Perennial Investment Advisors, LLC Diversified Active

CIK: 0001801523 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 29, 2021

Total Value ($000): $253,335 (100.0% shares, 0.0% debt)

Holdings (202)

AAPL APPLE INC 8.5%
Value ($000) $21,503 Shares 176,038 Est. Cost $95.58 Unrealized +30.8%
AMZN AMAZON COM INC 6.8%
Value ($000) $17,256 Shares 5,577 Est. Cost $103.93 Unrealized +52.5%
FTCS FIRST TR EXCHANGE-TRADED FD 5.3%
Value ($000) $13,405 Shares 189,273 Est. Cost $58.27 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 4.6%
Value ($000) $11,571 Shares 30 Est. Cost $311885.16 Unrealized +17.6%
FVD FIRST TR VALUE LINE DIVID IN 4.4%
Value ($000) $11,231 Shares 295,695 Est. Cost $32.56 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 4.3%
Value ($000) $10,842 Shares 245,785 Est. Cost $31.72 Unrealized
SHOP SHOPIFY INC 3.5%
Value ($000) $8,966 Shares 8,103 Est. Cost $45.57 Unrealized +165.2%
MSFT MICROSOFT CORP 2.5%
Value ($000) $6,241 Shares 26,470 Est. Cost $154.55 Unrealized +44.2%
GOOGL ALPHABET INC 1.9%
Value ($000) $4,820 Shares 2,337 Est. Cost $66.78 Unrealized +46.7%
TSLA TESLA INC 1.6%
Value ($000) $4,122 Shares 6,172 Est. Cost $114.80 Unrealized +118.7%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $4,118 Shares 7,713 Est. Cost $7.43 Unrealized +80.5%
ESGU ISHARES TR 1.3%
Value ($000) $3,368 Shares 37,061 Est. Cost $74.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $3,194 Shares 12,503 Est. Cost $217.17 Unrealized +11.8%
QQQ INVESCO QQQ TR 1.2%
Value ($000) $3,133 Shares 9,818 Est. Cost $246.76 Unrealized
IJR ISHARES TR 1.1%
Value ($000) $2,789 Shares 25,698 Est. Cost $72.21 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $2,769 Shares 13,399 Est. Cost $170.69 Unrealized
META FACEBOOK INC 1.1%
Value ($000) $2,765 Shares 9,387 Est. Cost $213.25 Unrealized +25.4%
IWF ISHARES TR 1.1%
Value ($000) $2,762 Shares 11,362 Est. Cost $180.14 Unrealized
VTIP VANGUARD MALVERN FDS 1.0%
Value ($000) $2,612 Shares 50,671 Est. Cost $50.11 Unrealized
NFLX NETFLIX INC 1.0%
Value ($000) $2,569 Shares 4,925 Est. Cost $33.38 Unrealized +58.9%
KO COCA COLA CO 0.9%
Value ($000) $2,261 Shares 42,895 Est. Cost $44.40 Unrealized -2.3%
DGRO ISHARES TR 0.9%
Value ($000) $2,190 Shares 45,360 Est. Cost $44.77 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $2,141 Shares 11,601 Est. Cost $137.22 Unrealized +31.3%
IVV ISHARES TR 0.8%
Value ($000) $2,078 Shares 5,223 Est. Cost $338.43 Unrealized
SPYV SPDR SER TR 0.8%
Value ($000) $1,907 Shares 50,308 Est. Cost $36.33 Unrealized
REGL PROSHARES TR 0.7%
Value ($000) $1,800 Shares 25,819 Est. Cost $57.26 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.7%
Value ($000) $1,796 Shares 35,385 Est. Cost $50.60 Unrealized
IEMG ISHARES INC 0.7%
Value ($000) $1,795 Shares 27,885 Est. Cost $55.03 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,754 Shares 11,520 Est. Cost $100.71 Unrealized +26.4%
XYZ SQUARE INC 0.7%
Value ($000) $1,666 Shares 7,337 Est. Cost $66.59 Unrealized +251.3%
AGG ISHARES TR 0.7%
Value ($000) $1,662 Shares 14,596 Est. Cost $113.03 Unrealized
ISHARES GOLD TR 0.7%
Value ($000) $1,647 Shares 101,316 Est. Cost $15.95 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION 0.6%
Value ($000) $1,534 Shares 111,401 Est. Cost $7.14 Unrealized +11.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $1,488 Shares 12,582 Est. Cost $104.71 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $1,452 Shares 13,000 Est. Cost $85.74 Unrealized +24.2%
SMDV PROSHARES TR 0.6%
Value ($000) $1,452 Shares 22,182 Est. Cost $55.60 Unrealized
V VISA INC 0.6%
Value ($000) $1,439 Shares 6,796 Est. Cost $186.71 Unrealized +8.8%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,434 Shares 3,937 Est. Cost $317.17 Unrealized
VGT VANGUARD WORLD FDS 0.6%
Value ($000) $1,394 Shares 3,889 Est. Cost $316.12 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,363 Shares 11,675 Est. Cost $101.55 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,312 Shares 3,311 Est. Cost $291.04 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $1,306 Shares 20,408 Est. Cost $48.22 Unrealized +12.2%
GOOG ALPHABET INC 0.5%
Value ($000) $1,276 Shares 617 Est. Cost $66.16 Unrealized +48.8%
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $1,256 Shares 4,885 Est. Cost $182.08 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.5%
Value ($000) $1,166 Shares 18,247 Est. Cost $63.61 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,161 Shares 3,260 Est. Cost $287.84 Unrealized +18.0%
AVGO BROADCOM INC 0.5%
Value ($000) $1,153 Shares 2,488 Est. Cost $25.74 Unrealized +61.8%
HD HOME DEPOT INC 0.5%
Value ($000) $1,143 Shares 3,743 Est. Cost $201.34 Unrealized +21.4%
TWLO TWILIO INC 0.4%
Value ($000) $1,128 Shares 3,310 Est. Cost $164.93 Unrealized +127.1%
ISCV ISHARES TR 0.4%
Value ($000) $1,125 Shares 6,664 Est. Cost $143.66 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,123 Shares 4,624 Est. Cost $108.50 Unrealized +132.2%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $1,061 Shares 4,680 Est. Cost $220.59 Unrealized
MCHI ISHARES TR 0.4%
Value ($000) $1,043 Shares 12,767 Est. Cost $68.44 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,017 Shares 3,993 Est. Cost $266.55 Unrealized -16.6%
XBI SPDR SER TR 0.4%
Value ($000) $1,014 Shares 7,476 Est. Cost $117.31 Unrealized
DOCU DOCUSIGN INC 0.4%
Value ($000) $997 Shares 4,924 Est. Cost $211.14 Unrealized +9.8%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.4%
Value ($000) $997 Shares 10,214 Est. Cost $97.61 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $988 Shares 12,592 Est. Cost $70.39 Unrealized +22.3%
PEP PEPSICO INC 0.4%
Value ($000) $988 Shares 6,986 Est. Cost $112.91 Unrealized +4.4%
SKYY FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $986 Shares 10,292 Est. Cost $77.40 Unrealized
IWR ISHARES TR 0.4%
Value ($000) $976 Shares 13,206 Est. Cost $60.98 Unrealized
QRVO QORVO INC 0.4%
Value ($000) $956 Shares 5,231 Est. Cost $124.99 Unrealized +40.5%
CRM SALESFORCE COM INC 0.4%
Value ($000) $950 Shares 4,483 Est. Cost $188.11 Unrealized +16.9%
SBUX STARBUCKS CORP 0.4%
Value ($000) $940 Shares 8,598 Est. Cost $72.44 Unrealized +29.8%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $860 Shares 2,440 Est. Cost $298.83 Unrealized +10.4%
MITK MITEK SYS INC 0.3%
Value ($000) $835 Shares 57,270 Est. Cost $8.72 Unrealized +84.0%
USMV ISHARES TR 0.3%
Value ($000) $822 Shares 11,882 Est. Cost $64.90 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $816 Shares 6,030 Est. Cost $106.97 Unrealized +8.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $804 Shares 1,691 Est. Cost $436.56 Unrealized +7.1%
MSTR MICROSTRATEGY INC 0.3%
Value ($000) $782 Shares 1,152 Est. Cost $70.64 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $780 Shares 1,055 Est. Cost $218.61 Unrealized +15.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $765 Shares 3,525 Est. Cost $133.22 Unrealized +32.6%
WMT WALMART INC 0.3%
Value ($000) $741 Shares 5,455 Est. Cost $39.68 Unrealized +9.1%
XHB SPDR SER TR 0.3%
Value ($000) $731 Shares 10,389 Est. Cost $62.11 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $721 Shares 5,920 Est. Cost $101.02 Unrealized
HEI/A HEICO CORP NEW 0.3%
Value ($000) $710 Shares 6,250 Est. Cost $94.22 Unrealized +22.7%
ARKK ARK ETF TR 0.3%
Value ($000) $703 Shares 5,859 Est. Cost $123.77 Unrealized
ESGE ISHARES INC 0.3%
Value ($000) $702 Shares 16,203 Est. Cost $34.79 Unrealized
FXI ISHARES TR 0.3%
Value ($000) $695 Shares 14,885 Est. Cost $42.92 Unrealized
RRR RED ROCK RESORTS INC 0.3%
Value ($000) $684 Shares 21,000 Est. Cost $11.30 Unrealized +156.2%
AI C3 AI INC 0.3%
Value ($000) $644 Shares 9,771 Est. Cost $121.39 Unrealized -4.2%
TER TERADYNE INC 0.3%
Value ($000) $638 Shares 5,245 Est. Cost $65.50 Unrealized +88.1%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $621 Shares 3,401 Est. Cost $177.37 Unrealized +19.3%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $621 Shares 7,328 Est. Cost $85.00 Unrealized
KRMA GLOBAL X FDS 0.2%
Value ($000) $621 Shares 21,315 Est. Cost $23.17 Unrealized
T AT&T INC 0.2%
Value ($000) $614 Shares 20,287 Est. Cost $17.48 Unrealized -7.6%
FSK FS KKR CAP CORP 0.2%
Value ($000) $598 Shares 30,145 Est. Cost $6.35 Unrealized +46.9%
DHI D R HORTON INC 0.2%
Value ($000) $596 Shares 6,685 Est. Cost $74.56 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $596 Shares 15,399 Est. Cost $27.07 Unrealized +13.2%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $588 Shares 2,919 Est. Cost $103.65 Unrealized +61.6%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $587 Shares 13,249 Est. Cost $31.26 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $577 Shares 4,347 Est. Cost $92.98 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $574 Shares 9,875 Est. Cost $42.51 Unrealized -0.6%
SBAC SBA COMMUNICATIONS CORP NEW 0.2%
Value ($000) $569 Shares 2,051 Est. Cost $219.47 Unrealized +12.6%
GM GENERAL MTRS CO 0.2%
Value ($000) $555 Shares 9,660 Est. Cost $51.24 Unrealized 0.0%
GOVT ISHARES TR 0.2%
Value ($000) $534 Shares 20,386 Est. Cost $27.46 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $534 Shares 10,132 Est. Cost $52.70 Unrealized
DXCM DEXCOM INC 0.2%
Value ($000) $529 Shares 1,472 Est. Cost $78.03 Unrealized +20.3%
TTD THE TRADE DESK INC 0.2%
Value ($000) $524 Shares 804 Est. Cost $75.51 Unrealized +2.3%
BIDU BAIDU INC 0.2%
Value ($000) $510 Shares 2,342 Est. Cost $217.76 Unrealized
PMT PENNYMAC MTG INVT TR 0.2%
Value ($000) $485 Shares 24,735 Est. Cost $17.46 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $483 Shares 2,661 Est. Cost $137.27 Unrealized +7.1%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $482 Shares 4,899 Est. Cost $93.25 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $475 Shares 9,320 Est. Cost $50.97 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $472 Shares 943 Est. Cost $56.49 Unrealized +86.9%
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $461 Shares 3,040 Est. Cost $113.64 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $458 Shares 1,230 Est. Cost $238.08 Unrealized +34.3%
NUANCE COMMUNICATIONS INC 0.2%
Value ($000) $457 Shares 10,467 Est. Cost $33.14 Unrealized
CMF ISHARES TR 0.2%
Value ($000) $449 Shares 7,232 Est. Cost $61.24 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $445 Shares 3,342 Est. Cost $99.55 Unrealized -1.5%
LAM RESEARCH CORP 0.2%
Value ($000) $440 Shares 739 Est. Cost $595.40 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $435 Shares 1,178 Est. Cost $314.88 Unrealized -4.7%
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $423 Shares 8,253 Est. Cost $50.91 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $421 Shares 7,545 Est. Cost $30.73 Unrealized +41.0%
GENERAL ELECTRIC CO 0.2%
Value ($000) $417 Shares 31,791 Est. Cost $10.17 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $416 Shares 6,928 Est. Cost $60.03 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $401 Shares 17,183 Est. Cost $24.47 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $395 Shares 21,095 Est. Cost $10.24 Unrealized +11.1%
MDB MONGODB INC 0.2%
Value ($000) $393 Shares 1,470 Est. Cost $154.57 Unrealized +129.2%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $386 Shares 2,273 Est. Cost $131.98 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $384 Shares 3,546 Est. Cost $67.56 Unrealized +31.6%
NKE NIKE INC 0.1%
Value ($000) $374 Shares 2,817 Est. Cost $86.68 Unrealized +49.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $369 Shares 1,823 Est. Cost $173.48 Unrealized +6.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $366 Shares 7,071 Est. Cost $38.48 Unrealized +5.6%
AMGN AMGEN INC 0.1%
Value ($000) $363 Shares 1,459 Est. Cost $182.83 Unrealized +12.0%
COTY COTY INC 0.1%
Value ($000) $360 Shares 40,000 Est. Cost $5.70 Unrealized +33.8%
MRK MERCK & CO. INC 0.1%
Value ($000) $356 Shares 4,624 Est. Cost $66.11 Unrealized -4.6%
UNP UNION PAC CORP 0.1%
Value ($000) $345 Shares 1,563 Est. Cost $188.09 Unrealized 0.0%
EFG ISHARES TR 0.1%
Value ($000) $342 Shares 3,406 Est. Cost $84.18 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $339 Shares 2,582 Est. Cost $109.44 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $339 Shares 9,357 Est. Cost $26.20 Unrealized +7.0%
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $334 Shares 6,535 Est. Cost $50.82 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $331 Shares 8,477 Est. Cost $24.64 Unrealized +28.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $331 Shares 2,016 Est. Cost $116.53 Unrealized +20.8%
MOAT VANECK VECTORS ETF TR 0.1%
Value ($000) $329 Shares 4,743 Est. Cost $54.72 Unrealized
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $327 Shares 1,801 Est. Cost $206.24 Unrealized +12.5%
TGT TARGET CORP 0.1%
Value ($000) $327 Shares 1,648 Est. Cost $121.69 Unrealized +34.1%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $316 Shares 3,440 Est. Cost $92.85 Unrealized
ETSY ETSY INC 0.1%
Value ($000) $315 Shares 1,560 Est. Cost $209.31 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $310 Shares 1,191 Est. Cost $206.12 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $308 Shares 1,983 Est. Cost $56.21 Unrealized +20.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $307 Shares 1,286 Est. Cost $192.28 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $304 Shares 1,658 Est. Cost $127.25 Unrealized +20.2%
FTNT FORTINET INC 0.1%
Value ($000) $297 Shares 1,610 Est. Cost $32.72 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $287 Shares 1,953 Est. Cost $131.24 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $286 Shares 6,767 Est. Cost $22.09 Unrealized +59.9%
FVRR FIVERR INTL LTD 0.1%
Value ($000) $286 Shares 1,315 Est. Cost $245.08 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $281 Shares 989 Est. Cost $234.19 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $279 Shares 1,973 Est. Cost $124.36 Unrealized 0.0%
POOL POOL CORP 0.1%
Value ($000) $271 Shares 785 Est. Cost $293.32 Unrealized +12.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $270 Shares 2,573 Est. Cost $79.58 Unrealized 0.0%
AMBA AMBARELLA INC 0.1%
Value ($000) $265 Shares 2,640 Est. Cost $108.86 Unrealized 0.0%
VLUE ISHARES TR 0.1%
Value ($000) $261 Shares 2,546 Est. Cost $87.61 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $258 Shares 3,394 Est. Cost $76.02 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $257 Shares 4,707 Est. Cost $54.83 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $255 Shares 3,506 Est. Cost $42.37 Unrealized +32.6%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $254 Shares 873 Est. Cost $223.63 Unrealized +14.0%
MTUM ISHARES TR 0.1%
Value ($000) $253 Shares 1,575 Est. Cost $160.63 Unrealized
GDEN GOLDEN ENTMT INC 0.1%
Value ($000) $253 Shares 10,000 Est. Cost $8.26 Unrealized +141.7%
BL BLACKLINE INC 0.1%
Value ($000) $250 Shares 2,305 Est. Cost $124.72 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $249 Shares 1,109 Est. Cost $172.18 Unrealized +11.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $243 Shares 500 Est. Cost $336.52 Unrealized +32.5%
VYNE THERAPEUTICS INC 0.1%
Value ($000) $240 Shares 35,000 Est. Cost $6.86 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $239 Shares 1,840 Est. Cost $134.84 Unrealized
PENN PENN NATL GAMING INC 0.1%
Value ($000) $236 Shares 2,247 Est. Cost $110.76 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $234 Shares 1,950 Est. Cost $108.63 Unrealized 0.0%
JMIA JUMIA TECHNOLOGIES AG 0.1%
Value ($000) $233 Shares 6,570 Est. Cost $35.46 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $225 Shares 7,370 Est. Cost $25.99 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $223 Shares 806 Est. Cost $223.66 Unrealized +7.9%
MRNA MODERNA INC 0.1%
Value ($000) $223 Shares 1,702 Est. Cost $144.91 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $222 Shares 4,183 Est. Cost $41.39 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $221 Shares 1,759 Est. Cost $117.12 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $216 Shares 3,420 Est. Cost $48.59 Unrealized +5.0%
FS KKR CAP CORP II 0.1%
Value ($000) $216 Shares 11,054 Est. Cost $14.69 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $215 Shares 4,372 Est. Cost $47.33 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $214 Shares 2,973 Est. Cost $65.25 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $214 Shares 2,710 Est. Cost $78.97 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $213 Shares 2,224 Est. Cost $80.63 Unrealized +0.5%
DSI ISHARES TR 0.1%
Value ($000) $212 Shares 2,773 Est. Cost $76.45 Unrealized
ATLASSIAN CORP PLC 0.1%
Value ($000) $211 Shares 1,000 Est. Cost $211.00 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $210 Shares 2,763 Est. Cost $72.88 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $209 Shares 3,867 Est. Cost $41.66 Unrealized +10.8%
ARKG ARK ETF TR 0.1%
Value ($000) $209 Shares 2,356 Est. Cost $66.94 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $209 Shares 691 Est. Cost $290.88 Unrealized
SLACK TECHNOLOGIES INC 0.1%
Value ($000) $208 Shares 5,108 Est. Cost $29.47 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $208 Shares 939 Est. Cost $221.51 Unrealized
FLEETCOR TECHNOLOGIES INC 0.1%
Value ($000) $205 Shares 762 Est. Cost $272.97 Unrealized
ZS ZSCALER INC 0.1%
Value ($000) $204 Shares 1,190 Est. Cost $198.66 Unrealized 0.0%
GUNR FLEXSHARES TR 0.1%
Value ($000) $203 Shares 5,610 Est. Cost $36.19 Unrealized
PLAYAGS INC 0.1%
Value ($000) $202 Shares 25,000 Est. Cost $3.40 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $201 Shares 8,395 Est. Cost $19.29 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $200 Shares 624 Est. Cost $368.06 Unrealized 0.0%
BCSF BAIN CAP SPECIALTY FIN INC 0.1%
Value ($000) $185 Shares 12,500 Est. Cost $7.93 Unrealized 0.0%
CNTY CENTURY CASINOS INC 0.1%
Value ($000) $154 Shares 15,000 Est. Cost $4.19 Unrealized +98.7%
AEVA TECHNOLOGIES INC 0.1%
Value ($000) $149 Shares 12,877 Est. Cost $11.57 Unrealized
INSE INSPIRED ENTMT INC 0.1%
Value ($000) $139 Shares 15,000 Est. Cost $2.70 Unrealized +189.5%
IMMR IMMERSION CORP 0.0%
Value ($000) $124 Shares 12,900 Est. Cost $11.89 Unrealized 0.0%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $101 Shares 13,215 Est. Cost $6.26 Unrealized
IDEANOMICS INC 0.0%
Value ($000) $88 Shares 30,000 Est. Cost $0.90 Unrealized
EROS STX GLOBAL CORPORATION 0.0%
Value ($000) $83 Shares 45,680 Est. Cost $1.98 Unrealized
22ND CENTY GROUP INC 0.0%
Value ($000) $46 Shares 14,000 Est. Cost $3.29 Unrealized
SUNDIAL GROWERS INC 0.0%
Value ($000) $34 Shares 30,300 Est. Cost $1.12 Unrealized