Hoese & Co LLP Diversified Active

CIK: 0001840268 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 13, 2021

Total Value ($000): $89,003 (100.0% shares, 0.0% debt)

Holdings (205)

IVV ISHARES TR CORE S&P500 ETF 19.1%
Value ($000) $17,006 Shares 39,557 Est. Cost $371.51 Unrealized
SPY SPDR TR S&P 500 ETF UNIT SER 1 11.4%
Value ($000) $10,164 Shares 23,744 Est. Cost $370.05 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 8.6%
Value ($000) $7,632 Shares 19,395 Est. Cost $340.18 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 5.2%
Value ($000) $4,655 Shares 88,830 Est. Cost $52.40 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 4.5%
Value ($000) $3,985 Shares 17,885 Est. Cost $198.01 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 4.2%
Value ($000) $3,767 Shares 9 Est. Cost $366657.40 Unrealized +14.6%
DGRO ISHARES TR CORE DIV GRWTH 3.4%
Value ($000) $3,054 Shares 60,645 Est. Cost $45.98 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 3.0%
Value ($000) $2,639 Shares 19,860 Est. Cost $118.35 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 3.0%
Value ($000) $2,634 Shares 17,020 Est. Cost $139.61 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 2.5%
Value ($000) $2,249 Shares 30,560 Est. Cost $66.93 Unrealized
IWF ISHARES TR RUSSELL1000GRW 2.4%
Value ($000) $2,119 Shares 7,807 Est. Cost $243.15 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 2.1%
Value ($000) $1,913 Shares 39,375 Est. Cost $44.75 Unrealized
MDT MEDTRONIC PLC ORD 1.9%
Value ($000) $1,658 Shares 13,352 Est. Cost $95.08 Unrealized +15.2%
HON HONEYWELL INTERNATIONAL 1.7%
Value ($000) $1,525 Shares 6,954 Est. Cost $177.14 Unrealized +8.5%
DE DEERE & CO COM 1.4%
Value ($000) $1,270 Shares 3,600 Est. Cost $307.48 Unrealized +11.5%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 1.4%
Value ($000) $1,208 Shares 8,277 Est. Cost $127.41 Unrealized
DIS WALT DISNEY CO 1.3%
Value ($000) $1,138 Shares 6,474 Est. Cost $179.83 Unrealized -2.3%
AMZN AMAZON COM INC 1.1%
Value ($000) $1,005 Shares 292 Est. Cost $158.51 Unrealized +4.8%
V VISA INC COM CL A 1.1%
Value ($000) $963 Shares 4,117 Est. Cost $204.39 Unrealized +8.1%
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $955 Shares 7,078 Est. Cost $115.68 Unrealized +4.4%
IWD ISHARES TR RUS 1000 VAL ETF 1.0%
Value ($000) $915 Shares 5,764 Est. Cost $151.63 Unrealized
GIS GENERAL MLS INC COM 1.0%
Value ($000) $866 Shares 14,216 Est. Cost $50.86 Unrealized +4.0%
MMM 3M COMPANY COM 0.9%
Value ($000) $825 Shares 4,154 Est. Cost $125.09 Unrealized +12.3%
IJH ISHARES TR CORE S&P MCP ETF 0.7%
Value ($000) $652 Shares 2,425 Est. Cost $260.21 Unrealized
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.7%
Value ($000) $641 Shares 10,110 Est. Cost $58.61 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.7%
Value ($000) $626 Shares 3,346 Est. Cost $176.33 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $604 Shares 2,231 Est. Cost $223.41 Unrealized +9.5%
ADBE ADOBE INC COM 0.7%
Value ($000) $589 Shares 1,006 Est. Cost $473.16 Unrealized +8.9%
BAC BANK OF AMERICA CORPORATION COM 0.6%
Value ($000) $577 Shares 13,986 Est. Cost $23.66 Unrealized +54.5%
PFE PFIZER INC COM 0.6%
Value ($000) $540 Shares 13,796 Est. Cost $29.01 Unrealized +6.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $501 Shares 1,700 Est. Cost $241.32 Unrealized +11.1%
DVY ISHARES TR DJ SEL DIV INX 0.6%
Value ($000) $492 Shares 4,215 Est. Cost $114.12 Unrealized
D DOMINION ENERGY INC COM 0.5%
Value ($000) $479 Shares 6,517 Est. Cost $58.61 Unrealized +6.9%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.4%
Value ($000) $388 Shares 790 Est. Cost $475.86 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $379 Shares 2,296 Est. Cost $141.82 Unrealized +2.2%
PEP PEPSICO INC COM 0.4%
Value ($000) $342 Shares 2,305 Est. Cost $118.99 Unrealized +6.0%
HD HOME DEPOT INC COM 0.3%
Value ($000) $288 Shares 902 Est. Cost $244.44 Unrealized +16.1%
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $287 Shares 1,000 Est. Cost $257.05 Unrealized
CMI CUMMINS INC COM 0.3%
Value ($000) $271 Shares 1,110 Est. Cost $221.90 Unrealized +2.9%
PPG PPG INDS INC COM 0.3%
Value ($000) $269 Shares 1,584 Est. Cost $130.10 Unrealized +20.2%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $251 Shares 1,618 Est. Cost $127.52 Unrealized +9.6%
VO VANGUARD INDEX FDS MID CAP ETF 0.3%
Value ($000) $239 Shares 1,006 Est. Cost $226.34 Unrealized
RPG INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT 0.3%
Value ($000) $236 Shares 1,282 Est. Cost $164.59 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $218 Shares 990 Est. Cost $188.27 Unrealized +6.4%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $211 Shares 4,662 Est. Cost $32.43 Unrealized +23.3%
SYY SYSCO CORP COM 0.2%
Value ($000) $193 Shares 2,473 Est. Cost $68.63 Unrealized +3.9%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $186 Shares 1,308 Est. Cost $111.03 Unrealized +16.0%
ROST ROSS STORES INC COM 0.2%
Value ($000) $173 Shares 1,393 Est. Cost $112.20 Unrealized +5.5%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $168 Shares 1,750 Est. Cost $78.47 Unrealized +9.0%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $164 Shares 750 Est. Cost $189.09 Unrealized +12.0%
PRF INVESCO EXCHANGE TRADED FD TFTSE RAFI 1000 0.2%
Value ($000) $161 Shares 1,004 Est. Cost $151.39 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $160 Shares 2,535 Est. Cost $43.31 Unrealized +15.5%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.2%
Value ($000) $142 Shares 960 Est. Cost $132.53 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $128 Shares 830 Est. Cost $129.42 Unrealized -2.9%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $125 Shares 2,196 Est. Cost $43.02 Unrealized +10.9%
T AT&T INC COM 0.1%
Value ($000) $120 Shares 4,162 Est. Cost $16.38 Unrealized +3.7%
XLV SECTOR SPDR HEALTH CARE 0.1%
Value ($000) $117 Shares 926 Est. Cost $116.63 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $116 Shares 1,275 Est. Cost $88.67 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.1%
Value ($000) $112 Shares 1,380 Est. Cost $78.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $111 Shares 400 Est. Cost $279.44 Unrealized 0.0%
BP BP P L C SPONSORED ADR 0.1%
Value ($000) $107 Shares 4,040 Est. Cost $24.26 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $102 Shares 1,311 Est. Cost $63.25 Unrealized +1.4%
RY ROYAL BK CDA MONTREAL QUE COM 0.1%
Value ($000) $98 Shares 970 Est. Cost $99.12 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $97 Shares 418 Est. Cost $191.26 Unrealized +9.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $97 Shares 1,250 Est. Cost $60.61 Unrealized +21.4%
NUE NUCOR CORP COM 0.1%
Value ($000) $96 Shares 1,000 Est. Cost $56.08 Unrealized +55.1%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $90 Shares 316 Est. Cost $234.60 Unrealized +6.2%
AMGN AMGEN INC COM 0.1%
Value ($000) $90 Shares 370 Est. Cost $205.11 Unrealized +3.6%
MFC MANULIFE FINL CORP COM 0.1%
Value ($000) $79 Shares 3,994 Est. Cost $19.97 Unrealized +4.9%
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $77 Shares 1,000 Est. Cost $137.60 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $76 Shares 1,600 Est. Cost $33.97 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $69 Shares 1,719 Est. Cost $28.19 Unrealized +1.6%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $66 Shares 164 Est. Cost $350.07 Unrealized +5.4%
VFC V F CORP COM 0.1%
Value ($000) $66 Shares 803 Est. Cost $83.35 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $65 Shares 200 Est. Cost $304.93 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.1%
Value ($000) $63 Shares 800 Est. Cost $75.00 Unrealized
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.1%
Value ($000) $63 Shares 990 Est. Cost $63.64 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $59 Shares 400 Est. Cost $133.92 Unrealized 0.0%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $59 Shares 508 Est. Cost $116.14 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $58 Shares 280 Est. Cost $201.55 Unrealized +2.4%
ABT ABBOTT LABS COM 0.1%
Value ($000) $58 Shares 500 Est. Cost $107.82 Unrealized -0.5%
BLACKROCK INC COM 0.1%
Value ($000) $55 Shares 63 Est. Cost $873.02 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $55 Shares 836 Est. Cost $54.03 Unrealized +10.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $52 Shares 771 Est. Cost $52.88 Unrealized +1.9%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $52 Shares 500 Est. Cost $79.58 Unrealized +9.4%
NUVEEN S&P 500 BUY-WRITE INCCOM 0.1%
Value ($000) $50 Shares 3,500 Est. Cost $13.43 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $50 Shares 500 Est. Cost $76.42 Unrealized 0.0%
FISV FISERV INC COM 0.1%
Value ($000) $49 Shares 460 Est. Cost $114.76 Unrealized +1.3%
KO COCA COLA CO COM 0.1%
Value ($000) $49 Shares 900 Est. Cost $43.82 Unrealized +7.9%
ALLEGHANY CORP MD COM 0.1%
Value ($000) $48 Shares 72 Est. Cost $666.67 Unrealized
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $42 Shares 403 Est. Cost $104.22 Unrealized
AAPL APPLE INC COM 0.0%
Value ($000) $42 Shares 307 Est. Cost $125.55 Unrealized +0.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $42 Shares 764 Est. Cost $42.25 Unrealized +2.8%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 0.0%
Value ($000) $40 Shares 333 Est. Cost $117.12 Unrealized
HWKN HAWKINS INC COM 0.0%
Value ($000) $39 Shares 1,200 Est. Cost $33.12 Unrealized 0.0%
RYN RAYONIER INC COM 0.0%
Value ($000) $37 Shares 1,042 Est. Cost $35.51 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $36 Shares 321 Est. Cost $94.76 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $147.87 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS LP INT UNIT 0.0%
Value ($000) $33 Shares 600 Est. Cost $55.00 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $32 Shares 250 Est. Cost $110.75 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $32 Shares 600 Est. Cost $51.11 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $28 Shares 147 Est. Cost $151.36 Unrealized +8.5%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $28 Shares 200 Est. Cost $134.67 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $27 Shares 193 Est. Cost $133.35 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $27 Shares 200 Est. Cost $112.39 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $27 Shares 250 Est. Cost $88.28 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $26 Shares 302 Est. Cost $70.57 Unrealized 0.0%
CTO CTO RLTY GROWTH INC NEW COM 0.0%
Value ($000) $26 Shares 494 Est. Cost $52.63 Unrealized
KALU KAISER ALUMINUM CORP COM PAR $0.01 0.0%
Value ($000) $25 Shares 200 Est. Cost $104.28 Unrealized 0.0%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $25 Shares 378 Est. Cost $66.14 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $24 Shares 201 Est. Cost $119.40 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $22 Shares 100 Est. Cost $188.81 Unrealized 0.0%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $22 Shares 114 Est. Cost $192.98 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $22 Shares 400 Est. Cost $41.29 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $22 Shares 150 Est. Cost $69.15 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $200.20 Unrealized +2.4%
PDBC INVESCO ACTIVLY MANGD ETC FDOPTIMUM YIELD 0.0%
Value ($000) $22 Shares 1,080 Est. Cost $20.37 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $22 Shares 1,181 Est. Cost $13.72 Unrealized 0.0%
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $22 Shares 150 Est. Cost $159.02 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $30.80 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP 0.0%
Value ($000) $22 Shares 450 Est. Cost $48.89 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $21 Shares 250 Est. Cost $84.00 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $21 Shares 800 Est. Cost $28.42 Unrealized 0.0%
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.0%
Value ($000) $20 Shares 226 Est. Cost $88.50 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOM 0.0%
Value ($000) $20 Shares 100 Est. Cost $176.27 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $18 Shares 255 Est. Cost $70.11 Unrealized +0.2%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $166.30 Unrealized -40.8%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $51.43 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $53.81 Unrealized -0.4%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $77.88 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 0.0%
Value ($000) $15 Shares 67 Est. Cost $223.88 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $15 Shares 229 Est. Cost $65.50 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $260.73 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $14 Shares 600 Est. Cost $23.33 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $51.83 Unrealized 0.0%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $13 Shares 150 Est. Cost $81.34 Unrealized 0.0%
PRK PARK NATL CORP COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $125.82 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $53.77 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.00 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $11 Shares 131 Est. Cost $70.48 Unrealized 0.0%
EBF ENNIS INC COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $14.93 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $41.04 Unrealized 0.0%
TLK P T TELEKOMUNIKASI INDONESIASPONSORED ADR 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $108.88 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $150.65 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $8 Shares 170 Est. Cost $39.34 Unrealized 0.0%
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.39 Unrealized 0.0%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $228.51 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $13.30 Unrealized 0.0%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $7 Shares 125 Est. Cost $50.46 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.93 Unrealized 0.0%
OGS ONE GAS INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $77.01 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $7 Shares 151 Est. Cost $62.42 Unrealized 0.0%
UGI UGI CORP NEW COM 0.0%
Value ($000) $7 Shares 159 Est. Cost $44.99 Unrealized 0.0%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $7 Shares 201 Est. Cost $34.83 Unrealized
FTS FORTIS INC COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $37.72 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.71 Unrealized 0.0%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $6 Shares 171 Est. Cost $30.53 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INCOM 0.0%
Value ($000) $6 Shares 100 Est. Cost $46.72 Unrealized +15.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.00 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.19 Unrealized 0.0%
COVANTA HLDG CORP COM 0.0%
Value ($000) $6 Shares 360 Est. Cost $16.67 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.34 Unrealized 0.0%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $5 Shares 210 Est. Cost $17.20 Unrealized 0.0%
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $5 Shares 202 Est. Cost $21.50 Unrealized 0.0%
EQUITY COMWLTH COM SH BEN INT 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
FHI FEDERATED HERMES INC CL B 0.0%
Value ($000) $5 Shares 150 Est. Cost $26.47 Unrealized 0.0%
WESTPAC BANKING CORP SPONSORED ADR 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.00 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.37 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $5 Shares 2 Est. Cost $118.29 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE COCOM SB VTG SHS A 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $5 Shares 7 Est. Cost $714.29 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $55.13 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $21.80 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $4 Shares 130 Est. Cost $26.93 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $42.05 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $4 Shares 61 Est. Cost $62.72 Unrealized 0.0%
NORDSTROM INC COM 0.0%
Value ($000) $4 Shares 101 Est. Cost $39.60 Unrealized
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $4 Shares 53 Est. Cost $69.96 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $4 Shares 20 Est. Cost $131.98 Unrealized +24.4%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.67 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $47.45 Unrealized 0.0%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
BX BLACKSTONE GROUP INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $76.25 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.28 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $146.80 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $191.53 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.62 Unrealized 0.0%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.23 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $138.37 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $2 Shares 31 Est. Cost $69.24 Unrealized 0.0%
ORANY ORANGE SPONSORED ADR 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $2 Shares 90 Est. Cost $19.09 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.71 Unrealized 0.0%
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value ($000) $2 Shares 61 Est. Cost $41.27 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $128.55 Unrealized 0.0%
TOTAL S A SPONSORED ADR 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $2 Shares 3 Est. Cost $466.00 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.86 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $11.87 Unrealized 0.0%
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized