BKM Wealth Management, LLC Diversified Active

CIK: 0002007263 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 18, 2024

Total Value ($000): $232,540 (100.0% shares, 0.0% debt)

Holdings (196)

IVE ISHARES TR 5.1%
Value ($000) $11,934 Shares 63,882 Est. Cost $174.26 Unrealized
MSFT MICROSOFT CORP 4.4%
Value ($000) $10,248 Shares 24,358 Est. Cost $350.36 Unrealized +14.0%
VEA VANGUARD 4.0%
Value ($000) $9,237 Shares 184,114 Est. Cost $28.26 Unrealized
IVW ISHARES TR 3.8%
Value ($000) $8,847 Shares 104,775 Est. Cost $75.31 Unrealized
DEUS DBX ETF TR 3.5%
Value ($000) $8,241 Shares 157,975 Est. Cost $47.62 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $7,718 Shares 45,006 Est. Cost $182.74 Unrealized -1.4%
IJJ ISHARES TR 2.1%
Value ($000) $4,841 Shares 40,926 Est. Cost $114.20 Unrealized
VO VANGUARD 2.0%
Value ($000) $4,666 Shares 18,673 Est. Cost $232.85 Unrealized
QQQ INVESCO QQQ TR 1.8%
Value ($000) $4,147 Shares 9,341 Est. Cost $419.76 Unrealized
IJK ISHARES TR 1.7%
Value ($000) $3,986 Shares 43,652 Est. Cost $79.22 Unrealized
ISHARES U S ETF TR 1.7%
Value ($000) $3,877 Shares 182,458 Est. Cost $21.22 Unrealized
IJS ISHARES TR 1.7%
Value ($000) $3,874 Shares 37,696 Est. Cost $103.06 Unrealized
DGS WISDOMTREE TR 1.7%
Value ($000) $3,853 Shares 75,758 Est. Cost $1.47 Unrealized
VWO VANGUARD 1.6%
Value ($000) $3,621 Shares 86,695 Est. Cost $41.10 Unrealized
LOW LOWES COMPANIES INC 1.5%
Value ($000) $3,373 Shares 13,241 Est. Cost $194.73 Unrealized +14.0%
IJT ISHARES TR 1.3%
Value ($000) $2,988 Shares 22,858 Est. Cost $125.14 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $2,936 Shares 14,660 Est. Cost $145.48 Unrealized +19.3%
BLACKROCK INC 1.2%
Value ($000) $2,814 Shares 3,375 Est. Cost $812.03 Unrealized
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $2,798 Shares 17,248 Est. Cost $141.22 Unrealized +6.1%
PSX PHILLIPS 66 1.1%
Value ($000) $2,624 Shares 16,064 Est. Cost $111.89 Unrealized +20.6%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $2,551 Shares 5,157 Est. Cost $505.55 Unrealized -3.3%
VTV VANGUARD 1.0%
Value ($000) $2,394 Shares 14,697 Est. Cost $149.75 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $2,349 Shares 8,332 Est. Cost $259.66 Unrealized +7.1%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,289 Shares 14,473 Est. Cost $144.52 Unrealized +4.0%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $2,129 Shares 13,499 Est. Cost $138.06 Unrealized +0.7%
QYLD GLOBAL X FDS 0.9%
Value ($000) $2,110 Shares 117,788 Est. Cost $17.34 Unrealized
LIN LINDE PLC NEW 0.9%
Value ($000) $2,075 Shares 4,469 Est. Cost $386.92 Unrealized +9.2%
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $2,040 Shares 17,951 Est. Cost $96.07 Unrealized +15.3%
ADI ANALOG DEVICES INC 0.9%
Value ($000) $2,002 Shares 10,123 Est. Cost $172.71 Unrealized +7.9%
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,993 Shares 11,770 Est. Cost $157.81 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.9%
Value ($000) $1,981 Shares 7,381 Est. Cost $229.04 Unrealized +8.1%
ACN ACCENTURE PLC IRELAND SHARES CLASS A 0.8%
Value ($000) $1,972 Shares 5,690 Est. Cost $318.76 Unrealized +11.3%
ADP AUTOMATIC DATA PROCESSING 0.8%
Value ($000) $1,912 Shares 7,655 Est. Cost $223.48 Unrealized +4.8%
PEP PEPSICO INCORPORATED 0.8%
Value ($000) $1,861 Shares 10,635 Est. Cost $154.07 Unrealized +2.1%
AFL AFLAC INC 0.8%
Value ($000) $1,838 Shares 21,409 Est. Cost $77.20 Unrealized +2.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,806 Shares 31,214 Est. Cost $54.98 Unrealized
BAR GRANITESHARES GOLD TR 0.8%
Value ($000) $1,803 Shares 82,103 Est. Cost $20.45 Unrealized
VUG VANGUARD 0.8%
Value ($000) $1,780 Shares 5,171 Est. Cost $310.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE CORP 0.7%
Value ($000) $1,743 Shares 9,129 Est. Cost $141.85 Unrealized +21.7%
AMGN AMGEN INC 0.7%
Value ($000) $1,685 Shares 5,928 Est. Cost $258.12 Unrealized +7.0%
SMLF ISHARES TR 0.7%
Value ($000) $1,660 Shares 26,102 Est. Cost $58.82 Unrealized
NSC NORFOLK SOUTHERN CORP 0.7%
Value ($000) $1,610 Shares 6,318 Est. Cost $203.69 Unrealized +16.7%
GD GENL DYNAMICS CORP 0.7%
Value ($000) $1,592 Shares 5,636 Est. Cost $237.91 Unrealized +8.4%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $1,569 Shares 31,432 Est. Cost $47.85 Unrealized -1.3%
CB CHUBB LTD 0.6%
Value ($000) $1,511 Shares 5,830 Est. Cost $215.35 Unrealized +12.0%
VNQ VANGUARD 0.6%
Value ($000) $1,440 Shares 16,653 Est. Cost $88.17 Unrealized
PAYX PAYCHEX INC 0.6%
Value ($000) $1,436 Shares 11,696 Est. Cost $111.50 Unrealized +2.8%
WEC WEC ENERGY GROUP INC 0.6%
Value ($000) $1,409 Shares 17,162 Est. Cost $76.28 Unrealized -1.3%
COST COSTCO WHSL CORP NEW COM 0.6%
Value ($000) $1,409 Shares 1,923 Est. Cost $573.49 Unrealized +23.2%
WMT WALMART INC 0.6%
Value ($000) $1,385 Shares 23,015 Est. Cost $54.52 Unrealized +2.8%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,369 Shares 21,415 Est. Cost $53.94 Unrealized +2.7%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,356 Shares 5,217 Est. Cost $237.24 Unrealized
ISPY PROSHARES TR 0.6%
Value ($000) $1,346 Shares 31,441 Est. Cost $42.80 Unrealized
RTX RTX CORP 0.6%
Value ($000) $1,344 Shares 13,781 Est. Cost $79.47 Unrealized +9.3%
INTC INTEL CORP 0.6%
Value ($000) $1,320 Shares 29,876 Est. Cost $40.04 Unrealized +10.0%
EELV INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,315 Shares 55,064 Est. Cost $24.01 Unrealized
AGG ISHARES 0.6%
Value ($000) $1,309 Shares 13,369 Est. Cost $98.80 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.6%
Value ($000) $1,293 Shares 2,846 Est. Cost $442.39 Unrealized +3.3%
TGT TARGET CORP 0.5%
Value ($000) $1,272 Shares 7,178 Est. Cost $115.30 Unrealized +23.2%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,270 Shares 29,287 Est. Cost $40.20 Unrealized +1.1%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $1,249 Shares 5,863 Est. Cost $182.36 Unrealized +10.9%
GLD SPDR GOLD TR 0.5%
Value ($000) $1,222 Shares 5,939 Est. Cost $191.17 Unrealized
GWW GRAINGER W W INC 0.5%
Value ($000) $1,221 Shares 1,200 Est. Cost $769.23 Unrealized +19.3%
EMR EMERSON ELECTRIC CO 0.5%
Value ($000) $1,219 Shares 10,747 Est. Cost $89.53 Unrealized +11.0%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $1,210 Shares 4,891 Est. Cost $235.65 Unrealized -2.1%
APD AIR PRODUCTS & CHEMICALS INC 0.5%
Value ($000) $1,201 Shares 4,958 Est. Cost $255.18 Unrealized -8.9%
DBC INVESCO DB COMMDY INDX TRCK 0.5%
Value ($000) $1,137 Shares 49,495 Est. Cost $22.10 Unrealized
NKE NIKE INC CLASS B 0.5%
Value ($000) $1,081 Shares 11,504 Est. Cost $101.97 Unrealized -4.1%
MDT MEDTRONIC PLC 0.5%
Value ($000) $1,058 Shares 12,135 Est. Cost $71.99 Unrealized +12.0%
MPC MARATHON PETROLEUM CORP 0.4%
Value ($000) $1,024 Shares 5,081 Est. Cost $141.98 Unrealized +15.8%
VOE VANGUARD 0.4%
Value ($000) $984 Shares 6,313 Est. Cost $145.40 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $953 Shares 10,632 Est. Cost $89.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC SERIES B NEW 0.4%
Value ($000) $878 Shares 2,089 Est. Cost $377.75 Unrealized +4.1%
ASML ASML HOLDING NV NY REGISTRY SHS NEW 2012 0.4%
Value ($000) $866 Shares 892 Est. Cost $756.92 Unrealized
C CITIGROUP INC NEW 0.4%
Value ($000) $858 Shares 13,574 Est. Cost $41.83 Unrealized +25.6%
CMS CMS ENERGY CORP 0.4%
Value ($000) $828 Shares 13,727 Est. Cost $52.73 Unrealized +3.7%
ARCC ARES CAPITAL CORP 0.4%
Value ($000) $817 Shares 39,261 Est. Cost $16.01 Unrealized +6.0%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $811 Shares 1,549 Est. Cost $475.37 Unrealized
ES EVERSOURCE ENERGY 0.3%
Value ($000) $799 Shares 13,363 Est. Cost $52.13 Unrealized +0.8%
IJH ISHARES TR 0.3%
Value ($000) $759 Shares 12,494 Est. Cost $106.24 Unrealized
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $755 Shares 8,381 Est. Cost $73.28 Unrealized +11.0%
IJR ISHARES TR 0.3%
Value ($000) $746 Shares 6,748 Est. Cost $108.26 Unrealized
VOT VANGUARD 0.3%
Value ($000) $735 Shares 3,115 Est. Cost $220.06 Unrealized
VBR VANGUARD 0.3%
Value ($000) $714 Shares 3,721 Est. Cost $180.23 Unrealized
JPEM J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $701 Shares 13,116 Est. Cost $52.31 Unrealized
UNILEVER PLC SPONS ADR 0.3%
Value ($000) $688 Shares 13,705 Est. Cost $48.99 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $643 Shares 9,187 Est. Cost $65.42 Unrealized +5.3%
SDOG ALPS ETF TR 0.3%
Value ($000) $630 Shares 11,686 Est. Cost $51.26 Unrealized
PPG P P G INDUSTRIES INC 0.3%
Value ($000) $630 Shares 4,349 Est. Cost $130.13 Unrealized +4.5%
SMFG SUMITOMO MITSUI FINL GROUP INC SPON ADR 0.3%
Value ($000) $624 Shares 53,010 Est. Cost $10.27 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $622 Shares 17,180 Est. Cost $29.81 Unrealized +5.8%
VBK VANGUARD 0.3%
Value ($000) $615 Shares 2,359 Est. Cost $242.45 Unrealized
SONY SONY GROUP CORP NEW ADR 0.3%
Value ($000) $613 Shares 7,155 Est. Cost $93.21 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $599 Shares 1,726 Est. Cost $267.04 Unrealized +17.4%
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.3%
Value ($000) $592 Shares 4,354 Est. Cost $107.89 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $592 Shares 28,653 Est. Cost $21.14 Unrealized
SRVR PACER FDS TR 0.2%
Value ($000) $576 Shares 20,091 Est. Cost $29.81 Unrealized
SHEL SHELL PLC ADR SPONSORED REPSTG ORD SH 0.2%
Value ($000) $566 Shares 8,445 Est. Cost $66.24 Unrealized
CP CANADIAN PACIFIC KANSAS CITY LTD 0.2%
Value ($000) $563 Shares 6,385 Est. Cost $74.47 Unrealized +11.3%
COWZ PACER FDS TR 0.2%
Value ($000) $556 Shares 9,574 Est. Cost $51.99 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $544 Shares 4,119 Est. Cost $101.02 Unrealized +14.6%
ING ING GROEP N V SPON ADR 0.2%
Value ($000) $520 Shares 31,515 Est. Cost $15.41 Unrealized
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $516 Shares 4,334 Est. Cost $103.38 Unrealized +7.6%
NVS NOVARTIS AG SPON ADR 0.2%
Value ($000) $512 Shares 5,297 Est. Cost $97.18 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $512 Shares 2,495 Est. Cost $174.45 Unrealized +3.6%
SAP SAP SE-SPONSORED ADR 0.2%
Value ($000) $510 Shares 2,613 Est. Cost $162.92 Unrealized
HSBC HSBC HOLDINGS PLC-SPON ADR 0.2%
Value ($000) $509 Shares 12,936 Est. Cost $40.18 Unrealized
KO COCA-COLA COMPANY 0.2%
Value ($000) $502 Shares 8,206 Est. Cost $53.91 Unrealized +5.2%
CCEP COCA-COLA EUROPACIFIC PARTNERS PLC 0.2%
Value ($000) $500 Shares 7,152 Est. Cost $59.20 Unrealized +9.9%
NVDA NVIDIA CORP 0.2%
Value ($000) $498 Shares 551 Est. Cost $46.31 Unrealized +56.4%
GE GENERAL ELEC CO NEW 0.2%
Value ($000) $495 Shares 2,821 Est. Cost $92.10 Unrealized +26.4%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value ($000) $468 Shares 5,435 Est. Cost $72.83 Unrealized +4.3%
LBTYA LIBERTY GLOBAL LTD 0.2%
Value ($000) $463 Shares 27,352 Est. Cost $8.51 Unrealized +10.4%
SNN SMITH & NEPHEW PLC ADR 0.2%
Value ($000) $463 Shares 18,240 Est. Cost $26.99 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.2%
Value ($000) $456 Shares 5,740 Est. Cost $71.15 Unrealized +9.6%
SCHD SCHWAB 0.2%
Value ($000) $449 Shares 5,570 Est. Cost $76.30 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $424 Shares 7,308 Est. Cost $53.82 Unrealized
AZN ASTRAZENECA PLC SPON ADR 0.2%
Value ($000) $421 Shares 6,212 Est. Cost $67.52 Unrealized
SNY SANOFI ADR 0.2%
Value ($000) $404 Shares 8,314 Est. Cost $49.25 Unrealized
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.2%
Value ($000) $390 Shares 15,883 Est. Cost $28.05 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $384 Shares 7,619 Est. Cost $50.23 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $382 Shares 4,910 Est. Cost $77.46 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $370 Shares 2,053 Est. Cost $142.22 Unrealized +17.4%
MFDX PIMCO EQUITY SER 0.2%
Value ($000) $360 Shares 11,735 Est. Cost $29.17 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $346 Shares 1,930 Est. Cost $167.05 Unrealized
IFF INTL FLAVOR & FRAGRANCES 0.1%
Value ($000) $344 Shares 4,003 Est. Cost $71.59 Unrealized +7.8%
VEU VANGUARD 0.1%
Value ($000) $343 Shares 5,843 Est. Cost $8.12 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $330 Shares 2,841 Est. Cost $97.60 Unrealized +0.5%
ABBV ABBVIE INC 0.1%
Value ($000) $319 Shares 1,754 Est. Cost $139.41 Unrealized +16.2%
URI UNITED RENTALS INC 0.1%
Value ($000) $314 Shares 436 Est. Cost $615.28 Unrealized +2.6%
HD HOME DEPOT INC 0.1%
Value ($000) $310 Shares 807 Est. Cost $293.72 Unrealized +18.7%
VV VANGUARD 0.1%
Value ($000) $308 Shares 1,286 Est. Cost $218.21 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $307 Shares 1,604 Est. Cost $170.47 Unrealized +1.8%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $295 Shares 1,012 Est. Cost $270.11 Unrealized +3.2%
IAU ISHARES GOLD TR 0.1%
Value ($000) $276 Shares 6,574 Est. Cost $39.03 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $275 Shares 2,388 Est. Cost $104.92 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $272 Shares 1,107 Est. Cost $209.24 Unrealized +12.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $272 Shares 2,970 Est. Cost $84.22 Unrealized +0.9%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $267 Shares 4,924 Est. Cost $46.51 Unrealized -0.7%
PFE PFIZER INCORPORATED 0.1%
Value ($000) $262 Shares 9,440 Est. Cost $26.40 Unrealized -6.6%
CALF PACER FDS TR 0.1%
Value ($000) $261 Shares 5,313 Est. Cost $48.03 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $260 Shares 3,467 Est. Cost $75.35 Unrealized
GOOGL ALPHABET INC VOTING CAP STK CL A 0.1%
Value ($000) $256 Shares 1,693 Est. Cost $135.45 Unrealized +4.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $253 Shares 1,105 Est. Cost $213.37 Unrealized
META META PLATFORMS INC CLASS A 0.1%
Value ($000) $248 Shares 511 Est. Cost $323.40 Unrealized +37.0%
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $241 Shares 8,605 Est. Cost $27.43 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $238 Shares 523 Est. Cost $416.65 Unrealized -0.2%
BRC BRADY CORP CL A 0.1%
Value ($000) $237 Shares 4,000 Est. Cost $53.43 Unrealized +8.6%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $236 Shares 3,609 Est. Cost $52.65 Unrealized +7.5%
ETN EATON CORP PLC 0.1%
Value ($000) $232 Shares 743 Est. Cost $215.55 Unrealized +24.1%
MMM 3M CO 0.1%
Value ($000) $225 Shares 2,120 Est. Cost $75.54 Unrealized +5.0%
IWF ISHARES TR 0.1%
Value ($000) $224 Shares 666 Est. Cost $303.17 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.1%
Value ($000) $211 Shares 1,865 Est. Cost $104.89 Unrealized
FUTY FIDELITY 0.1%
Value ($000) $210 Shares 4,960 Est. Cost $40.86 Unrealized
MS MORGAN STANLEY & CO 0.1%
Value ($000) $208 Shares 2,204 Est. Cost $75.29 Unrealized +10.5%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $200 Shares 3,433 Est. Cost $51.55 Unrealized +6.6%
V VISA INC CLASS A 0.1%
Value ($000) $200 Shares 715 Est. Cost $242.67 Unrealized +12.2%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $199 Shares 5,243 Est. Cost $28.81 Unrealized +13.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $196 Shares 2,145 Est. Cost $89.56 Unrealized -1.1%
BMI BADGER METER INC 0.1%
Value ($000) $194 Shares 1,200 Est. Cost $143.50 Unrealized +5.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $193 Shares 2,633 Est. Cost $72.11 Unrealized -0.2%
KR KROGER COMPANY COMMON 0.1%
Value ($000) $192 Shares 3,354 Est. Cost $47.22 Unrealized +0.2%
DE DEERE & CO 0.1%
Value ($000) $189 Shares 460 Est. Cost $365.30 Unrealized +2.0%
GOOG ALPHABET INC NON VOTING CAP STK CL C 0.1%
Value ($000) $189 Shares 1,240 Est. Cost $134.68 Unrealized +6.4%
LLY ELI LILLY & CO 0.1%
Value ($000) $187 Shares 241 Est. Cost $575.10 Unrealized +22.2%
DUK DUKE ENERGY CORP COM NEW 0.1%
Value ($000) $177 Shares 1,831 Est. Cost $84.34 Unrealized +4.9%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $174 Shares 1,754 Est. Cost $80.24 Unrealized +11.6%
AOS A O SMITH 0.1%
Value ($000) $169 Shares 1,890 Est. Cost $71.01 Unrealized +12.3%
SYY SYSCO CORPORATION 0.1%
Value ($000) $160 Shares 1,965 Est. Cost $71.76 Unrealized +3.9%
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $156 Shares 3,715 Est. Cost $31.34 Unrealized +14.6%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $151 Shares 3,002 Est. Cost $46.38 Unrealized -0.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $148 Shares 3,384 Est. Cost $35.28 Unrealized +1.2%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $146 Shares 2,523 Est. Cost $42.91 Unrealized +16.8%
BP BP PLC SPONS ADR 0.1%
Value ($000) $137 Shares 3,640 Est. Cost $35.51 Unrealized
FISV FISERV INC 0.1%
Value ($000) $134 Shares 839 Est. Cost $136.48 Unrealized +6.7%
F FORD MOTOR COMPANY 0.1%
Value ($000) $125 Shares 9,423 Est. Cost $9.63 Unrealized +11.0%
BA BOEING CO 0.0%
Value ($000) $114 Shares 591 Est. Cost $213.58 Unrealized -3.8%
UPS UNITED PARCEL SERVICE-B 0.0%
Value ($000) $113 Shares 761 Est. Cost $134.64 Unrealized +1.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $110 Shares 850 Est. Cost $111.56 Unrealized +2.3%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $101 Shares 808 Est. Cost $106.71 Unrealized +5.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $101 Shares 475 Est. Cost $166.60 Unrealized +14.7%
T AT & T INC 0.0%
Value ($000) $101 Shares 5,752 Est. Cost $14.33 Unrealized +9.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $99 Shares 2,007 Est. Cost $41.22 Unrealized +3.4%
BMO BANK MONTREAL QUEBEC 0.0%
Value ($000) $87 Shares 892 Est. Cost $76.59 Unrealized +14.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $87 Shares 512 Est. Cost $125.00 Unrealized +18.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $77 Shares 210 Est. Cost $251.22 Unrealized +23.8%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $69 Shares 1,005 Est. Cost $65.55 Unrealized -3.5%
FIS FIDELITY NATIONAL INFORMATION SVCS 0.0%
Value ($000) $64 Shares 868 Est. Cost $55.76 Unrealized +12.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $64 Shares 1,192 Est. Cost $55.44 Unrealized -3.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $49 Shares 335 Est. Cost $140.50 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $39 Shares 196 Est. Cost $145.71 Unrealized +9.1%
CINF CINCINNATI FINCL CORP 0.0%
Value ($000) $37 Shares 300 Est. Cost $96.11 Unrealized +12.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $26 Shares 50 Est. Cost $421.81 Unrealized +22.4%
MGEE MGE ENERGY INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $69.06 Unrealized -2.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $20 Shares 280 Est. Cost $59.53 Unrealized +1.8%
USB US BANCORP NEW 0.0%
Value ($000) $18 Shares 413 Est. Cost $33.10 Unrealized +16.7%