Bellwether Advisors, LLC Diversified Active

CIK: 0001819815 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 5, 2023

Total Value ($000): $365,155 (100.0% shares, 0.0% debt)

Holdings (466)

XLV HEALTH CARE SELECT SECTOR SPDR FUND 16.1%
Value ($000) $58,650 Shares 453,039 Est. Cost $134.12 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 14.0%
Value ($000) $50,960 Shares 337,458 Est. Cost $151.01 Unrealized
IVV ISHARES CORE S&P 500 ETF 6.8%
Value ($000) $24,667 Shares 60,006 Est. Cost $375.65 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 4.4%
Value ($000) $16,007 Shares 158,203 Est. Cost $98.21 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 2.8%
Value ($000) $10,391 Shares 97,843 Est. Cost $106.20 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 2.7%
Value ($000) $10,016 Shares 147,974 Est. Cost $67.79 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 2.1%
Value ($000) $7,726 Shares 106,214 Est. Cost $67.88 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 1.8%
Value ($000) $6,496 Shares 220,946 Est. Cost $28.06 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 1.5%
Value ($000) $5,555 Shares 167,261 Est. Cost $30.94 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 1.3%
Value ($000) $4,681 Shares 18,710 Est. Cost $229.81 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.3%
Value ($000) $4,581 Shares 47,372 Est. Cost $92.58 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 1.2%
Value ($000) $4,505 Shares 146,842 Est. Cost $28.09 Unrealized
MCK MCKESSON CORP COM 1.2%
Value ($000) $4,504 Shares 12,650 Est. Cost $359.03 Unrealized -0.8%
MTD METTLER TOLEDO INTERNATIONAL COM 1.2%
Value ($000) $4,280 Shares 2,797 Est. Cost $1501.94 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $4,225 Shares 15,211 Est. Cost $21.62 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $4,014 Shares 13,000 Est. Cost $241.08 Unrealized +27.8%
IXN ISHARES GLOBAL TECH ETF 1.0%
Value ($000) $3,678 Shares 67,657 Est. Cost $97.44 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 1.0%
Value ($000) $3,611 Shares 113,557 Est. Cost $29.63 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 1.0%
Value ($000) $3,471 Shares 6,935 Est. Cost $449.31 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.9%
Value ($000) $3,373 Shares 40,261 Est. Cost $74.27 Unrealized +0.0%
ABBV ABBVIE INC COM 0.9%
Value ($000) $3,355 Shares 21,053 Est. Cost $78.94 Unrealized +75.0%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.9%
Value ($000) $3,282 Shares 106,639 Est. Cost $30.49 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.9%
Value ($000) $3,147 Shares 107,675 Est. Cost $27.20 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.8%
Value ($000) $2,857 Shares 90,287 Est. Cost $29.39 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.7%
Value ($000) $2,686 Shares 19,317 Est. Cost $161.29 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.7%
Value ($000) $2,616 Shares 42,220 Est. Cost $67.18 Unrealized
ILMN ILLUMINA INC COM 0.7%
Value ($000) $2,584 Shares 11,110 Est. Cost $207.21 Unrealized -1.2%
MRNA MODERNA INC COM 0.7%
Value ($000) $2,583 Shares 16,820 Est. Cost $166.14 Unrealized -0.7%
IDXX IDEXX LABS INC COM 0.7%
Value ($000) $2,520 Shares 5,040 Est. Cost $404.19 Unrealized +18.4%
BDX BECTON DICKINSON & CO COM 0.7%
Value ($000) $2,496 Shares 10,084 Est. Cost $224.96 Unrealized +3.2%
URI UNITED RENTALS INC COM 0.7%
Value ($000) $2,474 Shares 6,251 Est. Cost $204.61 Unrealized +99.2%
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.7%
Value ($000) $2,471 Shares 75,642 Est. Cost $30.15 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.7%
Value ($000) $2,434 Shares 15,203 Est. Cost $153.79 Unrealized +0.5%
BSX BOSTON SCIENTIFIC CORP COM 0.7%
Value ($000) $2,418 Shares 48,337 Est. Cost $44.04 Unrealized +7.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.7%
Value ($000) $2,414 Shares 4,188 Est. Cost $524.96 Unrealized +6.4%
CAH CARDINAL HEALTH INC COM 0.7%
Value ($000) $2,406 Shares 31,868 Est. Cost $71.50 Unrealized +0.0%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.6%
Value ($000) $2,357 Shares 74,955 Est. Cost $29.33 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.6%
Value ($000) $2,284 Shares 77,440 Est. Cost $28.74 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $2,274 Shares 4,811 Est. Cost $457.10 Unrealized +0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.6%
Value ($000) $2,169 Shares 21,765 Est. Cost $118.19 Unrealized
ABT ABBOTT LABS COM 0.6%
Value ($000) $2,128 Shares 21,017 Est. Cost $99.26 Unrealized +0.7%
CI THE CIGNA GROUP COM 0.6%
Value ($000) $2,082 Shares 8,148 Est. Cost $290.98 Unrealized -5.1%
INTC INTEL CORP COM 0.5%
Value ($000) $2,001 Shares 61,250 Est. Cost $27.53 Unrealized -0.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $1,926 Shares 38,026 Est. Cost $61.96 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.5%
Value ($000) $1,889 Shares 43,623 Est. Cost $41.65 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC COM 0.5%
Value ($000) $1,856 Shares 6,106 Est. Cost $295.02 Unrealized 0.0%
CDW CDW CORP COM 0.5%
Value ($000) $1,804 Shares 9,259 Est. Cost $189.24 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.5%
Value ($000) $1,765 Shares 8,947 Est. Cost $170.53 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.5%
Value ($000) $1,759 Shares 15,353 Est. Cost $104.30 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.5%
Value ($000) $1,731 Shares 8,238 Est. Cost $189.04 Unrealized +0.1%
IBB ISHARES BIOTECHNOLOGY ETF 0.5%
Value ($000) $1,718 Shares 13,301 Est. Cost $151.47 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.5%
Value ($000) $1,695 Shares 50,089 Est. Cost $29.67 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.5%
Value ($000) $1,694 Shares 35,929 Est. Cost $51.64 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $1,673 Shares 7,514 Est. Cost $211.47 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $1,669 Shares 24,080 Est. Cost $50.03 Unrealized +22.9%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.5%
Value ($000) $1,652 Shares 51,348 Est. Cost $31.07 Unrealized
ENPH ENPHASE ENERGY INC COM 0.4%
Value ($000) $1,613 Shares 7,672 Est. Cost $216.60 Unrealized 0.0%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.4%
Value ($000) $1,416 Shares 20,937 Est. Cost $73.38 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.4%
Value ($000) $1,380 Shares 39,259 Est. Cost $34.30 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.4%
Value ($000) $1,336 Shares 42,254 Est. Cost $28.32 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.4%
Value ($000) $1,324 Shares 41,385 Est. Cost $30.67 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $1,190 Shares 21,796 Est. Cost $53.81 Unrealized
TDG TRANSDIGM GROUP INC COM 0.3%
Value ($000) $1,136 Shares 1,541 Est. Cost $503.62 Unrealized +21.3%
CMI CUMMINS INC COM 0.3%
Value ($000) $1,134 Shares 4,747 Est. Cost $220.60 Unrealized +3.3%
CEG CONSTELLATION ENERGY CORP COM 0.3%
Value ($000) $1,081 Shares 13,767 Est. Cost $64.53 Unrealized +22.5%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $1,062 Shares 16,615 Est. Cost $65.03 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $997 Shares 3,459 Est. Cost $248.52 Unrealized +0.4%
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.3%
Value ($000) $963 Shares 28,692 Est. Cost $31.65 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.2%
Value ($000) $824 Shares 15,108 Est. Cost $61.08 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.2%
Value ($000) $744 Shares 23,173 Est. Cost $29.57 Unrealized
ETR ENTERGY CORP NEW COM 0.2%
Value ($000) $720 Shares 6,684 Est. Cost $50.74 Unrealized -5.9%
PCG PG&E CORP COM 0.2%
Value ($000) $708 Shares 43,777 Est. Cost $15.61 Unrealized +0.1%
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $698 Shares 13,850 Est. Cost $50.66 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.2%
Value ($000) $663 Shares 18,831 Est. Cost $33.57 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $635 Shares 2,783 Est. Cost $211.61 Unrealized +2.9%
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $623 Shares 19,143 Est. Cost $33.71 Unrealized -5.5%
PCAR PACCAR INC COM 0.2%
Value ($000) $619 Shares 8,456 Est. Cost $57.13 Unrealized +12.3%
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $614 Shares 33,164 Est. Cost $11.09 Unrealized +9.6%
HEI HEICO CORP NEW COM 0.2%
Value ($000) $610 Shares 3,565 Est. Cost $168.38 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.2%
Value ($000) $601 Shares 10,335 Est. Cost $56.20 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $585 Shares 6,117 Est. Cost $48.51 Unrealized +35.8%
XYL XYLEM INC COM 0.2%
Value ($000) $584 Shares 5,580 Est. Cost $100.91 Unrealized 0.0%
IEX IDEX CORP COM 0.2%
Value ($000) $568 Shares 2,459 Est. Cost $218.70 Unrealized 0.0%
AME AMETEK INC COM 0.2%
Value ($000) $568 Shares 3,906 Est. Cost $139.44 Unrealized 0.0%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.2%
Value ($000) $563 Shares 5,817 Est. Cost $96.83 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.2%
Value ($000) $554 Shares 19,231 Est. Cost $28.93 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $542 Shares 1,590 Est. Cost $164.72 Unrealized 0.0%
AAPL APPLE INC COM 0.1%
Value ($000) $537 Shares 3,256 Est. Cost $133.56 Unrealized +8.9%
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.1%
Value ($000) $534 Shares 15,403 Est. Cost $31.05 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $522 Shares 2,835 Est. Cost $175.88 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $520 Shares 11,272 Est. Cost $54.47 Unrealized
WERN WERNER ENTERPRISES INC COM 0.1%
Value ($000) $519 Shares 11,401 Est. Cost $40.69 Unrealized +11.6%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $482 Shares 1,177 Est. Cost $381.97 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $454 Shares 19,437 Est. Cost $27.24 Unrealized
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $442 Shares 11,076 Est. Cost $41.95 Unrealized -6.8%
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $426 Shares 4,676 Est. Cost $90.63 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $414 Shares 1,840 Est. Cost $251.12 Unrealized -11.2%
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.1%
Value ($000) $408 Shares 9,840 Est. Cost $39.83 Unrealized
EIX EDISON INTL COM 0.1%
Value ($000) $395 Shares 5,590 Est. Cost $58.72 Unrealized +0.8%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $377 Shares 21,506 Est. Cost $15.24 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $373 Shares 12,649 Est. Cost $26.78 Unrealized +1.1%
AVANGRID INC COM 0.1%
Value ($000) $370 Shares 9,290 Est. Cost $42.94 Unrealized
TRGP TARGA RES CORP COM 0.1%
Value ($000) $362 Shares 4,961 Est. Cost $69.15 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.1%
Value ($000) $360 Shares 6,736 Est. Cost $48.28 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $356 Shares 9,484 Est. Cost $28.88 Unrealized +10.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $342 Shares 3,541 Est. Cost $88.17 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $340 Shares 5,344 Est. Cost $57.32 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $335 Shares 892 Est. Cost $375.09 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $320 Shares 4,476 Est. Cost $69.38 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value ($000) $320 Shares 10,118 Est. Cost $30.44 Unrealized
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $311 Shares 2,970 Est. Cost $72.63 Unrealized +29.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $309 Shares 4,626 Est. Cost $71.33 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $265 Shares 6,555 Est. Cost $48.63 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $255 Shares 4,967 Est. Cost $61.75 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $244 Shares 2,360 Est. Cost $127.46 Unrealized -24.2%
UNP UNION PAC CORP COM 0.1%
Value ($000) $239 Shares 1,190 Est. Cost $179.31 Unrealized +5.6%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $235 Shares 1,259 Est. Cost $175.57 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $235 Shares 3,380 Est. Cost $50.17 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $225 Shares 4,542 Est. Cost $50.11 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $223 Shares 2,039 Est. Cost $138.08 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $217 Shares 2,093 Est. Cost $108.30 Unrealized -12.1%
BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 0.1%
Value ($000) $216 Shares 6,000 Est. Cost $35.92 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $198 Shares 2,182 Est. Cost $86.13 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $188 Shares 5,888 Est. Cost $31.42 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $180 Shares 799 Est. Cost $207.63 Unrealized +4.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $167 Shares 835 Est. Cost $205.17 Unrealized -6.3%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $165 Shares 850 Est. Cost $137.62 Unrealized +14.9%
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.0%
Value ($000) $164 Shares 2,950 Est. Cost $51.51 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $164 Shares 1,488 Est. Cost $125.07 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $163 Shares 1,641 Est. Cost $30.72 Unrealized +223.8%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $163 Shares 4,865 Est. Cost $31.45 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $158 Shares 335 Est. Cost $318.96 Unrealized +35.8%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $156 Shares 4,808 Est. Cost $33.35 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $154 Shares 538 Est. Cost $216.65 Unrealized +19.0%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $153 Shares 4,524 Est. Cost $31.52 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $152 Shares 4,065 Est. Cost $40.96 Unrealized
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $148 Shares 4,694 Est. Cost $30.77 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $146 Shares 1,695 Est. Cost $110.80 Unrealized
ONEV SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF 0.0%
Value ($000) $146 Shares 1,380 Est. Cost $91.30 Unrealized
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $145 Shares 145,242 Est. Cost $1.00 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $141 Shares 2,214 Est. Cost $64.01 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $138 Shares 906 Est. Cost $129.17 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $137 Shares 544 Est. Cost $228.03 Unrealized -1.7%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $134 Shares 814 Est. Cost $145.07 Unrealized +10.3%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $132 Shares 854 Est. Cost $144.85 Unrealized +2.1%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $127 Shares 185 Est. Cost $373.88 Unrealized +66.2%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $126 Shares 849 Est. Cost $126.02 Unrealized +5.7%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $123 Shares 1,360 Est. Cost $92.48 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $121 Shares 2,309 Est. Cost $76.07 Unrealized -7.7%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $119 Shares 1,202 Est. Cost $119.71 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $119 Shares 2,439 Est. Cost $62.03 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $108 Shares 1,736 Est. Cost $52.16 Unrealized +6.2%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $102 Shares 978 Est. Cost $86.60 Unrealized +12.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $101 Shares 985 Est. Cost $86.59 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $100 Shares 1,131 Est. Cost $88.16 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $98 Shares 892 Est. Cost $50.60 Unrealized +98.0%
BLACKROCK INC COM 0.0%
Value ($000) $97 Shares 145 Est. Cost $699.49 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $96 Shares 3,715 Est. Cost $30.58 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.0%
Value ($000) $96 Shares 1,912 Est. Cost $48.60 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $86 Shares 421 Est. Cost $214.54 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $85 Shares 2,515 Est. Cost $40.56 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $85 Shares 1,139 Est. Cost $90.59 Unrealized -17.0%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $77 Shares 155 Est. Cost $489.39 Unrealized -3.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $75 Shares 1,896 Est. Cost $44.20 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $75 Shares 1,225 Est. Cost $73.21 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $75 Shares 1,236 Est. Cost $52.53 Unrealized +12.5%
DE DEERE & CO COM 0.0%
Value ($000) $73 Shares 176 Est. Cost $333.26 Unrealized +19.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $73 Shares 380 Est. Cost $163.53 Unrealized +8.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $71 Shares 1,981 Est. Cost $37.06 Unrealized +4.2%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $70 Shares 979 Est. Cost $76.33 Unrealized
FCOR FIDELITY CORPORATE BOND ETF 0.0%
Value ($000) $67 Shares 1,453 Est. Cost $57.12 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $65 Shares 1,214 Est. Cost $21.51 Unrealized +11.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $65 Shares 860 Est. Cost $87.32 Unrealized -12.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $65 Shares 168 Est. Cost $537.32 Unrealized -33.9%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $64 Shares 1,026 Est. Cost $41.44 Unrealized +0.4%
PEP PEPSICO INC COM 0.0%
Value ($000) $62 Shares 341 Est. Cost $135.65 Unrealized +17.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $61 Shares 655 Est. Cost $89.12 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $60 Shares 1,244 Est. Cost $49.04 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $60 Shares 213 Est. Cost $201.82 Unrealized +24.1%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $59 Shares 804 Est. Cost $87.34 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $59 Shares 163 Est. Cost $323.57 Unrealized +10.5%
TSLA TESLA INC COM 0.0%
Value ($000) $58 Shares 281 Est. Cost $221.53 Unrealized -21.3%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $57 Shares 670 Est. Cost $85.74 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $57 Shares 1,880 Est. Cost $30.85 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $56 Shares 338 Est. Cost $208.42 Unrealized -28.7%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $55 Shares 1,712 Est. Cost $33.89 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $54 Shares 776 Est. Cost $66.93 Unrealized -9.4%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $54 Shares 576 Est. Cost $100.80 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $54 Shares 1,206 Est. Cost $47.26 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value ($000) $53 Shares 1,936 Est. Cost $25.76 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $50 Shares 1,559 Est. Cost $32.99 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $50 Shares 301 Est. Cost $155.86 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $49 Shares 1,174 Est. Cost $45.43 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $49 Shares 468 Est. Cost $108.20 Unrealized -11.4%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $47 Shares 617 Est. Cost $86.49 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $46 Shares 400 Est. Cost $98.59 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $46 Shares 275 Est. Cost $159.76 Unrealized -0.5%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $45 Shares 1,437 Est. Cost $30.14 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 884 Est. Cost $55.13 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $42 Shares 2,618 Est. Cost $20.43 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $41 Shares 500 Est. Cost $82.84 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $39 Shares 493 Est. Cost $68.83 Unrealized +8.1%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $39 Shares 576 Est. Cost $65.61 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $39 Shares 1,030 Est. Cost $39.66 Unrealized -12.7%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $37 Shares 1,270 Est. Cost $30.46 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $36 Shares 750 Est. Cost $33.62 Unrealized +36.7%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $36 Shares 326 Est. Cost $112.13 Unrealized +5.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $36 Shares 78 Est. Cost $363.74 Unrealized +21.5%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $36 Shares 915 Est. Cost $33.88 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $36 Shares 1,184 Est. Cost $24.49 Unrealized +16.7%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $34 Shares 413 Est. Cost $85.83 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $33 Shares 329 Est. Cost $48.78 Unrealized +87.9%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $33 Shares 3,890 Est. Cost $7.60 Unrealized +20.9%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $33 Shares 845 Est. Cost $42.29 Unrealized -22.7%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $32 Shares 89 Est. Cost $263.86 Unrealized +30.7%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $31 Shares 251 Est. Cost $119.59 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $29 Shares 450 Est. Cost $60.59 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $29 Shares 401 Est. Cost $71.61 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $28 Shares 133 Est. Cost $262.21 Unrealized -35.5%
BKE BUCKLE INC COM 0.0%
Value ($000) $28 Shares 787 Est. Cost $15.03 Unrealized +106.9%
DOV DOVER CORP COM 0.0%
Value ($000) $28 Shares 184 Est. Cost $111.11 Unrealized +27.5%
AMGN AMGEN INC COM 0.0%
Value ($000) $28 Shares 115 Est. Cost $207.76 Unrealized +7.8%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $27 Shares 115 Est. Cost $252.96 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $27 Shares 289 Est. Cost $110.03 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $27 Shares 500 Est. Cost $48.43 Unrealized +5.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $27 Shares 273 Est. Cost $66.68 Unrealized +38.4%
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $27 Shares 10,000 Est. Cost $3.41 Unrealized -26.0%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $27 Shares 847 Est. Cost $43.02 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $26 Shares 685 Est. Cost $35.45 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $26 Shares 75 Est. Cost $308.08 Unrealized +7.1%
CPRT COPART INC COM 0.0%
Value ($000) $26 Shares 340 Est. Cost $29.94 Unrealized +13.6%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $25 Shares 280 Est. Cost $147.97 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $25 Shares 176 Est. Cost $166.26 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $24 Shares 52 Est. Cost $415.66 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $23 Shares 813 Est. Cost $28.36 Unrealized
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $23 Shares 525 Est. Cost $51.34 Unrealized -14.0%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $23 Shares 566 Est. Cost $41.25 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $22 Shares 214 Est. Cost $90.96 Unrealized -6.7%
AVGO BROADCOM INC COM 0.0%
Value ($000) $22 Shares 34 Est. Cost $46.38 Unrealized +24.2%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $22 Shares 632 Est. Cost $42.07 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $21 Shares 526 Est. Cost $78.62 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $21 Shares 720 Est. Cost $27.39 Unrealized +11.6%
MRK MERCK & CO INC COM 0.0%
Value ($000) $20 Shares 190 Est. Cost $79.20 Unrealized +24.6%
CMA COMERICA INC COM 0.0%
Value ($000) $20 Shares 453 Est. Cost $54.87 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $19 Shares 410 Est. Cost $61.33 Unrealized -27.8%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $19 Shares 112 Est. Cost $146.77 Unrealized +9.1%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $19 Shares 535 Est. Cost $35.50 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $14.16 Unrealized +144.6%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $19 Shares 900 Est. Cost $19.84 Unrealized +10.0%
T AT&T INC COM 0.0%
Value ($000) $18 Shares 949 Est. Cost $15.56 Unrealized +5.2%
NKE NIKE INC CL B 0.0%
Value ($000) $17 Shares 139 Est. Cost $125.23 Unrealized -6.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $17 Shares 380 Est. Cost $36.67 Unrealized -1.1%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $17 Shares 158 Est. Cost $153.74 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $16 Shares 50 Est. Cost $320.92 Unrealized
TFJL INNOVATOR 20 YEAR TREASURY BOND 5 FLOOR ETF - JULY 0.0%
Value ($000) $16 Shares 750 Est. Cost $22.67 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $16 Shares 112 Est. Cost $116.67 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $15 Shares 119 Est. Cost $134.62 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $15 Shares 66 Est. Cost $210.27 Unrealized +9.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $15 Shares 151 Est. Cost $86.30 Unrealized -5.7%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $14 Shares 3,262 Est. Cost $5.29 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $13 Shares 800 Est. Cost $59.69 Unrealized -71.8%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $13 Shares 61 Est. Cost $191.55 Unrealized +5.8%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $13 Shares 96 Est. Cost $112.07 Unrealized +14.4%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $13 Shares 77 Est. Cost $132.34 Unrealized +12.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $13 Shares 135 Est. Cost $70.42 Unrealized +20.4%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $160.05 Unrealized +6.1%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $36.98 Unrealized +23.8%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $12 Shares 35 Est. Cost $259.06 Unrealized +23.6%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $12 Shares 209 Est. Cost $53.25 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $11 Shares 160 Est. Cost $23.71 Unrealized +20.9%
MSCI MSCI INC COM 0.0%
Value ($000) $11 Shares 20 Est. Cost $445.52 Unrealized +14.8%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $11 Shares 130 Est. Cost $69.23 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $11 Shares 70 Est. Cost $137.05 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $11 Shares 20 Est. Cost $402.75 Unrealized +27.4%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $110.49 Unrealized +22.4%
PACWEST BANCORP DEL COM 0.0%
Value ($000) $10 Shares 1,030 Est. Cost $9.73 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $10 Shares 279 Est. Cost $30.16 Unrealized
DOMO DOMO INC COM CL B 0.0%
Value ($000) $9 Shares 666 Est. Cost $56.53 Unrealized -75.1%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $9 Shares 77 Est. Cost $115.39 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $9 Shares 71 Est. Cost $57.09 Unrealized +111.6%
DOW DOW INC COM 0.0%
Value ($000) $9 Shares 160 Est. Cost $39.03 Unrealized +21.2%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $9 Shares 241 Est. Cost $56.86 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $8 Shares 53 Est. Cost $56.60 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 157 Est. Cost $72.52 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $98.86 Unrealized +2.2%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $8 Shares 1,394 Est. Cost $39.47 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $287.72 Unrealized +4.2%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 200 Est. Cost $20.00 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $8 Shares 27 Est. Cost $259.08 Unrealized +6.8%
AZO AUTOZONE INC COM 0.0%
Value ($000) $7 Shares 3 Est. Cost $1857.78 Unrealized +31.3%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $7 Shares 373 Est. Cost $14.08 Unrealized +18.1%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $7 Shares 96 Est. Cost $78.25 Unrealized -2.9%
MCO MOODYS CORP COM 0.0%
Value ($000) $7 Shares 23 Est. Cost $274.70 Unrealized +7.4%
WMT WALMART INC COM 0.0%
Value ($000) $7 Shares 47 Est. Cost $43.46 Unrealized +5.4%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 750 Est. Cost $17.56 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $7 Shares 151 Est. Cost $39.74 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.25 Unrealized -6.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $6 Shares 172 Est. Cost $30.30 Unrealized +33.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $6 Shares 88 Est. Cost $107.95 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $6 Shares 54 Est. Cost $106.20 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $122.23 Unrealized -19.4%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $5 Shares 32 Est. Cost $148.46 Unrealized +9.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $115.64 Unrealized +4.4%
PFE PFIZER INC COM 0.0%
Value ($000) $5 Shares 121 Est. Cost $34.18 Unrealized +6.9%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $5 Shares 84 Est. Cost $75.88 Unrealized -17.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.94 Unrealized +7.4%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $5 Shares 170 Est. Cost $24.82 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $72.61 Unrealized -30.8%
FDX FEDEX CORP COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $155.77 Unrealized +22.4%
BARRICK GOLD CORP COM 0.0%
Value ($000) $5 Shares 250 Est. Cost $22.50 Unrealized
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $5 Shares 461 Est. Cost $38.94 Unrealized -83.3%
RY ROYAL BK CDA COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $77.38 Unrealized +28.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $77.81 Unrealized +6.2%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $4 Shares 88 Est. Cost $118.20 Unrealized -58.9%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $1478.25 Unrealized -23.0%
LAB STANDARD BIOTOOLS INC COM 0.0%
Value ($000) $4 Shares 2,016 Est. Cost $6.57 Unrealized -69.9%
THE NECESSITY RETAIL REIT INC COM CLASS A 0.0%
Value ($000) $4 Shares 600 Est. Cost $7.22 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 46 Est. Cost $91.94 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 605 Est. Cost $11.48 Unrealized -47.2%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $253.95 Unrealized +40.7%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 117 Est. Cost $27.89 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $74.56 Unrealized +24.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.02 Unrealized +17.8%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 215 Est. Cost $18.55 Unrealized -23.3%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.72 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $3 Shares 300 Est. Cost $20.23 Unrealized -48.8%
NIOCORP DEVS LTD COM NEW 0.0%
Value ($000) $3 Shares 462 Est. Cost $6.36 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $3 Shares 258 Est. Cost $12.04 Unrealized +0.9%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 47 Est. Cost $58.34 Unrealized -4.9%
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
SLGN SILGAN HLDGS INC COM 0.0%
Value ($000) $3 Shares 49 Est. Cost $39.03 Unrealized +35.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $40.67 Unrealized +87.9%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $31.03 Unrealized +24.0%
HD HOME DEPOT INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $265.72 Unrealized +7.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $65.22 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $2 Shares 27 Est. Cost $71.08 Unrealized 0.0%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 227 Est. Cost $11.82 Unrealized -18.0%
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $544.85 Unrealized -19.3%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $2 Shares 11 Est. Cost $191.57 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.06 Unrealized +37.9%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $69.24 Unrealized -43.1%
PRESIDIO PPTY TR INC COM CL A 0.0%
Value ($000) $2 Shares 1,947 Est. Cost $1.03 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $348.56 Unrealized +30.6%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $2 Shares 36 Est. Cost $35.96 Unrealized +27.4%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $97.07 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $95.44 Unrealized +29.0%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $2 Shares 162 Est. Cost $12.35 Unrealized
XUSP INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $16.67 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $80.32 Unrealized +36.2%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 59 Est. Cost $18.35 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.26 Unrealized +9.5%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $59.84 Unrealized +24.8%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 53 Est. Cost $31.69 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $21.49 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.01 Unrealized +64.3%
BA BOEING CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $211.06 Unrealized -1.6%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $42.59 Unrealized +5.3%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
POWW AMMO INC COM 0.0%
Value ($000) $1 Shares 600 Est. Cost $4.68 Unrealized -55.8%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $107.44 Unrealized +36.2%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 35 Est. Cost $32.43 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.56 Unrealized -21.1%
INNOVATOR DOUBLE STACKER ETF - OCTOBER 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.07 Unrealized +15.3%
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.76 Unrealized +4.4%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $191.55 Unrealized -25.6%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $199.61 Unrealized +6.3%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $85.70 Unrealized +22.2%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 89 Est. Cost $14.32 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $22.53 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $9.50 Unrealized +83.7%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $60.11 Unrealized +25.8%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.32 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $246.15 Unrealized -75.7%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $73.42 Unrealized 0.0%
SLM SLM CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.52 Unrealized +40.4%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $181.94 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $72.23 Unrealized -26.3%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.75 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
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $159.52 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $31.72 Unrealized 0.0%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.40 Unrealized +11.1%
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $0 Shares 63 Est. Cost $7.68 Unrealized
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.80 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $484.47 Unrealized -24.7%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
BRT BRT APARTMENTS CORP COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $19.71 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.66 Unrealized 0.0%
SPLUNK INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $95.75 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 34 Est. Cost $16.66 Unrealized -36.9%
PDD PINDUODUO INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.80 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $170.59 Unrealized 0.0%
TME TENCENT MUSIC ENTMT GROUP SPON ADS 0.0%
Value ($000) $0 Shares 44 Est. Cost $8.27 Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $0 Shares 21 Est. Cost $16.33 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $44.00 Unrealized 0.0%
UDR UDR INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $36.70 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.91 Unrealized 0.0%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.17 Unrealized 0.0%
UMH UMH PPTYS INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $14.76 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.20 Unrealized
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $43.57 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.42 Unrealized +51.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost $74.31 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.09 Unrealized -2.7%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $67.00 Unrealized
CLPR CLIPPER RLTY INC COM 0.0%
Value ($000) $0 Shares 46 Est. Cost $5.74 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.27 Unrealized 0.0%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.31 Unrealized +64.8%
AIR AAR CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $51.79 Unrealized 0.0%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.61 Unrealized 0.0%
CSR CENTERSPACE COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.50 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.09 Unrealized 0.0%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.65 Unrealized 0.0%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $67.84 Unrealized 0.0%
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $12.79 Unrealized 0.0%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $167.84 Unrealized 0.0%
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $0 Shares 1 Est. Cost $166.13 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $153.48 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $149.53 Unrealized +6.5%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.16 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $141.55 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.05 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $139.96 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.93 Unrealized -13.6%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $140.00 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.77 Unrealized 0.0%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.08 Unrealized 0.0%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $61.68 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.38 Unrealized -16.2%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.41 Unrealized 0.0%
CAE CAE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.84 Unrealized 0.0%
AEROJET ROCKETDYNE HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.00 Unrealized
DCO DUCOMMUN INC DEL COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.50 Unrealized 0.0%
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $34.33 Unrealized
MOG/A MOOG INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.30 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.36 Unrealized 0.0%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.55 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.00 Unrealized +13.0%
ANYWHERE REAL ESTATE INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
SQFTW PRESIDIO PPTY TR INC WT EXP 012427 0.0%
Value ($000) $0 Shares 1,947 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.12 Unrealized 0.0%
HBM HUDBAY MINERALS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $7.76 Unrealized -32.3%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.92 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.76 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.47 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.00 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.55 Unrealized +4.1%
BHM BLUEROCK HOMES TRUST INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.50 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.51 Unrealized +5.2%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.28 Unrealized -5.7%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.99 Unrealized -8.3%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.00 Unrealized
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.69 Unrealized +17.4%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.75 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.43 Unrealized -52.1%
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $0 Shares 92 Est. Cost $76.09 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized