Planned Solutions, Inc. Diversified Active

CIK: 0001831332 · Show all filings

Period: Q3 2020 (Next →)

Filing Date: Nov 6, 2020

Total Value ($000): $102,372 (100.0% shares, 0.0% debt)

Holdings (344)

MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF 15.7%
Value ($000) $16,122 Shares 295,327 Est. Cost $54.59 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 12.7%
Value ($000) $12,955 Shares 87,888 Est. Cost $147.40 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 12.6%
Value ($000) $12,897 Shares 332,993 Est. Cost $38.73 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 9.0%
Value ($000) $9,184 Shares 121,664 Est. Cost $75.49 Unrealized
ITW ILLINOIS TOOL WKS INC COM 6.6%
Value ($000) $6,732 Shares 34,842 Est. Cost $167.30 Unrealized 0.0%
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 3.7%
Value ($000) $3,750 Shares 137,858 Est. Cost $27.20 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 3.1%
Value ($000) $3,208 Shares 46,954 Est. Cost $68.32 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.1%
Value ($000) $3,153 Shares 52,303 Est. Cost $60.28 Unrealized
AAPL APPLE INC COM 1.9%
Value ($000) $1,981 Shares 17,108 Est. Cost $105.97 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 1.9%
Value ($000) $1,947 Shares 19,095 Est. Cost $101.96 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 1.9%
Value ($000) $1,928 Shares 37,437 Est. Cost $51.50 Unrealized
POWR ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF 1.1%
Value ($000) $1,161 Shares 111,076 Est. Cost $10.45 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.9%
Value ($000) $882 Shares 5,890 Est. Cost $149.75 Unrealized
MCD MCDONALDS CORP COM 0.8%
Value ($000) $818 Shares 3,729 Est. Cost $181.40 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.8%
Value ($000) $782 Shares 5,285 Est. Cost $145.78 Unrealized 0.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.7%
Value ($000) $701 Shares 8,807 Est. Cost $79.60 Unrealized
GNMA ISHARES BARCLAYS GNMA BOND FUND 0.7%
Value ($000) $696 Shares 13,627 Est. Cost $51.08 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value ($000) $627 Shares 7,687 Est. Cost $81.57 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.6%
Value ($000) $571 Shares 2,471 Est. Cost $231.08 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $528 Shares 3,549 Est. Cost $127.01 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $492 Shares 2,310 Est. Cost $204.56 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $479 Shares 3,443 Est. Cost $116.35 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.5%
Value ($000) $473 Shares 15,078 Est. Cost $31.37 Unrealized
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $452 Shares 2,151 Est. Cost $200.75 Unrealized 0.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.4%
Value ($000) $412 Shares 16,517 Est. Cost $24.94 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $397 Shares 6,669 Est. Cost $42.57 Unrealized 0.0%
IJH ISHARES S&P MIDCAP FUND 0.4%
Value ($000) $396 Shares 2,137 Est. Cost $185.31 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.4%
Value ($000) $394 Shares 4,761 Est. Cost $82.76 Unrealized
INTC INTEL CORP COM 0.4%
Value ($000) $386 Shares 7,453 Est. Cost $46.53 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $384 Shares 3,416 Est. Cost $112.41 Unrealized
QQQ INVESCO QQQ TRUST 0.4%
Value ($000) $363 Shares 1,308 Est. Cost $277.52 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $348 Shares 1,039 Est. Cost $334.94 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $346 Shares 2,470 Est. Cost $41.31 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.3%
Value ($000) $313 Shares 2,435 Est. Cost $128.54 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.3%
Value ($000) $313 Shares 3,543 Est. Cost $88.34 Unrealized
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.3%
Value ($000) $312 Shares 9,411 Est. Cost $33.15 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $309 Shares 870 Est. Cost $309.06 Unrealized 0.0%
VTV VANGUARD VALUE INDEX FUND 0.3%
Value ($000) $298 Shares 2,851 Est. Cost $104.52 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $298 Shares 2,741 Est. Cost $92.34 Unrealized 0.0%
MRK MERCK & CO. INC COM 0.3%
Value ($000) $281 Shares 3,393 Est. Cost $65.93 Unrealized 0.0%
VTR VENTAS INC COM 0.3%
Value ($000) $258 Shares 6,152 Est. Cost $33.04 Unrealized 0.0%
META FACEBOOK INC CL A 0.2%
Value ($000) $239 Shares 911 Est. Cost $256.10 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $236 Shares 6,115 Est. Cost $27.18 Unrealized 0.0%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.2%
Value ($000) $219 Shares 2,972 Est. Cost $73.69 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $206 Shares 2,354 Est. Cost $76.31 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $204 Shares 416 Est. Cost $465.18 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $197 Shares 134 Est. Cost $75.72 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $197 Shares 1,670 Est. Cost $117.96 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $186 Shares 3,369 Est. Cost $55.21 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $184 Shares 2,560 Est. Cost $66.50 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $178 Shares 1,460 Est. Cost $93.86 Unrealized 0.0%
VHT VANGUARD HEALTH CARE INDEX FUND 0.2%
Value ($000) $175 Shares 858 Est. Cost $203.96 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $169 Shares 382 Est. Cost $407.40 Unrealized 0.0%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.2%
Value ($000) $165 Shares 3,680 Est. Cost $44.84 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.2%
Value ($000) $162 Shares 1,107 Est. Cost $146.34 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $161 Shares 2,521 Est. Cost $63.86 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $154 Shares 604 Est. Cost $209.54 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $151 Shares 395 Est. Cost $329.03 Unrealized 0.0%
SPIRIT RLTY CAP INC NEW COM NEW 0.1%
Value ($000) $150 Shares 4,439 Est. Cost $33.79 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $150 Shares 3,804 Est. Cost $37.06 Unrealized 0.0%
AWR AMER STATES WTR CO COM 0.1%
Value ($000) $147 Shares 1,956 Est. Cost $68.96 Unrealized 0.0%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $146 Shares 2,085 Est. Cost $70.02 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $143 Shares 400 Est. Cost $324.27 Unrealized 0.0%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.1%
Value ($000) $143 Shares 793 Est. Cost $180.33 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $141 Shares 3,845 Est. Cost $27.11 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $140 Shares 414 Est. Cost $315.67 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $139 Shares 44 Est. Cost $157.65 Unrealized 0.0%
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.1%
Value ($000) $138 Shares 4,851 Est. Cost $28.45 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $134 Shares 398 Est. Cost $336.68 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $127 Shares 1,005 Est. Cost $126.37 Unrealized
WELL WELLTOWER INC COM 0.1%
Value ($000) $127 Shares 2,307 Est. Cost $47.28 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $126 Shares 2,550 Est. Cost $40.79 Unrealized 0.0%
INTU INTUIT COM 0.1%
Value ($000) $121 Shares 372 Est. Cost $302.64 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $118 Shares 1,374 Est. Cost $70.79 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $111 Shares 667 Est. Cost $117.34 Unrealized 0.0%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $108 Shares 4,487 Est. Cost $21.82 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $107 Shares 750 Est. Cost $116.84 Unrealized 0.0%
WPC WP CAREY INC COM 0.1%
Value ($000) $106 Shares 1,622 Est. Cost $65.35 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $104 Shares 1,984 Est. Cost $52.42 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.1%
Value ($000) $100 Shares 1,943 Est. Cost $44.78 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $99 Shares 2,414 Est. Cost $41.01 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $98 Shares 3,258 Est. Cost $25.88 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $96 Shares 3,602 Est. Cost $26.65 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $96 Shares 243 Est. Cost $402.72 Unrealized 0.0%
M D C HLDGS INC COM 0.1%
Value ($000) $94 Shares 2,000 Est. Cost $47.00 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $90 Shares 2,000 Est. Cost $40.31 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $87 Shares 1,165 Est. Cost $58.86 Unrealized 0.0%
FAST FASTENAL CO COM 0.1%
Value ($000) $87 Shares 1,930 Est. Cost $20.06 Unrealized 0.0%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $87 Shares 635 Est. Cost $137.01 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $87 Shares 699 Est. Cost $122.12 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $86 Shares 1,627 Est. Cost $52.86 Unrealized
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $86 Shares 1,100 Est. Cost $62.45 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $85 Shares 273 Est. Cost $311.36 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $84 Shares 722 Est. Cost $116.34 Unrealized
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $83 Shares 2,700 Est. Cost $28.19 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $82 Shares 850 Est. Cost $85.44 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $81 Shares 583 Est. Cost $125.00 Unrealized 0.0%
T AT&T INC COM 0.1%
Value ($000) $81 Shares 2,850 Est. Cost $15.56 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $78 Shares 254 Est. Cost $307.09 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.1%
Value ($000) $78 Shares 365 Est. Cost $213.70 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $78 Shares 1,000 Est. Cost $67.52 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $77 Shares 1,242 Est. Cost $52.12 Unrealized 0.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $76 Shares 550 Est. Cost $115.17 Unrealized 0.0%
JUNIPER NETWORKS INC COM 0.1%
Value ($000) $75 Shares 3,500 Est. Cost $21.43 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $75 Shares 375 Est. Cost $178.97 Unrealized 0.0%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $75 Shares 500 Est. Cost $126.81 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $74 Shares 1,263 Est. Cost $52.38 Unrealized 0.0%
KNCT INVESCO DYNAMIC NETWORKING ETF 0.1%
Value ($000) $73 Shares 1,061 Est. Cost $68.80 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $73 Shares 1,275 Est. Cost $48.56 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $72 Shares 3,730 Est. Cost $17.07 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $71 Shares 870 Est. Cost $67.80 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.1%
Value ($000) $70 Shares 1,000 Est. Cost $48.10 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $70 Shares 129 Est. Cost $11.60 Unrealized 0.0%
EXC EXELON CORP COM 0.1%
Value ($000) $68 Shares 1,900 Est. Cost $21.91 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $65 Shares 1,500 Est. Cost $41.02 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $65 Shares 738 Est. Cost $66.72 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $65 Shares 1,352 Est. Cost $42.54 Unrealized 0.0%
MMM 3M CO COM 0.1%
Value ($000) $64 Shares 400 Est. Cost $110.37 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $64 Shares 1,000 Est. Cost $50.42 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL COM 0.1%
Value ($000) $63 Shares 2,400 Est. Cost $21.42 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $63 Shares 610 Est. Cost $86.23 Unrealized 0.0%
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF 0.1%
Value ($000) $63 Shares 1,649 Est. Cost $38.20 Unrealized
PWV INVESCO DYNAMIC LARGE CAP VALUE ETF 0.1%
Value ($000) $62 Shares 1,825 Est. Cost $33.97 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $62 Shares 42 Est. Cost $75.62 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $60 Shares 1,000 Est. Cost $60.00 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $60 Shares 2,448 Est. Cost $24.51 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $60 Shares 2,800 Est. Cost $16.35 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $60 Shares 2,381 Est. Cost $25.20 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $60 Shares 338 Est. Cost $177.51 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $57 Shares 133 Est. Cost $118.07 Unrealized 0.0%
KEY KEYCORP COM 0.1%
Value ($000) $57 Shares 4,800 Est. Cost $9.39 Unrealized 0.0%
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $57 Shares 735 Est. Cost $67.99 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $56 Shares 4,900 Est. Cost $8.96 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $56 Shares 2,200 Est. Cost $20.14 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $56 Shares 900 Est. Cost $62.22 Unrealized
TOTAL SE SPONSORED ADS 0.1%
Value ($000) $55 Shares 1,600 Est. Cost $34.38 Unrealized
TDS TELEPHONE & DATA SYS INC COM NEW 0.1%
Value ($000) $55 Shares 3,000 Est. Cost $21.04 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $55 Shares 1,500 Est. Cost $35.51 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $55 Shares 1,474 Est. Cost $37.31 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $55 Shares 500 Est. Cost $88.70 Unrealized 0.0%
ISHARES COMEX GOLD TRUST 0.1%
Value ($000) $53 Shares 2,973 Est. Cost $17.83 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.1%
Value ($000) $53 Shares 1,000 Est. Cost $53.00 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $53 Shares 1,035 Est. Cost $51.21 Unrealized
STT STATE STR CORP COM 0.1%
Value ($000) $53 Shares 900 Est. Cost $54.51 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $52 Shares 350 Est. Cost $123.49 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $52 Shares 450 Est. Cost $93.44 Unrealized 0.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $51 Shares 171 Est. Cost $298.25 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $51 Shares 350 Est. Cost $124.18 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $51 Shares 1,100 Est. Cost $40.52 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $50 Shares 300 Est. Cost $136.26 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $50 Shares 511 Est. Cost $87.31 Unrealized 0.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $49 Shares 438 Est. Cost $111.87 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $48 Shares 335 Est. Cost $143.28 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $48 Shares 1,700 Est. Cost $28.24 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $24.00 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $48 Shares 1,439 Est. Cost $33.36 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $47 Shares 458 Est. Cost $102.62 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $24.42 Unrealized 0.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $47 Shares 600 Est. Cost $67.00 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $47 Shares 560 Est. Cost $83.93 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $46 Shares 1,930 Est. Cost $23.83 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $46 Shares 291 Est. Cost $118.66 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $46 Shares 1,291 Est. Cost $35.63 Unrealized
FSK FS KKR CAPITAL CORP COM 0.0%
Value ($000) $46 Shares 2,897 Est. Cost $7.29 Unrealized 0.0%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $46 Shares 283 Est. Cost $162.54 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $45 Shares 163 Est. Cost $237.65 Unrealized 0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $45 Shares 150 Est. Cost $300.00 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $45 Shares 390 Est. Cost $106.55 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $43 Shares 200 Est. Cost $197.84 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $43 Shares 1,492 Est. Cost $22.32 Unrealized 0.0%
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.0%
Value ($000) $41 Shares 3,000 Est. Cost $13.67 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $41 Shares 497 Est. Cost $82.49 Unrealized
EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $40 Shares 1,303 Est. Cost $30.70 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $40 Shares 386 Est. Cost $103.63 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $40 Shares 723 Est. Cost $55.33 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $39 Shares 173 Est. Cost $225.43 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $39 Shares 1,200 Est. Cost $31.21 Unrealized 0.0%
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $37 Shares 315 Est. Cost $51.62 Unrealized 0.0%
BLV VANGUARD LONG-TERM BOND INDEX FUND 0.0%
Value ($000) $36 Shares 325 Est. Cost $110.77 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX 0.0%
Value ($000) $36 Shares 1,936 Est. Cost $18.60 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $36 Shares 640 Est. Cost $56.25 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $36 Shares 378 Est. Cost $81.77 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $35 Shares 267 Est. Cost $131.09 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $34 Shares 276 Est. Cost $123.19 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $34 Shares 789 Est. Cost $43.09 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $34 Shares 316 Est. Cost $107.59 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $33 Shares 411 Est. Cost $80.29 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $32 Shares 693 Est. Cost $37.62 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $32 Shares 253 Est. Cost $99.64 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $32 Shares 403 Est. Cost $79.40 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $31 Shares 724 Est. Cost $42.61 Unrealized 0.0%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $31 Shares 204 Est. Cost $151.96 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $30 Shares 567 Est. Cost $44.51 Unrealized 0.0%
NUVEEN CA QUALTY MUN INCOME FD COM 0.0%
Value ($000) $30 Shares 2,032 Est. Cost $14.76 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $28 Shares 179 Est. Cost $156.42 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.0%
Value ($000) $28 Shares 1,143 Est. Cost $24.50 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $26 Shares 500 Est. Cost $49.06 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $26 Shares 261 Est. Cost $86.18 Unrealized 0.0%
HESKA CORP COM RESTRC NEW 0.0%
Value ($000) $25 Shares 250 Est. Cost $100.00 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $180.94 Unrealized 0.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $25 Shares 160 Est. Cost $156.25 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $24 Shares 425 Est. Cost $53.70 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $24 Shares 146 Est. Cost $170.43 Unrealized 0.0%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $24 Shares 171 Est. Cost $140.35 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $24 Shares 112 Est. Cost $214.29 Unrealized
AEROJET ROCKETDYNE HLDGS INC COM 0.0%
Value ($000) $23 Shares 586 Est. Cost $39.25 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $23 Shares 774 Est. Cost $30.37 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $23 Shares 46 Est. Cost $49.77 Unrealized 0.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $22 Shares 559 Est. Cost $39.36 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $22 Shares 215 Est. Cost $102.33 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $22 Shares 164 Est. Cost $134.15 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $22 Shares 75 Est. Cost $293.33 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $21 Shares 900 Est. Cost $21.83 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $21 Shares 735 Est. Cost $25.02 Unrealized 0.0%
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $21 Shares 100 Est. Cost $210.00 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $179.92 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $20 Shares 252 Est. Cost $62.04 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $43.07 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $19 Shares 250 Est. Cost $76.00 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $57.86 Unrealized 0.0%
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value ($000) $18 Shares 330 Est. Cost $54.55 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $18 Shares 413 Est. Cost $43.58 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $18 Shares 278 Est. Cost $52.29 Unrealized 0.0%
TSBK TIMBERLAND BANCORP INC COM 0.0%
Value ($000) $18 Shares 1,024 Est. Cost $14.23 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $17 Shares 267 Est. Cost $63.67 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $17 Shares 316 Est. Cost $43.54 Unrealized 0.0%
YAMANA GOLD INC COM 0.0%
Value ($000) $17 Shares 3,000 Est. Cost $5.67 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $17 Shares 63 Est. Cost $269.84 Unrealized
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $16 Shares 300 Est. Cost $48.36 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $16 Shares 1,027 Est. Cost $15.46 Unrealized 0.0%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $16 Shares 2,931 Est. Cost $5.46 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $105.21 Unrealized 0.0%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $15 Shares 1,182 Est. Cost $12.69 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $15 Shares 86 Est. Cost $174.42 Unrealized
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $15 Shares 250 Est. Cost $60.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $124.98 Unrealized 0.0%
STAG STAG INDL INC COM 0.0%
Value ($000) $14 Shares 450 Est. Cost $31.11 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $14 Shares 185 Est. Cost $75.68 Unrealized
SHARPS COMPLIANCE CORP COM 0.0%
Value ($000) $14 Shares 2,250 Est. Cost $6.22 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $14 Shares 658 Est. Cost $21.28 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $14 Shares 30 Est. Cost $319.79 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.67 Unrealized
PACWEST BANCORP DEL COM 0.0%
Value ($000) $14 Shares 809 Est. Cost $17.31 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $13 Shares 425 Est. Cost $26.37 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $13 Shares 212 Est. Cost $56.47 Unrealized 0.0%
JPMORGAN ALERIAN MLP INDEX ETN 0.0%
Value ($000) $13 Shares 1,223 Est. Cost $10.63 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $12 Shares 58 Est. Cost $183.63 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $11 Shares 169 Est. Cost $55.14 Unrealized 0.0%
CLOUDERA INC COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.00 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $11 Shares 400 Est. Cost $20.67 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $139.87 Unrealized 0.0%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $11 Shares 697 Est. Cost $15.78 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $46.03 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $11 Shares 300 Est. Cost $28.94 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $125.00 Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $10 Shares 600 Est. Cost $15.94 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $10 Shares 381 Est. Cost $21.68 Unrealized 0.0%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $10 Shares 207 Est. Cost $48.31 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $9 Shares 40 Est. Cost $212.28 Unrealized 0.0%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $9 Shares 256 Est. Cost $35.16 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $8 Shares 210 Est. Cost $38.10 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $8 Shares 198 Est. Cost $40.40 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $8 Shares 900 Est. Cost $8.20 Unrealized 0.0%
SBIO ALPS MEDICAL BREAKTHROUGHS ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $216.28 Unrealized 0.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 112 Est. Cost $62.50 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 105 Est. Cost $66.67 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $6 Shares 165 Est. Cost $32.32 Unrealized 0.0%
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.0%
Value ($000) $6 Shares 29 Est. Cost $206.90 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $6 Shares 1,400 Est. Cost $4.29 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $6 Shares 173 Est. Cost $32.01 Unrealized 0.0%
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $6 Shares 968 Est. Cost $6.20 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $6 Shares 34 Est. Cost $176.47 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $5 Shares 188 Est. Cost $26.60 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $5 Shares 61 Est. Cost $81.97 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $5 Shares 30 Est. Cost $146.70 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $216.72 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $4 Shares 81 Est. Cost $49.38 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $133.22 Unrealized 0.0%
AMUB ETRACS ALERIAN MLP INDEX ETN SERIES B 0.0%
Value ($000) $4 Shares 659 Est. Cost $6.07 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $208.25 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $4 Shares 76 Est. Cost $52.63 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $22.95 Unrealized 0.0%
CDK GLOBAL INC COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $47.06 Unrealized
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.79 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 26 Est. Cost $153.85 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 62 Est. Cost $64.52 Unrealized
CLIR CLEARSIGN TECHNOLOGIES CORP COM 0.0%
Value ($000) $4 Shares 1,681 Est. Cost $2.29 Unrealized 0.0%
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $64.52 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $86.36 Unrealized 0.0%
LFVN LIFEVANTAGE CORP COM NEW 0.0%
Value ($000) $3 Shares 285 Est. Cost $13.52 Unrealized 0.0%
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.15 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.48 Unrealized 0.0%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.12 Unrealized 0.0%
AMERICAN RIV BANKSHARES COM 0.0%
Value ($000) $3 Shares 341 Est. Cost $8.80 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $344.57 Unrealized 0.0%
CONSOLIDATED COMM HLDGS INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $3 Shares 553 Est. Cost $5.42 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $3 Shares 144 Est. Cost $7.32 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.11 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.59 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $48.78 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $2 Shares 180 Est. Cost $13.27 Unrealized 0.0%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
ALEX ALEXANDER & BALDWIN INC NEW COM 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.17 Unrealized 0.0%
IYK ISHARES U.S. CONSUMER GOODS ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 116 Est. Cost $8.62 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $43.94 Unrealized 0.0%
SONO SONOS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.73 Unrealized 0.0%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
LIBERTY ALL-STAR GROWTH FD INC COM 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.62 Unrealized
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 0.0%
Value ($000) $1 Shares 550 Est. Cost $1.82 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 98 Est. Cost $9.16 Unrealized 0.0%
BTU PEABODY ENERGY CORP NEW COM 0.0%
Value ($000) $1 Shares 231 Est. Cost $2.78 Unrealized 0.0%
TDAY GANNETT CO INC COM 0.0%
Value ($000) $1 Shares 400 Est. Cost $1.52 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $1 Shares 9 Est. Cost $28.60 Unrealized 0.0%
CRH MED CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.06 Unrealized 0.0%
MLR MILLER INDS INC TENN COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.04 Unrealized 0.0%
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.13 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.04 Unrealized 0.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $62.20 Unrealized 0.0%
DIAMOND OFFSHORE DRILLING INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
ENTERCOM COMMUNICATIONS CORP CL A 0.0%
Value ($000) $0 Shares 302 Est. Cost Unrealized
VALPQ VALARIS PLC SHS CLASS A 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized