CVA Family Office, LLC Diversified Active

CIK: 0001802084 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 12, 2021

Total Value ($000): $138,415 (100.0% shares, 0.0% debt)

Holdings (360)

IVV ISHARES TR 7.8%
Value ($000) $10,845 Shares 32,272 Est. Cost $330.69 Unrealized
SCHD SCHWAB STRATEGIC TR 6.6%
Value ($000) $9,132 Shares 165,127 Est. Cost $67.37 Unrealized
VOO VANGUARD INDEX FDS 5.1%
Value ($000) $7,084 Shares 23,027 Est. Cost $292.97 Unrealized
SCHX SCHWAB STRATEGIC TR 4.5%
Value ($000) $6,197 Shares 76,854 Est. Cost $73.86 Unrealized
VGT VANGUARD WORLD FDS 4.3%
Value ($000) $6,008 Shares 19,290 Est. Cost $307.31 Unrealized
SCHB SCHWAB STRATEGIC TR 3.5%
Value ($000) $4,793 Shares 60,188 Est. Cost $73.91 Unrealized
IEFA ISHARES TR 3.2%
Value ($000) $4,448 Shares 73,793 Est. Cost $70.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 3.0%
Value ($000) $4,209 Shares 32,715 Est. Cost $124.90 Unrealized
EFAV ISHARES TR 3.0%
Value ($000) $4,157 Shares 61,022 Est. Cost $72.29 Unrealized
VTI VANGUARD INDEX FDS 2.6%
Value ($000) $3,543 Shares 20,803 Est. Cost $155.84 Unrealized
MTUM ISHARES TR 2.2%
Value ($000) $3,030 Shares 20,558 Est. Cost $127.89 Unrealized
SCHF SCHWAB STRATEGIC TR 2.1%
Value ($000) $2,859 Shares 91,049 Est. Cost $32.24 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.9%
Value ($000) $2,699 Shares 48,122 Est. Cost $54.84 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.9%
Value ($000) $2,682 Shares 46,094 Est. Cost $56.58 Unrealized
QDF FLEXSHARES TR 1.9%
Value ($000) $2,603 Shares 58,287 Est. Cost $48.41 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.8%
Value ($000) $2,510 Shares 30,296 Est. Cost $81.93 Unrealized
IJR ISHARES TR 1.8%
Value ($000) $2,501 Shares 35,616 Est. Cost $98.56 Unrealized
IJH ISHARES TR 1.4%
Value ($000) $1,982 Shares 10,697 Est. Cost $225.17 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $1,893 Shares 8,892 Est. Cost $234.93 Unrealized +19.5%
VEA VANGUARD TAX-MANAGED INTL FD 1.2%
Value ($000) $1,721 Shares 42,080 Est. Cost $35.72 Unrealized
SCHE SCHWAB STRATEGIC TR 1.2%
Value ($000) $1,717 Shares 64,145 Est. Cost $31.01 Unrealized
CWB SPDR SER TR 1.2%
Value ($000) $1,686 Shares 24,473 Est. Cost $59.28 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $1,636 Shares 14,124 Est. Cost $114.99 Unrealized +25.1%
IEMG ISHARES INC 1.1%
Value ($000) $1,495 Shares 28,308 Est. Cost $62.14 Unrealized
FLRN SPDR SER TR 1.0%
Value ($000) $1,390 Shares 45,469 Est. Cost $30.71 Unrealized
VHT VANGUARD WORLD FDS 1.0%
Value ($000) $1,327 Shares 6,505 Est. Cost $209.84 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.9%
Value ($000) $1,288 Shares 18,930 Est. Cost $72.91 Unrealized
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $1,271 Shares 103,051 Est. Cost $10.19 Unrealized +30.2%
KO COCA COLA CO 0.9%
Value ($000) $1,252 Shares 25,352 Est. Cost $39.77 Unrealized +22.7%
DVY ISHARES TR 0.9%
Value ($000) $1,236 Shares 15,158 Est. Cost $99.48 Unrealized
AMPIO PHARMACEUTICALS INC 0.8%
Value ($000) $1,123 Shares 1,173,200 Est. Cost $0.58 Unrealized
FNDX SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,119 Shares 28,887 Est. Cost $42.12 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,066 Shares 5,069 Est. Cost $207.43 Unrealized +35.3%
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $976 Shares 12,059 Est. Cost $83.70 Unrealized
IWV ISHARES TR 0.6%
Value ($000) $861 Shares 4,400 Est. Cost $184.17 Unrealized
QYLD GLOBAL X FDS 0.6%
Value ($000) $860 Shares 39,877 Est. Cost $22.01 Unrealized
WMT WALMART INC 0.6%
Value ($000) $800 Shares 5,717 Est. Cost $38.55 Unrealized +17.9%
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $768 Shares 9,728 Est. Cost $88.52 Unrealized
HDV ISHARES TR 0.5%
Value ($000) $692 Shares 8,593 Est. Cost $71.88 Unrealized
DGRW WISDOMTREE TR 0.5%
Value ($000) $671 Shares 13,530 Est. Cost $48.48 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $671 Shares 213 Est. Cost $139.89 Unrealized +23.3%
VOX VANGUARD WORLD FDS 0.5%
Value ($000) $663 Shares 6,511 Est. Cost $109.38 Unrealized
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $628 Shares 9,192 Est. Cost $75.95 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $550 Shares 1,981 Est. Cost $274.54 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $549 Shares 4,651 Est. Cost $114.19 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $525 Shares 1,567 Est. Cost $321.90 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $514 Shares 1,851 Est. Cost $63.51 Unrealized +13.1%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $504 Shares 3,383 Est. Cost $129.35 Unrealized +16.2%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $504 Shares 3,625 Est. Cost $111.78 Unrealized +13.9%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $480 Shares 3,118 Est. Cost $151.84 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $456 Shares 7,665 Est. Cost $42.74 Unrealized -1.0%
MRK MERCK & CO. INC 0.3%
Value ($000) $455 Shares 5,491 Est. Cost $65.94 Unrealized +0.3%
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $448 Shares 8,707 Est. Cost $50.93 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $438 Shares 7,104 Est. Cost $45.51 Unrealized +12.0%
SCHC SCHWAB STRATEGIC TR 0.3%
Value ($000) $436 Shares 13,410 Est. Cost $40.25 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $434 Shares 2,206 Est. Cost $160.82 Unrealized +21.4%
T AT&T INC 0.3%
Value ($000) $426 Shares 14,955 Est. Cost $17.87 Unrealized -10.1%
AGG ISHARES TR 0.3%
Value ($000) $424 Shares 3,594 Est. Cost $113.14 Unrealized
FNDA SCHWAB STRATEGIC TR 0.3%
Value ($000) $385 Shares 11,645 Est. Cost $44.71 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $383 Shares 1,681 Est. Cost $218.41 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $381 Shares 1,650 Est. Cost $96.33 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $379 Shares 859 Est. Cost $378.90 Unrealized +43.1%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $360 Shares 3,257 Est. Cost $162.03 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $349 Shares 6,735 Est. Cost $52.08 Unrealized -4.4%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $347 Shares 1,025 Est. Cost $333.61 Unrealized +6.3%
HD HOME DEPOT INC 0.2%
Value ($000) $339 Shares 1,222 Est. Cost $234.99 Unrealized +25.3%
PFE PFIZER INC 0.2%
Value ($000) $334 Shares 9,109 Est. Cost $27.38 Unrealized +30.3%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $334 Shares 4,449 Est. Cost $61.09 Unrealized +32.7%
ABT ABBOTT LABS 0.2%
Value ($000) $328 Shares 3,010 Est. Cost $92.09 Unrealized +23.2%
PGX INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $323 Shares 21,940 Est. Cost $14.52 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $323 Shares 4,489 Est. Cost $85.08 Unrealized -2.1%
TIP ISHARES TR 0.2%
Value ($000) $318 Shares 2,516 Est. Cost $125.14 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $316 Shares 3,520 Est. Cost $88.13 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $302 Shares 2,860 Est. Cost $96.31 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $270 Shares 1,255 Est. Cost $186.12 Unrealized +43.3%
GUNR FLEXSHARES TR 0.2%
Value ($000) $266 Shares 9,590 Est. Cost $36.38 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $259 Shares 2,690 Est. Cost $123.61 Unrealized +13.5%
FNDB SCHWAB STRATEGIC TR 0.2%
Value ($000) $256 Shares 6,706 Est. Cost $47.40 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $256 Shares 5,813 Est. Cost $44.91 Unrealized
EPP ISHARES INC 0.2%
Value ($000) $256 Shares 6,316 Est. Cost $46.23 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $255 Shares 6,463 Est. Cost $41.08 Unrealized +19.9%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $252 Shares 4,535 Est. Cost $48.60 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $249 Shares 4,322 Est. Cost $58.82 Unrealized +31.6%
FNB F N B CORP 0.2%
Value ($000) $247 Shares 36,400 Est. Cost $9.11 Unrealized +7.8%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $235 Shares 2,010 Est. Cost $112.95 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $234 Shares 658 Est. Cost $313.42 Unrealized +33.4%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $215 Shares 1,007 Est. Cost $179.13 Unrealized +30.3%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $214 Shares 2,230 Est. Cost $87.67 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $208 Shares 1,388 Est. Cost $165.34 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $203 Shares 5,264 Est. Cost $27.72 Unrealized +22.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $201 Shares 4,340 Est. Cost $41.80 Unrealized +22.9%
PSR INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $182 Shares 2,246 Est. Cost $95.80 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $166 Shares 1,446 Est. Cost $87.10 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $164 Shares 1,184 Est. Cost $116.63 Unrealized +15.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $161 Shares 1,086 Est. Cost $140.64 Unrealized +68.3%
AEE AMEREN CORP 0.1%
Value ($000) $158 Shares 2,000 Est. Cost $66.60 Unrealized +12.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $154 Shares 105 Est. Cost $104.19 Unrealized +29.6%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $150 Shares 1,630 Est. Cost $81.55 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $149 Shares 1,433 Est. Cost $99.16 Unrealized +14.4%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $145 Shares 6,029 Est. Cost $31.13 Unrealized +15.9%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $144 Shares 2,000 Est. Cost $68.36 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $141 Shares 4,300 Est. Cost $39.49 Unrealized +24.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $140 Shares 620 Est. Cost $217.87 Unrealized +40.2%
CLX CLOROX CO DEL 0.1%
Value ($000) $136 Shares 645 Est. Cost $150.31 Unrealized -0.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $131 Shares 1,480 Est. Cost $77.63 Unrealized +12.4%
DEM WISDOMTREE TR 0.1%
Value ($000) $128 Shares 3,630 Est. Cost $37.67 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $126 Shares 3,670 Est. Cost $44.23 Unrealized +9.5%
EFA ISHARES TR 0.1%
Value ($000) $124 Shares 1,942 Est. Cost $69.42 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $123 Shares 2,067 Est. Cost $55.72 Unrealized +49.6%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $121 Shares 1,961 Est. Cost $61.30 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $120 Shares 2,083 Est. Cost $47.49 Unrealized +16.7%
ICF ISHARES TR 0.1%
Value ($000) $118 Shares 1,155 Est. Cost $72.89 Unrealized
AGGY WISDOMTREE TR 0.1%
Value ($000) $116 Shares 2,158 Est. Cost $51.59 Unrealized
V VISA INC 0.1%
Value ($000) $113 Shares 565 Est. Cost $209.99 Unrealized +8.1%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $111 Shares 2,279 Est. Cost $43.41 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $110 Shares 1,267 Est. Cost $83.52 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $110 Shares 433 Est. Cost $198.11 Unrealized +1.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $109 Shares 1,803 Est. Cost $50.23 Unrealized +9.2%
DHS WISDOMTREE TR 0.1%
Value ($000) $107 Shares 1,715 Est. Cost $56.76 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $106 Shares 355 Est. Cost $215.61 Unrealized +14.5%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $103 Shares 1,921 Est. Cost $46.97 Unrealized
BCE BCE INC 0.1%
Value ($000) $103 Shares 2,490 Est. Cost $29.54 Unrealized +25.7%
IQDF FLEXSHARES TR 0.1%
Value ($000) $102 Shares 4,949 Est. Cost $24.29 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $99 Shares 1,207 Est. Cost $70.06 Unrealized +6.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $98 Shares 2,274 Est. Cost $35.85 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $95 Shares 930 Est. Cost $98.03 Unrealized +52.2%
OC OWENS CORNING NEW 0.1%
Value ($000) $93 Shares 1,350 Est. Cost $46.62 Unrealized +101.7%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $90 Shares 691 Est. Cost $96.56 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $87 Shares 2,964 Est. Cost $38.11 Unrealized +35.9%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $86 Shares 1,650 Est. Cost $41.82 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $83 Shares 2,700 Est. Cost $45.84 Unrealized -13.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $82 Shares 375 Est. Cost $190.40 Unrealized +13.4%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $81 Shares 1,050 Est. Cost $59.05 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $80 Shares 1,390 Est. Cost $43.35 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $80 Shares 1,453 Est. Cost $52.34 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $79 Shares 1,937 Est. Cost $34.87 Unrealized +89.9%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $79 Shares 535 Est. Cost $119.03 Unrealized -3.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $77 Shares 1,220 Est. Cost $57.17 Unrealized +3.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $76 Shares 649 Est. Cost $116.16 Unrealized +10.9%
CB CHUBB LIMITED 0.1%
Value ($000) $75 Shares 650 Est. Cost $139.42 Unrealized +18.3%
IJT ISHARES TR 0.1%
Value ($000) $75 Shares 424 Est. Cost $126.38 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $73 Shares 1,408 Est. Cost $57.55 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $73 Shares 1,196 Est. Cost $55.18 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $73 Shares 2,960 Est. Cost $32.73 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $72 Shares 2,400 Est. Cost $37.96 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $71 Shares 1,200 Est. Cost $44.17 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $70 Shares 778 Est. Cost $89.61 Unrealized +32.5%
DLN WISDOMTREE TR 0.0%
Value ($000) $69 Shares 713 Est. Cost $81.35 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $68 Shares 715 Est. Cost $91.27 Unrealized +21.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $67 Shares 2,227 Est. Cost $25.77 Unrealized +18.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $66 Shares 135 Est. Cost $493.39 Unrealized +27.6%
LOW LOWES COS INC 0.0%
Value ($000) $66 Shares 400 Est. Cost $147.29 Unrealized +24.6%
TSLA TESLA INC 0.0%
Value ($000) $65 Shares 152 Est. Cost $226.43 Unrealized +3.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $65 Shares 210 Est. Cost $327.75 Unrealized +17.4%
GVI ISHARES TR 0.0%
Value ($000) $65 Shares 550 Est. Cost $117.38 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $63 Shares 424 Est. Cost $174.96 Unrealized +9.8%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $63 Shares 725 Est. Cost $81.18 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $62 Shares 1,618 Est. Cost $43.13 Unrealized +4.6%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $62 Shares 3,300 Est. Cost $17.25 Unrealized +31.6%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $62 Shares 2,615 Est. Cost $26.13 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $61 Shares 490 Est. Cost $172.99 Unrealized +0.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $60 Shares 1,090 Est. Cost $24.58 Unrealized +15.4%
IJK ISHARES TR 0.0%
Value ($000) $60 Shares 251 Est. Cost $99.35 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $59 Shares 155 Est. Cost $318.16 Unrealized +0.8%
MS MORGAN STANLEY 0.0%
Value ($000) $59 Shares 1,222 Est. Cost $57.30 Unrealized +49.6%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $58 Shares 690 Est. Cost $69.99 Unrealized +4.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $57 Shares 825 Est. Cost $57.54 Unrealized +1.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $56 Shares 705 Est. Cost $85.72 Unrealized +33.2%
DOW DOW INC 0.0%
Value ($000) $56 Shares 1,184 Est. Cost $37.48 Unrealized +27.6%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $56 Shares 2,061 Est. Cost $23.41 Unrealized +19.0%
BBY BEST BUY INC 0.0%
Value ($000) $56 Shares 500 Est. Cost $70.80 Unrealized +29.9%
PPL PPL CORP 0.0%
Value ($000) $55 Shares 2,015 Est. Cost $23.21 Unrealized +6.0%
WELL WELLTOWER INC 0.0%
Value ($000) $54 Shares 982 Est. Cost $66.19 Unrealized +16.0%
LQD ISHARES TR 0.0%
Value ($000) $54 Shares 403 Est. Cost $124.07 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $53 Shares 1,480 Est. Cost $52.00 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $52 Shares 225 Est. Cost $221.83 Unrealized +2.8%
UNILEVER PLC 0.0%
Value ($000) $52 Shares 845 Est. Cost $61.21 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $51 Shares 50 Est. Cost $75.31 Unrealized +99.0%
SO SOUTHERN CO 0.0%
Value ($000) $51 Shares 935 Est. Cost $48.81 Unrealized +12.1%
META FACEBOOK INC 0.0%
Value ($000) $50 Shares 190 Est. Cost $289.41 Unrealized +23.6%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $49 Shares 1,381 Est. Cost $32.84 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $49 Shares 625 Est. Cost $60.41 Unrealized +3.4%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $49 Shares 936 Est. Cost $48.80 Unrealized
EZM WISDOMTREE TR 0.0%
Value ($000) $49 Shares 1,427 Est. Cost $36.84 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $48 Shares 455 Est. Cost $97.87 Unrealized +39.8%
IVE ISHARES TR 0.0%
Value ($000) $48 Shares 424 Est. Cost $106.71 Unrealized
LINDE PLC 0.0%
Value ($000) $48 Shares 200 Est. Cost $264.96 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $48 Shares 1,345 Est. Cost $26.57 Unrealized +3.9%
AVANGRID INC 0.0%
Value ($000) $48 Shares 945 Est. Cost $50.77 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $48 Shares 622 Est. Cost $68.26 Unrealized +5.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $32.54 Unrealized +27.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $47 Shares 595 Est. Cost $69.25 Unrealized +43.4%
ILMN ILLUMINA INC 0.0%
Value ($000) $46 Shares 150 Est. Cost $409.23 Unrealized +12.4%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $34.15 Unrealized +37.6%
USMV ISHARES TR 0.0%
Value ($000) $44 Shares 695 Est. Cost $54.68 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $44 Shares 715 Est. Cost $51.48 Unrealized +6.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $44 Shares 200 Est. Cost $195.11 Unrealized +45.9%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $44 Shares 590 Est. Cost $60.54 Unrealized +7.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $43 Shares 375 Est. Cost $114.86 Unrealized +17.2%
DOCU DOCUSIGN INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $171.61 Unrealized +67.9%
AVGO BROADCOM INC 0.0%
Value ($000) $42 Shares 116 Est. Cost $38.51 Unrealized +15.5%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $42 Shares 1,412 Est. Cost $38.24 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $41 Shares 440 Est. Cost $89.24 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $40 Shares 73 Est. Cost $13.91 Unrealized +48.9%
SON SONOCO PRODS CO 0.0%
Value ($000) $40 Shares 790 Est. Cost $54.31 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $40 Shares 240 Est. Cost $171.34 Unrealized +13.6%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $39 Shares 500 Est. Cost $74.32 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $39 Shares 2,800 Est. Cost $13.21 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $39 Shares 907 Est. Cost $58.24 Unrealized +2.5%
ZTS ZOETIS INC 0.0%
Value ($000) $39 Shares 235 Est. Cost $158.48 Unrealized +22.2%
CME CME GROUP INC 0.0%
Value ($000) $38 Shares 225 Est. Cost $166.15 Unrealized +1.8%
IWF ISHARES TR 0.0%
Value ($000) $38 Shares 175 Est. Cost $148.57 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $36 Shares 266 Est. Cost $131.58 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $35 Shares 445 Est. Cost $68.08 Unrealized +55.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 199 Est. Cost $223.82 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $35 Shares 221 Est. Cost $177.83 Unrealized +23.7%
NKE NIKE INC 0.0%
Value ($000) $34 Shares 271 Est. Cost $122.10 Unrealized +24.9%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $33 Shares 560 Est. Cost $57.14 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $33 Shares 411 Est. Cost $63.26 Unrealized
DE DEERE & CO 0.0%
Value ($000) $33 Shares 151 Est. Cost $246.69 Unrealized +37.5%
EOG EOG RES INC 0.0%
Value ($000) $32 Shares 900 Est. Cost $49.06 Unrealized +19.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $32 Shares 80 Est. Cost $410.98 Unrealized +13.5%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $31 Shares 245 Est. Cost $150.37 Unrealized +56.5%
AFL AFLAC INC 0.0%
Value ($000) $31 Shares 850 Est. Cost $41.10 Unrealized +20.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $31 Shares 252 Est. Cost $108.51 Unrealized +3.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $31 Shares 364 Est. Cost $99.88 Unrealized +5.8%
HPQ HP INC 0.0%
Value ($000) $30 Shares 1,600 Est. Cost $19.21 Unrealized +28.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $144.61 Unrealized +16.1%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $29 Shares 308 Est. Cost $84.20 Unrealized +34.2%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $21.57 Unrealized +34.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $29 Shares 100 Est. Cost $226.84 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $29 Shares 547 Est. Cost $44.51 Unrealized +125.4%
CSX CSX CORP 0.0%
Value ($000) $29 Shares 367 Est. Cost $29.84 Unrealized +1.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $28 Shares 272 Est. Cost $121.05 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $28 Shares 37 Est. Cost $652.06 Unrealized +16.9%
CVS CVS HEALTH CORP 0.0%
Value ($000) $27 Shares 457 Est. Cost $62.73 Unrealized +15.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $27 Shares 220 Est. Cost $125.78 Unrealized +44.6%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $27 Shares 5,000 Est. Cost $5.40 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $27 Shares 820 Est. Cost $30.49 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $88.58 Unrealized +9.7%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $26 Shares 496 Est. Cost $45.76 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $26 Shares 517 Est. Cost $40.62 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $25 Shares 255 Est. Cost $40.56 Unrealized +12.4%
WAB WABTEC 0.0%
Value ($000) $25 Shares 405 Est. Cost $68.98 Unrealized +21.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $24 Shares 142 Est. Cost $131.38 Unrealized +23.9%
DTD WISDOMTREE TR 0.0%
Value ($000) $24 Shares 257 Est. Cost $93.39 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $24 Shares 349 Est. Cost $27.66 Unrealized +65.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $23 Shares 200 Est. Cost $106.41 Unrealized +31.3%
BA BOEING CO 0.0%
Value ($000) $23 Shares 137 Est. Cost $232.03 Unrealized -3.9%
CTAS CINTAS CORP 0.0%
Value ($000) $23 Shares 70 Est. Cost $80.57 Unrealized +16.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 135 Est. Cost $191.63 Unrealized +8.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $22 Shares 198 Est. Cost $139.23 Unrealized +15.5%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $22 Shares 400 Est. Cost $54.70 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $22 Shares 224 Est. Cost $131.54 Unrealized +20.3%
ASML ASML HOLDING N V 0.0%
Value ($000) $22 Shares 60 Est. Cost $691.28 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 100 Est. Cost $160.00 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $20 Shares 179 Est. Cost $94.97 Unrealized
KBWP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $20 Shares 350 Est. Cost $59.15 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $304.78 Unrealized +17.3%
SYY SYSCO CORP 0.0%
Value ($000) $20 Shares 325 Est. Cost $64.73 Unrealized +4.7%
IBB ISHARES TR 0.0%
Value ($000) $20 Shares 150 Est. Cost $132.37 Unrealized
NUVEEN SELECT TAX FREE INCOM 0.0%
Value ($000) $20 Shares 1,350 Est. Cost $14.81 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $19 Shares 95 Est. Cost $257.39 Unrealized +7.0%
UNILEVER N V 0.0%
Value ($000) $19 Shares 315 Est. Cost $60.32 Unrealized
AON AON PLC 0.0%
Value ($000) $19 Shares 90 Est. Cost $226.67 Unrealized +14.8%
ESG FLEXSHARES TR 0.0%
Value ($000) $18 Shares 225 Est. Cost $62.22 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $18 Shares 267 Est. Cost $74.13 Unrealized +23.0%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $18 Shares 480 Est. Cost $41.04 Unrealized +15.3%
MMM 3M CO 0.0%
Value ($000) $18 Shares 114 Est. Cost $128.13 Unrealized +7.2%
HEALTHCARE TR AMER INC 0.0%
Value ($000) $18 Shares 705 Est. Cost $25.53 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $17 Shares 464 Est. Cost $51.91 Unrealized +29.8%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $17 Shares 194 Est. Cost $55.25 Unrealized +40.2%
QUAL ISHARES TR 0.0%
Value ($000) $17 Shares 161 Est. Cost $112.25 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $16 Shares 140 Est. Cost $101.75 Unrealized +58.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $16 Shares 88 Est. Cost $151.66 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $15 Shares 10 Est. Cost $115.15 Unrealized +18.8%
SHM SPDR SER TR 0.0%
Value ($000) $15 Shares 300 Est. Cost $49.58 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.00 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $14 Shares 425 Est. Cost $28.24 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 230 Est. Cost $60.87 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $13 Shares 312 Est. Cost $36.21 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $13 Shares 94 Est. Cost $134.37 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $13 Shares 614 Est. Cost $25.79 Unrealized +25.2%
SDY SPDR SER TR 0.0%
Value ($000) $12 Shares 125 Est. Cost $80.00 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $12 Shares 55 Est. Cost $316.63 Unrealized +31.2%
EME EMCOR GROUP INC 0.0%
Value ($000) $12 Shares 180 Est. Cost $75.42 Unrealized +56.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $12 Shares 85 Est. Cost $141.44 Unrealized +13.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $11 Shares 77 Est. Cost $150.97 Unrealized +18.3%
KINDRED BIOSCIENCES INC 0.0%
Value ($000) $11 Shares 2,500 Est. Cost $4.40 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
CRAI CRA INTL INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $43.85 Unrealized +94.8%
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $128.58 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $11 Shares 160 Est. Cost $121.35 Unrealized +24.2%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $78.90 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $10 Shares 194 Est. Cost $52.64 Unrealized +25.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $10 Shares 52 Est. Cost $182.29 Unrealized +11.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $10 Shares 89 Est. Cost $129.28 Unrealized +9.7%
FTV FORTIVE CORP 0.0%
Value ($000) $10 Shares 137 Est. Cost $46.22 Unrealized +16.2%
HYG ISHARES TR 0.0%
Value ($000) $10 Shares 113 Est. Cost $81.18 Unrealized
WDFC WD-40 CO 0.0%
Value ($000) $9 Shares 50 Est. Cost $171.62 Unrealized +29.8%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $9 Shares 222 Est. Cost $39.85 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $34.54 Unrealized +53.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $9 Shares 30 Est. Cost $278.19 Unrealized +20.9%
BIDU BAIDU INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $106.67 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $9 Shares 5 Est. Cost $2193.23 Unrealized +0.6%
STAG STAG INDL INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $31.60 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $8 Shares 23 Est. Cost $300.83 Unrealized +15.9%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $238.10 Unrealized +19.4%
IDV ISHARES TR 0.0%
Value ($000) $8 Shares 321 Est. Cost $23.56 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $7 Shares 212 Est. Cost $28.30 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $7 Shares 120 Est. Cost $41.67 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 $66.93 Unrealized +12.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $6 Shares 196 Est. Cost $25.00 Unrealized +18.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $114.97 Unrealized +13.6%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $6 Shares 67 Est. Cost $89.55 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 141 Est. Cost $42.55 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.33 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 174 Est. Cost $34.48 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.67 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $46.53 Unrealized +50.2%
SNAP SNAP INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $40.86 Unrealized +76.8%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $5 Shares 266 Est. Cost $15.04 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $5 Shares 143 Est. Cost $44.41 Unrealized +5.1%
PSX PHILLIPS 66 0.0%
Value ($000) $5 Shares 103 Est. Cost $68.92 Unrealized -11.2%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $4 Shares 164 Est. Cost $38.92 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $4 Shares 110 Est. Cost $47.17 Unrealized -0.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $4 Shares 42 Est. Cost $104.40 Unrealized +7.3%
INTU INTUIT 0.0%
Value ($000) $4 Shares 13 Est. Cost $390.78 Unrealized +34.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $4 Shares 242 Est. Cost $21.09 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 44 Est. Cost $90.91 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $4 Shares 433 Est. Cost $10.45 Unrealized +15.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $3 Shares 108 Est. Cost $39.12 Unrealized +29.6%
GPRO GOPRO INC 0.0%
Value ($000) $3 Shares 600 Est. Cost $10.11 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $3 Shares 39 Est. Cost $69.96 Unrealized -1.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $61.61 Unrealized +33.4%
FE FIRSTENERGY CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.33 Unrealized -12.5%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $18.08 Unrealized +12.1%
MLPA GLOBAL X FDS 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 165 Est. Cost $24.45 Unrealized +6.3%
GLW CORNING INC 0.0%
Value ($000) $3 Shares 104 Est. Cost $33.57 Unrealized +5.1%
TATA MTRS LTD 0.0%
Value ($000) $2 Shares 175 Est. Cost $5.71 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $225.59 Unrealized +11.2%
NVAX NOVAVAX INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $220.39 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 66 Est. Cost $40.97 Unrealized +0.6%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2 Shares 185 Est. Cost $12.67 Unrealized +32.3%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $24.34 Unrealized +3.4%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 94 Est. Cost $10.64 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $209.60 Unrealized -4.2%
NVST ENVISTA HOLDINGS CORPORATION 0.0%
Value ($000) $1 Shares 39 Est. Cost $38.58 Unrealized +9.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $207.66 Unrealized -2.4%
AYTU BIOSCIENCE INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $0 Shares 25 Est. Cost $24.72 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.81 Unrealized +14.9%
ALLIANZGI CONV INCOME FD 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized