CX Institutional Diversified Active

CIK: 0001737089 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 9, 2018

Total Value ($000): $302,591 (100.0% shares, 0.0% debt)

Holdings (338)

ITOT iShares ETFs/USA 4.0%
Value ($000) $12,188 Shares 182,923 Est. Cost $61.29 Unrealized
XMLV Invesco ETFs/USA 3.9%
Value ($000) $11,659 Shares 240,189 Est. Cost $47.06 Unrealized
GSLC Goldman Sachs ETF Trust 2.6%
Value ($000) $7,799 Shares 132,742 Est. Cost $55.60 Unrealized
SDY State Street ETF/USA 2.6%
Value ($000) $7,759 Shares 79,235 Est. Cost $94.80 Unrealized
IVV iShares ETFs/USA 2.6%
Value ($000) $7,743 Shares 26,451 Est. Cost $279.48 Unrealized
URTH iShares ETFs/USA 2.4%
Value ($000) $7,299 Shares 79,506 Est. Cost $87.41 Unrealized
VO Vanguard ETF/USA 2.4%
Value ($000) $7,251 Shares 44,160 Est. Cost $159.52 Unrealized
SHY iShares ETFs/USA 2.3%
Value ($000) $6,964 Shares 83,807 Est. Cost $83.32 Unrealized
VV Vanguard ETF/USA 2.1%
Value ($000) $6,323 Shares 47,362 Est. Cost $126.84 Unrealized
IDV iShares ETFs/USA 2.0%
Value ($000) $6,133 Shares 187,943 Est. Cost $32.81 Unrealized
VYM Vanguard ETF/USA 2.0%
Value ($000) $6,027 Shares 69,209 Est. Cost $85.00 Unrealized
XSLV Invesco ETFs/USA 2.0%
Value ($000) $6,019 Shares 121,741 Est. Cost $48.35 Unrealized
SHM State Street ETF/USA 1.8%
Value ($000) $5,557 Shares 116,521 Est. Cost $47.76 Unrealized
LVHD Legg Mason ETF Investment Trus 1.8%
Value ($000) $5,516 Shares 180,117 Est. Cost $30.15 Unrealized
XLV State Street ETF/USA 1.8%
Value ($000) $5,480 Shares 57,589 Est. Cost $87.84 Unrealized
XLE State Street ETF/USA 1.7%
Value ($000) $5,150 Shares 67,989 Est. Cost $71.44 Unrealized
DLN WisdomTree ETFs/USA 1.7%
Value ($000) $5,079 Shares 53,235 Est. Cost $92.08 Unrealized
IUSB iShares ETFs/USA 1.7%
Value ($000) $5,068 Shares 103,133 Est. Cost $49.94 Unrealized
MUB iShares ETFs/USA 1.7%
Value ($000) $5,004 Shares 46,363 Est. Cost $108.50 Unrealized
XLB State Street ETF/USA 1.6%
Value ($000) $4,977 Shares 85,909 Est. Cost $57.34 Unrealized
VFH Vanguard ETF/USA 1.6%
Value ($000) $4,956 Shares 71,440 Est. Cost $69.37 Unrealized
FLOT iShares ETFs/USA 1.5%
Value ($000) $4,641 Shares 90,963 Est. Cost $50.96 Unrealized
CVS CVS HEALTH CORP 1.5%
Value ($000) $4,597 Shares 58,401 Est. Cost $54.07 Unrealized +4.5%
VanEck Vectors ETFs/USA 1.4%
Value ($000) $4,226 Shares 181,289 Est. Cost $23.44 Unrealized
DEM WisdomTree ETFs/USA 1.4%
Value ($000) $4,133 Shares 94,642 Est. Cost $45.49 Unrealized
USMV iShares ETFs/USA 1.4%
Value ($000) $4,131 Shares 72,416 Est. Cost $52.73 Unrealized
TFI State Street ETF/USA 1.3%
Value ($000) $3,833 Shares 80,727 Est. Cost $47.82 Unrealized
TOTL State Street ETF/USA 1.2%
Value ($000) $3,745 Shares 79,249 Est. Cost $47.70 Unrealized
IUSV iShares ETFs/USA 1.2%
Value ($000) $3,736 Shares 66,265 Est. Cost $54.51 Unrealized
IWR iShares ETFs/USA 1.2%
Value ($000) $3,691 Shares 16,739 Est. Cost $212.57 Unrealized
SABR SABRE CORP 1.1%
Value ($000) $3,468 Shares 132,974 Est. Cost $24.51 Unrealized +4.7%
SPTM State Street ETF/USA 1.0%
Value ($000) $3,118 Shares 86,140 Est. Cost $35.54 Unrealized
DON WisdomTree ETFs/USA 1.0%
Value ($000) $3,088 Shares 83,730 Est. Cost $35.64 Unrealized
VB Vanguard ETF/USA 1.0%
Value ($000) $3,070 Shares 18,882 Est. Cost $154.58 Unrealized
INTERPUBLIC GROUP OF COS INC 1.0%
Value ($000) $3,003 Shares 131,294 Est. Cost $17.06 Unrealized -1.3%
CINF CINCINNATI FINANCIAL CORP 1.0%
Value ($000) $3,002 Shares 39,081 Est. Cost $60.07 Unrealized +2.4%
ABBV ABBVIE INC 0.9%
Value ($000) $2,800 Shares 29,602 Est. Cost $69.76 Unrealized -0.9%
VTV Vanguard ETF/USA 0.9%
Value ($000) $2,795 Shares 25,250 Est. Cost $110.19 Unrealized
ORI OLD REPUBLIC INTL CORP 0.9%
Value ($000) $2,757 Shares 123,178 Est. Cost $11.81 Unrealized +1.8%
CCL CARNIVAL CORP 0.9%
Value ($000) $2,756 Shares 43,219 Est. Cost $57.76 Unrealized -1.6%
HANESBRANDS INC 0.9%
Value ($000) $2,591 Shares 140,599 Est. Cost $18.42 Unrealized
AFG AMERICAN FINANCIAL GROUP INC 0.8%
Value ($000) $2,537 Shares 22,864 Est. Cost $58.23 Unrealized +0.6%
FNF FIDELITY NATIONAL FINANCIAL 0.8%
Value ($000) $2,462 Shares 62,570 Est. Cost $27.13 Unrealized +2.3%
FV First Trust ETFs/USA 0.8%
Value ($000) $2,355 Shares 76,222 Est. Cost $29.83 Unrealized
IHDG WisdomTree ETFs/USA 0.8%
Value ($000) $2,294 Shares 71,472 Est. Cost $31.41 Unrealized
FS INVESTMENT CORP 0.7%
Value ($000) $2,212 Shares 313,729 Est. Cost $7.35 Unrealized
VOE Vanguard ETF/USA 0.6%
Value ($000) $1,946 Shares 17,213 Est. Cost $110.34 Unrealized
XLU State Street ETF/USA 0.6%
Value ($000) $1,916 Shares 36,398 Est. Cost $51.98 Unrealized
IWM iShares ETFs/USA 0.6%
Value ($000) $1,845 Shares 10,945 Est. Cost $158.88 Unrealized
IUSG iShares ETFs/USA 0.6%
Value ($000) $1,784 Shares 28,727 Est. Cost $61.83 Unrealized
VUG Vanguard ETF/USA 0.5%
Value ($000) $1,653 Shares 10,265 Est. Cost $159.49 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,651 Shares 37,453 Est. Cost $25.54 Unrealized +8.3%
EIS iShares ETFs/USA 0.5%
Value ($000) $1,599 Shares 28,541 Est. Cost $56.02 Unrealized
EWJ iShares ETFs/USA 0.5%
Value ($000) $1,570 Shares 26,064 Est. Cost $60.48 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,551 Shares 27,292 Est. Cost $46.36 Unrealized -2.8%
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $1,527 Shares 28,278 Est. Cost $41.53 Unrealized -1.0%
AMGN AMGEN INC 0.5%
Value ($000) $1,522 Shares 7,341 Est. Cost $146.05 Unrealized +7.7%
ENZL iShares ETFs/USA 0.5%
Value ($000) $1,516 Shares 31,190 Est. Cost $48.61 Unrealized
EWC iShares ETFs/USA 0.5%
Value ($000) $1,515 Shares 52,649 Est. Cost $28.78 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,510 Shares 25,033 Est. Cost $33.51 Unrealized +0.2%
WMT WALMART INC 0.5%
Value ($000) $1,507 Shares 16,043 Est. Cost $27.22 Unrealized +0.4%
PSX PHILLIPS 66 0.5%
Value ($000) $1,494 Shares 13,250 Est. Cost $83.24 Unrealized +3.4%
IBM INTL BUSINESS MACHINES CORP 0.5%
Value ($000) $1,470 Shares 9,718 Est. Cost $100.60 Unrealized +0.6%
EWK iShares ETFs/USA 0.5%
Value ($000) $1,456 Shares 75,963 Est. Cost $20.35 Unrealized
CMCSA COMCAST CORP-CLASS A 0.5%
Value ($000) $1,453 Shares 41,034 Est. Cost $29.33 Unrealized +0.0%
LUV SOUTHWEST AIRLINES CO 0.5%
Value ($000) $1,450 Shares 23,216 Est. Cost $53.25 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $1,450 Shares 19,888 Est. Cost $72.83 Unrealized
FOOT LOCKER INC 0.5%
Value ($000) $1,441 Shares 28,267 Est. Cost $48.16 Unrealized
GIGB Goldman Sachs ETF Trust 0.5%
Value ($000) $1,376 Shares 28,666 Est. Cost $47.91 Unrealized
DAL DELTA AIR LINES INC 0.5%
Value ($000) $1,372 Shares 23,731 Est. Cost $51.38 Unrealized +0.0%
Global X ETFs/USA 0.4%
Value ($000) $1,339 Shares 161,487 Est. Cost $10.70 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1,329 Shares 45,110 Est. Cost $25.46 Unrealized +0.0%
T AT&T INC 0.4%
Value ($000) $1,315 Shares 39,151 Est. Cost $14.48 Unrealized -0.0%
BB&T CORP 0.4%
Value ($000) $1,306 Shares 26,906 Est. Cost $48.54 Unrealized
IWC iShares ETFs/USA 0.4%
Value ($000) $1,276 Shares 12,002 Est. Cost $105.98 Unrealized
AGG iShares ETFs/USA 0.4%
Value ($000) $1,270 Shares 12,036 Est. Cost $106.45 Unrealized
HEFA iShares ETFs/USA 0.4%
Value ($000) $1,255 Shares 41,904 Est. Cost $29.95 Unrealized
HBNC HORIZON BANCORP INC/IN 0.4%
Value ($000) $1,250 Shares 63,306 Est. Cost $20.48 Unrealized +0.3%
F FORD MOTOR CO 0.4%
Value ($000) $1,249 Shares 134,991 Est. Cost $7.30 Unrealized -6.1%
OMC OMNICOM GROUP 0.4%
Value ($000) $1,235 Shares 18,151 Est. Cost $55.23 Unrealized -2.8%
ACWV iShares ETFs/USA 0.4%
Value ($000) $1,211 Shares 13,784 Est. Cost $87.86 Unrealized
IWV iShares ETFs/USA 0.4%
Value ($000) $1,192 Shares 6,915 Est. Cost $163.45 Unrealized
TSN TYSON FOODS INC-CL A 0.4%
Value ($000) $1,111 Shares 18,665 Est. Cost $53.02 Unrealized -4.1%
EFAV iShares ETFs/USA 0.3%
Value ($000) $1,034 Shares 14,205 Est. Cost $71.31 Unrealized
MTUM iShares ETFs/USA 0.3%
Value ($000) $938 Shares 7,885 Est. Cost $117.96 Unrealized
VBR Vanguard ETF/USA 0.3%
Value ($000) $929 Shares 6,667 Est. Cost $138.56 Unrealized
EFA iShares ETFs/USA 0.3%
Value ($000) $910 Shares 13,378 Est. Cost $68.74 Unrealized
SPMD State Street ETF/USA 0.3%
Value ($000) $897 Shares 24,824 Est. Cost $34.96 Unrealized
VCR Vanguard ETF/USA 0.2%
Value ($000) $754 Shares 4,176 Est. Cost $172.09 Unrealized
IBB iShares ETFs/USA 0.2%
Value ($000) $736 Shares 6,032 Est. Cost $122.02 Unrealized
VWO Vanguard ETF/USA 0.2%
Value ($000) $736 Shares 17,945 Est. Cost $42.51 Unrealized
SPSM State Street ETF/USA 0.2%
Value ($000) $721 Shares 21,702 Est. Cost $32.00 Unrealized
IYT iShares ETFs/USA 0.2%
Value ($000) $715 Shares 3,497 Est. Cost $204.46 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $699 Shares 5,000 Est. Cost $125.85 Unrealized
SOXX iShares ETFs/USA 0.2%
Value ($000) $685 Shares 3,704 Est. Cost $184.94 Unrealized
IHF iShares ETFs/USA 0.2%
Value ($000) $620 Shares 3,103 Est. Cost $195.57 Unrealized
AOA iShares ETFs/USA 0.2%
Value ($000) $610 Shares 11,166 Est. Cost $53.63 Unrealized
BND Vanguard ETF/USA 0.2%
Value ($000) $540 Shares 6,867 Est. Cost $79.23 Unrealized
WPC WP CAREY INC 0.2%
Value ($000) $530 Shares 8,243 Est. Cost $66.31 Unrealized
SPEM State Street ETF/USA 0.2%
Value ($000) $528 Shares 15,146 Est. Cost $36.48 Unrealized
SCHB Schwab ETFs/USA 0.2%
Value ($000) $520 Shares 7,383 Est. Cost $66.87 Unrealized
EFG iShares ETFs/USA 0.2%
Value ($000) $496 Shares 6,198 Est. Cost $80.13 Unrealized
SPIB State Street ETF/USA 0.2%
Value ($000) $479 Shares 14,386 Est. Cost $33.27 Unrealized
VOT Vanguard ETF/USA 0.2%
Value ($000) $470 Shares 3,298 Est. Cost $141.63 Unrealized
VFC VF CORP 0.1%
Value ($000) $426 Shares 4,557 Est. Cost $79.60 Unrealized +7.2%
BSV Vanguard ETF/USA 0.1%
Value ($000) $414 Shares 5,311 Est. Cost $78.01 Unrealized
CORPORATE CAPITAL TRUST INC 0.1%
Value ($000) $403 Shares 26,427 Est. Cost $16.91 Unrealized
AGGY WisdomTree ETFs/USA 0.1%
Value ($000) $387 Shares 8,000 Est. Cost $48.70 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $380 Shares 4,465 Est. Cost $56.14 Unrealized +3.7%
AAPL APPLE INC 0.1%
Value ($000) $338 Shares 1,496 Est. Cost $45.77 Unrealized +7.7%
ARMK ARAMARK 0.1%
Value ($000) $296 Shares 6,872 Est. Cost $25.11 Unrealized +5.9%
IJK iShares ETFs/USA 0.1%
Value ($000) $263 Shares 1,131 Est. Cost $218.31 Unrealized
Gabelli Funds/Closed-end/USA 0.1%
Value ($000) $254 Shares 39,274 Est. Cost $6.42 Unrealized
XPO XPO LOGISTICS INC 0.1%
Value ($000) $251 Shares 2,200 Est. Cost $36.28 Unrealized +0.2%
IAGG iShares ETFs/USA 0.1%
Value ($000) $231 Shares 4,427 Est. Cost $52.35 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $230 Shares 1,228 Est. Cost $150.86 Unrealized +3.6%
AOM iShares ETFs/USA 0.1%
Value ($000) $214 Shares 5,647 Est. Cost $37.51 Unrealized
VEA Vanguard ETF/USA 0.1%
Value ($000) $201 Shares 4,639 Est. Cost $43.06 Unrealized
WisdomTree ETFs/USA 0.1%
Value ($000) $192 Shares 5,419 Est. Cost $34.61 Unrealized
ROCKWELL COLLINS INC 0.1%
Value ($000) $189 Shares 1,345 Est. Cost $134.57 Unrealized
FTLS First Trust ETFs/USA 0.1%
Value ($000) $189 Shares 4,658 Est. Cost $40.08 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $180 Shares 1,015 Est. Cost $155.29 Unrealized +1.4%
WTMF WisdomTree ETFs/USA 0.1%
Value ($000) $172 Shares 4,217 Est. Cost $40.44 Unrealized
PFF iShares ETFs/USA 0.1%
Value ($000) $167 Shares 4,507 Est. Cost $37.50 Unrealized
QAI IndexIQ ETF Trust 0.1%
Value ($000) $161 Shares 5,252 Est. Cost $30.57 Unrealized
JP Morgan ETFs/USA 0.1%
Value ($000) $160 Shares 6,432 Est. Cost $25.01 Unrealized
JP Morgan ETFs/USA 0.1%
Value ($000) $160 Shares 6,582 Est. Cost $24.26 Unrealized
SPDW State Street ETF/USA 0.1%
Value ($000) $154 Shares 5,014 Est. Cost $30.71 Unrealized
REET iShares ETFs/USA 0.1%
Value ($000) $152 Shares 6,026 Est. Cost $25.22 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $151 Shares 1,321 Est. Cost $89.76 Unrealized +12.3%
CIBR First Trust ETFs/USA 0.0%
Value ($000) $138 Shares 4,823 Est. Cost $27.83 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $138 Shares 1,000 Est. Cost $103.21 Unrealized +4.7%
SPYM State Street ETF/USA 0.0%
Value ($000) $129 Shares 3,788 Est. Cost $34.05 Unrealized
TIPX State Street ETF/USA 0.0%
Value ($000) $128 Shares 6,723 Est. Cost $19.14 Unrealized
IWO iShares ETFs/USA 0.0%
Value ($000) $120 Shares 558 Est. Cost $190.32 Unrealized
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $108 Shares 1,600 Est. Cost $49.05 Unrealized -3.0%
IMTM iShares ETFs/USA 0.0%
Value ($000) $102 Shares 3,365 Est. Cost $30.37 Unrealized
IVLU iShares ETFs/USA 0.0%
Value ($000) $101 Shares 3,975 Est. Cost $25.34 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $100 Shares 50 Est. Cost $79.37 Unrealized +18.5%
BBHY JP Morgan ETFs/USA 0.0%
Value ($000) $100 Shares 2,011 Est. Cost $49.73 Unrealized
MDIV First Trust ETFs/USA 0.0%
Value ($000) $98 Shares 5,279 Est. Cost $18.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.0%
Value ($000) $97 Shares 453 Est. Cost $194.92 Unrealized +5.3%
CVY Invesco ETFs/USA 0.0%
Value ($000) $97 Shares 4,384 Est. Cost $22.00 Unrealized
iShares ETFs/USA 0.0%
Value ($000) $97 Shares 3,418 Est. Cost $28.45 Unrealized
Invesco ETFs/USA 0.0%
Value ($000) $97 Shares 7,208 Est. Cost $13.60 Unrealized
IYLD iShares ETFs/USA 0.0%
Value ($000) $97 Shares 3,940 Est. Cost $24.62 Unrealized
ACWI iShares ETFs/USA 0.0%
Value ($000) $96 Shares 1,297 Est. Cost $71.91 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $96 Shares 571 Est. Cost $33.41 Unrealized +6.2%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $95 Shares 630 Est. Cost $107.77 Unrealized +12.1%
FXO First Trust ETFs/USA 0.0%
Value ($000) $95 Shares 2,967 Est. Cost $32.02 Unrealized
INKM State Street ETF/USA 0.0%
Value ($000) $92 Shares 2,842 Est. Cost $32.22 Unrealized
PGF Invesco ETFs/USA 0.0%
Value ($000) $90 Shares 4,945 Est. Cost $18.40 Unrealized
VNQ Vanguard ETF/USA 0.0%
Value ($000) $89 Shares 1,108 Est. Cost $80.75 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $88 Shares 1,940 Est. Cost $40.25 Unrealized -2.3%
PGX Invesco ETFs/USA 0.0%
Value ($000) $86 Shares 6,033 Est. Cost $14.59 Unrealized
SCHH Schwab ETFs/USA 0.0%
Value ($000) $85 Shares 2,032 Est. Cost $41.67 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $84 Shares 1,725 Est. Cost $35.65 Unrealized +1.1%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $83 Shares 2,905 Est. Cost $27.24 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $81 Shares 390 Est. Cost $155.00 Unrealized +8.4%
CSX CSX CORP 0.0%
Value ($000) $80 Shares 1,080 Est. Cost $18.59 Unrealized +16.0%
FXH First Trust ETFs/USA 0.0%
Value ($000) $75 Shares 884 Est. Cost $84.84 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $74 Shares 1,196 Est. Cost $40.63 Unrealized +10.7%
FXL First Trust ETFs/USA 0.0%
Value ($000) $74 Shares 1,170 Est. Cost $63.25 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $71 Shares 629 Est. Cost $91.32 Unrealized +1.4%
GOOGL ALPHABET INC-CL A 0.0%
Value ($000) $70 Shares 58 Est. Cost $53.98 Unrealized +11.3%
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $68 Shares 953 Est. Cost $51.67 Unrealized +6.2%
FXD First Trust ETFs/USA 0.0%
Value ($000) $68 Shares 1,559 Est. Cost $43.62 Unrealized
MCD MCDONALD'S CORP 0.0%
Value ($000) $68 Shares 406 Est. Cost $135.53 Unrealized -0.5%
AFL AFLAC INC 0.0%
Value ($000) $67 Shares 1,414 Est. Cost $37.56 Unrealized +2.5%
NUBD Nuveen ETFs/USA 0.0%
Value ($000) $67 Shares 2,799 Est. Cost $24.12 Unrealized
RWO State Street ETF/USA 0.0%
Value ($000) $66 Shares 1,391 Est. Cost $47.45 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $65 Shares 1,373 Est. Cost $45.05 Unrealized -7.8%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $61 Shares 365 Est. Cost $135.57 Unrealized +0.3%
RITE AID CORP 0.0%
Value ($000) $60 Shares 47,240 Est. Cost $1.67 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $58 Shares 210 Est. Cost $209.44 Unrealized +12.5%
RAYTHEON COMPANY 0.0%
Value ($000) $58 Shares 282 Est. Cost $216.35 Unrealized
SHOP SHOPIFY INC - CLASS A 0.0%
Value ($000) $57 Shares 345 Est. Cost $14.15 Unrealized +7.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $56 Shares 1,046 Est. Cost $35.05 Unrealized +1.7%
XLRE State Street ETF/USA 0.0%
Value ($000) $56 Shares 1,711 Est. Cost $32.66 Unrealized
REM iShares ETFs/USA 0.0%
Value ($000) $54 Shares 1,250 Est. Cost $42.98 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $53 Shares 716 Est. Cost $55.57 Unrealized +4.1%
FLRN State Street ETF/USA 0.0%
Value ($000) $53 Shares 1,734 Est. Cost $30.57 Unrealized
PAVE Global X ETFs/USA 0.0%
Value ($000) $53 Shares 3,080 Est. Cost $16.87 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $52 Shares 984 Est. Cost $46.06 Unrealized +1.0%
Legg Mason ETF Investment Trus 0.0%
Value ($000) $51 Shares 1,848 Est. Cost $27.97 Unrealized
NFRA FlexShares ETFs/USA 0.0%
Value ($000) $51 Shares 1,100 Est. Cost $46.06 Unrealized
PBW Invesco ETFs/USA 0.0%
Value ($000) $51 Shares 2,046 Est. Cost $24.75 Unrealized
QCLN First Trust ETFs/USA 0.0%
Value ($000) $51 Shares 2,590 Est. Cost $19.42 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $50 Shares 503 Est. Cost $80.08 Unrealized +2.5%
IGF iShares ETFs/USA 0.0%
Value ($000) $50 Shares 1,198 Est. Cost $42.02 Unrealized
ICLN iShares ETFs/USA 0.0%
Value ($000) $49 Shares 5,668 Est. Cost $8.76 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $48 Shares 200 Est. Cost $216.45 Unrealized -2.0%
NFLX NETFLIX INC 0.0%
Value ($000) $48 Shares 127 Est. Cost $34.09 Unrealized +6.5%
TAN Invesco ETFs/USA 0.0%
Value ($000) $47 Shares 2,271 Est. Cost $21.41 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $46 Shares 635 Est. Cost $53.03 Unrealized +3.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $46 Shares 578 Est. Cost $56.43 Unrealized +6.4%
SSO ProShares ETFs/USA 0.0%
Value ($000) $45 Shares 352 Est. Cost $127.84 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $45 Shares 487 Est. Cost $79.49 Unrealized +5.2%
ETN EATON CORP PLC 0.0%
Value ($000) $43 Shares 497 Est. Cost $67.05 Unrealized +6.1%
MVV ProShares ETFs/USA 0.0%
Value ($000) $42 Shares 915 Est. Cost $45.90 Unrealized
UWM ProShares ETFs/USA 0.0%
Value ($000) $42 Shares 491 Est. Cost $85.54 Unrealized
IVE iShares ETFs/USA 0.0%
Value ($000) $39 Shares 340 Est. Cost $109.40 Unrealized
RFDI First Trust ETFs/USA 0.0%
Value ($000) $37 Shares 603 Est. Cost $61.36 Unrealized
NULG Nuveen ETFs/USA 0.0%
Value ($000) $36 Shares 955 Est. Cost $36.35 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $35 Shares 545 Est. Cost $66.06 Unrealized
KKR KKR & CO INC -A 0.0%
Value ($000) $33 Shares 1,200 Est. Cost $20.20 Unrealized +21.1%
NUDM Nuveen ETFs/USA 0.0%
Value ($000) $33 Shares 1,263 Est. Cost $26.30 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $32 Shares 346 Est. Cost $13.68 Unrealized +11.8%
BNDX Vanguard ETF/USA 0.0%
Value ($000) $31 Shares 573 Est. Cost $54.10 Unrealized
VDC Vanguard ETF/USA 0.0%
Value ($000) $31 Shares 220 Est. Cost $134.97 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $30 Shares 500 Est. Cost $52.28 Unrealized -5.0%
Northern Lights Fund Trust ETF 0.0%
Value ($000) $30 Shares 1,019 Est. Cost $29.44 Unrealized
QDEF FlexShares ETFs/USA 0.0%
Value ($000) $30 Shares 650 Est. Cost $44.62 Unrealized
VGT Vanguard ETF/USA 0.0%
Value ($000) $30 Shares 150 Est. Cost $180.00 Unrealized
NULV Nuveen ETFs/USA 0.0%
Value ($000) $29 Shares 951 Est. Cost $29.89 Unrealized
SUSB iShares ETFs/USA 0.0%
Value ($000) $28 Shares 1,147 Est. Cost $24.76 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $26 Shares 523 Est. Cost $36.09 Unrealized +8.7%
NUMV Nuveen ETFs/USA 0.0%
Value ($000) $26 Shares 889 Est. Cost $28.24 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $25 Shares 353 Est. Cost $46.36 Unrealized +10.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $25 Shares 110 Est. Cost $35.12 Unrealized +3.6%
USRT iShares ETFs/USA 0.0%
Value ($000) $25 Shares 512 Est. Cost $48.83 Unrealized
IJR iShares ETFs/USA 0.0%
Value ($000) $23 Shares 263 Est. Cost $83.88 Unrealized
SYMANTEC CORP 0.0%
Value ($000) $23 Shares 1,104 Est. Cost $21.14 Unrealized
VEEV VEEVA SYSTEMS INC-CLASS A 0.0%
Value ($000) $22 Shares 200 Est. Cost $76.04 Unrealized +19.3%
NUSC Nuveen ETFs/USA 0.0%
Value ($000) $20 Shares 640 Est. Cost $31.20 Unrealized
PNW PINNACLE WEST CAPITAL 0.0%
Value ($000) $20 Shares 250 Est. Cost $57.22 Unrealized +3.6%
Northern Lights Fund Trust ETF 0.0%
Value ($000) $18 Shares 727 Est. Cost $24.76 Unrealized
NUMG Nuveen ETFs/USA 0.0%
Value ($000) $18 Shares 521 Est. Cost $32.26 Unrealized
PAG PENSKE AUTOMOTIVE GROUP INC 0.0%
Value ($000) $18 Shares 390 Est. Cost $47.16 Unrealized +7.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 62 Est. Cost $278.79 Unrealized +1.3%
ECL ECOLAB INC 0.0%
Value ($000) $17 Shares 106 Est. Cost $132.91 Unrealized +3.1%
EVRG EVERGY INC 0.0%
Value ($000) $17 Shares 313 Est. Cost $40.03 Unrealized +6.8%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.25 Unrealized 0.0%
POOL POOL CORP 0.0%
Value ($000) $17 Shares 104 Est. Cost $134.67 Unrealized +10.7%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $53.82 Unrealized +21.2%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $16 Shares 146 Est. Cost $87.28 Unrealized +3.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $15 Shares 150 Est. Cost $68.53 Unrealized +11.3%
SPY State Street ETF/USA 0.0%
Value ($000) $15 Shares 52 Est. Cost $269.23 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $15 Shares 56 Est. Cost $225.68 Unrealized +2.2%
Northern Lights Fund Trust ETF 0.0%
Value ($000) $14 Shares 526 Est. Cost $26.62 Unrealized
FTS FORTIS INC 0.0%
Value ($000) $13 Shares 413 Est. Cost $24.42 Unrealized +0.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $13 Shares 39 Est. Cost $262.53 Unrealized +0.7%
MWA MUELLER WATER PRODUCTS INC-A 0.0%
Value ($000) $13 Shares 1,131 Est. Cost $9.80 Unrealized +6.4%
PG PROCTER & GAMBLE CO/THE 0.0%
Value ($000) $13 Shares 152 Est. Cost $61.80 Unrealized +9.7%
COMT iShares ETFs/USA 0.0%
Value ($000) $12 Shares 314 Est. Cost $38.22 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $12 Shares 1,074 Est. Cost $13.50 Unrealized
MMM 3M CO 0.0%
Value ($000) $12 Shares 58 Est. Cost $130.14 Unrealized +1.6%
NEVSUN RESOURCES LTD 0.0%
Value ($000) $12 Shares 2,680 Est. Cost $2.24 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $12 Shares 253 Est. Cost $35.43 Unrealized +6.3%
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $11 Shares 900 Est. Cost $7.54 Unrealized +29.2%
NUEM Nuveen ETFs/USA 0.0%
Value ($000) $11 Shares 414 Est. Cost $26.33 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $10 Shares 44 Est. Cost $182.24 Unrealized +12.2%
MINT Pimco ETFs/USA 0.0%
Value ($000) $10 Shares 102 Est. Cost $98.04 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $10 Shares 73 Est. Cost $110.64 Unrealized -1.0%
TIP iShares ETFs/USA 0.0%
Value ($000) $10 Shares 94 Est. Cost $106.38 Unrealized
AOK iShares ETFs/USA 0.0%
Value ($000) $9 Shares 252 Est. Cost $36.00 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $9 Shares 123 Est. Cost $58.65 Unrealized +5.6%
GLW CORNING INC 0.0%
Value ($000) $9 Shares 250 Est. Cost $22.38 Unrealized +18.3%
ISTB iShares ETFs/USA 0.0%
Value ($000) $9 Shares 192 Est. Cost $46.88 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $9 Shares 27 Est. Cost $291.51 Unrealized -7.5%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $9 Shares 88 Est. Cost $69.70 Unrealized -1.5%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $9 Shares 58 Est. Cost $117.74 Unrealized +8.5%
VTI Vanguard ETF/USA 0.0%
Value ($000) $9 Shares 62 Est. Cost $145.16 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $8 Shares 72 Est. Cost $75.09 Unrealized +8.3%
CVX CHEVRON CORP 0.0%
Value ($000) $8 Shares 66 Est. Cost $89.14 Unrealized -1.4%
Northern Lights Fund Trust ETF 0.0%
Value ($000) $8 Shares 333 Est. Cost $24.02 Unrealized
GOOG ALPHABET INC-CL C 0.0%
Value ($000) $8 Shares 7 Est. Cost $53.63 Unrealized +10.9%
HARRIS CORP 0.0%
Value ($000) $8 Shares 45 Est. Cost $155.56 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.06 Unrealized +4.1%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $8 Shares 116 Est. Cost $77.09 Unrealized -2.6%
VIG Vanguard ETF/USA 0.0%
Value ($000) $8 Shares 68 Est. Cost $117.65 Unrealized
VRP Invesco ETFs/USA 0.0%
Value ($000) $8 Shares 308 Est. Cost $25.97 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $7 Shares 97 Est. Cost $61.53 Unrealized +5.5%
EGRX EAGLE PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $62.91 Unrealized +20.5%
GM GENERAL MOTORS CO 0.0%
Value ($000) $7 Shares 198 Est. Cost $35.04 Unrealized -5.6%
SPTI State Street ETF/USA 0.0%
Value ($000) $7 Shares 116 Est. Cost $64.06 Unrealized
LPLA LPL FINANCIAL HOLDINGS INC 0.0%
Value ($000) $7 Shares 102 Est. Cost $65.72 Unrealized +0.9%
LQD iShares ETFs/USA 0.0%
Value ($000) $7 Shares 63 Est. Cost $111.11 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $7 Shares 42 Est. Cost $145.67 Unrealized +10.4%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $7 Shares 84 Est. Cost $56.59 Unrealized -2.0%
SHW SHERWIN-WILLIAMS CO/THE 0.0%
Value ($000) $7 Shares 16 Est. Cost $120.91 Unrealized +14.7%
ARCONIC INC 0.0%
Value ($000) $6 Shares 266 Est. Cost $22.56 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $6 Shares 139 Est. Cost $33.42 Unrealized +4.6%
IEF iShares ETFs/USA 0.0%
Value ($000) $6 Shares 61 Est. Cost $98.36 Unrealized
MET METLIFE INC 0.0%
Value ($000) $6 Shares 126 Est. Cost $35.91 Unrealized -1.1%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $6 Shares 36 Est. Cost $125.28 Unrealized +17.5%
ORCL ORACLE CORP 0.0%
Value ($000) $6 Shares 123 Est. Cost $41.17 Unrealized +5.9%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $6 Shares 72 Est. Cost $66.34 Unrealized +2.1%
UGI UGI CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.45 Unrealized +11.2%
ASMLF ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $5 Shares 24 Est. Cost $186.13 Unrealized +0.2%
CELGENE CORP 0.0%
Value ($000) $5 Shares 54 Est. Cost $92.59 Unrealized
CIMPRESS NV 0.0%
Value ($000) $5 Shares 34 Est. Cost $147.06 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $5 Shares 23 Est. Cost $177.76 Unrealized +14.3%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $5 Shares 46 Est. Cost $67.01 Unrealized +8.6%
TEVA TEVA PHARMACEUTICAL-SP ADR 0.0%
Value ($000) $5 Shares 240 Est. Cost $25.00 Unrealized
TRV TRAVELERS COS INC/THE 0.0%
Value ($000) $5 Shares 40 Est. Cost $110.86 Unrealized -0.9%
VCIT Vanguard ETF/USA 0.0%
Value ($000) $5 Shares 54 Est. Cost $92.59 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $101.73 Unrealized +9.3%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $122.45 Unrealized +1.6%
APH AMPHENOL CORP-CL A 0.0%
Value ($000) $4 Shares 42 Est. Cost $20.22 Unrealized +7.1%
CARBO CERAMICS INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $4 Shares 41 Est. Cost $85.98 Unrealized +2.4%
IT GARTNER INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $128.01 Unrealized +13.3%
MRK MERCK & CO. INC. 0.0%
Value ($000) $4 Shares 58 Est. Cost $44.52 Unrealized +13.8%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $91.63 Unrealized +3.4%
TAP MOLSON COORS BREWING CO -B 0.0%
Value ($000) $4 Shares 58 Est. Cost $54.34 Unrealized -0.1%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $3 Shares 20 Est. Cost $200.00 Unrealized
BLACKSTONE GROUP LP/THE 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $3 Shares 40 Est. Cost $57.58 Unrealized -1.3%
META FACEBOOK INC-A 0.0%
Value ($000) $3 Shares 20 Est. Cost $179.45 Unrealized +0.2%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $56.36 Unrealized +10.5%
HYG iShares ETFs/USA 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $3 Shares 70 Est. Cost $36.35 Unrealized -2.0%
KHC KRAFT HEINZ CO/THE 0.0%
Value ($000) $3 Shares 58 Est. Cost $41.08 Unrealized +1.8%
NUE NUCOR CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $54.59 Unrealized 0.0%
OLN OLIN CORP 0.0%
Value ($000) $3 Shares 123 Est. Cost $25.07 Unrealized -5.0%
QQQ Invesco ETFs/USA 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
SHYG iShares ETFs/USA 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
ST SENSATA TECHNOLOGIES HOLDING 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.08 Unrealized +0.5%
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 36 Est. Cost $111.11 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $125.00 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $236.55 Unrealized +9.0%
AXS AXIS CAPITAL HOLDINGS LTD 0.0%
Value ($000) $2 Shares 33 Est. Cost $46.01 Unrealized -0.2%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
COLONY CAPITAL INC 0.0%
Value ($000) $2 Shares 254 Est. Cost $5.49 Unrealized
EMB iShares ETFs/USA 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $2 Shares 116 Est. Cost $24.17 Unrealized -11.6%
SNPS SYNOPSYS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.15 Unrealized +9.4%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $2 Shares 32 Est. Cost $57.22 Unrealized +4.1%
TLT iShares ETFs/USA 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
XEROX CORP 0.0%
Value ($000) $2 Shares 76 Est. Cost $26.32 Unrealized
BLUE APRON HOLDINGS INC-A 0.0%
Value ($000) $1 Shares 750 Est. Cost $1.89 Unrealized
iShares ETFs/USA 0.0%
Value ($000) $1 Shares 131 Est. Cost $7.63 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $68.39 Unrealized +0.4%
LENDINGCLUB CORP 0.0%
Value ($000) $1 Shares 257 Est. Cost $3.89 Unrealized
NG NOVAGOLD RESOURCES INC 0.0%
Value ($000) $1 Shares 213 Est. Cost $4.69 Unrealized -14.0%
VOO Vanguard ETF/USA 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized