Independent Solutions Wealth Management, LLC Diversified Active

CIK: 0001818391 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Dec 19, 2024

Total Value ($000): $320,280 (100.0% shares, 0.0% debt)

Holdings (178)

IVE ISHARES TR 6.3%
Value ($000) $20,227 Shares 157,996 Est. Cost $128.73 Unrealized
IVW ISHARES TR 5.5%
Value ($000) $17,484 Shares 273,963 Est. Cost $94.68 Unrealized
AGG ISHARES TR 4.8%
Value ($000) $15,406 Shares 130,348 Est. Cost $114.57 Unrealized
ITOT ISHARES TR 4.1%
Value ($000) $13,003 Shares 150,807 Est. Cost $72.38 Unrealized
GVI ISHARES TR 3.7%
Value ($000) $11,745 Shares 99,837 Est. Cost $114.71 Unrealized
IJH ISHARES TR 3.2%
Value ($000) $10,165 Shares 44,230 Est. Cost $201.36 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $10,129 Shares 76,338 Est. Cost $95.63 Unrealized +22.4%
SHY ISHARES TR 3.0%
Value ($000) $9,767 Shares 113,074 Est. Cost $85.43 Unrealized
IEFA ISHARES TR 2.9%
Value ($000) $9,312 Shares 134,785 Est. Cost $64.03 Unrealized
IJR ISHARES TR 2.7%
Value ($000) $8,566 Shares 93,212 Est. Cost $80.39 Unrealized
LQD ISHARES TR 2.1%
Value ($000) $6,677 Shares 48,338 Est. Cost $130.11 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,132 Shares 27,571 Est. Cost $159.80 Unrealized +28.9%
AMZN AMAZON COM INC 1.9%
Value ($000) $6,087 Shares 1,869 Est. Cost $96.06 Unrealized +66.1%
PFF ISHARES TR 1.7%
Value ($000) $5,534 Shares 143,705 Est. Cost $37.44 Unrealized
TTD THE TRADE DESK INC 1.6%
Value ($000) $5,227 Shares 6,525 Est. Cost $24.34 Unrealized +210.2%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $4,847 Shares 12,864 Est. Cost $272.50 Unrealized +27.5%
ETSY ETSY INC 1.4%
Value ($000) $4,514 Shares 25,375 Est. Cost $61.85 Unrealized +143.1%
ROKU ROKU INC 1.2%
Value ($000) $3,951 Shares 11,899 Est. Cost $134.54 Unrealized +95.0%
SCHV SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,924 Shares 65,914 Est. Cost $59.87 Unrealized
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $3,674 Shares 28,613 Est. Cost $92.91 Unrealized
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $3,554 Shares 9,956 Est. Cost $272.65 Unrealized +18.6%
ICSH ISHARES TR 1.1%
Value ($000) $3,507 Shares 69,425 Est. Cost $50.12 Unrealized
PINS PINTEREST INC 1.0%
Value ($000) $3,203 Shares 48,609 Est. Cost $34.58 Unrealized +73.5%
SHOP SHOPIFY INC 0.9%
Value ($000) $2,985 Shares 2,637 Est. Cost $36.52 Unrealized +187.5%
V VISA INC 0.9%
Value ($000) $2,871 Shares 13,126 Est. Cost $180.22 Unrealized +9.4%
SCHZ SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,865 Shares 51,134 Est. Cost $53.61 Unrealized
ZS ZSCALER INC 0.9%
Value ($000) $2,773 Shares 13,887 Est. Cost $81.98 Unrealized +94.0%
META FACEBOOK INC 0.9%
Value ($000) $2,748 Shares 10,059 Est. Cost $217.19 Unrealized +25.3%
CPRT COPART INC 0.8%
Value ($000) $2,698 Shares 21,202 Est. Cost $21.82 Unrealized +33.5%
PENN PENN NATL GAMING INC 0.8%
Value ($000) $2,579 Shares 29,858 Est. Cost $22.90 Unrealized +211.6%
CSCO CISCO SYS INC 0.8%
Value ($000) $2,539 Shares 56,747 Est. Cost $38.06 Unrealized -7.3%
OKTA OKTA INC 0.8%
Value ($000) $2,499 Shares 9,827 Est. Cost $137.02 Unrealized +73.5%
SCHB SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,480 Shares 27,256 Est. Cost $76.88 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $2,338 Shares 12,907 Est. Cost $134.53 Unrealized +4.2%
AVGO BROADCOM INC 0.7%
Value ($000) $2,311 Shares 5,277 Est. Cost $29.36 Unrealized +18.6%
SCHR SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,269 Shares 38,980 Est. Cost $55.32 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $2,229 Shares 4,457 Est. Cost $378.31 Unrealized +27.7%
SCHM SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,172 Shares 31,859 Est. Cost $59.67 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,120 Shares 138,945 Est. Cost $15.12 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $2,110 Shares 4,040 Est. Cost $6.55 Unrealized +103.9%
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $2,051 Shares 9,683 Est. Cost $123.94 Unrealized +25.8%
HDV ISHARES TR 0.6%
Value ($000) $1,957 Shares 22,320 Est. Cost $95.55 Unrealized
SCHO SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,900 Shares 36,966 Est. Cost $50.64 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,874 Shares 52,045 Est. Cost $33.63 Unrealized
SCHA SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,767 Shares 19,855 Est. Cost $73.98 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $1,764 Shares 3,262 Est. Cost $29.77 Unrealized +70.3%
WMT WALMART INC 0.5%
Value ($000) $1,602 Shares 11,113 Est. Cost $36.45 Unrealized +24.1%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,602 Shares 10,178 Est. Cost $121.62 Unrealized +4.9%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,599 Shares 38,784 Est. Cost $48.66 Unrealized -37.6%
INTC INTEL CORP 0.5%
Value ($000) $1,597 Shares 32,055 Est. Cost $48.15 Unrealized -8.6%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,504 Shares 3,228 Est. Cost $298.40 Unrealized +55.0%
FSLY FASTLY INC 0.5%
Value ($000) $1,494 Shares 17,096 Est. Cost $47.93 Unrealized +83.9%
ENB ENBRIDGE INC 0.5%
Value ($000) $1,467 Shares 45,859 Est. Cost $22.48 Unrealized -3.5%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $1,334 Shares 6,090 Est. Cost $165.74 Unrealized +9.1%
ALTERYX INC 0.4%
Value ($000) $1,334 Shares 10,950 Est. Cost $104.62 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $1,327 Shares 8,709 Est. Cost $114.74 Unrealized +8.7%
VIRT VIRTU FINL INC 0.4%
Value ($000) $1,278 Shares 50,792 Est. Cost $23.72 Unrealized -2.3%
RY ROYAL BK CDA 0.4%
Value ($000) $1,263 Shares 15,386 Est. Cost $76.45 Unrealized +1.2%
AMGN AMGEN INC 0.4%
Value ($000) $1,250 Shares 5,438 Est. Cost $188.49 Unrealized +4.2%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1,150 Shares 7,008 Est. Cost $108.55 Unrealized +24.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1,149 Shares 16,066 Est. Cost $54.83 Unrealized +6.6%
BYND BEYOND MEAT INC 0.4%
Value ($000) $1,136 Shares 9,089 Est. Cost $128.47 Unrealized +17.4%
APPN APPIAN CORP 0.3%
Value ($000) $1,120 Shares 6,907 Est. Cost $111.98 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.3%
Value ($000) $1,113 Shares 6,992 Est. Cost $114.84 Unrealized +11.3%
SNN SMITH & NEPHEW PLC 0.3%
Value ($000) $1,091 Shares 25,869 Est. Cost $39.16 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,088 Shares 621 Est. Cost $68.09 Unrealized +22.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,071 Shares 10,009 Est. Cost $69.06 Unrealized +23.3%
SPIRIT AIRLS INC 0.3%
Value ($000) $1,027 Shares 41,990 Est. Cost $21.73 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.3%
Value ($000) $986 Shares 11,848 Est. Cost $73.28 Unrealized
INTU INTUIT 0.3%
Value ($000) $983 Shares 2,587 Est. Cost $255.17 Unrealized +33.4%
CRMT AMERICAS CAR-MART INC 0.3%
Value ($000) $968 Shares 8,812 Est. Cost $96.77 Unrealized +4.1%
ETN EATON CORP PLC 0.3%
Value ($000) $954 Shares 7,939 Est. Cost $80.45 Unrealized +29.1%
CHE CHEMED CORP NEW 0.3%
Value ($000) $946 Shares 1,777 Est. Cost $412.44 Unrealized +17.1%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $930 Shares 3,971 Est. Cost $158.09 Unrealized +30.8%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $921 Shares 12,251 Est. Cost $47.80 Unrealized +23.1%
PFE PFIZER INC 0.3%
Value ($000) $859 Shares 23,338 Est. Cost $26.89 Unrealized +6.5%
KO COCA COLA CO 0.3%
Value ($000) $858 Shares 15,647 Est. Cost $44.27 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $842 Shares 35,770 Est. Cost $17.89 Unrealized 0.0%
TIP ISHARES TR 0.3%
Value ($000) $808 Shares 6,328 Est. Cost $116.57 Unrealized
EGHT 8X8 INC NEW 0.3%
Value ($000) $805 Shares 23,364 Est. Cost $17.67 Unrealized +21.3%
UNP UNION PAC CORP 0.3%
Value ($000) $802 Shares 3,850 Est. Cost $148.14 Unrealized +20.2%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $793 Shares 5,187 Est. Cost $86.55 Unrealized +48.4%
SPYV SPDR SER TR 0.2%
Value ($000) $772 Shares 22,443 Est. Cost $34.26 Unrealized
NFG NATIONAL FUEL GAS CO N J 0.2%
Value ($000) $758 Shares 18,435 Est. Cost $41.61 Unrealized +0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $743 Shares 424 Est. Cost $66.09 Unrealized +26.7%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $731 Shares 5,255 Est. Cost $105.65 Unrealized +16.6%
SPYG SPDR SER TR 0.2%
Value ($000) $709 Shares 12,822 Est. Cost $41.81 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $701 Shares 2,566 Est. Cost $226.06 Unrealized +9.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $698 Shares 8,435 Est. Cost $59.97 Unrealized +0.6%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $692 Shares 2,624 Est. Cost $191.26 Unrealized +3.0%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $687 Shares 5,829 Est. Cost $101.69 Unrealized +5.7%
T AT&T INC 0.2%
Value ($000) $680 Shares 23,654 Est. Cost $18.86 Unrealized -18.5%
BX BLACKSTONE GROUP INC 0.2%
Value ($000) $677 Shares 10,445 Est. Cost $45.79 Unrealized +6.6%
HD HOME DEPOT INC 0.2%
Value ($000) $672 Shares 2,531 Est. Cost $197.66 Unrealized +22.7%
F FORD MTR CO DEL 0.2%
Value ($000) $614 Shares 69,867 Est. Cost $6.00 Unrealized +5.9%
SJM SMUCKER J M CO 0.2%
Value ($000) $590 Shares 5,102 Est. Cost $86.74 Unrealized +13.2%
CMI CUMMINS INC 0.2%
Value ($000) $588 Shares 2,588 Est. Cost $148.59 Unrealized +33.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $587 Shares 14,311 Est. Cost $28.74 Unrealized -7.1%
BA BOEING CO 0.2%
Value ($000) $574 Shares 2,681 Est. Cost $348.75 Unrealized -44.9%
TMUS T-MOBILE US INC 0.2%
Value ($000) $558 Shares 4,135 Est. Cost $99.87 Unrealized +19.5%
THO THOR INDS INC 0.2%
Value ($000) $556 Shares 5,980 Est. Cost $67.24 Unrealized +25.5%
XYZ SQUARE INC 0.2%
Value ($000) $554 Shares 2,546 Est. Cost $70.33 Unrealized +177.4%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $549 Shares 8,563 Est. Cost $57.92 Unrealized
DISCOVER FINL SVCS 0.2%
Value ($000) $547 Shares 6,039 Est. Cost $50.18 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $542 Shares 2,165 Est. Cost $225.73 Unrealized -4.9%
BLACKROCK INC 0.2%
Value ($000) $510 Shares 707 Est. Cost $638.41 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $492 Shares 5,370 Est. Cost $53.02 Unrealized +62.8%
SO SOUTHERN CO 0.2%
Value ($000) $491 Shares 8,000 Est. Cost $48.90 Unrealized +1.3%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $486 Shares 3,827 Est. Cost $107.00 Unrealized -8.3%
MDT MEDTRONIC PLC 0.2%
Value ($000) $485 Shares 4,140 Est. Cost $95.08 Unrealized 0.0%
SPMD SPDR SER TR 0.1%
Value ($000) $478 Shares 11,837 Est. Cost $34.47 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $473 Shares 10,145 Est. Cost $43.02 Unrealized -6.3%
DOW DOW INC 0.1%
Value ($000) $458 Shares 8,246 Est. Cost $26.99 Unrealized +44.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $455 Shares 7,740 Est. Cost $42.77 Unrealized +2.8%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $450 Shares 4,935 Est. Cost $73.59 Unrealized +12.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $445 Shares 1,982 Est. Cost $187.36 Unrealized +6.6%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $442 Shares 14,580 Est. Cost $27.68 Unrealized -14.5%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $436 Shares 1,873 Est. Cost $235.23 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $434 Shares 6,734 Est. Cost $52.70 Unrealized +1.0%
SPTM SPDR SER TR 0.1%
Value ($000) $428 Shares 9,296 Est. Cost $39.41 Unrealized
MMM 3M CO 0.1%
Value ($000) $417 Shares 2,385 Est. Cost $111.52 Unrealized +5.4%
SRE SEMPRA ENERGY 0.1%
Value ($000) $415 Shares 3,261 Est. Cost $59.96 Unrealized -9.1%
IGSB ISHARES TR 0.1%
Value ($000) $415 Shares 7,526 Est. Cost $54.81 Unrealized
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $412 Shares 2,059 Est. Cost $76.10 Unrealized +167.2%
CMRC BIGCOMMERCE HLDGS INC 0.1%
Value ($000) $406 Shares 6,329 Est. Cost $86.26 Unrealized -7.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $384 Shares 6,599 Est. Cost $54.74 Unrealized -9.8%
DMRC DIGIMARC CORP NEW 0.1%
Value ($000) $377 Shares 7,976 Est. Cost $16.04 Unrealized +143.8%
IWF ISHARES TR 0.1%
Value ($000) $370 Shares 1,536 Est. Cost $175.92 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $357 Shares 1,375 Est. Cost $137.51 Unrealized +82.6%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $348 Shares 1,227 Est. Cost $255.58 Unrealized +0.9%
NOW SERVICENOW INC 0.1%
Value ($000) $340 Shares 617 Est. Cost $103.99 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $337 Shares 1,910 Est. Cost $127.91 Unrealized +15.3%
PSA PUBLIC STORAGE 0.1%
Value ($000) $333 Shares 1,443 Est. Cost $156.64 Unrealized +17.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $330 Shares 2,998 Est. Cost $90.08 Unrealized -3.8%
QEFA SPDR INDEX SHS FDS 0.1%
Value ($000) $317 Shares 4,534 Est. Cost $66.79 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $317 Shares 1,489 Est. Cost $143.80 Unrealized +13.9%
MTB M & T BK CORP 0.1%
Value ($000) $316 Shares 2,483 Est. Cost $86.23 Unrealized +12.1%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $315 Shares 429 Est. Cost $180.64 Unrealized +25.5%
MRK MERCK & CO. INC 0.1%
Value ($000) $313 Shares 3,830 Est. Cost $65.49 Unrealized -1.0%
XAR SPDR SER TR 0.1%
Value ($000) $312 Shares 2,715 Est. Cost $109.11 Unrealized
VIACOMCBS INC 0.1%
Value ($000) $308 Shares 8,266 Est. Cost $37.26 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $305 Shares 2,548 Est. Cost $98.98 Unrealized 0.0%
SPYD SPDR SER TR 0.1%
Value ($000) $305 Shares 9,250 Est. Cost $38.37 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $304 Shares 1,490 Est. Cost $153.16 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $304 Shares 6,517 Est. Cost $40.18 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $303 Shares 2,406 Est. Cost $98.48 Unrealized -5.1%
VVV VALVOLINE INC 0.1%
Value ($000) $297 Shares 12,856 Est. Cost $21.65 Unrealized 0.0%
GLW CORNING INC 0.1%
Value ($000) $296 Shares 8,230 Est. Cost $24.60 Unrealized +25.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $295 Shares 1,621 Est. Cost $106.19 Unrealized +45.0%
SPSM SPDR SER TR 0.1%
Value ($000) $291 Shares 8,129 Est. Cost $26.57 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $278 Shares 1,625 Est. Cost $138.27 Unrealized +5.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $278 Shares 3,290 Est. Cost $89.68 Unrealized -27.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $272 Shares 4,657 Est. Cost $46.13 Unrealized +8.7%
TGT TARGET CORP 0.1%
Value ($000) $271 Shares 1,537 Est. Cost $144.87 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $269 Shares 1,212 Est. Cost $122.98 Unrealized +59.4%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $269 Shares 624 Est. Cost $351.75 Unrealized +13.2%
PEP PEPSICO INC 0.1%
Value ($000) $264 Shares 1,781 Est. Cost $121.24 Unrealized 0.0%
SCI SERVICE CORP INTL 0.1%
Value ($000) $262 Shares 5,340 Est. Cost $47.47 Unrealized 0.0%
CRM SALESFORCE COM INC 0.1%
Value ($000) $261 Shares 1,172 Est. Cost $220.10 Unrealized +9.2%
RNG RINGCENTRAL INC 0.1%
Value ($000) $259 Shares 684 Est. Cost $311.05 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $253 Shares 2,720 Est. Cost $80.95 Unrealized
CERNER CORP 0.1%
Value ($000) $248 Shares 3,163 Est. Cost $72.36 Unrealized
FIREEYE INC 0.1%
Value ($000) $245 Shares 10,627 Est. Cost $23.06 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $244 Shares 457 Est. Cost $449.62 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $241 Shares 3,130 Est. Cost $65.64 Unrealized 0.0%
SPAB SPDR SER TR 0.1%
Value ($000) $241 Shares 7,823 Est. Cost $29.46 Unrealized
NKE NIKE INC 0.1%
Value ($000) $239 Shares 1,690 Est. Cost $86.70 Unrealized +42.1%
SNPS SYNOPSYS INC 0.1%
Value ($000) $238 Shares 917 Est. Cost $230.63 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $237 Shares 1,996 Est. Cost $99.59 Unrealized
INVH INVITATION HOMES INC 0.1%
Value ($000) $237 Shares 7,963 Est. Cost $24.63 Unrealized 0.0%
JD JD.COM INC 0.1%
Value ($000) $228 Shares 2,596 Est. Cost $87.90 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $224 Shares 1,144 Est. Cost $196.06 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $222 Shares 315 Est. Cost $170.65 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $217 Shares 1,274 Est. Cost $157.30 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $208 Shares 1,599 Est. Cost $130.02 Unrealized
CUZ COUSINS PPTYS INC 0.1%
Value ($000) $205 Shares 6,114 Est. Cost $33.50 Unrealized
MDB MONGODB INC 0.1%
Value ($000) $201 Shares 560 Est. Cost $279.28 Unrealized 0.0%
DOX AMDOCS LTD 0.1%
Value ($000) $201 Shares 2,830 Est. Cost $56.33 Unrealized 0.0%