Fermata Advisors, LLC Diversified Active

CIK: 0001859259 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 12, 2024

Total Value ($000): $435,446 (100.0% shares, 0.0% debt)

Holdings (228)

IVV ISHARES TR 7.5%
Value ($000) $32,529 Shares 59,444 Est. Cost $443.94 Unrealized
SGOV ISHARES TR 5.1%
Value ($000) $22,149 Shares 219,929 Est. Cost $100.71 Unrealized
UJAN INNOVATOR ETFS TRUST 4.6%
Value ($000) $19,896 Shares 536,138 Est. Cost $36.17 Unrealized
IWF ISHARES TR 4.3%
Value ($000) $18,624 Shares 51,093 Est. Cost $286.80 Unrealized
QQQ INVESCO QQQ TR 4.2%
Value ($000) $18,359 Shares 38,319 Est. Cost $394.60 Unrealized
YEAR AB ACTIVE ETFS INC 3.4%
Value ($000) $14,709 Shares 291,179 Est. Cost $50.51 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $14,340 Shares 68,085 Est. Cost $176.05 Unrealized +5.2%
SYLD CAMBRIA ETF TR 2.3%
Value ($000) $10,174 Shares 148,998 Est. Cost $63.23 Unrealized
MUNI PIMCO ETF TR 1.9%
Value ($000) $8,398 Shares 161,309 Est. Cost $50.07 Unrealized
MOAT VANECK ETF TRUST 1.9%
Value ($000) $8,331 Shares 96,191 Est. Cost $78.87 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 1.9%
Value ($000) $8,126 Shares 83,749 Est. Cost $97.03 Unrealized
COWZ PACER FDS TR 1.8%
Value ($000) $7,670 Shares 140,767 Est. Cost $51.99 Unrealized
SCHD SCHWAB STRATEGIC TR 1.7%
Value ($000) $7,561 Shares 97,240 Est. Cost $73.76 Unrealized
LTPZ PIMCO ETF TR 1.7%
Value ($000) $7,252 Shares 134,129 Est. Cost $60.88 Unrealized
GCOW PACER FDS TR 1.5%
Value ($000) $6,640 Shares 196,906 Est. Cost $32.54 Unrealized
TLT ISHARES TR 1.5%
Value ($000) $6,454 Shares 70,317 Est. Cost $96.38 Unrealized
EDV VANGUARD WORLD FD 1.4%
Value ($000) $6,098 Shares 83,064 Est. Cost $97.74 Unrealized
IAU ISHARES GOLD TR 1.4%
Value ($000) $6,062 Shares 137,983 Est. Cost $35.67 Unrealized
RECS COLUMBIA ETF TR I 1.3%
Value ($000) $5,632 Shares 174,516 Est. Cost $27.71 Unrealized
FBND FIDELITY MERRIMACK STR TR 1.2%
Value ($000) $5,396 Shares 120,101 Est. Cost $45.27 Unrealized
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $5,161 Shares 10,320 Est. Cost $378.62 Unrealized
VTV VANGUARD INDEX FDS 1.1%
Value ($000) $4,990 Shares 31,108 Est. Cost $160.41 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.1%
Value ($000) $4,896 Shares 165,027 Est. Cost $26.99 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $4,790 Shares 10,718 Est. Cost $313.67 Unrealized +33.0%
VGIT VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $4,775 Shares 81,998 Est. Cost $59.69 Unrealized
FYLD CAMBRIA ETF TR 1.0%
Value ($000) $4,313 Shares 163,248 Est. Cost $24.81 Unrealized
NTSX WISDOMTREE TR 1.0%
Value ($000) $4,278 Shares 97,436 Est. Cost $40.33 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $4,246 Shares 50,519 Est. Cost $73.80 Unrealized
DGRO ISHARES TR 1.0%
Value ($000) $4,205 Shares 72,986 Est. Cost $48.75 Unrealized
SOXX ISHARES TR 0.9%
Value ($000) $4,075 Shares 16,524 Est. Cost $226.17 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $3,914 Shares 69,056 Est. Cost $57.73 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $3,847 Shares 31,141 Est. Cost $97.41 Unrealized +3.7%
GUNR FLEXSHARES TR 0.9%
Value ($000) $3,749 Shares 93,405 Est. Cost $40.98 Unrealized
TRTY CAMBRIA ETF TR 0.8%
Value ($000) $3,633 Shares 141,822 Est. Cost $25.13 Unrealized
XSOE WISDOMTREE TR 0.8%
Value ($000) $3,601 Shares 117,551 Est. Cost $29.09 Unrealized
TIP ISHARES TR 0.8%
Value ($000) $3,519 Shares 32,959 Est. Cost $106.56 Unrealized
RPAR TIDAL ETF TR 0.8%
Value ($000) $3,512 Shares 183,816 Est. Cost $19.66 Unrealized
ROUS LATTICE STRATEGIES TR 0.8%
Value ($000) $3,302 Shares 68,645 Est. Cost $43.99 Unrealized
NFLT ETFIS SER TR I 0.7%
Value ($000) $3,189 Shares 142,858 Est. Cost $22.43 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $3,102 Shares 16,054 Est. Cost $135.62 Unrealized +35.5%
VBK VANGUARD INDEX FDS 0.7%
Value ($000) $2,898 Shares 11,585 Est. Cost $215.27 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,844 Shares 70,977 Est. Cost $36.47 Unrealized
DBMF LITMAN GREGORY FDS TR 0.5%
Value ($000) $2,346 Shares 78,030 Est. Cost $29.51 Unrealized
SMTH ALPS ETF TR 0.5%
Value ($000) $2,285 Shares 89,749 Est. Cost $25.65 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $2,256 Shares 10,494 Est. Cost $174.82 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $2,247 Shares 78,078 Est. Cost $27.49 Unrealized
MTUM ISHARES TR 0.5%
Value ($000) $2,241 Shares 11,498 Est. Cost $146.99 Unrealized
SPAB SPDR SER TR 0.5%
Value ($000) $2,226 Shares 88,721 Est. Cost $25.27 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,217 Shares 42,320 Est. Cost $49.14 Unrealized
DSTL ETF SER SOLUTIONS 0.5%
Value ($000) $2,183 Shares 42,475 Est. Cost $44.18 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $2,045 Shares 40,528 Est. Cost $50.27 Unrealized
USFR WISDOMTREE TR 0.5%
Value ($000) $2,040 Shares 40,557 Est. Cost $50.29 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $1,990 Shares 31,099 Est. Cost $57.45 Unrealized
RODM LATTICE STRATEGIES TR 0.4%
Value ($000) $1,912 Shares 69,222 Est. Cost $28.04 Unrealized
EYLD CAMBRIA ETF TR 0.4%
Value ($000) $1,826 Shares 53,059 Est. Cost $29.40 Unrealized
SHV ISHARES TR 0.4%
Value ($000) $1,791 Shares 16,211 Est. Cost $110.09 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,663 Shares 1,957 Est. Cost $564.57 Unrealized +37.1%
STIP ISHARES TR 0.4%
Value ($000) $1,609 Shares 16,177 Est. Cost $101.77 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,554 Shares 2,856 Est. Cost $424.29 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,446 Shares 12,839 Est. Cost $92.78 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,411 Shares 6,954 Est. Cost $197.94 Unrealized
NTSI WISDOMTREE TR 0.3%
Value ($000) $1,269 Shares 34,864 Est. Cost $36.50 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $1,265 Shares 13,674 Est. Cost $68.41 Unrealized
AVGE AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,207 Shares 17,414 Est. Cost $61.24 Unrealized
SEMI COLUMBIA ETF TR I 0.3%
Value ($000) $1,193 Shares 43,702 Est. Cost $22.37 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,190 Shares 741 Est. Cost $102.55 Unrealized +34.2%
GOOG ALPHABET INC 0.3%
Value ($000) $1,170 Shares 6,379 Est. Cost $119.31 Unrealized +41.5%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,169 Shares 6,405 Est. Cost $165.44 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,152 Shares 2,285 Est. Cost $308.52 Unrealized +56.7%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,143 Shares 6,274 Est. Cost $125.43 Unrealized +33.4%
AGG ISHARES TR 0.3%
Value ($000) $1,123 Shares 11,564 Est. Cost $94.19 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1,118 Shares 1,235 Est. Cost $573.86 Unrealized +37.8%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,081 Shares 6,908 Est. Cost $144.74 Unrealized +2.5%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,079 Shares 14,982 Est. Cost $73.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,070 Shares 2,631 Est. Cost $358.70 Unrealized +13.9%
PSFD PACER FDS TR 0.2%
Value ($000) $1,050 Shares 33,385 Est. Cost $31.45 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,040 Shares 13,006 Est. Cost $76.77 Unrealized
GDMN WISDOMTREE TR 0.2%
Value ($000) $1,038 Shares 37,448 Est. Cost $24.11 Unrealized
SPHY SPDR SER TR 0.2%
Value ($000) $1,032 Shares 44,407 Est. Cost $23.45 Unrealized
KMLM KRANESHARES TRUST 0.2%
Value ($000) $998 Shares 34,238 Est. Cost $31.97 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $950 Shares 10,422 Est. Cost $79.41 Unrealized
RFFC ALPS ETF TR 0.2%
Value ($000) $945 Shares 17,422 Est. Cost $52.95 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $915 Shares 3,074 Est. Cost $288.37 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $912 Shares 3,409 Est. Cost $227.73 Unrealized
GQRE FLEXSHARES TR 0.2%
Value ($000) $906 Shares 16,589 Est. Cost $53.02 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $900 Shares 5,460 Est. Cost $143.99 Unrealized +9.2%
V VISA INC 0.2%
Value ($000) $852 Shares 3,246 Est. Cost $214.26 Unrealized +26.4%
USMV ISHARES TR 0.2%
Value ($000) $833 Shares 9,927 Est. Cost $77.25 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $811 Shares 7,043 Est. Cost $101.17 Unrealized +8.8%
IDOG ALPS ETF TR 0.2%
Value ($000) $787 Shares 26,527 Est. Cost $29.72 Unrealized
NATIXIS ETF TR 0.2%
Value ($000) $772 Shares 32,322 Est. Cost $23.63 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $768 Shares 3,171 Est. Cost $208.39 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $750 Shares 5,132 Est. Cost $153.11 Unrealized -7.6%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $742 Shares 4,576 Est. Cost $124.34 Unrealized +29.4%
XME SPDR SER TR 0.2%
Value ($000) $714 Shares 12,030 Est. Cost $59.88 Unrealized
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $705 Shares 7,070 Est. Cost $184.64 Unrealized -36.9%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $702 Shares 14,431 Est. Cost $52.35 Unrealized
IMCG ISHARES TR 0.1%
Value ($000) $590 Shares 8,701 Est. Cost $57.15 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $582 Shares 17,376 Est. Cost $38.06 Unrealized
WMT WALMART INC 0.1%
Value ($000) $546 Shares 8,070 Est. Cost $57.43 Unrealized +7.9%
MBB ISHARES TR 0.1%
Value ($000) $545 Shares 5,941 Est. Cost $92.26 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $544 Shares 2,749 Est. Cost $262.03 Unrealized -33.3%
IWR ISHARES TR 0.1%
Value ($000) $537 Shares 6,619 Est. Cost $67.97 Unrealized
GCC WISDOMTREE TR 0.1%
Value ($000) $534 Shares 28,236 Est. Cost $17.06 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $532 Shares 6,813 Est. Cost $77.00 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $529 Shares 10,871 Est. Cost $49.19 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $527 Shares 3,695 Est. Cost $133.68 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $525 Shares 8,955 Est. Cost $54.34 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $513 Shares 1,691 Est. Cost $302.96 Unrealized -1.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $512 Shares 2,243 Est. Cost $207.63 Unrealized 0.0%
MLPA GLOBAL X FDS 0.1%
Value ($000) $506 Shares 10,428 Est. Cost $45.92 Unrealized
IDEV ISHARES TR 0.1%
Value ($000) $502 Shares 7,653 Est. Cost $67.09 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $474 Shares 1,376 Est. Cost $321.81 Unrealized +1.8%
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $461 Shares 4,602 Est. Cost $99.80 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $454 Shares 7,752 Est. Cost $81.51 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $452 Shares 4,240 Est. Cost $96.97 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $449 Shares 4,518 Est. Cost $120.11 Unrealized -12.1%
HFND TIDAL ETF TR 0.1%
Value ($000) $446 Shares 20,491 Est. Cost $20.76 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $440 Shares 1,293 Est. Cost $331.58 Unrealized +0.5%
ADBE ADOBE INC 0.1%
Value ($000) $434 Shares 782 Est. Cost $567.42 Unrealized -14.7%
QUAL ISHARES TR 0.1%
Value ($000) $434 Shares 2,544 Est. Cost $151.58 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $428 Shares 1,714 Est. Cost $250.27 Unrealized 0.0%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $419 Shares 2,124 Est. Cost $197.10 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $417 Shares 6,920 Est. Cost $56.18 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $415 Shares 4,056 Est. Cost $99.09 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $414 Shares 2,046 Est. Cost $159.55 Unrealized +18.6%
MRK MERCK & CO INC 0.1%
Value ($000) $412 Shares 3,331 Est. Cost $121.72 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $412 Shares 8,328 Est. Cost $43.33 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $408 Shares 16,685 Est. Cost $24.60 Unrealized
TCBK TRICO BANCSHARES 0.1%
Value ($000) $407 Shares 10,275 Est. Cost $35.04 Unrealized +3.1%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $405 Shares 15,033 Est. Cost $26.01 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $403 Shares 8,851 Est. Cost $46.46 Unrealized
URNM SPROTT FDS TR 0.1%
Value ($000) $402 Shares 8,157 Est. Cost $47.88 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $401 Shares 1,282 Est. Cost $279.32 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVE 0.1%
Value ($000) $397 Shares 17,987 Est. Cost $22.05 Unrealized
QQMG INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $394 Shares 11,907 Est. Cost $31.51 Unrealized
AGNC AGNC INVT CORP 0.1%
Value ($000) $390 Shares 40,883 Est. Cost $9.71 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.1%
Value ($000) $386 Shares 5,933 Est. Cost $76.43 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $384 Shares 2,719 Est. Cost $112.35 Unrealized +8.9%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $379 Shares 1,608 Est. Cost $211.43 Unrealized 0.0%
RWK INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $379 Shares 3,448 Est. Cost $93.84 Unrealized
SNPE DBX ETF TR 0.1%
Value ($000) $376 Shares 7,512 Est. Cost $44.08 Unrealized
INTU INTUIT 0.1%
Value ($000) $372 Shares 566 Est. Cost $581.54 Unrealized +5.6%
IUS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $363 Shares 7,657 Est. Cost $43.30 Unrealized
ONEV SPDR SER TR 0.1%
Value ($000) $363 Shares 3,071 Est. Cost $104.88 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $361 Shares 1,681 Est. Cost $153.86 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $356 Shares 1,385 Est. Cost $285.15 Unrealized -7.2%
XOP SPDR SER TR 0.1%
Value ($000) $354 Shares 2,436 Est. Cost $140.96 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $348 Shares 6,572 Est. Cost $43.27 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $346 Shares 2,633 Est. Cost $125.19 Unrealized 0.0%
EFV ISHARES TR 0.1%
Value ($000) $346 Shares 6,515 Est. Cost $52.73 Unrealized
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $343 Shares 10,819 Est. Cost $30.79 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $342 Shares 435 Est. Cost $146.74 Unrealized 0.0%
ARISTA NETWORKS INC 0.1%
Value ($000) $336 Shares 958 Est. Cost $350.48 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $329 Shares 312 Est. Cost $69.13 Unrealized 0.0%
FLBL FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $322 Shares 13,173 Est. Cost $24.49 Unrealized
COPX GLOBAL X FDS 0.1%
Value ($000) $321 Shares 7,124 Est. Cost $37.67 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $311 Shares 16,324 Est. Cost $19.06 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $305 Shares 1,430 Est. Cost $202.83 Unrealized 0.0%
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $302 Shares 5,413 Est. Cost $56.64 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $301 Shares 2,772 Est. Cost $98.87 Unrealized
INMB INMUNE BIO INC 0.1%
Value ($000) $301 Shares 34,140 Est. Cost $8.64 Unrealized +14.1%
OMFL INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $298 Shares 5,675 Est. Cost $45.84 Unrealized
TER TERADYNE INC 0.1%
Value ($000) $293 Shares 1,977 Est. Cost $126.14 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $293 Shares 663 Est. Cost $452.37 Unrealized -0.2%
ENFR ALPS ETF TR 0.1%
Value ($000) $292 Shares 10,973 Est. Cost $25.43 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $291 Shares 4,113 Est. Cost $60.52 Unrealized +11.7%
ECL ECOLAB INC 0.1%
Value ($000) $289 Shares 1,214 Est. Cost $227.14 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $288 Shares 1,577 Est. Cost $155.45 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $283 Shares 918 Est. Cost $251.68 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $283 Shares 5,312 Est. Cost $53.24 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $279 Shares 7,127 Est. Cost $41.26 Unrealized -10.0%
MUB ISHARES TR 0.1%
Value ($000) $278 Shares 2,606 Est. Cost $102.88 Unrealized
EAGG ISHARES TR 0.1%
Value ($000) $276 Shares 5,919 Est. Cost $45.54 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $275 Shares 878 Est. Cost $215.55 Unrealized +47.2%
OEF ISHARES TR 0.1%
Value ($000) $275 Shares 1,039 Est. Cost $264.38 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $271 Shares 531 Est. Cost $476.34 Unrealized -0.7%
TJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $266 Shares 9,945 Est. Cost $25.67 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $266 Shares 595 Est. Cost $423.77 Unrealized 0.0%
IUSB ISHARES TR 0.1%
Value ($000) $265 Shares 5,859 Est. Cost $45.96 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $259 Shares 1,302 Est. Cost $148.53 Unrealized +22.8%
RSPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $258 Shares 3,196 Est. Cost $80.62 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $255 Shares 6,414 Est. Cost $28.84 Unrealized +27.7%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $253 Shares 3,379 Est. Cost $72.32 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $251 Shares 4,529 Est. Cost $54.35 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $251 Shares 4,229 Est. Cost $41.03 Unrealized +38.6%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $249 Shares 8,584 Est. Cost $28.98 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $247 Shares 1,442 Est. Cost $135.33 Unrealized +16.1%
IGEB ISHARES TR 0.1%
Value ($000) $245 Shares 5,519 Est. Cost $44.36 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $244 Shares 1,477 Est. Cost $158.31 Unrealized +2.5%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $243 Shares 480 Est. Cost $498.54 Unrealized +5.8%
REIT ALPS ETF TR 0.1%
Value ($000) $242 Shares 9,525 Est. Cost $25.79 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $240 Shares 2,333 Est. Cost $102.68 Unrealized
RLY SSGA ACTIVE ETF TR 0.1%
Value ($000) $238 Shares 8,622 Est. Cost $27.90 Unrealized
VAL VALARIS LTD 0.1%
Value ($000) $237 Shares 3,179 Est. Cost $72.41 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $235 Shares 994 Est. Cost $247.64 Unrealized -4.4%
CLB CORE LABORATORIES INC 0.1%
Value ($000) $235 Shares 11,605 Est. Cost $17.61 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $229 Shares 2,079 Est. Cost $99.38 Unrealized +8.1%
TDW TIDEWATER INC NEW 0.1%
Value ($000) $227 Shares 2,388 Est. Cost $74.59 Unrealized +32.2%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $224 Shares 13,825 Est. Cost $16.22 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $224 Shares 1,851 Est. Cost $112.90 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $222 Shares 5,383 Est. Cost $35.95 Unrealized +1.4%
RTX RTX CORPORATION 0.1%
Value ($000) $222 Shares 2,211 Est. Cost $100.12 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $222 Shares 2,846 Est. Cost $88.61 Unrealized -11.9%
ABT ABBOTT LABS 0.1%
Value ($000) $221 Shares 2,130 Est. Cost $103.82 Unrealized -0.8%
WTMF WISDOMTREE TR 0.1%
Value ($000) $220 Shares 6,066 Est. Cost $34.99 Unrealized
EQIN COLUMBIA ETF TR I 0.1%
Value ($000) $219 Shares 4,991 Est. Cost $43.97 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $217 Shares 494 Est. Cost $377.52 Unrealized +14.1%
USEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $213 Shares 6,298 Est. Cost $32.95 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $212 Shares 735 Est. Cost $265.09 Unrealized -2.8%
PFE PFIZER INC 0.0%
Value ($000) $208 Shares 7,424 Est. Cost $28.81 Unrealized -14.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $206 Shares 1,860 Est. Cost $94.92 Unrealized +11.1%
NTSE WISDOMTREE TR 0.0%
Value ($000) $204 Shares 6,923 Est. Cost $29.46 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $204 Shares 3,615 Est. Cost $55.67 Unrealized
BALT INNOVATOR ETFS TRUST 0.0%
Value ($000) $203 Shares 6,746 Est. Cost $28.57 Unrealized
ENVVENO MEDICAL CORPORATION 0.0%
Value ($000) $162 Shares 30,949 Est. Cost $5.33 Unrealized
PESI PERMA-FIX ENVIRONMENTAL SVCS 0.0%
Value ($000) $153 Shares 15,086 Est. Cost $8.95 Unrealized +23.8%
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $126 Shares 10,900 Est. Cost $9.65 Unrealized
TZOO TRAVELZOO 0.0%
Value ($000) $101 Shares 13,280 Est. Cost $8.51 Unrealized 0.0%
SILVERCREST METALS INC 0.0%
Value ($000) $99 Shares 12,182 Est. Cost $8.15 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $96 Shares 17,097 Est. Cost $5.16 Unrealized 0.0%
NCMI NATIONAL CINEMEDIA INC 0.0%
Value ($000) $92 Shares 20,999 Est. Cost $4.82 Unrealized 0.0%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $88 Shares 20,294 Est. Cost $4.55 Unrealized
JFIN JIAYIN GROUP INC 0.0%
Value ($000) $78 Shares 12,685 Est. Cost $6.18 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $76 Shares 11,485 Est. Cost $7.05 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $63 Shares 11,700 Est. Cost $5.46 Unrealized +5.9%
FUELCELL ENERGY INC 0.0%
Value ($000) $53 Shares 82,500 Est. Cost $1.34 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $22 Shares 10,848 Est. Cost $2.48 Unrealized