Cranbrook Wealth Management, LLC Diversified Active

CIK: 0001599084 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 14, 2025

Total Value ($000): $498,274 (100.0% shares, 0.0% debt)

Holdings (393)

IVV ISHARES TR 11.4%
Value ($000) $56,686 Shares 84,694 Est. Cost $346.20 Unrealized
BIV VANGUARD BD INDEX FDS 11.0%
Value ($000) $54,795 Shares 701,692 Est. Cost $80.28 Unrealized
IEFA ISHARES TR 7.1%
Value ($000) $35,201 Shares 403,175 Est. Cost $60.87 Unrealized
VO VANGUARD INDEX FDS 6.2%
Value ($000) $30,786 Shares 104,806 Est. Cost $163.98 Unrealized
BNDX VANGUARD CHARLOTTE FDS 4.1%
Value ($000) $20,351 Shares 411,460 Est. Cost $54.47 Unrealized
SCHF SCHWAB STRATEGIC TR 3.0%
Value ($000) $15,101 Shares 648,670 Est. Cost $24.15 Unrealized
VUG VANGUARD INDEX FDS 2.7%
Value ($000) $13,441 Shares 28,026 Est. Cost $109.79 Unrealized
IJR ISHARES TR 2.6%
Value ($000) $13,163 Shares 110,775 Est. Cost $85.64 Unrealized
VV VANGUARD INDEX FDS 2.4%
Value ($000) $11,873 Shares 38,567 Est. Cost $127.85 Unrealized
VTV VANGUARD INDEX FDS 2.1%
Value ($000) $10,403 Shares 55,785 Est. Cost $85.28 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $10,261 Shares 189,393 Est. Cost $40.20 Unrealized
XLK SELECT SECTOR SPDR TR 1.9%
Value ($000) $9,285 Shares 32,942 Est. Cost $132.99 Unrealized
EFG ISHARES TR 1.8%
Value ($000) $9,190 Shares 80,703 Est. Cost $71.29 Unrealized
GLD SPDR GOLD TR 1.7%
Value ($000) $8,688 Shares 24,440 Est. Cost $119.99 Unrealized
IAU ISHARES GOLD TR 1.7%
Value ($000) $8,315 Shares 114,265 Est. Cost $33.76 Unrealized
ISTB ISHARES TR 1.5%
Value ($000) $7,380 Shares 151,098 Est. Cost $49.87 Unrealized
VOE VANGUARD INDEX FDS 1.5%
Value ($000) $7,272 Shares 41,653 Est. Cost $81.10 Unrealized
IVW ISHARES TR 1.4%
Value ($000) $7,163 Shares 59,338 Est. Cost $73.26 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $7,048 Shares 27,679 Est. Cost $175.41 Unrealized +28.6%
VOT VANGUARD INDEX FDS 1.4%
Value ($000) $6,943 Shares 23,632 Est. Cost $95.80 Unrealized
HYG ISHARES TR 1.2%
Value ($000) $6,167 Shares 75,960 Est. Cost $85.53 Unrealized
BSV VANGUARD BD INDEX FDS 1.2%
Value ($000) $5,986 Shares 75,856 Est. Cost $78.52 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 1.2%
Value ($000) $5,797 Shares 89,188 Est. Cost $65.00 Unrealized
TIP ISHARES TR 1.1%
Value ($000) $5,296 Shares 47,614 Est. Cost $116.85 Unrealized
IJH ISHARES TR 1.0%
Value ($000) $5,076 Shares 77,785 Est. Cost $89.72 Unrealized
IVE ISHARES TR 1.0%
Value ($000) $4,932 Shares 23,882 Est. Cost $91.66 Unrealized
EFV ISHARES TR 0.9%
Value ($000) $4,583 Shares 67,571 Est. Cost $54.58 Unrealized
DSI ISHARES TR 0.9%
Value ($000) $4,539 Shares 36,042 Est. Cost $86.37 Unrealized
IEMG ISHARES INC 0.8%
Value ($000) $4,193 Shares 63,600 Est. Cost $52.33 Unrealized
IJJ ISHARES TR 0.8%
Value ($000) $3,944 Shares 30,403 Est. Cost $101.81 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,716 Shares 7,175 Est. Cost $258.95 Unrealized +96.5%
IJK ISHARES TR 0.7%
Value ($000) $3,694 Shares 38,519 Est. Cost $92.91 Unrealized
IWB ISHARES TR 0.7%
Value ($000) $3,613 Shares 9,886 Est. Cost $157.13 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $3,567 Shares 14,743 Est. Cost $141.28 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $3,518 Shares 11,154 Est. Cost $155.52 Unrealized +90.3%
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $3,506 Shares 16,798 Est. Cost $97.92 Unrealized
VTIP VANGUARD MALVERN FDS 0.6%
Value ($000) $3,149 Shares 62,193 Est. Cost $49.72 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $3,070 Shares 13,261 Est. Cost $142.61 Unrealized +41.6%
VBK VANGUARD INDEX FDS 0.6%
Value ($000) $2,956 Shares 9,932 Est. Cost $125.96 Unrealized
VB VANGUARD INDEX FDS 0.5%
Value ($000) $2,534 Shares 9,964 Est. Cost $142.75 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,420 Shares 3,633 Est. Cost $407.95 Unrealized
ESGD ISHARES TR 0.5%
Value ($000) $2,371 Shares 25,500 Est. Cost $66.36 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $2,207 Shares 36,837 Est. Cost $37.99 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,023 Shares 23,191 Est. Cost $61.63 Unrealized
ESGU ISHARES TR 0.4%
Value ($000) $1,826 Shares 12,539 Est. Cost $106.19 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,758 Shares 4,755 Est. Cost $302.82 Unrealized +27.0%
SPTI SPDR SERIES TRUST 0.3%
Value ($000) $1,685 Shares 58,296 Est. Cost $29.83 Unrealized
IJT ISHARES TR 0.3%
Value ($000) $1,678 Shares 11,855 Est. Cost $116.51 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,648 Shares 12,307 Est. Cost $97.84 Unrealized +33.5%
MUB ISHARES TR 0.3%
Value ($000) $1,578 Shares 14,819 Est. Cost $104.48 Unrealized
EAGG ISHARES TR 0.3%
Value ($000) $1,578 Shares 32,851 Est. Cost $48.20 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $1,574 Shares 14,234 Est. Cost $95.99 Unrealized
IWP ISHARES TR 0.3%
Value ($000) $1,429 Shares 10,035 Est. Cost $92.61 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,223 Shares 6,552 Est. Cost $101.40 Unrealized +71.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,196 Shares 4,237 Est. Cost $106.01 Unrealized +144.8%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,100 Shares 5,008 Est. Cost $143.57 Unrealized +57.7%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,063 Shares 2,228 Est. Cost $340.13 Unrealized +25.1%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,049 Shares 4,863 Est. Cost $78.57 Unrealized
ESML ISHARES TR 0.2%
Value ($000) $1,022 Shares 22,674 Est. Cost $29.29 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,019 Shares 20,360 Est. Cost $50.39 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $982 Shares 5,866 Est. Cost $106.70 Unrealized +44.6%
DTE DTE ENERGY CO 0.2%
Value ($000) $915 Shares 6,469 Est. Cost $116.43 Unrealized +15.9%
ECL ECOLAB INC 0.2%
Value ($000) $911 Shares 3,326 Est. Cost $231.16 Unrealized +16.9%
HYDB ISHARES TR 0.2%
Value ($000) $882 Shares 18,444 Est. Cost $47.59 Unrealized
VMC VULCAN MATLS CO 0.2%
Value ($000) $858 Shares 2,790 Est. Cost $252.64 Unrealized +12.1%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $774 Shares 1,264 Est. Cost $381.02 Unrealized
WSO WATSCO INC 0.2%
Value ($000) $762 Shares 1,884 Est. Cost $464.61 Unrealized -8.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $754 Shares 1 Est. Cost $533852.10 Unrealized +36.2%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $744 Shares 9,501 Est. Cost $57.80 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $720 Shares 13,488 Est. Cost $35.92 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $678 Shares 7,020 Est. Cost $78.17 Unrealized
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $622 Shares 17,507 Est. Cost $26.40 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $617 Shares 6,509 Est. Cost $57.64 Unrealized +60.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $613 Shares 3,308 Est. Cost $122.44 Unrealized +38.4%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $591 Shares 8,275 Est. Cost $48.64 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $558 Shares 2,726 Est. Cost $122.92 Unrealized +47.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $555 Shares 1,103 Est. Cost $283.02 Unrealized +71.1%
IWO ISHARES TR 0.1%
Value ($000) $538 Shares 1,681 Est. Cost $140.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $506 Shares 1,044 Est. Cost $557.90 Unrealized -16.7%
STE STERIS PLC 0.1%
Value ($000) $502 Shares 2,028 Est. Cost $214.27 Unrealized +11.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $499 Shares 7,294 Est. Cost $46.04 Unrealized +46.4%
HEFA ISHARES TR 0.1%
Value ($000) $498 Shares 12,572 Est. Cost $26.57 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $495 Shares 813 Est. Cost $451.63 Unrealized +24.7%
HD HOME DEPOT INC 0.1%
Value ($000) $492 Shares 1,214 Est. Cost $90.05 Unrealized +332.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $470 Shares 1,548 Est. Cost $172.38 Unrealized +74.8%
PEP PEPSICO INC 0.1%
Value ($000) $448 Shares 3,193 Est. Cost $75.07 Unrealized +87.1%
SPTS SPDR SERIES TRUST 0.1%
Value ($000) $420 Shares 14,335 Est. Cost $29.14 Unrealized
VAW VANGUARD WORLD FD 0.1%
Value ($000) $419 Shares 2,047 Est. Cost $104.01 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $415 Shares 2,970 Est. Cost $65.73 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $403 Shares 1,228 Est. Cost $200.94 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $403 Shares 4,494 Est. Cost $47.56 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $388 Shares 2,391 Est. Cost $123.46 Unrealized +33.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $377 Shares 407 Est. Cost $767.63 Unrealized +24.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $374 Shares 3,317 Est. Cost $73.12 Unrealized +50.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $369 Shares 1,517 Est. Cost $117.53 Unrealized +78.0%
DTM DT MIDSTREAM INC 0.1%
Value ($000) $351 Shares 3,107 Est. Cost $87.56 Unrealized +17.8%
MRK MERCK & CO INC 0.1%
Value ($000) $337 Shares 4,011 Est. Cost $97.27 Unrealized -16.7%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $336 Shares 36,924 Est. Cost $7.00 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $325 Shares 2,228 Est. Cost $81.04 Unrealized
ALC ALCON AG 0.1%
Value ($000) $319 Shares 4,280 Est. Cost $89.56 Unrealized -6.8%
T AT&T INC 0.1%
Value ($000) $303 Shares 10,718 Est. Cost $23.10 Unrealized +21.5%
ORCL ORACLE CORP 0.1%
Value ($000) $297 Shares 1,055 Est. Cost $38.73 Unrealized +556.3%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $295 Shares 6,249 Est. Cost $12.92 Unrealized +246.4%
FRME FIRST MERCHANTS CORP 0.1%
Value ($000) $291 Shares 7,707 Est. Cost $31.84 Unrealized +23.3%
TSLA TESLA INC 0.1%
Value ($000) $279 Shares 627 Est. Cost $336.85 Unrealized +3.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $276 Shares 3,281 Est. Cost $69.68 Unrealized +5.5%
HEEM ISHARES INC 0.1%
Value ($000) $275 Shares 8,173 Est. Cost $30.10 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $270 Shares 354 Est. Cost $475.56 Unrealized +56.1%
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $258 Shares 5,560 Est. Cost $42.35 Unrealized
WMT WALMART INC 0.1%
Value ($000) $257 Shares 2,489 Est. Cost $50.49 Unrealized +96.6%
ESGE ISHARES INC 0.1%
Value ($000) $255 Shares 5,864 Est. Cost $29.33 Unrealized
HOLX HOLOGIC INC 0.1%
Value ($000) $254 Shares 3,768 Est. Cost $79.20 Unrealized -16.2%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $253 Shares 750 Est. Cost $258.84 Unrealized +31.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $251 Shares 1,266 Est. Cost $256.29 Unrealized -22.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $247 Shares 3,738 Est. Cost $48.45 Unrealized +26.8%
EFA ISHARES TR 0.0%
Value ($000) $242 Shares 2,589 Est. Cost $60.11 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $242 Shares 1,736 Est. Cost $119.68 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $239 Shares 300 Est. Cost $337.25 Unrealized +117.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $237 Shares 2,109 Est. Cost $55.38 Unrealized +95.4%
IDXX IDEXX LABS INC 0.0%
Value ($000) $237 Shares 371 Est. Cost $497.88 Unrealized +21.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $234 Shares 2,905 Est. Cost $51.92 Unrealized +37.4%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $234 Shares 1,609 Est. Cost $22.11 Unrealized +453.5%
INTC INTEL CORP 0.0%
Value ($000) $227 Shares 6,770 Est. Cost $28.38 Unrealized -14.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $223 Shares 1,759 Est. Cost $118.48 Unrealized +15.8%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $221 Shares 296 Est. Cost $365.76 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $221 Shares 922 Est. Cost $190.50 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $206 Shares 550 Est. Cost $256.77 Unrealized +41.5%
F FORD MTR CO 0.0%
Value ($000) $202 Shares 16,901 Est. Cost $9.44 Unrealized +20.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $194 Shares 1,274 Est. Cost $43.45 Unrealized +236.2%
RKT ROCKET COS INC 0.0%
Value ($000) $187 Shares 9,644 Est. Cost $9.18 Unrealized +90.0%
DVY ISHARES TR 0.0%
Value ($000) $182 Shares 1,281 Est. Cost $96.15 Unrealized
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $171 Shares 14,025 Est. Cost $4.92 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $171 Shares 285 Est. Cost $358.43 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $166 Shares 751 Est. Cost $219.42 Unrealized +1.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $166 Shares 1,025 Est. Cost $118.80 Unrealized +35.8%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $166 Shares 3,933 Est. Cost $33.97 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $160 Shares 1,590 Est. Cost $78.93 Unrealized +25.6%
TFLR T ROWE PRICE ETF INC 0.0%
Value ($000) $160 Shares 3,102 Est. Cost $51.60 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $153 Shares 1,233 Est. Cost $68.53 Unrealized +74.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $152 Shares 988 Est. Cost $137.16 Unrealized +12.9%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $150 Shares 2,969 Est. Cost $49.64 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $145 Shares 1,030 Est. Cost $179.69 Unrealized -15.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $131 Shares 1,464 Est. Cost $75.16 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $130 Shares 4,832 Est. Cost $26.84 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $129 Shares 534 Est. Cost $240.75 Unrealized -4.0%
KO COCA COLA CO 0.0%
Value ($000) $128 Shares 1,928 Est. Cost $63.31 Unrealized +7.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $125 Shares 650 Est. Cost $54.25 Unrealized +221.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $124 Shares 477 Est. Cost $81.30 Unrealized +216.5%
MS MORGAN STANLEY 0.0%
Value ($000) $124 Shares 780 Est. Cost $74.61 Unrealized +96.3%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $123 Shares 790 Est. Cost $143.25 Unrealized +6.3%
GOOG ALPHABET INC 0.0%
Value ($000) $122 Shares 501 Est. Cost $125.75 Unrealized +66.9%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $119 Shares 1,425 Est. Cost $32.26 Unrealized +149.4%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $119 Shares 15,816 Est. Cost $2.61 Unrealized +179.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $118 Shares 402 Est. Cost $190.85 Unrealized +56.0%
AVGO BROADCOM INC 0.0%
Value ($000) $117 Shares 355 Est. Cost $162.90 Unrealized +87.7%
PFE PFIZER INC 0.0%
Value ($000) $115 Shares 4,512 Est. Cost $20.23 Unrealized +19.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $111 Shares 2,430 Est. Cost $39.58 Unrealized +12.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $109 Shares 244 Est. Cost $459.07 Unrealized +4.5%
IWV ISHARES TR 0.0%
Value ($000) $104 Shares 275 Est. Cost $110.54 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $104 Shares 1,036 Est. Cost $103.59 Unrealized
FYT FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $102 Shares 1,820 Est. Cost $30.22 Unrealized
RDOG ALPS ETF TR 0.0%
Value ($000) $101 Shares 3,762 Est. Cost $23.18 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $101 Shares 1,974 Est. Cost $51.09 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $100 Shares 200 Est. Cost $510.82 Unrealized -12.3%
DGRO ISHARES TR 0.0%
Value ($000) $98 Shares 1,443 Est. Cost $44.74 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $96 Shares 2,136 Est. Cost $42.62 Unrealized +6.8%
META META PLATFORMS INC 0.0%
Value ($000) $94 Shares 128 Est. Cost $456.44 Unrealized +62.8%
CHAT TIDAL TRUST II 0.0%
Value ($000) $94 Shares 1,528 Est. Cost $61.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $94 Shares 2,130 Est. Cost $39.42 Unrealized +7.8%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $92 Shares 830 Est. Cost $120.30 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $88 Shares 340 Est. Cost $226.64 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $88 Shares 647 Est. Cost $88.40 Unrealized
PMT PENNYMAC MTG INVT TR 0.0%
Value ($000) $86 Shares 7,027 Est. Cost $10.67 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $84 Shares 735 Est. Cost $94.53 Unrealized +23.8%
BLK BLACKROCK INC 0.0%
Value ($000) $83 Shares 71 Est. Cost $989.87 Unrealized +12.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $83 Shares 873 Est. Cost $92.92 Unrealized +0.4%
CMS CMS ENERGY CORP 0.0%
Value ($000) $82 Shares 1,113 Est. Cost $60.80 Unrealized +16.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $81 Shares 1,611 Est. Cost $27.03 Unrealized +70.6%
CMA COMERICA INC 0.0%
Value ($000) $81 Shares 1,184 Est. Cost $47.20 Unrealized +40.3%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $80 Shares 1,766 Est. Cost $42.59 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $74 Shares 550 Est. Cost $74.98 Unrealized +40.7%
IYM ISHARES TR 0.0%
Value ($000) $73 Shares 495 Est. Cost $80.84 Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $72 Shares 763 Est. Cost $88.75 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $72 Shares 808 Est. Cost $79.76 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $69 Shares 171 Est. Cost $321.95 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $68 Shares 824 Est. Cost $78.08 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $66 Shares 529 Est. Cost $120.83 Unrealized +4.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $64 Shares 382 Est. Cost $155.97 Unrealized +0.8%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $63 Shares 180 Est. Cost $173.07 Unrealized +98.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $62 Shares 654 Est. Cost $78.07 Unrealized +16.9%
BAC BANK AMERICA CORP 0.0%
Value ($000) $62 Shares 1,196 Est. Cost $40.21 Unrealized +20.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $61 Shares 290 Est. Cost $160.95 Unrealized +28.7%
BA BOEING CO 0.0%
Value ($000) $61 Shares 282 Est. Cost $120.78 Unrealized +86.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $61 Shares 3,505 Est. Cost $6.42 Unrealized +162.0%
C CITIGROUP INC 0.0%
Value ($000) $60 Shares 595 Est. Cost $50.50 Unrealized +86.4%
NFLX NETFLIX INC 0.0%
Value ($000) $60 Shares 50 Est. Cost $45.12 Unrealized +170.5%
HSY HERSHEY CO 0.0%
Value ($000) $59 Shares 314 Est. Cost $73.98 Unrealized +142.8%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $59 Shares 1,866 Est. Cost $34.07 Unrealized -2.7%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $58 Shares 1,352 Est. Cost $27.31 Unrealized +66.5%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $55 Shares 187 Est. Cost $181.96 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $50 Shares 1,104 Est. Cost $66.60 Unrealized -37.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $49 Shares 318 Est. Cost $153.27 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $48 Shares 6,637 Est. Cost $5.05 Unrealized +32.6%
SCZ ISHARES TR 0.0%
Value ($000) $48 Shares 623 Est. Cost $56.95 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $48 Shares 562 Est. Cost $90.48 Unrealized -2.1%
IWF ISHARES TR 0.0%
Value ($000) $47 Shares 100 Est. Cost $305.10 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $47 Shares 506 Est. Cost $71.92 Unrealized +21.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $46 Shares 856 Est. Cost $53.03 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $45 Shares 375 Est. Cost $120.50 Unrealized
BNO UNITED STS BRENT OIL FD LP 0.0%
Value ($000) $45 Shares 1,503 Est. Cost $12.53 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $45 Shares 446 Est. Cost $109.56 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $43 Shares 1,119 Est. Cost $25.42 Unrealized +47.3%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $28.88 Unrealized +49.6%
MXI ISHARES TR 0.0%
Value ($000) $43 Shares 463 Est. Cost $62.27 Unrealized
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $42 Shares 3,000 Est. Cost $28.95 Unrealized -48.6%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $39 Shares 462 Est. Cost $46.44 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $38 Shares 264 Est. Cost $102.84 Unrealized +25.2%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $20.36 Unrealized +80.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $38 Shares 1,929 Est. Cost $14.31 Unrealized -4.8%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 399 Est. Cost $79.70 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $36 Shares 380 Est. Cost $72.66 Unrealized +30.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $35 Shares 105 Est. Cost $188.35 Unrealized +68.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $33 Shares 400 Est. Cost $54.89 Unrealized +50.7%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $33 Shares 1,445 Est. Cost $45.74 Unrealized -41.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $33 Shares 139 Est. Cost $56.79 Unrealized +313.9%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $31 Shares 300 Est. Cost $47.97 Unrealized
MMM 3M CO 0.0%
Value ($000) $31 Shares 202 Est. Cost $96.88 Unrealized +58.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $31 Shares 300 Est. Cost $93.15 Unrealized +1.7%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $30 Shares 180 Est. Cost $172.73 Unrealized +1.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $30 Shares 87 Est. Cost $427.71 Unrealized -30.1%
SPYX SPDR SERIES TRUST 0.0%
Value ($000) $30 Shares 540 Est. Cost $43.77 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $40.42 Unrealized -45.9%
NRG NRG ENERGY INC 0.0%
Value ($000) $28 Shares 175 Est. Cost $35.00 Unrealized +343.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $28 Shares 150 Est. Cost $170.42 Unrealized +13.4%
HPQ HP INC 0.0%
Value ($000) $27 Shares 1,005 Est. Cost $14.18 Unrealized +84.3%
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $26 Shares 1,091 Est. Cost $23.80 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 140 Est. Cost $36.30 Unrealized +346.5%
TEM TEMPUS AI INC 0.0%
Value ($000) $25 Shares 306 Est. Cost $70.04 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $25 Shares 1,005 Est. Cost $6.50 Unrealized +236.8%
ACWI ISHARES TR 0.0%
Value ($000) $24 Shares 171 Est. Cost $138.25 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 301 Est. Cost $78.41 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $22 Shares 711 Est. Cost $32.18 Unrealized
GSK GSK PLC 0.0%
Value ($000) $22 Shares 508 Est. Cost $29.53 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $22 Shares 46 Est. Cost $448.06 Unrealized +5.0%
ZTS ZOETIS INC 0.0%
Value ($000) $22 Shares 148 Est. Cost $167.20 Unrealized -10.0%
KR KROGER CO 0.0%
Value ($000) $22 Shares 320 Est. Cost $31.21 Unrealized +121.3%
USB US BANCORP DEL 0.0%
Value ($000) $21 Shares 442 Est. Cost $46.35 Unrealized 0.0%
ARTY ISHARES TR 0.0%
Value ($000) $21 Shares 457 Est. Cost $30.54 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $21 Shares 164 Est. Cost $122.88 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $21 Shares 443 Est. Cost $30.56 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $20 Shares 150 Est. Cost $126.39 Unrealized 0.0%
LEA LEAR CORP 0.0%
Value ($000) $20 Shares 201 Est. Cost $93.67 Unrealized +9.5%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $20 Shares 180 Est. Cost $72.22 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $20 Shares 200 Est. Cost $96.29 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $20 Shares 463 Est. Cost $23.76 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $20 Shares 196 Est. Cost $99.81 Unrealized
KELLANOVA 0.0%
Value ($000) $19 Shares 235 Est. Cost $62.42 Unrealized +25.9%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $19 Shares 1,313 Est. Cost $20.56 Unrealized
KC KINGSOFT CLOUD HLDGS LTD 0.0%
Value ($000) $19 Shares 1,266 Est. Cost $14.92 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $18 Shares 401 Est. Cost $37.56 Unrealized +12.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $18 Shares 106 Est. Cost $125.19 Unrealized +2.1%
SHY ISHARES TR 0.0%
Value ($000) $18 Shares 212 Est. Cost $84.70 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $17 Shares 278 Est. Cost $59.77 Unrealized +6.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $17 Shares 50 Est. Cost $238.96 Unrealized +31.3%
V VISA INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $281.13 Unrealized +22.8%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $17 Shares 591 Est. Cost $27.55 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $17 Shares 226 Est. Cost $71.91 Unrealized
HYXF ISHARES TR 0.0%
Value ($000) $17 Shares 352 Est. Cost $45.61 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $16 Shares 50 Est. Cost $63.12 Unrealized +369.4%
AEE AMEREN CORP 0.0%
Value ($000) $16 Shares 150 Est. Cost $93.72 Unrealized +5.2%
IEI ISHARES TR 0.0%
Value ($000) $16 Shares 130 Est. Cost $122.82 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $15 Shares 37 Est. Cost $280.95 Unrealized +38.3%
BAX BAXTER INTL INC 0.0%
Value ($000) $15 Shares 658 Est. Cost $40.42 Unrealized -37.6%
ZS ZSCALER INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $193.56 Unrealized +47.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $15 Shares 162 Est. Cost $91.98 Unrealized -2.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $15 Shares 69 Est. Cost $140.23 Unrealized +42.8%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 174 Est. Cost $80.27 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $15 Shares 312 Est. Cost $51.21 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $14 Shares 149 Est. Cost $74.14 Unrealized
MET METLIFE INC 0.0%
Value ($000) $14 Shares 175 Est. Cost $51.22 Unrealized +52.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $14 Shares 99 Est. Cost $115.85 Unrealized +14.2%
IYH ISHARES TR 0.0%
Value ($000) $14 Shares 243 Est. Cost $72.85 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $14 Shares 484 Est. Cost $22.07 Unrealized +22.2%
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $13 Shares 235 Est. Cost $57.23 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $13 Shares 46 Est. Cost $138.22 Unrealized +92.4%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $13 Shares 188 Est. Cost $59.57 Unrealized +7.2%
COFS CHOICEONE FINL SVCS INC 0.0%
Value ($000) $13 Shares 434 Est. Cost $29.35 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value ($000) $12 Shares 162 Est. Cost $36.95 Unrealized +107.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $12 Shares 147 Est. Cost $88.13 Unrealized 0.0%
ACWX ISHARES TR 0.0%
Value ($000) $12 Shares 182 Est. Cost $58.13 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $12 Shares 446 Est. Cost $30.47 Unrealized -13.1%
EFAX SPDR INDEX SHS FDS 0.0%
Value ($000) $11 Shares 228 Est. Cost $37.04 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $11 Shares 177 Est. Cost $36.75 Unrealized +57.3%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $11 Shares 16 Est. Cost $428.22 Unrealized +63.3%
NOW SERVICENOW INC 0.0%
Value ($000) $11 Shares 12 Est. Cost $169.54 Unrealized +10.2%
KLAC KLA CORP 0.0%
Value ($000) $11 Shares 10 Est. Cost $775.08 Unrealized +20.0%
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $11 Shares 142 Est. Cost $74.90 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $11 Shares 45 Est. Cost $188.69 Unrealized +21.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $10 Shares 227 Est. Cost $34.88 Unrealized +28.3%
AIQ GLOBAL X FDS 0.0%
Value ($000) $10 Shares 200 Est. Cost $37.17 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $10 Shares 66 Est. Cost $97.26 Unrealized +39.4%
CPRT COPART INC 0.0%
Value ($000) $10 Shares 217 Est. Cost $51.93 Unrealized -9.2%
MKL MARKEL GROUP INC 0.0%
Value ($000) $10 Shares 5 Est. Cost $1565.15 Unrealized +25.3%
GE GE AEROSPACE 0.0%
Value ($000) $9 Shares 31 Est. Cost $195.73 Unrealized +39.3%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 67 Est. Cost $137.75 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $9 Shares 94 Est. Cost $86.10 Unrealized +20.3%
DE DEERE & CO 0.0%
Value ($000) $9 Shares 20 Est. Cost $382.67 Unrealized +28.0%
CB CHUBB LIMITED 0.0%
Value ($000) $9 Shares 32 Est. Cost $276.25 Unrealized -0.4%
TOTALENERGIES SE 0.0%
Value ($000) $9 Shares 151 Est. Cost $68.83 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $9 Shares 6 Est. Cost $1710.97 Unrealized -12.1%
ADBE ADOBE INC 0.0%
Value ($000) $9 Shares 25 Est. Cost $487.02 Unrealized -26.3%
AMPL AMPLITUDE INC 0.0%
Value ($000) $8 Shares 786 Est. Cost $11.86 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $8 Shares 207 Est. Cost $25.49 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $8 Shares 28 Est. Cost $378.08 Unrealized -20.1%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $8 Shares 600 Est. Cost $14.41 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $7 Shares 36 Est. Cost $190.88 Unrealized +11.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $7 Shares 29 Est. Cost $272.70 Unrealized -4.4%
BC BRUNSWICK CORP 0.0%
Value ($000) $7 Shares 112 Est. Cost $49.68 Unrealized +23.6%
CRH CRH PLC 0.0%
Value ($000) $7 Shares 59 Est. Cost $95.29 Unrealized +10.8%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $7 Shares 3 Est. Cost $1947.25 Unrealized +23.3%
ELVR ELEVRA LITHIUM LTD 0.0%
Value ($000) $7 Shares 288 Est. Cost $24.01 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $7 Shares 7 Est. Cost $956.89 Unrealized +4.6%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $7 Shares 5 Est. Cost $1152.37 Unrealized +18.4%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $7 Shares 38 Est. Cost $148.59 Unrealized +10.8%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $7 Shares 15 Est. Cost $304.73 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $6 Shares 216 Est. Cost $21.34 Unrealized +60.9%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $6 Shares 19 Est. Cost $295.72 Unrealized +22.6%
ONON ON HLDG AG 0.0%
Value ($000) $6 Shares 143 Est. Cost $52.97 Unrealized -10.2%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $6 Shares 14 Est. Cost $441.12 Unrealized +2.7%
IAGG ISHARES TR 0.0%
Value ($000) $6 Shares 115 Est. Cost $52.17 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 636 Est. Cost $6.29 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $5 Shares 17 Est. Cost $259.07 Unrealized +22.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $234.38 Unrealized +2.5%
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 508 Est. Cost $13.04 Unrealized -26.7%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $118.85 Unrealized +9.7%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $73.38 Unrealized +40.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $212.91 Unrealized +12.2%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $240.25 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $666.84 Unrealized +21.2%
TRS TRIMAS CORP 0.0%
Value ($000) $5 Shares 121 Est. Cost $30.41 Unrealized +16.8%
BX BLACKSTONE INC 0.0%
Value ($000) $5 Shares 27 Est. Cost $142.03 Unrealized +19.3%
DUOL DUOLINGO INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $318.27 Unrealized +5.1%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $4 Shares 37 Est. Cost $165.82 Unrealized -20.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $4 Shares 75 Est. Cost $51.55 Unrealized +31.2%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $4 Shares 374 Est. Cost $11.60 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $160.17 Unrealized +11.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $4 Shares 13 Est. Cost $313.31 Unrealized -4.2%
LFUS LITTELFUSE INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $257.62 Unrealized -2.8%
GPC GENUINE PARTS CO 0.0%
Value ($000) $4 Shares 28 Est. Cost $132.76 Unrealized -0.3%
MSTR STRATEGY INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $371.01 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $4 Shares 55 Est. Cost $152.54 Unrealized -51.6%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $4 Shares 27 Est. Cost $154.99 Unrealized -15.4%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $4 Shares 49 Est. Cost $62.21 Unrealized +17.8%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.43 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $3 Shares 643 Est. Cost $16.60 Unrealized -66.8%
CMTG CLAROS MTG TR INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $17.00 Unrealized
KCE SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 20 Est. Cost $124.90 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $3 Shares 4 Est. Cost $648.59 Unrealized +13.3%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $75.10 Unrealized -8.0%
VOXR VOX ROYALTY CORP 0.0%
Value ($000) $3 Shares 700 Est. Cost $2.69 Unrealized +26.9%
VEON VEON LTD 0.0%
Value ($000) $3 Shares 55 Est. Cost $24.02 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $81.37 Unrealized
BP BP PLC 0.0%
Value ($000) $3 Shares 82 Est. Cost $36.59 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $3 Shares 222 Est. Cost $63.18 Unrealized -77.0%
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.17 Unrealized -9.3%
CI THE CIGNA GROUP 0.0%
Value ($000) $2 Shares 9 Est. Cost $253.47 Unrealized +15.7%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $243.37 Unrealized -4.1%
RACE FERRARI N V 0.0%
Value ($000) $2 Shares 4 Est. Cost $451.22 Unrealized +6.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $185.05 Unrealized +17.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $2 Shares 41 Est. Cost $26.03 Unrealized +84.4%
OGN ORGANON & CO 0.0%
Value ($000) $2 Shares 169 Est. Cost $26.12 Unrealized -62.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 10 Est. Cost $72.40 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $167.48 Unrealized +16.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $55.35 Unrealized -18.7%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $2 Shares 53 Est. Cost $29.87 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $2 Shares 15 Est. Cost $150.56 Unrealized -30.2%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 85 Est. Cost $54.24 Unrealized -73.8%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.50 Unrealized +9.9%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1 Shares 31 Est. Cost $26.87 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $73.75 Unrealized +42.7%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $245.29 Unrealized -5.5%
EIX EDISON INTL 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.70 Unrealized -6.4%
NEOG NEOGEN CORP 0.0%
Value ($000) $1 Shares 134 Est. Cost $38.75 Unrealized -86.2%
DOW DOW INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $24.31 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 120 Est. Cost $4.98 Unrealized -3.7%
INMB INMUNE BIO INC 0.0%
Value ($000) $1 Shares 350 Est. Cost $7.11 Unrealized -67.8%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $90.84 Unrealized +46.8%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $1 Shares 76 Est. Cost $18.42 Unrealized -49.0%
NWSA NEWS CORP NEW 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.40 Unrealized +7.9%
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.31 Unrealized +72.6%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 35 Est. Cost $7.23 Unrealized -84.6%
TDC TERADATA CORP DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $42.83 Unrealized -49.7%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.38 Unrealized -24.2%