Dorsey & Whitney Trust CO LLC Diversified Active

CIK: 0001384042 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value ($000): $1,814,166 (100.0% shares, 0.0% debt)

Holdings (676)

MSFT Microsoft CORP 4.1%
Value ($000) $74,545 Shares 176,857 Est. Cost $170.59 Unrealized +147.6%
NVDA NVIDIA Corp 3.8%
Value ($000) $68,293 Shares 508,549 Est. Cost $94.03 Unrealized +46.5%
PCAR PACCAR Inc 3.3%
Value ($000) $59,233 Shares 569,439 Est. Cost $92.29 Unrealized +12.5%
AAPL Apple Inc 3.2%
Value ($000) $57,689 Shares 230,369 Est. Cost $131.92 Unrealized +77.8%
GOOG Alphabet Inc 2.3%
Value ($000) $40,877 Shares 214,647 Est. Cost $116.40 Unrealized +50.9%
LLY Eli Lilly & Co 2.1%
Value ($000) $38,293 Shares 49,602 Est. Cost $335.22 Unrealized +145.0%
IVV iShares Core S&P 500 ETF 2.1%
Value ($000) $38,048 Shares 64,633 Est. Cost $350.63 Unrealized
OEF iShares S&P 100 ETF 2.0%
Value ($000) $36,037 Shares 124,761 Est. Cost $163.36 Unrealized
AMZN Amazon.com Inc 1.9%
Value ($000) $34,231 Shares 156,026 Est. Cost $127.31 Unrealized +60.7%
JPM JPMorgan Chase & Co 1.7%
Value ($000) $30,663 Shares 127,917 Est. Cost $120.66 Unrealized +89.0%
SPY SPDR S&P 500 ETF Trust 1.7%
Value ($000) $30,180 Shares 51,495 Est. Cost $412.28 Unrealized
FISV Fiserv Inc 1.4%
Value ($000) $24,991 Shares 121,657 Est. Cost $55.76 Unrealized +266.1%
USB US Bancorp 1.4%
Value ($000) $24,647 Shares 515,297 Est. Cost $33.40 Unrealized +39.6%
UNH UnitedHealth Group INC 1.3%
Value ($000) $22,827 Shares 45,126 Est. Cost $264.94 Unrealized +108.7%
GOOGL Alphabet Inc 1.2%
Value ($000) $21,549 Shares 113,833 Est. Cost $127.83 Unrealized +36.2%
V Visa INC 1.1%
Value ($000) $20,358 Shares 64,417 Est. Cost $171.92 Unrealized +73.5%
IWF iShares Russell 1000 Growth ETF 1.1%
Value ($000) $20,106 Shares 50,067 Est. Cost $246.92 Unrealized
QCOM Qualcomm INC 1.1%
Value ($000) $19,596 Shares 127,564 Est. Cost $114.94 Unrealized +38.8%
HD Home Depot Inc/The 1.1%
Value ($000) $19,319 Shares 49,665 Est. Cost $95.13 Unrealized +317.6%
GGG Graco Inc 1.0%
Value ($000) $17,986 Shares 213,387 Est. Cost $37.05 Unrealized +130.0%
VTI Vanguard Total Stock Market ETF 0.9%
Value ($000) $17,151 Shares 59,179 Est. Cost $162.16 Unrealized
HON Honeywell International Inc 0.8%
Value ($000) $15,170 Shares 67,155 Est. Cost $78.45 Unrealized +159.5%
ABT Abbott Laboratories 0.8%
Value ($000) $14,584 Shares 128,938 Est. Cost $43.44 Unrealized +160.9%
JNJ Johnson & Johnson 0.8%
Value ($000) $14,482 Shares 100,138 Est. Cost $76.70 Unrealized +95.0%
AXP American Express Co 0.8%
Value ($000) $14,372 Shares 48,424 Est. Cost $124.65 Unrealized +127.5%
VOO Vanguard S&P 500 ETF 0.8%
Value ($000) $14,314 Shares 26,566 Est. Cost $397.60 Unrealized
VGT Vanguard Information Technology ETF 0.7%
Value ($000) $13,556 Shares 21,802 Est. Cost $306.78 Unrealized
ECL Ecolab Inc 0.7%
Value ($000) $12,923 Shares 55,152 Est. Cost $96.39 Unrealized +154.7%
VOTE Engine NO. 1 Transform 500 ETF 0.7%
Value ($000) $12,596 Shares 183,121 Est. Cost $53.97 Unrealized
FAST Fastenal Co 0.7%
Value ($000) $12,234 Shares 170,131 Est. Cost $11.61 Unrealized +228.6%
TTC Toro Co/The 0.7%
Value ($000) $11,912 Shares 148,719 Est. Cost $71.03 Unrealized +18.0%
META Meta Platforms Inc 0.6%
Value ($000) $10,638 Shares 18,168 Est. Cost $325.88 Unrealized +79.4%
TECH Bio-Techne Corp 0.6%
Value ($000) $10,633 Shares 147,622 Est. Cost $66.21 Unrealized +10.2%
ACWI iShares MSCI ACWI ETF 0.6%
Value ($000) $10,632 Shares 90,483 Est. Cost $68.65 Unrealized
LNT Alliant Energy Corp 0.5%
Value ($000) $9,915 Shares 167,653 Est. Cost $48.08 Unrealized +21.4%
CMG Chipotle Mexican Grill Inc 0.5%
Value ($000) $9,662 Shares 160,230 Est. Cost $56.10 Unrealized +7.4%
FRSH Freshworks Inc 0.5%
Value ($000) $9,534 Shares 589,580 Est. Cost $44.80 Unrealized -68.3%
IJH iShares Core S&P Mid-Cap ETF 0.5%
Value ($000) $9,434 Shares 151,399 Est. Cost $95.65 Unrealized
PG Procter & Gamble CO/THE 0.5%
Value ($000) $9,320 Shares 55,592 Est. Cost $73.05 Unrealized +126.9%
IBM International Business Machines Corp 0.5%
Value ($000) $9,161 Shares 41,675 Est. Cost $171.43 Unrealized +26.2%
WFC Wells Fargo & Co 0.5%
Value ($000) $9,100 Shares 129,555 Est. Cost $27.21 Unrealized +145.0%
COST Costco Wholesale Corp 0.5%
Value ($000) $9,056 Shares 9,884 Est. Cost $445.24 Unrealized +107.2%
IEMG iShares Core MSCI Emerging Markets ETF 0.5%
Value ($000) $8,978 Shares 171,930 Est. Cost $52.56 Unrealized
BRK/B Berkshire Hathaway Inc 0.5%
Value ($000) $8,964 Shares 19,776 Est. Cost $242.98 Unrealized +90.0%
QUAL iShares MSCI USA Quality Factor ETF 0.5%
Value ($000) $8,892 Shares 49,932 Est. Cost $148.62 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.5%
Value ($000) $8,890 Shares 185,913 Est. Cost $44.69 Unrealized
LFUS Littelfuse Inc 0.5%
Value ($000) $8,785 Shares 37,281 Est. Cost $205.90 Unrealized +21.1%
RSP Invesco S&P 500 Equal Weight ETF 0.5%
Value ($000) $8,694 Shares 49,614 Est. Cost $155.16 Unrealized
SOLV Solventum Corp 0.5%
Value ($000) $8,659 Shares 131,082 Est. Cost $60.66 Unrealized +15.4%
MSI Motorola Solutions Inc 0.5%
Value ($000) $8,488 Shares 18,364 Est. Cost $153.66 Unrealized +204.9%
TSLA Tesla Inc 0.5%
Value ($000) $8,400 Shares 20,801 Est. Cost $241.99 Unrealized +33.0%
IJR iShares Core S&P Small-Cap ETF 0.5%
Value ($000) $8,276 Shares 71,824 Est. Cost $94.17 Unrealized
AVGO Broadcom INC 0.4%
Value ($000) $8,139 Shares 35,105 Est. Cost $149.41 Unrealized +22.4%
DIS Walt Disney Co/The 0.4%
Value ($000) $7,928 Shares 71,201 Est. Cost $81.90 Unrealized +26.4%
HRL Hormel Foods Corp 0.4%
Value ($000) $7,703 Shares 245,553 Est. Cost $26.39 Unrealized +13.8%
SCHW Charles Schwab Corp 0.4%
Value ($000) $7,572 Shares 102,313 Est. Cost $40.31 Unrealized +83.1%
SHW Sherwin-Williams Co 0.4%
Value ($000) $7,569 Shares 22,266 Est. Cost $243.23 Unrealized +51.9%
VTEB Vanguard Tax-Exempt Bond Index ETF 0.4%
Value ($000) $7,532 Shares 150,251 Est. Cost $49.82 Unrealized
VZ Verizon Communications Inc 0.4%
Value ($000) $7,443 Shares 186,133 Est. Cost $34.19 Unrealized +15.2%
MDT Medtronic PLC 0.4%
Value ($000) $7,315 Shares 91,573 Est. Cost $68.07 Unrealized +23.2%
ROK Rockwell Automation Inc 0.4%
Value ($000) $7,108 Shares 24,870 Est. Cost $245.76 Unrealized +12.3%
XLF Financial Select Sector SPDR Fund 0.4%
Value ($000) $6,852 Shares 141,765 Est. Cost $31.66 Unrealized
IWM iShares Russell 2000 ETF 0.4%
Value ($000) $6,848 Shares 30,992 Est. Cost $198.01 Unrealized
ADP Automatic Data Processing Inc 0.4%
Value ($000) $6,760 Shares 23,094 Est. Cost $195.53 Unrealized +47.2%
ABBV AbbVie INC 0.3%
Value ($000) $6,327 Shares 35,607 Est. Cost $97.50 Unrealized +82.0%
TGT Target Corp 0.3%
Value ($000) $6,277 Shares 46,433 Est. Cost $80.98 Unrealized +68.8%
CRM Salesforce Inc 0.3%
Value ($000) $6,102 Shares 18,250 Est. Cost $204.28 Unrealized +55.1%
MRK Merck & Co Inc 0.3%
Value ($000) $6,091 Shares 61,227 Est. Cost $78.01 Unrealized +26.5%
NVT nVent Electric PLC 0.3%
Value ($000) $5,972 Shares 87,618 Est. Cost $21.17 Unrealized +243.4%
VT Vanguard Total World Stock ETF 0.3%
Value ($000) $5,910 Shares 50,305 Est. Cost $94.89 Unrealized
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $5,877 Shares 46,061 Est. Cost $79.16 Unrealized
BMI Badger Meter Inc 0.3%
Value ($000) $5,786 Shares 27,275 Est. Cost $26.46 Unrealized +716.0%
VV Vanguard Large-Cap ETF 0.3%
Value ($000) $5,762 Shares 21,363 Est. Cost $179.58 Unrealized
ENTG Entegris Inc 0.3%
Value ($000) $5,530 Shares 55,825 Est. Cost $99.54 Unrealized +5.3%
VWO Vanguard FTSE Emerging Markets ETF 0.3%
Value ($000) $5,505 Shares 124,989 Est. Cost $44.62 Unrealized
IVW iShares S&P 500 Growth ETF 0.3%
Value ($000) $5,491 Shares 54,081 Est. Cost $84.45 Unrealized
FUL HB Fuller Co 0.3%
Value ($000) $5,349 Shares 79,267 Est. Cost $49.02 Unrealized +50.1%
IEFA iShares Core MSCI EAFE ETF 0.3%
Value ($000) $5,287 Shares 75,233 Est. Cost $62.19 Unrealized
PEP PepsiCo Inc 0.3%
Value ($000) $5,264 Shares 34,617 Est. Cost $120.11 Unrealized +30.3%
IWD iShares Russell 1000 Value ETF 0.3%
Value ($000) $5,151 Shares 27,822 Est. Cost $136.08 Unrealized
EFV iShares MSCI EAFE Value ETF 0.3%
Value ($000) $5,097 Shares 97,133 Est. Cost $41.85 Unrealized
VXUS Vanguard Total International Stock ETF 0.3%
Value ($000) $5,023 Shares 85,244 Est. Cost $61.79 Unrealized
MA Mastercard Inc 0.3%
Value ($000) $4,999 Shares 9,494 Est. Cost $255.60 Unrealized +101.4%
AMGN Amgen Inc 0.3%
Value ($000) $4,987 Shares 19,132 Est. Cost $244.15 Unrealized +17.2%
IVE iShares S&P 500 Value ETF 0.3%
Value ($000) $4,945 Shares 25,907 Est. Cost $128.82 Unrealized
TXN Texas Instruments Inc 0.3%
Value ($000) $4,849 Shares 25,862 Est. Cost $144.02 Unrealized +34.1%
DCI Donaldson Co Inc 0.3%
Value ($000) $4,801 Shares 71,288 Est. Cost $30.10 Unrealized +139.9%
PFG Principal Financial Group Inc 0.3%
Value ($000) $4,748 Shares 61,342 Est. Cost $28.67 Unrealized +181.3%
MCD McDonald's CORP 0.3%
Value ($000) $4,737 Shares 16,340 Est. Cost $154.32 Unrealized +88.1%
LOW Lowe's Companies Inc 0.3%
Value ($000) $4,704 Shares 19,062 Est. Cost $182.10 Unrealized +43.6%
WMT Walmart Inc 0.3%
Value ($000) $4,655 Shares 51,517 Est. Cost $49.65 Unrealized +72.8%
IWR iShares Russell Mid-Cap ETF 0.3%
Value ($000) $4,650 Shares 52,599 Est. Cost $80.60 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $4,580 Shares 27,052 Est. Cost $122.75 Unrealized
TNC Tennant Co 0.3%
Value ($000) $4,564 Shares 55,975 Est. Cost $66.04 Unrealized +31.0%
CHRW CH Robinson Worldwide Inc 0.2%
Value ($000) $4,511 Shares 43,660 Est. Cost $51.89 Unrealized +102.1%
ORCL Oracle CORP 0.2%
Value ($000) $4,225 Shares 25,352 Est. Cost $71.41 Unrealized +146.3%
EFG iShares MSCI EAFE Growth ETF 0.2%
Value ($000) $4,188 Shares 43,250 Est. Cost $81.72 Unrealized
GSEW Goldman Sachs Equal Weight US Large Cap Equity ETF 0.2%
Value ($000) $4,183 Shares 54,174 Est. Cost $51.91 Unrealized
RTX RTX Corp 0.2%
Value ($000) $4,129 Shares 35,681 Est. Cost $93.18 Unrealized +26.9%
CSCO Cisco Systems Inc 0.2%
Value ($000) $3,962 Shares 66,920 Est. Cost $34.27 Unrealized +61.6%
DD DuPont de Nemours Inc 0.2%
Value ($000) $3,953 Shares 51,847 Est. Cost $32.90 Unrealized +2.9%
UPS United Parcel Service Inc 0.2%
Value ($000) $3,913 Shares 31,031 Est. Cost $77.11 Unrealized +58.7%
NEE NextEra Energy Inc 0.2%
Value ($000) $3,896 Shares 54,348 Est. Cost $68.96 Unrealized +8.8%
BAC Bank of America Corp 0.2%
Value ($000) $3,852 Shares 87,646 Est. Cost $26.33 Unrealized +62.7%
VOOG Vanguard S&P 500 Growth ETF 0.2%
Value ($000) $3,819 Shares 10,433 Est. Cost $261.54 Unrealized
NFLX Netflix Inc 0.2%
Value ($000) $3,808 Shares 4,272 Est. Cost $46.41 Unrealized +77.4%
ADBE Adobe Inc 0.2%
Value ($000) $3,674 Shares 8,263 Est. Cost $340.18 Unrealized +45.5%
VUG Vanguard Growth ETF 0.2%
Value ($000) $3,671 Shares 8,944 Est. Cost $187.40 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $3,557 Shares 47,042 Est. Cost $72.99 Unrealized
XLV Health Care Select Sector SPDR Fund 0.2%
Value ($000) $3,473 Shares 25,247 Est. Cost $115.89 Unrealized
BBCA JPMorgan BetaBuilders Canada ETF 0.2%
Value ($000) $3,464 Shares 49,076 Est. Cost $63.76 Unrealized
BXSL Blackstone Secured Lending Fund 0.2%
Value ($000) $3,456 Shares 106,961 Est. Cost $17.74 Unrealized +54.8%
GOVT iShares U.S. Treasury Bond ETF 0.2%
Value ($000) $3,395 Shares 147,750 Est. Cost $23.21 Unrealized
VEU Vanguard FTSE All-World ex-US ETF 0.2%
Value ($000) $3,270 Shares 56,952 Est. Cost $57.41 Unrealized
SYY Sysco Corp 0.2%
Value ($000) $3,192 Shares 41,741 Est. Cost $60.48 Unrealized +22.3%
VGIT Vanguard Intermediate-Term Treasury ETF 0.2%
Value ($000) $3,175 Shares 54,743 Est. Cost $58.47 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $3,130 Shares 31,566 Est. Cost $97.49 Unrealized +4.9%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $3,113 Shares 15,897 Est. Cost $182.29 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $3,069 Shares 28,532 Est. Cost $78.24 Unrealized +43.6%
VLUE iShares MSCI USA Value Factor ETF 0.2%
Value ($000) $3,028 Shares 28,675 Est. Cost $103.21 Unrealized
AMD Advanced Micro Devices Inc 0.2%
Value ($000) $3,011 Shares 24,931 Est. Cost $119.78 Unrealized +20.1%
PANW Palo Alto Networks Inc 0.2%
Value ($000) $3,008 Shares 16,530 Est. Cost $149.66 Unrealized +26.2%
XLY Consumer Discretionary Select Sector SPDR Fund 0.2%
Value ($000) $2,978 Shares 13,274 Est. Cost $186.56 Unrealized
WK Workiva Inc 0.2%
Value ($000) $2,975 Shares 27,170 Est. Cost $81.92 Unrealized +12.5%
IQLT iShares MSCI Intl Quality Factor ETF 0.2%
Value ($000) $2,916 Shares 78,557 Est. Cost $36.90 Unrealized
ACN Accenture PLC 0.2%
Value ($000) $2,879 Shares 8,185 Est. Cost $214.12 Unrealized +65.7%
XLI Industrial Select Sector SPDR Fund 0.2%
Value ($000) $2,868 Shares 21,766 Est. Cost $99.09 Unrealized
CVX Chevron CORP 0.2%
Value ($000) $2,795 Shares 19,298 Est. Cost $90.46 Unrealized +60.8%
NVO Novo Nordisk A/S 0.1%
Value ($000) $2,709 Shares 31,494 Est. Cost $85.22 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $2,704 Shares 7,453 Est. Cost $120.67 Unrealized +216.4%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $2,699 Shares 5,069 Est. Cost $409.50 Unrealized +28.5%
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $2,682 Shares 11,162 Est. Cost $165.20 Unrealized
MMM 3M Co 0.1%
Value ($000) $2,670 Shares 20,685 Est. Cost $100.49 Unrealized +27.8%
CTVA Corteva Inc 0.1%
Value ($000) $2,637 Shares 46,292 Est. Cost $54.58 Unrealized +7.0%
PGR Progressive Corp 0.1%
Value ($000) $2,612 Shares 10,900 Est. Cost $158.00 Unrealized +46.8%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $2,574 Shares 4,931 Est. Cost $358.09 Unrealized +45.5%
IEUR iShares Core MSCI Europe ETF 0.1%
Value ($000) $2,556 Shares 47,355 Est. Cost $49.46 Unrealized
ASML ASML Holding NV 0.1%
Value ($000) $2,511 Shares 3,623 Est. Cost $343.52 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $2,497 Shares 10,876 Est. Cost $149.60 Unrealized +63.1%
SAP SAP SE 0.1%
Value ($000) $2,460 Shares 9,992 Est. Cost $122.63 Unrealized
PIPR Piper Sandler Cos 0.1%
Value ($000) $2,447 Shares 8,158 Est. Cost $216.24 Unrealized +43.9%
BLK Blackrock Inc 0.1%
Value ($000) $2,436 Shares 2,376 Est. Cost $991.05 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $2,394 Shares 4,602 Est. Cost $383.95 Unrealized +42.6%
MRVL Marvell Technology Inc 0.1%
Value ($000) $2,391 Shares 21,646 Est. Cost $58.13 Unrealized +59.1%
EMR Emerson Electric Co 0.1%
Value ($000) $2,389 Shares 19,274 Est. Cost $55.59 Unrealized +114.1%
NOW ServiceNow Inc 0.1%
Value ($000) $2,387 Shares 2,252 Est. Cost $129.05 Unrealized +57.0%
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $2,372 Shares 8,240 Est. Cost $226.61 Unrealized
MAR Marriott International Inc/MD 0.1%
Value ($000) $2,365 Shares 8,480 Est. Cost $190.28 Unrealized +42.7%
DOW Dow Inc 0.1%
Value ($000) $2,359 Shares 58,783 Est. Cost $46.31 Unrealized -7.3%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $2,358 Shares 9,301 Est. Cost $168.02 Unrealized +53.2%
AZN AstraZeneca PLC 0.1%
Value ($000) $2,313 Shares 35,300 Est. Cost $61.67 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $2,297 Shares 10,073 Est. Cost $142.72 Unrealized +61.3%
VTIP Vanguard Short-Term Inflation-Protected Securities ETF 0.1%
Value ($000) $2,276 Shares 47,000 Est. Cost $48.42 Unrealized
ESGD iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $2,208 Shares 29,002 Est. Cost $71.71 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $2,181 Shares 13,283 Est. Cost $135.13 Unrealized
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $2,170 Shares 6,737 Est. Cost $230.12 Unrealized
INTC Intel Corp 0.1%
Value ($000) $2,164 Shares 107,926 Est. Cost $23.65 Unrealized -4.7%
VOX Vanguard Communication Services ETF 0.1%
Value ($000) $2,121 Shares 13,687 Est. Cost $101.55 Unrealized
LIN Linde PLC 0.1%
Value ($000) $2,103 Shares 5,023 Est. Cost $350.00 Unrealized +28.2%
NKE NIKE Inc 0.1%
Value ($000) $2,099 Shares 27,738 Est. Cost $79.21 Unrealized -3.4%
IWV iShares Russell 3000 ETF 0.1%
Value ($000) $2,098 Shares 6,276 Est. Cost $279.65 Unrealized
KO Coca-Cola Co 0.1%
Value ($000) $2,041 Shares 32,783 Est. Cost $52.25 Unrealized +20.7%
Movano Inc 0.1%
Value ($000) $2,027 Shares 375,338 Est. Cost $5.40 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $2,021 Shares 6,089 Est. Cost $180.53 Unrealized +92.3%
SYK Stryker CORP 0.1%
Value ($000) $2,000 Shares 5,554 Est. Cost $276.08 Unrealized +32.7%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $1,996 Shares 35,288 Est. Cost $41.15 Unrealized +27.8%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $1,975 Shares 22,171 Est. Cost $86.06 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $1,941 Shares 73,159 Est. Cost $22.41 Unrealized +12.1%
MU Micron Technology Inc 0.1%
Value ($000) $1,926 Shares 22,888 Est. Cost $93.79 Unrealized +8.0%
PSX Phillips 66 0.1%
Value ($000) $1,917 Shares 16,827 Est. Cost $117.76 Unrealized +3.6%
XLP Consumer Staples Select Sector SPDR Fund 0.1%
Value ($000) $1,897 Shares 24,126 Est. Cost $81.69 Unrealized
CMCSA Comcast Corp 0.1%
Value ($000) $1,886 Shares 50,263 Est. Cost $34.66 Unrealized +15.4%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,879 Shares 7,113 Est. Cost $185.46 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $1,849 Shares 14,706 Est. Cost $58.06 Unrealized +105.8%
BBEU Jp Morgan Etf Trust Betabuilders Europe Usd 0.1%
Value ($000) $1,842 Shares 33,237 Est. Cost $53.72 Unrealized
ULTA Ulta Beauty Inc 0.1%
Value ($000) $1,818 Shares 4,179 Est. Cost $469.00 Unrealized -17.4%
DE Deere & Co 0.1%
Value ($000) $1,811 Shares 4,274 Est. Cost $245.84 Unrealized +68.4%
SPGI S&P Global Inc 0.1%
Value ($000) $1,788 Shares 3,591 Est. Cost $289.42 Unrealized +73.8%
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1%
Value ($000) $1,786 Shares 32,933 Est. Cost $54.22 Unrealized
INTU Intuit Inc 0.1%
Value ($000) $1,781 Shares 2,834 Est. Cost $458.06 Unrealized +38.6%
CTAS Cintas Corp 0.1%
Value ($000) $1,777 Shares 9,724 Est. Cost $161.89 Unrealized +28.7%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $1,764 Shares 21,522 Est. Cost $81.97 Unrealized
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $1,733 Shares 16,266 Est. Cost $108.04 Unrealized
GS Goldman Sachs Group Inc/The 0.1%
Value ($000) $1,676 Shares 2,927 Est. Cost $307.08 Unrealized +77.4%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $1,643 Shares 5,664 Est. Cost $210.62 Unrealized +44.3%
HWKN Hawkins Inc 0.1%
Value ($000) $1,636 Shares 13,340 Est. Cost $25.11 Unrealized +402.4%
CDNS Cadence Design Systems INC 0.1%
Value ($000) $1,623 Shares 5,402 Est. Cost $267.92 Unrealized +8.5%
CB Chubb Ltd 0.1%
Value ($000) $1,622 Shares 5,870 Est. Cost $187.17 Unrealized +50.3%
KHC Kraft Heinz Co/The 0.1%
Value ($000) $1,617 Shares 52,640 Est. Cost $29.88 Unrealized +2.6%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.1%
Value ($000) $1,605 Shares 8,127 Est. Cost $80.98 Unrealized
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $1,600 Shares 3,130 Est. Cost $346.05 Unrealized
XLE Energy Select Sector SPDR Fund 0.1%
Value ($000) $1,589 Shares 18,554 Est. Cost $75.76 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $1,588 Shares 17,401 Est. Cost $63.86 Unrealized +47.1%
ROP Roper Technologies Inc 0.1%
Value ($000) $1,574 Shares 3,028 Est. Cost $352.95 Unrealized +54.2%
XLK Technology Select Sector SPDR Fund 0.1%
Value ($000) $1,571 Shares 6,757 Est. Cost $121.80 Unrealized
NVS Novartis AG 0.1%
Value ($000) $1,570 Shares 16,138 Est. Cost $89.15 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $1,560 Shares 17,163 Est. Cost $93.84 Unrealized -0.8%
MBB iShares MBS ETF 0.1%
Value ($000) $1,539 Shares 16,787 Est. Cost $100.13 Unrealized
TMUS T-Mobile US INC 0.1%
Value ($000) $1,534 Shares 6,951 Est. Cost $133.14 Unrealized +67.8%
NMFC New Mountain Finance Corp 0.1%
Value ($000) $1,525 Shares 135,462 Est. Cost $9.92 Unrealized 0.0%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $1,522 Shares 14,532 Est. Cost $55.13 Unrealized +88.7%
AMT American Tower Corp 0.1%
Value ($000) $1,478 Shares 8,058 Est. Cost $159.00 Unrealized +24.7%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $1,461 Shares 5,742 Est. Cost $189.28 Unrealized
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.1%
Value ($000) $1,444 Shares 14,395 Est. Cost $100.76 Unrealized
SONY Sony Group Corp 0.1%
Value ($000) $1,444 Shares 68,235 Est. Cost $31.97 Unrealized
TT Trane Technologies PLC 0.1%
Value ($000) $1,410 Shares 3,817 Est. Cost $235.24 Unrealized +67.3%
ANET Arista Networks INC 0.1%
Value ($000) $1,398 Shares 12,647 Est. Cost $102.84 Unrealized 0.0%
IDEV iShares Core MSCI International Developed Markets ETF 0.1%
Value ($000) $1,381 Shares 21,420 Est. Cost $60.30 Unrealized
TXRH Texas Roadhouse Inc 0.1%
Value ($000) $1,360 Shares 7,536 Est. Cost $165.19 Unrealized +11.9%
PLD Prologis Inc 0.1%
Value ($000) $1,356 Shares 12,827 Est. Cost $95.27 Unrealized +15.6%
NDSN Nordson Corp 0.1%
Value ($000) $1,346 Shares 6,434 Est. Cost $126.30 Unrealized +92.1%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1,333 Shares 5,678 Est. Cost $174.09 Unrealized +42.7%
AON Aon PLC 0.1%
Value ($000) $1,332 Shares 3,708 Est. Cost $243.73 Unrealized +49.9%
WM Waste Management Inc 0.1%
Value ($000) $1,318 Shares 6,532 Est. Cost $63.17 Unrealized +234.2%
Unilever PLC 0.1%
Value ($000) $1,297 Shares 22,872 Est. Cost $54.55 Unrealized
PM Philip Morris International Inc 0.1%
Value ($000) $1,286 Shares 10,689 Est. Cost $91.40 Unrealized +31.9%
TM Toyota Motor Corp 0.1%
Value ($000) $1,280 Shares 6,575 Est. Cost $139.44 Unrealized
BSX Boston Scientific Corp 0.1%
Value ($000) $1,270 Shares 14,214 Est. Cost $48.64 Unrealized +81.0%
GILD Gilead Sciences Inc 0.1%
Value ($000) $1,269 Shares 13,743 Est. Cost $61.53 Unrealized +41.4%
QQQM Invesco Nasdaq 100 ETF 0.1%
Value ($000) $1,268 Shares 6,027 Est. Cost $210.45 Unrealized
SCHF Schwab International Equity ETF 0.1%
Value ($000) $1,267 Shares 68,494 Est. Cost $24.96 Unrealized
MRSH Marsh & Mclennan Companies Inc 0.1%
Value ($000) $1,264 Shares 5,953 Est. Cost $141.07 Unrealized +54.4%
ELV Elevance Health Inc 0.1%
Value ($000) $1,247 Shares 3,381 Est. Cost $265.43 Unrealized +54.2%
ADI Analog Devices Inc 0.1%
Value ($000) $1,229 Shares 5,784 Est. Cost $177.45 Unrealized +22.2%
EWJ iShares MSCI Japan ETF 0.1%
Value ($000) $1,227 Shares 18,290 Est. Cost $61.00 Unrealized
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $1,222 Shares 8,204 Est. Cost $92.68 Unrealized +68.6%
BA Boeing Co 0.1%
Value ($000) $1,221 Shares 6,901 Est. Cost $183.54 Unrealized -14.5%
GNRC Generac Holdings Inc 0.1%
Value ($000) $1,210 Shares 7,801 Est. Cost $116.77 Unrealized +47.9%
VUSB Vanguard Ultra Short Bond ETF 0.1%
Value ($000) $1,201 Shares 24,212 Est. Cost $49.19 Unrealized
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $1,198 Shares 1,010 Est. Cost $49.45 Unrealized +63.0%
GIS General Mills Inc 0.1%
Value ($000) $1,196 Shares 18,750 Est. Cost $37.03 Unrealized +73.0%
USMV iShares MSCI USA Min Vol Factor ETF 0.1%
Value ($000) $1,182 Shares 13,315 Est. Cost $79.73 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $1,176 Shares 7,230 Est. Cost $123.60 Unrealized +45.0%
NXPI NXP Semiconductors NV 0.1%
Value ($000) $1,171 Shares 5,636 Est. Cost $137.49 Unrealized +61.9%
HSBC HSBC Holdings PLC 0.1%
Value ($000) $1,167 Shares 23,597 Est. Cost $31.61 Unrealized
SNY Sanofi SA 0.1%
Value ($000) $1,163 Shares 24,123 Est. Cost $45.05 Unrealized
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $1,156 Shares 18,209 Est. Cost $56.37 Unrealized
DSI iShares MSCI KLD 400 Social ETF 0.1%
Value ($000) $1,151 Shares 10,436 Est. Cost $89.79 Unrealized
TRV Travelers Cos Inc/The 0.1%
Value ($000) $1,142 Shares 4,741 Est. Cost $152.22 Unrealized +60.9%
MDY SPDR S&P MidCap 400 ETF Trust 0.1%
Value ($000) $1,141 Shares 2,004 Est. Cost $381.80 Unrealized
DLN WisdomTree US LargeCap Dividend Fund 0.1%
Value ($000) $1,120 Shares 14,404 Est. Cost $93.20 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $1,117 Shares 349 Est. Cost $1688.70 Unrealized +87.5%
AMSC American Superconductor Corp 0.1%
Value ($000) $1,116 Shares 45,300 Est. Cost $27.58 Unrealized 0.0%
T AT&T Inc 0.1%
Value ($000) $1,106 Shares 48,567 Est. Cost $16.32 Unrealized +31.8%
SMFG Sumitomo Mitsui Financial Group Inc 0.1%
Value ($000) $1,105 Shares 76,257 Est. Cost $6.84 Unrealized
UBER Uber Technologies Inc 0.1%
Value ($000) $1,102 Shares 18,264 Est. Cost $36.71 Unrealized +94.5%
TJX TJX Companies Inc 0.1%
Value ($000) $1,100 Shares 9,103 Est. Cost $53.98 Unrealized +118.1%
FDX FedEx Corp 0.1%
Value ($000) $1,090 Shares 3,874 Est. Cost $208.39 Unrealized +30.4%
GEV GE Vernova Inc 0.1%
Value ($000) $1,090 Shares 3,313 Est. Cost $166.51 Unrealized +87.3%
PNC PNC Financial Services Group Inc 0.1%
Value ($000) $1,083 Shares 5,615 Est. Cost $101.15 Unrealized +87.2%
VTWO Vanguard Russell 2000 ETF 0.1%
Value ($000) $1,078 Shares 12,067 Est. Cost $95.83 Unrealized
XLC Communication Services Select Sector SPDR Fund 0.1%
Value ($000) $1,070 Shares 11,050 Est. Cost $60.81 Unrealized
BKNG Booking Hldgs Inc 0.1%
Value ($000) $1,068 Shares 215 Est. Cost $2641.44 Unrealized +80.4%
IBTG iShares iBonds Dec 2026 Term Treasury ETF 0.1%
Value ($000) $1,060 Shares 46,458 Est. Cost $22.99 Unrealized
PRF Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $1,055 Shares 26,150 Est. Cost $39.35 Unrealized
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $1,042 Shares 3,670 Est. Cost $207.87 Unrealized +38.6%
CALF Pacer US Small Cap Cash Cows 100 ETF 0.1%
Value ($000) $1,038 Shares 23,586 Est. Cost $46.05 Unrealized
CASY Casey's General Stores Inc 0.1%
Value ($000) $1,037 Shares 2,616 Est. Cost $303.17 Unrealized +32.1%
JMUB JPMorgan Municipal ETF 0.1%
Value ($000) $1,029 Shares 20,510 Est. Cost $50.15 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.1%
Value ($000) $1,028 Shares 2,554 Est. Cost $295.91 Unrealized +56.6%
COWZ Pacer US Cash Cows 100 ETF 0.1%
Value ($000) $1,020 Shares 18,060 Est. Cost $57.83 Unrealized
TDG TransDigm Group Inc 0.1%
Value ($000) $1,018 Shares 803 Est. Cost $788.80 Unrealized +55.9%
J Jacobs Solutions Inc 0.1%
Value ($000) $1,015 Shares 7,593 Est. Cost $102.47 Unrealized +33.0%
CME CME Group Inc 0.1%
Value ($000) $1,002 Shares 4,315 Est. Cost $117.53 Unrealized +86.9%
iShares iBonds Dec 2025 Term Treasury ETF 0.1%
Value ($000) $1,001 Shares 42,938 Est. Cost $23.42 Unrealized
VHT Vanguard Health Care ETF 0.1%
Value ($000) $1,000 Shares 3,941 Est. Cost $231.48 Unrealized
IUSG iShares Core S&P U.S. Growth ETF 0.1%
Value ($000) $989 Shares 7,100 Est. Cost $131.91 Unrealized
MCK McKesson Corp 0.1%
Value ($000) $975 Shares 1,711 Est. Cost $424.21 Unrealized +31.4%
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1%
Value ($000) $967 Shares 27,816 Est. Cost $33.07 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $966 Shares 12,500 Est. Cost $76.39 Unrealized
XEL Xcel Energy Inc 0.1%
Value ($000) $961 Shares 14,230 Est. Cost $33.04 Unrealized +95.0%
GLW Corning Inc 0.1%
Value ($000) $950 Shares 19,990 Est. Cost $28.93 Unrealized +60.2%
WEC Wec Energy Group Inc 0.1%
Value ($000) $947 Shares 10,070 Est. Cost $90.86 Unrealized +2.8%
VFH Vanguard Financials ETF 0.1%
Value ($000) $945 Shares 8,000 Est. Cost $85.50 Unrealized
DFUV Dimensional US Marketwide Value ETF 0.1%
Value ($000) $928 Shares 22,680 Est. Cost $33.93 Unrealized
SCHA Schwab US Small-Cap ETF 0.1%
Value ($000) $921 Shares 35,600 Est. Cost $39.05 Unrealized
GVA Granite Construction Inc 0.1%
Value ($000) $910 Shares 10,376 Est. Cost $25.38 Unrealized +255.1%
MDLZ Mondelez International Inc 0.0%
Value ($000) $900 Shares 15,063 Est. Cost $44.07 Unrealized +44.4%
APH Amphenol Corp 0.0%
Value ($000) $898 Shares 12,933 Est. Cost $52.19 Unrealized +32.9%
KLAC KLA Corp 0.0%
Value ($000) $896 Shares 1,422 Est. Cost $513.77 Unrealized +30.2%
LRCX Lam Research Corp 0.0%
Value ($000) $892 Shares 12,352 Est. Cost $74.98 Unrealized 0.0%
SHEL SHELL ADR EACH REP 2 ORD 0.0%
Value ($000) $892 Shares 14,238 Est. Cost $56.64 Unrealized
ALK Alaska Air Group Inc 0.0%
Value ($000) $889 Shares 13,736 Est. Cost $46.65 Unrealized +12.7%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $887 Shares 14,608 Est. Cost $57.87 Unrealized
DFIV Dimensional International Value ETF 0.0%
Value ($000) $887 Shares 24,994 Est. Cost $33.36 Unrealized
HYD VanEck High Yield Muni ETF 0.0%
Value ($000) $887 Shares 17,082 Est. Cost $53.07 Unrealized
SCHG Schwab U.S. Large-Cap Growth ETF 0.0%
Value ($000) $865 Shares 31,040 Est. Cost $37.51 Unrealized
PYPL PayPal Holdings INC 0.0%
Value ($000) $864 Shares 10,127 Est. Cost $91.35 Unrealized -8.2%
KKR KKR & Co Inc 0.0%
Value ($000) $858 Shares 5,798 Est. Cost $90.27 Unrealized +61.5%
D Dominion Resources Inc 0.0%
Value ($000) $839 Shares 15,581 Est. Cost $47.64 Unrealized +13.4%
BX Blackstone Inc 0.0%
Value ($000) $836 Shares 4,848 Est. Cost $128.55 Unrealized +31.3%
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $835 Shares 3,950 Est. Cost $178.21 Unrealized
NDAQ Nasdaq Inc 0.0%
Value ($000) $828 Shares 10,704 Est. Cost $58.72 Unrealized +29.8%
EQIX Equinix Inc 0.0%
Value ($000) $821 Shares 871 Est. Cost $669.63 Unrealized +34.0%
FNDA Schwab Fundamental U.S. Small Company ETF 0.0%
Value ($000) $816 Shares 27,462 Est. Cost $38.94 Unrealized
AGG iShares Core U.S. Aggregate Bond ETF 0.0%
Value ($000) $813 Shares 8,386 Est. Cost $96.90 Unrealized
SPDW SPDR Portfolio Developed World ex-US ETF 0.0%
Value ($000) $812 Shares 23,782 Est. Cost $31.16 Unrealized
VSS Vanguard FTSE All World ex-US Small-Cap ETF 0.0%
Value ($000) $811 Shares 7,082 Est. Cost $102.36 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $806 Shares 4,004 Est. Cost $169.94 Unrealized +20.2%
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.0%
Value ($000) $800 Shares 19,035 Est. Cost $31.48 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $796 Shares 7,929 Est. Cost $61.96 Unrealized +56.3%
BP BP PLC 0.0%
Value ($000) $796 Shares 26,925 Est. Cost $32.42 Unrealized
CHKP Check Point Software Technologies Ltd 0.0%
Value ($000) $789 Shares 4,228 Est. Cost $120.75 Unrealized +56.0%
GD General Dynamics Corp 0.0%
Value ($000) $787 Shares 2,987 Est. Cost $235.38 Unrealized +19.8%
BBY Best Buy Co Inc 0.0%
Value ($000) $784 Shares 9,141 Est. Cost $69.20 Unrealized +24.0%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $784 Shares 3,956 Est. Cost $153.68 Unrealized
CI Cigna Group/The 0.0%
Value ($000) $782 Shares 2,833 Est. Cost $267.19 Unrealized +16.5%
BBJP JPMorgan BetaBuilders Japan ETF 0.0%
Value ($000) $781 Shares 14,230 Est. Cost $50.33 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $779 Shares 2,636 Est. Cost $204.55 Unrealized +44.4%
LMT Lockheed Martin Corp 0.0%
Value ($000) $771 Shares 1,586 Est. Cost $416.73 Unrealized +26.5%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $770 Shares 3,114 Est. Cost $140.95 Unrealized +73.2%
EMXC iShares MSCI Emerging Markets ex China ETF 0.0%
Value ($000) $767 Shares 13,829 Est. Cost $56.38 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $767 Shares 5,707 Est. Cost $86.55 Unrealized +57.0%
GE GE Aerospace Com 0.0%
Value ($000) $757 Shares 4,538 Est. Cost $98.42 Unrealized +80.0%
LH Labcorp Holdings Inc 0.0%
Value ($000) $756 Shares 3,296 Est. Cost $199.96 Unrealized +13.3%
MUFG Mitsubishi UFJ Financial Group Inc 0.0%
Value ($000) $755 Shares 64,457 Est. Cost $4.92 Unrealized
HSY Hershey Co/The 0.0%
Value ($000) $747 Shares 4,412 Est. Cost $188.57 Unrealized -8.3%
RELX RELX PLC 0.0%
Value ($000) $740 Shares 16,283 Est. Cost $31.89 Unrealized
EXPD Expeditors International of Washington Inc 0.0%
Value ($000) $733 Shares 6,617 Est. Cost $90.19 Unrealized +30.2%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $733 Shares 5,580 Est. Cost $98.52 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $717 Shares 10,094 Est. Cost $67.96 Unrealized
DLR Digital Realty Trust INC 0.0%
Value ($000) $713 Shares 4,018 Est. Cost $101.21 Unrealized +69.2%
SPG Simon Property Group Inc 0.0%
Value ($000) $704 Shares 4,090 Est. Cost $108.15 Unrealized +53.1%
VIGI Vanguard International Dividend Appreciation ETF 0.0%
Value ($000) $704 Shares 8,800 Est. Cost $80.72 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $703 Shares 1,499 Est. Cost $406.05 Unrealized +21.4%
MCO Moody's Corp 0.0%
Value ($000) $696 Shares 1,471 Est. Cost $306.13 Unrealized +54.6%
RACE Ferrari NV 0.0%
Value ($000) $690 Shares 1,624 Est. Cost $265.04 Unrealized +70.2%
SO Southern Co 0.0%
Value ($000) $690 Shares 8,380 Est. Cost $68.88 Unrealized +22.7%
PH Parker Hannifin Corp 0.0%
Value ($000) $689 Shares 1,083 Est. Cost $346.34 Unrealized +89.2%
CPRT Copart Inc 0.0%
Value ($000) $688 Shares 11,995 Est. Cost $45.10 Unrealized +26.3%
DFAT Dimensional US Targeted Value ETF 0.0%
Value ($000) $682 Shares 12,251 Est. Cost $44.40 Unrealized
BRK/A Berkshire Hathaway Inc 0.0%
Value ($000) $681 Shares 1 Est. Cost $199512.94 Unrealized +247.1%
CRWD Crowdstrike Holdings Inc 0.0%
Value ($000) $675 Shares 1,974 Est. Cost $254.73 Unrealized +30.5%
VIOO Vanguard S&P Small-Cap 600 ETF 0.0%
Value ($000) $675 Shares 6,364 Est. Cost $123.85 Unrealized
GMUN Goldman Sachs Community Municipal Bond ETF 0.0%
Value ($000) $666 Shares 13,512 Est. Cost $49.19 Unrealized
HPQ HP Inc 0.0%
Value ($000) $665 Shares 20,384 Est. Cost $17.56 Unrealized +94.7%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $663 Shares 16,444 Est. Cost $28.21 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $659 Shares 3,134 Est. Cost $185.78 Unrealized +26.3%
CARR Carrier Global Corp 0.0%
Value ($000) $657 Shares 9,629 Est. Cost $28.36 Unrealized +162.3%
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $652 Shares 2,882 Est. Cost $192.21 Unrealized +14.4%
ING ING Groep NV 0.0%
Value ($000) $651 Shares 41,553 Est. Cost $8.95 Unrealized
IBDT iShares iBonds Dec 2028 Term Corporate ETF 0.0%
Value ($000) $647 Shares 26,000 Est. Cost $24.96 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $644 Shares 5,066 Est. Cost $144.79 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $643 Shares 6,945 Est. Cost $88.70 Unrealized +10.8%
ZTS Zoetis INC 0.0%
Value ($000) $640 Shares 3,927 Est. Cost $122.12 Unrealized +44.4%
FTNT Fortinet Inc 0.0%
Value ($000) $638 Shares 6,748 Est. Cost $68.13 Unrealized +30.5%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $636 Shares 6,027 Est. Cost $105.85 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $634 Shares 20,219 Est. Cost $40.06 Unrealized
IBDR iShares iBonds Dec 2026 Term Corporate ETF 0.0%
Value ($000) $626 Shares 26,000 Est. Cost $23.81 Unrealized
IBDS iShares iBonds Dec 2027 Term Corporate ETF 0.0%
Value ($000) $623 Shares 26,000 Est. Cost $23.88 Unrealized
UBS UBS Group AG 0.0%
Value ($000) $623 Shares 20,544 Est. Cost $17.70 Unrealized +79.0%
GEHC GE HealthCare Technologies Inc 0.0%
Value ($000) $623 Shares 7,966 Est. Cost $74.69 Unrealized +13.6%
DUK Duke Energy Corp 0.0%
Value ($000) $616 Shares 5,719 Est. Cost $85.54 Unrealized +27.2%
ALL Allstate Corp/The 0.0%
Value ($000) $616 Shares 3,194 Est. Cost $148.81 Unrealized +27.6%
PRU Prudential Financial Inc 0.0%
Value ($000) $615 Shares 5,189 Est. Cost $65.31 Unrealized +78.7%
SNPS Synopsys Inc 0.0%
Value ($000) $614 Shares 1,266 Est. Cost $528.55 Unrealized -1.1%
KVUE Kenvue INC 0.0%
Value ($000) $613 Shares 28,728 Est. Cost $19.60 Unrealized +10.6%
CCI Crown Castle Inc 0.0%
Value ($000) $607 Shares 6,689 Est. Cost $100.84 Unrealized -2.7%
BDX Becton Dickinson and Co 0.0%
Value ($000) $599 Shares 2,642 Est. Cost $199.70 Unrealized +12.8%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $599 Shares 4,291 Est. Cost $95.63 Unrealized +55.6%
IBDU iShares iBonds Dec 2029 Term Corporate ETF 0.0%
Value ($000) $593 Shares 26,000 Est. Cost $22.85 Unrealized
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $592 Shares 25,065 Est. Cost $25.26 Unrealized
SYLD Cambria Shareholder Yield ETF 0.0%
Value ($000) $590 Shares 8,620 Est. Cost $68.28 Unrealized
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF 0.0%
Value ($000) $589 Shares 6,616 Est. Cost $89.67 Unrealized
USHY iShares Broad USD High Yield Corporate Bond ETF 0.0%
Value ($000) $589 Shares 16,000 Est. Cost $37.45 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $588 Shares 6,062 Est. Cost $44.91 Unrealized +102.7%
DELL Dell Technologies Inc 0.0%
Value ($000) $588 Shares 5,100 Est. Cost $120.42 Unrealized +2.3%
NWG Natwest Group Adr Rep 2 Ord 0.0%
Value ($000) $587 Shares 57,699 Est. Cost $5.21 Unrealized
CSX CSX Corp 0.0%
Value ($000) $585 Shares 18,136 Est. Cost $29.46 Unrealized +14.3%
WY Weyerhaeuser Co 0.0%
Value ($000) $577 Shares 20,481 Est. Cost $21.64 Unrealized +39.0%
WELL Welltower Inc 0.0%
Value ($000) $572 Shares 4,538 Est. Cost $74.39 Unrealized +73.0%
DFEV Dimensional Emerging Markets Value ETF 0.0%
Value ($000) $569 Shares 21,719 Est. Cost $24.70 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $568 Shares 8,741 Est. Cost $28.82 Unrealized +108.4%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $560 Shares 7,411 Est. Cost $58.25 Unrealized 0.0%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $558 Shares 7,761 Est. Cost $72.47 Unrealized
IBDV iShares iBonds Dec 2030 Term Corporate ETF 0.0%
Value ($000) $555 Shares 26,000 Est. Cost $20.54 Unrealized
iShares iBonds Dec 2025 Term Corporate ETF 0.0%
Value ($000) $551 Shares 22,000 Est. Cost $24.69 Unrealized
TTD Trade Desk Inc/The 0.0%
Value ($000) $550 Shares 4,678 Est. Cost $88.31 Unrealized +40.1%
DFLV Dimensional US Large Cap Value ETF 0.0%
Value ($000) $549 Shares 18,296 Est. Cost $29.61 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $546 Shares 5,122 Est. Cost $114.61 Unrealized
MTZ MasTec Inc 0.0%
Value ($000) $542 Shares 3,983 Est. Cost $62.38 Unrealized +114.9%
DY Dycom Industries Inc 0.0%
Value ($000) $540 Shares 3,101 Est. Cost $36.87 Unrealized +401.7%
AVY Avery Dennison Corp 0.0%
Value ($000) $537 Shares 2,869 Est. Cost $209.91 Unrealized -5.1%
TotalEnergies SE 0.0%
Value ($000) $525 Shares 9,629 Est. Cost $67.12 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $522 Shares 19,590 Est. Cost $27.60 Unrealized
MET MetLife Inc 0.0%
Value ($000) $515 Shares 6,295 Est. Cost $47.81 Unrealized +68.7%
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $515 Shares 52,948 Est. Cost $5.81 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $512 Shares 4,112 Est. Cost $78.78 Unrealized +66.8%
AER AerCap Holdings NV 0.0%
Value ($000) $509 Shares 5,322 Est. Cost $67.33 Unrealized +41.2%
UNM Unum Group 0.0%
Value ($000) $509 Shares 6,972 Est. Cost $27.94 Unrealized +146.7%
VCEL Vericel Corp 0.0%
Value ($000) $503 Shares 9,169 Est. Cost $27.71 Unrealized +82.7%
BKR Baker Hughes Co 0.0%
Value ($000) $503 Shares 12,267 Est. Cost $19.69 Unrealized +100.2%
BIL SPDR Bloomberg 1-3 Month T-Bill ETF 0.0%
Value ($000) $501 Shares 5,483 Est. Cost $91.43 Unrealized
WDAY Workday Inc 0.0%
Value ($000) $499 Shares 1,935 Est. Cost $223.62 Unrealized +14.2%
SCHV Schwab U.S. Large-Cap Value ETF 0.0%
Value ($000) $497 Shares 19,080 Est. Cost $35.62 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $495 Shares 9,470 Est. Cost $37.14 Unrealized +31.4%
CMI Cummins Inc 0.0%
Value ($000) $492 Shares 1,411 Est. Cost $183.63 Unrealized +87.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $485 Shares 4,594 Est. Cost $84.67 Unrealized +25.2%
NUE Nucor Corp 0.0%
Value ($000) $485 Shares 4,154 Est. Cost $61.47 Unrealized +129.2%
DAR Darling Ingredients Inc 0.0%
Value ($000) $481 Shares 14,285 Est. Cost $57.28 Unrealized -34.0%
F Ford Motor Co 0.0%
Value ($000) $480 Shares 48,460 Est. Cost $10.36 Unrealized -4.7%
RF Regions Financial Corp 0.0%
Value ($000) $477 Shares 20,290 Est. Cost $14.47 Unrealized +62.6%
RIO Rio Tinto PLC 0.0%
Value ($000) $477 Shares 8,113 Est. Cost $60.61 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $476 Shares 3,887 Est. Cost $105.93 Unrealized +16.4%
C Citigroup Inc 0.0%
Value ($000) $476 Shares 6,760 Est. Cost $59.42 Unrealized +10.0%
ON ON Semiconductor Corp 0.0%
Value ($000) $472 Shares 7,479 Est. Cost $36.06 Unrealized +91.1%
SAN Banco Santander SA 0.0%
Value ($000) $472 Shares 103,401 Est. Cost $3.45 Unrealized
MLPA Global X MLP ETF 0.0%
Value ($000) $471 Shares 9,537 Est. Cost $41.76 Unrealized
BHP Bhp Billiton Ltd 0.0%
Value ($000) $471 Shares 9,640 Est. Cost $67.45 Unrealized
HCA HCA Healthcare Inc 0.0%
Value ($000) $470 Shares 1,566 Est. Cost $219.95 Unrealized +57.4%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $470 Shares 2,036 Est. Cost $103.23 Unrealized +111.3%
BCS Barclays PLC 0.0%
Value ($000) $467 Shares 35,117 Est. Cost $8.02 Unrealized
KR Kroger Co/The 0.0%
Value ($000) $464 Shares 7,589 Est. Cost $28.64 Unrealized +100.2%
IJS iShares S&P Small-Cap 600 Value ETF 0.0%
Value ($000) $461 Shares 4,243 Est. Cost $107.66 Unrealized
GRMN Garmin Ltd 0.0%
Value ($000) $457 Shares 2,218 Est. Cost $98.20 Unrealized +96.0%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $454 Shares 16,632 Est. Cost $42.47 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $454 Shares 7,394 Est. Cost $54.15 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $453 Shares 636 Est. Cost $909.15 Unrealized -8.2%
LEN Lennar Corp 0.0%
Value ($000) $452 Shares 3,318 Est. Cost $79.35 Unrealized +101.3%
IBDW iShares iBonds Dec 2031 Term Corporate ETF 0.0%
Value ($000) $448 Shares 22,000 Est. Cost $19.58 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $444 Shares 4,295 Est. Cost $55.12 Unrealized
IOO iShares Global 100 ETF 0.0%
Value ($000) $443 Shares 4,393 Est. Cost $68.88 Unrealized
Landsea Homes Corporation 0.0%
Value ($000) $442 Shares 52,038 Est. Cost $8.95 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $442 Shares 1,155 Est. Cost $284.11 Unrealized +14.9%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $441 Shares 2,169 Est. Cost $141.99 Unrealized +27.3%
COF Capital One Financial Corp 0.0%
Value ($000) $440 Shares 2,470 Est. Cost $114.92 Unrealized +48.5%
HRB H&R Block Inc 0.0%
Value ($000) $435 Shares 8,227 Est. Cost $27.93 Unrealized +102.9%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $434 Shares 1,711 Est. Cost $213.87 Unrealized
CHTR Charter Communications Inc 0.0%
Value ($000) $423 Shares 1,235 Est. Cost $365.63 Unrealized -1.1%
APO Apollo Global Management Inc 0.0%
Value ($000) $422 Shares 2,554 Est. Cost $85.81 Unrealized +81.8%
CTLP Cantaloupe Inc 0.0%
Value ($000) $421 Shares 44,239 Est. Cost $10.97 Unrealized -17.0%
PAYX Paychex Inc 0.0%
Value ($000) $417 Shares 2,976 Est. Cost $86.99 Unrealized +57.9%
ACWX iShares MSCI ACWI ex US ETF 0.0%
Value ($000) $417 Shares 8,000 Est. Cost $48.77 Unrealized
KEY KeyCorp 0.0%
Value ($000) $413 Shares 24,073 Est. Cost $11.66 Unrealized +45.7%
CCEP Coca-Cola Europacific Partners PLC 0.0%
Value ($000) $409 Shares 5,319 Est. Cost $60.43 Unrealized +23.5%
HDB HDFC Bank LTD 0.0%
Value ($000) $408 Shares 6,383 Est. Cost $66.62 Unrealized
ALC Alcon AG 0.0%
Value ($000) $407 Shares 4,794 Est. Cost $73.37 Unrealized +22.5%
MELI MercadoLibre Inc 0.0%
Value ($000) $401 Shares 236 Est. Cost $1635.32 Unrealized +19.1%
IT Gartner Inc 0.0%
Value ($000) $400 Shares 826 Est. Cost $351.49 Unrealized +46.7%
URI United Rentals Inc 0.0%
Value ($000) $400 Shares 568 Est. Cost $433.24 Unrealized +85.8%
AEP American Electric Power Co Inc 0.0%
Value ($000) $400 Shares 4,333 Est. Cost $80.19 Unrealized +16.1%
DHI DR Horton Inc 0.0%
Value ($000) $398 Shares 2,843 Est. Cost $144.53 Unrealized +14.1%
MFG Mizuho Financial Group Inc 0.0%
Value ($000) $396 Shares 81,008 Est. Cost $2.97 Unrealized
FCNCA First Citizens BancShares Inc/NC 0.0%
Value ($000) $395 Shares 187 Est. Cost $1147.79 Unrealized +81.7%
BN Brookfield Corp 0.0%
Value ($000) $394 Shares 6,857 Est. Cost $22.44 Unrealized +66.7%
IBDX iShares iBonds Dec 2032 Term Corporate ETF 0.0%
Value ($000) $393 Shares 16,000 Est. Cost $24.58 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $393 Shares 2,822 Est. Cost $92.38 Unrealized +50.1%
GDX VanEck Gold Miners ETF/USA 0.0%
Value ($000) $391 Shares 11,538 Est. Cost $31.62 Unrealized
SCHC Schwab International Small-Cap Equity ETF 0.0%
Value ($000) $391 Shares 11,383 Est. Cost $32.44 Unrealized
GM General Motors Co 0.0%
Value ($000) $389 Shares 7,308 Est. Cost $40.95 Unrealized +26.4%
GSK GSK PLC 0.0%
Value ($000) $389 Shares 11,506 Est. Cost $35.45 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $389 Shares 5,058 Est. Cost $46.77 Unrealized +61.5%
GUNR FlexShares Global Upstream Natural Resources Index Fund 0.0%
Value ($000) $386 Shares 10,613 Est. Cost $38.38 Unrealized
USFR WisdomTree Floating Rate Treasury Fund 0.0%
Value ($000) $385 Shares 7,646 Est. Cost $50.32 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $377 Shares 5,093 Est. Cost $79.53 Unrealized -12.0%
CEG Constellation Energy Corp 0.0%
Value ($000) $375 Shares 1,678 Est. Cost $147.31 Unrealized +68.2%
HIG Hartford Financial Services Group Inc/The 0.0%
Value ($000) $375 Shares 3,429 Est. Cost $69.70 Unrealized +63.1%
R Ryder System Inc 0.0%
Value ($000) $372 Shares 2,372 Est. Cost $104.90 Unrealized +49.0%
RMD ResMed Inc 0.0%
Value ($000) $372 Shares 1,626 Est. Cost $158.50 Unrealized +50.4%
CAH Cardinal Health Inc 0.0%
Value ($000) $370 Shares 3,128 Est. Cost $86.10 Unrealized +33.3%
FICO Fair Isaac Corp 0.0%
Value ($000) $368 Shares 185 Est. Cost $1710.97 Unrealized +24.8%
HOOD Robinhood Markets Inc 0.0%
Value ($000) $368 Shares 9,867 Est. Cost $19.88 Unrealized +62.4%
DB Deutsche Bank AG 0.0%
Value ($000) $366 Shares 21,437 Est. Cost $8.44 Unrealized +98.2%
JCI Johnson Controls International plc 0.0%
Value ($000) $365 Shares 4,628 Est. Cost $53.98 Unrealized +46.8%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.0%
Value ($000) $365 Shares 3,460 Est. Cost $125.10 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $364 Shares 769 Est. Cost $295.58 Unrealized +71.3%
GLD SPDR Gold Shares 0.0%
Value ($000) $364 Shares 1,505 Est. Cost $242.92 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $364 Shares 4,235 Est. Cost $66.93 Unrealized +41.7%
TFC Truist Financial Corp 0.0%
Value ($000) $357 Shares 8,222 Est. Cost $27.53 Unrealized +53.8%
CBRE CBRE Group Inc 0.0%
Value ($000) $355 Shares 2,707 Est. Cost $110.74 Unrealized +18.2%
TEL TE Connectivity PLC 0.0%
Value ($000) $355 Shares 2,480 Est. Cost $146.87 Unrealized -0.0%
ERIC Telefonaktiebolaget L M Ericsson 0.0%
Value ($000) $353 Shares 43,796 Est. Cost $6.47 Unrealized
CyberArk Software Ltd 0.0%
Value ($000) $352 Shares 1,058 Est. Cost $163.77 Unrealized
GNR SPDR S&P Global Natural Resources ETF 0.0%
Value ($000) $351 Shares 7,056 Est. Cost $49.76 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $350 Shares 3,289 Est. Cost $69.07 Unrealized +40.8%
AN AutoNation Inc 0.0%
Value ($000) $349 Shares 2,052 Est. Cost $141.80 Unrealized +19.1%
COR Cencora Inc 0.0%
Value ($000) $348 Shares 1,548 Est. Cost $190.56 Unrealized +22.3%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $347 Shares 2,682 Est. Cost $119.58 Unrealized
XYZ Block Inc 0.0%
Value ($000) $346 Shares 4,069 Est. Cost $57.24 Unrealized +43.3%
WMB Williams Cos Inc/The 0.0%
Value ($000) $344 Shares 6,355 Est. Cost $21.54 Unrealized +140.2%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $343 Shares 8,190 Est. Cost $45.86 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $341 Shares 569 Est. Cost $529.17 Unrealized +11.8%
TROW T Rowe Price Group Inc 0.0%
Value ($000) $341 Shares 3,014 Est. Cost $103.02 Unrealized +5.8%
WTRG Essential Utilities Inc 0.0%
Value ($000) $340 Shares 9,362 Est. Cost $37.28 Unrealized +4.1%
MTUM iShares MSCI USA Momentum Factor ETF 0.0%
Value ($000) $337 Shares 1,627 Est. Cost $197.28 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $334 Shares 4,296 Est. Cost $74.04 Unrealized 0.0%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $334 Shares 1,213 Est. Cost $210.39 Unrealized +31.2%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $333 Shares 2,545 Est. Cost $85.23 Unrealized +52.7%
ITM VanEck Intermediate Muni ETF 0.0%
Value ($000) $333 Shares 7,233 Est. Cost $49.06 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $333 Shares 2,060 Est. Cost $142.59 Unrealized
CC Chemours Co/The 0.0%
Value ($000) $331 Shares 19,588 Est. Cost $19.18 Unrealized -3.0%
BTI British American Tobacco PLC 0.0%
Value ($000) $330 Shares 9,089 Est. Cost $31.53 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $330 Shares 6,220 Est. Cost $40.47 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $330 Shares 10,741 Est. Cost $30.98 Unrealized 0.0%
EWBC East West Bancorp Inc 0.0%
Value ($000) $328 Shares 3,425 Est. Cost $59.58 Unrealized +59.2%
FITB Fifth Third Bancorp 0.0%
Value ($000) $327 Shares 7,732 Est. Cost $25.93 Unrealized +65.5%
ZS Zscaler Inc 0.0%
Value ($000) $326 Shares 1,809 Est. Cost $184.31 Unrealized +5.0%
VRT Vertiv Holdings Co 0.0%
Value ($000) $326 Shares 2,872 Est. Cost $89.43 Unrealized +32.6%
MAS Masco Corp 0.0%
Value ($000) $325 Shares 4,480 Est. Cost $40.79 Unrealized +92.2%
LASR nLight Inc 0.0%
Value ($000) $324 Shares 30,905 Est. Cost $12.17 Unrealized -8.5%
MKC McCormick & Co Inc/MD 0.0%
Value ($000) $322 Shares 4,220 Est. Cost $72.76 Unrealized +4.6%
HUBS HubSpot Inc 0.0%
Value ($000) $320 Shares 459 Est. Cost $504.06 Unrealized +27.5%
TRU TransUnion 0.0%
Value ($000) $319 Shares 3,436 Est. Cost $75.70 Unrealized +33.0%
PCTY Paylocity Holding Corp 0.0%
Value ($000) $318 Shares 1,592 Est. Cost $155.19 Unrealized +23.3%
BAX Baxter International Inc 0.0%
Value ($000) $311 Shares 10,681 Est. Cost $32.05 Unrealized +2.8%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $311 Shares 3,850 Est. Cost $63.23 Unrealized +32.7%
ARES Ares Management Corp 0.0%
Value ($000) $309 Shares 1,748 Est. Cost $102.46 Unrealized +61.4%
WAFD WaFd Inc 0.0%
Value ($000) $308 Shares 9,550 Est. Cost $25.54 Unrealized +31.0%
James Hardie Industries PLC 0.0%
Value ($000) $307 Shares 9,968 Est. Cost $27.37 Unrealized
NEM Newmont Corp 0.0%
Value ($000) $307 Shares 8,245 Est. Cost $40.41 Unrealized +10.4%
TENB Tenable Holdings Inc 0.0%
Value ($000) $306 Shares 7,781 Est. Cost $41.99 Unrealized -1.3%
AMG Affiliated Managers Group Inc 0.0%
Value ($000) $304 Shares 1,646 Est. Cost $169.81 Unrealized +9.9%
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 0.0%
Value ($000) $304 Shares 5,884 Est. Cost $58.38 Unrealized
PSA Public Storage 0.0%
Value ($000) $304 Shares 1,015 Est. Cost $254.97 Unrealized +23.9%
TXT Textron Inc 0.0%
Value ($000) $304 Shares 3,970 Est. Cost $66.25 Unrealized +26.3%
FIX Comfort Systems USA Inc 0.0%
Value ($000) $302 Shares 713 Est. Cost $253.75 Unrealized +72.4%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $302 Shares 9,411 Est. Cost $31.83 Unrealized +2.3%
DOCU DocuSign Inc 0.0%
Value ($000) $301 Shares 3,347 Est. Cost $56.04 Unrealized +42.5%
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $301 Shares 3,423 Est. Cost $73.15 Unrealized
RC Ready Capital Corp 0.0%
Value ($000) $300 Shares 44,038 Est. Cost $11.12 Unrealized
TEAM Atlassian Corp 0.0%
Value ($000) $300 Shares 1,233 Est. Cost $228.99 Unrealized 0.0%
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $300 Shares 31,905 Est. Cost $17.06 Unrealized -29.4%
CVS CVS Health Corp 0.0%
Value ($000) $299 Shares 6,663 Est. Cost $62.00 Unrealized -13.5%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $298 Shares 2,451 Est. Cost $82.32 Unrealized
ABNB Airbnb Inc 0.0%
Value ($000) $298 Shares 2,264 Est. Cost $139.46 Unrealized -3.4%
O Realty Income Corp 0.0%
Value ($000) $297 Shares 5,566 Est. Cost $50.27 Unrealized +8.4%
IHG InterContinental Hotels Group PLC 0.0%
Value ($000) $297 Shares 2,379 Est. Cost $78.92 Unrealized
HLN HALEON ADR REP 2 ORD 0.0%
Value ($000) $296 Shares 31,027 Est. Cost $8.50 Unrealized
EQT EQT Corp 0.0%
Value ($000) $295 Shares 6,406 Est. Cost $26.86 Unrealized +51.5%
ROST Ross Stores Inc 0.0%
Value ($000) $294 Shares 1,945 Est. Cost $145.31 Unrealized -0.1%
VONV Vanguard Russell 1000 Value 0.0%
Value ($000) $294 Shares 3,614 Est. Cost $66.58 Unrealized
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 0.0%
Value ($000) $292 Shares 22,476 Est. Cost $13.19 Unrealized
HUM Humana Inc 0.0%
Value ($000) $291 Shares 1,146 Est. Cost $317.23 Unrealized -16.9%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $290 Shares 6,121 Est. Cost $48.74 Unrealized
PHG Koninklijke Philips NV 0.0%
Value ($000) $289 Shares 11,401 Est. Cost $19.22 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $285 Shares 903 Est. Cost $265.24 Unrealized +21.1%
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.0%
Value ($000) $285 Shares 5,836 Est. Cost $50.61 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $284 Shares 8,681 Est. Cost $39.45 Unrealized -7.6%
EMBJ Embraer SA 0.0%
Value ($000) $284 Shares 7,736 Est. Cost $26.81 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $283 Shares 2,733 Est. Cost $85.63 Unrealized +24.3%
CNC Centene Corp 0.0%
Value ($000) $281 Shares 4,633 Est. Cost $67.79 Unrealized -8.0%
CBOE Cboe Global Markets Inc 0.0%
Value ($000) $280 Shares 1,434 Est. Cost $171.29 Unrealized +19.3%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $280 Shares 857 Est. Cost $295.72 Unrealized 0.0%
CFG Citizens Financial Group Inc 0.0%
Value ($000) $279 Shares 6,374 Est. Cost $25.94 Unrealized +63.6%
STKL SunOpta Inc 0.0%
Value ($000) $278 Shares 36,130 Est. Cost $5.48 Unrealized +29.1%
BRO Brown & Brown Inc 0.0%
Value ($000) $277 Shares 2,716 Est. Cost $98.62 Unrealized +7.5%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $274 Shares 590 Est. Cost $447.80 Unrealized +5.6%
Nuveen Select Maturities Municipal Fund 0.0%
Value ($000) $273 Shares 31,350 Est. Cost $9.60 Unrealized
ACWV iShares MSCI Global Min Vol Factor ETF 0.0%
Value ($000) $273 Shares 2,500 Est. Cost $100.32 Unrealized
KEYS Keysight Technologies Inc 0.0%
Value ($000) $272 Shares 1,694 Est. Cost $135.78 Unrealized +18.7%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $272 Shares 7,847 Est. Cost $29.11 Unrealized 0.0%
AGZ iShares Agency Bond ETF 0.0%
Value ($000) $270 Shares 2,500 Est. Cost $117.20 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $270 Shares 4,353 Est. Cost $51.48 Unrealized +21.2%
EA Electronic Arts Inc 0.0%
Value ($000) $270 Shares 1,843 Est. Cost $132.22 Unrealized +15.8%
STM STMicroelectronics NV 0.0%
Value ($000) $269 Shares 10,760 Est. Cost $39.72 Unrealized
SPOT Spotify Technology SA 0.0%
Value ($000) $268 Shares 599 Est. Cost $428.22 Unrealized 0.0%
VRSN VeriSign Inc 0.0%
Value ($000) $267 Shares 1,290 Est. Cost $176.94 Unrealized +5.5%
PCYO Pure Cycle Corp 0.0%
Value ($000) $266 Shares 21,000 Est. Cost $12.45 Unrealized -1.9%
SRE Sempra Energy 0.0%
Value ($000) $266 Shares 3,030 Est. Cost $76.90 Unrealized +9.7%
BURL Burlington Stores Inc 0.0%
Value ($000) $263 Shares 924 Est. Cost $258.80 Unrealized +4.4%
PEG Public Service Enterprise Group Inc 0.0%
Value ($000) $263 Shares 3,117 Est. Cost $58.66 Unrealized +45.4%
SLB Schlumberger Ltd 0.0%
Value ($000) $263 Shares 6,865 Est. Cost $48.34 Unrealized -16.2%
PFF iShares Preferred and Income Securities ETF 0.0%
Value ($000) $262 Shares 8,344 Est. Cost $31.55 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $262 Shares 3,042 Est. Cost $167.21 Unrealized -41.8%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $261 Shares 6,850 Est. Cost $35.11 Unrealized +25.4%
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $260 Shares 3,079 Est. Cost $78.78 Unrealized +16.1%
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $260 Shares 5,304 Est. Cost $48.11 Unrealized
MTB M&T Bank Corp 0.0%
Value ($000) $260 Shares 1,383 Est. Cost $138.95 Unrealized +38.3%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $260 Shares 5,256 Est. Cost $49.25 Unrealized 0.0%
JSML Janus Henderson Small Cap Growth Alpha ETF 0.0%
Value ($000) $259 Shares 3,955 Est. Cost $56.79 Unrealized
MDGL Madrigal Pharmaceuticals Inc 0.0%
Value ($000) $257 Shares 834 Est. Cost $281.26 Unrealized 0.0%
PODD Insulet Corp 0.0%
Value ($000) $255 Shares 977 Est. Cost $205.35 Unrealized +22.6%
OC Owens Corning 0.0%
Value ($000) $255 Shares 1,497 Est. Cost $132.46 Unrealized +41.1%
SNA Snap-on Inc 0.0%
Value ($000) $255 Shares 751 Est. Cost $265.72 Unrealized +23.2%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $254 Shares 5,000 Est. Cost $50.68 Unrealized
DASH DoorDash Inc 0.0%
Value ($000) $254 Shares 1,516 Est. Cost $121.28 Unrealized +35.5%
GWW WW Grainger Inc 0.0%
Value ($000) $254 Shares 241 Est. Cost $956.89 Unrealized +16.6%
NGG National Grid PLC 0.0%
Value ($000) $253 Shares 4,257 Est. Cost $63.20 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $252 Shares 2,800 Est. Cost $92.14 Unrealized
CRH CRH PLC 0.0%
Value ($000) $250 Shares 2,701 Est. Cost $55.25 Unrealized +72.5%
STLD Steel Dynamics Inc 0.0%
Value ($000) $250 Shares 2,188 Est. Cost $38.96 Unrealized +234.9%
EMN Eastman Chemical Co 0.0%
Value ($000) $249 Shares 2,724 Est. Cost $76.45 Unrealized +27.3%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $246 Shares 1,630 Est. Cost $126.89 Unrealized +20.3%
MAC Macerich Co/The 0.0%
Value ($000) $244 Shares 12,234 Est. Cost $8.55 Unrealized
AXON Axon Enterprise Inc 0.0%
Value ($000) $244 Shares 410 Est. Cost $543.94 Unrealized 0.0%
NICE NICE Ltd 0.0%
Value ($000) $243 Shares 1,428 Est. Cost $173.46 Unrealized
VYMI Vanguard International High Dividend Yield ETF 0.0%
Value ($000) $242 Shares 3,566 Est. Cost $63.20 Unrealized
OBDC Blue Owl Capital Corp 0.0%
Value ($000) $242 Shares 16,000 Est. Cost $9.92 Unrealized +32.0%
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $241 Shares 407 Est. Cost $587.68 Unrealized +22.0%
NEOG Neogen Corp 0.0%
Value ($000) $241 Shares 19,832 Est. Cost $18.42 Unrealized -24.0%
DRI Darden Restaurants Inc 0.0%
Value ($000) $240 Shares 1,283 Est. Cost $145.87 Unrealized +11.5%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $238 Shares 3,208 Est. Cost $71.58 Unrealized +5.7%
JMST JPMorgan Ultra-Short Municipal Income ETF 0.0%
Value ($000) $238 Shares 4,685 Est. Cost $50.71 Unrealized
HYMB SPDR Nuveen S&P High Yield Municipal Bond ETF 0.0%
Value ($000) $237 Shares 9,268 Est. Cost $25.32 Unrealized
IX ORIX Corp 0.0%
Value ($000) $236 Shares 2,225 Est. Cost $109.87 Unrealized
OGN Organon & Co 0.0%
Value ($000) $236 Shares 15,796 Est. Cost $15.75 Unrealized 0.0%
TSCO Tractor Supply Co 0.0%
Value ($000) $236 Shares 4,440 Est. Cost $52.07 Unrealized +6.4%
FDS FactSet Research Systems Inc 0.0%
Value ($000) $233 Shares 486 Est. Cost $419.57 Unrealized +11.8%
IVZ Invesco Ltd 0.0%
Value ($000) $233 Shares 13,347 Est. Cost $8.69 Unrealized +95.2%
VLO Valero Energy Corp 0.0%
Value ($000) $232 Shares 1,893 Est. Cost $85.84 Unrealized +50.4%
DUHP Dimensional US High Profitability ETF 0.0%
Value ($000) $232 Shares 6,863 Est. Cost $33.79 Unrealized
DFAE Dimensional Emerging Core Equity Market ETF 0.0%
Value ($000) $231 Shares 9,119 Est. Cost $25.37 Unrealized
IVLU iShares MSCI Intl Value Factor ETF 0.0%
Value ($000) $230 Shares 8,500 Est. Cost $25.32 Unrealized
BlackRock 2037 Municipal Target Term Trust 0.0%
Value ($000) $230 Shares 9,000 Est. Cost $24.70 Unrealized
TRGP Targa Resources Corp 0.0%
Value ($000) $230 Shares 1,289 Est. Cost $175.16 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $230 Shares 6,106 Est. Cost $31.90 Unrealized +16.8%
IBN ICICI Bank Ltd 0.0%
Value ($000) $230 Shares 7,694 Est. Cost $29.86 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $230 Shares 1,401 Est. Cost $188.10 Unrealized -9.1%
VOYA Voya Financial Inc 0.0%
Value ($000) $229 Shares 3,329 Est. Cost $67.24 Unrealized +12.9%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $229 Shares 1,305 Est. Cost $166.06 Unrealized +6.0%
EQR Equity Residential 0.0%
Value ($000) $228 Shares 3,182 Est. Cost $61.38 Unrealized +13.7%
NRG NRG Energy Inc 0.0%
Value ($000) $228 Shares 2,523 Est. Cost $78.45 Unrealized +16.3%
FLR Fluor Corp 0.0%
Value ($000) $224 Shares 4,547 Est. Cost $47.16 Unrealized +11.8%
RJF Raymond James Financial Inc 0.0%
Value ($000) $224 Shares 1,443 Est. Cost $148.59 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $222 Shares 8,901 Est. Cost $23.40 Unrealized 0.0%
JEPI JPMorgan Equity Premium Income ETF 0.0%
Value ($000) $222 Shares 3,855 Est. Cost $57.53 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $222 Shares 2,679 Est. Cost $84.85 Unrealized +6.0%
COMT iShares Commodities Select Strategy ETF 0.0%
Value ($000) $221 Shares 8,729 Est. Cost $25.31 Unrealized
MT ArcelorMittal 0.0%
Value ($000) $221 Shares 9,545 Est. Cost $26.00 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $220 Shares 3,831 Est. Cost $67.82 Unrealized -2.2%
ARGX Argenx SE 0.0%
Value ($000) $220 Shares 357 Est. Cost $615.00 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $218 Shares 422 Est. Cost $542.38 Unrealized +3.9%
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $217 Shares 858 Est. Cost $242.49 Unrealized +9.9%
TRI Thomson Reuters Corp 0.0%
Value ($000) $216 Shares 1,349 Est. Cost $128.15 Unrealized +26.3%
FMS Fresenius Medical Care AG 0.0%
Value ($000) $216 Shares 9,541 Est. Cost $22.64 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $216 Shares 1,849 Est. Cost $90.13 Unrealized +33.3%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF 0.0%
Value ($000) $214 Shares 3,804 Est. Cost $56.38 Unrealized
FALN iShares Fallen Angels USD Bond ETF 0.0%
Value ($000) $214 Shares 8,000 Est. Cost $28.57 Unrealized
LOUP Innovator Deepwater Frontier Tech ETF 0.0%
Value ($000) $213 Shares 4,000 Est. Cost $53.34 Unrealized
TELFY Telefonica SA 0.0%
Value ($000) $212 Shares 52,777 Est. Cost $4.13 Unrealized
SCHO Schwab Short-Term U.S. Treasury ETF 0.0%
Value ($000) $212 Shares 8,816 Est. Cost $49.89 Unrealized
BUD Anheuser-Busch InBev SA/NV 0.0%
Value ($000) $212 Shares 4,228 Est. Cost $59.73 Unrealized
SFM Sprouts Farmers Market Inc 0.0%
Value ($000) $209 Shares 1,648 Est. Cost $132.91 Unrealized 0.0%
IGF iShares Global Infrastructure ETF 0.0%
Value ($000) $209 Shares 4,000 Est. Cost $47.92 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $209 Shares 10,380 Est. Cost $15.46 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $208 Shares 817 Est. Cost $278.44 Unrealized -4.6%
POST Post Holdings Inc 0.0%
Value ($000) $207 Shares 1,812 Est. Cost $112.16 Unrealized +1.6%
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $206 Shares 1,169 Est. Cost $193.22 Unrealized +4.6%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $206 Shares 15,549 Est. Cost $15.41 Unrealized
SE Sea Ltd 0.0%
Value ($000) $206 Shares 1,940 Est. Cost $106.10 Unrealized
ES Eversource Energy Com 0.0%
Value ($000) $206 Shares 3,583 Est. Cost $63.92 Unrealized -7.9%
M Macy's Inc 0.0%
Value ($000) $205 Shares 12,129 Est. Cost $12.32 Unrealized +29.3%
IP International Paper Co 0.0%
Value ($000) $205 Shares 3,804 Est. Cost $51.32 Unrealized 0.0%
ESS Essex Property Trust Inc 0.0%
Value ($000) $205 Shares 717 Est. Cost $282.24 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $204 Shares 1,078 Est. Cost $192.50 Unrealized 0.0%
WCC WESCO International Inc 0.0%
Value ($000) $204 Shares 1,129 Est. Cost $187.01 Unrealized 0.0%
RNAM Avidity Biosciences Inc 0.0%
Value ($000) $203 Shares 6,990 Est. Cost $28.69 Unrealized +45.7%
CHE Chemed Corp 0.0%
Value ($000) $203 Shares 383 Est. Cost $555.51 Unrealized +1.0%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $203 Shares 724 Est. Cost $217.79 Unrealized
ADM Archer-Daniels-Midland Co 0.0%
Value ($000) $202 Shares 4,005 Est. Cost $59.30 Unrealized -12.7%
IBB iShares Biotechnology ETF 0.0%
Value ($000) $202 Shares 1,530 Est. Cost $135.85 Unrealized
TTEK Tetra Tech Inc 0.0%
Value ($000) $202 Shares 5,072 Est. Cost $44.50 Unrealized +0.9%
SAIA Saia Inc 0.0%
Value ($000) $201 Shares 442 Est. Cost $494.69 Unrealized 0.0%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $201 Shares 642 Est. Cost $302.48 Unrealized 0.0%
GPN Global Payments Inc 0.0%
Value ($000) $200 Shares 1,785 Est. Cost $107.88 Unrealized 0.0%
COTY Coty Inc 0.0%
Value ($000) $190 Shares 27,287 Est. Cost $5.27 Unrealized +45.7%
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $188 Shares 69,252 Est. Cost $2.30 Unrealized
WDS Woodside Energy Group Ltd 0.0%
Value ($000) $170 Shares 10,904 Est. Cost $15.60 Unrealized
NMR Nomura Holdings Inc 0.0%
Value ($000) $168 Shares 28,960 Est. Cost $4.41 Unrealized
DoubleLine Income Solutions Fund 0.0%
Value ($000) $160 Shares 12,750 Est. Cost $11.98 Unrealized
PSBD Palmer Square Capital BDC Inc 0.0%
Value ($000) $159 Shares 10,452 Est. Cost $12.79 Unrealized +6.6%
PBR Petroleo Brasileiro SA 0.0%
Value ($000) $157 Shares 12,243 Est. Cost $14.41 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $151 Shares 16,160 Est. Cost $8.96 Unrealized
ORANY Orange SA 0.0%
Value ($000) $142 Shares 14,447 Est. Cost $10.00 Unrealized
RLJ RLJ Lodging Trust 0.0%
Value ($000) $138 Shares 13,482 Est. Cost $7.71 Unrealized
ASX ASE Technology Holding Co Ltd 0.0%
Value ($000) $131 Shares 13,002 Est. Cost $8.01 Unrealized
STOK Stoke Therapeutics Inc 0.0%
Value ($000) $119 Shares 10,815 Est. Cost $6.58 Unrealized +86.8%
NOK Nokia Oyj 0.0%
Value ($000) $117 Shares 26,320 Est. Cost $4.30 Unrealized
Nuveen AMT-Free Quality Municipal Income Fund 0.0%
Value ($000) $113 Shares 10,000 Est. Cost $11.46 Unrealized
AEG Aegon Ltd 0.0%
Value ($000) $105 Shares 17,757 Est. Cost $6.03 Unrealized
WIT Wipro Ltd 0.0%
Value ($000) $91 Shares 25,806 Est. Cost $4.07 Unrealized
GRAB Grab Holdings Ltd 0.0%
Value ($000) $91 Shares 19,211 Est. Cost $3.82 Unrealized +19.2%
VOD Vodafone Group PLC 0.0%
Value ($000) $85 Shares 10,034 Est. Cost $8.87 Unrealized
ICL ICL Group Ltd 0.0%
Value ($000) $83 Shares 16,832 Est. Cost $4.47 Unrealized 0.0%
GPMT Granite Point Mortgage Trust Inc 0.0%
Value ($000) $56 Shares 20,000 Est. Cost $8.66 Unrealized
ABEV Ambev SA 0.0%
Value ($000) $35 Shares 18,848 Est. Cost $2.72 Unrealized