Rock Creek Group, LP Diversified Active

CIK: 0001484067 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $672,561 (100.0% shares, 0.0% debt)

Holdings (208)

ITOT ISHARES CORE S&P TOTAL U.S. 26.7%
Value ($000) $179,358 Shares 1,676,558 Est. Cost $94.98 Unrealized
INDA ISHARES MSCI INDIA ETF 8.9%
Value ($000) $59,671 Shares 1,301,723 Est. Cost $42.37 Unrealized
CHH CHOICE HOTELS INTERNATIONAL 6.2%
Value ($000) $41,431 Shares 265,600 Est. Cost $138.14 Unrealized 0.0%
IDEV ISHARES CORE MSCI DEV MKTS 5.8%
Value ($000) $38,859 Shares 575,236 Est. Cost $65.44 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.0%
Value ($000) $26,762 Shares 358,546 Est. Cost $71.91 Unrealized
TIP ISHARES TIPS BOND ETF 3.7%
Value ($000) $25,035 Shares 193,767 Est. Cost $126.61 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 3.4%
Value ($000) $22,827 Shares 392,498 Est. Cost $61.84 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3.1%
Value ($000) $20,823 Shares 185,722 Est. Cost $114.76 Unrealized
EMB ISHARES JPMORGAN USD EMERGING BOND ETF 2.9%
Value ($000) $19,553 Shares 179,280 Est. Cost $125.14 Unrealized
SHE SPDR GENDER DIVERSITY ETF 2.7%
Value ($000) $18,381 Shares 179,839 Est. Cost $94.94 Unrealized
GLD SPDR GOLD TRUST ETF 2.7%
Value ($000) $17,898 Shares 243,784 Est. Cost $91.63 Unrealized
GFF GRIFFON ORD (NYS) 1.8%
Value ($000) $12,104 Shares 425,000 Est. Cost $20.49 Unrealized +8.4%
BXC BLUELINX ORD (NYS) 1.4%
Value ($000) $9,576 Shares 100,000 Est. Cost $40.57 Unrealized +66.9%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 1.3%
Value ($000) $8,851 Shares 147,867 Est. Cost $59.86 Unrealized
SIERRA WIRELESS ORD (NMS) 1.2%
Value ($000) $8,370 Shares 475,000 Est. Cost $16.42 Unrealized
EXTR EXTREME NETWORKS ORD (NMS) 1.1%
Value ($000) $7,458 Shares 475,000 Est. Cost $5.55 Unrealized +120.7%
IMXI INTERNATIONAL MONEY EXPRESS ORD (NMS) 1.0%
Value ($000) $6,783 Shares 425,000 Est. Cost $15.54 Unrealized +4.3%
LEMB ISHARES JP MORGAN EM LOCAL CURRENCY BOND ETF 0.9%
Value ($000) $5,744 Shares 52,671 Est. Cost $109.02 Unrealized
EEMX SPDR MSCI EM FSL FL RSV FREE 0.8%
Value ($000) $5,595 Shares 76,466 Est. Cost $101.67 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.8%
Value ($000) $5,180 Shares 86,543 Est. Cost $64.31 Unrealized
AAMI BRIGHTSPHERE INVESTMENT GROUP ORD (NYS) 0.7%
Value ($000) $4,480 Shares 175,000 Est. Cost $27.94 Unrealized 0.0%
WSM WILLIAMS SONOMA ORD (NYS) 0.6%
Value ($000) $4,291 Shares 25,371 Est. Cost $85.90 Unrealized 0.0%
PFSWEB ORD (NMS) 0.6%
Value ($000) $3,864 Shares 300,000 Est. Cost $12.89 Unrealized
ALTG ALTA EQUIPMENT GROUP CL A ORD (NYS) 0.5%
Value ($000) $3,587 Shares 245,000 Est. Cost $9.86 Unrealized +38.4%
AOUT AMERICAN OUTDOOR BRANDS ORD (NMS) 0.5%
Value ($000) $3,545 Shares 177,858 Est. Cost $21.65 Unrealized +3.8%
VCSH VANGUARD S/T CORP BOND ETF 0.5%
Value ($000) $3,512 Shares 43,221 Est. Cost $82.49 Unrealized
IGSB ISHARES 1-5Y INV GRADE CORP 0.5%
Value ($000) $3,478 Shares 64,559 Est. Cost $54.68 Unrealized
AAPL APPLE ORD (NMS) 0.5%
Value ($000) $3,382 Shares 19,047 Est. Cost $104.84 Unrealized +47.6%
MSFT MICROSOFT ORD (NMS) 0.5%
Value ($000) $3,367 Shares 10,011 Est. Cost $178.67 Unrealized +75.4%
ASO ACADEMY SPORTS AND OUTDOORS ORD (NMS) 0.5%
Value ($000) $3,293 Shares 75,000 Est. Cost $30.81 Unrealized +36.5%
LEGH LEGACY HOUSING ORD (NMS) 0.5%
Value ($000) $3,176 Shares 120,000 Est. Cost $13.58 Unrealized +64.4%
CORNERSTONE BUILDING BRANDS ORD (NYS) 0.5%
Value ($000) $3,052 Shares 175,000 Est. Cost $16.23 Unrealized
DQ DAQO NEW ENERGY CORP ADR 0.4%
Value ($000) $2,762 Shares 68,500 Est. Cost $60.80 Unrealized
HUTTIG BUILDING PRODUCTS INC (NMS) 0.4%
Value ($000) $2,743 Shares 247,799 Est. Cost $11.07 Unrealized
RMNI RIMINI STREET ORD (NMS) 0.4%
Value ($000) $2,687 Shares 450,000 Est. Cost $4.64 Unrealized +69.3%
KKR KKR AND CO CL A ORD (NYS) 0.4%
Value ($000) $2,608 Shares 35,000 Est. Cost $22.27 Unrealized +219.8%
HIMX HIMAX TECHNOLOGIES INC 0.4%
Value ($000) $2,601 Shares 162,672 Est. Cost $15.99 Unrealized
NBIS YANDEX CL A ORD 0.4%
Value ($000) $2,364 Shares 39,068 Est. Cost $70.68 Unrealized
LPX LOUISIANA PACIFIC ORD (NYS) 0.3%
Value ($000) $2,351 Shares 30,000 Est. Cost $30.71 Unrealized +123.2%
GOOGL ALPHABET CL A ORD (NMS) 0.3%
Value ($000) $2,129 Shares 735 Est. Cost $93.36 Unrealized +53.1%
AVAYA HOLDINGS ORD (NYS) 0.3%
Value ($000) $1,980 Shares 100,000 Est. Cost $19.80 Unrealized
AMZN AMAZON COM ORD (NMS) 0.3%
Value ($000) $1,831 Shares 549 Est. Cost $129.72 Unrealized +31.9%
LANDSEA HOMES ORD (NMS) 0.3%
Value ($000) $1,821 Shares 248,810 Est. Cost $9.39 Unrealized
EQT EQT ORD (NYS) 0.3%
Value ($000) $1,745 Shares 80,000 Est. Cost $17.40 Unrealized +13.0%
CCS CENTURY COMMUNITIES ORD (NYS) 0.2%
Value ($000) $1,636 Shares 20,000 Est. Cost $49.78 Unrealized +35.2%
SE SEA LTD ADR 0.2%
Value ($000) $1,633 Shares 7,300 Est. Cost $138.42 Unrealized
ARENA PHARMACEUTICALS ORD (NMS) 0.2%
Value ($000) $1,491 Shares 16,205 Est. Cost $92.01 Unrealized
MATW MATTHEWS INTERNATIONAL CL A ORD (NMS) 0.2%
Value ($000) $1,459 Shares 39,796 Est. Cost $31.37 Unrealized 0.0%
OZON HOLDINGS PLC 0.2%
Value ($000) $1,399 Shares 47,264 Est. Cost $38.19 Unrealized
INTRA CELLULAR THERAPIES ORD (NMS) 0.2%
Value ($000) $1,308 Shares 27,543 Est. Cost $47.49 Unrealized
BLDR BUILDERS FIRSTSOURCE ORD (NYS) 0.2%
Value ($000) $1,286 Shares 15,000 Est. Cost $67.74 Unrealized 0.0%
HORIZON THERAPEUTICS PUBLIC ORD (NMS) 0.2%
Value ($000) $1,196 Shares 12,818 Est. Cost $93.31 Unrealized
MBIN MERCHANTS BANCORP 40 ADR REP ORD (NMS) 0.2%
Value ($000) $1,183 Shares 25,000 Est. Cost $18.54 Unrealized +54.9%
LGIH LGI HOMES ORD (NMS) 0.2%
Value ($000) $1,159 Shares 7,500 Est. Cost $78.27 Unrealized +87.0%
MR COOPER GROUP ORD (NMS) 0.2%
Value ($000) $1,040 Shares 25,000 Est. Cost $33.52 Unrealized
TIPT TIPTREE ORD (NMS) 0.2%
Value ($000) $1,037 Shares 75,000 Est. Cost $12.18 Unrealized +15.0%
BRK/B BERKSHIRE HATHWAY CL B ORD (NYS) 0.1%
Value ($000) $1,000 Shares 3,345 Est. Cost $208.28 Unrealized +37.5%
ARGX ARGENX ADR REP ORD (NMS) 0.1%
Value ($000) $970 Shares 3,603 Est. Cost $269.22 Unrealized
BX BLACKSTONE ORD (NYS) 0.1%
Value ($000) $970 Shares 7,500 Est. Cost $44.73 Unrealized +159.6%
TSLA TESLA ORD (NMS) 0.1%
Value ($000) $947 Shares 896 Est. Cost $256.34 Unrealized +30.8%
MNSO MINISO GROUP HOLDING LTD ADR 0.1%
Value ($000) $937 Shares 90,600 Est. Cost $25.77 Unrealized
PODD INSULET ORD (NMS) 0.1%
Value ($000) $930 Shares 3,748 Est. Cost $290.11 Unrealized 0.0%
BIOHAVEN PHARMACEUTICAL HOLDING ORD (NYS) 0.1%
Value ($000) $914 Shares 6,881 Est. Cost $132.83 Unrealized
META FACEBOOK CL A ORD (NMS) 0.1%
Value ($000) $904 Shares 2,689 Est. Cost $281.28 Unrealized +17.2%
MIRATI THERAPEUTICS ORD (NMS) 0.1%
Value ($000) $876 Shares 7,345 Est. Cost $119.26 Unrealized
IVV ISHARES CORE S&P 500 U.S. 0.1%
Value ($000) $853 Shares 1,788 Est. Cost $294.74 Unrealized
VRTX VERTEX PHARMACEUTICALS ORD (NMS) 0.1%
Value ($000) $803 Shares 3,308 Est. Cost $194.45 Unrealized 0.0%
NVDA NVIDIA ORD (NMS) 0.1%
Value ($000) $798 Shares 2,713 Est. Cost $17.74 Unrealized +54.7%
AVTR AVANTOR ORD (NYS) 0.1%
Value ($000) $780 Shares 20,899 Est. Cost $39.41 Unrealized 0.0%
JPM JPMORGAN CHASE ORD (NYS) 0.1%
Value ($000) $771 Shares 4,872 Est. Cost $103.70 Unrealized +42.6%
RILY B. RILEY FINANCIAL INC (NMS) 0.1%
Value ($000) $736 Shares 8,281 Est. Cost $54.96 Unrealized +33.1%
HD HOME DEPOT ORD (NYS) 0.1%
Value ($000) $735 Shares 1,772 Est. Cost $213.48 Unrealized +60.8%
RGEN REPLIGEN ORD (NMS) 0.1%
Value ($000) $668 Shares 3,370 Est. Cost $269.41 Unrealized 0.0%
INARI MEDICAL ORD (NMS) 0.1%
Value ($000) $667 Shares 9,067 Est. Cost $73.56 Unrealized
EXAS EXACT SCIENCES ORD (NMS) 0.1%
Value ($000) $640 Shares 8,386 Est. Cost $88.25 Unrealized 0.0%
JNJ JOHNSON & JOHNSON ORD (NYS) 0.1%
Value ($000) $639 Shares 3,733 Est. Cost $125.23 Unrealized +15.9%
XTRACKERS HARVEST CSI 300 CHINA A ETF 0.1%
Value ($000) $624 Shares 15,964 Est. Cost $38.62 Unrealized
VIPS VIPSHOP HOLDGS SPON ADS 0.1%
Value ($000) $615 Shares 73,200 Est. Cost $20.08 Unrealized
UNH UNITEDHEALTH GRP ORD (NYS) 0.1%
Value ($000) $598 Shares 1,190 Est. Cost $241.41 Unrealized +74.9%
ESTA ESTABLISHMENT LABS HOLDINGS ORD (NMS) 0.1%
Value ($000) $584 Shares 11,167 Est. Cost $69.89 Unrealized 0.0%
TWST TWIST BIOSCIENCE ORD (NMS) 0.1%
Value ($000) $542 Shares 9,125 Est. Cost $102.64 Unrealized 0.0%
GLASS HOUSE BRANDS SUB VOT ORD (NLB) 0.1%
Value ($000) $539 Shares 140,000 Est. Cost $3.85 Unrealized
VZ VERIZON COMMUNICATIONS ORD (NYS) 0.1%
Value ($000) $536 Shares 10,318 Est. Cost $41.64 Unrealized -3.0%
KRYS KRYSTAL BIOTECH ORD (NMS) 0.1%
Value ($000) $522 Shares 8,847 Est. Cost $58.21 Unrealized 0.0%
V VISA CL A ORD (NYS) 0.1%
Value ($000) $503 Shares 2,323 Est. Cost $185.09 Unrealized +12.4%
AVID TECHNOLOGY ORD (NMS) 0.1%
Value ($000) $489 Shares 15,000 Est. Cost $9.64 Unrealized
ASND ASCENDIS PHARMA ADR REP ORD (NMS) 0.1%
Value ($000) $487 Shares 4,006 Est. Cost $121.57 Unrealized
VEEV VEEVA SYSTEMS ORD (NYS) 0.1%
Value ($000) $483 Shares 2,041 Est. Cost $290.73 Unrealized 0.0%
IVERIC BIO ORD (NMS) 0.1%
Value ($000) $483 Shares 34,673 Est. Cost $13.93 Unrealized
PG PROCTER & GAMBLE ORD (NYS) 0.1%
Value ($000) $475 Shares 2,904 Est. Cost $109.59 Unrealized +22.4%
PAR PAR TECHNOLOGY ORD (NYS) 0.1%
Value ($000) $464 Shares 8,797 Est. Cost $25.40 Unrealized +137.2%
INSP INSPIRE MEDICAL SYSTEMS ORD (NYS) 0.1%
Value ($000) $457 Shares 2,066 Est. Cost $244.16 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ REIT ORD (NYS) 0.1%
Value ($000) $450 Shares 2,311 Est. Cost $171.58 Unrealized 0.0%
GH GUARDANT HEALTH ORD (NMS) 0.1%
Value ($000) $433 Shares 6,228 Est. Cost $103.43 Unrealized 0.0%
ACCENTURE CL A ORD (NYS) 0.1%
Value ($000) $431 Shares 1,040 Est. Cost $250.75 Unrealized
HQY HEALTHEQUITY ORD (NMS) 0.1%
Value ($000) $423 Shares 7,922 Est. Cost $58.24 Unrealized 0.0%
MCD MCDONALD'S ORD (NYS) 0.1%
Value ($000) $422 Shares 1,575 Est. Cost $184.18 Unrealized +24.7%
CSCO CISCO SYSTEMS ORD (NMS) 0.1%
Value ($000) $421 Shares 6,637 Est. Cost $40.36 Unrealized +25.1%
TKNO ALPHA TEKNOVA ORD (NMS) 0.1%
Value ($000) $412 Shares 26,087 Est. Cost $22.18 Unrealized 0.0%
SOMALOGIC CL A ORD (NMS) 0.1%
Value ($000) $410 Shares 47,832 Est. Cost $8.57 Unrealized
BAC BANK OF AMERICA ORD (NYS) 0.1%
Value ($000) $407 Shares 9,158 Est. Cost $26.04 Unrealized +57.5%
P3 HEALTH PARTNERS CL A ORD (NMS) 0.1%
Value ($000) $406 Shares 76,156 Est. Cost $5.33 Unrealized
INSTIL BIO ORD (NMS) 0.1%
Value ($000) $404 Shares 34,795 Est. Cost $11.61 Unrealized
PFE PFIZER ORD (NYS) 0.1%
Value ($000) $402 Shares 6,802 Est. Cost $29.44 Unrealized +36.6%
CVX CHEVRON ORD (NYS) 0.1%
Value ($000) $386 Shares 3,292 Est. Cost $73.57 Unrealized +30.6%
VERVE THERAPEUTICS ORD (NMS) 0.1%
Value ($000) $383 Shares 13,303 Est. Cost $28.79 Unrealized
AVGO BROADCOM ORD (NMS) 0.1%
Value ($000) $377 Shares 567 Est. Cost $44.29 Unrealized +16.9%
ADBE ADOBE ORD (NMS) 0.1%
Value ($000) $365 Shares 643 Est. Cost $338.25 Unrealized +84.8%
TMO THERMO FISHER SCIENTIFIC ORD (NYS) 0.1%
Value ($000) $351 Shares 526 Est. Cost $315.01 Unrealized +95.9%
MA MASTERCARD CL A ORD (NYS) 0.1%
Value ($000) $341 Shares 949 Est. Cost $285.27 Unrealized +18.4%
MXCT MAXCYTE ORD (NMS) 0.1%
Value ($000) $340 Shares 52,684 Est. Cost $10.74 Unrealized 0.0%
TGTX TG THERAPEUTICS ORD (NMS) 0.0%
Value ($000) $308 Shares 26,606 Est. Cost $25.96 Unrealized 0.0%
PEP PEPSICO ORD (NMS) 0.0%
Value ($000) $298 Shares 1,713 Est. Cost $115.94 Unrealized +23.7%
SDGR SCHRODINGER ORD (NMS) 0.0%
Value ($000) $297 Shares 10,466 Est. Cost $45.65 Unrealized 0.0%
MASS 908 DEVICES ORD (NMS) 0.0%
Value ($000) $291 Shares 18,392 Est. Cost $29.42 Unrealized 0.0%
COST COSTCO WHOLESALE ORD (NMS) 0.0%
Value ($000) $290 Shares 511 Est. Cost $301.20 Unrealized +62.1%
CRM SALESFORCE.COM ORD (NYS) 0.0%
Value ($000) $287 Shares 1,129 Est. Cost $220.63 Unrealized +25.8%
ABT ABBOTT LABORATORIES ORD (NYS) 0.0%
Value ($000) $285 Shares 2,022 Est. Cost $84.34 Unrealized +40.7%
CMCSA COMCAST CL A ORD (NMS) 0.0%
Value ($000) $279 Shares 5,545 Est. Cost $42.70 Unrealized +8.0%
DHR DANAHER ORD (NYS) 0.0%
Value ($000) $275 Shares 836 Est. Cost $153.06 Unrealized +76.5%
XOM EXXON MOBIL ORD (NYS) 0.0%
Value ($000) $273 Shares 4,462 Est. Cost $36.67 Unrealized +47.0%
KO COCA-COLA ORD (NYS) 0.0%
Value ($000) $272 Shares 4,595 Est. Cost $41.73 Unrealized +17.9%
NFLX NETFLIX ORD (NMS) 0.0%
Value ($000) $269 Shares 446 Est. Cost $51.38 Unrealized +24.4%
ABBV ABBVIE ORD (NYS) 0.0%
Value ($000) $268 Shares 1,980 Est. Cost $78.68 Unrealized +29.3%
LOW LOWE'S COMPANIES ORD (NYS) 0.0%
Value ($000) $267 Shares 1,034 Est. Cost $137.14 Unrealized +60.3%
LINDE ORD (NYS) 0.0%
Value ($000) $266 Shares 767 Est. Cost $294.31 Unrealized
VISTAGEN THERAPEUTICS ORD (NMS) 0.0%
Value ($000) $263 Shares 161,589 Est. Cost $1.63 Unrealized
LLY ELI LILLY ORD (NYS) 0.0%
Value ($000) $252 Shares 911 Est. Cost $161.76 Unrealized +50.7%
WMT WALMART ORD (NYS) 0.0%
Value ($000) $241 Shares 1,665 Est. Cost $40.19 Unrealized +12.4%
T AT&T ORD (NYS) 0.0%
Value ($000) $237 Shares 9,643 Est. Cost $15.71 Unrealized -6.6%
ORCL ORACLE ORD (NYS) 0.0%
Value ($000) $233 Shares 2,672 Est. Cost $57.30 Unrealized +55.2%
XLRE REAL ESTATE SELECT SCTR SPDR ETF (PSE) 0.0%
Value ($000) $231 Shares 4,465 Est. Cost $34.06 Unrealized
HON HONEYWELL INTERNATIONAL ORD (NMS) 0.0%
Value ($000) $230 Shares 1,104 Est. Cost $120.71 Unrealized +53.3%
MRK MERCK & CO ORD (NYS) 0.0%
Value ($000) $225 Shares 2,941 Est. Cost $63.76 Unrealized +9.6%
POLWQ 1847 GOEDEKER EQY WARRANT (ASE) 0.0%
Value ($000) $214 Shares 176,530 Est. Cost $2.14 Unrealized
UNP UNION PACIFIC ORD (NYS) 0.0%
Value ($000) $211 Shares 837 Est. Cost $149.37 Unrealized +43.9%
SINGULAR GENOMICS SYSTEMS ORD (NMS) 0.0%
Value ($000) $207 Shares 26,662 Est. Cost $7.76 Unrealized
IN8BIO, INC. (NMS) 0.0%
Value ($000) $201 Shares 45,872 Est. Cost $4.38 Unrealized
DIS WALT DISNEY ORD (NYS) 0.0%
Value ($000) $200 Shares 1,290 Est. Cost $170.77 Unrealized -7.6%
IBM INTERNATIONAL BUSINESS MACHINES ORD (NYS) 0.0%
Value ($000) $195 Shares 1,458 Est. Cost $97.07 Unrealized +9.7%
TXN TEXAS INSTRUMENTS ORD (NMS) 0.0%
Value ($000) $190 Shares 1,009 Est. Cost $131.66 Unrealized +29.2%
BMY BRISTOL MYERS SQUIBB ORD (NYS) 0.0%
Value ($000) $190 Shares 3,049 Est. Cost $45.30 Unrealized +8.7%
NKE NIKE CL B ORD (NYS) 0.0%
Value ($000) $184 Shares 1,104 Est. Cost $98.60 Unrealized +56.8%
UPS UNITED PARCEL SERVICE CL B ORD (NYS) 0.0%
Value ($000) $174 Shares 811 Est. Cost $116.70 Unrealized +44.4%
CL COLGATE PALMOLIVE ORD (NYS) 0.0%
Value ($000) $169 Shares 1,985 Est. Cost $68.63 Unrealized +3.3%
SO SOUTHERN ORD (NYS) 0.0%
Value ($000) $168 Shares 2,453 Est. Cost $48.03 Unrealized +13.9%
TGT TARGET ORD (NYS) 0.0%
Value ($000) $167 Shares 720 Est. Cost $110.90 Unrealized +93.1%
CGTX COGNITION THERAPEUTICS ORD (NMS) 0.0%
Value ($000) $167 Shares 26,439 Est. Cost $9.75 Unrealized 0.0%
CVS CVS HEALTH ORD (NYS) 0.0%
Value ($000) $164 Shares 1,593 Est. Cost $54.82 Unrealized +46.8%
MMM 3M ORD (NYS) 0.0%
Value ($000) $163 Shares 915 Est. Cost $115.40 Unrealized +10.3%
SBUX STARBUCKS ORD (NMS) 0.0%
Value ($000) $161 Shares 1,379 Est. Cost $76.07 Unrealized +34.4%
MEDTRONIC ORD (NYS) 0.0%
Value ($000) $158 Shares 1,531 Est. Cost $100.09 Unrealized
MS MORGAN STANLEY ORD (NYS) 0.0%
Value ($000) $155 Shares 1,582 Est. Cost $45.84 Unrealized +89.3%
RTX RAYTHEON TECHNOLOGIES ORD (NYS) 0.0%
Value ($000) $154 Shares 1,790 Est. Cost $57.35 Unrealized +38.3%
BLACKROCK ORD (NYS) 0.0%
Value ($000) $152 Shares 166 Est. Cost $591.81 Unrealized
PM PHILIP MORRIS INTERNATIONAL ORD (NYS) 0.0%
Value ($000) $148 Shares 1,559 Est. Cost $61.71 Unrealized +23.7%
WFC WELLS FARGO ORD (NYS) 0.0%
Value ($000) $144 Shares 2,998 Est. Cost $26.48 Unrealized +67.7%
DUK DUKE ENERGY ORD (NYS) 0.0%
Value ($000) $143 Shares 1,360 Est. Cost $70.01 Unrealized +23.2%
XLP SPDR FUND CONSUMER STAPLES ETF (PSE) 0.0%
Value ($000) $141 Shares 1,835 Est. Cost $64.28 Unrealized
INTC INTEL ORD (NMS) 0.0%
Value ($000) $139 Shares 2,691 Est. Cost $46.56 Unrealized +1.6%
GS GOLDMAN SACHS GROUP ORD (NYS) 0.0%
Value ($000) $139 Shares 364 Est. Cost $191.60 Unrealized +86.1%
AMGN AMGEN ORD (NMS) 0.0%
Value ($000) $137 Shares 608 Est. Cost $194.26 Unrealized -4.7%
CHTR CHARTER COMMUNICATIONS CL A ORD (NMS) 0.0%
Value ($000) $135 Shares 207 Est. Cost $594.91 Unrealized +14.5%
GD GENERAL DYNAMICS ORD (NYS) 0.0%
Value ($000) $132 Shares 633 Est. Cost $133.65 Unrealized +38.6%
NEE NEXTERA ENERGY ORD (NYS) 0.0%
Value ($000) $128 Shares 1,374 Est. Cost $63.56 Unrealized +21.7%
SKIN BEAUTY HEALTH COMPANY CL A ORD (NMS) 0.0%
Value ($000) $123 Shares 8,682 Est. Cost $25.77 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL CL A ORD (NMS) 0.0%
Value ($000) $120 Shares 1,803 Est. Cost $46.79 Unrealized +18.2%
C CITIGROUP ORD (NYS) 0.0%
Value ($000) $116 Shares 1,915 Est. Cost $41.60 Unrealized +37.4%
PYPL PAYPAL HOLDINGS ORD (NMS) 0.0%
Value ($000) $114 Shares 602 Est. Cost $181.38 Unrealized +19.0%
LMT LOCKHEED MARTIN ORD (NYS) 0.0%
Value ($000) $113 Shares 318 Est. Cost $323.74 Unrealized -4.6%
GILD GILEAD SCIENCES ORD (NMS) 0.0%
Value ($000) $108 Shares 1,485 Est. Cost $51.68 Unrealized +13.8%
XLI SELECT SECTOR INDUSTRIAL SPDR ETF (PSE) 0.0%
Value ($000) $107 Shares 1,009 Est. Cost $106.05 Unrealized
TMUS T MOBILE US ORD (NMS) 0.0%
Value ($000) $105 Shares 905 Est. Cost $131.62 Unrealized -13.6%
QCOM QUALCOMM ORD (NMS) 0.0%
Value ($000) $91 Shares 498 Est. Cost $128.45 Unrealized +13.7%
CAT CATERPILLAR ORD (NYS) 0.0%
Value ($000) $88 Shares 428 Est. Cost $117.79 Unrealized +58.5%
MO ALTRIA GROUP ORD (NYS) 0.0%
Value ($000) $73 Shares 1,534 Est. Cost $26.90 Unrealized +21.9%
XLE ENERGY SELECT SECTOR SPDR ETF (PSE) 0.0%
Value ($000) $69 Shares 1,244 Est. Cost $47.47 Unrealized
MQ MARQUTA INC 0.0%
Value ($000) $64 Shares 3,722 Est. Cost $22.37 Unrealized 0.0%
GE GENERAL ELECTRIC ORD (NYS) 0.0%
Value ($000) $61 Shares 643 Est. Cost $62.53 Unrealized -1.6%
BA BOEING ORD (NYS) 0.0%
Value ($000) $60 Shares 299 Est. Cost $203.54 Unrealized +3.8%
USB US BANCORP ORD (NYS) 0.0%
Value ($000) $60 Shares 1,064 Est. Cost $33.86 Unrealized +44.2%
AXP AMERICAN EXPRESS ORD (NYS) 0.0%
Value ($000) $53 Shares 322 Est. Cost $86.31 Unrealized +87.5%
MET METLIFE ORD (NYS) 0.0%
Value ($000) $49 Shares 780 Est. Cost $38.89 Unrealized +42.4%
XLU SELECT SECTOR UTI SELECT SPDR ETF (PSE) 0.0%
Value ($000) $47 Shares 658 Est. Cost $56.93 Unrealized
EMR EMERSON ELECTRIC ORD (NYS) 0.0%
Value ($000) $46 Shares 490 Est. Cost $57.27 Unrealized +51.0%
GM GENERAL MOTORS ORD (NYS) 0.0%
Value ($000) $45 Shares 759 Est. Cost $44.70 Unrealized +26.1%
DE DEERE ORD (NYS) 0.0%
Value ($000) $43 Shares 125 Est. Cost $339.31 Unrealized -3.2%
BKNG BOOKING HOLDINGS ORD (NMS) 0.0%
Value ($000) $41 Shares 17 Est. Cost $1878.05 Unrealized +24.2%
XLB SPDR FUND MATERIALS SELECT SECTR ETF (PSE) 0.0%
Value ($000) $33 Shares 365 Est. Cost $57.07 Unrealized
XPEV XPENG 0.0%
Value ($000) $32 Shares 635 Est. Cost $50.39 Unrealized
DOW DOW ORD (NYS) 0.0%
Value ($000) $21 Shares 363 Est. Cost $36.19 Unrealized +24.5%
BK BANK OF NEW YORK MELLON ORD (NYS) 0.0%
Value ($000) $20 Shares 338 Est. Cost $43.42 Unrealized +17.5%
SPGI S&P GLOBAL ORD (NYS) 0.0%
Value ($000) $20 Shares 43 Est. Cost $441.83 Unrealized 0.0%
FDX FEDEX ORD (NYS) 0.0%
Value ($000) $16 Shares 60 Est. Cost $234.19 Unrealized -6.1%
NOW SERVICENOW ORD (NYS) 0.0%
Value ($000) $12 Shares 18 Est. Cost $131.29 Unrealized 0.0%
DD DUPONT DE NEMOURS ORD (NYS) 0.0%
Value ($000) $11 Shares 132 Est. Cost $22.53 Unrealized +29.6%
FIS FIDELITY NATIONAL INFORMATN SVCS ORD (NYS) 0.0%
Value ($000) $11 Shares 101 Est. Cost $106.27 Unrealized -4.0%
TJX TJX ORD (NYS) 0.0%
Value ($000) $10 Shares 138 Est. Cost $65.27 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC (NYS) 0.0%
Value ($000) $10 Shares 236 Est. Cost $43.11 Unrealized 0.0%
BSX BOSTON SCIENTIFIC ORD (NYS) 0.0%
Value ($000) $9 Shares 223 Est. Cost $42.24 Unrealized -0.5%
ELV ANTHEM ORD (NYS) 0.0%
Value ($000) $9 Shares 20 Est. Cost $267.81 Unrealized +48.3%
HUM HUMANA ORD (NYS) 0.0%
Value ($000) $9 Shares 20 Est. Cost $288.71 Unrealized +47.1%
HCA HCA HEALTHCARE ORD (NYS) 0.0%
Value ($000) $8 Shares 31 Est. Cost $198.77 Unrealized +18.7%
COF CAPITAL ONE FINANCIAL ORD (NYS) 0.0%
Value ($000) $8 Shares 55 Est. Cost $73.19 Unrealized +95.9%
MRNA MODERNA ORD (NMS) 0.0%
Value ($000) $8 Shares 31 Est. Cost $349.08 Unrealized -16.2%
F FORD MOTOR ORD (NYS) 0.0%
Value ($000) $7 Shares 315 Est. Cost $14.00 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP ORD (NYS) 0.0%
Value ($000) $4 Shares 67 Est. Cost $46.62 Unrealized +11.2%
KHC KRAFT HEINZ ORD (NMS) 0.0%
Value ($000) $2 Shares 58 Est. Cost $30.54 Unrealized -3.4%