Legacy Financial Advisors, Inc. Diversified Active

CIK: 0001730810 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 4, 2022

Total Value ($000): $435,840 (100.0% shares, 0.0% debt)

Holdings (205)

USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 16.8%
Value ($000) $73,053 Shares 903,009 Est. Cost $53.75 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 16.6%
Value ($000) $72,366 Shares 676,446 Est. Cost $74.76 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 12.0%
Value ($000) $52,466 Shares 943,968 Est. Cost $42.07 Unrealized
AGG ISHARES AGGREGATE BOND ETF 6.0%
Value ($000) $26,284 Shares 230,404 Est. Cost $114.12 Unrealized
EFAV ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD 4.3%
Value ($000) $18,626 Shares 242,623 Est. Cost $72.54 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.4%
Value ($000) $14,979 Shares 200,679 Est. Cost $61.43 Unrealized
PG PROCTER AND GAMBLE CO COM 2.9%
Value ($000) $12,671 Shares 77,461 Est. Cost $75.28 Unrealized +78.2%
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 2.8%
Value ($000) $11,987 Shares 275,119 Est. Cost $43.57 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $11,282 Shares 63,534 Est. Cost $97.88 Unrealized +58.1%
MSFT MICROSOFT 1.5%
Value ($000) $6,690 Shares 19,891 Est. Cost $143.81 Unrealized +117.9%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $5,597 Shares 35,344 Est. Cost $87.44 Unrealized +69.1%
IVV ISHARES S&P 500 INDEX 0.8%
Value ($000) $3,401 Shares 7,130 Est. Cost $356.40 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $3,343 Shares 68,436 Est. Cost $49.44 Unrealized
FITB FIFTH THIRD BANCORP 0.7%
Value ($000) $3,103 Shares 71,248 Est. Cost $24.29 Unrealized +52.8%
PNC PNC FINL SVCS GROUP INC COM 0.7%
Value ($000) $3,041 Shares 15,165 Est. Cost $105.38 Unrealized +65.4%
AMZN AMAZON.COM INC 0.7%
Value ($000) $2,964 Shares 889 Est. Cost $160.43 Unrealized +6.7%
GOVT ISHARES U.S. TREASURY BOND ETF 0.7%
Value ($000) $2,876 Shares 107,810 Est. Cost $26.47 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.6%
Value ($000) $2,705 Shares 39,900 Est. Cost $53.18 Unrealized
USB US BANCORP DEL COM NEW 0.6%
Value ($000) $2,536 Shares 45,145 Est. Cost $38.44 Unrealized +27.0%
PFE PFIZER INC COM 0.5%
Value ($000) $2,349 Shares 39,786 Est. Cost $29.04 Unrealized +38.5%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $2,298 Shares 794 Est. Cost $94.81 Unrealized +51.3%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $2,229 Shares 13,029 Est. Cost $131.66 Unrealized +10.2%
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.5%
Value ($000) $2,027 Shares 63,488 Est. Cost $26.80 Unrealized
GOOGL GOOGLE INC 0.5%
Value ($000) $1,994 Shares 688 Est. Cost $90.46 Unrealized +58.0%
NVDA NVIDIA CORP 0.4%
Value ($000) $1,780 Shares 6,052 Est. Cost $19.27 Unrealized +42.5%
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $1,731 Shares 3,447 Est. Cost $298.30 Unrealized +41.5%
HD HOME DEPOT 0.4%
Value ($000) $1,620 Shares 3,903 Est. Cost $243.01 Unrealized +41.2%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,588 Shares 25,064 Est. Cost $39.00 Unrealized +29.4%
CSX CSX CORP 0.4%
Value ($000) $1,573 Shares 41,836 Est. Cost $26.20 Unrealized +27.1%
META META PLATFORMS INC CL A 0.4%
Value ($000) $1,533 Shares 4,559 Est. Cost $279.67 Unrealized +17.9%
INTC INTEL CORP COM 0.3%
Value ($000) $1,471 Shares 28,555 Est. Cost $42.50 Unrealized +11.3%
KO COCA COLA CO COM 0.3%
Value ($000) $1,424 Shares 24,053 Est. Cost $40.30 Unrealized +22.0%
TSLA TESLA MOTORS INC 0.3%
Value ($000) $1,376 Shares 1,302 Est. Cost $202.02 Unrealized +66.0%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,249 Shares 5,800 Est. Cost $140.02 Unrealized +36.8%
V VISA INC 0.3%
Value ($000) $1,245 Shares 5,745 Est. Cost $198.09 Unrealized +5.1%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,238 Shares 20,233 Est. Cost $49.04 Unrealized +9.9%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.3%
Value ($000) $1,231 Shares 11,407 Est. Cost $65.47 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $1,226 Shares 23,598 Est. Cost $42.56 Unrealized -5.1%
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $1,145 Shares 19,555 Est. Cost $40.78 Unrealized +21.9%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,124 Shares 5,962 Est. Cost $132.36 Unrealized +28.5%
CTAS CINTAS CORP 0.3%
Value ($000) $1,108 Shares 2,500 Est. Cost $72.90 Unrealized +42.3%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,103 Shares 9,401 Est. Cost $73.80 Unrealized +30.2%
BLACKROCK FUTURE TECH ETF 0.3%
Value ($000) $1,090 Shares 31,227 Est. Cost $36.12 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $1,066 Shares 6,138 Est. Cost $120.58 Unrealized +19.0%
MRK MERCK & CO INC 0.2%
Value ($000) $1,034 Shares 13,486 Est. Cost $65.53 Unrealized +6.6%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $1,032 Shares 23,197 Est. Cost $29.14 Unrealized +40.7%
IJH ISHARES CORE S&P MID CAP ETF 0.2%
Value ($000) $1,032 Shares 3,644 Est. Cost $199.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,002 Shares 3,351 Est. Cost $222.24 Unrealized +28.9%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $998 Shares 4,654 Est. Cost $131.28 Unrealized +28.4%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $928 Shares 3,460 Est. Cost $190.63 Unrealized +20.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $915 Shares 10,627 Est. Cost $61.52 Unrealized +29.0%
NKE NIKE INC CLASS B 0.2%
Value ($000) $897 Shares 5,379 Est. Cost $106.84 Unrealized +44.7%
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $889 Shares 3,203 Est. Cost $195.60 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.2%
Value ($000) $853 Shares 7,451 Est. Cost $86.89 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $815 Shares 2,267 Est. Cost $322.58 Unrealized +4.7%
ACN ACCENTURE LTD BERMUDA CL A 0.2%
Value ($000) $812 Shares 1,959 Est. Cost $247.21 Unrealized +38.9%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $789 Shares 9,499 Est. Cost $61.73 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $784 Shares 8,987 Est. Cost $61.11 Unrealized +45.5%
WMT WALMART INC COM 0.2%
Value ($000) $783 Shares 5,409 Est. Cost $41.62 Unrealized +8.5%
AMGN AMGEN INC 0.2%
Value ($000) $769 Shares 3,417 Est. Cost $205.31 Unrealized -9.8%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $759 Shares 3,640 Est. Cost $161.30 Unrealized +14.8%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $740 Shares 4,780 Est. Cost $136.53 Unrealized +15.6%
UNP UNION PAC CORP COM 0.2%
Value ($000) $720 Shares 2,857 Est. Cost $173.50 Unrealized +23.9%
ABT ABBOTT LABS COM 0.2%
Value ($000) $718 Shares 5,104 Est. Cost $96.40 Unrealized +23.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.2%
Value ($000) $670 Shares 2,467 Est. Cost $140.73 Unrealized +70.2%
HON HONEYWELL INTL INC 0.2%
Value ($000) $667 Shares 3,200 Est. Cost $155.22 Unrealized +19.2%
BA BOEING CO COM 0.1%
Value ($000) $650 Shares 3,227 Est. Cost $195.56 Unrealized +8.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $637 Shares 2,582 Est. Cost $129.67 Unrealized +59.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $619 Shares 8,521 Est. Cost $55.91 Unrealized +5.2%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $612 Shares 3,540 Est. Cost $110.40 Unrealized +27.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $611 Shares 916 Est. Cost $446.00 Unrealized +38.4%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $611 Shares 6,548 Est. Cost $66.02 Unrealized +17.2%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $605 Shares 5,236 Est. Cost $80.06 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $597 Shares 4,375 Est. Cost $73.73 Unrealized +49.0%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $597 Shares 5,813 Est. Cost $88.42 Unrealized -3.0%
MSM MSC INDL DIRECT INC CL A 0.1%
Value ($000) $596 Shares 7,096 Est. Cost $74.40 Unrealized +12.4%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $594 Shares 8,906 Est. Cost $47.40 Unrealized +16.1%
DOV DOVER CORP COM 0.1%
Value ($000) $571 Shares 3,142 Est. Cost $101.89 Unrealized +57.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $570 Shares 3,317 Est. Cost $152.66 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $566 Shares 2,190 Est. Cost $150.84 Unrealized +45.7%
CRM SALESFORCE COM 0.1%
Value ($000) $565 Shares 2,224 Est. Cost $240.92 Unrealized +15.2%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $564 Shares 5,448 Est. Cost $90.91 Unrealized +12.2%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $562 Shares 6,421 Est. Cost $88.62 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $551 Shares 4,582 Est. Cost $90.91 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $540 Shares 3,987 Est. Cost $78.28 Unrealized +29.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $538 Shares 1,515 Est. Cost $308.96 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $537 Shares 2,938 Est. Cost $112.96 Unrealized +29.3%
NFLX NETFLIX COM INC 0.1%
Value ($000) $536 Shares 890 Est. Cost $52.65 Unrealized +21.4%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $517 Shares 3,286 Est. Cost $80.29 Unrealized +73.8%
DHR DANAHER CORP 0.1%
Value ($000) $500 Shares 1,519 Est. Cost $201.11 Unrealized +34.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $485 Shares 4,147 Est. Cost $79.89 Unrealized +27.9%
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $484 Shares 727 Est. Cost $34.28 Unrealized +51.1%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $481 Shares 604 Est. Cost $544.40 Unrealized
CRANE CO COM 0.1%
Value ($000) $480 Shares 4,720 Est. Cost $83.83 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $478 Shares 3,789 Est. Cost $92.81 Unrealized +22.3%
COR AMERISOURCEBERGEN CORP COM 0.1%
Value ($000) $472 Shares 3,554 Est. Cost $93.27 Unrealized +25.6%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $471 Shares 830 Est. Cost $337.19 Unrealized +44.8%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $471 Shares 30,560 Est. Cost $10.16 Unrealized +28.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $467 Shares 9,269 Est. Cost $36.84 Unrealized +25.2%
BNDW VANGUARD TOTAL WORLD BOND ETF 0.1%
Value ($000) $459 Shares 5,847 Est. Cost $80.14 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $459 Shares 19,425 Est. Cost $19.10 Unrealized
D DOMINION RESOURCES INC 0.1%
Value ($000) $458 Shares 5,824 Est. Cost $61.27 Unrealized +1.4%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $450 Shares 3,125 Est. Cost $90.60 Unrealized +48.4%
MS MORGAN STANLEY 0.1%
Value ($000) $448 Shares 4,562 Est. Cost $56.33 Unrealized +54.0%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $443 Shares 3,668 Est. Cost $85.47 Unrealized +11.3%
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $433 Shares 2,334 Est. Cost $163.66 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $423 Shares 1,531 Est. Cost $159.22 Unrealized +53.2%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.1%
Value ($000) $414 Shares 3,842 Est. Cost $84.96 Unrealized +3.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $411 Shares 3,915 Est. Cost $74.53 Unrealized +15.7%
INVESTORS BANCORP INC NEW COM 0.1%
Value ($000) $410 Shares 27,088 Est. Cost $9.33 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.1%
Value ($000) $402 Shares 2,155 Est. Cost $169.49 Unrealized +3.9%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.1%
Value ($000) $396 Shares 3,134 Est. Cost $112.57 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $394 Shares 1,401 Est. Cost $272.09 Unrealized +7.1%
HESS CORP COM 0.1%
Value ($000) $392 Shares 5,294 Est. Cost $41.80 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $391 Shares 689 Est. Cost $490.34 Unrealized +27.5%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $387 Shares 2,319 Est. Cost $148.62 Unrealized +3.4%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $386 Shares 14,506 Est. Cost $37.96 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $379 Shares 3,387 Est. Cost $89.12 Unrealized
VFC V F CORP COM 0.1%
Value ($000) $376 Shares 5,136 Est. Cost $69.84 Unrealized +4.6%
RHI ROBERT HALF INTL INC COM 0.1%
Value ($000) $367 Shares 3,294 Est. Cost $88.67 Unrealized +25.6%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.1%
Value ($000) $366 Shares 2,426 Est. Cost $115.59 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $365 Shares 1,063 Est. Cost $257.36 Unrealized +27.7%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $364 Shares 4,963 Est. Cost $60.10 Unrealized +2.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $356 Shares 3,743 Est. Cost $62.21 Unrealized +22.7%
INTU INTUIT INC 0.1%
Value ($000) $354 Shares 551 Est. Cost $453.70 Unrealized +32.6%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $350 Shares 736 Est. Cost $341.73 Unrealized
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $349 Shares 3,286 Est. Cost $100.34 Unrealized +3.5%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $349 Shares 3,694 Est. Cost $62.95 Unrealized -2.2%
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $339 Shares 1,482 Est. Cost $140.13 Unrealized +31.9%
KR KROGER CO COM 0.1%
Value ($000) $337 Shares 7,454 Est. Cost $31.81 Unrealized +21.0%
INGR INGREDION INC COM 0.1%
Value ($000) $336 Shares 3,481 Est. Cost $82.75 Unrealized +16.3%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.1%
Value ($000) $328 Shares 4,541 Est. Cost $48.54 Unrealized +23.9%
BLACKROCK INC 0.1%
Value ($000) $328 Shares 358 Est. Cost $779.28 Unrealized
PEOPLES BK BRIDGEPORT CN 0.1%
Value ($000) $327 Shares 18,378 Est. Cost $18.67 Unrealized
CMA COMERICA INC COM 0.1%
Value ($000) $326 Shares 3,743 Est. Cost $54.40 Unrealized +29.1%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $321 Shares 6,697 Est. Cost $33.20 Unrealized +33.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $319 Shares 1,049 Est. Cost $252.47 Unrealized +4.4%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $315 Shares 2,744 Est. Cost $99.49 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $312 Shares 2,654 Est. Cost $81.77 Unrealized +30.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $307 Shares 1,626 Est. Cost $202.63 Unrealized +6.5%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $303 Shares 843 Est. Cost $341.68 Unrealized +0.7%
TOTAL SA ADR 0.1%
Value ($000) $301 Shares 6,087 Est. Cost $49.45 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $297 Shares 1,534 Est. Cost $153.83 Unrealized +15.4%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $288 Shares 2,794 Est. Cost $80.49 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $285 Shares 5,299 Est. Cost $57.42 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $284 Shares 6,823 Est. Cost $30.93 Unrealized +5.4%
TGT TARGET CORP COM 0.1%
Value ($000) $284 Shares 1,227 Est. Cost $153.29 Unrealized +39.7%
LINDE PLC SHS 0.1%
Value ($000) $283 Shares 816 Est. Cost $297.51 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $281 Shares 161 Est. Cost $26.57 Unrealized +32.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $281 Shares 736 Est. Cost $326.67 Unrealized +9.1%
PLD PROLOGIS SHARE BENEFICIAL INT 0.1%
Value ($000) $281 Shares 1,669 Est. Cost $131.96 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $279 Shares 1,601 Est. Cost $176.16 Unrealized -17.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $278 Shares 4,463 Est. Cost $49.66 Unrealized -0.9%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.1%
Value ($000) $278 Shares 4,113 Est. Cost $53.99 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $277 Shares 3,655 Est. Cost $65.42 Unrealized -0.2%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $276 Shares 3,825 Est. Cost $50.73 Unrealized +23.5%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $272 Shares 577 Est. Cost $376.04 Unrealized +17.5%
FFBC FIRST FINL BANCORP OH COM 0.1%
Value ($000) $271 Shares 11,108 Est. Cost $18.16 Unrealized +12.9%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $271 Shares 2,027 Est. Cost $95.48 Unrealized +11.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $269 Shares 1,733 Est. Cost $153.02 Unrealized -7.2%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $265 Shares 3,046 Est. Cost $71.12 Unrealized +3.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $263 Shares 32,000 Est. Cost $7.69 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $261 Shares 878 Est. Cost $234.10 Unrealized +9.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $260 Shares 2,237 Est. Cost $102.20 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $254 Shares 2,530 Est. Cost $82.82 Unrealized +12.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $253 Shares 3,456 Est. Cost $74.22 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $253 Shares 1,423 Est. Cost $119.31 Unrealized +6.7%
VO VANGUARD MID CAP 0.1%
Value ($000) $252 Shares 991 Est. Cost $254.29 Unrealized
ELV ANTHEM INC COM 0.1%
Value ($000) $249 Shares 537 Est. Cost $397.15 Unrealized 0.0%
DEO DIAGEO PLC 0.1%
Value ($000) $249 Shares 1,130 Est. Cost $220.35 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $248 Shares 2,584 Est. Cost $44.45 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $247 Shares 8,860 Est. Cost $21.92 Unrealized +9.6%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $246 Shares 841 Est. Cost $248.29 Unrealized -3.5%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $245 Shares 3,690 Est. Cost $55.31 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $245 Shares 696 Est. Cost $311.25 Unrealized 0.0%
BCE BCE INC COM NEW 0.1%
Value ($000) $245 Shares 4,715 Est. Cost $37.21 Unrealized +2.2%
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $243 Shares 4,175 Est. Cost $59.84 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $242 Shares 1,736 Est. Cost $121.87 Unrealized +14.3%
VRSN VERISIGN INC 0.1%
Value ($000) $236 Shares 930 Est. Cost $229.23 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $232 Shares 2,763 Est. Cost $76.51 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $232 Shares 5,933 Est. Cost $23.39 Unrealized +31.1%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $232 Shares 2,869 Est. Cost $29.21 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $231 Shares 1,312 Est. Cost $164.67 Unrealized 0.0%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.1%
Value ($000) $228 Shares 2,109 Est. Cost $91.94 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $227 Shares 580 Est. Cost $372.33 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $227 Shares 4,786 Est. Cost $30.96 Unrealized +5.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $227 Shares 4,455 Est. Cost $50.95 Unrealized
AON AON CORP 0.1%
Value ($000) $226 Shares 753 Est. Cost $290.95 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $226 Shares 1,297 Est. Cost $174.25 Unrealized
VTI VANGUARD TOTAL STK MKT 0.1%
Value ($000) $226 Shares 938 Est. Cost $222.99 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $220 Shares 10,000 Est. Cost $19.60 Unrealized
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $218 Shares 2,285 Est. Cost $93.90 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $216 Shares 1,892 Est. Cost $102.72 Unrealized +3.6%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $215 Shares 340 Est. Cost $611.44 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $214 Shares 1,023 Est. Cost $150.02 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $213 Shares 3,525 Est. Cost $56.97 Unrealized +0.4%
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 0.0%
Value ($000) $210 Shares 5,007 Est. Cost $40.66 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $205 Shares 3,206 Est. Cost $52.29 Unrealized +11.7%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $203 Shares 5,592 Est. Cost $33.11 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $203 Shares 1,218 Est. Cost $150.67 Unrealized 0.0%
NOW SERVICE NOW INC 0.0%
Value ($000) $202 Shares 311 Est. Cost $131.29 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $201 Shares 974 Est. Cost $186.69 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $201 Shares 285 Est. Cost $43.28 Unrealized 0.0%
CTRA CABOT OIL & GAS CP COM 0.0%
Value ($000) $198 Shares 10,395 Est. Cost $16.87 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.0%
Value ($000) $57 Shares 10,466 Est. Cost $5.52 Unrealized