TIAA TRUST, NATIONAL ASSOCIATION Diversified Active

CIK: 0001997405 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $41,228,481 (100.0% shares, 0.0% debt)

Holdings (687)

IEFA ISHARES CORE MSCI EAFE ETF 10.0%
Value ($000) $4,143,178 Shares 47,576,490 Est. Cost $65.00 Unrealized
MBB ISHARES MBS ETF 5.9%
Value ($000) $2,413,954 Shares 25,364,396 Est. Cost $92.92 Unrealized
IEMG ISHARES CORE MSCI EMERGING 5.2%
Value ($000) $2,147,967 Shares 32,650,052 Est. Cost $48.94 Unrealized
VUG VANGUARD GROWTH ETF 4.1%
Value ($000) $1,684,314 Shares 3,511,847 Est. Cost $279.61 Unrealized
IWY ISHARES RUSSELL TOP 200 GROW 3.9%
Value ($000) $1,626,373 Shares 5,943,258 Est. Cost $160.32 Unrealized
USIG ISHARES BROAD USD INVESTMENT 3.1%
Value ($000) $1,284,142 Shares 24,591,007 Est. Cost $50.99 Unrealized
VEA VANGUARD FTSE DEVELOPED ETF 3.0%
Value ($000) $1,217,287 Shares 20,315,240 Est. Cost $44.08 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 2.9%
Value ($000) $1,214,915 Shares 6,514,642 Est. Cost $142.80 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP 2.8%
Value ($000) $1,171,784 Shares 15,303,736 Est. Cost $67.62 Unrealized
IWX ISHARES RUSSELL TOP 200 VALU 2.6%
Value ($000) $1,067,376 Shares 12,145,832 Est. Cost $70.07 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 2.1%
Value ($000) $885,736 Shares 1,895,364 Est. Cost $265.99 Unrealized
ESGU ISHARES ESG AWARE MSCI USA 2.1%
Value ($000) $862,722 Shares 5,938,745 Est. Cost $102.72 Unrealized
AGG ISHARES CORE U.S. AGGREGATE 2.1%
Value ($000) $854,195 Shares 8,520,453 Est. Cost $95.27 Unrealized
IWN ISHARES RUSSELL 2000 VALUE E 1.9%
Value ($000) $767,246 Shares 4,343,822 Est. Cost $153.16 Unrealized
GOVT ISHARES TR U S TREAS BD ETF 1.8%
Value ($000) $758,031 Shares 32,786,823 Est. Cost $22.94 Unrealized
VTEB VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX 1.7%
Value ($000) $713,772 Shares 14,255,500 Est. Cost $49.45 Unrealized
MUB ISHARES NATIONAL MUNI BOND E 1.4%
Value ($000) $588,808 Shares 5,529,245 Est. Cost $103.71 Unrealized
SPDW SPDR INDEX SHS FDS SPDR PORT DEVELOPED 1.4%
Value ($000) $583,274 Shares 13,631,083 Est. Cost $31.89 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH 1.4%
Value ($000) $576,953 Shares 4,787,990 Est. Cost $71.62 Unrealized
VWO VANGUARD FTSE EMERGING MARKE 1.2%
Value ($000) $497,000 Shares 9,173,140 Est. Cost $39.95 Unrealized
IWS ISHARES RUSSELL MID-CAP VALU 1.2%
Value ($000) $478,709 Shares 3,427,479 Est. Cost $104.70 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $476,702 Shares 1,872,138 Est. Cost $182.02 Unrealized +23.9%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 1.1%
Value ($000) $468,579 Shares 765,177 Est. Cost $393.95 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 1.1%
Value ($000) $438,665 Shares 1,371,062 Est. Cost $229.85 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 1.0%
Value ($000) $430,496 Shares 1,465,568 Est. Cost $208.24 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $425,470 Shares 635,696 Est. Cost $446.88 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE 1.0%
Value ($000) $406,222 Shares 4,545,391 Est. Cost $70.85 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $390,409 Shares 753,764 Est. Cost $339.71 Unrealized +49.7%
ESGD ISHARES TR ESG AWARE MSCI EAFE ETF 0.9%
Value ($000) $379,432 Shares 4,091,655 Est. Cost $70.34 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 0.9%
Value ($000) $353,931 Shares 9,364,978 Est. Cost $36.86 Unrealized
VV VANGUARD INDEX FDS VANGUARD LARGE-CAP 0.8%
Value ($000) $346,718 Shares 1,126,221 Est. Cost $224.23 Unrealized
IWP ISHARES RUSSELL MID-CAP GROW 0.8%
Value ($000) $345,936 Shares 2,428,897 Est. Cost $91.35 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.8%
Value ($000) $322,107 Shares 3,336,167 Est. Cost $69.25 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND 0.8%
Value ($000) $309,954 Shares 3,918,546 Est. Cost $56.74 Unrealized
VOE VANGUARD INDEX FDS VANGUARD MID-CAP 0.7%
Value ($000) $279,014 Shares 1,598,204 Est. Cost $131.15 Unrealized
NVDA NVIDIA CORP 0.7%
Value ($000) $275,632 Shares 1,477,299 Est. Cost $98.80 Unrealized +76.4%
IWB ISHARES RUSSELL 1000 ETF 0.7%
Value ($000) $268,855 Shares 736,306 Est. Cost $267.42 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK 0.6%
Value ($000) $261,162 Shares 795,814 Est. Cost $220.17 Unrealized
NULG NUVEEN ESG LRG-CAP GRW ETF 0.6%
Value ($000) $258,681 Shares 2,601,117 Est. Cost $64.47 Unrealized
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $243,815 Shares 1,002,938 Est. Cost $131.01 Unrealized +59.7%
SPYV SPDR PORT S&P 500 VALUE 0.6%
Value ($000) $239,580 Shares 4,330,027 Est. Cost $46.87 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP 0.6%
Value ($000) $237,495 Shares 933,992 Est. Cost $195.08 Unrealized
IWD ISHARES RUSSELL 1000 VALUE E 0.6%
Value ($000) $233,988 Shares 1,150,526 Est. Cost $151.82 Unrealized
SPEM SPDR INDEX SHS FDS S&P EMERGING MKTS 0.5%
Value ($000) $220,377 Shares 4,707,901 Est. Cost $34.62 Unrealized
IQLT ISHARES MSCI INTERNATIONAL Q 0.5%
Value ($000) $216,790 Shares 4,905,852 Est. Cost $34.05 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWT 0.5%
Value ($000) $213,074 Shares 2,038,786 Est. Cost $75.77 Unrealized
NULV NUVEEN ESG LARGE-CAP VAL ETF 0.5%
Value ($000) $204,830 Shares 4,673,595 Est. Cost $35.68 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 0.5%
Value ($000) $195,521 Shares 2,503,793 Est. Cost $75.15 Unrealized
AMZN AMAZON COM INC COM 0.5%
Value ($000) $191,074 Shares 870,219 Est. Cost $144.24 Unrealized +56.9%
ESGE ISHARES INC ESG AWARE MSCI EM ETF 0.5%
Value ($000) $189,104 Shares 4,368,788 Est. Cost $31.09 Unrealized
BND VANGUARD TOTAL BOND MARKET 0.5%
Value ($000) $186,368 Shares 2,505,957 Est. Cost $71.20 Unrealized
VOT VANGUARD INDEX FDS MID-CAP GROWTH ETF 0.4%
Value ($000) $183,599 Shares 624,932 Est. Cost $197.59 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.4%
Value ($000) $181,115 Shares 271,872 Est. Cost $427.48 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP 0.4%
Value ($000) $178,551 Shares 855,498 Est. Cost $170.11 Unrealized
SCHC SCHWAB INTL SMALL-CAP EQUITY 0.4%
Value ($000) $165,043 Shares 3,626,527 Est. Cost $38.17 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.4%
Value ($000) $158,503 Shares 2,336,764 Est. Cost $55.39 Unrealized
SUB ISHARES SHORT-TERM NATIONAL 0.4%
Value ($000) $152,594 Shares 1,429,055 Est. Cost $105.01 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $149,176 Shares 472,928 Est. Cost $148.36 Unrealized +99.5%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $142,728 Shares 589,883 Est. Cost $177.54 Unrealized
META META PLATFORMS INC CL A 0.3%
Value ($000) $140,814 Shares 191,743 Est. Cost $323.87 Unrealized +129.5%
VBK VANGUARD INDEX FDS VANGUARD SMALL-CAP 0.3%
Value ($000) $139,510 Shares 468,752 Est. Cost $229.58 Unrealized
EMB ISHARES JP MORGAN USD EMERGI 0.3%
Value ($000) $129,968 Shares 1,365,357 Est. Cost $90.77 Unrealized
BNDX VANGUARD TOTAL INTL BOND ETF 0.3%
Value ($000) $116,138 Shares 2,348,120 Est. Cost $49.50 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $115,302 Shares 229,351 Est. Cost $355.66 Unrealized +36.2%
AVGO BROADCOM INC 0.3%
Value ($000) $111,621 Shares 338,341 Est. Cost $151.66 Unrealized +101.6%
ESML ISHARES ESG AWARE MSCI USA S 0.2%
Value ($000) $100,180 Shares 2,225,333 Est. Cost $35.99 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $90,553 Shares 262,244 Est. Cost $410.16 Unrealized -27.1%
NUDM NUVEEN ESG INTL DEVEL MRK EQ 0.2%
Value ($000) $79,397 Shares 2,110,509 Est. Cost $27.85 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $73,459 Shares 301,615 Est. Cost $129.05 Unrealized +62.7%
QUAL ISHARES MSCI USA QUALITY FAC 0.2%
Value ($000) $73,418 Shares 377,472 Est. Cost $136.53 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $73,294 Shares 260,609 Est. Cost $139.26 Unrealized +82.5%
IJH ISHARES CORE S&P MIDCAP ETF 0.2%
Value ($000) $72,272 Shares 1,107,457 Est. Cost $118.75 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.2%
Value ($000) $71,013 Shares 623,576 Est. Cost $101.87 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $66,177 Shares 193,851 Est. Cost $238.62 Unrealized +44.6%
NUSC NUVEEN ESG SMALL-CAP ETF 0.2%
Value ($000) $65,941 Shares 1,495,268 Est. Cost $35.09 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $63,543 Shares 131,012 Est. Cost $515.16 Unrealized -9.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $63,063 Shares 340,134 Est. Cost $152.33 Unrealized +11.3%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.1%
Value ($000) $61,090 Shares 81 Est. Cost $579909.56 Unrealized +25.4%
WMT WALMART INC 0.1%
Value ($000) $58,614 Shares 568,734 Est. Cost $60.15 Unrealized +65.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $57,960 Shares 75,970 Est. Cost $564.29 Unrealized +31.5%
IJR ISHARES CORE S&P SMALL-CAP E 0.1%
Value ($000) $57,910 Shares 487,341 Est. Cost $96.45 Unrealized
NYF ISHARES NEW YORK MUNI BOND E 0.1%
Value ($000) $55,531 Shares 1,040,875 Est. Cost $51.91 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $51,771 Shares 459,140 Est. Cost $101.29 Unrealized +8.3%
JMUB JPMORGAN MUNICIPAL ETF 0.1%
Value ($000) $49,329 Shares 977,385 Est. Cost $50.01 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $48,816 Shares 120,475 Est. Cost $322.31 Unrealized +20.7%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $48,578 Shares 667,556 Est. Cost $44.02 Unrealized
MA MASTERCARD INC - A 0.1%
Value ($000) $47,072 Shares 82,755 Est. Cost $404.22 Unrealized +41.9%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $46,438 Shares 988,877 Est. Cost $43.03 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE E 0.1%
Value ($000) $44,463 Shares 533,069 Est. Cost $69.96 Unrealized
XLU SELECT SECTOR SPDR TR UTILS 0.1%
Value ($000) $42,758 Shares 490,283 Est. Cost $81.45 Unrealized
EMXC ISHARES MSCI EMR MRK EX CHNA 0.1%
Value ($000) $41,561 Shares 615,628 Est. Cost $53.68 Unrealized
NUEM NUVEEN ESG EMERGING MARKETS 0.1%
Value ($000) $41,157 Shares 1,153,183 Est. Cost $26.58 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $40,027 Shares 90,006 Est. Cost $221.05 Unrealized +56.9%
CMF ISHARES CALIFORNIA MUNI BOND 0.1%
Value ($000) $39,903 Shares 699,571 Est. Cost $55.10 Unrealized
SPSB SPDR PORT SHRT TRM CORP BND 0.1%
Value ($000) $39,664 Shares 1,310,457 Est. Cost $29.35 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $39,630 Shares 282,184 Est. Cost $156.16 Unrealized -10.1%
RTX RTX CORP 0.1%
Value ($000) $38,669 Shares 231,111 Est. Cost $107.47 Unrealized +43.6%
NOW SERVICENOW INC 0.1%
Value ($000) $38,417 Shares 41,745 Est. Cost $141.28 Unrealized +32.2%
APP APPLOVIN CORP-CLASS A 0.1%
Value ($000) $37,902 Shares 52,749 Est. Cost $391.58 Unrealized +17.8%
WFC WELLS FARGO & CO 0.1%
Value ($000) $37,283 Shares 444,801 Est. Cost $64.51 Unrealized +24.7%
NUMV NUVEEN ESG MID-CAP VALUE ETF 0.1%
Value ($000) $37,059 Shares 957,861 Est. Cost $28.43 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $37,045 Shares 160,008 Est. Cost $135.80 Unrealized +48.7%
GE GE AEROSPACE COM 0.1%
Value ($000) $36,593 Shares 121,662 Est. Cost $141.29 Unrealized +93.0%
BAC BANK AMER CORP COM 0.1%
Value ($000) $35,610 Shares 690,246 Est. Cost $30.68 Unrealized +57.6%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $35,575 Shares 157,725 Est. Cost $172.68 Unrealized +24.4%
CVX CHEVRON CORP 0.1%
Value ($000) $33,388 Shares 215,001 Est. Cost $146.50 Unrealized +3.9%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $33,244 Shares 216,363 Est. Cost $145.34 Unrealized +6.6%
NFLX NETFLIX INC 0.1%
Value ($000) $33,025 Shares 27,546 Est. Cost $45.89 Unrealized +166.0%
BA BOEING CO COM 0.1%
Value ($000) $32,705 Shares 151,530 Est. Cost $183.93 Unrealized +22.6%
IBM INTERNATIONAL BUSINESS MACHS CORP 0.1%
Value ($000) $31,962 Shares 113,286 Est. Cost $142.21 Unrealized +82.5%
VGT VANGUARD INFO TECH ETF 0.1%
Value ($000) $31,724 Shares 42,489 Est. Cost $422.34 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $31,341 Shares 94,356 Est. Cost $206.23 Unrealized +53.5%
HYD VANECK HIGH YIELD MUNI ETF 0.1%
Value ($000) $30,666 Shares 602,466 Est. Cost $49.12 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GR 0.1%
Value ($000) $29,868 Shares 967,857 Est. Cost $30.81 Unrealized
TJX TJX COMPANIES INC 0.1%
Value ($000) $29,576 Shares 204,624 Est. Cost $105.98 Unrealized +24.8%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $28,872 Shares 309,229 Est. Cost $79.17 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $28,065 Shares 215,965 Est. Cost $91.89 Unrealized +54.2%
VTEI VANGUARD INT TAX-EXEMPT BOND 0.1%
Value ($000) $27,929 Shares 278,370 Est. Cost $100.33 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.1%
Value ($000) $27,835 Shares 98,755 Est. Cost $205.43 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $27,676 Shares 73,034 Est. Cost $258.88 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $27,417 Shares 73,259 Est. Cost $218.15 Unrealized +66.5%
EMLC VANECK JPM EM LOCAL CURR BND 0.1%
Value ($000) $26,574 Shares 1,041,705 Est. Cost $25.04 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC - A 0.1%
Value ($000) $26,256 Shares 53,543 Est. Cost $226.96 Unrealized +100.4%
VTES VANGUARD SH TERM TAX-EX BOND 0.1%
Value ($000) $25,478 Shares 249,968 Est. Cost $101.93 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $24,506 Shares 116,420 Est. Cost $195.16 Unrealized +6.1%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $23,771 Shares 163,140 Est. Cost $102.24 Unrealized +26.0%
ITM VANECK INTERMEDIATE MUNI ETF 0.1%
Value ($000) $23,509 Shares 504,489 Est. Cost $46.60 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $23,407 Shares 147,251 Est. Cost $108.48 Unrealized +35.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $23,201 Shares 9,928 Est. Cost $2028.09 Unrealized +18.4%
HEEM ISHARES CRNCY HEDGD MSCI EM 0.1%
Value ($000) $22,797 Shares 677,476 Est. Cost $25.20 Unrealized
NUMG NUVEEN ESG MID-CAP GROW ETF 0.1%
Value ($000) $22,649 Shares 465,259 Est. Cost $36.66 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $22,618 Shares 46,471 Est. Cost $457.12 Unrealized +16.8%
INTU INTUIT INC 0.1%
Value ($000) $22,070 Shares 32,318 Est. Cost $625.82 Unrealized +15.0%
WELL WELLTOWER INC 0.1%
Value ($000) $21,961 Shares 123,280 Est. Cost $78.39 Unrealized +108.5%
LOW LOWE'S COS INC 0.1%
Value ($000) $21,458 Shares 85,384 Est. Cost $221.91 Unrealized +10.0%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $21,294 Shares 76,245 Est. Cost $217.62 Unrealized
PLTR PALANTIR TECHNOLOGIES INC-A 0.1%
Value ($000) $21,195 Shares 116,188 Est. Cost $96.07 Unrealized +68.7%
GEV GE VERNOVA INC 0.1%
Value ($000) $21,049 Shares 34,235 Est. Cost $308.49 Unrealized +96.3%
SNPS SYNOPSYS INC 0.0%
Value ($000) $20,575 Shares 41,702 Est. Cost $542.21 Unrealized +4.3%
MCK MCKESSON CORP 0.0%
Value ($000) $20,567 Shares 26,622 Est. Cost $622.97 Unrealized +12.9%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $19,695 Shares 159,156 Est. Cost $93.90 Unrealized +27.6%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $19,690 Shares 47,513 Est. Cost $298.06 Unrealized +30.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $19,555 Shares 206,340 Est. Cost $72.85 Unrealized +26.6%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $19,476 Shares 21,041 Est. Cost $532.21 Unrealized +79.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $19,281 Shares 197,490 Est. Cost $59.38 Unrealized +74.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $17,980 Shares 183,525 Est. Cost $72.49 Unrealized +29.0%
IEF ISHARES 7-10 YEAR TREASURY B 0.0%
Value ($000) $17,765 Shares 184,173 Est. Cost $97.42 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $17,721 Shares 132,313 Est. Cost $101.14 Unrealized +29.1%
LIN LINDE PLC 0.0%
Value ($000) $17,597 Shares 37,047 Est. Cost $381.96 Unrealized +23.2%
CME CME GROUP INC 0.0%
Value ($000) $17,547 Shares 64,942 Est. Cost $264.70 Unrealized +1.9%
EQT EQT CORP 0.0%
Value ($000) $17,269 Shares 317,276 Est. Cost $53.17 Unrealized -1.0%
SLYG SPDR S&P 600 SMALL CAP GROWT 0.0%
Value ($000) $17,090 Shares 181,215 Est. Cost $77.44 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $16,788 Shares 103,503 Est. Cost $137.50 Unrealized +20.1%
IAGG ISHARES INTL AGGREGATE BOND 0.0%
Value ($000) $16,588 Shares 323,794 Est. Cost $51.11 Unrealized
HEFA ISHA CURR HEDGED MSCI EAFE 0.0%
Value ($000) $16,211 Shares 409,270 Est. Cost $34.16 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $15,634 Shares 136,515 Est. Cost $108.60 Unrealized -0.3%
CYBERARK SOFTWARE LTD/ISRAEL 0.0%
Value ($000) $15,491 Shares 32,063 Est. Cost $409.37 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $15,478 Shares 25,782 Est. Cost $365.25 Unrealized
AVUV AMERICAN CENTY ETF TR AVANTIS U S SMALL 0.0%
Value ($000) $15,465 Shares 155,381 Est. Cost $98.06 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE 0.0%
Value ($000) $15,403 Shares 173,755 Est. Cost $76.33 Unrealized
ACN ACCENTURE PLC IRELAND SHS CL A 0.0%
Value ($000) $15,278 Shares 61,956 Est. Cost $323.02 Unrealized -19.3%
TLT ISHARES 20Plus YEAR TREASURY BD 0.0%
Value ($000) $15,162 Shares 169,655 Est. Cost $96.62 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $15,064 Shares 32,201 Est. Cost $503.08 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $14,832 Shares 35,117 Est. Cost $369.17 Unrealized +3.1%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $14,821 Shares 19,549 Est. Cost $512.56 Unrealized +43.4%
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $14,772 Shares 21,164 Est. Cost $349.51 Unrealized +100.1%
CEF SPROTT PHYSICAL GOLD AND SIL 0.0%
Value ($000) $14,681 Shares 400,125 Est. Cost $25.86 Unrealized
MCD MCDONALD'S CORP 0.0%
Value ($000) $14,638 Shares 48,171 Est. Cost $261.49 Unrealized +15.3%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $14,637 Shares 213,937 Est. Cost $54.82 Unrealized +22.9%
MNDY MONDAY.COM LTD 0.0%
Value ($000) $14,392 Shares 74,304 Est. Cost $230.24 Unrealized 0.0%
SLQD ISHARES 0-5 YR INV GRD CORP 0.0%
Value ($000) $14,248 Shares 280,316 Est. Cost $48.42 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $13,849 Shares 208,830 Est. Cost $56.91 Unrealized +19.4%
PPL PPL CORP 0.0%
Value ($000) $13,506 Shares 363,449 Est. Cost $32.73 Unrealized +8.3%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $13,412 Shares 146,705 Est. Cost $80.98 Unrealized
VRT VERTIV HOLDINGS CO-A 0.0%
Value ($000) $13,390 Shares 88,759 Est. Cost $108.98 Unrealized +22.3%
TEVA TEVA PHARMACEUTICAL-SP ADR 0.0%
Value ($000) $13,268 Shares 656,815 Est. Cost $20.20 Unrealized
GWX SPDR S&P INTL SMALL CAP 0.0%
Value ($000) $13,199 Shares 328,485 Est. Cost $31.75 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $12,845 Shares 327,773 Est. Cost $46.95 Unrealized -4.1%
EEM ISHARES MSCI EMERGING MARKET 0.0%
Value ($000) $12,842 Shares 240,487 Est. Cost $44.40 Unrealized
SHOP SHOPIFY INC - CLASS A 0.0%
Value ($000) $12,832 Shares 86,348 Est. Cost $134.29 Unrealized +1.0%
STPZ PIMCO 1-5 YEAR US TIPS INDEX 0.0%
Value ($000) $12,643 Shares 233,351 Est. Cost $51.50 Unrealized
PSLV SPROTT PHYSICAL SILVER TRUST 0.0%
Value ($000) $12,509 Shares 796,744 Est. Cost $11.07 Unrealized
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $12,415 Shares 147,957 Est. Cost $100.31 Unrealized -19.2%
AMGN AMGEN INC 0.0%
Value ($000) $12,373 Shares 43,852 Est. Cost $233.19 Unrealized +22.9%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $12,116 Shares 41,281 Est. Cost $236.32 Unrealized +26.0%
SYK STRYKER CORP 0.0%
Value ($000) $11,851 Shares 32,059 Est. Cost $280.63 Unrealized +37.0%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $11,713 Shares 86,978 Est. Cost $179.23 Unrealized -12.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $11,561 Shares 25,850 Est. Cost $506.25 Unrealized -5.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $11,355 Shares 94,061 Est. Cost $68.89 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $11,179 Shares 40,035 Est. Cost $159.78 Unrealized +66.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $11,087 Shares 175,013 Est. Cost $57.23 Unrealized +1.0%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $11,019 Shares 372,023 Est. Cost $22.12 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $10,880 Shares 30,843 Est. Cost $531.44 Unrealized -32.5%
MDYG SPDR S&P 400 MID CAPGROWTH E 0.0%
Value ($000) $10,704 Shares 116,909 Est. Cost $75.03 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $10,694 Shares 22,413 Est. Cost $274.21 Unrealized +55.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $10,247 Shares 43,351 Est. Cost $207.29 Unrealized +7.7%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $10,183 Shares 10,907 Est. Cost $172.68 Unrealized +81.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $10,100 Shares 16,576 Est. Cost $423.98 Unrealized +32.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $9,334 Shares 123,639 Est. Cost $64.82 Unrealized +11.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $9,129 Shares 18,287 Est. Cost $442.92 Unrealized +1.2%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $8,983 Shares 211,014 Est. Cost $45.03 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $8,890 Shares 43,422 Est. Cost $160.82 Unrealized +12.4%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.0%
Value ($000) $8,477 Shares 14,223 Est. Cost $456.64 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BO 0.0%
Value ($000) $8,385 Shares 101,072 Est. Cost $81.15 Unrealized
T AT&T INC 0.0%
Value ($000) $8,327 Shares 294,864 Est. Cost $16.48 Unrealized +70.3%
CRM SALESFORCE INC 0.0%
Value ($000) $8,251 Shares 34,814 Est. Cost $240.35 Unrealized +4.6%
ETR ENTERGY CORP 0.0%
Value ($000) $8,122 Shares 87,157 Est. Cost $45.50 Unrealized +91.4%
PFE PFIZER INC 0.0%
Value ($000) $8,048 Shares 316,027 Est. Cost $30.40 Unrealized -20.6%
DIS DISNEY WALT CO DISNEY COM 0.0%
Value ($000) $8,019 Shares 70,037 Est. Cost $85.05 Unrealized +37.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $8,014 Shares 39,359 Est. Cost $172.65 Unrealized +10.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $8,000 Shares 10,046 Est. Cost $375.87 Unrealized +95.5%
BSV VANGUARD BD INDEX FDS VANGUARD SHORT 0.0%
Value ($000) $7,496 Shares 94,990 Est. Cost $75.39 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $7,461 Shares 44,848 Est. Cost $154.33 Unrealized +1.9%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $7,387 Shares 280,713 Est. Cost $25.62 Unrealized
MMM 3M CO 0.0%
Value ($000) $7,322 Shares 47,185 Est. Cost $83.43 Unrealized +83.5%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $7,070 Shares 27,113 Est. Cost $234.28 Unrealized +9.8%
SCHW SCHWAB (CHARLES) CORP 0.0%
Value ($000) $7,054 Shares 73,882 Est. Cost $76.35 Unrealized +23.8%
DE DEERE & CO 0.0%
Value ($000) $6,726 Shares 14,709 Est. Cost $388.42 Unrealized +26.1%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $6,633 Shares 211,121 Est. Cost $41.49 Unrealized -20.1%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $6,581 Shares 61,043 Est. Cost $89.19 Unrealized +12.7%
DHR DANAHER CORP 0.0%
Value ($000) $6,396 Shares 32,262 Est. Cost $230.63 Unrealized -14.0%
NET CLOUDFLARE INC - CLASS A 0.0%
Value ($000) $6,303 Shares 29,371 Est. Cost $143.91 Unrealized +41.9%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $6,139 Shares 20,436 Est. Cost $205.53 Unrealized +34.3%
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value ($000) $6,108 Shares 99,124 Est. Cost $50.16 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 0.0%
Value ($000) $5,819 Shares 26,964 Est. Cost $157.87 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $5,779 Shares 131,506 Est. Cost $29.17 Unrealized +45.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5,753 Shares 60,808 Est. Cost $106.30 Unrealized -12.2%
VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL 0.0%
Value ($000) $5,673 Shares 77,229 Est. Cost $58.80 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $5,376 Shares 29,262 Est. Cost $159.76 Unrealized +21.0%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $5,227 Shares 97,033 Est. Cost $35.88 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $5,165 Shares 24,295 Est. Cost $134.84 Unrealized +61.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $4,937 Shares 61,755 Est. Cost $87.56 Unrealized -3.3%
IUSG ISHARES CORE S&P U.S. GROWTH 0.0%
Value ($000) $4,930 Shares 29,963 Est. Cost $97.07 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $4,804 Shares 76,890 Est. Cost $67.21 Unrealized -5.7%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $4,733 Shares 104,968 Est. Cost $49.86 Unrealized -8.7%
IEI ISHARES 3-7 YEAR TREASURY BO 0.0%
Value ($000) $4,674 Shares 39,106 Est. Cost $118.95 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $4,633 Shares 27,117 Est. Cost $137.39 Unrealized +23.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $4,624 Shares 41,572 Est. Cost $104.69 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $4,513 Shares 33,705 Est. Cost $75.06 Unrealized +40.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $4,501 Shares 18,318 Est. Cost $176.89 Unrealized +35.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $4,470 Shares 52,834 Est. Cost $92.42 Unrealized -4.2%
AME AMETEK INC 0.0%
Value ($000) $4,405 Shares 23,430 Est. Cost $157.82 Unrealized +16.3%
CSX CSX CORP 0.0%
Value ($000) $4,405 Shares 124,043 Est. Cost $30.90 Unrealized +9.8%
VEU VANGUARD FTSE ALL-WORLD EX-U 0.0%
Value ($000) $4,342 Shares 60,842 Est. Cost $52.53 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $4,204 Shares 19,038 Est. Cost $161.08 Unrealized +38.9%
SHW SHERWIN-WILLIAMS CO/THE 0.0%
Value ($000) $4,148 Shares 11,978 Est. Cost $270.83 Unrealized +29.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $4,117 Shares 31,388 Est. Cost $93.04 Unrealized +45.6%
CMBS ISHARES CMBS ETF 0.0%
Value ($000) $4,091 Shares 83,372 Est. Cost $48.89 Unrealized
XLY CONSUMER DISCRETIONARY SELT 0.0%
Value ($000) $3,994 Shares 16,667 Est. Cost $162.50 Unrealized
FSM FORTUNA MINING CORP 0.0%
Value ($000) $3,911 Shares 436,540 Est. Cost $6.19 Unrealized +17.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $3,883 Shares 58,777 Est. Cost $36.58 Unrealized +67.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $3,870 Shares 34,404 Est. Cost $76.92 Unrealized +40.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $3,835 Shares 14,773 Est. Cost $235.10 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $3,721 Shares 44,258 Est. Cost $60.16 Unrealized +22.2%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $3,719 Shares 18,011 Est. Cost $155.31 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $3,717 Shares 29,893 Est. Cost $120.65 Unrealized +5.1%
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $3,673 Shares 26,064 Est. Cost $105.23 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VA 0.0%
Value ($000) $3,673 Shares 82,179 Est. Cost $35.22 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $3,579 Shares 17,812 Est. Cost $127.01 Unrealized +54.1%
INTC INTEL CORP 0.0%
Value ($000) $3,545 Shares 105,625 Est. Cost $35.00 Unrealized -30.8%
ITOT ISHARES CORE S&P TOTAL U.S. 0.0%
Value ($000) $3,408 Shares 23,398 Est. Cost $99.77 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $3,329 Shares 2,855 Est. Cost $991.05 Unrealized +11.9%
XLC COMM SERV SELECT SECTOR SPDR 0.0%
Value ($000) $3,317 Shares 28,026 Est. Cost $107.40 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $3,313 Shares 16,441 Est. Cost $198.50 Unrealized +2.8%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $3,299 Shares 611 Est. Cost $3532.40 Unrealized +57.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3,293 Shares 12,076 Est. Cost $246.35 Unrealized +15.9%
SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF 0.0%
Value ($000) $3,232 Shares 122,692 Est. Cost $29.34 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $3,199 Shares 19,771 Est. Cost $116.14 Unrealized +39.0%
CB CHUBB LTD 0.0%
Value ($000) $3,142 Shares 11,133 Est. Cost $207.27 Unrealized +32.8%
AFL AFLAC INC 0.0%
Value ($000) $3,083 Shares 27,604 Est. Cost $73.01 Unrealized +42.7%
CI THE CIGNA GROUP 0.0%
Value ($000) $3,065 Shares 10,634 Est. Cost $275.18 Unrealized +6.5%
TGT TARGET CORP 0.0%
Value ($000) $3,055 Shares 34,053 Est. Cost $116.39 Unrealized -16.9%
MCO MOODY'S CORP 0.0%
Value ($000) $2,952 Shares 6,195 Est. Cost $343.88 Unrealized +46.2%
COR CENCORA INC 0.0%
Value ($000) $2,944 Shares 9,420 Est. Cost $227.71 Unrealized +28.9%
NKE NIKE INC -CL B 0.0%
Value ($000) $2,933 Shares 42,057 Est. Cost $83.50 Unrealized -11.6%
XLP CONSUMER STAPLES SPDR 0.0%
Value ($000) $2,903 Shares 37,041 Est. Cost $79.60 Unrealized
RSP INVESCO EXCHANGE-TRADED FD 0.0%
Value ($000) $2,877 Shares 15,165 Est. Cost $157.82 Unrealized
SCHB SCHWAB STRATEGIC TR US BROAD MKT ETF 0.0%
Value ($000) $2,869 Shares 111,605 Est. Cost $31.39 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $2,778 Shares 25,494 Est. Cost $49.57 Unrealized +104.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $2,774 Shares 12,925 Est. Cost $103.58 Unrealized +93.3%
DFAC DIMENSIONAL US CORE EQUITY 2 0.0%
Value ($000) $2,750 Shares 71,288 Est. Cost $26.20 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,719 Shares 24,498 Est. Cost $70.72 Unrealized +58.8%
ZTS ZOETIS INC 0.0%
Value ($000) $2,631 Shares 17,981 Est. Cost $176.11 Unrealized -14.5%
BDX BECTON DICKINSON AND CO 0.0%
Value ($000) $2,569 Shares 13,724 Est. Cost $257.50 Unrealized -28.5%
USB US BANCORP 0.0%
Value ($000) $2,553 Shares 52,814 Est. Cost $33.54 Unrealized +38.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $2,443 Shares 5,789 Est. Cost $223.89 Unrealized +90.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $2,437 Shares 62,132 Est. Cost $37.92 Unrealized +13.9%
XLV HEALTH CARE SELECT SECTOR 0.0%
Value ($000) $2,425 Shares 17,422 Est. Cost $129.00 Unrealized
DFUS DIMENSIONAL US EQ MKT ETF 0.0%
Value ($000) $2,383 Shares 32,902 Est. Cost $50.50 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $2,342 Shares 2,172 Est. Cost $469.45 Unrealized +98.2%
D DOMINION RESOURCES INC/VA 0.0%
Value ($000) $2,323 Shares 37,981 Est. Cost $45.67 Unrealized +27.7%
BOH BANK OF HAWAII CORP 0.0%
Value ($000) $2,307 Shares 35,152 Est. Cost $57.92 Unrealized +13.1%
PSX PHILLIPS 66 0.0%
Value ($000) $2,299 Shares 16,904 Est. Cost $110.68 Unrealized +14.2%
SYY SYSCO CORP 0.0%
Value ($000) $2,221 Shares 26,974 Est. Cost $67.33 Unrealized +17.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $2,190 Shares 11,358 Est. Cost $147.03 Unrealized +18.7%
XLI INDUSTRIAL SELECT SECT SPDR 0.0%
Value ($000) $2,170 Shares 14,071 Est. Cost $105.00 Unrealized
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $2,170 Shares 6,593 Est. Cost $128.51 Unrealized +150.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2,165 Shares 6,193 Est. Cost $294.49 Unrealized +16.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $2,156 Shares 28,595 Est. Cost $64.67 Unrealized +4.9%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $2,152 Shares 10,282 Est. Cost $162.77 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2,134 Shares 21,234 Est. Cost $84.94 Unrealized +16.7%
C CITIGROUP INC 0.0%
Value ($000) $2,111 Shares 20,803 Est. Cost $59.79 Unrealized +57.4%
PEG PUBLIC SERVICE ENTERPRISE GP 0.0%
Value ($000) $2,082 Shares 24,948 Est. Cost $56.98 Unrealized +45.2%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2,072 Shares 4,530 Est. Cost $405.74 Unrealized +10.5%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2,069 Shares 5,282 Est. Cost $358.85 Unrealized +16.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2,062 Shares 6,046 Est. Cost $216.26 Unrealized +45.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $2,061 Shares 14,718 Est. Cost $122.16 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $1,987 Shares 8,299 Est. Cost $153.01 Unrealized +57.1%
SUSA ISHARES ESG OPTIMIZED MSCI U 0.0%
Value ($000) $1,938 Shares 14,289 Est. Cost $95.23 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $1,898 Shares 4,411 Est. Cost $308.42 Unrealized +38.8%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $1,850 Shares 17,601 Est. Cost $125.37 Unrealized -12.3%
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $1,823 Shares 78,321 Est. Cost $23.53 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $1,822 Shares 1,909 Est. Cost $746.04 Unrealized +19.1%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $1,814 Shares 5,451 Est. Cost $218.28 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,802 Shares 40,064 Est. Cost $48.66 Unrealized -3.1%
DIA SPDR DJIA TRUST 0.0%
Value ($000) $1,792 Shares 3,865 Est. Cost $357.87 Unrealized
MAR MARRIOTT INTERNATIONAL -CL A 0.0%
Value ($000) $1,775 Shares 6,816 Est. Cost $224.92 Unrealized +18.9%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $1,771 Shares 29,668 Est. Cost $54.21 Unrealized +24.8%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $1,760 Shares 26,727 Est. Cost $65.85 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $1,758 Shares 12,375 Est. Cost $113.75 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1,755 Shares 7,105 Est. Cost $145.51 Unrealized +59.2%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $1,730 Shares 8,993 Est. Cost $175.36 Unrealized +16.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,701 Shares 14,845 Est. Cost $85.47 Unrealized +25.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1,694 Shares 10,052 Est. Cost $113.54 Unrealized +56.5%
DFAS DIMENSIONAL US SMALL CAP ETF 0.0%
Value ($000) $1,693 Shares 24,733 Est. Cost $52.77 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $1,693 Shares 6,181 Est. Cost $185.69 Unrealized +45.6%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $1,661 Shares 11,274 Est. Cost $93.47 Unrealized +47.5%
SCHG SCHWAB US LARGE-CAP GROWTH 0.0%
Value ($000) $1,651 Shares 51,728 Est. Cost $37.53 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $1,590 Shares 4,922 Est. Cost $436.66 Unrealized -29.4%
STT STATE STREET CORP 0.0%
Value ($000) $1,590 Shares 13,705 Est. Cost $67.98 Unrealized +61.9%
FISV FISERV INC 0.0%
Value ($000) $1,578 Shares 12,239 Est. Cost $133.91 Unrealized +7.0%
O REALTY INCOME CORP 0.0%
Value ($000) $1,533 Shares 25,221 Est. Cost $54.81 Unrealized +3.8%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $1,525 Shares 3,104 Est. Cost $366.33 Unrealized +39.3%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $1,517 Shares 16,980 Est. Cost $90.19 Unrealized
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value ($000) $1,513 Shares 23,131 Est. Cost $63.91 Unrealized -6.3%
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $1,503 Shares 55,063 Est. Cost $38.32 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $1,499 Shares 9,860 Est. Cost $125.86 Unrealized +16.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,494 Shares 5,942 Est. Cost $232.13 Unrealized +17.8%
CTAS CINTAS CORP 0.0%
Value ($000) $1,485 Shares 7,235 Est. Cost $183.49 Unrealized +16.0%
FAST FASTENAL CO 0.0%
Value ($000) $1,463 Shares 29,829 Est. Cost $33.73 Unrealized +39.2%
VCR VANGUARD CONSUMER DISCRE ETF 0.0%
Value ($000) $1,449 Shares 3,658 Est. Cost $270.61 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $1,446 Shares 17,498 Est. Cost $69.77 Unrealized +17.4%
MTB M & T BANK CORP 0.0%
Value ($000) $1,442 Shares 7,296 Est. Cost $130.03 Unrealized +49.0%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $1,430 Shares 2,238 Est. Cost $510.08 Unrealized +19.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $1,424 Shares 20,759 Est. Cost $23.91 Unrealized +84.8%
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $1,379 Shares 1,424 Est. Cost $692.00 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value ($000) $1,351 Shares 12,290 Est. Cost $63.78 Unrealized +67.5%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value ($000) $1,347 Shares 31,982 Est. Cost $40.62 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $1,340 Shares 19,988 Est. Cost $64.16 Unrealized +9.6%
FDX FEDEX CORP 0.0%
Value ($000) $1,329 Shares 5,634 Est. Cost $246.60 Unrealized -7.4%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $1,280 Shares 7,878 Est. Cost $109.24 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $1,267 Shares 27,705 Est. Cost $29.69 Unrealized +49.3%
VOX VANGUARD COMMUNICATION SERVI 0.0%
Value ($000) $1,260 Shares 6,712 Est. Cost $107.28 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VA 0.0%
Value ($000) $1,245 Shares 11,257 Est. Cost $90.83 Unrealized
KR KROGER CO 0.0%
Value ($000) $1,219 Shares 18,088 Est. Cost $49.15 Unrealized +40.5%
CSL CARLISLE COS INC 0.0%
Value ($000) $1,210 Shares 3,679 Est. Cost $367.43 Unrealized +3.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1,199 Shares 13,114 Est. Cost $88.69 Unrealized +1.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1,190 Shares 12,498 Est. Cost $82.47 Unrealized +10.7%
IJJ ISHARES S&P MID-CAP 400 VALU 0.0%
Value ($000) $1,184 Shares 9,130 Est. Cost $105.40 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $1,176 Shares 7,717 Est. Cost $111.83 Unrealized +27.1%
DFAT DIMENSIONAL US TARGET VALUE 0.0%
Value ($000) $1,173 Shares 20,148 Est. Cost $46.58 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1,147 Shares 3,756 Est. Cost $179.43 Unrealized +51.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,136 Shares 14,588 Est. Cost $30.53 Unrealized +2.0%
DOV DOVER CORP 0.0%
Value ($000) $1,132 Shares 6,788 Est. Cost $143.42 Unrealized +24.5%
NVS NOVARTIS AG-SPONSORED ADR 0.0%
Value ($000) $1,117 Shares 8,710 Est. Cost $103.11 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $1,107 Shares 3,858 Est. Cost $202.22 Unrealized +31.9%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1,104 Shares 1,538 Est. Cost $287.10 Unrealized +164.3%
VMBS VANGUARD MORTGAGE-BACKED SEC 0.0%
Value ($000) $1,098 Shares 23,383 Est. Cost $46.34 Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $1,090 Shares 19,651 Est. Cost $43.95 Unrealized +43.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $1,077 Shares 21,350 Est. Cost $30.66 Unrealized +50.4%
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.0%
Value ($000) $1,077 Shares 38,614 Est. Cost $30.87 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GR 0.0%
Value ($000) $1,075 Shares 7,597 Est. Cost $110.60 Unrealized
GLW CORNING INC 0.0%
Value ($000) $1,072 Shares 13,064 Est. Cost $32.80 Unrealized +98.1%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,069 Shares 21,203 Est. Cost $64.57 Unrealized -23.4%
IYW ISHARES USTECHNOLOGY ETF 0.0%
Value ($000) $1,068 Shares 5,451 Est. Cost $112.98 Unrealized
DELL DELL TECHNOLOGIES -C 0.0%
Value ($000) $1,058 Shares 7,461 Est. Cost $95.22 Unrealized +35.7%
BR BROADRIDGE FINANCIAL SOLUTIO 0.0%
Value ($000) $1,040 Shares 4,366 Est. Cost $170.29 Unrealized +45.2%
AEE AMEREN CORPORATION 0.0%
Value ($000) $1,038 Shares 9,943 Est. Cost $73.84 Unrealized +33.5%
TILT FLEXSHARES MORNINGSTAR US MA 0.0%
Value ($000) $1,028 Shares 4,243 Est. Cost $162.88 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $1,027 Shares 4,065 Est. Cost $124.18 Unrealized +99.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1,022 Shares 12,683 Est. Cost $54.41 Unrealized +31.1%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,011 Shares 1,798 Est. Cost $692.20 Unrealized -18.5%
IXUS ISHARES CORE INTL STOCK ETF 0.0%
Value ($000) $1,003 Shares 12,140 Est. Cost $78.75 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $1,000 Shares 8,082 Est. Cost $60.72 Unrealized +80.2%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $994 Shares 42,989 Est. Cost $19.72 Unrealized +21.9%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $988 Shares 12,616 Est. Cost $70.29 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $984 Shares 4,287 Est. Cost $176.06 Unrealized +32.5%
FTNT FORTINET INC 0.0%
Value ($000) $972 Shares 11,561 Est. Cost $94.31 Unrealized -5.4%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $969 Shares 8,069 Est. Cost $32.86 Unrealized +148.3%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $967 Shares 7,185 Est. Cost $76.77 Unrealized +65.9%
HSY HERSHEY CO/THE 0.0%
Value ($000) $956 Shares 5,110 Est. Cost $207.04 Unrealized -13.2%
UPS UNITED PARCEL SERVICE-CL B 0.0%
Value ($000) $952 Shares 11,397 Est. Cost $151.33 Unrealized -41.8%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $950 Shares 7,239 Est. Cost $85.01 Unrealized
IJK ISHARES S&P MID-CAP 400 GROW 0.0%
Value ($000) $949 Shares 9,896 Est. Cost $75.86 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $948 Shares 3,012 Est. Cost $179.75 Unrealized +43.9%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $946 Shares 30,256 Est. Cost $28.00 Unrealized
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $942 Shares 12,277 Est. Cost $68.24 Unrealized
LQPE PEO ALPHAQUEST THEMATIC PE 0.0%
Value ($000) $941 Shares 49,627 Est. Cost $18.16 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASUR 0.0%
Value ($000) $937 Shares 9,352 Est. Cost $99.92 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $916 Shares 4,838 Est. Cost $169.05 Unrealized
AON AON PLC-CLASS A 0.0%
Value ($000) $909 Shares 2,549 Est. Cost $328.83 Unrealized +9.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $897 Shares 1,798 Est. Cost $486.19 Unrealized +9.3%
EXC EXELON CORP 0.0%
Value ($000) $895 Shares 19,881 Est. Cost $37.20 Unrealized +16.6%
CTVA CORTEVA INC 0.0%
Value ($000) $894 Shares 13,212 Est. Cost $53.01 Unrealized +36.1%
MET METLIFE INC 0.0%
Value ($000) $893 Shares 10,837 Est. Cost $63.01 Unrealized +23.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $891 Shares 7,029 Est. Cost $124.82 Unrealized +9.9%
WS WORTHINGTON STEEL INC 0.0%
Value ($000) $891 Shares 29,316 Est. Cost $27.30 Unrealized +16.9%
ABNB AIRBNB INC-CLASS A 0.0%
Value ($000) $888 Shares 7,316 Est. Cost $133.30 Unrealized -3.0%
ADSK AUTODESK INC 0.0%
Value ($000) $856 Shares 2,695 Est. Cost $217.30 Unrealized +40.2%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $843 Shares 10,375 Est. Cost $98.11 Unrealized -19.3%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $843 Shares 2,371 Est. Cost $267.76 Unrealized
ONC BEONE MEDICINES LTD-ADR 0.0%
Value ($000) $840 Shares 2,466 Est. Cost $340.70 Unrealized
WDAY WORKDAY INC-CLASS A 0.0%
Value ($000) $828 Shares 3,438 Est. Cost $254.18 Unrealized -9.0%
SHEL SHELL PLC-ADR 0.0%
Value ($000) $821 Shares 11,481 Est. Cost $65.86 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $819 Shares 191 Est. Cost $2581.25 Unrealized +55.4%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $802 Shares 4,698 Est. Cost $117.87 Unrealized +35.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $800 Shares 10,287 Est. Cost $80.26 Unrealized -2.6%
FIS FIDELITY NATIONAL INFO SERV 0.0%
Value ($000) $796 Shares 12,077 Est. Cost $64.68 Unrealized +11.5%
CDNS CADENCE DESIGN SYS INC 0.0%
Value ($000) $784 Shares 2,233 Est. Cost $241.32 Unrealized +42.6%
WAT WATERS CORP 0.0%
Value ($000) $780 Shares 2,602 Est. Cost $324.30 Unrealized -7.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $776 Shares 4,789 Est. Cost $81.83 Unrealized +89.7%
EOG EOG RESOURCES INC 0.0%
Value ($000) $771 Shares 6,877 Est. Cost $117.64 Unrealized +0.3%
XPO XPO INC 0.0%
Value ($000) $765 Shares 5,918 Est. Cost $78.92 Unrealized +64.5%
DGRO ISHARES CORE DIVIDEND GROWTH 0.0%
Value ($000) $763 Shares 11,203 Est. Cost $61.48 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $750 Shares 13,188 Est. Cost $52.81 Unrealized +10.8%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $749 Shares 11,658 Est. Cost $75.09 Unrealized -10.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $746 Shares 4,457 Est. Cost $120.24 Unrealized +6.3%
BP BP PLC-SPONS ADR 0.0%
Value ($000) $738 Shares 21,406 Est. Cost $38.14 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $738 Shares 774 Est. Cost $737.71 Unrealized +35.7%
BMO BANK OF MONTREAL 0.0%
Value ($000) $737 Shares 5,655 Est. Cost $91.05 Unrealized +29.6%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $735 Shares 3,350 Est. Cost $147.46 Unrealized +35.6%
STX SEAGATE TECHNOLOGY HOLDINGS 0.0%
Value ($000) $712 Shares 3,018 Est. Cost $65.80 Unrealized +157.9%
USMV ISHARES MSCI USA MIN VOL FAC 0.0%
Value ($000) $709 Shares 7,452 Est. Cost $75.88 Unrealized
SRE SEMPRA 0.0%
Value ($000) $698 Shares 7,752 Est. Cost $70.11 Unrealized +13.8%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $690 Shares 10,622 Est. Cost $54.76 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $689 Shares 10,221 Est. Cost $55.03 Unrealized +16.1%
IUSV ISHARES CORE S&P U.S. VALUE 0.0%
Value ($000) $687 Shares 6,871 Est. Cost $84.01 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $686 Shares 4,029 Est. Cost $126.09 Unrealized +17.2%
SNA SNAP ON INC COM 0.0%
Value ($000) $683 Shares 1,970 Est. Cost $263.27 Unrealized +23.0%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $663 Shares 2,142 Est. Cost $231.89 Unrealized +29.5%
SSB SOUTHSTATE BANK CORP 0.0%
Value ($000) $662 Shares 6,697 Est. Cost $96.71 Unrealized 0.0%
FNDX SCHWAB FNDMNTL US LRG CO ETF 0.0%
Value ($000) $660 Shares 25,110 Est. Cost $23.93 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $660 Shares 8,862 Est. Cost $77.93 Unrealized -2.2%
MTUM ISHARES MSCI USA MOMENTUM FA 0.0%
Value ($000) $656 Shares 2,557 Est. Cost $156.61 Unrealized
VIGI VANGUARD INT DIV APP INDX FD 0.0%
Value ($000) $648 Shares 7,239 Est. Cost $89.55 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $648 Shares 1,610 Est. Cost $255.77 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $647 Shares 13,980 Est. Cost $35.36 Unrealized +26.6%
MKC MCCORMICK & CO-NON VTG SHRS 0.0%
Value ($000) $646 Shares 9,662 Est. Cost $77.05 Unrealized -10.4%
SPTM SPDR PORTFOLIO S&P 1500 COMP 0.0%
Value ($000) $643 Shares 7,967 Est. Cost $63.02 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $631 Shares 7,046 Est. Cost $83.87 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $621 Shares 793 Est. Cost $743.38 Unrealized +4.1%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value ($000) $618 Shares 11,141 Est. Cost $70.75 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $617 Shares 4,901 Est. Cost $129.99 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $617 Shares 8,219 Est. Cost $72.95 Unrealized +2.2%
BIP BROOKFIELD INFRASTRUCTURE PA 0.0%
Value ($000) $610 Shares 18,552 Est. Cost $29.43 Unrealized
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value ($000) $608 Shares 5,594 Est. Cost $108.70 Unrealized
ESGV VANGUARD ESG US STOCK ETF 0.0%
Value ($000) $596 Shares 5,028 Est. Cost $118.44 Unrealized
ESS ESSEX PROPERTY TRUST INC 0.0%
Value ($000) $595 Shares 2,222 Est. Cost $213.56 Unrealized +24.1%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $591 Shares 1,357 Est. Cost $287.07 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $581 Shares 1,961 Est. Cost $203.66 Unrealized
CGW INVESCO S&P GLOBAL WATER IND 0.0%
Value ($000) $578 Shares 9,000 Est. Cost $46.82 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $574 Shares 5,826 Est. Cost $119.56 Unrealized -17.5%
CWI SPDR MSCI ACWI EX-US 0.0%
Value ($000) $573 Shares 16,397 Est. Cost $25.49 Unrealized
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH 0.0%
Value ($000) $568 Shares 6,386 Est. Cost $77.03 Unrealized
FDN FIRST TRUST DJ INTERNET IND 0.0%
Value ($000) $563 Shares 2,011 Est. Cost $163.28 Unrealized
RDNT RADNET INC 0.0%
Value ($000) $562 Shares 7,375 Est. Cost $31.13 Unrealized +108.6%
F FORD MOTOR CO 0.0%
Value ($000) $561 Shares 46,847 Est. Cost $11.08 Unrealized +2.2%
FTCS FIRST TRUST CAPITAL STRENGTH 0.0%
Value ($000) $555 Shares 5,926 Est. Cost $87.80 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $552 Shares 1,708 Est. Cost $223.98 Unrealized +48.2%
MKL MARKEL GROUP INC 0.0%
Value ($000) $547 Shares 286 Est. Cost $1844.82 Unrealized +6.3%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $543 Shares 2,765 Est. Cost $102.04 Unrealized +78.5%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $540 Shares 9,776 Est. Cost $59.34 Unrealized -10.5%
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value ($000) $539 Shares 4,277 Est. Cost $84.36 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $538 Shares 2,288 Est. Cost $177.96 Unrealized +32.1%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $531 Shares 971 Est. Cost $423.87 Unrealized +20.9%
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $528 Shares 8,913 Est. Cost $50.92 Unrealized
CLX CLOROX CO COM 0.0%
Value ($000) $520 Shares 4,217 Est. Cost $140.08 Unrealized -12.7%
EBAY EBAY INC 0.0%
Value ($000) $519 Shares 5,706 Est. Cost $42.90 Unrealized +105.0%
BIIB BIOGEN INC 0.0%
Value ($000) $519 Shares 3,702 Est. Cost $236.41 Unrealized -42.8%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $514 Shares 7,670 Est. Cost $72.87 Unrealized -1.4%
VDC VANGUARD CONSUMER STAPLE ETF 0.0%
Value ($000) $503 Shares 2,355 Est. Cost $189.18 Unrealized
HL HECLA MINING CO 0.0%
Value ($000) $502 Shares 41,519 Est. Cost $5.10 Unrealized +57.5%
DAKT DAKTRONICS INC 0.0%
Value ($000) $502 Shares 24,000 Est. Cost $7.90 Unrealized +127.2%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $502 Shares 6,388 Est. Cost $59.81 Unrealized +32.3%
HDV ISHARES CORE HIGH DIVIDEND E 0.0%
Value ($000) $501 Shares 4,093 Est. Cost $109.80 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $501 Shares 3,468 Est. Cost $125.26 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $489 Shares 371 Est. Cost $843.19 Unrealized +61.9%
PLSE PULSE BIOSCIENCES INC 0.0%
Value ($000) $483 Shares 27,298 Est. Cost $6.21 Unrealized +154.6%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $471 Shares 11,686 Est. Cost $24.25 Unrealized +55.9%
VT VANGUARD TOT WORLD STK ETF 0.0%
Value ($000) $468 Shares 3,397 Est. Cost $118.08 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $467 Shares 4,382 Est. Cost $73.75 Unrealized +42.7%
HPQ HP INC 0.0%
Value ($000) $466 Shares 17,110 Est. Cost $28.22 Unrealized -7.4%
TEAM ATLASSIAN CORP-CL A 0.0%
Value ($000) $461 Shares 2,889 Est. Cost $237.59 Unrealized -23.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $456 Shares 6,413 Est. Cost $59.20 Unrealized +8.4%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $452 Shares 3,500 Est. Cost $118.86 Unrealized -10.0%
ESLT ELBIT SYSTEMS LTD 0.0%
Value ($000) $449 Shares 881 Est. Cost $232.75 Unrealized +100.8%
DCI DONALDSON CO INC 0.0%
Value ($000) $449 Shares 5,481 Est. Cost $61.55 Unrealized +21.6%
IYC ISHARES US CONSUMER DISCRETI 0.0%
Value ($000) $446 Shares 4,260 Est. Cost $66.95 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $445 Shares 4,513 Est. Cost $74.06 Unrealized +16.8%
IGIB ISHARES 5-10Y INV GRADE CORP 0.0%
Value ($000) $439 Shares 8,115 Est. Cost $52.18 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $438 Shares 4,222 Est. Cost $91.81 Unrealized +12.4%
OKE ONEOK INC 0.0%
Value ($000) $436 Shares 5,981 Est. Cost $62.62 Unrealized +19.9%
SAP SAP SE-SPONSORED ADR 0.0%
Value ($000) $431 Shares 1,613 Est. Cost $224.07 Unrealized
NUVEEN AMT-FR MUNI CRDT 0.0%
Value ($000) $430 Shares 35,000 Est. Cost $12.29 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $427 Shares 21,889 Est. Cost $12.07 Unrealized +12.9%
ONEQ FIDELITY NASDAQ COMP INDX 0.0%
Value ($000) $427 Shares 4,791 Est. Cost $81.14 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $424 Shares 9,525 Est. Cost $35.85 Unrealized +20.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $420 Shares 2,051 Est. Cost $183.91 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $420 Shares 3,018 Est. Cost $131.72 Unrealized +6.3%
TM TOYOTA MOTOR CORP -SPON ADR 0.0%
Value ($000) $418 Shares 2,187 Est. Cost $176.47 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $415 Shares 3,758 Est. Cost $84.53 Unrealized
SANM SANMINA CORP 0.0%
Value ($000) $414 Shares 3,600 Est. Cost $61.08 Unrealized +84.1%
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $414 Shares 52,800 Est. Cost $3.94 Unrealized +49.8%
FVD FIRST TRUST VALUE LINE DVD 0.0%
Value ($000) $408 Shares 8,828 Est. Cost $41.61 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $407 Shares 2,945 Est. Cost $116.01 Unrealized
SCI SERVICE CORP INTERNATIONAL 0.0%
Value ($000) $406 Shares 4,879 Est. Cost $65.37 Unrealized +22.1%
NEM NEWMONT CORP 0.0%
Value ($000) $404 Shares 4,797 Est. Cost $34.73 Unrealized +99.8%
FDL FIRST TRUST MORN DVD LEAD IN 0.0%
Value ($000) $403 Shares 9,281 Est. Cost $43.41 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $402 Shares 5,405 Est. Cost $82.99 Unrealized -13.3%
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $401 Shares 4,252 Est. Cost $108.50 Unrealized -11.5%
TLH ISHARES 10-20 YEAR TREASURY 0.0%
Value ($000) $400 Shares 3,881 Est. Cost $109.13 Unrealized
ADM ARCHER-DANIELS MIDLAND CO COM 0.0%
Value ($000) $397 Shares 6,645 Est. Cost $71.13 Unrealized -18.8%
XYL XYLEM INC 0.0%
Value ($000) $392 Shares 2,660 Est. Cost $113.47 Unrealized +21.7%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $391 Shares 2,933 Est. Cost $109.25 Unrealized +16.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $388 Shares 22,490 Est. Cost $10.81 Unrealized +55.6%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $384 Shares 30,602 Est. Cost $12.56 Unrealized
ENSG ENSIGN GROUP INC/THE 0.0%
Value ($000) $383 Shares 2,216 Est. Cost $109.68 Unrealized +45.3%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $382 Shares 896 Est. Cost $356.87 Unrealized +8.3%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $381 Shares 3,713 Est. Cost $97.19 Unrealized +5.8%
GM GENERAL MOTORS CO 0.0%
Value ($000) $379 Shares 6,208 Est. Cost $38.28 Unrealized +45.1%
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $377 Shares 4,451 Est. Cost $84.68 Unrealized
IUSB ISHARES CORE TOTAL BOND ETF 0.0%
Value ($000) $375 Shares 8,031 Est. Cost $46.71 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $373 Shares 3,163 Est. Cost $99.89 Unrealized +20.1%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $363 Shares 1,944 Est. Cost $81.40 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $361 Shares 1,468 Est. Cost $182.37 Unrealized +25.6%
WPC WP CAREY INC 0.0%
Value ($000) $360 Shares 5,327 Est. Cost $55.94 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $360 Shares 14,660 Est. Cost $16.49 Unrealized +32.7%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $360 Shares 3,182 Est. Cost $52.40 Unrealized +96.8%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $359 Shares 6,242 Est. Cost $43.72 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VA 0.0%
Value ($000) $357 Shares 7,749 Est. Cost $42.83 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ET 0.0%
Value ($000) $357 Shares 2,697 Est. Cost $105.78 Unrealized
SLB SLB LTD 0.0%
Value ($000) $357 Shares 10,385 Est. Cost $53.16 Unrealized -35.4%
TXT TEXTRON INC 0.0%
Value ($000) $357 Shares 4,220 Est. Cost $75.19 Unrealized +8.3%
EFX EQUIFAX INC 0.0%
Value ($000) $356 Shares 1,388 Est. Cost $278.99 Unrealized -10.2%
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $350 Shares 2,347 Est. Cost $106.74 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $348 Shares 2,851 Est. Cost $104.53 Unrealized +23.3%
L LOEWS CORP 0.0%
Value ($000) $348 Shares 3,467 Est. Cost $68.72 Unrealized +37.4%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $345 Shares 1,669 Est. Cost $141.60 Unrealized +42.3%
TRI-CONTINENTAL CORP 0.0%
Value ($000) $345 Shares 10,136 Est. Cost $31.69 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $344 Shares 2,123 Est. Cost $176.24 Unrealized -3.1%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $344 Shares 4,706 Est. Cost $60.70 Unrealized +20.8%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $342 Shares 3,312 Est. Cost $59.22 Unrealized
WSM WILLIAMS-SONOMA INC 0.0%
Value ($000) $339 Shares 1,737 Est. Cost $149.88 Unrealized +27.0%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $339 Shares 3,740 Est. Cost $84.22 Unrealized +6.5%
SPYX SPDR S&P 500 FOSSIL FUEL RES 0.0%
Value ($000) $339 Shares 6,186 Est. Cost $43.38 Unrealized
FLQL FRANKLIN U.S. LARGE CAP MULT 0.0%
Value ($000) $339 Shares 4,952 Est. Cost $64.88 Unrealized
AFG AMERICAN FINANCIAL GROUP INC 0.0%
Value ($000) $339 Shares 2,323 Est. Cost $97.11 Unrealized +31.3%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $338 Shares 4,607 Est. Cost $71.26 Unrealized
SCHE SCHWAB EMRG MRKTS EQTY ETF 0.0%
Value ($000) $336 Shares 10,057 Est. Cost $31.05 Unrealized
HSBC HSBC HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $335 Shares 4,718 Est. Cost $51.67 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $333 Shares 1,774 Est. Cost $123.15 Unrealized +37.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $331 Shares 2,337 Est. Cost $99.07 Unrealized +36.1%
GSK GSK PLC-SPON ADR 0.0%
Value ($000) $330 Shares 7,653 Est. Cost $41.94 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CO 0.0%
Value ($000) $330 Shares 9,073 Est. Cost $30.16 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $328 Shares 2,557 Est. Cost $118.57 Unrealized +1.7%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $328 Shares 13,978 Est. Cost $34.23 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $326 Shares 3,315 Est. Cost $100.87 Unrealized -3.9%
WOOD ISHARES GLOBAL TIMBER & FORE 0.0%
Value ($000) $324 Shares 4,412 Est. Cost $74.02 Unrealized
NUVEEN QUALITY MUNICIPAL INC 0.0%
Value ($000) $322 Shares 27,585 Est. Cost $11.08 Unrealized
STE STERIS PLC 0.0%
Value ($000) $322 Shares 1,303 Est. Cost $221.53 Unrealized +7.9%
CR CRANE CO 0.0%
Value ($000) $322 Shares 1,749 Est. Cost $160.87 Unrealized +17.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $321 Shares 4,453 Est. Cost $57.00 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $317 Shares 606 Est. Cost $426.45 Unrealized +31.6%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $317 Shares 2,295 Est. Cost $130.53 Unrealized 0.0%
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $317 Shares 7,005 Est. Cost $40.34 Unrealized
DOW DOW INC 0.0%
Value ($000) $316 Shares 13,783 Est. Cost $46.53 Unrealized -47.7%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $316 Shares 5,380 Est. Cost $108.37 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL 0.0%
Value ($000) $316 Shares 6,820 Est. Cost $46.32 Unrealized
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $316 Shares 3,268 Est. Cost $87.26 Unrealized +14.5%
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $315 Shares 3,090 Est. Cost $91.94 Unrealized +3.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $314 Shares 2,589 Est. Cost $81.82 Unrealized +19.4%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $314 Shares 2,356 Est. Cost $140.75 Unrealized 0.0%
POOL POOL CORP 0.0%
Value ($000) $314 Shares 1,012 Est. Cost $346.00 Unrealized -10.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $311 Shares 2,240 Est. Cost $136.11 Unrealized -2.7%
SNDK SANDISK CORP 0.0%
Value ($000) $306 Shares 2,724 Est. Cost $58.39 Unrealized 0.0%
SYBT STOCK YARDS BANCORP INC 0.0%
Value ($000) $300 Shares 4,293 Est. Cost $44.47 Unrealized +73.6%
SPLV INVESCO S&P 500 LOW VOLATILI 0.0%
Value ($000) $300 Shares 4,084 Est. Cost $62.08 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $298 Shares 1,896 Est. Cost $105.11 Unrealized +46.1%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $298 Shares 548 Est. Cost $394.21 Unrealized +24.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $297 Shares 1,559 Est. Cost $161.93 Unrealized +9.1%
AMRC AMERESCO INC-CL A 0.0%
Value ($000) $296 Shares 8,804 Est. Cost $22.88 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $295 Shares 9,254 Est. Cost $30.94 Unrealized +4.8%
WSR WHITESTONE REIT 0.0%
Value ($000) $295 Shares 24,015 Est. Cost $9.63 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS 0.0%
Value ($000) $293 Shares 4,870 Est. Cost $48.88 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $292 Shares 3,232 Est. Cost $60.58 Unrealized +50.8%
DFEM DIMENSIONAL EMRG MRKT CORE 0.0%
Value ($000) $291 Shares 9,059 Est. Cost $32.07 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $286 Shares 4,794 Est. Cost $43.53 Unrealized +33.9%
VONE VANGUARD RUSSELL 1000 0.0%
Value ($000) $286 Shares 945 Est. Cost $202.98 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $283 Shares 16,513 Est. Cost $14.81 Unrealized
ALG ALAMO GROUP INC 0.0%
Value ($000) $283 Shares 1,484 Est. Cost $176.46 Unrealized +21.3%
IDA IDACORP INC 0.0%
Value ($000) $282 Shares 2,133 Est. Cost $123.84 Unrealized 0.0%
FN FABRINET 0.0%
Value ($000) $279 Shares 765 Est. Cost $222.82 Unrealized +47.8%
VRSN VERISIGN INC 0.0%
Value ($000) $279 Shares 997 Est. Cost $186.70 Unrealized +49.0%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $278 Shares 4,126 Est. Cost $61.11 Unrealized +2.2%
SCHM SCHWAB US MID CAP ETF 0.0%
Value ($000) $277 Shares 9,350 Est. Cost $29.64 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $274 Shares 7,070 Est. Cost $32.93 Unrealized +13.7%
MOAT VANECK MORNINGSTAR WIDE MOAT 0.0%
Value ($000) $268 Shares 2,708 Est. Cost $88.00 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $267 Shares 2,011 Est. Cost $99.80 Unrealized +37.6%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $267 Shares 2,798 Est. Cost $147.43 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $265 Shares 1,926 Est. Cost $127.69 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $265 Shares 1,390 Est. Cost $152.07 Unrealized +34.0%
SPTI SPDR PORT INT TREASURY TERM 0.0%
Value ($000) $265 Shares 9,156 Est. Cost $28.90 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $263 Shares 2,999 Est. Cost $95.81 Unrealized -2.7%
PXF INVESCO EXCHANGE-TRADED FD 0.0%
Value ($000) $258 Shares 4,215 Est. Cost $51.99 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value ($000) $251 Shares 3,143 Est. Cost $77.76 Unrealized
FTEC FIDELITY MSCI INFO TECH INDX 0.0%
Value ($000) $250 Shares 1,126 Est. Cost $197.53 Unrealized
FNV FRANCO-NEVADA CORP 0.0%
Value ($000) $249 Shares 1,118 Est. Cost $180.19 Unrealized 0.0%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $249 Shares 4,704 Est. Cost $57.94 Unrealized -11.3%
HUM HUMANA INC 0.0%
Value ($000) $248 Shares 955 Est. Cost $451.68 Unrealized -42.2%
EL ESTEE LAUDER COMPANIES-CL A 0.0%
Value ($000) $248 Shares 2,819 Est. Cost $63.64 Unrealized +39.0%
TOTL SPDR DOUBLELINE TR TACT ETF 0.0%
Value ($000) $247 Shares 6,085 Est. Cost $40.05 Unrealized
DON WISDOMTREE US MIDCAP DIVIDEN 0.0%
Value ($000) $243 Shares 4,654 Est. Cost $47.43 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $242 Shares 5,646 Est. Cost $34.99 Unrealized +29.9%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $242 Shares 1,401 Est. Cost $145.13 Unrealized +16.2%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $242 Shares 1,279 Est. Cost $138.27 Unrealized +25.4%
ADAMS DIVERSIFIED EQUITY 0.0%
Value ($000) $241 Shares 10,823 Est. Cost $21.75 Unrealized
BBIN J P MORGAN EXCHANGE-TRADED FD 0.0%
Value ($000) $240 Shares 3,428 Est. Cost $70.08 Unrealized
ROYCE SMALL-CAP TRUST INC 0.0%
Value ($000) $240 Shares 14,854 Est. Cost $13.30 Unrealized
SCHV SCHWAB US LARGE-CAP VALUE 0.0%
Value ($000) $240 Shares 8,228 Est. Cost $29.11 Unrealized
AVLV AVANTIS US LARGE CAP VALUE 0.0%
Value ($000) $237 Shares 3,284 Est. Cost $68.36 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $236 Shares 11,568 Est. Cost $17.49 Unrealized +21.9%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $233 Shares 2,113 Est. Cost $108.43 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND A 0.0%
Value ($000) $233 Shares 2,257 Est. Cost $103.07 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $231 Shares 10,159 Est. Cost $39.63 Unrealized -36.3%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $231 Shares 1,061 Est. Cost $166.28 Unrealized +22.7%
PNR PENTAIR PLC 0.0%
Value ($000) $231 Shares 2,082 Est. Cost $106.48 Unrealized 0.0%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $230 Shares 929 Est. Cost $247.12 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECU 0.0%
Value ($000) $229 Shares 3,019 Est. Cost $75.58 Unrealized
KNF KNIFE RIVER CORP 0.0%
Value ($000) $229 Shares 2,980 Est. Cost $54.30 Unrealized +50.4%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $228 Shares 4,018 Est. Cost $56.83 Unrealized 0.0%
CRH CRH PLC 0.0%
Value ($000) $227 Shares 1,895 Est. Cost $105.61 Unrealized 0.0%
OSK OSHKOSH CORP 0.0%
Value ($000) $223 Shares 1,717 Est. Cost $131.45 Unrealized 0.0%
CDC VICTORYSHARES US EQ INCOME E 0.0%
Value ($000) $222 Shares 3,326 Est. Cost $63.71 Unrealized
MLM MARTIN MARIETTA MATERIALS 0.0%
Value ($000) $222 Shares 352 Est. Cost $594.66 Unrealized 0.0%
AWR AMERICAN STATES WATER CO 0.0%
Value ($000) $220 Shares 3,002 Est. Cost $80.37 Unrealized -8.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $218 Shares 7,684 Est. Cost $26.97 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $217 Shares 1,513 Est. Cost $134.56 Unrealized +4.7%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $215 Shares 3,416 Est. Cost $78.11 Unrealized -12.7%
FPX FIRST TRUST US EQUITY OPPORT 0.0%
Value ($000) $215 Shares 1,293 Est. Cost $166.16 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $213 Shares 694 Est. Cost $256.02 Unrealized +10.6%
EZM WISDOMTREE US MIDCAP FUND 0.0%
Value ($000) $212 Shares 3,221 Est. Cost $65.91 Unrealized
PTLC PACER TRENDPILOT US LARGE CA 0.0%
Value ($000) $212 Shares 3,872 Est. Cost $54.76 Unrealized
OMC OMNICOM GROUP 0.0%
Value ($000) $211 Shares 2,594 Est. Cost $77.04 Unrealized -3.5%
DFAU DIMENSIONAL US CORE EQUITY M 0.0%
Value ($000) $211 Shares 4,610 Est. Cost $45.76 Unrealized
CBRE CBRE GROUP INC - A 0.0%
Value ($000) $211 Shares 1,338 Est. Cost $154.70 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY B 0.0%
Value ($000) $210 Shares 2,085 Est. Cost $100.70 Unrealized
SHV ISHARES SHORT TREASURY BOND 0.0%
Value ($000) $209 Shares 1,889 Est. Cost $110.49 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $209 Shares 4,551 Est. Cost $42.11 Unrealized 0.0%
NDSN NORDSON CORP 0.0%
Value ($000) $207 Shares 914 Est. Cost $219.03 Unrealized 0.0%
FSMB FIRST TRUST SHORT DUR MANAG 0.0%
Value ($000) $207 Shares 10,325 Est. Cost $20.08 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $207 Shares 1,038 Est. Cost $188.71 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $207 Shares 4,297 Est. Cost $45.70 Unrealized 0.0%
CATY CATHAY GENERAL BANCORP 0.0%
Value ($000) $205 Shares 4,279 Est. Cost $47.51 Unrealized 0.0%
WRB WR BERKLEY CORP 0.0%
Value ($000) $204 Shares 2,663 Est. Cost $69.95 Unrealized +0.1%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $203 Shares 2,023 Est. Cost $100.15 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $202 Shares 701 Est. Cost $247.33 Unrealized +13.8%
DXUV DIMENSIONAL US VTOR EQTY ETF 0.0%
Value ($000) $202 Shares 3,458 Est. Cost $58.44 Unrealized
B BARRICK MINING CORP 0.0%
Value ($000) $202 Shares 6,154 Est. Cost $25.15 Unrealized 0.0%
JPST JPMORGAN ULTRA-SHORT INCOME 0.0%
Value ($000) $201 Shares 3,963 Est. Cost $50.73 Unrealized
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $167 Shares 17,097 Est. Cost $9.79 Unrealized
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value ($000) $155 Shares 10,400 Est. Cost $14.94 Unrealized
NFBK NORTHFIELD BANCORP INC 0.0%
Value ($000) $152 Shares 12,890 Est. Cost $10.94 Unrealized +2.1%
IAG IAMGOLD CORP 0.0%
Value ($000) $134 Shares 10,329 Est. Cost $3.97 Unrealized +120.7%
VTRS VIATRIS INC 0.0%
Value ($000) $129 Shares 12,987 Est. Cost $9.44 Unrealized +1.3%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $128 Shares 12,783 Est. Cost $9.55 Unrealized
NUVEEN NY AMT-FR MUNI INC 0.0%
Value ($000) $123 Shares 12,016 Est. Cost $10.20 Unrealized
BLACKROCK MUNIYIELD NY QLTY 0.0%
Value ($000) $105 Shares 10,621 Est. Cost $9.14 Unrealized
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $105 Shares 10,011 Est. Cost $10.48 Unrealized
ESBA EMPIRE STATE REALTY OP LP-ES 0.0%
Value ($000) $95 Shares 12,797 Est. Cost $8.00 Unrealized
GERN GERON CORP 0.0%
Value ($000) $80 Shares 58,250 Est. Cost $2.71 Unrealized -50.9%
ORC ORCHID ISLAND CAPITAL INC 0.0%
Value ($000) $70 Shares 10,000 Est. Cost $7.01 Unrealized
OCCI OFS CREDIT CO INC 0.0%
Value ($000) $54 Shares 10,000 Est. Cost $5.41 Unrealized
SACH SACHEM CAPITAL CORP 0.0%
Value ($000) $53 Shares 47,500 Est. Cost $3.81 Unrealized
WIT WIPRO LTD-ADR 0.0%
Value ($000) $47 Shares 17,712 Est. Cost $3.54 Unrealized
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $27 Shares 20,000 Est. Cost $1.75 Unrealized -35.3%
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $22 Shares 17,592 Est. Cost $1.23 Unrealized -12.0%
OXSQ OXFORD SQUARE CAPITAL CORP 0.0%
Value ($000) $19 Shares 12,000 Est. Cost $2.20 Unrealized 0.0%