CVA Family Office, LLC Diversified Active

CIK: 0001802084 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 31, 2020

Total Value ($000): $121,632 (100.0% shares, 0.0% debt)

Holdings (322)

IVV ISHARES TR 8.1%
Value ($000) $9,904 Shares 31,981 Est. Cost $323.24 Unrealized
SCHD SCHWAB STRATEGIC TR 6.8%
Value ($000) $8,270 Shares 159,813 Est. Cost $57.00 Unrealized
VOO VANGUARD INDEX FDS 5.6%
Value ($000) $6,837 Shares 24,122 Est. Cost $289.53 Unrealized
SCHX SCHWAB STRATEGIC TR 4.7%
Value ($000) $5,679 Shares 76,638 Est. Cost $73.71 Unrealized
VGT VANGUARD WORLD FDS 4.4%
Value ($000) $5,380 Shares 19,304 Est. Cost $262.84 Unrealized
IEFA ISHARES TR 3.3%
Value ($000) $3,975 Shares 69,539 Est. Cost $65.24 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 3.2%
Value ($000) $3,934 Shares 33,570 Est. Cost $124.67 Unrealized
SCHB SCHWAB STRATEGIC TR 3.2%
Value ($000) $3,877 Shares 52,767 Est. Cost $71.82 Unrealized
EFAV ISHARES TR 3.0%
Value ($000) $3,683 Shares 55,745 Est. Cost $72.82 Unrealized
VTI VANGUARD INDEX FDS 2.7%
Value ($000) $3,226 Shares 20,607 Est. Cost $135.14 Unrealized
MTUM ISHARES TR 2.2%
Value ($000) $2,726 Shares 20,806 Est. Cost $124.97 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.2%
Value ($000) $2,661 Shares 46,090 Est. Cost $56.58 Unrealized
SCHF SCHWAB STRATEGIC TR 2.2%
Value ($000) $2,655 Shares 89,234 Est. Cost $30.14 Unrealized
QDF FLEXSHARES TR 2.2%
Value ($000) $2,648 Shares 62,674 Est. Cost $48.48 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.0%
Value ($000) $2,395 Shares 28,975 Est. Cost $81.68 Unrealized
IJR ISHARES TR 1.8%
Value ($000) $2,227 Shares 32,616 Est. Cost $83.86 Unrealized
IJH ISHARES TR 1.6%
Value ($000) $1,887 Shares 10,614 Est. Cost $205.84 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.4%
Value ($000) $1,721 Shares 44,359 Est. Cost $35.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $1,665 Shares 9,327 Est. Cost $217.17 Unrealized -15.9%
SCHZ SCHWAB STRATEGIC TR 1.2%
Value ($000) $1,507 Shares 26,794 Est. Cost $53.82 Unrealized
SCHE SCHWAB STRATEGIC TR 1.2%
Value ($000) $1,499 Shares 61,578 Est. Cost $26.16 Unrealized
DVY ISHARES TR 1.1%
Value ($000) $1,392 Shares 17,249 Est. Cost $105.67 Unrealized
CWB SPDR SER TR 1.1%
Value ($000) $1,323 Shares 21,860 Est. Cost $55.48 Unrealized
FLRN SPDR SER TR 1.1%
Value ($000) $1,284 Shares 42,140 Est. Cost $30.73 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $1,189 Shares 3,260 Est. Cost $63.04 Unrealized +19.1%
IEMG ISHARES INC 1.0%
Value ($000) $1,165 Shares 24,479 Est. Cost $53.78 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.9%
Value ($000) $1,150 Shares 18,368 Est. Cost $62.38 Unrealized
VHT VANGUARD WORLD FDS 0.9%
Value ($000) $1,146 Shares 5,948 Est. Cost $189.13 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $1,065 Shares 23,825 Est. Cost $38.72 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.9%
Value ($000) $1,064 Shares 28,884 Est. Cost $42.68 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $932 Shares 4,578 Est. Cost $143.96 Unrealized +20.2%
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $912 Shares 11,582 Est. Cost $78.04 Unrealized
QYLD GLOBAL X FDS 0.7%
Value ($000) $851 Shares 40,517 Est. Cost $21.98 Unrealized
VNQ VANGUARD INDEX FDS 0.7%
Value ($000) $818 Shares 10,423 Est. Cost $91.19 Unrealized
IWV ISHARES TR 0.7%
Value ($000) $792 Shares 4,400 Est. Cost $184.17 Unrealized
AMPIO PHARMACEUTICALS INC 0.6%
Value ($000) $747 Shares 1,173,200 Est. Cost $0.58 Unrealized
HDV ISHARES TR 0.6%
Value ($000) $697 Shares 8,593 Est. Cost $71.57 Unrealized
WMT WALMART INC 0.5%
Value ($000) $649 Shares 5,421 Est. Cost $36.42 Unrealized +4.5%
DGRW WISDOMTREE TR 0.5%
Value ($000) $615 Shares 13,530 Est. Cost $48.48 Unrealized
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $600 Shares 9,189 Est. Cost $75.67 Unrealized
VOX VANGUARD WORLD FDS 0.5%
Value ($000) $579 Shares 6,222 Est. Cost $88.84 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $560 Shares 203 Est. Cost $90.43 Unrealized +33.6%
IWD ISHARES TR 0.4%
Value ($000) $524 Shares 4,651 Est. Cost $99.12 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $483 Shares 1,567 Est. Cost $321.90 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $450 Shares 3,203 Est. Cost $115.71 Unrealized +7.4%
SCHO SCHWAB STRATEGIC TR 0.4%
Value ($000) $449 Shares 8,706 Est. Cost $50.88 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $422 Shares 1,757 Est. Cost $50.17 Unrealized +3.6%
AGG ISHARES TR 0.3%
Value ($000) $413 Shares 3,490 Est. Cost $112.39 Unrealized
SCHC SCHWAB STRATEGIC TR 0.3%
Value ($000) $397 Shares 13,410 Est. Cost $34.68 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $394 Shares 6,384 Est. Cost $43.17 Unrealized +15.6%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $392 Shares 1,581 Est. Cost $193.76 Unrealized
T AT&T INC 0.3%
Value ($000) $384 Shares 12,715 Est. Cost $18.86 Unrealized -17.9%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $381 Shares 3,189 Est. Cost $104.94 Unrealized -3.3%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $374 Shares 4,189 Est. Cost $87.52 Unrealized -20.2%
MRK MERCK & CO. INC 0.3%
Value ($000) $373 Shares 4,830 Est. Cost $66.84 Unrealized -5.9%
UNP UNION PAC CORP 0.3%
Value ($000) $373 Shares 2,206 Est. Cost $149.35 Unrealized -5.3%
FNDA SCHWAB STRATEGIC TR 0.3%
Value ($000) $369 Shares 11,644 Est. Cost $40.23 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $353 Shares 6,399 Est. Cost $42.55 Unrealized -4.2%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $349 Shares 3,340 Est. Cost $82.44 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $342 Shares 1,650 Est. Cost $193.94 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $340 Shares 2,331 Est. Cost $145.86 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $323 Shares 3,018 Est. Cost $102.71 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $312 Shares 5,218 Est. Cost $49.73 Unrealized +7.0%
GUNR FLEXSHARES TR 0.3%
Value ($000) $311 Shares 11,239 Est. Cost $33.53 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $286 Shares 2,860 Est. Cost $95.80 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $285 Shares 2,316 Est. Cost $116.97 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $275 Shares 3,010 Est. Cost $77.75 Unrealized +5.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $273 Shares 3,894 Est. Cost $56.24 Unrealized -2.6%
PSR INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $272 Shares 3,376 Est. Cost $95.80 Unrealized
FNB F N B CORP 0.2%
Value ($000) $272 Shares 36,200 Est. Cost $9.08 Unrealized -33.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $264 Shares 4,287 Est. Cost $54.61 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $263 Shares 5,633 Est. Cost $38.40 Unrealized -3.6%
PFE PFIZER INC 0.2%
Value ($000) $259 Shares 7,932 Est. Cost $26.53 Unrealized -2.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $253 Shares 699 Est. Cost $316.18 Unrealized +4.5%
HD HOME DEPOT INC 0.2%
Value ($000) $252 Shares 1,004 Est. Cost $191.00 Unrealized +4.6%
EPP ISHARES INC 0.2%
Value ($000) $251 Shares 6,316 Est. Cost $46.23 Unrealized
FNDB SCHWAB STRATEGIC TR 0.2%
Value ($000) $243 Shares 6,699 Est. Cost $42.10 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $241 Shares 815 Est. Cost $284.59 Unrealized -4.0%
EEM ISHARES TR 0.2%
Value ($000) $232 Shares 5,813 Est. Cost $44.91 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $229 Shares 1,131 Est. Cost $194.83 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $225 Shares 4,282 Est. Cost $48.19 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $217 Shares 2,305 Est. Cost $105.34 Unrealized -22.4%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $212 Shares 2,230 Est. Cost $87.67 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $199 Shares 5,064 Est. Cost $25.61 Unrealized -2.6%
IWM ISHARES TR 0.2%
Value ($000) $199 Shares 1,387 Est. Cost $165.34 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $197 Shares 4,394 Est. Cost $40.67 Unrealized -14.4%
DHR DANAHER CORPORATION 0.2%
Value ($000) $184 Shares 1,040 Est. Cost $132.98 Unrealized +5.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $181 Shares 1,105 Est. Cost $107.55 Unrealized +33.8%
EFG ISHARES TR 0.1%
Value ($000) $179 Shares 2,150 Est. Cost $83.26 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $177 Shares 1,007 Est. Cost $163.63 Unrealized -7.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $177 Shares 4,217 Est. Cost $39.65 Unrealized -17.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $162 Shares 533 Est. Cost $277.78 Unrealized +0.5%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $147 Shares 1,445 Est. Cost $87.10 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $146 Shares 6,129 Est. Cost $27.36 Unrealized -24.8%
AEE AMEREN CORP 0.1%
Value ($000) $141 Shares 2,000 Est. Cost $66.87 Unrealized -8.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $139 Shares 3,555 Est. Cost $36.05 Unrealized -9.1%
ICF ISHARES TR 0.1%
Value ($000) $137 Shares 1,354 Est. Cost $91.72 Unrealized
FTEC FIDELITY COVINGTON TR 0.1%
Value ($000) $134 Shares 1,630 Est. Cost $62.58 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $134 Shares 2,000 Est. Cost $58.15 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $131 Shares 3,630 Est. Cost $45.80 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $119 Shares 903 Est. Cost $111.20 Unrealized -0.4%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $118 Shares 1,961 Est. Cost $58.18 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $118 Shares 1,942 Est. Cost $69.42 Unrealized
AGGY WISDOMTREE TR 0.1%
Value ($000) $116 Shares 2,147 Est. Cost $51.57 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $114 Shares 2,067 Est. Cost $47.83 Unrealized +2.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $112 Shares 1,221 Est. Cost $86.00 Unrealized -4.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $111 Shares 2,964 Est. Cost $37.35 Unrealized -27.3%
CLX CLOROX CO DEL 0.1%
Value ($000) $110 Shares 500 Est. Cost $138.67 Unrealized +21.7%
NVS NOVARTIS AG 0.1%
Value ($000) $107 Shares 1,222 Est. Cost $82.22 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $106 Shares 2,083 Est. Cost $45.07 Unrealized -1.1%
DHS WISDOMTREE TR 0.1%
Value ($000) $106 Shares 1,700 Est. Cost $56.54 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $106 Shares 2,279 Est. Cost $43.41 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $102 Shares 433 Est. Cost $185.01 Unrealized +3.6%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $100 Shares 7,100 Est. Cost $14.08 Unrealized
IQDF FLEXSHARES TR 0.1%
Value ($000) $100 Shares 4,949 Est. Cost $24.29 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $95 Shares 1,909 Est. Cost $46.97 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $95 Shares 67 Est. Cost $67.22 Unrealized -0.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $93 Shares 387 Est. Cost $198.53 Unrealized +0.1%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $93 Shares 1,808 Est. Cost $45.24 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $91 Shares 425 Est. Cost $177.04 Unrealized -1.4%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $91 Shares 2,400 Est. Cost $37.92 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $90 Shares 2,272 Est. Cost $33.45 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $90 Shares 1,400 Est. Cost $32.08 Unrealized +70.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $86 Shares 1,120 Est. Cost $60.30 Unrealized +1.9%
ETN EATON CORP PLC 0.1%
Value ($000) $84 Shares 960 Est. Cost $82.39 Unrealized -9.2%
CB CHUBB LIMITED 0.1%
Value ($000) $82 Shares 650 Est. Cost $128.54 Unrealized -17.4%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $82 Shares 690 Est. Cost $89.86 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $81 Shares 1,650 Est. Cost $41.82 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $79 Shares 1,453 Est. Cost $52.34 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $76 Shares 2,700 Est. Cost $46.29 Unrealized -46.5%
OC OWENS CORNING NEW 0.1%
Value ($000) $75 Shares 1,350 Est. Cost $46.62 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $74 Shares 1,388 Est. Cost $43.35 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $72 Shares 1,196 Est. Cost $55.18 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $72 Shares 1,050 Est. Cost $59.05 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $72 Shares 424 Est. Cost $136.79 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $71 Shares 2,227 Est. Cost $23.07 Unrealized 0.0%
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $70 Shares 2,960 Est. Cost $28.93 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $68 Shares 1,987 Est. Cost $32.30 Unrealized -15.0%
MS MORGAN STANLEY 0.1%
Value ($000) $66 Shares 1,372 Est. Cost $35.21 Unrealized 0.0%
DLN WISDOMTREE TR 0.1%
Value ($000) $66 Shares 713 Est. Cost $81.35 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $65 Shares 1,200 Est. Cost $44.17 Unrealized
GVI ISHARES TR 0.1%
Value ($000) $65 Shares 550 Est. Cost $118.18 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $64 Shares 1,090 Est. Cost $48.22 Unrealized -0.6%
GPC GENUINE PARTS CO 0.1%
Value ($000) $63 Shares 725 Est. Cost $75.18 Unrealized -10.4%
FNDC SCHWAB STRATEGIC TR 0.1%
Value ($000) $63 Shares 2,282 Est. Cost $33.22 Unrealized
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $61 Shares 2,615 Est. Cost $20.66 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $60 Shares 1,410 Est. Cost $45.54 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $59 Shares 735 Est. Cost $72.71 Unrealized -7.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $59 Shares 778 Est. Cost $66.51 Unrealized +2.7%
LOW LOWES COS INC 0.0%
Value ($000) $59 Shares 438 Est. Cost $99.39 Unrealized +3.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $58 Shares 1,090 Est. Cost $18.15 Unrealized -3.9%
BCE BCE INC 0.0%
Value ($000) $58 Shares 1,395 Est. Cost $28.90 Unrealized -2.8%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $57 Shares 2,061 Est. Cost $23.15 Unrealized -17.9%
IJK ISHARES TR 0.0%
Value ($000) $56 Shares 251 Est. Cost $179.28 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $56 Shares 150 Est. Cost $279.63 Unrealized +15.1%
EZM WISDOMTREE TR 0.0%
Value ($000) $55 Shares 1,693 Est. Cost $26.58 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $54 Shares 225 Est. Cost $220.31 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $54 Shares 1,433 Est. Cost $35.97 Unrealized -22.9%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $54 Shares 625 Est. Cost $70.40 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $54 Shares 403 Est. Cost $124.07 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $54 Shares 424 Est. Cost $113.38 Unrealized -6.3%
DOW DOW INC 0.0%
Value ($000) $53 Shares 1,309 Est. Cost $30.21 Unrealized -11.1%
WELL WELLTOWER INC 0.0%
Value ($000) $51 Shares 982 Est. Cost $60.06 Unrealized -30.4%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $50 Shares 3,300 Est. Cost $17.25 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $49 Shares 1,378 Est. Cost $32.84 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $47 Shares 50 Est. Cost $45.08 Unrealized +54.0%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $47 Shares 936 Est. Cost $43.80 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $46 Shares 424 Est. Cost $96.70 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $46 Shares 900 Est. Cost $37.36 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $46 Shares 907 Est. Cost $53.90 Unrealized -28.2%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $46 Shares 1,305 Est. Cost $23.54 Unrealized +11.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $45 Shares 405 Est. Cost $80.14 Unrealized -0.5%
BBY BEST BUY INC 0.0%
Value ($000) $44 Shares 500 Est. Cost $62.44 Unrealized -3.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $167.26 Unrealized +5.0%
LINDE PLC 0.0%
Value ($000) $42 Shares 200 Est. Cost $210.00 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $42 Shares 695 Est. Cost $54.68 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $41 Shares 439 Est. Cost $89.24 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $29.57 Unrealized 0.0%
PPL PPL CORP 0.0%
Value ($000) $39 Shares 1,510 Est. Cost $25.20 Unrealized -18.1%
V VISA INC 0.0%
Value ($000) $39 Shares 200 Est. Cost $180.69 Unrealized -2.9%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $39 Shares 500 Est. Cost $70.00 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $37 Shares 200 Est. Cost $171.84 Unrealized -6.3%
IEI ISHARES TR 0.0%
Value ($000) $36 Shares 266 Est. Cost $131.58 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $35 Shares 240 Est. Cost $136.57 Unrealized -13.7%
DOCU DOCUSIGN INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $80.42 Unrealized +56.7%
IWF ISHARES TR 0.0%
Value ($000) $34 Shares 175 Est. Cost $148.57 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $33 Shares 199 Est. Cost $130.65 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $32 Shares 560 Est. Cost $57.14 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $31 Shares 411 Est. Cost $63.26 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $31 Shares 850 Est. Cost $39.67 Unrealized -20.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $30 Shares 250 Est. Cost $93.46 Unrealized -2.2%
GLW CORNING INC 0.0%
Value ($000) $29 Shares 1,104 Est. Cost $22.10 Unrealized -12.2%
HPQ HP INC 0.0%
Value ($000) $28 Shares 1,600 Est. Cost $16.49 Unrealized -20.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $28 Shares 347 Est. Cost $76.54 Unrealized -13.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $27 Shares 270 Est. Cost $88.84 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $27 Shares 820 Est. Cost $30.49 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $27 Shares 221 Est. Cost $94.98 Unrealized +3.4%
NKE NIKE INC 0.0%
Value ($000) $27 Shares 271 Est. Cost $85.89 Unrealized -0.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $36.64 Unrealized -34.6%
CSX CSX CORP 0.0%
Value ($000) $26 Shares 367 Est. Cost $21.57 Unrealized -4.9%
BA BOEING CO 0.0%
Value ($000) $25 Shares 137 Est. Cost $259.78 Unrealized -40.8%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $25 Shares 517 Est. Cost $40.62 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $101.63 Unrealized -2.1%
CMS CMS ENERGY CORP 0.0%
Value ($000) $25 Shares 430 Est. Cost $51.43 Unrealized -5.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $25 Shares 308 Est. Cost $83.07 Unrealized -10.3%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 469 Est. Cost $45.37 Unrealized
DE DEERE & CO 0.0%
Value ($000) $24 Shares 151 Est. Cost $145.71 Unrealized -7.9%
WAB WABTEC 0.0%
Value ($000) $23 Shares 405 Est. Cost $66.30 Unrealized -17.3%
DTD WISDOMTREE TR 0.0%
Value ($000) $23 Shares 256 Est. Cost $78.74 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $22 Shares 400 Est. Cost $52.50 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $43.62 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $16.44 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $21 Shares 185 Est. Cost $120.90 Unrealized -10.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $21 Shares 287 Est. Cost $62.19 Unrealized +0.3%
IBB ISHARES TR 0.0%
Value ($000) $21 Shares 150 Est. Cost $106.67 Unrealized
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $21 Shares 480 Est. Cost $32.27 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $21 Shares 198 Est. Cost $108.33 Unrealized -20.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $21 Shares 200 Est. Cost $104.16 Unrealized -11.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $21 Shares 224 Est. Cost $107.60 Unrealized -20.4%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $21 Shares 300 Est. Cost $71.07 Unrealized 0.0%
NUVEEN SELECT TAX FREE INCOM 0.0%
Value ($000) $20 Shares 1,350 Est. Cost $14.81 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 100 Est. Cost $160.00 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $20 Shares 179 Est. Cost $94.97 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $251.41 Unrealized -1.7%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $20 Shares 140 Est. Cost $112.10 Unrealized +0.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 349 Est. Cost $21.15 Unrealized -2.6%
MMM 3M CO 0.0%
Value ($000) $18 Shares 114 Est. Cost $105.95 Unrealized -3.3%
SYY SYSCO CORP 0.0%
Value ($000) $18 Shares 325 Est. Cost $58.83 Unrealized -23.2%
UNILEVER N V 0.0%
Value ($000) $17 Shares 315 Est. Cost $49.08 Unrealized
ESG FLEXSHARES TR 0.0%
Value ($000) $17 Shares 225 Est. Cost $62.22 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $17 Shares 267 Est. Cost $57.76 Unrealized -13.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $25.96 Unrealized -38.7%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $16 Shares 1,051 Est. Cost $13.37 Unrealized -18.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $16 Shares 463 Est. Cost $38.68 Unrealized -14.2%
DEO DIAGEO P L C 0.0%
Value ($000) $15 Shares 115 Est. Cost $130.43 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $15 Shares 161 Est. Cost $93.17 Unrealized
SHM SPDR SER TR 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.00 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $15 Shares 125 Est. Cost $86.16 Unrealized +15.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $15 Shares 88 Est. Cost $147.73 Unrealized
KBWP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $14 Shares 250 Est. Cost $52.00 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 230 Est. Cost $60.87 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $14 Shares 10 Est. Cost $67.34 Unrealized -0.5%
FNCL FIDELITY COVINGTON TR 0.0%
Value ($000) $14 Shares 425 Est. Cost $28.24 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $4.60 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $12 Shares 77 Est. Cost $144.98 Unrealized -14.3%
CRAI CRA INTL INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $43.85 Unrealized -19.8%
EFV ISHARES TR 0.0%
Value ($000) $12 Shares 312 Est. Cost $35.75 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $12 Shares 180 Est. Cost $75.42 Unrealized -18.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $12 Shares 614 Est. Cost $19.66 Unrealized -24.5%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $12 Shares 194 Est. Cost $48.33 Unrealized -11.6%
KINDRED BIOSCIENCES INC 0.0%
Value ($000) $11 Shares 2,500 Est. Cost $4.08 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $11 Shares 167 Est. Cost $55.31 Unrealized -4.9%
META FACEBOOK INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $194.43 Unrealized +6.6%
DES WISDOMTREE TR 0.0%
Value ($000) $11 Shares 500 Est. Cost $28.70 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $90.00 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $11 Shares 222 Est. Cost $36.04 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $11 Shares 125 Est. Cost $80.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $10 Shares 109 Est. Cost $71.93 Unrealized -1.3%
EBAY EBAY INC. 0.0%
Value ($000) $10 Shares 193 Est. Cost $35.81 Unrealized +7.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $10 Shares 89 Est. Cost $109.63 Unrealized -14.7%
WDFC WD-40 CO 0.0%
Value ($000) $10 Shares 50 Est. Cost $171.62 Unrealized -3.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $10 Shares 160 Est. Cost $79.47 Unrealized -28.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $9 Shares 52 Est. Cost $147.58 Unrealized -3.2%
BIDU BAIDU INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $106.67 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $9 Shares 137 Est. Cost $38.10 Unrealized 0.0%
HYG ISHARES TR 0.0%
Value ($000) $9 Shares 112 Est. Cost $81.08 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $34.54 Unrealized -7.6%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.00 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $8 Shares 5 Est. Cost $1726.46 Unrealized -13.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $8 Shares 54 Est. Cost $141.95 Unrealized -10.5%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $8 Shares 23 Est. Cost $257.23 Unrealized +6.5%
IDV ISHARES TR 0.0%
Value ($000) $8 Shares 317 Est. Cost $23.28 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $7 Shares 62 Est. Cost $112.90 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $7 Shares 117 Est. Cost $57.25 Unrealized -12.2%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 103 Est. Cost $63.79 Unrealized -11.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.23 Unrealized 0.0%
XSLV INVESCO EXCHANGE-TRADED FD T 0.0%
Value ($000) $6 Shares 174 Est. Cost $34.48 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 141 Est. Cost $42.55 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $6 Shares 212 Est. Cost $28.30 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.33 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $6 Shares 120 Est. Cost $41.67 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $6 Shares 196 Est. Cost $25.00 Unrealized -15.6%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $6 Shares 67 Est. Cost $89.55 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $40.08 Unrealized -26.8%
SNAP SNAP INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $15.35 Unrealized +15.9%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $5 Shares 266 Est. Cost $15.04 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $5 Shares 164 Est. Cost $36.59 Unrealized
VFC V F CORP 0.0%
Value ($000) $5 Shares 83 Est. Cost $77.93 Unrealized -25.3%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $5 Shares 143 Est. Cost $37.23 Unrealized -25.2%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $4 Shares 110 Est. Cost $29.99 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $4 Shares 236 Est. Cost $14.24 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $4 Shares 42 Est. Cost $83.97 Unrealized +1.4%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 44 Est. Cost $90.91 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.33 Unrealized -10.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $4 Shares 433 Est. Cost $9.30 Unrealized -26.7%
INTU INTUIT 0.0%
Value ($000) $4 Shares 13 Est. Cost $260.89 Unrealized +1.5%
MLPA GLOBAL X FDS 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $3 Shares 600 Est. Cost $3.79 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 165 Est. Cost $25.29 Unrealized -38.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $47.48 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.13 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2 Shares 108 Est. Cost $17.13 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 66 Est. Cost $24.35 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.07 Unrealized -50.7%
UFO PROCURE ETF TRUST II 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $2 Shares 39 Est. Cost $54.50 Unrealized -9.5%
NOK NOKIA CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $38.25 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.13 Unrealized -5.1%
NVST ENVISTA HOLDINGS CORPORATION 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.61 Unrealized -26.8%
CI CIGNA CORP NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $177.44 Unrealized -2.2%
TATA MTRS LTD 0.0%
Value ($000) $1 Shares 175 Est. Cost $5.71 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 94 Est. Cost $10.64 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.65 Unrealized -25.7%
ALLIANZGI CONV INCOME FD 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.57 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $0 Shares 25 Est. Cost $16.00 Unrealized 0.0%
AYTU BIOSCIENCE INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized