UNION SAVINGS BANK Diversified Active

CIK: 0001985855 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 29, 2024

Total Value ($000): $191,241 (100.0% shares, 0.0% debt)

Holdings (296)

BRK/A BERKSHIRE HATHAWAY INC COM 10.6%
Value ($000) $20,302 Shares 32 Est. Cost $497809.40 Unrealized +19.3%
SPHQ INVESCO S&P 500 QUALITY ETF 8.9%
Value ($000) $17,071 Shares 282,538 Est. Cost $56.07 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 5.5%
Value ($000) $10,500 Shares 172,874 Est. Cost $102.83 Unrealized
SPY SPDR S&P 500 ETF TRUST 5.3%
Value ($000) $10,178 Shares 19,459 Est. Cost $457.78 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $7,476 Shares 17,769 Est. Cost $307.57 Unrealized +29.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 3.3%
Value ($000) $6,248 Shares 51,640 Est. Cost $110.33 Unrealized
IWM ISHARES RUSSELL 2000 INDEX 2.4%
Value ($000) $4,585 Shares 21,801 Est. Cost $198.71 Unrealized
AAPL APPLE INCORPORATED 2.2%
Value ($000) $4,147 Shares 24,185 Est. Cost $172.20 Unrealized +4.7%
MDY SPDR S&P MIDCAP 400 ETF TR 2.1%
Value ($000) $3,935 Shares 7,072 Est. Cost $498.33 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.7%
Value ($000) $3,326 Shares 30,091 Est. Cost $105.16 Unrealized
JPM J P MORGAN CHASE & CO 1.4%
Value ($000) $2,671 Shares 13,336 Est. Cost $130.25 Unrealized +33.3%
GOOGL ALPHABET INC 1.2%
Value ($000) $2,371 Shares 15,708 Est. Cost $115.08 Unrealized +23.4%
SDY SPDR S&P DIVIDEND ETF 1.1%
Value ($000) $2,185 Shares 16,648 Est. Cost $126.84 Unrealized
IDXX IDEXX LABORATORIES INC 1.1%
Value ($000) $2,160 Shares 4,000 Est. Cost $479.21 Unrealized +14.0%
PG PROCTER & GAMBLE CO COM 1.1%
Value ($000) $2,147 Shares 13,230 Est. Cost $141.37 Unrealized +6.0%
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $1,933 Shares 16,631 Est. Cost $99.61 Unrealized -1.5%
DVY ISHARES SELECT DIVIDEND ETF 1.0%
Value ($000) $1,916 Shares 15,553 Est. Cost $118.06 Unrealized
COST COSTCO WHOLESALE CORPORATION 1.0%
Value ($000) $1,837 Shares 2,507 Est. Cost $489.49 Unrealized +44.4%
LLY ELI LILLY & CO COM 1.0%
Value ($000) $1,831 Shares 2,353 Est. Cost $411.47 Unrealized +70.7%
PEP PEPSICO, INC COM 0.9%
Value ($000) $1,771 Shares 10,117 Est. Cost $170.08 Unrealized -7.5%
MA MASTERCARD INC 0.9%
Value ($000) $1,675 Shares 3,479 Est. Cost $369.85 Unrealized +22.4%
ADP AUTOMATIC DATA PROCESSING COM 0.9%
Value ($000) $1,629 Shares 6,524 Est. Cost $204.24 Unrealized +14.7%
FLOT ISHARES TRUST FLOATING RATE BOND ETF 0.8%
Value ($000) $1,597 Shares 31,284 Est. Cost $50.85 Unrealized
ACN ACCENTURE PLC 0.8%
Value ($000) $1,593 Shares 4,596 Est. Cost $279.68 Unrealized +26.8%
HD THE HOME DEPOT, INC 0.8%
Value ($000) $1,486 Shares 3,874 Est. Cost $278.47 Unrealized +25.2%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,458 Shares 5,171 Est. Cost $272.95 Unrealized +1.9%
AMZN AMAZON.COM INC 0.7%
Value ($000) $1,419 Shares 7,867 Est. Cost $119.37 Unrealized +39.8%
VGT VANGUARD INFORMATION TECHNOLOGY VIPERS 0.7%
Value ($000) $1,410 Shares 2,690 Est. Cost $454.80 Unrealized
TJX TJX COS INC 0.7%
Value ($000) $1,324 Shares 13,056 Est. Cost $77.15 Unrealized +22.6%
DHR DANAHER CORP 0.7%
Value ($000) $1,277 Shares 5,112 Est. Cost $209.25 Unrealized +15.4%
VIG ETF VANGUARD DIVIDEND APPRECIATION 0.7%
Value ($000) $1,255 Shares 6,871 Est. Cost $166.25 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,237 Shares 7,819 Est. Cost $149.11 Unrealized +0.8%
NSC NORFOLK SOUTHN CORP COM 0.6%
Value ($000) $1,187 Shares 4,659 Est. Cost $200.25 Unrealized +18.7%
SYK STRYKER CORP 0.6%
Value ($000) $1,172 Shares 3,276 Est. Cost $281.34 Unrealized +17.4%
CVX CHEVRON CORPORATION COM 0.6%
Value ($000) $1,153 Shares 7,307 Est. Cost $143.37 Unrealized -3.0%
TRV TRAVELERS COMPANIES INC 0.6%
Value ($000) $1,145 Shares 4,977 Est. Cost $167.74 Unrealized +23.2%
IVW ISHARES S&P GROWTH INDEX FUND 0.6%
Value ($000) $1,085 Shares 12,850 Est. Cost $72.65 Unrealized
BX BLACKSTONE GROUP INC 0.6%
Value ($000) $1,082 Shares 8,234 Est. Cost $80.16 Unrealized +48.1%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $1,063 Shares 2,338 Est. Cost $429.28 Unrealized -3.1%
ABT ABBOTT LABS COM 0.5%
Value ($000) $1,052 Shares 9,252 Est. Cost $101.41 Unrealized +9.2%
ABBV ABBVIE INC 0.5%
Value ($000) $1,037 Shares 5,697 Est. Cost $133.87 Unrealized +21.0%
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $1,024 Shares 11,420 Est. Cost $74.06 Unrealized +10.6%
ORCL ORACLE CORPORATION COM 0.5%
Value ($000) $1,022 Shares 8,137 Est. Cost $100.39 Unrealized +11.9%
XLF FINANCIAL SELECT SECTOR SPDRETF 0.5%
Value ($000) $966 Shares 22,942 Est. Cost $35.32 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX 0.5%
Value ($000) $951 Shares 3,661 Est. Cost $228.35 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $948 Shares 5,602 Est. Cost $168.22 Unrealized +9.0%
NVO NOVO NORDISK AS ADR 0.5%
Value ($000) $944 Shares 7,352 Est. Cost $124.47 Unrealized
AGG ISHARES CORE TOTAL U S BOND MARKET ETF 0.5%
Value ($000) $917 Shares 9,365 Est. Cost $97.68 Unrealized
AMT AMERICAN TOWER REIT 0.5%
Value ($000) $898 Shares 4,544 Est. Cost $178.08 Unrealized +4.5%
IWF I SHS RUSSELL 1000 GROWTH INDEX G 0.4%
Value ($000) $852 Shares 2,528 Est. Cost $284.63 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $839 Shares 929 Est. Cost $35.23 Unrealized +105.6%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $834 Shares 4,064 Est. Cost $175.58 Unrealized +2.9%
AVGO BROADCOM INC 0.4%
Value ($000) $832 Shares 628 Est. Cost $95.81 Unrealized +26.5%
ES EVERSOURCE ENERGY 0.4%
Value ($000) $829 Shares 13,878 Est. Cost $66.05 Unrealized -20.4%
META META PLATFORMS 0.4%
Value ($000) $827 Shares 1,704 Est. Cost $324.59 Unrealized +36.5%
TGT TARGET CORP COM 0.4%
Value ($000) $826 Shares 4,664 Est. Cost $134.98 Unrealized +5.2%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $801 Shares 1,379 Est. Cost $541.99 Unrealized +2.9%
LOW LOWES COMPANIES INC COM STK 0.4%
Value ($000) $792 Shares 3,108 Est. Cost $197.56 Unrealized +12.4%
UNP UNION PAC CORP COM 0.4%
Value ($000) $774 Shares 3,148 Est. Cost $189.89 Unrealized +24.1%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $773 Shares 9,698 Est. Cost $64.31 Unrealized +10.1%
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.4%
Value ($000) $751 Shares 12,813 Est. Cost $56.45 Unrealized
MRK MERCK & CO INC NEW 0.4%
Value ($000) $746 Shares 5,650 Est. Cost $104.13 Unrealized +11.2%
BMY BRISTOL MYERS SQUIBB CO COM 0.4%
Value ($000) $715 Shares 13,185 Est. Cost $58.65 Unrealized -21.3%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $678 Shares 9,688 Est. Cost $68.17 Unrealized +1.1%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $670 Shares 1,829 Est. Cost $222.03 Unrealized +40.1%
ENB ENBRIDGE INC NPV 0.3%
Value ($000) $667 Shares 18,428 Est. Cost $31.79 Unrealized -0.8%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $664 Shares 2,918 Est. Cost $156.35 Unrealized +29.8%
RTX RAYTHEON TECHNOLOGIES CORP. 0.3%
Value ($000) $660 Shares 6,768 Est. Cost $91.41 Unrealized -5.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.3%
Value ($000) $649 Shares 5,307 Est. Cost $138.10 Unrealized -14.7%
MUB ISHARES S&P NATL MUNI BOND FUND 0.3%
Value ($000) $580 Shares 5,386 Est. Cost $106.52 Unrealized
LIN LINDE PLC NPV 0.3%
Value ($000) $567 Shares 1,221 Est. Cost $383.50 Unrealized +10.1%
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $566 Shares 4,296 Est. Cost $122.25 Unrealized
CSCO CISCO SYSTEMS INC COM 0.3%
Value ($000) $552 Shares 11,060 Est. Cost $45.90 Unrealized +2.9%
BAC BANK OF AMERICA CORP NEW 0.3%
Value ($000) $545 Shares 14,378 Est. Cost $26.64 Unrealized +23.1%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $541 Shares 4,184 Est. Cost $125.76 Unrealized -9.3%
HYG ISHARES HI YIELD CORPORATE BOND 0.3%
Value ($000) $537 Shares 6,913 Est. Cost $75.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. DEL CL B 0.3%
Value ($000) $503 Shares 1,196 Est. Cost $330.18 Unrealized +19.1%
SO SOUTHERN CO COM 0.3%
Value ($000) $501 Shares 6,986 Est. Cost $65.26 Unrealized -0.8%
DIS WALT DISNEY COMPANY COM 0.3%
Value ($000) $490 Shares 4,001 Est. Cost $92.55 Unrealized +10.6%
TSCO TRACTOR SUPPLY CO. 0.3%
Value ($000) $489 Shares 1,870 Est. Cost $43.74 Unrealized +5.9%
PFE PFIZER INC COM 0.2%
Value ($000) $477 Shares 17,205 Est. Cost $32.98 Unrealized -25.3%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $462 Shares 878 Est. Cost $460.16 Unrealized
DOW DOW INC COM 0.2%
Value ($000) $460 Shares 7,941 Est. Cost $45.84 Unrealized +6.8%
IGSB ISHARES SHORT-TERM CORP BOND 0.2%
Value ($000) $459 Shares 8,950 Est. Cost $50.31 Unrealized
INTU INTUIT COM 0.2%
Value ($000) $458 Shares 705 Est. Cost $430.92 Unrealized +46.5%
QQQ INVESCO QQ 0.2%
Value ($000) $448 Shares 1,008 Est. Cost $383.67 Unrealized
MGC VANGUARD W MEGA CAP 300 INDEX ETF 0.2%
Value ($000) $435 Shares 2,327 Est. Cost $161.80 Unrealized
AMGN AMGEN INC. 0.2%
Value ($000) $432 Shares 1,519 Est. Cost $213.65 Unrealized +29.2%
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $429 Shares 850 Est. Cost $421.72 Unrealized +35.9%
AMAT APPLIED MATERIALS COM 0.2%
Value ($000) $424 Shares 2,057 Est. Cost $123.38 Unrealized +46.2%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $421 Shares 9,703 Est. Cost $36.65 Unrealized +10.8%
IVE ISHARES S&P VALUE INDEX FUND 0.2%
Value ($000) $419 Shares 2,243 Est. Cost $166.75 Unrealized
BLACKROCK, INC. 0.2%
Value ($000) $396 Shares 475 Est. Cost $735.62 Unrealized
IWB I SHS RUSSELL 1000 0.2%
Value ($000) $387 Shares 1,344 Est. Cost $252.17 Unrealized
IBM INTERNAT'L BUSINESS MACHINES COM 0.2%
Value ($000) $386 Shares 2,019 Est. Cost $129.31 Unrealized +33.4%
KO COCA COLA COMPANY COM 0.2%
Value ($000) $378 Shares 6,175 Est. Cost $57.36 Unrealized -1.1%
CASY CASEYS GEN STORES 0.2%
Value ($000) $373 Shares 1,170 Est. Cost $224.20 Unrealized +29.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $363 Shares 5,685 Est. Cost $70.00 Unrealized -20.9%
GOOG ALPHABET INC 0.2%
Value ($000) $361 Shares 2,372 Est. Cost $114.89 Unrealized +24.7%
CME CME GROUP INC 0.2%
Value ($000) $349 Shares 1,620 Est. Cost $192.49 Unrealized +2.5%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $331 Shares 2,922 Est. Cost $80.41 Unrealized +23.6%
INTC INTEL CORP COM 0.2%
Value ($000) $324 Shares 7,336 Est. Cost $30.72 Unrealized +43.4%
MMM 3M COMPANY 0.2%
Value ($000) $321 Shares 3,030 Est. Cost $77.52 Unrealized +2.3%
ICE INTERCONTINENTAL EXCHANGE 0.2%
Value ($000) $299 Shares 2,177 Est. Cost $104.69 Unrealized +24.0%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $294 Shares 1,430 Est. Cost $182.35 Unrealized
UNH UNITED HEALTH GROUP INC 0.2%
Value ($000) $291 Shares 588 Est. Cost $470.07 Unrealized +4.0%
PLAB PHOTRONICS INC 0.1%
Value ($000) $283 Shares 10,000 Est. Cost $18.54 Unrealized +60.4%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $282 Shares 1,352 Est. Cost $177.06 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $273 Shares 1,382 Est. Cost $140.25 Unrealized +26.4%
FISV FISERV INC 0.1%
Value ($000) $272 Shares 1,700 Est. Cost $117.72 Unrealized +23.7%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $267 Shares 2,132 Est. Cost $114.68 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $263 Shares 2,802 Est. Cost $109.96 Unrealized -11.0%
XLU SELECT SECTOR SPDR - UTILITIES 0.1%
Value ($000) $262 Shares 3,985 Est. Cost $67.06 Unrealized
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.1%
Value ($000) $238 Shares 1,501 Est. Cost $151.23 Unrealized
IWV ISHS RUSSELL 3000 INDEX 0.1%
Value ($000) $234 Shares 781 Est. Cost $263.55 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $231 Shares 2,388 Est. Cost $85.02 Unrealized +4.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $227 Shares 1,784 Est. Cost $94.95 Unrealized +13.4%
DE DEERE & COMPANY 0.1%
Value ($000) $220 Shares 536 Est. Cost $378.93 Unrealized -1.7%
V VISA INC 0.1%
Value ($000) $220 Shares 788 Est. Cost $228.82 Unrealized +19.0%
ORLY O'REILLY AUTOMOTIVE INC. 0.1%
Value ($000) $214 Shares 190 Est. Cost $61.07 Unrealized +14.5%
EEM ISHARES MSCI EMERGING MKTS INDEX 0.1%
Value ($000) $212 Shares 5,169 Est. Cost $41.95 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $201 Shares 375 Est. Cost $431.43 Unrealized +16.7%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $195 Shares 406 Est. Cost $420.67 Unrealized
NVS NOVARTIS A G ADR 0.1%
Value ($000) $193 Shares 1,993 Est. Cost $104.90 Unrealized
MET METLIFE INC 0.1%
Value ($000) $192 Shares 2,592 Est. Cost $51.91 Unrealized +27.2%
CMI CUMMINS INC 0.1%
Value ($000) $190 Shares 646 Est. Cost $214.07 Unrealized +15.7%
IWR ISHARES RUSSELL MIDCAP INDEX FUND 0.1%
Value ($000) $187 Shares 2,220 Est. Cost $75.90 Unrealized
SHY ISHS BARCLAYS 1-3 YR TREAS BD FD 0.1%
Value ($000) $186 Shares 2,269 Est. Cost $81.12 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $181 Shares 4,315 Est. Cost $31.40 Unrealized +14.4%
NBTB NBT BANCORP INC 0.1%
Value ($000) $178 Shares 4,843 Est. Cost $36.19 Unrealized +0.0%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $177 Shares 713 Est. Cost $169.19 Unrealized +31.8%
EFA ISHARES MSCI EAFE INDEX 0.1%
Value ($000) $176 Shares 2,207 Est. Cost $74.45 Unrealized
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $172 Shares 2,460 Est. Cost $77.49 Unrealized -21.8%
NOW SERVICENOW, INC 0.1%
Value ($000) $172 Shares 225 Est. Cost $99.98 Unrealized +51.5%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $170 Shares 1,865 Est. Cost $96.64 Unrealized -8.3%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $169 Shares 1,137 Est. Cost $152.83 Unrealized -10.7%
IBB NASDAQ BIOTECHNOLOGY I SHARES 0.1%
Value ($000) $165 Shares 1,200 Est. Cost $129.31 Unrealized
T AT&T INC 0.1%
Value ($000) $162 Shares 9,204 Est. Cost $14.78 Unrealized +5.7%
NFLX NETFLIX INC 0.1%
Value ($000) $161 Shares 265 Est. Cost $36.83 Unrealized +53.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $161 Shares 3,690 Est. Cost $36.55 Unrealized -2.3%
VEA VANGUARD DEVELOPED MARKETS ETF 0.1%
Value ($000) $158 Shares 3,154 Est. Cost $47.63 Unrealized
GE GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $157 Shares 897 Est. Cost $81.82 Unrealized +42.3%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $156 Shares 280 Est. Cost $328.44 Unrealized +51.8%
NRT NORTH EUROPEAN OIL ROYALTY TRUST 0.1%
Value ($000) $154 Shares 25,863 Est. Cost $12.21 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $151 Shares 863 Est. Cost $157.63 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC. 0.1%
Value ($000) $149 Shares 613 Est. Cost $265.26 Unrealized -12.3%
CHD CHURCH & DWIGHT CO.INC 0.1%
Value ($000) $146 Shares 1,400 Est. Cost $91.30 Unrealized +7.1%
AFL AFLAC INCORPORATED 0.1%
Value ($000) $146 Shares 1,699 Est. Cost $63.22 Unrealized +24.6%
ECL ECOLAB INC 0.1%
Value ($000) $142 Shares 614 Est. Cost $167.31 Unrealized +24.3%
CSX CSX CORP COM 0.1%
Value ($000) $141 Shares 3,800 Est. Cost $30.43 Unrealized +16.6%
EOG EOG RES INC 0.1%
Value ($000) $141 Shares 1,100 Est. Cost $106.18 Unrealized +3.9%
CB CHUBB LTD CHF 0.1%
Value ($000) $139 Shares 536 Est. Cost $193.09 Unrealized +24.9%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $135 Shares 3,671 Est. Cost $33.26 Unrealized -1.4%
ESGE ISHARES ESG AWARE MSCI EMERGING MKTS FUND 0.1%
Value ($000) $134 Shares 4,154 Est. Cost $33.48 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $133 Shares 1,012 Est. Cost $112.62 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $132 Shares 1,018 Est. Cost $102.49 Unrealized +15.4%
BR BROADRIDGE FINL SOLUTIONS 0.1%
Value ($000) $127 Shares 620 Est. Cost $144.85 Unrealized +35.0%
WY WEYERHAEUSER CO 0.1%
Value ($000) $126 Shares 3,519 Est. Cost $27.83 Unrealized +14.7%
CLX CLOROX CO CALIF COM STK 0.1%
Value ($000) $126 Shares 824 Est. Cost $147.59 Unrealized -5.1%
GSK GLAXO SMITHKLINE PLC ADR NEW 0.1%
Value ($000) $125 Shares 2,928 Est. Cost $35.76 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.1%
Value ($000) $125 Shares 1,092 Est. Cost $99.53 Unrealized
PAYX PAYCHEX INC COM STK 0.1%
Value ($000) $123 Shares 1,001 Est. Cost $105.03 Unrealized +9.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $123 Shares 434 Est. Cost $213.13 Unrealized +21.1%
FDX FEDEX CORPORATION 0.1%
Value ($000) $122 Shares 422 Est. Cost $216.04 Unrealized +11.0%
LAM RESEARCH CORP COM 0.1%
Value ($000) $121 Shares 125 Est. Cost $718.46 Unrealized
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $120 Shares 3,739 Est. Cost $31.21 Unrealized
DD DUPONT DE NEMOURS, INC. 0.1%
Value ($000) $120 Shares 1,559 Est. Cost $27.40 Unrealized +4.1%
ETN EATON CORP PLC 0.1%
Value ($000) $115 Shares 368 Est. Cost $170.34 Unrealized +57.1%
TXN TEXAS INSTRUMENTS, INC 0.1%
Value ($000) $115 Shares 660 Est. Cost $157.50 Unrealized +0.2%
IWD ISHARES RUSSELL 1000 VALUE INDEX 0.1%
Value ($000) $109 Shares 610 Est. Cost $163.39 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $109 Shares 316 Est. Cost $292.45 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETR TR 0.1%
Value ($000) $107 Shares 270 Est. Cost $355.57 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $104 Shares 1,140 Est. Cost $84.48 Unrealized +0.6%
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.1%
Value ($000) $104 Shares 1,122 Est. Cost $85.72 Unrealized
MRSH MARSH & MCLENNAN COMPANIES, INC 0.1%
Value ($000) $103 Shares 501 Est. Cost $184.60 Unrealized +4.8%
C CITIGROUP INC 0.1%
Value ($000) $101 Shares 1,590 Est. Cost $41.66 Unrealized +26.1%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $101 Shares 505 Est. Cost $289.15 Unrealized -34.8%
BDX BECTON DICKINSON & CO. 0.1%
Value ($000) $97 Shares 394 Est. Cost $241.97 Unrealized -4.7%
QUAL ISHARES EDGE MSCI US QULTY FACT ETF 0.1%
Value ($000) $96 Shares 583 Est. Cost $139.97 Unrealized
SHEL SHELL PLC NPV ADR 0.1%
Value ($000) $96 Shares 1,429 Est. Cost $61.63 Unrealized
VNQ VANGUARD REIT 0.0%
Value ($000) $95 Shares 1,100 Est. Cost $85.26 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $92 Shares 75 Est. Cost $676.05 Unrealized +47.6%
SU SUNCOR ENERGY, INC. 0.0%
Value ($000) $91 Shares 2,475 Est. Cost $27.12 Unrealized +16.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $90 Shares 1,100 Est. Cost $84.06 Unrealized -10.5%
GVI ETF ISHS INTER GOVT CR BD 0.0%
Value ($000) $90 Shares 865 Est. Cost $102.82 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.0%
Value ($000) $89 Shares 600 Est. Cost $134.15 Unrealized
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $87 Shares 1,770 Est. Cost $47.58 Unrealized -10.4%
TSLA TESLA MOTORS INC. COMMON 0.0%
Value ($000) $87 Shares 495 Est. Cost $199.96 Unrealized -2.3%
VGSH VANGUART SHORT-TERM TREASUREINDEX FUND 0.0%
Value ($000) $86 Shares 1,479 Est. Cost $57.86 Unrealized
EL ESTEE LAUDER COMPANIES CL A 0.0%
Value ($000) $83 Shares 540 Est. Cost $201.58 Unrealized -32.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $82 Shares 907 Est. Cost $87.29 Unrealized -3.6%
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $82 Shares 303 Est. Cost $254.02 Unrealized
CWB SPDR BARCLAYS CAP CONV SEC 0.0%
Value ($000) $81 Shares 1,114 Est. Cost $71.90 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $78 Shares 350 Est. Cost $243.71 Unrealized -8.8%
XLY SPDR CONSUMER DISCRETIONARY 0.0%
Value ($000) $77 Shares 419 Est. Cost $173.74 Unrealized
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $77 Shares 184 Est. Cost $307.90 Unrealized +20.9%
EQIX EQUINIX INC COM PAR $0.001 0.0%
Value ($000) $77 Shares 93 Est. Cost $692.48 Unrealized +16.6%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $75 Shares 1,293 Est. Cost $37.64 Unrealized +33.2%
IDA IDACORP INC. 0.0%
Value ($000) $70 Shares 750 Est. Cost $107.49 Unrealized -14.8%
LQD ISHARES IBOXX $ INV GRADE CORP BOND ETF 0.0%
Value ($000) $69 Shares 630 Est. Cost $107.84 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value ($000) $67 Shares 534 Est. Cost $110.42 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $65 Shares 676 Est. Cost $84.87 Unrealized -0.9%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $65 Shares 1,124 Est. Cost $45.69 Unrealized +20.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $65 Shares 741 Est. Cost $79.64 Unrealized +1.3%
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $64 Shares 1,258 Est. Cost $36.92 Unrealized +32.5%
VGIT VANGUARD INT TERM ETF 0.0%
Value ($000) $63 Shares 1,070 Est. Cost $58.47 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $62 Shares 740 Est. Cost $75.36 Unrealized
IJJ ISHS TR S&P MDCP 400 VALUE ETF 0.0%
Value ($000) $58 Shares 490 Est. Cost $111.92 Unrealized
VOOG VANGUARD S&P 500 GROWTH 0.0%
Value ($000) $58 Shares 190 Est. Cost $264.83 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $51 Shares 430 Est. Cost $73.90 Unrealized +21.6%
MAR MARRIOTT INTERNATIONAL INC NEW CLASS A 0.0%
Value ($000) $50 Shares 200 Est. Cost $196.85 Unrealized +20.7%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $49 Shares 375 Est. Cost $132.67 Unrealized -7.6%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $49 Shares 420 Est. Cost $79.93 Unrealized +23.3%
VO ETF VANGUARD MID-CAP 0.0%
Value ($000) $49 Shares 196 Est. Cost $227.92 Unrealized
SPIB SPDR INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $49 Shares 1,492 Est. Cost $32.18 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $48 Shares 242 Est. Cost $176.89 Unrealized +5.3%
MAS MASCO CORPORATION 0.0%
Value ($000) $45 Shares 575 Est. Cost $55.65 Unrealized +25.4%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $44 Shares 285 Est. Cost $106.16 Unrealized +8.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $43 Shares 436 Est. Cost $80.62 Unrealized +11.1%
RTH VANECK VEC RETAIL ETF 0.0%
Value ($000) $42 Shares 200 Est. Cost $179.88 Unrealized
PIO INVESCO EXCHNG TRADED FD TR GLOBAL WATER 0.0%
Value ($000) $42 Shares 979 Est. Cost $36.84 Unrealized
WMT WAL-MART STORES, INC 0.0%
Value ($000) $42 Shares 693 Est. Cost $53.68 Unrealized +4.4%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $41 Shares 528 Est. Cost $80.13 Unrealized -19.2%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $40 Shares 150 Est. Cost $219.64 Unrealized +12.7%
WELLS FARGO PFD L 0.0%
Value ($000) $39 Shares 32 Est. Cost $1178.94 Unrealized
SHW SHERWIN-WILLIAMS COMPANY 0.0%
Value ($000) $38 Shares 110 Est. Cost $262.23 Unrealized +19.5%
HPQ HP INC 0.0%
Value ($000) $38 Shares 1,263 Est. Cost $27.12 Unrealized +0.7%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $37 Shares 120 Est. Cost $257.66 Unrealized +14.8%
VV VANGUARD LARGE CAP 0.0%
Value ($000) $37 Shares 155 Est. Cost $209.59 Unrealized
BND ETF VANGUARD BOND INDEX 0.0%
Value ($000) $37 Shares 510 Est. Cost $70.61 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $36 Shares 120 Est. Cost $201.68 Unrealized +41.4%
VB VANGUARD INDEX FUNDS SMALL CAP 0.0%
Value ($000) $36 Shares 158 Est. Cost $208.75 Unrealized
DRI DARDEN RESTAURANTS, INC COM 0.0%
Value ($000) $36 Shares 216 Est. Cost $143.74 Unrealized +9.0%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $31 Shares 145 Est. Cost $297.86 Unrealized -21.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $31 Shares 200 Est. Cost $141.01 Unrealized -2.5%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $31 Shares 290 Est. Cost $100.52 Unrealized -2.8%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $30 Shares 450 Est. Cost $57.12 Unrealized +0.9%
CMG CHIPOLTE MEXICAN GRILL 0.0%
Value ($000) $29 Shares 10 Est. Cost $41.61 Unrealized +22.9%
MS MORGAN STANLEY 0.0%
Value ($000) $28 Shares 300 Est. Cost $77.74 Unrealized +7.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $28 Shares 309 Est. Cost $72.40 Unrealized +12.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $27 Shares 705 Est. Cost $28.31 Unrealized +17.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $27 Shares 375 Est. Cost $72.58 Unrealized -0.8%
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $26 Shares 450 Est. Cost $56.11 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $26 Shares 305 Est. Cost $78.97 Unrealized -3.8%
FCX FREEPORT-MCMORAN COPPER 0.0%
Value ($000) $26 Shares 550 Est. Cost $36.75 Unrealized +7.2%
USB U S BANCORP DEL 0.0%
Value ($000) $26 Shares 575 Est. Cost $32.45 Unrealized +19.1%
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $25 Shares 65 Est. Cost $368.96 Unrealized +25.3%
CI CIGNA CORPORATION 0.0%
Value ($000) $25 Shares 69 Est. Cost $247.94 Unrealized +28.2%
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $24 Shares 200 Est. Cost $96.42 Unrealized +5.5%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $24 Shares 462 Est. Cost $52.22 Unrealized
IGIB ISHS BARCLAYS INTERMEDIATE TERM CREDIT BOND FD 0.0%
Value ($000) $23 Shares 450 Est. Cost $50.59 Unrealized
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 212 Est. Cost $95.45 Unrealized +7.0%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $22 Shares 247 Est. Cost $79.45 Unrealized +4.4%
HPE HEWLETT PACKARD ENT CO 0.0%
Value ($000) $22 Shares 1,263 Est. Cost $14.20 Unrealized +8.6%
AON AON PLC NPV 0.0%
Value ($000) $21 Shares 64 Est. Cost $318.69 Unrealized -4.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $191.03 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $21 Shares 310 Est. Cost $65.95 Unrealized -7.1%
WDAY WORKDAY, INC. 0.0%
Value ($000) $19 Shares 70 Est. Cost $200.31 Unrealized +42.1%
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.0%
Value ($000) $19 Shares 200 Est. Cost $87.47 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $19 Shares 347 Est. Cost $60.77 Unrealized -12.2%
TDTT FLEXSHARES 3 YEAR DURATION TIPS ETF 0.0%
Value ($000) $19 Shares 782 Est. Cost $23.50 Unrealized
AVANGRID INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $37.07 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $18 Shares 100 Est. Cost $104.00 Unrealized +68.1%
VFC V F CORP 0.0%
Value ($000) $17 Shares 1,134 Est. Cost $20.50 Unrealized -21.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $17 Shares 100 Est. Cost $119.35 Unrealized +13.7%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $17 Shares 195 Est. Cost $74.77 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $17 Shares 766 Est. Cost $29.96 Unrealized
BA BOEING COMPANY COM 0.0%
Value ($000) $17 Shares 86 Est. Cost $207.72 Unrealized -1.1%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $16 Shares 241 Est. Cost $58.67 Unrealized -3.5%
FAST FASTENAL 0.0%
Value ($000) $15 Shares 200 Est. Cost $25.68 Unrealized +32.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $15 Shares 50 Est. Cost $214.57 Unrealized +24.5%
AEE AMEREN CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $78.68 Unrealized -14.9%
CTVA CORTEVA, INC. 0.0%
Value ($000) $15 Shares 256 Est. Cost $54.75 Unrealized -7.6%
VBR VANGUARD SMALL CAP 0.0%
Value ($000) $14 Shares 75 Est. Cost $174.39 Unrealized
ETR ENTERGY CORPORATION 0.0%
Value ($000) $13 Shares 125 Est. Cost $47.16 Unrealized +1.1%
AMX AMERICA MOVIL S.A.B. DE C.V. 0.0%
Value ($000) $13 Shares 700 Est. Cost $18.65 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $13 Shares 410 Est. Cost $20.11 Unrealized +46.9%
XLP SELECT SECTOR SPDRFUND CONSUMER STAPLES 0.0%
Value ($000) $11 Shares 150 Est. Cost $75.75 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.46 Unrealized -0.6%
SYY SYSCO CORP COM 0.0%
Value ($000) $11 Shares 135 Est. Cost $68.53 Unrealized +8.8%
WHR WHIRLPOOL CORPORATION COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $137.34 Unrealized -18.8%
ULTA ULTA BEAUTY, INC 0.0%
Value ($000) $9 Shares 17 Est. Cost $489.83 Unrealized +5.4%
PODD INSULET CORPORATION 0.0%
Value ($000) $9 Shares 50 Est. Cost $223.91 Unrealized -16.7%
INGR INGREDION INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $112.60 Unrealized 0.0%
FTV FORTIV CORP 0.0%
Value ($000) $7 Shares 79 Est. Cost $56.92 Unrealized +5.8%
PSA PUBLIC STORAGE 0.0%
Value ($000) $6 Shares 20 Est. Cost $265.09 Unrealized 0.0%
STT STATE STREET CORP COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $65.58 Unrealized +6.1%
IR INGERSOLL RAND INC. 0.0%
Value ($000) $4 Shares 44 Est. Cost $68.24 Unrealized +25.1%
VLTO VERALTO CORP 0.0%
Value ($000) $4 Shares 43 Est. Cost $73.75 Unrealized +11.5%
ALC ALCON INC CHF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.77 Unrealized +5.2%
TIP ISHARES BARCLAYS TIP 0.0%
Value ($000) $3 Shares 31 Est. Cost $107.14 Unrealized
IJT ISHARES TR S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $120.85 Unrealized
BKR BAKER HUGHES INC. CL A COMMON 0.0%
Value ($000) $3 Shares 78 Est. Cost $29.55 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $3 Shares 47 Est. Cost $44.51 Unrealized +7.5%
KVUE KENVUE INC. 0.0%
Value ($000) $1 Shares 55 Est. Cost $21.04 Unrealized -10.4%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $20.59 Unrealized +3.3%