Bellwether Advisors, LLC Diversified Active

CIK: 0001819815 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $303,116 (100.0% shares, 0.0% debt)

Holdings (528)

BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 13.1%
Value ($000) $39,621 Shares 1,339,534 Est. Cost $29.67 Unrealized
IVV ISHARES CORE S&P 500 ETF 7.8%
Value ($000) $23,533 Shares 65,616 Est. Cost $375.65 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 7.6%
Value ($000) $23,025 Shares 351,487 Est. Cost $67.79 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 6.5%
Value ($000) $19,815 Shares 163,619 Est. Cost $134.66 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 6.3%
Value ($000) $19,076 Shares 285,876 Est. Cost $74.17 Unrealized
VHT VANGUARD HEALTH CARE ETF 3.7%
Value ($000) $11,133 Shares 49,771 Est. Cost $252.96 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 2.5%
Value ($000) $7,626 Shares 115,377 Est. Cost $67.88 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 2.5%
Value ($000) $7,493 Shares 246,805 Est. Cost $36.43 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 1.9%
Value ($000) $5,771 Shares 217,278 Est. Cost $28.04 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 1.6%
Value ($000) $4,761 Shares 161,802 Est. Cost $30.91 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.6%
Value ($000) $4,706 Shares 48,848 Est. Cost $118.19 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.5%
Value ($000) $4,566 Shares 52,368 Est. Cost $92.58 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 1.5%
Value ($000) $4,464 Shares 34,034 Est. Cost $161.29 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 1.4%
Value ($000) $4,346 Shares 19,822 Est. Cost $229.81 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 1.4%
Value ($000) $4,137 Shares 89,749 Est. Cost $51.64 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 1.4%
Value ($000) $4,111 Shares 85,565 Est. Cost $61.96 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 1.3%
Value ($000) $3,885 Shares 68,156 Est. Cost $73.38 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 1.3%
Value ($000) $3,816 Shares 137,244 Est. Cost $27.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $3,441 Shares 12,887 Est. Cost $240.14 Unrealized +18.5%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 1.1%
Value ($000) $3,436 Shares 67,489 Est. Cost $67.18 Unrealized
ED CONSOLIDATED EDISON INC COM 1.1%
Value ($000) $3,245 Shares 37,849 Est. Cost $82.16 Unrealized +4.5%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 1.0%
Value ($000) $3,115 Shares 109,811 Est. Cost $30.49 Unrealized
MGPI MGP INGREDIENTS INC NEW COM 1.0%
Value ($000) $3,108 Shares 29,278 Est. Cost $94.06 Unrealized +14.2%
IXN ISHARES GLOBAL TECH ETF 1.0%
Value ($000) $3,039 Shares 72,063 Est. Cost $97.44 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.9%
Value ($000) $2,877 Shares 108,218 Est. Cost $27.20 Unrealized
ABBV ABBVIE INC COM 0.9%
Value ($000) $2,827 Shares 21,070 Est. Cost $78.94 Unrealized +61.0%
GO GROCERY OUTLET HLDG CORP COM 0.9%
Value ($000) $2,690 Shares 80,820 Est. Cost $39.18 Unrealized +3.8%
CEG CONSTELLATION ENERGY CORP COM 0.9%
Value ($000) $2,686 Shares 32,299 Est. Cost $58.42 Unrealized +22.8%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.9%
Value ($000) $2,649 Shares 92,599 Est. Cost $29.39 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.8%
Value ($000) $2,546 Shares 15,347 Est. Cost $103.15 Unrealized +47.0%
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.8%
Value ($000) $2,291 Shares 81,707 Est. Cost $29.40 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $2,249 Shares 31,639 Est. Cost $50.03 Unrealized +24.5%
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.7%
Value ($000) $2,246 Shares 77,052 Est. Cost $30.15 Unrealized
SO SOUTHERN CO COM 0.7%
Value ($000) $2,184 Shares 32,131 Est. Cost $66.93 Unrealized +0.0%
WMB WILLIAMS COS INC COM 0.7%
Value ($000) $2,160 Shares 75,457 Est. Cost $29.20 Unrealized -4.5%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.7%
Value ($000) $2,156 Shares 75,728 Est. Cost $29.33 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.7%
Value ($000) $2,075 Shares 76,949 Est. Cost $28.75 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.7%
Value ($000) $2,049 Shares 40,432 Est. Cost $61.08 Unrealized
ABT ABBOTT LABS COM 0.7%
Value ($000) $2,038 Shares 21,069 Est. Cost $99.26 Unrealized +0.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $2,007 Shares 27,868 Est. Cost $56.45 Unrealized
URI UNITED RENTALS INC COM 0.6%
Value ($000) $1,709 Shares 6,330 Est. Cost $204.61 Unrealized +37.8%
IBB ISHARES BIOTECHNOLOGY ETF 0.5%
Value ($000) $1,667 Shares 14,261 Est. Cost $151.47 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $1,625 Shares 15,844 Est. Cost $117.14 Unrealized
COKE COCA COLA CONS INC COM 0.5%
Value ($000) $1,558 Shares 3,786 Est. Cost $48.69 Unrealized -3.1%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.5%
Value ($000) $1,501 Shares 51,553 Est. Cost $31.07 Unrealized
LW LAMB WESTON HLDGS INC COM 0.5%
Value ($000) $1,436 Shares 18,559 Est. Cost $72.63 Unrealized +1.5%
FLOT ISHARES FLOATING RATE BOND ETF 0.5%
Value ($000) $1,407 Shares 27,994 Est. Cost $50.66 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.4%
Value ($000) $1,303 Shares 46,702 Est. Cost $30.67 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.4%
Value ($000) $1,261 Shares 40,697 Est. Cost $34.30 Unrealized
WRB BERKLEY W R CORP COM 0.4%
Value ($000) $1,244 Shares 19,273 Est. Cost $41.44 Unrealized -3.5%
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.4%
Value ($000) $1,209 Shares 42,246 Est. Cost $28.32 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.4%
Value ($000) $1,156 Shares 12,751 Est. Cost $31.32 Unrealized 0.0%
VDE VANGUARD ENERGY ETF 0.4%
Value ($000) $1,139 Shares 11,219 Est. Cost $107.02 Unrealized
ETR ENTERGY CORP NEW COM 0.4%
Value ($000) $1,070 Shares 10,640 Est. Cost $51.51 Unrealized -1.6%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.4%
Value ($000) $1,063 Shares 23,889 Est. Cost $54.47 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $946 Shares 16,354 Est. Cost $65.88 Unrealized
PPC PILGRIMS PRIDE CORP COM 0.3%
Value ($000) $786 Shares 34,152 Est. Cost $29.40 Unrealized -1.7%
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $770 Shares 6,627 Est. Cost $109.83 Unrealized +0.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $765 Shares 15,861 Est. Cost $61.75 Unrealized
LPLA LPL FINL HLDGS INC COM 0.3%
Value ($000) $762 Shares 3,492 Est. Cost $196.89 Unrealized +8.0%
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.2%
Value ($000) $724 Shares 24,926 Est. Cost $31.36 Unrealized
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $697 Shares 41,149 Est. Cost $11.09 Unrealized +12.4%
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.2%
Value ($000) $669 Shares 23,399 Est. Cost $29.57 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $632 Shares 2,715 Est. Cost $252.99 Unrealized +1.5%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.2%
Value ($000) $630 Shares 18,831 Est. Cost $33.57 Unrealized
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.2%
Value ($000) $610 Shares 31,780 Est. Cost $25.55 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $555 Shares 1,555 Est. Cost $381.97 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $538 Shares 23,646 Est. Cost $27.24 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.2%
Value ($000) $520 Shares 5,879 Est. Cost $96.89 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.2%
Value ($000) $515 Shares 19,231 Est. Cost $28.93 Unrealized
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $508 Shares 11,197 Est. Cost $41.95 Unrealized +3.1%
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.2%
Value ($000) $489 Shares 16,236 Est. Cost $31.05 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $467 Shares 3,465 Est. Cost $145.07 Unrealized -0.1%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $450 Shares 11,290 Est. Cost $45.43 Unrealized
AAPL APPLE INC COM 0.1%
Value ($000) $449 Shares 3,253 Est. Cost $131.89 Unrealized +17.0%
WERN WERNER ENTERPRISES INC COM 0.1%
Value ($000) $428 Shares 11,401 Est. Cost $40.69 Unrealized +0.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $414 Shares 7,879 Est. Cost $71.33 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $390 Shares 2,278 Est. Cost $171.25 Unrealized +0.4%
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $382 Shares 4,910 Est. Cost $90.63 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value ($000) $381 Shares 13,742 Est. Cost $30.44 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $379 Shares 6,750 Est. Cost $56.69 Unrealized -3.7%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $368 Shares 1,800 Est. Cost $251.75 Unrealized -8.8%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $357 Shares 3,163 Est. Cost $127.46 Unrealized -0.8%
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.1%
Value ($000) $345 Shares 9,540 Est. Cost $39.84 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $345 Shares 3,375 Est. Cost $138.08 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $338 Shares 2,268 Est. Cost $149.53 Unrealized +1.9%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $337 Shares 6,842 Est. Cost $50.11 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $334 Shares 3,580 Est. Cost $101.98 Unrealized -0.1%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $328 Shares 3,423 Est. Cost $119.71 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $314 Shares 9,653 Est. Cost $28.88 Unrealized +0.6%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $314 Shares 957 Est. Cost $375.09 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $289 Shares 3,645 Est. Cost $86.13 Unrealized
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $278 Shares 1,705 Est. Cost $175.57 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $277 Shares 1,548 Est. Cost $214.54 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $269 Shares 7,372 Est. Cost $48.63 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $245 Shares 5,482 Est. Cost $48.69 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $243 Shares 5,673 Est. Cost $62.03 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $232 Shares 1,192 Est. Cost $179.31 Unrealized +13.9%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $229 Shares 4,485 Est. Cost $51.06 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $226 Shares 4,039 Est. Cost $72.25 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $211 Shares 2,210 Est. Cost $108.91 Unrealized +1.1%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $210 Shares 8,453 Est. Cost $30.58 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $185 Shares 6,416 Est. Cost $31.42 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $185 Shares 3,380 Est. Cost $50.17 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $168 Shares 1,647 Est. Cost $30.72 Unrealized +187.0%
V VISA INC COM CL A 0.1%
Value ($000) $167 Shares 942 Est. Cost $207.63 Unrealized -4.5%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $165 Shares 2,309 Est. Cost $76.07 Unrealized -13.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $159 Shares 1,566 Est. Cost $127.84 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $156 Shares 835 Est. Cost $205.17 Unrealized -11.1%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $144 Shares 2,605 Est. Cost $64.38 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $144 Shares 4,865 Est. Cost $31.45 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $144 Shares 4,598 Est. Cost $33.96 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $137 Shares 850 Est. Cost $137.62 Unrealized +16.6%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $136 Shares 4,551 Est. Cost $31.52 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $133 Shares 346 Est. Cost $318.96 Unrealized +19.4%
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $132 Shares 4,694 Est. Cost $30.77 Unrealized
ONEV SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF 0.0%
Value ($000) $126 Shares 1,380 Est. Cost $91.30 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $123 Shares 1,561 Est. Cost $113.01 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $117 Shares 915 Est. Cost $128.37 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $114 Shares 566 Est. Cost $216.65 Unrealized -6.3%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $113 Shares 900 Est. Cost $124.10 Unrealized +5.2%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $108 Shares 1,139 Est. Cost $90.59 Unrealized -3.3%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $108 Shares 1,372 Est. Cost $92.48 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $100 Shares 1,154 Est. Cost $50.60 Unrealized +60.8%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $97 Shares 1,087 Est. Cost $86.59 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $92 Shares 196 Est. Cost $489.39 Unrealized +1.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $91 Shares 2,272 Est. Cost $37.06 Unrealized +5.9%
BLACKROCK INC COM 0.0%
Value ($000) $90 Shares 165 Est. Cost $699.49 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $90 Shares 185 Est. Cost $373.88 Unrealized +36.4%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $88 Shares 1,806 Est. Cost $55.13 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $87 Shares 1,041 Est. Cost $86.60 Unrealized -9.5%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $87 Shares 2,921 Est. Cost $30.46 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $83 Shares 985 Est. Cost $88.96 Unrealized
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $78 Shares 78,543 Est. Cost $1.00 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $74 Shares 916 Est. Cost $85.83 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $71 Shares 2,787 Est. Cost $33.89 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $70 Shares 1,236 Est. Cost $52.53 Unrealized +6.9%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $69 Shares 2,515 Est. Cost $40.56 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $63 Shares 383 Est. Cost $163.53 Unrealized -0.8%
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $63 Shares 1,453 Est. Cost $57.12 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $63 Shares 1,225 Est. Cost $73.21 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $62 Shares 234 Est. Cost $284.71 Unrealized -1.9%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $61 Shares 266 Est. Cost $201.82 Unrealized +17.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $61 Shares 719 Est. Cost $211.42 Unrealized -58.2%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $61 Shares 378 Est. Cost $129.34 Unrealized +18.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $60 Shares 848 Est. Cost $87.34 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $59 Shares 118 Est. Cost $446.42 Unrealized +10.9%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $59 Shares 1,241 Est. Cost $72.52 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value ($000) $59 Shares 2,324 Est. Cost $25.76 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $58 Shares 176 Est. Cost $333.26 Unrealized -2.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $57 Shares 788 Est. Cost $100.80 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $57 Shares 123 Est. Cost $363.74 Unrealized +23.9%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $55 Shares 1,449 Est. Cost $49.04 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $55 Shares 1,214 Est. Cost $21.51 Unrealized +7.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $55 Shares 1,585 Est. Cost $50.94 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $54 Shares 1,489 Est. Cost $36.27 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $54 Shares 979 Est. Cost $76.33 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $53 Shares 363 Est. Cost $208.42 Unrealized -31.4%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $51 Shares 493 Est. Cost $112.07 Unrealized -5.8%
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $51 Shares 1,880 Est. Cost $30.85 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $51 Shares 349 Est. Cost $159.76 Unrealized +1.1%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $49 Shares 232 Est. Cost $144.12 Unrealized +46.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $49 Shares 605 Est. Cost $87.61 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $48 Shares 4,422 Est. Cost $9.48 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $48 Shares 178 Est. Cost $537.32 Unrealized -29.6%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $47 Shares 148 Est. Cost $308.08 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $47 Shares 456 Est. Cost $119.59 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $46 Shares 1,206 Est. Cost $47.26 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $44 Shares 550 Est. Cost $86.03 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $44 Shares 1,434 Est. Cost $42.07 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $43 Shares 2,594 Est. Cost $20.43 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $42 Shares 262 Est. Cost $128.14 Unrealized +20.5%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $41 Shares 580 Est. Cost $87.20 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $40 Shares 119 Est. Cost $173.51 Unrealized +96.7%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $40 Shares 326 Est. Cost $112.13 Unrealized +2.2%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $40 Shares 1,368 Est. Cost $39.66 Unrealized -15.1%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $40 Shares 750 Est. Cost $30.32 Unrealized +42.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $39 Shares 493 Est. Cost $68.83 Unrealized +7.9%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $39 Shares 269 Est. Cost $154.26 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $39 Shares 698 Est. Cost $48.02 Unrealized +16.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $38 Shares 1,015 Est. Cost $42.29 Unrealized -15.4%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $38 Shares 491 Est. Cost $77.12 Unrealized 0.0%
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $36 Shares 10,000 Est. Cost $3.41 Unrealized +38.1%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $36 Shares 400 Est. Cost $98.59 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $36 Shares 380 Est. Cost $111.07 Unrealized -0.2%
HD HOME DEPOT INC COM 0.0%
Value ($000) $35 Shares 127 Est. Cost $265.72 Unrealized +1.9%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $35 Shares 1,189 Est. Cost $28.46 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $34 Shares 134 Est. Cost $223.35 Unrealized +7.8%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $34 Shares 1,021 Est. Cost $35.45 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $33 Shares 1,184 Est. Cost $24.49 Unrealized +23.0%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $32 Shares 426 Est. Cost $78.60 Unrealized -0.8%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $32 Shares 188 Est. Cost $201.15 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $32 Shares 80 Est. Cost $415.66 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $31 Shares 915 Est. Cost $33.88 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $29 Shares 319 Est. Cost $110.03 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $29 Shares 744 Est. Cost $30.30 Unrealized +30.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $29 Shares 240 Est. Cost $116.67 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $28 Shares 89 Est. Cost $263.86 Unrealized +25.6%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $27 Shares 310 Est. Cost $86.34 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $27 Shares 335 Est. Cost $48.78 Unrealized +54.5%
WMT WALMART INC COM 0.0%
Value ($000) $27 Shares 212 Est. Cost $43.46 Unrealized -3.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $26 Shares 401 Est. Cost $71.61 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $26 Shares 37 Est. Cost $43.24 Unrealized +7.8%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $25 Shares 199 Est. Cost $166.26 Unrealized
T AT&T INC COM 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $15.56 Unrealized -3.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $24 Shares 616 Est. Cost $36.67 Unrealized -9.8%
BKE BUCKLE INC COM 0.0%
Value ($000) $24 Shares 787 Est. Cost $15.03 Unrealized +48.4%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $23 Shares 847 Est. Cost $43.02 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $23 Shares 528 Est. Cost $56.82 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $23 Shares 232 Est. Cost $153.74 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $22 Shares 271 Est. Cost $66.37 Unrealized +26.3%
EIX EDISON INTL COM 0.0%
Value ($000) $22 Shares 400 Est. Cost $52.37 Unrealized +8.3%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $22 Shares 900 Est. Cost $19.84 Unrealized +7.8%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $22 Shares 140 Est. Cost $207.14 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $21 Shares 184 Est. Cost $111.11 Unrealized +10.0%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $21 Shares 720 Est. Cost $27.39 Unrealized +11.7%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $21 Shares 197 Est. Cost $115.39 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $21 Shares 161 Est. Cost $280.66 Unrealized -42.7%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $36.98 Unrealized +47.9%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $20 Shares 525 Est. Cost $51.34 Unrealized -27.9%
AMGN AMGEN INC COM 0.0%
Value ($000) $19 Shares 85 Est. Cost $199.60 Unrealized +9.2%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $19 Shares 126 Est. Cost $151.63 Unrealized 0.0%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $19 Shares 520 Est. Cost $41.47 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $19 Shares 526 Est. Cost $100.44 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $17 Shares 580 Est. Cost $40.31 Unrealized -13.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $17 Shares 410 Est. Cost $61.33 Unrealized -28.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $17 Shares 61 Est. Cost $330.69 Unrealized -1.7%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $17 Shares 106 Est. Cost $188.68 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $17 Shares 237 Est. Cost $63.59 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $16 Shares 96 Est. Cost $163.40 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $16 Shares 141 Est. Cost $98.86 Unrealized +16.1%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $59.69 Unrealized -54.9%
MRK MERCK & CO INC COM 0.0%
Value ($000) $16 Shares 190 Est. Cost $74.69 Unrealized +7.7%
NKE NIKE INC CL B 0.0%
Value ($000) $16 Shares 196 Est. Cost $125.23 Unrealized -18.9%
GLW CORNING INC COM 0.0%
Value ($000) $15 Shares 551 Est. Cost $30.76 Unrealized -0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $15 Shares 71 Est. Cost $219.91 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $15 Shares 124 Est. Cost $15.96 Unrealized -1.1%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $15 Shares 318 Est. Cost $53.25 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $15 Shares 112 Est. Cost $133.39 Unrealized 0.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $15 Shares 111 Est. Cost $169.69 Unrealized -1.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $15 Shares 34 Est. Cost $46.38 Unrealized +3.7%
TFJL INNOVATOR 20 YEAR TREASURY BOND 5 FLOOR ETF - JULY 0.0%
Value ($000) $15 Shares 750 Est. Cost $22.67 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $15 Shares 189 Est. Cost $84.66 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $14 Shares 231 Est. Cost $60.11 Unrealized -0.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $14 Shares 600 Est. Cost $14.16 Unrealized +87.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 178 Est. Cost $78.65 Unrealized
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $13 Shares 3,262 Est. Cost $5.29 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $13 Shares 414 Est. Cost $29.39 Unrealized +1.7%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $12 Shares 318 Est. Cost $42.59 Unrealized -6.0%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $12 Shares 1,394 Est. Cost $39.47 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $11 Shares 109 Est. Cost $108.05 Unrealized
DOMO DOMO INC COM CL B 0.0%
Value ($000) $11 Shares 666 Est. Cost $56.53 Unrealized -53.6%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 708 Est. Cost $19.77 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $160.05 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $11 Shares 77 Est. Cost $131.53 Unrealized +1.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $11 Shares 56 Est. Cost $198.26 Unrealized -1.0%
MRNA MODERNA INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $362.30 Unrealized -58.1%
CANADIAN PAC RY LTD COM 0.0%
Value ($000) $11 Shares 167 Est. Cost $65.87 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $10 Shares 58 Est. Cost $214.77 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $10 Shares 57 Est. Cost $36.69 Unrealized 0.0%
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.0%
Value ($000) $10 Shares 373 Est. Cost $28.87 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $10 Shares 109 Est. Cost $122.23 Unrealized -14.5%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $10 Shares 66 Est. Cost $210.27 Unrealized -18.1%
AEE AMEREN CORP COM 0.0%
Value ($000) $10 Shares 130 Est. Cost $82.41 Unrealized -0.3%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $10 Shares 210 Est. Cost $47.62 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $110.49 Unrealized +11.6%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 750 Est. Cost $17.56 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $9 Shares 364 Est. Cost $32.76 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $86.30 Unrealized -1.3%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $9 Shares 130 Est. Cost $69.23 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $9 Shares 70 Est. Cost $133.40 Unrealized 0.0%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $9 Shares 115 Est. Cost $77.02 Unrealized 0.0%
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
ORCL ORACLE CORP COM 0.0%
Value ($000) $8 Shares 135 Est. Cost $70.42 Unrealized -0.4%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $8 Shares 83 Est. Cost $96.39 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $8 Shares 32 Est. Cost $279.99 Unrealized -1.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $8 Shares 160 Est. Cost $23.71 Unrealized -6.2%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $8 Shares 90 Est. Cost $115.44 Unrealized -18.4%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $8 Shares 114 Est. Cost $77.43 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $402.75 Unrealized 0.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $8 Shares 189 Est. Cost $42.33 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $8 Shares 116 Est. Cost $72.38 Unrealized +0.1%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $8 Shares 97 Est. Cost $82.47 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $8 Shares 213 Est. Cost $37.56 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $8 Shares 105 Est. Cost $96.22 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $8 Shares 60 Est. Cost $214.23 Unrealized -8.6%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $8 Shares 36 Est. Cost $259.06 Unrealized 0.0%
EQIX EQUINIX INC COM 0.0%
Value ($000) $8 Shares 15 Est. Cost $609.45 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $8 Shares 138 Est. Cost $47.61 Unrealized +21.1%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $287.72 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $7 Shares 88 Est. Cost $50.56 Unrealized -0.5%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $347.71 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $7 Shares 160 Est. Cost $39.03 Unrealized +6.2%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 65 Est. Cost $116.67 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $182.71 Unrealized +44.9%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $7 Shares 115 Est. Cost $59.26 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $7 Shares 27 Est. Cost $259.08 Unrealized -18.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $197.84 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $6 Shares 72 Est. Cost $99.52 Unrealized -3.7%
HAS HASBRO INC COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $72.61 Unrealized -6.4%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $6 Shares 268 Est. Cost $22.39 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $6 Shares 195 Est. Cost $34.43 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $22.25 Unrealized -3.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 36 Est. Cost $205.88 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $228.80 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $6 Shares 80 Est. Cost $75.24 Unrealized 0.0%
AVANGRID INC COM 0.0%
Value ($000) $6 Shares 157 Est. Cost $38.22 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $6 Shares 391 Est. Cost $15.17 Unrealized -1.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $6 Shares 576 Est. Cost $11.18 Unrealized -2.8%
AZO AUTOZONE INC COM 0.0%
Value ($000) $6 Shares 3 Est. Cost $1857.78 Unrealized +17.3%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $6 Shares 43 Est. Cost $129.87 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 226 Est. Cost $27.89 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $422.65 Unrealized 0.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $6 Shares 64 Est. Cost $105.33 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $5 Shares 121 Est. Cost $34.18 Unrealized +18.2%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $127.23 Unrealized -24.2%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $5 Shares 200 Est. Cost $27.89 Unrealized 0.0%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $5 Shares 84 Est. Cost $75.88 Unrealized -8.1%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $5 Shares 151 Est. Cost $39.74 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $5 Shares 19 Est. Cost $347.60 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $5 Shares 373 Est. Cost $14.08 Unrealized +12.9%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $5 Shares 201 Est. Cost $34.83 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $5 Shares 174 Est. Cost $27.77 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $5 Shares 88 Est. Cost $63.77 Unrealized -32.2%
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 -38.7%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $371.92 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $138.54 Unrealized +2.5%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $4 Shares 58 Est. Cost $70.92 Unrealized -4.8%
CROX CROCS INC COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $57.09 Unrealized +21.6%
RY ROYAL BK CDA COM 0.0%
Value ($000) $4 Shares 48 Est. Cost $77.38 Unrealized +23.9%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 23 Est. Cost $255.81 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $86.27 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.94 Unrealized +0.0%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $4 Shares 170 Est. Cost $24.82 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $4 Shares 76 Est. Cost $58.91 Unrealized -5.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $115.64 Unrealized 0.0%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $54.17 Unrealized 0.0%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $4 Shares 138 Est. Cost $28.99 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $4 Shares 32 Est. Cost $148.46 Unrealized -0.5%
AMCOR PLC ORD 0.0%
Value ($000) $4 Shares 426 Est. Cost $9.32 Unrealized +13.9%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $4 Shares 88 Est. Cost $107.95 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $4 Shares 45 Est. Cost $87.25 Unrealized +7.8%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $240.18 Unrealized -5.7%
THE NECESSITY RETAIL REIT INC COM CLASS A 0.0%
Value ($000) $3 Shares 600 Est. Cost $7.22 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $3 Shares 258 Est. Cost $12.04 Unrealized -5.2%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $40.67 Unrealized +122.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $77.81 Unrealized -0.2%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 129 Est. Cost $31.69 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $440.45 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $3 Shares 155 Est. Cost $52.76 Unrealized -38.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $233.33 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $22.50 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $229.23 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $1478.25 Unrealized -41.9%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $38.63 Unrealized +7.4%
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $3 Shares 461 Est. Cost $38.94 Unrealized -81.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $237.04 Unrealized -1.1%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $86.78 Unrealized +0.4%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $3 Shares 49 Est. Cost $91.30 Unrealized -13.9%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $3 Shares 96 Est. Cost $31.25 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $53.87 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $69.24 Unrealized -20.1%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $3 Shares 60 Est. Cost $68.03 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $80.32 Unrealized -12.3%
PRESIDIO PPTY TR INC COM CL A 0.0%
Value ($000) $2 Shares 1,947 Est. Cost $1.03 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $154.83 Unrealized -5.6%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $34.72 Unrealized
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 124 Est. Cost $24.02 Unrealized 0.0%
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 227 Est. Cost $18.55 Unrealized -26.7%
DIVERSEY HLDGS LTD ORD SHS 0.0%
Value ($000) $2 Shares 442 Est. Cost $4.52 Unrealized
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $103.45 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 605 Est. Cost $11.48 Unrealized -44.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $2 Shares 39 Est. Cost $57.24 Unrealized -1.1%
DHI D R HORTON INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $74.56 Unrealized -4.6%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
INNOVATOR DOUBLE STACKER ETF - OCTOBER 0.0%
Value ($000) $2 Shares 108 Est. Cost $27.78 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $2 Shares 57 Est. Cost $48.73 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $39.15 Unrealized -10.5%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $2 Shares 81 Est. Cost $31.47 Unrealized 0.0%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $43.71 Unrealized 0.0%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $2 Shares 68 Est. Cost $42.71 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $2 Shares 11 Est. Cost $229.46 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $60.02 Unrealized +26.2%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $139.82 Unrealized 0.0%
CATALENT INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $2 Shares 133 Est. Cost $27.68 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $58.25 Unrealized +0.1%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $2 Shares 91 Est. Cost $39.74 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 300 Est. Cost $20.23 Unrealized -52.1%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $322.01 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $141.39 Unrealized +47.1%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $190.74 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $348.56 Unrealized +30.6%
PPL PPL CORP COM 0.0%
Value ($000) $2 Shares 103 Est. Cost $24.59 Unrealized +3.6%
LAB STANDARD BIOTOOLS INC COM 0.0%
Value ($000) $2 Shares 2,016 Est. Cost $6.57 Unrealized -77.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $84.70 Unrealized 0.0%
WAT WATERS CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $319.20 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $253.95 Unrealized +33.3%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $498.57 Unrealized 0.0%
ICLR ICON PLC SHS 0.0%
Value ($000) $2 Shares 14 Est. Cost $217.64 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $96.77 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $282.31 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $184.39 Unrealized +11.3%
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $544.85 Unrealized -3.2%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $2 Shares 21 Est. Cost $121.23 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $110.00 Unrealized -23.6%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $31.03 Unrealized +13.5%
SLGN SILGAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $39.03 Unrealized +12.7%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $2 Shares 93 Est. Cost $43.01 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $134.17 Unrealized +28.2%
PIONEER NAT RES CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $1 Shares 18 Est. Cost $111.79 Unrealized -21.6%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.26 Unrealized +8.5%
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 +29.7%
REMX VANECK RARE EARTH/STRATEGIC METALS ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $90.91 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $142.86 Unrealized
PREMIER INC CL A 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.22 Unrealized
TWITTER INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $63.87 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.18 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 89 Est. Cost $14.32 Unrealized
RH RH COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $688.27 Unrealized -60.8%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $61.54 Unrealized 0.0%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $1 Shares 162 Est. Cost $12.35 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $160.86 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $70.93 Unrealized -14.5%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $43.49 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $1 Shares 46 Est. Cost $65.22 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.16 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.32 Unrealized +12.5%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 123 Est. Cost $11.65 Unrealized -0.6%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $191.55 Unrealized -16.9%
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $80.00 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $29.84 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $76.92 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $86.03 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $1 Shares 83 Est. Cost $17.06 Unrealized +28.6%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $87.87 Unrealized +52.3%
XUSP INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $86.76 Unrealized +0.2%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 226 Est. Cost $11.82 Unrealized -28.7%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $57.08 Unrealized -1.8%
POWW AMMO INC COM 0.0%
Value ($000) $1 Shares 600 Est. Cost $4.68 Unrealized -8.7%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.01 Unrealized +50.8%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $152.53 Unrealized -11.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $199.61 Unrealized +16.2%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $1 Shares 58 Est. Cost $21.49 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $107.44 Unrealized +45.7%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $210.87 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.71 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.31 Unrealized -8.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $233.92 Unrealized -69.7%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $11.55 Unrealized -12.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $174.98 Unrealized -29.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $100.28 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.42 Unrealized +30.5%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $44.01 Unrealized -25.7%
TER TERADYNE INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $123.17 Unrealized -27.1%
MOGO INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $66.79 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $22.80 Unrealized -49.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 36 Est. Cost $14.29 Unrealized
CORE SCIENTIFIC INC COMMON STOCK 0.0%
Value ($000) $0 Shares 393 Est. Cost $7.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $554.13 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $64.86 Unrealized 0.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $64.74 Unrealized 0.0%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $0 Shares 46 Est. Cost $22.73 Unrealized
REDFIN CORP COM 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
SQFTW PRESIDIO PPTY TR INC WT EXP 012427 0.0%
Value ($000) $0 Shares 1,947 Est. Cost Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $106.80 Unrealized -28.7%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $107.46 Unrealized 0.0%
BBY BEST BUY INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $90.56 Unrealized -30.7%
ANYWHERE REAL ESTATE INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $62.69 Unrealized 0.0%
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $0 Shares 92 Est. Cost $76.09 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $484.47 Unrealized -34.4%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $99.36 Unrealized 0.0%
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 +18.8%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.60 Unrealized 0.0%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 180 Est. Cost Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $117.61 Unrealized +3.5%
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.69 Unrealized +22.3%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $9.50 Unrealized +60.7%
CME CME GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $181.95 Unrealized -6.3%
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 6 Est. Cost $69.95 Unrealized -1.4%
CONTINENTAL RES INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $0 Shares 6 Est. Cost $64.07 Unrealized 0.0%
SLM SLM CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.52 Unrealized +47.4%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $85.70 Unrealized +12.0%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.08 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $43.72 Unrealized -22.2%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
BA BOEING CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $211.06 Unrealized -27.3%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.47 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $161.81 Unrealized -5.9%
L LOEWS CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $62.12 Unrealized -10.7%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.09 Unrealized -16.7%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $72.23 Unrealized -21.2%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $57.09 Unrealized -35.4%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.40 Unrealized +8.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $214.55 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $34.08 Unrealized 0.0%
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 +30.7%
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 -4.8%
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 -71.6%
HBM HUDBAY MINERALS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $7.76 Unrealized -48.4%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 26 Est. Cost $21.93 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.38 Unrealized -48.5%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $125.07 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized +32.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $196.27 Unrealized -7.4%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $48.82 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $66.07 Unrealized -8.1%