Disciplined Investments, LLC Diversified Active

CIK: 0001812492 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $149,693 (100.0% shares, 0.0% debt)

Holdings (327)

IWD ISHARES RUSSELL 1000 VALUE ETF 6.2%
Value ($000) $9,312 Shares 68,101 Est. Cost $134.20 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 5.9%
Value ($000) $8,884 Shares 36,840 Est. Cost $173.62 Unrealized
VNQ VANGUARD REAL ESTATE ETF 4.0%
Value ($000) $6,048 Shares 71,215 Est. Cost $90.09 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SEC ETF 3.0%
Value ($000) $4,483 Shares 54,155 Est. Cost $55.25 Unrealized
VCSH VANGUARD SHORT-TERM CORP BOND INDEX FUND 2.9%
Value ($000) $4,282 Shares 51,431 Est. Cost $81.47 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 2.8%
Value ($000) $4,192 Shares 61,325 Est. Cost $62.00 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 2.8%
Value ($000) $4,122 Shares 66,920 Est. Cost $61.20 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 2.7%
Value ($000) $4,068 Shares 38,949 Est. Cost $100.87 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 2.4%
Value ($000) $3,655 Shares 67,305 Est. Cost $53.65 Unrealized
MSFT MICROSOFT CORP COM 2.4%
Value ($000) $3,524 Shares 15,842 Est. Cost $171.18 Unrealized +20.4%
VWOB VANGUARD EM MKTS GOVT BOND ETF 2.3%
Value ($000) $3,452 Shares 41,940 Est. Cost $79.30 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 2.3%
Value ($000) $3,390 Shares 33,589 Est. Cost $77.18 Unrealized
EFA ISHARES MSCI EAFE ETF 2.2%
Value ($000) $3,252 Shares 44,572 Est. Cost $68.60 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.1%
Value ($000) $3,200 Shares 31,176 Est. Cost $122.10 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS SH-TERM HY BOND ETF 2.0%
Value ($000) $3,051 Shares 113,195 Est. Cost $26.79 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 2.0%
Value ($000) $3,038 Shares 7,233 Est. Cost $368.39 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.0%
Value ($000) $3,006 Shares 8,007 Est. Cost $320.83 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.8%
Value ($000) $2,725 Shares 13,901 Est. Cost $158.48 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.8%
Value ($000) $2,723 Shares 28,088 Est. Cost $79.16 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.6%
Value ($000) $2,321 Shares 46,314 Est. Cost $41.40 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 1.5%
Value ($000) $2,275 Shares 27,982 Est. Cost $121.04 Unrealized
QQQ INVESCO QQQ TRUST 1.4%
Value ($000) $2,098 Shares 6,687 Est. Cost $222.06 Unrealized
SPY SPDR S&P 500 ETF 1.4%
Value ($000) $2,032 Shares 5,433 Est. Cost $313.37 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.4%
Value ($000) $2,032 Shares 43,042 Est. Cost $42.55 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 1.3%
Value ($000) $2,010 Shares 52,182 Est. Cost $37.09 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.2%
Value ($000) $1,804 Shares 6,291 Est. Cost $190.35 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.2%
Value ($000) $1,725 Shares 14,497 Est. Cost $108.74 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 1.1%
Value ($000) $1,645 Shares 19,849 Est. Cost $80.83 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.1%
Value ($000) $1,625 Shares 12,334 Est. Cost $128.59 Unrealized
VGK VANGUARD FTSE EUROPE ETF 1.1%
Value ($000) $1,623 Shares 26,940 Est. Cost $58.37 Unrealized
VTIP VANGUARD SH-TERM INFLATION-PROTECTED SEC ETF 1.0%
Value ($000) $1,519 Shares 29,722 Est. Cost $49.87 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 1.0%
Value ($000) $1,502 Shares 5,610 Est. Cost $209.81 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $1,436 Shares 23,141 Est. Cost $51.35 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.9%
Value ($000) $1,332 Shares 11,267 Est. Cost $114.59 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.9%
Value ($000) $1,306 Shares 5,154 Est. Cost $203.76 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.8%
Value ($000) $1,210 Shares 6,215 Est. Cost $131.89 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.8%
Value ($000) $1,195 Shares 13,129 Est. Cost $60.61 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.8%
Value ($000) $1,177 Shares 9,055 Est. Cost $91.53 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.8%
Value ($000) $1,175 Shares 5,110 Est. Cost $202.76 Unrealized
LQD ISHARES IBOXX USD INVESTMENT GRADE CORP BOND ETF 0.7%
Value ($000) $1,058 Shares 7,659 Est. Cost $124.88 Unrealized
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SH-TERM MUNI ETF 0.7%
Value ($000) $1,057 Shares 21,224 Est. Cost $49.15 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.7%
Value ($000) $1,039 Shares 19,276 Est. Cost $85.47 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.7%
Value ($000) $1,013 Shares 4,901 Est. Cost $165.35 Unrealized
AAPL APPLE INC COM 0.7%
Value ($000) $1,008 Shares 7,597 Est. Cost $92.41 Unrealized +26.6%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.6%
Value ($000) $916 Shares 6,439 Est. Cost $111.29 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.6%
Value ($000) $878 Shares 10,159 Est. Cost $84.94 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.6%
Value ($000) $856 Shares 4,040 Est. Cost $178.33 Unrealized
VGIT VANGUARD INTERM-TERM GOVT BOND ETF 0.5%
Value ($000) $793 Shares 11,417 Est. Cost $66.43 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.5%
Value ($000) $789 Shares 4,052 Est. Cost $160.83 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.5%
Value ($000) $782 Shares 14,738 Est. Cost $41.14 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.5%
Value ($000) $768 Shares 15,142 Est. Cost $50.91 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $743 Shares 14,380 Est. Cost $44.73 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.5%
Value ($000) $741 Shares 6,854 Est. Cost $106.81 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.5%
Value ($000) $736 Shares 11,529 Est. Cost $95.32 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $693 Shares 14,677 Est. Cost $37.91 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $691 Shares 12,517 Est. Cost $53.63 Unrealized
PUT MDY SPDR S&P MIDCAP400 ETF 01/21/2022 USD290 0.4%
Value ($000) $672 Shares 1,600 Est. Cost Unrealized
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $667 Shares 5,223 Est. Cost $117.06 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $664 Shares 5,186 Est. Cost $129.61 Unrealized
PUT MDY SPDR S&P MIDCAP400 ETF 01/15/2021 USD320 0.4%
Value ($000) $588 Shares 1,400 Est. Cost Unrealized
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $566 Shares 5,342 Est. Cost $107.23 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.4%
Value ($000) $562 Shares 36,841 Est. Cost $16.10 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.4%
Value ($000) $540 Shares 9,782 Est. Cost $54.65 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $535 Shares 4,198 Est. Cost $117.24 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.4%
Value ($000) $527 Shares 3,733 Est. Cost $123.09 Unrealized
VCIT VANGUARD INTERM-TERM CORP BOND ETF 0.3%
Value ($000) $499 Shares 5,139 Est. Cost $91.31 Unrealized
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.3%
Value ($000) $469 Shares 6,908 Est. Cost $73.51 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.3%
Value ($000) $459 Shares 2,609 Est. Cost $142.10 Unrealized
WIP SPDR CITI INTL GOV INFLATION-PROTECTED BOND ETF 0.3%
Value ($000) $449 Shares 7,650 Est. Cost $55.16 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.3%
Value ($000) $392 Shares 3,293 Est. Cost $100.87 Unrealized
NUVEEN MUN VALUE FD INC COM 0.3%
Value ($000) $390 Shares 35,117 Est. Cost $10.58 Unrealized
HYG ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF 0.3%
Value ($000) $388 Shares 4,449 Est. Cost $83.64 Unrealized
RWR SPDR DOW JONES REIT ETF 0.3%
Value ($000) $377 Shares 4,350 Est. Cost $101.93 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.2%
Value ($000) $373 Shares 6,894 Est. Cost $53.57 Unrealized
VYM VANGUARD HIGH-DIVIDEND YIELD ETF 0.2%
Value ($000) $357 Shares 3,901 Est. Cost $83.55 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $346 Shares 6,635 Est. Cost $51.21 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $337 Shares 2,269 Est. Cost $112.78 Unrealized +7.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $334 Shares 717 Est. Cost $298.40 Unrealized +55.0%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.2%
Value ($000) $327 Shares 3,786 Est. Cost $141.97 Unrealized
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $319 Shares 1,200 Est. Cost $179.27 Unrealized +24.7%
WMT WALMART INC COM 0.2%
Value ($000) $304 Shares 2,110 Est. Cost $36.38 Unrealized +24.4%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $274 Shares 1,107 Est. Cost $175.51 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $266 Shares 4,423 Est. Cost $44.41 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.2%
Value ($000) $234 Shares 4,516 Est. Cost $74.29 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $228 Shares 3,554 Est. Cost $46.91 Unrealized
EMB ISHARES J.P. MORGAN USD EM MKTS BOND ETF 0.2%
Value ($000) $226 Shares 1,948 Est. Cost $114.47 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $224 Shares 1,676 Est. Cost $107.48 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $208 Shares 2,359 Est. Cost $85.00 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY COM 0.1%
Value ($000) $206 Shares 35,889 Est. Cost $10.34 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $205 Shares 3,975 Est. Cost $50.37 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $197 Shares 2,139 Est. Cost $79.59 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $192 Shares 2,652 Est. Cost $125.14 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $188 Shares 4,133 Est. Cost $45.82 Unrealized
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.1%
Value ($000) $166 Shares 6,238 Est. Cost $23.76 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $151 Shares 570 Est. Cost $194.79 Unrealized +24.5%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $151 Shares 1,190 Est. Cost $107.11 Unrealized -8.4%
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX ETF 0.1%
Value ($000) $135 Shares 2,485 Est. Cost $52.43 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $134 Shares 1,176 Est. Cost $153.65 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $132 Shares 1,537 Est. Cost $92.48 Unrealized
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $131 Shares 2,223 Est. Cost $58.48 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $125 Shares 1,070 Est. Cost $114.26 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.1%
Value ($000) $121 Shares 3,226 Est. Cost $31.03 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $119 Shares 673 Est. Cost $99.77 Unrealized +45.2%
MBB ISHARES MBS ETF 0.1%
Value ($000) $118 Shares 1,067 Est. Cost $108.48 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $118 Shares 700 Est. Cost $107.55 Unrealized +31.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $109 Shares 470 Est. Cost $212.63 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $107 Shares 1,110 Est. Cost $106.02 Unrealized
GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 0.1%
Value ($000) $105 Shares 5,531 Est. Cost $18.98 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $104 Shares 2,521 Est. Cost $52.07 Unrealized -41.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $104 Shares 340 Est. Cost $284.46 Unrealized
OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF 0.1%
Value ($000) $102 Shares 3,929 Est. Cost $25.96 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $101 Shares 6,369 Est. Cost $16.31 Unrealized -41.7%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $100 Shares 632 Est. Cost $115.09 Unrealized +10.8%
MGV VANGUARD MEGA CAP VALUE ETF 0.1%
Value ($000) $98 Shares 1,130 Est. Cost $79.59 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $98 Shares 540 Est. Cost $123.01 Unrealized +25.2%
VSS VANGUARD FTSE ALL-WORLD EX-US SM-CAP INDEX FUND 0.1%
Value ($000) $97 Shares 800 Est. Cost $108.08 Unrealized
FS KKR CAP CORP II COM 0.1%
Value ($000) $95 Shares 5,792 Est. Cost $14.68 Unrealized
BMVP INVESCO DYNAMIC MARKET ETF 0.1%
Value ($000) $91 Shares 859 Est. Cost $98.95 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $91 Shares 656 Est. Cost $105.18 Unrealized +17.1%
SCHH SCHWAB U.S. REIT ETF 0.1%
Value ($000) $89 Shares 2,335 Est. Cost $44.95 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $89 Shares 1,523 Est. Cost $56.44 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $86 Shares 533 Est. Cost $99.90 Unrealized +48.2%
INTC INTEL CORP COM 0.1%
Value ($000) $86 Shares 1,733 Est. Cost $49.26 Unrealized -10.6%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $84 Shares 1,427 Est. Cost $42.46 Unrealized +3.6%
PSK SPDR WELLS FARGO PREFERRED STOCK ETF 0.1%
Value ($000) $83 Shares 1,860 Est. Cost $43.21 Unrealized
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $81 Shares 3,150 Est. Cost $24.64 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $81 Shares 1,293 Est. Cost $59.99 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $80 Shares 624 Est. Cost $90.25 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $77 Shares 922 Est. Cost $76.24 Unrealized -5.6%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $77 Shares 899 Est. Cost $59.48 Unrealized +23.4%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.1%
Value ($000) $76 Shares 3,013 Est. Cost $27.88 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.1%
Value ($000) $75 Shares 3,306 Est. Cost $20.51 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $75 Shares 776 Est. Cost $64.42 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $68 Shares 1,285 Est. Cost $35.08 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $66 Shares 2,165 Est. Cost $26.79 Unrealized
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $65 Shares 1,623 Est. Cost $34.50 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $64 Shares 1,873 Est. Cost $38.97 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $64 Shares 530 Est. Cost $120.75 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $62 Shares 150 Est. Cost $300.46 Unrealized +32.0%
KEX KIRBY CORP COM 0.0%
Value ($000) $62 Shares 1,200 Est. Cost $82.85 Unrealized -45.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $62 Shares 176 Est. Cost $236.60 Unrealized +30.3%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $61 Shares 1,456 Est. Cost $40.91 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $60 Shares 525 Est. Cost $103.06 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $58 Shares 250 Est. Cost $217.17 Unrealized +1.4%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $56 Shares 511 Est. Cost $109.37 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $55 Shares 154 Est. Cost $241.83 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $55 Shares 700 Est. Cost $61.43 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $54 Shares 1,204 Est. Cost $38.34 Unrealized -8.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $54 Shares 250 Est. Cost $177.40 Unrealized +11.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $52 Shares 170 Est. Cost $162.05 Unrealized +62.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $52 Shares 200 Est. Cost $178.00 Unrealized +25.3%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $51 Shares 3,355 Est. Cost $14.61 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $51 Shares 432 Est. Cost $92.57 Unrealized +2.7%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $50 Shares 850 Est. Cost $47.55 Unrealized -1.8%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $49 Shares 1,267 Est. Cost $44.52 Unrealized -44.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $49 Shares 372 Est. Cost $128.55 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $49 Shares 727 Est. Cost $60.37 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $47 Shares 2,323 Est. Cost $16.22 Unrealized -3.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $46 Shares 1,226 Est. Cost $58.98 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $45 Shares 489 Est. Cost $87.59 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $44 Shares 759 Est. Cost $55.49 Unrealized
MRK MERCK & CO. INC COM 0.0%
Value ($000) $42 Shares 511 Est. Cost $67.55 Unrealized -4.0%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $25.49 Unrealized +65.2%
ABBV ABBVIE INC COM 0.0%
Value ($000) $39 Shares 366 Est. Cost $64.67 Unrealized +22.1%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $38 Shares 100 Est. Cost $271.52 Unrealized +27.9%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $37 Shares 206 Est. Cost $133.88 Unrealized +4.7%
HPQ HP INC COM 0.0%
Value ($000) $37 Shares 1,491 Est. Cost $15.76 Unrealized +11.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $36 Shares 684 Est. Cost $37.19 Unrealized +12.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $36 Shares 888 Est. Cost $46.45 Unrealized -33.9%
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $36.00 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $35 Shares 49 Est. Cost $89.61 Unrealized +90.4%
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $34 Shares 1,118 Est. Cost $30.75 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $34 Shares 181 Est. Cost $163.36 Unrealized +0.9%
GLW CORNING INC COM 0.0%
Value ($000) $32 Shares 900 Est. Cost $24.43 Unrealized +26.3%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $31 Shares 400 Est. Cost $50.17 Unrealized +30.8%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $30 Shares 432 Est. Cost $69.21 Unrealized -30.7%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $30 Shares 341 Est. Cost $75.58 Unrealized
LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF 0.0%
Value ($000) $30 Shares 1,482 Est. Cost $20.24 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $30 Shares 110 Est. Cost $146.93 Unrealized +90.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $29 Shares 317 Est. Cost $71.81 Unrealized +5.4%
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $29 Shares 2,186 Est. Cost $12.35 Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $29 Shares 1,217 Est. Cost $27.64 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $29 Shares 319 Est. Cost $75.72 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $28 Shares 421 Est. Cost $63.74 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $27 Shares 1,383 Est. Cost $18.97 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $26 Shares 298 Est. Cost $73.83 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $26 Shares 8 Est. Cost $114.32 Unrealized +39.6%
HYEM VANECK VECTORS EM MKTS HY BOND ETF 0.0%
Value ($000) $25 Shares 1,054 Est. Cost $23.57 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $23 Shares 280 Est. Cost $56.61 Unrealized +35.2%
PFE PFIZER INC COM 0.0%
Value ($000) $23 Shares 621 Est. Cost $26.44 Unrealized +8.3%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $23 Shares 193 Est. Cost $93.26 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.0%
Value ($000) $23 Shares 680 Est. Cost $32.35 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $23 Shares 1,901 Est. Cost $12.22 Unrealized -26.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $22 Shares 828 Est. Cost $10.16 Unrealized +91.4%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $22 Shares 955 Est. Cost $39.36 Unrealized -50.8%
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $22 Shares 431 Est. Cost $42.48 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $22 Shares 133 Est. Cost $125.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $21 Shares 190 Est. Cost $57.89 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $21 Shares 306 Est. Cost $58.82 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $21 Shares 444 Est. Cost $45.04 Unrealized -1.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $20 Shares 140 Est. Cost $17.23 Unrealized +49.4%
ORCL ORACLE CORP COM 0.0%
Value ($000) $20 Shares 304 Est. Cost $50.44 Unrealized +10.1%
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $19 Shares 298 Est. Cost $60.40 Unrealized
IFGL ISHARES FTSE EPRA/NARIET DEV REIT EX-US INDEX FUND 0.0%
Value ($000) $19 Shares 685 Est. Cost $28.96 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $19 Shares 3,584 Est. Cost $2.94 Unrealized 0.0%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $19 Shares 150 Est. Cost $37.25 Unrealized +196.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $18 Shares 163 Est. Cost $92.35 Unrealized +0.4%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $18 Shares 380 Est. Cost $39.63 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $18 Shares 102 Est. Cost $128.58 Unrealized +16.7%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $18 Shares 303 Est. Cost $53.74 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $17 Shares 775 Est. Cost $25.44 Unrealized -33.6%
T AT&T INC COM 0.0%
Value ($000) $17 Shares 598 Est. Cost $18.78 Unrealized -18.1%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $17 Shares 464 Est. Cost $39.31 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $15 Shares 100 Est. Cost $90.30 Unrealized +43.2%
VTRS VIATRIS INC COM 0.0%
Value ($000) $15 Shares 820 Est. Cost $13.33 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $13 Shares 160 Est. Cost $62.82 Unrealized +6.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $13 Shares 357 Est. Cost $28.01 Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $209.01 Unrealized +6.6%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $13 Shares 83 Est. Cost $119.57 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $12 Shares 47 Est. Cost $277.46 Unrealized -6.6%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $11 Shares 133 Est. Cost $88.46 Unrealized -26.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $11 Shares 157 Est. Cost $78.44 Unrealized -25.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $11 Shares 107 Est. Cost $79.47 Unrealized -2.2%
MACQUARIE INFRASTRUCTURE CORP COM 0.0%
Value ($000) $11 Shares 292 Est. Cost $44.52 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $10 Shares 226 Est. Cost $48.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $10 Shares 79 Est. Cost $99.82 Unrealized -6.4%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $10 Shares 130 Est. Cost $62.41 Unrealized +1.6%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $10 Shares 56 Est. Cost $164.40 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $10 Shares 57 Est. Cost $92.83 Unrealized +47.5%
SAP SAP SE SPON ADR 0.0%
Value ($000) $10 Shares 75 Est. Cost $133.33 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $9 Shares 5 Est. Cost $64.02 Unrealized +30.4%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $9 Shares 140 Est. Cost $56.82 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $9 Shares 149 Est. Cost $60.40 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $9 Shares 209 Est. Cost $49.26 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.31 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 118 Est. Cost $59.32 Unrealized
GVI ISHARES INTERMEDIATE GOV/CR BOND ETF 0.0%
Value ($000) $8 Shares 66 Est. Cost $108.11 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $8 Shares 125 Est. Cost $56.55 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $8 Shares 276 Est. Cost $32.45 Unrealized
BIODELIVERY SCIENCES INTL INC COM 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.00 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $171.93 Unrealized +12.4%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $7 Shares 68 Est. Cost $60.42 Unrealized +26.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $7 Shares 224 Est. Cost $38.06 Unrealized -39.5%
HYS PIMCO 0-5 YR HY CORP BOND INDEX ETF 0.0%
Value ($000) $7 Shares 73 Est. Cost $94.12 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $139.53 Unrealized
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $7 Shares 66 Est. Cost $72.56 Unrealized 0.0%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $7 Shares 126 Est. Cost $52.47 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $6 Shares 157 Est. Cost $17.13 Unrealized +97.4%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $6 Shares 173 Est. Cost $43.20 Unrealized -25.2%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $6 Shares 70 Est. Cost $37.56 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $6 Shares 135 Est. Cost $51.85 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $138.00 Unrealized +18.6%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 34 Est. Cost $128.21 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $5 Shares 378 Est. Cost $15.87 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $5 Shares 69 Est. Cost $63.83 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $5 Shares 78 Est. Cost $47.48 Unrealized +26.5%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $65.56 Unrealized 0.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $5 Shares 103 Est. Cost $39.22 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $5 Shares 25 Est. Cost $112.21 Unrealized +73.8%
FNDF SCHWAB FUNDAMENTAL INTL LARGE COMPANY INDEX 0.0%
Value ($000) $4 Shares 146 Est. Cost $28.40 Unrealized
OZK BANK OZK COM 0.0%
Value ($000) $4 Shares 112 Est. Cost $23.29 Unrealized -3.3%
QRVO QORVO INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $147.19 Unrealized 0.0%
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $4 Shares 73 Est. Cost $54.79 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $31.60 Unrealized +30.3%
VIACOMCBS INC CL B 0.0%
Value ($000) $4 Shares 108 Est. Cost $45.87 Unrealized
WESTPORT FUEL SYSTEMS INC COM NEW 0.0%
Value ($000) $4 Shares 800 Est. Cost $2.50 Unrealized
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $4 Shares 128 Est. Cost $39.06 Unrealized
XILINX INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $62.20 Unrealized +6.8%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $3 Shares 36 Est. Cost $83.33 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $3 Shares 12 Est. Cost $166.67 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $193.88 Unrealized +40.4%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $3 Shares 423 Est. Cost $7.65 Unrealized -10.0%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $3 Shares 16 Est. Cost $124.54 Unrealized
ATLAS CORP SHARES 0.0%
Value ($000) $3 Shares 233 Est. Cost $12.88 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $3 Shares 164 Est. Cost $19.42 Unrealized -21.3%
SPHB INVESCO S&P 500 HIGH BETA ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $45.45 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $86.24 Unrealized 0.0%
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $31.25 Unrealized
JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $43.48 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $2 Shares 20 Est. Cost $92.83 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $52.77 Unrealized -6.5%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 51 Est. Cost $19.61 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $51.52 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.30 Unrealized 0.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $100.07 Unrealized 0.0%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $18.04 Unrealized
FNDC SCHWAB FUND INTL SMALL COMP INDEX ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $22.61 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $154.88 Unrealized +55.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $104.25 Unrealized +98.3%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $20.83 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $101.27 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.04 Unrealized
CENTENNIAL RESOURCE DEV INC CL A 0.0%
Value ($000) $1 Shares 546 Est. Cost $5.49 Unrealized
AKBA AKEBIA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 187 Est. Cost $7.78 Unrealized -62.5%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $1 Shares 23 Est. Cost $53.44 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.63 Unrealized
FNDE SCHWAB FUND EM MKTS LARGE COMP INDEX ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $121.55 Unrealized 0.0%
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $1 Shares 362 Est. Cost $2.22 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $39.00 Unrealized -5.1%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $1 Shares 79 Est. Cost $12.66 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $1 Shares 32 Est. Cost $51.68 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $34.37 Unrealized +9.1%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $31.87 Unrealized -33.0%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $13.29 Unrealized 0.0%
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.85 Unrealized -12.7%
RFEM FIRST TRUST RIVERFRONT DYNAMIC EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.03 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $0 Shares 80 Est. Cost Unrealized
RFDI FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $61.73 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.02 Unrealized -36.2%
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $0 Shares 33 Est. Cost $1.28 Unrealized +105.0%
NBR NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.61 Unrealized -57.0%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $0 Shares 33 Est. Cost $30.30 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.36 Unrealized -14.7%
BLACKROCK CAP INVT CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.72 Unrealized
FLTR VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PERSPECTA INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.57 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.46 Unrealized +9.2%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 49 Est. Cost $20.41 Unrealized