PIN OAK INVESTMENT ADVISORS INC Diversified Active

CIK: 0001094584 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $90,645 (100.0% shares, 0.0% debt)

Holdings (401)

BRK/B Berkshire Hathaway B 5.7%
Value ($000) $5,209 Shares 19,084 Est. Cost $206.26 Unrealized +36.2%
KRP Kimbell Royalty Partners 5.2%
Value ($000) $4,722 Shares 334,221 Est. Cost $13.47 Unrealized
AAPL Apple Computer 4.7%
Value ($000) $4,266 Shares 30,147 Est. Cost $89.70 Unrealized +60.4%
NXST Nexstar Broadcasting Group Inc 4.3%
Value ($000) $3,891 Shares 25,605 Est. Cost $61.34 Unrealized +106.9%
EPD Enterprise Ptnrs 3.7%
Value ($000) $3,391 Shares 156,694 Est. Cost $23.30 Unrealized
ET Energy Transfer Operating, LP 3.1%
Value ($000) $2,774 Shares 289,605 Est. Cost $8.25 Unrealized
Liberty SiriusXM Group 2.8%
Value ($000) $2,517 Shares 53,017 Est. Cost $36.70 Unrealized
EOG EOG Resources Inc 2.8%
Value ($000) $2,497 Shares 31,108 Est. Cost $64.76 Unrealized -9.2%
GOOGL Alphabet, Inc. 2.6%
Value ($000) $2,393 Shares 895 Est. Cost $59.00 Unrealized +128.9%
Shell Midstream Partners LP 2.5%
Value ($000) $2,311 Shares 196,339 Est. Cost $9.46 Unrealized
Magellan Prtnrs LP 2.4%
Value ($000) $2,142 Shares 47,005 Est. Cost $40.54 Unrealized
OPTU Altice U S A Inc 2.3%
Value ($000) $2,070 Shares 99,922 Est. Cost $22.91 Unrealized +27.2%
Howard Hughes Corp 2.1%
Value ($000) $1,940 Shares 22,090 Est. Cost $97.78 Unrealized
Macquarie Infrastructure Company LLC 2.1%
Value ($000) $1,930 Shares 47,572 Est. Cost $47.92 Unrealized
CVX ChevronTexaco 2.1%
Value ($000) $1,913 Shares 18,852 Est. Cost $82.32 Unrealized +1.2%
XOM Exxon Mobil Corp 2.0%
Value ($000) $1,844 Shares 31,356 Est. Cost $55.90 Unrealized -13.3%
PFE Pfizer Inc 1.9%
Value ($000) $1,723 Shares 40,065 Est. Cost $23.80 Unrealized +49.9%
Royal Dutch Shell 1.7%
Value ($000) $1,507 Shares 33,809 Est. Cost $39.87 Unrealized
SPY S&P Depository Receipts 1.5%
Value ($000) $1,398 Shares 3,257 Est. Cost $303.64 Unrealized
IBKR Interactive Brokers Group Inc 1.4%
Value ($000) $1,275 Shares 20,455 Est. Cost $13.43 Unrealized +14.4%
MSFT Microsoft Inc 1.4%
Value ($000) $1,274 Shares 4,519 Est. Cost $87.24 Unrealized +221.8%
GOOG Alphabet, Inc. 1.3%
Value ($000) $1,202 Shares 451 Est. Cost $51.64 Unrealized +165.0%
JNJ Johnson & Johnson 1.3%
Value ($000) $1,183 Shares 7,328 Est. Cost $110.45 Unrealized +36.0%
PAGP Plains GP Hldgs 1.3%
Value ($000) $1,163 Shares 107,915 Est. Cost $5.61 Unrealized
Western Asset Managed High Inc 1.2%
Value ($000) $1,070 Shares 206,198 Est. Cost $5.04 Unrealized
WMT Walmart 1.1%
Value ($000) $978 Shares 7,016 Est. Cost $28.13 Unrealized +61.6%
BAC Bank of America 0.9%
Value ($000) $854 Shares 20,107 Est. Cost $24.01 Unrealized +50.3%
Whiting Petroleum Corp 0.9%
Value ($000) $850 Shares 14,548 Est. Cost $25.01 Unrealized
GLD Streetracks Gold Shs 0.9%
Value ($000) $839 Shares 5,106 Est. Cost $164.32 Unrealized
Doubleline Income Solutions 0.8%
Value ($000) $769 Shares 43,315 Est. Cost $17.93 Unrealized
GT Goodyear Tire & Rubber 0.8%
Value ($000) $735 Shares 41,535 Est. Cost $21.60 Unrealized -24.8%
Liberty SiriusXM Group 0.8%
Value ($000) $728 Shares 15,435 Est. Cost $32.01 Unrealized
First Trust High Inc Long/Shrt Common 0.7%
Value ($000) $619 Shares 38,973 Est. Cost $16.22 Unrealized
AMZN Amazon.com Inc 0.6%
Value ($000) $581 Shares 177 Est. Cost $119.99 Unrealized +43.8%
INTC Intel Corp 0.6%
Value ($000) $532 Shares 9,985 Est. Cost $36.68 Unrealized +35.8%
Royal Dutch Shell B 0.5%
Value ($000) $474 Shares 10,699 Est. Cost $66.97 Unrealized
LOW Lowes Cos Inc 0.5%
Value ($000) $464 Shares 2,289 Est. Cost $99.74 Unrealized +84.1%
JPM JP Morgan Chase 0.5%
Value ($000) $455 Shares 2,779 Est. Cost $84.40 Unrealized +66.2%
Cedar Fair LP 0.5%
Value ($000) $450 Shares 9,710 Est. Cost $43.37 Unrealized
BA Boeing 0.5%
Value ($000) $442 Shares 2,009 Est. Cost $248.73 Unrealized -10.3%
Cyrusone Llc 0.5%
Value ($000) $431 Shares 5,569 Est. Cost $59.49 Unrealized
CSCO Cisco Systems Inc 0.5%
Value ($000) $418 Shares 7,674 Est. Cost $29.70 Unrealized +65.8%
WFC Wells Fargo & Co 0.5%
Value ($000) $417 Shares 8,994 Est. Cost $36.54 Unrealized +13.8%
META Facebook Inc Class A 0.5%
Value ($000) $415 Shares 1,223 Est. Cost $171.09 Unrealized +109.1%
BRK/A Berkshire Hathaway A 0.5%
Value ($000) $411 Shares 1 Est. Cost $366657.40 Unrealized +15.3%
ABBV Abbvie Inc 0.4%
Value ($000) $401 Shares 3,720 Est. Cost $69.09 Unrealized +40.7%
EV Limited Duration Income 0.4%
Value ($000) $396 Shares 30,078 Est. Cost $13.09 Unrealized
Kirkland Lake Gold Ltd 0.4%
Value ($000) $363 Shares 8,722 Est. Cost $29.60 Unrealized
ABT Abbott Labs 0.4%
Value ($000) $356 Shares 3,016 Est. Cost $66.47 Unrealized +70.7%
GS Goldman Sachs 0.4%
Value ($000) $349 Shares 922 Est. Cost $182.90 Unrealized +91.3%
DIS Disney, Walt Hldg Co 0.4%
Value ($000) $349 Shares 2,064 Est. Cost $121.33 Unrealized +43.5%
NKE Nike Inc 0.3%
Value ($000) $311 Shares 2,141 Est. Cost $52.62 Unrealized +189.9%
PEP Pepsico 0.3%
Value ($000) $296 Shares 1,968 Est. Cost $93.43 Unrealized +44.5%
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $291 Shares 5,768 Est. Cost $45.18 Unrealized
NSC Norfolk Southern Corp 0.3%
Value ($000) $291 Shares 1,218 Est. Cost $117.33 Unrealized +99.0%
KO Coca Cola 0.3%
Value ($000) $281 Shares 5,353 Est. Cost $35.83 Unrealized +36.2%
IWF iShares Russell 1000 Growth ETF 0.3%
Value ($000) $275 Shares 1,004 Est. Cost $156.27 Unrealized
KHC Kraft Heinz Co 0.3%
Value ($000) $270 Shares 7,340 Est. Cost $33.28 Unrealized -8.3%
Blackrock Inc 0.3%
Value ($000) $264 Shares 315 Est. Cost $499.41 Unrealized
BP BP PLC ADR 0.3%
Value ($000) $254 Shares 9,282 Est. Cost $20.27 Unrealized
ADI Analog Devices 0.3%
Value ($000) $251 Shares 1,500 Est. Cost $76.11 Unrealized +104.0%
UNP Union Pacific 0.3%
Value ($000) $251 Shares 1,278 Est. Cost $104.90 Unrealized +86.1%
Kayne Anderson MLP Invt 0.3%
Value ($000) $244 Shares 30,515 Est. Cost $17.35 Unrealized
PG Procter & Gamble Co 0.3%
Value ($000) $243 Shares 1,736 Est. Cost $68.52 Unrealized +85.7%
RSP Invesco SP500 Eq Wgt 0.3%
Value ($000) $243 Shares 1,622 Est. Cost $145.82 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $240 Shares 730 Est. Cost $155.08 Unrealized +89.9%
COP ConocoPhillips 0.3%
Value ($000) $233 Shares 3,445 Est. Cost $39.95 Unrealized +23.4%
BIIB Biogen IDEC Inc 0.3%
Value ($000) $232 Shares 820 Est. Cost $318.15 Unrealized +3.0%
CCI Crown Castle Int'l 0.2%
Value ($000) $225 Shares 1,299 Est. Cost $85.86 Unrealized +81.6%
ADBE Adobe Systems 0.2%
Value ($000) $219 Shares 381 Est. Cost $186.63 Unrealized +237.2%
DE Deere & Co 0.2%
Value ($000) $218 Shares 652 Est. Cost $123.82 Unrealized +174.0%
OXY Occidental Petroleum 0.2%
Value ($000) $211 Shares 7,120 Est. Cost $42.04 Unrealized -40.1%
VIG Vanguard Div Apprciation 0.2%
Value ($000) $207 Shares 1,345 Est. Cost $102.04 Unrealized
HAS Hasbro Inc 0.2%
Value ($000) $195 Shares 2,190 Est. Cost $68.83 Unrealized +17.7%
IWR IShares Russell Midcap Index Fund 0.2%
Value ($000) $190 Shares 2,430 Est. Cost $72.42 Unrealized
Brookfield Asset Mgmt 0.2%
Value ($000) $190 Shares 3,549 Est. Cost $39.98 Unrealized
MRK Merck & Co Inc New 0.2%
Value ($000) $178 Shares 2,371 Est. Cost $44.48 Unrealized +48.7%
GE General Electric 0.2%
Value ($000) $173 Shares 1,683 Est. Cost $62.95 Unrealized 0.0%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $173 Shares 779 Est. Cost $188.18 Unrealized
MA MasterCard Inc 0.2%
Value ($000) $161 Shares 464 Est. Cost $211.97 Unrealized +67.4%
SBUX Starbucks Corp 0.2%
Value ($000) $159 Shares 1,438 Est. Cost $52.43 Unrealized +101.6%
IBM Intl Business Mach 0.2%
Value ($000) $159 Shares 1,148 Est. Cost $101.94 Unrealized +10.0%
GD General Dynamics Corp 0.2%
Value ($000) $158 Shares 804 Est. Cost $168.45 Unrealized +6.0%
IWD iShares Russell 1000 Value 0.2%
Value ($000) $155 Shares 991 Est. Cost $131.45 Unrealized
NFLX Netflix Inc 0.2%
Value ($000) $155 Shares 254 Est. Cost $48.22 Unrealized +14.1%
IAU iShares Gold Trust 0.2%
Value ($000) $155 Shares 4,636 Est. Cost $33.43 Unrealized
NG Novagold Res Inc New 0.2%
Value ($000) $152 Shares 22,110 Est. Cost $7.40 Unrealized 0.0%
TRV Travelers Companies Inc 0.2%
Value ($000) $152 Shares 997 Est. Cost $107.19 Unrealized +32.3%
PM Philip Morris Intl 0.2%
Value ($000) $149 Shares 1,571 Est. Cost $68.47 Unrealized +18.4%
CPT Camden Property Tr 0.2%
Value ($000) $149 Shares 1,013 Est. Cost $84.79 Unrealized +48.3%
PYPL Paypal Holdings Incorpor 0.2%
Value ($000) $147 Shares 565 Est. Cost $104.72 Unrealized +170.3%
SHW Sherwin Williams 0.2%
Value ($000) $146 Shares 521 Est. Cost $225.95 Unrealized +24.5%
MPC Marathon Pete Corp 0.2%
Value ($000) $143 Shares 2,307 Est. Cost $46.87 Unrealized +10.5%
AFG American Financial Group Inc 0.2%
Value ($000) $142 Shares 1,125 Est. Cost $53.47 Unrealized +64.8%
V Visa Inc 0.2%
Value ($000) $141 Shares 633 Est. Cost $110.96 Unrealized +104.6%
IVW Ishares S&P 500 Growth 0.2%
Value ($000) $137 Shares 1,860 Est. Cost $86.04 Unrealized
IWB iShares Russell 1000 0.1%
Value ($000) $127 Shares 526 Est. Cost $148.24 Unrealized
MCD McDonald's 0.1%
Value ($000) $123 Shares 512 Est. Cost $165.86 Unrealized +30.1%
CC Chemours Co 0.1%
Value ($000) $123 Shares 4,225 Est. Cost $12.96 Unrealized +113.7%
PAA Plains All-Amer Pipe 0.1%
Value ($000) $123 Shares 12,075 Est. Cost $20.62 Unrealized
CRM Salesforce.com Inc 0.1%
Value ($000) $121 Shares 445 Est. Cost $163.88 Unrealized +53.1%
XHB SPDR S&P Homebuilders 0.1%
Value ($000) $118 Shares 1,650 Est. Cost $44.24 Unrealized
VWO Vanguard FTSE Emerging Mkts ETF 0.1%
Value ($000) $118 Shares 2,353 Est. Cost $47.46 Unrealized
XLK Tech Sel Sector SPDR 0.1%
Value ($000) $117 Shares 786 Est. Cost $73.14 Unrealized
VLO Valero Energy 0.1%
Value ($000) $112 Shares 1,584 Est. Cost $66.36 Unrealized -13.3%
MO Altria Group Inc 0.1%
Value ($000) $111 Shares 2,447 Est. Cost $36.03 Unrealized -5.7%
VZ Verizon Comm 0.1%
Value ($000) $111 Shares 2,060 Est. Cost $36.15 Unrealized +17.1%
WPC W P Carey Inc 0.1%
Value ($000) $110 Shares 1,500 Est. Cost $66.88 Unrealized
MAC Macerich Co 0.1%
Value ($000) $110 Shares 6,570 Est. Cost $8.97 Unrealized
NOW ServiceNow Inc 0.1%
Value ($000) $108 Shares 174 Est. Cost $57.91 Unrealized +109.1%
IJR Ishares Core S&P Etf 0.1%
Value ($000) $108 Shares 989 Est. Cost $72.27 Unrealized
LEGR First Trust Indx Inovat 0.1%
Value ($000) $107 Shares 2,548 Est. Cost $41.99 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $107 Shares 6,386 Est. Cost $11.67 Unrealized +13.6%
SCHX Schwab US LCAP ETF 0.1%
Value ($000) $106 Shares 1,020 Est. Cost $67.62 Unrealized
IVV iShares Core S&P 500 0.1%
Value ($000) $105 Shares 244 Est. Cost $430.33 Unrealized
DNP Select Income 0.1%
Value ($000) $104 Shares 9,750 Est. Cost $10.77 Unrealized
BX Blackstone Group Inc 0.1%
Value ($000) $103 Shares 889 Est. Cost $44.69 Unrealized +124.5%
T AT&T Corp 0.1%
Value ($000) $101 Shares 3,746 Est. Cost $15.38 Unrealized +4.5%
IWP Ishares Russell Mid Cap 0.1%
Value ($000) $100 Shares 891 Est. Cost $107.53 Unrealized
ARKQ ARK Autonomous Technology&Robotics ETF 0.1%
Value ($000) $99 Shares 1,268 Est. Cost $76.48 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $98 Shares 1,120 Est. Cost $43.71 Unrealized +90.6%
UNH United Healthcare 0.1%
Value ($000) $98 Shares 252 Est. Cost $275.53 Unrealized +39.7%
ACN Accenture Ltd 0.1%
Value ($000) $96 Shares 300 Est. Cost $133.29 Unrealized +129.2%
BlackRock Credit Allocation Inc 0.1%
Value ($000) $92 Shares 6,044 Est. Cost $13.39 Unrealized
XLU Sector Spdr Util Sel 0.1%
Value ($000) $91 Shares 1,425 Est. Cost $51.88 Unrealized
VUG Vanguard Growth 0.1%
Value ($000) $90 Shares 309 Est. Cost $140.88 Unrealized
ADSK Autodesk Inc 0.1%
Value ($000) $90 Shares 316 Est. Cost $201.80 Unrealized +51.7%
ALGN Align Technology Inc 0.1%
Value ($000) $89 Shares 134 Est. Cost $230.72 Unrealized +194.3%
HPQ Hewlett-Packard 0.1%
Value ($000) $87 Shares 3,162 Est. Cost $16.22 Unrealized +51.7%
EXC Exelon Corporation 0.1%
Value ($000) $82 Shares 1,692 Est. Cost $21.66 Unrealized +35.2%
SHOP Shopify Inc 0.1%
Value ($000) $81 Shares 60 Est. Cost $99.42 Unrealized +50.7%
ARKF ARK Fintech Innovation ETF 0.1%
Value ($000) $80 Shares 1,620 Est. Cost $48.99 Unrealized
F Ford Motor Co New 0.1%
Value ($000) $79 Shares 5,570 Est. Cost $7.85 Unrealized +31.4%
ARKK ARK Innovation ETF 0.1%
Value ($000) $79 Shares 715 Est. Cost $111.75 Unrealized
Twitter Inc 0.1%
Value ($000) $78 Shares 1,299 Est. Cost $39.72 Unrealized
IT Gartner Inc 0.1%
Value ($000) $76 Shares 250 Est. Cost $123.19 Unrealized +135.3%
SRE Sempra Energy 0.1%
Value ($000) $76 Shares 602 Est. Cost $45.20 Unrealized +26.7%
ZTS Zoetis Inc 0.1%
Value ($000) $75 Shares 388 Est. Cost $71.94 Unrealized +169.3%
ISRG Interpublic Group 0.1%
Value ($000) $72 Shares 72 Est. Cost $251.58 Unrealized +33.5%
SLV Ishares Silver Trust 0.1%
Value ($000) $72 Shares 3,501 Est. Cost $20.57 Unrealized
PNC PNC Financial Services 0.1%
Value ($000) $71 Shares 364 Est. Cost $104.32 Unrealized +54.1%
LMT Lockheed Martin Corp 0.1%
Value ($000) $71 Shares 206 Est. Cost $273.39 Unrealized +17.3%
FLR Fluor Corp 0.1%
Value ($000) $70 Shares 4,385 Est. Cost $45.94 Unrealized -64.3%
AMGN Amgen Inc 0.1%
Value ($000) $69 Shares 323 Est. Cost $145.22 Unrealized +37.9%
MDT Medtronic Inc 0.1%
Value ($000) $68 Shares 543 Est. Cost $79.40 Unrealized +42.9%
Pioneer Natural Res 0.1%
Value ($000) $66 Shares 399 Est. Cost $167.75 Unrealized
MYGN Myriad Genetics Inc 0.1%
Value ($000) $65 Shares 2,000 Est. Cost $33.74 Unrealized -1.6%
ABNB Airbnb Inc 0.1%
Value ($000) $64 Shares 379 Est. Cost $152.75 Unrealized 0.0%
ILMN Illumina Inc 0.1%
Value ($000) $64 Shares 158 Est. Cost $325.56 Unrealized +41.3%
ARKG ARK Genomic Revolution ETF 0.1%
Value ($000) $62 Shares 825 Est. Cost $75.15 Unrealized
BHP BHP Billiton Ltd 0.1%
Value ($000) $59 Shares 1,109 Est. Cost $56.38 Unrealized
EFA iShares MSCE IAFE 0.1%
Value ($000) $58 Shares 745 Est. Cost $70.05 Unrealized
TYL Tyler Technologies 0.1%
Value ($000) $57 Shares 125 Est. Cost $177.53 Unrealized +169.0%
DHR Danaher Corp 0.1%
Value ($000) $56 Shares 183 Est. Cost $87.89 Unrealized +203.5%
ARKW ARK Next Generation Internet ETF 0.1%
Value ($000) $55 Shares 395 Est. Cost $139.24 Unrealized
TGT Target Corp 0.1%
Value ($000) $53 Shares 232 Est. Cost $219.90 Unrealized 0.0%
VMWare Inc 0.1%
Value ($000) $52 Shares 350 Est. Cost $160.00 Unrealized
O Shares Global Internet Giants ETF 0.1%
Value ($000) $52 Shares 980 Est. Cost $53.06 Unrealized
DEO Diageo PLC ADR 0.1%
Value ($000) $52 Shares 267 Est. Cost $194.76 Unrealized
American National Insurance Company 0.1%
Value ($000) $52 Shares 275 Est. Cost $69.09 Unrealized
STZ Constellation Brand 0.1%
Value ($000) $51 Shares 240 Est. Cost $158.34 Unrealized +28.0%
SO Southern Company 0.1%
Value ($000) $50 Shares 2,000 Est. Cost $43.37 Unrealized +26.1%
FXE Invesco CurrencyShares Euro Currency 0.1%
Value ($000) $49 Shares 453 Est. Cost $110.76 Unrealized
WM Waste Management 0.1%
Value ($000) $48 Shares 324 Est. Cost $104.16 Unrealized +34.1%
EEM iShares MSCI Emerging Mkts 0.1%
Value ($000) $48 Shares 960 Est. Cost $47.49 Unrealized
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $48 Shares 470 Est. Cost $47.35 Unrealized +115.9%
Tortoise Energy 0.1%
Value ($000) $46 Shares 1,707 Est. Cost $16.06 Unrealized
IEFA Ishares Core Msci Eafe 0.1%
Value ($000) $46 Shares 615 Est. Cost $66.07 Unrealized
BOTZ Global X Robotics & Artfcl Intllgnc ETF 0.1%
Value ($000) $46 Shares 1,270 Est. Cost $36.22 Unrealized
CAT Caterpillar Co 0.0%
Value ($000) $45 Shares 232 Est. Cost $138.23 Unrealized +39.0%
COST Costco Wholesale 0.0%
Value ($000) $45 Shares 100 Est. Cost $197.32 Unrealized +111.9%
IVE Ishares S&P 500 Value 0.0%
Value ($000) $44 Shares 305 Est. Cost $114.89 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $42 Shares 516 Est. Cost $57.00 Unrealized +33.3%
COF Capital One Fin 0.0%
Value ($000) $42 Shares 261 Est. Cost $76.85 Unrealized +96.2%
SONY Sony Group Corp 0.0%
Value ($000) $41 Shares 372 Est. Cost $48.39 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $41 Shares 660 Est. Cost $54.87 Unrealized 0.0%
AEP Amer Electric Pwr Co 0.0%
Value ($000) $41 Shares 508 Est. Cost $65.97 Unrealized +12.7%
ADP Auto Data Processing 0.0%
Value ($000) $39 Shares 194 Est. Cost $108.86 Unrealized +72.4%
QQQ Powershs QQQ Trust 0.0%
Value ($000) $39 Shares 109 Est. Cost $260.18 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $39 Shares 500 Est. Cost $48.14 Unrealized +40.8%
Ansys Inc 0.0%
Value ($000) $39 Shares 114 Est. Cost $141.73 Unrealized
BDX Becton Dickinson 0.0%
Value ($000) $39 Shares 160 Est. Cost $210.02 Unrealized +8.6%
MSCI MSCI Inc 0.0%
Value ($000) $38 Shares 62 Est. Cost $218.22 Unrealized +167.2%
CB The Chubb Corporation 0.0%
Value ($000) $38 Shares 219 Est. Cost $121.51 Unrealized +35.8%
LEN Lennar Corp 0.0%
Value ($000) $37 Shares 391 Est. Cost $44.66 Unrealized +107.8%
PHG Koninklijke Philips 0.0%
Value ($000) $37 Shares 843 Est. Cost $38.02 Unrealized
DVN Devon Energy 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $22.06 Unrealized +2.1%
TAN Invesco Solar 0.0%
Value ($000) $36 Shares 448 Est. Cost $102.68 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $36 Shares 314 Est. Cost $68.20 Unrealized +55.7%
PRNT The 3D Printing ETF 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $39.00 Unrealized
DVY iShares Trust DJ Sel 0.0%
Value ($000) $36 Shares 311 Est. Cost $99.68 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $34 Shares 222 Est. Cost $31.14 Unrealized +119.2%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $34 Shares 166 Est. Cost $158.10 Unrealized +28.3%
NSP Insperity Inc 0.0%
Value ($000) $34 Shares 310 Est. Cost $72.52 Unrealized +23.9%
PSX Phillips 66 0.0%
Value ($000) $33 Shares 469 Est. Cost $64.21 Unrealized -4.6%
ETR Entergy Corp 0.0%
Value ($000) $33 Shares 334 Est. Cost $40.64 Unrealized +12.1%
JEF Jefferies Group Inc 0.0%
Value ($000) $33 Shares 900 Est. Cost $15.84 Unrealized +83.8%
ICLN iShares Global Clean 0.0%
Value ($000) $33 Shares 1,535 Est. Cost $21.88 Unrealized
NVS Novartis AG 0.0%
Value ($000) $33 Shares 402 Est. Cost $90.80 Unrealized
JCI Johnson Controls Inc 0.0%
Value ($000) $33 Shares 479 Est. Cost $28.27 Unrealized +134.2%
TSM Taiwan Semiconductr 0.0%
Value ($000) $33 Shares 298 Est. Cost $39.88 Unrealized
CHD Church & Dwight 0.0%
Value ($000) $33 Shares 400 Est. Cost $73.65 Unrealized +9.3%
CHKP Check Point Software 0.0%
Value ($000) $33 Shares 294 Est. Cost $109.73 Unrealized +11.0%
CTVA Corteva Inc com 0.0%
Value ($000) $33 Shares 782 Est. Cost $24.62 Unrealized +67.5%
IPO Renaissance IPO 0.0%
Value ($000) $32 Shares 490 Est. Cost $65.31 Unrealized
VK Muni Tst 0.0%
Value ($000) $32 Shares 2,379 Est. Cost $11.77 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $32 Shares 259 Est. Cost $73.46 Unrealized +66.3%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $31 Shares 309 Est. Cost $87.26 Unrealized
PTH Invesco DWA Healthcare Momentum ETF 0.0%
Value ($000) $31 Shares 195 Est. Cost $158.97 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $31 Shares 710 Est. Cost $27.58 Unrealized +60.4%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $30 Shares 235 Est. Cost $127.66 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $30 Shares 231 Est. Cost $70.10 Unrealized +83.8%
SYK Stryker Corp 0.0%
Value ($000) $30 Shares 112 Est. Cost $139.59 Unrealized +82.8%
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $30 Shares 204 Est. Cost $224.14 Unrealized
PH Parker-Hannifin Corp 0.0%
Value ($000) $30 Shares 108 Est. Cost $145.46 Unrealized +92.8%
AMP Ameriprise Finl Inc 0.0%
Value ($000) $30 Shares 112 Est. Cost $110.40 Unrealized +122.1%
SCHA Schw US Scap Etf 0.0%
Value ($000) $30 Shares 298 Est. Cost $73.03 Unrealized
COR Amerisourcebergen Co 0.0%
Value ($000) $29 Shares 240 Est. Cost $67.21 Unrealized +67.2%
MLM Martin Marietta Matr 0.0%
Value ($000) $29 Shares 86 Est. Cost $168.62 Unrealized +109.9%
EMQQ Emerging Markets Intrnt & Ecmrc 0.0%
Value ($000) $29 Shares 581 Est. Cost $63.79 Unrealized
HON Honeywell International 0.0%
Value ($000) $28 Shares 131 Est. Cost $192.16 Unrealized +1.3%
IWV iShares Russell 3000 0.0%
Value ($000) $28 Shares 111 Est. Cost $158.23 Unrealized
MMM 3M Company 0.0%
Value ($000) $28 Shares 161 Est. Cost $142.63 Unrealized -3.7%
Walgreens Boots Alli 0.0%
Value ($000) $27 Shares 583 Est. Cost $57.96 Unrealized
SAP Sap Se ADR 0.0%
Value ($000) $27 Shares 203 Est. Cost $112.28 Unrealized
GRMN Garmin Ltd 0.0%
Value ($000) $27 Shares 175 Est. Cost $72.47 Unrealized +103.4%
OEF iShares S&P 100 0.0%
Value ($000) $27 Shares 135 Est. Cost $118.37 Unrealized
VYM Vanguard High Dividend Yield 0.0%
Value ($000) $26 Shares 249 Est. Cost $85.47 Unrealized
SDY Spdr S&P Dividend Etf 0.0%
Value ($000) $26 Shares 217 Est. Cost $94.44 Unrealized
Unilever ADR 0.0%
Value ($000) $26 Shares 485 Est. Cost $56.64 Unrealized
CME Cme Group Inc Cl A 0.0%
Value ($000) $26 Shares 132 Est. Cost $129.41 Unrealized +30.8%
FANG Diamondback Energy Inc 0.0%
Value ($000) $25 Shares 266 Est. Cost $62.55 Unrealized +5.4%
CNP CenterPoint Energy 0.0%
Value ($000) $25 Shares 1,005 Est. Cost $20.97 Unrealized +9.0%
TILT Flexshares Morningstar 0.0%
Value ($000) $25 Shares 150 Est. Cost $120.00 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $24 Shares 116 Est. Cost $208.54 Unrealized 0.0%
SPGI S&P Global Inc 0.0%
Value ($000) $24 Shares 57 Est. Cost $323.21 Unrealized +29.3%
DraftKings Inc 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.00 Unrealized
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $24 Shares 1,080 Est. Cost $13.08 Unrealized +2.8%
IEMG iShares Core MSCI 0.0%
Value ($000) $24 Shares 392 Est. Cost $52.06 Unrealized
IJK iShares S&P Mid Cap 0.0%
Value ($000) $24 Shares 304 Est. Cost $102.85 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $23 Shares 506 Est. Cost $37.17 Unrealized +17.5%
TSN Tyson Foods 0.0%
Value ($000) $23 Shares 290 Est. Cost $50.94 Unrealized +29.2%
VONV Vanguard Russell 1000 Value ETF 0.0%
Value ($000) $23 Shares 342 Est. Cost $93.57 Unrealized
RSPT Invesco S&P 500 Equal 0.0%
Value ($000) $22 Shares 75 Est. Cost $173.33 Unrealized
ELAN Elanco Animal Health Inc 0.0%
Value ($000) $22 Shares 686 Est. Cost $27.39 Unrealized +22.5%
GILD Gilead Sciences 0.0%
Value ($000) $21 Shares 301 Est. Cost $55.86 Unrealized +6.3%
Western Asset Premier Bond 0.0%
Value ($000) $21 Shares 1,475 Est. Cost $14.24 Unrealized
PJP PowerShares Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $21 Shares 266 Est. Cost $71.43 Unrealized
CFR Cullen Frost Bankers 0.0%
Value ($000) $21 Shares 181 Est. Cost $82.66 Unrealized +18.4%
CMCSA Comcast Corp 0.0%
Value ($000) $21 Shares 374 Est. Cost $43.02 Unrealized +19.5%
RPM RPM Intl Inc 0.0%
Value ($000) $21 Shares 272 Est. Cost $68.88 Unrealized +22.3%
ASAN Asana Inc Ordinary Shares - Class A 0.0%
Value ($000) $21 Shares 200 Est. Cost $83.00 Unrealized 0.0%
IBUY Amplify Online Retail 0.0%
Value ($000) $20 Shares 180 Est. Cost $116.67 Unrealized
NRG NRG Energy 0.0%
Value ($000) $20 Shares 500 Est. Cost $25.14 Unrealized +49.5%
RIO Rio Tinto PLC 0.0%
Value ($000) $19 Shares 282 Est. Cost $55.00 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $19 Shares 150 Est. Cost $128.83 Unrealized +1.4%
DMLP Dorchester Minerals LP 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $18.00 Unrealized
VFH Vanguard Financials 0.0%
Value ($000) $19 Shares 200 Est. Cost $70.00 Unrealized
CUZ Cousins Properties Com 0.0%
Value ($000) $18 Shares 479 Est. Cost $35.49 Unrealized
PBW PowerShares Wilderhill Clean Energy Portfo 0.0%
Value ($000) $17 Shares 220 Est. Cost $104.55 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.0%
Value ($000) $17 Shares 192 Est. Cost $81.12 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $17 Shares 177 Est. Cost $66.82 Unrealized +36.5%
IWS iShares Russell Midcap Value 0.0%
Value ($000) $17 Shares 150 Est. Cost $91.53 Unrealized
LNG Cheniere Energy Inc New 0.0%
Value ($000) $17 Shares 175 Est. Cost $87.52 Unrealized 0.0%
DOV Dover Corporation 0.0%
Value ($000) $16 Shares 101 Est. Cost $111.11 Unrealized +40.9%
IBN Icici Bank Ltd 0.0%
Value ($000) $16 Shares 869 Est. Cost $12.66 Unrealized
AXP American Express 0.0%
Value ($000) $16 Shares 93 Est. Cost $95.02 Unrealized +66.6%
ATO Atmos Energy Corp 0.0%
Value ($000) $16 Shares 180 Est. Cost $84.69 Unrealized +2.3%
WMB Williams Companies 0.0%
Value ($000) $16 Shares 603 Est. Cost $19.06 Unrealized +7.0%
AIG American Intl Group 0.0%
Value ($000) $16 Shares 289 Est. Cost $36.75 Unrealized +26.8%
TJX TJX Companies Inc 0.0%
Value ($000) $16 Shares 248 Est. Cost $42.48 Unrealized +54.1%
TRGP Targa Resources Corp 0.0%
Value ($000) $15 Shares 299 Est. Cost $40.17 Unrealized 0.0%
LLY Eli Lilly 0.0%
Value ($000) $15 Shares 64 Est. Cost $141.36 Unrealized +67.4%
MUSA Murphy USA Inc 0.0%
Value ($000) $15 Shares 90 Est. Cost $147.50 Unrealized 0.0%
EHC Encompass Health Corp 0.0%
Value ($000) $15 Shares 200 Est. Cost $51.86 Unrealized +15.8%
TMUS T-Mobile US Inc 0.0%
Value ($000) $15 Shares 118 Est. Cost $81.74 Unrealized +64.6%
BBVA Banco Bilbao 0.0%
Value ($000) $15 Shares 2,339 Est. Cost $6.69 Unrealized
AMLP Alerian MLP ETF 0.0%
Value ($000) $14 Shares 414 Est. Cost $24.15 Unrealized
DG Dollar Gen 0.0%
Value ($000) $14 Shares 65 Est. Cost $81.25 Unrealized +159.0%
NGG National Grid ADR 0.0%
Value ($000) $14 Shares 228 Est. Cost $58.43 Unrealized
AIVL WisdomTree Dividend ex-Financials ETF 0.0%
Value ($000) $14 Shares 148 Est. Cost $74.32 Unrealized
ITUB Itau Unibanco Holdin 0.0%
Value ($000) $14 Shares 2,630 Est. Cost $7.35 Unrealized
SUI Sun Communities 0.0%
Value ($000) $14 Shares 75 Est. Cost $100.00 Unrealized
CLX Clorox Corp 0.0%
Value ($000) $14 Shares 85 Est. Cost $176.37 Unrealized -15.3%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $13 Shares 182 Est. Cost $41.81 Unrealized +28.1%
APD Air Pdts & Chemicals 0.0%
Value ($000) $13 Shares 51 Est. Cost $193.49 Unrealized +27.6%
EBAY Ebay Inc 0.0%
Value ($000) $13 Shares 187 Est. Cost $50.23 Unrealized +31.7%
NOV Natl Oilwell Varco 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.51 Unrealized -7.0%
ELS Equity Lifestyle Ppt 0.0%
Value ($000) $13 Shares 169 Est. Cost $81.58 Unrealized
OMC Omnicom Group 0.0%
Value ($000) $13 Shares 178 Est. Cost $61.97 Unrealized +2.6%
NXPI NXP Semiconductors 0.0%
Value ($000) $12 Shares 63 Est. Cost $85.78 Unrealized +123.3%
TLK PT Telkom Indonesia (Persero) Tbk 0.0%
Value ($000) $12 Shares 464 Est. Cost $21.55 Unrealized
RDW Genesis Park Acquisition Corp 0.0%
Value ($000) $12 Shares 1,280 Est. Cost $10.42 Unrealized 0.0%
HDB HDFC Bank Limited 0.0%
Value ($000) $12 Shares 162 Est. Cost $77.16 Unrealized
Linde PLC 0.0%
Value ($000) $11 Shares 36 Est. Cost $160.49 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $11 Shares 304 Est. Cost $20.19 Unrealized +43.3%
MUFG Mitsubishi U F J Finan 0.0%
Value ($000) $11 Shares 1,821 Est. Cost $5.03 Unrealized
BUD Anheuser Busch 0.0%
Value ($000) $11 Shares 200 Est. Cost $110.00 Unrealized
RCL Royal Caribbean Crui 0.0%
Value ($000) $11 Shares 122 Est. Cost $113.58 Unrealized -30.0%
CSW CSW Industrials Inc 0.0%
Value ($000) $10 Shares 78 Est. Cost $122.08 Unrealized 0.0%
CNI Canadian Natl Railwy 0.0%
Value ($000) $10 Shares 89 Est. Cost $69.22 Unrealized +46.7%
Core Laboratories NV 0.0%
Value ($000) $10 Shares 372 Est. Cost $110.22 Unrealized
ABEV Ambev SA 0.0%
Value ($000) $10 Shares 3,502 Est. Cost $3.80 Unrealized
EWBC East West Bancorp 0.0%
Value ($000) $10 Shares 130 Est. Cost $43.16 Unrealized +49.8%
MU Micron Technology Inc 0.0%
Value ($000) $10 Shares 142 Est. Cost $40.59 Unrealized +80.5%
NBIS Yandex N V 0.0%
Value ($000) $10 Shares 128 Est. Cost $26.91 Unrealized
GIS General Mills 0.0%
Value ($000) $10 Shares 160 Est. Cost $48.59 Unrealized +4.9%
MELI MercadoLibre Inc 0.0%
Value ($000) $10 Shares 6 Est. Cost $1732.10 Unrealized 0.0%
NPO Enpro Industries Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $84.73 Unrealized +3.6%
TAP Molson Coors Brewing 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.28 Unrealized +0.9%
HDV Ishares Core High 0.0%
Value ($000) $9 Shares 92 Est. Cost $90.24 Unrealized
BKNG Booking Hldgs Inc 0.0%
Value ($000) $9 Shares 4 Est. Cost $2033.83 Unrealized +8.5%
GLP Global Partners LP 0.0%
Value ($000) $9 Shares 420 Est. Cost $16.67 Unrealized
APA Apache Corp 0.0%
Value ($000) $9 Shares 425 Est. Cost $16.01 Unrealized +5.0%
DAL Delta Airlines New 0.0%
Value ($000) $9 Shares 200 Est. Cost $54.09 Unrealized -26.6%
MUR Murphy Oil Corp Hldg 0.0%
Value ($000) $9 Shares 360 Est. Cost $21.71 Unrealized -14.6%
IP International Paper 0.0%
Value ($000) $8 Shares 144 Est. Cost $33.14 Unrealized +38.5%
OGN Organon &Co Common Stock 0.0%
Value ($000) $8 Shares 237 Est. Cost $26.93 Unrealized -2.4%
VOD Vodafone Grp PLC ADR 0.0%
Value ($000) $8 Shares 494 Est. Cost $23.83 Unrealized
National Western Life Group Inc 0.0%
Value ($000) $8 Shares 37 Est. Cost $162.16 Unrealized
LUCID GROUP ORD 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
MDU MDU Resources Group Inc 0.0%
Value ($000) $8 Shares 282 Est. Cost $8.05 Unrealized +30.9%
LUV Southwest Airlines 0.0%
Value ($000) $8 Shares 162 Est. Cost $45.99 Unrealized +2.2%
SLB Schlumberger Ltd 0.0%
Value ($000) $8 Shares 263 Est. Cost $48.93 Unrealized -46.9%
Barrick Gold Corp 0.0%
Value ($000) $8 Shares 459 Est. Cost $17.43 Unrealized
XLE Sector Spdr Energy Sel 0.0%
Value ($000) $8 Shares 146 Est. Cost $69.85 Unrealized
C Citigroup 0.0%
Value ($000) $8 Shares 115 Est. Cost $52.37 Unrealized +14.0%
SOFI SoFi Technologies Inc 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.67 Unrealized 0.0%
ASO Amsouth Bancorp 0.0%
Value ($000) $7 Shares 175 Est. Cost $15.69 Unrealized +146.2%
CMG Chipotle Mexican Grill 0.0%
Value ($000) $7 Shares 4 Est. Cost $6.08 Unrealized +498.5%
AMZA Infracap MLP 0.0%
Value ($000) $7 Shares 285 Est. Cost $10.77 Unrealized
BXMT Blackstone Mortgage Trust Inc A 0.0%
Value ($000) $7 Shares 233 Est. Cost $24.57 Unrealized
PHO Invesco Water Resources 0.0%
Value ($000) $7 Shares 125 Est. Cost $32.00 Unrealized
Marathon Oil 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.92 Unrealized
D Dominion Resources Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $63.42 Unrealized -1.6%
EQNR Equinor A S A 0.0%
Value ($000) $6 Shares 228 Est. Cost $26.14 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $72.73 Unrealized
NOBL ProShares S&P 500 Dividend Aristocrats 0.0%
Value ($000) $6 Shares 71 Est. Cost $85.70 Unrealized
BALL Ball Corporation 0.0%
Value ($000) $6 Shares 70 Est. Cost $63.09 Unrealized +32.7%
Qurate Retail Inc 0.0%
Value ($000) $5 Shares 447 Est. Cost $11.19 Unrealized
APLE Apple Hospitality Reit Inc Com New 0.0%
Value ($000) $5 Shares 344 Est. Cost $20.35 Unrealized
XLY Sector Spdr Cons Sel 0.0%
Value ($000) $5 Shares 28 Est. Cost $178.57 Unrealized
XLV Sector Spdr Health Sel 0.0%
Value ($000) $5 Shares 43 Est. Cost $116.28 Unrealized
XLF Sector Spdr Fin Sel 0.0%
Value ($000) $5 Shares 120 Est. Cost $33.33 Unrealized
PFG Principal Financial Grp 0.0%
Value ($000) $5 Shares 78 Est. Cost $54.80 Unrealized 0.0%
NEO NeoGenomics Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.31 Unrealized +4.5%
Total Energies SE 0.0%
Value ($000) $4 Shares 81 Est. Cost $51.95 Unrealized
IJJ iShares S&P Mid Cap 0.0%
Value ($000) $4 Shares 42 Est. Cost $95.24 Unrealized
STORE Capital Corp 0.0%
Value ($000) $4 Shares 131 Est. Cost $28.13 Unrealized
XLI Sector Spdr Indl Sel 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
Vereit Inc 0.0%
Value ($000) $4 Shares 99 Est. Cost $40.40 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $64.61 Unrealized -0.9%
DOW Dow Chemical Corp 0.0%
Value ($000) $4 Shares 64 Est. Cost $47.50 Unrealized +0.7%
DD Dupont De Nemours Inc 0.0%
Value ($000) $4 Shares 65 Est. Cost $27.24 Unrealized +4.1%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $4 Shares 69 Est. Cost $54.62 Unrealized +1.5%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $245.31 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $4 Shares 32 Est. Cost $79.73 Unrealized +64.3%
HP Helmerich & Payne Inc 0.0%
Value ($000) $4 Shares 150 Est. Cost $56.06 Unrealized -50.2%
GSG iShares S&P GSCI Commodity-Indexed Trust 0.0%
Value ($000) $4 Shares 260 Est. Cost $11.54 Unrealized
ILPT Industrial Logistics REIT 0.0%
Value ($000) $3 Shares 116 Est. Cost $25.86 Unrealized
XLP Sector Spdr Con Sta Sel 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
BTU Peabody Energy Corp 0.0%
Value ($000) $3 Shares 182 Est. Cost $3.62 Unrealized +247.7%
LQD iShares IBOXX Inv Grade Bond ETF IV 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
EL Estee Lauderco Inc 0.0%
Value ($000) $3 Shares 11 Est. Cost $108.54 Unrealized +181.3%
PFLT PennantPark Floating Rate Capital Ltd 0.0%
Value ($000) $3 Shares 223 Est. Cost $5.56 Unrealized +42.8%
BSV Vanguard Short-Term Bond 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
ACWX iShares MSCI ACWI ex US 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
NVT nVent Electric PLC 0.0%
Value ($000) $3 Shares 104 Est. Cost $19.34 Unrealized +56.8%
NUE Nucor Corp 0.0%
Value ($000) $3 Shares 35 Est. Cost $99.29 Unrealized 0.0%
UAL United Continental Holdings Inc 0.0%
Value ($000) $3 Shares 55 Est. Cost $66.12 Unrealized -28.7%
BMBL Bumble Inc 0.0%
Value ($000) $3 Shares 51 Est. Cost $67.36 Unrealized -22.8%
STLD Steel Dynamics Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $28.20 Unrealized +111.4%
CVS CVS Corp 0.0%
Value ($000) $2 Shares 19 Est. Cost $55.22 Unrealized +31.3%
PGX Invesco Preferred ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
RWX SPDR Dow Jones Int RE ETF IV 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $2 Shares 124 Est. Cost $13.33 Unrealized -12.1%
HAL Halliburton Co 0.0%
Value ($000) $2 Shares 95 Est. Cost $37.32 Unrealized -49.6%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
Intercept Pharma Inc 0.0%
Value ($000) $2 Shares 154 Est. Cost $123.38 Unrealized
XJH iShares ESG Screened S&P Mid-Cap 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
ESML iShares ESG Aware MSCI 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
WAB Wabtec 0.0%
Value ($000) $1 Shares 9 Est. Cost $84.00 Unrealized 0.0%
GM Gen'l Motors Corp 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.28 Unrealized 0.0%
Nordstrom Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
NIO NIO Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
Annaly Capital Mgmt 0.0%
Value ($000) $1 Shares 164 Est. Cost $8.06 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
PINS Pinterest Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $59.99 Unrealized +2.4%
XLB Sector Spdr Materials Sel 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
SCHF Schwab International Equity 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
SCHB Schwab US Broad Market 0.0%
Value ($000) $1 Shares 6 Est. Cost $65.64 Unrealized
MAG Silver Corp 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
SCHC Schwab International Small-Cap Eq ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
FNDF Schwab Fundamental Intl Lg Co ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
FNDC Schwab Fundamental Intl Sm Co ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
Brookfield Asset Mgmt Cl A 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized