Dorsey & Whitney Trust CO LLC Diversified Active

CIK: 0001384042 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 8, 2023

Total Value ($000): $1,147,573 (100.0% shares, 0.0% debt)

Holdings (584)

MSFT Microsoft Corp 3.8%
Value ($000) $43,958 Shares 139,219 Est. Cost $101.16 Unrealized +220.9%
AAPL Apple Inc 2.6%
Value ($000) $29,804 Shares 174,079 Est. Cost $103.69 Unrealized +74.9%
GOOG Alphabet Inc 2.3%
Value ($000) $26,879 Shares 203,862 Est. Cost $107.92 Unrealized +19.6%
IVV iShares Core S&P 500 ETF 2.0%
Value ($000) $23,020 Shares 53,607 Est. Cost $311.24 Unrealized
NVDA NVIDIA Corp 2.0%
Value ($000) $22,567 Shares 51,879 Est. Cost $16.51 Unrealized +171.1%
OEF iShares S&P 100 ETF 1.9%
Value ($000) $21,968 Shares 109,490 Est. Cost $154.83 Unrealized
LLY Eli Lilly & Co 1.8%
Value ($000) $20,483 Shares 38,135 Est. Cost $76.25 Unrealized +564.6%
SPY SPDR S&P 500 ETF Trust 1.6%
Value ($000) $18,707 Shares 43,762 Est. Cost $345.65 Unrealized
UNH UnitedHealth Group Inc 1.6%
Value ($000) $18,197 Shares 36,091 Est. Cost $202.29 Unrealized +132.3%
AMZN Amazon.com Inc 1.6%
Value ($000) $18,125 Shares 142,578 Est. Cost $120.82 Unrealized +10.9%
JNJ Johnson & Johnson 1.5%
Value ($000) $17,690 Shares 113,582 Est. Cost $76.70 Unrealized +99.8%
HD Home Depot Inc/The 1.3%
Value ($000) $15,158 Shares 50,166 Est. Cost $86.75 Unrealized +249.2%
GGG Graco Inc 1.3%
Value ($000) $14,812 Shares 203,235 Est. Cost $33.65 Unrealized +127.4%
FISV Fiserv Inc 1.2%
Value ($000) $13,968 Shares 123,652 Est. Cost $54.51 Unrealized +125.9%
FRSH Freshworks Inc 1.2%
Value ($000) $13,735 Shares 689,520 Est. Cost $44.80 Unrealized -55.6%
IWF iShares Russell 1000 Growth ETF 1.2%
Value ($000) $13,386 Shares 50,326 Est. Cost $243.29 Unrealized
ECL Ecolab Inc 1.1%
Value ($000) $12,475 Shares 73,645 Est. Cost $96.39 Unrealized +83.9%
VTI Vanguard Total Stock Market ETF 1.1%
Value ($000) $12,311 Shares 57,958 Est. Cost $154.02 Unrealized
HON Honeywell International Inc 1.1%
Value ($000) $12,207 Shares 66,075 Est. Cost $63.07 Unrealized +175.7%
JPM JPMorgan Chase & Co 1.1%
Value ($000) $12,168 Shares 83,905 Est. Cost $83.28 Unrealized +70.9%
MDT Medtronic PLC 1.0%
Value ($000) $11,552 Shares 147,423 Est. Cost $67.78 Unrealized +14.8%
V Visa Inc 1.0%
Value ($000) $11,540 Shares 50,172 Est. Cost $143.41 Unrealized +64.7%
ABT Abbott Laboratories 1.0%
Value ($000) $11,354 Shares 117,229 Est. Cost $36.05 Unrealized +178.6%
TTC Toro Co/The 0.9%
Value ($000) $10,834 Shares 130,375 Est. Cost $68.07 Unrealized +41.5%
USB US Bancorp 0.9%
Value ($000) $10,791 Shares 326,394 Est. Cost $26.84 Unrealized +21.1%
GOOGL Alphabet Inc 0.9%
Value ($000) $10,759 Shares 82,219 Est. Cost $109.34 Unrealized +17.4%
VOO Vanguard S&P 500 ETF 0.9%
Value ($000) $10,733 Shares 27,332 Est. Cost $395.05 Unrealized
TECH Bio-Techne Corp 0.9%
Value ($000) $10,618 Shares 155,984 Est. Cost $66.21 Unrealized +17.9%
FAST Fastenal Co 0.9%
Value ($000) $10,111 Shares 185,044 Est. Cost $11.36 Unrealized +136.0%
VGT Vanguard Information Technology ETF 0.9%
Value ($000) $10,039 Shares 24,195 Est. Cost $306.78 Unrealized
LFUS Littelfuse Inc 0.8%
Value ($000) $9,182 Shares 37,128 Est. Cost $205.05 Unrealized +32.0%
QCOM Qualcomm Inc 0.8%
Value ($000) $9,115 Shares 82,069 Est. Cost $83.78 Unrealized +31.4%
HRL Hormel Foods Corp 0.8%
Value ($000) $9,006 Shares 236,817 Est. Cost $26.25 Unrealized +37.7%
IJH iShares Core S&P Mid-Cap ETF 0.8%
Value ($000) $8,840 Shares 35,454 Est. Cost $245.37 Unrealized
SHY iShares 1-3 Year Treasury Bond ETF 0.7%
Value ($000) $8,329 Shares 102,869 Est. Cost $81.97 Unrealized
ACWI iShares MSCI ACWI ETF 0.7%
Value ($000) $8,299 Shares 89,841 Est. Cost $68.65 Unrealized
PG Procter & Gamble Co/The 0.7%
Value ($000) $7,817 Shares 53,591 Est. Cost $64.90 Unrealized +122.1%
VTEB Vanguard Tax-Exempt Bond Index ETF 0.7%
Value ($000) $7,742 Shares 160,951 Est. Cost $49.59 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.6%
Value ($000) $6,549 Shares 167,029 Est. Cost $44.68 Unrealized
WFC Wells Fargo & Co 0.6%
Value ($000) $6,362 Shares 155,708 Est. Cost $27.21 Unrealized +49.5%
IJR iShares Core S&P Small-Cap ETF 0.5%
Value ($000) $6,102 Shares 64,687 Est. Cost $88.54 Unrealized
BRK/B Berkshire Hathaway Inc 0.5%
Value ($000) $6,008 Shares 17,150 Est. Cost $216.25 Unrealized +64.1%
AXP American Express Co 0.5%
Value ($000) $5,903 Shares 39,565 Est. Cost $68.26 Unrealized +132.8%
DCI Donaldson Co Inc 0.5%
Value ($000) $5,848 Shares 98,048 Est. Cost $30.10 Unrealized +97.7%
VOTE Engine NO. 1 Transform 500 ETF 0.5%
Value ($000) $5,706 Shares 114,402 Est. Cost $51.16 Unrealized
DIS Walt Disney Co/The 0.5%
Value ($000) $5,526 Shares 68,177 Est. Cost $79.98 Unrealized +4.3%
SCHW Charles Schwab Corp 0.5%
Value ($000) $5,426 Shares 98,840 Est. Cost $39.50 Unrealized +48.0%
NVT nVent Electric PLC 0.5%
Value ($000) $5,418 Shares 102,241 Est. Cost $20.68 Unrealized +153.6%
SYY Sysco Corp 0.5%
Value ($000) $5,414 Shares 81,968 Est. Cost $60.39 Unrealized +11.0%
IEMG iShares Core MSCI Emerging Markets ETF 0.5%
Value ($000) $5,370 Shares 112,848 Est. Cost $52.70 Unrealized
SHW Sherwin-Williams Co 0.5%
Value ($000) $5,370 Shares 21,054 Est. Cost $232.64 Unrealized +12.7%
EFA iShares MSCI EAFE ETF 0.5%
Value ($000) $5,248 Shares 76,140 Est. Cost $72.02 Unrealized
PFG Principal Financial Group Inc 0.5%
Value ($000) $5,189 Shares 71,996 Est. Cost $27.67 Unrealized +156.9%
VEA Vanguard FTSE Developed Markets ETF 0.4%
Value ($000) $5,089 Shares 116,403 Est. Cost $41.29 Unrealized
UPS United Parcel Service Inc 0.4%
Value ($000) $5,058 Shares 32,453 Est. Cost $64.22 Unrealized +136.1%
MSI Motorola Solutions Inc 0.4%
Value ($000) $5,003 Shares 18,378 Est. Cost $145.96 Unrealized +90.0%
VYM Vanguard High Dividend Yield ETF 0.4%
Value ($000) $4,828 Shares 46,733 Est. Cost $79.16 Unrealized
LNT Alliant Energy Corp 0.4%
Value ($000) $4,825 Shares 99,597 Est. Cost $47.34 Unrealized +1.1%
GSEW Goldman Sachs Equal Weight US Large Cap Equity ETF 0.4%
Value ($000) $4,810 Shares 80,530 Est. Cost $51.91 Unrealized
XLF Financial Select Sector SPDR Fund 0.4%
Value ($000) $4,656 Shares 140,367 Est. Cost $29.51 Unrealized
VXUS Vanguard Total International Stock ETF 0.4%
Value ($000) $4,612 Shares 86,165 Est. Cost $61.81 Unrealized
FUL HB Fuller Co 0.4%
Value ($000) $4,587 Shares 66,857 Est. Cost $43.20 Unrealized +57.9%
BBEU Jp Morgan Etf Trust Betabuilders Europe Usd 0.4%
Value ($000) $4,578 Shares 90,060 Est. Cost $52.58 Unrealized
XLV Health Care Select Sector SPDR Fund 0.4%
Value ($000) $4,550 Shares 35,344 Est. Cost $114.56 Unrealized
ENTG Entegris Inc 0.4%
Value ($000) $4,544 Shares 48,389 Est. Cost $96.62 Unrealized +2.6%
VT Vanguard Total World Stock ETF 0.4%
Value ($000) $4,538 Shares 48,705 Est. Cost $94.63 Unrealized
EFV iShares MSCI EAFE Value ETF 0.4%
Value ($000) $4,439 Shares 90,721 Est. Cost $41.01 Unrealized
MRK Merck & Co Inc 0.4%
Value ($000) $4,422 Shares 42,949 Est. Cost $57.61 Unrealized +73.3%
CRM Salesforce Inc 0.4%
Value ($000) $4,395 Shares 21,676 Est. Cost $201.14 Unrealized +6.1%
BMI Badger Meter Inc 0.4%
Value ($000) $4,343 Shares 30,185 Est. Cost $26.46 Unrealized +487.1%
COST Costco Wholesale Corp 0.4%
Value ($000) $4,325 Shares 7,656 Est. Cost $247.22 Unrealized +115.3%
IWD iShares Russell 1000 Value ETF 0.4%
Value ($000) $4,282 Shares 28,206 Est. Cost $132.08 Unrealized
TGT Target Corp 0.4%
Value ($000) $4,278 Shares 38,688 Est. Cost $66.94 Unrealized +73.9%
PEP PepsiCo Inc 0.4%
Value ($000) $4,221 Shares 24,909 Est. Cost $94.19 Unrealized +77.5%
ROK Rockwell Automation Inc 0.4%
Value ($000) $4,162 Shares 14,558 Est. Cost $227.49 Unrealized +30.4%
Movano Inc 0.4%
Value ($000) $4,092 Shares 3,754,084 Est. Cost $5.09 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.4%
Value ($000) $4,080 Shares 63,399 Est. Cost $59.56 Unrealized
VV Vanguard Large-Cap ETF 0.4%
Value ($000) $4,059 Shares 20,743 Est. Cost $177.09 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $3,953 Shares 28,660 Est. Cost $118.56 Unrealized
MCD McDonald's Corp 0.3%
Value ($000) $3,851 Shares 14,620 Est. Cost $140.30 Unrealized +92.1%
CHRW CH Robinson Worldwide Inc 0.3%
Value ($000) $3,847 Shares 44,665 Est. Cost $50.05 Unrealized +75.5%
IWM iShares Russell 2000 ETF 0.3%
Value ($000) $3,702 Shares 20,944 Est. Cost $176.56 Unrealized
ABBV AbbVie Inc 0.3%
Value ($000) $3,678 Shares 24,676 Est. Cost $59.92 Unrealized +125.9%
TNC Tennant Co 0.3%
Value ($000) $3,667 Shares 49,450 Est. Cost $62.41 Unrealized +23.8%
IEUR iShares Core MSCI Europe ETF 0.3%
Value ($000) $3,558 Shares 71,653 Est. Cost $49.33 Unrealized
ADBE Adobe Inc 0.3%
Value ($000) $3,438 Shares 6,742 Est. Cost $289.18 Unrealized +81.4%
QUAL iShares MSCI USA Quality Factor ETF 0.3%
Value ($000) $3,425 Shares 25,986 Est. Cost $117.76 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $3,424 Shares 63,687 Est. Cost $31.38 Unrealized +60.3%
IVW iShares S&P 500 Growth ETF 0.3%
Value ($000) $3,374 Shares 49,306 Est. Cost $81.37 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.3%
Value ($000) $3,257 Shares 22,985 Est. Cost $130.53 Unrealized
TSLA Tesla Inc 0.3%
Value ($000) $3,246 Shares 12,974 Est. Cost $244.40 Unrealized +5.1%
META Meta Platforms Inc 0.3%
Value ($000) $3,225 Shares 10,744 Est. Cost $199.10 Unrealized +50.3%
BBCA JPMorgan BetaBuilders Canada ETF 0.3%
Value ($000) $3,223 Shares 55,421 Est. Cost $63.48 Unrealized
MA Mastercard Inc 0.3%
Value ($000) $3,204 Shares 8,094 Est. Cost $215.12 Unrealized +84.2%
IVE iShares S&P 500 Value ETF 0.3%
Value ($000) $3,195 Shares 20,768 Est. Cost $110.90 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.3%
Value ($000) $3,176 Shares 36,799 Est. Cost $79.07 Unrealized
VUG Vanguard Growth ETF 0.3%
Value ($000) $3,174 Shares 11,655 Est. Cost $187.40 Unrealized
ADP Automatic Data Processing Inc 0.3%
Value ($000) $3,055 Shares 12,698 Est. Cost $157.78 Unrealized +46.5%
VOOG Vanguard S&P 500 Growth ETF 0.3%
Value ($000) $2,985 Shares 12,094 Est. Cost $259.59 Unrealized
BXSL Blackstone Secured Lending Fund 0.3%
Value ($000) $2,926 Shares 106,961 Est. Cost $17.74 Unrealized +20.3%
DHR Danaher Corp 0.3%
Value ($000) $2,904 Shares 11,704 Est. Cost $141.30 Unrealized +55.8%
GOVT iShares US Treasury Bond ETF 0.2%
Value ($000) $2,821 Shares 128,000 Est. Cost $23.26 Unrealized
NVO Novo Nordisk A/S 0.2%
Value ($000) $2,749 Shares 30,234 Est. Cost $82.41 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $2,744 Shares 17,258 Est. Cost $134.35 Unrealized +18.3%
VLUE iShares MSCI USA Value Factor ETF 0.2%
Value ($000) $2,688 Shares 29,625 Est. Cost $102.57 Unrealized
WMT Walmart Inc 0.2%
Value ($000) $2,683 Shares 16,776 Est. Cost $30.90 Unrealized +67.7%
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $2,646 Shares 13,997 Est. Cost $165.20 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $2,635 Shares 15,624 Est. Cost $72.29 Unrealized +101.6%
VZ Verizon Communications Inc 0.2%
Value ($000) $2,616 Shares 80,730 Est. Cost $31.53 Unrealized -8.0%
WK Workiva Inc 0.2%
Value ($000) $2,555 Shares 25,212 Est. Cost $82.04 Unrealized +26.7%
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.2%
Value ($000) $2,553 Shares 25,492 Est. Cost $100.76 Unrealized
MMM 3M Co 0.2%
Value ($000) $2,516 Shares 26,878 Est. Cost $88.08 Unrealized -9.7%
AVGO Broadcom Inc 0.2%
Value ($000) $2,516 Shares 3,029 Est. Cost $31.07 Unrealized +170.3%
BAC Bank of America Corp 0.2%
Value ($000) $2,463 Shares 89,971 Est. Cost $25.49 Unrealized +9.1%
AMD Advanced Micro Devices Inc 0.2%
Value ($000) $2,409 Shares 23,432 Est. Cost $112.21 Unrealized -3.3%
XOM Exxon Mobil Corp 0.2%
Value ($000) $2,370 Shares 20,153 Est. Cost $60.50 Unrealized +66.9%
NEE NextEra Energy Inc 0.2%
Value ($000) $2,347 Shares 40,970 Est. Cost $64.05 Unrealized +0.6%
PFE Pfizer Inc 0.2%
Value ($000) $2,321 Shares 69,973 Est. Cost $20.02 Unrealized +52.7%
CMCSA Comcast Corp 0.2%
Value ($000) $2,318 Shares 52,279 Est. Cost $34.07 Unrealized +21.8%
ACN Accenture PLC 0.2%
Value ($000) $2,279 Shares 7,421 Est. Cost $185.75 Unrealized +63.9%
AMGN Amgen Inc 0.2%
Value ($000) $2,213 Shares 8,235 Est. Cost $148.74 Unrealized +55.9%
CAT Caterpillar Inc 0.2%
Value ($000) $2,069 Shares 7,578 Est. Cost $101.18 Unrealized +158.4%
ORCL Oracle Corp 0.2%
Value ($000) $2,022 Shares 19,089 Est. Cost $49.80 Unrealized +126.5%
UNP Union Pacific Corp 0.2%
Value ($000) $1,895 Shares 9,305 Est. Cost $98.06 Unrealized +110.2%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $1,878 Shares 3,710 Est. Cost $327.02 Unrealized +61.7%
ASML ASML Holding NV 0.2%
Value ($000) $1,875 Shares 3,185 Est. Cost $288.82 Unrealized
CHD Church & Dwight Co Inc 0.2%
Value ($000) $1,810 Shares 19,754 Est. Cost $54.63 Unrealized +70.5%
PII Polaris Inc 0.2%
Value ($000) $1,777 Shares 17,067 Est. Cost $117.26 Unrealized +1.3%
SBUX Starbucks Corp 0.2%
Value ($000) $1,772 Shares 19,419 Est. Cost $58.97 Unrealized +56.8%
GNRC Generac Holdings Inc 0.2%
Value ($000) $1,759 Shares 16,144 Est. Cost $116.77 Unrealized +5.9%
INTC Intel Corp 0.1%
Value ($000) $1,696 Shares 47,699 Est. Cost $20.92 Unrealized +63.6%
ELV Elevance Health Inc 0.1%
Value ($000) $1,694 Shares 3,891 Est. Cost $254.20 Unrealized +71.8%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,692 Shares 7,346 Est. Cost $131.20 Unrealized +75.4%
DSI iShares MSCI KLD 400 Social ETF 0.1%
Value ($000) $1,662 Shares 20,417 Est. Cost $89.79 Unrealized
VOX Vanguard Communication Services ETF 0.1%
Value ($000) $1,655 Shares 15,732 Est. Cost $101.55 Unrealized
IBM International Business Machines Corp 0.1%
Value ($000) $1,603 Shares 11,423 Est. Cost $114.28 Unrealized +15.3%
LOW Lowe's Companies Inc 0.1%
Value ($000) $1,596 Shares 7,681 Est. Cost $83.68 Unrealized +156.8%
EMR Emerson Electric Co 0.1%
Value ($000) $1,591 Shares 16,476 Est. Cost $45.51 Unrealized +100.3%
CVS CVS Health Corp 0.1%
Value ($000) $1,560 Shares 22,342 Est. Cost $61.91 Unrealized +4.3%
XLK Technology Select Sector SPDR Fund 0.1%
Value ($000) $1,543 Shares 9,410 Est. Cost $121.80 Unrealized
LIN Linde PLC 0.1%
Value ($000) $1,536 Shares 4,124 Est. Cost $324.79 Unrealized +13.6%
ROP Roper Technologies Inc 0.1%
Value ($000) $1,530 Shares 3,159 Est. Cost $348.46 Unrealized +38.5%
BlackRock Inc 0.1%
Value ($000) $1,522 Shares 2,355 Est. Cost $453.22 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $1,519 Shares 11,206 Est. Cost $131.38 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $1,494 Shares 9,086 Est. Cost $154.50 Unrealized +8.5%
ESGD iShares Trust iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $1,486 Shares 21,502 Est. Cost $66.91 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $1,472 Shares 25,365 Est. Cost $37.86 Unrealized +43.5%
VHT Vanguard Health Care ETF 0.1%
Value ($000) $1,467 Shares 6,241 Est. Cost $231.48 Unrealized
XLY Consumer Discretionary Select Sector SPDR Fund 0.1%
Value ($000) $1,448 Shares 8,996 Est. Cost $169.81 Unrealized
CB Chubb Ltd 0.1%
Value ($000) $1,440 Shares 6,917 Est. Cost $148.80 Unrealized +32.3%
NVS Novartis AG 0.1%
Value ($000) $1,433 Shares 14,065 Est. Cost $84.95 Unrealized
DGII Digi International Inc 0.1%
Value ($000) $1,417 Shares 52,496 Est. Cost $13.80 Unrealized +149.1%
BBJP JPMorgan BetaBuilders Japan ETF 0.1%
Value ($000) $1,407 Shares 27,997 Est. Cost $46.72 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,405 Shares 6,748 Est. Cost $175.30 Unrealized
NDSN Nordson Corp 0.1%
Value ($000) $1,369 Shares 6,136 Est. Cost $123.32 Unrealized +88.3%
MBB iShares MBS ETF 0.1%
Value ($000) $1,369 Shares 15,418 Est. Cost $100.89 Unrealized
IWV iShares Russell 3000 ETF 0.1%
Value ($000) $1,355 Shares 5,529 Est. Cost $242.32 Unrealized
AZN AstraZeneca PLC 0.1%
Value ($000) $1,345 Shares 19,855 Est. Cost $49.64 Unrealized
NXPI NXP Semiconductors NV 0.1%
Value ($000) $1,343 Shares 6,716 Est. Cost $115.85 Unrealized +71.0%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $1,326 Shares 6,800 Est. Cost $189.28 Unrealized
BAX Baxter International Inc 0.1%
Value ($000) $1,322 Shares 35,026 Est. Cost $31.71 Unrealized +26.6%
XLE Energy Select Sector SPDR Fund 0.1%
Value ($000) $1,320 Shares 14,604 Est. Cost $72.01 Unrealized
SCZ iShares MSCI EAFE Small-Cap ETF 0.1%
Value ($000) $1,315 Shares 23,292 Est. Cost $57.87 Unrealized
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $1,311 Shares 3,660 Est. Cost $298.04 Unrealized
SCHF Schwab International Equity ETF 0.1%
Value ($000) $1,294 Shares 38,102 Est. Cost $31.48 Unrealized
SAP SAP SE 0.1%
Value ($000) $1,282 Shares 9,914 Est. Cost $114.41 Unrealized
NTRS Northern Trust Corp 0.1%
Value ($000) $1,277 Shares 18,381 Est. Cost $93.27 Unrealized -25.1%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $1,276 Shares 5,442 Est. Cost $77.84 Unrealized +52.0%
Unilever PLC 0.1%
Value ($000) $1,255 Shares 25,409 Est. Cost $53.56 Unrealized
EWJ iShares MSCI Japan ETF 0.1%
Value ($000) $1,255 Shares 20,812 Est. Cost $59.42 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $1,248 Shares 3,305 Est. Cost $36.44 Unrealized +16.3%
PCAR PACCAR Inc 0.1%
Value ($000) $1,231 Shares 14,478 Est. Cost $38.65 Unrealized +98.5%
SNY Sanofi 0.1%
Value ($000) $1,228 Shares 22,895 Est. Cost $44.30 Unrealized
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $1,220 Shares 5,443 Est. Cost $212.17 Unrealized
VUSB Vanguard Ultra Short Bond ETF 0.1%
Value ($000) $1,191 Shares 24,212 Est. Cost $49.19 Unrealized
APD Air Products and Chemicals Inc 0.1%
Value ($000) $1,189 Shares 4,197 Est. Cost $190.73 Unrealized +44.1%
DE Deere & Co 0.1%
Value ($000) $1,189 Shares 3,151 Est. Cost $194.55 Unrealized +104.6%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $1,183 Shares 5,036 Est. Cost $216.57 Unrealized
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $1,178 Shares 6,450 Est. Cost $178.21 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $1,170 Shares 18,282 Est. Cost $32.54 Unrealized +98.5%
SPGI S&P Global Inc 0.1%
Value ($000) $1,158 Shares 3,170 Est. Cost $246.00 Unrealized +56.9%
BA Boeing Co 0.1%
Value ($000) $1,148 Shares 5,988 Est. Cost $177.03 Unrealized +23.6%
RTX RTX Corp 0.1%
Value ($000) $1,138 Shares 15,818 Est. Cost $65.19 Unrealized +24.6%
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $1,132 Shares 11,042 Est. Cost $107.59 Unrealized
XLI Industrial Select Sector SPDR Fund 0.1%
Value ($000) $1,113 Shares 10,977 Est. Cost $70.54 Unrealized
CTAS Cintas Corp 0.1%
Value ($000) $1,105 Shares 2,297 Est. Cost $69.94 Unrealized +74.5%
IDEV iShares Core MSCI International Developed Markets ETF 0.1%
Value ($000) $1,101 Shares 18,900 Est. Cost $59.52 Unrealized
IWR iShares Russell Mid-Cap ETF 0.1%
Value ($000) $1,100 Shares 15,885 Est. Cost $63.71 Unrealized
IOO iShares Global 100 ETF 0.1%
Value ($000) $1,083 Shares 14,790 Est. Cost $68.88 Unrealized
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $1,074 Shares 18,535 Est. Cost $56.37 Unrealized
MDLZ Mondelez International Inc 0.1%
Value ($000) $1,072 Shares 15,447 Est. Cost $40.23 Unrealized +67.0%
TM Toyota Motor Corp 0.1%
Value ($000) $1,066 Shares 5,931 Est. Cost $132.83 Unrealized
KO Coca-Cola Co 0.1%
Value ($000) $1,064 Shares 19,009 Est. Cost $46.15 Unrealized +20.7%
VFH Vanguard Financials ETF 0.1%
Value ($000) $1,056 Shares 13,150 Est. Cost $85.50 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $1,056 Shares 4,950 Est. Cost $99.48 Unrealized +110.8%
WM Waste Management Inc 0.1%
Value ($000) $1,051 Shares 6,895 Est. Cost $61.33 Unrealized +154.4%
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $1,045 Shares 10,076 Est. Cost $124.50 Unrealized
SONY Sony Group Corp 0.1%
Value ($000) $1,033 Shares 12,535 Est. Cost $70.94 Unrealized
AON Aon PLC 0.1%
Value ($000) $1,021 Shares 3,150 Est. Cost $199.21 Unrealized +63.3%
MDY SPDR S&P MidCap 400 ETF Trust 0.1%
Value ($000) $1,020 Shares 2,234 Est. Cost $260.15 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $1,015 Shares 13,500 Est. Cost $76.32 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $1,012 Shares 3,702 Est. Cost $237.87 Unrealized +17.7%
INTU Intuit Inc 0.1%
Value ($000) $995 Shares 1,947 Est. Cost $380.86 Unrealized +31.0%
VPL Vanguard FTSE Pacific ETF 0.1%
Value ($000) $969 Shares 14,494 Est. Cost $67.96 Unrealized
PLD Prologis Inc 0.1%
Value ($000) $960 Shares 8,556 Est. Cost $82.95 Unrealized +36.2%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $920 Shares 12,163 Est. Cost $82.62 Unrealized
HSBC HSBC Holdings PLC 0.1%
Value ($000) $916 Shares 23,204 Est. Cost $30.93 Unrealized
MRSH Marsh & Mclennan Companies Inc 0.1%
Value ($000) $911 Shares 4,785 Est. Cost $107.03 Unrealized +72.5%
PM Philip Morris International Inc 0.1%
Value ($000) $910 Shares 9,832 Est. Cost $77.29 Unrealized +11.5%
MS Morgan Stanley 0.1%
Value ($000) $907 Shares 11,102 Est. Cost $40.93 Unrealized +96.2%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $903 Shares 8,211 Est. Cost $88.66 Unrealized +25.4%
CME CME Group Inc 0.1%
Value ($000) $899 Shares 4,489 Est. Cost $110.72 Unrealized +62.7%
NOW ServiceNow Inc 0.1%
Value ($000) $890 Shares 1,593 Est. Cost $103.95 Unrealized +9.7%
DLN WisdomTree US LargeCap Dividend Fund 0.1%
Value ($000) $886 Shares 14,404 Est. Cost $93.20 Unrealized
SCHA Schwab US Small-Cap ETF 0.1%
Value ($000) $873 Shares 21,088 Est. Cost $52.24 Unrealized
FDX FedEx Corp 0.1%
Value ($000) $857 Shares 3,235 Est. Cost $186.10 Unrealized +32.6%
SHEL Shell PLC 0.1%
Value ($000) $851 Shares 13,218 Est. Cost $55.52 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $843 Shares 5,425 Est. Cost $137.66 Unrealized
EWC iShares MSCI Canada ETF 0.1%
Value ($000) $832 Shares 24,865 Est. Cost $28.21 Unrealized
NKE NIKE Inc 0.1%
Value ($000) $822 Shares 8,599 Est. Cost $76.16 Unrealized +29.0%
VRTX Vertex Pharmaceuticals Inc 0.1%
Value ($000) $815 Shares 2,345 Est. Cost $273.67 Unrealized +27.8%
BDX Becton Dickinson and Co 0.1%
Value ($000) $815 Shares 3,151 Est. Cost $185.44 Unrealized +39.3%
GILD Gilead Sciences Inc 0.1%
Value ($000) $810 Shares 10,809 Est. Cost $54.65 Unrealized +29.3%
VTWO Vanguard Russell 2000 ETF 0.1%
Value ($000) $807 Shares 11,301 Est. Cost $98.78 Unrealized
J Jacobs Solutions Inc 0.1%
Value ($000) $806 Shares 5,904 Est. Cost $95.86 Unrealized +10.2%
SMFG Sumitomo Mitsui Financial Group Inc 0.1%
Value ($000) $801 Shares 81,301 Est. Cost $6.56 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $798 Shares 5,767 Est. Cost $104.76 Unrealized +34.0%
ON ON Semiconductor Corp 0.1%
Value ($000) $788 Shares 8,477 Est. Cost $35.59 Unrealized +173.0%
Laboratory Corp of America Holdings 0.1%
Value ($000) $787 Shares 3,915 Est. Cost $179.21 Unrealized
HWKN Hawkins Inc 0.1%
Value ($000) $785 Shares 13,340 Est. Cost $25.11 Unrealized +115.6%
LMT Lockheed Martin Corp 0.1%
Value ($000) $770 Shares 1,883 Est. Cost $373.54 Unrealized +11.1%
EXPD Expeditors International of Washington Inc 0.1%
Value ($000) $767 Shares 6,688 Est. Cost $89.90 Unrealized +28.3%
TMUS T-Mobile US Inc 0.1%
Value ($000) $766 Shares 5,472 Est. Cost $122.00 Unrealized +9.7%
GLW Corning Inc 0.1%
Value ($000) $766 Shares 25,145 Est. Cost $14.20 Unrealized +116.2%
TJX TJX Companies Inc 0.1%
Value ($000) $760 Shares 8,547 Est. Cost $46.98 Unrealized +81.6%
COP ConocoPhillips 0.1%
Value ($000) $744 Shares 6,214 Est. Cost $61.65 Unrealized +75.0%
ACWV iShares MSCI Global Min Vol Factor ETF 0.1%
Value ($000) $735 Shares 7,700 Est. Cost $100.32 Unrealized
FALN iShares Fallen Angels USD Bond ETF 0.1%
Value ($000) $732 Shares 29,500 Est. Cost $28.57 Unrealized
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.1%
Value ($000) $731 Shares 21,726 Est. Cost $30.63 Unrealized
VGIT Vanguard Intermediate-Term Treasury ETF 0.1%
Value ($000) $730 Shares 12,772 Est. Cost $58.01 Unrealized
XEL Xcel Energy Inc 0.1%
Value ($000) $730 Shares 12,756 Est. Cost $22.34 Unrealized +147.0%
WY Weyerhaeuser Co 0.1%
Value ($000) $719 Shares 23,467 Est. Cost $21.56 Unrealized +42.0%
SUB iShares Short-Term National Muni Bond ETF 0.1%
Value ($000) $712 Shares 6,918 Est. Cost $105.90 Unrealized
ZTS Zoetis Inc 0.1%
Value ($000) $707 Shares 4,066 Est. Cost $112.31 Unrealized +57.5%
BSX Boston Scientific Corp 0.1%
Value ($000) $706 Shares 13,379 Est. Cost $40.91 Unrealized +28.2%
WAFD Washington Federal Inc 0.1%
Value ($000) $705 Shares 27,516 Est. Cost $25.54 Unrealized -0.2%
GS Goldman Sachs Group Inc/The 0.1%
Value ($000) $700 Shares 2,164 Est. Cost $190.09 Unrealized +65.9%
XLC Communication Services Select Sector SPDR Fund 0.1%
Value ($000) $687 Shares 10,478 Est. Cost $59.52 Unrealized
Lam Research Corp 0.1%
Value ($000) $687 Shares 1,096 Est. Cost $329.14 Unrealized
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $683 Shares 2,338 Est. Cost $291.57 Unrealized +7.1%
EQIX Equinix Inc 0.1%
Value ($000) $673 Shares 927 Est. Cost $645.81 Unrealized +14.0%
DEO Diageo PLC 0.1%
Value ($000) $671 Shares 4,498 Est. Cost $145.92 Unrealized
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.1%
Value ($000) $670 Shares 7,711 Est. Cost $53.59 Unrealized
Invesco Senior Income Trust 0.1%
Value ($000) $666 Shares 169,855 Est. Cost $3.93 Unrealized
VSS Vanguard FTSE All World ex-US Small-Cap ETF 0.1%
Value ($000) $663 Shares 6,242 Est. Cost $100.73 Unrealized
UBER Uber Technologies Inc 0.1%
Value ($000) $661 Shares 14,362 Est. Cost $27.80 Unrealized +64.3%
AZO AutoZone Inc 0.1%
Value ($000) $653 Shares 257 Est. Cost $1150.02 Unrealized +118.2%
DFUV Dimensional US Marketwide Value ETF 0.1%
Value ($000) $652 Shares 19,166 Est. Cost $32.29 Unrealized
NUE Nucor Corp 0.1%
Value ($000) $652 Shares 4,168 Est. Cost $55.53 Unrealized +187.2%
PGR Progressive Corp 0.1%
Value ($000) $646 Shares 4,639 Est. Cost $69.26 Unrealized +73.8%
SCHG Schwab U.S. Large-Cap Growth ETF 0.1%
Value ($000) $639 Shares 8,786 Est. Cost $66.43 Unrealized
CHKP Check Point Software Technologies Ltd 0.1%
Value ($000) $637 Shares 4,776 Est. Cost $120.75 Unrealized +8.8%
iShares iBonds Dec 2025 Term Corporate ETF 0.1%
Value ($000) $634 Shares 26,000 Est. Cost $24.69 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $633 Shares 5,492 Est. Cost $85.88 Unrealized +30.6%
Jamf Holding Corp 0.1%
Value ($000) $629 Shares 35,595 Est. Cost $30.16 Unrealized
PNC PNC Financial Services Group Inc 0.1%
Value ($000) $629 Shares 5,120 Est. Cost $87.44 Unrealized +31.6%
VBR Vanguard Small-Cap Value ETF 0.1%
Value ($000) $626 Shares 3,922 Est. Cost $143.50 Unrealized
IBDT iShares iBonds Dec 2028 Term Corporate ETF 0.1%
Value ($000) $625 Shares 26,000 Est. Cost $24.96 Unrealized
F Ford Motor Co 0.1%
Value ($000) $624 Shares 50,252 Est. Cost $10.40 Unrealized +6.7%
EMQQ Emerging Markets Internet and Ecommerce ETF 0.1%
Value ($000) $622 Shares 21,161 Est. Cost $38.74 Unrealized
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $622 Shares 8,786 Est. Cost $72.69 Unrealized
A Agilent Technologies Inc 0.1%
Value ($000) $613 Shares 5,481 Est. Cost $81.55 Unrealized +44.5%
SCHO Schwab Short-Term U.S. Treasury ETF 0.1%
Value ($000) $608 Shares 12,701 Est. Cost $50.93 Unrealized
IBDR iShares iBonds Dec 2026 Term Corporate ETF 0.1%
Value ($000) $607 Shares 26,000 Est. Cost $23.81 Unrealized
MAR Marriott International Inc/MD 0.1%
Value ($000) $606 Shares 3,083 Est. Cost $116.27 Unrealized +66.9%
IBDS iShares iBonds Dec 2027 Term Corporate ETF 0.1%
Value ($000) $602 Shares 26,000 Est. Cost $23.88 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $601 Shares 5,580 Est. Cost $98.52 Unrealized
CI Cigna Group/The 0.1%
Value ($000) $600 Shares 2,096 Est. Cost $203.83 Unrealized +33.8%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $599 Shares 8,589 Est. Cost $72.48 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $581 Shares 24,271 Est. Cost $27.60 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $579 Shares 2,942 Est. Cost $113.79 Unrealized +80.1%
CSX CSX Corp 0.1%
Value ($000) $578 Shares 18,800 Est. Cost $28.98 Unrealized +5.5%
USMV iShares MSCI USA Min Vol Factor ETF 0.1%
Value ($000) $576 Shares 7,963 Est. Cost $68.89 Unrealized
IBDU iShares iBonds Dec 2029 Term Corporate ETF 0.0%
Value ($000) $569 Shares 26,000 Est. Cost $22.85 Unrealized
DFAT Dimensional US Targeted Value ETF 0.0%
Value ($000) $567 Shares 12,410 Est. Cost $44.40 Unrealized
VIOO Vanguard S&P Small-Cap 600 ETF 0.0%
Value ($000) $565 Shares 6,463 Est. Cost $123.85 Unrealized
ITM VanEck Intermediate Muni ETF 0.0%
Value ($000) $564 Shares 12,795 Est. Cost $49.14 Unrealized
USFR WisdomTree Floating Rate Treasury ETF 0.0%
Value ($000) $564 Shares 11,206 Est. Cost $50.32 Unrealized
MRVL Marvell Technology Inc 0.0%
Value ($000) $563 Shares 10,409 Est. Cost $48.70 Unrealized +20.2%
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $563 Shares 25,396 Est. Cost $25.37 Unrealized
Landsea Homes Corporation 0.0%
Value ($000) $562 Shares 62,567 Est. Cost $8.95 Unrealized
IQLT iShares MSCI International Quality Factor ETF 0.0%
Value ($000) $558 Shares 16,610 Est. Cost $35.77 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $557 Shares 20,360 Est. Cost $41.44 Unrealized
USHY iShares Broad USD High Yield Corporate Bond ETF 0.0%
Value ($000) $555 Shares 16,000 Est. Cost $37.14 Unrealized
FNDA Schwab Fundamental U.S. Small Company Index ETF 0.0%
Value ($000) $553 Shares 11,411 Est. Cost $46.72 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $550 Shares 3,637 Est. Cost $56.12 Unrealized +136.3%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $546 Shares 177 Est. Cost $2127.22 Unrealized +40.1%
RIO Rio Tinto PLC 0.0%
Value ($000) $544 Shares 8,551 Est. Cost $60.31 Unrealized
iShares iBonds Dec 2024 Term Corporate ETF 0.0%
Value ($000) $544 Shares 22,000 Est. Cost $24.89 Unrealized
NGG National Grid PLC 0.0%
Value ($000) $542 Shares 8,940 Est. Cost $63.05 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $540 Shares 4,812 Est. Cost $82.40 Unrealized +50.7%
DFIV Dimensional International Value ETF 0.0%
Value ($000) $539 Shares 16,511 Est. Cost $32.07 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $536 Shares 6,378 Est. Cost $37.22 Unrealized +13.2%
NOC Northrop Grumman Corp 0.0%
Value ($000) $535 Shares 1,215 Est. Cost $381.76 Unrealized +10.5%
BRK/A Berkshire Hathaway Inc 0.0%
Value ($000) $531 Shares 1 Est. Cost $199512.94 Unrealized +170.2%
PRU Prudential Financial Inc 0.0%
Value ($000) $531 Shares 5,592 Est. Cost $60.99 Unrealized +38.2%
MRNA Moderna Inc 0.0%
Value ($000) $530 Shares 5,132 Est. Cost $152.68 Unrealized -26.9%
IBDV iShares iBonds Dec 2030 Term Corporate ETF 0.0%
Value ($000) $530 Shares 26,000 Est. Cost $20.54 Unrealized
TLT iShares 20 plus Year Treasury Bond ETF 0.0%
Value ($000) $521 Shares 5,874 Est. Cost $102.21 Unrealized
MUFG Mitsubishi UFJ Financial Group Inc 0.0%
Value ($000) $518 Shares 61,040 Est. Cost $4.45 Unrealized
UBS UBS Group AG 0.0%
Value ($000) $518 Shares 20,997 Est. Cost $17.70 Unrealized +31.9%
CARR Carrier Global Corp 0.0%
Value ($000) $514 Shares 9,305 Est. Cost $22.75 Unrealized +134.9%
INDA iShares MSCI India ETF 0.0%
Value ($000) $513 Shares 11,612 Est. Cost $38.83 Unrealized
ING ING Groep NV 0.0%
Value ($000) $511 Shares 38,738 Est. Cost $8.38 Unrealized
MCO Moody's Corp 0.0%
Value ($000) $508 Shares 1,607 Est. Cost $279.07 Unrealized +19.6%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $502 Shares 4,157 Est. Cost $80.31 Unrealized +46.6%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $501 Shares 551 Est. Cost $29.83 Unrealized +110.3%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $493 Shares 5,206 Est. Cost $70.80 Unrealized +14.4%
Pimco Dynamic Income Fund 0.0%
Value ($000) $489 Shares 28,273 Est. Cost $23.10 Unrealized
RELX RELX PLC 0.0%
Value ($000) $486 Shares 14,410 Est. Cost $28.93 Unrealized
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.0%
Value ($000) $485 Shares 10,777 Est. Cost $53.82 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $475 Shares 2,086 Est. Cost $146.12 Unrealized +49.9%
BMO Bank of Montreal 0.0%
Value ($000) $474 Shares 5,623 Est. Cost $41.00 Unrealized +94.1%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $474 Shares 6,846 Est. Cost $80.71 Unrealized -0.4%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $473 Shares 3,905 Est. Cost $97.68 Unrealized +16.3%
MU Micron Technology Inc 0.0%
Value ($000) $472 Shares 6,935 Est. Cost $61.94 Unrealized +7.0%
GUNR FlexShares Global Upstream Natural Resources Index Fund 0.0%
Value ($000) $471 Shares 11,638 Est. Cost $38.84 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $466 Shares 5,282 Est. Cost $69.73 Unrealized +19.8%
SHV iShares Short Treasury Bond ETF 0.0%
Value ($000) $462 Shares 4,183 Est. Cost $110.50 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $462 Shares 2,653 Est. Cost $183.47 Unrealized -4.6%
iShares iBonds Dec 2023 Term Corporate ETF 0.0%
Value ($000) $456 Shares 18,000 Est. Cost $25.15 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $456 Shares 7,797 Est. Cost $106.56 Unrealized -39.0%
ADI Analog Devices Inc 0.0%
Value ($000) $452 Shares 2,582 Est. Cost $136.13 Unrealized +30.0%
ADSK Autodesk Inc 0.0%
Value ($000) $448 Shares 2,165 Est. Cost $195.07 Unrealized +7.7%
RF Regions Financial Corp 0.0%
Value ($000) $445 Shares 25,885 Est. Cost $13.96 Unrealized +21.5%
NDAQ Nasdaq Inc 0.0%
Value ($000) $444 Shares 9,137 Est. Cost $54.35 Unrealized -9.9%
GMUN Goldman Sachs Community Municipal Bond ETF 0.0%
Value ($000) $443 Shares 9,120 Est. Cost $48.62 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $442 Shares 2,000 Est. Cost $195.73 Unrealized +7.9%
VLO Valero Energy Corp 0.0%
Value ($000) $441 Shares 3,111 Est. Cost $81.67 Unrealized +49.5%
OKE ONEOK Inc 0.0%
Value ($000) $439 Shares 6,928 Est. Cost $57.97 Unrealized 0.0%
KLAC KLA Corp 0.0%
Value ($000) $434 Shares 947 Est. Cost $362.89 Unrealized +29.4%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $430 Shares 27,821 Est. Cost $15.51 Unrealized
RC Ready Capital Corp 0.0%
Value ($000) $430 Shares 42,495 Est. Cost $11.28 Unrealized
ALK Alaska Air Group Inc 0.0%
Value ($000) $428 Shares 11,549 Est. Cost $50.69 Unrealized -10.7%
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $427 Shares 27,337 Est. Cost $17.03 Unrealized -8.3%
SCHC Schwab International Small-Cap Equity ETF 0.0%
Value ($000) $423 Shares 13,121 Est. Cost $31.58 Unrealized
T AT&T Inc 0.0%
Value ($000) $423 Shares 28,158 Est. Cost $15.17 Unrealized -14.6%
TRV Travelers Cos Inc/The 0.0%
Value ($000) $420 Shares 2,569 Est. Cost $104.89 Unrealized +52.3%
DAR Darling Ingredients Inc 0.0%
Value ($000) $417 Shares 7,998 Est. Cost $70.06 Unrealized -10.8%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $415 Shares 504 Est. Cost $748.18 Unrealized +4.5%
EOG EOG Resources Inc 0.0%
Value ($000) $414 Shares 3,268 Est. Cost $101.14 Unrealized +15.8%
ALB Albemarle Corp 0.0%
Value ($000) $410 Shares 2,414 Est. Cost $208.52 Unrealized -8.3%
SCHV Schwab U.S. Large-Cap Value ETF 0.0%
Value ($000) $410 Shares 6,360 Est. Cost $54.72 Unrealized
IVLU iShares MSCI International Value Factor ETF 0.0%
Value ($000) $406 Shares 16,000 Est. Cost $25.32 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $405 Shares 50,372 Est. Cost $5.50 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $402 Shares 3,247 Est. Cost $67.59 Unrealized +96.4%
RACE Ferrari NV 0.0%
Value ($000) $402 Shares 1,359 Est. Cost $234.60 Unrealized +32.3%
FE FirstEnergy Corp 0.0%
Value ($000) $401 Shares 11,746 Est. Cost $34.20 Unrealized -1.5%
HUM Humana Inc 0.0%
Value ($000) $397 Shares 817 Est. Cost $335.18 Unrealized +36.2%
Summit Materials Inc 0.0%
Value ($000) $394 Shares 12,652 Est. Cost $28.52 Unrealized
Nevro Corp 0.0%
Value ($000) $393 Shares 20,464 Est. Cost $61.70 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $393 Shares 2,618 Est. Cost $128.91 Unrealized +16.4%
HPQ HP Inc 0.0%
Value ($000) $392 Shares 15,244 Est. Cost $14.05 Unrealized +99.0%
TDG TransDigm Group Inc 0.0%
Value ($000) $390 Shares 463 Est. Cost $557.06 Unrealized +34.6%
GVA Granite Construction Inc 0.0%
Value ($000) $389 Shares 10,237 Est. Cost $24.50 Unrealized +65.8%
GSK GSK PLC 0.0%
Value ($000) $387 Shares 10,680 Est. Cost $35.26 Unrealized
Catalent Inc 0.0%
Value ($000) $386 Shares 8,481 Est. Cost $50.73 Unrealized
BKR Baker Hughes Co 0.0%
Value ($000) $382 Shares 10,821 Est. Cost $17.37 Unrealized +93.1%
DVN Devon Energy Corp 0.0%
Value ($000) $382 Shares 8,002 Est. Cost $39.22 Unrealized +17.6%
SNBR Sleep Number Corp 0.0%
Value ($000) $380 Shares 15,461 Est. Cost $82.74 Unrealized -66.1%
CPRT Copart Inc 0.0%
Value ($000) $379 Shares 8,788 Est. Cost $40.58 Unrealized +9.6%
LEN Lennar Corp 0.0%
Value ($000) $377 Shares 3,358 Est. Cost $65.50 Unrealized +73.3%
PNR Pentair PLC 0.0%
Value ($000) $376 Shares 5,809 Est. Cost $30.97 Unrealized +111.8%
ACWX iShares MSCI ACWI ex US ETF 0.0%
Value ($000) $376 Shares 8,000 Est. Cost $48.77 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $373 Shares 4,554 Est. Cost $70.02 Unrealized +11.6%
TROW T Rowe Price Group Inc 0.0%
Value ($000) $369 Shares 3,521 Est. Cost $105.06 Unrealized -4.6%
WEC Wec Energy Group Inc 0.0%
Value ($000) $367 Shares 4,555 Est. Cost $83.71 Unrealized -4.7%
M Macy's Inc 0.0%
Value ($000) $367 Shares 31,569 Est. Cost $11.82 Unrealized +18.5%
Marathon Oil Corp 0.0%
Value ($000) $365 Shares 13,652 Est. Cost $8.92 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $363 Shares 4,707 Est. Cost $67.40 Unrealized +21.2%
CNC Centene Corp 0.0%
Value ($000) $363 Shares 5,265 Est. Cost $66.66 Unrealized -0.2%
VGSH Vanguard Short-Term Treasury ETF 0.0%
Value ($000) $361 Shares 6,275 Est. Cost $57.73 Unrealized
NEOG Neogen Corp 0.0%
Value ($000) $359 Shares 19,352 Est. Cost $20.14 Unrealized +8.2%
MO Altria Group Inc 0.0%
Value ($000) $358 Shares 8,518 Est. Cost $33.92 Unrealized +7.4%
MCK McKesson Corp 0.0%
Value ($000) $357 Shares 821 Est. Cost $227.17 Unrealized +83.4%
UNM Unum Group 0.0%
Value ($000) $356 Shares 7,240 Est. Cost $27.94 Unrealized +75.0%
VCEL Vericel Corp 0.0%
Value ($000) $355 Shares 10,599 Est. Cost $27.32 Unrealized +26.9%
HRB H&R Block Inc 0.0%
Value ($000) $354 Shares 8,227 Est. Cost $27.93 Unrealized +23.4%
SPDW SPDR Portfolio Developed World ex-US ETF 0.0%
Value ($000) $354 Shares 11,404 Est. Cost $25.76 Unrealized
TT Trane Technologies PLC 0.0%
Value ($000) $353 Shares 1,739 Est. Cost $99.84 Unrealized +96.1%
MET MetLife Inc 0.0%
Value ($000) $352 Shares 5,601 Est. Cost $44.34 Unrealized +30.8%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $352 Shares 192 Est. Cost $34.33 Unrealized +13.6%
MCHP Microchip Technology Inc 0.0%
Value ($000) $348 Shares 4,458 Est. Cost $58.40 Unrealized +34.8%
CHTR Charter Communications Inc 0.0%
Value ($000) $347 Shares 789 Est. Cost $393.49 Unrealized +5.7%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $341 Shares 7,375 Est. Cost $49.14 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $340 Shares 873 Est. Cost $287.48 Unrealized +36.1%
IBDW iShares iBonds Dec 2031 Term Corporate ETF 0.0%
Value ($000) $339 Shares 17,500 Est. Cost $19.39 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $339 Shares 3,134 Est. Cost $95.49 Unrealized +8.1%
CCI Crown Castle Inc 0.0%
Value ($000) $338 Shares 3,678 Est. Cost $108.31 Unrealized -16.5%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $335 Shares 1,417 Est. Cost $297.05 Unrealized -8.6%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $335 Shares 1,417 Est. Cost $207.36 Unrealized +11.9%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $333 Shares 1,712 Est. Cost $207.42 Unrealized
KR Kroger Co/The 0.0%
Value ($000) $332 Shares 7,408 Est. Cost $24.66 Unrealized +81.0%
KHC Kraft Heinz Co/The 0.0%
Value ($000) $331 Shares 9,852 Est. Cost $26.22 Unrealized +16.3%
GEHC GE HealthCare Technologies Inc 0.0%
Value ($000) $330 Shares 4,847 Est. Cost $72.48 Unrealized 0.0%
BTI British American Tobacco PLC 0.0%
Value ($000) $330 Shares 10,492 Est. Cost $38.10 Unrealized
O Realty Income Corp 0.0%
Value ($000) $328 Shares 6,576 Est. Cost $51.40 Unrealized -2.4%
FTV Fortive Corp 0.0%
Value ($000) $326 Shares 4,394 Est. Cost $48.11 Unrealized +18.3%
LOUP Innovator Deepwater Frontier Tech ETF 0.0%
Value ($000) $320 Shares 9,000 Est. Cost $29.67 Unrealized
Zuora Inc 0.0%
Value ($000) $314 Shares 38,077 Est. Cost $7.03 Unrealized
BN Brookfield Corp 0.0%
Value ($000) $312 Shares 9,963 Est. Cost $22.07 Unrealized +0.4%
STM STMicroelectronics NV 0.0%
Value ($000) $308 Shares 7,143 Est. Cost $40.60 Unrealized
TENB Tenable Holdings Inc 0.0%
Value ($000) $308 Shares 6,864 Est. Cost $41.30 Unrealized +8.8%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $305 Shares 6,000 Est. Cost $50.68 Unrealized
HCA HCA Healthcare Inc 0.0%
Value ($000) $305 Shares 1,241 Est. Cost $210.12 Unrealized +27.7%
HDB HDFC Bank Ltd 0.0%
Value ($000) $305 Shares 5,165 Est. Cost $70.19 Unrealized
DY Dycom Industries Inc 0.0%
Value ($000) $303 Shares 3,403 Est. Cost $34.55 Unrealized +188.8%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $302 Shares 1,411 Est. Cost $216.41 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $299 Shares 10,457 Est. Cost $26.98 Unrealized +0.6%
OMC Omnicom Group Inc 0.0%
Value ($000) $299 Shares 4,015 Est. Cost $66.68 Unrealized +13.8%
VICR Vicor Corp 0.0%
Value ($000) $299 Shares 5,070 Est. Cost $75.59 Unrealized -12.3%
COTY Coty Inc 0.0%
Value ($000) $298 Shares 27,128 Est. Cost $5.27 Unrealized +123.4%
GE General Electric Co 0.0%
Value ($000) $297 Shares 2,689 Est. Cost $79.83 Unrealized +11.1%
CCEP Coca-Cola Europacific Partners PLC 0.0%
Value ($000) $297 Shares 4,748 Est. Cost $58.78 Unrealized +0.5%
CMI Cummins Inc 0.0%
Value ($000) $297 Shares 1,298 Est. Cost $161.46 Unrealized +41.6%
NWG NatWest Group PLC 0.0%
Value ($000) $295 Shares 50,629 Est. Cost $5.10 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $295 Shares 780 Est. Cost $295.58 Unrealized +22.3%
ES Eversource Energy Com 0.0%
Value ($000) $294 Shares 5,057 Est. Cost $66.94 Unrealized -11.2%
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $294 Shares 4,295 Est. Cost $55.12 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $293 Shares 2,057 Est. Cost $123.10 Unrealized +17.2%
Bunge Ltd 0.0%
Value ($000) $293 Shares 2,708 Est. Cost $82.48 Unrealized
TXT Textron Inc 0.0%
Value ($000) $293 Shares 3,746 Est. Cost $64.93 Unrealized +14.5%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.0%
Value ($000) $292 Shares 3,460 Est. Cost $125.10 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $290 Shares 4,981 Est. Cost $46.97 Unrealized +15.8%
Arista Networks Inc 0.0%
Value ($000) $290 Shares 1,577 Est. Cost $163.75 Unrealized
ABNB Airbnb Inc 0.0%
Value ($000) $290 Shares 2,110 Est. Cost $138.06 Unrealized 0.0%
IGSB iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF 0.0%
Value ($000) $289 Shares 5,800 Est. Cost $58.49 Unrealized
TFI SPDR Nuveen Bloomberg Municipal Bond ETF 0.0%
Value ($000) $288 Shares 6,595 Est. Cost $46.57 Unrealized
GMAB Genmab A/S 0.0%
Value ($000) $286 Shares 8,117 Est. Cost $35.27 Unrealized
ADM Archer-Daniels-Midland Co 0.0%
Value ($000) $284 Shares 3,769 Est. Cost $59.30 Unrealized +25.8%
DFEV Dimensional Emerging Markets Value ETF 0.0%
Value ($000) $284 Shares 11,980 Est. Cost $23.67 Unrealized
MTZ MasTec Inc 0.0%
Value ($000) $284 Shares 3,940 Est. Cost $62.34 Unrealized +59.9%
DOW Dow Inc 0.0%
Value ($000) $279 Shares 5,411 Est. Cost $37.24 Unrealized +24.4%
PSX Phillips 66 0.0%
Value ($000) $279 Shares 2,320 Est. Cost $64.86 Unrealized +59.3%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $277 Shares 4,274 Est. Cost $45.89 Unrealized +31.3%
CTLP Cantaloupe Inc 0.0%
Value ($000) $276 Shares 44,239 Est. Cost $10.97 Unrealized -33.1%
SO Southern Co 0.0%
Value ($000) $276 Shares 4,261 Est. Cost $50.65 Unrealized +25.9%
AN AutoNation Inc 0.0%
Value ($000) $275 Shares 1,819 Est. Cost $138.79 Unrealized +14.9%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $271 Shares 2,070 Est. Cost $142.59 Unrealized
KVUE Kenvue INC 0.0%
Value ($000) $271 Shares 13,483 Est. Cost $21.04 Unrealized 0.0%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $270 Shares 8,038 Est. Cost $26.72 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $270 Shares 1,871 Est. Cost $83.99 Unrealized +72.0%
TAP Molson Coors Beverage Co 0.0%
Value ($000) $270 Shares 4,246 Est. Cost $46.45 Unrealized +29.5%
ICLR ICON PLC 0.0%
Value ($000) $270 Shares 1,096 Est. Cost $216.81 Unrealized +16.2%
TSCO Tractor Supply Co 0.0%
Value ($000) $269 Shares 1,327 Est. Cost $40.59 Unrealized +2.4%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $269 Shares 4,869 Est. Cost $86.54 Unrealized -37.2%
TXNM PNM Resources Inc 0.0%
Value ($000) $269 Shares 6,032 Est. Cost $47.06 Unrealized -5.1%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $266 Shares 1,121 Est. Cost $176.40 Unrealized +31.6%
CAH Cardinal Health Inc 0.0%
Value ($000) $266 Shares 3,063 Est. Cost $80.59 Unrealized +7.6%
BlackRock Debt Strategies Fund Inc 0.0%
Value ($000) $265 Shares 25,840 Est. Cost $8.90 Unrealized
POR Portland General Electric Co 0.0%
Value ($000) $265 Shares 6,547 Est. Cost $40.46 Unrealized 0.0%
AGZ iShares Agency Bond ETF 0.0%
Value ($000) $265 Shares 2,500 Est. Cost $117.20 Unrealized
SAN Banco Santander SA 0.0%
Value ($000) $263 Shares 69,884 Est. Cost $2.88 Unrealized
HSY Hershey Co/The 0.0%
Value ($000) $263 Shares 1,312 Est. Cost $208.68 Unrealized 0.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $262 Shares 1,982 Est. Cost $126.49 Unrealized +17.1%
FCNCA First Citizens BancShares Inc/NC 0.0%
Value ($000) $261 Shares 189 Est. Cost $1147.79 Unrealized +18.6%
MTB M&T Bank Corp 0.0%
Value ($000) $258 Shares 2,040 Est. Cost $110.64 Unrealized +8.9%
NWN Northwest Natural Holding Co 0.0%
Value ($000) $258 Shares 6,756 Est. Cost $41.10 Unrealized 0.0%
LASR nLight Inc 0.0%
Value ($000) $255 Shares 24,542 Est. Cost $12.73 Unrealized -4.1%
James Hardie Industries PLC 0.0%
Value ($000) $254 Shares 9,690 Est. Cost $26.86 Unrealized
NEM Newmont Corp 0.0%
Value ($000) $254 Shares 6,877 Est. Cost $41.03 Unrealized -6.6%
STZ Constellation Brands Inc 0.0%
Value ($000) $254 Shares 1,010 Est. Cost $227.36 Unrealized +9.6%
ATO Atmos Energy Corp 0.0%
Value ($000) $253 Shares 2,389 Est. Cost $86.08 Unrealized +27.8%
BX Blackstone Inc 0.0%
Value ($000) $252 Shares 2,351 Est. Cost $97.43 Unrealized 0.0%
MAS Masco Corp 0.0%
Value ($000) $248 Shares 4,644 Est. Cost $40.79 Unrealized +35.6%
EQNR Equinor ASA 0.0%
Value ($000) $247 Shares 7,540 Est. Cost $32.79 Unrealized
LAMR Lamar Advertising Co 0.0%
Value ($000) $247 Shares 2,959 Est. Cost $99.81 Unrealized
AER AerCap Holdings NV 0.0%
Value ($000) $247 Shares 3,937 Est. Cost $61.98 Unrealized 0.0%
Nuveen Select Maturities Municipal Fund 0.0%
Value ($000) $246 Shares 29,100 Est. Cost $9.65 Unrealized
STLD Steel Dynamics Inc 0.0%
Value ($000) $246 Shares 2,297 Est. Cost $38.96 Unrealized +157.7%
IDA IDACORP Inc 0.0%
Value ($000) $243 Shares 2,600 Est. Cost $107.49 Unrealized -8.1%
WMB Williams Cos Inc/The 0.0%
Value ($000) $243 Shares 7,220 Est. Cost $18.23 Unrealized +69.3%
MFG Mizuho Financial Group Inc 0.0%
Value ($000) $243 Shares 70,828 Est. Cost $2.76 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $243 Shares 7,936 Est. Cost $27.72 Unrealized +14.1%
EQT EQT Corp 0.0%
Value ($000) $242 Shares 5,963 Est. Cost $25.58 Unrealized +56.3%
VONV Vanguard Russell 1000 Value 0.0%
Value ($000) $241 Shares 3,614 Est. Cost $66.58 Unrealized
FIVN Five9 Inc 0.0%
Value ($000) $241 Shares 3,742 Est. Cost $64.48 Unrealized +16.1%
EXC Exelon Corp 0.0%
Value ($000) $241 Shares 6,365 Est. Cost $31.52 Unrealized +18.1%
BUD Anheuser-Busch InBev SA/NV 0.0%
Value ($000) $240 Shares 4,334 Est. Cost $59.69 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $239 Shares 2,704 Est. Cost $45.57 Unrealized +91.5%
MLPA Global X MLP ETF 0.0%
Value ($000) $239 Shares 5,365 Est. Cost $36.61 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $238 Shares 536 Est. Cost $407.64 Unrealized +9.8%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $238 Shares 1,016 Est. Cost $218.05 Unrealized +7.3%
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $238 Shares 4,967 Est. Cost $47.87 Unrealized
AEP American Electric Power Co Inc 0.0%
Value ($000) $237 Shares 3,150 Est. Cost $77.52 Unrealized -4.1%
ED Consolidated Edison Inc 0.0%
Value ($000) $236 Shares 2,764 Est. Cost $70.65 Unrealized +18.7%
ChargePoint Holdings Inc 0.0%
Value ($000) $236 Shares 47,497 Est. Cost $8.05 Unrealized
HEFA iShares Currency Hedged MSCI EAFE ETF 0.0%
Value ($000) $235 Shares 7,816 Est. Cost $28.36 Unrealized
CRH CRH PLC 0.0%
Value ($000) $232 Shares 4,237 Est. Cost $54.36 Unrealized 0.0%
GRMN Garmin Ltd 0.0%
Value ($000) $232 Shares 2,202 Est. Cost $97.02 Unrealized +3.6%
IT Gartner Inc 0.0%
Value ($000) $232 Shares 674 Est. Cost $324.59 Unrealized +7.5%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $232 Shares 4,675 Est. Cost $49.97 Unrealized
AVA Avista Corp 0.0%
Value ($000) $231 Shares 7,144 Est. Cost $31.62 Unrealized 0.0%
VMC Vulcan Materials Co 0.0%
Value ($000) $231 Shares 1,141 Est. Cost $187.93 Unrealized +13.7%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $229 Shares 6,154 Est. Cost $33.63 Unrealized +16.0%
CNI Canadian National Railway Co 0.0%
Value ($000) $228 Shares 2,109 Est. Cost $114.28 Unrealized -4.3%
HIG Hartford Financial Services Group Inc/The 0.0%
Value ($000) $228 Shares 3,214 Est. Cost $66.76 Unrealized +4.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $227 Shares 989 Est. Cost $229.55 Unrealized
D Dominion Resources Inc 0.0%
Value ($000) $225 Shares 5,045 Est. Cost $52.56 Unrealized -16.2%
CP Canadian Pacific Kansas City Limited 0.0%
Value ($000) $225 Shares 3,021 Est. Cost $77.57 Unrealized +0.6%
PCYO Pure Cycle Corp 0.0%
Value ($000) $224 Shares 23,315 Est. Cost $12.45 Unrealized -9.3%
ZS Zscaler Inc 0.0%
Value ($000) $224 Shares 1,438 Est. Cost $149.95 Unrealized 0.0%
VYMI Vanguard International High Dividend Yield ETF 0.0%
Value ($000) $221 Shares 3,578 Est. Cost $63.20 Unrealized
WDAY Workday Inc 0.0%
Value ($000) $221 Shares 1,029 Est. Cost $201.78 Unrealized +14.9%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $221 Shares 2,451 Est. Cost $82.32 Unrealized
WDS Woodside Energy Group Ltd 0.0%
Value ($000) $220 Shares 9,460 Est. Cost $23.86 Unrealized
NICE NICE Ltd 0.0%
Value ($000) $220 Shares 1,293 Est. Cost $236.35 Unrealized
MOS Mosaic Co/The 0.0%
Value ($000) $220 Shares 6,173 Est. Cost $35.80 Unrealized -0.1%
MKC McCormick & Co Inc/MD 0.0%
Value ($000) $220 Shares 2,903 Est. Cost $74.43 Unrealized +5.6%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $218 Shares 2,213 Est. Cost $83.22 Unrealized +17.9%
MSCI MSCI Inc 0.0%
Value ($000) $218 Shares 425 Est. Cost $510.96 Unrealized 0.0%
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $217 Shares 3,345 Est. Cost $70.31 Unrealized
CyberArk Software Ltd 0.0%
Value ($000) $217 Shares 1,322 Est. Cost $163.77 Unrealized
Aptiv PLC 0.0%
Value ($000) $216 Shares 2,188 Est. Cost $102.09 Unrealized
JCI Johnson Controls International plc 0.0%
Value ($000) $215 Shares 4,033 Est. Cost $49.84 Unrealized +18.7%
PHG Koninklijke Philips NV 0.0%
Value ($000) $215 Shares 10,759 Est. Cost $18.66 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $214 Shares 702 Est. Cost $345.55 Unrealized 0.0%
TRU TransUnion 0.0%
Value ($000) $214 Shares 2,978 Est. Cost $68.22 Unrealized +13.5%
COR Cencora Inc 0.0%
Value ($000) $214 Shares 1,187 Est. Cost $169.27 Unrealized +6.9%
APO Apollo Global Management Inc 0.0%
Value ($000) $213 Shares 2,377 Est. Cost $81.05 Unrealized 0.0%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $213 Shares 4,997 Est. Cost $44.17 Unrealized -5.3%
TE Connectivity Ltd 0.0%
Value ($000) $213 Shares 1,725 Est. Cost $119.72 Unrealized
DB Deutsche Bank AG 0.0%
Value ($000) $212 Shares 19,293 Est. Cost $7.92 Unrealized +29.0%
CFG Citizens Financial Group Inc 0.0%
Value ($000) $212 Shares 7,909 Est. Cost $25.76 Unrealized 0.0%
CSGP CoStar Group Inc 0.0%
Value ($000) $212 Shares 2,751 Est. Cost $82.85 Unrealized 0.0%
IDXX IDEXX Laboratories Inc 0.0%
Value ($000) $210 Shares 481 Est. Cost $478.65 Unrealized +4.2%
KKR KKR & Co Inc 0.0%
Value ($000) $208 Shares 3,380 Est. Cost $59.78 Unrealized 0.0%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $208 Shares 1,949 Est. Cost $85.66 Unrealized +16.2%
JSML Janus Henderson Small Cap Growth Alpha ETF 0.0%
Value ($000) $205 Shares 4,012 Est. Cost $56.79 Unrealized
DD DuPont de Nemours Inc 0.0%
Value ($000) $205 Shares 2,742 Est. Cost $29.88 Unrealized 0.0%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $204 Shares 619 Est. Cost $296.47 Unrealized +11.5%
IVZ Invesco Ltd 0.0%
Value ($000) $203 Shares 13,999 Est. Cost $8.38 Unrealized +71.4%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $203 Shares 395 Est. Cost $69.90 Unrealized +28.1%
R Ryder System Inc 0.0%
Value ($000) $202 Shares 1,888 Est. Cost $97.32 Unrealized 0.0%
IHG InterContinental Hotels Group PLC 0.0%
Value ($000) $202 Shares 2,701 Est. Cost $74.75 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $201 Shares 2,150 Est. Cost $93.63 Unrealized
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $201 Shares 1,123 Est. Cost $170.29 Unrealized 0.0%
JPST JPMorgan Ultra-Short Income ETF 0.0%
Value ($000) $201 Shares 4,000 Est. Cost $50.18 Unrealized
SNOW Snowflake Inc CL A 0.0%
Value ($000) $201 Shares 1,313 Est. Cost $162.55 Unrealized +0.2%
BlackRock MuniHoldings Quality Fund II Inc 0.0%
Value ($000) $190 Shares 21,620 Est. Cost $9.71 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $177 Shares 10,681 Est. Cost $15.26 Unrealized 0.0%
HLN HALEON ADR REP 2 ORD 0.0%
Value ($000) $175 Shares 21,062 Est. Cost $8.21 Unrealized
ORANY Orange SA 0.0%
Value ($000) $165 Shares 14,373 Est. Cost $10.00 Unrealized
NRGV Energy Vault Holdings Inc 0.0%
Value ($000) $150 Shares 58,743 Est. Cost $4.54 Unrealized -34.1%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $149 Shares 10,380 Est. Cost $15.46 Unrealized
WU Western Union Co/The 0.0%
Value ($000) $145 Shares 11,026 Est. Cost $11.15 Unrealized
OBDC Blue Owl Capital Corp 0.0%
Value ($000) $139 Shares 10,000 Est. Cost $8.27 Unrealized +26.0%
RLJ RLJ Lodging Trust 0.0%
Value ($000) $132 Shares 13,482 Est. Cost $7.71 Unrealized
DoubleLine Income Solutions Fund 0.0%
Value ($000) $132 Shares 11,250 Est. Cost $11.91 Unrealized
MAC Macerich Co/The 0.0%
Value ($000) $126 Shares 11,569 Est. Cost $7.89 Unrealized
GT Goodyear Tire & Rubber Co/The 0.0%
Value ($000) $125 Shares 10,075 Est. Cost $8.60 Unrealized +58.1%
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $119 Shares 55,939 Est. Cost $1.98 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $115 Shares 12,079 Est. Cost $11.33 Unrealized
ASX ASE Technology Holding Co Ltd 0.0%
Value ($000) $109 Shares 14,541 Est. Cost $7.52 Unrealized
NMR Nomura Holdings Inc 0.0%
Value ($000) $107 Shares 26,504 Est. Cost $4.32 Unrealized
Nuveen Arizona Quality Municipal Income Fund 0.0%
Value ($000) $100 Shares 10,371 Est. Cost $13.25 Unrealized
TCW Strategic Income Fund Inc 0.0%
Value ($000) $85 Shares 18,499 Est. Cost $5.42 Unrealized
ICL ICL Group Ltd 0.0%
Value ($000) $83 Shares 14,943 Est. Cost $6.04 Unrealized -0.2%
TELFY Telefonica SA 0.0%
Value ($000) $82 Shares 20,093 Est. Cost $4.27 Unrealized
Aegon NV 0.0%
Value ($000) $74 Shares 15,417 Est. Cost $4.19 Unrealized
GPMT Granite Point Mortgage Trust Inc 0.0%
Value ($000) $73 Shares 15,000 Est. Cost $9.57 Unrealized
Lucid Group Inc 0.0%
Value ($000) $72 Shares 12,918 Est. Cost $5.59 Unrealized
PGEN Precigen Inc 0.0%
Value ($000) $67 Shares 47,000 Est. Cost $4.05 Unrealized -65.0%
ERIC Telefonaktiebolaget L M Ericsson 0.0%
Value ($000) $65 Shares 13,457 Est. Cost $6.44 Unrealized
NOK Nokia Oyj 0.0%
Value ($000) $63 Shares 16,908 Est. Cost $4.93 Unrealized
STKL SunOpta Inc 0.0%
Value ($000) $63 Shares 18,630 Est. Cost $5.71 Unrealized -12.3%
WIT Wipro Ltd 0.0%
Value ($000) $56 Shares 11,560 Est. Cost $4.84 Unrealized
STIM Neuronetics Inc 0.0%
Value ($000) $43 Shares 31,797 Est. Cost $11.35 Unrealized -84.6%
STOK Stoke Therapeutics Inc 0.0%
Value ($000) $43 Shares 10,815 Est. Cost $6.58 Unrealized 0.0%
CHRS Coherus Biosciences Inc 0.0%
Value ($000) $39 Shares 10,410 Est. Cost $4.62 Unrealized 0.0%
ALLO Allogene Therapeutics Inc 0.0%
Value ($000) $39 Shares 12,265 Est. Cost $4.38 Unrealized 0.0%
ABEV Ambev SA 0.0%
Value ($000) $35 Shares 13,741 Est. Cost $2.82 Unrealized
DMTKQ DermTech Inc 0.0%
Value ($000) $34 Shares 23,500 Est. Cost $7.94 Unrealized
AquaBounty Technologies Inc 0.0%
Value ($000) $32 Shares 134,000 Est. Cost $2.13 Unrealized