D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 12, 2019

Total Value ($000): $234,269 (100.0% shares, 0.0% debt)

Holdings (205)

SCHX Schwab US Large-Cap ETF 5.9%
Value ($000) $13,813 Shares 204,307 Est. Cost $64.63 Unrealized
VTI Vanguard Total Stock Market ETF 5.7%
Value ($000) $13,343 Shares 92,205 Est. Cost $136.75 Unrealized
SCHO Schwab Short-Term US Treasury ETF 4.8%
Value ($000) $11,354 Shares 226,226 Est. Cost $50.17 Unrealized
SCHZ Schwab US Aggregate Bond ETF 3.4%
Value ($000) $8,027 Shares 154,719 Est. Cost $51.13 Unrealized
SCHB Schwab US Broad Market ETF 2.8%
Value ($000) $6,566 Shares 96,483 Est. Cost $65.20 Unrealized
SCHD Schwab US Dividend Equity ETF 2.5%
Value ($000) $5,758 Shares 110,137 Est. Cost $51.02 Unrealized
AAPL Apple Inc 2.1%
Value ($000) $4,992 Shares 26,279 Est. Cost $39.17 Unrealized +3.2%
PPG PPG Industries Inc 1.8%
Value ($000) $4,321 Shares 38,279 Est. Cost $99.03 Unrealized -5.2%
VCSH Vanguard Short-Term Corporate Bond ETF 1.7%
Value ($000) $3,928 Shares 49,253 Est. Cost $78.46 Unrealized
MSFT Microsoft Corp 1.6%
Value ($000) $3,853 Shares 32,671 Est. Cost $82.47 Unrealized +24.0%
ADP Automatic Data Processing Inc 1.4%
Value ($000) $3,313 Shares 20,738 Est. Cost $96.28 Unrealized +30.3%
GLD SPDR Gold Shares ETF 1.2%
Value ($000) $2,912 Shares 23,868 Est. Cost $121.51 Unrealized
XLK Technology Select Sector SPDR ETF 1.2%
Value ($000) $2,758 Shares 37,273 Est. Cost $64.32 Unrealized
SCHR Schwab Intermediate-Term US Treasury ETF 1.1%
Value ($000) $2,620 Shares 48,726 Est. Cost $52.80 Unrealized
SCHH Schwab US Real Estate ETF 1.0%
Value ($000) $2,448 Shares 55,089 Est. Cost $41.90 Unrealized
PNC PNC Financial Services Group Inc 1.0%
Value ($000) $2,405 Shares 19,610 Est. Cost $104.89 Unrealized -7.7%
VCIT Vanguard Interm-Term Corp Bond ETF 1.0%
Value ($000) $2,385 Shares 27,452 Est. Cost $85.47 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $2,297 Shares 16,434 Est. Cost $109.96 Unrealized +0.3%
BRK/B Berkshire Hathaway Inc B 1.0%
Value ($000) $2,276 Shares 11,332 Est. Cost $197.11 Unrealized +2.4%
SCHF Schwab International Equity ETF 0.9%
Value ($000) $2,156 Shares 68,864 Est. Cost $32.56 Unrealized
BND Vanguard Total Bond Market ETF 0.9%
Value ($000) $2,104 Shares 25,913 Est. Cost $81.57 Unrealized
John Hancock Multifactor Consumer Staples ETF 0.9%
Value ($000) $2,032 Shares 74,473 Est. Cost $25.17 Unrealized
BA Boeing Co 0.8%
Value ($000) $1,990 Shares 5,218 Est. Cost $260.87 Unrealized +43.8%
IWF iShares Russell 1000 Growth ETF 0.8%
Value ($000) $1,946 Shares 12,854 Est. Cost $135.70 Unrealized
John Hancock Multifactor Healthcare ETF 0.8%
Value ($000) $1,897 Shares 55,446 Est. Cost $32.15 Unrealized
VZ Verizon Communications Inc 0.8%
Value ($000) $1,835 Shares 31,041 Est. Cost $33.08 Unrealized +17.7%
AGG iShares Core US Aggregate Bond ETF 0.8%
Value ($000) $1,777 Shares 16,292 Est. Cost $109.22 Unrealized
NFLX Netflix Inc 0.7%
Value ($000) $1,739 Shares 4,876 Est. Cost $19.26 Unrealized +80.0%
WPC W.P. Carey Inc 0.7%
Value ($000) $1,709 Shares 21,823 Est. Cost $65.36 Unrealized
XOM Exxon Mobil Corp 0.7%
Value ($000) $1,697 Shares 21,008 Est. Cost $57.12 Unrealized -2.9%
IJR iShares S&P Small-Cap ETF 0.7%
Value ($000) $1,697 Shares 21,991 Est. Cost $76.55 Unrealized
KO Coca Cola Co 0.7%
Value ($000) $1,684 Shares 35,943 Est. Cost $36.73 Unrealized +2.8%
VOO Vanguard S&P 500 ETF 0.7%
Value ($000) $1,672 Shares 6,443 Est. Cost $242.57 Unrealized
SCHA Schwab US Small-Cap ETF 0.7%
Value ($000) $1,617 Shares 23,121 Est. Cost $69.78 Unrealized
PFE Pfizer Inc 0.7%
Value ($000) $1,576 Shares 37,099 Est. Cost $24.01 Unrealized +21.8%
MA Mastercard Inc A 0.7%
Value ($000) $1,534 Shares 6,515 Est. Cost $159.81 Unrealized +29.7%
XLV Health Care Select Sector SPDR ETF 0.7%
Value ($000) $1,527 Shares 16,639 Est. Cost $90.04 Unrealized
QQQ PowerShares QQQ ETF 0.6%
Value ($000) $1,506 Shares 8,382 Est. Cost $172.00 Unrealized
CSCO Cisco Systems Inc 0.6%
Value ($000) $1,432 Shares 26,531 Est. Cost $29.55 Unrealized +33.7%
FVD First Trust Value Line Dividend ETF 0.6%
Value ($000) $1,432 Shares 44,103 Est. Cost $30.04 Unrealized
NVS Novartis AG ADR 0.6%
Value ($000) $1,416 Shares 14,729 Est. Cost $81.46 Unrealized
INTC Intel Corp 0.6%
Value ($000) $1,399 Shares 26,058 Est. Cost $37.05 Unrealized +18.3%
MCD McDonald's Corp 0.6%
Value ($000) $1,381 Shares 7,272 Est. Cost $138.46 Unrealized +11.7%
D Dominion Energy Inc 0.6%
Value ($000) $1,366 Shares 17,820 Est. Cost $55.64 Unrealized -3.1%
V Visa Inc A 0.6%
Value ($000) $1,315 Shares 8,422 Est. Cost $115.29 Unrealized +19.2%
HD The Home Depot Inc 0.5%
Value ($000) $1,279 Shares 6,668 Est. Cost $144.46 Unrealized +7.1%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $1,277 Shares 4,522 Est. Cost $260.83 Unrealized
MO Altria Group Inc 0.5%
Value ($000) $1,268 Shares 22,080 Est. Cost $36.10 Unrealized -17.7%
PM Philip Morris International Inc 0.5%
Value ($000) $1,211 Shares 13,698 Est. Cost $66.35 Unrealized -15.5%
IVV iShares Core S&P 500 ETF 0.5%
Value ($000) $1,183 Shares 4,158 Est. Cost $266.24 Unrealized
MDT Medtronic PLC 0.5%
Value ($000) $1,181 Shares 12,962 Est. Cost $67.37 Unrealized +10.3%
BHP BHP Billiton LTD ADR 0.5%
Value ($000) $1,173 Shares 21,449 Est. Cost $46.30 Unrealized
DEO Diageo PLC ADR 0.5%
Value ($000) $1,162 Shares 7,104 Est. Cost $144.28 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $1,150 Shares 9,339 Est. Cost $83.86 Unrealized +4.3%
T AT&T Inc 0.5%
Value ($000) $1,150 Shares 36,683 Est. Cost $15.16 Unrealized -6.6%
SBUX Starbucks Corp 0.5%
Value ($000) $1,101 Shares 14,807 Est. Cost $48.01 Unrealized +23.4%
SYY Sysco Corp 0.5%
Value ($000) $1,075 Shares 16,104 Est. Cost $46.98 Unrealized +15.2%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $1,071 Shares 10,983 Est. Cost $27.12 Unrealized +7.8%
XLU Utilities Select Sector SPDR ETF 0.5%
Value ($000) $1,063 Shares 18,271 Est. Cost $52.85 Unrealized
AMZN Amazon.com Inc 0.5%
Value ($000) $1,063 Shares 597 Est. Cost $75.02 Unrealized +10.9%
GLW Corning Inc 0.4%
Value ($000) $1,053 Shares 31,808 Est. Cost $25.13 Unrealized +7.6%
LMT Lockheed Martin Corp 0.4%
Value ($000) $1,048 Shares 3,493 Est. Cost $254.97 Unrealized -4.5%
CWB SPDR Bloomberg Barclays Convertible Securities ETF 0.4%
Value ($000) $1,032 Shares 19,753 Est. Cost $51.65 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.4%
Value ($000) $1,030 Shares 24,233 Est. Cost $46.81 Unrealized
BDX Becton Dickinson & Co 0.4%
Value ($000) $1,012 Shares 4,053 Est. Cost $187.33 Unrealized +13.6%
BALL Ball Corp 0.4%
Value ($000) $1,002 Shares 17,310 Est. Cost $35.81 Unrealized +37.7%
BKNG Booking Holdings Inc 0.4%
Value ($000) $993 Shares 569 Est. Cost $1938.02 Unrealized -9.4%
DUK Duke Energy Corp 0.4%
Value ($000) $984 Shares 10,937 Est. Cost $61.43 Unrealized +8.9%
GOOGL Alphabet Inc A 0.4%
Value ($000) $980 Shares 833 Est. Cost $55.27 Unrealized +1.4%
IDV iShares International Select Dividend ETF 0.4%
Value ($000) $972 Shares 31,512 Est. Cost $32.83 Unrealized
MRK Merck & Co Inc 0.4%
Value ($000) $969 Shares 11,652 Est. Cost $42.49 Unrealized +41.9%
NTR Nutrien LTD 0.4%
Value ($000) $941 Shares 17,831 Est. Cost $38.63 Unrealized +6.7%
ABBV AbbVie Inc 0.4%
Value ($000) $913 Shares 11,331 Est. Cost $68.70 Unrealized -11.2%
XLY Consumer Discret Select Sector SPDR ETF 0.4%
Value ($000) $890 Shares 7,821 Est. Cost $101.67 Unrealized
PEP Pepsico Inc 0.4%
Value ($000) $890 Shares 7,263 Est. Cost $90.68 Unrealized +2.0%
MDLZ Mondelez International Inc A 0.4%
Value ($000) $888 Shares 17,782 Est. Cost $35.62 Unrealized +8.8%
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $882 Shares 18,480 Est. Cost $46.86 Unrealized -18.3%
WFC Wells Fargo & Co 0.4%
Value ($000) $873 Shares 18,060 Est. Cost $45.39 Unrealized -10.2%
Annaly Capital Management Inc 0.4%
Value ($000) $872 Shares 87,275 Est. Cost $11.42 Unrealized
LULU Lululemon Athletica Inc 0.4%
Value ($000) $869 Shares 5,301 Est. Cost $82.09 Unrealized +77.9%
WY Weyerhaeuser Co 0.4%
Value ($000) $865 Shares 32,832 Est. Cost $24.46 Unrealized -21.1%
SPLV PowerShares S&P 500 Low Volatility ETF 0.4%
Value ($000) $861 Shares 16,365 Est. Cost $49.14 Unrealized
Unilever PLC ADR 0.4%
Value ($000) $837 Shares 14,496 Est. Cost $55.53 Unrealized
Raytheon Co 0.4%
Value ($000) $828 Shares 4,548 Est. Cost $190.87 Unrealized
SCHM Schwab US Mid-Cap ETF 0.3%
Value ($000) $816 Shares 14,739 Est. Cost $50.51 Unrealized
XLI Industrial Select Sector SPDR ETF 0.3%
Value ($000) $808 Shares 10,765 Est. Cost $75.06 Unrealized
QCOM Qualcomm Inc 0.3%
Value ($000) $807 Shares 14,149 Est. Cost $49.39 Unrealized -7.4%
VUG Vanguard Growth ETF 0.3%
Value ($000) $799 Shares 5,108 Est. Cost $141.41 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.3%
Value ($000) $796 Shares 6,297 Est. Cost $118.57 Unrealized
BABA Alibaba Group Holding LTD ADR 0.3%
Value ($000) $774 Shares 4,243 Est. Cost $176.16 Unrealized
KOP Koppers Holdings Inc 0.3%
Value ($000) $751 Shares 28,902 Est. Cost $40.33 Unrealized -43.5%
MNRO Monro Muffler Brakes Inc 0.3%
Value ($000) $725 Shares 8,376 Est. Cost $59.61 Unrealized +27.0%
INCY Incyte Corp 0.3%
Value ($000) $720 Shares 8,370 Est. Cost $76.89 Unrealized +5.8%
IYR iShares US Real Estate ETF 0.3%
Value ($000) $705 Shares 8,095 Est. Cost $78.08 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $705 Shares 2,910 Est. Cost $168.93 Unrealized +17.4%
FXL First Trust Technology AlphaDEX ETF 0.3%
Value ($000) $689 Shares 10,784 Est. Cost $55.36 Unrealized
GOOG Alphabet Inc C 0.3%
Value ($000) $684 Shares 583 Est. Cost $55.20 Unrealized +0.9%
VTV Vanguard Value ETF 0.3%
Value ($000) $683 Shares 6,348 Est. Cost $104.08 Unrealized
RH RH 0.3%
Value ($000) $672 Shares 6,523 Est. Cost $91.71 Unrealized +48.5%
CVS CVS Health Corp 0.3%
Value ($000) $668 Shares 12,386 Est. Cost $52.47 Unrealized -5.7%
XLF Financial Select Sector SPDR ETF 0.3%
Value ($000) $661 Shares 25,718 Est. Cost $27.83 Unrealized
FXO First Trust Financials AlphaDEX ETF 0.3%
Value ($000) $624 Shares 20,630 Est. Cost $30.25 Unrealized
FXD First Trust Consumer Discretionary AlphaDEX ETF 0.3%
Value ($000) $622 Shares 14,770 Est. Cost $42.11 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.3%
Value ($000) $621 Shares 11,068 Est. Cost $50.76 Unrealized
NKE Nike Inc B 0.3%
Value ($000) $618 Shares 7,343 Est. Cost $52.17 Unrealized +44.5%
FXR First Trust Industrials/Producer Durables AlphaDEX ETF 0.3%
Value ($000) $616 Shares 15,438 Est. Cost $39.90 Unrealized
SPHQ PowerShares S&P 500 Quality ETF 0.3%
Value ($000) $605 Shares 18,830 Est. Cost $30.06 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $604 Shares 14,789 Est. Cost $44.23 Unrealized
NOW ServiceNow Inc 0.3%
Value ($000) $595 Shares 2,415 Est. Cost $31.03 Unrealized +41.7%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $583 Shares 4,721 Est. Cost $119.85 Unrealized
MUB iShares National Muni Bond ETF 0.2%
Value ($000) $583 Shares 5,240 Est. Cost $110.15 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $583 Shares 8,982 Est. Cost $67.87 Unrealized
AMT American Tower Corp 0.2%
Value ($000) $578 Shares 2,934 Est. Cost $117.11 Unrealized +24.7%
OLLI Ollies Bargain Outlet Hldgs Inc 0.2%
Value ($000) $574 Shares 6,730 Est. Cost $64.53 Unrealized +24.9%
InterXion Holding NV 0.2%
Value ($000) $571 Shares 8,550 Est. Cost $62.87 Unrealized
MCO Moody's Corporation 0.2%
Value ($000) $561 Shares 3,100 Est. Cost $154.93 Unrealized 0.0%
BK Bank of New York Mellon Corp 0.2%
Value ($000) $536 Shares 10,638 Est. Cost $42.65 Unrealized -0.8%
Oaktree Capital Group LLC 0.2%
Value ($000) $529 Shares 10,664 Est. Cost $42.11 Unrealized
FXU First Trust Utilities AlphaDEX ETF 0.2%
Value ($000) $526 Shares 18,596 Est. Cost $26.79 Unrealized
SNA Snap-on Inc 0.2%
Value ($000) $524 Shares 3,350 Est. Cost $132.38 Unrealized +0.2%
SPGI S&P Global Inc 0.2%
Value ($000) $522 Shares 2,480 Est. Cost $182.65 Unrealized 0.0%
EQIX Equinix Inc 0.2%
Value ($000) $521 Shares 1,150 Est. Cost $349.39 Unrealized +2.5%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2%
Value ($000) $520 Shares 3,313 Est. Cost $158.63 Unrealized
EA Electronic Arts Inc 0.2%
Value ($000) $514 Shares 5,055 Est. Cost $111.29 Unrealized -17.2%
HYGH iShares Interest Rate Hedged High Yield Bond ETF 0.2%
Value ($000) $507 Shares 5,663 Est. Cost $90.57 Unrealized
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $504 Shares 2,563 Est. Cost $190.86 Unrealized
Dunkin Brands Group Inc 0.2%
Value ($000) $503 Shares 6,700 Est. Cost $63.97 Unrealized
DBP PowerShares DB Precious Metals ETF 0.2%
Value ($000) $502 Shares 13,858 Est. Cost $36.22 Unrealized
TSCO Tractor Supply Co 0.2%
Value ($000) $491 Shares 5,026 Est. Cost $13.52 Unrealized +20.9%
ENB Enbridge Inc 0.2%
Value ($000) $489 Shares 13,476 Est. Cost $22.53 Unrealized +1.6%
SBAC SBA Communications Corp A 0.2%
Value ($000) $461 Shares 2,310 Est. Cost $147.24 Unrealized +13.7%
CHRW C.H. Robinson Worldwide Inc 0.2%
Value ($000) $442 Shares 5,079 Est. Cost $75.39 Unrealized -1.2%
Retail Properties of America 0.2%
Value ($000) $435 Shares 35,695 Est. Cost $13.45 Unrealized
LQDH iShares Interest Rate Hedged Corporate Bond ETF 0.2%
Value ($000) $433 Shares 4,629 Est. Cost $96.70 Unrealized
VYM Vanguard High Dividend Yield Index 0.2%
Value ($000) $433 Shares 5,060 Est. Cost $82.58 Unrealized
UNH UnitedHealth Group Inc 0.2%
Value ($000) $421 Shares 1,701 Est. Cost $188.04 Unrealized +21.1%
FDX FedEx Corp 0.2%
Value ($000) $416 Shares 2,294 Est. Cost $219.10 Unrealized -28.9%
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $413 Shares 3,666 Est. Cost $109.80 Unrealized
IVW iShares S&P 500 Growth ETF 0.2%
Value ($000) $412 Shares 2,388 Est. Cost $159.02 Unrealized
HAL Halliburton Co 0.2%
Value ($000) $411 Shares 14,040 Est. Cost $26.24 Unrealized 0.0%
JJSF J&J Snack Foods Corp 0.2%
Value ($000) $399 Shares 2,513 Est. Cost $125.64 Unrealized +6.7%
SSD Simpson Manufacturing 0.2%
Value ($000) $396 Shares 6,674 Est. Cost $55.78 Unrealized -0.7%
SCHW Charles Schwab Corp 0.2%
Value ($000) $388 Shares 9,083 Est. Cost $47.13 Unrealized -13.1%
ETN Eaton Corp PLC 0.2%
Value ($000) $386 Shares 4,792 Est. Cost $67.84 Unrealized -2.0%
VPL Vanguard FTSE Pacific ETF 0.2%
Value ($000) $379 Shares 5,757 Est. Cost $72.62 Unrealized
CTAS Cintas Corp 0.2%
Value ($000) $377 Shares 1,866 Est. Cost $42.81 Unrealized +5.9%
NUE Nucor Corp 0.2%
Value ($000) $377 Shares 6,459 Est. Cost $49.27 Unrealized +2.9%
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $377 Shares 7,026 Est. Cost $57.97 Unrealized
XMLV Invesco S&P Mid-Cap Low Volatility ETF 0.2%
Value ($000) $370 Shares 7,440 Est. Cost $47.08 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.2%
Value ($000) $368 Shares 4,144 Est. Cost $86.54 Unrealized +7.1%
WELL Welltower Inc 0.2%
Value ($000) $365 Shares 4,700 Est. Cost $43.15 Unrealized +39.7%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $363 Shares 2,368 Est. Cost $149.18 Unrealized
PICB Invesco International Corporate Bond ETF 0.2%
Value ($000) $361 Shares 13,782 Est. Cost $26.14 Unrealized
RAMP LiveRamp Holdings Inc 0.2%
Value ($000) $361 Shares 6,615 Est. Cost $45.28 Unrealized +9.5%
JPM JP Morgan Chase & Co 0.2%
Value ($000) $357 Shares 3,530 Est. Cost $84.76 Unrealized +0.7%
Invesco BulletShares 2020 Corporate Bond ETF 0.1%
Value ($000) $351 Shares 16,540 Est. Cost $21.22 Unrealized
PRLB Proto Labs Inc 0.1%
Value ($000) $350 Shares 3,326 Est. Cost $112.20 Unrealized 0.0%
FNCL Fidelity MSCI Financials ETF 0.1%
Value ($000) $346 Shares 9,219 Est. Cost $39.43 Unrealized
OPLN KAR Auction Services Inc 0.1%
Value ($000) $343 Shares 6,676 Est. Cost $21.42 Unrealized -12.0%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $341 Shares 4,485 Est. Cost $69.88 Unrealized -1.9%
SLB Schlumberger LTD 0.1%
Value ($000) $341 Shares 7,835 Est. Cost $35.74 Unrealized 0.0%
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $339 Shares 825 Est. Cost $344.00 Unrealized +19.0%
SJM JM Smucker Co 0.1%
Value ($000) $335 Shares 2,875 Est. Cost $86.67 Unrealized -3.5%
ABEV AmBev ADR 0.1%
Value ($000) $334 Shares 77,765 Est. Cost $7.14 Unrealized
BR Broadridge Financial Solutions Inc 0.1%
Value ($000) $332 Shares 3,200 Est. Cost $76.08 Unrealized +17.2%
SYK Stryker Corp 0.1%
Value ($000) $331 Shares 1,674 Est. Cost $167.09 Unrealized 0.0%
MINT PIMCO Enhanced Short Maturity Active ETF 0.1%
Value ($000) $329 Shares 3,243 Est. Cost $101.54 Unrealized
META Facebook Inc A 0.1%
Value ($000) $327 Shares 1,960 Est. Cost $178.68 Unrealized -11.6%
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $317 Shares 8,602 Est. Cost $26.58 Unrealized +8.1%
CME CME Group Inc A 0.1%
Value ($000) $316 Shares 1,921 Est. Cost $142.24 Unrealized -3.0%
VRTX Vertex Pharmaceuticals Inc 0.1%
Value ($000) $315 Shares 1,715 Est. Cost $166.07 Unrealized +11.2%
CBOE CBOE Global Markets Inc 0.1%
Value ($000) $313 Shares 3,275 Est. Cost $94.76 Unrealized -8.6%
THRM Gentherm Inc 0.1%
Value ($000) $309 Shares 8,376 Est. Cost $37.39 Unrealized +8.9%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $309 Shares 1,130 Est. Cost $189.80 Unrealized +28.8%
LFUS Littelfuse Inc 0.1%
Value ($000) $305 Shares 1,674 Est. Cost $202.35 Unrealized -8.8%
JHMM John Hancock Multifactor Mid Cap ETF 0.1%
Value ($000) $305 Shares 8,671 Est. Cost $30.64 Unrealized
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $301 Shares 1 Est. Cost $284799.47 Unrealized +6.3%
SRLN SPDR Blackstone/GSO Senior Loan ETF 0.1%
Value ($000) $292 Shares 6,344 Est. Cost $47.43 Unrealized
EMB iShares Emerging Markets Bond ETF 0.1%
Value ($000) $273 Shares 2,485 Est. Cost $109.86 Unrealized
iShares Gold Trust ETF 0.1%
Value ($000) $266 Shares 21,513 Est. Cost $12.44 Unrealized
KMX CarMax Inc 0.1%
Value ($000) $264 Shares 3,783 Est. Cost $71.34 Unrealized -13.6%
RWX SPDR Dow Jones International Real Estate ETF 0.1%
Value ($000) $264 Shares 6,732 Est. Cost $39.94 Unrealized
CDK Global Inc 0.1%
Value ($000) $251 Shares 4,266 Est. Cost $71.26 Unrealized
IEI iShares 3-7 Treasury Bond ETF 0.1%
Value ($000) $249 Shares 2,018 Est. Cost $121.41 Unrealized
OSK Oshkosh Corp 0.1%
Value ($000) $248 Shares 3,300 Est. Cost $65.97 Unrealized 0.0%
Seattle Genetics Inc 0.1%
Value ($000) $243 Shares 3,320 Est. Cost $52.98 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $239 Shares 2,746 Est. Cost $82.48 Unrealized
FOXF Fox Factory Holding Corp 0.1%
Value ($000) $234 Shares 3,350 Est. Cost $63.44 Unrealized 0.0%
GD General Dynamics Corp 0.1%
Value ($000) $234 Shares 1,380 Est. Cost $172.26 Unrealized -16.6%
BlackRock Inc 0.1%
Value ($000) $231 Shares 540 Est. Cost $531.09 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $231 Shares 2,883 Est. Cost $60.45 Unrealized 0.0%
LECO Lincoln Electric Holdings Inc 0.1%
Value ($000) $227 Shares 2,707 Est. Cost $91.42 Unrealized -7.2%
UA Under Armour Inc C 0.1%
Value ($000) $226 Shares 11,979 Est. Cost $18.92 Unrealized -0.1%
TXN Texas Instruments Inc 0.1%
Value ($000) $213 Shares 2,008 Est. Cost $85.38 Unrealized 0.0%
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $210 Shares 8,066 Est. Cost $26.04 Unrealized
United Technologies Corp 0.1%
Value ($000) $205 Shares 1,590 Est. Cost $128.93 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $203 Shares 2,552 Est. Cost $79.55 Unrealized
UAA Under Armour Inc A 0.1%
Value ($000) $202 Shares 9,536 Est. Cost $20.95 Unrealized 0.0%
Spirit Realty Capital Inc 0.1%
Value ($000) $201 Shares 5,071 Est. Cost $39.64 Unrealized
Sirius XM Holdings Inc 0.1%
Value ($000) $196 Shares 34,600 Est. Cost $5.35 Unrealized
Invesco PA Value Muni Income Trust 0.1%
Value ($000) $177 Shares 14,232 Est. Cost $12.18 Unrealized
RIG Transocean LTD 0.1%
Value ($000) $153 Shares 17,605 Est. Cost $10.38 Unrealized -17.4%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $141 Shares 500 Est. Cost $260.83 Unrealized
Palatin Technologies Inc 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $0.75 Unrealized
BioLine RX LTD ADR 0.0%
Value ($000) $9 Shares 20,000 Est. Cost $1.05 Unrealized