Rock Creek Group, LP Diversified Active

CIK: 0001484067 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $775,749 (100.0% shares, 0.0% debt)

Holdings (188)

ITOT ISHARES CORE S&P TOTAL U.S. 19.8%
Value ($000) $153,215 Shares 1,509,028 Est. Cost $95.49 Unrealized
CHH Choice Hotels Intl Inc 16.5%
Value ($000) $128,216 Shares 1,046,579 Est. Cost $126.40 Unrealized -2.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 10.7%
Value ($000) $82,883 Shares 885,186 Est. Cost $99.44 Unrealized
GBIL Goldman Saches Access Treasury 0 ETF 8.4%
Value ($000) $65,373 Shares 653,010 Est. Cost $100.11 Unrealized
TIP iShares TIPS Bond ETF 7.4%
Value ($000) $57,346 Shares 2,756,361 Est. Cost $25.70 Unrealized
GLD SPDR GOLD SHARES ETF 4.4%
Value ($000) $34,201 Shares 192,100 Est. Cost $153.66 Unrealized
IDEV ISHARES CORE MSCI DEV MKTS 4.3%
Value ($000) $33,263 Shares 570,743 Est. Cost $60.42 Unrealized
JPST JP Morgan Ultra Short Income ETF 3.7%
Value ($000) $28,477 Shares 567,491 Est. Cost $50.23 Unrealized
MCHI Ishares MSCI China ETF 2.9%
Value ($000) $22,608 Shares 522,216 Est. Cost $43.39 Unrealized
SHE SPDR MSCI USA GENDER DIVERSI 2.7%
Value ($000) $20,667 Shares 179,839 Est. Cost $114.92 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.7%
Value ($000) $20,619 Shares 236,996 Est. Cost $78.98 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 2.0%
Value ($000) $15,761 Shares 329,546 Est. Cost $53.59 Unrealized
GFF GRIFFON ORD (NYS) 1.4%
Value ($000) $10,586 Shares 266,843 Est. Cost $22.94 Unrealized +74.5%
KSA Ishares MSCI Saudi Arabia ETF 1.3%
Value ($000) $10,374 Shares 267,782 Est. Cost $41.33 Unrealized
EWW Ishares MSCI Mexico ETF 1.0%
Value ($000) $7,775 Shares 133,521 Est. Cost $60.99 Unrealized
QAT ISHARES MSCI QATAR ETF 0.9%
Value ($000) $7,326 Shares 421,274 Est. Cost $17.41 Unrealized
SKY CRH PUBLIC LIMITED ORD (NYS) 0.9%
Value ($000) $6,747 Shares 120,000 Est. Cost $64.46 Unrealized +4.2%
ASHR Xtrackers Harvest CSI 300 China ETF 0.5%
Value ($000) $4,165 Shares 160,136 Est. Cost $29.48 Unrealized
CROX CROCS ORD (NMS) 0.5%
Value ($000) $3,529 Shares 40,000 Est. Cost $102.77 Unrealized 0.0%
BXC BLUELINX ORD (NYS) 0.4%
Value ($000) $3,413 Shares 41,575 Est. Cost $49.61 Unrealized +77.1%
ALTG ALTA EQUIPMENT GROUP CL A ORD (NYS) 0.4%
Value ($000) $2,774 Shares 230,000 Est. Cost $10.02 Unrealized +41.3%
THBRF THUNDERBIRD ENTERTAI ORD (CVE) 0.3%
Value ($000) $2,566 Shares 1,628,532 Est. Cost $2.34 Unrealized -1.5%
MNSO MINISO GROUP HOLD ADR REP 4 ORD (NYS) 0.3%
Value ($000) $2,443 Shares 94,342 Est. Cost $24.73 Unrealized
AAPL APPLE ORD (NMS) 0.3%
Value ($000) $2,408 Shares 14,064 Est. Cost $112.04 Unrealized +61.8%
ABG ASBURY AUTOMOTIVE GROUP ORD (NYS) 0.3%
Value ($000) $2,301 Shares 10,000 Est. Cost $171.69 Unrealized +33.0%
PDD PDD HOLDINGS ADS (NMS) 0.3%
Value ($000) $2,245 Shares 22,893 Est. Cost $88.15 Unrealized
MSFT MICROSOFT ORD (NMS) 0.3%
Value ($000) $2,148 Shares 6,804 Est. Cost $203.11 Unrealized +59.8%
IMXI INTERNATIONAL MONEY EXPRESS ORD (NMS) 0.3%
Value ($000) $2,064 Shares 121,912 Est. Cost $16.11 Unrealized +24.9%
EXTR EXTREME NETWORKS ORD (NMS) 0.3%
Value ($000) $2,058 Shares 85,000 Est. Cost $7.81 Unrealized +246.4%
ASO ACADEMY SPORTS AND OUTDOORS ORD (NMS) 0.2%
Value ($000) $1,891 Shares 40,000 Est. Cost $56.31 Unrealized -6.9%
EEFT EURONET WORLDWIDE ORD (NMS) 0.2%
Value ($000) $1,588 Shares 20,000 Est. Cost $100.43 Unrealized -7.5%
EPOL Ishares MSCI Poland ETF 0.2%
Value ($000) $1,395 Shares 81,503 Est. Cost $15.19 Unrealized
SSNC SS AND C TECHNOLOGIES HOLDINGS ORD (NMS) 0.2%
Value ($000) $1,314 Shares 25,000 Est. Cost $57.65 Unrealized -0.9%
GOOGL ALPHABET CL A ORD (NMS) 0.2%
Value ($000) $1,284 Shares 9,814 Est. Cost $109.66 Unrealized +17.1%
PLAYA HOTELS RESORTS ORD (NMS) 0.2%
Value ($000) $1,267 Shares 175,000 Est. Cost $8.14 Unrealized
IIIV I3 VERTICALS CL A ORD (NMS) 0.2%
Value ($000) $1,194 Shares 56,484 Est. Cost $24.54 Unrealized -5.7%
LEGH LEGACY HOUSING ORD (NMS) 0.1%
Value ($000) $971 Shares 50,000 Est. Cost $13.82 Unrealized +59.3%
AMZN AMAZON COM ORD (NMS) 0.1%
Value ($000) $956 Shares 7,523 Est. Cost $125.49 Unrealized +6.8%
KKR KKR AND CO ORD (NYS) 0.1%
Value ($000) $924 Shares 15,000 Est. Cost $46.27 Unrealized +29.2%
EDU NEW ORIENTL EDUCTN GRP ADR REP 1 ORD (NYS) 0.1%
Value ($000) $896 Shares 15,303 Est. Cost $58.55 Unrealized
NVDA NVIDIA ORD (NMS) 0.1%
Value ($000) $863 Shares 1,983 Est. Cost $19.66 Unrealized +127.8%
R1 RCM ORD (NMS) 0.1%
Value ($000) $739 Shares 49,069 Est. Cost $15.00 Unrealized
CVX CHEVRON ORD (NYS) 0.1%
Value ($000) $739 Shares 4,382 Est. Cost $106.91 Unrealized +36.3%
SE SEA ADS REP CL A ORD (NYS) 0.1%
Value ($000) $667 Shares 15,180 Est. Cost $43.95 Unrealized
VITRU ORD (NMS) 0.1%
Value ($000) $662 Shares 37,663 Est. Cost $21.23 Unrealized
ZTO ZTO EXPRESS CAYMAN ADR REP CL A ORD (NYS) 0.1%
Value ($000) $650 Shares 26,892 Est. Cost $25.21 Unrealized
YMM FULL TRUCK ALLIANCE CO LTD 0.1%
Value ($000) $634 Shares 90,000 Est. Cost $8.00 Unrealized
WSM WILLIAMS SONOMA ORD (NYS) 0.1%
Value ($000) $622 Shares 4,000 Est. Cost $76.80 Unrealized -13.7%
BRK/B BERKSHIRE HATHAWAY CL B ORD (NYS) 0.1%
Value ($000) $611 Shares 1,743 Est. Cost $308.18 Unrealized +15.1%
V VISA CL A ORD (NYS) 0.1%
Value ($000) $473 Shares 2,057 Est. Cost $189.68 Unrealized +24.5%
JPM JPMORGAN CHASE ORD (NYS) 0.1%
Value ($000) $457 Shares 3,154 Est. Cost $117.24 Unrealized +21.4%
ACIW ACI WORLDWIDE ORD (NMS) 0.1%
Value ($000) $451 Shares 20,000 Est. Cost $26.47 Unrealized -11.7%
VALE VALE ADR REPTG ONE ORD (NYS) 0.1%
Value ($000) $449 Shares 33,477 Est. Cost $13.42 Unrealized
PBR PETROLEO BRASILEIRO ADR REPSTG 2 ORD (NYS) 0.1%
Value ($000) $434 Shares 28,957 Est. Cost $13.83 Unrealized
TSLA TESLA ORD (NMS) 0.1%
Value ($000) $424 Shares 1,695 Est. Cost $256.46 Unrealized +0.2%
UNH UNITEDHEALTH GRP ORD (NYS) 0.1%
Value ($000) $424 Shares 840 Est. Cost $304.44 Unrealized +54.4%
BILI BILIBILI ADS (NMS) 0.1%
Value ($000) $417 Shares 30,307 Est. Cost $13.77 Unrealized
SOLARWINDS ORD (NYS) 0.1%
Value ($000) $411 Shares 43,497 Est. Cost $9.44 Unrealized
META META PLATFORMS CL A ORD (NMS) 0.1%
Value ($000) $401 Shares 1,335 Est. Cost $236.70 Unrealized +26.4%
HD HOME DEPOT ORD (NYS) 0.1%
Value ($000) $399 Shares 1,321 Est. Cost $243.58 Unrealized +24.4%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $392 Shares 912 Est. Cost $294.74 Unrealized
RLX RLX TECHNOLOGY ADS REP CL A ORD (NYS) 0.0%
Value ($000) $360 Shares 238,113 Est. Cost $1.51 Unrealized
JNJ JOHNSON & JOHNSON ORD (NYS) 0.0%
Value ($000) $357 Shares 2,289 Est. Cost $135.22 Unrealized +13.4%
TMUS T MOBILE US ORD (NMS) 0.0%
Value ($000) $349 Shares 2,492 Est. Cost $130.07 Unrealized +2.9%
MCD MCDONALD'S ORD (NYS) 0.0%
Value ($000) $349 Shares 1,323 Est. Cost $196.72 Unrealized +37.0%
MA MASTERCARD CL A ORD (NYS) 0.0%
Value ($000) $335 Shares 846 Est. Cost $306.16 Unrealized +29.4%
IBM INTERNATIONAL BUSINESS MACHINES ORD (NYS) 0.0%
Value ($000) $326 Shares 2,322 Est. Cost $111.89 Unrealized +17.8%
AVGO BROADCOM ORD (NMS) 0.0%
Value ($000) $313 Shares 377 Est. Cost $51.19 Unrealized +64.1%
YUMC YUM CHINA ORD (NYS) 0.0%
Value ($000) $302 Shares 5,425 Est. Cost $60.37 Unrealized -7.3%
CSCO CISCO SYSTEMS ORD (NMS) 0.0%
Value ($000) $291 Shares 5,417 Est. Cost $42.29 Unrealized +18.9%
LLY ELI LILLY ORD (NYS) 0.0%
Value ($000) $291 Shares 542 Est. Cost $312.47 Unrealized +62.2%
PG PROCTER & GAMBLE ORD (NYS) 0.0%
Value ($000) $289 Shares 1,984 Est. Cost $116.38 Unrealized +23.8%
TMO THERMO FISHER SCIENTIFIC ORD (NYS) 0.0%
Value ($000) $288 Shares 569 Est. Cost $558.70 Unrealized -5.3%
PBR/A PETROLEO BRASILEIRO ADR REPSTG 2 PRF (NYS) 0.0%
Value ($000) $288 Shares 20,982 Est. Cost $12.37 Unrealized
UAE ISHARES MSCI UAE ETF (NMS) 0.0%
Value ($000) $271 Shares 17,709 Est. Cost $14.85 Unrealized
QFIN QIFU TECHNOLOGY ADR (NMS) 0.0%
Value ($000) $269 Shares 17,541 Est. Cost $15.36 Unrealized
MRK MERCK & CO ORD (NYS) 0.0%
Value ($000) $247 Shares 2,400 Est. Cost $69.50 Unrealized +43.6%
ABBV ABBVIE ORD (NYS) 0.0%
Value ($000) $242 Shares 1,623 Est. Cost $100.18 Unrealized +35.1%
ITUB ITAU UNIBANCO HOLDING ADR REP 1 PRF (NYS) 0.0%
Value ($000) $238 Shares 44,406 Est. Cost $5.90 Unrealized
CMCSA COMCAST CL A ORD (NMS) 0.0%
Value ($000) $230 Shares 5,179 Est. Cost $40.28 Unrealized +3.0%
LMT LOCKHEED MARTIN ORD (NYS) 0.0%
Value ($000) $228 Shares 558 Est. Cost $354.44 Unrealized +17.1%
ECH ISHARES MSCI CHILE ETF (BAT) 0.0%
Value ($000) $212 Shares 8,078 Est. Cost $26.19 Unrealized
ACN ACCENTURE CL A ORD (NYS) 0.0%
Value ($000) $211 Shares 686 Est. Cost $267.05 Unrealized +14.0%
PEP PEPSICO ORD (NMS) 0.0%
Value ($000) $203 Shares 1,196 Est. Cost $124.13 Unrealized +34.7%
COST COSTCO WHOLESALE ORD (NMS) 0.0%
Value ($000) $201 Shares 356 Est. Cost $472.41 Unrealized +12.7%
VIPS VIPSHOP HOLDGS SPON ADS REP 0.20 ORD (NYS) 0.0%
Value ($000) $197 Shares 12,334 Est. Cost $16.01 Unrealized
WMT WALMART ORD (NYS) 0.0%
Value ($000) $197 Shares 1,230 Est. Cost $41.79 Unrealized +24.0%
KO COCA-COLA ORD (NYS) 0.0%
Value ($000) $193 Shares 3,454 Est. Cost $47.56 Unrealized +17.2%
VZ VERIZON COMMUNICATIONS ORD (NYS) 0.0%
Value ($000) $179 Shares 5,536 Est. Cost $38.96 Unrealized -25.6%
EBIX ORD (NMS) 0.0%
Value ($000) $176 Shares 17,852 Est. Cost $9.88 Unrealized
LOW LOWE'S COMPANIES ORD (NYS) 0.0%
Value ($000) $176 Shares 846 Est. Cost $169.28 Unrealized +27.0%
KWT ISHARES MSCI KUWAIT ETF (BAT) 0.0%
Value ($000) $164 Shares 5,370 Est. Cost $32.09 Unrealized
ABT ABBOTT LABORATORIES ORD (NYS) 0.0%
Value ($000) $164 Shares 1,694 Est. Cost $90.29 Unrealized +11.3%
DHR DANAHER ORD (NYS) 0.0%
Value ($000) $162 Shares 654 Est. Cost $187.57 Unrealized +17.4%
IN8BIO, INC. (NMS) 0.0%
Value ($000) $157 Shares 151,314 Est. Cost $1.68 Unrealized
BMY BRISTOL MYERS SQUIBB ORD (NYS) 0.0%
Value ($000) $153 Shares 2,636 Est. Cost $52.85 Unrealized +2.8%
BAC BANK OF AMERICA ORD (NYS) 0.0%
Value ($000) $152 Shares 5,565 Est. Cost $30.43 Unrealized -8.6%
HON HONEYWELL INTERNATIONAL ORD (NMS) 0.0%
Value ($000) $151 Shares 820 Est. Cost $139.87 Unrealized +24.3%
XLP SPDR FUND CONSUMER STAPLES ETF (PSE) 0.0%
Value ($000) $151 Shares 2,189 Est. Cost $68.86 Unrealized
VSTA VASTA PLATFORM CL A ORD (NMS) 0.0%
Value ($000) $143 Shares 34,684 Est. Cost $3.66 Unrealized 0.0%
CRM SALESFORCE ORD (NYS) 0.0%
Value ($000) $138 Shares 682 Est. Cost $196.25 Unrealized +8.8%
BBD BANCO BRADESCO ADR REPSTG 1 PRF (NYS) 0.0%
Value ($000) $138 Shares 48,419 Est. Cost $3.46 Unrealized
IBN ICICI BANK ADR REP 2 ORD (NYS) 0.0%
Value ($000) $136 Shares 5,872 Est. Cost $23.12 Unrealized
ADBE ADOBE ORD (NMS) 0.0%
Value ($000) $128 Shares 251 Est. Cost $361.12 Unrealized +45.3%
TXN TEXAS INSTRUMENTS ORD (NMS) 0.0%
Value ($000) $128 Shares 803 Est. Cost $146.28 Unrealized +8.6%
AMGN AMGEN ORD (NMS) 0.0%
Value ($000) $125 Shares 465 Est. Cost $212.13 Unrealized +9.3%
PM PHILIP MORRIS INTERNATIONAL ORD (NYS) 0.0%
Value ($000) $110 Shares 1,188 Est. Cost $71.19 Unrealized +21.0%
MS MORGAN STANLEY ORD (NYS) 0.0%
Value ($000) $109 Shares 1,334 Est. Cost $80.81 Unrealized -0.6%
ABEV AMBEV ADR REP ONE ORD (NYS) 0.0%
Value ($000) $104 Shares 40,483 Est. Cost $3.18 Unrealized
GD GENERAL DYNAMICS ORD (NYS) 0.0%
Value ($000) $102 Shares 460 Est. Cost $184.63 Unrealized +14.4%
WFC WELLS FARGO ORD (NYS) 0.0%
Value ($000) $100 Shares 2,458 Est. Cost $35.65 Unrealized +14.1%
XLRE REAL ESTATE SELECT SCTR SPDR ETF (PSE) 0.0%
Value ($000) $100 Shares 2,924 Est. Cost $34.67 Unrealized
UNP UNION PACIFIC ORD (NYS) 0.0%
Value ($000) $97 Shares 475 Est. Cost $174.39 Unrealized +18.2%
INDA ISHARES MSCI INDIA INDEX ETF (BAT) 0.0%
Value ($000) $94 Shares 2,121 Est. Cost $44.22 Unrealized
PFE PFIZER ORD (NYS) 0.0%
Value ($000) $92 Shares 2,776 Est. Cost $35.72 Unrealized -14.4%
SO SOUTHERN ORD (NYS) 0.0%
Value ($000) $92 Shares 1,414 Est. Cost $57.43 Unrealized +11.1%
XLB SPDR FUND MATERIALS SELECT SECTR ETF (PSE) 0.0%
Value ($000) $87 Shares 1,111 Est. Cost $83.55 Unrealized
MDT MEDTRONIC ORD (NYS) 0.0%
Value ($000) $86 Shares 1,094 Est. Cost $75.15 Unrealized +3.5%
SBUX STARBUCKS ORD (NMS) 0.0%
Value ($000) $80 Shares 873 Est. Cost $81.59 Unrealized +13.3%
GS GOLDMAN SACHS GROUP ORD (NYS) 0.0%
Value ($000) $72 Shares 224 Est. Cost $254.65 Unrealized +23.8%
GE GENERAL ELECTRIC ORD (NYS) 0.0%
Value ($000) $70 Shares 630 Est. Cost $66.19 Unrealized +34.0%
XLI SELECT SECTOR INDUSTRIAL SPDR ETF (PSE) 0.0%
Value ($000) $68 Shares 674 Est. Cost $101.38 Unrealized
AXP AMERICAN EXPRESS ORD (NYS) 0.0%
Value ($000) $67 Shares 452 Est. Cost $136.49 Unrealized +16.4%
CAT CATERPILLAR ORD (NYS) 0.0%
Value ($000) $67 Shares 247 Est. Cost $147.73 Unrealized +77.0%
MDLZ MONDELEZ INTERNATIONAL CL A ORD (NMS) 0.0%
Value ($000) $67 Shares 964 Est. Cost $50.62 Unrealized +32.8%
EXC EXELON ORD (NMS) 0.0%
Value ($000) $66 Shares 1,757 Est. Cost $37.24 Unrealized 0.0%
LIN LINDE ORD (NYS) 0.0%
Value ($000) $65 Shares 174 Est. Cost $369.03 Unrealized 0.0%
MO ALTRIA GROUP ORD (NYS) 0.0%
Value ($000) $64 Shares 1,530 Est. Cost $30.94 Unrealized +17.7%
T AT&T ORD (NYS) 0.0%
Value ($000) $61 Shares 4,078 Est. Cost $16.36 Unrealized -20.8%
UPS UNITED PARCEL SERVICE CL B ORD (NYS) 0.0%
Value ($000) $57 Shares 368 Est. Cost $135.06 Unrealized +12.3%
DUK DUKE ENERGY ORD (NYS) 0.0%
Value ($000) $56 Shares 631 Est. Cost $80.42 Unrealized +3.9%
NFLX NETFLIX ORD (NMS) 0.0%
Value ($000) $54 Shares 143 Est. Cost $29.25 Unrealized +44.9%
BLACKROCK ORD (NYS) 0.0%
Value ($000) $54 Shares 83 Est. Cost $675.69 Unrealized
RTX RTX ORD (NYS) 0.0%
Value ($000) $50 Shares 695 Est. Cost $64.87 Unrealized +25.2%
C CITIGROUP ORD (NYS) 0.0%
Value ($000) $47 Shares 1,134 Est. Cost $46.69 Unrealized -13.3%
CL COLGATE PALMOLIVE ORD (NYS) 0.0%
Value ($000) $43 Shares 609 Est. Cost $68.96 Unrealized +2.8%
BEKE KE HOLDINGS ADR REP 3 CL A ORD (NYS) 0.0%
Value ($000) $42 Shares 2,720 Est. Cost $17.68 Unrealized
ORCL ORACLE ORD (NYS) 0.0%
Value ($000) $39 Shares 367 Est. Cost $69.98 Unrealized +61.2%
XLE ENERGY SELECT SECTOR SPDR ETF (PSE) 0.0%
Value ($000) $39 Shares 428 Est. Cost $81.17 Unrealized
SCHW CHARLES SCHWAB ORD (NYS) 0.0%
Value ($000) $38 Shares 696 Est. Cost $68.66 Unrealized -14.8%
BKNG BOOKING HOLDINGS ORD (NMS) 0.0%
Value ($000) $37 Shares 12 Est. Cost $2394.16 Unrealized +24.4%
FDX FEDEX ORD (NYS) 0.0%
Value ($000) $35 Shares 134 Est. Cost $216.04 Unrealized +14.2%
ROST ROSS STORES ORD (NMS) 0.0%
Value ($000) $35 Shares 314 Est. Cost $111.83 Unrealized 0.0%
XOM EXXON MOBIL ORD (NYS) 0.0%
Value ($000) $35 Shares 296 Est. Cost $88.86 Unrealized +13.7%
NKE NIKE CL B ORD (NYS) 0.0%
Value ($000) $34 Shares 359 Est. Cost $105.89 Unrealized -7.2%
DOW DOW ORD (NYS) 0.0%
Value ($000) $34 Shares 663 Est. Cost $47.30 Unrealized -2.1%
EMR EMERSON ELECTRIC ORD (NYS) 0.0%
Value ($000) $33 Shares 339 Est. Cost $76.16 Unrealized +19.7%
BLDR BUILDERS FIRSTSOURCE ORD (NYS) 0.0%
Value ($000) $30 Shares 238 Est. Cost $137.97 Unrealized 0.0%
XLU SELECT SECTOR UTI SELECT SPDR ETF (PSE) 0.0%
Value ($000) $26 Shares 446 Est. Cost $67.98 Unrealized
NEE NEXTERA ENERGY ORD (NYS) 0.0%
Value ($000) $26 Shares 451 Est. Cost $72.19 Unrealized -10.8%
AZO AUTOZONE ORD (NYS) 0.0%
Value ($000) $25 Shares 10 Est. Cost $2509.45 Unrealized 0.0%
DIS WALT DISNEY ORD (NYS) 0.0%
Value ($000) $25 Shares 310 Est. Cost $120.93 Unrealized -31.0%
BA BOEING ORD (NYS) 0.0%
Value ($000) $25 Shares 130 Est. Cost $203.58 Unrealized +7.5%
AMD ADVANCED MICRO DEVICES ORD (NMS) 0.0%
Value ($000) $24 Shares 232 Est. Cost $90.02 Unrealized +20.6%
ACTIVISION BLIZZARD ORD (NMS) 0.0%
Value ($000) $21 Shares 219 Est. Cost $93.63 Unrealized
GILD GILEAD SCIENCES ORD (NMS) 0.0%
Value ($000) $20 Shares 265 Est. Cost $72.16 Unrealized -2.1%
QCOM QUALCOMM ORD (NMS) 0.0%
Value ($000) $17 Shares 156 Est. Cost $122.43 Unrealized -10.1%
CHTR CHARTER COMMUNICATIONS CL A ORD (NMS) 0.0%
Value ($000) $16 Shares 37 Est. Cost $341.23 Unrealized +21.9%
KHC KRAFT HEINZ ORD (NMS) 0.0%
Value ($000) $16 Shares 474 Est. Cost $32.71 Unrealized -6.8%
INTC INTEL ORD (NMS) 0.0%
Value ($000) $15 Shares 435 Est. Cost $34.22 Unrealized 0.0%
CGTX COGNITION THERAPEUTICS ORD (NMS) 0.0%
Value ($000) $15 Shares 10,222 Est. Cost $4.96 Unrealized -68.4%
PYPL PAYPAL HOLDINGS ORD (NMS) 0.0%
Value ($000) $14 Shares 245 Est. Cost $80.86 Unrealized -19.7%
INTU INTUIT ORD (NMS) 0.0%
Value ($000) $13 Shares 26 Est. Cost $498.82 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP ORD (NYS) 0.0%
Value ($000) $13 Shares 213 Est. Cost $53.82 Unrealized +5.3%
SYK STRYKER ORD (NYS) 0.0%
Value ($000) $12 Shares 45 Est. Cost $280.01 Unrealized 0.0%
ELV ELEVANCE HEALTH ORD (NYS) 0.0%
Value ($000) $12 Shares 28 Est. Cost $354.16 Unrealized +23.3%
GM GENERAL MOTORS ORD (NYS) 0.0%
Value ($000) $10 Shares 318 Est. Cost $33.64 Unrealized +3.0%
PGR PROGRESSIVE ORD (NYS) 0.0%
Value ($000) $10 Shares 75 Est. Cost $120.35 Unrealized 0.0%
BSX BOSTON SCIENTIFIC ORD (NYS) 0.0%
Value ($000) $10 Shares 195 Est. Cost $44.31 Unrealized +18.4%
UBER UBER TECHNOLOGIES INC (NYS) 0.0%
Value ($000) $10 Shares 221 Est. Cost $45.68 Unrealized 0.0%
MET METLIFE ORD (NYS) 0.0%
Value ($000) $9 Shares 143 Est. Cost $58.01 Unrealized 0.0%
ADI ANALOG DEVICES ORD (NMS) 0.0%
Value ($000) $9 Shares 50 Est. Cost $170.53 Unrealized +3.8%
HUM HUMANA ORD (NYS) 0.0%
Value ($000) $8 Shares 17 Est. Cost $488.15 Unrealized -6.5%
MCK MCKESSON ORD (NYS) 0.0%
Value ($000) $8 Shares 18 Est. Cost $300.05 Unrealized +38.9%
SHW SHERWIN WILLIAMS ORD (NYS) 0.0%
Value ($000) $8 Shares 30 Est. Cost $262.23 Unrealized 0.0%
Eaton Vance Flting Rate Inc 0.0%
Value ($000) $7 Shares 736 Est. Cost $9.67 Unrealized
TGT TARGET ORD (NYS) 0.0%
Value ($000) $7 Shares 65 Est. Cost $127.71 Unrealized -8.9%
BK BANK OF NEW YORK MELLON ORD (NYS) 0.0%
Value ($000) $7 Shares 168 Est. Cost $40.07 Unrealized +4.4%
SLB SCHLUMBERGER ORD (NYS) 0.0%
Value ($000) $7 Shares 117 Est. Cost $54.41 Unrealized 0.0%
USB US BANCORP ORD (NYS) 0.0%
Value ($000) $7 Shares 203 Est. Cost $40.74 Unrealized -20.2%
HCA HCA HEALTHCARE ORD (NYS) 0.0%
Value ($000) $7 Shares 27 Est. Cost $268.37 Unrealized 0.0%
MU MICRON TECHNOLOGY ORD (NMS) 0.0%
Value ($000) $6 Shares 93 Est. Cost $66.28 Unrealized 0.0%
PANW PALO ALTO NETWORKS ORD (NMS) 0.0%
Value ($000) $6 Shares 24 Est. Cost $95.94 Unrealized +23.3%
BIIB BIOGEN ORD (NMS) 0.0%
Value ($000) $5 Shares 20 Est. Cost $279.62 Unrealized -4.3%
ULTA ULTA BEAUTY ORD (NMS) 0.0%
Value ($000) $4 Shares 11 Est. Cost $475.47 Unrealized -8.1%
LULU LULULEMON ATHLETICA ORD (NMS) 0.0%
Value ($000) $4 Shares 10 Est. Cost $382.06 Unrealized 0.0%
F FORD MOTOR ORD (NYS) 0.0%
Value ($000) $2 Shares 185 Est. Cost $11.09 Unrealized 0.0%
AREN ARENA GROUP HLDGS ORD (ASE) 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.11 Unrealized 0.0%