Strategic Investment Advisors / MI Diversified Active

CIK: 0001760540 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 14, 2020

Total Value ($000): $296,081 (100.0% shares, 0.0% debt)

Holdings (177)

IWB ISHARES TR 9.0%
Value ($000) $26,688 Shares 142,547 Est. Cost $152.14 Unrealized
EMB ISHARES TR 5.3%
Value ($000) $15,745 Shares 141,972 Est. Cost $107.83 Unrealized
EFA ISHARES TR 4.3%
Value ($000) $12,660 Shares 198,866 Est. Cost $61.09 Unrealized
EEM ISHARES TR 3.6%
Value ($000) $10,512 Shares 238,361 Est. Cost $40.41 Unrealized
VUG VANGUARD INDEX FDS 2.9%
Value ($000) $8,512 Shares 37,390 Est. Cost $165.73 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 2.7%
Value ($000) $7,879 Shares 192,593 Est. Cost $39.22 Unrealized
BSV VANGUARD BD INDEX FDS 2.5%
Value ($000) $7,530 Shares 90,659 Est. Cost $81.74 Unrealized
GVI ISHARES TR 2.4%
Value ($000) $6,994 Shares 59,376 Est. Cost $111.02 Unrealized
SPYM SPDR SER TR 2.2%
Value ($000) $6,634 Shares 168,554 Est. Cost $38.63 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.2%
Value ($000) $6,610 Shares 113,596 Est. Cost $56.76 Unrealized
VTV VANGUARD INDEX FDS 2.0%
Value ($000) $5,866 Shares 56,116 Est. Cost $103.88 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $5,804 Shares 50,027 Est. Cost $90.27 Unrealized +17.4%
HYG ISHARES TR 2.0%
Value ($000) $5,795 Shares 69,066 Est. Cost $83.09 Unrealized
LQD ISHARES TR 1.9%
Value ($000) $5,667 Shares 42,064 Est. Cost $132.25 Unrealized
IGSB ISHARES TR 1.9%
Value ($000) $5,491 Shares 99,921 Est. Cost $54.20 Unrealized
TOTL SSGA ACTIVE ETF TR 1.8%
Value ($000) $5,385 Shares 109,165 Est. Cost $48.38 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $5,203 Shares 48,095 Est. Cost $96.71 Unrealized
ITOT ISHARES TR 1.4%
Value ($000) $4,128 Shares 54,659 Est. Cost $61.68 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $3,961 Shares 73,004 Est. Cost $53.28 Unrealized
FLRN SPDR SER TR 1.3%
Value ($000) $3,929 Shares 128,460 Est. Cost $30.56 Unrealized
BLV VANGUARD BD INDEX FDS 1.3%
Value ($000) $3,838 Shares 34,312 Est. Cost $98.53 Unrealized
MGK VANGUARD WORLD FD 1.2%
Value ($000) $3,557 Shares 19,167 Est. Cost $139.48 Unrealized
RIGS ALPS ETF TR 1.1%
Value ($000) $3,372 Shares 137,431 Est. Cost $24.38 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $3,176 Shares 82,084 Est. Cost $32.59 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 1.1%
Value ($000) $3,169 Shares 62,702 Est. Cost $50.29 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $3,163 Shares 92,884 Est. Cost $34.31 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $3,139 Shares 26,574 Est. Cost $108.44 Unrealized
USMV ISHARES TR 1.0%
Value ($000) $2,869 Shares 45,012 Est. Cost $62.60 Unrealized
SPEM SPDR INDEX SHS FDS 0.9%
Value ($000) $2,768 Shares 75,675 Est. Cost $35.11 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,765 Shares 64,076 Est. Cost $40.06 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,629 Shares 12,498 Est. Cost $116.94 Unrealized +71.7%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $2,453 Shares 8,824 Est. Cost $247.63 Unrealized
MGV VANGUARD WORLD FD 0.8%
Value ($000) $2,425 Shares 31,577 Est. Cost $79.65 Unrealized
BIV VANGUARD BD INDEX FDS 0.8%
Value ($000) $2,346 Shares 25,095 Est. Cost $86.87 Unrealized
MBB ISHARES TR 0.8%
Value ($000) $2,345 Shares 21,227 Est. Cost $107.29 Unrealized
GLD SPDR GOLD TR 0.8%
Value ($000) $2,283 Shares 12,884 Est. Cost $147.32 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $2,176 Shares 7,072 Est. Cost $256.37 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $2,123 Shares 10,073 Est. Cost $210.76 Unrealized
IEI ISHARES TR 0.7%
Value ($000) $2,091 Shares 15,648 Est. Cost $133.69 Unrealized
SPTS SPDR SER TR 0.7%
Value ($000) $2,087 Shares 67,965 Est. Cost $30.72 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,069 Shares 40,016 Est. Cost $51.70 Unrealized
SGOL ABERDEEN STD GOLD ETF TR 0.7%
Value ($000) $2,003 Shares 110,321 Est. Cost $17.17 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $1,992 Shares 12,952 Est. Cost $142.29 Unrealized
GOVT ISHARES TR 0.6%
Value ($000) $1,917 Shares 68,631 Est. Cost $26.72 Unrealized
IWM ISHARES TR 0.6%
Value ($000) $1,880 Shares 12,550 Est. Cost $143.17 Unrealized
NEAR ISHARES U S ETF TR 0.6%
Value ($000) $1,640 Shares 32,723 Est. Cost $50.16 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,603 Shares 501 Est. Cost $110.31 Unrealized +42.9%
SPDW SPDR INDEX SHS FDS 0.5%
Value ($000) $1,561 Shares 53,351 Est. Cost $27.20 Unrealized
JNK SPDR SER TR 0.5%
Value ($000) $1,524 Shares 14,618 Est. Cost $105.64 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,472 Shares 5,304 Est. Cost $39.79 Unrealized +51.5%
INDEXIQ ETF TR 0.5%
Value ($000) $1,450 Shares 58,507 Est. Cost $24.78 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $1,333 Shares 33,840 Est. Cost $37.35 Unrealized -0.8%
AMGN AMGEN INC 0.4%
Value ($000) $1,317 Shares 5,228 Est. Cost $171.72 Unrealized +22.0%
IEMG ISHARES INC 0.4%
Value ($000) $1,316 Shares 24,918 Est. Cost $52.43 Unrealized
IGIB ISHARES TR 0.4%
Value ($000) $1,306 Shares 21,483 Est. Cost $54.89 Unrealized
HYS PIMCO ETF TR 0.4%
Value ($000) $1,301 Shares 13,865 Est. Cost $94.64 Unrealized
FLOT ISHARES TR 0.4%
Value ($000) $1,288 Shares 25,386 Est. Cost $50.65 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,105 Shares 9,472 Est. Cost $81.42 Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,102 Shares 17,190 Est. Cost $64.11 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,057 Shares 17,631 Est. Cost $39.79 Unrealized +7.0%
SRLN SSGA ACTIVE ETF TR 0.3%
Value ($000) $1,025 Shares 22,911 Est. Cost $44.77 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $1,006 Shares 16,696 Est. Cost $58.35 Unrealized
IUSB ISHARES TR 0.3%
Value ($000) $982 Shares 18,052 Est. Cost $52.14 Unrealized
MRK MERCK & CO. INC 0.3%
Value ($000) $903 Shares 10,884 Est. Cost $64.03 Unrealized +3.0%
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $901 Shares 4,998 Est. Cost $152.07 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $882 Shares 7,967 Est. Cost $122.44 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $832 Shares 8,930 Est. Cost $93.80 Unrealized -8.9%
ABBV ABBVIE INC 0.3%
Value ($000) $828 Shares 9,469 Est. Cost $62.45 Unrealized +22.2%
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $819 Shares 17,800 Est. Cost $46.01 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $815 Shares 6,443 Est. Cost $126.49 Unrealized
ANGL VANECK VECTORS ETF TR 0.3%
Value ($000) $808 Shares 27,166 Est. Cost $27.89 Unrealized
CMBS ISHARES TR 0.3%
Value ($000) $808 Shares 14,548 Est. Cost $52.36 Unrealized
MINT PIMCO ETF TR 0.3%
Value ($000) $795 Shares 7,771 Est. Cost $101.90 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $763 Shares 20,858 Est. Cost $26.70 Unrealized +1.6%
DTE DTE ENERGY CO 0.2%
Value ($000) $739 Shares 6,420 Est. Cost $81.02 Unrealized +0.6%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $722 Shares 7,113 Est. Cost $107.19 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $721 Shares 2,130 Est. Cost $253.66 Unrealized +24.4%
T AT&T INC 0.2%
Value ($000) $705 Shares 24,740 Est. Cost $15.64 Unrealized -0.5%
ABT ABBOTT LABS 0.2%
Value ($000) $664 Shares 6,104 Est. Cost $75.40 Unrealized +22.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $661 Shares 439 Est. Cost $68.05 Unrealized +11.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $661 Shares 8,812 Est. Cost $57.57 Unrealized +2.3%
HD HOME DEPOT INC 0.2%
Value ($000) $657 Shares 2,370 Est. Cost $173.72 Unrealized +36.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $637 Shares 2,045 Est. Cost $237.83 Unrealized +18.2%
SPIB SPDR SER TR 0.2%
Value ($000) $632 Shares 17,201 Est. Cost $36.56 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $630 Shares 7,136 Est. Cost $84.49 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $624 Shares 2,297 Est. Cost $169.77 Unrealized +50.8%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $566 Shares 7,353 Est. Cost $76.98 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $557 Shares 5,419 Est. Cost $43.52 Unrealized +7.6%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $545 Shares 9,041 Est. Cost $41.14 Unrealized +18.1%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $544 Shares 3,700 Est. Cost $147.03 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $537 Shares 2,495 Est. Cost $189.05 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $497 Shares 1,498 Est. Cost $236.24 Unrealized
V VISA INC 0.2%
Value ($000) $493 Shares 2,466 Est. Cost $163.90 Unrealized +17.3%
MTUM ISHARES TR 0.2%
Value ($000) $493 Shares 3,341 Est. Cost $120.41 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $483 Shares 3,344 Est. Cost $116.49 Unrealized +9.0%
IEF ISHARES TR 0.2%
Value ($000) $462 Shares 3,783 Est. Cost $121.79 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $441 Shares 18,317 Est. Cost $23.30 Unrealized -6.4%
DOV DOVER CORP 0.1%
Value ($000) $441 Shares 4,073 Est. Cost $99.71 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $438 Shares 992 Est. Cost $347.34 Unrealized +17.3%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $431 Shares 3,325 Est. Cost $114.12 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $430 Shares 2,011 Est. Cost $147.95 Unrealized +21.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $423 Shares 5,871 Est. Cost $85.05 Unrealized -21.8%
BBHY J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $412 Shares 8,236 Est. Cost $44.28 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $409 Shares 5,405 Est. Cost $43.49 Unrealized +48.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $407 Shares 2,929 Est. Cost $116.35 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $407 Shares 2,909 Est. Cost $33.40 Unrealized +23.7%
PEP PEPSICO INC 0.1%
Value ($000) $404 Shares 2,915 Est. Cost $103.72 Unrealized +11.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $401 Shares 818 Est. Cost $375.85 Unrealized +23.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $397 Shares 2,697 Est. Cost $144.74 Unrealized +0.7%
BBY BEST BUY INC 0.1%
Value ($000) $394 Shares 3,538 Est. Cost $55.62 Unrealized +47.1%
INTC INTEL CORP 0.1%
Value ($000) $365 Shares 7,122 Est. Cost $47.32 Unrealized -1.7%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $365 Shares 3,303 Est. Cost $92.92 Unrealized +19.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $357 Shares 931 Est. Cost $325.49 Unrealized +1.1%
MS MORGAN STANLEY 0.1%
Value ($000) $355 Shares 7,339 Est. Cost $36.64 Unrealized +16.1%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $354 Shares 4,279 Est. Cost $81.23 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $353 Shares 3,086 Est. Cost $73.36 Unrealized +46.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $353 Shares 2,391 Est. Cost $91.54 Unrealized +34.9%
BIL SPDR SER TR 0.1%
Value ($000) $351 Shares 3,840 Est. Cost $91.54 Unrealized
SPIP SPDR SER TR 0.1%
Value ($000) $350 Shares 11,329 Est. Cost $37.10 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.1%
Value ($000) $348 Shares 4,026 Est. Cost $61.65 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $346 Shares 6,177 Est. Cost $46.57 Unrealized +4.3%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $342 Shares 1,735 Est. Cost $154.26 Unrealized +21.8%
KELLOGG CO 0.1%
Value ($000) $340 Shares 5,267 Est. Cost $46.44 Unrealized +12.6%
CM CANADIAN IMP BK COMM 0.1%
Value ($000) $338 Shares 4,518 Est. Cost $28.73 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $337 Shares 3,358 Est. Cost $98.04 Unrealized -6.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $334 Shares 7,228 Est. Cost $32.85 Unrealized +14.5%
CDW CDW CORP 0.1%
Value ($000) $334 Shares 2,790 Est. Cost $89.27 Unrealized +20.1%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $333 Shares 3,125 Est. Cost $105.21 Unrealized 0.0%
AON AON PLC 0.1%
Value ($000) $328 Shares 1,587 Est. Cost $180.64 Unrealized +6.2%
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $328 Shares 10,805 Est. Cost $28.59 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $320 Shares 1 Est. Cost $302764.90 Unrealized +1.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $313 Shares 3,533 Est. Cost $65.55 Unrealized +1.8%
STE STERIS PLC 0.1%
Value ($000) $312 Shares 1,772 Est. Cost $142.66 Unrealized +6.9%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $312 Shares 8,284 Est. Cost $39.62 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $307 Shares 9,424 Est. Cost $31.21 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $307 Shares 1,218 Est. Cost $195.77 Unrealized +37.5%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $305 Shares 1,510 Est. Cost $155.72 Unrealized +17.4%
BCE BCE INC 0.1%
Value ($000) $303 Shares 7,303 Est. Cost $27.01 Unrealized +8.4%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $301 Shares 2,048 Est. Cost $118.70 Unrealized +8.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $301 Shares 4,766 Est. Cost $52.89 Unrealized +6.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $298 Shares 8,884 Est. Cost $55.34 Unrealized -41.6%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $291 Shares 3,075 Est. Cost $76.50 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $287 Shares 1,725 Est. Cost $81.96 Unrealized +43.2%
SHYG ISHARES TR 0.1%
Value ($000) $286 Shares 6,491 Est. Cost $43.03 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $285 Shares 3,408 Est. Cost $67.18 Unrealized +3.9%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $285 Shares 3,199 Est. Cost $90.49 Unrealized -7.0%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $280 Shares 5,494 Est. Cost $49.37 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $280 Shares 9,086 Est. Cost $29.35 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $277 Shares 10,100 Est. Cost $30.45 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $276 Shares 2,060 Est. Cost $132.53 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value ($000) $270 Shares 229 Est. Cost $1053.52 Unrealized +12.2%
PPL PPL CORP 0.1%
Value ($000) $267 Shares 9,804 Est. Cost $22.54 Unrealized -3.8%
RWX SPDR INDEX SHS FDS 0.1%
Value ($000) $266 Shares 8,959 Est. Cost $29.02 Unrealized
UNILEVER PLC 0.1%
Value ($000) $264 Shares 4,271 Est. Cost $54.90 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $262 Shares 2,400 Est. Cost $86.90 Unrealized 0.0%
EBND SPDR SER TR 0.1%
Value ($000) $250 Shares 9,514 Est. Cost $27.09 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $249 Shares 2,971 Est. Cost $83.81 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $247 Shares 7,179 Est. Cost $31.08 Unrealized +0.3%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $246 Shares 1,925 Est. Cost $107.75 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $242 Shares 4,456 Est. Cost $36.58 Unrealized +19.0%
NGG NATIONAL GRID PLC 0.1%
Value ($000) $241 Shares 4,171 Est. Cost $50.10 Unrealized
QRVO QORVO INC 0.1%
Value ($000) $240 Shares 1,861 Est. Cost $124.00 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $236 Shares 2,059 Est. Cost $105.63 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $233 Shares 8,460 Est. Cost $25.60 Unrealized 0.0%
TLH ISHARES TR 0.1%
Value ($000) $231 Shares 1,383 Est. Cost $167.50 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $229 Shares 778 Est. Cost $294.34 Unrealized
BWA BORGWARNER INC 0.1%
Value ($000) $223 Shares 5,764 Est. Cost $31.74 Unrealized 0.0%
NEM NEWMONT CORP 0.1%
Value ($000) $217 Shares 3,410 Est. Cost $55.14 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $215 Shares 4,352 Est. Cost $39.32 Unrealized +3.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $210 Shares 1,825 Est. Cost $93.86 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $206 Shares 5,474 Est. Cost $39.06 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $201 Shares 831 Est. Cost $170.58 Unrealized +27.0%
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $200 Shares 14,925 Est. Cost $18.69 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $166 Shares 24,890 Est. Cost $6.34 Unrealized -18.9%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $152 Shares 16,544 Est. Cost $9.93 Unrealized -26.7%
LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $123 Shares 12,143 Est. Cost $10.13 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $123 Shares 10,693 Est. Cost $8.96 Unrealized 0.0%