FIDUCIARY FAMILY OFFICE, LLC Diversified Active

CIK: 0002020280 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $305,351 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC 29.7%
Value ($000) $90,781 Shares 442,469 Est. Cost $230.61 Unrealized -12.7%
JEPI J P MORGAN EXCHANGE TRADED F 3.6%
Value ($000) $10,971 Shares 192,984 Est. Cost $57.14 Unrealized
NVDA NVIDIA CORPORATION 3.0%
Value ($000) $9,231 Shares 58,428 Est. Cost $124.03 Unrealized +1.4%
MSFT MICROSOFT CORP 2.9%
Value ($000) $8,765 Shares 17,622 Est. Cost $396.83 Unrealized +9.0%
GOOGL ALPHABET INC 2.0%
Value ($000) $6,137 Shares 34,823 Est. Cost $180.70 Unrealized -9.6%
VTV VANGUARD INDEX FDS 1.8%
Value ($000) $5,467 Shares 30,934 Est. Cost $176.74 Unrealized
META META PLATFORMS INC 1.6%
Value ($000) $4,983 Shares 6,751 Est. Cost $635.04 Unrealized -2.9%
AMZN AMAZON COM INC 1.5%
Value ($000) $4,459 Shares 20,326 Est. Cost $212.06 Unrealized -6.7%
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $4,128 Shares 14,238 Est. Cost $244.26 Unrealized +3.4%
AVGO BROADCOM INC 1.3%
Value ($000) $4,015 Shares 14,564 Est. Cost $209.82 Unrealized +2.9%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $3,896 Shares 21,390 Est. Cost $136.99 Unrealized +22.2%
V VISA INC 1.2%
Value ($000) $3,811 Shares 10,735 Est. Cost $336.32 Unrealized +3.2%
ORCL ORACLE CORP 1.2%
Value ($000) $3,639 Shares 16,645 Est. Cost $161.57 Unrealized -0.5%
VBR VANGUARD INDEX FDS 1.1%
Value ($000) $3,346 Shares 17,160 Est. Cost $186.29 Unrealized
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $3,014 Shares 37,621 Est. Cost $73.70 Unrealized -3.5%
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $3,005 Shares 5,290 Est. Cost $513.91 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $2,720 Shares 8,526 Est. Cost $292.46 Unrealized -4.5%
WMT WALMART INC 0.8%
Value ($000) $2,494 Shares 25,509 Est. Cost $92.95 Unrealized +2.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.8%
Value ($000) $2,441 Shares 44,056 Est. Cost $47.95 Unrealized -1.4%
KR KROGER CO 0.8%
Value ($000) $2,356 Shares 32,852 Est. Cost $62.27 Unrealized +9.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,335 Shares 4,806 Est. Cost $487.35 Unrealized +4.2%
VB VANGUARD INDEX FDS 0.8%
Value ($000) $2,334 Shares 9,851 Est. Cost $221.75 Unrealized
IWD ISHARES TR 0.7%
Value ($000) $2,287 Shares 11,774 Est. Cost $194.23 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $2,254 Shares 7,393 Est. Cost $269.77 Unrealized
FISV FISERV INC 0.6%
Value ($000) $1,904 Shares 11,046 Est. Cost $218.93 Unrealized -17.2%
HD HOME DEPOT INC 0.6%
Value ($000) $1,883 Shares 5,135 Est. Cost $380.72 Unrealized -6.5%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,855 Shares 3,003 Est. Cost $534.55 Unrealized
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,830 Shares 38,670 Est. Cost $43.45 Unrealized -4.6%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,795 Shares 1,813 Est. Cost $970.56 Unrealized +2.1%
BK BANK NEW YORK MELLON CORP 0.6%
Value ($000) $1,752 Shares 19,234 Est. Cost $82.56 Unrealized +1.7%
LLY ELI LILLY & CO 0.6%
Value ($000) $1,747 Shares 2,241 Est. Cost $802.22 Unrealized -3.6%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $1,729 Shares 2,476 Est. Cost $648.59 Unrealized -3.1%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $1,704 Shares 12,500 Est. Cost $87.82 Unrealized +33.6%
MCK MCKESSON CORP 0.5%
Value ($000) $1,668 Shares 2,276 Est. Cost $615.89 Unrealized +14.3%
ABBV ABBVIE INC 0.5%
Value ($000) $1,647 Shares 8,872 Est. Cost $189.39 Unrealized -3.6%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,563 Shares 5,229 Est. Cost $344.30 Unrealized -12.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,558 Shares 10,201 Est. Cost $152.28 Unrealized -0.9%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,521 Shares 5,434 Est. Cost $258.62 Unrealized
LRCX LAM RESEARCH CORP 0.5%
Value ($000) $1,519 Shares 15,603 Est. Cost $78.25 Unrealized +0.8%
TMUS T-MOBILE US INC 0.5%
Value ($000) $1,498 Shares 6,285 Est. Cost $243.03 Unrealized -0.6%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $1,449 Shares 13,486 Est. Cost $100.70 Unrealized +0.5%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,448 Shares 7,075 Est. Cost $195.16 Unrealized
RTX RTX CORPORATION 0.4%
Value ($000) $1,355 Shares 9,280 Est. Cost $125.40 Unrealized +5.1%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,325 Shares 8,319 Est. Cost $163.88 Unrealized -1.9%
KO COCA COLA CO 0.4%
Value ($000) $1,319 Shares 18,641 Est. Cost $65.39 Unrealized +6.7%
CNP CENTERPOINT ENERGY INC 0.4%
Value ($000) $1,309 Shares 35,616 Est. Cost $33.26 Unrealized +9.8%
VRT VERTIV HOLDINGS CO 0.4%
Value ($000) $1,307 Shares 10,181 Est. Cost $103.25 Unrealized -5.9%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1,283 Shares 5,201 Est. Cost $221.89 Unrealized +10.5%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,276 Shares 2,270 Est. Cost $542.01 Unrealized +1.7%
PEP PEPSICO INC 0.4%
Value ($000) $1,255 Shares 9,503 Est. Cost $141.19 Unrealized -7.2%
GOOG ALPHABET INC 0.4%
Value ($000) $1,250 Shares 7,046 Est. Cost $181.80 Unrealized -9.3%
APH AMPHENOL CORP NEW 0.4%
Value ($000) $1,249 Shares 12,648 Est. Cost $67.73 Unrealized +20.2%
GLPI GAMING & LEISURE PPTYS INC 0.4%
Value ($000) $1,229 Shares 26,327 Est. Cost $50.90 Unrealized
STE STERIS PLC 0.4%
Value ($000) $1,221 Shares 5,085 Est. Cost $224.40 Unrealized +3.3%
COF CAPITAL ONE FINL CORP 0.4%
Value ($000) $1,195 Shares 5,616 Est. Cost $185.44 Unrealized -0.2%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $1,194 Shares 22,618 Est. Cost $53.92 Unrealized -6.2%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,187 Shares 3,804 Est. Cost $499.48 Unrealized -24.9%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,087 Shares 2,799 Est. Cost $351.95 Unrealized -6.0%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $1,085 Shares 4,238 Est. Cost $239.35 Unrealized -2.6%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,069 Shares 15,407 Est. Cost $60.11 Unrealized +0.5%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,067 Shares 3,460 Est. Cost $295.41 Unrealized +2.4%
ADBE ADOBE INC 0.3%
Value ($000) $1,049 Shares 2,712 Est. Cost $424.41 Unrealized -9.2%
MRK MERCK & CO INC 0.3%
Value ($000) $1,031 Shares 13,028 Est. Cost $90.12 Unrealized -14.1%
UNP UNION PAC CORP 0.3%
Value ($000) $1,024 Shares 4,452 Est. Cost $235.40 Unrealized -7.2%
CMI CUMMINS INC 0.3%
Value ($000) $1,004 Shares 3,066 Est. Cost $346.08 Unrealized -11.7%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $992 Shares 10,631 Est. Cost $72.04 Unrealized +14.3%
EMR EMERSON ELEC CO 0.3%
Value ($000) $962 Shares 7,217 Est. Cost $118.79 Unrealized -4.4%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $918 Shares 4,197 Est. Cost $223.35 Unrealized -0.1%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $896 Shares 12,059 Est. Cost $77.71 Unrealized -12.1%
CRM SALESFORCE INC 0.3%
Value ($000) $892 Shares 3,270 Est. Cost $309.01 Unrealized -13.9%
RCL ROYAL CARIBBEAN GROUP 0.3%
Value ($000) $891 Shares 2,846 Est. Cost $233.26 Unrealized +1.2%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $825 Shares 9,075 Est. Cost $87.88 Unrealized +2.5%
IRM IRON MTN INC DEL 0.3%
Value ($000) $814 Shares 7,940 Est. Cost $93.15 Unrealized -1.3%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $812 Shares 11,701 Est. Cost $68.62 Unrealized -0.8%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $811 Shares 33,177 Est. Cost $22.08 Unrealized
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $808 Shares 8,407 Est. Cost $105.40 Unrealized -7.2%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $794 Shares 3,824 Est. Cost $181.84 Unrealized -4.2%
MCO MOODYS CORP 0.3%
Value ($000) $794 Shares 1,582 Est. Cost $461.00 Unrealized 0.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $786 Shares 6,342 Est. Cost $106.29 Unrealized -3.3%
INGR INGREDION INC 0.3%
Value ($000) $785 Shares 5,788 Est. Cost $132.08 Unrealized +2.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $772 Shares 7,160 Est. Cost $103.54 Unrealized +0.9%
MDT MEDTRONIC PLC 0.3%
Value ($000) $765 Shares 8,774 Est. Cost $87.19 Unrealized -4.2%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $754 Shares 2,672 Est. Cost $299.69 Unrealized -10.5%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $753 Shares 1,429 Est. Cost $507.58 Unrealized -2.2%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $746 Shares 3,262 Est. Cost $218.39 Unrealized +5.1%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $737 Shares 5,366 Est. Cost $157.12 Unrealized -13.3%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $735 Shares 127 Est. Cost $4757.24 Unrealized +7.1%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $716 Shares 3,799 Est. Cost $192.75 Unrealized -3.6%
AZO AUTOZONE INC 0.2%
Value ($000) $709 Shares 191 Est. Cost $3501.04 Unrealized +5.3%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $702 Shares 2,838 Est. Cost $250.34 Unrealized -5.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $690 Shares 1,489 Est. Cost $449.40 Unrealized +2.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $688 Shares 2,831 Est. Cost $231.86 Unrealized +1.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $679 Shares 4,740 Est. Cost $147.26 Unrealized -7.0%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $671 Shares 1,535 Est. Cost $359.45 Unrealized +9.3%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $666 Shares 14,391 Est. Cost $55.48 Unrealized -14.9%
SYK STRYKER CORPORATION 0.2%
Value ($000) $661 Shares 1,671 Est. Cost $377.08 Unrealized -1.5%
QSR RESTAURANT BRANDS INTL INC 0.2%
Value ($000) $645 Shares 9,726 Est. Cost $64.48 Unrealized +3.6%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $641 Shares 1,647 Est. Cost $394.59 Unrealized +0.5%
GWW GRAINGER W W INC 0.2%
Value ($000) $638 Shares 613 Est. Cost $1026.23 Unrealized +0.7%
PHM PULTE GROUP INC 0.2%
Value ($000) $626 Shares 5,932 Est. Cost $107.19 Unrealized -6.5%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $622 Shares 4,385 Est. Cost $111.19 Unrealized -2.1%
LIN LINDE PLC 0.2%
Value ($000) $620 Shares 1,322 Est. Cost $444.55 Unrealized +1.7%
NOW SERVICENOW INC 0.2%
Value ($000) $617 Shares 600 Est. Cost $192.75 Unrealized -2.1%
ABT ABBOTT LABS 0.2%
Value ($000) $610 Shares 4,486 Est. Cost $126.81 Unrealized +3.0%
CLX CLOROX CO DEL 0.2%
Value ($000) $607 Shares 5,059 Est. Cost $147.26 Unrealized -11.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $605 Shares 2,738 Est. Cost $189.52 Unrealized +11.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $600 Shares 13,952 Est. Cost $42.69 Unrealized -11.0%
BLK BLACKROCK INC 0.2%
Value ($000) $596 Shares 568 Est. Cost $961.85 Unrealized -3.0%
LOW LOWES COS INC 0.2%
Value ($000) $594 Shares 2,676 Est. Cost $242.06 Unrealized -8.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $591 Shares 8,761 Est. Cost $60.17 Unrealized +8.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $590 Shares 2,019 Est. Cost $293.04 Unrealized +3.6%
SYY SYSCO CORP 0.2%
Value ($000) $589 Shares 7,777 Est. Cost $71.30 Unrealized -0.3%
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $581 Shares 2,928 Est. Cost $207.27 Unrealized -5.8%
BX BLACKSTONE INC 0.2%
Value ($000) $577 Shares 3,855 Est. Cost $157.92 Unrealized -14.4%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $573 Shares 2,283 Est. Cost $205.97 Unrealized +10.2%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $553 Shares 3,191 Est. Cost $168.35 Unrealized -7.8%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $544 Shares 3,451 Est. Cost $194.00 Unrealized -22.4%
PPL PPL CORP 0.2%
Value ($000) $533 Shares 15,739 Est. Cost $33.06 Unrealized +3.0%
MS MORGAN STANLEY 0.2%
Value ($000) $516 Shares 3,664 Est. Cost $124.80 Unrealized -3.1%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $514 Shares 4,195 Est. Cost $104.22 Unrealized -2.8%
WDAY WORKDAY INC 0.2%
Value ($000) $498 Shares 2,074 Est. Cost $255.22 Unrealized -4.6%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $494 Shares 1,694 Est. Cost $255.81 Unrealized +6.5%
CRAI CRA INTL INC 0.2%
Value ($000) $493 Shares 2,631 Est. Cost $183.30 Unrealized -3.2%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $468 Shares 3,628 Est. Cost $129.79 Unrealized +1.5%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $462 Shares 1,520 Est. Cost $274.84 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $456 Shares 4,978 Est. Cost $100.99 Unrealized -15.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $443 Shares 6,297 Est. Cost $54.09 Unrealized -0.4%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $428 Shares 3,151 Est. Cost $135.68 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $421 Shares 17,370 Est. Cost $24.31 Unrealized -8.1%
CZR CAESARS ENTERTAINMENT INC NE 0.1%
Value ($000) $421 Shares 14,820 Est. Cost $32.42 Unrealized -16.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $418 Shares 3,384 Est. Cost $120.10 Unrealized +4.8%
KKR KKR & CO INC 0.1%
Value ($000) $418 Shares 3,139 Est. Cost $136.64 Unrealized -14.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $412 Shares 1,015 Est. Cost $529.14 Unrealized -21.2%
NDAQ NASDAQ INC 0.1%
Value ($000) $411 Shares 4,593 Est. Cost $77.78 Unrealized +1.8%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $410 Shares 15,483 Est. Cost $27.91 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $409 Shares 4,482 Est. Cost $79.39 Unrealized +4.7%
CDW CDW CORP 0.1%
Value ($000) $393 Shares 2,198 Est. Cost $179.25 Unrealized -6.2%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $392 Shares 770 Est. Cost $381.06 Unrealized +13.8%
DOV DOVER CORP 0.1%
Value ($000) $376 Shares 2,052 Est. Cost $172.70 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $375 Shares 855 Est. Cost $370.82 Unrealized
INTU INTUIT 0.1%
Value ($000) $356 Shares 452 Est. Cost $597.47 Unrealized +12.9%
CB CHUBB LIMITED 0.1%
Value ($000) $340 Shares 1,175 Est. Cost $279.67 Unrealized +2.6%
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $335 Shares 3,190 Est. Cost $98.70 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $327 Shares 5,249 Est. Cost $58.96 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $317 Shares 1,907 Est. Cost $147.88 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $316 Shares 653 Est. Cost $448.22 Unrealized +3.9%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $310 Shares 9,389 Est. Cost $31.50 Unrealized +4.8%
GPC GENUINE PARTS CO 0.1%
Value ($000) $309 Shares 2,546 Est. Cost $116.83 Unrealized +0.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $296 Shares 5,045 Est. Cost $51.94 Unrealized +7.7%
EOG EOG RES INC 0.1%
Value ($000) $295 Shares 2,464 Est. Cost $112.08 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $286 Shares 2,158 Est. Cost $124.07 Unrealized +5.8%
QTUM ETF SER SOLUTIONS 0.1%
Value ($000) $285 Shares 3,100 Est. Cost $91.82 Unrealized
VICI VICI PPTYS INC 0.1%
Value ($000) $280 Shares 8,577 Est. Cost $30.52 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $280 Shares 4,075 Est. Cost $27.31 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $279 Shares 871 Est. Cost $313.31 Unrealized +4.5%
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $275 Shares 5,351 Est. Cost $65.69 Unrealized -21.8%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $274 Shares 890 Est. Cost $278.09 Unrealized +4.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $271 Shares 7,605 Est. Cost $35.04 Unrealized -3.2%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $269 Shares 6,366 Est. Cost $41.21 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $266 Shares 2,961 Est. Cost $96.79 Unrealized -9.1%
HSY HERSHEY CO 0.1%
Value ($000) $266 Shares 1,600 Est. Cost $159.26 Unrealized +1.5%
ARKK ARK ETF TR 0.1%
Value ($000) $263 Shares 3,745 Est. Cost $70.29 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $263 Shares 1,065 Est. Cost $210.94 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $259 Shares 391 Est. Cost $542.38 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $254 Shares 8,705 Est. Cost $29.21 Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $250 Shares 1,694 Est. Cost $140.89 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $246 Shares 11,186 Est. Cost $20.85 Unrealized -4.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $238 Shares 1,181 Est. Cost $191.27 Unrealized +2.9%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $235 Shares 861 Est. Cost $269.39 Unrealized -7.5%
ETN EATON CORP PLC 0.1%
Value ($000) $234 Shares 656 Est. Cost $306.71 Unrealized 0.0%
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $231 Shares 2,608 Est. Cost $83.00 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $225 Shares 1,700 Est. Cost $133.97 Unrealized -5.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $224 Shares 6,637 Est. Cost $39.90 Unrealized -14.9%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $224 Shares 1,959 Est. Cost $113.71 Unrealized -2.5%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $223 Shares 4,517 Est. Cost $46.93 Unrealized
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $222 Shares 1,269 Est. Cost $172.36 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $221 Shares 390 Est. Cost $557.47 Unrealized +0.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $218 Shares 1,067 Est. Cost $185.70 Unrealized 0.0%
AXTA AXALTA COATING SYS LTD 0.1%
Value ($000) $211 Shares 7,098 Est. Cost $31.14 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.1%
Value ($000) $210 Shares 1,597 Est. Cost $122.56 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $209 Shares 496 Est. Cost $415.08 Unrealized 0.0%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $208 Shares 1,036 Est. Cost $184.35 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $205 Shares 1,285 Est. Cost $159.68 Unrealized -9.2%
IJH ISHARES TR 0.1%
Value ($000) $203 Shares 3,275 Est. Cost $63.08 Unrealized
HEI HEICO CORP NEW 0.1%
Value ($000) $201 Shares 612 Est. Cost $276.67 Unrealized 0.0%
DEI DOUGLAS EMMETT INC 0.1%
Value ($000) $168 Shares 11,175 Est. Cost $16.00 Unrealized
FIHL FIDELIS INSURANCE HOLDINGS L 0.1%
Value ($000) $166 Shares 10,000 Est. Cost $15.81 Unrealized +4.3%