Bellwether Advisors, LLC Diversified Active

CIK: 0001819815 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Jan 29, 2021

Total Value ($000): $227,205 (100.0% shares, 0.0% debt)

Holdings (345)

IVV ISHARES CORE S&P 500 ETF 14.2%
Value ($000) $32,306 Shares 86,060 Est. Cost $375.39 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 4.9%
Value ($000) $11,240 Shares 165,590 Est. Cost $67.88 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3.7%
Value ($000) $8,511 Shares 72,012 Est. Cost $118.19 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 3.6%
Value ($000) $8,184 Shares 132,077 Est. Cost $61.96 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 3.5%
Value ($000) $7,863 Shares 48,752 Est. Cost $161.29 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 3.1%
Value ($000) $7,152 Shares 55,007 Est. Cost $130.02 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 3.0%
Value ($000) $6,928 Shares 94,382 Est. Cost $73.40 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 3.0%
Value ($000) $6,817 Shares 101,459 Est. Cost $67.19 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.9%
Value ($000) $6,559 Shares 28,541 Est. Cost $229.81 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.9%
Value ($000) $6,521 Shares 70,960 Est. Cost $91.90 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 2.8%
Value ($000) $6,387 Shares 123,694 Est. Cost $51.64 Unrealized
IXN ISHARES GLOBAL TECH ETF 2.2%
Value ($000) $4,899 Shares 16,328 Est. Cost $300.04 Unrealized
URI UNITED RENTALS INC COM 2.1%
Value ($000) $4,739 Shares 20,435 Est. Cost $204.61 Unrealized 0.0%
PSEP INNOVATOR S&P 500 POWER BUFFER ETF - SEPTEMBER 1.7%
Value ($000) $3,811 Shares 136,516 Est. Cost $27.92 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.6%
Value ($000) $3,645 Shares 123,661 Est. Cost $29.48 Unrealized
PJUL INNOVATOR S&P 500 POWER BUFFER ETF - JULY 1.6%
Value ($000) $3,547 Shares 123,357 Est. Cost $28.75 Unrealized
CERNER CORP COM 1.5%
Value ($000) $3,377 Shares 43,039 Est. Cost $78.46 Unrealized
ABT ABBOTT LABS COM 1.4%
Value ($000) $3,286 Shares 30,017 Est. Cost $99.26 Unrealized 0.0%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 1.4%
Value ($000) $3,277 Shares 53,653 Est. Cost $61.08 Unrealized
ABBV ABBVIE INC COM 1.4%
Value ($000) $3,214 Shares 30,000 Est. Cost $78.94 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.3%
Value ($000) $2,943 Shares 18,310 Est. Cost $160.73 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 1.3%
Value ($000) $2,910 Shares 19,212 Est. Cost $151.47 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 1.2%
Value ($000) $2,797 Shares 45,104 Est. Cost $50.03 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 1.2%
Value ($000) $2,791 Shares 23,088 Est. Cost $103.86 Unrealized 0.0%
PJAN INNOVATOR S&P 500 POWER BUFFER ETF - JANUARY 1.2%
Value ($000) $2,700 Shares 88,296 Est. Cost $30.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $2,567 Shares 11,073 Est. Cost $220.20 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 1.1%
Value ($000) $2,534 Shares 28,625 Est. Cost $88.52 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.1%
Value ($000) $2,509 Shares 45,981 Est. Cost $54.57 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 1.0%
Value ($000) $2,245 Shares 16,259 Est. Cost $138.08 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 1.0%
Value ($000) $2,159 Shares 79,268 Est. Cost $27.24 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.9%
Value ($000) $2,121 Shares 41,827 Est. Cost $50.71 Unrealized
PJUN INNOVATOR S&P 500 POWER BUFFER ETF - JUNE 0.8%
Value ($000) $1,898 Shares 63,130 Est. Cost $30.06 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.8%
Value ($000) $1,856 Shares 15,844 Est. Cost $117.14 Unrealized
PAPR INNOVATOR S&P 500 POWER BUFFER ETF - APRIL 0.8%
Value ($000) $1,840 Shares 67,462 Est. Cost $27.27 Unrealized
PDEC INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBER 0.7%
Value ($000) $1,696 Shares 58,503 Est. Cost $28.99 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,509 Shares 24,326 Est. Cost $62.03 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.7%
Value ($000) $1,501 Shares 7,089 Est. Cost $155.87 Unrealized 0.0%
PNOV INNOVATOR S&P 500 POWER BUFFER ETF - NOVEMBER 0.6%
Value ($000) $1,471 Shares 50,838 Est. Cost $28.94 Unrealized
PFEB INNOVATOR S&P 500 POWER BUFFER ETF - FEBRUARY 0.6%
Value ($000) $1,385 Shares 52,857 Est. Cost $26.20 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.6%
Value ($000) $1,299 Shares 13,407 Est. Cost $96.89 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.5%
Value ($000) $1,204 Shares 18,880 Est. Cost $63.77 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $1,141 Shares 18,479 Est. Cost $61.75 Unrealized
SVB FINANCIAL GROUP COM 0.5%
Value ($000) $1,058 Shares 2,728 Est. Cost $387.83 Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $1,016 Shares 2,720 Est. Cost $373.53 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.4%
Value ($000) $974 Shares 6,425 Est. Cost $121.81 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $970 Shares 17,596 Est. Cost $55.13 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.4%
Value ($000) $965 Shares 2,861 Est. Cost $445.83 Unrealized 0.0%
ACWI ISHARES MSCI ACWI INDEX FUND 0.4%
Value ($000) $961 Shares 10,603 Est. Cost $90.63 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.4%
Value ($000) $907 Shares 10,530 Est. Cost $86.13 Unrealized
ENPH ENPHASE ENERGY INC COM 0.4%
Value ($000) $810 Shares 4,621 Est. Cost $126.83 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.3%
Value ($000) $794 Shares 2,491 Est. Cost $276.37 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.3%
Value ($000) $787 Shares 10,884 Est. Cost $72.31 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $755 Shares 10,928 Est. Cost $69.09 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.3%
Value ($000) $730 Shares 4,158 Est. Cost $175.57 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.3%
Value ($000) $703 Shares 20,942 Est. Cost $33.57 Unrealized
FS KKR CAP CORP II COM 0.3%
Value ($000) $694 Shares 42,334 Est. Cost $16.39 Unrealized
BDEC INNOVATOR S&P 500 BUFFER ETF - DECEMBER 0.3%
Value ($000) $681 Shares 22,335 Est. Cost $30.49 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.3%
Value ($000) $670 Shares 5,162 Est. Cost $110.61 Unrealized 0.0%
ZENDESK INC COM 0.3%
Value ($000) $621 Shares 4,346 Est. Cost $142.89 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.3%
Value ($000) $610 Shares 13,427 Est. Cost $45.43 Unrealized
MBB ISHARES MBS ETF 0.3%
Value ($000) $601 Shares 5,462 Est. Cost $110.03 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $594 Shares 3,737 Est. Cost $134.81 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $585 Shares 11,694 Est. Cost $50.03 Unrealized
BSEP INNOVATOR S&P 500 BUFFER ETF - SEPTEMBER 0.3%
Value ($000) $584 Shares 20,048 Est. Cost $29.13 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $580 Shares 823 Est. Cost $170.65 Unrealized 0.0%
QRVO QORVO INC COM 0.3%
Value ($000) $578 Shares 3,479 Est. Cost $147.19 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $561 Shares 1,790 Est. Cost $313.41 Unrealized
PAUG INNOVATOR S&P 500 POWER BUFFER ETF - AUGUST 0.2%
Value ($000) $550 Shares 19,453 Est. Cost $28.27 Unrealized
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $508 Shares 10,917 Est. Cost $42.06 Unrealized 0.0%
CVNA CARVANA CO CL A 0.2%
Value ($000) $504 Shares 2,106 Est. Cost $228.56 Unrealized 0.0%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.2%
Value ($000) $501 Shares 16,447 Est. Cost $30.46 Unrealized
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.2%
Value ($000) $465 Shares 12,359 Est. Cost $37.62 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $447 Shares 3,734 Est. Cost $119.71 Unrealized
WERN WERNER ENTERPRISES INC COM 0.2%
Value ($000) $447 Shares 11,401 Est. Cost $40.69 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $445 Shares 3,480 Est. Cost $127.87 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $440 Shares 600 Est. Cost $226.70 Unrealized 0.0%
BLACKROCK INC COM 0.2%
Value ($000) $431 Shares 598 Est. Cost $720.74 Unrealized
BFEB INNOVATOR S&P 500 BUFFER ETF - FEBRUARY 0.2%
Value ($000) $393 Shares 14,452 Est. Cost $27.19 Unrealized
CPRT COPART INC COM 0.2%
Value ($000) $375 Shares 2,950 Est. Cost $29.14 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.2%
Value ($000) $372 Shares 4,114 Est. Cost $90.42 Unrealized
GNRC GENERAC HLDGS INC COM 0.2%
Value ($000) $364 Shares 1,602 Est. Cost $215.21 Unrealized 0.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $363 Shares 3,135 Est. Cost $115.79 Unrealized
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.2%
Value ($000) $362 Shares 4,225 Est. Cost $67.41 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $360 Shares 2,483 Est. Cost $129.28 Unrealized 0.0%
POCT INNOVATOR S&P 500 POWER BUFFER ETF - OCTOBER 0.2%
Value ($000) $355 Shares 12,763 Est. Cost $27.81 Unrealized
CAG CONAGRA BRANDS INC COM 0.2%
Value ($000) $344 Shares 9,487 Est. Cost $28.88 Unrealized 0.0%
KKR KKR & CO INC COM 0.1%
Value ($000) $336 Shares 8,302 Est. Cost $36.10 Unrealized 0.0%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $334 Shares 6,664 Est. Cost $50.12 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $321 Shares 3,722 Est. Cost $86.24 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $321 Shares 2,038 Est. Cost $157.51 Unrealized
BMAR INNOVATOR S&P 500 BUFFER ETF - MARCH 0.1%
Value ($000) $313 Shares 10,574 Est. Cost $29.60 Unrealized
BNOV INNOVATOR S&P 500 BUFFER ETF - NOVEMBER 0.1%
Value ($000) $313 Shares 10,518 Est. Cost $29.76 Unrealized
AAPL APPLE INC COM 0.1%
Value ($000) $310 Shares 2,338 Est. Cost $117.01 Unrealized 0.0%
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $300 Shares 1,350 Est. Cost $206.04 Unrealized 0.0%
PMAR INNOVATOR S&P 500 POWER BUFFER ETF - MARCH 0.1%
Value ($000) $299 Shares 10,520 Est. Cost $28.42 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $284 Shares 3,255 Est. Cost $87.25 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $264 Shares 2,276 Est. Cost $115.99 Unrealized
ROKU ROKU INC COM CL A 0.1%
Value ($000) $264 Shares 798 Est. Cost $262.32 Unrealized 0.0%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $253 Shares 8,231 Est. Cost $30.74 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $248 Shares 1,193 Est. Cost $178.06 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $244 Shares 75 Est. Cost $159.58 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $234 Shares 2,977 Est. Cost $66.96 Unrealized 0.0%
W WAYFAIR INC CL A 0.1%
Value ($000) $230 Shares 1,022 Est. Cost $265.47 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $215 Shares 2,960 Est. Cost $72.64 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $203 Shares 6,016 Est. Cost $33.74 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $193 Shares 545 Est. Cost $318.96 Unrealized 0.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $189 Shares 2,209 Est. Cost $85.56 Unrealized
BJUN INNOVATOR S&P 500 BUFFER ETF - JUNE 0.1%
Value ($000) $183 Shares 5,888 Est. Cost $31.08 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $175 Shares 100 Est. Cost $83.49 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $175 Shares 904 Est. Cost $193.58 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $168 Shares 3,380 Est. Cost $49.70 Unrealized
HEALTHCARE TR AMER INC CL A NEW 0.1%
Value ($000) $167 Shares 6,074 Est. Cost $27.49 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $156 Shares 638 Est. Cost $214.57 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $148 Shares 2,122 Est. Cost $47.97 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $146 Shares 624 Est. Cost $206.72 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $143 Shares 850 Est. Cost $136.91 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $143 Shares 418 Est. Cost $342.11 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $139 Shares 1,379 Est. Cost $100.80 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $127 Shares 3,183 Est. Cost $30.72 Unrealized 0.0%
CC CHEMOURS CO COM 0.1%
Value ($000) $125 Shares 5,059 Est. Cost $19.82 Unrealized 0.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $123 Shares 770 Est. Cost $148.05 Unrealized 0.0%
SPEU SPDR PORTFOLIO EUROPE ETF 0.1%
Value ($000) $116 Shares 3,084 Est. Cost $37.61 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $116 Shares 839 Est. Cost $123.16 Unrealized 0.0%
V VISA INC COM CL A 0.0%
Value ($000) $112 Shares 515 Est. Cost $197.22 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $112 Shares 2,420 Est. Cost $33.86 Unrealized 0.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $111 Shares 2,638 Est. Cost $42.08 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $105 Shares 989 Est. Cost $85.15 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $97 Shares 620 Est. Cost $127.53 Unrealized 0.0%
PMAY INNOVATOR S&P 500 POWER BUFFER ETF - MAY 0.0%
Value ($000) $97 Shares 3,455 Est. Cost $28.08 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $95 Shares 1,310 Est. Cost $72.52 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $93 Shares 632 Est. Cost $111.68 Unrealized 0.0%
LIVENT CORP COM 0.0%
Value ($000) $88 Shares 4,681 Est. Cost $18.80 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $84 Shares 168 Est. Cost $483.11 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $84 Shares 976 Est. Cost $86.07 Unrealized
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $83 Shares 1,453 Est. Cost $57.12 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $82 Shares 858 Est. Cost $95.57 Unrealized
RENEWABLE ENERGY GROUP INC COM NEW 0.0%
Value ($000) $81 Shares 1,152 Est. Cost $70.31 Unrealized
BJAN INNOVATOR S&P 500 BUFFER ETF - JANUARY 0.0%
Value ($000) $77 Shares 2,375 Est. Cost $32.42 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $75 Shares 185 Est. Cost $371.45 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $74 Shares 1,265 Est. Cost $43.98 Unrealized 0.0%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $72 Shares 841 Est. Cost $85.61 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $72 Shares 2,801 Est. Cost $19.45 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $71 Shares 809 Est. Cost $87.76 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $71 Shares 2,003 Est. Cost $35.45 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $71 Shares 335 Est. Cost $163.73 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $70 Shares 750 Est. Cost $72.61 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $70 Shares 348 Est. Cost $201.15 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $69 Shares 166 Est. Cost $415.66 Unrealized
KWR QUAKER CHEM CORP COM 0.0%
Value ($000) $68 Shares 270 Est. Cost $225.91 Unrealized 0.0%
ARCONIC CORPORATION COM 0.0%
Value ($000) $67 Shares 2,279 Est. Cost $29.40 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $64 Shares 519 Est. Cost $123.31 Unrealized
T AT&T INC COM 0.0%
Value ($000) $62 Shares 2,162 Est. Cost $15.38 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $62 Shares 565 Est. Cost $86.64 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $62 Shares 1,200 Est. Cost $51.67 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $59 Shares 1,214 Est. Cost $20.72 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $58 Shares 955 Est. Cost $42.37 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $58 Shares 1,115 Est. Cost $41.66 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $58 Shares 237 Est. Cost $259.08 Unrealized 0.0%
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.0%
Value ($000) $56 Shares 877 Est. Cost $63.85 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $53 Shares 10,000 Est. Cost $2.94 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $52 Shares 1,579 Est. Cost $24.49 Unrealized 0.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $51 Shares 350 Est. Cost $121.24 Unrealized 0.0%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $49 Shares 573 Est. Cost $85.51 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $49 Shares 300 Est. Cost $155.43 Unrealized 0.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $48 Shares 569 Est. Cost $84.36 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $47 Shares 176 Est. Cost $232.12 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $46 Shares 411 Est. Cost $111.92 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $45 Shares 261 Est. Cost $161.42 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $45 Shares 213 Est. Cost $193.25 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $43 Shares 290 Est. Cost $130.64 Unrealized 0.0%
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $43 Shares 2,400 Est. Cost $17.92 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $40 Shares 499 Est. Cost $80.16 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $40 Shares 141 Est. Cost $257.79 Unrealized 0.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $37 Shares 400 Est. Cost $92.50 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $37 Shares 225 Est. Cost $164.44 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $37 Shares 99 Est. Cost $347.39 Unrealized 0.0%
BOCT INNOVATOR S&P 500 BUFFER ETF - OCTOBER 0.0%
Value ($000) $37 Shares 1,240 Est. Cost $29.84 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $36 Shares 135 Est. Cost $272.24 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $34 Shares 800 Est. Cost $36.98 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $32 Shares 792 Est. Cost $30.36 Unrealized 0.0%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $30 Shares 4,886 Est. Cost $6.14 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $30 Shares 528 Est. Cost $56.82 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $30 Shares 205 Est. Cost $146.34 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $29 Shares 96 Est. Cost $280.94 Unrealized 0.0%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $28 Shares 240 Est. Cost $116.67 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $27 Shares 580 Est. Cost $40.31 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $26 Shares 525 Est. Cost $42.82 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $47.82 Unrealized 0.0%
BAPR INNOVATOR S&P 500 BUFFER ETF - APRIL 0.0%
Value ($000) $25 Shares 847 Est. Cost $29.52 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $25 Shares 466 Est. Cost $44.27 Unrealized 0.0%
FMBH FIRST MID ILL BANCSHARES INC COM 0.0%
Value ($000) $24 Shares 716 Est. Cost $26.13 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $23 Shares 184 Est. Cost $111.11 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $23 Shares 128 Est. Cost $140.23 Unrealized 0.0%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $23 Shares 4,350 Est. Cost $5.29 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $14.16 Unrealized 0.0%
BKE BUCKLE INC COM 0.0%
Value ($000) $22 Shares 787 Est. Cost $15.03 Unrealized 0.0%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $22 Shares 525 Est. Cost $51.34 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $20 Shares 106 Est. Cost $188.68 Unrealized
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $19 Shares 750 Est. Cost $25.33 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $19 Shares 271 Est. Cost $58.43 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $19 Shares 139 Est. Cost $123.21 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $18 Shares 338 Est. Cost $53.25 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $18 Shares 79 Est. Cost $196.32 Unrealized 0.0%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $17 Shares 373 Est. Cost $45.58 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $17 Shares 245 Est. Cost $69.39 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $16 Shares 189 Est. Cost $84.66 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $16 Shares 364 Est. Cost $43.96 Unrealized
INNOVATOR S&P 500 BUFFER ETF - AUGUST 0.0%
Value ($000) $16 Shares 540 Est. Cost $29.63 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $14 Shares 68 Est. Cost $205.88 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $14 Shares 708 Est. Cost $19.77 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $14 Shares 120 Est. Cost $116.67 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $14 Shares 111 Est. Cost $126.13 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $13 Shares 88 Est. Cost $118.20 Unrealized 0.0%
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $13 Shares 1,801 Est. Cost $7.22 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $13 Shares 150 Est. Cost $86.30 Unrealized 0.0%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $13 Shares 381 Est. Cost $34.12 Unrealized
NIELSEN HLDGS PLC SHS EUR 0.0%
Value ($000) $13 Shares 633 Est. Cost $20.54 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $12 Shares 37 Est. Cost $308.19 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $12 Shares 56 Est. Cost $198.26 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $12 Shares 307 Est. Cost $26.69 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $12 Shares 68 Est. Cost $153.98 Unrealized 0.0%
LAB FLUIDIGM CORP DEL COM 0.0%
Value ($000) $12 Shares 2,016 Est. Cost $6.57 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $88.73 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $12 Shares 188 Est. Cost $55.22 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $22.25 Unrealized 0.0%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $12 Shares 497 Est. Cost $16.99 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $11 Shares 52 Est. Cost $196.00 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $11 Shares 94 Est. Cost $98.14 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $11 Shares 160 Est. Cost $23.71 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $11 Shares 188 Est. Cost $58.51 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $11 Shares 600 Est. Cost $18.33 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $11 Shares 280 Est. Cost $39.29 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $11 Shares 43 Est. Cost $255.81 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $11 Shares 321 Est. Cost $25.55 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.49 Unrealized 0.0%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $10 Shares 77 Est. Cost $129.87 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $10 Shares 1,018 Est. Cost $9.82 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $10 Shares 333 Est. Cost $23.66 Unrealized 0.0%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $9 Shares 400 Est. Cost $15.87 Unrealized 0.0%
BARRICK GOLD CORP COM 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $9 Shares 264 Est. Cost $34.09 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $9 Shares 205 Est. Cost $43.90 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $9 Shares 52 Est. Cost $117.52 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 98 Est. Cost $91.84 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $8 Shares 255 Est. Cost $29.06 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $8 Shares 160 Est. Cost $39.03 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $8 Shares 135 Est. Cost $55.51 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.03 Unrealized 0.0%
MIRATI THERAPEUTICS INC COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $210.53 Unrealized
MRK MERCK & CO. INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $64.85 Unrealized 0.0%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 251 Est. Cost $27.89 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $7 Shares 264 Est. Cost $23.04 Unrealized 0.0%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $7 Shares 201 Est. Cost $34.83 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $7 Shares 30 Est. Cost $233.33 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $7 Shares 282 Est. Cost $24.82 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $7 Shares 223 Est. Cost $31.39 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $7 Shares 4 Est. Cost $83.74 Unrealized 0.0%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $6 Shares 151 Est. Cost $39.74 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $6 Shares 98 Est. Cost $61.22 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $93.41 Unrealized 0.0%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $6 Shares 151 Est. Cost $39.74 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $45.24 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $6 Shares 160 Est. Cost $33.76 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $5 Shares 16 Est. Cost $323.35 Unrealized 0.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $179.43 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $251.15 Unrealized 0.0%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $5 Shares 191 Est. Cost $26.18 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $5 Shares 146 Est. Cost $28.63 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $5 Shares 3 Est. Cost $1410.19 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.34 Unrealized 0.0%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $118.63 Unrealized 0.0%
IMVT IMMUNOVANT INC COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $46.23 Unrealized 0.0%
TIFFANY & CO NEW COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
TURNING POINT THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $117.65 Unrealized
FATE FATE THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $62.10 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $110.94 Unrealized 0.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
KOD KODIAK SCIENCES INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $111.49 Unrealized 0.0%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $4 Shares 28 Est. Cost $142.86 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $36.31 Unrealized 0.0%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $4 Shares 93 Est. Cost $43.01 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $57.09 Unrealized 0.0%
CDNA CAREDX INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $57.94 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $53.24 Unrealized 0.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $1158.08 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $77.38 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.60 Unrealized
QLTA ISHARES AAA - A RATED CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $163.50 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.02 Unrealized 0.0%
INNOVATOR DOUBLE STACKER ETF - OCTOBER 0.0%
Value ($000) $3 Shares 108 Est. Cost $27.78 Unrealized
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $3 Shares 71 Est. Cost $42.25 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $3 Shares 133 Est. Cost $22.56 Unrealized
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $242.47 Unrealized 0.0%
TWITTER INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.51 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
SLM SLM CORP COM 0.0%
Value ($000) $2 Shares 228 Est. Cost $10.52 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $141.39 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.35 Unrealized 0.0%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $2 Shares 231 Est. Cost $9.50 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $33.81 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 123 Est. Cost $11.18 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 118 Est. Cost $8.47 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.98 Unrealized 0.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $286.17 Unrealized 0.0%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $1 Shares 61 Est. Cost $16.39 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.01 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $44.02 Unrealized 0.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $191.55 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.87 Unrealized 0.0%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.04 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $144.87 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.47 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.51 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.23 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.43 Unrealized 0.0%
NAVISTAR INTL CORP NEW COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
BA BOEING CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $192.22 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $107.44 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $60.07 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $57.09 Unrealized 0.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $35.27 Unrealized 0.0%
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.40 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.42 Unrealized 0.0%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $85.70 Unrealized 0.0%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $13.33 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $49.35 Unrealized 0.0%