ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 5, 2022

Total Value ($000): $211,308 (100.0% shares, 0.0% debt)

Holdings (440)

SPY SPDR S & P 500 ETF TRUST 9.7%
Value ($000) $20,541 Shares 45,481 Est. Cost $201.35 Unrealized
AAPL APPLE INC 6.5%
Value ($000) $13,829 Shares 79,199 Est. Cost $88.09 Unrealized +87.1%
MSFT MICROSOFT CORP 3.7%
Value ($000) $7,815 Shares 25,349 Est. Cost $39.98 Unrealized +628.8%
TIP ISHARES TIPS BOND ETF 3.5%
Value ($000) $7,393 Shares 59,348 Est. Cost $113.20 Unrealized
AMZN AMAZON. COM, INC 2.9%
Value ($000) $6,077 Shares 1,864 Est. Cost $45.89 Unrealized +236.7%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.7%
Value ($000) $5,766 Shares 11,757 Est. Cost $217.38 Unrealized
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 2.5%
Value ($000) $5,229 Shares 48,821 Est. Cost $117.14 Unrealized
VTHR ETF VANGUARD RUSSELL 3000 2.5%
Value ($000) $5,225 Shares 25,620 Est. Cost $101.30 Unrealized
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $4,733 Shares 30,978 Est. Cost $61.39 Unrealized +131.5%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $4,570 Shares 25,786 Est. Cost $69.94 Unrealized +117.1%
NVDA NVIDIA CORP. 1.8%
Value ($000) $3,774 Shares 13,832 Est. Cost $17.39 Unrealized +44.0%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.8%
Value ($000) $3,763 Shares 34,881 Est. Cost $79.89 Unrealized
PEP PEPSICO INC 1.8%
Value ($000) $3,733 Shares 22,307 Est. Cost $61.35 Unrealized +141.9%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.6%
Value ($000) $3,357 Shares 9,513 Est. Cost $166.67 Unrealized +94.1%
MCD MCDONALDS CORP 1.4%
Value ($000) $3,052 Shares 12,340 Est. Cost $88.67 Unrealized +156.9%
HD HOME DEPOT INC 1.4%
Value ($000) $2,991 Shares 9,995 Est. Cost $95.77 Unrealized +227.9%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $2,981 Shares 21,871 Est. Cost $64.64 Unrealized +106.8%
INTC INTEL CORP 1.4%
Value ($000) $2,872 Shares 57,947 Est. Cost $22.42 Unrealized +106.0%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $2,681 Shares 6,074 Est. Cost $178.54 Unrealized +104.5%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $2,613 Shares 16,051 Est. Cost $80.59 Unrealized +52.3%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $2,591 Shares 30,590 Est. Cost $53.96 Unrealized +33.5%
ABBV ABBVIE INC. 1.2%
Value ($000) $2,530 Shares 15,602 Est. Cost $53.29 Unrealized +137.2%
PFE PFIZER INC 1.1%
Value ($000) $2,271 Shares 43,876 Est. Cost $24.89 Unrealized +70.7%
BMY BRISTOL MYERS SQUIBB CO 1.1%
Value ($000) $2,230 Shares 30,536 Est. Cost $34.37 Unrealized +65.4%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $2,149 Shares 42,184 Est. Cost $31.98 Unrealized +29.8%
CAT CATERPILLAR INC 1.0%
Value ($000) $2,116 Shares 9,498 Est. Cost $83.03 Unrealized +135.4%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.9%
Value ($000) $1,923 Shares 14,024 Est. Cost $71.77 Unrealized +96.8%
CSCO CISCO SYSTEMS INC. 0.9%
Value ($000) $1,910 Shares 34,252 Est. Cost $25.88 Unrealized +94.3%
KO COCA COLA CO 0.9%
Value ($000) $1,844 Shares 29,737 Est. Cost $32.66 Unrealized +65.5%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,831 Shares 22,175 Est. Cost $55.58 Unrealized +22.1%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.8%
Value ($000) $1,775 Shares 16,575 Est. Cost $117.01 Unrealized
WM WASTE MANAGEMENT INC NEW 0.8%
Value ($000) $1,771 Shares 11,172 Est. Cost $40.96 Unrealized +248.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $1,672 Shares 6,022 Est. Cost $196.74 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $1,639 Shares 10,726 Est. Cost $62.15 Unrealized +147.1%
TSLA TESLA MOTORS INC 0.7%
Value ($000) $1,536 Shares 1,425 Est. Cost $172.47 Unrealized +80.6%
META META PLATFORMS INC 0.7%
Value ($000) $1,486 Shares 6,679 Est. Cost $150.96 Unrealized +64.4%
OEF ISHARES S & P 100 ETF 0.7%
Value ($000) $1,471 Shares 7,055 Est. Cost $76.55 Unrealized
DHR DANAHER CORP 0.7%
Value ($000) $1,449 Shares 4,940 Est. Cost $106.31 Unrealized +131.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,432 Shares 2,809 Est. Cost $251.72 Unrealized +79.2%
VO VANGUARD MID-CAP ETF 0.7%
Value ($000) $1,427 Shares 6,000 Est. Cost $154.44 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $1,354 Shares 4,727 Est. Cost $72.74 Unrealized +241.6%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,275 Shares 4,435 Est. Cost $217.36 Unrealized
BLACKROCK INC 0.5%
Value ($000) $1,158 Shares 1,516 Est. Cost $555.20 Unrealized
V VISA INC - CLASS A SHARES 0.5%
Value ($000) $1,143 Shares 5,155 Est. Cost $144.75 Unrealized +45.1%
SYK STRYKER CORP 0.5%
Value ($000) $1,135 Shares 4,244 Est. Cost $104.09 Unrealized +138.5%
MET METLIFE INC 0.5%
Value ($000) $1,125 Shares 16,010 Est. Cost $38.94 Unrealized +54.4%
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,074 Shares 10,611 Est. Cost $53.41 Unrealized +72.3%
SO SOUTHERN CO 0.5%
Value ($000) $1,059 Shares 14,601 Est. Cost $30.62 Unrealized +91.7%
AMAT APPLIED MATL INC 0.5%
Value ($000) $1,049 Shares 7,960 Est. Cost $82.60 Unrealized +60.9%
WMT WALMART INC 0.5%
Value ($000) $1,043 Shares 7,003 Est. Cost $26.54 Unrealized +68.0%
TGT TARGET CORP 0.5%
Value ($000) $1,038 Shares 4,889 Est. Cost $70.24 Unrealized +172.4%
NKE NIKE, INC 0.5%
Value ($000) $1,030 Shares 7,652 Est. Cost $73.20 Unrealized +80.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $1,014 Shares 4,452 Est. Cost $132.09 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.5%
Value ($000) $1,003 Shares 6,306 Est. Cost $52.88 Unrealized
CSX CSX CORPORATION 0.5%
Value ($000) $986 Shares 26,330 Est. Cost $24.00 Unrealized +39.5%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $984 Shares 4,323 Est. Cost $46.36 Unrealized +324.7%
ACN ACCENTURE PLC 0.5%
Value ($000) $973 Shares 2,885 Est. Cost $82.11 Unrealized +287.9%
T AT&T INC. 0.4%
Value ($000) $949 Shares 40,156 Est. Cost $13.08 Unrealized +14.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $946 Shares 1,643 Est. Cost $169.24 Unrealized +195.9%
ABT ABBOTT LABS 0.4%
Value ($000) $931 Shares 7,863 Est. Cost $46.84 Unrealized +146.3%
AMT AMERICAN TOWER CORPORATION 0.4%
Value ($000) $896 Shares 3,565 Est. Cost $112.24 Unrealized +91.4%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.4%
Value ($000) $883 Shares 14,785 Est. Cost $50.82 Unrealized
CL COLGATE PALMOLIVE 0.4%
Value ($000) $880 Shares 11,605 Est. Cost $45.46 Unrealized +59.1%
MRK MERCK & CO., INC 0.4%
Value ($000) $876 Shares 10,668 Est. Cost $45.91 Unrealized +52.2%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $864 Shares 20,964 Est. Cost $26.08 Unrealized +56.5%
PSX PHILLIPS 66 0.4%
Value ($000) $845 Shares 9,787 Est. Cost $59.13 Unrealized +23.2%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $821 Shares 6,319 Est. Cost $113.39 Unrealized -1.1%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $776 Shares 10,537 Est. Cost $69.24 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $724 Shares 18,905 Est. Cost $31.70 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $706 Shares 8,533 Est. Cost $52.44 Unrealized +46.8%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $686 Shares 3,524 Est. Cost $150.68 Unrealized +13.1%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $676 Shares 2,801 Est. Cost $134.64 Unrealized +52.1%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $633 Shares 13,191 Est. Cost $44.17 Unrealized
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $612 Shares 2,532 Est. Cost $169.45 Unrealized +20.0%
XBI ETF SPDR S&P BIOTECH 0.3%
Value ($000) $599 Shares 6,665 Est. Cost $93.05 Unrealized
LOW LOWES COMPANIES INC 0.3%
Value ($000) $592 Shares 2,928 Est. Cost $51.86 Unrealized +311.5%
AROW ARROW FINANCIAL CORPORATION 0.3%
Value ($000) $571 Shares 17,606 Est. Cost $27.88 Unrealized +2.1%
MMM 3M CO COM 0.3%
Value ($000) $564 Shares 3,789 Est. Cost $85.11 Unrealized +34.7%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $556 Shares 5,087 Est. Cost $93.29 Unrealized +28.0%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $553 Shares 5,643 Est. Cost $41.54 Unrealized +110.5%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $552 Shares 2,058 Est. Cost $243.53 Unrealized
BA BOEING 0.3%
Value ($000) $549 Shares 2,869 Est. Cost $140.44 Unrealized +42.9%
DE DEERE & CO (JOHN DEERE) 0.3%
Value ($000) $538 Shares 1,295 Est. Cost $89.10 Unrealized +307.4%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.3%
Value ($000) $536 Shares 6,741 Est. Cost $84.04 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $504 Shares 5,772 Est. Cost $59.01 Unrealized +43.4%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $496 Shares 2,311 Est. Cost $91.59 Unrealized +93.4%
VLO VALERO ENERGY NEW 0.2%
Value ($000) $492 Shares 4,853 Est. Cost $65.81 Unrealized +16.9%
NFLX NETFLIX INC 0.2%
Value ($000) $476 Shares 1,272 Est. Cost $36.36 Unrealized +14.5%
GLW CORNING INC 0.2%
Value ($000) $458 Shares 12,405 Est. Cost $18.03 Unrealized +93.7%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $439 Shares 3,718 Est. Cost $74.22 Unrealized +26.8%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $435 Shares 1,636 Est. Cost $128.28 Unrealized +87.9%
ADBE ADOBE INC 0.2%
Value ($000) $422 Shares 927 Est. Cost $325.70 Unrealized +47.7%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $410 Shares 1,602 Est. Cost $266.51 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $405 Shares 2,169 Est. Cost $84.74 Unrealized +102.7%
D DOMINION ENERGY, INC. 0.2%
Value ($000) $403 Shares 4,749 Est. Cost $49.43 Unrealized +35.4%
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $390 Shares 3,485 Est. Cost $74.82 Unrealized +19.2%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $353 Shares 2,755 Est. Cost $103.32 Unrealized
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $351 Shares 3,867 Est. Cost $38.49 Unrealized +123.3%
NUE NUCOR 0.2%
Value ($000) $351 Shares 2,360 Est. Cost $39.16 Unrealized +195.1%
KMB KIMBERLY CLARK 0.2%
Value ($000) $342 Shares 2,780 Est. Cost $80.10 Unrealized +42.3%
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.2%
Value ($000) $339 Shares 8,500 Est. Cost $43.06 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $327 Shares 732 Est. Cost $281.73 Unrealized +37.6%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $305 Shares 2,475 Est. Cost $70.80 Unrealized
C CITIGROUP INC. 0.1%
Value ($000) $294 Shares 5,491 Est. Cost $54.32 Unrealized -1.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $280 Shares 2,800 Est. Cost $41.92 Unrealized +90.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $274 Shares 393 Est. Cost $500.79 Unrealized +25.6%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $273 Shares 5,925 Est. Cost $41.53 Unrealized
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $268 Shares 751 Est. Cost $158.52 Unrealized +121.8%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $265 Shares 3,399 Est. Cost $77.32 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $263 Shares 5,622 Est. Cost $36.91 Unrealized +16.1%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $254 Shares 929 Est. Cost $143.01 Unrealized +61.2%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $249 Shares 5,433 Est. Cost $17.13 Unrealized +160.3%
DOW DOW INC. 0.1%
Value ($000) $248 Shares 3,887 Est. Cost $42.02 Unrealized +14.9%
CRM SALESFORCE.COM, INC. 0.1%
Value ($000) $241 Shares 1,133 Est. Cost $181.21 Unrealized +17.3%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.1%
Value ($000) $227 Shares 1,369 Est. Cost $162.01 Unrealized
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $218 Shares 2,475 Est. Cost $60.35 Unrealized
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $218 Shares 2,930 Est. Cost $51.58 Unrealized
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $217 Shares 1,606 Est. Cost $79.49 Unrealized +50.3%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $209 Shares 1,159 Est. Cost $145.87 Unrealized
WMB THE WILLIAMS CO. INC. 0.1%
Value ($000) $209 Shares 6,240 Est. Cost $23.67 Unrealized +7.9%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $209 Shares 2,712 Est. Cost $47.48 Unrealized +58.2%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $205 Shares 3,030 Est. Cost $33.57 Unrealized +75.1%
FDX FEDEX CORPORATION 0.1%
Value ($000) $201 Shares 870 Est. Cost $208.53 Unrealized +3.6%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $194 Shares 4,200 Est. Cost $34.81 Unrealized +11.1%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $192 Shares 2,400 Est. Cost $60.95 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $189 Shares 902 Est. Cost $81.70 Unrealized +149.3%
VFH ETF VANUARD FINANCIALS ETF 0.1%
Value ($000) $187 Shares 2,000 Est. Cost $93.50 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $181 Shares 7,011 Est. Cost $24.15 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $174 Shares 848 Est. Cost $127.97 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $169 Shares 678 Est. Cost $240.35 Unrealized -3.5%
CMI CUMMINS INC 0.1%
Value ($000) $166 Shares 805 Est. Cost $97.00 Unrealized +102.7%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $164 Shares 1,695 Est. Cost $98.42 Unrealized
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $161 Shares 2,710 Est. Cost $49.13 Unrealized +12.3%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $160 Shares 5,200 Est. Cost $15.27 Unrealized +66.5%
MKC MCCORMICK & CO. 0.1%
Value ($000) $160 Shares 1,600 Est. Cost $57.49 Unrealized +55.8%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $160 Shares 3,066 Est. Cost $23.74 Unrealized +56.4%
DTE DTE ENERGY CO 0.1%
Value ($000) $153 Shares 1,160 Est. Cost $93.79 Unrealized +13.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $152 Shares 1,100 Est. Cost $69.32 Unrealized +64.9%
SRE SEMPRA 0.1%
Value ($000) $145 Shares 860 Est. Cost $52.71 Unrealized +20.3%
PBDIX T ROW PRICE US BOND INDEX FUND 0.1%
Value ($000) $144 Shares 13,584 Est. Cost $11.34 Unrealized
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $136 Shares 1,446 Est. Cost $55.14 Unrealized +50.1%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $129 Shares 2,428 Est. Cost $30.84 Unrealized +55.1%
F FORD MOTOR CO DEL 0.1%
Value ($000) $127 Shares 7,510 Est. Cost $9.43 Unrealized +54.3%
TRV TRAVELERS COS INC 0.1%
Value ($000) $124 Shares 680 Est. Cost $75.37 Unrealized +110.7%
MPLX MPLX LP 0.1%
Value ($000) $123 Shares 3,700 Est. Cost $30.00 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $123 Shares 1,956 Est. Cost $28.86 Unrealized +103.2%
RIO RIO TINTO PLC 0.1%
Value ($000) $121 Shares 1,500 Est. Cost $73.33 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $120 Shares 5,500 Est. Cost $22.36 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $120 Shares 1,861 Est. Cost $29.79 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value ($000) $118 Shares 385 Est. Cost $105.47 Unrealized +152.8%
NEM NEWMONT CORPORATION 0.1%
Value ($000) $118 Shares 1,482 Est. Cost $30.21 Unrealized +98.7%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $116 Shares 10,800 Est. Cost $9.03 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $115 Shares 2,405 Est. Cost $23.60 Unrealized +56.1%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $114 Shares 1,661 Est. Cost $49.37 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.1%
Value ($000) $112 Shares 605 Est. Cost $95.71 Unrealized
LSBDX LOOMIS SAYLES BOND FUND 0.1%
Value ($000) $112 Shares 8,773 Est. Cost $12.77 Unrealized
GLAXO SMITHKLINE PLC SPON ADR 0.1%
Value ($000) $110 Shares 2,515 Est. Cost $44.64 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.1%
Value ($000) $107 Shares 4,960 Est. Cost $14.94 Unrealized
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $103 Shares 1,447 Est. Cost $71.18 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $102 Shares 627 Est. Cost $126.00 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $98 Shares 1,150 Est. Cost $44.36 Unrealized +57.1%
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $97 Shares 198 Est. Cost $312.70 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $94 Shares 712 Est. Cost $61.12 Unrealized +80.6%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $93 Shares 800 Est. Cost $20.57 Unrealized +130.9%
YUM YUM BRANDS INC. 0.0%
Value ($000) $92 Shares 780 Est. Cost $53.12 Unrealized +115.3%
CLX CLOROX COMPANY 0.0%
Value ($000) $90 Shares 645 Est. Cost $92.05 Unrealized +46.4%
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $87 Shares 1,053 Est. Cost $105.24 Unrealized
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $87 Shares 3,810 Est. Cost $17.93 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $86 Shares 1,779 Est. Cost $38.75 Unrealized +25.1%
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $83 Shares 5,947 Est. Cost $20.06 Unrealized -40.3%
KELLOGG COMPANY 0.0%
Value ($000) $82 Shares 1,267 Est. Cost $50.41 Unrealized +4.3%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $78 Shares 1,000 Est. Cost $58.92 Unrealized +29.7%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $78 Shares 424 Est. Cost $35.93 Unrealized +337.8%
HUBS HUBSPOT INC. 0.0%
Value ($000) $76 Shares 160 Est. Cost $170.70 Unrealized +183.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $75 Shares 288 Est. Cost $223.36 Unrealized +6.3%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $74 Shares 768 Est. Cost $97.47 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES IND 0.0%
Value ($000) $74 Shares 1,580 Est. Cost $46.84 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $72 Shares 1,500 Est. Cost $51.33 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $67 Shares 521 Est. Cost $87.86 Unrealized +32.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $66 Shares 1,091 Est. Cost $55.82 Unrealized +13.3%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $64 Shares 425 Est. Cost $64.51 Unrealized +126.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $62 Shares 816 Est. Cost $57.38 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $60 Shares 323 Est. Cost $88.82 Unrealized +96.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $59 Shares 194 Est. Cost $292.52 Unrealized -0.1%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $59 Shares 710 Est. Cost $93.86 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $58 Shares 535 Est. Cost $91.71 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $58 Shares 450 Est. Cost $75.00 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $57 Shares 660 Est. Cost $81.84 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $57 Shares 375 Est. Cost $99.26 Unrealized +30.0%
BP BP P.L.C. 0.0%
Value ($000) $56 Shares 1,890 Est. Cost $36.09 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $25.33 Unrealized
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $55 Shares 800 Est. Cost $58.36 Unrealized +23.8%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $54 Shares 860 Est. Cost $52.21 Unrealized +26.1%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $54 Shares 365 Est. Cost $147.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $52 Shares 114 Est. Cost $394.74 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $51 Shares 1,140 Est. Cost $44.55 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $48 Shares 440 Est. Cost $72.88 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $47 Shares 1,023 Est. Cost $22.45 Unrealized +48.3%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $47 Shares 250 Est. Cost $144.15 Unrealized +31.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $47 Shares 657 Est. Cost $60.15 Unrealized +0.4%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $46 Shares 600 Est. Cost $43.23 Unrealized +54.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $44 Shares 460 Est. Cost $41.33 Unrealized +82.9%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $28.98 Unrealized +26.9%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $42 Shares 912 Est. Cost $18.38 Unrealized +96.0%
USRT ISHARES CORE US REIT ETF 0.0%
Value ($000) $40 Shares 620 Est. Cost $64.52 Unrealized
MDB MONGODB, INC. 0.0%
Value ($000) $39 Shares 88 Est. Cost $66.66 Unrealized +486.6%
PLUG PLUG POWER INC. 0.0%
Value ($000) $39 Shares 1,370 Est. Cost $10.54 Unrealized +126.2%
SNA SNAP-ON INC 0.0%
Value ($000) $39 Shares 189 Est. Cost $131.07 Unrealized +45.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $37 Shares 480 Est. Cost $75.38 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $36 Shares 275 Est. Cost $120.26 Unrealized +1.9%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $34 Shares 1,131 Est. Cost $30.95 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $34 Shares 492 Est. Cost $22.69 Unrealized +155.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $34 Shares 691 Est. Cost $25.66 Unrealized +97.8%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $34 Shares 250 Est. Cost $139.41 Unrealized -1.6%
ARISTA NETWORKS INC. 0.0%
Value ($000) $33 Shares 240 Est. Cost $162.99 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $33 Shares 80 Est. Cost $272.75 Unrealized +68.4%
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $32 Shares 200 Est. Cost $100.42 Unrealized +40.9%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $31 Shares 115 Est. Cost $273.18 Unrealized
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $31 Shares 525 Est. Cost $38.52 Unrealized
BBY BEST BUY 0.0%
Value ($000) $30 Shares 325 Est. Cost $82.19 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 280 Est. Cost $103.57 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $29 Shares 575 Est. Cost $33.77 Unrealized +23.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $29 Shares 675 Est. Cost $21.83 Unrealized +82.7%
ATLASSIAN CORPORATION PLC - CLASS A 0.0%
Value ($000) $29 Shares 100 Est. Cost $98.33 Unrealized
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $28 Shares 420 Est. Cost $36.18 Unrealized
TD TORONTO-DOMINION BANK NEW 0.0%
Value ($000) $28 Shares 351 Est. Cost $47.74 Unrealized +68.8%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $28 Shares 459 Est. Cost $61.00 Unrealized
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $28 Shares 70 Est. Cost $207.23 Unrealized +99.3%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $27 Shares 120 Est. Cost $45.09 Unrealized +341.0%
DEO DIAGEO PLC 0.0%
Value ($000) $27 Shares 134 Est. Cost $121.23 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $26 Shares 1,170 Est. Cost $18.37 Unrealized
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $26 Shares 127 Est. Cost $39.37 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $26 Shares 120 Est. Cost $130.18 Unrealized +41.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $25 Shares 235 Est. Cost $130.95 Unrealized -12.4%
ETSY ETSY INC 0.0%
Value ($000) $25 Shares 205 Est. Cost $115.58 Unrealized +28.6%
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $24 Shares 500 Est. Cost $53.00 Unrealized
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $24 Shares 327 Est. Cost $203.34 Unrealized -64.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $24 Shares 600 Est. Cost $33.60 Unrealized +6.9%
ETN EATON CORP PLC 0.0%
Value ($000) $24 Shares 158 Est. Cost $86.02 Unrealized +71.3%
PINS PINTEREST INC CL A 0.0%
Value ($000) $23 Shares 915 Est. Cost $59.99 Unrealized -54.5%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $23 Shares 105 Est. Cost $188.09 Unrealized +2.2%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $23 Shares 385 Est. Cost $51.95 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $22 Shares 375 Est. Cost $44.56 Unrealized 0.0%
SHE SPDR GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $22 Shares 235 Est. Cost $77.27 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $22 Shares 90 Est. Cost $205.21 Unrealized +29.9%
SIEGY SIEMENS AG 0.0%
Value ($000) $22 Shares 315 Est. Cost $66.82 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $21 Shares 175 Est. Cost $65.56 Unrealized +59.0%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $21 Shares 156 Est. Cost $112.47 Unrealized +1.8%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $21 Shares 465 Est. Cost $32.78 Unrealized +24.8%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $21 Shares 270 Est. Cost $209.45 Unrealized -62.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $21 Shares 18 Est. Cost $1237.15 Unrealized -12.0%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $21 Shares 310 Est. Cost $72.25 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADRS 0.0%
Value ($000) $21 Shares 607 Est. Cost $52.72 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $20 Shares 30 Est. Cost $366.67 Unrealized
ANIX ANIXA BIOSCIENCES INC. 0.0%
Value ($000) $19 Shares 7,000 Est. Cost $4.51 Unrealized -35.0%
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $19 Shares 1,050 Est. Cost $11.55 Unrealized +10.6%
TWLO TWILIO INC. - A 0.0%
Value ($000) $19 Shares 113 Est. Cost $152.36 Unrealized +19.6%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $19 Shares 110 Est. Cost $200.70 Unrealized +1.0%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $19 Shares 465 Est. Cost $40.86 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $18 Shares 360 Est. Cost $43.55 Unrealized -6.1%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $10.67 Unrealized
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $18 Shares 100 Est. Cost $135.00 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $41.00 Unrealized -26.4%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $18 Shares 455 Est. Cost $42.29 Unrealized -10.4%
SYY SYSCO CORPORATION 0.0%
Value ($000) $18 Shares 220 Est. Cost $27.56 Unrealized +163.5%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $18 Shares 540 Est. Cost $12.03 Unrealized +112.0%
SONY SONY GROUP CORP 0.0%
Value ($000) $18 Shares 180 Est. Cost $57.14 Unrealized
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $17 Shares 664 Est. Cost $27.33 Unrealized -6.3%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $17 Shares 287 Est. Cost $37.68 Unrealized +29.1%
APPN APPIAN CORPORATION 0.0%
Value ($000) $17 Shares 280 Est. Cost $67.20 Unrealized -15.6%
NVAX NOVAVAX INC 0.0%
Value ($000) $17 Shares 231 Est. Cost $106.29 Unrealized -16.1%
AFL AFLAC INC. 0.0%
Value ($000) $17 Shares 266 Est. Cost $34.51 Unrealized +66.0%
NZAC SPDR LOW CARBON TARGET ETF 0.0%
Value ($000) $16 Shares 125 Est. Cost $95.36 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $197.24 Unrealized -41.6%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $16 Shares 225 Est. Cost $120.93 Unrealized -39.6%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $16 Shares 250 Est. Cost $6.80 Unrealized +147.9%
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $15 Shares 50 Est. Cost $312.17 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $15 Shares 40 Est. Cost $255.73 Unrealized +27.3%
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $15 Shares 10 Est. Cost $901.87 Unrealized +43.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $15 Shares 95 Est. Cost $70.04 Unrealized +128.4%
DHI D R HORTON INC 0.0%
Value ($000) $14 Shares 190 Est. Cost $69.25 Unrealized +20.3%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $14 Shares 286 Est. Cost $48.95 Unrealized
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $14 Shares 70 Est. Cost $94.86 Unrealized +93.8%
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $14 Shares 315 Est. Cost $44.44 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $14 Shares 645 Est. Cost $17.55 Unrealized +16.8%
IBB ISHARES NASDAQ BIOTECHNOLOGYETF 0.0%
Value ($000) $14 Shares 105 Est. Cost $133.33 Unrealized
OAKTREE SPECIALTY LENDING COCOM 0.0%
Value ($000) $14 Shares 1,909 Est. Cost $6.29 Unrealized
WIX WIX.COM LTD 0.0%
Value ($000) $13 Shares 128 Est. Cost $200.08 Unrealized -45.4%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $13 Shares 510 Est. Cost $65.48 Unrealized -56.2%
OUTSET MEDICAL INC. 0.0%
Value ($000) $13 Shares 280 Est. Cost $46.05 Unrealized
ARCO PLATFORM LIMITED -CLASS A 0.0%
Value ($000) $13 Shares 625 Est. Cost $20.48 Unrealized
ECL ECOLAB INC. 0.0%
Value ($000) $13 Shares 75 Est. Cost $179.54 Unrealized 0.0%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $13 Shares 25 Est. Cost $240.00 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $92.47 Unrealized +187.0%
KEY KEYCORP NEW COM 0.0%
Value ($000) $12 Shares 542 Est. Cost $6.48 Unrealized +213.3%
JACOBS ENGINERRING GROUP 0.0%
Value ($000) $12 Shares 85 Est. Cost $105.88 Unrealized
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $12 Shares 855 Est. Cost $12.27 Unrealized +1.7%
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $12 Shares 361 Est. Cost $33.24 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $12 Shares 262 Est. Cost $72.52 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $12 Shares 95 Est. Cost $214.25 Unrealized -31.5%
EBAY EBAY INC 0.0%
Value ($000) $12 Shares 207 Est. Cost $22.94 Unrealized +135.6%
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $12 Shares 460 Est. Cost $21.34 Unrealized -16.0%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $12 Shares 90 Est. Cost $59.79 Unrealized +127.2%
GRNB VANECK GREEN BOND -E TF 0.0%
Value ($000) $11 Shares 435 Est. Cost $25.90 Unrealized
QUIDEL CORP COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $250.00 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $11 Shares 205 Est. Cost $48.78 Unrealized
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $11 Shares 100 Est. Cost $45.89 Unrealized +146.1%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $11 Shares 300 Est. Cost $35.89 Unrealized
HOG HARLEY DAVIDSON 0.0%
Value ($000) $11 Shares 280 Est. Cost $54.04 Unrealized -28.6%
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $11 Shares 140 Est. Cost $78.57 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $11 Shares 100 Est. Cost $265.47 Unrealized -47.0%
ADSK AUTODESK INC. 0.0%
Value ($000) $11 Shares 50 Est. Cost $230.34 Unrealized 0.0%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $11 Shares 130 Est. Cost $84.62 Unrealized
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $11 Shares 65 Est. Cost $90.98 Unrealized +76.2%
CHICO'S FASHION INC 0.0%
Value ($000) $10 Shares 2,025 Est. Cost $5.15 Unrealized
COUPA SOFTWARE INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $310.00 Unrealized
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $10 Shares 615 Est. Cost $18.38 Unrealized +4.6%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $26.38 Unrealized
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $10 Shares 320 Est. Cost $28.01 Unrealized -0.2%
VMWARE INC 0.0%
Value ($000) $9 Shares 79 Est. Cost $72.22 Unrealized
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $9 Shares 380 Est. Cost $26.57 Unrealized -8.9%
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $9 Shares 875 Est. Cost $10.95 Unrealized
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $9 Shares 340 Est. Cost $37.50 Unrealized
FROG JFROG LTD 0.0%
Value ($000) $9 Shares 345 Est. Cost $28.97 Unrealized -12.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $9 Shares 15 Est. Cost $27.78 Unrealized +222.1%
ONTF ON24 INC. 0.0%
Value ($000) $9 Shares 675 Est. Cost $16.40 Unrealized -8.4%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $14.10 Unrealized +297.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $9 Shares 440 Est. Cost $56.03 Unrealized
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $9 Shares 610 Est. Cost $16.57 Unrealized -7.6%
UNILEVER PLC 0.0%
Value ($000) $9 Shares 205 Est. Cost $60.85 Unrealized
RMNI RIMINI STREET INC. 0.0%
Value ($000) $9 Shares 1,565 Est. Cost $6.55 Unrealized -19.8%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $9 Shares 74 Est. Cost $135.14 Unrealized
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $9 Shares 105 Est. Cost $89.43 Unrealized -6.8%
CHGG CHEGG INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $79.46 Unrealized -62.1%
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $9 Shares 880 Est. Cost $11.57 Unrealized -21.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $67.28 Unrealized +22.6%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $46.43 Unrealized +85.0%
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $8 Shares 955 Est. Cost $11.44 Unrealized -15.9%
FRPT FRESHPET INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $53.26 Unrealized +76.7%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $8 Shares 925 Est. Cost $10.31 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $8 Shares 215 Est. Cost $37.21 Unrealized
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $8 Shares 700 Est. Cost $13.29 Unrealized -3.1%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $22.65 Unrealized
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $8 Shares 115 Est. Cost $55.44 Unrealized +23.4%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $8 Shares 880 Est. Cost $9.45 Unrealized
NTAP NETAPP, INC. 0.0%
Value ($000) $8 Shares 100 Est. Cost $26.74 Unrealized +195.8%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.97 Unrealized -7.9%
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $120.29 Unrealized +159.5%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $7 Shares 15 Est. Cost $167.00 Unrealized +182.7%
SPLUNK INC. 0.0%
Value ($000) $7 Shares 50 Est. Cost $60.00 Unrealized
DCBO DOCEBO INC. 0.0%
Value ($000) $7 Shares 135 Est. Cost $59.75 Unrealized -14.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $7 Shares 178 Est. Cost $39.33 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $7 Shares 505 Est. Cost $15.68 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $96.04 Unrealized +32.6%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $7 Shares 582 Est. Cost $6.11 Unrealized
ZUORA INC 0.0%
Value ($000) $7 Shares 494 Est. Cost $14.17 Unrealized
CORECARD CORPORATION 0.0%
Value ($000) $7 Shares 265 Est. Cost $32.82 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKET ETF 0.0%
Value ($000) $6 Shares 117 Est. Cost $63.41 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $6 Shares 264 Est. Cost $20.12 Unrealized
BEEM BEAM GLOBAL COMMON STOCK 0.0%
Value ($000) $6 Shares 300 Est. Cost $14.59 Unrealized 0.0%
SNY SANOFI ADR 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $6 Shares 2,500 Est. Cost $3.44 Unrealized -26.6%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPNY 0.0%
Value ($000) $6 Shares 214 Est. Cost $32.71 Unrealized
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $6 Shares 330 Est. Cost $26.44 Unrealized -4.2%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $6 Shares 120 Est. Cost $58.93 Unrealized -10.3%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +66.8%
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $5 Shares 310 Est. Cost $27.58 Unrealized -15.3%
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $49.13 Unrealized +46.4%
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +55.5%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $5 Shares 103 Est. Cost $29.13 Unrealized
BLNK BLINK CHARGING CO. - COMMON STOCK 0.0%
Value ($000) $5 Shares 184 Est. Cost $23.52 Unrealized 0.0%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $5 Shares 24 Est. Cost $208.33 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $5 Shares 200 Est. Cost $14.93 Unrealized +30.9%
ZYMERGEN INC. 0.0%
Value ($000) $5 Shares 1,895 Est. Cost $3.98 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $155.43 Unrealized +22.4%
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $5 Shares 30 Est. Cost $118.86 Unrealized +22.9%
RVTY PERKIN ELMER, INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $31.21 Unrealized +464.2%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $73.79 Unrealized +7.4%
BAND BANDWIDTH INC 0.0%
Value ($000) $4 Shares 130 Est. Cost $148.05 Unrealized -67.6%
NEW RELIC INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $105.33 Unrealized
APTIV PLC 0.0%
Value ($000) $4 Shares 35 Est. Cost $142.86 Unrealized
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $4 Shares 50 Est. Cost $31.42 Unrealized +139.6%
CUBE CUBESMART COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
MTN VAIL RESORTS INC. 0.0%
Value ($000) $4 Shares 15 Est. Cost $218.90 Unrealized +24.3%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $4 Shares 10 Est. Cost $171.20 Unrealized +184.3%
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $4 Shares 115 Est. Cost $34.78 Unrealized
WT WISDOMTREE INVESTMENTS INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $10.87 Unrealized -47.4%
JD JD.COM INC.-ADR 0.0%
Value ($000) $4 Shares 70 Est. Cost $45.45 Unrealized
POST POST HOLDINGS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $35.89 Unrealized +95.0%
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 135 Est. Cost $15.88 Unrealized
MLKN MILLERKNOLL INC. 0.0%
Value ($000) $3 Shares 85 Est. Cost $29.83 Unrealized +8.3%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +7.8%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $3 Shares 161 Est. Cost $12.42 Unrealized
ABIOMED INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $3 Shares 17 Est. Cost $99.76 Unrealized +49.4%
STT STATE STREET CORP. COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $57.49 Unrealized +40.9%
BIIB BIOGEN INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $259.08 Unrealized -16.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $3 Shares 55 Est. Cost $25.24 Unrealized +43.1%
CIEN CIENA CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $65.45 Unrealized 0.0%
REATA PHARMACEUTICALS INC. 0.0%
Value ($000) $2 Shares 55 Est. Cost $18.18 Unrealized
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $2 Shares 230 Est. Cost $23.31 Unrealized -40.4%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $2 Shares 195 Est. Cost $36.45 Unrealized -62.1%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $2 Shares 30 Est. Cost $91.53 Unrealized -30.9%
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 74 Est. Cost $31.19 Unrealized -15.3%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +73.1%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $60.00 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.77 Unrealized -47.3%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $2 Shares 12 Est. Cost $227.25 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $1 Shares 100 Est. Cost $100.00 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $283.12 Unrealized +1.1%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $1 Shares 4 Est. Cost $235.22 Unrealized +21.4%
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $1 Shares 75 Est. Cost $53.33 Unrealized
VYX NCR CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $25.37 Unrealized -3.2%
IVZ INVESCO LIMITED 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.44 Unrealized +49.2%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +12.5%
TDC TERADATA CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.35 Unrealized -7.1%
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +62.2%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.82 Unrealized +12.0%
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $1 Shares 10 Est. Cost $65.95 Unrealized +63.2%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $44.44 Unrealized
HP HELMERICH & PAYNE, INC. 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.55 Unrealized -44.9%
JKS JINKOSOLAR HOLDING COMPANY LTD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $43.80 Unrealized -79.4%
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $0 Shares 90 Est. Cost $10.53 Unrealized -49.0%
HEXO CORP COM NEW 0.0%
Value ($000) $0 Shares 170 Est. Cost $5.88 Unrealized
LUMN LUMEN TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.76 Unrealized -8.4%
TILRAY BRANDS CL 2 0.0%
Value ($000) $0 Shares 55 Est. Cost $18.18 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $135.45 Unrealized -59.4%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.52 Unrealized +0.1%
CVE CENOVUS ENERGY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.22 Unrealized +227.6%
CRON CRONOS GROUP, INC. 0.0%
Value ($000) $0 Shares 110 Est. Cost $8.27 Unrealized -56.0%
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.18 Unrealized +4.5%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $32.52 Unrealized -40.5%