Simplicity Wealth,LLC Quant / Systematic

CIK: 0001913243 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value ($000): $479,588 (100.0% shares, 0.0% debt)

Holdings (323)

VOO VANGUARD INDEX FDS 9.0%
Value ($000) $43,307 Shares 80,376 Est. Cost $475.54 Unrealized
IVV ISHARES TR 6.5%
Value ($000) $31,151 Shares 52,917 Est. Cost $495.07 Unrealized
EMBJ EMBRAER S.A. 5.2%
Value ($000) $24,774 Shares 675,400 Est. Cost $26.64 Unrealized
NVDA NVIDIA CORPORATION 4.4%
Value ($000) $21,302 Shares 158,626 Est. Cost $97.99 Unrealized +40.6%
FYT FIRST TR EXCHANGE-TRADED ALP 3.3%
Value ($000) $15,961 Shares 290,153 Est. Cost $54.26 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $11,194 Shares 26,559 Est. Cost $397.54 Unrealized +6.2%
AAPL APPLE INC 2.2%
Value ($000) $10,563 Shares 42,182 Est. Cost $180.18 Unrealized +30.2%
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $8,998 Shares 15,353 Est. Cost $508.43 Unrealized
SMMD ISHARES TR 1.7%
Value ($000) $8,070 Shares 118,675 Est. Cost $67.20 Unrealized
INSG INSEEGO CORP 1.6%
Value ($000) $7,813 Shares 761,483 Est. Cost $2.58 Unrealized +468.4%
MPLX MPLX LP 1.6%
Value ($000) $7,789 Shares 162,749 Est. Cost $41.78 Unrealized
SPYM SPDR SER TR 1.6%
Value ($000) $7,744 Shares 112,333 Est. Cost $60.22 Unrealized
TSLA TESLA INC 1.5%
Value ($000) $7,357 Shares 18,218 Est. Cost $196.37 Unrealized +63.8%
AMZN AMAZON COM INC 1.5%
Value ($000) $6,972 Shares 31,777 Est. Cost $165.73 Unrealized +23.4%
IUSB ISHARES TR 1.4%
Value ($000) $6,660 Shares 147,349 Est. Cost $45.76 Unrealized
IDEV ISHARES TR 1.3%
Value ($000) $6,218 Shares 96,455 Est. Cost $66.43 Unrealized
IJR ISHARES TR 1.1%
Value ($000) $5,315 Shares 46,126 Est. Cost $110.43 Unrealized
IEMG ISHARES INC 1.1%
Value ($000) $5,121 Shares 98,061 Est. Cost $49.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $4,966 Shares 10,955 Est. Cost $392.93 Unrealized +17.5%
ETF OPPORTUNITIES TRUST 1.0%
Value ($000) $4,959 Shares 177,045 Est. Cost $29.16 Unrealized
IWF ISHARES TR 1.0%
Value ($000) $4,780 Shares 11,904 Est. Cost $320.44 Unrealized
WLTG ETF OPPORTUNITIES TRUST 0.8%
Value ($000) $4,007 Shares 137,295 Est. Cost $29.19 Unrealized
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $3,998 Shares 16,679 Est. Cost $174.32 Unrealized +30.8%
DYFI ETF OPPORTUNITIES TRUST 0.8%
Value ($000) $3,930 Shares 168,777 Est. Cost $23.83 Unrealized
UWM PROSHARES TR 0.8%
Value ($000) $3,790 Shares 90,572 Est. Cost $41.85 Unrealized
SPDW SPDR INDEX SHS FDS 0.8%
Value ($000) $3,636 Shares 106,531 Est. Cost $35.57 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $3,584 Shares 6,121 Est. Cost $442.64 Unrealized +32.1%
FVD FIRST TR VALUE LINE DIVID IN 0.7%
Value ($000) $3,438 Shares 78,772 Est. Cost $42.30 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $3,403 Shares 19,421 Est. Cost $169.32 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $3,110 Shares 16,333 Est. Cost $143.07 Unrealized +22.8%
GOOGL ALPHABET INC 0.6%
Value ($000) $2,942 Shares 15,540 Est. Cost $142.74 Unrealized +22.0%
IXUS ISHARES TR 0.6%
Value ($000) $2,939 Shares 44,443 Est. Cost $67.60 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $2,883 Shares 5,638 Est. Cost $437.02 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,854 Shares 79,600 Est. Cost $35.85 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,645 Shares 15,775 Est. Cost $149.40 Unrealized +10.9%
V VISA INC 0.6%
Value ($000) $2,644 Shares 8,365 Est. Cost $270.46 Unrealized +10.3%
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $2,345 Shares 54,576 Est. Cost $43.73 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $2,202 Shares 10,015 Est. Cost $174.78 Unrealized +23.8%
BUFR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $2,116 Shares 69,442 Est. Cost $28.17 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $2,095 Shares 7,930 Est. Cost $252.37 Unrealized
IEFA ISHARES TR 0.4%
Value ($000) $2,011 Shares 28,619 Est. Cost $74.00 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $1,960 Shares 2,539 Est. Cost $701.28 Unrealized +17.1%
SPYG SPDR SER TR 0.4%
Value ($000) $1,945 Shares 22,128 Est. Cost $71.03 Unrealized
MTUM ISHARES TR 0.4%
Value ($000) $1,857 Shares 8,973 Est. Cost $188.56 Unrealized
HUBB HUBBELL INC 0.4%
Value ($000) $1,842 Shares 4,398 Est. Cost $364.05 Unrealized +20.8%
SRLN SSGA ACTIVE ETF TR 0.4%
Value ($000) $1,823 Shares 43,683 Est. Cost $41.81 Unrealized
SGOV ISHARES TR 0.4%
Value ($000) $1,785 Shares 17,791 Est. Cost $100.50 Unrealized
QUAL ISHARES TR 0.4%
Value ($000) $1,783 Shares 10,014 Est. Cost $146.61 Unrealized
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $1,760 Shares 29,180 Est. Cost $71.78 Unrealized -0.5%
IAU ISHARES GOLD TR 0.4%
Value ($000) $1,755 Shares 35,454 Est. Cost $42.32 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $1,753 Shares 1,967 Est. Cost $55.40 Unrealized +48.6%
SPHY SPDR SER TR 0.3%
Value ($000) $1,670 Shares 71,159 Est. Cost $23.46 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $1,588 Shares 30,718 Est. Cost $51.42 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,557 Shares 6,310 Est. Cost $219.87 Unrealized +19.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,540 Shares 14,318 Est. Cost $98.45 Unrealized +14.1%
HD HOME DEPOT INC 0.3%
Value ($000) $1,535 Shares 3,947 Est. Cost $345.16 Unrealized +15.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,497 Shares 10,354 Est. Cost $150.01 Unrealized -0.3%
AVGO BROADCOM INC 0.3%
Value ($000) $1,468 Shares 6,332 Est. Cost $122.89 Unrealized +48.8%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,468 Shares 33,324 Est. Cost $43.48 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,455 Shares 19,243 Est. Cost $79.29 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,435 Shares 14,653 Est. Cost $92.87 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $1,388 Shares 13,023 Est. Cost $107.37 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $1,385 Shares 36,095 Est. Cost $36.72 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,361 Shares 19,377 Est. Cost $49.65 Unrealized +34.3%
EEM ISHARES TR 0.3%
Value ($000) $1,357 Shares 32,454 Est. Cost $43.67 Unrealized
BIL SPDR SER TR 0.3%
Value ($000) $1,345 Shares 14,709 Est. Cost $91.76 Unrealized
SPTM SPDR SER TR 0.3%
Value ($000) $1,339 Shares 18,746 Est. Cost $63.04 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,312 Shares 2,492 Est. Cost $450.38 Unrealized +14.3%
IJH ISHARES TR 0.3%
Value ($000) $1,298 Shares 20,830 Est. Cost $61.56 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,283 Shares 4,427 Est. Cost $259.89 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,279 Shares 11,169 Est. Cost $116.85 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,220 Shares 5,246 Est. Cost $204.96 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,208 Shares 23,100 Est. Cost $36.18 Unrealized +34.9%
PFF ISHARES TR 0.2%
Value ($000) $1,188 Shares 37,779 Est. Cost $32.69 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $1,186 Shares 15,076 Est. Cost $77.73 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,145 Shares 12,669 Est. Cost $55.56 Unrealized +54.4%
IEF ISHARES TR 0.2%
Value ($000) $1,142 Shares 12,357 Est. Cost $94.65 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,137 Shares 24,263 Est. Cost $47.04 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,134 Shares 2,243 Est. Cost $485.52 Unrealized +13.9%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $1,132 Shares 47,660 Est. Cost $23.76 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,126 Shares 27,272 Est. Cost $41.91 Unrealized
USRT ISHARES TR 0.2%
Value ($000) $1,109 Shares 19,348 Est. Cost $57.20 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,100 Shares 6,600 Est. Cost $112.62 Unrealized +56.1%
GIS GENERAL MLS INC 0.2%
Value ($000) $1,095 Shares 17,178 Est. Cost $60.43 Unrealized +6.0%
PEP PEPSICO INC 0.2%
Value ($000) $1,093 Shares 7,186 Est. Cost $157.44 Unrealized -0.6%
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $1,080 Shares 11,292 Est. Cost $114.26 Unrealized -14.2%
IWR ISHARES TR 0.2%
Value ($000) $1,078 Shares 12,200 Est. Cost $83.66 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,064 Shares 3,634 Est. Cost $233.00 Unrealized +23.6%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,053 Shares 21,001 Est. Cost $50.13 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,049 Shares 18,029 Est. Cost $58.04 Unrealized
PINNACLE FINL PARTNERS INC 0.2%
Value ($000) $992 Shares 8,669 Est. Cost $93.26 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $982 Shares 10,145 Est. Cost $78.75 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $980 Shares 2,678 Est. Cost $304.70 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $971 Shares 5,467 Est. Cost $161.23 Unrealized +10.0%
IWX ISHARES TR 0.2%
Value ($000) $943 Shares 11,934 Est. Cost $65.68 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $941 Shares 12,180 Est. Cost $76.67 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $940 Shares 1,026 Est. Cost $710.05 Unrealized +29.9%
ABT ABBOTT LABS 0.2%
Value ($000) $933 Shares 8,252 Est. Cost $109.83 Unrealized +3.2%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $912 Shares 33,377 Est. Cost $76.80 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $906 Shares 6,898 Est. Cost $123.71 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $889 Shares 179 Est. Cost $3641.55 Unrealized +30.8%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $888 Shares 6,130 Est. Cost $139.73 Unrealized +4.1%
SHOP SHOPIFY INC 0.2%
Value ($000) $876 Shares 8,241 Est. Cost $80.29 Unrealized +21.1%
PRIM PRIMORIS SVCS CORP 0.2%
Value ($000) $865 Shares 11,323 Est. Cost $44.13 Unrealized +65.5%
EMB ISHARES TR 0.2%
Value ($000) $846 Shares 9,497 Est. Cost $94.31 Unrealized
GGG GRACO INC 0.2%
Value ($000) $844 Shares 10,013 Est. Cost $86.22 Unrealized -1.2%
IWM ISHARES TR 0.2%
Value ($000) $840 Shares 3,800 Est. Cost $208.65 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $825 Shares 10,795 Est. Cost $73.34 Unrealized +0.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $816 Shares 14,187 Est. Cost $57.79 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $798 Shares 2,199 Est. Cost $312.20 Unrealized +22.3%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $787 Shares 1,917 Est. Cost $346.55 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $756 Shares 3,123 Est. Cost $205.14 Unrealized
OPER ETF SER SOLUTIONS 0.2%
Value ($000) $754 Shares 7,540 Est. Cost $100.07 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $745 Shares 3,297 Est. Cost $180.10 Unrealized +13.0%
USMV ISHARES TR 0.2%
Value ($000) $744 Shares 8,379 Est. Cost $78.71 Unrealized
SNEX STONEX GROUP INC 0.2%
Value ($000) $738 Shares 7,535 Est. Cost $46.22 Unrealized +36.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $730 Shares 1,503 Est. Cost $416.52 Unrealized +26.6%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $724 Shares 35,969 Est. Cost $17.30 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $720 Shares 4,254 Est. Cost $162.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $720 Shares 1,264 Est. Cost $556.31 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $719 Shares 8,765 Est. Cost $81.98 Unrealized
PROSHARES TR 0.1%
Value ($000) $718 Shares 36,500 Est. Cost $19.96 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $714 Shares 5,477 Est. Cost $130.38 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $711 Shares 2,197 Est. Cost $59.54 Unrealized +324.9%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $708 Shares 8,060 Est. Cost $85.88 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $705 Shares 10,846 Est. Cost $42.65 Unrealized +40.8%
EXP EAGLE MATLS INC 0.1%
Value ($000) $694 Shares 2,814 Est. Cost $234.27 Unrealized +22.5%
SAP SAP SE 0.1%
Value ($000) $690 Shares 2,802 Est. Cost $196.80 Unrealized
FBK FB FINL CORP 0.1%
Value ($000) $679 Shares 13,177 Est. Cost $41.35 Unrealized +23.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $675 Shares 5,356 Est. Cost $138.23 Unrealized -11.5%
HEGD LISTED FD TR 0.1%
Value ($000) $671 Shares 29,936 Est. Cost $22.40 Unrealized
GDDY GODADDY INC 0.1%
Value ($000) $659 Shares 3,341 Est. Cost $113.06 Unrealized +61.6%
BA BOEING CO 0.1%
Value ($000) $653 Shares 3,687 Est. Cost $202.30 Unrealized -22.4%
KEX KIRBY CORP 0.1%
Value ($000) $650 Shares 6,147 Est. Cost $86.05 Unrealized +40.0%
RUSHA RUSH ENTERPRISES INC 0.1%
Value ($000) $647 Shares 11,808 Est. Cost $48.64 Unrealized +17.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $644 Shares 1,124 Est. Cost $393.38 Unrealized +38.5%
CLH CLEAN HARBORS INC 0.1%
Value ($000) $629 Shares 2,733 Est. Cost $179.73 Unrealized +38.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $628 Shares 3,209 Est. Cost $181.53 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $596 Shares 1,146 Est. Cost $556.42 Unrealized -1.6%
NUHY NUSHARES ETF TR 0.1%
Value ($000) $596 Shares 28,192 Est. Cost $21.13 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $595 Shares 2,610 Est. Cost $232.22 Unrealized -0.9%
DFSV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $586 Shares 19,050 Est. Cost $30.20 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $584 Shares 2,016 Est. Cost $278.01 Unrealized +4.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $579 Shares 1,645 Est. Cost $332.11 Unrealized +6.8%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $573 Shares 11,977 Est. Cost $49.95 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $567 Shares 5,308 Est. Cost $106.61 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $566 Shares 13,193 Est. Cost $42.54 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $565 Shares 909 Est. Cost $524.38 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $564 Shares 16,291 Est. Cost $32.23 Unrealized
GOLF ACUSHNET HLDGS CORP 0.1%
Value ($000) $563 Shares 7,914 Est. Cost $67.92 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $561 Shares 1,053 Est. Cost $419.13 Unrealized +25.6%
BERRY GLOBAL GROUP INC 0.1%
Value ($000) $559 Shares 8,650 Est. Cost $61.85 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $555 Shares 9,046 Est. Cost $58.06 Unrealized
AXTA AXALTA COATING SYS LTD 0.1%
Value ($000) $553 Shares 16,164 Est. Cost $34.21 Unrealized +10.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $548 Shares 6,146 Est. Cost $84.46 Unrealized +12.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $541 Shares 4,860 Est. Cost $102.48 Unrealized +1.0%
PULS PGIM ETF TR 0.1%
Value ($000) $533 Shares 10,762 Est. Cost $49.61 Unrealized
QID PROSHARES TR 0.1%
Value ($000) $533 Shares 16,300 Est. Cost $32.69 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $530 Shares 2,136 Est. Cost $253.86 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $527 Shares 2,193 Est. Cost $235.38 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $522 Shares 4,340 Est. Cost $85.98 Unrealized +40.3%
CRM SALESFORCE INC 0.1%
Value ($000) $515 Shares 1,542 Est. Cost $281.14 Unrealized +12.7%
LKQ LKQ CORP 0.1%
Value ($000) $512 Shares 13,938 Est. Cost $44.41 Unrealized -17.1%
DFNM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $512 Shares 10,709 Est. Cost $47.99 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $507 Shares 2,156 Est. Cost $128.34 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $503 Shares 5,267 Est. Cost $94.87 Unrealized
MET METLIFE INC 0.1%
Value ($000) $502 Shares 6,130 Est. Cost $74.07 Unrealized +8.9%
NOG NORTHERN OIL & GAS INC 0.1%
Value ($000) $499 Shares 13,441 Est. Cost $35.45 Unrealized +10.6%
NUBD NUSHARES ETF TR 0.1%
Value ($000) $493 Shares 22,644 Est. Cost $21.78 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $493 Shares 1,109 Est. Cost $573.52 Unrealized -13.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $490 Shares 2,482 Est. Cost $167.29 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $489 Shares 5,485 Est. Cost $86.48 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $487 Shares 1,164 Est. Cost $418.96 Unrealized +7.1%
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $484 Shares 10,022 Est. Cost $44.80 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $474 Shares 5,509 Est. Cost $119.83 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $464 Shares 3,523 Est. Cost $125.96 Unrealized
GPGI COMPOSECURE INC 0.1%
Value ($000) $463 Shares 30,170 Est. Cost $12.66 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $458 Shares 1,543 Est. Cost $210.33 Unrealized +34.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $457 Shares 7,726 Est. Cost $47.21 Unrealized +17.3%
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $450 Shares 7,618 Est. Cost $57.25 Unrealized
NKE NIKE INC 0.1%
Value ($000) $450 Shares 5,944 Est. Cost $97.29 Unrealized -21.4%
SDY SPDR SER TR 0.1%
Value ($000) $439 Shares 3,323 Est. Cost $129.46 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $438 Shares 16,478 Est. Cost $26.59 Unrealized
RMD RESMED INC 0.1%
Value ($000) $437 Shares 1,913 Est. Cost $194.72 Unrealized +22.5%
REET ISHARES TR 0.1%
Value ($000) $427 Shares 17,801 Est. Cost $26.41 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $426 Shares 2,770 Est. Cost $149.66 Unrealized +6.6%
RTX RTX CORPORATION 0.1%
Value ($000) $419 Shares 3,623 Est. Cost $87.16 Unrealized +35.7%
SECT NORTHERN LTS FD TR IV 0.1%
Value ($000) $418 Shares 7,602 Est. Cost $50.38 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $412 Shares 6,895 Est. Cost $59.45 Unrealized
FSS FEDERAL SIGNAL CORP 0.1%
Value ($000) $409 Shares 4,432 Est. Cost $77.49 Unrealized +17.8%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $409 Shares 5,211 Est. Cost $70.41 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $407 Shares 17,711 Est. Cost $22.96 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $406 Shares 14,964 Est. Cost $26.15 Unrealized +10.6%
IWD ISHARES TR 0.1%
Value ($000) $404 Shares 2,184 Est. Cost $175.48 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $402 Shares 379 Est. Cost $147.86 Unrealized +37.0%
IWB ISHARES TR 0.1%
Value ($000) $399 Shares 1,239 Est. Cost $288.03 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $389 Shares 3,066 Est. Cost $101.42 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $386 Shares 2,769 Est. Cost $164.35 Unrealized -9.4%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $375 Shares 5,072 Est. Cost $67.84 Unrealized +8.8%
EFG ISHARES TR 0.1%
Value ($000) $375 Shares 3,872 Est. Cost $86.88 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $374 Shares 6,844 Est. Cost $51.30 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $373 Shares 5,190 Est. Cost $72.48 Unrealized
ROAD CONSTRUCTION PARTNERS INC 0.1%
Value ($000) $371 Shares 4,194 Est. Cost $47.27 Unrealized +84.0%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $365 Shares 3,204 Est. Cost $122.43 Unrealized +6.6%
INTU INTUIT 0.1%
Value ($000) $357 Shares 568 Est. Cost $631.25 Unrealized +0.5%
T AT&T INC 0.1%
Value ($000) $354 Shares 15,545 Est. Cost $15.66 Unrealized +37.4%
NVS NOVARTIS AG 0.1%
Value ($000) $352 Shares 3,621 Est. Cost $97.64 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $352 Shares 4,410 Est. Cost $79.76 Unrealized +5.1%
KO COCA COLA CO 0.1%
Value ($000) $349 Shares 5,600 Est. Cost $56.49 Unrealized +11.7%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $347 Shares 2,834 Est. Cost $136.01 Unrealized -5.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $347 Shares 665 Est. Cost $377.87 Unrealized +37.8%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $339 Shares 10,600 Est. Cost $31.81 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $335 Shares 3,459 Est. Cost $100.44 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $334 Shares 6,373 Est. Cost $48.63 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $334 Shares 6,302 Est. Cost $54.92 Unrealized -2.6%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $334 Shares 2,151 Est. Cost $120.27 Unrealized +23.6%
USFR WISDOMTREE TR 0.1%
Value ($000) $333 Shares 6,616 Est. Cost $50.29 Unrealized
AHCO ADAPTHEALTH CORP 0.1%
Value ($000) $330 Shares 34,640 Est. Cost $8.49 Unrealized +19.2%
WDAY WORKDAY INC 0.1%
Value ($000) $330 Shares 1,277 Est. Cost $275.41 Unrealized -7.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $329 Shares 4,277 Est. Cost $56.71 Unrealized +33.2%
TIP ISHARES TR 0.1%
Value ($000) $321 Shares 3,011 Est. Cost $106.56 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $320 Shares 5,115 Est. Cost $65.45 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $317 Shares 3,171 Est. Cost $100.12 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $317 Shares 5,525 Est. Cost $82.16 Unrealized -19.2%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $317 Shares 2,865 Est. Cost $102.84 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $317 Shares 1,071 Est. Cost $248.18 Unrealized +19.0%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $315 Shares 3,077 Est. Cost $99.01 Unrealized 0.0%
SHYG ISHARES TR 0.1%
Value ($000) $313 Shares 7,337 Est. Cost $42.55 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $309 Shares 515 Est. Cost $552.60 Unrealized +7.1%
D DOMINION ENERGY INC 0.1%
Value ($000) $306 Shares 5,685 Est. Cost $46.07 Unrealized +17.3%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $306 Shares 6,739 Est. Cost $47.29 Unrealized
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $305 Shares 2,946 Est. Cost $71.88 Unrealized +51.3%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $304 Shares 2,783 Est. Cost $88.72 Unrealized +28.1%
MRK MERCK & CO INC 0.1%
Value ($000) $304 Shares 3,059 Est. Cost $117.95 Unrealized -16.3%
SPTI SPDR SER TR 0.1%
Value ($000) $304 Shares 10,886 Est. Cost $28.16 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $303 Shares 6,898 Est. Cost $32.95 Unrealized +30.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $303 Shares 1,426 Est. Cost $197.65 Unrealized +10.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $302 Shares 8,049 Est. Cost $40.63 Unrealized -1.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $299 Shares 2,774 Est. Cost $94.33 Unrealized +15.3%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $298 Shares 4,092 Est. Cost $68.48 Unrealized +7.0%
USIG ISHARES TR 0.1%
Value ($000) $295 Shares 5,877 Est. Cost $49.46 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $295 Shares 8,305 Est. Cost $36.84 Unrealized
FPI FARMLAND PARTNERS INC 0.1%
Value ($000) $294 Shares 25,000 Est. Cost $11.10 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $294 Shares 417 Est. Cost $804.87 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $291 Shares 4,446 Est. Cost $68.62 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $289 Shares 718 Est. Cost $427.23 Unrealized +8.5%
PWR QUANTA SVCS INC 0.1%
Value ($000) $287 Shares 908 Est. Cost $243.49 Unrealized +31.9%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $284 Shares 2,565 Est. Cost $120.49 Unrealized -2.6%
DFAR DIMENSIONAL ETF TRUST 0.1%
Value ($000) $280 Shares 12,020 Est. Cost $22.35 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $278 Shares 1,198 Est. Cost $199.60 Unrealized +10.1%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $278 Shares 4,697 Est. Cost $56.05 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $278 Shares 3,055 Est. Cost $79.63 Unrealized +16.9%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $277 Shares 3,434 Est. Cost $83.93 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $271 Shares 2,244 Est. Cost $173.17 Unrealized -16.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $269 Shares 1,396 Est. Cost $144.97 Unrealized +30.6%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $268 Shares 11,801 Est. Cost $37.74 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $259 Shares 4,056 Est. Cost $58.04 Unrealized
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $256 Shares 929 Est. Cost $237.67 Unrealized +16.2%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $254 Shares 9,158 Est. Cost $27.71 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $252 Shares 5,788 Est. Cost $45.88 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $251 Shares 3,288 Est. Cost $29.28 Unrealized +15.6%
HSY HERSHEY CO 0.1%
Value ($000) $249 Shares 1,469 Est. Cost $183.26 Unrealized -5.7%
CBRE CBRE GROUP INC 0.1%
Value ($000) $248 Shares 1,892 Est. Cost $130.93 Unrealized 0.0%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $248 Shares 1,306 Est. Cost $175.19 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $248 Shares 1,915 Est. Cost $114.44 Unrealized
OCUL OCULAR THERAPEUTIX INC 0.1%
Value ($000) $248 Shares 28,987 Est. Cost $7.10 Unrealized +37.5%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $248 Shares 8,881 Est. Cost $43.52 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $245 Shares 353 Est. Cost $693.08 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $244 Shares 1,311 Est. Cost $170.93 Unrealized 0.0%
BITB BITWISE BITCOIN ETF TR 0.1%
Value ($000) $244 Shares 4,799 Est. Cost $50.85 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $243 Shares 2,000 Est. Cost $131.70 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $241 Shares 4,679 Est. Cost $53.72 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $240 Shares 1,680 Est. Cost $184.81 Unrealized -4.2%
ZTS ZOETIS INC 0.0%
Value ($000) $240 Shares 1,471 Est. Cost $183.18 Unrealized -3.7%
WELLS FARGO CO NEW 0.0%
Value ($000) $239 Shares 200 Est. Cost $1219.35 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $236 Shares 4,011 Est. Cost $60.30 Unrealized
BILS SPDR SER TR 0.0%
Value ($000) $235 Shares 2,375 Est. Cost $99.15 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $235 Shares 9,105 Est. Cost $38.14 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $235 Shares 687 Est. Cost $306.18 Unrealized +8.6%
DE DEERE & CO 0.0%
Value ($000) $235 Shares 554 Est. Cost $373.09 Unrealized +11.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $234 Shares 1,142 Est. Cost $202.05 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $233 Shares 648 Est. Cost $306.03 Unrealized +19.4%
EEMV ISHARES INC 0.0%
Value ($000) $232 Shares 4,006 Est. Cost $56.63 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $230 Shares 998 Est. Cost $218.15 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $229 Shares 762 Est. Cost $346.27 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $228 Shares 5,568 Est. Cost $39.55 Unrealized
QABA FIRST TR NASDAQ ABA CMNTY BK 0.0%
Value ($000) $225 Shares 4,055 Est. Cost $55.55 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $225 Shares 2,463 Est. Cost $91.29 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $224 Shares 1,754 Est. Cost $116.34 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $224 Shares 10,478 Est. Cost $20.44 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $224 Shares 4,560 Est. Cost $49.19 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $223 Shares 8,795 Est. Cost $25.37 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $223 Shares 4,206 Est. Cost $37.30 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $223 Shares 4,961 Est. Cost $44.92 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $222 Shares 4,110 Est. Cost $54.12 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $222 Shares 1,840 Est. Cost $117.72 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $221 Shares 2,878 Est. Cost $76.85 Unrealized 0.0%
ACWI ISHARES TR 0.0%
Value ($000) $221 Shares 1,880 Est. Cost $110.13 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $217 Shares 2,375 Est. Cost $89.44 Unrealized +5.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $216 Shares 8,470 Est. Cost $23.92 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $215 Shares 2,077 Est. Cost $79.55 Unrealized +33.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $214 Shares 4,425 Est. Cost $42.12 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $211 Shares 1,995 Est. Cost $119.00 Unrealized -7.4%
MMM 3M CO 0.0%
Value ($000) $208 Shares 1,614 Est. Cost $81.30 Unrealized +57.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $208 Shares 754 Est. Cost $311.40 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $207 Shares 1,391 Est. Cost $156.24 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $207 Shares 1,281 Est. Cost $161.77 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $207 Shares 3,881 Est. Cost $38.37 Unrealized +34.9%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $206 Shares 2,170 Est. Cost $90.64 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $206 Shares 3,911 Est. Cost $57.48 Unrealized -7.8%
QEFA SPDR INDEX SHS FDS 0.0%
Value ($000) $204 Shares 2,808 Est. Cost $74.74 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $203 Shares 166 Est. Cost $1246.68 Unrealized +4.7%
LEMB ISHARES INC 0.0%
Value ($000) $200 Shares 5,550 Est. Cost $36.05 Unrealized
F FORD MTR CO 0.0%
Value ($000) $190 Shares 19,213 Est. Cost $10.74 Unrealized -8.1%
BCS BARCLAYS PLC 0.0%
Value ($000) $168 Shares 12,672 Est. Cost $10.13 Unrealized
SANDSTORM GOLD LTD 0.0%
Value ($000) $167 Shares 30,000 Est. Cost $5.25 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $137 Shares 14,347 Est. Cost $8.49 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $106 Shares 12,188 Est. Cost $9.85 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $104 Shares 10,703 Est. Cost $10.03 Unrealized
AMCOR PLC 0.0%
Value ($000) $98 Shares 10,424 Est. Cost $8.72 Unrealized +15.9%
TNGX TANGO THERAPEUTICS INC 0.0%
Value ($000) $83 Shares 26,961 Est. Cost $9.60 Unrealized -51.6%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $63 Shares 25,000 Est. Cost $4.20 Unrealized -26.8%
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $32 Shares 13,969 Est. Cost $3.99 Unrealized -22.1%