Dorsey & Whitney Trust CO LLC Diversified Active

CIK: 0001384042 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $1,880,639 (100.0% shares, 0.0% debt)

Holdings (667)

PCAR PACCAR Inc 9.1%
Value ($000) $171,613 Shares 1,739,084 Est. Cost $92.29 Unrealized -0.1%
MSFT Microsoft Corp 3.8%
Value ($000) $72,305 Shares 168,034 Est. Cost $157.37 Unrealized +168.9%
NVDA NVIDIA Corp 3.2%
Value ($000) $60,763 Shares 500,357 Est. Cost $93.31 Unrealized +26.5%
AAPL Apple Inc 2.6%
Value ($000) $49,539 Shares 212,614 Est. Cost $123.35 Unrealized +79.9%
LLY Eli Lilly & Co 2.0%
Value ($000) $37,245 Shares 42,040 Est. Cost $247.81 Unrealized +259.3%
GOOG Alphabet Inc 2.0%
Value ($000) $37,103 Shares 221,922 Est. Cost $116.40 Unrealized +44.5%
IVV iShares Core S&P 500 ETF 1.9%
Value ($000) $35,774 Shares 62,019 Est. Cost $340.60 Unrealized
SPY SPDR S&P 500 ETF Trust 1.9%
Value ($000) $35,387 Shares 61,675 Est. Cost $412.28 Unrealized
OEF iShares S&P 100 ETF 1.8%
Value ($000) $34,529 Shares 124,761 Est. Cost $163.36 Unrealized
AMZN Amazon.com Inc 1.5%
Value ($000) $27,983 Shares 150,181 Est. Cost $124.30 Unrealized +46.8%
JPM JPMorgan Chase & Co 1.4%
Value ($000) $26,775 Shares 126,980 Est. Cost $120.66 Unrealized +69.9%
UNH UnitedHealth Group Inc 1.4%
Value ($000) $26,302 Shares 44,985 Est. Cost $264.94 Unrealized +107.0%
USB US Bancorp 1.3%
Value ($000) $23,721 Shares 518,710 Est. Cost $33.40 Unrealized +23.1%
FISV Fiserv Inc 1.2%
Value ($000) $22,326 Shares 124,274 Est. Cost $55.76 Unrealized +195.8%
HD Home Depot Inc/The 1.1%
Value ($000) $20,590 Shares 50,814 Est. Cost $95.13 Unrealized +270.7%
QCOM Qualcomm Inc 1.1%
Value ($000) $20,589 Shares 121,075 Est. Cost $112.55 Unrealized +52.1%
GGG Graco Inc 1.0%
Value ($000) $18,638 Shares 212,987 Est. Cost $37.05 Unrealized +116.9%
IWF iShares Russell 1000 Growth ETF 1.0%
Value ($000) $18,626 Shares 49,620 Est. Cost $246.92 Unrealized
GOOGL Alphabet Inc 1.0%
Value ($000) $18,397 Shares 110,926 Est. Cost $126.62 Unrealized +31.7%
JNJ Johnson & Johnson 0.9%
Value ($000) $17,421 Shares 107,496 Est. Cost $76.70 Unrealized +99.0%
V Visa Inc 0.9%
Value ($000) $16,983 Shares 61,766 Est. Cost $166.50 Unrealized +60.8%
VTI Vanguard Total Stock Market ETF 0.9%
Value ($000) $15,990 Shares 56,469 Est. Cost $156.03 Unrealized
HON Honeywell International Inc 0.8%
Value ($000) $15,322 Shares 74,124 Est. Cost $78.45 Unrealized +140.1%
ABT Abbott Laboratories 0.8%
Value ($000) $14,891 Shares 130,609 Est. Cost $43.44 Unrealized +146.4%
VOO Vanguard S&P 500 ETF 0.8%
Value ($000) $14,740 Shares 27,935 Est. Cost $397.60 Unrealized
ECL Ecolab Inc 0.8%
Value ($000) $14,644 Shares 57,354 Est. Cost $96.39 Unrealized +150.1%
AXP American Express Co 0.7%
Value ($000) $13,931 Shares 51,367 Est. Cost $124.65 Unrealized +96.7%
TTC Toro Co/The 0.7%
Value ($000) $13,150 Shares 151,616 Est. Cost $71.03 Unrealized +26.6%
VGT Vanguard Information Technology ETF 0.7%
Value ($000) $13,107 Shares 22,347 Est. Cost $306.78 Unrealized
FAST Fastenal Co 0.7%
Value ($000) $12,627 Shares 176,796 Est. Cost $11.61 Unrealized +183.6%
VOTE Engine NO. 1 Transform 500 ETF 0.7%
Value ($000) $12,436 Shares 185,506 Est. Cost $53.97 Unrealized
TECH Bio-Techne Corp 0.6%
Value ($000) $11,956 Shares 149,577 Est. Cost $66.21 Unrealized +12.7%
ACWI iShares MSCI ACWI ETF 0.6%
Value ($000) $10,739 Shares 89,825 Est. Cost $68.65 Unrealized
MDT Medtronic PLC 0.6%
Value ($000) $10,452 Shares 116,100 Est. Cost $68.07 Unrealized +18.7%
LNT Alliant Energy Corp 0.5%
Value ($000) $10,019 Shares 165,088 Est. Cost $47.92 Unrealized +13.5%
META Meta Platforms Inc 0.5%
Value ($000) $9,873 Shares 17,248 Est. Cost $312.07 Unrealized +64.1%
LFUS Littelfuse Inc 0.5%
Value ($000) $9,700 Shares 36,570 Est. Cost $205.05 Unrealized +25.6%
IBM International Business Machines Corp 0.5%
Value ($000) $9,202 Shares 41,624 Est. Cost $171.43 Unrealized +10.2%
IJH iShares Core S&P Mid-Cap ETF 0.5%
Value ($000) $9,176 Shares 147,247 Est. Cost $96.59 Unrealized
SOLV Solventum Corp 0.5%
Value ($000) $9,152 Shares 131,266 Est. Cost $60.66 Unrealized -0.8%
CMG Chipotle Mexican Grill Inc 0.5%
Value ($000) $9,108 Shares 158,075 Est. Cost $56.04 Unrealized -1.2%
PG Procter & Gamble Co/The 0.5%
Value ($000) $9,108 Shares 52,584 Est. Cost $67.75 Unrealized +142.4%
BRK/B Berkshire Hathaway Inc 0.5%
Value ($000) $8,704 Shares 18,910 Est. Cost $232.96 Unrealized +89.8%
SHW Sherwin-Williams Co 0.5%
Value ($000) $8,515 Shares 22,310 Est. Cost $243.23 Unrealized +41.8%
MSI Motorola Solutions Inc 0.5%
Value ($000) $8,469 Shares 18,836 Est. Cost $153.66 Unrealized +167.3%
COST Costco Wholesale Corp 0.4%
Value ($000) $8,316 Shares 9,381 Est. Cost $419.64 Unrealized +105.4%
HRL Hormel Foods Corp 0.4%
Value ($000) $7,897 Shares 249,131 Est. Cost $26.39 Unrealized +14.3%
WFC Wells Fargo & Co 0.4%
Value ($000) $7,771 Shares 137,565 Est. Cost $27.21 Unrealized +101.6%
VZ Verizon Communications Inc 0.4%
Value ($000) $7,770 Shares 173,016 Est. Cost $33.79 Unrealized +13.6%
IJR iShares Core S&P Small-Cap ETF 0.4%
Value ($000) $7,427 Shares 63,499 Est. Cost $91.41 Unrealized
TGT Target Corp 0.4%
Value ($000) $7,407 Shares 47,525 Est. Cost $80.98 Unrealized +74.1%
ABBV AbbVie INC 0.4%
Value ($000) $6,996 Shares 35,425 Est. Cost $97.50 Unrealized +83.3%
MRK Merck & Co Inc 0.4%
Value ($000) $6,890 Shares 60,676 Est. Cost $78.01 Unrealized +44.8%
FRSH Freshworks Inc 0.4%
Value ($000) $6,768 Shares 589,520 Est. Cost $44.80 Unrealized -73.2%
DIS Walt Disney Co/The 0.4%
Value ($000) $6,762 Shares 70,294 Est. Cost $81.62 Unrealized +11.0%
ROK Rockwell Automation Inc 0.4%
Value ($000) $6,744 Shares 25,121 Est. Cost $245.76 Unrealized +5.6%
SCHW Charles Schwab Corp 0.4%
Value ($000) $6,672 Shares 102,953 Est. Cost $40.31 Unrealized +60.2%
BMI Badger Meter Inc 0.3%
Value ($000) $6,428 Shares 29,431 Est. Cost $26.46 Unrealized +649.7%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $6,389 Shares 23,086 Est. Cost $195.53 Unrealized +29.6%
NVT nVent Electric PLC 0.3%
Value ($000) $6,304 Shares 89,731 Est. Cost $21.17 Unrealized +220.7%
PEP PepsiCo Inc 0.3%
Value ($000) $6,295 Shares 37,017 Est. Cost $120.11 Unrealized +35.6%
FUL HB Fuller Co 0.3%
Value ($000) $6,295 Shares 79,298 Est. Cost $49.02 Unrealized +61.9%
VTEB Vanguard Tax-Exempt Bond Index ETF 0.3%
Value ($000) $6,082 Shares 118,975 Est. Cost $49.73 Unrealized
AVGO Broadcom Inc 0.3%
Value ($000) $6,061 Shares 35,137 Est. Cost $149.41 Unrealized +5.8%
AMGN Amgen Inc 0.3%
Value ($000) $6,059 Shares 18,805 Est. Cost $243.42 Unrealized +28.7%
VT Vanguard Total World Stock ETF 0.3%
Value ($000) $6,022 Shares 50,305 Est. Cost $94.89 Unrealized
SYY Sysco Corp 0.3%
Value ($000) $5,940 Shares 76,095 Est. Cost $60.48 Unrealized +19.3%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $5,905 Shares 46,061 Est. Cost $79.16 Unrealized
XLF Financial Select Sector SPDR Fund 0.3%
Value ($000) $5,856 Shares 129,204 Est. Cost $30.03 Unrealized
PFG Principal Financial Group Inc 0.3%
Value ($000) $5,825 Shares 67,816 Est. Cost $28.67 Unrealized +167.2%
ENTG Entegris Inc 0.3%
Value ($000) $5,801 Shares 51,552 Est. Cost $99.09 Unrealized +18.7%
VWO Vanguard FTSE Emerging Markets ETF 0.3%
Value ($000) $5,777 Shares 120,737 Est. Cost $44.64 Unrealized
VV Vanguard Large-Cap ETF 0.3%
Value ($000) $5,625 Shares 21,363 Est. Cost $179.58 Unrealized
TXN Texas Instruments Inc 0.3%
Value ($000) $5,548 Shares 26,857 Est. Cost $144.02 Unrealized +34.0%
VXUS Vanguard Total International Stock ETF 0.3%
Value ($000) $5,536 Shares 85,514 Est. Cost $61.79 Unrealized
IVW iShares S&P 500 Growth ETF 0.3%
Value ($000) $5,422 Shares 56,629 Est. Cost $84.45 Unrealized
BBEU Jp Morgan Etf Trust Betabuilders Europe Usd 0.3%
Value ($000) $5,379 Shares 86,280 Est. Cost $53.72 Unrealized
EFV iShares MSCI EAFE Value ETF 0.3%
Value ($000) $5,310 Shares 92,292 Est. Cost $41.29 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.3%
Value ($000) $5,304 Shares 67,959 Est. Cost $61.33 Unrealized
DCI Donaldson Co Inc 0.3%
Value ($000) $5,294 Shares 71,833 Est. Cost $30.10 Unrealized +134.5%
IEMG iShares Core MSCI Emerging Markets ETF 0.3%
Value ($000) $5,270 Shares 91,803 Est. Cost $52.86 Unrealized
LOW Lowe's Companies Inc 0.3%
Value ($000) $5,256 Shares 19,405 Est. Cost $182.10 Unrealized +29.7%
QUAL iShares MSCI USA Quality Factor ETF 0.3%
Value ($000) $5,187 Shares 28,929 Est. Cost $127.22 Unrealized
TNC Tennant Co 0.3%
Value ($000) $5,163 Shares 53,760 Est. Cost $65.19 Unrealized +46.7%
VTV Vanguard Value ETF 0.3%
Value ($000) $5,114 Shares 29,293 Est. Cost $122.75 Unrealized
IVE iShares S&P 500 Value ETF 0.3%
Value ($000) $5,108 Shares 25,907 Est. Cost $128.82 Unrealized
CRM Salesforce Inc 0.3%
Value ($000) $5,025 Shares 18,360 Est. Cost $204.28 Unrealized +24.3%
IWD iShares Russell 1000 Value ETF 0.3%
Value ($000) $4,942 Shares 26,039 Est. Cost $132.72 Unrealized
MCD McDonald's Corp 0.3%
Value ($000) $4,886 Shares 16,044 Est. Cost $151.81 Unrealized +75.7%
TSLA Tesla Inc 0.3%
Value ($000) $4,807 Shares 18,374 Est. Cost $231.45 Unrealized -1.5%
CHRW CH Robinson Worldwide Inc 0.3%
Value ($000) $4,770 Shares 43,222 Est. Cost $51.35 Unrealized +83.2%
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $4,710 Shares 89,193 Est. Cost $41.29 Unrealized
MA Mastercard Inc 0.2%
Value ($000) $4,696 Shares 9,510 Est. Cost $255.60 Unrealized +80.6%
UPS United Parcel Service Inc 0.2%
Value ($000) $4,557 Shares 33,424 Est. Cost $77.11 Unrealized +56.3%
EFG iShares MSCI EAFE Growth ETF 0.2%
Value ($000) $4,543 Shares 42,199 Est. Cost $81.34 Unrealized
BBCA JPMorgan BetaBuilders Canada ETF 0.2%
Value ($000) $4,493 Shares 62,152 Est. Cost $63.76 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $4,437 Shares 26,037 Est. Cost $71.41 Unrealized +100.3%
RTX RTX Corp 0.2%
Value ($000) $4,387 Shares 36,207 Est. Cost $93.18 Unrealized +19.2%
AMD Advanced Micro Devices Inc 0.2%
Value ($000) $4,345 Shares 26,484 Est. Cost $119.78 Unrealized +26.9%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $4,312 Shares 19,521 Est. Cost $184.53 Unrealized
XLV Health Care Select Sector SPDR Fund 0.2%
Value ($000) $4,304 Shares 27,947 Est. Cost $115.89 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $4,213 Shares 50,376 Est. Cost $72.99 Unrealized
GSEW Goldman Sachs Equal Weight US Large Cap Equity ETF 0.2%
Value ($000) $4,197 Shares 54,174 Est. Cost $51.91 Unrealized
ADBE Adobe Inc 0.2%
Value ($000) $4,154 Shares 8,022 Est. Cost $335.52 Unrealized +63.5%
IEUR iShares Core MSCI Europe ETF 0.2%
Value ($000) $4,125 Shares 67,701 Est. Cost $49.46 Unrealized
WMT Walmart Inc 0.2%
Value ($000) $4,024 Shares 49,837 Est. Cost $48.43 Unrealized +49.7%
DD DuPont de Nemours Inc 0.2%
Value ($000) $4,009 Shares 44,985 Est. Cost $32.76 Unrealized +0.7%
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value ($000) $3,991 Shares 22,278 Est. Cost $130.53 Unrealized
VUG Vanguard Growth ETF 0.2%
Value ($000) $3,883 Shares 10,115 Est. Cost $187.40 Unrealized
NVO Novo Nordisk A/S 0.2%
Value ($000) $3,734 Shares 31,358 Est. Cost $85.22 Unrealized
VGIT Vanguard Intermediate-Term Treasury ETF 0.2%
Value ($000) $3,660 Shares 60,571 Est. Cost $58.47 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.2%
Value ($000) $3,646 Shares 10,558 Est. Cost $261.54 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $3,435 Shares 64,537 Est. Cost $33.49 Unrealized +39.7%
BAC Bank of America Corp 0.2%
Value ($000) $3,400 Shares 85,677 Est. Cost $25.95 Unrealized +49.4%
VLUE iShares MSCI USA Value Factor ETF 0.2%
Value ($000) $3,290 Shares 30,175 Est. Cost $103.21 Unrealized
ACN Accenture PLC 0.2%
Value ($000) $3,150 Shares 8,912 Est. Cost $214.12 Unrealized +50.7%
GOVT iShares U.S. Treasury Bond ETF 0.2%
Value ($000) $3,142 Shares 134,000 Est. Cost $23.23 Unrealized
BXSL Blackstone Secured Lending Fund 0.2%
Value ($000) $3,133 Shares 106,961 Est. Cost $17.74 Unrealized +45.7%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $3,058 Shares 15,439 Est. Cost $181.89 Unrealized
PGR Progressive Corp 0.2%
Value ($000) $3,031 Shares 11,943 Est. Cost $158.00 Unrealized +35.5%
PFE Pfizer Inc 0.2%
Value ($000) $3,016 Shares 104,218 Est. Cost $22.41 Unrealized +19.1%
CAT Caterpillar Inc 0.2%
Value ($000) $2,967 Shares 7,587 Est. Cost $120.67 Unrealized +180.7%
DHR Danaher Corp 0.2%
Value ($000) $2,853 Shares 10,261 Est. Cost $143.95 Unrealized +82.3%
CVX Chevron Corp 0.2%
Value ($000) $2,852 Shares 19,368 Est. Cost $90.46 Unrealized +54.7%
NFLX Netflix Inc 0.2%
Value ($000) $2,842 Shares 4,007 Est. Cost $44.03 Unrealized +51.9%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $2,772 Shares 8,110 Est. Cost $108.91 Unrealized +54.5%
ASML ASML Holding NV 0.1%
Value ($000) $2,770 Shares 3,324 Est. Cost $312.08 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $2,767 Shares 26,287 Est. Cost $96.53 Unrealized +8.9%
DOW Dow Inc 0.1%
Value ($000) $2,761 Shares 50,547 Est. Cost $46.86 Unrealized +2.3%
ESGD iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $2,736 Shares 32,502 Est. Cost $71.71 Unrealized
AZN AstraZeneca PLC 0.1%
Value ($000) $2,735 Shares 35,111 Est. Cost $61.67 Unrealized
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $2,728 Shares 24,696 Est. Cost $114.61 Unrealized
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $2,710 Shares 11,423 Est. Cost $165.20 Unrealized
NEE NextEra Energy Inc 0.1%
Value ($000) $2,691 Shares 31,839 Est. Cost $64.67 Unrealized +15.7%
NKE NIKE Inc 0.1%
Value ($000) $2,676 Shares 30,266 Est. Cost $79.21 Unrealized -4.0%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $2,663 Shares 4,305 Est. Cost $372.66 Unrealized +58.1%
XOM Exxon Mobil Corp 0.1%
Value ($000) $2,650 Shares 22,606 Est. Cost $69.30 Unrealized +58.8%
UNP Union Pacific Corp 0.1%
Value ($000) $2,625 Shares 10,649 Est. Cost $142.72 Unrealized +64.4%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $2,548 Shares 9,721 Est. Cost $168.02 Unrealized +41.2%
XLI Industrial Select Sector SPDR Fund 0.1%
Value ($000) $2,514 Shares 18,564 Est. Cost $93.45 Unrealized
PIPR Piper Sandler Cos 0.1%
Value ($000) $2,477 Shares 8,728 Est. Cost $216.24 Unrealized +21.0%
INTC Intel Corp 0.1%
Value ($000) $2,468 Shares 105,189 Est. Cost $23.68 Unrealized +5.1%
SAP SAP SE 0.1%
Value ($000) $2,463 Shares 10,751 Est. Cost $122.63 Unrealized
AMP Ameriprise Financial Inc 0.1%
Value ($000) $2,381 Shares 5,068 Est. Cost $409.50 Unrealized +4.2%
LIN Linde PLC 0.1%
Value ($000) $2,350 Shares 4,928 Est. Cost $348.09 Unrealized +28.7%
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $2,340 Shares 8,240 Est. Cost $226.61 Unrealized
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $2,324 Shares 4,730 Est. Cost $351.17 Unrealized +32.6%
CTVA Corteva Inc 0.1%
Value ($000) $2,261 Shares 38,457 Est. Cost $53.80 Unrealized 0.0%
BlackRock Inc 0.1%
Value ($000) $2,260 Shares 2,380 Est. Cost $459.39 Unrealized
BBJP JPMorgan BetaBuilders Japan ETF 0.1%
Value ($000) $2,220 Shares 37,446 Est. Cost $50.33 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $2,216 Shares 13,283 Est. Cost $135.13 Unrealized
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $2,178 Shares 20,049 Est. Cost $108.04 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $2,169 Shares 6,545 Est. Cost $180.53 Unrealized +66.9%
KO Coca-Cola Co 0.1%
Value ($000) $2,155 Shares 29,991 Est. Cost $51.24 Unrealized +28.1%
CMCSA Comcast Corp 0.1%
Value ($000) $2,151 Shares 51,493 Est. Cost $34.66 Unrealized +8.9%
MAR Marriott International Inc/MD 0.1%
Value ($000) $2,123 Shares 8,540 Est. Cost $190.28 Unrealized +20.8%
WK Workiva Inc 0.1%
Value ($000) $2,119 Shares 26,787 Est. Cost $81.77 Unrealized -8.2%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $2,066 Shares 6,571 Est. Cost $227.80 Unrealized
IWV iShares Russell 3000 ETF 0.1%
Value ($000) $2,051 Shares 6,276 Est. Cost $279.65 Unrealized
EMR Emerson Electric Co 0.1%
Value ($000) $2,050 Shares 18,742 Est. Cost $53.79 Unrealized +95.3%
Movano Inc 0.1%
Value ($000) $2,022 Shares 5,630,084 Est. Cost $3.49 Unrealized
VOX Vanguard Communication Services ETF 0.1%
Value ($000) $2,017 Shares 13,874 Est. Cost $101.55 Unrealized
CTAS Cintas Corp 0.1%
Value ($000) $2,007 Shares 9,750 Est. Cost $161.89 Unrealized +17.9%
SYK Stryker Corp 0.1%
Value ($000) $1,985 Shares 5,496 Est. Cost $275.13 Unrealized +23.7%
MMM 3M Co 0.1%
Value ($000) $1,957 Shares 14,316 Est. Cost $88.08 Unrealized +35.3%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $1,949 Shares 18,614 Est. Cost $55.13 Unrealized +83.0%
AMT American Tower Corp 0.1%
Value ($000) $1,907 Shares 8,202 Est. Cost $159.00 Unrealized +32.6%
NVS Novartis AG 0.1%
Value ($000) $1,875 Shares 16,302 Est. Cost $89.15 Unrealized
XLY Consumer Discretionary Select Sector SPDR Fund 0.1%
Value ($000) $1,854 Shares 9,253 Est. Cost $170.13 Unrealized
ELV Elevance Health Inc 0.1%
Value ($000) $1,838 Shares 3,535 Est. Cost $265.43 Unrealized +96.2%
SBUX Starbucks Corp 0.1%
Value ($000) $1,831 Shares 18,782 Est. Cost $63.86 Unrealized +29.7%
NOW ServiceNow Inc 0.1%
Value ($000) $1,808 Shares 2,021 Est. Cost $120.64 Unrealized +36.3%
PLD Prologis Inc 0.1%
Value ($000) $1,787 Shares 14,153 Est. Cost $95.27 Unrealized +23.9%
MS Morgan Stanley 0.1%
Value ($000) $1,787 Shares 17,141 Est. Cost $58.06 Unrealized +66.9%
CB Chubb Ltd 0.1%
Value ($000) $1,773 Shares 6,147 Est. Cost $187.17 Unrealized +44.7%
EWJ iShares MSCI Japan ETF 0.1%
Value ($000) $1,759 Shares 24,583 Est. Cost $61.00 Unrealized
ROP Roper Technologies Inc 0.1%
Value ($000) $1,728 Shares 3,106 Est. Cost $352.95 Unrealized +54.3%
CL Colgate-Palmolive Co 0.1%
Value ($000) $1,721 Shares 16,581 Est. Cost $93.87 Unrealized +5.4%
NXPI NXP Semiconductors NV 0.1%
Value ($000) $1,716 Shares 7,149 Est. Cost $137.49 Unrealized +77.5%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $1,710 Shares 33,041 Est. Cost $40.37 Unrealized +8.1%
HWKN Hawkins Inc 0.1%
Value ($000) $1,700 Shares 13,340 Est. Cost $25.11 Unrealized +350.6%
NDSN Nordson Corp 0.1%
Value ($000) $1,687 Shares 6,424 Est. Cost $126.30 Unrealized +89.7%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,681 Shares 6,371 Est. Cost $176.30 Unrealized
ADI Analog Devices Inc 0.1%
Value ($000) $1,666 Shares 7,236 Est. Cost $177.45 Unrealized +24.0%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $1,655 Shares 19,903 Est. Cost $81.97 Unrealized
ULTA Ulta Beauty Inc 0.1%
Value ($000) $1,651 Shares 4,244 Est. Cost $469.00 Unrealized -20.0%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $1,644 Shares 5,523 Est. Cost $208.24 Unrealized +26.4%
SPGI S&P Global Inc 0.1%
Value ($000) $1,643 Shares 3,180 Est. Cost $261.80 Unrealized +87.1%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.1%
Value ($000) $1,642 Shares 9,452 Est. Cost $80.98 Unrealized
DE Deere & Co 0.1%
Value ($000) $1,586 Shares 3,800 Est. Cost $224.87 Unrealized +64.2%
BA Boeing Co 0.1%
Value ($000) $1,567 Shares 10,306 Est. Cost $183.54 Unrealized -6.6%
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.1%
Value ($000) $1,557 Shares 15,465 Est. Cost $100.76 Unrealized
INTU Intuit Inc 0.1%
Value ($000) $1,556 Shares 2,505 Est. Cost $434.86 Unrealized +45.6%
AON Aon PLC 0.1%
Value ($000) $1,552 Shares 4,486 Est. Cost $243.73 Unrealized +33.1%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $1,545 Shares 5,942 Est. Cost $189.28 Unrealized
IWR iShares Russell Mid-Cap ETF 0.1%
Value ($000) $1,544 Shares 17,521 Est. Cost $64.98 Unrealized
XLE Energy Select Sector SPDR Fund 0.1%
Value ($000) $1,542 Shares 17,562 Est. Cost $75.20 Unrealized
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $1,528 Shares 3,130 Est. Cost $346.05 Unrealized
XLK Technology Select Sector SPDR Fund 0.1%
Value ($000) $1,525 Shares 6,757 Est. Cost $121.80 Unrealized
IDEV iShares Core MSCI International Developed Markets ETF 0.1%
Value ($000) $1,517 Shares 21,420 Est. Cost $60.30 Unrealized
MRVL Marvell Technology Inc 0.1%
Value ($000) $1,509 Shares 20,926 Est. Cost $56.95 Unrealized +20.7%
USHY iShares Broad USD High Yield Corporate Bond ETF 0.1%
Value ($000) $1,506 Shares 40,012 Est. Cost $37.45 Unrealized
MBB iShares MBS ETF 0.1%
Value ($000) $1,484 Shares 15,494 Est. Cost $100.84 Unrealized
GS Goldman Sachs Group Inc/The 0.1%
Value ($000) $1,461 Shares 2,951 Est. Cost $307.08 Unrealized +54.7%
Unilever PLC 0.1%
Value ($000) $1,461 Shares 22,486 Est. Cost $54.51 Unrealized
PSX Phillips 66 0.1%
Value ($000) $1,456 Shares 11,075 Est. Cost $115.54 Unrealized +11.1%
CDNS Cadence Design Systems INC 0.1%
Value ($000) $1,433 Shares 5,286 Est. Cost $267.42 Unrealized +3.4%
SNY Sanofi SA 0.1%
Value ($000) $1,413 Shares 24,513 Est. Cost $45.05 Unrealized
DSI iShares MSCI KLD 400 Social ETF 0.1%
Value ($000) $1,409 Shares 12,950 Est. Cost $89.79 Unrealized
XLP Consumer Staples Select Sector SPDR Fund 0.1%
Value ($000) $1,404 Shares 16,917 Est. Cost $83.00 Unrealized
SCHF Schwab International Equity ETF 0.1%
Value ($000) $1,401 Shares 34,066 Est. Cost $31.48 Unrealized
MRSH Marsh & Mclennan Companies Inc 0.1%
Value ($000) $1,391 Shares 6,235 Est. Cost $141.07 Unrealized +53.8%
UBER Uber Technologies Inc 0.1%
Value ($000) $1,388 Shares 18,463 Est. Cost $36.71 Unrealized +91.8%
TMUS T-Mobile US Inc 0.1%
Value ($000) $1,384 Shares 6,706 Est. Cost $129.85 Unrealized +44.3%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,379 Shares 5,550 Est. Cost $172.37 Unrealized +35.2%
TT Trane Technologies PLC 0.1%
Value ($000) $1,378 Shares 3,545 Est. Cost $223.09 Unrealized +53.8%
WM Waste Management Inc 0.1%
Value ($000) $1,339 Shares 6,452 Est. Cost $61.33 Unrealized +233.1%
CI Cigna Group/The 0.1%
Value ($000) $1,338 Shares 3,861 Est. Cost $267.19 Unrealized +25.4%
SONY Sony Group Corp 0.1%
Value ($000) $1,332 Shares 13,794 Est. Cost $74.63 Unrealized
TXRH Texas Roadhouse Inc 0.1%
Value ($000) $1,331 Shares 7,539 Est. Cost $165.19 Unrealized 0.0%
MDLZ Mondelez International Inc 0.1%
Value ($000) $1,319 Shares 17,898 Est. Cost $44.07 Unrealized +52.5%
AMAT Applied Materials Inc 0.1%
Value ($000) $1,317 Shares 6,520 Est. Cost $117.55 Unrealized +72.1%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $1,305 Shares 8,122 Est. Cost $92.03 Unrealized +64.8%
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,303 Shares 2,229 Est. Cost $416.73 Unrealized +23.9%
GIS General Mills Inc 0.1%
Value ($000) $1,300 Shares 17,610 Est. Cost $35.28 Unrealized +86.0%
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $1,295 Shares 18,209 Est. Cost $56.37 Unrealized
USMV iShares MSCI USA Min Vol Factor ETF 0.1%
Value ($000) $1,284 Shares 14,063 Est. Cost $79.73 Unrealized
MDY SPDR S&P MidCap 400 ETF Trust 0.1%
Value ($000) $1,273 Shares 2,234 Est. Cost $381.80 Unrealized
GNRC Generac Holdings Inc 0.1%
Value ($000) $1,248 Shares 7,857 Est. Cost $116.77 Unrealized +27.0%
VUSB Vanguard Ultra Short Bond ETF 0.1%
Value ($000) $1,209 Shares 24,212 Est. Cost $49.19 Unrealized
KLAC KLA Corp 0.1%
Value ($000) $1,194 Shares 1,542 Est. Cost $513.77 Unrealized +50.9%
Arista Networks Inc 0.1%
Value ($000) $1,181 Shares 3,078 Est. Cost $266.87 Unrealized
BSX Boston Scientific Corp 0.1%
Value ($000) $1,170 Shares 13,957 Est. Cost $47.92 Unrealized +64.5%
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $1,148 Shares 997 Est. Cost $49.05 Unrealized +49.8%
IBTG iShares iBonds Dec 2026 Term Treasury ETF 0.1%
Value ($000) $1,148 Shares 49,773 Est. Cost $22.99 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $1,140 Shares 362 Est. Cost $1688.70 Unrealized +81.8%
GILD Gilead Sciences Inc 0.1%
Value ($000) $1,135 Shares 13,534 Est. Cost $61.14 Unrealized +19.5%
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $1,132 Shares 4,022 Est. Cost $207.87 Unrealized +34.0%
DLN WisdomTree US LargeCap Dividend Fund 0.1%
Value ($000) $1,132 Shares 14,404 Est. Cost $93.20 Unrealized
TM Toyota Motor Corp 0.1%
Value ($000) $1,130 Shares 6,327 Est. Cost $137.28 Unrealized
VHT Vanguard Health Care ETF 0.1%
Value ($000) $1,112 Shares 3,941 Est. Cost $231.48 Unrealized
VTWO Vanguard Russell 2000 ETF 0.1%
Value ($000) $1,104 Shares 12,355 Est. Cost $95.83 Unrealized
PM Philip Morris International Inc 0.1%
Value ($000) $1,099 Shares 9,054 Est. Cost $86.12 Unrealized +27.5%
TRV Travelers Cos Inc/The 0.1%
Value ($000) $1,093 Shares 4,667 Est. Cost $150.75 Unrealized +42.8%
VRTX Vertex Pharmaceuticals Inc 0.1%
Value ($000) $1,081 Shares 2,325 Est. Cost $279.40 Unrealized +71.9%
TDG TransDigm Group Inc 0.1%
Value ($000) $1,077 Shares 755 Est. Cost $760.78 Unrealized +51.5%
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF 0.1%
Value ($000) $1,066 Shares 11,389 Est. Cost $89.67 Unrealized
PNC PNC Financial Services Group Inc 0.1%
Value ($000) $1,065 Shares 5,763 Est. Cost $101.15 Unrealized +65.6%
PRF Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,062 Shares 26,150 Est. Cost $39.35 Unrealized
MU Micron Technology Inc 0.1%
Value ($000) $1,056 Shares 10,187 Est. Cost $84.48 Unrealized +23.1%
D Dominion Resources Inc 0.1%
Value ($000) $1,052 Shares 18,200 Est. Cost $47.64 Unrealized +7.4%
TJX TJX Companies Inc 0.1%
Value ($000) $1,049 Shares 8,926 Est. Cost $52.71 Unrealized +113.9%
COWZ Pacer US Cash Cows 100 ETF 0.1%
Value ($000) $1,044 Shares 18,060 Est. Cost $57.83 Unrealized
SPDW SPDR Portfolio Developed World ex-US ETF 0.1%
Value ($000) $1,043 Shares 27,758 Est. Cost $31.16 Unrealized
HSBC HSBC Holdings PLC 0.1%
Value ($000) $1,042 Shares 23,048 Est. Cost $31.18 Unrealized
EMXC iShares MSCI Emerging Markets ex China ETF 0.1%
Value ($000) $1,038 Shares 16,979 Est. Cost $56.38 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $1,037 Shares 3,432 Est. Cost $235.38 Unrealized +21.7%
MCK McKesson Corp 0.1%
Value ($000) $1,033 Shares 2,090 Est. Cost $424.21 Unrealized +30.4%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $1,010 Shares 10,372 Est. Cost $82.62 Unrealized
XLC Communication Services Select Sector SPDR Fund 0.1%
Value ($000) $1,008 Shares 11,146 Est. Cost $60.81 Unrealized
iShares iBonds Dec 2025 Term Treasury ETF 0.1%
Value ($000) $1,006 Shares 42,938 Est. Cost $23.42 Unrealized
FDX FedEx Corp 0.1%
Value ($000) $1,002 Shares 3,660 Est. Cost $204.68 Unrealized +37.4%
CASY Casey's General Stores Inc 0.1%
Value ($000) $990 Shares 2,636 Est. Cost $303.17 Unrealized +22.5%
DFUV Dimensional US Marketwide Value ETF 0.1%
Value ($000) $987 Shares 23,680 Est. Cost $33.93 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $984 Shares 12,500 Est. Cost $76.39 Unrealized
SCZ iShares MSCI EAFE Small-Cap ETF 0.1%
Value ($000) $984 Shares 14,528 Est. Cost $57.87 Unrealized
SMFG Sumitomo Mitsui Financial Group Inc 0.1%
Value ($000) $960 Shares 75,981 Est. Cost $6.84 Unrealized
BBY Best Buy Co Inc 0.1%
Value ($000) $954 Shares 9,234 Est. Cost $69.20 Unrealized +21.2%
SHEL SHELL ADR EACH REP 2 ORD 0.1%
Value ($000) $951 Shares 14,418 Est. Cost $56.64 Unrealized
DEO Diageo PLC 0.1%
Value ($000) $950 Shares 6,767 Est. Cost $144.79 Unrealized
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.1%
Value ($000) $948 Shares 17,539 Est. Cost $50.61 Unrealized
Lam Research Corp 0.0%
Value ($000) $937 Shares 1,148 Est. Cost $416.93 Unrealized
IUSG iShares Core S&P U.S. Growth ETF 0.0%
Value ($000) $937 Shares 7,100 Est. Cost $131.91 Unrealized
CME CME Group Inc 0.0%
Value ($000) $932 Shares 4,224 Est. Cost $115.33 Unrealized +70.3%
XEL Xcel Energy Inc 0.0%
Value ($000) $920 Shares 14,094 Est. Cost $33.04 Unrealized +71.2%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $917 Shares 17,800 Est. Cost $52.24 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $916 Shares 1,734 Est. Cost $406.05 Unrealized +17.7%
HYD VanEck High Yield Muni ETF 0.0%
Value ($000) $914 Shares 17,224 Est. Cost $53.07 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $909 Shares 4,526 Est. Cost $153.68 Unrealized
T AT&T Inc 0.0%
Value ($000) $906 Shares 41,173 Est. Cost $15.39 Unrealized +22.0%
KKR KKR & Co Inc 0.0%
Value ($000) $901 Shares 6,901 Est. Cost $90.27 Unrealized +30.1%
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0%
Value ($000) $892 Shares 19,178 Est. Cost $46.52 Unrealized
SO Southern Co 0.0%
Value ($000) $892 Shares 9,887 Est. Cost $68.88 Unrealized +18.5%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $889 Shares 211 Est. Cost $2601.20 Unrealized +45.9%
BDX Becton Dickinson and Co 0.0%
Value ($000) $884 Shares 3,666 Est. Cost $199.70 Unrealized +14.0%
ZTS Zoetis Inc 0.0%
Value ($000) $883 Shares 4,521 Est. Cost $122.12 Unrealized +48.5%
VFH Vanguard Financials ETF 0.0%
Value ($000) $879 Shares 8,000 Est. Cost $85.50 Unrealized
GLW Corning Inc 0.0%
Value ($000) $865 Shares 19,150 Est. Cost $28.16 Unrealized +45.1%
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $863 Shares 3,950 Est. Cost $178.21 Unrealized
EXPD Expeditors International of Washington Inc 0.0%
Value ($000) $861 Shares 6,549 Est. Cost $89.90 Unrealized +33.7%
DUK Duke Energy Corp 0.0%
Value ($000) $859 Shares 7,454 Est. Cost $85.54 Unrealized +23.8%
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.0%
Value ($000) $859 Shares 20,535 Est. Cost $31.48 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $855 Shares 6,534 Est. Cost $97.00 Unrealized +22.7%
KVUE Kenvue INC 0.0%
Value ($000) $851 Shares 36,777 Est. Cost $19.60 Unrealized +0.2%
NDAQ Nasdaq Inc 0.0%
Value ($000) $845 Shares 11,573 Est. Cost $58.72 Unrealized +14.2%
PII Polaris Inc 0.0%
Value ($000) $839 Shares 10,085 Est. Cost $112.82 Unrealized -28.0%
HSY Hershey Co/The 0.0%
Value ($000) $837 Shares 4,363 Est. Cost $188.75 Unrealized -1.4%
DFIV Dimensional International Value ETF 0.0%
Value ($000) $835 Shares 21,923 Est. Cost $33.06 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $833 Shares 5,608 Est. Cost $85.68 Unrealized +58.3%
FNDA Schwab Fundamental U.S. Small Company ETF 0.0%
Value ($000) $818 Shares 13,731 Est. Cost $48.18 Unrealized
RELX RELX PLC 0.0%
Value ($000) $813 Shares 17,136 Est. Cost $31.89 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $813 Shares 12,479 Est. Cost $51.57 Unrealized +24.2%
GVA Granite Construction Inc 0.0%
Value ($000) $812 Shares 10,237 Est. Cost $24.50 Unrealized +186.8%
CHKP Check Point Software Technologies Ltd 0.0%
Value ($000) $811 Shares 4,204 Est. Cost $120.75 Unrealized +51.6%
SCHG Schwab U.S. Large-Cap Growth ETF 0.0%
Value ($000) $808 Shares 7,760 Est. Cost $66.43 Unrealized
HEFA iShares Currency Hedged MSCI EAFE ETF 0.0%
Value ($000) $808 Shares 22,816 Est. Cost $32.71 Unrealized
BP BP PLC 0.0%
Value ($000) $808 Shares 25,732 Est. Cost $32.55 Unrealized
GEV GE Vernova Inc 0.0%
Value ($000) $805 Shares 3,159 Est. Cost $159.42 Unrealized +20.2%
RSG Republic Services Inc 0.0%
Value ($000) $804 Shares 4,004 Est. Cost $169.94 Unrealized +16.5%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $791 Shares 7,453 Est. Cost $105.85 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $791 Shares 10,094 Est. Cost $67.96 Unrealized
VSS Vanguard FTSE All World ex-US Small-Cap ETF 0.0%
Value ($000) $786 Shares 6,242 Est. Cost $100.73 Unrealized
GE GE Aerospace Com 0.0%
Value ($000) $776 Shares 4,115 Est. Cost $90.33 Unrealized +85.9%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $757 Shares 720 Est. Cost $909.15 Unrealized +21.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $756 Shares 6,245 Est. Cost $65.31 Unrealized +69.3%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $754 Shares 5,580 Est. Cost $98.52 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $752 Shares 9,337 Est. Cost $26.92 Unrealized +154.6%
RACE Ferrari NV 0.0%
Value ($000) $747 Shares 1,589 Est. Cost $260.94 Unrealized +71.9%
CVS CVS Health Corp 0.0%
Value ($000) $746 Shares 11,858 Est. Cost $62.00 Unrealized -11.0%
EQIX Equinix Inc 0.0%
Value ($000) $745 Shares 839 Est. Cost $660.93 Unrealized +20.2%
ING ING Groep NV 0.0%
Value ($000) $742 Shares 40,837 Est. Cost $8.83 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $741 Shares 3,356 Est. Cost $209.91 Unrealized 0.0%
GEHC GE HealthCare Technologies Inc 0.0%
Value ($000) $738 Shares 7,859 Est. Cost $74.55 Unrealized +12.3%
ADSK Autodesk Inc 0.0%
Value ($000) $735 Shares 2,669 Est. Cost $204.55 Unrealized +23.1%
LH Labcorp Holdings Inc 0.0%
Value ($000) $724 Shares 3,240 Est. Cost $199.50 Unrealized +8.4%
TotalEnergies SE 0.0%
Value ($000) $719 Shares 11,133 Est. Cost $67.12 Unrealized
HPQ HP Inc 0.0%
Value ($000) $719 Shares 20,055 Est. Cost $17.29 Unrealized +92.3%
CCI Crown Castle Inc 0.0%
Value ($000) $715 Shares 6,025 Est. Cost $101.14 Unrealized +0.9%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $710 Shares 2,985 Est. Cost $183.34 Unrealized +22.5%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $710 Shares 6,831 Est. Cost $88.54 Unrealized +5.1%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $701 Shares 3,040 Est. Cost $138.44 Unrealized +55.8%
OKE ONEOK Inc 0.0%
Value ($000) $701 Shares 7,689 Est. Cost $60.87 Unrealized +33.9%
BRK/A Berkshire Hathaway Inc 0.0%
Value ($000) $691 Shares 1 Est. Cost $199512.94 Unrealized +232.8%
PYPL PayPal Holdings INC 0.0%
Value ($000) $690 Shares 8,849 Est. Cost $92.43 Unrealized -27.8%
VIOO Vanguard S&P Small-Cap 600 ETF 0.0%
Value ($000) $689 Shares 6,373 Est. Cost $123.85 Unrealized
BHP Bhp Billiton Ltd 0.0%
Value ($000) $687 Shares 11,064 Est. Cost $67.45 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $687 Shares 20,277 Est. Cost $21.56 Unrealized +36.5%
MCO Moody's Corp 0.0%
Value ($000) $686 Shares 1,446 Est. Cost $303.24 Unrealized +51.3%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $685 Shares 4,207 Est. Cost $94.56 Unrealized +73.4%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $683 Shares 16,444 Est. Cost $28.21 Unrealized
DFAT Dimensional US Targeted Value ETF 0.0%
Value ($000) $682 Shares 12,251 Est. Cost $44.40 Unrealized
DHI DR Horton Inc 0.0%
Value ($000) $678 Shares 3,552 Est. Cost $144.53 Unrealized +19.8%
PH Parker Hannifin Corp 0.0%
Value ($000) $674 Shares 1,067 Est. Cost $341.71 Unrealized +64.0%
GMUN Goldman Sachs Community Municipal Bond ETF 0.0%
Value ($000) $669 Shares 13,310 Est. Cost $49.19 Unrealized
ALK Alaska Air Group Inc 0.0%
Value ($000) $666 Shares 14,731 Est. Cost $46.65 Unrealized -18.7%
IBDT iShares iBonds Dec 2028 Term Corporate ETF 0.0%
Value ($000) $664 Shares 26,000 Est. Cost $24.96 Unrealized
Landsea Homes Corporation 0.0%
Value ($000) $643 Shares 52,038 Est. Cost $8.95 Unrealized
IBDS iShares iBonds Dec 2027 Term Corporate ETF 0.0%
Value ($000) $634 Shares 26,000 Est. Cost $23.88 Unrealized
IBDR iShares iBonds Dec 2026 Term Corporate ETF 0.0%
Value ($000) $632 Shares 26,000 Est. Cost $23.81 Unrealized
UBS UBS Group AG 0.0%
Value ($000) $631 Shares 20,423 Est. Cost $17.70 Unrealized +69.7%
NUE Nucor Corp 0.0%
Value ($000) $629 Shares 4,182 Est. Cost $61.47 Unrealized +138.8%
WAFD WaFd Inc 0.0%
Value ($000) $628 Shares 18,028 Est. Cost $25.54 Unrealized +26.0%
DLR Digital Realty Trust INC 0.0%
Value ($000) $627 Shares 3,877 Est. Cost $98.66 Unrealized +48.9%
HCA HCA Healthcare Inc 0.0%
Value ($000) $626 Shares 1,541 Est. Cost $217.90 Unrealized +66.2%
MUFG Mitsubishi UFJ Financial Group Inc 0.0%
Value ($000) $625 Shares 61,405 Est. Cost $4.58 Unrealized
SYLD Cambria Shareholder Yield ETF 0.0%
Value ($000) $624 Shares 8,620 Est. Cost $68.28 Unrealized
DFEV Dimensional Emerging Markets Value ETF 0.0%
Value ($000) $618 Shares 21,719 Est. Cost $24.70 Unrealized
MTZ MasTec Inc 0.0%
Value ($000) $616 Shares 5,005 Est. Cost $62.38 Unrealized +75.0%
IBDU iShares iBonds Dec 2029 Term Corporate ETF 0.0%
Value ($000) $611 Shares 26,000 Est. Cost $22.85 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $608 Shares 3,599 Est. Cost $100.31 Unrealized +47.1%
DY Dycom Industries Inc 0.0%
Value ($000) $602 Shares 3,053 Est. Cost $34.55 Unrealized +422.3%
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $595 Shares 2,766 Est. Cost $191.05 Unrealized +7.0%
ALL Allstate Corp/The 0.0%
Value ($000) $590 Shares 3,110 Est. Cost $147.70 Unrealized +17.0%
SAN Banco Santander SA 0.0%
Value ($000) $589 Shares 115,557 Est. Cost $3.45 Unrealized
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $588 Shares 24,349 Est. Cost $25.31 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $585 Shares 4,003 Est. Cost $77.35 Unrealized +77.5%
MELI MercadoLibre Inc 0.0%
Value ($000) $581 Shares 283 Est. Cost $1635.32 Unrealized +15.1%
IBDV iShares iBonds Dec 2030 Term Corporate ETF 0.0%
Value ($000) $576 Shares 26,000 Est. Cost $20.54 Unrealized
ON ON Semiconductor Corp 0.0%
Value ($000) $575 Shares 7,925 Est. Cost $36.06 Unrealized +101.9%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $572 Shares 19,590 Est. Cost $27.60 Unrealized
RIO Rio Tinto PLC 0.0%
Value ($000) $566 Shares 7,953 Est. Cost $60.64 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $564 Shares 4,405 Est. Cost $72.75 Unrealized +56.5%
LEN Lennar Corp 0.0%
Value ($000) $562 Shares 2,996 Est. Cost $70.71 Unrealized +132.3%
CSX CSX Corp 0.0%
Value ($000) $562 Shares 16,263 Est. Cost $28.98 Unrealized +14.6%
iShares iBonds Dec 2025 Term Corporate ETF 0.0%
Value ($000) $552 Shares 22,000 Est. Cost $24.69 Unrealized
SCHC Schwab International Small-Cap Equity ETF 0.0%
Value ($000) $549 Shares 14,255 Est. Cost $32.44 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $549 Shares 18,862 Est. Cost $40.69 Unrealized
FALN iShares Fallen Angels USD Bond ETF 0.0%
Value ($000) $547 Shares 20,000 Est. Cost $28.57 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $547 Shares 6,062 Est. Cost $44.91 Unrealized +80.8%
CRWD Crowdstrike Holdings Inc 0.0%
Value ($000) $546 Shares 1,947 Est. Cost $253.65 Unrealized +12.0%
PAYX Paychex Inc 0.0%
Value ($000) $545 Shares 4,064 Est. Cost $86.99 Unrealized +40.2%
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $541 Shares 49,953 Est. Cost $5.58 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $536 Shares 5,352 Est. Cost $73.37 Unrealized +27.7%
TFC Truist Financial Corp 0.0%
Value ($000) $534 Shares 12,497 Est. Cost $27.53 Unrealized +43.8%
NWG Natwest Group Adr Rep 2 Ord 0.0%
Value ($000) $534 Shares 57,055 Est. Cost $5.15 Unrealized
DAR Darling Ingredients Inc 0.0%
Value ($000) $532 Shares 14,311 Est. Cost $57.28 Unrealized -34.2%
MCHP Microchip Technology Inc 0.0%
Value ($000) $528 Shares 6,578 Est. Cost $67.82 Unrealized +16.8%
SCHO Schwab Short-Term U.S. Treasury ETF 0.0%
Value ($000) $528 Shares 10,771 Est. Cost $49.89 Unrealized
IQLT iShares MSCI Intl Quality Factor ETF 0.0%
Value ($000) $527 Shares 12,707 Est. Cost $35.77 Unrealized
HRB H&R Block Inc 0.0%
Value ($000) $523 Shares 8,227 Est. Cost $27.93 Unrealized +104.6%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $522 Shares 6,956 Est. Cost $72.54 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $511 Shares 4,313 Est. Cost $119.92 Unrealized -5.0%
SCHV Schwab U.S. Large-Cap Value ETF 0.0%
Value ($000) $511 Shares 6,360 Est. Cost $54.72 Unrealized
MET MetLife Inc 0.0%
Value ($000) $504 Shares 6,105 Est. Cost $46.79 Unrealized +53.6%
FTNT Fortinet Inc 0.0%
Value ($000) $496 Shares 6,402 Est. Cost $67.00 Unrealized +2.0%
BX Blackstone Inc 0.0%
Value ($000) $494 Shares 3,226 Est. Cost $108.32 Unrealized +23.4%
BAX Baxter International Inc 0.0%
Value ($000) $491 Shares 12,940 Est. Cost $32.05 Unrealized +11.5%
SNPS Synopsys Inc 0.0%
Value ($000) $488 Shares 964 Est. Cost $530.37 Unrealized +1.2%
CPRT Copart Inc 0.0%
Value ($000) $487 Shares 9,301 Est. Cost $41.67 Unrealized +24.6%
AER AerCap Holdings NV 0.0%
Value ($000) $486 Shares 5,128 Est. Cost $66.28 Unrealized +39.8%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $485 Shares 4,492 Est. Cost $84.18 Unrealized +27.8%
F Ford Motor Co 0.0%
Value ($000) $473 Shares 44,761 Est. Cost $10.40 Unrealized +0.4%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $469 Shares 5,552 Est. Cost $72.69 Unrealized
IOO iShares Global 100 ETF 0.0%
Value ($000) $466 Shares 4,704 Est. Cost $68.88 Unrealized
GDX VanEck Gold Miners ETF/USA 0.0%
Value ($000) $459 Shares 11,538 Est. Cost $31.62 Unrealized
GSK GSK PLC 0.0%
Value ($000) $459 Shares 11,228 Est. Cost $35.49 Unrealized
AEP American Electric Power Co Inc 0.0%
Value ($000) $459 Shares 4,473 Est. Cost $80.19 Unrealized +16.0%
ACWX iShares MSCI ACWI ex US ETF 0.0%
Value ($000) $458 Shares 8,000 Est. Cost $48.77 Unrealized
IJS iShares S&P Small-Cap 600 Value ETF 0.0%
Value ($000) $457 Shares 4,243 Est. Cost $107.66 Unrealized
CNC Centene Corp 0.0%
Value ($000) $454 Shares 6,029 Est. Cost $67.79 Unrealized +8.1%
iShares iBonds Dec 2024 Term Corporate ETF 0.0%
Value ($000) $454 Shares 18,000 Est. Cost $24.89 Unrealized
MLPA Global X MLP ETF 0.0%
Value ($000) $453 Shares 9,439 Est. Cost $41.68 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $452 Shares 19,356 Est. Cost $14.04 Unrealized +46.8%
FICO Fair Isaac Corp 0.0%
Value ($000) $451 Shares 232 Est. Cost $1710.97 Unrealized 0.0%
PSA Public Storage 0.0%
Value ($000) $448 Shares 1,232 Est. Cost $254.97 Unrealized +20.2%
MO Altria Group Inc 0.0%
Value ($000) $445 Shares 8,725 Est. Cost $36.15 Unrealized +26.0%
URI United Rentals Inc 0.0%
Value ($000) $444 Shares 548 Est. Cost $419.67 Unrealized +69.4%
TROW T Rowe Price Group Inc 0.0%
Value ($000) $444 Shares 4,073 Est. Cost $103.02 Unrealized -0.8%
VIGI Vanguard International Dividend Appreciation ETF 0.0%
Value ($000) $441 Shares 5,000 Est. Cost $81.28 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $439 Shares 3,573 Est. Cost $104.40 Unrealized +15.3%
OMC Omnicom Group Inc 0.0%
Value ($000) $438 Shares 4,237 Est. Cost $66.93 Unrealized +36.5%
CMI Cummins Inc 0.0%
Value ($000) $436 Shares 1,346 Est. Cost $175.91 Unrealized +63.7%
CEG Constellation Energy Corp 0.0%
Value ($000) $436 Shares 1,675 Est. Cost $147.31 Unrealized +33.8%
TLT iShares 20plus Year Treasury Bond ETF 0.0%
Value ($000) $429 Shares 4,374 Est. Cost $102.11 Unrealized
KR Kroger Co/The 0.0%
Value ($000) $429 Shares 7,488 Est. Cost $28.26 Unrealized +84.5%
SYF Synchrony Financial 0.0%
Value ($000) $423 Shares 8,488 Est. Cost $27.89 Unrealized +69.3%
BCS Barclays PLC 0.0%
Value ($000) $421 Shares 34,670 Est. Cost $7.95 Unrealized
C Citigroup Inc 0.0%
Value ($000) $420 Shares 6,707 Est. Cost $59.42 Unrealized 0.0%
NEM Newmont Corp 0.0%
Value ($000) $416 Shares 7,791 Est. Cost $40.17 Unrealized +20.5%
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $415 Shares 4,295 Est. Cost $55.12 Unrealized
UNM Unum Group 0.0%
Value ($000) $414 Shares 6,970 Est. Cost $27.94 Unrealized +94.4%
CCEP Coca-Cola Europacific Partners PLC 0.0%
Value ($000) $414 Shares 5,254 Est. Cost $60.25 Unrealized +21.9%
COR Cencora Inc 0.0%
Value ($000) $413 Shares 1,834 Est. Cost $190.56 Unrealized +20.5%
TTD Trade Desk Inc/The 0.0%
Value ($000) $410 Shares 3,743 Est. Cost $79.47 Unrealized +25.6%
IDXX IDEXX Laboratories Inc 0.0%
Value ($000) $410 Shares 811 Est. Cost $476.91 Unrealized +1.9%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $410 Shares 8,509 Est. Cost $48.74 Unrealized
IT Gartner Inc 0.0%
Value ($000) $408 Shares 806 Est. Cost $347.42 Unrealized +38.4%
KEY KeyCorp 0.0%
Value ($000) $403 Shares 24,074 Est. Cost $11.66 Unrealized +27.4%
MRNA Moderna Inc 0.0%
Value ($000) $402 Shares 6,019 Est. Cost $118.93 Unrealized -22.8%
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $400 Shares 31,298 Est. Cost $17.16 Unrealized -20.8%
CHTR Charter Communications Inc 0.0%
Value ($000) $400 Shares 1,233 Est. Cost $365.63 Unrealized -8.0%
BKR Baker Hughes Co 0.0%
Value ($000) $397 Shares 10,975 Est. Cost $17.37 Unrealized +96.6%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $395 Shares 2,486 Est. Cost $135.78 Unrealized +4.8%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $393 Shares 5,958 Est. Cost $79.53 Unrealized -8.6%
GRMN Garmin Ltd 0.0%
Value ($000) $391 Shares 2,221 Est. Cost $98.20 Unrealized +72.0%
RMD ResMed Inc 0.0%
Value ($000) $389 Shares 1,593 Est. Cost $156.84 Unrealized +40.8%
HIG Hartford Financial Services Group Inc/The 0.0%
Value ($000) $389 Shares 3,305 Est. Cost $68.05 Unrealized +57.3%
ATO Atmos Energy Corp 0.0%
Value ($000) $387 Shares 2,793 Est. Cost $91.90 Unrealized +35.4%
STM STMicroelectronics NV 0.0%
Value ($000) $384 Shares 12,918 Est. Cost $39.72 Unrealized
USFR WisdomTree Floating Rate Treasury Fund 0.0%
Value ($000) $384 Shares 7,646 Est. Cost $50.32 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $382 Shares 8,321 Est. Cost $45.86 Unrealized
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $381 Shares 412 Est. Cost $587.68 Unrealized +45.2%
VCEL Vericel Corp 0.0%
Value ($000) $381 Shares 9,015 Est. Cost $27.32 Unrealized +74.2%
ARE Alexandria Real Estate Equities Inc 0.0%
Value ($000) $378 Shares 3,187 Est. Cost $96.87 Unrealized +12.8%
James Hardie Industries PLC 0.0%
Value ($000) $378 Shares 9,420 Est. Cost $27.17 Unrealized
TFI SPDR Nuveen Bloomberg Municipal Bond ETF 0.0%
Value ($000) $378 Shares 8,075 Est. Cost $46.80 Unrealized
MAS Masco Corp 0.0%
Value ($000) $376 Shares 4,482 Est. Cost $40.79 Unrealized +81.5%
WDAY Workday Inc 0.0%
Value ($000) $376 Shares 1,538 Est. Cost $215.40 Unrealized +9.6%
ALB Albemarle Corp 0.0%
Value ($000) $375 Shares 3,964 Est. Cost $167.21 Unrealized -48.4%
WSO Watsco Inc 0.0%
Value ($000) $375 Shares 762 Est. Cost $295.58 Unrealized +62.6%
IBDW iShares iBonds Dec 2031 Term Corporate ETF 0.0%
Value ($000) $371 Shares 17,500 Est. Cost $19.39 Unrealized
DB Deutsche Bank AG 0.0%
Value ($000) $367 Shares 21,204 Est. Cost $8.35 Unrealized +87.2%
TRU TransUnion 0.0%
Value ($000) $366 Shares 3,499 Est. Cost $75.70 Unrealized +18.3%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.0%
Value ($000) $365 Shares 3,460 Est. Cost $125.10 Unrealized
SCHR Schwab Intermediate-Term U.S. Treasury ETF 0.0%
Value ($000) $365 Shares 7,205 Est. Cost $48.77 Unrealized
PHG Koninklijke Philips NV 0.0%
Value ($000) $359 Shares 10,974 Est. Cost $18.98 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $359 Shares 1,473 Est. Cost $207.42 Unrealized
BN Brookfield Corp 0.0%
Value ($000) $358 Shares 6,736 Est. Cost $22.17 Unrealized +41.1%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $355 Shares 7,115 Est. Cost $35.11 Unrealized +26.0%
TXT Textron Inc 0.0%
Value ($000) $354 Shares 4,001 Est. Cost $66.25 Unrealized +33.0%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $354 Shares 1,997 Est. Cost $100.98 Unrealized +57.7%
R Ryder System Inc 0.0%
Value ($000) $354 Shares 2,429 Est. Cost $104.90 Unrealized +29.2%
KHC Kraft Heinz Co/The 0.0%
Value ($000) $354 Shares 10,075 Est. Cost $26.59 Unrealized +19.7%
ESGU iShares ESG Aware MSCI USA ETF 0.0%
Value ($000) $354 Shares 2,803 Est. Cost $126.18 Unrealized
DECK Deckers Outdoor Corp 0.0%
Value ($000) $354 Shares 2,218 Est. Cost $141.99 Unrealized +7.4%
GUNR FlexShares Global Upstream Natural Resources Index Fund 0.0%
Value ($000) $352 Shares 8,528 Est. Cost $38.88 Unrealized
HDB HDFC Bank LTD 0.0%
Value ($000) $349 Shares 5,580 Est. Cost $67.01 Unrealized
AN AutoNation Inc 0.0%
Value ($000) $348 Shares 1,947 Est. Cost $140.34 Unrealized +22.4%
PFF iShares Preferred and Income Securities ETF 0.0%
Value ($000) $347 Shares 10,451 Est. Cost $31.55 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $345 Shares 2,060 Est. Cost $142.59 Unrealized
FCNCA First Citizens BancShares Inc/NC 0.0%
Value ($000) $344 Shares 187 Est. Cost $1147.79 Unrealized +65.3%
TSCO Tractor Supply Co 0.0%
Value ($000) $343 Shares 1,178 Est. Cost $42.78 Unrealized +22.8%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $342 Shares 4,764 Est. Cost $45.00 Unrealized +41.9%
MKC McCormick & Co Inc/MD 0.0%
Value ($000) $342 Shares 4,153 Est. Cost $72.70 Unrealized +3.3%
Marathon Oil Corp 0.0%
Value ($000) $342 Shares 12,829 Est. Cost $10.14 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $338 Shares 2,259 Est. Cost $109.71 Unrealized +27.5%
WTRG Essential Utilities Inc 0.0%
Value ($000) $338 Shares 8,762 Est. Cost $37.17 Unrealized +5.7%
CC Chemours Co/The 0.0%
Value ($000) $335 Shares 16,486 Est. Cost $19.29 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $331 Shares 7,738 Est. Cost $25.93 Unrealized +48.8%
ITM VanEck Intermediate Muni ETF 0.0%
Value ($000) $331 Shares 7,042 Est. Cost $49.14 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $329 Shares 2,973 Est. Cost $84.60 Unrealized +21.0%
CTLP Cantaloupe Inc 0.0%
Value ($000) $327 Shares 44,239 Est. Cost $10.97 Unrealized -37.4%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $326 Shares 2,294 Est. Cost $80.31 Unrealized +67.1%
RC Ready Capital Corp 0.0%
Value ($000) $324 Shares 42,495 Est. Cost $11.28 Unrealized
JCI Johnson Controls International plc 0.0%
Value ($000) $324 Shares 4,176 Est. Cost $51.25 Unrealized +34.6%
NEOG Neogen Corp 0.0%
Value ($000) $323 Shares 19,186 Est. Cost $18.57 Unrealized -11.4%
RNAM Avidity Biosciences Inc 0.0%
Value ($000) $321 Shares 6,990 Est. Cost $28.69 Unrealized +51.2%
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $320 Shares 3,051 Est. Cost $78.78 Unrealized +22.6%
DVN Devon Energy Corp 0.0%
Value ($000) $320 Shares 8,182 Est. Cost $39.63 Unrealized +6.4%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $317 Shares 3,301 Est. Cost $71.58 Unrealized +18.9%
TENB Tenable Holdings Inc 0.0%
Value ($000) $315 Shares 7,781 Est. Cost $41.99 Unrealized -0.7%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $315 Shares 1,176 Est. Cost $208.32 Unrealized +28.7%
CFG Citizens Financial Group Inc 0.0%
Value ($000) $313 Shares 7,633 Est. Cost $25.94 Unrealized +48.1%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $313 Shares 3,733 Est. Cost $62.59 Unrealized +22.4%
MOS Mosaic Co/The 0.0%
Value ($000) $313 Shares 11,671 Est. Cost $29.83 Unrealized -11.8%
VRSN VeriSign Inc 0.0%
Value ($000) $311 Shares 1,639 Est. Cost $176.94 Unrealized +1.0%
GLD SPDR Gold Shares 0.0%
Value ($000) $311 Shares 1,279 Est. Cost $243.06 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $311 Shares 2,496 Est. Cost $109.03 Unrealized 0.0%
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 0.0%
Value ($000) $310 Shares 5,883 Est. Cost $58.38 Unrealized
MFG Mizuho Financial Group Inc 0.0%
Value ($000) $309 Shares 73,928 Est. Cost $2.79 Unrealized
ERIC Telefonaktiebolaget L M Ericsson 0.0%
Value ($000) $309 Shares 40,744 Est. Cost $6.35 Unrealized
BTI British American Tobacco PLC 0.0%
Value ($000) $308 Shares 8,431 Est. Cost $31.16 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $307 Shares 2,739 Est. Cost $76.45 Unrealized +23.2%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $306 Shares 6,000 Est. Cost $50.68 Unrealized
CyberArk Software Ltd 0.0%
Value ($000) $306 Shares 1,050 Est. Cost $163.77 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $305 Shares 566 Est. Cost $542.38 Unrealized -1.1%
VONV Vanguard Russell 1000 Value 0.0%
Value ($000) $301 Shares 3,614 Est. Cost $66.58 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $300 Shares 2,146 Est. Cost $90.13 Unrealized +47.3%
APO Apollo Global Management Inc 0.0%
Value ($000) $299 Shares 2,392 Est. Cost $81.05 Unrealized +39.7%
NGG National Grid PLC 0.0%
Value ($000) $297 Shares 4,257 Est. Cost $63.20 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $296 Shares 7,898 Est. Cost $31.69 Unrealized +6.1%
AFL Aflac Inc 0.0%
Value ($000) $295 Shares 2,639 Est. Cost $84.89 Unrealized +16.3%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $295 Shares 2,451 Est. Cost $82.32 Unrealized
AMG Affiliated Managers Group Inc 0.0%
Value ($000) $295 Shares 1,658 Est. Cost $169.81 Unrealized 0.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $294 Shares 2,827 Est. Cost $71.59 Unrealized +31.9%
BUD Anheuser-Busch InBev SA/NV 0.0%
Value ($000) $293 Shares 4,424 Est. Cost $59.73 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $293 Shares 4,675 Est. Cost $49.97 Unrealized
XYZ Block Inc 0.0%
Value ($000) $293 Shares 4,361 Est. Cost $57.24 Unrealized +12.9%
BRO Brown & Brown Inc 0.0%
Value ($000) $291 Shares 2,808 Est. Cost $98.62 Unrealized 0.0%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $290 Shares 8,020 Est. Cost $40.47 Unrealized
VOYA Voya Financial Inc 0.0%
Value ($000) $289 Shares 3,646 Est. Cost $67.24 Unrealized +2.5%
ACWV iShares MSCI Global Min Vol Factor ETF 0.0%
Value ($000) $286 Shares 2,500 Est. Cost $100.32 Unrealized
HLN HALEON ADR REP 2 ORD 0.0%
Value ($000) $286 Shares 27,043 Est. Cost $8.35 Unrealized
CRH CRH PLC 0.0%
Value ($000) $286 Shares 3,080 Est. Cost $55.25 Unrealized +49.9%
SLB Schlumberger Ltd 0.0%
Value ($000) $284 Shares 6,779 Est. Cost $48.44 Unrealized -11.9%
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $284 Shares 3,423 Est. Cost $73.15 Unrealized
Nuveen Select Maturities Municipal Fund 0.0%
Value ($000) $283 Shares 30,600 Est. Cost $9.62 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $282 Shares 3,525 Est. Cost $69.07 Unrealized 0.0%
VKTX Viking Therapeutics Inc 0.0%
Value ($000) $282 Shares 4,462 Est. Cost $58.67 Unrealized 0.0%
EWBC East West Bancorp Inc 0.0%
Value ($000) $280 Shares 3,382 Est. Cost $59.13 Unrealized +30.3%
STLD Steel Dynamics Inc 0.0%
Value ($000) $279 Shares 2,213 Est. Cost $38.96 Unrealized +205.1%
FIX Comfort Systems USA Inc 0.0%
Value ($000) $278 Shares 713 Est. Cost $253.75 Unrealized +29.2%
WEC Wec Energy Group Inc 0.0%
Value ($000) $277 Shares 2,883 Est. Cost $84.61 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $277 Shares 965 Est. Cost $315.33 Unrealized 0.0%
CBOE Cboe Global Markets Inc 0.0%
Value ($000) $276 Shares 1,348 Est. Cost $169.18 Unrealized +14.9%
AGZ iShares Agency Bond ETF 0.0%
Value ($000) $276 Shares 2,500 Est. Cost $117.20 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $275 Shares 6,207 Est. Cost $34.37 Unrealized +15.9%
IHG InterContinental Hotels Group PLC 0.0%
Value ($000) $274 Shares 2,484 Est. Cost $78.92 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $272 Shares 4,184 Est. Cost $51.04 Unrealized +10.3%
ARES Ares Management Corp 0.0%
Value ($000) $272 Shares 1,748 Est. Cost $102.46 Unrealized +36.4%
PEG Public Service Enterprise Group Inc 0.0%
Value ($000) $270 Shares 3,030 Est. Cost $57.90 Unrealized +31.9%
EMBJ Embraer SA 0.0%
Value ($000) $269 Shares 7,606 Est. Cost $26.64 Unrealized
CNI Canadian National Railway Co 0.0%
Value ($000) $265 Shares 2,266 Est. Cost $114.76 Unrealized -1.3%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $265 Shares 2,005 Est. Cost $116.29 Unrealized
OC Owens Corning 0.0%
Value ($000) $264 Shares 1,497 Est. Cost $132.46 Unrealized +27.1%
MTUM iShares MSCI USA Momentum Factor ETF 0.0%
Value ($000) $264 Shares 1,302 Est. Cost $194.87 Unrealized
GWW WW Grainger Inc 0.0%
Value ($000) $264 Shares 254 Est. Cost $956.89 Unrealized 0.0%
BG Bunge Global SA 0.0%
Value ($000) $264 Shares 2,729 Est. Cost $88.20 Unrealized +10.8%
PWR Quanta Services Inc 0.0%
Value ($000) $263 Shares 882 Est. Cost $263.91 Unrealized 0.0%
VYMI Vanguard International High Dividend Yield ETF 0.0%
Value ($000) $262 Shares 3,566 Est. Cost $63.20 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $262 Shares 449 Est. Cost $512.45 Unrealized +4.1%
LASR nLight Inc 0.0%
Value ($000) $262 Shares 24,484 Est. Cost $12.44 Unrealized -9.1%
ZS Zscaler Inc 0.0%
Value ($000) $262 Shares 1,531 Est. Cost $182.63 Unrealized 0.0%
HUM Humana Inc 0.0%
Value ($000) $262 Shares 826 Est. Cost $338.00 Unrealized +3.2%
WMB Williams Cos Inc/The 0.0%
Value ($000) $261 Shares 5,728 Est. Cost $18.23 Unrealized +129.0%
ROST Ross Stores Inc 0.0%
Value ($000) $260 Shares 1,727 Est. Cost $145.34 Unrealized 0.0%
PCTY Paylocity Holding Corp 0.0%
Value ($000) $260 Shares 1,575 Est. Cost $154.80 Unrealized -1.7%
EA Electronic Arts Inc 0.0%
Value ($000) $260 Shares 1,810 Est. Cost $131.84 Unrealized +9.2%
JSML Janus Henderson Small Cap Growth Alpha ETF 0.0%
Value ($000) $259 Shares 3,955 Est. Cost $56.79 Unrealized
GM General Motors Co 0.0%
Value ($000) $257 Shares 5,740 Est. Cost $38.00 Unrealized +20.2%
CCK Crown Holdings Inc 0.0%
Value ($000) $257 Shares 2,679 Est. Cost $84.85 Unrealized 0.0%
VLO Valero Energy Corp 0.0%
Value ($000) $256 Shares 1,898 Est. Cost $85.84 Unrealized +62.4%
COTY Coty Inc 0.0%
Value ($000) $255 Shares 27,202 Est. Cost $5.27 Unrealized +80.8%
O Realty Income Corp 0.0%
Value ($000) $254 Shares 4,010 Est. Cost $48.62 Unrealized +13.1%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $254 Shares 1,637 Est. Cost $126.89 Unrealized +14.9%
ADM Archer-Daniels-Midland Co 0.0%
Value ($000) $253 Shares 4,233 Est. Cost $59.30 Unrealized -2.5%
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $252 Shares 5,017 Est. Cost $48.06 Unrealized
PHM PulteGroup Inc 0.0%
Value ($000) $252 Shares 1,755 Est. Cost $84.23 Unrealized +49.3%
ES Eversource Energy Com 0.0%
Value ($000) $251 Shares 3,691 Est. Cost $63.92 Unrealized -5.6%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $251 Shares 7,913 Est. Cost $27.38 Unrealized
IVLU iShares MSCI Intl Value Factor ETF 0.0%
Value ($000) $251 Shares 8,500 Est. Cost $25.32 Unrealized
MTB M&T Bank Corp 0.0%
Value ($000) $248 Shares 1,392 Est. Cost $138.95 Unrealized +14.5%
TEL TE Connectivity PLC 0.0%
Value ($000) $246 Shares 1,627 Est. Cost $146.90 Unrealized 0.0%
RGA Reinsurance Group of America Inc 0.0%
Value ($000) $245 Shares 1,125 Est. Cost $212.60 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $245 Shares 6,037 Est. Cost $31.84 Unrealized +12.3%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $245 Shares 915 Est. Cost $217.79 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $244 Shares 2,471 Est. Cost $85.46 Unrealized +17.7%
TTEK Tetra Tech Inc 0.0%
Value ($000) $244 Shares 5,164 Est. Cost $44.50 Unrealized 0.0%
HYMB SPDR Nuveen S&P High Yield Municipal Bond ETF 0.0%
Value ($000) $243 Shares 9,268 Est. Cost $25.32 Unrealized
BURL Burlington Stores Inc 0.0%
Value ($000) $243 Shares 923 Est. Cost $258.80 Unrealized 0.0%
CP Canadian Pacific Kansas City Limited 0.0%
Value ($000) $243 Shares 2,839 Est. Cost $77.92 Unrealized +4.5%
ALGN Align Technology Inc 0.0%
Value ($000) $241 Shares 949 Est. Cost $235.95 Unrealized 0.0%
HUBS HubSpot Inc 0.0%
Value ($000) $241 Shares 453 Est. Cost $502.22 Unrealized 0.0%
FANG Diamondback Energy Inc 0.0%
Value ($000) $238 Shares 1,383 Est. Cost $188.32 Unrealized -1.7%
EQR Equity Residential 0.0%
Value ($000) $238 Shares 3,191 Est. Cost $61.38 Unrealized +10.9%
SRE Sempra Energy 0.0%
Value ($000) $237 Shares 2,828 Est. Cost $76.37 Unrealized 0.0%
IX ORIX Corp 0.0%
Value ($000) $235 Shares 2,028 Est. Cost $110.22 Unrealized
NICE NICE Ltd 0.0%
Value ($000) $235 Shares 1,351 Est. Cost $173.67 Unrealized
TELFY Telefonica SA 0.0%
Value ($000) $234 Shares 48,076 Est. Cost $4.14 Unrealized
OBDC Blue Owl Capital Corp 0.0%
Value ($000) $233 Shares 16,000 Est. Cost $9.92 Unrealized +27.8%
VRT Vertiv Holdings Co 0.0%
Value ($000) $232 Shares 2,335 Est. Cost $82.73 Unrealized 0.0%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $232 Shares 16,322 Est. Cost $15.41 Unrealized
TRI Thomson Reuters Corp 0.0%
Value ($000) $232 Shares 1,357 Est. Cost $128.15 Unrealized +26.2%
CHE Chemed Corp 0.0%
Value ($000) $231 Shares 385 Est. Cost $555.51 Unrealized +1.5%
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $231 Shares 857 Est. Cost $242.49 Unrealized 0.0%
STKL SunOpta Inc 0.0%
Value ($000) $231 Shares 36,130 Est. Cost $5.48 Unrealized +6.9%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $230 Shares 1,305 Est. Cost $166.06 Unrealized 0.0%
BlackRock 2037 Municipal Target Term Trust 0.0%
Value ($000) $230 Shares 9,000 Est. Cost $24.70 Unrealized
MT ArcelorMittal 0.0%
Value ($000) $230 Shares 8,748 Est. Cost $26.26 Unrealized
WPP WPP PLC 0.0%
Value ($000) $229 Shares 4,470 Est. Cost $47.57 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $227 Shares 774 Est. Cost $279.16 Unrealized 0.0%
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $227 Shares 72,858 Est. Cost $2.30 Unrealized
IXJ iShares Global Healthcare ETF 0.0%
Value ($000) $227 Shares 2,308 Est. Cost $98.16 Unrealized
PODD Insulet Corp 0.0%
Value ($000) $226 Shares 972 Est. Cost $205.35 Unrealized 0.0%
PCYO Pure Cycle Corp 0.0%
Value ($000) $226 Shares 21,000 Est. Cost $12.45 Unrealized -17.7%
IVZ Invesco Ltd 0.0%
Value ($000) $226 Shares 12,865 Est. Cost $8.38 Unrealized +84.4%
HOOD Robinhood Markets Inc 0.0%
Value ($000) $226 Shares 9,634 Est. Cost $19.58 Unrealized +7.7%
SNA Snap-on Inc 0.0%
Value ($000) $224 Shares 773 Est. Cost $265.72 Unrealized 0.0%
IBB iShares Biotechnology ETF 0.0%
Value ($000) $223 Shares 1,530 Est. Cost $135.85 Unrealized
EQT EQT Corp 0.0%
Value ($000) $222 Shares 6,066 Est. Cost $26.09 Unrealized +28.0%
NRG NRG Energy Inc 0.0%
Value ($000) $222 Shares 2,436 Est. Cost $78.00 Unrealized 0.0%
IDA IDACORP Inc 0.0%
Value ($000) $221 Shares 2,139 Est. Cost $107.49 Unrealized -7.1%
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $220 Shares 1,108 Est. Cost $192.73 Unrealized 0.0%
DASH DoorDash Inc 0.0%
Value ($000) $218 Shares 1,530 Est. Cost $121.28 Unrealized 0.0%
IGF iShares Global Infrastructure ETF 0.0%
Value ($000) $218 Shares 4,000 Est. Cost $47.92 Unrealized
FDS FactSet Research Systems Inc 0.0%
Value ($000) $218 Shares 473 Est. Cost $418.21 Unrealized 0.0%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $217 Shares 2,200 Est. Cost $92.71 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $217 Shares 801 Est. Cost $265.38 Unrealized 0.0%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $217 Shares 466 Est. Cost $441.12 Unrealized 0.0%
FLR Fluor Corp 0.0%
Value ($000) $217 Shares 4,547 Est. Cost $47.16 Unrealized 0.0%
CACI CACI International Inc 0.0%
Value ($000) $216 Shares 429 Est. Cost $463.04 Unrealized 0.0%
ABNB Airbnb Inc 0.0%
Value ($000) $216 Shares 1,701 Est. Cost $141.03 Unrealized -8.1%
IDV iShares International Select Dividend ETF 0.0%
Value ($000) $215 Shares 7,100 Est. Cost $30.23 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $212 Shares 10,380 Est. Cost $15.46 Unrealized
MAC Macerich Co/The 0.0%
Value ($000) $211 Shares 11,569 Est. Cost $7.89 Unrealized
DFLV Dimensional US Large Cap Value ETF 0.0%
Value ($000) $210 Shares 6,804 Est. Cost $28.91 Unrealized
INSP Inspire Medical Systems Inc 0.0%
Value ($000) $208 Shares 985 Est. Cost $173.72 Unrealized 0.0%
DOCU DocuSign Inc 0.0%
Value ($000) $208 Shares 3,345 Est. Cost $56.04 Unrealized 0.0%
DRI Darden Restaurants Inc 0.0%
Value ($000) $206 Shares 1,255 Est. Cost $145.50 Unrealized 0.0%
FLUT Flutter Entertainment PLC 0.0%
Value ($000) $206 Shares 868 Est. Cost $207.59 Unrealized 0.0%
AMTM Amentum Holdings Inc 0.0%
Value ($000) $206 Shares 6,384 Est. Cost $28.49 Unrealized 0.0%
TFX Teleflex Inc 0.0%
Value ($000) $206 Shares 832 Est. Cost $230.30 Unrealized 0.0%
POST Post Holdings Inc 0.0%
Value ($000) $205 Shares 1,768 Est. Cost $112.12 Unrealized 0.0%
ILMN Illumina Inc 0.0%
Value ($000) $202 Shares 1,552 Est. Cost $123.37 Unrealized 0.0%
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 0.0%
Value ($000) $196 Shares 14,613 Est. Cost $13.30 Unrealized
M Macy's Inc 0.0%
Value ($000) $190 Shares 12,103 Est. Cost $12.32 Unrealized +31.8%
PBR Petroleo Brasileiro SA 0.0%
Value ($000) $177 Shares 12,272 Est. Cost $14.41 Unrealized
PSBD Palmer Square Capital BDC Inc 0.0%
Value ($000) $170 Shares 10,452 Est. Cost $12.79 Unrealized +6.0%
DoubleLine Income Solutions Fund 0.0%
Value ($000) $158 Shares 12,150 Est. Cost $11.96 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $158 Shares 17,597 Est. Cost $8.96 Unrealized
ORANY Orange SA 0.0%
Value ($000) $145 Shares 12,661 Est. Cost $10.02 Unrealized
NMR Nomura Holdings Inc 0.0%
Value ($000) $145 Shares 27,696 Est. Cost $4.35 Unrealized
STOK Stoke Therapeutics Inc 0.0%
Value ($000) $133 Shares 10,815 Est. Cost $6.58 Unrealized +115.4%
ASX ASE Technology Holding Co Ltd 0.0%
Value ($000) $126 Shares 12,943 Est. Cost $8.01 Unrealized
RLJ RLJ Lodging Trust 0.0%
Value ($000) $124 Shares 13,482 Est. Cost $7.71 Unrealized
NOK Nokia Oyj 0.0%
Value ($000) $120 Shares 27,525 Est. Cost $4.30 Unrealized
Nuveen AMT-Free Quality Municipal Income Fund 0.0%
Value ($000) $120 Shares 10,000 Est. Cost $11.46 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $118 Shares 11,802 Est. Cost $8.87 Unrealized
AEG Aegon Ltd 0.0%
Value ($000) $100 Shares 15,615 Est. Cost $6.05 Unrealized
BBD Banco Bradesco SA 0.0%
Value ($000) $74 Shares 27,660 Est. Cost $3.44 Unrealized
ITUB Itau Unibanco Holding SA 0.0%
Value ($000) $71 Shares 10,738 Est. Cost $6.65 Unrealized
WIT Wipro Ltd 0.0%
Value ($000) $68 Shares 10,498 Est. Cost $4.84 Unrealized
Nevro Corp 0.0%
Value ($000) $65 Shares 11,553 Est. Cost $61.70 Unrealized
GPMT Granite Point Mortgage Trust Inc 0.0%
Value ($000) $63 Shares 20,000 Est. Cost $8.66 Unrealized
ABEV Ambev SA 0.0%
Value ($000) $46 Shares 18,848 Est. Cost $2.72 Unrealized
GRAB Grab Holdings Ltd 0.0%
Value ($000) $42 Shares 11,181 Est. Cost $3.29 Unrealized +3.7%
NRGV Energy Vault Holdings Inc 0.0%
Value ($000) $39 Shares 40,350 Est. Cost $4.54 Unrealized -77.8%