ACIMA PRIVATE WEALTH, LLC Diversified Active

CIK: 0001761961 · Show all filings

Period: Q4 2018 (Next →)

Filing Date: Feb 7, 2019

Total Value ($000): $102,092 (100.0% shares, 0.0% debt)

Holdings (297)

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 6.8%
Value ($000) $6,958 Shares 93,352 Est. Cost $74.54 Unrealized
PICB INVESCO INTERNATIONAL CORPORATE BOND ETF 6.4%
Value ($000) $6,499 Shares 258,170 Est. Cost $25.17 Unrealized
IBND SPDR BLOOMBERG BARCLAYS INTERNATIONAL CORPORATE BOND ETF 5.7%
Value ($000) $5,865 Shares 178,061 Est. Cost $32.94 Unrealized
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 5.5%
Value ($000) $5,646 Shares 119,431 Est. Cost $47.27 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 4.4%
Value ($000) $4,543 Shares 89,456 Est. Cost $50.78 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 2.9%
Value ($000) $2,956 Shares 34,165 Est. Cost $86.52 Unrealized
FXE INVESCO CURRENCYSHARES EURO TRUST 2.4%
Value ($000) $2,402 Shares 21,938 Est. Cost $109.49 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.2%
Value ($000) $2,280 Shares 20,050 Est. Cost $113.72 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.0%
Value ($000) $2,041 Shares 15,990 Est. Cost $127.64 Unrealized
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 1.8%
Value ($000) $1,843 Shares 69,458 Est. Cost $26.53 Unrealized
AAPL APPLE INC COM 1.7%
Value ($000) $1,751 Shares 11,099 Est. Cost $46.01 Unrealized 0.0%
IGM ISHARES EXPANDED TECH SECTOR ETF 1.6%
Value ($000) $1,657 Shares 9,650 Est. Cost $171.71 Unrealized
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 1.5%
Value ($000) $1,516 Shares 49,713 Est. Cost $30.50 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.5%
Value ($000) $1,512 Shares 30,154 Est. Cost $50.14 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 1.2%
Value ($000) $1,203 Shares 31,501 Est. Cost $38.19 Unrealized
IPATH SERIES B BLOOMBERG GRAINS SUBINDEX TOTAL RETURN ETN 1.2%
Value ($000) $1,203 Shares 25,651 Est. Cost $46.90 Unrealized
MSFT MICROSOFT CORP COM 1.1%
Value ($000) $1,110 Shares 10,929 Est. Cost $100.00 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $1,028 Shares 7,967 Est. Cost $114.14 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 1.0%
Value ($000) $1,009 Shares 7,533 Est. Cost $133.94 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 1.0%
Value ($000) $1,002 Shares 10,225 Est. Cost $98.00 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.9%
Value ($000) $953 Shares 15,377 Est. Cost $61.98 Unrealized
HYEM VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETF 0.9%
Value ($000) $916 Shares 40,920 Est. Cost $22.39 Unrealized
V VISA INC COM CL A 0.9%
Value ($000) $910 Shares 6,897 Est. Cost $131.41 Unrealized 0.0%
ADBE ADOBE INC COM 0.9%
Value ($000) $875 Shares 3,868 Est. Cost $241.40 Unrealized 0.0%
VGK VANGUARD FTSE EUROPE ETF 0.8%
Value ($000) $825 Shares 16,962 Est. Cost $48.64 Unrealized
LOW LOWES COS INC COM 0.8%
Value ($000) $813 Shares 8,805 Est. Cost $84.62 Unrealized 0.0%
PEP PEPSICO INC COM 0.8%
Value ($000) $801 Shares 7,246 Est. Cost $90.68 Unrealized 0.0%
NOW SERVICENOW INC COM 0.8%
Value ($000) $799 Shares 4,490 Est. Cost $35.49 Unrealized 0.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.7%
Value ($000) $760 Shares 3,976 Est. Cost $191.15 Unrealized
MCD MCDONALDS CORP COM 0.7%
Value ($000) $760 Shares 4,279 Est. Cost $150.10 Unrealized 0.0%
INTC INTEL CORP COM 0.7%
Value ($000) $733 Shares 15,623 Est. Cost $40.19 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $730 Shares 7,939 Est. Cost $74.75 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.7%
Value ($000) $725 Shares 1,843 Est. Cost $126.58 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.6%
Value ($000) $661 Shares 4,820 Est. Cost $137.14 Unrealized
TUR ISHARES MSCI TURKEY ETF 0.6%
Value ($000) $636 Shares 25,873 Est. Cost $24.58 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.6%
Value ($000) $636 Shares 9,174 Est. Cost $69.33 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.6%
Value ($000) $636 Shares 33,013 Est. Cost $19.27 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.6%
Value ($000) $636 Shares 3,839 Est. Cost $173.27 Unrealized 0.0%
PFE PFIZER INC COM 0.6%
Value ($000) $636 Shares 14,576 Est. Cost $30.03 Unrealized 0.0%
ABBV ABBVIE INC COM 0.6%
Value ($000) $620 Shares 6,728 Est. Cost $64.80 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $613 Shares 10,422 Est. Cost $58.82 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $584 Shares 2,231 Est. Cost $250.05 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.6%
Value ($000) $583 Shares 4,600 Est. Cost $110.50 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $582 Shares 4,445 Est. Cost $130.93 Unrealized
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $576 Shares 5,292 Est. Cost $84.74 Unrealized 0.0%
EWJ ISHARES MSCI JAPAN ETF 0.5%
Value ($000) $557 Shares 10,995 Est. Cost $50.66 Unrealized
VANECK VECTORS RUSSIA ETF 0.5%
Value ($000) $549 Shares 29,282 Est. Cost $18.75 Unrealized
BKNG BOOKING HLDGS INC COM 0.5%
Value ($000) $534 Shares 310 Est. Cost $1804.07 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.5%
Value ($000) $533 Shares 3,170 Est. Cost $168.14 Unrealized
SPLUNK INC COM 0.5%
Value ($000) $521 Shares 4,967 Est. Cost $104.89 Unrealized
CSCO CISCO SYS INC COM 0.5%
Value ($000) $512 Shares 11,816 Est. Cost $36.91 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.5%
Value ($000) $496 Shares 2,200 Est. Cost $208.19 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.5%
Value ($000) $480 Shares 1,638 Est. Cost $324.05 Unrealized 0.0%
HD HOME DEPOT INC COM 0.5%
Value ($000) $464 Shares 2,701 Est. Cost $150.39 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $457 Shares 3,488 Est. Cost $121.16 Unrealized 0.0%
MMM 3M CO COM 0.4%
Value ($000) $457 Shares 2,396 Est. Cost $128.25 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $457 Shares 7,331 Est. Cost $53.41 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $433 Shares 6,351 Est. Cost $56.39 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $424 Shares 8,018 Est. Cost $52.88 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $419 Shares 3,588 Est. Cost $98.99 Unrealized 0.0%
ILF ISHARES LATIN AMERICA 40 ETF 0.4%
Value ($000) $407 Shares 13,203 Est. Cost $30.83 Unrealized
META FACEBOOK INC CL A 0.4%
Value ($000) $405 Shares 3,093 Est. Cost $143.86 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $395 Shares 2,800 Est. Cost $142.86 Unrealized 0.0%
ABT ABBOTT LABS COM 0.4%
Value ($000) $389 Shares 5,382 Est. Cost $62.14 Unrealized 0.0%
MRK MERCK & CO INC COM 0.4%
Value ($000) $387 Shares 5,067 Est. Cost $56.50 Unrealized 0.0%
MKL MARKEL CORP COM 0.4%
Value ($000) $383 Shares 369 Est. Cost $1093.58 Unrealized 0.0%
AMGN AMGEN INC COM 0.4%
Value ($000) $373 Shares 1,914 Est. Cost $156.83 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $373 Shares 2,822 Est. Cost $117.71 Unrealized 0.0%
EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.4%
Value ($000) $365 Shares 11,048 Est. Cost $33.04 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $358 Shares 6,243 Est. Cost $57.34 Unrealized
EZA ISHARES MSCI SOUTH AFRICA ETF 0.3%
Value ($000) $348 Shares 6,901 Est. Cost $50.43 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $336 Shares 4,507 Est. Cost $74.55 Unrealized
EWC ISHARES MSCI CANADA ETF 0.3%
Value ($000) $331 Shares 13,813 Est. Cost $23.96 Unrealized
GLOBAL X MSCI GREECE ETF 0.3%
Value ($000) $331 Shares 48,039 Est. Cost $6.89 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $323 Shares 8,474 Est. Cost $38.12 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $321 Shares 4,806 Est. Cost $57.29 Unrealized 0.0%
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.3%
Value ($000) $317 Shares 14,960 Est. Cost $21.19 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $310 Shares 2,022 Est. Cost $50.60 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $305 Shares 3,543 Est. Cost $73.27 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $301 Shares 5,355 Est. Cost $38.62 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $299 Shares 3,138 Est. Cost $95.01 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $292 Shares 1,825 Est. Cost $133.20 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $290 Shares 3,184 Est. Cost $77.14 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO COM 0.3%
Value ($000) $282 Shares 4,680 Est. Cost $52.48 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $281 Shares 5,963 Est. Cost $47.12 Unrealized
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $279 Shares 4,334 Est. Cost $53.65 Unrealized 0.0%
RAYTHEON CO COM NEW 0.3%
Value ($000) $277 Shares 1,809 Est. Cost $153.12 Unrealized
BIIB BIOGEN INC COM 0.3%
Value ($000) $276 Shares 916 Est. Cost $319.14 Unrealized 0.0%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.3%
Value ($000) $275 Shares 1,989 Est. Cost $138.26 Unrealized
PPG PPG INDS INC COM 0.3%
Value ($000) $262 Shares 2,561 Est. Cost $90.41 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $261 Shares 174 Est. Cost $83.14 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.3%
Value ($000) $260 Shares 3,410 Est. Cost $76.25 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $250 Shares 999 Est. Cost $250.25 Unrealized
ES EVERSOURCE ENERGY COM 0.2%
Value ($000) $247 Shares 3,800 Est. Cost $50.64 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $247 Shares 766 Est. Cost $334.97 Unrealized 0.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.2%
Value ($000) $244 Shares 5,244 Est. Cost $46.53 Unrealized
SPGM SPDR MSCI ACWI IMI ETF 0.2%
Value ($000) $242 Shares 3,471 Est. Cost $69.72 Unrealized
PH PARKER HANNIFIN CORP COM 0.2%
Value ($000) $242 Shares 1,620 Est. Cost $145.46 Unrealized 0.0%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $233 Shares 2,128 Est. Cost $109.10 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $232 Shares 5,028 Est. Cost $42.03 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $223 Shares 2,355 Est. Cost $79.11 Unrealized 0.0%
ORCL ORACLE CORP COM 0.2%
Value ($000) $221 Shares 4,900 Est. Cost $43.16 Unrealized 0.0%
SYY SYSCO CORP COM 0.2%
Value ($000) $221 Shares 3,525 Est. Cost $55.73 Unrealized 0.0%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.2%
Value ($000) $205 Shares 3,229 Est. Cost $63.49 Unrealized
CELGENE CORP COM 0.2%
Value ($000) $204 Shares 3,178 Est. Cost $64.19 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $204 Shares 4,126 Est. Cost $33.13 Unrealized 0.0%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.2%
Value ($000) $204 Shares 7,897 Est. Cost $25.83 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $203 Shares 1,467 Est. Cost $126.42 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $202 Shares 193 Est. Cost $53.64 Unrealized 0.0%
ALFVF ALFA-LAVAL AB SHS 0.2%
Value ($000) $201 Shares 9,495 Est. Cost $21.28 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $200 Shares 2,000 Est. Cost $87.79 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $199 Shares 888 Est. Cost $230.26 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $199 Shares 8,362 Est. Cost $23.80 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $198 Shares 1,997 Est. Cost $99.15 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.2%
Value ($000) $198 Shares 4,805 Est. Cost $41.21 Unrealized
ARGT GLOBAL X MSCI ARGENTINA ETF 0.2%
Value ($000) $195 Shares 8,318 Est. Cost $23.44 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $191 Shares 4,276 Est. Cost $45.89 Unrealized 0.0%
T AT&T INC COM 0.2%
Value ($000) $185 Shares 6,499 Est. Cost $14.02 Unrealized 0.0%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $181 Shares 1,421 Est. Cost $111.50 Unrealized 0.0%
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $178 Shares 1,669 Est. Cost $106.65 Unrealized
ASHR X-TRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 0.2%
Value ($000) $178 Shares 8,138 Est. Cost $21.87 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $173 Shares 3,792 Est. Cost $38.28 Unrealized 0.0%
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $169 Shares 2,200 Est. Cost $76.82 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $166 Shares 3,638 Est. Cost $37.59 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $154 Shares 2,580 Est. Cost $52.90 Unrealized 0.0%
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $153 Shares 1,335 Est. Cost $114.61 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $150 Shares 597 Est. Cost $251.26 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $150 Shares 1,881 Est. Cost $74.46 Unrealized 0.0%
BLACKROCK INC COM 0.1%
Value ($000) $145 Shares 369 Est. Cost $392.95 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $142 Shares 1,244 Est. Cost $86.40 Unrealized 0.0%
DOWDUPONT INC COM 0.1%
Value ($000) $139 Shares 2,606 Est. Cost $53.34 Unrealized
EWP ISHARES MSCI SPAIN ETF 0.1%
Value ($000) $136 Shares 5,060 Est. Cost $26.88 Unrealized
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $135 Shares 1,305 Est. Cost $87.89 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $135 Shares 2,092 Est. Cost $64.53 Unrealized
EWI ISHARES MSCI ITALY ETF 0.1%
Value ($000) $133 Shares 5,511 Est. Cost $24.13 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $132 Shares 1,024 Est. Cost $114.50 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $128 Shares 512 Est. Cost $235.05 Unrealized 0.0%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $124 Shares 895 Est. Cost $138.55 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $122 Shares 2,072 Est. Cost $58.88 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.1%
Value ($000) $122 Shares 3,130 Est. Cost $38.98 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $118 Shares 1,272 Est. Cost $28.76 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $118 Shares 480 Est. Cost $245.46 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $114 Shares 2,412 Est. Cost $38.39 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $113 Shares 109 Est. Cost $53.13 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $112 Shares 3,012 Est. Cost $37.18 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $112 Shares 2,130 Est. Cost $52.58 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $107 Shares 1,003 Est. Cost $106.68 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $104 Shares 1,893 Est. Cost $54.94 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $103 Shares 1,002 Est. Cost $91.08 Unrealized 0.0%
GLW CORNING INC COM 0.1%
Value ($000) $97 Shares 3,200 Est. Cost $26.17 Unrealized 0.0%
GLOBAL X MSCI NIGERIA ETF 0.1%
Value ($000) $96 Shares 5,867 Est. Cost $16.36 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $92 Shares 1,773 Est. Cost $40.98 Unrealized 0.0%
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $91 Shares 1,224 Est. Cost $58.39 Unrealized 0.0%
DOV DOVER CORP COM 0.1%
Value ($000) $89 Shares 1,250 Est. Cost $73.40 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $82 Shares 1,628 Est. Cost $50.37 Unrealized
VNM VANECK VECTORS VIETNAM ETF 0.1%
Value ($000) $80 Shares 5,456 Est. Cost $14.66 Unrealized
WESTROCK CO COM 0.1%
Value ($000) $76 Shares 2,000 Est. Cost $38.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $71 Shares 349 Est. Cost $208.87 Unrealized 0.0%
GLOBAL X MSCI PAKISTAN ETF 0.1%
Value ($000) $70 Shares 8,627 Est. Cost $8.11 Unrealized
ARLP ALLIANCE RES PARTNER L P UT LTD PART 0.1%
Value ($000) $69 Shares 4,000 Est. Cost $17.25 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $66 Shares 1,500 Est. Cost $34.25 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $49 Shares 624 Est. Cost $78.53 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $48 Shares 300 Est. Cost $176.90 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $48 Shares 676 Est. Cost $53.23 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $44 Shares 383 Est. Cost $87.95 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $41 Shares 951 Est. Cost $36.63 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $39 Shares 525 Est. Cost $68.15 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $39 Shares 225 Est. Cost $36.66 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $38 Shares 392 Est. Cost $87.53 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $37 Shares 896 Est. Cost $33.67 Unrealized 0.0%
TOTAL S A SPONSORED ADR 0.0%
Value ($000) $35 Shares 674 Est. Cost $51.93 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $34 Shares 789 Est. Cost $35.69 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $34 Shares 392 Est. Cost $85.00 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $33 Shares 500 Est. Cost $59.39 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $33 Shares 639 Est. Cost $49.36 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $33 Shares 285 Est. Cost $101.37 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $33 Shares 308 Est. Cost $90.02 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $32 Shares 1,130 Est. Cost $25.07 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $31 Shares 350 Est. Cost $85.53 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $29 Shares 452 Est. Cost $62.63 Unrealized 0.0%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $29 Shares 205 Est. Cost $141.46 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $29 Shares 757 Est. Cost $32.97 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $27 Shares 171 Est. Cost $129.50 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $26 Shares 345 Est. Cost $67.21 Unrealized 0.0%
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $25 Shares 447 Est. Cost $50.85 Unrealized 0.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $25 Shares 1,765 Est. Cost $15.85 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $25 Shares 303 Est. Cost $82.51 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $25 Shares 736 Est. Cost $30.43 Unrealized 0.0%
KELLOGG CO COM 0.0%
Value ($000) $25 Shares 447 Est. Cost $46.40 Unrealized 0.0%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $24 Shares 728 Est. Cost $29.85 Unrealized 0.0%
CDK GLOBAL INC COM 0.0%
Value ($000) $24 Shares 496 Est. Cost $48.39 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $24 Shares 150 Est. Cost $160.00 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $23 Shares 290 Est. Cost $79.31 Unrealized
SYBT STOCK YDS BANCORP INC COM 0.0%
Value ($000) $21 Shares 643 Est. Cost $31.89 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $20 Shares 195 Est. Cost $109.91 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $19 Shares 296 Est. Cost $53.01 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $18 Shares 820 Est. Cost $24.32 Unrealized 0.0%
APERGY CORP COM 0.0%
Value ($000) $17 Shares 625 Est. Cost $27.20 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $16 Shares 246 Est. Cost $63.29 Unrealized 0.0%
CME CME GROUP INC COM CL A 0.0%
Value ($000) $15 Shares 78 Est. Cost $142.24 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $15 Shares 110 Est. Cost $136.36 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $15 Shares 132 Est. Cost $118.11 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $15 Shares 51 Est. Cost $309.79 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $14 Shares 382 Est. Cost $40.20 Unrealized 0.0%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $14 Shares 180 Est. Cost $77.78 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value ($000) $13 Shares 175 Est. Cost $74.29 Unrealized
DUFF & PHELPS GLB UTL INC FD COM 0.0%
Value ($000) $12 Shares 982 Est. Cost $12.22 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $12 Shares 61 Est. Cost $201.98 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $12 Shares 119 Est. Cost $82.08 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $11 Shares 227 Est. Cost $27.15 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $36.67 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.35 Unrealized 0.0%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $10 Shares 795 Est. Cost $13.56 Unrealized 0.0%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $135.90 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $10 Shares 142 Est. Cost $45.60 Unrealized 0.0%
BHP BHP GROUP LIMITED SPONSORED ADS 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $9 Shares 166 Est. Cost $47.68 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $8 Shares 41 Est. Cost $190.92 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $7 Shares 85 Est. Cost $80.67 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $7 Shares 74 Est. Cost $94.59 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $16.07 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $31.72 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $6 Shares 90 Est. Cost $65.04 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $6 Shares 131 Est. Cost $24.93 Unrealized 0.0%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $6 Shares 119 Est. Cost $50.42 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $95.13 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $5 Shares 229 Est. Cost $19.85 Unrealized 0.0%
FLEX FLEX LTD ORD 0.0%
Value ($000) $5 Shares 620 Est. Cost $6.99 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $4 Shares 286 Est. Cost $13.59 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $22.76 Unrealized 0.0%
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value ($000) $4 Shares 260 Est. Cost $22.26 Unrealized 0.0%
ARKW ARK WEB X.0 ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $61.85 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $168.43 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $205.02 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $124.06 Unrealized 0.0%
ALLERGAN PLC SHS 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $3 Shares 391 Est. Cost $7.67 Unrealized
CONCHO RES INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
NEW ORIENTAL ED & TECH GRP INC SPON ADR 0.0%
Value ($000) $3 Shares 54 Est. Cost $55.56 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $142.86 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $43.14 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 63 Est. Cost $31.75 Unrealized
SL GREEN RLTY CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $73.13 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $170.89 Unrealized 0.0%
ANADARKO PETE CORP COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $108.51 Unrealized 0.0%
PLD PROLOGIS INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $53.13 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.82 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $89.19 Unrealized 0.0%
CERNER CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $147.00 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $38.35 Unrealized 0.0%
HSIC SCHEIN HENRY INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $65.85 Unrealized 0.0%
SUNTRUST BKS INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $40.82 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.89 Unrealized 0.0%
SYK STRYKER CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $154.78 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $120.90 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $84.46 Unrealized 0.0%
DIAMOND OFFSHORE DRILLING INC COM 0.0%
Value ($000) $1 Shares 107 Est. Cost $9.35 Unrealized
SITE CENTERS CORP COM 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.26 Unrealized
VYX NCR CORP NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $15.70 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.57 Unrealized 0.0%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $23.62 Unrealized 0.0%
M MACYS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.92 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $60.48 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.13 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $1 Shares 21 Est. Cost $28.21 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.27 Unrealized 0.0%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $40.17 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
CONTINENTAL RESOURCES INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
EQIX EQUINIX INC COM PAR $0.001 0.0%
Value ($000) $1 Shares 2 Est. Cost $340.80 Unrealized 0.0%
AES AES CORP COM 0.0%
Value ($000) $1 Shares 76 Est. Cost $11.66 Unrealized 0.0%
AVT AVNET INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $34.22 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $41.75 Unrealized 0.0%
AN AUTONATION INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $37.81 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $141.10 Unrealized 0.0%
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.92 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $1 Shares 26 Est. Cost $35.01 Unrealized 0.0%
CBS CORP NEW CL B 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $26.17 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $54.25 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $33.84 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1 Shares 30 Est. Cost $42.10 Unrealized 0.0%
TOTAL SYS SVCS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $64.69 Unrealized 0.0%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.23 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.14 Unrealized 0.0%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.39 Unrealized 0.0%
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
RETAIL VALUE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ISTAR INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized