D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 2, 2018

Total Value ($000): $189,385 (100.0% shares, 0.0% debt)

Holdings (190)

VTI Vanguard Total Stock Market ETF 5.5%
Value ($000) $10,508 Shares 77,421 Est. Cost $136.93 Unrealized
SCHX Schwab US Large-Cap ETF 3.2%
Value ($000) $5,966 Shares 94,573 Est. Cost $63.68 Unrealized
VCIT Vanguard Interm-Term Corp Bond ETF 3.0%
Value ($000) $5,752 Shares 67,801 Est. Cost $86.68 Unrealized
SCHD Schwab US Dividend Equity ETF 2.7%
Value ($000) $5,104 Shares 104,095 Est. Cost $51.00 Unrealized
PPG PPG Industries Inc 2.4%
Value ($000) $4,542 Shares 40,703 Est. Cost $99.03 Unrealized +0.5%
AAPL Apple Inc 2.4%
Value ($000) $4,539 Shares 27,051 Est. Cost $39.17 Unrealized +3.2%
XLK Technology Select Sector SPDR ETF 2.2%
Value ($000) $4,243 Shares 64,862 Est. Cost $64.32 Unrealized
BND Vanguard Total Bond Market ETF 2.0%
Value ($000) $3,789 Shares 47,406 Est. Cost $81.57 Unrealized
PNC PNC Financial Services Group Inc 1.5%
Value ($000) $2,867 Shares 18,960 Est. Cost $104.98 Unrealized +12.6%
SCHZ Schwab US Aggregate Bond ETF 1.4%
Value ($000) $2,743 Shares 53,758 Est. Cost $51.86 Unrealized
SCHB Schwab US Broad Market ETF 1.4%
Value ($000) $2,717 Shares 42,595 Est. Cost $64.35 Unrealized
MSFT Microsoft Corp 1.4%
Value ($000) $2,630 Shares 28,819 Est. Cost $80.03 Unrealized +5.3%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 1.3%
Value ($000) $2,532 Shares 26,185 Est. Cost $96.70 Unrealized
ADP Automatic Data Processing Inc 1.2%
Value ($000) $2,328 Shares 20,512 Est. Cost $96.28 Unrealized +2.4%
IWF iShares Russell 1000 Growth ETF 1.2%
Value ($000) $2,299 Shares 16,893 Est. Cost $134.67 Unrealized
MINT PIMCO Enhanced Short Maturity Active ETF 1.2%
Value ($000) $2,279 Shares 22,445 Est. Cost $101.54 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 1.2%
Value ($000) $2,188 Shares 24,154 Est. Cost $90.59 Unrealized
XLF Financial Select Sector SPDR ETF 1.0%
Value ($000) $1,860 Shares 67,469 Est. Cost $27.83 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $1,787 Shares 13,945 Est. Cost $109.65 Unrealized -1.2%
BA Boeing Co 0.9%
Value ($000) $1,709 Shares 5,211 Est. Cost $260.87 Unrealized +23.8%
IJR iShares S&P Small-Cap ETF 0.9%
Value ($000) $1,667 Shares 21,644 Est. Cost $76.83 Unrealized
XOM Exxon Mobil Corp 0.9%
Value ($000) $1,629 Shares 21,837 Est. Cost $57.12 Unrealized -2.4%
FXL First Trust Technology AlphaDEX ETF 0.9%
Value ($000) $1,614 Shares 29,340 Est. Cost $51.30 Unrealized
GLD SPDR Gold Shares ETF 0.8%
Value ($000) $1,599 Shares 12,713 Est. Cost $123.78 Unrealized
BMY Bristol-Myers Squibb Co 0.8%
Value ($000) $1,545 Shares 24,421 Est. Cost $46.92 Unrealized +2.5%
AGG iShares Core US Aggregate Bond ETF 0.8%
Value ($000) $1,531 Shares 14,279 Est. Cost $109.27 Unrealized
NFLX Netflix Inc 0.8%
Value ($000) $1,529 Shares 5,176 Est. Cost $19.26 Unrealized +41.4%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.8%
Value ($000) $1,479 Shares 31,186 Est. Cost $47.43 Unrealized
IVV iShares Core S&P 500 ETF 0.8%
Value ($000) $1,472 Shares 5,547 Est. Cost $268.19 Unrealized
POWERSHARES INTERNATIONAL CORPORATE BOND PORTFOLIO ETF 0.8%
Value ($000) $1,431 Shares 51,410 Est. Cost $27.84 Unrealized
INTC Intel Corp 0.7%
Value ($000) $1,398 Shares 26,851 Est. Cost $37.05 Unrealized +8.1%
VOO Vanguard S&P 500 ETF 0.7%
Value ($000) $1,383 Shares 5,714 Est. Cost $243.05 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.7%
Value ($000) $1,383 Shares 7,533 Est. Cost $176.16 Unrealized
BKNG BOOKING HLDGS INC COM 0.7%
Value ($000) $1,379 Shares 663 Est. Cost $1933.58 Unrealized 0.0%
PowerShares QQQ ETF 0.7%
Value ($000) $1,357 Shares 8,476 Est. Cost $160.10 Unrealized
MO Altria Group Inc 0.7%
Value ($000) $1,354 Shares 21,726 Est. Cost $36.63 Unrealized -0.2%
BRK/B Berkshire Hathaway Inc B 0.7%
Value ($000) $1,334 Shares 6,687 Est. Cost $191.28 Unrealized +7.3%
WY Weyerhaeuser Co 0.7%
Value ($000) $1,332 Shares 38,062 Est. Cost $25.81 Unrealized +0.4%
QRVO QORVO INC COM 0.7%
Value ($000) $1,301 Shares 18,465 Est. Cost $75.36 Unrealized 0.0%
VUG Vanguard Growth ETF 0.7%
Value ($000) $1,299 Shares 9,159 Est. Cost $141.41 Unrealized
PFE Pfizer Inc 0.7%
Value ($000) $1,269 Shares 35,770 Est. Cost $23.86 Unrealized +1.6%
META Facebook Inc A 0.7%
Value ($000) $1,260 Shares 7,888 Est. Cost $178.31 Unrealized 0.0%
D Dominion Energy Inc 0.7%
Value ($000) $1,240 Shares 18,389 Est. Cost $56.00 Unrealized -7.3%
VZ Verizon Communications Inc 0.6%
Value ($000) $1,219 Shares 25,486 Est. Cost $32.08 Unrealized +2.9%
MA Mastercard Inc A 0.6%
Value ($000) $1,181 Shares 6,743 Est. Cost $159.26 Unrealized +2.8%
HYG iShares iBoxx High Yield Corporate Bond ETF 0.6%
Value ($000) $1,172 Shares 13,686 Est. Cost $85.63 Unrealized
DVA DAVITA INC COM 0.6%
Value ($000) $1,171 Shares 17,765 Est. Cost $73.45 Unrealized 0.0%
HD The Home Depot Inc 0.6%
Value ($000) $1,169 Shares 6,558 Est. Cost $143.90 Unrealized +7.5%
VWO Vanguard FTSE Emerging Markets ETF 0.6%
Value ($000) $1,161 Shares 24,710 Est. Cost $46.99 Unrealized
FVD First Trust Value Line Dividend ETF 0.6%
Value ($000) $1,141 Shares 38,160 Est. Cost $29.90 Unrealized
LMT Lockheed Martin Corp 0.6%
Value ($000) $1,135 Shares 3,360 Est. Cost $255.75 Unrealized +7.7%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.6%
Value ($000) $1,134 Shares 21,957 Est. Cost $51.65 Unrealized
MCD McDonald's Corp 0.6%
Value ($000) $1,122 Shares 7,178 Est. Cost $138.33 Unrealized -1.2%
T AT&T Inc 0.6%
Value ($000) $1,094 Shares 30,678 Est. Cost $15.32 Unrealized +3.2%
CSCO Cisco Systems Inc 0.6%
Value ($000) $1,092 Shares 25,461 Est. Cost $28.99 Unrealized +15.4%
CVX Chevron Corp 0.6%
Value ($000) $1,057 Shares 9,273 Est. Cost $83.64 Unrealized +1.7%
MDT Medtronic PLC 0.5%
Value ($000) $1,039 Shares 12,951 Est. Cost $67.32 Unrealized 0.0%
PM Philip Morris International Inc 0.5%
Value ($000) $1,038 Shares 10,441 Est. Cost $69.46 Unrealized -1.1%
XLY Consumer Discret Select Sector SPDR ETF 0.5%
Value ($000) $1,008 Shares 9,951 Est. Cost $101.30 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.5%
Value ($000) $980 Shares 29,703 Est. Cost $32.99 Unrealized
V Visa Inc A 0.5%
Value ($000) $980 Shares 8,191 Est. Cost $114.76 Unrealized 0.0%
NVS Novartis AG ADR 0.5%
Value ($000) $971 Shares 12,007 Est. Cost $80.87 Unrealized
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $955 Shares 10,733 Est. Cost $27.11 Unrealized +4.5%
WFC Wells Fargo & Co 0.5%
Value ($000) $954 Shares 18,208 Est. Cost $45.73 Unrealized +4.4%
ABBV AbbVie Inc 0.5%
Value ($000) $952 Shares 10,060 Est. Cost $69.34 Unrealized +13.3%
KOP Koppers Holdings Inc 0.5%
Value ($000) $941 Shares 22,902 Est. Cost $44.37 Unrealized -3.9%
SCHA Schwab US Small-Cap ETF 0.5%
Value ($000) $932 Shares 13,483 Est. Cost $69.57 Unrealized
NOW SERVICENOW INC COM 0.5%
Value ($000) $920 Shares 5,561 Est. Cost $30.87 Unrealized 0.0%
Raytheon Co 0.5%
Value ($000) $917 Shares 4,248 Est. Cost $190.80 Unrealized
KO Coca Cola Co 0.5%
Value ($000) $902 Shares 20,780 Est. Cost $35.54 Unrealized -1.3%
SYY Sysco Corp 0.5%
Value ($000) $890 Shares 14,848 Est. Cost $46.29 Unrealized +6.4%
ABEV AMBEV SA SPONSORED ADR 0.5%
Value ($000) $888 Shares 122,140 Est. Cost $7.27 Unrealized
DEO Diageo PLC ADR 0.5%
Value ($000) $883 Shares 6,519 Est. Cost $144.49 Unrealized
BHP BHP Billiton Ltd ADR 0.5%
Value ($000) $872 Shares 19,624 Est. Cost $45.81 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.5%
Value ($000) $872 Shares 19,717 Est. Cost $44.23 Unrealized
DUK Duke Energy Corp 0.5%
Value ($000) $858 Shares 11,072 Est. Cost $61.53 Unrealized -8.9%
GLW Corning Inc 0.4%
Value ($000) $828 Shares 29,710 Est. Cost $25.18 Unrealized -1.4%
John Hancock Multifactor Technology EFT 0.4%
Value ($000) $825 Shares 18,995 Est. Cost $43.43 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.4%
Value ($000) $819 Shares 9,190 Est. Cost $80.02 Unrealized 0.0%
BDX Becton Dickinson & Co 0.4%
Value ($000) $816 Shares 3,767 Est. Cost $186.39 Unrealized +4.4%
John Hancock Multifactor Consumer Discretionary ETF 0.4%
Value ($000) $811 Shares 26,611 Est. Cost $30.54 Unrealized
UNILEVER PLC SPON ADR NEW 0.4%
Value ($000) $793 Shares 14,270 Est. Cost $55.57 Unrealized
Annaly Capital Management Inc 0.4%
Value ($000) $792 Shares 75,892 Est. Cost $11.62 Unrealized
RH RH 0.4%
Value ($000) $777 Shares 8,155 Est. Cost $90.43 Unrealized -1.9%
FXZ First Trust Materials AlphaDEX ETF 0.4%
Value ($000) $774 Shares 18,349 Est. Cost $43.83 Unrealized
SBUX Starbucks Corp 0.4%
Value ($000) $764 Shares 13,190 Est. Cost $47.50 Unrealized +2.5%
FXO First Trust Financials AlphaDEX ETF 0.4%
Value ($000) $761 Shares 24,522 Est. Cost $31.32 Unrealized
FXR First Trust Industrials/Producer Durables AlphaDEX ETF 0.4%
Value ($000) $755 Shares 19,078 Est. Cost $40.58 Unrealized
VTV Vanguard Value ETF 0.4%
Value ($000) $754 Shares 7,309 Est. Cost $104.08 Unrealized
QCOM Qualcomm Inc 0.4%
Value ($000) $738 Shares 13,325 Est. Cost $49.66 Unrealized +4.5%
REGN Regeneron Pharmaceuticals Inc 0.4%
Value ($000) $720 Shares 2,090 Est. Cost $345.90 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $712 Shares 4,594 Est. Cost $154.98 Unrealized
EA Electronic Arts Inc 0.4%
Value ($000) $709 Shares 5,844 Est. Cost $117.84 Unrealized 0.0%
INCY INCYTE CORP COM 0.4%
Value ($000) $701 Shares 8,408 Est. Cost $90.16 Unrealized 0.0%
BALL BALL CORP COM 0.4%
Value ($000) $690 Shares 17,370 Est. Cost $35.83 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.4%
Value ($000) $674 Shares 8,315 Est. Cost $85.82 Unrealized 0.0%
FDX FedEx Corp 0.3%
Value ($000) $661 Shares 2,754 Est. Cost $220.51 Unrealized 0.0%
MRK Merck & Co Inc 0.3%
Value ($000) $656 Shares 12,035 Est. Cost $42.49 Unrealized -0.6%
BlackRock Inc 0.3%
Value ($000) $652 Shares 1,203 Est. Cost $541.98 Unrealized
SCHF Schwab International Equity ETF 0.3%
Value ($000) $649 Shares 19,264 Est. Cost $33.89 Unrealized
IWO iShares Russell 2000 Growth ETF 0.3%
Value ($000) $641 Shares 3,365 Est. Cost $188.35 Unrealized
NKE Nike Inc B 0.3%
Value ($000) $639 Shares 9,621 Est. Cost $52.17 Unrealized +14.3%
CurrencyShares Swiss Franc ETF 0.3%
Value ($000) $632 Shares 6,423 Est. Cost $98.40 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.3%
Value ($000) $628 Shares 6,265 Est. Cost $86.96 Unrealized 0.0%
SLB Schlumberger LTD 0.3%
Value ($000) $614 Shares 9,474 Est. Cost $55.74 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $597 Shares 5,458 Est. Cost $109.38 Unrealized
PowerShares S&P 500 Quality ETF 0.3%
Value ($000) $557 Shares 18,665 Est. Cost $29.84 Unrealized
GOOGL Alphabet Inc A 0.3%
Value ($000) $549 Shares 529 Est. Cost $55.03 Unrealized 0.0%
BK Bank of New York Mellon Corp 0.3%
Value ($000) $545 Shares 10,583 Est. Cost $42.65 Unrealized +4.9%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $544 Shares 2,068 Est. Cost $265.96 Unrealized
TXN Texas Instruments Inc 0.3%
Value ($000) $544 Shares 5,235 Est. Cost $86.84 Unrealized 0.0%
IHY VANECK VECTORS INTERNATIONAL HIGH YIELD BOND ETF 0.3%
Value ($000) $540 Shares 21,167 Est. Cost $25.51 Unrealized
ZAYO GROUP HLDGS INC COM 0.3%
Value ($000) $537 Shares 15,725 Est. Cost $34.15 Unrealized
Retail Properties of America 0.3%
Value ($000) $526 Shares 45,119 Est. Cost $13.45 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $523 Shares 2,778 Est. Cost $157.26 Unrealized +7.6%
AMZN Amazon.com Inc 0.3%
Value ($000) $522 Shares 361 Est. Cost $71.51 Unrealized 0.0%
MUB iShares National Muni Bond ETF 0.3%
Value ($000) $517 Shares 4,744 Est. Cost $110.81 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $507 Shares 7,698 Est. Cost $65.86 Unrealized
SEATTLE GENETICS INC COM 0.3%
Value ($000) $500 Shares 9,555 Est. Cost $52.33 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.3%
Value ($000) $496 Shares 6,921 Est. Cost $71.12 Unrealized
EFX EQUIFAX INC COM 0.2%
Value ($000) $472 Shares 4,010 Est. Cost $111.89 Unrealized 0.0%
PowerShares DB Precious Metals ETF 0.2%
Value ($000) $470 Shares 12,172 Est. Cost $38.61 Unrealized
BIIB Biogen Inc 0.2%
Value ($000) $467 Shares 1,707 Est. Cost $310.41 Unrealized 0.0%
JPM JP Morgan Chase & Co 0.2%
Value ($000) $465 Shares 4,227 Est. Cost $84.69 Unrealized +8.0%
Macquarie Infrastructure Corp 0.2%
Value ($000) $460 Shares 12,443 Est. Cost $59.24 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $451 Shares 7,440 Est. Cost $60.62 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.2%
Value ($000) $447 Shares 4,185 Est. Cost $106.83 Unrealized
Oaktree Capital Group LLC 0.2%
Value ($000) $432 Shares 10,921 Est. Cost $42.13 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.2%
Value ($000) $411 Shares 5,639 Est. Cost $72.89 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.2%
Value ($000) $408 Shares 4,940 Est. Cost $82.59 Unrealized
SEE SEALED AIR CORP NEW COM 0.2%
Value ($000) $404 Shares 9,435 Est. Cost $39.19 Unrealized 0.0%
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $402 Shares 6,920 Est. Cost $58.09 Unrealized
FCF First Commonwealth Financial Corp 0.2%
Value ($000) $397 Shares 28,119 Est. Cost $10.98 Unrealized 0.0%
NUE Nucor Corp 0.2%
Value ($000) $395 Shares 6,471 Est. Cost $49.27 Unrealized +13.2%
SCHW SCHWAB CHARLES CORP NEW COM 0.2%
Value ($000) $390 Shares 7,463 Est. Cost $48.14 Unrealized 0.0%
EEFT EURONET WORLDWIDE INC COM 0.2%
Value ($000) $387 Shares 4,900 Est. Cost $88.03 Unrealized 0.0%
XLE Energy Select Sector SPDR ETF 0.2%
Value ($000) $381 Shares 5,653 Est. Cost $72.13 Unrealized
GOOG Alphabet Inc C 0.2%
Value ($000) $375 Shares 363 Est. Cost $54.79 Unrealized 0.0%
E TRADE FINANCIAL CORP COM NEW 0.2%
Value ($000) $369 Shares 6,665 Est. Cost $55.36 Unrealized
GENESEE & WYO INC CL A 0.2%
Value ($000) $364 Shares 5,135 Est. Cost $70.89 Unrealized
XLV Health Care Select Sector SPDR ETF 0.2%
Value ($000) $362 Shares 4,451 Est. Cost $81.33 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.2%
Value ($000) $352 Shares 4,494 Est. Cost $78.33 Unrealized
BR Broadridge Financial Solutions Inc 0.2%
Value ($000) $351 Shares 3,200 Est. Cost $76.08 Unrealized +14.3%
FNCL Fidelity MSCI Financials ETF 0.2%
Value ($000) $347 Shares 8,583 Est. Cost $40.67 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $343 Shares 4,924 Est. Cost $70.17 Unrealized
ENB Enbridge Inc 0.2%
Value ($000) $341 Shares 10,823 Est. Cost $22.66 Unrealized -5.1%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $339 Shares 1,582 Est. Cost $186.06 Unrealized +8.1%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.2%
Value ($000) $339 Shares 6,797 Est. Cost $49.87 Unrealized
ETN Eaton Corp PLC 0.2%
Value ($000) $338 Shares 4,232 Est. Cost $67.84 Unrealized +3.6%
VOT Vanguard Mid-Cap Growth ETF 0.2%
Value ($000) $335 Shares 2,585 Est. Cost $129.59 Unrealized
SNA Snap-on Inc 0.2%
Value ($000) $332 Shares 2,250 Est. Cost $132.64 Unrealized +1.2%
POWERSHARES S&P MIDCAP LOW VOLATILITY PORTFOLIO 0.2%
Value ($000) $330 Shares 7,358 Est. Cost $44.85 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $329 Shares 1,491 Est. Cost $172.26 Unrealized +5.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.2%
Value ($000) $314 Shares 2,033 Est. Cost $154.45 Unrealized
MNRO Monro Muffler Brakes Inc 0.2%
Value ($000) $302 Shares 5,625 Est. Cost $52.83 Unrealized +5.0%
BRK/A Berkshire Hathaway Inc A 0.2%
Value ($000) $299 Shares 1 Est. Cost $284799.47 Unrealized +8.2%
RIG TRANSOCEAN LTD REG SHS 0.2%
Value ($000) $297 Shares 30,040 Est. Cost $10.30 Unrealized 0.0%
VXF Vanguard Extended Market ETF 0.2%
Value ($000) $294 Shares 2,638 Est. Cost $111.75 Unrealized
OLLI Ollies Bargain Outlet Hldgs Inc 0.1%
Value ($000) $271 Shares 4,500 Est. Cost $56.91 Unrealized 0.0%
GAL SPDR Global Allocation ETF 0.1%
Value ($000) $271 Shares 7,120 Est. Cost $38.28 Unrealized
CDK Global Inc 0.1%
Value ($000) $270 Shares 4,266 Est. Cost $71.26 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $269 Shares 5,452 Est. Cost $49.34 Unrealized
Dunkin Brands Group Inc 0.1%
Value ($000) $269 Shares 4,500 Est. Cost $59.78 Unrealized
PowerShares S&P 500 Low Volatility ETF 0.1%
Value ($000) $267 Shares 5,687 Est. Cost $46.95 Unrealized
Spirit Realty Capital Inc 0.1%
Value ($000) $263 Shares 33,880 Est. Cost $8.57 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.1%
Value ($000) $259 Shares 6,469 Est. Cost $40.04 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $258 Shares 1,585 Est. Cost $163.34 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $252 Shares 4,608 Est. Cost $54.69 Unrealized
USL United Month Oil Fund 0.1%
Value ($000) $250 Shares 11,024 Est. Cost $20.95 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $250 Shares 3,309 Est. Cost $83.00 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $249 Shares 4,261 Est. Cost $58.44 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $247 Shares 1,628 Est. Cost $151.72 Unrealized
LECO Lincoln Electric Holdings Inc 0.1%
Value ($000) $243 Shares 2,698 Est. Cost $91.42 Unrealized +1.9%
United Technologies Corp 0.1%
Value ($000) $243 Shares 1,929 Est. Cost $125.97 Unrealized
KMX CarMax Inc 0.1%
Value ($000) $239 Shares 3,863 Est. Cost $71.34 Unrealized -8.4%
LFUS Littelfuse Inc 0.1%
Value ($000) $234 Shares 1,125 Est. Cost $209.75 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $231 Shares 1,121 Est. Cost $187.44 Unrealized +9.7%
JJSF J&J Snack Foods Corp 0.1%
Value ($000) $231 Shares 1,688 Est. Cost $122.03 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $231 Shares 1,589 Est. Cost $114.77 Unrealized 0.0%
CHRW C.H. Robinson Worldwide Inc 0.1%
Value ($000) $219 Shares 2,332 Est. Cost $76.47 Unrealized 0.0%
Sirius XM Holdings Inc 0.1%
Value ($000) $216 Shares 34,600 Est. Cost $5.35 Unrealized
TSCO Tractor Supply Co 0.1%
Value ($000) $213 Shares 3,375 Est. Cost $12.33 Unrealized 0.0%
DIAMOND OFFSHORE DRILLING INC COM 0.1%
Value ($000) $211 Shares 14,390 Est. Cost $14.66 Unrealized
EMB iShares Emerging Markets Bond ETF 0.1%
Value ($000) $209 Shares 1,850 Est. Cost $112.97 Unrealized
ISHARES COMEX GOLD TRUST 0.1%
Value ($000) $201 Shares 15,808 Est. Cost $12.72 Unrealized
TD Ameritrade Holdings Corp 0.1%
Value ($000) $201 Shares 3,400 Est. Cost $59.12 Unrealized
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $200 Shares 5,715 Est. Cost $25.66 Unrealized 0.0%
Invesco PA Value Muni Income Trust 0.1%
Value ($000) $195 Shares 16,591 Est. Cost $12.16 Unrealized
FS Investment Corp 0.0%
Value ($000) $92 Shares 12,698 Est. Cost $7.37 Unrealized
ENSCO PLC SHS CLASS A 0.0%
Value ($000) $84 Shares 19,195 Est. Cost $4.38 Unrealized