OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0001005607 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 22, 2024

Total Value ($000): $1,528,003 (100.0% shares, 0.0% debt)

Holdings (208)

VEU VANGUARD INTL EQUITY INDEX F 7.1%
Value ($000) $108,208 Shares 1,927,464 Est. Cost $59.61 Unrealized
AAPL APPLE INC 3.6%
Value ($000) $55,383 Shares 287,662 Est. Cost $100.54 Unrealized +81.8%
MSFT MICROSOFT CORP 3.4%
Value ($000) $52,516 Shares 139,655 Est. Cost $211.26 Unrealized +65.8%
VWO VANGUARD INTL EQUITY INDEX F 2.8%
Value ($000) $42,181 Shares 1,026,297 Est. Cost $50.33 Unrealized
ICSH ISHARES TR 2.3%
Value ($000) $34,800 Shares 691,021 Est. Cost $50.21 Unrealized
VNQ VANGUARD INDEX FDS 2.1%
Value ($000) $32,695 Shares 370,015 Est. Cost $92.43 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $31,452 Shares 487,779 Est. Cost $63.19 Unrealized
EWJ ISHARES INC 2.0%
Value ($000) $30,220 Shares 471,151 Est. Cost $66.88 Unrealized
RWX SPDR INDEX SHS FDS 1.9%
Value ($000) $29,170 Shares 1,068,903 Est. Cost $24.47 Unrealized
SRLN SSGA ACTIVE ETF TR 1.6%
Value ($000) $24,286 Shares 579,203 Est. Cost $44.84 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $22,901 Shares 134,633 Est. Cost $48.46 Unrealized +199.0%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $22,763 Shares 47,891 Est. Cost $385.43 Unrealized
DJP BARCLAYS BANK PLC 1.5%
Value ($000) $22,710 Shares 747,275 Est. Cost $24.90 Unrealized
EWN ISHARES INC 1.5%
Value ($000) $22,565 Shares 505,596 Est. Cost $45.29 Unrealized
GOOG ALPHABET INC 1.5%
Value ($000) $22,264 Shares 157,978 Est. Cost $109.34 Unrealized +23.2%
PANW PALO ALTO NETWORKS INC 1.4%
Value ($000) $21,832 Shares 74,036 Est. Cost $73.08 Unrealized +83.0%
INCO COLUMBIA ETF TR II 1.4%
Value ($000) $21,779 Shares 370,515 Est. Cost $51.20 Unrealized
DAX GLOBAL X FDS 1.4%
Value ($000) $20,734 Shares 672,099 Est. Cost $21.54 Unrealized
DHR DANAHER CORPORATION 1.4%
Value ($000) $20,717 Shares 89,554 Est. Cost $176.36 Unrealized +19.3%
ACWX ISHARES TR 1.3%
Value ($000) $19,146 Shares 375,125 Est. Cost $45.37 Unrealized
LNG CHENIERE ENERGY INC 1.2%
Value ($000) $18,508 Shares 108,417 Est. Cost $60.02 Unrealized +186.3%
META META PLATFORMS INC 1.2%
Value ($000) $17,772 Shares 50,210 Est. Cost $245.40 Unrealized +31.8%
ILF ISHARES TR 1.1%
Value ($000) $17,334 Shares 596,494 Est. Cost $27.24 Unrealized
TLT ISHARES TR 1.1%
Value ($000) $16,246 Shares 164,305 Est. Cost $98.88 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $16,086 Shares 115,153 Est. Cost $108.02 Unrealized +23.4%
MRSH MARSH & MCLENNAN COS INC 1.0%
Value ($000) $15,944 Shares 84,148 Est. Cost $85.47 Unrealized +118.7%
CNC CENTENE CORP DEL 1.0%
Value ($000) $15,148 Shares 204,124 Est. Cost $56.22 Unrealized +28.3%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $15,042 Shares 28,339 Est. Cost $149.58 Unrealized +221.4%
UNP UNION PAC CORP 1.0%
Value ($000) $14,716 Shares 59,913 Est. Cost $131.03 Unrealized +59.7%
MNA INDEXIQ ETF TR 0.9%
Value ($000) $14,274 Shares 454,445 Est. Cost $32.76 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.9%
Value ($000) $14,164 Shares 61,668 Est. Cost $112.48 Unrealized +72.1%
AMD ADVANCED MICRO DEVICES INC 0.9%
Value ($000) $13,955 Shares 94,665 Est. Cost $67.43 Unrealized +74.8%
VCSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $13,848 Shares 178,988 Est. Cost $82.18 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $13,340 Shares 26,937 Est. Cost $44.33 Unrealized +4.5%
MGM MGM RESORTS INTERNATIONAL 0.8%
Value ($000) $12,761 Shares 285,604 Est. Cost $27.32 Unrealized +43.6%
ABT ABBOTT LABS 0.8%
Value ($000) $12,621 Shares 114,666 Est. Cost $40.58 Unrealized +136.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $12,600 Shares 35,327 Est. Cost $300.26 Unrealized +16.9%
V VISA INC 0.8%
Value ($000) $12,575 Shares 48,301 Est. Cost $186.07 Unrealized +30.4%
CVS CVS HEALTH CORP 0.8%
Value ($000) $12,131 Shares 153,638 Est. Cost $51.74 Unrealized +26.4%
POOL POOL CORP 0.8%
Value ($000) $11,993 Shares 30,079 Est. Cost $335.17 Unrealized +1.5%
MELI MERCADOLIBRE INC 0.8%
Value ($000) $11,560 Shares 7,356 Est. Cost $1168.83 Unrealized +21.3%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $11,407 Shares 48,962 Est. Cost $183.13 Unrealized +21.2%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $11,263 Shares 76,858 Est. Cost $129.12 Unrealized +8.9%
USDU WISDOMTREE TR 0.7%
Value ($000) $11,108 Shares 442,385 Est. Cost $26.10 Unrealized
BUSE FIRST BUSEY CORP 0.7%
Value ($000) $11,053 Shares 445,327 Est. Cost $19.44 Unrealized 0.0%
JPMORGAN CHASE & CO 0.7%
Value ($000) $10,836 Shares 427,285 Est. Cost $17.00 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.7%
Value ($000) $10,796 Shares 230,284 Est. Cost $62.89 Unrealized -29.4%
ICVT ISHARES TR 0.7%
Value ($000) $10,779 Shares 137,161 Est. Cost $91.96 Unrealized
XRAY DENTSPLY SIRONA INC 0.7%
Value ($000) $10,728 Shares 301,443 Est. Cost $49.30 Unrealized -35.6%
RYAAY RYANAIR HOLDINGS PLC 0.7%
Value ($000) $10,587 Shares 79,387 Est. Cost $96.47 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $10,546 Shares 299,606 Est. Cost $48.46 Unrealized
CPRT COPART INC 0.7%
Value ($000) $10,524 Shares 214,776 Est. Cost $37.06 Unrealized +27.5%
GXC SPDR INDEX SHS FDS 0.7%
Value ($000) $10,370 Shares 152,225 Est. Cost $118.49 Unrealized
CRM SALESFORCE INC 0.7%
Value ($000) $10,360 Shares 39,370 Est. Cost $173.50 Unrealized +28.9%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $10,351 Shares 198,896 Est. Cost $36.94 Unrealized +38.6%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $10,259 Shares 102,608 Est. Cost $71.52 Unrealized +36.4%
VMC VULCAN MATLS CO 0.7%
Value ($000) $9,950 Shares 43,833 Est. Cost $125.97 Unrealized +65.6%
TCOM TRIP COM GROUP LTD 0.7%
Value ($000) $9,948 Shares 276,269 Est. Cost $34.72 Unrealized
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $9,854 Shares 2,778 Est. Cost $2199.78 Unrealized +39.5%
PLNT PLANET FITNESS INC 0.6%
Value ($000) $9,452 Shares 129,481 Est. Cost $72.03 Unrealized -14.6%
PEP PEPSICO INC 0.6%
Value ($000) $9,449 Shares 55,636 Est. Cost $77.85 Unrealized +97.5%
LOW LOWES COS INC 0.6%
Value ($000) $9,126 Shares 41,008 Est. Cost $55.04 Unrealized +253.8%
PSX PHILLIPS 66 0.6%
Value ($000) $9,084 Shares 68,226 Est. Cost $53.27 Unrealized +108.5%
DIS DISNEY WALT CO 0.6%
Value ($000) $8,848 Shares 97,992 Est. Cost $86.32 Unrealized -0.1%
IAU ISHARES GOLD TR 0.6%
Value ($000) $8,486 Shares 217,435 Est. Cost $33.77 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $8,433 Shares 49,491 Est. Cost $90.12 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $8,321 Shares 12,606 Est. Cost $482.53 Unrealized +18.8%
XBI SPDR SER TR 0.5%
Value ($000) $7,876 Shares 88,208 Est. Cost $88.61 Unrealized
WMT WALMART INC 0.5%
Value ($000) $7,866 Shares 49,898 Est. Cost $44.05 Unrealized +17.2%
HD HOME DEPOT INC 0.5%
Value ($000) $7,721 Shares 22,278 Est. Cost $270.51 Unrealized +8.6%
NICE NICE LTD 0.5%
Value ($000) $7,201 Shares 36,094 Est. Cost $228.61 Unrealized
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $6,966 Shares 77,860 Est. Cost $54.71 Unrealized +46.7%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $6,851 Shares 388,366 Est. Cost $11.92 Unrealized +28.7%
BWA BORGWARNER INC 0.4%
Value ($000) $6,826 Shares 190,415 Est. Cost $31.33 Unrealized +10.5%
GPN GLOBAL PMTS INC 0.4%
Value ($000) $6,480 Shares 51,022 Est. Cost $131.29 Unrealized -13.8%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $6,389 Shares 82,434 Est. Cost $108.72 Unrealized
ESTC ELASTIC N V 0.4%
Value ($000) $6,348 Shares 56,326 Est. Cost $106.87 Unrealized -16.8%
WSC WILLSCOT MOBIL MINI HLDNG CO 0.4%
Value ($000) $6,306 Shares 141,705 Est. Cost $40.42 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $6,197 Shares 103,158 Est. Cost $88.17 Unrealized -40.7%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $6,194 Shares 76,210 Est. Cost $92.85 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.4%
Value ($000) $6,130 Shares 299,976 Est. Cost $19.12 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $6,045 Shares 19,446 Est. Cost $137.19 Unrealized
RTX RTX CORPORATION 0.4%
Value ($000) $5,919 Shares 70,345 Est. Cost $60.43 Unrealized +25.1%
LKQ LKQ CORP 0.4%
Value ($000) $5,888 Shares 123,196 Est. Cost $43.71 Unrealized 0.0%
KKR KKR & CO INC 0.4%
Value ($000) $5,834 Shares 70,420 Est. Cost $52.56 Unrealized +27.1%
CBRE CBRE GROUP INC 0.4%
Value ($000) $5,710 Shares 61,337 Est. Cost $73.14 Unrealized +6.3%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $5,678 Shares 23,938 Est. Cost $189.21 Unrealized
SUI SUN CMNTYS INC 0.4%
Value ($000) $5,524 Shares 41,334 Est. Cost $136.01 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.4%
Value ($000) $5,426 Shares 176,985 Est. Cost $34.97 Unrealized
APO APOLLO GLOBAL MGMT INC 0.4%
Value ($000) $5,388 Shares 57,819 Est. Cost $64.00 Unrealized +33.7%
PFE PFIZER INC 0.3%
Value ($000) $5,261 Shares 182,754 Est. Cost $39.50 Unrealized -33.2%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $5,185 Shares 34,679 Est. Cost $79.09 Unrealized
NUE NUCOR CORP 0.3%
Value ($000) $5,125 Shares 29,450 Est. Cost $127.96 Unrealized +19.8%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $5,069 Shares 14,444 Est. Cost $276.15 Unrealized +13.2%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $4,823 Shares 93,990 Est. Cost $64.19 Unrealized -26.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.3%
Value ($000) $4,775 Shares 29,666 Est. Cost $174.65 Unrealized -14.6%
WNS HLDGS LTD 0.3%
Value ($000) $4,738 Shares 74,968 Est. Cost $68.41 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $4,537 Shares 14,965 Est. Cost $79.53 Unrealized
ICLR ICON PLC 0.3%
Value ($000) $4,419 Shares 15,612 Est. Cost $258.75 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $4,245 Shares 27,085 Est. Cost $87.15 Unrealized +64.8%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $4,245 Shares 99,723 Est. Cost $30.51 Unrealized +17.7%
FMC FMC CORP 0.3%
Value ($000) $4,038 Shares 64,045 Est. Cost $66.52 Unrealized -21.1%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $3,995 Shares 42,460 Est. Cost $84.04 Unrealized -0.4%
NKE NIKE INC 0.2%
Value ($000) $3,809 Shares 35,085 Est. Cost $111.29 Unrealized -7.5%
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3,725 Shares 43,571 Est. Cost $55.34 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $3,561 Shares 12,365 Est. Cost $218.58 Unrealized +16.7%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $3,237 Shares 44,694 Est. Cost $57.24 Unrealized +12.3%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $3,207 Shares 16,833 Est. Cost $147.54 Unrealized +13.0%
EEM ISHARES TR 0.2%
Value ($000) $3,141 Shares 78,114 Est. Cost $41.11 Unrealized
FTV FORTIVE CORP 0.2%
Value ($000) $3,015 Shares 40,950 Est. Cost $43.54 Unrealized +20.0%
PENN PENN ENTERTAINMENT INC 0.2%
Value ($000) $2,972 Shares 114,228 Est. Cost $52.23 Unrealized -55.6%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,636 Shares 21,692 Est. Cost $114.22 Unrealized -2.6%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2,499 Shares 15,839 Est. Cost $101.68 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $2,223 Shares 10,302 Est. Cost $55.19 Unrealized +233.8%
YUM YUM BRANDS INC 0.1%
Value ($000) $2,219 Shares 16,980 Est. Cost $109.55 Unrealized +9.3%
DVY ISHARES TR 0.1%
Value ($000) $2,211 Shares 18,864 Est. Cost $64.01 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $2,050 Shares 12,405 Est. Cost $90.16 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,991 Shares 12,848 Est. Cost $110.67 Unrealized +22.6%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,933 Shares 8,954 Est. Cost $215.86 Unrealized -18.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,832 Shares 6,197 Est. Cost $71.41 Unrealized +251.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,709 Shares 11,458 Est. Cost $80.65 Unrealized +70.8%
RWR SPDR SER TR 0.1%
Value ($000) $1,608 Shares 16,868 Est. Cost $91.48 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,566 Shares 8,361 Est. Cost $73.26 Unrealized +114.3%
KO COCA COLA CO 0.1%
Value ($000) $1,541 Shares 26,145 Est. Cost $28.78 Unrealized +85.1%
EFA ISHARES TR 0.1%
Value ($000) $1,533 Shares 20,350 Est. Cost $74.88 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,384 Shares 32,488 Est. Cost $45.11 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $1,379 Shares 17,975 Est. Cost $95.13 Unrealized -29.3%
IWM ISHARES TR 0.1%
Value ($000) $1,317 Shares 6,562 Est. Cost $192.93 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $1,296 Shares 25,650 Est. Cost $50.18 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1,232 Shares 3,080 Est. Cost $156.49 Unrealized +133.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,178 Shares 23,326 Est. Cost $21.15 Unrealized +126.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,163 Shares 2,292 Est. Cost $402.70 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,107 Shares 23,102 Est. Cost $49.05 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,103 Shares 2,694 Est. Cost $278.28 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $1,069 Shares 16,248 Est. Cost $53.46 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $1,050 Shares 6,909 Est. Cost $127.11 Unrealized +10.3%
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,023 Shares 16,623 Est. Cost $62.64 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $952 Shares 11,572 Est. Cost $73.75 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $943 Shares 8,948 Est. Cost $34.27 Unrealized +211.4%
MCHI ISHARES TR 0.1%
Value ($000) $905 Shares 22,215 Est. Cost $43.76 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $903 Shares 17,962 Est. Cost $32.29 Unrealized +24.0%
AVGO BROADCOM INC 0.1%
Value ($000) $766 Shares 686 Est. Cost $24.03 Unrealized +283.8%
AZO AUTOZONE INC 0.0%
Value ($000) $763 Shares 295 Est. Cost $678.83 Unrealized +282.1%
BP BP PLC 0.0%
Value ($000) $760 Shares 21,477 Est. Cost $28.35 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $755 Shares 1,582 Est. Cost $439.33 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $720 Shares 16,980 Est. Cost $42.11 Unrealized +10.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $668 Shares 4,084 Est. Cost $100.14 Unrealized +41.3%
SMOG VANECK ETF TRUST 0.0%
Value ($000) $652 Shares 5,891 Est. Cost $156.71 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $631 Shares 9,171 Est. Cost $29.28 Unrealized +91.6%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $615 Shares 10,104 Est. Cost $49.41 Unrealized
IT GARTNER INC 0.0%
Value ($000) $598 Shares 1,325 Est. Cost $136.39 Unrealized +192.9%
IWB ISHARES TR 0.0%
Value ($000) $583 Shares 2,223 Est. Cost $234.91 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $559 Shares 10,165 Est. Cost $47.50 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $535 Shares 5,082 Est. Cost $96.15 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $529 Shares 9,186 Est. Cost $36.21 Unrealized +40.1%
ICLN ISHARES TR 0.0%
Value ($000) $521 Shares 33,475 Est. Cost $23.47 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $517 Shares 10,501 Est. Cost $36.47 Unrealized +12.5%
IWR ISHARES TR 0.0%
Value ($000) $513 Shares 6,600 Est. Cost $73.71 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $505 Shares 2,548 Est. Cost $157.14 Unrealized +11.9%
ESGU ISHARES TR 0.0%
Value ($000) $486 Shares 4,633 Est. Cost $88.09 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $483 Shares 2,029 Est. Cost $164.54 Unrealized +19.3%
EFV ISHARES TR 0.0%
Value ($000) $458 Shares 8,800 Est. Cost $51.05 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $456 Shares 5,737 Est. Cost $27.32 Unrealized +176.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $431 Shares 7,025 Est. Cost $49.29 Unrealized +15.9%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $409 Shares 3,205 Est. Cost $62.95 Unrealized +45.3%
SHM SPDR SER TR 0.0%
Value ($000) $402 Shares 8,415 Est. Cost $49.59 Unrealized
MYPS PLAYSTUDIOS INC 0.0%
Value ($000) $393 Shares 145,050 Est. Cost $4.01 Unrealized -32.0%
EWZ ISHARES INC 0.0%
Value ($000) $368 Shares 10,540 Est. Cost $28.44 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $368 Shares 1,345 Est. Cost $145.59 Unrealized +78.0%
MRK MERCK & CO INC 0.0%
Value ($000) $362 Shares 3,319 Est. Cost $59.07 Unrealized +63.9%
LAM RESEARCH CORP 0.0%
Value ($000) $357 Shares 455 Est. Cost $537.39 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $328 Shares 15,507 Est. Cost $21.07 Unrealized
ASAN ASANA INC 0.0%
Value ($000) $320 Shares 16,856 Est. Cost $20.90 Unrealized -7.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $319 Shares 725 Est. Cost $217.04 Unrealized +78.9%
EWG ISHARES INC 0.0%
Value ($000) $318 Shares 10,715 Est. Cost $33.05 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $317 Shares 1,164 Est. Cost $189.14 Unrealized +36.2%
FDX FEDEX CORP 0.0%
Value ($000) $315 Shares 1,245 Est. Cost $193.87 Unrealized +25.0%
USB US BANCORP DEL 0.0%
Value ($000) $315 Shares 7,275 Est. Cost $46.15 Unrealized -28.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $315 Shares 8,347 Est. Cost $38.57 Unrealized -19.6%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $302 Shares 709 Est. Cost $397.11 Unrealized 0.0%
TFI SPDR SER TR 0.0%
Value ($000) $298 Shares 6,339 Est. Cost $47.00 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $295 Shares 995 Est. Cost $158.41 Unrealized +63.3%
MTUM ISHARES TR 0.0%
Value ($000) $290 Shares 1,850 Est. Cost $103.99 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $289 Shares 1,784 Est. Cost $144.16 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $286 Shares 1,485 Est. Cost $113.94 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $282 Shares 4,904 Est. Cost $19.73 Unrealized +161.2%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $280 Shares 1,970 Est. Cost $107.31 Unrealized +10.3%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $272 Shares 577 Est. Cost $446.64 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $266 Shares 1,747 Est. Cost $120.55 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value ($000) $256 Shares 1,715 Est. Cost $116.88 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $248 Shares 529 Est. Cost $357.76 Unrealized +26.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $247 Shares 546 Est. Cost $427.41 Unrealized -2.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $242 Shares 1,775 Est. Cost $114.76 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $239 Shares 925 Est. Cost $212.38 Unrealized +15.6%
SJNK SPDR SER TR 0.0%
Value ($000) $238 Shares 9,477 Est. Cost $27.23 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $227 Shares 6,500 Est. Cost $31.52 Unrealized +9.5%
ADBE ADOBE INC 0.0%
Value ($000) $223 Shares 374 Est. Cost $576.76 Unrealized 0.0%
NUVEEN CALIFORNIA MUNI VLU F 0.0%
Value ($000) $219 Shares 24,400 Est. Cost $10.22 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $218 Shares 531 Est. Cost $383.62 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $216 Shares 3,564 Est. Cost $76.66 Unrealized -30.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $212 Shares 2,534 Est. Cost $49.08 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $212 Shares 2,210 Est. Cost $80.76 Unrealized +14.1%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $209 Shares 1,329 Est. Cost $167.46 Unrealized -19.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $206 Shares 1,427 Est. Cost $118.34 Unrealized 0.0%
QUAL ISHARES TR 0.0%
Value ($000) $205 Shares 1,393 Est. Cost $147.14 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $205 Shares 881 Est. Cost $232.64 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $201 Shares 5,955 Est. Cost $27.61 Unrealized 0.0%
HTBK HERITAGE COMM CORP 0.0%
Value ($000) $105 Shares 10,602 Est. Cost $12.04 Unrealized -26.8%