Trek Financial, LLC Diversified Active

CIK: 0001768195 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $962,882 (100.0% shares, 0.0% debt)

Holdings (211)

QQQ INVESCO QQQ TR 19.3%
Value ($000) $185,584 Shares 518,449 Est. Cost $324.65 Unrealized
SPY SPDR S&P 500 ETF TR 18.1%
Value ($000) $174,206 Shares 405,943 Est. Cost $387.42 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 13.1%
Value ($000) $126,535 Shares 823,798 Est. Cost $150.47 Unrealized
IEFA ISHARES TR 8.9%
Value ($000) $85,266 Shares 1,148,360 Est. Cost $68.02 Unrealized
TLT ISHARES TR 3.7%
Value ($000) $35,744 Shares 247,671 Est. Cost $145.35 Unrealized
JNK SPDR SER TR 3.0%
Value ($000) $29,162 Shares 266,656 Est. Cost $108.12 Unrealized
LQD ISHARES TR 2.7%
Value ($000) $25,826 Shares 194,138 Est. Cost $133.12 Unrealized
XLK SELECT SECTOR SPDR TR 2.4%
Value ($000) $22,902 Shares 153,375 Est. Cost $105.26 Unrealized
BIL SPDR SER TR 1.6%
Value ($000) $15,371 Shares 168,062 Est. Cost $91.47 Unrealized
ESGU ISHARES TR 1.3%
Value ($000) $12,426 Shares 126,208 Est. Cost $77.94 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $11,173 Shares 25,934 Est. Cost $302.19 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $9,258 Shares 65,431 Est. Cost $92.57 Unrealized +55.5%
IJR ISHARES TR 0.9%
Value ($000) $8,758 Shares 80,207 Est. Cost $96.77 Unrealized
XLY SELECT SECTOR SPDR TR 0.9%
Value ($000) $8,204 Shares 45,719 Est. Cost $145.74 Unrealized
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $7,228 Shares 192,590 Est. Cost $27.98 Unrealized
XLC SELECT SECTOR SPDR TR 0.7%
Value ($000) $6,605 Shares 82,448 Est. Cost $52.81 Unrealized
SHY ISHARES TR 0.7%
Value ($000) $6,472 Shares 75,120 Est. Cost $86.09 Unrealized
XLI SELECT SECTOR SPDR TR 0.7%
Value ($000) $6,302 Shares 64,411 Est. Cost $82.38 Unrealized
EFV ISHARES TR 0.6%
Value ($000) $6,072 Shares 119,411 Est. Cost $51.06 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $6,027 Shares 47,345 Est. Cost $107.93 Unrealized
EFG ISHARES TR 0.6%
Value ($000) $5,751 Shares 54,020 Est. Cost $92.85 Unrealized
IUSB ISHARES TR 0.6%
Value ($000) $5,583 Shares 104,870 Est. Cost $52.95 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $5,092 Shares 18,060 Est. Cost $201.64 Unrealized +39.2%
XLRE SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,075 Shares 114,169 Est. Cost $41.42 Unrealized
EMB ISHARES TR 0.5%
Value ($000) $4,720 Shares 42,889 Est. Cost $109.56 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,344 Shares 63,107 Est. Cost $65.96 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $4,339 Shares 33,977 Est. Cost $125.70 Unrealized
GOVT ISHARES TR 0.4%
Value ($000) $4,252 Shares 160,282 Est. Cost $26.19 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,780 Shares 59,167 Est. Cost $63.95 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,751 Shares 72,017 Est. Cost $46.44 Unrealized
MINT PIMCO ETF TR 0.3%
Value ($000) $3,017 Shares 29,598 Est. Cost $101.90 Unrealized
VLUE ISHARES TR 0.3%
Value ($000) $2,930 Shares 29,092 Est. Cost $80.43 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $2,754 Shares 1,030 Est. Cost $81.82 Unrealized +65.1%
IEF ISHARES TR 0.3%
Value ($000) $2,705 Shares 23,475 Est. Cost $115.16 Unrealized
ESGE ISHARES INC 0.3%
Value ($000) $2,652 Shares 63,985 Est. Cost $33.17 Unrealized
IYE ISHARES TR 0.3%
Value ($000) $2,612 Shares 92,434 Est. Cost $27.20 Unrealized
IXN ISHARES TR 0.3%
Value ($000) $2,609 Shares 46,049 Est. Cost $63.42 Unrealized
FXE INVESCO CURRENCYSHARES EURO 0.2%
Value ($000) $2,397 Shares 22,198 Est. Cost $107.98 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $2,233 Shares 9,512 Est. Cost $234.76 Unrealized
EWL ISHARES INC 0.2%
Value ($000) $2,201 Shares 47,260 Est. Cost $47.77 Unrealized
IXG ISHARES TR 0.2%
Value ($000) $2,107 Shares 26,856 Est. Cost $77.62 Unrealized
INDA ISHARES TR 0.2%
Value ($000) $2,056 Shares 42,219 Est. Cost $47.77 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $1,982 Shares 36,265 Est. Cost $54.80 Unrealized
GRN BARCLAYS BK PLC 0.2%
Value ($000) $1,937 Shares 79,865 Est. Cost $23.36 Unrealized
EWG ISHARES INC 0.2%
Value ($000) $1,921 Shares 58,355 Est. Cost $34.13 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $1,913 Shares 17,687 Est. Cost $108.86 Unrealized
EWN ISHARES INC 0.2%
Value ($000) $1,814 Shares 36,837 Est. Cost $46.81 Unrealized
GBCI GLACIER BANCORP INC NEW 0.2%
Value ($000) $1,804 Shares 32,593 Est. Cost $31.03 Unrealized +47.3%
AFL AFLAC INC 0.2%
Value ($000) $1,591 Shares 30,513 Est. Cost $39.05 Unrealized +26.6%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,590 Shares 484 Est. Cost $131.32 Unrealized +31.4%
FLOT ISHARES TR 0.2%
Value ($000) $1,567 Shares 30,827 Est. Cost $50.53 Unrealized
COMT ISHARES U S ETF TR 0.2%
Value ($000) $1,556 Shares 43,407 Est. Cost $34.53 Unrealized
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $1,531 Shares 14,712 Est. Cost $45.92 Unrealized -0.5%
DOX AMDOCS LTD 0.2%
Value ($000) $1,524 Shares 20,129 Est. Cost $70.04 Unrealized +0.5%
IWV ISHARES TR 0.2%
Value ($000) $1,508 Shares 5,917 Est. Cost $255.75 Unrealized
NTAP NETAPP INC 0.2%
Value ($000) $1,505 Shares 16,770 Est. Cost $75.95 Unrealized 0.0%
SPD SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $1,456 Shares 47,855 Est. Cost $30.43 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,415 Shares 17,884 Est. Cost $72.55 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $1,395 Shares 46,326 Est. Cost $29.36 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,335 Shares 7,890 Est. Cost $120.03 Unrealized +45.1%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $1,324 Shares 23,239 Est. Cost $57.29 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,305 Shares 3,977 Est. Cost $200.28 Unrealized +47.1%
HPQ HP INC 0.1%
Value ($000) $1,282 Shares 46,849 Est. Cost $26.92 Unrealized -8.6%
THD ISHARES INC 0.1%
Value ($000) $1,205 Shares 16,146 Est. Cost $74.63 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,192 Shares 22,072 Est. Cost $41.82 Unrealized +1.2%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,111 Shares 3,829 Est. Cost $173.64 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,005 Shares 2,891 Est. Cost $340.66 Unrealized +4.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $952 Shares 2,119 Est. Cost $250.63 Unrealized +66.9%
TSLA TESLA INC 0.1%
Value ($000) $939 Shares 1,211 Est. Cost $133.09 Unrealized +76.8%
NEWAGE INC 0.1%
Value ($000) $931 Shares 669,520 Est. Cost $1.39 Unrealized
SHEN SHENANDOAH TELECOMMUNICATION 0.1%
Value ($000) $908 Shares 28,760 Est. Cost $38.05 Unrealized 0.0%
META FACEBOOK INC 0.1%
Value ($000) $842 Shares 2,480 Est. Cost $289.40 Unrealized +23.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $837 Shares 2,426 Est. Cost $313.24 Unrealized +2.4%
EIS ISHARES INC 0.1%
Value ($000) $835 Shares 11,665 Est. Cost $71.58 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $826 Shares 5,115 Est. Cost $140.01 Unrealized +7.3%
PFE PFIZER INC 0.1%
Value ($000) $825 Shares 19,178 Est. Cost $35.67 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $767 Shares 3,204 Est. Cost $209.53 Unrealized +20.5%
POWA INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $727 Shares 11,007 Est. Cost $44.93 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $715 Shares 12,778 Est. Cost $51.39 Unrealized 0.0%
MRNA MODERNA INC 0.1%
Value ($000) $710 Shares 1,845 Est. Cost $368.80 Unrealized 0.0%
PJUN INNOVATOR ETFS TR 0.1%
Value ($000) $707 Shares 22,756 Est. Cost $31.02 Unrealized
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $700 Shares 5,028 Est. Cost $131.48 Unrealized
MMM 3M CO 0.1%
Value ($000) $700 Shares 3,989 Est. Cost $137.32 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $689 Shares 17,316 Est. Cost $27.02 Unrealized +9.9%
TGT TARGET CORP 0.1%
Value ($000) $676 Shares 2,954 Est. Cost $163.21 Unrealized +34.7%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $668 Shares 8,923 Est. Cost $57.60 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $667 Shares 3,288 Est. Cost $158.70 Unrealized +15.7%
ABBV ABBVIE INC 0.1%
Value ($000) $667 Shares 6,180 Est. Cost $94.99 Unrealized +2.3%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $642 Shares 7,098 Est. Cost $81.08 Unrealized +5.3%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $625 Shares 8,626 Est. Cost $67.86 Unrealized -6.3%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $619 Shares 16,868 Est. Cost $27.18 Unrealized +11.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $616 Shares 2,259 Est. Cost $224.65 Unrealized +25.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $616 Shares 5,083 Est. Cost $110.46 Unrealized 0.0%
BARCLAYS BANK PLC 0.1%
Value ($000) $611 Shares 19,632 Est. Cost $31.12 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $603 Shares 1,688 Est. Cost $316.51 Unrealized +23.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $602 Shares 3,307 Est. Cost $142.05 Unrealized +14.6%
BC BRUNSWICK CORP 0.1%
Value ($000) $598 Shares 6,280 Est. Cost $83.78 Unrealized +8.4%
HLI HOULIHAN LOKEY INC 0.1%
Value ($000) $596 Shares 6,466 Est. Cost $60.19 Unrealized +34.4%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $589 Shares 35,211 Est. Cost $10.12 Unrealized +31.0%
MORN MORNINGSTAR INC 0.1%
Value ($000) $574 Shares 2,215 Est. Cost $213.82 Unrealized +22.9%
V VISA INC 0.1%
Value ($000) $570 Shares 2,561 Est. Cost $193.60 Unrealized +17.2%
EVR EVERCORE INC 0.1%
Value ($000) $554 Shares 4,143 Est. Cost $112.48 Unrealized +11.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $546 Shares 4,886 Est. Cost $117.27 Unrealized
PUI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $541 Shares 16,652 Est. Cost $28.99 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $539 Shares 7,260 Est. Cost $69.16 Unrealized
ORI OLD REP INTL CORP 0.1%
Value ($000) $539 Shares 23,319 Est. Cost $17.29 Unrealized 0.0%
FOOT LOCKER INC 0.1%
Value ($000) $533 Shares 11,666 Est. Cost $45.69 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $525 Shares 4,754 Est. Cost $120.67 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $510 Shares 3,444 Est. Cost $68.95 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $509 Shares 3,644 Est. Cost $109.77 Unrealized +15.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $504 Shares 3,067 Est. Cost $161.63 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $494 Shares 1,326 Est. Cost $327.00 Unrealized +9.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $491 Shares 207 Est. Cost $2213.70 Unrealized -0.3%
UNP UNION PAC CORP 0.1%
Value ($000) $485 Shares 2,473 Est. Cost $197.49 Unrealized -1.1%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $483 Shares 11,330 Est. Cost $28.93 Unrealized +37.3%
INTC INTEL CORP 0.0%
Value ($000) $470 Shares 8,820 Est. Cost $53.36 Unrealized -6.7%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $468 Shares 2,858 Est. Cost $94.84 Unrealized +47.9%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $459 Shares 4,526 Est. Cost $83.45 Unrealized -0.2%
AGG ISHARES TR 0.0%
Value ($000) $455 Shares 3,962 Est. Cost $118.17 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $437 Shares 4,246 Est. Cost $86.55 Unrealized +18.1%
UHAL AMERCO 0.0%
Value ($000) $413 Shares 639 Est. Cost $58.61 Unrealized +7.0%
PAPR INNOVATOR ETFS TR 0.0%
Value ($000) $411 Shares 14,396 Est. Cost $28.48 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $409 Shares 3,425 Est. Cost $103.26 Unrealized +8.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $408 Shares 1,044 Est. Cost $294.59 Unrealized +30.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $406 Shares 2,920 Est. Cost $101.08 Unrealized +10.9%
TLH ISHARES TR 0.0%
Value ($000) $405 Shares 2,754 Est. Cost $147.06 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $402 Shares 1,741 Est. Cost $196.99 Unrealized +20.1%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $401 Shares 16,971 Est. Cost $19.82 Unrealized -1.3%
IXUS ISHARES TR 0.0%
Value ($000) $401 Shares 5,649 Est. Cost $72.90 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $398 Shares 3,776 Est. Cost $77.57 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $396 Shares 649 Est. Cost $53.06 Unrealized +3.7%
TTC TORO CO 0.0%
Value ($000) $390 Shares 3,999 Est. Cost $109.12 Unrealized 0.0%
KMX CARMAX INC 0.0%
Value ($000) $385 Shares 3,009 Est. Cost $125.04 Unrealized +6.4%
PFEB INNOVATOR ETFS TR 0.0%
Value ($000) $380 Shares 13,318 Est. Cost $25.23 Unrealized
INFL LISTED FD TR 0.0%
Value ($000) $379 Shares 12,966 Est. Cost $30.02 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $373 Shares 7,385 Est. Cost $38.94 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $367 Shares 3,677 Est. Cost $80.18 Unrealized
PAUG INNOVATOR ETFS TR 0.0%
Value ($000) $366 Shares 12,540 Est. Cost $27.03 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $362 Shares 4,820 Est. Cost $63.82 Unrealized +3.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $361 Shares 1,808 Est. Cost $187.71 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $360 Shares 1,494 Est. Cost $174.28 Unrealized +23.8%
EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $353 Shares 16,275 Est. Cost $22.89 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $350 Shares 4,270 Est. Cost $82.79 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $336 Shares 15,923 Est. Cost $21.08 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $333 Shares 4,224 Est. Cost $65.81 Unrealized 0.0%
FTSD FRANKLIN ETF TR 0.0%
Value ($000) $329 Shares 3,478 Est. Cost $95.21 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $327 Shares 3,855 Est. Cost $72.53 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $326 Shares 1,532 Est. Cost $169.45 Unrealized +18.2%
SLV ISHARES SILVER TR 0.0%
Value ($000) $325 Shares 15,843 Est. Cost $18.17 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $324 Shares 5,250 Est. Cost $54.20 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $320 Shares 5,116 Est. Cost $69.10 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $319 Shares 7,014 Est. Cost $30.71 Unrealized +10.7%
INDEXIQ ETF TR 0.0%
Value ($000) $311 Shares 13,081 Est. Cost $23.92 Unrealized
HAWAIIAN HOLDINGS INC 0.0%
Value ($000) $309 Shares 14,246 Est. Cost $13.19 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $306 Shares 2,262 Est. Cost $100.53 Unrealized
WISDOMTREE TR 0.0%
Value ($000) $306 Shares 12,208 Est. Cost $25.10 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $304 Shares 4,021 Est. Cost $80.74 Unrealized +1.7%
STAG STAG INDL INC 0.0%
Value ($000) $303 Shares 7,709 Est. Cost $39.30 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $303 Shares 1,792 Est. Cost $150.81 Unrealized +5.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $293 Shares 1,321 Est. Cost $222.38 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $289 Shares 4,701 Est. Cost $61.57 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $275 Shares 5,061 Est. Cost $37.01 Unrealized +33.0%
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $273 Shares 6,874 Est. Cost $39.31 Unrealized +2.3%
PEP PEPSICO INC 0.0%
Value ($000) $267 Shares 1,778 Est. Cost $118.38 Unrealized +14.0%
XOP SPDR SER TR 0.0%
Value ($000) $264 Shares 2,730 Est. Cost $96.70 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $262 Shares 2,760 Est. Cost $62.01 Unrealized +30.7%
LIT GLOBAL X FDS 0.0%
Value ($000) $261 Shares 3,189 Est. Cost $73.11 Unrealized
VANECK ETF TRUST 0.0%
Value ($000) $255 Shares 8,398 Est. Cost $30.36 Unrealized
WMT WALMART INC 0.0%
Value ($000) $254 Shares 1,825 Est. Cost $41.07 Unrealized +10.7%
GLIN VANECK ETF TRUST 0.0%
Value ($000) $250 Shares 5,945 Est. Cost $42.05 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $249 Shares 1,540 Est. Cost $161.69 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $247 Shares 4,124 Est. Cost $50.97 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $246 Shares 9,855 Est. Cost $15.69 Unrealized +48.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $241 Shares 4,000 Est. Cost $47.96 Unrealized +22.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $239 Shares 1,615 Est. Cost $110.17 Unrealized +22.2%
CUK CARNIVAL PLC 0.0%
Value ($000) $238 Shares 10,437 Est. Cost $13.41 Unrealized
JILL J JILL INC 0.0%
Value ($000) $237 Shares 13,637 Est. Cost $3.78 Unrealized +410.4%
SMH VANECK ETF TRUST 0.0%
Value ($000) $237 Shares 925 Est. Cost $218.18 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $235 Shares 3,306 Est. Cost $79.92 Unrealized -8.3%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $232 Shares 24,264 Est. Cost $10.36 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $232 Shares 782 Est. Cost $228.51 Unrealized +12.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $231 Shares 5,161 Est. Cost $50.39 Unrealized -13.3%
NEM NEWMONT CORP 0.0%
Value ($000) $230 Shares 4,237 Est. Cost $51.35 Unrealized 0.0%
PIONEER NAT RES CO 0.0%
Value ($000) $224 Shares 1,348 Est. Cost $166.17 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $221 Shares 3,293 Est. Cost $54.10 Unrealized +5.8%
DON WISDOMTREE TR 0.0%
Value ($000) $220 Shares 5,312 Est. Cost $41.42 Unrealized
MRGR PROSHARES TR 0.0%
Value ($000) $217 Shares 5,315 Est. Cost $40.83 Unrealized
UNITED STS NAT GAS FD LP 0.0%
Value ($000) $216 Shares 10,699 Est. Cost $13.06 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $216 Shares 1,020 Est. Cost $210.44 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $215 Shares 1,113 Est. Cost $169.20 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $215 Shares 828 Est. Cost $283.07 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $214 Shares 10,529 Est. Cost $9.64 Unrealized +37.0%
REAVES UTIL INCOME FD 0.0%
Value ($000) $210 Shares 6,415 Est. Cost $32.74 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $210 Shares 2,035 Est. Cost $62.95 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $207 Shares 7,565 Est. Cost $27.36 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $207 Shares 2,002 Est. Cost $91.56 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $205 Shares 6,138 Est. Cost $33.76 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $203 Shares 1,015 Est. Cost $200.81 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $202 Shares 1,042 Est. Cost $193.72 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $201 Shares 913 Est. Cost $223.08 Unrealized -0.0%
PNOV INNOVATOR ETFS TR 0.0%
Value ($000) $201 Shares 6,602 Est. Cost $29.74 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $201 Shares 1,215 Est. Cost $157.42 Unrealized -5.1%
REMX VANECK ETF TRUST 0.0%
Value ($000) $201 Shares 1,952 Est. Cost $102.97 Unrealized
BLACKROCK DEBT STRATEGIES FD 0.0%
Value ($000) $177 Shares 15,344 Est. Cost $9.32 Unrealized
FRANKLIN UNVL TR 0.0%
Value ($000) $169 Shares 20,861 Est. Cost $6.65 Unrealized
GABELLI UTIL TR 0.0%
Value ($000) $163 Shares 20,722 Est. Cost $7.21 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $160 Shares 11,119 Est. Cost $14.39 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $158 Shares 25,843 Est. Cost $6.17 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $139 Shares 19,275 Est. Cost $10.06 Unrealized
SHELL MIDSTREAM PARTNERS L P 0.0%
Value ($000) $125 Shares 10,628 Est. Cost $11.76 Unrealized
EMX EMX RTY CORP 0.0%
Value ($000) $51 Shares 20,000 Est. Cost $1.65 Unrealized