Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value ($000): $699,587 (100.0% shares, 0.0% debt)

Holdings (242)

VEA VANGUARD 4.8%
Value ($000) $33,903 Shares 658,050 Est. Cost $39.53 Unrealized
MSFT MICROSOFT CORP 4.8%
Value ($000) $33,356 Shares 123,131 Est. Cost $80.80 Unrealized +202.9%
AAPL APPLE INC 4.8%
Value ($000) $33,280 Shares 242,990 Est. Cost $85.78 Unrealized +47.4%
VWO VANGUARD 2.3%
Value ($000) $16,436 Shares 302,633 Est. Cost $40.10 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $13,392 Shares 41,998 Est. Cost $148.84 Unrealized +90.7%
DHR DANAHER CORP 1.9%
Value ($000) $13,311 Shares 49,603 Est. Cost $87.60 Unrealized +147.9%
GOOG ALPHABET INC 1.8%
Value ($000) $12,517 Shares 4,994 Est. Cost $44.87 Unrealized +163.7%
BARCLAYS ETN SHILLER CAPET 1.8%
Value ($000) $12,404 Shares 591,785 Est. Cost $30.75 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $11,248 Shares 68,278 Est. Cost $103.85 Unrealized +39.5%
QCOM QUALCOMM INC 1.5%
Value ($000) $10,817 Shares 75,686 Est. Cost $51.30 Unrealized +138.1%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $10,800 Shares 69,433 Est. Cost $82.22 Unrealized +70.0%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $10,080 Shares 25,172 Est. Cost $219.46 Unrealized +68.2%
ITW ILLINOIS TOOL WORKS INC 1.4%
Value ($000) $10,003 Shares 44,745 Est. Cost $111.77 Unrealized +83.4%
SBUX STARBUCKS CORP 1.4%
Value ($000) $9,582 Shares 85,700 Est. Cost $63.70 Unrealized +59.6%
PAYC PAYCOM SOFTWARE INC 1.3%
Value ($000) $9,386 Shares 25,824 Est. Cost $50.84 Unrealized +583.4%
ABBV ABBVIE INC 1.3%
Value ($000) $9,188 Shares 81,570 Est. Cost $52.48 Unrealized +80.6%
META FACEBOOK INC CLASS A 1.3%
Value ($000) $8,998 Shares 25,879 Est. Cost $223.86 Unrealized +42.3%
GOOGL ALPHABET INC 1.3%
Value ($000) $8,830 Shares 3,616 Est. Cost $58.35 Unrealized +98.7%
SPY SPDR S&P 500 (MKT) 1.3%
Value ($000) $8,786 Shares 20,526 Est. Cost $284.82 Unrealized
SCZ ISHARES 1.2%
Value ($000) $8,340 Shares 112,452 Est. Cost $54.41 Unrealized
AMT AMERICAN TOWER CORP 1.1%
Value ($000) $7,926 Shares 29,340 Est. Cost $176.85 Unrealized +25.1%
V VISA INC 1.1%
Value ($000) $7,865 Shares 33,639 Est. Cost $147.65 Unrealized +49.7%
INTC INTEL CORP 1.1%
Value ($000) $7,860 Shares 139,995 Est. Cost $42.85 Unrealized +25.0%
ABT ABBOTT LABS 1.1%
Value ($000) $7,843 Shares 67,657 Est. Cost $67.16 Unrealized +59.7%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value ($000) $7,593 Shares 27,321 Est. Cost $198.99 Unrealized +40.4%
AMZN AMAZON COM INC 1.1%
Value ($000) $7,585 Shares 2,205 Est. Cost $113.92 Unrealized +45.9%
IVV ISHARES 1.1%
Value ($000) $7,396 Shares 17,206 Est. Cost $281.91 Unrealized
ACN ACCENTURE PLC A 1.0%
Value ($000) $7,331 Shares 24,868 Est. Cost $166.00 Unrealized +61.5%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $7,214 Shares 32,890 Est. Cost $110.63 Unrealized +73.7%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $7,088 Shares 35,686 Est. Cost $128.20 Unrealized +37.5%
MCD MCDONALD'S CORP 1.0%
Value ($000) $7,019 Shares 30,385 Est. Cost $123.58 Unrealized +69.4%
WMT WALMART INC 1.0%
Value ($000) $6,951 Shares 49,288 Est. Cost $24.96 Unrealized +75.5%
LOW LOWES COS INC 1.0%
Value ($000) $6,721 Shares 34,655 Est. Cost $86.32 Unrealized +108.0%
TIP ISHARES 0.9%
Value ($000) $6,587 Shares 51,453 Est. Cost $114.75 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $6,294 Shares 38,093 Est. Cost $92.42 Unrealized +60.0%
LAM RESEARCH CORP 0.9%
Value ($000) $6,243 Shares 9,594 Est. Cost $358.48 Unrealized
DIS WALT DISNEY CO 0.9%
Value ($000) $6,154 Shares 35,015 Est. Cost $109.37 Unrealized +60.7%
ORCL ORACLE CORP 0.8%
Value ($000) $5,914 Shares 75,985 Est. Cost $49.30 Unrealized +49.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.8%
Value ($000) $5,716 Shares 48,154 Est. Cost $61.78 Unrealized +75.3%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $5,550 Shares 104,720 Est. Cost $37.96 Unrealized +20.7%
CVX CHEVRON CORP 0.8%
Value ($000) $5,488 Shares 52,391 Est. Cost $83.60 Unrealized +4.2%
USB US BANCORP 0.7%
Value ($000) $5,234 Shares 91,870 Est. Cost $37.63 Unrealized +26.8%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $5,221 Shares 27,144 Est. Cost $83.17 Unrealized +97.4%
VIG VANGUARD 0.7%
Value ($000) $5,163 Shares 33,353 Est. Cost $107.47 Unrealized
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $4,717 Shares 34,959 Est. Cost $72.10 Unrealized +67.4%
CMCSA COMCAST CORP 0.7%
Value ($000) $4,636 Shares 81,301 Est. Cost $38.53 Unrealized +27.3%
MS MORGAN STANLEY 0.6%
Value ($000) $4,528 Shares 49,389 Est. Cost $37.90 Unrealized +94.5%
MRK MERCK & CO INC 0.6%
Value ($000) $4,516 Shares 58,078 Est. Cost $59.19 Unrealized +8.4%
TGT TARGET CORP 0.6%
Value ($000) $4,384 Shares 18,134 Est. Cost $81.79 Unrealized +134.2%
KO COCA-COLA CO 0.6%
Value ($000) $4,122 Shares 76,183 Est. Cost $34.38 Unrealized +37.5%
IEMG ISHARES 0.6%
Value ($000) $4,110 Shares 61,362 Est. Cost $48.35 Unrealized
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $4,080 Shares 28,658 Est. Cost $83.26 Unrealized +54.7%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $3,921 Shares 13,453 Est. Cost $131.65 Unrealized +100.2%
VCIT VANGUARD 0.6%
Value ($000) $3,897 Shares 40,988 Est. Cost $95.18 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,844 Shares 60,942 Est. Cost $52.33 Unrealized -4.4%
RVTY PERKINELMER INC 0.5%
Value ($000) $3,832 Shares 24,819 Est. Cost $139.07 Unrealized 0.0%
UPS UNITED PARCEL SERVICE 0.5%
Value ($000) $3,800 Shares 18,273 Est. Cost $87.92 Unrealized +86.7%
MO ALTRIA GROUP INC 0.5%
Value ($000) $3,758 Shares 78,830 Est. Cost $31.27 Unrealized +8.7%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $3,545 Shares 13,010 Est. Cost $210.65 Unrealized +24.8%
VTIP VANGUARD 0.5%
Value ($000) $3,500 Shares 66,784 Est. Cost $51.63 Unrealized
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $3,306 Shares 52,946 Est. Cost $44.51 Unrealized +22.7%
GLW CORNING INC 0.5%
Value ($000) $3,275 Shares 80,054 Est. Cost $26.76 Unrealized +43.1%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $3,225 Shares 22,924 Est. Cost $89.37 Unrealized +40.1%
RSP INVESCO 0.5%
Value ($000) $3,182 Shares 21,106 Est. Cost $119.57 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $3,058 Shares 35,643 Est. Cost $67.29 Unrealized +4.9%
GPC GENUINE PARTS CO 0.4%
Value ($000) $3,058 Shares 24,183 Est. Cost $84.75 Unrealized +30.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,014 Shares 7,964 Est. Cost $295.61 Unrealized +14.5%
IEFA ISHARES 0.4%
Value ($000) $3,007 Shares 40,162 Est. Cost $59.22 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,880 Shares 41,815 Est. Cost $50.75 Unrealized +10.1%
GPN GLOBAL PAYMENTS INC 0.4%
Value ($000) $2,688 Shares 14,336 Est. Cost $163.02 Unrealized +18.3%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $2,681 Shares 17,332 Est. Cost $79.69 Unrealized +73.9%
AVY AVERY DENNISON CORP 0.4%
Value ($000) $2,672 Shares 12,707 Est. Cost $124.00 Unrealized +56.5%
VPU VANGUARD 0.4%
Value ($000) $2,670 Shares 19,245 Est. Cost $112.65 Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $2,639 Shares 24,596 Est. Cost $63.19 Unrealized +39.7%
GVI ISHARES 0.4%
Value ($000) $2,525 Shares 21,840 Est. Cost $111.55 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $2,494 Shares 16,832 Est. Cost $87.64 Unrealized +44.0%
PFE PFIZER INC 0.4%
Value ($000) $2,479 Shares 63,303 Est. Cost $24.23 Unrealized +27.9%
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $2,472 Shares 12,955 Est. Cost $102.03 Unrealized +55.5%
AMGN AMGEN INC 0.3%
Value ($000) $2,369 Shares 9,719 Est. Cost $180.68 Unrealized +17.6%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,356 Shares 10,827 Est. Cost $86.61 Unrealized +144.6%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,355 Shares 38,659 Est. Cost $46.29 Unrealized +1.9%
VOX VANGUARD 0.3%
Value ($000) $2,338 Shares 16,257 Est. Cost $95.76 Unrealized
BLACKROCK INC 0.3%
Value ($000) $2,318 Shares 2,649 Est. Cost $520.16 Unrealized
BAC BANK OF AMERICA CORPORATION 0.3%
Value ($000) $2,302 Shares 55,835 Est. Cost $25.70 Unrealized +42.3%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $2,294 Shares 41,330 Est. Cost $41.08 Unrealized +14.5%
EEM ISHARES 0.3%
Value ($000) $2,254 Shares 40,864 Est. Cost $41.49 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,192 Shares 9,969 Est. Cost $136.17 Unrealized +47.2%
JMBS JANUS HENDERSON 0.3%
Value ($000) $2,189 Shares 41,192 Est. Cost $52.25 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.3%
Value ($000) $2,170 Shares 13,496 Est. Cost $108.57 Unrealized +43.4%
DHI DR HORTON INC 0.3%
Value ($000) $2,102 Shares 23,264 Est. Cost $49.85 Unrealized +79.8%
MET METLIFE INC 0.3%
Value ($000) $2,017 Shares 33,711 Est. Cost $35.25 Unrealized +56.2%
VIGI VANGUARD 0.3%
Value ($000) $2,014 Shares 23,020 Est. Cost $65.41 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $1,926 Shares 31,868 Est. Cost $49.54 Unrealized +5.6%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,869 Shares 4,924 Est. Cost $189.90 Unrealized +68.2%
VCSH VANGUARD 0.3%
Value ($000) $1,826 Shares 22,075 Est. Cost $80.82 Unrealized
PCAR PACCAR INC 0.3%
Value ($000) $1,795 Shares 20,115 Est. Cost $37.29 Unrealized +37.2%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $1,753 Shares 60,075 Est. Cost $11.85 Unrealized +70.9%
GM GENERAL MTRS CO 0.2%
Value ($000) $1,721 Shares 29,084 Est. Cost $49.98 Unrealized +13.5%
PB PROSPERITY BANCSHARES INC 0.2%
Value ($000) $1,676 Shares 23,345 Est. Cost $56.04 Unrealized +14.3%
BRK/A BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,674 Shares 6 Est. Cost $279327.44 Unrealized +50.5%
VNQI VANGUARD 0.2%
Value ($000) $1,632 Shares 27,960 Est. Cost $53.24 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,621 Shares 6,769 Est. Cost $184.82 Unrealized +30.8%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,593 Shares 19,089 Est. Cost $60.24 Unrealized +17.0%
ORLY O REILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,593 Shares 2,814 Est. Cost $26.84 Unrealized +33.7%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,568 Shares 9,865 Est. Cost $127.27 Unrealized +22.0%
FDX FEDEX CORP 0.2%
Value ($000) $1,540 Shares 5,163 Est. Cost $224.76 Unrealized +20.3%
FISV FISERV INC 0.2%
Value ($000) $1,485 Shares 13,900 Est. Cost $87.81 Unrealized +32.4%
BBY BEST BUY CO INC 0.2%
Value ($000) $1,419 Shares 12,341 Est. Cost $58.95 Unrealized +61.1%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,402 Shares 14,204 Est. Cost $67.13 Unrealized +24.9%
EQIX EQUINIX INC 0.2%
Value ($000) $1,393 Shares 1,735 Est. Cost $556.56 Unrealized +22.0%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $1,372 Shares 6,634 Est. Cost $180.47 Unrealized +8.5%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,327 Shares 5,435 Est. Cost $143.31 Unrealized +58.9%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,306 Shares 6,042 Est. Cost $182.80 Unrealized +7.0%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,292 Shares 7,421 Est. Cost $126.80 Unrealized +35.9%
OKE ONEOK INC 0.2%
Value ($000) $1,277 Shares 22,963 Est. Cost $35.45 Unrealized +16.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,246 Shares 17,001 Est. Cost $58.00 Unrealized +14.7%
NOW SERVICENOW INC 0.2%
Value ($000) $1,182 Shares 2,150 Est. Cost $76.61 Unrealized +32.3%
HEI/A HEICO CORP 0.2%
Value ($000) $1,181 Shares 9,510 Est. Cost $72.61 Unrealized +73.0%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.2%
Value ($000) $1,163 Shares 14,727 Est. Cost $61.83 Unrealized
IDEV ISHARES 0.2%
Value ($000) $1,139 Shares 16,892 Est. Cost $62.20 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,136 Shares 2,253 Est. Cost $413.16 Unrealized +12.8%
IWR ISHARES 0.2%
Value ($000) $1,124 Shares 14,190 Est. Cost $68.56 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $1,111 Shares 3,044 Est. Cost $273.34 Unrealized +32.5%
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $1,101 Shares 14,760 Est. Cost $43.35 Unrealized +34.5%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,096 Shares 2,955 Est. Cost $39.02 Unrealized +51.8%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $1,076 Shares 5,773 Est. Cost $124.46 Unrealized +33.8%
IVW ISHARES 0.2%
Value ($000) $1,074 Shares 14,768 Est. Cost $82.31 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $1,045 Shares 19,478 Est. Cost $40.99 Unrealized +19.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,023 Shares 3,854 Est. Cost $159.93 Unrealized +56.5%
MAR MARRIOTT INTL INC 0.1%
Value ($000) $1,010 Shares 7,401 Est. Cost $85.00 Unrealized +63.6%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $990 Shares 5,834 Est. Cost $88.78 Unrealized +76.1%
ADM ARCHER-DANIELS-MIDLAND CO 0.1%
Value ($000) $960 Shares 15,849 Est. Cost $55.76 Unrealized 0.0%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $929 Shares 21,476 Est. Cost $36.49 Unrealized +23.4%
JNK SPDR 0.1%
Value ($000) $927 Shares 8,428 Est. Cost $102.99 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $924 Shares 14,612 Est. Cost $42.74 Unrealized +54.1%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $907 Shares 4,581 Est. Cost $55.33 Unrealized +173.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $906 Shares 16,152 Est. Cost $40.12 Unrealized +8.2%
DTE DTE ENERGY CO 0.1%
Value ($000) $885 Shares 6,827 Est. Cost $88.99 Unrealized +12.6%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $868 Shares 32,859 Est. Cost $24.36 Unrealized
T AT&T INC 0.1%
Value ($000) $850 Shares 29,537 Est. Cost $16.00 Unrealized +6.2%
IHS MARKIT LTD SHS 0.1%
Value ($000) $842 Shares 7,473 Est. Cost $75.58 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $835 Shares 8,672 Est. Cost $49.52 Unrealized +72.7%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $835 Shares 1,426 Est. Cost $364.98 Unrealized +41.2%
HSY HERSHEY CO 0.1%
Value ($000) $812 Shares 4,658 Est. Cost $101.76 Unrealized +48.0%
MTN VAIL RESORTS INC 0.1%
Value ($000) $784 Shares 2,478 Est. Cost $213.94 Unrealized +49.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $773 Shares 3,178 Est. Cost $219.31 Unrealized +1.3%
EFA ISHARES 0.1%
Value ($000) $764 Shares 9,682 Est. Cost $63.52 Unrealized
IWM ISHARES 0.1%
Value ($000) $759 Shares 3,307 Est. Cost $168.66 Unrealized
DON WISDOMTREE 0.1%
Value ($000) $745 Shares 17,755 Est. Cost $35.05 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $743 Shares 9,255 Est. Cost $54.19 Unrealized +29.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $725 Shares 4,946 Est. Cost $106.71 Unrealized +6.3%
NWL NEWELL BRANDS 0.1%
Value ($000) $707 Shares 25,748 Est. Cost $20.01 Unrealized +12.1%
LQD ISHARES 0.1%
Value ($000) $703 Shares 5,234 Est. Cost $134.31 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $693 Shares 6,808 Est. Cost $82.59 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $678 Shares 2,886 Est. Cost $148.62 Unrealized +20.2%
PTF INVESCO 0.1%
Value ($000) $675 Shares 4,520 Est. Cost $59.85 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $669 Shares 727 Est. Cost $180.64 Unrealized +55.3%
AME AMETEK INC 0.1%
Value ($000) $665 Shares 4,980 Est. Cost $49.70 Unrealized +161.3%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $663 Shares 6,815 Est. Cost $110.59 Unrealized -13.3%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $660 Shares 1,181 Est. Cost $559.21 Unrealized -9.9%
DE DEERE & CO 0.1%
Value ($000) $644 Shares 1,825 Est. Cost $166.83 Unrealized +105.5%
VAW VANGUARD 0.1%
Value ($000) $640 Shares 3,540 Est. Cost $118.92 Unrealized
IJH ISHARES 0.1%
Value ($000) $640 Shares 2,385 Est. Cost $180.11 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $635 Shares 6,097 Est. Cost $88.22 Unrealized +2.4%
NKE NIKE INC 0.1%
Value ($000) $624 Shares 4,037 Est. Cost $82.95 Unrealized +51.5%
NVDA NVIDIA CORP 0.1%
Value ($000) $608 Shares 760 Est. Cost $13.42 Unrealized +19.1%
VIACOMCBS INC 0.1%
Value ($000) $604 Shares 13,366 Est. Cost $41.95 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $587 Shares 5,728 Est. Cost $69.41 Unrealized +17.8%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $581 Shares 9,634 Est. Cost $50.60 Unrealized +33.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $570 Shares 8,524 Est. Cost $47.51 Unrealized +13.4%
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $565 Shares 2,393 Est. Cost $137.11 Unrealized +76.5%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $547 Shares 9,802 Est. Cost $40.93 Unrealized +19.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $546 Shares 8,285 Est. Cost $56.07 Unrealized +6.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $546 Shares 7,001 Est. Cost $48.44 Unrealized +36.2%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $542 Shares 12,682 Est. Cost $38.02 Unrealized +10.7%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $518 Shares 1,309 Est. Cost $221.26 Unrealized +62.3%
MMM 3M CO 0.1%
Value ($000) $498 Shares 2,503 Est. Cost $123.08 Unrealized +14.1%
OGE OGE ENERGY CORP 0.1%
Value ($000) $487 Shares 14,508 Est. Cost $36.53 Unrealized -7.7%
CMI CUMMINS INC 0.1%
Value ($000) $484 Shares 1,985 Est. Cost $210.52 Unrealized +8.4%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $483 Shares 12,999 Est. Cost $13.59 Unrealized +168.8%
ETN EATON CORP PLC 0.1%
Value ($000) $479 Shares 3,229 Est. Cost $65.54 Unrealized +104.3%
OSK OSHKOSH CORPORATION 0.1%
Value ($000) $477 Shares 3,831 Est. Cost $116.79 Unrealized 0.0%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $467 Shares 2,874 Est. Cost $158.83 Unrealized
IJR ISHARES 0.1%
Value ($000) $456 Shares 4,040 Est. Cost $76.93 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $455 Shares 2,641 Est. Cost $100.85 Unrealized +46.4%
WMB WILLIAMS COS INC 0.1%
Value ($000) $441 Shares 16,615 Est. Cost $18.01 Unrealized +13.4%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $433 Shares 5,188 Est. Cost $95.87 Unrealized -17.3%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $421 Shares 1,026 Est. Cost $186.39 Unrealized +98.4%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $418 Shares 3,615 Est. Cost $67.82 Unrealized +46.4%
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $416 Shares 2,258 Est. Cost $93.73 Unrealized +79.2%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $408 Shares 10,013 Est. Cost $26.83 Unrealized +26.0%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $400 Shares 4,699 Est. Cost $54.89 Unrealized +37.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $399 Shares 4,701 Est. Cost $59.98 Unrealized +37.3%
CSX CSX CORP 0.1%
Value ($000) $395 Shares 12,300 Est. Cost $27.56 Unrealized +12.3%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $385 Shares 7,925 Est. Cost $34.33 Unrealized +22.3%
LEN LENNAR CORP 0.1%
Value ($000) $382 Shares 3,848 Est. Cost $90.32 Unrealized 0.0%
FTV FORTIVE CORP COM 0.1%
Value ($000) $375 Shares 5,390 Est. Cost $35.54 Unrealized +48.7%
LLY ELI LILLY & CO 0.1%
Value ($000) $369 Shares 1,611 Est. Cost $107.55 Unrealized +78.4%
IR INGERSOLL RAND INC 0.1%
Value ($000) $368 Shares 7,546 Est. Cost $31.60 Unrealized +54.5%
VTV VANGUARD 0.1%
Value ($000) $367 Shares 2,667 Est. Cost $108.55 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $366 Shares 3,695 Est. Cost $66.81 Unrealized +14.4%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $366 Shares 2,734 Est. Cost $103.67 Unrealized +8.4%
HPQ HP INC COM 0.1%
Value ($000) $361 Shares 11,953 Est. Cost $27.18 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $347 Shares 1,811 Est. Cost $188.10 Unrealized 0.0%
AA ALCOA CORP COM 0.0%
Value ($000) $333 Shares 9,041 Est. Cost $12.82 Unrealized +170.8%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $327 Shares 16,708 Est. Cost $8.92 Unrealized +40.1%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $318 Shares 3,947 Est. Cost $75.57 Unrealized +0.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $314 Shares 1,707 Est. Cost $146.68 Unrealized 0.0%
EMB ISHARES 0.0%
Value ($000) $308 Shares 2,742 Est. Cost $110.60 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $305 Shares 800 Est. Cost $54.66 Unrealized +55.4%
STT STATE STREET CORP 0.0%
Value ($000) $301 Shares 3,652 Est. Cost $60.93 Unrealized +18.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $293 Shares 2,550 Est. Cost $62.54 Unrealized +72.8%
RZG INVESCO 0.0%
Value ($000) $287 Shares 1,765 Est. Cost $138.24 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $278 Shares 500 Est. Cost $494.00 Unrealized
BANF BANCFIRST CORP 0.0%
Value ($000) $276 Shares 4,419 Est. Cost $32.74 Unrealized +93.1%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $274 Shares 3,167 Est. Cost $56.53 Unrealized +40.4%
PEJ INVESCO 0.0%
Value ($000) $264 Shares 5,045 Est. Cost $40.04 Unrealized
RFG INVESCO 0.0%
Value ($000) $262 Shares 1,156 Est. Cost $202.42 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $261 Shares 1,100 Est. Cost $179.43 Unrealized +28.0%
UNILEVER PLC SPONSORED ADR NEW 0.0%
Value ($000) $251 Shares 4,293 Est. Cost $60.19 Unrealized
VB VANGUARD 0.0%
Value ($000) $249 Shares 1,108 Est. Cost $145.94 Unrealized
VGT VANGUARD 0.0%
Value ($000) $244 Shares 611 Est. Cost $311.94 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $244 Shares 496 Est. Cost $419.35 Unrealized
SPHD INVESCO 0.0%
Value ($000) $243 Shares 5,511 Est. Cost $42.29 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $240 Shares 1,713 Est. Cost $102.44 Unrealized +25.5%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $235 Shares 22,055 Est. Cost $9.57 Unrealized
VUG VANGUARD 0.0%
Value ($000) $233 Shares 811 Est. Cost $254.39 Unrealized
VYM VANGUARD 0.0%
Value ($000) $230 Shares 2,200 Est. Cost $91.36 Unrealized
VOO VANGUARD 0.0%
Value ($000) $225 Shares 570 Est. Cost $308.32 Unrealized
VT VANGUARD 0.0%
Value ($000) $218 Shares 2,102 Est. Cost $97.05 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $216 Shares 453 Est. Cost $42.05 Unrealized 0.0%
MGM MGM RESORTS INTL 0.0%
Value ($000) $213 Shares 5,000 Est. Cost $41.35 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $211 Shares 931 Est. Cost $226.64 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $211 Shares 2,840 Est. Cost $72.97 Unrealized +5.5%
VTI VANGUARD 0.0%
Value ($000) $207 Shares 930 Est. Cost $222.58 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $206 Shares 2,411 Est. Cost $77.92 Unrealized +9.9%
FRCB FIRST REP BK SAN FRAN CA 0.0%
Value ($000) $205 Shares 1,093 Est. Cost $181.61 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value ($000) $203 Shares 4,678 Est. Cost $34.99 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $203 Shares 5,889 Est. Cost $27.88 Unrealized +9.5%
IDU ISHARES 0.0%
Value ($000) $201 Shares 2,558 Est. Cost $79.75 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $201 Shares 4,530 Est. Cost $27.36 Unrealized 0.0%
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $156 Shares 30,201 Est. Cost $2.53 Unrealized