Bernardo Wealth Planning LLC Diversified Active

CIK: 0001765595 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 1, 2021

Total Value ($000): $259,269 (100.0% shares, 0.0% debt)

Holdings (172)

AAPL APPLE INC COM 9.3%
Value ($000) $24,237 Shares 182,659 Est. Cost $92.39 Unrealized +26.6%
MGK VANGUARD MEGA CAP GROWTH ETF 7.7%
Value ($000) $19,988 Shares 98,104 Est. Cost $140.30 Unrealized
IVV ISHARES CORE S&P 500 ETF 5.4%
Value ($000) $14,108 Shares 37,582 Est. Cost $265.66 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 4.9%
Value ($000) $12,755 Shares 187,919 Est. Cost $62.59 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 3.4%
Value ($000) $8,690 Shares 319,023 Est. Cost $26.73 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 3.3%
Value ($000) $8,561 Shares 244,115 Est. Cost $30.44 Unrealized
AMZN AMAZON COM INC COM 3.2%
Value ($000) $8,373 Shares 2,571 Est. Cost $91.66 Unrealized +74.1%
MGV VANGUARD MEGA CAP VALUE ETF 3.0%
Value ($000) $7,878 Shares 90,749 Est. Cost $73.47 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2.9%
Value ($000) $7,618 Shares 55,152 Est. Cost $134.19 Unrealized
QQQ INVESCO QQQ TRUST 2.6%
Value ($000) $6,869 Shares 21,897 Est. Cost $238.36 Unrealized
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $5,314 Shares 23,893 Est. Cost $113.60 Unrealized +81.4%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.9%
Value ($000) $4,863 Shares 88,159 Est. Cost $54.88 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 1.7%
Value ($000) $4,484 Shares 52,124 Est. Cost $60.33 Unrealized
MBB ISHARES MBS ETF 1.7%
Value ($000) $4,400 Shares 39,960 Est. Cost $110.11 Unrealized
IXN ISHARES GLOBAL TECH ETF 1.5%
Value ($000) $3,928 Shares 13,093 Est. Cost $154.44 Unrealized
TSLA TESLA INC COM 1.5%
Value ($000) $3,882 Shares 5,502 Est. Cost $103.02 Unrealized +65.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.1%
Value ($000) $2,805 Shares 21,580 Est. Cost $87.20 Unrealized
META FACEBOOK INC CL A 1.0%
Value ($000) $2,678 Shares 9,806 Est. Cost $150.89 Unrealized +80.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.0%
Value ($000) $2,661 Shares 22,185 Est. Cost $119.95 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.0%
Value ($000) $2,621 Shares 22,177 Est. Cost $114.66 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value ($000) $2,573 Shares 15,283 Est. Cost $82.91 Unrealized +65.1%
IHI ISHARES U.S. MEDICAL DEVICES ETF 1.0%
Value ($000) $2,498 Shares 7,635 Est. Cost $266.29 Unrealized
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $2,460 Shares 15,634 Est. Cost $114.38 Unrealized +11.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.9%
Value ($000) $2,247 Shares 76,250 Est. Cost $24.12 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value ($000) $2,231 Shares 37,975 Est. Cost $39.28 Unrealized +12.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.8%
Value ($000) $2,128 Shares 31,530 Est. Cost $54.81 Unrealized
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $2,063 Shares 16,238 Est. Cost $88.72 Unrealized +10.6%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $1,743 Shares 995 Est. Cost $58.86 Unrealized +42.3%
IVW ISHARES S&P 500 GROWTH ETF 0.7%
Value ($000) $1,719 Shares 26,948 Est. Cost $87.24 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.6%
Value ($000) $1,468 Shares 25,884 Est. Cost $54.88 Unrealized
MRK MERCK & CO. INC COM 0.6%
Value ($000) $1,448 Shares 17,703 Est. Cost $57.45 Unrealized +12.9%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.6%
Value ($000) $1,447 Shares 16,786 Est. Cost $70.68 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.6%
Value ($000) $1,438 Shares 13,302 Est. Cost $107.54 Unrealized
PPL PPL CORP COM 0.5%
Value ($000) $1,374 Shares 48,739 Est. Cost $22.41 Unrealized +3.3%
IVE ISHARES S&P 500 VALUE ETF 0.5%
Value ($000) $1,348 Shares 10,537 Est. Cost $101.66 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $1,268 Shares 3,690 Est. Cost $307.59 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.5%
Value ($000) $1,248 Shares 5,037 Est. Cost $135.30 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.5%
Value ($000) $1,219 Shares 25,789 Est. Cost $47.18 Unrealized -5.9%
HD HOME DEPOT INC COM 0.5%
Value ($000) $1,186 Shares 4,467 Est. Cost $156.75 Unrealized +54.7%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,154 Shares 3,291 Est. Cost $236.87 Unrealized +30.1%
V VISA INC COM CL A 0.4%
Value ($000) $1,151 Shares 5,264 Est. Cost $152.35 Unrealized +29.5%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,141 Shares 5,319 Est. Cost $155.02 Unrealized +24.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $1,139 Shares 4,916 Est. Cost $202.45 Unrealized +8.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $1,115 Shares 9,521 Est. Cost $114.58 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $1,093 Shares 7,727 Est. Cost $74.04 Unrealized +66.4%
INTC INTEL CORP COM 0.4%
Value ($000) $1,092 Shares 21,930 Est. Cost $40.40 Unrealized +9.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.4%
Value ($000) $1,071 Shares 9,222 Est. Cost $99.06 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $1,055 Shares 11,512 Est. Cost $42.04 Unrealized +105.2%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,011 Shares 5,584 Est. Cost $114.43 Unrealized +22.5%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,003 Shares 7,211 Est. Cost $83.12 Unrealized +48.2%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 0.4%
Value ($000) $997 Shares 20,028 Est. Cost $49.83 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.4%
Value ($000) $992 Shares 4,316 Est. Cost $169.20 Unrealized
NFLX NETFLIX INC COM 0.4%
Value ($000) $991 Shares 1,834 Est. Cost $30.46 Unrealized +66.5%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $975 Shares 1,868 Est. Cost $4.39 Unrealized +203.9%
PEP PEPSICO INC COM 0.4%
Value ($000) $975 Shares 6,578 Est. Cost $95.84 Unrealized +26.5%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $958 Shares 8,451 Est. Cost $94.90 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $933 Shares 14,886 Est. Cost $57.87 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.3%
Value ($000) $906 Shares 2,563 Est. Cost $223.16 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $898 Shares 11,644 Est. Cost $58.28 Unrealized +12.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.3%
Value ($000) $874 Shares 10,121 Est. Cost $86.36 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.3%
Value ($000) $870 Shares 5,400 Est. Cost $100.65 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.3%
Value ($000) $863 Shares 9,844 Est. Cost $83.91 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.3%
Value ($000) $857 Shares 8,500 Est. Cost $86.35 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $855 Shares 5,616 Est. Cost $82.14 Unrealized +51.8%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $852 Shares 16,267 Est. Cost $32.47 Unrealized +28.3%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.3%
Value ($000) $843 Shares 18,309 Est. Cost $37.27 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $839 Shares 4,313 Est. Cost $137.17 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $782 Shares 3,657 Est. Cost $297.03 Unrealized -35.3%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $763 Shares 4,838 Est. Cost $157.71 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $755 Shares 4,696 Est. Cost $104.11 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $747 Shares 3,515 Est. Cost $125.46 Unrealized +30.5%
WMT WALMART INC COM 0.3%
Value ($000) $745 Shares 5,174 Est. Cost $31.96 Unrealized +41.6%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.3%
Value ($000) $738 Shares 14,714 Est. Cost $49.70 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $731 Shares 8,263 Est. Cost $75.16 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $713 Shares 15,939 Est. Cost $36.88 Unrealized -4.4%
T AT&T INC COM 0.3%
Value ($000) $711 Shares 24,727 Est. Cost $14.60 Unrealized +5.3%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $694 Shares 3,407 Est. Cost $120.65 Unrealized +50.0%
PFE PFIZER INC COM 0.3%
Value ($000) $684 Shares 18,593 Est. Cost $29.81 Unrealized -4.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $681 Shares 9,858 Est. Cost $59.56 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $676 Shares 386 Est. Cost $55.00 Unrealized +51.8%
KO COCA COLA CO COM 0.3%
Value ($000) $675 Shares 12,324 Est. Cost $40.16 Unrealized +10.2%
ABT ABBOTT LABS COM 0.3%
Value ($000) $672 Shares 6,145 Est. Cost $62.35 Unrealized +59.2%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.2%
Value ($000) $623 Shares 10,479 Est. Cost $50.64 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $618 Shares 5,767 Est. Cost $66.92 Unrealized +18.0%
FCX FREEPORT-MCMORAN INC CL B 0.2%
Value ($000) $613 Shares 23,586 Est. Cost $10.98 Unrealized +77.2%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.2%
Value ($000) $598 Shares 2,823 Est. Cost $120.74 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $588 Shares 6,406 Est. Cost $70.63 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $584 Shares 4,875 Est. Cost $97.62 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $557 Shares 3,166 Est. Cost $125.35 Unrealized +17.6%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $548 Shares 6,629 Est. Cost $57.29 Unrealized +5.3%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $540 Shares 6,403 Est. Cost $83.88 Unrealized -22.5%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $529 Shares 4,524 Est. Cost $77.69 Unrealized +22.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $524 Shares 8,180 Est. Cost $64.06 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $521 Shares 3,247 Est. Cost $104.82 Unrealized +41.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $496 Shares 7,358 Est. Cost $59.79 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $493 Shares 7,352 Est. Cost $53.56 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $486 Shares 3,607 Est. Cost $93.97 Unrealized +23.4%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $482 Shares 1,359 Est. Cost $250.05 Unrealized +27.6%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $479 Shares 4,484 Est. Cost $55.94 Unrealized +52.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $477 Shares 10,115 Est. Cost $37.13 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $467 Shares 6,461 Est. Cost $60.76 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $464 Shares 1,983 Est. Cost $139.20 Unrealized +48.5%
VV VANGUARD LARGE-CAP INDEX FUND 0.2%
Value ($000) $456 Shares 2,595 Est. Cost $115.77 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $447 Shares 895 Est. Cost $265.15 Unrealized +82.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $446 Shares 8,907 Est. Cost $38.08 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $444 Shares 2,132 Est. Cost $151.32 Unrealized +17.7%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.2%
Value ($000) $441 Shares 3,194 Est. Cost $31.80 Unrealized +76.8%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $421 Shares 2,366 Est. Cost $159.15 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $420 Shares 2,226 Est. Cost $167.97 Unrealized -1.8%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $417 Shares 13,758 Est. Cost $21.82 Unrealized +8.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $416 Shares 6,714 Est. Cost $42.57 Unrealized +17.5%
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $409 Shares 1,615 Est. Cost $228.68 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.2%
Value ($000) $403 Shares 5,886 Est. Cost $46.47 Unrealized
ADSK AUTODESK INC COM 0.2%
Value ($000) $391 Shares 1,281 Est. Cost $196.57 Unrealized +34.1%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $382 Shares 4,501 Est. Cost $74.97 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $380 Shares 9,867 Est. Cost $36.62 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $376 Shares 1,863 Est. Cost $132.04 Unrealized +33.6%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $365 Shares 3,100 Est. Cost $80.10 Unrealized +34.1%
AMGN AMGEN INC COM 0.1%
Value ($000) $356 Shares 1,550 Est. Cost $157.92 Unrealized +24.3%
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $355 Shares 4,119 Est. Cost $49.06 Unrealized +45.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $355 Shares 9,380 Est. Cost $51.57 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $355 Shares 7,829 Est. Cost $41.05 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $348 Shares 1,779 Est. Cost $133.81 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $338 Shares 9,270 Est. Cost $35.20 Unrealized
TWITTER INC COM 0.1%
Value ($000) $337 Shares 6,237 Est. Cost $44.41 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $330 Shares 292 Est. Cost $100.35 Unrealized +4.6%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $326 Shares 7,954 Est. Cost $32.94 Unrealized -18.9%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $316 Shares 839 Est. Cost $311.94 Unrealized +11.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $316 Shares 2,071 Est. Cost $128.41 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $315 Shares 7,659 Est. Cost $56.05 Unrealized -45.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $307 Shares 4,303 Est. Cost $54.61 Unrealized +7.0%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $300 Shares 4,002 Est. Cost $54.00 Unrealized +17.4%
SO SOUTHERN CO COM 0.1%
Value ($000) $300 Shares 4,888 Est. Cost $34.25 Unrealized +44.6%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $296 Shares 1,992 Est. Cost $151.03 Unrealized -13.5%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $290 Shares 778 Est. Cost $318.73 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $288 Shares 1,636 Est. Cost $121.69 Unrealized +19.1%
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $288 Shares 3,253 Est. Cost $60.34 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $282 Shares 1,189 Est. Cost $150.98 Unrealized +35.6%
MMM 3M CO COM 0.1%
Value ($000) $280 Shares 1,602 Est. Cost $105.13 Unrealized +11.8%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $277 Shares 3,175 Est. Cost $87.24 Unrealized
INTU INTUIT COM 0.1%
Value ($000) $275 Shares 724 Est. Cost $264.89 Unrealized +28.5%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $274 Shares 2,847 Est. Cost $83.05 Unrealized +6.9%
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $270 Shares 2,350 Est. Cost $91.49 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $268 Shares 372 Est. Cost $544.12 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $267 Shares 8,868 Est. Cost $23.04 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $266 Shares 2,120 Est. Cost $88.35 Unrealized +5.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $263 Shares 2,420 Est. Cost $108.68 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $257 Shares 7,692 Est. Cost $22.32 Unrealized +9.8%
GNL GLOBAL NET LEASE INC COM NEW 0.1%
Value ($000) $255 Shares 14,912 Est. Cost $16.03 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $245 Shares 561 Est. Cost $24.52 Unrealized +42.0%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $237 Shares 2,858 Est. Cost $58.57 Unrealized +22.9%
SEAGATE TECHNOLOGY PLC SHS 0.1%
Value ($000) $232 Shares 3,739 Est. Cost $62.05 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $231 Shares 2,663 Est. Cost $73.79 Unrealized
PENNS WOODS BANCORP INC COM 0.1%
Value ($000) $224 Shares 8,616 Est. Cost $26.00 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $222 Shares 2,673 Est. Cost $78.74 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.1%
Value ($000) $220 Shares 653 Est. Cost $445.83 Unrealized 0.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.1%
Value ($000) $220 Shares 3,261 Est. Cost $67.46 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $218 Shares 1,481 Est. Cost $121.19 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $218 Shares 1,030 Est. Cost $155.87 Unrealized 0.0%
DOV DOVER CORP COM 0.1%
Value ($000) $218 Shares 1,734 Est. Cost $111.11 Unrealized 0.0%
NIO NIO INC SPON ADS 0.1%
Value ($000) $216 Shares 4,450 Est. Cost $48.54 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $216 Shares 4,197 Est. Cost $51.47 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $212 Shares 912 Est. Cost $232.46 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $211 Shares 893 Est. Cost $271.91 Unrealized -15.6%
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $207 Shares 3,442 Est. Cost $60.14 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $204 Shares 818 Est. Cost $214.58 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $204 Shares 3,310 Est. Cost $42.37 Unrealized 0.0%
INVESCO TR INVT GRADE MUNS COM 0.1%
Value ($000) $178 Shares 13,500 Est. Cost $12.37 Unrealized
POLARITYTE INC COM 0.1%
Value ($000) $136 Shares 200,000 Est. Cost $1.43 Unrealized
ANTARES PHARMA INC COM 0.0%
Value ($000) $104 Shares 26,075 Est. Cost $2.72 Unrealized
ZYNERBA PHARMACEUTICALS INC COM 0.0%
Value ($000) $89 Shares 27,219 Est. Cost $3.50 Unrealized
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $67 Shares 13,891 Est. Cost $9.53 Unrealized -39.1%