Bellwether Advisors, LLC Diversified Active

CIK: 0001819815 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 28, 2022

Total Value ($000): $321,348 (100.0% shares, 0.0% debt)

Holdings (578)

IVV ISHARES CORE S&P 500 ETF 12.6%
Value ($000) $40,438 Shares 84,777 Est. Cost $375.65 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 7.2%
Value ($000) $23,242 Shares 324,705 Est. Cost $66.27 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 6.8%
Value ($000) $21,712 Shares 556,022 Est. Cost $38.94 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 5.7%
Value ($000) $18,236 Shares 89,203 Est. Cost $203.95 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 3.6%
Value ($000) $11,634 Shares 143,807 Est. Cost $67.88 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 3.0%
Value ($000) $9,675 Shares 174,337 Est. Cost $55.50 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.5%
Value ($000) $8,161 Shares 71,277 Est. Cost $92.58 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 2.5%
Value ($000) $8,023 Shares 44,131 Est. Cost $161.29 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.4%
Value ($000) $7,581 Shares 26,781 Est. Cost $229.81 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.1%
Value ($000) $6,857 Shares 60,113 Est. Cost $118.19 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 2.0%
Value ($000) $6,396 Shares 107,065 Est. Cost $61.96 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 2.0%
Value ($000) $6,356 Shares 216,736 Est. Cost $28.06 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 2.0%
Value ($000) $6,280 Shares 81,814 Est. Cost $73.40 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 1.9%
Value ($000) $5,953 Shares 83,917 Est. Cost $67.19 Unrealized
IXN ISHARES GLOBAL TECH ETF 1.7%
Value ($000) $5,580 Shares 86,664 Est. Cost $97.44 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 1.7%
Value ($000) $5,505 Shares 109,171 Est. Cost $51.64 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 1.5%
Value ($000) $4,949 Shares 148,763 Est. Cost $31.00 Unrealized
PSEP INNOVATOR U.S EQUITY POWER BUFFER ETF A SEPTEMBER 1.3%
Value ($000) $4,208 Shares 138,496 Est. Cost $27.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $3,333 Shares 11,148 Est. Cost $227.82 Unrealized +25.7%
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 1.0%
Value ($000) $3,201 Shares 109,535 Est. Cost $27.20 Unrealized
CERNER CORP COM 0.9%
Value ($000) $3,036 Shares 32,699 Est. Cost $78.46 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.9%
Value ($000) $3,018 Shares 48,054 Est. Cost $61.08 Unrealized
ABT ABBOTT LABS COM 0.9%
Value ($000) $2,957 Shares 21,017 Est. Cost $99.26 Unrealized +19.6%
ABBV ABBVIE INC COM 0.9%
Value ($000) $2,881 Shares 21,281 Est. Cost $78.94 Unrealized +28.8%
IVW ISHARES S&P 500 GROWTH ETF 0.8%
Value ($000) $2,642 Shares 31,579 Est. Cost $65.88 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.8%
Value ($000) $2,603 Shares 17,060 Est. Cost $151.47 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF A NOVEMBER 0.8%
Value ($000) $2,482 Shares 80,056 Est. Cost $29.43 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF A DECEMBER 0.8%
Value ($000) $2,413 Shares 75,931 Est. Cost $29.33 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.7%
Value ($000) $2,362 Shares 73,299 Est. Cost $30.19 Unrealized
URI UNITED RENTALS INC COM 0.7%
Value ($000) $2,255 Shares 6,787 Est. Cost $204.61 Unrealized +68.8%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $2,168 Shares 3,819 Est. Cost $484.45 Unrealized +0.8%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.7%
Value ($000) $2,140 Shares 70,329 Est. Cost $28.79 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $1,990 Shares 31,922 Est. Cost $50.03 Unrealized -1.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.6%
Value ($000) $1,842 Shares 15,844 Est. Cost $117.14 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF A DECEMBER 0.6%
Value ($000) $1,834 Shares 52,074 Est. Cost $32.05 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.6%
Value ($000) $1,798 Shares 33,986 Est. Cost $54.47 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.5%
Value ($000) $1,761 Shares 4,499 Est. Cost $427.26 Unrealized +0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value ($000) $1,659 Shares 22,239 Est. Cost $71.33 Unrealized
EXC EXELON CORP COM 0.5%
Value ($000) $1,598 Shares 27,675 Est. Cost $30.24 Unrealized +7.5%
FLOT ISHARES FLOATING RATE BOND ETF 0.5%
Value ($000) $1,591 Shares 31,376 Est. Cost $50.71 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $1,521 Shares 16,298 Est. Cost $75.38 Unrealized +2.6%
LNG CHENIERE ENERGY INC COM NEW 0.4%
Value ($000) $1,440 Shares 14,199 Est. Cost $87.52 Unrealized +19.2%
OKE ONEOK INC NEW COM 0.4%
Value ($000) $1,431 Shares 24,359 Est. Cost $43.85 Unrealized +13.2%
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.4%
Value ($000) $1,390 Shares 37,285 Est. Cost $34.21 Unrealized
WMB WILLIAMS COS INC COM 0.4%
Value ($000) $1,389 Shares 53,344 Est. Cost $20.94 Unrealized +8.7%
BRO BROWN & BROWN INC COM 0.4%
Value ($000) $1,385 Shares 19,721 Est. Cost $62.76 Unrealized +0.0%
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF A OCTOBER 0.4%
Value ($000) $1,286 Shares 42,246 Est. Cost $28.32 Unrealized
SBNY SIGNATURE BK NEW YORK N Y COM 0.4%
Value ($000) $1,283 Shares 3,969 Est. Cost $323.26 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.4%
Value ($000) $1,254 Shares 11,582 Est. Cost $96.89 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $1,251 Shares 20,910 Est. Cost $62.03 Unrealized
NDAQ NASDAQ INC COM 0.4%
Value ($000) $1,209 Shares 5,758 Est. Cost $64.29 Unrealized 0.0%
BX BLACKSTONE INC COM 0.4%
Value ($000) $1,183 Shares 9,143 Est. Cost $116.12 Unrealized 0.0%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $1,182 Shares 2,490 Est. Cost $374.13 Unrealized
KKR KKR & CO INC COM 0.4%
Value ($000) $1,172 Shares 15,738 Est. Cost $71.11 Unrealized +0.2%
LOW LOWES COS INC COM 0.4%
Value ($000) $1,167 Shares 4,516 Est. Cost $207.10 Unrealized +6.1%
AJG GALLAGHER ARTHUR J & CO COM 0.4%
Value ($000) $1,158 Shares 6,827 Est. Cost $156.32 Unrealized +0.3%
AZO AUTOZONE INC COM 0.3%
Value ($000) $1,079 Shares 515 Est. Cost $1857.78 Unrealized +0.2%
F FORD MTR CO DEL COM 0.3%
Value ($000) $1,074 Shares 51,718 Est. Cost $13.92 Unrealized +0.5%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $1,041 Shares 17,576 Est. Cost $61.75 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $1,020 Shares 3,033 Est. Cost $252.37 Unrealized +24.2%
ACWI ISHARES MSCI ACWI INDEX FUND 0.3%
Value ($000) $1,007 Shares 9,521 Est. Cost $90.63 Unrealized
ETSY ETSY INC COM 0.3%
Value ($000) $970 Shares 4,432 Est. Cost $240.89 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.3%
Value ($000) $939 Shares 1,330 Est. Cost $43.24 Unrealized +0.1%
POOL POOL CORP COM 0.3%
Value ($000) $931 Shares 1,646 Est. Cost $497.54 Unrealized 0.0%
TSLA TESLA INC COM 0.3%
Value ($000) $906 Shares 858 Est. Cost $294.45 Unrealized +13.9%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $869 Shares 3,643 Est. Cost $40.70 Unrealized +0.1%
FSK FS KKR CAP CORP COM 0.3%
Value ($000) $841 Shares 40,206 Est. Cost $11.05 Unrealized +6.5%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.3%
Value ($000) $822 Shares 20,942 Est. Cost $33.57 Unrealized
EBAY EBAY INC. COM 0.3%
Value ($000) $818 Shares 12,310 Est. Cost $66.02 Unrealized 0.0%
BSEP INNOVATOR U.S. EQUITY BUFFER ETF A SEPTEMBER 0.2%
Value ($000) $801 Shares 23,991 Est. Cost $29.57 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.2%
Value ($000) $760 Shares 22,773 Est. Cost $31.60 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.2%
Value ($000) $728 Shares 3,295 Est. Cost $175.57 Unrealized
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.2%
Value ($000) $705 Shares 27,150 Est. Cost $25.97 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $700 Shares 26,242 Est. Cost $27.24 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.2%
Value ($000) $676 Shares 21,450 Est. Cost $29.60 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $652 Shares 7,760 Est. Cost $76.07 Unrealized +0.6%
BTU PEABODY ENGR CORP COM 0.2%
Value ($000) $651 Shares 64,660 Est. Cost $11.68 Unrealized 0.0%
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.2%
Value ($000) $644 Shares 20,071 Est. Cost $28.43 Unrealized
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $639 Shares 2,120 Est. Cost $278.30 Unrealized 0.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $630 Shares 13,928 Est. Cost $45.43 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.2%
Value ($000) $618 Shares 20,231 Est. Cost $28.93 Unrealized
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.2%
Value ($000) $615 Shares 17,791 Est. Cost $31.05 Unrealized
CG CARLYLE GROUP INC COM 0.2%
Value ($000) $595 Shares 10,851 Est. Cost $47.16 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $563 Shares 12,802 Est. Cost $33.60 Unrealized 0.0%
AAPL APPLE INC COM 0.2%
Value ($000) $546 Shares 3,076 Est. Cost $124.83 Unrealized +23.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $544 Shares 3,129 Est. Cost $140.20 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.2%
Value ($000) $544 Shares 5,093 Est. Cost $86.13 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $543 Shares 3,469 Est. Cost $128.37 Unrealized
WERN WERNER ENTERPRISES INC COM 0.2%
Value ($000) $543 Shares 11,401 Est. Cost $40.69 Unrealized +12.5%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $540 Shares 11,076 Est. Cost $41.93 Unrealized -7.9%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $513 Shares 154 Est. Cost $166.92 Unrealized +2.5%
EIX EDISON INTL COM 0.2%
Value ($000) $493 Shares 7,236 Est. Cost $52.37 Unrealized +0.5%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $487 Shares 3,682 Est. Cost $138.08 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $478 Shares 1,983 Est. Cost $210.75 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $475 Shares 1,350 Est. Cost $246.83 Unrealized +26.1%
BNOV INNOVATOR U.S. EQUITY BUFFER ETF A NOVEMBER 0.1%
Value ($000) $463 Shares 14,077 Est. Cost $30.44 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $461 Shares 1,058 Est. Cost $375.09 Unrealized
PCG PG&E CORP COM 0.1%
Value ($000) $452 Shares 37,282 Est. Cost $11.58 Unrealized +0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $446 Shares 3,219 Est. Cost $127.84 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $416 Shares 3,618 Est. Cost $119.71 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $401 Shares 3,623 Est. Cost $86.59 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $380 Shares 957 Est. Cost $343.44 Unrealized
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.1%
Value ($000) $372 Shares 8,009 Est. Cost $37.69 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $357 Shares 10,133 Est. Cost $30.46 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $349 Shares 6,995 Est. Cost $50.11 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $327 Shares 6,614 Est. Cost $50.03 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $323 Shares 9,471 Est. Cost $28.88 Unrealized -6.6%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $315 Shares 2,896 Est. Cost $115.45 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $312 Shares 2,145 Est. Cost $119.59 Unrealized
WHITING PETE CORP NEW COM NEW 0.1%
Value ($000) $292 Shares 4,521 Est. Cost $64.59 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $292 Shares 101 Est. Cost $84.74 Unrealized +68.7%
UNP UNION PAC CORP COM 0.1%
Value ($000) $285 Shares 1,135 Est. Cost $178.06 Unrealized +20.7%
CRK COMSTOCK RES INC COM 0.1%
Value ($000) $282 Shares 34,939 Est. Cost $8.66 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $269 Shares 3,424 Est. Cost $73.58 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $268 Shares 3,086 Est. Cost $87.27 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $258 Shares 2,221 Est. Cost $85.97 Unrealized
CALLON PETE CO DEL COM 0.1%
Value ($000) $243 Shares 5,151 Est. Cost $47.18 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $243 Shares 8,231 Est. Cost $30.74 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $232 Shares 6,360 Est. Cost $33.89 Unrealized
OASIS PETROLEUM INC COM NEW 0.1%
Value ($000) $228 Shares 1,812 Est. Cost $125.83 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $221 Shares 6,416 Est. Cost $31.20 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $206 Shares 3,541 Est. Cost $50.17 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $204 Shares 1,934 Est. Cost $93.78 Unrealized
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $188 Shares 2,969 Est. Cost $66.96 Unrealized -19.7%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $188 Shares 3,362 Est. Cost $37.06 Unrealized +31.8%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $187 Shares 874 Est. Cost $137.62 Unrealized +22.5%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $183 Shares 1,705 Est. Cost $89.41 Unrealized 0.0%
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.1%
Value ($000) $169 Shares 6,525 Est. Cost $25.75 Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.1%
Value ($000) $165 Shares 3,874 Est. Cost $37.52 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $165 Shares 291 Est. Cost $544.80 Unrealized +14.7%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF A OCTOBER 0.1%
Value ($000) $164 Shares 4,767 Est. Cost $31.52 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $162 Shares 56 Est. Cost $133.05 Unrealized +7.8%
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $156 Shares 4,694 Est. Cost $30.77 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $156 Shares 585 Est. Cost $217.36 Unrealized +15.5%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $150 Shares 1,396 Est. Cost $92.48 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $141 Shares 866 Est. Cost $103.86 Unrealized +55.8%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $139 Shares 1,263 Est. Cost $100.80 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $136 Shares 1,119 Est. Cost $89.25 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $136 Shares 407 Est. Cost $334.58 Unrealized -1.5%
BLACKROCK INC COM 0.0%
Value ($000) $132 Shares 145 Est. Cost $720.74 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $132 Shares 809 Est. Cost $123.16 Unrealized +8.9%
V VISA INC COM CL A 0.0%
Value ($000) $127 Shares 589 Est. Cost $200.96 Unrealized +3.6%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $126 Shares 1,082 Est. Cost $87.14 Unrealized +17.3%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $122 Shares 346 Est. Cost $318.96 Unrealized -3.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $118 Shares 1,641 Est. Cost $30.72 Unrealized +103.9%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value ($000) $118 Shares 3,843 Est. Cost $29.59 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $117 Shares 1,707 Est. Cost $54.71 Unrealized +0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $117 Shares 624 Est. Cost $230.13 Unrealized -6.2%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $110 Shares 2,670 Est. Cost $42.07 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $102 Shares 2,515 Est. Cost $40.56 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $101 Shares 196 Est. Cost $373.88 Unrealized +21.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $98 Shares 1,541 Est. Cost $21.51 Unrealized +24.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $97 Shares 929 Est. Cost $87.25 Unrealized -1.1%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $97 Shares 1,806 Est. Cost $55.13 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $95 Shares 778 Est. Cost $115.39 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $92 Shares 3,376 Est. Cost $27.25 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $91 Shares 1,243 Est. Cost $73.21 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $90 Shares 348 Est. Cost $201.15 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $90 Shares 1,248 Est. Cost $47.97 Unrealized +34.9%
TGT TARGET CORP COM 0.0%
Value ($000) $86 Shares 375 Est. Cost $213.27 Unrealized +0.4%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $86 Shares 1,241 Est. Cost $72.52 Unrealized
INMD INMODE LTD SHS 0.0%
Value ($000) $84 Shares 1,200 Est. Cost $60.88 Unrealized +31.7%
RH RH COM 0.0%
Value ($000) $80 Shares 150 Est. Cost $688.27 Unrealized -10.6%
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $79 Shares 1,453 Est. Cost $57.12 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $77 Shares 1,737 Est. Cost $35.45 Unrealized
CRC CALIFORNIA RES CORP COM STOCK 0.0%
Value ($000) $77 Shares 1,805 Est. Cost $38.45 Unrealized 0.0%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $77 Shares 979 Est. Cost $76.33 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $76 Shares 1,525 Est. Cost $49.04 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $74 Shares 429 Est. Cost $126.06 Unrealized +13.8%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $74 Shares 872 Est. Cost $86.07 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $74 Shares 306 Est. Cost $159.31 Unrealized +32.1%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $74 Shares 1,221 Est. Cost $36.71 Unrealized +46.8%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $74 Shares 143 Est. Cost $415.66 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $71 Shares 848 Est. Cost $87.34 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $71 Shares 1,453 Est. Cost $52.14 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $69 Shares 669 Est. Cost $86.63 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $69 Shares 335 Est. Cost $163.73 Unrealized +13.0%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $67 Shares 2,594 Est. Cost $25.83 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $67 Shares 655 Est. Cost $72.27 Unrealized +11.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $65 Shares 375 Est. Cost $156.07 Unrealized +0.1%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $63 Shares 598 Est. Cost $86.34 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 700 Est. Cost $75.63 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $63 Shares 1,218 Est. Cost $43.60 Unrealized -7.4%
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $62 Shares 1,880 Est. Cost $30.85 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $60 Shares 176 Est. Cost $333.26 Unrealized -1.4%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $60 Shares 354 Est. Cost $127.53 Unrealized +13.8%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $59 Shares 7,249 Est. Cost $9.48 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $58 Shares 350 Est. Cost $152.75 Unrealized +15.3%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $57 Shares 213 Est. Cost $193.25 Unrealized +18.8%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $57 Shares 1,206 Est. Cost $47.26 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $57 Shares 1,956 Est. Cost $28.46 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $55 Shares 11,035 Est. Cost $3.41 Unrealized +133.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $52 Shares 30 Est. Cost $35.21 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $51 Shares 1,026 Est. Cost $41.66 Unrealized +10.7%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $51 Shares 1,407 Est. Cost $40.91 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $51 Shares 124 Est. Cost $386.09 Unrealized +0.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $49 Shares 523 Est. Cost $123.31 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $48 Shares 1,184 Est. Cost $24.49 Unrealized +30.6%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $46 Shares 257 Est. Cost $166.26 Unrealized
T AT&T INC COM 0.0%
Value ($000) $46 Shares 1,885 Est. Cost $15.56 Unrealized -5.7%
AON AON PLC SHS CL A 0.0%
Value ($000) $44 Shares 148 Est. Cost $290.13 Unrealized +0.3%
CONTINENTAL RES INC COM 0.0%
Value ($000) $44 Shares 987 Est. Cost $44.58 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $43 Shares 225 Est. Cost $151.60 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $42 Shares 218 Est. Cost $165.44 Unrealized +1.9%
HAS HASBRO INC COM 0.0%
Value ($000) $42 Shares 420 Est. Cost $72.61 Unrealized +11.1%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $41 Shares 400 Est. Cost $98.59 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $41 Shares 197 Est. Cost $132.27 Unrealized +40.1%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $41 Shares 95 Est. Cost $263.86 Unrealized +49.7%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $33.33 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $40 Shares 499 Est. Cost $71.61 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $40 Shares 466 Est. Cost $66.37 Unrealized +19.5%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $38 Shares 1,160 Est. Cost $32.76 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $37 Shares 315 Est. Cost $86.64 Unrealized +23.4%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $37 Shares 382 Est. Cost $86.77 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $37 Shares 419 Est. Cost $74.35 Unrealized -2.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $37 Shares 325 Est. Cost $113.85 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $37 Shares 222 Est. Cost $134.93 Unrealized +14.5%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $37 Shares 67 Est. Cost $480.26 Unrealized +0.1%
KO COCA COLA CO COM 0.0%
Value ($000) $36 Shares 624 Est. Cost $45.41 Unrealized +8.3%
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value ($000) $36 Shares 1,948 Est. Cost $19.85 Unrealized 0.0%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $35 Shares 1,394 Est. Cost $39.47 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $35 Shares 223 Est. Cost $119.76 Unrealized +23.4%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $35 Shares 240 Est. Cost $116.67 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $34 Shares 719 Est. Cost $28.47 Unrealized +56.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $34 Shares 658 Est. Cost $49.03 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $34 Shares 319 Est. Cost $110.03 Unrealized
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.0%
Value ($000) $34 Shares 1,317 Est. Cost $32.53 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $33 Shares 493 Est. Cost $52.44 Unrealized +9.4%
HD HOME DEPOT INC COM 0.0%
Value ($000) $33 Shares 80 Est. Cost $254.26 Unrealized +35.0%
DOV DOVER CORP COM 0.0%
Value ($000) $33 Shares 184 Est. Cost $111.11 Unrealized +44.8%
BKE BUCKLE INC COM 0.0%
Value ($000) $33 Shares 787 Est. Cost $15.03 Unrealized +86.4%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $33 Shares 847 Est. Cost $43.02 Unrealized
AOR ISHARES GROWTH ALLOCATION FUND 0.0%
Value ($000) $33 Shares 587 Est. Cost $54.85 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $33 Shares 570 Est. Cost $34.18 Unrealized +17.7%
MRK MERCK & CO INC COM 0.0%
Value ($000) $32 Shares 420 Est. Cost $65.91 Unrealized +6.0%
SM SM ENERGY CO COM 0.0%
Value ($000) $32 Shares 1,111 Est. Cost $28.83 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $32 Shares 142 Est. Cost $281.03 Unrealized -4.0%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $32 Shares 528 Est. Cost $56.82 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $31 Shares 132 Est. Cost $259.08 Unrealized -0.8%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $30 Shares 320 Est. Cost $80.94 Unrealized -5.7%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $30 Shares 161 Est. Cost $159.94 Unrealized +0.3%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $29 Shares 140 Est. Cost $207.14 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $29 Shares 201 Est. Cost $157.51 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $29 Shares 255 Est. Cost $83.32 Unrealized +15.3%
ASAN ASANA INC CL A 0.0%
Value ($000) $28 Shares 378 Est. Cost $105.89 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $28 Shares 56 Est. Cost $335.57 Unrealized +25.8%
MCK MCKESSON CORP COM 0.0%
Value ($000) $27 Shares 111 Est. Cost $161.42 Unrealized +33.0%
MRNA MODERNA INC COM 0.0%
Value ($000) $27 Shares 110 Est. Cost $362.30 Unrealized -19.3%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $26 Shares 295 Est. Cost $72.85 Unrealized -0.2%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $25 Shares 618 Est. Cost $31.77 Unrealized +2.6%
ORCL ORACLE CORP COM 0.0%
Value ($000) $25 Shares 291 Est. Cost $70.42 Unrealized +26.2%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $36.98 Unrealized +72.7%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $24 Shares 580 Est. Cost $40.31 Unrealized +8.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $24 Shares 410 Est. Cost $61.33 Unrealized -6.8%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $24 Shares 750 Est. Cost $25.33 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $24 Shares 63 Est. Cost $280.94 Unrealized +23.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $24 Shares 342 Est. Cost $58.91 Unrealized -0.2%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $24 Shares 900 Est. Cost $19.84 Unrealized +16.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $23 Shares 318 Est. Cost $53.25 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $23 Shares 106 Est. Cost $188.68 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $22 Shares 311 Est. Cost $66.51 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $22 Shares 353 Est. Cost $44.36 Unrealized +13.8%
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $22 Shares 189 Est. Cost $47.47 Unrealized +2.0%
DENBURY INC COM 0.0%
Value ($000) $22 Shares 298 Est. Cost $73.83 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $21 Shares 59 Est. Cost $346.23 Unrealized -2.4%
CVNA CARVANA CO CL A 0.0%
Value ($000) $21 Shares 92 Est. Cost $275.07 Unrealized 0.0%
BCE BCE INC COM NEW 0.0%
Value ($000) $21 Shares 420 Est. Cost $37.13 Unrealized +2.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $21 Shares 150 Est. Cost $86.30 Unrealized +55.8%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $21 Shares 525 Est. Cost $51.34 Unrealized -15.3%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $21 Shares 586 Est. Cost $34.13 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $21 Shares 236 Est. Cost $74.83 Unrealized +0.2%
IHS MARKIT LTD SHS 0.0%
Value ($000) $21 Shares 159 Est. Cost $113.21 Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $20 Shares 1,180 Est. Cost $18.95 Unrealized 0.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $20 Shares 364 Est. Cost $43.96 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $20 Shares 171 Est. Cost $111.11 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $20 Shares 522 Est. Cost $29.69 Unrealized +3.3%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $20 Shares 189 Est. Cost $84.66 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $19 Shares 445 Est. Cost $25.41 Unrealized +61.4%
RRC RANGE RES CORP COM 0.0%
Value ($000) $19 Shares 1,108 Est. Cost $21.56 Unrealized 0.0%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $18 Shares 120 Est. Cost $116.67 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $18 Shares 1,231 Est. Cost $12.04 Unrealized +8.2%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $17 Shares 22 Est. Cost $727.27 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $17 Shares 1,148 Est. Cost $14.32 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $17 Shares 248 Est. Cost $56.45 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $17 Shares 299 Est. Cost $44.55 Unrealized +11.6%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $17 Shares 68 Est. Cost $205.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $17 Shares 26 Est. Cost $542.36 Unrealized +13.8%
TFJL INNOVATOR 20 YEAR TREASURY BOND 5 FLOOR ETF - JULY 0.0%
Value ($000) $17 Shares 750 Est. Cost $22.67 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $17 Shares 52 Est. Cost $196.00 Unrealized +37.8%
MKL MARKEL CORP COM 0.0%
Value ($000) $16 Shares 13 Est. Cost $1232.92 Unrealized +2.3%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $16 Shares 72 Est. Cost $191.52 Unrealized +2.7%
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $16 Shares 1,801 Est. Cost $7.22 Unrealized
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $16 Shares 3,262 Est. Cost $5.29 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $16 Shares 75 Est. Cost $197.08 Unrealized -6.1%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 708 Est. Cost $19.77 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $15 Shares 75 Est. Cost $211.06 Unrealized +0.1%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $15 Shares 135 Est. Cost $45.58 Unrealized -1.0%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $15 Shares 401 Est. Cost $34.72 Unrealized
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $15 Shares 240 Est. Cost $62.50 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $15 Shares 196 Est. Cost $62.43 Unrealized -0.5%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $14 Shares 66 Est. Cost $181.82 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $13 Shares 37 Est. Cost $333.92 Unrealized +16.4%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $13 Shares 182 Est. Cost $64.95 Unrealized +0.5%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $13 Shares 77 Est. Cost $129.87 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $13 Shares 67 Est. Cost $155.91 Unrealized -3.8%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $13 Shares 66 Est. Cost $210.27 Unrealized -11.2%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $13 Shares 294 Est. Cost $38.63 Unrealized +3.2%
DOMO DOMO INC COM CL B 0.0%
Value ($000) $13 Shares 263 Est. Cost $73.50 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $13 Shares 148 Est. Cost $63.77 Unrealized -3.5%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $13 Shares 600 Est. Cost $14.16 Unrealized +53.8%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $110.49 Unrealized +27.1%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $12 Shares 103 Est. Cost $92.96 Unrealized +7.0%
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $12 Shares 19 Est. Cost $631.58 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $12 Shares 43 Est. Cost $255.81 Unrealized
PDC ENERGY INC COM 0.0%
Value ($000) $12 Shares 262 Est. Cost $45.80 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $12 Shares 149 Est. Cost $29.58 Unrealized +8.2%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $12 Shares 51 Est. Cost $202.90 Unrealized +3.6%
ANSYS INC COM 0.0%
Value ($000) $12 Shares 30 Est. Cost $322.22 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $12 Shares 56 Est. Cost $198.26 Unrealized +3.8%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $12 Shares 9 Est. Cost $1684.49 Unrealized -16.6%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $12 Shares 160 Est. Cost $23.71 Unrealized +23.2%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $11 Shares 368 Est. Cost $29.89 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $11 Shares 98 Est. Cost $145.77 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $11 Shares 77 Est. Cost $140.23 Unrealized +12.5%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $20.72 Unrealized +32.5%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 119 Est. Cost $91.94 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $11 Shares 5 Est. Cost $2206.84 Unrealized +5.7%
WMT WALMART INC COM 0.0%
Value ($000) $11 Shares 81 Est. Cost $45.34 Unrealized -0.4%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $11 Shares 533 Est. Cost $32.35 Unrealized -15.3%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 22 Est. Cost $477.57 Unrealized +8.4%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $10 Shares 83 Est. Cost $126.13 Unrealized
SUPERNOVA PARTNERS ACQUISTN II SHS CL A 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $10 Shares 461 Est. Cost $38.94 Unrealized -23.5%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $10 Shares 373 Est. Cost $45.58 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $10 Shares 209 Est. Cost $54.14 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $10 Shares 224 Est. Cost $36.09 Unrealized +20.7%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $22.25 Unrealized +23.1%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $17.00 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $9 Shares 30 Est. Cost $233.33 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $9 Shares 160 Est. Cost $39.03 Unrealized +15.4%
CROX CROCS INC COM 0.0%
Value ($000) $9 Shares 71 Est. Cost $57.09 Unrealized +169.8%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $9 Shares 132 Est. Cost $71.57 Unrealized +1.5%
AMERICA MOVIL SAB DE CV SPON ADR L SHS 0.0%
Value ($000) $9 Shares 468 Est. Cost $17.09 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $9 Shares 52 Est. Cost $127.23 Unrealized +0.0%
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $9 Shares 24 Est. Cost $375.00 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $9 Shares 189 Est. Cost $52.76 Unrealized -10.4%
PPL PPL CORP COM 0.0%
Value ($000) $9 Shares 312 Est. Cost $24.59 Unrealized +1.4%
MET METLIFE INC COM 0.0%
Value ($000) $8 Shares 138 Est. Cost $47.61 Unrealized +16.3%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $8 Shares 412 Est. Cost $16.56 Unrealized +15.9%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $8 Shares 46 Est. Cost $134.23 Unrealized +2.9%
AFL AFLAC INC COM 0.0%
Value ($000) $8 Shares 140 Est. Cost $42.88 Unrealized +18.9%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $250.91 Unrealized +10.6%
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $7 Shares 332 Est. Cost $24.10 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $95.05 Unrealized +12.0%
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $7 Shares 156 Est. Cost $44.87 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $7 Shares 151 Est. Cost $39.74 Unrealized
GLOB GLOBANT S A COM 0.0%
Value ($000) $7 Shares 23 Est. Cost $274.41 Unrealized +7.8%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $7 Shares 108 Est. Cost $53.86 Unrealized +2.1%
KEY KEYCORP COM 0.0%
Value ($000) $7 Shares 325 Est. Cost $15.23 Unrealized +23.4%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $7 Shares 79 Est. Cost $47.12 Unrealized -5.7%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $7 Shares 207 Est. Cost $31.69 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $7 Shares 16 Est. Cost $416.99 Unrealized +2.1%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $7 Shares 543 Est. Cost $12.89 Unrealized
LAB FLUIDIGM CORP DEL COM 0.0%
Value ($000) $7 Shares 2,016 Est. Cost $6.57 Unrealized -28.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $70.26 Unrealized +23.1%
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value ($000) $7 Shares 48 Est. Cost $131.96 Unrealized +16.6%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 1,007 Est. Cost $6.95 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $7 Shares 201 Est. Cost $34.83 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $138.54 Unrealized +25.8%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 57 Est. Cost $115.47 Unrealized +2.7%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $6 Shares 88 Est. Cost $107.95 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $199.09 Unrealized -1.2%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $6 Shares 300 Est. Cost $21.39 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $6 Shares 88 Est. Cost $118.20 Unrealized -26.1%
RACE FERRARI N V COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $214.65 Unrealized +14.8%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $188.33 Unrealized +12.8%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 226 Est. Cost $27.89 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $436.77 Unrealized +6.3%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $519.19 Unrealized +0.2%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value ($000) $6 Shares 225 Est. Cost $22.22 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $6 Shares 5 Est. Cost $149.84 Unrealized -2.5%
SAP SAP SE SPON ADR 0.0%
Value ($000) $6 Shares 45 Est. Cost $133.33 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $6 Shares 97 Est. Cost $72.16 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $119.43 Unrealized +0.8%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $5 Shares 37 Est. Cost $131.69 Unrealized +7.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $126.28 Unrealized +20.2%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $5 Shares 204 Est. Cost $34.60 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $5 Shares 53 Est. Cost $56.60 Unrealized
NEENAH INC COM 0.0%
Value ($000) $5 Shares 119 Est. Cost $42.02 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $77.38 Unrealized +34.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $240.18 Unrealized +9.8%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $240.25 Unrealized +10.4%
AMCOR PLC ORD 0.0%
Value ($000) $5 Shares 426 Est. Cost $9.32 Unrealized +7.3%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $5 Shares 123 Est. Cost $28.18 Unrealized +31.8%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $5 Shares 58 Est. Cost $70.92 Unrealized -3.6%
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $41.65 Unrealized +24.3%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $5 Shares 28 Est. Cost $142.86 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $179.43 Unrealized +9.9%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $5 Shares 170 Est. Cost $24.82 Unrealized
WK WORKIVA INC COM CL A 0.0%
Value ($000) $5 Shares 40 Est. Cost $135.48 Unrealized +4.1%
EQIX EQUINIX INC COM 0.0%
Value ($000) $5 Shares 6 Est. Cost $762.13 Unrealized -3.2%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $91.30 Unrealized +4.2%
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $5 Shares 92 Est. Cost $76.09 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $73.27 Unrealized +4.1%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $5 Shares 14 Est. Cost $324.15 Unrealized +1.7%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $124.85 Unrealized +13.9%
FDX FEDEX CORP COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $251.15 Unrealized -12.4%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $671.94 Unrealized -6.6%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $70.93 Unrealized +4.1%
KMX CARMAX INC COM 0.0%
Value ($000) $5 Shares 43 Est. Cost $133.08 Unrealized +5.2%
CPRT COPART INC COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $35.73 Unrealized +3.9%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $77.81 Unrealized +11.2%
UPWK UPWORK INC COM 0.0%
Value ($000) $4 Shares 121 Est. Cost $44.20 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $4 Shares 30 Est. Cost $96.77 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $4 Shares 133 Est. Cost $27.68 Unrealized
CORE SCIENTIFIC INC COMMON STOCK 0.0%
Value ($000) $4 Shares 393 Est. Cost $10.18 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $172.91 Unrealized +8.4%
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.0%
Value ($000) $4 Shares 81 Est. Cost $49.38 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $4 Shares 47 Est. Cost $53.24 Unrealized +35.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $71.03 Unrealized +3.0%
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $82.70 Unrealized -1.1%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $4 Shares 134 Est. Cost $29.85 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $4 Shares 22 Est. Cost $318.18 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $4 Shares 183 Est. Cost $21.86 Unrealized
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.69 Unrealized -1.3%
BARRICK GOLD CORP COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $22.50 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $66.53 Unrealized -11.0%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $66.67 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $4 Shares 106 Est. Cost $37.74 Unrealized
SHOCKWAVE MED INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $205.86 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1505.18 Unrealized +0.4%
RENEWABLE ENERGY GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 88 Est. Cost $45.45 Unrealized
QLTA ISHARES AAA - A RATED CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $92.80 Unrealized +3.5%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $466.43 Unrealized -0.5%
SEM SELECT MED HLDGS CORP COM 0.0%
Value ($000) $3 Shares 111 Est. Cost $18.37 Unrealized -13.7%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $253.95 Unrealized +32.8%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.66 Unrealized +7.1%
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $39.61 Unrealized +7.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $3 Shares 68 Est. Cost $30.00 Unrealized +9.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.02 Unrealized +14.6%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $3 Shares 43 Est. Cost $75.98 Unrealized +7.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $120.76 Unrealized -15.5%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $3 Shares 44 Est. Cost $70.93 Unrealized +3.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $3 Shares 13 Est. Cost $247.61 Unrealized +12.1%
AVALARA INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $155.17 Unrealized
MGNX MACROGENICS INC COM 0.0%
Value ($000) $3 Shares 192 Est. Cost $22.66 Unrealized -16.9%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $186.49 Unrealized +10.1%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $88.25 Unrealized 0.0%
VRSN VERISIGN INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $217.22 Unrealized +5.5%
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value ($000) $3 Shares 71 Est. Cost $42.69 Unrealized -10.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $3 Shares 226 Est. Cost $11.82 Unrealized -5.9%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 93 Est. Cost $43.01 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $61.49 Unrealized -11.8%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $106.04 Unrealized +4.7%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $3 Shares 7 Est. Cost $628.22 Unrealized -20.5%
INNOVATOR DOUBLE STACKER ETF - OCTOBER 0.0%
Value ($000) $3 Shares 108 Est. Cost $27.78 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $679.09 Unrealized -5.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $208.54 Unrealized +3.4%
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $544.85 Unrealized +18.1%
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $3 Shares 72 Est. Cost $43.50 Unrealized -1.6%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 24 Est. Cost $133.33 Unrealized
EXPO EXPONENT INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $102.37 Unrealized +9.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $305.30 Unrealized +4.1%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 31 Est. Cost $64.52 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $21.49 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $114.26 Unrealized -3.8%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $3 Shares 91 Est. Cost $39.74 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $3 Shares 21 Est. Cost $149.24 Unrealized +4.2%
ACH OWENS & MINOR INC NEW COM 0.0%
Value ($000) $3 Shares 79 Est. Cost $39.35 Unrealized -0.4%
AES AES CORP COM 0.0%
Value ($000) $3 Shares 131 Est. Cost $20.54 Unrealized +0.7%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $3 Shares 24 Est. Cost $168.67 Unrealized -8.7%
SMPL SIMPLY GOOD FOODS CO COM 0.0%
Value ($000) $3 Shares 86 Est. Cost $35.94 Unrealized +6.2%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $84.21 Unrealized +28.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $74.56 Unrealized +23.8%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $3 Shares 50 Est. Cost $25.69 Unrealized +7.7%
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $3 Shares 77 Est. Cost $36.14 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.15 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $151.40 Unrealized -17.3%
DXCM DEXCOM INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $126.11 Unrealized +13.9%
BLACK KNIGHT INC COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.22 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $40.67 Unrealized +41.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 13 Est. Cost $233.92 Unrealized -7.4%
TRU TRANSUNION COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $114.88 Unrealized -2.4%
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $114.76 Unrealized -9.9%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $199.61 Unrealized +3.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $83.60 Unrealized -6.2%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $2 Shares 26 Est. Cost $92.92 Unrealized +10.3%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $2 Shares 37 Est. Cost $133.34 Unrealized -24.7%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $2 Shares 38 Est. Cost $26.32 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $141.39 Unrealized +24.5%
IAC IAC INTERACTIVECORP NEW COM NEW 0.0%
Value ($000) $2 Shares 17 Est. Cost $129.53 Unrealized -12.9%
FRPT FRESHPET INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $139.85 Unrealized -11.3%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $2 Shares 332 Est. Cost $6.02 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $2 Shares 18 Est. Cost $118.60 Unrealized +6.6%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $31.03 Unrealized +25.4%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $136.36 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $218.76 Unrealized +47.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $134.17 Unrealized +29.9%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.93 Unrealized +3.0%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $180.73 Unrealized +0.9%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $246.15 Unrealized +18.1%
GXC SPDR S&P CHINA ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $583.04 Unrealized +2.8%
SLGN SILGAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $39.03 Unrealized +5.8%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.79 Unrealized +17.6%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $2 Shares 61 Est. Cost $39.42 Unrealized +4.1%
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value ($000) $2 Shares 118 Est. Cost $17.38 Unrealized
FIZZ NATIONAL BEVERAGE CORP COM 0.0%
Value ($000) $2 Shares 61 Est. Cost $40.90 Unrealized +18.4%
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.0%
Value ($000) $2 Shares 589 Est. Cost $5.09 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $308.42 Unrealized +10.5%
HCSG HEALTHCARE SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 96 Est. Cost $27.05 Unrealized -28.1%
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.87 Unrealized +8.0%
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $129.38 Unrealized -9.1%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $1 Shares 38 Est. Cost $37.80 Unrealized -9.3%
LEVGQ THE LION ELECTRIC COMPANY COMMON STOCK 0.0%
Value ($000) $1 Shares 163 Est. Cost $11.26 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.26 Unrealized +26.5%
WLK WESTLAKE CHEM CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.32 Unrealized +13.4%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $87.87 Unrealized +43.4%
PROS HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $19.23 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.99 Unrealized -6.2%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $194.69 Unrealized +7.3%
STT STATE STR CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.07 Unrealized +24.0%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $1 Shares 10 Est. Cost $163.66 Unrealized -7.2%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.16 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.01 Unrealized +80.9%
BBY BEST BUY INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.56 Unrealized +3.6%
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $321.88 Unrealized +23.4%
KIDS ORTHOPEDIATRICS CORP COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $64.94 Unrealized -4.1%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $9.50 Unrealized +112.9%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $107.44 Unrealized +40.2%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $85.70 Unrealized +38.9%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $189.49 Unrealized -8.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $191.55 Unrealized +14.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $417.79 Unrealized +5.8%
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $363.20 Unrealized +2.5%
TER TERADYNE INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $123.17 Unrealized +12.2%
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
SUMMIT MATLS INC CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $1 Shares 83 Est. Cost $17.06 Unrealized +17.3%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.18 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $1 Shares 36 Est. Cost $35.96 Unrealized +10.8%
TWITTER INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $63.87 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.97 Unrealized -7.2%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $117.61 Unrealized +0.7%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.69 Unrealized -19.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.42 Unrealized +34.8%
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.31 Unrealized 0.0%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.43 Unrealized +39.5%
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $82.28 Unrealized +6.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.40 Unrealized +36.2%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $57.09 Unrealized +2.4%
SLM SLM CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.52 Unrealized +74.2%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized +62.0%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
DLO DLOCAL LTD CLASS A COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $53.19 Unrealized -22.5%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.93 Unrealized +0.1%
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $0 Shares 11 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 6 Est. Cost Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 36 Est. Cost $14.29 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized