Strategic Investment Advisors / MI Diversified Active

CIK: 0001760540 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 25, 2019

Total Value ($000): $208,561 (100.0% shares, 0.0% debt)

Holdings (157)

IWB ISHARES RUSSELL 1000 ETF 9.5%
Value ($000) $19,888 Shares 120,383 Est. Cost $149.28 Unrealized
EFA ISHARES MSCI EAFE ETF 6.2%
Value ($000) $12,985 Shares 197,955 Est. Cost $61.31 Unrealized
EMB ISHARES TR JP MOR EM MK ETF 5.4%
Value ($000) $11,323 Shares 99,910 Est. Cost $107.34 Unrealized
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 3.9%
Value ($000) $8,238 Shares 201,259 Est. Cost $40.50 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 2.7%
Value ($000) $5,672 Shares 52,246 Est. Cost $94.35 Unrealized
GVI ISHARES TR INTRM GOV CR ETF 2.7%
Value ($000) $5,627 Shares 49,611 Est. Cost $110.07 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 2.3%
Value ($000) $4,733 Shares 73,652 Est. Cost $54.59 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 2.3%
Value ($000) $4,713 Shares 70,080 Est. Cost $59.59 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 2.2%
Value ($000) $4,544 Shares 110,622 Est. Cost $38.98 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 2.2%
Value ($000) $4,529 Shares 91,978 Est. Cost $48.26 Unrealized
NEAR ISHARES US ETF TR SHT MAT BD ETF 2.1%
Value ($000) $4,307 Shares 85,299 Est. Cost $50.24 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 2.0%
Value ($000) $4,127 Shares 36,972 Est. Cost $103.31 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1.9%
Value ($000) $4,023 Shares 24,193 Est. Cost $146.75 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 1.9%
Value ($000) $3,970 Shares 14,529 Est. Cost $253.55 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 1.8%
Value ($000) $3,856 Shares 44,088 Est. Cost $83.38 Unrealized
GSY INVESCO ACTIVELY MANAGD ETF TR ULTRA SHRT DUR 1.7%
Value ($000) $3,579 Shares 70,387 Est. Cost $50.27 Unrealized
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 1.6%
Value ($000) $3,277 Shares 55,697 Est. Cost $56.03 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.5%
Value ($000) $3,113 Shares 27,524 Est. Cost $108.24 Unrealized
RIGS ALPS ETF TRUST RIVERFRONT STRATEGIC INCOME FD 1.5%
Value ($000) $3,062 Shares 122,107 Est. Cost $24.34 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 1.5%
Value ($000) $3,025 Shares 59,251 Est. Cost $50.86 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 1.4%
Value ($000) $2,896 Shares 57,250 Est. Cost $50.37 Unrealized
AAPL APPLE INC COM USD0.00001 1.3%
Value ($000) $2,802 Shares 12,511 Est. Cost $46.06 Unrealized +9.0%
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY 1.3%
Value ($000) $2,661 Shares 79,045 Est. Cost $32.42 Unrealized
PWV INVESCO EXCHANGE TRADED FD TR DYNMC LRG VALU 1.3%
Value ($000) $2,618 Shares 68,030 Est. Cost $34.12 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD 1.2%
Value ($000) $2,564 Shares 53,999 Est. Cost $46.14 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 1.1%
Value ($000) $2,333 Shares 28,882 Est. Cost $79.34 Unrealized
IGSB ISHARES TR SH TR CRPORT ETF 1.1%
Value ($000) $2,286 Shares 42,497 Est. Cost $53.51 Unrealized
IGIB ISHARES TR INTRM TR CRP ETF 1.1%
Value ($000) $2,239 Shares 38,596 Est. Cost $54.44 Unrealized
BLV VANGUARD BD INDEX FD INC LONG TERM BD ETF 1.0%
Value ($000) $2,103 Shares 20,480 Est. Cost $91.63 Unrealized
VMBS VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF 0.9%
Value ($000) $1,831 Shares 34,376 Est. Cost $52.42 Unrealized
SRLN SPDR BLACKSTONE/GSO SEN LOAN 0.9%
Value ($000) $1,800 Shares 38,650 Est. Cost $45.19 Unrealized
MBB ISHARES TR MBS ETF 0.8%
Value ($000) $1,654 Shares 15,226 Est. Cost $106.18 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF 0.7%
Value ($000) $1,555 Shares 29,813 Est. Cost $51.72 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,464 Shares 10,529 Est. Cost $104.23 Unrealized +24.6%
HYS PIMCO ETF TRUST 0-5 YR HIGH YLD CORP BD IDX ETF 0.6%
Value ($000) $1,347 Shares 13,503 Est. Cost $96.73 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR 0.6%
Value ($000) $1,309 Shares 8,504 Est. Cost $140.01 Unrealized
V VISA INC COM CL A 0.6%
Value ($000) $1,254 Shares 7,288 Est. Cost $161.39 Unrealized +5.5%
MGK VANGUARD WORLD FD MEGA CAP GROWTH ETF 0.6%
Value ($000) $1,247 Shares 9,401 Est. Cost $131.26 Unrealized
MGV VANGUARD WORLD FD MEGA CAP VALUE ETF 0.6%
Value ($000) $1,244 Shares 15,274 Est. Cost $81.56 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF 0.6%
Value ($000) $1,238 Shares 14,071 Est. Cost $83.29 Unrealized
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $1,233 Shares 30,619 Est. Cost $39.78 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.6%
Value ($000) $1,190 Shares 4,011 Est. Cost $254.48 Unrealized
ANGL VANECK VECTORS ETF TR FALLEN ANGEL HG 0.5%
Value ($000) $1,136 Shares 38,748 Est. Cost $27.87 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.5%
Value ($000) $1,045 Shares 4,486 Est. Cost $36.89 Unrealized +25.4%
FLRN SPDR SERIES TRUST BLOMBERG BRC INV 0.5%
Value ($000) $1,012 Shares 32,786 Est. Cost $30.67 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.5%
Value ($000) $1,009 Shares 34,351 Est. Cost $27.40 Unrealized
OSI ETF TR OSHARS FTSE US 0.5%
Value ($000) $981 Shares 28,143 Est. Cost $31.24 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 0.5%
Value ($000) $981 Shares 14,539 Est. Cost $59.29 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.5%
Value ($000) $979 Shares 33,028 Est. Cost $29.24 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $937 Shares 6,183 Est. Cost $141.62 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.4%
Value ($000) $893 Shares 11,094 Est. Cost $80.49 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.4%
Value ($000) $889 Shares 22,609 Est. Cost $39.32 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.4%
Value ($000) $861 Shares 17,392 Est. Cost $49.51 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR II S&P500 HDL VOL 0.4%
Value ($000) $797 Shares 18,705 Est. Cost $40.05 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $791 Shares 6,673 Est. Cost $86.19 Unrealized +6.2%
RWR SPDR SER TR DJ WILSHIRE REIT ETF 0.4%
Value ($000) $790 Shares 7,553 Est. Cost $95.62 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $736 Shares 12,200 Est. Cost $38.90 Unrealized +3.9%
ABBV ABBVIE INC COM USD0.01 0.3%
Value ($000) $698 Shares 9,221 Est. Cost $61.56 Unrealized -14.6%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $692 Shares 9,802 Est. Cost $56.08 Unrealized -4.1%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $686 Shares 5,378 Est. Cost $126.60 Unrealized
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 0.3%
Value ($000) $657 Shares 6,040 Est. Cost $109.90 Unrealized
T AT&T INC COM USD1 0.3%
Value ($000) $655 Shares 17,315 Est. Cost $14.21 Unrealized +19.6%
GOVT ISHARES TR US TREAS BD ETF 0.3%
Value ($000) $639 Shares 24,257 Est. Cost $26.29 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $587 Shares 3,034 Est. Cost $156.52 Unrealized +1.0%
KO COCA COLA CO 0.3%
Value ($000) $570 Shares 10,479 Est. Cost $38.92 Unrealized +13.0%
CMBS ISHARES TRUST CMBS ETF 0.3%
Value ($000) $570 Shares 10,653 Est. Cost $51.61 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.3%
Value ($000) $557 Shares 9,114 Est. Cost $61.43 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.3%
Value ($000) $552 Shares 5,758 Est. Cost $65.36 Unrealized +7.9%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.3%
Value ($000) $548 Shares 7,214 Est. Cost $57.12 Unrealized -0.7%
JPM JPMORGAN CHASE & CO COM USD1.00 0.3%
Value ($000) $546 Shares 4,636 Est. Cost $91.15 Unrealized +4.3%
KMB KIMBERLY CLARK CORP COM USD1.25 0.3%
Value ($000) $536 Shares 3,777 Est. Cost $88.81 Unrealized +23.5%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $511 Shares 6,300 Est. Cost $53.83 Unrealized +8.5%
PEP PEPSICO INC 0.2%
Value ($000) $496 Shares 3,622 Est. Cost $97.54 Unrealized +12.1%
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $471 Shares 12,395 Est. Cost $39.24 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR 0.2%
Value ($000) $466 Shares 3,613 Est. Cost $131.98 Unrealized
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.2%
Value ($000) $462 Shares 10,825 Est. Cost $38.85 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $458 Shares 9,263 Est. Cost $38.34 Unrealized +11.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $458 Shares 6,000 Est. Cost $64.99 Unrealized 0.0%
BCE BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 0.2%
Value ($000) $454 Shares 9,383 Est. Cost $26.70 Unrealized +14.7%
SO SOUTHERN CO 0.2%
Value ($000) $451 Shares 7,311 Est. Cost $35.82 Unrealized +26.4%
CM CANADIAN IMPERIAL BANK OF COMMERCE COM NPV ISIN #CA1360691010 SEDOL #2170525 0.2%
Value ($000) $443 Shares 5,371 Est. Cost $29.69 Unrealized -2.2%
META FACEBOOK INC-CLASS A 0.2%
Value ($000) $433 Shares 2,433 Est. Cost $167.46 Unrealized +12.7%
LOW LOWES COMPANIES INC COM USD0.50 0.2%
Value ($000) $416 Shares 3,784 Est. Cost $94.02 Unrealized 0.0%
UPS UNITED PARCEL SVC INC CL B 0.2%
Value ($000) $396 Shares 3,307 Est. Cost $82.24 Unrealized +8.2%
JNJ JOHNSON &JOHNSON COM USD1.00 0.2%
Value ($000) $393 Shares 3,036 Est. Cost $114.77 Unrealized -4.2%
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS 0.2%
Value ($000) $393 Shares 3,479 Est. Cost $112.58 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $383 Shares 2,200 Est. Cost $4.18 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP COM USD1 0.2%
Value ($000) $382 Shares 2,126 Est. Cost $146.51 Unrealized +10.2%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $373 Shares 8,271 Est. Cost $32.59 Unrealized +15.1%
HD HOME DEPOT INC COM 0.2%
Value ($000) $368 Shares 1,588 Est. Cost $162.35 Unrealized +15.2%
VOT VANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS 0.2%
Value ($000) $355 Shares 2,394 Est. Cost $150.63 Unrealized
LAM RESEARCH CORP COM USD0.001 0.2%
Value ($000) $353 Shares 1,526 Est. Cost $231.32 Unrealized
VTR VENTAS INC 0.2%
Value ($000) $351 Shares 4,804 Est. Cost $45.61 Unrealized +20.5%
BND VANGUARD BD INDEX FUND INC TOTAL BOND MARKET ETF 0.2%
Value ($000) $350 Shares 4,149 Est. Cost $83.08 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $348 Shares 11,935 Est. Cost $23.13 Unrealized +6.2%
DTE DTE ENERGY HOLDING CO 0.2%
Value ($000) $347 Shares 2,607 Est. Cost $76.80 Unrealized +15.8%
CDW CDW CORP COM USD0.01 0.2%
Value ($000) $345 Shares 2,797 Est. Cost $84.88 Unrealized +25.1%
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS(POST SPLT) 0.2%
Value ($000) $345 Shares 6,371 Est. Cost $49.64 Unrealized
SPSM SPDR PORTFOLIO SMALL CAP ETF 0.2%
Value ($000) $342 Shares 11,411 Est. Cost $30.78 Unrealized
PPL PPL CORP COM USD0.01 0.2%
Value ($000) $342 Shares 10,871 Est. Cost $22.47 Unrealized +2.6%
VOD VODAFONE GROUP SPON ADR EACH REP 10 ORD 0.2%
Value ($000) $339 Shares 17,032 Est. Cost $19.36 Unrealized
MA MASTERCARD INC CL A 0.2%
Value ($000) $334 Shares 1,230 Est. Cost $216.87 Unrealized +22.7%
KELLOGG COMPANY COM USD0.25 0.2%
Value ($000) $331 Shares 5,139 Est. Cost $46.40 Unrealized -2.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $328 Shares 2,515 Est. Cost $128.50 Unrealized +4.5%
WELL WELLTOWER INC COM 0.2%
Value ($000) $324 Shares 3,577 Est. Cost $55.85 Unrealized +28.1%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $323 Shares 2,323 Est. Cost $139.04 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $318 Shares 183 Est. Cost $86.18 Unrealized +7.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A FRMLY COMMON 0.1%
Value ($000) $312 Shares 1 Est. Cost $302764.90 Unrealized +2.2%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.1%
Value ($000) $310 Shares 2,335 Est. Cost $117.12 Unrealized 0.0%
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $305 Shares 3,618 Est. Cost $61.14 Unrealized +7.1%
GILD GILEAD SCIENCES INC COM USD0.001 0.1%
Value ($000) $304 Shares 4,804 Est. Cost $50.98 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $303 Shares 1,403 Est. Cost $170.33 Unrealized +17.5%
BMY BRISTOL-MYERS SQUIBB CO COM USD0.10 0.1%
Value ($000) $299 Shares 5,899 Est. Cost $37.79 Unrealized -2.7%
ACN ACCENTURE PLC CLS A USD0.0000225 0.1%
Value ($000) $297 Shares 1,546 Est. Cost $165.24 Unrealized +6.8%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.1%
Value ($000) $296 Shares 1,432 Est. Cost $190.89 Unrealized +5.8%
PFE PFIZER INC 0.1%
Value ($000) $295 Shares 8,208 Est. Cost $27.02 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $288 Shares 3,632 Est. Cost $59.77 Unrealized +3.3%
MDLZ MONDELEZ INTL INC COM NPV 0.1%
Value ($000) $286 Shares 5,166 Est. Cost $46.69 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $282 Shares 2,452 Est. Cost $89.01 Unrealized +18.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $277 Shares 6,762 Est. Cost $32.92 Unrealized -16.2%
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $277 Shares 9,874 Est. Cost $28.05 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $275 Shares 3,282 Est. Cost $70.22 Unrealized +8.4%
INTC INTEL CORP COM USD0.001 0.1%
Value ($000) $269 Shares 5,215 Est. Cost $43.74 Unrealized -1.6%
SHV ISHARES TR SHORT TREAS BD 0.1%
Value ($000) $268 Shares 2,426 Est. Cost $110.47 Unrealized
AMT AMERICAN TOWER CORP COM USD0.01 0.1%
Value ($000) $267 Shares 1,207 Est. Cost $169.23 Unrealized +8.4%
F FORD MTR CO DEL COM 0.1%
Value ($000) $267 Shares 29,155 Est. Cost $6.43 Unrealized +8.0%
DHI DR HORTON INC COM STK USD0.01 0.1%
Value ($000) $267 Shares 5,067 Est. Cost $41.54 Unrealized +7.5%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.1%
Value ($000) $265 Shares 751 Est. Cost $302.70 Unrealized
SPIP SPDR SERIES TRUST PORTFLI TIPS ETF 0.1%
Value ($000) $263 Shares 9,220 Est. Cost $39.01 Unrealized
TOTAL SA SPON ADS EA REP 1 ORD SHS 0.1%
Value ($000) $263 Shares 5,054 Est. Cost $52.04 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.1%
Value ($000) $263 Shares 2,225 Est. Cost $98.09 Unrealized +14.8%
GWX SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF 0.1%
Value ($000) $261 Shares 8,894 Est. Cost $28.50 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $259 Shares 2,184 Est. Cost $31.57 Unrealized +9.1%
MCHP MICROCHIP TECHNOLOGY COM USD0.001 0.1%
Value ($000) $257 Shares 2,767 Est. Cost $36.58 Unrealized +9.9%
BBY BEST BUY CO INC COM USD0.10 0.1%
Value ($000) $250 Shares 3,625 Est. Cost $53.86 Unrealized +0.6%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.1%
Value ($000) $249 Shares 7,273 Est. Cost $35.15 Unrealized
TMUS T MOBILE US INC COM USD0.00001 0.1%
Value ($000) $238 Shares 3,016 Est. Cost $72.11 Unrealized +5.0%
RCL ROYAL CARIBBEAN CRUISES COM USD0.01 0.1%
Value ($000) $237 Shares 2,192 Est. Cost $115.07 Unrealized -8.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $236 Shares 4,097 Est. Cost $53.54 Unrealized +5.9%
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $236 Shares 9,749 Est. Cost $22.72 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $234 Shares 1,190 Est. Cost $196.64 Unrealized
RWX FIRST DJ INTERNATIONAL R E 0.1%
Value ($000) $234 Shares 5,916 Est. Cost $39.31 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $232 Shares 1,069 Est. Cost $215.63 Unrealized +0.7%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $231 Shares 189 Est. Cost $58.78 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 0.1%
Value ($000) $225 Shares 15,733 Est. Cost $9.92 Unrealized +2.2%
O REALTY INCOME CORP (MARYLAND) 0.1%
Value ($000) $225 Shares 2,931 Est. Cost $51.29 Unrealized 0.0%
ETN EATON CORP PLC COM 0.1%
Value ($000) $224 Shares 2,691 Est. Cost $71.44 Unrealized +0.9%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $223 Shares 1,873 Est. Cost $120.00 Unrealized
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY 0.1%
Value ($000) $223 Shares 6,049 Est. Cost $40.79 Unrealized
EXC EXELON CORP COM NPV 0.1%
Value ($000) $222 Shares 4,592 Est. Cost $26.77 Unrealized 0.0%
MET METLIFE INC COM USD0.01 0.1%
Value ($000) $222 Shares 4,704 Est. Cost $37.65 Unrealized +2.2%
VBK VANGUARD INDEX FDS VANGUARD SMALL CAP GROWTH VIPERS FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $222 Shares 1,219 Est. Cost $188.46 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value ($000) $213 Shares 4,345 Est. Cost $48.75 Unrealized
EBND SPDR SERIES TRUST BLOMBRG BRC EMRG 0.1%
Value ($000) $212 Shares 7,777 Est. Cost $27.26 Unrealized
PLD PROLOGIS INC COM 0.1%
Value ($000) $210 Shares 2,469 Est. Cost $69.27 Unrealized 0.0%
VXF VANGUARD INDEX TR VANGUARD EXTENDED MARKET VIPERS 0.1%
Value ($000) $209 Shares 1,796 Est. Cost $118.48 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $208 Shares 4,673 Est. Cost $57.41 Unrealized -27.3%