D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 15, 2024

Total Value ($000): $293,096 (100.0% shares, 0.0% debt)

Holdings (184)

JCPB J P MORGAN EXCHANGE TRADED F 16.6%
Value ($000) $48,543 Shares 1,047,764 Est. Cost $49.41 Unrealized
SCHX SCHWAB STRATEGIC TR 8.1%
Value ($000) $23,781 Shares 370,134 Est. Cost $60.16 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.5%
Value ($000) $13,139 Shares 71,975 Est. Cost $149.66 Unrealized
SCHB SCHWAB STRATEGIC TR 3.4%
Value ($000) $10,001 Shares 159,074 Est. Cost $59.39 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $9,837 Shares 46,704 Est. Cost $105.26 Unrealized +75.9%
JHMM JOHN HANCOCK EXCHANGE TRADED 2.2%
Value ($000) $6,304 Shares 114,535 Est. Cost $51.60 Unrealized
DFAI DIMENSIONAL ETF TRUST 2.1%
Value ($000) $6,071 Shares 204,610 Est. Cost $24.78 Unrealized
DKS DICKS SPORTING GOODS INC 1.9%
Value ($000) $5,659 Shares 26,339 Est. Cost $93.81 Unrealized +113.9%
SCHD SCHWAB STRATEGIC TR 1.8%
Value ($000) $5,233 Shares 67,299 Est. Cost $56.91 Unrealized
AMZN AMAZON COM INC 1.8%
Value ($000) $5,177 Shares 26,788 Est. Cost $121.85 Unrealized +50.8%
MSFT MICROSOFT CORP 1.7%
Value ($000) $4,940 Shares 11,051 Est. Cost $98.64 Unrealized +323.0%
SCHG SCHWAB STRATEGIC TR 1.7%
Value ($000) $4,885 Shares 48,438 Est. Cost $87.58 Unrealized
XLK SELECT SECTOR SPDR TR 1.6%
Value ($000) $4,608 Shares 20,370 Est. Cost $112.81 Unrealized
VOO VANGUARD INDEX FDS 1.5%
Value ($000) $4,507 Shares 9,012 Est. Cost $301.20 Unrealized
BSTP INNOVATOR ETFS TRUST 1.5%
Value ($000) $4,345 Shares 138,522 Est. Cost $29.26 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $4,314 Shares 55,830 Est. Cost $78.89 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.5%
Value ($000) $4,253 Shares 17,817 Est. Cost $102.19 Unrealized +131.5%
VTI VANGUARD INDEX FDS 1.4%
Value ($000) $4,197 Shares 15,688 Est. Cost $140.00 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $3,255 Shares 26,344 Est. Cost $95.01 Unrealized +6.4%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $3,041 Shares 3,577 Est. Cost $279.69 Unrealized +176.7%
GOOGL ALPHABET INC 1.0%
Value ($000) $3,013 Shares 16,544 Est. Cost $124.96 Unrealized +33.9%
META META PLATFORMS INC 0.9%
Value ($000) $2,719 Shares 5,393 Est. Cost $252.73 Unrealized +91.2%
ZALT INNOVATOR ETFS TRUST 0.9%
Value ($000) $2,650 Shares 93,489 Est. Cost $27.17 Unrealized
WMT WALMART INC 0.9%
Value ($000) $2,636 Shares 38,928 Est. Cost $49.18 Unrealized +26.0%
SCHF SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,493 Shares 64,897 Est. Cost $35.09 Unrealized
RH RH 0.7%
Value ($000) $2,087 Shares 8,539 Est. Cost $225.32 Unrealized +16.7%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,009 Shares 17,453 Est. Cost $53.95 Unrealized +104.1%
KO COCA COLA CO 0.6%
Value ($000) $1,832 Shares 28,779 Est. Cost $42.16 Unrealized +39.7%
GLD SPDR GOLD TR 0.6%
Value ($000) $1,823 Shares 8,477 Est. Cost $149.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,642 Shares 4,036 Est. Cost $205.66 Unrealized +98.7%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,615 Shares 8,107 Est. Cost $59.61 Unrealized +205.9%
CSX CSX CORP 0.5%
Value ($000) $1,518 Shares 45,373 Est. Cost $30.46 Unrealized +8.7%
HD HOME DEPOT INC 0.5%
Value ($000) $1,483 Shares 4,309 Est. Cost $170.97 Unrealized +91.6%
ETN EATON CORP PLC 0.5%
Value ($000) $1,470 Shares 4,687 Est. Cost $86.20 Unrealized +268.1%
SCHO SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,466 Shares 30,449 Est. Cost $49.73 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,417 Shares 3,211 Est. Cost $205.95 Unrealized +119.3%
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,395 Shares 17,919 Est. Cost $68.35 Unrealized +14.2%
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,311 Shares 15,304 Est. Cost $83.50 Unrealized
JJSF J & J SNACK FOODS CORP 0.4%
Value ($000) $1,300 Shares 8,009 Est. Cost $137.54 Unrealized +6.6%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,292 Shares 3,798 Est. Cost $205.67 Unrealized +62.1%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,289 Shares 2,367 Est. Cost $505.41 Unrealized
PPG PPG INDS INC 0.4%
Value ($000) $1,248 Shares 9,911 Est. Cost $98.26 Unrealized +29.6%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $1,211 Shares 4,484 Est. Cost $20.46 Unrealized +155.7%
CACI CACI INTL INC 0.4%
Value ($000) $1,182 Shares 2,748 Est. Cost $264.01 Unrealized +54.7%
EME EMCOR GROUP INC 0.4%
Value ($000) $1,181 Shares 3,236 Est. Cost $97.68 Unrealized +276.5%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,175 Shares 7,513 Est. Cost $89.49 Unrealized +65.8%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,136 Shares 2,432 Est. Cost $286.08 Unrealized +54.4%
SSD SIMPSON MFG INC 0.4%
Value ($000) $1,129 Shares 6,701 Est. Cost $80.91 Unrealized +113.8%
SCCO SOUTHERN COPPER CORP 0.4%
Value ($000) $1,123 Shares 10,420 Est. Cost $48.54 Unrealized +114.3%
NKE NIKE INC 0.4%
Value ($000) $1,099 Shares 14,581 Est. Cost $95.20 Unrealized -5.8%
ATR APTARGROUP INC 0.4%
Value ($000) $1,075 Shares 7,636 Est. Cost $112.80 Unrealized +25.3%
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,069 Shares 8,771 Est. Cost $105.58 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,063 Shares 4,171 Est. Cost $156.89 Unrealized +62.6%
FDS FACTSET RESH SYS INC 0.4%
Value ($000) $1,035 Shares 2,534 Est. Cost $363.34 Unrealized +14.9%
GGG GRACO INC 0.4%
Value ($000) $1,034 Shares 13,046 Est. Cost $61.92 Unrealized +32.0%
VMI VALMONT INDS INC 0.3%
Value ($000) $999 Shares 3,640 Est. Cost $303.51 Unrealized -19.7%
LFUS LITTELFUSE INC 0.3%
Value ($000) $989 Shares 3,869 Est. Cost $221.34 Unrealized +11.8%
RTX RTX CORPORATION 0.3%
Value ($000) $975 Shares 9,716 Est. Cost $60.93 Unrealized +64.3%
WMB WILLIAMS COS INC 0.3%
Value ($000) $972 Shares 22,879 Est. Cost $26.99 Unrealized +39.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $966 Shares 6,606 Est. Cost $111.18 Unrealized +27.2%
ORI OLD REP INTL CORP 0.3%
Value ($000) $963 Shares 31,179 Est. Cost $20.60 Unrealized +26.2%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $946 Shares 9,338 Est. Cost $80.16 Unrealized +13.9%
V VISA INC 0.3%
Value ($000) $934 Shares 3,559 Est. Cost $145.36 Unrealized +86.3%
MAIN MAIN STR CAP CORP 0.3%
Value ($000) $913 Shares 18,089 Est. Cost $38.36 Unrealized +27.2%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $906 Shares 5,827 Est. Cost $107.46 Unrealized +36.4%
SJM SMUCKER J M CO 0.3%
Value ($000) $897 Shares 8,222 Est. Cost $115.35 Unrealized -8.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $881 Shares 21,363 Est. Cost $33.96 Unrealized +7.4%
NOW SERVICENOW INC 0.3%
Value ($000) $871 Shares 1,107 Est. Cost $104.65 Unrealized +40.2%
GLW CORNING INC 0.3%
Value ($000) $863 Shares 22,207 Est. Cost $26.47 Unrealized +27.2%
CMI CUMMINS INC 0.3%
Value ($000) $848 Shares 3,061 Est. Cost $201.26 Unrealized +37.2%
TRMB TRIMBLE INC 0.3%
Value ($000) $841 Shares 15,046 Est. Cost $58.59 Unrealized -1.5%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $839 Shares 3,738 Est. Cost $193.09 Unrealized +8.3%
UNP UNION PAC CORP 0.3%
Value ($000) $823 Shares 3,639 Est. Cost $187.06 Unrealized +20.5%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $818 Shares 1,707 Est. Cost $177.96 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $794 Shares 4,814 Est. Cost $129.03 Unrealized +25.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $770 Shares 4,428 Est. Cost $78.77 Unrealized
BHP BHP GROUP LTD 0.2%
Value ($000) $720 Shares 12,618 Est. Cost $49.39 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $701 Shares 14,756 Est. Cost $32.05 Unrealized +41.3%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $694 Shares 4,982 Est. Cost $119.81 Unrealized +9.1%
GOOG ALPHABET INC 0.2%
Value ($000) $693 Shares 3,780 Est. Cost $140.57 Unrealized +20.1%
SYY SYSCO CORP 0.2%
Value ($000) $670 Shares 9,389 Est. Cost $51.91 Unrealized +37.1%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $669 Shares 8,574 Est. Cost $67.35 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $657 Shares 6,557 Est. Cost $67.89 Unrealized +38.8%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $639 Shares 3,246 Est. Cost $77.75 Unrealized +148.3%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $635 Shares 4,824 Est. Cost $61.65 Unrealized +103.1%
SON SONOCO PRODS CO 0.2%
Value ($000) $633 Shares 12,478 Est. Cost $52.25 Unrealized +2.8%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $624 Shares 3,083 Est. Cost $161.83 Unrealized +16.9%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $615 Shares 1,869 Est. Cost $87.83 Unrealized +257.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $612 Shares 1 Est. Cost $284799.47 Unrealized +116.5%
MCO MOODYS CORP 0.2%
Value ($000) $607 Shares 1,441 Est. Cost $233.64 Unrealized +68.2%
TSLA TESLA INC 0.2%
Value ($000) $595 Shares 3,005 Est. Cost $223.13 Unrealized -21.7%
DOW DOW INC 0.2%
Value ($000) $586 Shares 11,047 Est. Cost $41.70 Unrealized +22.8%
INTC INTEL CORP 0.2%
Value ($000) $568 Shares 18,349 Est. Cost $33.78 Unrealized -3.8%
CPRT COPART INC 0.2%
Value ($000) $547 Shares 10,100 Est. Cost $36.36 Unrealized +50.1%
TTC TORO CO 0.2%
Value ($000) $545 Shares 5,830 Est. Cost $100.38 Unrealized -12.1%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $542 Shares 13,178 Est. Cost $35.48 Unrealized
FISV FISERV INC 0.2%
Value ($000) $541 Shares 3,628 Est. Cost $151.37 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $538 Shares 6,906 Est. Cost $56.85 Unrealized
IAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $536 Shares 19,826 Est. Cost $27.04 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $524 Shares 512 Est. Cost $558.42 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $521 Shares 772 Est. Cost $55.22 Unrealized +13.1%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $517 Shares 2,213 Est. Cost $200.55 Unrealized +13.6%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $517 Shares 24,826 Est. Cost $15.48 Unrealized +15.7%
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $512 Shares 6,592 Est. Cost $75.38 Unrealized 0.0%
HDB HDFC BANK LTD 0.2%
Value ($000) $511 Shares 7,942 Est. Cost $55.97 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $508 Shares 3,080 Est. Cost $152.54 Unrealized +3.1%
NTR NUTRIEN LTD 0.2%
Value ($000) $500 Shares 9,826 Est. Cost $42.00 Unrealized +23.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $489 Shares 960 Est. Cost $485.67 Unrealized -2.6%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $485 Shares 1,035 Est. Cost $240.56 Unrealized +80.4%
ENB ENBRIDGE INC 0.2%
Value ($000) $484 Shares 13,586 Est. Cost $26.15 Unrealized +23.8%
IWF ISHARES TR 0.2%
Value ($000) $477 Shares 1,308 Est. Cost $175.31 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $468 Shares 3,419 Est. Cost $93.12 Unrealized +41.5%
NVRI ENVIRI CORP 0.2%
Value ($000) $458 Shares 53,026 Est. Cost $15.80 Unrealized -47.2%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $456 Shares 1,024 Est. Cost $218.45 Unrealized +82.3%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $448 Shares 1,743 Est. Cost $243.38 Unrealized +2.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.2%
Value ($000) $441 Shares 4,489 Est. Cost $68.79 Unrealized +15.7%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $437 Shares 9,597 Est. Cost $53.03 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $428 Shares 3,395 Est. Cost $148.96 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $426 Shares 955 Est. Cost $271.35 Unrealized +56.2%
SUPER MICRO COMPUTER INC 0.1%
Value ($000) $425 Shares 519 Est. Cost $819.35 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $420 Shares 7,631 Est. Cost $68.74 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $419 Shares 255 Est. Cost $1578.70 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $419 Shares 3,546 Est. Cost $110.99 Unrealized +9.1%
EVRG EVERGY INC 0.1%
Value ($000) $412 Shares 7,774 Est. Cost $54.77 Unrealized -9.1%
AVGO BROADCOM INC 0.1%
Value ($000) $398 Shares 248 Est. Cost $127.25 Unrealized +8.2%
TLT ISHARES TR 0.1%
Value ($000) $397 Shares 4,327 Est. Cost $90.39 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $392 Shares 5,323 Est. Cost $67.45 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $392 Shares 5,995 Est. Cost $40.09 Unrealized +62.5%
D DOMINION ENERGY INC 0.1%
Value ($000) $389 Shares 7,946 Est. Cost $57.09 Unrealized -17.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $389 Shares 892 Est. Cost $435.63 Unrealized +1.9%
MSCI MSCI INC 0.1%
Value ($000) $387 Shares 804 Est. Cost $486.44 Unrealized 0.0%
BARRICK GOLD CORP 0.1%
Value ($000) $387 Shares 23,175 Est. Cost $18.95 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $383 Shares 2,802 Est. Cost $146.83 Unrealized -11.5%
HUM HUMANA INC 0.1%
Value ($000) $379 Shares 1,013 Est. Cost $369.63 Unrealized -10.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $374 Shares 676 Est. Cost $352.23 Unrealized +61.8%
BLACKROCK INC 0.1%
Value ($000) $372 Shares 472 Est. Cost $787.32 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $371 Shares 992 Est. Cost $178.59 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $370 Shares 2,991 Est. Cost $117.80 Unrealized +3.3%
IGSB ISHARES TR 0.1%
Value ($000) $368 Shares 7,190 Est. Cost $51.24 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $363 Shares 1,538 Est. Cost $211.43 Unrealized 0.0%
PLOW DOUGLAS DYNAMICS INC 0.1%
Value ($000) $353 Shares 15,071 Est. Cost $36.18 Unrealized -34.3%
SRE SEMPRA 0.1%
Value ($000) $352 Shares 4,628 Est. Cost $68.40 Unrealized +2.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $349 Shares 5,910 Est. Cost $57.10 Unrealized +2.5%
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $347 Shares 5,983 Est. Cost $38.47 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.1%
Value ($000) $344 Shares 10,205 Est. Cost $45.04 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $342 Shares 3,165 Est. Cost $72.59 Unrealized +54.4%
LLY ELI LILLY & CO 0.1%
Value ($000) $332 Shares 367 Est. Cost $790.93 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $327 Shares 2,757 Est. Cost $101.21 Unrealized +15.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $327 Shares 4,267 Est. Cost $72.15 Unrealized
EPAM EPAM SYS INC 0.1%
Value ($000) $322 Shares 1,711 Est. Cost $213.23 Unrealized 0.0%
MNRO MONRO INC 0.1%
Value ($000) $318 Shares 13,307 Est. Cost $56.12 Unrealized -52.5%
ALC ALCON AG 0.1%
Value ($000) $317 Shares 3,562 Est. Cost $59.40 Unrealized +43.0%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $310 Shares 5,339 Est. Cost $57.99 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $309 Shares 564 Est. Cost $427.74 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $304 Shares 4,567 Est. Cost $49.47 Unrealized +38.5%
IJR ISHARES TR 0.1%
Value ($000) $304 Shares 2,854 Est. Cost $82.91 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $302 Shares 1,694 Est. Cost $176.27 Unrealized 0.0%
IOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $301 Shares 10,280 Est. Cost $27.94 Unrealized
TEAM ATLASSIAN CORPORATION 0.1%
Value ($000) $293 Shares 1,658 Est. Cost $178.70 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $289 Shares 868 Est. Cost $315.01 Unrealized +7.5%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $286 Shares 1,342 Est. Cost $192.35 Unrealized +5.4%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $281 Shares 1,161 Est. Cost $236.12 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $275 Shares 3,012 Est. Cost $80.33 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $268 Shares 1,630 Est. Cost $164.28 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $262 Shares 2,542 Est. Cost $67.33 Unrealized +54.0%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $259 Shares 5,767 Est. Cost $52.00 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $257 Shares 1,237 Est. Cost $171.53 Unrealized +12.3%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $248 Shares 932 Est. Cost $223.78 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $248 Shares 1,348 Est. Cost $182.27 Unrealized +0.9%
BUFB INNOVATOR ETFS TRUST 0.1%
Value ($000) $243 Shares 7,976 Est. Cost $26.25 Unrealized
BJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $238 Shares 5,695 Est. Cost $31.24 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $237 Shares 4,998 Est. Cost $57.67 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $236 Shares 918 Est. Cost $235.66 Unrealized +12.3%
FOXF FOX FACTORY HLDG CORP 0.1%
Value ($000) $234 Shares 4,861 Est. Cost $45.21 Unrealized 0.0%
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $234 Shares 4,798 Est. Cost $52.99 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $228 Shares 751 Est. Cost $299.34 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $227 Shares 3,628 Est. Cost $62.12 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $227 Shares 757 Est. Cost $239.79 Unrealized +5.0%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $220 Shares 382 Est. Cost $524.34 Unrealized
KRG KITE RLTY GROUP TR 0.1%
Value ($000) $217 Shares 9,712 Est. Cost $21.05 Unrealized
KOP KOPPERS HOLDINGS INC 0.1%
Value ($000) $211 Shares 5,705 Est. Cost $35.77 Unrealized +28.4%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $209 Shares 1,507 Est. Cost $137.19 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $204 Shares 3,148 Est. Cost $54.41 Unrealized
AIM IMMUNOTECH INC 0.0%
Value ($000) $4 Shares 12,050 Est. Cost $0.67 Unrealized