AXS Investments LLC Quant / Systematic

CIK: 0001801467 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 7, 2022

Total Value ($000): $257,234 (100.0% shares, 0.0% debt)

Holdings (202)

MSFT MICROSOFT CORP 2.7%
Value ($000) $6,856 Shares 29,439 Est. Cost $305.34 Unrealized -15.9%
GOOGL ALPHABET INC-CL A 2.6%
Value ($000) $6,583 Shares 68,829 Est. Cost $111.65 Unrealized -1.4%
V VISA INC-CLASS A SHARES 2.4%
Value ($000) $6,261 Shares 35,246 Est. Cost $208.20 Unrealized -4.7%
ACN ACCENTURE PLC-CL A 2.4%
Value ($000) $6,160 Shares 23,942 Est. Cost $340.93 Unrealized -19.4%
MA MASTERCARD INC - A 2.4%
Value ($000) $6,102 Shares 21,460 Est. Cost $337.80 Unrealized -3.7%
CRM SALESFORCE INC 2.0%
Value ($000) $5,145 Shares 35,769 Est. Cost $277.61 Unrealized -39.7%
META META PLATFORMS INC 1.9%
Value ($000) $5,012 Shares 36,942 Est. Cost $310.54 Unrealized -48.2%
SPG SIMON PROPERTY GROUP INC 1.9%
Value ($000) $4,875 Shares 54,317 Est. Cost $92.73 Unrealized -8.8%
ADBE ADOBE INC 1.9%
Value ($000) $4,825 Shares 17,533 Est. Cost $625.08 Unrealized -39.5%
VNO VORNADO REALTY TRUST 1.8%
Value ($000) $4,758 Shares 205,450 Est. Cost $28.59 Unrealized
MAC MACERICH CO/THE 1.7%
Value ($000) $4,492 Shares 565,753 Est. Cost $8.70 Unrealized
IBM INTL BUSINESS MACHINES CORP 1.7%
Value ($000) $4,349 Shares 36,602 Est. Cost $106.49 Unrealized +8.6%
INTU INTUIT INC 1.6%
Value ($000) $4,229 Shares 10,918 Est. Cost $601.47 Unrealized -29.7%
ADP AUTOMATIC DATA PROCESSING 1.6%
Value ($000) $4,227 Shares 18,689 Est. Cost $207.28 Unrealized +5.7%
NFLX NETFLIX INC 1.6%
Value ($000) $4,126 Shares 17,524 Est. Cost $62.95 Unrealized -64.7%
PYPL PAYPAL HOLDINGS INC 1.6%
Value ($000) $4,085 Shares 47,461 Est. Cost $215.88 Unrealized -59.0%
ORCL ORACLE CORP 1.5%
Value ($000) $3,829 Shares 62,696 Est. Cost $88.90 Unrealized -21.1%
AAPL APPLE INC 1.5%
Value ($000) $3,800 Shares 27,497 Est. Cost $149.63 Unrealized +3.1%
NOW SERVICENOW INC 1.2%
Value ($000) $3,099 Shares 8,208 Est. Cost $131.29 Unrealized -31.4%
BRK/B BERKSHIRE HATHAWAY INC 1.0%
Value ($000) $2,696 Shares 10,095 Est. Cost $284.35 Unrealized +0.1%
PANW PALO ALTO NETWORKS INC 0.9%
Value ($000) $2,404 Shares 14,678 Est. Cost $86.68 Unrealized -0.1%
CDNS CADENCE DESIGN SYS INC 0.9%
Value ($000) $2,321 Shares 14,204 Est. Cost $169.38 Unrealized +1.5%
SNPS SYNOPSYS INC 0.9%
Value ($000) $2,235 Shares 7,315 Est. Cost $332.11 Unrealized +1.9%
FIS FIDELITY NATIONAL INFO SERV 0.9%
Value ($000) $2,215 Shares 29,309 Est. Cost $101.79 Unrealized -16.3%
ADSK AUTODESK INC 0.8%
Value ($000) $2,176 Shares 11,651 Est. Cost $270.95 Unrealized -25.4%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,109 Shares 4,176 Est. Cost $408.67 Unrealized +21.1%
CRWD CROWDSTRIKE HOLDINGS INC - A 0.8%
Value ($000) $1,987 Shares 12,055 Est. Cost $219.14 Unrealized -16.5%
FTNT FORTINET INC 0.7%
Value ($000) $1,878 Shares 38,234 Est. Cost $60.34 Unrealized -10.2%
CTSH COGNIZANT TECH SOLUTIONS-A 0.7%
Value ($000) $1,852 Shares 32,249 Est. Cost $74.32 Unrealized -16.7%
EA ELECTRONIC ARTS INC 0.7%
Value ($000) $1,830 Shares 15,819 Est. Cost $126.86 Unrealized -2.1%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $1,794 Shares 3,537 Est. Cost $572.79 Unrealized -3.3%
ACTIVISION BLIZZARD INC 0.7%
Value ($000) $1,704 Shares 22,925 Est. Cost $66.53 Unrealized
NVDA NVIDIA CORP 0.7%
Value ($000) $1,695 Shares 13,962 Est. Cost $21.24 Unrealized -25.7%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $1,671 Shares 17,269 Est. Cost $114.36 Unrealized -12.5%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $1,601 Shares 60,412 Est. Cost $43.11 Unrealized -35.9%
UPS UNITED PARCEL SERVICE-CL B 0.6%
Value ($000) $1,557 Shares 9,639 Est. Cost $164.03 Unrealized -2.1%
SNOW SNOWLAKE, INC. COM 0.6%
Value ($000) $1,520 Shares 8,944 Est. Cost $348.46 Unrealized -52.5%
REG REGENCY CENTERS CORP 0.6%
Value ($000) $1,508 Shares 28,000 Est. Cost $53.07 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $1,495 Shares 4,896 Est. Cost $389.18 Unrealized -10.7%
ARE ALEXANDRIA REAL ESTATE EQUITY 0.5%
Value ($000) $1,402 Shares 10,000 Est. Cost $142.21 Unrealized -8.8%
CI CIGNA CORP 0.5%
Value ($000) $1,400 Shares 5,044 Est. Cost $224.60 Unrealized +17.9%
DLR DIGITAL REALTY TRUST INC 0.5%
Value ($000) $1,389 Shares 14,000 Est. Cost $108.51 Unrealized 0.0%
LLY ELI LILLY & CO 0.5%
Value ($000) $1,370 Shares 4,238 Est. Cost $274.51 Unrealized +12.2%
MDT MEDTRONIC PLC 0.5%
Value ($000) $1,363 Shares 16,880 Est. Cost $96.44 Unrealized -16.2%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $1,348 Shares 7,194 Est. Cost $264.39 Unrealized -18.8%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,340 Shares 8,205 Est. Cost $153.11 Unrealized -0.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,257 Shares 11,000 Est. Cost $119.36 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $1,225 Shares 30,618 Est. Cost $45.03 Unrealized -11.1%
KREF KKR REAL ESTATE FIN COM 0.5%
Value ($000) $1,222 Shares 75,199 Est. Cost $17.45 Unrealized
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $1,211 Shares 7,821 Est. Cost $156.23 Unrealized -2.9%
MRK MERCK & CO. INC. 0.5%
Value ($000) $1,168 Shares 13,560 Est. Cost $76.84 Unrealized +4.6%
SYK STRYKER CORP 0.5%
Value ($000) $1,166 Shares 5,757 Est. Cost $234.33 Unrealized -13.4%
MCK MCKESSON CORP 0.5%
Value ($000) $1,159 Shares 3,409 Est. Cost $315.94 Unrealized +8.0%
PFE PFIZER INC 0.4%
Value ($000) $1,156 Shares 26,408 Est. Cost $41.41 Unrealized -2.4%
AVGO BROADCOM INC 0.4%
Value ($000) $1,156 Shares 2,603 Est. Cost $51.73 Unrealized -7.1%
CPT CAMDEN PROPERTY TRUST 0.4%
Value ($000) $1,147 Shares 9,600 Est. Cost $129.16 Unrealized -9.3%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,147 Shares 10,153 Est. Cost $130.59 Unrealized -2.7%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,106 Shares 10,585 Est. Cost $134.16 Unrealized -21.3%
T AT&T INC 0.4%
Value ($000) $1,104 Shares 71,988 Est. Cost $15.77 Unrealized -4.3%
BDX BECTON DICKINSON AND CO 0.4%
Value ($000) $1,089 Shares 4,887 Est. Cost $233.16 Unrealized +0.6%
TWITTER INC COM 0.4%
Value ($000) $1,085 Shares 24,742 Est. Cost $43.22 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,082 Shares 41,971 Est. Cost $39.85 Unrealized -18.9%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $1,080 Shares 7,749 Est. Cost $147.74 Unrealized +0.8%
ROP ROPER TECHNOLOGIES 0.4%
Value ($000) $1,056 Shares 2,937 Est. Cost $463.97 Unrealized -14.1%
CNC CENTENE CORP 0.4%
Value ($000) $1,054 Shares 13,542 Est. Cost $80.91 Unrealized +10.4%
SCHW SCHWAB (CHARLES) CORP 0.4%
Value ($000) $1,051 Shares 14,625 Est. Cost $69.27 Unrealized -4.4%
EL ESTEE LAUDER COMPANIES-CL A 0.4%
Value ($000) $1,048 Shares 4,852 Est. Cost $256.19 Unrealized -6.1%
COR AMERISOURCEBERGEN CORP 0.4%
Value ($000) $1,045 Shares 7,721 Est. Cost $147.20 Unrealized -5.5%
NUE NUCOR CORP 0.4%
Value ($000) $1,045 Shares 9,767 Est. Cost $127.46 Unrealized -6.6%
SLG SL GREEN REALTY CORP 0.4%
Value ($000) $1,044 Shares 26,000 Est. Cost $40.15 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.4%
Value ($000) $1,044 Shares 1,484 Est. Cost $43.02 Unrealized +8.4%
PG PROCTER & GAMBLE CO /THE 0.4%
Value ($000) $1,041 Shares 8,243 Est. Cost $134.13 Unrealized -2.6%
ECL ECOLAB INC 0.4%
Value ($000) $1,037 Shares 7,183 Est. Cost $167.99 Unrealized -7.1%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,029 Shares 14,472 Est. Cost $64.82 Unrealized -3.9%
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $1,029 Shares 5,601 Est. Cost $214.67 Unrealized -9.8%
AMD ADVANCED MICRO DEVICES 0.4%
Value ($000) $1,026 Shares 16,195 Est. Cost $101.71 Unrealized -16.3%
PEP PEPSICO INC 0.4%
Value ($000) $1,003 Shares 6,141 Est. Cost $144.56 Unrealized +6.8%
MRSH MARSH & MCLENNAN COS 0.4%
Value ($000) $993 Shares 6,654 Est. Cost $151.71 Unrealized +0.4%
TJX TJX COMPANIES INC 0.4%
Value ($000) $991 Shares 15,953 Est. Cost $57.42 Unrealized +4.3%
CB CHUBB LTD 0.4%
Value ($000) $991 Shares 5,448 Est. Cost $195.13 Unrealized -6.9%
AAT AMERICAN ASSETS TR I COM 0.4%
Value ($000) $974 Shares 37,876 Est. Cost $28.65 Unrealized
FAST FASTENAL CO 0.4%
Value ($000) $969 Shares 21,055 Est. Cost $24.49 Unrealized -5.3%
GPC GENUINE PARTS CO 0.4%
Value ($000) $963 Shares 6,450 Est. Cost $137.41 Unrealized 0.0%
LKQ LKQ CORP 0.4%
Value ($000) $962 Shares 20,409 Est. Cost $44.94 Unrealized +6.3%
CME CME GROUP INC 0.4%
Value ($000) $956 Shares 5,396 Est. Cost $181.08 Unrealized -5.8%
MPT MEDICAL PPTYS TRUST COM 0.4%
Value ($000) $951 Shares 80,193 Est. Cost $12.71 Unrealized
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $949 Shares 18,945 Est. Cost $66.35 Unrealized -14.2%
AON AON PLC-CLASS A 0.4%
Value ($000) $949 Shares 3,541 Est. Cost $279.95 Unrealized -1.5%
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $948 Shares 8,568 Est. Cost $115.64 Unrealized -0.6%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $947 Shares 8,413 Est. Cost $114.77 Unrealized -0.4%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $946 Shares 2,358 Est. Cost $397.38 Unrealized +1.3%
MCHP MICROCHIP TECHNOLOGY INC 0.4%
Value ($000) $944 Shares 15,471 Est. Cost $60.87 Unrealized -0.4%
MELI MERCADOLIBRE INC COM 0.4%
Value ($000) $941 Shares 1,137 Est. Cost $1404.74 Unrealized -38.8%
FISV FISERV INC 0.4%
Value ($000) $939 Shares 10,031 Est. Cost $96.99 Unrealized +5.1%
PAYX PAYCHEX INC 0.4%
Value ($000) $938 Shares 8,363 Est. Cost $112.83 Unrealized -0.6%
DIS WALT DISNEY CO/THE 0.4%
Value ($000) $935 Shares 9,913 Est. Cost $123.03 Unrealized -15.0%
ROST ROSS STORES INC 0.4%
Value ($000) $934 Shares 11,081 Est. Cost $85.43 Unrealized -4.3%
WDAY WORKDAY INC CL A 0.4%
Value ($000) $922 Shares 6,058 Est. Cost $261.92 Unrealized -40.2%
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $922 Shares 12,909 Est. Cost $89.46 Unrealized -7.4%
GOOG ALPHABET INC-CL C 0.4%
Value ($000) $921 Shares 9,582 Est. Cost $110.83 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.4%
Value ($000) $921 Shares 21,456 Est. Cost $55.14 Unrealized -11.5%
EQIX EQUINIX INC 0.4%
Value ($000) $917 Shares 1,612 Est. Cost $640.73 Unrealized -4.9%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $915 Shares 29,137 Est. Cost $36.58 Unrealized
BLACKROCK INC 0.4%
Value ($000) $915 Shares 1,663 Est. Cost $609.16 Unrealized
ENPH ENPHASE ENERGY INC 0.4%
Value ($000) $914 Shares 3,294 Est. Cost $269.72 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.4%
Value ($000) $913 Shares 2,919 Est. Cost $52.04 Unrealized 0.0%
GWW WW GRAINGER INC 0.4%
Value ($000) $912 Shares 1,864 Est. Cost $469.42 Unrealized +8.7%
TSLA TESLA INC 0.4%
Value ($000) $911 Shares 3,436 Est. Cost $291.77 Unrealized -4.3%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $911 Shares 6,754 Est. Cost $157.56 Unrealized -8.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $911 Shares 10,080 Est. Cost $101.74 Unrealized -5.8%
SYY SYSCO CORP 0.4%
Value ($000) $909 Shares 12,859 Est. Cost $75.73 Unrealized -0.0%
PLD PROLOGIS INC 0.4%
Value ($000) $908 Shares 8,937 Est. Cost $123.36 Unrealized -9.6%
AMP AMERIPRISE FINANCIAL INC 0.4%
Value ($000) $906 Shares 3,596 Est. Cost $253.99 Unrealized -1.3%
GLOBAL MED REIT INC COM NEW 0.3%
Value ($000) $892 Shares 104,676 Est. Cost $10.78 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $891 Shares 12,375 Est. Cost $60.13 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $882 Shares 5,282 Est. Cost $181.57 Unrealized -10.7%
MAR MARRIOTT INTERNATIONAL -CL A 0.3%
Value ($000) $880 Shares 6,278 Est. Cost $159.48 Unrealized -7.4%
ABNB AIRBNB INC COM CL A 0.3%
Value ($000) $879 Shares 8,372 Est. Cost $176.10 Unrealized -37.1%
CARR CARRIER GLOBAL CORP 0.3%
Value ($000) $877 Shares 24,669 Est. Cost $37.29 Unrealized +0.8%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $876 Shares 4,074 Est. Cost $219.91 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $875 Shares 11,635 Est. Cost $100.98 Unrealized -16.8%
AWK AMERICAN WATER WORKS CO INC 0.3%
Value ($000) $873 Shares 6,707 Est. Cost $141.01 Unrealized -0.7%
BK BANK OF NEW YORK MELLON CORP 0.3%
Value ($000) $863 Shares 22,401 Est. Cost $40.06 Unrealized -3.4%
HAS HASBRO INC 0.3%
Value ($000) $858 Shares 12,728 Est. Cost $67.95 Unrealized 0.0%
MCO MOODY'S CORP 0.3%
Value ($000) $856 Shares 3,522 Est. Cost $290.01 Unrealized -2.7%
VRSK VERISK ANALYTICS INC CL A 0.3%
Value ($000) $850 Shares 4,984 Est. Cost $192.20 Unrealized -4.9%
NKE NIKE INC -CL B 0.3%
Value ($000) $842 Shares 10,135 Est. Cost $110.37 Unrealized -8.0%
FRT FEDERAL REALTY INVS TRUST 0.3%
Value ($000) $811 Shares 9,000 Est. Cost $87.37 Unrealized 0.0%
XYZ BLOCK INC 0.3%
Value ($000) $794 Shares 14,431 Est. Cost $91.37 Unrealized -22.5%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $791 Shares 11,352 Est. Cost $60.57 Unrealized +14.6%
AMZN AMAZON.COM INC 0.3%
Value ($000) $787 Shares 6,966 Est. Cost $127.44 Unrealized -0.8%
DHR DANAHER CORP 0.3%
Value ($000) $771 Shares 2,986 Est. Cost $251.69 Unrealized -4.4%
BAC BANK OF AMERICA 0.3%
Value ($000) $760 Shares 25,151 Est. Cost $36.80 Unrealized -16.9%
KO COCA-COLA CO/THE 0.3%
Value ($000) $760 Shares 13,567 Est. Cost $48.64 Unrealized +15.2%
XLF FINANCIAL SELECT SECTOR SPDR 0.3%
Value ($000) $760 Shares 25,025 Est. Cost $34.41 Unrealized
ATLASSIAN CORP PLC CL A 0.3%
Value ($000) $753 Shares 3,576 Est. Cost $381.28 Unrealized
RUN SUNRUN INC 0.3%
Value ($000) $735 Shares 26,629 Est. Cost $24.02 Unrealized +29.5%
VFC VF CORP 0.3%
Value ($000) $734 Shares 24,556 Est. Cost $49.00 Unrealized -12.0%
PDM PIEDMONT OFFICE REAL COM CL A 0.3%
Value ($000) $730 Shares 69,112 Est. Cost $12.57 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $716 Shares 3,674 Est. Cost $214.98 Unrealized -5.0%
RTX RAYTHEON TECH CORP 0.3%
Value ($000) $713 Shares 8,711 Est. Cost $77.53 Unrealized +8.1%
SPIRIT REALTY CAPITAL INC 0.3%
Value ($000) $711 Shares 19,675 Est. Cost $37.78 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $706 Shares 7,399 Est. Cost $80.82 Unrealized +8.4%
VMWARE INC CL A COM 0.3%
Value ($000) $693 Shares 6,505 Est. Cost $113.99 Unrealized
EWU ISHARES MSCI UK ETF 0.3%
Value ($000) $666 Shares 25,397 Est. Cost $29.96 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.3%
Value ($000) $664 Shares 19,039 Est. Cost $40.08 Unrealized
KIM KIMCO REALTY CORP 0.3%
Value ($000) $663 Shares 36,000 Est. Cost $17.91 Unrealized 0.0%
NUVEEN PREFERRED & INCOME OPP FUND 0.3%
Value ($000) $662 Shares 95,190 Est. Cost $7.65 Unrealized
WMT WALMART INC 0.3%
Value ($000) $650 Shares 5,015 Est. Cost $44.51 Unrealized -5.6%
EBAY EBAY INC COM 0.2%
Value ($000) $635 Shares 17,248 Est. Cost $66.02 Unrealized -36.8%
DDOG DATADOG INC CL A COM 0.2%
Value ($000) $631 Shares 7,106 Est. Cost $146.28 Unrealized -31.2%
CDW CDW CORP COM 0.2%
Value ($000) $618 Shares 3,961 Est. Cost $164.20 Unrealized 0.0%
PALL ABRDN PALLADIUM ETF TRUST 0.2%
Value ($000) $617 Shares 3,070 Est. Cost $177.65 Unrealized
DE DEERE & CO 0.2%
Value ($000) $591 Shares 1,771 Est. Cost $363.01 Unrealized -10.0%
BDN BRANDYWINE REALTY TRUST 0.2%
Value ($000) $591 Shares 87,550 Est. Cost $9.64 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $589 Shares 6,751 Est. Cost $52.43 Unrealized +55.2%
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $582 Shares 11,906 Est. Cost $52.83 Unrealized
LINDE PLC COM 0.2%
Value ($000) $572 Shares 2,121 Est. Cost $329.45 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $572 Shares 1,480 Est. Cost $365.10 Unrealized +4.3%
WFC WELLS FARGO & COMPANY 0.2%
Value ($000) $548 Shares 13,626 Est. Cost $44.14 Unrealized -10.8%
ANSYS INC 0.2%
Value ($000) $537 Shares 2,420 Est. Cost $221.90 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $514 Shares 3,132 Est. Cost $186.94 Unrealized -7.9%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.2%
Value ($000) $490 Shares 20,991 Est. Cost $27.66 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $486 Shares 1,070 Est. Cost $397.15 Unrealized +14.6%
NLCP NEWLAKE CAPITAL PART COM 0.2%
Value ($000) $473 Shares 35,000 Est. Cost $18.51 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC 0.2%
Value ($000) $447 Shares 26,075 Est. Cost $17.14 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $446 Shares 3,105 Est. Cost $103.03 Unrealized +28.9%
KRC KILROY REALTY CORP 0.2%
Value ($000) $421 Shares 10,000 Est. Cost $42.10 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $420 Shares 5,064 Est. Cost $76.31 Unrealized +6.1%
BA BOEING CO COM 0.2%
Value ($000) $418 Shares 3,451 Est. Cost $211.28 Unrealized -27.4%
STAG STAG INDL INC COM 0.2%
Value ($000) $412 Shares 14,500 Est. Cost $28.41 Unrealized
VGLT VANGUARD SCOTTSDALE LONG TERM TREAS 0.2%
Value ($000) $401 Shares 6,377 Est. Cost $70.10 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $399 Shares 4,156 Est. Cost $102.26 Unrealized
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $398 Shares 5,038 Est. Cost $82.13 Unrealized -8.4%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $370 Shares 783 Est. Cost $498.08 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $355 Shares 1,210 Est. Cost $297.04 Unrealized 0.0%
HIW HIGHWOODS PROPERTIES INC 0.1%
Value ($000) $350 Shares 13,000 Est. Cost $26.92 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $350 Shares 1,632 Est. Cost $222.20 Unrealized +3.0%
EWA ISHARES MSCI AUSTRALIA ETF 0.1%
Value ($000) $339 Shares 17,273 Est. Cost $21.25 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $333 Shares 3,252 Est. Cost $80.68 Unrealized +9.3%
ADM ARCHER-DANIELS MIDLAND CO 0.1%
Value ($000) $330 Shares 4,104 Est. Cost $74.27 Unrealized 0.0%
EWC ISHARES MSCI CDA ETF 0.1%
Value ($000) $329 Shares 10,699 Est. Cost $33.65 Unrealized
EPP ISHARES MSCI PAC JP ETF 0.1%
Value ($000) $327 Shares 8,703 Est. Cost $41.59 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $327 Shares 3,057 Est. Cost $99.36 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $300 Shares 7,900 Est. Cost $40.70 Unrealized -12.1%
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $300 Shares 16,450 Est. Cost $20.88 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $294 Shares 7,063 Est. Cost $43.67 Unrealized 0.0%
HIG HARTFORD FINANCIAL SVCS GRP 0.1%
Value ($000) $285 Shares 4,605 Est. Cost $60.82 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $262 Shares 4,781 Est. Cost $55.31 Unrealized +2.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $252 Shares 4,090 Est. Cost $55.78 Unrealized 0.0%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $243 Shares 12,130 Est. Cost $18.15 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $238 Shares 5,883 Est. Cost $32.79 Unrealized +0.8%
APA APA CORP 0.1%
Value ($000) $234 Shares 6,845 Est. Cost $31.83 Unrealized 0.0%
HD HOME DEPOT INC COM 0.1%
Value ($000) $217 Shares 786 Est. Cost $255.81 Unrealized +5.8%
HUM HUMANA INC 0.1%
Value ($000) $214 Shares 442 Est. Cost $406.66 Unrealized +15.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $214 Shares 5,513 Est. Cost $42.02 Unrealized -4.5%
GNL GLOBAL NET LEASE INC COM 0.1%
Value ($000) $213 Shares 20,000 Est. Cost $10.65 Unrealized
SHW SHERWIN-WILLIAMS CO/THE 0.1%
Value ($000) $205 Shares 1,002 Est. Cost $229.70 Unrealized 0.0%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $203 Shares 2,895 Est. Cost $70.92 Unrealized +2.2%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $202 Shares 870 Est. Cost $229.57 Unrealized -1.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $200 Shares 2,422 Est. Cost $116.64 Unrealized -17.5%
ARI APOLLO COML REAL EST COM 0.1%
Value ($000) $183 Shares 22,093 Est. Cost $10.44 Unrealized