Disciplined Investments, LLC Diversified Active

CIK: 0001812492 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 19, 2020

Total Value ($000): $105,117 (100.0% shares, 0.0% debt)

Holdings (443)

IWD ISHARES RUSSELL 1000 VALUE ETF 6.2%
Value ($000) $6,555 Shares 66,091 Est. Cost $135.24 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 5.8%
Value ($000) $6,136 Shares 40,733 Est. Cost $173.62 Unrealized
VNQ VANGUARD REAL ESTATE ETF 4.3%
Value ($000) $4,515 Shares 64,633 Est. Cost $91.07 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 3.6%
Value ($000) $3,797 Shares 38,005 Est. Cost $100.71 Unrealized
VCSH VANGUARD SHORT-TERM CORP BOND INDEX FUND 3.0%
Value ($000) $3,172 Shares 40,104 Est. Cost $81.03 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SEC ETF 2.6%
Value ($000) $2,777 Shares 58,017 Est. Cost $55.25 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 2.6%
Value ($000) $2,727 Shares 43,739 Est. Cost $60.83 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 2.4%
Value ($000) $2,567 Shares 57,259 Est. Cost $62.28 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.4%
Value ($000) $2,548 Shares 9,860 Est. Cost $320.83 Unrealized
VWOB VANGUARD EM MKTS GOVT BOND ETF 2.0%
Value ($000) $2,058 Shares 29,237 Est. Cost $79.29 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.0%
Value ($000) $2,052 Shares 16,877 Est. Cost $141.55 Unrealized
EFA ISHARES MSCI EAFE ETF 1.9%
Value ($000) $2,049 Shares 38,325 Est. Cost $69.44 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS SH-TERM HY BOND ETF 1.9%
Value ($000) $1,946 Shares 82,612 Est. Cost $26.94 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 1.8%
Value ($000) $1,853 Shares 7,047 Est. Cost $366.65 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.7%
Value ($000) $1,819 Shares 25,578 Est. Cost $74.62 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.7%
Value ($000) $1,813 Shares 28,283 Est. Cost $79.16 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 1.6%
Value ($000) $1,675 Shares 39,034 Est. Cost $58.22 Unrealized
SPY SPDR S&P 500 ETF 1.6%
Value ($000) $1,657 Shares 6,428 Est. Cost $313.37 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.5%
Value ($000) $1,577 Shares 13,775 Est. Cost $158.72 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 1.5%
Value ($000) $1,557 Shares 15,577 Est. Cost $160.79 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 1.4%
Value ($000) $1,478 Shares 17,990 Est. Cost $80.60 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 1.3%
Value ($000) $1,336 Shares 15,653 Est. Cost $85.00 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.2%
Value ($000) $1,293 Shares 11,211 Est. Cost $114.59 Unrealized
VGK VANGUARD FTSE EUROPE ETF 1.2%
Value ($000) $1,254 Shares 28,973 Est. Cost $58.37 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORP BOND ETF 1.1%
Value ($000) $1,183 Shares 9,575 Est. Cost $124.44 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.1%
Value ($000) $1,130 Shares 31,674 Est. Cost $42.04 Unrealized
QQQ INVESCO QQQ TRUST 1.1%
Value ($000) $1,130 Shares 5,934 Est. Cost $212.67 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.1%
Value ($000) $1,115 Shares 33,237 Est. Cost $40.64 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.0%
Value ($000) $1,089 Shares 13,279 Est. Cost $128.59 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $1,000 Shares 6,323 Est. Cost $190.18 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $977 Shares 24,144 Est. Cost $51.50 Unrealized
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SH-TERM MUNI ETF 0.9%
Value ($000) $974 Shares 19,923 Est. Cost $49.09 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.9%
Value ($000) $961 Shares 81,334 Est. Cost $16.56 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.9%
Value ($000) $958 Shares 30,094 Est. Cost $37.07 Unrealized
VTIP VANGUARD SH-TERM INFLATION-PROTECTED SEC ETF 0.9%
Value ($000) $898 Shares 18,425 Est. Cost $49.28 Unrealized
VGIT VANGUARD INTERM-TERM GOVT BOND ETF 0.8%
Value ($000) $885 Shares 12,541 Est. Cost $65.92 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.8%
Value ($000) $883 Shares 9,638 Est. Cost $117.04 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.8%
Value ($000) $867 Shares 17,791 Est. Cost $50.91 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.8%
Value ($000) $862 Shares 5,989 Est. Cost $202.76 Unrealized
WMT WALMART INC COM 0.8%
Value ($000) $848 Shares 7,466 Est. Cost $36.38 Unrealized -2.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.8%
Value ($000) $846 Shares 10,526 Est. Cost $90.70 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.7%
Value ($000) $782 Shares 12,946 Est. Cost $60.61 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.7%
Value ($000) $780 Shares 6,054 Est. Cost $130.87 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.7%
Value ($000) $757 Shares 7,124 Est. Cost $106.81 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.7%
Value ($000) $740 Shares 8,533 Est. Cost $84.64 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 0.6%
Value ($000) $655 Shares 12,517 Est. Cost $53.63 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.6%
Value ($000) $652 Shares 4,951 Est. Cost $165.47 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.6%
Value ($000) $637 Shares 4,503 Est. Cost $178.33 Unrealized
AAPL APPLE INC COM 0.6%
Value ($000) $615 Shares 2,418 Est. Cost $62.29 Unrealized +14.1%
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $593 Shares 5,030 Est. Cost $116.63 Unrealized
VCIT VANGUARD INTERM-TERM CORP BOND ETF 0.5%
Value ($000) $532 Shares 6,104 Est. Cost $91.31 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $527 Shares 15,438 Est. Cost $44.73 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.5%
Value ($000) $520 Shares 3,151 Est. Cost $189.76 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.5%
Value ($000) $520 Shares 15,774 Est. Cost $41.14 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.5%
Value ($000) $505 Shares 3,223 Est. Cost $172.03 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.5%
Value ($000) $481 Shares 4,379 Est. Cost $165.74 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.4%
Value ($000) $455 Shares 13,654 Est. Cost $37.69 Unrealized
BANF BANCFIRST CORP COM 0.4%
Value ($000) $447 Shares 13,400 Est. Cost $51.76 Unrealized -11.1%
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $446 Shares 4,637 Est. Cost $130.16 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.4%
Value ($000) $441 Shares 4,952 Est. Cost $101.54 Unrealized
PEP PEPSICO INC COM 0.4%
Value ($000) $428 Shares 3,568 Est. Cost $112.78 Unrealized -0.0%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $425 Shares 5,322 Est. Cost $107.48 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.4%
Value ($000) $406 Shares 3,926 Est. Cost $123.24 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.4%
Value ($000) $393 Shares 3,317 Est. Cost $142.10 Unrealized
WIP SPDR CITI INTL GOV INFLATION-PROTECTED BOND ETF 0.4%
Value ($000) $373 Shares 7,650 Est. Cost $55.16 Unrealized
NUVEEN MUN VALUE FD INC COM 0.3%
Value ($000) $353 Shares 36,218 Est. Cost $10.58 Unrealized
REZ ISHARES RESIDENTIAL REAL ESTATE ETF 0.3%
Value ($000) $336 Shares 6,079 Est. Cost $75.34 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.3%
Value ($000) $318 Shares 2,307 Est. Cost $193.35 Unrealized
RWR SPDR DOW JONES REIT ETF 0.3%
Value ($000) $314 Shares 4,350 Est. Cost $101.93 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.3%
Value ($000) $307 Shares 8,403 Est. Cost $51.68 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $303 Shares 6,033 Est. Cost $51.12 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.3%
Value ($000) $295 Shares 3,833 Est. Cost $83.96 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.3%
Value ($000) $284 Shares 2,460 Est. Cost $136.82 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.3%
Value ($000) $274 Shares 3,085 Est. Cost $102.65 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $257 Shares 4,756 Est. Cost $49.26 Unrealized +6.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $254 Shares 896 Est. Cost $298.40 Unrealized +4.1%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.2%
Value ($000) $229 Shares 4,197 Est. Cost $53.19 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.2%
Value ($000) $225 Shares 1,494 Est. Cost $174.69 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $223 Shares 2,657 Est. Cost $115.71 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value ($000) $199 Shares 3,702 Est. Cost $69.21 Unrealized -7.8%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $191 Shares 1,200 Est. Cost $179.27 Unrealized -0.4%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value ($000) $189 Shares 3,746 Est. Cost $50.29 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $188 Shares 4,946 Est. Cost $52.07 Unrealized -19.2%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $187 Shares 1,209 Est. Cost $175.51 Unrealized
EMB ISHARES J.P. MORGAN USD EM MKTS BOND ETF 0.2%
Value ($000) $185 Shares 1,914 Est. Cost $114.47 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $183 Shares 2,030 Est. Cost $107.11 Unrealized -3.3%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $183 Shares 4,360 Est. Cost $44.17 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $183 Shares 4,143 Est. Cost $44.51 Unrealized +1.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $176 Shares 1,591 Est. Cost $99.82 Unrealized -1.5%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.2%
Value ($000) $167 Shares 933 Est. Cost $223.12 Unrealized
ALERIAN MLP ETF 0.2%
Value ($000) $161 Shares 46,756 Est. Cost $8.50 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $156 Shares 3,457 Est. Cost $46.82 Unrealized
KAYNE ANDERSON MDSTM ENERGY FD COM 0.1%
Value ($000) $154 Shares 46,385 Est. Cost $10.42 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $150 Shares 1,359 Est. Cost $105.18 Unrealized -1.3%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $149 Shares 1,134 Est. Cost $115.09 Unrealized +4.4%
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $145 Shares 917 Est. Cost $139.23 Unrealized +12.3%
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $139 Shares 3,648 Est. Cost $81.55 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $139 Shares 3,392 Est. Cost $46.04 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.1%
Value ($000) $133 Shares 3,689 Est. Cost $51.52 Unrealized
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $132 Shares 2,408 Est. Cost $59.17 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $130 Shares 2,315 Est. Cost $78.98 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $129 Shares 537 Est. Cost $50.17 Unrealized +8.2%
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX ETF 0.1%
Value ($000) $128 Shares 2,485 Est. Cost $52.43 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $127 Shares 3,221 Est. Cost $38.34 Unrealized -4.4%
HD HOME DEPOT INC COM 0.1%
Value ($000) $121 Shares 649 Est. Cost $194.79 Unrealized -2.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $121 Shares 1,067 Est. Cost $114.26 Unrealized
WISDOMTREE CONTINUOUS COMMODITY INDEX FUND 0.1%
Value ($000) $119 Shares 8,263 Est. Cost $18.83 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $114 Shares 1,249 Est. Cost $106.51 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $113 Shares 1,173 Est. Cost $133.88 Unrealized -7.7%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $113 Shares 1,704 Est. Cost $59.48 Unrealized +3.5%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $110 Shares 1,588 Est. Cost $92.93 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $108 Shares 1,917 Est. Cost $56.38 Unrealized
MBB ISHARES MBS ETF 0.1%
Value ($000) $103 Shares 932 Est. Cost $108.17 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.1%
Value ($000) $99 Shares 3,011 Est. Cost $44.95 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $97 Shares 700 Est. Cost $107.55 Unrealized +19.2%
VYM VANGUARD HIGH-DIVIDEND YIELD ETF 0.1%
Value ($000) $92 Shares 1,306 Est. Cost $83.18 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $91 Shares 470 Est. Cost $212.63 Unrealized
BIIB BIOGEN INC COM 0.1%
Value ($000) $88 Shares 277 Est. Cost $277.46 Unrealized +9.4%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $87 Shares 1,179 Est. Cost $106.02 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $85 Shares 1,172 Est. Cost $88.46 Unrealized -14.1%
TGT TARGET CORP COM 0.1%
Value ($000) $81 Shares 872 Est. Cost $99.77 Unrealized -4.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $75 Shares 412 Est. Cost $217.17 Unrealized -2.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $75 Shares 341 Est. Cost $284.46 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $73 Shares 910 Est. Cost $76.24 Unrealized +0.4%
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.1%
Value ($000) $72 Shares 3,186 Est. Cost $22.60 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $71 Shares 531 Est. Cost $128.55 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $71 Shares 914 Est. Cost $66.48 Unrealized +6.3%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $68 Shares 849 Est. Cost $90.25 Unrealized
SRE SEMPRA ENERGY COM 0.1%
Value ($000) $68 Shares 600 Est. Cost $59.96 Unrealized -2.6%
ABT ABBOTT LABS COM 0.1%
Value ($000) $66 Shares 840 Est. Cost $75.30 Unrealized +0.0%
MGV VANGUARD MEGA CAP VALUE ETF 0.1%
Value ($000) $66 Shares 996 Est. Cost $81.89 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $65 Shares 752 Est. Cost $99.90 Unrealized -1.6%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $64 Shares 3,105 Est. Cost $26.79 Unrealized
BMVP INVESCO DYNAMIC MARKET ETF 0.1%
Value ($000) $63 Shares 859 Est. Cost $98.95 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $63 Shares 540 Est. Cost $123.01 Unrealized -7.8%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.1%
Value ($000) $63 Shares 3,013 Est. Cost $27.88 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SM-CAP INDEX FUND 0.1%
Value ($000) $61 Shares 774 Est. Cost $110.71 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $61 Shares 803 Est. Cost $64.67 Unrealized +3.9%
PSK SPDR WELLS FARGO PREFERRED STOCK ETF 0.1%
Value ($000) $61 Shares 1,558 Est. Cost $43.40 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $59 Shares 1,107 Est. Cost $42.34 Unrealized -3.1%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.1%
Value ($000) $59 Shares 664 Est. Cost $87.59 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.1%
Value ($000) $58 Shares 710 Est. Cost $119.43 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value ($000) $56 Shares 2,085 Est. Cost $33.57 Unrealized
OKE ONEOK INC NEW COM 0.1%
Value ($000) $55 Shares 2,531 Est. Cost $47.69 Unrealized -13.6%
MRK MERCK & CO. INC COM 0.1%
Value ($000) $54 Shares 697 Est. Cost $67.55 Unrealized -3.6%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $54 Shares 600 Est. Cost $92.57 Unrealized -2.6%
AMGN AMGEN INC COM 0.1%
Value ($000) $54 Shares 264 Est. Cost $182.69 Unrealized -0.2%
FEZ SPDR EURO STOXX 50 ETF 0.1%
Value ($000) $53 Shares 1,809 Est. Cost $40.91 Unrealized
DUKE REALTY CORP COM NEW 0.1%
Value ($000) $53 Shares 1,623 Est. Cost $34.50 Unrealized
KEX KIRBY CORP COM 0.0%
Value ($000) $52 Shares 1,200 Est. Cost $82.85 Unrealized -17.9%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $52 Shares 1,181 Est. Cost $55.90 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $50 Shares 1,873 Est. Cost $38.97 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $50 Shares 300 Est. Cost $171.93 Unrealized -0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $50 Shares 322 Est. Cost $177.40 Unrealized -0.6%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $50 Shares 251 Est. Cost $194.15 Unrealized +1.5%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $49 Shares 439 Est. Cost $109.34 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $49 Shares 926 Est. Cost $53.70 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $48 Shares 7,019 Est. Cost $16.31 Unrealized -19.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $47 Shares 287 Est. Cost $178.00 Unrealized -0.5%
HUM HUMANA INC COM 0.0%
Value ($000) $47 Shares 150 Est. Cost $300.46 Unrealized +6.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $47 Shares 1,515 Est. Cost $46.45 Unrealized -11.8%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $46 Shares 530 Est. Cost $120.75 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $45 Shares 759 Est. Cost $55.49 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $44 Shares 176 Est. Cost $236.60 Unrealized +5.5%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $43 Shares 775 Est. Cost $62.56 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $43 Shares 1,400 Est. Cost $40.89 Unrealized -12.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $41 Shares 300 Est. Cost $151.07 Unrealized -10.8%
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $41 Shares 745 Est. Cost $63.26 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $41 Shares 1,285 Est. Cost $35.08 Unrealized
WDFC WD-40 CO COM 0.0%
Value ($000) $41 Shares 203 Est. Cost $171.13 Unrealized +0.3%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $39 Shares 850 Est. Cost $47.55 Unrealized -9.3%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $39 Shares 563 Est. Cost $92.35 Unrealized -9.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $38 Shares 1,325 Est. Cost $60.34 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $38 Shares 433 Est. Cost $102.63 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $38 Shares 1,573 Est. Cost $33.39 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $37 Shares 1,088 Est. Cost $37.19 Unrealized -3.1%
PFE PFIZER INC COM 0.0%
Value ($000) $37 Shares 1,148 Est. Cost $26.44 Unrealized -2.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $37 Shares 725 Est. Cost $56.55 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $37 Shares 1,198 Est. Cost $43.20 Unrealized -6.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $36 Shares 382 Est. Cost $78.44 Unrealized -6.3%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $36 Shares 727 Est. Cost $60.37 Unrealized
IVLU ISHARES EDGE MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $35 Shares 1,999 Est. Cost $21.09 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $35 Shares 1,211 Est. Cost $24.85 Unrealized +0.6%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $34 Shares 700 Est. Cost $61.43 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $33 Shares 1,277 Est. Cost $28.01 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $33 Shares 154 Est. Cost $241.83 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $33 Shares 2,316 Est. Cost $16.27 Unrealized -14.0%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $32 Shares 114 Est. Cost $271.52 Unrealized +2.3%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $31 Shares 711 Est. Cost $50.63 Unrealized
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $36.00 Unrealized
LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF 0.0%
Value ($000) $29 Shares 1,482 Est. Cost $20.24 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $29 Shares 85 Est. Cost $324.81 Unrealized +3.1%
T AT&T INC COM 0.0%
Value ($000) $29 Shares 996 Est. Cost $18.84 Unrealized -3.6%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $25.49 Unrealized +5.8%
ADSK AUTODESK INC COM 0.0%
Value ($000) $27 Shares 170 Est. Cost $162.05 Unrealized +13.3%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $27 Shares 300 Est. Cost $114.64 Unrealized -6.3%
RPM RPM INTL INC COM 0.0%
Value ($000) $27 Shares 446 Est. Cost $72.53 Unrealized -5.0%
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $26 Shares 2,186 Est. Cost $12.35 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $26 Shares 1,491 Est. Cost $15.76 Unrealized +4.6%
OGS ONE GAS INC COM 0.0%
Value ($000) $26 Shares 316 Est. Cost $91.47 Unrealized -3.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $26 Shares 317 Est. Cost $71.81 Unrealized +1.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $25 Shares 455 Est. Cost $63.74 Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $24 Shares 1,263 Est. Cost $27.71 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $23 Shares 159 Est. Cost $146.29 Unrealized +0.9%
AFL AFLAC INC COM 0.0%
Value ($000) $23 Shares 670 Est. Cost $45.85 Unrealized -13.5%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $23 Shares 550 Est. Cost $57.89 Unrealized -1.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $23 Shares 383 Est. Cost $75.72 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $22 Shares 1,332 Est. Cost $18.98 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $22 Shares 420 Est. Cost $42.83 Unrealized +1.1%
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $21 Shares 706 Est. Cost $30.95 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $21 Shares 380 Est. Cost $45.19 Unrealized +7.5%
HYEM VANECK VECTORS EM MKTS HY BOND ETF 0.0%
Value ($000) $21 Shares 1,054 Est. Cost $23.57 Unrealized
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $21.36 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $20 Shares 184 Est. Cost $143.23 Unrealized -0.2%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $20 Shares 184 Est. Cost $119.57 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $20 Shares 127 Est. Cost $146.93 Unrealized -0.2%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $20 Shares 203 Est. Cost $128.58 Unrealized -7.4%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $20 Shares 237 Est. Cost $92.83 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $19 Shares 36 Est. Cost $38.16 Unrealized +8.6%
CORNERSTONE BLDG BRANDS INC COM 0.0%
Value ($000) $19 Shares 4,119 Est. Cost $4.61 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $18 Shares 315 Est. Cost $71.36 Unrealized -12.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $18 Shares 344 Est. Cost $75.58 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $18 Shares 1,901 Est. Cost $12.22 Unrealized -11.3%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $18 Shares 444 Est. Cost $45.04 Unrealized +4.8%
GLW CORNING INC COM 0.0%
Value ($000) $18 Shares 900 Est. Cost $24.43 Unrealized -9.6%
FNDF SCHWAB FUNDAMENTAL INTL LARGE COMPANY INDEX 0.0%
Value ($000) $18 Shares 845 Est. Cost $28.40 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $17 Shares 128 Est. Cost $138.00 Unrealized -1.0%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $17 Shares 330 Est. Cost $51.04 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $17 Shares 117 Est. Cost $144.98 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $17 Shares 400 Est. Cost $44.44 Unrealized +0.3%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $17 Shares 788 Est. Cost $26.08 Unrealized -0.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $17 Shares 298 Est. Cost $73.83 Unrealized
IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN 0.0%
Value ($000) $17 Shares 365 Est. Cost $46.58 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $17 Shares 1,420 Est. Cost $28.37 Unrealized -19.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $17 Shares 223 Est. Cost $51.27 Unrealized +7.1%
IFGL ISHARES FTSE EPRA/NARIET DEV REIT EX-US INDEX FUND 0.0%
Value ($000) $16 Shares 740 Est. Cost $29.73 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.0%
Value ($000) $16 Shares 680 Est. Cost $32.35 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $16 Shares 171 Est. Cost $92.83 Unrealized -11.8%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $15 Shares 2,158 Est. Cost $10.16 Unrealized -3.7%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $15 Shares 306 Est. Cost $58.82 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $15 Shares 380 Est. Cost $39.47 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $15 Shares 304 Est. Cost $50.44 Unrealized -5.8%
BCE BCE INC COM NEW 0.0%
Value ($000) $15 Shares 366 Est. Cost $31.73 Unrealized -5.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 84 Est. Cost $177.58 Unrealized +2.5%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $15 Shares 955 Est. Cost $39.36 Unrealized -10.5%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $15 Shares 264 Est. Cost $56.82 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $15 Shares 444 Est. Cost $60.81 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $15 Shares 298 Est. Cost $60.40 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $15 Shares 153 Est. Cost $104.25 Unrealized +5.7%
TTMI TTM TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 1,321 Est. Cost $13.15 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $14 Shares 106 Est. Cost $144.98 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $14 Shares 343 Est. Cost $53.44 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $14 Shares 286 Est. Cost $62.82 Unrealized -8.1%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $13 Shares 46 Est. Cost $303.09 Unrealized -7.7%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 104 Est. Cost $144.23 Unrealized
KKR KKR & CO INC CL A 0.0%
Value ($000) $12 Shares 500 Est. Cost $26.76 Unrealized +1.2%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $12 Shares 6 Est. Cost $92.65 Unrealized +4.5%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $12 Shares 133 Est. Cost $125.00 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $12 Shares 173 Est. Cost $86.19 Unrealized -12.8%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $12 Shares 193 Est. Cost $93.26 Unrealized
CREE INC COM 0.0%
Value ($000) $12 Shares 345 Est. Cost $46.38 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $12 Shares 140 Est. Cost $17.23 Unrealized -5.1%
META FACEBOOK INC CL A 0.0%
Value ($000) $12 Shares 70 Est. Cost $192.35 Unrealized +1.1%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $12 Shares 286 Est. Cost $48.33 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $11 Shares 221 Est. Cost $46.70 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $162.02 Unrealized -1.5%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 250 Est. Cost $51.06 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $11 Shares 233 Est. Cost $59.74 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $11 Shares 735 Est. Cost $14.97 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $11 Shares 140 Est. Cost $44.04 Unrealized +6.4%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $10 Shares 99 Est. Cost $109.63 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $10 Shares 143 Est. Cost $62.41 Unrealized +1.1%
MMM 3M CO COM 0.0%
Value ($000) $10 Shares 74 Est. Cost $111.21 Unrealized -4.7%
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $10 Shares 287 Est. Cost $42.77 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $9 Shares 260 Est. Cost $45.16 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $9 Shares 255 Est. Cost $35.73 Unrealized -3.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 190 Est. Cost $57.89 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $9 Shares 69 Est. Cost $112.10 Unrealized 0.0%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $9 Shares 346 Est. Cost $26.01 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $9 Shares 93 Est. Cost $82.98 Unrealized 0.0%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $9 Shares 213 Est. Cost $37.56 Unrealized
WPX ENERGY INC COM 0.0%
Value ($000) $8 Shares 2,507 Est. Cost $5.34 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $8 Shares 589 Est. Cost $30.72 Unrealized -17.7%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $8 Shares 780 Est. Cost $12.82 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $8 Shares 228 Est. Cost $35.09 Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $209.01 Unrealized +0.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.30 Unrealized +3.8%
SAP SAP SE SPON ADR 0.0%
Value ($000) $8 Shares 75 Est. Cost $133.33 Unrealized
BIODELIVERY SCIENCES INTL INC COM 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.00 Unrealized
GVI ISHARES INTERMEDIATE GOV/CR BOND ETF 0.0%
Value ($000) $8 Shares 66 Est. Cost $108.11 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $8 Shares 122 Est. Cost $72.86 Unrealized -1.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $8 Shares 176 Est. Cost $44.15 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 67 Est. Cost $128.21 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 135 Est. Cost $63.83 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $7 Shares 249 Est. Cost $38.06 Unrealized -3.7%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $7 Shares 65 Est. Cost $124.54 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $7 Shares 226 Est. Cost $48.67 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $7 Shares 123 Est. Cost $56.91 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $7 Shares 249 Est. Cost $31.52 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $7 Shares 31 Est. Cost $272.58 Unrealized +5.6%
MACQUARIE INFRASTRUCTURE CORP COM 0.0%
Value ($000) $7 Shares 292 Est. Cost $44.52 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
GRUBHUB INC COM 0.0%
Value ($000) $7 Shares 165 Est. Cost $48.48 Unrealized
MID CON ENERGY PARTNERS LP UNIT REPSTG LTD 0.0%
Value ($000) $7 Shares 36,992 Est. Cost $0.19 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $7 Shares 149 Est. Cost $60.40 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $6 Shares 276 Est. Cost $32.45 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $6 Shares 229 Est. Cost $37.10 Unrealized -11.1%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $6 Shares 5 Est. Cost $64.05 Unrealized +5.1%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $6 Shares 5 Est. Cost $64.02 Unrealized +5.1%
TERRAFORM PWR INC COM CL A 0.0%
Value ($000) $6 Shares 350 Est. Cost $17.14 Unrealized
HYS PIMCO 0-5 YR HY CORP BOND INDEX ETF 0.0%
Value ($000) $6 Shares 73 Est. Cost $94.12 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $6 Shares 97 Est. Cost $71.43 Unrealized -0.6%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $6 Shares 50 Est. Cost $160.00 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $29.65 Unrealized +19.3%
HESS CORP COM 0.0%
Value ($000) $5 Shares 159 Est. Cost $31.45 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $5 Shares 204 Est. Cost $49.26 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $5 Shares 116 Est. Cost $51.72 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $122.98 Unrealized +6.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 170 Est. Cost $25.87 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $36.81 Unrealized +30.9%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $5 Shares 150 Est. Cost $37.25 Unrealized +24.0%
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $5 Shares 43 Est. Cost $139.53 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $5 Shares 28 Est. Cost $214.29 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $5 Shares 97 Est. Cost $51.55 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $5 Shares 36 Est. Cost $138.89 Unrealized
QLD PROSHARES ULTRA QQQ 0.0%
Value ($000) $5 Shares 54 Est. Cost $129.63 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $5 Shares 107 Est. Cost $79.47 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 118 Est. Cost $59.32 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $4 Shares 68 Est. Cost $60.42 Unrealized -0.6%
H & E EQUIPMENT SERVICES INC COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $4 Shares 127 Est. Cost $40.49 Unrealized -4.5%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $4 Shares 135 Est. Cost $51.85 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $4 Shares 378 Est. Cost $15.87 Unrealized
OZK BANK OZK COM 0.0%
Value ($000) $4 Shares 227 Est. Cost $23.29 Unrealized -11.7%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $84.53 Unrealized -9.8%
STERICYCLE INC COM 0.0%
Value ($000) $4 Shares 92 Est. Cost $65.22 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $4 Shares 87 Est. Cost $49.62 Unrealized 0.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.00 Unrealized
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $4 Shares 92 Est. Cost $54.35 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $121.95 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $4 Shares 43 Est. Cost $139.53 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $48.55 Unrealized +2.1%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $4 Shares 92 Est. Cost $73.62 Unrealized -22.3%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $4 Shares 175 Est. Cost $34.29 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $4 Shares 167 Est. Cost $45.95 Unrealized -12.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $110.13 Unrealized -2.3%
TWI TITAN INTL INC ILL COM 0.0%
Value ($000) $3 Shares 1,750 Est. Cost $2.56 Unrealized 0.0%
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $3 Shares 1,802 Est. Cost $2.22 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $102.99 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $3 Shares 421 Est. Cost $10.56 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $3 Shares 84 Est. Cost $35.71 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $3 Shares 77 Est. Cost $38.96 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $67.37 Unrealized -12.5%
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $3 Shares 128 Est. Cost $39.06 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $3 Shares 82 Est. Cost $36.59 Unrealized
SPHB INVESCO S&P 500 HIGH BETA ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $45.45 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $26.12 Unrealized 0.0%
SAA PROSHARES ULTRA SMALLCAP600 0.0%
Value ($000) $3 Shares 57 Est. Cost $105.26 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $2 Shares 88 Est. Cost $31.60 Unrealized 0.0%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $2 Shares 359 Est. Cost $18.40 Unrealized -19.1%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $244.35 Unrealized +2.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $18.15 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $2 Shares 164 Est. Cost $19.42 Unrealized -17.2%
JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 0.0%
Value ($000) $2 Shares 122 Est. Cost $24.59 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $2 Shares 109 Est. Cost $45.87 Unrealized
ATLANTICA YIELD PLC SHS 0.0%
Value ($000) $2 Shares 106 Est. Cost $18.87 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $2 Shares 105 Est. Cost $23.68 Unrealized 0.0%
ATLAS CORP SHS 0.0%
Value ($000) $2 Shares 233 Est. Cost $12.88 Unrealized
CONTINENTAL RES INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $35.00 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $2 Shares 85 Est. Cost $22.63 Unrealized -8.6%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $5.18 Unrealized +21.4%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $2 Shares 74 Est. Cost $27.03 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $2 Shares 47 Est. Cost $56.46 Unrealized +0.4%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $30.58 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $2 Shares 36 Est. Cost $83.33 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $2 Shares 423 Est. Cost $7.65 Unrealized -13.1%
NORDSTROM INC COM 0.0%
Value ($000) $1 Shares 74 Est. Cost $40.54 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $187.24 Unrealized -2.2%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $229.41 Unrealized +16.4%
FNDC SCHWAB FUND INTL SMALL COMP INDEX ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $21.82 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
SYPR SYPRIS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 2,302 Est. Cost $0.86 Unrealized 0.0%
FNDE SCHWAB FUND EM MKTS LARGE COMP INDEX ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
WESTPORT FUEL SYSTEMS INC COM NEW 0.0%
Value ($000) $1 Shares 800 Est. Cost $2.50 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $60.74 Unrealized 0.0%
DLNG DYNAGAS LNG PARTNERS LP COM UNIT LTD PT 0.0%
Value ($000) $1 Shares 666 Est. Cost $1.50 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $154.88 Unrealized +9.4%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.90 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $1 Shares 28 Est. Cost $71.43 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 96 Est. Cost $20.83 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $108.13 Unrealized -1.9%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $246.86 Unrealized +5.8%
UNIT CORPORATION COM 0.0%
Value ($000) $1 Shares 3,200 Est. Cost $0.63 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $31.87 Unrealized -18.5%
XYZ SQUARE INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $63.90 Unrealized +7.0%
AIMMUNE THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.00 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 41 Est. Cost $48.78 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 593 Est. Cost $1.69 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $34.37 Unrealized -15.1%
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $1 Shares 388 Est. Cost $18.04 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $76.92 Unrealized
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $1 Shares 82 Est. Cost $24.39 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $1 Shares 79 Est. Cost $12.66 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $44.01 Unrealized -3.1%
SPLUNK INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
AKBA AKEBIA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 187 Est. Cost $7.78 Unrealized 0.0%
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $130.00 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.02 Unrealized +1.5%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $106.50 Unrealized -19.2%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $39.24 Unrealized -7.1%
ZYNGA INC CL A 0.0%
Value ($000) $1 Shares 143 Est. Cost $6.99 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $249.35 Unrealized -4.0%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.19 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $54.60 Unrealized -2.3%
BRSL INTERNATIONAL GAME TECHNOLOGY SHS USD 0.0%
Value ($000) $1 Shares 218 Est. Cost $9.69 Unrealized -19.1%
PERSPECTA INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.57 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.26 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $38.80 Unrealized -4.4%
DDS DILLARDS INC CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $44.57 Unrealized 0.0%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $3.72 Unrealized 0.0%
NBR NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $0 Shares 56 Est. Cost $102.61 Unrealized -12.7%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $553.43 Unrealized +11.4%
TILRAY INC COM CL 2 0.0%
Value ($000) $0 Shares 33 Est. Cost $30.30 Unrealized
GULFPORT ENERGY CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CENTENNIAL RESOURCE DEV INC CL A 0.0%
Value ($000) $0 Shares 546 Est. Cost $5.49 Unrealized
RFEM FIRST TRUST RIVERFRONT DYNAMIC EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.03 Unrealized
RFDI FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $61.73 Unrealized
FLTR VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $0 Shares 39 Est. Cost $21.69 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.36 Unrealized -10.1%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $0 Shares 1,604 Est. Cost $0.62 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 62 Est. Cost $16.13 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $0 Shares 33 Est. Cost $1.28 Unrealized +5.6%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $0 Shares 80 Est. Cost Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.02 Unrealized -12.9%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.85 Unrealized +6.2%