Avantax Planning Partners, Inc. Diversified Active

CIK: 0001005441 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 14, 2022

Total Value ($000): $2,220,299 (100.0% shares, 0.0% debt)

Holdings (347)

SCHG SCHWAB STRATEGIC TR 15.1%
Value ($000) $335,841 Shares 6,017,586 Est. Cost $69.00 Unrealized
SCHV SCHWAB STRATEGIC TR 13.6%
Value ($000) $302,286 Shares 5,166,392 Est. Cost $54.32 Unrealized
SCHD SCHWAB STRATEGIC TR 10.1%
Value ($000) $223,463 Shares 3,363,883 Est. Cost $53.61 Unrealized
FLRN SPDR SER TR 6.0%
Value ($000) $132,532 Shares 4,373,992 Est. Cost $30.66 Unrealized
BSV VANGUARD BD INDEX FDS 3.9%
Value ($000) $86,190 Shares 1,151,966 Est. Cost $77.89 Unrealized
SCHZ SCHWAB STRATEGIC TR 3.5%
Value ($000) $78,654 Shares 1,735,900 Est. Cost $52.61 Unrealized
IWN ISHARES TR 3.1%
Value ($000) $67,744 Shares 525,430 Est. Cost $159.96 Unrealized
SUB ISHARES TR 2.7%
Value ($000) $60,877 Shares 592,997 Est. Cost $104.52 Unrealized
HYMB SPDR SER TR 2.4%
Value ($000) $53,933 Shares 1,125,487 Est. Cost $53.89 Unrealized
MUB ISHARES TR 1.5%
Value ($000) $33,132 Shares 322,990 Est. Cost $112.42 Unrealized
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $31,635 Shares 1,124,592 Est. Cost $33.34 Unrealized
IWF ISHARES TR 1.2%
Value ($000) $27,142 Shares 129,004 Est. Cost $237.43 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.2%
Value ($000) $26,328 Shares 194,793 Est. Cost $137.87 Unrealized
IVW ISHARES TR 1.2%
Value ($000) $26,128 Shares 451,657 Est. Cost $68.30 Unrealized
SPYV SPDR SER TR 1.2%
Value ($000) $26,054 Shares 755,420 Est. Cost $37.08 Unrealized
CWI SPDR INDEX SHS FDS 1.1%
Value ($000) $25,156 Shares 1,186,068 Est. Cost $28.21 Unrealized
VXUS VANGUARD STAR FDS 1.0%
Value ($000) $23,275 Shares 508,518 Est. Cost $52.07 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.0%
Value ($000) $23,128 Shares 474,710 Est. Cost $53.44 Unrealized
IWO ISHARES TR 1.0%
Value ($000) $21,873 Shares 105,874 Est. Cost $233.41 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $21,090 Shares 152,604 Est. Cost $89.31 Unrealized +72.8%
HYD VANECK ETF TRUST 0.9%
Value ($000) $20,793 Shares 416,453 Est. Cost $54.13 Unrealized
IEMG ISHARES INC 0.8%
Value ($000) $17,003 Shares 395,601 Est. Cost $58.01 Unrealized
SLYV SPDR SER TR 0.7%
Value ($000) $15,564 Shares 231,818 Est. Cost $77.77 Unrealized
IWP ISHARES TR 0.6%
Value ($000) $14,398 Shares 183,580 Est. Cost $112.06 Unrealized
IWS ISHARES TR 0.6%
Value ($000) $13,964 Shares 145,385 Est. Cost $98.34 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $12,738 Shares 263,082 Est. Cost $51.19 Unrealized
IDOG ALPS ETF TR 0.6%
Value ($000) $12,675 Shares 594,800 Est. Cost $26.45 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $11,608 Shares 49,840 Est. Cost $107.20 Unrealized +139.6%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $11,373 Shares 311,680 Est. Cost $46.27 Unrealized
VOE VANGUARD INDEX FDS 0.5%
Value ($000) $10,111 Shares 83,036 Est. Cost $122.37 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $9,730 Shares 101,001 Est. Cost $105.26 Unrealized
MUNI PIMCO ETF TR 0.4%
Value ($000) $8,671 Shares 173,010 Est. Cost $53.29 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $8,585 Shares 69,527 Est. Cost $103.12 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $7,048 Shares 19,733 Est. Cost $420.57 Unrealized
DON WISDOMTREE TR 0.3%
Value ($000) $6,988 Shares 185,509 Est. Cost $43.52 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $6,688 Shares 52,971 Est. Cost $86.15 Unrealized +51.6%
PGX INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $6,542 Shares 550,705 Est. Cost $13.33 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $6,540 Shares 116,752 Est. Cost $40.40 Unrealized +38.7%
PEP PEPSICO INC 0.3%
Value ($000) $6,495 Shares 39,781 Est. Cost $104.45 Unrealized +47.8%
SLYG SPDR SER TR 0.3%
Value ($000) $6,492 Shares 95,306 Est. Cost $74.81 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $6,261 Shares 72,700 Est. Cost $62.05 Unrealized +29.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $6,260 Shares 12,342 Est. Cost $182.05 Unrealized +204.4%
ISTB ISHARES TR 0.3%
Value ($000) $6,230 Shares 135,140 Est. Cost $46.10 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $6,155 Shares 36,089 Est. Cost $182.59 Unrealized
HEARTLAND FINL USA INC 0.3%
Value ($000) $6,001 Shares 138,393 Est. Cost $44.36 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $5,790 Shares 61,020 Est. Cost $95.37 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $5,779 Shares 132,055 Est. Cost $28.52 Unrealized +41.7%
JPIB J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $5,616 Shares 126,306 Est. Cost $46.18 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $5,526 Shares 63,290 Est. Cost $48.41 Unrealized +68.0%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $5,375 Shares 27,546 Est. Cost $225.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $5,348 Shares 45,015 Est. Cost $106.98 Unrealized +8.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $5,339 Shares 32,683 Est. Cost $109.11 Unrealized +40.1%
MDYG SPDR SER TR 0.2%
Value ($000) $5,007 Shares 82,974 Est. Cost $72.31 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $4,991 Shares 37,187 Est. Cost $71.14 Unrealized +78.7%
IWD ISHARES TR 0.2%
Value ($000) $4,842 Shares 35,604 Est. Cost $108.77 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $4,809 Shares 33,473 Est. Cost $83.47 Unrealized +59.1%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $4,782 Shares 30,894 Est. Cost $125.14 Unrealized +21.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $4,495 Shares 118,383 Est. Cost $37.96 Unrealized -5.8%
HD HOME DEPOT INC 0.2%
Value ($000) $4,482 Shares 16,243 Est. Cost $209.41 Unrealized +29.3%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $4,379 Shares 41,901 Est. Cost $90.40 Unrealized +16.8%
EEM ISHARES TR 0.2%
Value ($000) $4,301 Shares 123,318 Est. Cost $41.75 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $4,211 Shares 15,874 Est. Cost $265.49 Unrealized +5.2%
AMZN AMAZON COM INC 0.2%
Value ($000) $4,187 Shares 37,057 Est. Cost $123.12 Unrealized +2.7%
MMM 3M CO 0.2%
Value ($000) $4,111 Shares 37,204 Est. Cost $114.30 Unrealized -15.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,001 Shares 14,984 Est. Cost $188.03 Unrealized +51.3%
BLACKROCK INC 0.2%
Value ($000) $3,943 Shares 7,165 Est. Cost $588.98 Unrealized
IDV ISHARES TR 0.2%
Value ($000) $3,905 Shares 173,319 Est. Cost $27.16 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $3,808 Shares 16,505 Est. Cost $155.65 Unrealized +51.8%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $3,731 Shares 26,020 Est. Cost $152.61 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $3,601 Shares 89,306 Est. Cost $41.06 Unrealized -4.5%
AVGO BROADCOM INC 0.2%
Value ($000) $3,524 Shares 7,937 Est. Cost $38.71 Unrealized +24.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $3,488 Shares 36,463 Est. Cost $107.76 Unrealized +2.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $3,348 Shares 8,666 Est. Cost $309.52 Unrealized +23.0%
NULV NUSHARES ETF TR 0.1%
Value ($000) $3,291 Shares 106,605 Est. Cost $30.12 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $3,243 Shares 52,315 Est. Cost $68.33 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $3,201 Shares 14,199 Est. Cost $186.33 Unrealized +16.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $3,069 Shares 6,076 Est. Cost $263.90 Unrealized +87.6%
DHS WISDOMTREE TR 0.1%
Value ($000) $3,035 Shares 40,036 Est. Cost $67.79 Unrealized
DE DEERE & CO 0.1%
Value ($000) $3,013 Shares 9,023 Est. Cost $116.17 Unrealized +181.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $3,000 Shares 6,351 Est. Cost $273.58 Unrealized +82.1%
ABT ABBOTT LABS 0.1%
Value ($000) $2,987 Shares 30,873 Est. Cost $57.93 Unrealized +72.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,969 Shares 73,514 Est. Cost $31.68 Unrealized +4.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,965 Shares 11,095 Est. Cost $324.73 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $2,785 Shares 69,619 Est. Cost $40.17 Unrealized -0.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $2,654 Shares 28,531 Est. Cost $72.33 Unrealized +30.0%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $2,644 Shares 8,602 Est. Cost $161.40 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $2,578 Shares 40,906 Est. Cost $82.14 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $2,515 Shares 11,121 Est. Cost $163.18 Unrealized +34.2%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $2,497 Shares 34,603 Est. Cost $47.13 Unrealized +34.9%
MDYV SPDR SER TR 0.1%
Value ($000) $2,305 Shares 39,866 Est. Cost $52.44 Unrealized
V VISA INC 0.1%
Value ($000) $2,242 Shares 12,620 Est. Cost $135.85 Unrealized +46.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $2,117 Shares 8,195 Est. Cost $229.21 Unrealized +5.0%
TGT TARGET CORP 0.1%
Value ($000) $2,048 Shares 13,798 Est. Cost $94.80 Unrealized +50.8%
IDEV ISHARES TR 0.1%
Value ($000) $2,021 Shares 41,844 Est. Cost $48.30 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $2,004 Shares 48,083 Est. Cost $44.46 Unrealized -1.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,977 Shares 25,214 Est. Cost $56.96 Unrealized +35.4%
BKH BLACK HILLS CORP 0.1%
Value ($000) $1,906 Shares 28,142 Est. Cost $47.28 Unrealized +35.8%
IXUS ISHARES TR 0.1%
Value ($000) $1,871 Shares 36,747 Est. Cost $53.52 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,835 Shares 35,424 Est. Cost $62.83 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $1,833 Shares 38,107 Est. Cost $51.41 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,758 Shares 41,503 Est. Cost $61.86 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $1,730 Shares 21,505 Est. Cost $33.12 Unrealized +124.3%
FLOT ISHARES TR 0.1%
Value ($000) $1,725 Shares 34,307 Est. Cost $50.28 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,715 Shares 14,126 Est. Cost $17.33 Unrealized -8.9%
IVE ISHARES TR 0.1%
Value ($000) $1,709 Shares 13,296 Est. Cost $111.72 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $1,683 Shares 7,525 Est. Cost $169.09 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,675 Shares 9,333 Est. Cost $142.76 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,640 Shares 9,077 Est. Cost $165.85 Unrealized +9.5%
SDY SPDR SER TR 0.1%
Value ($000) $1,613 Shares 14,463 Est. Cost $91.13 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,608 Shares 4,003 Est. Cost $513.70 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $1,606 Shares 19,618 Est. Cost $93.37 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $1,579 Shares 37,562 Est. Cost $54.61 Unrealized -22.8%
WMT WALMART INC 0.1%
Value ($000) $1,569 Shares 12,098 Est. Cost $25.54 Unrealized +64.4%
HMOP HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $1,523 Shares 41,805 Est. Cost $38.05 Unrealized
NUDM NUSHARES ETF TR 0.1%
Value ($000) $1,469 Shares 65,801 Est. Cost $26.57 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $1,429 Shares 29,686 Est. Cost $49.98 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,370 Shares 14,524 Est. Cost $102.59 Unrealized +1.9%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,370 Shares 15,971 Est. Cost $78.03 Unrealized +4.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,358 Shares 12,707 Est. Cost $99.36 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $1,356 Shares 9,993 Est. Cost $190.88 Unrealized -15.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,350 Shares 16,020 Est. Cost $69.33 Unrealized +13.0%
ISHARES TR 0.1%
Value ($000) $1,334 Shares 53,837 Est. Cost $24.78 Unrealized
IBTE ISHARES TR 0.1%
Value ($000) $1,308 Shares 54,620 Est. Cost $23.95 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,296 Shares 5,910 Est. Cost $228.70 Unrealized
ISHARES TR 0.1%
Value ($000) $1,294 Shares 55,579 Est. Cost $23.28 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $1,294 Shares 11,579 Est. Cost $97.66 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $1,281 Shares 13,326 Est. Cost $108.48 Unrealized +2.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,256 Shares 13,167 Est. Cost $60.06 Unrealized +45.9%
ISHARES TR 0.1%
Value ($000) $1,203 Shares 46,438 Est. Cost $25.86 Unrealized
INTU INTUIT 0.1%
Value ($000) $1,169 Shares 3,019 Est. Cost $418.28 Unrealized +1.0%
ISHARES TR 0.1%
Value ($000) $1,166 Shares 46,207 Est. Cost $25.38 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,146 Shares 5,356 Est. Cost $149.09 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,113 Shares 6,785 Est. Cost $110.89 Unrealized +55.3%
NULG NUSHARES ETF TR 0.1%
Value ($000) $1,113 Shares 24,151 Est. Cost $45.36 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $1,112 Shares 28,866 Est. Cost $44.47 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,111 Shares 5,176 Est. Cost $176.62 Unrealized +29.5%
BA BOEING CO 0.1%
Value ($000) $1,111 Shares 9,177 Est. Cost $209.26 Unrealized -26.7%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $1,109 Shares 36,731 Est. Cost $27.08 Unrealized +12.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $1,103 Shares 17,752 Est. Cost $50.59 Unrealized +18.4%
INTC INTEL CORP 0.0%
Value ($000) $1,096 Shares 42,544 Est. Cost $35.99 Unrealized -10.2%
NFLX NETFLIX INC 0.0%
Value ($000) $1,087 Shares 4,619 Est. Cost $29.19 Unrealized -23.9%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,064 Shares 8,961 Est. Cost $76.76 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $1,060 Shares 3,852 Est. Cost $332.07 Unrealized +13.9%
CRM SALESFORCE INC 0.0%
Value ($000) $1,056 Shares 7,342 Est. Cost $160.15 Unrealized +4.6%
LQD ISHARES TR 0.0%
Value ($000) $1,035 Shares 10,098 Est. Cost $118.79 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $1,034 Shares 18,466 Est. Cost $73.63 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,003 Shares 7,226 Est. Cost $170.84 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $999 Shares 27,894 Est. Cost $34.43 Unrealized 0.0%
ESGD ISHARES TR 0.0%
Value ($000) $978 Shares 17,418 Est. Cost $68.53 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $977 Shares 12,865 Est. Cost $87.16 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $974 Shares 13,308 Est. Cost $55.69 Unrealized +39.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $973 Shares 24,197 Est. Cost $40.00 Unrealized -1.6%
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value ($000) $952 Shares 91,778 Est. Cost $8.95 Unrealized -4.9%
IVV ISHARES TR 0.0%
Value ($000) $949 Shares 2,645 Est. Cost $333.20 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $947 Shares 20,572 Est. Cost $14.39 Unrealized +61.1%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $943 Shares 29,419 Est. Cost $33.19 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $940 Shares 5,698 Est. Cost $148.73 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $922 Shares 17,402 Est. Cost $40.40 Unrealized +33.3%
LINDE PLC 0.0%
Value ($000) $918 Shares 3,404 Est. Cost $285.52 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $907 Shares 2,668 Est. Cost $132.81 Unrealized +157.0%
UNP UNION PAC CORP 0.0%
Value ($000) $907 Shares 4,653 Est. Cost $127.22 Unrealized +60.5%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $898 Shares 17,903 Est. Cost $50.69 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $894 Shares 32,679 Est. Cost $8.19 Unrealized +22.4%
PREMIER INC 0.0%
Value ($000) $876 Shares 25,815 Est. Cost $38.78 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $876 Shares 37,303 Est. Cost $24.63 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $875 Shares 37,379 Est. Cost $28.44 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $872 Shares 3,067 Est. Cost $263.25 Unrealized +23.5%
LLY LILLY ELI & CO 0.0%
Value ($000) $858 Shares 2,653 Est. Cost $136.23 Unrealized +126.1%
NUBD NUSHARES ETF TR 0.0%
Value ($000) $833 Shares 38,482 Est. Cost $25.62 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $826 Shares 13,030 Est. Cost $109.94 Unrealized -22.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $807 Shares 3,750 Est. Cost $155.76 Unrealized +41.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $804 Shares 10,497 Est. Cost $41.59 Unrealized +63.0%
NKE NIKE INC 0.0%
Value ($000) $787 Shares 9,473 Est. Cost $79.21 Unrealized +28.2%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $786 Shares 47,048 Est. Cost $17.20 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $781 Shares 12,781 Est. Cost $48.44 Unrealized +44.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $779 Shares 9,517 Est. Cost $67.78 Unrealized +23.7%
T AT&T INC 0.0%
Value ($000) $776 Shares 50,582 Est. Cost $15.14 Unrealized -0.4%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $771 Shares 9,407 Est. Cost $37.83 Unrealized +147.1%
DVY ISHARES TR 0.0%
Value ($000) $765 Shares 7,136 Est. Cost $90.01 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $763 Shares 10,520 Est. Cost $69.73 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $762 Shares 5,355 Est. Cost $135.20 Unrealized
SYSB ISHARES TR 0.0%
Value ($000) $761 Shares 9,287 Est. Cost $98.36 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $758 Shares 11,152 Est. Cost $37.26 Unrealized +79.7%
LOW LOWES COS INC 0.0%
Value ($000) $747 Shares 3,979 Est. Cost $99.70 Unrealized +82.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $747 Shares 6,615 Est. Cost $54.84 Unrealized +131.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $746 Shares 8,988 Est. Cost $59.08 Unrealized +37.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $738 Shares 4,571 Est. Cost $105.95 Unrealized +51.5%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $734 Shares 11,003 Est. Cost $68.11 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $730 Shares 20,074 Est. Cost $40.67 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $724 Shares 2,815 Est. Cost $172.77 Unrealized +59.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $723 Shares 10,167 Est. Cost $47.17 Unrealized +32.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $710 Shares 4,434 Est. Cost $68.13 Unrealized +129.7%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $687 Shares 4,743 Est. Cost $122.49 Unrealized +17.2%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $670 Shares 2,041 Est. Cost $327.63 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $669 Shares 407 Est. Cost $1848.19 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value ($000) $663 Shares 7,366 Est. Cost $122.26 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $639 Shares 1,692 Est. Cost $102.54 Unrealized -12.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $637 Shares 6,229 Est. Cost $36.84 Unrealized +139.4%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $636 Shares 4,039 Est. Cost $157.60 Unrealized
BAFN BAYFIRST FINANCIAL CORP 0.0%
Value ($000) $631 Shares 38,112 Est. Cost $17.45 Unrealized -1.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $627 Shares 8,921 Est. Cost $59.99 Unrealized +20.8%
PFF ISHARES TR 0.0%
Value ($000) $619 Shares 19,531 Est. Cost $37.88 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $618 Shares 3,598 Est. Cost $171.46 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $618 Shares 1,593 Est. Cost $99.06 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $592 Shares 1,940 Est. Cost $372.95 Unrealized -6.8%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $589 Shares 15,182 Est. Cost $40.77 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $589 Shares 3,974 Est. Cost $158.55 Unrealized +1.8%
SPMD SPDR SER TR 0.0%
Value ($000) $576 Shares 14,942 Est. Cost $29.42 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $575 Shares 9,418 Est. Cost $52.46 Unrealized +15.6%
NUMV NUSHARES ETF TR 0.0%
Value ($000) $575 Shares 20,259 Est. Cost $25.18 Unrealized
XJR ISHARES TR 0.0%
Value ($000) $562 Shares 18,325 Est. Cost $36.31 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $558 Shares 6,480 Est. Cost $123.33 Unrealized -28.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $552 Shares 6,172 Est. Cost $73.35 Unrealized +23.7%
PWR QUANTA SVCS INC 0.0%
Value ($000) $543 Shares 4,263 Est. Cost $110.40 Unrealized +23.2%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $540 Shares 16,730 Est. Cost $43.94 Unrealized -1.0%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $532 Shares 3,002 Est. Cost $54.53 Unrealized +268.6%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $529 Shares 17,875 Est. Cost $31.61 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $522 Shares 6,459 Est. Cost $76.13 Unrealized +6.1%
XYZ BLOCK INC 0.0%
Value ($000) $518 Shares 9,421 Est. Cost $136.43 Unrealized -48.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $516 Shares 9,405 Est. Cost $39.90 Unrealized +41.9%
SHM SPDR SER TR 0.0%
Value ($000) $507 Shares 10,993 Est. Cost $47.39 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $500 Shares 16,463 Est. Cost $32.62 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $494 Shares 6,638 Est. Cost $81.53 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $489 Shares 2,331 Est. Cost $151.07 Unrealized +47.5%
ETN EATON CORP PLC 0.0%
Value ($000) $482 Shares 3,615 Est. Cost $136.88 Unrealized -2.5%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $475 Shares 1,959 Est. Cost $189.88 Unrealized +36.4%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $473 Shares 9,092 Est. Cost $58.82 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $466 Shares 6,522 Est. Cost $72.83 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $455 Shares 2,727 Est. Cost $102.22 Unrealized +58.6%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $445 Shares 10,592 Est. Cost $57.95 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $443 Shares 1,929 Est. Cost $168.36 Unrealized +36.3%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $441 Shares 15,731 Est. Cost $33.09 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $437 Shares 1,194 Est. Cost $366.00 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $435 Shares 3,056 Est. Cost $146.73 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $434 Shares 14,520 Est. Cost $32.99 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $430 Shares 1,407 Est. Cost $338.58 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $427 Shares 38,127 Est. Cost $9.26 Unrealized +17.3%
ISHARES TR 0.0%
Value ($000) $427 Shares 17,053 Est. Cost $24.85 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $426 Shares 5,400 Est. Cost $78.55 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $424 Shares 1,705 Est. Cost $135.79 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $418 Shares 16,746 Est. Cost $24.81 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $415 Shares 2,432 Est. Cost $182.84 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $412 Shares 6,711 Est. Cost $44.25 Unrealized +37.2%
SPYG SPDR SER TR 0.0%
Value ($000) $411 Shares 8,207 Est. Cost $50.08 Unrealized
ISHARES TR 0.0%
Value ($000) $406 Shares 16,661 Est. Cost $24.69 Unrealized
ISHARES TR 0.0%
Value ($000) $401 Shares 16,634 Est. Cost $24.62 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $400 Shares 3,214 Est. Cost $81.40 Unrealized +40.8%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $400 Shares 10,587 Est. Cost $56.61 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $395 Shares 4,572 Est. Cost $59.15 Unrealized +47.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $393 Shares 13,394 Est. Cost $35.58 Unrealized -5.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $379 Shares 8,351 Est. Cost $30.26 Unrealized +42.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $379 Shares 7,512 Est. Cost $29.37 Unrealized -24.2%
EXI ISHARES TR 0.0%
Value ($000) $369 Shares 4,100 Est. Cost $106.80 Unrealized
DOW DOW INC 0.0%
Value ($000) $368 Shares 8,376 Est. Cost $38.90 Unrealized +6.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $368 Shares 3,280 Est. Cost $58.06 Unrealized +93.1%
CADE CADENCE BANK 0.0%
Value ($000) $367 Shares 14,452 Est. Cost $22.58 Unrealized +0.7%
MS MORGAN STANLEY 0.0%
Value ($000) $367 Shares 4,647 Est. Cost $69.74 Unrealized +7.9%
CSX CSX CORP 0.0%
Value ($000) $367 Shares 13,794 Est. Cost $25.72 Unrealized +15.1%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $363 Shares 8,990 Est. Cost $30.25 Unrealized +6.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $362 Shares 2,339 Est. Cost $153.09 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $362 Shares 1,706 Est. Cost $156.42 Unrealized +34.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $361 Shares 9,734 Est. Cost $23.68 Unrealized +42.7%
CTVA CORTEVA INC 0.0%
Value ($000) $361 Shares 6,315 Est. Cost $44.29 Unrealized +26.8%
IEFA ISHARES TR 0.0%
Value ($000) $349 Shares 6,628 Est. Cost $73.47 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $348 Shares 767 Est. Cost $310.35 Unrealized +46.7%
IBDR ISHARES TR 0.0%
Value ($000) $345 Shares 14,952 Est. Cost $24.62 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $344 Shares 1,701 Est. Cost $134.43 Unrealized +51.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $339 Shares 5,178 Est. Cost $62.15 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $335 Shares 4,568 Est. Cost $105.97 Unrealized
SRE SEMPRA 0.0%
Value ($000) $334 Shares 2,226 Est. Cost $71.33 Unrealized +1.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $332 Shares 30,061 Est. Cost $9.31 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $326 Shares 1,612 Est. Cost $136.11 Unrealized +49.2%
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $324 Shares 2,183 Est. Cost $139.21 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $319 Shares 3,953 Est. Cost $61.20 Unrealized +23.2%
AFL AFLAC INC 0.0%
Value ($000) $319 Shares 5,671 Est. Cost $37.12 Unrealized +47.0%
RPM RPM INTL INC 0.0%
Value ($000) $318 Shares 3,820 Est. Cost $65.46 Unrealized +35.7%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $312 Shares 4,376 Est. Cost $79.52 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $306 Shares 3,819 Est. Cost $89.62 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $305 Shares 2,378 Est. Cost $116.26 Unrealized +10.8%
CNC CENTENE CORP DEL 0.0%
Value ($000) $300 Shares 3,860 Est. Cost $89.37 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $300 Shares 1,464 Est. Cost $213.62 Unrealized +7.5%
SLV ISHARES SILVER TR 0.0%
Value ($000) $296 Shares 16,911 Est. Cost $23.74 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $295 Shares 2,624 Est. Cost $99.68 Unrealized +14.7%
NUE NUCOR CORP 0.0%
Value ($000) $295 Shares 2,755 Est. Cost $49.69 Unrealized +139.7%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $295 Shares 3,524 Est. Cost $110.25 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $291 Shares 4,774 Est. Cost $61.58 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $286 Shares 1,575 Est. Cost $162.22 Unrealized +12.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $282 Shares 8,982 Est. Cost $40.04 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $278 Shares 3,323 Est. Cost $50.34 Unrealized +73.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $278 Shares 1,247 Est. Cost $169.72 Unrealized +38.2%
CMI CUMMINS INC 0.0%
Value ($000) $275 Shares 1,351 Est. Cost $199.06 Unrealized -1.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $272 Shares 2,017 Est. Cost $152.46 Unrealized -4.9%
IWR ISHARES TR 0.0%
Value ($000) $270 Shares 4,350 Est. Cost $76.04 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $265 Shares 2,268 Est. Cost $153.79 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $262 Shares 3,639 Est. Cost $68.51 Unrealized -3.4%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $261 Shares 5,441 Est. Cost $58.45 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $258 Shares 4,464 Est. Cost $68.40 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $249 Shares 8,693 Est. Cost $18.24 Unrealized +52.9%
CE CELANESE CORP DEL 0.0%
Value ($000) $248 Shares 2,750 Est. Cost $92.24 Unrealized +12.7%
HSY HERSHEY CO 0.0%
Value ($000) $236 Shares 1,072 Est. Cost $184.39 Unrealized +11.3%
EIS ISHARES INC 0.0%
Value ($000) $236 Shares 4,115 Est. Cost $78.01 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $235 Shares 5,314 Est. Cost $42.49 Unrealized
BP BP PLC 0.0%
Value ($000) $234 Shares 8,181 Est. Cost $24.57 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $233 Shares 1,523 Est. Cost $96.04 Unrealized +58.5%
KLAC KLA CORP 0.0%
Value ($000) $232 Shares 765 Est. Cost $323.74 Unrealized +3.4%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $230 Shares 9,335 Est. Cost $23.02 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $229 Shares 3,706 Est. Cost $55.78 Unrealized 0.0%
HRTG HERITAGE INSURANCE HLDGS INC 0.0%
Value ($000) $228 Shares 100,707 Est. Cost $15.19 Unrealized -82.4%
IWV ISHARES TR 0.0%
Value ($000) $225 Shares 1,089 Est. Cost $226.99 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $224 Shares 476 Est. Cost $387.65 Unrealized +16.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $224 Shares 31,810 Est. Cost $14.36 Unrealized -32.5%
CCI CROWN CASTLE INC 0.0%
Value ($000) $223 Shares 1,540 Est. Cost $113.58 Unrealized +25.5%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $223 Shares 3,543 Est. Cost $62.94 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $222 Shares 6,143 Est. Cost $36.92 Unrealized -15.1%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $220 Shares 2,033 Est. Cost $165.52 Unrealized -28.0%
WPC WP CAREY INC 0.0%
Value ($000) $218 Shares 3,126 Est. Cost $81.39 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $218 Shares 317 Est. Cost $617.39 Unrealized +1.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $217 Shares 1,042 Est. Cost $214.91 Unrealized -0.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $214 Shares 6,414 Est. Cost $24.57 Unrealized +28.1%
TKR TIMKEN CO 0.0%
Value ($000) $214 Shares 3,628 Est. Cost $62.09 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $213 Shares 5,986 Est. Cost $22.19 Unrealized +69.4%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $212 Shares 6,991 Est. Cost $21.56 Unrealized +40.6%
MOS MOSAIC CO NEW 0.0%
Value ($000) $211 Shares 4,356 Est. Cost $16.32 Unrealized +189.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $209 Shares 1,221 Est. Cost $225.32 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $207 Shares 2,409 Est. Cost $61.46 Unrealized +39.7%
LKQ LKQ CORP 0.0%
Value ($000) $205 Shares 4,346 Est. Cost $24.99 Unrealized +91.1%
PPG PPG INDS INC 0.0%
Value ($000) $204 Shares 1,846 Est. Cost $90.43 Unrealized +27.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $203 Shares 2,955 Est. Cost $34.31 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $200 Shares 2,019 Est. Cost $124.90 Unrealized -13.1%
SPRY SILVERBACK THERAPEUTICS INC 0.0%
Value ($000) $170 Shares 32,174 Est. Cost $4.35 Unrealized +13.2%
LAZYDAYS HLDGS INC 0.0%
Value ($000) $146 Shares 10,789 Est. Cost $21.32 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $142 Shares 13,178 Est. Cost $11.53 Unrealized 0.0%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $132 Shares 16,500 Est. Cost $24.78 Unrealized -58.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $123 Shares 10,250 Est. Cost $12.15 Unrealized +1.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $116 Shares 10,079 Est. Cost $18.55 Unrealized -26.7%
ENLINK MIDSTREAM LLC 0.0%
Value ($000) $98 Shares 11,000 Est. Cost $8.91 Unrealized
ECOARK HLDGS INC 0.0%
Value ($000) $38 Shares 29,324 Est. Cost $2.63 Unrealized
SENSEONICS HLDGS INC 0.0%
Value ($000) $28 Shares 21,203 Est. Cost $2.69 Unrealized
SNDL SNDL INC 0.0%
Value ($000) $24 Shares 11,041 Est. Cost $2.79 Unrealized 0.0%
IBIO INC 0.0%
Value ($000) $21 Shares 125,000 Est. Cost $0.53 Unrealized
CONTRAFECT CORP 0.0%
Value ($000) $14 Shares 85,000 Est. Cost $0.98 Unrealized
T2 BIOSYSTEMS INC 0.0%
Value ($000) $12 Shares 110,273 Est. Cost $0.92 Unrealized
RA MED SYS INC 0.0%
Value ($000) $9 Shares 78,000 Est. Cost $0.79 Unrealized
PLX PHARMA INC 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.70 Unrealized
ASENSUS SURGICAL INC 0.0%
Value ($000) $6 Shares 12,936 Est. Cost $3.25 Unrealized
SINTX TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 13,000 Est. Cost $1.85 Unrealized
CONFORMIS INC 0.0%
Value ($000) $3 Shares 14,981 Est. Cost $0.73 Unrealized