Quantum Financial Advisors, LLC Diversified Active

CIK: 0001929139 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 11, 2025

Total Value ($000): $738,851 (100.0% shares, 0.0% debt)

Holdings (181)

AVUS AMERICAN CENTY ETF TR 15.1%
Value ($000) $111,801 Shares 1,108,916 Est. Cost $79.35 Unrealized
DFSU DIMENSIONAL ETF TRUST 12.7%
Value ($000) $94,177 Shares 2,399,411 Est. Cost $29.30 Unrealized
DFSI DIMENSIONAL ETF TRUST 4.7%
Value ($000) $34,454 Shares 874,253 Est. Cost $30.36 Unrealized
AVDE AMERICAN CENTY ETF TR 4.3%
Value ($000) $31,761 Shares 429,142 Est. Cost $56.61 Unrealized
DFAU DIMENSIONAL ETF TRUST 3.4%
Value ($000) $25,311 Shares 597,517 Est. Cost $36.48 Unrealized
DFSB DIMENSIONAL ETF TRUST 3.2%
Value ($000) $23,780 Shares 453,561 Est. Cost $51.43 Unrealized
AVEM AMERICAN CENTY ETF TR 3.0%
Value ($000) $21,980 Shares 320,694 Est. Cost $55.01 Unrealized
DFSE DIMENSIONAL ETF TRUST 3.0%
Value ($000) $21,844 Shares 573,927 Est. Cost $30.10 Unrealized
DFGR DIMENSIONAL ETF TRUST 2.5%
Value ($000) $18,334 Shares 683,332 Est. Cost $25.94 Unrealized
DISV DIMENSIONAL ETF TRUST 2.4%
Value ($000) $17,635 Shares 535,870 Est. Cost $26.38 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $16,628 Shares 358,835 Est. Cost $46.67 Unrealized
AVDV AMERICAN CENTY ETF TR 2.2%
Value ($000) $16,197 Shares 204,299 Est. Cost $60.23 Unrealized
DFAI DIMENSIONAL ETF TRUST 2.2%
Value ($000) $16,028 Shares 463,633 Est. Cost $27.92 Unrealized
AVRE AMERICAN CENTY ETF TR 2.2%
Value ($000) $16,021 Shares 362,799 Est. Cost $47.29 Unrealized
DCOR DIMENSIONAL ETF TRUST 2.2%
Value ($000) $15,978 Shares 239,017 Est. Cost $61.33 Unrealized
DFAT DIMENSIONAL ETF TRUST 2.0%
Value ($000) $14,588 Shares 270,345 Est. Cost $44.95 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $14,133 Shares 68,883 Est. Cost $158.20 Unrealized +27.3%
AVUV AMERICAN CENTY ETF TR 1.6%
Value ($000) $12,177 Shares 133,663 Est. Cost $81.49 Unrealized
DFGP DIMENSIONAL ETF TRUST 1.5%
Value ($000) $10,963 Shares 201,187 Est. Cost $53.64 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.0%
Value ($000) $7,411 Shares 255,997 Est. Cost $23.54 Unrealized
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $7,406 Shares 24,367 Est. Cost $262.90 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $7,313 Shares 14,703 Est. Cost $288.71 Unrealized +49.8%
DFUS DIMENSIONAL ETF TRUST 1.0%
Value ($000) $7,032 Shares 104,920 Est. Cost $45.51 Unrealized
IBIC ISHARES TR 0.9%
Value ($000) $6,805 Shares 262,146 Est. Cost $25.66 Unrealized
IBID ISHARES TR 0.8%
Value ($000) $6,123 Shares 233,613 Est. Cost $25.71 Unrealized
IBIE ISHARES TR 0.8%
Value ($000) $6,010 Shares 228,678 Est. Cost $25.73 Unrealized
GLDM WORLD GOLD TR 0.8%
Value ($000) $5,946 Shares 90,744 Est. Cost $65.52 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $5,660 Shares 35,826 Est. Cost $108.47 Unrealized +16.0%
IBIF ISHARES TR 0.7%
Value ($000) $4,917 Shares 186,178 Est. Cost $25.80 Unrealized
IBIG ISHARES TR 0.6%
Value ($000) $4,575 Shares 172,915 Est. Cost $25.78 Unrealized
AVIG AMERICAN CENTY ETF TR 0.6%
Value ($000) $4,399 Shares 105,697 Est. Cost $43.70 Unrealized
IBDR ISHARES TR 0.6%
Value ($000) $4,233 Shares 174,569 Est. Cost $23.99 Unrealized
IBIH ISHARES TR 0.5%
Value ($000) $4,012 Shares 152,043 Est. Cost $25.78 Unrealized
IBMO ISHARES TR 0.5%
Value ($000) $4,009 Shares 156,480 Est. Cost $25.39 Unrealized
IBDS ISHARES TR 0.5%
Value ($000) $3,828 Shares 157,723 Est. Cost $23.95 Unrealized
IBDT ISHARES TR 0.5%
Value ($000) $3,693 Shares 145,276 Est. Cost $25.06 Unrealized
IBMP ISHARES TR 0.5%
Value ($000) $3,610 Shares 142,423 Est. Cost $25.19 Unrealized
DUSB DIMENSIONAL ETF TRUST 0.5%
Value ($000) $3,501 Shares 68,986 Est. Cost $50.75 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $3,431 Shares 15,639 Est. Cost $148.07 Unrealized +33.6%
IBII ISHARES TR 0.5%
Value ($000) $3,371 Shares 129,203 Est. Cost $25.65 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $3,351 Shares 113,868 Est. Cost $30.13 Unrealized
IBIJ ISHARES TR 0.4%
Value ($000) $3,317 Shares 126,878 Est. Cost $25.77 Unrealized
IBDU ISHARES TR 0.4%
Value ($000) $2,824 Shares 121,063 Est. Cost $23.15 Unrealized
IBIK ISHARES TR 0.4%
Value ($000) $2,794 Shares 108,216 Est. Cost $25.77 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $2,545 Shares 3,447 Est. Cost $270.48 Unrealized +128.0%
DFUV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $2,439 Shares 57,684 Est. Cost $33.80 Unrealized
IBDV ISHARES TR 0.3%
Value ($000) $2,438 Shares 110,913 Est. Cost $21.54 Unrealized
IBMQ ISHARES TR 0.3%
Value ($000) $2,216 Shares 87,204 Est. Cost $25.29 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $2,080 Shares 11,805 Est. Cost $137.08 Unrealized +19.1%
IBDW ISHARES TR 0.3%
Value ($000) $2,036 Shares 96,774 Est. Cost $20.58 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $2,025 Shares 7,347 Est. Cost $149.12 Unrealized +44.8%
GOOG ALPHABET INC 0.3%
Value ($000) $2,005 Shares 11,305 Est. Cost $134.89 Unrealized +22.2%
IBMR ISHARES TR 0.3%
Value ($000) $1,959 Shares 77,636 Est. Cost $25.05 Unrealized
IBMS ISHARES TR 0.3%
Value ($000) $1,905 Shares 74,232 Est. Cost $25.40 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $1,819 Shares 2,743 Est. Cost $663.28 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,813 Shares 6,253 Est. Cost $137.58 Unrealized +83.7%
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,801 Shares 42,618 Est. Cost $41.61 Unrealized
IBDX ISHARES TR 0.2%
Value ($000) $1,685 Shares 66,646 Est. Cost $24.90 Unrealized
IBDY ISHARES TR 0.2%
Value ($000) $1,648 Shares 63,626 Est. Cost $25.58 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,530 Shares 2,773 Est. Cost $543.56 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,495 Shares 2,420 Est. Cost $579.40 Unrealized
IBDZ ISHARES TR 0.2%
Value ($000) $1,395 Shares 53,402 Est. Cost $25.79 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,319 Shares 20,700 Est. Cost $54.01 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,272 Shares 35,483 Est. Cost $28.02 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,160 Shares 1,489 Est. Cost $430.33 Unrealized +79.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,107 Shares 2,278 Est. Cost $365.07 Unrealized +39.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,102 Shares 10,220 Est. Cost $98.02 Unrealized +6.6%
V VISA INC 0.1%
Value ($000) $1,074 Shares 3,024 Est. Cost $216.48 Unrealized +60.3%
WMT WALMART INC 0.1%
Value ($000) $957 Shares 9,788 Est. Cost $55.07 Unrealized +72.1%
AVXC AMERICAN CENTY ETF TR 0.1%
Value ($000) $934 Shares 16,503 Est. Cost $52.23 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $889 Shares 4,066 Est. Cost $81.12 Unrealized +98.2%
AMGN AMGEN INC 0.1%
Value ($000) $873 Shares 3,128 Est. Cost $231.00 Unrealized +20.2%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $871 Shares 1,550 Est. Cost $340.59 Unrealized +61.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $819 Shares 5,363 Est. Cost $153.08 Unrealized -1.5%
T AT&T INC 0.1%
Value ($000) $810 Shares 27,985 Est. Cost $13.88 Unrealized +94.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $795 Shares 803 Est. Cost $663.71 Unrealized +49.3%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $766 Shares 3,930 Est. Cost $168.66 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $761 Shares 15,384 Est. Cost $42.17 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $752 Shares 2,358 Est. Cost $212.14 Unrealized +31.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $752 Shares 2,551 Est. Cost $160.35 Unrealized +58.3%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $652 Shares 4,095 Est. Cost $141.32 Unrealized +13.8%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $652 Shares 11,437 Est. Cost $52.81 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $646 Shares 3,481 Est. Cost $142.03 Unrealized +28.6%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $630 Shares 1,180 Est. Cost $382.38 Unrealized +28.2%
HD HOME DEPOT INC 0.1%
Value ($000) $611 Shares 1,667 Est. Cost $284.54 Unrealized +25.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $602 Shares 1,550 Est. Cost $199.09 Unrealized +66.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $519 Shares 12,001 Est. Cost $32.03 Unrealized +30.6%
NFLX NETFLIX INC 0.1%
Value ($000) $513 Shares 383 Est. Cost $60.53 Unrealized +86.8%
TRGP TARGA RES CORP 0.1%
Value ($000) $488 Shares 2,804 Est. Cost $66.31 Unrealized +149.7%
IVV ISHARES TR 0.1%
Value ($000) $484 Shares 779 Est. Cost $428.58 Unrealized
VST VISTRA CORP 0.1%
Value ($000) $483 Shares 2,494 Est. Cost $82.71 Unrealized +78.3%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $482 Shares 2,267 Est. Cost $185.05 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $480 Shares 6,918 Est. Cost $45.62 Unrealized +32.4%
UCO PROSHARES TR II 0.1%
Value ($000) $480 Shares 21,400 Est. Cost $22.41 Unrealized
EME EMCOR GROUP INC 0.1%
Value ($000) $475 Shares 887 Est. Cost $208.00 Unrealized +112.0%
MS MORGAN STANLEY 0.1%
Value ($000) $471 Shares 3,342 Est. Cost $73.70 Unrealized +64.1%
ABT ABBOTT LABS 0.1%
Value ($000) $451 Shares 3,319 Est. Cost $106.61 Unrealized +22.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $449 Shares 1,438 Est. Cost $470.95 Unrealized -20.4%
PEP PEPSICO INC 0.1%
Value ($000) $446 Shares 3,375 Est. Cost $148.20 Unrealized -11.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $432 Shares 1,445 Est. Cost $305.24 Unrealized -0.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $420 Shares 2,936 Est. Cost $144.43 Unrealized -5.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $400 Shares 4,994 Est. Cost $50.13 Unrealized +41.9%
BAC BANK AMERICA CORP 0.1%
Value ($000) $397 Shares 8,384 Est. Cost $33.17 Unrealized +25.0%
LIN LINDE PLC 0.1%
Value ($000) $396 Shares 845 Est. Cost $322.30 Unrealized +40.3%
TSLA TESLA INC 0.1%
Value ($000) $395 Shares 1,244 Est. Cost $277.32 Unrealized +8.6%
KLAC KLA CORP 0.1%
Value ($000) $388 Shares 433 Est. Cost $407.84 Unrealized +83.5%
TMUS T-MOBILE US INC 0.1%
Value ($000) $387 Shares 1,625 Est. Cost $126.23 Unrealized +91.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $382 Shares 66 Est. Cost $2979.20 Unrealized +71.0%
GE GE AEROSPACE 0.1%
Value ($000) $382 Shares 1,484 Est. Cost $195.73 Unrealized +11.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $379 Shares 4,218 Est. Cost $98.63 Unrealized -10.8%
PWR QUANTA SVCS INC 0.1%
Value ($000) $376 Shares 995 Est. Cost $174.04 Unrealized +84.3%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $374 Shares 1,505 Est. Cost $248.34 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $372 Shares 526 Est. Cost $372.27 Unrealized +53.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $371 Shares 3,349 Est. Cost $79.91 Unrealized +30.6%
JBL JABIL INC 0.1%
Value ($000) $371 Shares 1,700 Est. Cost $108.32 Unrealized +49.5%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $368 Shares 3,357 Est. Cost $104.89 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $368 Shares 526 Est. Cost $391.41 Unrealized +60.5%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $358 Shares 1,143 Est. Cost $219.33 Unrealized +7.7%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $353 Shares 3,771 Est. Cost $59.18 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $338 Shares 1,815 Est. Cost $126.73 Unrealized +21.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $336 Shares 3,687 Est. Cost $50.45 Unrealized +64.8%
APP APPLOVIN CORP 0.0%
Value ($000) $333 Shares 951 Est. Cost $252.97 Unrealized +28.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $329 Shares 2,065 Est. Cost $135.04 Unrealized +7.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $327 Shares 434 Est. Cost $462.72 Unrealized +43.8%
DE DEERE & CO 0.0%
Value ($000) $325 Shares 639 Est. Cost $349.66 Unrealized +38.6%
KO COCA COLA CO 0.0%
Value ($000) $325 Shares 4,589 Est. Cost $58.01 Unrealized +20.3%
RTX RTX CORPORATION 0.0%
Value ($000) $316 Shares 2,163 Est. Cost $95.48 Unrealized +38.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $314 Shares 2,210 Est. Cost $81.38 Unrealized +33.8%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $309 Shares 1,688 Est. Cost $117.39 Unrealized +34.1%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $307 Shares 1,095 Est. Cost $280.07 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $306 Shares 3,861 Est. Cost $92.17 Unrealized -16.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $303 Shares 2,461 Est. Cost $73.62 Unrealized +26.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $293 Shares 8,203 Est. Cost $38.58 Unrealized -12.1%
UNP UNION PAC CORP 0.0%
Value ($000) $290 Shares 1,260 Est. Cost $210.57 Unrealized +3.8%
KR KROGER CO 0.0%
Value ($000) $282 Shares 3,937 Est. Cost $52.14 Unrealized +30.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $281 Shares 2,268 Est. Cost $100.23 Unrealized +2.6%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $279 Shares 2,863 Est. Cost $78.11 Unrealized +1.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $279 Shares 637 Est. Cost $214.57 Unrealized +83.2%
INTU INTUIT 0.0%
Value ($000) $277 Shares 352 Est. Cost $499.62 Unrealized +35.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $276 Shares 597 Est. Cost $415.91 Unrealized +10.4%
PFF ISHARES TR 0.0%
Value ($000) $276 Shares 8,997 Est. Cost $30.72 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $274 Shares 1,322 Est. Cost $153.83 Unrealized +13.3%
FLEX FLEX LTD 0.0%
Value ($000) $274 Shares 5,496 Est. Cost $38.97 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $272 Shares 1,190 Est. Cost $191.03 Unrealized +20.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $268 Shares 1,001 Est. Cost $206.72 Unrealized +26.1%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $266 Shares 6,221 Est. Cost $32.52 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $265 Shares 859 Est. Cost $238.59 Unrealized +26.7%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $264 Shares 2,065 Est. Cost $91.75 Unrealized +37.7%
TJX TJX COS INC NEW 0.0%
Value ($000) $260 Shares 2,109 Est. Cost $94.82 Unrealized +32.8%
DTE DTE ENERGY CO 0.0%
Value ($000) $259 Shares 1,958 Est. Cost $97.07 Unrealized +35.3%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $252 Shares 129 Est. Cost $1492.87 Unrealized +21.2%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $250 Shares 466 Est. Cost $434.87 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $247 Shares 3,933 Est. Cost $52.01 Unrealized +10.9%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $245 Shares 1,502 Est. Cost $126.77 Unrealized +22.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $245 Shares 839 Est. Cost $263.33 Unrealized +15.3%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $245 Shares 1,005 Est. Cost $203.03 Unrealized +14.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $242 Shares 1,330 Est. Cost $138.56 Unrealized +20.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $239 Shares 4,865 Est. Cost $38.00 Unrealized +23.9%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $238 Shares 636 Est. Cost $295.72 Unrealized +18.5%
ETN EATON CORP PLC 0.0%
Value ($000) $238 Shares 668 Est. Cost $306.71 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $236 Shares 1,470 Est. Cost $130.97 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $235 Shares 1,188 Est. Cost $163.58 Unrealized +11.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $232 Shares 997 Est. Cost $172.33 Unrealized +15.9%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $231 Shares 2,343 Est. Cost $81.39 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $229 Shares 592 Est. Cost $332.23 Unrealized +16.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $227 Shares 540 Est. Cost $410.72 Unrealized +1.1%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $222 Shares 832 Est. Cost $245.62 Unrealized +4.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $218 Shares 917 Est. Cost $206.04 Unrealized 0.0%
IEUS ISHARES TR 0.0%
Value ($000) $218 Shares 3,248 Est. Cost $67.12 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $214 Shares 551 Est. Cost $469.47 Unrealized -15.5%
CTAS CINTAS CORP 0.0%
Value ($000) $212 Shares 953 Est. Cost $214.11 Unrealized 0.0%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $211 Shares 2,562 Est. Cost $82.17 Unrealized
MMM 3M CO 0.0%
Value ($000) $209 Shares 1,374 Est. Cost $141.25 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $209 Shares 6,407 Est. Cost $31.31 Unrealized -4.9%
CRM SALESFORCE INC 0.0%
Value ($000) $209 Shares 766 Est. Cost $223.60 Unrealized +19.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $208 Shares 843 Est. Cost $197.97 Unrealized +23.8%
TPR TAPESTRY INC 0.0%
Value ($000) $204 Shares 2,319 Est. Cost $74.95 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $202 Shares 1,950 Est. Cost $98.49 Unrealized +3.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $200 Shares 1,377 Est. Cost $121.91 Unrealized +21.0%
F FORD MTR CO 0.0%
Value ($000) $149 Shares 13,709 Est. Cost $9.87 Unrealized 0.0%
AMCOR PLC 0.0%
Value ($000) $134 Shares 14,625 Est. Cost $9.15 Unrealized 0.0%