Paragon Capital Management Ltd Diversified Active

CIK: 0001569765 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 17, 2023

Total Value ($000): $375,245 (100.0% shares, 0.0% debt)

Holdings (173)

VIG VANGUARD SPECIALIZED FUNDS 14.1%
Value ($000) $52,892 Shares 348,319 Est. Cost $98.15 Unrealized
ABNB AIRBNB INC 13.5%
Value ($000) $50,476 Shares 590,364 Est. Cost $152.75 Unrealized -33.9%
SPHQ INVESCO EXCHANGE TRADED FD T 11.5%
Value ($000) $43,240 Shares 982,719 Est. Cost $48.55 Unrealized
NOBL PROSHARES TR 6.5%
Value ($000) $24,500 Shares 272,250 Est. Cost $69.09 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 4.8%
Value ($000) $17,945 Shares 238,668 Est. Cost $74.98 Unrealized
MSFT MICROSOFT CORP 4.7%
Value ($000) $17,726 Shares 73,912 Est. Cost $78.58 Unrealized +197.8%
PINS PINTEREST INC 4.2%
Value ($000) $15,712 Shares 647,099 Est. Cost $61.44 Unrealized -61.2%
CRM SALESFORCE INC 2.8%
Value ($000) $10,556 Shares 79,617 Est. Cost $250.91 Unrealized -42.5%
DOCN DIGITALOCEAN HLDGS INC 2.6%
Value ($000) $9,604 Shares 377,066 Est. Cost $64.77 Unrealized -51.7%
OKTA OKTA INC 2.4%
Value ($000) $8,894 Shares 130,157 Est. Cost $248.28 Unrealized -77.0%
COIN COINBASE GLOBAL INC 2.2%
Value ($000) $8,129 Shares 229,708 Est. Cost $246.15 Unrealized -78.6%
GUNR FLEXSHARES TR 1.9%
Value ($000) $7,081 Shares 162,904 Est. Cost $37.89 Unrealized
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $6,759 Shares 17,673 Est. Cost $254.16 Unrealized
VBR VANGUARD INDEX FDS 1.8%
Value ($000) $6,572 Shares 41,388 Est. Cost $165.47 Unrealized
VTV VANGUARD INDEX FDS 1.7%
Value ($000) $6,565 Shares 46,770 Est. Cost $108.68 Unrealized
BROOKFIELD INFRASTRUCTURE CO 1.1%
Value ($000) $4,039 Shares 103,834 Est. Cost $50.01 Unrealized
TMUS T-MOBILE US INC 1.0%
Value ($000) $3,759 Shares 26,850 Est. Cost $133.21 Unrealized +4.2%
AAPL APPLE INC 0.9%
Value ($000) $3,192 Shares 24,567 Est. Cost $107.08 Unrealized +31.4%
LYFT LYFT INC 0.8%
Value ($000) $3,139 Shares 284,815 Est. Cost $53.02 Unrealized -77.3%
EFA ISHARES TR 0.8%
Value ($000) $3,032 Shares 46,194 Est. Cost $64.80 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $2,907 Shares 37,275 Est. Cost $75.36 Unrealized
EWJ ISHARES INC 0.7%
Value ($000) $2,710 Shares 49,787 Est. Cost $66.34 Unrealized
GII SPDR INDEX SHS FDS 0.7%
Value ($000) $2,543 Shares 48,510 Est. Cost $52.42 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,698 Shares 9,612 Est. Cost $69.46 Unrealized +126.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,505 Shares 3,400 Est. Cost $406.99 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,373 Shares 13,358 Est. Cost $99.37 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,359 Shares 8,970 Est. Cost $57.27 Unrealized +126.6%
ABBV ABBVIE INC 0.4%
Value ($000) $1,355 Shares 8,386 Est. Cost $37.15 Unrealized +269.4%
ASAN ASANA INC 0.4%
Value ($000) $1,324 Shares 96,152 Est. Cost $81.50 Unrealized -77.7%
POET POET TECHNOLOGIES INC 0.4%
Value ($000) $1,324 Shares 438,300 Est. Cost $6.44 Unrealized -55.7%
IEFA ISHARES TR 0.3%
Value ($000) $1,129 Shares 18,324 Est. Cost $53.65 Unrealized
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $1,113 Shares 22,496 Est. Cost $51.80 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,011 Shares 19,724 Est. Cost $27.73 Unrealized +44.9%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,011 Shares 6,116 Est. Cost $52.18 Unrealized +191.1%
IWD ISHARES TR 0.3%
Value ($000) $998 Shares 6,582 Est. Cost $113.41 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $996 Shares 23,740 Est. Cost $41.50 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $984 Shares 6,603 Est. Cost $142.93 Unrealized -1.4%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $944 Shares 15,339 Est. Cost $10.17 Unrealized +483.7%
MUNI PIMCO ETF TR 0.2%
Value ($000) $935 Shares 18,203 Est. Cost $12729.08 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $928 Shares 11,772 Est. Cost $48.35 Unrealized +44.2%
CRESTWOOD EQUITY PARTNERS LP 0.2%
Value ($000) $870 Shares 33,200 Est. Cost $14.86 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $862 Shares 7,850 Est. Cost $81.94 Unrealized +19.1%
MUB ISHARES TR 0.2%
Value ($000) $858 Shares 8,135 Est. Cost $23555.66 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $829 Shares 10,138 Est. Cost $52.75 Unrealized +38.8%
TIP ISHARES TR 0.2%
Value ($000) $742 Shares 6,975 Est. Cost $96422.91 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $741 Shares 2,820 Est. Cost $191.68 Unrealized +26.6%
FDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $738 Shares 23,222 Est. Cost $31.76 Unrealized
IWN ISHARES TR 0.2%
Value ($000) $696 Shares 5,015 Est. Cost $130.74 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $691 Shares 19,767 Est. Cost $28.98 Unrealized +3.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $663 Shares 3,694 Est. Cost $95.60 Unrealized +60.3%
CSCO CISCO SYS INC 0.2%
Value ($000) $645 Shares 13,532 Est. Cost $22.47 Unrealized +84.5%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $645 Shares 12,512 Est. Cost $44.52 Unrealized +4.3%
IGSB ISHARES TR 0.2%
Value ($000) $621 Shares 12,466 Est. Cost $50.26 Unrealized
WMT WALMART INC 0.2%
Value ($000) $600 Shares 4,232 Est. Cost $21.44 Unrealized +112.9%
HD HOME DEPOT INC 0.2%
Value ($000) $580 Shares 1,835 Est. Cost $94.37 Unrealized +198.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $572 Shares 1,562 Est. Cost $107.55 Unrealized +221.5%
MRK MERCK & CO INC 0.1%
Value ($000) $540 Shares 4,864 Est. Cost $65.58 Unrealized +41.5%
KO COCA COLA CO 0.1%
Value ($000) $534 Shares 8,395 Est. Cost $40.79 Unrealized +34.6%
IWO ISHARES TR 0.1%
Value ($000) $532 Shares 2,481 Est. Cost $206.37 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $529 Shares 18,588 Est. Cost $88.73 Unrealized -60.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $526 Shares 3,925 Est. Cost $86.43 Unrealized +36.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $499 Shares 5,123 Est. Cost $58.88 Unrealized +58.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $489 Shares 2,218 Est. Cost $104.58 Unrealized +88.9%
FISV FISERV INC 0.1%
Value ($000) $485 Shares 4,800 Est. Cost $81.39 Unrealized +22.4%
PD PAGERDUTY INC 0.1%
Value ($000) $477 Shares 17,957 Est. Cost $42.37 Unrealized -44.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $450 Shares 4,079 Est. Cost $79.58 Unrealized +21.0%
DJP BARCLAYS BANK PLC 0.1%
Value ($000) $423 Shares 12,543 Est. Cost $32.93 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $407 Shares 1,524 Est. Cost $285.83 Unrealized -7.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $394 Shares 4,534 Est. Cost $108.85 Unrealized -14.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $386 Shares 2,612 Est. Cost $91.89 Unrealized +54.9%
CMI CUMMINS INC 0.1%
Value ($000) $376 Shares 1,553 Est. Cost $177.77 Unrealized +24.2%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $375 Shares 6,780 Est. Cost $55.35 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $365 Shares 2,018 Est. Cost $68.48 Unrealized +134.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $362 Shares 15,000 Est. Cost $25.81 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $354 Shares 1,393 Est. Cost $220.31 Unrealized +1.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $353 Shares 1,338 Est. Cost $181.40 Unrealized +35.2%
SYY SYSCO CORP 0.1%
Value ($000) $336 Shares 4,393 Est. Cost $48.83 Unrealized +51.4%
PSX PHILLIPS 66 0.1%
Value ($000) $332 Shares 3,191 Est. Cost $80.94 Unrealized +12.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $332 Shares 1,955 Est. Cost $143.53 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $323 Shares 2,524 Est. Cost $59.63 Unrealized +91.3%
IJT ISHARES TR 0.1%
Value ($000) $314 Shares 2,904 Est. Cost $141.98 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $312 Shares 1,750 Est. Cost $127.10 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $308 Shares 3,678 Est. Cost $35.98 Unrealized +102.7%
AON AON PLC 0.1%
Value ($000) $300 Shares 1,000 Est. Cost $260.29 Unrealized +9.8%
CI CIGNA CORP NEW 0.1%
Value ($000) $300 Shares 905 Est. Cost $198.47 Unrealized +50.6%
LOW LOWES COS INC 0.1%
Value ($000) $295 Shares 1,481 Est. Cost $141.06 Unrealized +33.4%
PHM PULTE GROUP INC 0.1%
Value ($000) $291 Shares 6,393 Est. Cost $32.64 Unrealized +25.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $290 Shares 2,138 Est. Cost $86.47 Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.1%
Value ($000) $290 Shares 5,520 Est. Cost $35.54 Unrealized +30.8%
AFL AFLAC INC 0.1%
Value ($000) $288 Shares 3,998 Est. Cost $49.29 Unrealized +26.8%
IWM ISHARES TR 0.1%
Value ($000) $285 Shares 1,637 Est. Cost $164.66 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $282 Shares 4,161 Est. Cost $337.16 Unrealized -77.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $279 Shares 1,304 Est. Cost $133.22 Unrealized +34.2%
MET METLIFE INC 0.1%
Value ($000) $274 Shares 3,791 Est. Cost $55.02 Unrealized +18.3%
UNM UNUM GROUP 0.1%
Value ($000) $274 Shares 6,683 Est. Cost $25.68 Unrealized +63.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $274 Shares 3,806 Est. Cost $51.07 Unrealized +27.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $266 Shares 1,279 Est. Cost $207.74 Unrealized +1.6%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $265 Shares 2,717 Est. Cost $91.75 Unrealized 0.0%
DFJ WISDOMTREE TR 0.1%
Value ($000) $265 Shares 4,200 Est. Cost $59.14 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $264 Shares 2,967 Est. Cost $77.70 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $262 Shares 539 Est. Cost $157.88 Unrealized +170.2%
AMERICAN EQTY INVT LIFE HLD 0.1%
Value ($000) $261 Shares 5,716 Est. Cost $36.64 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $261 Shares 6,615 Est. Cost $36.39 Unrealized -15.5%
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $260 Shares 5,127 Est. Cost $50.66 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $259 Shares 1,649 Est. Cost $108.17 Unrealized +41.6%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $258 Shares 3,073 Est. Cost $60.22 Unrealized +27.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $258 Shares 1,078 Est. Cost $156.66 Unrealized +46.2%
INTC INTEL CORP 0.1%
Value ($000) $254 Shares 9,597 Est. Cost $37.53 Unrealized -29.0%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $254 Shares 3,114 Est. Cost $89.83 Unrealized -20.8%
ILCG ISHARES TR 0.1%
Value ($000) $253 Shares 5,191 Est. Cost $98.69 Unrealized
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $249 Shares 5,149 Est. Cost $43.91 Unrealized 0.0%
TPR TAPESTRY INC 0.1%
Value ($000) $249 Shares 6,528 Est. Cost $31.39 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $247 Shares 1,317 Est. Cost $152.19 Unrealized +11.3%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $246 Shares 2,138 Est. Cost $60.24 Unrealized -6.0%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $245 Shares 740 Est. Cost $295.65 Unrealized 0.0%
TKR TIMKEN CO 0.1%
Value ($000) $243 Shares 3,433 Est. Cost $62.09 Unrealized +12.5%
MDU MDU RES GROUP INC 0.1%
Value ($000) $243 Shares 7,994 Est. Cost $9.15 Unrealized +12.2%
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $242 Shares 10,498 Est. Cost $17.44 Unrealized +16.3%
LEN LENNAR CORP 0.1%
Value ($000) $242 Shares 2,670 Est. Cost $77.52 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $239 Shares 3,158 Est. Cost $67.68 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $239 Shares 6,387 Est. Cost $49.80 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $238 Shares 3,415 Est. Cost $61.89 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.1%
Value ($000) $238 Shares 2,067 Est. Cost $88.18 Unrealized +29.3%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $237 Shares 3,746 Est. Cost $54.21 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $235 Shares 14,731 Est. Cost $11.87 Unrealized +13.6%
UHS UNIVERSAL HLTH SVCS INC 0.1%
Value ($000) $235 Shares 1,667 Est. Cost $116.28 Unrealized 0.0%
STT STATE STR CORP 0.1%
Value ($000) $232 Shares 2,993 Est. Cost $66.07 Unrealized 0.0%
LIBERTY GLOBAL PLC 0.1%
Value ($000) $232 Shares 11,947 Est. Cost $26.00 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.1%
Value ($000) $230 Shares 7,577 Est. Cost $27.87 Unrealized 0.0%
MTH MERITAGE HOMES CORP 0.1%
Value ($000) $230 Shares 2,491 Est. Cost $40.44 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO 0.1%
Value ($000) $229 Shares 1,131 Est. Cost $199.04 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $229 Shares 1,687 Est. Cost $115.31 Unrealized +5.3%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $228 Shares 1,529 Est. Cost $110.17 Unrealized +35.4%
BHF BRIGHTHOUSE FINL INC 0.1%
Value ($000) $223 Shares 4,340 Est. Cost $52.28 Unrealized 0.0%
LKQ LKQ CORP 0.1%
Value ($000) $222 Shares 4,164 Est. Cost $48.50 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $222 Shares 4,875 Est. Cost $39.25 Unrealized 0.0%
INGR INGREDION INC 0.1%
Value ($000) $221 Shares 2,257 Est. Cost $92.23 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $221 Shares 8,360 Est. Cost $20.94 Unrealized 0.0%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $220 Shares 4,403 Est. Cost $45.99 Unrealized 0.0%
BWA BORGWARNER INC 0.1%
Value ($000) $219 Shares 5,452 Est. Cost $32.56 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $218 Shares 15,445 Est. Cost $12.25 Unrealized +2.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $217 Shares 2,332 Est. Cost $71.56 Unrealized +20.1%
FNB F N B CORP 0.1%
Value ($000) $216 Shares 16,538 Est. Cost $7.61 Unrealized +57.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $213 Shares 2,111 Est. Cost $87.65 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $213 Shares 6,385 Est. Cost $27.45 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value ($000) $212 Shares 323 Est. Cost $578.99 Unrealized 0.0%
ORI OLD REP INTL CORP 0.1%
Value ($000) $211 Shares 8,718 Est. Cost $18.86 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $210 Shares 3,235 Est. Cost $62.46 Unrealized 0.0%
CRC CALIFORNIA RES CORP 0.1%
Value ($000) $209 Shares 4,804 Est. Cost $40.03 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $209 Shares 901 Est. Cost $212.11 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $206 Shares 1,623 Est. Cost $114.07 Unrealized 0.0%
EVR EVERCORE INC 0.1%
Value ($000) $206 Shares 1,885 Est. Cost $98.92 Unrealized 0.0%
NUE NUCOR CORP 0.1%
Value ($000) $205 Shares 1,554 Est. Cost $129.61 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $204 Shares 5,184 Est. Cost $33.92 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $203 Shares 2,321 Est. Cost $87.51 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $203 Shares 1,437 Est. Cost $141.25 Unrealized
THO THOR INDS INC 0.1%
Value ($000) $202 Shares 2,682 Est. Cost $75.03 Unrealized 0.0%
CBT CABOT CORP 0.1%
Value ($000) $202 Shares 3,029 Est. Cost $65.41 Unrealized 0.0%
ASX ASE TECHNOLOGY HLDG CO LTD 0.1%
Value ($000) $202 Shares 32,239 Est. Cost $5.17 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $202 Shares 9,353 Est. Cost $18.80 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $201 Shares 2,024 Est. Cost $86.71 Unrealized 0.0%
CE CELANESE CORP DEL 0.1%
Value ($000) $200 Shares 1,959 Est. Cost $94.49 Unrealized 0.0%
SIG SIGNET JEWELERS LIMITED 0.1%
Value ($000) $200 Shares 2,945 Est. Cost $61.26 Unrealized 0.0%
UMPQUA HLDGS CORP 0.1%
Value ($000) $200 Shares 11,183 Est. Cost $18.60 Unrealized
IVZ INVESCO LTD 0.1%
Value ($000) $199 Shares 11,072 Est. Cost $15.98 Unrealized -7.6%
MTG MGIC INVT CORP WIS 0.1%
Value ($000) $189 Shares 14,574 Est. Cost $8.54 Unrealized +54.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $185 Shares 17,917 Est. Cost $14.08 Unrealized
GAP GAP INC 0.0%
Value ($000) $182 Shares 16,103 Est. Cost $9.87 Unrealized +7.2%
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $180 Shares 11,582 Est. Cost $16.15 Unrealized -12.8%
WU WESTERN UN CO 0.0%
Value ($000) $162 Shares 11,800 Est. Cost $5.45 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $157 Shares 19,199 Est. Cost $8.25 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $113 Shares 11,202 Est. Cost $13.42 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $104 Shares 10,770 Est. Cost $103.41 Unrealized -85.4%