ACIMA PRIVATE WEALTH, LLC Diversified Active

CIK: 0001761961 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 30, 2019

Total Value ($000): $130,854 (100.0% shares, 0.0% debt)

Holdings (279)

IBND SPDR BLOOMBERG BARCLAYS INTERNATIONAL CORPORATE BOND ETF 5.2%
Value ($000) $6,830 Shares 205,127 Est. Cost $33.03 Unrealized
FXE INVESCO CURRENCYSHARES EURO CURRENCY 5.2%
Value ($000) $6,826 Shares 65,923 Est. Cost $108.19 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 4.2%
Value ($000) $5,494 Shares 89,456 Est. Cost $50.78 Unrealized
HYEM VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETF 4.2%
Value ($000) $5,491 Shares 236,924 Est. Cost $23.22 Unrealized
PICB INVESCO INTERNATIONAL CORPORATE BOND ETF 3.3%
Value ($000) $4,343 Shares 165,797 Est. Cost $25.21 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 3.1%
Value ($000) $4,045 Shares 131,125 Est. Cost $30.81 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 2.4%
Value ($000) $3,088 Shares 34,266 Est. Cost $86.52 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.2%
Value ($000) $2,834 Shares 20,050 Est. Cost $113.72 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 2.1%
Value ($000) $2,788 Shares 25,209 Est. Cost $110.67 Unrealized
JPMORGAN BETABUILDERS JAPAN ETF 1.9%
Value ($000) $2,534 Shares 106,740 Est. Cost $23.36 Unrealized
AAPL APPLE INC COM 1.9%
Value ($000) $2,534 Shares 11,316 Est. Cost $45.94 Unrealized +9.3%
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 1.9%
Value ($000) $2,489 Shares 114,211 Est. Cost $22.45 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.9%
Value ($000) $2,451 Shares 16,235 Est. Cost $127.99 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 1.7%
Value ($000) $2,235 Shares 37,760 Est. Cost $59.56 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 1.6%
Value ($000) $2,094 Shares 9,650 Est. Cost $171.71 Unrealized
EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 1.5%
Value ($000) $1,997 Shares 60,528 Est. Cost $33.34 Unrealized
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 1.4%
Value ($000) $1,897 Shares 36,216 Est. Cost $47.34 Unrealized
VANECK VECTORS RUSSIA ETF 1.3%
Value ($000) $1,751 Shares 76,782 Est. Cost $20.11 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 1.3%
Value ($000) $1,733 Shares 37,909 Est. Cost $45.71 Unrealized
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $1,679 Shares 12,083 Est. Cost $100.91 Unrealized +28.7%
IPATH SERIES B BLOOMBERG GRAINS SUBINDEX TOTAL RETURN ETN 1.1%
Value ($000) $1,479 Shares 33,191 Est. Cost $46.58 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 1.0%
Value ($000) $1,291 Shares 58,052 Est. Cost $20.78 Unrealized
V VISA INC COM CL A 1.0%
Value ($000) $1,268 Shares 7,373 Est. Cost $132.53 Unrealized +28.5%
EWZ ISHARES MSCI BRAZIL ETF 1.0%
Value ($000) $1,266 Shares 30,050 Est. Cost $39.59 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.9%
Value ($000) $1,238 Shares 15,377 Est. Cost $61.98 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.9%
Value ($000) $1,222 Shares 10,225 Est. Cost $98.00 Unrealized
NOW SERVICENOW INC COM 0.9%
Value ($000) $1,139 Shares 4,490 Est. Cost $35.49 Unrealized +53.2%
TUR ISHARES MSCI TURKEY ETF 0.9%
Value ($000) $1,122 Shares 42,013 Est. Cost $24.46 Unrealized
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $1,071 Shares 8,282 Est. Cost $113.99 Unrealized -3.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $1,043 Shares 6,539 Est. Cost $137.49 Unrealized
PG PROCTER & GAMBLE CO COM 0.8%
Value ($000) $1,024 Shares 8,239 Est. Cost $75.02 Unrealized +34.6%
PEP PEPSICO INC COM 0.8%
Value ($000) $1,020 Shares 7,446 Est. Cost $90.72 Unrealized +20.5%
SHW SHERWIN WILLIAMS CO COM 0.8%
Value ($000) $1,013 Shares 1,843 Est. Cost $126.58 Unrealized +27.0%
EWI ISHARES MSCI ITALY ETF 0.8%
Value ($000) $993 Shares 36,020 Est. Cost $27.09 Unrealized
LOW LOWES COS INC COM 0.7%
Value ($000) $979 Shares 8,905 Est. Cost $84.72 Unrealized +11.0%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $929 Shares 4,329 Est. Cost $150.50 Unrealized +22.8%
MELI MERCADOLIBRE INC COM 0.7%
Value ($000) $902 Shares 1,638 Est. Cost $324.05 Unrealized +87.1%
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $870 Shares 2,231 Est. Cost $250.05 Unrealized +26.6%
INTC INTEL CORP COM 0.6%
Value ($000) $843 Shares 16,373 Est. Cost $40.36 Unrealized +6.6%
EUFN ISHARES MSCI EUROPE FINANCIAL SECTOR INDEX FUND 0.6%
Value ($000) $824 Shares 46,835 Est. Cost $17.59 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.6%
Value ($000) $806 Shares 4,820 Est. Cost $137.14 Unrealized
GLOBAL X MSCI GREECE ETF 0.6%
Value ($000) $760 Shares 81,546 Est. Cost $7.42 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.5%
Value ($000) $719 Shares 4,600 Est. Cost $110.50 Unrealized +17.8%
DUFF & PHELPS GLOBAL UTILITY INCOME 0.5%
Value ($000) $713 Shares 44,882 Est. Cost $14.93 Unrealized
EZA ISHARES MSCI SOUTH AFRICA ETF 0.5%
Value ($000) $700 Shares 14,773 Est. Cost $51.52 Unrealized
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $689 Shares 10,572 Est. Cost $58.91 Unrealized
CSCO CISCO SYS INC COM 0.5%
Value ($000) $663 Shares 13,422 Est. Cost $37.31 Unrealized +14.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.5%
Value ($000) $653 Shares 3,855 Est. Cost $173.27 Unrealized +2.1%
BKNG BOOKING HLDGS INC COM 0.5%
Value ($000) $649 Shares 331 Est. Cost $1800.99 Unrealized +5.8%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $642 Shares 4,246 Est. Cost $133.94 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.5%
Value ($000) $641 Shares 11,312 Est. Cost $50.89 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $641 Shares 5,407 Est. Cost $84.89 Unrealized +7.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $627 Shares 3,888 Est. Cost $122.20 Unrealized +17.8%
BDX BECTON DICKINSON & CO COM 0.5%
Value ($000) $617 Shares 2,440 Est. Cost $208.92 Unrealized +7.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.5%
Value ($000) $610 Shares 3,170 Est. Cost $168.14 Unrealized
HD HOME DEPOT INC COM 0.5%
Value ($000) $591 Shares 2,550 Est. Cost $151.83 Unrealized +23.2%
SPLUNK INC COM 0.4%
Value ($000) $585 Shares 4,967 Est. Cost $104.89 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.4%
Value ($000) $562 Shares 3,515 Est. Cost $147.01 Unrealized
META FACEBOOK INC CL A 0.4%
Value ($000) $558 Shares 3,134 Est. Cost $145.30 Unrealized +29.9%
EWP ISHARES MSCI SPAIN ETF 0.4%
Value ($000) $557 Shares 20,039 Est. Cost $27.94 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $547 Shares 15,249 Est. Cost $29.95 Unrealized -9.8%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.4%
Value ($000) $539 Shares 13,045 Est. Cost $41.32 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.4%
Value ($000) $538 Shares 10,688 Est. Cost $50.14 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $538 Shares 2,800 Est. Cost $142.86 Unrealized +23.6%
ADBE ADOBE INC COM 0.4%
Value ($000) $535 Shares 1,938 Est. Cost $241.40 Unrealized +20.9%
ABBV ABBVIE INC COM 0.4%
Value ($000) $521 Shares 6,893 Est. Cost $64.50 Unrealized -18.5%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $496 Shares 2,937 Est. Cost $118.55 Unrealized +17.5%
VGK VANGUARD FTSE EUROPE ETF 0.4%
Value ($000) $489 Shares 9,133 Est. Cost $51.36 Unrealized
MRK MERCK & CO INC COM 0.4%
Value ($000) $479 Shares 5,701 Est. Cost $57.08 Unrealized +14.7%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.4%
Value ($000) $462 Shares 14,729 Est. Cost $31.37 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $450 Shares 5,382 Est. Cost $62.14 Unrealized +22.4%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $444 Shares 2,022 Est. Cost $50.60 Unrealized +38.8%
MKL MARKEL CORP COM 0.3%
Value ($000) $436 Shares 369 Est. Cost $1093.58 Unrealized +3.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $424 Shares 10,538 Est. Cost $38.53 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $422 Shares 2,568 Est. Cost $127.84 Unrealized -13.5%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $420 Shares 5,951 Est. Cost $56.39 Unrealized -4.7%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $417 Shares 7,331 Est. Cost $53.41 Unrealized -15.2%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $404 Shares 1,825 Est. Cost $133.20 Unrealized +44.5%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $401 Shares 2,868 Est. Cost $98.99 Unrealized +8.8%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $389 Shares 5,131 Est. Cost $57.24 Unrealized -0.9%
AMGN AMGEN INC COM 0.3%
Value ($000) $389 Shares 2,014 Est. Cost $156.72 Unrealized +0.8%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $383 Shares 4,334 Est. Cost $53.65 Unrealized +50.3%
RAYTHEON CO COM NEW 0.3%
Value ($000) $374 Shares 1,909 Est. Cost $155.36 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $371 Shares 3,138 Est. Cost $95.01 Unrealized +18.5%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $362 Shares 3,543 Est. Cost $73.27 Unrealized +5.5%
PGR PROGRESSIVE CORP OHIO COM 0.3%
Value ($000) $361 Shares 4,680 Est. Cost $52.48 Unrealized +23.1%
SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 0.3%
Value ($000) $346 Shares 8,692 Est. Cost $55.38 Unrealized
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $345 Shares 3,184 Est. Cost $77.14 Unrealized +13.5%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $343 Shares 198 Est. Cost $84.01 Unrealized +10.4%
CELGENE CORP COM 0.3%
Value ($000) $331 Shares 3,342 Est. Cost $65.67 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $326 Shares 2,530 Est. Cost $80.75 Unrealized +27.4%
ES EVERSOURCE ENERGY COM 0.2%
Value ($000) $324 Shares 3,800 Est. Cost $50.64 Unrealized +24.7%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $321 Shares 5,334 Est. Cost $38.62 Unrealized +4.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $310 Shares 5,083 Est. Cost $58.61 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $305 Shares 3,410 Est. Cost $76.25 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $301 Shares 2,548 Est. Cost $90.41 Unrealized +12.6%
BA BOEING CO COM 0.2%
Value ($000) $300 Shares 789 Est. Cost $336.14 Unrealized +4.8%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $296 Shares 999 Est. Cost $250.25 Unrealized
PH PARKER HANNIFIN CORP COM 0.2%
Value ($000) $292 Shares 1,620 Est. Cost $145.46 Unrealized +6.6%
ARGT GLOBAL X MSCI ARGENTINA ETF 0.2%
Value ($000) $291 Shares 12,780 Est. Cost $24.21 Unrealized
JPMORGAN BETABUILDERS CANADA ETF 0.2%
Value ($000) $286 Shares 11,437 Est. Cost $23.87 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $279 Shares 3,525 Est. Cost $55.73 Unrealized +10.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $277 Shares 6,760 Est. Cost $39.29 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $275 Shares 2,113 Est. Cost $109.10 Unrealized +23.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $272 Shares 936 Est. Cost $230.99 Unrealized +21.9%
ORCL ORACLE CORP COM 0.2%
Value ($000) $269 Shares 4,900 Est. Cost $43.16 Unrealized +16.7%
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $266 Shares 8,436 Est. Cost $30.83 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $257 Shares 863 Est. Cost $261.67 Unrealized
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $255 Shares 1,575 Est. Cost $127.22 Unrealized +14.6%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $253 Shares 4,540 Est. Cost $45.86 Unrealized +9.2%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $253 Shares 5,028 Est. Cost $42.03 Unrealized -5.3%
APACHE CORP COM 0.2%
Value ($000) $251 Shares 9,818 Est. Cost $25.57 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $241 Shares 1,997 Est. Cost $99.15 Unrealized
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $241 Shares 1,769 Est. Cost $108.32 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $239 Shares 4,881 Est. Cost $47.28 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.2%
Value ($000) $237 Shares 4,805 Est. Cost $41.21 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.2%
Value ($000) $237 Shares 4,244 Est. Cost $46.53 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $236 Shares 2,000 Est. Cost $87.79 Unrealized +16.4%
VV VANGUARD LARGE-CAP INDEX FUND 0.2%
Value ($000) $236 Shares 1,735 Est. Cost $119.54 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $236 Shares 194 Est. Cost $54.03 Unrealized +8.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $234 Shares 8,362 Est. Cost $23.80 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $233 Shares 2,530 Est. Cost $78.81 Unrealized
T AT&T INC COM 0.2%
Value ($000) $226 Shares 5,991 Est. Cost $14.02 Unrealized +21.2%
EWM ISHARES MSCI MALAYSIA ETF 0.2%
Value ($000) $221 Shares 7,963 Est. Cost $29.68 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $220 Shares 3,992 Est. Cost $38.43 Unrealized +7.0%
ASHR X-TRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 0.2%
Value ($000) $220 Shares 8,138 Est. Cost $21.87 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 0.2%
Value ($000) $214 Shares 3,229 Est. Cost $63.49 Unrealized
BIIB BIOGEN INC COM 0.2%
Value ($000) $213 Shares 916 Est. Cost $319.14 Unrealized -27.0%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $208 Shares 5,092 Est. Cost $32.51 Unrealized -15.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $196 Shares 2,537 Est. Cost $66.76 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $196 Shares 525 Est. Cost $251.74 Unrealized +26.6%
VNM VANECK VECTORS VIETNAM ETF 0.1%
Value ($000) $194 Shares 11,898 Est. Cost $15.63 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $194 Shares 1,349 Est. Cost $88.27 Unrealized +37.9%
AFL AFLAC INC COM 0.1%
Value ($000) $190 Shares 3,638 Est. Cost $37.59 Unrealized +20.7%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $189 Shares 2,580 Est. Cost $52.90 Unrealized +18.2%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $188 Shares 1,881 Est. Cost $74.46 Unrealized +21.6%
CB CHUBB LIMITED COM 0.1%
Value ($000) $188 Shares 1,169 Est. Cost $115.00 Unrealized +21.2%
GLOBAL X MSCI NIGERIA ETF 0.1%
Value ($000) $187 Shares 14,049 Est. Cost $16.44 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $179 Shares 1,421 Est. Cost $111.50 Unrealized -0.4%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $176 Shares 1,244 Est. Cost $86.40 Unrealized +27.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $174 Shares 2,689 Est. Cost $52.88 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $168 Shares 379 Est. Cost $397.60 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $168 Shares 2,072 Est. Cost $58.88 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $162 Shares 1,372 Est. Cost $29.18 Unrealized +18.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $147 Shares 4,626 Est. Cost $31.78 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $145 Shares 671 Est. Cost $233.29 Unrealized -6.9%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $136 Shares 2,130 Est. Cost $52.58 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $136 Shares 815 Est. Cost $143.76 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $133 Shares 1,002 Est. Cost $91.08 Unrealized +28.6%
KO COCA COLA CO COM 0.1%
Value ($000) $131 Shares 2,412 Est. Cost $38.39 Unrealized +14.5%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $130 Shares 1,111 Est. Cost $87.65 Unrealized +8.5%
GLOBAL X MSCI PAKISTAN ETF 0.1%
Value ($000) $129 Shares 20,875 Est. Cost $8.18 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.1%
Value ($000) $124 Shares 3,130 Est. Cost $38.98 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $124 Shares 102 Est. Cost $53.13 Unrealized +10.5%
DOV DOVER CORP COM 0.1%
Value ($000) $124 Shares 1,250 Est. Cost $73.40 Unrealized +19.4%
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $119 Shares 775 Est. Cost $153.55 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $114 Shares 1,224 Est. Cost $58.39 Unrealized +24.1%
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $114 Shares 3,970 Est. Cost $23.96 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $114 Shares 1,014 Est. Cost $106.74 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $106 Shares 550 Est. Cost $192.73 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $94 Shares 1,628 Est. Cost $50.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $94 Shares 454 Est. Cost $207.85 Unrealized -0.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $92 Shares 395 Est. Cost $37.49 Unrealized +23.4%
SO SOUTHERN CO COM 0.1%
Value ($000) $92 Shares 1,500 Est. Cost $34.25 Unrealized +32.2%
GLW CORNING INC COM 0.1%
Value ($000) $91 Shares 3,200 Est. Cost $26.17 Unrealized -4.5%
HSY HERSHEY CO COM 0.1%
Value ($000) $85 Shares 550 Est. Cost $92.80 Unrealized +40.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $84 Shares 2,175 Est. Cost $38.62 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $83 Shares 1,640 Est. Cost $40.98 Unrealized -10.3%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $82 Shares 740 Est. Cost $106.15 Unrealized -3.2%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $78 Shares 352 Est. Cost $191.15 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $74 Shares 1,346 Est. Cost $34.70 Unrealized +25.0%
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $70 Shares 1,498 Est. Cost $29.39 Unrealized +19.3%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $69 Shares 971 Est. Cost $27.10 Unrealized -4.4%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $67 Shares 307 Est. Cost $136.82 Unrealized +34.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $67 Shares 235 Est. Cost $215.33 Unrealized +19.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $64 Shares 939 Est. Cost $49.81 Unrealized +8.7%
ARLP ALLIANCE RES PARTNER L P UT LTD PART 0.0%
Value ($000) $64 Shares 4,000 Est. Cost $17.25 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $63 Shares 680 Est. Cost $69.80 Unrealized +12.9%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $63 Shares 1,451 Est. Cost $35.52 Unrealized -0.6%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $62 Shares 493 Est. Cost $125.76 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $61 Shares 2,004 Est. Cost $20.73 Unrealized +7.0%
KELLOGG CO COM 0.0%
Value ($000) $61 Shares 954 Est. Cost $43.86 Unrealized +3.4%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $59 Shares 477 Est. Cost $85.17 Unrealized +34.5%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $58 Shares 1,190 Est. Cost $48.74 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $56 Shares 1,811 Est. Cost $30.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $55 Shares 383 Est. Cost $87.95 Unrealized +16.5%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $55 Shares 450 Est. Cost $85.68 Unrealized +16.7%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $54 Shares 676 Est. Cost $53.23 Unrealized +9.7%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $53 Shares 467 Est. Cost $73.21 Unrealized +17.1%
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $52 Shares 916 Est. Cost $50.74 Unrealized -9.7%
DOW DOW INC COM 0.0%
Value ($000) $46 Shares 971 Est. Cost $35.98 Unrealized -9.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $45 Shares 150 Est. Cost $297.80 Unrealized -1.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $45 Shares 1,450 Est. Cost $25.01 Unrealized -6.6%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $43 Shares 375 Est. Cost $87.01 Unrealized +20.8%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $43 Shares 265 Est. Cost $146.17 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $42 Shares 896 Est. Cost $33.67 Unrealized +14.3%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $42 Shares 1,239 Est. Cost $35.90 Unrealized -13.8%
CSX CSX CORP COM 0.0%
Value ($000) $41 Shares 600 Est. Cost $21.10 Unrealized +1.2%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $40 Shares 150 Est. Cost $266.67 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $38 Shares 856 Est. Cost $30.58 Unrealized +22.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $37 Shares 619 Est. Cost $62.78 Unrealized -8.5%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $37 Shares 165 Est. Cost $224.24 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $33 Shares 523 Est. Cost $58.95 Unrealized -17.9%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $30 Shares 154 Est. Cost $160.15 Unrealized +9.9%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $28 Shares 189 Est. Cost $146.08 Unrealized +2.8%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $28 Shares 345 Est. Cost $67.21 Unrealized +4.2%
CTVA CORTEVA INC COM 0.0%
Value ($000) $27 Shares 971 Est. Cost $26.67 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $26 Shares 150 Est. Cost $160.00 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $24 Shares 383 Est. Cost $52.52 Unrealized -2.9%
TGT TARGET CORP COM 0.0%
Value ($000) $24 Shares 233 Est. Cost $63.29 Unrealized +27.0%
VFC V F CORP COM 0.0%
Value ($000) $24 Shares 275 Est. Cost $77.99 Unrealized +9.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $23 Shares 160 Est. Cost $110.26 Unrealized +17.5%
SYBT STOCK YDS BANCORP INC COM 0.0%
Value ($000) $23 Shares 643 Est. Cost $31.89 Unrealized +14.4%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $23 Shares 443 Est. Cost $51.92 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $23 Shares 382 Est. Cost $60.21 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $23 Shares 496 Est. Cost $48.39 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $21 Shares 145 Est. Cost $109.91 Unrealized +13.9%
CUT INVESCO MSCI GLOBAL TIMBER ETF 0.0%
Value ($000) $21 Shares 838 Est. Cost $25.06 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $18 Shares 110 Est. Cost $136.36 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $17 Shares 298 Est. Cost $27.47 Unrealized +10.3%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $16 Shares 161 Est. Cost $84.75 Unrealized -5.8%
APERGY CORP COM 0.0%
Value ($000) $16 Shares 625 Est. Cost $27.20 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $15 Shares 115 Est. Cost $118.11 Unrealized +14.8%
INDA ISHARES MSCI INDIA INDEX FUND 0.0%
Value ($000) $15 Shares 450 Est. Cost $33.33 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $14 Shares 175 Est. Cost $72.11 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $14 Shares 160 Est. Cost $80.38 Unrealized +0.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $12 Shares 62 Est. Cost $177.91 Unrealized +0.9%
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $12 Shares 181 Est. Cost $66.30 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $11 Shares 374 Est. Cost $29.41 Unrealized
MA MASTERCARD INC CL A 0.0%
Value ($000) $11 Shares 41 Est. Cost $190.92 Unrealized +39.4%
EOG EOG RES INC COM 0.0%
Value ($000) $10 Shares 140 Est. Cost $77.23 Unrealized -20.4%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $10 Shares 125 Est. Cost $62.46 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $109.90 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $48.70 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $8 Shares 202 Est. Cost $38.19 Unrealized +10.9%
DXCM DEXCOM INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $31.72 Unrealized +22.5%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $205.02 Unrealized +35.7%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $6 Shares 229 Est. Cost $19.85 Unrealized +7.1%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $94.59 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $6 Shares 131 Est. Cost $24.93 Unrealized +7.4%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 483 Est. Cost $21.95 Unrealized -23.6%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $168.43 Unrealized +40.7%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $22.76 Unrealized +13.5%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $5 Shares 27 Est. Cost $176.90 Unrealized +2.2%
LAM RESEARCH CORP COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $142.86 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $150.92 Unrealized +24.0%
BALL BALL CORP COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $43.14 Unrealized +60.4%
ALLERGAN PLC SHS 0.0%
Value ($000) $3 Shares 22 Est. Cost $148.76 Unrealized
SUNTRUST BKS INC COM 0.0%
Value ($000) $3 Shares 49 Est. Cost $40.82 Unrealized
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $3 Shares 73 Est. Cost $40.95 Unrealized -9.9%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $3 Shares 391 Est. Cost $7.67 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $2 Shares 278 Est. Cost $13.59 Unrealized -9.6%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $38.35 Unrealized +32.5%
AN AUTONATION INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $37.81 Unrealized +24.6%
CERNER CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
SYK STRYKER CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $154.78 Unrealized +29.3%
SL GREEN RLTY CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
SITE CENTERS CORP COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $9.26 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $1 Shares 26 Est. Cost $35.01 Unrealized +0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $56.82 Unrealized -20.8%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $108.51 Unrealized +16.8%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $65.85 Unrealized -1.9%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $60.48 Unrealized +16.6%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 88 Est. Cost $27.36 Unrealized -33.2%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1 Shares 30 Est. Cost $42.10 Unrealized +24.2%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $147.00 Unrealized -9.9%
AES AES CORP COM 0.0%
Value ($000) $1 Shares 76 Est. Cost $11.66 Unrealized +9.9%
EBAY EBAY INC COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $26.17 Unrealized +37.6%
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.17 Unrealized -1.0%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $40.17 Unrealized +2.2%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $54.25 Unrealized -20.6%
DIAMOND OFFSHORE DRILLING INC COM 0.0%
Value ($000) $0 Shares 107 Est. Cost $9.35 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $0 Shares 67 Est. Cost $14.93 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $64.69 Unrealized +1.7%
VYX NCR CORP NEW COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $15.70 Unrealized +23.0%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $0 Shares 19 Est. Cost $5.30 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $25.27 Unrealized -1.3%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.72 Unrealized 0.0%