Old North State Trust, LLC Diversified Active

Location: GREENSBORO, NC

CIK: 0001760444 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 8, 2021

Total Value ($000): $129,279 (100.0% shares, 0.0% debt)

Holdings (473)

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 11.6%
Value ($000) $15,009 Shares 290,647 Est. Cost $50.46 Unrealized
EFAV ISHARES MSCI EAF MIN VOL FCT E 5.0%
Value ($000) $6,431 Shares 87,605 Est. Cost $72.82 Unrealized
AAPL APPLE INC 4.9%
Value ($000) $6,354 Shares 47,888 Est. Cost $90.74 Unrealized +29.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 4.9%
Value ($000) $6,315 Shares 93,025 Est. Cost $59.32 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 4.6%
Value ($000) $5,913 Shares 108,344 Est. Cost $52.18 Unrealized
CWB SPDR BLMBG BARCLAYS CONVERT SECS ETF 4.4%
Value ($000) $5,689 Shares 68,716 Est. Cost $54.01 Unrealized
SPY SPDR S&P 500 ETF 3.3%
Value ($000) $4,285 Shares 11,461 Est. Cost $292.34 Unrealized
TFC Truist Financial Corp 2.4%
Value ($000) $3,052 Shares 63,673 Est. Cost $36.11 Unrealized -1.2%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.3%
Value ($000) $2,914 Shares 31,705 Est. Cost $76.71 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 2.0%
Value ($000) $2,584 Shares 26,869 Est. Cost $100.45 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $2,452 Shares 11,026 Est. Cost $112.25 Unrealized +83.5%
DUK Duke Energy Corp 1.5%
Value ($000) $1,953 Shares 21,325 Est. Cost $60.81 Unrealized +24.5%
VZ Verizon Communications Inc 1.3%
Value ($000) $1,669 Shares 28,410 Est. Cost $36.82 Unrealized +19.4%
AJG Arthur J Gallagher & Co 1.3%
Value ($000) $1,625 Shares 13,138 Est. Cost $73.36 Unrealized +46.8%
SPLV INVESCO S&P 500 LOW VOLATILITY 1.2%
Value ($000) $1,499 Shares 26,651 Est. Cost $49.51 Unrealized
INTC Intel Corp 1.1%
Value ($000) $1,410 Shares 28,301 Est. Cost $42.10 Unrealized +4.6%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,392 Shares 8,844 Est. Cost $108.49 Unrealized +17.6%
SO Southern Co/The 1.1%
Value ($000) $1,381 Shares 22,473 Est. Cost $35.93 Unrealized +37.8%
VRP INVESCO VARIABLE RATE PREFERRE 1.1%
Value ($000) $1,363 Shares 52,514 Est. Cost $25.00 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 1.0%
Value ($000) $1,318 Shares 5,736 Est. Cost $201.19 Unrealized
PG PROCTER & GAMBLE CO/THE 1.0%
Value ($000) $1,306 Shares 9,383 Est. Cost $69.74 Unrealized +76.6%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $1,228 Shares 27,452 Est. Cost $36.06 Unrealized -2.2%
AMZN AMAZON.COM INC 0.9%
Value ($000) $1,150 Shares 353 Est. Cost $91.92 Unrealized +73.6%
IWM iShares Russell 2000 ETF 0.9%
Value ($000) $1,148 Shares 5,853 Est. Cost $160.78 Unrealized
LLY ELI LILLY & CO 0.9%
Value ($000) $1,124 Shares 6,658 Est. Cost $98.54 Unrealized +43.5%
BMY Bristol-Myers Squibb Co 0.8%
Value ($000) $1,087 Shares 17,526 Est. Cost $43.59 Unrealized +14.8%
HD HOME DEPOT INC/THE 0.8%
Value ($000) $1,072 Shares 4,035 Est. Cost $169.56 Unrealized +43.0%
T AT&T Inc 0.8%
Value ($000) $1,067 Shares 37,103 Est. Cost $14.55 Unrealized +5.7%
VTI Vanguard Total Stock Market ETF 0.8%
Value ($000) $1,032 Shares 5,300 Est. Cost $149.63 Unrealized
DIS WALT DISNEY CO/THE 0.7%
Value ($000) $956 Shares 5,279 Est. Cost $113.71 Unrealized +23.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.7%
Value ($000) $935 Shares 6,624 Est. Cost $109.47 Unrealized
PFE Pfizer Inc 0.7%
Value ($000) $931 Shares 25,288 Est. Cost $28.21 Unrealized +1.5%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $857 Shares 2,274 Est. Cost $228.87 Unrealized +51.8%
KO COCA-COLA CO/THE 0.6%
Value ($000) $834 Shares 15,199 Est. Cost $38.37 Unrealized +15.4%
MDY SPDR S&P MIDCAP 400 ETF 0.6%
Value ($000) $781 Shares 1,860 Est. Cost $331.68 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.6%
Value ($000) $767 Shares 16,255 Est. Cost $43.24 Unrealized
TGT Target Corp 0.6%
Value ($000) $720 Shares 4,081 Est. Cost $70.65 Unrealized +105.1%
VEU Vanguard FTSE All-World ex-US ETF 0.5%
Value ($000) $679 Shares 11,627 Est. Cost $50.34 Unrealized
WMT Walmart Inc 0.5%
Value ($000) $679 Shares 4,707 Est. Cost $28.78 Unrealized +57.2%
ABBV AbbVie Inc 0.5%
Value ($000) $678 Shares 6,323 Est. Cost $69.47 Unrealized +13.6%
RY Royal Bank of Canada 0.5%
Value ($000) $669 Shares 8,154 Est. Cost $78.02 Unrealized -0.8%
PEP PEPSICO INC 0.5%
Value ($000) $634 Shares 4,278 Est. Cost $91.42 Unrealized +32.6%
GPC Genuine Parts Co 0.5%
Value ($000) $619 Shares 6,160 Est. Cost $83.52 Unrealized +1.5%
MDLZ Mondelez International Inc 0.5%
Value ($000) $618 Shares 10,568 Est. Cost $37.08 Unrealized +35.2%
Unilever PLC 0.5%
Value ($000) $612 Shares 10,145 Est. Cost $56.30 Unrealized
MCD MCDONALD'S CORP 0.4%
Value ($000) $558 Shares 2,602 Est. Cost $136.87 Unrealized +41.2%
VO VANGUARD MID-CAP ETF 0.4%
Value ($000) $535 Shares 2,585 Est. Cost $157.02 Unrealized
MRK Merck & Co Inc 0.4%
Value ($000) $501 Shares 6,129 Est. Cost $56.38 Unrealized +15.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $496 Shares 6,424 Est. Cost $60.37 Unrealized +8.7%
JPM JPMorgan Chase & Co 0.4%
Value ($000) $490 Shares 3,855 Est. Cost $93.20 Unrealized +5.3%
EEMV ISHS MSCI EMERG MRKT MIN VOL F 0.4%
Value ($000) $484 Shares 7,924 Est. Cost $56.00 Unrealized
GlaxoSmithKline PLC 0.4%
Value ($000) $468 Shares 12,727 Est. Cost $39.59 Unrealized
QQQ Invesco QQQ Trust 0.3%
Value ($000) $434 Shares 1,384 Est. Cost $185.50 Unrealized
XLK Technology Select Sector SPDR ETF 0.3%
Value ($000) $434 Shares 3,339 Est. Cost $75.19 Unrealized
IVW iShares S&P 500 Growth ETF 0.3%
Value ($000) $423 Shares 6,631 Est. Cost $92.99 Unrealized
KMI Kinder Morgan Inc/DE 0.3%
Value ($000) $421 Shares 30,793 Est. Cost $11.69 Unrealized -15.0%
META FACEBOOK INC 0.3%
Value ($000) $388 Shares 1,420 Est. Cost $265.05 Unrealized +2.7%
KMB Kimberly-Clark Corp 0.3%
Value ($000) $384 Shares 2,845 Est. Cost $93.51 Unrealized +24.0%
D Dominion Energy Inc 0.3%
Value ($000) $383 Shares 5,096 Est. Cost $53.30 Unrealized +19.0%
WY Weyerhaeuser Co 0.3%
Value ($000) $379 Shares 11,317 Est. Cost $21.85 Unrealized +12.1%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $369 Shares 982 Est. Cost $281.06 Unrealized
NKE NIKE INC CLASS B 0.3%
Value ($000) $365 Shares 2,582 Est. Cost $109.37 Unrealized +12.7%
XLF Financial Select Sector SPDR ETF 0.3%
Value ($000) $361 Shares 12,240 Est. Cost $25.89 Unrealized
CL Colgate-Palmolive Co 0.3%
Value ($000) $343 Shares 4,007 Est. Cost $55.67 Unrealized +31.9%
AMGN Amgen Inc 0.3%
Value ($000) $334 Shares 1,451 Est. Cost $194.54 Unrealized +0.9%
LEG Leggett & Platt Inc 0.3%
Value ($000) $334 Shares 7,535 Est. Cost $48.68 Unrealized -11.9%
AMT American Tower Corp 0.3%
Value ($000) $330 Shares 1,472 Est. Cost $151.82 Unrealized +31.5%
FCNCA First Citizens BancShares Inc/NC 0.2%
Value ($000) $319 Shares 555 Est. Cost $445.22 Unrealized +11.4%
ADM Archer-Daniels-Midland Co 0.2%
Value ($000) $318 Shares 6,302 Est. Cost $36.91 Unrealized +16.0%
NSC Norfolk Southern Corp 0.2%
Value ($000) $317 Shares 1,336 Est. Cost $153.68 Unrealized +33.2%
BDX Becton Dickinson and Co 0.2%
Value ($000) $314 Shares 1,255 Est. Cost $218.82 Unrealized -1.9%
WFC Wells Fargo & Co 0.2%
Value ($000) $303 Shares 10,050 Est. Cost $41.98 Unrealized -45.1%
ADP AUTO DATA PROCESSING 0.2%
Value ($000) $297 Shares 1,688 Est. Cost $136.15 Unrealized +8.3%
ABBNY ABB Ltd 0.2%
Value ($000) $295 Shares 10,544 Est. Cost $20.90 Unrealized
ENB Enbridge Inc 0.2%
Value ($000) $290 Shares 9,056 Est. Cost $21.93 Unrealized -1.1%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $285 Shares 3,359 Est. Cost $81.66 Unrealized
SYY Sysco Corp 0.2%
Value ($000) $285 Shares 3,844 Est. Cost $54.98 Unrealized +9.2%
MCHP MICROCHIP TECHNOLOGY 0.2%
Value ($000) $278 Shares 2,015 Est. Cost $52.73 Unrealized +6.6%
NVDA NVIDIA CORP 0.2%
Value ($000) $275 Shares 526 Est. Cost $12.99 Unrealized +2.8%
HON Honeywell International Inc 0.2%
Value ($000) $274 Shares 1,287 Est. Cost $149.84 Unrealized +9.3%
MET MetLife Inc 0.2%
Value ($000) $274 Shares 5,828 Est. Cost $36.07 Unrealized +2.6%
LOW Lowe's Cos Inc 0.2%
Value ($000) $272 Shares 1,694 Est. Cost $103.31 Unrealized +43.3%
MA Mastercard Inc 0.2%
Value ($000) $271 Shares 760 Est. Cost $319.88 Unrealized +1.1%
AB AllianceBernstein Holding LP 0.2%
Value ($000) $271 Shares 8,035 Est. Cost $30.67 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $270 Shares 2,465 Est. Cost $60.11 Unrealized +65.1%
BNS Bank of Nova Scotia/The 0.2%
Value ($000) $263 Shares 4,872 Est. Cost $29.47 Unrealized +22.6%
KHC Kraft Heinz Co/The 0.2%
Value ($000) $256 Shares 7,378 Est. Cost $23.17 Unrealized +10.3%
Invesco Municipal Trust 0.2%
Value ($000) $256 Shares 20,000 Est. Cost $11.50 Unrealized
ACN Accenture PLC 0.2%
Value ($000) $254 Shares 973 Est. Cost $217.56 Unrealized +2.5%
LYB LyondellBasell Industries NV 0.2%
Value ($000) $251 Shares 2,743 Est. Cost $40.79 Unrealized +41.0%
GOOGL ALPHABET INC CLASS A 0.2%
Value ($000) $251 Shares 143 Est. Cost $62.60 Unrealized +33.4%
GOOG Alphabet Inc Class C 0.2%
Value ($000) $251 Shares 143 Est. Cost $57.94 Unrealized +44.5%
MMM 3M Co 0.2%
Value ($000) $243 Shares 1,391 Est. Cost $131.26 Unrealized -10.5%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $243 Shares 3,025 Est. Cost $61.81 Unrealized +8.1%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $240 Shares 2,031 Est. Cost $103.59 Unrealized +3.7%
XILINX INC 0.2%
Value ($000) $239 Shares 1,689 Est. Cost $136.78 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $236 Shares 3,451 Est. Cost $53.00 Unrealized +4.2%
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $235 Shares 1,837 Est. Cost $115.41 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $230 Shares 1,982 Est. Cost $81.76 Unrealized
Eaton Vance Corp 0.2%
Value ($000) $229 Shares 3,365 Est. Cost $68.05 Unrealized
SNY Sanofi 0.2%
Value ($000) $222 Shares 4,579 Est. Cost $45.58 Unrealized
TSCO Tractor Supply Co 0.2%
Value ($000) $220 Shares 1,567 Est. Cost $20.01 Unrealized +28.7%
CMG Chipotle Mexican Grill INC 0.2%
Value ($000) $218 Shares 157 Est. Cost $25.96 Unrealized +1.0%
SON Sonoco Products Co 0.2%
Value ($000) $214 Shares 3,609 Est. Cost $41.34 Unrealized +13.0%
LMT Lockheed Martin Corp 0.2%
Value ($000) $214 Shares 602 Est. Cost $259.28 Unrealized +23.0%
ICSH ISHARES ULTRA SHORT-TERM BOND ETF 0.2%
Value ($000) $212 Shares 4,195 Est. Cost $50.09 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $211 Shares 1,013 Est. Cost $173.93 Unrealized +2.4%
TMUS T-MOBILE US INC 0.2%
Value ($000) $207 Shares 1,532 Est. Cost $117.75 Unrealized +1.4%
BX BLACKSTONE GROUP INC 0.2%
Value ($000) $205 Shares 3,166 Est. Cost $47.01 Unrealized +3.9%
AMP AMERIPRISE FINL 0.2%
Value ($000) $200 Shares 1,027 Est. Cost $162.13 Unrealized +2.0%
FNB FNB Corp/PA 0.2%
Value ($000) $195 Shares 20,479 Est. Cost $6.29 Unrealized +11.3%
PBA Pembina Pipeline Corp 0.2%
Value ($000) $194 Shares 8,215 Est. Cost $16.93 Unrealized +5.6%
EL Estee Lauder Cos Inc/The 0.1%
Value ($000) $190 Shares 712 Est. Cost $215.02 Unrealized +4.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $185 Shares 1,064 Est. Cost $139.79 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $185 Shares 9,430 Est. Cost $15.80 Unrealized
LNC Lincoln National Corp 0.1%
Value ($000) $184 Shares 3,659 Est. Cost $45.46 Unrealized -27.6%
NOC Northrop Grumman Corp 0.1%
Value ($000) $181 Shares 593 Est. Cost $287.61 Unrealized -2.3%
CVX Chevron Corp 0.1%
Value ($000) $178 Shares 2,103 Est. Cost $88.49 Unrealized -26.5%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $178 Shares 3,154 Est. Cost $41.50 Unrealized -2.2%
ET Energy Transfer LP 0.1%
Value ($000) $174 Shares 28,161 Est. Cost $5.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CLASS B 0.1%
Value ($000) $172 Shares 740 Est. Cost $205.18 Unrealized +7.3%
ZTS ZOETIS INC CLASS A 0.1%
Value ($000) $164 Shares 989 Est. Cost $154.21 Unrealized +0.8%
CMI Cummins Inc 0.1%
Value ($000) $160 Shares 706 Est. Cost $139.25 Unrealized +42.4%
SCHR SCHWAB INTERMEDIATE-TERM U.S. BOND ETF 0.1%
Value ($000) $156 Shares 2,686 Est. Cost $55.22 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $155 Shares 2,592 Est. Cost $52.72 Unrealized -0.7%
People's United Financial Inc 0.1%
Value ($000) $155 Shares 12,025 Est. Cost $10.30 Unrealized
DOW Dow Inc 0.1%
Value ($000) $153 Shares 2,752 Est. Cost $33.48 Unrealized +16.6%
C CITIGROUP INC 0.1%
Value ($000) $152 Shares 2,470 Est. Cost $42.07 Unrealized +0.7%
VFC VF Corp 0.1%
Value ($000) $151 Shares 1,763 Est. Cost $58.24 Unrealized +37.2%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $149 Shares 427 Est. Cost $345.17 Unrealized +0.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $148 Shares 1,267 Est. Cost $86.23 Unrealized +10.3%
CLX Clorox Co/The 0.1%
Value ($000) $144 Shares 715 Est. Cost $119.75 Unrealized +47.3%
V VISA INC 0.1%
Value ($000) $133 Shares 608 Est. Cost $138.08 Unrealized +42.8%
DE DEERE & CO 0.1%
Value ($000) $133 Shares 495 Est. Cost $180.94 Unrealized +28.3%
AFL Aflac Inc 0.1%
Value ($000) $132 Shares 2,974 Est. Cost $33.51 Unrealized +8.4%
GPN Global PMTS Inc 0.1%
Value ($000) $131 Shares 609 Est. Cost $177.22 Unrealized +0.7%
CSX CSX Corp 0.1%
Value ($000) $127 Shares 1,400 Est. Cost $22.95 Unrealized +16.8%
XOM Exxon Mobil Corp 0.1%
Value ($000) $125 Shares 3,025 Est. Cost $57.80 Unrealized -47.5%
UPS United Parcel Service Inc 0.1%
Value ($000) $123 Shares 731 Est. Cost $117.34 Unrealized +16.7%
ETR Entergy Corp 0.1%
Value ($000) $120 Shares 1,205 Est. Cost $40.64 Unrealized +7.3%
DEM WisdomTree Emerging Markets High Div ETF 0.1%
Value ($000) $118 Shares 2,872 Est. Cost $35.33 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $117 Shares 1,356 Est. Cost $72.55 Unrealized +0.8%
PKW Invesco Buyback Achievers Etf Invsc 0.1%
Value ($000) $113 Shares 1,540 Est. Cost $66.56 Unrealized
MARVELL TECH GROUP F 0.1%
Value ($000) $111 Shares 2,343 Est. Cost $47.38 Unrealized
FXL First Trust Technology AlphaDEX ETF 0.1%
Value ($000) $108 Shares 964 Est. Cost $91.29 Unrealized
CAH Cardinal Health Inc 0.1%
Value ($000) $107 Shares 1,996 Est. Cost $44.60 Unrealized +2.2%
SRE Sempra Energy 0.1%
Value ($000) $106 Shares 830 Est. Cost $51.62 Unrealized +5.5%
BA Boeing Co/The 0.1%
Value ($000) $104 Shares 484 Est. Cost $332.01 Unrealized -42.1%
BLACKROCK INC 0.1%
Value ($000) $102 Shares 142 Est. Cost $562.50 Unrealized
CATALENT INC 0.1%
Value ($000) $99 Shares 947 Est. Cost $102.89 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $96 Shares 583 Est. Cost $117.20 Unrealized +14.8%
XRAY Dentsply Sirona Inc 0.1%
Value ($000) $96 Shares 1,825 Est. Cost $44.22 Unrealized +11.5%
NUE Nucor Corp 0.1%
Value ($000) $95 Shares 1,787 Est. Cost $40.31 Unrealized +17.6%
DON WisdomTree US MidCap Dividend ETF 0.1%
Value ($000) $94 Shares 2,686 Est. Cost $35.92 Unrealized
PEG Public Service Enterprise Group Inc 0.1%
Value ($000) $90 Shares 1,536 Est. Cost $44.10 Unrealized +10.9%
WU Western Union Co/The 0.1%
Value ($000) $87 Shares 3,983 Est. Cost $21.51 Unrealized
FE FirstEnergy Corp 0.1%
Value ($000) $86 Shares 2,794 Est. Cost $24.24 Unrealized 0.0%
CMCSA Comcast Corp 0.1%
Value ($000) $86 Shares 1,642 Est. Cost $37.62 Unrealized +10.7%
Magellan Midstream Partners Limited Partnership 0.1%
Value ($000) $85 Shares 2,000 Est. Cost $34.00 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $84 Shares 2,101 Est. Cost $68.06 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $80 Shares 2,652 Est. Cost $25.15 Unrealized -5.9%
EW Edwards Lifesciences Corp 0.1%
Value ($000) $77 Shares 840 Est. Cost $78.03 Unrealized +6.3%
GLD SPDR Gold Shares 0.1%
Value ($000) $76 Shares 428 Est. Cost $176.61 Unrealized
AIZ Assurant Inc 0.1%
Value ($000) $75 Shares 550 Est. Cost $104.47 Unrealized +13.2%
MO Altria Group Inc 0.1%
Value ($000) $75 Shares 1,818 Est. Cost $33.56 Unrealized -20.5%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $73 Shares 1,000 Est. Cost $64.00 Unrealized
IWR iShares Russell Mid-Cap ETF 0.1%
Value ($000) $73 Shares 1,068 Est. Cost $57.68 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $73 Shares 400 Est. Cost $126.81 Unrealized +21.4%
SAP Sap SE 0.1%
Value ($000) $73 Shares 562 Est. Cost $129.89 Unrealized
CCI Crown Castle International Corp 0.1%
Value ($000) $72 Shares 451 Est. Cost $128.91 Unrealized -0.9%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $71 Shares 818 Est. Cost $110.64 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $69 Shares 1,176 Est. Cost $49.89 Unrealized +1.9%
SMMV ISHARES EDGE MSCI MIN VOL USA SMALL CAP ETF 0.1%
Value ($000) $69 Shares 2,043 Est. Cost $29.31 Unrealized
CAJPY Canon Inc 0.1%
Value ($000) $68 Shares 3,525 Est. Cost $16.63 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $66 Shares 430 Est. Cost $135.38 Unrealized 0.0%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $64 Shares 1,739 Est. Cost $35.14 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $64 Shares 564 Est. Cost $150.28 Unrealized
Royal Dutch Shell PLC Class A 0.0%
Value ($000) $64 Shares 1,827 Est. Cost $28.54 Unrealized
HUM Humana Inc 0.0%
Value ($000) $63 Shares 154 Est. Cost $383.05 Unrealized +3.5%
PNC PNC Financial Services Group Inc/The 0.0%
Value ($000) $62 Shares 416 Est. Cost $88.70 Unrealized +20.1%
COP ConocoPhillips 0.0%
Value ($000) $62 Shares 1,544 Est. Cost $31.21 Unrealized -1.5%
ETN Eaton Corp PLC 0.0%
Value ($000) $61 Shares 506 Est. Cost $89.17 Unrealized +16.5%
SBUX Starbucks Corp 0.0%
Value ($000) $59 Shares 550 Est. Cost $70.79 Unrealized +20.3%
SCHW Charles Schwab Corp/The 0.0%
Value ($000) $58 Shares 1,092 Est. Cost $32.40 Unrealized +30.7%
GSLC GOLDMAN SACHS ACTIVEBETA US LGCP EQ ETF 0.0%
Value ($000) $57 Shares 751 Est. Cost $67.85 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $55 Shares 599 Est. Cost $78.10 Unrealized +5.1%
PYPL PAYPAL HOLDINGS INCORPOR 0.0%
Value ($000) $55 Shares 235 Est. Cost $187.90 Unrealized +10.0%
SAM Boston Beer Co Inc/The 0.0%
Value ($000) $55 Shares 55 Est. Cost $789.85 Unrealized +21.5%
PM Philip Morris International In 0.0%
Value ($000) $55 Shares 665 Est. Cost $58.86 Unrealized +2.5%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $54 Shares 1,439 Est. Cost $26.37 Unrealized +28.2%
AMAT Applied Materials Inc 0.0%
Value ($000) $54 Shares 628 Est. Cost $58.88 Unrealized +20.1%
TJX TJX Cos Inc/The 0.0%
Value ($000) $54 Shares 796 Est. Cost $50.05 Unrealized +12.8%
YUM Yum! Brands Inc 0.0%
Value ($000) $54 Shares 500 Est. Cost $83.37 Unrealized +11.3%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $53 Shares 1,059 Est. Cost $50.05 Unrealized
NVS Novartis AG 0.0%
Value ($000) $52 Shares 550 Est. Cost $87.09 Unrealized
ICE INTERCONTINENTAL EXC 0.0%
Value ($000) $51 Shares 441 Est. Cost $92.97 Unrealized +4.5%
SYK Stryker Corp 0.0%
Value ($000) $51 Shares 207 Est. Cost $173.69 Unrealized +23.5%
SLF Sun Life Financial Inc 0.0%
Value ($000) $50 Shares 1,129 Est. Cost $40.44 Unrealized +7.1%
VTV Vanguard Value ETF 0.0%
Value ($000) $49 Shares 409 Est. Cost $104.13 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $49 Shares 194 Est. Cost $226.80 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $49 Shares 950 Est. Cost $50.53 Unrealized
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $48 Shares 706 Est. Cost $56.47 Unrealized +6.4%
GENERAL ELECTRIC CO 0.0%
Value ($000) $48 Shares 4,431 Est. Cost $6.23 Unrealized
BP BP PLC 0.0%
Value ($000) $48 Shares 2,349 Est. Cost $17.44 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.0%
Value ($000) $47 Shares 935 Est. Cost $50.27 Unrealized
Linde PLC 0.0%
Value ($000) $47 Shares 178 Est. Cost $238.74 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $47 Shares 314 Est. Cost $131.04 Unrealized -0.3%
Pinnacle Financial Partners Inc 0.0%
Value ($000) $47 Shares 735 Est. Cost $35.37 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $47 Shares 173 Est. Cost $251.75 Unrealized -1.7%
PH Parker-Hannifin Corp 0.0%
Value ($000) $46 Shares 168 Est. Cost $182.81 Unrealized +26.6%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $46 Shares 130 Est. Cost $282.24 Unrealized +9.2%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $46 Shares 922 Est. Cost $34.89 Unrealized +8.8%
WISDOMTREE FLOATING RATE TREASURY ETF 0.0%
Value ($000) $44 Shares 1,765 Est. Cost $25.07 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $43 Shares 282 Est. Cost $115.80 Unrealized +12.3%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $42 Shares 414 Est. Cost $101.45 Unrealized
QRVO Qorvo Inc 0.0%
Value ($000) $42 Shares 250 Est. Cost $124.00 Unrealized +18.7%
Laboratory Corp of America Hol 0.0%
Value ($000) $40 Shares 196 Est. Cost $188.17 Unrealized
PPL PPL Corp 0.0%
Value ($000) $39 Shares 1,378 Est. Cost $21.68 Unrealized +6.8%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $39 Shares 189 Est. Cost $167.30 Unrealized +8.2%
ALL Allstate Corp/The 0.0%
Value ($000) $38 Shares 343 Est. Cost $81.77 Unrealized +6.0%
ECL ECOLAB INC 0.0%
Value ($000) $37 Shares 173 Est. Cost $188.44 Unrealized +4.8%
CAG Conagra Brands Inc 0.0%
Value ($000) $37 Shares 1,015 Est. Cost $28.95 Unrealized -0.3%
AEP American Electric Power Co Inc 0.0%
Value ($000) $37 Shares 443 Est. Cost $67.80 Unrealized +6.2%
PSX Phillips 66 0.0%
Value ($000) $37 Shares 536 Est. Cost $49.06 Unrealized -2.2%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $37 Shares 422 Est. Cost $51.88 Unrealized +60.7%
UDR Udr INC Reit CORP COMMON 0.0%
Value ($000) $36 Shares 943 Est. Cost $28.83 Unrealized +4.5%
F Ford Motor Co 0.0%
Value ($000) $35 Shares 4,000 Est. Cost $5.14 Unrealized +23.6%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $34 Shares 678 Est. Cost $50.91 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $33 Shares 533 Est. Cost $61.91 Unrealized
IJS iShares S&P Small-Cap 600 Value ETF 0.0%
Value ($000) $33 Shares 400 Est. Cost $109.29 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $33 Shares 682 Est. Cost $20.06 Unrealized +3.3%
O Realty Income Corp 0.0%
Value ($000) $32 Shares 510 Est. Cost $45.10 Unrealized +1.1%
IP International Paper Co 0.0%
Value ($000) $32 Shares 639 Est. Cost $27.96 Unrealized +28.2%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $31 Shares 541 Est. Cost $53.16 Unrealized +5.6%
GLW Corning Inc 0.0%
Value ($000) $30 Shares 823 Est. Cost $26.66 Unrealized +15.8%
MCK McKesson Corp 0.0%
Value ($000) $28 Shares 162 Est. Cost $146.77 Unrealized +10.0%
XEL Xcel Energy Inc 0.0%
Value ($000) $27 Shares 400 Est. Cost $57.55 Unrealized +2.7%
Nuveen Amt-free Quality Municipal Income Fund Amt Free Qlty Mncpl Incm Cf 0.0%
Value ($000) $25 Shares 1,642 Est. Cost $15.23 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $25 Shares 35 Est. Cost $118.07 Unrealized +44.5%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $25 Shares 2,111 Est. Cost $8.08 Unrealized +11.3%
IBM International Business Machine 0.0%
Value ($000) $25 Shares 202 Est. Cost $93.86 Unrealized -0.5%
CPB Campbell Soup Co 0.0%
Value ($000) $25 Shares 520 Est. Cost $41.25 Unrealized -1.4%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $24 Shares 135 Est. Cost $156.72 Unrealized +7.5%
DES WisdomTree US SmallCap Dividend ETF 0.0%
Value ($000) $24 Shares 889 Est. Cost $21.25 Unrealized
XLC Communication Services Select Sector Spdr Fund Communicat Svs Slct Sec Etf 0.0%
Value ($000) $23 Shares 346 Est. Cost $66.47 Unrealized
BCE BCE Inc 0.0%
Value ($000) $23 Shares 539 Est. Cost $29.57 Unrealized +1.7%
USB US Bancorp 0.0%
Value ($000) $23 Shares 493 Est. Cost $28.94 Unrealized +17.0%
TSN Tyson Foods Inc 0.0%
Value ($000) $22 Shares 341 Est. Cost $52.39 Unrealized +1.6%
CCEP Coca-Cola European Partners PLC 0.0%
Value ($000) $22 Shares 433 Est. Cost $34.37 Unrealized +4.7%
IVZ Invesco Ltd 0.0%
Value ($000) $22 Shares 1,250 Est. Cost $8.46 Unrealized +47.0%
DHR Danaher Corp 0.0%
Value ($000) $21 Shares 95 Est. Cost $178.40 Unrealized +9.9%
AVGO Broadcom inc 0.0%
Value ($000) $20 Shares 45 Est. Cost $29.64 Unrealized +17.5%
WDFC WD-40 Co 0.0%
Value ($000) $19 Shares 72 Est. Cost $180.27 Unrealized +23.8%
Seagate Technology PLC 0.0%
Value ($000) $19 Shares 298 Est. Cost $50.34 Unrealized
Interpublic Group of Cos Inc/The 0.0%
Value ($000) $19 Shares 823 Est. Cost $14.51 Unrealized +19.2%
Lazard Ltd 0.0%
Value ($000) $19 Shares 440 Est. Cost $34.09 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $19 Shares 241 Est. Cost $50.42 Unrealized +11.7%
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $18 Shares 1,254 Est. Cost $9.20 Unrealized +16.3%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $18 Shares 63 Est. Cost $285.71 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $18 Shares 257 Est. Cost $70.04 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $18 Shares 189 Est. Cost $64.54 Unrealized +19.2%
WDC Western Digital Corp 0.0%
Value ($000) $18 Shares 324 Est. Cost $29.61 Unrealized +11.7%
Discover Financial Services 0.0%
Value ($000) $17 Shares 188 Est. Cost $58.51 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $13.27 Unrealized -2.6%
AVY Avery Dennison Corp 0.0%
Value ($000) $16 Shares 105 Est. Cost $107.75 Unrealized +23.2%
NDAQ Nasdaq Inc 0.0%
Value ($000) $16 Shares 120 Est. Cost $39.57 Unrealized -0.3%
COF Capital One Financial Corp 0.0%
Value ($000) $16 Shares 159 Est. Cost $61.00 Unrealized +27.4%
BK OF AMERICA CORP 0.0%
Value ($000) $15 Shares 10 Est. Cost $1500.00 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $15 Shares 101 Est. Cost $132.53 Unrealized -5.4%
GILD Gilead Sciences Inc 0.0%
Value ($000) $15 Shares 252 Est. Cost $56.12 Unrealized -12.1%
HPQ HP Inc 0.0%
Value ($000) $15 Shares 606 Est. Cost $15.17 Unrealized +16.1%
RF Regions Financial Corp 0.0%
Value ($000) $14 Shares 858 Est. Cost $9.92 Unrealized +18.6%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $14 Shares 153 Est. Cost $78.43 Unrealized
DOV Dover Corp 0.0%
Value ($000) $13 Shares 100 Est. Cost $99.71 Unrealized +11.4%
DRI Darden Restaurants Inc 0.0%
Value ($000) $13 Shares 106 Est. Cost $70.74 Unrealized +29.2%
HCA HCA Healthcare Inc 0.0%
Value ($000) $13 Shares 77 Est. Cost $118.28 Unrealized +18.2%
GS Goldman Sachs Group Inc/The 0.0%
Value ($000) $13 Shares 50 Est. Cost $178.97 Unrealized +10.1%
AZN Astrazeneca Plc ADR Rep 0.5 CORP COMMON 0.0%
Value ($000) $13 Shares 261 Est. Cost $53.64 Unrealized
CME CME Group Inc 0.0%
Value ($000) $12 Shares 65 Est. Cost $136.26 Unrealized +1.6%
JNK Spdr Bloomberg Barclays High Yield Bond Etf Blmbrg Brcly Hgh Yld Bnd 0.0%
Value ($000) $12 Shares 111 Est. Cost $108.11 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $12 Shares 533 Est. Cost $16.53 Unrealized +2.2%
SMG Scotts Miracle-gro CO Miracle Gro CORP COMMON 0.0%
Value ($000) $12 Shares 58 Est. Cost $142.37 Unrealized 0.0%
BAX Baxter International Inc 0.0%
Value ($000) $12 Shares 144 Est. Cost $75.21 Unrealized -5.6%
TAP Molson Coors Brewing Co 0.0%
Value ($000) $11 Shares 235 Est. Cost $31.40 Unrealized +14.2%
PacWest Bancorp 0.0%
Value ($000) $11 Shares 420 Est. Cost $16.67 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $11 Shares 81 Est. Cost $124.18 Unrealized -3.8%
CM Canadian Imperial Bank Of Commerce CORP COMMON 0.0%
Value ($000) $11 Shares 124 Est. Cost $32.44 Unrealized 0.0%
LEA Lear Corp 0.0%
Value ($000) $11 Shares 69 Est. Cost $101.80 Unrealized +23.5%
MGM MGM RESORTS INTL 0.0%
Value ($000) $11 Shares 340 Est. Cost $19.81 Unrealized +29.9%
KEY KeyCorp 0.0%
Value ($000) $11 Shares 693 Est. Cost $9.39 Unrealized +21.2%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $10 Shares 22 Est. Cost $447.53 Unrealized +3.4%
HAL Halliburton Co 0.0%
Value ($000) $10 Shares 525 Est. Cost $13.17 Unrealized +7.5%
ORCL Oracle Corp 0.0%
Value ($000) $10 Shares 150 Est. Cost $52.75 Unrealized +5.2%
PSA Public Storage 0.0%
Value ($000) $10 Shares 45 Est. Cost $162.21 Unrealized +13.2%
EMB iShares JP Morgan USD Em Mkts Bd ETF 0.0%
Value ($000) $10 Shares 83 Est. Cost $120.48 Unrealized
TER Teradyne INC CORP COMMON 0.0%
Value ($000) $10 Shares 84 Est. Cost $100.07 Unrealized 0.0%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $10 Shares 123 Est. Cost $58.69 Unrealized +14.1%
FBNC First Bancorp/Southern Pines NC 0.0%
Value ($000) $10 Shares 301 Est. Cost $18.93 Unrealized +36.3%
BTI British American Tobacco PLCBritish American Tobacco PLC 0.0%
Value ($000) $9 Shares 233 Est. Cost $38.63 Unrealized
XLY Consumer Discret Sel Sect SPDR ETF 0.0%
Value ($000) $9 Shares 56 Est. Cost $160.71 Unrealized
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $9 Shares 76 Est. Cost $118.42 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $9 Shares 55 Est. Cost $136.41 Unrealized +15.3%
NVO Novo Nordisk A/s ADR Repsg 1 CORP COMMON 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
MSCI Msci INC CORP COMMON 0.0%
Value ($000) $9 Shares 21 Est. Cost $372.43 Unrealized 0.0%
LUV Southwest Airlines Co 0.0%
Value ($000) $9 Shares 192 Est. Cost $33.06 Unrealized +21.9%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $8 Shares 200 Est. Cost $28.05 Unrealized +26.1%
SITE SiteOne Landscape Supply Inc 0.0%
Value ($000) $8 Shares 51 Est. Cost $137.14 Unrealized 0.0%
POOL Pool Corp COMMON 0.0%
Value ($000) $8 Shares 21 Est. Cost $328.73 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $8 Shares 56 Est. Cost $116.98 Unrealized +3.6%
DOCU Docusign INC 0.0%
Value ($000) $8 Shares 34 Est. Cost $224.62 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $8 Shares 25 Est. Cost $250.01 Unrealized +14.5%
ZBRA Zebra Technologies Corp CLASS A COMMON 0.0%
Value ($000) $8 Shares 21 Est. Cost $336.52 Unrealized 0.0%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $8 Shares 55 Est. Cost $109.09 Unrealized
TOTAL SA 0.0%
Value ($000) $8 Shares 192 Est. Cost $34.87 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $8 Shares 497 Est. Cost $13.40 Unrealized
NGG National Grid PLC 0.0%
Value ($000) $7 Shares 115 Est. Cost $60.87 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $7 Shares 178 Est. Cost $20.93 Unrealized +76.1%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $7 Shares 54 Est. Cost $29.14 Unrealized 0.0%
CRL Charles River Laboratories International INC Chrls Labs CORP COMMON 0.0%
Value ($000) $7 Shares 29 Est. Cost $238.16 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $7 Shares 13 Est. Cost $465.18 Unrealized +3.9%
iShares Gold Trust 0.0%
Value ($000) $7 Shares 411 Est. Cost $17.03 Unrealized
KR Kroger Co/The 0.0%
Value ($000) $7 Shares 221 Est. Cost $30.80 Unrealized -5.6%
EQIX EQUINIX INC 0.0%
Value ($000) $7 Shares 10 Est. Cost $677.38 Unrealized -0.4%
PNW Pinnacle West Capital Corp 0.0%
Value ($000) $7 Shares 92 Est. Cost $60.54 Unrealized +8.7%
Cerner Corp 0.0%
Value ($000) $6 Shares 75 Est. Cost $66.67 Unrealized
TEVA Teva Pharmaceutical Industries 0.0%
Value ($000) $6 Shares 602 Est. Cost $8.31 Unrealized
CRM SALESFORCE COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $233.81 Unrealized +2.8%
NI NiSource Inc 0.0%
Value ($000) $6 Shares 246 Est. Cost $19.36 Unrealized +1.7%
UAL United Airlines Holdings Inc 0.0%
Value ($000) $6 Shares 139 Est. Cost $34.59 Unrealized +16.9%
CDW Cdw Corp COMMON 0.0%
Value ($000) $6 Shares 43 Est. Cost $123.09 Unrealized 0.0%
HBAN Huntington Bancshares Inc/OH 0.0%
Value ($000) $6 Shares 439 Est. Cost $9.01 Unrealized 0.0%
AAL American Airlines Group INC CORP COMMON 0.0%
Value ($000) $6 Shares 400 Est. Cost $12.53 Unrealized +10.5%
NDSN Nordson Corp COMMON 0.0%
Value ($000) $6 Shares 31 Est. Cost $189.50 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $6 Shares 154 Est. Cost $30.14 Unrealized +3.8%
WRB W. R. Berkley Corp Wr COMMON 0.0%
Value ($000) $6 Shares 84 Est. Cost $25.56 Unrealized 0.0%
Cooper Cos Inc/The 0.0%
Value ($000) $6 Shares 17 Est. Cost $352.94 Unrealized
CCL CARNIVAL CORP F 0.0%
Value ($000) $6 Shares 300 Est. Cost $15.46 Unrealized +15.0%
WPC WP Carey Inc 0.0%
Value ($000) $6 Shares 90 Est. Cost $66.67 Unrealized
THO Thor Industries INC CORP COMMON 0.0%
Value ($000) $6 Shares 62 Est. Cost $84.41 Unrealized 0.0%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $5 Shares 80 Est. Cost $48.84 Unrealized +10.4%
LII Lennox International INC CORP COMMON 0.0%
Value ($000) $5 Shares 18 Est. Cost $267.20 Unrealized 0.0%
ALLE Allegion PLC 0.0%
Value ($000) $5 Shares 43 Est. Cost $101.61 Unrealized 0.0%
EFX Equifax INC CORP COMMON 0.0%
Value ($000) $5 Shares 27 Est. Cost $162.01 Unrealized 0.0%
BSY Bentley Systems INC CLASS B CORP COMMON 0.0%
Value ($000) $5 Shares 122 Est. Cost $34.70 Unrealized 0.0%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $5 Shares 30 Est. Cost $134.81 Unrealized 0.0%
EOG EOG Resources Inc 0.0%
Value ($000) $5 Shares 93 Est. Cost $34.85 Unrealized -2.1%
DXC DXC Technology Co 0.0%
Value ($000) $5 Shares 203 Est. Cost $18.24 Unrealized +17.0%
Kellogg Co 0.0%
Value ($000) $5 Shares 75 Est. Cost $52.29 Unrealized -4.4%
EVRG Evergy Inc 0.0%
Value ($000) $4 Shares 80 Est. Cost $45.07 Unrealized -0.9%
MRNA MODERNA INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $101.17 Unrealized 0.0%
PLD Prologis INC Reit 0.0%
Value ($000) $4 Shares 36 Est. Cost $87.45 Unrealized 0.0%
SPGI S&P Global Inc 0.0%
Value ($000) $4 Shares 13 Est. Cost $323.21 Unrealized 0.0%
TRP TC Energy Corp 0.0%
Value ($000) $4 Shares 103 Est. Cost $32.58 Unrealized 0.0%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $4 Shares 44 Est. Cost $86.30 Unrealized 0.0%
QCOM QUALCOMM Inc 0.0%
Value ($000) $4 Shares 29 Est. Cost $124.71 Unrealized 0.0%
ALC Alcon Inc 0.0%
Value ($000) $4 Shares 57 Est. Cost $57.99 Unrealized +6.3%
EWT Ishares Msci Taiwan Index Fund Etf 0.0%
Value ($000) $4 Shares 79 Est. Cost $50.63 Unrealized
Aspen Technology INC CORP COMMON 0.0%
Value ($000) $4 Shares 33 Est. Cost $121.21 Unrealized
BFAM Bright Horizons Family Solutions INC CORP COMMON 0.0%
Value ($000) $4 Shares 23 Est. Cost $163.69 Unrealized 0.0%
Ansys INC CORP COMMON 0.0%
Value ($000) $4 Shares 12 Est. Cost $333.33 Unrealized
Wyndham Destinations Inc 0.0%
Value ($000) $4 Shares 80 Est. Cost $25.00 Unrealized
ROL Rollins INC CORP COMMON 0.0%
Value ($000) $4 Shares 102 Est. Cost $36.34 Unrealized 0.0%
FICO Fair Isaac Corp COMMON 0.0%
Value ($000) $4 Shares 7 Est. Cost $465.09 Unrealized 0.0%
STZ Constellation Brands Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $167.00 Unrealized +8.3%
CHE Chemed Corp COMMON 0.0%
Value ($000) $4 Shares 8 Est. Cost $483.04 Unrealized 0.0%
Flir Systems INC CORP COMMON 0.0%
Value ($000) $4 Shares 83 Est. Cost $48.19 Unrealized
ELAN Elanco Animal Health INC CORP COMMON 0.0%
Value ($000) $4 Shares 145 Est. Cost $30.51 Unrealized 0.0%
JKHY Jack Henry & Associates INC And CORP COMMON 0.0%
Value ($000) $4 Shares 24 Est. Cost $149.01 Unrealized 0.0%
NOK Nokia Oyj 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
BABA Alibaba Group Holding Ltd ADR Rep 8 CORP COMMON 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
VIPS Vipshop Holdings Ltd Holdgs Spon Ads Rep 0.20 CORP COMMON 0.0%
Value ($000) $3 Shares 115 Est. Cost $26.09 Unrealized
TSM Taiwan Semiconductor 0.0%
Value ($000) $3 Shares 26 Est. Cost $115.38 Unrealized
KB Kb Financial Group INC ADR Rep One CORP COMMON 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.15 Unrealized
SONY Sony Corp ADR Rep 1 COMMON 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
JAZZ Jazz Pharmaceuticals Plc CORP COMMON 0.0%
Value ($000) $3 Shares 16 Est. Cost $148.94 Unrealized 0.0%
STE Steris Plc CORP COMMON 0.0%
Value ($000) $3 Shares 14 Est. Cost $178.36 Unrealized 0.0%
FN Fabrinet CORP COMMON 0.0%
Value ($000) $3 Shares 37 Est. Cost $68.01 Unrealized 0.0%
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $3 Shares 15 Est. Cost $195.53 Unrealized 0.0%
Ihs Markit Ltd CORP COMMON 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
AER AerCap Holdings NV 0.0%
Value ($000) $3 Shares 64 Est. Cost $34.36 Unrealized 0.0%
CHTR Charter Communications Inc 0.0%
Value ($000) $3 Shares 4 Est. Cost $636.54 Unrealized 0.0%
INVH Invitation Homes INC CORP COMMON 0.0%
Value ($000) $3 Shares 94 Est. Cost $24.63 Unrealized 0.0%
IBN Icici Bank Ltd ADR Rep 2 CORP COMMON 0.0%
Value ($000) $3 Shares 187 Est. Cost $16.04 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $198.05 Unrealized 0.0%
RDY Dr.reddy's Laboratories Ltd Dr Reddys ADR Rep 1 CORP COMMON 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
Canadian Pacific Railway Ltd CORP COMMON 0.0%
Value ($000) $3 Shares 8 Est. Cost $375.00 Unrealized
UBER Uber Technologies INC CORP COMMON 0.0%
Value ($000) $3 Shares 60 Est. Cost $33.01 Unrealized +35.8%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $3 Shares 24 Est. Cost $104.66 Unrealized 0.0%
CNI Canadian National Railway CO CORP COMMON 0.0%
Value ($000) $3 Shares 27 Est. Cost $97.95 Unrealized 0.0%
IBKR Interactive Brokers Group INC CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 52 Est. Cost $12.87 Unrealized 0.0%
PANW Palo Alto Networks INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $46.72 Unrealized 0.0%
Splunk INC CORP COMMON 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
AIG American International Group Inc 0.0%
Value ($000) $3 Shares 68 Est. Cost $26.13 Unrealized +19.6%
AVB Avalonbay Communities INC Reit CORP COMMON 0.0%
Value ($000) $3 Shares 16 Est. Cost $133.06 Unrealized 0.0%
CHKP Check Point Software Technology 0.0%
Value ($000) $3 Shares 22 Est. Cost $122.19 Unrealized 0.0%
AMG Affiliated Managers Group Inc 0.0%
Value ($000) $3 Shares 30 Est. Cost $86.25 Unrealized 0.0%
ULTA Ulta Beauty INC CORP COMMON 0.0%
Value ($000) $3 Shares 9 Est. Cost $252.99 Unrealized 0.0%
NOW SERVICE NOW INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $89.31 Unrealized +16.4%
FHN First Horizon National Corp 0.0%
Value ($000) $3 Shares 262 Est. Cost $7.71 Unrealized +26.5%
FIS Fidelity National Information 0.0%
Value ($000) $3 Shares 18 Est. Cost $127.48 Unrealized 0.0%
EXPO Exponent INC CORP COMMON 0.0%
Value ($000) $3 Shares 36 Est. Cost $75.22 Unrealized 0.0%
XLB Materials Select Sector Spdr Fund Sectr Etf 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
Crh Plc ADR Repsg 1 CORP COMMON 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
CyrusOne Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
Kirkland Lake Gold Ltd CORP COMMON 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $237.64 Unrealized +10.9%
MNST Monster Beverage Corp COMMON 0.0%
Value ($000) $2 Shares 25 Est. Cost $42.01 Unrealized 0.0%
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
WELL Welltower INC CORP COMMON 0.0%
Value ($000) $2 Shares 27 Est. Cost $52.89 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $272.91 Unrealized -1.8%
ACGL Arch Capital Group Ltd CORP COMMON 0.0%
Value ($000) $2 Shares 59 Est. Cost $31.21 Unrealized 0.0%
JOYY Joyy INC ADR 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
NOMD Nomad Foods Ltd CORP COMMON 0.0%
Value ($000) $2 Shares 95 Est. Cost $24.75 Unrealized 0.0%
Duke Realty Corp Reit COMMON 0.0%
Value ($000) $2 Shares 61 Est. Cost $32.79 Unrealized
EXR Extra Space Storage INC Reit CORP COMMON 0.0%
Value ($000) $2 Shares 17 Est. Cost $93.43 Unrealized 0.0%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $136.86 Unrealized 0.0%
BXP Boston Properties Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $68.58 Unrealized 0.0%
ARE Alexandria Real Estate Equities INC Eq Reit CORP COMMON 0.0%
Value ($000) $2 Shares 11 Est. Cost $133.68 Unrealized 0.0%
REXR Rexford Industrial Realty INC Reit CORP COMMON 0.0%
Value ($000) $2 Shares 41 Est. Cost $48.78 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $63.60 Unrealized +11.5%
ODFL OLD DOMINION FREIGHT 0.0%
Value ($000) $2 Shares 9 Est. Cost $91.53 Unrealized +6.1%
GWW WW Grainger Inc 0.0%
Value ($000) $2 Shares 6 Est. Cost $371.45 Unrealized 0.0%
CNP CenterPoint Energy Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.07 Unrealized +13.8%
Aptiv Plc CORP COMMON 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
BUD Anheuser-Busch InBev SA/NV 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.61 Unrealized
EBS EMERGENT BIOSOLUTION 0.0%
Value ($000) $2 Shares 23 Est. Cost $107.80 Unrealized -14.9%
HAS Hasbro Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.72 Unrealized +15.8%
GIB Cgi INC CORP COMMON 0.0%
Value ($000) $2 Shares 30 Est. Cost $70.85 Unrealized 0.0%
VMware Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
FISV FISERV INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $99.60 Unrealized +8.2%
SBAC Sba Communications Corp CLASS A Reit COMMON 0.0%
Value ($000) $2 Shares 8 Est. Cost $273.42 Unrealized 0.0%
INCY INCYTE CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $96.47 Unrealized -10.3%
Atlassian Corporation Plc CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
TRV Travelers Cos Inc/The 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.46 Unrealized +12.8%
NTNX Nutanix INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.12 Unrealized 0.0%
MAR Marriott International Inc/MD 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.17 Unrealized 0.0%
AXP American Express Co 0.0%
Value ($000) $1 Shares 10 Est. Cost $103.86 Unrealized 0.0%
OHI Omega Healthcare Investors INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
NNN National Retail Properties INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
HIW Highwoods Properties INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
APLE Apple Hospitality Reit INC CORP COMMON 0.0%
Value ($000) $1 Shares 74 Est. Cost $13.51 Unrealized
VTR Ventas INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 29 Est. Cost $38.61 Unrealized 0.0%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $12.98 Unrealized +2.3%
EPRT Essential Properties Realty Trust INC Trus CORP COMMON 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
KRC Kilroy Realty Corp Reit COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
JBGS Jbg Smith Properties CORP COMMON 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
HLT Hilton Worldwide Holdings INC CORP COMMON 0.0%
Value ($000) $1 Shares 5 Est. Cost $97.85 Unrealized 0.0%
CUBE Cubesmart Reit CORP COMMON 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
BMRN BioMarin Pharmaceutical Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $79.28 Unrealized 0.0%
BRX Brixmor Property Group INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 74 Est. Cost $13.51 Unrealized
Coresite Realty Corp Reit COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
EQR Equity Residential Reit CORP COMMON 0.0%
Value ($000) $1 Shares 20 Est. Cost $46.26 Unrealized 0.0%
Qts Realty Trust INC CLASS A Reit CORP COMMON 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
SUI Sun Communities INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
SHO Sunstone Hotel Investors INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.15 Unrealized
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $82.90 Unrealized +4.0%
REG Regency Centers Corp Reit COMMON 0.0%
Value ($000) $1 Shares 24 Est. Cost $34.84 Unrealized 0.0%
ASML Asml Holding Nv ADR Rep CORP COMMON 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
Retail Opportunity Investments Corp 0.0%
Value ($000) $0 Shares 37 Est. Cost Unrealized
Columbia Property Trust INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
XHR Xenia Hotels & Resorts INC And Reit CORP COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Site Centers Corp COMMON 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
UE Urban Edge Properties CORP COMMON 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
PCH Potlatchdeltic Corp COMMON 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
ELS Equity Lifestyle Properties INC Prop Reit CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
DRH Diamondrock Hospitality CO Reit CORP COMMON 0.0%
Value ($000) $0 Shares 53 Est. Cost Unrealized
Life Storage INC CORP COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Perspecta Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
VNO Vornado Realty Trust Reit CORP COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
VICI Vici Properties INC Pptys CORP COMMON 0.0%
Value ($000) $0 Shares 18 Est. Cost $18.92 Unrealized 0.0%
NTST Netstreit Corp COMMON 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
RLJ Rlj Lodging Trust Reit CORP COMMON 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
Micro Focus International Plc ADR 0.0%
Value ($000) $0 Shares 53 Est. Cost Unrealized