Laurel Wealth Planning LLC Diversified Active

CIK: 0001842010 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 1, 2022

Total Value ($000): $131,980 (100.0% shares, 0.0% debt)

Holdings (212)

DSI ISHARES TR 7.8%
Value ($000) $10,241 Shares 110,213 Est. Cost $73.76 Unrealized
TIP ISHARES TR 5.9%
Value ($000) $7,835 Shares 60,643 Est. Cost $127.46 Unrealized
VOO VANGUARD INDEX FDS 5.9%
Value ($000) $7,805 Shares 17,879 Est. Cost $345.30 Unrealized
IVW ISHARES TR 4.4%
Value ($000) $5,861 Shares 70,059 Est. Cost $63.89 Unrealized
NULV NUSHARES ETF TR 4.2%
Value ($000) $5,595 Shares 143,941 Est. Cost $38.61 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 3.6%
Value ($000) $4,715 Shares 93,404 Est. Cost $50.77 Unrealized
SPDW SPDR INDEX SHS FDS 3.4%
Value ($000) $4,458 Shares 122,205 Est. Cost $33.75 Unrealized
ESGD ISHARES TR 3.3%
Value ($000) $4,408 Shares 55,476 Est. Cost $74.43 Unrealized
IVV ISHARES TR 3.3%
Value ($000) $4,309 Shares 9,033 Est. Cost $375.37 Unrealized
NUSC NUSHARES ETF TR 3.3%
Value ($000) $4,304 Shares 102,463 Est. Cost $39.22 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 3.0%
Value ($000) $3,974 Shares 92,323 Est. Cost $35.31 Unrealized
SCHD SCHWAB STRATEGIC TR 2.9%
Value ($000) $3,830 Shares 47,386 Est. Cost $79.76 Unrealized
MOAT VANECK VECTORS ETF TR 2.8%
Value ($000) $3,637 Shares 47,787 Est. Cost $64.91 Unrealized
VB VANGUARD INDEX FDS 2.7%
Value ($000) $3,570 Shares 15,796 Est. Cost $196.11 Unrealized
IJR ISHARES TR 2.6%
Value ($000) $3,496 Shares 30,526 Est. Cost $91.90 Unrealized
SUSB ISHARES TR 2.4%
Value ($000) $3,215 Shares 125,351 Est. Cost $25.72 Unrealized
ESGV VANGUARD WORLD FD 2.3%
Value ($000) $3,060 Shares 34,816 Est. Cost $70.94 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 2.3%
Value ($000) $3,009 Shares 43,840 Est. Cost $56.23 Unrealized
EMNT PIMCO ETF TR 2.1%
Value ($000) $2,754 Shares 27,495 Est. Cost $100.29 Unrealized
HEEM ISHARES INC 1.8%
Value ($000) $2,317 Shares 78,258 Est. Cost $30.93 Unrealized
VXUS VANGUARD STAR FDS 1.7%
Value ($000) $2,287 Shares 35,980 Est. Cost $60.16 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 1.6%
Value ($000) $2,154 Shares 42,192 Est. Cost $47.38 Unrealized
XJH ISHARES TR 1.4%
Value ($000) $1,821 Shares 46,869 Est. Cost $38.54 Unrealized
SHE SPDR SER TR 1.3%
Value ($000) $1,775 Shares 17,368 Est. Cost $91.03 Unrealized
VO VANGUARD INDEX FDS 1.3%
Value ($000) $1,676 Shares 6,580 Est. Cost $242.51 Unrealized
CGW INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $1,529 Shares 25,215 Est. Cost $48.62 Unrealized
ESGE ISHARES INC 1.1%
Value ($000) $1,473 Shares 37,053 Est. Cost $42.48 Unrealized
VSGX VANGUARD WORLD FD 1.1%
Value ($000) $1,472 Shares 23,736 Est. Cost $59.26 Unrealized
BGRN ISHARES TR 1.1%
Value ($000) $1,448 Shares 26,689 Est. Cost $54.36 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,306 Shares 62,003 Est. Cost $20.27 Unrealized
GLTR ABERDEEN STD PRECIOUS METALS 1.0%
Value ($000) $1,290 Shares 14,416 Est. Cost $98.95 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $1,206 Shares 4,993 Est. Cost $194.63 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $1,163 Shares 3,888 Est. Cost $277.73 Unrealized +3.1%
ERTH INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,063 Shares 15,935 Est. Cost $74.73 Unrealized
EMXC ISHARES INC 0.7%
Value ($000) $983 Shares 16,220 Est. Cost $60.60 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.7%
Value ($000) $882 Shares 10,322 Est. Cost $85.72 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $752 Shares 1,497 Est. Cost $381.25 Unrealized +10.7%
VOOG VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $709 Shares 2,349 Est. Cost $229.98 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $689 Shares 3,881 Est. Cost $130.39 Unrealized +18.6%
EFG ISHARES TR 0.5%
Value ($000) $688 Shares 6,239 Est. Cost $102.65 Unrealized
NUEM NUSHARES ETF TR 0.5%
Value ($000) $615 Shares 19,036 Est. Cost $32.31 Unrealized
SCZ ISHARES TR 0.5%
Value ($000) $613 Shares 8,388 Est. Cost $69.61 Unrealized
MMM 3M CO 0.5%
Value ($000) $612 Shares 3,444 Est. Cost $136.57 Unrealized -6.8%
ECL ECOLAB INC 0.4%
Value ($000) $593 Shares 2,527 Est. Cost $201.68 Unrealized +6.9%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $548 Shares 4,727 Est. Cost $115.61 Unrealized
ITOT ISHARES TR 0.4%
Value ($000) $499 Shares 4,665 Est. Cost $86.21 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.4%
Value ($000) $464 Shares 9,080 Est. Cost $51.07 Unrealized
IAGG ISHARES TR 0.3%
Value ($000) $419 Shares 7,692 Est. Cost $56.13 Unrealized
NULG NUSHARES ETF TR 0.3%
Value ($000) $415 Shares 6,058 Est. Cost $58.87 Unrealized
ESML ISHARES TR 0.3%
Value ($000) $414 Shares 10,273 Est. Cost $39.81 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $364 Shares 545 Est. Cost $462.59 Unrealized +33.4%
AGG ISHARES TR 0.3%
Value ($000) $353 Shares 3,098 Est. Cost $113.94 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $347 Shares 4,517 Est. Cost $73.49 Unrealized
ESGU ISHARES TR 0.3%
Value ($000) $344 Shares 3,188 Est. Cost $86.02 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $317 Shares 765 Est. Cost $223.05 Unrealized +53.9%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $304 Shares 946 Est. Cost $290.70 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $298 Shares 627 Est. Cost $420.33 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $291 Shares 2,748 Est. Cost $105.90 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $291 Shares 866 Est. Cost $228.48 Unrealized +37.2%
IWM ISHARES TR 0.2%
Value ($000) $275 Shares 1,234 Est. Cost $218.80 Unrealized
SUSA ISHARES TR 0.2%
Value ($000) $231 Shares 2,176 Est. Cost $82.37 Unrealized
SHM SPDR SER TR 0.2%
Value ($000) $215 Shares 4,379 Est. Cost $49.17 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $208 Shares 1,209 Est. Cost $133.28 Unrealized
FLAHERTY & CRUMRINE PFD SECS 0.1%
Value ($000) $194 Shares 8,930 Est. Cost $22.73 Unrealized
IEMG ISHARES TR 0.1%
Value ($000) $189 Shares 3,162 Est. Cost $61.91 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $178 Shares 1,210 Est. Cost $135.54 Unrealized
V VISA INC 0.1%
Value ($000) $159 Shares 732 Est. Cost $200.96 Unrealized +3.6%
SYK STRYKER CORPORATION 0.1%
Value ($000) $136 Shares 510 Est. Cost $214.57 Unrealized +17.0%
IUSG ISHARES TR 0.1%
Value ($000) $135 Shares 1,171 Est. Cost $88.81 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $132 Shares 1,734 Est. Cost $62.26 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $125 Shares 697 Est. Cost $169.30 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $114 Shares 2,501 Est. Cost $39.23 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $114 Shares 324 Est. Cost $250.86 Unrealized +24.1%
QUAL ISHARES TR 0.1%
Value ($000) $108 Shares 740 Est. Cost $117.27 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $108 Shares 383 Est. Cost $279.37 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $93 Shares 400 Est. Cost $204.89 Unrealized +4.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $93 Shares 234 Est. Cost $311.97 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $90 Shares 27 Est. Cost $163.93 Unrealized +4.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $86 Shares 835 Est. Cost $57.81 Unrealized +39.2%
BLACKROCK MUN TARGET TERM TR 0.1%
Value ($000) $82 Shares 3,200 Est. Cost $25.63 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $77 Shares 500 Est. Cost $175.71 Unrealized -10.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $74 Shares 432 Est. Cost $150.25 Unrealized -3.4%
NOBL PROSHARES TR 0.1%
Value ($000) $74 Shares 750 Est. Cost $98.67 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $73 Shares 1,474 Est. Cost $50.08 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $69 Shares 403 Est. Cost $176.58 Unrealized
WISDOMTREE TR 0.0%
Value ($000) $64 Shares 2,536 Est. Cost $25.13 Unrealized
WMT WALMART INC 0.0%
Value ($000) $62 Shares 430 Est. Cost $45.24 Unrealized -0.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $56 Shares 467 Est. Cost $113.65 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $49 Shares 405 Est. Cost $106.17 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $47 Shares 2,100 Est. Cost $17.05 Unrealized +12.3%
BBY BEST BUY INC 0.0%
Value ($000) $43 Shares 426 Est. Cost $89.94 Unrealized +4.3%
GOOGL ALPHABET INC 0.0%
Value ($000) $43 Shares 15 Est. Cost $121.02 Unrealized +18.1%
LOW LOWES COS INC 0.0%
Value ($000) $41 Shares 160 Est. Cost $148.05 Unrealized +48.5%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $40 Shares 252 Est. Cost $119.05 Unrealized +24.2%
HD HOME DEPOT INC 0.0%
Value ($000) $37 Shares 90 Est. Cost $242.47 Unrealized +41.5%
IWD ISHARES TR 0.0%
Value ($000) $36 Shares 215 Est. Cost $158.14 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $35 Shares 470 Est. Cost $72.53 Unrealized
REET ISHARES TR 0.0%
Value ($000) $34 Shares 1,117 Est. Cost $23.88 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $33 Shares 860 Est. Cost $38.37 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $31 Shares 400 Est. Cost $62.68 Unrealized -0.9%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $30 Shares 52 Est. Cost $431.66 Unrealized +13.1%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $30 Shares 1,133 Est. Cost $28.86 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $29 Shares 714 Est. Cost $38.15 Unrealized
SPSC SPS COMMERCE INC 0.0%
Value ($000) $28 Shares 200 Est. Cost $93.82 Unrealized +59.7%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $28 Shares 744 Est. Cost $38.98 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $27 Shares 400 Est. Cost $50.97 Unrealized +8.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $27 Shares 100 Est. Cost $215.84 Unrealized +6.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $25 Shares 101 Est. Cost $187.71 Unrealized +10.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $23 Shares 70 Est. Cost $266.79 Unrealized +1.2%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $23 Shares 124 Est. Cost $177.42 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $23 Shares 50 Est. Cost $400.00 Unrealized
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 190 Est. Cost $179.22 Unrealized -48.8%
ABBV ABBVIE INC 0.0%
Value ($000) $21 Shares 157 Est. Cost $90.58 Unrealized +12.3%
SO SOUTHERN CO 0.0%
Value ($000) $21 Shares 301 Est. Cost $49.52 Unrealized +10.5%
ASML ASML HOLDING N V 0.0%
Value ($000) $21 Shares 26 Est. Cost $730.77 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $20 Shares 117 Est. Cost $128.53 Unrealized +11.6%
RUSHA RUSH ENTERPRISES INC 0.0%
Value ($000) $19 Shares 337 Est. Cost $25.63 Unrealized +36.3%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $19 Shares 158 Est. Cost $73.71 Unrealized +30.4%
MAINSTAY MACKAY DEFINEDTERM 0.0%
Value ($000) $19 Shares 853 Est. Cost $22.27 Unrealized
RUSHB RUSH ENTERPRISES INC 0.0%
Value ($000) $18 Shares 337 Est. Cost $21.37 Unrealized +51.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $18 Shares 85 Est. Cost $162.74 Unrealized +3.6%
EBAY EBAY INC 0.0%
Value ($000) $17 Shares 255 Est. Cost $64.86 Unrealized +1.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $17 Shares 95 Est. Cost $155.29 Unrealized +6.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $17 Shares 217 Est. Cost $66.66 Unrealized +9.4%
MRK MERCK & CO. INC 0.0%
Value ($000) $16 Shares 207 Est. Cost $64.85 Unrealized +7.8%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $15 Shares 116 Est. Cost $112.07 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $15 Shares 575 Est. Cost $22.61 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $14 Shares 98 Est. Cost $88.75 Unrealized +42.0%
NVAX NOVAVAX INC 0.0%
Value ($000) $14 Shares 99 Est. Cost $106.29 Unrealized +61.7%
UNILEVER PLC 0.0%
Value ($000) $14 Shares 255 Est. Cost $54.90 Unrealized
LINDE PLC 0.0%
Value ($000) $14 Shares 40 Est. Cost $300.00 Unrealized
WPP WPP PLC NEW 0.0%
Value ($000) $14 Shares 190 Est. Cost $68.42 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $14 Shares 224 Est. Cost $35.27 Unrealized +43.1%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $13 Shares 242 Est. Cost $51.43 Unrealized +7.5%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 175 Est. Cost $62.86 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $13 Shares 32 Est. Cost $361.20 Unrealized +7.6%
CM CANADIAN IMP BK COMM 0.0%
Value ($000) $12 Shares 107 Est. Cost $47.47 Unrealized +2.0%
KB KB FINL GROUP INC 0.0%
Value ($000) $11 Shares 243 Est. Cost $45.27 Unrealized
THOMSON REUTERS CORP. 0.0%
Value ($000) $11 Shares 89 Est. Cost $112.36 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $11 Shares 68 Est. Cost $125.61 Unrealized +14.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $81.05 Unrealized -5.8%
BNS BANK NOVA SCOTIA B C 0.0%
Value ($000) $10 Shares 144 Est. Cost $49.42 Unrealized +6.9%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $10 Shares 144 Est. Cost $46.87 Unrealized +17.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $9 Shares 7 Est. Cost $1732.10 Unrealized -18.9%
MINT PIMCO ETF TR 0.0%
Value ($000) $9 Shares 85 Est. Cost $101.67 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $9 Shares 243 Est. Cost $32.92 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $8 Shares 50 Est. Cost $139.71 Unrealized +7.8%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $8 Shares 398 Est. Cost $20.10 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $8 Shares 78 Est. Cost $101.90 Unrealized +1.9%
KR KROGER CO 0.0%
Value ($000) $8 Shares 185 Est. Cost $38.24 Unrealized +0.6%
ABT ABBOTT LABS 0.0%
Value ($000) $8 Shares 57 Est. Cost $102.71 Unrealized +15.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $7 Shares 95 Est. Cost $65.45 Unrealized -0.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $7 Shares 86 Est. Cost $58.43 Unrealized +35.8%
HDB HDFC BANK LTD 0.0%
Value ($000) $7 Shares 112 Est. Cost $71.43 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $7 Shares 78 Est. Cost $62.95 Unrealized -2.2%
AON AON PLC 0.0%
Value ($000) $7 Shares 24 Est. Cost $260.29 Unrealized +11.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $7 Shares 80 Est. Cost $91.20 Unrealized -5.1%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $7 Shares 172 Est. Cost $46.51 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $6 Shares 331 Est. Cost $16.20 Unrealized +8.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $6 Shares 45 Est. Cost $93.41 Unrealized +14.0%
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $6 Shares 36 Est. Cost $138.89 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $6 Shares 102 Est. Cost $51.24 Unrealized -8.1%
JAMES HARDIE INDS PLC 0.0%
Value ($000) $6 Shares 158 Est. Cost $37.97 Unrealized
NTES NETEASE INC 0.0%
Value ($000) $6 Shares 55 Est. Cost $90.91 Unrealized
CYRUSONE INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $71.43 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $6 Shares 2 Est. Cost $112.01 Unrealized +28.1%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $5 Shares 1,119 Est. Cost $7.30 Unrealized -14.0%
EPR EPR PPTYS 0.0%
Value ($000) $5 Shares 114 Est. Cost $35.09 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $5 Shares 99 Est. Cost $40.40 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $5 Shares 393 Est. Cost $15.27 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $4 Shares 125 Est. Cost $24.00 Unrealized
AEGON N V 0.0%
Value ($000) $4 Shares 731 Est. Cost $5.47 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $4 Shares 228 Est. Cost $13.95 Unrealized +37.5%
VALE VALE S A 0.0%
Value ($000) $4 Shares 294 Est. Cost $13.61 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $3 Shares 72 Est. Cost $45.91 Unrealized -5.3%
NOK NOKIA CORP 0.0%
Value ($000) $3 Shares 534 Est. Cost $5.62 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $59.69 Unrealized -4.2%
PHI PLDT INC 0.0%
Value ($000) $3 Shares 84 Est. Cost $35.71 Unrealized
VIACOMCBS INC 0.0%
Value ($000) $3 Shares 115 Est. Cost $34.78 Unrealized
GDS GDS HLDGS LTD 0.0%
Value ($000) $3 Shares 56 Est. Cost $53.57 Unrealized
PAC GRUPO AEROPUERTO DEL PACIFIC 0.0%
Value ($000) $3 Shares 21 Est. Cost $95.24 Unrealized
MIDE DBX ETF TR 0.0%
Value ($000) $3 Shares 113 Est. Cost $27.02 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 35 Est. Cost $114.29 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $33.99 Unrealized -3.5%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $2 Shares 46 Est. Cost $52.01 Unrealized -8.1%
HPQ HP INC 0.0%
Value ($000) $2 Shares 61 Est. Cost $17.61 Unrealized +60.1%
CREDIT SUISSE GROUP 0.0%
Value ($000) $2 Shares 206 Est. Cost $9.71 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $2 Shares 28 Est. Cost $33.86 Unrealized +44.3%
BSAC BANCO SANTANDER CHILE NEW 0.0%
Value ($000) $2 Shares 94 Est. Cost $21.28 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
HTHT HUAZHU GROUP LTD 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.93 Unrealized +0.1%
AES AES CORP 0.0%
Value ($000) $1 Shares 55 Est. Cost $17.25 Unrealized +19.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 61 Est. Cost $8.99 Unrealized +48.5%
TCOM TRIP COM GROUP LTD 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $20.72 Unrealized +28.7%
PSO PEARSON PLC 0.0%
Value ($000) $1 Shares 137 Est. Cost $7.30 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $200.00 Unrealized
IX ORIX CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $23.66 Unrealized +73.4%
GAP GAP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.32 Unrealized +1.4%
MICRO FOCUS INTL PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.59 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.94 Unrealized +32.8%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.76 Unrealized +29.0%
DOW DOW INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $39.03 Unrealized +15.4%
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.96 Unrealized +21.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.71 Unrealized +23.2%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.34 Unrealized +52.6%
TENAX THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AVAL GRUPO AVAL ACCIONES Y VALORE 0.0%
Value ($000) $0 Shares 65 Est. Cost Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $0 Shares 1 Est. Cost $65.60 Unrealized +49.7%