Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $710,493 (100.0% shares, 0.0% debt)

Holdings (271)

MSFT MICROSOFT CORP 6.3%
Value ($000) $44,784 Shares 119,093 Est. Cost $87.32 Unrealized +301.2%
AAPL APPLE INC 6.2%
Value ($000) $44,191 Shares 229,529 Est. Cost $87.25 Unrealized +109.5%
VEA VANGUARD 3.7%
Value ($000) $26,397 Shares 551,088 Est. Cost $39.53 Unrealized
GOOG ALPHABET INC 2.2%
Value ($000) $15,511 Shares 110,065 Est. Cost $108.47 Unrealized +24.2%
ABBV ABBVIE INC 1.9%
Value ($000) $13,845 Shares 89,341 Est. Cost $57.95 Unrealized +134.2%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $13,387 Shares 25,428 Est. Cost $235.50 Unrealized +117.1%
QCOM QUALCOMM INC 1.9%
Value ($000) $13,319 Shares 92,090 Est. Cost $66.99 Unrealized +76.6%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $12,423 Shares 73,031 Est. Cost $85.37 Unrealized +69.7%
HD HOME DEPOT INC 1.6%
Value ($000) $11,521 Shares 33,245 Est. Cost $160.36 Unrealized +83.2%
SPY SPDR S&P 500 (MKT) 1.6%
Value ($000) $11,339 Shares 23,857 Est. Cost $320.68 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $10,674 Shares 68,100 Est. Cost $105.75 Unrealized +35.8%
V VISA INC 1.5%
Value ($000) $10,444 Shares 40,117 Est. Cost $159.88 Unrealized +51.8%
GOOGL ALPHABET INC 1.4%
Value ($000) $10,212 Shares 73,105 Est. Cost $108.30 Unrealized +23.1%
ORCL ORACLE CORP 1.2%
Value ($000) $8,623 Shares 81,789 Est. Cost $53.20 Unrealized +100.6%
VWO VANGUARD 1.1%
Value ($000) $8,164 Shares 198,638 Est. Cost $40.10 Unrealized
WMT WALMART INC 1.1%
Value ($000) $7,990 Shares 50,682 Est. Cost $25.27 Unrealized +104.4%
LOW LOWES COS INC 1.1%
Value ($000) $7,874 Shares 35,379 Est. Cost $96.13 Unrealized +102.6%
ACN ACCENTURE PLC A 1.1%
Value ($000) $7,620 Shares 21,715 Est. Cost $166.00 Unrealized +88.4%
AMZN AMAZON COM INC 1.1%
Value ($000) $7,602 Shares 50,034 Est. Cost $125.06 Unrealized +12.1%
SBUX STARBUCKS CORP 1.0%
Value ($000) $7,445 Shares 77,545 Est. Cost $63.70 Unrealized +44.7%
DHR DANAHER CORP 1.0%
Value ($000) $7,114 Shares 30,751 Est. Cost $95.33 Unrealized +120.7%
MRK MERCK & CO INC 1.0%
Value ($000) $7,029 Shares 64,478 Est. Cost $63.39 Unrealized +52.7%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $6,806 Shares 29,216 Est. Cost $128.20 Unrealized +73.2%
ABT ABBOTT LABS 0.9%
Value ($000) $6,612 Shares 60,069 Est. Cost $67.16 Unrealized +43.0%
INTC INTEL CORP 0.9%
Value ($000) $6,319 Shares 125,751 Est. Cost $43.00 Unrealized -6.9%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $6,258 Shares 42,702 Est. Cost $84.72 Unrealized +66.0%
AMT AMERICAN TOWER CORP 0.8%
Value ($000) $5,958 Shares 27,598 Est. Cost $180.17 Unrealized -2.8%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $5,901 Shares 31,498 Est. Cost $92.42 Unrealized +69.9%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $5,871 Shares 16,462 Est. Cost $204.25 Unrealized +71.8%
FISV FISERV INC 0.8%
Value ($000) $5,844 Shares 43,995 Est. Cost $100.60 Unrealized +22.0%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $5,789 Shares 57,905 Est. Cost $59.76 Unrealized +63.3%
ITW ILLINOIS TOOL WORKS INC 0.8%
Value ($000) $5,734 Shares 21,889 Est. Cost $111.77 Unrealized +103.4%
MS MORGAN STANLEY 0.8%
Value ($000) $5,677 Shares 60,878 Est. Cost $49.13 Unrealized +52.3%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $5,556 Shares 109,975 Est. Cost $38.25 Unrealized +25.4%
SCZ ISHARES 0.8%
Value ($000) $5,472 Shares 88,405 Est. Cost $54.41 Unrealized
VOO VANGUARD 0.8%
Value ($000) $5,360 Shares 12,272 Est. Cost $346.11 Unrealized
PAYC PAYCOM SOFTWARE INC 0.7%
Value ($000) $5,323 Shares 25,751 Est. Cost $50.84 Unrealized +309.1%
IVV ISHARES 0.7%
Value ($000) $5,310 Shares 11,117 Est. Cost $290.08 Unrealized
IVW ISHARES 0.7%
Value ($000) $5,143 Shares 68,484 Est. Cost $64.10 Unrealized
OKE ONEOK INC 0.7%
Value ($000) $5,088 Shares 72,463 Est. Cost $46.38 Unrealized +30.2%
CVX CHEVRON CORP 0.7%
Value ($000) $4,895 Shares 32,815 Est. Cost $102.18 Unrealized +34.9%
META META PLATFORMS INC CL A 0.7%
Value ($000) $4,869 Shares 13,756 Est. Cost $231.95 Unrealized +39.4%
TIP ISHARES 0.7%
Value ($000) $4,784 Shares 44,502 Est. Cost $115.98 Unrealized
CMCSA COMCAST CORP 0.6%
Value ($000) $4,585 Shares 104,561 Est. Cost $39.55 Unrealized +1.4%
DE DEERE & CO 0.6%
Value ($000) $4,488 Shares 11,224 Est. Cost $309.06 Unrealized +18.1%
JEPI JPMORGAN 0.6%
Value ($000) $4,310 Shares 78,396 Est. Cost $54.28 Unrealized
RSP INVESCO 0.6%
Value ($000) $4,233 Shares 26,828 Est. Cost $130.92 Unrealized
VTIP VANGUARD 0.6%
Value ($000) $4,145 Shares 87,273 Est. Cost $51.77 Unrealized
PSX PHILLIPS 66 0.6%
Value ($000) $4,059 Shares 30,485 Est. Cost $67.53 Unrealized +64.4%
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $4,011 Shares 31,233 Est. Cost $63.26 Unrealized +74.6%
MCD MCDONALD'S CORP 0.6%
Value ($000) $3,977 Shares 13,414 Est. Cost $131.07 Unrealized +97.4%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $3,861 Shares 53,310 Est. Cost $45.42 Unrealized +41.6%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $3,824 Shares 15,570 Est. Cost $163.95 Unrealized +27.6%
BLACKROCK INC 0.5%
Value ($000) $3,815 Shares 4,699 Est. Cost $599.11 Unrealized
SPDW SPDR 0.5%
Value ($000) $3,741 Shares 110,003 Est. Cost $28.84 Unrealized
VIG VANGUARD 0.5%
Value ($000) $3,668 Shares 21,524 Est. Cost $107.47 Unrealized
UPS UNITED PARCEL SERVICE 0.5%
Value ($000) $3,640 Shares 23,148 Est. Cost $103.24 Unrealized +30.0%
PEP PEPSICO INC 0.5%
Value ($000) $3,626 Shares 21,349 Est. Cost $106.54 Unrealized +44.3%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $3,554 Shares 43,876 Est. Cost $52.00 Unrealized +38.8%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $3,538 Shares 11,344 Est. Cost $213.89 Unrealized +23.4%
SCHX SCHWAB 0.5%
Value ($000) $3,497 Shares 62,000 Est. Cost $52.37 Unrealized
USB US BANCORP 0.5%
Value ($000) $3,493 Shares 80,696 Est. Cost $37.63 Unrealized -12.0%
HPE HEWLETT PACKARD ENTERPRISE CO 0.5%
Value ($000) $3,449 Shares 203,106 Est. Cost $14.08 Unrealized +9.1%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $3,335 Shares 15,902 Est. Cost $113.32 Unrealized +52.1%
CAT CATERPILLAR INC 0.5%
Value ($000) $3,314 Shares 11,208 Est. Cost $110.78 Unrealized +126.8%
TGT TARGET CORP 0.4%
Value ($000) $3,058 Shares 21,469 Est. Cost $106.16 Unrealized +6.5%
GPC GENUINE PARTS CO 0.4%
Value ($000) $2,990 Shares 21,585 Est. Cost $85.52 Unrealized +50.2%
AMGN AMGEN INC 0.4%
Value ($000) $2,981 Shares 10,350 Est. Cost $189.33 Unrealized +34.7%
MO ALTRIA GROUP INC 0.4%
Value ($000) $2,911 Shares 72,169 Est. Cost $31.34 Unrealized +11.1%
VB VANGUARD 0.4%
Value ($000) $2,910 Shares 13,641 Est. Cost $176.08 Unrealized
DIS WALT DISNEY CO 0.4%
Value ($000) $2,886 Shares 31,962 Est. Cost $111.43 Unrealized -22.6%
COF CAPITAL ONE FINANCIAL 0.4%
Value ($000) $2,670 Shares 20,360 Est. Cost $86.44 Unrealized +20.9%
ADM ARCHER-DANIELS-MIDLAND CO 0.4%
Value ($000) $2,646 Shares 36,635 Est. Cost $65.66 Unrealized +3.2%
PNC PNC FINANCIAL SERVICES GROUP INC 0.4%
Value ($000) $2,611 Shares 16,859 Est. Cost $113.82 Unrealized +5.4%
PCAR PACCAR INC 0.4%
Value ($000) $2,609 Shares 26,720 Est. Cost $45.79 Unrealized +78.6%
IEFA ISHARES 0.4%
Value ($000) $2,596 Shares 36,902 Est. Cost $59.67 Unrealized
LAM RESEARCH CORP 0.4%
Value ($000) $2,588 Shares 3,304 Est. Cost $379.47 Unrealized
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $2,550 Shares 75,742 Est. Cost $28.48 Unrealized -3.0%
VCIT VANGUARD 0.4%
Value ($000) $2,545 Shares 31,313 Est. Cost $94.82 Unrealized
KO COCA-COLA CO 0.3%
Value ($000) $2,469 Shares 41,891 Est. Cost $35.89 Unrealized +48.4%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $2,440 Shares 6,324 Est. Cost $223.10 Unrealized +42.4%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $2,415 Shares 53,321 Est. Cost $21.31 Unrealized +99.1%
UYLD ANGEL OAK 0.3%
Value ($000) $2,393 Shares 47,313 Est. Cost $50.59 Unrealized
MET METLIFE INC 0.3%
Value ($000) $2,309 Shares 34,918 Est. Cost $36.19 Unrealized +62.4%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $2,304 Shares 37,511 Est. Cost $111.94 Unrealized -48.9%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $2,297 Shares 12,122 Est. Cost $99.01 Unrealized +88.8%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $2,273 Shares 8,398 Est. Cost $195.54 Unrealized +24.3%
GLW CORNING INC 0.3%
Value ($000) $2,229 Shares 73,215 Est. Cost $26.76 Unrealized +1.4%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $2,171 Shares 6 Est. Cost $279327.44 Unrealized +91.1%
GVI ISHARES 0.3%
Value ($000) $2,021 Shares 19,292 Est. Cost $111.44 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,996 Shares 4,404 Est. Cost $315.38 Unrealized +32.4%
REGN REGENERON PHARMACEUTICALS INC 0.3%
Value ($000) $1,973 Shares 2,246 Est. Cost $616.52 Unrealized +32.8%
NVDA NVIDIA CORP 0.3%
Value ($000) $1,956 Shares 3,949 Est. Cost $24.36 Unrealized +90.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,948 Shares 16,003 Est. Cost $110.97 Unrealized -1.5%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $1,858 Shares 32,237 Est. Cost $55.66 Unrealized -8.9%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.3%
Value ($000) $1,815 Shares 16,488 Est. Cost $63.68 Unrealized
DHI DR HORTON INC 0.3%
Value ($000) $1,814 Shares 11,935 Est. Cost $63.45 Unrealized +90.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,803 Shares 15,533 Est. Cost $55.51 Unrealized +97.7%
PFE PFIZER INC 0.3%
Value ($000) $1,799 Shares 62,473 Est. Cost $24.92 Unrealized +5.9%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,784 Shares 22,594 Est. Cost $62.16 Unrealized +5.2%
BA BOEING CO 0.3%
Value ($000) $1,780 Shares 6,830 Est. Cost $185.84 Unrealized +15.1%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,764 Shares 6,704 Est. Cost $154.85 Unrealized +44.4%
CHTR CHARTER COMMUNICATIONS INC CL A 0.2%
Value ($000) $1,744 Shares 4,488 Est. Cost $407.77 Unrealized 0.0%
VPU VANGUARD 0.2%
Value ($000) $1,739 Shares 12,687 Est. Cost $112.65 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $1,738 Shares 48,395 Est. Cost $51.31 Unrealized -41.1%
IEMG ISHARES 0.2%
Value ($000) $1,717 Shares 33,941 Est. Cost $48.35 Unrealized
RVTY REVVITY INC 0.2%
Value ($000) $1,641 Shares 15,016 Est. Cost $140.37 Unrealized -31.7%
AFL AFLAC INC 0.2%
Value ($000) $1,609 Shares 19,500 Est. Cost $42.49 Unrealized +81.2%
IRM IRON MTN INC COM 0.2%
Value ($000) $1,573 Shares 22,477 Est. Cost $46.25 Unrealized +26.3%
VOX VANGUARD 0.2%
Value ($000) $1,554 Shares 13,197 Est. Cost $95.76 Unrealized
SCHD SCHWAB 0.2%
Value ($000) $1,523 Shares 20,000 Est. Cost $72.62 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,521 Shares 5,158 Est. Cost $71.02 Unrealized +88.2%
URI UNITED RENTALS INC 0.2%
Value ($000) $1,520 Shares 2,650 Est. Cost $434.68 Unrealized +6.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,516 Shares 24,954 Est. Cost $60.41 Unrealized -11.5%
NOW SERVICENOW INC 0.2%
Value ($000) $1,496 Shares 2,118 Est. Cost $78.27 Unrealized +61.0%
JMBS JANUS HENDERSON 0.2%
Value ($000) $1,479 Shares 32,186 Est. Cost $52.28 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,451 Shares 2,490 Est. Cost $446.81 Unrealized +28.7%
IDEV ISHARES 0.2%
Value ($000) $1,407 Shares 22,104 Est. Cost $63.79 Unrealized
VIGI VANGUARD 0.2%
Value ($000) $1,395 Shares 17,588 Est. Cost $66.12 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $1,381 Shares 3,238 Est. Cost $286.68 Unrealized +38.5%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $1,372 Shares 6,042 Est. Cost $126.80 Unrealized +64.5%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $1,355 Shares 36,714 Est. Cost $40.34 Unrealized -30.1%
HEI/A HEICO CORP 0.2%
Value ($000) $1,355 Shares 9,510 Est. Cost $72.61 Unrealized +85.9%
LEN LENNAR CORP 0.2%
Value ($000) $1,354 Shares 9,082 Est. Cost $116.88 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,325 Shares 6,160 Est. Cost $42.32 Unrealized -6.9%
HPQ HP INC COM 0.2%
Value ($000) $1,305 Shares 43,355 Est. Cost $27.21 Unrealized -5.3%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,275 Shares 9,109 Est. Cost $118.36 Unrealized +5.4%
FDX FEDEX CORP 0.2%
Value ($000) $1,249 Shares 4,939 Est. Cost $219.33 Unrealized +10.5%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $1,228 Shares 5,447 Est. Cost $86.28 Unrealized +130.1%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,216 Shares 12,528 Est. Cost $67.13 Unrealized +24.9%
KR KROGER CO 0.2%
Value ($000) $1,213 Shares 26,544 Est. Cost $45.00 Unrealized -5.8%
MCK MCKESSON CORP 0.2%
Value ($000) $1,212 Shares 2,618 Est. Cost $248.59 Unrealized +81.1%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,188 Shares 9,139 Est. Cost $57.63 Unrealized +107.1%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,172 Shares 5,187 Est. Cost $143.83 Unrealized +48.6%
EEM ISHARES 0.2%
Value ($000) $1,135 Shares 28,237 Est. Cost $41.49 Unrealized
DAL DELTA AIR LINES INC 0.2%
Value ($000) $1,099 Shares 27,317 Est. Cost $36.27 Unrealized -2.3%
CMI CUMMINS INC 0.2%
Value ($000) $1,091 Shares 4,554 Est. Cost $206.40 Unrealized +5.1%
LYB LYONDELLBASELL INDUST NV CLASS A 0.2%
Value ($000) $1,082 Shares 11,376 Est. Cost $80.30 Unrealized -0.6%
ICSH ISHARES 0.1%
Value ($000) $999 Shares 19,837 Est. Cost $50.41 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $994 Shares 6,080 Est. Cost $110.11 Unrealized +28.5%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $976 Shares 1,479 Est. Cost $270.03 Unrealized +112.4%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $967 Shares 2,194 Est. Cost $326.45 Unrealized +18.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $948 Shares 7,958 Est. Cost $63.19 Unrealized +75.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $943 Shares 3,989 Est. Cost $181.35 Unrealized +10.4%
IWR ISHARES 0.1%
Value ($000) $942 Shares 12,117 Est. Cost $68.56 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $935 Shares 4,736 Est. Cost $126.28 Unrealized +36.9%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $927 Shares 26,173 Est. Cost $25.16 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $925 Shares 10,839 Est. Cost $63.80 Unrealized +15.4%
BBY BEST BUY CO INC 0.1%
Value ($000) $893 Shares 11,411 Est. Cost $59.43 Unrealized +6.8%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $877 Shares 14,216 Est. Cost $61.50 Unrealized -15.4%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $871 Shares 8,949 Est. Cost $55.22 Unrealized +59.5%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $864 Shares 3,842 Est. Cost $175.17 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $836 Shares 1,337 Est. Cost $488.27 Unrealized +11.6%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $827 Shares 12,215 Est. Cost $56.04 Unrealized -3.1%
ASML ASML HOLDING NV 0.1%
Value ($000) $817 Shares 1,080 Est. Cost $726.33 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $784 Shares 973 Est. Cost $556.56 Unrealized +31.8%
VLTO VERALTO CORP 0.1%
Value ($000) $781 Shares 9,494 Est. Cost $73.75 Unrealized 0.0%
LQD ISHARES 0.1%
Value ($000) $776 Shares 7,015 Est. Cost $126.79 Unrealized
QQQ INVESCO 0.1%
Value ($000) $751 Shares 1,833 Est. Cost $268.73 Unrealized
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $750 Shares 3,075 Est. Cost $118.01 Unrealized +81.8%
JNK SPDR 0.1%
Value ($000) $737 Shares 7,780 Est. Cost $102.85 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $724 Shares 3,579 Est. Cost $125.90 Unrealized +42.6%
VCSH VANGUARD 0.1%
Value ($000) $719 Shares 9,299 Est. Cost $80.74 Unrealized
VNQI VANGUARD 0.1%
Value ($000) $712 Shares 16,721 Est. Cost $53.24 Unrealized
VAW VANGUARD 0.1%
Value ($000) $712 Shares 3,749 Est. Cost $126.20 Unrealized
AGG ISHARES 0.1%
Value ($000) $686 Shares 6,908 Est. Cost $94.64 Unrealized
PTF INVESCO 0.1%
Value ($000) $685 Shares 13,560 Est. Cost $49.40 Unrealized
INTERPUBLIC GROUP OF COS INC 0.1%
Value ($000) $680 Shares 20,833 Est. Cost $27.85 Unrealized -0.9%
AVGO BROADCOM INC 0.1%
Value ($000) $673 Shares 603 Est. Cost $57.44 Unrealized +60.6%
IWM ISHARES 0.1%
Value ($000) $649 Shares 3,233 Est. Cost $169.85 Unrealized
INVESCO 0.1%
Value ($000) $648 Shares 31,049 Est. Cost $20.97 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $644 Shares 12,377 Est. Cost $49.45 Unrealized +3.6%
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $635 Shares 4,454 Est. Cost $100.60 Unrealized +7.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $632 Shares 1,191 Est. Cost $417.73 Unrealized +15.1%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $626 Shares 11,714 Est. Cost $43.76 Unrealized -5.2%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $611 Shares 1,024 Est. Cost $370.36 Unrealized +55.7%
DON WISDOMTREE 0.1%
Value ($000) $607 Shares 13,294 Est. Cost $35.05 Unrealized
EFA ISHARES 0.1%
Value ($000) $601 Shares 7,970 Est. Cost $63.52 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $586 Shares 1,737 Est. Cost $286.43 Unrealized +4.1%
BSCQ INVESCO 0.1%
Value ($000) $577 Shares 29,880 Est. Cost $19.63 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value ($000) $559 Shares 2,393 Est. Cost $137.11 Unrealized +60.3%
VNQ VANGUARD 0.1%
Value ($000) $549 Shares 6,214 Est. Cost $82.59 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $543 Shares 5,239 Est. Cost $69.41 Unrealized +24.8%
ESGD ISHARES 0.1%
Value ($000) $540 Shares 7,155 Est. Cost $72.93 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $538 Shares 15,415 Est. Cost $36.32 Unrealized -5.0%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.1%
Value ($000) $537 Shares 20,395 Est. Cost $24.36 Unrealized
MTN VAIL RESORTS INC 0.1%
Value ($000) $534 Shares 2,502 Est. Cost $220.56 Unrealized -0.7%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $533 Shares 10,386 Est. Cost $56.07 Unrealized -16.1%
HUM HUMANA INC 0.1%
Value ($000) $521 Shares 1,139 Est. Cost $486.12 Unrealized -1.3%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $516 Shares 4,062 Est. Cost $157.54 Unrealized -28.1%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $493 Shares 5,236 Est. Cost $74.39 Unrealized +12.5%
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $492 Shares 2,556 Est. Cost $174.27 Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $487 Shares 3,259 Est. Cost $90.38 Unrealized +42.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $487 Shares 12,917 Est. Cost $38.20 Unrealized -18.9%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $487 Shares 13,163 Est. Cost $28.27 Unrealized +7.4%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $481 Shares 1,536 Est. Cost $278.05 Unrealized +6.3%
MPLX MPLX LP 0.1%
Value ($000) $478 Shares 13,030 Est. Cost $29.12 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $466 Shares 855 Est. Cost $445.37 Unrealized +14.1%
BANF BANCFIRST CORP 0.1%
Value ($000) $457 Shares 4,697 Est. Cost $47.33 Unrealized +78.1%
LIN LINDE PLC 0.1%
Value ($000) $450 Shares 1,096 Est. Cost $327.96 Unrealized +17.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $447 Shares 2,252 Est. Cost $110.64 Unrealized +55.6%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $442 Shares 4,108 Est. Cost $57.67 Unrealized +55.5%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $435 Shares 8,473 Est. Cost $40.93 Unrealized +13.5%
SCHM SCHWAB 0.1%
Value ($000) $429 Shares 5,700 Est. Cost $71.03 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $428 Shares 3,541 Est. Cost $101.59 Unrealized +13.8%
IWY ISHARES 0.1%
Value ($000) $422 Shares 2,408 Est. Cost $175.22 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $414 Shares 3,166 Est. Cost $73.57 Unrealized +62.7%
SCHA SCHWAB 0.1%
Value ($000) $406 Shares 8,600 Est. Cost $43.80 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $406 Shares 674 Est. Cost $62.54 Unrealized +110.6%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $404 Shares 20,185 Est. Cost $10.08 Unrealized +58.2%
WFC WELLS FARGO CO 0.1%
Value ($000) $397 Shares 8,073 Est. Cost $39.57 Unrealized +3.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $380 Shares 3,127 Est. Cost $107.53 Unrealized +3.4%
CDW CDW CORP COM 0.1%
Value ($000) $378 Shares 1,663 Est. Cost $168.84 Unrealized +22.1%
RTX RTX CORPORATION 0.1%
Value ($000) $376 Shares 4,469 Est. Cost $75.62 Unrealized +0.0%
LDUR PIMCO 0.1%
Value ($000) $375 Shares 3,958 Est. Cost $100.56 Unrealized
IJH ISHARES 0.1%
Value ($000) $363 Shares 1,311 Est. Cost $180.11 Unrealized
FTV FORTIVE CORP COM 0.1%
Value ($000) $362 Shares 4,922 Est. Cost $35.54 Unrealized +47.0%
TSLA TESLA INC 0.1%
Value ($000) $356 Shares 1,431 Est. Cost $199.96 Unrealized +18.9%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $352 Shares 2,064 Est. Cost $116.43 Unrealized +25.0%
IJR ISHARES 0.0%
Value ($000) $343 Shares 3,168 Est. Cost $77.52 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $342 Shares 2,110 Est. Cost $88.19 Unrealized +63.5%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $342 Shares 1,908 Est. Cost $117.39 Unrealized +38.4%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $337 Shares 3,561 Est. Cost $91.30 Unrealized -2.2%
CI CIGNA CORP NEW 0.0%
Value ($000) $335 Shares 1,120 Est. Cost $180.77 Unrealized +55.3%
ESGE ISHARES 0.0%
Value ($000) $333 Shares 10,390 Est. Cost $31.63 Unrealized
TJX TJX COS INC 0.0%
Value ($000) $331 Shares 3,533 Est. Cost $76.33 Unrealized +14.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $325 Shares 5,247 Est. Cost $56.54 Unrealized -1.8%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $324 Shares 3,841 Est. Cost $67.98 Unrealized +1.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $320 Shares 5,572 Est. Cost $35.70 Unrealized +44.4%
BSCR INVESCO 0.0%
Value ($000) $318 Shares 16,323 Est. Cost $19.46 Unrealized
MCO MOODYS CORP SR 0.0%
Value ($000) $307 Shares 787 Est. Cost $310.84 Unrealized +10.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $302 Shares 21,887 Est. Cost $10.13 Unrealized
T AT&T INC 0.0%
Value ($000) $302 Shares 17,968 Est. Cost $15.83 Unrealized -10.2%
CME CME GROUP INC 0.0%
Value ($000) $296 Shares 1,405 Est. Cost $168.23 Unrealized +15.7%
IR INGERSOLL RAND INC 0.0%
Value ($000) $290 Shares 3,745 Est. Cost $59.99 Unrealized +13.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $288 Shares 6,123 Est. Cost $48.26 Unrealized -16.8%
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $285 Shares 3,400 Est. Cost $81.48 Unrealized
SSRM SSR MINING INC 0.0%
Value ($000) $284 Shares 20,000 Est. Cost $12.15 Unrealized 0.0%
VTV VANGUARD 0.0%
Value ($000) $276 Shares 1,848 Est. Cost $108.55 Unrealized
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $271 Shares 3,167 Est. Cost $56.53 Unrealized +26.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $267 Shares 1,029 Est. Cost $224.30 Unrealized +4.4%
CSX CSX CORP 0.0%
Value ($000) $267 Shares 7,697 Est. Cost $28.84 Unrealized +7.0%
BSCS INVESCO 0.0%
Value ($000) $259 Shares 12,764 Est. Cost $20.28 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $257 Shares 1,342 Est. Cost $168.41 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value ($000) $256 Shares 504 Est. Cost $448.81 Unrealized
INVESCO 0.0%
Value ($000) $255 Shares 10,382 Est. Cost $24.54 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $251 Shares 7,211 Est. Cost $18.24 Unrealized +76.3%
BSMQ INVESCO 0.0%
Value ($000) $249 Shares 10,501 Est. Cost $23.76 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $247 Shares 1,872 Est. Cost $142.78 Unrealized -25.7%
PARAMOUNT GLOBAL 0.0%
Value ($000) $241 Shares 16,320 Est. Cost $37.10 Unrealized
RZG INVESCO 0.0%
Value ($000) $241 Shares 5,295 Est. Cost $65.68 Unrealized
RFG INVESCO 0.0%
Value ($000) $238 Shares 5,780 Est. Cost $67.17 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $236 Shares 3,233 Est. Cost $73.05 Unrealized -11.2%
NVO NOVO NORDISK A/S ADR 0.0%
Value ($000) $230 Shares 2,222 Est. Cost $103.45 Unrealized
VUG VANGUARD 0.0%
Value ($000) $229 Shares 736 Est. Cost $310.88 Unrealized
DRD DRDGOLD LIMITED 0.0%
Value ($000) $227 Shares 28,500 Est. Cost $7.95 Unrealized
AON AON PLC 0.0%
Value ($000) $224 Shares 769 Est. Cost $318.69 Unrealized -1.1%
BSMO INVESCO 0.0%
Value ($000) $224 Shares 8,979 Est. Cost $24.90 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $218 Shares 426 Est. Cost $432.06 Unrealized 0.0%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $218 Shares 1,332 Est. Cost $148.87 Unrealized 0.0%
VTI VANGUARD 0.0%
Value ($000) $216 Shares 912 Est. Cost $237.22 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $216 Shares 1,267 Est. Cost $171.83 Unrealized 0.0%
VT VANGUARD 0.0%
Value ($000) $216 Shares 2,102 Est. Cost $102.88 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $213 Shares 3,100 Est. Cost $68.22 Unrealized -11.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $212 Shares 2,775 Est. Cost $69.58 Unrealized 0.0%
PEJ INVESCO 0.0%
Value ($000) $212 Shares 5,045 Est. Cost $41.93 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $210 Shares 362 Est. Cost $367.67 Unrealized +39.0%
OGS ONE GAS INC COM 0.0%
Value ($000) $210 Shares 3,294 Est. Cost $72.28 Unrealized -12.6%
IDU ISHARES 0.0%
Value ($000) $204 Shares 2,558 Est. Cost $79.93 Unrealized
THE DUCKHORN PORTFOLIO INC 0.0%
Value ($000) $163 Shares 16,530 Est. Cost $14.34 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $153 Shares 30,201 Est. Cost $2.53 Unrealized