FOSTER & MOTLEY INC Diversified Active

CIK: 0001163902 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 23, 2025

Total Value ($000): $1,538 (100.0% shares, 0.0% debt)

Holdings (373)

FNDF Schwab Fundamental Intl Lg Co ETF 5.6%
Value ($000) $86 Shares 2,592,229 Est. Cost $23.90 Unrealized
AAPL Apple Computer Inc 4.0%
Value ($000) $62 Shares 246,608 Est. Cost $96.38 Unrealized +143.3%
SCHF Schwab International Equity ETF 3.8%
Value ($000) $59 Shares 3,162,957 Est. Cost $13.28 Unrealized
RODM Hartford Multifactor Developed Markets ETF 3.8%
Value ($000) $58 Shares 2,052,663 Est. Cost $21.80 Unrealized
JMBS Janus Henderson Mortgage-Backed ETF 3.6%
Value ($000) $55 Shares 1,245,271 Est. Cost $0.05 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.5%
Value ($000) $39 Shares 1,333,017 Est. Cost $24.79 Unrealized
AVEM Avantis Emerging Markets Equity ETF 2.1%
Value ($000) $33 Shares 557,242 Est. Cost $50.03 Unrealized
SCHR Schwab Intermediate-Term U.S. Trsy ETF 2.1%
Value ($000) $33 Shares 1,345,573 Est. Cost $17.20 Unrealized
EYLD Cambria Emerging Shareholder Yield ETF 2.0%
Value ($000) $31 Shares 991,144 Est. Cost $0.03 Unrealized
MSFT Microsoft Corp 1.6%
Value ($000) $24 Shares 57,215 Est. Cost $31.86 Unrealized +1225.7%
Tortoise North American Pipeline Fund 1.5%
Value ($000) $23 Shares 679,591 Est. Cost $14.41 Unrealized
VNQ Vanguard Reit Index ETF 1.5%
Value ($000) $23 Shares 259,596 Est. Cost $18.32 Unrealized
GOOG Alphabet Inc Class C 1.3%
Value ($000) $20 Shares 104,001 Est. Cost $111.24 Unrealized +57.9%
SCHP Schwab US TIPS ETF 1.2%
Value ($000) $19 Shares 740,908 Est. Cost $20.29 Unrealized
SCHH Schwab U.S. REIT ETF 1.2%
Value ($000) $19 Shares 904,666 Est. Cost $29.08 Unrealized
ORCL Oracle Corporation 1.1%
Value ($000) $17 Shares 104,584 Est. Cost $32.98 Unrealized +433.1%
JPM J P Morgan Chase & Co. 1.0%
Value ($000) $15 Shares 61,526 Est. Cost $70.25 Unrealized +224.6%
INTF iShares Edge MSCI Multifactor Intl ETF 1.0%
Value ($000) $15 Shares 510,040 Est. Cost $15.80 Unrealized
KR Kroger Company 1.0%
Value ($000) $15 Shares 239,417 Est. Cost $28.23 Unrealized +103.1%
FNDA Schwab Fundamental US Small Company ETF 0.9%
Value ($000) $14 Shares 468,967 Est. Cost $16.00 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 0.9%
Value ($000) $13 Shares 265,416 Est. Cost $29.75 Unrealized
LRGF iShares Edge MSCI Multifactor USA ETF 0.8%
Value ($000) $13 Shares 212,879 Est. Cost $26.96 Unrealized
META Meta Platforms, Inc. 0.8%
Value ($000) $12 Shares 20,957 Est. Cost $217.23 Unrealized +169.2%
PG Procter & Gamble 0.8%
Value ($000) $12 Shares 73,045 Est. Cost $103.63 Unrealized +59.9%
AMP Ameriprise Financial, Inc. 0.8%
Value ($000) $12 Shares 22,627 Est. Cost $194.71 Unrealized +170.3%
HIG Hartford Financial Services 0.7%
Value ($000) $11 Shares 104,077 Est. Cost $52.18 Unrealized +117.9%
EFA iShares MSCI EAFE ETF 0.7%
Value ($000) $11 Shares 148,412 Est. Cost $10.47 Unrealized
SRVR Pacer Benchmark Data & Infrastructure Real Estate ETF 0.7%
Value ($000) $11 Shares 353,856 Est. Cost $28.05 Unrealized
AVGO Broadcom Limited 0.7%
Value ($000) $10 Shares 45,097 Est. Cost $146.96 Unrealized +24.4%
ABBV AbbVie Inc. 0.7%
Value ($000) $10 Shares 58,545 Est. Cost $61.49 Unrealized +188.5%
HCA HCA Holdings, Inc. 0.7%
Value ($000) $10 Shares 34,506 Est. Cost $150.84 Unrealized +129.6%
AFL AFLAC Inc 0.7%
Value ($000) $10 Shares 100,121 Est. Cost $48.26 Unrealized +120.5%
MCK McKesson HBOC Inc 0.7%
Value ($000) $10 Shares 18,142 Est. Cost $157.93 Unrealized +252.9%
CSCO Cisco Systems Inc 0.7%
Value ($000) $10 Shares 172,517 Est. Cost $25.67 Unrealized +115.7%
MFC Manulife Financial Corporation 0.7%
Value ($000) $10 Shares 326,262 Est. Cost $18.67 Unrealized +65.9%
CMI Cummins Inc 0.6%
Value ($000) $10 Shares 27,281 Est. Cost $134.89 Unrealized +154.6%
OMC Omnicom Group Inc 0.6%
Value ($000) $9 Shares 108,987 Est. Cost $69.03 Unrealized +37.4%
DKS Dick's Sporting Goods Inc. 0.6%
Value ($000) $9 Shares 40,970 Est. Cost $48.14 Unrealized +324.0%
AMGN Amgen Incorporated 0.6%
Value ($000) $9 Shares 34,882 Est. Cost $106.46 Unrealized +168.7%
FOXA Twenty-First Century Fox, Inc. Cl A 0.6%
Value ($000) $9 Shares 185,054 Est. Cost $33.54 Unrealized +33.0%
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $9 Shares 96,046 Est. Cost $39.42 Unrealized +117.7%
DHI D R Horton Co 0.6%
Value ($000) $8 Shares 60,782 Est. Cost $48.66 Unrealized +238.9%
UNM Unum Group 0.5%
Value ($000) $8 Shares 115,594 Est. Cost $37.97 Unrealized +81.6%
HPE Hewlett Packard Enterprise Comp 0.5%
Value ($000) $8 Shares 393,900 Est. Cost $13.57 Unrealized +50.7%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $8 Shares 14,199 Est. Cost $0.55 Unrealized
EQH Equitable Holdings, Inc. 0.5%
Value ($000) $8 Shares 174,143 Est. Cost $22.29 Unrealized +102.3%
IBM Intl Business Machines 0.5%
Value ($000) $8 Shares 37,315 Est. Cost $119.94 Unrealized +80.4%
PCAR PACCAR Inc 0.5%
Value ($000) $8 Shares 77,174 Est. Cost $55.58 Unrealized +86.9%
TM Toyota Motor Corporation 0.5%
Value ($000) $8 Shares 40,621 Est. Cost $130.21 Unrealized
PHM PulteGroup Inc 0.5%
Value ($000) $8 Shares 71,552 Est. Cost $35.14 Unrealized +266.0%
HPQ HP Inc. 0.5%
Value ($000) $8 Shares 230,564 Est. Cost $29.68 Unrealized +15.2%
JBL Jabil Circuit Inc. 0.5%
Value ($000) $8 Shares 52,195 Est. Cost $68.70 Unrealized +90.6%
EIX Edison International 0.5%
Value ($000) $7 Shares 91,691 Est. Cost $59.91 Unrealized +31.7%
SNA Snap On Inc 0.5%
Value ($000) $7 Shares 20,677 Est. Cost $186.93 Unrealized +75.2%
MUB iShares Natl Amt-Free Muni Bond ETF 0.5%
Value ($000) $7 Shares 65,709 Est. Cost $67.21 Unrealized
LOW Lowes Companies Inc 0.5%
Value ($000) $7 Shares 28,360 Est. Cost $138.25 Unrealized +89.2%
ALSN Allison Transmission Holdings, INc. 0.5%
Value ($000) $7 Shares 64,483 Est. Cost $42.58 Unrealized +153.2%
AVT Avnet, Inc. 0.4%
Value ($000) $7 Shares 130,816 Est. Cost $35.76 Unrealized +47.0%
JNJ Johnson & Johnson 0.4%
Value ($000) $7 Shares 46,789 Est. Cost $87.17 Unrealized +71.6%
BND Vanguard Total Bond Market ETF 0.4%
Value ($000) $7 Shares 94,009 Est. Cost $56.03 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.4%
Value ($000) $7 Shares 75,316 Est. Cost $0.10 Unrealized
FNDX Schwab Fundamental US Large Company ETF 0.4%
Value ($000) $6 Shares 269,881 Est. Cost $11.81 Unrealized
OC Owens Corning Inc. 0.4%
Value ($000) $6 Shares 37,301 Est. Cost $75.71 Unrealized +146.8%
PRU Prudential Financial Inc 0.4%
Value ($000) $6 Shares 52,352 Est. Cost $83.01 Unrealized +40.6%
ACN Accenture Ltd Cl A 0.4%
Value ($000) $6 Shares 17,613 Est. Cost $125.43 Unrealized +182.8%
DELL Dell Inc. 0.4%
Value ($000) $6 Shares 53,561 Est. Cost $81.25 Unrealized +51.6%
CAT Caterpillar Inc 0.4%
Value ($000) $6 Shares 16,949 Est. Cost $160.47 Unrealized +137.9%
GLW Corning Inc 0.4%
Value ($000) $6 Shares 126,363 Est. Cost $31.50 Unrealized +47.1%
NXST Nexstar Media Group 0.4%
Value ($000) $6 Shares 37,861 Est. Cost $120.09 Unrealized +32.3%
CAH Cardinal Health Inc 0.4%
Value ($000) $6 Shares 50,259 Est. Cost $73.85 Unrealized +55.4%
URI United Rentals, Inc. 0.4%
Value ($000) $6 Shares 8,321 Est. Cost $359.49 Unrealized +123.9%
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 0.4%
Value ($000) $6 Shares 100,075 Est. Cost $65.24 Unrealized
MTG MGIC Investment Corp 0.4%
Value ($000) $6 Shares 235,835 Est. Cost $16.46 Unrealized +51.7%
XOM Exxon Mobil Corporation 0.4%
Value ($000) $6 Shares 51,549 Est. Cost $60.34 Unrealized +86.2%
LMT Lockheed Martin Corp 0.4%
Value ($000) $6 Shares 11,331 Est. Cost $405.63 Unrealized +30.0%
EMB iShares JPMorgan USD Emerg Markets Bond ETF 0.4%
Value ($000) $5 Shares 61,220 Est. Cost $93.37 Unrealized
AVUV Avantis US Small Cap Value ETF 0.4%
Value ($000) $5 Shares 56,139 Est. Cost $0.08 Unrealized
TXN Texas Instruments Inc 0.3%
Value ($000) $5 Shares 27,003 Est. Cost $35.45 Unrealized +444.9%
CTSH Cognizant Technology Solutions Corp. 0.3%
Value ($000) $5 Shares 63,670 Est. Cost $68.03 Unrealized +13.0%
TRV Travelers Companies Inc 0.3%
Value ($000) $5 Shares 20,324 Est. Cost $72.83 Unrealized +236.2%
DGX Quest Diagnostic Inc 0.3%
Value ($000) $5 Shares 32,364 Est. Cost $111.01 Unrealized +37.5%
GM General Motors Company 0.3%
Value ($000) $5 Shares 90,168 Est. Cost $47.74 Unrealized +8.4%
MET Metlife Inc 0.3%
Value ($000) $5 Shares 58,552 Est. Cost $45.71 Unrealized +76.4%
NTAP Network Appliance Inc 0.3%
Value ($000) $5 Shares 40,496 Est. Cost $81.98 Unrealized +45.3%
GD General Dynamics Corp 0.3%
Value ($000) $5 Shares 17,806 Est. Cost $151.95 Unrealized +85.6%
EOG EOG Resources, Inc 0.3%
Value ($000) $5 Shares 37,797 Est. Cost $39.00 Unrealized +216.2%
BDC Belden Inc 0.3%
Value ($000) $4 Shares 39,948 Est. Cost $72.20 Unrealized +65.0%
GPI Group 1 Automotive, Inc. 0.3%
Value ($000) $4 Shares 10,456 Est. Cost $179.26 Unrealized +120.6%
TGT Target Corporation 0.3%
Value ($000) $4 Shares 32,474 Est. Cost $99.46 Unrealized +37.4%
CMCSA Comcast Corp 0.3%
Value ($000) $4 Shares 114,069 Est. Cost $39.83 Unrealized +0.4%
MBB iShares MBS Bond ETF 0.3%
Value ($000) $4 Shares 45,800 Est. Cost $55.89 Unrealized
MRK Merck & Co Inc 0.3%
Value ($000) $4 Shares 42,119 Est. Cost $69.14 Unrealized +42.7%
XLRE The Real Estate Select Sector SPDR Fund 0.3%
Value ($000) $4 Shares 100,722 Est. Cost $19.49 Unrealized
V Visa, Inc. 0.3%
Value ($000) $4 Shares 12,894 Est. Cost $253.81 Unrealized +17.5%
SGOV iShares 0-3 Month Treasury Bond ETF 0.3%
Value ($000) $4 Shares 40,375 Est. Cost $0.10 Unrealized
STLD Steel Dynamics, Inc. 0.3%
Value ($000) $4 Shares 35,299 Est. Cost $61.99 Unrealized +110.5%
CDW CDW Corporation 0.3%
Value ($000) $4 Shares 23,050 Est. Cost $159.11 Unrealized +20.0%
LYB LyondellBasell Industrials NV 0.3%
Value ($000) $4 Shares 52,600 Est. Cost $65.58 Unrealized +15.4%
VZ Verizon Communications 0.3%
Value ($000) $4 Shares 96,679 Est. Cost $28.95 Unrealized +36.1%
KHC The Kraft Heinz Company 0.2%
Value ($000) $4 Shares 121,905 Est. Cost $30.57 Unrealized +0.3%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $4 Shares 6,514 Est. Cost $259.24 Unrealized +110.2%
BBY Best Buy Inc 0.2%
Value ($000) $4 Shares 42,995 Est. Cost $64.74 Unrealized +32.6%
TIP iShares Barclays TIPS Bond 0.2%
Value ($000) $4 Shares 33,970 Est. Cost $32.31 Unrealized
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2%
Value ($000) $4 Shares 175,810 Est. Cost $17.63 Unrealized
SPIB SPDR Barclays Cap Interm Term Corp Bond ETF 0.2%
Value ($000) $4 Shares 109,347 Est. Cost $34.26 Unrealized
T A T & T Inc. 0.2%
Value ($000) $4 Shares 157,208 Est. Cost $15.97 Unrealized +34.7%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $4 Shares 17,744 Est. Cost $122.54 Unrealized
MPC Marathon Petroleum Corporation 0.2%
Value ($000) $3 Shares 24,531 Est. Cost $79.38 Unrealized +87.5%
CVX Chevron Corp 0.2%
Value ($000) $3 Shares 23,411 Est. Cost $81.19 Unrealized +79.2%
VONE Vanguard Russell 1000 ETF 0.2%
Value ($000) $3 Shares 12,707 Est. Cost $141.74 Unrealized
INFY Infosys Limited 0.2%
Value ($000) $3 Shares 152,675 Est. Cost $10.39 Unrealized
PFE Pfizer Incorporated 0.2%
Value ($000) $3 Shares 122,933 Est. Cost $18.75 Unrealized +33.9%
RS Reliance Steel & Aluminum Co 0.2%
Value ($000) $3 Shares 11,527 Est. Cost $153.67 Unrealized +93.0%
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.2%
Value ($000) $3 Shares 59,634 Est. Cost $52.57 Unrealized
UGI UGI Corporation New 0.2%
Value ($000) $3 Shares 108,836 Est. Cost $33.25 Unrealized -21.9%
UNH UnitedHealth Group Inc. 0.2%
Value ($000) $3 Shares 5,982 Est. Cost $122.85 Unrealized +350.0%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $3 Shares 16,112 Est. Cost $0.19 Unrealized
TMO Thermo Fisher Scientific Inc. 0.2%
Value ($000) $3 Shares 5,689 Est. Cost $118.50 Unrealized +362.0%
QCOM Qualcomm Inc 0.2%
Value ($000) $3 Shares 19,089 Est. Cost $151.31 Unrealized +5.4%
UNP Union Pacific 0.2%
Value ($000) $3 Shares 12,784 Est. Cost $83.56 Unrealized +175.5%
LEN Lennar Corp Cl A 0.2%
Value ($000) $3 Shares 20,827 Est. Cost $87.48 Unrealized +82.6%
NUE Nucor Corp 0.2%
Value ($000) $3 Shares 24,069 Est. Cost $43.53 Unrealized +223.7%
TEL TE Connectivity Ltd. 0.2%
Value ($000) $3 Shares 19,547 Est. Cost $146.89 Unrealized -0.1%
VLO Valero Energy Corp New 0.2%
Value ($000) $3 Shares 22,264 Est. Cost $109.58 Unrealized +17.8%
FNF Fidelity National Finl. 0.2%
Value ($000) $3 Shares 48,130 Est. Cost $31.52 Unrealized +76.7%
BG Bunge Ltd. 0.2%
Value ($000) $3 Shares 34,606 Est. Cost $92.39 Unrealized -8.6%
DOX Amdocs Limited Common Stock 0.2%
Value ($000) $3 Shares 31,146 Est. Cost $71.97 Unrealized +18.3%
MDT Medtronic PLC 0.2%
Value ($000) $3 Shares 32,643 Est. Cost $78.69 Unrealized +6.5%
SNX SYNNEX Corp. 0.2%
Value ($000) $3 Shares 22,108 Est. Cost $105.85 Unrealized +11.2%
JPST JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $3 Shares 51,159 Est. Cost $12.80 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $2 Shares 6,361 Est. Cost $237.40 Unrealized +67.3%
Discover Financial Services 0.2%
Value ($000) $2 Shares 13,783 Est. Cost $56.65 Unrealized
HMC Honda Motor Co Adr 0.2%
Value ($000) $2 Shares 83,334 Est. Cost $0.03 Unrealized
NFG National Fuel Gas Co 0.2%
Value ($000) $2 Shares 38,687 Est. Cost $59.57 Unrealized +2.9%
WSM Williams Sonoma 0.2%
Value ($000) $2 Shares 12,607 Est. Cost $102.76 Unrealized +52.0%
INGR Ingredion Incorporated 0.2%
Value ($000) $2 Shares 16,815 Est. Cost $116.37 Unrealized +21.0%
SFM Sprouts Farmers Market 0.1%
Value ($000) $2 Shares 17,997 Est. Cost $25.31 Unrealized +425.1%
TJX TJX Cos Inc 0.1%
Value ($000) $2 Shares 18,720 Est. Cost $34.91 Unrealized +237.2%
SYF Synchrony Financial 0.1%
Value ($000) $2 Shares 34,576 Est. Cost $36.75 Unrealized +63.4%
PFG Principal Financial Group Inc. 0.1%
Value ($000) $2 Shares 29,005 Est. Cost $64.58 Unrealized +24.9%
MCHP Microchip Technology Inc 0.1%
Value ($000) $2 Shares 37,710 Est. Cost $72.11 Unrealized -8.0%
Consol Energy, Inc. 0.1%
Value ($000) $2 Shares 19,815 Est. Cost $0.07 Unrealized
CEG Constellation Energy Co 0.1%
Value ($000) $2 Shares 9,412 Est. Cost $47.25 Unrealized +424.3%
FMB First Trust Managed Municipal ETF 0.1%
Value ($000) $2 Shares 41,170 Est. Cost $47.87 Unrealized
ETN Eaton Corporation plc 0.1%
Value ($000) $2 Shares 6,319 Est. Cost $71.70 Unrealized +384.1%
GIS General Mills Inc 0.1%
Value ($000) $2 Shares 32,633 Est. Cost $58.79 Unrealized +9.0%
GOOGL Alphabet Inc Class A 0.1%
Value ($000) $2 Shares 10,914 Est. Cost $120.97 Unrealized +44.0%
TotalEnergies SE 0.1%
Value ($000) $2 Shares 36,615 Est. Cost $38.49 Unrealized
VNT Vontier Corp 0.1%
Value ($000) $2 Shares 54,603 Est. Cost $36.74 Unrealized +0.4%
AN Autonation Inc. 0.1%
Value ($000) $2 Shares 11,640 Est. Cost $163.49 Unrealized +3.3%
PATK Patrick Industries Inc. 0.1%
Value ($000) $2 Shares 23,738 Est. Cost $62.87 Unrealized +39.3%
RF Regions Financial Cp New 0.1%
Value ($000) $2 Shares 82,487 Est. Cost $18.29 Unrealized +28.7%
SLVM Sylvamo Corporation 0.1%
Value ($000) $2 Shares 23,850 Est. Cost $62.90 Unrealized +31.6%
ADP Automatic Data Processing, Inc. 0.1%
Value ($000) $2 Shares 6,407 Est. Cost $158.07 Unrealized +82.1%
EEM iShares MSCI Emerging Markets Index ETF 0.1%
Value ($000) $2 Shares 44,670 Est. Cost $5.56 Unrealized
TPR Tapestry Inc 0.1%
Value ($000) $2 Shares 28,587 Est. Cost $40.21 Unrealized +33.1%
LH Lab Cp Of Amer Hldg New 0.1%
Value ($000) $2 Shares 8,140 Est. Cost $217.25 Unrealized +4.2%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $2 Shares 32,842 Est. Cost $56.59 Unrealized -7.1%
CI CIGNA Corp 0.1%
Value ($000) $2 Shares 6,695 Est. Cost $282.61 Unrealized +10.2%
EG Everest Group Ltd 0.1%
Value ($000) $2 Shares 5,077 Est. Cost $308.51 Unrealized +19.6%
KMI Kinder Morgan, Inc. 0.1%
Value ($000) $2 Shares 66,593 Est. Cost $13.18 Unrealized +88.7%
NVS Novartis A G Spon Adr 0.1%
Value ($000) $2 Shares 18,717 Est. Cost $14.37 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $2 Shares 8,026 Est. Cost $86.56 Unrealized +160.2%
MCD McDonald's Corp. 0.1%
Value ($000) $2 Shares 6,248 Est. Cost $85.49 Unrealized +239.5%
LEMB iShares Emerging Markets Local Currency Bond ETF 0.1%
Value ($000) $2 Shares 49,952 Est. Cost $3.65 Unrealized
COR Cencora, Inc. 0.1%
Value ($000) $2 Shares 7,907 Est. Cost $102.24 Unrealized +128.0%
MS Morgan Stanley 0.1%
Value ($000) $2 Shares 14,080 Est. Cost $62.33 Unrealized +91.7%
HON Honeywell International 0.1%
Value ($000) $2 Shares 7,699 Est. Cost $69.48 Unrealized +193.0%
EXPD Expeditors International of Washington Inc. 0.1%
Value ($000) $2 Shares 15,681 Est. Cost $112.35 Unrealized +4.5%
RGA Reinsurance Group of America 0.1%
Value ($000) $2 Shares 8,111 Est. Cost $141.68 Unrealized +53.9%
KLAC K L A Tencor Corp 0.1%
Value ($000) $2 Shares 2,735 Est. Cost $579.78 Unrealized +15.4%
AIG American Intl Group Inc 0.1%
Value ($000) $2 Shares 23,552 Est. Cost $57.70 Unrealized +27.0%
SHEL Shell plc 0.1%
Value ($000) $2 Shares 27,316 Est. Cost $48.66 Unrealized
PSMT PriceSmart, Inc. 0.1%
Value ($000) $2 Shares 18,299 Est. Cost $84.44 Unrealized +6.2%
Patterson Companies Inc. 0.1%
Value ($000) $2 Shares 54,222 Est. Cost $17.05 Unrealized
AZO AutoZone Inc 0.1%
Value ($000) $2 Shares 515 Est. Cost $1754.53 Unrealized +80.5%
AMAT Applied Materials Inc 0.1%
Value ($000) $2 Shares 10,035 Est. Cost $104.77 Unrealized +71.0%
ADM Archer-Daniels-Midland Co. 0.1%
Value ($000) $2 Shares 31,829 Est. Cost $52.84 Unrealized -2.0%
PBR Petroleo Brasileiro 0.1%
Value ($000) $2 Shares 120,673 Est. Cost $13.80 Unrealized
EHC Encompass Health Corp 0.1%
Value ($000) $2 Shares 16,773 Est. Cost $46.32 Unrealized +110.2%
Berry Plastics Group Inc 0.1%
Value ($000) $1 Shares 22,858 Est. Cost $0.06 Unrealized
TMHC Taylor Morrison Home Corporation 0.1%
Value ($000) $1 Shares 24,116 Est. Cost $47.75 Unrealized +42.9%
CNM Core & Main, Inc. 0.1%
Value ($000) $1 Shares 28,554 Est. Cost $50.35 Unrealized -6.4%
TNL Travel & Leisure Co. 0.1%
Value ($000) $1 Shares 28,663 Est. Cost $45.95 Unrealized +5.3%
NVDA Nvidia Corp 0.1%
Value ($000) $1 Shares 10,695 Est. Cost $99.34 Unrealized +38.7%
COP ConocoPhillips 0.1%
Value ($000) $1 Shares 14,150 Est. Cost $71.64 Unrealized +42.8%
NOC Northrop Grumman Corp 0.1%
Value ($000) $1 Shares 2,936 Est. Cost $148.98 Unrealized +230.9%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $1 Shares 19,223 Est. Cost $55.95 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $1 Shares 35,452 Est. Cost $21.60 Unrealized +72.5%
CSX CSX Corp. 0.1%
Value ($000) $1 Shares 41,270 Est. Cost $33.82 Unrealized -0.4%
ASO Academy Sports and Outdoors, Inc. 0.1%
Value ($000) $1 Shares 23,080 Est. Cost $49.23 Unrealized +5.8%
CAG ConAgra Brands, Inc. 0.1%
Value ($000) $1 Shares 46,853 Est. Cost $31.64 Unrealized -16.4%
ARW Arrow Electronics, Inc. 0.1%
Value ($000) $1 Shares 11,480 Est. Cost $116.89 Unrealized +5.6%
SPHY SPDR Portfolio High Yield Bond ETF 0.1%
Value ($000) $1 Shares 54,919 Est. Cost $4.16 Unrealized
CBT Cabot Corporation 0.1%
Value ($000) $1 Shares 13,991 Est. Cost $35.69 Unrealized +193.2%
CVS C V S Caremark Corp. 0.1%
Value ($000) $1 Shares 28,287 Est. Cost $65.95 Unrealized -18.6%
CB Chubb Ltd 0.1%
Value ($000) $1 Shares 4,475 Est. Cost $109.44 Unrealized +157.1%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $1 Shares 2,351 Est. Cost $496.20 Unrealized +5.0%
TD Toronto-Dominion Bank 0.1%
Value ($000) $1 Shares 23,000 Est. Cost $46.92 Unrealized +19.6%
ETR Entergy Corp New 0.1%
Value ($000) $1 Shares 16,157 Est. Cost $46.41 Unrealized +50.7%
LDOS Leidos Holdings Inc 0.1%
Value ($000) $1 Shares 8,438 Est. Cost $92.30 Unrealized +78.0%
LLY Eli Lilly & Company 0.1%
Value ($000) $1 Shares 1,556 Est. Cost $596.27 Unrealized +37.7%
EVR Evercore Partners Inc. 0.1%
Value ($000) $1 Shares 4,296 Est. Cost $134.78 Unrealized +107.3%
FANG Diamondback Energy, Inc. 0.1%
Value ($000) $1 Shares 7,239 Est. Cost $132.88 Unrealized +28.6%
DE Deere & Co 0.1%
Value ($000) $1 Shares 2,741 Est. Cost $345.62 Unrealized +19.8%
CNQ Canadian Natural Resources Limited 0.1%
Value ($000) $1 Shares 37,546 Est. Cost $28.95 Unrealized +12.2%
HALO Halozyme Therapeutics, Inc. 0.1%
Value ($000) $1 Shares 23,280 Est. Cost $54.05 Unrealized -5.1%
VSH Vishay Intertechnology Inc. 0.1%
Value ($000) $1 Shares 64,109 Est. Cost $19.14 Unrealized -11.0%
RTX Raytheon Technologies Co 0.1%
Value ($000) $1 Shares 9,192 Est. Cost $60.61 Unrealized +95.1%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $1 Shares 2,313 Est. Cost $398.18 Unrealized +16.0%
TSN Tyson Foods Inc 0.1%
Value ($000) $1 Shares 18,223 Est. Cost $65.41 Unrealized -11.3%
EFAV iShares MSCI EAFE Min Volatility ETF 0.1%
Value ($000) $1 Shares 14,699 Est. Cost $37.75 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $1 Shares 5,850 Est. Cost $91.02 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $1 Shares 10,587 Est. Cost $76.02 Unrealized +14.4%
ITW Illinois Tool Works 0.1%
Value ($000) $1 Shares 3,857 Est. Cost $81.38 Unrealized +216.2%
MAS Masco Corporation 0.1%
Value ($000) $1 Shares 13,446 Est. Cost $54.83 Unrealized +43.0%
Juniper Networks Inc 0.1%
Value ($000) $1 Shares 25,818 Est. Cost $20.22 Unrealized
PGR Progressive Corp. 0.1%
Value ($000) $1 Shares 3,974 Est. Cost $57.67 Unrealized +302.3%
SMLF iShares Edge MSCI Mltfct USA SmCp ETF 0.1%
Value ($000) $1 Shares 14,010 Est. Cost $38.77 Unrealized
LRCX LAM Research Corporation 0.1%
Value ($000) $1 Shares 12,988 Est. Cost $74.98 Unrealized 0.0%
CHRD Chord Energy Corporation 0.1%
Value ($000) $1 Shares 7,877 Est. Cost $144.97 Unrealized -18.4%
HBAN Huntington Bancshares Incorporated 0.1%
Value ($000) $1 Shares 56,291 Est. Cost $10.83 Unrealized +45.0%
PEP PepsiCo Incorporated 0.1%
Value ($000) $1 Shares 5,967 Est. Cost $61.69 Unrealized +153.8%
PXF Invesco FTSE RAFI Dev Mkts ex-US ETF 0.1%
Value ($000) $1 Shares 18,835 Est. Cost $28.88 Unrealized
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $1 Shares 3,110 Est. Cost $113.01 Unrealized
Interpublic Group of Companies 0.1%
Value ($000) $1 Shares 31,814 Est. Cost $18.15 Unrealized +57.1%
VWO Vanguard Emerging Markets Stock ETF 0.1%
Value ($000) $1 Shares 20,219 Est. Cost $9.72 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $1 Shares 19,855 Est. Cost $30.45 Unrealized +40.6%
GOVT iShares Trust - U.S. Treasury Bond ETF 0.1%
Value ($000) $1 Shares 37,857 Est. Cost $0.02 Unrealized
ORI Old Republic International Corporation 0.1%
Value ($000) $1 Shares 23,799 Est. Cost $22.11 Unrealized +42.3%
DFAE Dimensional Emerging Core Equity Market ETF 0.1%
Value ($000) $1 Shares 33,374 Est. Cost $0.02 Unrealized
NRG NRG Energy, Inc 0.1%
Value ($000) $1 Shares 9,320 Est. Cost $68.67 Unrealized +32.9%
RRC Range Resources Corporation 0.1%
Value ($000) $1 Shares 23,205 Est. Cost $29.77 Unrealized +11.1%
BAH Booz Allen Hamilton Holdings Corporation 0.1%
Value ($000) $1 Shares 6,399 Est. Cost $68.81 Unrealized +118.8%
SCHE Schwab Emerging Mkts Equity ETF 0.1%
Value ($000) $1 Shares 30,908 Est. Cost $22.42 Unrealized
EA Electronic Arts Inc. 0.1%
Value ($000) $1 Shares 5,572 Est. Cost $123.50 Unrealized +23.9%
CF CF Industries Holdings, Inc. 0.1%
Value ($000) $1 Shares 9,509 Est. Cost $87.85 Unrealized -4.1%
AMKR Amkor Technology Inc 0.1%
Value ($000) $1 Shares 30,294 Est. Cost $22.46 Unrealized +19.2%
GSK GlaxoSmithKline plc 0.1%
Value ($000) $1 Shares 22,838 Est. Cost $0.04 Unrealized
DoubleLine Income Solutions Fund 0.1%
Value ($000) $1 Shares 61,341 Est. Cost $12.27 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $1 Shares 21,044 Est. Cost $37.36 Unrealized 0.0%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $1 Shares 1,272 Est. Cost $253.11 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $1 Shares 1,319 Est. Cost $175.09 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $1 Shares 16,958 Est. Cost $35.78 Unrealized +16.3%
OTTR Otter Tail Corporation 0.0%
Value ($000) $1 Shares 9,473 Est. Cost $58.69 Unrealized +28.8%
AMZN Amazon.com Inc. 0.0%
Value ($000) $1 Shares 3,178 Est. Cost $143.37 Unrealized +42.7%
TFC Truist Financial Corp 0.0%
Value ($000) $1 Shares 16,051 Est. Cost $37.88 Unrealized +11.7%
SSNC SS&C Technologies Holdings, Inc. 0.0%
Value ($000) $1 Shares 9,167 Est. Cost $59.47 Unrealized +25.8%
SCHB Schwab US Broad Mkt ETF 0.0%
Value ($000) $1 Shares 30,275 Est. Cost $22.09 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $1 Shares 1,899 Est. Cost $332.48 Unrealized +10.2%
FITB Fifth Third Bancorp 0.0%
Value ($000) $1 Shares 16,157 Est. Cost $19.93 Unrealized +115.4%
SJM J M Smuckers Co 0.0%
Value ($000) $1 Shares 6,050 Est. Cost $111.83 Unrealized -1.7%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $1 Shares 3,373 Est. Cost $77.08 Unrealized
MLPX Global X MLP & Energy Infrastructure ETF 0.0%
Value ($000) $1 Shares 10,613 Est. Cost $24.50 Unrealized
IDCC Interdigital Comm Corp 0.0%
Value ($000) $1 Shares 3,316 Est. Cost $106.87 Unrealized +63.6%
CARR Carrier Global Corp 0.0%
Value ($000) $1 Shares 9,044 Est. Cost $17.48 Unrealized +325.5%
HYD VanEck Vectors High-Yield Muni ETF 0.0%
Value ($000) $1 Shares 11,859 Est. Cost $58.61 Unrealized
OXM Oxford Industries, Inc. 0.0%
Value ($000) $1 Shares 7,803 Est. Cost $98.86 Unrealized -20.7%
CMS CMS Energy Corp 0.0%
Value ($000) $1 Shares 9,226 Est. Cost $21.18 Unrealized +213.9%
MDU MDU Resources Group, Inc. 0.0%
Value ($000) $1 Shares 34,093 Est. Cost $9.27 Unrealized +82.4%
BP BP PLC Adr 0.0%
Value ($000) $1 Shares 20,520 Est. Cost $0.04 Unrealized
GDXJ VanEck Vectors Junior Gold Miners ETF 0.0%
Value ($000) $1 Shares 14,095 Est. Cost $0.04 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $1 Shares 5,309 Est. Cost $70.37 Unrealized +61.0%
VTRS Viatris Inc 0.0%
Value ($000) $1 Shares 47,668 Est. Cost $9.11 Unrealized +27.7%
MMM 3M Company 0.0%
Value ($000) $1 Shares 4,523 Est. Cost $70.68 Unrealized +81.6%
FDX FedEx Corp. 0.0%
Value ($000) $1 Shares 1,953 Est. Cost $237.91 Unrealized +14.2%
MA Mastercard Incorporated 0.0%
Value ($000) $1 Shares 1,039 Est. Cost $342.73 Unrealized +50.2%
MUSA Murphy USA, Inc 0.0%
Value ($000) $1 Shares 1,086 Est. Cost $256.65 Unrealized +97.8%
FISV Fiserv, Inc. 0.0%
Value ($000) $1 Shares 2,644 Est. Cost $113.75 Unrealized +79.5%
CINF Cincinnati Financial Cp 0.0%
Value ($000) $1 Shares 3,764 Est. Cost $71.17 Unrealized +99.5%
SPG Simon Ppty Group New 0.0%
Value ($000) $1 Shares 3,128 Est. Cost $98.29 Unrealized +68.5%
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $1 Shares 13,249 Est. Cost $22.92 Unrealized
CTRA Coterra Energy Inc. 0.0%
Value ($000) $1 Shares 20,724 Est. Cost $23.43 Unrealized +2.1%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $1 Shares 2,524 Est. Cost $231.06 Unrealized -3.7%
AXP American Express Company 0.0%
Value ($000) $1 Shares 1,716 Est. Cost $163.77 Unrealized +73.2%
LKQ LKQ Corp. 0.0%
Value ($000) $1 Shares 13,705 Est. Cost $47.56 Unrealized -22.6%
DOV Dover Corporation 0.0%
Value ($000) $0 Shares 2,583 Est. Cost $104.67 Unrealized +84.4%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $0 Shares 4,280 Est. Cost $103.98 Unrealized +4.9%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $0 Shares 4,572 Est. Cost $82.72 Unrealized
PNC PNC Financial Services 0.0%
Value ($000) $0 Shares 2,489 Est. Cost $144.33 Unrealized +31.2%
UHS Universal Health Services Inc. 0.0%
Value ($000) $0 Shares 2,638 Est. Cost $146.22 Unrealized +38.6%
ANDE The Andersons Inc. 0.0%
Value ($000) $0 Shares 11,563 Est. Cost $38.03 Unrealized +19.2%
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0%
Value ($000) $0 Shares 4,071 Est. Cost $65.49 Unrealized
ECG Everus Construction Group Inc 0.0%
Value ($000) $0 Shares 7,062 Est. Cost $62.93 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $0 Shares 3,494 Est. Cost $84.78 Unrealized +53.5%
HAS Hasbro Inc 0.0%
Value ($000) $0 Shares 8,163 Est. Cost $53.82 Unrealized +15.8%
USB US Bancorp 0.0%
Value ($000) $0 Shares 9,251 Est. Cost $25.69 Unrealized +81.5%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $0 Shares 3,540 Est. Cost $93.00 Unrealized
THC Tenet Healthcare Corp 0.0%
Value ($000) $0 Shares 3,479 Est. Cost $91.44 Unrealized +62.6%
CHTR Charter Communications 0.0%
Value ($000) $0 Shares 1,277 Est. Cost $366.38 Unrealized -1.3%
BPOP Popular Inc 0.0%
Value ($000) $0 Shares 4,590 Est. Cost $62.78 Unrealized +48.0%
COST Costco Whsl Corp New 0.0%
Value ($000) $0 Shares 469 Est. Cost $446.94 Unrealized +106.4%
PSX Phillips 66 0.0%
Value ($000) $0 Shares 3,743 Est. Cost $69.97 Unrealized +74.4%
EXR Extra Space Storage Inc. 0.0%
Value ($000) $0 Shares 2,828 Est. Cost $121.22 Unrealized +28.2%
F Ford Motor Company 0.0%
Value ($000) $0 Shares 41,585 Est. Cost $11.19 Unrealized -11.7%
JHG Janus Henderson Group 0.0%
Value ($000) $0 Shares 9,539 Est. Cost $37.12 Unrealized +14.2%
CIVI Civitas Resources, Inc. 0.0%
Value ($000) $0 Shares 8,814 Est. Cost $53.44 Unrealized -13.3%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $0 Shares 6,399 Est. Cost $36.56 Unrealized
JPLD JPMorgan Limited Duration Bond ETF 0.0%
Value ($000) $0 Shares 7,730 Est. Cost $0.05 Unrealized
QQQ Invesco QQQ ETF 0.0%
Value ($000) $0 Shares 771 Est. Cost $0.42 Unrealized
MLN VanEck Long Muni ETF 0.0%
Value ($000) $0 Shares 22,005 Est. Cost $0.02 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $0 Shares 4,335 Est. Cost $84.44 Unrealized +12.2%
BC Brunswick Corporation 0.0%
Value ($000) $0 Shares 5,936 Est. Cost $77.27 Unrealized -1.6%
IJR iShares S&P Small-Cap ETF 0.0%
Value ($000) $0 Shares 3,336 Est. Cost $83.90 Unrealized
OGN Organon & Co. Common Stock 0.0%
Value ($000) $0 Shares 25,699 Est. Cost $25.70 Unrealized -38.7%
Kellogg Company 0.0%
Value ($000) $0 Shares 4,641 Est. Cost $57.31 Unrealized +36.4%
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $0 Shares 3,628 Est. Cost $57.05 Unrealized +90.6%
PH Parker-Hannifin Corporation 0.0%
Value ($000) $0 Shares 590 Est. Cost $282.66 Unrealized +131.8%
KO Coca Cola Company 0.0%
Value ($000) $0 Shares 5,918 Est. Cost $51.09 Unrealized +23.5%
STX Seagate Technology PLC F 0.0%
Value ($000) $0 Shares 4,251 Est. Cost $77.73 Unrealized +26.3%
DIS Disney Walt Hldg Co 0.0%
Value ($000) $0 Shares 3,289 Est. Cost $74.06 Unrealized +39.8%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $0 Shares 10,556 Est. Cost $0.03 Unrealized
IRM Iron Mountain Incorporated 0.0%
Value ($000) $0 Shares 3,400 Est. Cost $37.68 Unrealized +199.4%
CCS Century Communities, Inc 0.0%
Value ($000) $0 Shares 4,844 Est. Cost $67.62 Unrealized +29.2%
TSM Taiwan Semiconductor Manufacturing Co. 0.0%
Value ($000) $0 Shares 1,788 Est. Cost $0.14 Unrealized
AVGE Avantis All Equity Markets ETF 0.0%
Value ($000) $0 Shares 4,879 Est. Cost $0.07 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $0 Shares 3,734 Est. Cost $48.04 Unrealized +104.6%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $0 Shares 1,065 Est. Cost $171.41 Unrealized
SM SM Energy Company 0.0%
Value ($000) $0 Shares 8,833 Est. Cost $40.47 Unrealized 0.0%
NTR Nutrien Ltd. 0.0%
Value ($000) $0 Shares 7,491 Est. Cost $80.58 Unrealized -43.0%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $0 Shares 835 Est. Cost $0.25 Unrealized
DFAU Dimensional US Core Equity Market ETF 0.0%
Value ($000) $0 Shares 8,239 Est. Cost $0.04 Unrealized
OEF iShares S&P 100 ETF 0.0%
Value ($000) $0 Shares 1,154 Est. Cost $0.28 Unrealized
STNG Scorpio Tankers, Inc. 0.0%
Value ($000) $0 Shares 6,556 Est. Cost $0.07 Unrealized
LAMR Lamar Advertising Co A 0.0%
Value ($000) $0 Shares 2,661 Est. Cost $93.33 Unrealized
SPMB SPDR Portfolio Mortgage Backed Bond ETF 0.0%
Value ($000) $0 Shares 14,874 Est. Cost $13.29 Unrealized
CNI Canadian Natl RR Co. 0.0%
Value ($000) $0 Shares 3,125 Est. Cost $59.25 Unrealized +80.4%
GEN NortonLifeLock Inc. 0.0%
Value ($000) $0 Shares 11,535 Est. Cost $22.66 Unrealized +24.4%
GWW W.W. Grainger, Inc. 0.0%
Value ($000) $0 Shares 299 Est. Cost $756.34 Unrealized +47.6%
PEG Pub Svc Enterprise Group 0.0%
Value ($000) $0 Shares 3,676 Est. Cost $57.30 Unrealized +48.8%
ELV Elevance Health Inc. 0.0%
Value ($000) $0 Shares 837 Est. Cost $187.80 Unrealized +117.9%
SCHO Schwab Short-Term U.S. Treasury ETF 0.0%
Value ($000) $0 Shares 12,654 Est. Cost $0.03 Unrealized
DOLE Dole plc 0.0%
Value ($000) $0 Shares 22,405 Est. Cost $11.56 Unrealized +30.7%
IP International Paper Co 0.0%
Value ($000) $0 Shares 5,630 Est. Cost $33.61 Unrealized +52.7%
C Citigroup Inc 0.0%
Value ($000) $0 Shares 4,277 Est. Cost $41.35 Unrealized +58.1%
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $0 Shares 10,756 Est. Cost $14.61 Unrealized
CROX Crocs Inc 0.0%
Value ($000) $0 Shares 2,615 Est. Cost $116.36 Unrealized 0.0%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $0 Shares 5,408 Est. Cost $54.16 Unrealized
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $0 Shares 10,810 Est. Cost $0.04 Unrealized
TGNA TEGNA, Inc. 0.0%
Value ($000) $0 Shares 15,276 Est. Cost $16.81 Unrealized +4.1%
M Macys, Inc 0.0%
Value ($000) $0 Shares 16,358 Est. Cost $15.93 Unrealized 0.0%
FNDB Schwab Fundamental US Broad Mkt ETF 0.0%
Value ($000) $0 Shares 11,847 Est. Cost $0.04 Unrealized
STT State Street Corp 0.0%
Value ($000) $0 Shares 2,801 Est. Cost $64.81 Unrealized +40.8%
SHYD VanEck Short High Yield Muni ETF 0.0%
Value ($000) $0 Shares 11,915 Est. Cost $0.02 Unrealized
DFEM Dimensional Emerging Markets 0.0%
Value ($000) $0 Shares 9,969 Est. Cost $0.02 Unrealized
VST Vistra Corp. 0.0%
Value ($000) $0 Shares 1,841 Est. Cost $23.61 Unrealized +484.0%
RVNU Xtrackers Muni Infra Rev Bond ETF 0.0%
Value ($000) $0 Shares 9,829 Est. Cost $0.02 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $0 Shares 4,285 Est. Cost $0.05 Unrealized
BLK BlackRock, Inc 0.0%
Value ($000) $0 Shares 237 Est. Cost $991.05 Unrealized 0.0%
IJS iShares S&P Small-Cap 600 Value ETF 0.0%
Value ($000) $0 Shares 2,240 Est. Cost $0.10 Unrealized
RSG Republic Services, Inc 0.0%
Value ($000) $0 Shares 1,198 Est. Cost $151.31 Unrealized +35.0%
PBH Prestige Brands Holdings, Inc. 0.0%
Value ($000) $0 Shares 3,083 Est. Cost $59.38 Unrealized +30.8%
IWS iShares Russell Mid-cap Value ETF 0.0%
Value ($000) $0 Shares 1,856 Est. Cost $115.03 Unrealized
ROST Ross Stores, Inc 0.0%
Value ($000) $0 Shares 1,567 Est. Cost $121.76 Unrealized +19.2%
GNMA iShares GNMA Bond ETF 0.0%
Value ($000) $0 Shares 5,451 Est. Cost $0.04 Unrealized
TT Trane Technologies plc 0.0%
Value ($000) $0 Shares 634 Est. Cost $267.07 Unrealized +47.4%
HYMB SPDR Nuveen S&P High Yield Muni Bond ETF 0.0%
Value ($000) $0 Shares 9,155 Est. Cost $0.03 Unrealized
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value ($000) $0 Shares 8,399 Est. Cost $0.03 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $0 Shares 253 Est. Cost $82.31 Unrealized 0.0%
SAIC Science Applications International Corp 0.0%
Value ($000) $0 Shares 1,976 Est. Cost $131.93 Unrealized 0.0%
WFC Wells Fargo & Company 0.0%
Value ($000) $0 Shares 3,121 Est. Cost $54.85 Unrealized +21.6%
BEN Franklin Resources Inc 0.0%
Value ($000) $0 Shares 10,769 Est. Cost $22.11 Unrealized -11.4%
DHR Danaher Corp Del 0.0%
Value ($000) $0 Shares 950 Est. Cost $204.93 Unrealized +19.0%
UPS United Parcel Service, Inc. 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $163.49 Unrealized -25.2%
PKG Packaging Corp of America 0.0%
Value ($000) $0 Shares 940 Est. Cost $191.85 Unrealized +17.0%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $0 Shares 4,383 Est. Cost $0.05 Unrealized
AEP American Electric Power Co., Inc 0.0%
Value ($000) $0 Shares 2,265 Est. Cost $71.72 Unrealized +29.8%
PFSI PennyMac Financial Services, Inc. 0.0%
Value ($000) $0 Shares 2,001 Est. Cost $73.15 Unrealized +40.7%
GPN Global Payments Inc 0.0%
Value ($000) $0 Shares 1,818 Est. Cost $115.13 Unrealized -6.3%
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 14,434 Est. Cost $14.19 Unrealized
SSP The E.W. Scripps Company 0.0%
Value ($000) $0 Shares 34,000 Est. Cost $1.74 Unrealized 0.0%
KOS Kosmos Energy Ltd 0.0%
Value ($000) $0 Shares 10,350 Est. Cost $6.01 Unrealized -36.7%