Syverson Strege & Co Diversified Active

CIK: 0001682057 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 13, 2022

Total Value ($000): $91,956 (100.0% shares, 0.0% debt)

Holdings (312)

USMV ISHARES TR 19.1%
Value ($000) $17,528 Shares 225,957 Est. Cost $67.88 Unrealized
DFAU DIMENSIONAL ETF TRUST 10.2%
Value ($000) $9,390 Shares 297,916 Est. Cost $30.14 Unrealized
MEAR ISHARES U S ETF TR 4.8%
Value ($000) $4,392 Shares 88,259 Est. Cost $50.21 Unrealized
NEAR ISHARES U S ETF TR 4.3%
Value ($000) $3,963 Shares 79,946 Est. Cost $50.15 Unrealized
DFAI DIMENSIONAL ETF TRUST 4.1%
Value ($000) $3,744 Shares 132,998 Est. Cost $29.13 Unrealized
DIAL COLUMBIA ETF TR I 3.5%
Value ($000) $3,229 Shares 165,663 Est. Cost $21.48 Unrealized
ACWV ISHARES INC 3.4%
Value ($000) $3,134 Shares 29,902 Est. Cost $97.23 Unrealized
SHM SPDR SER TR 3.0%
Value ($000) $2,803 Shares 59,224 Est. Cost $49.80 Unrealized
BOND PIMCO ETF TR 2.9%
Value ($000) $2,701 Shares 26,537 Est. Cost $112.65 Unrealized
LDUR PIMCO ETF TR 2.6%
Value ($000) $2,369 Shares 24,294 Est. Cost $101.49 Unrealized
USB US BANCORP DEL 2.1%
Value ($000) $1,894 Shares 35,637 Est. Cost $45.78 Unrealized +4.5%
AOA ISHARES TR 1.6%
Value ($000) $1,488 Shares 21,589 Est. Cost $65.66 Unrealized
EEMV ISHARES INC 1.2%
Value ($000) $1,135 Shares 18,597 Est. Cost $61.08 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.2%
Value ($000) $1,130 Shares 43,073 Est. Cost $29.19 Unrealized
IWB ISHARES TR 1.2%
Value ($000) $1,098 Shares 4,391 Est. Cost $211.77 Unrealized
SPAB SPDR SER TR 1.1%
Value ($000) $1,057 Shares 38,021 Est. Cost $30.79 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $1,040 Shares 6,597 Est. Cost $127.48 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $1,027 Shares 6,336 Est. Cost $141.10 Unrealized
MUB ISHARES TR 1.0%
Value ($000) $924 Shares 8,430 Est. Cost $117.22 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $905 Shares 15,718 Est. Cost $58.34 Unrealized
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $884 Shares 8,160 Est. Cost $112.07 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $825 Shares 4,723 Est. Cost $117.94 Unrealized +39.8%
HYMB SPDR SER TR 0.8%
Value ($000) $774 Shares 14,026 Est. Cost $58.77 Unrealized
CSX CSX CORP 0.8%
Value ($000) $762 Shares 20,353 Est. Cost $29.58 Unrealized +13.2%
EFAV ISHARES TR 0.8%
Value ($000) $746 Shares 10,343 Est. Cost $73.40 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $716 Shares 9,167 Est. Cost $82.73 Unrealized
FNDX SCHWAB STRATEGIC TR 0.7%
Value ($000) $677 Shares 11,578 Est. Cost $45.84 Unrealized
VXF VANGUARD INDEX FDS 0.7%
Value ($000) $676 Shares 4,079 Est. Cost $164.75 Unrealized
EMR EMERSON ELEC CO 0.7%
Value ($000) $651 Shares 6,636 Est. Cost $66.82 Unrealized +30.9%
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $607 Shares 2,110 Est. Cost $253.23 Unrealized
EMTL SSGA ACTIVE TR 0.7%
Value ($000) $599 Shares 13,128 Est. Cost $51.18 Unrealized
WMT WALMART INC 0.6%
Value ($000) $567 Shares 3,809 Est. Cost $45.24 Unrealized -1.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $538 Shares 1,524 Est. Cost $225.63 Unrealized +43.4%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $527 Shares 11,421 Est. Cost $50.13 Unrealized
FNDA SCHWAB STRATEGIC TR 0.5%
Value ($000) $492 Shares 9,197 Est. Cost $43.26 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $460 Shares 2,689 Est. Cost $137.52 Unrealized
LNT ALLIANT ENERGY CORP 0.5%
Value ($000) $437 Shares 6,992 Est. Cost $45.67 Unrealized +14.6%
FNDF SCHWAB STRATEGIC TR 0.5%
Value ($000) $417 Shares 12,945 Est. Cost $29.28 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $408 Shares 4,892 Est. Cost $86.08 Unrealized
AOR ISHARES TR 0.4%
Value ($000) $406 Shares 7,526 Est. Cost $52.71 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $394 Shares 3,681 Est. Cost $117.32 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $389 Shares 4,713 Est. Cost $32.45 Unrealized +109.2%
MUNI PIMCO ETF TR 0.4%
Value ($000) $389 Shares 7,338 Est. Cost $56.02 Unrealized
QUAL ISHARES TR 0.4%
Value ($000) $353 Shares 2,622 Est. Cost $131.14 Unrealized
IWV ISHARES TR 0.4%
Value ($000) $352 Shares 1,341 Est. Cost $224.00 Unrealized
SMMU PIMCO ETF TR 0.4%
Value ($000) $324 Shares 6,480 Est. Cost $50.84 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $315 Shares 2,916 Est. Cost $91.91 Unrealized
AOM ISHARES TR 0.3%
Value ($000) $314 Shares 7,312 Est. Cost $43.29 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $294 Shares 576 Est. Cost $326.16 Unrealized +38.3%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $285 Shares 5,879 Est. Cost $33.95 Unrealized +42.8%
SO SOUTHERN CO 0.3%
Value ($000) $278 Shares 3,828 Est. Cost $49.62 Unrealized +18.3%
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $265 Shares 10,860 Est. Cost $26.10 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $261 Shares 1,768 Est. Cost $118.78 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $241 Shares 897 Est. Cost $229.62 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $227 Shares 1,391 Est. Cost $72.62 Unrealized +69.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $222 Shares 1,455 Est. Cost $123.26 Unrealized +15.3%
EATON VANCE TAX-MANAGED DIVE 0.2%
Value ($000) $219 Shares 15,670 Est. Cost $13.79 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $211 Shares 1,781 Est. Cost $99.26 Unrealized +16.2%
PEP PEPSICO INC 0.2%
Value ($000) $209 Shares 1,251 Est. Cost $122.94 Unrealized +20.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $207 Shares 1,518 Est. Cost $140.94 Unrealized -5.2%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $204 Shares 492 Est. Cost $350.21 Unrealized
EATON VANCE RISK-MANAGED DIV 0.2%
Value ($000) $202 Shares 20,439 Est. Cost $10.21 Unrealized
AEE AMEREN CORP 0.2%
Value ($000) $201 Shares 2,144 Est. Cost $68.86 Unrealized +13.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.2%
Value ($000) $198 Shares 2,701 Est. Cost $43.07 Unrealized +46.1%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $182 Shares 818 Est. Cost $211.49 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $180 Shares 1,381 Est. Cost $98.29 Unrealized +14.1%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $177 Shares 3,691 Est. Cost $47.41 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $170 Shares 2,448 Est. Cost $45.59 Unrealized +21.4%
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $162 Shares 1,118 Est. Cost $46.50 Unrealized +50.8%
NUVEEN QUALITY MUNCP INCOME 0.2%
Value ($000) $149 Shares 11,172 Est. Cost $15.36 Unrealized
FNDC SCHWAB STRATEGIC TR 0.2%
Value ($000) $148 Shares 4,185 Est. Cost $34.89 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $148 Shares 15,193 Est. Cost $10.17 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $145 Shares 485 Est. Cost $260.98 Unrealized +20.3%
AMGN AMGEN INC 0.2%
Value ($000) $145 Shares 600 Est. Cost $196.32 Unrealized +3.6%
DWM WISDOMTREE TR 0.2%
Value ($000) $139 Shares 2,634 Est. Cost $50.64 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $136 Shares 596 Est. Cost $194.63 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $136 Shares 1,058 Est. Cost $119.09 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $134 Shares 1,815 Est. Cost $72.73 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $134 Shares 41 Est. Cost $159.86 Unrealized -3.3%
IJJ ISHARES TR 0.1%
Value ($000) $132 Shares 1,204 Est. Cost $86.38 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $132 Shares 1,320 Est. Cost $33.63 Unrealized +136.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $130 Shares 735 Est. Cost $130.53 Unrealized +16.3%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $127 Shares 2,422 Est. Cost $58.33 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $124 Shares 830 Est. Cost $120.15 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $120 Shares 485 Est. Cost $195.67 Unrealized +16.4%
YUM YUM BRANDS INC 0.1%
Value ($000) $119 Shares 1,002 Est. Cost $92.76 Unrealized +23.3%
ETF SER SOLUTIONS 0.1%
Value ($000) $109 Shares 4,447 Est. Cost $24.51 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $108 Shares 1,305 Est. Cost $60.71 Unrealized +26.8%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $107 Shares 1,452 Est. Cost $24.95 Unrealized +20.5%
CWB SPDR SER TR 0.1%
Value ($000) $106 Shares 1,382 Est. Cost $82.49 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $104 Shares 1,224 Est. Cost $65.64 Unrealized +9.8%
QYLD GLOBAL X FDS 0.1%
Value ($000) $95 Shares 4,521 Est. Cost $22.53 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $95 Shares 330 Est. Cost $166.78 Unrealized +49.0%
MAINSTAY MACKAY DEFINDTRM MU 0.1%
Value ($000) $93 Shares 4,935 Est. Cost $20.22 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $91 Shares 1,173 Est. Cost $72.23 Unrealized
DE DEERE & CO 0.1%
Value ($000) $90 Shares 216 Est. Cost $285.81 Unrealized +27.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $88 Shares 152 Est. Cost $347.39 Unrealized +44.2%
DOW DOW INC 0.1%
Value ($000) $88 Shares 1,377 Est. Cost $39.99 Unrealized +20.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $81 Shares 1,110 Est. Cost $50.55 Unrealized +12.4%
PFE PFIZER INC 0.1%
Value ($000) $81 Shares 1,570 Est. Cost $28.95 Unrealized +46.7%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $79 Shares 789 Est. Cost $72.00 Unrealized +10.0%
IVW ISHARES TR 0.1%
Value ($000) $78 Shares 1,020 Est. Cost $63.73 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $77 Shares 1,342 Est. Cost $35.14 Unrealized +39.4%
AOK ISHARES TR 0.1%
Value ($000) $75 Shares 1,990 Est. Cost $38.91 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $67 Shares 1,318 Est. Cost $51.04 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $67 Shares 369 Est. Cost $150.91 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $65 Shares 520 Est. Cost $128.85 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.1%
Value ($000) $64 Shares 3,370 Est. Cost $18.76 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $61 Shares 305 Est. Cost $175.67 Unrealized +4.6%
INTC INTEL CORP 0.1%
Value ($000) $59 Shares 1,200 Est. Cost $53.42 Unrealized -13.6%
PXH INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $59 Shares 2,827 Est. Cost $21.16 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $58 Shares 1,087 Est. Cost $44.70 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $58 Shares 1,286 Est. Cost $51.95 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $57 Shares 315 Est. Cost $191.98 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $56 Shares 123 Est. Cost $371.90 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $56 Shares 1,340 Est. Cost $56.16 Unrealized -16.1%
MRK MERCK & CO. INC 0.1%
Value ($000) $55 Shares 672 Est. Cost $63.64 Unrealized +9.8%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $55 Shares 215 Est. Cost $227.91 Unrealized
WTBA WEST BANCORPORATION INC 0.1%
Value ($000) $54 Shares 2,000 Est. Cost $18.60 Unrealized +58.9%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $53 Shares 4,004 Est. Cost $15.05 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $52 Shares 189 Est. Cost $185.29 Unrealized +24.4%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $52 Shares 666 Est. Cost $72.18 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $52 Shares 604 Est. Cost $47.97 Unrealized +51.9%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $51 Shares 387 Est. Cost $118.28 Unrealized +12.3%
BLACKROCK MUNIHLDS INVSTM QL 0.1%
Value ($000) $50 Shares 4,061 Est. Cost $13.98 Unrealized
MMM 3M CO 0.1%
Value ($000) $50 Shares 335 Est. Cost $118.09 Unrealized -3.0%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $49 Shares 285 Est. Cost $210.69 Unrealized -3.8%
URI UNITED RENTALS INC 0.1%
Value ($000) $48 Shares 135 Est. Cost $214.45 Unrealized +47.5%
MCY MERCURY GENL CORP NEW 0.1%
Value ($000) $48 Shares 878 Est. Cost $45.20 Unrealized +19.2%
AME AMETEK INC 0.1%
Value ($000) $47 Shares 355 Est. Cost $116.89 Unrealized +12.0%
IWD ISHARES TR 0.0%
Value ($000) $44 Shares 265 Est. Cost $137.36 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $43 Shares 697 Est. Cost $44.27 Unrealized +22.1%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $43 Shares 119 Est. Cost $323.35 Unrealized +8.7%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $43 Shares 599 Est. Cost $50.88 Unrealized +28.1%
T AT&T INC 0.0%
Value ($000) $42 Shares 1,760 Est. Cost $15.73 Unrealized -5.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $41 Shares 562 Est. Cost $59.11 Unrealized +2.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $39 Shares 616 Est. Cost $51.10 Unrealized +14.8%
V VISA INC 0.0%
Value ($000) $39 Shares 175 Est. Cost $197.22 Unrealized +6.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $37 Shares 101 Est. Cost $396.04 Unrealized
BLACKROCK MULTI-SECTOR INC T 0.0%
Value ($000) $36 Shares 2,176 Est. Cost $17.95 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $36 Shares 475 Est. Cost $73.42 Unrealized -1.5%
IWR ISHARES TR 0.0%
Value ($000) $35 Shares 450 Est. Cost $67.57 Unrealized
REET ISHARES TR 0.0%
Value ($000) $34 Shares 1,163 Est. Cost $27.46 Unrealized
NUHY NUSHARES ETF TR 0.0%
Value ($000) $33 Shares 1,433 Est. Cost $25.12 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $33 Shares 929 Est. Cost $35.39 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $33 Shares 225 Est. Cost $47.45 Unrealized +111.5%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $32 Shares 850 Est. Cost $25.94 Unrealized +7.8%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $30 Shares 541 Est. Cost $57.51 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $30 Shares 245 Est. Cost $115.97 Unrealized -1.7%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $30 Shares 294 Est. Cost $93.14 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $29 Shares 264 Est. Cost $93.67 Unrealized 0.0%
NEXTERA ENERGY INC 0.0%
Value ($000) $29 Shares 556 Est. Cost $52.16 Unrealized
POWR ISHARES INC 0.0%
Value ($000) $28 Shares 1,254 Est. Cost $17.54 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $27 Shares 175 Est. Cost $125.71 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $27 Shares 268 Est. Cost $59.99 Unrealized +44.6%
CC CHEMOURS CO 0.0%
Value ($000) $26 Shares 830 Est. Cost $20.67 Unrealized +31.3%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $26 Shares 1,350 Est. Cost $19.90 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $26 Shares 122 Est. Cost $214.28 Unrealized -10.7%
XYL XYLEM INC 0.0%
Value ($000) $25 Shares 296 Est. Cost $88.59 Unrealized +3.2%
IJS ISHARES TR 0.0%
Value ($000) $25 Shares 244 Est. Cost $81.97 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $24 Shares 651 Est. Cost $37.30 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $22 Shares 432 Est. Cost $41.77 Unrealized -0.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $22 Shares 160 Est. Cost $159.46 Unrealized -11.4%
GENERAL ELECTRIC CO 0.0%
Value ($000) $20 Shares 220 Est. Cost $90.91 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $20 Shares 624 Est. Cost $19.68 Unrealized +29.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $20 Shares 350 Est. Cost $46.01 Unrealized +9.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $19 Shares 8 Est. Cost $1898.79 Unrealized +21.0%
ICLN ISHARES TR 0.0%
Value ($000) $19 Shares 868 Est. Cost $23.04 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $18 Shares 437 Est. Cost $37.01 Unrealized +10.3%
CHANGE HEALTHCARE INC 0.0%
Value ($000) $18 Shares 257 Est. Cost $70.04 Unrealized
DOMINION ENERGY INC 0.0%
Value ($000) $18 Shares 175 Est. Cost $102.86 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $17 Shares 165 Est. Cost $82.07 Unrealized +0.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $17 Shares 149 Est. Cost $75.99 Unrealized +17.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $17 Shares 370 Est. Cost $41.75 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $16 Shares 340 Est. Cost $49.58 Unrealized -13.6%
BOX BOX INC 0.0%
Value ($000) $16 Shares 548 Est. Cost $17.42 Unrealized +51.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $16 Shares 107 Est. Cost $140.20 Unrealized +9.5%
F FORD MTR CO DEL 0.0%
Value ($000) $15 Shares 877 Est. Cost $6.41 Unrealized +126.9%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 171 Est. Cost $93.57 Unrealized
SR SPIRE INC 0.0%
Value ($000) $15 Shares 205 Est. Cost $63.41 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $14 Shares 403 Est. Cost $26.97 Unrealized +5.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $14 Shares 140 Est. Cost $78.77 Unrealized +20.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $14 Shares 78 Est. Cost $153.85 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $13 Shares 125 Est. Cost $104.00 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $12 Shares 50 Est. Cost $31.57 Unrealized +30.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $12 Shares 698 Est. Cost $14.55 Unrealized +2.8%
SRE SEMPRA ENERGY 0.0%
Value ($000) $12 Shares 73 Est. Cost $63.43 Unrealized 0.0%
WGO WINNEBAGO INDS INC 0.0%
Value ($000) $11 Shares 211 Est. Cost $54.54 Unrealized +18.5%
KBH KB HOME 0.0%
Value ($000) $11 Shares 355 Est. Cost $33.04 Unrealized +11.7%
ITT ITT INC 0.0%
Value ($000) $11 Shares 146 Est. Cost $69.88 Unrealized +26.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $11 Shares 111 Est. Cost $76.96 Unrealized 0.0%
SSO PROSHARES TR 0.0%
Value ($000) $10 Shares 156 Est. Cost $64.10 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $10 Shares 94 Est. Cost $106.38 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $10 Shares 130 Est. Cost $76.92 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $10 Shares 115 Est. Cost $54.66 Unrealized +44.7%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 494 Est. Cost $22.27 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $10 Shares 45 Est. Cost $304.15 Unrealized -18.4%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $10 Shares 439 Est. Cost $12.76 Unrealized +55.9%
NACP IMPACT SHS FDS I TR 0.0%
Value ($000) $10 Shares 299 Est. Cost $33.61 Unrealized
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $10 Shares 266 Est. Cost $30.77 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $10 Shares 352 Est. Cost $29.01 Unrealized -17.8%
KBR KBR INC 0.0%
Value ($000) $9 Shares 162 Est. Cost $24.89 Unrealized +87.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $9 Shares 131 Est. Cost $58.02 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $9 Shares 39 Est. Cost $204.81 Unrealized 0.0%
XMYDX BLACKROCK MUNIYIELD FD INC 0.0%
Value ($000) $9 Shares 738 Est. Cost $14.21 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.31 Unrealized +1.5%
PIMCO MUN INCOME FD 0.0%
Value ($000) $9 Shares 745 Est. Cost $14.08 Unrealized
LAND GLADSTONE LD CORP 0.0%
Value ($000) $9 Shares 255 Est. Cost $23.53 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $8 Shares 155 Est. Cost $52.63 Unrealized 0.0%
MTUM ISHARES TR 0.0%
Value ($000) $8 Shares 48 Est. Cost $152.78 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $8 Shares 130 Est. Cost $60.88 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $8 Shares 244 Est. Cost $33.08 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $8 Shares 809 Est. Cost $9.68 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $8 Shares 179 Est. Cost $32.28 Unrealized +23.5%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $8 Shares 60 Est. Cost $134.53 Unrealized 0.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $8 Shares 34 Est. Cost $218.34 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $8 Shares 50 Est. Cost $139.36 Unrealized +4.8%
TOTAL SE 0.0%
Value ($000) $8 Shares 162 Est. Cost $46.49 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $8 Shares 37 Est. Cost $196.64 Unrealized 0.0%
HEALTHCARE RLTY TR 0.0%
Value ($000) $8 Shares 282 Est. Cost $28.37 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $7 Shares 608 Est. Cost $9.01 Unrealized
BA BOEING CO 0.0%
Value ($000) $7 Shares 36 Est. Cost $192.22 Unrealized +4.4%
STANLEY BLACK & DECKER INC 0.0%
Value ($000) $7 Shares 81 Est. Cost $86.42 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $7 Shares 82 Est. Cost $45.14 Unrealized +54.4%
MSFT MICROSOFT CORP 0.0%
Value ($000) $7 Shares 21 Est. Cost $280.73 Unrealized +3.8%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $7 Shares 150 Est. Cost $41.52 Unrealized +0.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $7 Shares 144 Est. Cost $22.24 Unrealized +49.7%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $7 Shares 330 Est. Cost $12.69 Unrealized +15.3%
GOOG ALPHABET INC 0.0%
Value ($000) $6 Shares 2 Est. Cost $136.84 Unrealized -1.4%
TRP TC ENERGY CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $39.87 Unrealized +7.8%
CRM SALESFORCE COM INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $240.26 Unrealized -11.5%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $6 Shares 320 Est. Cost $14.18 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $6 Shares 100 Est. Cost $61.97 Unrealized -12.8%
RYN RAYONIER INC 0.0%
Value ($000) $6 Shares 145 Est. Cost $28.57 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $6 Shares 1,090 Est. Cost $6.23 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $5 Shares 118 Est. Cost $43.38 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $5 Shares 82 Est. Cost $60.98 Unrealized
BP BP PLC 0.0%
Value ($000) $5 Shares 166 Est. Cost $20.51 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $5 Shares 54 Est. Cost $92.59 Unrealized
FEMS FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $5 Shares 132 Est. Cost $37.88 Unrealized
TWITTER INC 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $76.31 Unrealized +8.5%
WOMN IMPACT SHS FDS I TR 0.0%
Value ($000) $5 Shares 143 Est. Cost $34.97 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 25 Est. Cost $189.19 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $32.79 Unrealized +13.2%
IAGG ISHARES TR 0.0%
Value ($000) $5 Shares 90 Est. Cost $56.15 Unrealized
ZVRA KEMPHARM INC 0.0%
Value ($000) $4 Shares 734 Est. Cost $8.82 Unrealized -27.9%
ETSY ETSY INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $148.66 Unrealized 0.0%
CITIUS PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 2,145 Est. Cost $1.82 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $4 Shares 171 Est. Cost $20.22 Unrealized -8.3%
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.02 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $4 Shares 20 Est. Cost $130.99 Unrealized +40.8%
NEVRO CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $120.00 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $4 Shares 100 Est. Cost $28.95 Unrealized +17.8%
HPQ HP INC 0.0%
Value ($000) $3 Shares 81 Est. Cost $22.58 Unrealized +42.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $3 Shares 386 Est. Cost $18.56 Unrealized
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.16 Unrealized +6.6%
SHYG ISHARES TR 0.0%
Value ($000) $3 Shares 74 Est. Cost $42.77 Unrealized
MTEX MANNATECH INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $17.29 Unrealized +108.1%
DWS MUN INCOME TR 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $3 Shares 358 Est. Cost $8.82 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $185.28 Unrealized -14.0%
UNM UNUM GROUP 0.0%
Value ($000) $3 Shares 87 Est. Cost $21.04 Unrealized +32.8%
MET METLIFE INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $53.41 Unrealized +12.5%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $10.70 Unrealized +39.5%
XHR XENIA HOTELS & RESORTS INC 0.0%
Value ($000) $2 Shares 93 Est. Cost $21.51 Unrealized
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value ($000) $2 Shares 733 Est. Cost $4.12 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.51 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $48.45 Unrealized
PAWZ PROSHARES TR 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 32 Est. Cost $66.85 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $2 Shares 74 Est. Cost $25.66 Unrealized -13.1%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 191 Est. Cost $12.33 Unrealized -10.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 121 Est. Cost $17.78 Unrealized +13.7%
EAOA ISHARES TR 0.0%
Value ($000) $2 Shares 47 Est. Cost $43.91 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.28 Unrealized +17.3%
EMLC VANECK VECTORS ETF TR 0.0%
Value ($000) $2 Shares 56 Est. Cost $34.92 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $73.33 Unrealized +2.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $42.34 Unrealized +96.9%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
HOWARD HUGHES CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 16 Est. Cost $48.74 Unrealized -8.5%
WAB WABTEC 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.42 Unrealized +36.4%
VVX VECTRUS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.73 Unrealized -4.5%
PII POLARIS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $95.69 Unrealized +19.1%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.70 Unrealized -7.4%
PSO PEARSON PLC 0.0%
Value ($000) $1 Shares 63 Est. Cost $16.38 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $100.00 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $58.69 Unrealized -8.8%
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 51 Est. Cost $9.62 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $1 Shares 123 Est. Cost $8.13 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.62 Unrealized -22.6%
PFIG INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 54 Est. Cost $27.44 Unrealized
ALLETE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $110.00 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $58.82 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $21.34 Unrealized +54.9%
IMMUNOGEN INC 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
RYAM RAYONIER ADVANCED MATLS INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $5.30 Unrealized +14.8%
MICRO FOCUS INTL PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
FIVE STAR SENIOR LIVING INC 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
BWX SPDR SER TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $35.71 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 69 Est. Cost $1.47 Unrealized +158.7%
CTI BIOPHARMA CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.98 Unrealized +9.0%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $57.71 Unrealized +11.7%
RMR RMR GROUP INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $19.22 Unrealized +18.0%
SONY SONY CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.12 Unrealized -13.7%
BBY BEST BUY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $91.74 Unrealized -10.4%
LUMOS PHARMA INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $45.45 Unrealized