ACIMA PRIVATE WEALTH, LLC Diversified Active

CIK: 0001761961 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 24, 2020

Total Value ($000): $144,744 (100.0% shares, 0.0% debt)

Holdings (296)

FXE INVESCO CURRENCYSHARES EURO CURRENCY 5.0%
Value ($000) $7,177 Shares 67,517 Est. Cost $108.15 Unrealized
IBND SPDR BLOOMBERG BARCLAYS INTERNATIONAL CORPORATE BOND ETF 4.9%
Value ($000) $7,142 Shares 209,073 Est. Cost $33.06 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 4.0%
Value ($000) $5,733 Shares 91,026 Est. Cost $51.00 Unrealized
HYEM VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETF 3.9%
Value ($000) $5,707 Shares 240,511 Est. Cost $23.23 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 3.8%
Value ($000) $5,452 Shares 176,786 Est. Cost $30.82 Unrealized
PICB INVESCO INTERNATIONAL CORPORATE BOND ETF 3.2%
Value ($000) $4,607 Shares 169,739 Est. Cost $25.25 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 2.4%
Value ($000) $3,528 Shares 34,636 Est. Cost $86.69 Unrealized
AAPL APPLE INC COM 2.4%
Value ($000) $3,410 Shares 11,614 Est. Cost $46.35 Unrealized +33.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.1%
Value ($000) $3,073 Shares 18,783 Est. Cost $132.83 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.1%
Value ($000) $3,059 Shares 20,050 Est. Cost $113.72 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 2.0%
Value ($000) $2,964 Shares 26,829 Est. Cost $110.66 Unrealized
JPMORGAN BETABUILDERS JAPAN ETF 1.8%
Value ($000) $2,670 Shares 108,790 Est. Cost $23.39 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 1.8%
Value ($000) $2,656 Shares 116,302 Est. Cost $22.46 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 1.6%
Value ($000) $2,337 Shares 9,650 Est. Cost $171.71 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 1.6%
Value ($000) $2,305 Shares 38,386 Est. Cost $59.57 Unrealized
EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 1.5%
Value ($000) $2,113 Shares 62,117 Est. Cost $33.36 Unrealized
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 1.5%
Value ($000) $2,109 Shares 40,103 Est. Cost $47.85 Unrealized
VANECK VECTORS RUSSIA ETF 1.3%
Value ($000) $1,936 Shares 77,516 Est. Cost $20.11 Unrealized
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $1,905 Shares 12,083 Est. Cost $100.91 Unrealized +38.0%
IEUR ISHARES CORE MSCI EUROPE ETF 1.3%
Value ($000) $1,893 Shares 37,964 Est. Cost $45.71 Unrealized
IPATH SERIES B BLOOMBERG GRAINS SUBINDEX TOTAL RETURN ETN 1.1%
Value ($000) $1,564 Shares 33,894 Est. Cost $46.57 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 1.0%
Value ($000) $1,437 Shares 30,286 Est. Cost $39.59 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.0%
Value ($000) $1,429 Shares 15,587 Est. Cost $62.38 Unrealized
V VISA INC COM CL A 1.0%
Value ($000) $1,385 Shares 7,373 Est. Cost $132.53 Unrealized +30.2%
ISHARES MSCI FRONTIER 100 FUND 0.9%
Value ($000) $1,348 Shares 44,405 Est. Cost $30.36 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.9%
Value ($000) $1,325 Shares 58,519 Est. Cost $20.78 Unrealized
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $1,296 Shares 8,882 Est. Cost $113.99 Unrealized +0.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.9%
Value ($000) $1,275 Shares 10,225 Est. Cost $98.00 Unrealized
NOW SERVICENOW INC COM 0.9%
Value ($000) $1,268 Shares 4,490 Est. Cost $35.49 Unrealized +48.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $1,150 Shares 6,539 Est. Cost $137.49 Unrealized
TUR ISHARES MSCI TURKEY ETF 0.8%
Value ($000) $1,147 Shares 42,324 Est. Cost $24.46 Unrealized
EWI ISHARES MSCI ITALY ETF 0.8%
Value ($000) $1,142 Shares 38,719 Est. Cost $27.26 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.7%
Value ($000) $1,075 Shares 1,843 Est. Cost $126.58 Unrealized +42.7%
LOW LOWES COS INC COM 0.7%
Value ($000) $1,066 Shares 8,905 Est. Cost $84.72 Unrealized +20.8%
PG PROCTER & GAMBLE CO COM 0.7%
Value ($000) $1,050 Shares 8,406 Est. Cost $75.62 Unrealized +39.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.7%
Value ($000) $1,022 Shares 4,820 Est. Cost $137.14 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $1,018 Shares 7,446 Est. Cost $90.72 Unrealized +24.3%
EUFN ISHARES MSCI EUROPE FINANCIAL SECTOR INDEX FUND 0.7%
Value ($000) $1,017 Shares 52,179 Est. Cost $17.79 Unrealized
INTC INTEL CORP COM 0.7%
Value ($000) $986 Shares 16,473 Est. Cost $40.36 Unrealized +22.1%
MELI MERCADOLIBRE INC COM 0.6%
Value ($000) $937 Shares 1,638 Est. Cost $324.05 Unrealized +70.8%
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $869 Shares 2,231 Est. Cost $250.05 Unrealized +29.9%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $855 Shares 4,329 Est. Cost $150.50 Unrealized +14.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.6%
Value ($000) $844 Shares 3,855 Est. Cost $173.27 Unrealized +16.8%
ITW ILLINOIS TOOL WKS INC COM 0.6%
Value ($000) $826 Shares 4,600 Est. Cost $110.50 Unrealized +32.4%
GLOBAL X MSCI GREECE ETF 0.6%
Value ($000) $826 Shares 81,546 Est. Cost $7.42 Unrealized
SPLUNK INC COM 0.5%
Value ($000) $744 Shares 4,967 Est. Cost $104.89 Unrealized
DUFF & PHELPS GLOBAL UTILITY INCOME 0.5%
Value ($000) $741 Shares 48,782 Est. Cost $14.95 Unrealized
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $734 Shares 10,572 Est. Cost $58.91 Unrealized
EZA ISHARES MSCI SOUTH AFRICA ETF 0.5%
Value ($000) $725 Shares 14,773 Est. Cost $51.52 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $687 Shares 4,146 Est. Cost $133.94 Unrealized
BKNG BOOKING HLDGS INC COM 0.5%
Value ($000) $680 Shares 331 Est. Cost $1800.99 Unrealized +7.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.5%
Value ($000) $679 Shares 3,170 Est. Cost $168.14 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.5%
Value ($000) $670 Shares 11,312 Est. Cost $50.89 Unrealized
BDX BECTON DICKINSON & CO COM 0.5%
Value ($000) $664 Shares 2,440 Est. Cost $208.92 Unrealized +8.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $663 Shares 3,888 Est. Cost $122.20 Unrealized +18.7%
PFE PFIZER INC COM 0.5%
Value ($000) $660 Shares 16,849 Est. Cost $29.64 Unrealized -9.9%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.5%
Value ($000) $654 Shares 13,439 Est. Cost $41.53 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $652 Shares 5,407 Est. Cost $84.89 Unrealized +5.6%
ADBE ADOBE INC COM 0.4%
Value ($000) $639 Shares 1,938 Est. Cost $241.40 Unrealized +21.9%
ABBV ABBVIE INC COM 0.4%
Value ($000) $630 Shares 7,113 Est. Cost $64.51 Unrealized +0.2%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $626 Shares 13,047 Est. Cost $37.31 Unrealized +3.3%
META FACEBOOK INC CL A 0.4%
Value ($000) $623 Shares 3,034 Est. Cost $145.30 Unrealized +32.4%
EWP ISHARES MSCI SPAIN ETF 0.4%
Value ($000) $623 Shares 21,558 Est. Cost $28.01 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.4%
Value ($000) $600 Shares 3,515 Est. Cost $147.01 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $590 Shares 2,800 Est. Cost $142.86 Unrealized +24.9%
HD HOME DEPOT INC COM 0.4%
Value ($000) $557 Shares 2,550 Est. Cost $151.83 Unrealized +28.4%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $551 Shares 3,115 Est. Cost $120.00 Unrealized +19.9%
MRK MERCK & CO INC COM 0.4%
Value ($000) $537 Shares 5,901 Est. Cost $57.44 Unrealized +17.6%
MKL MARKEL CORP COM 0.4%
Value ($000) $536 Shares 469 Est. Cost $1103.26 Unrealized +3.2%
VGK VANGUARD FTSE EUROPE ETF 0.4%
Value ($000) $535 Shares 9,133 Est. Cost $51.36 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.3%
Value ($000) $502 Shares 14,729 Est. Cost $31.37 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $490 Shares 7,531 Est. Cost $53.24 Unrealized -11.4%
ABT ABBOTT LABS COM 0.3%
Value ($000) $487 Shares 5,602 Est. Cost $62.66 Unrealized +20.2%
AMGN AMGEN INC COM 0.3%
Value ($000) $486 Shares 2,014 Est. Cost $156.72 Unrealized +16.6%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $472 Shares 2,022 Est. Cost $50.60 Unrealized +54.3%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $458 Shares 2,868 Est. Cost $98.99 Unrealized +21.4%
MMM 3M CO COM 0.3%
Value ($000) $453 Shares 2,568 Est. Cost $127.84 Unrealized -12.6%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $443 Shares 5,034 Est. Cost $56.54 Unrealized +31.7%
SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 0.3%
Value ($000) $439 Shares 10,235 Est. Cost $53.49 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $437 Shares 5,131 Est. Cost $57.24 Unrealized +4.8%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $429 Shares 1,825 Est. Cost $133.20 Unrealized +45.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $426 Shares 9,589 Est. Cost $38.53 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $422 Shares 6,051 Est. Cost $56.32 Unrealized -7.6%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.3%
Value ($000) $421 Shares 8,342 Est. Cost $50.14 Unrealized
RAYTHEON CO COM NEW 0.3%
Value ($000) $419 Shares 1,909 Est. Cost $155.36 Unrealized
PSX PHILLIPS 66 COM 0.3%
Value ($000) $406 Shares 3,643 Est. Cost $73.65 Unrealized +18.6%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $391 Shares 3,138 Est. Cost $95.01 Unrealized +15.9%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $361 Shares 3,184 Est. Cost $77.14 Unrealized +20.0%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $355 Shares 2,770 Est. Cost $82.74 Unrealized +25.4%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $351 Shares 190 Est. Cost $84.01 Unrealized +5.4%
ARGT GLOBAL X MSCI ARGENTINA ETF 0.2%
Value ($000) $346 Shares 13,029 Est. Cost $24.26 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $340 Shares 2,548 Est. Cost $90.41 Unrealized +24.4%
PGR PROGRESSIVE CORP OHIO COM 0.2%
Value ($000) $339 Shares 4,680 Est. Cost $52.48 Unrealized +13.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.2%
Value ($000) $339 Shares 5,286 Est. Cost $43.88 Unrealized +3.0%
PH PARKER HANNIFIN CORP COM 0.2%
Value ($000) $333 Shares 1,620 Est. Cost $145.46 Unrealized +22.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $332 Shares 5,083 Est. Cost $58.61 Unrealized
JPMORGAN BETABUILDERS CANADA ETF 0.2%
Value ($000) $332 Shares 12,754 Est. Cost $24.09 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $328 Shares 5,334 Est. Cost $38.62 Unrealized +10.8%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $323 Shares 3,410 Est. Cost $76.25 Unrealized
ES EVERSOURCE ENERGY COM 0.2%
Value ($000) $323 Shares 3,800 Est. Cost $50.64 Unrealized +31.3%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $322 Shares 999 Est. Cost $250.25 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.2%
Value ($000) $318 Shares 4,969 Est. Cost $64.00 Unrealized
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $312 Shares 1,725 Est. Cost $129.15 Unrealized +15.6%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $306 Shares 2,113 Est. Cost $109.10 Unrealized +24.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $304 Shares 936 Est. Cost $230.99 Unrealized +29.2%
SYY SYSCO CORP COM 0.2%
Value ($000) $302 Shares 3,525 Est. Cost $55.73 Unrealized +22.9%
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $301 Shares 8,874 Est. Cost $30.98 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 0.2%
Value ($000) $291 Shares 3,964 Est. Cost $65.33 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $286 Shares 5,400 Est. Cost $43.84 Unrealized +15.1%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $279 Shares 863 Est. Cost $261.67 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $277 Shares 4,540 Est. Cost $45.86 Unrealized +19.1%
BIIB BIOGEN INC COM 0.2%
Value ($000) $272 Shares 916 Est. Cost $319.14 Unrealized -13.1%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.2%
Value ($000) $272 Shares 5,071 Est. Cost $41.86 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $271 Shares 8,816 Est. Cost $24.16 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $271 Shares 5,028 Est. Cost $42.03 Unrealized +6.3%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $265 Shares 2,110 Est. Cost $100.56 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $262 Shares 4,881 Est. Cost $47.28 Unrealized
T AT&T INC COM 0.2%
Value ($000) $261 Shares 6,691 Est. Cost $14.53 Unrealized +29.9%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $260 Shares 194 Est. Cost $54.03 Unrealized +18.5%
BA BOEING CO COM 0.2%
Value ($000) $257 Shares 789 Est. Cost $336.14 Unrealized +4.4%
VV VANGUARD LARGE-CAP INDEX FUND 0.2%
Value ($000) $257 Shares 1,735 Est. Cost $119.54 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $256 Shares 2,530 Est. Cost $78.81 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $254 Shares 5,092 Est. Cost $32.51 Unrealized -11.4%
IWR ISHARES RUSSELL MID-CAP ETF 0.2%
Value ($000) $253 Shares 4,244 Est. Cost $46.53 Unrealized
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $250 Shares 1,669 Est. Cost $108.32 Unrealized
ASHR X-TRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 0.2%
Value ($000) $241 Shares 8,138 Est. Cost $21.87 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $237 Shares 3,992 Est. Cost $38.43 Unrealized +15.4%
EWM ISHARES MSCI MALAYSIA ETF 0.2%
Value ($000) $227 Shares 7,963 Est. Cost $29.68 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $218 Shares 2,000 Est. Cost $87.79 Unrealized +9.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $216 Shares 2,651 Est. Cost $67.40 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $213 Shares 3,096 Est. Cost $53.94 Unrealized +9.6%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $211 Shares 3,260 Est. Cost $54.96 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $210 Shares 1,881 Est. Cost $74.46 Unrealized +27.7%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $210 Shares 1,421 Est. Cost $111.50 Unrealized +10.3%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $207 Shares 1,349 Est. Cost $88.27 Unrealized +39.3%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $199 Shares 1,444 Est. Cost $89.50 Unrealized +21.5%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $197 Shares 671 Est. Cost $233.29 Unrealized +1.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $194 Shares 4,394 Est. Cost $39.29 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $192 Shares 3,638 Est. Cost $37.59 Unrealized +22.0%
BLACKROCK INC COM 0.1%
Value ($000) $191 Shares 379 Est. Cost $397.60 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $182 Shares 1,169 Est. Cost $115.00 Unrealized +20.4%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $176 Shares 725 Est. Cost $43.26 Unrealized +16.0%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $176 Shares 2,072 Est. Cost $58.88 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $176 Shares 132 Est. Cost $55.61 Unrealized +15.2%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $173 Shares 1,313 Est. Cost $106.76 Unrealized +0.7%
KO COCA COLA CO COM 0.1%
Value ($000) $171 Shares 3,095 Est. Cost $39.74 Unrealized +12.0%
APACHE CORP COM 0.1%
Value ($000) $168 Shares 6,546 Est. Cost $25.57 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $165 Shares 480 Est. Cost $251.74 Unrealized +26.2%
WMT WALMART INC COM 0.1%
Value ($000) $163 Shares 1,372 Est. Cost $29.18 Unrealized +24.7%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $155 Shares 1,111 Est. Cost $87.65 Unrealized +24.0%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $145 Shares 815 Est. Cost $143.76 Unrealized
DOV DOVER CORP COM 0.1%
Value ($000) $144 Shares 1,250 Est. Cost $73.40 Unrealized +34.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $140 Shares 2,130 Est. Cost $52.58 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $139 Shares 1,002 Est. Cost $91.08 Unrealized +30.2%
FXI ISHARES CHINA LARGE-CAP ETF 0.1%
Value ($000) $137 Shares 3,130 Est. Cost $38.98 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $130 Shares 1,280 Est. Cost $77.77 Unrealized +11.6%
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $119 Shares 3,970 Est. Cost $23.96 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $116 Shares 1,224 Est. Cost $58.39 Unrealized +27.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $112 Shares 996 Est. Cost $106.74 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $106 Shares 1,721 Est. Cost $50.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $103 Shares 454 Est. Cost $207.85 Unrealized +4.5%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $99 Shares 510 Est. Cost $165.56 Unrealized 0.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $96 Shares 1,500 Est. Cost $34.25 Unrealized +42.8%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $95 Shares 1,150 Est. Cost $57.02 Unrealized +9.5%
GLW CORNING INC COM 0.1%
Value ($000) $93 Shares 3,200 Est. Cost $26.17 Unrealized -6.6%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $89 Shares 430 Est. Cost $192.73 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $86 Shares 1,030 Est. Cost $83.50 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $84 Shares 352 Est. Cost $191.15 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $81 Shares 550 Est. Cost $92.80 Unrealized +38.4%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $78 Shares 755 Est. Cost $85.42 Unrealized +1.6%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $75 Shares 939 Est. Cost $49.81 Unrealized +19.0%
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $74 Shares 1,498 Est. Cost $29.39 Unrealized +32.0%
MA MASTERCARD INC CL A 0.0%
Value ($000) $72 Shares 241 Est. Cost $258.69 Unrealized +5.4%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $72 Shares 1,346 Est. Cost $34.70 Unrealized +23.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $71 Shares 307 Est. Cost $136.82 Unrealized +34.4%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $69 Shares 235 Est. Cost $215.33 Unrealized +26.1%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $69 Shares 2,004 Est. Cost $20.73 Unrealized +8.4%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $67 Shares 1,610 Est. Cost $41.61 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $66 Shares 954 Est. Cost $43.86 Unrealized +10.7%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $65 Shares 1,451 Est. Cost $35.52 Unrealized +2.4%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $63 Shares 477 Est. Cost $85.17 Unrealized +38.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $62 Shares 971 Est. Cost $27.10 Unrealized -9.6%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $57 Shares 467 Est. Cost $73.21 Unrealized +25.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $55 Shares 450 Est. Cost $85.68 Unrealized +28.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $55 Shares 915 Est. Cost $51.69 Unrealized -0.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $51 Shares 383 Est. Cost $87.95 Unrealized +13.6%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $50 Shares 150 Est. Cost $297.80 Unrealized +1.8%
TAP MOLSON COORS BEVERAGE COMPANY CL B 0.0%
Value ($000) $49 Shares 916 Est. Cost $50.74 Unrealized -9.5%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $48 Shares 1,450 Est. Cost $25.01 Unrealized -2.0%
DOW DOW INC COM 0.0%
Value ($000) $48 Shares 868 Est. Cost $35.98 Unrealized +2.0%
MET METLIFE INC COM 0.0%
Value ($000) $46 Shares 896 Est. Cost $33.67 Unrealized +16.8%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $45 Shares 265 Est. Cost $146.17 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $44 Shares 150 Est. Cost $266.67 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $43 Shares 375 Est. Cost $87.01 Unrealized +17.3%
CSX CSX CORP COM 0.0%
Value ($000) $43 Shares 600 Est. Cost $21.10 Unrealized +3.2%
ARLP ALLIANCE RES PARTNER L P UT LTD PART 0.0%
Value ($000) $43 Shares 4,000 Est. Cost $17.25 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $40 Shares 994 Est. Cost $35.90 Unrealized -14.4%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $39 Shares 523 Est. Cost $58.95 Unrealized -2.0%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $39 Shares 80 Est. Cost $422.68 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $38 Shares 619 Est. Cost $62.78 Unrealized -10.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $38 Shares 856 Est. Cost $30.58 Unrealized +23.8%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $37 Shares 165 Est. Cost $224.24 Unrealized
NEM NEWMONT CORPORATION COM 0.0%
Value ($000) $35 Shares 800 Est. Cost $32.71 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $34 Shares 368 Est. Cost $71.81 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $34 Shares 801 Est. Cost $38.62 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $32 Shares 154 Est. Cost $160.15 Unrealized +11.9%
TGT TARGET CORP COM 0.0%
Value ($000) $30 Shares 233 Est. Cost $63.29 Unrealized +57.7%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $30 Shares 846 Est. Cost $31.78 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $29 Shares 345 Est. Cost $67.21 Unrealized +5.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $29 Shares 971 Est. Cost $26.67 Unrealized -8.1%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $29 Shares 150 Est. Cost $160.00 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $27 Shares 496 Est. Cost $48.39 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $27 Shares 275 Est. Cost $77.99 Unrealized +14.9%
INDA ISHARES MSCI INDIA INDEX FUND 0.0%
Value ($000) $27 Shares 757 Est. Cost $34.28 Unrealized
VNM VANECK VECTORS VIETNAM ETF 0.0%
Value ($000) $26 Shares 1,636 Est. Cost $15.63 Unrealized
SYBT STOCK YDS BANCORP INC COM 0.0%
Value ($000) $26 Shares 643 Est. Cost $31.89 Unrealized +24.5%
DISH NETWORK CORP CL A 0.0%
Value ($000) $25 Shares 700 Est. Cost $35.71 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $25 Shares 383 Est. Cost $52.52 Unrealized -2.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $24 Shares 145 Est. Cost $109.91 Unrealized +26.9%
ELV ANTHEM INC COM 0.0%
Value ($000) $24 Shares 80 Est. Cost $253.23 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $22 Shares 160 Est. Cost $110.26 Unrealized +8.2%
UDR UDR INC COM 0.0%
Value ($000) $21 Shares 455 Est. Cost $38.20 Unrealized 0.0%
APERGY CORP COM 0.0%
Value ($000) $21 Shares 625 Est. Cost $27.20 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $20 Shares 110 Est. Cost $136.36 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $98.34 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $19 Shares 298 Est. Cost $27.47 Unrealized +6.9%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $18 Shares 304 Est. Cost $59.21 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $18 Shares 400 Est. Cost $33.65 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $17 Shares 175 Est. Cost $72.11 Unrealized +10.5%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $17 Shares 161 Est. Cost $84.75 Unrealized +1.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $16 Shares 115 Est. Cost $118.11 Unrealized +14.7%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $14 Shares 62 Est. Cost $177.91 Unrealized +5.4%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.03 Unrealized 0.0%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $13 Shares 288 Est. Cost $45.14 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $48.70 Unrealized +11.4%
EOG EOG RES INC COM 0.0%
Value ($000) $12 Shares 140 Est. Cost $77.23 Unrealized -27.7%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $12 Shares 213 Est. Cost $40.89 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $62.46 Unrealized +17.9%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $12 Shares 140 Est. Cost $72.86 Unrealized 0.0%
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $31.72 Unrealized +49.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $109.90 Unrealized -5.4%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $9 Shares 202 Est. Cost $38.19 Unrealized +9.6%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $9 Shares 54 Est. Cost $146.08 Unrealized +6.0%
AUB ATLANTIC UN BANKSHARES CORP COM 0.0%
Value ($000) $8 Shares 205 Est. Cost $29.92 Unrealized 0.0%
EIDO ISHARES MSCI INDONESIA ETF 0.0%
Value ($000) $8 Shares 324 Est. Cost $24.69 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $8 Shares 195 Est. Cost $41.03 Unrealized
BLACK KNIGHT INC COM 0.0%
Value ($000) $8 Shares 122 Est. Cost $65.57 Unrealized
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $7 Shares 68 Est. Cost $94.59 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $7 Shares 229 Est. Cost $19.85 Unrealized +15.5%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $6 Shares 155 Est. Cost $38.71 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 493 Est. Cost $21.73 Unrealized -47.6%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $205.02 Unrealized +28.5%
EPOL ISHARES MSCI POLAND ETF 0.0%
Value ($000) $6 Shares 290 Est. Cost $20.69 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $6 Shares 185 Est. Cost $32.43 Unrealized
EWH ISHARES MSCI HONG KONG ETF 0.0%
Value ($000) $6 Shares 254 Est. Cost $23.62 Unrealized
THD ISHARES MSCI THAILAND ETF 0.0%
Value ($000) $6 Shares 69 Est. Cost $86.96 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $142.86 Unrealized
ECH ISHARES MSCI CHILE ETF 0.0%
Value ($000) $6 Shares 181 Est. Cost $33.15 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $6 Shares 131 Est. Cost $24.93 Unrealized +4.4%
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $6 Shares 105 Est. Cost $57.14 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $22.76 Unrealized +25.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $168.43 Unrealized +46.6%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $36.52 Unrealized -1.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $5 Shares 27 Est. Cost $176.90 Unrealized -3.5%
F FORD MTR CO DEL COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $6.68 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $150.92 Unrealized +17.7%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $4 Shares 391 Est. Cost $7.67 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $43.14 Unrealized +46.2%
ALLERGAN PLC SHS 0.0%
Value ($000) $4 Shares 22 Est. Cost $148.76 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $3 Shares 295 Est. Cost $13.40 Unrealized -23.9%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $3 Shares 73 Est. Cost $40.95 Unrealized -1.1%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $38.35 Unrealized +36.5%
STT STATE STR CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.82 Unrealized +1.4%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $60.48 Unrealized +18.7%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $147.00 Unrealized -3.9%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $65.85 Unrealized +0.4%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $2 Shares 30 Est. Cost $42.10 Unrealized +38.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 88 Est. Cost $27.36 Unrealized -31.4%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $108.51 Unrealized +18.4%
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 +25.5%
AES AES CORP COM 0.0%
Value ($000) $2 Shares 76 Est. Cost $11.66 Unrealized +23.1%
SL GREEN RLTY CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
AN AUTONATION INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $37.81 Unrealized +33.9%
EBAY EBAY INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $26.17 Unrealized +24.7%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.27 Unrealized +9.6%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $64.69 Unrealized +4.1%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $40.17 Unrealized +4.1%
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
DIAMOND OFFSHORE DRILLING INC COM 0.0%
Value ($000) $1 Shares 107 Est. Cost $9.35 Unrealized
VYX NCR CORP NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $15.70 Unrealized +24.0%
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 +11.6%
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.17 Unrealized +3.2%