Chesapeake Wealth Management Diversified Active

CIK: 0001730383 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 19, 2022

Total Value ($000): $275,320 (100.0% shares, 0.0% debt)

Holdings (186)

AGG ISHARES TR 6.4%
Value ($000) $17,722 Shares 165,467 Est. Cost $109.65 Unrealized
LQD ISHARES TR 4.4%
Value ($000) $12,150 Shares 100,467 Est. Cost $119.99 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $10,115 Shares 32,808 Est. Cost $95.36 Unrealized +205.6%
AAPL APPLE INC 3.5%
Value ($000) $9,641 Shares 55,215 Est. Cost $91.58 Unrealized +80.0%
SCHF SCHWAB STRATEGIC TR 2.8%
Value ($000) $7,596 Shares 206,863 Est. Cost $33.54 Unrealized
SPMB SPDR SER TR 2.7%
Value ($000) $7,392 Shares 308,500 Est. Cost $25.78 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.4%
Value ($000) $6,683 Shares 85,574 Est. Cost $81.82 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.2%
Value ($000) $6,111 Shares 116,530 Est. Cost $55.11 Unrealized
EFA ISHARES TR 2.2%
Value ($000) $5,939 Shares 80,693 Est. Cost $67.42 Unrealized
IWV ISHARES TR 2.1%
Value ($000) $5,737 Shares 21,868 Est. Cost $156.45 Unrealized
IWR ISHARES TR 2.1%
Value ($000) $5,732 Shares 73,450 Est. Cost $79.29 Unrealized
XLK SELECT SECTOR SPDR TR 2.0%
Value ($000) $5,639 Shares 35,482 Est. Cost $80.54 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.7%
Value ($000) $4,681 Shares 92,556 Est. Cost $51.35 Unrealized
USHY ISHARES TR 1.7%
Value ($000) $4,640 Shares 119,420 Est. Cost $41.39 Unrealized
GOOGL ALPHABET INC 1.5%
Value ($000) $4,258 Shares 1,531 Est. Cost $69.41 Unrealized +94.2%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $3,752 Shares 13,749 Est. Cost $17.38 Unrealized +44.0%
SCHA SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,632 Shares 76,704 Est. Cost $58.17 Unrealized
IWM ISHARES TR 1.3%
Value ($000) $3,585 Shares 17,465 Est. Cost $151.86 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,400 Shares 7,528 Est. Cost $286.08 Unrealized
SCHB SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,383 Shares 63,363 Est. Cost $59.56 Unrealized
SCHG SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,214 Shares 42,956 Est. Cost $81.66 Unrealized
CVX CHEVRON CORP NEW 1.1%
Value ($000) $3,090 Shares 18,976 Est. Cost $85.47 Unrealized +43.6%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $3,060 Shares 5,182 Est. Cost $229.02 Unrealized +148.1%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,708 Shares 31,970 Est. Cost $60.44 Unrealized +19.2%
SNPS SYNOPSYS INC 1.0%
Value ($000) $2,700 Shares 8,102 Est. Cost $152.08 Unrealized +105.3%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $2,561 Shares 16,757 Est. Cost $90.85 Unrealized +56.4%
AMZN AMAZON COM INC 0.9%
Value ($000) $2,533 Shares 777 Est. Cost $120.82 Unrealized +27.9%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $2,528 Shares 18,545 Est. Cost $91.89 Unrealized +45.5%
XLV SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,404 Shares 17,546 Est. Cost $87.74 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,290 Shares 12,382 Est. Cost $118.47 Unrealized
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,105 Shares 54,929 Est. Cost $30.43 Unrealized
XLC SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,087 Shares 30,339 Est. Cost $50.16 Unrealized
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,987 Shares 25,179 Est. Cost $51.47 Unrealized
BX BLACKSTONE INC 0.7%
Value ($000) $1,933 Shares 15,221 Est. Cost $49.19 Unrealized +117.9%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,927 Shares 7,795 Est. Cost $144.25 Unrealized +57.9%
SCHM SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,904 Shares 25,100 Est. Cost $53.21 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,869 Shares 10,547 Est. Cost $109.89 Unrealized +38.1%
TDTF FLEXSHARES TR 0.7%
Value ($000) $1,826 Shares 67,339 Est. Cost $27.87 Unrealized
SCHE SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,765 Shares 63,558 Est. Cost $28.51 Unrealized
SCHV SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,756 Shares 24,602 Est. Cost $56.81 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,749 Shares 10,785 Est. Cost $78.18 Unrealized +61.7%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $1,688 Shares 9,200 Est. Cost $86.84 Unrealized +81.1%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $1,659 Shares 26,430 Est. Cost $44.30 Unrealized +32.4%
TSCO TRACTOR SUPPLY CO 0.6%
Value ($000) $1,571 Shares 6,730 Est. Cost $28.75 Unrealized +43.5%
LLY LILLY ELI & CO 0.6%
Value ($000) $1,535 Shares 5,360 Est. Cost $88.16 Unrealized +181.9%
META META PLATFORMS INC 0.6%
Value ($000) $1,518 Shares 6,829 Est. Cost $244.17 Unrealized +1.6%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,506 Shares 14,630 Est. Cost $79.40 Unrealized
KKR KKR & CO INC 0.5%
Value ($000) $1,498 Shares 25,615 Est. Cost $41.26 Unrealized +47.6%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $1,475 Shares 5,936 Est. Cost $180.55 Unrealized +18.9%
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,451 Shares 19,119 Est. Cost $59.51 Unrealized
A AGILENT TECHNOLOGIES INC 0.5%
Value ($000) $1,448 Shares 10,940 Est. Cost $81.31 Unrealized +64.8%
HD HOME DEPOT INC 0.5%
Value ($000) $1,447 Shares 4,833 Est. Cost $188.68 Unrealized +66.4%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,438 Shares 28,216 Est. Cost $34.04 Unrealized +21.9%
ORCL ORACLE CORP 0.5%
Value ($000) $1,386 Shares 16,746 Est. Cost $45.71 Unrealized +68.4%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,326 Shares 3,930 Est. Cost $140.78 Unrealized +126.3%
INFY INFOSYS LTD 0.5%
Value ($000) $1,324 Shares 53,214 Est. Cost $21.20 Unrealized
BLACKROCK INC 0.5%
Value ($000) $1,300 Shares 1,702 Est. Cost $541.57 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,281 Shares 2,513 Est. Cost $201.13 Unrealized +124.3%
ABT ABBOTT LABS 0.5%
Value ($000) $1,270 Shares 10,735 Est. Cost $60.95 Unrealized +89.3%
AN AUTONATION INC 0.5%
Value ($000) $1,261 Shares 12,670 Est. Cost $84.72 Unrealized +30.4%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,220 Shares 8,893 Est. Cost $144.83 Unrealized -2.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,211 Shares 14,664 Est. Cost $55.65 Unrealized +22.0%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,196 Shares 4,960 Est. Cost $182.03 Unrealized +12.5%
GNRC GENERAC HLDGS INC 0.4%
Value ($000) $1,162 Shares 3,907 Est. Cost $238.53 Unrealized +25.8%
PEP PEPSICO INC 0.4%
Value ($000) $1,103 Shares 6,592 Est. Cost $89.89 Unrealized +65.1%
DBEF DBX ETF TR 0.4%
Value ($000) $1,066 Shares 28,287 Est. Cost $32.49 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $1,065 Shares 3,899 Est. Cost $113.06 Unrealized +103.9%
AMGN AMGEN INC 0.4%
Value ($000) $1,057 Shares 4,372 Est. Cost $151.14 Unrealized +34.5%
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,049 Shares 10,702 Est. Cost $81.76 Unrealized +7.0%
IYF ISHARES TR 0.4%
Value ($000) $1,039 Shares 12,287 Est. Cost $94.47 Unrealized
DUKE REALTY CORP 0.4%
Value ($000) $1,038 Shares 17,889 Est. Cost $36.20 Unrealized
HESS CORP 0.4%
Value ($000) $1,035 Shares 9,670 Est. Cost $56.09 Unrealized
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $1,035 Shares 3,630 Est. Cost $143.22 Unrealized +76.6%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,033 Shares 14,144 Est. Cost $45.10 Unrealized +26.0%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,023 Shares 4,097 Est. Cost $215.74 Unrealized +23.5%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $968 Shares 8,934 Est. Cost $77.05 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $937 Shares 11,025 Est. Cost $54.26 Unrealized +23.3%
AGCO AGCO CORP 0.3%
Value ($000) $932 Shares 6,386 Est. Cost $110.42 Unrealized -0.8%
GLOB GLOBANT S A 0.3%
Value ($000) $905 Shares 3,452 Est. Cost $201.24 Unrealized +26.0%
EEM ISHARES TR 0.3%
Value ($000) $875 Shares 19,369 Est. Cost $44.51 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $873 Shares 1,917 Est. Cost $280.74 Unrealized +71.4%
MOH MOLINA HEALTHCARE INC 0.3%
Value ($000) $853 Shares 2,558 Est. Cost $263.04 Unrealized +17.0%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $852 Shares 9,670 Est. Cost $60.91 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $848 Shares 11,091 Est. Cost $59.98 Unrealized
ENTG ENTEGRIS INC 0.3%
Value ($000) $835 Shares 6,361 Est. Cost $115.50 Unrealized +9.5%
CATALENT INC 0.3%
Value ($000) $825 Shares 7,434 Est. Cost $110.76 Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $789 Shares 1,182 Est. Cost $693.08 Unrealized
BIO BIO RAD LABS INC 0.3%
Value ($000) $781 Shares 1,386 Est. Cost $501.20 Unrealized +20.3%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $779 Shares 3,721 Est. Cost $149.61 Unrealized +36.1%
SONY SONY GROUP CORPORATION 0.3%
Value ($000) $773 Shares 7,523 Est. Cost $105.88 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $770 Shares 16,430 Est. Cost $32.35 Unrealized +32.5%
T AT&T INC 0.3%
Value ($000) $768 Shares 32,526 Est. Cost $16.52 Unrealized -9.7%
WMT WALMART INC 0.3%
Value ($000) $762 Shares 5,120 Est. Cost $34.96 Unrealized +27.5%
MS MORGAN STANLEY 0.3%
Value ($000) $747 Shares 8,541 Est. Cost $79.23 Unrealized +6.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $715 Shares 2,025 Est. Cost $240.71 Unrealized +34.4%
TSLA TESLA INC 0.3%
Value ($000) $714 Shares 663 Est. Cost $105.27 Unrealized +195.9%
FISV FISERV INC 0.3%
Value ($000) $713 Shares 7,033 Est. Cost $71.52 Unrealized +41.5%
PFE PFIZER INC 0.3%
Value ($000) $700 Shares 13,524 Est. Cost $24.35 Unrealized +74.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $679 Shares 5,143 Est. Cost $79.59 Unrealized +54.0%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $671 Shares 6,609 Est. Cost $67.90 Unrealized +13.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $671 Shares 3,591 Est. Cost $145.58 Unrealized +18.0%
DOV DOVER CORP 0.2%
Value ($000) $669 Shares 4,260 Est. Cost $87.94 Unrealized +77.4%
HYG ISHARES TR 0.2%
Value ($000) $669 Shares 8,124 Est. Cost $85.60 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $653 Shares 15,857 Est. Cost $34.25 Unrealized +19.2%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $631 Shares 8,468 Est. Cost $55.31 Unrealized
ETSY ETSY INC 0.2%
Value ($000) $630 Shares 5,067 Est. Cost $166.15 Unrealized -10.5%
SSP SCRIPPS E W CO OHIO 0.2%
Value ($000) $627 Shares 30,120 Est. Cost $15.18 Unrealized +4.6%
LOW LOWES COS INC 0.2%
Value ($000) $616 Shares 3,045 Est. Cost $83.27 Unrealized +156.2%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $615 Shares 3,331 Est. Cost $86.57 Unrealized +68.4%
V VISA INC 0.2%
Value ($000) $574 Shares 2,586 Est. Cost $126.74 Unrealized +65.7%
LINDE PLC 0.2%
Value ($000) $569 Shares 1,782 Est. Cost $156.13 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $542 Shares 10,924 Est. Cost $40.06 Unrealized +15.3%
KO COCA COLA CO 0.2%
Value ($000) $536 Shares 8,648 Est. Cost $39.33 Unrealized +37.5%
YETI YETI HLDGS INC 0.2%
Value ($000) $533 Shares 8,890 Est. Cost $72.62 Unrealized -11.1%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $521 Shares 1,428 Est. Cost $297.94 Unrealized +9.2%
XEL XCEL ENERGY INC 0.2%
Value ($000) $506 Shares 7,008 Est. Cost $39.51 Unrealized +52.8%
AFL AFLAC INC 0.2%
Value ($000) $493 Shares 7,667 Est. Cost $36.79 Unrealized +55.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $476 Shares 8,523 Est. Cost $34.01 Unrealized +47.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $475 Shares 2,632 Est. Cost $133.13 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $474 Shares 2,986 Est. Cost $92.20 Unrealized +54.6%
MRK MERCK & CO INC 0.2%
Value ($000) $469 Shares 5,714 Est. Cost $49.39 Unrealized +41.4%
UDR UDR INC 0.2%
Value ($000) $464 Shares 8,078 Est. Cost $31.74 Unrealized +53.5%
INTU INTUIT 0.2%
Value ($000) $449 Shares 933 Est. Cost $212.38 Unrealized +135.2%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $447 Shares 3,990 Est. Cost $94.47 Unrealized +6.9%
IWB ISHARES TR 0.2%
Value ($000) $447 Shares 1,788 Est. Cost $147.00 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $440 Shares 215 Est. Cost $715.82 Unrealized +173.0%
MMM 3M CO 0.2%
Value ($000) $433 Shares 2,910 Est. Cost $141.35 Unrealized -18.9%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $423 Shares 4,500 Est. Cost $68.70 Unrealized +20.5%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $421 Shares 1,015 Est. Cost $293.83 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $416 Shares 5,485 Est. Cost $59.73 Unrealized +21.1%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $412 Shares 1,565 Est. Cost $161.79 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $396 Shares 5,281 Est. Cost $98.55 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $391 Shares 3,004 Est. Cost $102.22 Unrealized +9.7%
MBB ISHARES TR 0.1%
Value ($000) $389 Shares 3,810 Est. Cost $104.64 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $379 Shares 772 Est. Cost $243.73 Unrealized +77.5%
SUB ISHARES TR 0.1%
Value ($000) $378 Shares 3,610 Est. Cost $104.71 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $378 Shares 3,731 Est. Cost $55.85 Unrealized +64.7%
IYW ISHARES TR 0.1%
Value ($000) $378 Shares 3,666 Est. Cost $110.72 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $375 Shares 4,910 Est. Cost $88.53 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $369 Shares 2,370 Est. Cost $110.31 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $349 Shares 125 Est. Cost $55.33 Unrealized +143.9%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $345 Shares 4,806 Est. Cost $47.96 Unrealized +47.8%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $339 Shares 1,130 Est. Cost $139.94 Unrealized +104.1%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $338 Shares 1,880 Est. Cost $170.99 Unrealized +11.4%
CTAS CINTAS CORP 0.1%
Value ($000) $332 Shares 780 Est. Cost $40.12 Unrealized +134.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $320 Shares 2,310 Est. Cost $90.05 Unrealized +26.9%
NOW SERVICENOW INC 0.1%
Value ($000) $317 Shares 570 Est. Cost $37.82 Unrealized +196.3%
CME CME GROUP INC 0.1%
Value ($000) $317 Shares 1,330 Est. Cost $131.42 Unrealized +52.7%
SO SOUTHERN CO 0.1%
Value ($000) $310 Shares 4,273 Est. Cost $58.69 Unrealized 0.0%
CE CELANESE CORP DEL 0.1%
Value ($000) $308 Shares 2,157 Est. Cost $151.34 Unrealized -5.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $305 Shares 4,352 Est. Cost $37.56 Unrealized +54.5%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $304 Shares 6,287 Est. Cost $40.77 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $303 Shares 776 Est. Cost $280.49 Unrealized +7.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $300 Shares 1,022 Est. Cost $115.99 Unrealized +111.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $290 Shares 1,274 Est. Cost $154.22 Unrealized +27.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $285 Shares 4,797 Est. Cost $58.91 Unrealized -6.4%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $285 Shares 4,560 Est. Cost $30.84 Unrealized +69.8%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $283 Shares 1,848 Est. Cost $162.55 Unrealized -4.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $282 Shares 1,749 Est. Cost $50.62 Unrealized +167.6%
TER TERADYNE INC 0.1%
Value ($000) $272 Shares 2,300 Est. Cost $59.31 Unrealized +110.0%
MTCH MATCH GROUP INC NEW 0.1%
Value ($000) $269 Shares 2,476 Est. Cost $114.31 Unrealized -5.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $268 Shares 2,397 Est. Cost $89.19 Unrealized 0.0%
CERNER CORP 0.1%
Value ($000) $260 Shares 2,780 Est. Cost $57.96 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $260 Shares 1,225 Est. Cost $151.32 Unrealized +26.4%
IWD ISHARES TR 0.1%
Value ($000) $253 Shares 1,525 Est. Cost $110.49 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $250 Shares 2,032 Est. Cost $88.30 Unrealized +29.1%
IYJ ISHARES TR 0.1%
Value ($000) $249 Shares 2,357 Est. Cost $122.52 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $249 Shares 1,280 Est. Cost $117.49 Unrealized +45.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $249 Shares 1,972 Est. Cost $104.46 Unrealized +21.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $240 Shares 1,303 Est. Cost $118.19 Unrealized +47.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $239 Shares 4,928 Est. Cost $39.98 Unrealized +21.3%
IWF ISHARES TR 0.1%
Value ($000) $236 Shares 850 Est. Cost $152.46 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $233 Shares 454 Est. Cost $98.04 Unrealized +11.6%
WEN WENDYS CO 0.1%
Value ($000) $232 Shares 10,551 Est. Cost $17.80 Unrealized +26.6%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $231 Shares 2,320 Est. Cost $62.98 Unrealized +51.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $225 Shares 390 Est. Cost $418.22 Unrealized +19.8%
MUB ISHARES TR 0.1%
Value ($000) $224 Shares 2,045 Est. Cost $111.16 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $220 Shares 1,110 Est. Cost $155.09 Unrealized +18.5%
GNTX GENTEX CORP 0.1%
Value ($000) $219 Shares 7,491 Est. Cost $24.86 Unrealized +25.1%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $219 Shares 1,322 Est. Cost $157.80 Unrealized -7.4%
WING WINGSTOP INC 0.1%
Value ($000) $205 Shares 1,751 Est. Cost $73.27 Unrealized +93.5%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $204 Shares 432 Est. Cost $293.89 Unrealized +49.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $204 Shares 674 Est. Cost $322.64 Unrealized -9.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $202 Shares 613 Est. Cost $197.01 Unrealized +62.3%
RIO RIO TINTO PLC 0.1%
Value ($000) $200 Shares 2,496 Est. Cost $80.13 Unrealized
ANR INC 0.0%
Value ($000) $0 Shares 15,154 Est. Cost Unrealized