Hoese & Co LLP Diversified Active

CIK: 0001840268 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 21, 2022

Total Value ($000): $96,882 (100.0% shares, 0.0% debt)

Holdings (206)

IVV ISHARES TR CORE S&P500 ETF 17.9%
Value ($000) $17,317 Shares 38,169 Est. Cost $371.51 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 10.9%
Value ($000) $10,533 Shares 205,730 Est. Cost $52.48 Unrealized
SPY SPDR TR S&P 500 ETF UNIT SER 1 10.8%
Value ($000) $10,469 Shares 23,180 Est. Cost $370.05 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 8.7%
Value ($000) $8,404 Shares 20,243 Est. Cost $345.55 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 4.4%
Value ($000) $4,290 Shares 18,845 Est. Cost $200.73 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 4.4%
Value ($000) $4,231 Shares 8 Est. Cost $366657.40 Unrealized +32.4%
DGRO ISHARES TR CORE DIV GRWTH 4.0%
Value ($000) $3,893 Shares 72,909 Est. Cost $47.23 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 3.7%
Value ($000) $3,552 Shares 21,905 Est. Cost $145.51 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 3.5%
Value ($000) $3,354 Shares 43,240 Est. Cost $70.01 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 3.3%
Value ($000) $3,189 Shares 23,685 Est. Cost $122.06 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 2.9%
Value ($000) $2,812 Shares 56,345 Est. Cost $46.48 Unrealized
IWF ISHARES TR RUSSELL1000GRW 2.1%
Value ($000) $2,031 Shares 7,317 Est. Cost $243.15 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 1.4%
Value ($000) $1,399 Shares 27,700 Est. Cost $50.51 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 1.1%
Value ($000) $1,090 Shares 14,574 Est. Cost $101.10 Unrealized
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $1,022 Shares 6,694 Est. Cost $115.68 Unrealized +22.9%
HON HONEYWELL INTERNATIONAL 1.0%
Value ($000) $960 Shares 4,932 Est. Cost $177.14 Unrealized -3.8%
IWD ISHARES TR RUS 1000 VAL ETF 1.0%
Value ($000) $956 Shares 5,764 Est. Cost $151.63 Unrealized
GIS GENERAL MLS INC COM 0.9%
Value ($000) $919 Shares 13,566 Est. Cost $50.86 Unrealized +15.6%
V VISA INC COM CL A 0.9%
Value ($000) $878 Shares 3,961 Est. Cost $204.39 Unrealized +2.8%
AMZN AMAZON COM INC 0.9%
Value ($000) $848 Shares 260 Est. Cost $158.51 Unrealized -2.5%
DIS WALT DISNEY CO 0.9%
Value ($000) $836 Shares 6,097 Est. Cost $179.53 Unrealized -21.3%
PFE PFIZER INC COM 0.7%
Value ($000) $662 Shares 12,796 Est. Cost $29.09 Unrealized +46.0%
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.6%
Value ($000) $611 Shares 3,346 Est. Cost $176.33 Unrealized
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.6%
Value ($000) $582 Shares 10,110 Est. Cost $58.61 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $567 Shares 1,840 Est. Cost $223.41 Unrealized +30.4%
DVY ISHARES TR DJ SEL DIV INX 0.6%
Value ($000) $540 Shares 4,215 Est. Cost $114.12 Unrealized
D DOMINION ENERGY INC COM 0.5%
Value ($000) $504 Shares 5,927 Est. Cost $58.61 Unrealized +14.2%
IJH ISHARES TR CORE S&P MCP ETF 0.5%
Value ($000) $490 Shares 1,825 Est. Cost $260.21 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $479 Shares 1,420 Est. Cost $241.32 Unrealized +32.0%
BAC BANK OF AMERICA CORPORATION COM 0.5%
Value ($000) $477 Shares 11,568 Est. Cost $23.66 Unrealized +72.5%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $418 Shares 2,364 Est. Cost $141.97 Unrealized +6.9%
PEP PEPSICO INC COM 0.4%
Value ($000) $410 Shares 2,450 Est. Cost $120.73 Unrealized +22.9%
ADBE ADOBE INC COM 0.4%
Value ($000) $393 Shares 863 Est. Cost $473.16 Unrealized +1.7%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.4%
Value ($000) $368 Shares 750 Est. Cost $475.86 Unrealized
AAPL APPLE INC COM 0.3%
Value ($000) $302 Shares 1,727 Est. Cost $141.16 Unrealized +16.8%
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $288 Shares 1,000 Est. Cost $257.05 Unrealized
HWKN HAWKINS INC COM 0.3%
Value ($000) $256 Shares 5,580 Est. Cost $34.37 Unrealized +22.6%
VO VANGUARD INDEX FDS MID CAP ETF 0.2%
Value ($000) $239 Shares 1,006 Est. Cost $226.34 Unrealized
RPG INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT 0.2%
Value ($000) $236 Shares 1,282 Est. Cost $164.59 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $204 Shares 2,499 Est. Cost $68.63 Unrealized +5.9%
CMI CUMMINS INC COM 0.2%
Value ($000) $201 Shares 980 Est. Cost $221.90 Unrealized -11.4%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $172 Shares 1,750 Est. Cost $78.47 Unrealized +11.4%
PRF INVESCO EXCHANGE TRADED FD TFTSE RAFI 1000 0.2%
Value ($000) $172 Shares 1,004 Est. Cost $151.39 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $167 Shares 750 Est. Cost $189.09 Unrealized +3.4%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $160 Shares 1,933 Est. Cost $43.31 Unrealized +56.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $141 Shares 400 Est. Cost $279.44 Unrealized +15.8%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $139 Shares 2,610 Est. Cost $43.94 Unrealized +8.9%
MDT MEDTRONIC PLC ORD 0.1%
Value ($000) $129 Shares 1,160 Est. Cost $95.21 Unrealized -1.6%
NUE NUCOR CORP COM 0.1%
Value ($000) $126 Shares 850 Est. Cost $56.08 Unrealized +106.0%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $115 Shares 2,374 Est. Cost $33.14 Unrealized +46.3%
ROST ROSS STORES INC COM 0.1%
Value ($000) $115 Shares 1,270 Est. Cost $112.20 Unrealized -18.8%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $108 Shares 212 Est. Cost $366.40 Unrealized +23.1%
NKE NIKE INC CL B 0.1%
Value ($000) $108 Shares 800 Est. Cost $129.42 Unrealized +1.9%
RY ROYAL BK CDA MONTREAL QUE COM 0.1%
Value ($000) $107 Shares 970 Est. Cost $99.12 Unrealized +13.1%
ORCL ORACLE CORP COM 0.1%
Value ($000) $103 Shares 1,250 Est. Cost $60.61 Unrealized +27.0%
ECL ECOLAB INC COM 0.1%
Value ($000) $102 Shares 580 Est. Cost $208.78 Unrealized -14.0%
MRK MERCK & CO INC COM 0.1%
Value ($000) $100 Shares 1,225 Est. Cost $63.25 Unrealized +10.4%
MMM 3M COMPANY COM 0.1%
Value ($000) $97 Shares 647 Est. Cost $125.09 Unrealized -8.4%
T AT&T INC COM 0.1%
Value ($000) $92 Shares 3,891 Est. Cost $16.38 Unrealized -9.0%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $91 Shares 324 Est. Cost $236.41 Unrealized +13.5%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.1%
Value ($000) $85 Shares 535 Est. Cost $132.53 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $85 Shares 350 Est. Cost $205.11 Unrealized -0.9%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $84 Shares 1,600 Est. Cost $33.97 Unrealized +9.3%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $84 Shares 518 Est. Cost $80.15 Unrealized +53.1%
HD HOME DEPOT INC COM 0.1%
Value ($000) $78 Shares 261 Est. Cost $247.00 Unrealized +27.1%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $77 Shares 875 Est. Cost $88.67 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $75 Shares 545 Est. Cost $127.52 Unrealized +4.8%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.1%
Value ($000) $74 Shares 990 Est. Cost $63.64 Unrealized
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $73 Shares 200 Est. Cost $304.93 Unrealized +17.7%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $68 Shares 1,469 Est. Cost $28.19 Unrealized +18.1%
ABBV ABBVIE INC COM 0.1%
Value ($000) $68 Shares 421 Est. Cost $102.28 Unrealized +23.6%
CLFD CLEARFIELD INC COM 0.1%
Value ($000) $62 Shares 948 Est. Cost $42.02 Unrealized +49.4%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $61 Shares 400 Est. Cost $133.92 Unrealized +10.0%
ALLEGHANY CORP MD COM 0.1%
Value ($000) $61 Shares 72 Est. Cost $666.67 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.1%
Value ($000) $61 Shares 800 Est. Cost $75.00 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $60 Shares 588 Est. Cost $112.29 Unrealized -9.9%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $60 Shares 836 Est. Cost $54.03 Unrealized +11.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $56 Shares 771 Est. Cost $52.88 Unrealized +7.5%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $54 Shares 508 Est. Cost $116.14 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $53 Shares 450 Est. Cost $108.81 Unrealized +6.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $52 Shares 280 Est. Cost $151.85 Unrealized +13.1%
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $52 Shares 710 Est. Cost $73.24 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.1%
Value ($000) $51 Shares 660 Est. Cost $78.26 Unrealized
NUVEEN S&P 500 BUY-WRITE INCCOM 0.1%
Value ($000) $50 Shares 3,500 Est. Cost $13.43 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $48 Shares 63 Est. Cost $873.02 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $47 Shares 500 Est. Cost $76.42 Unrealized +8.3%
VFC V F CORP COM 0.0%
Value ($000) $46 Shares 803 Est. Cost $83.35 Unrealized -25.6%
UNP UNION PAC CORP COM 0.0%
Value ($000) $44 Shares 160 Est. Cost $188.27 Unrealized +22.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $42 Shares 253 Est. Cost $155.29 Unrealized -2.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $40 Shares 301 Est. Cost $111.03 Unrealized +19.7%
BIP BROOKFIELD INFRAST PARTNERS LP INT UNIT 0.0%
Value ($000) $40 Shares 600 Est. Cost $55.00 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $39 Shares 764 Est. Cost $42.25 Unrealized -1.8%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $37 Shares 340 Est. Cost $108.82 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $35 Shares 200 Est. Cost $134.67 Unrealized +13.9%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 0.0%
Value ($000) $35 Shares 333 Est. Cost $117.12 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $35 Shares 144 Est. Cost $204.31 Unrealized +8.6%
CTO CTO RLTY GROWTH INC NEW COM 0.0%
Value ($000) $33 Shares 494 Est. Cost $52.63 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $32 Shares 100 Est. Cost $320.00 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $30 Shares 800 Est. Cost $28.42 Unrealized +32.5%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $29 Shares 118 Est. Cost $191.26 Unrealized +19.1%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $29 Shares 528 Est. Cost $62.95 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $28 Shares 400 Est. Cost $41.29 Unrealized +26.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $28 Shares 250 Est. Cost $84.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $28 Shares 10 Est. Cost $138.42 Unrealized -2.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $27 Shares 147 Est. Cost $151.36 Unrealized +3.9%
XLV SECTOR SPDR HEALTH CARE 0.0%
Value ($000) $27 Shares 200 Est. Cost $116.63 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $26 Shares 302 Est. Cost $70.57 Unrealized +3.2%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $24 Shares 65 Est. Cost $363.64 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $71.51 Unrealized -3.6%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $22 Shares 201 Est. Cost $119.40 Unrealized
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP 0.0%
Value ($000) $22 Shares 450 Est. Cost $48.89 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $22 Shares 285 Est. Cost $72.33 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $22 Shares 900 Est. Cost $24.44 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $21 Shares 150 Est. Cost $81.34 Unrealized +49.4%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $20 Shares 72 Est. Cost $27.46 Unrealized -8.8%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $30.80 Unrealized +18.1%
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $19 Shares 193 Est. Cost $133.35 Unrealized -28.9%
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.0%
Value ($000) $19 Shares 226 Est. Cost $88.50 Unrealized
PDBC INVESCO ACTIVLY MANGD ETC FDOPTIMUM YIELD 0.0%
Value ($000) $19 Shares 1,080 Est. Cost $20.37 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $18 Shares 1,136 Est. Cost $19.37 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $17 Shares 324 Est. Cost $38.61 Unrealized +12.3%
INTC INTEL CORP COM 0.0%
Value ($000) $17 Shares 336 Est. Cost $53.11 Unrealized -13.0%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.0%
Value ($000) $17 Shares 350 Est. Cost $51.43 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $16 Shares 920 Est. Cost $10.32 Unrealized +41.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.33 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INCOM 0.0%
Value ($000) $16 Shares 224 Est. Cost $54.14 Unrealized +16.2%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $15 Shares 600 Est. Cost $23.33 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $53.77 Unrealized +9.2%
O REALTY INCOME CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $51.83 Unrealized +6.7%
IWM ISHARES TR RUSSELL 2000 0.0%
Value ($000) $14 Shares 67 Est. Cost $223.88 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $243.85 Unrealized +1.9%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $13 Shares 124 Est. Cost $87.80 Unrealized +5.2%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $13 Shares 131 Est. Cost $70.48 Unrealized +30.5%
TLK P T TELEKOMUNIKASI INDONESIASPONSORED ADR 0.0%
Value ($000) $13 Shares 400 Est. Cost $22.50 Unrealized
SCHW THE CHARLES SCHWAB CORPORATICOM 0.0%
Value ($000) $13 Shares 152 Est. Cost $76.51 Unrealized +9.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $13 Shares 881 Est. Cost $12.05 Unrealized +8.5%
FAST FASTENAL CO COM 0.0%
Value ($000) $13 Shares 216 Est. Cost $26.67 Unrealized -4.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $12 Shares 279 Est. Cost $53.21 Unrealized -9.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $84.55 Unrealized +2.6%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $12 Shares 129 Est. Cost $62.95 Unrealized -7.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $108.88 Unrealized +25.1%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $13.30 Unrealized +67.2%
HSY HERSHEY CO COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $150.65 Unrealized +22.4%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $166.30 Unrealized -68.4%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $10 Shares 46 Est. Cost $152.66 Unrealized +16.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $51.11 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $10 Shares 272 Est. Cost $31.77 Unrealized +6.2%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $10 Shares 170 Est. Cost $39.34 Unrealized +9.3%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $10 Shares 25 Est. Cost $228.51 Unrealized +31.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $10 Shares 194 Est. Cost $60.64 Unrealized -11.8%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $51.34 Unrealized +43.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $47.19 Unrealized +68.8%
DCI DONALDSON INC COM 0.0%
Value ($000) $9 Shares 180 Est. Cost $55.29 Unrealized -7.6%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $9 Shares 265 Est. Cost $22.79 Unrealized -0.0%
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.39 Unrealized +2.4%
FUL FULLER H B CO COM 0.0%
Value ($000) $9 Shares 134 Est. Cost $70.02 Unrealized -4.5%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $99.58 Unrealized -6.5%
TOTAL S A SPONSORED ADR 0.0%
Value ($000) $8 Shares 154 Est. Cost $42.50 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $302.36 Unrealized -12.2%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $8 Shares 224 Est. Cost $33.41 Unrealized -1.0%
AA ALCOA CORP COM 0.0%
Value ($000) $8 Shares 88 Est. Cost $40.36 Unrealized +72.3%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.93 Unrealized +8.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $41.04 Unrealized -6.9%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $7 Shares 5 Est. Cost $1400.00 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $7 Shares 600 Est. Cost $10.00 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.82 Unrealized +23.4%
APARTMENT INCOME REIT CORP COM 0.0%
Value ($000) $6 Shares 104 Est. Cost $48.08 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $6 Shares 159 Est. Cost $44.99 Unrealized -11.1%
TNC TENNANT CO COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $75.78 Unrealized -1.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $311.25 Unrealized -14.4%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.67 Unrealized +18.1%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $6 Shares 171 Est. Cost $30.53 Unrealized +11.8%
BROOKFIELD INFRASTRUCTURE COCOM SB VTG SHS A 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $21.80 Unrealized +16.6%
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $42.05 Unrealized +31.0%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $5 Shares 210 Est. Cost $17.20 Unrealized +12.1%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
DGII DIGI INTL INC COM 0.0%
Value ($000) $4 Shares 198 Est. Cost $22.90 Unrealized -6.7%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $4 Shares 160 Est. Cost $31.10 Unrealized -14.4%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $31.37 Unrealized +0.4%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $126.23 Unrealized -7.7%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $146.06 Unrealized +5.2%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $4 Shares 53 Est. Cost $69.96 Unrealized +15.2%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $73.17 Unrealized +4.4%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.43 Unrealized
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.05 Unrealized +4.6%
BX BLACKSTONE INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $76.25 Unrealized +40.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $3 Shares 31 Est. Cost $69.24 Unrealized +19.1%
JAMF HLDG CORP COM 0.0%
Value ($000) $3 Shares 74 Est. Cost $40.54 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $103.73 Unrealized -9.5%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $146.80 Unrealized -2.7%
PII POLARIS INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $117.80 Unrealized -3.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.62 Unrealized +7.4%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $3 Shares 90 Est. Cost $19.09 Unrealized +33.5%
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $191.53 Unrealized -0.1%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $2 Shares 3 Est. Cost $466.00 Unrealized +21.9%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $128.55 Unrealized +10.9%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $138.37 Unrealized -7.9%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $60.10 Unrealized 0.0%
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.62 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.86 Unrealized -1.3%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized