Hoese & Co LLP Diversified Active

CIK: 0001840268 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 12, 2022

Total Value ($000): $89,072 (100.0% shares, 0.0% debt)

Holdings (200)

IVV ISHARES TR CORE S&P500 ETF 15.2%
Value ($000) $13,527 Shares 35,679 Est. Cost $371.51 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 11.6%
Value ($000) $10,376 Shares 207,070 Est. Cost $52.48 Unrealized
SPY SPDR TR S&P 500 ETF UNIT SER 1 8.2%
Value ($000) $7,315 Shares 19,388 Est. Cost $370.05 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 7.0%
Value ($000) $6,249 Shares 18,013 Est. Cost $345.55 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 4.3%
Value ($000) $3,830 Shares 76,730 Est. Cost $50.13 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 4.0%
Value ($000) $3,555 Shares 18,845 Est. Cost $200.73 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 3.9%
Value ($000) $3,453 Shares 72,495 Est. Cost $47.23 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 3.8%
Value ($000) $3,399 Shares 23,695 Est. Cost $145.36 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 3.7%
Value ($000) $3,289 Shares 46,845 Est. Cost $70.03 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.7%
Value ($000) $3,272 Shares 8 Est. Cost $366657.40 Unrealized +28.5%
QUAL ISHARES TR MSCI USA QLT FCT 3.5%
Value ($000) $3,148 Shares 28,175 Est. Cost $120.42 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 3.2%
Value ($000) $2,858 Shares 68,055 Est. Cost $45.71 Unrealized
VUSB VANGUARD BD INDEX FDS VANGUARD ULTRA 3.1%
Value ($000) $2,775 Shares 56,410 Est. Cost $49.19 Unrealized
IWF ISHARES TR RUSSELL1000GRW 1.7%
Value ($000) $1,531 Shares 7,002 Est. Cost $243.15 Unrealized
MDT MEDTRONIC PLC ORD 1.3%
Value ($000) $1,195 Shares 13,310 Est. Cost $90.80 Unrealized -0.5%
DE DEERE & CO COM 1.2%
Value ($000) $1,078 Shares 3,600 Est. Cost $349.66 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL 1.2%
Value ($000) $1,057 Shares 6,083 Est. Cost $175.09 Unrealized -5.0%
GIS GENERAL MLS INC COM 1.1%
Value ($000) $975 Shares 12,926 Est. Cost $50.86 Unrealized +21.6%
IWD ISHARES TR RUS 1000 VAL ETF 0.9%
Value ($000) $836 Shares 5,764 Est. Cost $151.63 Unrealized
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $785 Shares 5,464 Est. Cost $115.68 Unrealized +18.7%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.9%
Value ($000) $768 Shares 13,254 Est. Cost $101.10 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $715 Shares 3,634 Est. Cost $204.39 Unrealized -1.6%
PFE PFIZER INC COM 0.8%
Value ($000) $671 Shares 12,796 Est. Cost $29.09 Unrealized +44.4%
AMZN AMAZON COM INC 0.6%
Value ($000) $549 Shares 5,170 Est. Cost $126.81 Unrealized -1.3%
MMM 3M COMPANY COM 0.6%
Value ($000) $519 Shares 4,011 Est. Cost $108.41 Unrealized -3.0%
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.6%
Value ($000) $505 Shares 10,110 Est. Cost $58.61 Unrealized
DVY ISHARES TR DJ SEL DIV INX 0.6%
Value ($000) $496 Shares 4,215 Est. Cost $114.12 Unrealized
DIS WALT DISNEY CO 0.6%
Value ($000) $494 Shares 5,237 Est. Cost $179.53 Unrealized -39.6%
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.5%
Value ($000) $442 Shares 2,886 Est. Cost $176.33 Unrealized
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $442 Shares 1,720 Est. Cost $223.41 Unrealized +17.9%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $427 Shares 2,404 Est. Cost $142.27 Unrealized +12.4%
D DOMINION ENERGY INC COM 0.5%
Value ($000) $409 Shares 5,127 Est. Cost $58.61 Unrealized +18.3%
PEP PEPSICO INC COM 0.5%
Value ($000) $409 Shares 2,450 Est. Cost $120.73 Unrealized +24.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $395 Shares 1,420 Est. Cost $241.32 Unrealized +17.9%
IJH ISHARES TR CORE S&P MCP ETF 0.4%
Value ($000) $378 Shares 1,670 Est. Cost $260.21 Unrealized
BAC BANK OF AMERICA CORPORATION COM 0.4%
Value ($000) $360 Shares 11,568 Est. Cost $23.66 Unrealized +38.4%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.3%
Value ($000) $310 Shares 750 Est. Cost $475.86 Unrealized
ADBE ADOBE INC COM 0.3%
Value ($000) $284 Shares 775 Est. Cost $473.16 Unrealized -14.0%
HD HOME DEPOT INC COM 0.3%
Value ($000) $254 Shares 926 Est. Cost $262.81 Unrealized +2.4%
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $223 Shares 1,000 Est. Cost $257.05 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $211 Shares 2,499 Est. Cost $68.63 Unrealized +10.3%
HWKN HAWKINS INC COM 0.2%
Value ($000) $201 Shares 5,580 Est. Cost $34.37 Unrealized +10.0%
VO VANGUARD INDEX FDS MID CAP ETF 0.2%
Value ($000) $198 Shares 1,006 Est. Cost $226.34 Unrealized
AAPL APPLE INC COM 0.2%
Value ($000) $191 Shares 1,397 Est. Cost $141.16 Unrealized +5.3%
PPG PPG INDS INC COM 0.2%
Value ($000) $181 Shares 1,584 Est. Cost $115.64 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $167 Shares 1,483 Est. Cost $118.35 Unrealized -4.5%
PRF INVESCO EXCHANGE TRADED FD TFTSE RAFI 1000 0.2%
Value ($000) $149 Shares 1,004 Est. Cost $151.39 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $139 Shares 1,750 Est. Cost $78.47 Unrealized +4.3%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $134 Shares 750 Est. Cost $189.09 Unrealized +4.3%
RPG INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT 0.1%
Value ($000) $127 Shares 862 Est. Cost $164.59 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $120 Shares 2,610 Est. Cost $43.94 Unrealized -4.6%
CMI CUMMINS INC COM 0.1%
Value ($000) $119 Shares 615 Est. Cost $221.90 Unrealized -17.5%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $116 Shares 1,350 Est. Cost $43.31 Unrealized +83.7%
MRK MERCK & CO INC COM 0.1%
Value ($000) $112 Shares 1,225 Est. Cost $63.25 Unrealized +25.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $109 Shares 400 Est. Cost $279.44 Unrealized +12.3%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $109 Shares 212 Est. Cost $366.40 Unrealized +28.6%
RY ROYAL BK CDA MONTREAL QUE COM 0.1%
Value ($000) $94 Shares 970 Est. Cost $99.12 Unrealized +3.2%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $93 Shares 2,374 Est. Cost $33.14 Unrealized +20.6%
ECL ECOLAB INC COM 0.1%
Value ($000) $89 Shares 580 Est. Cost $208.78 Unrealized -23.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $87 Shares 1,250 Est. Cost $60.61 Unrealized +15.2%
T AT&T INC COM 0.1%
Value ($000) $78 Shares 3,700 Est. Cost $16.38 Unrealized -0.5%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $74 Shares 875 Est. Cost $88.67 Unrealized
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.1%
Value ($000) $69 Shares 990 Est. Cost $63.64 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $68 Shares 280 Est. Cost $205.11 Unrealized +6.6%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $67 Shares 1,600 Est. Cost $33.97 Unrealized +13.2%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $65 Shares 324 Est. Cost $236.41 Unrealized -10.4%
ABBV ABBVIE INC COM 0.1%
Value ($000) $64 Shares 421 Est. Cost $102.28 Unrealized +31.1%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $64 Shares 200 Est. Cost $304.93 Unrealized +6.2%
NUE NUCOR CORP COM 0.1%
Value ($000) $63 Shares 600 Est. Cost $56.08 Unrealized +128.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $62 Shares 1,469 Est. Cost $28.19 Unrealized +25.0%
ALLEGHANY CORP MD COM 0.1%
Value ($000) $60 Shares 72 Est. Cost $666.67 Unrealized
CLFD CLEARFIELD INC COM 0.1%
Value ($000) $59 Shares 948 Est. Cost $42.02 Unrealized +39.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $59 Shares 771 Est. Cost $52.88 Unrealized +22.9%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $59 Shares 836 Est. Cost $54.03 Unrealized +19.1%
NKE NIKE INC CL B 0.1%
Value ($000) $53 Shares 520 Est. Cost $129.42 Unrealized -14.0%
FISV FISERV INC COM 0.1%
Value ($000) $52 Shares 588 Est. Cost $112.29 Unrealized -13.6%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $52 Shares 508 Est. Cost $116.14 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $50 Shares 400 Est. Cost $133.92 Unrealized -1.0%
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.1%
Value ($000) $50 Shares 800 Est. Cost $75.00 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $49 Shares 450 Est. Cost $108.81 Unrealized -2.5%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $49 Shares 500 Est. Cost $76.42 Unrealized +11.8%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $46 Shares 318 Est. Cost $80.15 Unrealized +78.0%
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $44 Shares 710 Est. Cost $73.24 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $39 Shares 280 Est. Cost $151.85 Unrealized +3.8%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $38 Shares 764 Est. Cost $42.25 Unrealized -5.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $37 Shares 253 Est. Cost $155.29 Unrealized -4.9%
VFC V F CORP COM 0.0%
Value ($000) $35 Shares 803 Est. Cost $83.35 Unrealized -39.8%
UNP UNION PAC CORP COM 0.0%
Value ($000) $34 Shares 160 Est. Cost $188.27 Unrealized +10.9%
BIP BROOKFIELD INFRAST PARTNERS LP INT UNIT 0.0%
Value ($000) $34 Shares 900 Est. Cost $49.26 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $134.67 Unrealized +18.9%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $31 Shares 450 Est. Cost $34.38 Unrealized +20.8%
CTO CTO RLTY GROWTH INC NEW COM 0.0%
Value ($000) $30 Shares 494 Est. Cost $52.63 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $30 Shares 144 Est. Cost $204.31 Unrealized +2.2%
LINDE PLC SHS 0.0%
Value ($000) $29 Shares 100 Est. Cost $320.00 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $28 Shares 250 Est. Cost $84.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 0.0%
Value ($000) $27 Shares 333 Est. Cost $117.12 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $27 Shares 301 Est. Cost $111.03 Unrealized -4.5%
XLV SECTOR SPDR HEALTH CARE 0.0%
Value ($000) $26 Shares 200 Est. Cost $116.63 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $25 Shares 302 Est. Cost $70.57 Unrealized +14.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $23 Shares 147 Est. Cost $151.36 Unrealized -0.2%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $23 Shares 800 Est. Cost $28.42 Unrealized +18.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $23 Shares 285 Est. Cost $72.33 Unrealized -0.7%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $22 Shares 10 Est. Cost $138.42 Unrealized -15.3%
NUVEEN S&P 500 BUY-WRITE INCCOM 0.0%
Value ($000) $22 Shares 1,750 Est. Cost $13.43 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $22 Shares 400 Est. Cost $41.29 Unrealized +29.4%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $20 Shares 150 Est. Cost $81.34 Unrealized +67.5%
PDBC INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 0.0%
Value ($000) $19 Shares 1,080 Est. Cost $20.37 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $19 Shares 201 Est. Cost $119.40 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $19 Shares 900 Est. Cost $24.44 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.0%
Value ($000) $18 Shares 226 Est. Cost $88.50 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $18 Shares 65 Est. Cost $363.64 Unrealized
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $18 Shares 193 Est. Cost $133.35 Unrealized -32.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $71.51 Unrealized -14.9%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $243.85 Unrealized +19.3%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $16 Shares 170 Est. Cost $108.82 Unrealized
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) $15 Shares 224 Est. Cost $54.14 Unrealized +14.0%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $15 Shares 600 Est. Cost $23.33 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $15 Shares 324 Est. Cost $38.61 Unrealized +15.0%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $14 Shares 1,136 Est. Cost $19.37 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $51.83 Unrealized +9.0%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.0%
Value ($000) $14 Shares 350 Est. Cost $51.43 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $53.77 Unrealized +19.6%
INTC INTEL CORP COM 0.0%
Value ($000) $13 Shares 336 Est. Cost $53.11 Unrealized -23.5%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $13 Shares 124 Est. Cost $87.80 Unrealized +8.7%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $12 Shares 131 Est. Cost $70.48 Unrealized +21.9%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $191.26 Unrealized +18.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $84.55 Unrealized +4.7%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $11 Shares 72 Est. Cost $27.46 Unrealized -31.4%
TLK P T TELEKOMUNIKASI INDONESIASPONSORED ADR 0.0%
Value ($000) $11 Shares 400 Est. Cost $22.50 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $13.30 Unrealized +92.4%
IWM ISHARES TR RUSSELL 2000 0.0%
Value ($000) $11 Shares 67 Est. Cost $223.88 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $11 Shares 881 Est. Cost $12.05 Unrealized -7.1%
FAST FASTENAL CO COM 0.0%
Value ($000) $11 Shares 216 Est. Cost $26.67 Unrealized -7.6%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $108.88 Unrealized +35.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $150.65 Unrealized +31.9%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $10 Shares 920 Est. Cost $10.32 Unrealized +2.2%
SCHW THE CHARLES SCHWAB CORPORATICOM 0.0%
Value ($000) $10 Shares 152 Est. Cost $76.51 Unrealized -14.3%
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $83.39 Unrealized +7.9%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $51.11 Unrealized
PRLB PROTO LABS INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $166.30 Unrealized -72.1%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $9 Shares 170 Est. Cost $39.34 Unrealized +17.3%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $9 Shares 272 Est. Cost $31.77 Unrealized +6.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $9 Shares 279 Est. Cost $53.21 Unrealized -32.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $9 Shares 194 Est. Cost $60.64 Unrealized -27.8%
DCI DONALDSON INC COM 0.0%
Value ($000) $9 Shares 180 Est. Cost $55.29 Unrealized -14.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $47.19 Unrealized +90.6%
FUL FULLER H B CO COM 0.0%
Value ($000) $8 Shares 134 Est. Cost $70.02 Unrealized -8.8%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $8 Shares 129 Est. Cost $62.95 Unrealized -24.4%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $302.36 Unrealized -17.1%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $228.51 Unrealized +26.4%
TTC TORO CO COM 0.0%
Value ($000) $8 Shares 108 Est. Cost $99.58 Unrealized -18.5%
TOTAL S A SPONSORED ADR 0.0%
Value ($000) $8 Shares 154 Est. Cost $42.50 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $8 Shares 46 Est. Cost $152.66 Unrealized +0.5%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $51.34 Unrealized +68.3%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $7 Shares 224 Est. Cost $33.41 Unrealized -3.0%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $6 Shares 171 Est. Cost $30.53 Unrealized +9.9%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $311.25 Unrealized -20.3%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $6 Shares 5 Est. Cost $1400.00 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $41.04 Unrealized -22.3%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.00 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.82 Unrealized +29.5%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.67 Unrealized +32.0%
DGII DIGI INTL INC COM 0.0%
Value ($000) $5 Shares 198 Est. Cost $22.90 Unrealized -5.4%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $5 Shares 100 Est. Cost $58.93 Unrealized -12.1%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $5 Shares 210 Est. Cost $17.20 Unrealized +1.5%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $31.37 Unrealized -9.0%
TNC TENNANT CO COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $75.78 Unrealized -19.0%
APARTMENT INCOME REIT CORP COM 0.0%
Value ($000) $4 Shares 104 Est. Cost $48.08 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $4 Shares 265 Est. Cost $22.79 Unrealized +4.9%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $21.80 Unrealized +28.5%
BROOKFIELD INFRASTRUCTURE COCOM SB VTG SHS A 0.0%
Value ($000) $4 Shares 99 Est. Cost $63.97 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $42.05 Unrealized +24.6%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $40.36 Unrealized +54.1%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.05 Unrealized +6.9%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.43 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $3 Shares 160 Est. Cost $31.10 Unrealized -23.9%
CTAS CINTAS CORP COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $103.73 Unrealized -9.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.62 Unrealized +4.8%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $73.17 Unrealized -9.2%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $146.06 Unrealized -14.5%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $3 Shares 53 Est. Cost $69.96 Unrealized +3.8%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $126.23 Unrealized -9.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $3 Shares 90 Est. Cost $19.09 Unrealized +65.4%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $128.55 Unrealized +15.1%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $150.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $191.53 Unrealized -11.1%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $2 Shares 3 Est. Cost $466.00 Unrealized +16.9%
PII POLARIS INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $117.80 Unrealized -12.1%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $2 Shares 31 Est. Cost $69.24 Unrealized +4.1%
JAMF HLDG CORP COM 0.0%
Value ($000) $2 Shares 74 Est. Cost $40.54 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.25 Unrealized +26.0%
BLACKROCK INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $873.02 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $138.37 Unrealized -9.7%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $146.80 Unrealized -8.0%
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 -3.2%