EVERMAY WEALTH MANAGEMENT LLC Diversified Active

CIK: 0001066816 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $559,621 (100.0% shares, 0.0% debt)

Holdings (529)

SCHX SCHWAB STRATEGIC TR 20.6%
Value ($000) $115,212 Shares 1,012,230 Est. Cost $50.03 Unrealized
VOO VANGUARD INDEX FDS 12.3%
Value ($000) $68,922 Shares 157,872 Est. Cost $216.55 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 8.7%
Value ($000) $48,562 Shares 962,012 Est. Cost $50.37 Unrealized
IJH ISHARES TR 6.9%
Value ($000) $38,378 Shares 135,573 Est. Cost $162.26 Unrealized
SPY SPDR S&P 500 ETF TR 6.0%
Value ($000) $33,726 Shares 71,009 Est. Cost $187.12 Unrealized
MINT PIMCO ETF TR 4.5%
Value ($000) $25,365 Shares 249,757 Est. Cost $101.63 Unrealized
IVV ISHARES TR 3.5%
Value ($000) $19,624 Shares 41,142 Est. Cost $245.44 Unrealized
IJR ISHARES TR 2.7%
Value ($000) $15,068 Shares 131,583 Est. Cost $92.89 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $14,791 Shares 83,296 Est. Cost $86.03 Unrealized +79.8%
XSOE WISDOMTREE TR 2.5%
Value ($000) $14,197 Shares 385,256 Est. Cost $35.07 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $9,376 Shares 2,812 Est. Cost $44.98 Unrealized +280.5%
VO VANGUARD INDEX FDS 1.4%
Value ($000) $7,866 Shares 30,873 Est. Cost $124.35 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $6,291 Shares 18,706 Est. Cost $128.02 Unrealized +144.8%
GOOGL ALPHABET INC 1.0%
Value ($000) $5,756 Shares 1,987 Est. Cost $50.14 Unrealized +185.1%
DHR DANAHER CORPORATION 0.8%
Value ($000) $4,461 Shares 13,559 Est. Cost $69.62 Unrealized +288.0%
HD HOME DEPOT INC 0.7%
Value ($000) $3,815 Shares 9,193 Est. Cost $148.16 Unrealized +131.6%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $3,713 Shares 23,447 Est. Cost $69.67 Unrealized +112.2%
IWM ISHARES TR 0.6%
Value ($000) $3,355 Shares 15,080 Est. Cost $118.93 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $2,630 Shares 28,167 Est. Cost $56.74 Unrealized +36.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,594 Shares 8,676 Est. Cost $175.48 Unrealized +63.2%
V VISA INC 0.5%
Value ($000) $2,562 Shares 11,822 Est. Cost $118.74 Unrealized +75.3%
PFE PFIZER INC 0.4%
Value ($000) $2,438 Shares 41,293 Est. Cost $21.19 Unrealized +89.8%
PEP PEPSICO INC 0.4%
Value ($000) $2,306 Shares 13,276 Est. Cost $84.19 Unrealized +70.4%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $2,196 Shares 7,375 Est. Cost $108.16 Unrealized +136.0%
MKC/V MCCORMICK & CO INC 0.3%
Value ($000) $1,937 Shares 20,304 Est. Cost $55.89 Unrealized +39.0%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $1,930 Shares 6,143 Est. Cost $142.68 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,896 Shares 7,073 Est. Cost $123.41 Unrealized +86.1%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,831 Shares 7,585 Est. Cost $177.40 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,786 Shares 17,021 Est. Cost $63.20 Unrealized +36.5%
META META PLATFORMS INC 0.3%
Value ($000) $1,742 Shares 5,180 Est. Cost $176.62 Unrealized +86.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,617 Shares 9,450 Est. Cost $97.09 Unrealized +49.4%
BNL BROADSTONE NET LEASE INC 0.3%
Value ($000) $1,586 Shares 63,913 Est. Cost $19.82 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,568 Shares 24,740 Est. Cost $30.60 Unrealized +64.9%
SANDY SPRING BANCORP INC 0.3%
Value ($000) $1,532 Shares 31,869 Est. Cost $39.90 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,427 Shares 2,841 Est. Cost $235.65 Unrealized +79.2%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,370 Shares 2,413 Est. Cost $201.72 Unrealized +142.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $1,356 Shares 26,564 Est. Cost $45.22 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,332 Shares 25,859 Est. Cost $36.22 Unrealized +30.6%
TREX TREX CO INC 0.2%
Value ($000) $1,308 Shares 9,687 Est. Cost $47.29 Unrealized +153.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,303 Shares 7,963 Est. Cost $78.34 Unrealized +71.2%
MRK MERCK & CO INC 0.2%
Value ($000) $1,279 Shares 16,689 Est. Cost $47.30 Unrealized +47.8%
ABBV ABBVIE INC 0.2%
Value ($000) $1,217 Shares 8,989 Est. Cost $57.01 Unrealized +78.4%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,147 Shares 2,766 Est. Cost $148.55 Unrealized +131.1%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $1,129 Shares 13,423 Est. Cost $63.21 Unrealized +21.0%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,109 Shares 9,817 Est. Cost $63.40 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,105 Shares 382 Est. Cost $55.42 Unrealized +158.8%
ETN EATON CORP PLC 0.2%
Value ($000) $1,070 Shares 6,194 Est. Cost $69.80 Unrealized +122.7%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,001 Shares 4,668 Est. Cost $89.07 Unrealized +89.2%
LLY LILLY ELI & CO 0.2%
Value ($000) $960 Shares 3,475 Est. Cost $99.85 Unrealized +144.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $896 Shares 17,793 Est. Cost $28.74 Unrealized +60.5%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $892 Shares 14,309 Est. Cost $43.64 Unrealized +12.8%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $848 Shares 1,723 Est. Cost $349.48 Unrealized +32.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $847 Shares 5,469 Est. Cost $116.66 Unrealized +35.3%
AVGO BROADCOM INC 0.2%
Value ($000) $846 Shares 1,272 Est. Cost $27.97 Unrealized +85.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $832 Shares 16,012 Est. Cost $35.54 Unrealized +13.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $809 Shares 3,282 Est. Cost $102.72 Unrealized +101.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $807 Shares 10,269 Est. Cost $56.63 Unrealized +9.7%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $785 Shares 4,989 Est. Cost $49.21 Unrealized +183.6%
UNP UNION PAC CORP 0.1%
Value ($000) $773 Shares 3,067 Est. Cost $152.34 Unrealized +41.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $770 Shares 1,990 Est. Cost $285.16 Unrealized +22.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $735 Shares 4,491 Est. Cost $89.73 Unrealized +80.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $733 Shares 11,972 Est. Cost $56.30 Unrealized -4.3%
DHI D R HORTON INC 0.1%
Value ($000) $720 Shares 6,636 Est. Cost $34.55 Unrealized +167.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $720 Shares 5,386 Est. Cost $105.93 Unrealized +0.5%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $719 Shares 2,362 Est. Cost $192.36 Unrealized +37.1%
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $710 Shares 14,060 Est. Cost $50.58 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $676 Shares 2,989 Est. Cost $170.16 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $665 Shares 1,435 Est. Cost $202.18 Unrealized +96.4%
IEMG ISHARES INC 0.1%
Value ($000) $658 Shares 10,997 Est. Cost $61.41 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $656 Shares 5,353 Est. Cost $72.74 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $656 Shares 3,146 Est. Cost $141.36 Unrealized +30.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $648 Shares 1,143 Est. Cost $172.04 Unrealized +263.3%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $646 Shares 7,989 Est. Cost $80.97 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $643 Shares 963 Est. Cost $274.64 Unrealized +124.7%
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $638 Shares 21,183 Est. Cost $26.61 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $635 Shares 14,265 Est. Cost $24.63 Unrealized +66.6%
TFC TRUIST FINL CORP 0.1%
Value ($000) $624 Shares 10,654 Est. Cost $43.65 Unrealized +13.9%
MMM 3M CO 0.1%
Value ($000) $604 Shares 3,401 Est. Cost $116.67 Unrealized +9.1%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $600 Shares 5,855 Est. Cost $63.07 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $595 Shares 6,299 Est. Cost $62.95 Unrealized -2.2%
KO COCA COLA CO 0.1%
Value ($000) $589 Shares 9,941 Est. Cost $36.08 Unrealized +36.3%
JEPI J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $587 Shares 9,284 Est. Cost $60.57 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $584 Shares 2,183 Est. Cost $145.88 Unrealized +72.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $581 Shares 6,756 Est. Cost $58.33 Unrealized +36.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $563 Shares 1,615 Est. Cost $255.21 Unrealized +20.7%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $563 Shares 3,078 Est. Cost $100.02 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $551 Shares 1,803 Est. Cost $152.49 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $547 Shares 5,575 Est. Cost $33.52 Unrealized +158.8%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $539 Shares 2,855 Est. Cost $37.25 Unrealized +330.6%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $538 Shares 10,877 Est. Cost $39.92 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $538 Shares 5,203 Est. Cost $77.21 Unrealized +32.1%
TGT TARGET CORP 0.1%
Value ($000) $536 Shares 2,314 Est. Cost $83.84 Unrealized +155.5%
ABT ABBOTT LABS 0.1%
Value ($000) $536 Shares 3,807 Est. Cost $77.11 Unrealized +53.9%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $527 Shares 33,242 Est. Cost $11.75 Unrealized +12.3%
TJX TJX COS INC NEW 0.1%
Value ($000) $518 Shares 6,820 Est. Cost $39.13 Unrealized +66.8%
IWD ISHARES TR 0.1%
Value ($000) $516 Shares 3,074 Est. Cost $94.69 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $500 Shares 1,505 Est. Cost $122.87 Unrealized +181.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $498 Shares 3,641 Est. Cost $102.22 Unrealized +22.6%
CRM SALESFORCE COM INC 0.1%
Value ($000) $494 Shares 1,945 Est. Cost $195.43 Unrealized +42.0%
ORCL ORACLE CORP 0.1%
Value ($000) $487 Shares 5,585 Est. Cost $61.24 Unrealized +45.2%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $470 Shares 2,843 Est. Cost $100.45 Unrealized +51.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $455 Shares 2,269 Est. Cost $85.42 Unrealized +104.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $448 Shares 3,832 Est. Cost $82.33 Unrealized +24.2%
GM GENERAL MTRS CO 0.1%
Value ($000) $445 Shares 7,595 Est. Cost $27.49 Unrealized +105.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $442 Shares 5,082 Est. Cost $57.11 Unrealized +29.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $439 Shares 1,222 Est. Cost $272.58 Unrealized +23.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $432 Shares 1,478 Est. Cost $204.97 Unrealized +16.8%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $431 Shares 5,734 Est. Cost $64.60 Unrealized +0.8%
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $410 Shares 2,144 Est. Cost $127.33 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $410 Shares 1,822 Est. Cost $152.27 Unrealized +21.6%
NKE NIKE INC 0.1%
Value ($000) $407 Shares 2,439 Est. Cost $85.99 Unrealized +79.7%
LOW LOWES COS INC 0.1%
Value ($000) $402 Shares 1,554 Est. Cost $108.12 Unrealized +103.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $400 Shares 1,935 Est. Cost $118.80 Unrealized +57.1%
BALL BALL CORP 0.1%
Value ($000) $398 Shares 4,139 Est. Cost $63.64 Unrealized +37.3%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $398 Shares 2,303 Est. Cost $95.20 Unrealized +47.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $390 Shares 5,882 Est. Cost $36.86 Unrealized +50.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $383 Shares 3,264 Est. Cost $80.30 Unrealized +19.7%
CMI CUMMINS INC 0.1%
Value ($000) $382 Shares 1,752 Est. Cost $141.79 Unrealized +45.2%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $381 Shares 4,691 Est. Cost $80.90 Unrealized
CSX CSX CORP 0.1%
Value ($000) $380 Shares 10,106 Est. Cost $26.35 Unrealized +26.3%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $373 Shares 3,188 Est. Cost $92.53 Unrealized +18.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $370 Shares 3,982 Est. Cost $58.15 Unrealized +48.8%
YUM YUM BRANDS INC 0.1%
Value ($000) $369 Shares 2,655 Est. Cost $70.39 Unrealized +67.9%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $358 Shares 986 Est. Cost $268.77 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $356 Shares 3,751 Est. Cost $60.62 Unrealized +25.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $348 Shares 15,825 Est. Cost $31.64 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $347 Shares 4,183 Est. Cost $56.25 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $346 Shares 2,215 Est. Cost $108.91 Unrealized +32.1%
DGRO ISHARES TR 0.1%
Value ($000) $346 Shares 6,224 Est. Cost $52.62 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $337 Shares 3,007 Est. Cost $82.10 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $336 Shares 1,781 Est. Cost $197.23 Unrealized +9.5%
IGSB ISHARES TR 0.1%
Value ($000) $332 Shares 6,165 Est. Cost $72.39 Unrealized
VERB TECHNOLOGY CO INC 0.1%
Value ($000) $323 Shares 260,561 Est. Cost $1.60 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $315 Shares 4,675 Est. Cost $39.34 Unrealized +40.4%
ECL ECOLAB INC 0.1%
Value ($000) $312 Shares 1,328 Est. Cost $144.68 Unrealized +49.0%
USB US BANCORP DEL 0.1%
Value ($000) $312 Shares 5,562 Est. Cost $39.99 Unrealized +22.1%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $311 Shares 2,237 Est. Cost $134.02 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $311 Shares 4,082 Est. Cost $45.11 Unrealized +23.1%
BLACKROCK INC 0.1%
Value ($000) $309 Shares 338 Est. Cost $723.92 Unrealized
WMT WALMART INC 0.1%
Value ($000) $292 Shares 2,020 Est. Cost $39.47 Unrealized +14.5%
PPG PPG INDS INC 0.1%
Value ($000) $287 Shares 1,666 Est. Cost $105.30 Unrealized +40.1%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $275 Shares 5,912 Est. Cost $67.85 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $272 Shares 1,277 Est. Cost $182.00 Unrealized +11.8%
VMC VULCAN MATLS CO 0.0%
Value ($000) $270 Shares 1,300 Est. Cost $155.90 Unrealized +20.2%
SNPS SYNOPSYS INC 0.0%
Value ($000) $268 Shares 726 Est. Cost $253.80 Unrealized +32.9%
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $266 Shares 1,350 Est. Cost $197.04 Unrealized
BA BOEING CO 0.0%
Value ($000) $265 Shares 1,316 Est. Cost $165.16 Unrealized +27.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $263 Shares 1,875 Est. Cost $101.07 Unrealized +20.2%
CSM PROSHARES TR 0.0%
Value ($000) $263 Shares 2,366 Est. Cost $84.39 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $261 Shares 1,325 Est. Cost $155.34 Unrealized +8.6%
BX BLACKSTONE INC 0.0%
Value ($000) $259 Shares 2,000 Est. Cost $76.25 Unrealized +52.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $258 Shares 4,950 Est. Cost $54.95 Unrealized
FISV FISERV INC 0.0%
Value ($000) $251 Shares 2,416 Est. Cost $108.19 Unrealized -4.4%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $246 Shares 1,075 Est. Cost $172.13 Unrealized +23.4%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $239 Shares 601 Est. Cost $313.94 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $233 Shares 6,426 Est. Cost $28.24 Unrealized +30.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $233 Shares 1,275 Est. Cost $124.72 Unrealized +17.1%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $230 Shares 1,405 Est. Cost $115.05 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $228 Shares 2,210 Est. Cost $56.78 Unrealized +41.7%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $228 Shares 2,129 Est. Cost $61.65 Unrealized +31.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $227 Shares 1,788 Est. Cost $112.84 Unrealized +11.9%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $223 Shares 7,060 Est. Cost $27.78 Unrealized +14.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $217 Shares 1,151 Est. Cost $165.81 Unrealized +2.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $213 Shares 1,020 Est. Cost $147.01 Unrealized +26.0%
XYZ BLOCK INC 0.0%
Value ($000) $212 Shares 1,312 Est. Cost $219.80 Unrealized -1.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $211 Shares 600 Est. Cost $262.94 Unrealized +18.4%
USMV ISHARES TR 0.0%
Value ($000) $208 Shares 2,575 Est. Cost $73.80 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $206 Shares 905 Est. Cost $164.64 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value ($000) $204 Shares 11,979 Est. Cost $13.34 Unrealized +3.4%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $204 Shares 2,531 Est. Cost $68.08 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $202 Shares 4,267 Est. Cost $33.78 Unrealized -2.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $202 Shares 568 Est. Cost $335.56 Unrealized -7.9%
NFLX NETFLIX INC 0.0%
Value ($000) $199 Shares 330 Est. Cost $54.24 Unrealized +17.8%
PSN PARSONS CORP DEL 0.0%
Value ($000) $197 Shares 5,864 Est. Cost $34.70 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $194 Shares 2,398 Est. Cost $24.15 Unrealized +20.9%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $188 Shares 693 Est. Cost $188.81 Unrealized +26.9%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $187 Shares 2,100 Est. Cost $89.59 Unrealized -1.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $186 Shares 2,175 Est. Cost $73.31 Unrealized -3.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $183 Shares 1,980 Est. Cost $56.72 Unrealized +20.5%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $181 Shares 644 Est. Cost $251.87 Unrealized +25.4%
QUAL ISHARES TR 0.0%
Value ($000) $178 Shares 1,223 Est. Cost $133.28 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $177 Shares 2,585 Est. Cost $53.81 Unrealized +1.7%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $173 Shares 1,974 Est. Cost $32.32 Unrealized +20.4%
FDX FEDEX CORP 0.0%
Value ($000) $172 Shares 665 Est. Cost $137.51 Unrealized +59.9%
PCAR PACCAR INC 0.0%
Value ($000) $170 Shares 1,930 Est. Cost $51.17 Unrealized -4.7%
IVW ISHARES TR 0.0%
Value ($000) $169 Shares 2,024 Est. Cost $72.63 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $162 Shares 153 Est. Cost $228.08 Unrealized +47.1%
QDF FLEXSHARES TR 0.0%
Value ($000) $156 Shares 2,538 Est. Cost $56.23 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $154 Shares 214 Est. Cost $684.30 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $153 Shares 4,650 Est. Cost $31.83 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $151 Shares 1,914 Est. Cost $78.89 Unrealized
COOPER COS INC 0.0%
Value ($000) $151 Shares 360 Est. Cost $395.88 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $149 Shares 1,030 Est. Cost $139.67 Unrealized +2.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $147 Shares 499 Est. Cost $20.47 Unrealized +34.1%
DOW DOW INC 0.0%
Value ($000) $143 Shares 2,523 Est. Cost $45.95 Unrealized -2.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $139 Shares 825 Est. Cost $102.35 Unrealized +28.9%
IJT ISHARES TR 0.0%
Value ($000) $136 Shares 980 Est. Cost $132.73 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $134 Shares 56 Est. Cost $2272.52 Unrealized +2.6%
MAS MASCO CORP 0.0%
Value ($000) $133 Shares 1,887 Est. Cost $56.04 Unrealized +6.7%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $130 Shares 1,200 Est. Cost $81.79 Unrealized +8.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $129 Shares 740 Est. Cost $125.21 Unrealized +16.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $129 Shares 250 Est. Cost $492.00 Unrealized
AES AES CORP 0.0%
Value ($000) $129 Shares 5,300 Est. Cost $22.19 Unrealized -6.8%
T AT&T INC 0.0%
Value ($000) $127 Shares 5,144 Est. Cost $14.11 Unrealized +3.9%
FVCB FVCBANKCORP INC 0.0%
Value ($000) $127 Shares 6,473 Est. Cost $13.93 Unrealized +15.1%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $126 Shares 597 Est. Cost $207.57 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $126 Shares 331 Est. Cost $393.87 Unrealized -3.8%
CERNER CORP 0.0%
Value ($000) $125 Shares 1,350 Est. Cost $77.95 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $124 Shares 1,075 Est. Cost $118.14 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $124 Shares 1,444 Est. Cost $67.92 Unrealized +10.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $124 Shares 869 Est. Cost $109.06 Unrealized +5.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $122 Shares 1,029 Est. Cost $247.17 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $122 Shares 713 Est. Cost $167.06 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $121 Shares 464 Est. Cost $240.88 Unrealized
CXSE WISDOMTREE TR 0.0%
Value ($000) $119 Shares 2,394 Est. Cost $80.18 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $117 Shares 3,955 Est. Cost $29.33 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $117 Shares 510 Est. Cost $175.60 Unrealized +5.3%
IWP ISHARES TR 0.0%
Value ($000) $115 Shares 1,000 Est. Cost $113.00 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $114 Shares 645 Est. Cost $128.42 Unrealized +7.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $114 Shares 1,584 Est. Cost $47.19 Unrealized +32.7%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $113 Shares 1,293 Est. Cost $87.39 Unrealized
LINDE PLC 0.0%
Value ($000) $111 Shares 320 Est. Cost $290.63 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $110 Shares 1,400 Est. Cost $71.31 Unrealized -3.6%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $109 Shares 4,215 Est. Cost $22.54 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $107 Shares 600 Est. Cost $173.33 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $105 Shares 1,937 Est. Cost $41.98 Unrealized +21.4%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $105 Shares 1,305 Est. Cost $75.66 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $103 Shares 2,068 Est. Cost $63.78 Unrealized -14.9%
IWC ISHARES TR 0.0%
Value ($000) $102 Shares 729 Est. Cost $152.08 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $99 Shares 375 Est. Cost $242.67 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $93 Shares 1,947 Est. Cost $39.98 Unrealized +11.1%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $89 Shares 360 Est. Cost $209.42 Unrealized +0.4%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $86 Shares 195 Est. Cost $346.07 Unrealized +14.1%
DON WISDOMTREE TR 0.0%
Value ($000) $86 Shares 1,935 Est. Cost $41.86 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $84 Shares 968 Est. Cost $71.71 Unrealized +9.4%
PPL PPL CORP 0.0%
Value ($000) $82 Shares 2,736 Est. Cost $24.32 Unrealized +2.6%
IVE ISHARES TR 0.0%
Value ($000) $81 Shares 518 Est. Cost $146.72 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $81 Shares 373 Est. Cost $190.45 Unrealized +3.1%
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $81 Shares 1,160 Est. Cost $65.52 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $80 Shares 692 Est. Cost $111.77 Unrealized
UNILEVER PLC 0.0%
Value ($000) $80 Shares 1,485 Est. Cost $58.68 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $77 Shares 1,928 Est. Cost $38.68 Unrealized -16.9%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $76 Shares 1,800 Est. Cost $16.72 Unrealized 0.0%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $76 Shares 450 Est. Cost $171.22 Unrealized -6.2%
PSA PUBLIC STORAGE 0.0%
Value ($000) $75 Shares 200 Est. Cost $273.88 Unrealized +0.6%
PGIM GLOBAL HIGH YIELD FD FO 0.0%
Value ($000) $72 Shares 4,800 Est. Cost $15.84 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $72 Shares 1,858 Est. Cost $39.59 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $71 Shares 150 Est. Cost $369.84 Unrealized +19.5%
BP BP PLC 0.0%
Value ($000) $70 Shares 2,643 Est. Cost $26.49 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $69 Shares 965 Est. Cost $63.21 Unrealized
AME AMETEK INC 0.0%
Value ($000) $67 Shares 455 Est. Cost $129.89 Unrealized +2.5%
ETF MANAGERS TR 0.0%
Value ($000) $65 Shares 1,055 Est. Cost $60.66 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $65 Shares 472 Est. Cost $138.47 Unrealized -3.9%
PSX PHILLIPS 66 0.0%
Value ($000) $65 Shares 900 Est. Cost $70.57 Unrealized -8.3%
RBLX ROBLOX CORP 0.0%
Value ($000) $64 Shares 621 Est. Cost $82.10 Unrealized +18.3%
GL GLOBE LIFE INC 0.0%
Value ($000) $63 Shares 675 Est. Cost $98.55 Unrealized -9.3%
MCK MCKESSON CORP 0.0%
Value ($000) $62 Shares 250 Est. Cost $188.10 Unrealized +14.2%
IDEV ISHARES TR 0.0%
Value ($000) $61 Shares 904 Est. Cost $67.48 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $60 Shares 308 Est. Cost $155.25 Unrealized +14.4%
SSO PROSHARES TR 0.0%
Value ($000) $59 Shares 400 Est. Cost $120.00 Unrealized
GLW CORNING INC 0.0%
Value ($000) $58 Shares 1,550 Est. Cost $33.34 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $58 Shares 510 Est. Cost $102.72 Unrealized +3.6%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $55 Shares 800 Est. Cost $67.50 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $55 Shares 911 Est. Cost $55.98 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $55 Shares 82 Est. Cost $643.63 Unrealized 0.0%
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $55 Shares 5,800 Est. Cost $9.48 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $55 Shares 194 Est. Cost $285.27 Unrealized +2.2%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $54 Shares 874 Est. Cost $62.93 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $52 Shares 370 Est. Cost $114.68 Unrealized +2.9%
AMWD AMERICAN WOODMARK CORPORATIO 0.0%
Value ($000) $52 Shares 800 Est. Cost $93.57 Unrealized -27.6%
MET METLIFE INC 0.0%
Value ($000) $52 Shares 838 Est. Cost $55.38 Unrealized 0.0%
EEM ISHARES TR 0.0%
Value ($000) $52 Shares 1,067 Est. Cost $55.30 Unrealized
DE DEERE & CO 0.0%
Value ($000) $51 Shares 150 Est. Cost $342.83 Unrealized -4.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $51 Shares 1,300 Est. Cost $30.66 Unrealized 0.0%
XBI SPDR SER TR 0.0%
Value ($000) $50 Shares 448 Est. Cost $121.39 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $50 Shares 1,152 Est. Cost $33.48 Unrealized +10.9%
HYG ISHARES TR 0.0%
Value ($000) $50 Shares 576 Est. Cost $88.33 Unrealized
SPYX SPDR SER TR 0.0%
Value ($000) $50 Shares 425 Est. Cost $105.88 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $50 Shares 300 Est. Cost $166.67 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $49 Shares 1,032 Est. Cost $43.90 Unrealized -0.8%
ZTS ZOETIS INC 0.0%
Value ($000) $49 Shares 200 Est. Cost $84.89 Unrealized +148.0%
UDR UDR INC 0.0%
Value ($000) $48 Shares 800 Est. Cost $39.57 Unrealized +21.3%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $48 Shares 532 Est. Cost $92.98 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $48 Shares 1,061 Est. Cost $41.56 Unrealized +5.8%
UI UBIQUITI INC 0.0%
Value ($000) $48 Shares 158 Est. Cost $308.99 Unrealized -1.5%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $47 Shares 416 Est. Cost $75.50 Unrealized +12.2%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $47 Shares 350 Est. Cost $108.88 Unrealized +7.6%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $47 Shares 600 Est. Cost $81.67 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $47 Shares 807 Est. Cost $43.85 Unrealized +16.4%
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $45 Shares 3,000 Est. Cost $15.33 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $41.16 Unrealized -8.1%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $45 Shares 800 Est. Cost $65.87 Unrealized -16.5%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $45 Shares 960 Est. Cost $46.63 Unrealized -12.0%
WPC WP CAREY INC 0.0%
Value ($000) $45 Shares 550 Est. Cost $74.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $43 Shares 2,360 Est. Cost $23.45 Unrealized -5.8%
KLAC KLA CORP 0.0%
Value ($000) $43 Shares 100 Est. Cost $369.50 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $42 Shares 261 Est. Cost $150.00 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $42 Shares 835 Est. Cost $51.15 Unrealized
EQUITY COMWLTH 0.0%
Value ($000) $41 Shares 1,385 Est. Cost $29.60 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $41 Shares 2,688 Est. Cost $12.39 Unrealized +5.1%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $40 Shares 305 Est. Cost $143.15 Unrealized -1.1%
AVANGRID INC 0.0%
Value ($000) $40 Shares 792 Est. Cost $51.77 Unrealized
KEY KEYCORP 0.0%
Value ($000) $40 Shares 1,728 Est. Cost $17.28 Unrealized +8.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $39 Shares 28 Est. Cost $149.84 Unrealized -2.5%
POOL POOL CORP 0.0%
Value ($000) $38 Shares 67 Est. Cost $426.35 Unrealized +16.7%
LEN LENNAR CORP 0.0%
Value ($000) $37 Shares 315 Est. Cost $90.32 Unrealized +6.4%
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value ($000) $37 Shares 533 Est. Cost $68.24 Unrealized +1.0%
SHOCKWAVE MED INC 0.0%
Value ($000) $37 Shares 208 Est. Cost $206.73 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $36 Shares 768 Est. Cost $38.79 Unrealized +3.8%
O REALTY INCOME CORP 0.0%
Value ($000) $36 Shares 500 Est. Cost $51.83 Unrealized +6.8%
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value ($000) $36 Shares 900 Est. Cost $28.10 Unrealized +23.6%
WSBC WESBANCO INC 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $37.49 Unrealized -6.2%
VNT VONTIER CORPORATION 0.0%
Value ($000) $35 Shares 1,126 Est. Cost $32.94 Unrealized -1.1%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $35 Shares 167 Est. Cost $150.03 Unrealized -0.0%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $34 Shares 900 Est. Cost $35.56 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $34 Shares 513 Est. Cost $76.12 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $33 Shares 560 Est. Cost $41.29 Unrealized +20.2%
SPDR SER TR 0.0%
Value ($000) $33 Shares 334 Est. Cost $98.80 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $19.66 Unrealized +47.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $33 Shares 250 Est. Cost $138.37 Unrealized -5.0%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $32 Shares 415 Est. Cost $76.67 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $32 Shares 1,525 Est. Cost $20.98 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $31 Shares 378 Est. Cost $93.46 Unrealized
SRE SEMPRA 0.0%
Value ($000) $31 Shares 236 Est. Cost $58.86 Unrealized -5.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $31 Shares 200 Est. Cost $156.58 Unrealized -9.3%
IHRT IHEARTMEDIA INC 0.0%
Value ($000) $30 Shares 1,406 Est. Cost $24.65 Unrealized -14.1%
KOMP SPDR SER TR 0.0%
Value ($000) $29 Shares 495 Est. Cost $66.67 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $29 Shares 725 Est. Cost $39.25 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $29 Shares 333 Est. Cost $90.09 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $29 Shares 700 Est. Cost $44.29 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $28 Shares 464 Est. Cost $58.19 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $28 Shares 183 Est. Cost $162.02 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $28 Shares 110 Est. Cost $236.36 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $27 Shares 278 Est. Cost $79.41 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $26 Shares 698 Est. Cost $17.61 Unrealized +60.1%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 176 Est. Cost $142.05 Unrealized
NIO NIO INC 0.0%
Value ($000) $26 Shares 834 Est. Cost $39.62 Unrealized
SHM SPDR SER TR 0.0%
Value ($000) $25 Shares 508 Est. Cost $49.21 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $25 Shares 297 Est. Cost $84.18 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $25 Shares 261 Est. Cost $127.79 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $24 Shares 126 Est. Cost $150.00 Unrealized +5.7%
SVB FINANCIAL GROUP 0.0%
Value ($000) $24 Shares 35 Est. Cost $657.14 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $376.83 Unrealized -28.4%
Z ZILLOW GROUP INC 0.0%
Value ($000) $23 Shares 355 Est. Cost $72.06 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 82 Est. Cost $280.49 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 1,375 Est. Cost $18.35 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $22 Shares 731 Est. Cost $31.71 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $22 Shares 331 Est. Cost $64.75 Unrealized +6.1%
MOS MOSAIC CO NEW 0.0%
Value ($000) $22 Shares 560 Est. Cost $28.93 Unrealized +20.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $24.00 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $21 Shares 39 Est. Cost $64.12 Unrealized +7.2%
JNK SPDR SER TR 0.0%
Value ($000) $21 Shares 197 Est. Cost $106.60 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $21 Shares 240 Est. Cost $75.68 Unrealized -3.3%
IYH ISHARES TR 0.0%
Value ($000) $20 Shares 66 Est. Cost $272.73 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $20 Shares 1,010 Est. Cost $21.40 Unrealized -0.0%
MITK MITEK SYS INC 0.0%
Value ($000) $20 Shares 1,150 Est. Cost $16.82 Unrealized +6.2%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $20 Shares 500 Est. Cost $45.04 Unrealized -13.5%
ALB ALBEMARLE CORP 0.0%
Value ($000) $20 Shares 84 Est. Cost $152.58 Unrealized +53.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $20 Shares 66 Est. Cost $141.80 Unrealized +96.3%
MKL MARKEL CORP 0.0%
Value ($000) $19 Shares 15 Est. Cost $1198.75 Unrealized +5.3%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $19 Shares 713 Est. Cost $26.65 Unrealized
PAWZ PROSHARES TR 0.0%
Value ($000) $19 Shares 244 Est. Cost $77.87 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $18 Shares 300 Est. Cost $73.33 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $17 Shares 85 Est. Cost $243.61 Unrealized 0.0%
OEF ISHARES TR 0.0%
Value ($000) $17 Shares 77 Est. Cost $194.81 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $17 Shares 266 Est. Cost $64.63 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $17 Shares 219 Est. Cost $86.76 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $17 Shares 1,223 Est. Cost $11.87 Unrealized -6.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $49.03 Unrealized -12.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $16 Shares 459 Est. Cost $33.82 Unrealized -12.8%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $16 Shares 907 Est. Cost $21.59 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $16 Shares 100 Est. Cost $140.00 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $16 Shares 230 Est. Cost $51.92 Unrealized +5.7%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 390 Est. Cost $41.03 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $25.69 Unrealized +7.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $15 Shares 60 Est. Cost $217.42 Unrealized -2.3%
MUB ISHARES TR 0.0%
Value ($000) $15 Shares 127 Est. Cost $118.11 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $15 Shares 83 Est. Cost $162.53 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $102.22 Unrealized +31.5%
NEOG NEOGEN CORP 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.21 Unrealized -7.4%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $14 Shares 125 Est. Cost $65.53 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $13 Shares 125 Est. Cost $87.20 Unrealized +0.7%
BIIB BIOGEN INC 0.0%
Value ($000) $13 Shares 55 Est. Cost $302.94 Unrealized -15.1%
CANOPY GROWTH CORP 0.0%
Value ($000) $13 Shares 1,525 Est. Cost $24.26 Unrealized
IHAK ISHARES TR 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $62.84 Unrealized +16.7%
STPZ PIMCO ETF TR 0.0%
Value ($000) $13 Shares 235 Est. Cost $55.32 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $13 Shares 20 Est. Cost $673.16 Unrealized +1.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $13 Shares 80 Est. Cost $128.55 Unrealized +17.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $12 Shares 180 Est. Cost $55.76 Unrealized +2.9%
TMUS T-MOBILE US INC 0.0%
Value ($000) $12 Shares 102 Est. Cost $133.21 Unrealized -14.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $12 Shares 69 Est. Cost $147.67 Unrealized +11.5%
BBBY OVERSTOCK COM INC DEL 0.0%
Value ($000) $12 Shares 207 Est. Cost $76.22 Unrealized +9.0%
ESGU ISHARES TR 0.0%
Value ($000) $12 Shares 114 Est. Cost $105.26 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $12 Shares 450 Est. Cost $19.57 Unrealized +9.8%
KRE SPDR SER TR 0.0%
Value ($000) $11 Shares 155 Est. Cost $64.52 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $11 Shares 30 Est. Cost $282.88 Unrealized +12.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $11 Shares 80 Est. Cost $88.28 Unrealized +24.5%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $11 Shares 75 Est. Cost $197.24 Unrealized +26.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $55.86 Unrealized +5.3%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $11 Shares 248 Est. Cost $40.12 Unrealized
EEMX SPDR INDEX SHS FDS 0.0%
Value ($000) $11 Shares 150 Est. Cost $77.78 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $11 Shares 140 Est. Cost $77.01 Unrealized -9.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $11 Shares 120 Est. Cost $69.24 Unrealized +8.7%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $11 Shares 16 Est. Cost $40.03 Unrealized +8.1%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $10 Shares 85 Est. Cost $105.01 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $10 Shares 1,600 Est. Cost $6.31 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $10 Shares 173 Est. Cost $57.80 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $10 Shares 1,266 Est. Cost $8.69 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $10 Shares 375 Est. Cost $29.33 Unrealized
LIFE STORAGE INC 0.0%
Value ($000) $9 Shares 58 Est. Cost $155.17 Unrealized
AMYRIS INC 0.0%
Value ($000) $9 Shares 1,600 Est. Cost $13.75 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $65.18 Unrealized +4.4%
OGN ORGANON & CO 0.0%
Value ($000) $9 Shares 284 Est. Cost $26.93 Unrealized +0.1%
NOW SERVICENOW INC 0.0%
Value ($000) $9 Shares 14 Est. Cost $131.29 Unrealized 0.0%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $8 Shares 170 Est. Cost $42.86 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $292.38 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $8 Shares 585 Est. Cost $13.68 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $8 Shares 159 Est. Cost $50.31 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $8 Shares 125 Est. Cost $71.80 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $8 Shares 78 Est. Cost $80.71 Unrealized -3.7%
IAU GOLD TR 0.0%
Value ($000) $8 Shares 232 Est. Cost $34.48 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $8 Shares 83 Est. Cost $144.65 Unrealized -17.4%
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $32.00 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $7 Shares 160 Est. Cost $31.98 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.50 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $7 Shares 165 Est. Cost $42.42 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $7 Shares 172 Est. Cost $42.02 Unrealized 0.0%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $7 Shares 400 Est. Cost $20.64 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $7 Shares 65 Est. Cost $45.13 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $7 Shares 238 Est. Cost $27.73 Unrealized +24.8%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $7 Shares 67 Est. Cost $97.89 Unrealized +13.8%
DOCU DOCUSIGN INC 0.0%
Value ($000) $7 Shares 44 Est. Cost $273.46 Unrealized -16.6%
FAST FASTENAL CO 0.0%
Value ($000) $6 Shares 95 Est. Cost $23.29 Unrealized +14.5%
F FORD MTR CO DEL 0.0%
Value ($000) $6 Shares 300 Est. Cost $14.00 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $6 Shares 25 Est. Cost $184.29 Unrealized +6.7%
LIVENT CORP 0.0%
Value ($000) $6 Shares 264 Est. Cost $22.73 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $6 Shares 371 Est. Cost $13.75 Unrealized -2.9%
SUNDIAL GROWERS INC 0.0%
Value ($000) $6 Shares 9,650 Est. Cost $0.93 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $6 Shares 98 Est. Cost $57.93 Unrealized -14.0%
EFV ISHARES TR 0.0%
Value ($000) $6 Shares 111 Est. Cost $54.05 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $6 Shares 239 Est. Cost $25.10 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $6 Shares 94 Est. Cost $74.47 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $75.81 Unrealized +12.8%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $340.74 Unrealized +2.3%
EFAX SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $5 Shares 49 Est. Cost $102.04 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $5 Shares 58 Est. Cost $68.97 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
PALISADE BIO INC 0.0%
Value ($000) $5 Shares 3,569 Est. Cost $2.73 Unrealized
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
DRIV GLOBAL X FDS 0.0%
Value ($000) $5 Shares 160 Est. Cost $31.25 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $5 Shares 120 Est. Cost $33.33 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $4 Shares 31 Est. Cost $129.03 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $4 Shares 174 Est. Cost $22.99 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $4 Shares 195 Est. Cost $12.51 Unrealized +11.7%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $67.37 Unrealized -12.5%
PTMC PACER FDS TR 0.0%
Value ($000) $4 Shares 104 Est. Cost $38.46 Unrealized
JIG J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $4 Shares 48 Est. Cost $83.33 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $166.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $23.45 Unrealized -5.8%
FALN ISHARES TR 0.0%
Value ($000) $4 Shares 120 Est. Cost $33.33 Unrealized
ATHENEX INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.26 Unrealized -10.9%
ING ING GROEP N.V. 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.04 Unrealized
INFINERA CORP 0.0%
Value ($000) $3 Shares 325 Est. Cost $9.23 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $77.32 Unrealized -15.4%
NAKED BRAND GROUP LIMITED 0.0%
Value ($000) $3 Shares 567 Est. Cost $5.29 Unrealized
ALC ALCON AG 0.0%
Value ($000) $3 Shares 40 Est. Cost $70.28 Unrealized +15.7%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $72.65 Unrealized 0.0%
RWR SPDR SER TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
XT ISHARES TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.08 Unrealized +26.8%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.43 Unrealized -20.1%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.47 Unrealized 0.0%
IXN ISHARES TR 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $278.75 Unrealized +4.3%
ARDX ARDELYX INC 0.0%
Value ($000) $1 Shares 1,139 Est. Cost $2.67 Unrealized -55.5%
DAPP VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $1 Shares 71 Est. Cost $14.08 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $48.29 Unrealized -3.1%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
TNDM TANDEM DIABETES CARE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $89.17 Unrealized +51.4%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.0%
Value ($000) $1 Shares 81 Est. Cost $12.35 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $1 Shares 150 Est. Cost $10.77 Unrealized 0.0%
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.91 Unrealized -35.8%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $27.36 Unrealized +18.9%
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $24.44 Unrealized +2.7%
EMB ISHARES TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
COMT ISHARES U S ETF TR 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.83 Unrealized
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $1 Shares 23 Est. Cost $45.24 Unrealized 0.0%
NOVUS CAPITAL CORPORATION II 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized
CARLOTZ INC 0.0%
Value ($000) $1 Shares 385 Est. Cost $2.60 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
CEDAR FAIR L P 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $48.38 Unrealized +5.8%
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $28.16 Unrealized 0.0%
NOV NOV INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $15.56 Unrealized -11.9%
CNRG SPDR SER TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.63 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.36 Unrealized -7.4%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $290.76 Unrealized 0.0%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ORAGENICS INC 0.0%
Value ($000) $0 Shares 120 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $35.69 Unrealized -8.7%
DNOW NOW INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $10.32 Unrealized -16.0%
AI C3 AI INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $40.49 Unrealized 0.0%
DECARBONIZATION PLUS ACQU II 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $43.48 Unrealized 0.0%
DISH NETWORK CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ECP ENVIRONMENTAL GW OPT COR 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
PATH UIPATH INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.32 Unrealized 0.0%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.77 Unrealized 0.0%
IGC INDIA GLOBALIZATION CAP INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.53 Unrealized -12.1%
2U INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TILRAY INC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BETZ LISTED FD TR 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
VERASTEM INC 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
MAXEON SOLAR TECHNOLOGIES LT 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized