JEPPSON WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001831263 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 20, 2022

Total Value ($000): $220,573 (100.0% shares, 0.0% debt)

Holdings (193)

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 11.3%
Value ($000) $24,862 Shares 516,768 Est. Cost $51.22 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 7.0%
Value ($000) $15,514 Shares 161,415 Est. Cost $102.82 Unrealized
AAPL APPLE INC COM 6.9%
Value ($000) $15,267 Shares 110,473 Est. Cost $110.20 Unrealized +40.0%
LMT LOCKHEED MARTIN CORP COM 3.9%
Value ($000) $8,578 Shares 22,207 Est. Cost $345.56 Unrealized +10.2%
XOM EXXON MOBIL CORP COM 3.7%
Value ($000) $8,089 Shares 92,652 Est. Cost $68.69 Unrealized +18.4%
VZ VERIZON COMMUNICATIONS INC COM 1.9%
Value ($000) $4,262 Shares 112,252 Est. Cost $41.00 Unrealized -12.8%
MSFT MICROSOFT CORP COM 1.7%
Value ($000) $3,754 Shares 16,120 Est. Cost $215.65 Unrealized +19.1%
DIS DISNEY WALT CO COM 1.7%
Value ($000) $3,690 Shares 39,113 Est. Cost $127.36 Unrealized -17.9%
CVX CHEVRON CORP NEW COM 1.7%
Value ($000) $3,690 Shares 25,685 Est. Cost $110.10 Unrealized +20.6%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $3,350 Shares 29,649 Est. Cost $126.68 Unrealized -0.2%
AEP AMERICAN ELEC PWR CO INC COM 1.4%
Value ($000) $3,041 Shares 35,174 Est. Cost $68.03 Unrealized +28.0%
LLY LILLY ELI & CO COM 1.3%
Value ($000) $2,838 Shares 8,777 Est. Cost $145.78 Unrealized +111.3%
OXY OCCIDENTAL PETE CORP COM 1.2%
Value ($000) $2,734 Shares 44,484 Est. Cost $13.14 Unrealized +362.0%
PFE PFIZER INC COM 1.2%
Value ($000) $2,689 Shares 61,449 Est. Cost $28.58 Unrealized +41.4%
KHC KRAFT HEINZ CO COM 1.2%
Value ($000) $2,653 Shares 79,549 Est. Cost $29.64 Unrealized +6.2%
T AT&T INC COM 1.1%
Value ($000) $2,496 Shares 162,726 Est. Cost $15.66 Unrealized -3.7%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $2,393 Shares 59,827 Est. Cost $37.64 Unrealized +6.4%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $2,367 Shares 24,614 Est. Cost $109.24 Unrealized +1.5%
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $2,315 Shares 14,170 Est. Cost $152.84 Unrealized +0.0%
MRK MERCK & CO INC COM 1.0%
Value ($000) $2,138 Shares 24,829 Est. Cost $66.44 Unrealized +21.0%
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $2,063 Shares 16,342 Est. Cost $128.20 Unrealized +1.9%
COP CONOCOPHILLIPS COM 0.9%
Value ($000) $1,932 Shares 18,879 Est. Cost $31.06 Unrealized +183.9%
QCOM QUALCOMM INC COM 0.9%
Value ($000) $1,931 Shares 17,094 Est. Cost $116.96 Unrealized +8.6%
SDY SPDR S&P DIVIDEND ETF 0.8%
Value ($000) $1,824 Shares 16,358 Est. Cost $118.70 Unrealized
BAC BK OF AMERICA CORP COM 0.8%
Value ($000) $1,768 Shares 58,556 Est. Cost $24.14 Unrealized +26.7%
ORCL ORACLE CORP COM 0.8%
Value ($000) $1,757 Shares 28,778 Est. Cost $61.36 Unrealized +14.3%
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $1,733 Shares 16,587 Est. Cost $94.55 Unrealized +11.7%
ABT ABBOTT LABS COM 0.7%
Value ($000) $1,581 Shares 16,339 Est. Cost $100.92 Unrealized -0.9%
GIS GENERAL MLS INC COM 0.7%
Value ($000) $1,531 Shares 19,989 Est. Cost $52.21 Unrealized +29.8%
NVDA NVIDIA CORPORATION COM 0.7%
Value ($000) $1,517 Shares 12,495 Est. Cost $18.91 Unrealized -16.5%
OHI OMEGA HEALTHCARE INVS INC COM 0.7%
Value ($000) $1,494 Shares 50,668 Est. Cost $29.82 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value ($000) $1,475 Shares 18,017 Est. Cost $59.76 Unrealized +40.3%
PEP PEPSICO INC COM 0.7%
Value ($000) $1,460 Shares 8,943 Est. Cost $130.58 Unrealized +18.3%
DOW DOW INC COM 0.7%
Value ($000) $1,456 Shares 33,146 Est. Cost $38.70 Unrealized +7.1%
D DOMINION ENERGY INC COM 0.6%
Value ($000) $1,357 Shares 19,630 Est. Cost $60.31 Unrealized +13.3%
WMT WALMART INC COM 0.6%
Value ($000) $1,300 Shares 10,025 Est. Cost $41.45 Unrealized +1.3%
SRE SEMPRA COM 0.6%
Value ($000) $1,250 Shares 8,337 Est. Cost $51.97 Unrealized +39.5%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $1,234 Shares 15,428 Est. Cost $85.35 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $1,224 Shares 17,212 Est. Cost $48.59 Unrealized +28.2%
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $1,215 Shares 11,586 Est. Cost $127.49 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.5%
Value ($000) $1,208 Shares 10,738 Est. Cost $114.47 Unrealized -0.1%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $1,180 Shares 19,131 Est. Cost $55.17 Unrealized +1.1%
BHP BHP GROUP LTD SPONSORED ADS 0.5%
Value ($000) $1,168 Shares 23,334 Est. Cost $52.26 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $1,143 Shares 2,430 Est. Cost $353.07 Unrealized +27.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,141 Shares 12,262 Est. Cost $71.99 Unrealized +30.6%
GLD SPDR GOLD SHARES 0.5%
Value ($000) $1,113 Shares 7,194 Est. Cost $171.04 Unrealized
ABBV ABBVIE INC COM 0.5%
Value ($000) $1,098 Shares 8,185 Est. Cost $104.75 Unrealized +21.4%
WFC WELLS FARGO CO NEW COM 0.5%
Value ($000) $1,043 Shares 25,933 Est. Cost $23.73 Unrealized +65.9%
KMI KINDER MORGAN INC DEL COM 0.5%
Value ($000) $1,012 Shares 60,842 Est. Cost $12.08 Unrealized +22.3%
PARAMOUNT GLOBAL CLASS B COM 0.5%
Value ($000) $1,012 Shares 53,146 Est. Cost $34.15 Unrealized
O REALTY INCOME CORP COM 0.4%
Value ($000) $976 Shares 16,767 Est. Cost $55.83 Unrealized +2.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $956 Shares 5,324 Est. Cost $170.48 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.4%
Value ($000) $955 Shares 10,639 Est. Cost $64.39 Unrealized +31.4%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $943 Shares 5,759 Est. Cost $70.95 Unrealized +22.0%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $910 Shares 11,272 Est. Cost $50.44 Unrealized +49.5%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $909 Shares 9,508 Est. Cost $108.62 Unrealized +1.3%
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $907 Shares 16,481 Est. Cost $61.26 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $901 Shares 1,783 Est. Cost $281.21 Unrealized +76.1%
WPM WHEATON PRECIOUS METALS CORP COM 0.4%
Value ($000) $897 Shares 27,721 Est. Cost $45.28 Unrealized -30.0%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $892 Shares 3,866 Est. Cost $203.12 Unrealized +16.3%
VUG VANGUARD GROWTH ETF 0.4%
Value ($000) $891 Shares 4,164 Est. Cost $227.62 Unrealized
CAH CARDINAL HEALTH INC COM 0.4%
Value ($000) $847 Shares 12,704 Est. Cost $44.86 Unrealized +32.1%
META META PLATFORMS INC CL A 0.4%
Value ($000) $843 Shares 6,213 Est. Cost $251.46 Unrealized -36.0%
HD HOME DEPOT INC COM 0.4%
Value ($000) $840 Shares 3,044 Est. Cost $237.65 Unrealized +13.9%
WM WASTE MGMT INC DEL COM 0.4%
Value ($000) $781 Shares 4,872 Est. Cost $105.58 Unrealized +48.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $776 Shares 6,532 Est. Cost $101.08 Unrealized +14.4%
WPC WP CAREY INC COM 0.3%
Value ($000) $768 Shares 11,006 Est. Cost $82.85 Unrealized
CG CARLYLE GROUP INC COM 0.3%
Value ($000) $735 Shares 28,445 Est. Cost $23.79 Unrealized +22.3%
INTC INTEL CORP COM 0.3%
Value ($000) $727 Shares 28,196 Est. Cost $46.53 Unrealized -30.6%
SHOP SHOPIFY INC CL A 0.3%
Value ($000) $724 Shares 26,884 Est. Cost $43.45 Unrealized -21.7%
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value ($000) $700 Shares 25,619 Est. Cost $32.57 Unrealized -14.4%
BX BLACKSTONE INC COM 0.3%
Value ($000) $677 Shares 8,083 Est. Cost $47.63 Unrealized +83.3%
BA BOEING CO COM 0.3%
Value ($000) $674 Shares 5,569 Est. Cost $168.47 Unrealized -9.0%
MMM 3M CO COM 0.3%
Value ($000) $663 Shares 5,996 Est. Cost $108.06 Unrealized -10.8%
WELL WELLTOWER INC COM 0.3%
Value ($000) $652 Shares 10,139 Est. Cost $48.20 Unrealized +49.1%
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $652 Shares 7,601 Est. Cost $84.05 Unrealized +2.2%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $647 Shares 4,003 Est. Cost $127.79 Unrealized +25.6%
ALL ALLSTATE CORP COM 0.3%
Value ($000) $646 Shares 5,191 Est. Cost $85.96 Unrealized +33.3%
CLX CLOROX CO DEL COM 0.3%
Value ($000) $645 Shares 5,025 Est. Cost $139.45 Unrealized -7.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $645 Shares 2,850 Est. Cost $132.62 Unrealized +65.2%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $633 Shares 8,078 Est. Cost $65.03 Unrealized +18.6%
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $632 Shares 3,698 Est. Cost $180.39 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $631 Shares 2,363 Est. Cost $277.48 Unrealized
CPB CAMPBELL SOUP CO COM 0.3%
Value ($000) $623 Shares 13,214 Est. Cost $39.32 Unrealized +11.2%
AMGN AMGEN INC COM 0.3%
Value ($000) $604 Shares 2,681 Est. Cost $203.36 Unrealized +7.1%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $594 Shares 7,047 Est. Cost $72.76 Unrealized +7.7%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $586 Shares 13,364 Est. Cost $45.38 Unrealized
GLW CORNING INC COM 0.3%
Value ($000) $574 Shares 19,792 Est. Cost $29.91 Unrealized +2.8%
KAYNE ANDERSON ENERGY INFRSTR COM 0.3%
Value ($000) $573 Shares 70,746 Est. Cost $5.24 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $568 Shares 21,431 Est. Cost $35.03 Unrealized -21.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $568 Shares 7,097 Est. Cost $226.71 Unrealized
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $549 Shares 5,958 Est. Cost $74.14 Unrealized +35.2%
KO COCA COLA CO COM 0.2%
Value ($000) $538 Shares 9,607 Est. Cost $48.48 Unrealized +15.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $509 Shares 12,133 Est. Cost $63.62 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $493 Shares 4,390 Est. Cost $64.54 Unrealized +73.7%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $491 Shares 1,783 Est. Cost $479.78 Unrealized -21.1%
STAG STAG INDL INC COM 0.2%
Value ($000) $487 Shares 17,122 Est. Cost $28.44 Unrealized
STWD STARWOOD PPTY TR INC COM 0.2%
Value ($000) $486 Shares 26,673 Est. Cost $20.63 Unrealized
FNV FRANCO NEV CORP COM 0.2%
Value ($000) $481 Shares 4,025 Est. Cost $129.70 Unrealized -6.1%
MELI MERCADOLIBRE INC COM 0.2%
Value ($000) $479 Shares 579 Est. Cost $1210.61 Unrealized -29.0%
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $464 Shares 12,688 Est. Cost $21.13 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $461 Shares 1,738 Est. Cost $227.05 Unrealized +23.0%
SBRA SABRA HEALTH CARE REIT INC COM 0.2%
Value ($000) $460 Shares 35,050 Est. Cost $13.67 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $457 Shares 2,529 Est. Cost $182.93 Unrealized -0.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $454 Shares 12,448 Est. Cost $44.10 Unrealized
NEM NEWMONT CORP COM 0.2%
Value ($000) $446 Shares 10,610 Est. Cost $50.98 Unrealized -17.3%
EVRG EVERGY INC COM 0.2%
Value ($000) $445 Shares 7,495 Est. Cost $45.27 Unrealized +28.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $441 Shares 6,433 Est. Cost $80.13 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.2%
Value ($000) $437 Shares 5,804 Est. Cost $73.23 Unrealized -7.8%
KIM KIMCO RLTY CORP COM 0.2%
Value ($000) $436 Shares 23,688 Est. Cost $13.77 Unrealized +30.0%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $433 Shares 5,696 Est. Cost $83.18 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.2%
Value ($000) $410 Shares 5,092 Est. Cost $45.43 Unrealized +63.5%
TGT TARGET CORP COM 0.2%
Value ($000) $407 Shares 2,745 Est. Cost $163.62 Unrealized -12.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $406 Shares 1 Est. Cost $306852.94 Unrealized +39.5%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $402 Shares 1,729 Est. Cost $221.49 Unrealized +2.2%
CRM SALESFORCE INC COM 0.2%
Value ($000) $395 Shares 2,744 Est. Cost $209.35 Unrealized -20.0%
STORE CAP CORP COM 0.2%
Value ($000) $390 Shares 12,438 Est. Cost $27.13 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $385 Shares 4,773 Est. Cost $89.87 Unrealized -10.1%
TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $382 Shares 2,495 Est. Cost $153.11 Unrealized
DOV DOVER CORP COM 0.2%
Value ($000) $382 Shares 3,276 Est. Cost $126.06 Unrealized -3.0%
AVGO BROADCOM INC COM 0.2%
Value ($000) $377 Shares 849 Est. Cost $48.08 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $364 Shares 12,401 Est. Cost $38.28 Unrealized -12.0%
KELLOGG CO COM 0.2%
Value ($000) $360 Shares 5,168 Est. Cost $53.68 Unrealized +13.9%
V VISA INC COM CL A 0.2%
Value ($000) $352 Shares 1,979 Est. Cost $213.37 Unrealized -7.0%
DEO DIAGEO PLC SPON ADR NEW 0.2%
Value ($000) $336 Shares 1,981 Est. Cost $147.70 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $334 Shares 8,823 Est. Cost $45.47 Unrealized
VFC V F CORP COM 0.2%
Value ($000) $333 Shares 11,134 Est. Cost $49.31 Unrealized -12.5%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $326 Shares 4,453 Est. Cost $84.48 Unrealized -8.1%
UNP UNION PAC CORP COM 0.1%
Value ($000) $320 Shares 1,641 Est. Cost $208.79 Unrealized -2.2%
SO SOUTHERN CO COM 0.1%
Value ($000) $315 Shares 4,634 Est. Cost $61.04 Unrealized +9.7%
WSM WILLIAMS SONOMA INC COM 0.1%
Value ($000) $314 Shares 2,663 Est. Cost $60.38 Unrealized +10.1%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $312 Shares 1,600 Est. Cost $214.96 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $312 Shares 7,492 Est. Cost $41.76 Unrealized +4.6%
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $307 Shares 12,732 Est. Cost $24.11 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $306 Shares 4,350 Est. Cost $71.82 Unrealized +0.9%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $302 Shares 201 Est. Cost $24.10 Unrealized +28.6%
NTR NUTRIEN LTD COM 0.1%
Value ($000) $300 Shares 3,600 Est. Cost $77.02 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $297 Shares 1,810 Est. Cost $197.29 Unrealized -12.7%
NUE NUCOR CORP COM 0.1%
Value ($000) $292 Shares 2,726 Est. Cost $111.78 Unrealized +6.6%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $292 Shares 1,747 Est. Cost $133.22 Unrealized +21.7%
NWE NORTHWESTERN CORP COM NEW 0.1%
Value ($000) $290 Shares 5,883 Est. Cost $46.61 Unrealized 0.0%
HR HEALTHCARE RLTY TR CL A COM 0.1%
Value ($000) $286 Shares 13,717 Est. Cost $20.85 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $286 Shares 2,261 Est. Cost $112.18 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $284 Shares 5,185 Est. Cost $48.56 Unrealized +16.6%
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $284 Shares 5,487 Est. Cost $62.63 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $283 Shares 2,195 Est. Cost $136.34 Unrealized
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $283 Shares 4,289 Est. Cost $52.65 Unrealized +33.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $280 Shares 11,765 Est. Cost $24.31 Unrealized
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $277 Shares 8,348 Est. Cost $38.00 Unrealized 0.0%
CC CHEMOURS CO COM 0.1%
Value ($000) $274 Shares 11,099 Est. Cost $28.28 Unrealized +2.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $274 Shares 2,028 Est. Cost $143.65 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $274 Shares 2,875 Est. Cost $71.79 Unrealized +22.1%
POR PORTLAND GEN ELEC CO COM NEW 0.1%
Value ($000) $265 Shares 6,106 Est. Cost $32.09 Unrealized +36.8%
LAZARD LTD SHS A 0.1%
Value ($000) $262 Shares 8,225 Est. Cost $33.80 Unrealized
UGI UGI CORP NEW COM 0.1%
Value ($000) $261 Shares 8,081 Est. Cost $38.86 Unrealized +1.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $260 Shares 6,460 Est. Cost $39.22 Unrealized 0.0%
AQN ALGONQUIN PWR UTILS CORP COM 0.1%
Value ($000) $256 Shares 23,487 Est. Cost $10.62 Unrealized +5.6%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $255 Shares 1,501 Est. Cost $268.83 Unrealized -38.4%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $255 Shares 539 Est. Cost $499.44 Unrealized -0.3%
BIDU BAIDU INC SPON ADR REP A 0.1%
Value ($000) $254 Shares 2,158 Est. Cost $152.62 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $244 Shares 6,050 Est. Cost $36.70 Unrealized -9.9%
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $244 Shares 28,560 Est. Cost $8.54 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $242 Shares 4,026 Est. Cost $44.64 Unrealized +18.6%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $242 Shares 1,088 Est. Cost $227.38 Unrealized +3.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $239 Shares 1,835 Est. Cost $129.17 Unrealized +8.4%
LVS LAS VEGAS SANDS CORP COM 0.1%
Value ($000) $234 Shares 6,233 Est. Cost $40.87 Unrealized -13.0%
CTVA CORTEVA INC COM 0.1%
Value ($000) $232 Shares 4,068 Est. Cost $49.07 Unrealized +14.5%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $232 Shares 4,595 Est. Cost $24.84 Unrealized -10.4%
PPG PPG INDS INC COM 0.1%
Value ($000) $231 Shares 2,083 Est. Cost $115.64 Unrealized -0.6%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.1%
Value ($000) $228 Shares 2,089 Est. Cost $161.95 Unrealized -23.3%
BARRICK GOLD CORP COM 0.1%
Value ($000) $227 Shares 14,667 Est. Cost $19.58 Unrealized
CAKE CHEESECAKE FACTORY INC COM 0.1%
Value ($000) $224 Shares 7,649 Est. Cost $27.70 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $221 Shares 1,480 Est. Cost $137.41 Unrealized 0.0%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.1%
Value ($000) $216 Shares 4,344 Est. Cost $49.72 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.1%
Value ($000) $216 Shares 25,400 Est. Cost $7.68 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $213 Shares 2,480 Est. Cost $88.47 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $206 Shares 2,866 Est. Cost $34.69 Unrealized +90.8%
VNO VORNADO RLTY TR SH BEN INT 0.1%
Value ($000) $205 Shares 8,862 Est. Cost $23.13 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $204 Shares 17,210 Est. Cost $15.28 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $203 Shares 955 Est. Cost $213.45 Unrealized -1.2%
LAMR LAMAR ADVERTISING CO NEW CL A 0.1%
Value ($000) $202 Shares 2,443 Est. Cost $87.85 Unrealized
PINE ALPINE INCOME PPTY TR INC COM 0.1%
Value ($000) $196 Shares 12,105 Est. Cost $16.19 Unrealized
SCTXX SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 0.1%
Value ($000) $190 Shares 190,072 Est. Cost $1.00 Unrealized
DUFF & PHELPS UTLITY AND INFST COM 0.1%
Value ($000) $187 Shares 14,625 Est. Cost $12.79 Unrealized
PSTL POSTAL REALTY TRUST INC CL A 0.1%
Value ($000) $185 Shares 12,610 Est. Cost $14.92 Unrealized
DNP SELECT INCOME FD INC COM 0.1%
Value ($000) $181 Shares 17,501 Est. Cost $10.17 Unrealized
LYFT LYFT INC CL A COM 0.1%
Value ($000) $158 Shares 11,993 Est. Cost $23.31 Unrealized -34.0%
CCL CARNIVAL CORP COMMON STOCK 0.1%
Value ($000) $117 Shares 16,602 Est. Cost $16.62 Unrealized -41.7%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $109 Shares 16,472 Est. Cost $13.06 Unrealized -37.7%
CIDARA THERAPEUTICS INC COM 0.0%
Value ($000) $109 Shares 174,175 Est. Cost $1.42 Unrealized
YAMANA GOLD INC COM 0.0%
Value ($000) $109 Shares 24,100 Est. Cost $5.60 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $71 Shares 25,050 Est. Cost $3.04 Unrealized
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $51 Shares 15,838 Est. Cost $3.22 Unrealized