UNION SAVINGS BANK Diversified Active

CIK: 0001985855 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 16, 2025

Total Value ($000): $203,375 (100.0% shares, 0.0% debt)

Holdings (290)

SPHQ INVESCO S&P 500 QUALITY ETF 12.8%
Value ($000) $26,012 Shares 388,123 Est. Cost $58.79 Unrealized
BRK/A BERKSHIRE HATHAWAY INC COM 10.7%
Value ($000) $21,789 Shares 32 Est. Cost $497809.40 Unrealized +39.1%
SPY SPDR S&P 500 ETF TRUST 5.6%
Value ($000) $11,363 Shares 19,389 Est. Cost $464.49 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 5.2%
Value ($000) $10,509 Shares 168,665 Est. Cost $102.83 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $6,943 Shares 16,471 Est. Cost $307.57 Unrealized +37.3%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.7%
Value ($000) $5,586 Shares 43,781 Est. Cost $110.33 Unrealized
AAPL APPLE INCORPORATED 2.7%
Value ($000) $5,583 Shares 22,293 Est. Cost $172.20 Unrealized +36.2%
IWM ISHARES RUSSELL 2000 INDEX 2.3%
Value ($000) $4,707 Shares 21,301 Est. Cost $198.71 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.9%
Value ($000) $3,879 Shares 6,811 Est. Cost $498.33 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.6%
Value ($000) $3,263 Shares 28,319 Est. Cost $105.16 Unrealized
JPM J P MORGAN CHASE & CO 1.5%
Value ($000) $3,048 Shares 12,715 Est. Cost $130.25 Unrealized +75.1%
GVI ETF ISHS INTER GOVT CR BD 1.4%
Value ($000) $2,947 Shares 28,277 Est. Cost $104.71 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $2,945 Shares 15,555 Est. Cost $116.73 Unrealized +49.2%
COST COSTCO WHOLESALE CORPORATION 1.1%
Value ($000) $2,267 Shares 2,474 Est. Cost $489.49 Unrealized +88.5%
AMZN AMAZON.COM INC 1.1%
Value ($000) $2,233 Shares 10,177 Est. Cost $133.62 Unrealized +53.1%
PG PROCTER & GAMBLE CO COM 1.0%
Value ($000) $2,101 Shares 12,533 Est. Cost $141.37 Unrealized +17.2%
NVDA NVIDIA CORP 1.0%
Value ($000) $2,091 Shares 15,574 Est. Cost $104.09 Unrealized +32.4%
SDY SPDR S&P DIVIDEND ETF 1.0%
Value ($000) $1,990 Shares 15,067 Est. Cost $126.84 Unrealized
MA MASTERCARD INC 0.9%
Value ($000) $1,799 Shares 3,416 Est. Cost $372.84 Unrealized +38.0%
ADP AUTOMATIC DATA PROCESSING COM 0.9%
Value ($000) $1,765 Shares 6,029 Est. Cost $204.24 Unrealized +41.0%
DVY ISHARES SELECT DIVIDEND ETF 0.9%
Value ($000) $1,749 Shares 13,322 Est. Cost $118.06 Unrealized
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $1,700 Shares 15,806 Est. Cost $99.61 Unrealized +12.8%
IDXX IDEXX LABORATORIES INC 0.8%
Value ($000) $1,654 Shares 4,000 Est. Cost $479.21 Unrealized -8.5%
VGT VANGUARD INFORMATION TECHNOLOGY VIPERS 0.8%
Value ($000) $1,604 Shares 2,580 Est. Cost $454.80 Unrealized
LLY ELI LILLY & CO COM 0.7%
Value ($000) $1,519 Shares 1,968 Est. Cost $467.79 Unrealized +75.5%
TJX TJX COS INC 0.7%
Value ($000) $1,480 Shares 12,248 Est. Cost $77.15 Unrealized +52.6%
ACN ACCENTURE PLC 0.7%
Value ($000) $1,421 Shares 4,040 Est. Cost $279.68 Unrealized +26.8%
FLOT ISHARES TRUST FLOATING RATE BOND ETF 0.7%
Value ($000) $1,411 Shares 27,730 Est. Cost $50.85 Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $1,404 Shares 6,056 Est. Cost $151.96 Unrealized +20.3%
HD THE HOME DEPOT, INC 0.7%
Value ($000) $1,396 Shares 3,588 Est. Cost $278.47 Unrealized +42.7%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,315 Shares 4,535 Est. Cost $272.95 Unrealized +6.3%
BX BLACKSTONE GROUP INC 0.6%
Value ($000) $1,307 Shares 7,581 Est. Cost $80.16 Unrealized +110.6%
META META PLATFORMS 0.6%
Value ($000) $1,268 Shares 2,165 Est. Cost $357.22 Unrealized +63.7%
PEP PEPSICO, INC COM 0.6%
Value ($000) $1,239 Shares 8,150 Est. Cost $170.08 Unrealized -8.0%
IVW ISHARES S&P GROWTH INDEX FUND 0.6%
Value ($000) $1,237 Shares 12,184 Est. Cost $72.65 Unrealized
ORCL ORACLE CORPORATION COM 0.6%
Value ($000) $1,189 Shares 7,135 Est. Cost $100.39 Unrealized +75.2%
SYK STRYKER CORP 0.6%
Value ($000) $1,138 Shares 3,162 Est. Cost $281.34 Unrealized +30.2%
VIG ETF VANGUARD DIVIDEND APPRECIATION 0.5%
Value ($000) $1,107 Shares 5,652 Est. Cost $166.25 Unrealized
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,094 Shares 4,543 Est. Cost $167.74 Unrealized +46.0%
NSC NORFOLK SOUTHN CORP COM 0.5%
Value ($000) $1,074 Shares 4,578 Est. Cost $200.25 Unrealized +24.1%
DHR DANAHER CORP 0.5%
Value ($000) $1,046 Shares 4,557 Est. Cost $209.25 Unrealized +16.6%
ABT ABBOTT LABS COM 0.5%
Value ($000) $1,009 Shares 8,917 Est. Cost $101.41 Unrealized +11.8%
IWF I SHS RUSSELL 1000 GROWTH INDEX G 0.5%
Value ($000) $993 Shares 2,472 Est. Cost $286.90 Unrealized
CVX CHEVRON CORPORATION COM 0.5%
Value ($000) $983 Shares 6,789 Est. Cost $143.37 Unrealized +1.5%
XLF FINANCIAL SELECT SECTOR SPDRETF 0.5%
Value ($000) $968 Shares 20,028 Est. Cost $35.32 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $961 Shares 1,977 Est. Cost $429.28 Unrealized +22.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX 0.5%
Value ($000) $942 Shares 3,250 Est. Cost $228.35 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $896 Shares 5,044 Est. Cost $133.87 Unrealized +32.5%
ENB ENBRIDGE INC NPV 0.4%
Value ($000) $888 Shares 20,923 Est. Cost $31.87 Unrealized +23.0%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $885 Shares 3,920 Est. Cost $175.58 Unrealized +16.0%
IGSB ISHARES SHORT-TERM CORP BOND 0.4%
Value ($000) $868 Shares 16,792 Est. Cost $50.99 Unrealized
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $817 Shares 2,754 Est. Cost $156.35 Unrealized +81.4%
ES EVERSOURCE ENERGY 0.4%
Value ($000) $811 Shares 14,114 Est. Cost $65.65 Unrealized -10.4%
AGG ISHARES CORE TOTAL U S BOND MARKET ETF 0.4%
Value ($000) $810 Shares 8,359 Est. Cost $97.68 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $774 Shares 5,353 Est. Cost $149.11 Unrealized +0.3%
RTX RAYTHEON TECHNOLOGIES CORP. 0.4%
Value ($000) $733 Shares 6,333 Est. Cost $91.41 Unrealized +29.4%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $715 Shares 1,375 Est. Cost $543.68 Unrealized +0.7%
AMT AMERICAN TOWER REIT 0.3%
Value ($000) $663 Shares 3,615 Est. Cost $178.08 Unrealized +11.4%
LOW LOWES COMPANIES INC COM STK 0.3%
Value ($000) $647 Shares 2,621 Est. Cost $197.56 Unrealized +32.4%
UNP UNION PAC CORP COM 0.3%
Value ($000) $639 Shares 2,803 Est. Cost $189.89 Unrealized +21.2%
ZTS ZOETIS INC 0.3%
Value ($000) $631 Shares 3,875 Est. Cost $168.22 Unrealized +4.8%
LIN LINDE PLC NPV 0.3%
Value ($000) $616 Shares 1,472 Est. Cost $398.25 Unrealized +12.7%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $601 Shares 1,657 Est. Cost $222.03 Unrealized +71.9%
MUB ISHARES S&P NATL MUNI BOND FUND 0.3%
Value ($000) $593 Shares 5,562 Est. Cost $106.53 Unrealized
NVO NOVO NORDISK AS ADR 0.3%
Value ($000) $573 Shares 6,659 Est. Cost $124.47 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $571 Shares 10,097 Est. Cost $58.65 Unrealized -10.3%
QQQ INVESCO QQ 0.3%
Value ($000) $566 Shares 1,108 Est. Cost $393.09 Unrealized
MRK MERCK & CO INC NEW 0.3%
Value ($000) $566 Shares 5,685 Est. Cost $104.13 Unrealized -5.2%
BRK/B BERKSHIRE HATHAWAY INC. DEL CL B 0.3%
Value ($000) $563 Shares 1,243 Est. Cost $333.49 Unrealized +38.5%
SO SOUTHERN CO COM 0.3%
Value ($000) $559 Shares 6,796 Est. Cost $65.26 Unrealized +29.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $547 Shares 9,162 Est. Cost $68.17 Unrealized -6.7%
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $513 Shares 4,229 Est. Cost $122.25 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $513 Shares 871 Est. Cost $460.16 Unrealized
BAC BANK OF AMERICA CORP NEW 0.3%
Value ($000) $511 Shares 11,636 Est. Cost $26.64 Unrealized +60.7%
MGC VANGUARD W MEGA CAP 300 INDEX ETF 0.2%
Value ($000) $495 Shares 2,327 Est. Cost $161.80 Unrealized
BLK BLACKROCK INC NEW NPV 0.2%
Value ($000) $492 Shares 480 Est. Cost $991.05 Unrealized 0.0%
CSCO CISCO SYSTEMS INC COM 0.2%
Value ($000) $487 Shares 8,219 Est. Cost $45.90 Unrealized +20.6%
KMB KIMBERLY CLARK CORP COM 0.2%
Value ($000) $476 Shares 3,629 Est. Cost $125.71 Unrealized +3.5%
AWK AMERICAN WTR WKS CO INC NEW COM 0.2%
Value ($000) $458 Shares 3,676 Est. Cost $138.10 Unrealized -4.9%
GOOG ALPHABET INC 0.2%
Value ($000) $453 Shares 2,380 Est. Cost $114.89 Unrealized +52.9%
IBM INTERNAT'L BUSINESS MACHINES COM 0.2%
Value ($000) $451 Shares 2,051 Est. Cost $133.43 Unrealized +62.1%
KO COCA COLA COMPANY COM 0.2%
Value ($000) $448 Shares 7,188 Est. Cost $58.52 Unrealized +7.8%
INTU INTUIT COM 0.2%
Value ($000) $443 Shares 705 Est. Cost $430.92 Unrealized +47.3%
IVE ISHARES S&P VALUE INDEX FUND 0.2%
Value ($000) $428 Shares 2,243 Est. Cost $166.75 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.2%
Value ($000) $419 Shares 7,301 Est. Cost $56.45 Unrealized
CASY CASEYS GEN STORES 0.2%
Value ($000) $419 Shares 1,057 Est. Cost $224.20 Unrealized +78.7%
TSCO TRACTOR SUPPLY CO. 0.2%
Value ($000) $414 Shares 7,805 Est. Cost $52.80 Unrealized +5.0%
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $413 Shares 928 Est. Cost $432.59 Unrealized +14.5%
IWB I SHS RUSSELL 1000 0.2%
Value ($000) $407 Shares 1,263 Est. Cost $252.17 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $401 Shares 2,964 Est. Cost $134.98 Unrealized +1.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $398 Shares 5,555 Est. Cost $70.00 Unrealized +7.2%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $362 Shares 2,922 Est. Cost $80.41 Unrealized +48.0%
BIDD BLACKROCK INTERNATIONAL DIVIDEND ETF 0.2%
Value ($000) $361 Shares 14,640 Est. Cost $24.66 Unrealized
T AT&T INC 0.2%
Value ($000) $357 Shares 15,688 Est. Cost $17.29 Unrealized +24.4%
CME CME GROUP INC 0.2%
Value ($000) $353 Shares 1,521 Est. Cost $192.69 Unrealized +14.0%
AMAT APPLIED MATERIALS COM 0.2%
Value ($000) $351 Shares 2,157 Est. Cost $127.04 Unrealized +41.0%
FISV FISERV INC 0.2%
Value ($000) $349 Shares 1,700 Est. Cost $117.72 Unrealized +73.4%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $346 Shares 1,430 Est. Cost $182.35 Unrealized
AMGN AMGEN INC. 0.2%
Value ($000) $343 Shares 1,315 Est. Cost $213.65 Unrealized +33.9%
MMM 3M COMPANY 0.2%
Value ($000) $335 Shares 2,592 Est. Cost $77.52 Unrealized +65.6%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $331 Shares 3,073 Est. Cost $88.92 Unrealized +22.4%
UNH UNITED HEALTH GROUP INC 0.2%
Value ($000) $327 Shares 647 Est. Cost $472.79 Unrealized +16.9%
PFE PFIZER INC COM 0.1%
Value ($000) $303 Shares 11,444 Est. Cost $32.98 Unrealized -23.9%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $303 Shares 1,303 Est. Cost $177.06 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX FUND 0.1%
Value ($000) $294 Shares 3,329 Est. Cost $77.63 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $278 Shares 5,826 Est. Cost $36.17 Unrealized +31.6%
V VISA INC 0.1%
Value ($000) $276 Shares 873 Est. Cost $232.88 Unrealized +28.1%
XLU SELECT SECTOR SPDR - UTILITIES 0.1%
Value ($000) $273 Shares 3,602 Est. Cost $67.06 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $266 Shares 2,060 Est. Cost $114.68 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $261 Shares 293 Est. Cost $39.28 Unrealized +109.5%
DIS WALT DISNEY COMPANY COM 0.1%
Value ($000) $253 Shares 2,271 Est. Cost $92.55 Unrealized +11.9%
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.1%
Value ($000) $246 Shares 1,501 Est. Cost $151.23 Unrealized
NOW SERVICENOW, INC 0.1%
Value ($000) $239 Shares 225 Est. Cost $99.98 Unrealized +102.6%
PLAB PHOTRONICS INC 0.1%
Value ($000) $236 Shares 10,000 Est. Cost $18.54 Unrealized +32.0%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $232 Shares 431 Est. Cost $434.69 Unrealized
ORLY O'REILLY AUTOMOTIVE INC. 0.1%
Value ($000) $229 Shares 193 Est. Cost $61.26 Unrealized +31.6%
CMI CUMMINS INC 0.1%
Value ($000) $225 Shares 646 Est. Cost $214.07 Unrealized +60.4%
DE DEERE & COMPANY 0.1%
Value ($000) $219 Shares 518 Est. Cost $378.93 Unrealized +9.3%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value ($000) $218 Shares 1,465 Est. Cost $107.90 Unrealized +44.8%
MCK MCKESSON CORP 0.1%
Value ($000) $218 Shares 383 Est. Cost $433.97 Unrealized +28.4%
EEM ISHARES MSCI EMERGING MKTS INDEX 0.1%
Value ($000) $207 Shares 4,942 Est. Cost $41.95 Unrealized
ESGV VANGUARD ESG US STK ETF 0.1%
Value ($000) $203 Shares 1,931 Est. Cost $96.62 Unrealized
TSLA TESLA MOTORS INC. COMMON 0.1%
Value ($000) $200 Shares 495 Est. Cost $199.96 Unrealized +60.9%
GE GE DBA GE AEROSPACE 0.1%
Value ($000) $200 Shares 1,197 Est. Cost $103.40 Unrealized +71.3%
DOW DOW INC COM 0.1%
Value ($000) $199 Shares 4,947 Est. Cost $46.27 Unrealized -7.2%
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $197 Shares 1,039 Est. Cost $159.52 Unrealized
AFL AFLAC INCORPORATED 0.1%
Value ($000) $196 Shares 1,899 Est. Cost $66.97 Unrealized +58.9%
MET METLIFE INC 0.1%
Value ($000) $194 Shares 2,367 Est. Cost $51.91 Unrealized +55.4%
IWV ISHS RUSSELL 3000 INDEX 0.1%
Value ($000) $193 Shares 578 Est. Cost $263.55 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $190 Shares 3,637 Est. Cost $36.55 Unrealized +33.5%
NVS NOVARTIS A G ADR 0.1%
Value ($000) $185 Shares 1,906 Est. Cost $104.90 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $178 Shares 280 Est. Cost $328.44 Unrealized +99.5%
PAYX PAYCHEX INC COM STK 0.1%
Value ($000) $168 Shares 1,201 Est. Cost $107.84 Unrealized +27.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $165 Shares 1,668 Est. Cost $96.17 Unrealized +6.4%
IBB NASDAQ BIOTECHNOLOGY I SHARES 0.1%
Value ($000) $159 Shares 1,200 Est. Cost $129.31 Unrealized
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $154 Shares 1,690 Est. Cost $95.27 Unrealized -1.4%
VEA VANGUARD DEVELOPED MARKETS ETF 0.1%
Value ($000) $151 Shares 3,154 Est. Cost $47.63 Unrealized
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $149 Shares 2,335 Est. Cost $77.49 Unrealized -17.3%
TXN TEXAS INSTRUMENTS, INC 0.1%
Value ($000) $147 Shares 786 Est. Cost $162.30 Unrealized +19.0%
CHD CHURCH & DWIGHT CO.INC 0.1%
Value ($000) $147 Shares 1,400 Est. Cost $91.30 Unrealized +13.9%
ESGE ISHARES ESG AWARE MSCI EMERGING MKTS FUND 0.1%
Value ($000) $141 Shares 4,232 Est. Cost $33.48 Unrealized
BR BROADRIDGE FINL SOLUTIONS 0.1%
Value ($000) $140 Shares 620 Est. Cost $144.85 Unrealized +51.8%
EOG EOG RES INC 0.1%
Value ($000) $138 Shares 1,127 Est. Cost $106.52 Unrealized +15.8%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $137 Shares 3,661 Est. Cost $36.65 Unrealized +9.1%
HYG ISHARES HI YIELD CORPORATE BOND 0.1%
Value ($000) $137 Shares 1,736 Est. Cost $78.65 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $136 Shares 1,168 Est. Cost $140.25 Unrealized +0.4%
BND ETF VANGUARD BOND INDEX 0.1%
Value ($000) $136 Shares 1,886 Est. Cost $71.92 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $134 Shares 645 Est. Cost $169.19 Unrealized +31.5%
APD AIR PRODUCTS AND CHEMICALS INC. 0.1%
Value ($000) $134 Shares 462 Est. Cost $265.26 Unrealized +14.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $134 Shares 1,113 Est. Cost $84.48 Unrealized +42.7%
CLX CLOROX CO CALIF COM STK 0.1%
Value ($000) $134 Shares 824 Est. Cost $147.59 Unrealized +6.6%
IWD ISHARES RUSSELL 1000 VALUE INDEX 0.1%
Value ($000) $131 Shares 708 Est. Cost $167.04 Unrealized
CB CHUBB LTD CHF 0.1%
Value ($000) $130 Shares 471 Est. Cost $193.09 Unrealized +45.7%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $130 Shares 316 Est. Cost $292.45 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.1%
Value ($000) $125 Shares 984 Est. Cost $99.53 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $123 Shares 2,736 Est. Cost $64.31 Unrealized -16.6%
CSX CSX CORP COM 0.1%
Value ($000) $123 Shares 3,800 Est. Cost $30.43 Unrealized +10.7%
ETN EATON CORP PLC 0.1%
Value ($000) $122 Shares 368 Est. Cost $170.34 Unrealized +103.8%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $121 Shares 2,115 Est. Cost $74.06 Unrealized -10.4%
FDX FEDEX CORPORATION 0.1%
Value ($000) $119 Shares 422 Est. Cost $216.04 Unrealized +25.8%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $118 Shares 2,963 Est. Cost $31.40 Unrealized +25.5%
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $118 Shares 3,739 Est. Cost $31.21 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETR TR 0.1%
Value ($000) $115 Shares 270 Est. Cost $355.57 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $114 Shares 434 Est. Cost $213.13 Unrealized +32.3%
MRSH MARSH & MCLENNAN COMPANIES, INC 0.1%
Value ($000) $109 Shares 512 Est. Cost $185.29 Unrealized +17.5%
EFA ISHARES MSCI EAFE INDEX 0.1%
Value ($000) $106 Shares 1,407 Est. Cost $74.45 Unrealized
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $105 Shares 1,945 Est. Cost $47.90 Unrealized +12.8%
NRT NORTH EUROPEAN OIL ROYALTY TRUST 0.1%
Value ($000) $104 Shares 25,863 Est. Cost $12.21 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $104 Shares 1,230 Est. Cost $69.32 Unrealized +23.0%
QUAL ISHARES EDGE MSCI US QULTY FACT ETF 0.1%
Value ($000) $104 Shares 583 Est. Cost $139.97 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $104 Shares 1,475 Est. Cost $41.66 Unrealized +56.9%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $104 Shares 505 Est. Cost $289.15 Unrealized -30.1%
VNQ VANGUARD REIT 0.0%
Value ($000) $98 Shares 1,100 Est. Cost $85.26 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $97 Shares 1,279 Est. Cost $109.96 Unrealized -30.4%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $96 Shares 620 Est. Cost $112.62 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $95 Shares 75 Est. Cost $676.05 Unrealized +81.9%
XLY SPDR CONSUMER DISCRETIONARY 0.0%
Value ($000) $94 Shares 419 Est. Cost $173.74 Unrealized
VOOG VANGUARD S&P 500 GROWTH 0.0%
Value ($000) $94 Shares 256 Est. Cost $290.93 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $92 Shares 727 Est. Cost $152.83 Unrealized -20.0%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $91 Shares 1,293 Est. Cost $37.64 Unrealized +77.1%
LRCX LAM RESH CORP USD 0.0%
Value ($000) $90 Shares 1,250 Est. Cost $74.98 Unrealized 0.0%
DD DUPONT DE NEMOURS, INC. 0.0%
Value ($000) $89 Shares 1,173 Est. Cost $27.40 Unrealized +23.5%
BDX BECTON DICKINSON & CO. 0.0%
Value ($000) $89 Shares 394 Est. Cost $241.97 Unrealized -6.9%
SU SUNCOR ENERGY, INC. 0.0%
Value ($000) $88 Shares 2,475 Est. Cost $27.12 Unrealized +37.7%
WMT WAL-MART STORES, INC 0.0%
Value ($000) $88 Shares 973 Est. Cost $57.15 Unrealized +50.1%
EQIX EQUINIX INC COM PAR $0.001 0.0%
Value ($000) $88 Shares 93 Est. Cost $692.48 Unrealized +29.6%
CWB SPDR BARCLAYS CAP CONV SEC 0.0%
Value ($000) $87 Shares 1,114 Est. Cost $71.90 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $86 Shares 3,070 Est. Cost $27.83 Unrealized +8.1%
VGSH VANGUART SHORT-TERM TREASUREINDEX FUND 0.0%
Value ($000) $86 Shares 1,479 Est. Cost $57.86 Unrealized
GSK GLAXO SMITHKLINE PLC ADR NEW 0.0%
Value ($000) $85 Shares 2,515 Est. Cost $35.76 Unrealized
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $85.72 Unrealized
SHY ISHS BARCLAYS 1-3 YR TREAS BD FD 0.0%
Value ($000) $84 Shares 1,019 Est. Cost $81.12 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.0%
Value ($000) $83 Shares 600 Est. Cost $134.15 Unrealized
IDA IDACORP INC. 0.0%
Value ($000) $82 Shares 750 Est. Cost $107.49 Unrealized +2.2%
MS MORGAN STANLEY 0.0%
Value ($000) $82 Shares 649 Est. Cost $86.17 Unrealized +38.7%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $81 Shares 907 Est. Cost $87.29 Unrealized +8.6%
VV VANGUARD LARGE CAP 0.0%
Value ($000) $79 Shares 293 Est. Cost $233.11 Unrealized
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $78 Shares 1,249 Est. Cost $61.63 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $77 Shares 1,124 Est. Cost $45.69 Unrealized +62.8%
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $72 Shares 251 Est. Cost $254.02 Unrealized
MAS MASCO CORPORATION 0.0%
Value ($000) $70 Shares 969 Est. Cost $64.11 Unrealized +22.3%
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $69 Shares 1,258 Est. Cost $36.92 Unrealized +48.8%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $66 Shares 740 Est. Cost $75.36 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $66 Shares 350 Est. Cost $243.71 Unrealized -26.6%
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $62 Shares 109 Est. Cost $336.70 Unrealized +61.8%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $62 Shares 1,429 Est. Cost $35.41 Unrealized +19.5%
GEV GE VERNOVA INC. 0.0%
Value ($000) $61 Shares 185 Est. Cost $158.10 Unrealized +97.3%
LQD ISHARES IBOXX $ INV GRADE CORP BOND ETF 0.0%
Value ($000) $61 Shares 569 Est. Cost $107.84 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $58 Shares 676 Est. Cost $85.30 Unrealized +11.2%
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value ($000) $55 Shares 419 Est. Cost $110.42 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $54 Shares 230 Est. Cost $167.31 Unrealized +46.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $54 Shares 252 Est. Cost $178.61 Unrealized +21.4%
CRM SALESFORCE INC 0.0%
Value ($000) $52 Shares 155 Est. Cost $215.92 Unrealized +46.7%
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) $50 Shares 420 Est. Cost $79.93 Unrealized +46.0%
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $48 Shares 800 Est. Cost $61.87 Unrealized -2.6%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $48 Shares 918 Est. Cost $54.79 Unrealized
RTH VANECK VEC RETAIL ETF 0.0%
Value ($000) $45 Shares 200 Est. Cost $179.88 Unrealized
HPQ HP INC 0.0%
Value ($000) $41 Shares 1,263 Est. Cost $27.12 Unrealized +26.1%
ADSK AUTODESK INC COM 0.0%
Value ($000) $41 Shares 138 Est. Cost $295.42 Unrealized 0.0%
DRI DARDEN RESTAURANTS, INC COM 0.0%
Value ($000) $40 Shares 216 Est. Cost $143.74 Unrealized +13.1%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $40 Shares 528 Est. Cost $80.13 Unrealized -5.0%
SHW SHERWIN-WILLIAMS COMPANY 0.0%
Value ($000) $40 Shares 118 Est. Cost $267.84 Unrealized +38.0%
PIO INVESCO EXCHNG TRADED FD TR GLOBAL WATER 0.0%
Value ($000) $38 Shares 979 Est. Cost $36.84 Unrealized
WELLS FARGO PFD L 0.0%
Value ($000) $38 Shares 32 Est. Cost $1178.94 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $38 Shares 411 Est. Cost $80.62 Unrealized +22.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $38 Shares 150 Est. Cost $219.64 Unrealized +17.2%
VB VANGUARD INDEX FUNDS SMALL CAP 0.0%
Value ($000) $38 Shares 158 Est. Cost $208.75 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $36 Shares 425 Est. Cost $66.16 Unrealized +26.8%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $36 Shares 430 Est. Cost $73.90 Unrealized +37.0%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $36 Shares 120 Est. Cost $257.66 Unrealized +12.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $35 Shares 501 Est. Cost $75.84 Unrealized
CRWD CROWDSTIKE HOLDINGS INC. 0.0%
Value ($000) $34 Shares 100 Est. Cost $284.07 Unrealized +17.1%
XYL XYLEM INC 0.0%
Value ($000) $32 Shares 276 Est. Cost $102.49 Unrealized +21.7%
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $28 Shares 212 Est. Cost $95.45 Unrealized +42.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $28 Shares 309 Est. Cost $72.40 Unrealized +28.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $27 Shares 887 Est. Cost $33.26 Unrealized -7.8%
HPE HEWLETT PACKARD ENT CO 0.0%
Value ($000) $27 Shares 1,263 Est. Cost $14.20 Unrealized +43.9%
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $26 Shares 450 Est. Cost $56.11 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $25 Shares 473 Est. Cost $53.04 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $25 Shares 65 Est. Cost $368.96 Unrealized -11.5%
AON AON PLC NPV 0.0%
Value ($000) $25 Shares 69 Est. Cost $319.11 Unrealized +14.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $23 Shares 200 Est. Cost $141.01 Unrealized -14.8%
IGIB ISHS BARCLAYS INTERMEDIATE TERM CREDIT BOND FD 0.0%
Value ($000) $23 Shares 450 Est. Cost $50.59 Unrealized
CTVA CORTEVA, INC. 0.0%
Value ($000) $23 Shares 403 Est. Cost $56.48 Unrealized +3.4%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $23 Shares 250 Est. Cost $100.52 Unrealized -2.4%
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $23 Shares 200 Est. Cost $96.42 Unrealized +13.1%
IJJ ISHS TR S&P MDCP 400 VALUE ETF 0.0%
Value ($000) $22 Shares 176 Est. Cost $111.92 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $21 Shares 160 Est. Cost $106.16 Unrealized +28.3%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $21 Shares 230 Est. Cost $79.20 Unrealized +17.6%
FCX FREEPORT-MCMORAN COPPER 0.0%
Value ($000) $21 Shares 550 Est. Cost $41.15 Unrealized +7.0%
MAR MARRIOTT INTERNATIONAL INC NEW CLASS A 0.0%
Value ($000) $21 Shares 75 Est. Cost $196.85 Unrealized +38.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $191.03 Unrealized +10.5%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $19 Shares 247 Est. Cost $79.45 Unrealized +6.8%
USB U S BANCORP DEL 0.0%
Value ($000) $19 Shares 400 Est. Cost $32.45 Unrealized +43.7%
CI CIGNA CORPORATION 0.0%
Value ($000) $19 Shares 69 Est. Cost $247.94 Unrealized +25.6%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $19 Shares 250 Est. Cost $58.56 Unrealized +19.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $19 Shares 205 Est. Cost $72.58 Unrealized +19.9%
WDAY WORKDAY, INC. 0.0%
Value ($000) $18 Shares 70 Est. Cost $200.31 Unrealized +27.5%
AEE AMEREN CORP 0.0%
Value ($000) $18 Shares 200 Est. Cost $78.68 Unrealized +10.0%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $15 Shares 195 Est. Cost $74.77 Unrealized +7.9%
VBR VANGUARD SMALL CAP 0.0%
Value ($000) $15 Shares 75 Est. Cost $174.39 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $15 Shares 185 Est. Cost $79.64 Unrealized +5.3%
GWW W W GRAINGER INC 0.0%
Value ($000) $15 Shares 14 Est. Cost $1116.02 Unrealized 0.0%
FAST FASTENAL 0.0%
Value ($000) $14 Shares 200 Est. Cost $25.68 Unrealized +48.5%
UBS UBS GROUP AG 0.0%
Value ($000) $12 Shares 410 Est. Cost $20.11 Unrealized +57.6%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $12 Shares 100 Est. Cost $104.00 Unrealized +38.4%
DTE DTE ENERGY CO 0.0%
Value ($000) $12 Shares 100 Est. Cost $101.46 Unrealized +16.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $11 Shares 145 Est. Cost $59.01 Unrealized +34.3%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $132.67 Unrealized -20.1%
AMX AMERICA MOVIL S.A.B. DE C.V. 0.0%
Value ($000) $10 Shares 700 Est. Cost $18.65 Unrealized
WHR WHIRLPOOL CORPORATION COM 0.0%
Value ($000) $9 Shares 80 Est. Cost $137.34 Unrealized -19.7%
SOLV SOLVENTUM CORP. 0.0%
Value ($000) $8 Shares 128 Est. Cost $60.70 Unrealized +15.3%
ULTA ULTA BEAUTY, INC 0.0%
Value ($000) $7 Shares 17 Est. Cost $489.83 Unrealized -20.9%
STT STATE STREET CORP COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $65.58 Unrealized +39.1%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $5 Shares 21 Est. Cost $214.15 Unrealized +8.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $5 Shares 1 Est. Cost $3794.03 Unrealized +25.6%
VLTO VERALTO CORP 0.0%
Value ($000) $4 Shares 43 Est. Cost $75.79 Unrealized +39.8%
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
VFC V F CORP 0.0%
Value ($000) $4 Shares 175 Est. Cost $20.50 Unrealized -0.7%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $426.54 Unrealized +23.4%
ALC ALCON INC CHF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.77 Unrealized +18.6%
BKR BAKER HUGHES INC. CL A COMMON 0.0%
Value ($000) $3 Shares 78 Est. Cost $29.55 Unrealized +33.4%
INTC INTEL CORP COM 0.0%
Value ($000) $3 Shares 139 Est. Cost $30.72 Unrealized -26.6%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $3 Shares 125 Est. Cost $25.85 Unrealized 0.0%
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 +7.6%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $2 Shares 47 Est. Cost $44.51 Unrealized -9.0%