FOSTER & MOTLEY INC Diversified Active

CIK: 0001163902 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 30, 2024

Total Value ($000): $1,577 (100.0% shares, 0.0% debt)

Holdings (375)

FNDF Schwab Fundamental Intl Lg Co ETF 5.7%
Value ($000) $90 Shares 2,410,146 Est. Cost $25.70 Unrealized
SCHF Schwab International Equity ETF 3.9%
Value ($000) $62 Shares 1,503,385 Est. Cost $27.92 Unrealized
RODM Hartford Multifactor Developed Markets ETF 3.8%
Value ($000) $59 Shares 1,948,960 Est. Cost $22.96 Unrealized
AAPL Apple Computer Inc 3.6%
Value ($000) $57 Shares 246,342 Est. Cost $96.38 Unrealized +130.3%
JMBS Janus Henderson Mortgage-Backed ETF 2.9%
Value ($000) $45 Shares 966,240 Est. Cost $0.05 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.7%
Value ($000) $43 Shares 1,326,394 Est. Cost $24.79 Unrealized
AVEM Avantis Emerging Markets Equity ETF 2.3%
Value ($000) $36 Shares 555,907 Est. Cost $50.03 Unrealized
SCHR Schwab Intermediate-Term U.S. Trsy ETF 2.1%
Value ($000) $33 Shares 643,896 Est. Cost $35.92 Unrealized
EYLD Cambria Emerging Shareholder Yield ETF 2.0%
Value ($000) $31 Shares 905,774 Est. Cost $0.03 Unrealized
VNQ Vanguard Reit Index ETF 1.7%
Value ($000) $27 Shares 272,034 Est. Cost $18.32 Unrealized
MSFT Microsoft Corp 1.6%
Value ($000) $25 Shares 58,250 Est. Cost $31.86 Unrealized +1228.0%
Tortoise North American Pipeline Fund 1.4%
Value ($000) $22 Shares 709,480 Est. Cost $14.41 Unrealized
SCHH Schwab U.S. REIT ETF 1.3%
Value ($000) $21 Shares 898,033 Est. Cost $29.08 Unrealized
SCHP Schwab US TIPS ETF 1.3%
Value ($000) $20 Shares 369,019 Est. Cost $40.72 Unrealized
ORCL Oracle Corporation 1.2%
Value ($000) $19 Shares 111,092 Est. Cost $32.98 Unrealized +333.7%
GOOG Alphabet Inc Class C 1.1%
Value ($000) $17 Shares 101,467 Est. Cost $109.63 Unrealized +53.5%
INTF iShares Edge MSCI Multifactor Intl ETF 1.1%
Value ($000) $17 Shares 537,332 Est. Cost $15.80 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.9%
Value ($000) $14 Shares 241,952 Est. Cost $30.99 Unrealized
KR Kroger Company 0.9%
Value ($000) $14 Shares 245,762 Est. Cost $28.23 Unrealized +84.7%
HCA HCA Holdings, Inc. 0.9%
Value ($000) $14 Shares 34,213 Est. Cost $150.84 Unrealized +140.1%
LRGF iShares Edge MSCI Multifactor USA ETF 0.8%
Value ($000) $13 Shares 220,691 Est. Cost $26.96 Unrealized
JPM J P Morgan Chase & Co. 0.8%
Value ($000) $13 Shares 61,260 Est. Cost $70.25 Unrealized +191.8%
PG Procter & Gamble 0.8%
Value ($000) $13 Shares 73,925 Est. Cost $103.63 Unrealized +58.5%
VTEB Vanguard Tax-Exempt Bond Index ETF 0.8%
Value ($000) $12 Shares 242,562 Est. Cost $32.55 Unrealized
HIG Hartford Financial Services 0.8%
Value ($000) $12 Shares 105,001 Est. Cost $52.18 Unrealized +105.2%
META Meta Platforms, Inc. 0.8%
Value ($000) $12 Shares 21,522 Est. Cost $217.23 Unrealized +135.7%
EFA iShares MSCI EAFE ETF 0.8%
Value ($000) $12 Shares 146,299 Est. Cost $10.62 Unrealized
DHI D R Horton Co 0.8%
Value ($000) $12 Shares 62,310 Est. Cost $48.66 Unrealized +255.9%
SRVR Pacer Benchmark Data & Infrastructure Real Estate ETF 0.7%
Value ($000) $12 Shares 365,830 Est. Cost $28.05 Unrealized
AFL AFLAC Inc 0.7%
Value ($000) $12 Shares 104,945 Est. Cost $48.26 Unrealized +104.6%
OMC Omnicom Group Inc 0.7%
Value ($000) $12 Shares 112,382 Est. Cost $69.03 Unrealized +32.3%
AMP Ameriprise Financial, Inc. 0.7%
Value ($000) $11 Shares 24,314 Est. Cost $194.71 Unrealized +119.1%
ABBV AbbVie Inc. 0.7%
Value ($000) $11 Shares 57,645 Est. Cost $59.68 Unrealized +199.4%
AMGN Amgen Incorporated 0.7%
Value ($000) $11 Shares 35,235 Est. Cost $106.46 Unrealized +194.2%
CSCO Cisco Systems Inc 0.7%
Value ($000) $11 Shares 201,687 Est. Cost $25.67 Unrealized +82.2%
PHM PulteGroup Inc 0.6%
Value ($000) $10 Shares 71,245 Est. Cost $35.14 Unrealized +257.9%
MFC Manulife Financial Corporation 0.6%
Value ($000) $10 Shares 330,254 Est. Cost $18.67 Unrealized +43.9%
MCK McKesson HBOC Inc 0.6%
Value ($000) $9 Shares 18,725 Est. Cost $157.93 Unrealized +250.4%
CMI Cummins Inc 0.6%
Value ($000) $9 Shares 28,455 Est. Cost $134.89 Unrealized +113.5%
AVGO Broadcom Limited 0.6%
Value ($000) $9 Shares 50,293 Est. Cost $146.96 Unrealized +7.5%
DKS Dick's Sporting Goods Inc. 0.5%
Value ($000) $9 Shares 41,315 Est. Cost $48.14 Unrealized +329.5%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $9 Shares 106,399 Est. Cost $39.42 Unrealized +83.9%
IBM Intl Business Machines 0.5%
Value ($000) $9 Shares 38,449 Est. Cost $119.94 Unrealized +57.6%
HPQ HP Inc. 0.5%
Value ($000) $8 Shares 228,114 Est. Cost $29.63 Unrealized +12.2%
PCAR PACCAR Inc 0.5%
Value ($000) $8 Shares 81,901 Est. Cost $55.58 Unrealized +66.0%
EIX Edison International 0.5%
Value ($000) $8 Shares 92,205 Est. Cost $59.91 Unrealized +26.8%
HPE Hewlett Packard Enterprise Comp 0.5%
Value ($000) $8 Shares 390,892 Est. Cost $13.57 Unrealized +35.5%
LOW Lowes Companies Inc 0.5%
Value ($000) $8 Shares 29,220 Est. Cost $138.25 Unrealized +70.8%
FOXA Twenty-First Century Fox, Inc. Cl A 0.5%
Value ($000) $8 Shares 186,860 Est. Cost $33.54 Unrealized +14.1%
JNJ Johnson & Johnson 0.5%
Value ($000) $8 Shares 46,644 Est. Cost $87.17 Unrealized +75.1%
TM Toyota Motor Corporation 0.5%
Value ($000) $7 Shares 41,909 Est. Cost $130.21 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.5%
Value ($000) $7 Shares 74,942 Est. Cost $0.10 Unrealized
EQH Equitable Holdings, Inc. 0.5%
Value ($000) $7 Shares 170,549 Est. Cost $21.81 Unrealized +82.8%
MUB iShares Natl Amt-Free Muni Bond ETF 0.4%
Value ($000) $7 Shares 65,140 Est. Cost $67.21 Unrealized
AVT Avnet, Inc. 0.4%
Value ($000) $7 Shares 129,960 Est. Cost $35.76 Unrealized +41.6%
FNDX Schwab Fundamental US Large Company ETF 0.4%
Value ($000) $7 Shares 95,491 Est. Cost $33.32 Unrealized
UNM Unum Group 0.4%
Value ($000) $7 Shares 114,516 Est. Cost $37.97 Unrealized +43.0%
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 0.4%
Value ($000) $7 Shares 111,430 Est. Cost $65.24 Unrealized
URI United Rentals, Inc. 0.4%
Value ($000) $7 Shares 8,229 Est. Cost $354.51 Unrealized +100.5%
OC Owens Corning Inc. 0.4%
Value ($000) $7 Shares 37,688 Est. Cost $75.71 Unrealized +122.5%
XOM Exxon Mobil Corporation 0.4%
Value ($000) $7 Shares 56,584 Est. Cost $60.34 Unrealized +82.3%
ALSN Allison Transmission Holdings, INc. 0.4%
Value ($000) $7 Shares 68,330 Est. Cost $42.58 Unrealized +98.3%
CAT Caterpillar Inc 0.4%
Value ($000) $7 Shares 16,659 Est. Cost $156.62 Unrealized +116.3%
DELL Dell Inc. 0.4%
Value ($000) $7 Shares 54,914 Est. Cost $81.25 Unrealized +40.2%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $6 Shares 11,311 Est. Cost $0.54 Unrealized
PRU Prudential Financial Inc 0.4%
Value ($000) $6 Shares 52,258 Est. Cost $83.01 Unrealized +33.2%
LMT Lockheed Martin Corp 0.4%
Value ($000) $6 Shares 10,717 Est. Cost $398.67 Unrealized +29.5%
NXST Nexstar Media Group 0.4%
Value ($000) $6 Shares 37,905 Est. Cost $120.09 Unrealized +32.1%
JBL Jabil Circuit Inc. 0.4%
Value ($000) $6 Shares 52,173 Est. Cost $68.70 Unrealized +57.7%
ACN Accenture Ltd Cl A 0.4%
Value ($000) $6 Shares 17,348 Est. Cost $121.93 Unrealized +164.7%
SNA Snap On Inc 0.4%
Value ($000) $6 Shares 20,786 Est. Cost $186.93 Unrealized +42.2%
LYB LyondellBasell Industrials NV 0.4%
Value ($000) $6 Shares 62,482 Est. Cost $65.58 Unrealized +29.8%
GLW Corning Inc 0.4%
Value ($000) $6 Shares 130,173 Est. Cost $31.50 Unrealized +29.7%
GD General Dynamics Corp 0.4%
Value ($000) $6 Shares 19,251 Est. Cost $151.95 Unrealized +88.6%
CDW CDW Corporation 0.4%
Value ($000) $6 Shares 25,522 Est. Cost $159.11 Unrealized +36.7%
EMB iShares JPMorgan USD Emerg Markets Bond ETF 0.4%
Value ($000) $6 Shares 61,313 Est. Cost $93.37 Unrealized
TXN Texas Instruments Inc 0.4%
Value ($000) $6 Shares 27,601 Est. Cost $35.45 Unrealized +444.4%
MTG MGIC Investment Corp 0.4%
Value ($000) $6 Shares 220,805 Est. Cost $15.88 Unrealized +51.7%
BND Vanguard Total Bond Market ETF 0.4%
Value ($000) $6 Shares 73,922 Est. Cost $71.24 Unrealized
CAH Cardinal Health Inc 0.4%
Value ($000) $6 Shares 50,141 Est. Cost $73.85 Unrealized +38.6%
MET Metlife Inc 0.3%
Value ($000) $5 Shares 65,214 Est. Cost $45.71 Unrealized +57.2%
CMCSA Comcast Corp 0.3%
Value ($000) $5 Shares 126,158 Est. Cost $39.83 Unrealized -5.2%
DGX Quest Diagnostic Inc 0.3%
Value ($000) $5 Shares 33,716 Est. Cost $111.01 Unrealized +31.3%
AVUV Avantis US Small Cap Value ETF 0.3%
Value ($000) $5 Shares 53,134 Est. Cost $0.08 Unrealized
MRK Merck & Co Inc 0.3%
Value ($000) $5 Shares 44,039 Est. Cost $69.14 Unrealized +63.4%
TRV Travelers Companies Inc 0.3%
Value ($000) $5 Shares 21,006 Est. Cost $72.83 Unrealized +195.7%
VZ Verizon Communications 0.3%
Value ($000) $5 Shares 108,142 Est. Cost $28.95 Unrealized +32.6%
NTAP Network Appliance Inc 0.3%
Value ($000) $5 Shares 39,213 Est. Cost $80.76 Unrealized +49.9%
XLRE The Real Estate Select Sector SPDR Fund 0.3%
Value ($000) $5 Shares 105,849 Est. Cost $19.49 Unrealized
CTSH Cognizant Technology Solutions Corp. 0.3%
Value ($000) $5 Shares 60,150 Est. Cost $67.52 Unrealized +7.9%
KHC The Kraft Heinz Company 0.3%
Value ($000) $5 Shares 129,400 Est. Cost $30.57 Unrealized +4.1%
BDC Belden Inc 0.3%
Value ($000) $5 Shares 38,675 Est. Cost $70.65 Unrealized +41.6%
BBY Best Buy Inc 0.3%
Value ($000) $5 Shares 43,792 Est. Cost $64.74 Unrealized +29.6%
EOG EOG Resources, Inc 0.3%
Value ($000) $5 Shares 36,633 Est. Cost $36.32 Unrealized +231.5%
MCHP Microchip Technology Inc 0.3%
Value ($000) $4 Shares 54,964 Est. Cost $72.11 Unrealized +9.8%
PFE Pfizer Incorporated 0.3%
Value ($000) $4 Shares 145,301 Est. Cost $18.75 Unrealized +42.3%
BG Bunge Ltd. 0.3%
Value ($000) $4 Shares 42,928 Est. Cost $92.39 Unrealized +5.8%
STLD Steel Dynamics, Inc. 0.3%
Value ($000) $4 Shares 32,697 Est. Cost $56.54 Unrealized +110.2%
GPI Group 1 Automotive, Inc. 0.3%
Value ($000) $4 Shares 10,649 Est. Cost $179.26 Unrealized +91.7%
VONE Vanguard Russell 1000 ETF 0.3%
Value ($000) $4 Shares 15,643 Est. Cost $141.74 Unrealized
VBR Vanguard Small Cap Value ETF 0.3%
Value ($000) $4 Shares 20,238 Est. Cost $122.54 Unrealized
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3%
Value ($000) $4 Shares 184,759 Est. Cost $17.63 Unrealized
MPC Marathon Petroleum Corporation 0.2%
Value ($000) $4 Shares 24,068 Est. Cost $78.05 Unrealized +110.1%
LEN Lennar Corp Cl A 0.2%
Value ($000) $4 Shares 20,855 Est. Cost $87.48 Unrealized +87.7%
SPIB SPDR Barclays Cap Interm Term Corp Bond ETF 0.2%
Value ($000) $4 Shares 114,984 Est. Cost $34.26 Unrealized
TIP iShares Barclays TIPS Bond 0.2%
Value ($000) $4 Shares 34,937 Est. Cost $32.31 Unrealized
NUE Nucor Corp 0.2%
Value ($000) $4 Shares 24,878 Est. Cost $43.53 Unrealized +237.3%
TMO Thermo Fisher Scientific Inc. 0.2%
Value ($000) $4 Shares 5,971 Est. Cost $118.50 Unrealized +397.1%
JPST JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $4 Shares 71,038 Est. Cost $12.80 Unrealized
TGT Target Corporation 0.2%
Value ($000) $4 Shares 23,034 Est. Cost $84.21 Unrealized +67.5%
UNH UnitedHealth Group Inc. 0.2%
Value ($000) $4 Shares 6,089 Est. Cost $122.85 Unrealized +346.3%
CVX Chevron Corp 0.2%
Value ($000) $4 Shares 23,880 Est. Cost $81.19 Unrealized +72.4%
EG Everest Group Ltd 0.2%
Value ($000) $3 Shares 8,917 Est. Cost $308.51 Unrealized +20.9%
INFY Infosys Limited 0.2%
Value ($000) $3 Shares 156,460 Est. Cost $10.39 Unrealized
RS Reliance Steel & Aluminum Co 0.2%
Value ($000) $3 Shares 11,911 Est. Cost $153.67 Unrealized +86.4%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $3 Shares 6,795 Est. Cost $259.24 Unrealized +83.3%
UNP Union Pacific 0.2%
Value ($000) $3 Shares 13,289 Est. Cost $83.56 Unrealized +180.8%
FNF Fidelity National Finl. 0.2%
Value ($000) $3 Shares 52,668 Est. Cost $31.52 Unrealized +63.4%
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.2%
Value ($000) $3 Shares 61,019 Est. Cost $52.57 Unrealized
T A T & T Inc. 0.2%
Value ($000) $3 Shares 145,271 Est. Cost $15.51 Unrealized +21.0%
HMC Honda Motor Co Adr 0.2%
Value ($000) $3 Shares 99,245 Est. Cost $0.03 Unrealized
QCOM Qualcomm Inc 0.2%
Value ($000) $3 Shares 17,436 Est. Cost $150.53 Unrealized +13.7%
V Visa, Inc. 0.2%
Value ($000) $3 Shares 10,301 Est. Cost $242.60 Unrealized +10.3%
VLO Valero Energy Corp New 0.2%
Value ($000) $3 Shares 20,802 Est. Cost $108.21 Unrealized +28.8%
PFG Principal Financial Group Inc. 0.2%
Value ($000) $3 Shares 31,605 Est. Cost $64.58 Unrealized +18.6%
TEL TE Connectivity Ltd. 0.2%
Value ($000) $3 Shares 17,966 Est. Cost $146.90 Unrealized 0.0%
HD Home Depot Inc 0.2%
Value ($000) $3 Shares 6,618 Est. Cost $237.40 Unrealized +48.5%
UGI UGI Corporation New 0.2%
Value ($000) $3 Shares 106,466 Est. Cost $33.41 Unrealized -27.9%
Discover Financial Services 0.2%
Value ($000) $3 Shares 18,866 Est. Cost $56.65 Unrealized
DOX Amdocs Limited Common Stock 0.2%
Value ($000) $3 Shares 30,071 Est. Cost $71.50 Unrealized +13.6%
CEG Constellation Energy Co 0.2%
Value ($000) $3 Shares 10,069 Est. Cost $47.25 Unrealized +317.2%
ETN Eaton Corporation plc 0.2%
Value ($000) $3 Shares 7,821 Est. Cost $71.70 Unrealized +320.2%
TotalEnergies SE 0.2%
Value ($000) $2 Shares 38,647 Est. Cost $38.49 Unrealized
EXPD Expeditors International of Washington Inc. 0.2%
Value ($000) $2 Shares 18,687 Est. Cost $112.35 Unrealized +7.0%
MBB iShares MBS Bond ETF 0.2%
Value ($000) $2 Shares 25,485 Est. Cost $100.38 Unrealized
PATK Patrick Industries Inc. 0.2%
Value ($000) $2 Shares 16,936 Est. Cost $52.95 Unrealized +54.7%
SFM Sprouts Farmers Market 0.2%
Value ($000) $2 Shares 21,698 Est. Cost $25.31 Unrealized +276.8%
KLAC K L A Tencor Corp 0.1%
Value ($000) $2 Shares 3,052 Est. Cost $579.78 Unrealized +33.7%
CVS C V S Caremark Corp. 0.1%
Value ($000) $2 Shares 36,027 Est. Cost $65.95 Unrealized -16.3%
SNX SYNNEX Corp. 0.1%
Value ($000) $2 Shares 18,806 Est. Cost $103.76 Unrealized +9.2%
MDT Medtronic PLC 0.1%
Value ($000) $2 Shares 25,076 Est. Cost $77.14 Unrealized +4.8%
FMB First Trust Managed Municipal ETF 0.1%
Value ($000) $2 Shares 43,211 Est. Cost $47.87 Unrealized
TJX TJX Cos Inc 0.1%
Value ($000) $2 Shares 19,065 Est. Cost $34.91 Unrealized +222.9%
NVS Novartis A G Spon Adr 0.1%
Value ($000) $2 Shares 18,938 Est. Cost $14.37 Unrealized
RF Regions Financial Cp New 0.1%
Value ($000) $2 Shares 91,926 Est. Cost $18.29 Unrealized +12.7%
CI CIGNA Corp 0.1%
Value ($000) $2 Shares 6,173 Est. Cost $280.17 Unrealized +19.6%
EEM iShares MSCI Emerging Markets Index ETF 0.1%
Value ($000) $2 Shares 46,270 Est. Cost $5.56 Unrealized
GM General Motors Company 0.1%
Value ($000) $2 Shares 47,169 Est. Cost $44.09 Unrealized +3.6%
ADM Archer-Daniels-Midland Co. 0.1%
Value ($000) $2 Shares 35,275 Est. Cost $52.84 Unrealized +9.5%
AMAT Applied Materials Inc 0.1%
Value ($000) $2 Shares 10,345 Est. Cost $104.77 Unrealized +93.1%
RGA Reinsurance Group of America 0.1%
Value ($000) $2 Shares 9,564 Est. Cost $141.68 Unrealized +50.1%
BDX Becton Dickinson & Co 0.1%
Value ($000) $2 Shares 8,343 Est. Cost $86.56 Unrealized +163.0%
WSM Williams Sonoma 0.1%
Value ($000) $2 Shares 12,835 Est. Cost $102.76 Unrealized +36.8%
SJM J M Smuckers Co 0.1%
Value ($000) $2 Shares 15,829 Est. Cost $111.83 Unrealized -0.2%
MCD McDonald's Corp. 0.1%
Value ($000) $2 Shares 6,256 Est. Cost $85.49 Unrealized +212.0%
PBR Petroleo Brasileiro 0.1%
Value ($000) $2 Shares 131,834 Est. Cost $13.80 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $2 Shares 603 Est. Cost $1754.53 Unrealized +75.0%
GIS General Mills Inc 0.1%
Value ($000) $2 Shares 25,685 Est. Cost $57.35 Unrealized +14.5%
SHEL Shell plc 0.1%
Value ($000) $2 Shares 28,353 Est. Cost $48.66 Unrealized
NFG National Fuel Gas Co 0.1%
Value ($000) $2 Shares 30,380 Est. Cost $59.10 Unrealized -1.1%
Consol Energy, Inc. 0.1%
Value ($000) $2 Shares 17,227 Est. Cost $0.07 Unrealized
HON Honeywell International 0.1%
Value ($000) $2 Shares 8,644 Est. Cost $69.48 Unrealized +171.1%
VSH Vishay Intertechnology Inc. 0.1%
Value ($000) $2 Shares 91,664 Est. Cost $19.14 Unrealized +5.0%
ADP Automatic Data Processing, Inc. 0.1%
Value ($000) $2 Shares 6,246 Est. Cost $154.72 Unrealized +63.8%
AIG American Intl Group Inc 0.1%
Value ($000) $2 Shares 23,358 Est. Cost $57.70 Unrealized +25.2%
COR Cencora, Inc. 0.1%
Value ($000) $2 Shares 7,593 Est. Cost $96.83 Unrealized +137.2%
GOOGL Alphabet Inc Class A 0.1%
Value ($000) $2 Shares 10,227 Est. Cost $117.39 Unrealized +42.0%
ARW Arrow Electronics, Inc. 0.1%
Value ($000) $2 Shares 12,688 Est. Cost $116.89 Unrealized +8.4%
KMI Kinder Morgan, Inc. 0.1%
Value ($000) $2 Shares 76,185 Est. Cost $13.18 Unrealized +50.6%
LH Lab Cp Of Amer Hldg New 0.1%
Value ($000) $2 Shares 7,371 Est. Cost $216.29 Unrealized 0.0%
NOC Northrop Grumman Corp 0.1%
Value ($000) $2 Shares 3,102 Est. Cost $148.98 Unrealized +220.9%
EHC Encompass Health Corp 0.1%
Value ($000) $2 Shares 16,950 Est. Cost $46.32 Unrealized +92.1%
LDOS Leidos Holdings Inc 0.1%
Value ($000) $2 Shares 10,009 Est. Cost $92.30 Unrealized +61.5%
TMHC Taylor Morrison Home Corporation 0.1%
Value ($000) $2 Shares 22,878 Est. Cost $46.64 Unrealized +37.4%
TD Toronto-Dominion Bank 0.1%
Value ($000) $2 Shares 25,395 Est. Cost $46.92 Unrealized +26.0%
CBT Cabot Corporation 0.1%
Value ($000) $2 Shares 14,315 Est. Cost $35.69 Unrealized +170.9%
SYF Synchrony Financial 0.1%
Value ($000) $2 Shares 32,068 Est. Cost $34.92 Unrealized +35.2%
INGR Ingredion Incorporated 0.1%
Value ($000) $2 Shares 11,509 Est. Cost $105.13 Unrealized +21.0%
MS Morgan Stanley 0.1%
Value ($000) $2 Shares 15,132 Est. Cost $62.33 Unrealized +55.5%
VNT Vontier Corp 0.1%
Value ($000) $2 Shares 46,327 Est. Cost $36.72 Unrealized -3.2%
CAG ConAgra Brands, Inc. 0.1%
Value ($000) $2 Shares 48,021 Est. Cost $31.64 Unrealized -10.8%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $2 Shares 19,223 Est. Cost $55.95 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $1 Shares 36,037 Est. Cost $21.60 Unrealized +65.5%
SGOV iShares 0-3 Month Treasury Bond ETF 0.1%
Value ($000) $1 Shares 14,350 Est. Cost $0.10 Unrealized
CSX CSX Corp. 0.1%
Value ($000) $1 Shares 41,823 Est. Cost $33.82 Unrealized -1.8%
Patterson Companies Inc. 0.1%
Value ($000) $1 Shares 65,266 Est. Cost $17.05 Unrealized
TPR Tapestry Inc 0.1%
Value ($000) $1 Shares 30,159 Est. Cost $40.21 Unrealized -0.2%
SPHY SPDR Portfolio High Yield Bond ETF 0.1%
Value ($000) $1 Shares 58,110 Est. Cost $4.16 Unrealized
EVR Evercore Partners Inc. 0.1%
Value ($000) $1 Shares 5,501 Est. Cost $134.78 Unrealized +73.6%
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $1 Shares 7,162 Est. Cost $0.19 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $1 Shares 26,158 Est. Cost $57.62 Unrealized -24.2%
CB Chubb Ltd 0.1%
Value ($000) $1 Shares 4,562 Est. Cost $109.44 Unrealized +147.4%
CNQ Canadian Natural Resources Limited 0.1%
Value ($000) $1 Shares 39,332 Est. Cost $28.95 Unrealized +14.5%
Berry Plastics Group Inc 0.1%
Value ($000) $1 Shares 19,170 Est. Cost $0.06 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $1 Shares 10,687 Est. Cost $99.34 Unrealized +18.9%
COP ConocoPhillips 0.1%
Value ($000) $1 Shares 11,836 Est. Cost $65.64 Unrealized +60.1%
DE Deere & Co 0.1%
Value ($000) $1 Shares 2,946 Est. Cost $345.62 Unrealized +6.8%
Juniper Networks Inc 0.1%
Value ($000) $1 Shares 30,660 Est. Cost $20.22 Unrealized
CHRD Chord Energy Corporation 0.1%
Value ($000) $1 Shares 9,177 Est. Cost $144.97 Unrealized -1.8%
ETR Entergy Corp New 0.1%
Value ($000) $1 Shares 9,075 Est. Cost $28.03 Unrealized +101.9%
PSMT PriceSmart, Inc. 0.1%
Value ($000) $1 Shares 12,984 Est. Cost $82.29 Unrealized +2.7%
MAS Masco Corporation 0.1%
Value ($000) $1 Shares 14,111 Est. Cost $54.83 Unrealized +35.0%
BAH Booz Allen Hamilton Holdings Corporation 0.1%
Value ($000) $1 Shares 7,208 Est. Cost $68.81 Unrealized +115.0%
SMLF iShares Edge MSCI Mltfct USA SmCp ETF 0.1%
Value ($000) $1 Shares 17,384 Est. Cost $38.77 Unrealized
FANG Diamondback Energy, Inc. 0.1%
Value ($000) $1 Shares 6,688 Est. Cost $129.75 Unrealized +42.7%
ASO Academy Sports and Outdoors, Inc. 0.1%
Value ($000) $1 Shares 19,530 Est. Cost $48.71 Unrealized +10.5%
EFAV iShares MSCI EAFE Min Volatility ETF 0.1%
Value ($000) $1 Shares 14,736 Est. Cost $37.75 Unrealized
TSN Tyson Foods Inc 0.1%
Value ($000) $1 Shares 18,955 Est. Cost $65.41 Unrealized -11.1%
PGR Progressive Corp. 0.1%
Value ($000) $1 Shares 4,411 Est. Cost $57.67 Unrealized +271.4%
RTX Raytheon Technologies Co 0.1%
Value ($000) $1 Shares 9,174 Est. Cost $60.61 Unrealized +83.3%
CNM Core & Main, Inc. 0.1%
Value ($000) $1 Shares 23,762 Est. Cost $51.00 Unrealized -6.1%
SCHE Schwab Emerging Mkts Equity ETF 0.1%
Value ($000) $1 Shares 36,146 Est. Cost $22.42 Unrealized
AN Autonation Inc. 0.1%
Value ($000) $1 Shares 5,898 Est. Cost $158.22 Unrealized +8.5%
ITW Illinois Tool Works 0.1%
Value ($000) $1 Shares 3,909 Est. Cost $81.38 Unrealized +191.6%
PEP PepsiCo Incorporated 0.1%
Value ($000) $1 Shares 6,019 Est. Cost $61.69 Unrealized +164.1%
MDU MDU Resources Group, Inc. 0.1%
Value ($000) $1 Shares 36,782 Est. Cost $9.27 Unrealized +47.2%
VTV Vanguard Value ETF 0.1%
Value ($000) $1 Shares 5,749 Est. Cost $92.62 Unrealized
SLVM Sylvamo Corporation 0.1%
Value ($000) $1 Shares 11,439 Est. Cost $41.36 Unrealized +72.1%
Interpublic Group of Companies 0.1%
Value ($000) $1 Shares 30,140 Est. Cost $17.58 Unrealized +65.0%
AMKR Amkor Technology Inc 0.1%
Value ($000) $1 Shares 30,921 Est. Cost $22.46 Unrealized +46.5%
DFAE Dimensional Emerging Core Equity Market ETF 0.1%
Value ($000) $1 Shares 33,994 Est. Cost $0.02 Unrealized
GOVT iShares Trust - U.S. Treasury Bond ETF 0.1%
Value ($000) $1 Shares 37,942 Est. Cost $0.02 Unrealized
EA Electronic Arts Inc. 0.1%
Value ($000) $1 Shares 6,179 Est. Cost $123.50 Unrealized +16.6%
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $1 Shares 3,083 Est. Cost $113.01 Unrealized
LLY Eli Lilly & Company 0.1%
Value ($000) $1 Shares 972 Est. Cost $461.16 Unrealized +93.1%
NRG NRG Energy, Inc 0.1%
Value ($000) $1 Shares 9,247 Est. Cost $68.67 Unrealized +13.6%
HBAN Huntington Bancshares Incorporated 0.1%
Value ($000) $1 Shares 57,235 Est. Cost $10.83 Unrealized +24.0%
GSK GlaxoSmithKline plc 0.1%
Value ($000) $1 Shares 20,330 Est. Cost $0.04 Unrealized
CARR Carrier Global Corp 0.1%
Value ($000) $1 Shares 10,247 Est. Cost $17.48 Unrealized +292.0%
DoubleLine Income Solutions Fund 0.1%
Value ($000) $1 Shares 63,055 Est. Cost $12.27 Unrealized
PXF Invesco FTSE RAFI Dev Mkts ex-US ETF 0.0%
Value ($000) $1 Shares 15,031 Est. Cost $36.17 Unrealized
OXM Oxford Industries, Inc. 0.0%
Value ($000) $1 Shares 8,951 Est. Cost $98.86 Unrealized -6.9%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $1 Shares 1,336 Est. Cost $253.11 Unrealized
SSNC SS&C Technologies Holdings, Inc. 0.0%
Value ($000) $1 Shares 10,377 Est. Cost $59.47 Unrealized +19.2%
BP BP PLC Adr 0.0%
Value ($000) $1 Shares 24,494 Est. Cost $0.04 Unrealized
OTTR Otter Tail Corporation 0.0%
Value ($000) $1 Shares 9,618 Est. Cost $58.69 Unrealized +41.5%
OGE OGE Energy Corp 0.0%
Value ($000) $1 Shares 18,129 Est. Cost $35.78 Unrealized +8.5%
HYD VanEck Vectors High-Yield Muni ETF 0.0%
Value ($000) $1 Shares 13,959 Est. Cost $58.61 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $1 Shares 16,875 Est. Cost $19.93 Unrealized +93.7%
FDX FedEx Corp. 0.0%
Value ($000) $1 Shares 2,635 Est. Cost $237.91 Unrealized +18.2%
RRC Range Resources Corporation 0.0%
Value ($000) $1 Shares 23,205 Est. Cost $29.77 Unrealized +3.9%
LKQ LKQ Corp. 0.0%
Value ($000) $1 Shares 17,594 Est. Cost $47.56 Unrealized -17.2%
SYK Stryker Corp 0.0%
Value ($000) $1 Shares 1,939 Est. Cost $332.48 Unrealized +2.4%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $1 Shares 1,320 Est. Cost $175.09 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $1 Shares 3,479 Est. Cost $77.08 Unrealized
GDXJ VanEck Vectors Junior Gold Miners ETF 0.0%
Value ($000) $1 Shares 14,095 Est. Cost $0.04 Unrealized
SCHB Schwab US Broad Mkt ETF 0.0%
Value ($000) $1 Shares 10,217 Est. Cost $65.40 Unrealized
ORI Old Republic International Corporation 0.0%
Value ($000) $1 Shares 19,025 Est. Cost $19.77 Unrealized +46.6%
ELV Elevance Health Inc. 0.0%
Value ($000) $1 Shares 1,266 Est. Cost $187.80 Unrealized +177.3%
CMS CMS Energy Corp 0.0%
Value ($000) $1 Shares 9,270 Est. Cost $21.18 Unrealized +197.5%
STNG Scorpio Tankers, Inc. 0.0%
Value ($000) $1 Shares 9,078 Est. Cost $0.07 Unrealized
MMM 3M Company 0.0%
Value ($000) $1 Shares 4,664 Est. Cost $70.68 Unrealized +68.6%
MLPX Global X MLP & Energy Infrastructure ETF 0.0%
Value ($000) $1 Shares 11,475 Est. Cost $24.50 Unrealized
ANDE The Andersons Inc. 0.0%
Value ($000) $1 Shares 12,161 Est. Cost $38.03 Unrealized +26.8%
HALO Halozyme Therapeutics, Inc. 0.0%
Value ($000) $1 Shares 10,650 Est. Cost $57.33 Unrealized 0.0%
BAC Bank of America Corp 0.0%
Value ($000) $1 Shares 15,335 Est. Cost $26.81 Unrealized +44.6%
BC Brunswick Corporation 0.0%
Value ($000) $1 Shares 7,209 Est. Cost $77.27 Unrealized -3.1%
HAS Hasbro Inc 0.0%
Value ($000) $1 Shares 8,205 Est. Cost $53.82 Unrealized +14.0%
LAM Research Corporation 0.0%
Value ($000) $1 Shares 725 Est. Cost $0.82 Unrealized
THC Tenet Healthcare Corp 0.0%
Value ($000) $1 Shares 3,479 Est. Cost $91.44 Unrealized +65.4%
UHS Universal Health Services Inc. 0.0%
Value ($000) $1 Shares 2,499 Est. Cost $143.08 Unrealized +49.8%
MUSA Murphy USA, Inc 0.0%
Value ($000) $1 Shares 1,159 Est. Cost $256.65 Unrealized +94.1%
CTRA Coterra Energy Inc. 0.0%
Value ($000) $1 Shares 23,161 Est. Cost $23.43 Unrealized +0.4%
VTRS Viatris Inc 0.0%
Value ($000) $1 Shares 47,656 Est. Cost $9.11 Unrealized +18.7%
MA Mastercard Incorporated 0.0%
Value ($000) $1 Shares 1,118 Est. Cost $342.73 Unrealized +34.7%
VWO Vanguard Emerging Markets Stock ETF 0.0%
Value ($000) $1 Shares 11,369 Est. Cost $17.25 Unrealized
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $1 Shares 13,320 Est. Cost $22.92 Unrealized
BPOP Popular Inc 0.0%
Value ($000) $1 Shares 5,375 Est. Cost $62.78 Unrealized +49.2%
AMZN Amazon.com Inc. 0.0%
Value ($000) $1 Shares 2,855 Est. Cost $136.44 Unrealized +33.7%
SPG Simon Ppty Group New 0.0%
Value ($000) $1 Shares 3,128 Est. Cost $98.29 Unrealized +50.2%
STX Seagate Technology PLC F 0.0%
Value ($000) $1 Shares 4,822 Est. Cost $77.73 Unrealized +27.3%
OGN Organon & Co. Common Stock 0.0%
Value ($000) $1 Shares 27,007 Est. Cost $25.70 Unrealized -23.3%
ABT Abbott Laboratories 0.0%
Value ($000) $1 Shares 4,509 Est. Cost $62.75 Unrealized +70.6%
CINF Cincinnati Financial Cp 0.0%
Value ($000) $1 Shares 3,760 Est. Cost $71.17 Unrealized +75.7%
PSX Phillips 66 0.0%
Value ($000) $1 Shares 3,886 Est. Cost $69.97 Unrealized +83.5%
EXR Extra Space Storage Inc. 0.0%
Value ($000) $1 Shares 2,828 Est. Cost $121.22 Unrealized +30.7%
CCS Century Communities, Inc 0.0%
Value ($000) $1 Shares 4,909 Est. Cost $67.62 Unrealized +38.4%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $0 Shares 4,692 Est. Cost $82.72 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $0 Shares 3,494 Est. Cost $84.78 Unrealized +58.3%
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0%
Value ($000) $0 Shares 4,136 Est. Cost $65.49 Unrealized
IDCC Interdigital Comm Corp 0.0%
Value ($000) $0 Shares 3,473 Est. Cost $106.87 Unrealized +22.6%
GILD Gilead Sciences Inc 0.0%
Value ($000) $0 Shares 5,869 Est. Cost $67.19 Unrealized +8.8%
FISV Fiserv, Inc. 0.0%
Value ($000) $0 Shares 2,669 Est. Cost $113.75 Unrealized +45.0%
TNL Travel & Leisure Co. 0.0%
Value ($000) $0 Shares 10,366 Est. Cost $41.65 Unrealized 0.0%
ED Consolidated Edison 0.0%
Value ($000) $0 Shares 4,582 Est. Cost $84.44 Unrealized +11.8%
F Ford Motor Company 0.0%
Value ($000) $0 Shares 44,734 Est. Cost $11.19 Unrealized -6.7%
TFC Truist Financial Corp 0.0%
Value ($000) $0 Shares 11,037 Est. Cost $35.87 Unrealized +10.3%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $0 Shares 4,328 Est. Cost $103.98 Unrealized -1.7%
CIVI Civitas Resources, Inc. 0.0%
Value ($000) $0 Shares 9,271 Est. Cost $53.44 Unrealized +5.1%
DOV Dover Corporation 0.0%
Value ($000) $0 Shares 2,434 Est. Cost $99.26 Unrealized +80.7%
AXP American Express Company 0.0%
Value ($000) $0 Shares 1,681 Est. Cost $161.28 Unrealized +52.0%
KO Coca Cola Company 0.0%
Value ($000) $0 Shares 6,233 Est. Cost $51.09 Unrealized +28.5%
BRK/B Berkshire Hathaway Cl B 0.0%
Value ($000) $0 Shares 967 Est. Cost $309.72 Unrealized +42.8%
IRM Iron Mountain Incorporated 0.0%
Value ($000) $0 Shares 3,720 Est. Cost $37.68 Unrealized +170.9%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $0 Shares 3,540 Est. Cost $93.00 Unrealized
USB US Bancorp 0.0%
Value ($000) $0 Shares 9,366 Est. Cost $25.69 Unrealized +60.1%
MLN VanEck Long Muni ETF 0.0%
Value ($000) $0 Shares 23,394 Est. Cost $0.02 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $0 Shares 1,277 Est. Cost $366.38 Unrealized -8.2%
CF CF Industries Holdings, Inc. 0.0%
Value ($000) $0 Shares 4,764 Est. Cost $91.45 Unrealized -18.2%
EQNR Equinor ASA 0.0%
Value ($000) $0 Shares 16,085 Est. Cost $0.03 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $0 Shares 6,445 Est. Cost $36.56 Unrealized
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $0 Shares 3,686 Est. Cost $57.05 Unrealized +65.3%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $0 Shares 9,856 Est. Cost $0.03 Unrealized
CNI Canadian Natl RR Co. 0.0%
Value ($000) $0 Shares 3,336 Est. Cost $59.25 Unrealized +91.1%
NTR Nutrien Ltd. 0.0%
Value ($000) $0 Shares 8,141 Est. Cost $80.58 Unrealized -42.7%
IJR iShares S&P Small-Cap ETF 0.0%
Value ($000) $0 Shares 3,330 Est. Cost $83.90 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $0 Shares 3,734 Est. Cost $48.04 Unrealized +93.6%
Kellogg Company 0.0%
Value ($000) $0 Shares 4,752 Est. Cost $57.31 Unrealized +19.4%
LAMR Lamar Advertising Co A 0.0%
Value ($000) $0 Shares 2,857 Est. Cost $93.33 Unrealized
PH Parker-Hannifin Corporation 0.0%
Value ($000) $0 Shares 595 Est. Cost $282.66 Unrealized +98.2%
QQQ Invesco QQQ ETF 0.0%
Value ($000) $0 Shares 766 Est. Cost $0.42 Unrealized
COST Costco Whsl Corp New 0.0%
Value ($000) $0 Shares 416 Est. Cost $386.34 Unrealized +123.1%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $0 Shares 1,170 Est. Cost $171.41 Unrealized
Marathon Oil Company 0.0%
Value ($000) $0 Shares 13,271 Est. Cost $0.03 Unrealized
SEM Select Medical Holdings Corp 0.0%
Value ($000) $0 Shares 10,082 Est. Cost $17.45 Unrealized +7.3%
PEG Pub Svc Enterprise Group 0.0%
Value ($000) $0 Shares 3,842 Est. Cost $57.30 Unrealized +33.3%
OEF iShares S&P 100 ETF 0.0%
Value ($000) $0 Shares 1,234 Est. Cost $0.28 Unrealized
SPMB SPDR Portfolio Mortgage Backed Bond ETF 0.0%
Value ($000) $0 Shares 14,874 Est. Cost $13.29 Unrealized
DOLE Dole plc 0.0%
Value ($000) $0 Shares 20,346 Est. Cost $11.20 Unrealized +30.6%
GWW W.W. Grainger, Inc. 0.0%
Value ($000) $0 Shares 317 Est. Cost $756.34 Unrealized +26.5%
DFAU Dimensional US Core Equity Market ETF 0.0%
Value ($000) $0 Shares 8,239 Est. Cost $0.04 Unrealized
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $0 Shares 6,225 Est. Cost $0.05 Unrealized
GEN NortonLifeLock Inc. 0.0%
Value ($000) $0 Shares 11,686 Est. Cost $22.66 Unrealized +10.6%
C Citigroup Inc 0.0%
Value ($000) $0 Shares 5,134 Est. Cost $41.35 Unrealized +43.7%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $0 Shares 5,581 Est. Cost $54.16 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $0 Shares 5,175 Est. Cost $0.05 Unrealized
DIS Disney Walt Hldg Co 0.0%
Value ($000) $0 Shares 3,287 Est. Cost $74.06 Unrealized +22.3%
BEN Franklin Resources Inc 0.0%
Value ($000) $0 Shares 15,705 Est. Cost $22.11 Unrealized -10.8%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $0 Shares 835 Est. Cost $0.25 Unrealized
AVGE Avantis All Equity Markets ETF 0.0%
Value ($000) $0 Shares 4,209 Est. Cost $0.07 Unrealized
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $0 Shares 3,685 Est. Cost $42.60 Unrealized
TSM Taiwan Semiconductor Manufacturing Co. 0.0%
Value ($000) $0 Shares 1,788 Est. Cost $0.14 Unrealized
JHG Janus Henderson Group 0.0%
Value ($000) $0 Shares 8,029 Est. Cost $36.13 Unrealized 0.0%
PNC PNC Financial Services 0.0%
Value ($000) $0 Shares 1,651 Est. Cost $121.50 Unrealized +37.9%
VST Vistra Corp. 0.0%
Value ($000) $0 Shares 2,514 Est. Cost $23.61 Unrealized +256.2%
UPS United Parcel Service, Inc. 0.0%
Value ($000) $0 Shares 2,158 Est. Cost $163.49 Unrealized -26.3%
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value ($000) $0 Shares 9,826 Est. Cost $0.03 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $0 Shares 5,112 Est. Cost $54.85 Unrealized 0.0%
IWS iShares Russell Mid-cap Value ETF 0.0%
Value ($000) $0 Shares 2,146 Est. Cost $115.03 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $0 Shares 5,286 Est. Cost $33.15 Unrealized +46.0%
IP International Paper Co 0.0%
Value ($000) $0 Shares 5,774 Est. Cost $33.61 Unrealized +31.5%
DFEM Dimensional Emerging Markets 0.0%
Value ($000) $0 Shares 9,969 Est. Cost $0.02 Unrealized
FNDB Schwab Fundamental US Broad Mkt ETF 0.0%
Value ($000) $0 Shares 3,933 Est. Cost $0.06 Unrealized
SHYD VanEck Short High Yield Muni ETF 0.0%
Value ($000) $0 Shares 12,070 Est. Cost $0.02 Unrealized
HYMB SPDR Nuveen S&P High Yield Muni Bond ETF 0.0%
Value ($000) $0 Shares 10,425 Est. Cost $0.03 Unrealized
BlackRock, Inc 0.0%
Value ($000) $0 Shares 287 Est. Cost $0.81 Unrealized
CE Celanese Corporation 0.0%
Value ($000) $0 Shares 1,992 Est. Cost $96.76 Unrealized +34.6%
LEMB iShares Emerging Markets Local Currency Bond ETF 0.0%
Value ($000) $0 Shares 6,938 Est. Cost $26.07 Unrealized
STT State Street Corp 0.0%
Value ($000) $0 Shares 2,988 Est. Cost $64.81 Unrealized +21.5%
DHR Danaher Corp Del 0.0%
Value ($000) $0 Shares 950 Est. Cost $204.93 Unrealized +28.1%
SCHO Schwab Short-Term U.S. Treasury ETF 0.0%
Value ($000) $0 Shares 5,358 Est. Cost $0.05 Unrealized
RVNU Xtrackers Muni Infra Rev Bond ETF 0.0%
Value ($000) $0 Shares 9,829 Est. Cost $0.02 Unrealized
AEP American Electric Power Co., Inc 0.0%
Value ($000) $0 Shares 2,499 Est. Cost $71.72 Unrealized +29.7%
GPN Global Payments Inc 0.0%
Value ($000) $0 Shares 2,414 Est. Cost $115.13 Unrealized -11.3%
TGNA TEGNA, Inc. 0.0%
Value ($000) $0 Shares 15,559 Est. Cost $16.81 Unrealized -13.2%
TT Trane Technologies plc 0.0%
Value ($000) $0 Shares 634 Est. Cost $267.07 Unrealized +28.5%
IJS iShares S&P Small-Cap 600 Value ETF 0.0%
Value ($000) $0 Shares 2,238 Est. Cost $0.10 Unrealized
RSG Republic Services, Inc 0.0%
Value ($000) $0 Shares 1,198 Est. Cost $151.31 Unrealized +30.8%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $0 Shares 997 Est. Cost $244.07 Unrealized 0.0%
PFSI PennyMac Financial Services, Inc. 0.0%
Value ($000) $0 Shares 2,098 Est. Cost $73.15 Unrealized +37.4%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $0 Shares 481 Est. Cost $400.38 Unrealized +16.3%
ROST Ross Stores, Inc 0.0%
Value ($000) $0 Shares 1,567 Est. Cost $121.76 Unrealized +19.4%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $0 Shares 4,475 Est. Cost $0.05 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $0 Shares 1,636 Est. Cost $156.19 Unrealized -15.0%
PBH Prestige Brands Holdings, Inc. 0.0%
Value ($000) $0 Shares 3,083 Est. Cost $59.38 Unrealized +19.3%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $0 Shares 3,399 Est. Cost $0.06 Unrealized
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $0 Shares 14,964 Est. Cost $14.19 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $0 Shares 1,724 Est. Cost $75.92 Unrealized +47.5%
NSC Norfolk Southern Corp 0.0%
Value ($000) $0 Shares 848 Est. Cost $200.12 Unrealized +16.4%
PPG PPG Industries Inc 0.0%
Value ($000) $0 Shares 1,588 Est. Cost $122.00 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Inc. 0.0%
Value ($000) $0 Shares 447 Est. Cost $434.05 Unrealized +10.7%
CSL Carlisle Companies Inc 0.0%
Value ($000) $0 Shares 462 Est. Cost $268.62 Unrealized +51.3%
PKG Packaging Corp of America 0.0%
Value ($000) $0 Shares 954 Est. Cost $191.85 Unrealized 0.0%
CDP COPT Defense Properties 0.0%
Value ($000) $0 Shares 6,709 Est. Cost $0.02 Unrealized
KOS Kosmos Energy Ltd 0.0%
Value ($000) $0 Shares 10,650 Est. Cost $6.01 Unrealized -19.0%