Bellwether Advisors, LLC Diversified Active

CIK: 0001819815 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 10, 2021

Total Value ($000): $289,980 (100.0% shares, 0.0% debt)

Holdings (450)

IVV ISHARES CORE S&P 500 ETF 12.9%
Value ($000) $37,443 Shares 87,093 Est. Cost $375.65 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 4.7%
Value ($000) $13,487 Shares 91,342 Est. Cost $140.20 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 3.7%
Value ($000) $10,802 Shares 146,758 Est. Cost $67.88 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 3.0%
Value ($000) $8,653 Shares 235,846 Est. Cost $31.75 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.9%
Value ($000) $8,331 Shares 73,746 Est. Cost $92.58 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.7%
Value ($000) $7,835 Shares 67,942 Est. Cost $118.19 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 2.7%
Value ($000) $7,820 Shares 45,094 Est. Cost $161.29 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.6%
Value ($000) $7,645 Shares 28,450 Est. Cost $229.81 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 2.4%
Value ($000) $7,059 Shares 39,539 Est. Cost $172.65 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 2.4%
Value ($000) $6,817 Shares 112,524 Est. Cost $61.96 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 2.2%
Value ($000) $6,446 Shares 85,334 Est. Cost $73.40 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 2.2%
Value ($000) $6,440 Shares 87,867 Est. Cost $67.19 Unrealized
PAPR INNOVATOR S&P 500 POWER BUFFER ETF - APRIL 2.1%
Value ($000) $6,134 Shares 215,542 Est. Cost $28.04 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 2.0%
Value ($000) $5,924 Shares 115,504 Est. Cost $51.64 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 2.0%
Value ($000) $5,828 Shares 56,918 Est. Cost $93.78 Unrealized
IXN ISHARES GLOBAL TECH ETF 1.7%
Value ($000) $5,017 Shares 14,865 Est. Cost $300.04 Unrealized
PJAN INNOVATOR S&P 500 POWER BUFFER ETF - JANUARY 1.6%
Value ($000) $4,747 Shares 146,327 Est. Cost $30.97 Unrealized
PSEP INNOVATOR S&P 500 POWER BUFFER ETF - SEPTEMBER 1.4%
Value ($000) $4,022 Shares 136,493 Est. Cost $27.92 Unrealized
URI UNITED RENTALS INC COM 1.3%
Value ($000) $3,778 Shares 11,843 Est. Cost $204.61 Unrealized +52.8%
ABT ABBOTT LABS COM 1.2%
Value ($000) $3,479 Shares 30,017 Est. Cost $99.26 Unrealized +8.1%
ABBV ABBVIE INC COM 1.2%
Value ($000) $3,379 Shares 30,000 Est. Cost $78.94 Unrealized +20.0%
PFEB INNOVATOR S&P 500 POWER BUFFER ETF - FEBRUARY 1.1%
Value ($000) $3,269 Shares 115,214 Est. Cost $27.20 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 1.1%
Value ($000) $3,213 Shares 50,087 Est. Cost $61.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $3,075 Shares 11,065 Est. Cost $220.20 Unrealized +26.9%
HUBS HUBSPOT INC COM 1.0%
Value ($000) $2,967 Shares 5,093 Est. Cost $499.92 Unrealized +4.3%
IBB ISHARES BIOTECHNOLOGY FUND 1.0%
Value ($000) $2,867 Shares 17,524 Est. Cost $151.47 Unrealized
CERNER CORP COM 1.0%
Value ($000) $2,805 Shares 35,895 Est. Cost $78.46 Unrealized
PNOV INNOVATOR S&P 500 POWER BUFFER ETF - NOVEMBER 0.9%
Value ($000) $2,544 Shares 84,157 Est. Cost $29.29 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.9%
Value ($000) $2,538 Shares 47,450 Est. Cost $54.47 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.8%
Value ($000) $2,436 Shares 33,495 Est. Cost $65.88 Unrealized
L BRANDS INC COM 0.8%
Value ($000) $2,415 Shares 33,527 Est. Cost $72.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.8%
Value ($000) $2,371 Shares 35,485 Est. Cost $50.03 Unrealized +7.7%
PDEC INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBER 0.8%
Value ($000) $2,234 Shares 73,236 Est. Cost $29.21 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.8%
Value ($000) $2,182 Shares 16,242 Est. Cost $138.08 Unrealized
PJUN INNOVATOR S&P 500 POWER BUFFER ETF - JUNE 0.7%
Value ($000) $2,105 Shares 67,827 Est. Cost $30.12 Unrealized
PAUG INNOVATOR S&P 500 POWER BUFFER ETF - AUGUST 0.7%
Value ($000) $2,083 Shares 71,047 Est. Cost $28.79 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.7%
Value ($000) $2,048 Shares 76,997 Est. Cost $27.24 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.6%
Value ($000) $1,856 Shares 15,844 Est. Cost $117.14 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.6%
Value ($000) $1,791 Shares 35,244 Est. Cost $50.71 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $1,754 Shares 23,438 Est. Cost $71.33 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1,688 Shares 20,513 Est. Cost $75.63 Unrealized
BDEC INNOVATOR S&P 500 BUFFER ETF - DECEMBER 0.6%
Value ($000) $1,661 Shares 50,024 Est. Cost $31.99 Unrealized
HPQ HP INC COM 0.6%
Value ($000) $1,632 Shares 54,086 Est. Cost $27.16 Unrealized +0.1%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.6%
Value ($000) $1,628 Shares 18,522 Est. Cost $77.58 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.6%
Value ($000) $1,624 Shares 15,659 Est. Cost $100.90 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. COM 0.6%
Value ($000) $1,615 Shares 22,706 Est. Cost $53.87 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.5%
Value ($000) $1,537 Shares 105,448 Est. Cost $13.75 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.5%
Value ($000) $1,510 Shares 39,447 Est. Cost $38.92 Unrealized +0.9%
FTNT FORTINET INC COM 0.5%
Value ($000) $1,499 Shares 6,294 Est. Cost $42.69 Unrealized 0.0%
IT GARTNER INC COM 0.5%
Value ($000) $1,499 Shares 6,190 Est. Cost $218.76 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $1,454 Shares 21,706 Est. Cost $62.03 Unrealized
GNRC GENERAC HLDGS INC COM 0.5%
Value ($000) $1,429 Shares 3,444 Est. Cost $257.72 Unrealized +30.2%
POCT INNOVATOR S&P 500 POWER BUFFER ETF - OCTOBER 0.5%
Value ($000) $1,378 Shares 47,361 Est. Cost $28.32 Unrealized
BJAN INNOVATOR S&P 500 BUFFER ETF - JANUARY 0.4%
Value ($000) $1,266 Shares 35,370 Est. Cost $34.11 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.4%
Value ($000) $1,252 Shares 12,174 Est. Cost $96.89 Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $1,204 Shares 2,814 Est. Cost $374.13 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $1,117 Shares 18,459 Est. Cost $61.75 Unrealized
PRU PRUDENTIAL FINL INC COM 0.4%
Value ($000) $1,031 Shares 10,062 Est. Cost $81.57 Unrealized +0.3%
C CITIGROUP INC COM NEW 0.4%
Value ($000) $1,016 Shares 14,361 Est. Cost $61.33 Unrealized +2.3%
KKR KKR & CO INC COM 0.4%
Value ($000) $1,015 Shares 17,150 Est. Cost $53.34 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.3%
Value ($000) $995 Shares 15,747 Est. Cost $54.06 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC COM 0.3%
Value ($000) $986 Shares 7,598 Est. Cost $81.39 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.3%
Value ($000) $976 Shares 6,314 Est. Cost $107.90 Unrealized +28.4%
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $973 Shares 3,912 Est. Cost $235.16 Unrealized +0.0%
ACWI ISHARES MSCI ACWI INDEX FUND 0.3%
Value ($000) $973 Shares 9,621 Est. Cost $90.63 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $946 Shares 17,268 Est. Cost $55.13 Unrealized
ETSY ETSY INC COM 0.3%
Value ($000) $920 Shares 4,471 Est. Cost $209.31 Unrealized -11.6%
BX BLACKSTONE GROUP INC COM 0.3%
Value ($000) $917 Shares 9,445 Est. Cost $76.25 Unrealized 0.0%
FSK FS KKR CAP CORP COM 0.3%
Value ($000) $864 Shares 40,206 Est. Cost $11.05 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.3%
Value ($000) $795 Shares 9,326 Est. Cost $85.64 Unrealized +0.0%
MGM MGM RESORTS INTERNATIONAL COM 0.3%
Value ($000) $792 Shares 18,570 Est. Cost $41.35 Unrealized 0.0%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.3%
Value ($000) $785 Shares 20,942 Est. Cost $33.57 Unrealized
BAPR INNOVATOR S&P 500 BUFFER ETF - APRIL 0.3%
Value ($000) $785 Shares 24,783 Est. Cost $31.60 Unrealized
F FORD MTR CO DEL COM 0.3%
Value ($000) $776 Shares 52,254 Est. Cost $10.08 Unrealized +0.0%
BSEP INNOVATOR S&P 500 BUFFER ETF - SEPTEMBER 0.3%
Value ($000) $764 Shares 24,029 Est. Cost $29.57 Unrealized
DE DEERE & CO COM 0.2%
Value ($000) $718 Shares 2,037 Est. Cost $333.26 Unrealized +2.9%
JACOBS ENGR GROUP INC COM 0.2%
Value ($000) $698 Shares 5,239 Est. Cost $133.23 Unrealized
PH PARKER-HANNIFIN CORP COM 0.2%
Value ($000) $695 Shares 2,266 Est. Cost $270.58 Unrealized +7.6%
VV VANGUARD LARGE-CAP INDEX FUND 0.2%
Value ($000) $692 Shares 3,449 Est. Cost $175.57 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $691 Shares 10,076 Est. Cost $58.91 Unrealized +0.0%
EFX EQUIFAX INC COM 0.2%
Value ($000) $681 Shares 2,845 Est. Cost $216.27 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $672 Shares 3,088 Est. Cost $210.27 Unrealized +0.8%
PMAR INNOVATOR S&P 500 POWER BUFFER ETF - MARCH 0.2%
Value ($000) $654 Shares 21,430 Est. Cost $29.49 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.2%
Value ($000) $648 Shares 1,754 Est. Cost $333.92 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $635 Shares 11,694 Est. Cost $50.03 Unrealized
BFEB INNOVATOR S&P 500 BUFFER ETF - FEBRUARY 0.2%
Value ($000) $625 Shares 20,427 Est. Cost $28.18 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $623 Shares 13,535 Est. Cost $45.43 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.2%
Value ($000) $600 Shares 6,079 Est. Cost $86.13 Unrealized
PMAY INNOVATOR S&P 500 POWER BUFFER ETF - MAY 0.2%
Value ($000) $595 Shares 20,231 Est. Cost $28.93 Unrealized
MBB ISHARES MBS ETF 0.2%
Value ($000) $591 Shares 5,462 Est. Cost $110.03 Unrealized
BMAR INNOVATOR S&P 500 BUFFER ETF - MARCH 0.2%
Value ($000) $583 Shares 17,791 Est. Cost $31.05 Unrealized
OLN OLIN CORP COM PAR $1 0.2%
Value ($000) $579 Shares 12,520 Est. Cost $41.12 Unrealized 0.0%
BNOV INNOVATOR S&P 500 BUFFER ETF - NOVEMBER 0.2%
Value ($000) $556 Shares 17,536 Est. Cost $30.33 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $527 Shares 3,574 Est. Cost $128.37 Unrealized
WERN WERNER ENTERPRISES INC COM 0.2%
Value ($000) $507 Shares 11,401 Est. Cost $40.69 Unrealized +14.8%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $501 Shares 10,496 Est. Cost $42.06 Unrealized -1.3%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $457 Shares 3,446 Est. Cost $127.84 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $452 Shares 1,669 Est. Cost $212.85 Unrealized +15.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $422 Shares 3,660 Est. Cost $119.71 Unrealized
AA ALCOA CORP COM 0.1%
Value ($000) $410 Shares 11,140 Est. Cost $34.73 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $409 Shares 1,837 Est. Cost $208.34 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $398 Shares 1,125 Est. Cost $343.44 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $396 Shares 1,007 Est. Cost $372.02 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $392 Shares 3,722 Est. Cost $86.59 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $379 Shares 10,959 Est. Cost $30.46 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $367 Shares 1,350 Est. Cost $246.83 Unrealized +6.5%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $344 Shares 9,466 Est. Cost $28.88 Unrealized +4.8%
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.1%
Value ($000) $340 Shares 7,955 Est. Cost $37.69 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $340 Shares 99 Est. Cost $161.18 Unrealized +3.1%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $335 Shares 6,683 Est. Cost $50.12 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $323 Shares 2,880 Est. Cost $115.69 Unrealized
AAPL APPLE INC COM 0.1%
Value ($000) $314 Shares 2,298 Est. Cost $118.19 Unrealized +7.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $294 Shares 3,733 Est. Cost $73.58 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $289 Shares 3,286 Est. Cost $87.27 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $289 Shares 2,008 Est. Cost $157.51 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $255 Shares 1,926 Est. Cost $115.99 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $253 Shares 104 Est. Cost $84.74 Unrealized +36.8%
UNP UNION PAC CORP COM 0.1%
Value ($000) $251 Shares 1,143 Est. Cost $178.06 Unrealized +12.5%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $247 Shares 8,231 Est. Cost $30.74 Unrealized
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $239 Shares 2,968 Est. Cost $66.96 Unrealized +10.7%
TROX TRONOX HOLDINGS PLC SHS 0.1%
Value ($000) $234 Shares 10,455 Est. Cost $21.95 Unrealized 0.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $232 Shares 2,282 Est. Cost $85.97 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $221 Shares 6,016 Est. Cost $33.74 Unrealized
LPX LOUISIANA PAC CORP COM 0.1%
Value ($000) $215 Shares 3,576 Est. Cost $63.92 Unrealized 0.0%
NUE NUCOR CORP COM 0.1%
Value ($000) $215 Shares 2,249 Est. Cost $87.00 Unrealized 0.0%
AMYRIS INC COM NEW 0.1%
Value ($000) $209 Shares 12,822 Est. Cost $18.47 Unrealized
BJUN INNOVATOR S&P 500 BUFFER ETF - JUNE 0.1%
Value ($000) $209 Shares 6,416 Est. Cost $31.20 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $202 Shares 3,380 Est. Cost $49.70 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $200 Shares 295 Est. Cost $212.99 Unrealized +1.9%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $181 Shares 624 Est. Cost $206.72 Unrealized +27.5%
BAUG INNOVATOR S&P 500 BUFFER ETF - AUGUST 0.1%
Value ($000) $180 Shares 5,720 Est. Cost $30.77 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $176 Shares 850 Est. Cost $136.91 Unrealized +19.9%
MVIS MICROVISION INC DEL COM NEW 0.1%
Value ($000) $167 Shares 10,000 Est. Cost $2.94 Unrealized +457.7%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $165 Shares 638 Est. Cost $214.57 Unrealized +13.5%
HEALTHCARE TR AMER INC CL A NEW 0.1%
Value ($000) $162 Shares 6,074 Est. Cost $27.49 Unrealized
BOCT INNOVATOR S&P 500 BUFFER ETF - OCTOBER 0.1%
Value ($000) $161 Shares 5,020 Est. Cost $31.52 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $149 Shares 770 Est. Cost $148.05 Unrealized +21.3%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $149 Shares 2,626 Est. Cost $34.36 Unrealized +38.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $143 Shares 866 Est. Cost $103.86 Unrealized +42.4%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $140 Shares 1,431 Est. Cost $92.48 Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $136 Shares 3,723 Est. Cost $37.39 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $135 Shares 1,263 Est. Cost $100.80 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $132 Shares 351 Est. Cost $318.96 Unrealized +6.1%
BLACKROCK INC COM 0.0%
Value ($000) $126 Shares 145 Est. Cost $720.74 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $124 Shares 1,189 Est. Cost $89.25 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $120 Shares 515 Est. Cost $197.22 Unrealized +12.1%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $120 Shares 2,638 Est. Cost $42.08 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $109 Shares 977 Est. Cost $85.15 Unrealized +19.4%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $109 Shares 815 Est. Cost $123.16 Unrealized -2.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $107 Shares 1,248 Est. Cost $47.97 Unrealized +47.1%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $102 Shares 624 Est. Cost $127.53 Unrealized +13.6%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $99 Shares 1,641 Est. Cost $30.72 Unrealized +53.6%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $98 Shares 168 Est. Cost $483.11 Unrealized +6.7%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $97 Shares 834 Est. Cost $95.57 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $88 Shares 1,259 Est. Cost $72.52 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $88 Shares 2,003 Est. Cost $35.45 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $87 Shares 1,580 Est. Cost $52.14 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $82 Shares 237 Est. Cost $259.08 Unrealized +16.9%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $81 Shares 166 Est. Cost $415.66 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $81 Shares 185 Est. Cost $371.45 Unrealized +13.1%
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $80 Shares 1,453 Est. Cost $57.12 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $80 Shares 348 Est. Cost $201.15 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $77 Shares 979 Est. Cost $76.33 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $74 Shares 862 Est. Cost $86.07 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $74 Shares 705 Est. Cost $86.63 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $73 Shares 335 Est. Cost $163.73 Unrealized +17.4%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $73 Shares 565 Est. Cost $86.64 Unrealized +33.1%
T AT&T INC COM 0.0%
Value ($000) $72 Shares 2,519 Est. Cost $15.56 Unrealized +9.2%
HAS HASBRO INC COM 0.0%
Value ($000) $70 Shares 750 Est. Cost $72.61 Unrealized +9.7%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $70 Shares 645 Est. Cost $98.59 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $68 Shares 522 Est. Cost $123.31 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $65 Shares 760 Est. Cost $87.76 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $64 Shares 1,148 Est. Cost $43.98 Unrealized -1.3%
FAST FASTENAL CO COM 0.0%
Value ($000) $63 Shares 1,214 Est. Cost $20.72 Unrealized +12.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $60 Shares 322 Est. Cost $132.27 Unrealized +29.2%
BMAY INNOVATOR S&P 500 BUFFER ETF - MAY 0.0%
Value ($000) $58 Shares 1,880 Est. Cost $30.85 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $58 Shares 1,026 Est. Cost $41.66 Unrealized +17.8%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $57 Shares 573 Est. Cost $85.51 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $57 Shares 1,444 Est. Cost $39.47 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $51 Shares 4,886 Est. Cost $6.14 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $51 Shares 350 Est. Cost $121.24 Unrealized +4.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $51 Shares 275 Est. Cost $155.43 Unrealized +7.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $49 Shares 261 Est. Cost $161.42 Unrealized +16.5%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $49 Shares 792 Est. Cost $30.36 Unrealized +64.8%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $49 Shares 213 Est. Cost $193.25 Unrealized +8.3%
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $45 Shares 243 Est. Cost $151.60 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $42 Shares 800 Est. Cost $36.98 Unrealized +51.4%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $42 Shares 225 Est. Cost $164.44 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $40 Shares 1,200 Est. Cost $33.33 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $40 Shares 1,184 Est. Cost $24.49 Unrealized +24.6%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $39 Shares 99 Est. Cost $347.39 Unrealized +3.4%
BKE BUCKLE INC COM 0.0%
Value ($000) $39 Shares 787 Est. Cost $15.03 Unrealized +68.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $38 Shares 640 Est. Cost $45.15 Unrealized +23.5%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $38 Shares 847 Est. Cost $43.02 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $38 Shares 110 Est. Cost $272.24 Unrealized +17.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $36 Shares 600 Est. Cost $51.92 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $34 Shares 223 Est. Cost $119.76 Unrealized +16.7%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $33 Shares 528 Est. Cost $56.82 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $32 Shares 719 Est. Cost $28.47 Unrealized +40.4%
CIRCOR INTL INC COM 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $32.00 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $32 Shares 240 Est. Cost $116.67 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $31 Shares 89 Est. Cost $257.79 Unrealized +34.2%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $30 Shares 580 Est. Cost $40.31 Unrealized +38.3%
BNY MELLON MUN INCOME INC COM 0.0%
Value ($000) $28 Shares 3,067 Est. Cost $9.13 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $27 Shares 573 Est. Cost $30.00 Unrealized +13.2%
DOV DOVER CORP COM 0.0%
Value ($000) $27 Shares 184 Est. Cost $111.11 Unrealized +25.2%
INVESCO MUN TR COM 0.0%
Value ($000) $26 Shares 1,900 Est. Cost $13.68 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $25 Shares 466 Est. Cost $44.27 Unrealized +6.8%
BJK VANECK VECTORS GAMING ETF 0.0%
Value ($000) $24 Shares 462 Est. Cost $51.95 Unrealized
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $24 Shares 750 Est. Cost $25.33 Unrealized
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $24 Shares 525 Est. Cost $51.34 Unrealized -7.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $24 Shares 106 Est. Cost $188.68 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $178.71 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $23 Shares 271 Est. Cost $58.43 Unrealized +29.6%
EIX EDISON INTL COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $47.82 Unrealized -1.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $22 Shares 63 Est. Cost $280.94 Unrealized +18.8%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $22 Shares 918 Est. Cost $17.20 Unrealized 0.0%
TWITTER INC COM 0.0%
Value ($000) $22 Shares 331 Est. Cost $63.87 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $22 Shares 128 Est. Cost $140.23 Unrealized +25.3%
NKE NIKE INC CL B 0.0%
Value ($000) $21 Shares 139 Est. Cost $123.21 Unrealized +2.0%
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $20 Shares 264 Est. Cost $34.09 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $20 Shares 64 Est. Cost $244.19 Unrealized +16.2%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $20 Shares 318 Est. Cost $53.25 Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $19 Shares 373 Est. Cost $45.58 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $19 Shares 1,294 Est. Cost $14.68 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $19 Shares 189 Est. Cost $84.66 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $19 Shares 79 Est. Cost $196.32 Unrealized +8.2%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $18 Shares 445 Est. Cost $25.41 Unrealized +43.9%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $18 Shares 364 Est. Cost $43.96 Unrealized
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $18 Shares 3,262 Est. Cost $5.29 Unrealized
DSP VIANT TECHNOLOGY INC COM CL A 0.0%
Value ($000) $17 Shares 584 Est. Cost $41.92 Unrealized -23.3%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $16 Shares 68 Est. Cost $205.88 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $16 Shares 120 Est. Cost $116.67 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $16 Shares 708 Est. Cost $19.77 Unrealized
NIELSEN HLDGS PLC SHS EUR 0.0%
Value ($000) $15 Shares 633 Est. Cost $20.54 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $15 Shares 188 Est. Cost $55.22 Unrealized +27.6%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $15 Shares 533 Est. Cost $32.35 Unrealized 0.0%
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $15 Shares 1,801 Est. Cost $7.22 Unrealized
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $14 Shares 375 Est. Cost $40.49 Unrealized -11.7%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $14 Shares 400 Est. Cost $35.00 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $14 Shares 150 Est. Cost $86.30 Unrealized -6.3%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $14 Shares 36 Est. Cost $308.19 Unrealized +19.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $14 Shares 600 Est. Cost $18.33 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $14 Shares 88 Est. Cost $118.20 Unrealized +2.9%
AOR ISHARES GROWTH ALLOCATION FUND 0.0%
Value ($000) $13 Shares 236 Est. Cost $55.08 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $13 Shares 200 Est. Cost $73.33 Unrealized 0.0%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $13 Shares 77 Est. Cost $129.87 Unrealized
COHEN & STEERS TOTAL RETURN RL COM 0.0%
Value ($000) $13 Shares 817 Est. Cost $15.91 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $13 Shares 52 Est. Cost $196.00 Unrealized +10.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $13 Shares 321 Est. Cost $25.55 Unrealized +32.4%
CMI CUMMINS INC COM 0.0%
Value ($000) $13 Shares 56 Est. Cost $198.26 Unrealized +15.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $13 Shares 600 Est. Cost $14.16 Unrealized +43.7%
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 +29.0%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $12 Shares 43 Est. Cost $255.81 Unrealized
LAB FLUIDIGM CORP DEL COM 0.0%
Value ($000) $12 Shares 2,016 Est. Cost $6.57 Unrealized -18.6%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $11 Shares 400 Est. Cost $15.87 Unrealized +42.9%
ORCL ORACLE CORP COM 0.0%
Value ($000) $10 Shares 135 Est. Cost $55.51 Unrealized +32.6%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $10 Shares 4 Est. Cost $83.74 Unrealized +41.3%
MMM 3M CO COM 0.0%
Value ($000) $10 Shares 52 Est. Cost $117.52 Unrealized +19.5%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $10 Shares 83 Est. Cost $126.13 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $10 Shares 205 Est. Cost $43.90 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $10 Shares 160 Est. Cost $39.03 Unrealized +30.8%
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $10 Shares 793 Est. Cost $65.27 Unrealized 0.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $10 Shares 319 Est. Cost $27.68 Unrealized
IAC IAC INTERACTIVECORP NEW COM NEW 0.0%
Value ($000) $10 Shares 71 Est. Cost $129.53 Unrealized 0.0%
INMD INMODE LTD SHS 0.0%
Value ($000) $10 Shares 109 Est. Cost $42.48 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $10 Shares 189 Est. Cost $52.76 Unrealized +1.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $9 Shares 224 Est. Cost $36.09 Unrealized +21.6%
KR KROGER CO COM 0.0%
Value ($000) $9 Shares 255 Est. Cost $29.06 Unrealized +17.4%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $88.73 Unrealized +12.9%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $9 Shares 188 Est. Cost $40.08 Unrealized +14.4%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $114.59 Unrealized +17.5%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $9 Shares 21 Est. Cost $346.16 Unrealized +2.2%
SNAP SNAP INC CL A 0.0%
Value ($000) $9 Shares 143 Est. Cost $57.47 Unrealized +4.4%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $110.49 Unrealized +8.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 98 Est. Cost $91.84 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $22.25 Unrealized +17.8%
AVALARA INC COM 0.0%
Value ($000) $9 Shares 58 Est. Cost $155.17 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $8 Shares 138 Est. Cost $47.61 Unrealized +15.7%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $8 Shares 154 Est. Cost $52.23 Unrealized 0.0%
BUZZ VANECK VECTORS SOCIAL SENTIMENT ETF 0.0%
Value ($000) $8 Shares 332 Est. Cost $24.10 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $8 Shares 71 Est. Cost $57.09 Unrealized +72.4%
ALTERYX INC COM CL A 0.0%
Value ($000) $8 Shares 103 Est. Cost $77.67 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $8 Shares 30 Est. Cost $233.33 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $7 Shares 98 Est. Cost $61.22 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $7 Shares 52 Est. Cost $93.41 Unrealized +21.4%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 226 Est. Cost $27.89 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $7 Shares 151 Est. Cost $39.74 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $42.34 Unrealized +57.3%
PEJ INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF 0.0%
Value ($000) $7 Shares 152 Est. Cost $46.05 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $7 Shares 80 Est. Cost $87.50 Unrealized
INARI MED INC COM 0.0%
Value ($000) $7 Shares 80 Est. Cost $87.50 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $7 Shares 140 Est. Cost $42.88 Unrealized +14.3%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $7 Shares 201 Est. Cost $34.83 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $6 Shares 88 Est. Cost $107.95 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $6 Shares 110 Est. Cost $43.57 Unrealized +8.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $6 Shares 59 Est. Cost $70.92 Unrealized +9.9%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $6 Shares 98 Est. Cost $61.22 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $6 Shares 325 Est. Cost $15.23 Unrealized +13.5%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $138.54 Unrealized +14.5%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $6 Shares 128 Est. Cost $46.88 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $16.00 Unrealized
DNLI DENALI THERAPEUTICS INC COM 0.0%
Value ($000) $6 Shares 86 Est. Cost $66.94 Unrealized -7.6%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value ($000) $6 Shares 95 Est. Cost $63.16 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 181 Est. Cost $31.39 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $45.24 Unrealized -3.2%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $179.43 Unrealized +28.0%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $5 Shares 28 Est. Cost $142.86 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $5 Shares 133 Est. Cost $37.59 Unrealized
IGM BIOSCIENCES INC COM 0.0%
Value ($000) $5 Shares 66 Est. Cost $74.47 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $5 Shares 116 Est. Cost $35.55 Unrealized +23.1%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $5 Shares 182 Est. Cost $25.70 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $77.81 Unrealized +9.9%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $5 Shares 250 Est. Cost $22.50 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $64.85 Unrealized -1.1%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $5 Shares 16 Est. Cost $323.35 Unrealized +12.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $251.15 Unrealized +7.6%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $5 Shares 170 Est. Cost $24.82 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $126.28 Unrealized +16.2%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $91.30 Unrealized +11.2%
POOL POOL CORP COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $398.28 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $4 Shares 121 Est. Cost $28.63 Unrealized +8.2%
CVNA CARVANA CO CL A 0.0%
Value ($000) $4 Shares 15 Est. Cost $240.38 Unrealized +13.2%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $4 Shares 30 Est. Cost $96.77 Unrealized
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $4 Shares 31 Est. Cost $83.18 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $240.18 Unrealized +8.6%
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 +1.0%
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $71.03 Unrealized +6.6%
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 208 Est. Cost $26.70 Unrealized -16.6%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $4 Shares 41 Est. Cost $81.33 Unrealized 0.0%
SLM SLM CORP COM 0.0%
Value ($000) $4 Shares 228 Est. Cost $10.52 Unrealized +87.3%
RY ROYAL BK CDA COM 0.0%
Value ($000) $4 Shares 48 Est. Cost $77.38 Unrealized +28.1%
AMCOR PLC ORD 0.0%
Value ($000) $4 Shares 426 Est. Cost $9.32 Unrealized +5.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $4 Shares 53 Est. Cost $56.60 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $1158.08 Unrealized +25.2%
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $55.92 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $1589.27 Unrealized -7.6%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $4 Shares 91 Est. Cost $39.74 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $4 Shares 231 Est. Cost $9.50 Unrealized +80.7%
NIKOLA CORP COM 0.0%
Value ($000) $4 Shares 265 Est. Cost $15.09 Unrealized
VIR VIR BIOTECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 98 Est. Cost $45.46 Unrealized 0.0%
MORPHIC HLDG INC COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.05 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $4 Shares 123 Est. Cost $28.18 Unrealized +18.8%
PPD INC COM 0.0%
Value ($000) $3 Shares 86 Est. Cost $34.88 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $53.24 Unrealized +26.3%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $39.42 Unrealized +18.3%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $3 Shares 258 Est. Cost $12.03 Unrealized +3.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.02 Unrealized +18.8%
VCEL VERICEL CORP COM 0.0%
Value ($000) $3 Shares 74 Est. Cost $56.98 Unrealized 0.0%
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 +20.2%
QLTA ISHARES AAA - A RATED CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $131.89 Unrealized +14.8%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 93 Est. Cost $43.01 Unrealized
NDSN NORDSON CORP COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $201.02 Unrealized 0.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $3 Shares 13 Est. Cost $233.92 Unrealized -0.8%
VCYT VERACYTE INC COM 0.0%
Value ($000) $3 Shares 81 Est. Cost $57.60 Unrealized -25.8%
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 24 Est. Cost $133.33 Unrealized
CERIDIAN HCM HLDG INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $90.30 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
GAMESTOP CORP 0.0%
Value ($000) $2 Shares 2 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.35 Unrealized +26.6%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $141.39 Unrealized +35.6%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $253.95 Unrealized -0.1%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $134.17 Unrealized -1.2%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.93 Unrealized +14.8%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.79 Unrealized +13.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $114.76 Unrealized +1.3%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $31.03 Unrealized +4.2%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
SLGN SILGAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $39.03 Unrealized +8.7%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $16.39 Unrealized
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.39 Unrealized
AVIR ATEA PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 116 Est. Cost $30.05 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $144.87 Unrealized +32.2%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $40.67 Unrealized +13.2%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.99 Unrealized -1.6%
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $286.17 Unrealized +25.3%
BBY BEST BUY INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.56 Unrealized +4.9%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $189.49 Unrealized -6.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $49.35 Unrealized +13.2%
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.87 Unrealized +24.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $67.53 Unrealized +2.4%
STT STATE STR CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.07 Unrealized +9.6%
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.97 Unrealized +2.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $60.07 Unrealized +19.4%
WLK WESTLAKE CHEM CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.32 Unrealized +12.2%
OI O-I GLASS INC COM 0.0%
Value ($000) $1 Shares 71 Est. Cost $16.94 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $87.87 Unrealized +15.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.01 Unrealized +62.1%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.26 Unrealized +23.4%
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $129.38 Unrealized +7.1%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $85.70 Unrealized +30.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $30.98 Unrealized +15.8%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $191.55 Unrealized +21.6%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 123 Est. Cost $11.18 Unrealized -5.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $328.28 Unrealized +0.3%
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $124.90 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 89 Est. Cost $8.47 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $184.45 Unrealized +6.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 56 Est. Cost $18.18 Unrealized
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 +24.1%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.18 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $1 Shares 31 Est. Cost $36.53 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $1 Shares 83 Est. Cost $17.06 Unrealized +7.1%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.98 Unrealized +39.6%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.05 Unrealized 0.0%
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.40 Unrealized +57.6%
BETZ ROUNDHILL SPORTS BETTING & IGAMING ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.19 Unrealized +25.3%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $121.81 Unrealized -12.6%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $57.09 Unrealized +9.3%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.42 Unrealized +19.0%
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.69 Unrealized +3.4%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized +85.1%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BA BOEING CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $207.25 Unrealized +16.7%
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.47 Unrealized +12.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.23 Unrealized +19.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.43 Unrealized +45.5%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $16.99 Unrealized +71.2%
TER TERADYNE INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $123.17 Unrealized +1.9%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $117.61 Unrealized +6.3%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $107.44 Unrealized +19.6%
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $82.28 Unrealized -0.9%
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.93 Unrealized 0.0%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $191.25 Unrealized -4.2%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.33 Unrealized -11.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 36 Est. Cost $14.29 Unrealized
NAVISTAR INTL CORP NEW COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized