Jackson, Grant Investment Advisers, Inc. Diversified Active

CIK: 0001650300 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 2, 2023

Total Value ($000): $212,842 (100.0% shares, 0.0% debt)

Holdings (462)

SPY SPDR S&P 500 ETF TR 11.4%
Value ($000) $24,246 Shares 59,224 Est. Cost $222.07 Unrealized
SDY SPDR SER TR 9.3%
Value ($000) $19,724 Shares 159,437 Est. Cost $75.83 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 8.1%
Value ($000) $17,243 Shares 119,231 Est. Cost $102.68 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 7.3%
Value ($000) $15,612 Shares 101,368 Est. Cost $161.69 Unrealized
VO VANGUARD INDEX FDS 5.0%
Value ($000) $10,590 Shares 50,207 Est. Cost $237.84 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $5,712 Shares 19,811 Est. Cost $75.77 Unrealized +229.2%
SPLV INVESCO EXCH TRADED FD TR II 2.5%
Value ($000) $5,412 Shares 86,730 Est. Cost $48.40 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $4,933 Shares 29,917 Est. Cost $101.42 Unrealized +43.5%
AGG ISHARES TR 2.3%
Value ($000) $4,904 Shares 49,213 Est. Cost $112.27 Unrealized
ABBV ABBVIE INC 2.3%
Value ($000) $4,857 Shares 30,475 Est. Cost $45.38 Unrealized +204.4%
PG PROCTER AND GAMBLE CO 2.3%
Value ($000) $4,793 Shares 32,234 Est. Cost $77.61 Unrealized +71.6%
DVY ISHARES TR 2.2%
Value ($000) $4,605 Shares 39,298 Est. Cost $82.34 Unrealized
PFF ISHARES TR 1.7%
Value ($000) $3,671 Shares 117,584 Est. Cost $37.62 Unrealized
SPYM SPDR SER TR 1.7%
Value ($000) $3,532 Shares 73,352 Est. Cost $45.10 Unrealized
XLV SELECT SECTOR SPDR TR 1.5%
Value ($000) $3,211 Shares 24,807 Est. Cost $74.27 Unrealized
XLY SELECT SECTOR SPDR TR 1.5%
Value ($000) $3,101 Shares 20,737 Est. Cost $80.64 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $3,057 Shares 7,436 Est. Cost $204.88 Unrealized
VOO VANGUARD INDEX FDS 1.3%
Value ($000) $2,694 Shares 7,163 Est. Cost $412.21 Unrealized
NOBL PROSHARES TR 1.1%
Value ($000) $2,308 Shares 25,291 Est. Cost $74.75 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,295 Shares 14,807 Est. Cost $86.25 Unrealized +71.5%
MCD MCDONALDS CORP 1.0%
Value ($000) $2,042 Shares 7,304 Est. Cost $92.02 Unrealized +172.2%
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $1,954 Shares 9,573 Est. Cost $227.70 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $1,734 Shares 22,127 Est. Cost $63.23 Unrealized +19.6%
PGX INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,631 Shares 142,078 Est. Cost $11.77 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,609 Shares 14,669 Est. Cost $53.65 Unrealized +86.7%
IWM ISHARES TR 0.7%
Value ($000) $1,582 Shares 8,868 Est. Cost $153.44 Unrealized
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $1,361 Shares 26,856 Est. Cost $51.25 Unrealized
HDV ISHARES TR 0.6%
Value ($000) $1,337 Shares 13,150 Est. Cost $92.35 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,335 Shares 21,530 Est. Cost $32.88 Unrealized +68.5%
IWO ISHARES TR 0.6%
Value ($000) $1,282 Shares 5,653 Est. Cost $142.46 Unrealized
LLY LILLY ELI & CO 0.6%
Value ($000) $1,273 Shares 3,707 Est. Cost $74.63 Unrealized +342.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,262 Shares 4,088 Est. Cost $171.85 Unrealized +79.3%
MRK MERCK & CO INC 0.6%
Value ($000) $1,207 Shares 11,349 Est. Cost $42.49 Unrealized +132.3%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,129 Shares 7,478 Est. Cost $57.73 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,069 Shares 5,862 Est. Cost $82.56 Unrealized +92.2%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,016 Shares 11,660 Est. Cost $48.63 Unrealized +69.8%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $984 Shares 2,082 Est. Cost $451.15 Unrealized +1.4%
GOOG ALPHABET INC 0.4%
Value ($000) $940 Shares 9,035 Est. Cost $109.34 Unrealized -12.4%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $931 Shares 28,965 Est. Cost $23.52 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $931 Shares 2 Est. Cost $284073.40 Unrealized +64.3%
ABT ABBOTT LABS 0.4%
Value ($000) $900 Shares 8,888 Est. Cost $43.02 Unrealized +132.4%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $885 Shares 3,550 Est. Cost $287.50 Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $878 Shares 11,749 Est. Cost $52.99 Unrealized
DE DEERE & CO 0.4%
Value ($000) $859 Shares 2,081 Est. Cost $116.35 Unrealized +241.3%
WMT WALMART INC 0.4%
Value ($000) $837 Shares 5,673 Est. Cost $44.62 Unrealized +2.6%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $826 Shares 5,061 Est. Cost $81.29 Unrealized +82.6%
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $818 Shares 12,078 Est. Cost $50.91 Unrealized
REGL PROSHARES TR 0.3%
Value ($000) $740 Shares 10,461 Est. Cost $57.58 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $737 Shares 5,334 Est. Cost $141.51 Unrealized
CSX CSX CORP 0.3%
Value ($000) $722 Shares 24,112 Est. Cost $22.58 Unrealized +30.5%
SHY ISHARES TR 0.3%
Value ($000) $692 Shares 8,420 Est. Cost $86.19 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $688 Shares 6,869 Est. Cost $102.28 Unrealized -3.7%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $653 Shares 4,984 Est. Cost $101.25 Unrealized +19.2%
SPTM SPDR SER TR 0.3%
Value ($000) $631 Shares 12,513 Est. Cost $41.16 Unrealized
SPYG SPDR SER TR 0.3%
Value ($000) $597 Shares 10,783 Est. Cost $41.63 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $548 Shares 2,268 Est. Cost $135.53 Unrealized +65.3%
GLD SPDR GOLD TR 0.2%
Value ($000) $532 Shares 2,904 Est. Cost $167.38 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $501 Shares 3,302 Est. Cost $90.66 Unrealized
THOMSON REUTERS CORP. 0.2%
Value ($000) $495 Shares 3,803 Est. Cost $108.86 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $492 Shares 4,666 Est. Cost $112.26 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $484 Shares 6,284 Est. Cost $55.98 Unrealized +26.2%
PFE PFIZER INC 0.2%
Value ($000) $484 Shares 11,860 Est. Cost $22.27 Unrealized +64.1%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $480 Shares 6,388 Est. Cost $52.58 Unrealized +32.4%
T AT&T INC 0.2%
Value ($000) $467 Shares 24,259 Est. Cost $16.06 Unrealized +1.9%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $461 Shares 1,196 Est. Cost $416.72 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $460 Shares 6,640 Est. Cost $46.80 Unrealized +31.4%
IVW ISHARES TR 0.2%
Value ($000) $451 Shares 7,052 Est. Cost $78.77 Unrealized
IWC ISHARES TR 0.2%
Value ($000) $449 Shares 4,293 Est. Cost $76.06 Unrealized
V VISA INC 0.2%
Value ($000) $448 Shares 1,986 Est. Cost $211.07 Unrealized +3.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $447 Shares 4,306 Est. Cost $107.26 Unrealized -11.2%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $438 Shares 1,364 Est. Cost $246.50 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $401 Shares 1,360 Est. Cost $141.26 Unrealized +101.5%
BLACKROCK ENHANCED EQUITY DI 0.2%
Value ($000) $376 Shares 43,730 Est. Cost $7.92 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $375 Shares 2,881 Est. Cost $70.20 Unrealized +82.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $373 Shares 7,144 Est. Cost $29.51 Unrealized +52.0%
AVGO BROADCOM INC 0.2%
Value ($000) $364 Shares 568 Est. Cost $42.81 Unrealized +34.5%
NUVEEN S&P 500 BUY-WRITE INC 0.2%
Value ($000) $360 Shares 27,467 Est. Cost $13.38 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $312 Shares 1,560 Est. Cost $226.01 Unrealized -26.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $311 Shares 7,985 Est. Cost $41.50 Unrealized -21.2%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $294 Shares 1,511 Est. Cost $222.73 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $292 Shares 7,715 Est. Cost $31.56 Unrealized +9.7%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $288 Shares 1,566 Est. Cost $93.73 Unrealized +87.6%
GLW CORNING INC 0.1%
Value ($000) $264 Shares 7,496 Est. Cost $24.31 Unrealized +32.1%
QUAL ISHARES TR 0.1%
Value ($000) $262 Shares 2,112 Est. Cost $105.42 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $259 Shares 1,221 Est. Cost $222.59 Unrealized -2.6%
INTC INTEL CORP 0.1%
Value ($000) $248 Shares 7,593 Est. Cost $29.25 Unrealized -5.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $245 Shares 2,515 Est. Cost $57.11 Unrealized +52.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $244 Shares 2,360 Est. Cost $123.21 Unrealized -21.6%
DHI D R HORTON INC 0.1%
Value ($000) $242 Shares 2,473 Est. Cost $45.09 Unrealized +105.7%
SMDV PROSHARES TR 0.1%
Value ($000) $235 Shares 3,854 Est. Cost $59.26 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $230 Shares 1,035 Est. Cost $79.34 Unrealized +166.6%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $228 Shares 3,071 Est. Cost $46.72 Unrealized +63.2%
IWD ISHARES TR 0.1%
Value ($000) $224 Shares 1,468 Est. Cost $108.39 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $223 Shares 1,073 Est. Cost $281.71 Unrealized -38.1%
CANADIAN PAC RY LTD 0.1%
Value ($000) $222 Shares 2,880 Est. Cost $97.41 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $215 Shares 1,601 Est. Cost $85.69 Unrealized +35.7%
USRT ISHARES TR 0.1%
Value ($000) $214 Shares 4,237 Est. Cost $54.18 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $208 Shares 855 Est. Cost $129.71 Unrealized +67.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $202 Shares 2,060 Est. Cost $57.60 Unrealized +60.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $200 Shares 402 Est. Cost $318.29 Unrealized +48.1%
SLYG SPDR SER TR 0.1%
Value ($000) $197 Shares 2,670 Est. Cost $70.92 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $196 Shares 6,852 Est. Cost $24.67 Unrealized +23.9%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $195 Shares 2,148 Est. Cost $50.87 Unrealized +61.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $189 Shares 2,338 Est. Cost $65.20 Unrealized +14.3%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $188 Shares 2,542 Est. Cost $78.33 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $187 Shares 2,676 Est. Cost $36.16 Unrealized +69.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $185 Shares 510 Est. Cost $276.57 Unrealized +29.2%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $184 Shares 662 Est. Cost $19.44 Unrealized +11.2%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $180 Shares 68 Est. Cost $1800.63 Unrealized +33.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $179 Shares 960 Est. Cost $157.38 Unrealized +2.5%
NKE NIKE INC 0.1%
Value ($000) $175 Shares 1,428 Est. Cost $114.30 Unrealized +2.1%
PPG PPG INDS INC 0.1%
Value ($000) $174 Shares 1,303 Est. Cost $85.60 Unrealized +41.5%
ORCL ORACLE CORP 0.1%
Value ($000) $172 Shares 1,851 Est. Cost $43.86 Unrealized +93.3%
GIS GENERAL MLS INC 0.1%
Value ($000) $169 Shares 1,975 Est. Cost $41.59 Unrealized +73.0%
DEO DIAGEO PLC 0.1%
Value ($000) $168 Shares 929 Est. Cost $178.19 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $168 Shares 1,796 Est. Cost $94.85 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $166 Shares 583 Est. Cost $248.36 Unrealized +3.8%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $166 Shares 1,043 Est. Cost $175.49 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $160 Shares 2,376 Est. Cost $60.38 Unrealized +1.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $157 Shares 823 Est. Cost $129.93 Unrealized +36.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $155 Shares 3,472 Est. Cost $30.17 Unrealized +20.3%
DLB DOLBY LABORATORIES INC 0.1%
Value ($000) $153 Shares 1,793 Est. Cost $41.71 Unrealized +83.9%
ZTS ZOETIS INC 0.1%
Value ($000) $148 Shares 887 Est. Cost $184.56 Unrealized -13.8%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $146 Shares 676 Est. Cost $248.29 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $143 Shares 372 Est. Cost $450.70 Unrealized -21.1%
IJJ ISHARES TR 0.1%
Value ($000) $140 Shares 1,367 Est. Cost $101.96 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $137 Shares 1,021 Est. Cost $149.83 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $136 Shares 1,408 Est. Cost $91.80 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $132 Shares 1,898 Est. Cost $58.79 Unrealized +3.2%
ITOT ISHARES TR 0.1%
Value ($000) $130 Shares 1,432 Est. Cost $93.75 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $128 Shares 1,338 Est. Cost $53.25 Unrealized +59.3%
AZO AUTOZONE INC 0.1%
Value ($000) $128 Shares 52 Est. Cost $1107.69 Unrealized +120.2%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $128 Shares 384 Est. Cost $223.19 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $123 Shares 1,108 Est. Cost $53.04 Unrealized +122.7%
META META PLATFORMS INC 0.1%
Value ($000) $122 Shares 577 Est. Cost $255.35 Unrealized -33.8%
IJT ISHARES TR 0.1%
Value ($000) $121 Shares 1,104 Est. Cost $119.55 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $120 Shares 261 Est. Cost $264.46 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $118 Shares 1,193 Est. Cost $103.82 Unrealized -11.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $113 Shares 396 Est. Cost $156.03 Unrealized +67.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $107 Shares 157 Est. Cost $516.04 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $104 Shares 607 Est. Cost $159.28 Unrealized +8.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $100 Shares 992 Est. Cost $84.22 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $98 Shares 1,686 Est. Cost $34.28 Unrealized +64.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $98 Shares 685 Est. Cost $69.93 Unrealized +80.1%
UNP UNION PAC CORP 0.0%
Value ($000) $97 Shares 484 Est. Cost $229.12 Unrealized -17.3%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $97 Shares 1,661 Est. Cost $36.64 Unrealized +50.5%
INTU INTUIT 0.0%
Value ($000) $94 Shares 211 Est. Cost $342.09 Unrealized +17.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $86 Shares 1,031 Est. Cost $61.64 Unrealized +21.2%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $83 Shares 564 Est. Cost $161.17 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $82 Shares 2,194 Est. Cost $47.23 Unrealized -14.3%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $81 Shares 986 Est. Cost $27.90 Unrealized +172.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $80 Shares 1,752 Est. Cost $24.26 Unrealized +77.7%
DGRO ISHARES TR 0.0%
Value ($000) $77 Shares 1,532 Est. Cost $38.67 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $76 Shares 636 Est. Cost $146.39 Unrealized -10.2%
IWP ISHARES TR 0.0%
Value ($000) $76 Shares 830 Est. Cost $110.92 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $75 Shares 44 Est. Cost $26.59 Unrealized +18.2%
SNA SNAP ON INC 0.0%
Value ($000) $75 Shares 304 Est. Cost $190.45 Unrealized +18.8%
IUSG ISHARES TR 0.0%
Value ($000) $75 Shares 842 Est. Cost $62.98 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $75 Shares 435 Est. Cost $133.63 Unrealized +19.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $74 Shares 446 Est. Cost $47.62 Unrealized +234.5%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $74 Shares 1,695 Est. Cost $47.18 Unrealized -4.4%
LIN LINDE PLC 0.0%
Value ($000) $70 Shares 198 Est. Cost $322.30 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $69 Shares 284 Est. Cost $107.19 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $69 Shares 345 Est. Cost $168.50 Unrealized +26.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $68 Shares 874 Est. Cost $45.99 Unrealized +50.8%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $61 Shares 855 Est. Cost $23.78 Unrealized +20.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $61 Shares 636 Est. Cost $62.47 Unrealized +41.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $60 Shares 616 Est. Cost $115.43 Unrealized -29.5%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $60 Shares 1,331 Est. Cost $47.90 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $58 Shares 1,600 Est. Cost $47.84 Unrealized -19.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $56 Shares 239 Est. Cost $40.72 Unrealized +6.3%
MCO MOODYS CORP 0.0%
Value ($000) $56 Shares 182 Est. Cost $269.85 Unrealized +9.3%
MSCI MSCI INC 0.0%
Value ($000) $55 Shares 99 Est. Cost $379.45 Unrealized +34.8%
EQIX EQUINIX INC 0.0%
Value ($000) $54 Shares 75 Est. Cost $674.07 Unrealized -1.7%
ALLE ALLEGION PLC 0.0%
Value ($000) $54 Shares 506 Est. Cost $57.16 Unrealized +89.1%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $54 Shares 278 Est. Cost $173.51 Unrealized -8.9%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $54 Shares 700 Est. Cost $81.43 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $54 Shares 700 Est. Cost $78.57 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $53 Shares 768 Est. Cost $49.48 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 379 Est. Cost $110.36 Unrealized +29.8%
ANSYS INC 0.0%
Value ($000) $52 Shares 155 Est. Cost $218.52 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $51 Shares 1,335 Est. Cost $25.00 Unrealized +29.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $51 Shares 600 Est. Cost $48.35 Unrealized +63.2%
IJK ISHARES TR 0.0%
Value ($000) $50 Shares 705 Est. Cost $94.07 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $50 Shares 109 Est. Cost $311.76 Unrealized +46.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $50 Shares 249 Est. Cost $73.30 Unrealized +15.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $48 Shares 147 Est. Cost $280.66 Unrealized +15.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $47 Shares 368 Est. Cost $116.47 Unrealized +5.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $47 Shares 251 Est. Cost $207.17 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $46 Shares 187 Est. Cost $223.63 Unrealized +7.6%
PAVE GLOBAL X FDS 0.0%
Value ($000) $46 Shares 1,615 Est. Cost $25.50 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $46 Shares 961 Est. Cost $51.04 Unrealized -5.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $45 Shares 548 Est. Cost $75.91 Unrealized +3.6%
DOW DOW INC 0.0%
Value ($000) $45 Shares 821 Est. Cost $38.55 Unrealized +22.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $45 Shares 352 Est. Cost $127.98 Unrealized -9.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $44 Shares 2,907 Est. Cost $18.55 Unrealized -23.3%
ACM AECOM 0.0%
Value ($000) $41 Shares 487 Est. Cost $55.44 Unrealized +51.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $40 Shares 175 Est. Cost $119.66 Unrealized +82.0%
MDYV SPDR SER TR 0.0%
Value ($000) $40 Shares 602 Est. Cost $62.24 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 206 Est. Cost $211.82 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $39 Shares 560 Est. Cost $85.89 Unrealized -14.1%
CF CF INDS HLDGS INC 0.0%
Value ($000) $37 Shares 517 Est. Cost $29.47 Unrealized +159.3%
CBRE CBRE GROUP INC 0.0%
Value ($000) $37 Shares 508 Est. Cost $61.62 Unrealized +32.6%
NTR NUTRIEN LTD 0.0%
Value ($000) $37 Shares 500 Est. Cost $46.81 Unrealized +49.4%
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $37 Shares 500 Est. Cost $150.76 Unrealized -52.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $37 Shares 602 Est. Cost $71.64 Unrealized -16.6%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $37 Shares 181 Est. Cost $128.98 Unrealized +77.2%
R RYDER SYS INC 0.0%
Value ($000) $36 Shares 408 Est. Cost $55.64 Unrealized +65.4%
MET METLIFE INC 0.0%
Value ($000) $36 Shares 628 Est. Cost $36.63 Unrealized +68.6%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $35 Shares 106 Est. Cost $346.56 Unrealized -14.9%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $35 Shares 700 Est. Cost $44.79 Unrealized -2.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $35 Shares 189 Est. Cost $168.55 Unrealized +0.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $35 Shares 89 Est. Cost $316.24 Unrealized +28.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $35 Shares 76 Est. Cost $268.16 Unrealized +64.8%
DIOD DIODES INC 0.0%
Value ($000) $34 Shares 368 Est. Cost $64.51 Unrealized +38.8%
RLJ LODGING TR 0.0%
Value ($000) $34 Shares 1,358 Est. Cost $28.72 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $34 Shares 75 Est. Cost $430.13 Unrealized -1.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $33 Shares 203 Est. Cost $126.16 Unrealized +26.8%
ALB ALBEMARLE CORP 0.0%
Value ($000) $33 Shares 150 Est. Cost $111.68 Unrealized +111.1%
BCE BCE INC 0.0%
Value ($000) $33 Shares 740 Est. Cost $31.47 Unrealized +14.6%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $33 Shares 65 Est. Cost $308.64 Unrealized +45.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $32 Shares 263 Est. Cost $135.18 Unrealized -14.5%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $31 Shares 353 Est. Cost $58.88 Unrealized +52.2%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $30 Shares 545 Est. Cost $59.72 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $30 Shares 112 Est. Cost $267.86 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $29 Shares 355 Est. Cost $64.28 Unrealized
GATX GATX CORP 0.0%
Value ($000) $29 Shares 266 Est. Cost $69.49 Unrealized +49.4%
IEMG ISHARES INC 0.0%
Value ($000) $29 Shares 599 Est. Cost $54.64 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $28 Shares 504 Est. Cost $48.27 Unrealized +4.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $28 Shares 379 Est. Cost $65.64 Unrealized +14.6%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $28 Shares 183 Est. Cost $118.01 Unrealized +19.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $27 Shares 269 Est. Cost $97.58 Unrealized +2.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $27 Shares 168 Est. Cost $100.05 Unrealized +36.2%
KLAC KLA CORP 0.0%
Value ($000) $26 Shares 66 Est. Cost $287.90 Unrealized +33.1%
DOV DOVER CORP 0.0%
Value ($000) $26 Shares 169 Est. Cost $77.33 Unrealized +83.3%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $26 Shares 453 Est. Cost $41.55 Unrealized +32.7%
YUM YUM BRANDS INC 0.0%
Value ($000) $26 Shares 194 Est. Cost $115.68 Unrealized +5.2%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $26 Shares 274 Est. Cost $65.86 Unrealized +53.9%
MMM 3M CO 0.0%
Value ($000) $25 Shares 243 Est. Cost $114.60 Unrealized -25.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $25 Shares 31 Est. Cost $512.45 Unrealized +46.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $25 Shares 241 Est. Cost $82.07 Unrealized +18.3%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $25 Shares 69 Est. Cost $485.15 Unrealized -23.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $24 Shares 303 Est. Cost $70.59 Unrealized +14.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $24 Shares 132 Est. Cost $216.93 Unrealized -21.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $24 Shares 190 Est. Cost $141.90 Unrealized -5.1%
ETF MANAGERS TR 0.0%
Value ($000) $24 Shares 500 Est. Cost $60.56 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $23 Shares 716 Est. Cost $34.92 Unrealized
CDW CDW CORP 0.0%
Value ($000) $23 Shares 119 Est. Cost $143.20 Unrealized +32.1%
VMWARE INC 0.0%
Value ($000) $23 Shares 181 Est. Cost $113.95 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $22 Shares 50 Est. Cost $53.49 Unrealized +30.7%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $22 Shares 204 Est. Cost $75.15 Unrealized +29.5%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $22 Shares 163 Est. Cost $94.23 Unrealized +30.6%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $22 Shares 231 Est. Cost $69.82 Unrealized +9.2%
G GENPACT LIMITED 0.0%
Value ($000) $21 Shares 463 Est. Cost $39.55 Unrealized +13.2%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $21 Shares 137 Est. Cost $99.08 Unrealized +36.3%
CI THE CIGNA GROUP 0.0%
Value ($000) $21 Shares 83 Est. Cost $235.29 Unrealized +17.4%
MOG/A MOOG INC 0.0%
Value ($000) $21 Shares 210 Est. Cost $69.75 Unrealized +35.2%
BIO BIO RAD LABS INC 0.0%
Value ($000) $20 Shares 42 Est. Cost $569.50 Unrealized -17.8%
DRIV GLOBAL X FDS 0.0%
Value ($000) $20 Shares 839 Est. Cost $28.50 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $19 Shares 406 Est. Cost $56.32 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $19 Shares 66 Est. Cost $252.59 Unrealized +7.0%
MGA MAGNA INTL INC 0.0%
Value ($000) $19 Shares 347 Est. Cost $70.72 Unrealized -26.6%
CUBE CUBESMART 0.0%
Value ($000) $18 Shares 400 Est. Cost $39.03 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $18 Shares 484 Est. Cost $27.78 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $18 Shares 109 Est. Cost $145.06 Unrealized +0.9%
BLACK KNIGHT INC 0.0%
Value ($000) $18 Shares 306 Est. Cost $88.24 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 232 Est. Cost $47.41 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $16 Shares 106 Est. Cost $149.02 Unrealized -12.5%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 204 Est. Cost $73.52 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 83 Est. Cost $178.30 Unrealized +7.7%
C CITIGROUP INC 0.0%
Value ($000) $16 Shares 344 Est. Cost $48.90 Unrealized -9.4%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 401 Est. Cost $28.60 Unrealized +33.1%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $16 Shares 29 Est. Cost $513.25 Unrealized 0.0%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $16 Shares 400 Est. Cost $59.37 Unrealized -19.1%
WWD WOODWARD INC 0.0%
Value ($000) $15 Shares 156 Est. Cost $114.55 Unrealized -13.8%
IEFA ISHARES TR 0.0%
Value ($000) $15 Shares 222 Est. Cost $66.85 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $15 Shares 231 Est. Cost $63.53 Unrealized +11.7%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $15 Shares 450 Est. Cost $21.56 Unrealized +36.4%
CTVA CORTEVA INC 0.0%
Value ($000) $14 Shares 235 Est. Cost $43.90 Unrealized +34.7%
HUM HUMANA INC 0.0%
Value ($000) $14 Shares 29 Est. Cost $478.45 Unrealized 0.0%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 92 Est. Cost $119.57 Unrealized
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $14 Shares 120 Est. Cost $102.81 Unrealized +6.4%
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $14 Shares 530 Est. Cost $33.25 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $13 Shares 160 Est. Cost $77.45 Unrealized -1.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $13 Shares 139 Est. Cost $82.66 Unrealized +1.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $13 Shares 97 Est. Cost $103.37 Unrealized +13.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $12 Shares 118 Est. Cost $104.93 Unrealized -4.5%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $12 Shares 88 Est. Cost $130.65 Unrealized 0.0%
STERICYCLE INC 0.0%
Value ($000) $12 Shares 264 Est. Cost $60.61 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $11 Shares 127 Est. Cost $65.58 Unrealized +29.3%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $11 Shares 113 Est. Cost $105.18 Unrealized -9.4%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $10 Shares 525 Est. Cost $47.46 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $9 Shares 71 Est. Cost $114.29 Unrealized +24.0%
BX BLACKSTONE INC 0.0%
Value ($000) $9 Shares 105 Est. Cost $49.37 Unrealized +64.4%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $9 Shares 101 Est. Cost $90.65 Unrealized
OABI OMNIAB INC 0.0%
Value ($000) $9 Shares 2,450 Est. Cost $5.33 Unrealized -29.1%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $9 Shares 136 Est. Cost $46.25 Unrealized +40.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $9 Shares 15 Est. Cost $558.70 Unrealized 0.0%
ING ING GROEP N.V. 0.0%
Value ($000) $8 Shares 715 Est. Cost $11.87 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 37 Est. Cost $196.73 Unrealized -3.1%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $8 Shares 78 Est. Cost $124.50 Unrealized -15.5%
PPL PPL CORP 0.0%
Value ($000) $8 Shares 285 Est. Cost $21.12 Unrealized +21.2%
BN BROOKFIELD CORP 0.0%
Value ($000) $8 Shares 233 Est. Cost $22.07 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $62.27 Unrealized +22.3%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $33.09 Unrealized 0.0%
TOTALENERGIES SE 0.0%
Value ($000) $7 Shares 116 Est. Cost $59.05 Unrealized
ALC ALCON AG 0.0%
Value ($000) $7 Shares 94 Est. Cost $70.46 Unrealized 0.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $7 Shares 105 Est. Cost $78.01 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $7 Shares 110 Est. Cost $51.33 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 798 Est. Cost $8.14 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $6 Shares 248 Est. Cost $26.27 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $6 Shares 118 Est. Cost $89.68 Unrealized -32.7%
BAP CREDICORP LTD 0.0%
Value ($000) $6 Shares 48 Est. Cost $123.68 Unrealized 0.0%
SRVR PACER FDS TR 0.0%
Value ($000) $6 Shares 201 Est. Cost $39.99 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6 Shares 120 Est. Cost $49.39 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 18 Est. Cost $299.93 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $5 Shares 8 Est. Cost $669.13 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $5 Shares 10 Est. Cost $530.10 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $5 Shares 21 Est. Cost $224.08 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $5 Shares 100 Est. Cost $51.93 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $343.70 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $5 Shares 56 Est. Cost $92.00 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $5 Shares 32 Est. Cost $152.30 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $330.57 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $5 Shares 7 Est. Cost $621.54 Unrealized 0.0%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $133.12 Unrealized 0.0%
TEX TEREX CORP NEW 0.0%
Value ($000) $4 Shares 92 Est. Cost $41.36 Unrealized +23.6%
AME AMETEK INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $139.44 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $4 Shares 341 Est. Cost $10.20 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $4 Shares 38 Est. Cost $101.94 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $4 Shares 70 Est. Cost $60.72 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $189.14 Unrealized 0.0%
AN AUTONATION INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $128.33 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $205.89 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $227.95 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $424.39 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $4 Shares 104 Est. Cost $28.56 Unrealized +11.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $104.30 Unrealized 0.0%
IMKTA INGLES MKTS INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $88.13 Unrealized +2.4%
MARATHON OIL CORP 0.0%
Value ($000) $4 Shares 158 Est. Cost $23.96 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $123.77 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $4 Shares 11 Est. Cost $164.72 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $347.27 Unrealized -9.7%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $4 Shares 82 Est. Cost $41.55 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $4 Shares 85 Est. Cost $37.40 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $4 Shares 78 Est. Cost $44.75 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $4 Shares 37 Est. Cost $65.91 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $54.69 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $270.53 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $82.68 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $177.79 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $3 Shares 43 Est. Cost $78.47 Unrealized -5.2%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $3 Shares 112 Est. Cost $34.37 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $3 Shares 23 Est. Cost $138.91 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $3 Shares 11 Est. Cost $260.60 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $150.99 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.13 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $87.09 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $3 Shares 62 Est. Cost $70.22 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $285.86 Unrealized -13.8%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.65 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $3 Shares 14 Est. Cost $207.77 Unrealized 0.0%
JUNIPER NETWORKS INC 0.0%
Value ($000) $3 Shares 86 Est. Cost $34.42 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $3 Shares 171 Est. Cost $15.98 Unrealized -2.7%
KEY KEYCORP 0.0%
Value ($000) $3 Shares 224 Est. Cost $14.35 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $3 Shares 6 Est. Cost $107.49 Unrealized 0.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $56.43 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $3 Shares 22 Est. Cost $111.93 Unrealized 0.0%
APTIV PLC 0.0%
Value ($000) $3 Shares 24 Est. Cost $112.21 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $3 Shares 16 Est. Cost $154.96 Unrealized 0.0%
WOLFSPEED INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $64.95 Unrealized
WAB WABTEC 0.0%
Value ($000) $3 Shares 26 Est. Cost $100.52 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $3 Shares 32 Est. Cost $38.49 Unrealized 0.0%
WEX WEX INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $182.16 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $478.56 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $85.61 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 134 Est. Cost $15.24 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $39.99 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $255.40 Unrealized 0.0%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $2 Shares 90 Est. Cost $27.44 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $2 Shares 14 Est. Cost $154.59 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $2 Shares 28 Est. Cost $79.03 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $2 Shares 11 Est. Cost $188.38 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $2 Shares 33 Est. Cost $57.32 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.91 Unrealized 0.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $322.16 Unrealized 0.0%
LEN/B LENNAR CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $75.75 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $92.73 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $57.76 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $170.53 Unrealized 0.0%
RMD RESMED INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $211.24 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $2 Shares 40 Est. Cost $44.82 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $130.82 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $2 Shares 13 Est. Cost $136.28 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 9 Est. Cost $212.09 Unrealized 0.0%
UHAL/B U HAUL HOLDING COMPANY 0.0%
Value ($000) $2 Shares 36 Est. Cost $56.73 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $202.58 Unrealized 0.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $2 Shares 17 Est. Cost $110.53 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $153.48 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $2 Shares 72 Est. Cost $27.26 Unrealized 0.0%
PIONEER NAT RES CO 0.0%
Value ($000) $2 Shares 9 Est. Cost $204.22 Unrealized
SRE SEMPRA 0.0%
Value ($000) $2 Shares 12 Est. Cost $69.76 Unrealized 0.0%
PVH PVH CORPORATION 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.15 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $55.14 Unrealized 0.0%
GDDY GODADDY INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $77.19 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 54 Est. Cost $34.65 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 154 Est. Cost $19.48 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $12.16 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $404.52 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 41 Est. Cost $35.85 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $55.41 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $218.70 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 40 Est. Cost $34.19 Unrealized 0.0%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $125.09 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $89.86 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.55 Unrealized 0.0%
LKQ LKQ CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $51.91 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1 Shares 47 Est. Cost $28.59 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $192.20 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $87.60 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $111.94 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $290.04 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $198.81 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $1 Shares 10 Est. Cost $114.48 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.89 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $145.09 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $135.20 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $59.16 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $1 Shares 43 Est. Cost $28.29 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $52.54 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $164.97 Unrealized 0.0%
FMC FMC CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $111.70 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $71.51 Unrealized 0.0%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $1 Shares 11 Est. Cost $109.18 Unrealized
GAP GAP INC 0.0%
Value ($000) $1 Shares 117 Est. Cost $10.91 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $339.53 Unrealized 0.0%
OC OWENS CORNING NEW 0.0%
Value ($000) $1 Shares 12 Est. Cost $94.64 Unrealized 0.0%
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $1 Shares 17 Est. Cost $63.15 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 122 Est. Cost $8.20 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.91 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $43.94 Unrealized 0.0%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $63.25 Unrealized 0.0%
SEAGEN INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $202.40 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.50 Unrealized 0.0%
WRB BERKLEY W R CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.60 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $63.29 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.08 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $101.02 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $41.65 Unrealized 0.0%
MDB MONGODB INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $209.86 Unrealized 0.0%
SYNOVUS FINL CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.83 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $25.73 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $1 Shares 63 Est. Cost $14.64 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $1 Shares 8 Est. Cost $101.66 Unrealized 0.0%
PLNT PLANET FITNESS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $79.87 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 11 Est. Cost $74.82 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $203.94 Unrealized 0.0%
CRNC CERENCE INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $25.67 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 8 Est. Cost $67.50 Unrealized
ESS TECH INC 0.0%
Value ($000) $0 Shares 302 Est. Cost $9.93 Unrealized
IAC IAC INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.82 Unrealized 0.0%