Acorn Wealth Advisors, LLC Diversified Active

CIK: 0001730610 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 7, 2024

Total Value ($000): $168,716 (100.0% shares, 0.0% debt)

Holdings (186)

SCHD SCHWAB STRATEGIC TR 7.1%
Value ($000) $12,000 Shares 157,628 Est. Cost $54.39 Unrealized
BND VANGUARD BD INDEX FDS 7.0%
Value ($000) $11,886 Shares 161,607 Est. Cost $70.98 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $5,730 Shares 15,238 Est. Cost $107.46 Unrealized +226.0%
MOAT VANECK ETF TRUST 3.2%
Value ($000) $5,420 Shares 63,868 Est. Cost $62.02 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.6%
Value ($000) $4,376 Shares 25,684 Est. Cost $130.21 Unrealized
SCHM SCHWAB STRATEGIC TR 2.5%
Value ($000) $4,146 Shares 55,046 Est. Cost $58.55 Unrealized
USMV ISHARES TR 2.4%
Value ($000) $4,053 Shares 51,941 Est. Cost $56.80 Unrealized
XLK SELECT SECTOR SPDR TR 2.2%
Value ($000) $3,793 Shares 19,708 Est. Cost $113.85 Unrealized
DFCF DIMENSIONAL ETF TRUST 2.2%
Value ($000) $3,731 Shares 87,986 Est. Cost $42.30 Unrealized
VHT VANGUARD WORLD FDS 2.1%
Value ($000) $3,612 Shares 14,410 Est. Cost $233.43 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $3,423 Shares 17,781 Est. Cost $94.93 Unrealized +92.6%
DFSD DIMENSIONAL ETF TRUST 1.6%
Value ($000) $2,723 Shares 57,925 Est. Cost $46.17 Unrealized
VB VANGUARD INDEX FDS 1.5%
Value ($000) $2,526 Shares 11,841 Est. Cost $150.93 Unrealized
XOP SPDR SER TR 1.5%
Value ($000) $2,505 Shares 18,296 Est. Cost $118.12 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $2,492 Shares 45,323 Est. Cost $54.86 Unrealized
VTI VANGUARD INDEX FDS 1.4%
Value ($000) $2,409 Shares 10,156 Est. Cost $177.79 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $2,291 Shares 14,519 Est. Cost $119.68 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.3%
Value ($000) $2,248 Shares 35,879 Est. Cost $50.10 Unrealized
PULS PGIM ETF TR 1.3%
Value ($000) $2,142 Shares 43,365 Est. Cost $49.37 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $2,098 Shares 41,766 Est. Cost $50.29 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,050 Shares 68,834 Est. Cost $48.10 Unrealized
BX BLACKSTONE INC 1.2%
Value ($000) $2,033 Shares 15,526 Est. Cost $60.66 Unrealized +68.3%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $2,009 Shares 11,808 Est. Cost $84.84 Unrealized +70.8%
DFUS DIMENSIONAL ETF TRUST 1.0%
Value ($000) $1,719 Shares 33,175 Est. Cost $42.89 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $1,694 Shares 17,873 Est. Cost $58.72 Unrealized
QUAL ISHARES TR 1.0%
Value ($000) $1,694 Shares 11,513 Est. Cost $105.35 Unrealized
SCHB SCHWAB STRATEGIC TR 0.9%
Value ($000) $1,555 Shares 27,925 Est. Cost $61.06 Unrealized
LOW LOWES COS INC 0.9%
Value ($000) $1,481 Shares 6,656 Est. Cost $89.42 Unrealized +117.8%
HD HOME DEPOT INC 0.8%
Value ($000) $1,312 Shares 3,787 Est. Cost $174.84 Unrealized +68.0%
SHY ISHARES TR 0.8%
Value ($000) $1,286 Shares 15,671 Est. Cost $82.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,267 Shares 3,552 Est. Cost $201.22 Unrealized +74.4%
DFAU DIMENSIONAL ETF TRUST 0.7%
Value ($000) $1,244 Shares 37,408 Est. Cost $30.57 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $1,172 Shares 3,963 Est. Cost $142.48 Unrealized +76.3%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $1,170 Shares 2,462 Est. Cost $283.03 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,039 Shares 29,609 Est. Cost $31.91 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,031 Shares 38,787 Est. Cost $26.57 Unrealized
CSX CSX CORP 0.6%
Value ($000) $1,012 Shares 29,202 Est. Cost $26.05 Unrealized +18.5%
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $977 Shares 26,439 Est. Cost $35.51 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $912 Shares 6,099 Est. Cost $144.33 Unrealized
LQIG SPDR SER TR 0.5%
Value ($000) $908 Shares 9,334 Est. Cost $95.33 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $890 Shares 5,441 Est. Cost $106.15 Unrealized +33.3%
REGL PROSHARES TR 0.5%
Value ($000) $888 Shares 12,070 Est. Cost $59.13 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $886 Shares 1,788 Est. Cost $16.57 Unrealized +179.5%
FVD FIRST TR VALUE LINE DIVID IN 0.5%
Value ($000) $878 Shares 21,635 Est. Cost $32.56 Unrealized
EFAV ISHARES TR 0.5%
Value ($000) $828 Shares 11,946 Est. Cost $73.51 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $820 Shares 18,379 Est. Cost $48.39 Unrealized
FSK FS KKR CAP CORP 0.5%
Value ($000) $801 Shares 40,119 Est. Cost $11.93 Unrealized +18.6%
OUSM ALPS ETF TR 0.4%
Value ($000) $747 Shares 19,077 Est. Cost $32.36 Unrealized
GLDM WORLD GOLD TR 0.4%
Value ($000) $746 Shares 18,242 Est. Cost $35.86 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $738 Shares 4,858 Est. Cost $124.79 Unrealized +12.3%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $732 Shares 1,787 Est. Cost $267.20 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.4%
Value ($000) $724 Shares 25,271 Est. Cost $27.62 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $724 Shares 1,657 Est. Cost $419.83 Unrealized
DIAL COLUMBIA ETF TR I 0.4%
Value ($000) $700 Shares 38,795 Est. Cost $18.05 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $700 Shares 1,379 Est. Cost $363.45 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $695 Shares 8,149 Est. Cost $72.38 Unrealized
IGSB ISHARES TR 0.4%
Value ($000) $693 Shares 13,520 Est. Cost $50.11 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $673 Shares 9,597 Est. Cost $53.93 Unrealized +18.2%
FLBL FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $661 Shares 27,223 Est. Cost $23.57 Unrealized
USOI CREDIT SUISSE NASSAU BRANCH 0.4%
Value ($000) $653 Shares 9,370 Est. Cost $77.75 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $650 Shares 4,436 Est. Cost $85.44 Unrealized +64.6%
DIS DISNEY WALT CO 0.4%
Value ($000) $624 Shares 6,913 Est. Cost $101.96 Unrealized -15.5%
GLD SPDR GOLD TR 0.3%
Value ($000) $590 Shares 3,085 Est. Cost $148.05 Unrealized
CMS CMS ENERGY CORP 0.3%
Value ($000) $589 Shares 10,144 Est. Cost $41.93 Unrealized +24.7%
NOBL PROSHARES TR 0.3%
Value ($000) $586 Shares 6,155 Est. Cost $68.43 Unrealized
DTE DTE ENERGY CO 0.3%
Value ($000) $586 Shares 5,311 Est. Cost $90.55 Unrealized +4.8%
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $575 Shares 12,171 Est. Cost $61.67 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $565 Shares 11,241 Est. Cost $37.47 Unrealized +6.9%
SIVR ABRDN SILVER ETF TRUST 0.3%
Value ($000) $561 Shares 24,652 Est. Cost $20.78 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $554 Shares 6,716 Est. Cost $45.37 Unrealized +69.7%
MRK MERCK & CO INC 0.3%
Value ($000) $548 Shares 5,031 Est. Cost $46.63 Unrealized +107.6%
IWB ISHARES TR 0.3%
Value ($000) $534 Shares 2,038 Est. Cost $152.11 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $526 Shares 6,338 Est. Cost $75.97 Unrealized
PFFD GLOBAL X FDS 0.3%
Value ($000) $519 Shares 26,766 Est. Cost $25.47 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $509 Shares 10,534 Est. Cost $49.54 Unrealized
F FORD MTR CO DEL 0.3%
Value ($000) $497 Shares 40,741 Est. Cost $7.96 Unrealized +21.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $492 Shares 3,137 Est. Cost $125.85 Unrealized +14.1%
SPIB SPDR SER TR 0.3%
Value ($000) $472 Shares 14,367 Est. Cost $35.66 Unrealized
CWB SPDR SER TR 0.3%
Value ($000) $472 Shares 6,537 Est. Cost $62.32 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $458 Shares 5,440 Est. Cost $56.70 Unrealized +33.4%
RSPT INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $455 Shares 13,948 Est. Cost $42.73 Unrealized
HYGV FLEXSHARES TR 0.3%
Value ($000) $451 Shares 11,026 Est. Cost $39.93 Unrealized
MEOH METHANEX CORP 0.3%
Value ($000) $450 Shares 9,500 Est. Cost $21.23 Unrealized +104.8%
SKYY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $446 Shares 5,090 Est. Cost $67.01 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $443 Shares 8,769 Est. Cost $36.38 Unrealized +31.9%
SPYV SPDR SER TR 0.3%
Value ($000) $435 Shares 9,337 Est. Cost $41.26 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $434 Shares 4,013 Est. Cost $84.05 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $425 Shares 24,115 Est. Cost $10.39 Unrealized +47.5%
TSLA TESLA INC 0.3%
Value ($000) $423 Shares 1,702 Est. Cost $233.45 Unrealized +1.8%
SMDV PROSHARES TR 0.3%
Value ($000) $423 Shares 6,499 Est. Cost $55.38 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $422 Shares 1,716 Est. Cost $108.15 Unrealized +93.5%
PAVE GLOBAL X FDS 0.2%
Value ($000) $416 Shares 12,082 Est. Cost $26.63 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $416 Shares 1,174 Est. Cost $169.12 Unrealized +91.2%
SMOT VANECK ETF TRUST 0.2%
Value ($000) $407 Shares 12,913 Est. Cost $29.18 Unrealized
T AT&T INC 0.2%
Value ($000) $402 Shares 23,958 Est. Cost $15.58 Unrealized -8.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $394 Shares 2,821 Est. Cost $109.39 Unrealized +21.9%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $391 Shares 5,050 Est. Cost $80.10 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $388 Shares 856 Est. Cost $265.29 Unrealized +57.3%
SGOL ABRDN GOLD ETF TRUST 0.2%
Value ($000) $376 Shares 19,071 Est. Cost $17.88 Unrealized
ACWX ISHARES TR 0.2%
Value ($000) $374 Shares 7,324 Est. Cost $54.32 Unrealized
ICVT ISHARES TR 0.2%
Value ($000) $370 Shares 4,705 Est. Cost $84.33 Unrealized
STWD STARWOOD PPTY TR INC 0.2%
Value ($000) $367 Shares 17,477 Est. Cost $19.93 Unrealized
SPTL SPDR SER TR 0.2%
Value ($000) $359 Shares 12,367 Est. Cost $26.63 Unrealized
BA BOEING CO 0.2%
Value ($000) $358 Shares 1,375 Est. Cost $165.33 Unrealized +29.4%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $358 Shares 9,506 Est. Cost $34.42 Unrealized -9.9%
DOW DOW INC 0.2%
Value ($000) $353 Shares 6,442 Est. Cost $46.93 Unrealized -4.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $350 Shares 6,813 Est. Cost $46.46 Unrealized +1.2%
BNDW VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $344 Shares 4,971 Est. Cost $81.34 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $340 Shares 8,439 Est. Cost $33.83 Unrealized +2.9%
PTRB PGIM ETF TR 0.2%
Value ($000) $339 Shares 8,070 Est. Cost $41.95 Unrealized
SCHY SCHWAB STRATEGIC TR 0.2%
Value ($000) $337 Shares 13,700 Est. Cost $23.52 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $336 Shares 4,463 Est. Cost $69.84 Unrealized
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $336 Shares 9,760 Est. Cost $22.16 Unrealized +32.1%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $333 Shares 8,110 Est. Cost $46.64 Unrealized
SPYG SPDR SER TR 0.2%
Value ($000) $332 Shares 5,101 Est. Cost $59.28 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $330 Shares 565 Est. Cost $430.53 Unrealized +33.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $324 Shares 3,242 Est. Cost $86.01 Unrealized +13.5%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $323 Shares 4,605 Est. Cost $60.38 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $321 Shares 9,448 Est. Cost $31.01 Unrealized
MDYV SPDR SER TR 0.2%
Value ($000) $315 Shares 4,286 Est. Cost $56.87 Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $314 Shares 6,844 Est. Cost $51.41 Unrealized
DBEF DBX ETF TR 0.2%
Value ($000) $314 Shares 8,489 Est. Cost $34.90 Unrealized
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $311 Shares 3,288 Est. Cost $42.33 Unrealized +110.9%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $306 Shares 632 Est. Cost $390.30 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $304 Shares 2,218 Est. Cost $124.01 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $302 Shares 1,612 Est. Cost $124.63 Unrealized +26.0%
PFE PFIZER INC 0.2%
Value ($000) $301 Shares 10,466 Est. Cost $26.07 Unrealized +1.2%
FTNT FORTINET INC 0.2%
Value ($000) $296 Shares 5,061 Est. Cost $53.33 Unrealized +3.6%
ADBE ADOBE INC 0.2%
Value ($000) $295 Shares 495 Est. Cost $402.84 Unrealized +43.2%
SHYG ISHARES TR 0.2%
Value ($000) $295 Shares 6,979 Est. Cost $41.48 Unrealized
DEM WISDOMTREE TR 0.2%
Value ($000) $294 Shares 7,236 Est. Cost $42.43 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $294 Shares 3,047 Est. Cost $96.40 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $287 Shares 4,866 Est. Cost $39.84 Unrealized +33.7%
IJH ISHARES TR 0.2%
Value ($000) $286 Shares 1,033 Est. Cost $277.04 Unrealized
BLACKROCK MUNIYIELD MICH QU 0.2%
Value ($000) $283 Shares 24,943 Est. Cost $13.56 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $280 Shares 2,531 Est. Cost $107.29 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $279 Shares 6,067 Est. Cost $44.11 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $279 Shares 5,986 Est. Cost $53.10 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $278 Shares 1,193 Est. Cost $163.48 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $277 Shares 1,854 Est. Cost $103.34 Unrealized +33.3%
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $272 Shares 5,060 Est. Cost $42.75 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $272 Shares 1,757 Est. Cost $74.18 Unrealized +83.0%
ENB ENBRIDGE INC 0.2%
Value ($000) $270 Shares 7,503 Est. Cost $33.61 Unrealized -12.5%
LONZ PIMCO ETF TR 0.2%
Value ($000) $269 Shares 5,330 Est. Cost $50.34 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $268 Shares 1,962 Est. Cost $128.52 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $267 Shares 1,893 Est. Cost $115.08 Unrealized +17.0%
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $267 Shares 4,472 Est. Cost $59.62 Unrealized
LISTED FD TR 0.2%
Value ($000) $264 Shares 6,909 Est. Cost $38.21 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $262 Shares 3,624 Est. Cost $48.56 Unrealized +32.4%
IGIB ISHARES TR 0.2%
Value ($000) $262 Shares 5,041 Est. Cost $48.88 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $262 Shares 2,543 Est. Cost $88.68 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $254 Shares 1,266 Est. Cost $200.46 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $254 Shares 848 Est. Cost $219.76 Unrealized +25.1%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $253 Shares 10,479 Est. Cost $23.31 Unrealized
GNL GLOBAL NET LEASE INC 0.1%
Value ($000) $250 Shares 25,145 Est. Cost $16.86 Unrealized
PFFV GLOBAL X FDS 0.1%
Value ($000) $249 Shares 10,758 Est. Cost $22.79 Unrealized
QLTA ISHARES TR 0.1%
Value ($000) $248 Shares 5,159 Est. Cost $55.11 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $245 Shares 4,112 Est. Cost $59.42 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $245 Shares 789 Est. Cost $250.67 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $245 Shares 1,692 Est. Cost $118.34 Unrealized 0.0%
IHI ISHARES TR 0.1%
Value ($000) $241 Shares 4,464 Est. Cost $84.47 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $237 Shares 6,308 Est. Cost $25.31 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $235 Shares 1,838 Est. Cost $65.91 Unrealized +38.8%
PFXF VANECK ETF TRUST 0.1%
Value ($000) $234 Shares 13,624 Est. Cost $17.64 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $233 Shares 13,434 Est. Cost $16.83 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $232 Shares 2,154 Est. Cost $124.35 Unrealized
KR KROGER CO 0.1%
Value ($000) $230 Shares 5,023 Est. Cost $42.96 Unrealized -1.3%
MSB MESABI TR 0.1%
Value ($000) $225 Shares 11,000 Est. Cost $20.07 Unrealized
KELLANOVA 0.1%
Value ($000) $224 Shares 4,015 Est. Cost $60.76 Unrealized -19.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $224 Shares 4,554 Est. Cost $41.03 Unrealized 0.0%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $224 Shares 2,822 Est. Cost $79.35 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $218 Shares 9,448 Est. Cost $26.36 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $217 Shares 1,280 Est. Cost $161.73 Unrealized -4.9%
SPMB SPDR SER TR 0.1%
Value ($000) $216 Shares 9,797 Est. Cost $20.80 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $215 Shares 4,180 Est. Cost $28.42 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $213 Shares 323 Est. Cost $573.49 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $211 Shares 812 Est. Cost $234.24 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $209 Shares 7,139 Est. Cost $29.23 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $208 Shares 10,061 Est. Cost $17.75 Unrealized
QHY WISDOMTREE TR 0.1%
Value ($000) $204 Shares 4,500 Est. Cost $45.42 Unrealized
DE DEERE & CO 0.1%
Value ($000) $204 Shares 510 Est. Cost $369.10 Unrealized -1.1%
PGHY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $200 Shares 10,225 Est. Cost $18.89 Unrealized
EATON VANCE TX ADV GLBL DIV 0.1%
Value ($000) $174 Shares 10,184 Est. Cost $16.12 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $131 Shares 11,887 Est. Cost $14.79 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $43 Shares 10,300 Est. Cost $3.61 Unrealized +17.7%
VERU INC 0.0%
Value ($000) $9 Shares 13,000 Est. Cost $0.72 Unrealized