Bellwether Advisors, LLC Diversified Active

CIK: 0001819815 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 5, 2022

Total Value ($000): $310,903 (100.0% shares, 0.0% debt)

Holdings (450)

XLU UTILITIES SELECT SECTOR SPDR FUND 9.5%
Value ($000) $29,668 Shares 423,046 Est. Cost $67.79 Unrealized
IVV ISHARES CORE S&P 500 ETF 8.7%
Value ($000) $27,197 Shares 71,733 Est. Cost $375.65 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 7.6%
Value ($000) $23,652 Shares 184,438 Est. Cost $134.66 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 7.5%
Value ($000) $23,230 Shares 321,839 Est. Cost $74.17 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 4.7%
Value ($000) $14,524 Shares 61,674 Est. Cost $252.96 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 2.9%
Value ($000) $9,146 Shares 290,820 Est. Cost $36.43 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 2.9%
Value ($000) $8,921 Shares 127,063 Est. Cost $67.88 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 1.9%
Value ($000) $5,882 Shares 217,831 Est. Cost $28.04 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.8%
Value ($000) $5,641 Shares 55,486 Est. Cost $118.19 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 1.8%
Value ($000) $5,547 Shares 60,028 Est. Cost $92.58 Unrealized
IJH ISHARES S&P MIDCAP FUND 1.7%
Value ($000) $5,200 Shares 22,989 Est. Cost $229.81 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 1.6%
Value ($000) $4,977 Shares 36,501 Est. Cost $161.29 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 1.6%
Value ($000) $4,900 Shares 163,202 Est. Cost $30.91 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 1.5%
Value ($000) $4,784 Shares 93,869 Est. Cost $61.96 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 1.5%
Value ($000) $4,724 Shares 99,680 Est. Cost $51.64 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 1.5%
Value ($000) $4,654 Shares 73,526 Est. Cost $73.38 Unrealized
WMB WILLIAMS COS INC COM 1.4%
Value ($000) $4,368 Shares 139,964 Est. Cost $29.20 Unrealized +0.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 1.4%
Value ($000) $4,277 Shares 75,012 Est. Cost $67.18 Unrealized
PSEP INNOVATOR U.S EQUITY POWER BUFFER ETF A SEPTEMBER 1.2%
Value ($000) $3,877 Shares 137,917 Est. Cost $27.99 Unrealized
MGPI MGP INGREDIENTS INC NEW COM 1.2%
Value ($000) $3,723 Shares 37,198 Est. Cost $94.06 Unrealized 0.0%
IXN ISHARES GLOBAL TECH ETF 1.1%
Value ($000) $3,513 Shares 76,884 Est. Cost $97.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $3,442 Shares 12,609 Est. Cost $239.16 Unrealized +31.2%
ABBV ABBVIE INC COM 1.0%
Value ($000) $3,228 Shares 21,077 Est. Cost $78.94 Unrealized +69.9%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 1.0%
Value ($000) $3,197 Shares 109,972 Est. Cost $30.49 Unrealized
SRE SEMPRA COM 1.0%
Value ($000) $2,965 Shares 19,733 Est. Cost $68.39 Unrealized +4.3%
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.9%
Value ($000) $2,932 Shares 108,681 Est. Cost $27.20 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.9%
Value ($000) $2,871 Shares 21,587 Est. Cost $103.15 Unrealized +32.0%
CEG CONSTELLATION ENERGY CORP COM 0.9%
Value ($000) $2,864 Shares 50,025 Est. Cost $58.42 Unrealized 0.0%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.9%
Value ($000) $2,722 Shares 92,649 Est. Cost $29.39 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.8%
Value ($000) $2,554 Shares 51,694 Est. Cost $39.50 Unrealized 0.0%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.8%
Value ($000) $2,536 Shares 45,763 Est. Cost $61.08 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.8%
Value ($000) $2,420 Shares 31,431 Est. Cost $50.03 Unrealized +29.9%
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.7%
Value ($000) $2,323 Shares 77,052 Est. Cost $30.15 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF A NOVEMBER 0.7%
Value ($000) $2,318 Shares 81,875 Est. Cost $29.40 Unrealized
ABT ABBOTT LABS COM 0.7%
Value ($000) $2,283 Shares 21,017 Est. Cost $99.26 Unrealized +6.9%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.7%
Value ($000) $2,208 Shares 77,516 Est. Cost $28.75 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF A DECEMBER 0.7%
Value ($000) $2,177 Shares 75,728 Est. Cost $29.33 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $2,099 Shares 29,354 Est. Cost $56.45 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.6%
Value ($000) $1,775 Shares 15,098 Est. Cost $151.47 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $1,685 Shares 15,844 Est. Cost $117.14 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.5%
Value ($000) $1,634 Shares 32,744 Est. Cost $50.66 Unrealized
URI UNITED RENTALS INC COM 0.5%
Value ($000) $1,582 Shares 6,513 Est. Cost $204.61 Unrealized +39.3%
BDEC INNOVATOR U.S. EQUITY BUFFER ETF A DECEMBER 0.5%
Value ($000) $1,541 Shares 50,648 Est. Cost $32.05 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.5%
Value ($000) $1,521 Shares 51,553 Est. Cost $31.07 Unrealized
FE FIRSTENERGY CORP COM 0.5%
Value ($000) $1,498 Shares 39,025 Est. Cost $36.76 Unrealized +0.0%
ED CONSOLIDATED EDISON INC COM 0.5%
Value ($000) $1,487 Shares 15,642 Est. Cost $76.90 Unrealized +9.3%
ETR ENTERGY CORP NEW COM 0.5%
Value ($000) $1,486 Shares 13,195 Est. Cost $51.51 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.5%
Value ($000) $1,461 Shares 21,408 Est. Cost $41.44 Unrealized +0.2%
IVW ISHARES S&P 500 GROWTH ETF 0.5%
Value ($000) $1,404 Shares 23,269 Est. Cost $65.88 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.4%
Value ($000) $1,338 Shares 46,702 Est. Cost $30.67 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.4%
Value ($000) $1,314 Shares 40,871 Est. Cost $34.30 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.4%
Value ($000) $1,276 Shares 27,254 Est. Cost $54.47 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.4%
Value ($000) $1,258 Shares 12,657 Est. Cost $107.02 Unrealized
GO GROCERY OUTLET HLDG CORP COM 0.4%
Value ($000) $1,233 Shares 28,944 Est. Cost $36.54 Unrealized 0.0%
PPC PILGRIMS PRIDE CORP COM 0.4%
Value ($000) $1,206 Shares 38,648 Est. Cost $29.40 Unrealized +0.0%
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF A OCTOBER 0.4%
Value ($000) $1,185 Shares 42,246 Est. Cost $28.32 Unrealized
HSY HERSHEY CO COM 0.4%
Value ($000) $1,182 Shares 5,494 Est. Cost $184.39 Unrealized +7.8%
WMK WEIS MKTS INC COM 0.4%
Value ($000) $1,115 Shares 14,964 Est. Cost $72.12 Unrealized 0.0%
COKE COCA COLA CONS INC COM 0.4%
Value ($000) $1,108 Shares 1,966 Est. Cost $50.07 Unrealized 0.0%
KR KROGER CO COM 0.3%
Value ($000) $1,083 Shares 22,897 Est. Cost $45.65 Unrealized +7.8%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $1,041 Shares 2,760 Est. Cost $381.97 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.3%
Value ($000) $971 Shares 10,280 Est. Cost $96.89 Unrealized
DAR DARLING INGREDIENTS INC COM 0.3%
Value ($000) $943 Shares 15,773 Est. Cost $75.88 Unrealized +0.1%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $916 Shares 5,416 Est. Cost $161.81 Unrealized 0.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $809 Shares 15,861 Est. Cost $61.75 Unrealized
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $774 Shares 39,880 Est. Cost $11.05 Unrealized +10.7%
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.2%
Value ($000) $745 Shares 24,926 Est. Cost $31.36 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.2%
Value ($000) $738 Shares 8,799 Est. Cost $90.63 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.2%
Value ($000) $728 Shares 20,942 Est. Cost $33.57 Unrealized
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.2%
Value ($000) $719 Shares 34,945 Est. Cost $25.55 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF A SEPTEMBER 0.2%
Value ($000) $684 Shares 23,399 Est. Cost $29.57 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $683 Shares 11,620 Est. Cost $71.33 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $601 Shares 2,341 Est. Cost $252.37 Unrealized +4.4%
V VISA INC COM CL A 0.2%
Value ($000) $600 Shares 3,051 Est. Cost $207.63 Unrealized -3.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $565 Shares 23,674 Est. Cost $27.24 Unrealized
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.2%
Value ($000) $528 Shares 17,084 Est. Cost $31.05 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.2%
Value ($000) $525 Shares 19,231 Est. Cost $28.93 Unrealized
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $524 Shares 11,076 Est. Cost $41.93 Unrealized +5.9%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $516 Shares 3,723 Est. Cost $145.07 Unrealized +8.6%
AFL AFLAC INC COM 0.2%
Value ($000) $482 Shares 8,722 Est. Cost $56.69 Unrealized -4.1%
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $469 Shares 3,026 Est. Cost $149.53 Unrealized +1.5%
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $468 Shares 3,934 Est. Cost $115.44 Unrealized 0.0%
AON AON PLC SHS CL A 0.1%
Value ($000) $460 Shares 1,708 Est. Cost $279.99 Unrealized -0.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $457 Shares 11,290 Est. Cost $45.43 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $452 Shares 3,293 Est. Cost $128.37 Unrealized
LPLA LPL FINL HLDGS INC COM 0.1%
Value ($000) $446 Shares 2,422 Est. Cost $189.92 Unrealized 0.0%
WERN WERNER ENTERPRISES INC COM 0.1%
Value ($000) $439 Shares 11,401 Est. Cost $40.69 Unrealized -3.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $421 Shares 8,582 Est. Cost $62.03 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $403 Shares 1,800 Est. Cost $251.75 Unrealized -1.4%
BNOV INNOVATOR U.S. EQUITY BUFFER ETF A NOVEMBER 0.1%
Value ($000) $393 Shares 13,742 Est. Cost $30.44 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $371 Shares 3,375 Est. Cost $138.08 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $366 Shares 1,058 Est. Cost $375.09 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $362 Shares 4,330 Est. Cost $86.13 Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.1%
Value ($000) $353 Shares 9,337 Est. Cost $39.91 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $350 Shares 3,423 Est. Cost $119.71 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $346 Shares 1,235 Est. Cost $347.60 Unrealized
AAPL APPLE INC COM 0.1%
Value ($000) $338 Shares 2,473 Est. Cost $124.83 Unrealized +19.1%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $337 Shares 6,842 Est. Cost $50.11 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $324 Shares 9,476 Est. Cost $28.88 Unrealized -1.1%
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $324 Shares 1,885 Est. Cost $175.57 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $298 Shares 1,584 Est. Cost $214.54 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $295 Shares 3,134 Est. Cost $86.59 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $284 Shares 2,680 Est. Cost $127.65 Unrealized -2.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $275 Shares 6,614 Est. Cost $50.03 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $261 Shares 3,070 Est. Cost $113.01 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $242 Shares 1,135 Est. Cost $178.06 Unrealized +17.3%
AOR ISHARES GROWTH ALLOCATION FUND 0.1%
Value ($000) $238 Shares 4,973 Est. Cost $49.10 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $238 Shares 3,817 Est. Cost $73.20 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $231 Shares 3,143 Est. Cost $87.20 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $223 Shares 3,380 Est. Cost $50.17 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $217 Shares 100 Est. Cost $84.74 Unrealized +37.9%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $216 Shares 8,231 Est. Cost $30.74 Unrealized
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $212 Shares 2,970 Est. Cost $66.96 Unrealized -7.3%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $211 Shares 2,007 Est. Cost $127.84 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $206 Shares 6,916 Est. Cost $31.42 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $179 Shares 1,947 Est. Cost $86.03 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $173 Shares 6,016 Est. Cost $33.89 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $155 Shares 850 Est. Cost $137.62 Unrealized +11.4%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $153 Shares 4,865 Est. Cost $31.45 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $148 Shares 346 Est. Cost $318.96 Unrealized +24.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $147 Shares 1,641 Est. Cost $30.72 Unrealized +192.7%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $147 Shares 3,197 Est. Cost $37.06 Unrealized +13.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $145 Shares 2,309 Est. Cost $76.07 Unrealized -13.8%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF A OCTOBER 0.0%
Value ($000) $145 Shares 4,767 Est. Cost $31.52 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $144 Shares 2,414 Est. Cost $65.11 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $142 Shares 4,380 Est. Cost $34.09 Unrealized
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $138 Shares 4,694 Est. Cost $30.77 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $134 Shares 770 Est. Cost $207.10 Unrealized -13.3%
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $124 Shares 124,849 Est. Cost $1.00 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $119 Shares 834 Est. Cost $123.59 Unrealized +11.1%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $118 Shares 3,736 Est. Cost $30.46 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $115 Shares 1,372 Est. Cost $92.48 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $107 Shares 538 Est. Cost $217.36 Unrealized +3.9%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $105 Shares 1,139 Est. Cost $90.59 Unrealized -5.2%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $101 Shares 1,263 Est. Cost $100.80 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $91 Shares 2,638 Est. Cost $42.07 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $91 Shares 1,806 Est. Cost $55.13 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $88 Shares 929 Est. Cost $89.25 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $88 Shares 145 Est. Cost $720.74 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $84 Shares 185 Est. Cost $373.88 Unrealized +25.6%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $78 Shares 2,515 Est. Cost $40.56 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $74 Shares 903 Est. Cost $85.90 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $74 Shares 977 Est. Cost $87.14 Unrealized -19.2%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $71 Shares 1,225 Est. Cost $73.21 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $68 Shares 795 Est. Cost $36.71 Unrealized +116.8%
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $67 Shares 1,453 Est. Cost $57.12 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $66 Shares 1,241 Est. Cost $72.52 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $66 Shares 375 Est. Cost $129.34 Unrealized +23.7%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $64 Shares 721 Est. Cost $87.61 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $63 Shares 348 Est. Cost $201.15 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $63 Shares 848 Est. Cost $87.34 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $62 Shares 170 Est. Cost $544.80 Unrealized -25.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $62 Shares 558 Est. Cost $119.59 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $62 Shares 1,737 Est. Cost $35.45 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $62 Shares 1,449 Est. Cost $49.04 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $61 Shares 979 Est. Cost $76.33 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value ($000) $60 Shares 2,324 Est. Cost $25.76 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $60 Shares 1,496 Est. Cost $51.90 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $60 Shares 1,214 Est. Cost $21.51 Unrealized +14.6%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $59 Shares 143 Est. Cost $415.66 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $59 Shares 125 Est. Cost $484.46 Unrealized +0.1%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $58 Shares 335 Est. Cost $163.73 Unrealized +1.6%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $55 Shares 573 Est. Cost $86.34 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $53 Shares 2,594 Est. Cost $20.43 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $53 Shares 1,880 Est. Cost $30.85 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $52 Shares 78 Est. Cost $295.58 Unrealized -7.7%
DE DEERE & CO COM 0.0%
Value ($000) $52 Shares 176 Est. Cost $333.26 Unrealized +4.9%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $52 Shares 213 Est. Cost $193.25 Unrealized +17.1%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $48 Shares 1,206 Est. Cost $47.26 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $47 Shares 338 Est. Cost $213.27 Unrealized -20.2%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $47 Shares 275 Est. Cost $159.31 Unrealized +4.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $44 Shares 4,422 Est. Cost $9.48 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $43 Shares 263 Est. Cost $128.14 Unrealized +16.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $43 Shares 624 Est. Cost $230.13 Unrealized -62.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $43 Shares 197 Est. Cost $132.27 Unrealized +61.4%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $42 Shares 845 Est. Cost $43.60 Unrealized -8.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $41 Shares 326 Est. Cost $112.13 Unrealized +7.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $40 Shares 1,026 Est. Cost $41.66 Unrealized -7.9%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $39 Shares 1,184 Est. Cost $24.49 Unrealized +37.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $39 Shares 400 Est. Cost $98.59 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $38 Shares 252 Est. Cost $154.88 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $3.41 Unrealized +4.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $38 Shares 493 Est. Cost $68.83 Unrealized +14.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $36 Shares 111 Est. Cost $161.42 Unrealized +94.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $34 Shares 876 Est. Cost $100.44 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $34 Shares 1,189 Est. Cost $28.46 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $33 Shares 257 Est. Cost $166.26 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $33 Shares 750 Est. Cost $30.32 Unrealized +27.9%
KO COCA COLA CO COM 0.0%
Value ($000) $33 Shares 527 Est. Cost $45.41 Unrealized +25.0%
T AT&T INC COM 0.0%
Value ($000) $33 Shares 1,600 Est. Cost $15.56 Unrealized +4.8%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $32 Shares 390 Est. Cost $106.80 Unrealized -9.3%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $31 Shares 240 Est. Cost $116.67 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $31 Shares 319 Est. Cost $110.03 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $30 Shares 63 Est. Cost $280.94 Unrealized +54.1%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $29 Shares 426 Est. Cost $78.60 Unrealized -4.2%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $28 Shares 401 Est. Cost $71.61 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $27 Shares 847 Est. Cost $43.02 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $26 Shares 528 Est. Cost $56.82 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $26 Shares 232 Est. Cost $153.74 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $26 Shares 325 Est. Cost $47.97 Unrealized +68.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $26 Shares 271 Est. Cost $66.37 Unrealized +33.4%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $26 Shares 89 Est. Cost $263.86 Unrealized +26.4%
EIX EDISON INTL COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $52.37 Unrealized +9.6%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $25 Shares 225 Est. Cost $119.76 Unrealized -5.6%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $25 Shares 802 Est. Cost $59.69 Unrealized -0.2%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $24 Shares 619 Est. Cost $28.47 Unrealized +40.3%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $23 Shares 140 Est. Cost $207.14 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $23 Shares 197 Est. Cost $115.39 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $23 Shares 37 Est. Cost $43.24 Unrealized -0.5%
DOV DOVER CORP COM 0.0%
Value ($000) $22 Shares 184 Est. Cost $111.11 Unrealized +16.2%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $22 Shares 550 Est. Cost $37.10 Unrealized +3.6%
BKE BUCKLE INC COM 0.0%
Value ($000) $21 Shares 787 Est. Cost $15.03 Unrealized +46.3%
HD HOME DEPOT INC COM 0.0%
Value ($000) $20 Shares 73 Est. Cost $262.05 Unrealized +2.7%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $20 Shares 525 Est. Cost $51.34 Unrealized -29.6%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $20 Shares 900 Est. Cost $19.84 Unrealized +6.3%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $20 Shares 580 Est. Cost $40.31 Unrealized -0.8%
AMGN AMGEN INC COM 0.0%
Value ($000) $20 Shares 84 Est. Cost $199.38 Unrealized +9.6%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $36.98 Unrealized +53.7%
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $19 Shares 494 Est. Cost $41.73 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $18 Shares 410 Est. Cost $61.33 Unrealized -28.6%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $18 Shares 36 Est. Cost $335.57 Unrealized +40.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $18 Shares 600 Est. Cost $14.16 Unrealized +143.6%
DOMO DOMO INC COM CL B 0.0%
Value ($000) $18 Shares 666 Est. Cost $56.53 Unrealized -35.1%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $17 Shares 189 Est. Cost $84.66 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $17 Shares 111 Est. Cost $334.58 Unrealized -42.7%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $17 Shares 106 Est. Cost $188.68 Unrealized
TFJL INNOVATOR 20 YEAR TREASURY BOND 5 FLOOR ETF - JULY 0.0%
Value ($000) $16 Shares 750 Est. Cost $22.67 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $16 Shares 318 Est. Cost $53.25 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $15 Shares 58 Est. Cost $427.26 Unrealized -25.0%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $15 Shares 120 Est. Cost $116.67 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $14 Shares 90 Est. Cost $156.32 Unrealized +2.5%
NKE NIKE INC CL B 0.0%
Value ($000) $14 Shares 139 Est. Cost $134.93 Unrealized -17.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $14 Shares 113 Est. Cost $94.91 Unrealized +21.2%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $14 Shares 3,262 Est. Cost $5.29 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $14 Shares 1,394 Est. Cost $39.47 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $362.30 Unrealized -60.5%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $13 Shares 445 Est. Cost $25.41 Unrealized +28.8%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $13 Shares 52 Est. Cost $196.00 Unrealized +15.4%
CTVA CORTEVA INC COM 0.0%
Value ($000) $12 Shares 224 Est. Cost $36.09 Unrealized +54.6%
WMT WALMART INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $45.09 Unrealized -2.4%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 708 Est. Cost $19.77 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $11 Shares 66 Est. Cost $210.27 Unrealized -6.2%
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.0%
Value ($000) $11 Shares 381 Est. Cost $28.87 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $11 Shares 77 Est. Cost $129.87 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $11 Shares 68 Est. Cost $205.88 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $86.30 Unrealized +8.5%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 750 Est. Cost $17.56 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $10 Shares 56 Est. Cost $198.26 Unrealized -7.7%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $10 Shares 89 Est. Cost $165.44 Unrealized -35.2%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $10 Shares 364 Est. Cost $32.76 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $9 Shares 135 Est. Cost $70.42 Unrealized -0.8%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $9 Shares 328 Est. Cost $34.72 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 83 Est. Cost $126.13 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 119 Est. Cost $91.94 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $110.49 Unrealized +14.9%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $8 Shares 188 Est. Cost $44.36 Unrealized -3.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $8 Shares 160 Est. Cost $23.71 Unrealized +6.8%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $8 Shares 4 Est. Cost $133.05 Unrealized -11.9%
MET METLIFE INC COM 0.0%
Value ($000) $8 Shares 138 Est. Cost $47.61 Unrealized +24.5%
DOW DOW INC COM 0.0%
Value ($000) $8 Shares 160 Est. Cost $39.03 Unrealized +32.7%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $8 Shares 43 Est. Cost $255.81 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.25 Unrealized +10.1%
INTC INTEL CORP COM 0.0%
Value ($000) $7 Shares 189 Est. Cost $52.76 Unrealized -23.0%
HAS HASBRO INC COM 0.0%
Value ($000) $7 Shares 90 Est. Cost $72.61 Unrealized +1.8%
MRK MERCK & CO INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $65.91 Unrealized +20.2%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $179.43 Unrealized +34.5%
AZO AUTOZONE INC COM 0.0%
Value ($000) $6 Shares 3 Est. Cost $1857.78 Unrealized +10.7%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $6 Shares 201 Est. Cost $34.83 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 226 Est. Cost $27.89 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $6 Shares 30 Est. Cost $233.33 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $127.23 Unrealized -17.3%
PFE PFIZER INC COM 0.0%
Value ($000) $6 Shares 121 Est. Cost $34.18 Unrealized +22.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $259.08 Unrealized -21.1%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $5 Shares 58 Est. Cost $70.92 Unrealized +12.1%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $44.55 Unrealized -8.5%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $5 Shares 16 Est. Cost $346.23 Unrealized -2.6%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $140.23 Unrealized -22.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $5 Shares 53 Est. Cost $56.60 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $5 Shares 88 Est. Cost $118.20 Unrealized -50.3%
AMCOR PLC ORD 0.0%
Value ($000) $5 Shares 426 Est. Cost $9.32 Unrealized +14.0%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $5 Shares 181 Est. Cost $31.69 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $5 Shares 151 Est. Cost $39.74 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $5 Shares 88 Est. Cost $63.77 Unrealized -25.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $138.54 Unrealized +5.0%
KEY KEYCORP COM 0.0%
Value ($000) $5 Shares 325 Est. Cost $15.23 Unrealized +4.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $4 Shares 67 Est. Cost $69.86 Unrealized -4.9%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $91.30 Unrealized -1.6%
BARRICK GOLD CORP COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $22.50 Unrealized
THE NECESSITY RETAIL REIT INC COM CLASS A 0.0%
Value ($000) $4 Shares 600 Est. Cost $7.22 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.94 Unrealized +5.5%
AEE AMEREN CORP COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $82.76 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $4 Shares 123 Est. Cost $28.18 Unrealized +14.7%
AVGO BROADCOM INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $41.65 Unrealized +25.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $4 Shares 77 Est. Cost $58.91 Unrealized -8.2%
RY ROYAL BK CDA COM 0.0%
Value ($000) $4 Shares 48 Est. Cost $77.38 Unrealized +32.2%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $4 Shares 170 Est. Cost $24.82 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $4 Shares 47 Est. Cost $80.32 Unrealized -1.2%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $4 Shares 88 Est. Cost $107.95 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $251.15 Unrealized -21.7%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $4 Shares 133 Est. Cost $27.47 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $77.81 Unrealized +5.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $4 Shares 46 Est. Cost $87.25 Unrealized +9.3%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $4 Shares 28 Est. Cost $142.86 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $4 Shares 373 Est. Cost $14.08 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $240.18 Unrealized -8.0%
CROX CROCS INC COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $57.09 Unrealized +6.3%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $3 Shares 30 Est. Cost $96.77 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.02 Unrealized +26.2%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $3 Shares 111 Est. Cost $24.59 Unrealized +2.9%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $3 Shares 133 Est. Cost $27.68 Unrealized
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $3 Shares 258 Est. Cost $12.04 Unrealized -7.0%
LAB STANDARD BIOTOOLS INC COM 0.0%
Value ($000) $3 Shares 2,016 Est. Cost $6.57 Unrealized -62.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $54.71 Unrealized +17.5%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $126.28 Unrealized +6.9%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $38.63 Unrealized +19.4%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 93 Est. Cost $43.01 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $58.25 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 59 Est. Cost $57.24 Unrealized 0.0%
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $80.00 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 227 Est. Cost $18.55 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $86.63 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 605 Est. Cost $11.48 Unrealized -41.2%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $3 Shares 91 Est. Cost $39.74 Unrealized
QLTA ISHARES AAA - A RATED CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 226 Est. Cost $11.82 Unrealized -21.4%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $40.67 Unrealized +120.7%
SLGN SILGAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $39.03 Unrealized +12.6%
DHI D R HORTON INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $74.56 Unrealized -9.1%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $2 Shares 81 Est. Cost $21.49 Unrealized
INNOVATOR DOUBLE STACKER ETF - OCTOBER 0.0%
Value ($000) $2 Shares 108 Est. Cost $27.78 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 300 Est. Cost $20.23 Unrealized -27.4%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $2 Shares 61 Est. Cost $39.42 Unrealized -0.3%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $141.39 Unrealized +37.8%
POWW AMMO INC COM 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.68 Unrealized -11.2%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $544.85 Unrealized +1.3%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $133.33 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $238.45 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $65.22 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $253.95 Unrealized +18.8%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $134.17 Unrealized +12.5%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $1 Shares 83 Est. Cost $17.06 Unrealized +23.7%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.16 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $114.76 Unrealized -15.5%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $103.34 Unrealized 0.0%
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $129.38 Unrealized -19.8%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 123 Est. Cost $11.65 Unrealized -0.2%
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $1 Shares 461 Est. Cost $38.94 Unrealized -76.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $1 Shares 26 Est. Cost $76.92 Unrealized
REMX VANECK RARE EARTH/STRATEGIC METALS ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $90.91 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $191.55 Unrealized -9.2%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.18 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $160.86 Unrealized
SANDERSON FARMS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.03 Unrealized +8.3%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $199.61 Unrealized +9.7%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $321.88 Unrealized +45.9%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $1 Shares 18 Est. Cost $111.79 Unrealized -13.3%
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.32 Unrealized +43.2%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $153.93 Unrealized -30.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $53.86 Unrealized +11.5%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.26 Unrealized +1.8%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $1684.49 Unrealized -48.2%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $152.53 Unrealized -15.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.01 Unrealized +43.9%
PIONEER NAT RES CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $107.44 Unrealized +37.7%
RH RH COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $688.27 Unrealized -56.9%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $1 Shares 36 Est. Cost $35.96 Unrealized +29.5%
PREMIER INC CL A 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
TWITTER INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $63.87 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $70.93 Unrealized -14.2%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $87.87 Unrealized +42.6%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.99 Unrealized -6.6%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $1 Shares 162 Est. Cost $12.35 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $71.82 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 89 Est. Cost $14.32 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $44.01 Unrealized -8.3%
TER TERADYNE INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $123.17 Unrealized -16.9%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.31 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $0 Shares 60 Est. Cost $13.92 Unrealized -24.3%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 36 Est. Cost $14.29 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $22.80 Unrealized 0.0%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $196.27 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $30.87 Unrealized +0.6%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $246.15 Unrealized -61.3%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $53.41 Unrealized -20.1%
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value ($000) $0 Shares 52 Est. Cost $17.38 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $72.23 Unrealized -24.2%
NFLX NETFLIX INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.63 Unrealized -46.7%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $64.29 Unrealized -21.8%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $64.95 Unrealized -11.6%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.32 Unrealized +71.3%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $657.35 Unrealized -38.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $247.63 Unrealized -29.5%
MASI MASIMO CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $192.01 Unrealized -30.3%
ZYNERBA PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 84 Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $152.97 Unrealized -36.8%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $21.11 Unrealized -10.8%
WEBER INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.93 Unrealized +9.6%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $16.04 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.42 Unrealized +31.5%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $9.50 Unrealized +63.8%
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $233.92 Unrealized -60.9%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.38 Unrealized -21.0%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.31 Unrealized +44.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $117.61 Unrealized +17.4%
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.69 Unrealized +23.6%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
HBM HUDBAY MINERALS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $7.76 Unrealized -23.1%
CORE SCIENTIFIC INC COMMON STOCK 0.0%
Value ($000) $0 Shares 393 Est. Cost $7.63 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized +41.1%
ANYWHERE REAL ESTATE INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $0 Shares 92 Est. Cost $76.09 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $459.42 Unrealized -24.2%
BA BOEING CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $211.06 Unrealized -30.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $86.26 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $66.07 Unrealized -5.8%
CME CME GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $181.95 Unrealized 0.0%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $159.48 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $189.49 Unrealized -32.8%
BBY BEST BUY INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $90.56 Unrealized -22.9%
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $85.70 Unrealized +14.2%
SLM SLM CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.52 Unrealized +64.6%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $57.09 Unrealized -16.4%
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.40 Unrealized +5.4%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $484.47 Unrealized -24.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 5 Est. Cost $145.77 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.43 Unrealized +28.4%
L LOEWS CORP COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $62.12 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $122.58 Unrealized -17.0%
ANSYS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $322.22 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $70.15 Unrealized 0.0%
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $82.28 Unrealized -12.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.09 Unrealized 0.0%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $22.73 Unrealized