Brand Asset Management Group as of March 31, 2019
Portfolio Holdings for Brand Asset Management Group
Brand Asset Management Group holds 315 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) | 9.8 | $15M | 283k | 51.71 | |
| South Jersey Industries | 9.4 | $14M | 245k | 57.44 | |
| Schwab 1000 Index Etf etf (SCHK) | 5.8 | $8.6M | 194k | 44.43 | |
| Vanguard Mid-Cap Value ETF (VOE) | 5.2 | $7.7M | 48k | 160.76 | |
| iShares Russell 2000 Index (IWM) | 5.1 | $7.6M | 50k | 151.36 | |
| Ishares Tr cmn (STIP) | 4.6 | $6.9M | 70k | 99.68 | |
| iShares S&P SmallCap 600 Index (IJR) | 4.3 | $6.5M | 34k | 189.39 | |
| iShares Russell 1000 Growth Index (IWF) | 4.2 | $6.2M | 50k | 123.50 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 4.0 | $6.0M | 193k | 31.31 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 3.4 | $5.1M | 33k | 155.49 | |
| Schwab International Equity ETF (SCHF) | 3.1 | $4.7M | 180k | 26.01 | |
| iShares Morningstar Large Growth (ILCG) | 2.5 | $3.7M | 23k | 160.02 | |
| iShares S&P 500 Growth Index (IVW) | 2.3 | $3.4M | 12k | 284.55 | |
| Schwab Strategic Tr cmn (SCHV) | 2.0 | $3.0M | 54k | 55.38 | |
| Schwab U S Broad Market ETF (SCHB) | 1.9 | $2.8M | 40k | 69.93 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 1.7 | $2.6M | 14k | 188.04 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 1.4 | $2.1M | 31k | 67.62 | |
| iShares Morningstar Small Value (ISCV) | 1.4 | $2.1M | 12k | 169.33 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 1.4 | $2.0M | 63k | 32.25 | |
| iShares Morningstar Large Value (ILCV) | 1.2 | $1.8M | 9.9k | 182.82 | |
| iShares Russell Microcap Index (IWC) | 1.1 | $1.6M | 10k | 157.33 | |
| iShares Russell 2000 Growth Index (IWO) | 1.0 | $1.6M | 10k | 153.09 | |
| UnitedHealth (UNH) | 1.0 | $1.5M | 6.2k | 247.32 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.4M | 15k | 97.66 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.9 | $1.4M | 23k | 60.79 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.8 | $1.3M | 30k | 42.49 | |
| Sierra Wireless | 0.8 | $1.1M | 57k | 19.84 | |
| Boeing Company (BA) | 0.7 | $1.1M | 2.8k | 381.53 | |
| SPDR S&P International Small Cap (GWX) | 0.6 | $956k | 32k | 30.31 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $937k | 3.3k | 282.48 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.6 | $909k | 6.0k | 152.77 | |
| Veeva Sys Inc cl a (VEEV) | 0.6 | $894k | 22k | 40.86 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $857k | 4.3k | 200.94 | |
| iShares Morningstar Mid Core Index (IMCB) | 0.6 | $847k | 8.0k | 105.40 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $809k | 15k | 54.75 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.5 | $696k | 9.5k | 73.15 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.4 | $619k | 5.7k | 108.16 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.4 | $593k | 12k | 50.03 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.4 | $591k | 7.4k | 79.37 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $588k | 14k | 42.90 | |
| Kennametal (KMT) | 0.4 | $564k | 4.0k | 139.78 | |
| Piper Jaffray Companies (PIPR) | 0.4 | $567k | 5.4k | 104.09 | |
| International Business Machines (IBM) | 0.4 | $551k | 16k | 35.59 | |
| Vanguard REIT ETF (VNQ) | 0.4 | $538k | 10k | 53.59 | |
| National Instruments | 0.3 | $528k | 4.5k | 118.04 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.3 | $502k | 7.7k | 64.87 | |
| iShares Russell 1000 Value Index (IWD) | 0.3 | $426k | 4.6k | 92.81 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $414k | 4.1k | 101.25 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $377k | 5.2k | 72.18 | |
| Procter & Gamble Company (PG) | 0.2 | $346k | 8.1k | 42.51 | |
| Pfizer (PFE) | 0.2 | $336k | 2.7k | 122.63 | |
| Vanguard Europe Pacific ETF (VEA) | 0.2 | $335k | 2.6k | 128.60 | |
| Ameren Corporation (AEE) | 0.2 | $300k | 4.1k | 73.58 | |
| iShares Russell Midcap Value Index (IWS) | 0.2 | $290k | 5.4k | 53.86 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $278k | 805.00 | 345.34 | |
| Square Inc cl a (XYZ) | 0.2 | $271k | 7.8k | 34.75 | |
| Caterpillar (CAT) | 0.2 | $247k | 3.1k | 79.57 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $258k | 5.0k | 51.84 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.2 | $254k | 3.9k | 65.94 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $234k | 901.00 | 259.71 | |
| Vanguard Total World Stock Idx (VT) | 0.2 | $236k | 2.3k | 104.24 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $209k | 2.6k | 80.63 | |
| Apple (AAPL) | 0.1 | $206k | 1.1k | 189.69 | |
| Public Storage (PSA) | 0.1 | $199k | 916.00 | 217.25 | |
| Mondelez Int (MDLZ) | 0.1 | $194k | 1.0k | 190.20 | |
| Spx Flow | 0.1 | $188k | 5.9k | 31.83 | |
| United Parcel Service (UPS) | 0.1 | $175k | 1.0k | 167.46 | |
| iShares Morningstar Mid Value Idx (IMCV) | 0.1 | $174k | 738.00 | 235.77 | |
| Enterprise Products Partners (EPD) | 0.1 | $168k | 2.5k | 68.57 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $168k | 3.0k | 56.00 | |
| Johnson & Johnson (JNJ) | 0.1 | $144k | 1.0k | 138.20 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $148k | 148k | 1.00 | |
| Vanguard Pacific ETF (VPL) | 0.1 | $143k | 1.0k | 142.71 | |
| iShares S&P Global Industrials Sec (EXI) | 0.1 | $144k | 5.0k | 29.03 | |
| General Mills (GIS) | 0.1 | $129k | 2.0k | 65.18 | |
| Robert Half International (RHI) | 0.1 | $138k | 2.0k | 68.15 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $130k | 2.7k | 48.74 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $122k | 4.1k | 29.88 | |
| Verizon Communications (VZ) | 0.1 | $126k | 2.1k | 59.27 | |
| Emerson Electric (EMR) | 0.1 | $122k | 1.1k | 109.81 | |
| Stryker Corporation (SYK) | 0.1 | $127k | 10k | 12.33 | |
| HEICO Corporation (HEI) | 0.1 | $124k | 646.00 | 191.95 | |
| Enterprise Financial Services (EFSC) | 0.1 | $127k | 1.6k | 77.20 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $118k | 598.00 | 197.32 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $114k | 926.00 | 123.11 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $118k | 1.1k | 108.26 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $102k | 1.8k | 55.34 | |
| Illinois Tool Works (ITW) | 0.1 | $112k | 1.7k | 64.22 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $98k | 860.00 | 113.95 | |
| Vanguard Value ETF (VTV) | 0.1 | $98k | 2.0k | 48.64 | |
| iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.1 | $111k | 2.3k | 48.34 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $110k | 2.1k | 52.21 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $92k | 826.00 | 111.38 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.1 | $89k | 90k | 0.99 | |
| Duke Energy (DUK) | 0.1 | $91k | 1.0k | 89.83 | |
| Comcast Corporation (CMCSA) | 0.1 | $76k | 1.9k | 39.79 | |
| Eli Lilly & Co. (LLY) | 0.1 | $80k | 1.7k | 46.81 | |
| Paychex (PAYX) | 0.1 | $71k | 565.00 | 125.66 | |
| Altria (MO) | 0.1 | $68k | 1.2k | 57.34 | |
| Oracle Corporation (ORCL) | 0.1 | $73k | 1.4k | 53.76 | |
| Enbridge (ENB) | 0.1 | $74k | 2.0k | 36.12 | |
| Gentex Corporation (GNTX) | 0.1 | $70k | 1.4k | 51.47 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $69k | 1.3k | 52.55 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $73k | 1.2k | 59.79 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $74k | 962.00 | 76.92 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.1 | $73k | 1.9k | 39.27 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.1 | $80k | 1.2k | 68.03 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.1 | $77k | 1.5k | 52.24 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $59k | 2.0k | 29.50 | |
| America Movil Sab De Cv spon adr l | 0.0 | $54k | 3.8k | 14.17 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $67k | 245.00 | 273.47 | |
| Ritchie Bros. Auctioneers Inco | 0.0 | $54k | 352.00 | 153.41 | |
| eBay (EBAY) | 0.0 | $67k | 684.00 | 97.95 | |
| Rio Tinto (RIO) | 0.0 | $63k | 962.00 | 65.49 | |
| Unilever | 0.0 | $61k | 947.00 | 64.41 | |
| Technology SPDR (XLK) | 0.0 | $67k | 909.00 | 73.71 | |
| Bank Of America Corporation preferred (BAC.PL) | 0.0 | $56k | 1.3k | 42.88 | |
| iShares Morningstar Large Core Idx (ILCB) | 0.0 | $53k | 613.00 | 86.46 | |
| 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 Core Intl Stock Etf core (IXUS) | 0.0 | $67k | 1.2k | 57.81 | |
| 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 | |
| Garrett Motion (GTX) | 0.0 | $56k | 500.00 | 112.00 | |
| Northern Trust Corporation (NTRS) | 0.0 | $38k | 140.00 | 271.43 | |
| Abbott Laboratories (ABT) | 0.0 | $44k | 546.00 | 80.59 | |
| 3M Company (MMM) | 0.0 | $44k | 210.00 | 209.52 | |
| Cisco Systems (CSCO) | 0.0 | $52k | 961.00 | 54.11 | |
| Curtiss-Wright (CW) | 0.0 | $46k | 377.00 | 122.02 | |
| SYSCO Corporation (SYY) | 0.0 | $52k | 265.00 | 196.23 | |
| Interpublic Group of Companies (IPG) | 0.0 | $51k | 942.00 | 54.14 | |
| Amgen (AMGN) | 0.0 | $50k | 263.00 | 190.11 | |
| Nextera Energy (NEE) | 0.0 | $40k | 209.00 | 191.39 | |
| Pepsi (PEP) | 0.0 | $48k | 600.00 | 80.00 | |
| Fiserv (FI) | 0.0 | $50k | 2.7k | 18.73 | |
| Pioneer Natural Resources | 0.0 | $47k | 497.00 | 94.57 | |
| Neogen Corporation (NEOG) | 0.0 | $39k | 450.00 | 86.67 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $42k | 164.00 | 256.10 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $45k | 1.1k | 40.83 | |
| iShares MSCI BRIC Index Fund (BKF) | 0.0 | $50k | 780.00 | 64.10 | |
| iShares Morningstar Small Core Idx (ISCB) | 0.0 | $47k | 302.00 | 155.63 | |
| Proto Labs (PRLB) | 0.0 | $45k | 410.00 | 109.76 | |
| Walgreen Boots Alliance | 0.0 | $41k | 482.00 | 85.06 | |
| 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 | |
| Ecolab (ECL) | 0.0 | $32k | 865.00 | 36.99 | |
| Walt Disney Company (DIS) | 0.0 | $29k | 252.00 | 115.08 | |
| At&t (T) | 0.0 | $36k | 1.2k | 31.30 | |
| Rollins (ROL) | 0.0 | $23k | 393.00 | 58.52 | |
| Wells Fargo & Company (WFC) | 0.0 | $31k | 492.00 | 63.01 | |
| American Financial (AFG) | 0.0 | $30k | 310.00 | 96.77 | |
| BB&T Corporation | 0.0 | $23k | 500.00 | 46.00 | |
| Diageo (DEO) | 0.0 | $37k | 224.00 | 165.18 | |
| Merck & Co (MRK) | 0.0 | $37k | 443.00 | 83.52 | |
| Visa (V) | 0.0 | $26k | 169.00 | 153.85 | |
| Amazon (AMZN) | 0.0 | $30k | 17.00 | 1764.71 | |
| Carlisle Companies (CSL) | 0.0 | $36k | 404.00 | 89.11 | |
| salesforce (CRM) | 0.0 | $30k | 192.00 | 156.25 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $32k | 188.00 | 170.21 | |
| UGI Corporation (UGI) | 0.0 | $24k | 340.00 | 70.59 | |
| Centene Corporation (CNC) | 0.0 | $37k | 700.00 | 52.86 | |
| Materials SPDR (XLB) | 0.0 | $33k | 600.00 | 55.00 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $25k | 184.00 | 135.87 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $31k | 170.00 | 182.35 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $29k | 184.00 | 157.61 | |
| Vanguard Growth ETF (VUG) | 0.0 | $27k | 255.00 | 105.88 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $33k | 1.1k | 29.36 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $28k | 200.00 | 140.00 | |
| iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) | 0.0 | $36k | 497.00 | 72.43 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $26k | 937.00 | 27.75 | |
| Post Holdings Inc Common (POST) | 0.0 | $31k | 350.00 | 88.57 | |
| One Gas (OGS) | 0.0 | $25k | 285.00 | 87.72 | |
| Nextera Energy Partners (XIFR) | 0.0 | $28k | 606.00 | 46.20 | |
| Bank Of Nt Butterfield&son L (NTB) | 0.0 | $30k | 833.00 | 36.01 | |
| Dowdupont | 0.0 | $32k | 598.00 | 53.51 | |
| Northwest Natural Holdin (NWN) | 0.0 | $26k | 400.00 | 65.00 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $8.0k | 47.00 | 170.21 | |
| U.S. Bancorp (USB) | 0.0 | $11k | 94.00 | 117.02 | |
| Coca-Cola Company (KO) | 0.0 | $14k | 386.00 | 36.27 | |
| McDonald's Corporation (MCD) | 0.0 | $9.0k | 231.00 | 38.96 | |
| Baxter International (BAX) | 0.0 | $16k | 195.00 | 82.05 | |
| Cerner Corporation | 0.0 | $9.0k | 70.00 | 128.57 | |
| Edwards Lifesciences (EW) | 0.0 | $11k | 55.00 | 200.00 | |
| Sonoco Products Company (SON) | 0.0 | $12k | 100.00 | 120.00 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $19k | 71.00 | 267.61 | |
| Intel Corporation (INTC) | 0.0 | $13k | 42.00 | 309.52 | |
| Masco Corporation (MAS) | 0.0 | $9.0k | 8.9k | 1.01 | |
| Universal Health Services (UHS) | 0.0 | $11k | 190.00 | 57.89 | |
| CVS Caremark Corporation (CVS) | 0.0 | $11k | 150.00 | 73.33 | |
| Williams-Sonoma (WSM) | 0.0 | $8.0k | 160.00 | 50.00 | |
| 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 | $15k | 170.00 | 88.24 | |
| Total (TTE) | 0.0 | $15k | 264.00 | 56.82 | |
| Starbucks Corporation (SBUX) | 0.0 | $8.0k | 184.00 | 43.48 | |
| Accenture (ACN) | 0.0 | $12k | 68.00 | 176.47 | |
| Lowe's Companies (LOW) | 0.0 | $20k | 151.00 | 132.45 | |
| Fifth Third Ban (FITB) | 0.0 | $8.0k | 95.00 | 84.21 | |
| Discovery Communications | 0.0 | $11k | 419.00 | 26.25 | |
| CoStar (CSGP) | 0.0 | $9.0k | 19.00 | 473.68 | |
| PPL Corporation (PPL) | 0.0 | $9.0k | 299.00 | 30.10 | |
| Sempra Energy (SRE) | 0.0 | $8.0k | 105.00 | 76.19 | |
| Fastenal Company (FAST) | 0.0 | $11k | 1.3k | 8.63 | |
| J.M. Smucker Company (SJM) | 0.0 | $13k | 400.00 | 32.50 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $13k | 300.00 | 43.33 | |
| Ventas (VTR) | 0.0 | $8.0k | 118.00 | 67.80 | |
| Cooper Tire & Rubber Company | 0.0 | $8.0k | 41.00 | 195.12 | |
| MetLife (MET) | 0.0 | $8.0k | 187.00 | 42.78 | |
| SPX Corporation | 0.0 | $8.0k | 62.00 | 129.03 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $11k | 31.00 | 354.84 | |
| West Pharmaceutical Services (WST) | 0.0 | $19k | 331.00 | 57.40 | |
| Aqua America | 0.0 | $11k | 300.00 | 36.67 | |
| Icahn Enterprises (IEP) | 0.0 | $18k | 166.00 | 108.43 | |
| iShares S&P 100 Index (OEF) | 0.0 | $9.0k | 96.00 | 93.75 | |
| 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 S&P SmallCap 600 Growth (IJT) | 0.0 | $9.0k | 64.00 | 140.62 | |
| Vanguard European ETF (VGK) | 0.0 | $19k | 146.00 | 130.14 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $10k | 456.00 | 21.93 | |
| WisdomTree Equity Income Fund (DHS) | 0.0 | $14k | 200.00 | 70.00 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $20k | 265.00 | 75.47 | |
| 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 | $12k | 200.00 | 60.00 | |
| Servicenow (NOW) | 0.0 | $13k | 54.00 | 240.74 | |
| Workday Inc cl a (WDAY) | 0.0 | $8.0k | 42.00 | 190.48 | |
| 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 | |
| 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 | |
| Cigna Corp (CI) | 0.0 | $11k | 350.00 | 31.43 | |
| 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 | |
| Nasdaq Omx (NDAQ) | 0.0 | $5.0k | 121.00 | 41.32 | |
| Canadian Natl Ry (CNI) | 0.0 | $6.0k | 35.00 | 171.43 | |
| Home Depot (HD) | 0.0 | $6.0k | 500.00 | 12.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.0k | 25.00 | 200.00 | |
| Chevron Corporation (CVX) | 0.0 | $5.0k | 101.00 | 49.50 | |
| FirstEnergy (FE) | 0.0 | $7.0k | 109.00 | 64.22 | |
| Autodesk (ADSK) | 0.0 | $6.0k | 39.00 | 153.85 | |
| Genuine Parts Company (GPC) | 0.0 | $3.0k | 140.00 | 21.43 | |
| Travelers Companies (TRV) | 0.0 | $6.0k | 46.00 | 130.43 | |
| Union Pacific Corporation (UNP) | 0.0 | $6.0k | 110.00 | 54.55 | |
| Nu Skin Enterprises (NUS) | 0.0 | $4.0k | 75.00 | 53.33 | |
| Analog Devices (ADI) | 0.0 | $7.0k | 65.00 | 107.69 | |
| Tyson Foods (TSN) | 0.0 | $7.0k | 173.00 | 40.46 | |
| AstraZeneca (AZN) | 0.0 | $5.0k | 114.00 | 43.86 | |
| Novartis (NVS) | 0.0 | $6.0k | 62.00 | 96.77 | |
| GlaxoSmithKline | 0.0 | $5.0k | 113.00 | 44.25 | |
| Halliburton Company (HAL) | 0.0 | $0 | 25.00 | 0.00 | |
| Honeywell International (HON) | 0.0 | $7.0k | 77.00 | 90.91 | |
| Nike (NKE) | 0.0 | $2.0k | 38.00 | 52.63 | |
| Philip Morris International (PM) | 0.0 | $0 | 2.00 | 0.00 | |
| United Technologies Corporation | 0.0 | $0 | 4.00 | 0.00 | |
| iShares S&P 500 Index (IVV) | 0.0 | $6.0k | 40.00 | 150.00 | |
| Gilead Sciences (GILD) | 0.0 | $7.0k | 294.00 | 23.81 | |
| Cintas Corporation (CTAS) | 0.0 | $6.0k | 48.00 | 125.00 | |
| Advance Auto Parts (AAP) | 0.0 | $4.0k | 23.00 | 173.91 | |
| Grand Canyon Education (LOPE) | 0.0 | $7.0k | 57.00 | 122.81 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $2.0k | 27.00 | 74.07 | |
| Ultimate Software | 0.0 | $7.0k | 22.00 | 318.18 | |
| Verisk Analytics (VRSK) | 0.0 | $7.0k | 54.00 | 129.63 | |
| SPDR Gold Trust (GLD) | 0.0 | $6.0k | 50.00 | 120.00 | |
| Entergy Corporation (ETR) | 0.0 | $6.0k | 61.00 | 98.36 | |
| Illumina (ILMN) | 0.0 | $5.0k | 27.00 | 185.19 | |
| Align Technology (ALGN) | 0.0 | $6.0k | 21.00 | 285.71 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $5.0k | 16.00 | 312.50 | |
| UMB Financial Corporation (UMBF) | 0.0 | $7.0k | 53.00 | 132.08 | |
| National Retail Properties (NNN) | 0.0 | $2.0k | 20.00 | 100.00 | |
| SPDR S&P Dividend (SDY) | 0.0 | $3.0k | 28.00 | 107.14 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $6.0k | 50.00 | 120.00 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.0 | $2.0k | 34.00 | 58.82 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $5.0k | 61.00 | 81.97 | |
| Spdr Short-term High Yield mf (SJNK) | 0.0 | $0 | 3.00 | 0.00 | |
| Phillips 66 (PSX) | 0.0 | $6.0k | 59.00 | 101.69 | |
| Five Below (FIVE) | 0.0 | $5.0k | 41.00 | 121.95 | |
| 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 | |
| Citizens Financial (CFG) | 0.0 | $7.0k | 128.00 | 54.69 | |
| 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 | |
| Resideo Technologies (REZI) | 0.0 | $999.990000 | 41.00 | 24.39 |