Chesapeake Wealth Management Diversified Active

CIK: 0001730383 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $251,329 (100.0% shares, 0.0% debt)

Holdings (186)

AGG ISHARES TR 6.7%
Value ($000) $16,871 Shares 142,714 Est. Cost $107.82 Unrealized
LQD ISHARES TR 6.7%
Value ($000) $16,860 Shares 125,354 Est. Cost $118.04 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $8,298 Shares 40,772 Est. Cost $95.36 Unrealized +81.5%
SPMB SPDR SER TR 3.2%
Value ($000) $7,984 Shares 298,047 Est. Cost $25.67 Unrealized
SCHF SCHWAB STRATEGIC TR 2.8%
Value ($000) $7,161 Shares 240,693 Est. Cost $33.54 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.7%
Value ($000) $6,737 Shares 116,692 Est. Cost $54.87 Unrealized
EFA ISHARES TR 2.4%
Value ($000) $5,965 Shares 97,991 Est. Cost $67.50 Unrealized
HYG ISHARES TR 2.3%
Value ($000) $5,732 Shares 70,233 Est. Cost $85.69 Unrealized
SCHZ SCHWAB STRATEGIC TR 2.2%
Value ($000) $5,533 Shares 98,380 Est. Cost $51.14 Unrealized
IWV ISHARES TR 2.2%
Value ($000) $5,478 Shares 30,422 Est. Cost $156.45 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $5,140 Shares 14,089 Est. Cost $40.42 Unrealized +85.8%
IWR ISHARES TR 1.8%
Value ($000) $4,556 Shares 84,986 Est. Cost $80.22 Unrealized
XLK SELECT SECTOR SPDR TR 1.5%
Value ($000) $3,716 Shares 35,566 Est. Cost $69.85 Unrealized
IWM ISHARES TR 1.2%
Value ($000) $3,050 Shares 21,306 Est. Cost $151.89 Unrealized
SCHB SCHWAB STRATEGIC TR 1.2%
Value ($000) $2,894 Shares 39,397 Est. Cost $64.74 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $2,817 Shares 9,136 Est. Cost $272.25 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $2,815 Shares 29,928 Est. Cost $91.89 Unrealized -11.0%
SCHA SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,803 Shares 42,890 Est. Cost $69.05 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $2,698 Shares 7,447 Est. Cost $229.02 Unrealized +44.2%
V VISA INC 1.0%
Value ($000) $2,499 Shares 12,936 Est. Cost $124.08 Unrealized +41.5%
MCD MCDONALDS CORP 0.8%
Value ($000) $2,064 Shares 11,192 Est. Cost $141.84 Unrealized +13.5%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,029 Shares 16,963 Est. Cost $85.88 Unrealized +18.2%
HD HOME DEPOT INC 0.8%
Value ($000) $2,021 Shares 8,067 Est. Cost $179.63 Unrealized +11.2%
XLV SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,018 Shares 20,170 Est. Cost $84.36 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,962 Shares 21,988 Est. Cost $85.72 Unrealized -18.5%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,960 Shares 13,935 Est. Cost $108.73 Unrealized +14.3%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $1,901 Shares 7,915 Est. Cost $40.09 Unrealized +29.7%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,870 Shares 31,790 Est. Cost $44.73 Unrealized +7.1%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,868 Shares 33,883 Est. Cost $34.04 Unrealized +19.7%
SCHM SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,860 Shares 35,359 Est. Cost $53.21 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $1,842 Shares 1,299 Est. Cost $55.11 Unrealized +21.4%
SCHG SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,773 Shares 17,466 Est. Cost $82.45 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $1,671 Shares 7,085 Est. Cost $151.14 Unrealized +26.8%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $1,647 Shares 15,555 Est. Cost $92.20 Unrealized -0.1%
MRK MERCK & CO. INC 0.6%
Value ($000) $1,627 Shares 21,034 Est. Cost $49.39 Unrealized +27.3%
LHX L3HARRIS TECHNOLOGIES INC 0.6%
Value ($000) $1,600 Shares 9,427 Est. Cost $180.55 Unrealized -7.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $1,529 Shares 3,513 Est. Cost $219.72 Unrealized +68.6%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $1,510 Shares 11,892 Est. Cost $86.84 Unrealized +14.6%
SCHE SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,504 Shares 61,734 Est. Cost $28.27 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $1,452 Shares 24,279 Est. Cost $40.06 Unrealized +32.8%
EA ELECTRONIC ARTS INC 0.6%
Value ($000) $1,450 Shares 10,978 Est. Cost $102.70 Unrealized +11.9%
T AT&T INC 0.6%
Value ($000) $1,443 Shares 47,739 Est. Cost $16.66 Unrealized -7.0%
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,434 Shares 11,224 Est. Cost $103.76 Unrealized
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $1,423 Shares 2,462 Est. Cost $139.65 Unrealized +22.9%
ABT ABBOTT LABS 0.6%
Value ($000) $1,391 Shares 15,216 Est. Cost $60.95 Unrealized +34.4%
SNPS SYNOPSYS INC 0.6%
Value ($000) $1,390 Shares 7,129 Est. Cost $132.07 Unrealized +25.0%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,385 Shares 502 Est. Cost $93.12 Unrealized +29.7%
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,373 Shares 25,399 Est. Cost $44.51 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $1,369 Shares 24,764 Est. Cost $45.71 Unrealized +7.2%
ABBV ABBVIE INC 0.5%
Value ($000) $1,361 Shares 13,863 Est. Cost $78.18 Unrealized -9.8%
PEP PEPSICO INC 0.5%
Value ($000) $1,347 Shares 10,182 Est. Cost $89.89 Unrealized +23.2%
TER TERADYNE INC 0.5%
Value ($000) $1,339 Shares 15,847 Est. Cost $57.54 Unrealized +13.8%
LLY LILLY ELI & CO 0.5%
Value ($000) $1,316 Shares 8,020 Est. Cost $88.16 Unrealized +63.2%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,316 Shares 25,431 Est. Cost $49.52 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $1,314 Shares 16,181 Est. Cost $53.43 Unrealized +17.3%
BLACKROCK INC 0.5%
Value ($000) $1,288 Shares 2,368 Est. Cost $541.57 Unrealized
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1,285 Shares 25,139 Est. Cost $42.93 Unrealized +3.8%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,276 Shares 3,360 Est. Cost $8.06 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,264 Shares 5,885 Est. Cost $140.78 Unrealized +24.0%
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,247 Shares 53,887 Est. Cost $27.85 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,191 Shares 4,039 Est. Cost $201.13 Unrealized +29.8%
GNTX GENTEX CORP 0.5%
Value ($000) $1,183 Shares 45,927 Est. Cost $24.86 Unrealized +0.8%
ECL ECOLAB INC 0.5%
Value ($000) $1,146 Shares 5,760 Est. Cost $175.73 Unrealized +3.7%
XEL XCEL ENERGY INC 0.4%
Value ($000) $1,127 Shares 18,028 Est. Cost $39.02 Unrealized +35.4%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,126 Shares 28,874 Est. Cost $32.35 Unrealized +1.3%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,115 Shares 6,376 Est. Cost $144.03 Unrealized -0.8%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,099 Shares 3,011 Est. Cost $321.02 Unrealized +0.8%
ANSYS INC 0.4%
Value ($000) $1,094 Shares 3,749 Est. Cost $255.22 Unrealized
FISV FISERV INC 0.4%
Value ($000) $1,087 Shares 11,135 Est. Cost $71.52 Unrealized +40.8%
IYF ISHARES TR 0.4%
Value ($000) $1,087 Shares 9,870 Est. Cost $117.85 Unrealized
WRB BERKLEY W R CORP 0.4%
Value ($000) $1,059 Shares 18,484 Est. Cost $23.00 Unrealized -5.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $1,029 Shares 11,231 Est. Cost $76.37 Unrealized +11.5%
ALL ALLSTATE CORP 0.4%
Value ($000) $1,029 Shares 10,606 Est. Cost $90.05 Unrealized -4.9%
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,028 Shares 20,522 Est. Cost $54.43 Unrealized
DOV DOVER CORP 0.4%
Value ($000) $1,013 Shares 10,495 Est. Cost $85.37 Unrealized +0.2%
WEN WENDYS CO 0.4%
Value ($000) $1,002 Shares 46,006 Est. Cost $17.80 Unrealized +11.7%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,001 Shares 17,060 Est. Cost $54.44 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,001 Shares 22,393 Est. Cost $39.33 Unrealized -1.5%
CCI CROWN CASTLE INTL CORP NEW 0.4%
Value ($000) $982 Shares 5,868 Est. Cost $86.57 Unrealized +44.5%
WMT WALMART INC 0.4%
Value ($000) $978 Shares 8,162 Est. Cost $31.92 Unrealized +19.3%
UNP UNION PAC CORP 0.4%
Value ($000) $943 Shares 5,575 Est. Cost $113.06 Unrealized +25.1%
EEM ISHARES TR 0.4%
Value ($000) $931 Shares 23,289 Est. Cost $44.53 Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $908 Shares 13,210 Est. Cost $74.75 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $897 Shares 6,008 Est. Cost $181.99 Unrealized -31.7%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $865 Shares 11,008 Est. Cost $77.05 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $853 Shares 9,299 Est. Cost $81.73 Unrealized +0.1%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $807 Shares 9,128 Est. Cost $76.05 Unrealized +3.7%
LDOS LEIDOS HOLDINGS INC 0.3%
Value ($000) $804 Shares 8,583 Est. Cost $92.84 Unrealized -1.6%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $794 Shares 3,680 Est. Cost $206.70 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $760 Shares 16,999 Est. Cost $55.75 Unrealized -37.6%
ZYNGA INC 0.3%
Value ($000) $745 Shares 78,044 Est. Cost $8.00 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $705 Shares 4,018 Est. Cost $136.87 Unrealized +10.3%
IWD ISHARES TR 0.3%
Value ($000) $679 Shares 6,029 Est. Cost $110.49 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $676 Shares 44,539 Est. Cost $13.77 Unrealized -21.2%
BX BLACKSTONE GROUP INC 0.3%
Value ($000) $638 Shares 11,264 Est. Cost $44.72 Unrealized -2.8%
CHTR CHARTER COMMUNICATIONS INC N 0.3%
Value ($000) $637 Shares 1,248 Est. Cost $507.25 Unrealized 0.0%
META FACEBOOK INC 0.3%
Value ($000) $634 Shares 2,794 Est. Cost $207.33 Unrealized 0.0%
MBB ISHARES TR 0.3%
Value ($000) $633 Shares 5,716 Est. Cost $104.64 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $611 Shares 1,509 Est. Cost $37.82 Unrealized +86.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $608 Shares 13,032 Est. Cost $33.67 Unrealized +9.9%
LOW LOWES COS INC 0.2%
Value ($000) $597 Shares 4,414 Est. Cost $82.14 Unrealized +25.8%
PFE PFIZER INC 0.2%
Value ($000) $587 Shares 17,955 Est. Cost $24.35 Unrealized +6.8%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $583 Shares 1,869 Est. Cost $255.73 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $564 Shares 7,699 Est. Cost $59.73 Unrealized +4.4%
UDR UDR INC 0.2%
Value ($000) $547 Shares 14,646 Est. Cost $31.74 Unrealized -4.7%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $540 Shares 9,196 Est. Cost $68.16 Unrealized -29.9%
MUB ISHARES TR 0.2%
Value ($000) $538 Shares 4,660 Est. Cost $110.24 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $537 Shares 4,200 Est. Cost $96.49 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $535 Shares 5,481 Est. Cost $75.34 Unrealized +10.2%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $535 Shares 10,107 Est. Cost $48.12 Unrealized
INTU INTUIT 0.2%
Value ($000) $523 Shares 1,765 Est. Cost $212.38 Unrealized +24.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $513 Shares 1,580 Est. Cost $315.67 Unrealized
GPN GLOBAL PMTS INC 0.2%
Value ($000) $507 Shares 2,991 Est. Cost $123.16 Unrealized +29.0%
MATCH GROUP INC COM 0.2%
Value ($000) $507 Shares 4,738 Est. Cost $107.01 Unrealized
DBEF DBX ETF TR 0.2%
Value ($000) $492 Shares 16,277 Est. Cost $30.23 Unrealized
CABO CABLE ONE INC 0.2%
Value ($000) $479 Shares 270 Est. Cost $1509.47 Unrealized +9.8%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $478 Shares 1,230 Est. Cost $293.89 Unrealized +17.9%
WING WINGSTOP INC 0.2%
Value ($000) $477 Shares 3,431 Est. Cost $73.27 Unrealized +59.1%
DUKE REALTY CORP 0.2%
Value ($000) $475 Shares 13,432 Est. Cost $33.57 Unrealized
BURL BURLINGTON STORES INC 0.2%
Value ($000) $475 Shares 2,411 Est. Cost $130.95 Unrealized +43.8%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $467 Shares 8,299 Est. Cost $55.82 Unrealized
MMM 3M CO 0.2%
Value ($000) $460 Shares 2,952 Est. Cost $141.35 Unrealized -27.5%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $453 Shares 1,084 Est. Cost $348.20 Unrealized +4.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $450 Shares 3,732 Est. Cost $102.94 Unrealized -11.2%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $448 Shares 1,732 Est. Cost $138.59 Unrealized +23.7%
CTAS CINTAS CORP 0.2%
Value ($000) $447 Shares 1,680 Est. Cost $40.12 Unrealized +36.2%
MKTX MARKETAXESS HLDGS INC 0.2%
Value ($000) $446 Shares 891 Est. Cost $237.47 Unrealized +84.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $430 Shares 3,859 Est. Cost $101.74 Unrealized +6.0%
DHR DANAHER CORPORATION 0.2%
Value ($000) $429 Shares 2,425 Est. Cost $115.99 Unrealized +20.7%
GLD SPDR GOLD TR 0.2%
Value ($000) $423 Shares 2,530 Est. Cost $128.05 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $419 Shares 5,982 Est. Cost $68.70 Unrealized -20.2%
IWB ISHARES TR 0.2%
Value ($000) $417 Shares 2,427 Est. Cost $147.00 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $404 Shares 358 Est. Cost $715.82 Unrealized +47.2%
AFL AFLAC INC 0.2%
Value ($000) $402 Shares 11,144 Est. Cost $36.79 Unrealized -14.2%
LINDE PLC 0.2%
Value ($000) $400 Shares 1,887 Est. Cost $156.13 Unrealized
BIO BIO RAD LABS INC 0.2%
Value ($000) $396 Shares 878 Est. Cost $441.30 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $385 Shares 6,826 Est. Cost $52.51 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $385 Shares 5,002 Est. Cost $58.92 Unrealized +4.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $374 Shares 3,926 Est. Cost $97.40 Unrealized -12.1%
UPBD RENT A CTR INC NEW 0.1%
Value ($000) $368 Shares 13,242 Est. Cost $24.61 Unrealized -9.7%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $365 Shares 1,918 Est. Cost $167.17 Unrealized 0.0%
AON AON PLC 0.1%
Value ($000) $357 Shares 1,851 Est. Cost $178.56 Unrealized 0.0%
IYC ISHARES TR 0.1%
Value ($000) $351 Shares 1,600 Est. Cost $182.40 Unrealized
HESS CORP 0.1%
Value ($000) $343 Shares 6,613 Est. Cost $51.87 Unrealized
CHE CHEMED CORP NEW 0.1%
Value ($000) $341 Shares 757 Est. Cost $438.28 Unrealized 0.0%
IYJ ISHARES TR 0.1%
Value ($000) $339 Shares 2,248 Est. Cost $145.20 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $338 Shares 2,080 Est. Cost $131.42 Unrealized +9.8%
IVW ISHARES TR 0.1%
Value ($000) $336 Shares 1,620 Est. Cost $156.17 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $335 Shares 5,164 Est. Cost $55.85 Unrealized -5.8%
IGIB ISHARES TR 0.1%
Value ($000) $334 Shares 5,534 Est. Cost $52.53 Unrealized
BCE BCE INC 0.1%
Value ($000) $333 Shares 7,971 Est. Cost $29.22 Unrealized -3.9%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $333 Shares 1,175 Est. Cost $293.83 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $332 Shares 235 Est. Cost $54.85 Unrealized +22.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $332 Shares 1,283 Est. Cost $210.56 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $319 Shares 1,873 Est. Cost $152.41 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value ($000) $312 Shares 4,566 Est. Cost $69.39 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $307 Shares 1,843 Est. Cost $161.79 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $306 Shares 1,595 Est. Cost $141.23 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $306 Shares 2,047 Est. Cost $145.31 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $303 Shares 3,785 Est. Cost $51.97 Unrealized +27.7%
IGSB ISHARES TR 0.1%
Value ($000) $302 Shares 5,524 Est. Cost $77.16 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $301 Shares 8,591 Est. Cost $35.04 Unrealized
BA BOEING CO 0.1%
Value ($000) $297 Shares 1,617 Est. Cost $322.14 Unrealized -52.3%
CERNER CORP 0.1%
Value ($000) $295 Shares 4,310 Est. Cost $57.96 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $294 Shares 1,228 Est. Cost $195.39 Unrealized +12.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $292 Shares 1,637 Est. Cost $198.74 Unrealized -8.1%
ELV ANTHEM INC 0.1%
Value ($000) $291 Shares 1,105 Est. Cost $243.73 Unrealized +1.4%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $289 Shares 7,625 Est. Cost $66.19 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $289 Shares 268 Est. Cost $54.10 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $289 Shares 2,105 Est. Cost $25.11 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $281 Shares 5,887 Est. Cost $30.84 Unrealized +32.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $276 Shares 1,950 Est. Cost $86.21 Unrealized +30.7%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $276 Shares 1,837 Est. Cost $139.94 Unrealized -16.5%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $272 Shares 3,522 Est. Cost $62.98 Unrealized +8.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $268 Shares 5,452 Est. Cost $37.56 Unrealized +9.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $267 Shares 1 Est. Cost $308211.47 Unrealized -11.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $265 Shares 1,829 Est. Cost $117.49 Unrealized +0.3%
IYW ISHARES TR 0.1%
Value ($000) $260 Shares 965 Est. Cost $190.48 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $258 Shares 2,385 Est. Cost $109.21 Unrealized
ODMAX AIM INVT FDS INVESCO INVT FD 0.1%
Value ($000) $237 Shares 5,618 Est. Cost $42.19 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $235 Shares 2,233 Est. Cost $118.19 Unrealized -27.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $233 Shares 2,912 Est. Cost $66.42 Unrealized +1.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $232 Shares 9,052 Est. Cost $45.16 Unrealized -46.9%
PLD PROLOGIS INC. 0.1%
Value ($000) $232 Shares 2,482 Est. Cost $50.62 Unrealized +50.7%
MSCI MSCI INC 0.1%
Value ($000) $227 Shares 680 Est. Cost $229.41 Unrealized +33.2%
HSY HERSHEY CO 0.1%
Value ($000) $226 Shares 1,742 Est. Cost $115.34 Unrealized +2.0%