D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $309,714 (100.0% shares, 0.0% debt)

Holdings (181)

JCPB J P MORGAN EXCHANGE TRADED F 18.7%
Value ($000) $57,906 Shares 1,231,002 Est. Cost $49.07 Unrealized
SCHX SCHWAB STRATEGIC TR 8.2%
Value ($000) $25,498 Shares 1,154,808 Est. Cost $35.17 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 5.1%
Value ($000) $15,920 Shares 82,066 Est. Cost $155.17 Unrealized
SCHB SCHWAB STRATEGIC TR 3.4%
Value ($000) $10,382 Shares 482,232 Est. Cost $35.07 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $9,287 Shares 41,808 Est. Cost $105.26 Unrealized +119.2%
VO VANGUARD INDEX FDS 2.3%
Value ($000) $7,116 Shares 27,515 Est. Cost $262.52 Unrealized
DFAI DIMENSIONAL ETF TRUST 2.3%
Value ($000) $6,989 Shares 223,795 Est. Cost $25.21 Unrealized
BSTP INNOVATOR ETFS TRUST 2.0%
Value ($000) $6,150 Shares 190,120 Est. Cost $30.20 Unrealized
SCHG SCHWAB STRATEGIC TR 2.0%
Value ($000) $6,043 Shares 241,353 Est. Cost $41.59 Unrealized
SCHD SCHWAB STRATEGIC TR 1.8%
Value ($000) $5,480 Shares 196,010 Est. Cost $36.65 Unrealized
DKS DICKS SPORTING GOODS INC 1.7%
Value ($000) $5,411 Shares 26,844 Est. Cost $96.66 Unrealized +125.7%
ZALT INNOVATOR ETFS TRUST 1.7%
Value ($000) $5,390 Shares 181,050 Est. Cost $28.33 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.7%
Value ($000) $5,120 Shares 16,759 Est. Cost $102.19 Unrealized +189.1%
VTI VANGUARD INDEX FDS 1.5%
Value ($000) $4,635 Shares 16,863 Est. Cost $152.95 Unrealized
VOO VANGUARD INDEX FDS 1.4%
Value ($000) $4,396 Shares 8,553 Est. Cost $306.39 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $4,285 Shares 54,278 Est. Cost $78.84 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $4,045 Shares 10,775 Est. Cost $128.39 Unrealized +215.5%
AMZN AMAZON COM INC 1.3%
Value ($000) $4,029 Shares 21,177 Est. Cost $121.85 Unrealized +78.1%
IBUF INNOVATOR ETFS TRUST 1.3%
Value ($000) $3,881 Shares 146,335 Est. Cost $25.91 Unrealized
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $3,225 Shares 15,618 Est. Cost $112.81 Unrealized
GLD SPDR GOLD TR 1.0%
Value ($000) $3,130 Shares 10,863 Est. Cost $176.88 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $3,046 Shares 5,285 Est. Cost $267.90 Unrealized +140.1%
WMT WALMART INC 1.0%
Value ($000) $2,998 Shares 34,150 Est. Cost $51.12 Unrealized +81.8%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $2,936 Shares 27,086 Est. Cost $96.00 Unrealized +32.0%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2,750 Shares 2,907 Est. Cost $279.69 Unrealized +247.0%
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,576 Shares 130,233 Est. Cost $26.91 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $2,116 Shares 13,681 Est. Cost $126.78 Unrealized +42.5%
XLC SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,113 Shares 21,911 Est. Cost $87.49 Unrealized
RH RH 0.7%
Value ($000) $2,077 Shares 8,859 Est. Cost $238.87 Unrealized +44.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,022 Shares 3,797 Est. Cost $214.60 Unrealized +126.5%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,805 Shares 15,179 Est. Cost $53.95 Unrealized +98.7%
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,768 Shares 67,476 Est. Cost $37.88 Unrealized
SCHO SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,633 Shares 67,102 Est. Cost $37.23 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,563 Shares 31,379 Est. Cost $43.15 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,556 Shares 2,782 Est. Cost $520.46 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,505 Shares 4,106 Est. Cost $177.82 Unrealized +114.1%
KO COCA COLA CO 0.5%
Value ($000) $1,487 Shares 20,758 Est. Cost $42.16 Unrealized +54.1%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.5%
Value ($000) $1,422 Shares 24,816 Est. Cost $51.60 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,388 Shares 2,533 Est. Cost $214.67 Unrealized +152.5%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,343 Shares 3,608 Est. Cost $211.57 Unrealized +78.2%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,277 Shares 13,015 Est. Cost $68.35 Unrealized +47.8%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $1,266 Shares 22,985 Est. Cost $48.81 Unrealized +10.5%
CSX CSX CORP 0.4%
Value ($000) $1,241 Shares 42,180 Est. Cost $30.80 Unrealized +1.6%
SSD SIMPSON MFG INC 0.4%
Value ($000) $1,202 Shares 7,650 Est. Cost $96.14 Unrealized +69.6%
NKE NIKE INC 0.4%
Value ($000) $1,182 Shares 18,618 Est. Cost $90.64 Unrealized -20.5%
JJSF J & J SNACK FOODS CORP 0.4%
Value ($000) $1,175 Shares 8,923 Est. Cost $138.51 Unrealized -5.7%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,140 Shares 6,817 Est. Cost $98.01 Unrealized +53.5%
TSLA TESLA INC 0.4%
Value ($000) $1,132 Shares 4,367 Est. Cost $231.13 Unrealized +44.2%
GGG GRACO INC 0.4%
Value ($000) $1,107 Shares 13,252 Est. Cost $64.12 Unrealized +30.2%
ETN EATON CORP PLC 0.4%
Value ($000) $1,104 Shares 4,061 Est. Cost $86.20 Unrealized +257.9%
ATR APTARGROUP INC 0.4%
Value ($000) $1,085 Shares 7,315 Est. Cost $112.80 Unrealized +31.5%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,085 Shares 3,474 Est. Cost $160.03 Unrealized +83.0%
WMB WILLIAMS COS INC 0.3%
Value ($000) $1,063 Shares 17,793 Est. Cost $26.99 Unrealized +105.4%
SJM SMUCKER J M CO 0.3%
Value ($000) $1,018 Shares 8,595 Est. Cost $114.76 Unrealized -9.1%
FDS FACTSET RESH SYS INC 0.3%
Value ($000) $1,008 Shares 2,218 Est. Cost $365.15 Unrealized +23.3%
RTX RTX CORPORATION 0.3%
Value ($000) $963 Shares 7,273 Est. Cost $60.93 Unrealized +104.8%
QCOM QUALCOMM INC 0.3%
Value ($000) $959 Shares 6,244 Est. Cost $59.61 Unrealized +167.9%
ORI OLD REP INTL CORP 0.3%
Value ($000) $947 Shares 24,136 Est. Cost $20.60 Unrealized +63.6%
EME EMCOR GROUP INC 0.3%
Value ($000) $927 Shares 2,509 Est. Cost $117.39 Unrealized +267.9%
CACI CACI INTL INC 0.3%
Value ($000) $914 Shares 2,490 Est. Cost $278.34 Unrealized +37.5%
V VISA INC 0.3%
Value ($000) $907 Shares 2,589 Est. Cost $156.96 Unrealized +114.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $873 Shares 1,953 Est. Cost $292.49 Unrealized +53.3%
LFUS LITTELFUSE INC 0.3%
Value ($000) $871 Shares 4,427 Est. Cost $225.30 Unrealized +1.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $863 Shares 5,201 Est. Cost $111.18 Unrealized +37.1%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $857 Shares 1,829 Est. Cost $196.75 Unrealized
TRMB TRIMBLE INC 0.3%
Value ($000) $823 Shares 12,542 Est. Cost $58.59 Unrealized +22.7%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $814 Shares 4,632 Est. Cost $107.46 Unrealized +70.6%
GLW CORNING INC 0.3%
Value ($000) $812 Shares 17,727 Est. Cost $27.30 Unrealized +77.9%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $804 Shares 3,276 Est. Cost $167.01 Unrealized +50.2%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $799 Shares 4,612 Est. Cost $171.28 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $798 Shares 1 Est. Cost $284799.47 Unrealized +156.1%
PPG PPG INDS INC 0.3%
Value ($000) $790 Shares 7,222 Est. Cost $98.26 Unrealized +14.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $786 Shares 3,243 Est. Cost $77.75 Unrealized +198.2%
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $755 Shares 13,342 Est. Cost $38.36 Unrealized +55.0%
VMI VALMONT INDS INC 0.2%
Value ($000) $755 Shares 2,644 Est. Cost $303.51 Unrealized +7.4%
AVGO BROADCOM INC 0.2%
Value ($000) $754 Shares 4,501 Est. Cost $157.49 Unrealized +33.2%
SON SONOCO PRODS CO 0.2%
Value ($000) $749 Shares 15,847 Est. Cost $51.55 Unrealized -12.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $716 Shares 11,608 Est. Cost $32.05 Unrealized +87.5%
UNP UNION PAC CORP 0.2%
Value ($000) $712 Shares 3,014 Est. Cost $187.06 Unrealized +25.9%
CMI CUMMINS INC 0.2%
Value ($000) $706 Shares 2,252 Est. Cost $201.26 Unrealized +72.0%
SCCO SOUTHERN COPPER CORP 0.2%
Value ($000) $703 Shares 7,522 Est. Cost $48.54 Unrealized +82.2%
PEP PEPSICO INC 0.2%
Value ($000) $689 Shares 4,596 Est. Cost $129.48 Unrealized +10.8%
IVV ISHARES TR 0.2%
Value ($000) $673 Shares 1,197 Est. Cost $509.62 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $666 Shares 9,055 Est. Cost $67.42 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $650 Shares 3,916 Est. Cost $98.24 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $611 Shares 3,585 Est. Cost $154.27 Unrealized +6.3%
NOW SERVICENOW INC 0.2%
Value ($000) $599 Shares 752 Est. Cost $104.65 Unrealized +84.2%
WMS ADVANCED DRAIN SYS INC DEL 0.2%
Value ($000) $594 Shares 5,464 Est. Cost $148.28 Unrealized -21.8%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $591 Shares 6,323 Est. Cost $83.25 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $571 Shares 6,277 Est. Cost $87.42 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $557 Shares 1,120 Est. Cost $430.88 Unrealized +25.3%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $557 Shares 4,564 Est. Cost $67.89 Unrealized +62.8%
DTH WISDOMTREE TR 0.2%
Value ($000) $554 Shares 13,057 Est. Cost $42.46 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $547 Shares 1,302 Est. Cost $424.22 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $538 Shares 1,109 Est. Cost $289.75 Unrealized +60.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $534 Shares 11,779 Est. Cost $33.96 Unrealized +16.5%
CBRE CBRE GROUP INC 0.2%
Value ($000) $521 Shares 3,983 Est. Cost $130.93 Unrealized +3.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $521 Shares 3,280 Est. Cost $82.40 Unrealized +66.3%
CAVA CAVA GROUP INC 0.2%
Value ($000) $518 Shares 5,999 Est. Cost $108.42 Unrealized 0.0%
CPRT COPART INC 0.2%
Value ($000) $506 Shares 8,947 Est. Cost $36.36 Unrealized +54.8%
FISV FISERV INC 0.2%
Value ($000) $498 Shares 2,257 Est. Cost $151.37 Unrealized +44.6%
NFLX NETFLIX INC 0.2%
Value ($000) $494 Shares 530 Est. Cost $70.86 Unrealized +34.2%
SHAK SHAKE SHACK INC 0.2%
Value ($000) $470 Shares 5,329 Est. Cost $108.51 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $463 Shares 2,345 Est. Cost $197.46 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $461 Shares 1,814 Est. Cost $287.95 Unrealized -3.4%
IWF ISHARES TR 0.1%
Value ($000) $460 Shares 1,275 Est. Cost $175.31 Unrealized
TTC TORO CO 0.1%
Value ($000) $460 Shares 6,321 Est. Cost $98.87 Unrealized -20.0%
SYY SYSCO CORP 0.1%
Value ($000) $458 Shares 6,100 Est. Cost $51.91 Unrealized +37.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $441 Shares 8,792 Est. Cost $54.38 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $425 Shares 2,755 Est. Cost $101.21 Unrealized +41.5%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $424 Shares 1,258 Est. Cost $87.83 Unrealized +308.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $419 Shares 847 Est. Cost $244.92 Unrealized +125.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $399 Shares 4,854 Est. Cost $67.45 Unrealized +20.1%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $398 Shares 17,202 Est. Cost $37.84 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $397 Shares 7,590 Est. Cost $51.28 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $394 Shares 202 Est. Cost $1587.40 Unrealized +25.0%
HDB HDFC BANK LTD 0.1%
Value ($000) $392 Shares 5,893 Est. Cost $55.97 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $385 Shares 4,716 Est. Cost $72.98 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $375 Shares 805 Est. Cost $236.20 Unrealized +102.6%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $369 Shares 1,304 Est. Cost $173.35 Unrealized +41.5%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $360 Shares 1,556 Est. Cost $194.63 Unrealized +12.2%
ASML ASML HOLDING N V 0.1%
Value ($000) $356 Shares 538 Est. Cost $571.70 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $356 Shares 5,119 Est. Cost $38.47 Unrealized
NVRI ENVIRI CORP 0.1%
Value ($000) $353 Shares 53,026 Est. Cost $15.80 Unrealized -50.3%
PLOW DOUGLAS DYNAMICS INC 0.1%
Value ($000) $346 Shares 14,895 Est. Cost $34.20 Unrealized -26.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $343 Shares 1,641 Est. Cost $193.09 Unrealized +6.7%
LLY ELI LILLY & CO 0.1%
Value ($000) $325 Shares 394 Est. Cost $803.92 Unrealized +2.8%
SRE SEMPRA 0.1%
Value ($000) $323 Shares 4,530 Est. Cost $68.51 Unrealized +10.2%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $315 Shares 3,481 Est. Cost $90.54 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $314 Shares 848 Est. Cost $178.59 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $314 Shares 951 Est. Cost $317.87 Unrealized +10.7%
TRU TRANSUNION 0.1%
Value ($000) $310 Shares 3,735 Est. Cost $89.52 Unrealized +1.5%
BLK BLACKROCK INC 0.1%
Value ($000) $309 Shares 327 Est. Cost $991.05 Unrealized -2.9%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $304 Shares 5,174 Est. Cost $57.99 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $303 Shares 1,941 Est. Cost $141.22 Unrealized +29.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $298 Shares 956 Est. Cost $310.01 Unrealized +12.7%
IWM ISHARES TR 0.1%
Value ($000) $286 Shares 1,432 Est. Cost $218.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $266 Shares 1,821 Est. Cost $154.05 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $264 Shares 3,132 Est. Cost $59.75 Unrealized +47.0%
GLOB GLOBANT S A 0.1%
Value ($000) $263 Shares 2,235 Est. Cost $177.99 Unrealized +0.8%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $262 Shares 3,018 Est. Cost $63.54 Unrealized +50.7%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $262 Shares 1,144 Est. Cost $200.55 Unrealized +13.4%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $261 Shares 1,457 Est. Cost $137.65 Unrealized +35.7%
WPC WP CAREY INC 0.1%
Value ($000) $258 Shares 4,088 Est. Cost $68.40 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $257 Shares 2,456 Est. Cost $82.91 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $256 Shares 1,073 Est. Cost $236.12 Unrealized +14.1%
PCAR PACCAR INC 0.1%
Value ($000) $253 Shares 2,600 Est. Cost $67.63 Unrealized +52.2%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $247 Shares 932 Est. Cost $223.78 Unrealized
BJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $246 Shares 5,695 Est. Cost $31.24 Unrealized
BUFB INNOVATOR ETFS TRUST 0.1%
Value ($000) $246 Shares 7,818 Est. Cost $26.25 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $240 Shares 1,013 Est. Cost $239.35 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $236 Shares 1,152 Est. Cost $216.97 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $236 Shares 3,156 Est. Cost $54.41 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $234 Shares 1,119 Est. Cost $189.39 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $234 Shares 461 Est. Cost $271.35 Unrealized +87.1%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $231 Shares 9,876 Est. Cost $41.84 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $231 Shares 6,746 Est. Cost $37.94 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $230 Shares 2,922 Est. Cost $80.78 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $223 Shares 4,377 Est. Cost $51.82 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $219 Shares 2,445 Est. Cost $115.66 Unrealized -22.1%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $219 Shares 4,791 Est. Cost $52.00 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $219 Shares 3,707 Est. Cost $58.96 Unrealized
BALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $217 Shares 6,929 Est. Cost $31.42 Unrealized
KRG KITE RLTY GROUP TR 0.1%
Value ($000) $217 Shares 9,712 Est. Cost $21.05 Unrealized
MNRO MONRO INC 0.1%
Value ($000) $216 Shares 14,956 Est. Cost $52.02 Unrealized -63.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $216 Shares 1,254 Est. Cost $162.09 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $215 Shares 396 Est. Cost $524.98 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 0.1%
Value ($000) $215 Shares 5,400 Est. Cost $36.36 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $214 Shares 3,566 Est. Cost $51.03 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $211 Shares 3,756 Est. Cost $57.09 Unrealized -7.6%
FOXF FOX FACTORY HLDG CORP 0.1%
Value ($000) $210 Shares 9,009 Est. Cost $41.26 Unrealized -35.1%
BHP BHP GROUP LTD 0.1%
Value ($000) $210 Shares 4,319 Est. Cost $49.39 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $208 Shares 381 Est. Cost $548.11 Unrealized +7.8%
WFG WEST FRASER TIMBER CO LTD 0.1%
Value ($000) $206 Shares 2,684 Est. Cost $87.24 Unrealized -5.7%
AMGN AMGEN INC 0.1%
Value ($000) $206 Shares 660 Est. Cost $287.24 Unrealized 0.0%
PYLD PIMCO ETF TR 0.1%
Value ($000) $205 Shares 7,762 Est. Cost $26.35 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $203 Shares 6,541 Est. Cost $30.99 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $203 Shares 2,855 Est. Cost $74.53 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $201 Shares 4,536 Est. Cost $41.39 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $85 Shares 10,300 Est. Cost $12.02 Unrealized -15.4%
AIM IMMUNOTECH INC 0.0%
Value ($000) $1 Shares 12,050 Est. Cost $0.67 Unrealized