UNION SAVINGS BANK Diversified Active

CIK: 0001985855 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 15, 2024

Total Value ($000): $204,006 (100.0% shares, 0.0% debt)

Holdings (297)

SPHQ INVESCO S&P 500 QUALITY ETF 11.4%
Value ($000) $23,294 Shares 346,281 Est. Cost $57.79 Unrealized
BRK/A BERKSHIRE HATHAWAY INC COM 10.8%
Value ($000) $22,118 Shares 32 Est. Cost $497809.40 Unrealized +33.4%
IJH ISHARES CORE S&P MID-CAP ETF 5.2%
Value ($000) $10,704 Shares 171,793 Est. Cost $102.83 Unrealized
SPY SPDR S&P 500 ETF TRUST 5.2%
Value ($000) $10,542 Shares 18,374 Est. Cost $457.78 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $7,349 Shares 17,080 Est. Cost $307.57 Unrealized +37.6%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.9%
Value ($000) $5,941 Shares 46,341 Est. Cost $110.33 Unrealized
AAPL APPLE INCORPORATED 2.6%
Value ($000) $5,345 Shares 22,942 Est. Cost $172.20 Unrealized +28.9%
IWM ISHARES RUSSELL 2000 INDEX 2.3%
Value ($000) $4,722 Shares 21,379 Est. Cost $198.71 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.9%
Value ($000) $3,888 Shares 6,825 Est. Cost $498.33 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.7%
Value ($000) $3,419 Shares 29,231 Est. Cost $105.16 Unrealized
JPM J P MORGAN CHASE & CO 1.3%
Value ($000) $2,735 Shares 12,970 Est. Cost $130.25 Unrealized +57.4%
GOOGL ALPHABET INC 1.3%
Value ($000) $2,622 Shares 15,809 Est. Cost $116.73 Unrealized +42.8%
COST COSTCO WHOLESALE CORPORATION 1.1%
Value ($000) $2,252 Shares 2,540 Est. Cost $489.49 Unrealized +76.1%
SDY SPDR S&P DIVIDEND ETF 1.1%
Value ($000) $2,181 Shares 15,356 Est. Cost $126.84 Unrealized
PG PROCTER & GAMBLE CO COM 1.1%
Value ($000) $2,181 Shares 12,591 Est. Cost $141.37 Unrealized +16.2%
IDXX IDEXX LABORATORIES INC 1.0%
Value ($000) $2,021 Shares 4,000 Est. Cost $479.21 Unrealized +1.4%
NVDA NVIDIA CORP 0.9%
Value ($000) $1,915 Shares 15,772 Est. Cost $104.09 Unrealized +13.4%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $1,892 Shares 16,141 Est. Cost $99.61 Unrealized +10.5%
AMZN AMAZON.COM INC 0.9%
Value ($000) $1,892 Shares 10,154 Est. Cost $133.62 Unrealized +36.5%
DVY ISHARES SELECT DIVIDEND ETF 0.9%
Value ($000) $1,809 Shares 13,396 Est. Cost $118.06 Unrealized
LLY ELI LILLY & CO COM 0.9%
Value ($000) $1,770 Shares 1,998 Est. Cost $467.79 Unrealized +90.3%
MA MASTERCARD INC 0.9%
Value ($000) $1,747 Shares 3,537 Est. Cost $372.84 Unrealized +23.8%
ADP AUTOMATIC DATA PROCESSING COM 0.8%
Value ($000) $1,668 Shares 6,029 Est. Cost $204.24 Unrealized +24.1%
HD THE HOME DEPOT, INC 0.8%
Value ($000) $1,553 Shares 3,833 Est. Cost $278.47 Unrealized +26.6%
VGT VANGUARD INFORMATION TECHNOLOGY VIPERS 0.8%
Value ($000) $1,541 Shares 2,628 Est. Cost $454.80 Unrealized
PEP PEPSICO, INC COM 0.7%
Value ($000) $1,512 Shares 8,891 Est. Cost $170.08 Unrealized -4.2%
TJX TJX COS INC 0.7%
Value ($000) $1,511 Shares 12,856 Est. Cost $77.15 Unrealized +46.1%
ACN ACCENTURE PLC 0.7%
Value ($000) $1,476 Shares 4,175 Est. Cost $279.68 Unrealized +15.4%
FLOT ISHARES TRUST FLOATING RATE BOND ETF 0.7%
Value ($000) $1,440 Shares 28,217 Est. Cost $50.85 Unrealized
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,401 Shares 4,601 Est. Cost $272.95 Unrealized -2.3%
DHR DANAHER CORP 0.6%
Value ($000) $1,324 Shares 4,764 Est. Cost $209.25 Unrealized +25.4%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $1,312 Shares 2,245 Est. Cost $429.28 Unrealized +20.3%
ORCL ORACLE CORPORATION COM 0.6%
Value ($000) $1,302 Shares 7,643 Est. Cost $100.39 Unrealized +42.5%
META META PLATFORMS 0.6%
Value ($000) $1,239 Shares 2,164 Est. Cost $357.22 Unrealized +43.4%
BX BLACKSTONE GROUP INC 0.6%
Value ($000) $1,233 Shares 8,055 Est. Cost $80.16 Unrealized +66.8%
IVW ISHARES S&P GROWTH INDEX FUND 0.6%
Value ($000) $1,223 Shares 12,775 Est. Cost $72.65 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.6%
Value ($000) $1,138 Shares 4,578 Est. Cost $200.25 Unrealized +16.4%
AVGO BROADCOM INC 0.6%
Value ($000) $1,136 Shares 6,588 Est. Cost $151.96 Unrealized +4.0%
SYK STRYKER CORP 0.6%
Value ($000) $1,131 Shares 3,131 Est. Cost $281.34 Unrealized +21.0%
VIG ETF VANGUARD DIVIDEND APPRECIATION 0.5%
Value ($000) $1,119 Shares 5,652 Est. Cost $166.25 Unrealized
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,106 Shares 4,724 Est. Cost $167.74 Unrealized +28.4%
CVX CHEVRON CORPORATION COM 0.5%
Value ($000) $1,069 Shares 7,259 Est. Cost $143.37 Unrealized -2.4%
ABT ABBOTT LABS COM 0.5%
Value ($000) $1,017 Shares 8,917 Est. Cost $101.41 Unrealized +5.6%
ES EVERSOURCE ENERGY 0.5%
Value ($000) $1,016 Shares 14,927 Est. Cost $65.65 Unrealized -8.1%
ABBV ABBVIE INC 0.5%
Value ($000) $1,011 Shares 5,119 Est. Cost $133.87 Unrealized +33.5%
AMT AMERICAN TOWER REIT 0.5%
Value ($000) $956 Shares 4,109 Est. Cost $178.08 Unrealized +18.4%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $948 Shares 5,851 Est. Cost $149.11 Unrealized +2.4%
XLF FINANCIAL SELECT SECTOR SPDRETF 0.5%
Value ($000) $945 Shares 20,858 Est. Cost $35.32 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX 0.5%
Value ($000) $933 Shares 3,296 Est. Cost $228.35 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $923 Shares 4,722 Est. Cost $168.22 Unrealized +7.8%
GVI ETF ISHS INTER GOVT CR BD 0.4%
Value ($000) $913 Shares 8,525 Est. Cost $105.81 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $912 Shares 1,475 Est. Cost $543.68 Unrealized +8.4%
IWF I SHS RUSSELL 1000 GROWTH INDEX G 0.4%
Value ($000) $910 Shares 2,424 Est. Cost $284.63 Unrealized
ENB ENBRIDGE INC NPV 0.4%
Value ($000) $849 Shares 20,908 Est. Cost $31.87 Unrealized +11.5%
AGG ISHARES CORE TOTAL U S BOND MARKET ETF 0.4%
Value ($000) $843 Shares 8,322 Est. Cost $97.68 Unrealized
NVO NOVO NORDISK AS ADR 0.4%
Value ($000) $841 Shares 7,064 Est. Cost $124.47 Unrealized
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $810 Shares 3,920 Est. Cost $175.58 Unrealized +7.3%
RTX RAYTHEON TECHNOLOGIES CORP. 0.4%
Value ($000) $804 Shares 6,633 Est. Cost $91.41 Unrealized +21.5%
LOW LOWES COMPANIES INC COM STK 0.4%
Value ($000) $786 Shares 2,901 Est. Cost $197.56 Unrealized +19.5%
UNP UNION PAC CORP COM 0.4%
Value ($000) $772 Shares 3,134 Est. Cost $189.89 Unrealized +23.6%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $765 Shares 2,822 Est. Cost $156.35 Unrealized +56.8%
LIN LINDE PLC NPV 0.4%
Value ($000) $764 Shares 1,603 Est. Cost $398.25 Unrealized +12.5%
AWK AMERICAN WTR WKS CO INC NEW COM 0.4%
Value ($000) $715 Shares 4,891 Est. Cost $138.10 Unrealized -0.6%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $711 Shares 9,651 Est. Cost $68.17 Unrealized -1.5%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $667 Shares 1,706 Est. Cost $222.03 Unrealized +52.5%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $646 Shares 5,685 Est. Cost $104.13 Unrealized +8.5%
SO SOUTHERN CO COM 0.3%
Value ($000) $613 Shares 6,796 Est. Cost $65.26 Unrealized +25.1%
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.3%
Value ($000) $583 Shares 9,249 Est. Cost $56.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. DEL CL B 0.3%
Value ($000) $572 Shares 1,243 Est. Cost $333.49 Unrealized +32.6%
QQQ INVESCO QQ 0.3%
Value ($000) $541 Shares 1,108 Est. Cost $393.09 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $530 Shares 10,247 Est. Cost $58.65 Unrealized -25.6%
KO COCA COLA COMPANY COM 0.3%
Value ($000) $521 Shares 7,248 Est. Cost $58.52 Unrealized +12.2%
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $518 Shares 4,229 Est. Cost $122.25 Unrealized
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $516 Shares 3,629 Est. Cost $125.71 Unrealized +6.7%
TSCO TRACTOR SUPPLY CO. 0.2%
Value ($000) $510 Shares 1,753 Est. Cost $43.74 Unrealized +20.1%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $502 Shares 871 Est. Cost $460.16 Unrealized
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $496 Shares 958 Est. Cost $432.59 Unrealized +26.8%
TGT TARGET CORP COM 0.2%
Value ($000) $491 Shares 3,153 Est. Cost $134.98 Unrealized +4.5%
MGC VANGUARD W MEGA CAP 300 INDEX ETF 0.2%
Value ($000) $481 Shares 2,327 Est. Cost $161.80 Unrealized
DOW DOW INC COM 0.2%
Value ($000) $470 Shares 8,612 Est. Cost $46.27 Unrealized +3.6%
BAC BANK OF AMERICA CORP NEW 0.2%
Value ($000) $470 Shares 11,835 Est. Cost $26.64 Unrealized +45.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $470 Shares 5,555 Est. Cost $70.00 Unrealized +6.9%
BLACKROCK, INC. 0.2%
Value ($000) $456 Shares 480 Est. Cost $746.75 Unrealized
IGSB ISHARES SHORT-TERM CORP BOND 0.2%
Value ($000) $454 Shares 8,625 Est. Cost $50.31 Unrealized
IVE ISHARES S&P VALUE INDEX FUND 0.2%
Value ($000) $442 Shares 2,243 Est. Cost $166.75 Unrealized
CSCO CISCO SYSTEMS INC COM 0.2%
Value ($000) $439 Shares 8,244 Est. Cost $45.90 Unrealized +1.9%
INTU INTUIT COM 0.2%
Value ($000) $438 Shares 705 Est. Cost $430.92 Unrealized +46.9%
AMAT APPLIED MATERIALS COM 0.2%
Value ($000) $436 Shares 2,157 Est. Cost $127.04 Unrealized +59.3%
IBM INTERNAT'L BUSINESS MACHINES COM 0.2%
Value ($000) $432 Shares 1,954 Est. Cost $129.31 Unrealized +46.1%
MUB ISHARES S&P NATL MUNI BOND FUND 0.2%
Value ($000) $428 Shares 3,938 Est. Cost $106.52 Unrealized
AMGN AMGEN INC. 0.2%
Value ($000) $424 Shares 1,315 Est. Cost $213.65 Unrealized +46.6%
BND ETF VANGUARD BOND INDEX 0.2%
Value ($000) $421 Shares 5,610 Est. Cost $71.92 Unrealized
CASY CASEYS GEN STORES 0.2%
Value ($000) $417 Shares 1,110 Est. Cost $224.20 Unrealized +65.6%
GOOG ALPHABET INC 0.2%
Value ($000) $398 Shares 2,380 Est. Cost $114.89 Unrealized +46.4%
IWB I SHS RUSSELL 1000 0.2%
Value ($000) $397 Shares 1,263 Est. Cost $252.17 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $390 Shares 13,484 Est. Cost $32.98 Unrealized -19.1%
CME CME GROUP INC 0.2%
Value ($000) $388 Shares 1,758 Est. Cost $192.69 Unrealized +1.9%
UNH UNITED HEALTH GROUP INC 0.2%
Value ($000) $378 Shares 647 Est. Cost $472.79 Unrealized +16.0%
MMM 3M COMPANY 0.2%
Value ($000) $354 Shares 2,592 Est. Cost $77.52 Unrealized +53.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $354 Shares 3,073 Est. Cost $88.92 Unrealized +19.1%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $348 Shares 1,430 Est. Cost $182.35 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $320 Shares 2,922 Est. Cost $80.41 Unrealized +30.7%
ESGV VANGUARD ESG US STK ETF 0.2%
Value ($000) $315 Shares 3,097 Est. Cost $96.62 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $308 Shares 4,893 Est. Cost $64.31 Unrealized -14.2%
XLU SELECT SECTOR SPDR - UTILITIES 0.1%
Value ($000) $306 Shares 3,782 Est. Cost $67.06 Unrealized
FISV FISERV INC 0.1%
Value ($000) $305 Shares 1,700 Est. Cost $117.72 Unrealized +40.1%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $294 Shares 1,303 Est. Cost $177.06 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX FUND 0.1%
Value ($000) $293 Shares 3,329 Est. Cost $77.63 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $278 Shares 2,100 Est. Cost $114.68 Unrealized
DIS WALT DISNEY COMPANY COM 0.1%
Value ($000) $270 Shares 2,803 Est. Cost $92.55 Unrealized -2.1%
T AT&T INC 0.1%
Value ($000) $260 Shares 11,807 Est. Cost $15.90 Unrealized +18.1%
NBTB NBT BANCORP INC 0.1%
Value ($000) $258 Shares 5,826 Est. Cost $36.17 Unrealized +24.8%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $257 Shares 487 Est. Cost $434.69 Unrealized
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.1%
Value ($000) $250 Shares 1,501 Est. Cost $151.23 Unrealized
PLAB PHOTRONICS INC 0.1%
Value ($000) $248 Shares 10,000 Est. Cost $18.54 Unrealized +30.4%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $242 Shares 3,017 Est. Cost $74.06 Unrealized +7.0%
V VISA INC 0.1%
Value ($000) $240 Shares 873 Est. Cost $232.88 Unrealized +15.0%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value ($000) $235 Shares 1,465 Est. Cost $107.90 Unrealized +40.6%
EEM ISHARES MSCI EMERGING MKTS INDEX 0.1%
Value ($000) $227 Shares 4,942 Est. Cost $41.95 Unrealized
GE GE DBA GE AEROSPACE 0.1%
Value ($000) $226 Shares 1,197 Est. Cost $103.40 Unrealized +62.4%
ORLY O'REILLY AUTOMOTIVE INC. 0.1%
Value ($000) $222 Shares 193 Est. Cost $61.26 Unrealized +19.9%
NVS NOVARTIS A G ADR 0.1%
Value ($000) $219 Shares 1,906 Est. Cost $104.90 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $216 Shares 518 Est. Cost $378.93 Unrealized -2.6%
AFL AFLAC INCORPORATED 0.1%
Value ($000) $212 Shares 1,899 Est. Cost $66.97 Unrealized +47.5%
CMI CUMMINS INC 0.1%
Value ($000) $209 Shares 646 Est. Cost $214.07 Unrealized +34.5%
NFLX NETFLIX INC 0.1%
Value ($000) $208 Shares 293 Est. Cost $39.28 Unrealized +70.3%
NOW SERVICENOW, INC 0.1%
Value ($000) $201 Shares 225 Est. Cost $99.98 Unrealized +64.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $201 Shares 1,910 Est. Cost $96.17 Unrealized +9.3%
MET METLIFE INC 0.1%
Value ($000) $195 Shares 2,367 Est. Cost $51.91 Unrealized +38.4%
MCK MCKESSON CORP 0.1%
Value ($000) $189 Shares 383 Est. Cost $433.97 Unrealized +27.5%
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $189 Shares 1,039 Est. Cost $159.52 Unrealized
IWV ISHS RUSSELL 3000 INDEX 0.1%
Value ($000) $189 Shares 578 Est. Cost $263.55 Unrealized
SHY ISHS BARCLAYS 1-3 YR TREAS BD FD 0.1%
Value ($000) $189 Shares 2,269 Est. Cost $81.12 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $188 Shares 3,690 Est. Cost $36.55 Unrealized +24.5%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $177 Shares 280 Est. Cost $328.44 Unrealized +70.6%
NUE NUCOR CORP 0.1%
Value ($000) $176 Shares 1,168 Est. Cost $140.25 Unrealized +4.7%
IBB NASDAQ BIOTECHNOLOGY I SHARES 0.1%
Value ($000) $175 Shares 1,200 Est. Cost $129.31 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $173 Shares 3,853 Est. Cost $31.40 Unrealized +22.3%
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $172 Shares 2,335 Est. Cost $77.49 Unrealized -15.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $172 Shares 4,123 Est. Cost $36.65 Unrealized +3.0%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $172 Shares 1,765 Est. Cost $95.27 Unrealized -13.1%
VEA VANGUARD DEVELOPED MARKETS ETF 0.1%
Value ($000) $167 Shares 3,154 Est. Cost $47.63 Unrealized
TXN TEXAS INSTRUMENTS, INC 0.1%
Value ($000) $162 Shares 786 Est. Cost $162.30 Unrealized +18.9%
PAYX PAYCHEX INC COM STK 0.1%
Value ($000) $161 Shares 1,201 Est. Cost $107.84 Unrealized +13.1%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $155 Shares 645 Est. Cost $169.19 Unrealized +44.3%
ESGE ISHARES ESG AWARE MSCI EMERGING MKTS FUND 0.1%
Value ($000) $154 Shares 4,232 Est. Cost $33.48 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC. 0.1%
Value ($000) $153 Shares 515 Est. Cost $265.26 Unrealized -0.8%
CHD CHURCH & DWIGHT CO.INC 0.1%
Value ($000) $147 Shares 1,400 Est. Cost $91.30 Unrealized +10.5%
EOG EOG RES INC 0.1%
Value ($000) $139 Shares 1,127 Est. Cost $106.52 Unrealized +13.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $138 Shares 1,140 Est. Cost $84.48 Unrealized +30.0%
CB CHUBB LTD CHF 0.1%
Value ($000) $136 Shares 471 Est. Cost $193.09 Unrealized +40.2%
NRT NORTH EUROPEAN OIL ROYALTY TRUST 0.1%
Value ($000) $136 Shares 25,863 Est. Cost $12.21 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX 0.1%
Value ($000) $134 Shares 708 Est. Cost $167.04 Unrealized
CLX CLOROX CO CALIF COM STK 0.1%
Value ($000) $134 Shares 824 Est. Cost $147.59 Unrealized -4.3%
BR BROADRIDGE FINL SOLUTIONS 0.1%
Value ($000) $133 Shares 620 Est. Cost $144.85 Unrealized +41.1%
CSX CSX CORP COM 0.1%
Value ($000) $131 Shares 3,800 Est. Cost $30.43 Unrealized +9.1%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $131 Shares 434 Est. Cost $213.13 Unrealized +34.4%
TSLA TESLA MOTORS INC. COMMON 0.1%
Value ($000) $130 Shares 495 Est. Cost $199.96 Unrealized +14.0%
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $124 Shares 3,739 Est. Cost $31.21 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $122 Shares 368 Est. Cost $170.34 Unrealized +76.9%
NKE NIKE INC CL B 0.1%
Value ($000) $122 Shares 1,379 Est. Cost $109.96 Unrealized -30.9%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $121 Shares 316 Est. Cost $292.45 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $121 Shares 3,447 Est. Cost $33.26 Unrealized -4.4%
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.1%
Value ($000) $121 Shares 1,030 Est. Cost $99.53 Unrealized
VSGX VANGUARD ESG INTL STOCK ETF 0.1%
Value ($000) $119 Shares 1,935 Est. Cost $57.27 Unrealized
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $118 Shares 239 Est. Cost $336.70 Unrealized +41.1%
EFA ISHARES MSCI EAFE INDEX 0.1%
Value ($000) $118 Shares 1,407 Est. Cost $74.45 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $115 Shares 422 Est. Cost $216.04 Unrealized +30.2%
DIA SPDR DOW JONES INDL AVERAGE ETR TR 0.1%
Value ($000) $114 Shares 270 Est. Cost $355.57 Unrealized
MRSH MARSH & MCLENNAN COMPANIES, INC 0.1%
Value ($000) $114 Shares 512 Est. Cost $185.29 Unrealized +17.1%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $112 Shares 825 Est. Cost $152.83 Unrealized -21.1%
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $112 Shares 1,945 Est. Cost $47.90 Unrealized +6.8%
WY WEYERHAEUSER CO 0.1%
Value ($000) $112 Shares 3,311 Est. Cost $27.83 Unrealized +5.7%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $110 Shares 1,230 Est. Cost $69.32 Unrealized +10.2%
GSK GLAXO SMITHKLINE PLC ADR NEW 0.1%
Value ($000) $110 Shares 2,683 Est. Cost $35.76 Unrealized
VNQ VANGUARD REIT 0.1%
Value ($000) $107 Shares 1,100 Est. Cost $85.26 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $107 Shares 75 Est. Cost $676.05 Unrealized +70.5%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $106 Shares 1,100 Est. Cost $84.06 Unrealized +0.7%
QUAL ISHARES EDGE MSCI US QULTY FACT ETF 0.1%
Value ($000) $105 Shares 583 Est. Cost $139.97 Unrealized
DD DUPONT DE NEMOURS, INC. 0.1%
Value ($000) $105 Shares 1,173 Est. Cost $27.40 Unrealized +20.4%
LAM RESEARCH CORP COM 0.1%
Value ($000) $102 Shares 125 Est. Cost $718.46 Unrealized
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $85.72 Unrealized
BDX BECTON DICKINSON & CO. 0.0%
Value ($000) $95 Shares 394 Est. Cost $241.97 Unrealized -5.9%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $94 Shares 907 Est. Cost $87.29 Unrealized +8.2%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.0%
Value ($000) $92 Shares 600 Est. Cost $134.15 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $92 Shares 1,475 Est. Cost $41.66 Unrealized +42.6%
SU SUNCOR ENERGY, INC. 0.0%
Value ($000) $91 Shares 2,475 Est. Cost $27.12 Unrealized +36.8%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $90 Shares 1,124 Est. Cost $45.69 Unrealized +50.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $90 Shares 620 Est. Cost $112.62 Unrealized
BNDX VANGUARD TOTAL INTL BOND INDEX 0.0%
Value ($000) $88 Shares 1,759 Est. Cost $48.66 Unrealized
VGSH VANGUART SHORT-TERM TREASUREINDEX FUND 0.0%
Value ($000) $87 Shares 1,479 Est. Cost $57.86 Unrealized
CWB SPDR BARCLAYS CAP CONV SEC 0.0%
Value ($000) $85 Shares 1,114 Est. Cost $71.90 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $84 Shares 505 Est. Cost $289.15 Unrealized -45.2%
XLY SPDR CONSUMER DISCRETIONARY 0.0%
Value ($000) $84 Shares 419 Est. Cost $173.74 Unrealized
EQIX EQUINIX INC COM PAR $0.001 0.0%
Value ($000) $83 Shares 93 Est. Cost $692.48 Unrealized +14.8%
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $82 Shares 1,249 Est. Cost $61.63 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $82 Shares 289 Est. Cost $254.02 Unrealized
WMT WAL-MART STORES, INC 0.0%
Value ($000) $79 Shares 973 Est. Cost $57.15 Unrealized +26.8%
IDA IDACORP INC. 0.0%
Value ($000) $77 Shares 750 Est. Cost $107.49 Unrealized -7.1%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $75 Shares 724 Est. Cost $85.30 Unrealized +7.1%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $73 Shares 1,293 Est. Cost $37.64 Unrealized +45.7%
MS MORGAN STANLEY 0.0%
Value ($000) $68 Shares 649 Est. Cost $86.17 Unrealized +12.5%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $68 Shares 740 Est. Cost $75.36 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $66 Shares 258 Est. Cost $167.31 Unrealized +44.1%
VOOG VANGUARD S&P 500 GROWTH 0.0%
Value ($000) $66 Shares 190 Est. Cost $264.83 Unrealized
VV VANGUARD LARGE CAP 0.0%
Value ($000) $65 Shares 246 Est. Cost $226.12 Unrealized
VGIT VANGUARD INT TERM ETF 0.0%
Value ($000) $65 Shares 1,070 Est. Cost $58.47 Unrealized
LQD ISHARES IBOXX $ INV GRADE CORP BOND ETF 0.0%
Value ($000) $64 Shares 569 Est. Cost $107.84 Unrealized
MAS MASCO CORPORATION 0.0%
Value ($000) $63 Shares 750 Est. Cost $59.94 Unrealized +23.5%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $61 Shares 350 Est. Cost $243.71 Unrealized -26.6%
IJJ ISHS TR S&P MDCP 400 VALUE ETF 0.0%
Value ($000) $61 Shares 490 Est. Cost $111.92 Unrealized
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $59 Shares 1,258 Est. Cost $36.92 Unrealized +24.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $58 Shares 252 Est. Cost $178.61 Unrealized +23.2%
GEV GE VERNOVA INC. 0.0%
Value ($000) $57 Shares 223 Est. Cost $158.10 Unrealized +21.2%
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value ($000) $57 Shares 419 Est. Cost $110.42 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $53 Shares 918 Est. Cost $54.79 Unrealized
VO ETF VANGUARD MID-CAP 0.0%
Value ($000) $52 Shares 196 Est. Cost $227.92 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $51 Shares 420 Est. Cost $79.93 Unrealized +38.3%
SPIB SPDR INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $50 Shares 1,492 Est. Cost $32.18 Unrealized
MAR MARRIOTT INTERNATIONAL INC NEW CLASS A 0.0%
Value ($000) $50 Shares 200 Est. Cost $196.85 Unrealized +16.7%
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $46 Shares 800 Est. Cost $61.87 Unrealized -10.5%
HPQ HP INC 0.0%
Value ($000) $45 Shares 1,263 Est. Cost $27.12 Unrealized +22.6%
SHW SHERWIN-WILLIAMS COMPANY 0.0%
Value ($000) $45 Shares 118 Est. Cost $267.84 Unrealized +28.8%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $45 Shares 430 Est. Cost $73.90 Unrealized +40.7%
RTH VANECK VEC RETAIL ETF 0.0%
Value ($000) $44 Shares 200 Est. Cost $179.88 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $43 Shares 528 Est. Cost $80.13 Unrealized -6.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $43 Shares 411 Est. Cost $80.62 Unrealized +15.4%
CRM SALESFORCE INC 0.0%
Value ($000) $42 Shares 155 Est. Cost $215.92 Unrealized +17.6%
PIO INVESCO EXCHNG TRADED FD TR GLOBAL WATER 0.0%
Value ($000) $42 Shares 979 Est. Cost $36.84 Unrealized
WELLS FARGO PFD L 0.0%
Value ($000) $41 Shares 32 Est. Cost $1178.94 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $39 Shares 150 Est. Cost $219.64 Unrealized +8.0%
VB VANGUARD INDEX FUNDS SMALL CAP 0.0%
Value ($000) $37 Shares 158 Est. Cost $208.75 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $37 Shares 285 Est. Cost $106.16 Unrealized +12.1%
XYL XYLEM INC 0.0%
Value ($000) $37 Shares 276 Est. Cost $102.49 Unrealized +28.4%
DRI DARDEN RESTAURANTS, INC COM 0.0%
Value ($000) $35 Shares 216 Est. Cost $143.74 Unrealized +1.2%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $34 Shares 290 Est. Cost $100.52 Unrealized +1.5%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $33 Shares 425 Est. Cost $66.16 Unrealized +0.9%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $33 Shares 120 Est. Cost $257.66 Unrealized +7.3%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $32 Shares 309 Est. Cost $72.40 Unrealized +36.6%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $32 Shares 310 Est. Cost $79.20 Unrealized +17.5%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $30 Shares 705 Est. Cost $28.31 Unrealized +39.8%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $28 Shares 145 Est. Cost $297.86 Unrealized -29.8%
CRWD CROWDSTIKE HOLDINGS INC. 0.0%
Value ($000) $28 Shares 100 Est. Cost $284.07 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $28 Shares 359 Est. Cost $78.04 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $28 Shares 200 Est. Cost $141.01 Unrealized -5.9%
FCX FREEPORT-MCMORAN COPPER 0.0%
Value ($000) $27 Shares 550 Est. Cost $41.15 Unrealized +7.5%
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 212 Est. Cost $95.45 Unrealized +23.1%
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $27 Shares 450 Est. Cost $56.11 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $26 Shares 1,129 Est. Cost $30.72 Unrealized -19.0%
USB U S BANCORP DEL 0.0%
Value ($000) $26 Shares 575 Est. Cost $32.45 Unrealized +26.7%
HPE HEWLETT PACKARD ENT CO 0.0%
Value ($000) $26 Shares 1,263 Est. Cost $14.20 Unrealized +29.4%
IGIB ISHS BARCLAYS INTERMEDIATE TERM CREDIT BOND FD 0.0%
Value ($000) $24 Shares 450 Est. Cost $50.59 Unrealized
CI CIGNA CORPORATION 0.0%
Value ($000) $24 Shares 69 Est. Cost $247.94 Unrealized +35.1%
AON AON PLC NPV 0.0%
Value ($000) $24 Shares 69 Est. Cost $319.11 Unrealized +1.7%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $23 Shares 247 Est. Cost $79.45 Unrealized +5.4%
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $22 Shares 200 Est. Cost $96.42 Unrealized +6.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $191.03 Unrealized +6.9%
AVANGRID INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $37.07 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $18 Shares 65 Est. Cost $368.96 Unrealized -28.1%
AEE AMEREN CORP 0.0%
Value ($000) $17 Shares 200 Est. Cost $78.68 Unrealized -2.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $17 Shares 205 Est. Cost $72.58 Unrealized +0.7%
WDAY WORKDAY, INC. 0.0%
Value ($000) $17 Shares 70 Est. Cost $200.31 Unrealized +17.9%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $17 Shares 195 Est. Cost $74.77 Unrealized +2.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $17 Shares 185 Est. Cost $79.64 Unrealized +1.5%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $16 Shares 125 Est. Cost $47.16 Unrealized +20.0%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $16 Shares 100 Est. Cost $104.00 Unrealized +46.1%
VXUS VANGUARD TOTAL INTL STK ETF 0.0%
Value ($000) $16 Shares 245 Est. Cost $60.29 Unrealized
VBR VANGUARD SMALL CAP 0.0%
Value ($000) $15 Shares 75 Est. Cost $174.39 Unrealized
FAST FASTENAL 0.0%
Value ($000) $14 Shares 200 Est. Cost $25.68 Unrealized +28.2%
DTE DTE ENERGY CO 0.0%
Value ($000) $13 Shares 100 Est. Cost $101.46 Unrealized +13.2%
UBS UBS GROUP AG 0.0%
Value ($000) $13 Shares 410 Est. Cost $20.11 Unrealized +49.5%
VFC V F CORP 0.0%
Value ($000) $13 Shares 635 Est. Cost $20.50 Unrealized -18.3%
CTVA CORTEVA, INC. 0.0%
Value ($000) $13 Shares 213 Est. Cost $54.75 Unrealized -1.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $12 Shares 150 Est. Cost $59.01 Unrealized +16.8%
AMX AMERICA MOVIL S.A.B. DE C.V. 0.0%
Value ($000) $11 Shares 700 Est. Cost $18.65 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $132.67 Unrealized -18.9%
SOLV SOLVENTUM CORP. 0.0%
Value ($000) $9 Shares 128 Est. Cost $60.70 Unrealized -0.9%
WHR WHIRLPOOL CORPORATION COM 0.0%
Value ($000) $9 Shares 80 Est. Cost $137.34 Unrealized -26.8%
INGR INGREDION INC 0.0%
Value ($000) $8 Shares 60 Est. Cost $112.60 Unrealized +13.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $7 Shares 20 Est. Cost $265.09 Unrealized +15.6%
EFV ISHS MSCI EAFE VALUE ETF 0.0%
Value ($000) $7 Shares 124 Est. Cost $57.52 Unrealized
STT STATE STREET CORP COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $65.58 Unrealized +20.1%
ULTA ULTA BEAUTY, INC 0.0%
Value ($000) $7 Shares 17 Est. Cost $489.83 Unrealized -23.4%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $5 Shares 21 Est. Cost $214.15 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $5 Shares 46 Est. Cost $75.79 Unrealized +38.5%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $4 Shares 1 Est. Cost $3794.03 Unrealized 0.0%
ALC ALCON INC CHF 0.0%
Value ($000) $4 Shares 40 Est. Cost $75.77 Unrealized +23.7%
TRFK PACER DATA AND DIGITAL REVOLUTION 0.0%
Value ($000) $4 Shares 83 Est. Cost $45.37 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 42 Est. Cost $85.62 Unrealized
IXP ISHARES GLOBAL COMMUNICATION SERVICES ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $88.78 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $426.54 Unrealized 0.0%
BKR BAKER HUGHES INC. CL A COMMON 0.0%
Value ($000) $3 Shares 78 Est. Cost $29.55 Unrealized +15.5%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $2 Shares 47 Est. Cost $44.51 Unrealized -4.1%
TDTT FLEXSHARES 3 YEAR DURATION TIPS ETF 0.0%
Value ($000) $2 Shares 81 Est. Cost $23.50 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $179.40 Unrealized 0.0%
AVB AVALONBAY COMMUNITIES 0.0%
Value ($000) $2 Shares 8 Est. Cost $205.33 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.02 Unrealized 0.0%