Brand Asset Management Group as of March 31, 2019
Portfolio Holdings for Brand Asset Management Group
Brand Asset Management Group holds 314 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Inc core msci emkt (IEMG) | 9.9 | $15M | 283k | 51.71 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 9.6 | $14M | 245k | 57.44 | |
| Schwab Strategic Tr us reit etf (SCHH) | 5.8 | $8.6M | 194k | 44.43 | |
| Vanguard Mid-Cap ETF (VO) | 5.2 | $7.7M | 48k | 160.76 | |
| iShares Russell 1000 Growth Index (IWF) | 5.1 | $7.6M | 50k | 151.36 | |
| Ishares Tr cmn (STIP) | 4.7 | $6.9M | 70k | 99.68 | |
| iShares S&P MidCap 400 Index (IJH) | 4.4 | $6.5M | 34k | 189.39 | |
| iShares Russell 1000 Value Index (IWD) | 4.2 | $6.2M | 50k | 123.50 | |
| Schwab International Equity ETF (SCHF) | 4.1 | $6.0M | 193k | 31.31 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 3.5 | $5.1M | 33k | 155.49 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 3.2 | $4.7M | 180k | 26.01 | |
| iShares Morningstar Large Core Idx (ILCB) | 2.5 | $3.7M | 23k | 160.02 | |
| iShares S&P 500 Index (IVV) | 2.3 | $3.4M | 12k | 284.55 | |
| Sch Us Mid-cap Etf etf (SCHM) | 2.0 | $3.0M | 54k | 55.38 | |
| Schwab U S Small Cap ETF (SCHA) | 1.9 | $2.8M | 40k | 69.93 | |
| iShares Morningstar Mid Core Index (IMCB) | 1.8 | $2.6M | 14k | 188.04 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.4 | $2.1M | 31k | 67.62 | |
| iShares Morningstar Small Core Idx (ISCB) | 1.4 | $2.1M | 12k | 169.33 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 1.4 | $2.0M | 63k | 32.25 | |
| iShares Morningstar Large Growth (ILCG) | 1.2 | $1.8M | 9.9k | 182.82 | |
| iShares Russell 1000 Index (IWB) | 1.1 | $1.6M | 10k | 157.33 | |
| UnitedHealth (UNH) | 1.1 | $1.5M | 6.2k | 247.32 | |
| iShares Russell 2000 Index (IWM) | 1.1 | $1.6M | 10k | 153.09 | |
| Vanguard Mega Cap 300 Index (MGC) | 1.0 | $1.4M | 15k | 97.66 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.0 | $1.4M | 23k | 60.79 | |
| Vanguard Emerging Markets ETF (VWO) | 0.8 | $1.3M | 30k | 42.49 | |
| Boeing Company (BA) | 0.7 | $1.1M | 2.8k | 381.53 | |
| SPDR S&P International Small Cap (GWX) | 0.7 | $956k | 32k | 30.31 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $937k | 3.3k | 282.48 | |
| Vanguard Small-Cap ETF (VB) | 0.6 | $909k | 6.0k | 152.77 | |
| Vanguard Europe Pacific ETF (VEA) | 0.6 | $894k | 22k | 40.86 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $857k | 4.3k | 200.94 | |
| iShares Morningstar Large Value (ILCV) | 0.6 | $847k | 8.0k | 105.40 | |
| Schwab Strategic Tr cmn (SCHV) | 0.6 | $809k | 15k | 54.75 | |
| Vanguard Total World Stock Idx (VT) | 0.5 | $696k | 9.5k | 73.15 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.4 | $619k | 5.7k | 108.16 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $588k | 14k | 42.90 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.4 | $593k | 12k | 50.03 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.4 | $591k | 7.4k | 79.37 | |
| Johnson & Johnson (JNJ) | 0.4 | $564k | 4.0k | 139.78 | |
| Procter & Gamble Company (PG) | 0.4 | $567k | 5.4k | 104.09 | |
| Vanguard European ETF (VGK) | 0.4 | $538k | 10k | 53.59 | |
| Microsoft Corporation (MSFT) | 0.4 | $528k | 4.5k | 118.04 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $502k | 7.7k | 64.87 | |
| iShares Russell Microcap Index (IWC) | 0.3 | $426k | 4.6k | 92.81 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $414k | 4.1k | 101.25 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.3 | $377k | 5.2k | 72.18 | |
| Pfizer (PFE) | 0.2 | $346k | 8.1k | 42.51 | |
| Pepsi (PEP) | 0.2 | $336k | 2.7k | 122.63 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.2 | $335k | 2.6k | 128.60 | |
| Ameren Corporation (AEE) | 0.2 | $300k | 4.1k | 73.58 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $290k | 5.4k | 53.86 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $278k | 805.00 | 345.34 | |
| SPX Corporation | 0.2 | $271k | 7.8k | 34.75 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $258k | 5.0k | 51.84 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.2 | $247k | 3.1k | 79.57 | |
| Vanguard Pacific ETF (VPL) | 0.2 | $254k | 3.9k | 65.94 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.2 | $236k | 2.3k | 104.24 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $234k | 901.00 | 259.71 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $209k | 2.6k | 80.63 | |
| Public Storage (PSA) | 0.1 | $199k | 916.00 | 217.25 | |
| Apple (AAPL) | 0.1 | $206k | 1.1k | 189.69 | |
| McDonald's Corporation (MCD) | 0.1 | $194k | 1.0k | 190.20 | |
| Spx Flow | 0.1 | $188k | 5.9k | 31.83 | |
| Union Pacific Corporation (UNP) | 0.1 | $175k | 1.0k | 167.46 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 0.1 | $174k | 738.00 | 235.77 | |
| Emerson Electric (EMR) | 0.1 | $168k | 2.5k | 68.57 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $168k | 3.0k | 56.00 | |
| Enterprise Products Partners (EPD) | 0.1 | $144k | 5.0k | 29.03 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $143k | 1.0k | 142.71 | |
| iShares Morningstar Small Value (ISCV) | 0.1 | $144k | 1.0k | 138.20 | |
| Verizon Communications (VZ) | 0.1 | $126k | 2.1k | 59.27 | |
| Gilead Sciences (GILD) | 0.1 | $129k | 2.0k | 65.18 | |
| Sierra Wireless | 0.1 | $127k | 10k | 12.33 | |
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $130k | 2.7k | 48.74 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $127k | 1.6k | 77.20 | |
| U.S. Bancorp (USB) | 0.1 | $111k | 2.3k | 48.34 | |
| Home Depot (HD) | 0.1 | $124k | 646.00 | 191.95 | |
| Cooper Tire & Rubber Company | 0.1 | $122k | 4.1k | 29.88 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $118k | 598.00 | 197.32 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $112k | 1.7k | 64.22 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $122k | 1.1k | 109.81 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $118k | 1.1k | 108.26 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $114k | 926.00 | 123.11 | |
| National Retail Properties (NNN) | 0.1 | $102k | 1.8k | 55.34 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $98k | 860.00 | 113.95 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $110k | 2.1k | 52.21 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.1 | $98k | 2.0k | 48.64 | |
| Walt Disney Company (DIS) | 0.1 | $92k | 826.00 | 111.38 | |
| Duke Energy (DUK) | 0.1 | $91k | 1.0k | 89.83 | |
| Comcast Corporation (CMCSA) | 0.1 | $76k | 1.9k | 39.79 | |
| Coca-Cola Company (KO) | 0.1 | $80k | 1.7k | 46.81 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $67k | 245.00 | 273.47 | |
| Altria (MO) | 0.1 | $68k | 1.2k | 57.34 | |
| General Mills (GIS) | 0.1 | $70k | 1.4k | 51.47 | |
| Oracle Corporation (ORCL) | 0.1 | $73k | 1.4k | 53.76 | |
| Enbridge (ENB) | 0.1 | $74k | 2.0k | 36.12 | |
| Technology SPDR (XLK) | 0.1 | $67k | 909.00 | 73.71 | |
| iShares S&P 100 Index (OEF) | 0.1 | $71k | 565.00 | 125.66 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $67k | 684.00 | 97.95 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $74k | 962.00 | 76.92 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.1 | $73k | 1.9k | 39.27 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $80k | 1.2k | 68.03 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $73k | 1.2k | 59.79 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $67k | 1.2k | 57.81 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $77k | 1.5k | 52.24 | |
| America Movil Sab De Cv spon adr l | 0.0 | $54k | 3.8k | 14.17 | |
| Cisco Systems (CSCO) | 0.0 | $52k | 961.00 | 54.11 | |
| Genuine Parts Company (GPC) | 0.0 | $56k | 500.00 | 112.00 | |
| Halliburton Company (HAL) | 0.0 | $59k | 2.0k | 29.50 | |
| Stryker Corporation (SYK) | 0.0 | $52k | 265.00 | 196.23 | |
| Lowe's Companies (LOW) | 0.0 | $59k | 543.00 | 108.66 | |
| Pioneer Natural Resources | 0.0 | $54k | 352.00 | 153.41 | |
| Robert Half International (RHI) | 0.0 | $63k | 962.00 | 65.49 | |
| UMB Financial Corporation (UMBF) | 0.0 | $61k | 947.00 | 64.41 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $53k | 613.00 | 86.46 | |
| Bank Of America Corporation preferred (BAC.PL) | 0.0 | $52k | 40.00 | 1300.00 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $64k | 1.8k | 36.00 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $64k | 892.00 | 71.75 | |
| Abbvie (ABBV) | 0.0 | $60k | 745.00 | 80.54 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.0 | $64k | 1.4k | 47.06 | |
| Paypal Holdings (PYPL) | 0.0 | $66k | 638.00 | 103.45 | |
| Spire (SR) | 0.0 | $60k | 725.00 | 82.76 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $59k | 327.00 | 180.43 | |
| Nasdaq Omx (NDAQ) | 0.0 | $39k | 450.00 | 86.67 | |
| Abbott Laboratories (ABT) | 0.0 | $44k | 546.00 | 80.59 | |
| Chevron Corporation (CVX) | 0.0 | $46k | 377.00 | 122.02 | |
| 3M Company (MMM) | 0.0 | $44k | 210.00 | 209.52 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $38k | 140.00 | 271.43 | |
| Paychex (PAYX) | 0.0 | $48k | 600.00 | 80.00 | |
| SYSCO Corporation (SYY) | 0.0 | $43k | 645.00 | 66.67 | |
| Intel Corporation (INTC) | 0.0 | $51k | 942.00 | 54.14 | |
| Amgen (AMGN) | 0.0 | $50k | 263.00 | 190.11 | |
| Diageo (DEO) | 0.0 | $37k | 224.00 | 165.18 | |
| Honeywell International (HON) | 0.0 | $40k | 250.00 | 160.00 | |
| Merck & Co (MRK) | 0.0 | $37k | 443.00 | 83.52 | |
| Nextera Energy (NEE) | 0.0 | $40k | 209.00 | 191.39 | |
| Centene Corporation (CNC) | 0.0 | $37k | 700.00 | 52.86 | |
| Enterprise Financial Services (EFSC) | 0.0 | $45k | 1.1k | 40.83 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $42k | 164.00 | 256.10 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $41k | 482.00 | 85.06 | |
| iShares Morningstar Mid Value Idx (IMCV) | 0.0 | $47k | 302.00 | 155.63 | |
| Post Holdings Inc Common (POST) | 0.0 | $45k | 410.00 | 109.76 | |
| Phillips 66 (PSX) | 0.0 | $47k | 497.00 | 94.57 | |
| Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.0 | $42k | 2.4k | 17.60 | |
| MasterCard Incorporated (MA) | 0.0 | $24k | 102.00 | 235.29 | |
| Canadian Natl Ry (CNI) | 0.0 | $36k | 404.00 | 89.11 | |
| At&t (T) | 0.0 | $36k | 1.2k | 31.30 | |
| Curtiss-Wright (CW) | 0.0 | $29k | 252.00 | 115.08 | |
| Tyson Foods (TSN) | 0.0 | $24k | 340.00 | 70.59 | |
| American Financial (AFG) | 0.0 | $30k | 310.00 | 96.77 | |
| BB&T Corporation | 0.0 | $23k | 500.00 | 46.00 | |
| eBay (EBAY) | 0.0 | $32k | 865.00 | 36.99 | |
| International Business Machines (IBM) | 0.0 | $28k | 200.00 | 140.00 | |
| Philip Morris International (PM) | 0.0 | $31k | 350.00 | 88.57 | |
| Rio Tinto (RIO) | 0.0 | $23k | 393.00 | 58.52 | |
| Visa (V) | 0.0 | $26k | 169.00 | 153.85 | |
| Amazon (AMZN) | 0.0 | $30k | 17.00 | 1764.71 | |
| salesforce (CRM) | 0.0 | $30k | 192.00 | 156.25 | |
| Icahn Enterprises (IEP) | 0.0 | $36k | 497.00 | 72.43 | |
| Materials SPDR (XLB) | 0.0 | $33k | 600.00 | 55.00 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $23k | 208.00 | 110.58 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $32k | 188.00 | 170.21 | |
| Vanguard Growth ETF (VUG) | 0.0 | $29k | 184.00 | 157.61 | |
| Vanguard Value ETF (VTV) | 0.0 | $27k | 255.00 | 105.88 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $25k | 184.00 | 135.87 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $31k | 170.00 | 182.35 | |
| One Gas (OGS) | 0.0 | $25k | 285.00 | 87.72 | |
| Nextera Energy Partners (XIFR) | 0.0 | $28k | 606.00 | 46.20 | |
| Walgreen Boots Alliance | 0.0 | $31k | 492.00 | 63.01 | |
| Bank Of Nt Butterfield&son L (NTB) | 0.0 | $30k | 833.00 | 36.01 | |
| Dowdupont | 0.0 | $32k | 598.00 | 53.51 | |
| Schwab 1000 Index Etf etf (SCHK) | 0.0 | $26k | 937.00 | 27.75 | |
| Northwest Natural Holdin (NWN) | 0.0 | $26k | 400.00 | 65.00 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $11k | 150.00 | 73.33 | |
| Northern Trust Corporation (NTRS) | 0.0 | $9.0k | 96.00 | 93.75 | |
| Caterpillar (CAT) | 0.0 | $9.0k | 70.00 | 128.57 | |
| Ecolab (ECL) | 0.0 | $8.0k | 47.00 | 170.21 | |
| Baxter International (BAX) | 0.0 | $16k | 195.00 | 82.05 | |
| Eli Lilly & Co. (LLY) | 0.0 | $20k | 151.00 | 132.45 | |
| United Parcel Service (UPS) | 0.0 | $11k | 94.00 | 117.02 | |
| Edwards Lifesciences (EW) | 0.0 | $11k | 55.00 | 200.00 | |
| Rollins (ROL) | 0.0 | $8.0k | 184.00 | 43.48 | |
| Sonoco Products Company (SON) | 0.0 | $12k | 200.00 | 60.00 | |
| Wells Fargo & Company (WFC) | 0.0 | $8.0k | 160.00 | 50.00 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $19k | 71.00 | 267.61 | |
| Masco Corporation (MAS) | 0.0 | $9.0k | 231.00 | 38.96 | |
| Interpublic Group of Companies (IPG) | 0.0 | $10k | 456.00 | 21.93 | |
| Williams-Sonoma (WSM) | 0.0 | $19k | 331.00 | 57.40 | |
| ConocoPhillips (COP) | 0.0 | $22k | 332.00 | 66.27 | |
| Intuitive Surgical (ISRG) | 0.0 | $9.0k | 15.00 | 600.00 | |
| American Electric Power Company (AEP) | 0.0 | $17k | 200.00 | 85.00 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $14k | 15.00 | 933.33 | |
| Ford Motor Company (F) | 0.0 | $11k | 1.3k | 8.63 | |
| Total (TTE) | 0.0 | $15k | 264.00 | 56.82 | |
| Starbucks Corporation (SBUX) | 0.0 | $20k | 265.00 | 75.47 | |
| Accenture (ACN) | 0.0 | $12k | 68.00 | 176.47 | |
| Cintas Corporation (CTAS) | 0.0 | $8.0k | 41.00 | 195.12 | |
| Discovery Communications | 0.0 | $11k | 419.00 | 26.25 | |
| CoStar (CSGP) | 0.0 | $9.0k | 19.00 | 473.68 | |
| Fiserv (FI) | 0.0 | $8.0k | 95.00 | 84.21 | |
| PPL Corporation (PPL) | 0.0 | $9.0k | 299.00 | 30.10 | |
| J.M. Smucker Company (SJM) | 0.0 | $12k | 100.00 | 120.00 | |
| Kennametal (KMT) | 0.0 | $14k | 386.00 | 36.27 | |
| Ventas (VTR) | 0.0 | $8.0k | 118.00 | 67.80 | |
| Illumina (ILMN) | 0.0 | $13k | 42.00 | 309.52 | |
| MetLife (MET) | 0.0 | $8.0k | 187.00 | 42.78 | |
| South Jersey Industries | 0.0 | $13k | 400.00 | 32.50 | |
| UGI Corporation (UGI) | 0.0 | $11k | 190.00 | 57.89 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $11k | 31.00 | 354.84 | |
| Aqua America | 0.0 | $11k | 300.00 | 36.67 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $18k | 687.00 | 26.20 | |
| KAR Auction Services (KAR) | 0.0 | $9.0k | 168.00 | 53.57 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $18k | 166.00 | 108.43 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $9.0k | 64.00 | 140.62 | |
| iShares MSCI BRIC Index Fund (BKF) | 0.0 | $13k | 300.00 | 43.33 | |
| iShares S&P Global Industrials Sec (EXI) | 0.0 | $15k | 170.00 | 88.24 | |
| WisdomTree Equity Income Fund (DHS) | 0.0 | $14k | 200.00 | 70.00 | |
| Vanguard Scottsdale Fds cmn (VTWV) | 0.0 | $14k | 137.00 | 102.19 | |
| Te Connectivity Ltd for | 0.0 | $15k | 188.00 | 79.79 | |
| Facebook Inc cl a (META) | 0.0 | $8.0k | 49.00 | 163.27 | |
| stock | 0.0 | $8.0k | 62.00 | 129.03 | |
| Servicenow (NOW) | 0.0 | $13k | 54.00 | 240.74 | |
| Workday Inc cl a (WDAY) | 0.0 | $8.0k | 42.00 | 190.48 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $19k | 146.00 | 130.14 | |
| Citizens Financial (CFG) | 0.0 | $11k | 350.00 | 31.43 | |
| Eversource Energy (ES) | 0.0 | $21k | 300.00 | 70.00 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $22k | 19.00 | 1157.89 | |
| Etf Ser Solutions loncar cancer | 0.0 | $20k | 973.00 | 20.55 | |
| Square Inc cl a (XYZ) | 0.0 | $8.0k | 105.00 | 76.19 | |
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $11k | 231.00 | 47.62 | |
| S&p Global (SPGI) | 0.0 | $14k | 67.00 | 208.96 | |
| Vistra Energy (VST) | 0.0 | $11k | 408.00 | 26.96 | |
| Innovator Etfs Tr ibd 50 etf (FFTY) | 0.0 | $22k | 667.00 | 32.98 | |
| Evergy (EVRG) | 0.0 | $17k | 291.00 | 58.42 | |
| Global Dragon China Etf (PGJ) | 0.0 | $20k | 500.00 | 40.00 | |
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.0 | $18k | 283.00 | 63.60 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $6.0k | 500.00 | 12.00 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $7.0k | 173.00 | 40.46 | |
| Ansys (ANSS) | 0.0 | $5.0k | 28.00 | 178.57 | |
| Signature Bank (SBNY) | 0.0 | $7.0k | 58.00 | 120.69 | |
| American Express Company (AXP) | 0.0 | $5.0k | 43.00 | 116.28 | |
| Bank of America Corporation (BAC) | 0.0 | $4.0k | 148.00 | 27.03 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.0k | 25.00 | 200.00 | |
| FirstEnergy (FE) | 0.0 | $6.0k | 148.00 | 40.54 | |
| Autodesk (ADSK) | 0.0 | $6.0k | 39.00 | 153.85 | |
| Cerner Corporation | 0.0 | $7.0k | 128.00 | 54.69 | |
| Ritchie Bros. Auctioneers Inco | 0.0 | $6.0k | 180.00 | 33.33 | |
| Travelers Companies (TRV) | 0.0 | $6.0k | 46.00 | 130.43 | |
| Nu Skin Enterprises (NUS) | 0.0 | $4.0k | 75.00 | 53.33 | |
| Analog Devices (ADI) | 0.0 | $7.0k | 65.00 | 107.69 | |
| Universal Health Services (UHS) | 0.0 | $7.0k | 53.00 | 132.08 | |
| AstraZeneca (AZN) | 0.0 | $5.0k | 114.00 | 43.86 | |
| CVS Caremark Corporation (CVS) | 0.0 | $5.0k | 101.00 | 49.50 | |
| Novartis (NVS) | 0.0 | $6.0k | 62.00 | 96.77 | |
| GlaxoSmithKline | 0.0 | $5.0k | 113.00 | 44.25 | |
| Nike (NKE) | 0.0 | $2.0k | 20.00 | 100.00 | |
| Unilever | 0.0 | $6.0k | 110.00 | 54.55 | |
| United Technologies Corporation | 0.0 | $6.0k | 50.00 | 120.00 | |
| Illinois Tool Works (ITW) | 0.0 | $6.0k | 40.00 | 150.00 | |
| Fifth Third Ban (FITB) | 0.0 | $7.0k | 294.00 | 23.81 | |
| Advance Auto Parts (AAP) | 0.0 | $4.0k | 23.00 | 173.91 | |
| Grand Canyon Education (LOPE) | 0.0 | $7.0k | 57.00 | 122.81 | |
| Sempra Energy (SRE) | 0.0 | $7.0k | 56.00 | 125.00 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $2.0k | 27.00 | 74.07 | |
| Fastenal Company (FAST) | 0.0 | $7.0k | 109.00 | 64.22 | |
| Ultimate Software | 0.0 | $7.0k | 22.00 | 318.18 | |
| Verisk Analytics (VRSK) | 0.0 | $7.0k | 54.00 | 129.63 | |
| Carlisle Companies (CSL) | 0.0 | $6.0k | 48.00 | 125.00 | |
| SPDR Gold Trust (GLD) | 0.0 | $6.0k | 50.00 | 120.00 | |
| Entergy Corporation (ETR) | 0.0 | $6.0k | 61.00 | 98.36 | |
| Align Technology (ALGN) | 0.0 | $6.0k | 21.00 | 285.71 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $5.0k | 16.00 | 312.50 | |
| HEICO Corporation (HEI) | 0.0 | $7.0k | 77.00 | 90.91 | |
| Piper Jaffray Companies (PIPR) | 0.0 | $0 | 2.00 | 0.00 | |
| West Pharmaceutical Services (WST) | 0.0 | $6.0k | 50.00 | 120.00 | |
| Gentex Corporation (GNTX) | 0.0 | $3.0k | 140.00 | 21.43 | |
| Neogen Corporation (NEOG) | 0.0 | $2.0k | 38.00 | 52.63 | |
| National Instruments | 0.0 | $5.0k | 121.00 | 41.32 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $5.0k | 27.00 | 185.19 | |
| SPDR S&P Dividend (SDY) | 0.0 | $3.0k | 28.00 | 107.14 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $5.0k | 61.00 | 81.97 | |
| iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) | 0.0 | $5.0k | 154.00 | 32.47 | |
| iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.0 | $0 | 4.00 | 0.00 | |
| Spdr Short-term High Yield mf (SJNK) | 0.0 | $0 | 3.00 | 0.00 | |
| Proto Labs (PRLB) | 0.0 | $6.0k | 59.00 | 101.69 | |
| Five Below (FIVE) | 0.0 | $5.0k | 41.00 | 121.95 | |
| Mondelez Int (MDLZ) | 0.0 | $2.0k | 34.00 | 58.82 | |
| Ryman Hospitality Pptys (RHP) | 0.0 | $6.0k | 73.00 | 82.19 | |
| 2u | 0.0 | $5.0k | 67.00 | 74.63 | |
| Pentair cs (PNR) | 0.0 | $2.0k | 44.00 | 45.45 | |
| Ally Financial (ALLY) | 0.0 | $4.0k | 151.00 | 26.49 | |
| Paycom Software (PAYC) | 0.0 | $6.0k | 33.00 | 181.82 | |
| Globant S A (GLOB) | 0.0 | $5.0k | 68.00 | 73.53 | |
| Medtronic (MDT) | 0.0 | $2.0k | 26.00 | 76.92 | |
| Aerojet Rocketdy | 0.0 | $7.0k | 200.00 | 35.00 | |
| Transunion (TRU) | 0.0 | $5.0k | 82.00 | 60.98 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.0k | 2.00 | 1000.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $4.0k | 243.00 | 16.46 | |
| Willis Towers Watson (WTW) | 0.0 | $7.0k | 38.00 | 184.21 | |
| Ihs Markit | 0.0 | $5.0k | 98.00 | 51.02 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $7.0k | 179.00 | 39.11 | |
| Adient (ADNT) | 0.0 | $0 | 17.00 | 0.00 | |
| Frontier Communication | 0.0 | $0 | 3.00 | 0.00 | |
| Brighthouse Finl (BHF) | 0.0 | $0 | 2.00 | 0.00 | |
| Encompass Health Corp (EHC) | 0.0 | $5.0k | 88.00 | 56.82 | |
| Booking Holdings (BKNG) | 0.0 | $7.0k | 4.00 | 1750.00 | |
| Nvent Electric Plc Voting equities (NVT) | 0.0 | $1.0k | 44.00 | 22.73 | |
| Invesco Emerging Markets S etf (PCY) | 0.0 | $0 | 7.00 | 0.00 | |
| Pluralsight Inc Cl A | 0.0 | $4.0k | 141.00 | 28.37 | |
| Axa Equitable Hldgs | 0.0 | $3.0k | 156.00 | 19.23 | |
| Garrett Motion (GTX) | 0.0 | $0 | 25.00 | 0.00 | |
| Cigna Corp (CI) | 0.0 | $6.0k | 35.00 | 171.43 | |
| Resideo Technologies (REZI) | 0.0 | $999.990000 | 41.00 | 24.39 |