OKABENA INVESTMENT SERVICES INC Diversified Active

CIK: 0001157519 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $143,095 (100.0% shares, 0.0% debt)

Holdings (201)

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 13.9%
Value ($000) $19,919 Shares 360,779 Est. Cost $45.77 Unrealized
SPY SPDR S&P 500 ETF TRUST 5.5%
Value ($000) $7,929 Shares 19,367 Est. Cost $409.26 Unrealized
DFAE Dimensional Emerg Core Eqy Mrkt ETF 5.1%
Value ($000) $7,257 Shares 269,280 Est. Cost $26.60 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 4.9%
Value ($000) $6,982 Shares 75,814 Est. Cost $78.88 Unrealized
MSFT Microsoft Corporation 4.8%
Value ($000) $6,828 Shares 23,682 Est. Cost $229.37 Unrealized +8.8%
IAU ISHARES GOLD TRUST 4.5%
Value ($000) $6,423 Shares 171,864 Est. Cost $36.86 Unrealized
OTIS Otis Worldwide Corporation 3.2%
Value ($000) $4,569 Shares 54,137 Est. Cost $68.32 Unrealized +15.5%
GOOG Alphabet Inc. Class C 3.1%
Value ($000) $4,492 Shares 43,190 Est. Cost $97.60 Unrealized -1.8%
MCO MOODYS CORP COM 3.1%
Value ($000) $4,437 Shares 14,500 Est. Cost $273.30 Unrealized +7.9%
SBUX STARBUCKS CORP COM 2.4%
Value ($000) $3,410 Shares 32,751 Est. Cost $83.77 Unrealized +15.9%
NKE NIKE INC CL B 2.1%
Value ($000) $2,943 Shares 23,997 Est. Cost $116.69 Unrealized 0.0%
YUMC Yum China Holdings, Inc. 2.0%
Value ($000) $2,903 Shares 45,791 Est. Cost $47.56 Unrealized +26.9%
BAC BANK AMERICA CORP COM 1.9%
Value ($000) $2,654 Shares 72,542 Est. Cost $30.84 Unrealized -0.9%
EMLP First Trust North American Energy ETF 1.8%
Value ($000) $2,560 Shares 22,651 Est. Cost $104.46 Unrealized
AMZN Amazon.com, Inc. 1.7%
Value ($000) $2,427 Shares 23,495 Est. Cost $124.01 Unrealized -22.1%
MDT Medtronic Plc 1.6%
Value ($000) $2,354 Shares 29,194 Est. Cost $101.69 Unrealized -26.7%
BND VANGUARD TOTAL BOND MARKET ETF 1.6%
Value ($000) $2,280 Shares 30,875 Est. Cost $77.76 Unrealized
V VISA INC COM CL A 1.5%
Value ($000) $2,134 Shares 9,463 Est. Cost $202.32 Unrealized +7.7%
KKR KKR & Co. Inc. 1.5%
Value ($000) $2,132 Shares 40,592 Est. Cost $32.21 Unrealized +63.0%
CNI CANADIAN NATL RY CO COM 1.5%
Value ($000) $2,107 Shares 27,379 Est. Cost $99.98 Unrealized +11.5%
CNQ CANADIAN NAT RES LTD COM 1.5%
Value ($000) $2,095 Shares 17,758 Est. Cost $25.17 Unrealized +0.0%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 1.5%
Value ($000) $2,076 Shares 22,313 Est. Cost $99.15 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.3%
Value ($000) $1,913 Shares 39,217 Est. Cost $43.29 Unrealized
SPGI S&P Global, Inc. 1.3%
Value ($000) $1,886 Shares 5,469 Est. Cost $321.31 Unrealized +7.0%
RH RH 1.3%
Value ($000) $1,831 Shares 7,519 Est. Cost $290.72 Unrealized -0.1%
DKS DICKS SPORTING GOODS INC COM 1.2%
Value ($000) $1,782 Shares 77,412 Est. Cost $122.22 Unrealized +1.4%
GLD SPDR Gold Shares 1.2%
Value ($000) $1,764 Shares 9,627 Est. Cost $181.62 Unrealized
NTNX NUTANIX INC CL A 1.2%
Value ($000) $1,694 Shares 65,194 Est. Cost $25.36 Unrealized +6.7%
DINO HF SINCLAIR CORP COM 1.2%
Value ($000) $1,674 Shares 37,685 Est. Cost $45.97 Unrealized -0.0%
ACTIVISION BLIZZARD INC COM 1.2%
Value ($000) $1,656 Shares 19,350 Est. Cost $85.59 Unrealized
GILD GILEAD SCIENCES INC COM 1.1%
Value ($000) $1,619 Shares 14,719 Est. Cost $74.64 Unrealized +0.1%
STX Seagate Technology Holdings PLC 1.0%
Value ($000) $1,493 Shares 22,584 Est. Cost $62.93 Unrealized -7.3%
FISV Fiserv, Inc. 0.9%
Value ($000) $1,263 Shares 12,856 Est. Cost $102.79 Unrealized +7.0%
CANADIAN PAC RY LTD COM 0.9%
Value ($000) $1,258 Shares 17,281 Est. Cost $107.69 Unrealized
EA ELECTRONIC ARTS INC COM 0.9%
Value ($000) $1,219 Shares 12,560 Est. Cost $115.64 Unrealized -0.0%
PODD Insulet Corp 0.8%
Value ($000) $1,202 Shares 3,769 Est. Cost $245.73 Unrealized +20.6%
WDAY Workday, Inc. Class A 0.8%
Value ($000) $1,140 Shares 5,520 Est. Cost $241.02 Unrealized -24.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.8%
Value ($000) $1,132 Shares 16,938 Est. Cost $73.55 Unrealized
TMO Thermo Fisher Scientific Inc. 0.8%
Value ($000) $1,077 Shares 1,869 Est. Cost $559.23 Unrealized -0.1%
SCTXX SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 0.7%
Value ($000) $1,050 Shares 1,050,000 Est. Cost $1.00 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $990 Shares 2,409 Est. Cost $468.21 Unrealized
HLI Houlihan Lokey, Inc. Class A 0.6%
Value ($000) $858 Shares 5,999 Est. Cost $89.86 Unrealized -0.3%
JPM JPMorgan Chase & Co. 0.6%
Value ($000) $829 Shares 6,359 Est. Cost $115.88 Unrealized +10.6%
DVN DEVON ENERGY CORP NEW COM 0.6%
Value ($000) $804 Shares 5,664 Est. Cost $50.61 Unrealized -0.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.5%
Value ($000) $745 Shares 10,650 Est. Cost $81.00 Unrealized
MA Mastercard Incorporated Class A 0.5%
Value ($000) $736 Shares 2,026 Est. Cost $345.53 Unrealized +3.4%
TDG TRANSDIGM GROUP INC COM 0.5%
Value ($000) $711 Shares 964 Est. Cost $610.68 Unrealized 0.0%
BLACKROCK INC COM 0.5%
Value ($000) $674 Shares 254 Est. Cost $903.57 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $649 Shares 6,407 Est. Cost $107.64 Unrealized -7.1%
NEE Nextera Energy Inc 0.4%
Value ($000) $539 Shares 6,988 Est. Cost $72.51 Unrealized -2.6%
MCD McDonald's Corporation 0.4%
Value ($000) $537 Shares 1,920 Est. Cost $223.73 Unrealized +12.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $504 Shares 4,677 Est. Cost $105.52 Unrealized
ACN Accenture Plc Class A 0.3%
Value ($000) $488 Shares 1,706 Est. Cost $311.85 Unrealized -16.2%
AMGN AMGEN INC COM 0.3%
Value ($000) $470 Shares 5,756 Est. Cost $224.21 Unrealized -0.1%
VEU Vanguard FTSE All World Ex US ETF 0.3%
Value ($000) $459 Shares 8,585 Est. Cost $55.78 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $457 Shares 2,951 Est. Cost $148.00 Unrealized -0.1%
PEP PEPSICO INC COM 0.3%
Value ($000) $428 Shares 2,347 Est. Cost $153.53 Unrealized +3.4%
WM Waste Management Inc 0.3%
Value ($000) $427 Shares 2,614 Est. Cost $143.46 Unrealized +2.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $389 Shares 1,907 Est. Cost $229.23 Unrealized
BIO BIO RAD LABS INC CL A 0.3%
Value ($000) $387 Shares 579 Est. Cost $467.56 Unrealized +0.1%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $379 Shares 1,007 Est. Cost $290.48 Unrealized
UNP Union Pacific Corporation 0.2%
Value ($000) $352 Shares 1,747 Est. Cost $189.57 Unrealized -0.1%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $326 Shares 5,250 Est. Cost $44.70 Unrealized +0.3%
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.2%
Value ($000) $320 Shares 3,225 Est. Cost $96.49 Unrealized
RMD ResMed Inc. 0.1%
Value ($000) $210 Shares 958 Est. Cost $240.86 Unrealized -12.3%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $207 Shares 920 Est. Cost $223.47 Unrealized -0.2%
ASGN ASGN Inc 0.1%
Value ($000) $176 Shares 6,137 Est. Cost $87.56 Unrealized -0.9%
PFE Pfizer Incorporated 0.1%
Value ($000) $175 Shares 4,282 Est. Cost $35.56 Unrealized +2.8%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $152 Shares 3,772 Est. Cost $44.00 Unrealized
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.1%
Value ($000) $95 Shares 2,300 Est. Cost $46.26 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $59 Shares 2,212 Est. Cost $27.98 Unrealized
ORCL Oracle Corporation 0.0%
Value ($000) $57 Shares 610 Est. Cost $48.99 Unrealized +73.1%
PG Procter & Gamble 0.0%
Value ($000) $54 Shares 362 Est. Cost $124.17 Unrealized +7.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $53 Shares 700 Est. Cost $59.53 Unrealized +0.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $49 Shares 275 Est. Cost $150.65 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $35 Shares 173 Est. Cost $204.51 Unrealized
APH Amphenol Corporation Class A 0.0%
Value ($000) $33 Shares 202 Est. Cost $38.71 Unrealized -0.6%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $28 Shares 281 Est. Cost $101.02 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $27 Shares 89 Est. Cost $56.46 Unrealized -31.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $26 Shares 173 Est. Cost $106.74 Unrealized
INTC Intel Corp 0.0%
Value ($000) $24 Shares 738 Est. Cost $45.26 Unrealized -39.2%
UNH UnitedHealth Group Incorporated 0.0%
Value ($000) $22 Shares 46 Est. Cost $447.11 Unrealized +2.3%
DFAI Dimensional Intern Core Eqt Mkt ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $26.87 Unrealized
ZBRA Zebra Technologies Corporation Class A 0.0%
Value ($000) $14 Shares 45 Est. Cost $442.62 Unrealized -31.7%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $14 Shares 48 Est. Cost $91.50 Unrealized 0.0%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $13 Shares 234 Est. Cost $56.65 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $13 Shares 80 Est. Cost $142.20 Unrealized -30.7%
NV5 Global Inc 0.0%
Value ($000) $13 Shares 123 Est. Cost $136.54 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $59.75 Unrealized
GOOGL Alphabet Inc. Class A 0.0%
Value ($000) $13 Shares 121 Est. Cost $110.08 Unrealized -13.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $12 Shares 149 Est. Cost $76.87 Unrealized -3.2%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $12 Shares 104 Est. Cost $97.60 Unrealized +17.4%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $12 Shares 109 Est. Cost $62.36 Unrealized +11.6%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $22.07 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $11 Shares 151 Est. Cost $88.18 Unrealized +12.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $11 Shares 70 Est. Cost $158.76 Unrealized
META Meta Platforms Inc. Class A 0.0%
Value ($000) $10 Shares 49 Est. Cost $184.16 Unrealized -8.2%
WEX WEX Inc. 0.0%
Value ($000) $10 Shares 56 Est. Cost $154.02 Unrealized +18.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $10 Shares 109 Est. Cost $57.59 Unrealized 0.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $9 Shares 21 Est. Cost $444.67 Unrealized
SITE SiteOne Landscape Supply, Inc. 0.0%
Value ($000) $9 Shares 68 Est. Cost $124.84 Unrealized +12.8%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $9 Shares 420 Est. Cost $22.12 Unrealized
MMS MAXIMUS, Inc. 0.0%
Value ($000) $9 Shares 115 Est. Cost $81.73 Unrealized -5.8%
CACI CACI INTL INC CL A 0.0%
Value ($000) $9 Shares 43 Est. Cost $274.44 Unrealized +7.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 91 Est. Cost $99.12 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $9 Shares 90 Est. Cost $99.64 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 78 Est. Cost $114.54 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $9 Shares 66 Est. Cost $134.08 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 45 Est. Cost $194.89 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $9 Shares 124 Est. Cost $70.29 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $9 Shares 87 Est. Cost $100.16 Unrealized
NANR SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $9 Shares 161 Est. Cost $44.12 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.0%
Value ($000) $8 Shares 88 Est. Cost $91.64 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $8 Shares 62 Est. Cost $86.35 Unrealized -5.4%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $7 Shares 32 Est. Cost $234.33 Unrealized
WNS HLDGS LTD SPON ADR 0.0%
Value ($000) $7 Shares 74 Est. Cost $74.63 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $7 Shares 43 Est. Cost $135.35 Unrealized
ADUS ADDUS HOMECARE CORP COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $83.87 Unrealized +24.5%
GNTX Gentex Corporation 0.0%
Value ($000) $6 Shares 75 Est. Cost $35.16 Unrealized -19.9%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $6 Shares 81 Est. Cost $138.89 Unrealized +20.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $158.01 Unrealized +0.8%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $115.91 Unrealized +0.4%
HGV Hilton Grand Vacations, Inc. 0.0%
Value ($000) $5 Shares 62 Est. Cost $35.98 Unrealized +25.9%
PCAR PACCAR INC COM 0.0%
Value ($000) $5 Shares 73 Est. Cost $59.36 Unrealized +8.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $302.05 Unrealized -0.7%
FDX Fedex Corporation 0.0%
Value ($000) $5 Shares 44 Est. Cost $230.54 Unrealized -17.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $5 Shares 86 Est. Cost $179.95 Unrealized +5.1%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $5 Shares 34 Est. Cost $139.03 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 126 Est. Cost $1867.55 Unrealized +28.2%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $216.40 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $246.53 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $4 Shares 71 Est. Cost $58.31 Unrealized -4.9%
MTZ MasTec, Inc. 0.0%
Value ($000) $4 Shares 44 Est. Cost $91.39 Unrealized +4.0%
MXL MaxLinear, Inc. 0.0%
Value ($000) $4 Shares 118 Est. Cost $62.72 Unrealized -42.2%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $4 Shares 148 Est. Cost $71.95 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $80.03 Unrealized -6.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 104 Est. Cost $30.76 Unrealized +6.3%
KR KROGER CO COM 0.0%
Value ($000) $4 Shares 78 Est. Cost $42.87 Unrealized +0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $151.91 Unrealized +6.2%
MET METLIFE INC COM 0.0%
Value ($000) $3 Shares 58 Est. Cost $65.10 Unrealized -5.1%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $3 Shares 85 Est. Cost $37.92 Unrealized -0.8%
AMAT Applied Materials Inc 0.0%
Value ($000) $3 Shares 40 Est. Cost $108.97 Unrealized +2.7%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.71 Unrealized
PRI Primerica, Inc. 0.0%
Value ($000) $3 Shares 18 Est. Cost $150.75 Unrealized +8.7%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $104.74 Unrealized 0.0%
KO COCA COLA CO COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $54.89 Unrealized +0.9%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $66.70 Unrealized +13.9%
ABBV ABBVIE INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $134.20 Unrealized +2.9%
PBH Prestige Consumer Healthcare Inc 0.0%
Value ($000) $3 Shares 48 Est. Cost $58.95 Unrealized +5.9%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $3 Shares 159 Est. Cost $17.05 Unrealized +11.5%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $3 Shares 84 Est. Cost $36.49 Unrealized -15.4%
VVV Valvoline, Inc. 0.0%
Value ($000) $3 Shares 82 Est. Cost $34.51 Unrealized +0.8%
THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $3 Shares 22 Est. Cost $62.25 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $181.71 Unrealized +11.6%
MRNA MODERNA INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $164.08 Unrealized +0.5%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $3 Shares 14 Est. Cost $124.78 Unrealized +2.0%
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $59.49 Unrealized +2.8%
AFL AFLAC INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $64.27 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $3 Shares 72 Est. Cost $31.13 Unrealized +4.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $733.79 Unrealized +2.2%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $291.87 Unrealized +7.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $2 Shares 5 Est. Cost $285.43 Unrealized +8.0%
TSLA TESLA INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $189.34 Unrealized -7.9%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $2 Shares 173 Est. Cost $89.86 Unrealized 0.0%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $162.92 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $148.71 Unrealized -33.1%
SRE SEMPRA COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $69.76 Unrealized 0.0%
ECL Ecolab Inc. 0.0%
Value ($000) $2 Shares 16 Est. Cost $203.96 Unrealized -26.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 3 Est. Cost $39.98 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $2 Shares 21 Est. Cost $64.34 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $28.11 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $152.30 Unrealized 0.0%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.70 Unrealized -10.2%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $276.18 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $10.07 Unrealized +1.3%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $29.32 Unrealized +11.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $80.37 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $2 Shares 4 Est. Cost $383.34 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $62.46 Unrealized +26.8%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $2 Shares 77 Est. Cost $19.43 Unrealized
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $76.28 Unrealized +4.1%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $121.42 Unrealized -2.7%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $131.45 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $104.01 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $70.19 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 57 Est. Cost $74.55 Unrealized
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $93.17 Unrealized +20.9%
PPL PPL CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.60 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $73.83 Unrealized
AAPL Apple Inc. 0.0%
Value ($000) $1 Shares 10 Est. Cost $151.91 Unrealized -4.2%
PIONEER NAT RES CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $204.17 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $139.23 Unrealized -0.7%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $59.26 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $101.01 Unrealized 0.0%
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.24 Unrealized -5.6%
TGNA TEGNA INC COM 0.0%
Value ($000) $1 Shares 59 Est. Cost $18.98 Unrealized -1.4%
CIGI COLLIERS INTL GROUP INC SUB VTG SHS 0.0%
Value ($000) $1 Shares 99 Est. Cost $137.64 Unrealized -22.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $242.08 Unrealized
QDEL QUIDELORTHO CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $87.00 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $27.14 Unrealized 0.0%
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $0 Shares 94 Est. Cost Unrealized