Bellwether Advisors, LLC Diversified Active

CIK: 0001819815 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 13, 2023

Total Value ($000): $344,447 (100.0% shares, 0.0% debt)

Holdings (435)

XLV HEALTH CARE SELECT SECTOR SPDR FUND 14.2%
Value ($000) $49,042 Shares 361,003 Est. Cost $135.31 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 9.8%
Value ($000) $33,712 Shares 452,209 Est. Cost $74.31 Unrealized
IVV ISHARES CORE S&P 500 ETF 7.1%
Value ($000) $24,557 Shares 63,914 Est. Cost $375.65 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 6.8%
Value ($000) $23,491 Shares 239,189 Est. Cost $98.21 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 6.6%
Value ($000) $22,698 Shares 321,953 Est. Cost $67.79 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 2.3%
Value ($000) $8,050 Shares 111,648 Est. Cost $67.88 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 1.8%
Value ($000) $6,110 Shares 217,650 Est. Cost $28.04 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 1.6%
Value ($000) $5,603 Shares 10,175 Est. Cost $524.96 Unrealized -0.0%
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 1.5%
Value ($000) $5,289 Shares 167,838 Est. Cost $30.94 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.4%
Value ($000) $4,668 Shares 49,324 Est. Cost $92.58 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 1.3%
Value ($000) $4,637 Shares 19,168 Est. Cost $229.81 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 1.3%
Value ($000) $4,347 Shares 148,592 Est. Cost $28.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $3,960 Shares 12,820 Est. Cost $240.14 Unrealized +23.7%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 1.1%
Value ($000) $3,880 Shares 70,143 Est. Cost $45.59 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 1.1%
Value ($000) $3,637 Shares 97,338 Est. Cost $37.36 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 1.0%
Value ($000) $3,575 Shares 43,130 Est. Cost $74.84 Unrealized -0.0%
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 1.0%
Value ($000) $3,458 Shares 114,553 Est. Cost $29.63 Unrealized
ABBV ABBVIE INC COM 1.0%
Value ($000) $3,402 Shares 21,053 Est. Cost $78.94 Unrealized +73.8%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.9%
Value ($000) $3,190 Shares 107,297 Est. Cost $30.49 Unrealized
ILMN ILLUMINA INC COM 0.9%
Value ($000) $3,175 Shares 15,700 Est. Cost $207.21 Unrealized +0.0%
IXN ISHARES GLOBAL TECH ETF 0.9%
Value ($000) $3,154 Shares 70,358 Est. Cost $97.44 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.9%
Value ($000) $3,047 Shares 107,273 Est. Cost $27.20 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.9%
Value ($000) $2,966 Shares 20,325 Est. Cost $161.29 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.8%
Value ($000) $2,796 Shares 92,599 Est. Cost $29.39 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.8%
Value ($000) $2,776 Shares 47,958 Est. Cost $67.18 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.8%
Value ($000) $2,643 Shares 27,251 Est. Cost $118.19 Unrealized
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.7%
Value ($000) $2,382 Shares 77,052 Est. Cost $30.15 Unrealized
KDP KEURIG DR PEPPER INC COM 0.7%
Value ($000) $2,337 Shares 65,528 Est. Cost $34.28 Unrealized -0.0%
TSN TYSON FOODS INC CL A 0.7%
Value ($000) $2,331 Shares 37,453 Est. Cost $58.34 Unrealized -0.0%
ABT ABBOTT LABS COM 0.7%
Value ($000) $2,307 Shares 21,017 Est. Cost $99.26 Unrealized -1.7%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.7%
Value ($000) $2,299 Shares 46,821 Est. Cost $61.96 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.7%
Value ($000) $2,253 Shares 75,386 Est. Cost $29.33 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.6%
Value ($000) $2,224 Shares 78,443 Est. Cost $28.74 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.6%
Value ($000) $2,222 Shares 47,856 Est. Cost $51.64 Unrealized
URI UNITED RENTALS INC COM 0.6%
Value ($000) $2,222 Shares 6,251 Est. Cost $204.61 Unrealized +55.5%
BDX BECTON DICKINSON & CO COM 0.6%
Value ($000) $2,074 Shares 8,155 Est. Cost $223.24 Unrealized -0.0%
MCK MCKESSON CORP COM 0.6%
Value ($000) $2,016 Shares 5,375 Est. Cost $362.92 Unrealized +1.2%
TDG TRANSDIGM GROUP INC COM 0.5%
Value ($000) $1,891 Shares 3,004 Est. Cost $503.62 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.5%
Value ($000) $1,851 Shares 6,976 Est. Cost $243.58 Unrealized +0.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $1,845 Shares 25,645 Est. Cost $50.03 Unrealized +30.4%
CI CIGNA CORP NEW COM 0.5%
Value ($000) $1,806 Shares 5,450 Est. Cost $298.31 Unrealized +0.2%
BSX BOSTON SCIENTIFIC CORP COM 0.5%
Value ($000) $1,803 Shares 38,961 Est. Cost $43.30 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.5%
Value ($000) $1,798 Shares 10,850 Est. Cost $153.47 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.5%
Value ($000) $1,774 Shares 13,512 Est. Cost $151.47 Unrealized
CMI CUMMINS INC COM 0.5%
Value ($000) $1,748 Shares 7,215 Est. Cost $220.60 Unrealized +0.1%
AEE AMEREN CORP COM 0.5%
Value ($000) $1,740 Shares 19,564 Est. Cost $76.19 Unrealized -0.1%
DHR DANAHER CORPORATION COM 0.5%
Value ($000) $1,726 Shares 6,502 Est. Cost $228.03 Unrealized +0.0%
CMS CMS ENERGY CORP COM 0.5%
Value ($000) $1,706 Shares 26,940 Est. Cost $53.55 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.5%
Value ($000) $1,702 Shares 56,754 Est. Cost $26.78 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.5%
Value ($000) $1,692 Shares 4,147 Est. Cost $388.17 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.5%
Value ($000) $1,690 Shares 15,024 Est. Cost $50.74 Unrealized -3.7%
CAH CARDINAL HEALTH INC COM 0.5%
Value ($000) $1,662 Shares 21,615 Est. Cost $71.49 Unrealized +0.1%
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.5%
Value ($000) $1,599 Shares 50,099 Est. Cost $29.67 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.5%
Value ($000) $1,577 Shares 51,348 Est. Cost $31.07 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.4%
Value ($000) $1,502 Shares 23,619 Est. Cost $73.38 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.4%
Value ($000) $1,331 Shares 44,462 Est. Cost $30.67 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.4%
Value ($000) $1,297 Shares 39,259 Est. Cost $34.30 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.4%
Value ($000) $1,271 Shares 42,254 Est. Cost $28.32 Unrealized
KHC KRAFT HEINZ CO COM 0.4%
Value ($000) $1,253 Shares 30,771 Est. Cost $32.51 Unrealized +0.0%
HSY HERSHEY CO COM 0.3%
Value ($000) $1,193 Shares 5,151 Est. Cost $212.06 Unrealized +0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $1,081 Shares 18,474 Est. Cost $65.03 Unrealized
CPRT COPART INC COM 0.3%
Value ($000) $957 Shares 15,715 Est. Cost $29.94 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $916 Shares 2,635 Est. Cost $323.57 Unrealized -0.1%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $901 Shares 12,657 Est. Cost $87.32 Unrealized -8.6%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $897 Shares 10,734 Est. Cost $73.97 Unrealized -0.2%
AES AES CORP COM 0.3%
Value ($000) $881 Shares 30,632 Est. Cost $23.57 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $878 Shares 16,120 Est. Cost $53.54 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.3%
Value ($000) $874 Shares 16,465 Est. Cost $61.08 Unrealized
ETN EATON CORP PLC SHS 0.3%
Value ($000) $862 Shares 5,494 Est. Cost $146.77 Unrealized +0.1%
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $853 Shares 3,555 Est. Cost $248.52 Unrealized -5.8%
ES EVERSOURCE ENERGY COM 0.2%
Value ($000) $849 Shares 10,125 Est. Cost $68.99 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $841 Shares 13,135 Est. Cost $57.70 Unrealized 0.0%
SO SOUTHERN CO COM 0.2%
Value ($000) $840 Shares 11,764 Est. Cost $66.93 Unrealized -10.9%
CEG CONSTELLATION ENERGY CORP COM 0.2%
Value ($000) $835 Shares 9,686 Est. Cost $58.42 Unrealized +50.1%
MMM 3M CO COM 0.2%
Value ($000) $824 Shares 6,871 Est. Cost $90.96 Unrealized -0.3%
LAM RESEARCH CORP COM 0.2%
Value ($000) $823 Shares 1,958 Est. Cost $420.30 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $823 Shares 9,821 Est. Cost $48.51 Unrealized -0.3%
PCAR PACCAR INC COM 0.2%
Value ($000) $817 Shares 8,252 Est. Cost $56.96 Unrealized +0.1%
FDX FEDEX CORP COM 0.2%
Value ($000) $816 Shares 4,709 Est. Cost $155.77 Unrealized -0.5%
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $809 Shares 16,071 Est. Cost $50.66 Unrealized
SRE SEMPRA COM 0.2%
Value ($000) $804 Shares 5,205 Est. Cost $69.81 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $784 Shares 23,297 Est. Cost $33.71 Unrealized -0.5%
AVANGRID INC COM 0.2%
Value ($000) $781 Shares 18,162 Est. Cost $42.94 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.2%
Value ($000) $773 Shares 24,926 Est. Cost $31.36 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $727 Shares 16,173 Est. Cost $54.47 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.2%
Value ($000) $703 Shares 23,173 Est. Cost $29.57 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $607 Shares 2,449 Est. Cost $252.96 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.2%
Value ($000) $607 Shares 18,831 Est. Cost $33.57 Unrealized
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $580 Shares 33,164 Est. Cost $11.09 Unrealized +3.4%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.2%
Value ($000) $578 Shares 6,084 Est. Cost $96.83 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.2%
Value ($000) $540 Shares 19,231 Est. Cost $28.93 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $526 Shares 1,375 Est. Cost $381.97 Unrealized
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.1%
Value ($000) $506 Shares 15,736 Est. Cost $31.05 Unrealized
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $505 Shares 11,076 Est. Cost $41.95 Unrealized -0.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $482 Shares 21,205 Est. Cost $27.24 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $469 Shares 7,142 Est. Cost $69.38 Unrealized
WERN WERNER ENTERPRISES INC COM 0.1%
Value ($000) $459 Shares 11,401 Est. Cost $40.69 Unrealized +0.2%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $427 Shares 1,800 Est. Cost $251.75 Unrealized -10.7%
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $412 Shares 4,853 Est. Cost $90.63 Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.1%
Value ($000) $380 Shares 9,740 Est. Cost $39.82 Unrealized
AAPL APPLE INC COM 0.1%
Value ($000) $371 Shares 2,858 Est. Cost $131.89 Unrealized +6.7%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $367 Shares 9,481 Est. Cost $28.88 Unrealized +7.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $328 Shares 5,324 Est. Cost $71.33 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $327 Shares 930 Est. Cost $375.09 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value ($000) $301 Shares 10,118 Est. Cost $30.44 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $298 Shares 6,025 Est. Cost $61.75 Unrealized
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $287 Shares 1,649 Est. Cost $175.57 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $275 Shares 5,836 Est. Cost $48.60 Unrealized
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $265 Shares 2,970 Est. Cost $72.63 Unrealized +10.7%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $257 Shares 3,031 Est. Cost $86.13 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $257 Shares 6,584 Est. Cost $48.63 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $253 Shares 2,404 Est. Cost $138.08 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $247 Shares 1,192 Est. Cost $179.31 Unrealized +6.1%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $242 Shares 2,881 Est. Cost $127.46 Unrealized -22.5%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $236 Shares 4,781 Est. Cost $50.11 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $229 Shares 3,380 Est. Cost $50.17 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $221 Shares 1,156 Est. Cost $191.57 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $206 Shares 1,359 Est. Cost $126.02 Unrealized +3.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.1%
Value ($000) $205 Shares 6,446 Est. Cost $33.35 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $197 Shares 1,822 Est. Cost $125.07 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $197 Shares 7,837 Est. Cost $30.58 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $194 Shares 1,641 Est. Cost $30.72 Unrealized +256.1%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $192 Shares 2,309 Est. Cost $76.07 Unrealized -2.4%
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $180 Shares 5,888 Est. Cost $31.42 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $176 Shares 2,000 Est. Cost $108.91 Unrealized -13.4%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $169 Shares 2,831 Est. Cost $64.01 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $167 Shares 4,065 Est. Cost $40.96 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $166 Shares 835 Est. Cost $205.17 Unrealized -8.3%
V VISA INC COM CL A 0.0%
Value ($000) $166 Shares 799 Est. Cost $207.63 Unrealized -5.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $163 Shares 336 Est. Cost $318.96 Unrealized +33.7%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $163 Shares 4,865 Est. Cost $31.45 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $157 Shares 1,804 Est. Cost $88.16 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $154 Shares 3,301 Est. Cost $62.03 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.0%
Value ($000) $152 Shares 2,950 Est. Cost $51.51 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $152 Shares 858 Est. Cost $144.85 Unrealized +8.4%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $148 Shares 850 Est. Cost $137.62 Unrealized +7.6%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $147 Shares 4,639 Est. Cost $31.52 Unrealized
ONEV SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF 0.0%
Value ($000) $142 Shares 1,380 Est. Cost $91.30 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $141 Shares 1,662 Est. Cost $111.28 Unrealized
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $141 Shares 4,694 Est. Cost $30.77 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $137 Shares 1,432 Est. Cost $119.71 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $132 Shares 538 Est. Cost $216.65 Unrealized +1.4%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $127 Shares 875 Est. Cost $128.37 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $124 Shares 3,283 Est. Cost $44.20 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $124 Shares 647 Est. Cost $214.54 Unrealized
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $124 Shares 123,665 Est. Cost $1.00 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $120 Shares 814 Est. Cost $145.07 Unrealized -1.9%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $115 Shares 1,360 Est. Cost $92.48 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $111 Shares 1,746 Est. Cost $52.16 Unrealized +5.3%
STE STERIS PLC SHS USD 0.0%
Value ($000) $108 Shares 585 Est. Cost $170.93 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $106 Shares 1,139 Est. Cost $90.59 Unrealized -5.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $105 Shares 1,045 Est. Cost $86.59 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $105 Shares 955 Est. Cost $50.60 Unrealized +90.3%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $105 Shares 1,401 Est. Cost $78.51 Unrealized -1.8%
BLACKROCK INC COM 0.0%
Value ($000) $103 Shares 146 Est. Cost $699.49 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $103 Shares 185 Est. Cost $373.88 Unrealized +46.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $97 Shares 977 Est. Cost $86.60 Unrealized +1.1%
PODD INSULET CORP COM 0.0%
Value ($000) $95 Shares 323 Est. Cost $275.80 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $94 Shares 922 Est. Cost $48.43 Unrealized 0.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $93 Shares 1,018 Est. Cost $89.12 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $86 Shares 1,981 Est. Cost $37.06 Unrealized -0.9%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $83 Shares 336 Est. Cost $211.01 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $81 Shares 380 Est. Cost $163.53 Unrealized +9.3%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $79 Shares 2,515 Est. Cost $40.56 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $77 Shares 421 Est. Cost $182.64 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $75 Shares 176 Est. Cost $333.26 Unrealized +16.6%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $74 Shares 1,026 Est. Cost $41.44 Unrealized +7.4%
CTVA CORTEVA INC COM 0.0%
Value ($000) $73 Shares 1,236 Est. Cost $52.53 Unrealized +16.4%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $71 Shares 1,225 Est. Cost $73.21 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $71 Shares 155 Est. Cost $489.39 Unrealized -4.2%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $70 Shares 499 Est. Cost $127.85 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $70 Shares 454 Est. Cost $153.36 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $67 Shares 425 Est. Cost $155.86 Unrealized
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $65 Shares 1,453 Est. Cost $57.12 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $64 Shares 979 Est. Cost $76.33 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $61 Shares 340 Est. Cost $135.65 Unrealized +18.6%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $61 Shares 2,045 Est. Cost $33.89 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $59 Shares 707 Est. Cost $100.80 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $58 Shares 804 Est. Cost $87.34 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $58 Shares 232 Est. Cost $144.12 Unrealized +58.8%
FAST FASTENAL CO COM 0.0%
Value ($000) $57 Shares 1,214 Est. Cost $21.51 Unrealized +5.3%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $57 Shares 1,244 Est. Cost $49.04 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $57 Shares 216 Est. Cost $201.82 Unrealized +21.5%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $57 Shares 168 Est. Cost $537.32 Unrealized -40.5%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $55 Shares 651 Est. Cost $85.76 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $55 Shares 1,880 Est. Cost $30.85 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $53 Shares 1,206 Est. Cost $47.26 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value ($000) $51 Shares 1,936 Est. Cost $25.76 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $51 Shares 1,258 Est. Cost $45.43 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $50 Shares 338 Est. Cost $208.42 Unrealized -32.4%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $50 Shares 1,005 Est. Cost $55.13 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $50 Shares 436 Est. Cost $119.59 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $48 Shares 511 Est. Cost $82.72 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $48 Shares 314 Est. Cost $134.83 Unrealized 0.0%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $46 Shares 896 Est. Cost $33.62 Unrealized +50.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $46 Shares 493 Est. Cost $68.83 Unrealized +21.5%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 612 Est. Cost $86.49 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $45 Shares 400 Est. Cost $98.59 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $44 Shares 326 Est. Cost $112.13 Unrealized +8.3%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $44 Shares 2,594 Est. Cost $20.43 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $43 Shares 1,427 Est. Cost $30.14 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $43 Shares 524 Est. Cost $85.83 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $43 Shares 78 Est. Cost $363.74 Unrealized +36.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $40 Shares 275 Est. Cost $159.76 Unrealized -10.4%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $38 Shares 576 Est. Cost $65.61 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $37 Shares 915 Est. Cost $33.88 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $37 Shares 1,184 Est. Cost $24.49 Unrealized +12.6%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $36 Shares 1,041 Est. Cost $39.66 Unrealized -24.2%
BKE BUCKLE INC COM 0.0%
Value ($000) $36 Shares 787 Est. Cost $15.03 Unrealized +92.9%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $35 Shares 3,890 Est. Cost $7.60 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $34 Shares 65 Est. Cost $446.42 Unrealized +12.1%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $34 Shares 1,270 Est. Cost $30.46 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $34 Shares 329 Est. Cost $48.78 Unrealized +87.3%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $34 Shares 380 Est. Cost $111.07 Unrealized -14.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $33 Shares 845 Est. Cost $42.29 Unrealized -27.3%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $32 Shares 188 Est. Cost $201.15 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $32 Shares 310 Est. Cost $86.34 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $30 Shares 401 Est. Cost $71.61 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $30 Shares 89 Est. Cost $263.86 Unrealized +26.9%
MBB ISHARES MBS ETF 0.0%
Value ($000) $30 Shares 319 Est. Cost $110.03 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $30 Shares 800 Est. Cost $35.45 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $29 Shares 875 Est. Cost $42.07 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $28 Shares 253 Est. Cost $79.20 Unrealized +17.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $28 Shares 275 Est. Cost $66.68 Unrealized +31.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $27 Shares 62 Est. Cost $415.66 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $27 Shares 75 Est. Cost $308.08 Unrealized +12.2%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $27 Shares 450 Est. Cost $60.59 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $26 Shares 199 Est. Cost $166.26 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $26 Shares 185 Est. Cost $116.67 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $25 Shares 847 Est. Cost $43.02 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $52.37 Unrealized +1.6%
AMGN AMGEN INC COM 0.0%
Value ($000) $25 Shares 96 Est. Cost $204.54 Unrealized +18.7%
DOV DOVER CORP COM 0.0%
Value ($000) $25 Shares 184 Est. Cost $111.11 Unrealized +15.0%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $24 Shares 140 Est. Cost $207.14 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $24 Shares 720 Est. Cost $27.39 Unrealized +15.8%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $24 Shares 600 Est. Cost $14.16 Unrealized +132.9%
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $3.41 Unrealized -9.2%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $23 Shares 900 Est. Cost $19.84 Unrealized +10.9%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $21 Shares 549 Est. Cost $41.29 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $36.98 Unrealized +35.3%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $20 Shares 525 Est. Cost $51.34 Unrealized -24.6%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $20 Shares 145 Est. Cost $112.07 Unrealized +5.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $19 Shares 34 Est. Cost $46.38 Unrealized +2.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $19 Shares 410 Est. Cost $61.33 Unrealized -33.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $18 Shares 106 Est. Cost $188.68 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $362.30 Unrealized -54.9%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $18 Shares 242 Est. Cost $78.60 Unrealized -4.3%
T AT&T INC COM 0.0%
Value ($000) $17 Shares 949 Est. Cost $15.56 Unrealized -2.9%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 350 Est. Cost $72.52 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $17 Shares 380 Est. Cost $36.67 Unrealized -4.5%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $17 Shares 189 Est. Cost $84.66 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $17 Shares 168 Est. Cost $153.74 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $16 Shares 139 Est. Cost $125.23 Unrealized -23.9%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $16 Shares 66 Est. Cost $210.27 Unrealized -1.8%
TFJL INNOVATOR 20 YEAR TREASURY BOND 5 FLOOR ETF - JULY 0.0%
Value ($000) $15 Shares 750 Est. Cost $22.67 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $15 Shares 120 Est. Cost $284.71 Unrealized -33.5%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $14 Shares 80 Est. Cost $132.34 Unrealized +15.8%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $14 Shares 3,262 Est. Cost $5.29 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $13 Shares 111 Est. Cost $280.66 Unrealized -58.5%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 75 Est. Cost $160.05 Unrealized +6.5%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $110.49 Unrealized +22.4%
HD HOME DEPOT INC COM 0.0%
Value ($000) $12 Shares 37 Est. Cost $265.72 Unrealized +5.8%
ORCL ORACLE CORP COM 0.0%
Value ($000) $11 Shares 135 Est. Cost $70.42 Unrealized +3.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $11 Shares 160 Est. Cost $23.71 Unrealized +5.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $11 Shares 209 Est. Cost $53.25 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $11 Shares 800 Est. Cost $59.69 Unrealized -67.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $10 Shares 335 Est. Cost $100.44 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 299 Est. Cost $36.43 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $10 Shares 35 Est. Cost $259.06 Unrealized +6.3%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $10 Shares 130 Est. Cost $69.23 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $10 Shares 1,394 Est. Cost $39.47 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $86.30 Unrealized -23.5%
DOMO DOMO INC COM CL B 0.0%
Value ($000) $9 Shares 666 Est. Cost $56.53 Unrealized -72.6%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $402.75 Unrealized +7.1%
MSCI MSCI INC COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $445.52 Unrealized +0.8%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $9 Shares 77 Est. Cost $115.39 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 119 Est. Cost $91.94 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $98.86 Unrealized +2.6%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $9 Shares 65 Est. Cost $116.67 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $8 Shares 240 Est. Cost $29.38 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $8 Shares 160 Est. Cost $39.03 Unrealized +3.8%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $8 Shares 96 Est. Cost $78.25 Unrealized 0.0%
CROX CROCS INC COM 0.0%
Value ($000) $8 Shares 71 Est. Cost $57.09 Unrealized +54.9%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 750 Est. Cost $17.56 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $22.25 Unrealized -9.6%
BIIB BIOGEN INC COM 0.0%
Value ($000) $7 Shares 27 Est. Cost $259.08 Unrealized +9.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $7 Shares 3 Est. Cost $1857.78 Unrealized +30.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $7 Shares 62 Est. Cost $102.31 Unrealized +4.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $287.72 Unrealized +5.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $7 Shares 53 Est. Cost $56.60 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $7 Shares 172 Est. Cost $30.30 Unrealized +34.8%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $7 Shares 23 Est. Cost $245.21 Unrealized +5.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 200 Est. Cost $20.00 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $7 Shares 43 Est. Cost $129.87 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $7 Shares 47 Est. Cost $43.46 Unrealized +5.1%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 226 Est. Cost $27.89 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $6 Shares 136 Est. Cost $42.59 Unrealized -2.6%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 36 Est. Cost $205.88 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $6 Shares 25 Est. Cost $241.04 Unrealized 0.0%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $6 Shares 151 Est. Cost $39.74 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $274.70 Unrealized -3.0%
PFE PFIZER INC COM 0.0%
Value ($000) $6 Shares 121 Est. Cost $34.18 Unrealized +17.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $199.66 Unrealized +0.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $115.64 Unrealized +6.4%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $80.45 Unrealized -0.2%
HAS HASBRO INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $72.61 Unrealized -25.3%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $5 Shares 84 Est. Cost $75.88 Unrealized -7.1%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.94 Unrealized +0.4%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.53 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $77.81 Unrealized +8.6%
FDUS FIDUS INVT CORP COM 0.0%
Value ($000) $5 Shares 262 Est. Cost $12.79 Unrealized 0.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $5 Shares 88 Est. Cost $107.95 Unrealized
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value ($000) $5 Shares 258 Est. Cost $18.79 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $5 Shares 170 Est. Cost $24.82 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $5 Shares 32 Est. Cost $148.46 Unrealized +0.5%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $122.23 Unrealized -23.5%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $5 Shares 23 Est. Cost $255.81 Unrealized
RY ROYAL BK CDA SUSTAINABL COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $77.38 Unrealized +22.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $22.50 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $4 Shares 373 Est. Cost $14.08 Unrealized -1.2%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $4 Shares 258 Est. Cost $12.04 Unrealized +3.8%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $4 Shares 88 Est. Cost $118.20 Unrealized -55.1%
THE NECESSITY RETAIL REIT INC COM CLASS A 0.0%
Value ($000) $4 Shares 600 Est. Cost $7.22 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 129 Est. Cost $31.69 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.02 Unrealized +23.2%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $233.33 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $74.56 Unrealized +4.2%
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.72 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $40.67 Unrealized +132.4%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $253.95 Unrealized +23.3%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $96.39 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 605 Est. Cost $11.48 Unrealized -56.8%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 93 Est. Cost $43.01 Unrealized
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 24 Est. Cost $108.05 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.24 Unrealized -28.3%
SLGN SILGAN HLDGS INC COM 0.0%
Value ($000) $3 Shares 49 Est. Cost $39.03 Unrealized +25.5%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $1478.25 Unrealized -39.8%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $141.39 Unrealized +55.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $3 Shares 226 Est. Cost $11.82 Unrealized -23.4%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 300 Est. Cost $20.23 Unrealized -57.4%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $134.17 Unrealized +19.1%
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $544.85 Unrealized -15.8%
LAB STANDARD BIOTOOLS INC COM 0.0%
Value ($000) $2 Shares 2,016 Est. Cost $6.57 Unrealized -81.3%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $31.03 Unrealized +18.5%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $97.07 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 227 Est. Cost $18.55 Unrealized -39.1%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $65.22 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $95.44 Unrealized +34.4%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $348.56 Unrealized +39.0%
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 123 Est. Cost $11.65 Unrealized +28.3%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $2 Shares 36 Est. Cost $35.96 Unrealized +38.8%
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
INNOVATOR DOUBLE STACKER ETF - OCTOBER 0.0%
Value ($000) $2 Shares 72 Est. Cost $27.78 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $21.49 Unrealized
PRESIDIO PPTY TR INC COM CL A 0.0%
Value ($000) $2 Shares 1,947 Est. Cost $1.03 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.06 Unrealized +28.9%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $2 Shares 162 Est. Cost $12.35 Unrealized
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $2 Shares 461 Est. Cost $38.94 Unrealized -86.8%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $70.93 Unrealized -9.9%
XUSP INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.26 Unrealized +7.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 59 Est. Cost $18.35 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.01 Unrealized +63.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $58.91 Unrealized +20.2%
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.32 Unrealized +18.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $199.61 Unrealized +16.8%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $211.06 Unrealized -22.5%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $191.55 Unrealized -25.8%
BBY BEST BUY INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.56 Unrealized -30.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $107.44 Unrealized +42.6%
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $30.76 Unrealized -3.4%
STT STATE STR CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.07 Unrealized +0.0%
POWW AMMO INC COM 0.0%
Value ($000) $1 Shares 600 Est. Cost $4.68 Unrealized -46.1%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $85.70 Unrealized +15.6%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 89 Est. Cost $14.32 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $9.50 Unrealized +66.5%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $1 Shares 47 Est. Cost $22.64 Unrealized
SLM SLM CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.52 Unrealized +55.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $149.53 Unrealized +4.3%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $60.11 Unrealized +17.6%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $11.18 Unrealized -10.0%
INTC INTEL CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $52.76 Unrealized -49.5%
LINDE PLC SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $326.00 Unrealized
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $1 Shares 9 Est. Cost Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.29 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $1 Shares 6 Est. Cost $90.67 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $178.00 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $1 Shares 2 Est. Cost $264.08 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $219.91 Unrealized +8.2%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $29.11 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $151.63 Unrealized +0.2%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $57.09 Unrealized -29.7%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.40 Unrealized -3.4%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $72.23 Unrealized -29.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 5 Est. Cost $145.77 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.46 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $246.15 Unrealized -78.6%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.08 Unrealized 0.0%
CXT CRANE HLDGS CO COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.61 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.42 Unrealized +41.5%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $484.47 Unrealized -41.5%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $86.78 Unrealized -6.8%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $34.08 Unrealized -13.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.09 Unrealized -13.1%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.31 Unrealized +65.8%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $50.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.93 Unrealized -18.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.33 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.88 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $70.16 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $22.80 Unrealized -56.7%
SQFTW PRESIDIO PPTY TR INC WT EXP 012427 0.0%
Value ($000) $0 Shares 1,947 Est. Cost Unrealized
ANYWHERE REAL ESTATE INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.38 Unrealized -33.4%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized +13.3%
HBM HUDBAY MINERALS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $7.76 Unrealized -38.0%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.99 Unrealized 0.0%
WEBER INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.55 Unrealized -16.9%
CORE SCIENTIFIC INC COMMON STOCK 0.0%
Value ($000) $0 Shares 393 Est. Cost $7.63 Unrealized
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.69 Unrealized +37.6%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.43 Unrealized -27.1%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $0 Shares 92 Est. Cost $76.09 Unrealized