TIAA TRUST, NATIONAL ASSOCIATION Diversified Active

CIK: 0001997405 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $38,395,536 (100.0% shares, 0.0% debt)

Holdings (639)

IEFA ISHARES TR CORE MSCI EAFE ETF 10.2%
Value ($000) $3,901,637 Shares 46,789,572 Est. Cost $64.63 Unrealized
MBB ISHARES MBS ETF 5.8%
Value ($000) $2,245,510 Shares 23,964,909 Est. Cost $92.79 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS 5.2%
Value ($000) $1,980,963 Shares 33,093,734 Est. Cost $48.94 Unrealized
VUG VANGUARD GROWTH ETF 4.1%
Value ($000) $1,586,883 Shares 3,619,723 Est. Cost $279.61 Unrealized
IWY ISHARES RUSSELL TOP 200 GROW 3.9%
Value ($000) $1,504,278 Shares 6,102,300 Est. Cost $160.32 Unrealized
USIG ISHARES TR BROAD USD INBD ETFVT GRADE 3.1%
Value ($000) $1,189,420 Shares 23,177,950 Est. Cost $50.91 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 3.0%
Value ($000) $1,156,112 Shares 6,541,318 Est. Cost $142.80 Unrealized
VEA VANGUARD INTL FD FTSE DEVELOPED MKTS 2.9%
Value ($000) $1,132,210 Shares 19,859,881 Est. Cost $43.72 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP 2.8%
Value ($000) $1,073,162 Shares 14,807,882 Est. Cost $67.32 Unrealized
IWX ISHARES RUSSELL TOP 200 VALU 2.8%
Value ($000) $1,063,429 Shares 12,631,293 Est. Cost $70.07 Unrealized
ESGU ISHARES ESG AWARE MSCI USA 2.2%
Value ($000) $843,976 Shares 6,274,672 Est. Cost $102.72 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 2.2%
Value ($000) $837,612 Shares 1,980,891 Est. Cost $265.99 Unrealized
AGG ISHARES CORE U.S. AGGREGATE 2.1%
Value ($000) $808,043 Shares 8,153,181 Est. Cost $95.04 Unrealized
GOVT ISHARES TR U S TREAS BD ETF 1.8%
Value ($000) $705,040 Shares 30,751,087 Est. Cost $22.93 Unrealized
VTEB VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX 1.6%
Value ($000) $610,703 Shares 12,455,750 Est. Cost $49.36 Unrealized
MUB ISHARES NATIONAL MUNI BOND E 1.4%
Value ($000) $550,099 Shares 5,265,134 Est. Cost $103.57 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WOR 1.4%
Value ($000) $549,861 Shares 13,580,167 Est. Cost $31.89 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH 1.4%
Value ($000) $522,937 Shares 4,788,802 Est. Cost $71.62 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE 1.2%
Value ($000) $471,366 Shares 9,530,244 Est. Cost $39.95 Unrealized
IWS ISHARES RUSSELL MID-CAP VALU 1.2%
Value ($000) $448,338 Shares 3,393,013 Est. Cost $104.34 Unrealized
VOO VANGUARD S&P 500 ETF 1.1%
Value ($000) $439,415 Shares 773,577 Est. Cost $393.95 Unrealized
VO VANGUARD MID-CAP ETF 1.1%
Value ($000) $426,404 Shares 1,523,798 Est. Cost $208.24 Unrealized
IWN ISHARES RUSSELL 2000 VALUE E 1.1%
Value ($000) $421,515 Shares 2,672,631 Est. Cost $138.48 Unrealized
IVV ISHARES TR CORE S&P 500 ETF 1.0%
Value ($000) $401,676 Shares 646,928 Est. Cost $446.88 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 1.0%
Value ($000) $392,582 Shares 1,375,677 Est. Cost $229.85 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $378,783 Shares 1,846,239 Est. Cost $181.41 Unrealized +11.0%
VONV VANGUARD RUSSELL 1000 VALUE 1.0%
Value ($000) $374,996 Shares 4,400,842 Est. Cost $70.24 Unrealized
SUB ISHARES SHORT-TERM NATIONAL 0.9%
Value ($000) $362,861 Shares 3,412,277 Est. Cost $105.01 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $360,321 Shares 724,398 Est. Cost $332.86 Unrealized +29.9%
ESGD ISHARES TR ESG AWARE MSCI EAFE ETF 0.9%
Value ($000) $353,161 Shares 3,964,182 Est. Cost $69.62 Unrealized
IWP ISHARES RUSSELL MID-CAP GROW 0.9%
Value ($000) $352,266 Shares 2,540,797 Est. Cost $91.35 Unrealized
USHY ISHARES TR BROAD USD HIGH YIELD CORPORATE 0.9%
Value ($000) $331,994 Shares 8,868,136 Est. Cost $36.81 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.9%
Value ($000) $328,137 Shares 3,567,868 Est. Cost $69.25 Unrealized
VV VANGUARD LARGE-CAP ETF 0.8%
Value ($000) $320,403 Shares 1,123,039 Est. Cost $224.23 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND 0.8%
Value ($000) $295,347 Shares 4,048,052 Est. Cost $56.74 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.7%
Value ($000) $275,361 Shares 1,674,337 Est. Cost $131.15 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK 0.6%
Value ($000) $248,650 Shares 818,117 Est. Cost $220.17 Unrealized
NULG NUVEEN ESG LRG-CAP GRW ETF 0.6%
Value ($000) $236,076 Shares 2,512,786 Est. Cost $63.24 Unrealized
NVDA NVIDIA CORP 0.6%
Value ($000) $235,681 Shares 1,491,750 Est. Cost $98.80 Unrealized +27.4%
IWD ISHARES RUSSELL 1000 VALUE E 0.6%
Value ($000) $227,212 Shares 1,172,858 Est. Cost $151.82 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP 0.6%
Value ($000) $223,290 Shares 942,231 Est. Cost $195.08 Unrealized
IQLT ISHARES MSCI INTERNATIONAL Q 0.6%
Value ($000) $217,785 Shares 5,038,993 Est. Cost $34.05 Unrealized
SPEM SPDR INDEX SHS FDS S&P EMERGING MKTS 0.6%
Value ($000) $211,758 Shares 4,954,573 Est. Cost $34.62 Unrealized
SPYV SPDR PORT S&P 500 VALUE 0.5%
Value ($000) $200,108 Shares 3,823,232 Est. Cost $45.75 Unrealized
AMZN AMAZON COM INC COM 0.5%
Value ($000) $195,736 Shares 892,179 Est. Cost $144.24 Unrealized +37.2%
SPYG SPDR PORTFOLIO S&P 500 GROWT 0.5%
Value ($000) $193,585 Shares 2,030,896 Est. Cost $75.77 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.5%
Value ($000) $189,211 Shares 558,947 Est. Cost $236.41 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.5%
Value ($000) $185,887 Shares 653,635 Est. Cost $197.59 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 0.5%
Value ($000) $183,488 Shares 2,372,485 Est. Cost $74.99 Unrealized
BND VANGUARD TOTAL BOND MARKET 0.5%
Value ($000) $181,870 Shares 2,470,057 Est. Cost $71.15 Unrealized
NULV NUVEEN ESG LARGE-CAP VAL ETF 0.5%
Value ($000) $179,931 Shares 4,292,766 Est. Cost $34.95 Unrealized
GOOGL ALPHABET INC CL A 0.5%
Value ($000) $179,854 Shares 1,020,552 Est. Cost $131.01 Unrealized +24.6%
SPY SPDR S&P 500 ETF TR TR UNIT 0.5%
Value ($000) $177,971 Shares 288,051 Est. Cost $427.48 Unrealized
ESGE ISHARES INC ESG AWARE MSCI EM ETF 0.5%
Value ($000) $173,358 Shares 4,434,498 Est. Cost $31.09 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP 0.4%
Value ($000) $152,597 Shares 782,506 Est. Cost $166.51 Unrealized
SCHC SCHWAB INTL SMALL-CAP EQUITY 0.4%
Value ($000) $145,707 Shares 3,421,181 Est. Cost $37.73 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.4%
Value ($000) $144,074 Shares 2,269,601 Est. Cost $55.02 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $143,935 Shares 195,013 Est. Cost $323.87 Unrealized +90.4%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $139,716 Shares 481,936 Est. Cost $148.36 Unrealized +70.3%
VBK VANGUARD SMALL-CAP GRWTH ETF 0.4%
Value ($000) $136,584 Shares 493,193 Est. Cost $229.58 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $125,735 Shares 582,675 Est. Cost $176.74 Unrealized
EMB ISHARES JP MORGAN USD EMERGI 0.3%
Value ($000) $124,946 Shares 1,349,016 Est. Cost $90.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $111,922 Shares 230,402 Est. Cost $355.66 Unrealized +42.8%
BNDX VANGUARD TOTAL INTL BOND ETF 0.3%
Value ($000) $99,370 Shares 2,007,061 Est. Cost $49.51 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $95,048 Shares 344,820 Est. Cost $151.66 Unrealized +42.4%
ESML ISHARES ESG AWARE MSCI USA S 0.2%
Value ($000) $90,900 Shares 2,200,075 Est. Cost $35.88 Unrealized
QUAL ISHARES MSCI USA QUALITY FAC 0.2%
Value ($000) $79,474 Shares 434,712 Est. Cost $136.53 Unrealized
NUDM NUVEEN ESG INTL DEVEL MRK EQ 0.2%
Value ($000) $76,162 Shares 2,146,017 Est. Cost $27.85 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.2%
Value ($000) $74,845 Shares 668,262 Est. Cost $101.87 Unrealized
IJH ISHARES TR CORE S&P MID-CAP ETF 0.2%
Value ($000) $72,207 Shares 1,164,247 Est. Cost $118.75 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $68,747 Shares 193,628 Est. Cost $238.62 Unrealized +45.4%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $64,155 Shares 82,301 Est. Cost $564.29 Unrealized +37.1%
NUSC NUVEEN ESG SMALL-CAP ETF 0.2%
Value ($000) $59,790 Shares 1,467,595 Est. Cost $34.92 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.2%
Value ($000) $59,033 Shares 81 Est. Cost $579909.56 Unrealized +31.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $59,029 Shares 189,214 Est. Cost $453.08 Unrealized -17.2%
IJR ISHARES CORE S&P SMALL-CAP E 0.1%
Value ($000) $56,397 Shares 516,031 Est. Cost $96.45 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $55,630 Shares 313,599 Est. Cost $129.05 Unrealized +27.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $54,947 Shares 509,689 Est. Cost $101.29 Unrealized +3.2%
WMT WALMART INC 0.1%
Value ($000) $53,741 Shares 549,622 Est. Cost $58.79 Unrealized +61.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $52,276 Shares 342,236 Est. Cost $152.33 Unrealized -1.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $50,256 Shares 123,948 Est. Cost $518.03 Unrealized -19.5%
ORCL ORACLE CORP 0.1%
Value ($000) $48,683 Shares 222,687 Est. Cost $119.69 Unrealized +34.3%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $48,062 Shares 982,685 Est. Cost $43.03 Unrealized
MA MASTERCARD INC - A 0.1%
Value ($000) $46,505 Shares 82,758 Est. Cost $404.22 Unrealized +36.4%
EMXC ISHARES MSCI EMR MRK EX CHNA 0.1%
Value ($000) $46,104 Shares 730,193 Est. Cost $53.68 Unrealized
JMUB JPMORGAN MUNICIPAL ETF 0.1%
Value ($000) $45,185 Shares 910,262 Est. Cost $49.97 Unrealized
NYF ISHARES NEW YORK MUNI BOND E 0.1%
Value ($000) $44,771 Shares 858,675 Est. Cost $51.60 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE E 0.1%
Value ($000) $44,150 Shares 555,840 Est. Cost $69.96 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $42,886 Shares 41,715 Est. Cost $141.28 Unrealized +33.5%
WFC WELLS FARGO & CO 0.1%
Value ($000) $41,290 Shares 515,353 Est. Cost $64.51 Unrealized +10.3%
CMF ISHARES TR CALIF MUNI BD ETF FD 0.1%
Value ($000) $40,803 Shares 732,028 Est. Cost $55.10 Unrealized
XLU SELECT SECTOR SPDR TR UTILS 0.1%
Value ($000) $40,392 Shares 494,641 Est. Cost $81.45 Unrealized
SPSB SPDR PORT SHRT TRM CORP BND 0.1%
Value ($000) $40,245 Shares 1,334,361 Est. Cost $29.35 Unrealized
NUEM NUVEEN ESG EMERGING MARKETS 0.1%
Value ($000) $39,212 Shares 1,180,714 Est. Cost $26.58 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $39,126 Shares 627,414 Est. Cost $42.18 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $38,659 Shares 172,762 Est. Cost $172.68 Unrealized +4.7%
BAC BANK AMER CORP COM 0.1%
Value ($000) $37,760 Shares 797,974 Est. Cost $30.68 Unrealized +35.1%
INTU INTUIT COM 0.1%
Value ($000) $37,698 Shares 47,863 Est. Cost $625.82 Unrealized +7.8%
PEP PEPSICO INC 0.1%
Value ($000) $37,252 Shares 282,130 Est. Cost $156.16 Unrealized -16.1%
NUMV NUVEEN ESG MID-CAP VALUE ETF 0.1%
Value ($000) $36,208 Shares 1,004,386 Est. Cost $28.43 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $36,102 Shares 26,960 Est. Cost $44.23 Unrealized +155.6%
HD HOME DEPOT INC COM 0.1%
Value ($000) $35,706 Shares 97,386 Est. Cost $306.47 Unrealized +16.1%
HEFA ISHA CURR HEDGED MSCI EAFE 0.1%
Value ($000) $35,542 Shares 936,302 Est. Cost $34.16 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $34,334 Shares 215,503 Est. Cost $145.34 Unrealized +10.6%
IBM INTERNATIONAL BUSINESS MACHS CORP 0.1%
Value ($000) $33,343 Shares 113,123 Est. Cost $142.21 Unrealized +78.5%
RTX RTX CORP 0.1%
Value ($000) $33,245 Shares 227,679 Est. Cost $106.76 Unrealized +23.4%
HYD VANECK HIGH YIELD MUNI ETF 0.1%
Value ($000) $32,203 Shares 641,370 Est. Cost $49.12 Unrealized
GE GE AEROSPACE COM 0.1%
Value ($000) $31,765 Shares 123,420 Est. Cost $141.29 Unrealized +54.7%
CRM SALESFORCE INC 0.1%
Value ($000) $31,267 Shares 114,662 Est. Cost $240.35 Unrealized +10.7%
BA BOEING CO COM 0.1%
Value ($000) $30,374 Shares 144,962 Est. Cost $182.05 Unrealized +3.8%
ABBV ABBVIE INC 0.1%
Value ($000) $30,112 Shares 162,228 Est. Cost $135.80 Unrealized +34.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $29,384 Shares 92,120 Est. Cost $203.56 Unrealized +37.2%
TSLA TESLA INC 0.1%
Value ($000) $29,324 Shares 92,313 Est. Cost $221.05 Unrealized +36.3%
VGT VANGUARD INFO TECH ETF 0.1%
Value ($000) $28,820 Shares 43,451 Est. Cost $422.34 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $28,580 Shares 214,839 Est. Cost $91.89 Unrealized +26.9%
CVX CHEVRON CORP 0.1%
Value ($000) $28,284 Shares 197,524 Est. Cost $145.99 Unrealized -6.2%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $28,268 Shares 263,176 Est. Cost $59.38 Unrealized +70.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $27,595 Shares 134,848 Est. Cost $172.65 Unrealized +7.6%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $27,191 Shares 391,931 Est. Cost $54.82 Unrealized +10.2%
ETN EATON CORP PLC 0.1%
Value ($000) $26,204 Shares 73,403 Est. Cost $218.15 Unrealized +40.6%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $26,090 Shares 74,331 Est. Cost $258.88 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $25,663 Shares 50,389 Est. Cost $212.70 Unrealized +103.8%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $25,397 Shares 139,444 Est. Cost $137.50 Unrealized +21.7%
TJX TJX COMPANIES INC 0.1%
Value ($000) $24,860 Shares 201,311 Est. Cost $105.55 Unrealized +19.3%
NUMG NUVEEN ESG MID-CAP GROW ETF 0.1%
Value ($000) $24,157 Shares 498,599 Est. Cost $36.66 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED 0.1%
Value ($000) $23,162 Shares 102,264 Est. Cost $217.62 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $22,876 Shares 115,804 Est. Cost $230.63 Unrealized -16.3%
XLK TECHNOLOGY SELECT SECT SPDR 0.1%
Value ($000) $22,688 Shares 89,594 Est. Cost $197.62 Unrealized
HEEM ISHARES CRNCY HEDGD MSCI EM 0.1%
Value ($000) $22,253 Shares 739,414 Est. Cost $25.20 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GR 0.1%
Value ($000) $22,138 Shares 718,081 Est. Cost $30.80 Unrealized
EMLC VANECK JPM EM LOCAL CURR BND 0.1%
Value ($000) $22,021 Shares 868,662 Est. Cost $24.94 Unrealized
XLP CONSUMER STAPLES SPDR 0.1%
Value ($000) $21,664 Shares 267,561 Est. Cost $79.60 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $21,614 Shares 40,851 Est. Cost $308.49 Unrealized +34.8%
TLT ISHARES 20 YEAR TREASURY BD 0.1%
Value ($000) $21,116 Shares 239,271 Est. Cost $96.62 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $20,970 Shares 8,024 Est. Cost $1939.73 Unrealized +20.4%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $20,863 Shares 21,076 Est. Cost $532.21 Unrealized +86.2%
MS MORGAN STANLEY 0.1%
Value ($000) $20,537 Shares 145,794 Est. Cost $108.48 Unrealized +11.5%
PLTR PALANTIR TECHNOLOGIES INC CL 0.1%
Value ($000) $20,454 Shares 150,046 Est. Cost $96.07 Unrealized +22.1%
MCK MCKESSON CORP 0.1%
Value ($000) $20,307 Shares 27,713 Est. Cost $622.97 Unrealized +13.0%
TEAM ATLASSIAN CORP-CL A 0.1%
Value ($000) $19,817 Shares 97,576 Est. Cost $237.59 Unrealized -12.4%
SPOT SPOTIFY TECHNOLOGY SA 0.1%
Value ($000) $19,541 Shares 25,467 Est. Cost $349.51 Unrealized +83.6%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $19,517 Shares 190,767 Est. Cost $102.24 Unrealized -15.4%
LOW LOWE'S COS INC 0.1%
Value ($000) $19,306 Shares 87,013 Est. Cost $221.91 Unrealized -0.6%
WELL WELLTOWER INC 0.0%
Value ($000) $19,071 Shares 124,053 Est. Cost $78.39 Unrealized +88.6%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $18,804 Shares 159,356 Est. Cost $93.90 Unrealized +22.9%
ACN ACCENTURE PLC IRELAND SHS CL A 0.0%
Value ($000) $18,645 Shares 62,381 Est. Cost $323.02 Unrealized -6.2%
CME CME GROUP INC 0.0%
Value ($000) $18,379 Shares 66,682 Est. Cost $264.70 Unrealized +1.4%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $18,197 Shares 133,796 Est. Cost $101.14 Unrealized +29.1%
SO SOUTHERN CO COM 0.0%
Value ($000) $17,536 Shares 190,967 Est. Cost $71.29 Unrealized +23.4%
LIN LINDE PLC 0.0%
Value ($000) $16,761 Shares 35,726 Est. Cost $378.68 Unrealized +19.4%
NET CLOUDFLARE INC - CLASS A 0.0%
Value ($000) $16,751 Shares 85,537 Est. Cost $143.91 Unrealized +0.9%
KO COCA COLA CO COM 0.0%
Value ($000) $16,298 Shares 230,364 Est. Cost $56.91 Unrealized +22.6%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $16,263 Shares 43,014 Est. Cost $288.60 Unrealized +11.1%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $16,055 Shares 179,602 Est. Cost $68.92 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWT 0.0%
Value ($000) $15,898 Shares 179,137 Est. Cost $77.25 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $15,720 Shares 28,929 Est. Cost $506.25 Unrealized +3.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $15,706 Shares 168,338 Est. Cost $70.59 Unrealized +16.6%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value ($000) $15,693 Shares 227,375 Est. Cost $70.75 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $14,954 Shares 27,110 Est. Cost $365.25 Unrealized
IEF ISHARES 7-10 YEAR TREASURY B 0.0%
Value ($000) $14,928 Shares 155,872 Est. Cost $97.60 Unrealized
ABNB AIRBNB INC CL A COM 0.0%
Value ($000) $14,523 Shares 109,737 Est. Cost $133.30 Unrealized -5.0%
IAGG ISHARES INTL AGGREGATE BOND 0.0%
Value ($000) $14,470 Shares 283,235 Est. Cost $51.09 Unrealized
SLQD ISHARES 0-5 YR INV GRD CORP 0.0%
Value ($000) $14,415 Shares 284,941 Est. Cost $48.42 Unrealized
EQT EQT CORP 0.0%
Value ($000) $14,330 Shares 245,717 Est. Cost $53.33 Unrealized +0.5%
MCD MCDONALD'S CORP 0.0%
Value ($000) $14,284 Shares 48,892 Est. Cost $261.49 Unrealized +16.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $14,273 Shares 329,243 Est. Cost $37.92 Unrealized -0.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $13,849 Shares 85,132 Est. Cost $179.70 Unrealized -1.7%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $13,707 Shares 19,625 Est. Cost $512.56 Unrealized +22.6%
SLYV SPDR S&P 600 SMALL CAP VALUE 0.0%
Value ($000) $13,555 Shares 169,951 Est. Cost $76.05 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $13,465 Shares 233,722 Est. Cost $54.81 Unrealized -0.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $13,457 Shares 25,521 Est. Cost $394.15 Unrealized +26.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $13,085 Shares 146,928 Est. Cost $80.98 Unrealized
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $13,007 Shares 164,311 Est. Cost $100.31 Unrealized -22.8%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $12,928 Shares 41,924 Est. Cost $236.32 Unrealized +27.9%
SYK STRYKER CORP 0.0%
Value ($000) $12,870 Shares 32,532 Est. Cost $280.63 Unrealized +32.4%
XLC COMM SERV SELECT SECTOR SPDR 0.0%
Value ($000) $12,869 Shares 118,575 Est. Cost $107.40 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $12,821 Shares 55,059 Est. Cost $181.84 Unrealized +9.8%
STPZ PIMCO 1-5 YEAR US TIPS INDEX 0.0%
Value ($000) $12,697 Shares 235,953 Est. Cost $51.50 Unrealized
CYBERARK SOFTWARE LTD/ISRAEL 0.0%
Value ($000) $12,620 Shares 31,016 Est. Cost $406.88 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $12,477 Shares 32,250 Est. Cost $531.44 Unrealized -27.5%
AMGN AMGEN INC 0.0%
Value ($000) $12,106 Shares 43,360 Est. Cost $232.58 Unrealized +19.4%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $11,729 Shares 11,103 Est. Cost $172.68 Unrealized +135.7%
GWX SPDR INDEX SHS FDS S&P INTL SMALL CAP 0.0%
Value ($000) $11,403 Shares 306,701 Est. Cost $31.15 Unrealized
PPL PPL CORP 0.0%
Value ($000) $11,192 Shares 330,238 Est. Cost $32.46 Unrealized +4.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $11,104 Shares 149,410 Est. Cost $64.16 Unrealized +6.5%
MDYG SPDR S&P 400 MID CAPGROWTH E 0.0%
Value ($000) $10,952 Shares 126,078 Est. Cost $75.03 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $10,901 Shares 40,747 Est. Cost $159.78 Unrealized +63.2%
CEF SPROTT PHYSICAL GOLD AND SIL 0.0%
Value ($000) $10,897 Shares 362,035 Est. Cost $24.72 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $10,363 Shares 94,128 Est. Cost $68.89 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $10,043 Shares 43,652 Est. Cost $207.29 Unrealized +5.4%
PSLV SPROTT PHYSICAL SILVER TRUST 0.0%
Value ($000) $9,920 Shares 810,456 Est. Cost $11.07 Unrealized
SHY ISHARES TR 1-3 YR TREAS BD ETF 0.0%
Value ($000) $9,640 Shares 116,347 Est. Cost $81.15 Unrealized
DIS DISNEY WALT CO DISNEY COM 0.0%
Value ($000) $9,471 Shares 76,383 Est. Cost $85.05 Unrealized +20.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $9,024 Shares 129,996 Est. Cost $64.82 Unrealized +5.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $8,909 Shares 19,237 Est. Cost $442.92 Unrealized +3.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $8,835 Shares 22,760 Est. Cost $274.21 Unrealized +20.7%
T AT&T INC 0.0%
Value ($000) $8,628 Shares 298,157 Est. Cost $16.48 Unrealized +63.6%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $8,570 Shares 338,085 Est. Cost $21.37 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRST 0.0%
Value ($000) $8,239 Shares 14,545 Est. Cost $456.64 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $8,196 Shares 16,393 Est. Cost $422.42 Unrealized +15.1%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $8,118 Shares 44,341 Est. Cost $160.82 Unrealized -2.1%
PFE PFIZER INC 0.0%
Value ($000) $8,016 Shares 330,682 Est. Cost $30.40 Unrealized -26.5%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $7,942 Shares 222,518 Est. Cost $41.49 Unrealized -18.3%
ETR ENTERGY CORP 0.0%
Value ($000) $7,571 Shares 91,083 Est. Cost $45.50 Unrealized +78.6%
DE DEERE & CO 0.0%
Value ($000) $7,511 Shares 14,772 Est. Cost $388.42 Unrealized +24.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $7,460 Shares 46,840 Est. Cost $154.33 Unrealized -6.0%
MMM 3M CO 0.0%
Value ($000) $7,366 Shares 48,382 Est. Cost $83.43 Unrealized +69.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $7,223 Shares 10,206 Est. Cost $375.87 Unrealized +52.1%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $7,181 Shares 91,252 Est. Cost $75.24 Unrealized
VRT VERTIV HLDGS CO CL A 0.0%
Value ($000) $6,943 Shares 54,070 Est. Cost $93.37 Unrealized +4.1%
SCHW SCHWAB (CHARLES) CORP 0.0%
Value ($000) $6,847 Shares 75,048 Est. Cost $76.35 Unrealized +8.9%
EEM ISHARES MSCI EMERGING MARKET 0.0%
Value ($000) $6,762 Shares 140,167 Est. Cost $37.95 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $6,753 Shares 27,315 Est. Cost $234.28 Unrealized +1.2%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $6,543 Shares 251,083 Est. Cost $25.54 Unrealized
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $6,536 Shares 95,598 Est. Cost $65.23 Unrealized 0.0%
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value ($000) $6,304 Shares 103,070 Est. Cost $50.16 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $6,261 Shares 30,156 Est. Cost $159.76 Unrealized +9.1%
AVUV AVANTIS US SMALL CAP VALUE 0.0%
Value ($000) $5,943 Shares 65,231 Est. Cost $96.02 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5,881 Shares 64,705 Est. Cost $87.56 Unrealized +2.8%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $5,715 Shares 63,414 Est. Cost $89.19 Unrealized +2.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $5,648 Shares 130,560 Est. Cost $29.17 Unrealized +43.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5,616 Shares 62,576 Est. Cost $106.30 Unrealized -17.2%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.0%
Value ($000) $5,581 Shares 106,581 Est. Cost $35.88 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 0.0%
Value ($000) $5,526 Shares 26,998 Est. Cost $157.87 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $5,296 Shares 20,691 Est. Cost $205.53 Unrealized +13.4%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $5,280 Shares 78,291 Est. Cost $67.21 Unrealized -3.1%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $5,265 Shares 24,748 Est. Cost $134.84 Unrealized +37.2%
VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL 0.0%
Value ($000) $5,160 Shares 74,681 Est. Cost $58.31 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $5,013 Shares 108,305 Est. Cost $49.86 Unrealized -5.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $4,883 Shares 53,294 Est. Cost $92.42 Unrealized -7.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $4,579 Shares 19,238 Est. Cost $176.89 Unrealized +16.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $4,573 Shares 41,559 Est. Cost $104.69 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH 0.0%
Value ($000) $4,391 Shares 29,193 Est. Cost $95.29 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.0%
Value ($000) $4,369 Shares 12,724 Est. Cost $270.83 Unrealized +27.2%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $4,365 Shares 19,075 Est. Cost $161.08 Unrealized +42.6%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $4,273 Shares 32,052 Est. Cost $93.04 Unrealized +22.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $4,238 Shares 8,267 Est. Cost $448.85 Unrealized +3.8%
CSX CSX CORP 0.0%
Value ($000) $4,213 Shares 129,117 Est. Cost $30.90 Unrealized -3.6%
IEI ISHARES 3-7 YEAR TREASURY BO 0.0%
Value ($000) $4,154 Shares 34,883 Est. Cost $118.88 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $4,116 Shares 27,514 Est. Cost $137.39 Unrealized -1.7%
VEU VANGUARD INTL EQUITY INDEX FDS VANGUARD 0.0%
Value ($000) $4,090 Shares 60,848 Est. Cost $52.53 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $3,946 Shares 15,889 Est. Cost $235.10 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $3,873 Shares 50,041 Est. Cost $60.16 Unrealized +3.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3,749 Shares 13,293 Est. Cost $246.35 Unrealized +8.8%
CI CIGNA GROUP COM 0.0%
Value ($000) $3,739 Shares 11,315 Est. Cost $275.18 Unrealized +15.5%
AME AMETEK INC 0.0%
Value ($000) $3,717 Shares 20,540 Est. Cost $154.21 Unrealized +11.1%
XLY CONSUMER DISCRETIONARY SELT 0.0%
Value ($000) $3,712 Shares 17,080 Est. Cost $162.50 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $3,704 Shares 16,940 Est. Cost $198.50 Unrealized +12.4%
TGT TARGET CORP 0.0%
Value ($000) $3,586 Shares 36,348 Est. Cost $116.39 Unrealized -19.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $3,514 Shares 27,261 Est. Cost $120.06 Unrealized +9.7%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $3,498 Shares 17,899 Est. Cost $155.31 Unrealized
APP APPLOVIN CORP-CLASS A 0.0%
Value ($000) $3,473 Shares 9,920 Est. Cost $91.24 Unrealized +255.4%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND 0.0%
Value ($000) $3,458 Shares 25,940 Est. Cost $105.23 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $3,453 Shares 58,897 Est. Cost $36.58 Unrealized +52.9%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $3,421 Shares 592 Est. Cost $3467.21 Unrealized +46.9%
VMBS VANGUARD MORTGAGE-BACKED SEC 0.0%
Value ($000) $3,394 Shares 73,248 Est. Cost $46.34 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $3,387 Shares 32,650 Est. Cost $75.24 Unrealized +35.5%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $3,350 Shares 34,414 Est. Cost $75.06 Unrealized +5.1%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $3,339 Shares 17,912 Est. Cost $127.01 Unrealized +30.7%
CB CHUBB LTD 0.0%
Value ($000) $3,260 Shares 11,253 Est. Cost $207.27 Unrealized +38.5%
COR CENCORA INC 0.0%
Value ($000) $3,208 Shares 10,700 Est. Cost $227.71 Unrealized +26.0%
DFUV DIMENSIONAL US MARKETWIDE VA 0.0%
Value ($000) $3,197 Shares 75,617 Est. Cost $34.40 Unrealized
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $3,196 Shares 3,988 Est. Cost $692.00 Unrealized
MCO MOODY'S CORP 0.0%
Value ($000) $3,123 Shares 6,228 Est. Cost $343.88 Unrealized +34.1%
ITOT ISHARES CORE S&P TOTAL U.S. 0.0%
Value ($000) $3,065 Shares 22,696 Est. Cost $98.35 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $3,029 Shares 28,723 Est. Cost $73.01 Unrealized +41.9%
NKE NIKE INC -CL B 0.0%
Value ($000) $3,026 Shares 42,598 Est. Cost $83.50 Unrealized -29.3%
BLK BLACKROCK INC 0.0%
Value ($000) $2,973 Shares 2,834 Est. Cost $991.05 Unrealized -5.8%
ZTS ZOETIS INC 0.0%
Value ($000) $2,962 Shares 18,996 Est. Cost $176.11 Unrealized -10.6%
SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF 0.0%
Value ($000) $2,901 Shares 118,695 Est. Cost $29.44 Unrealized
FSM FORTUNA MINING CORP 0.0%
Value ($000) $2,855 Shares 436,540 Est. Cost $6.19 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,723 Shares 24,560 Est. Cost $70.72 Unrealized +47.6%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $2,717 Shares 19,145 Est. Cost $114.66 Unrealized -5.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $2,681 Shares 47,756 Est. Cost $58.23 Unrealized -12.6%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $2,643 Shares 6,796 Est. Cost $436.66 Unrealized -9.2%
DFAC DIMENSIONAL US CORE EQUITY 2 0.0%
Value ($000) $2,641 Shares 73,686 Est. Cost $26.20 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $2,618 Shares 13,005 Est. Cost $103.58 Unrealized +90.1%
SCHB SCHWAB STRATEGIC TR US BROAD MKT ETF 0.0%
Value ($000) $2,591 Shares 108,739 Est. Cost $31.54 Unrealized
XLV HEALTH CARE SELECT SECTOR 0.0%
Value ($000) $2,575 Shares 19,101 Est. Cost $129.00 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2,538 Shares 14,737 Est. Cost $257.50 Unrealized -29.9%
INTC INTEL CORP 0.0%
Value ($000) $2,494 Shares 111,329 Est. Cost $35.00 Unrealized -40.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2,405 Shares 5,403 Est. Cost $358.85 Unrealized +28.4%
BOH BANK OF HAWAII CORP 0.0%
Value ($000) $2,374 Shares 35,153 Est. Cost $57.92 Unrealized +11.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $2,321 Shares 5,308 Est. Cost $205.52 Unrealized +91.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2,310 Shares 23,018 Est. Cost $84.94 Unrealized +22.1%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $2,303 Shares 25,279 Est. Cost $49.57 Unrealized +69.4%
DFUS DIMENSIONAL US EQ MKT ETF 0.0%
Value ($000) $2,302 Shares 34,347 Est. Cost $50.50 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $2,259 Shares 10,222 Est. Cost $175.36 Unrealized +20.0%
USB US BANCORP 0.0%
Value ($000) $2,242 Shares 49,544 Est. Cost $32.70 Unrealized +24.7%
PEG PUBLIC SERVICE ENTERPRISE GP 0.0%
Value ($000) $2,225 Shares 26,435 Est. Cost $56.98 Unrealized +38.5%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $2,162 Shares 29,541 Est. Cost $54.21 Unrealized +24.2%
XLI INDUSTRIAL SELECT SECT SPDR 0.0%
Value ($000) $2,160 Shares 14,644 Est. Cost $105.00 Unrealized
RSP INVESCO EXCHANGE-TRADED FD 0.0%
Value ($000) $2,159 Shares 11,880 Est. Cost $149.01 Unrealized
CPRT COPART INC 0.0%
Value ($000) $2,143 Shares 43,673 Est. Cost $48.66 Unrealized +15.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2,101 Shares 6,326 Est. Cost $294.49 Unrealized -4.2%
D DOMINION RESOURCES INC/VA 0.0%
Value ($000) $2,091 Shares 36,993 Est. Cost $45.33 Unrealized +17.3%
PSX PHILLIPS 66 0.0%
Value ($000) $2,077 Shares 17,414 Est. Cost $110.68 Unrealized -1.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $2,076 Shares 15,293 Est. Cost $122.16 Unrealized
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $2,056 Shares 6,371 Est. Cost $121.76 Unrealized +116.7%
CMBS ISHARES CMBS ETF 0.0%
Value ($000) $2,041 Shares 41,898 Est. Cost $48.72 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $2,029 Shares 17,838 Est. Cost $125.37 Unrealized -15.2%
KLAC KLA CORP 0.0%
Value ($000) $1,998 Shares 2,231 Est. Cost $469.45 Unrealized +59.5%
SYY SYSCO CORP 0.0%
Value ($000) $1,993 Shares 26,317 Est. Cost $67.04 Unrealized +6.0%
C CITIGROUP INC 0.0%
Value ($000) $1,940 Shares 22,794 Est. Cost $59.79 Unrealized +19.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,938 Shares 6,221 Est. Cost $232.13 Unrealized +30.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1,931 Shares 7,237 Est. Cost $145.51 Unrealized +77.0%
FISV FISERV INC 0.0%
Value ($000) $1,912 Shares 11,092 Est. Cost $132.94 Unrealized +36.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,906 Shares 27,639 Est. Cost $64.57 Unrealized -0.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $1,898 Shares 4,515 Est. Cost $405.74 Unrealized +2.3%
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $1,875 Shares 22,109 Est. Cost $90.19 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,864 Shares 6,392 Est. Cost $216.26 Unrealized +26.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1,864 Shares 10,159 Est. Cost $113.54 Unrealized +50.1%
MAR MARRIOTT INTERNATIONAL -CL A 0.0%
Value ($000) $1,846 Shares 6,759 Est. Cost $224.92 Unrealized +10.8%
HUBB HUBBELL INC 0.0%
Value ($000) $1,842 Shares 4,511 Est. Cost $308.42 Unrealized +19.2%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $1,756 Shares 4,429 Est. Cost $287.07 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI U 0.0%
Value ($000) $1,755 Shares 13,844 Est. Cost $93.93 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $1,755 Shares 7,365 Est. Cost $141.93 Unrealized +70.1%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $1,748 Shares 9,904 Est. Cost $169.05 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $1,689 Shares 6,268 Est. Cost $185.69 Unrealized +35.9%
DFAS DIMENSIONAL US SMALL CAP ETF 0.0%
Value ($000) $1,669 Shares 26,192 Est. Cost $52.77 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $1,663 Shares 8,630 Est. Cost $153.85 Unrealized
DIA SPDR DJIA TRUST 0.0%
Value ($000) $1,654 Shares 3,754 Est. Cost $354.74 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1,643 Shares 9,892 Est. Cost $142.97 Unrealized +3.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $1,630 Shares 12,275 Est. Cost $113.75 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $1,597 Shares 2,993 Est. Cost $360.99 Unrealized +35.8%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $1,552 Shares 5,101 Est. Cost $210.42 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $1,530 Shares 18,393 Est. Cost $69.77 Unrealized +12.9%
SCHG SCHWAB US LARGE-CAP GROWTH 0.0%
Value ($000) $1,511 Shares 51,726 Est. Cost $37.53 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $1,505 Shares 1,999 Est. Cost $746.04 Unrealized -10.8%
STT STATE STREET CORP 0.0%
Value ($000) $1,498 Shares 14,085 Est. Cost $67.98 Unrealized +33.2%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $1,494 Shares 11,354 Est. Cost $93.47 Unrealized +30.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $1,479 Shares 9,984 Est. Cost $125.86 Unrealized +14.6%
HESS CORP 0.0%
Value ($000) $1,446 Shares 10,438 Est. Cost $153.00 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $1,445 Shares 1,816 Est. Cost $743.38 Unrealized +12.4%
CSL CARLISLE COS INC 0.0%
Value ($000) $1,437 Shares 3,848 Est. Cost $367.43 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $1,428 Shares 6,284 Est. Cost $246.60 Unrealized -12.7%
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $1,425 Shares 64,490 Est. Cost $23.58 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,422 Shares 13,651 Est. Cost $83.58 Unrealized +24.7%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,418 Shares 27,379 Est. Cost $64.57 Unrealized -16.7%
VCR VANGUARD CONSUMER DISCRE ETF 0.0%
Value ($000) $1,417 Shares 3,912 Est. Cost $270.61 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $1,385 Shares 7,140 Est. Cost $128.64 Unrealized +34.4%
CTAS CINTAS CORP 0.0%
Value ($000) $1,378 Shares 6,182 Est. Cost $178.49 Unrealized +20.0%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value ($000) $1,330 Shares 32,120 Est. Cost $40.62 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value ($000) $1,319 Shares 12,490 Est. Cost $63.78 Unrealized +43.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1,299 Shares 13,120 Est. Cost $88.69 Unrealized +7.6%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1,272 Shares 1,536 Est. Cost $287.10 Unrealized +137.0%
KR KROGER CO 0.0%
Value ($000) $1,270 Shares 17,699 Est. Cost $48.71 Unrealized +40.0%
FAST FASTENAL CO 0.0%
Value ($000) $1,259 Shares 29,980 Est. Cost $33.73 Unrealized +18.9%
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value ($000) $1,258 Shares 22,995 Est. Cost $63.91 Unrealized -24.5%
DOV DOVER CORP 0.0%
Value ($000) $1,256 Shares 6,857 Est. Cost $143.42 Unrealized +20.4%
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $1,253 Shares 47,284 Est. Cost $40.14 Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $1,251 Shares 19,651 Est. Cost $43.95 Unrealized +26.1%
BN BROOKFIELD CORP 0.0%
Value ($000) $1,249 Shares 20,191 Est. Cost $23.34 Unrealized +58.1%
UPS UNITED PARCEL SERVICE-CL B 0.0%
Value ($000) $1,240 Shares 12,284 Est. Cost $151.33 Unrealized -37.8%
CMI CUMMINS INC 0.0%
Value ($000) $1,228 Shares 3,750 Est. Cost $272.93 Unrealized +12.0%
FTNT FORTINET INC 0.0%
Value ($000) $1,193 Shares 11,283 Est. Cost $94.44 Unrealized +6.8%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $1,178 Shares 27,414 Est. Cost $29.54 Unrealized +28.6%
IJS ISHARES S&P SMALL-CAP 600 VA 0.0%
Value ($000) $1,177 Shares 11,833 Est. Cost $90.83 Unrealized
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $1,153 Shares 2,149 Est. Cost $506.07 Unrealized -5.5%
DFAT DIMENSIONAL US TARGET VALUE 0.0%
Value ($000) $1,142 Shares 21,173 Est. Cost $46.58 Unrealized
VOX VANGUARD COMMUNICATION SERVI 0.0%
Value ($000) $1,142 Shares 6,680 Est. Cost $107.28 Unrealized
USMV ISHARES MSCI USA MIN VOL FAC 0.0%
Value ($000) $1,142 Shares 12,169 Est. Cost $75.88 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $1,127 Shares 12,928 Est. Cost $82.47 Unrealized +1.3%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $1,113 Shares 7,380 Est. Cost $105.64 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALU 0.0%
Value ($000) $1,109 Shares 8,975 Est. Cost $104.98 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIO 0.0%
Value ($000) $1,105 Shares 4,545 Est. Cost $170.29 Unrealized +38.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $1,096 Shares 4,444 Est. Cost $176.06 Unrealized +39.2%
EOG EOG RES INC COM 0.0%
Value ($000) $1,080 Shares 9,027 Est. Cost $117.64 Unrealized -4.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1,074 Shares 1,896 Est. Cost $486.19 Unrealized +15.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $1,055 Shares 7,253 Est. Cost $124.82 Unrealized +18.2%
WDAY WORKDAY INC-CLASS A 0.0%
Value ($000) $1,035 Shares 4,311 Est. Cost $254.18 Unrealized -4.2%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $1,030 Shares 8,121 Est. Cost $76.77 Unrealized +30.9%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $1,026 Shares 43,000 Est. Cost $19.72 Unrealized +0.3%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $1,020 Shares 3,885 Est. Cost $202.22 Unrealized +19.6%
ROST ROSS STORES INC 0.0%
Value ($000) $1,018 Shares 7,983 Est. Cost $111.83 Unrealized +23.2%
IJT ISHARES S&P SMALL-CAP 600 GR 0.0%
Value ($000) $1,012 Shares 7,608 Est. Cost $110.60 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $1,011 Shares 10,531 Est. Cost $73.84 Unrealized +28.9%
NVS NOVARTIS AG-SPONSORED ADR 0.0%
Value ($000) $1,002 Shares 8,282 Est. Cost $101.81 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $996 Shares 4,065 Est. Cost $124.18 Unrealized +64.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $993 Shares 21,901 Est. Cost $30.66 Unrealized +42.8%
FIS FIDELITY NATIONAL INFO SERV 0.0%
Value ($000) $989 Shares 12,145 Est. Cost $64.68 Unrealized +18.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $983 Shares 14,326 Est. Cost $30.52 Unrealized -10.5%
IYW ISHARES USTECHNOLOGY ETF 0.0%
Value ($000) $969 Shares 5,590 Est. Cost $112.98 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $966 Shares 7,586 Est. Cost $85.01 Unrealized
TILT FLEXSHARES MORNINGSTAR US MA 0.0%
Value ($000) $950 Shares 4,243 Est. Cost $162.88 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $948 Shares 30,576 Est. Cost $28.00 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $946 Shares 1,803 Est. Cost $692.20 Unrealized -19.7%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $946 Shares 3,771 Est. Cost $179.43 Unrealized +26.5%
CTVA CORTEVA INC 0.0%
Value ($000) $943 Shares 12,659 Est. Cost $52.17 Unrealized +26.8%
GBIL GOLDMAN SACHS ACCESS TREASUR 0.0%
Value ($000) $937 Shares 9,352 Est. Cost $99.92 Unrealized
HSY HERSHEY CO/THE 0.0%
Value ($000) $935 Shares 5,637 Est. Cost $207.04 Unrealized -21.9%
LQPE PEO ALPHAQUEST THEMATIC PE 0.0%
Value ($000) $926 Shares 49,627 Est. Cost $18.16 Unrealized
AON AON PLC REGISTERED SHS CL A 0.0%
Value ($000) $916 Shares 2,569 Est. Cost $328.83 Unrealized +9.9%
WAT WATERS CORP 0.0%
Value ($000) $907 Shares 2,598 Est. Cost $324.30 Unrealized +6.0%
DELL DELL TECHNOLOGIES -C 0.0%
Value ($000) $904 Shares 7,372 Est. Cost $94.81 Unrealized +6.9%
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.0%
Value ($000) $898 Shares 35,488 Est. Cost $31.13 Unrealized
IJK ISHARES S&P MID-CAP 400 GROW 0.0%
Value ($000) $893 Shares 9,817 Est. Cost $75.86 Unrealized
WS WORTHINGTON STEEL INC 0.0%
Value ($000) $874 Shares 29,316 Est. Cost $27.30 Unrealized -5.7%
GWW WW GRAINGER INC 0.0%
Value ($000) $864 Shares 832 Est. Cost $737.71 Unrealized +40.1%
EXC EXELON CORP 0.0%
Value ($000) $859 Shares 19,786 Est. Cost $37.20 Unrealized +17.1%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $858 Shares 3,012 Est. Cost $179.75 Unrealized -5.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $855 Shares 12,557 Est. Cost $54.24 Unrealized +25.0%
MET METLIFE INC 0.0%
Value ($000) $853 Shares 10,611 Est. Cost $62.69 Unrealized +20.9%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $853 Shares 10,623 Est. Cost $98.11 Unrealized -21.4%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $850 Shares 12,076 Est. Cost $75.09 Unrealized -28.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $850 Shares 10,865 Est. Cost $80.26 Unrealized -7.1%
PLD PROLOGIS INC 0.0%
Value ($000) $841 Shares 8,001 Est. Cost $113.57 Unrealized -9.9%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $823 Shares 8,332 Est. Cost $60.72 Unrealized +34.0%
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $817 Shares 11,698 Est. Cost $67.82 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $797 Shares 2,574 Est. Cost $213.19 Unrealized +33.1%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $787 Shares 5,107 Est. Cost $117.87 Unrealized +29.9%
MKC MCCORMICK & CO-NON VTG SHRS 0.0%
Value ($000) $779 Shares 10,275 Est. Cost $77.05 Unrealized -4.7%
NRG NRG ENERGY INC 0.0%
Value ($000) $764 Shares 4,757 Est. Cost $81.83 Unrealized +60.1%
GLW CORNING INC 0.0%
Value ($000) $734 Shares 13,954 Est. Cost $32.80 Unrealized +41.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $712 Shares 2,225 Est. Cost $231.89 Unrealized +41.3%
XPO XPO INC 0.0%
Value ($000) $702 Shares 5,560 Est. Cost $75.64 Unrealized +48.3%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $699 Shares 13,239 Est. Cost $52.81 Unrealized -4.2%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $699 Shares 8,813 Est. Cost $77.93 Unrealized -1.7%
AZO AUTOZONE INC 0.0%
Value ($000) $698 Shares 189 Est. Cost $2566.11 Unrealized +43.6%
IUSV ISHARES CORE S&P U.S. VALUE 0.0%
Value ($000) $683 Shares 7,213 Est. Cost $84.01 Unrealized
CDNS CADENCE DESIGN SYS INC 0.0%
Value ($000) $680 Shares 2,207 Est. Cost $240.11 Unrealized +21.1%
SHEL SHELL PLC-ADR 0.0%
Value ($000) $664 Shares 9,426 Est. Cost $64.63 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $653 Shares 8,814 Est. Cost $72.95 Unrealized -4.7%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $639 Shares 9,984 Est. Cost $32.86 Unrealized +44.4%
OGE OGE ENERGY CORP 0.0%
Value ($000) $639 Shares 14,389 Est. Cost $35.36 Unrealized +25.5%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $632 Shares 7,195 Est. Cost $83.87 Unrealized
ESS ESSEX PROPERTY TRUST INC 0.0%
Value ($000) $630 Shares 2,223 Est. Cost $213.56 Unrealized +27.8%
BMO BANK OF MONTREAL 0.0%
Value ($000) $626 Shares 5,655 Est. Cost $91.05 Unrealized +9.2%
BIP BROOKFIELD INFRASTRUCTURE PA 0.0%
Value ($000) $621 Shares 18,552 Est. Cost $29.43 Unrealized
BP BP PLC-SPONS ADR 0.0%
Value ($000) $618 Shares 20,657 Est. Cost $38.27 Unrealized
CWI SPDR MSCI ACWI EX-US 0.0%
Value ($000) $617 Shares 18,879 Est. Cost $25.49 Unrealized
SOUTHSTATE CORP 0.0%
Value ($000) $616 Shares 6,697 Est. Cost $68.15 Unrealized
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $615 Shares 7,879 Est. Cost $72.87 Unrealized +4.0%
SPTM SPDR PORTFOLIO S&P 1500 COMP 0.0%
Value ($000) $613 Shares 8,189 Est. Cost $63.02 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $611 Shares 2,509 Est. Cost $177.96 Unrealized +30.1%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $601 Shares 1,972 Est. Cost $250.01 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $599 Shares 3,553 Est. Cost $147.46 Unrealized +2.3%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $591 Shares 4,963 Est. Cost $129.99 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $586 Shares 1,883 Est. Cost $260.47 Unrealized +20.0%
VDC VANGUARD CONSUMER STAPLE ETF 0.0%
Value ($000) $584 Shares 2,665 Est. Cost $189.18 Unrealized
FNDX SCHWAB FNDMNTL US LRG CO ETF 0.0%
Value ($000) $577 Shares 23,514 Est. Cost $23.77 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $575 Shares 379 Est. Cost $843.19 Unrealized +55.9%
MTUM ISHARES MSCI USA MOMENTUM FA 0.0%
Value ($000) $568 Shares 2,362 Est. Cost $148.36 Unrealized
CGW INVESCO S&P GLOBAL WATER IND 0.0%
Value ($000) $563 Shares 9,012 Est. Cost $46.82 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $563 Shares 6,578 Est. Cost $59.81 Unrealized +37.1%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $562 Shares 2,008 Est. Cost $203.66 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $558 Shares 4,443 Est. Cost $236.41 Unrealized -47.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $553 Shares 4,485 Est. Cost $120.24 Unrealized -22.5%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $552 Shares 6,052 Est. Cost $119.56 Unrealized -19.7%
MKL MARKEL GROUP INC 0.0%
Value ($000) $547 Shares 274 Est. Cost $1839.75 Unrealized +1.9%
FDN FIRST TRUST DJ INTERNET IND 0.0%
Value ($000) $542 Shares 2,011 Est. Cost $163.28 Unrealized
SRE SEMPRA 0.0%
Value ($000) $541 Shares 7,143 Est. Cost $69.29 Unrealized +4.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $536 Shares 3,989 Est. Cost $125.87 Unrealized -2.8%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $534 Shares 1,706 Est. Cost $223.98 Unrealized +5.4%
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $531 Shares 8,686 Est. Cost $50.70 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH 0.0%
Value ($000) $530 Shares 5,834 Est. Cost $87.71 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $529 Shares 7,282 Est. Cost $64.39 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $527 Shares 1,440 Est. Cost $238.45 Unrealized
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value ($000) $526 Shares 4,530 Est. Cost $84.36 Unrealized
DGRO ISHARES TR CORE DIVID GROWTH ETF 0.0%
Value ($000) $525 Shares 8,214 Est. Cost $59.07 Unrealized
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH 0.0%
Value ($000) $525 Shares 6,271 Est. Cost $76.81 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $512 Shares 8,462 Est. Cost $53.19 Unrealized +13.0%
OKE ONEOK INC 0.0%
Value ($000) $509 Shares 6,231 Est. Cost $62.62 Unrealized +28.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $507 Shares 7,978 Est. Cost $59.20 Unrealized +1.2%
CLX CLOROX CO COM 0.0%
Value ($000) $504 Shares 4,202 Est. Cost $140.08 Unrealized -6.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $501 Shares 8,184 Est. Cost $51.71 Unrealized
TLH ISHARES 10-20 YEAR TREASURY 0.0%
Value ($000) $491 Shares 4,832 Est. Cost $109.13 Unrealized
SHOP SHOPIFY INC - CLASS A 0.0%
Value ($000) $481 Shares 4,172 Est. Cost $108.97 Unrealized -8.2%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $478 Shares 2,571 Est. Cost $95.99 Unrealized +60.0%
F FORD MOTOR CO 0.0%
Value ($000) $470 Shares 43,328 Est. Cost $11.06 Unrealized -10.8%
VLTO VERALTO CORP 0.0%
Value ($000) $464 Shares 4,599 Est. Cost $73.75 Unrealized +30.4%
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $460 Shares 4,422 Est. Cost $108.50 Unrealized -7.3%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $454 Shares 971 Est. Cost $423.87 Unrealized -2.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $448 Shares 7,141 Est. Cost $43.57 Unrealized +32.3%
ADM ARCHER-DANIELS MIDLAND CO COM 0.0%
Value ($000) $448 Shares 8,497 Est. Cost $71.13 Unrealized -33.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $445 Shares 4,142 Est. Cost $91.59 Unrealized +9.5%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $443 Shares 2,524 Est. Cost $176.24 Unrealized -2.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $441 Shares 3,486 Est. Cost $125.26 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $440 Shares 5,909 Est. Cost $42.90 Unrealized +63.7%
IYC ISHARES US CONSUMER DISCRETI 0.0%
Value ($000) $424 Shares 4,260 Est. Cost $66.95 Unrealized
STX SEAGATE TECHNOLOGY HOLDINGS 0.0%
Value ($000) $423 Shares 2,933 Est. Cost $62.78 Unrealized +63.2%
RDNT RADNET INC 0.0%
Value ($000) $420 Shares 7,375 Est. Cost $31.13 Unrealized +76.4%
SAP SAP SE-SPONSORED ADR 0.0%
Value ($000) $418 Shares 1,375 Est. Cost $216.60 Unrealized
HPQ HP INC 0.0%
Value ($000) $416 Shares 16,986 Est. Cost $28.22 Unrealized -12.4%
PLSE PULSE BIOSCIENCES INC 0.0%
Value ($000) $412 Shares 27,298 Est. Cost $6.21 Unrealized +167.0%
DOW DOW INC 0.0%
Value ($000) $411 Shares 15,527 Est. Cost $46.53 Unrealized -40.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $409 Shares 24,401 Est. Cost $10.81 Unrealized +36.0%
SCI SERVICE CORP INTERNATIONAL 0.0%
Value ($000) $398 Shares 4,893 Est. Cost $65.37 Unrealized +19.4%
ESLT ELBIT SYSTEMS LTD 0.0%
Value ($000) $396 Shares 881 Est. Cost $232.75 Unrealized +73.5%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $395 Shares 3,758 Est. Cost $84.53 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $393 Shares 5,188 Est. Cost $60.70 Unrealized +16.7%
L LOEWS CORP 0.0%
Value ($000) $390 Shares 4,253 Est. Cost $68.72 Unrealized +27.5%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $389 Shares 11,254 Est. Cost $23.73 Unrealized +32.9%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $387 Shares 3,527 Est. Cost $99.89 Unrealized +10.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $385 Shares 9,360 Est. Cost $35.73 Unrealized +2.3%
INGR INGREDION INC 0.0%
Value ($000) $383 Shares 2,827 Est. Cost $104.53 Unrealized +29.2%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $383 Shares 7,351 Est. Cost $43.72 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $382 Shares 12,616 Est. Cost $39.63 Unrealized -24.3%
DCI DONALDSON CO INC 0.0%
Value ($000) $380 Shares 5,481 Est. Cost $61.55 Unrealized +7.8%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $380 Shares 993 Est. Cost $356.87 Unrealized +0.5%
TM TOYOTA MOTOR CORP -SPON ADR 0.0%
Value ($000) $380 Shares 2,205 Est. Cost $176.47 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $376 Shares 2,702 Est. Cost $130.75 Unrealized +8.0%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $367 Shares 3,972 Est. Cost $59.22 Unrealized
ENSG ENSIGN GROUP INC/THE 0.0%
Value ($000) $367 Shares 2,377 Est. Cost $109.68 Unrealized +27.8%
WPC WP CAREY INC 0.0%
Value ($000) $366 Shares 5,868 Est. Cost $55.94 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $366 Shares 1,653 Est. Cost $141.60 Unrealized +55.4%
HDV ISHARES CORE HIGH DIVIDEND E 0.0%
Value ($000) $365 Shares 3,119 Est. Cost $105.85 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $364 Shares 1,405 Est. Cost $278.99 Unrealized -9.3%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $363 Shares 3,764 Est. Cost $97.19 Unrealized -8.8%
DAKT DAKTRONICS INC 0.0%
Value ($000) $363 Shares 24,000 Est. Cost $7.90 Unrealized +74.1%
CR CRANE CO 0.0%
Value ($000) $360 Shares 1,894 Est. Cost $160.87 Unrealized +2.8%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $355 Shares 2,797 Est. Cost $108.36 Unrealized +13.4%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $355 Shares 3,690 Est. Cost $95.81 Unrealized +2.1%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $354 Shares 3,892 Est. Cost $84.22 Unrealized +9.6%
FVD FIRST TRUST VALUE LINE DVD 0.0%
Value ($000) $354 Shares 7,921 Est. Cost $41.08 Unrealized
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $354 Shares 3,508 Est. Cost $118.86 Unrealized -10.1%
IGIB ISHARES 5-10Y INV GRADE CORP 0.0%
Value ($000) $352 Shares 6,611 Est. Cost $51.75 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ET 0.0%
Value ($000) $351 Shares 2,841 Est. Cost $105.78 Unrealized
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $346 Shares 3,360 Est. Cost $87.26 Unrealized +8.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $344 Shares 10,181 Est. Cost $53.54 Unrealized -36.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $342 Shares 2,036 Est. Cost $105.11 Unrealized +40.0%
ONEQ FIDELITY NASDAQ COMPOSITE IN 0.0%
Value ($000) $339 Shares 4,238 Est. Cost $80.10 Unrealized
SYBT STOCK YARDS BANCORP INC 0.0%
Value ($000) $339 Shares 4,293 Est. Cost $44.47 Unrealized +64.3%
AFG AMERICAN FINANCIAL GROUP INC 0.0%
Value ($000) $338 Shares 2,681 Est. Cost $97.11 Unrealized +23.0%
DFIV DIMENSIONAL INTERNATIONAL VA 0.0%
Value ($000) $338 Shares 7,892 Est. Cost $42.83 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $336 Shares 2,609 Est. Cost $113.15 Unrealized
SANM SANMINA CORP 0.0%
Value ($000) $333 Shares 3,405 Est. Cost $58.14 Unrealized +42.1%
GM GENERAL MOTORS CO 0.0%
Value ($000) $333 Shares 6,766 Est. Cost $38.28 Unrealized +23.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $329 Shares 14,167 Est. Cost $34.23 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $329 Shares 3,461 Est. Cost $100.87 Unrealized -10.3%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $329 Shares 4,612 Est. Cost $71.26 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $328 Shares 4,471 Est. Cost $74.06 Unrealized -17.7%
CGDV CAP GROUP DIVIDEND VALUE 0.0%
Value ($000) $327 Shares 8,288 Est. Cost $39.49 Unrealized
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $326 Shares 1,944 Est. Cost $81.40 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $326 Shares 4,809 Est. Cost $84.36 Unrealized -25.9%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $325 Shares 6,296 Est. Cost $62.79 Unrealized -15.5%
ALG ALAMO GROUP INC 0.0%
Value ($000) $324 Shares 1,484 Est. Cost $176.46 Unrealized +7.6%
WOOD ISHARES GLOBAL TIMBER & FORE 0.0%
Value ($000) $324 Shares 4,412 Est. Cost $74.02 Unrealized
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $323 Shares 3,145 Est. Cost $91.94 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $321 Shares 1,337 Est. Cost $221.53 Unrealized +4.6%
TRI-CONTINENTAL CORP 0.0%
Value ($000) $321 Shares 10,137 Est. Cost $31.69 Unrealized
VT VANGUARD TOT WORLD STK ETF 0.0%
Value ($000) $321 Shares 2,497 Est. Cost $110.97 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $319 Shares 2,905 Est. Cost $47.57 Unrealized +108.5%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $316 Shares 4,520 Est. Cost $57.00 Unrealized
SPYX SPDR S&P 500 FOSSIL FUEL RES 0.0%
Value ($000) $315 Shares 6,186 Est. Cost $43.38 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $315 Shares 2,376 Est. Cost $99.07 Unrealized +32.5%
NUVEEN QUALITY MUNICIPAL INC 0.0%
Value ($000) $311 Shares 27,585 Est. Cost $11.08 Unrealized
GSK GSK PLC-SPON ADR 0.0%
Value ($000) $311 Shares 8,104 Est. Cost $41.94 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $311 Shares 3,082 Est. Cost $147.43 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $310 Shares 3,345 Est. Cost $60.58 Unrealized +44.8%
POOL POOL CORP 0.0%
Value ($000) $306 Shares 1,050 Est. Cost $346.00 Unrealized -13.5%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $304 Shares 5,380 Est. Cost $108.37 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $304 Shares 1,455 Est. Cost $182.37 Unrealized +7.5%
NEM NEWMONT CORP 0.0%
Value ($000) $303 Shares 5,203 Est. Cost $34.73 Unrealized +52.3%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $302 Shares 7,205 Est. Cost $29.84 Unrealized +21.2%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $300 Shares 506 Est. Cost $399.79 Unrealized +41.7%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $300 Shares 1,539 Est. Cost $176.94 Unrealized
WSR WHITESTONE REIT 0.0%
Value ($000) $300 Shares 24,015 Est. Cost $9.63 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $300 Shares 2,347 Est. Cost $106.74 Unrealized
WSM WILLIAMS-SONOMA INC 0.0%
Value ($000) $299 Shares 1,833 Est. Cost $149.88 Unrealized +3.9%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $298 Shares 1,707 Est. Cost $145.13 Unrealized +10.4%
SPLV INVESCO S&P 500 LOW VOLATILI 0.0%
Value ($000) $297 Shares 4,084 Est. Cost $62.08 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $296 Shares 6,994 Est. Cost $40.34 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $293 Shares 14,366 Est. Cost $16.38 Unrealized +0.6%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $292 Shares 3,917 Est. Cost $78.11 Unrealized -2.8%
DFAI DIMENSIONAL INTERNATIONAL CO 0.0%
Value ($000) $291 Shares 8,405 Est. Cost $29.67 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $289 Shares 5,320 Est. Cost $66.86 Unrealized -12.3%
VRSN VERISIGN INC 0.0%
Value ($000) $288 Shares 997 Est. Cost $186.70 Unrealized +44.0%
XYL XYLEM INC 0.0%
Value ($000) $288 Shares 2,225 Est. Cost $108.66 Unrealized +10.6%
DVA DAVITA INC 0.0%
Value ($000) $287 Shares 2,015 Est. Cost $99.80 Unrealized +42.0%
TXT TEXTRON INC 0.0%
Value ($000) $287 Shares 3,569 Est. Cost $74.06 Unrealized -2.4%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $285 Shares 3,487 Est. Cost $54.30 Unrealized +67.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $284 Shares 1,582 Est. Cost $161.93 Unrealized +6.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $280 Shares 2,374 Est. Cost $118.42 Unrealized -6.8%
SDOG ALPS SECTOR DIVIDEND DOGS 0.0%
Value ($000) $280 Shares 4,870 Est. Cost $48.88 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $279 Shares 4,488 Est. Cost $42.53 Unrealized +36.2%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $279 Shares 8,597 Est. Cost $30.83 Unrealized -3.7%
HSBC HSBC HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $277 Shares 4,549 Est. Cost $50.95 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $274 Shares 1,707 Est. Cost $121.35 Unrealized +25.9%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $274 Shares 15,102 Est. Cost $14.59 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $272 Shares 1,250 Est. Cost $146.28 Unrealized +39.7%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $268 Shares 548 Est. Cost $394.21 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $264 Shares 2,173 Est. Cost $136.23 Unrealized -13.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $263 Shares 11,998 Est. Cost $17.49 Unrealized +14.2%
TOTL SPDR DOUBLELINE TR TACT ETF 0.0%
Value ($000) $263 Shares 6,547 Est. Cost $40.05 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $261 Shares 22,805 Est. Cost $12.07 Unrealized -22.7%
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $260 Shares 52,800 Est. Cost $3.94 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $259 Shares 2,558 Est. Cost $81.63 Unrealized +6.7%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $258 Shares 4,116 Est. Cost $61.11 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $256 Shares 6,967 Est. Cost $32.87 Unrealized +11.2%
FN FABRINET 0.0%
Value ($000) $255 Shares 866 Est. Cost $222.82 Unrealized 0.0%
MOAT VANECK MORNINGSTAR WIDE MOAT 0.0%
Value ($000) $255 Shares 2,715 Est. Cost $88.00 Unrealized
DON WISDOMTREE US MIDCAP DIVIDEN 0.0%
Value ($000) $253 Shares 5,043 Est. Cost $47.43 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $253 Shares 1,926 Est. Cost $127.69 Unrealized
HL HECLA MINING CO 0.0%
Value ($000) $249 Shares 41,519 Est. Cost $5.10 Unrealized +8.1%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $248 Shares 5,540 Est. Cost $34.79 Unrealized +28.5%
VONE VANGUARD RUSSELL 1000 0.0%
Value ($000) $245 Shares 872 Est. Cost $194.66 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value ($000) $244 Shares 3,074 Est. Cost $77.71 Unrealized
PXF INVESCO EXCHANGE-TRADED FD 0.0%
Value ($000) $242 Shares 4,215 Est. Cost $51.99 Unrealized
IXUS ISHARES CORE INTL STOCK ETF 0.0%
Value ($000) $239 Shares 3,096 Est. Cost $67.56 Unrealized
AWR AMERICAN STATES WATER CO 0.0%
Value ($000) $236 Shares 3,079 Est. Cost $80.37 Unrealized -3.9%
IMCV ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $235 Shares 3,098 Est. Cost $67.72 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECU 0.0%
Value ($000) $231 Shares 3,056 Est. Cost $75.58 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $231 Shares 2,103 Est. Cost $108.43 Unrealized
EL ESTEE LAUDER COMPANIES-CL A 0.0%
Value ($000) $229 Shares 2,837 Est. Cost $63.64 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $228 Shares 931 Est. Cost $456.59 Unrealized -46.0%
CDC VICTORYSHARES US EQ INCOME E 0.0%
Value ($000) $227 Shares 3,556 Est. Cost $63.71 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $225 Shares 3,025 Est. Cost $65.01 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $225 Shares 1,639 Est. Cost $134.56 Unrealized +1.2%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $222 Shares 4,568 Est. Cost $58.14 Unrealized -31.5%
ROYCE SMALL-CAP TRUST INC 0.0%
Value ($000) $220 Shares 14,595 Est. Cost $13.25 Unrealized
FTEC FIDELITY MSCI INFO TECH ETF 0.0%
Value ($000) $219 Shares 1,112 Est. Cost $197.22 Unrealized
ADAMS DIVERSIFIED EQUITY 0.0%
Value ($000) $218 Shares 10,062 Est. Cost $21.71 Unrealized
SCHE SCHWAB EMRG MRKTS EQTY ETF 0.0%
Value ($000) $218 Shares 7,227 Est. Cost $30.14 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $216 Shares 3,006 Est. Cost $63.85 Unrealized 0.0%
AVLV AVANTIS US LARGE CAP VALUE 0.0%
Value ($000) $216 Shares 3,164 Est. Cost $68.21 Unrealized
UDR UDR INC 0.0%
Value ($000) $215 Shares 5,264 Est. Cost $36.13 Unrealized +11.9%
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $213 Shares 1,127 Est. Cost $188.71 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $211 Shares 808 Est. Cost $256.02 Unrealized 0.0%
FLQL FRANKLIN U.S. LARGE CAP MULT 0.0%
Value ($000) $211 Shares 3,334 Est. Cost $63.16 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $209 Shares 1,111 Est. Cost $166.28 Unrealized +11.7%
OMC OMNICOM GROUP 0.0%
Value ($000) $207 Shares 2,881 Est. Cost $77.04 Unrealized -6.6%
HLT HILTON WORLDWIDE HLDGS INC COM NEW 0.0%
Value ($000) $205 Shares 771 Est. Cost $237.69 Unrealized 0.0%
WRB WR BERKLEY CORP 0.0%
Value ($000) $204 Shares 2,782 Est. Cost $69.95 Unrealized 0.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $202 Shares 689 Est. Cost $246.73 Unrealized +16.5%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $200 Shares 1,269 Est. Cost $138.27 Unrealized +6.2%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $180 Shares 10,013 Est. Cost $17.94 Unrealized
NFBK NORTHFIELD BANCORP INC 0.0%
Value ($000) $148 Shares 12,890 Est. Cost $10.94 Unrealized -2.4%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $140 Shares 14,283 Est. Cost $9.55 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $120 Shares 13,391 Est. Cost $9.44 Unrealized -13.1%
BLACKROCK MUNIYIELD NY QLTY 0.0%
Value ($000) $101 Shares 10,621 Est. Cost $9.14 Unrealized
ESBA EMPIRE STATE REALTY OP LP-ES 0.0%
Value ($000) $101 Shares 12,797 Est. Cost $8.00 Unrealized
GERN GERON CORP 0.0%
Value ($000) $82 Shares 58,250 Est. Cost $2.71 Unrealized -47.8%
IAG IAMGOLD CORP 0.0%
Value ($000) $74 Shares 10,000 Est. Cost $3.81 Unrealized +83.9%
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value ($000) $60 Shares 15,000 Est. Cost $3.60 Unrealized 0.0%
SACH SACHEM CAPITAL CORP 0.0%
Value ($000) $57 Shares 47,500 Est. Cost $3.81 Unrealized
WIT WIPRO LTD-ADR 0.0%
Value ($000) $53 Shares 17,712 Est. Cost $3.54 Unrealized
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $20 Shares 17,592 Est. Cost $1.23 Unrealized -5.2%
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $1.75 Unrealized -63.1%