Center for Financial Planning, Inc. Diversified Active

CIK: 0001803557 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $310,916 (100.0% shares, 0.0% debt)

Holdings (457)

VOO VANGUARD INDEX FDS 19.0%
Value ($000) $59,058 Shares 191,964 Est. Cost $297.02 Unrealized
IEFA ISHARES TR 15.7%
Value ($000) $48,775 Shares 809,138 Est. Cost $65.24 Unrealized
QUAL ISHARES TR 12.5%
Value ($000) $38,971 Shares 375,663 Est. Cost $100.71 Unrealized
VBR VANGUARD INDEX FDS 11.0%
Value ($000) $34,205 Shares 309,185 Est. Cost $137.07 Unrealized
VB VANGUARD INDEX FDS 5.1%
Value ($000) $16,001 Shares 104,038 Est. Cost $153.68 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $6,349 Shares 30,186 Est. Cost $141.02 Unrealized +42.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $6,080 Shares 19 Est. Cost $325723.70 Unrealized -5.8%
VXUS VANGUARD STAR FDS 1.9%
Value ($000) $5,953 Shares 114,115 Est. Cost $43.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $3,415 Shares 16,037 Est. Cost $208.26 Unrealized -1.8%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $3,198 Shares 73,959 Est. Cost $41.79 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $2,959 Shares 25,547 Est. Cost $95.02 Unrealized +11.5%
AMZN AMAZON COM INC 0.9%
Value ($000) $2,884 Shares 916 Est. Cost $91.79 Unrealized +71.8%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $2,792 Shares 20,089 Est. Cost $105.24 Unrealized +10.6%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $2,306 Shares 8,307 Est. Cost $50.46 Unrealized +19.5%
AGG ISHARES TR 0.7%
Value ($000) $2,077 Shares 17,596 Est. Cost $112.37 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,928 Shares 8,471 Est. Cost $190.50 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $1,907 Shares 4,319 Est. Cost $298.40 Unrealized +36.5%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,850 Shares 12,423 Est. Cost $114.10 Unrealized +11.3%
CRM SALESFORCE COM INC 0.5%
Value ($000) $1,696 Shares 6,750 Est. Cost $156.85 Unrealized +37.9%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,643 Shares 17,062 Est. Cost $107.11 Unrealized -20.2%
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,533 Shares 7,356 Est. Cost $194.05 Unrealized -5.4%
ABT ABBOTT LABS 0.5%
Value ($000) $1,519 Shares 13,956 Est. Cost $75.30 Unrealized +22.6%
GOOG ALPHABET INC 0.5%
Value ($000) $1,517 Shares 1,032 Est. Cost $64.05 Unrealized +18.2%
PEP PEPSICO INC 0.5%
Value ($000) $1,503 Shares 10,843 Est. Cost $112.77 Unrealized +2.1%
MMM 3M CO 0.5%
Value ($000) $1,412 Shares 8,817 Est. Cost $111.76 Unrealized -1.2%
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $1,283 Shares 4,120 Est. Cost $244.22 Unrealized
RJF RAYMOND JAMES FINL INC 0.4%
Value ($000) $1,258 Shares 17,294 Est. Cost $52.47 Unrealized -14.8%
CACC CREDIT ACCEP CORP MICH 0.4%
Value ($000) $1,243 Shares 3,670 Est. Cost $440.56 Unrealized -4.5%
KO COCA COLA CO 0.4%
Value ($000) $1,211 Shares 24,525 Est. Cost $44.53 Unrealized -8.4%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,146 Shares 14,848 Est. Cost $59.11 Unrealized +13.9%
IJH ISHARES TR 0.4%
Value ($000) $1,144 Shares 6,176 Est. Cost $194.46 Unrealized
MRK MERCK & CO. INC 0.4%
Value ($000) $1,119 Shares 13,496 Est. Cost $67.45 Unrealized -2.3%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $1,108 Shares 4,583 Est. Cost $183.82 Unrealized +17.9%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,107 Shares 6,498 Est. Cost $163.59 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,107 Shares 15,370 Est. Cost $89.27 Unrealized -25.5%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,037 Shares 9,925 Est. Cost $109.80 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $971 Shares 5,028 Est. Cost $146.31 Unrealized +14.3%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $962 Shares 16,171 Est. Cost $42.72 Unrealized -0.3%
ABBV ABBVIE INC 0.3%
Value ($000) $953 Shares 10,875 Est. Cost $64.67 Unrealized +18.0%
UNP UNION PAC CORP 0.3%
Value ($000) $943 Shares 4,792 Est. Cost $150.13 Unrealized +9.8%
MCD MCDONALDS CORP 0.3%
Value ($000) $888 Shares 4,046 Est. Cost $171.90 Unrealized +5.5%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $877 Shares 5,604 Est. Cost $148.10 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $875 Shares 8,732 Est. Cost $110.13 Unrealized -16.6%
CERNER CORP 0.3%
Value ($000) $867 Shares 12,000 Est. Cost $73.36 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $863 Shares 12,665 Est. Cost $68.25 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $794 Shares 12,876 Est. Cost $42.80 Unrealized +21.8%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $734 Shares 6,970 Est. Cost $91.97 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $723 Shares 12,592 Est. Cost $57.16 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $698 Shares 2,513 Est. Cost $195.38 Unrealized +21.6%
MCK MCKESSON CORP 0.2%
Value ($000) $678 Shares 4,555 Est. Cost $135.52 Unrealized +8.3%
DHR DANAHER CORPORATION 0.2%
Value ($000) $651 Shares 3,021 Est. Cost $123.18 Unrealized +41.0%
IWN ISHARES TR 0.2%
Value ($000) $629 Shares 6,328 Est. Cost $92.11 Unrealized
T AT&T INC 0.2%
Value ($000) $617 Shares 21,624 Est. Cost $18.63 Unrealized -16.5%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $603 Shares 1,671 Est. Cost $246.86 Unrealized +36.7%
PFE PFIZER INC 0.2%
Value ($000) $589 Shares 16,054 Est. Cost $26.67 Unrealized +1.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $569 Shares 1,700 Est. Cost $265.91 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $568 Shares 3,625 Est. Cost $151.89 Unrealized -10.2%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $566 Shares 2,634 Est. Cost $151.55 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $566 Shares 3,780 Est. Cost $161.06 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $562 Shares 84,423 Est. Cost $6.63 Unrealized -22.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $560 Shares 4,110 Est. Cost $131.26 Unrealized -4.8%
IJR ISHARES TR 0.2%
Value ($000) $551 Shares 7,851 Est. Cost $59.10 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $545 Shares 8,319 Est. Cost $62.82 Unrealized -6.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $541 Shares 13,731 Est. Cost $38.51 Unrealized -3.8%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $533 Shares 3,023 Est. Cost $132.14 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $507 Shares 3,123 Est. Cost $128.41 Unrealized +2.1%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $500 Shares 10,102 Est. Cost $62.52 Unrealized -29.6%
TSLA TESLA INC 0.2%
Value ($000) $496 Shares 1,155 Est. Cost $100.55 Unrealized +17.4%
DTE DTE ENERGY CO 0.2%
Value ($000) $481 Shares 4,185 Est. Cost $87.47 Unrealized -6.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $460 Shares 2,762 Est. Cost $92.52 Unrealized +26.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $457 Shares 3,680 Est. Cost $135.49 Unrealized -9.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $423 Shares 12,324 Est. Cost $51.86 Unrealized -37.7%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $411 Shares 10,060 Est. Cost $43.75 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $394 Shares 1,322 Est. Cost $195.11 Unrealized +29.0%
EFV ISHARES TR 0.1%
Value ($000) $389 Shares 9,632 Est. Cost $35.67 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $386 Shares 3,153 Est. Cost $99.98 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $381 Shares 1,722 Est. Cost $166.41 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $376 Shares 751 Est. Cost $32.65 Unrealized +52.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $361 Shares 2,967 Est. Cost $99.75 Unrealized -5.9%
AMGN AMGEN INC 0.1%
Value ($000) $354 Shares 1,391 Est. Cost $186.85 Unrealized +12.1%
AON AON PLC 0.1%
Value ($000) $352 Shares 1,706 Est. Cost $178.56 Unrealized +7.4%
IVV ISHARES TR 0.1%
Value ($000) $344 Shares 1,023 Est. Cost $323.56 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $343 Shares 1,099 Est. Cost $251.91 Unrealized +11.6%
DOV DOVER CORP 0.1%
Value ($000) $333 Shares 3,076 Est. Cost $98.38 Unrealized +1.4%
V VISA INC 0.1%
Value ($000) $332 Shares 1,658 Est. Cost $175.77 Unrealized +9.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $327 Shares 4,355 Est. Cost $60.01 Unrealized -1.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $309 Shares 3,260 Est. Cost $59.46 Unrealized +28.7%
EFA ISHARES TR 0.1%
Value ($000) $307 Shares 4,830 Est. Cost $69.44 Unrealized
DAN DANA INCORPORATED 0.1%
Value ($000) $296 Shares 24,000 Est. Cost $14.55 Unrealized -21.4%
ETN EATON CORP PLC 0.1%
Value ($000) $290 Shares 2,846 Est. Cost $80.92 Unrealized +10.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $285 Shares 4,726 Est. Cost $45.19 Unrealized +7.5%
BA BOEING CO 0.1%
Value ($000) $278 Shares 1,684 Est. Cost $351.04 Unrealized -51.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $271 Shares 5,863 Est. Cost $37.68 Unrealized -0.2%
WMT WALMART INC 0.1%
Value ($000) $266 Shares 1,899 Est. Cost $36.25 Unrealized +14.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $261 Shares 1,182 Est. Cost $166.41 Unrealized +22.4%
USB US BANCORP DEL 0.1%
Value ($000) $255 Shares 7,118 Est. Cost $44.13 Unrealized -34.4%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $255 Shares 3,047 Est. Cost $66.48 Unrealized +5.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $251 Shares 171 Est. Cost $66.41 Unrealized +13.9%
AVGO BROADCOM INC 0.1%
Value ($000) $250 Shares 686 Est. Cost $24.85 Unrealized +19.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $250 Shares 2,403 Est. Cost $92.57 Unrealized -6.8%
EQIX EQUINIX INC 0.1%
Value ($000) $228 Shares 300 Est. Cost $610.76 Unrealized +11.9%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $227 Shares 2,237 Est. Cost $119.23 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $226 Shares 2,825 Est. Cost $93.20 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $223 Shares 802 Est. Cost $212.61 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $218 Shares 1,000 Est. Cost $165.88 Unrealized +15.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $217 Shares 23,631 Est. Cost $10.97 Unrealized -33.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $215 Shares 2,425 Est. Cost $71.81 Unrealized -7.1%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $214 Shares 1,183 Est. Cost $149.60 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $211 Shares 1,741 Est. Cost $80.88 Unrealized +29.4%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $211 Shares 5,230 Est. Cost $38.24 Unrealized
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $200 Shares 3,406 Est. Cost $66.14 Unrealized -3.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $197 Shares 870 Est. Cost $174.89 Unrealized +21.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $195 Shares 508 Est. Cost $325.54 Unrealized +1.1%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $193 Shares 900 Est. Cost $165.56 Unrealized +8.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $183 Shares 1,076 Est. Cost $170.78 Unrealized -8.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $182 Shares 3,351 Est. Cost $53.84 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $182 Shares 3,360 Est. Cost $49.50 Unrealized -12.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $180 Shares 772 Est. Cost $222.67 Unrealized +1.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $176 Shares 1,068 Est. Cost $142.86 Unrealized -6.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $173 Shares 3,002 Est. Cost $54.55 Unrealized -1.6%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $168 Shares 1,063 Est. Cost $135.72 Unrealized +15.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $167 Shares 1,667 Est. Cost $85.15 Unrealized +8.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $167 Shares 4,326 Est. Cost $28.79 Unrealized -5.6%
PSA PUBLIC STORAGE 0.1%
Value ($000) $165 Shares 741 Est. Cost $169.71 Unrealized -4.4%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $164 Shares 1,317 Est. Cost $91.51 Unrealized +21.6%
TJX TJX COS INC NEW 0.1%
Value ($000) $160 Shares 2,881 Est. Cost $48.30 Unrealized +3.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $158 Shares 2,749 Est. Cost $45.89 Unrealized +5.8%
IYW ISHARES TR 0.0%
Value ($000) $146 Shares 486 Est. Cost $232.51 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $145 Shares 1,015 Est. Cost $103.41 Unrealized +13.0%
CME CME GROUP INC 0.0%
Value ($000) $144 Shares 862 Est. Cost $161.68 Unrealized -15.7%
IHS MARKIT LTD 0.0%
Value ($000) $143 Shares 1,820 Est. Cost $78.56 Unrealized
RMAX RE MAX HLDGS INC 0.0%
Value ($000) $142 Shares 4,325 Est. Cost $30.57 Unrealized -1.7%
BBY BEST BUY INC 0.0%
Value ($000) $140 Shares 1,257 Est. Cost $60.88 Unrealized +34.4%
IWF ISHARES TR 0.0%
Value ($000) $137 Shares 631 Est. Cost $155.24 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $135 Shares 1,431 Est. Cost $86.39 Unrealized -5.3%
PPG PPG INDS INC 0.0%
Value ($000) $134 Shares 1,098 Est. Cost $112.51 Unrealized -6.4%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $126 Shares 3,228 Est. Cost $36.52 Unrealized +1.5%
CLX CLOROX CO DEL 0.0%
Value ($000) $120 Shares 573 Est. Cost $124.55 Unrealized +51.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $107 Shares 1,350 Est. Cost $62.41 Unrealized -0.6%
EGP EASTGROUP PPTY INC 0.0%
Value ($000) $103 Shares 800 Est. Cost $132.50 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $101 Shares 872 Est. Cost $132.48 Unrealized -12.6%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $98 Shares 1,213 Est. Cost $93.62 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $98 Shares 3,745 Est. Cost $17.45 Unrealized +22.7%
ELV ANTHEM INC 0.0%
Value ($000) $94 Shares 349 Est. Cost $252.75 Unrealized -1.1%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $91 Shares 723 Est. Cost $112.51 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $87 Shares 1,455 Est. Cost $50.44 Unrealized +4.6%
IDXX IDEXX LABS INC 0.0%
Value ($000) $87 Shares 221 Est. Cost $262.69 Unrealized +40.7%
HEI HEICO CORP NEW 0.0%
Value ($000) $86 Shares 821 Est. Cost $123.07 Unrealized -16.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $86 Shares 1,375 Est. Cost $47.48 Unrealized +18.9%
VIVINT SOLAR INC 0.0%
Value ($000) $85 Shares 2,000 Est. Cost $7.50 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $84 Shares 1,055 Est. Cost $78.03 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $83 Shares 2,703 Est. Cost $17.13 Unrealized +53.9%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $82 Shares 230 Est. Cost $272.37 Unrealized +13.5%
IWY ISHARES TR 0.0%
Value ($000) $82 Shares 672 Est. Cost $97.47 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $82 Shares 2,738 Est. Cost $43.20 Unrealized -27.2%
INTC INTEL CORP 0.0%
Value ($000) $81 Shares 1,559 Est. Cost $49.01 Unrealized -5.1%
USRT ISHARES TR 0.0%
Value ($000) $81 Shares 1,850 Est. Cost $43.24 Unrealized
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $36.50 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $77 Shares 890 Est. Cost $151.28 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $76 Shares 1,300 Est. Cost $54.76 Unrealized
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $75 Shares 900 Est. Cost $63.57 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $75 Shares 1,428 Est. Cost $53.48 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $75 Shares 477 Est. Cost $100.73 Unrealized +17.8%
MCO MOODYS CORP 0.0%
Value ($000) $72 Shares 250 Est. Cost $211.12 Unrealized +29.3%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $71 Shares 2,264 Est. Cost $33.55 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $69 Shares 2,348 Est. Cost $47.79 Unrealized -36.9%
PPL PPL CORP 0.0%
Value ($000) $68 Shares 2,498 Est. Cost $25.91 Unrealized -16.3%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $64 Shares 230 Est. Cost $286.96 Unrealized
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $64 Shares 1,180 Est. Cost $55.58 Unrealized -12.1%
DVY ISHARES TR 0.0%
Value ($000) $62 Shares 765 Est. Cost $105.88 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $62 Shares 800 Est. Cost $71.41 Unrealized -14.9%
META FACEBOOK INC 0.0%
Value ($000) $61 Shares 232 Est. Cost $196.14 Unrealized +30.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $60 Shares 758 Est. Cost $77.81 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $59 Shares 200 Est. Cost $209.32 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $59 Shares 1,005 Est. Cost $57.74 Unrealized -9.3%
WDFC WD-40 CO 0.0%
Value ($000) $57 Shares 300 Est. Cost $174.18 Unrealized +3.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $56 Shares 3,547 Est. Cost $28.19 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $56 Shares 535 Est. Cost $85.88 Unrealized +13.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $55 Shares 400 Est. Cost $155.87 Unrealized -15.9%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $55 Shares 268 Est. Cost $192.92 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $54 Shares 587 Est. Cost $84.25 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $53 Shares 1,859 Est. Cost $37.07 Unrealized -32.5%
MBB ISHARES TR 0.0%
Value ($000) $53 Shares 482 Est. Cost $107.88 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $28.16 Unrealized -5.7%
IJJ ISHARES TR 0.0%
Value ($000) $51 Shares 375 Est. Cost $170.67 Unrealized
MBWM MERCANTILE BANK CORP 0.0%
Value ($000) $50 Shares 2,784 Est. Cost $27.83 Unrealized -38.5%
HSY HERSHEY CO 0.0%
Value ($000) $48 Shares 334 Est. Cost $127.69 Unrealized -2.2%
CACI CACI INTL INC 0.0%
Value ($000) $48 Shares 225 Est. Cost $232.74 Unrealized -7.1%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $47 Shares 941 Est. Cost $53.47 Unrealized
CSX CSX CORP 0.0%
Value ($000) $47 Shares 600 Est. Cost $21.76 Unrealized +5.5%
GOLD TRUST 0.0%
Value ($000) $47 Shares 2,600 Est. Cost $14.62 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $47 Shares 1,095 Est. Cost $54.32 Unrealized -24.5%
LOW LOWES COS INC 0.0%
Value ($000) $45 Shares 273 Est. Cost $102.13 Unrealized +36.9%
EEM ISHARES TR 0.0%
Value ($000) $45 Shares 1,013 Est. Cost $36.89 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $45 Shares 91 Est. Cost $294.23 Unrealized +58.1%
CMA COMERICA INC 0.0%
Value ($000) $45 Shares 1,182 Est. Cost $50.64 Unrealized -41.3%
WIP SPDR SER TR 0.0%
Value ($000) $44 Shares 817 Est. Cost $55.08 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $43 Shares 365 Est. Cost $82.72 Unrealized +15.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $43 Shares 305 Est. Cost $144.67 Unrealized -13.6%
EMLC VANECK VECTORS ETF TR 0.0%
Value ($000) $42 Shares 1,347 Est. Cost $34.15 Unrealized
II-VI INC 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $34.00 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $40 Shares 1,200 Est. Cost $17.09 Unrealized
DOW DOW INC 0.0%
Value ($000) $40 Shares 858 Est. Cost $33.78 Unrealized -0.9%
AFL AFLAC INC 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $45.85 Unrealized -30.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $39 Shares 653 Est. Cost $55.13 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $39 Shares 1,620 Est. Cost $25.29 Unrealized -13.7%
KELLOGG CO 0.0%
Value ($000) $39 Shares 600 Est. Cost $48.55 Unrealized +7.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $39 Shares 636 Est. Cost $51.97 Unrealized +0.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $38 Shares 687 Est. Cost $49.49 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $38 Shares 361 Est. Cost $104.33 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $37 Shares 1,256 Est. Cost $39.01 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $37 Shares 250 Est. Cost $123.01 Unrealized +3.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $36 Shares 652 Est. Cost $21.62 Unrealized -2.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $36 Shares 784 Est. Cost $35.73 Unrealized +5.3%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $36 Shares 613 Est. Cost $56.77 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $35 Shares 580 Est. Cost $53.80 Unrealized -16.2%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $33 Shares 611 Est. Cost $54.12 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $33 Shares 296 Est. Cost $102.27 Unrealized -0.9%
MAG SILVER CORP 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $14.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $32 Shares 1,067 Est. Cost $33.88 Unrealized -20.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $32 Shares 248 Est. Cost $125.00 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $31 Shares 210 Est. Cost $136.16 Unrealized -7.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $30 Shares 109 Est. Cost $245.61 Unrealized +12.3%
TWITTER INC 0.0%
Value ($000) $30 Shares 683 Est. Cost $32.21 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $30 Shares 89 Est. Cost $280.87 Unrealized +12.4%
LLY LILLY ELI & CO 0.0%
Value ($000) $30 Shares 200 Est. Cost $113.90 Unrealized +28.0%
XYL XYLEM INC 0.0%
Value ($000) $30 Shares 352 Est. Cost $72.41 Unrealized +1.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $29 Shares 61 Est. Cost $98.68 Unrealized +224.1%
EIX EDISON INTL 0.0%
Value ($000) $29 Shares 570 Est. Cost $53.69 Unrealized -22.3%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $29 Shares 2,074 Est. Cost $19.10 Unrealized -25.0%
ADSK AUTODESK INC 0.0%
Value ($000) $28 Shares 120 Est. Cost $162.05 Unrealized +46.6%
GLW CORNING INC 0.0%
Value ($000) $28 Shares 849 Est. Cost $25.27 Unrealized +5.5%
ZTS ZOETIS INC 0.0%
Value ($000) $27 Shares 163 Est. Cost $120.11 Unrealized +22.1%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $27 Shares 184 Est. Cost $110.71 Unrealized +11.5%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $27 Shares 800 Est. Cost $62.50 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $27 Shares 234 Est. Cost $87.59 Unrealized +6.7%
TCF FINL CORP 0.0%
Value ($000) $27 Shares 1,158 Est. Cost $46.63 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $27 Shares 250 Est. Cost $120.17 Unrealized -26.2%
NOW SERVICENOW INC 0.0%
Value ($000) $26 Shares 53 Est. Cost $52.68 Unrealized +69.5%
BHP BHP GROUP LTD 0.0%
Value ($000) $26 Shares 500 Est. Cost $54.00 Unrealized
BKF ISHARES INC 0.0%
Value ($000) $26 Shares 566 Est. Cost $45.94 Unrealized
DIAMONDPEAK HLDGS COR 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $26 Shares 300 Est. Cost $48.33 Unrealized +27.6%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $26 Shares 721 Est. Cost $40.22 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $26 Shares 177 Est. Cost $120.35 Unrealized +7.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $25 Shares 2,054 Est. Cost $9.78 Unrealized +34.8%
WELL WELLTOWER INC 0.0%
Value ($000) $24 Shares 433 Est. Cost $71.12 Unrealized -33.5%
RWR SPDR SER TR 0.0%
Value ($000) $23 Shares 300 Est. Cost $101.67 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $22 Shares 404 Est. Cost $56.93 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $22 Shares 111 Est. Cost $103.97 Unrealized +80.7%
EXC EXELON CORP 0.0%
Value ($000) $21 Shares 589 Est. Cost $26.02 Unrealized -15.8%
TOTAL SE 0.0%
Value ($000) $21 Shares 600 Est. Cost $54.99 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $21 Shares 176 Est. Cost $136.36 Unrealized
XILINX INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $94.15 Unrealized
ACM AECOM 0.0%
Value ($000) $21 Shares 500 Est. Cost $39.85 Unrealized -8.0%
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $20 Shares 2,500 Est. Cost $5.75 Unrealized +28.4%
MRNA MODERNA INC 0.0%
Value ($000) $20 Shares 288 Est. Cost $52.56 Unrealized +32.7%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $20 Shares 197 Est. Cost $66.93 Unrealized +23.5%
TIFFANY & CO NEW 0.0%
Value ($000) $20 Shares 176 Est. Cost $136.36 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $20 Shares 230 Est. Cost $66.33 Unrealized +28.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $20 Shares 695 Est. Cost $24.86 Unrealized -11.5%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $20 Shares 250 Est. Cost $50.36 Unrealized +33.0%
BP BP PLC 0.0%
Value ($000) $19 Shares 1,110 Est. Cost $36.38 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $19 Shares 250 Est. Cost $64.00 Unrealized
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 724 Est. Cost $26.67 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $19 Shares 250 Est. Cost $68.70 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $19 Shares 829 Est. Cost $44.70 Unrealized -51.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $18 Shares 213 Est. Cost $72.14 Unrealized -1.9%
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $18 Shares 183 Est. Cost $104.17 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $18 Shares 37 Est. Cost $343.80 Unrealized +35.4%
IYF ISHARES TR 0.0%
Value ($000) $18 Shares 155 Est. Cost $135.48 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $18 Shares 156 Est. Cost $76.01 Unrealized +40.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $18 Shares 34 Est. Cost $5.18 Unrealized +124.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $17 Shares 557 Est. Cost $50.84 Unrealized -44.8%
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $17 Shares 405 Est. Cost $21.71 Unrealized +12.2%
CI CIGNA CORP NEW 0.0%
Value ($000) $17 Shares 99 Est. Cost $170.55 Unrealized -5.6%
TE CONNECTIVITY LTD 0.0%
Value ($000) $16 Shares 168 Est. Cost $95.24 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $30.72 Unrealized -46.2%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $16 Shares 96 Est. Cost $117.88 Unrealized +9.5%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $16 Shares 3,000 Est. Cost $7.00 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $16 Shares 2,615 Est. Cost $11.13 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $15 Shares 52 Est. Cost $277.46 Unrealized +0.5%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $15 Shares 167 Est. Cost $83.83 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $15 Shares 21 Est. Cost $187.24 Unrealized +19.9%
JBL JABIL INC 0.0%
Value ($000) $14 Shares 410 Est. Cost $37.26 Unrealized -12.2%
BLACKROCK INC 0.0%
Value ($000) $14 Shares 25 Est. Cost $536.00 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $14 Shares 1,021 Est. Cost $19.03 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $14 Shares 308 Est. Cost $38.02 Unrealized +13.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $14 Shares 219 Est. Cost $55.39 Unrealized +1.3%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $13 Shares 332 Est. Cost $47.18 Unrealized -9.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $13 Shares 18 Est. Cost $173.90 Unrealized +19.8%
CALAMOS STRATEGIC TOTL RETN 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $10.00 Unrealized
FLAGSTAR BANCORP INC 0.0%
Value ($000) $13 Shares 428 Est. Cost $37.38 Unrealized
HPQ HP INC 0.0%
Value ($000) $13 Shares 695 Est. Cost $15.31 Unrealized -1.0%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $18.49 Unrealized +5.3%
BEEM BEAM GLOBAL 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.58 Unrealized 0.0%
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $5.50 Unrealized
WESTROCK CO 0.0%
Value ($000) $12 Shares 345 Est. Cost $34.78 Unrealized
CREE INC 0.0%
Value ($000) $11 Shares 177 Est. Cost $45.20 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $11 Shares 370 Est. Cost $24.92 Unrealized +6.3%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.53 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $10 Shares 180 Est. Cost $41.05 Unrealized +24.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $10 Shares 520 Est. Cost $15.40 Unrealized 0.0%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 160 Est. Cost $31.25 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $10 Shares 226 Est. Cost $15.30 Unrealized +31.1%
BLACKROCK MUN 2020 TERM TR 0.0%
Value ($000) $10 Shares 650 Est. Cost $15.38 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $10 Shares 120 Est. Cost $53.02 Unrealized +40.0%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $10 Shares 205 Est. Cost $58.25 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $333.72 Unrealized 0.0%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $62.38 Unrealized -11.9%
SPIB SPDR SER TR 0.0%
Value ($000) $10 Shares 259 Est. Cost $34.75 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $9 Shares 100 Est. Cost $88.19 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $9 Shares 28 Est. Cost $303.09 Unrealized +13.7%
FNB F N B CORP 0.0%
Value ($000) $9 Shares 1,385 Est. Cost $9.60 Unrealized -37.8%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $9 Shares 185 Est. Cost $62.29 Unrealized -15.0%
MET METLIFE INC 0.0%
Value ($000) $9 Shares 237 Est. Cost $38.76 Unrealized -17.4%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $9 Shares 620 Est. Cost $14.52 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $9 Shares 46 Est. Cost $177.66 Unrealized +2.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $9 Shares 108 Est. Cost $29.37 Unrealized +34.5%
FIAT CHRYSLER AUTOMOBILES N 0.0%
Value ($000) $9 Shares 700 Est. Cost $12.04 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $9 Shares 292 Est. Cost $30.82 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $9 Shares 70 Est. Cost $123.02 Unrealized
CITRIX SYS INC 0.0%
Value ($000) $8 Shares 61 Est. Cost $114.75 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $8 Shares 53 Est. Cost $108.00 Unrealized +18.4%
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.82 Unrealized +4.3%
TAUBMAN CTRS INC 0.0%
Value ($000) $8 Shares 249 Est. Cost $32.13 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $8 Shares 352 Est. Cost $22.34 Unrealized -13.3%
LINDE PLC 0.0%
Value ($000) $8 Shares 35 Est. Cost $191.20 Unrealized
KNX KNIGHT SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $8 Shares 187 Est. Cost $34.46 Unrealized +20.3%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $8 Shares 97 Est. Cost $61.86 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $8 Shares 60 Est. Cost $96.52 Unrealized +37.3%
LANNET INC 0.0%
Value ($000) $8 Shares 1,250 Est. Cost $8.80 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $7 Shares 695 Est. Cost $13.11 Unrealized -38.4%
ENVESTNET INC 0.0%
Value ($000) $7 Shares 88 Est. Cost $69.15 Unrealized
SONY SONY CORP 0.0%
Value ($000) $7 Shares 85 Est. Cost $82.35 Unrealized
CZWI CITIZENS CMNTY BANCORP INC M 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $10.15 Unrealized -39.9%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $7 Shares 123 Est. Cost $53.61 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $7 Shares 38 Est. Cost $145.77 Unrealized +21.3%
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $4.40 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $7 Shares 57 Est. Cost $129.03 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $7 Shares 39 Est. Cost $104.04 Unrealized +38.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $170.74 Unrealized -2.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $6 Shares 64 Est. Cost $83.88 Unrealized -0.6%
ALV AUTOLIV INC 0.0%
Value ($000) $6 Shares 82 Est. Cost $71.21 Unrealized -12.2%
UNILEVER PLC 0.0%
Value ($000) $6 Shares 102 Est. Cost $54.41 Unrealized
AXGN AXOGEN INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.78 Unrealized -21.4%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $6 Shares 29 Est. Cost $244.35 Unrealized -11.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $6 Shares 48 Est. Cost $105.30 Unrealized +16.0%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $6 Shares 370 Est. Cost $16.49 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $6 Shares 106 Est. Cost $54.25 Unrealized +14.5%
SCI SERVICE CORP INTL 0.0%
Value ($000) $6 Shares 149 Est. Cost $45.11 Unrealized -5.4%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $6 Shares 78 Est. Cost $82.47 Unrealized -3.7%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $6 Shares 221 Est. Cost $23.11 Unrealized -3.4%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $59.58 Unrealized -6.8%
SNY SANOFI 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.50 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $187.49 Unrealized -4.5%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $5 Shares 76 Est. Cost $106.50 Unrealized -54.5%
IWV ISHARES TR 0.0%
Value ($000) $5 Shares 26 Est. Cost $192.31 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $26.83 Unrealized +13.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $5 Shares 463 Est. Cost $36.00 Unrealized -63.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $5 Shares 400 Est. Cost $24.50 Unrealized -48.3%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $5 Shares 160 Est. Cost $40.34 Unrealized 0.0%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 147 Est. Cost $34.01 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $5 Shares 163 Est. Cost $43.69 Unrealized -37.5%
DISCOVER FINL SVCS 0.0%
Value ($000) $5 Shares 78 Est. Cost $89.74 Unrealized
HOSTESS BRANDS INC 0.0%
Value ($000) $4 Shares 305 Est. Cost $13.11 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $119.29 Unrealized -14.1%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $4 Shares 31 Est. Cost $109.04 Unrealized +18.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $4 Shares 132 Est. Cost $49.65 Unrealized
AME AMETEK INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $88.69 Unrealized +5.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.18 Unrealized -19.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 180 Est. Cost $33.33 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $4 Shares 114 Est. Cost $46.85 Unrealized -33.4%
CTAS CINTAS CORP 0.0%
Value ($000) $4 Shares 11 Est. Cost $61.91 Unrealized +17.7%
ALLEGHANY CORP DEL 0.0%
Value ($000) $4 Shares 7 Est. Cost $857.14 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $164.57 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $4 Shares 7 Est. Cost $460.22 Unrealized +28.2%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $4 Shares 315 Est. Cost $12.70 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $4 Shares 51 Est. Cost $86.77 Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $60.42 Unrealized +3.4%
MKL MARKEL CORP 0.0%
Value ($000) $3 Shares 3 Est. Cost $1141.56 Unrealized -11.0%
HILLENBRAND INC 0.0%
Value ($000) $3 Shares 95 Est. Cost $21.77 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $3 Shares 15 Est. Cost $214.85 Unrealized -3.3%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $81.14 Unrealized +3.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 20 Est. Cost $26.36 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 104 Est. Cost $22.63 Unrealized +14.4%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $3 Shares 105 Est. Cost $41.86 Unrealized -37.6%
WRB BERKLEY W R CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $26.99 Unrealized -10.2%
TD AMERITRADE HLDG CORP 0.0%
Value ($000) $3 Shares 75 Est. Cost $53.33 Unrealized
SUPERIOR INDS INTL INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $3.50 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 71 Est. Cost $36.99 Unrealized -20.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $3 Shares 25 Est. Cost $109.22 Unrealized +11.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $23.85 Unrealized +19.9%
HYG ISHARES TR 0.0%
Value ($000) $3 Shares 38 Est. Cost $80.00 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $3 Shares 29 Est. Cost $68.97 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $3 Shares 49 Est. Cost $61.22 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $3 Shares 16 Est. Cost $154.22 Unrealized +19.2%
DDOG DATADOG INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $35.97 Unrealized +142.0%
POST POST HLDGS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.00 Unrealized -13.5%
ATHERSYS INC NEW 0.0%
Value ($000) $3 Shares 1,742 Est. Cost $1.15 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2 Shares 38 Est. Cost $73.62 Unrealized -42.1%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $2 Shares 80 Est. Cost $62.50 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $2 Shares 24 Est. Cost $161.78 Unrealized -44.4%
RRC RANGE RES CORP 0.0%
Value ($000) $2 Shares 287 Est. Cost $4.03 Unrealized +79.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $67.37 Unrealized -25.2%
PCG PG&E CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.47 Unrealized +8.2%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 29 Est. Cost $65.20 Unrealized
SOHU SOHU COM LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $2 Shares 36 Est. Cost $68.51 Unrealized -26.4%
URA GLOBAL X FDS 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
GGG GRACO INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $44.16 Unrealized +18.3%
IEV ISHARES TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
APACHE CORP 0.0%
Value ($000) $2 Shares 262 Est. Cost $26.24 Unrealized
DISCOVERY INC 0.0%
Value ($000) $2 Shares 120 Est. Cost $33.33 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $25.10 Unrealized -1.7%
SITE CTRS CORP 0.0%
Value ($000) $1 Shares 125 Est. Cost $16.00 Unrealized
CRESTWOOD EQUITY PARTNERS LP 0.0%
Value ($000) $1 Shares 87 Est. Cost $34.48 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $1 Shares 208 Est. Cost $14.42 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $54.11 Unrealized 0.0%
XTN SPDR SER TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.18 Unrealized -21.4%
DDS DILLARDS INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $53.95 Unrealized -59.9%
DISCOVERY INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $19.35 Unrealized
PERSPECTA INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.74 Unrealized -11.9%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $1 Shares 32 Est. Cost $29.43 Unrealized -8.1%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $177.99 Unrealized +6.7%
ALC ALCON AG 0.0%
Value ($000) $1 Shares 20 Est. Cost $56.56 Unrealized +2.5%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.81 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $1 Shares 21 Est. Cost $71.36 Unrealized -12.8%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 35 Est. Cost $50.00 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $108.52 Unrealized +17.0%
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 64 Est. Cost $27.81 Unrealized -20.1%
MAT MATTEL INC 0.0%
Value ($000) $1 Shares 97 Est. Cost $11.86 Unrealized -6.4%
TRI CONTL CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
FVRR FIVERR INTL LTD 0.0%
Value ($000) $1 Shares 7 Est. Cost $107.21 Unrealized 0.0%
TRANSENTERIX INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 54 Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 7 Est. Cost $87.36 Unrealized -43.8%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 27 Est. Cost $31.87 Unrealized -42.8%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ELECTRAMECCANICA VEHS CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
MNKD MANNKIND CORP 0.0%
Value ($000) $0 Shares 174 Est. Cost $1.28 Unrealized +35.2%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 130 Est. Cost $5.15 Unrealized -68.3%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
RETAIL VALUE INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
GAP GAP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.84 Unrealized -11.2%
USPH U S PHYSICAL THERAPY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.51 Unrealized -30.9%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.67 Unrealized +11.3%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DOCUMENT SEC SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.64 Unrealized -17.1%