13F-HR filed by CX Institutional
CX Institutional filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-01-21, with 728 holding rows worth $572,991,000.
- Accession
- 0001737089-20-000001
- Filer
- CIK 1737089
- Filed
- 2020-01-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 728 entries on the cover page, a total value of $572,991,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $572,991,000 with VALUE read as thousands by filing date, 13F file number 028-18844. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 556,026 | $32,439,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 292,285 | $21,246,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 195,389 | $21,018,000 | thousands by filing date | |
| ISHARES INC | 464286392 | MSCI WORLD ETF | 191,131 | $18,880,000 | thousands by filing date | |
| LEGG MASON ETF INVT | 52468L406 | FRANKLIN US LOW | 499,141 | $17,001,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 47,785 | $15,446,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 94,407 | $13,957,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E198 | S&P MIDCP LOW | 247,921 | $13,341,000 | thousands by filing date | |
| iShares Russell Midcap ETF | 464287499 | SHS | 220,769 | $13,162,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 68,267 | $12,164,000 | thousands by filing date | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 240,531 | $11,784,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 119,602 | $11,208,000 | thousands by filing date | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 168,030 | $10,867,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 138,241 | $10,304,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G102 | S&P SMLCP LOW | 193,068 | $9,823,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 233,659 | $9,314,000 | thousands by filing date | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 249,295 | $8,703,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 216,129 | $8,222,000 | thousands by filing date | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 224,806 | $7,547,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 70,087 | $7,424,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 87,651 | $7,418,000 | thousands by filing date | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 143,152 | $7,241,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 42,283 | $7,004,000 | thousands by filing date | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 130,891 | $6,821,000 | thousands by filing date | |
| PHILLIPS 66 COM | 718546104 | Stock | 60,074 | $6,693,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 37,018 | $6,133,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 53,698 | $6,132,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 120,629 | $5,924,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 96,464 | $5,719,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 122,911 | $5,626,000 | thousands by filing date | |
| ISHARES TR | 46435G433 | MSCI USA SMCP MN | 157,540 | $5,588,000 | thousands by filing date | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 49,174 | $4,605,000 | thousands by filing date | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 76,077 | $4,463,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 66,684 | $4,374,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 57,428 | $4,266,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 16,364 | $3,945,000 | thousands by filing date | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 68,329 | $3,848,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 23,959 | $3,778,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 73,201 | $3,653,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 17,657 | $3,217,000 | thousands by filing date | |
| STATE STR CORP COM | 857477103 | Stock | 40,135 | $3,175,000 | thousands by filing date | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 19,633 | $3,134,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X594 | ITL HDG QTLY DIV | 84,588 | $3,073,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 20,404 | $2,976,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 32,410 | $2,971,000 | thousands by filing date | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 24,824 | $2,959,000 | thousands by filing date | |
| ISHARES INC | 464286509 | MSCI CDA ETF | 98,329 | $2,939,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 9,817 | $2,886,000 | thousands by filing date | |
| ISHARES INC MSCI HONG KG ETF | 464286871 | MSCI HONG KG ETF | 118,295 | $2,878,000 | thousands by filing date | |
| GLOBAL X FDS | 37950E192 | GBL X MSCI PT ET | 258,306 | $2,872,000 | thousands by filing date | |
| AON PLC | G0408V102 | SHS CL A | 13,662 | $2,846,000 | thousands by filing date | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 93,136 | $2,842,000 | thousands by filing date | |
| ISHARES INC | 464286103 | MSCI AUST ETF | 123,350 | $2,793,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 12,444 | $2,717,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 31,687 | $2,582,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 21,246 | $2,560,000 | thousands by filing date | |
| KROGER CO COM | 501044101 | Stock | 85,818 | $2,488,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 13,110 | $2,463,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 46,470 | $2,376,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 52,688 | $2,369,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 13,013 | $2,296,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 7,754 | $2,277,000 | thousands by filing date | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 58,509 | $2,263,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 34,739 | $2,189,000 | thousands by filing date | |
| SEAGATE TECHNOLOGY PLC | G7945M107 | SHS | 36,444 | $2,168,000 | thousands by filing date | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 61,397 | $2,158,000 | thousands by filing date | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 91,493 | $2,113,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 7,182 | $2,111,000 | thousands by filing date | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 35,658 | $2,102,000 | thousands by filing date | |
| GOLDMAN SACHS ETF TR | 381430479 | ACCESS INVT GR | 39,681 | $2,087,000 | thousands by filing date | |
| HOLLYFRONTIER CORP | 436106108 | COM | 40,568 | $2,057,000 | thousands by filing date | |
| TAPESTRY INC COM | 876030107 | Stock | 75,625 | $2,040,000 | thousands by filing date | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 34,392 | $2,011,000 | thousands by filing date | |
| Waste Management, Inc. | 94106L109 | COM | 17,542 | $1,999,000 | thousands by filing date | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 36,374 | $1,963,000 | thousands by filing date | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 32,191 | $1,940,000 | thousands by filing date | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 15,223 | $1,911,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 15,490 | $1,841,000 | thousands by filing date | |
| ISHARES INC | 464286301 | CMN | 91,525 | $1,828,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,750 | $1,755,000 | thousands by filing date | |
| MGC | 921910873 | COM | 15,618 | $1,745,000 | thousands by filing date | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 25,402 | $1,718,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 13,304 | $1,495,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A607 | ST STR DOW REIT | 14,567 | $1,486,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 20,300 | $1,410,000 | thousands by filing date | |
| NASDAQ INC COM | 631103108 | Stock | 12,916 | $1,383,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 25,894 | $1,372,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,645 | $1,345,000 | thousands by filing date | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 36,782 | $1,333,000 | thousands by filing date | |
| ZIONS BANCORPORATION | 989701107 | COM | 25,596 | $1,329,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 10,438 | $1,304,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 9,326 | $1,275,000 | thousands by filing date | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 9,188 | $1,259,000 | thousands by filing date | |
| BEST BUY INC COM | 086516101 | Stock | 14,335 | $1,259,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 22,737 | $1,258,000 | thousands by filing date | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 18,460 | $1,251,000 | thousands by filing date | |
| Lockheed Martin Corporation | 539830109 | COM | 3,176 | $1,237,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 17,505 | $1,221,000 | thousands by filing date | |
| ISHARES TR | 464287192 | US TRSPRTION | 6,195 | $1,212,000 | thousands by filing date | |
| HORIZON BANCORP IND | 440407104 | COM | 63,306 | $1,203,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 26,955 | $1,199,000 | thousands by filing date | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 18,343 | $1,185,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A789 | ST STR SP INS | 32,570 | $1,154,000 | thousands by filing date | |
| COPART INC COM | 217204106 | Stock | 12,550 | $1,141,000 | thousands by filing date | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 12,000 | $1,141,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 5,737 | $1,134,000 | thousands by filing date | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 10,061 | $1,127,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 29,567 | $1,044,000 | thousands by filing date | |
| FS KKR CAPITAL CORP | 302635107 | COM | 170,281 | $1,044,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 26,026 | $1,020,000 | thousands by filing date | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 30,889 | $1,008,000 | thousands by filing date | |
| HANESBRANDS INC | 410345102 | COM | 67,601 | $1,004,000 | thousands by filing date | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 8,907 | $992,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 3,978 | $974,000 | thousands by filing date | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 10,080 | $954,000 | thousands by filing date | |
| LEAR CORP COM NEW | 521865204 | Stock | 6,896 | $946,000 | thousands by filing date | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 24,148 | $908,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 11,558 | $889,000 | thousands by filing date | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 10,116 | $875,000 | thousands by filing date | |
| SNAP ON INC COM | 833034101 | Stock | 4,968 | $842,000 | thousands by filing date | |
| EMERSON ELEC CO COM | 291011104 | Stock | 11,034 | $841,000 | thousands by filing date | |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 5,585 | $836,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 597 | $800,000 | thousands by filing date | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 13,786 | $800,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 8,956 | $793,000 | thousands by filing date | |
| Elevance Health, Inc. | 036752103 | COM | 2,611 | $789,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 8,648 | $751,000 | thousands by filing date | |
| WW GRAINGER INC COM | 384802104 | Stock | 2,208 | $747,000 | thousands by filing date | |
| FIRST TR EXCH TRADED FD III | 33739P103 | LNG/SHT EQUITY | 16,996 | $726,000 | thousands by filing date | |
| iShares MSCI Frontier 100 | 464286145 | cs | 22,678 | $688,000 | thousands by filing date | |
| BROWN & BROWN INC COM | 115236101 | Stock | 17,348 | $685,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $679,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 5,750 | $673,000 | thousands by filing date | |
| WISDOMTREE DYNAMIC LONG/SHORT | 97717x313 | INDX FD | 23,890 | $670,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 4,781 | $658,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 348 | $643,000 | thousands by filing date | |
| CELANESE CORP DEL COM | 150870103 | Stock | 5,214 | $642,000 | thousands by filing date | |
| STATE STREET SPDR ETF S&P RETAIL | 78464A714 | ETF | 13,461 | $619,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189H201 | INTRMDT MUNI ETF | 12,146 | $610,000 | thousands by filing date | |
| NEW YORK LIFE INVESTMENTS ET | 45409B107 | NYLI HEDGE MULTI | 19,332 | $595,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W125 | FUTRE STRAT FD | 16,015 | $594,000 | thousands by filing date | |
| REVVITY INC | 714046109 | COM | 6,021 | $585,000 | thousands by filing date | |
| EQUIFAX INC COM | 294429105 | Stock | 4,042 | $566,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,158 | $560,000 | thousands by filing date | |
| JP MORGAN EXCHANGE TRADED FD | 46641Q803 | DIVERSIFIED ET | 23,663 | $559,000 | thousands by filing date | |
| J P MORGAN EXCHANGE-TRADED F | 46641Q829 | MANAGED FUTURE | 24,130 | $559,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 4,810 | $548,000 | thousands by filing date | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 938 | $547,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X511 | YIELD ENHANCD US | 10,206 | $533,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A797 | ST STR SP BANK | 11,178 | $529,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,434 | $500,000 | thousands by filing date | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 3,100 | $474,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 15,630 | $469,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 3,100 | $458,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 1,531 | $457,000 | thousands by filing date | |
| DOVER CORP COM | 260003108 | Stock | 3,938 | $454,000 | thousands by filing date | |
| ALLERGAN PLC | G0177J108 | SHS | 2,350 | $449,000 | thousands by filing date | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 10,562 | $435,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,450 | $418,000 | thousands by filing date | |
| iShares MSCI Intl Momentum Factor ETF | 46434V449 | SHS | 12,908 | $402,000 | thousands by filing date | |
| V F CORP COM | 918204108 | Stock | 3,937 | $392,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 8,744 | $385,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137Y500 | ZACKS MULT AST | 16,292 | $381,000 | thousands by filing date | |
| ISHARES TR | 46432F875 | MRNGSTR INC ETF | 14,284 | $365,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33738R100 | MULTI ASSET DI | 19,232 | $361,000 | thousands by filing date | |
| IVLU | 46435G409 | COM | 14,397 | $351,000 | thousands by filing date | |
| SSGA ACTIVE ETF TR | 78467V202 | ST STR INCOM ETF | 10,216 | $350,000 | thousands by filing date | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 8,643 | $347,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 2,626 | $345,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 3,687 | $342,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 255 | $341,000 | thousands by filing date | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 6,055 | $332,000 | thousands by filing date | |
| Mondelez International,Inc. Class A | 609207105 | COM | 5,996 | $330,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 6,808 | $313,000 | thousands by filing date | |
| CLOROX CO DEL | 189054109 | COM | 1,948 | $299,000 | thousands by filing date | |
| ARAMARK COM | 03852U106 | Stock | 6,872 | $298,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 2,366 | $295,000 | thousands by filing date | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 5,700 | $290,000 | thousands by filing date | |
| HEALTHCARE | 42225P501 | CL A NEW | 9,165 | $278,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 4,246 | $273,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 17,403 | $261,000 | thousands by filing date | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 1,256 | $255,000 | thousands by filing date | |
| SAP SE SPON ADR | 803054204 | ADR | 1,900 | $255,000 | thousands by filing date | |
| HUMANA INC COM | 444859102 | Stock | 683 | $250,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,017 | $241,000 | thousands by filing date | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 2,239 | $239,000 | thousands by filing date | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 36,912 | $225,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 6,563 | $225,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 1,876 | $223,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 1,054 | $221,000 | thousands by filing date | |
| GENUINE PARTS CO COM | 372460105 | Stock | 2,068 | $220,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 3,991 | $215,000 | thousands by filing date | |
| iShares S&P Global Clean Energy Index Fund | 464288224 | COM | 18,154 | $213,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 897 | $211,000 | thousands by filing date | |
| iShares Mortgage Real Estate ETF | 46435G342 | SHS | 4,640 | $207,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 6,594 | $203,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 614 | $200,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33733E500 | NAS CLNEDG GREEN | 7,861 | $196,000 | thousands by filing date | |
| ISHARES TR | 464288372 | COM | 4,018 | $193,000 | thousands by filing date | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 10,255 | $183,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 16,225 | $181,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R861 | STATE STRET SPDR | 9,156 | $180,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 729 | $177,000 | thousands by filing date | |
| GLOBE LIFE INC | 37959E102 | COM | 1,684 | $177,000 | thousands by filing date | |
| FLEXSHARES TR | 33939L795 | STOXX GLOBR INF | 3,262 | $176,000 | thousands by filing date | |
| KELLANOVA | 487836108 | COM | 2,488 | $172,000 | thousands by filing date | |
| LEGG MASON ETF INVT TR | 52468L703 | GLOBAL INFSTRU | 5,438 | $171,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 1,799 | $158,000 | thousands by filing date | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 1,853 | $153,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 2,410 | $148,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 794 | $144,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 3,796 | $134,000 | thousands by filing date | |
| ENTEGRIS INC COM | 29362U104 | Stock | 2,634 | $132,000 | thousands by filing date | |
| MASCO CORP | 574599106 | COM | 2,680 | $129,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 602 | $127,000 | thousands by filing date | |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 740 | $125,000 | thousands by filing date | |
| UNILEVER N V | 904784709 | N Y SHS NEW | 2,136 | $123,000 | thousands by filing date | |
| Chubb Limited | H1467J104 | COM | 768 | $120,000 | thousands by filing date | |
| PAYCHEX INC | 704326107 | COM | 1,411 | $120,000 | thousands by filing date | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 2,392 | $120,000 | thousands by filing date | |
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| M & T BK CORP COM | 55261F104 | Stock | 266 | $45,000 | thousands by filing date | |
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| TARGET CORP COM | 87612E106 | Stock | 324 | $42,000 | thousands by filing date | |
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| Danaher Corporation | 235851102 | COM | 248 | $38,000 | thousands by filing date | |
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| Salesforce.com, Inc | 79466L302 | COM | 229 | $37,000 | thousands by filing date | |
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| POOL CORP COM | 73278L105 | Stock | 176 | $37,000 | thousands by filing date | |
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| Southern Company | 842587107 | COM | 398 | $25,000 | thousands by filing date | |
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| SPY | 78462F103 | SHS | 69 | $22,000 | thousands by filing date | |
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| RITE AID CORP | 767754872 | COM | 1,412 | $22,000 | thousands by filing date | |
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| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 239 | $21,000 | thousands by filing date | |
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| POST HLDGS INC | 737446104 | COM | 183 | $20,000 | thousands by filing date | |
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| Booking Holdings Inc. | 09857L108 | COM | 8 | $16,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 93 | $16,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 171 | $16,000 | thousands by filing date | |
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| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 900 | $8,000 | thousands by filing date | |
| PITNEY BOWES INC COM | 724479100 | Stock | 2,000 | $8,000 | thousands by filing date | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 94 | $8,000 | thousands by filing date | |
| HORMEL FOODS CORP COM | 440452100 | Stock | 180 | $8,000 | thousands by filing date | |
| PACCAR INC COM | 693718108 | Stock | 104 | $8,000 | thousands by filing date | |
| MCKESSON CORP COM | 58155Q103 | Stock | 55 | $8,000 | thousands by filing date | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 14 | $8,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 97 | $8,000 | thousands by filing date | |
| PARAMOUNT GLOBAL | 92556H206 | CLASS B COM | 189 | $8,000 | thousands by filing date | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 35 | $8,000 | thousands by filing date | |
| WEX INC | 96208T104 | COM | 36 | $8,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 134 | $8,000 | thousands by filing date | |
| PRA HEALTH SCIENCES INC | 69354M108 | COM | 68 | $8,000 | thousands by filing date | |
| GARTNERINC | 366651107 | STOK | 46 | $7,000 | thousands by filing date | |
| CORNING INC | 219350105 | COM | 240 | $7,000 | thousands by filing date | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 36 | $7,000 | thousands by filing date | |
| EOG RES INC COM | 26875P101 | Stock | 84 | $7,000 | thousands by filing date | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 40 | $7,000 | thousands by filing date | |
| DOW HLDGS INC COM | 260557103 | Stock | 122 | $7,000 | thousands by filing date | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 62 | $7,000 | thousands by filing date | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 423 | $7,000 | thousands by filing date | |
| DTE ENERGY CO COM | 233331107 | Stock | 52 | $7,000 | thousands by filing date | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 29 | $7,000 | thousands by filing date | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 34 | $7,000 | thousands by filing date | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 63 | $7,000 | thousands by filing date | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 107 | $7,000 | thousands by filing date | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 40 | $7,000 | thousands by filing date | |
| HP INC COM | 40434L105 | Stock | 341 | $7,000 | thousands by filing date | |
| PERRIGO CO PLC SHS | G97822103 | Stock | 144 | $7,000 | thousands by filing date | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 124 | $7,000 | thousands by filing date | |
| NMI HLDGS INC | 629209305 | COM | 199 | $7,000 | thousands by filing date | |
| HESS CORP | 42809H107 | COM | 101 | $7,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001737089-20-000001 | this filing | 2020-01-21 | acceptance time not in the bulk data set |