COZAD ASSET MANAGEMENT INC Diversified Active

CIK: 0000709428 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value ($000): $1,257,255 (100.0% shares, 0.0% debt)

Holdings (419)

VTI Vanguard Total Stock Market ETF 3.1%
Value ($000) $39,569 Shares 120,576 Est. Cost $198.33 Unrealized
AAPL Apple Inc. 3.1%
Value ($000) $38,381 Shares 150,732 Est. Cost $116.85 Unrealized +93.1%
AppLovin Corporation 2.6%
Value ($000) $32,391 Shares 45,079 Est. Cost $298.50 Unrealized
Nvidia Corp. 2.5%
Value ($000) $31,821 Shares 170,549 Est. Cost $136.87 Unrealized
Broadcom Inc. 2.2%
Value ($000) $27,046 Shares 81,980 Est. Cost $189.89 Unrealized
Alphabet Inc., Cl. A 2.0%
Value ($000) $25,208 Shares 103,694 Est. Cost $164.34 Unrealized
MSFT Microsoft Corporation 1.9%
Value ($000) $23,756 Shares 45,866 Est. Cost $309.24 Unrealized +64.5%
LRCX LAM Research Corp. 1.8%
Value ($000) $23,031 Shares 172,005 Est. Cost $76.29 Unrealized +38.3%
AMZN Amazon.com, Inc. 1.7%
Value ($000) $21,326 Shares 97,127 Est. Cost $123.69 Unrealized +83.0%
FLEX Flextronics Internat'l. Ltd. 1.7%
Value ($000) $21,142 Shares 364,710 Est. Cost $22.06 Unrealized +140.8%
URI United Rentals, Inc. 1.7%
Value ($000) $21,074 Shares 22,075 Est. Cost $204.06 Unrealized +335.4%
TSM Taiwan Semiconductor Mfg. Co. Ltd. 1.6%
Value ($000) $20,548 Shares 73,571 Est. Cost $194.03 Unrealized
GS Goldman Sachs Group 1.5%
Value ($000) $18,650 Shares 23,419 Est. Cost $532.30 Unrealized +38.0%
Invesco S&P 500 Quality ETF A 1.5%
Value ($000) $18,588 Shares 253,622 Est. Cost $45.00 Unrealized
Meta Platforms, Inc. 1.4%
Value ($000) $17,602 Shares 23,969 Est. Cost $424.19 Unrealized
MGC Vanguard Mega Cap ETF 1.4%
Value ($000) $17,246 Shares 70,656 Est. Cost $122.73 Unrealized
LLY Lilly (Eli) 1.4%
Value ($000) $17,135 Shares 22,457 Est. Cost $690.94 Unrealized +7.4%
VOO Vanguard S&P 500 ETF 1.3%
Value ($000) $15,753 Shares 25,724 Est. Cost $456.46 Unrealized
Blackstone Group Inc. Cl. A 1.2%
Value ($000) $15,685 Shares 91,807 Est. Cost $69.70 Unrealized
VIG Vanguard Dividend Appreciation ETF 1.2%
Value ($000) $15,595 Shares 72,271 Est. Cost $123.67 Unrealized
Interactive Brokers Group, Inc. 1.1%
Value ($000) $14,391 Shares 209,139 Est. Cost $67.35 Unrealized
MasterCard, Inc. 1.1%
Value ($000) $14,326 Shares 25,187 Est. Cost $331.83 Unrealized
COST Costco Wholesale Corp. 1.1%
Value ($000) $14,116 Shares 15,251 Est. Cost $309.31 Unrealized +209.3%
HCA Healthcare Co. 1.1%
Value ($000) $14,089 Shares 33,058 Est. Cost $166.38 Unrealized
GSLC Goldman Sachs ActiveBeta US LargeCp Eq ETF 1.0%
Value ($000) $12,769 Shares 98,014 Est. Cost $81.25 Unrealized
Pacer U.S. Cash Cows 100 - ETF 1.0%
Value ($000) $12,066 Shares 209,953 Est. Cost $49.71 Unrealized
VO Vanguard Mid Cap ETF 0.9%
Value ($000) $11,547 Shares 39,309 Est. Cost $201.89 Unrealized
GEN Gen Digital Inc. 0.9%
Value ($000) $11,352 Shares 399,845 Est. Cost $25.75 Unrealized +15.4%
SCHD Schwab US Div Equity ETF 0.9%
Value ($000) $10,922 Shares 400,085 Est. Cost $39.73 Unrealized
Vanguard Russell 1000 ETF 0.8%
Value ($000) $10,631 Shares 35,162 Est. Cost $156.12 Unrealized
JPEF JPMorgan Equity Focus - ETF 0.8%
Value ($000) $10,439 Shares 140,892 Est. Cost $58.45 Unrealized
COR Cencora, Inc. 0.8%
Value ($000) $9,566 Shares 30,609 Est. Cost $254.76 Unrealized +15.2%
NFG National Fuel Gas Co. 0.7%
Value ($000) $9,261 Shares 100,255 Est. Cost $77.02 Unrealized +13.2%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $9,025 Shares 13,547 Est. Cost $398.43 Unrealized
Invesco QQQ Tr Unit Ser. 1 ETF 0.7%
Value ($000) $8,753 Shares 14,580 Est. Cost $350.69 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.7%
Value ($000) $8,663 Shares 19,895 Est. Cost $199.52 Unrealized
DAL Delta Airlines Inc. 0.7%
Value ($000) $8,232 Shares 145,050 Est. Cost $47.83 Unrealized +18.8%
Cheniere Energy, Inc 0.6%
Value ($000) $8,032 Shares 34,183 Est. Cost $150.95 Unrealized
HD Home Depot, Inc. 0.6%
Value ($000) $7,909 Shares 19,520 Est. Cost $169.67 Unrealized +129.4%
USFD US Foods Hldg Corp. 0.6%
Value ($000) $7,629 Shares 99,564 Est. Cost $71.34 Unrealized +11.4%
VB Vanguard Index Small Cap ETF 0.6%
Value ($000) $7,572 Shares 29,780 Est. Cost $166.72 Unrealized
Capital Group Dividend Value - ETF 0.6%
Value ($000) $7,538 Shares 179,357 Est. Cost $38.15 Unrealized
Capital Group Growth - ETF 0.6%
Value ($000) $7,431 Shares 169,183 Est. Cost $32.82 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.6%
Value ($000) $7,285 Shares 26,623 Est. Cost $179.14 Unrealized
First Trust Rising Dividend Achievers ETF 0.6%
Value ($000) $7,272 Shares 108,125 Est. Cost $53.32 Unrealized
FDL First Trust Morningstar Div Leaders ETF 0.5%
Value ($000) $6,831 Shares 157,351 Est. Cost $30.22 Unrealized
Expedia Group Inc. 0.5%
Value ($000) $6,784 Shares 31,740 Est. Cost $145.07 Unrealized
IJR iShares S&P SmallCap 600 Index ETF 0.5%
Value ($000) $6,735 Shares 56,676 Est. Cost $94.67 Unrealized
BRK/B Berkshire Hathaway, Cl. B 0.5%
Value ($000) $6,490 Shares 12,910 Est. Cost $233.40 Unrealized +107.5%
iShares MSCI Multifactor USA Small-Cap ETF 0.5%
Value ($000) $6,309 Shares 84,850 Est. Cost $59.51 Unrealized
IShares MSCI USA Momentum Factor ETF 0.5%
Value ($000) $6,172 Shares 24,068 Est. Cost $138.14 Unrealized
ADM Archer Daniels Midland 0.5%
Value ($000) $6,048 Shares 101,239 Est. Cost $38.11 Unrealized +51.6%
SPDR S&P Value ETF 0.5%
Value ($000) $5,905 Shares 106,724 Est. Cost $37.01 Unrealized
Vanguard Russell 1000 Growth ETF 0.5%
Value ($000) $5,882 Shares 48,811 Est. Cost $91.92 Unrealized
Quanta Services, Inc. 0.5%
Value ($000) $5,731 Shares 13,830 Est. Cost $39.23 Unrealized
BUSE First Busey Corp. 0.5%
Value ($000) $5,720 Shares 247,069 Est. Cost $19.87 Unrealized +17.2%
IWV IShares Russell 3000 Index ETF 0.4%
Value ($000) $5,517 Shares 14,559 Est. Cost $180.52 Unrealized
Intercontinental Exchange Group 0.4%
Value ($000) $5,489 Shares 32,580 Est. Cost $96.13 Unrealized
CMG Chipotle Mexican Grill, A 0.4%
Value ($000) $5,420 Shares 138,300 Est. Cost $61.31 Unrealized -26.6%
TMUS T-Mobile US Inc. 0.4%
Value ($000) $5,304 Shares 22,157 Est. Cost $148.29 Unrealized +62.1%
Cardinal Health 0.4%
Value ($000) $5,064 Shares 32,266 Est. Cost $87.91 Unrealized
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $4,733 Shares 184,089 Est. Cost $35.71 Unrealized
Invesco S&P 500 Low Volatility ETF 0.4%
Value ($000) $4,720 Shares 64,233 Est. Cost $59.10 Unrealized
KD Kyndryl Holdings, Inc. 0.4%
Value ($000) $4,715 Shares 156,993 Est. Cost $34.35 Unrealized 0.0%
SPGP Invesco S&P 500 GARP - ETF 0.4%
Value ($000) $4,685 Shares 41,233 Est. Cost $85.75 Unrealized
UHS Universal Health Svcs., Cl. B 0.4%
Value ($000) $4,671 Shares 22,848 Est. Cost $179.89 Unrealized -0.1%
VUG Vanguard Growth ETF 0.4%
Value ($000) $4,639 Shares 9,673 Est. Cost $250.67 Unrealized
Garmin Ltd. 0.4%
Value ($000) $4,604 Shares 18,697 Est. Cost $100.36 Unrealized
GLW Corning Inc. 0.4%
Value ($000) $4,548 Shares 55,441 Est. Cost $32.72 Unrealized +98.6%
JBL Jabil Circuit, Inc. 0.3%
Value ($000) $4,352 Shares 20,040 Est. Cost $75.69 Unrealized +187.5%
IJH iShares S&P Midcap 400 Index ETF 0.3%
Value ($000) $4,335 Shares 66,422 Est. Cost $83.08 Unrealized
ProShares S&P 500 Dividend Aristocrats ETF 0.3%
Value ($000) $4,317 Shares 41,883 Est. Cost $86.30 Unrealized
Hewlett Packard Enterprise Co. 0.3%
Value ($000) $4,215 Shares 171,613 Est. Cost $16.97 Unrealized
WMT Wal-Mart Stores 0.3%
Value ($000) $4,209 Shares 40,842 Est. Cost $53.66 Unrealized +84.9%
Alphabet Inc., Cl. C 0.3%
Value ($000) $4,191 Shares 17,207 Est. Cost $167.92 Unrealized
IShares MSCI USA Minimum Volatility ETF 0.3%
Value ($000) $4,186 Shares 44,001 Est. Cost $62.54 Unrealized
Targa Resources Corp. 0.3%
Value ($000) $4,035 Shares 24,085 Est. Cost $198.87 Unrealized
AbbVie, Inc. 0.3%
Value ($000) $4,017 Shares 17,350 Est. Cost $112.37 Unrealized
CAT Caterpillar Inc. 0.3%
Value ($000) $3,948 Shares 8,275 Est. Cost $237.45 Unrealized +79.1%
FMBH First Mid Ill Bankshares, Inc. 0.3%
Value ($000) $3,882 Shares 102,470 Est. Cost $34.23 Unrealized +12.2%
Vanguard Information Technology ETF 0.3%
Value ($000) $3,818 Shares 5,113 Est. Cost $345.81 Unrealized
JPM J.P. Morgan Chase & Co. 0.3%
Value ($000) $3,776 Shares 11,973 Est. Cost $133.50 Unrealized +121.7%
First Trust SMID Cap Rising Div Achv ETF 0.3%
Value ($000) $3,747 Shares 98,566 Est. Cost $30.63 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.3%
Value ($000) $3,714 Shares 7,658 Est. Cost $268.91 Unrealized +72.8%
GSIE Goldman Sachs ActiveBeta Int'l Eq ETF 0.3%
Value ($000) $3,691 Shares 89,795 Est. Cost $31.43 Unrealized
QQEW First Trust NASDAQ-100 Equal Wtd ETF 0.3%
Value ($000) $3,549 Shares 25,149 Est. Cost $86.18 Unrealized
IWM IShares Russell 2000 Index ETF 0.3%
Value ($000) $3,535 Shares 14,612 Est. Cost $186.52 Unrealized
DLR Digital Realty Trust Inc. 0.3%
Value ($000) $3,475 Shares 20,100 Est. Cost $95.97 Unrealized +75.7%
KO Coca Cola 0.3%
Value ($000) $3,375 Shares 50,883 Est. Cost $44.50 Unrealized +52.6%
Salesforce.com 0.3%
Value ($000) $3,334 Shares 14,069 Est. Cost $197.40 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $3,310 Shares 17,851 Est. Cost $126.38 Unrealized +34.1%
First Trust Value Line Dividend ETF 0.3%
Value ($000) $3,247 Shares 70,216 Est. Cost $30.78 Unrealized
CALF Pacer U.S. Small Cap Cash Cows 100 - ETF 0.2%
Value ($000) $3,142 Shares 71,769 Est. Cost $44.48 Unrealized
FBND Fidelity Merrimack Str Total Bond Fund ETF 0.2%
Value ($000) $3,106 Shares 67,163 Est. Cost $45.37 Unrealized
Visa Inc. 0.2%
Value ($000) $3,085 Shares 9,036 Est. Cost $264.97 Unrealized
RPM RPM Inc. Ohio 0.2%
Value ($000) $3,065 Shares 26,000 Est. Cost $58.81 Unrealized +104.0%
CALM Cal-Maine Foods, Inc. 0.2%
Value ($000) $2,991 Shares 31,784 Est. Cost $48.90 Unrealized +111.5%
IBM I.B.M. 0.2%
Value ($000) $2,981 Shares 10,564 Est. Cost $138.70 Unrealized +87.1%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $2,958 Shares 20,988 Est. Cost $88.91 Unrealized
Invesco Russell 1000 Dynamic Multi ETF 0.2%
Value ($000) $2,956 Shares 49,062 Est. Cost $43.22 Unrealized
IWR IShares Russell Midcap Index ETF 0.2%
Value ($000) $2,848 Shares 29,502 Est. Cost $55.83 Unrealized
WMB Williams Companies 0.2%
Value ($000) $2,835 Shares 44,757 Est. Cost $19.02 Unrealized +204.1%
AVUV Avantis U.S. Small Cap Value - ETF 0.2%
Value ($000) $2,798 Shares 28,113 Est. Cost $90.44 Unrealized
Enbridge Inc. 0.2%
Value ($000) $2,795 Shares 55,381 Est. Cost $36.67 Unrealized
SHW Sherwin Williams Company 0.2%
Value ($000) $2,756 Shares 7,958 Est. Cost $253.47 Unrealized +38.6%
PAYX PayChex Inc. 0.2%
Value ($000) $2,731 Shares 21,547 Est. Cost $64.71 Unrealized +112.0%
IJJ iShares S&P MidCap 400/Barra Value ETF 0.2%
Value ($000) $2,681 Shares 20,668 Est. Cost $116.64 Unrealized
DKS Dicks Sporting Goods 0.2%
Value ($000) $2,676 Shares 12,042 Est. Cost $135.05 Unrealized +59.6%
SNA Snap-on Incorporated 0.2%
Value ($000) $2,614 Shares 7,543 Est. Cost $214.13 Unrealized +51.2%
Hilton Worldwide Holdings, Inc. 0.2%
Value ($000) $2,605 Shares 10,040 Est. Cost $180.49 Unrealized
NUE Nucor Corp. 0.2%
Value ($000) $2,600 Shares 19,197 Est. Cost $71.29 Unrealized +97.1%
FTCS First Trust Capital Strength ETF 0.2%
Value ($000) $2,560 Shares 27,342 Est. Cost $66.78 Unrealized
MCHP Microchip Technology, Inc. 0.2%
Value ($000) $2,504 Shares 38,988 Est. Cost $59.23 Unrealized +12.9%
KEY KeyCorp 0.2%
Value ($000) $2,502 Shares 133,875 Est. Cost $11.19 Unrealized +62.5%
Fidelity Covington TR Enhanced Int'l ETF 0.2%
Value ($000) $2,496 Shares 70,754 Est. Cost $34.84 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $2,492 Shares 17,744 Est. Cost $104.62 Unrealized +34.2%
ORCL Oracle Corp 0.2%
Value ($000) $2,485 Shares 8,837 Est. Cost $53.33 Unrealized +376.6%
AVT Avnet Inc. 0.2%
Value ($000) $2,481 Shares 47,459 Est. Cost $40.52 Unrealized +31.1%
MCD McDonalds Corp. 0.2%
Value ($000) $2,455 Shares 8,079 Est. Cost $197.85 Unrealized +52.3%
MTG MGIC Investment Corp. 0.2%
Value ($000) $2,348 Shares 82,754 Est. Cost $15.55 Unrealized +75.3%
AES AES Corp. 0.2%
Value ($000) $2,348 Shares 178,398 Est. Cost $10.37 Unrealized +23.1%
Pacer FDS TR Developed Mrkts Int'l CC ETF 0.2%
Value ($000) $2,335 Shares 64,110 Est. Cost $31.02 Unrealized
IShares Core MSCI Total Int'l Stk ETF 0.2%
Value ($000) $2,295 Shares 27,796 Est. Cost $65.51 Unrealized
ORI Old Republic Nat'l. Corp. 0.2%
Value ($000) $2,264 Shares 53,318 Est. Cost $15.28 Unrealized +135.8%
PG Procter and Gamble 0.2%
Value ($000) $2,264 Shares 14,737 Est. Cost $99.46 Unrealized +55.7%
Allete, Inc. 0.2%
Value ($000) $2,257 Shares 33,987 Est. Cost $56.19 Unrealized
SPDR S&P Dividend ETF 0.2%
Value ($000) $2,236 Shares 15,964 Est. Cost $95.26 Unrealized
FISV Fiserv, Inc. 0.2%
Value ($000) $2,217 Shares 17,197 Est. Cost $88.43 Unrealized +62.0%
TKR Timken Co. 0.2%
Value ($000) $2,215 Shares 29,462 Est. Cost $58.43 Unrealized +32.0%
DVY IShares Select Dividend ETF 0.2%
Value ($000) $2,175 Shares 15,309 Est. Cost $94.75 Unrealized
Vanguard World Health Care ETF 0.2%
Value ($000) $2,163 Shares 8,333 Est. Cost $206.04 Unrealized
Tesla Motors Inc. 0.2%
Value ($000) $2,161 Shares 4,860 Est. Cost $377.38 Unrealized
PM Philip Morris Internat'l. 0.2%
Value ($000) $2,126 Shares 13,109 Est. Cost $62.96 Unrealized +162.4%
ABT Abbott Laboratories 0.2%
Value ($000) $2,080 Shares 15,531 Est. Cost $66.19 Unrealized +97.3%
Palantir Technologies, Inc. 0.2%
Value ($000) $2,015 Shares 11,044 Est. Cost $75.99 Unrealized
Eaton Corp., PLC 0.2%
Value ($000) $2,009 Shares 5,367 Est. Cost $130.20 Unrealized
AWR American States Water Co. 0.2%
Value ($000) $2,005 Shares 27,344 Est. Cost $58.49 Unrealized +26.0%
DVN Devon Energy Corp. 0.2%
Value ($000) $1,987 Shares 56,665 Est. Cost $31.55 Unrealized +6.6%
ALK Alaska Air Group, Inc. 0.2%
Value ($000) $1,979 Shares 39,760 Est. Cost $49.11 Unrealized +13.2%
First Trust Water ETF 0.2%
Value ($000) $1,943 Shares 17,294 Est. Cost $90.18 Unrealized
SPDR Gold Shares ETF 0.2%
Value ($000) $1,942 Shares 5,463 Est. Cost $206.39 Unrealized
AVUS American Centy ETF TR Avantis US Equity 0.2%
Value ($000) $1,913 Shares 17,597 Est. Cost $85.75 Unrealized
CareTrust REIT, Inc. 0.2%
Value ($000) $1,911 Shares 55,118 Est. Cost $34.68 Unrealized
JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $1,908 Shares 37,609 Est. Cost $50.37 Unrealized
OMC Omnicom Group 0.2%
Value ($000) $1,906 Shares 23,381 Est. Cost $67.57 Unrealized +10.0%
QGRO American Century U.S. Quality Growth - ETF 0.2%
Value ($000) $1,901 Shares 16,618 Est. Cost $104.83 Unrealized
ESS Essex Property Trust 0.2%
Value ($000) $1,894 Shares 7,078 Est. Cost $228.26 Unrealized +16.1%
Invesco PLC 0.1%
Value ($000) $1,867 Shares 81,396 Est. Cost $15.34 Unrealized
M & T Bank Corp. 0.1%
Value ($000) $1,849 Shares 9,354 Est. Cost $139.92 Unrealized
Cisco Systems 0.1%
Value ($000) $1,844 Shares 26,956 Est. Cost $50.07 Unrealized
LNT Alliant Energy Corp. 0.1%
Value ($000) $1,841 Shares 27,306 Est. Cost $48.65 Unrealized +31.3%
AXP American Express 0.1%
Value ($000) $1,822 Shares 5,485 Est. Cost $227.62 Unrealized +39.1%
PANW Palo Alto Networks, Inc. 0.1%
Value ($000) $1,821 Shares 8,945 Est. Cost $160.02 Unrealized +19.6%
Civitas Resources, Inc. 0.1%
Value ($000) $1,800 Shares 55,394 Est. Cost $37.71 Unrealized
Merck & Co Inc. 0.1%
Value ($000) $1,775 Shares 21,144 Est. Cost $80.92 Unrealized
VEU Vanguard FTSE All-World (ex. US) ETF 0.1%
Value ($000) $1,761 Shares 24,675 Est. Cost $52.57 Unrealized
W. P. Carey Inc. 0.1%
Value ($000) $1,732 Shares 25,637 Est. Cost $68.85 Unrealized
Essent Group Ltd. 0.1%
Value ($000) $1,710 Shares 26,908 Est. Cost $47.64 Unrealized
BBY Best Buy Company, Inc. 0.1%
Value ($000) $1,709 Shares 22,599 Est. Cost $66.56 Unrealized +5.2%
AGNC Investment Corp 0.1%
Value ($000) $1,699 Shares 173,570 Est. Cost $9.69 Unrealized
ARW Arrow Electronics 0.1%
Value ($000) $1,695 Shares 14,005 Est. Cost $125.79 Unrealized 0.0%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $1,663 Shares 5,659 Est. Cost $179.24 Unrealized
IWN IShares Russell 2000 Value Index ETF 0.1%
Value ($000) $1,602 Shares 9,063 Est. Cost $139.14 Unrealized
IP International Paper 0.1%
Value ($000) $1,602 Shares 34,525 Est. Cost $33.94 Unrealized +41.4%
GPC Genuine Parts Co. 0.1%
Value ($000) $1,595 Shares 11,508 Est. Cost $88.71 Unrealized +49.2%
XOM Exxon Mobil Corp. 0.1%
Value ($000) $1,588 Shares 14,088 Est. Cost $68.45 Unrealized +60.3%
First Trust Mid Cap Core AlphaDEX ETF 0.1%
Value ($000) $1,563 Shares 12,467 Est. Cost $68.77 Unrealized
Janus Henderson AAA CLO - ETF 0.1%
Value ($000) $1,530 Shares 30,138 Est. Cost $50.81 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $1,512 Shares 5,153 Est. Cost $134.94 Unrealized +120.7%
IShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $1,492 Shares 7,669 Est. Cost $119.41 Unrealized
Synchrony Financial 0.1%
Value ($000) $1,482 Shares 20,860 Est. Cost $68.58 Unrealized
Vanguard Russell 1000 Value ETF 0.1%
Value ($000) $1,475 Shares 16,506 Est. Cost $85.41 Unrealized
IVV IShares S&P 500 Index ETF 0.1%
Value ($000) $1,475 Shares 2,204 Est. Cost $425.44 Unrealized
AVDE Avantis International Equity - ETF 0.1%
Value ($000) $1,474 Shares 18,687 Est. Cost $73.87 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $1,457 Shares 7,813 Est. Cost $130.80 Unrealized
SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $1,432 Shares 2,403 Est. Cost $339.37 Unrealized
Capital Group Core Equity - ETF 0.1%
Value ($000) $1,402 Shares 35,453 Est. Cost $34.31 Unrealized
PIMCO MultiSector Bond Active - ETF 0.1%
Value ($000) $1,370 Shares 51,041 Est. Cost $26.56 Unrealized
NFLX Netflix Inc. 0.1%
Value ($000) $1,362 Shares 1,136 Est. Cost $61.79 Unrealized +97.5%
S&P Global, Inc. 0.1%
Value ($000) $1,359 Shares 2,793 Est. Cost $399.12 Unrealized
TEX Terex Corp. 0.1%
Value ($000) $1,351 Shares 26,330 Est. Cost $49.55 Unrealized +2.8%
T. Rowe Price Capital Apprec Equity ETF 0.1%
Value ($000) $1,321 Shares 35,053 Est. Cost $35.20 Unrealized
AFL AFLAC, Inc. 0.1%
Value ($000) $1,304 Shares 11,672 Est. Cost $39.48 Unrealized +163.9%
FSLR First Solar, Inc. 0.1%
Value ($000) $1,284 Shares 5,822 Est. Cost $138.18 Unrealized +38.9%
NEE NextEra Energy 0.1%
Value ($000) $1,281 Shares 16,964 Est. Cost $64.70 Unrealized +11.6%
IWF IShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $1,264 Shares 2,699 Est. Cost $206.08 Unrealized
IWS IShares Russell Midcap Value Index ETF 0.1%
Value ($000) $1,256 Shares 8,989 Est. Cost $108.96 Unrealized
HOOD Robinhood Markets, Inc. 0.1%
Value ($000) $1,255 Shares 8,766 Est. Cost $75.08 Unrealized +45.2%
United Therapeutics Corp. 0.1%
Value ($000) $1,253 Shares 2,990 Est. Cost $315.24 Unrealized
Invesco ETF Trust II - S&P500 Momentum ETF 0.1%
Value ($000) $1,240 Shares 10,244 Est. Cost $98.58 Unrealized
Tenet Healthcare Corp. 0.1%
Value ($000) $1,233 Shares 6,072 Est. Cost $140.99 Unrealized
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $1,227 Shares 46,578 Est. Cost $36.98 Unrealized
AVEM Avantis Emerging Markets Equity - ETF 0.1%
Value ($000) $1,210 Shares 16,111 Est. Cost $63.57 Unrealized
Goldman Sachs - Exchange Place All Cap 11 0.1%
Value ($000) $1,207 Shares 10,089 Est. Cost $119.59 Unrealized
VanEck Morningstar Wide Moat - ETF 0.1%
Value ($000) $1,181 Shares 11,918 Est. Cost $83.12 Unrealized
BP BP Amoco PLC ADR 0.1%
Value ($000) $1,173 Shares 34,048 Est. Cost $30.30 Unrealized
WisdomTree International Hdgd Div Gr ETF 0.1%
Value ($000) $1,160 Shares 25,164 Est. Cost $35.76 Unrealized
IWL IShares - Russell 200 Index ETF 0.1%
Value ($000) $1,143 Shares 6,881 Est. Cost $101.00 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $1,143 Shares 35,806 Est. Cost $44.20 Unrealized
IWB IShares Russell 1000 Index Fund ETF 0.1%
Value ($000) $1,124 Shares 3,076 Est. Cost $184.06 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,122 Shares 6,427 Est. Cost $144.25 Unrealized
BKH Black Hills Corp. 0.1%
Value ($000) $1,121 Shares 18,199 Est. Cost $43.31 Unrealized +32.5%
CMI Cummins Engine Inc. 0.1%
Value ($000) $1,116 Shares 2,643 Est. Cost $197.48 Unrealized +92.8%
SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $1,114 Shares 2,401 Est. Cost $305.22 Unrealized
JPMorgan Equity Premium Income ETF 0.1%
Value ($000) $1,112 Shares 19,481 Est. Cost $55.74 Unrealized
PHYS Sprott Physical Gold Trust 0.1%
Value ($000) $1,106 Shares 37,347 Est. Cost $19.59 Unrealized
HP Helmerich & Payne Inc. 0.1%
Value ($000) $1,105 Shares 50,013 Est. Cost $28.15 Unrealized -34.5%
CSWC Capital Southwest Corp. 0.1%
Value ($000) $1,086 Shares 49,676 Est. Cost $19.39 Unrealized +10.4%
ITW Illinois Tool Works 0.1%
Value ($000) $1,061 Shares 4,067 Est. Cost $208.28 Unrealized +23.5%
SCHA Schwab Strategic US Small-Cap ETF 0.1%
Value ($000) $1,060 Shares 38,007 Est. Cost $40.40 Unrealized
APLE Apple Hospitality REIT, Inc. 0.1%
Value ($000) $1,048 Shares 87,273 Est. Cost $14.74 Unrealized
FT CBOE Vest Fund of Buffer - ETF 0.1%
Value ($000) $1,038 Shares 31,066 Est. Cost $28.27 Unrealized
ProShares S&P MidCap 400 Dividend Aristo. 0.1%
Value ($000) $1,027 Shares 12,032 Est. Cost $69.73 Unrealized
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $1,023 Shares 5,413 Est. Cost $66.60 Unrealized +160.3%
Booking Holdings, Inc. 0.1%
Value ($000) $1,015 Shares 188 Est. Cost $4223.81 Unrealized
JPMorgan Active Growth ETF 0.1%
Value ($000) $998 Shares 10,649 Est. Cost $80.59 Unrealized
AZN AstraZeneca PLC ADR 0.1%
Value ($000) $994 Shares 12,953 Est. Cost $64.47 Unrealized
MO Altria Group, Inc. 0.1%
Value ($000) $992 Shares 15,016 Est. Cost $34.85 Unrealized +76.2%
Pacer Global Cash Cows Dividend ETF 0.1%
Value ($000) $990 Shares 24,998 Est. Cost $32.93 Unrealized
JPMorgan Hedged Equity Laddered Overly ETF 0.1%
Value ($000) $984 Shares 15,143 Est. Cost $61.90 Unrealized
Nuveen TR ESG Large Cap Growth ETF 0.1%
Value ($000) $958 Shares 9,634 Est. Cost $54.29 Unrealized
DE Deere & Co. 0.1%
Value ($000) $940 Shares 2,057 Est. Cost $295.39 Unrealized +65.8%
PFE Pfizer, Inc. 0.1%
Value ($000) $921 Shares 36,131 Est. Cost $27.38 Unrealized -11.8%
PVAL Putnam Focased Large Cap Value ETF 0.1%
Value ($000) $900 Shares 21,057 Est. Cost $39.67 Unrealized
Microport Scientific Corp. 0.1%
Value ($000) $894 Shares 504,670 Est. Cost $2.53 Unrealized
ESGV Vanguard ESG US Stock - ETF 0.1%
Value ($000) $890 Shares 7,512 Est. Cost $64.79 Unrealized
First Tr Large Cap Core AlphaDex Fd ETF 0.1%
Value ($000) $885 Shares 7,572 Est. Cost $64.86 Unrealized
SPDR S&P Emerging Markets ETF 0.1%
Value ($000) $882 Shares 18,834 Est. Cost $36.58 Unrealized
T. Rowe Price Dividend Growth ETF 0.1%
Value ($000) $865 Shares 19,683 Est. Cost $33.21 Unrealized
AMAT Applied Materials 0.1%
Value ($000) $851 Shares 4,157 Est. Cost $113.33 Unrealized +59.5%
AB Ultra Short Income ETF 0.1%
Value ($000) $849 Shares 16,752 Est. Cost $50.64 Unrealized
IVES Dan IVES Wedbush AI Revolution ETF 0.1%
Value ($000) $839 Shares 26,128 Est. Cost $32.12 Unrealized
CVX Chevron Corp. 0.1%
Value ($000) $833 Shares 5,367 Est. Cost $121.65 Unrealized +25.2%
GRNY Tidal TR Fundstrat Granny Shots US LC ETF 0.1%
Value ($000) $807 Shares 32,302 Est. Cost $24.99 Unrealized
3M Company 0.1%
Value ($000) $803 Shares 5,176 Est. Cost $141.67 Unrealized
O Realty Income Corp. 0.1%
Value ($000) $801 Shares 13,185 Est. Cost $51.39 Unrealized +10.8%
First TR. Ex. Tr. FD N. American Energy 0.1%
Value ($000) $798 Shares 20,849 Est. Cost $28.15 Unrealized
FT Vest U.S. Equity Buffer ETF September 0.1%
Value ($000) $790 Shares 15,633 Est. Cost $50.54 Unrealized
OC Owens Corning 0.1%
Value ($000) $785 Shares 5,546 Est. Cost $109.00 Unrealized +34.6%
JPMorgan Nasdaq Equity Premium Inc ETF 0.1%
Value ($000) $781 Shares 13,580 Est. Cost $53.82 Unrealized
CL Colgate Palmolive Co. 0.1%
Value ($000) $776 Shares 9,714 Est. Cost $71.37 Unrealized +18.6%
VV Vanguard Large Cap ETF 0.1%
Value ($000) $758 Shares 2,461 Est. Cost $146.39 Unrealized
BRK/A Berkshire Hathaway, Cl. A 0.1%
Value ($000) $754 Shares 1 Est. Cost $448761.72 Unrealized +62.0%
JPMorgan Ultra-Short Municipal Inc - ETF 0.1%
Value ($000) $753 Shares 14,746 Est. Cost $50.74 Unrealized
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $753 Shares 29,238 Est. Cost $30.07 Unrealized
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $747 Shares 2,510 Est. Cost $223.68 Unrealized
WisdomTree U.S. LargeCap Dividend ETF 0.1%
Value ($000) $727 Shares 8,359 Est. Cost $79.00 Unrealized
Energy Select Sector SPDR ETF 0.1%
Value ($000) $724 Shares 8,108 Est. Cost $80.33 Unrealized
VWO Vanguard Emerging Mkts. ETF 0.1%
Value ($000) $723 Shares 13,352 Est. Cost $44.33 Unrealized
WM Waste Management, Inc. 0.1%
Value ($000) $718 Shares 3,253 Est. Cost $118.36 Unrealized +89.0%
Technology Select Sector SPDR ETF 0.1%
Value ($000) $712 Shares 2,526 Est. Cost $135.02 Unrealized
Axis Capital Holdings Ltd. 0.1%
Value ($000) $711 Shares 7,425 Est. Cost $93.27 Unrealized
MDLZ Mondelez International, Inc. 0.1%
Value ($000) $710 Shares 11,373 Est. Cost $47.85 Unrealized +32.5%
ANET Arista Networks, Inc. 0.1%
Value ($000) $710 Shares 4,872 Est. Cost $102.87 Unrealized +25.2%
VOOV Vanguard S&P 500 Value ETF 0.1%
Value ($000) $708 Shares 3,550 Est. Cost $127.61 Unrealized
RTX Corp. 0.1%
Value ($000) $707 Shares 4,226 Est. Cost $98.20 Unrealized
Crowdstrike Holdings, Inc. 0.1%
Value ($000) $707 Shares 1,441 Est. Cost $347.30 Unrealized
RIO Rio Tinto PLC ADR F 0.1%
Value ($000) $703 Shares 10,657 Est. Cost $63.51 Unrealized
Invesco S&P 500 Revenue ETF 0.1%
Value ($000) $694 Shares 6,272 Est. Cost $51.10 Unrealized
Vanguard Russell 3000 ETF 0.1%
Value ($000) $693 Shares 2,356 Est. Cost $154.70 Unrealized
Pacer Large Cap Cash Cows Growth - ETF 0.1%
Value ($000) $684 Shares 18,845 Est. Cost $33.42 Unrealized
T AT&T Inc. 0.1%
Value ($000) $680 Shares 24,065 Est. Cost $15.14 Unrealized +85.4%
IAU IShares Gold Trust 0.1%
Value ($000) $669 Shares 9,189 Est. Cost $63.09 Unrealized
Intuitive Surgical, Inc. 0.1%
Value ($000) $667 Shares 1,492 Est. Cost $495.27 Unrealized
Sprouts Farmers Market, Inc. 0.1%
Value ($000) $665 Shares 6,112 Est. Cost $164.64 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $661 Shares 6,926 Est. Cost $48.53 Unrealized +94.8%
LOW Lowe's Cos 0.1%
Value ($000) $661 Shares 2,630 Est. Cost $189.61 Unrealized +28.8%
Linde PLC 0.1%
Value ($000) $658 Shares 1,385 Est. Cost $413.04 Unrealized
HON Honeywell Internat'l. 0.1%
Value ($000) $657 Shares 3,121 Est. Cost $165.17 Unrealized +25.4%
FITB Fifth Third Bancorp 0.1%
Value ($000) $641 Shares 14,393 Est. Cost $21.57 Unrealized +99.5%
Unilever PLC ADR 0.1%
Value ($000) $636 Shares 10,731 Est. Cost $56.92 Unrealized
T. Rowe Price US Equity Research ETF 0.1%
Value ($000) $634 Shares 15,119 Est. Cost $37.25 Unrealized
ASML Hldg N V 0.0%
Value ($000) $624 Shares 645 Est. Cost $811.53 Unrealized
IJS iShares S&P SmallCap 600 Barra Value ETF 0.0%
Value ($000) $619 Shares 5,596 Est. Cost $95.99 Unrealized
SHEL Shell PLC ADR 0.0%
Value ($000) $613 Shares 8,574 Est. Cost $58.18 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $604 Shares 20,382 Est. Cost $39.09 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $603 Shares 1,498 Est. Cost $183.10 Unrealized
DIS Walt Disney Co 0.0%
Value ($000) $594 Shares 5,185 Est. Cost $100.43 Unrealized +16.5%
VIGI Vanguard Whitehall Int'l Div. Apprec. ETF 0.0%
Value ($000) $592 Shares 6,615 Est. Cost $90.11 Unrealized
Seagate Technology Holdings PLC 0.0%
Value ($000) $589 Shares 2,495 Est. Cost $70.98 Unrealized
BAC Bank of America 0.0%
Value ($000) $581 Shares 11,254 Est. Cost $27.35 Unrealized +76.8%
JHMM John Hancock Multifactor Mid Cap ETF 0.0%
Value ($000) $573 Shares 8,860 Est. Cost $51.42 Unrealized
CVS CVS Health Corp. 0.0%
Value ($000) $561 Shares 7,435 Est. Cost $61.54 Unrealized +10.2%
UNP Union Pacific Corp. 0.0%
Value ($000) $555 Shares 2,349 Est. Cost $170.40 Unrealized +31.0%
AMGN Amgen, Inc. 0.0%
Value ($000) $554 Shares 1,963 Est. Cost $204.10 Unrealized +40.4%
CIBR First Trust NASDAQ Cybersecurity - ETF 0.0%
Value ($000) $554 Shares 7,286 Est. Cost $69.40 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $549 Shares 2,631 Est. Cost $157.46 Unrealized
First Trust Senior Loan Fund ETF 0.0%
Value ($000) $548 Shares 11,957 Est. Cost $47.63 Unrealized
Industrial Select Sector SPDR ETF 0.0%
Value ($000) $544 Shares 3,524 Est. Cost $88.88 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $533 Shares 5,833 Est. Cost $92.02 Unrealized
MercadoLibre Inc. 0.0%
Value ($000) $533 Shares 228 Est. Cost $1387.95 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $532 Shares 5,628 Est. Cost $89.41 Unrealized +4.3%
IYH IShares US Healthcare ETF 0.0%
Value ($000) $527 Shares 8,981 Est. Cost $96.15 Unrealized
NVO Novo Nordisk A.S. ADR 0.0%
Value ($000) $526 Shares 9,476 Est. Cost $99.69 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $524 Shares 5,017 Est. Cost $73.39 Unrealized +34.3%
VEA Vanguard Tax-Mgd Int'l Dev. Markets ETF 0.0%
Value ($000) $521 Shares 8,697 Est. Cost $52.07 Unrealized
TGT Target Corp. 0.0%
Value ($000) $516 Shares 5,749 Est. Cost $112.38 Unrealized -13.9%
MU Micron Technology, Inc. 0.0%
Value ($000) $509 Shares 3,040 Est. Cost $82.74 Unrealized +54.5%
First Trust Managed Municipal ETF 0.0%
Value ($000) $505 Shares 9,964 Est. Cost $53.85 Unrealized
PSX Phillips 66 0.0%
Value ($000) $492 Shares 3,618 Est. Cost $115.26 Unrealized +9.7%
AJG Gallagher, Arthur J & Co. 0.0%
Value ($000) $491 Shares 1,587 Est. Cost $111.99 Unrealized +168.1%
YUM Yum Brands, Inc. 0.0%
Value ($000) $491 Shares 3,228 Est. Cost $120.63 Unrealized +21.1%
Coca Cola European Partners PLC 0.0%
Value ($000) $490 Shares 5,422 Est. Cost $54.92 Unrealized
Marathon Petroleum Corp. 0.0%
Value ($000) $486 Shares 2,523 Est. Cost $55.33 Unrealized
SO Southern Company 0.0%
Value ($000) $479 Shares 5,050 Est. Cost $47.62 Unrealized +93.7%
AMD Advanced Micro Devices 0.0%
Value ($000) $476 Shares 2,943 Est. Cost $84.27 Unrealized +91.5%
GE General Electric 0.0%
Value ($000) $469 Shares 1,560 Est. Cost $132.75 Unrealized +105.4%
COF Capital One Financial 0.0%
Value ($000) $461 Shares 2,170 Est. Cost $185.05 Unrealized +17.7%
TRV Travelers Companies Inc. 0.0%
Value ($000) $448 Shares 1,606 Est. Cost $160.61 Unrealized +65.6%
GILD Gilead Sciences Inc. 0.0%
Value ($000) $445 Shares 4,012 Est. Cost $69.86 Unrealized +60.7%
CASY Caseys General Stores, Inc. 0.0%
Value ($000) $441 Shares 780 Est. Cost $344.78 Unrealized +51.4%
SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $440 Shares 4,206 Est. Cost $84.81 Unrealized
Franklin Responsibly Sourced Gold ETF 0.0%
Value ($000) $434 Shares 8,400 Est. Cost $46.99 Unrealized
IVW IShares S&P 500 Barra Growth Index ETF 0.0%
Value ($000) $433 Shares 3,585 Est. Cost $84.67 Unrealized
LOGI Logitech Internat'l. SA 0.0%
Value ($000) $429 Shares 3,908 Est. Cost $36.19 Unrealized +174.2%
OUNZ VanEck Merk Gold Trust 0.0%
Value ($000) $428 Shares 11,500 Est. Cost $37.19 Unrealized
Aberdeen Physical Gold Shares ETF 0.0%
Value ($000) $427 Shares 11,600 Est. Cost $36.81 Unrealized
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $424 Shares 928 Est. Cost $323.18 Unrealized +38.7%
GE Vernova Inc. 0.0%
Value ($000) $419 Shares 682 Est. Cost $538.33 Unrealized
Dimensional US Marketwide Value - ETF 0.0%
Value ($000) $415 Shares 9,293 Est. Cost $33.31 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $415 Shares 870 Est. Cost $248.00 Unrealized +102.7%
IOO IShares S&P Global 100 Index ETF 0.0%
Value ($000) $410 Shares 3,420 Est. Cost $108.74 Unrealized
Ishares Bitcoin Trust 0.0%
Value ($000) $398 Shares 6,121 Est. Cost $44.83 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $398 Shares 1,900 Est. Cost $118.42 Unrealized
JPMorgan Market Expansion Enh Eq - ETF 0.0%
Value ($000) $396 Shares 6,244 Est. Cost $60.83 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $387 Shares 12,421 Est. Cost $39.17 Unrealized
WisdomTree US Quality Dividend Gr ETF 0.0%
Value ($000) $371 Shares 4,175 Est. Cost $56.69 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $370 Shares 2,837 Est. Cost $44.27 Unrealized +166.6%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $369 Shares 739 Est. Cost $362.55 Unrealized +23.6%
EFA IShares MSCI EAFE ETF 0.0%
Value ($000) $367 Shares 3,936 Est. Cost $60.87 Unrealized
REZ IShares Residential Real Estate Capped ETF 0.0%
Value ($000) $367 Shares 4,318 Est. Cost $74.47 Unrealized
VYMI Vanguard Whitehall Intl Hi Div Yld Idx ETF 0.0%
Value ($000) $365 Shares 4,316 Est. Cost $84.68 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $364 Shares 2,778 Est. Cost $81.61 Unrealized +66.0%
Franklin Templeton Mid Cap MultiFact Index 0.0%
Value ($000) $359 Shares 6,364 Est. Cost $54.65 Unrealized
IUSV IShares Core US Value ETF 0.0%
Value ($000) $355 Shares 3,555 Est. Cost $62.46 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $355 Shares 583 Est. Cost $360.31 Unrealized +56.3%
VRTX Vertex Pharmaceutical 0.0%
Value ($000) $352 Shares 900 Est. Cost $304.77 Unrealized +37.1%
BDX Becton Dickinson & Co. 0.0%
Value ($000) $351 Shares 1,874 Est. Cost $207.66 Unrealized -11.4%
NSC Norfolk Southern Corp. 0.0%
Value ($000) $350 Shares 1,165 Est. Cost $186.65 Unrealized +47.9%
VZ Verizon Communications 0.0%
Value ($000) $349 Shares 7,942 Est. Cost $35.87 Unrealized +18.5%
Pacer FDS TR Cash Cows - ETF 0.0%
Value ($000) $342 Shares 8,082 Est. Cost $38.54 Unrealized
FT Vest. Ris. Div. Ach. Trg. Inc. ETF 0.0%
Value ($000) $337 Shares 13,041 Est. Cost $25.85 Unrealized
Vistra Corp. 0.0%
Value ($000) $337 Shares 1,719 Est. Cost $193.81 Unrealized
ADI Analog Devices Inc. 0.0%
Value ($000) $336 Shares 1,368 Est. Cost $151.66 Unrealized +57.6%
SYK Stryker Corporation 0.0%
Value ($000) $328 Shares 888 Est. Cost $227.35 Unrealized +69.1%
SIEGY Siemens AG ADR 0.0%
Value ($000) $322 Shares 2,385 Est. Cost $69.90 Unrealized
Materials Select Sector SPDR ETF 0.0%
Value ($000) $316 Shares 3,525 Est. Cost $70.74 Unrealized
GD General Dynamics 0.0%
Value ($000) $312 Shares 914 Est. Cost $239.99 Unrealized +30.7%
ADSK Autodesk 0.0%
Value ($000) $308 Shares 970 Est. Cost $210.13 Unrealized +45.0%
IJT iShares S&P SmallCap 600 Barra Growth ETF 0.0%
Value ($000) $305 Shares 2,155 Est. Cost $132.08 Unrealized
KLAC KLA-Tencor Corp. 0.0%
Value ($000) $302 Shares 280 Est. Cost $758.29 Unrealized +22.7%
ABBNY ABB Ltd. Sponsored ADR 0.0%
Value ($000) $302 Shares 4,192 Est. Cost $31.15 Unrealized
Duke Energy Corp 0.0%
Value ($000) $299 Shares 2,416 Est. Cost $109.03 Unrealized
IWP IShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $297 Shares 2,088 Est. Cost $114.14 Unrealized
First Trust Dow Jones Internet ETF 0.0%
Value ($000) $296 Shares 1,056 Est. Cost $205.09 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value ($000) $295 Shares 6,532 Est. Cost $49.41 Unrealized -7.9%
Uber Technologies Inc. 0.0%
Value ($000) $294 Shares 3,000 Est. Cost $94.26 Unrealized
ITOT IShares Tr. S&P 1500 Index ETF 0.0%
Value ($000) $292 Shares 2,007 Est. Cost $115.60 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $291 Shares 1,833 Est. Cost $119.60 Unrealized +22.5%
PAC Grupo Aeroportuario del Pacifico ADR 0.0%
Value ($000) $291 Shares 1,228 Est. Cost $175.05 Unrealized
MUFG Mitsubishi UFJ Fin'l. Grp. ADR 0.0%
Value ($000) $291 Shares 18,247 Est. Cost $6.52 Unrealized
Veolia Environment ADR 0.0%
Value ($000) $286 Shares 16,745 Est. Cost $19.99 Unrealized
WFC Wells Fargo & Co. 0.0%
Value ($000) $285 Shares 3,399 Est. Cost $54.40 Unrealized +47.9%
FRO Frontline, LTD. 0.0%
Value ($000) $285 Shares 12,487 Est. Cost $16.91 Unrealized +19.7%
ICF IShares Cohen & Steers REIT ETF 0.0%
Value ($000) $283 Shares 4,591 Est. Cost $60.51 Unrealized
Novartis AG ADR 0.0%
Value ($000) $282 Shares 2,198 Est. Cost $87.16 Unrealized
ITA IShares U.S. Aerospace & Defense ETF 0.0%
Value ($000) $281 Shares 1,344 Est. Cost $153.10 Unrealized
Principal U.S. Small-Cap ETF 0.0%
Value ($000) $280 Shares 4,911 Est. Cost $56.97 Unrealized
Eversource Energy Com. 0.0%
Value ($000) $275 Shares 3,864 Est. Cost $60.92 Unrealized
APD Air Products & Chem 0.0%
Value ($000) $274 Shares 1,006 Est. Cost $217.49 Unrealized +31.3%
IYW IShares US Technology ETF 0.0%
Value ($000) $272 Shares 1,390 Est. Cost $173.27 Unrealized
SLF Sun Life Financial, Inc. 0.0%
Value ($000) $268 Shares 4,468 Est. Cost $43.33 Unrealized +38.8%
CME Group, Inc. 0.0%
Value ($000) $267 Shares 990 Est. Cost $265.29 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $267 Shares 7,509 Est. Cost $28.73 Unrealized +18.1%
SSREY Swiss Re Ltd. 0.0%
Value ($000) $266 Shares 5,739 Est. Cost $23.94 Unrealized
IYR IShares US Real Estate ETF 0.0%
Value ($000) $265 Shares 2,725 Est. Cost $82.79 Unrealized
Health Care Select Sector SPDR ETF 0.0%
Value ($000) $264 Shares 1,898 Est. Cost $126.34 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index Fund - ETF 0.0%
Value ($000) $263 Shares 2,386 Est. Cost $88.55 Unrealized
IWD IShares Russell 1000 Value Index ETF 0.0%
Value ($000) $261 Shares 1,284 Est. Cost $129.48 Unrealized
QCOM Qualcomm Inc. 0.0%
Value ($000) $259 Shares 1,559 Est. Cost $135.01 Unrealized +16.4%
PIMCO Intermediate Muni Bd Actv - ETF 0.0%
Value ($000) $259 Shares 4,945 Est. Cost $52.51 Unrealized
Corteva Inc. 0.0%
Value ($000) $258 Shares 3,819 Est. Cost $57.31 Unrealized
Blackrock, Inc. 0.0%
Value ($000) $256 Shares 220 Est. Cost $1054.02 Unrealized
iShares Int'l Dividend Growth ETF 0.0%
Value ($000) $256 Shares 3,215 Est. Cost $79.04 Unrealized
FSMD Fidelity Small-Mid Multifactor - ETF 0.0%
Value ($000) $255 Shares 5,801 Est. Cost $41.47 Unrealized
AEP American Electric Power 0.0%
Value ($000) $253 Shares 2,253 Est. Cost $98.44 Unrealized +9.9%
Ferrari N V New Com. 0.0%
Value ($000) $253 Shares 523 Est. Cost $436.28 Unrealized
Wisconsin Energy 0.0%
Value ($000) $251 Shares 2,194 Est. Cost $94.04 Unrealized
UBS Group AG 0.0%
Value ($000) $251 Shares 6,130 Est. Cost $33.95 Unrealized
RCL Royal Caribbean Cruises, Ltd. 0.0%
Value ($000) $248 Shares 766 Est. Cost $332.02 Unrealized 0.0%
INTC Intel Corp. 0.0%
Value ($000) $247 Shares 7,373 Est. Cost $24.23 Unrealized 0.0%
Utilities Select Sector SPDR ETF 0.0%
Value ($000) $247 Shares 2,835 Est. Cost $87.21 Unrealized
HWM Howmet Aerospace Inc. 0.0%
Value ($000) $245 Shares 1,249 Est. Cost $182.11 Unrealized 0.0%
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0%
Value ($000) $243 Shares 2,547 Est. Cost $95.22 Unrealized
UnitedHealth Group 0.0%
Value ($000) $242 Shares 702 Est. Cost $381.37 Unrealized
NGG National Grid PLC ADR 0.0%
Value ($000) $241 Shares 3,320 Est. Cost $65.91 Unrealized
First Trust NYSE Arca Biotech ETF 0.0%
Value ($000) $240 Shares 1,340 Est. Cost $167.02 Unrealized
WDFC W D 40 Co. 0.0%
Value ($000) $240 Shares 1,215 Est. Cost $139.06 Unrealized +54.1%
Essentials Utilities Inc. 0.0%
Value ($000) $239 Shares 6,000 Est. Cost $39.53 Unrealized
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $236 Shares 668 Est. Cost $433.87 Unrealized -17.3%
FAST Fastenal Company 0.0%
Value ($000) $231 Shares 4,719 Est. Cost $35.92 Unrealized +30.7%
Capital Group Global Growth Equity - ETF 0.0%
Value ($000) $229 Shares 6,705 Est. Cost $34.17 Unrealized
INFY Infosys Technologies, Ltd. 0.0%
Value ($000) $229 Shares 14,065 Est. Cost $10.84 Unrealized
FlexShares Quality Dividend ETF 0.0%
Value ($000) $228 Shares 2,875 Est. Cost $73.18 Unrealized
First Trust Preferred Secs & Inc ETF 0.0%
Value ($000) $226 Shares 12,405 Est. Cost $16.39 Unrealized
CM Canadian Imperial Bank of Commerce 0.0%
Value ($000) $225 Shares 2,814 Est. Cost $75.26 Unrealized 0.0%
DHR Danaher Corp. 0.0%
Value ($000) $222 Shares 1,122 Est. Cost $116.78 Unrealized +69.9%
RLI RLI Corp. 0.0%
Value ($000) $222 Shares 3,408 Est. Cost $72.17 Unrealized -9.6%
DOW Dow Inc. 0.0%
Value ($000) $212 Shares 9,226 Est. Cost $37.68 Unrealized -35.5%
ServiceNow, Inc. 0.0%
Value ($000) $205 Shares 223 Est. Cost $590.25 Unrealized
Global Payments Inc. 0.0%
Value ($000) $205 Shares 2,465 Est. Cost $83.08 Unrealized
DTE DTE Energy 0.0%
Value ($000) $204 Shares 1,439 Est. Cost $134.89 Unrealized 0.0%
ProShares S&P 500 ex-Health Care ETF 0.0%
Value ($000) $203 Shares 2,770 Est. Cost $73.37 Unrealized
MHGVY Mowi ASA ADR 0.0%
Value ($000) $202 Shares 9,545 Est. Cost $21.17 Unrealized
Ameriprise Financial, Inc. 0.0%
Value ($000) $202 Shares 411 Est. Cost $530.63 Unrealized
Gainbridge - SteadyPace 10yr MYGA 0.0%
Value ($000) $139 Shares 139,484 Est. Cost $1.00 Unrealized
Barings BDC, Inc. 0.0%
Value ($000) $139 Shares 15,874 Est. Cost $8.33 Unrealized
UMC United Microelectronics ADR 0.0%
Value ($000) $107 Shares 14,129 Est. Cost $7.11 Unrealized
Kitwave Group PLC 0.0%
Value ($000) $34 Shares 11,029 Est. Cost $4.39 Unrealized