FOSTER & MOTLEY INC Diversified Active

CIK: 0001163902 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 8, 2025

Total Value ($000): $1,588 (100.0% shares, 0.0% debt)

Holdings (378)

FNDF Schwab Fundamental Intl Lg Co ETF 5.9%
Value ($000) $93 Shares 2,586,137 Est. Cost $23.90 Unrealized
RODM Hartford Multifactor Developed Markets ETF 4.0%
Value ($000) $64 Shares 2,051,299 Est. Cost $21.80 Unrealized
SCHF Schwab International Equity ETF 4.0%
Value ($000) $63 Shares 3,194,659 Est. Cost $13.15 Unrealized
JMBS Janus Henderson Mortgage-Backed ETF 3.9%
Value ($000) $62 Shares 1,381,750 Est. Cost $0.05 Unrealized
AAPL Apple Computer Inc 3.4%
Value ($000) $55 Shares 245,489 Est. Cost $96.38 Unrealized +139.4%
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.6%
Value ($000) $41 Shares 1,340,142 Est. Cost $24.79 Unrealized
AVEM Avantis Emerging Markets Equity ETF 2.1%
Value ($000) $34 Shares 563,268 Est. Cost $49.49 Unrealized
EYLD Cambria Emerging Shareholder Yield ETF 2.1%
Value ($000) $34 Shares 1,067,465 Est. Cost $0.03 Unrealized
SCHR Schwab Intermediate-Term U.S. Trsy ETF 2.1%
Value ($000) $33 Shares 1,332,570 Est. Cost $17.20 Unrealized
Tortoise North American Pipeline Fund 1.5%
Value ($000) $24 Shares 649,290 Est. Cost $14.41 Unrealized
VNQ Vanguard Reit Index ETF 1.5%
Value ($000) $24 Shares 259,735 Est. Cost $18.32 Unrealized
SCHP Schwab US TIPS ETF 1.4%
Value ($000) $22 Shares 812,144 Est. Cost $18.52 Unrealized
MSFT Microsoft Corp 1.4%
Value ($000) $21 Shares 57,180 Est. Cost $31.86 Unrealized +1171.5%
SCHH Schwab U.S. REIT ETF 1.2%
Value ($000) $20 Shares 920,550 Est. Cost $28.58 Unrealized
GOOG Alphabet Inc Class C 1.2%
Value ($000) $18 Shares 117,065 Est. Cost $119.19 Unrealized +53.1%
KR Kroger Company 1.0%
Value ($000) $16 Shares 233,807 Est. Cost $28.23 Unrealized +120.6%
VTEB Vanguard Tax-Exempt Bond Index ETF 0.9%
Value ($000) $14 Shares 292,099 Est. Cost $27.04 Unrealized
INTF iShares Edge MSCI Multifactor Intl ETF 0.9%
Value ($000) $14 Shares 465,966 Est. Cost $15.80 Unrealized
JPM J P Morgan Chase & Co. 0.9%
Value ($000) $14 Shares 57,738 Est. Cost $70.25 Unrealized +257.2%
ORCL Oracle Corporation 0.9%
Value ($000) $14 Shares 100,338 Est. Cost $32.98 Unrealized +389.8%
FNDA Schwab Fundamental US Small Company ETF 0.8%
Value ($000) $13 Shares 474,758 Est. Cost $15.81 Unrealized
HIG Hartford Financial Services 0.8%
Value ($000) $13 Shares 104,775 Est. Cost $52.18 Unrealized +116.4%
JAAA Janus Henderson AAA CLO ETF 0.8%
Value ($000) $13 Shares 251,379 Est. Cost $0.05 Unrealized
META Meta Platforms, Inc. 0.8%
Value ($000) $13 Shares 22,095 Est. Cost $239.17 Unrealized +168.9%
LRGF iShares Edge MSCI Multifactor USA ETF 0.8%
Value ($000) $12 Shares 209,594 Est. Cost $26.96 Unrealized
ABBV AbbVie Inc. 0.8%
Value ($000) $12 Shares 57,692 Est. Cost $61.49 Unrealized +208.0%
EFA iShares MSCI EAFE ETF 0.7%
Value ($000) $12 Shares 144,294 Est. Cost $10.47 Unrealized
HCA HCA Holdings, Inc. 0.7%
Value ($000) $12 Shares 33,927 Est. Cost $150.84 Unrealized +111.7%
PG Procter & Gamble 0.7%
Value ($000) $12 Shares 67,571 Est. Cost $103.63 Unrealized +58.2%
MCK McKesson HBOC Inc 0.7%
Value ($000) $12 Shares 17,106 Est. Cost $157.93 Unrealized +290.0%
AFL AFLAC Inc 0.7%
Value ($000) $11 Shares 96,900 Est. Cost $48.26 Unrealized +115.6%
SRVR Pacer Benchmark Data & Infrastructure Real Estate ETF 0.7%
Value ($000) $11 Shares 363,918 Est. Cost $27.28 Unrealized
AMP Ameriprise Financial, Inc. 0.7%
Value ($000) $11 Shares 21,971 Est. Cost $194.71 Unrealized +166.4%
AMGN Amgen Incorporated 0.7%
Value ($000) $11 Shares 34,106 Est. Cost $106.46 Unrealized +169.8%
FOXA Twenty-First Century Fox, Inc. Cl A 0.7%
Value ($000) $10 Shares 184,442 Est. Cost $33.54 Unrealized +56.4%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $10 Shares 18,282 Est. Cost $0.55 Unrealized
CSCO Cisco Systems Inc 0.6%
Value ($000) $10 Shares 165,444 Est. Cost $25.67 Unrealized +134.1%
MFC Manulife Financial Corporation 0.6%
Value ($000) $10 Shares 326,387 Est. Cost $18.67 Unrealized +61.8%
UNM Unum Group 0.6%
Value ($000) $10 Shares 119,945 Est. Cost $39.39 Unrealized +95.7%
EQH Equitable Holdings, Inc. 0.6%
Value ($000) $9 Shares 176,869 Est. Cost $22.73 Unrealized +125.8%
OMC Omnicom Group Inc 0.6%
Value ($000) $9 Shares 109,599 Est. Cost $69.03 Unrealized +16.8%
IBM Intl Business Machines 0.6%
Value ($000) $9 Shares 35,905 Est. Cost $119.94 Unrealized +99.6%
BND Vanguard Total Bond Market ETF 0.6%
Value ($000) $9 Shares 120,673 Est. Cost $43.67 Unrealized
CMI Cummins Inc 0.5%
Value ($000) $8 Shares 26,586 Est. Cost $134.89 Unrealized +156.6%
JNJ Johnson & Johnson 0.5%
Value ($000) $8 Shares 48,387 Est. Cost $89.33 Unrealized +70.7%
PHM PulteGroup Inc 0.5%
Value ($000) $8 Shares 75,750 Est. Cost $39.13 Unrealized +173.9%
PCAR PACCAR Inc 0.5%
Value ($000) $8 Shares 79,918 Est. Cost $57.20 Unrealized +80.0%
DKS Dick's Sporting Goods Inc. 0.5%
Value ($000) $8 Shares 37,814 Est. Cost $48.14 Unrealized +353.2%
DHI D R Horton Co 0.5%
Value ($000) $8 Shares 59,871 Est. Cost $48.66 Unrealized +172.8%
JBL Jabil Circuit Inc. 0.5%
Value ($000) $8 Shares 55,755 Est. Cost $74.12 Unrealized +107.2%
NXST Nexstar Media Group 0.5%
Value ($000) $7 Shares 41,063 Est. Cost $122.82 Unrealized +26.3%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $7 Shares 82,887 Est. Cost $39.42 Unrealized +135.8%
TM Toyota Motor Corporation 0.4%
Value ($000) $7 Shares 39,794 Est. Cost $130.21 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.4%
Value ($000) $7 Shares 77,027 Est. Cost $0.10 Unrealized
MUB iShares Natl Amt-Free Muni Bond ETF 0.4%
Value ($000) $7 Shares 65,192 Est. Cost $67.21 Unrealized
HPQ HP Inc. 0.4%
Value ($000) $7 Shares 247,388 Est. Cost $29.72 Unrealized +2.1%
MBB iShares MBS Bond ETF 0.4%
Value ($000) $7 Shares 72,481 Est. Cost $35.35 Unrealized
SNA Snap On Inc 0.4%
Value ($000) $7 Shares 19,912 Est. Cost $186.93 Unrealized +77.5%
AVT Avnet, Inc. 0.4%
Value ($000) $7 Shares 136,751 Est. Cost $36.35 Unrealized +35.8%
MTG MGIC Investment Corp 0.4%
Value ($000) $7 Shares 264,836 Est. Cost $17.31 Unrealized +39.9%
LOW Lowes Companies Inc 0.4%
Value ($000) $7 Shares 27,936 Est. Cost $138.25 Unrealized +75.1%
V Visa, Inc. 0.4%
Value ($000) $6 Shares 18,313 Est. Cost $278.23 Unrealized +20.9%
CAH Cardinal Health Inc 0.4%
Value ($000) $6 Shares 45,982 Est. Cost $73.85 Unrealized +70.5%
ALSN Allison Transmission Holdings, INc. 0.4%
Value ($000) $6 Shares 66,009 Est. Cost $44.02 Unrealized +138.4%
FNDX Schwab Fundamental US Large Company ETF 0.4%
Value ($000) $6 Shares 264,269 Est. Cost $11.81 Unrealized
HPE Hewlett Packard Enterprise Comp 0.4%
Value ($000) $6 Shares 389,932 Est. Cost $13.57 Unrealized +43.0%
PRU Prudential Financial Inc 0.4%
Value ($000) $6 Shares 53,155 Est. Cost $83.40 Unrealized +30.6%
CAT Caterpillar Inc 0.4%
Value ($000) $6 Shares 17,818 Est. Cost $169.81 Unrealized +107.3%
EMB iShares JPMorgan USD Emerg Markets Bond ETF 0.4%
Value ($000) $6 Shares 64,822 Est. Cost $88.19 Unrealized
AVUV Avantis US Small Cap Value ETF 0.4%
Value ($000) $6 Shares 65,251 Est. Cost $0.08 Unrealized
ACN Accenture Ltd Cl A 0.4%
Value ($000) $6 Shares 18,100 Est. Cost $131.46 Unrealized +165.8%
GLW Corning Inc 0.4%
Value ($000) $6 Shares 123,214 Est. Cost $31.50 Unrealized +54.1%
GM General Motors Company 0.4%
Value ($000) $6 Shares 119,500 Est. Cost $48.00 Unrealized +1.7%
OC Owens Corning Inc. 0.3%
Value ($000) $5 Shares 38,408 Est. Cost $78.29 Unrealized +111.1%
XOM Exxon Mobil Corporation 0.3%
Value ($000) $5 Shares 46,033 Est. Cost $60.34 Unrealized +77.7%
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 0.3%
Value ($000) $5 Shares 92,090 Est. Cost $65.24 Unrealized
URI United Rentals, Inc. 0.3%
Value ($000) $5 Shares 8,699 Est. Cost $373.51 Unrealized +82.6%
EOG EOG Resources, Inc 0.3%
Value ($000) $5 Shares 41,170 Est. Cost $46.06 Unrealized +171.7%
TRV Travelers Companies Inc 0.3%
Value ($000) $5 Shares 19,781 Est. Cost $72.83 Unrealized +237.0%
CTSH Cognizant Technology Solutions Corp. 0.3%
Value ($000) $5 Shares 68,212 Est. Cost $68.85 Unrealized +16.6%
MET Metlife Inc 0.3%
Value ($000) $5 Shares 64,608 Est. Cost $49.03 Unrealized +65.5%
DGX Quest Diagnostic Inc 0.3%
Value ($000) $5 Shares 30,629 Est. Cost $111.01 Unrealized +45.9%
TNL Travel & Leisure Co. 0.3%
Value ($000) $5 Shares 109,716 Est. Cost $49.32 Unrealized +2.4%
IWD iShares Russell 1000 Value ETF 0.3%
Value ($000) $5 Shares 26,987 Est. Cost $0.19 Unrealized
NOC Northrop Grumman Corp 0.3%
Value ($000) $5 Shares 9,711 Est. Cost $372.96 Unrealized +26.0%
DELL Dell Inc. 0.3%
Value ($000) $5 Shares 54,204 Est. Cost $81.53 Unrealized +27.8%
TXN Texas Instruments Inc 0.3%
Value ($000) $5 Shares 26,899 Est. Cost $35.45 Unrealized +414.1%
VZ Verizon Communications 0.3%
Value ($000) $5 Shares 105,668 Est. Cost $29.85 Unrealized +32.6%
NFG National Fuel Gas Co 0.3%
Value ($000) $5 Shares 60,360 Est. Cost $64.01 Unrealized +12.4%
EIX Edison International 0.3%
Value ($000) $5 Shares 80,275 Est. Cost $59.91 Unrealized -8.5%
GD General Dynamics Corp 0.3%
Value ($000) $5 Shares 17,254 Est. Cost $151.95 Unrealized +68.4%
QCOM Qualcomm Inc 0.3%
Value ($000) $5 Shares 29,437 Est. Cost $154.25 Unrealized +3.5%
T A T & T Inc. 0.3%
Value ($000) $5 Shares 159,816 Est. Cost $16.11 Unrealized +51.2%
STLD Steel Dynamics, Inc. 0.3%
Value ($000) $4 Shares 35,897 Est. Cost $63.04 Unrealized +98.2%
CVX Chevron Corp 0.3%
Value ($000) $4 Shares 25,407 Est. Cost $86.63 Unrealized +73.7%
XLRE The Real Estate Select Sector SPDR Fund 0.3%
Value ($000) $4 Shares 99,812 Est. Cost $19.49 Unrealized
TGT Target Corporation 0.3%
Value ($000) $4 Shares 38,207 Est. Cost $102.58 Unrealized +17.2%
BDC Belden Inc 0.3%
Value ($000) $4 Shares 39,683 Est. Cost $72.20 Unrealized +53.4%
SPIB SPDR Barclays Cap Interm Term Corp Bond ETF 0.2%
Value ($000) $4 Shares 118,272 Est. Cost $31.68 Unrealized
UGI UGI Corporation New 0.2%
Value ($000) $4 Shares 116,138 Est. Cost $33.15 Unrealized -4.4%
KHC The Kraft Heinz Company 0.2%
Value ($000) $4 Shares 126,177 Est. Cost $30.50 Unrealized -7.1%
TIP iShares Barclays TIPS Bond 0.2%
Value ($000) $4 Shares 34,380 Est. Cost $31.93 Unrealized
GPI Group 1 Automotive, Inc. 0.2%
Value ($000) $4 Shares 9,879 Est. Cost $179.26 Unrealized +144.5%
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2%
Value ($000) $4 Shares 166,650 Est. Cost $17.63 Unrealized
NTAP Network Appliance Inc 0.2%
Value ($000) $4 Shares 41,189 Est. Cost $82.42 Unrealized +31.4%
SNX SYNNEX Corp. 0.2%
Value ($000) $4 Shares 34,573 Est. Cost $115.19 Unrealized +14.4%
MRK Merck & Co Inc 0.2%
Value ($000) $4 Shares 39,511 Est. Cost $69.14 Unrealized +30.3%
DOX Amdocs Limited Common Stock 0.2%
Value ($000) $3 Shares 37,830 Est. Cost $74.30 Unrealized +14.6%
CDW CDW Corporation 0.2%
Value ($000) $3 Shares 21,554 Est. Cost $159.11 Unrealized +12.7%
CMCSA Comcast Corp 0.2%
Value ($000) $3 Shares 92,617 Est. Cost $39.83 Unrealized -12.0%
LYB LyondellBasell Industrials NV 0.2%
Value ($000) $3 Shares 48,279 Est. Cost $65.58 Unrealized +4.9%
MPC Marathon Petroleum Corporation 0.2%
Value ($000) $3 Shares 23,259 Est. Cost $79.38 Unrealized +82.9%
AVGO Broadcom Limited 0.2%
Value ($000) $3 Shares 20,213 Est. Cost $146.96 Unrealized +42.8%
TEL TE Connectivity Ltd. 0.2%
Value ($000) $3 Shares 23,845 Est. Cost $146.82 Unrealized -0.2%
AN Autonation Inc. 0.2%
Value ($000) $3 Shares 20,412 Est. Cost $169.90 Unrealized +5.0%
RS Reliance Steel & Aluminum Co 0.2%
Value ($000) $3 Shares 11,419 Est. Cost $153.67 Unrealized +86.2%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $3 Shares 5,910 Est. Cost $259.24 Unrealized +127.9%
INGR Ingredion Incorporated 0.2%
Value ($000) $3 Shares 23,832 Est. Cost $121.00 Unrealized +9.2%
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.2%
Value ($000) $3 Shares 61,818 Est. Cost $50.72 Unrealized
BBY Best Buy Inc 0.2%
Value ($000) $3 Shares 42,823 Est. Cost $64.74 Unrealized +21.0%
MDT Medtronic PLC 0.2%
Value ($000) $3 Shares 34,880 Est. Cost $79.25 Unrealized +10.3%
FNF Fidelity National Finl. 0.2%
Value ($000) $3 Shares 47,339 Est. Cost $31.52 Unrealized +77.8%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $3 Shares 16,432 Est. Cost $122.54 Unrealized
PFE Pfizer Incorporated 0.2%
Value ($000) $3 Shares 120,671 Est. Cost $18.75 Unrealized +31.8%
VLO Valero Energy Corp New 0.2%
Value ($000) $3 Shares 22,609 Est. Cost $109.88 Unrealized +17.7%
UNP Union Pacific 0.2%
Value ($000) $3 Shares 12,626 Est. Cost $83.56 Unrealized +181.9%
INFY Infosys Limited 0.2%
Value ($000) $3 Shares 162,832 Est. Cost $9.74 Unrealized
LDOS Leidos Holdings Inc 0.2%
Value ($000) $3 Shares 21,996 Est. Cost $120.64 Unrealized +14.6%
NUE Nucor Corp 0.2%
Value ($000) $3 Shares 23,437 Est. Cost $43.53 Unrealized +191.3%
VNT Vontier Corp 0.2%
Value ($000) $3 Shares 85,300 Est. Cost $36.62 Unrealized -0.6%
UNH UnitedHealth Group Inc. 0.2%
Value ($000) $3 Shares 5,290 Est. Cost $122.85 Unrealized +306.6%
TMO Thermo Fisher Scientific Inc. 0.2%
Value ($000) $3 Shares 5,449 Est. Cost $118.50 Unrealized +355.5%
VONE Vanguard Russell 1000 ETF 0.2%
Value ($000) $3 Shares 10,521 Est. Cost $141.74 Unrealized
JPST JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $3 Shares 50,156 Est. Cost $12.80 Unrealized
SGOV iShares 0-3 Month Treasury Bond ETF 0.2%
Value ($000) $2 Shares 24,816 Est. Cost $0.10 Unrealized
PFG Principal Financial Group Inc. 0.2%
Value ($000) $2 Shares 29,537 Est. Cost $64.86 Unrealized +23.7%
SLVM Sylvamo Corporation 0.2%
Value ($000) $2 Shares 36,275 Est. Cost $65.42 Unrealized +7.4%
LEMB iShares Emerging Markets Local Currency Bond ETF 0.2%
Value ($000) $2 Shares 63,647 Est. Cost $2.87 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $2 Shares 16,384 Est. Cost $128.75 Unrealized +29.4%
GIS General Mills Inc 0.1%
Value ($000) $2 Shares 39,367 Est. Cost $58.65 Unrealized -1.2%
TotalEnergies SE 0.1%
Value ($000) $2 Shares 36,182 Est. Cost $38.49 Unrealized
SYF Synchrony Financial 0.1%
Value ($000) $2 Shares 44,042 Est. Cost $41.94 Unrealized +45.2%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $2 Shares 38,225 Est. Cost $56.44 Unrealized -1.7%
BG Bunge Ltd. 0.1%
Value ($000) $2 Shares 30,058 Est. Cost $92.39 Unrealized -21.3%
COR Cencora, Inc. 0.1%
Value ($000) $2 Shares 8,210 Est. Cost $107.68 Unrealized +131.8%
HD Home Depot Inc 0.1%
Value ($000) $2 Shares 6,217 Est. Cost $237.40 Unrealized +60.4%
LEN Lennar Corp Cl A 0.1%
Value ($000) $2 Shares 19,568 Est. Cost $87.48 Unrealized +40.7%
AIG American Intl Group Inc 0.1%
Value ($000) $2 Shares 25,156 Est. Cost $58.88 Unrealized +29.4%
HMC Honda Motor Co Adr 0.1%
Value ($000) $2 Shares 80,127 Est. Cost $0.03 Unrealized
FMB First Trust Managed Municipal ETF 0.1%
Value ($000) $2 Shares 42,663 Est. Cost $46.20 Unrealized
TMHC Taylor Morrison Home Corporation 0.1%
Value ($000) $2 Shares 35,571 Est. Cost $52.42 Unrealized +18.8%
NVS Novartis A G Spon Adr 0.1%
Value ($000) $2 Shares 18,939 Est. Cost $14.21 Unrealized
Discover Financial Services 0.1%
Value ($000) $2 Shares 12,230 Est. Cost $56.65 Unrealized
TJX TJX Cos Inc 0.1%
Value ($000) $2 Shares 17,106 Est. Cost $34.91 Unrealized +244.0%
CNM Core & Main, Inc. 0.1%
Value ($000) $2 Shares 41,239 Est. Cost $50.80 Unrealized +2.0%
SFM Sprouts Farmers Market 0.1%
Value ($000) $2 Shares 12,806 Est. Cost $25.31 Unrealized +489.1%
EEM iShares MSCI Emerging Markets Index ETF 0.1%
Value ($000) $2 Shares 44,369 Est. Cost $5.56 Unrealized
CI CIGNA Corp 0.1%
Value ($000) $2 Shares 5,865 Est. Cost $282.61 Unrealized +4.6%
LH Lab Cp Of Amer Hldg New 0.1%
Value ($000) $2 Shares 8,280 Est. Cost $217.64 Unrealized +10.4%
KLAC K L A Tencor Corp 0.1%
Value ($000) $2 Shares 2,834 Est. Cost $584.50 Unrealized +22.3%
WSM Williams Sonoma 0.1%
Value ($000) $2 Shares 12,048 Est. Cost $102.76 Unrealized +85.7%
MCD McDonald's Corp. 0.1%
Value ($000) $2 Shares 6,083 Est. Cost $85.49 Unrealized +242.6%
KMI Kinder Morgan, Inc. 0.1%
Value ($000) $2 Shares 66,101 Est. Cost $13.18 Unrealized +102.6%
RF Regions Financial Cp New 0.1%
Value ($000) $2 Shares 86,320 Est. Cost $18.47 Unrealized +21.3%
AZO AutoZone Inc 0.1%
Value ($000) $2 Shares 492 Est. Cost $1754.53 Unrealized +96.7%
SHEL Shell plc 0.1%
Value ($000) $2 Shares 25,273 Est. Cost $48.66 Unrealized
PATK Patrick Industries Inc. 0.1%
Value ($000) $2 Shares 21,677 Est. Cost $62.87 Unrealized +40.9%
TPR Tapestry Inc 0.1%
Value ($000) $2 Shares 24,823 Est. Cost $40.21 Unrealized +85.4%
GOOGL Alphabet Inc Class A 0.1%
Value ($000) $2 Shares 11,292 Est. Cost $122.97 Unrealized +46.9%
MCHP Microchip Technology Inc 0.1%
Value ($000) $2 Shares 35,741 Est. Cost $72.11 Unrealized -24.9%
BDX Becton Dickinson & Co 0.1%
Value ($000) $2 Shares 7,477 Est. Cost $86.56 Unrealized +162.7%
ADP Automatic Data Processing, Inc. 0.1%
Value ($000) $2 Shares 5,497 Est. Cost $158.07 Unrealized +86.9%
CVS C V S Caremark Corp. 0.1%
Value ($000) $2 Shares 24,367 Est. Cost $65.95 Unrealized -12.1%
PBR Petroleo Brasileiro 0.1%
Value ($000) $2 Shares 114,846 Est. Cost $13.80 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $2 Shares 14,656 Est. Cost $82.82 Unrealized +21.4%
BYD Boyd Gaming Corp 0.1%
Value ($000) $2 Shares 24,926 Est. Cost $72.70 Unrealized 0.0%
PSMT PriceSmart, Inc. 0.1%
Value ($000) $2 Shares 18,212 Est. Cost $84.44 Unrealized +4.0%
EHC Encompass Health Corp 0.1%
Value ($000) $2 Shares 15,639 Est. Cost $46.32 Unrealized +109.4%
HON Honeywell International 0.1%
Value ($000) $2 Shares 7,425 Est. Cost $69.48 Unrealized +185.6%
SU Suncor Energy Inc 0.1%
Value ($000) $2 Shares 40,108 Est. Cost $37.40 Unrealized +0.1%
EXC Exelon Corporation 0.1%
Value ($000) $2 Shares 33,244 Est. Cost $21.60 Unrealized +87.5%
Berry Plastics Group Inc 0.1%
Value ($000) $2 Shares 21,932 Est. Cost $0.06 Unrealized
HALO Halozyme Therapeutics, Inc. 0.1%
Value ($000) $2 Shares 23,906 Est. Cost $54.15 Unrealized +7.3%
NVDA Nvidia Corp 0.1%
Value ($000) $2 Shares 13,967 Est. Cost $105.75 Unrealized +19.8%
MS Morgan Stanley 0.1%
Value ($000) $2 Shares 12,908 Est. Cost $62.33 Unrealized +102.0%
EXPD Expeditors International of Washington Inc. 0.1%
Value ($000) $1 Shares 12,441 Est. Cost $112.35 Unrealized +1.2%
CNR Core Natural Resources Inc 0.1%
Value ($000) $1 Shares 19,286 Est. Cost $84.05 Unrealized 0.0%
RGA Reinsurance Group of America 0.1%
Value ($000) $1 Shares 7,545 Est. Cost $141.68 Unrealized +46.3%
EG Everest Group Ltd 0.1%
Value ($000) $1 Shares 4,066 Est. Cost $308.51 Unrealized +13.4%
MAS Masco Corporation 0.1%
Value ($000) $1 Shares 21,225 Est. Cost $61.71 Unrealized +19.3%
ADM Archer-Daniels-Midland Co. 0.1%
Value ($000) $1 Shares 29,650 Est. Cost $52.84 Unrealized -11.4%
RTX Raytheon Technologies Co 0.1%
Value ($000) $1 Shares 10,581 Est. Cost $69.03 Unrealized +80.7%
CEG Constellation Energy Co 0.1%
Value ($000) $1 Shares 6,914 Est. Cost $47.25 Unrealized +464.3%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $1 Shares 18,337 Est. Cost $55.95 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $1 Shares 13,013 Est. Cost $71.64 Unrealized +35.1%
CB Chubb Ltd 0.1%
Value ($000) $1 Shares 4,460 Est. Cost $109.44 Unrealized +152.4%
VWO Vanguard Emerging Markets Stock ETF 0.1%
Value ($000) $1 Shares 29,643 Est. Cost $6.64 Unrealized
ETN Eaton Corporation plc 0.1%
Value ($000) $1 Shares 4,891 Est. Cost $71.70 Unrealized +330.3%
SPHY SPDR Portfolio High Yield Bond ETF 0.1%
Value ($000) $1 Shares 55,921 Est. Cost $4.09 Unrealized
ETR Entergy Corp New 0.1%
Value ($000) $1 Shares 14,970 Est. Cost $46.41 Unrealized +73.3%
LMT Lockheed Martin Corp 0.1%
Value ($000) $1 Shares 2,801 Est. Cost $405.63 Unrealized +10.5%
DE Deere & Co 0.1%
Value ($000) $1 Shares 2,641 Est. Cost $345.62 Unrealized +33.5%
TD Toronto-Dominion Bank 0.1%
Value ($000) $1 Shares 19,936 Est. Cost $46.92 Unrealized +24.1%
ORI Old Republic International Corporation 0.1%
Value ($000) $1 Shares 30,396 Est. Cost $24.63 Unrealized +36.8%
CAG ConAgra Brands, Inc. 0.1%
Value ($000) $1 Shares 42,872 Est. Cost $31.64 Unrealized -22.9%
CBT Cabot Corporation 0.1%
Value ($000) $1 Shares 13,689 Est. Cost $35.69 Unrealized +136.3%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $1 Shares 2,127 Est. Cost $398.18 Unrealized +22.1%
CF CF Industries Holdings, Inc. 0.1%
Value ($000) $1 Shares 14,189 Est. Cost $85.97 Unrealized -4.4%
CNQ Canadian Natural Resources Limited 0.1%
Value ($000) $1 Shares 35,989 Est. Cost $28.95 Unrealized +2.1%
NRG NRG Energy, Inc 0.1%
Value ($000) $1 Shares 11,532 Est. Cost $74.69 Unrealized +34.0%
TSN Tyson Foods Inc 0.1%
Value ($000) $1 Shares 17,217 Est. Cost $65.41 Unrealized -13.0%
PGR Progressive Corp. 0.1%
Value ($000) $1 Shares 3,776 Est. Cost $57.67 Unrealized +325.4%
EFAV iShares MSCI EAFE Min Volatility ETF 0.1%
Value ($000) $1 Shares 13,558 Est. Cost $37.75 Unrealized
ASO Academy Sports and Outdoors, Inc. 0.1%
Value ($000) $1 Shares 23,080 Est. Cost $49.23 Unrealized +3.2%
CSX CSX Corp. 0.1%
Value ($000) $1 Shares 35,559 Est. Cost $33.82 Unrealized -7.4%
VRSN VeriSign, Inc. 0.1%
Value ($000) $1 Shares 4,109 Est. Cost $225.24 Unrealized 0.0%
ARW Arrow Electronics, Inc. 0.1%
Value ($000) $1 Shares 9,942 Est. Cost $116.89 Unrealized -5.6%
LRCX LAM Research Corporation 0.1%
Value ($000) $1 Shares 14,058 Est. Cost $75.22 Unrealized +3.8%
SANM Sanmina-SCI Corp 0.1%
Value ($000) $1 Shares 13,054 Est. Cost $81.23 Unrealized 0.0%
VTV Vanguard Value ETF 0.1%
Value ($000) $1 Shares 5,674 Est. Cost $91.02 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $1 Shares 3,787 Est. Cost $81.38 Unrealized +208.0%
RRC Range Resources Corporation 0.1%
Value ($000) $1 Shares 22,555 Est. Cost $29.77 Unrealized +29.2%
PEP PepsiCo Incorporated 0.1%
Value ($000) $1 Shares 5,994 Est. Cost $61.69 Unrealized +132.6%
PXF Invesco FTSE RAFI Dev Mkts ex-US ETF 0.1%
Value ($000) $1 Shares 16,851 Est. Cost $28.88 Unrealized
CHRD Chord Energy Corporation 0.1%
Value ($000) $1 Shares 7,753 Est. Cost $144.97 Unrealized -25.5%
VSH Vishay Intertechnology Inc. 0.1%
Value ($000) $1 Shares 54,275 Est. Cost $19.14 Unrealized -12.7%
DFAE Dimensional Emerging Core Equity Market ETF 0.1%
Value ($000) $1 Shares 32,738 Est. Cost $0.02 Unrealized
CTRA Coterra Energy Inc. 0.1%
Value ($000) $1 Shares 29,326 Est. Cost $24.48 Unrealized +10.3%
Interpublic Group of Companies 0.1%
Value ($000) $1 Shares 31,130 Est. Cost $18.15 Unrealized +46.0%
GOVT iShares Trust - U.S. Treasury Bond ETF 0.1%
Value ($000) $1 Shares 36,737 Est. Cost $0.02 Unrealized
GSK GlaxoSmithKline plc 0.1%
Value ($000) $1 Shares 21,630 Est. Cost $0.04 Unrealized
FANG Diamondback Energy, Inc. 0.1%
Value ($000) $1 Shares 5,228 Est. Cost $132.88 Unrealized +18.2%
GDXJ VanEck Vectors Junior Gold Miners ETF 0.1%
Value ($000) $1 Shares 14,095 Est. Cost $0.04 Unrealized
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $1 Shares 2,920 Est. Cost $113.01 Unrealized
BAC Bank of America Corp 0.0%
Value ($000) $1 Shares 18,801 Est. Cost $30.45 Unrealized +43.2%
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $1 Shares 51,587 Est. Cost $10.83 Unrealized +43.5%
DOLE Dole plc 0.0%
Value ($000) $1 Shares 53,488 Est. Cost $12.78 Unrealized +6.9%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $1 Shares 1,541 Est. Cost $496.20 Unrealized +11.4%
EA Electronic Arts Inc. 0.0%
Value ($000) $1 Shares 5,225 Est. Cost $123.50 Unrealized +8.9%
SMLF iShares Edge MSCI Mltfct USA SmCp ETF 0.0%
Value ($000) $1 Shares 12,094 Est. Cost $38.77 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $1 Shares 16,184 Est. Cost $35.78 Unrealized +21.6%
DoubleLine Income Solutions Fund 0.0%
Value ($000) $1 Shares 58,743 Est. Cost $12.27 Unrealized
OTTR Otter Tail Corporation 0.0%
Value ($000) $1 Shares 9,198 Est. Cost $58.69 Unrealized +31.0%
LLY Eli Lilly & Company 0.0%
Value ($000) $1 Shares 890 Est. Cost $596.27 Unrealized +38.6%
IDCC Interdigital Comm Corp 0.0%
Value ($000) $1 Shares 3,523 Est. Cost $112.42 Unrealized +79.1%
USB US Bancorp 0.0%
Value ($000) $1 Shares 17,013 Est. Cost $34.13 Unrealized +29.5%
SCHE Schwab Emerging Mkts Equity ETF 0.0%
Value ($000) $1 Shares 26,005 Est. Cost $22.42 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $1 Shares 1,269 Est. Cost $253.11 Unrealized
CMS CMS Energy Corp 0.0%
Value ($000) $1 Shares 9,226 Est. Cost $21.18 Unrealized +221.2%
BP BP PLC Adr 0.0%
Value ($000) $1 Shares 20,275 Est. Cost $0.04 Unrealized
KBH KB Home 0.0%
Value ($000) $1 Shares 11,738 Est. Cost $62.51 Unrealized 0.0%
MLPX Global X MLP & Energy Infrastructure ETF 0.0%
Value ($000) $1 Shares 10,441 Est. Cost $24.50 Unrealized
MMM 3M Company 0.0%
Value ($000) $1 Shares 4,491 Est. Cost $70.68 Unrealized +104.6%
BAH Booz Allen Hamilton Holdings Corporation 0.0%
Value ($000) $1 Shares 6,286 Est. Cost $68.81 Unrealized +70.5%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $1 Shares 3,378 Est. Cost $77.08 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $1 Shares 1,265 Est. Cost $175.09 Unrealized
AMZN Amazon.com Inc. 0.0%
Value ($000) $1 Shares 3,372 Est. Cost $147.61 Unrealized +47.0%
HYD VanEck Vectors High-Yield Muni ETF 0.0%
Value ($000) $1 Shares 12,545 Est. Cost $55.40 Unrealized
THC Tenet Healthcare Corp 0.0%
Value ($000) $1 Shares 4,708 Est. Cost $101.94 Unrealized +29.2%
TFC Truist Financial Corp 0.0%
Value ($000) $1 Shares 15,328 Est. Cost $37.88 Unrealized +12.7%
EVR Evercore Partners Inc. 0.0%
Value ($000) $1 Shares 3,067 Est. Cost $134.78 Unrealized +82.8%
FITB Fifth Third Bancorp 0.0%
Value ($000) $1 Shares 15,581 Est. Cost $19.93 Unrealized +104.2%
SYK Stryker Corp 0.0%
Value ($000) $1 Shares 1,617 Est. Cost $332.48 Unrealized +13.4%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $1 Shares 3,055 Est. Cost $227.31 Unrealized -7.8%
FISV Fiserv, Inc. 0.0%
Value ($000) $1 Shares 2,625 Est. Cost $113.75 Unrealized +92.5%
SM SM Energy Company 0.0%
Value ($000) $1 Shares 18,560 Est. Cost $37.36 Unrealized -7.6%
SSNC SS&C Technologies Holdings, Inc. 0.0%
Value ($000) $1 Shares 6,640 Est. Cost $59.47 Unrealized +39.2%
CROX Crocs Inc 0.0%
Value ($000) $1 Shares 5,170 Est. Cost $110.07 Unrealized -5.8%
MA Mastercard Incorporated 0.0%
Value ($000) $1 Shares 986 Est. Cost $342.73 Unrealized +58.1%
ABT Abbott Laboratories 0.0%
Value ($000) $1 Shares 4,071 Est. Cost $70.37 Unrealized +78.3%
LKQ LKQ Corp. 0.0%
Value ($000) $1 Shares 12,536 Est. Cost $47.56 Unrealized -19.3%
CINF Cincinnati Financial Cp 0.0%
Value ($000) $1 Shares 3,546 Est. Cost $71.17 Unrealized +93.4%
AMKR Amkor Technology Inc 0.0%
Value ($000) $1 Shares 28,986 Est. Cost $22.46 Unrealized -0.8%
SCHB Schwab US Broad Mkt ETF 0.0%
Value ($000) $1 Shares 24,189 Est. Cost $22.09 Unrealized
SPG Simon Ppty Group New 0.0%
Value ($000) $1 Shares 3,128 Est. Cost $98.29 Unrealized +69.8%
HAS Hasbro Inc 0.0%
Value ($000) $1 Shares 8,138 Est. Cost $53.82 Unrealized +8.5%
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $0 Shares 12,318 Est. Cost $22.92 Unrealized
UHS Universal Health Services Inc. 0.0%
Value ($000) $0 Shares 2,638 Est. Cost $146.22 Unrealized +24.3%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $0 Shares 10,556 Est. Cost $0.03 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $0 Shares 3,392 Est. Cost $84.78 Unrealized +53.1%
Juniper Networks Inc 0.0%
Value ($000) $0 Shares 13,298 Est. Cost $20.22 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $0 Shares 4,336 Est. Cost $84.44 Unrealized +12.8%
CHTR Charter Communications 0.0%
Value ($000) $0 Shares 1,277 Est. Cost $366.38 Unrealized -2.4%
PSX Phillips 66 0.0%
Value ($000) $0 Shares 3,792 Est. Cost $70.61 Unrealized +68.9%
TAP Molson Coors Brewing Clb 0.0%
Value ($000) $0 Shares 7,490 Est. Cost $55.69 Unrealized 0.0%
AXP American Express Company 0.0%
Value ($000) $0 Shares 1,687 Est. Cost $163.77 Unrealized +78.6%
FDX FedEx Corp. 0.0%
Value ($000) $0 Shares 1,854 Est. Cost $237.91 Unrealized +6.6%
MUSA Murphy USA, Inc 0.0%
Value ($000) $0 Shares 955 Est. Cost $256.65 Unrealized +84.1%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $0 Shares 4,210 Est. Cost $82.72 Unrealized
OXM Oxford Industries, Inc. 0.0%
Value ($000) $0 Shares 7,505 Est. Cost $98.86 Unrealized -27.3%
ANDE The Andersons Inc. 0.0%
Value ($000) $0 Shares 10,205 Est. Cost $38.03 Unrealized +9.7%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $0 Shares 3,540 Est. Cost $93.00 Unrealized
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0%
Value ($000) $0 Shares 3,648 Est. Cost $65.49 Unrealized
SJM J M Smuckers Co 0.0%
Value ($000) $0 Shares 3,522 Est. Cost $111.83 Unrealized -6.7%
COST Costco Whsl Corp New 0.0%
Value ($000) $0 Shares 441 Est. Cost $446.94 Unrealized +117.2%
JHG Janus Henderson Group 0.0%
Value ($000) $0 Shares 11,458 Est. Cost $37.81 Unrealized +9.0%
EXR Extra Space Storage Inc. 0.0%
Value ($000) $0 Shares 2,779 Est. Cost $121.22 Unrealized +19.8%
CARR Carrier Global Corp 0.0%
Value ($000) $0 Shares 6,396 Est. Cost $17.48 Unrealized +276.3%
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 46,288 Est. Cost $9.11 Unrealized +10.0%
JPLD JPMorgan Limited Duration Bond ETF 0.0%
Value ($000) $0 Shares 7,730 Est. Cost $0.05 Unrealized
MDU MDU Resources Group, Inc. 0.0%
Value ($000) $0 Shares 23,770 Est. Cost $9.27 Unrealized +80.8%
F Ford Motor Company 0.0%
Value ($000) $0 Shares 39,906 Est. Cost $11.19 Unrealized -17.4%
BPOP Popular Inc 0.0%
Value ($000) $0 Shares 4,316 Est. Cost $62.78 Unrealized +51.1%
KO Coca Cola Company 0.0%
Value ($000) $0 Shares 5,367 Est. Cost $51.09 Unrealized +27.2%
Kellogg Company 0.0%
Value ($000) $0 Shares 4,641 Est. Cost $57.31 Unrealized +39.6%
SAIC Science Applications International Corp 0.0%
Value ($000) $0 Shares 3,408 Est. Cost $121.88 Unrealized -11.4%
OGN Organon & Co. Common Stock 0.0%
Value ($000) $0 Shares 25,345 Est. Cost $25.70 Unrealized -41.2%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $0 Shares 6,399 Est. Cost $36.56 Unrealized
HCC Warrior Met Coal, Inc. 0.0%
Value ($000) $0 Shares 7,821 Est. Cost $51.06 Unrealized 0.0%
ELV Elevance Health Inc. 0.0%
Value ($000) $0 Shares 856 Est. Cost $192.39 Unrealized +104.9%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $0 Shares 4,037 Est. Cost $103.98 Unrealized -3.3%
DOV Dover Corporation 0.0%
Value ($000) $0 Shares 2,113 Est. Cost $104.67 Unrealized +81.8%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $0 Shares 3,586 Est. Cost $48.04 Unrealized +100.2%
MLN VanEck Long Muni ETF 0.0%
Value ($000) $0 Shares 21,172 Est. Cost $0.02 Unrealized
QQQ Invesco QQQ ETF 0.0%
Value ($000) $0 Shares 771 Est. Cost $0.42 Unrealized
NTR Nutrien Ltd. 0.0%
Value ($000) $0 Shares 7,267 Est. Cost $80.58 Unrealized -37.8%
HRMY Harmony Biosciences Holdings Inc 0.0%
Value ($000) $0 Shares 10,559 Est. Cost $35.85 Unrealized 0.0%
IJR iShares S&P Small-Cap ETF 0.0%
Value ($000) $0 Shares 3,295 Est. Cost $83.90 Unrealized
STT State Street Corp 0.0%
Value ($000) $0 Shares 3,697 Est. Cost $71.58 Unrealized +29.6%
SPMB SPDR Portfolio Mortgage Backed Bond ETF 0.0%
Value ($000) $0 Shares 14,874 Est. Cost $13.29 Unrealized
AVGE Avantis All Equity Markets ETF 0.0%
Value ($000) $0 Shares 4,591 Est. Cost $0.07 Unrealized
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $0 Shares 3,530 Est. Cost $57.05 Unrealized +82.9%
DIS Disney Walt Hldg Co 0.0%
Value ($000) $0 Shares 3,287 Est. Cost $74.06 Unrealized +43.5%
ACI Albertsons Companies, Inc. 0.0%
Value ($000) $0 Shares 14,604 Est. Cost $19.97 Unrealized 0.0%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $0 Shares 1,040 Est. Cost $171.41 Unrealized
PH Parker-Hannifin Corporation 0.0%
Value ($000) $0 Shares 523 Est. Cost $282.66 Unrealized +129.5%
DFAU Dimensional US Core Equity Market ETF 0.0%
Value ($000) $0 Shares 8,239 Est. Cost $0.04 Unrealized
BC Brunswick Corporation 0.0%
Value ($000) $0 Shares 5,759 Est. Cost $77.27 Unrealized -20.9%
STX Seagate Technology PLC F 0.0%
Value ($000) $0 Shares 3,615 Est. Cost $77.73 Unrealized +19.4%
C Citigroup Inc 0.0%
Value ($000) $0 Shares 4,272 Est. Cost $41.35 Unrealized +80.3%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $0 Shares 835 Est. Cost $0.25 Unrealized
PEG Pub Svc Enterprise Group 0.0%
Value ($000) $0 Shares 3,607 Est. Cost $57.30 Unrealized +41.3%
GEN NortonLifeLock Inc. 0.0%
Value ($000) $0 Shares 11,139 Est. Cost $22.66 Unrealized +19.1%
LAMR Lamar Advertising Co A 0.0%
Value ($000) $0 Shares 2,571 Est. Cost $93.33 Unrealized
IRM Iron Mountain Incorporated 0.0%
Value ($000) $0 Shares 3,375 Est. Cost $37.68 Unrealized +147.2%
RSG Republic Services, Inc 0.0%
Value ($000) $0 Shares 1,198 Est. Cost $151.31 Unrealized +46.6%
CNI Canadian Natl RR Co. 0.0%
Value ($000) $0 Shares 2,970 Est. Cost $59.25 Unrealized +67.7%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $0 Shares 5,349 Est. Cost $54.16 Unrealized
CIVI Civitas Resources, Inc. 0.0%
Value ($000) $0 Shares 8,274 Est. Cost $53.44 Unrealized -22.1%
TSM Taiwan Semiconductor Manufacturing Co. 0.0%
Value ($000) $0 Shares 1,732 Est. Cost $0.14 Unrealized
GWW W.W. Grainger, Inc. 0.0%
Value ($000) $0 Shares 291 Est. Cost $756.34 Unrealized +35.6%
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $0 Shares 10,084 Est. Cost $14.61 Unrealized
FNDB Schwab Fundamental US Broad Mkt ETF 0.0%
Value ($000) $0 Shares 12,125 Est. Cost $0.04 Unrealized
TGNA TEGNA, Inc. 0.0%
Value ($000) $0 Shares 15,276 Est. Cost $16.81 Unrealized +7.6%
GNMA iShares GNMA Bond ETF 0.0%
Value ($000) $0 Shares 6,272 Est. Cost $0.04 Unrealized
LOGI Logitech International S.A. 0.0%
Value ($000) $0 Shares 3,199 Est. Cost $92.76 Unrealized 0.0%
CSL Carlisle Companies Inc 0.0%
Value ($000) $0 Shares 793 Est. Cost $353.77 Unrealized 0.0%
DFEM Dimensional Emerging Markets 0.0%
Value ($000) $0 Shares 9,878 Est. Cost $0.02 Unrealized
CCS Century Communities, Inc 0.0%
Value ($000) $0 Shares 3,895 Est. Cost $67.62 Unrealized +5.2%
OEF iShares S&P 100 ETF 0.0%
Value ($000) $0 Shares 943 Est. Cost $0.28 Unrealized
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $0 Shares 10,837 Est. Cost $0.04 Unrealized
SHYD VanEck Short High Yield Muni ETF 0.0%
Value ($000) $0 Shares 11,191 Est. Cost $0.02 Unrealized
AEP American Electric Power Co., Inc 0.0%
Value ($000) $0 Shares 2,285 Est. Cost $71.72 Unrealized +37.2%
PM Philip Morris International Inc 0.0%
Value ($000) $0 Shares 1,569 Est. Cost $136.99 Unrealized 0.0%
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value ($000) $0 Shares 8,869 Est. Cost $0.03 Unrealized
RVNU Xtrackers Muni Infra Rev Bond ETF 0.0%
Value ($000) $0 Shares 9,829 Est. Cost $0.02 Unrealized
SCHO Schwab Short-Term U.S. Treasury ETF 0.0%
Value ($000) $0 Shares 9,753 Est. Cost $0.03 Unrealized
PBH Prestige Brands Holdings, Inc. 0.0%
Value ($000) $0 Shares 2,733 Est. Cost $59.38 Unrealized +38.1%
IWS iShares Russell Mid-cap Value ETF 0.0%
Value ($000) $0 Shares 1,856 Est. Cost $115.03 Unrealized
PNC PNC Financial Services 0.0%
Value ($000) $0 Shares 1,328 Est. Cost $144.33 Unrealized +27.0%
IP International Paper Co 0.0%
Value ($000) $0 Shares 4,314 Est. Cost $33.61 Unrealized +56.9%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $0 Shares 4,360 Est. Cost $0.05 Unrealized
VST Vistra Corp. 0.0%
Value ($000) $0 Shares 1,867 Est. Cost $25.35 Unrealized +486.2%
VRTX Vertex Pharmaceuticals Inc. 0.0%
Value ($000) $0 Shares 451 Est. Cost $466.00 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
NEM Newmont Mining Corp 0.0%
Value ($000) $0 Shares 4,488 Est. Cost $43.26 Unrealized 0.0%
WFC Wells Fargo & Company 0.0%
Value ($000) $0 Shares 2,962 Est. Cost $54.85 Unrealized +34.4%
IAU iShares Gold Trust ETF 0.0%
Value ($000) $0 Shares 3,565 Est. Cost $0.06 Unrealized
STNG Scorpio Tankers, Inc. 0.0%
Value ($000) $0 Shares 5,498 Est. Cost $0.07 Unrealized
TT Trane Technologies plc 0.0%
Value ($000) $0 Shares 613 Est. Cost $267.07 Unrealized +34.4%
HYMB SPDR Nuveen S&P High Yield Muni Bond ETF 0.0%
Value ($000) $0 Shares 8,121 Est. Cost $0.03 Unrealized
GLD SPDR Gold Shares 0.0%
Value ($000) $0 Shares 704 Est. Cost $0.29 Unrealized
EQNR Equinor ASA 0.0%
Value ($000) $0 Shares 7,618 Est. Cost $0.03 Unrealized
SPRY ARS Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 14,780 Est. Cost $12.03 Unrealized 0.0%
M Macys, Inc 0.0%
Value ($000) $0 Shares 14,158 Est. Cost $15.93 Unrealized -8.9%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $0 Shares 13,738 Est. Cost $14.19 Unrealized
SSP The E.W. Scripps Company 0.0%
Value ($000) $0 Shares 34,000 Est. Cost $1.74 Unrealized -5.2%
KOS Kosmos Energy Ltd 0.0%
Value ($000) $0 Shares 10,350 Est. Cost $6.01 Unrealized -50.9%