Bank of Jackson Hole Trust Diversified Active

CIK: 0002040900 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Jan 31, 2025

Total Value ($000): $150,163 (100.0% shares, 0.0% debt)

Holdings (516)

AAPL Apple Inc 5.0%
Value ($000) $7,437 Shares 29,699 Est. Cost $234.51 Unrealized 0.0%
IWF Ishares Trust Russell 1000 Growth ETF 4.7%
Value ($000) $7,079 Shares 17,629 Est. Cost $401.58 Unrealized
EFA MFC iShares Tr MSCI Eafe ETF 4.7%
Value ($000) $7,028 Shares 92,957 Est. Cost $75.61 Unrealized
IJH MFC iShares Tr S&P Midcap 400 3.9%
Value ($000) $5,911 Shares 94,866 Est. Cost $62.31 Unrealized
NVDA NVIDIA, Corp. 3.9%
Value ($000) $5,823 Shares 43,363 Est. Cost $137.79 Unrealized 0.0%
MSFT Microsoft Corp 3.6%
Value ($000) $5,364 Shares 12,725 Est. Cost $422.35 Unrealized 0.0%
IVV MFC I Shares Tr S&P 500 Indx 2.9%
Value ($000) $4,320 Shares 7,338 Est. Cost $588.68 Unrealized
AMZN Amazon Com Inc 2.4%
Value ($000) $3,542 Shares 16,147 Est. Cost $204.58 Unrealized 0.0%
GOOGL Alphabet Inc Voting 2.3%
Value ($000) $3,468 Shares 18,322 Est. Cost $174.14 Unrealized 0.0%
IEMG Ishares Core Msci Emerging Markets Etf 2.0%
Value ($000) $3,073 Shares 58,845 Est. Cost $52.22 Unrealized
IWD Ishares Trust Russell 1000 Value ETF 1.9%
Value ($000) $2,893 Shares 15,625 Est. Cost $185.13 Unrealized
IVW Ishares Trust S & P500/bar S&p 500 Growth Etf 1.8%
Value ($000) $2,661 Shares 26,206 Est. Cost $101.53 Unrealized
IAU MFC iShares Gold Tr NEW 1.6%
Value ($000) $2,433 Shares 49,150 Est. Cost $49.51 Unrealized
JPM JPMorgan Chase & Co 1.6%
Value ($000) $2,366 Shares 9,871 Est. Cost $228.03 Unrealized 0.0%
BLK Blackrock Fdg Inc 1.5%
Value ($000) $2,199 Shares 2,145 Est. Cost $991.05 Unrealized 0.0%
V VISA Inc Com Cl A 1.5%
Value ($000) $2,190 Shares 6,929 Est. Cost $298.33 Unrealized 0.0%
LLY Eli Lilly and Co. 1.2%
Value ($000) $1,867 Shares 2,418 Est. Cost $821.14 Unrealized 0.0%
VTV Vanguard Value Index Fund Etf 1.2%
Value ($000) $1,862 Shares 10,998 Est. Cost $169.30 Unrealized
PG Procter and Gamble Co 1.2%
Value ($000) $1,789 Shares 10,673 Est. Cost $165.73 Unrealized 0.0%
CDNS Cadence Design Systems, Inc 1.1%
Value ($000) $1,586 Shares 5,277 Est. Cost $290.70 Unrealized 0.0%
IJR MFC iShares Tr S&P Smallcap 600 Index FD 1.0%
Value ($000) $1,567 Shares 13,600 Est. Cost $115.22 Unrealized
CVX Chevron Corporation 1.0%
Value ($000) $1,549 Shares 10,692 Est. Cost $145.50 Unrealized 0.0%
HON Honeywell International Inc Ordinary Shares 1.0%
Value ($000) $1,476 Shares 6,535 Est. Cost $203.59 Unrealized 0.0%
META Meta Platforms, Inc 1.0%
Value ($000) $1,430 Shares 2,443 Est. Cost $584.74 Unrealized 0.0%
PEP Pepsico Incorporated 0.9%
Value ($000) $1,387 Shares 9,123 Est. Cost $156.55 Unrealized 0.0%
UNH Unitedhealth Group Inc 0.9%
Value ($000) $1,371 Shares 2,711 Est. Cost $552.89 Unrealized 0.0%
HD Home Depot Inc 0.8%
Value ($000) $1,214 Shares 3,121 Est. Cost $397.26 Unrealized 0.0%
WMT Wal-Mart Stores Inc Com 0.8%
Value ($000) $1,211 Shares 13,407 Est. Cost $85.80 Unrealized 0.0%
JNJ Johnson & Johnson Com 0.8%
Value ($000) $1,176 Shares 8,132 Est. Cost $149.59 Unrealized 0.0%
ABBV Abbvie Inc 0.7%
Value ($000) $1,114 Shares 6,268 Est. Cost $177.41 Unrealized 0.0%
MS Morgan Stanley 0.7%
Value ($000) $1,078 Shares 8,576 Est. Cost $119.51 Unrealized 0.0%
ACN Accenture PLC Ireland Shares Class A 0.7%
Value ($000) $1,011 Shares 2,873 Est. Cost $354.74 Unrealized 0.0%
CMI Cummins Inc 0.6%
Value ($000) $975 Shares 2,796 Est. Cost $343.44 Unrealized 0.0%
VB Vanguard Small Cap ETF 0.6%
Value ($000) $967 Shares 4,024 Est. Cost $240.28 Unrealized
MCD McDonalds Corp Com 0.6%
Value ($000) $946 Shares 3,265 Est. Cost $290.22 Unrealized 0.0%
SPY SPDR S&P 500 ETF Tr Unit Ser1 Standard 0.6%
Value ($000) $941 Shares 1,606 Est. Cost $586.08 Unrealized
ADBE Adobe Sys Inc Com 0.6%
Value ($000) $934 Shares 2,101 Est. Cost $495.13 Unrealized 0.0%
GD General Dynamics Corp Com 0.6%
Value ($000) $916 Shares 3,478 Est. Cost $281.95 Unrealized 0.0%
ORCL Oracle Corporation Com 0.6%
Value ($000) $895 Shares 5,370 Est. Cost $175.85 Unrealized 0.0%
TSLA Tesla, Inc. 0.6%
Value ($000) $888 Shares 2,200 Est. Cost $321.74 Unrealized 0.0%
SDY Spdr S&p Dividend Etf 0.6%
Value ($000) $875 Shares 6,620 Est. Cost $132.10 Unrealized
ICE Intercontinental Exchange Inc Ordinary Shares 0.6%
Value ($000) $863 Shares 5,793 Est. Cost $156.24 Unrealized 0.0%
VGT Vanguard Information Technology Etf 0.6%
Value ($000) $857 Shares 1,379 Est. Cost $621.80 Unrealized
MRK Merck & Co Inc New 0.6%
Value ($000) $842 Shares 8,461 Est. Cost $98.70 Unrealized 0.0%
NEE Nextera Energy Inc Com 0.6%
Value ($000) $838 Shares 11,696 Est. Cost $75.03 Unrealized 0.0%
MAR Marriott International INC CLASS A CORP COMMON 0.6%
Value ($000) $835 Shares 2,993 Est. Cost $271.56 Unrealized 0.0%
WM Waste Mgmt Inc Del Com Stk 0.5%
Value ($000) $805 Shares 3,990 Est. Cost $211.11 Unrealized 0.0%
BAC Bank of America Corp Common 0.5%
Value ($000) $782 Shares 17,796 Est. Cost $42.83 Unrealized 0.0%
NBHC National Bank Holdings Corp CLASS A COMMON 0.5%
Value ($000) $778 Shares 18,075 Est. Cost $43.73 Unrealized 0.0%
IWM MFC iShares Tr Russell 2000 Index FD 0.5%
Value ($000) $769 Shares 3,482 Est. Cost $220.96 Unrealized
EOG Eog Resources INC CORP COMMON 0.5%
Value ($000) $752 Shares 6,134 Est. Cost $123.33 Unrealized 0.0%
GOOG Alphabet Inc Non-Voting 0.5%
Value ($000) $738 Shares 3,877 Est. Cost $175.67 Unrealized 0.0%
LMT Lockheed Martin Corp Com 0.5%
Value ($000) $733 Shares 1,509 Est. Cost $527.20 Unrealized 0.0%
PAYX Paychex Inc Com 0.5%
Value ($000) $720 Shares 5,136 Est. Cost $137.31 Unrealized 0.0%
PANW Palo Alto Networks, Inc. 0.5%
Value ($000) $709 Shares 3,898 Est. Cost $188.91 Unrealized 0.0%
SHOP Shopify, Inc. 0.5%
Value ($000) $687 Shares 6,460 Est. Cost $97.26 Unrealized 0.0%
PSA Public Storage Inc. REIT 0.5%
Value ($000) $684 Shares 2,285 Est. Cost $315.96 Unrealized 0.0%
EMR Emerson Electric Co 0.4%
Value ($000) $663 Shares 5,353 Est. Cost $119.02 Unrealized 0.0%
J Jacobs Solutions Inc 0.4%
Value ($000) $653 Shares 4,890 Est. Cost $136.24 Unrealized 0.0%
SYK Stryker Corp COMMON 0.4%
Value ($000) $645 Shares 1,792 Est. Cost $366.32 Unrealized 0.0%
ZTS Zoetis INC CLASS A CORP COMMON 0.4%
Value ($000) $641 Shares 3,932 Est. Cost $176.35 Unrealized 0.0%
VUG Vanguard Growth Index Fund Etf 0.4%
Value ($000) $634 Shares 1,544 Est. Cost $410.44 Unrealized
AVGO Broadcom, Inc. 0.4%
Value ($000) $621 Shares 2,680 Est. Cost $182.87 Unrealized 0.0%
CAT Caterpillar Inc Common Stock 0.4%
Value ($000) $609 Shares 1,678 Est. Cost $381.74 Unrealized 0.0%
VIG Vanguard Dividend Appreciation Index Fund Etf 0.4%
Value ($000) $608 Shares 3,105 Est. Cost $195.83 Unrealized
COST Costco Wholesale Corp New 0.4%
Value ($000) $607 Shares 663 Est. Cost $922.64 Unrealized 0.0%
AMAT Applied Materials Inc Com Stk 0.4%
Value ($000) $589 Shares 3,622 Est. Cost $179.18 Unrealized 0.0%
IEFA Ishares Core Msci Eafe Etf 0.4%
Value ($000) $584 Shares 8,311 Est. Cost $70.28 Unrealized
ACWI Ishares Msci Acwi Etf 0.4%
Value ($000) $582 Shares 4,950 Est. Cost $117.50 Unrealized
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.4%
Value ($000) $576 Shares 1,127 Est. Cost $511.23 Unrealized
SBUX Starbucks Corp Com 0.4%
Value ($000) $555 Shares 6,078 Est. Cost $93.94 Unrealized 0.0%
DE Deere & CO CORP COMMON 0.4%
Value ($000) $550 Shares 1,298 Est. Cost $413.99 Unrealized 0.0%
SO Southern Co 0.3%
Value ($000) $513 Shares 6,236 Est. Cost $84.51 Unrealized 0.0%
MCHP Microchip Technology Inc Com 0.3%
Value ($000) $461 Shares 8,038 Est. Cost $66.35 Unrealized 0.0%
CSCO Cisco Systems Inc 0.3%
Value ($000) $454 Shares 7,664 Est. Cost $55.37 Unrealized 0.0%
UBER Uber Technologies INC CORP COMMON 0.3%
Value ($000) $453 Shares 7,509 Est. Cost $71.41 Unrealized 0.0%
FCX Freeport-McMoran Inc 0.3%
Value ($000) $426 Shares 11,190 Est. Cost $44.04 Unrealized 0.0%
PRU Prudential Financial, Inc. 0.3%
Value ($000) $413 Shares 3,485 Est. Cost $116.71 Unrealized 0.0%
GPC Genuine Parts Co Com 0.3%
Value ($000) $413 Shares 3,534 Est. Cost $120.15 Unrealized 0.0%
DIS Disney Company 0.3%
Value ($000) $405 Shares 3,634 Est. Cost $103.52 Unrealized 0.0%
USB US Bancorp 0.3%
Value ($000) $401 Shares 8,383 Est. Cost $46.63 Unrealized 0.0%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.3%
Value ($000) $400 Shares 1,515 Est. Cost $264.13 Unrealized
XLE MFC Sector SPDR Tr Shs Ben Int-Energy 0.3%
Value ($000) $394 Shares 4,601 Est. Cost $85.66 Unrealized
TXN Texas Instruments Inc Common 0.3%
Value ($000) $390 Shares 2,082 Est. Cost $193.15 Unrealized 0.0%
DVY Ishares Select Dividend Etf 0.3%
Value ($000) $384 Shares 2,925 Est. Cost $131.29 Unrealized
JPST JPMORGAN Ultra-short Income Etf Ultra Short 0.2%
Value ($000) $369 Shares 7,331 Est. Cost $50.37 Unrealized
ENB Enbridge Inc Com 0.2%
Value ($000) $368 Shares 8,667 Est. Cost $39.21 Unrealized 0.0%
AEP American Electric Power Inc. 0.2%
Value ($000) $356 Shares 3,861 Est. Cost $93.11 Unrealized 0.0%
COIN Coinbase Global INC CLASS A CORP COMMON 0.2%
Value ($000) $346 Shares 1,395 Est. Cost $253.86 Unrealized 0.0%
ABT Abbott Labs Com 0.2%
Value ($000) $344 Shares 3,039 Est. Cost $113.33 Unrealized 0.0%
PGR Progressive Corp COMMON 0.2%
Value ($000) $312 Shares 1,301 Est. Cost $231.96 Unrealized 0.0%
XLU Select Sector SPDR Tr Utils 0.2%
Value ($000) $310 Shares 4,097 Est. Cost $75.69 Unrealized
CME CME Group Inc Com Stk 0.2%
Value ($000) $307 Shares 1,323 Est. Cost $219.66 Unrealized 0.0%
VZ Verizon Communications 0.2%
Value ($000) $306 Shares 7,661 Est. Cost $39.40 Unrealized 0.0%
INGR Ingredion INC CORP COMMON 0.2%
Value ($000) $306 Shares 2,224 Est. Cost $140.75 Unrealized 0.0%
UPS United Parcel Svc Class B 0.2%
Value ($000) $303 Shares 2,401 Est. Cost $122.34 Unrealized 0.0%
BIV Vanguard Group, Inc. Intermediate-Term Bond Etf 0.2%
Value ($000) $297 Shares 3,970 Est. Cost $74.73 Unrealized
TTD The Trade Desk, Inc. Cl A 0.2%
Value ($000) $293 Shares 2,495 Est. Cost $123.72 Unrealized 0.0%
MO Altria Group Inc 0.2%
Value ($000) $286 Shares 5,477 Est. Cost $48.82 Unrealized 0.0%
MDY Spdr S&p Midcap 400 Etf 0.2%
Value ($000) $283 Shares 496 Est. Cost $569.58 Unrealized
PFE Pfizer Inc Com 0.2%
Value ($000) $264 Shares 9,964 Est. Cost $25.12 Unrealized 0.0%
SPSB SPDR Portfolio Short Term Corporate Bond ETF 0.2%
Value ($000) $262 Shares 8,758 Est. Cost $29.86 Unrealized
MDLZ Mondelez Intl Inc 0.2%
Value ($000) $261 Shares 4,371 Est. Cost $63.61 Unrealized 0.0%
MDT Medtronic Hldg LTD 0.2%
Value ($000) $256 Shares 3,210 Est. Cost $83.84 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc Cl B New 0.2%
Value ($000) $255 Shares 562 Est. Cost $461.73 Unrealized 0.0%
VWO Vanguard Emerging Mkts ETF 0.2%
Value ($000) $254 Shares 5,762 Est. Cost $44.04 Unrealized
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.2%
Value ($000) $253 Shares 1,445 Est. Cost $175.23 Unrealized
BND Vanguard Total Bond Market ETF 0.2%
Value ($000) $248 Shares 3,455 Est. Cost $71.91 Unrealized
VTIP Vanguard Malvern Fds Short Term Inflation 0.2%
Value ($000) $243 Shares 5,025 Est. Cost $48.42 Unrealized
DOW Dow Inc Ordinary Shares 0.2%
Value ($000) $233 Shares 5,800 Est. Cost $42.94 Unrealized 0.0%
MELI MercadoLibre, Inc. 0.2%
Value ($000) $230 Shares 135 Est. Cost $1947.25 Unrealized 0.0%
PLD ProLogis, Inc. 0.2%
Value ($000) $229 Shares 2,163 Est. Cost $110.17 Unrealized 0.0%
LOW Lowes Companies Inc 0.1%
Value ($000) $223 Shares 903 Est. Cost $261.54 Unrealized 0.0%
PM Philip Morris International Inc 0.1%
Value ($000) $219 Shares 1,819 Est. Cost $120.59 Unrealized 0.0%
XLF Financial Select Sector Spdr Fund Str Etf 0.1%
Value ($000) $216 Shares 4,464 Est. Cost $48.33 Unrealized
AXP American Express 0.1%
Value ($000) $215 Shares 726 Est. Cost $283.58 Unrealized 0.0%
CRM Salesforce Inc Ordinary Shares 0.1%
Value ($000) $208 Shares 623 Est. Cost $316.76 Unrealized 0.0%
IJK Ishares S&p Mid-cap 400 Growth Etf Mid Cap Grwth 0.1%
Value ($000) $208 Shares 2,290 Est. Cost $90.93 Unrealized
PNC PNC Financial Services Group Common 0.1%
Value ($000) $196 Shares 1,014 Est. Cost $189.31 Unrealized 0.0%
XLC Communication Services Select SPDR Fund 0.1%
Value ($000) $195 Shares 2,018 Est. Cost $96.81 Unrealized
IWS Ishares Russell Mid-cap Value ETF 0.1%
Value ($000) $195 Shares 1,510 Est. Cost $129.34 Unrealized
IVE Ishares S&p 500 Value Etf 0.1%
Value ($000) $194 Shares 1,017 Est. Cost $190.88 Unrealized
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.1%
Value ($000) $194 Shares 1,950 Est. Cost $99.55 Unrealized
VEA Vanguard Developed Markets Index Fund Ftse Etf 0.1%
Value ($000) $191 Shares 3,994 Est. Cost $47.82 Unrealized
RTX RTX Corporation 0.1%
Value ($000) $189 Shares 1,637 Est. Cost $118.27 Unrealized 0.0%
XLY Consumer Discretionary Select Sector Spdr Fund Discre Etf 0.1%
Value ($000) $188 Shares 839 Est. Cost $224.35 Unrealized
PREF Principal Spectrum Preferred Securities Active Etf Pref Sc Ac 0.1%
Value ($000) $188 Shares 10,100 Est. Cost $18.61 Unrealized
VOT Vanguard Mid-cap Growth Index Fund Mid Cap Etf 0.1%
Value ($000) $187 Shares 737 Est. Cost $253.75 Unrealized
VGSH Vanguard Group, Inc. Short-Term Treasury Etf 0.1%
Value ($000) $181 Shares 3,111 Est. Cost $58.18 Unrealized
AMP Ameriprise Financial INC Finance CORP COMMON 0.1%
Value ($000) $176 Shares 330 Est. Cost $526.39 Unrealized 0.0%
SYY Sysco Corp COMMON 0.1%
Value ($000) $176 Shares 2,297 Est. Cost $73.94 Unrealized 0.0%
GWW W W Grainger Inc Common 0.1%
Value ($000) $174 Shares 165 Est. Cost $1116.02 Unrealized 0.0%
XLV Health Care Select Sector Spdr Etf 0.1%
Value ($000) $173 Shares 1,254 Est. Cost $137.57 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.1%
Value ($000) $170 Shares 1,755 Est. Cost $96.83 Unrealized
COP Conocophillips Com 0.1%
Value ($000) $165 Shares 1,663 Est. Cost $102.31 Unrealized 0.0%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $164 Shares 286 Est. Cost $544.86 Unrealized 0.0%
SHY Ishares 1-3 Year Treasury Bond Etf Treasry 0.1%
Value ($000) $156 Shares 1,899 Est. Cost $81.98 Unrealized
CVS CVS Health Corporation 0.1%
Value ($000) $153 Shares 3,418 Est. Cost $53.65 Unrealized 0.0%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $152 Shares 1,708 Est. Cost $89.08 Unrealized
ANET Arista Networks Inc Ordinary Shares 0.1%
Value ($000) $149 Shares 1,352 Est. Cost $102.84 Unrealized 0.0%
IGF Ishares S&p Global Infrastructure Index Fund Etf 0.1%
Value ($000) $149 Shares 2,853 Est. Cost $52.27 Unrealized
XOM Exxon Mobil Corp Com 0.1%
Value ($000) $146 Shares 1,360 Est. Cost $112.36 Unrealized 0.0%
ADP Automatic Data Processing Inc Com 0.1%
Value ($000) $144 Shares 493 Est. Cost $287.90 Unrealized 0.0%
VOO Vanguard 500 Index Fund S&p Etf 0.1%
Value ($000) $143 Shares 265 Est. Cost $538.81 Unrealized
BSV Vanguard Short-term Bond Index Fund Etf 0.1%
Value ($000) $141 Shares 1,820 Est. Cost $77.27 Unrealized
ITW Illinois Tool Wks Inc Com 0.1%
Value ($000) $137 Shares 539 Est. Cost $257.33 Unrealized 0.0%
GE GE Aerospace 0.1%
Value ($000) $134 Shares 806 Est. Cost $177.15 Unrealized 0.0%
VT Vanguard Total World Stock Index Fund Etf 0.1%
Value ($000) $127 Shares 1,084 Est. Cost $117.48 Unrealized
RGA Reinsurance Group Of America, Inc. Ordinary Shares 0.1%
Value ($000) $124 Shares 580 Est. Cost $218.04 Unrealized 0.0%
GRMN Garmin Ltd CORP COMMON 0.1%
Value ($000) $124 Shares 599 Est. Cost $192.45 Unrealized 0.0%
CMCSA Comcast Corp New Cl A 0.1%
Value ($000) $123 Shares 3,280 Est. Cost $39.99 Unrealized 0.0%
VHT Vanguard Health Care Index Fund Etf 0.1%
Value ($000) $119 Shares 470 Est. Cost $253.69 Unrealized
IWO Ishares Russell 2000 Growth Etf 0.1%
Value ($000) $118 Shares 410 Est. Cost $287.82 Unrealized
XLI Industrial Select Sector Spdr Fund Etf 0.1%
Value ($000) $118 Shares 892 Est. Cost $131.76 Unrealized
MLPA Global X Mlp Etf 0.1%
Value ($000) $116 Shares 2,351 Est. Cost $49.41 Unrealized
TIP Ishares Barclays TIPS Bond ETF 0.1%
Value ($000) $115 Shares 1,082 Est. Cost $106.55 Unrealized
AMD Advanced Micro Devices, Inc. 0.1%
Value ($000) $115 Shares 950 Est. Cost $143.89 Unrealized 0.0%
FTA First Trust Large Cap Value Alphadex Fund Tr Lrg CP Val Etf 0.1%
Value ($000) $114 Shares 1,485 Est. Cost $76.46 Unrealized
ARKK Ark Innovation Etf 0.1%
Value ($000) $114 Shares 2,000 Est. Cost $56.77 Unrealized
DGRW Wisdomtree Trust U.S. Quality Dividend Growth Fund 0.1%
Value ($000) $108 Shares 1,330 Est. Cost $80.93 Unrealized
NOC Northrop Grumman Corp COMMON 0.1%
Value ($000) $103 Shares 219 Est. Cost $492.97 Unrealized 0.0%
CB Chubb LTD 0.1%
Value ($000) $101 Shares 365 Est. Cost $281.36 Unrealized 0.0%
CINF Cincinnati Financial Corp COMMON 0.1%
Value ($000) $101 Shares 700 Est. Cost $142.02 Unrealized 0.0%
JMST JPMORGAN Ultra-short Municipal Income Etf Ultra Shrt Muncipl Incm 0.1%
Value ($000) $99 Shares 1,959 Est. Cost $50.71 Unrealized
MRVL Marvell Technology, Inc. 0.1%
Value ($000) $96 Shares 870 Est. Cost $92.47 Unrealized 0.0%
MAS Masco Corp COMMON 0.1%
Value ($000) $96 Shares 1,319 Est. Cost $78.41 Unrealized 0.0%
XLK MFC Select Sector SPDR Tr Tech Int-Technology ETF 0.1%
Value ($000) $95 Shares 410 Est. Cost $232.52 Unrealized
DUK Duke Energy Corp Com New 0.1%
Value ($000) $93 Shares 862 Est. Cost $108.79 Unrealized 0.0%
KO Coca-Cola Company 0.1%
Value ($000) $91 Shares 1,462 Est. Cost $63.09 Unrealized 0.0%
CL Colgate-palmolive CO Colgate Palmolive CORP COMMON 0.1%
Value ($000) $89 Shares 982 Est. Cost $93.07 Unrealized 0.0%
MA Mastercard Inc Cl A 0.1%
Value ($000) $89 Shares 169 Est. Cost $514.68 Unrealized 0.0%
ELV Elevance Health INC 0.1%
Value ($000) $89 Shares 241 Est. Cost $409.27 Unrealized 0.0%
VLO Valero Energy Corp COMMON 0.1%
Value ($000) $89 Shares 723 Est. Cost $129.14 Unrealized 0.0%
QCOM Qualcomm Inc Com 0.1%
Value ($000) $87 Shares 566 Est. Cost $159.52 Unrealized 0.0%
SPHY Spdr Portfolio High Yield Bond Etf Bnd 0.1%
Value ($000) $86 Shares 3,672 Est. Cost $23.47 Unrealized
IBM International Business Mach Common Stock 0.1%
Value ($000) $86 Shares 389 Est. Cost $216.31 Unrealized 0.0%
UNP Union Pac Corp Com 0.1%
Value ($000) $84 Shares 369 Est. Cost $230.22 Unrealized 0.0%
GEV Ge Vernova INC CORP COMMON 0.1%
Value ($000) $83 Shares 251 Est. Cost $311.89 Unrealized 0.0%
EFAV Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Min Vol Factor Etf 0.1%
Value ($000) $83 Shares 1,167 Est. Cost $70.71 Unrealized
MBIN Merchants Bancorp Ordinary Shares 0.1%
Value ($000) $82 Shares 2,257 Est. Cost $39.88 Unrealized 0.0%
MET Metlife Inc Com 0.1%
Value ($000) $82 Shares 1,004 Est. Cost $80.65 Unrealized 0.0%
MMM 3M Company Com 0.1%
Value ($000) $81 Shares 625 Est. Cost $128.38 Unrealized 0.0%
PLTR Palantir Technologies Inc. CL A 0.1%
Value ($000) $79 Shares 1,050 Est. Cost $58.25 Unrealized 0.0%
AMTM Amentum Holdings Inc. Ordinary Shares 0.1%
Value ($000) $79 Shares 3,765 Est. Cost $25.85 Unrealized 0.0%
XLB MFC Select Sector SPDR Tr Shshs Ben Int-Material 0.1%
Value ($000) $79 Shares 941 Est. Cost $84.14 Unrealized
AXON Axon Enterprise, Inc. 0.1%
Value ($000) $79 Shares 133 Est. Cost $543.94 Unrealized 0.0%
URI United Rentals, Inc. 0.0%
Value ($000) $72 Shares 102 Est. Cost $804.87 Unrealized 0.0%
EEM MFC iShares Emerging Markets 0.0%
Value ($000) $72 Shares 1,717 Est. Cost $41.82 Unrealized
MANH Manhattan Associates INC CORP COMMON 0.0%
Value ($000) $72 Shares 265 Est. Cost $284.91 Unrealized 0.0%
SGOV Ishares 0-3 Month Treasury Bond Etf 0 To 3 Mnth Bnd 0.0%
Value ($000) $70 Shares 700 Est. Cost $100.32 Unrealized
T AT&T Inc Com 0.0%
Value ($000) $70 Shares 3,079 Est. Cost $21.51 Unrealized 0.0%
PSX Phillips 66 Com 0.0%
Value ($000) $69 Shares 604 Est. Cost $122.03 Unrealized 0.0%
APD Air Products And Chemicals INC CORP COMMON 0.0%
Value ($000) $69 Shares 237 Est. Cost $304.00 Unrealized 0.0%
KEY Keycorp CORP COMMON 0.0%
Value ($000) $67 Shares 3,881 Est. Cost $16.99 Unrealized 0.0%
ONB Old National Bancorp CORP COMMON 0.0%
Value ($000) $65 Shares 3,001 Est. Cost $20.81 Unrealized 0.0%
PFF MFC iShares Tr US Preferred Stock ETF 0.0%
Value ($000) $64 Shares 2,030 Est. Cost $31.44 Unrealized
IEI Ishares 3-7 Year Treasury Bond Etf Trery 0.0%
Value ($000) $64 Shares 551 Est. Cost $115.55 Unrealized
BA Boeing Co Com 0.0%
Value ($000) $64 Shares 359 Est. Cost $156.93 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $63 Shares 455 Est. Cost $148.83 Unrealized 0.0%
TSM Taiwan Semiconductor Manufacturing Co. Ltd ADR 0.0%
Value ($000) $63 Shares 319 Est. Cost $197.49 Unrealized
VTI Vanguard Group, Inc. Total Stock Market Etf 0.0%
Value ($000) $62 Shares 213 Est. Cost $289.81 Unrealized
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.0%
Value ($000) $61 Shares 378 Est. Cost $161.77 Unrealized
USFR Wisdomtree Floating Rate Treasury Fund Treasry Etf 0.0%
Value ($000) $60 Shares 1,198 Est. Cost $50.32 Unrealized
LIN Linde Plc CORP COMMON 0.0%
Value ($000) $59 Shares 142 Est. Cost $448.71 Unrealized 0.0%
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $59 Shares 632 Est. Cost $93.36 Unrealized 0.0%
D Dominion Energy, Inc 0.0%
Value ($000) $59 Shares 1,092 Est. Cost $54.04 Unrealized 0.0%
SLGN Silgan Holdings INC CORP COMMON 0.0%
Value ($000) $59 Shares 1,124 Est. Cost $53.33 Unrealized 0.0%
XHLF BondBloxx ETF Trust Bloomberg Six MN 0.0%
Value ($000) $56 Shares 1,111 Est. Cost $50.18 Unrealized
TJX TJX Cos Inc Com New 0.0%
Value ($000) $54 Shares 445 Est. Cost $117.72 Unrealized 0.0%
VYM Vanguard High Dividend Yield Index Fund Etf 0.0%
Value ($000) $54 Shares 420 Est. Cost $127.59 Unrealized
PULS Pgim Ultra Short Bond Etf 0.0%
Value ($000) $53 Shares 1,079 Est. Cost $49.55 Unrealized
CCI Crown Castle International Corp 0.0%
Value ($000) $53 Shares 582 Est. Cost $98.11 Unrealized 0.0%
NWBI Northwest Bancshares INC CORP COMMON 0.0%
Value ($000) $53 Shares 4,000 Est. Cost $12.72 Unrealized 0.0%
Discover Financial Services 0.0%
Value ($000) $53 Shares 304 Est. Cost $173.23 Unrealized
NUE Nucor Corp Com 0.0%
Value ($000) $53 Shares 450 Est. Cost $140.88 Unrealized 0.0%
MU Micron Technology, Inc. 0.0%
Value ($000) $52 Shares 612 Est. Cost $101.25 Unrealized 0.0%
ADSK Auto Desk Inc Com 0.0%
Value ($000) $51 Shares 174 Est. Cost $295.42 Unrealized 0.0%
WFC Wells Fargo and Company New 0.0%
Value ($000) $51 Shares 732 Est. Cost $66.67 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $51 Shares 388 Est. Cost $130.11 Unrealized 0.0%
ETN Eaton Corp PLC Com 0.0%
Value ($000) $50 Shares 151 Est. Cost $347.11 Unrealized 0.0%
OC Owens Corning Corniing CORP COMMON 0.0%
Value ($000) $50 Shares 294 Est. Cost $186.85 Unrealized 0.0%
AMGN Amgen Inc Common Stock 0.0%
Value ($000) $50 Shares 192 Est. Cost $286.05 Unrealized 0.0%
TGT Target Corp Com 0.0%
Value ($000) $50 Shares 367 Est. Cost $136.67 Unrealized 0.0%
FND Floor & Decor Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $49 Shares 493 Est. Cost $107.42 Unrealized 0.0%
RSG Republic Services, Inc. 0.0%
Value ($000) $48 Shares 240 Est. Cost $204.32 Unrealized 0.0%
AMT American Tower Corp. 0.0%
Value ($000) $46 Shares 251 Est. Cost $198.35 Unrealized 0.0%
CRWD CrowdStrike Holdings, Inc. 0.0%
Value ($000) $46 Shares 133 Est. Cost $332.51 Unrealized 0.0%
PHO Invesco Capital Management LLC Water Resources Etf 0.0%
Value ($000) $45 Shares 680 Est. Cost $65.79 Unrealized
CI Cigna Corp COMMON 0.0%
Value ($000) $44 Shares 160 Est. Cost $311.40 Unrealized 0.0%
OSK Oshkosh Truck Corp Com 0.0%
Value ($000) $44 Shares 458 Est. Cost $102.34 Unrealized 0.0%
CTAS Cintas Corp COMMON 0.0%
Value ($000) $43 Shares 236 Est. Cost $208.34 Unrealized 0.0%
CHD Church & Dwight Inc Com 0.0%
Value ($000) $43 Shares 409 Est. Cost $104.03 Unrealized 0.0%
XBI Spdr S&p Biotech Etf 0.0%
Value ($000) $43 Shares 475 Est. Cost $90.06 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $43 Shares 563 Est. Cost $76.48 Unrealized 0.0%
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $43 Shares 152 Est. Cost $280.06 Unrealized
PWR Quanta Services INC CORP COMMON 0.0%
Value ($000) $42 Shares 134 Est. Cost $321.23 Unrealized 0.0%
IBDR Ishares Trust Ibonds Dec 2026 Term Corporate Etf 0.0%
Value ($000) $42 Shares 1,755 Est. Cost $24.07 Unrealized
IBDS Ishares Trust Ibonds Dec 2027 Term Corporate Etf 0.0%
Value ($000) $42 Shares 1,761 Est. Cost $23.96 Unrealized
Blackrock Institutional Trust Company N.A. Ishares Ibonds Dec 2025 Term Corporate Etf 0.0%
Value ($000) $42 Shares 1,683 Est. Cost $25.05 Unrealized
IBTG Ishares Trust Ibonds Dec 2026 Term Treasury Etf 0.0%
Value ($000) $42 Shares 1,846 Est. Cost $22.81 Unrealized
Ishares Trust Ibonds Dec 2025 Term Treasury Etf 0.0%
Value ($000) $42 Shares 1,803 Est. Cost $23.32 Unrealized
IBTH Ishares Trust Ibonds Dec 2027 Term Treasury Etf 0.0%
Value ($000) $42 Shares 1,894 Est. Cost $22.20 Unrealized
IBDT Ishares Trust Ibonds Dec 2028 Term Corporate Etf 0.0%
Value ($000) $42 Shares 1,684 Est. Cost $24.90 Unrealized
IBDU Ishares Trust Ibonds Dec 2029 Term Corporate Etf 0.0%
Value ($000) $42 Shares 1,839 Est. Cost $22.80 Unrealized
IBDV Ishares Trust Ibonds Dec 2030 Term Corporate Etf 0.0%
Value ($000) $42 Shares 1,962 Est. Cost $21.36 Unrealized
IBTI Ishares Trust Ibonds Dec 2028 Term Treasury Etf 0.0%
Value ($000) $42 Shares 1,913 Est. Cost $21.90 Unrealized
IBTJ Ishares Trust Ibonds Dec 2029 Term Treasury Etf 0.0%
Value ($000) $42 Shares 1,956 Est. Cost $21.33 Unrealized
VCSH Vanguard Short-term Corporate Bond Idx FUND Short Term Cor Bd Etf 0.0%
Value ($000) $42 Shares 534 Est. Cost $78.01 Unrealized
FOUR Shift4 Payments, Inc. 0.0%
Value ($000) $42 Shares 400 Est. Cost $99.28 Unrealized 0.0%
IBTK Ishares Trust Ibonds Dec 2030 Term Treasury Etf 0.0%
Value ($000) $41 Shares 2,162 Est. Cost $19.19 Unrealized
PYPL Paypal Hldgs Inc Com 0.0%
Value ($000) $41 Shares 486 Est. Cost $83.88 Unrealized 0.0%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $41 Shares 205 Est. Cost $198.18 Unrealized
LFUS Littlefuse Inc. 0.0%
Value ($000) $40 Shares 171 Est. Cost $249.42 Unrealized 0.0%
NOW ServiceNow, Inc. 0.0%
Value ($000) $40 Shares 38 Est. Cost $202.58 Unrealized 0.0%
VGIT Vanguard Intermediate Term Treasury Etf Intrmdiat Trm Trsry 0.0%
Value ($000) $40 Shares 683 Est. Cost $58.00 Unrealized
EXPD Expeditors International Of Washington INC Wasn CORP COMMON 0.0%
Value ($000) $39 Shares 348 Est. Cost $117.40 Unrealized 0.0%
VUSB Vanguard Ultra-short Bond Etf Ultra Short 0.0%
Value ($000) $37 Shares 744 Est. Cost $49.62 Unrealized
COWZ Pacer Funds Trust US Cash Cows 100 Etf 0.0%
Value ($000) $37 Shares 650 Est. Cost $56.48 Unrealized
IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf 0.0%
Value ($000) $36 Shares 408 Est. Cost $88.40 Unrealized
AGG Ishares Core US Aggregate Bond Etf 0.0%
Value ($000) $35 Shares 361 Est. Cost $96.90 Unrealized
HUBS HubSpot, Inc. 0.0%
Value ($000) $35 Shares 50 Est. Cost $642.90 Unrealized 0.0%
ROK Rockwell Automation INC Automat CORP COMMON 0.0%
Value ($000) $34 Shares 120 Est. Cost $276.08 Unrealized 0.0%
WAT Waters Corp COMMON 0.0%
Value ($000) $34 Shares 92 Est. Cost $365.79 Unrealized 0.0%
GIS General Mills Inc. 0.0%
Value ($000) $34 Shares 531 Est. Cost $64.08 Unrealized 0.0%
TD Toronto-dominion Bank Toronto Dominion CORP COMMON 0.0%
Value ($000) $32 Shares 605 Est. Cost $56.10 Unrealized 0.0%
BOTZ Global X Funds Robotics & Artificial Intelligence Etf 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $31.95 Unrealized
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $32 Shares 404 Est. Cost $84.84 Unrealized 0.0%
GNRC Generac Holdings INC CORP COMMON 0.0%
Value ($000) $31 Shares 200 Est. Cost $172.73 Unrealized 0.0%
KNSL Kinsale Capital Group, Inc. 0.0%
Value ($000) $31 Shares 66 Est. Cost $472.88 Unrealized 0.0%
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $31 Shares 498 Est. Cost $59.13 Unrealized 0.0%
XYZ Block Inc. 0.0%
Value ($000) $30 Shares 351 Est. Cost $82.04 Unrealized 0.0%
IWN Ishares Russell 2000 Value Etf 0.0%
Value ($000) $30 Shares 180 Est. Cost $164.17 Unrealized
SUB Ishares Short-term National Muni 0.0%
Value ($000) $29 Shares 278 Est. Cost $105.48 Unrealized
IYH MFC iShares Tr U S Healthcare ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $58.27 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $29 Shares 2,941 Est. Cost $9.87 Unrealized 0.0%
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 0.0%
Value ($000) $28 Shares 483 Est. Cost $57.53 Unrealized
MGK Vanguard Group, Inc. Mega Cap Growth Etf 0.0%
Value ($000) $27 Shares 80 Est. Cost $343.41 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $27 Shares 117 Est. Cost $248.46 Unrealized 0.0%
RIVN Rivian Automotive INC CLASS A CORP COMMON 0.0%
Value ($000) $27 Shares 2,053 Est. Cost $11.51 Unrealized 0.0%
LVS Las Vegas Sands Corp Common 0.0%
Value ($000) $26 Shares 500 Est. Cost $50.69 Unrealized 0.0%
WMB The Williams Companies 0.0%
Value ($000) $25 Shares 471 Est. Cost $51.72 Unrealized 0.0%
JETS Etf Series Solutions Trust Ess U.S.Global Jets 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.35 Unrealized
BDX Becton Dickinson And CO CORP COMMON 0.0%
Value ($000) $25 Shares 111 Est. Cost $225.20 Unrealized 0.0%
ITOT Ishares Trust S & P 1500 Total US Stock Market Etf 0.0%
Value ($000) $25 Shares 195 Est. Cost $128.62 Unrealized
IWV Ishares Russell 3000 Index Fund Etf 0.0%
Value ($000) $25 Shares 75 Est. Cost $334.25 Unrealized
OKTA Okta, Inc. CL A 0.0%
Value ($000) $25 Shares 315 Est. Cost $77.52 Unrealized 0.0%
UAL United Airlines Holdings INC CORP COMMON 0.0%
Value ($000) $25 Shares 255 Est. Cost $84.54 Unrealized 0.0%
BF/B Brown-forman Corp Brown Forman CLASS B COMMON 0.0%
Value ($000) $24 Shares 640 Est. Cost $42.52 Unrealized 0.0%
EPAC Enerpac Tool Group Corp CLASS A COMMON 0.0%
Value ($000) $24 Shares 589 Est. Cost $45.73 Unrealized 0.0%
CASY Caseys General Stores INC CORP COMMON 0.0%
Value ($000) $24 Shares 60 Est. Cost $400.59 Unrealized 0.0%
IT Gartner INC CORP COMMON 0.0%
Value ($000) $24 Shares 49 Est. Cost $515.55 Unrealized 0.0%
ADI Analog Devices INC CORP COMMON 0.0%
Value ($000) $23 Shares 110 Est. Cost $216.79 Unrealized 0.0%
MDB MongoDB, Inc. Cl A 0.0%
Value ($000) $23 Shares 100 Est. Cost $282.40 Unrealized 0.0%
AJG Arthur J. Gallagher & Co. Ordinary Shares 0.0%
Value ($000) $23 Shares 81 Est. Cost $288.06 Unrealized 0.0%
ISRG Intuitive Surgical INC CORP COMMON 0.0%
Value ($000) $23 Shares 44 Est. Cost $520.85 Unrealized 0.0%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $23 Shares 400 Est. Cost $56.95 Unrealized 0.0%
AFL AFLAC Inc Common Stk 0.0%
Value ($000) $23 Shares 218 Est. Cost $106.42 Unrealized 0.0%
HDV MFC iShares Tr High Dividendequity FD 0.0%
Value ($000) $22 Shares 200 Est. Cost $112.26 Unrealized
VRNS Varonis Systems, Inc. 0.0%
Value ($000) $22 Shares 501 Est. Cost $52.01 Unrealized 0.0%
TER Teradyne, Inc. 0.0%
Value ($000) $22 Shares 175 Est. Cost $117.75 Unrealized 0.0%
OMFL Invesco Capital Management LLC Russell 1000 Dynamic Multifactor Etf 0.0%
Value ($000) $22 Shares 400 Est. Cost $54.23 Unrealized
EQIX Equinix INC Reit CORP COMMON 0.0%
Value ($000) $22 Shares 23 Est. Cost $897.54 Unrealized 0.0%
TWLO Twilio, Inc. Cl A 0.0%
Value ($000) $22 Shares 200 Est. Cost $91.39 Unrealized 0.0%
OKE Oneok Inc 0.0%
Value ($000) $22 Shares 215 Est. Cost $96.84 Unrealized 0.0%
MRSH Marsh & Mclennan Companies INC CORP COMMON 0.0%
Value ($000) $21 Shares 101 Est. Cost $217.77 Unrealized 0.0%
FXL First Trust Technology Alphadex Fund Etf 0.0%
Value ($000) $21 Shares 143 Est. Cost $148.55 Unrealized
ACHR Archer Aviation Inc Ordinary Shares - Class A 0.0%
Value ($000) $21 Shares 2,150 Est. Cost $5.56 Unrealized 0.0%
BUG Global X Cybersecurity Etf 0.0%
Value ($000) $21 Shares 650 Est. Cost $32.09 Unrealized
CALF Pacer Funds Trust US Small Cap Cash Cows 100 Etf 0.0%
Value ($000) $20 Shares 460 Est. Cost $44.01 Unrealized
A Agilent Technologies INC CORP COMMON 0.0%
Value ($000) $20 Shares 150 Est. Cost $135.90 Unrealized 0.0%
CEG Constellation Energy Corp COMMON 0.0%
Value ($000) $20 Shares 89 Est. Cost $247.76 Unrealized 0.0%
RCL Royal Caribbean Group F 0.0%
Value ($000) $20 Shares 85 Est. Cost $218.15 Unrealized 0.0%
EA Electronic Arts INC CORP COMMON 0.0%
Value ($000) $19 Shares 133 Est. Cost $153.06 Unrealized 0.0%
ZBRA Zebra Technologies Corp CLASS A COMMON 0.0%
Value ($000) $19 Shares 50 Est. Cost $387.42 Unrealized 0.0%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $19 Shares 91 Est. Cost $234.55 Unrealized 0.0%
GWRE Guidewire Software Inc Ordinary Shares 0.0%
Value ($000) $19 Shares 113 Est. Cost $186.80 Unrealized 0.0%
LKFN Lakeland Financial Corp COMMON 0.0%
Value ($000) $19 Shares 275 Est. Cost $66.42 Unrealized 0.0%
JOBY Joby Aviation Inc Ordinary Shares 0.0%
Value ($000) $18 Shares 2,250 Est. Cost $6.63 Unrealized 0.0%
VDE Vanguard Energy Index Fund Etf 0.0%
Value ($000) $18 Shares 150 Est. Cost $121.31 Unrealized
SUPN Supernus Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $18 Shares 500 Est. Cost $35.21 Unrealized 0.0%
VCIT Vanguard Intermediate Term Corporate Bond Etf Cor 0.0%
Value ($000) $18 Shares 221 Est. Cost $80.27 Unrealized
VMBS Vanguard Mortgage-Backed Securites Index Fund ETF 0.0%
Value ($000) $18 Shares 390 Est. Cost $45.34 Unrealized
CSX CSX Corp COMMON 0.0%
Value ($000) $18 Shares 546 Est. Cost $33.68 Unrealized 0.0%
SDVY First Trust Smid Cap Rising Dividend Achievers Etf Frst Trst Rsng Div Ach 0.0%
Value ($000) $17 Shares 485 Est. Cost $35.85 Unrealized
STX Seagate Technology Holdings Plc 0.0%
Value ($000) $17 Shares 200 Est. Cost $98.15 Unrealized 0.0%
XSW Spdr Series Trust S&p Software & Services Etf 0.0%
Value ($000) $17 Shares 90 Est. Cost $188.96 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $17 Shares 161 Est. Cost $106.02 Unrealized 0.0%
GLD MFC SPDR Gold Trust Gold Shs 0.0%
Value ($000) $17 Shares 69 Est. Cost $242.13 Unrealized
MNA NYLI MERGER ARBITRAGE ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $32.96 Unrealized
KEYS Keysight Tech Inc 0.0%
Value ($000) $16 Shares 100 Est. Cost $161.18 Unrealized 0.0%
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $16 Shares 139 Est. Cost $115.18 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $16 Shares 28 Est. Cost $557.26 Unrealized 0.0%
FDS FactSet Research Systems, Inc. 0.0%
Value ($000) $16 Shares 33 Est. Cost $468.98 Unrealized 0.0%
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $16 Shares 575 Est. Cost $24.88 Unrealized 0.0%
NTES NetEase, Inc. ADR 0.0%
Value ($000) $16 Shares 175 Est. Cost $89.21 Unrealized
MKL Markel Group Inc. 0.0%
Value ($000) $16 Shares 9 Est. Cost $1659.34 Unrealized 0.0%
IGSB Blackrock Institutional Trust Company N.A. Ishares 1-5 Year Investment Grade Corporate Bond Etf 0.0%
Value ($000) $15 Shares 298 Est. Cost $51.70 Unrealized
EXC Exelon Corp COMMON 0.0%
Value ($000) $15 Shares 401 Est. Cost $37.26 Unrealized 0.0%
BKNG Booking Holdings Inc. 0.0%
Value ($000) $15 Shares 3 Est. Cost $4764.13 Unrealized 0.0%
SJM Smucker J M Co Common New 0.0%
Value ($000) $15 Shares 134 Est. Cost $109.96 Unrealized 0.0%
DD Du Pont E I De Nemours & Co Com Stk 0.0%
Value ($000) $14 Shares 188 Est. Cost $33.84 Unrealized 0.0%
MSI Motorola Solutions Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 31 Est. Cost $468.46 Unrealized 0.0%
TRGP Targa Resources Corp Ordinary Shares 0.0%
Value ($000) $14 Shares 80 Est. Cost $175.16 Unrealized 0.0%
IXC Ishares Global Energy Etf 0.0%
Value ($000) $14 Shares 373 Est. Cost $38.18 Unrealized
NDAQ Nasdaq Inc 0.0%
Value ($000) $14 Shares 180 Est. Cost $76.22 Unrealized 0.0%
NVO Novo Nordisk A S ADR 0.0%
Value ($000) $14 Shares 160 Est. Cost $86.02 Unrealized
HLT Hilton Worldwide Holdings INC CORP COMMON 0.0%
Value ($000) $14 Shares 55 Est. Cost $244.13 Unrealized 0.0%
ED Cons Edison Inc Com 0.0%
Value ($000) $13 Shares 150 Est. Cost $94.78 Unrealized 0.0%
COF Capital One Financial Corp. Ordinary Shares 0.0%
Value ($000) $13 Shares 74 Est. Cost $170.68 Unrealized 0.0%
BR Broadridge Finl Solutions Inc 0.0%
Value ($000) $13 Shares 58 Est. Cost $219.85 Unrealized 0.0%
LRCX Lam Resh Corp 0.0%
Value ($000) $13 Shares 180 Est. Cost $74.98 Unrealized 0.0%
SHW Sherwin Williams Co 0.0%
Value ($000) $13 Shares 38 Est. Cost $369.58 Unrealized 0.0%
NCLH Norwegian Cruise Line Holdings Ltd CORP COMMON 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.28 Unrealized 0.0%
SFM Sprouts Farmers Market INC CORP COMMON 0.0%
Value ($000) $13 Shares 100 Est. Cost $132.91 Unrealized 0.0%
AVY Avery Dennison Corp. Ordinary Shares 0.0%
Value ($000) $12 Shares 65 Est. Cost $199.18 Unrealized 0.0%
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $12 Shares 270 Est. Cost $42.32 Unrealized 0.0%
DVN Devon Energy Corp New Com 0.0%
Value ($000) $12 Shares 355 Est. Cost $36.44 Unrealized 0.0%
STE Steris Plc Ordinary Shares 0.0%
Value ($000) $12 Shares 56 Est. Cost $217.42 Unrealized 0.0%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $11 Shares 60 Est. Cost $189.98 Unrealized
ARCC Ares Cap Corp Com 0.0%
Value ($000) $11 Shares 516 Est. Cost $19.38 Unrealized 0.0%
CLX Clorox Co Com 0.0%
Value ($000) $11 Shares 69 Est. Cost $157.37 Unrealized 0.0%
ASML ASML Holdings N.V. 0.0%
Value ($000) $11 Shares 16 Est. Cost $693.06 Unrealized
APPN Appian Corp. CL A 0.0%
Value ($000) $11 Shares 336 Est. Cost $35.74 Unrealized 0.0%
PJT PJT Partners, Inc. CL A 0.0%
Value ($000) $11 Shares 70 Est. Cost $151.40 Unrealized 0.0%
OBDC Blue Owl Capital Corp COMMON 0.0%
Value ($000) $11 Shares 723 Est. Cost $13.10 Unrealized 0.0%
Kellanova CORP COMMON 0.0%
Value ($000) $11 Shares 135 Est. Cost $78.18 Unrealized 0.0%
PH Parker-hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $11 Shares 17 Est. Cost $655.15 Unrealized 0.0%
ES Eversource Energy Com 0.0%
Value ($000) $11 Shares 187 Est. Cost $58.85 Unrealized 0.0%
VFC V F Corp Common 0.0%
Value ($000) $11 Shares 490 Est. Cost $20.37 Unrealized 0.0%
PPL PPL Corporation 0.0%
Value ($000) $10 Shares 322 Est. Cost $31.71 Unrealized 0.0%
DHR Danaher Corp Com 0.0%
Value ($000) $10 Shares 44 Est. Cost $243.95 Unrealized 0.0%
LRGF Ishares US Equity Factor Etf U S 0.0%
Value ($000) $10 Shares 163 Est. Cost $60.35 Unrealized
ROST Ross Stores INC CORP COMMON 0.0%
Value ($000) $10 Shares 65 Est. Cost $145.12 Unrealized 0.0%
NFLX Netflix, Inc. 0.0%
Value ($000) $10 Shares 11 Est. Cost $82.31 Unrealized 0.0%
IGIB Ishares 5-10 Yr Investment Grade Corporate Bd Etf Trt Is Inv Gr Cr 0.0%
Value ($000) $10 Shares 190 Est. Cost $51.51 Unrealized
DLR Digital Realty Trust INC Reit CORP COMMON 0.0%
Value ($000) $10 Shares 55 Est. Cost $171.20 Unrealized 0.0%
INTU Intuit INC CORP COMMON 0.0%
Value ($000) $9 Shares 15 Est. Cost $634.69 Unrealized 0.0%
NEM Newmont Corporation CORP COMMON 0.0%
Value ($000) $9 Shares 250 Est. Cost $44.64 Unrealized 0.0%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $9 Shares 85 Est. Cost $109.18 Unrealized 0.0%
HAS Hasbro Inc 0.0%
Value ($000) $9 Shares 166 Est. Cost $62.34 Unrealized 0.0%
ULTA Ulta Beauty Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 21 Est. Cost $387.42 Unrealized 0.0%
VSS Vanguard Ftse All-world Ex-us Small-cap Index Vgrd All Wrld Ex US Sml Cap Etf 0.0%
Value ($000) $9 Shares 78 Est. Cost $114.47 Unrealized
SOLV Solventum Corp COMMON 0.0%
Value ($000) $9 Shares 133 Est. Cost $70.01 Unrealized 0.0%
IDXX IDEXX Laboratories, Inc. 0.0%
Value ($000) $9 Shares 21 Est. Cost $438.63 Unrealized 0.0%
TTEK Tetra Tech, Inc. 0.0%
Value ($000) $9 Shares 215 Est. Cost $44.89 Unrealized 0.0%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $9 Shares 136 Est. Cost $62.65 Unrealized
BX Blackstone Inc 0.0%
Value ($000) $8 Shares 49 Est. Cost $168.78 Unrealized 0.0%
C Citigroup Inc New 0.0%
Value ($000) $8 Shares 120 Est. Cost $65.38 Unrealized 0.0%
DOV Dover Corp COMMON 0.0%
Value ($000) $8 Shares 45 Est. Cost $193.06 Unrealized 0.0%
IP International Paper CO CORP COMMON 0.0%
Value ($000) $8 Shares 151 Est. Cost $51.32 Unrealized 0.0%
ERIC Telefonaktiebolaget Lm Ericsson Spon ADR Rep 1 CLASS B CORP COMMON 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.06 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $8 Shares 200 Est. Cost $47.22 Unrealized 0.0%
WINA Winmark Corp. 0.0%
Value ($000) $8 Shares 20 Est. Cost $393.00 Unrealized 0.0%
BOND Pimco Active Bond ETF 0.0%
Value ($000) $8 Shares 86 Est. Cost $90.42 Unrealized
BIB ProShares UltraTranasdaq BioTechnology ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $50.66 Unrealized
GNMA Ishares Gnma Bond Etf 0.0%
Value ($000) $8 Shares 175 Est. Cost $42.93 Unrealized
Amcor Plc CORP COMMON 0.0%
Value ($000) $7 Shares 765 Est. Cost $10.10 Unrealized 0.0%
JKHY Jack Henry & Associates, Inc 0.0%
Value ($000) $7 Shares 41 Est. Cost $175.97 Unrealized 0.0%
BAX Baxter International Inc 0.0%
Value ($000) $7 Shares 245 Est. Cost $32.95 Unrealized 0.0%
CMDY Blackrock Institutional Trust Company N.A. Ishares Bloomberg Roll Select Commodity Strategy Etf 0.0%
Value ($000) $7 Shares 150 Est. Cost $47.57 Unrealized
ALL Allstate Corp Common Stock 0.0%
Value ($000) $7 Shares 37 Est. Cost $189.83 Unrealized 0.0%
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.0%
Value ($000) $7 Shares 216 Est. Cost $31.92 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $7 Shares 91 Est. Cost $57.10 Unrealized 0.0%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 0.0%
Value ($000) $7 Shares 202 Est. Cost $33.34 Unrealized
DRI Darden Restaurants INC CORP COMMON 0.0%
Value ($000) $7 Shares 35 Est. Cost $162.62 Unrealized 0.0%
FIX Comfort Systems Usa, Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 15 Est. Cost $437.35 Unrealized 0.0%
Cyberark Software Ltd Ordinary Shares 0.0%
Value ($000) $6 Shares 19 Est. Cost $333.16 Unrealized
LYB Lyondellbasell Industries N V 0.0%
Value ($000) $6 Shares 75 Est. Cost $75.68 Unrealized 0.0%
SPTI Spdr Series Trust Portfolio Intermediate Term Treasury Etf 0.0%
Value ($000) $6 Shares 199 Est. Cost $27.88 Unrealized
MGM Mgm Resorts International CORP COMMON 0.0%
Value ($000) $6 Shares 160 Est. Cost $37.80 Unrealized 0.0%
NET Cloudflare, Inc. 0.0%
Value ($000) $5 Shares 50 Est. Cost $97.70 Unrealized 0.0%
BTI British Amern Tob PLC Spon ADR 0.0%
Value ($000) $5 Shares 148 Est. Cost $36.32 Unrealized
MUB Ishares National Muni Bond ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $106.56 Unrealized
CW Curtiss-wright Corp Curtiss Wright COMMON 0.0%
Value ($000) $5 Shares 15 Est. Cost $359.29 Unrealized 0.0%
TRUP Trupanion, Inc. 0.0%
Value ($000) $5 Shares 110 Est. Cost $51.34 Unrealized 0.0%
AZN Astrazeneca Plc Spon ADR 0.0%
Value ($000) $5 Shares 80 Est. Cost $65.53 Unrealized
DJP Barclays Bank Plc Zc Sp Redeem 12/06/2036 USD 50 - 06738c778 0.0%
Value ($000) $5 Shares 162 Est. Cost $32.09 Unrealized
WSM Williams-sonoma INC Williams Sonoma CORP COMMON 0.0%
Value ($000) $5 Shares 28 Est. Cost $156.19 Unrealized 0.0%
LGIH LGI Homes, Inc. 0.0%
Value ($000) $5 Shares 57 Est. Cost $105.00 Unrealized 0.0%
FIVN Five9, Inc. 0.0%
Value ($000) $5 Shares 116 Est. Cost $36.07 Unrealized 0.0%
SPSC Sps Commerce Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 25 Est. Cost $187.59 Unrealized 0.0%
PTC Ptc Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 25 Est. Cost $189.60 Unrealized 0.0%
BJ Bjs Wholesale Club Holdings Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 51 Est. Cost $90.40 Unrealized 0.0%
TSCO Tractor Supply CO CORP COMMON 0.0%
Value ($000) $5 Shares 85 Est. Cost $55.43 Unrealized 0.0%
PAVE Global X US Infrastructure Development Etf Infra Dvlpmnt 0.0%
Value ($000) $4 Shares 109 Est. Cost $40.41 Unrealized
Azek Company Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 91 Est. Cost $47.47 Unrealized
Summit Materials Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 85 Est. Cost $50.60 Unrealized
NVS Novartis AG Spon ADR 0.0%
Value ($000) $4 Shares 44 Est. Cost $97.32 Unrealized
TRP Tc Energy Corp COMMON 0.0%
Value ($000) $4 Shares 92 Est. Cost $45.56 Unrealized 0.0%
STRL Sterling Infrastructure Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 25 Est. Cost $172.73 Unrealized 0.0%
NOK Nokia Corp - Spon ADR 0.0%
Value ($000) $4 Shares 950 Est. Cost $4.43 Unrealized
WHD Cactus Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 72 Est. Cost $62.76 Unrealized 0.0%
PBH Prestige Brands Holdings Inc. 0.0%
Value ($000) $4 Shares 52 Est. Cost $77.64 Unrealized 0.0%
MORN Morningstar Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 12 Est. Cost $341.38 Unrealized 0.0%
MEDP Medpace Holdings Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 12 Est. Cost $339.14 Unrealized 0.0%
JCI Johnson Controls International PLC 0.0%
Value ($000) $4 Shares 50 Est. Cost $79.25 Unrealized 0.0%
MBB Blackrock Institutional Trust Company N.A. Ishares Mbs Etf 0.0%
Value ($000) $4 Shares 43 Est. Cost $91.67 Unrealized
DGX Quest Diagnostics INC CORP COMMON 0.0%
Value ($000) $4 Shares 26 Est. Cost $152.61 Unrealized 0.0%
PODD Insulet Corp COMMON 0.0%
Value ($000) $4 Shares 15 Est. Cost $251.84 Unrealized 0.0%
SPYV Spdr Series Trust Portfolio S&p 500 Value Etf 0.0%
Value ($000) $4 Shares 74 Est. Cost $51.14 Unrealized
VV Vanguard Large-cap Index Fund Large Cap Etf 0.0%
Value ($000) $4 Shares 14 Est. Cost $269.71 Unrealized
BKLN Invesco Capital Management LLC Senior Loan Etf 0.0%
Value ($000) $4 Shares 179 Est. Cost $21.07 Unrealized
VMI Valmont Industries, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 12 Est. Cost $322.19 Unrealized 0.0%
TMO Thermo Fisher Scientific INC CORP COMMON 0.0%
Value ($000) $4 Shares 7 Est. Cost $547.53 Unrealized 0.0%
ELF e.l.f. Beauty Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 29 Est. Cost $119.94 Unrealized 0.0%
BBUS J.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity Etf 0.0%
Value ($000) $3 Shares 33 Est. Cost $105.91 Unrealized
SPYG Spdr Series Trust Portfolio S&p 500 Growth Etf 0.0%
Value ($000) $3 Shares 39 Est. Cost $87.90 Unrealized
BHP BHP Billiton Ltd 0.0%
Value ($000) $3 Shares 70 Est. Cost $48.83 Unrealized
OLLI Ollie's Bargain Outlet Holdings Inc 0.0%
Value ($000) $3 Shares 31 Est. Cost $99.53 Unrealized 0.0%
RRC Range Resources Corp Ordinary Shares 0.0%
Value ($000) $3 Shares 94 Est. Cost $33.07 Unrealized 0.0%
SLB Schlumberger 0.0%
Value ($000) $3 Shares 87 Est. Cost $40.51 Unrealized 0.0%
CDW CDW Corporation of Delaware 0.0%
Value ($000) $3 Shares 19 Est. Cost $190.95 Unrealized 0.0%
HBAN Huntington Bancshares INC CORP COMMON 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.70 Unrealized 0.0%
HALO Halozyme Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 68 Est. Cost $51.28 Unrealized 0.0%
BMI Badger Meter Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 15 Est. Cost $215.93 Unrealized 0.0%
UFPT Ufp Technologies Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 13 Est. Cost $291.03 Unrealized 0.0%
ENTG Entegris Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 31 Est. Cost $104.86 Unrealized 0.0%
KBR Kbr Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 53 Est. Cost $62.80 Unrealized 0.0%
COO Cooper Companies, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 33 Est. Cost $101.87 Unrealized 0.0%
UBS UBS Group Ag N CORP COMMON 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.70 Unrealized 0.0%
CVLT Commvault Systems Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 20 Est. Cost $160.92 Unrealized 0.0%
WAL Western Alliance Bancorp Ordinary Shares 0.0%
Value ($000) $3 Shares 36 Est. Cost $85.75 Unrealized 0.0%
NVT Nvent Electric Plc Ordinary Shares 0.0%
Value ($000) $3 Shares 44 Est. Cost $72.71 Unrealized 0.0%
SPGI S&p Global INC CORP COMMON 0.0%
Value ($000) $3 Shares 6 Est. Cost $503.12 Unrealized 0.0%
SMPL Simply Good Foods Co Ordinary Shares 0.0%
Value ($000) $3 Shares 73 Est. Cost $36.63 Unrealized 0.0%
CHH Choice Hotels International, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 20 Est. Cost $139.76 Unrealized 0.0%
LECO Lincoln Electric Holdings, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 15 Est. Cost $201.47 Unrealized 0.0%
POOL Pool Corp 0.0%
Value ($000) $3 Shares 8 Est. Cost $357.95 Unrealized 0.0%
Matterport INC CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 575 Est. Cost $4.74 Unrealized
TRNO Terreno Realty Corp 0.0%
Value ($000) $2 Shares 42 Est. Cost $59.14 Unrealized
RGEN Repligen Corp COMMON 0.0%
Value ($000) $2 Shares 17 Est. Cost $143.40 Unrealized 0.0%
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $2 Shares 11 Est. Cost $223.42 Unrealized 0.0%
BSX Boston Scientific Corp COMMON 0.0%
Value ($000) $2 Shares 26 Est. Cost $88.03 Unrealized 0.0%
WDAY Workday, Inc. Cl A 0.0%
Value ($000) $2 Shares 9 Est. Cost $255.47 Unrealized 0.0%
SPIB Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf 0.0%
Value ($000) $2 Shares 70 Est. Cost $32.76 Unrealized
WERN Werner Enterprises, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 63 Est. Cost $38.29 Unrealized 0.0%
ZS Zscaler INC CORP COMMON 0.0%
Value ($000) $2 Shares 12 Est. Cost $193.56 Unrealized 0.0%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $2 Shares 70 Est. Cost $30.66 Unrealized 0.0%
MNST Monster Beverage Corp COMMON 0.0%
Value ($000) $2 Shares 39 Est. Cost $53.01 Unrealized 0.0%
OPCH Option Care Health Inc. Registered Shares 0.0%
Value ($000) $2 Shares 87 Est. Cost $25.27 Unrealized 0.0%
VONG Vanguard Group, Inc. Russell 1000 Growth Index Etf 0.0%
Value ($000) $2 Shares 19 Est. Cost $103.32 Unrealized
CALX Calix Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.21 Unrealized 0.0%
PEN Penumbra Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 8 Est. Cost $227.37 Unrealized 0.0%
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.0%
Value ($000) $2 Shares 21 Est. Cost $89.05 Unrealized
SNOW Snowflake Inc. 0.0%
Value ($000) $2 Shares 12 Est. Cost $140.81 Unrealized 0.0%
KKR KKR & CO INC And CORP COMMON 0.0%
Value ($000) $2 Shares 12 Est. Cost $145.82 Unrealized 0.0%
DJT Trump Media & Technology Group Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 48 Est. Cost $31.79 Unrealized 0.0%
Lucid Group Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 460 Est. Cost $3.02 Unrealized
GILD Gilead Sciences Inc Com 0.0%
Value ($000) $1 Shares 15 Est. Cost $87.00 Unrealized 0.0%
CMG Chipotle Mexican Grill Ordinary Shares 0.0%
Value ($000) $1 Shares 22 Est. Cost $60.27 Unrealized 0.0%
ATNM Actinium Pharmaceuticals, Inc 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.55 Unrealized 0.0%
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $1 Shares 17 Est. Cost $73.82 Unrealized 0.0%
VRTX Vertex Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $1 Shares 3 Est. Cost $463.53 Unrealized 0.0%
HOG Harley Davidson Inc Com 0.0%
Value ($000) $1 Shares 40 Est. Cost $33.12 Unrealized 0.0%
BBIN J.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity Etf 0.0%
Value ($000) $1 Shares 19 Est. Cost $57.11 Unrealized
BIL Spdr Series Trust Bloomberg 1-3 Month T-Bill Etf 0.0%
Value ($000) $1 Shares 11 Est. Cost $91.45 Unrealized
VRT Vertiv Holdings Co Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 8 Est. Cost $118.54 Unrealized 0.0%
TAN Invesco Solar Etf Invsc 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.12 Unrealized
ABNB Airbnb Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.70 Unrealized 0.0%
WOOF Petco Health And Wellness Co Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.52 Unrealized 0.0%
PFFD Global X Funds U.S. Preferred Etf 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.52 Unrealized
DDOG Datadog Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 4 Est. Cost $137.35 Unrealized 0.0%
MLM Martin Marietta Materials, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 1 Est. Cost $563.61 Unrealized 0.0%
DGRO Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf 0.0%
Value ($000) $0 Shares 8 Est. Cost $61.38 Unrealized
DAL Delta Air Lines Inc. New 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.33 Unrealized 0.0%
HOOD Robinhood Markets INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $32.29 Unrealized 0.0%
KR Kroger Co Com Stk 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.34 Unrealized 0.0%
APH Amphenol Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.34 Unrealized 0.0%
SPYM Spdr Series Trust Portfolio S&p 500 Etf 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.00 Unrealized
EMBC Embecta Corp COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.54 Unrealized 0.0%
SQM Sociedad Quimica Y Minera De Chile Sa ADR Rep 1 Srs B CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.40 Unrealized
LNC Lincoln National Corp Common Ind 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.25 Unrealized 0.0%
UAA Under Armour Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 18 Est. Cost $9.14 Unrealized 0.0%
UA Under Armour Inc Ordinary Shares - Class C 0.0%
Value ($000) $0 Shares 18 Est. Cost $8.34 Unrealized 0.0%
XPEV Xpeng Inc ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.80 Unrealized
TELFY ADR Telefonica S A Sponsoredadr 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.00 Unrealized