Bank of New Hampshire Diversified Active

Location: LACONIA, NH

CIK: 0001870761 · Show all filings

Period: Q2 2021 (Next →)

Filing Date: Jul 6, 2021

Total Value ($000): $374,186 (100.0% shares, 0.0% debt)

Holdings (188)

AAPL APPLE INC 4.1%
Value ($000) $15,270 Shares 111,490 Est. Cost $126.45 Unrealized 0.0%
MSFT MICROSOFT CORP 3.6%
Value ($000) $13,542 Shares 49,989 Est. Cost $244.73 Unrealized 0.0%
VO VANGUARD MID CAP ETF 3.0%
Value ($000) $11,160 Shares 47,018 Est. Cost $237.36 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.3%
Value ($000) $8,525 Shares 165,471 Est. Cost $51.52 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 2.2%
Value ($000) $8,266 Shares 130,392 Est. Cost $63.39 Unrealized
UPS UNITED PARCEL SERVICE INC 2.1%
Value ($000) $7,899 Shares 37,982 Est. Cost $164.16 Unrealized 0.0%
GVI ISHARES INTERMEDIATE GOVT/CREDIT ETF 2.1%
Value ($000) $7,856 Shares 67,947 Est. Cost $115.62 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $7,850 Shares 2,282 Est. Cost $166.20 Unrealized 0.0%
GOOGL ALPHABET INC CL A 2.1%
Value ($000) $7,830 Shares 3,207 Est. Cost $115.92 Unrealized 0.0%
VGT VANGUARD INFO TECH ETF 2.0%
Value ($000) $7,652 Shares 19,190 Est. Cost $398.75 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $7,304 Shares 17,064 Est. Cost $428.04 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.9%
Value ($000) $7,127 Shares 131,237 Est. Cost $54.31 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.8%
Value ($000) $6,737 Shares 13,720 Est. Cost $491.03 Unrealized
GLD SPDR GOLD TRUST 1.7%
Value ($000) $6,413 Shares 38,717 Est. Cost $165.64 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.6%
Value ($000) $6,082 Shares 14,145 Est. Cost $429.98 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $6,046 Shares 38,868 Est. Cost $139.74 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $5,339 Shares 19,210 Est. Cost $279.44 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $4,870 Shares 12,163 Est. Cost $369.03 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $4,719 Shares 28,643 Est. Cost $144.91 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 1.1%
Value ($000) $4,279 Shares 10,874 Est. Cost $393.51 Unrealized
SYK STRYKER CORP 1.1%
Value ($000) $4,214 Shares 16,225 Est. Cost $243.53 Unrealized 0.0%
BAC BANK AMER CORP 1.1%
Value ($000) $4,196 Shares 101,775 Est. Cost $36.56 Unrealized 0.0%
MMM 3M CO 1.1%
Value ($000) $4,136 Shares 20,822 Est. Cost $140.42 Unrealized 0.0%
META FACEBOOK INC 1.1%
Value ($000) $4,121 Shares 11,850 Est. Cost $318.58 Unrealized 0.0%
ABBV ABBVIE INC 1.1%
Value ($000) $3,993 Shares 35,454 Est. Cost $94.76 Unrealized 0.0%
TJX TJX COS INC NEW 1.0%
Value ($000) $3,917 Shares 58,096 Est. Cost $63.67 Unrealized 0.0%
PEP PEPSICO INC 1.0%
Value ($000) $3,899 Shares 26,314 Est. Cost $126.17 Unrealized 0.0%
SUSA ISHARES MSCI USA ESG SELECT ETF 1.0%
Value ($000) $3,619 Shares 37,879 Est. Cost $95.54 Unrealized
CSCO CISCO SYS INC 1.0%
Value ($000) $3,585 Shares 67,625 Est. Cost $45.84 Unrealized 0.0%
LOW LOWES COS INC 0.9%
Value ($000) $3,496 Shares 18,024 Est. Cost $179.51 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $3,448 Shares 8,713 Est. Cost $359.04 Unrealized 0.0%
DHR DANAHER CORP DEL 0.9%
Value ($000) $3,346 Shares 12,467 Est. Cost $217.14 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $3,279 Shares 14,669 Est. Cost $205.01 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $3,119 Shares 55,671 Est. Cost $43.42 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR 0.8%
Value ($000) $3,102 Shares 37,683 Est. Cost $82.32 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $3,034 Shares 22,486 Est. Cost $120.71 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $2,991 Shares 15,059 Est. Cost $176.27 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,881 Shares 45,672 Est. Cost $50.04 Unrealized 0.0%
MS MORGAN STANLEY 0.8%
Value ($000) $2,877 Shares 31,379 Est. Cost $73.70 Unrealized 0.0%
TAN INVESCO SOLAR ETF 0.8%
Value ($000) $2,838 Shares 31,766 Est. Cost $89.34 Unrealized
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $2,821 Shares 35,769 Est. Cost $78.87 Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $2,763 Shares 12,599 Est. Cost $192.16 Unrealized 0.0%
GOOG ALPHABET INC CL C 0.7%
Value ($000) $2,742 Shares 1,094 Est. Cost $118.29 Unrealized 0.0%
ETFMG PRIME MOBILE PAYMENTS ETF 0.7%
Value ($000) $2,739 Shares 38,890 Est. Cost $70.43 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $2,736 Shares 15,568 Est. Cost $175.71 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC 0.7%
Value ($000) $2,709 Shares 22,824 Est. Cost $108.32 Unrealized 0.0%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FD ETF 0.7%
Value ($000) $2,595 Shares 11,350 Est. Cost $228.63 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.7%
Value ($000) $2,584 Shares 4,564 Est. Cost $35.87 Unrealized 0.0%
WMT WALMART INC 0.7%
Value ($000) $2,577 Shares 18,273 Est. Cost $43.81 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC 0.7%
Value ($000) $2,506 Shares 19,026 Est. Cost $128.06 Unrealized 0.0%
INTC INTEL CORP 0.6%
Value ($000) $2,357 Shares 41,978 Est. Cost $53.58 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.6%
Value ($000) $2,347 Shares 14,343 Est. Cost $163.63 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.6%
Value ($000) $2,236 Shares 30,738 Est. Cost $72.74 Unrealized
NKE NIKE INC 0.6%
Value ($000) $2,200 Shares 14,242 Est. Cost $125.67 Unrealized 0.0%
IJH ISHARES CORE S&P MIDCAP ETF 0.6%
Value ($000) $2,138 Shares 7,958 Est. Cost $268.66 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,137 Shares 20,397 Est. Cost $87.09 Unrealized 0.0%
D DOMINION ENERGY INC 0.6%
Value ($000) $2,111 Shares 28,690 Est. Cost $62.68 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $1,997 Shares 14,255 Est. Cost $128.55 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $1,917 Shares 14,981 Est. Cost $127.96 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,874 Shares 23,029 Est. Cost $73.43 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $1,858 Shares 33,692 Est. Cost $55.15 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $1,851 Shares 23,787 Est. Cost $73.60 Unrealized 0.0%
MCD MCDONALDS CORP 0.5%
Value ($000) $1,761 Shares 7,627 Est. Cost $209.30 Unrealized 0.0%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION 0.5%
Value ($000) $1,760 Shares 26,996 Est. Cost $65.19 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.5%
Value ($000) $1,735 Shares 14,880 Est. Cost $111.54 Unrealized 0.0%
HANESBRANDS INC 0.5%
Value ($000) $1,697 Shares 90,889 Est. Cost $18.67 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,697 Shares 11,490 Est. Cost $147.69 Unrealized
FXI ISHARES CHINA 0.5%
Value ($000) $1,685 Shares 36,375 Est. Cost $46.32 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,683 Shares 5,276 Est. Cost $283.84 Unrealized 0.0%
AMGN AMGEN INC 0.4%
Value ($000) $1,683 Shares 6,904 Est. Cost $212.50 Unrealized 0.0%
ADBE ADOBE SYS INC 0.4%
Value ($000) $1,649 Shares 2,816 Est. Cost $515.47 Unrealized 0.0%
NFLX NETFLIX COM 0.4%
Value ($000) $1,632 Shares 3,089 Est. Cost $51.12 Unrealized 0.0%
FALN iSHARES FALLEN ANGELS USD BOND ETF 0.4%
Value ($000) $1,621 Shares 54,098 Est. Cost $29.96 Unrealized
AFL AFLAC INC 0.4%
Value ($000) $1,601 Shares 29,834 Est. Cost $49.03 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.4%
Value ($000) $1,601 Shares 10,694 Est. Cost $69.15 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1,587 Shares 18,679 Est. Cost $82.36 Unrealized 0.0%
V VISA INC 0.4%
Value ($000) $1,566 Shares 6,698 Est. Cost $220.99 Unrealized 0.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.4%
Value ($000) $1,513 Shares 44,525 Est. Cost $33.98 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,495 Shares 26,214 Est. Cost $49.06 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $1,473 Shares 12,709 Est. Cost $107.28 Unrealized 0.0%
EXC EXELON CORP 0.4%
Value ($000) $1,380 Shares 31,161 Est. Cost $27.36 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $1,315 Shares 5,734 Est. Cost $229.33 Unrealized
PII POLARIS INC 0.3%
Value ($000) $1,301 Shares 9,504 Est. Cost $135.56 Unrealized 0.0%
AOS A.O. SMITH CORPORATION 0.3%
Value ($000) $1,290 Shares 17,905 Est. Cost $63.53 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC ORD SHS CL A 0.3%
Value ($000) $1,256 Shares 3 Est. Cost $420338.80 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $1,254 Shares 23,283 Est. Cost $53.86 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,232 Shares 14,769 Est. Cost $70.48 Unrealized 0.0%
VB VANGUARD SMALL CP ETF 0.3%
Value ($000) $1,217 Shares 5,400 Est. Cost $225.37 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,208 Shares 9,591 Est. Cost $125.95 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,199 Shares 6,236 Est. Cost $164.21 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,151 Shares 13,495 Est. Cost $75.71 Unrealized 0.0%
ESGU ISHARES TR ESG AWARE MSCI USA ETF 0.3%
Value ($000) $1,138 Shares 11,555 Est. Cost $98.49 Unrealized
NWL NEWELL BRANDS INC 0.3%
Value ($000) $1,132 Shares 41,193 Est. Cost $22.42 Unrealized 0.0%
KO COCA COLA CO 0.3%
Value ($000) $1,123 Shares 20,750 Est. Cost $47.27 Unrealized 0.0%
JPST JPMORGAN ULTRA-SHORT INC ETF 0.3%
Value ($000) $1,093 Shares 21,550 Est. Cost $50.72 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $1,088 Shares 4,474 Est. Cost $222.12 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP 0.3%
Value ($000) $1,062 Shares 6,888 Est. Cost $159.33 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,041 Shares 14,207 Est. Cost $66.51 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.3%
Value ($000) $1,011 Shares 22,076 Est. Cost $46.41 Unrealized 0.0%
YELP YELP INC 0.3%
Value ($000) $1,005 Shares 25,148 Est. Cost $39.69 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.3%
Value ($000) $994 Shares 14,342 Est. Cost $69.24 Unrealized 0.0%
XLC COMMUNICATION SERVICES SECTOR SPDR ETF 0.3%
Value ($000) $959 Shares 11,851 Est. Cost $80.92 Unrealized
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $954 Shares 16,709 Est. Cost $52.20 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $944 Shares 1,871 Est. Cost $466.00 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $925 Shares 3,227 Est. Cost $286.64 Unrealized
GLW CORNING INC 0.2%
Value ($000) $923 Shares 22,566 Est. Cost $38.31 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $899 Shares 9,075 Est. Cost $76.42 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $891 Shares 9,021 Est. Cost $83.88 Unrealized 0.0%
XBI SPDR SERIES TRUST S&P BIOTECH 0.2%
Value ($000) $890 Shares 6,571 Est. Cost $135.44 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $884 Shares 1,105 Est. Cost $15.99 Unrealized 0.0%
VTI VANGUARD TOTAL STK MKT ETF 0.2%
Value ($000) $882 Shares 3,958 Est. Cost $222.84 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $877 Shares 3,230 Est. Cost $271.52 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $844 Shares 13,871 Est. Cost $47.19 Unrealized 0.0%
DCI DONALDSON CO INC 0.2%
Value ($000) $831 Shares 13,084 Est. Cost $57.32 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $831 Shares 12,433 Est. Cost $53.89 Unrealized 0.0%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $812 Shares 40,222 Est. Cost $17.87 Unrealized 0.0%
NTAP NETAPP INC 0.2%
Value ($000) $779 Shares 9,515 Est. Cost $69.83 Unrealized 0.0%
CERNER CORP 0.2%
Value ($000) $760 Shares 9,731 Est. Cost $78.10 Unrealized
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $746 Shares 32,636 Est. Cost $20.54 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $739 Shares 25,679 Est. Cost $16.99 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $708 Shares 18,091 Est. Cost $30.99 Unrealized 0.0%
CME CME GROUP INC 0.2%
Value ($000) $680 Shares 3,197 Est. Cost $175.60 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC 0.2%
Value ($000) $670 Shares 31,109 Est. Cost $19.70 Unrealized 0.0%
CTAS CINTAS CORP 0.2%
Value ($000) $622 Shares 1,627 Est. Cost $84.94 Unrealized 0.0%
INGR INGREDION INC 0.2%
Value ($000) $620 Shares 6,850 Est. Cost $93.37 Unrealized 0.0%
MRK MERCK & CO INC 0.2%
Value ($000) $609 Shares 7,824 Est. Cost $64.14 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $608 Shares 2,061 Est. Cost $268.15 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $601 Shares 4,097 Est. Cost $113.44 Unrealized 0.0%
BIV VANGUARD INTERMEDIATE-TERM BOND FUND 0.2%
Value ($000) $586 Shares 6,510 Est. Cost $90.02 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $586 Shares 7,537 Est. Cost $71.31 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.2%
Value ($000) $577 Shares 17,754 Est. Cost $26.88 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $572 Shares 1,395 Est. Cost $369.84 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $566 Shares 3,955 Est. Cost $122.15 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $562 Shares 5,028 Est. Cost $101.66 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $549 Shares 4,102 Est. Cost $112.39 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $545 Shares 623 Est. Cost $874.80 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.1%
Value ($000) $533 Shares 2,032 Est. Cost $262.30 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $530 Shares 2,408 Est. Cost $200.38 Unrealized 0.0%
CI CIGNA CORP NEW 0.1%
Value ($000) $512 Shares 2,163 Est. Cost $229.72 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $508 Shares 2,100 Est. Cost $191.53 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $495 Shares 3,516 Est. Cost $125.21 Unrealized 0.0%
CB CHUBB LIMITED 0.1%
Value ($000) $477 Shares 3,000 Est. Cost $155.25 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $464 Shares 2,520 Est. Cost $168.00 Unrealized 0.0%
AGG ISHARES CORE US AGGREGATE BOND ET 0.1%
Value ($000) $461 Shares 3,994 Est. Cost $115.42 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $458 Shares 3,058 Est. Cost $141.30 Unrealized 0.0%
XLP SPDR CONSUMER STAPLES 0.1%
Value ($000) $458 Shares 6,548 Est. Cost $69.95 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $458 Shares 2,545 Est. Cost $157.42 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $432 Shares 3,710 Est. Cost $116.44 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $432 Shares 5,710 Est. Cost $75.66 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $402 Shares 7,055 Est. Cost $47.72 Unrealized 0.0%
VOT VANGUARD MID CAP GROWTH ETF 0.1%
Value ($000) $398 Shares 1,682 Est. Cost $236.62 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $389 Shares 1,465 Est. Cost $250.29 Unrealized 0.0%
DBEF X-TRACKERS MSCI EAFE HDGD EQUITY ETF 0.1%
Value ($000) $381 Shares 10,135 Est. Cost $37.59 Unrealized
IGM ISHARES EXPANDED TECH SECTOR 0.1%
Value ($000) $376 Shares 930 Est. Cost $404.30 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $371 Shares 1,945 Est. Cost $158.69 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $360 Shares 2,900 Est. Cost $109.50 Unrealized 0.0%
AJG ARTHUR GALLAGHER CO 0.1%
Value ($000) $350 Shares 2,500 Est. Cost $134.67 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $344 Shares 3,870 Est. Cost $80.62 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $340 Shares 900 Est. Cost $338.54 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $340 Shares 2,609 Est. Cost $115.30 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $337 Shares 1,700 Est. Cost $151.44 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $337 Shares 1,157 Est. Cost $263.52 Unrealized 0.0%
VFC V F CORP 0.1%
Value ($000) $329 Shares 4,018 Est. Cost $83.35 Unrealized 0.0%
MAN MANPOWERGROUP INC 0.1%
Value ($000) $319 Shares 2,685 Est. Cost $118.04 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $310 Shares 2,180 Est. Cost $128.83 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $305 Shares 22,630 Est. Cost $13.48 Unrealized
IBDS ISHARES IBONDS DEC 2027 CORP ETF 0.1%
Value ($000) $304 Shares 11,235 Est. Cost $27.06 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $303 Shares 2,210 Est. Cost $137.10 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $302 Shares 690 Est. Cost $420.23 Unrealized 0.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $290 Shares 1,265 Est. Cost $191.90 Unrealized 0.0%
CC CHEMOURS CO 0.1%
Value ($000) $287 Shares 8,250 Est. Cost $28.12 Unrealized 0.0%
PBW INVESCO WILDERHILL CLEAN ENE 0.1%
Value ($000) $279 Shares 3,000 Est. Cost $93.00 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $271 Shares 2,678 Est. Cost $101.19 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $257 Shares 726 Est. Cost $353.99 Unrealized
BND VANGUARD TOTAL BND MARKET ETF 0.1%
Value ($000) $235 Shares 2,735 Est. Cost $85.92 Unrealized
FFIV F5 NETWORKS INC 0.1%
Value ($000) $235 Shares 1,257 Est. Cost $192.34 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $229 Shares 2,140 Est. Cost $116.26 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $225 Shares 9,348 Est. Cost $24.07 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $224 Shares 1,515 Est. Cost $133.92 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $223 Shares 1,182 Est. Cost $170.87 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $220 Shares 2,562 Est. Cost $70.57 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $220 Shares 2,145 Est. Cost $81.79 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $219 Shares 150 Est. Cost $123.22 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $215 Shares 3,468 Est. Cost $59.60 Unrealized 0.0%
NUVEEN AMT FREE MUN CREDIT INCOME FD 0.1%
Value ($000) $211 Shares 11,812 Est. Cost $17.86 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $210 Shares 1,460 Est. Cost $138.37 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $208 Shares 2,684 Est. Cost $30.58 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.1%
Value ($000) $201 Shares 4,525 Est. Cost $44.42 Unrealized