Independent Solutions Wealth Management, LLC Diversified Active

CIK: 0001818391 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Dec 19, 2024

Total Value ($000): $364,075 (100.0% shares, 0.0% debt)

Holdings (188)

IVE ISHARES TR 6.3%
Value ($000) $22,917 Shares 162,255 Est. Cost $129.06 Unrealized
IVW ISHARES TR 5.8%
Value ($000) $21,112 Shares 324,256 Est. Cost $90.10 Unrealized
AGG ISHARES TR 5.0%
Value ($000) $18,334 Shares 161,068 Est. Cost $114.43 Unrealized
GVI ISHARES TR 4.0%
Value ($000) $14,735 Shares 128,290 Est. Cost $114.74 Unrealized
ITOT ISHARES TR 3.7%
Value ($000) $13,574 Shares 148,185 Est. Cost $72.38 Unrealized
SHY ISHARES TR 3.5%
Value ($000) $12,624 Shares 146,369 Est. Cost $85.62 Unrealized
IJH ISHARES TR 3.1%
Value ($000) $11,397 Shares 43,789 Est. Cost $201.36 Unrealized
IEFA ISHARES TR 2.9%
Value ($000) $10,399 Shares 144,334 Est. Cost $64.56 Unrealized
IJR ISHARES TR 2.7%
Value ($000) $9,844 Shares 90,700 Est. Cost $80.39 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $9,433 Shares 77,222 Est. Cost $95.97 Unrealized +30.3%
LQD ISHARES TR 2.1%
Value ($000) $7,624 Shares 58,620 Est. Cost $130.10 Unrealized
PFF ISHARES TR 1.9%
Value ($000) $6,909 Shares 179,929 Est. Cost $37.63 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $6,448 Shares 27,350 Est. Cost $159.80 Unrealized +39.5%
AMZN AMAZON COM INC 1.6%
Value ($000) $5,808 Shares 1,877 Est. Cost $96.06 Unrealized +65.0%
ETSY ETSY INC 1.4%
Value ($000) $5,248 Shares 26,023 Est. Cost $65.52 Unrealized +219.5%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $4,447 Shares 12,616 Est. Cost $272.50 Unrealized +21.0%
TTD THE TRADE DESK INC 1.2%
Value ($000) $4,349 Shares 6,673 Est. Cost $25.52 Unrealized +202.8%
SCHV SCHWAB STRATEGIC TR 1.2%
Value ($000) $4,249 Shares 65,087 Est. Cost $59.87 Unrealized
ICSH ISHARES TR 1.1%
Value ($000) $4,047 Shares 80,100 Est. Cost $50.17 Unrealized
ROKU ROKU INC 1.1%
Value ($000) $4,042 Shares 12,409 Est. Cost $145.12 Unrealized +170.1%
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $3,955 Shares 30,476 Est. Cost $95.16 Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $3,786 Shares 10,634 Est. Cost $276.91 Unrealized +22.6%
PINS PINTEREST INC 1.0%
Value ($000) $3,740 Shares 50,518 Est. Cost $36.08 Unrealized +106.1%
PENN PENN NATL GAMING INC 0.9%
Value ($000) $3,359 Shares 32,036 Est. Cost $28.88 Unrealized +283.6%
SCHZ SCHWAB STRATEGIC TR 0.9%
Value ($000) $3,356 Shares 62,204 Est. Cost $53.67 Unrealized
V VISA INC 0.9%
Value ($000) $3,283 Shares 15,507 Est. Cost $183.75 Unrealized +10.6%
SHOP SHOPIFY INC 0.9%
Value ($000) $3,150 Shares 2,847 Est. Cost $42.73 Unrealized +182.7%
CSCO CISCO SYS INC 0.9%
Value ($000) $3,108 Shares 60,108 Est. Cost $38.20 Unrealized +6.3%
AVGO BROADCOM INC 0.8%
Value ($000) $2,895 Shares 6,244 Est. Cost $31.27 Unrealized +33.2%
META FACEBOOK INC 0.8%
Value ($000) $2,759 Shares 9,369 Est. Cost $217.19 Unrealized +23.1%
SCHR SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,710 Shares 48,047 Est. Cost $55.53 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $2,694 Shares 5,668 Est. Cost $397.35 Unrealized +17.6%
ZS ZSCALER INC 0.7%
Value ($000) $2,515 Shares 14,652 Est. Cost $88.07 Unrealized +125.6%
CPRT COPART INC 0.7%
Value ($000) $2,512 Shares 23,133 Est. Cost $22.35 Unrealized +26.1%
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,483 Shares 25,670 Est. Cost $76.88 Unrealized
HDV ISHARES TR 0.7%
Value ($000) $2,480 Shares 26,137 Est. Cost $95.45 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,400 Shares 160,012 Est. Cost $15.10 Unrealized
OKTA OKTA INC 0.6%
Value ($000) $2,340 Shares 10,614 Est. Cost $145.49 Unrealized +72.7%
SCHO SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,335 Shares 45,511 Est. Cost $50.76 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,242 Shares 4,199 Est. Cost $6.81 Unrealized +97.0%
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,211 Shares 29,712 Est. Cost $59.67 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,179 Shares 39,034 Est. Cost $48.66 Unrealized -11.0%
PFE PFIZER INC 0.6%
Value ($000) $2,090 Shares 57,677 Est. Cost $27.57 Unrealized +1.7%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value ($000) $1,955 Shares 10,713 Est. Cost $132.36 Unrealized +59.8%
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,949 Shares 51,801 Est. Cost $33.63 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,944 Shares 22,034 Est. Cost $63.33 Unrealized +30.7%
SPIRIT AIRLS INC 0.5%
Value ($000) $1,884 Shares 51,054 Est. Cost $24.43 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $1,861 Shares 29,077 Est. Cost $48.15 Unrealized +12.3%
AMGN AMGEN INC 0.5%
Value ($000) $1,855 Shares 7,456 Est. Cost $192.87 Unrealized +6.1%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,771 Shares 10,776 Est. Cost $122.68 Unrealized +14.8%
RY ROYAL BK CDA 0.5%
Value ($000) $1,762 Shares 19,113 Est. Cost $78.52 Unrealized +10.9%
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,755 Shares 17,610 Est. Cost $73.98 Unrealized
ENB ENBRIDGE INC 0.5%
Value ($000) $1,751 Shares 48,109 Est. Cost $22.63 Unrealized +13.0%
VIRT VIRTU FINL INC 0.5%
Value ($000) $1,677 Shares 54,011 Est. Cost $23.95 Unrealized +15.1%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,654 Shares 8,966 Est. Cost $134.53 Unrealized +33.9%
CCI CROWN CASTLE INTL CORP NEW 0.5%
Value ($000) $1,654 Shares 9,610 Est. Cost $118.25 Unrealized +7.7%
NFLX NETFLIX INC 0.4%
Value ($000) $1,620 Shares 3,106 Est. Cost $29.77 Unrealized +78.2%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $1,613 Shares 7,075 Est. Cost $171.62 Unrealized +21.2%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,594 Shares 773 Est. Cost $73.96 Unrealized +32.4%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $1,525 Shares 8,313 Est. Cost $111.53 Unrealized +37.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1,417 Shares 18,338 Est. Cost $56.12 Unrealized +16.3%
FSLY FASTLY INC 0.4%
Value ($000) $1,389 Shares 20,640 Est. Cost $54.46 Unrealized +57.8%
WMT WALMART INC 0.4%
Value ($000) $1,383 Shares 10,179 Est. Cost $36.45 Unrealized +18.8%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,361 Shares 5,605 Est. Cost $185.45 Unrealized +35.8%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1,355 Shares 7,171 Est. Cost $109.53 Unrealized +38.2%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,325 Shares 2,904 Est. Cost $298.40 Unrealized +57.9%
CRMT AMERICAS CAR-MART INC 0.4%
Value ($000) $1,320 Shares 8,662 Est. Cost $96.77 Unrealized +40.3%
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,197 Shares 54,039 Est. Cost $22.15 Unrealized
BYND BEYOND MEAT INC 0.3%
Value ($000) $1,190 Shares 9,147 Est. Cost $128.47 Unrealized +14.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,161 Shares 10,623 Est. Cost $70.50 Unrealized +33.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,160 Shares 8,746 Est. Cost $114.74 Unrealized +13.1%
ETN EATON CORP PLC 0.3%
Value ($000) $1,146 Shares 8,290 Est. Cost $82.08 Unrealized +44.9%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $1,118 Shares 3,973 Est. Cost $231.06 Unrealized +3.9%
APPN APPIAN CORP 0.3%
Value ($000) $1,103 Shares 8,294 Est. Cost $122.84 Unrealized +44.0%
ALTERYX INC 0.3%
Value ($000) $1,097 Shares 13,224 Est. Cost $100.90 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,078 Shares 10,289 Est. Cost $82.81 Unrealized -3.9%
NFG NATIONAL FUEL GAS CO 0.3%
Value ($000) $1,077 Shares 21,540 Est. Cost $42.16 Unrealized +7.7%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $1,071 Shares 45,971 Est. Cost $20.00 Unrealized +37.1%
INTU INTUIT 0.3%
Value ($000) $1,050 Shares 2,740 Est. Cost $261.79 Unrealized +42.8%
SNN SMITH & NEPHEW PLC 0.3%
Value ($000) $1,034 Shares 27,290 Est. Cost $39.10 Unrealized
F FORD MTR CO DEL 0.3%
Value ($000) $1,023 Shares 83,503 Est. Cost $6.44 Unrealized +34.9%
BX BLACKSTONE GROUP INC 0.3%
Value ($000) $927 Shares 12,432 Est. Cost $47.84 Unrealized +22.5%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $895 Shares 2,737 Est. Cost $194.80 Unrealized +42.1%
GOOG ALPHABET INC 0.2%
Value ($000) $892 Shares 431 Est. Cost $66.61 Unrealized +47.8%
XYZ SQUARE INC 0.2%
Value ($000) $804 Shares 3,543 Est. Cost $116.36 Unrealized +101.0%
HD HOME DEPOT INC 0.2%
Value ($000) $801 Shares 2,623 Est. Cost $199.30 Unrealized +22.6%
LAMR LAMAR ADVERTISING CO NEW 0.2%
Value ($000) $798 Shares 8,496 Est. Cost $73.28 Unrealized
EGHT 8X8 INC NEW 0.2%
Value ($000) $798 Shares 24,592 Est. Cost $18.52 Unrealized +86.8%
KO COCA COLA CO 0.2%
Value ($000) $784 Shares 14,868 Est. Cost $44.27 Unrealized -2.0%
THO THOR INDS INC 0.2%
Value ($000) $777 Shares 5,768 Est. Cost $67.24 Unrealized +63.3%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $748 Shares 3,078 Est. Cost $225.70 Unrealized -0.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $744 Shares 14,547 Est. Cost $28.76 Unrealized +5.7%
TIP ISHARES TR 0.2%
Value ($000) $739 Shares 5,890 Est. Cost $116.57 Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $739 Shares 7,947 Est. Cost $88.88 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $735 Shares 8,279 Est. Cost $59.97 Unrealized +11.4%
T AT&T INC 0.2%
Value ($000) $721 Shares 23,803 Est. Cost $18.86 Unrealized -14.4%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $715 Shares 5,542 Est. Cost $101.69 Unrealized +6.4%
CMRC BIGCOMMERCE HLDGS INC 0.2%
Value ($000) $690 Shares 11,941 Est. Cost $76.95 Unrealized -13.6%
CHE CHEMED CORP NEW 0.2%
Value ($000) $686 Shares 1,492 Est. Cost $412.44 Unrealized +16.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $684 Shares 5,048 Est. Cost $105.65 Unrealized +9.5%
SPYV SPDR SER TR 0.2%
Value ($000) $681 Shares 17,978 Est. Cost $34.26 Unrealized
BA BOEING CO 0.2%
Value ($000) $679 Shares 2,666 Est. Cost $348.75 Unrealized -36.3%
VIACOMCBS INC 0.2%
Value ($000) $662 Shares 14,680 Est. Cost $40.69 Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $659 Shares 8,874 Est. Cost $54.34 Unrealized +9.5%
NUE NUCOR CORP 0.2%
Value ($000) $612 Shares 7,622 Est. Cost $56.08 Unrealized 0.0%
SPYG SPDR SER TR 0.2%
Value ($000) $597 Shares 10,586 Est. Cost $41.81 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $596 Shares 2,301 Est. Cost $148.59 Unrealized +49.3%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $595 Shares 3,910 Est. Cost $107.43 Unrealized +18.4%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $575 Shares 14,863 Est. Cost $27.74 Unrealized +10.4%
DISCOVER FINL SVCS 0.2%
Value ($000) $572 Shares 6,026 Est. Cost $50.18 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $570 Shares 7,811 Est. Cost $57.92 Unrealized
BLACKROCK INC 0.2%
Value ($000) $558 Shares 740 Est. Cost $643.56 Unrealized
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $557 Shares 9,121 Est. Cost $43.02 Unrealized +15.1%
UNP UNION PAC CORP 0.1%
Value ($000) $539 Shares 2,446 Est. Cost $148.14 Unrealized +27.0%
DOW DOW INC 0.1%
Value ($000) $538 Shares 8,417 Est. Cost $27.37 Unrealized +67.4%
TMUS T-MOBILE US INC 0.1%
Value ($000) $537 Shares 4,287 Est. Cost $100.64 Unrealized +21.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $516 Shares 4,370 Est. Cost $95.42 Unrealized +6.6%
MMM 3M CO 0.1%
Value ($000) $509 Shares 2,642 Est. Cost $112.84 Unrealized +10.9%
SJM SMUCKER J M CO 0.1%
Value ($000) $508 Shares 4,015 Est. Cost $86.74 Unrealized +15.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $500 Shares 7,739 Est. Cost $54.54 Unrealized -2.2%
SO SOUTHERN CO 0.1%
Value ($000) $465 Shares 7,473 Est. Cost $48.90 Unrealized +1.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $434 Shares 1,816 Est. Cost $187.36 Unrealized +2.6%
SNA SNAP ON INC 0.1%
Value ($000) $433 Shares 1,875 Est. Cost $143.00 Unrealized +21.5%
CONTINENTAL RES INC 0.1%
Value ($000) $431 Shares 16,646 Est. Cost $25.87 Unrealized
VVV VALVOLINE INC 0.1%
Value ($000) $429 Shares 16,448 Est. Cost $22.36 Unrealized +11.5%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $424 Shares 7,114 Est. Cost $41.00 Unrealized +21.9%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $412 Shares 1,227 Est. Cost $255.58 Unrealized +21.2%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $408 Shares 4,882 Est. Cost $73.59 Unrealized +14.9%
SRE SEMPRA ENERGY 0.1%
Value ($000) $402 Shares 3,033 Est. Cost $59.96 Unrealized -11.5%
SPMD SPDR SER TR 0.1%
Value ($000) $402 Shares 8,785 Est. Cost $34.47 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $401 Shares 7,336 Est. Cost $54.81 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $401 Shares 2,645 Est. Cost $88.67 Unrealized +42.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $397 Shares 6,821 Est. Cost $42.77 Unrealized -1.2%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $393 Shares 2,165 Est. Cost $83.73 Unrealized +177.0%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $387 Shares 1,466 Est. Cost $153.16 Unrealized
SPTM SPDR SER TR 0.1%
Value ($000) $386 Shares 7,843 Est. Cost $39.41 Unrealized
GLW CORNING INC 0.1%
Value ($000) $386 Shares 8,862 Est. Cost $25.25 Unrealized +33.1%
FDX FEDEX CORP 0.1%
Value ($000) $383 Shares 1,350 Est. Cost $137.51 Unrealized +70.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $364 Shares 2,735 Est. Cost $98.43 Unrealized -0.4%
PSA PUBLIC STORAGE 0.1%
Value ($000) $360 Shares 1,457 Est. Cost $156.64 Unrealized +20.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $354 Shares 3,081 Est. Cost $90.28 Unrealized +8.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $351 Shares 1,514 Est. Cost $106.19 Unrealized +78.1%
CG CARLYLE GROUP INC 0.1%
Value ($000) $339 Shares 9,217 Est. Cost $29.86 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $338 Shares 1,489 Est. Cost $235.23 Unrealized
XAR SPDR SER TR 0.1%
Value ($000) $328 Shares 2,615 Est. Cost $109.11 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $328 Shares 1,509 Est. Cost $144.23 Unrealized +22.5%
INVH INVITATION HOMES INC 0.1%
Value ($000) $322 Shares 10,059 Est. Cost $24.87 Unrealized +3.7%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $320 Shares 8,001 Est. Cost $39.99 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $308 Shares 3,922 Est. Cost $53.02 Unrealized +62.4%
TGT TARGET CORP 0.1%
Value ($000) $298 Shares 1,507 Est. Cost $144.87 Unrealized +12.7%
SPAB SPDR SER TR 0.1%
Value ($000) $296 Shares 9,997 Est. Cost $29.50 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $284 Shares 7,386 Est. Cost $38.37 Unrealized
QEFA SPDR INDEX SHS FDS 0.1%
Value ($000) $284 Shares 3,942 Est. Cost $66.79 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $283 Shares 2,117 Est. Cost $105.71 Unrealized 0.0%
ABM ABM INDS INC 0.1%
Value ($000) $280 Shares 5,480 Est. Cost $39.74 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $276 Shares 8,114 Est. Cost $34.05 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $276 Shares 3,581 Est. Cost $65.49 Unrealized -3.7%
SPSM SPDR SER TR 0.1%
Value ($000) $276 Shares 6,521 Est. Cost $26.57 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $268 Shares 1,190 Est. Cost $122.98 Unrealized +61.6%
SCI SERVICE CORP INTL 0.1%
Value ($000) $268 Shares 5,243 Est. Cost $47.47 Unrealized +5.5%
DMRC DIGIMARC CORP NEW 0.1%
Value ($000) $264 Shares 8,907 Est. Cost $18.51 Unrealized +114.4%
FAS DIREXION SHS ETF TR 0.1%
Value ($000) $264 Shares 2,906 Est. Cost $90.87 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $264 Shares 1,404 Est. Cost $158.29 Unrealized +6.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $262 Shares 650 Est. Cost $353.27 Unrealized +10.3%
SNPS SYNOPSYS INC 0.1%
Value ($000) $262 Shares 1,058 Est. Cost $233.74 Unrealized +8.6%
IWF ISHARES TR 0.1%
Value ($000) $259 Shares 1,065 Est. Cost $175.92 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $252 Shares 2,324 Est. Cost $88.91 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $247 Shares 4,226 Est. Cost $46.13 Unrealized +7.9%
EXC EXELON CORP 0.1%
Value ($000) $247 Shares 5,645 Est. Cost $25.25 Unrealized 0.0%
JJSF J & J SNACK FOODS CORP 0.1%
Value ($000) $247 Shares 1,572 Est. Cost $142.03 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $246 Shares 3,164 Est. Cost $65.58 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $242 Shares 18,143 Est. Cost $10.83 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $242 Shares 447 Est. Cost $449.62 Unrealized +22.9%
NOW SERVICENOW INC 0.1%
Value ($000) $239 Shares 477 Est. Cost $103.99 Unrealized +1.5%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $237 Shares 1,727 Est. Cost $134.17 Unrealized 0.0%
JD JD.COM INC 0.1%
Value ($000) $236 Shares 2,799 Est. Cost $87.64 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $234 Shares 351 Est. Cost $178.90 Unrealized +40.3%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $232 Shares 1,648 Est. Cost $116.48 Unrealized 0.0%
DDS DILLARDS INC 0.1%
Value ($000) $232 Shares 2,400 Est. Cost $63.03 Unrealized 0.0%
CRM SALESFORCE COM INC 0.1%
Value ($000) $231 Shares 1,092 Est. Cost $220.10 Unrealized -0.1%
PEP PEPSICO INC 0.1%
Value ($000) $230 Shares 1,624 Est. Cost $121.24 Unrealized -2.7%
DOX AMDOCS LTD 0.1%
Value ($000) $229 Shares 3,262 Est. Cost $57.89 Unrealized +17.7%
GOVT ISHARES TR 0.1%
Value ($000) $227 Shares 8,661 Est. Cost $26.19 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $213 Shares 1,818 Est. Cost $121.05 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $212 Shares 1,599 Est. Cost $130.02 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.1%
Value ($000) $207 Shares 4,233 Est. Cost $50.23 Unrealized 0.0%
NAVI NAVIENT CORPORATION 0.1%
Value ($000) $201 Shares 14,051 Est. Cost $12.31 Unrealized 0.0%
FIREEYE INC 0.1%
Value ($000) $200 Shares 10,237 Est. Cost $23.06 Unrealized