FOSTER & MOTLEY INC Diversified Active

Location: Cincinnati, OH

CIK: 0001163902 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 15, 2026

Total Value: $1.875B

Holdings (387)

FNDF Schwab Fundamental Intl Lg Co ETF 6.0%
Value $113M Shares 2,491,559 Est. Cost $30.24 Unrealized
JMBS Janus Henderson Mortgage-Backed ETF 4.4%
Value $82.67M Shares 1,809,457 Est. Cost $45.34 Unrealized
SCHF Schwab International Equity ETF 4.0%
Value $74.5M Shares 3,098,986 Est. Cost $24.21 Unrealized
AAPL Apple Computer Inc 3.6%
Value $67.02M Shares 246,531 Est. Cost $98.64 Unrealized +172.0%
RODM Hartford Multifactor Developed Markets ETF 2.6%
Value $48.78M Shares 1,319,339 Est. Cost $26.49 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.4%
Value $45.59M Shares 1,264,195 Est. Cost $24.79 Unrealized
EYLD Cambria Emerging Shareholder Yield ETF 2.2%
Value $41.34M Shares 1,078,407 Est. Cost $31.58 Unrealized
AVEM Avantis Emerging Markets Equity ETF 2.2%
Value $41.07M Shares 533,244 Est. Cost $53.35 Unrealized
MSFT Microsoft Corp 1.9%
Value $36.17M Shares 74,800 Est. Cost $136.96 Unrealized +265.5%
GOOG Alphabet Inc Class C 1.8%
Value $34.63M Shares 110,344 Est. Cost $120.75 Unrealized +137.1%
SCHR Schwab Intermediate-Term U.S. Trsy ETF 1.5%
Value $28.15M Shares 1,122,315 Est. Cost $38.37 Unrealized
JAAA Janus Henderson AAA CLO ETF 1.5%
Value $28.06M Shares 554,696 Est. Cost $50.72 Unrealized
VNQ Vanguard Reit Index ETF 1.4%
Value $25.45M Shares 287,636 Est. Cost $80.79 Unrealized
SCHP Schwab US TIPS ETF 1.3%
Value $23.94M Shares 903,600 Est. Cost $38.33 Unrealized
AVDE Avantis International Equity ETF 1.3%
Value $23.72M Shares 288,093 Est. Cost $82.32 Unrealized
TPYP Tortoise North American Pipeline Fund 1.2%
Value $22.98M Shares 651,036 Est. Cost $35.72 Unrealized
BND Vanguard Total Bond Market ETF 1.2%
Value $21.95M Shares 296,362 Est. Cost $76.08 Unrealized
SCHH Schwab U.S. REIT ETF 1.1%
Value $20.17M Shares 965,695 Est. Cost $30.07 Unrealized
SPY SPDR S&P 500 ETF 0.9%
Value $17.3M Shares 25,362 Est. Cost $573.72 Unrealized
JPM J P Morgan Chase & Co. 0.9%
Value $16.74M Shares 51,943 Est. Cost $70.25 Unrealized +340.6%
VTEB Vanguard Tax-Exempt Bond Index ETF 0.8%
Value $15.7M Shares 312,165 Est. Cost $51.67 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.8%
Value $15.14M Shares 480,550 Est. Cost $31.05 Unrealized
META Meta Platforms, Inc. 0.8%
Value $14.72M Shares 22,306 Est. Cost $255.47 Unrealized +161.2%
LRGF iShares Edge MSCI Multifactor USA ETF 0.8%
Value $14.68M Shares 211,452 Est. Cost $34.52 Unrealized
INTF iShares Edge MSCI Multifactor Intl ETF 0.8%
Value $14.64M Shares 387,792 Est. Cost $24.33 Unrealized
KR Kroger Company 0.7%
Value $14.04M Shares 224,765 Est. Cost $28.23 Unrealized +131.0%
HIG Hartford Financial Services 0.7%
Value $13.93M Shares 101,090 Est. Cost $52.18 Unrealized +152.1%
HCA HCA Holdings, Inc. 0.7%
Value $13.88M Shares 29,731 Est. Cost $150.84 Unrealized +207.4%
JBL Jabil Circuit Inc. 0.7%
Value $13.53M Shares 59,314 Est. Cost $81.33 Unrealized +162.3%
FOXA Twenty-First Century Fox, Inc. Cl A 0.7%
Value $13.23M Shares 181,013 Est. Cost $33.54 Unrealized +94.8%
CSCO Cisco Systems Inc 0.7%
Value $12.98M Shares 168,552 Est. Cost $26.77 Unrealized +175.6%
ABBV AbbVie Inc. 0.7%
Value $12.79M Shares 55,989 Est. Cost $62.77 Unrealized +262.5%
TNL Travel & Leisure Co. 0.7%
Value $12.36M Shares 175,279 Est. Cost $50.99 Unrealized +27.7%
CMI Cummins Inc 0.6%
Value $11.56M Shares 22,645 Est. Cost $134.89 Unrealized +245.7%
ORCL Oracle Corporation 0.6%
Value $11.35M Shares 58,214 Est. Cost $32.98 Unrealized +621.7%
MCK McKesson HBOC Inc 0.6%
Value $11.28M Shares 13,753 Est. Cost $157.93 Unrealized +416.4%
AMGN Amgen Incorporated 0.6%
Value $10.98M Shares 33,548 Est. Cost $108.21 Unrealized +192.0%
SRVR Pacer Benchmark Data & Infrastructure Real Estate ETF 0.6%
Value $10.68M Shares 372,918 Est. Cost $33.74 Unrealized
GM General Motors Company 0.6%
Value $10.38M Shares 127,697 Est. Cost $48.52 Unrealized +45.1%
MFC Manulife Financial Corporation 0.5%
Value $9.903M Shares 272,962 Est. Cost $18.67 Unrealized +81.8%
MBB iShares MBS Bond ETF 0.5%
Value $9.843M Shares 103,372 Est. Cost $97.02 Unrealized
JNJ Johnson & Johnson 0.5%
Value $9.781M Shares 47,262 Est. Cost $90.57 Unrealized +117.5%
IBM Intl Business Machines 0.5%
Value $9.66M Shares 32,614 Est. Cost $119.94 Unrealized +149.1%
AMP Ameriprise Financial, Inc. 0.5%
Value $9.588M Shares 19,553 Est. Cost $194.71 Unrealized +143.3%
UNM Unum Group 0.5%
Value $9.554M Shares 123,275 Est. Cost $41.09 Unrealized +86.1%
PG Procter & Gamble 0.5%
Value $9.53M Shares 66,497 Est. Cost $106.36 Unrealized +38.4%
NXST Nexstar Media Group 0.5%
Value $9.528M Shares 46,923 Est. Cost $128.67 Unrealized +49.9%
EMB iShares JPMorgan USD Emerg Markets Bond ETF 0.5%
Value $9.454M Shares 98,188 Est. Cost $100.22 Unrealized
IWD iShares Russell 1000 Value ETF 0.5%
Value $9.397M Shares 44,676 Est. Cost $192.49 Unrealized
AFL AFLAC Inc 0.5%
Value $9.328M Shares 84,589 Est. Cost $48.26 Unrealized +127.6%
LEMB iShares Emerging Markets Local Currency Bond ETF 0.5%
Value $9.248M Shares 222,468 Est. Cost $39.54 Unrealized
SPIB SPDR Barclays Cap Interm Term Corp Bond ETF 0.5%
Value $9.236M Shares 273,163 Est. Cost $34.60 Unrealized
AVUV Avantis US Small Cap Value ETF 0.5%
Value $9.089M Shares 89,123 Est. Cost $87.78 Unrealized
CAT Caterpillar Inc 0.5%
Value $8.895M Shares 15,527 Est. Cost $179.06 Unrealized +210.2%
OMC Omnicom Group Inc 0.5%
Value $8.581M Shares 106,263 Est. Cost $69.03 Unrealized +9.7%
V Visa, Inc. 0.5%
Value $8.523M Shares 24,304 Est. Cost $298.01 Unrealized +14.2%
EQH Equitable Holdings, Inc. 0.5%
Value $8.451M Shares 177,366 Est. Cost $23.74 Unrealized +99.0%
MTG MGIC Investment Corp 0.4%
Value $8.404M Shares 287,597 Est. Cost $18.00 Unrealized +56.0%
TM Toyota Motor Corporation 0.4%
Value $8.264M Shares 38,604 Est. Cost $130.21 Unrealized
URI United Rentals, Inc. 0.4%
Value $8.188M Shares 10,117 Est. Cost $434.28 Unrealized +99.7%
WMT Wal-Mart Stores Inc 0.4%
Value $8.16M Shares 73,247 Est. Cost $39.42 Unrealized +171.9%
PCAR PACCAR Inc 0.4%
Value $8.045M Shares 73,462 Est. Cost $57.95 Unrealized +74.7%
PHM PulteGroup Inc 0.4%
Value $7.845M Shares 66,901 Est. Cost $39.13 Unrealized +212.9%
HPE Hewlett Packard Enterprise Comp 0.4%
Value $7.793M Shares 324,438 Est. Cost $13.57 Unrealized +72.7%
DHI D R Horton Co 0.4%
Value $7.762M Shares 53,890 Est. Cost $48.66 Unrealized +212.4%
FNDX Schwab Fundamental US Large Company ETF 0.4%
Value $7.67M Shares 281,888 Est. Cost $30.20 Unrealized
GLW Corning Inc 0.4%
Value $7.653M Shares 87,401 Est. Cost $31.50 Unrealized +172.9%
QCOM Qualcomm Inc 0.4%
Value $7.579M Shares 44,311 Est. Cost $153.34 Unrealized +11.4%
NOC Northrop Grumman Corp 0.4%
Value $7.274M Shares 12,757 Est. Cost $401.79 Unrealized +44.1%
AVT Avnet, Inc. 0.4%
Value $7.155M Shares 148,819 Est. Cost $37.65 Unrealized +29.9%
BYD Boyd Gaming Corp 0.4%
Value $7.042M Shares 82,611 Est. Cost $75.05 Unrealized +9.6%
SNA Snap On Inc 0.4%
Value $6.7M Shares 19,443 Est. Cost $188.64 Unrealized +80.5%
TEL TE Connectivity Ltd. 0.4%
Value $6.682M Shares 29,371 Est. Cost $147.87 Unrealized +56.4%
DELL Dell Inc. 0.3%
Value $6.532M Shares 51,888 Est. Cost $83.36 Unrealized +68.9%
ALSN Allison Transmission Holdings, INc. 0.3%
Value $6.525M Shares 66,650 Est. Cost $46.61 Unrealized +87.7%
CTSH Cognizant Technology Solutions Corp. 0.3%
Value $6.454M Shares 77,756 Est. Cost $69.64 Unrealized +7.2%
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.3%
Value $6.451M Shares 123,094 Est. Cost $52.41 Unrealized
AVGO Broadcom Limited 0.3%
Value $6.415M Shares 18,535 Est. Cost $150.59 Unrealized +137.1%
MET Metlife Inc 0.3%
Value $6.386M Shares 80,892 Est. Cost $54.69 Unrealized +44.3%
UGI UGI Corporation New 0.3%
Value $6.183M Shares 165,187 Est. Cost $33.69 Unrealized +5.1%
EFA iShares MSCI EAFE ETF 0.3%
Value $6.126M Shares 63,794 Est. Cost $64.62 Unrealized
NFG National Fuel Gas Co 0.3%
Value $5.983M Shares 74,733 Est. Cost $67.53 Unrealized +22.0%
VZ Verizon Communications 0.3%
Value $5.959M Shares 146,301 Est. Cost $33.15 Unrealized +22.1%
MUB iShares Natl Amt-Free Muni Bond ETF 0.3%
Value $5.908M Shares 55,162 Est. Cost $105.74 Unrealized
STLD Steel Dynamics, Inc. 0.3%
Value $5.863M Shares 34,601 Est. Cost $63.85 Unrealized +148.0%
CVX Chevron Corp 0.3%
Value $5.742M Shares 37,674 Est. Cost $104.67 Unrealized +44.6%
TLT iShares 20 Year Treasury Bond ETF 0.3%
Value $5.73M Shares 65,744 Est. Cost $98.17 Unrealized
CAH Cardinal Health Inc 0.3%
Value $5.704M Shares 27,759 Est. Cost $73.85 Unrealized +154.2%
VNT Vontier Corp 0.3%
Value $5.699M Shares 153,274 Est. Cost $36.71 Unrealized +4.3%
SNX SYNNEX Corp. 0.3%
Value $5.617M Shares 37,388 Est. Cost $115.75 Unrealized +32.0%
FMB First Trust Managed Municipal ETF 0.3%
Value $5.57M Shares 108,922 Est. Cost $52.55 Unrealized
GD General Dynamics Corp 0.3%
Value $5.498M Shares 16,331 Est. Cost $151.95 Unrealized +124.3%
PRU Prudential Financial Inc 0.3%
Value $5.372M Shares 47,590 Est. Cost $83.40 Unrealized +27.7%
TRV Travelers Companies Inc 0.3%
Value $5.292M Shares 18,245 Est. Cost $72.83 Unrealized +285.3%
XOM Exxon Mobil Corporation 0.3%
Value $5.133M Shares 42,658 Est. Cost $61.13 Unrealized +88.9%
LDOS Leidos Holdings Inc 0.3%
Value $5.125M Shares 28,409 Est. Cost $130.61 Unrealized +44.8%
LRCX LAM Research Corporation 0.3%
Value $5.011M Shares 29,273 Est. Cost $77.15 Unrealized +101.4%
LOW Lowes Companies Inc 0.3%
Value $4.968M Shares 20,599 Est. Cost $138.25 Unrealized +73.5%
SYF Synchrony Financial 0.3%
Value $4.834M Shares 57,941 Est. Cost $46.26 Unrealized +65.0%
ACN Accenture Ltd Cl A 0.3%
Value $4.79M Shares 17,854 Est. Cost $141.72 Unrealized +79.3%
DKS Dick's Sporting Goods Inc. 0.3%
Value $4.769M Shares 24,089 Est. Cost $48.14 Unrealized +351.0%
GS Goldman Sachs Group Inc 0.2%
Value $4.587M Shares 5,219 Est. Cost $259.24 Unrealized +213.7%
AMAT Applied Materials Inc 0.2%
Value $4.491M Shares 17,477 Est. Cost $136.36 Unrealized +75.6%
DOX Amdocs Limited Common Stock 0.2%
Value $4.47M Shares 55,524 Est. Cost $77.76 Unrealized +2.7%
EOG EOG Resources, Inc 0.2%
Value $4.37M Shares 41,616 Est. Cost $57.71 Unrealized +85.8%
BDC Belden Inc 0.2%
Value $4.34M Shares 37,237 Est. Cost $72.20 Unrealized +61.5%
TXN Texas Instruments Inc 0.2%
Value $4.243M Shares 24,458 Est. Cost $35.45 Unrealized +381.6%
NVDA Nvidia Corp 0.2%
Value $4.199M Shares 22,514 Est. Cost $137.35 Unrealized +35.5%
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 0.2%
Value $4.046M Shares 67,508 Est. Cost $65.24 Unrealized
VRSN VeriSign, Inc. 0.2%
Value $3.964M Shares 16,317 Est. Cost $257.86 Unrealized -2.7%
AN Autonation Inc. 0.2%
Value $3.931M Shares 19,037 Est. Cost $169.90 Unrealized +22.4%
SANM Sanmina-SCI Corp 0.2%
Value $3.885M Shares 25,890 Est. Cost $81.93 Unrealized +80.2%
PFE Pfizer Incorporated 0.2%
Value $3.853M Shares 154,753 Est. Cost $19.83 Unrealized +26.2%
T A T & T Inc. 0.2%
Value $3.78M Shares 152,169 Est. Cost $16.11 Unrealized +57.0%
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2%
Value $3.774M Shares 146,231 Est. Cost $19.16 Unrealized
NUE Nucor Corp 0.2%
Value $3.648M Shares 22,365 Est. Cost $43.53 Unrealized +244.1%
OC Owens Corning Inc. 0.2%
Value $3.644M Shares 32,563 Est. Cost $78.29 Unrealized +49.9%
TIP iShares Barclays TIPS Bond 0.2%
Value $3.621M Shares 32,946 Est. Cost $107.66 Unrealized
NTAP Network Appliance Inc 0.2%
Value $3.578M Shares 33,415 Est. Cost $82.42 Unrealized +37.9%
HPQ HP Inc. 0.2%
Value $3.569M Shares 160,172 Est. Cost $29.72 Unrealized -15.0%
GPI Group 1 Automotive, Inc. 0.2%
Value $3.51M Shares 8,924 Est. Cost $179.26 Unrealized +129.0%
KLAC K L A Tencor Corp 0.2%
Value $3.51M Shares 2,889 Est. Cost $592.75 Unrealized +97.7%
MRK Merck & Co Inc 0.2%
Value $3.497M Shares 33,221 Est. Cost $69.14 Unrealized +34.8%
MPC Marathon Petroleum Corporation 0.2%
Value $3.49M Shares 21,457 Est. Cost $79.38 Unrealized +134.8%
XLRE The Real Estate Select Sector SPDR Fund 0.2%
Value $3.447M Shares 85,424 Est. Cost $36.83 Unrealized
GOOGL Alphabet Inc Class A 0.2%
Value $3.436M Shares 10,978 Est. Cost $124.24 Unrealized +129.9%
DGX Quest Diagnostic Inc 0.2%
Value $3.392M Shares 19,547 Est. Cost $111.01 Unrealized +64.0%
INGR Ingredion Incorporated 0.2%
Value $3.372M Shares 30,582 Est. Cost $123.88 Unrealized -9.0%
AIG American Intl Group Inc 0.2%
Value $3.298M Shares 38,554 Est. Cost $66.33 Unrealized +20.1%
VLO Valero Energy Corp New 0.2%
Value $3.261M Shares 20,033 Est. Cost $109.88 Unrealized +53.6%
CF CF Industries Holdings, Inc. 0.2%
Value $3.221M Shares 41,650 Est. Cost $85.11 Unrealized -3.7%
TAP Molson Coors Brewing Clb 0.2%
Value $3.193M Shares 68,398 Est. Cost $51.21 Unrealized -10.6%
RS Reliance Steel & Aluminum Co 0.2%
Value $3.127M Shares 10,826 Est. Cost $153.67 Unrealized +82.8%
PFG Principal Financial Group Inc. 0.2%
Value $3.086M Shares 34,980 Est. Cost $68.19 Unrealized +23.0%
NVS Novartis A G Spon Adr 0.2%
Value $3.041M Shares 22,055 Est. Cost $105.46 Unrealized
TMHC Taylor Morrison Home Corporation 0.2%
Value $3.028M Shares 51,431 Est. Cost $54.83 Unrealized +11.5%
MDT Medtronic PLC 0.2%
Value $2.967M Shares 30,891 Est. Cost $79.62 Unrealized +22.0%
UNP Union Pacific 0.2%
Value $2.964M Shares 12,814 Est. Cost $85.28 Unrealized +166.6%
VBR Vanguard Small Cap Value ETF 0.2%
Value $2.887M Shares 13,629 Est. Cost $122.54 Unrealized
TGT Target Corporation 0.2%
Value $2.879M Shares 29,451 Est. Cost $102.58 Unrealized -10.7%
INFY Infosys Limited 0.2%
Value $2.818M Shares 158,112 Est. Cost $12.41 Unrealized
TPR Tapestry Inc 0.1%
Value $2.737M Shares 21,422 Est. Cost $40.21 Unrealized +183.6%
KHC The Kraft Heinz Company 0.1%
Value $2.722M Shares 112,257 Est. Cost $30.32 Unrealized -18.8%
EIX Edison International 0.1%
Value $2.704M Shares 45,053 Est. Cost $59.91 Unrealized -4.3%
TMO Thermo Fisher Scientific Inc. 0.1%
Value $2.69M Shares 4,642 Est. Cost $118.50 Unrealized +376.9%
CRUS Cirrus Logic Inc 0.1%
Value $2.539M Shares 21,428 Est. Cost $116.45 Unrealized +5.7%
TJX TJX Cos Inc 0.1%
Value $2.53M Shares 16,469 Est. Cost $34.91 Unrealized +323.1%
RF Regions Financial Cp New 0.1%
Value $2.488M Shares 91,791 Est. Cost $18.69 Unrealized +35.7%
VWO Vanguard Emerging Markets Stock ETF 0.1%
Value $2.403M Shares 44,706 Est. Cost $46.13 Unrealized
NRG NRG Energy, Inc 0.1%
Value $2.329M Shares 14,623 Est. Cost $89.65 Unrealized +84.4%
VONE Vanguard Russell 1000 ETF 0.1%
Value $2.315M Shares 7,491 Est. Cost $148.45 Unrealized
SAIC Science Applications International Corp 0.1%
Value $2.312M Shares 22,966 Est. Cost $114.99 Unrealized -17.0%
FNF Fidelity National Finl. 0.1%
Value $2.305M Shares 42,217 Est. Cost $31.52 Unrealized +73.7%
ORI Old Republic International Corporation 0.1%
Value $2.276M Shares 49,867 Est. Cost $29.09 Unrealized +40.4%
CDW CDW Corporation 0.1%
Value $2.155M Shares 15,819 Est. Cost $159.11 Unrealized -7.6%
TTE Total SA 0.1%
Value $2.147M Shares 32,822 Est. Cost $63.23 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 0.1%
Value $2.138M Shares 39,643 Est. Cost $53.91 Unrealized -11.8%
BBY Best Buy Inc 0.1%
Value $2.122M Shares 31,698 Est. Cost $64.74 Unrealized +16.6%
PAAA PGIM AAA CLO ETF 0.1%
Value $2.042M Shares 39,840 Est. Cost $51.38 Unrealized
COR Cencora, Inc. 0.1%
Value $2.019M Shares 5,977 Est. Cost $107.68 Unrealized +216.3%
CEG Constellation Energy Co 0.1%
Value $2.003M Shares 5,670 Est. Cost $47.25 Unrealized +668.7%
USB US Bancorp 0.1%
Value $1.995M Shares 37,391 Est. Cost $38.02 Unrealized +28.1%
SPHY SPDR Portfolio High Yield Bond ETF 0.1%
Value $1.979M Shares 83,603 Est. Cost $22.91 Unrealized
HMC Honda Motor Co Adr 0.1%
Value $1.928M Shares 65,403 Est. Cost $27.32 Unrealized
RTX RTX Corp. 0.1%
Value $1.91M Shares 10,416 Est. Cost $73.20 Unrealized +136.8%
CNM Core & Main, Inc. 0.1%
Value $1.902M Shares 36,599 Est. Cost $50.80 Unrealized +1.0%
MS Morgan Stanley 0.1%
Value $1.88M Shares 10,591 Est. Cost $62.33 Unrealized +167.1%
ARW Arrow Electronics, Inc. 0.1%
Value $1.84M Shares 16,701 Est. Cost $117.45 Unrealized -3.3%
THC Tenet Healthcare Corp 0.1%
Value $1.831M Shares 9,215 Est. Cost $131.14 Unrealized +54.1%
MCD McDonald's Corp. 0.1%
Value $1.814M Shares 5,934 Est. Cost $85.49 Unrealized +256.9%
EQNR Equinor ASA 0.1%
Value $1.797M Shares 76,032 Est. Cost $25.10 Unrealized
PATK Patrick Industries Inc. 0.1%
Value $1.796M Shares 16,561 Est. Cost $62.87 Unrealized +66.5%
LOGI Logitech International S.A. 0.1%
Value $1.778M Shares 17,742 Est. Cost $82.69 Unrealized +35.9%
GSK GlaxoSmithKline plc 0.1%
Value $1.757M Shares 35,837 Est. Cost $40.55 Unrealized
MAS Masco Corporation 0.1%
Value $1.724M Shares 27,168 Est. Cost $61.81 Unrealized +4.8%
PSMT PriceSmart, Inc. 0.1%
Value $1.692M Shares 13,790 Est. Cost $84.44 Unrealized +43.9%
GILD Gilead Sciences Inc 0.1%
Value $1.691M Shares 13,778 Est. Cost $82.82 Unrealized +46.0%
TD Toronto-Dominion Bank 0.1%
Value $1.686M Shares 17,903 Est. Cost $46.92 Unrealized +80.0%
SU Suncor Energy Inc 0.1%
Value $1.673M Shares 37,709 Est. Cost $37.40 Unrealized +13.0%
COF Capital One Financial Corp 0.1%
Value $1.629M Shares 6,720 Est. Cost $185.05 Unrealized +20.1%
SHEL Shell plc 0.1%
Value $1.61M Shares 21,914 Est. Cost $53.33 Unrealized
CSX CSX Corp. 0.1%
Value $1.585M Shares 43,717 Est. Cost $34.06 Unrealized +4.8%
KMI Kinder Morgan, Inc. 0.1%
Value $1.578M Shares 57,413 Est. Cost $13.18 Unrealized +104.1%
MTCH Match Group, Inc. 0.1%
Value $1.567M Shares 48,539 Est. Cost $31.71 Unrealized +3.6%
ETN Eaton Corporation plc 0.1%
Value $1.551M Shares 4,871 Est. Cost $76.36 Unrealized +364.1%
CCK Crown Holdings, Inc. 0.1%
Value $1.549M Shares 15,044 Est. Cost $98.79 Unrealized -1.5%
HALO Halozyme Therapeutics, Inc. 0.1%
Value $1.537M Shares 22,832 Est. Cost $54.15 Unrealized +24.2%
SJM J M Smuckers Co 0.1%
Value $1.533M Shares 15,675 Est. Cost $105.86 Unrealized -2.8%
JHG Janus Henderson Group 0.1%
Value $1.517M Shares 31,888 Est. Cost $37.57 Unrealized +17.7%
ADM Archer-Daniels-Midland Co. 0.1%
Value $1.514M Shares 26,338 Est. Cost $52.84 Unrealized +12.6%
BWA BorgWarner Inc 0.1%
Value $1.489M Shares 33,048 Est. Cost $37.19 Unrealized +17.5%
CMCSA Comcast Corp 0.1%
Value $1.483M Shares 49,631 Est. Cost $39.83 Unrealized -28.4%
BG Bunge Ltd. 0.1%
Value $1.474M Shares 16,551 Est. Cost $92.39 Unrealized -0.6%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value $1.461M Shares 16,328 Est. Cost $71.50 Unrealized
HD Home Depot Inc 0.1%
Value $1.457M Shares 4,234 Est. Cost $237.40 Unrealized +53.6%
JPST JPMorgan Ultra-Short Income ETF 0.1%
Value $1.408M Shares 27,829 Est. Cost $50.34 Unrealized
WSM Williams Sonoma 0.1%
Value $1.407M Shares 7,881 Est. Cost $102.76 Unrealized +82.2%
EXC Exelon Corporation 0.1%
Value $1.386M Shares 31,795 Est. Cost $21.60 Unrealized +110.4%
SGOV iShares 0-3 Month Treasury Bond ETF 0.1%
Value $1.383M Shares 13,775 Est. Cost $100.46 Unrealized
GPOR Gulfport Energy Corp 0.1%
Value $1.363M Shares 6,552 Est. Cost $185.83 Unrealized +7.3%
HON Honeywell International 0.1%
Value $1.36M Shares 6,973 Est. Cost $69.48 Unrealized +180.7%
CB Chubb Ltd 0.1%
Value $1.346M Shares 4,312 Est. Cost $109.44 Unrealized +167.2%
VTV Vanguard Value ETF 0.1%
Value $1.333M Shares 6,981 Est. Cost $125.62 Unrealized
EHC Encompass Health Corp 0.1%
Value $1.33M Shares 12,531 Est. Cost $46.32 Unrealized +149.8%
CVS C V S Caremark Corp. 0.1%
Value $1.316M Shares 16,587 Est. Cost $65.95 Unrealized +19.3%
LH Lab Cp Of Amer Hldg New 0.1%
Value $1.311M Shares 5,227 Est. Cost $217.64 Unrealized +21.8%
SLVM Sylvamo Corporation 0.1%
Value $1.291M Shares 26,817 Est. Cost $65.42 Unrealized -31.1%
EXPD Expeditors International of Washington Inc. 0.1%
Value $1.253M Shares 8,410 Est. Cost $112.35 Unrealized +20.7%
UNH UnitedHealth Group Inc. 0.1%
Value $1.243M Shares 3,766 Est. Cost $122.85 Unrealized +174.5%
OVV Ovintiv Inc. 0.1%
Value $1.239M Shares 31,616 Est. Cost $37.86 Unrealized +2.4%
GDXJ VanEck Vectors Junior Gold Miners ETF 0.1%
Value $1.204M Shares 10,586 Est. Cost $35.67 Unrealized
ETR Entergy Corp New 0.1%
Value $1.18M Shares 12,770 Est. Cost $46.41 Unrealized +103.7%
AZO AutoZone Inc 0.1%
Value $1.177M Shares 347 Est. Cost $1754.53 Unrealized +115.3%
BDX Becton Dickinson & Co 0.1%
Value $1.162M Shares 5,989 Est. Cost $86.56 Unrealized +119.0%
ADP Automatic Data Processing, Inc. 0.1%
Value $1.152M Shares 4,477 Est. Cost $158.07 Unrealized +67.5%
CI CIGNA Corp 0.1%
Value $1.152M Shares 4,184 Est. Cost $283.61 Unrealized -1.5%
LYB LyondellBasell Industrials NV 0.1%
Value $1.143M Shares 26,400 Est. Cost $65.58 Unrealized -32.2%
BRK/B Berkshire Hathaway Cl B 0.1%
Value $1.118M Shares 2,224 Est. Cost $402.44 Unrealized +23.6%
RGA Reinsurance Group of America 0.1%
Value $1.09M Shares 5,359 Est. Cost $141.68 Unrealized +36.5%
NVR NVR Inc 0.1%
Value $1.065M Shares 146 Est. Cost $7166.99 Unrealized +4.3%
PCRX Pacira BioSciences Inc 0.1%
Value $1.063M Shares 41,057 Est. Cost $24.07 Unrealized -1.2%
PXF Invesco FTSE RAFI Dev Mkts ex-US ETF 0.1%
Value $1.058M Shares 16,149 Est. Cost $42.91 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value $1.038M Shares 1,516 Est. Cost $450.46 Unrealized
EG Everest Group Ltd 0.1%
Value $1.037M Shares 3,056 Est. Cost $308.51 Unrealized +7.0%
ACI Albertsons Companies, Inc. 0.1%
Value $1.034M Shares 60,246 Est. Cost $18.87 Unrealized -6.5%
AMKR Amkor Technology Inc 0.1%
Value $1.03M Shares 26,082 Est. Cost $22.46 Unrealized +58.2%
VTI Vanguard Total Stock Market ETF 0.1%
Value $1.027M Shares 3,064 Est. Cost $228.00 Unrealized
EFAV iShares MSCI EAFE Min Volatility ETF 0.1%
Value $998K Shares 11,575 Est. Cost $63.38 Unrealized
AMZN Amazon.com Inc. 0.1%
Value $987K Shares 4,277 Est. Cost $165.60 Unrealized +38.2%
IDCC Interdigital Comm Corp 0.1%
Value $972K Shares 3,053 Est. Cost $112.42 Unrealized +214.5%
DOLE Dole plc 0.1%
Value $968K Shares 64,607 Est. Cost $13.12 Unrealized +6.2%
HBAN Huntington Bancshares Incorporated 0.1%
Value $951K Shares 54,803 Est. Cost $11.15 Unrealized +46.1%
YOU Clear Secure, Inc. 0.1%
Value $944K Shares 26,897 Est. Cost $32.95 Unrealized +3.1%
LEN Lennar Corp Cl A 0.0%
Value $929K Shares 9,033 Est. Cost $87.48 Unrealized +38.0%
DFAE Dimensional Emerging Core Equity Market ETF 0.0%
Value $919K Shares 28,212 Est. Cost $21.94 Unrealized
ITW Illinois Tool Works 0.0%
Value $916K Shares 3,720 Est. Cost $81.38 Unrealized +204.2%
PGR Progressive Corp. 0.0%
Value $912K Shares 4,007 Est. Cost $68.59 Unrealized +209.6%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value $907K Shares 16,572 Est. Cost $38.81 Unrealized
HCC Warrior Met Coal, Inc. 0.0%
Value $901K Shares 10,214 Est. Cost $49.73 Unrealized +51.2%
ASO Academy Sports and Outdoors, Inc. 0.0%
Value $899K Shares 17,996 Est. Cost $49.23 Unrealized +0.5%
LLY Eli Lilly & Company 0.0%
Value $898K Shares 836 Est. Cost $608.84 Unrealized +56.9%
GIS General Mills Inc 0.0%
Value $889K Shares 19,116 Est. Cost $58.65 Unrealized -19.1%
CBT Cabot Corporation 0.0%
Value $889K Shares 13,407 Est. Cost $35.69 Unrealized +85.6%
CNQ Canadian Natural Resources Limited 0.0%
Value $878K Shares 25,934 Est. Cost $28.95 Unrealized +12.0%
HRMY Harmony Biosciences Holdings Inc 0.0%
Value $868K Shares 23,209 Est. Cost $33.71 Unrealized -2.4%
TROW T. Rowe Price Group, Inc. 0.0%
Value $867K Shares 8,473 Est. Cost $103.04 Unrealized -0.8%
SFM Sprouts Farmers Market 0.0%
Value $864K Shares 10,843 Est. Cost $25.31 Unrealized +254.5%
Amcor Plc 0.0%
Value $847K Shares 101,572 Est. Cost $9.15 Unrealized -9.8%
GEN Gen Digital, Inc. 0.0%
Value $822K Shares 30,226 Est. Cost $25.45 Unrealized +5.5%
ISRG Intuitive Surgical Inc 0.0%
Value $819K Shares 1,446 Est. Cost $496.55 Unrealized +7.2%
RRC Range Resources Corporation 0.0%
Value $819K Shares 23,235 Est. Cost $29.99 Unrealized +24.2%
PEP PepsiCo Incorporated 0.0%
Value $802K Shares 5,587 Est. Cost $61.69 Unrealized +136.5%
HYD VanEck Vectors High-Yield Muni ETF 0.0%
Value $801K Shares 15,675 Est. Cost $57.83 Unrealized
DE Deere & Co 0.0%
Value $801K Shares 1,720 Est. Cost $345.62 Unrealized +35.3%
BAC Bank of America Corp 0.0%
Value $789K Shares 14,337 Est. Cost $30.78 Unrealized +71.1%
VOO Vanguard S&P 500 ETF 0.0%
Value $775K Shares 1,236 Est. Cost $447.60 Unrealized
SMLF iShares Edge MSCI Mltfct USA SmCp ETF 0.0%
Value $764K Shares 10,199 Est. Cost $38.77 Unrealized
CALM Cal Maine Foods Inc New 0.0%
Value $762K Shares 9,580 Est. Cost $96.87 Unrealized -10.6%
FITB Fifth Third Bancorp 0.0%
Value $752K Shares 16,072 Est. Cost $20.31 Unrealized +114.9%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value $748K Shares 3,404 Est. Cost $162.62 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value $734K Shares 8,556 Est. Cost $31.44 Unrealized
CMC Commercial Metals Company 0.0%
Value $724K Shares 10,453 Est. Cost $51.33 Unrealized +21.6%
PBR Petroleo Brasileiro 0.0%
Value $714K Shares 60,230 Est. Cost $13.80 Unrealized
MA Mastercard Incorporated 0.0%
Value $663K Shares 1,161 Est. Cost $374.90 Unrealized +49.1%
DoubleLine Income Solutions Fund 0.0%
Value $658K Shares 58,406 Est. Cost $14.63 Unrealized
MMM 3M Company 0.0%
Value $656K Shares 4,095 Est. Cost $70.68 Unrealized +130.9%
OTTR Otter Tail Corporation 0.0%
Value $653K Shares 8,085 Est. Cost $58.69 Unrealized +36.7%
HAS Hasbro Inc 0.0%
Value $636K Shares 7,760 Est. Cost $53.82 Unrealized +45.0%
SCHB Schwab US Broad Mkt ETF 0.0%
Value $624K Shares 23,806 Est. Cost $38.70 Unrealized
BPOP Popular Inc 0.0%
Value $616K Shares 4,947 Est. Cost $72.60 Unrealized +62.0%
CMS CMS Energy Corp 0.0%
Value $611K Shares 8,734 Est. Cost $21.18 Unrealized +242.2%
MLPX Global X MLP & Energy Infrastructure ETF 0.0%
Value $607K Shares 10,020 Est. Cost $24.50 Unrealized
CSL Carlisle Companies Inc 0.0%
Value $607K Shares 1,897 Est. Cost $363.71 Unrealized -11.3%
AXP American Express Company 0.0%
Value $602K Shares 1,626 Est. Cost $163.77 Unrealized +118.0%
EA Electronic Arts Inc. 0.0%
Value $600K Shares 2,938 Est. Cost $123.50 Unrealized +63.3%
SYY Sysco Corporation 0.0%
Value $597K Shares 8,103 Est. Cost $71.09 Unrealized +6.2%
TSM Taiwan Semiconductor Manufacturing Co. 0.0%
Value $595K Shares 1,959 Est. Cost $157.88 Unrealized
GOVT iShares Trust - U.S. Treasury Bond ETF 0.0%
Value $594K Shares 25,802 Est. Cost $22.82 Unrealized
TSN Tyson Foods Inc 0.0%
Value $588K Shares 10,032 Est. Cost $65.41 Unrealized -16.5%
CHRD Chord Energy Corporation 0.0%
Value $584K Shares 6,297 Est. Cost $144.97 Unrealized -36.6%
TFC Truist Financial Corp 0.0%
Value $583K Shares 11,843 Est. Cost $37.88 Unrealized +20.9%
F Ford Motor Company 0.0%
Value $570K Shares 43,464 Est. Cost $11.20 Unrealized +14.6%
OGE OGE Energy Corp 0.0%
Value $562K Shares 13,155 Est. Cost $35.78 Unrealized +24.7%
MCHP Microchip Technology Inc 0.0%
Value $557K Shares 8,749 Est. Cost $72.11 Unrealized -14.9%
ST Sensata Technologies Holding NV 0.0%
Value $548K Shares 16,466 Est. Cost $31.98 Unrealized 0.0%
VSH Vishay Intertechnology Inc. 0.0%
Value $544K Shares 37,552 Est. Cost $19.14 Unrealized -21.2%
LKQ LKQ Corp. 0.0%
Value $542K Shares 17,933 Est. Cost $41.71 Unrealized -28.1%
SYK Stryker Corp 0.0%
Value $539K Shares 1,534 Est. Cost $332.48 Unrealized +9.3%
CINF Cincinnati Financial Cp 0.0%
Value $538K Shares 3,291 Est. Cost $71.17 Unrealized +126.5%
KBH KB Home 0.0%
Value $537K Shares 9,526 Est. Cost $62.51 Unrealized -2.2%
UHS Universal Health Services Inc. 0.0%
Value $532K Shares 2,440 Est. Cost $146.22 Unrealized +51.1%
QQQ Invesco QQQ ETF 0.0%
Value $532K Shares 866 Est. Cost $438.48 Unrealized
SCHE Schwab Emerging Mkts Equity ETF 0.0%
Value $522K Shares 15,930 Est. Cost $26.80 Unrealized
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value $521K Shares 11,102 Est. Cost $51.44 Unrealized
WCC Wesco International Inc 0.0%
Value $511K Shares 2,089 Est. Cost $165.88 Unrealized +47.7%
STT State Street Corp 0.0%
Value $488K Shares 3,786 Est. Cost $73.91 Unrealized +61.0%
CAG ConAgra Brands, Inc. 0.0%
Value $477K Shares 27,558 Est. Cost $31.64 Unrealized -44.3%
FDX FedEx Corp. 0.0%
Value $471K Shares 1,631 Est. Cost $242.91 Unrealized +7.7%
TXT Textron, Inc. 0.0%
Value $469K Shares 5,381 Est. Cost $83.66 Unrealized 0.0%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value $466K Shares 3,540 Est. Cost $93.00 Unrealized
PH Parker-Hannifin Corporation 0.0%
Value $456K Shares 519 Est. Cost $282.66 Unrealized +189.3%
LEA Lear Corp 0.0%
Value $453K Shares 3,954 Est. Cost $106.29 Unrealized 0.0%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value $448K Shares 4,199 Est. Cost $106.51 Unrealized
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0%
Value $439K Shares 3,543 Est. Cost $99.08 Unrealized
PSX Phillips 66 0.0%
Value $428K Shares 3,317 Est. Cost $70.61 Unrealized +89.8%
ED Consolidated Edison 0.0%
Value $427K Shares 4,297 Est. Cost $84.67 Unrealized +16.7%
C Citigroup Inc 0.0%
Value $426K Shares 3,653 Est. Cost $41.35 Unrealized +150.7%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value $425K Shares 6,442 Est. Cost $99.03 Unrealized
VTRS Viatris Inc 0.0%
Value $424K Shares 34,088 Est. Cost $9.11 Unrealized +17.7%
NEM Newmont Mining Corp 0.0%
Value $418K Shares 4,182 Est. Cost $43.26 Unrealized +108.5%
BAH Booz Allen Hamilton Holdings Corporation 0.0%
Value $414K Shares 4,905 Est. Cost $68.81 Unrealized +28.6%
IWF iShares Russell 1000 Growth ETF 0.0%
Value $406K Shares 858 Est. Cost $251.86 Unrealized
AVGE Avantis All Equity Markets ETF 0.0%
Value $406K Shares 4,724 Est. Cost $73.78 Unrealized
ABT Abbott Laboratories 0.0%
Value $403K Shares 3,217 Est. Cost $76.19 Unrealized +67.1%
IJR iShares S&P Small-Cap ETF 0.0%
Value $400K Shares 3,330 Est. Cost $95.64 Unrealized
COST Costco Whsl Corp New 0.0%
Value $398K Shares 462 Est. Cost $494.34 Unrealized +83.2%
CROX Crocs Inc 0.0%
Value $392K Shares 4,580 Est. Cost $108.55 Unrealized -23.0%
NTR Nutrien Ltd. 0.0%
Value $390K Shares 6,321 Est. Cost $80.58 Unrealized -27.0%
SLV iShares Silver Trust 0.0%
Value $390K Shares 6,055 Est. Cost $43.09 Unrealized
CHTR Charter Communications 0.0%
Value $389K Shares 1,863 Est. Cost $343.86 Unrealized -34.6%
IWB iShares Russell 1000 ETF 0.0%
Value $388K Shares 1,038 Est. Cost $171.41 Unrealized
CTRA Coterra Energy Inc. 0.0%
Value $387K Shares 14,710 Est. Cost $24.48 Unrealized +2.5%
DFAU Dimensional US Core Equity Market ETF 0.0%
Value $386K Shares 8,239 Est. Cost $36.53 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value $382K Shares 5,688 Est. Cost $60.55 Unrealized
BP BP PLC Adr 0.0%
Value $378K Shares 10,887 Est. Cost $35.52 Unrealized
DIS Disney Walt Hldg Co 0.0%
Value $369K Shares 3,244 Est. Cost $74.06 Unrealized +47.9%
LMT Lockheed Martin Corp 0.0%
Value $364K Shares 753 Est. Cost $405.63 Unrealized +17.4%
NXPI NXP Semiconductors NV 0.0%
Value $361K Shares 1,665 Est. Cost $227.31 Unrealized -6.0%
HSIC Henry Schein, Inc. 0.0%
Value $359K Shares 4,756 Est. Cost $69.10 Unrealized +1.8%
COP ConocoPhillips 0.0%
Value $342K Shares 3,654 Est. Cost $71.64 Unrealized +25.7%
SPMB SPDR Portfolio Mortgage Backed Bond ETF 0.0%
Value $333K Shares 14,874 Est. Cost $22.22 Unrealized
CARR Carrier Global Corp 0.0%
Value $331K Shares 6,264 Est. Cost $17.48 Unrealized +217.6%
STX Seagate Technology PLC F 0.0%
Value $331K Shares 1,203 Est. Cost $77.73 Unrealized +233.1%
FNDB Schwab Fundamental US Broad Mkt ETF 0.0%
Value $326K Shares 12,258 Est. Cost $35.77 Unrealized
DOV Dover Corporation 0.0%
Value $321K Shares 1,644 Est. Cost $104.67 Unrealized +73.7%
SAH Sonic Automotive Inc 0.0%
Value $317K Shares 5,127 Est. Cost $66.20 Unrealized 0.0%
IAU iShares Gold Trust ETF 0.0%
Value $316K Shares 3,887 Est. Cost $60.76 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value $308K Shares 4,938 Est. Cost $50.76 Unrealized
MUSA Murphy USA, Inc 0.0%
Value $305K Shares 757 Est. Cost $256.65 Unrealized +49.4%
WFC Wells Fargo & Company 0.0%
Value $304K Shares 3,264 Est. Cost $57.81 Unrealized +49.9%
PNC PNC Financial Services 0.0%
Value $297K Shares 1,421 Est. Cost $146.93 Unrealized +31.2%
OSK Oshkosh Truck Corp 0.0%
Value $297K Shares 2,365 Est. Cost $127.92 Unrealized 0.0%
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value $296K Shares 10,391 Est. Cost $37.98 Unrealized
PEG Pub Svc Enterprise Group 0.0%
Value $292K Shares 3,634 Est. Cost $57.30 Unrealized +41.5%
KMB Kimberly-Clark Corp 0.0%
Value $291K Shares 2,886 Est. Cost $84.78 Unrealized +27.9%
MLN VanEck Long Muni ETF 0.0%
Value $291K Shares 16,606 Est. Cost $17.94 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value $289K Shares 3,215 Est. Cost $96.81 Unrealized -2.3%
CRBG Corebridge Financial, Inc. 0.0%
Value $283K Shares 9,391 Est. Cost $30.55 Unrealized 0.0%
MUR Murphy Oil Corp Hldg 0.0%
Value $283K Shares 9,050 Est. Cost $29.61 Unrealized 0.0%
GPK Graphic Packaging Holding Company 0.0%
Value $283K Shares 18,800 Est. Cost $23.12 Unrealized -28.9%
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value $282K Shares 10,282 Est. Cost $40.32 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value $281K Shares 3,218 Est. Cost $48.04 Unrealized +85.8%
DFEM Dimensional Emerging Markets 0.0%
Value $281K Shares 8,482 Est. Cost $22.45 Unrealized
TGNA TEGNA, Inc. 0.0%
Value $276K Shares 14,241 Est. Cost $16.81 Unrealized +17.6%
IRM Iron Mountain Incorporated 0.0%
Value $272K Shares 3,283 Est. Cost $37.68 Unrealized +146.2%
ROST Ross Stores, Inc 0.0%
Value $271K Shares 1,504 Est. Cost $142.18 Unrealized +17.2%
KO Coca Cola Company 0.0%
Value $267K Shares 3,817 Est. Cost $51.09 Unrealized +35.8%
PLTR Palantir Technologies, Inc. 0.0%
Value $265K Shares 1,491 Est. Cost $163.66 Unrealized +10.6%
IWS iShares Russell Mid-cap Value ETF 0.0%
Value $262K Shares 1,856 Est. Cost $115.03 Unrealized
DFAW Dimensional World Equity ETF 0.0%
Value $261K Shares 3,530 Est. Cost $73.94 Unrealized
AEP American Electric Power Co., Inc 0.0%
Value $257K Shares 2,229 Est. Cost $72.75 Unrealized +61.8%
CNI Canadian Natl RR Co. 0.0%
Value $256K Shares 2,588 Est. Cost $59.25 Unrealized +62.3%
IJS iShares S&P Small-Cap 600 Value ETF 0.0%
Value $255K Shares 2,238 Est. Cost $102.24 Unrealized
EVR Evercore Partners Inc. 0.0%
Value $255K Shares 748 Est. Cost $134.78 Unrealized +138.1%
RSG Republic Services, Inc 0.0%
Value $254K Shares 1,198 Est. Cost $151.31 Unrealized +41.8%
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value $253K Shares 9,426 Est. Cost $25.50 Unrealized
GNMA iShares GNMA Bond ETF 0.0%
Value $251K Shares 5,629 Est. Cost $43.50 Unrealized
FANG Diamondback Energy, Inc. 0.0%
Value $245K Shares 1,632 Est. Cost $132.88 Unrealized +10.7%
SHYD VanEck Short High Yield Muni ETF 0.0%
Value $243K Shares 10,603 Est. Cost $22.10 Unrealized
PM Philip Morris International Inc 0.0%
Value $241K Shares 1,501 Est. Cost $136.99 Unrealized +12.1%
EEFT Euronet Worldwide Inc 0.0%
Value $240K Shares 3,156 Est. Cost $95.87 Unrealized -18.7%
OEF iShares S&P 100 ETF 0.0%
Value $239K Shares 696 Est. Cost $277.15 Unrealized
GLD SPDR Gold Shares 0.0%
Value $237K Shares 597 Est. Cost $291.58 Unrealized
STNG Scorpio Tankers, Inc. 0.0%
Value $235K Shares 4,630 Est. Cost $72.02 Unrealized
TT Trane Technologies plc 0.0%
Value $228K Shares 585 Est. Cost $270.83 Unrealized +52.7%
VO Vanguard Mid Cap ETF 0.0%
Value $222K Shares 765 Est. Cost $294.12 Unrealized
RVNU Xtrackers Muni Infra Rev Bond ETF 0.0%
Value $220K Shares 8,979 Est. Cost $23.80 Unrealized
BEN Franklin Resources Inc 0.0%
Value $219K Shares 9,188 Est. Cost $22.66 Unrealized 0.0%
TSLA Tesla Motors, Inc. 0.0%
Value $218K Shares 485 Est. Cost $346.84 Unrealized +27.8%
VAL Valaris Limited 0.0%
Value $218K Shares 4,325 Est. Cost $48.77 Unrealized +10.0%
VXUS Vanguard Total International Stock ETF 0.0%
Value $217K Shares 2,873 Est. Cost $75.53 Unrealized
LPX Louisiana-Pacific Corp 0.0%
Value $214K Shares 2,649 Est. Cost $57.05 Unrealized +48.1%
HYMB SPDR Nuveen S&P High Yield Muni Bond ETF 0.0%
Value $205K Shares 8,221 Est. Cost $24.91 Unrealized
MDU MDU Resources Group, Inc. 0.0%
Value $202K Shares 10,352 Est. Cost $9.27 Unrealized +111.1%
SPRY ARS Pharmaceuticals Inc 0.0%
Value $172K Shares 14,780 Est. Cost $12.03 Unrealized -19.2%
SSP The E.W. Scripps Company 0.0%
Value $136K Shares 34,000 Est. Cost $1.74 Unrealized +62.3%
OGN Organon & Co. Common Stock 0.0%
Value $106K Shares 14,821 Est. Cost $25.70 Unrealized -69.3%