Brand Asset Management Group as of June 30, 2019
Portfolio Holdings for Brand Asset Management Group
Brand Asset Management Group holds 322 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Inc core msci emkt (IEMG) | 9.7 | $15M | 286k | 51.44 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 9.5 | $15M | 253k | 57.40 | |
| Schwab Strategic Tr us reit etf (SCHH) | 5.7 | $8.6M | 194k | 44.44 | |
| Vanguard Mid-Cap ETF (VO) | 5.2 | $8.0M | 48k | 167.16 | |
| iShares Russell 1000 Growth Index (IWF) | 5.1 | $7.8M | 49k | 157.35 | |
| Ishares Tr cmn (STIP) | 4.8 | $7.2M | 72k | 100.58 | |
| iShares S&P MidCap 400 Index (IJH) | 4.7 | $7.1M | 37k | 194.25 | |
| iShares Russell 1000 Value Index (IWD) | 4.2 | $6.5M | 51k | 127.22 | |
| Schwab International Equity ETF (SCHF) | 4.1 | $6.3M | 196k | 32.09 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 3.3 | $5.0M | 31k | 162.27 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 3.2 | $4.8M | 184k | 26.24 | |
| iShares Morningstar Large Core Idx (ILCB) | 2.5 | $3.8M | 23k | 165.16 | |
| iShares S&P 500 Index (IVV) | 2.3 | $3.5M | 12k | 294.71 | |
| Sch Us Mid-cap Etf etf (SCHM) | 2.0 | $3.0M | 53k | 57.09 | |
| Schwab U S Small Cap ETF (SCHA) | 1.8 | $2.8M | 39k | 71.48 | |
| iShares Morningstar Mid Core Index (IMCB) | 1.8 | $2.7M | 14k | 193.96 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.4 | $2.2M | 31k | 70.20 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 1.4 | $2.2M | 66k | 32.64 | |
| iShares Morningstar Small Core Idx (ISCB) | 1.4 | $2.1M | 12k | 174.58 | |
| iShares Morningstar Large Growth (ILCG) | 1.2 | $1.9M | 9.8k | 191.85 | |
| iShares Russell 1000 Index (IWB) | 1.1 | $1.7M | 10k | 162.84 | |
| UnitedHealth (UNH) | 1.0 | $1.5M | 6.1k | 243.98 | |
| iShares Russell 2000 Index (IWM) | 1.0 | $1.5M | 9.6k | 155.45 | |
| Vanguard Mega Cap 300 Index (MGC) | 1.0 | $1.5M | 15k | 101.25 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.9 | $1.4M | 23k | 61.39 | |
| Vanguard Emerging Markets ETF (VWO) | 0.8 | $1.2M | 29k | 42.53 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $969k | 3.3k | 293.10 | |
| Vanguard Small-Cap ETF (VB) | 0.6 | $932k | 6.0k | 156.64 | |
| Boeing Company (BA) | 0.6 | $917k | 2.5k | 363.89 | |
| Vanguard Europe Pacific ETF (VEA) | 0.6 | $914k | 22k | 41.71 | |
| SPDR S&P International Small Cap (GWX) | 0.6 | $911k | 30k | 29.95 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $884k | 4.1k | 213.22 | |
| iShares Morningstar Large Value (ILCV) | 0.6 | $867k | 8.0k | 107.89 | |
| Schwab Strategic Tr cmn (SCHV) | 0.5 | $773k | 14k | 56.16 | |
| Vanguard Total World Stock Idx (VT) | 0.5 | $724k | 9.6k | 75.13 | |
| Microsoft Corporation (MSFT) | 0.5 | $721k | 5.4k | 133.94 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.4 | $664k | 5.9k | 111.62 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.4 | $632k | 7.6k | 83.21 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $588k | 14k | 42.90 | |
| Johnson & Johnson (JNJ) | 0.4 | $596k | 4.3k | 139.19 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.4 | $590k | 12k | 49.90 | |
| Procter & Gamble Company (PG) | 0.3 | $531k | 4.8k | 109.71 | |
| Vanguard European ETF (VGK) | 0.3 | $530k | 9.7k | 54.87 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $509k | 7.7k | 65.78 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $420k | 3.8k | 111.70 | |
| iShares Russell Microcap Index (IWC) | 0.3 | $428k | 4.6k | 93.23 | |
| Pepsi (PEP) | 0.2 | $359k | 2.7k | 131.02 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.2 | $368k | 2.8k | 130.59 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.2 | $344k | 4.7k | 73.76 | |
| Pfizer (PFE) | 0.2 | $341k | 7.9k | 43.29 | |
| Ameren Corporation (AEE) | 0.2 | $304k | 4.1k | 75.01 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $301k | 5.4k | 55.91 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $285k | 805.00 | 354.04 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $286k | 5.4k | 52.94 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $273k | 1.0k | 268.70 | |
| Nextera Energy (NEE) | 0.2 | $252k | 1.2k | 204.55 | |
| SPX Corporation | 0.2 | $257k | 7.8k | 32.96 | |
| Vanguard Pacific ETF (VPL) | 0.2 | $255k | 3.9k | 66.20 | |
| Apple (AAPL) | 0.2 | $239k | 1.2k | 198.18 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.2 | $239k | 2.3k | 105.29 | |
| Spx Flow | 0.2 | $237k | 5.7k | 41.78 | |
| McDonald's Corporation (MCD) | 0.1 | $212k | 1.0k | 207.84 | |
| Verizon Communications (VZ) | 0.1 | $213k | 3.7k | 57.01 | |
| Public Storage (PSA) | 0.1 | $192k | 807.00 | 237.92 | |
| Union Pacific Corporation (UNP) | 0.1 | $177k | 1.0k | 169.38 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 0.1 | $186k | 738.00 | 252.03 | |
| U.S. Bancorp (USB) | 0.1 | $171k | 3.3k | 52.45 | |
| Emerson Electric (EMR) | 0.1 | $163k | 2.5k | 66.53 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $162k | 2.0k | 80.60 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $174k | 3.0k | 58.00 | |
| At&t (T) | 0.1 | $158k | 4.7k | 33.58 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $150k | 1.0k | 149.70 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $136k | 1.8k | 76.58 | |
| Home Depot (HD) | 0.1 | $134k | 646.00 | 207.43 | |
| Gilead Sciences (GILD) | 0.1 | $134k | 2.0k | 67.51 | |
| Enterprise Products Partners (EPD) | 0.1 | $143k | 5.0k | 28.83 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $132k | 1.2k | 113.60 | |
| iShares Morningstar Small Value (ISCV) | 0.1 | $143k | 1.0k | 137.24 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $133k | 1.6k | 80.85 | |
| Walt Disney Company (DIS) | 0.1 | $115k | 826.00 | 139.23 | |
| Altria (MO) | 0.1 | $127k | 2.7k | 47.37 | |
| Cooper Tire & Rubber Company | 0.1 | $129k | 4.1k | 31.59 | |
| Sierra Wireless | 0.1 | $124k | 10k | 12.04 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $120k | 598.00 | 200.67 | |
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $128k | 2.7k | 47.99 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $116k | 1.7k | 66.51 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $121k | 1.1k | 111.01 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $116k | 926.00 | 125.27 | |
| Cisco Systems (CSCO) | 0.1 | $101k | 1.8k | 54.80 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $103k | 860.00 | 119.77 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $112k | 2.1k | 53.16 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.1 | $113k | 2.3k | 49.43 | |
| Comcast Corporation (CMCSA) | 0.1 | $93k | 2.2k | 42.25 | |
| National Retail Properties (NNN) | 0.1 | $98k | 1.8k | 53.17 | |
| SPDR S&P World ex-US (SPDW) | 0.1 | $91k | 3.1k | 29.73 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $92k | 1.3k | 70.71 | |
| Duke Energy (DUK) | 0.1 | $89k | 1.0k | 87.86 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $97k | 1.8k | 52.98 | |
| BP (BP) | 0.1 | $83k | 2.0k | 41.50 | |
| Bank of America Corporation (BAC) | 0.1 | $81k | 2.8k | 28.85 | |
| Intel Corporation (INTC) | 0.1 | $76k | 1.6k | 47.80 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $72k | 245.00 | 293.88 | |
| General Mills (GIS) | 0.1 | $71k | 1.4k | 52.21 | |
| Oracle Corporation (ORCL) | 0.1 | $77k | 1.4k | 56.70 | |
| Enbridge (ENB) | 0.1 | $74k | 2.0k | 36.12 | |
| Technology SPDR (XLK) | 0.1 | $71k | 909.00 | 78.11 | |
| iShares S&P 100 Index (OEF) | 0.1 | $73k | 565.00 | 129.20 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $75k | 962.00 | 77.96 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $72k | 385.00 | 187.01 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $70k | 1.3k | 53.31 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.1 | $72k | 1.9k | 38.73 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $79k | 1.3k | 58.78 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $80k | 1.4k | 58.65 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.1 | $69k | 1.5k | 46.46 | |
| Paypal Holdings (PYPL) | 0.1 | $73k | 638.00 | 114.42 | |
| America Movil Sab De Cv spon adr l | 0.0 | $55k | 3.8k | 14.43 | |
| Stryker Corporation (SYK) | 0.0 | $54k | 265.00 | 203.77 | |
| Pioneer Natural Resources | 0.0 | $54k | 352.00 | 153.41 | |
| Robert Half International (RHI) | 0.0 | $55k | 962.00 | 57.17 | |
| UMB Financial Corporation (UMBF) | 0.0 | $62k | 947.00 | 65.47 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $55k | 613.00 | 89.72 | |
| Bank Of America Corporation preferred (BAC.PL) | 0.0 | $55k | 40.00 | 1375.00 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $68k | 684.00 | 99.42 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $54k | 1.5k | 35.86 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $65k | 892.00 | 72.87 | |
| Abbvie (ABBV) | 0.0 | $54k | 745.00 | 72.48 | |
| Spire (SR) | 0.0 | $61k | 725.00 | 84.14 | |
| Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.0 | $59k | 3.3k | 17.65 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $61k | 327.00 | 186.54 | |
| Blackstone | 0.0 | $46k | 1.0k | 43.94 | |
| Nasdaq Omx (NDAQ) | 0.0 | $43k | 450.00 | 95.56 | |
| Coca-Cola Company (KO) | 0.0 | $46k | 909.00 | 50.61 | |
| Abbott Laboratories (ABT) | 0.0 | $46k | 546.00 | 84.25 | |
| Chevron Corporation (CVX) | 0.0 | $47k | 377.00 | 124.67 | |
| Genuine Parts Company (GPC) | 0.0 | $52k | 500.00 | 104.00 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $45k | 140.00 | 321.43 | |
| Paychex (PAYX) | 0.0 | $49k | 600.00 | 81.67 | |
| SYSCO Corporation (SYY) | 0.0 | $46k | 651.00 | 70.66 | |
| Valero Energy Corporation (VLO) | 0.0 | $49k | 568.00 | 86.27 | |
| Amgen (AMGN) | 0.0 | $48k | 263.00 | 182.51 | |
| Diageo (DEO) | 0.0 | $39k | 224.00 | 174.11 | |
| Halliburton Company (HAL) | 0.0 | $45k | 2.0k | 22.50 | |
| Honeywell International (HON) | 0.0 | $44k | 250.00 | 176.00 | |
| American Electric Power Company (AEP) | 0.0 | $51k | 580.00 | 87.93 | |
| Lowe's Companies (LOW) | 0.0 | $50k | 493.00 | 101.42 | |
| Enterprise Financial Services (EFSC) | 0.0 | $46k | 1.1k | 41.74 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $44k | 164.00 | 268.29 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $48k | 551.00 | 87.11 | |
| iShares Morningstar Mid Value Idx (IMCV) | 0.0 | $48k | 302.00 | 158.94 | |
| WisdomTree SmallCap Earnings Fund (EES) | 0.0 | $42k | 1.2k | 36.18 | |
| Kinder Morgan (KMI) | 0.0 | $45k | 2.2k | 20.80 | |
| Post Holdings Inc Common (POST) | 0.0 | $43k | 410.00 | 104.88 | |
| Phillips 66 (PSX) | 0.0 | $46k | 497.00 | 92.56 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $49k | 1.2k | 41.04 | |
| MasterCard Incorporated (MA) | 0.0 | $27k | 102.00 | 264.71 | |
| Canadian Natl Ry (CNI) | 0.0 | $37k | 404.00 | 91.58 | |
| Dominion Resources (D) | 0.0 | $23k | 300.00 | 76.67 | |
| 3M Company (MMM) | 0.0 | $32k | 186.00 | 172.04 | |
| Curtiss-Wright (CW) | 0.0 | $32k | 252.00 | 126.98 | |
| Universal Corporation (UVV) | 0.0 | $34k | 567.00 | 59.96 | |
| Tyson Foods (TSN) | 0.0 | $27k | 340.00 | 79.41 | |
| American Financial (AFG) | 0.0 | $32k | 310.00 | 103.23 | |
| eBay (EBAY) | 0.0 | $34k | 865.00 | 39.31 | |
| Merck & Co (MRK) | 0.0 | $26k | 310.00 | 83.87 | |
| Philip Morris International (PM) | 0.0 | $37k | 472.00 | 78.39 | |
| Visa (V) | 0.0 | $29k | 169.00 | 171.60 | |
| Amazon (AMZN) | 0.0 | $32k | 17.00 | 1882.35 | |
| salesforce (CRM) | 0.0 | $29k | 192.00 | 151.04 | |
| Alliance Resource Partners (ARLP) | 0.0 | $35k | 2.1k | 16.92 | |
| Centene Corporation (CNC) | 0.0 | $37k | 700.00 | 52.86 | |
| Icahn Enterprises (IEP) | 0.0 | $36k | 497.00 | 72.43 | |
| Materials SPDR (XLB) | 0.0 | $35k | 600.00 | 58.33 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $23k | 208.00 | 110.58 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $34k | 188.00 | 180.85 | |
| Vanguard Growth ETF (VUG) | 0.0 | $30k | 184.00 | 163.04 | |
| Vanguard Value ETF (VTV) | 0.0 | $27k | 240.00 | 112.50 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $26k | 184.00 | 141.30 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $25k | 286.00 | 87.41 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.0 | $38k | 840.00 | 45.24 | |
| Mondelez Int (MDLZ) | 0.0 | $27k | 499.00 | 54.11 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $24k | 146.00 | 164.38 | |
| One Gas (OGS) | 0.0 | $26k | 285.00 | 91.23 | |
| Nextera Energy Partners (XIFR) | 0.0 | $29k | 606.00 | 47.85 | |
| Ishares Tr Global Reit Etf (REET) | 0.0 | $26k | 978.00 | 26.58 | |
| Eversource Energy (ES) | 0.0 | $23k | 300.00 | 76.67 | |
| Chimera Investment Corp etf | 0.0 | $36k | 1.9k | 18.79 | |
| Bank Of Nt Butterfield&son L (NTB) | 0.0 | $28k | 833.00 | 33.61 | |
| Innovator Etfs Tr ibd 50 etf (FFTY) | 0.0 | $23k | 667.00 | 34.48 | |
| Schwab 1000 Index Etf etf (SCHK) | 0.0 | $27k | 937.00 | 28.82 | |
| Northwest Natural Holdin (NWN) | 0.0 | $28k | 400.00 | 70.00 | |
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.0 | $23k | 355.00 | 64.79 | |
| Corning Incorporated (GLW) | 0.0 | $17k | 498.00 | 34.14 | |
| Northern Trust Corporation (NTRS) | 0.0 | $9.0k | 96.00 | 93.75 | |
| Ecolab (ECL) | 0.0 | $9.0k | 47.00 | 191.49 | |
| Baxter International (BAX) | 0.0 | $16k | 195.00 | 82.05 | |
| Eli Lilly & Co. (LLY) | 0.0 | $17k | 151.00 | 112.58 | |
| Health Care SPDR (XLV) | 0.0 | $13k | 136.00 | 95.59 | |
| United Parcel Service (UPS) | 0.0 | $10k | 94.00 | 106.38 | |
| Cerner Corporation | 0.0 | $9.0k | 128.00 | 70.31 | |
| Edwards Lifesciences (EW) | 0.0 | $10k | 55.00 | 181.82 | |
| Sonoco Products Company (SON) | 0.0 | $13k | 200.00 | 65.00 | |
| Wells Fargo & Company (WFC) | 0.0 | $8.0k | 160.00 | 50.00 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $21k | 71.00 | 295.77 | |
| Interpublic Group of Companies (IPG) | 0.0 | $10k | 456.00 | 21.93 | |
| Olin Corporation (OLN) | 0.0 | $8.0k | 370.00 | 21.62 | |
| Williams-Sonoma (WSM) | 0.0 | $22k | 331.00 | 66.47 | |
| ConocoPhillips (COP) | 0.0 | $20k | 332.00 | 60.24 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $15k | 15.00 | 1000.00 | |
| Ford Motor Company (F) | 0.0 | $13k | 1.3k | 10.05 | |
| Exelon Corporation (EXC) | 0.0 | $14k | 297.00 | 47.14 | |
| Starbucks Corporation (SBUX) | 0.0 | $22k | 265.00 | 83.02 | |
| Accenture (ACN) | 0.0 | $13k | 68.00 | 191.18 | |
| WisdomTree Japan SmallCap Div (DFJ) | 0.0 | $11k | 165.00 | 66.67 | |
| Fifth Third Ban (FITB) | 0.0 | $8.0k | 294.00 | 27.21 | |
| Discovery Communications | 0.0 | $13k | 419.00 | 31.03 | |
| CoStar (CSGP) | 0.0 | $11k | 19.00 | 578.95 | |
| Fiserv (FI) | 0.0 | $9.0k | 95.00 | 94.74 | |
| PPL Corporation (PPL) | 0.0 | $9.0k | 299.00 | 30.10 | |
| Sempra Energy (SRE) | 0.0 | $8.0k | 56.00 | 142.86 | |
| Verisk Analytics (VRSK) | 0.0 | $8.0k | 54.00 | 148.15 | |
| 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 | $15k | 42.00 | 357.14 | |
| HEICO Corporation (HEI) | 0.0 | $10k | 77.00 | 129.87 | |
| MetLife (MET) | 0.0 | $9.0k | 187.00 | 48.13 | |
| South Jersey Industries | 0.0 | $13k | 400.00 | 32.50 | |
| UGI Corporation (UGI) | 0.0 | $10k | 190.00 | 52.63 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $11k | 31.00 | 354.84 | |
| Aqua America | 0.0 | $12k | 300.00 | 40.00 | |
| VMware | 0.0 | $17k | 100.00 | 170.00 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $19k | 687.00 | 27.66 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $19k | 167.00 | 113.77 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $10k | 64.00 | 156.25 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $19k | 92.00 | 206.52 | |
| iShares MSCI BRIC Index Fund (BKF) | 0.0 | $13k | 300.00 | 43.33 | |
| iShares S&P Global Industrials Sec (EXI) | 0.0 | $16k | 170.00 | 94.12 | |
| WisdomTree Equity Income Fund (DHS) | 0.0 | $15k | 200.00 | 75.00 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $20k | 200.00 | 100.00 | |
| Vanguard Scottsdale Fds cmn (VTWV) | 0.0 | $13k | 121.00 | 107.44 | |
| Te Connectivity Ltd for | 0.0 | $18k | 188.00 | 95.74 | |
| Citigroup (C) | 0.0 | $14k | 200.00 | 70.00 | |
| Facebook Inc cl a (META) | 0.0 | $9.0k | 49.00 | 183.67 | |
| stock | 0.0 | $8.0k | 62.00 | 129.03 | |
| Servicenow (NOW) | 0.0 | $15k | 54.00 | 277.78 | |
| First Tr Exchange-traded Fd no amer energy (EMLP) | 0.0 | $16k | 650.00 | 24.62 | |
| Workday Inc cl a (WDAY) | 0.0 | $9.0k | 42.00 | 214.29 | |
| Citizens Financial (CFG) | 0.0 | $12k | 350.00 | 34.29 | |
| Walgreen Boots Alliance | 0.0 | $14k | 262.00 | 53.44 | |
| J P Morgan Exchange Traded F div rtn int eq (JPIN) | 0.0 | $13k | 231.00 | 56.28 | |
| Aerojet Rocketdy | 0.0 | $9.0k | 200.00 | 45.00 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $21k | 19.00 | 1105.26 | |
| Etf Ser Solutions loncar cancer | 0.0 | $21k | 973.00 | 21.58 | |
| 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 | |
| Vistra Energy (VST) | 0.0 | $9.0k | 408.00 | 22.06 | |
| Global Dragon China Etf (PGJ) | 0.0 | $19k | 500.00 | 38.00 | |
| Dow (DOW) | 0.0 | $10k | 199.00 | 50.25 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $7.0k | 173.00 | 40.46 | |
| Ansys (ANSS) | 0.0 | $6.0k | 28.00 | 214.29 | |
| American Express Company (AXP) | 0.0 | $5.0k | 43.00 | 116.28 | |
| FirstEnergy (FE) | 0.0 | $5.0k | 111.00 | 45.05 | |
| Autodesk (ADSK) | 0.0 | $6.0k | 39.00 | 153.85 | |
| Ritchie Bros. Auctioneers Inco | 0.0 | $6.0k | 180.00 | 33.33 | |
| Rollins (ROL) | 0.0 | $7.0k | 184.00 | 38.04 | |
| Travelers Companies (TRV) | 0.0 | $7.0k | 46.00 | 152.17 | |
| 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 | |
| CVS Caremark Corporation (CVS) | 0.0 | $6.0k | 101.00 | 59.41 | |
| 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 | $7.0k | 110.00 | 63.64 | |
| United Technologies Corporation | 0.0 | $7.0k | 50.00 | 140.00 | |
| Advance Auto Parts (AAP) | 0.0 | $4.0k | 23.00 | 173.91 | |
| Grand Canyon Education (LOPE) | 0.0 | $7.0k | 57.00 | 122.81 | |
| Fastenal Company (FAST) | 0.0 | $7.0k | 218.00 | 32.11 | |
| Carlisle Companies (CSL) | 0.0 | $7.0k | 48.00 | 145.83 | |
| 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 | $6.0k | 16.00 | 375.00 | |
| Piper Jaffray Companies (PIPR) | 0.0 | $1.0k | 7.00 | 142.86 | |
| 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 | |
| KAR Auction Services (KAR) | 0.0 | $4.0k | 168.00 | 23.81 | |
| 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 | |
| iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) | 0.0 | $5.0k | 163.00 | 30.67 | |
| Nuveen Muni Value Fund (NUV) | 0.0 | $5.0k | 500.00 | 10.00 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $7.0k | 53.00 | 132.08 | |
| Wisdomtree Tr em lcl debt (ELD) | 0.0 | $5.0k | 145.00 | 34.48 | |
| 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 | $7.0k | 59.00 | 118.64 | |
| Five Below (FIVE) | 0.0 | $5.0k | 41.00 | 121.95 | |
| Ryman Hospitality Pptys (RHP) | 0.0 | $6.0k | 73.00 | 82.19 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $2.0k | 39.00 | 51.28 | |
| Pentair cs (PNR) | 0.0 | $2.0k | 44.00 | 45.45 | |
| Ally Financial (ALLY) | 0.0 | $5.0k | 151.00 | 33.11 | |
| Paycom Software (PAYC) | 0.0 | $7.0k | 33.00 | 212.12 | |
| Globant S A (GLOB) | 0.0 | $7.0k | 68.00 | 102.94 | |
| Transunion (TRU) | 0.0 | $6.0k | 82.00 | 73.17 | |
| 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 | |
| S&p Global (SPGI) | 0.0 | $6.0k | 28.00 | 214.29 | |
| Ihs Markit | 0.0 | $6.0k | 98.00 | 61.22 | |
| 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 | $6.0k | 88.00 | 68.18 | |
| 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 | 5.00 | 0.00 | |
| Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) | 0.0 | $6.0k | 350.00 | 17.14 | |
| Evergy (EVRG) | 0.0 | $7.0k | 123.00 | 56.91 | |
| Pluralsight Inc Cl A | 0.0 | $4.0k | 141.00 | 28.37 | |
| Axa Equitable Hldgs | 0.0 | $3.0k | 156.00 | 19.23 | |
| Cigna Corp (CI) | 0.0 | $2.0k | 11.00 | 181.82 |