. Cost $50.84 Unrealized +668.3%
DHR DANAHER CORP 1.9%
Value ($000) $11,694 Shares 52,642 Est. Cost $87.60 Unrealized +123.7%
QCOM QUALCOMM INC 1.8%
Value ($000) $11,092 Shares 72,809 Est. Cost $48.39 Unrealized +157.7%
HD HOME DEPOT INC 1.8%
Value ($000) $10,943 Shares 41,196 Est. Cost $146.29 Unrealized +65.7%
SPY SPDR S&P 500 (MKT) 1.7%
Value ($000) $10,581 Shares 28,302 Est. Cost $284.82 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $10,485 Shares 66,616 Est. Cost $102.58 Unrealized +24.3%
BARCLAYS ETN SHILLER CAPET 1.7%
Value ($000) $10,215 Shares 57,355 Est. Cost $119.94 Unrealized
SBUX STARBUCKS CORP 1.6%
Value ($000) $9,679 Shares 90,465 Est. Cost $63.70 Unrealized +33.7%
DIS WALT DISNEY CO 1.5%
Value ($000) $9,343 Shares 51,564 Est. Cost $105.96 Unrealized +32.3%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value ($000) $9,333 Shares 45,779 Est. Cost $111.77 Unrealized +62.0%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $9,278 Shares 26,456 Est. Cost $219.46 Unrealized +40.4%
ABBV ABBVIE INC 1.4%
Value ($000) $8,873 Shares 82,808 Est. Cost $52.48 Unrealized +50.4%
GOOG ALPHABET INC 1.4%
Value ($000) $8,709 Shares 4,971 Est. Cost $42.97 Unrealized +94.9%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $8,159 Shares 64,209 Est. Cost $78.13 Unrealized +25.6%
ABT ABBOTT LABS 1.3%
Value ($000) $7,746 Shares 70,733 Est. Cost $67.16 Unrealized +47.8%
SCZ ISHARES 1.2%
Value ($000) $7,709 Shares 112,801 Est. Cost $54.41 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.2%
Value ($000) $7,354 Shares 34,570 Est. Cost $110.63 Unrealized +48.0%
MCD MCDONALD'S CORP 1.2%
Value ($000) $7,304 Shares 34,037 Est. Cost $123.58 Unrealized +56.4%
WMT WALMART INC 1.1%
Value ($000) $6,988 Shares 48,475 Est. Cost $24.63 Unrealized +83.7%
INTC INTEL CORP 1.1%
Value ($000) $6,968 Shares 139,877 Est. Cost $42.85 Unrealized +2.7%
META FACEBOOK INC CLASS A 1.1%
Value ($000) $6,854 Shares 25,088 Est. Cost $219.78 Unrealized +23.9%
TIP ISHARES 1.1%
Value ($000) $6,677 Shares 52,311 Est. Cost $114.75 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $6,632 Shares 3,784 Est. Cost $58.35 Unrealized +43.1%
ACN ACCENTURE PLC A 1.1%
Value ($000) $6,528 Shares 24,990 Est. Cost $163.84 Unrealized +36.1%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value ($000) $6,510 Shares 28,079 Est. Cost $198.99 Unrealized +10.7%
V VISA INC 1.1%
Value ($000) $6,495 Shares 29,693 Est. Cost $138.99 Unrealized +41.9%
IVV ISHARES 1.0%
Value ($000) $6,391 Shares 17,025 Est. Cost $280.41 Unrealized
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $6,136 Shares 79,528 Est. Cost $58.00 Unrealized +13.2%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $6,067 Shares 34,429 Est. Cost $127.16 Unrealized +16.0%
AMZN AMAZON COM INC 1.0%
Value ($000) $6,049 Shares 1,857 Est. Cost $104.69 Unrealized +52.4%
LOW LOWES COS INC 0.9%
Value ($000) $5,856 Shares 36,481 Est. Cost $86.32 Unrealized +71.5%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $5,754 Shares 25,633 Est. Cost $172.53 Unrealized +15.8%
ICE INTERCONTINENTAL EXCHANGE INC 0.9%
Value ($000) $5,656 Shares 49,059 Est. Cost $61.78 Unrealized +57.2%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $5,308 Shares 43,903 Est. Cost $92.42 Unrealized +12.4%
LAM RESEARCH CORP 0.8%
Value ($000) $5,142 Shares 10,888 Est. Cost $358.48 Unrealized
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $4,946 Shares 30,138 Est. Cost $83.17 Unrealized +61.8%
SHW SHERWIN WILLIAMS CO 0.8%
Value ($000) $4,851 Shares 6,600 Est. Cost $159.87 Unrealized +41.8%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $4,741 Shares 34,074 Est. Cost $71.24 Unrealized +72.9%
VIG VANGUARD 0.8%
Value ($000) $4,723 Shares 33,455 Est. Cost $106.81 Unrealized
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $4,687 Shares 104,751 Est. Cost $37.91 Unrealized -7.0%
KO COCA-COLA CO 0.7%
Value ($000) $4,550 Shares 82,978 Est. Cost $34.38 Unrealized +28.7%
USB US BANCORP 0.7%
Value ($000) $4,438 Shares 95,270 Est. Cost $37.63 Unrealized -10.0%
CVX CHEVRON CORP 0.7%
Value ($000) $4,317 Shares 51,125 Est. Cost $83.82 Unrealized -22.4%
ORCL ORACLE CORP 0.7%
Value ($000) $4,258 Shares 65,830 Est. Cost $46.52 Unrealized +19.3%
VCIT VANGUARD 0.7%
Value ($000) $4,138 Shares 42,591 Est. Cost $95.18 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $3,987 Shares 48,743 Est. Cost $58.36 Unrealized +11.1%
IEMG ISHARES 0.6%
Value ($000) $3,861 Shares 62,230 Est. Cost $48.35 Unrealized
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $3,393 Shares 14,491 Est. Cost $131.65 Unrealized +57.0%
MS MORGAN STANLEY 0.5%
Value ($000) $3,348 Shares 48,866 Est. Cost $35.94 Unrealized +35.8%
GPN GLOBAL PAYMENTS INC 0.5%
Value ($000) $3,285 Shares 15,251 Est. Cost $163.02 Unrealized +9.4%
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,210 Shares 78,304 Est. Cost $31.30 Unrealized -14.7%
TGT TARGET CORP 0.5%
Value ($000) $3,139 Shares 17,783 Est. Cost $79.87 Unrealized +81.4%
GLW CORNING INC 0.5%
Value ($000) $3,010 Shares 83,611 Est. Cost $26.76 Unrealized +15.3%
IEFA ISHARES 0.5%
Value ($000) $2,970 Shares 42,993 Est. Cost $59.22 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $2,901 Shares 8,173 Est. Cost $295.61 Unrealized +7.9%
VPU VANGUARD 0.5%
Value ($000) $2,900 Shares 21,136 Est. Cost $112.65 Unrealized
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $2,852 Shares 48,764 Est. Cost $43.62 Unrealized +14.9%
UPS UNITED PARCEL SERVICE 0.5%
Value ($000) $2,783 Shares 16,524 Est. Cost $79.73 Unrealized +71.7%
CMCSA COMCAST CORP 0.4%
Value ($000) $2,758 Shares 52,649 Est. Cost $33.17 Unrealized +25.6%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $2,752 Shares 23,528 Est. Cost $89.37 Unrealized +17.8%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $2,687 Shares 10,741 Est. Cost $219.31 Unrealized -2.2%
GVI ISHARES 0.4%
Value ($000) $2,670 Shares 22,699 Est. Cost $111.55 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $2,647 Shares 37,853 Est. Cost $67.29 Unrealized -28.7%
GPC GENUINE PARTS CO 0.4%
Value ($000) $2,553 Shares 25,424 Est. Cost $84.75 Unrealized +0.1%
PEP PEPSICO INC 0.4%
Value ($000) $2,516 Shares 16,967 Est. Cost $87.64 Unrealized +38.3%
PFE PFIZER INC 0.4%
Value ($000) $2,410 Shares 65,459 Est. Cost $24.23 Unrealized +18.2%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,381 Shares 40,867 Est. Cost $50.66 Unrealized -2.6%
PAYX PAYCHEX INC 0.4%
Value ($000) $2,327 Shares 24,966 Est. Cost $63.19 Unrealized +21.7%
JMBS JANUS HENDERSON 0.4%
Value ($000) $2,191 Shares 40,999 Est. Cost $52.25 Unrealized
EEM ISHARES 0.3%
Value ($000) $2,113 Shares 40,898 Est. Cost $41.49 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $2,040 Shares 8,876 Est. Cost $178.10 Unrealized +10.2%
ZBH ZIMMER BIOMET HLDGS INC 0.3%
Value ($000) $2,025 Shares 13,137 Est. Cost $107.36 Unrealized +26.1%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,991 Shares 12,829 Est. Cost $123.13 Unrealized +7.8%
RSP INVESCO 0.3%
Value ($000) $1,981 Shares 15,532 Est. Cost $109.74 Unrealized
VOX VANGUARD 0.3%
Value ($000) $1,981 Shares 16,482 Est. Cost $95.76 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,959 Shares 10,764 Est. Cost $86.61 Unrealized +77.8%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $1,933 Shares 12,973 Est. Cost $100.82 Unrealized +5.6%
VCSH VANGUARD 0.3%
Value ($000) $1,912 Shares 22,968 Est. Cost $80.82 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,885 Shares 45,757 Est. Cost $55.53 Unrealized -45.3%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $1,860 Shares 38,813 Est. Cost $40.75 Unrealized -12.5%
VIGI VANGUARD 0.3%
Value ($000) $1,850 Shares 22,726 Est. Cost $65.41 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,825 Shares 8,763 Est. Cost $128.78 Unrealized +38.3%
PCAR PACCAR INC 0.3%
Value ($000) $1,754 Shares 20,333 Est. Cost $36.79 Unrealized +31.4%
PB PROSPERITY BANCSHARES INC 0.3%
Value ($000) $1,717 Shares 24,754 Est. Cost $56.04 Unrealized -7.4%
VNQI VANGUARD 0.3%
Value ($000) $1,665 Shares 30,654 Est. Cost $53.24 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,635 Shares 40,891 Est. Cost $46.38 Unrealized -33.8%
DHI DR HORTON INC 0.3%
Value ($000) $1,628 Shares 23,629 Est. Cost $49.85 Unrealized +38.9%
MET METLIFE INC 0.3%
Value ($000) $1,595 Shares 33,987 Est. Cost $35.25 Unrealized +5.0%
FISV FISERV INC 0.2%
Value ($000) $1,537 Shares 13,501 Est. Cost $85.33 Unrealized +26.3%
BLACKROCK INC 0.2%
Value ($000) $1,531 Shares 2,122 Est. Cost $461.41 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,503 Shares 7,025 Est. Cost $184.82 Unrealized +4.0%
COF CAPITAL ONE FINANCIAL 0.2%
Value ($000) $1,479 Shares 14,951 Est. Cost $75.29 Unrealized +3.2%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,464 Shares 3,886 Est. Cost $221.26 Unrealized +57.0%
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $1,439 Shares 16,671 Est. Cost $66.07 Unrealized +7.0%
VTIP VANGUARD 0.2%
Value ($000) $1,424 Shares 27,868 Est. Cost $50.93 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,391 Shares 6 Est. Cost $279327.44 Unrealized +18.4%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,340 Shares 6,021 Est. Cost $143.31 Unrealized +67.7%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,340 Shares 14,636 Est. Cost $66.66 Unrealized +13.5%
ORLY O REILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,330 Shares 2,939 Est. Cost $26.84 Unrealized +12.5%
EQIX EQUINIX INC 0.2%
Value ($000) $1,328 Shares 1,860 Est. Cost $556.56 Unrealized +21.2%
BBY BEST BUY CO INC 0.2%
Value ($000) $1,268 Shares 12,705 Est. Cost $58.95 Unrealized +52.6%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,255 Shares 4,758 Est. Cost $186.97 Unrealized +5.4%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,249 Shares 18,289 Est. Cost $59.90 Unrealized -7.8%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $1,218 Shares 40,183 Est. Cost $23.02 Unrealized +2.8%
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $1,195 Shares 2,388 Est. Cost $364.98 Unrealized +32.4%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,182 Shares 7,681 Est. Cost $119.05 Unrealized +9.3%
MA MASTERCARD INC 0.2%
Value ($000) $1,171 Shares 3,281 Est. Cost $273.34 Unrealized +18.3%
FDX FEDEX CORP 0.2%
Value ($000) $1,128 Shares 4,344 Est. Cost $214.75 Unrealized +16.9%
HEI/A HEICO CORP 0.2%
Value ($000) $1,113 Shares 9,510 Est. Cost $72.61 Unrealized +48.8%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,109 Shares 7,476 Est. Cost $126.80 Unrealized +7.9%
BSX BOSTON SCIENTIFIC 0.2%
Value ($000) $1,076 Shares 29,923 Est. Cost $38.02 Unrealized -5.2%
IWR ISHARES 0.2%
Value ($000) $1,057 Shares 15,417 Est. Cost $68.56 Unrealized
ZTS ZOETIS INC CL A 0.2%
Value ($000) $1,045 Shares 6,317 Est. Cost $124.46 Unrealized +24.9%
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $1,013 Shares 15,414 Est. Cost $43.35 Unrealized +7.3%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $998 Shares 14,727 Est. Cost $61.83 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $972 Shares 2,734 Est. Cost $35.48 Unrealized +31.7%
NOW SERVICENOW INC 0.2%
Value ($000) $960 Shares 1,744 Est. Cost $71.05 Unrealized +46.3%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $959 Shares 7,267 Est. Cost $84.14 Unrealized +30.9%
XRAY DENTSPLY SIRONA INC COM 0.2%
Value ($000) $959 Shares 18,323 Est. Cost $42.74 Unrealized +15.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $952 Shares 2,046 Est. Cost $407.51 Unrealized +13.5%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $939 Shares 59,426 Est. Cost $11.81 Unrealized -19.4%
JNK SPDR 0.2%
Value ($000) $930 Shares 8,537 Est. Cost $102.99 Unrealized
AGG ISHARES 0.2%
Value ($000) $927 Shares 7,836 Est. Cost $116.72 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $906 Shares 20,375 Est. Cost $40.99 Unrealized -11.4%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $893 Shares 3,757 Est. Cost $157.90 Unrealized +29.7%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $878 Shares 6,088 Est. Cost $88.78 Unrealized +41.9%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $876 Shares 14,127 Est. Cost $46.77 Unrealized +7.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $838 Shares 9,685 Est. Cost $54.19 Unrealized +34.9%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $832 Shares 20,699 Est. Cost $36.15 Unrealized -2.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $820 Shares 19,821 Est. Cost $50.43 Unrealized -38.0%
IHS MARKIT LTD SHS 0.1%
Value ($000) $817 Shares 9,093 Est. Cost $75.58 Unrealized
PROOFPOINT INC 0.1%
Value ($000) $760 Shares 5,570 Est. Cost $111.42 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $754 Shares 4,947 Est. Cost $101.76 Unrealized +28.7%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $744 Shares 7,765 Est. Cost $110.70 Unrealized -12.7%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $742 Shares 3,137 Est. Cost $271.37 Unrealized -15.5%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $705 Shares 4,652 Est. Cost $51.71 Unrealized +121.1%
EFA ISHARES 0.1%
Value ($000) $701 Shares 9,605 Est. Cost $63.52 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $677 Shares 8,425 Est. Cost $48.65 Unrealized +37.3%
IWM ISHARES 0.1%
Value ($000) $672 Shares 3,429 Est. Cost $168.66 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $662 Shares 5,260 Est. Cost $106.71 Unrealized -12.5%
DON WISDOMTREE 0.1%
Value ($000) $660 Shares 18,984 Est. Cost $35.05 Unrealized
MTN VAIL RESORTS INC 0.1%
Value ($000) $638 Shares 2,286 Est. Cost $206.08 Unrealized +25.3%
PTF INVESCO 0.1%
Value ($000) $636 Shares 4,520 Est. Cost $59.85 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $632 Shares 2,517 Est. Cost $175.54 Unrealized +27.6%
XEL XCEL ENERGY INC 0.1%
Value ($000) $631 Shares 9,466 Est. Cost $56.07 Unrealized +5.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $618 Shares 755 Est. Cost $180.64 Unrealized +37.5%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $610 Shares 1,263 Est. Cost $567.05 Unrealized -5.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $603 Shares 10,254 Est. Cost $38.83 Unrealized +13.3%
AME AMETEK INC 0.1%
Value ($000) $602 Shares 4,980 Est. Cost $49.70 Unrealized +119.1%
VNQ VANGUARD 0.1%
Value ($000) $578 Shares 6,799 Est. Cost $82.59 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $575 Shares 5,840 Est. Cost $88.13 Unrealized +13.2%
VAW VANGUARD 0.1%
Value ($000) $570 Shares 3,629 Est. Cost $118.92 Unrealized
NKE NIKE INC 0.1%
Value ($000) $564 Shares 3,986 Est. Cost $81.98 Unrealized +50.3%
IJH ISHARES 0.1%
Value ($000) $548 Shares 2,385 Est. Cost $180.11 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $535 Shares 6,098 Est. Cost $96.11 Unrealized -17.5%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $515 Shares 9,989 Est. Cost $40.93 Unrealized +11.4%
IDEV ISHARES 0.1%
Value ($000) $511 Shares 8,299 Est. Cost $58.06 Unrealized
VIACOMCBS INC 0.1%
Value ($000) $498 Shares 13,366 Est. Cost $41.95 Unrealized
IVW ISHARES 0.1%
Value ($000) $458 Shares 7,180 Est. Cost $92.69 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $454 Shares 5,812 Est. Cost $69.41 Unrealized -18.9%
OKE ONEOK INC 0.1%
Value ($000) $451 Shares 11,752 Est. Cost $36.04 Unrealized -30.9%
DTE DTE ENERGY CO 0.1%
Value ($000) $424 Shares 3,495 Est. Cost $88.73 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $421 Shares 14,633 Est. Cost $15.85 Unrealized -3.0%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $419 Shares 2,393 Est. Cost $137.11 Unrealized +13.6%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $407 Shares 7,198 Est. Cost $48.35 Unrealized -16.1%
ETN EATON CORP PLC 0.1%
Value ($000) $405 Shares 3,366 Est. Cost $65.54 Unrealized +58.5%
FTV FORTIVE CORP COM 0.1%
Value ($000) $404 Shares 5,702 Est. Cost $35.54 Unrealized +41.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $402 Shares 2,721 Est. Cost $100.85 Unrealized +20.2%
OGE OGE ENERGY CORP 0.1%
Value ($000) $397 Shares 12,468 Est. Cost $37.35 Unrealized -13.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $380 Shares 2,818 Est. Cost $103.67 Unrealized +11.9%
IR INGERSOLL RAND INC 0.1%
Value ($000) $379 Shares 8,305 Est. Cost $31.60 Unrealized +30.3%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $379 Shares 14,569 Est. Cost $13.59 Unrealized +43.1%
MMM 3M CO 0.1%
Value ($000) $375 Shares 2,144 Est. Cost $122.45 Unrealized -4.0%
CSX CSX CORP 0.1%
Value ($000) $375 Shares 4,126 Est. Cost $20.85 Unrealized +28.6%
LHX L3 HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $359 Shares 1,900 Est. Cost $164.87 Unrealized 0.0%
IJR ISHARES 0.1%
Value ($000) $352 Shares 3,826 Est. Cost $75.18 Unrealized
DE DEERE & CO 0.1%
Value ($000) $352 Shares 1,308 Est. Cost $110.73 Unrealized +109.6%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $345 Shares 1,050 Est. Cost $186.39 Unrealized +73.4%
EMB ISHARES 0.1%
Value ($000) $343 Shares 2,962 Est. Cost $110.60 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $336 Shares 4,473 Est. Cost $58.84 Unrealized 0.0%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $335 Shares 3,600 Est. Cost $67.82 Unrealized +11.1%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $335 Shares 4,683 Est. Cost $54.61 Unrealized +7.0%
BANF BANCFIRST CORP 0.1%
Value ($000) $333 Shares 5,662 Est. Cost $32.74 Unrealized +42.3%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $329 Shares 4,112 Est. Cost $75.57 Unrealized -6.0%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $328 Shares 2,261 Est. Cost $93.73 Unrealized +37.9%
VTV VANGUARD 0.1%
Value ($000) $317 Shares 2,667 Est. Cost $108.55 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $317 Shares 6,101 Est. Cost $44.98 Unrealized 0.0%
UNILEVER PLC SPONSORED ADR NEW 0.0%
Value ($000) $305 Shares 5,067 Est. Cost $60.19 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $298 Shares 8,593 Est. Cost $25.55 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $282 Shares 800 Est. Cost $54.66 Unrealized +51.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $278 Shares 16,458 Est. Cost $8.55 Unrealized +12.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $277 Shares 2,550 Est. Cost $62.54 Unrealized +48.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $270 Shares 2,932 Est. Cost $58.14 Unrealized +41.2%
LLY ELI LILLY & CO 0.0%
Value ($000) $270 Shares 1,601 Est. Cost $107.55 Unrealized +31.4%
STT STATE STREET CORP 0.0%
Value ($000) $266 Shares 3,652 Est. Cost $60.93 Unrealized -5.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $255 Shares 12,692 Est. Cost $18.08 Unrealized -13.5%
VB VANGUARD 0.0%
Value ($000) $255 Shares 1,308 Est. Cost $145.94 Unrealized
VOO VANGUARD 0.0%
Value ($000) $252 Shares 733 Est. Cost $308.32 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $252 Shares 10,916 Est. Cost $12.82 Unrealized +29.6%
RZG INVESCO 0.0%
Value ($000) $244 Shares 1,765 Est. Cost $138.24 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $243 Shares 6,453 Est. Cost $33.81 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value ($000) $238 Shares 6,077 Est. Cost $26.56 Unrealized 0.0%
VGT VANGUARD 0.0%
Value ($000) $237 Shares 670 Est. Cost $311.94 Unrealized
RFG INVESCO 0.0%
Value ($000) $234 Shares 1,156 Est. Cost $202.42 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $232 Shares 444 Est. Cost $11.60 Unrealized +15.1%
CI CIGNA CORP NEW 0.0%
Value ($000) $230 Shares 1,102 Est. Cost $179.43 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $227 Shares 1,074 Est. Cost $178.56 Unrealized +10.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $222 Shares 1,888 Est. Cost $102.44 Unrealized +4.9%
CMI CUMMINS INC 0.0%
Value ($000) $220 Shares 971 Est. Cost $198.26 Unrealized 0.0%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $217 Shares 3,167 Est. Cost $56.53 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $208 Shares 496 Est. Cost $419.35 Unrealized
SPHD INVESCO 0.0%
Value ($000) $207 Shares 5,511 Est. Cost $42.29 Unrealized
USHY ISHARES 0.0%
Value ($000) $202 Shares 4,902 Est. Cost $41.21 Unrealized
PEJ INVESCO 0.0%
Value ($000) $202 Shares 5,045 Est. Cost $40.04 Unrealized
VUG VANGUARD 0.0%
Value ($000) $202 Shares 796 Est. Cost $253.77 Unrealized
VYM VANGUARD 0.0%
Value ($000) $201 Shares 2,200 Est. Cost $91.36 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $201 Shares 4,825 Est. Cost $37.51 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $138 Shares 22,247 Est. Cost $9.87 Unrealized
ENABLE MIDSTREAM PARTNERS LP 0.0%
Value ($000) $104 Shares 19,795 Est. Cost $5.25 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $80 Shares 30,201 Est. Cost $2.53 Unrealized
BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $9 Shares 13,014 Est. Cost $3.56 Unrealized