Hoese & Co LLP Diversified Active

CIK: 0001840268 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 18, 2022

Total Value ($000): $100,602 (100.0% shares, 0.0% debt)

Holdings (211)

IVV ISHARES TR CORE S&P500 ETF 18.1%
Value ($000) $18,202 Shares 38,162 Est. Cost $371.51 Unrealized
SPY SPDR TR S&P 500 ETF UNIT SER 1 10.9%
Value ($000) $10,987 Shares 23,135 Est. Cost $370.05 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 10.3%
Value ($000) $10,400 Shares 202,340 Est. Cost $52.50 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 8.4%
Value ($000) $8,409 Shares 19,263 Est. Cost $342.01 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 4.3%
Value ($000) $4,340 Shares 17,975 Est. Cost $199.43 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.6%
Value ($000) $3,605 Shares 8 Est. Cost $366657.40 Unrealized +17.8%
DGRO ISHARES TR CORE DIV GRWTH 3.5%
Value ($000) $3,521 Shares 63,345 Est. Cost $46.30 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 3.0%
Value ($000) $3,017 Shares 17,565 Est. Cost $141.40 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 2.8%
Value ($000) $2,823 Shares 34,900 Est. Cost $68.21 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 2.8%
Value ($000) $2,822 Shares 19,385 Est. Cost $119.27 Unrealized
IWF ISHARES TR RUSSELL1000GRW 2.3%
Value ($000) $2,343 Shares 7,667 Est. Cost $243.15 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 2.2%
Value ($000) $2,236 Shares 42,035 Est. Cost $45.31 Unrealized
HON HONEYWELL INTERNATIONAL 1.4%
Value ($000) $1,422 Shares 6,818 Est. Cost $177.14 Unrealized +4.5%
MDT MEDTRONIC PLC ORD 1.4%
Value ($000) $1,392 Shares 13,460 Est. Cost $95.21 Unrealized +7.2%
DE DEERE & CO COM 1.2%
Value ($000) $1,234 Shares 3,600 Est. Cost $307.48 Unrealized +6.9%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 1.2%
Value ($000) $1,193 Shares 7,287 Est. Cost $127.41 Unrealized
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $1,150 Shares 7,029 Est. Cost $115.68 Unrealized +16.0%
DIS WALT DISNEY CO 1.0%
Value ($000) $980 Shares 6,327 Est. Cost $179.53 Unrealized -12.1%
IWD ISHARES TR RUS 1000 VAL ETF 1.0%
Value ($000) $968 Shares 5,764 Est. Cost $151.63 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $950 Shares 285 Est. Cost $158.51 Unrealized +8.0%
GIS GENERAL MLS INC COM 0.9%
Value ($000) $911 Shares 13,516 Est. Cost $50.86 Unrealized +8.6%
V VISA INC COM CL A 0.9%
Value ($000) $859 Shares 3,966 Est. Cost $204.39 Unrealized +1.8%
PFE PFIZER INC COM 0.8%
Value ($000) $824 Shares 13,954 Est. Cost $29.09 Unrealized +38.3%
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $740 Shares 2,202 Est. Cost $223.41 Unrealized +40.3%
MMM 3M COMPANY COM 0.7%
Value ($000) $703 Shares 3,958 Est. Cost $125.09 Unrealized +1.8%
IJH ISHARES TR CORE S&P MCP ETF 0.7%
Value ($000) $686 Shares 2,425 Est. Cost $260.21 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.6%
Value ($000) $642 Shares 3,346 Est. Cost $176.33 Unrealized
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.6%
Value ($000) $619 Shares 10,110 Est. Cost $58.61 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $589 Shares 1,420 Est. Cost $241.32 Unrealized +42.3%
BAC BANK OF AMERICA CORPORATION COM 0.5%
Value ($000) $522 Shares 11,743 Est. Cost $23.66 Unrealized +73.4%
DVY ISHARES TR DJ SEL DIV INX 0.5%
Value ($000) $517 Shares 4,215 Est. Cost $114.12 Unrealized
D DOMINION ENERGY INC COM 0.5%
Value ($000) $512 Shares 6,517 Est. Cost $58.61 Unrealized +6.0%
ADBE ADOBE INC COM 0.5%
Value ($000) $502 Shares 886 Est. Cost $473.16 Unrealized +32.1%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $412 Shares 2,404 Est. Cost $141.97 Unrealized +2.2%
PEP PEPSICO INC COM 0.4%
Value ($000) $401 Shares 2,305 Est. Cost $118.99 Unrealized +20.6%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.4%
Value ($000) $388 Shares 750 Est. Cost $475.86 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $384 Shares 926 Est. Cost $247.00 Unrealized +38.9%
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $321 Shares 1,000 Est. Cost $257.05 Unrealized
HWKN HAWKINS INC COM 0.3%
Value ($000) $316 Shares 8,002 Est. Cost $34.37 Unrealized +7.7%
AAPL APPLE INC COM 0.3%
Value ($000) $299 Shares 1,684 Est. Cost $140.56 Unrealized +10.1%
PPG PPG INDS INC COM 0.3%
Value ($000) $273 Shares 1,584 Est. Cost $130.10 Unrealized +13.4%
RPG INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT 0.3%
Value ($000) $270 Shares 1,282 Est. Cost $164.59 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.3%
Value ($000) $256 Shares 1,006 Est. Cost $226.34 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $242 Shares 1,110 Est. Cost $221.90 Unrealized -7.2%
UNP UNION PAC CORP COM 0.2%
Value ($000) $242 Shares 960 Est. Cost $188.27 Unrealized +14.2%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $241 Shares 1,523 Est. Cost $127.52 Unrealized +15.9%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $206 Shares 1,308 Est. Cost $111.03 Unrealized +25.7%
SYY SYSCO CORP COM 0.2%
Value ($000) $196 Shares 2,499 Est. Cost $68.63 Unrealized +0.2%
PRF INVESCO EXCHANGE TRADED FD TFTSE RAFI 1000 0.2%
Value ($000) $172 Shares 1,004 Est. Cost $151.39 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $163 Shares 1,750 Est. Cost $78.47 Unrealized +10.2%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $155 Shares 750 Est. Cost $189.09 Unrealized -1.3%
ROST ROSS STORES INC COM 0.1%
Value ($000) $148 Shares 1,293 Est. Cost $112.20 Unrealized -5.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $146 Shares 2,610 Est. Cost $43.94 Unrealized +11.1%
ECL ECOLAB INC COM 0.1%
Value ($000) $136 Shares 580 Est. Cost $208.78 Unrealized +3.2%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $134 Shares 2,185 Est. Cost $43.31 Unrealized +24.5%
NKE NIKE INC CL B 0.1%
Value ($000) $133 Shares 800 Est. Cost $129.42 Unrealized +19.4%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $131 Shares 2,724 Est. Cost $33.14 Unrealized +34.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $120 Shares 400 Est. Cost $279.44 Unrealized +2.5%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $113 Shares 324 Est. Cost $236.41 Unrealized +30.3%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $112 Shares 418 Est. Cost $191.26 Unrealized +20.0%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $112 Shares 1,275 Est. Cost $88.67 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $109 Shares 1,250 Est. Cost $60.61 Unrealized +46.7%
BP BP P L C SPONSORED ADR 0.1%
Value ($000) $108 Shares 4,040 Est. Cost $24.26 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $106 Shares 212 Est. Cost $366.40 Unrealized +15.2%
RY ROYAL BK CDA MONTREAL QUE COM 0.1%
Value ($000) $103 Shares 970 Est. Cost $99.12 Unrealized +4.7%
T AT&T INC COM 0.1%
Value ($000) $103 Shares 4,162 Est. Cost $16.38 Unrealized -10.5%
NUE NUCOR CORP COM 0.1%
Value ($000) $97 Shares 850 Est. Cost $56.08 Unrealized +82.8%
MRK MERCK & CO INC COM 0.1%
Value ($000) $94 Shares 1,225 Est. Cost $63.25 Unrealized +10.5%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.1%
Value ($000) $93 Shares 535 Est. Cost $132.53 Unrealized
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $86 Shares 200 Est. Cost $304.93 Unrealized +21.2%
CLFD CLEARFIELD INC COM 0.1%
Value ($000) $80 Shares 950 Est. Cost $42.02 Unrealized +49.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $79 Shares 350 Est. Cost $205.11 Unrealized -9.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $77 Shares 550 Est. Cost $108.81 Unrealized +9.1%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $76 Shares 1,600 Est. Cost $33.97 Unrealized -3.5%
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $72 Shares 1,000 Est. Cost $137.60 Unrealized
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.1%
Value ($000) $71 Shares 990 Est. Cost $63.64 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $69 Shares 400 Est. Cost $133.92 Unrealized +16.1%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $67 Shares 1,719 Est. Cost $28.19 Unrealized +8.8%
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.1%
Value ($000) $64 Shares 800 Est. Cost $75.00 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $61 Shares 518 Est. Cost $80.15 Unrealized +19.9%
FISV FISERV INC COM 0.1%
Value ($000) $61 Shares 588 Est. Cost $112.29 Unrealized -7.9%
XLV SECTOR SPDR HEALTH CARE 0.1%
Value ($000) $60 Shares 427 Est. Cost $116.63 Unrealized
VFC V F CORP COM 0.1%
Value ($000) $59 Shares 803 Est. Cost $83.35 Unrealized -12.4%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $58 Shares 508 Est. Cost $116.14 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $58 Shares 63 Est. Cost $873.02 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $57 Shares 836 Est. Cost $54.03 Unrealized +5.2%
IJK ISHARES TR S&P MC 400GR ETF 0.1%
Value ($000) $56 Shares 660 Est. Cost $78.26 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $53 Shares 900 Est. Cost $43.82 Unrealized +12.2%
NUVEEN S&P 500 BUY-WRITE INCCOM 0.1%
Value ($000) $51 Shares 3,500 Est. Cost $13.43 Unrealized
ALLEGHANY CORP MD COM 0.0%
Value ($000) $48 Shares 72 Est. Cost $666.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $48 Shares 771 Est. Cost $52.88 Unrealized -6.9%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $48 Shares 500 Est. Cost $76.42 Unrealized -0.1%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $46 Shares 280 Est. Cost $151.85 Unrealized +6.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $44 Shares 253 Est. Cost $155.29 Unrealized +6.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $43 Shares 321 Est. Cost $94.76 Unrealized +7.3%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $40 Shares 764 Est. Cost $42.25 Unrealized -4.4%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 0.0%
Value ($000) $40 Shares 333 Est. Cost $117.12 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $39 Shares 144 Est. Cost $204.31 Unrealized +17.2%
BIP BROOKFIELD INFRAST PARTNERS LP INT UNIT 0.0%
Value ($000) $36 Shares 600 Est. Cost $55.00 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $34 Shares 200 Est. Cost $134.67 Unrealized +16.4%
CTO CTO RLTY GROWTH INC NEW COM 0.0%
Value ($000) $30 Shares 494 Est. Cost $52.63 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $30 Shares 600 Est. Cost $51.11 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $29 Shares 10 Est. Cost $138.42 Unrealized +3.6%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $28 Shares 250 Est. Cost $84.00 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $28 Shares 147 Est. Cost $151.36 Unrealized +12.4%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $28 Shares 800 Est. Cost $28.42 Unrealized +14.8%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $26 Shares 66 Est. Cost $363.64 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $26 Shares 300 Est. Cost $71.51 Unrealized +3.3%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $30.80 Unrealized +3.9%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $24 Shares 400 Est. Cost $41.29 Unrealized +20.2%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $23 Shares 201 Est. Cost $119.40 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $23 Shares 378 Est. Cost $66.14 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $22 Shares 302 Est. Cost $70.57 Unrealized -8.3%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $21 Shares 72 Est. Cost $27.46 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP 0.0%
Value ($000) $21 Shares 450 Est. Cost $48.89 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $21 Shares 1,136 Est. Cost $19.37 Unrealized
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $21 Shares 193 Est. Cost $133.35 Unrealized -23.5%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $20 Shares 300 Est. Cost $60.93 Unrealized 0.0%
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.0%
Value ($000) $20 Shares 226 Est. Cost $88.50 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $19 Shares 922 Est. Cost $10.32 Unrealized +35.6%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $51.43 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $17 Shares 282 Est. Cost $53.21 Unrealized +5.9%
INTC INTEL CORP COM 0.0%
Value ($000) $17 Shares 336 Est. Cost $53.11 Unrealized -11.0%
PFG PRINCIPAL FINANCIAL GROUP INCOM 0.0%
Value ($000) $16 Shares 224 Est. Cost $54.14 Unrealized +11.1%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $16 Shares 324 Est. Cost $38.61 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 0.0%
Value ($000) $15 Shares 67 Est. Cost $223.88 Unrealized
PDBC INVESCO ACTIVLY MANGD ETC FDOPTIMUM YIELD 0.0%
Value ($000) $15 Shares 1,080 Est. Cost $20.37 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $15 Shares 150 Est. Cost $81.34 Unrealized +28.3%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $14 Shares 131 Est. Cost $70.48 Unrealized +14.2%
FAST FASTENAL CO COM 0.0%
Value ($000) $14 Shares 216 Est. Cost $26.67 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $243.85 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $14 Shares 882 Est. Cost $12.05 Unrealized +8.1%
O REALTY INCOME CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $51.83 Unrealized +6.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $53.77 Unrealized +1.8%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $13 Shares 300 Est. Cost $40.00 Unrealized
SCHW THE CHARLES SCHWAB CORPORATICOM 0.0%
Value ($000) $13 Shares 152 Est. Cost $76.51 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $13 Shares 124 Est. Cost $87.80 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $13 Shares 600 Est. Cost $23.33 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $12 Shares 194 Est. Cost $60.64 Unrealized -5.7%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $12 Shares 130 Est. Cost $62.95 Unrealized -2.2%
TLK P T TELEKOMUNIKASI INDONESIASPONSORED ADR 0.0%
Value ($000) $12 Shares 400 Est. Cost $22.50 Unrealized
DCI DONALDSON INC COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $55.29 Unrealized 0.0%
FUL FULLER H B CO COM 0.0%
Value ($000) $11 Shares 134 Est. Cost $70.02 Unrealized 0.0%
TTC TORO CO COM 0.0%
Value ($000) $11 Shares 108 Est. Cost $99.58 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $10 Shares 46 Est. Cost $152.66 Unrealized +10.4%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $166.30 Unrealized -64.5%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $10 Shares 32 Est. Cost $302.36 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $150.65 Unrealized +8.6%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $108.88 Unrealized +7.6%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $9 Shares 224 Est. Cost $33.41 Unrealized 0.0%
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.39 Unrealized -3.8%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $41.04 Unrealized +6.5%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $9 Shares 25 Est. Cost $228.51 Unrealized +20.6%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $9 Shares 272 Est. Cost $31.77 Unrealized -4.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $9 Shares 26 Est. Cost $311.25 Unrealized 0.0%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $8 Shares 170 Est. Cost $39.34 Unrealized +1.4%
TOTAL S A SPONSORED ADR 0.0%
Value ($000) $8 Shares 154 Est. Cost $42.50 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $8 Shares 90 Est. Cost $70.11 Unrealized +16.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $8 Shares 100 Est. Cost $58.93 Unrealized +18.2%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $51.34 Unrealized +20.1%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $13.30 Unrealized +25.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.19 Unrealized +32.7%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $7 Shares 171 Est. Cost $30.53 Unrealized +4.8%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $7 Shares 5 Est. Cost $1400.00 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $7 Shares 159 Est. Cost $44.99 Unrealized -1.2%
TNC TENNANT CO COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $75.78 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.18 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $6 Shares 266 Est. Cost $22.79 Unrealized -5.5%
APARTMENT INCOME REIT CORP COM 0.0%
Value ($000) $6 Shares 104 Est. Cost $48.08 Unrealized
BROOKFIELD INFRASTRUCTURE COCOM SB VTG SHS A 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $42.05 Unrealized +23.1%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $5 Shares 210 Est. Cost $17.20 Unrealized +7.0%
DGII DIGI INTL INC COM 0.0%
Value ($000) $5 Shares 198 Est. Cost $22.90 Unrealized 0.0%
AA ALCOA CORP COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $40.36 Unrealized +18.8%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $5 Shares 160 Est. Cost $31.10 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $5 Shares 600 Est. Cost $10.00 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.67 Unrealized +15.7%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.37 Unrealized +1.6%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $4 Shares 53 Est. Cost $69.96 Unrealized +4.2%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $146.80 Unrealized +3.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 33 Est. Cost $152.17 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
ZYNGA INC CL A 0.0%
Value ($000) $4 Shares 700 Est. Cost $5.71 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $73.17 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $21.80 Unrealized +10.2%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $126.23 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $103.73 Unrealized 0.0%
NTIC NORTHERN TECHNOLOGIES INTL CCOM 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.41 Unrealized -12.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $146.06 Unrealized 0.0%
PII POLARIS INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $117.80 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $191.53 Unrealized +11.8%
JAMF HLDG CORP COM 0.0%
Value ($000) $3 Shares 74 Est. Cost $40.54 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.43 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.05 Unrealized 0.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $76.25 Unrealized +52.3%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $44.24 Unrealized -5.0%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $3 Shares 31 Est. Cost $69.24 Unrealized +8.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.62 Unrealized +1.3%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $2 Shares 3 Est. Cost $466.00 Unrealized +32.5%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $128.55 Unrealized +17.2%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $138.37 Unrealized -5.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.71 Unrealized +4.8%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $2 Shares 90 Est. Cost $19.09 Unrealized +8.1%
EVERBRIDGE INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $125.00 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.86 Unrealized +5.3%
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.62 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $84.00 Unrealized +6.6%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized