Hoese & Co LLP Diversified Active

CIK: 0001840268 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 7, 2022

Total Value ($000): $84,671 (100.0% shares, 0.0% debt)

Holdings (198)

IVV ISHARES TR CORE S&P500 ETF 15.4%
Value ($000) $13,056 Shares 36,404 Est. Cost $371.26 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 12.8%
Value ($000) $10,796 Shares 224,399 Est. Cost $52.14 Unrealized
SPY SPDR TR S&P 500 ETF UNIT SER 1 8.1%
Value ($000) $6,835 Shares 19,138 Est. Cost $370.05 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 6.7%
Value ($000) $5,655 Shares 17,228 Est. Cost $345.55 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 5.9%
Value ($000) $5,021 Shares 99,881 Est. Cost $50.16 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 4.8%
Value ($000) $4,099 Shares 39,436 Est. Cost $115.71 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 4.1%
Value ($000) $3,447 Shares 52,150 Est. Cost $69.63 Unrealized
VUSB VANGUARD BD INDEX FDS VANGUARD ULTRA 4.0%
Value ($000) $3,388 Shares 69,220 Est. Cost $49.15 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 3.9%
Value ($000) $3,333 Shares 74,960 Est. Cost $47.14 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 3.8%
Value ($000) $3,184 Shares 23,555 Est. Cost $145.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 3.7%
Value ($000) $3,138 Shares 17,485 Est. Cost $200.73 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 3.2%
Value ($000) $2,679 Shares 67,435 Est. Cost $45.71 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.9%
Value ($000) $1,626 Shares 4 Est. Cost $366657.40 Unrealized +16.8%
IWF ISHARES TR RUSSELL1000GRW 1.7%
Value ($000) $1,473 Shares 7,002 Est. Cost $243.15 Unrealized
DE DEERE & CO COM 1.2%
Value ($000) $1,002 Shares 3,000 Est. Cost $349.66 Unrealized -6.6%
GIS GENERAL MLS INC COM 1.2%
Value ($000) $990 Shares 12,926 Est. Cost $50.86 Unrealized +33.3%
MDT MEDTRONIC PLC ORD 1.1%
Value ($000) $970 Shares 12,010 Est. Cost $90.80 Unrealized -11.0%
HON HONEYWELL INTERNATIONAL 1.1%
Value ($000) $904 Shares 5,413 Est. Cost $175.09 Unrealized -7.4%
IWD ISHARES TR RUS 1000 VAL ETF 0.9%
Value ($000) $784 Shares 5,764 Est. Cost $151.63 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.8%
Value ($000) $703 Shares 12,604 Est. Cost $101.10 Unrealized
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $571 Shares 4,519 Est. Cost $115.68 Unrealized +12.9%
V VISA INC COM CL A 0.6%
Value ($000) $535 Shares 3,014 Est. Cost $204.39 Unrealized -3.0%
DVY ISHARES TR DJ SEL DIV INX 0.5%
Value ($000) $452 Shares 4,215 Est. Cost $114.12 Unrealized
DIS WALT DISNEY CO 0.5%
Value ($000) $419 Shares 4,437 Est. Cost $179.53 Unrealized -41.8%
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $418 Shares 1,795 Est. Cost $224.80 Unrealized +14.3%
PEP PEPSICO INC COM 0.5%
Value ($000) $416 Shares 2,550 Est. Cost $122.05 Unrealized +26.5%
AMZN AMAZON COM INC 0.5%
Value ($000) $409 Shares 3,620 Est. Cost $126.81 Unrealized -0.3%
PFE PFIZER INC COM 0.5%
Value ($000) $404 Shares 9,226 Est. Cost $29.09 Unrealized +38.9%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $370 Shares 2,264 Est. Cost $142.27 Unrealized +7.5%
BAC BANK OF AMERICA CORPORATION COM 0.4%
Value ($000) $349 Shares 11,568 Est. Cost $23.66 Unrealized +29.3%
MMM 3M COMPANY COM 0.4%
Value ($000) $348 Shares 3,147 Est. Cost $108.41 Unrealized -11.0%
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.4%
Value ($000) $303 Shares 2,076 Est. Cost $176.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.3%
Value ($000) $289 Shares 720 Est. Cost $475.86 Unrealized
D DOMINION ENERGY INC COM 0.3%
Value ($000) $283 Shares 4,097 Est. Cost $58.61 Unrealized +16.6%
HD HOME DEPOT INC COM 0.3%
Value ($000) $273 Shares 986 Est. Cost $263.28 Unrealized +2.8%
IJH ISHARES TR CORE S&P MCP ETF 0.3%
Value ($000) $246 Shares 1,120 Est. Cost $260.21 Unrealized
HWKN HAWKINS INC COM 0.3%
Value ($000) $218 Shares 5,580 Est. Cost $34.37 Unrealized +12.8%
AAPL APPLE INC COM 0.2%
Value ($000) $210 Shares 1,520 Est. Cost $142.22 Unrealized +8.5%
VO VANGUARD INDEX FDS MID CAP ETF 0.2%
Value ($000) $189 Shares 1,006 Est. Cost $226.34 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $176 Shares 2,499 Est. Cost $68.63 Unrealized +10.3%
PPG PPG INDS INC COM 0.2%
Value ($000) $175 Shares 1,584 Est. Cost $115.64 Unrealized -0.6%
ADBE ADOBE INC COM 0.2%
Value ($000) $157 Shares 569 Est. Cost $473.16 Unrealized -20.0%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $155 Shares 1,483 Est. Cost $118.35 Unrealized -10.8%
PRF INVESCO EXCHANGE TRADED FD TFTSE RAFI 1000 0.2%
Value ($000) $139 Shares 1,004 Est. Cost $151.39 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $128 Shares 1,750 Est. Cost $78.47 Unrealized -1.1%
RPG INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT 0.1%
Value ($000) $125 Shares 862 Est. Cost $164.59 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $118 Shares 1,350 Est. Cost $43.31 Unrealized +87.8%
CMI CUMMINS INC COM 0.1%
Value ($000) $117 Shares 575 Est. Cost $221.90 Unrealized -11.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $108 Shares 420 Est. Cost $241.32 Unrealized +13.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $107 Shares 400 Est. Cost $279.44 Unrealized +1.8%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $107 Shares 212 Est. Cost $366.40 Unrealized +35.1%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $105 Shares 2,610 Est. Cost $43.94 Unrealized -10.7%
MRK MERCK & CO INC COM 0.1%
Value ($000) $105 Shares 1,225 Est. Cost $63.25 Unrealized +27.1%
CLFD CLEARFIELD INC COM 0.1%
Value ($000) $99 Shares 948 Est. Cost $42.02 Unrealized +131.5%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $95 Shares 2,374 Est. Cost $33.14 Unrealized +18.8%
RY ROYAL BK CDA MONTREAL QUE COM 0.1%
Value ($000) $87 Shares 970 Est. Cost $99.12 Unrealized -3.2%
ECL ECOLAB INC COM 0.1%
Value ($000) $84 Shares 580 Est. Cost $208.78 Unrealized -25.2%
ABBV ABBVIE INC COM 0.1%
Value ($000) $73 Shares 541 Est. Cost $107.79 Unrealized +17.9%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $67 Shares 875 Est. Cost $88.67 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $65 Shares 300 Est. Cost $236.41 Unrealized -7.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $65 Shares 1,600 Est. Cost $33.97 Unrealized -2.7%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.1%
Value ($000) $65 Shares 990 Est. Cost $63.64 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $64 Shares 600 Est. Cost $56.08 Unrealized +112.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $63 Shares 280 Est. Cost $205.11 Unrealized +6.2%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $61 Shares 200 Est. Cost $304.93 Unrealized +9.7%
ALLEGHANY CORP MD COM 0.1%
Value ($000) $60 Shares 72 Est. Cost $666.67 Unrealized
T AT&T INC COM 0.1%
Value ($000) $56 Shares 3,700 Est. Cost $16.38 Unrealized -7.9%
ABT ABBOTT LABS COM 0.1%
Value ($000) $55 Shares 570 Est. Cost $106.96 Unrealized -6.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $55 Shares 771 Est. Cost $52.88 Unrealized +17.8%
FISV FISERV INC COM 0.1%
Value ($000) $55 Shares 588 Est. Cost $112.29 Unrealized -9.2%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $54 Shares 1,469 Est. Cost $28.19 Unrealized +19.9%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $54 Shares 836 Est. Cost $54.03 Unrealized +20.0%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $53 Shares 400 Est. Cost $133.92 Unrealized -0.4%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $49 Shares 508 Est. Cost $116.14 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.1%
Value ($000) $48 Shares 800 Est. Cost $75.00 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $46 Shares 318 Est. Cost $80.15 Unrealized +65.7%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $44 Shares 165 Est. Cost $304.87 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $43 Shares 520 Est. Cost $129.42 Unrealized -21.5%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $42 Shares 500 Est. Cost $76.42 Unrealized +5.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $42 Shares 272 Est. Cost $151.48 Unrealized +0.1%
MUB ISHARES TR NATIONAL MUN ETF 0.0%
Value ($000) $41 Shares 400 Est. Cost $102.50 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $41 Shares 1,077 Est. Cost $40.36 Unrealized -11.4%
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $40 Shares 710 Est. Cost $73.24 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $38 Shares 280 Est. Cost $151.85 Unrealized -4.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $35 Shares 253 Est. Cost $155.29 Unrealized -4.1%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $34 Shares 200 Est. Cost $134.67 Unrealized +27.6%
BIP BROOKFIELD INFRAST PARTNERS LP INT UNIT 0.0%
Value ($000) $32 Shares 900 Est. Cost $49.26 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $32 Shares 144 Est. Cost $204.31 Unrealized +11.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $31 Shares 160 Est. Cost $188.27 Unrealized +8.5%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $29 Shares 450 Est. Cost $34.38 Unrealized +16.4%
CTO CTO RLTY GROWTH INC NEW COM 0.0%
Value ($000) $28 Shares 1,482 Est. Cost $30.14 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $27 Shares 100 Est. Cost $320.00 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $25 Shares 301 Est. Cost $111.03 Unrealized -15.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $25 Shares 250 Est. Cost $84.00 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $25 Shares 150 Est. Cost $81.34 Unrealized +86.5%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $25 Shares 150 Est. Cost $189.09 Unrealized -8.9%
XLV SECTOR SPDR HEALTH CARE 0.0%
Value ($000) $24 Shares 200 Est. Cost $116.63 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $24 Shares 803 Est. Cost $83.35 Unrealized -48.2%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $24 Shares 302 Est. Cost $70.57 Unrealized +6.8%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 0.0%
Value ($000) $23 Shares 333 Est. Cost $117.12 Unrealized
NUVEEN S&P 500 BUY-WRITE INCCOM 0.0%
Value ($000) $21 Shares 1,750 Est. Cost $13.43 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $41.29 Unrealized +20.6%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $20 Shares 800 Est. Cost $28.42 Unrealized -1.1%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $20 Shares 285 Est. Cost $72.33 Unrealized +0.2%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $19 Shares 200 Est. Cost $112.21 Unrealized -1.2%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $71.51 Unrealized -15.2%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $18 Shares 201 Est. Cost $119.40 Unrealized
CZWI CITIZENS CMNTY BANCORP INC MCOM 0.0%
Value ($000) $18 Shares 1,519 Est. Cost $11.96 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $17 Shares 35 Est. Cost $498.08 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $17 Shares 900 Est. Cost $24.44 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.0%
Value ($000) $17 Shares 226 Est. Cost $88.50 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 0.0%
Value ($000) $17 Shares 1,080 Est. Cost $20.37 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $243.85 Unrealized +26.3%
PFG PRINCIPAL FINANCIAL GROUP INCOM 0.0%
Value ($000) $16 Shares 224 Est. Cost $54.14 Unrealized +17.4%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $15 Shares 300 Est. Cost $53.33 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $15 Shares 170 Est. Cost $108.82 Unrealized
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $15 Shares 193 Est. Cost $133.35 Unrealized -36.1%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $14 Shares 50 Est. Cost $325.17 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $14 Shares 600 Est. Cost $23.33 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $53.77 Unrealized +24.5%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.0%
Value ($000) $13 Shares 350 Est. Cost $51.43 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $13 Shares 1,136 Est. Cost $19.37 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.83 Unrealized +10.5%
TLK P T TELEKOMUNIKASI INDONESIASPONSORED ADR 0.0%
Value ($000) $12 Shares 400 Est. Cost $22.50 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $191.26 Unrealized +23.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $12 Shares 131 Est. Cost $70.48 Unrealized +24.3%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $12 Shares 124 Est. Cost $87.80 Unrealized +12.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $12 Shares 881 Est. Cost $12.05 Unrealized -5.2%
HSY HERSHEY CO COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $150.65 Unrealized +36.2%
SCHW THE CHARLES SCHWAB CORPORATICOM 0.0%
Value ($000) $11 Shares 152 Est. Cost $76.51 Unrealized -13.5%
IWM ISHARES TR RUSSELL 2000 0.0%
Value ($000) $11 Shares 67 Est. Cost $223.88 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $47.19 Unrealized +86.9%
FAST FASTENAL CO COM 0.0%
Value ($000) $10 Shares 216 Est. Cost $26.67 Unrealized -13.0%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $10 Shares 100 Est. Cost $110.06 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $10 Shares 125 Est. Cost $84.55 Unrealized -0.8%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $108.88 Unrealized +27.7%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $9 Shares 72 Est. Cost $27.46 Unrealized -42.5%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $13.30 Unrealized +67.3%
DCI DONALDSON INC COM 0.0%
Value ($000) $9 Shares 180 Est. Cost $55.29 Unrealized -10.6%
TTC TORO CO COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $99.58 Unrealized -14.1%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $9 Shares 279 Est. Cost $53.21 Unrealized -33.4%
INTC INTEL CORP COM 0.0%
Value ($000) $9 Shares 336 Est. Cost $53.11 Unrealized -39.2%
FUL FULLER H B CO COM 0.0%
Value ($000) $8 Shares 134 Est. Cost $70.02 Unrealized -13.1%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $8 Shares 272 Est. Cost $31.77 Unrealized +9.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $8 Shares 194 Est. Cost $60.64 Unrealized -28.0%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $51.34 Unrealized +50.0%
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.39 Unrealized +8.2%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $8 Shares 200 Est. Cost $51.11 Unrealized
PRLB PROTO LABS INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $166.30 Unrealized -73.9%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $7 Shares 224 Est. Cost $33.41 Unrealized -4.4%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $228.51 Unrealized +23.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $7 Shares 46 Est. Cost $152.66 Unrealized +5.1%
DGII DIGI INTL INC COM 0.0%
Value ($000) $7 Shares 198 Est. Cost $22.90 Unrealized +35.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $7 Shares 600 Est. Cost $10.00 Unrealized
TOTAL S A SPONSORED ADR 0.0%
Value ($000) $7 Shares 154 Est. Cost $42.50 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $7 Shares 170 Est. Cost $39.34 Unrealized +5.5%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $41.04 Unrealized -27.3%
KO COCA COLA CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.82 Unrealized +27.9%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $302.36 Unrealized -21.0%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $6 Shares 5 Est. Cost $1400.00 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $5 Shares 171 Est. Cost $30.53 Unrealized -1.4%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $5 Shares 100 Est. Cost $58.93 Unrealized -15.7%
GSK GLAXOSMITHKLINE PLC 0.0%
Value ($000) $5 Shares 160 Est. Cost $31.25 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $311.25 Unrealized -26.2%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $4 Shares 265 Est. Cost $22.79 Unrealized -27.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $21.80 Unrealized +31.0%
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 +14.3%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.67 Unrealized +28.3%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $31.37 Unrealized -8.5%
APARTMENT INCOME REIT CORP COM 0.0%
Value ($000) $4 Shares 104 Est. Cost $48.08 Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $4 Shares 210 Est. Cost $17.20 Unrealized +1.2%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $146.06 Unrealized -13.0%
AA ALCOA CORP COM 0.0%
Value ($000) $3 Shares 88 Est. Cost $40.36 Unrealized +11.2%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.05 Unrealized +7.6%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.43 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $126.23 Unrealized -15.6%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $73.17 Unrealized -24.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.62 Unrealized +3.6%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $3 Shares 53 Est. Cost $69.96 Unrealized -7.5%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $3 Shares 90 Est. Cost $19.09 Unrealized +44.9%
CTAS CINTAS CORP COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $103.73 Unrealized -4.5%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $873.02 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $191.53 Unrealized -25.4%
BX BLACKSTONE INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.25 Unrealized +14.5%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $2 Shares 160 Est. Cost $31.10 Unrealized -43.8%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $128.55 Unrealized +21.7%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $2 Shares 3 Est. Cost $466.00 Unrealized +18.9%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $146.80 Unrealized -29.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $2 Shares 31 Est. Cost $69.24 Unrealized -10.6%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $138.37 Unrealized -10.3%
PII POLARIS INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $117.80 Unrealized -4.8%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $150.00 Unrealized
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.62 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.86 Unrealized -0.1%