Wescott Financial Advisory Group, LLC Diversified Active

CIK: 0001864880 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $1,114,609 (100.0% shares, 0.0% debt)

Holdings (177)

VOO VANGUARD INDEX FDS 16.1%
Value ($000) $179,743 Shares 293,516 Est. Cost $438.83 Unrealized
QQQ INVESCO QQQ TR 7.9%
Value ($000) $88,134 Shares 146,799 Est. Cost $332.69 Unrealized
VTES VANGUARD WELLINGTON FD 5.8%
Value ($000) $64,840 Shares 636,155 Est. Cost $100.52 Unrealized
IWP ISHARES TR 4.3%
Value ($000) $48,168 Shares 338,238 Est. Cost $122.72 Unrealized
IEFA ISHARES TR 4.1%
Value ($000) $46,169 Shares 528,789 Est. Cost $69.88 Unrealized
IVV ISHARES TR 4.1%
Value ($000) $46,116 Shares 68,902 Est. Cost $473.12 Unrealized
DFIS DIMENSIONAL ETF TRUST 3.7%
Value ($000) $41,755 Shares 1,320,123 Est. Cost $25.16 Unrealized
IEMG ISHARES INC 3.7%
Value ($000) $41,216 Shares 625,249 Est. Cost $51.89 Unrealized
DFUV DIMENSIONAL ETF TRUST 3.4%
Value ($000) $37,982 Shares 849,891 Est. Cost $31.78 Unrealized
IWB ISHARES TR 2.9%
Value ($000) $32,346 Shares 88,503 Est. Cost $211.84 Unrealized
IWS ISHARES TR 2.6%
Value ($000) $29,363 Shares 210,228 Est. Cost $98.08 Unrealized
DFGR DIMENSIONAL ETF TRUST 2.4%
Value ($000) $26,491 Shares 969,998 Est. Cost $24.44 Unrealized
BIV VANGUARD BD INDEX FDS 2.3%
Value ($000) $26,032 Shares 333,353 Est. Cost $76.12 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.2%
Value ($000) $24,440 Shares 305,773 Est. Cost $77.18 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.7%
Value ($000) $19,448 Shares 421,688 Est. Cost $32.64 Unrealized
DFLV DIMENSIONAL ETF TRUST 1.7%
Value ($000) $19,276 Shares 585,903 Est. Cost $28.36 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $15,582 Shares 61,196 Est. Cost $151.73 Unrealized +48.7%
DFAE DIMENSIONAL ETF TRUST 1.3%
Value ($000) $14,972 Shares 474,837 Est. Cost $23.96 Unrealized
MRK MERCK & CO INC 1.2%
Value ($000) $13,069 Shares 155,714 Est. Cost $75.36 Unrealized +7.5%
DFAS DIMENSIONAL ETF TRUST 1.1%
Value ($000) $12,307 Shares 179,768 Est. Cost $57.33 Unrealized
IJH ISHARES TR 1.0%
Value ($000) $10,959 Shares 167,929 Est. Cost $88.03 Unrealized
IVW ISHARES TR 0.9%
Value ($000) $10,583 Shares 87,668 Est. Cost $78.31 Unrealized
AGG ISHARES TR 0.9%
Value ($000) $10,152 Shares 101,271 Est. Cost $97.68 Unrealized
ISTB ISHARES TR 0.9%
Value ($000) $9,650 Shares 197,582 Est. Cost $47.71 Unrealized
SPTS SPDR SERIES TRUST 0.7%
Value ($000) $7,966 Shares 271,676 Est. Cost $28.95 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $7,775 Shares 37,649 Est. Cost $160.26 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $7,542 Shares 10 Est. Cost $729330.75 Unrealized -0.3%
VXUS VANGUARD STAR FDS 0.6%
Value ($000) $7,239 Shares 98,545 Est. Cost $60.32 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $7,140 Shares 9,358 Est. Cost $459.74 Unrealized +61.4%
MSFT MICROSOFT CORP 0.6%
Value ($000) $6,743 Shares 13,019 Est. Cost $393.44 Unrealized +29.3%
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $6,673 Shares 13,913 Est. Cost $287.59 Unrealized
VO VANGUARD INDEX FDS 0.6%
Value ($000) $6,277 Shares 21,368 Est. Cost $235.87 Unrealized
ACWI ISHARES TR 0.5%
Value ($000) $5,888 Shares 42,593 Est. Cost $104.87 Unrealized
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $5,584 Shares 18,587 Est. Cost $224.21 Unrealized +23.1%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $5,549 Shares 16,909 Est. Cost $284.37 Unrealized
SUSB ISHARES TR 0.5%
Value ($000) $5,547 Shares 219,163 Est. Cost $25.26 Unrealized
LRGF ISHARES TR 0.5%
Value ($000) $5,447 Shares 78,844 Est. Cost $38.01 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $5,307 Shares 10,557 Est. Cost $374.05 Unrealized +29.5%
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $5,266 Shares 87,889 Est. Cost $48.27 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $4,630 Shares 38,967 Est. Cost $105.96 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $4,253 Shares 22,806 Est. Cost $147.89 Unrealized
IXUS ISHARES TR 0.3%
Value ($000) $3,810 Shares 46,142 Est. Cost $65.63 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.3%
Value ($000) $3,798 Shares 79,150 Est. Cost $47.81 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $3,678 Shares 32,995 Est. Cost $109.35 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,610 Shares 19,468 Est. Cost $139.68 Unrealized +21.4%
SPYM SPDR SERIES TRUST 0.3%
Value ($000) $3,541 Shares 45,202 Est. Cost $51.24 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $3,536 Shares 23,011 Est. Cost $127.45 Unrealized +21.5%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $3,288 Shares 41,668 Est. Cost $76.60 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,048 Shares 102,820 Est. Cost $43.62 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $2,976 Shares 6,354 Est. Cost $250.05 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $2,963 Shares 35,711 Est. Cost $83.74 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $2,809 Shares 54,785 Est. Cost $50.64 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,721 Shares 24,135 Est. Cost $98.12 Unrealized +11.8%
ESGE ISHARES INC 0.2%
Value ($000) $2,701 Shares 62,196 Est. Cost $31.23 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,521 Shares 42,830 Est. Cost $57.96 Unrealized
MMM 3M CO 0.2%
Value ($000) $2,444 Shares 15,752 Est. Cost $86.79 Unrealized +76.4%
META META PLATFORMS INC 0.2%
Value ($000) $2,325 Shares 3,166 Est. Cost $268.43 Unrealized +176.9%
NUSC NUSHARES ETF TR 0.2%
Value ($000) $2,245 Shares 50,899 Est. Cost $39.58 Unrealized
ESML ISHARES TR 0.2%
Value ($000) $2,201 Shares 48,819 Est. Cost $37.89 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,162 Shares 59,483 Est. Cost $25.94 Unrealized
CSL CARLISLE COS INC 0.2%
Value ($000) $2,107 Shares 6,406 Est. Cost $363.38 Unrealized +4.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $2,095 Shares 2,630 Est. Cost $321.87 Unrealized +128.3%
SUSA ISHARES TR 0.2%
Value ($000) $2,012 Shares 14,834 Est. Cost $103.41 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $1,939 Shares 25,270 Est. Cost $64.88 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,789 Shares 9,588 Est. Cost $121.22 Unrealized +43.8%
EAGG ISHARES TR 0.2%
Value ($000) $1,719 Shares 35,788 Est. Cost $48.67 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,699 Shares 15,380 Est. Cost $140.89 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $1,653 Shares 31,163 Est. Cost $50.50 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $1,615 Shares 8,632 Est. Cost $194.24 Unrealized -7.5%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1,587 Shares 5,403 Est. Cost $284.40 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $1,538 Shares 16,161 Est. Cost $70.91 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $1,496 Shares 14,014 Est. Cost $104.36 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1,494 Shares 8,560 Est. Cost $149.12 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,490 Shares 32,562 Est. Cost $26.59 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1,448 Shares 5,957 Est. Cost $141.02 Unrealized +48.3%
ITOT ISHARES TR 0.1%
Value ($000) $1,393 Shares 9,567 Est. Cost $100.37 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,375 Shares 5,279 Est. Cost $160.33 Unrealized +66.8%
SPSB SPDR SERIES TRUST 0.1%
Value ($000) $1,307 Shares 43,142 Est. Cost $30.11 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,272 Shares 17,829 Est. Cost $61.86 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $1,270 Shares 11,148 Est. Cost $103.70 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,235 Shares 3,860 Est. Cost $274.71 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $1,215 Shares 13,065 Est. Cost $77.91 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $1,198 Shares 3,983 Est. Cost $161.54 Unrealized +68.8%
NULG NUSHARES ETF TR 0.1%
Value ($000) $1,192 Shares 11,984 Est. Cost $70.30 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,173 Shares 1,760 Est. Cost $455.98 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,167 Shares 3,700 Est. Cost $168.86 Unrealized +75.3%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $1,160 Shares 3,768 Est. Cost $236.69 Unrealized
SLQD ISHARES TR 0.1%
Value ($000) $1,141 Shares 22,452 Est. Cost $49.36 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,114 Shares 1,203 Est. Cost $781.69 Unrealized +22.4%
COR CENCORA INC 0.1%
Value ($000) $1,097 Shares 3,509 Est. Cost $169.11 Unrealized +73.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,037 Shares 2,077 Est. Cost $408.55 Unrealized +9.7%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,029 Shares 4,215 Est. Cost $158.45 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $1,019 Shares 14,006 Est. Cost $36.23 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $999 Shares 2,484 Est. Cost $235.37 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $957 Shares 17,693 Est. Cost $51.97 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $946 Shares 21,588 Est. Cost $38.17 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $932 Shares 8,137 Est. Cost $112.60 Unrealized +3.9%
IUSG ISHARES TR 0.1%
Value ($000) $930 Shares 5,654 Est. Cost $90.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $908 Shares 3,730 Est. Cost $155.73 Unrealized +34.8%
TSLA TESLA INC 0.1%
Value ($000) $893 Shares 2,008 Est. Cost $278.85 Unrealized +24.4%
AMZN AMAZON COM INC 0.1%
Value ($000) $834 Shares 3,799 Est. Cost $158.60 Unrealized +42.7%
NUDM NUSHARES ETF TR 0.1%
Value ($000) $819 Shares 21,762 Est. Cost $30.74 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $805 Shares 16,273 Est. Cost $49.51 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $801 Shares 15,531 Est. Cost $26.09 Unrealized +85.3%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $762 Shares 3,650 Est. Cost $177.36 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $715 Shares 1,694 Est. Cost $148.95 Unrealized +186.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $703 Shares 1,153 Est. Cost $451.35 Unrealized +24.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $698 Shares 2,472 Est. Cost $141.14 Unrealized +83.9%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $695 Shares 2,733 Est. Cost $212.44 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $675 Shares 4,031 Est. Cost $90.97 Unrealized +69.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $663 Shares 4,267 Est. Cost $148.18 Unrealized +2.8%
GLD SPDR GOLD TR 0.1%
Value ($000) $636 Shares 1,788 Est. Cost $219.95 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $629 Shares 1,908 Est. Cost $200.08 Unrealized +52.8%
IWD ISHARES TR 0.1%
Value ($000) $624 Shares 3,063 Est. Cost $150.41 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $609 Shares 990 Est. Cost $206.26 Unrealized +193.6%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $575 Shares 2,746 Est. Cost $189.98 Unrealized
WMT WALMART INC 0.0%
Value ($000) $545 Shares 5,292 Est. Cost $97.38 Unrealized +1.9%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $533 Shares 9,835 Est. Cost $45.54 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $502 Shares 7,567 Est. Cost $49.56 Unrealized +37.0%
ORCL ORACLE CORP 0.0%
Value ($000) $495 Shares 1,761 Est. Cost $158.16 Unrealized +60.7%
IWM ISHARES TR 0.0%
Value ($000) $493 Shares 2,036 Est. Cost $200.36 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $478 Shares 9,156 Est. Cost $49.32 Unrealized
UNILEVER PLC 0.0%
Value ($000) $476 Shares 8,032 Est. Cost $45.76 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $466 Shares 20,016 Est. Cost $26.88 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $464 Shares 7,119 Est. Cost $48.88 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $456 Shares 380 Est. Cost $72.57 Unrealized +68.2%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $438 Shares 3,108 Est. Cost $111.34 Unrealized
PWP PERELLA WEINBERG PARTNERS 0.0%
Value ($000) $432 Shares 20,261 Est. Cost $14.71 Unrealized +44.0%
MUB ISHARES TR 0.0%
Value ($000) $422 Shares 3,959 Est. Cost $105.19 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $419 Shares 1,428 Est. Cost $208.97 Unrealized +42.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $415 Shares 870 Est. Cost $246.18 Unrealized +72.8%
FSK FS KKR CAP CORP 0.0%
Value ($000) $408 Shares 27,333 Est. Cost $14.18 Unrealized +23.0%
IBB ISHARES TR 0.0%
Value ($000) $400 Shares 2,769 Est. Cost $151.15 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $398 Shares 1,309 Est. Cost $257.10 Unrealized +17.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $394 Shares 2,371 Est. Cost $180.49 Unrealized -12.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $394 Shares 3,546 Est. Cost $64.36 Unrealized +74.5%
INTF ISHARES TR 0.0%
Value ($000) $387 Shares 10,766 Est. Cost $26.59 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $380 Shares 14,895 Est. Cost $25.32 Unrealized -4.7%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $375 Shares 502 Est. Cost $492.82 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $371 Shares 2,642 Est. Cost $162.77 Unrealized -13.7%
SMLF ISHARES TR 0.0%
Value ($000) $355 Shares 4,776 Est. Cost $47.63 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $352 Shares 834 Est. Cost $250.55 Unrealized +51.9%
PULS PGIM ETF TR 0.0%
Value ($000) $330 Shares 6,625 Est. Cost $49.25 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $327 Shares 1,628 Est. Cost $122.63 Unrealized +59.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $323 Shares 4,036 Est. Cost $72.79 Unrealized +16.3%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $316 Shares 1,120 Est. Cost $258.47 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $315 Shares 1,619 Est. Cost $171.21 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $314 Shares 4,167 Est. Cost $80.25 Unrealized -15.5%
GDX VANECK ETF TRUST 0.0%
Value ($000) $311 Shares 4,077 Est. Cost $52.06 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $309 Shares 3,751 Est. Cost $75.34 Unrealized +4.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $309 Shares 4,512 Est. Cost $56.50 Unrealized +19.3%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $297 Shares 2,722 Est. Cost $75.52 Unrealized +34.2%
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $288 Shares 3,988 Est. Cost $65.69 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $286 Shares 3,917 Est. Cost $60.70 Unrealized +20.8%
CI THE CIGNA GROUP 0.0%
Value ($000) $268 Shares 931 Est. Cost $321.95 Unrealized -8.9%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $258 Shares 3,466 Est. Cost $74.37 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $253 Shares 5,757 Est. Cost $39.51 Unrealized +7.6%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $249 Shares 10,439 Est. Cost $22.74 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $245 Shares 4,996 Est. Cost $46.15 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $239 Shares 590 Est. Cost $389.16 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $238 Shares 869 Est. Cost $241.48 Unrealized +11.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $237 Shares 3,977 Est. Cost $44.52 Unrealized +51.9%
V VISA INC 0.0%
Value ($000) $237 Shares 693 Est. Cost $346.80 Unrealized -0.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $236 Shares 7,558 Est. Cost $31.84 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $231 Shares 6,479 Est. Cost $32.91 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $223 Shares 4,150 Est. Cost $52.28 Unrealized 0.0%
PEN PENUMBRA INC 0.0%
Value ($000) $216 Shares 853 Est. Cost $227.37 Unrealized +10.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $215 Shares 1,328 Est. Cost $136.99 Unrealized +20.6%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $215 Shares 1,129 Est. Cost $172.09 Unrealized +2.6%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $215 Shares 2,556 Est. Cost $84.25 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $210 Shares 5,711 Est. Cost $36.69 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $204 Shares 667 Est. Cost $271.37 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $132 Shares 12,404 Est. Cost $27.80 Unrealized -64.8%
OGCP EMPIRE ST RLTY OP L P 0.0%
Value ($000) $124 Shares 16,474 Est. Cost $9.04 Unrealized
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $122 Shares 16,408 Est. Cost $9.14 Unrealized
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $106 Shares 17,477 Est. Cost $9.72 Unrealized -31.0%
ANVS ANNOVIS BIO INC 0.0%
Value ($000) $86 Shares 41,607 Est. Cost $57.50 Unrealized -95.7%