Bellwether Advisors, LLC Diversified Active

CIK: 0001819815 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 29, 2022

Total Value ($000): $335,840 (100.0% shares, 0.0% debt)

Holdings (578)

IVV ISHARES CORE S&P 500 ETF 11.5%
Value ($000) $38,629 Shares 85,144 Est. Cost $375.65 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 5.7%
Value ($000) $19,086 Shares 256,331 Est. Cost $66.27 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 5.5%
Value ($000) $18,539 Shares 135,332 Est. Cost $136.99 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 4.3%
Value ($000) $14,505 Shares 57,021 Est. Cost $254.38 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 3.9%
Value ($000) $13,140 Shares 173,150 Est. Cost $75.89 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 3.3%
Value ($000) $11,216 Shares 144,603 Est. Cost $67.88 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 3.2%
Value ($000) $10,887 Shares 58,849 Est. Cost $203.95 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.3%
Value ($000) $7,655 Shares 70,964 Est. Cost $92.58 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 2.2%
Value ($000) $7,400 Shares 193,133 Est. Cost $38.94 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 2.2%
Value ($000) $7,367 Shares 43,783 Est. Cost $161.29 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.2%
Value ($000) $7,238 Shares 26,975 Est. Cost $229.81 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.9%
Value ($000) $6,385 Shares 59,623 Est. Cost $118.19 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 1.9%
Value ($000) $6,345 Shares 213,932 Est. Cost $28.06 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 1.8%
Value ($000) $5,991 Shares 83,054 Est. Cost $73.38 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 1.7%
Value ($000) $5,842 Shares 106,145 Est. Cost $61.96 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 1.7%
Value ($000) $5,663 Shares 85,055 Est. Cost $67.18 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 1.6%
Value ($000) $5,233 Shares 107,986 Est. Cost $51.64 Unrealized
IXN ISHARES GLOBAL TECH ETF 1.5%
Value ($000) $5,020 Shares 86,550 Est. Cost $97.44 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 1.4%
Value ($000) $4,855 Shares 149,076 Est. Cost $31.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $4,463 Shares 12,648 Est. Cost $239.16 Unrealized +35.2%
PSEP INNOVATOR U.S EQUITY POWER BUFFER ETF A SEPTEMBER 1.2%
Value ($000) $4,082 Shares 135,775 Est. Cost $27.99 Unrealized
LNG CHENIERE ENERGY INC COM NEW 1.1%
Value ($000) $3,643 Shares 26,282 Est. Cost $103.15 Unrealized +17.8%
ABBV ABBVIE INC COM 1.0%
Value ($000) $3,449 Shares 21,281 Est. Cost $78.94 Unrealized +60.1%
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 1.0%
Value ($000) $3,224 Shares 109,902 Est. Cost $27.20 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.9%
Value ($000) $3,130 Shares 97,293 Est. Cost $30.67 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.9%
Value ($000) $3,015 Shares 49,414 Est. Cost $61.08 Unrealized
OKE ONEOK INC NEW COM 0.8%
Value ($000) $2,523 Shares 35,730 Est. Cost $46.45 Unrealized +12.0%
EXC EXELON CORP COM 0.7%
Value ($000) $2,489 Shares 52,277 Est. Cost $33.34 Unrealized +10.5%
ABT ABBOTT LABS COM 0.7%
Value ($000) $2,487 Shares 21,017 Est. Cost $99.26 Unrealized +16.2%
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF A NOVEMBER 0.7%
Value ($000) $2,449 Shares 80,247 Est. Cost $29.43 Unrealized
URI UNITED RENTALS INC COM 0.7%
Value ($000) $2,370 Shares 6,674 Est. Cost $204.61 Unrealized +54.6%
IVW ISHARES S&P 500 GROWTH ETF 0.7%
Value ($000) $2,359 Shares 30,891 Est. Cost $65.88 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF A DECEMBER 0.7%
Value ($000) $2,343 Shares 75,027 Est. Cost $29.33 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $2,331 Shares 31,922 Est. Cost $50.03 Unrealized +13.6%
IBB ISHARES BIOTECHNOLOGY FUND 0.7%
Value ($000) $2,200 Shares 16,887 Est. Cost $151.47 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.6%
Value ($000) $2,110 Shares 27,607 Est. Cost $55.50 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.6%
Value ($000) $2,072 Shares 68,579 Est. Cost $28.79 Unrealized
HSY HERSHEY CO COM 0.5%
Value ($000) $1,797 Shares 8,296 Est. Cost $184.39 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.5%
Value ($000) $1,773 Shares 19,790 Est. Cost $80.32 Unrealized +0.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $1,737 Shares 15,844 Est. Cost $117.14 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF A DECEMBER 0.5%
Value ($000) $1,734 Shares 50,648 Est. Cost $32.05 Unrealized
KR KROGER CO COM 0.5%
Value ($000) $1,722 Shares 30,017 Est. Cost $45.65 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.5%
Value ($000) $1,654 Shares 33,329 Est. Cost $54.47 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.5%
Value ($000) $1,615 Shares 50,053 Est. Cost $31.12 Unrealized
CERNER CORP COM 0.5%
Value ($000) $1,608 Shares 17,193 Est. Cost $78.46 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.5%
Value ($000) $1,557 Shares 30,830 Est. Cost $50.71 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.4%
Value ($000) $1,511 Shares 46,702 Est. Cost $30.67 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $1,509 Shares 21,714 Est. Cost $71.33 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.4%
Value ($000) $1,447 Shares 40,085 Est. Cost $34.34 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.4%
Value ($000) $1,350 Shares 12,615 Est. Cost $107.02 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF A OCTOBER 0.4%
Value ($000) $1,277 Shares 42,246 Est. Cost $28.32 Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $1,251 Shares 2,771 Est. Cost $381.97 Unrealized
ED CONSOLIDATED EDISON INC COM 0.4%
Value ($000) $1,251 Shares 13,221 Est. Cost $75.59 Unrealized 0.0%
PCG PG&E CORP COM 0.4%
Value ($000) $1,244 Shares 104,191 Est. Cost $11.65 Unrealized +0.3%
ATO ATMOS ENERGY CORP COM 0.4%
Value ($000) $1,234 Shares 10,328 Est. Cost $99.21 Unrealized 0.0%
SRE SEMPRA COM 0.4%
Value ($000) $1,233 Shares 7,338 Est. Cost $63.43 Unrealized 0.0%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.4%
Value ($000) $1,207 Shares 11,516 Est. Cost $96.89 Unrealized
KMI KINDER MORGAN INC DEL COM 0.4%
Value ($000) $1,181 Shares 62,464 Est. Cost $14.19 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.3%
Value ($000) $1,118 Shares 15,483 Est. Cost $62.76 Unrealized +4.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $1,061 Shares 19,116 Est. Cost $62.03 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $990 Shares 919 Est. Cost $295.58 Unrealized +5.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $959 Shares 10,628 Est. Cost $68.83 Unrealized +1.2%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $940 Shares 17,146 Est. Cost $61.75 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.3%
Value ($000) $934 Shares 9,370 Est. Cost $90.63 Unrealized
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $925 Shares 9,148 Est. Cost $90.59 Unrealized +1.6%
FSK FS KKR CAP CORP COM 0.3%
Value ($000) $910 Shares 39,880 Est. Cost $11.05 Unrealized +12.5%
SFM SPROUTS FMRS MKT INC COM 0.3%
Value ($000) $888 Shares 27,787 Est. Cost $29.92 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $885 Shares 16,944 Est. Cost $37.10 Unrealized +0.1%
EL LAUDER ESTEE COS INC CL A 0.3%
Value ($000) $876 Shares 3,219 Est. Cost $282.29 Unrealized -0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.3%
Value ($000) $869 Shares 10,381 Est. Cost $77.38 Unrealized 0.0%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.3%
Value ($000) $842 Shares 34,945 Est. Cost $25.55 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.2%
Value ($000) $829 Shares 8,308 Est. Cost $89.56 Unrealized 0.0%
CCL CARNIVAL CORP COMMON STOCK 0.2%
Value ($000) $819 Shares 40,553 Est. Cost $20.23 Unrealized -0.0%
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $796 Shares 2,582 Est. Cost $252.37 Unrealized +15.5%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.2%
Value ($000) $789 Shares 20,942 Est. Cost $33.57 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF A SEPTEMBER 0.2%
Value ($000) $780 Shares 23,911 Est. Cost $29.57 Unrealized
LUCID GROUP INC COM 0.2%
Value ($000) $768 Shares 30,275 Est. Cost $25.37 Unrealized
F FORD MTR CO DEL COM 0.2%
Value ($000) $752 Shares 44,482 Est. Cost $13.92 Unrealized +4.5%
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.2%
Value ($000) $726 Shares 21,406 Est. Cost $31.60 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.2%
Value ($000) $723 Shares 3,698 Est. Cost $185.60 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.2%
Value ($000) $723 Shares 5,722 Est. Cost $127.37 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $715 Shares 5,383 Est. Cost $121.57 Unrealized 0.0%
ROL ROLLINS INC COM 0.2%
Value ($000) $714 Shares 20,384 Est. Cost $30.88 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.2%
Value ($000) $698 Shares 9,031 Est. Cost $80.31 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $678 Shares 991 Est. Cost $43.24 Unrealized +3.3%
VV VANGUARD LARGE-CAP INDEX FUND 0.2%
Value ($000) $636 Shares 3,054 Est. Cost $175.57 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $631 Shares 25,337 Est. Cost $27.24 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $626 Shares 2,825 Est. Cost $208.16 Unrealized +0.9%
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.2%
Value ($000) $620 Shares 20,231 Est. Cost $28.93 Unrealized
POOL POOL CORP COM 0.2%
Value ($000) $619 Shares 1,466 Est. Cost $497.54 Unrealized -10.8%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $612 Shares 13,928 Est. Cost $45.43 Unrealized
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.2%
Value ($000) $598 Shares 17,084 Est. Cost $31.05 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.2%
Value ($000) $582 Shares 2,557 Est. Cost $214.54 Unrealized
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $570 Shares 11,076 Est. Cost $41.93 Unrealized +3.4%
ALL ALLSTATE CORP COM 0.2%
Value ($000) $560 Shares 4,047 Est. Cost $112.13 Unrealized +1.9%
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $539 Shares 3,164 Est. Cost $149.53 Unrealized -0.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $537 Shares 165 Est. Cost $166.10 Unrealized -7.0%
CG CARLYLE GROUP INC COM 0.2%
Value ($000) $533 Shares 10,905 Est. Cost $47.16 Unrealized -11.7%
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.2%
Value ($000) $531 Shares 11,950 Est. Cost $39.91 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $509 Shares 3,272 Est. Cost $128.37 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.2%
Value ($000) $508 Shares 5,038 Est. Cost $86.13 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $497 Shares 3,129 Est. Cost $140.20 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $489 Shares 7,597 Est. Cost $57.03 Unrealized +0.5%
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $481 Shares 7,761 Est. Cost $61.24 Unrealized -0.4%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $476 Shares 3,604 Est. Cost $122.58 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $475 Shares 5,437 Est. Cost $84.77 Unrealized -0.2%
WERN WERNER ENTERPRISES INC COM 0.1%
Value ($000) $467 Shares 11,401 Est. Cost $40.69 Unrealized +8.2%
BNOV INNOVATOR U.S. EQUITY BUFFER ETF A NOVEMBER 0.1%
Value ($000) $452 Shares 14,077 Est. Cost $30.44 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $449 Shares 1,800 Est. Cost $251.75 Unrealized +5.9%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $444 Shares 1,225 Est. Cost $347.60 Unrealized
SBNY SIGNATURE BK NEW YORK N Y COM 0.1%
Value ($000) $441 Shares 1,504 Est. Cost $323.26 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $439 Shares 1,058 Est. Cost $375.09 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $437 Shares 8,824 Est. Cost $50.75 Unrealized 0.0%
AAPL APPLE INC COM 0.1%
Value ($000) $433 Shares 2,485 Est. Cost $124.83 Unrealized +32.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $432 Shares 3,573 Est. Cost $138.08 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $398 Shares 3,188 Est. Cost $127.84 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $388 Shares 3,618 Est. Cost $119.71 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $373 Shares 3,408 Est. Cost $86.59 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $344 Shares 6,958 Est. Cost $50.11 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $343 Shares 10,133 Est. Cost $30.46 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $327 Shares 3,353 Est. Cost $113.01 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $318 Shares 9,473 Est. Cost $28.88 Unrealized -1.9%
UNP UNION PAC CORP COM 0.1%
Value ($000) $310 Shares 1,135 Est. Cost $178.06 Unrealized +29.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $305 Shares 6,614 Est. Cost $50.03 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $280 Shares 101 Est. Cost $84.74 Unrealized +59.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $271 Shares 3,693 Est. Cost $73.57 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $257 Shares 3,132 Est. Cost $87.20 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $241 Shares 1,795 Est. Cost $119.59 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $237 Shares 6,916 Est. Cost $31.42 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $234 Shares 3,541 Est. Cost $50.17 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $228 Shares 8,231 Est. Cost $30.74 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $208 Shares 1,927 Est. Cost $85.97 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $206 Shares 6,016 Est. Cost $33.89 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $199 Shares 1,934 Est. Cost $93.78 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $194 Shares 2,309 Est. Cost $76.07 Unrealized +9.6%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $187 Shares 874 Est. Cost $137.62 Unrealized +28.7%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $178 Shares 3,362 Est. Cost $37.06 Unrealized +29.1%
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $177 Shares 2,969 Est. Cost $66.96 Unrealized -13.2%
LOW LOWES COS INC COM 0.0%
Value ($000) $167 Shares 830 Est. Cost $207.10 Unrealized +3.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $164 Shares 1,641 Est. Cost $30.72 Unrealized +159.3%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF A OCTOBER 0.0%
Value ($000) $162 Shares 4,767 Est. Cost $31.52 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $161 Shares 866 Est. Cost $103.86 Unrealized +65.4%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $156 Shares 585 Est. Cost $217.36 Unrealized +14.2%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $155 Shares 4,547 Est. Cost $34.09 Unrealized
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $153 Shares 4,694 Est. Cost $30.77 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $152 Shares 346 Est. Cost $318.96 Unrealized +14.5%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $139 Shares 1,372 Est. Cost $92.48 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $123 Shares 809 Est. Cost $123.16 Unrealized +15.4%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value ($000) $123 Shares 4,037 Est. Cost $29.63 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $121 Shares 1,263 Est. Cost $100.80 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $110 Shares 145 Est. Cost $720.74 Unrealized
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $108 Shares 108,210 Est. Cost $1.00 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $107 Shares 920 Est. Cost $89.25 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $103 Shares 1,506 Est. Cost $68.39 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $101 Shares 196 Est. Cost $373.88 Unrealized +26.6%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $101 Shares 2,638 Est. Cost $42.07 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $100 Shares 1,221 Est. Cost $36.71 Unrealized +84.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $99 Shares 778 Est. Cost $115.39 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $98 Shares 1,082 Est. Cost $87.14 Unrealized -1.4%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $95 Shares 2,515 Est. Cost $40.56 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $93 Shares 1,806 Est. Cost $55.13 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $92 Shares 1,186 Est. Cost $77.57 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $91 Shares 1,541 Est. Cost $21.51 Unrealized +18.2%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $87 Shares 193 Est. Cost $544.80 Unrealized -11.7%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $84 Shares 1,225 Est. Cost $73.21 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $81 Shares 348 Est. Cost $201.15 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $76 Shares 919 Est. Cost $85.90 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $76 Shares 1,241 Est. Cost $72.52 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $73 Shares 176 Est. Cost $333.26 Unrealized +8.9%
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $73 Shares 1,453 Est. Cost $57.12 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $73 Shares 713 Est. Cost $87.60 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $73 Shares 1,737 Est. Cost $35.45 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $72 Shares 1,449 Est. Cost $49.04 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $72 Shares 979 Est. Cost $76.33 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $72 Shares 624 Est. Cost $230.13 Unrealized -42.3%
TGT TARGET CORP COM 0.0%
Value ($000) $71 Shares 338 Est. Cost $213.27 Unrealized -10.3%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $70 Shares 143 Est. Cost $415.66 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $70 Shares 122 Est. Cost $484.45 Unrealized +3.4%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $67 Shares 848 Est. Cost $87.34 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $66 Shares 1,466 Est. Cost $52.14 Unrealized
CSGS CSG SYS INTL INC COM 0.0%
Value ($000) $66 Shares 1,043 Est. Cost $55.34 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $65 Shares 335 Est. Cost $163.73 Unrealized +4.0%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $62 Shares 354 Est. Cost $127.53 Unrealized +19.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $62 Shares 1,218 Est. Cost $43.60 Unrealized -4.8%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $61 Shares 573 Est. Cost $86.34 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $61 Shares 700 Est. Cost $75.63 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $61 Shares 1,880 Est. Cost $30.85 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $60 Shares 373 Est. Cost $160.86 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $58 Shares 874 Est. Cost $100.44 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $57 Shares 306 Est. Cost $159.31 Unrealized +19.4%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $56 Shares 1,206 Est. Cost $47.26 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $53 Shares 4,805 Est. Cost $9.48 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $53 Shares 328 Est. Cost $161.59 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $52 Shares 213 Est. Cost $193.25 Unrealized +17.9%
AOR ISHARES GROWTH ALLOCATION FUND 0.0%
Value ($000) $51 Shares 953 Est. Cost $54.34 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value ($000) $50 Shares 1,936 Est. Cost $25.75 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $48 Shares 1,026 Est. Cost $41.66 Unrealized +2.9%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $47 Shares 197 Est. Cost $132.27 Unrealized +54.8%
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $46 Shares 251 Est. Cost $154.88 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $46 Shares 10,000 Est. Cost $3.41 Unrealized +15.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $46 Shares 466 Est. Cost $66.37 Unrealized +30.7%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $46 Shares 768 Est. Cost $59.90 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $44 Shares 400 Est. Cost $98.59 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $44 Shares 1,184 Est. Cost $24.49 Unrealized +39.3%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $43 Shares 1,296 Est. Cost $28.46 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $42 Shares 257 Est. Cost $166.26 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $41 Shares 255 Est. Cost $83.32 Unrealized +47.3%
PEP PEPSICO INC COM 0.0%
Value ($000) $40 Shares 240 Est. Cost $126.06 Unrealized +17.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $39 Shares 499 Est. Cost $71.61 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $38 Shares 624 Est. Cost $45.41 Unrealized +19.0%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $37 Shares 447 Est. Cost $78.60 Unrealized -6.3%
T AT&T INC COM 0.0%
Value ($000) $37 Shares 1,600 Est. Cost $15.56 Unrealized -4.2%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $36 Shares 95 Est. Cost $263.86 Unrealized +43.3%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $35 Shares 240 Est. Cost $116.67 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $34 Shares 420 Est. Cost $65.91 Unrealized +6.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $33 Shares 111 Est. Cost $161.42 Unrealized +65.1%
DOMO DOMO INC COM CL B 0.0%
Value ($000) $33 Shares 666 Est. Cost $56.53 Unrealized -19.6%
MBB ISHARES MBS ETF 0.0%
Value ($000) $32 Shares 319 Est. Cost $110.03 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $31 Shares 847 Est. Cost $43.02 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $30 Shares 232 Est. Cost $153.74 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $30 Shares 320 Est. Cost $80.94 Unrealized +2.3%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $30 Shares 528 Est. Cost $56.82 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $30 Shares 223 Est. Cost $119.76 Unrealized +11.6%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $29 Shares 1,394 Est. Cost $39.47 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $29 Shares 750 Est. Cost $30.32 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $29 Shares 570 Est. Cost $34.18 Unrealized +24.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $29 Shares 619 Est. Cost $28.47 Unrealized +70.3%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $28 Shares 63 Est. Cost $280.94 Unrealized +38.0%
EIX EDISON INTL COM 0.0%
Value ($000) $28 Shares 400 Est. Cost $52.37 Unrealized +2.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $28 Shares 325 Est. Cost $47.97 Unrealized +51.9%
DOV DOVER CORP COM 0.0%
Value ($000) $28 Shares 184 Est. Cost $111.11 Unrealized +40.4%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $28 Shares 56 Est. Cost $335.57 Unrealized +34.4%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $27 Shares 140 Est. Cost $207.14 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $27 Shares 92 Est. Cost $262.05 Unrealized +19.8%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $26 Shares 580 Est. Cost $40.31 Unrealized +1.5%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $26 Shares 400 Est. Cost $36.98 Unrealized +85.0%
BKE BUCKLE INC COM 0.0%
Value ($000) $26 Shares 787 Est. Cost $15.03 Unrealized +71.1%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $25 Shares 900 Est. Cost $19.84 Unrealized +21.2%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $24 Shares 522 Est. Cost $29.69 Unrealized +12.1%
ORCL ORACLE CORP COM 0.0%
Value ($000) $24 Shares 291 Est. Cost $70.42 Unrealized +9.3%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $24 Shares 586 Est. Cost $34.13 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $24 Shares 110 Est. Cost $334.58 Unrealized -25.8%
BCE BCE INC COM NEW 0.0%
Value ($000) $23 Shares 420 Est. Cost $37.13 Unrealized +7.7%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $23 Shares 64 Est. Cost $427.26 Unrealized -23.8%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $22 Shares 600 Est. Cost $14.16 Unrealized +110.8%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $22 Shares 8 Est. Cost $133.05 Unrealized +1.4%
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $22 Shares 189 Est. Cost $47.47 Unrealized +10.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $22 Shares 306 Est. Cost $54.71 Unrealized +7.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $21 Shares 106 Est. Cost $188.68 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $21 Shares 318 Est. Cost $53.25 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $21 Shares 410 Est. Cost $61.33 Unrealized -12.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $21 Shares 59 Est. Cost $346.23 Unrealized +1.6%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $20 Shares 525 Est. Cost $51.34 Unrealized -23.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $20 Shares 180 Est. Cost $87.25 Unrealized +2.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $20 Shares 342 Est. Cost $58.91 Unrealized -6.4%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $19 Shares 189 Est. Cost $84.66 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $19 Shares 501 Est. Cost $37.92 Unrealized
MKL MARKEL CORP COM 0.0%
Value ($000) $19 Shares 13 Est. Cost $1232.92 Unrealized +4.8%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $19 Shares 1,148 Est. Cost $14.32 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $19 Shares 353 Est. Cost $44.36 Unrealized +13.4%
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $19 Shares 452 Est. Cost $42.04 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $19 Shares 364 Est. Cost $43.96 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $19 Shares 248 Est. Cost $56.45 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $19 Shares 48 Est. Cost $395.67 Unrealized -0.4%
MRNA MODERNA INC COM 0.0%
Value ($000) $18 Shares 110 Est. Cost $362.30 Unrealized -53.5%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $18 Shares 445 Est. Cost $25.41 Unrealized +60.6%
NKE NIKE INC CL B 0.0%
Value ($000) $18 Shares 139 Est. Cost $134.93 Unrealized -2.2%
AMGN AMGEN INC COM 0.0%
Value ($000) $18 Shares 75 Est. Cost $197.08 Unrealized +3.2%
TFJL INNOVATOR 20 YEAR TREASURY BOND 5 FLOOR ETF - JULY 0.0%
Value ($000) $17 Shares 750 Est. Cost $22.67 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $17 Shares 120 Est. Cost $116.67 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $17 Shares 171 Est. Cost $111.11 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $17 Shares 1,231 Est. Cost $12.04 Unrealized +8.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $16 Shares 196 Est. Cost $62.43 Unrealized +7.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $86.30 Unrealized +38.3%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $16 Shares 294 Est. Cost $38.63 Unrealized +11.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $16 Shares 299 Est. Cost $44.55 Unrealized +13.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $16 Shares 97 Est. Cost $156.32 Unrealized -1.9%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $16 Shares 3,262 Est. Cost $5.29 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $15 Shares 68 Est. Cost $205.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $15 Shares 26 Est. Cost $542.36 Unrealized +4.8%
ASAN ASANA INC CL A 0.0%
Value ($000) $15 Shares 378 Est. Cost $105.89 Unrealized -50.9%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $15 Shares 52 Est. Cost $196.00 Unrealized +25.4%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $14 Shares 179 Est. Cost $71.07 Unrealized -2.0%
BA BOEING CO COM 0.0%
Value ($000) $14 Shares 75 Est. Cost $211.06 Unrealized -4.9%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $14 Shares 66 Est. Cost $210.27 Unrealized -7.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $14 Shares 22 Est. Cost $727.27 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $14 Shares 750 Est. Cost $17.56 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $14 Shares 708 Est. Cost $19.77 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $14 Shares 223 Est. Cost $31.83 Unrealized +14.3%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $13 Shares 66 Est. Cost $181.82 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $13 Shares 89 Est. Cost $165.44 Unrealized -22.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $13 Shares 148 Est. Cost $63.77 Unrealized -8.2%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $13 Shares 72 Est. Cost $191.52 Unrealized -4.5%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $13 Shares 77 Est. Cost $129.87 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $13 Shares 103 Est. Cost $92.96 Unrealized +15.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $12 Shares 44 Est. Cost $21.11 Unrealized +18.6%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $12 Shares 209 Est. Cost $54.14 Unrealized +0.7%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $12 Shares 67 Est. Cost $155.91 Unrealized -6.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $12 Shares 224 Est. Cost $36.09 Unrealized +35.7%
WMT WALMART INC COM 0.0%
Value ($000) $12 Shares 81 Est. Cost $45.34 Unrealized -1.7%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $12 Shares 364 Est. Cost $32.76 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $11 Shares 328 Est. Cost $34.72 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $11 Shares 182 Est. Cost $64.95 Unrealized -2.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $11 Shares 56 Est. Cost $198.26 Unrealized -0.8%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $11 Shares 5 Est. Cost $2206.84 Unrealized +4.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $11 Shares 160 Est. Cost $23.71 Unrealized +26.8%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $10 Shares 77 Est. Cost $140.23 Unrealized +0.7%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $10 Shares 9 Est. Cost $1684.49 Unrealized -35.4%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $202.90 Unrealized +0.4%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $110.49 Unrealized +16.9%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 119 Est. Cost $91.94 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $10 Shares 43 Est. Cost $255.81 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $10 Shares 160 Est. Cost $39.03 Unrealized +23.6%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $10 Shares 83 Est. Cost $126.13 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $10 Shares 37 Est. Cost $333.92 Unrealized -7.7%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $22.25 Unrealized +21.2%
INTC INTEL CORP COM 0.0%
Value ($000) $9 Shares 189 Est. Cost $52.76 Unrealized -12.5%
MET METLIFE INC COM 0.0%
Value ($000) $9 Shares 138 Est. Cost $47.61 Unrealized +26.2%
ANSYS INC COM 0.0%
Value ($000) $9 Shares 30 Est. Cost $322.22 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 22 Est. Cost $477.57 Unrealized -5.9%
AMERICA MOVIL SAB DE CV SPON ADR L SHS 0.0%
Value ($000) $9 Shares 468 Est. Cost $17.09 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $9 Shares 412 Est. Cost $16.56 Unrealized +20.1%
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $9 Shares 461 Est. Cost $38.94 Unrealized -53.6%
PPL PPL CORP COM 0.0%
Value ($000) $8 Shares 312 Est. Cost $24.59 Unrealized +0.4%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $8 Shares 13 Est. Cost $70.26 Unrealized +27.4%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $8 Shares 30 Est. Cost $233.33 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $8 Shares 4 Est. Cost $1857.78 Unrealized +5.2%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $7 Shares 108 Est. Cost $53.86 Unrealized +7.7%
LAB STANDARD BIOTOOLS INC COM 0.0%
Value ($000) $7 Shares 2,016 Est. Cost $6.57 Unrealized -47.4%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $7 Shares 201 Est. Cost $34.83 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $7 Shares 90 Est. Cost $72.61 Unrealized +9.3%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $7 Shares 373 Est. Cost $45.58 Unrealized
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value ($000) $7 Shares 225 Est. Cost $22.22 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $7 Shares 97 Est. Cost $72.16 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $95.05 Unrealized +17.9%
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $7 Shares 156 Est. Cost $44.87 Unrealized
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $7 Shares 24 Est. Cost $375.00 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $7 Shares 151 Est. Cost $39.74 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $247.63 Unrealized -14.1%
KEY KEYCORP COM 0.0%
Value ($000) $7 Shares 325 Est. Cost $15.23 Unrealized +33.3%
MMM 3M CO COM 0.0%
Value ($000) $7 Shares 52 Est. Cost $127.23 Unrealized -9.9%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $519.19 Unrealized +2.9%
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $6 Shares 332 Est. Cost $24.10 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 226 Est. Cost $27.89 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $416.99 Unrealized -7.0%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 181 Est. Cost $31.69 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $22.50 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $188.33 Unrealized +2.1%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $6 Shares 88 Est. Cost $107.95 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $138.54 Unrealized +25.7%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $6 Shares 79 Est. Cost $47.12 Unrealized -11.0%
RACE FERRARI N V COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $214.65 Unrealized +4.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $5 Shares 170 Est. Cost $24.82 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $199.09 Unrealized -16.2%
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $41.65 Unrealized +32.2%
RY ROYAL BK CDA COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $77.38 Unrealized +44.9%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $5 Shares 123 Est. Cost $28.18 Unrealized +41.5%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $40.70 Unrealized +1.4%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $5 Shares 88 Est. Cost $118.20 Unrealized -46.9%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $77.81 Unrealized +12.4%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $5 Shares 204 Est. Cost $34.60 Unrealized -31.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $5 Shares 53 Est. Cost $56.60 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $119.43 Unrealized -15.1%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 605 Est. Cost $11.48 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $5 Shares 58 Est. Cost $70.92 Unrealized +4.8%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $124.85 Unrealized +16.6%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $657.35 Unrealized -20.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $91.30 Unrealized +10.6%
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 +21.7%
CROX CROCS INC COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $57.09 Unrealized +65.7%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $5 Shares 37 Est. Cost $131.69 Unrealized +10.2%
BIIB BIOGEN INC COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $259.08 Unrealized -16.1%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $126.28 Unrealized +13.1%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $4 Shares 134 Est. Cost $29.85 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $4 Shares 183 Est. Cost $21.86 Unrealized
NEENAH INC COM 0.0%
Value ($000) $4 Shares 119 Est. Cost $42.02 Unrealized
THE NECESSITY RETAIL REIT INC COM CLASS A 0.0%
Value ($000) $4 Shares 600 Est. Cost $7.22 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $762.13 Unrealized -12.8%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $386.09 Unrealized -2.5%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $66.67 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $240.18 Unrealized -3.4%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $240.25 Unrealized -15.7%
WK WORKIVA INC COM CL A 0.0%
Value ($000) $4 Shares 40 Est. Cost $135.48 Unrealized -18.4%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $172.91 Unrealized +4.6%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $4 Shares 14 Est. Cost $324.15 Unrealized -5.9%
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $4 Shares 77 Est. Cost $36.14 Unrealized
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $4 Shares 426 Est. Cost $9.32 Unrealized +6.6%
FDX FEDEX CORP COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $251.15 Unrealized -14.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $4 Shares 133 Est. Cost $27.68 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $35.73 Unrealized -11.1%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $73.27 Unrealized +13.8%
KMX CARMAX INC COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $133.08 Unrealized -19.2%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $70.93 Unrealized -2.8%
SHOCKWAVE MED INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $205.86 Unrealized
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value ($000) $3 Shares 71 Est. Cost $42.69 Unrealized +0.7%
INNOVATOR DOUBLE STACKER ETF - OCTOBER 0.0%
Value ($000) $3 Shares 108 Est. Cost $27.78 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $3 Shares 91 Est. Cost $39.74 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $106.04 Unrealized -2.1%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.66 Unrealized +17.4%
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 102 Est. Cost $21.12 Unrealized 0.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 24 Est. Cost $133.33 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $3 Shares 43 Est. Cost $75.98 Unrealized +0.4%
FRPT FRESHPET INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $139.85 Unrealized -32.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.02 Unrealized +21.0%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $3 Shares 40 Est. Cost $50.00 Unrealized
AES AES CORP COM 0.0%
Value ($000) $3 Shares 131 Est. Cost $20.54 Unrealized -5.7%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 93 Est. Cost $43.01 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $186.49 Unrealized +6.5%
DXCM DEXCOM INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $126.11 Unrealized -13.3%
ACH OWENS & MINOR INC NEW COM 0.0%
Value ($000) $3 Shares 79 Est. Cost $39.35 Unrealized +9.1%
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value ($000) $3 Shares 48 Est. Cost $131.96 Unrealized -26.9%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $3 Shares 44 Est. Cost $70.93 Unrealized +15.8%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $3 Shares 24 Est. Cost $168.67 Unrealized -19.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $159.94 Unrealized -8.7%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $84.21 Unrealized +35.5%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $40.67 Unrealized +82.6%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $43.69 Unrealized -17.7%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $466.43 Unrealized -5.8%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $31.77 Unrealized +13.7%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $71.03 Unrealized +7.6%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $114.26 Unrealized -1.8%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $3 Shares 116 Est. Cost $20.94 Unrealized +22.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $3 Shares 30 Est. Cost $96.77 Unrealized
SMPL SIMPLY GOOD FOODS CO COM 0.0%
Value ($000) $3 Shares 86 Est. Cost $35.94 Unrealized +3.9%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $21.49 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
CORE SCIENTIFIC INC COMMON STOCK 0.0%
Value ($000) $3 Shares 393 Est. Cost $7.63 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $3 Shares 21 Est. Cost $149.24 Unrealized -1.3%
QLTA ISHARES AAA - A RATED CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $218.76 Unrealized +32.4%
FIZZ NATIONAL BEVERAGE CORP COM 0.0%
Value ($000) $2 Shares 61 Est. Cost $40.90 Unrealized -0.8%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $2 Shares 78 Est. Cost $25.64 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $88.25 Unrealized -17.2%
REMX VANECK RARE EARTH/STRATEGIC METALS ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $2 Shares 18 Est. Cost $118.60 Unrealized +1.6%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $199.61 Unrealized -0.4%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $2 Shares 38 Est. Cost $26.32 Unrealized
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $544.85 Unrealized -0.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $141.39 Unrealized +26.5%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $2 Shares 112 Est. Cost $25.95 Unrealized 0.0%
SEM SELECT MED HLDGS CORP COM 0.0%
Value ($000) $2 Shares 111 Est. Cost $18.37 Unrealized -33.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $253.95 Unrealized +22.9%
RH RH COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $688.27 Unrealized -41.9%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $2 Shares 108 Est. Cost $22.80 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $74.56 Unrealized +11.8%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $134.17 Unrealized +14.3%
TRU TRANSUNION COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $114.88 Unrealized -13.6%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $480.26 Unrealized -14.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $2 Shares 21 Est. Cost $281.03 Unrealized -47.8%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $2 Shares 26 Est. Cost $92.92 Unrealized +4.8%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
POWW AMMO INC COM 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.68 Unrealized 0.0%
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $39.61 Unrealized -8.3%
VRSN VERISIGN INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $217.22 Unrealized -0.5%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $1505.18 Unrealized -4.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $2 Shares 61 Est. Cost $39.42 Unrealized -1.9%
CGNX COGNEX CORP COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $83.60 Unrealized -20.3%
UPWK UPWORK INC COM 0.0%
Value ($000) $2 Shares 121 Est. Cost $44.20 Unrealized -43.4%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $25.69 Unrealized -30.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $65.22 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $208.54 Unrealized -13.9%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $31.03 Unrealized +20.3%
BLACK KNIGHT INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $65.22 Unrealized
SLGN SILGAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $39.03 Unrealized +11.0%
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $114.76 Unrealized -11.8%
MSCI MSCI INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $583.04 Unrealized -14.9%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $679.09 Unrealized -28.3%
EXPO EXPONENT INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $102.37 Unrealized -10.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 226 Est. Cost $11.82 Unrealized -6.5%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.79 Unrealized -1.5%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $2 Shares 162 Est. Cost $12.35 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $92.80 Unrealized -8.5%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $308.42 Unrealized -11.8%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $151.40 Unrealized -44.0%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $628.22 Unrealized -33.6%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.99 Unrealized +0.8%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $1 Shares 83 Est. Cost $17.06 Unrealized +13.9%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $152.53 Unrealized 0.0%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $138.68 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.01 Unrealized +62.3%
STT STATE STR CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.07 Unrealized +22.6%
UHAL AMERCO COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $61.65 Unrealized 0.0%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $194.69 Unrealized -11.1%
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $321.88 Unrealized +34.4%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $180.73 Unrealized +0.5%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $66.02 Unrealized -18.2%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $189.49 Unrealized -15.6%
BX BLACKSTONE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $116.12 Unrealized -7.7%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $44.01 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $107.44 Unrealized +32.6%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.98 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.87 Unrealized +13.1%
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $1 Shares 21 Est. Cost $59.89 Unrealized 0.0%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $1 Shares 10 Est. Cost $163.66 Unrealized -18.4%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $95.13 Unrealized 0.0%
SUMMIT MATLS INC CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
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 +22.1%
PIONEER NAT RES CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $363.20 Unrealized -10.5%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $1 Shares 38 Est. Cost $37.80 Unrealized -29.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $459.42 Unrealized 0.0%
INGR INGREDION INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $90.50 Unrealized 0.0%
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $129.38 Unrealized -13.9%
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $233.92 Unrealized -48.2%
ETSY ETSY INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $240.89 Unrealized -38.3%
KKR KKR & CO INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $71.11 Unrealized -14.4%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $181.65 Unrealized 0.0%
BUNGE LIMITED COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
MGNX MACROGENICS INC COM 0.0%
Value ($000) $1 Shares 192 Est. Cost $22.66 Unrealized -51.3%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $246.15 Unrealized -20.6%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $136.20 Unrealized 0.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
LEVGQ THE LION ELECTRIC COMPANY COMMON STOCK 0.0%
Value ($000) $1 Shares 163 Est. Cost $11.26 Unrealized -24.6%
KIDS ORTHOPEDIATRICS CORP COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $64.94 Unrealized -21.3%
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.32 Unrealized +27.2%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $87.87 Unrealized +37.7%
IAC IAC INTERACTIVECORP NEW COM NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $129.53 Unrealized -25.0%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $1 Shares 332 Est. Cost $6.02 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $38.78 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $153.93 Unrealized -7.5%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.26 Unrealized +10.3%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.16 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $91.94 Unrealized 0.0%
BBY BEST BUY INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.56 Unrealized -9.2%
AON AON PLC SHS CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $290.13 Unrealized -2.5%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $191.55 Unrealized +5.8%
TWITTER INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $63.87 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $192.01 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $115.22 Unrealized 0.0%
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $0 Shares 92 Est. Cost $76.09 Unrealized
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value ($000) $0 Shares 48 Est. Cost $17.38 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.43 Unrealized +27.8%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $9.50 Unrealized +93.3%
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 +13.9%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized +56.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $152.97 Unrealized -18.2%
HBM HUDBAY MINERALS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $7.76 Unrealized 0.0%
ZYNERBA PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 84 Est. Cost Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 36 Est. Cost $14.29 Unrealized
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
REALOGY HLDGS CORP COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.69 Unrealized -16.8%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $484.47 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $117.61 Unrealized +10.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 5 Est. Cost $145.77 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.93 Unrealized +6.0%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $149.84 Unrealized -45.2%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $33.60 Unrealized +32.6%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $64.29 Unrealized -12.9%
CNTTQ CANNTRUST HLDGS INC COM 0.0%
Value ($000) $0 Shares 77 Est. Cost $0.00 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $123.17 Unrealized +1.1%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.42 Unrealized +36.4%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $57.09 Unrealized -4.3%
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.40 Unrealized +18.9%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.63 Unrealized 0.0%
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $82.28 Unrealized +4.8%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $85.70 Unrealized +22.6%
SLM SLM CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.52 Unrealized +79.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $72.23 Unrealized 0.0%