Brand Asset Management Group as of Dec. 31, 2019
Portfolio Holdings for Brand Asset Management Group
Brand Asset Management Group holds 312 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 10.4 | $16M | 262k | 62.28 | |
| Ishares Inc core msci emkt (IEMG) | 9.9 | $16M | 290k | 53.76 | |
| Schwab Strategic Tr us reit etf (SCHH) | 5.6 | $8.7M | 190k | 45.96 | |
| iShares Russell 1000 Growth Index (IWF) | 5.3 | $8.3M | 47k | 175.91 | |
| Vanguard Mid-Cap ETF (VO) | 5.3 | $8.3M | 47k | 178.17 | |
| iShares S&P MidCap 400 Index (IJH) | 5.1 | $8.0M | 39k | 205.82 | |
| Schwab International Equity ETF (SCHF) | 4.3 | $6.7M | 199k | 33.63 | |
| iShares Russell 1000 Value Index (IWD) | 4.3 | $6.7M | 49k | 136.49 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 3.6 | $5.6M | 206k | 27.37 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 3.3 | $5.2M | 29k | 180.92 | |
| iShares Morningstar Large Core Idx (ILCB) | 2.5 | $4.0M | 22k | 184.48 | |
| iShares S&P 500 Index (IVV) | 2.4 | $3.7M | 12k | 323.26 | |
| Sch Us Mid-cap Etf etf (SCHM) | 2.1 | $3.2M | 54k | 60.16 | |
| iShares Morningstar Mid Core Index (IMCB) | 1.8 | $2.8M | 14k | 209.54 | |
| Schwab U S Small Cap ETF (SCHA) | 1.8 | $2.8M | 37k | 75.64 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.6 | $2.4M | 32k | 76.81 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 1.4 | $2.3M | 66k | 34.65 | |
| iShares Morningstar Small Core Idx (ISCB) | 1.4 | $2.2M | 12k | 188.84 | |
| iShares Morningstar Large Growth (ILCG) | 1.3 | $2.0M | 9.6k | 210.00 | |
| iShares Russell 1000 Index (IWB) | 1.1 | $1.7M | 9.6k | 178.44 | |
| Vanguard Mega Cap 300 Index (MGC) | 1.0 | $1.6M | 15k | 111.74 | |
| UnitedHealth (UNH) | 1.0 | $1.6M | 5.4k | 293.91 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.0 | $1.6M | 24k | 65.26 | |
| iShares Russell 2000 Index (IWM) | 1.0 | $1.5M | 9.3k | 165.70 | |
| Ishares Tr cmn (STIP) | 1.0 | $1.5M | 15k | 100.72 | |
| Spdr S&p 500 Etf (SPY) | 0.9 | $1.3M | 4.2k | 321.94 | |
| Vanguard Emerging Markets ETF (VWO) | 0.7 | $1.2M | 26k | 44.45 | |
| Vanguard Europe Pacific ETF (VEA) | 0.6 | $997k | 23k | 44.07 | |
| Vanguard Small-Cap ETF (VB) | 0.6 | $971k | 5.9k | 165.61 | |
| Vanguard Total World Stock Idx (VT) | 0.6 | $956k | 12k | 80.99 | |
| iShares Morningstar Large Value (ILCV) | 0.6 | $942k | 8.0k | 117.22 | |
| Boeing Company (BA) | 0.6 | $862k | 2.6k | 325.77 | |
| Microsoft Corporation (MSFT) | 0.5 | $793k | 5.0k | 157.69 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $806k | 3.6k | 226.53 | |
| SPDR S&P International Small Cap (GWX) | 0.5 | $807k | 25k | 31.86 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.5 | $751k | 8.1k | 92.90 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.4 | $694k | 5.8k | 119.86 | |
| Procter & Gamble Company (PG) | 0.4 | $667k | 5.3k | 124.86 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $643k | 9.3k | 69.45 | |
| Schwab Strategic Tr cmn (SCHV) | 0.4 | $638k | 11k | 60.13 | |
| Johnson & Johnson (JNJ) | 0.4 | $625k | 4.3k | 145.96 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $615k | 14k | 44.86 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.4 | $609k | 12k | 51.55 | |
| Vanguard European ETF (VGK) | 0.4 | $566k | 9.7k | 58.60 | |
| Ishares Tr Global Reit Etf (REET) | 0.3 | $478k | 17k | 27.62 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $455k | 3.3k | 139.40 | |
| iShares Russell Microcap Index (IWC) | 0.3 | $457k | 4.6k | 99.54 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.3 | $441k | 3.2k | 137.13 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.3 | $422k | 7.9k | 53.40 | |
| Ameren Corporation (AEE) | 0.2 | $355k | 4.6k | 76.72 | |
| Pepsi (PEP) | 0.2 | $354k | 2.6k | 136.63 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.2 | $354k | 4.5k | 79.25 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $321k | 5.4k | 59.62 | |
| Apple (AAPL) | 0.2 | $305k | 1.0k | 293.83 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $302k | 805.00 | 375.16 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $297k | 1.0k | 295.52 | |
| SPX Corporation | 0.2 | $287k | 5.6k | 50.81 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $278k | 5.0k | 55.60 | |
| Spx Flow | 0.2 | $277k | 5.7k | 48.84 | |
| Pfizer (PFE) | 0.2 | $270k | 6.9k | 39.19 | |
| Vanguard Pacific ETF (VPL) | 0.2 | $268k | 3.9k | 69.57 | |
| Nextera Energy (NEE) | 0.2 | $251k | 1.0k | 242.51 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.2 | $248k | 3.1k | 80.60 | |
| Verizon Communications (VZ) | 0.1 | $229k | 3.7k | 61.30 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $225k | 2.0k | 111.00 | |
| McDonald's Corporation (MCD) | 0.1 | $202k | 1.0k | 198.04 | |
| U.S. Bancorp (USB) | 0.1 | $190k | 3.2k | 59.21 | |
| At&t (T) | 0.1 | $184k | 4.7k | 39.06 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $189k | 3.0k | 63.00 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 0.1 | $194k | 738.00 | 262.87 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $178k | 1.6k | 114.54 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $159k | 1.0k | 158.68 | |
| iShares Morningstar Small Value (ISCV) | 0.1 | $150k | 1.0k | 143.95 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $157k | 2.9k | 53.55 | |
| Public Storage (PSA) | 0.1 | $147k | 692.00 | 212.43 | |
| Altria (MO) | 0.1 | $134k | 2.7k | 50.04 | |
| Enterprise Products Partners (EPD) | 0.1 | $140k | 5.0k | 28.23 | |
| Sierra Wireless | 0.1 | $149k | 16k | 9.53 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $142k | 1.6k | 86.32 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.1 | $148k | 3.0k | 49.25 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $124k | 1.8k | 69.58 | |
| Home Depot (HD) | 0.1 | $131k | 602.00 | 217.61 | |
| Walt Disney Company (DIS) | 0.1 | $119k | 826.00 | 144.07 | |
| Gilead Sciences (GILD) | 0.1 | $130k | 2.0k | 65.03 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $128k | 598.00 | 214.05 | |
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $133k | 2.7k | 49.87 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $125k | 1.7k | 72.97 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $118k | 990.00 | 119.19 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $123k | 926.00 | 132.83 | |
| Cooper Tire & Rubber Company | 0.1 | $117k | 4.1k | 28.66 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $108k | 860.00 | 125.58 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $103k | 1.7k | 59.13 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $112k | 1.9k | 57.97 | |
| Comcast Corporation (CMCSA) | 0.1 | $99k | 2.2k | 44.98 | |
| Bank of America Corporation (BAC) | 0.1 | $100k | 2.8k | 35.32 | |
| Cisco Systems (CSCO) | 0.1 | $88k | 1.8k | 47.75 | |
| Emerson Electric (EMR) | 0.1 | $95k | 1.2k | 76.12 | |
| National Retail Properties (NNN) | 0.1 | $99k | 1.8k | 53.72 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $101k | 1.9k | 53.84 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $100k | 1.1k | 91.07 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $100k | 1.3k | 76.86 | |
| Duke Energy (DUK) | 0.1 | $92k | 1.0k | 90.82 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $87k | 1.4k | 61.75 | |
| Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.1 | $99k | 5.5k | 17.86 | |
| BP (BP) | 0.1 | $75k | 2.0k | 37.50 | |
| Intel Corporation (INTC) | 0.1 | $78k | 1.3k | 60.09 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $80k | 245.00 | 326.53 | |
| General Mills (GIS) | 0.1 | $73k | 1.4k | 53.68 | |
| Oracle Corporation (ORCL) | 0.1 | $72k | 1.4k | 53.02 | |
| Enbridge (ENB) | 0.1 | $81k | 2.0k | 39.53 | |
| Technology SPDR (XLK) | 0.1 | $83k | 909.00 | 91.31 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $72k | 684.00 | 105.26 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $81k | 962.00 | 84.20 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.1 | $86k | 1.8k | 46.64 | |
| America Movil Sab De Cv spon adr l | 0.0 | $61k | 3.8k | 16.01 | |
| SYSCO Corporation (SYY) | 0.0 | $63k | 739.00 | 85.25 | |
| Amgen (AMGN) | 0.0 | $63k | 263.00 | 239.54 | |
| Stryker Corporation (SYK) | 0.0 | $56k | 265.00 | 211.32 | |
| Lowe's Companies (LOW) | 0.0 | $59k | 493.00 | 119.68 | |
| Robert Half International (RHI) | 0.0 | $61k | 962.00 | 63.41 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $58k | 613.00 | 94.62 | |
| Bank Of America Corporation preferred (BAC.PL) | 0.0 | $58k | 40.00 | 1450.00 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $62k | 310.00 | 200.00 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $62k | 666.00 | 93.09 | |
| SPDR S&P International Dividend (DWX) | 0.0 | $55k | 1.4k | 40.44 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $66k | 892.00 | 73.99 | |
| Phillips 66 (PSX) | 0.0 | $55k | 497.00 | 110.66 | |
| Abbvie (ABBV) | 0.0 | $58k | 659.00 | 88.01 | |
| Paypal Holdings (PYPL) | 0.0 | $69k | 638.00 | 108.15 | |
| Spire (SR) | 0.0 | $60k | 725.00 | 82.76 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $70k | 327.00 | 214.07 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $60k | 1.1k | 56.23 | |
| Nasdaq Omx (NDAQ) | 0.0 | $48k | 450.00 | 106.67 | |
| Coca-Cola Company (KO) | 0.0 | $50k | 909.00 | 55.01 | |
| Chevron Corporation (CVX) | 0.0 | $45k | 377.00 | 119.36 | |
| Genuine Parts Company (GPC) | 0.0 | $53k | 500.00 | 106.00 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $48k | 140.00 | 342.86 | |
| Valero Energy Corporation (VLO) | 0.0 | $54k | 580.00 | 93.10 | |
| Halliburton Company (HAL) | 0.0 | $49k | 2.0k | 24.50 | |
| Honeywell International (HON) | 0.0 | $44k | 250.00 | 176.00 | |
| American Electric Power Company (AEP) | 0.0 | $44k | 465.00 | 94.62 | |
| Pioneer Natural Resources | 0.0 | $53k | 352.00 | 150.57 | |
| iShares S&P 100 Index (OEF) | 0.0 | $43k | 301.00 | 142.86 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $43k | 223.00 | 192.83 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $47k | 164.00 | 286.59 | |
| iShares Morningstar Mid Value Idx (IMCV) | 0.0 | $46k | 273.00 | 168.50 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $48k | 1.2k | 38.80 | |
| Post Holdings Inc Common (POST) | 0.0 | $45k | 410.00 | 109.76 | |
| Chimera Investment Corp etf | 0.0 | $41k | 2.0k | 20.36 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $49k | 1.2k | 40.60 | |
| Jpmorgan Exchange Traded Fd Betabuldrs Cda | 0.0 | $44k | 1.7k | 26.27 | |
| MasterCard Incorporated (MA) | 0.0 | $30k | 102.00 | 294.12 | |
| Canadian Natl Ry (CNI) | 0.0 | $37k | 404.00 | 91.58 | |
| Abbott Laboratories (ABT) | 0.0 | $30k | 345.00 | 86.96 | |
| Dominion Resources (D) | 0.0 | $26k | 312.00 | 83.33 | |
| 3M Company (MMM) | 0.0 | $33k | 186.00 | 177.42 | |
| Curtiss-Wright (CW) | 0.0 | $36k | 252.00 | 142.86 | |
| Union Pacific Corporation (UNP) | 0.0 | $26k | 145.00 | 179.31 | |
| Universal Corporation (UVV) | 0.0 | $33k | 582.00 | 56.70 | |
| Tyson Foods (TSN) | 0.0 | $31k | 340.00 | 91.18 | |
| American Financial (AFG) | 0.0 | $34k | 310.00 | 109.68 | |
| Diageo (DEO) | 0.0 | $38k | 224.00 | 169.64 | |
| eBay (EBAY) | 0.0 | $31k | 865.00 | 35.84 | |
| Merck & Co (MRK) | 0.0 | $28k | 310.00 | 90.32 | |
| Visa (V) | 0.0 | $32k | 169.00 | 189.35 | |
| Amazon (AMZN) | 0.0 | $31k | 17.00 | 1823.53 | |
| salesforce (CRM) | 0.0 | $31k | 192.00 | 161.46 | |
| Alliance Resource Partners (ARLP) | 0.0 | $24k | 2.2k | 10.73 | |
| Centene Corporation (CNC) | 0.0 | $38k | 600.00 | 63.33 | |
| Icahn Enterprises (IEP) | 0.0 | $31k | 497.00 | 62.37 | |
| Materials SPDR (XLB) | 0.0 | $37k | 600.00 | 61.67 | |
| Vanguard Growth ETF (VUG) | 0.0 | $33k | 181.00 | 182.32 | |
| Vanguard Value ETF (VTV) | 0.0 | $29k | 240.00 | 120.83 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $28k | 184.00 | 152.17 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $33k | 866.00 | 38.11 | |
| Vanguard Scottsdale Fds cmn (VTWV) | 0.0 | $34k | 300.00 | 113.33 | |
| Mondelez Int (MDLZ) | 0.0 | $26k | 465.00 | 55.91 | |
| One Gas (OGS) | 0.0 | $27k | 285.00 | 94.74 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $25k | 19.00 | 1315.79 | |
| Bank Of Nt Butterfield&son L (NTB) | 0.0 | $31k | 833.00 | 37.21 | |
| Schwab 1000 Index Etf etf (SCHK) | 0.0 | $31k | 984.00 | 31.50 | |
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.0 | $35k | 545.00 | 64.22 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $10k | 173.00 | 57.80 | |
| Corning Incorporated (GLW) | 0.0 | $15k | 505.00 | 29.70 | |
| Northern Trust Corporation (NTRS) | 0.0 | $10k | 96.00 | 104.17 | |
| 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 | $20k | 151.00 | 132.45 | |
| Health Care SPDR (XLV) | 0.0 | $14k | 136.00 | 102.94 | |
| United Parcel Service (UPS) | 0.0 | $11k | 94.00 | 117.02 | |
| Cerner Corporation | 0.0 | $9.0k | 128.00 | 70.31 | |
| Edwards Lifesciences (EW) | 0.0 | $13k | 55.00 | 236.36 | |
| Paychex (PAYX) | 0.0 | $11k | 127.00 | 86.61 | |
| Ritchie Bros. Auctioneers Inco | 0.0 | $8.0k | 180.00 | 44.44 | |
| Sonoco Products Company (SON) | 0.0 | $12k | 200.00 | 60.00 | |
| Wells Fargo & Company (WFC) | 0.0 | $9.0k | 160.00 | 56.25 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $23k | 71.00 | 323.94 | |
| Analog Devices (ADI) | 0.0 | $8.0k | 65.00 | 123.08 | |
| Universal Health Services (UHS) | 0.0 | $8.0k | 53.00 | 150.94 | |
| Interpublic Group of Companies (IPG) | 0.0 | $11k | 456.00 | 24.12 | |
| CVS Caremark Corporation (CVS) | 0.0 | $8.0k | 101.00 | 79.21 | |
| ConocoPhillips (COP) | 0.0 | $13k | 200.00 | 65.00 | |
| Philip Morris International (PM) | 0.0 | $16k | 185.00 | 86.49 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $17k | 15.00 | 1133.33 | |
| Ford Motor Company (F) | 0.0 | $12k | 1.3k | 8.98 | |
| Exelon Corporation (EXC) | 0.0 | $14k | 297.00 | 47.14 | |
| Starbucks Corporation (SBUX) | 0.0 | $23k | 265.00 | 86.79 | |
| Accenture (ACN) | 0.0 | $14k | 68.00 | 205.88 | |
| Fifth Third Ban (FITB) | 0.0 | $9.0k | 294.00 | 30.61 | |
| Discovery Communications | 0.0 | $14k | 419.00 | 33.41 | |
| CoStar (CSGP) | 0.0 | $11k | 19.00 | 578.95 | |
| Fiserv (FI) | 0.0 | $11k | 95.00 | 115.79 | |
| PPL Corporation (PPL) | 0.0 | $11k | 299.00 | 36.79 | |
| Sempra Energy (SRE) | 0.0 | $8.0k | 56.00 | 142.86 | |
| Fastenal Company (FAST) | 0.0 | $8.0k | 218.00 | 36.70 | |
| Verisk Analytics (VRSK) | 0.0 | $8.0k | 54.00 | 148.15 | |
| J.M. Smucker Company (SJM) | 0.0 | $10k | 100.00 | 100.00 | |
| Kennametal (KMT) | 0.0 | $14k | 386.00 | 36.27 | |
| Carlisle Companies (CSL) | 0.0 | $8.0k | 48.00 | 166.67 | |
| Illumina (ILMN) | 0.0 | $14k | 42.00 | 333.33 | |
| HEICO Corporation (HEI) | 0.0 | $9.0k | 77.00 | 116.88 | |
| MetLife (MET) | 0.0 | $8.0k | 156.00 | 51.28 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $8.0k | 31.00 | 258.06 | |
| West Pharmaceutical Services (WST) | 0.0 | $8.0k | 50.00 | 160.00 | |
| VMware | 0.0 | $15k | 100.00 | 150.00 | |
| Enterprise Financial Services (EFSC) | 0.0 | $18k | 376.00 | 47.87 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $23k | 208.00 | 110.58 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $21k | 687.00 | 30.57 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $20k | 167.00 | 119.76 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $10k | 64.00 | 156.25 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $23k | 92.00 | 250.00 | |
| iShares MSCI BRIC Index Fund (BKF) | 0.0 | $14k | 300.00 | 46.67 | |
| iShares S&P Global Industrials Sec (EXI) | 0.0 | $17k | 170.00 | 100.00 | |
| WisdomTree Equity Income Fund (DHS) | 0.0 | $15k | 200.00 | 75.00 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $8.0k | 53.00 | 150.94 | |
| Pimco Municipal Income Fund II (PML) | 0.0 | $12k | 756.00 | 15.87 | |
| Reaves Utility Income Fund (UTG) | 0.0 | $13k | 338.00 | 38.46 | |
| Te Connectivity Ltd for | 0.0 | $18k | 188.00 | 95.74 | |
| Blackrock Util & Infrastrctu (BUI) | 0.0 | $9.0k | 418.00 | 21.53 | |
| Facebook Inc cl a (META) | 0.0 | $10k | 49.00 | 204.08 | |
| stock | 0.0 | $9.0k | 62.00 | 145.16 | |
| Servicenow (NOW) | 0.0 | $15k | 54.00 | 277.78 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $21k | 146.00 | 143.84 | |
| Nextera Energy Partners (XIFR) | 0.0 | $18k | 340.00 | 52.94 | |
| Paycom Software (PAYC) | 0.0 | $9.0k | 33.00 | 272.73 | |
| Citizens Financial (CFG) | 0.0 | $14k | 350.00 | 40.00 | |
| Walgreen Boots Alliance | 0.0 | $15k | 262.00 | 57.25 | |
| Aerojet Rocketdy | 0.0 | $9.0k | 200.00 | 45.00 | |
| Etf Ser Solutions loncar cancer | 0.0 | $23k | 973.00 | 23.64 | |
| Willis Towers Watson (WTW) | 0.0 | $8.0k | 38.00 | 210.53 | |
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $11k | 231.00 | 47.62 | |
| S&p Global (SPGI) | 0.0 | $8.0k | 28.00 | 285.71 | |
| Vistra Energy (VST) | 0.0 | $9.0k | 408.00 | 22.06 | |
| Innovator Etfs Tr ibd 50 etf (FFTY) | 0.0 | $23k | 667.00 | 34.48 | |
| Booking Holdings (BKNG) | 0.0 | $8.0k | 4.00 | 2000.00 | |
| Global Dragon China Etf (PGJ) | 0.0 | $21k | 500.00 | 42.00 | |
| Jp Morgan Exchange Traded Fd betbuld japan | 0.0 | $17k | 711.00 | 23.91 | |
| Jp Morgan Exchange Traded Fd fund | 0.0 | $15k | 585.00 | 25.64 | |
| Dow (DOW) | 0.0 | $11k | 199.00 | 55.28 | |
| Iaa | 0.0 | $8.0k | 168.00 | 47.62 | |
| Ansys (ANSS) | 0.0 | $7.0k | 28.00 | 250.00 | |
| 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 | $7.0k | 39.00 | 179.49 | |
| Rollins (ROL) | 0.0 | $6.0k | 184.00 | 32.61 | |
| Travelers Companies (TRV) | 0.0 | $6.0k | 46.00 | 130.43 | |
| Novartis (NVS) | 0.0 | $6.0k | 62.00 | 96.77 | |
| Olin Corporation (OLN) | 0.0 | $7.0k | 379.00 | 18.47 | |
| 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 | $7.0k | 50.00 | 140.00 | |
| Advance Auto Parts (AAP) | 0.0 | $4.0k | 23.00 | 173.91 | |
| Grand Canyon Education (LOPE) | 0.0 | $5.0k | 57.00 | 87.72 | |
| Ventas (VTR) | 0.0 | $7.0k | 118.00 | 59.32 | |
| Entergy Corporation (ETR) | 0.0 | $7.0k | 61.00 | 114.75 | |
| Align Technology (ALGN) | 0.0 | $6.0k | 21.00 | 285.71 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $7.0k | 16.00 | 437.50 | |
| Gentex Corporation (GNTX) | 0.0 | $4.0k | 140.00 | 28.57 | |
| 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 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $6.0k | 61.00 | 98.36 | |
| 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 | |
| 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 | 5.00 | 0.00 | |
| Proto Labs (PRLB) | 0.0 | $6.0k | 59.00 | 101.69 | |
| Five Below (FIVE) | 0.0 | $5.0k | 41.00 | 121.95 | |
| Ryman Hospitality Pptys (RHP) | 0.0 | $6.0k | 73.00 | 82.19 | |
| Workday Inc cl a (WDAY) | 0.0 | $7.0k | 42.00 | 166.67 | |
| 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 | |
| Globant S A (GLOB) | 0.0 | $7.0k | 68.00 | 102.94 | |
| Transunion (TRU) | 0.0 | $7.0k | 82.00 | 85.37 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $3.0k | 2.00 | 1500.00 | |
| Square Inc cl a (XYZ) | 0.0 | $7.0k | 105.00 | 66.67 | |
| Ihs Markit | 0.0 | $7.0k | 98.00 | 71.43 | |
| Ishares Msci Japan (EWJ) | 0.0 | $7.0k | 117.00 | 59.83 | |
| Adient (ADNT) | 0.0 | $0 | 17.00 | 0.00 | |
| Frontier Communication | 0.0 | $0 | 3.00 | 0.00 | |
| Encompass Health Corp (EHC) | 0.0 | $6.0k | 88.00 | 68.18 | |
| 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 | |
| Axa Equitable Hldgs | 0.0 | $4.0k | 156.00 | 25.64 | |
| Jpmorgan Exchange Traded Fd Betabuldr Deve | 0.0 | $6.0k | 222.00 | 27.03 | |
| Cigna Corp (CI) | 0.0 | $1.0k | 5.00 | 200.00 | |
| Alcon (ALC) | 0.0 | $999.960000 | 12.00 | 83.33 | |
| Corteva (CTVA) | 0.0 | $6.0k | 199.00 | 30.15 |