Morningstar Investment Management LLC Diversified Active

CIK: 0001673385 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $870 (100.0% shares, 0.0% debt)

Holdings (198)

GOVT ISHARES TR 16.6%
Value ($000) $145 Shares 6,282,837 Est. Cost $0.02 Unrealized
SCHO SCHWAB STRATEGIC TR 10.6%
Value ($000) $92 Shares 1,901,748 Est. Cost $31.49 Unrealized
VHT VANGUARD WORLD FDS 9.9%
Value ($000) $86 Shares 342,511 Est. Cost $41.19 Unrealized
GOOGL ALPHABET INC 6.6%
Value ($000) $57 Shares 409,436 Est. Cost $103.65 Unrealized +28.6%
VTI VANGUARD INDEX FDS 5.9%
Value ($000) $51 Shares 216,718 Est. Cost $62.03 Unrealized
VDC VANGUARD WORLD FDS 4.6%
Value ($000) $40 Shares 211,385 Est. Cost $65.22 Unrealized
XLB SELECT SECTOR SPDR TR 3.1%
Value ($000) $27 Shares 318,769 Est. Cost $0.08 Unrealized
META META PLATFORMS INC 2.8%
Value ($000) $25 Shares 69,227 Est. Cost $195.57 Unrealized +65.4%
MSFT MICROSOFT CORP 2.7%
Value ($000) $24 Shares 63,034 Est. Cost $289.24 Unrealized +21.1%
AAPL APPLE INC 2.6%
Value ($000) $22 Shares 116,087 Est. Cost $153.03 Unrealized +19.5%
FNDE SCHWAB STRATEGIC TR 2.0%
Value ($000) $18 Shares 656,495 Est. Cost $12.06 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $14 Shares 92,668 Est. Cost $125.16 Unrealized +12.0%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $11 Shares 243,276 Est. Cost $32.77 Unrealized +22.3%
VZ VERIZON COMMUNICATION INC 1.2%
Value ($000) $10 Shares 270,977 Est. Cost $31.33 Unrealized -1.1%
KXI ISHARES TR 1.1%
Value ($000) $10 Shares 168,014 Est. Cost $0.06 Unrealized
EWY ISHARES INC 1.0%
Value ($000) $9 Shares 135,523 Est. Cost $12.92 Unrealized
SCHR SCHWAB STRATEGIC TR 1.0%
Value ($000) $9 Shares 175,626 Est. Cost $25.92 Unrealized
DIS DISNEY WALT CO 1.0%
Value ($000) $9 Shares 96,132 Est. Cost $94.54 Unrealized -8.8%
LNG CHENIERE ENERGY INC 0.6%
Value ($000) $6 Shares 33,045 Est. Cost $81.34 Unrealized +111.3%
EPD ENTERPRISE PRODS PARTNERS L 0.6%
Value ($000) $6 Shares 212,732 Est. Cost $0.28 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $6 Shares 90,083 Est. Cost $62.33 Unrealized
OKE ONEOK INC NEW 0.6%
Value ($000) $5 Shares 74,208 Est. Cost $47.56 Unrealized +26.9%
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $5 Shares 288,564 Est. Cost $13.70 Unrealized +11.9%
WMB WILLIAMS COS INC 0.6%
Value ($000) $5 Shares 142,442 Est. Cost $21.13 Unrealized +52.2%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $5 Shares 100,396 Est. Cost $41.03 Unrealized 0.0%
NFLX NETFLIX INC 0.5%
Value ($000) $5 Shares 9,542 Est. Cost $32.79 Unrealized +33.1%
BAC BANK AMERICA CORP 0.5%
Value ($000) $4 Shares 117,040 Est. Cost $27.61 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $4 Shares 81,711 Est. Cost $15.65 Unrealized
TMUS T-MOBILE US INC 0.4%
Value ($000) $4 Shares 23,411 Est. Cost $138.84 Unrealized +3.1%
USB US BANCORP DEL 0.4%
Value ($000) $4 Shares 83,833 Est. Cost $33.34 Unrealized -0.7%
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $3 Shares 22,484 Est. Cost $121.36 Unrealized -1.2%
ET ENERGY TRANSFER L P 0.4%
Value ($000) $3 Shares 250,633 Est. Cost $0.01 Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $3 Shares 36,600 Est. Cost $75.08 Unrealized -0.4%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $3 Shares 17,951 Est. Cost $144.89 Unrealized 0.0%
TFC TRUIST FINL CORP 0.3%
Value ($000) $3 Shares 82,370 Est. Cost $28.22 Unrealized 0.0%
PDD PDD HOLDINGS INC 0.3%
Value ($000) $3 Shares 19,859 Est. Cost $18.41 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $3 Shares 7,464 Est. Cost $317.74 Unrealized 0.0%
FLBR FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $3 Shares 136,893 Est. Cost $4.44 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $3 Shares 28,512 Est. Cost $85.88 Unrealized +13.6%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $3 Shares 45,007 Est. Cost $0.06 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $3 Shares 35,486 Est. Cost $69.22 Unrealized
MTB M & T BK CORP 0.3%
Value ($000) $3 Shares 19,525 Est. Cost $117.30 Unrealized 0.0%
C CITIGROUP INC 0.3%
Value ($000) $3 Shares 51,128 Est. Cost $41.35 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.3%
Value ($000) $3 Shares 206,676 Est. Cost $9.98 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $2 Shares 19,044 Est. Cost $104.53 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.3%
Value ($000) $2 Shares 152,560 Est. Cost $0.01 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $2 Shares 65,427 Est. Cost $25.54 Unrealized 0.0%
TME TENCENT MUSIC ENTMT GROUP 0.3%
Value ($000) $2 Shares 247,768 Est. Cost $3.15 Unrealized
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $2 Shares 16,203 Est. Cost $123.71 Unrealized +5.7%
EQUITRANS MIDSTREAM CORP 0.2%
Value ($000) $2 Shares 210,260 Est. Cost $0.01 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $2 Shares 41,042 Est. Cost $43.67 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $2 Shares 63,748 Est. Cost $25.22 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $2 Shares 25,044 Est. Cost $70.30 Unrealized -1.7%
TRGP TARGA RES CORP 0.2%
Value ($000) $2 Shares 23,889 Est. Cost $60.71 Unrealized +35.1%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $2 Shares 134,090 Est. Cost $0.01 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $2 Shares 33,276 Est. Cost $53.96 Unrealized -1.3%
MPLX MPLX LP 0.2%
Value ($000) $2 Shares 49,876 Est. Cost $0.03 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $2 Shares 6,089 Est. Cost $256.04 Unrealized +1.0%
KEY KEYCORP 0.2%
Value ($000) $2 Shares 116,616 Est. Cost $10.65 Unrealized 0.0%
CME CME GROUP INC 0.2%
Value ($000) $2 Shares 7,775 Est. Cost $159.51 Unrealized +22.0%
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2 Shares 26,901 Est. Cost $0.06 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $2 Shares 8,952 Est. Cost $156.40 Unrealized -1.7%
AMGN AMGEN INC 0.2%
Value ($000) $2 Shares 5,243 Est. Cost $222.40 Unrealized +14.7%
ABBV ABBVIE INC 0.2%
Value ($000) $1 Shares 9,666 Est. Cost $135.25 Unrealized +0.4%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1 Shares 20,577 Est. Cost $65.24 Unrealized -1.4%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1 Shares 11,126 Est. Cost $122.66 Unrealized -9.3%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1 Shares 5,099 Est. Cost $205.34 Unrealized +14.1%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1 Shares 18,910 Est. Cost $56.12 Unrealized 0.0%
TCOM TRIP COM GROUP LTD 0.1%
Value ($000) $1 Shares 35,958 Est. Cost $12.24 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $1 Shares 11,795 Est. Cost $90.62 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1 Shares 15,603 Est. Cost $71.92 Unrealized +0.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1 Shares 15,991 Est. Cost $69.09 Unrealized -5.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 21,955 Est. Cost $52.48 Unrealized -10.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1 Shares 6,530 Est. Cost $155.38 Unrealized -6.4%
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $1 Shares 88,535 Est. Cost $6.85 Unrealized +60.8%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1 Shares 6,138 Est. Cost $158.86 Unrealized +2.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1 Shares 7,220 Est. Cost $140.95 Unrealized -2.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1 Shares 11,012 Est. Cost $82.04 Unrealized +7.4%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 37,016 Est. Cost $34.98 Unrealized -24.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1 Shares 8,213 Est. Cost $110.43 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1 Shares 31,543 Est. Cost $30.37 Unrealized -3.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1 Shares 12,705 Est. Cost $72.91 Unrealized -1.6%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1 Shares 52,095 Est. Cost $15.05 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 2,130 Est. Cost $431.49 Unrealized -3.3%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $1 Shares 11,743 Est. Cost $79.90 Unrealized -10.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1 Shares 11,215 Est. Cost $76.04 Unrealized -6.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1 Shares 3,504 Est. Cost $213.99 Unrealized +6.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 22,595 Est. Cost $36.57 Unrealized -4.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 9,192 Est. Cost $85.15 Unrealized -1.5%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1 Shares 5,552 Est. Cost $151.99 Unrealized -5.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1 Shares 4,099 Est. Cost $175.56 Unrealized -1.8%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $1 Shares 893 Est. Cost $61.12 Unrealized +3.4%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 1,544 Est. Cost $445.37 Unrealized +14.1%
CMA COMERICA INC 0.1%
Value ($000) $1 Shares 14,977 Est. Cost $40.68 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1 Shares 1,951 Est. Cost $397.11 Unrealized 0.0%
CCI CROWN CASTLE INC 0.1%
Value ($000) $1 Shares 7,165 Est. Cost $101.91 Unrealized -10.9%
AZO AUTOZONE INC 0.1%
Value ($000) $1 Shares 303 Est. Cost $2552.51 Unrealized +1.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1 Shares 4,959 Est. Cost $151.24 Unrealized -11.2%
STT STATE STR CORP 0.1%
Value ($000) $1 Shares 10,058 Est. Cost $64.81 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1 Shares 5,303 Est. Cost $129.79 Unrealized +8.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1 Shares 8,227 Est. Cost $81.80 Unrealized +2.3%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $1 Shares 7,781 Est. Cost $37.96 Unrealized +14.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $1 Shares 15,241 Est. Cost $45.77 Unrealized +4.8%
BLACKROCK INC 0.1%
Value ($000) $1 Shares 928 Est. Cost $0.70 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $1 Shares 666 Est. Cost $47.61 Unrealized +93.7%
PCAR PACCAR INC 0.1%
Value ($000) $1 Shares 7,575 Est. Cost $66.70 Unrealized +22.6%
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 10,487 Est. Cost $65.30 Unrealized -2.4%
ETN EATON CORP PLC 0.1%
Value ($000) $1 Shares 3,003 Est. Cost $171.23 Unrealized +25.9%
HSY HERSHEY CO 0.1%
Value ($000) $1 Shares 3,594 Est. Cost $238.91 Unrealized -25.6%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1 Shares 2,639 Est. Cost $222.83 Unrealized +2.3%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $1 Shares 2,603 Est. Cost $174.30 Unrealized +23.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1 Shares 2,720 Est. Cost $203.59 Unrealized +9.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $1 Shares 2,124 Est. Cost $213.76 Unrealized +17.5%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1 Shares 706 Est. Cost $766.75 Unrealized +6.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $1 Shares 9,439 Est. Cost $76.62 Unrealized -22.3%
LOW LOWES COS INC 0.1%
Value ($000) $1 Shares 2,726 Est. Cost $194.73 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1 Shares 2,040 Est. Cost $260.95 Unrealized -0.7%
CSX CSX CORP 0.1%
Value ($000) $1 Shares 16,007 Est. Cost $30.43 Unrealized +1.4%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $1 Shares 2,038 Est. Cost $272.09 Unrealized -10.7%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1 Shares 1,167 Est. Cost $433.83 Unrealized +4.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1 Shares 3,314 Est. Cost $119.69 Unrealized +18.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1 Shares 2,290 Est. Cost $200.25 Unrealized -0.1%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $1 Shares 9,136 Est. Cost $53.44 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $1 Shares 2,066 Est. Cost $187.00 Unrealized +11.9%
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 1,660 Est. Cost $274.84 Unrealized 0.0%
BIIB BIOGEN INC 0.1%
Value ($000) $0 Shares 1,865 Est. Cost $297.86 Unrealized -17.5%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $0 Shares 3,353 Est. Cost $94.57 Unrealized +14.5%
T AT&T INC 0.1%
Value ($000) $0 Shares 28,393 Est. Cost $14.79 Unrealized -3.9%
ARISTA NETWORKS INC 0.1%
Value ($000) $0 Shares 1,882 Est. Cost $0.16 Unrealized
AMCOR PLC 0.1%
Value ($000) $0 Shares 45,635 Est. Cost $9.97 Unrealized -15.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 1,175 Est. Cost $279.68 Unrealized +11.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 1,314 Est. Cost $230.06 Unrealized +14.8%
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 1,328 Est. Cost $260.59 Unrealized -6.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 2,132 Est. Cost $156.19 Unrealized +0.5%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 1,546 Est. Cost $216.04 Unrealized +12.2%
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 5,418 Est. Cost $53.19 Unrealized +11.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 108 Est. Cost $3067.93 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 3,548 Est. Cost $97.60 Unrealized -8.1%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 4,328 Est. Cost $61.76 Unrealized +24.7%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 3,455 Est. Cost $102.99 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $0 Shares 2,421 Est. Cost $125.89 Unrealized +12.2%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 930 Est. Cost $310.36 Unrealized +10.1%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 7,138 Est. Cost $30.72 Unrealized +30.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 6,195 Est. Cost $51.55 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,795 Est. Cost $176.89 Unrealized -2.6%
RTX RTX CORPORATION 0.0%
Value ($000) $0 Shares 4,152 Est. Cost $75.63 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 2,494 Est. Cost $187.30 Unrealized -38.1%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $0 Shares 3,265 Est. Cost $88.45 Unrealized -3.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 7,050 Est. Cost $51.90 Unrealized -22.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 144 Est. Cost $39.56 Unrealized +5.2%
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 547 Est. Cost $407.84 Unrealized +25.3%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $0 Shares 2,432 Est. Cost $94.86 Unrealized +25.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 2,051 Est. Cost $108.32 Unrealized +9.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 4,891 Est. Cost $53.46 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $0 Shares 730 Est. Cost $195.78 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $104.76 Unrealized +10.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 855 Est. Cost $302.56 Unrealized -1.5%
NNN NNN REIT INC 0.0%
Value ($000) $0 Shares 6,676 Est. Cost $0.04 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $0 Shares 1,249 Est. Cost $0.21 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 1,995 Est. Cost $130.98 Unrealized -3.6%
DOX AMDOCS LTD 0.0%
Value ($000) $0 Shares 3,126 Est. Cost $88.46 Unrealized -10.6%
AME AMETEK INC 0.0%
Value ($000) $0 Shares 1,593 Est. Cost $143.69 Unrealized +4.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 511 Est. Cost $432.06 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $0 Shares 1,146 Est. Cost $0.23 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $0 Shares 1,588 Est. Cost $122.99 Unrealized +17.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 2,764 Est. Cost $87.29 Unrealized -4.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 503 Est. Cost $33.72 Unrealized +37.3%
ATR APTARGROUP INC 0.0%
Value ($000) $0 Shares 1,984 Est. Cost $113.34 Unrealized +7.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 1,934 Est. Cost $137.60 Unrealized -22.4%
EC ECOPETROL S A 0.0%
Value ($000) $0 Shares 20,396 Est. Cost $0.01 Unrealized
SEIC SEI INVTS CO 0.0%
Value ($000) $0 Shares 3,807 Est. Cost $56.04 Unrealized +0.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 2,494 Est. Cost $88.11 Unrealized +4.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 8,157 Est. Cost $31.39 Unrealized -20.6%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 4,336 Est. Cost $49.49 Unrealized -9.0%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 4,031 Est. Cost $51.96 Unrealized -10.5%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 467 Est. Cost $421.81 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $0 Shares 2,055 Est. Cost $94.92 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 2,248 Est. Cost $95.72 Unrealized 0.0%
KELLANOVA 0.0%
Value ($000) $0 Shares 4,038 Est. Cost $48.79 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $0 Shares 571 Est. Cost $415.40 Unrealized -1.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $0 Shares 3,608 Est. Cost $68.02 Unrealized -16.0%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 4,347 Est. Cost $53.53 Unrealized -13.9%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 1,672 Est. Cost $80.16 Unrealized +27.3%
KR KROGER CO 0.0%
Value ($000) $0 Shares 4,796 Est. Cost $44.93 Unrealized -5.7%
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 8,206 Est. Cost $23.70 Unrealized +1.4%
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 278 Est. Cost $0.78 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $0 Shares 6,663 Est. Cost $32.04 Unrealized -3.6%
OGE OGE ENERGY CORP 0.0%
Value ($000) $0 Shares 6,197 Est. Cost $36.82 Unrealized -6.3%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 3,618 Est. Cost $52.28 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 1,633 Est. Cost $111.64 Unrealized 0.0%
INGR INGREDION INC 0.0%
Value ($000) $0 Shares 1,919 Est. Cost $100.33 Unrealized 0.0%
SNA SNAP ON INC 0.0%
Value ($000) $0 Shares 712 Est. Cost $254.93 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 1,396 Est. Cost $117.86 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 4,814 Est. Cost $35.90 Unrealized 0.0%
VRSN VERISIGN INC 0.0%
Value ($000) $0 Shares 991 Est. Cost $206.42 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 3,284 Est. Cost $55.51 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $0 Shares 924 Est. Cost $196.08 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 33,005 Est. Cost $0.00 Unrealized