Legacy Financial Advisors, Inc. Diversified Active

CIK: 0001730810 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 26, 2021

Total Value ($000): $407,919 (100.0% shares, 0.0% debt)

Holdings (183)

USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 22.2%
Value ($000) $90,538 Shares 1,231,805 Est. Cost $53.75 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 15.9%
Value ($000) $64,874 Shares 659,422 Est. Cost $73.93 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 10.7%
Value ($000) $43,675 Shares 869,331 Est. Cost $40.90 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 7.2%
Value ($000) $29,397 Shares 1,108,076 Est. Cost $26.47 Unrealized
EFAV ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD 6.2%
Value ($000) $25,377 Shares 336,834 Est. Cost $72.54 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.9%
Value ($000) $12,008 Shares 161,719 Est. Cost $58.24 Unrealized
PG PROCTER AND GAMBLE CO COM 2.6%
Value ($000) $10,792 Shares 77,199 Est. Cost $75.28 Unrealized +69.1%
AAPL APPLE INC 2.1%
Value ($000) $8,706 Shares 61,524 Est. Cost $96.02 Unrealized +49.9%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 2.1%
Value ($000) $8,666 Shares 132,771 Est. Cost $53.18 Unrealized
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $5,691 Shares 34,767 Est. Cost $86.44 Unrealized +62.3%
MSFT MICROSOFT 1.3%
Value ($000) $5,152 Shares 18,276 Est. Cost $128.82 Unrealized +117.9%
PNC PNC FINL SVCS GROUP INC COM 0.7%
Value ($000) $2,944 Shares 15,050 Est. Cost $105.38 Unrealized +52.6%
IVV ISHARES S&P 500 INDEX 0.7%
Value ($000) $2,882 Shares 6,689 Est. Cost $348.45 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $2,772 Shares 844 Est. Cost $159.86 Unrealized +7.9%
USB US BANCORP DEL COM NEW 0.7%
Value ($000) $2,660 Shares 44,755 Est. Cost $38.44 Unrealized +21.4%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $2,557 Shares 60,241 Est. Cost $21.95 Unrealized +47.1%
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.5%
Value ($000) $2,008 Shares 65,548 Est. Cost $26.80 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $1,979 Shares 12,255 Est. Cost $130.81 Unrealized +14.9%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $1,964 Shares 737 Est. Cost $91.05 Unrealized +50.3%
GOOGL GOOGLE INC 0.4%
Value ($000) $1,682 Shares 629 Est. Cost $85.54 Unrealized +57.9%
PFE PFIZER INC COM 0.4%
Value ($000) $1,617 Shares 37,603 Est. Cost $28.39 Unrealized +25.6%
META FACEBOOK INC CL A 0.3%
Value ($000) $1,413 Shares 4,162 Est. Cost $274.90 Unrealized +30.1%
INTC INTEL CORP COM 0.3%
Value ($000) $1,392 Shares 26,120 Est. Cost $42.05 Unrealized +18.4%
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $1,301 Shares 3,330 Est. Cost $293.95 Unrealized +30.9%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,282 Shares 23,554 Est. Cost $38.26 Unrealized +28.7%
HD HOME DEPOT 0.3%
Value ($000) $1,280 Shares 3,900 Est. Cost $243.01 Unrealized +21.2%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.3%
Value ($000) $1,269 Shares 12,893 Est. Cost $65.47 Unrealized
CSX CSX CORP 0.3%
Value ($000) $1,252 Shares 42,110 Est. Cost $26.20 Unrealized +15.0%
KO COCA COLA CO COM 0.3%
Value ($000) $1,197 Shares 22,822 Est. Cost $39.82 Unrealized +22.5%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,197 Shares 5,727 Est. Cost $139.36 Unrealized +41.8%
NVDA NVIDIA CORP 0.3%
Value ($000) $1,189 Shares 5,742 Est. Cost $18.83 Unrealized +10.1%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $1,180 Shares 21,848 Est. Cost $42.73 Unrealized -1.0%
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $1,145 Shares 19,531 Est. Cost $40.78 Unrealized +10.6%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,114 Shares 18,946 Est. Cost $48.71 Unrealized -0.5%
V VISA INC 0.3%
Value ($000) $1,099 Shares 4,935 Est. Cost $196.44 Unrealized +15.6%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,073 Shares 5,583 Est. Cost $129.79 Unrealized +29.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $1,062 Shares 21,086 Est. Cost $50.77 Unrealized
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $970 Shares 22,860 Est. Cost $28.97 Unrealized +24.6%
CTAS CINTAS CORP 0.2%
Value ($000) $967 Shares 2,541 Est. Cost $72.90 Unrealized +28.9%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $965 Shares 1,244 Est. Cost $195.80 Unrealized +20.2%
IJH ISHARES CORE S&P MID CAP ETF 0.2%
Value ($000) $954 Shares 3,627 Est. Cost $199.29 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $939 Shares 12,502 Est. Cost $65.19 Unrealized +1.5%
PEP PEPSICO INC COM 0.2%
Value ($000) $875 Shares 5,820 Est. Cost $119.33 Unrealized +13.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $875 Shares 3,206 Est. Cost $219.34 Unrealized +28.1%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $868 Shares 8,555 Est. Cost $71.60 Unrealized +16.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $854 Shares 9,933 Est. Cost $60.27 Unrealized +28.4%
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $850 Shares 3,336 Est. Cost $195.60 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $800 Shares 3,319 Est. Cost $188.98 Unrealized +14.2%
IJR ISHARES S&P SMALLCAP 600 ETF 0.2%
Value ($000) $799 Shares 7,317 Est. Cost $86.38 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $779 Shares 4,278 Est. Cost $128.00 Unrealized +27.1%
WMT WALMART INC COM 0.2%
Value ($000) $752 Shares 5,393 Est. Cost $41.62 Unrealized +9.3%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $746 Shares 5,948 Est. Cost $90.91 Unrealized +24.8%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $745 Shares 9,519 Est. Cost $61.73 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $744 Shares 3,506 Est. Cost $155.22 Unrealized +25.4%
NKE NIKE INC CLASS B 0.2%
Value ($000) $715 Shares 4,926 Est. Cost $102.45 Unrealized +48.9%
MA MASTERCARD INC 0.2%
Value ($000) $709 Shares 2,039 Est. Cost $320.88 Unrealized +10.6%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $692 Shares 4,091 Est. Cost $132.95 Unrealized +31.0%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $672 Shares 7,710 Est. Cost $56.51 Unrealized +47.5%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $661 Shares 3,372 Est. Cost $159.40 Unrealized +12.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $659 Shares 5,973 Est. Cost $79.89 Unrealized +32.3%
BLACKROCK FUTURE TECH ETF 0.2%
Value ($000) $631 Shares 17,937 Est. Cost $37.02 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $631 Shares 2,967 Est. Cost $208.37 Unrealized -3.9%
ABT ABBOTT LABS COM 0.2%
Value ($000) $618 Shares 5,230 Est. Cost $96.40 Unrealized +17.7%
BNDW VANGUARD TOTAL WORLD BOND ETF 0.1%
Value ($000) $607 Shares 7,602 Est. Cost $80.14 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $580 Shares 2,639 Est. Cost $192.06 Unrealized +16.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $571 Shares 2,459 Est. Cost $140.73 Unrealized +56.4%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $569 Shares 1,327 Est. Cost $341.73 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $561 Shares 8,036 Est. Cost $55.74 Unrealized +6.5%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $548 Shares 1,713 Est. Cost $233.41 Unrealized +30.9%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $536 Shares 5,236 Est. Cost $80.06 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $532 Shares 9,517 Est. Cost $36.84 Unrealized +39.5%
MSM MSC INDL DIRECT INC CL A 0.1%
Value ($000) $527 Shares 6,568 Est. Cost $73.66 Unrealized +15.3%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $513 Shares 5,671 Est. Cost $88.49 Unrealized -3.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $512 Shares 896 Est. Cost $442.17 Unrealized +22.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $510 Shares 1,958 Est. Cost $202.63 Unrealized +39.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $507 Shares 8,321 Est. Cost $46.87 Unrealized +14.9%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $499 Shares 3,436 Est. Cost $109.49 Unrealized +22.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $494 Shares 2,470 Est. Cost $126.15 Unrealized +48.8%
ADBE ADOBE SYS INC 0.1%
Value ($000) $483 Shares 839 Est. Cost $490.34 Unrealized +28.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $479 Shares 2,443 Est. Cost $166.47 Unrealized +17.3%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $478 Shares 4,285 Est. Cost $88.87 Unrealized
NFLX NETFLIX COM INC 0.1%
Value ($000) $472 Shares 773 Est. Cost $50.95 Unrealized +8.0%
DOV DOVER CORP COM 0.1%
Value ($000) $471 Shares 3,030 Est. Cost $99.71 Unrealized +57.1%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $471 Shares 6,000 Est. Cost $64.99 Unrealized +10.6%
PAYX PAYCHEX INC 0.1%
Value ($000) $466 Shares 4,146 Est. Cost $71.73 Unrealized +38.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $465 Shares 30,069 Est. Cost $10.11 Unrealized +19.2%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $453 Shares 4,396 Est. Cost $62.95 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $452 Shares 607 Est. Cost $544.40 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $436 Shares 1,609 Est. Cost $226.90 Unrealized +10.6%
MS MORGAN STANLEY 0.1%
Value ($000) $434 Shares 4,460 Est. Cost $55.63 Unrealized +54.1%
LOW LOWES COS INC COM 0.1%
Value ($000) $434 Shares 2,137 Est. Cost $149.13 Unrealized +23.1%
DHR DANAHER CORP 0.1%
Value ($000) $430 Shares 1,412 Est. Cost $195.88 Unrealized +36.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $425 Shares 2,765 Est. Cost $148.82 Unrealized
CRANE CO COM 0.1%
Value ($000) $422 Shares 4,446 Est. Cost $82.73 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $422 Shares 3,557 Est. Cost $91.46 Unrealized +7.0%
HESS CORP COM 0.1%
Value ($000) $414 Shares 5,301 Est. Cost $41.80 Unrealized
D DOMINION RESOURCES INC 0.1%
Value ($000) $408 Shares 5,582 Est. Cost $61.23 Unrealized +2.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $407 Shares 3,774 Est. Cost $76.96 Unrealized +26.3%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $406 Shares 3,155 Est. Cost $77.83 Unrealized +67.8%
COR AMERISOURCEBERGEN CORP COM 0.1%
Value ($000) $399 Shares 3,344 Est. Cost $91.77 Unrealized +22.5%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $389 Shares 14,243 Est. Cost $38.17 Unrealized
INVESTORS BANCORP INC NEW COM 0.1%
Value ($000) $388 Shares 25,702 Est. Cost $9.02 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $379 Shares 3,886 Est. Cost $74.53 Unrealized +17.1%
MPT MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $371 Shares 18,508 Est. Cost $18.87 Unrealized
VTI VANGUARD TOTAL STK MKT 0.1%
Value ($000) $368 Shares 1,655 Est. Cost $222.99 Unrealized
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $365 Shares 2,051 Est. Cost $160.65 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $363 Shares 2,214 Est. Cost $148.38 Unrealized +9.7%
HII HUNTINGTON INGALLS INDS INC COM 0.1%
Value ($000) $355 Shares 1,841 Est. Cost $168.38 Unrealized +8.8%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $341 Shares 759 Est. Cost $323.08 Unrealized +29.4%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $340 Shares 4,692 Est. Cost $60.02 Unrealized +5.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $339 Shares 3,577 Est. Cost $61.55 Unrealized +31.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $338 Shares 2,653 Est. Cost $81.77 Unrealized +45.1%
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $331 Shares 682 Est. Cost $33.12 Unrealized +34.3%
PEOPLES BK BRIDGEPORT CN 0.1%
Value ($000) $321 Shares 18,378 Est. Cost $18.67 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $320 Shares 1,383 Est. Cost $150.17 Unrealized +57.6%
RHI ROBERT HALF INTL INC COM 0.1%
Value ($000) $313 Shares 3,118 Est. Cost $87.39 Unrealized +12.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $307 Shares 32,000 Est. Cost $7.69 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $307 Shares 6,611 Est. Cost $33.05 Unrealized +25.8%
ADSK AUTODESK INC 0.1%
Value ($000) $307 Shares 1,077 Est. Cost $266.25 Unrealized +15.0%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $306 Shares 3,041 Est. Cost $83.47 Unrealized +12.4%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.1%
Value ($000) $302 Shares 2,732 Est. Cost $110.54 Unrealized
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $302 Shares 5,036 Est. Cost $59.84 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $302 Shares 166 Est. Cost $26.57 Unrealized +36.9%
VFC V F CORP COM 0.1%
Value ($000) $297 Shares 4,437 Est. Cost $69.33 Unrealized +10.7%
INGR INGREDION INC COM 0.1%
Value ($000) $297 Shares 3,337 Est. Cost $82.16 Unrealized +7.2%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.1%
Value ($000) $297 Shares 4,442 Est. Cost $53.99 Unrealized
KR KROGER CO COM 0.1%
Value ($000) $295 Shares 7,305 Est. Cost $31.67 Unrealized +20.7%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $291 Shares 2,824 Est. Cost $85.93 Unrealized +19.0%
DE DEERE & CO COM 0.1%
Value ($000) $289 Shares 861 Est. Cost $240.65 Unrealized +41.0%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $288 Shares 2,995 Est. Cost $86.14 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $288 Shares 1,259 Est. Cost $153.29 Unrealized +43.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $286 Shares 756 Est. Cost $326.67 Unrealized +7.1%
CMA COMERICA INC COM 0.1%
Value ($000) $286 Shares 3,558 Est. Cost $53.57 Unrealized +9.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $282 Shares 2,184 Est. Cost $101.53 Unrealized +26.9%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $281 Shares 3,433 Est. Cost $89.57 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $278 Shares 6,974 Est. Cost $23.39 Unrealized +27.0%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $278 Shares 2,744 Est. Cost $99.49 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $278 Shares 3,958 Est. Cost $56.97 Unrealized +4.8%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.1%
Value ($000) $277 Shares 4,305 Est. Cost $47.90 Unrealized +14.4%
AGG ISHARES AGGREGATE BOND ETF 0.1%
Value ($000) $272 Shares 2,368 Est. Cost $118.12 Unrealized
BLACKROCK INC 0.1%
Value ($000) $272 Shares 324 Est. Cost $764.92 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.1%
Value ($000) $269 Shares 2,017 Est. Cost $108.44 Unrealized
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $267 Shares 2,688 Est. Cost $99.57 Unrealized +2.3%
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $264 Shares 1,365 Est. Cost $136.30 Unrealized +24.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $262 Shares 1,592 Est. Cost $153.99 Unrealized +5.1%
FFBC FIRST FINL BANCORP OH COM 0.1%
Value ($000) $259 Shares 11,047 Est. Cost $18.16 Unrealized +5.7%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.1%
Value ($000) $259 Shares 2,517 Est. Cost $91.94 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $259 Shares 1,012 Est. Cost $252.06 Unrealized -2.0%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $256 Shares 1,845 Est. Cost $94.39 Unrealized +18.8%
INTU INTUIT INC 0.1%
Value ($000) $254 Shares 470 Est. Cost $428.24 Unrealized +22.5%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $253 Shares 1,560 Est. Cost $139.69 Unrealized +7.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $252 Shares 4,251 Est. Cost $49.69 Unrealized +10.4%
T AT&T INC COM 0.1%
Value ($000) $250 Shares 9,271 Est. Cost $16.13 Unrealized -0.4%
FE FIRSTENERGY CORP 0.1%
Value ($000) $244 Shares 6,861 Est. Cost $30.93 Unrealized +2.7%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $242 Shares 243 Est. Cost $335.80 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $233 Shares 548 Est. Cost $372.56 Unrealized +12.1%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $233 Shares 3,135 Est. Cost $74.32 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $231 Shares 3,415 Est. Cost $49.31 Unrealized 0.0%
CB CHUBB LIMITED COM 0.1%
Value ($000) $231 Shares 1,333 Est. Cost $150.25 Unrealized +9.8%
MMM 3M CO COM 0.1%
Value ($000) $230 Shares 1,313 Est. Cost $118.65 Unrealized +15.7%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $229 Shares 1,493 Est. Cost $68.26 Unrealized 0.0%
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 0.1%
Value ($000) $227 Shares 5,439 Est. Cost $40.66 Unrealized
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.1%
Value ($000) $226 Shares 2,597 Est. Cost $83.60 Unrealized -2.7%
LINDE PLC SHS 0.1%
Value ($000) $223 Shares 759 Est. Cost $293.81 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $222 Shares 2,403 Est. Cost $82.29 Unrealized +2.1%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $222 Shares 2,180 Est. Cost $101.83 Unrealized
CIMAREX ENERGY CO 0.1%
Value ($000) $221 Shares 2,539 Est. Cost $87.04 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $218 Shares 4,030 Est. Cost $58.56 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $216 Shares 1,888 Est. Cost $102.72 Unrealized +3.4%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $216 Shares 10,000 Est. Cost $19.60 Unrealized
BCE BCE INC COM NEW 0.1%
Value ($000) $215 Shares 4,300 Est. Cost $37.13 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $214 Shares 806 Est. Cost $248.67 Unrealized 0.0%
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $214 Shares 2,279 Est. Cost $93.90 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $212 Shares 1,646 Est. Cost $120.92 Unrealized +12.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $211 Shares 4,629 Est. Cost $30.90 Unrealized +10.0%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $208 Shares 8,446 Est. Cost $21.82 Unrealized +4.8%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $204 Shares 852 Est. Cost $233.46 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $204 Shares 1,233 Est. Cost $185.28 Unrealized -19.4%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $203 Shares 699 Est. Cost $290.41 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $203 Shares 3,074 Est. Cost $65.45 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $202 Shares 3,273 Est. Cost $52.29 Unrealized -0.9%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.0%
Value ($000) $112 Shares 18,821 Est. Cost $5.52 Unrealized
AETERNA ZENTARIS INC COM 0.0%
Value ($000) $14 Shares 18,000 Est. Cost $1.17 Unrealized