FIDUCIARY FAMILY OFFICE, LLC Diversified Active

CIK: 0002020280 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 12, 2025

Total Value ($000): $300,554 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC 32.9%
Value ($000) $98,932 Shares 445,379 Est. Cost $230.61 Unrealized +0.1%
JEPI J P MORGAN EXCHANGE TRADED F 3.8%
Value ($000) $11,279 Shares 197,390 Est. Cost $57.14 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $6,800 Shares 18,113 Est. Cost $396.83 Unrealized +2.1%
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $6,586 Shares 60,765 Est. Cost $124.03 Unrealized +2.2%
GOOGL ALPHABET INC 1.9%
Value ($000) $5,590 Shares 36,151 Est. Cost $180.70 Unrealized 0.0%
AMZN AMAZON COM INC 1.4%
Value ($000) $4,147 Shares 21,795 Est. Cost $212.06 Unrealized +2.3%
META META PLATFORMS INC 1.3%
Value ($000) $4,046 Shares 7,020 Est. Cost $635.04 Unrealized +1.3%
V VISA INC 1.3%
Value ($000) $3,902 Shares 11,133 Est. Cost $336.32 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $3,601 Shares 22,688 Est. Cost $136.99 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $3,512 Shares 14,318 Est. Cost $244.26 Unrealized +2.7%
VBR VANGUARD INDEX FDS 1.1%
Value ($000) $3,197 Shares 17,160 Est. Cost $186.29 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $3,040 Shares 13,709 Est. Cost $221.75 Unrealized
WFC WELLS FARGO CO NEW 0.9%
Value ($000) $2,796 Shares 38,948 Est. Cost $73.70 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $2,784 Shares 5,418 Est. Cost $513.91 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $2,656 Shares 18,997 Est. Cost $161.57 Unrealized 0.0%
FISV FISERV INC 0.8%
Value ($000) $2,547 Shares 11,536 Est. Cost $218.93 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,520 Shares 4,811 Est. Cost $499.48 Unrealized 0.0%
AVGO BROADCOM INC 0.8%
Value ($000) $2,464 Shares 14,715 Est. Cost $209.82 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,418 Shares 4,541 Est. Cost $486.15 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.8%
Value ($000) $2,407 Shares 14,533 Est. Cost $49.31 Unrealized 0.0%
KR KROGER CO 0.8%
Value ($000) $2,373 Shares 35,052 Est. Cost $62.27 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $2,331 Shares 8,665 Est. Cost $292.46 Unrealized 0.0%
WMT WALMART INC 0.8%
Value ($000) $2,281 Shares 25,984 Est. Cost $92.95 Unrealized 0.0%
GLD SPDR GOLD TR 0.7%
Value ($000) $2,130 Shares 7,393 Est. Cost $269.77 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $2,029 Shares 2,457 Est. Cost $802.22 Unrealized +3.1%
ABBV ABBVIE INC 0.7%
Value ($000) $2,001 Shares 9,550 Est. Cost $189.39 Unrealized 0.0%
HD HOME DEPOT INC 0.7%
Value ($000) $1,963 Shares 5,357 Est. Cost $380.72 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.7%
Value ($000) $1,954 Shares 23,303 Est. Cost $82.56 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,814 Shares 1,918 Est. Cost $970.56 Unrealized 0.0%
TMUS T-MOBILE US INC 0.6%
Value ($000) $1,719 Shares 6,443 Est. Cost $243.03 Unrealized 0.0%
MRK MERCK & CO INC 0.6%
Value ($000) $1,691 Shares 18,835 Est. Cost $90.12 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,680 Shares 3,003 Est. Cost $534.55 Unrealized
MCK MCKESSON CORP 0.5%
Value ($000) $1,631 Shares 2,424 Est. Cost $615.89 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $1,560 Shares 2,566 Est. Cost $648.59 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $1,526 Shares 9,543 Est. Cost $157.12 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,508 Shares 9,092 Est. Cost $152.45 Unrealized 0.0%
BAC BANK AMERICA CORP 0.5%
Value ($000) $1,484 Shares 35,569 Est. Cost $43.62 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,451 Shares 4,651 Est. Cost $349.45 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.5%
Value ($000) $1,450 Shares 28,489 Est. Cost $50.90 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $1,436 Shares 14,236 Est. Cost $100.70 Unrealized 0.0%
CRM SALESFORCE INC 0.5%
Value ($000) $1,420 Shares 5,290 Est. Cost $309.01 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,397 Shares 5,403 Est. Cost $258.62 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,387 Shares 8,138 Est. Cost $163.95 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,318 Shares 21,613 Est. Cost $55.48 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $1,314 Shares 23,855 Est. Cost $53.92 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1,286 Shares 5,311 Est. Cost $221.89 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,275 Shares 2,327 Est. Cost $542.01 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $1,222 Shares 6,300 Est. Cost $193.99 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,218 Shares 17,000 Est. Cost $64.97 Unrealized 0.0%
PEP PEPSICO INC 0.4%
Value ($000) $1,163 Shares 7,755 Est. Cost $143.48 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.4%
Value ($000) $1,138 Shares 31,422 Est. Cost $32.83 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $1,126 Shares 4,754 Est. Cost $239.35 Unrealized 0.0%
RTX RTX CORPORATION 0.4%
Value ($000) $1,117 Shares 8,434 Est. Cost $124.76 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.4%
Value ($000) $1,111 Shares 16,668 Est. Cost $64.48 Unrealized 0.0%
INGR INGREDION INC 0.4%
Value ($000) $1,087 Shares 8,036 Est. Cost $132.08 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,080 Shares 3,534 Est. Cost $295.41 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $1,059 Shares 4,341 Est. Cost $223.35 Unrealized 0.0%
GOOG ALPHABET INC 0.4%
Value ($000) $1,059 Shares 6,779 Est. Cost $182.46 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value ($000) $1,055 Shares 12,500 Est. Cost $87.82 Unrealized 0.0%
UNP UNION PAC CORP 0.3%
Value ($000) $1,041 Shares 4,405 Est. Cost $235.58 Unrealized 0.0%
PHM PULTE GROUP INC 0.3%
Value ($000) $1,029 Shares 10,008 Est. Cost $107.19 Unrealized 0.0%
DISCOVER FINL SVCS 0.3%
Value ($000) $991 Shares 5,806 Est. Cost $170.70 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $986 Shares 2,989 Est. Cost $351.95 Unrealized 0.0%
CMI CUMMINS INC 0.3%
Value ($000) $964 Shares 3,075 Est. Cost $346.08 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $962 Shares 5,456 Est. Cost $194.00 Unrealized 0.0%
TFC TRUIST FINL CORP 0.3%
Value ($000) $938 Shares 22,790 Est. Cost $42.69 Unrealized 0.0%
ADBE ADOBE INC 0.3%
Value ($000) $934 Shares 2,436 Est. Cost $428.84 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $921 Shares 12,664 Est. Cost $78.11 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.3%
Value ($000) $901 Shares 6,944 Est. Cost $129.71 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $899 Shares 14,561 Est. Cost $60.10 Unrealized 0.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $885 Shares 8,962 Est. Cost $106.29 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $874 Shares 7,938 Est. Cost $105.85 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $872 Shares 11,970 Est. Cost $72.04 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA I 0.3%
Value ($000) $860 Shares 4,369 Est. Cost $207.27 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $860 Shares 13,108 Est. Cost $67.73 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $858 Shares 4,101 Est. Cost $205.97 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $832 Shares 8,880 Est. Cost $87.83 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $829 Shares 19,832 Est. Cost $39.90 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $827 Shares 1,628 Est. Cost $507.58 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $810 Shares 12,421 Est. Cost $77.71 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.3%
Value ($000) $807 Shares 18,513 Est. Cost $58.63 Unrealized 0.0%
EMR EMERSON ELEC CO 0.3%
Value ($000) $800 Shares 7,300 Est. Cost $118.79 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.3%
Value ($000) $796 Shares 3,873 Est. Cost $233.26 Unrealized 0.0%
WDAY WORKDAY INC 0.3%
Value ($000) $772 Shares 3,306 Est. Cost $255.22 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $771 Shares 2,614 Est. Cost $300.39 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $768 Shares 10,827 Est. Cost $68.66 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $765 Shares 3,306 Est. Cost $218.39 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $756 Shares 8,292 Est. Cost $104.22 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $744 Shares 8,284 Est. Cost $87.41 Unrealized 0.0%
IRM IRON MTN INC DEL 0.2%
Value ($000) $738 Shares 8,582 Est. Cost $93.15 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $733 Shares 33,177 Est. Cost $22.08 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $724 Shares 6,085 Est. Cost $103.36 Unrealized +3.7%
CLX CLOROX CO DEL 0.2%
Value ($000) $714 Shares 4,852 Est. Cost $147.98 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $709 Shares 2,924 Est. Cost $231.86 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $686 Shares 2,765 Est. Cost $250.69 Unrealized 0.0%
SYY SYSCO CORP 0.2%
Value ($000) $684 Shares 9,117 Est. Cost $71.30 Unrealized 0.0%
LIN LINDE PLC 0.2%
Value ($000) $664 Shares 1,425 Est. Cost $444.55 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $654 Shares 3,639 Est. Cost $182.23 Unrealized 0.0%
LOW LOWES COS INC 0.2%
Value ($000) $651 Shares 2,792 Est. Cost $242.06 Unrealized 0.0%
STE STERIS PLC 0.2%
Value ($000) $645 Shares 2,844 Est. Cost $218.57 Unrealized 0.0%
SYK STRYKER CORPORATION 0.2%
Value ($000) $635 Shares 1,706 Est. Cost $377.08 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $622 Shares 1,991 Est. Cost $292.89 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $620 Shares 1,426 Est. Cost $394.28 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $614 Shares 2,823 Est. Cost $189.52 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $603 Shares 3,607 Est. Cost $150.48 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $596 Shares 1,335 Est. Cost $448.29 Unrealized 0.0%
GWW GRAINGER W W INC 0.2%
Value ($000) $576 Shares 583 Est. Cost $1025.88 Unrealized 0.0%
AZO AUTOZONE INC 0.2%
Value ($000) $572 Shares 150 Est. Cost $3450.47 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $571 Shares 124 Est. Cost $4749.08 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $566 Shares 2,060 Est. Cost $274.84 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.2%
Value ($000) $559 Shares 21,520 Est. Cost $26.75 Unrealized 0.0%
BLK BLACKROCK INC 0.2%
Value ($000) $558 Shares 590 Est. Cost $961.85 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $558 Shares 3,925 Est. Cost $129.79 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $548 Shares 8,077 Est. Cost $59.75 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $542 Shares 5,991 Est. Cost $90.54 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $533 Shares 3,810 Est. Cost $158.19 Unrealized 0.0%
TJX TJX COS INC NEW 0.2%
Value ($000) $530 Shares 4,350 Est. Cost $120.10 Unrealized 0.0%
DEI DOUGLAS EMMETT INC 0.2%
Value ($000) $522 Shares 32,611 Est. Cost $16.00 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $518 Shares 651 Est. Cost $192.75 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $511 Shares 1,516 Est. Cost $359.02 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $494 Shares 13,400 Est. Cost $35.04 Unrealized 0.0%
PPL PPL CORP 0.2%
Value ($000) $494 Shares 13,690 Est. Cost $32.92 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.2%
Value ($000) $494 Shares 24,315 Est. Cost $20.31 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $491 Shares 6,794 Est. Cost $106.29 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $485 Shares 4,946 Est. Cost $100.99 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $472 Shares 1,733 Est. Cost $255.81 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $471 Shares 4,585 Est. Cost $111.19 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $468 Shares 3,191 Est. Cost $168.35 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $461 Shares 927 Est. Cost $539.78 Unrealized 0.0%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $459 Shares 4,650 Est. Cost $98.70 Unrealized
CRAI CRA INTL INC 0.2%
Value ($000) $456 Shares 2,631 Est. Cost $183.30 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $445 Shares 724 Est. Cost $597.47 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $440 Shares 3,318 Est. Cost $125.48 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value ($000) $440 Shares 783 Est. Cost $526.53 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $423 Shares 3,547 Est. Cost $116.83 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $419 Shares 15,000 Est. Cost $27.96 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $411 Shares 3,029 Est. Cost $135.68 Unrealized
MTN VAIL RESORTS INC 0.1%
Value ($000) $382 Shares 2,387 Est. Cost $166.20 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $379 Shares 6,230 Est. Cost $65.69 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $366 Shares 14,453 Est. Cost $24.71 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NE 0.1%
Value ($000) $363 Shares 14,520 Est. Cost $32.53 Unrealized 0.0%
KKR KKR & CO INC 0.1%
Value ($000) $359 Shares 3,101 Est. Cost $136.88 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $358 Shares 4,438 Est. Cost $80.65 Unrealized
CDW CDW CORP 0.1%
Value ($000) $352 Shares 2,198 Est. Cost $179.25 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value ($000) $348 Shares 4,593 Est. Cost $77.78 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $345 Shares 10,095 Est. Cost $31.50 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $334 Shares 968 Est. Cost $313.31 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $333 Shares 2,170 Est. Cost $159.68 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $332 Shares 2,846 Est. Cost $125.91 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $331 Shares 562 Est. Cost $557.47 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $327 Shares 3,112 Est. Cost $96.79 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $318 Shares 653 Est. Cost $448.22 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $317 Shares 855 Est. Cost $370.82 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $309 Shares 5,249 Est. Cost $58.96 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $296 Shares 839 Est. Cost $381.06 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $291 Shares 1,221 Est. Cost $269.39 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $281 Shares 2,034 Est. Cost $123.63 Unrealized 0.0%
WSO WATSCO INC 0.1%
Value ($000) $280 Shares 551 Est. Cost $492.90 Unrealized 0.0%
ICLR ICON PLC 0.1%
Value ($000) $279 Shares 1,594 Est. Cost $193.87 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $279 Shares 1,629 Est. Cost $159.26 Unrealized 0.0%
PPG PPG INDS INC 0.1%
Value ($000) $268 Shares 2,453 Est. Cost $112.61 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $262 Shares 6,366 Est. Cost $41.21 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $252 Shares 1,218 Est. Cost $191.27 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $248 Shares 11,186 Est. Cost $20.85 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $246 Shares 4,105 Est. Cost $51.03 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $246 Shares 2,044 Est. Cost $113.71 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $244 Shares 4,190 Est. Cost $63.08 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $242 Shares 800 Est. Cost $276.25 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $241 Shares 3,075 Est. Cost $77.67 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $237 Shares 930 Est. Cost $278.09 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $232 Shares 1,172 Est. Cost $208.39 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $226 Shares 1,258 Est. Cost $186.79 Unrealized 0.0%
IWY ISHARES TR 0.1%
Value ($000) $225 Shares 1,065 Est. Cost $210.94 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $224 Shares 1,356 Est. Cost $180.58 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $220 Shares 2,283 Est. Cost $101.38 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $218 Shares 1,030 Est. Cost $198.41 Unrealized 0.0%
SLYG SPDR SER TR 0.1%
Value ($000) $216 Shares 2,608 Est. Cost $83.00 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $215 Shares 691 Est. Cost $287.24 Unrealized 0.0%
XPO XPO INC 0.1%
Value ($000) $215 Shares 2,000 Est. Cost $127.10 Unrealized 0.0%
PLD PROLOGIS INC. 0.1%
Value ($000) $212 Shares 1,898 Est. Cost $111.87 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $212 Shares 391 Est. Cost $542.38 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $210 Shares 4,338 Est. Cost $54.19 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $207 Shares 6,060 Est. Cost $34.14 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $206 Shares 1,023 Est. Cost $212.91 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $204 Shares 4,517 Est. Cost $46.93 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $203 Shares 1,700 Est. Cost $133.97 Unrealized 0.0%
FIHL FIDELIS INSURANCE HOLDINGS L 0.1%
Value ($000) $162 Shares 10,000 Est. Cost $15.81 Unrealized 0.0%