CIK: 0001858782 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: Apr 24, 2025
Total Value ($000): $389,477 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 62,013 | $22,748 | 5.8% | $271.16 | +49.4% | COM | 594918104 |
| AAPL | APPLE INC | 103,701 | $20,713 | 5.3% | $141.71 | +62.8% | COM | 037833100 |
| ITOT | ISHARES TR | 157,404 | $18,094 | 4.6% | $101.22 | — | CORE S&P TTL STK | 464287150 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | 4,468,342 | $17,158 | 4.4% | $6.37 | -24.3% | COM CL A | 23204X103 |
| GOOGL | ALPHABET INC | 109,037 | $16,516 | 4.2% | $124.08 | +45.6% | CAP STK CL A | 02079K305 |
| UBER | UBER TECHNOLOGIES INC | 192,814 | $14,353 | 3.7% | $42.14 | +71.0% | COM | 90353T100 |
| IUSG | ISHARES TR | 109,161 | $13,221 | 3.4% | $88.46 | — | CORE S&P US GWT | 464287671 |
| AMZN | AMAZON COM INC | 73,455 | $12,721 | 3.3% | $137.38 | +58.0% | COM | 023135106 |
| PLTR | PALANTIR TECHNOLOGIES INC | 133,245 | $12,524 | 3.2% | $11.79 | +644.9% | CL A | 69608A108 |
| NVDA | NVIDIA CORPORATION | 120,365 | $11,903 | 3.1% | $108.93 | +16.3% | COM | 67066G104 |
| IVV | ISHARES TR | 21,727 | $11,502 | 3.0% | $505.73 | — | CORE S&P500 ETF | 464287200 |
| GSLC | GOLDMAN SACHS ETF TR | 102,829 | $10,695 | 2.7% | $85.58 | — | ACTIVEBETA US LG | 381430503 |
| TSLA | TESLA INC | 39,038 | $9,290 | 2.4% | $247.13 | +34.9% | COM | 88160R101 |
| SCHD | SCHWAB STRATEGIC TR | 345,337 | $8,785 | 2.3% | $42.21 | — | US DIVIDEND EQ | 808524797 |
| AVDE | AMERICAN CENTY ETF TR | 125,068 | $8,405 | 2.2% | $58.83 | — | INTL EQT ETF | 025072703 |
| IJR | ISHARES TR | 83,230 | $8,045 | 2.1% | $105.70 | — | CORE S&P SCP ETF | 464287804 |
| VOO | VANGUARD INDEX FDS | 15,940 | $7,719 | 2.0% | $425.19 | — | S&P 500 ETF SHS | 922908363 |
| IUSV | ISHARES TR | 68,360 | $5,892 | 1.5% | $75.78 | — | CORE S&P US VLU | 464287663 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 10,473 | $5,454 | 1.4% | $264.50 | +83.8% | CL B NEW | 084670702 |
| AMD | ADVANCED MICRO DEVICES INC | 62,168 | $5,363 | 1.4% | $98.13 | +13.3% | COM | 007903107 |
| PANW | PALO ALTO NETWORKS INC | 29,923 | $4,896 | 1.3% | $158.76 | +16.5% | COM | 697435105 |
| MMM | 3M CO | 34,046 | $4,641 | 1.2% | $89.12 | +62.2% | COM | 88579Y101 |
| IEFA | ISHARES TR | 58,050 | $4,447 | 1.1% | $73.33 | — | CORE MSCI EAFE | 46432F842 |
| AGG | ISHARES TR | 45,577 | $4,442 | 1.1% | $101.61 | — | CORE US AGGBD ET | 464287226 |
| CRWD | CROWDSTRIKE HLDGS INC | 10,077 | $3,713 | 1.0% | $300.70 | +26.7% | CL A | 22788C105 |
| AVUV | AMERICAN CENTY ETF TR | 45,237 | $3,652 | 0.9% | $86.33 | — | US SML CP VALU | 025072877 |
| XRAY | DENTSPLY SIRONA INC | 268,037 | $3,490 | 0.9% | $26.89 | -34.1% | COM | 24906P109 |
| EL | LAUDER ESTEE COS INC | 58,621 | $3,279 | 0.8% | $77.68 | -8.3% | CL A | 518439104 |
| AVUS | AMERICAN CENTY ETF TR | 36,549 | $3,171 | 0.8% | $77.27 | — | US EQT ETF | 025072885 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 4 | $3,120 | 0.8% | $395379.30 | +84.5% | CL A | 084670108 |
| JPM | JPMORGAN CHASE & CO. | 12,302 | $2,898 | 0.7% | $144.56 | +73.6% | COM | 46625H100 |
| VUG | VANGUARD INDEX FDS | 8,218 | $2,890 | 0.7% | $255.51 | — | GROWTH ETF | 922908736 |
| NKE | NIKE INC | 49,168 | $2,805 | 0.7% | $74.05 | -2.7% | CL B | 654106103 |
| MELI | MERCADOLIBRE INC | 1,314 | $2,796 | 0.7% | $1714.55 | +15.8% | COM | 58733R102 |
| JPST | J P MORGAN EXCHANGE TRADED F | 53,250 | $2,690 | 0.7% | $50.46 | — | ULTRA SHRT ETF | 46641Q837 |
| VB | VANGUARD INDEX FDS | 12,872 | $2,673 | 0.7% | $214.35 | — | SMALL CP ETF | 922908751 |
| VTI | VANGUARD INDEX FDS | 9,068 | $2,349 | 0.6% | $240.70 | — | TOTAL STK MKT | 922908769 |
| VTV | VANGUARD INDEX FDS | 13,948 | $2,264 | 0.6% | $157.04 | — | VALUE ETF | 922908744 |
| AVEM | AMERICAN CENTY ETF TR | 37,654 | $2,222 | 0.6% | $55.63 | — | AVANTIS EMGMKT | 025072604 |
| VXUS | VANGUARD STAR FDS | 35,704 | $2,222 | 0.6% | $58.61 | — | VG TL INTL STK F | 921909768 |
| META | META PLATFORMS INC | 4,355 | $2,179 | 0.6% | $358.56 | +79.4% | CL A | 30303M102 |
| ASML | ASML HOLDING N V | 3,202 | $2,045 | 0.5% | $711.71 | — | N Y REGISTRY SHS | N07059210 |
| MUB | ISHARES TR | 17,599 | $1,815 | 0.5% | $108.69 | — | NATIONAL MUN ETF | 464288414 |
| WMT | WALMART INC | 17,709 | $1,680 | 0.4% | $55.12 | +68.6% | COM | 931142103 |
| AVGO | BROADCOM INC | 9,400 | $1,594 | 0.4% | $151.80 | +38.2% | COM | 11135F101 |
| FELC | FIDELITY COVINGTON TRUST | 53,796 | $1,582 | 0.4% | $31.17 | — | ENHANCED LARGE | 316092113 |
| GOOG | ALPHABET INC | 10,244 | $1,577 | 0.4% | $129.26 | +41.2% | CAP STK CL C | 02079K107 |
| FENI | FIDELITY COVINGTON TRUST | 51,775 | $1,549 | 0.4% | $28.19 | — | ENHANCED INTL | 31609A404 |
| ONEQ | FIDELITY COMWLTH TR | 24,145 | $1,548 | 0.4% | $70.78 | — | NASDAQ COMPSIT | 315912808 |
| BINC | BLACKROCK ETF TRUST II | 29,004 | $1,501 | 0.4% | $52.14 | — | ISHARES FLEXIBLE | 092528603 |
| COST | COSTCO WHSL CORP NEW | 1,516 | $1,485 | 0.4% | $619.46 | +56.7% | COM | 22160K105 |
| CLX | CLOROX CO DEL | 10,171 | $1,445 | 0.4% | $142.43 | +3.9% | COM | 189054109 |
| IYW | ISHARES TR | 10,702 | $1,402 | 0.4% | $93.47 | — | U.S. TECH ETF | 464287721 |
| — | QIAGEN NV | 32,638 | $1,382 | 0.4% | $42.34 | — | COM SHS | N72482206 |
| FBND | FIDELITY MERRIMACK STR TR | 28,328 | $1,273 | 0.3% | $44.73 | — | TOTAL BD ETF | 316188309 |
| JMST | J P MORGAN EXCHANGE TRADED F | 24,189 | $1,225 | 0.3% | $50.81 | — | ULTRA SHT MUNCPL | 46641Q654 |
| LLY | ELI LILLY & CO | 1,479 | $1,224 | 0.3% | $640.80 | +29.0% | COM | 532457108 |
| SHYG | ISHARES TR | 28,521 | $1,192 | 0.3% | $41.78 | — | 0-5YR HI YL CP | 46434V407 |
| VEA | VANGUARD TAX-MANAGED FDS | 22,135 | $1,140 | 0.3% | $47.29 | — | VAN FTSE DEV MKT | 921943858 |
| AVLV | AMERICAN CENTY ETF TR | 17,917 | $1,087 | 0.3% | $61.28 | — | US LARGE CAP VLU | 025072349 |
| DFUS | DIMENSIONAL ETF TRUST | 17,894 | $1,020 | 0.3% | $60.03 | — | US EQUITY MARKET | 25434V401 |
| SPY | SPDR S&P 500 ETF TR | 1,917 | $1,011 | 0.3% | $493.40 | — | TR UNIT | 78462F103 |
| CWT | CALIFORNIA WTR SVC GROUP | 18,900 | $971 | 0.2% | $45.82 | -3.8% | COM | 130788102 |
| HOLX | HOLOGIC INC | 16,158 | $940 | 0.2% | $67.81 | -2.3% | COM | 436440101 |
| VBK | VANGUARD INDEX FDS | 3,945 | $931 | 0.2% | $247.78 | — | SML CP GRW ETF | 922908595 |
| IEMG | ISHARES INC | 17,492 | $922 | 0.2% | $58.95 | — | CORE MSCI EMKT | 46434G103 |
| RSP | INVESCO EXCHANGE TRADED FD T | 5,634 | $920 | 0.2% | $163.33 | — | S&P500 EQL WGT | 46137V357 |
| HD | HOME DEPOT INC | 2,564 | $909 | 0.2% | $320.13 | +18.9% | COM | 437076102 |
| NTRS | NORTHERN TR CORP | 9,830 | $878 | 0.2% | $85.11 | +21.6% | COM | 665859104 |
| MA | MASTERCARD INCORPORATED | 1,628 | $858 | 0.2% | $431.69 | +25.6% | CL A | 57636Q104 |
| EFG | ISHARES TR | 8,496 | $853 | 0.2% | $99.16 | — | EAFE GRWTH ETF | 464288885 |
| NFLX | NETFLIX INC | 818 | $851 | 0.2% | $71.16 | +33.6% | COM | 64110L106 |
| MRTN | MARTEN TRANS LTD | 62,496 | $831 | 0.2% | $15.82 | -7.6% | COM | 573075108 |
| MCD | MCDONALDS CORP | 2,575 | $822 | 0.2% | $236.69 | +23.7% | COM | 580135101 |
| SHOP | SHOPIFY INC | 9,240 | $792 | 0.2% | $61.31 | +77.7% | CL A | 82509L107 |
| GL | GLOBE LIFE INC | 6,486 | $789 | 0.2% | $102.35 | +18.8% | COM | 37959E102 |
| V | VISA INC | 2,322 | $770 | 0.2% | $245.27 | +37.1% | COM CL A | 92826C839 |
| WERN | WERNER ENTERPRISES INC | 26,716 | $761 | 0.2% | $38.02 | -11.7% | COM | 950755108 |
| ORCL | ORACLE CORP | 5,808 | $739 | 0.2% | $114.47 | +41.1% | COM | 68389X105 |
| HSIC | HENRY SCHEIN INC | 11,294 | $729 | 0.2% | $70.06 | +5.4% | COM | 806407102 |
| SE | SEA LTD | 6,123 | $726 | 0.2% | $47.19 | — | SPONSORD ADS | 81141R100 |
| SHM | SPDR SER TR | 15,356 | $722 | 0.2% | $48.77 | — | NUVEEN BLMBRG SH | 78468R739 |
| VBR | VANGUARD INDEX FDS | 4,028 | $702 | 0.2% | $184.66 | — | SM CP VAL ETF | 922908611 |
| SCHW | SCHWAB CHARLES CORP | 9,050 | $693 | 0.2% | $69.94 | +11.0% | COM | 808513105 |
| SOLV | SOLVENTUM CORP | 10,505 | $682 | 0.2% | $74.85 | -0.5% | COM SHS | 83444M101 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 8,508 | $680 | 0.2% | $64.35 | — | SHS | 315948109 |
| BOXX | EA SERIES TRUST | 6,016 | $672 | 0.2% | $111.79 | — | ALPHA ARCH 1-3 | 02072L565 |
| PWR | QUANTA SVCS INC | 2,502 | $655 | 0.2% | $288.64 | 0.0% | COM | 74762E102 |
| SYK | STRYKER CORPORATION | 1,869 | $651 | 0.2% | $234.49 | +60.8% | COM | 863667101 |
| GBIL | GOLDMAN SACHS ETF TR | 6,450 | $646 | 0.2% | $100.11 | — | ACCES TREASURY | 381430529 |
| KMB | KIMBERLY-CLARK CORP | 4,534 | $625 | 0.2% | $113.91 | +13.9% | COM | 494368103 |
| HTO | SJW GROUP | 11,130 | $615 | 0.2% | $55.13 | -7.2% | COM | 784305104 |
| BSV | VANGUARD BD INDEX FDS | 7,532 | $589 | 0.2% | $74.81 | — | SHORT TRM BOND | 921937827 |
| IWD | ISHARES TR | 3,285 | $582 | 0.1% | $177.02 | — | RUS 1000 VAL ETF | 464287598 |
| GPIX | GOLDMAN SACHS ETF TR | 12,968 | $568 | 0.1% | $47.30 | — | S&P 500 CORE PRE | 38149W622 |
| IJH | ISHARES TR | 10,125 | $556 | 0.1% | $57.66 | — | CORE S&P MCP ETF | 464287507 |
| BAC | BANK AMERICA CORP | 13,872 | $532 | 0.1% | $30.76 | +41.8% | COM | 060505104 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3,442 | $521 | 0.1% | $118.02 | — | SPONSORED ADS | 874039100 |
| JNJ | JOHNSON & JOHNSON | 3,269 | $516 | 0.1% | $147.42 | +3.4% | COM | 478160104 |
| VONV | VANGUARD SCOTTSDALE FDS | 6,623 | $514 | 0.1% | $80.27 | — | VNG RUS1000VAL | 92206C714 |
| DFAS | DIMENSIONAL ETF TRUST | 9,195 | $514 | 0.1% | $60.01 | — | US SMALL CAP ETF | 25434V500 |
| XOM | EXXON MOBIL CORP | 4,646 | $503 | 0.1% | $96.76 | +10.8% | COM | 30231G102 |
| SPDW | SPDR INDEX SHS FDS | 12,939 | $477 | 0.1% | $36.14 | — | PORTFOLIO DEVLPD | 78463X889 |
| IYC | ISHARES TR | 5,584 | $475 | 0.1% | $77.61 | — | US CONSUM DISCRE | 464287580 |
| PG | PROCTER AND GAMBLE CO | 2,731 | $459 | 0.1% | $153.44 | +6.8% | COM | 742718109 |
| CSCO | CISCO SYS INC | 8,321 | $458 | 0.1% | $43.24 | +39.0% | COM | 17275R102 |
| SPMD | SPDR SER TR | 9,212 | $444 | 0.1% | $47.41 | — | PORTFOLIO S&P400 | 78464A847 |
| MGK | VANGUARD WORLD FD | 1,452 | $424 | 0.1% | $179.90 | — | MEGA GRWTH IND | 921910816 |
| DEO | DIAGEO PLC | 3,762 | $423 | 0.1% | $148.55 | — | SPON ADR NEW | 25243Q205 |
| CVGW | CALAVO GROWERS INC | 15,088 | $419 | 0.1% | $23.98 | -5.2% | COM | 128246105 |
| INTU | INTUIT | 713 | $416 | 0.1% | $626.20 | -4.6% | COM | 461202103 |
| UNH | UNITEDHEALTH GROUP INC | 966 | $413 | 0.1% | $480.76 | +3.9% | COM | 91324P102 |
| ABBV | ABBVIE INC | 2,353 | $409 | 0.1% | $167.88 | +12.8% | COM | 00287Y109 |
| TMUS | T-MOBILE US INC | 1,583 | $409 | 0.1% | $166.70 | +45.8% | COM | 872590104 |
| IVW | ISHARES TR | 4,527 | $400 | 0.1% | $77.12 | — | S&P 500 GRWT ETF | 464287309 |
| NOW | SERVICENOW INC | 502 | $385 | 0.1% | $165.08 | +16.8% | COM | 81762P102 |
| JEPI | J P MORGAN EXCHANGE TRADED F | 7,057 | $380 | 0.1% | $56.02 | — | EQUITY PREMIUM | 46641Q332 |
| VO | VANGUARD INDEX FDS | 1,521 | $375 | 0.1% | $250.14 | — | MID CAP ETF | 922908629 |
| AVIV | AMERICAN CENTY ETF TR | 6,545 | $375 | 0.1% | $50.49 | — | INTERNATIONAL LR | 025072364 |
| FBCG | FIDELITY COVINGTON TRUST | 9,929 | $371 | 0.1% | $37.35 | — | BLUE CHIP GRWTH | 316092352 |
| SMH | VANECK ETF TRUST | 1,901 | $365 | 0.1% | $222.83 | — | SEMICONDUCTR ETF | 92189F676 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1,720 | $361 | 0.1% | $199.81 | 0.0% | COM | 874054109 |
| HYMB | SPDR SER TR | 14,591 | $355 | 0.1% | $25.25 | — | NUVEEN BLOOMBERG | 78464A284 |
| VV | VANGUARD INDEX FDS | 1,409 | $342 | 0.1% | $201.21 | — | LARGE CAP ETF | 922908637 |
| DFAC | DIMENSIONAL ETF TRUST | 11,009 | $340 | 0.1% | $30.92 | — | US CORE EQUITY 2 | 25434V708 |
| LQD | ISHARES TR | 3,177 | $336 | 0.1% | $108.06 | — | IBOXX INV CP ETF | 464287242 |
| VGT | VANGUARD WORLD FD | 665 | $335 | 0.1% | $410.55 | — | INF TECH ETF | 92204A702 |
| DHR | DANAHER CORPORATION | 1,737 | $334 | 0.1% | $216.97 | 0.0% | COM | 235851102 |
| ORLY | OREILLY AUTOMOTIVE INC | 239 | $333 | 0.1% | $73.63 | +18.2% | COM | 67103H107 |
| DFAX | DIMENSIONAL ETF TRUST | 12,030 | $316 | 0.1% | $26.27 | — | WORLD EX US CORE | 25434V880 |
| DFEM | DIMENSIONAL ETF TRUST | 12,122 | $315 | 0.1% | $25.99 | — | EMERGING MKTS CO | 25434V732 |
| FNDF | SCHWAB STRATEGIC TR | 8,466 | $308 | 0.1% | $35.69 | — | FUNDAMENTAL INTL | 808524755 |
| IBM | INTERNATIONAL BUSINESS MACHS | 1,270 | $306 | 0.1% | $199.49 | +20.0% | COM | 459200101 |
| CRM | SALESFORCE INC | 1,243 | $303 | 0.1% | $271.94 | +13.6% | COM | 79466L302 |
| QQQ | INVESCO QQQ TR | 673 | $299 | 0.1% | $480.17 | — | UNIT SER 1 | 46090E103 |
| ROG | ROGERS CORP | 5,362 | $296 | 0.1% | $111.27 | -22.7% | COM | 775133101 |
| PB | PROSPERITY BANCSHARES INC | 4,400 | $296 | 0.1% | $63.50 | +15.4% | COM | 743606105 |
| FSLR | FIRST SOLAR INC | 2,181 | $295 | 0.1% | $156.16 | 0.0% | COM | 336433107 |
| KO | COCA COLA CO | 3,994 | $295 | 0.1% | $64.97 | 0.0% | COM | 191216100 |
| DFAI | DIMENSIONAL ETF TRUST | 9,345 | $295 | 0.1% | $29.43 | — | INTL CORE EQT MK | 25434V203 |
| SPGI | S&P GLOBAL INC | 622 | $290 | 0.1% | $507.58 | 0.0% | COM | 78409V104 |
| TRV | TRAVELERS COMPANIES INC | 1,104 | $289 | 0.1% | $216.22 | +13.5% | COM | 89417E109 |
| VHT | VANGUARD WORLD FD | 1,148 | $282 | 0.1% | $249.38 | — | HEALTH CAR ETF | 92204A504 |
| ETN | EATON CORP PLC | 1,054 | $281 | 0.1% | $303.00 | +1.8% | SHS | G29183103 |
| LIN | LINDE PLC | 615 | $280 | 0.1% | $447.87 | -0.7% | SHS | G54950103 |
| MDLZ | MONDELEZ INTL INC | 4,030 | $275 | 0.1% | $59.75 | 0.0% | CL A | 609207105 |
| CAT | CATERPILLAR INC | 928 | $270 | 0.1% | $342.90 | +2.6% | COM | 149123101 |
| DFLV | DIMENSIONAL ETF TRUST | 9,389 | $266 | 0.1% | $28.37 | — | US LARGE CAP VAL | 25434V666 |
| TJX | TJX COS INC NEW | 2,117 | $266 | 0.1% | $113.86 | +5.5% | COM | 872540109 |
| VZ | VERIZON COMMUNICATIONS INC | 6,138 | $265 | 0.1% | $32.49 | +21.8% | COM | 92343V104 |
| ULST | SSGA ACTIVE ETF TR | 6,500 | $264 | 0.1% | $40.58 | — | ULT SHT TRM BD | 78467V707 |
| NOC | NORTHROP GRUMMAN CORP | 558 | $259 | 0.1% | $470.02 | 0.0% | COM | 666807102 |
| CVX | CHEVRON CORP NEW | 1,866 | $256 | 0.1% | $139.63 | +7.8% | COM | 166764100 |
| PEP | PEPSICO INC | 1,784 | $256 | 0.1% | $161.12 | -10.9% | COM | 713448108 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 7,020 | $253 | 0.1% | $33.60 | — | NO AMER ENERGY | 33738D101 |
| IWM | ISHARES TR | 1,338 | $251 | 0.1% | $212.27 | — | RUSSELL 2000 ETF | 464287655 |
| VIG | VANGUARD SPECIALIZED FUNDS | 1,357 | $250 | 0.1% | $184.38 | — | DIV APP ETF | 921908844 |
| FESM | FIDELITY COVINGTON TRUST | 8,938 | $246 | 0.1% | $27.53 | — | ENHANCED SMALL | 31609A206 |
| TDG | TRANSDIGM GROUP INC | 185 | $242 | 0.1% | $1159.23 | +7.6% | COM | 893641100 |
| ISRG | INTUITIVE SURGICAL INC | 505 | $242 | 0.1% | $468.67 | +18.0% | COM NEW | 46120E602 |
| DFIC | DIMENSIONAL ETF TRUST | 8,116 | $229 | 0.1% | $25.85 | — | INTL CORE EQUITY | 25434V799 |
| AMAT | APPLIED MATLS INC | 1,634 | $226 | 0.1% | $166.66 | 0.0% | COM | 038222105 |
| TMO | THERMO FISHER SCIENTIFIC INC | 516 | $224 | 0.1% | $490.30 | +10.1% | COM | 883556102 |
| GPIQ | GOLDMAN SACHS ETF TR | 5,280 | $222 | 0.1% | $42.02 | — | NASDAQ 100 CORE | 38149W630 |
| SCHF | SCHWAB STRATEGIC TR | 11,080 | $222 | 0.1% | $18.50 | — | INTL EQTY ETF | 808524805 |
| MS | MORGAN STANLEY | 1,949 | $215 | 0.1% | $92.79 | +35.7% | COM NEW | 617446448 |
| AVGE | AMERICAN CENTY ETF TR | 3,146 | $215 | 0.1% | $68.26 | — | AVANTIS ALL EQT | 025072232 |
| NEE | NEXTERA ENERGY INC | 3,186 | $212 | 0.1% | $70.24 | -2.3% | COM | 65339F101 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 5,424 | $212 | 0.1% | $50.70 | +0.2% | CL A | 499049104 |
| XYZ | BLOCK INC | 3,863 | $210 | 0.1% | $74.64 | 0.0% | CL A | 852234103 |
| MO | ALTRIA GROUP INC | 3,530 | $208 | 0.1% | $51.03 | 0.0% | COM | 02209S103 |
| IVE | ISHARES TR | 1,165 | $207 | 0.1% | $177.98 | — | S&P 500 VAL ETF | 464287408 |
| DE | DEERE & CO | 450 | $205 | 0.1% | $413.99 | +11.5% | COM | 244199105 |
| NU | NU HLDGS LTD | 18,130 | $203 | 0.1% | $11.82 | 0.0% | ORD SHS CL A | G6683N103 |
| FNDC | SCHWAB STRATEGIC TR | 5,433 | $202 | 0.1% | $37.20 | — | FUNDAMENTAL INTL | 808524748 |
| AXP | AMERICAN EXPRESS CO | 798 | $201 | 0.1% | $284.59 | +2.8% | COM | 025816109 |
| AVO | MISSION PRODUCE INC | 14,905 | $156 | 0.0% | $11.65 | 0.0% | COM | 60510V108 |
| F | FORD MTR CO | 13,310 | $128 | 0.0% | $9.45 | -2.2% | COM | 345370860 |
| NGL | NGL ENERGY PARTNERS LP | 20,000 | $59 | 0.0% | $2.43 | — | COM UNIT REPST | 62913M107 |
| SLQT | SELECTQUOTE INC | 19,000 | $59 | 0.0% | $0.87 | +386.7% | COM | 816307300 |