Acorn Wealth Advisors, LLC Diversified Active

CIK: 0001730610 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $157,654 (100.0% shares, 0.0% debt)

Holdings (180)

SCHD SCHWAB STRATEGIC TR 8.3%
Value ($000) $13,009 Shares 160,940 Est. Cost $53.39 Unrealized
USMV ISHARES TR 5.9%
Value ($000) $9,371 Shares 115,837 Est. Cost $56.80 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $4,957 Shares 14,738 Est. Cost $90.02 Unrealized +248.2%
SCHM SCHWAB STRATEGIC TR 3.0%
Value ($000) $4,799 Shares 59,668 Est. Cost $57.94 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.8%
Value ($000) $4,437 Shares 25,837 Est. Cost $129.04 Unrealized
MOAT VANECK ETF TRUST 2.3%
Value ($000) $3,682 Shares 48,373 Est. Cost $57.63 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 2.3%
Value ($000) $3,633 Shares 71,966 Est. Cost $50.36 Unrealized
VIGI VANGUARD WHITEHALL FDS 2.1%
Value ($000) $3,350 Shares 39,223 Est. Cost $81.83 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.9%
Value ($000) $3,013 Shares 43,897 Est. Cost $49.94 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $2,982 Shares 16,796 Est. Cost $89.92 Unrealized +72.1%
VHT VANGUARD WORLD FDS 1.9%
Value ($000) $2,977 Shares 11,173 Est. Cost $230.46 Unrealized
XLK SELECT SECTOR SPDR TR 1.9%
Value ($000) $2,972 Shares 17,092 Est. Cost $108.51 Unrealized
VTI VANGUARD INDEX FDS 1.7%
Value ($000) $2,733 Shares 11,319 Est. Cost $176.80 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $2,648 Shares 16,267 Est. Cost $117.57 Unrealized
VB VANGUARD INDEX FDS 1.6%
Value ($000) $2,572 Shares 11,378 Est. Cost $149.68 Unrealized
QUAL ISHARES TR 1.6%
Value ($000) $2,469 Shares 16,961 Est. Cost $103.10 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,004 Shares 6,254 Est. Cost $235.74 Unrealized
IVOL KRANESHARES TR 1.2%
Value ($000) $1,911 Shares 71,157 Est. Cost $27.75 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $1,871 Shares 11,816 Est. Cost $84.24 Unrealized +75.5%
PAVE GLOBAL X FDS 1.1%
Value ($000) $1,722 Shares 59,809 Est. Cost $25.35 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $1,564 Shares 16,494 Est. Cost $55.99 Unrealized
SCHB SCHWAB STRATEGIC TR 1.0%
Value ($000) $1,516 Shares 13,415 Est. Cost $74.81 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $1,494 Shares 3,146 Est. Cost $281.45 Unrealized
MINT PIMCO ETF TR 0.9%
Value ($000) $1,471 Shares 14,484 Est. Cost $101.35 Unrealized
LOW LOWES COS INC 0.9%
Value ($000) $1,443 Shares 5,585 Est. Cost $71.24 Unrealized +208.6%
BX BLACKSTONE INC 0.9%
Value ($000) $1,435 Shares 11,090 Est. Cost $43.60 Unrealized +166.3%
HD HOME DEPOT INC 0.9%
Value ($000) $1,421 Shares 3,425 Est. Cost $151.54 Unrealized +126.5%
STIP ISHARES TR 0.9%
Value ($000) $1,383 Shares 13,059 Est. Cost $105.77 Unrealized
MTUM ISHARES TR 0.9%
Value ($000) $1,368 Shares 7,524 Est. Cost $154.77 Unrealized
EFAV ISHARES TR 0.9%
Value ($000) $1,351 Shares 17,603 Est. Cost $73.80 Unrealized
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,297 Shares 33,368 Est. Cost $35.98 Unrealized
WORLD GOLD TR 0.8%
Value ($000) $1,239 Shares 68,145 Est. Cost $17.47 Unrealized
CSX CSX CORP 0.7%
Value ($000) $1,119 Shares 29,770 Est. Cost $25.97 Unrealized +28.2%
REGL PROSHARES TR 0.6%
Value ($000) $1,016 Shares 13,774 Est. Cost $57.61 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,007 Shares 2,531 Est. Cost $256.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $988 Shares 3,305 Est. Cost $190.51 Unrealized +50.3%
FVD FIRST TR VALUE LINE DIVID IN 0.6%
Value ($000) $985 Shares 22,884 Est. Cost $31.30 Unrealized
ACWX ISHARES TR 0.6%
Value ($000) $950 Shares 17,084 Est. Cost $54.40 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $924 Shares 277 Est. Cost $109.52 Unrealized +56.3%
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $893 Shares 10,534 Est. Cost $85.07 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $888 Shares 16,693 Est. Cost $53.32 Unrealized
SCHA SCHWAB STRATEGIC TR 0.6%
Value ($000) $879 Shares 8,584 Est. Cost $76.42 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $867 Shares 8,315 Est. Cost $66.85 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $826 Shares 5,333 Est. Cost $102.94 Unrealized +53.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $816 Shares 1,576 Est. Cost $359.19 Unrealized
F FORD MTR CO DEL 0.5%
Value ($000) $773 Shares 37,202 Est. Cost $7.77 Unrealized +80.2%
T AT&T INC 0.5%
Value ($000) $772 Shares 31,380 Est. Cost $15.56 Unrealized -5.8%
VWOB VANGUARD WHITEHALL FDS 0.5%
Value ($000) $724 Shares 9,324 Est. Cost $81.43 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $723 Shares 14,621 Est. Cost $47.10 Unrealized
SMDV PROSHARES TR 0.4%
Value ($000) $684 Shares 10,231 Est. Cost $54.77 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $682 Shares 4,169 Est. Cost $76.54 Unrealized +75.2%
PFFD GLOBAL X FDS 0.4%
Value ($000) $678 Shares 26,314 Est. Cost $25.74 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $675 Shares 8,307 Est. Cost $80.10 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $669 Shares 9,749 Est. Cost $53.77 Unrealized +1.8%
CWB SPDR SER TR 0.4%
Value ($000) $665 Shares 8,019 Est. Cost $61.99 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $653 Shares 4,885 Est. Cost $103.73 Unrealized +2.7%
REMX VANECK ETF TRUST 0.4%
Value ($000) $632 Shares 5,635 Est. Cost $87.68 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $627 Shares 2,461 Est. Cost $163.48 Unrealized
NOBL PROSHARES TR 0.4%
Value ($000) $627 Shares 6,391 Est. Cost $67.10 Unrealized
BIV VANGUARD BD INDEX FDS 0.4%
Value ($000) $606 Shares 6,913 Est. Cost $91.85 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.4%
Value ($000) $600 Shares 18,190 Est. Cost $30.64 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.4%
Value ($000) $593 Shares 20,042 Est. Cost $29.27 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $591 Shares 1,825 Est. Cost $173.90 Unrealized
OSI ETF TR 0.4%
Value ($000) $584 Shares 11,870 Est. Cost $40.36 Unrealized
SIXG ETF SER SOLUTIONS 0.4%
Value ($000) $573 Shares 13,734 Est. Cost $36.43 Unrealized
CMS CMS ENERGY CORP 0.4%
Value ($000) $573 Shares 8,804 Est. Cost $40.09 Unrealized +34.8%
PFE PFIZER INC 0.4%
Value ($000) $565 Shares 9,562 Est. Cost $24.00 Unrealized +67.6%
GLD SPDR GOLD TR 0.4%
Value ($000) $560 Shares 3,275 Est. Cost $141.51 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $557 Shares 527 Est. Cost $127.52 Unrealized +163.0%
TIP ISHARES TR 0.3%
Value ($000) $544 Shares 4,210 Est. Cost $124.28 Unrealized
FSK FS KKR CAP CORP 0.3%
Value ($000) $540 Shares 25,786 Est. Cost $11.72 Unrealized +0.3%
IWB ISHARES TR 0.3%
Value ($000) $539 Shares 2,038 Est. Cost $152.11 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $506 Shares 9,822 Est. Cost $38.18 Unrealized +23.9%
CSCO CISCO SYS INC 0.3%
Value ($000) $505 Shares 7,961 Est. Cost $34.68 Unrealized +45.5%
SPIP SPDR SER TR 0.3%
Value ($000) $496 Shares 15,742 Est. Cost $31.03 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $494 Shares 1,469 Est. Cost $187.20 Unrealized +76.1%
BBHY J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $492 Shares 9,499 Est. Cost $51.60 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $488 Shares 9,917 Est. Cost $28.42 Unrealized
XLRE SELECT SECTOR SPDR TR 0.3%
Value ($000) $485 Shares 9,370 Est. Cost $51.76 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $480 Shares 2,320 Est. Cost $116.88 Unrealized +59.7%
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $476 Shares 4,430 Est. Cost $88.03 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $471 Shares 6,006 Est. Cost $81.43 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $469 Shares 5,449 Est. Cost $54.61 Unrealized +45.3%
SMH VANECK ETF TRUST 0.3%
Value ($000) $464 Shares 1,504 Est. Cost $262.80 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $462 Shares 8,899 Est. Cost $33.88 Unrealized +19.2%
LMBS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $454 Shares 9,091 Est. Cost $50.35 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $438 Shares 2,676 Est. Cost $77.64 Unrealized
PBA PEMBINA PIPELINE CORP 0.3%
Value ($000) $434 Shares 14,315 Est. Cost $22.07 Unrealized +17.6%
EFA ISHARES TR 0.3%
Value ($000) $428 Shares 5,444 Est. Cost $69.80 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $428 Shares 6,860 Est. Cost $45.87 Unrealized +7.3%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $416 Shares 10,659 Est. Cost $25.01 Unrealized
OSI ETF TR 0.3%
Value ($000) $411 Shares 11,050 Est. Cost $35.55 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $409 Shares 5,335 Est. Cost $45.21 Unrealized +54.6%
UNP UNION PAC CORP 0.3%
Value ($000) $404 Shares 1,603 Est. Cost $101.84 Unrealized +111.1%
SIVR ABERDEEN STD SILVER ETF TR 0.3%
Value ($000) $404 Shares 18,022 Est. Cost $20.11 Unrealized
AOM ISHARES TR 0.3%
Value ($000) $399 Shares 8,781 Est. Cost $43.38 Unrealized
SPIB SPDR SER TR 0.3%
Value ($000) $395 Shares 10,919 Est. Cost $36.95 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $391 Shares 6,688 Est. Cost $45.37 Unrealized +12.3%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $390 Shares 24,568 Est. Cost $10.20 Unrealized +29.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $385 Shares 133 Est. Cost $103.45 Unrealized +38.2%
IHI ISHARES TR 0.2%
Value ($000) $381 Shares 5,784 Est. Cost $87.26 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $378 Shares 3,303 Est. Cost $70.87 Unrealized
MEOH METHANEX CORP 0.2%
Value ($000) $376 Shares 9,500 Est. Cost $21.23 Unrealized +109.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $371 Shares 2,170 Est. Cost $112.33 Unrealized +29.2%
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $365 Shares 6,915 Est. Cost $53.31 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $365 Shares 836 Est. Cost $436.60 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $361 Shares 13,714 Est. Cost $26.87 Unrealized
DTE DTE ENERGY CO 0.2%
Value ($000) $358 Shares 2,992 Est. Cost $81.75 Unrealized +21.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $355 Shares 7,497 Est. Cost $33.49 Unrealized -2.1%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $354 Shares 4,375 Est. Cost $80.27 Unrealized
BLACKROCK MUNIYLD MICH QLTY 0.2%
Value ($000) $353 Shares 23,020 Est. Cost $13.70 Unrealized
PREFERRED APT CMNTYS INC 0.2%
Value ($000) $352 Shares 19,469 Est. Cost $15.05 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $352 Shares 1,960 Est. Cost $176.31 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $344 Shares 1,546 Est. Cost $201.01 Unrealized
ICVT ISHARES TR 0.2%
Value ($000) $342 Shares 3,840 Est. Cost $89.06 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $340 Shares 6,699 Est. Cost $50.91 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $340 Shares 2,172 Est. Cost $122.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $339 Shares 953 Est. Cost $262.46 Unrealized +17.7%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $334 Shares 3,262 Est. Cost $42.33 Unrealized +104.0%
GOVT ISHARES TR 0.2%
Value ($000) $325 Shares 12,172 Est. Cost $26.63 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $323 Shares 1,764 Est. Cost $70.96 Unrealized +105.8%
DOW DOW INC 0.2%
Value ($000) $320 Shares 5,647 Est. Cost $46.46 Unrealized -3.1%
QLTA ISHARES TR 0.2%
Value ($000) $316 Shares 5,631 Est. Cost $55.11 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $314 Shares 6,544 Est. Cost $23.82 Unrealized +86.4%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $313 Shares 976 Est. Cost $253.69 Unrealized
LIT GLOBAL X FDS 0.2%
Value ($000) $313 Shares 3,706 Est. Cost $82.08 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $312 Shares 5,782 Est. Cost $53.71 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $310 Shares 1,341 Est. Cost $144.87 Unrealized +47.8%
AOK ISHARES TR 0.2%
Value ($000) $307 Shares 7,669 Est. Cost $38.96 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $307 Shares 2,264 Est. Cost $73.07 Unrealized +39.2%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $305 Shares 5,904 Est. Cost $47.06 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $304 Shares 4,068 Est. Cost $69.21 Unrealized
GNL GLOBAL NET LEASE INC 0.2%
Value ($000) $301 Shares 19,704 Est. Cost $17.70 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $281 Shares 3,835 Est. Cost $60.28 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $278 Shares 490 Est. Cost $370.53 Unrealized +68.7%
EATON VANCE TX ADV GLBL DIV 0.2%
Value ($000) $275 Shares 12,084 Est. Cost $16.12 Unrealized
DBX ETF TR 0.2%
Value ($000) $275 Shares 10,947 Est. Cost $24.42 Unrealized
MDYV SPDR SER TR 0.2%
Value ($000) $273 Shares 3,834 Est. Cost $55.47 Unrealized
XOP SPDR SER TR 0.2%
Value ($000) $271 Shares 2,823 Est. Cost $96.59 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $263 Shares 91 Est. Cost $118.29 Unrealized +21.3%
KO COCA COLA CO 0.2%
Value ($000) $263 Shares 4,450 Est. Cost $36.93 Unrealized +33.2%
BA BOEING CO 0.2%
Value ($000) $261 Shares 1,297 Est. Cost $264.47 Unrealized -20.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $258 Shares 1,574 Est. Cost $124.36 Unrealized +30.1%
FEM FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $255 Shares 9,790 Est. Cost $26.71 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $254 Shares 4,802 Est. Cost $49.21 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $254 Shares 3,830 Est. Cost $48.56 Unrealized +13.9%
SPYD SPDR SER TR 0.2%
Value ($000) $252 Shares 5,993 Est. Cost $27.82 Unrealized
XHE SPDR SER TR 0.2%
Value ($000) $250 Shares 2,128 Est. Cost $74.62 Unrealized
ETF MANAGERS TR 0.2%
Value ($000) $250 Shares 4,071 Est. Cost $36.21 Unrealized
IYH ISHARES TR 0.2%
Value ($000) $248 Shares 827 Est. Cost $252.13 Unrealized
DEM WISDOMTREE TR 0.2%
Value ($000) $246 Shares 5,668 Est. Cost $43.40 Unrealized
AOR ISHARES TR 0.2%
Value ($000) $246 Shares 4,306 Est. Cost $53.80 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $246 Shares 1,855 Est. Cost $137.95 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $244 Shares 1,559 Est. Cost $141.20 Unrealized
QHY WISDOMTREE TR 0.2%
Value ($000) $243 Shares 4,625 Est. Cost $52.44 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $242 Shares 1,976 Est. Cost $97.55 Unrealized
CNP CENTERPOINT ENERGY INC 0.2%
Value ($000) $241 Shares 8,624 Est. Cost $19.34 Unrealized +24.2%
ABT ABBOTT LABS 0.2%
Value ($000) $238 Shares 1,695 Est. Cost $108.63 Unrealized +9.3%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $237 Shares 806 Est. Cost $27.46 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $233 Shares 4,417 Est. Cost $45.89 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $232 Shares 4,536 Est. Cost $50.99 Unrealized
XSD SPDR SER TR 0.1%
Value ($000) $229 Shares 943 Est. Cost $242.84 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $228 Shares 2,105 Est. Cost $87.48 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $226 Shares 843 Est. Cost $215.26 Unrealized +16.7%
MSB MESABI TR 0.1%
Value ($000) $225 Shares 8,500 Est. Cost $28.00 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $223 Shares 1,518 Est. Cost $146.90 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $221 Shares 5,341 Est. Cost $48.97 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $212 Shares 1,410 Est. Cost $150.35 Unrealized
XSOE WISDOMTREE TR 0.1%
Value ($000) $211 Shares 5,734 Est. Cost $36.80 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $210 Shares 5,358 Est. Cost $36.28 Unrealized
ONLN PROSHARES TR 0.1%
Value ($000) $208 Shares 3,667 Est. Cost $63.09 Unrealized
BLUEROCK RESIDENTIAL GWT REI 0.1%
Value ($000) $208 Shares 7,899 Est. Cost $8.98 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $205 Shares 3,366 Est. Cost $60.90 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $204 Shares 2,814 Est. Cost $58.80 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $203 Shares 2,152 Est. Cost $62.95 Unrealized -2.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $203 Shares 1,726 Est. Cost $96.10 Unrealized 0.0%
SGOL ABERDEEN STD GOLD ETF TR 0.1%
Value ($000) $201 Shares 11,420 Est. Cost $17.60 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $176 Shares 11,311 Est. Cost $14.79 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $71 Shares 15,314 Est. Cost $7.97 Unrealized -22.1%
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $16 Shares 22,250 Est. Cost $0.72 Unrealized