Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $655,717 (100.0% shares, 0.0% debt)

Holdings (231)

VEA VANGUARD 5.0%
Value ($000) $32,503 Shares 661,851 Est. Cost $39.53 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $29,822 Shares 244,149 Est. Cost $85.78 Unrealized +45.8%
MSFT MICROSOFT CORP 4.4%
Value ($000) $29,149 Shares 123,629 Est. Cost $80.80 Unrealized +175.9%
VWO VANGUARD 2.4%
Value ($000) $16,030 Shares 307,966 Est. Cost $40.10 Unrealized
HD HOME DEPOT INC 2.0%
Value ($000) $12,910 Shares 42,294 Est. Cost $148.84 Unrealized +64.2%
DHR DANAHER CORP 1.8%
Value ($000) $11,560 Shares 51,357 Est. Cost $87.60 Unrealized +126.8%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $11,326 Shares 68,911 Est. Cost $103.85 Unrealized +35.6%
BARCLAYS ETN SHILLER CAPET 1.7%
Value ($000) $11,134 Shares 58,046 Est. Cost $120.79 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $10,240 Shares 67,270 Est. Cost $80.37 Unrealized +58.3%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value ($000) $10,152 Shares 45,832 Est. Cost $111.77 Unrealized +65.5%
GOOG ALPHABET INC 1.5%
Value ($000) $10,070 Shares 4,868 Est. Cost $42.97 Unrealized +129.2%
QCOM QUALCOMM INC 1.5%
Value ($000) $9,802 Shares 73,928 Est. Cost $49.62 Unrealized +161.4%
SBUX STARBUCKS CORP 1.5%
Value ($000) $9,798 Shares 89,670 Est. Cost $63.70 Unrealized +47.6%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $9,702 Shares 26,077 Est. Cost $219.46 Unrealized +45.7%
PAYC PAYCOM SOFTWARE INC 1.5%
Value ($000) $9,586 Shares 25,902 Est. Cost $50.84 Unrealized +660.0%
SPY SPDR S&P 500 (MKT) 1.4%
Value ($000) $9,464 Shares 23,879 Est. Cost $284.82 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $8,947 Shares 139,784 Est. Cost $42.85 Unrealized +26.2%
ABBV ABBVIE INC 1.4%
Value ($000) $8,947 Shares 82,680 Est. Cost $52.48 Unrealized +69.4%
ABT ABBOTT LABS 1.3%
Value ($000) $8,343 Shares 69,624 Est. Cost $67.16 Unrealized +61.7%
SCZ ISHARES 1.2%
Value ($000) $8,109 Shares 112,865 Est. Cost $54.41 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $7,683 Shares 3,725 Est. Cost $58.35 Unrealized +67.9%
MCD MCDONALD'S CORP 1.1%
Value ($000) $7,517 Shares 33,537 Est. Cost $123.58 Unrealized +54.8%
HON HONEYWELL INTERNATIONAL INC 1.1%
Value ($000) $7,406 Shares 34,115 Est. Cost $110.63 Unrealized +59.7%
META FACEBOOK INC CLASS A 1.1%
Value ($000) $7,307 Shares 24,810 Est. Cost $219.78 Unrealized +21.7%
ACN ACCENTURE PLC A 1.1%
Value ($000) $7,102 Shares 25,707 Est. Cost $166.00 Unrealized +45.4%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value ($000) $7,025 Shares 27,496 Est. Cost $198.99 Unrealized +22.0%
LOW LOWES COS INC 1.0%
Value ($000) $6,866 Shares 36,100 Est. Cost $86.32 Unrealized +81.8%
IVV ISHARES 1.0%
Value ($000) $6,777 Shares 17,034 Est. Cost $280.41 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $6,726 Shares 35,688 Est. Cost $128.20 Unrealized +22.2%
WMT WALMART INC 1.0%
Value ($000) $6,702 Shares 49,334 Est. Cost $24.96 Unrealized +73.5%
V VISA INC 1.0%
Value ($000) $6,669 Shares 31,497 Est. Cost $142.66 Unrealized +42.4%
AMT AMERICAN TOWER CORP 1.0%
Value ($000) $6,573 Shares 27,495 Est. Cost $173.87 Unrealized +10.6%
LAM RESEARCH CORP 1.0%
Value ($000) $6,487 Shares 10,898 Est. Cost $358.48 Unrealized
TIP ISHARES 1.0%
Value ($000) $6,453 Shares 51,413 Est. Cost $114.75 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $6,169 Shares 1,994 Est. Cost $108.39 Unrealized +46.2%
DIS WALT DISNEY CO 0.9%
Value ($000) $6,145 Shares 33,304 Est. Cost $105.96 Unrealized +70.0%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $5,788 Shares 40,928 Est. Cost $92.42 Unrealized +34.6%
CVX CHEVRON CORP 0.9%
Value ($000) $5,654 Shares 53,958 Est. Cost $83.60 Unrealized -4.8%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $5,524 Shares 106,819 Est. Cost $37.96 Unrealized +7.0%
ICE INTERCONTINENTAL EXCHANGE INC 0.8%
Value ($000) $5,468 Shares 48,955 Est. Cost $61.78 Unrealized +72.3%
TXN TEXAS INSTRUMENTS INC 0.8%
Value ($000) $5,405 Shares 28,599 Est. Cost $83.17 Unrealized +82.0%
USB US BANCORP 0.8%
Value ($000) $5,237 Shares 94,699 Est. Cost $37.63 Unrealized +7.2%
VIG VANGUARD 0.8%
Value ($000) $5,004 Shares 34,017 Est. Cost $107.47 Unrealized
ORCL ORACLE CORP 0.8%
Value ($000) $4,964 Shares 70,738 Est. Cost $47.50 Unrealized +27.6%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $4,871 Shares 6,600 Est. Cost $159.87 Unrealized +42.7%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $4,707 Shares 34,752 Est. Cost $72.10 Unrealized +60.4%
KO COCA-COLA CO 0.7%
Value ($000) $4,317 Shares 81,881 Est. Cost $34.38 Unrealized +26.2%
MO ALTRIA GROUP INC 0.6%
Value ($000) $4,157 Shares 81,246 Est. Cost $31.27 Unrealized -2.7%
MRK MERCK & CO INC 0.6%
Value ($000) $4,139 Shares 53,686 Est. Cost $58.79 Unrealized +7.3%
MS MORGAN STANLEY 0.6%
Value ($000) $4,063 Shares 52,313 Est. Cost $37.90 Unrealized +73.1%
IEMG ISHARES 0.6%
Value ($000) $3,965 Shares 61,610 Est. Cost $48.35 Unrealized
VCIT VANGUARD 0.6%
Value ($000) $3,939 Shares 42,341 Est. Cost $95.18 Unrealized
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $3,934 Shares 29,445 Est. Cost $83.26 Unrealized +27.0%
TGT TARGET CORP 0.5%
Value ($000) $3,606 Shares 18,204 Est. Cost $81.79 Unrealized +99.5%
GLW CORNING INC 0.5%
Value ($000) $3,566 Shares 81,970 Est. Cost $26.76 Unrealized +25.5%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,461 Shares 61,994 Est. Cost $52.33 Unrealized -17.2%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $3,283 Shares 13,518 Est. Cost $131.65 Unrealized +91.4%
CMCSA COMCAST CORP 0.5%
Value ($000) $3,211 Shares 59,338 Est. Cost $34.63 Unrealized +33.3%
PSX PHILLIPS 66 0.5%
Value ($000) $3,107 Shares 38,111 Est. Cost $67.29 Unrealized -3.5%
IEFA ISHARES 0.5%
Value ($000) $3,094 Shares 42,949 Est. Cost $59.22 Unrealized
GPN GLOBAL PAYMENTS INC 0.5%
Value ($000) $3,068 Shares 15,217 Est. Cost $163.02 Unrealized +17.0%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,010 Shares 8,145 Est. Cost $295.61 Unrealized +1.5%
GPC GENUINE PARTS CO 0.4%
Value ($000) $2,906 Shares 25,143 Est. Cost $84.75 Unrealized +9.8%
VPU VANGUARD 0.4%
Value ($000) $2,871 Shares 20,432 Est. Cost $112.65 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $2,853 Shares 23,429 Est. Cost $89.37 Unrealized +19.8%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $2,847 Shares 48,640 Est. Cost $43.62 Unrealized +14.1%
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $2,805 Shares 16,501 Est. Cost $79.73 Unrealized +65.5%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,656 Shares 41,096 Est. Cost $50.66 Unrealized +5.3%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $2,608 Shares 10,728 Est. Cost $219.31 Unrealized +2.9%
GVI ISHARES 0.4%
Value ($000) $2,584 Shares 22,500 Est. Cost $111.55 Unrealized
RSP INVESCO 0.4%
Value ($000) $2,530 Shares 17,861 Est. Cost $113.90 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $2,491 Shares 10,746 Est. Cost $86.61 Unrealized +118.3%
PAYX PAYCHEX INC 0.4%
Value ($000) $2,431 Shares 24,802 Est. Cost $63.19 Unrealized +27.2%
PEP PEPSICO INC 0.4%
Value ($000) $2,423 Shares 17,130 Est. Cost $87.64 Unrealized +34.5%
AVY AVERY DENNISON CORP 0.4%
Value ($000) $2,418 Shares 13,167 Est. Cost $124.00 Unrealized +26.8%
PFE PFIZER INC 0.4%
Value ($000) $2,335 Shares 64,441 Est. Cost $24.23 Unrealized +15.7%
AMGN AMGEN INC 0.4%
Value ($000) $2,333 Shares 9,377 Est. Cost $179.52 Unrealized +14.0%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,285 Shares 39,171 Est. Cost $40.75 Unrealized +6.9%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value ($000) $2,225 Shares 12,685 Est. Cost $100.82 Unrealized +37.4%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,206 Shares 10,010 Est. Cost $136.17 Unrealized +38.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,206 Shares 41,628 Est. Cost $46.29 Unrealized -10.6%
COF CAPITAL ONE FINANCIAL 0.3%
Value ($000) $2,199 Shares 17,285 Est. Cost $79.69 Unrealized +35.4%
JMBS JANUS HENDERSON 0.3%
Value ($000) $2,196 Shares 41,383 Est. Cost $52.25 Unrealized
EEM ISHARES 0.3%
Value ($000) $2,181 Shares 40,898 Est. Cost $41.49 Unrealized
VOX VANGUARD 0.3%
Value ($000) $2,136 Shares 16,432 Est. Cost $95.76 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.3%
Value ($000) $2,127 Shares 13,287 Est. Cost $107.83 Unrealized +37.9%
VTIP VANGUARD 0.3%
Value ($000) $2,090 Shares 40,548 Est. Cost $51.12 Unrealized
DHI DR HORTON INC 0.3%
Value ($000) $2,077 Shares 23,299 Est. Cost $49.85 Unrealized +49.6%
MET METLIFE INC 0.3%
Value ($000) $2,046 Shares 33,665 Est. Cost $35.25 Unrealized +35.1%
BLACKROCK INC 0.3%
Value ($000) $2,002 Shares 2,655 Est. Cost $520.16 Unrealized
BAC BANK OF AMERICA CORPORATION 0.3%
Value ($000) $1,962 Shares 50,711 Est. Cost $24.60 Unrealized +24.5%
PCAR PACCAR INC 0.3%
Value ($000) $1,954 Shares 21,029 Est. Cost $37.29 Unrealized +39.4%
VIGI VANGUARD 0.3%
Value ($000) $1,892 Shares 22,842 Est. Cost $65.41 Unrealized
VCSH VANGUARD 0.3%
Value ($000) $1,885 Shares 22,849 Est. Cost $80.82 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,802 Shares 7,074 Est. Cost $184.82 Unrealized +20.3%
FISV FISERV INC 0.3%
Value ($000) $1,755 Shares 14,741 Est. Cost $87.81 Unrealized +30.7%
PB PROSPERITY BANCSHARES INC 0.3%
Value ($000) $1,748 Shares 23,345 Est. Cost $56.04 Unrealized +11.2%
VNQI VANGUARD 0.2%
Value ($000) $1,624 Shares 29,138 Est. Cost $53.24 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,609 Shares 4,918 Est. Cost $189.90 Unrealized +45.8%
BRK/A BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,543 Shares 6 Est. Cost $279327.44 Unrealized +31.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,526 Shares 20,180 Est. Cost $58.00 Unrealized +18.6%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,493 Shares 15,467 Est. Cost $67.13 Unrealized +12.4%
BBY BEST BUY CO INC 0.2%
Value ($000) $1,444 Shares 12,577 Est. Cost $58.95 Unrealized +53.6%
ORLY O REILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,443 Shares 2,845 Est. Cost $26.84 Unrealized +15.4%
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,415 Shares 26,454 Est. Cost $48.97 Unrealized -8.9%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,394 Shares 18,525 Est. Cost $59.93 Unrealized +3.9%
GM GENERAL MTRS CO 0.2%
Value ($000) $1,362 Shares 23,682 Est. Cost $48.44 Unrealized +5.8%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,346 Shares 3,818 Est. Cost $221.26 Unrealized +49.0%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $1,313 Shares 60,075 Est. Cost $11.85 Unrealized +34.4%
EQIX EQUINIX INC 0.2%
Value ($000) $1,254 Shares 1,845 Est. Cost $556.56 Unrealized +12.2%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,251 Shares 7,411 Est. Cost $126.80 Unrealized +22.9%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,205 Shares 7,624 Est. Cost $119.05 Unrealized +26.2%
FDX FEDEX CORP 0.2%
Value ($000) $1,203 Shares 4,233 Est. Cost $214.75 Unrealized +9.1%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,169 Shares 5,522 Est. Cost $143.31 Unrealized +53.5%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,141 Shares 14,727 Est. Cost $61.83 Unrealized
OKE ONEOK INC 0.2%
Value ($000) $1,137 Shares 22,429 Est. Cost $35.31 Unrealized -2.3%
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $1,136 Shares 14,827 Est. Cost $43.35 Unrealized +28.2%
BSX BOSTON SCIENTIFIC 0.2%
Value ($000) $1,125 Shares 29,103 Est. Cost $38.02 Unrealized -0.4%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,096 Shares 7,401 Est. Cost $85.00 Unrealized +54.9%
MA MASTERCARD INC 0.2%
Value ($000) $1,087 Shares 3,054 Est. Cost $273.34 Unrealized +24.2%
HEI/A HEICO CORP 0.2%
Value ($000) $1,080 Shares 9,510 Est. Cost $72.61 Unrealized +59.2%
IWR ISHARES 0.2%
Value ($000) $1,066 Shares 14,416 Est. Cost $68.56 Unrealized
DAL DELTA AIR LINES INC 0.2%
Value ($000) $1,051 Shares 21,776 Est. Cost $36.49 Unrealized +17.9%
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $1,029 Shares 2,165 Est. Cost $364.98 Unrealized +28.1%
AFL AFLAC INC 0.2%
Value ($000) $1,026 Shares 20,031 Est. Cost $40.99 Unrealized +4.6%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,023 Shares 3,810 Est. Cost $158.89 Unrealized +44.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $990 Shares 2,169 Est. Cost $411.11 Unrealized +14.6%
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $926 Shares 14,518 Est. Cost $42.74 Unrealized +35.7%
JNK SPDR 0.1%
Value ($000) $917 Shares 8,428 Est. Cost $102.99 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $916 Shares 6,878 Est. Cost $88.99 Unrealized +0.3%
T AT&T INC 0.1%
Value ($000) $907 Shares 29,985 Est. Cost $16.00 Unrealized +0.9%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $904 Shares 5,743 Est. Cost $124.46 Unrealized +21.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $901 Shares 15,496 Est. Cost $39.98 Unrealized +5.7%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $884 Shares 5,878 Est. Cost $88.78 Unrealized +46.5%
NOW SERVICENOW INC 0.1%
Value ($000) $878 Shares 1,756 Est. Cost $71.05 Unrealized +48.6%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $838 Shares 9,682 Est. Cost $54.19 Unrealized +29.7%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $836 Shares 4,872 Est. Cost $55.33 Unrealized +138.4%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $818 Shares 33,586 Est. Cost $24.36 Unrealized
IHS MARKIT LTD SHS 0.1%
Value ($000) $816 Shares 8,428 Est. Cost $75.58 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $810 Shares 2,515 Est. Cost $35.48 Unrealized +67.5%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $783 Shares 8,683 Est. Cost $49.52 Unrealized +57.1%
HSY HERSHEY CO 0.1%
Value ($000) $779 Shares 4,929 Est. Cost $101.76 Unrealized +31.7%
IDEV ISHARES 0.1%
Value ($000) $775 Shares 12,000 Est. Cost $60.07 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $769 Shares 7,905 Est. Cost $110.59 Unrealized -5.2%
EFA ISHARES 0.1%
Value ($000) $735 Shares 9,682 Est. Cost $63.52 Unrealized
IWM ISHARES 0.1%
Value ($000) $734 Shares 3,320 Est. Cost $168.66 Unrealized
DON WISDOMTREE 0.1%
Value ($000) $720 Shares 17,821 Est. Cost $35.05 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $713 Shares 3,785 Est. Cost $168.96 Unrealized 0.0%
NWL NEWELL BRANDS 0.1%
Value ($000) $690 Shares 25,758 Est. Cost $20.01 Unrealized 0.0%
MTN VAIL RESORTS INC 0.1%
Value ($000) $689 Shares 2,364 Est. Cost $208.88 Unrealized +39.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $688 Shares 2,595 Est. Cost $177.31 Unrealized +32.3%
DE DEERE & CO 0.1%
Value ($000) $676 Shares 1,806 Est. Cost $164.98 Unrealized +86.4%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $660 Shares 1,395 Est. Cost $559.21 Unrealized -13.4%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $659 Shares 9,535 Est. Cost $50.42 Unrealized +19.2%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $654 Shares 4,905 Est. Cost $106.71 Unrealized -8.1%
PTF INVESCO 0.1%
Value ($000) $650 Shares 4,520 Est. Cost $59.85 Unrealized
AME AMETEK INC 0.1%
Value ($000) $636 Shares 4,980 Est. Cost $49.70 Unrealized +135.2%
VNQ VANGUARD 0.1%
Value ($000) $625 Shares 6,799 Est. Cost $82.59 Unrealized
IJH ISHARES 0.1%
Value ($000) $621 Shares 2,385 Est. Cost $180.11 Unrealized
VAW VANGUARD 0.1%
Value ($000) $612 Shares 3,540 Est. Cost $118.92 Unrealized
VIACOMCBS INC 0.1%
Value ($000) $603 Shares 13,366 Est. Cost $41.95 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $569 Shares 2,393 Est. Cost $137.11 Unrealized +61.8%
XEL XCEL ENERGY INC 0.1%
Value ($000) $563 Shares 8,455 Est. Cost $56.07 Unrealized -3.6%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $541 Shares 9,989 Est. Cost $40.93 Unrealized +3.9%
NKE NIKE INC 0.1%
Value ($000) $541 Shares 4,069 Est. Cost $82.95 Unrealized +56.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $537 Shares 727 Est. Cost $180.64 Unrealized +39.3%
LHX L3 HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $533 Shares 2,632 Est. Cost $166.21 Unrealized +2.1%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $529 Shares 5,812 Est. Cost $69.41 Unrealized -2.3%
CMI CUMMINS INC 0.1%
Value ($000) $523 Shares 2,017 Est. Cost $210.52 Unrealized +5.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $521 Shares 7,270 Est. Cost $48.44 Unrealized +18.1%
DDOG DATADOG INC 0.1%
Value ($000) $487 Shares 5,840 Est. Cost $88.13 Unrealized +9.4%
IVW ISHARES 0.1%
Value ($000) $483 Shares 7,413 Est. Cost $91.83 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $482 Shares 7,639 Est. Cost $46.77 Unrealized +9.1%
MMM 3M CO 0.1%
Value ($000) $475 Shares 2,462 Est. Cost $122.79 Unrealized +1.9%
OGE OGE ENERGY CORP 0.1%
Value ($000) $469 Shares 14,508 Est. Cost $36.53 Unrealized -13.7%
ETN EATON CORP PLC 0.1%
Value ($000) $468 Shares 3,380 Est. Cost $65.54 Unrealized +81.5%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $468 Shares 6,199 Est. Cost $95.87 Unrealized -14.8%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $456 Shares 2,871 Est. Cost $158.83 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $456 Shares 13,846 Est. Cost $13.59 Unrealized +123.3%
PROOFPOINT INC 0.1%
Value ($000) $455 Shares 3,614 Est. Cost $111.42 Unrealized
IJR ISHARES 0.1%
Value ($000) $438 Shares 4,038 Est. Cost $76.93 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $422 Shares 2,721 Est. Cost $100.85 Unrealized +39.9%
WMB WILLIAMS COS INC 0.1%
Value ($000) $410 Shares 17,296 Est. Cost $18.01 Unrealized -1.0%
FTV FORTIVE CORP COM 0.1%
Value ($000) $403 Shares 5,702 Est. Cost $35.54 Unrealized +42.6%
CSX CSX CORP 0.1%
Value ($000) $403 Shares 4,174 Est. Cost $20.94 Unrealized +36.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $402 Shares 4,561 Est. Cost $59.30 Unrealized +39.6%
IR INGERSOLL RAND INC 0.1%
Value ($000) $397 Shares 8,079 Est. Cost $31.60 Unrealized +45.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $387 Shares 2,783 Est. Cost $103.67 Unrealized +6.9%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $378 Shares 3,600 Est. Cost $67.82 Unrealized +24.5%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $374 Shares 2,258 Est. Cost $93.73 Unrealized +55.2%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $372 Shares 4,810 Est. Cost $54.89 Unrealized +18.9%
BANF BANCFIRST CORP 0.1%
Value ($000) $369 Shares 5,222 Est. Cost $32.74 Unrealized +84.6%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $362 Shares 1,026 Est. Cost $186.39 Unrealized +71.5%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $355 Shares 18,947 Est. Cost $8.92 Unrealized +27.5%
VTV VANGUARD 0.1%
Value ($000) $351 Shares 2,667 Est. Cost $108.55 Unrealized
AA ALCOA CORP COM 0.1%
Value ($000) $347 Shares 10,679 Est. Cost $12.82 Unrealized +88.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $345 Shares 3,885 Est. Cost $66.81 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $344 Shares 4,077 Est. Cost $75.57 Unrealized -5.4%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $340 Shares 8,036 Est. Cost $34.33 Unrealized +6.1%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $338 Shares 8,463 Est. Cost $25.55 Unrealized +12.0%
MRNA MODERNA INC 0.1%
Value ($000) $336 Shares 2,569 Est. Cost $144.91 Unrealized 0.0%
STT STATE STREET CORP 0.0%
Value ($000) $307 Shares 3,652 Est. Cost $60.93 Unrealized +8.4%
EMB ISHARES 0.0%
Value ($000) $303 Shares 2,784 Est. Cost $110.60 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $299 Shares 1,601 Est. Cost $107.55 Unrealized +73.0%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $283 Shares 3,167 Est. Cost $56.53 Unrealized +32.5%
RZG INVESCO 0.0%
Value ($000) $278 Shares 1,765 Est. Cost $138.24 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $276 Shares 2,550 Est. Cost $62.54 Unrealized +54.6%
CTAS CINTAS CORP 0.0%
Value ($000) $273 Shares 800 Est. Cost $54.66 Unrealized +48.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $267 Shares 1,105 Est. Cost $179.43 Unrealized +13.8%
RFG INVESCO 0.0%
Value ($000) $254 Shares 1,156 Est. Cost $202.42 Unrealized
UNILEVER PLC SPONSORED ADR NEW 0.0%
Value ($000) $253 Shares 4,532 Est. Cost $60.19 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $247 Shares 500 Est. Cost $494.00 Unrealized
VB VANGUARD 0.0%
Value ($000) $237 Shares 1,108 Est. Cost $145.94 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $237 Shares 444 Est. Cost $11.60 Unrealized +15.6%
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $236 Shares 496 Est. Cost $419.35 Unrealized
SPHD INVESCO 0.0%
Value ($000) $236 Shares 5,511 Est. Cost $42.29 Unrealized
PEJ INVESCO 0.0%
Value ($000) $232 Shares 5,045 Est. Cost $40.04 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $232 Shares 1,799 Est. Cost $102.44 Unrealized +5.6%
OGS ONE GAS INC COM 0.0%
Value ($000) $225 Shares 2,920 Est. Cost $72.97 Unrealized 0.0%
VYM VANGUARD 0.0%
Value ($000) $222 Shares 2,200 Est. Cost $91.36 Unrealized
VGT VANGUARD 0.0%
Value ($000) $219 Shares 611 Est. Cost $311.94 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $209 Shares 5,889 Est. Cost $27.88 Unrealized 0.0%
VOO VANGUARD 0.0%
Value ($000) $208 Shares 570 Est. Cost $308.32 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $206 Shares 2,411 Est. Cost $77.92 Unrealized 0.0%
VUG VANGUARD 0.0%
Value ($000) $205 Shares 796 Est. Cost $253.77 Unrealized
USHY ISHARES 0.0%
Value ($000) $205 Shares 4,968 Est. Cost $41.21 Unrealized
IDU ISHARES 0.0%
Value ($000) $204 Shares 2,558 Est. Cost $79.75 Unrealized
VT VANGUARD 0.0%
Value ($000) $204 Shares 2,102 Est. Cost $97.05 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $201 Shares 2,551 Est. Cost $68.07 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $199 Shares 25,844 Est. Cost $9.57 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $120 Shares 30,201 Est. Cost $2.53 Unrealized