Bellwether Advisors, LLC Diversified Active

CIK: 0001819815 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 6, 2021

Total Value ($000): $252,512 (100.0% shares, 0.0% debt)

Holdings (424)

IVV ISHARES CORE S&P 500 ETF 13.7%
Value ($000) $34,642 Shares 87,088 Est. Cost $375.65 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 4.2%
Value ($000) $10,553 Shares 152,532 Est. Cost $67.88 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 3.3%
Value ($000) $8,384 Shares 246,240 Est. Cost $31.75 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3.2%
Value ($000) $7,957 Shares 69,904 Est. Cost $118.19 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 3.1%
Value ($000) $7,900 Shares 72,798 Est. Cost $92.32 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 3.0%
Value ($000) $7,497 Shares 46,663 Est. Cost $161.29 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.9%
Value ($000) $7,382 Shares 28,362 Est. Cost $229.81 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 2.9%
Value ($000) $7,375 Shares 124,935 Est. Cost $61.96 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 2.6%
Value ($000) $6,625 Shares 90,747 Est. Cost $73.40 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 2.6%
Value ($000) $6,599 Shares 93,895 Est. Cost $67.19 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 2.4%
Value ($000) $6,066 Shares 118,272 Est. Cost $51.64 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 2.4%
Value ($000) $5,997 Shares 60,922 Est. Cost $93.78 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 2.0%
Value ($000) $5,125 Shares 38,591 Est. Cost $130.02 Unrealized
IXN ISHARES GLOBAL TECH ETF 1.9%
Value ($000) $4,919 Shares 15,997 Est. Cost $300.04 Unrealized
PJAN INNOVATOR S&P 500 POWER BUFFER ETF - JANUARY 1.8%
Value ($000) $4,643 Shares 147,188 Est. Cost $30.97 Unrealized
URI UNITED RENTALS INC COM 1.8%
Value ($000) $4,441 Shares 13,481 Est. Cost $204.61 Unrealized +34.0%
PSEP INNOVATOR S&P 500 POWER BUFFER ETF - SEPTEMBER 1.6%
Value ($000) $3,944 Shares 137,240 Est. Cost $27.92 Unrealized
PJUL INNOVATOR S&P 500 POWER BUFFER ETF - JULY 1.5%
Value ($000) $3,769 Shares 128,519 Est. Cost $28.78 Unrealized
ABT ABBOTT LABS COM 1.4%
Value ($000) $3,597 Shares 30,017 Est. Cost $99.26 Unrealized +9.4%
ETSY ETSY INC COM 1.3%
Value ($000) $3,258 Shares 16,156 Est. Cost $209.31 Unrealized 0.0%
ABBV ABBVIE INC COM 1.3%
Value ($000) $3,246 Shares 30,000 Est. Cost $78.94 Unrealized +12.6%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 1.3%
Value ($000) $3,239 Shares 51,292 Est. Cost $61.08 Unrealized
DISCOVER FINL SVCS COM 1.2%
Value ($000) $3,144 Shares 33,099 Est. Cost $94.42 Unrealized
SVB FINANCIAL GROUP COM 1.2%
Value ($000) $2,915 Shares 5,906 Est. Cost $444.73 Unrealized
CERNER CORP COM 1.2%
Value ($000) $2,913 Shares 40,541 Est. Cost $78.46 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $2,844 Shares 11,135 Est. Cost $220.20 Unrealized +10.3%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 1.1%
Value ($000) $2,787 Shares 18,533 Est. Cost $151.47 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 1.0%
Value ($000) $2,598 Shares 41,162 Est. Cost $50.03 Unrealized +2.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.0%
Value ($000) $2,556 Shares 48,471 Est. Cost $54.47 Unrealized
PNOV INNOVATOR S&P 500 POWER BUFFER ETF - NOVEMBER 0.9%
Value ($000) $2,237 Shares 75,353 Est. Cost $29.18 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.9%
Value ($000) $2,197 Shares 13,076 Est. Cost $160.73 Unrealized
PAPR INNOVATOR S&P 500 POWER BUFFER ETF - APRIL 0.9%
Value ($000) $2,156 Shares 78,265 Est. Cost $27.31 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.8%
Value ($000) $2,115 Shares 16,268 Est. Cost $138.08 Unrealized
PFEB INNOVATOR S&P 500 POWER BUFFER ETF - FEBRUARY 0.8%
Value ($000) $2,098 Shares 76,265 Est. Cost $26.60 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.8%
Value ($000) $2,073 Shares 79,183 Est. Cost $27.24 Unrealized
PJUN INNOVATOR S&P 500 POWER BUFFER ETF - JUNE 0.8%
Value ($000) $2,030 Shares 66,204 Est. Cost $30.09 Unrealized
PDEC INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBER 0.8%
Value ($000) $1,994 Shares 67,006 Est. Cost $29.09 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.8%
Value ($000) $1,966 Shares 38,717 Est. Cost $50.71 Unrealized
PAUG INNOVATOR S&P 500 POWER BUFFER ETF - AUGUST 0.8%
Value ($000) $1,904 Shares 65,785 Est. Cost $28.74 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.7%
Value ($000) $1,838 Shares 15,844 Est. Cost $117.14 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.7%
Value ($000) $1,758 Shares 22,313 Est. Cost $75.63 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.7%
Value ($000) $1,743 Shares 26,778 Est. Cost $64.16 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $1,397 Shares 21,728 Est. Cost $62.03 Unrealized
POCT INNOVATOR S&P 500 POWER BUFFER ETF - OCTOBER 0.5%
Value ($000) $1,379 Shares 48,389 Est. Cost $28.32 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value ($000) $1,281 Shares 17,785 Est. Cost $70.22 Unrealized
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $1,236 Shares 9,255 Est. Cost $105.71 Unrealized 0.0%
NET CLOUDFLARE INC CL A COM 0.5%
Value ($000) $1,208 Shares 17,207 Est. Cost $77.08 Unrealized 0.0%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.5%
Value ($000) $1,200 Shares 12,168 Est. Cost $96.89 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.5%
Value ($000) $1,159 Shares 6,355 Est. Cost $155.87 Unrealized +35.7%
PH PARKER-HANNIFIN CORP COM 0.5%
Value ($000) $1,149 Shares 3,644 Est. Cost $270.58 Unrealized 0.0%
BJAN INNOVATOR S&P 500 BUFFER ETF - JANUARY 0.4%
Value ($000) $1,134 Shares 33,237 Est. Cost $34.00 Unrealized
GNRC GENERAC HLDGS INC COM 0.4%
Value ($000) $1,127 Shares 3,443 Est. Cost $257.72 Unrealized +14.4%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $1,107 Shares 2,793 Est. Cost $374.13 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $1,096 Shares 18,509 Est. Cost $61.75 Unrealized
ALLY ALLY FINL INC COM 0.4%
Value ($000) $1,033 Shares 22,858 Est. Cost $35.55 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.4%
Value ($000) $1,007 Shares 7,918 Est. Cost $107.90 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $959 Shares 17,541 Est. Cost $55.13 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.4%
Value ($000) $917 Shares 9,639 Est. Cost $90.63 Unrealized
FS KKR CAP CORP II COM 0.3%
Value ($000) $826 Shares 42,334 Est. Cost $16.39 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.3%
Value ($000) $760 Shares 20,942 Est. Cost $33.57 Unrealized
CVNA CARVANA CO CL A 0.3%
Value ($000) $738 Shares 2,813 Est. Cost $240.38 Unrealized +14.6%
ROKU ROKU INC COM CL A 0.3%
Value ($000) $735 Shares 2,259 Est. Cost $346.16 Unrealized +13.2%
BDEC INNOVATOR S&P 500 BUFFER ETF - DECEMBER 0.3%
Value ($000) $711 Shares 22,335 Est. Cost $30.49 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.3%
Value ($000) $641 Shares 15,423 Est. Cost $38.38 Unrealized 0.0%
VV VANGUARD LARGE-CAP INDEX FUND 0.3%
Value ($000) $641 Shares 3,461 Est. Cost $175.57 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.3%
Value ($000) $632 Shares 6,902 Est. Cost $86.13 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.2%
Value ($000) $617 Shares 1,273 Est. Cost $446.03 Unrealized 0.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $615 Shares 13,427 Est. Cost $45.43 Unrealized
BSEP INNOVATOR S&P 500 BUFFER ETF - SEPTEMBER 0.2%
Value ($000) $610 Shares 20,048 Est. Cost $29.13 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $608 Shares 11,694 Est. Cost $50.03 Unrealized
HUBS HUBSPOT INC COM 0.2%
Value ($000) $608 Shares 1,340 Est. Cost $439.38 Unrealized 0.0%
MBB ISHARES MBS ETF 0.2%
Value ($000) $592 Shares 5,462 Est. Cost $110.03 Unrealized
LYFT LYFT INC CL A COM 0.2%
Value ($000) $571 Shares 9,052 Est. Cost $55.82 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.2%
Value ($000) $544 Shares 27,052 Est. Cost $16.28 Unrealized 0.0%
MDB MONGODB INC CL A 0.2%
Value ($000) $538 Shares 2,015 Est. Cost $354.27 Unrealized 0.0%
WERN WERNER ENTERPRISES INC COM 0.2%
Value ($000) $537 Shares 11,401 Est. Cost $40.69 Unrealized +6.9%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $521 Shares 10,917 Est. Cost $42.06 Unrealized -2.5%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $492 Shares 3,484 Est. Cost $127.87 Unrealized
BNOV INNOVATOR S&P 500 BUFFER ETF - NOVEMBER 0.2%
Value ($000) $466 Shares 15,079 Est. Cost $30.10 Unrealized
PENN PENN NATL GAMING INC COM 0.2%
Value ($000) $464 Shares 4,432 Est. Cost $110.76 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $442 Shares 600 Est. Cost $226.70 Unrealized +0.6%
CC CHEMOURS CO COM 0.2%
Value ($000) $439 Shares 15,732 Est. Cost $21.55 Unrealized +3.8%
LIVENT CORP COM 0.2%
Value ($000) $431 Shares 24,910 Est. Cost $17.58 Unrealized
BFEB INNOVATOR S&P 500 BUFFER ETF - FEBRUARY 0.2%
Value ($000) $422 Shares 14,533 Est. Cost $27.19 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $421 Shares 3,734 Est. Cost $119.71 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $372 Shares 3,655 Est. Cost $86.24 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $365 Shares 11,079 Est. Cost $30.46 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $356 Shares 9,489 Est. Cost $28.88 Unrealized -1.7%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $335 Shares 6,683 Est. Cost $50.12 Unrealized
AAPL APPLE INC COM 0.1%
Value ($000) $334 Shares 2,738 Est. Cost $118.19 Unrealized +5.8%
PMAY INNOVATOR S&P 500 POWER BUFFER ETF - MAY 0.1%
Value ($000) $329 Shares 11,431 Est. Cost $28.57 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $328 Shares 1,395 Est. Cost $206.58 Unrealized +7.9%
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.1%
Value ($000) $319 Shares 7,852 Est. Cost $37.62 Unrealized
PMAR INNOVATOR S&P 500 POWER BUFFER ETF - MARCH 0.1%
Value ($000) $309 Shares 10,485 Est. Cost $28.42 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $305 Shares 2,803 Est. Cost $115.79 Unrealized
BMAR INNOVATOR S&P 500 BUFFER ETF - MARCH 0.1%
Value ($000) $300 Shares 9,658 Est. Cost $29.60 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.1%
Value ($000) $289 Shares 2,574 Est. Cost $121.81 Unrealized +8.9%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $277 Shares 3,183 Est. Cost $87.25 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $276 Shares 2,038 Est. Cost $157.51 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $273 Shares 2,133 Est. Cost $124.89 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $263 Shares 1,193 Est. Cost $178.06 Unrealized +5.6%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $257 Shares 2,116 Est. Cost $115.99 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $256 Shares 3,375 Est. Cost $73.03 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $244 Shares 8,231 Est. Cost $30.74 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $232 Shares 75 Est. Cost $159.58 Unrealized -0.7%
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $230 Shares 2,977 Est. Cost $66.96 Unrealized +8.6%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $212 Shares 6,016 Est. Cost $33.74 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $206 Shares 100 Est. Cost $83.49 Unrealized +17.3%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $204 Shares 2,224 Est. Cost $85.56 Unrealized
ATI ALLEGHENY TECHNOLOGIES INC COM 0.1%
Value ($000) $196 Shares 9,342 Est. Cost $19.55 Unrealized 0.0%
AMYRIS INC COM NEW 0.1%
Value ($000) $193 Shares 10,137 Est. Cost $19.04 Unrealized
TRINSEO S A SHS 0.1%
Value ($000) $191 Shares 3,010 Est. Cost $63.46 Unrealized
BJUN INNOVATOR S&P 500 BUFFER ETF - JUNE 0.1%
Value ($000) $188 Shares 5,888 Est. Cost $31.08 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $186 Shares 904 Est. Cost $193.58 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.1%
Value ($000) $185 Shares 10,000 Est. Cost $2.94 Unrealized +327.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $179 Shares 486 Est. Cost $318.96 Unrealized -6.0%
BAUG INNOVATOR S&P 500 BUFFER ETF - AUGUST 0.1%
Value ($000) $176 Shares 5,720 Est. Cost $30.77 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) $155 Shares 638 Est. Cost $214.57 Unrealized +6.2%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $152 Shares 418 Est. Cost $342.11 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $151 Shares 624 Est. Cost $206.72 Unrealized +21.9%
LOW LOWES COS INC COM 0.1%
Value ($000) $146 Shares 770 Est. Cost $148.05 Unrealized +6.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $145 Shares 2,626 Est. Cost $34.36 Unrealized +17.3%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $144 Shares 850 Est. Cost $136.91 Unrealized -3.6%
BLACKROCK INC COM 0.1%
Value ($000) $138 Shares 184 Est. Cost $720.74 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $138 Shares 1,379 Est. Cost $100.80 Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.1%
Value ($000) $128 Shares 3,533 Est. Cost $37.44 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $124 Shares 866 Est. Cost $103.86 Unrealized +19.7%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $115 Shares 2,638 Est. Cost $42.08 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $110 Shares 815 Est. Cost $123.16 Unrealized -6.1%
V VISA INC COM CL A 0.0%
Value ($000) $109 Shares 515 Est. Cost $197.22 Unrealized +3.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $108 Shares 989 Est. Cost $85.15 Unrealized +10.4%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $102 Shares 624 Est. Cost $127.53 Unrealized +10.4%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $101 Shares 1,067 Est. Cost $87.53 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $101 Shares 1,248 Est. Cost $47.97 Unrealized +35.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $97 Shares 858 Est. Cost $95.57 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $92 Shares 288 Est. Cost $313.41 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $88 Shares 1,021 Est. Cost $86.07 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $87 Shares 1,310 Est. Cost $72.52 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $86 Shares 1,641 Est. Cost $30.72 Unrealized +34.7%
T AT&T INC COM 0.0%
Value ($000) $85 Shares 2,813 Est. Cost $15.56 Unrealized +3.8%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $84 Shares 2,003 Est. Cost $35.45 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $79 Shares 168 Est. Cost $483.11 Unrealized -3.2%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $79 Shares 166 Est. Cost $415.66 Unrealized
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $78 Shares 1,453 Est. Cost $57.12 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $76 Shares 1,439 Est. Cost $51.86 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $74 Shares 185 Est. Cost $371.45 Unrealized -1.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $74 Shares 1,025 Est. Cost $43.32 Unrealized +29.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $73 Shares 1,265 Est. Cost $43.98 Unrealized -3.9%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $72 Shares 335 Est. Cost $163.73 Unrealized +7.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $72 Shares 348 Est. Cost $201.15 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $72 Shares 750 Est. Cost $72.61 Unrealized +7.6%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $68 Shares 809 Est. Cost $87.76 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $66 Shares 237 Est. Cost $259.08 Unrealized +4.1%
DE DEERE & CO COM 0.0%
Value ($000) $65 Shares 176 Est. Cost $232.12 Unrealized +32.5%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $64 Shares 565 Est. Cost $86.64 Unrealized +12.8%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $63 Shares 626 Est. Cost $84.31 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $62 Shares 519 Est. Cost $123.31 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $61 Shares 1,214 Est. Cost $20.72 Unrealized +2.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $60 Shares 1,115 Est. Cost $41.66 Unrealized +10.8%
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.0%
Value ($000) $60 Shares 904 Est. Cost $63.93 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $58 Shares 322 Est. Cost $132.27 Unrealized +11.1%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $56 Shares 1,579 Est. Cost $24.49 Unrealized +13.8%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $55 Shares 365 Est. Cost $119.76 Unrealized +6.3%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $54 Shares 573 Est. Cost $85.51 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $51 Shares 569 Est. Cost $84.36 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $50 Shares 261 Est. Cost $161.42 Unrealized +9.9%
PEP PEPSICO INC COM 0.0%
Value ($000) $49 Shares 350 Est. Cost $121.24 Unrealized -2.7%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $47 Shares 213 Est. Cost $193.25 Unrealized -1.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $47 Shares 300 Est. Cost $155.43 Unrealized -2.4%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $44 Shares 792 Est. Cost $30.36 Unrealized +42.7%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $43 Shares 800 Est. Cost $36.98 Unrealized +39.3%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $41 Shares 400 Est. Cost $92.50 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $41 Shares 124 Est. Cost $257.79 Unrealized +20.2%
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $40 Shares 227 Est. Cost $149.24 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $39 Shares 135 Est. Cost $272.24 Unrealized -1.8%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $39 Shares 225 Est. Cost $164.44 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $39 Shares 2,400 Est. Cost $17.92 Unrealized
BOCT INNOVATOR S&P 500 BUFFER ETF - OCTOBER 0.0%
Value ($000) $38 Shares 1,240 Est. Cost $29.84 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $37 Shares 4,886 Est. Cost $6.14 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $35 Shares 580 Est. Cost $40.31 Unrealized +22.8%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $34 Shares 99 Est. Cost $347.39 Unrealized -5.1%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $32 Shares 528 Est. Cost $56.82 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $31 Shares 240 Est. Cost $116.67 Unrealized
BKE BUCKLE INC COM 0.0%
Value ($000) $30 Shares 787 Est. Cost $15.03 Unrealized +48.3%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $29 Shares 525 Est. Cost $42.82 Unrealized +12.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $28 Shares 719 Est. Cost $28.47 Unrealized +11.1%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $27 Shares 85 Est. Cost $280.94 Unrealized -1.0%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $26 Shares 750 Est. Cost $25.33 Unrealized
BAPR INNOVATOR S&P 500 BUFFER ETF - APRIL 0.0%
Value ($000) $25 Shares 847 Est. Cost $29.52 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $25 Shares 184 Est. Cost $111.11 Unrealized +7.6%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $25 Shares 110 Est. Cost $167.39 Unrealized +13.0%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $24 Shares 525 Est. Cost $51.34 Unrealized -5.3%
KO COCA COLA CO COM 0.0%
Value ($000) $24 Shares 466 Est. Cost $44.27 Unrealized -2.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $23 Shares 128 Est. Cost $140.23 Unrealized +28.5%
EIX EDISON INTL COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $47.82 Unrealized -1.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $23 Shares 106 Est. Cost $188.68 Unrealized
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $23 Shares 4,350 Est. Cost $5.29 Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $22 Shares 373 Est. Cost $45.58 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $22 Shares 34 Est. Cost $77.28 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $20 Shares 271 Est. Cost $58.43 Unrealized +11.7%
AMGN AMGEN INC COM 0.0%
Value ($000) $19 Shares 79 Est. Cost $196.32 Unrealized +4.3%
HD HOME DEPOT INC COM 0.0%
Value ($000) $19 Shares 64 Est. Cost $244.19 Unrealized +0.1%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $19 Shares 338 Est. Cost $53.25 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $19 Shares 189 Est. Cost $84.66 Unrealized
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $19 Shares 375 Est. Cost $40.49 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $19 Shares 186 Est. Cost $79.58 Unrealized 0.0%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $18 Shares 245 Est. Cost $69.39 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $18 Shares 139 Est. Cost $123.21 Unrealized +5.2%
TSLA TESLA INC COM 0.0%
Value ($000) $17 Shares 26 Est. Cost $170.65 Unrealized +47.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $17 Shares 364 Est. Cost $43.96 Unrealized
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $17 Shares 1,801 Est. Cost $7.22 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $17 Shares 445 Est. Cost $25.41 Unrealized +20.6%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $16 Shares 319 Est. Cost $26.83 Unrealized +13.3%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $16 Shares 120 Est. Cost $116.67 Unrealized
DSP VIANT TECHNOLOGY INC COM CL A 0.0%
Value ($000) $15 Shares 296 Est. Cost $51.44 Unrealized 0.0%
NIELSEN HLDGS PLC SHS EUR 0.0%
Value ($000) $15 Shares 633 Est. Cost $20.54 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 708 Est. Cost $19.77 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $14 Shares 155 Est. Cost $67.80 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $14 Shares 71 Est. Cost $134.81 Unrealized +24.2%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $14 Shares 111 Est. Cost $126.13 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $14 Shares 188 Est. Cost $58.51 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $14 Shares 81 Est. Cost $147.19 Unrealized +19.3%
ZENDESK INC COM 0.0%
Value ($000) $14 Shares 111 Est. Cost $142.89 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $14 Shares 68 Est. Cost $205.88 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $14 Shares 56 Est. Cost $198.26 Unrealized +11.9%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $14 Shares 188 Est. Cost $55.22 Unrealized +12.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $13 Shares 600 Est. Cost $18.33 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $88.73 Unrealized +0.6%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $13 Shares 37 Est. Cost $308.19 Unrealized +3.7%
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $13 Shares 264 Est. Cost $34.09 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $13 Shares 1,018 Est. Cost $9.82 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.49 Unrealized +1.5%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $12 Shares 280 Est. Cost $39.29 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $12 Shares 328 Est. Cost $34.12 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $12 Shares 160 Est. Cost $23.71 Unrealized +22.6%
INTC INTEL CORP COM 0.0%
Value ($000) $12 Shares 189 Est. Cost $52.76 Unrealized +2.5%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $12 Shares 77 Est. Cost $129.87 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $22.25 Unrealized +5.5%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $12 Shares 600 Est. Cost $14.16 Unrealized +35.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $12 Shares 321 Est. Cost $25.55 Unrealized +12.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $11 Shares 52 Est. Cost $196.00 Unrealized +1.4%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $11 Shares 43 Est. Cost $255.81 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $73.33 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $11 Shares 8 Est. Cost $1589.27 Unrealized +6.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $86.30 Unrealized -0.2%
CTVA CORTEVA INC COM 0.0%
Value ($000) $10 Shares 224 Est. Cost $36.09 Unrealized +16.1%
MMM 3M CO COM 0.0%
Value ($000) $10 Shares 52 Est. Cost $117.52 Unrealized +6.4%
DOW DOW INC COM 0.0%
Value ($000) $10 Shares 160 Est. Cost $39.03 Unrealized +17.4%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $10 Shares 88 Est. Cost $118.20 Unrealized +27.7%
IMMUNITYBIO INC COM 0.0%
Value ($000) $10 Shares 462 Est. Cost $21.65 Unrealized
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $10 Shares 400 Est. Cost $15.87 Unrealized +35.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $10 Shares 205 Est. Cost $43.90 Unrealized
LAB FLUIDIGM CORP DEL COM 0.0%
Value ($000) $9 Shares 2,016 Est. Cost $6.57 Unrealized -16.4%
KR KROGER CO COM 0.0%
Value ($000) $9 Shares 255 Est. Cost $29.06 Unrealized +6.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 98 Est. Cost $91.84 Unrealized
CXW CORECIVIC INC COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.70 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $9 Shares 135 Est. Cost $55.51 Unrealized +9.2%
HPQ HP INC COM 0.0%
Value ($000) $9 Shares 304 Est. Cost $23.33 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $9 Shares 188 Est. Cost $40.08 Unrealized +1.3%
PINS PINTEREST INC CL A 0.0%
Value ($000) $9 Shares 128 Est. Cost $74.38 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $8 Shares 163 Est. Cost $57.47 Unrealized 0.0%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $8 Shares 266 Est. Cost $16.99 Unrealized +106.0%
CPRT COPART INC COM 0.0%
Value ($000) $8 Shares 77 Est. Cost $29.14 Unrealized -3.3%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $8 Shares 51 Est. Cost $129.28 Unrealized +12.5%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $8 Shares 4 Est. Cost $83.74 Unrealized +17.6%
BUZZ VANECK VECTORS SOCIAL SENTIMENT ETF 0.0%
Value ($000) $8 Shares 332 Est. Cost $24.10 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $8 Shares 138 Est. Cost $47.61 Unrealized 0.0%
QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $8 Shares 183 Est. Cost $43.72 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $114.59 Unrealized 0.0%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $8 Shares 282 Est. Cost $24.82 Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $7 Shares 330 Est. Cost $26.70 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
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 251 Est. Cost $27.89 Unrealized
DNLI DENALI THERAPEUTICS INC COM 0.0%
Value ($000) $7 Shares 136 Est. Cost $66.94 Unrealized 0.0%
IGM BIOSCIENCES INC COM 0.0%
Value ($000) $7 Shares 94 Est. Cost $74.47 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $7 Shares 98 Est. Cost $61.22 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $7 Shares 140 Est. Cost $42.88 Unrealized 0.0%
MRK MERCK & CO. INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $64.85 Unrealized -2.8%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $6 Shares 151 Est. Cost $39.74 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $42.34 Unrealized +34.4%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $179.43 Unrealized +13.8%
VCYT VERACYTE INC COM 0.0%
Value ($000) $6 Shares 117 Est. Cost $57.60 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $6 Shares 110 Est. Cost $43.57 Unrealized 0.0%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 181 Est. Cost $31.39 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $6 Shares 350 Est. Cost $22.50 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $16.00 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $45.24 Unrealized -4.3%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $6 Shares 58 Est. Cost $70.80 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $71.03 Unrealized +0.6%
KEY KEYCORP COM 0.0%
Value ($000) $6 Shares 325 Est. Cost $15.23 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $93.41 Unrealized +5.0%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $6 Shares 151 Est. Cost $39.74 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $138.54 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $251.15 Unrealized -6.8%
PFE PFIZER INC COM 0.0%
Value ($000) $5 Shares 146 Est. Cost $28.63 Unrealized -2.1%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $5 Shares 22 Est. Cost $227.27 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $57.09 Unrealized +33.5%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $36.31 Unrealized +84.8%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $91.30 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $5 Shares 16 Est. Cost $323.35 Unrealized +5.0%
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $163.50 Unrealized +30.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $77.81 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $4 Shares 48 Est. Cost $77.38 Unrealized +12.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $41.65 Unrealized 0.0%
MIRATI THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $210.53 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $1158.08 Unrealized +6.9%
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
SLM SLM CORP COM 0.0%
Value ($000) $4 Shares 228 Est. Cost $10.52 Unrealized +44.3%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $4 Shares 123 Est. Cost $28.18 Unrealized 0.0%
AMCOR PLC ORD 0.0%
Value ($000) $4 Shares 426 Est. Cost $9.32 Unrealized 0.0%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $126.28 Unrealized 0.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $4 Shares 133 Est. Cost $22.56 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $4 Shares 28 Est. Cost $142.86 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $240.18 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $4 Shares 258 Est. Cost $12.03 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $53.24 Unrealized +11.8%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $3 Shares 231 Est. Cost $9.50 Unrealized +29.6%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $110.94 Unrealized +36.9%
KOD KODIAK SCIENCES INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $115.92 Unrealized +17.8%
FATE FATE THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.53 Unrealized +50.8%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $3 Shares 30 Est. Cost $96.77 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $119.76 Unrealized +13.7%
CDNA CAREDX INC COM 0.0%
Value ($000) $3 Shares 57 Est. Cost $57.94 Unrealized +34.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.60 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.02 Unrealized +13.4%
INNOVATOR DOUBLE STACKER ETF - OCTOBER 0.0%
Value ($000) $3 Shares 108 Est. Cost $27.78 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $74.56 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $131.89 Unrealized 0.0%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 93 Est. Cost $43.01 Unrealized
QLTA ISHARES AAA - A RATED CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $39.42 Unrealized 0.0%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $3 Shares 112 Est. Cost $26.18 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
TWITTER INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.51 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 118 Est. Cost $8.47 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $191.55 Unrealized +3.6%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $141.39 Unrealized +13.3%
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $114.76 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $134.17 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.79 Unrealized 0.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $2 Shares 13 Est. Cost $233.92 Unrealized 0.0%
SLGN SILGAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $39.03 Unrealized 0.0%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $16.39 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.93 Unrealized 0.0%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $253.95 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.35 Unrealized +10.7%
KWR QUAKER CHEM CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $225.91 Unrealized +18.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $49.35 Unrealized +8.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $1 Shares 159 Est. Cost $8.68 Unrealized 0.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $286.17 Unrealized +5.1%
BBY BEST BUY INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.56 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.03 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.87 Unrealized +8.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $189.49 Unrealized 0.0%
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $129.38 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $184.45 Unrealized 0.0%
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 123 Est. Cost $11.18 Unrealized +2.7%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.01 Unrealized +40.6%
STT STATE STR CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.07 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.99 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $33.81 Unrealized +7.8%
WLK WESTLAKE CHEM CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.32 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.97 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $328.28 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $67.53 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $87.87 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $111.68 Unrealized +35.5%
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.98 Unrealized +21.7%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $1 Shares 21 Est. Cost $49.98 Unrealized 0.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $40.67 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $30.98 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $1 Shares 83 Est. Cost $17.06 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $200.84 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.26 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $207.25 Unrealized +7.2%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.23 Unrealized +1.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $107.44 Unrealized +0.7%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.43 Unrealized +28.5%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $82.28 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $85.70 Unrealized +6.1%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.69 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $117.61 Unrealized 0.0%
RENEWABLE ENERGY GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $70.31 Unrealized
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.40 Unrealized +38.7%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.47 Unrealized +10.3%
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $199.27 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $13.33 Unrealized -0.1%
ARCONIC CORPORATION COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $29.40 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
NAVISTAR INTL CORP NEW COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.04 Unrealized +49.9%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.42 Unrealized +13.7%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $144.87 Unrealized +12.7%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized +65.2%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $60.07 Unrealized +1.1%
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $57.09 Unrealized +4.3%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.51 Unrealized +13.7%
TER TERADYNE INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $123.17 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 53 Est. Cost $14.29 Unrealized