YANKCOM Partnership Diversified Active

Location: Yankton, SD

CIK: 0002036975 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 20, 2026

Total Value: $235M (100.0% shares, 0.0% debt)

Holdings (376)

VEA Vanguard FTSE Developed Markets ETF 7.2%
Value $16.93M Shares 270,998 Est. Cost $48.79 Unrealized
VOO Vanguard Index Funds S&P 500 ETF 6.0%
Value $14.16M Shares 22,580 Est. Cost $545.93 Unrealized
SCHV Schwab Strategic Tr US Large-Cap Value ETF 5.9%
Value $13.93M Shares 470,368 Est. Cost $26.44 Unrealized
IJH iShares Tr S&P Midcap 400 ETF 4.4%
Value $10.24M Shares 155,192 Est. Cost $62.53 Unrealized
IWY iShares Tr Russell Top 200 Growth ETF 3.9%
Value $9.092M Shares 32,835 Est. Cost $239.41 Unrealized
MSFT Microsoft Corp 3.1%
Value $7.267M Shares 15,026 Est. Cost $426.05 Unrealized +17.5%
AAPL Apple Computer Inc 2.9%
Value $6.897M Shares 25,371 Est. Cost $234.63 Unrealized +14.4%
AMZN Amazon.com Inc 2.9%
Value $6.761M Shares 29,291 Est. Cost $205.67 Unrealized +11.2%
NVDA Nvidia Corp 2.5%
Value $5.845M Shares 31,339 Est. Cost $139.59 Unrealized +33.3%
GOOGL Alphabet Inc Cap Stock Cl A 2.0%
Value $4.671M Shares 14,923 Est. Cost $173.82 Unrealized +64.3%
VWO Vanguard FTSE Emerging Markets ETF 1.9%
Value $4.372M Shares 81,310 Est. Cost $45.20 Unrealized
SPDW SPDR Portfolio Developed World Ex-US ETF 1.6%
Value $3.853M Shares 86,755 Est. Cost $34.13 Unrealized
C Citigroup Inc 1.5%
Value $3.574M Shares 30,624 Est. Cost $66.00 Unrealized +57.0%
JPM JPMorgan Chase & Co 1.5%
Value $3.535M Shares 10,971 Est. Cost $228.57 Unrealized +35.4%
AVGO Broadcom Inc 1.4%
Value $3.295M Shares 9,521 Est. Cost $187.55 Unrealized +90.3%
IJR iShares Core S&P Smallcap 600 Index ETF 1.4%
Value $3.275M Shares 27,249 Est. Cost $115.15 Unrealized
IEFA iShares Core MSCI EAFE ETF 1.3%
Value $3.047M Shares 34,061 Est. Cost $73.50 Unrealized
SPY SPDR S&P 500 ETF 1.3%
Value $2.977M Shares 4,366 Est. Cost $593.67 Unrealized
IVV iShares Core S&P 500 ETF 1.0%
Value $2.271M Shares 3,316 Est. Cost $588.68 Unrealized
ABBV AbbVie Inc 0.9%
Value $2.202M Shares 9,639 Est. Cost $177.80 Unrealized +28.0%
XOM Exxon Mobil Corp 0.9%
Value $2.146M Shares 17,834 Est. Cost $111.97 Unrealized +3.1%
META Meta Platforms Inc (formerly Facebook Inc) 0.9%
Value $2.073M Shares 3,140 Est. Cost $590.80 Unrealized +13.0%
UNP Union Pacific Corp 0.9%
Value $2.005M Shares 8,668 Est. Cost $229.10 Unrealized -0.8%
AMP Ameriprise Financial Corp 0.8%
Value $1.988M Shares 4,055 Est. Cost $516.99 Unrealized -8.3%
TSLA Tesla Motors Inc 0.8%
Value $1.895M Shares 4,214 Est. Cost $327.26 Unrealized +35.5%
VNQ Vanguard REIT ETF 0.8%
Value $1.878M Shares 21,215 Est. Cost $89.18 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.8%
Value $1.827M Shares 3,634 Est. Cost $465.04 Unrealized +7.0%
CSCO Cisco Systems Inc 0.8%
Value $1.797M Shares 23,331 Est. Cost $55.44 Unrealized +33.1%
MCD McDonalds Corp 0.8%
Value $1.789M Shares 5,854 Est. Cost $290.84 Unrealized +4.9%
GOOG Alphabet Inc Cap Stock Cl C 0.7%
Value $1.756M Shares 5,595 Est. Cost $186.19 Unrealized +53.8%
MRK Merck & Co Inc 0.7%
Value $1.734M Shares 16,469 Est. Cost $96.31 Unrealized -3.2%
PG Procter & Gamble Co 0.7%
Value $1.686M Shares 11,764 Est. Cost $161.63 Unrealized -8.9%
V Visa Inc 0.7%
Value $1.677M Shares 4,781 Est. Cost $305.25 Unrealized +11.5%
WMB Williams Companies 0.7%
Value $1.674M Shares 27,855 Est. Cost $52.07 Unrealized +15.3%
SHOP Shopify Inc 0.7%
Value $1.652M Shares 10,264 Est. Cost $97.26 Unrealized +65.1%
HD Home Depot 0.7%
Value $1.547M Shares 4,496 Est. Cost $390.29 Unrealized -6.6%
MDT Medtronic Hldg Ltd 0.6%
Value $1.517M Shares 15,796 Est. Cost $84.07 Unrealized +15.5%
RSP Invesco S&P 500 Equal Weight ETF 0.6%
Value $1.475M Shares 7,700 Est. Cost $175.23 Unrealized
LLY Eli Lilly & Co 0.6%
Value $1.464M Shares 1,362 Est. Cost $862.00 Unrealized +10.9%
JNJ Johnson & Johnson Inc 0.6%
Value $1.448M Shares 6,995 Est. Cost $149.84 Unrealized +31.5%
CAT Caterpillar Inc 0.6%
Value $1.436M Shares 2,507 Est. Cost $393.26 Unrealized +41.3%
ABT Abbott Laboratories 0.6%
Value $1.432M Shares 11,431 Est. Cost $113.57 Unrealized +12.1%
HON Honeywell Intl Inc 0.6%
Value $1.401M Shares 7,180 Est. Cost $202.70 Unrealized -3.8%
LMT Lockheed Martin Corp 0.6%
Value $1.347M Shares 2,784 Est. Cost $517.57 Unrealized -8.0%
PEP Pepsico Inc 0.6%
Value $1.328M Shares 9,251 Est. Cost $155.59 Unrealized -6.2%
QCOM Qualcomm Inc 0.6%
Value $1.328M Shares 7,761 Est. Cost $158.59 Unrealized +7.7%
PM Philip Morris Inc 0.5%
Value $1.253M Shares 7,812 Est. Cost $120.59 Unrealized +27.3%
WMT Wal-Mart Stores Inc 0.5%
Value $1.235M Shares 11,084 Est. Cost $90.92 Unrealized +17.9%
COST Costco Wholesale Corp 0.5%
Value $1.233M Shares 1,430 Est. Cost $921.20 Unrealized -1.7%
DLR Digital Realty Tr Inc 0.5%
Value $1.202M Shares 7,772 Est. Cost $170.65 Unrealized -4.4%
QUAL Ishares MSCI USA Quality Factor ETF 0.5%
Value $1.192M Shares 6,000 Est. Cost $178.08 Unrealized
NVS Novartis AG ADR 0.5%
Value $1.172M Shares 8,499 Est. Cost $98.83 Unrealized
PLD Prologis Inc Reit 0.5%
Value $1.115M Shares 8,734 Est. Cost $110.23 Unrealized +12.4%
IWD Ishares Russell 1000 Value ETF 0.5%
Value $1.106M Shares 5,258 Est. Cost $185.13 Unrealized
NEE Nextera Energy Inc 0.5%
Value $1.092M Shares 13,603 Est. Cost $71.57 Unrealized +15.3%
DGX Quest Diagnostics Inc 0.5%
Value $1.084M Shares 6,246 Est. Cost $152.61 Unrealized +19.3%
MS Morgan Stanley 0.5%
Value $1.082M Shares 6,092 Est. Cost $126.50 Unrealized +31.6%
IWF iShares Tr Russell 1000 Growth ETF 0.4%
Value $1.034M Shares 2,184 Est. Cost $401.50 Unrealized
BKNG Booking Holdings 0.4%
Value $1.028M Shares 192 Est. Cost $4768.03 Unrealized +7.8%
ALL Allstate Corporation 0.4%
Value $1.016M Shares 4,879 Est. Cost $191.24 Unrealized +6.7%
VZ Verizon Communications 0.4%
Value $957K Shares 23,486 Est. Cost $39.50 Unrealized +2.5%
CVX Chevron Texaco Corp 0.4%
Value $946K Shares 6,209 Est. Cost $146.09 Unrealized +3.6%
SBUX Starbucks Corp 0.4%
Value $938K Shares 11,133 Est. Cost $91.91 Unrealized -8.5%
FDX FedEx Corp 0.4%
Value $927K Shares 3,210 Est. Cost $271.60 Unrealized -3.7%
BSCQ Invesco Bulletshares 2026 Corporate Bond ETF 0.4%
Value $911K Shares 46,523 Est. Cost $19.43 Unrealized
FITB Fifth Third Bancorp 0.4%
Value $893K Shares 19,079 Est. Cost $41.72 Unrealized +4.6%
HBAN Huntington Bancshares Inc Corp Common 0.4%
Value $874K Shares 50,361 Est. Cost $16.01 Unrealized +1.8%
TRP TC Energy Corp 0.4%
Value $863K Shares 15,682 Est. Cost $45.54 Unrealized +17.2%
RTX RTX Corporation (Formerly Raytheon Technologies) 0.4%
Value $850K Shares 4,632 Est. Cost $123.46 Unrealized +40.4%
BSCR Invesco Bulletshares 2027 Corporate Bond ETF 0.4%
Value $846K Shares 42,870 Est. Cost $19.49 Unrealized
ETN Eaton Corp 0.3%
Value $816K Shares 2,563 Est. Cost $345.77 Unrealized +2.5%
TFC Truist Financial Corp 0.3%
Value $785K Shares 15,950 Est. Cost $42.51 Unrealized +7.7%
CIBR First Trust Nasdaq Cybersecurity ETF 0.3%
Value $750K Shares 10,490 Est. Cost $63.45 Unrealized
APD Air Products & Chemicals Inc 0.3%
Value $749K Shares 3,033 Est. Cost $300.66 Unrealized -16.3%
CRM Salesforce Inc 0.3%
Value $748K Shares 2,824 Est. Cost $311.39 Unrealized -20.3%
SLYV SPDR S&P 600 Small Cap Value ETF 0.3%
Value $742K Shares 8,158 Est. Cost $87.25 Unrealized
TEL TE Connectivity PLC Registered Shares 0.3%
Value $725K Shares 3,187 Est. Cost $147.02 Unrealized +57.3%
PRU Prudential Financial 0.3%
Value $724K Shares 6,416 Est. Cost $115.91 Unrealized -8.1%
CB Chubb Ltd Ord 0.3%
Value $704K Shares 2,256 Est. Cost $281.53 Unrealized +3.9%
BX Blackstone Inc 0.3%
Value $701K Shares 4,551 Est. Cost $136.21 Unrealized +11.2%
TGT Target Corporation 0.3%
Value $677K Shares 6,929 Est. Cost $133.97 Unrealized -31.6%
ENB Enbridge Inc 0.3%
Value $668K Shares 13,963 Est. Cost $39.21 Unrealized +20.2%
AEP American Electric Power Co Inc 0.3%
Value $667K Shares 5,787 Est. Cost $94.94 Unrealized +24.0%
GLW Corning Inc 0.3%
Value $652K Shares 7,444 Est. Cost $46.35 Unrealized +85.5%
TMO Thermo Fisher Scientific 0.3%
Value $647K Shares 1,116 Est. Cost $520.55 Unrealized +8.6%
ECL Ecolab Inc 0.3%
Value $599K Shares 2,280 Est. Cost $246.90 Unrealized +7.6%
NOC Northrop Grumman Corp 0.3%
Value $589K Shares 1,033 Est. Cost $495.44 Unrealized +16.8%
COP Conoco Phillips 0.2%
Value $566K Shares 6,048 Est. Cost $99.75 Unrealized -9.8%
ITA iShares Dow Jones US Aerospace and Defense Index Fund ETF 0.2%
Value $558K Shares 2,600 Est. Cost $145.36 Unrealized
BSMR Invesco Bulletshares 2027 Municipal Bond ETF 0.2%
Value $550K Shares 23,226 Est. Cost $23.56 Unrealized
PNC PNC Financial Services Group 0.2%
Value $539K Shares 2,583 Est. Cost $188.64 Unrealized +2.2%
PYPL PayPal Holdings Inc 0.2%
Value $534K Shares 9,143 Est. Cost $82.95 Unrealized -21.8%
BSCS Invesco Bulletshares 2028 Corporate Bond ETF 0.2%
Value $527K Shares 25,602 Est. Cost $20.22 Unrealized
ITOT Ishares Core S&P Total US Stock Market ETF 0.2%
Value $520K Shares 3,500 Est. Cost $128.62 Unrealized
ISRG Intuitive Surgical Inc 0.2%
Value $497K Shares 878 Est. Cost $521.57 Unrealized +2.1%
BSMQ Invesco Bulletshares 2026 Municipal Bond ETF 0.2%
Value $457K Shares 19,340 Est. Cost $23.57 Unrealized
ADBE Adobe Systems Inc 0.2%
Value $452K Shares 1,291 Est. Cost $478.63 Unrealized -28.9%
QQQ Invesco QQQ Trust Series 1 ETF 0.2%
Value $448K Shares 730 Est. Cost $525.17 Unrealized
HAS Hasbro Inc 0.2%
Value $442K Shares 5,391 Est. Cost $61.88 Unrealized +26.1%
AMGN Amgen Inc 0.2%
Value $439K Shares 1,341 Est. Cost $286.76 Unrealized +10.2%
SNA Snap-On Tools Corp 0.2%
Value $426K Shares 1,237 Est. Cost $323.82 Unrealized +5.1%
DSI iShares MSCI KLD 400 Social Index ETF 0.2%
Value $413K Shares 3,203 Est. Cost $110.25 Unrealized
IHDG Wisdomtree International Hedged Qual Dividend Growth ETF 0.2%
Value $409K Shares 8,400 Est. Cost $43.47 Unrealized
XYL Xylem Inc 0.2%
Value $409K Shares 3,000 Est. Cost $124.71 Unrealized +15.1%
DUK Duke Energy Corp 0.2%
Value $408K Shares 3,480 Est. Cost $108.90 Unrealized +11.6%
SDY SPDR S&P Dividend ETF 0.2%
Value $378K Shares 2,715 Est. Cost $132.10 Unrealized
NFLX Netflix, Inc. 0.2%
Value $376K Shares 4,013 Est. Cost $105.67 Unrealized +2.0%
NOW Servicenow Inc 0.2%
Value $368K Shares 2,400 Est. Cost $176.97 Unrealized -3.1%
DVY iShares Select Dividend ETF 0.2%
Value $360K Shares 2,550 Est. Cost $131.29 Unrealized
BSCV Invesco Bulletshares 2031 Corporate Bond ETF 0.1%
Value $346K Shares 20,733 Est. Cost $16.35 Unrealized
LRCX Lam Research Corp. Ordinary Shares 0.1%
Value $346K Shares 2,019 Est. Cost $75.33 Unrealized +106.2%
BSCT Invesco Bulletshares 2029 Corporate Bond ETF 0.1%
Value $339K Shares 17,973 Est. Cost $18.47 Unrealized
MA Mastercard Inc 0.1%
Value $336K Shares 588 Est. Cost $518.27 Unrealized +7.8%
SCHD Schwab US Dividend Equity ETF 0.1%
Value $331K Shares 12,053 Est. Cost $27.36 Unrealized
BSMS Invesco Bulletshares 2028 Municipal Bond ETF 0.1%
Value $322K Shares 13,691 Est. Cost $23.28 Unrealized
DOW Dow Inc 0.1%
Value $308K Shares 13,182 Est. Cost $39.37 Unrealized -42.2%
AMT American Tower Corp 0.1%
Value $307K Shares 1,748 Est. Cost $198.69 Unrealized -9.3%
BSCY Invesco Bulletshares 2034 Corporate Bond ETF 0.1%
Value $306K Shares 14,569 Est. Cost $20.84 Unrealized
ZTS Zoetis Inc Class A 0.1%
Value $302K Shares 2,402 Est. Cost $173.12 Unrealized -24.8%
DHR Danaher Corp 0.1%
Value $301K Shares 1,316 Est. Cost $234.51 Unrealized -6.4%
ASML ASML Holdings NV ADR 0.1%
Value $297K Shares 278 Est. Cost $767.69 Unrealized
VCIT Vanguard Intermediate Term Corporate Bond ETF 0.1%
Value $297K Shares 3,551 Est. Cost $81.88 Unrealized
BSCX Invesco BulletShares 2033 Corporate Bond ETF 0.1%
Value $296K Shares 13,792 Est. Cost $21.15 Unrealized
IWM iShares Russell 2000 Index 0.1%
Value $296K Shares 1,201 Est. Cost $221.02 Unrealized
BSCW Invesco Bulletshares 2032 Corporate Bond ETF 0.1%
Value $295K Shares 14,111 Est. Cost $20.54 Unrealized
PANW Palo Alto Networks Inc Common 0.1%
Value $293K Shares 1,589 Est. Cost $189.68 Unrealized +6.4%
ACN Accenture PLC 0.1%
Value $269K Shares 1,004 Est. Cost $354.13 Unrealized -28.3%
BSCZ Invesco Bulletshares 2035 Corporate Bond ETF 0.1%
Value $269K Shares 12,934 Est. Cost $20.81 Unrealized
BSCU Invesco Bulletshares 2030 Corporate Bond ETF 0.1%
Value $266K Shares 15,750 Est. Cost $16.58 Unrealized
BSMT Invesco Bulletshares 2029 Municipal Bond ETF 0.1%
Value $266K Shares 11,509 Est. Cost $22.80 Unrealized
INTU Intuit Inc 0.1%
Value $246K Shares 371 Est. Cost $632.47 Unrealized +4.5%
FTV Fortive Corp 0.1%
Value $238K Shares 4,304 Est. Cost $55.99 Unrealized -7.4%
BAC Bankamerica Corp 0.1%
Value $233K Shares 4,239 Est. Cost $44.57 Unrealized +18.2%
KO Coca Cola Co 0.1%
Value $228K Shares 3,260 Est. Cost $63.54 Unrealized +9.2%
IDXX Idexx Laboratories, Inc 0.1%
Value $224K Shares 331 Est. Cost $621.74 Unrealized +9.5%
APH Amphenol Corp 0.1%
Value $214K Shares 1,580 Est. Cost $69.24 Unrealized +92.9%
XLE Energy Select Sector SPDR ETF 0.1%
Value $213K Shares 4,764 Est. Cost $65.19 Unrealized
PKG Packaging Corp of America 0.1%
Value $212K Shares 1,030 Est. Cost $224.51 Unrealized -9.9%
AFL AFLAC Inc 0.1%
Value $201K Shares 1,826 Est. Cost $106.39 Unrealized +3.2%
PLTR Palantir Technologies Inc 0.1%
Value $194K Shares 1,089 Est. Cost $163.27 Unrealized +10.9%
SPOT Spotify Technology Sa Corp 0.1%
Value $191K Shares 329 Est. Cost $596.93 Unrealized +4.7%
EBAY Ebay Inc 0.1%
Value $187K Shares 2,142 Est. Cost $62.40 Unrealized +38.4%
GCOW Pacer Funds Trust Global Cash Cows Dividend ETF 0.1%
Value $181K Shares 4,389 Est. Cost $41.22 Unrealized
COWZ Pacer Funds Trust US Cash Cows 100 ETF 0.1%
Value $180K Shares 2,993 Est. Cost $60.17 Unrealized
SNPS Synopsys Inc 0.1%
Value $178K Shares 379 Est. Cost $517.76 Unrealized -14.2%
VUG Vanguard Growth Index Fund ETF 0.1%
Value $176K Shares 361 Est. Cost $487.86 Unrealized
BSMU Invesco Bulletshares 2030 Municipal Bond ETF 0.1%
Value $174K Shares 7,900 Est. Cost $21.50 Unrealized
SYK Stryker Corp 0.1%
Value $173K Shares 492 Est. Cost $366.87 Unrealized -0.9%
KKR KKR & Company Inc 0.1%
Value $171K Shares 1,338 Est. Cost $130.46 Unrealized -4.7%
MPWR Monolithic Power Systems Inc 0.1%
Value $160K Shares 176 Est. Cost $727.86 Unrealized +32.0%
SHW Sherwin-Williams Company 0.1%
Value $159K Shares 491 Est. Cost $363.48 Unrealized -8.1%
SCHW Charles Schwab Corp 0.1%
Value $158K Shares 1,585 Est. Cost $75.91 Unrealized +24.8%
MXI iShares S&P Global Materials Index ETF 0.1%
Value $154K Shares 1,589 Est. Cost $77.70 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value $150K Shares 4,608 Est. Cost $27.87 Unrealized
CMG Chipotle Mexican Grill Inc 0.1%
Value $150K Shares 4,062 Est. Cost $57.36 Unrealized -36.9%
LECO Lincoln Electric Holdings Inc 0.1%
Value $150K Shares 625 Est. Cost $201.50 Unrealized +17.5%
ODFL Old Dominion Freight Lines 0.1%
Value $146K Shares 931 Est. Cost $189.38 Unrealized -24.4%
DDOG Datadog Inc Cl A 0.1%
Value $145K Shares 1,069 Est. Cost $136.61 Unrealized +15.7%
HIMU iShares High Yield Muni Active ETF 0.1%
Value $141K Shares 2,904 Est. Cost $49.48 Unrealized
SPGI S&P Global Inc 0.1%
Value $135K Shares 259 Est. Cost $502.54 Unrealized -1.7%
PGR Progressive Corp 0.1%
Value $134K Shares 590 Est. Cost $240.36 Unrealized -11.7%
URI United Rentals Inc 0.1%
Value $130K Shares 161 Est. Cost $803.98 Unrealized +7.8%
CTAS Cintas Corp 0.1%
Value $125K Shares 666 Est. Cost $206.78 Unrealized -9.0%
SRLN SPDR Blackstone Senior Loan ETF 0.1%
Value $121K Shares 2,936 Est. Cost $41.73 Unrealized
BLK Blackrock Inc 0.0%
Value $108K Shares 101 Est. Cost $1008.46 Unrealized +8.0%
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.0%
Value $107K Shares 1,331 Est. Cost $78.65 Unrealized
CPRT Copart Inc 0.0%
Value $103K Shares 2,635 Est. Cost $55.21 Unrealized -24.9%
WING Wingstop Inc 0.0%
Value $102K Shares 426 Est. Cost $260.65 Unrealized -5.0%
MBB iShares Barclays MBS Bond ETF 0.0%
Value $99,504 Shares 1,045 Est. Cost $94.17 Unrealized
UNH Unitedhealth Group Inc 0.0%
Value $99,033 Shares 300 Est. Cost $525.57 Unrealized -35.8%
CASY Casey's General Stores Inc 0.0%
Value $97,830 Shares 177 Est. Cost $476.37 Unrealized +15.4%
VGT Vanguard Information Technology ETF 0.0%
Value $94,977 Shares 126 Est. Cost $711.96 Unrealized
VSGX Vanguard ESG International Stock ETF 0.0%
Value $88,307 Shares 1,233 Est. Cost $56.70 Unrealized
GS Goldman Sachs Group 0.0%
Value $84,384 Shares 96 Est. Cost $773.93 Unrealized +5.1%
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR 0.0%
Value $77,188 Shares 254 Est. Cost $260.46 Unrealized
AXP American Express Co 0.0%
Value $76,950 Shares 208 Est. Cost $343.63 Unrealized +3.9%
PWV Invesco Large Cap Value ETF 0.0%
Value $71,642 Shares 1,077 Est. Cost $66.52 Unrealized
DKNG Draftkings Inc New Class A 0.0%
Value $67,580 Shares 1,961 Est. Cost $38.39 Unrealized -14.3%
AMAT Applied Materials Inc 0.0%
Value $64,761 Shares 252 Est. Cost $176.35 Unrealized +35.8%
SYY Sysco Corp 0.0%
Value $64,258 Shares 872 Est. Cost $73.57 Unrealized +2.6%
VXUS Vanguard Total International Stock ETF 0.0%
Value $62,087 Shares 823 Est. Cost $58.93 Unrealized
VTWO Vanguard Russell 2000 ETF 0.0%
Value $58,617 Shares 589 Est. Cost $90.87 Unrealized
ESGV Vanguard ESG US Stock ETF 0.0%
Value $55,400 Shares 458 Est. Cost $104.89 Unrealized
SAP SAP SE ADR 0.0%
Value $55,383 Shares 228 Est. Cost $242.91 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value $55,313 Shares 576 Est. Cost $96.03 Unrealized
CWI SPDR MSCI ACWI Ex US ETF 0.0%
Value $55,245 Shares 1,538 Est. Cost $27.94 Unrealized
ETR Entergy Corp 0.0%
Value $51,576 Shares 558 Est. Cost $71.01 Unrealized +33.1%
USMV iShares MSCI USA Min Vol Factor ETF 0.0%
Value $50,941 Shares 541 Est. Cost $94.16 Unrealized
VO Vanguard MSCI US Mid Cap 450 Index 0.0%
Value $49,048 Shares 169 Est. Cost $292.37 Unrealized
HDV Ishares Core High Dividend ETF 0.0%
Value $48,765 Shares 400 Est. Cost $112.26 Unrealized
DE Deere and Co 0.0%
Value $47,489 Shares 102 Est. Cost $429.23 Unrealized +9.0%
CW Curtiss-Wright Corp 0.0%
Value $47,409 Shares 86 Est. Cost $359.29 Unrealized +55.2%
VIG Vanguard Dividend Appreciation Index Fund ETF 0.0%
Value $47,033 Shares 214 Est. Cost $219.78 Unrealized
UBS UBS Group Ag Registered Shares 0.0%
Value $46,680 Shares 1,008 Est. Cost $40.40 Unrealized 0.0%
CSX CSX Corp 0.0%
Value $46,399 Shares 1,280 Est. Cost $33.68 Unrealized +6.0%
VGIT Vanguard Intermediate Term Treasury ETF 0.0%
Value $45,427 Shares 758 Est. Cost $58.63 Unrealized
FCX Freeport-McMoran Copper & Gold Inc 0.0%
Value $44,136 Shares 869 Est. Cost $42.12 Unrealized +2.8%
BND Vanguard Total Bond Market ETF 0.0%
Value $40,738 Shares 550 Est. Cost $71.91 Unrealized
VB Vanguard Small-Cap Index Fund ETF 0.0%
Value $39,208 Shares 152 Est. Cost $250.59 Unrealized
IXUS Ishares Core MSCI Total International Stock ETF 0.0%
Value $38,003 Shares 449 Est. Cost $66.14 Unrealized
EMR Emerson Electric Co 0.0%
Value $36,763 Shares 277 Est. Cost $120.54 Unrealized +9.8%
CP Canadian Pacific Kansas City Ltd 0.0%
Value $36,226 Shares 492 Est. Cost $76.44 Unrealized -3.7%
TRV Travelers Companies 0.0%
Value $35,097 Shares 121 Est. Cost $247.23 Unrealized +13.5%
CHD Church & Dwight Co Inc 0.0%
Value $34,630 Shares 413 Est. Cost $96.19 Unrealized -11.4%
EEMV Ishares MSCI Emerging Markets Min Vol Factor ETF 0.0%
Value $34,325 Shares 536 Est. Cost $64.04 Unrealized
ORCL Oracle Corp 0.0%
Value $33,914 Shares 174 Est. Cost $219.15 Unrealized +8.6%
JCI Johnson Controls International PLC 0.0%
Value $33,770 Shares 282 Est. Cost $114.81 Unrealized 0.0%
SLB Schlumberger LTD 0.0%
Value $33,313 Shares 868 Est. Cost $40.15 Unrealized -10.2%
BP ADR BP Amoco P L C 0.0%
Value $33,272 Shares 958 Est. Cost $34.65 Unrealized
GILD Gilead Sciences Inc 0.0%
Value $33,140 Shares 270 Est. Cost $87.00 Unrealized +38.9%
USIG iShares Broad USD Investment Grade Corporate Bond ETF 0.0%
Value $32,201 Shares 622 Est. Cost $51.77 Unrealized
LIN Linde PLC Corp 0.0%
Value $31,553 Shares 74 Est. Cost $456.41 Unrealized -6.4%
AZN Astrazeneca PLC 0.0%
Value $31,440 Shares 342 Est. Cost $91.93 Unrealized
DLTR Dollar Tree Inc 0.0%
Value $30,752 Shares 250 Est. Cost $107.15 Unrealized 0.0%
PNW Pinnacle West Cap Corp 0.0%
Value $30,247 Shares 341 Est. Cost $84.97 Unrealized +5.0%
VGK Vanguard FTSE Europe ETF 0.0%
Value $29,849 Shares 357 Est. Cost $63.47 Unrealized
AVSC Avantis U.S Small Cap Equity ETF 0.0%
Value $29,370 Shares 500 Est. Cost $57.25 Unrealized
GSK Glaxosmithkline PLC ADR 0.0%
Value $28,983 Shares 591 Est. Cost $49.04 Unrealized
DIS Disney Co 0.0%
Value $27,987 Shares 246 Est. Cost $103.52 Unrealized +5.8%
SO Southern Co 0.0%
Value $27,817 Shares 319 Est. Cost $84.51 Unrealized +7.5%
PFE Pfizer Inc 0.0%
Value $27,589 Shares 1,108 Est. Cost $25.03 Unrealized 0.0%
BDX Becton Dickinson & Co 0.0%
Value $27,558 Shares 142 Est. Cost $195.58 Unrealized -3.1%
ING ING Groep ADR 0.0%
Value $26,544 Shares 948 Est. Cost $25.17 Unrealized
WM Waste Management Inc. Com 0.0%
Value $26,365 Shares 120 Est. Cost $211.11 Unrealized +0.7%
SHEL Shell PLC ADR 0.0%
Value $25,792 Shares 351 Est. Cost $73.41 Unrealized
TTE TotalEnergies SE 0.0%
Value $25,461 Shares 390 Est. Cost $63.23 Unrealized 0.0%
IDEV Ishares MSCI International Developed Markets ETF 0.0%
Value $25,321 Shares 307 Est. Cost $80.17 Unrealized
SOLS Solstice Advanced Materials Inc 0.0%
Value $25,015 Shares 515 Est. Cost $47.08 Unrealized 0.0%
CARR Carrier Global Corp 0.0%
Value $24,994 Shares 473 Est. Cost $63.09 Unrealized -12.0%
SONY Sony Corp 0.0%
Value $24,986 Shares 976 Est. Cost $25.58 Unrealized
PFG Principal Financial Group 0.0%
Value $24,875 Shares 282 Est. Cost $80.41 Unrealized +4.3%
VONV Vanguard Russell 1000 Value Index ETF 0.0%
Value $24,829 Shares 269 Est. Cost $92.30 Unrealized
IMCG Ishares Morningstar Mid-Cap Growth ETF 0.0%
Value $23,952 Shares 300 Est. Cost $79.84 Unrealized
USB US Bancorp 0.0%
Value $23,372 Shares 438 Est. Cost $45.73 Unrealized +6.6%
FIS Fidelity National Information Services Inc 0.0%
Value $23,261 Shares 350 Est. Cost $78.33 Unrealized -16.2%
LH Labcorp Holdings Inc 0.0%
Value $23,081 Shares 92 Est. Cost $226.47 Unrealized +17.1%
VONG Vanguard Russell 1000 Growth Index ETF 0.0%
Value $23,011 Shares 189 Est. Cost $121.75 Unrealized
ELS Equity Lifestyle Properties Inc 0.0%
Value $22,971 Shares 379 Est. Cost $61.67 Unrealized
MKC McCormick & Company Non Voting 0.0%
Value $21,931 Shares 322 Est. Cost $73.41 Unrealized -10.2%
USHY iShares Broad USD High Yield Corporate Bond ETF 0.0%
Value $19,820 Shares 530 Est. Cost $37.40 Unrealized
BSMV Invesco Bulletshares 2031 Municipal Bond ETF 0.0%
Value $19,634 Shares 929 Est. Cost $20.93 Unrealized
BAH Booz Allen Hamilton Holding Corp 0.0%
Value $19,403 Shares 230 Est. Cost $133.12 Unrealized -33.5%
BCS Barclays PLC ADR 0.0%
Value $19,316 Shares 759 Est. Cost $25.45 Unrealized
LKQ LKQ Corp 0.0%
Value $19,026 Shares 630 Est. Cost $36.26 Unrealized -17.3%
AVDE Avantis International Equity ETF 0.0%
Value $18,769 Shares 228 Est. Cost $78.90 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria S.A. ADR 0.0%
Value $18,182 Shares 780 Est. Cost $23.31 Unrealized
BHP ADR BHP Billiton LTD 0.0%
Value $18,171 Shares 301 Est. Cost $56.87 Unrealized
RF Regions Financial 0.0%
Value $17,994 Shares 664 Est. Cost $23.54 Unrealized +7.8%
BMY Bristol Myers Squibb Co 0.0%
Value $17,369 Shares 322 Est. Cost $51.70 Unrealized -8.1%
CRL Charles River Laboratories International Inc 0.0%
Value $17,155 Shares 86 Est. Cost $146.45 Unrealized +23.9%
IUSB iShares Core Total USD Bond Market ETF 0.0%
Value $16,429 Shares 353 Est. Cost $46.54 Unrealized
SAN Banco Santander SA ADR 0.0%
Value $16,399 Shares 1,398 Est. Cost $11.73 Unrealized
VMI Valmont Industries, Inc 0.0%
Value $16,093 Shares 40 Est. Cost $306.70 Unrealized +32.7%
BINC Ishares Flexible Income Active ETF 0.0%
Value $15,725 Shares 298 Est. Cost $52.77 Unrealized
TM Toyota Mtr Corp Sponsored ADR 0.0%
Value $15,412 Shares 72 Est. Cost $214.06 Unrealized
RY Royal Bank Of Canada Corp 0.0%
Value $15,003 Shares 88 Est. Cost $153.57 Unrealized 0.0%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value $14,805 Shares 185 Est. Cost $71.62 Unrealized
CMI Cummins Inc 0.0%
Value $14,803 Shares 29 Est. Cost $466.32 Unrealized 0.0%
LYG Lloyds Banking Group PLC ADR 0.0%
Value $14,745 Shares 2,782 Est. Cost $5.30 Unrealized
SNY Sanofi ADR 0.0%
Value $14,586 Shares 301 Est. Cost $51.34 Unrealized
TJX TJX Companies Inc 0.0%
Value $14,286 Shares 93 Est. Cost $147.70 Unrealized 0.0%
MGA Magna Int'l Inc Cl A 0.0%
Value $14,231 Shares 267 Est. Cost $41.14 Unrealized +18.8%
ADI Analog Devices Inc 0.0%
Value $14,102 Shares 52 Est. Cost $250.62 Unrealized 0.0%
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0%
Value $13,718 Shares 171 Est. Cost $80.22 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value $13,536 Shares 43 Est. Cost $314.79 Unrealized
ADP Automatic Data Processing 0.0%
Value $13,119 Shares 51 Est. Cost $287.18 Unrealized -7.8%
MMM 3M Company 0.0%
Value $12,968 Shares 81 Est. Cost $149.80 Unrealized +8.9%
AVY Avery Dennison Corp 0.0%
Value $12,732 Shares 70 Est. Cost $199.18 Unrealized -13.5%
CNQ Canadian Natural Resources Ltd 0.0%
Value $12,592 Shares 372 Est. Cost $32.42 Unrealized 0.0%
HSBC HSBC Hldgs Plc Sponsored ADR New 0.0%
Value $11,643 Shares 148 Est. Cost $78.67 Unrealized
IBM International Business Machines Corp 0.0%
Value $11,553 Shares 39 Est. Cost $270.15 Unrealized +10.6%
BITO Proshares Trust Bitcoin ETF 0.0%
Value $11,066 Shares 910 Est. Cost $12.16 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value $10,957 Shares 163 Est. Cost $67.22 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value $10,837 Shares 44 Est. Cost $247.57 Unrealized 0.0%
MUFG Mitsubishi UFJ Financial Group, Inc. ADR 0.0%
Value $10,483 Shares 661 Est. Cost $15.86 Unrealized
UHAL/B U-Haul Holding Co Ser N - Non Voting 0.0%
Value $10,283 Shares 220 Est. Cost $65.76 Unrealized -26.0%
BUD Anheuser Busch 0.0%
Value $10,182 Shares 159 Est. Cost $64.04 Unrealized
T AT&T Inc 0.0%
Value $10,035 Shares 404 Est. Cost $25.02 Unrealized +1.0%
NVO Novo-Nordisk ADR 0.0%
Value $9,667 Shares 190 Est. Cost $69.44 Unrealized
WFC Wells Fargo & Company 0.0%
Value $9,600 Shares 103 Est. Cost $86.63 Unrealized 0.0%
BA Boeing Company 0.0%
Value $9,553 Shares 44 Est. Cost $205.66 Unrealized 0.0%
PSX Phillips 66 Com 0.0%
Value $9,549 Shares 74 Est. Cost $121.61 Unrealized +10.2%
BSX Boston Scientific Corp 0.0%
Value $9,535 Shares 100 Est. Cost $98.04 Unrealized 0.0%
OTIS Otis Worldwide Corp Common 0.0%
Value $8,735 Shares 100 Est. Cost $98.31 Unrealized -9.2%
VHT Vanguard Health Care ETF 0.0%
Value $8,636 Shares 30 Est. Cost $253.70 Unrealized
CNI Canadian National Railway Co. 0.0%
Value $8,600 Shares 87 Est. Cost $96.14 Unrealized 0.0%
UPS United Parcel Svc Inc Cl B 0.0%
Value $8,233 Shares 83 Est. Cost $121.67 Unrealized -23.8%
VTV Vanguard Value Index ETF 0.0%
Value $8,213 Shares 43 Est. Cost $188.28 Unrealized
SPTL SPDR Portfolio Long Term Treasury ETF 0.0%
Value $7,888 Shares 298 Est. Cost $26.47 Unrealized
EMB Ishares J.P. Morgan USD Emerging Markets Bond ETF 0.0%
Value $7,799 Shares 81 Est. Cost $96.28 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.0%
Value $7,791 Shares 78 Est. Cost $99.88 Unrealized
VRSK Verisk Analytics Inc Cl A 0.0%
Value $7,605 Shares 34 Est. Cost $286.33 Unrealized -21.3%
COF Capital One Financial Corp 0.0%
Value $7,513 Shares 31 Est. Cost $222.19 Unrealized 0.0%
SON Sonoco Products Co 0.0%
Value $7,419 Shares 170 Est. Cost $49.01 Unrealized -16.0%
AFSC Aberdeen Focused US Small Cap ETF 0.0%
Value $7,336 Shares 241 Est. Cost $30.44 Unrealized
BK Bank Of New York Mellon Corp 0.0%
Value $7,314 Shares 63 Est. Cost $110.50 Unrealized 0.0%
IR Ingersoll Rand Co 0.0%
Value $7,288 Shares 92 Est. Cost $87.04 Unrealized -9.3%
UL Unilever PLC ADR 0.0%
Value $7,129 Shares 109 Est. Cost $65.40 Unrealized
IHE iShares U.S. Pharmaceuticals ETF 0.0%
Value $6,871 Shares 81 Est. Cost $70.56 Unrealized
MDLZ Mondelez Int'l Inc. 0.0%
Value $6,836 Shares 127 Est. Cost $60.84 Unrealized -6.2%
IWR iShares Russell Mid-Cap ETF 0.0%
Value $6,835 Shares 71 Est. Cost $96.27 Unrealized
IAU iShares Gold Trust ETF 0.0%
Value $6,818 Shares 84 Est. Cost $81.17 Unrealized
GM General Motors Co 0.0%
Value $6,506 Shares 80 Est. Cost $48.81 Unrealized +44.2%
HWM Howmet Aerospace Inc Corp 0.0%
Value $6,356 Shares 31 Est. Cost $182.11 Unrealized +9.3%
BABA Alibaba Group Holdings - Sp ADR 0.0%
Value $6,303 Shares 43 Est. Cost $84.79 Unrealized
HMC Honda Motor Co Ltd ADR 0.0%
Value $6,014 Shares 204 Est. Cost $27.13 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value $5,978 Shares 200 Est. Cost $28.53 Unrealized 0.0%
CIEN Ciena Corp 0.0%
Value $5,847 Shares 25 Est. Cost $101.84 Unrealized +90.5%
TXN Texas Instruments Inc 0.0%
Value $5,552 Shares 32 Est. Cost $170.73 Unrealized 0.0%
VT Vanguard Total World Stock Index Fund ETF 0.0%
Value $5,501 Shares 39 Est. Cost $141.05 Unrealized
PINS Pinterest Inc 0.0%
Value $5,437 Shares 210 Est. Cost $28.79 Unrealized 0.0%
TIPX SPDR Bloomberg 1-10 Year Tips ETF 0.0%
Value $4,980 Shares 261 Est. Cost $19.08 Unrealized
CCI Crown Castle Inc 0.0%
Value $4,976 Shares 56 Est. Cost $97.61 Unrealized -6.7%
SNOW Snowflake Inc. 0.0%
Value $4,826 Shares 22 Est. Cost $244.09 Unrealized 0.0%
MFC Manulife Financial Corp 0.0%
Value $4,789 Shares 132 Est. Cost $30.84 Unrealized +10.1%
TT Trane Technologies PLC 0.0%
Value $4,670 Shares 12 Est. Cost $413.59 Unrealized 0.0%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value $4,497 Shares 58 Est. Cost $77.53 Unrealized
HAL Halliburton Co 0.0%
Value $3,900 Shares 138 Est. Cost $28.28 Unrealized -7.0%
AQST Aquestive Therapeutics Inc 0.0%
Value $3,876 Shares 600 Est. Cost $6.23 Unrealized 0.0%
INTC Intel Corp 0.0%
Value $3,874 Shares 105 Est. Cost $37.76 Unrealized 0.0%
TVTX Travere Therapeutics Inc 0.0%
Value $3,821 Shares 100 Est. Cost $32.52 Unrealized 0.0%
RACE Ferrari 0.0%
Value $3,696 Shares 10 Est. Cost $400.15 Unrealized 0.0%
U Unity Software Inc 0.0%
Value $3,534 Shares 80 Est. Cost $40.75 Unrealized 0.0%
ABNB Airbnb Inc 0.0%
Value $3,529 Shares 26 Est. Cost $124.53 Unrealized 0.0%
MRSH Marsh & McLennan Co Inc 0.0%
Value $3,525 Shares 19 Est. Cost $186.43 Unrealized 0.0%
PH Parker-Hannifin Corp 0.0%
Value $3,516 Shares 4 Est. Cost $817.77 Unrealized 0.0%
YUM Yum Brands Inc 0.0%
Value $3,328 Shares 22 Est. Cost $147.67 Unrealized 0.0%
CME CME Group Inc Common 0.0%
Value $3,277 Shares 12 Est. Cost $270.74 Unrealized 0.0%
LUNR Intuitive Machines Inc 0.0%
Value $3,246 Shares 200 Est. Cost $11.58 Unrealized 0.0%
XLK Technology Select Sector SPDR Fund ETF 0.0%
Value $3,167 Shares 22 Est. Cost $143.95 Unrealized
DRI Darden Restaurants Inc 0.0%
Value $3,128 Shares 17 Est. Cost $162.62 Unrealized +12.0%
GMAB Genmab ADR 0.0%
Value $3,080 Shares 100 Est. Cost $30.80 Unrealized
EVER Everquote Inc 0.0%
Value $2,970 Shares 110 Est. Cost $24.24 Unrealized 0.0%
LOVE Lovesac Company 0.0%
Value $2,950 Shares 200 Est. Cost $14.13 Unrealized 0.0%
DB Deutsche Bank AG Registered Shares 0.0%
Value $2,892 Shares 75 Est. Cost $36.09 Unrealized 0.0%
KBWB Invesco KBW Bank ETF 0.0%
Value $2,881 Shares 34 Est. Cost $84.74 Unrealized
TDG TransDigm Group Inc 0.0%
Value $2,660 Shares 2 Est. Cost $1310.75 Unrealized 0.0%
EMLC Vaneck JP Morgan EM Local Currency Bond ETF 0.0%
Value $2,634 Shares 102 Est. Cost $25.82 Unrealized
SGOV Ishares Trust 0-3 Month Treasury Bond ETF 0.0%
Value $2,409 Shares 24 Est. Cost $100.38 Unrealized
KWEB Kraneshares Trust CSI China Internet ETF 0.0%
Value $2,349 Shares 69 Est. Cost $34.04 Unrealized
XYZ Block Inc 0.0%
Value $2,344 Shares 36 Est. Cost $75.15 Unrealized -8.2%
KEY KeyCorp 0.0%
Value $2,332 Shares 113 Est. Cost $18.49 Unrealized 0.0%
COIN Coinbase Global Inc 0.0%
Value $2,261 Shares 10 Est. Cost $297.98 Unrealized 0.0%
IWS MFC IShares TR Russell Mid-Cap Value ETF 0.0%
Value $2,257 Shares 16 Est. Cost $141.06 Unrealized
IWP MFC IShares Tr Russell Mid-Cap Growth ETF 0.0%
Value $2,191 Shares 16 Est. Cost $136.94 Unrealized
HLN Haleon PLC ADR Rep 2 0.0%
Value $2,123 Shares 210 Est. Cost $9.90 Unrealized
RSG Republic Services, Inc 0.0%
Value $2,119 Shares 10 Est. Cost $214.59 Unrealized 0.0%
UPST Upstart Holdings Inc 0.0%
Value $2,099 Shares 48 Est. Cost $46.04 Unrealized 0.0%
ANET Arista Networks Inc 0.0%
Value $2,096 Shares 16 Est. Cost $137.66 Unrealized 0.0%
DVN Devon Energy Corp 0.0%
Value $1,905 Shares 52 Est. Cost $34.73 Unrealized 0.0%
EQR Equity Residential Properties Trust 0.0%
Value $1,828 Shares 29 Est. Cost $60.67 Unrealized 0.0%
ORLY O Reilly Automotive Inc 0.0%
Value $1,733 Shares 19 Est. Cost $97.70 Unrealized 0.0%
ICE Intercontinental Exchange Inc 0.0%
Value $1,620 Shares 10 Est. Cost $156.20 Unrealized 0.0%
DMAC DiaMedica Therapeutics Inc 0.0%
Value $1,592 Shares 200 Est. Cost $7.48 Unrealized 0.0%
RDW Redwire Corporation 0.0%
Value $1,520 Shares 200 Est. Cost $7.34 Unrealized 0.0%
MICC Magnum Ice Cream Company NV 0.0%
Value $1,264 Shares 79 Est. Cost $15.68 Unrealized 0.0%
RXRX Recursion Pharmaceuticals Inc 0.0%
Value $1,227 Shares 300 Est. Cost $4.95 Unrealized 0.0%
PGNY Progyny Inc 0.0%
Value $899 Shares 35 Est. Cost $23.00 Unrealized 0.0%
VLTO Veralto Corp 0.0%
Value $898 Shares 9 Est. Cost $105.22 Unrealized -4.0%
CTVA Corteva Inc Corp 0.0%
Value $871 Shares 13 Est. Cost $72.16 Unrealized -10.6%
Q Qnity Electronics Inc 0.0%
Value $572 Shares 7 Est. Cost $84.91 Unrealized 0.0%
BFLY Butterfly Network Class A 0.0%
Value $570 Shares 150 Est. Cost $2.72 Unrealized 0.0%
DD Dupont De Nemours Inc Corp 0.0%
Value $563 Shares 14 Est. Cost $31.14 Unrealized +20.0%
AA Alcoa Upstream Corp Common 0.0%
Value $531 Shares 10 Est. Cost $30.96 Unrealized +32.0%
ACHR Archer Aviation Inc 0.0%
Value $489 Shares 65 Est. Cost $9.41 Unrealized 0.0%
PDBC Invesco Tr II Optimum Yield Diversified Commodity ETF 0.0%
Value $464 Shares 35 Est. Cost $12.99 Unrealized
AI C3.ai Inc 0.0%
Value $377 Shares 28 Est. Cost $15.95 Unrealized 0.0%
SIRI Sirius XM Holdings Inc 0.0%
Value $300 Shares 15 Est. Cost $23.13 Unrealized -7.1%
ETD Ethan Allen Interiors Inc 0.0%
Value $274 Shares 12 Est. Cost $24.35 Unrealized 0.0%
TBHC Brand House Collective Inc 0.0%
Value $220 Shares 200 Est. Cost $1.39 Unrealized 0.0%
AOSL Alpha & Omega Semiconductor Ltd 0.0%
Value $198 Shares 10 Est. Cost $23.61 Unrealized 0.0%
VRT Vertiv Holdings Co 0.0%
Value $162 Shares 1 Est. Cost $173.58 Unrealized 0.0%
SENS Senseonics Holdings Inc 0.0%
Value $121 Shares 22 Est. Cost $6.96 Unrealized 0.0%
LAB Standard Biotools Inc 0.0%
Value $120 Shares 94 Est. Cost $1.34 Unrealized 0.0%
LCID Lucid Group Inc 0.0%
Value $95 Shares 9 Est. Cost $15.98 Unrealized 0.0%
OGI Organigram Global Inc 0.0%
Value $69 Shares 41 Est. Cost $1.72 Unrealized 0.0%