Robertson Stephens Wealth Management, LLC Diversified Active

CIK: 0001767307 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $3,310,795 (100.0% shares, 0.0% debt)

Holdings (530)

APP APPLOVIN CORP 8.5%
Value ($000) $281,176 Shares 391,315 Est. Cost $48.70 Unrealized +846.9%
VOO VANGUARD INDEX FDS 7.6%
Value ($000) $250,191 Shares 407,397 Est. Cost $416.96 Unrealized
SPY SPDR S&P 500 ETF TR 5.7%
Value ($000) $187,813 Shares 281,717 Est. Cost $593.03 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.4%
Value ($000) $144,642 Shares 667,622 Est. Cost $194.40 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.7%
Value ($000) $122,657 Shares 2,047,005 Est. Cost $49.73 Unrealized
IVV ISHARES TR 3.7%
Value ($000) $122,621 Shares 183,207 Est. Cost $426.92 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $104,722 Shares 411,271 Est. Cost $133.00 Unrealized +69.6%
IEMG ISHARES INC 2.6%
Value ($000) $84,683 Shares 1,284,627 Est. Cost $53.25 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.5%
Value ($000) $82,865 Shares 985,198 Est. Cost $82.96 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $70,140 Shares 135,419 Est. Cost $273.57 Unrealized +86.0%
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $58,839 Shares 178,821 Est. Cost $253.40 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 1.7%
Value ($000) $56,102 Shares 464,962 Est. Cost $107.73 Unrealized
AGG ISHARES TR 1.3%
Value ($000) $44,460 Shares 443,492 Est. Cost $99.26 Unrealized
IEFA ISHARES TR 1.2%
Value ($000) $41,065 Shares 470,332 Est. Cost $78.82 Unrealized
IWF ISHARES TR 1.1%
Value ($000) $37,886 Shares 80,881 Est. Cost $248.67 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $33,885 Shares 424,618 Est. Cost $74.10 Unrealized
GSUS GOLDMAN SACHS ETF TR 1.0%
Value ($000) $32,311 Shares 349,690 Est. Cost $79.56 Unrealized
IWB ISHARES TR 0.9%
Value ($000) $31,243 Shares 85,484 Est. Cost $249.01 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $30,142 Shares 137,275 Est. Cost $136.84 Unrealized +65.4%
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $29,078 Shares 153,283 Est. Cost $168.29 Unrealized
UUUU ENERGY FUELS INC 0.9%
Value ($000) $28,705 Shares 1,870,042 Est. Cost $5.29 Unrealized +100.7%
DFAC DIMENSIONAL ETF TRUST 0.9%
Value ($000) $28,159 Shares 730,083 Est. Cost $26.39 Unrealized
VGT VANGUARD WORLD FD 0.8%
Value ($000) $25,887 Shares 34,671 Est. Cost $557.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $25,492 Shares 50,705 Est. Cost $361.06 Unrealized +34.1%
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $24,089 Shares 128,523 Est. Cost $167.82 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $22,685 Shares 47,249 Est. Cost $268.90 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $21,957 Shares 36,532 Est. Cost $405.13 Unrealized
DGRO ISHARES TR 0.6%
Value ($000) $21,118 Shares 310,200 Est. Cost $62.68 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $21,091 Shares 86,596 Est. Cost $112.87 Unrealized +86.0%
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $21,037 Shares 390,521 Est. Cost $45.91 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $20,465 Shares 140,508 Est. Cost $114.58 Unrealized
XLC SELECT SECTOR SPDR TR 0.6%
Value ($000) $20,271 Shares 171,248 Est. Cost $83.38 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $20,034 Shares 129,899 Est. Cost $136.74 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $19,708 Shares 69,921 Est. Cost $153.16 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $17,209 Shares 92,229 Est. Cost $97.71 Unrealized +78.4%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $16,832 Shares 18,184 Est. Cost $820.76 Unrealized +16.6%
GLD SPDR GOLD TR 0.5%
Value ($000) $16,713 Shares 47,018 Est. Cost $289.04 Unrealized
IWR ISHARES TR 0.5%
Value ($000) $16,147 Shares 167,240 Est. Cost $78.56 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $16,146 Shares 66,415 Est. Cost $113.87 Unrealized +83.7%
EFV ISHARES TR 0.5%
Value ($000) $16,060 Shares 236,772 Est. Cost $56.81 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.5%
Value ($000) $15,836 Shares 385,212 Est. Cost $41.11 Unrealized
BGC BGC GROUP INC 0.5%
Value ($000) $15,314 Shares 1,618,867 Est. Cost $5.44 Unrealized +83.4%
VGIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $14,517 Shares 241,827 Est. Cost $59.34 Unrealized
HYLB DBX ETF TR 0.4%
Value ($000) $14,231 Shares 383,476 Est. Cost $36.92 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $14,208 Shares 449,344 Est. Cost $33.20 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.4%
Value ($000) $13,874 Shares 138,418 Est. Cost $100.11 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $13,397 Shares 45,533 Est. Cost $244.25 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $13,030 Shares 199,661 Est. Cost $68.25 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $12,573 Shares 118,066 Est. Cost $105.80 Unrealized
USIG ISHARES TR 0.4%
Value ($000) $12,437 Shares 238,156 Est. Cost $52.56 Unrealized
MOAT VANECK ETF TRUST 0.4%
Value ($000) $12,365 Shares 124,760 Est. Cost $96.16 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $12,160 Shares 38,550 Est. Cost $139.77 Unrealized +111.7%
DFAX DIMENSIONAL ETF TRUST 0.4%
Value ($000) $11,977 Shares 381,687 Est. Cost $22.52 Unrealized
PAVE GLOBAL X FDS 0.4%
Value ($000) $11,704 Shares 245,734 Est. Cost $41.29 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $11,060 Shares 78,468 Est. Cost $128.32 Unrealized
IBDU ISHARES TR 0.3%
Value ($000) $11,003 Shares 468,819 Est. Cost $22.91 Unrealized
SGOV ISHARES TR 0.3%
Value ($000) $10,697 Shares 106,230 Est. Cost $100.60 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $10,491 Shares 88,283 Est. Cost $113.85 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $10,349 Shares 42,771 Est. Cost $219.86 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $10,346 Shares 129,434 Est. Cost $77.32 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $10,298 Shares 176,910 Est. Cost $45.43 Unrealized
SII SPROTT INC 0.3%
Value ($000) $9,841 Shares 118,295 Est. Cost $55.52 Unrealized +25.6%
GOVT ISHARES TR 0.3%
Value ($000) $9,643 Shares 417,081 Est. Cost $22.99 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $9,557 Shares 299,500 Est. Cost $33.00 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $9,440 Shares 28,611 Est. Cost $162.00 Unrealized +88.7%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $9,438 Shares 174,189 Est. Cost $47.40 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $9,283 Shares 133,361 Est. Cost $65.08 Unrealized
V VISA INC 0.3%
Value ($000) $9,266 Shares 27,142 Est. Cost $216.76 Unrealized +59.2%
MINT PIMCO ETF TR 0.3%
Value ($000) $9,094 Shares 90,313 Est. Cost $100.67 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $8,942 Shares 123,434 Est. Cost $51.90 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $8,681 Shares 7,239 Est. Cost $42.56 Unrealized +186.8%
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $8,473 Shares 28,427 Est. Cost $270.20 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $8,211 Shares 87,944 Est. Cost $81.61 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $8,133 Shares 67,372 Est. Cost $73.44 Unrealized
VFH VANGUARD WORLD FD 0.2%
Value ($000) $7,868 Shares 59,951 Est. Cost $105.26 Unrealized
WMT WALMART INC 0.2%
Value ($000) $7,859 Shares 76,256 Est. Cost $62.86 Unrealized +57.9%
OEF ISHARES TR 0.2%
Value ($000) $7,811 Shares 23,468 Est. Cost $245.09 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $7,691 Shares 18,981 Est. Cost $306.53 Unrealized +27.0%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $7,664 Shares 55,620 Est. Cost $113.24 Unrealized
SPTL SPDR SERIES TRUST 0.2%
Value ($000) $7,600 Shares 281,998 Est. Cost $27.75 Unrealized
HEZU ISHARES TR 0.2%
Value ($000) $7,565 Shares 179,407 Est. Cost $29.87 Unrealized
SUSL ISHARES TR 0.2%
Value ($000) $7,509 Shares 64,158 Est. Cost $87.06 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $7,380 Shares 84,618 Est. Cost $77.31 Unrealized
STNC HENNESSY FDS TR 0.2%
Value ($000) $7,008 Shares 214,517 Est. Cost $25.24 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $6,708 Shares 28,972 Est. Cost $125.86 Unrealized +60.5%
IBTJ ISHARES TR 0.2%
Value ($000) $6,699 Shares 305,115 Est. Cost $21.56 Unrealized
IEI ISHARES TR 0.2%
Value ($000) $6,661 Shares 55,734 Est. Cost $118.94 Unrealized
ESGD ISHARES TR 0.2%
Value ($000) $6,605 Shares 71,039 Est. Cost $76.57 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $6,557 Shares 31,750 Est. Cost $152.69 Unrealized
IXJ ISHARES TR 0.2%
Value ($000) $6,143 Shares 69,316 Est. Cost $88.62 Unrealized
NMRK NEWMARK GROUP INC 0.2%
Value ($000) $6,046 Shares 324,169 Est. Cost $8.68 Unrealized +86.6%
META META PLATFORMS INC 0.2%
Value ($000) $6,033 Shares 8,215 Est. Cost $395.54 Unrealized +87.9%
EAGG ISHARES TR 0.2%
Value ($000) $5,830 Shares 121,387 Est. Cost $46.53 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $5,759 Shares 12,069 Est. Cost $244.24 Unrealized +74.2%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $5,637 Shares 32,130 Est. Cost $167.67 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $5,611 Shares 12,617 Est. Cost $234.51 Unrealized +47.9%
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $5,491 Shares 72,245 Est. Cost $74.24 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $5,279 Shares 7 Est. Cost $613908.70 Unrealized +18.4%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $5,182 Shares 50,491 Est. Cost $114.35 Unrealized -10.1%
LLY ELI LILLY & CO 0.2%
Value ($000) $5,106 Shares 6,691 Est. Cost $541.54 Unrealized +37.1%
FXI ISHARES TR 0.2%
Value ($000) $5,059 Shares 122,960 Est. Cost $36.70 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $4,986 Shares 35,828 Est. Cost $130.13 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $4,938 Shares 67,207 Est. Cost $74.01 Unrealized
GSAT GLOBALSTAR INC 0.1%
Value ($000) $4,907 Shares 134,837 Est. Cost $24.21 Unrealized +18.4%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $4,851 Shares 18,686 Est. Cost $279.63 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,851 Shares 173,615 Est. Cost $24.72 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $4,707 Shares 79,983 Est. Cost $58.06 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,668 Shares 19,478 Est. Cost $165.58 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,601 Shares 168,523 Est. Cost $40.52 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $4,580 Shares 55,463 Est. Cost $65.99 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $4,559 Shares 33,605 Est. Cost $94.48 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $4,470 Shares 50,883 Est. Cost $77.61 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $4,445 Shares 56,740 Est. Cost $66.02 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $4,402 Shares 23,743 Est. Cost $140.42 Unrealized +20.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $4,393 Shares 112,102 Est. Cost $56.74 Unrealized -20.6%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $4,377 Shares 17,159 Est. Cost $234.24 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $4,343 Shares 64,329 Est. Cost $61.50 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $4,140 Shares 24,739 Est. Cost $79.41 Unrealized +94.3%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $4,138 Shares 89,169 Est. Cost $46.55 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $4,120 Shares 19,381 Est. Cost $185.05 Unrealized +17.7%
BLK BLACKROCK INC 0.1%
Value ($000) $4,045 Shares 3,469 Est. Cost $991.05 Unrealized +11.9%
PFFD GLOBAL X FDS 0.1%
Value ($000) $4,044 Shares 208,122 Est. Cost $20.65 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $3,986 Shares 35,348 Est. Cost $72.41 Unrealized +51.5%
IWP ISHARES TR 0.1%
Value ($000) $3,915 Shares 27,493 Est. Cost $117.25 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $3,769 Shares 51,313 Est. Cost $66.23 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $3,746 Shares 13,276 Est. Cost $119.81 Unrealized +116.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $3,698 Shares 18,163 Est. Cost $181.05 Unrealized +5.7%
CEF SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $3,675 Shares 100,166 Est. Cost $26.57 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $3,591 Shares 42,836 Est. Cost $46.35 Unrealized +73.6%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,486 Shares 61,057 Est. Cost $55.75 Unrealized
GENI GENIUS SPORTS LIMITED 0.1%
Value ($000) $3,435 Shares 277,475 Est. Cost $7.89 Unrealized +51.5%
PEP PEPSICO INC 0.1%
Value ($000) $3,357 Shares 23,902 Est. Cost $138.89 Unrealized +1.1%
BINC BLACKROCK ETF TRUST II 0.1%
Value ($000) $3,271 Shares 61,443 Est. Cost $53.06 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $3,196 Shares 20,581 Est. Cost $111.12 Unrealized +37.0%
IBHH ISHARES TR 0.1%
Value ($000) $3,174 Shares 133,008 Est. Cost $23.48 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $3,155 Shares 23,552 Est. Cost $113.15 Unrealized +15.4%
BFST BUSINESS FIRST BANCSHARES IN 0.1%
Value ($000) $3,151 Shares 133,456 Est. Cost $22.93 Unrealized +6.4%
IGSB ISHARES TR 0.1%
Value ($000) $3,092 Shares 58,315 Est. Cost $51.24 Unrealized
BA BOEING CO 0.1%
Value ($000) $3,076 Shares 14,254 Est. Cost $221.67 Unrealized +1.7%
DBJP DBX ETF TR 0.1%
Value ($000) $3,049 Shares 35,874 Est. Cost $36.94 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $2,940 Shares 30,481 Est. Cost $95.96 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $2,922 Shares 9,614 Est. Cost $247.48 Unrealized +21.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $2,913 Shares 42,568 Est. Cost $47.45 Unrealized +42.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $2,904 Shares 5,966 Est. Cost $340.01 Unrealized +57.0%
IPAC ISHARES TR 0.1%
Value ($000) $2,873 Shares 39,128 Est. Cost $64.05 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,856 Shares 49,650 Est. Cost $52.78 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,855 Shares 63,882 Est. Cost $33.72 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2,842 Shares 5,853 Est. Cost $535.48 Unrealized -13.2%
EEM ISHARES TR 0.1%
Value ($000) $2,841 Shares 53,202 Est. Cost $40.68 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $2,831 Shares 14,254 Est. Cost $260.48 Unrealized -23.8%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,829 Shares 110,027 Est. Cost $34.68 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,747 Shares 59,560 Est. Cost $32.67 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $2,719 Shares 8,185 Est. Cost $195.12 Unrealized +62.2%
SMH VANECK ETF TRUST 0.1%
Value ($000) $2,693 Shares 8,251 Est. Cost $204.38 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $2,687 Shares 11,369 Est. Cost $217.29 Unrealized +2.7%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $2,664 Shares 9,037 Est. Cost $243.05 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $2,621 Shares 30,926 Est. Cost $81.05 Unrealized -0.0%
C CITIGROUP INC 0.1%
Value ($000) $2,610 Shares 25,719 Est. Cost $47.97 Unrealized +96.2%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $2,606 Shares 16,961 Est. Cost $139.50 Unrealized +11.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,594 Shares 29,032 Est. Cost $72.60 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $2,560 Shares 15,386 Est. Cost $139.93 Unrealized +12.3%
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $2,525 Shares 66,988 Est. Cost $31.49 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $2,485 Shares 8,388 Est. Cost $192.46 Unrealized
FISV FISERV INC 0.1%
Value ($000) $2,476 Shares 19,206 Est. Cost $104.82 Unrealized +36.7%
NOBL PROSHARES TR 0.1%
Value ($000) $2,474 Shares 24,004 Est. Cost $106.68 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value ($000) $2,469 Shares 27,021 Est. Cost $25.22 Unrealized +153.9%
GCOR GOLDMAN SACHS ETF TR 0.1%
Value ($000) $2,462 Shares 58,921 Est. Cost $41.10 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $2,442 Shares 6,523 Est. Cost $202.47 Unrealized +79.4%
NG NOVAGOLD RES INC 0.1%
Value ($000) $2,417 Shares 274,635 Est. Cost $3.02 Unrealized +102.6%
VOX VANGUARD WORLD FD 0.1%
Value ($000) $2,325 Shares 12,382 Est. Cost $127.00 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.1%
Value ($000) $2,277 Shares 152,218 Est. Cost $25.84 Unrealized -52.9%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $2,271 Shares 5,638 Est. Cost $305.32 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $2,255 Shares 14,796 Est. Cost $89.00 Unrealized +59.7%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $2,211 Shares 44,148 Est. Cost $50.24 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,152 Shares 27,712 Est. Cost $79.62 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $2,151 Shares 4,625 Est. Cost $356.51 Unrealized
IDEV ISHARES TR 0.1%
Value ($000) $2,131 Shares 26,575 Est. Cost $74.09 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $2,101 Shares 25,325 Est. Cost $82.65 Unrealized
EWG ISHARES INC 0.1%
Value ($000) $2,045 Shares 49,150 Est. Cost $41.37 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $1,993 Shares 20,945 Est. Cost $87.94 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,985 Shares 38,472 Est. Cost $33.03 Unrealized +46.4%
ESGE ISHARES INC 0.1%
Value ($000) $1,973 Shares 45,434 Est. Cost $32.30 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,962 Shares 6,130 Est. Cost $284.67 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,959 Shares 8,871 Est. Cost $140.42 Unrealized +59.3%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,939 Shares 24,745 Est. Cost $80.21 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $1,935 Shares 9,949 Est. Cost $132.57 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $1,917 Shares 74,956 Est. Cost $25.47 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,906 Shares 3,351 Est. Cost $459.32 Unrealized +24.9%
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,881 Shares 24,640 Est. Cost $35.66 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,821 Shares 36,085 Est. Cost $49.76 Unrealized
IBIF ISHARES TR 0.1%
Value ($000) $1,792 Shares 67,575 Est. Cost $25.88 Unrealized
EWC ISHARES INC 0.1%
Value ($000) $1,750 Shares 34,627 Est. Cost $28.75 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $1,734 Shares 7,303 Est. Cost $214.26 Unrealized +17.3%
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $1,678 Shares 14,166 Est. Cost $81.51 Unrealized
EMNT PIMCO ETF TR 0.1%
Value ($000) $1,677 Shares 16,959 Est. Cost $98.72 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $1,668 Shares 12,432 Est. Cost $76.29 Unrealized +38.3%
SOXX ISHARES TR 0.1%
Value ($000) $1,661 Shares 6,126 Est. Cost $240.72 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $1,647 Shares 24,651 Est. Cost $59.62 Unrealized +13.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1,640 Shares 4,736 Est. Cost $311.04 Unrealized +13.0%
DVY ISHARES TR 0.0%
Value ($000) $1,639 Shares 11,533 Est. Cost $121.65 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $1,637 Shares 24,472 Est. Cost $76.80 Unrealized -10.1%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,631 Shares 21,937 Est. Cost $72.88 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $1,619 Shares 14,136 Est. Cost $150.56 Unrealized -22.3%
NEM NEWMONT CORP 0.0%
Value ($000) $1,609 Shares 19,088 Est. Cost $43.17 Unrealized +60.7%
ECL ECOLAB INC 0.0%
Value ($000) $1,588 Shares 5,784 Est. Cost $219.10 Unrealized +23.4%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $1,555 Shares 30,627 Est. Cost $50.75 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1,531 Shares 4,435 Est. Cost $426.08 Unrealized -29.8%
FLEX FLEX LTD 0.0%
Value ($000) $1,509 Shares 26,035 Est. Cost $17.04 Unrealized +211.7%
LMNR LIMONEIRA CO 0.0%
Value ($000) $1,507 Shares 101,460 Est. Cost $20.97 Unrealized -27.1%
EG EVEREST GROUP LTD 0.0%
Value ($000) $1,502 Shares 4,289 Est. Cost $250.43 Unrealized +34.8%
SHOP SHOPIFY INC 0.0%
Value ($000) $1,485 Shares 9,993 Est. Cost $41.48 Unrealized +226.8%
IHI ISHARES TR 0.0%
Value ($000) $1,459 Shares 24,285 Est. Cost $62.21 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $1,447 Shares 8,468 Est. Cost $131.53 Unrealized +28.8%
VSDB VANGUARD MALVERN FDS 0.0%
Value ($000) $1,430 Shares 18,660 Est. Cost $76.50 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,425 Shares 6,415 Est. Cost $109.93 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $1,406 Shares 19,328 Est. Cost $46.97 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,374 Shares 19,247 Est. Cost $61.05 Unrealized
OZ BELPOINTE PREP LLC 0.0%
Value ($000) $1,371 Shares 21,424 Est. Cost $65.40 Unrealized -2.2%
EPP ISHARES INC 0.0%
Value ($000) $1,361 Shares 26,403 Est. Cost $42.03 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1,341 Shares 17,763 Est. Cost $66.91 Unrealized +7.9%
EWU ISHARES TR 0.0%
Value ($000) $1,330 Shares 31,695 Est. Cost $31.71 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $1,317 Shares 6,281 Est. Cost $197.45 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $1,308 Shares 4,652 Est. Cost $85.05 Unrealized +198.9%
EMB ISHARES TR 0.0%
Value ($000) $1,295 Shares 13,608 Est. Cost $89.19 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $1,279 Shares 3,625 Est. Cost $442.10 Unrealized -18.9%
DGRW WISDOMTREE TR 0.0%
Value ($000) $1,264 Shares 14,204 Est. Cost $76.72 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $1,255 Shares 33,087 Est. Cost $29.46 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,244 Shares 47,211 Est. Cost $23.15 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $1,242 Shares 4,000 Est. Cost $328.41 Unrealized -21.7%
MCO MOODYS CORP 0.0%
Value ($000) $1,231 Shares 2,584 Est. Cost $440.67 Unrealized +14.1%
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,191 Shares 10,953 Est. Cost $75.11 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $1,189 Shares 65,172 Est. Cost $18.10 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $1,178 Shares 11,790 Est. Cost $89.56 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $1,165 Shares 4,033 Est. Cost $266.80 Unrealized +5.5%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,162 Shares 17,519 Est. Cost $53.61 Unrealized
HTBK HERITAGE COMM CORP 0.0%
Value ($000) $1,141 Shares 114,880 Est. Cost $10.04 Unrealized 0.0%
RNG RINGCENTRAL INC 0.0%
Value ($000) $1,139 Shares 40,189 Est. Cost $29.13 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $1,139 Shares 4,035 Est. Cost $213.31 Unrealized +34.4%
ESGU ISHARES TR 0.0%
Value ($000) $1,128 Shares 7,745 Est. Cost $114.47 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1,125 Shares 11,788 Est. Cost $68.36 Unrealized +38.3%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1,088 Shares 4,192 Est. Cost $159.18 Unrealized +69.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,084 Shares 200 Est. Cost $3225.12 Unrealized +72.5%
EFG ISHARES TR 0.0%
Value ($000) $1,076 Shares 9,445 Est. Cost $94.82 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1,073 Shares 6,630 Est. Cost $115.75 Unrealized +39.4%
KKR KKR & CO INC 0.0%
Value ($000) $1,068 Shares 8,221 Est. Cost $68.17 Unrealized +107.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $1,067 Shares 34,116 Est. Cost $23.53 Unrealized
DMXF ISHARES TR 0.0%
Value ($000) $1,061 Shares 14,012 Est. Cost $74.44 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,055 Shares 8,040 Est. Cost $97.68 Unrealized +38.7%
BBIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,053 Shares 15,013 Est. Cost $70.13 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,052 Shares 2,107 Est. Cost $477.30 Unrealized -6.1%
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,046 Shares 19,315 Est. Cost $53.71 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $1,023 Shares 10,444 Est. Cost $96.40 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,008 Shares 6,496 Est. Cost $119.79 Unrealized +27.8%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $985 Shares 31,363 Est. Cost $45.90 Unrealized -27.8%
IEUR ISHARES TR 0.0%
Value ($000) $977 Shares 14,345 Est. Cost $66.31 Unrealized
TMSL T ROWE PRICE ETF INC 0.0%
Value ($000) $973 Shares 27,669 Est. Cost $32.24 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $968 Shares 12,378 Est. Cost $57.70 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $968 Shares 26,025 Est. Cost $30.61 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $965 Shares 32,578 Est. Cost $25.86 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $964 Shares 26,383 Est. Cost $34.51 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $962 Shares 11,375 Est. Cost $89.20 Unrealized -0.7%
DWM WISDOMTREE TR 0.0%
Value ($000) $961 Shares 14,509 Est. Cost $55.30 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $945 Shares 20,446 Est. Cost $45.49 Unrealized
GREK GLOBAL X FDS 0.0%
Value ($000) $942 Shares 14,628 Est. Cost $46.97 Unrealized
RAAX VANECK ETF TRUST 0.0%
Value ($000) $937 Shares 27,185 Est. Cost $34.46 Unrealized
XJH ISHARES TR 0.0%
Value ($000) $936 Shares 21,344 Est. Cost $40.58 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $929 Shares 33,288 Est. Cost $36.50 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $927 Shares 20,972 Est. Cost $48.44 Unrealized
BCAL CALIFORNIA BANCORP 0.0%
Value ($000) $894 Shares 53,579 Est. Cost $14.47 Unrealized +12.9%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $881 Shares 2,726 Est. Cost $441.86 Unrealized -30.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $878 Shares 6,072 Est. Cost $84.06 Unrealized +57.4%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $866 Shares 3,946 Est. Cost $146.88 Unrealized +36.2%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $843 Shares 9,969 Est. Cost $20.49 Unrealized +126.6%
SBR SABINE RTY TR 0.0%
Value ($000) $842 Shares 10,600 Est. Cost $64.51 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $836 Shares 19,731 Est. Cost $23.42 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $835 Shares 16,467 Est. Cost $50.47 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $817 Shares 2,063 Est. Cost $266.88 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $816 Shares 4,009 Est. Cost $187.40 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $793 Shares 1,045 Est. Cost $347.36 Unrealized +111.6%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $792 Shares 83,379 Est. Cost $28.19 Unrealized -67.0%
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $776 Shares 3,377 Est. Cost $190.84 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $767 Shares 2,677 Est. Cost $391.95 Unrealized -3.1%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $764 Shares 30,632 Est. Cost $26.01 Unrealized
EMXF ISHARES TR 0.0%
Value ($000) $762 Shares 16,832 Est. Cost $42.88 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $752 Shares 17,992 Est. Cost $32.54 Unrealized +23.3%
ESML ISHARES TR 0.0%
Value ($000) $751 Shares 16,666 Est. Cost $37.28 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $747 Shares 6,688 Est. Cost $59.09 Unrealized +76.3%
PFE PFIZER INC 0.0%
Value ($000) $734 Shares 28,806 Est. Cost $32.90 Unrealized -26.6%
IYF ISHARES TR 0.0%
Value ($000) $732 Shares 5,782 Est. Cost $95.63 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $729 Shares 4,589 Est. Cost $77.67 Unrealized +88.5%
HEDJ WISDOMTREE TR 0.0%
Value ($000) $729 Shares 14,461 Est. Cost $53.34 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $722 Shares 907 Est. Cost $339.36 Unrealized +116.5%
INDIA FD INC 0.0%
Value ($000) $718 Shares 49,000 Est. Cost $15.91 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $718 Shares 4,003 Est. Cost $158.07 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $716 Shares 14,372 Est. Cost $48.65 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $712 Shares 5,485 Est. Cost $113.62 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $711 Shares 7,148 Est. Cost $77.95 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $708 Shares 2,293 Est. Cost $264.08 Unrealized
EWS ISHARES INC 0.0%
Value ($000) $702 Shares 24,764 Est. Cost $22.54 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $700 Shares 7,148 Est. Cost $74.38 Unrealized +25.7%
PII POLARIS INC 0.0%
Value ($000) $698 Shares 12,000 Est. Cost $97.18 Unrealized -44.5%
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $695 Shares 20,004 Est. Cost $32.46 Unrealized
IT GARTNER INC 0.0%
Value ($000) $689 Shares 2,621 Est. Cost $423.04 Unrealized -31.1%
INTC INTEL CORP 0.0%
Value ($000) $689 Shares 20,535 Est. Cost $44.28 Unrealized -45.3%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $684 Shares 8,077 Est. Cost $80.64 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $674 Shares 29,199 Est. Cost $23.98 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $669 Shares 16,278 Est. Cost $29.73 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $663 Shares 3,962 Est. Cost $79.83 Unrealized +60.1%
EUSA ISHARES INC 0.0%
Value ($000) $655 Shares 6,365 Est. Cost $102.97 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $655 Shares 13,027 Est. Cost $50.28 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $647 Shares 13,247 Est. Cost $41.12 Unrealized +12.7%
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $647 Shares 13,232 Est. Cost $34.70 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $647 Shares 2,625 Est. Cost $106.59 Unrealized +114.9%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $643 Shares 16,610 Est. Cost $26.30 Unrealized +22.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $639 Shares 2,165 Est. Cost $197.94 Unrealized +50.5%
TWLO TWILIO INC 0.0%
Value ($000) $639 Shares 6,380 Est. Cost $209.26 Unrealized -46.2%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $630 Shares 7,031 Est. Cost $79.42 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $630 Shares 2,401 Est. Cost $212.34 Unrealized +21.2%
TOTALENERGIES SE 0.0%
Value ($000) $630 Shares 10,378 Est. Cost $65.75 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $629 Shares 4,494 Est. Cost $119.29 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $629 Shares 4,506 Est. Cost $124.16 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $624 Shares 2,484 Est. Cost $204.99 Unrealized +19.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $622 Shares 2,474 Est. Cost $215.39 Unrealized +27.0%
ICSH ISHARES TR 0.0%
Value ($000) $622 Shares 12,250 Est. Cost $50.72 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $617 Shares 9,802 Est. Cost $62.85 Unrealized +0.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $617 Shares 2,508 Est. Cost $222.34 Unrealized +7.5%
INDA ISHARES TR 0.0%
Value ($000) $614 Shares 11,798 Est. Cost $52.06 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $613 Shares 2,392 Est. Cost $187.99 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $612 Shares 8,005 Est. Cost $35.04 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $611 Shares 4,289 Est. Cost $115.95 Unrealized +18.8%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $608 Shares 4,300 Est. Cost $116.95 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $594 Shares 3,272 Est. Cost $147.50 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $594 Shares 2,819 Est. Cost $166.83 Unrealized +24.1%
VTR VENTAS INC 0.0%
Value ($000) $592 Shares 8,400 Est. Cost $45.05 Unrealized +47.2%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $583 Shares 18,706 Est. Cost $24.75 Unrealized +24.6%
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $570 Shares 23,848 Est. Cost $25.08 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $565 Shares 8,688 Est. Cost $62.59 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $557 Shares 2,259 Est. Cost $326.28 Unrealized -20.1%
IBHF ISHARES TR 0.0%
Value ($000) $549 Shares 23,490 Est. Cost $22.70 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $538 Shares 1,174 Est. Cost $429.24 Unrealized +4.4%
T AT&T INC 0.0%
Value ($000) $532 Shares 18,828 Est. Cost $17.61 Unrealized +59.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $531 Shares 4,285 Est. Cost $52.22 Unrealized +109.5%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $529 Shares 7,862 Est. Cost $64.98 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $529 Shares 5,916 Est. Cost $82.54 Unrealized
PDD PDD HOLDINGS INC 0.0%
Value ($000) $529 Shares 4,000 Est. Cost $134.81 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $528 Shares 1,252 Est. Cost $392.99 Unrealized +8.6%
ACWI ISHARES TR 0.0%
Value ($000) $525 Shares 3,800 Est. Cost $113.90 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $519 Shares 5,408 Est. Cost $85.54 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $515 Shares 7,675 Est. Cost $67.94 Unrealized +5.7%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $514 Shares 1,049 Est. Cost $329.40 Unrealized +38.1%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $511 Shares 11,637 Est. Cost $36.34 Unrealized 0.0%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $505 Shares 7,373 Est. Cost $59.46 Unrealized
F FORD MTR CO 0.0%
Value ($000) $501 Shares 41,922 Est. Cost $8.18 Unrealized +38.5%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $501 Shares 5,480 Est. Cost $89.38 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $501 Shares 5,018 Est. Cost $63.67 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $501 Shares 17,683 Est. Cost $15.39 Unrealized +75.2%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $498 Shares 21,393 Est. Cost $24.42 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $493 Shares 2,404 Est. Cost $153.93 Unrealized +37.4%
DBEU DBX ETF TR 0.0%
Value ($000) $491 Shares 10,655 Est. Cost $36.62 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $490 Shares 514 Est. Cost $1000.75 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $488 Shares 10,822 Est. Cost $50.03 Unrealized -9.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $488 Shares 6,275 Est. Cost $84.64 Unrealized -7.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $487 Shares 11,082 Est. Cost $38.19 Unrealized +11.3%
IBTG ISHARES TR 0.0%
Value ($000) $482 Shares 21,000 Est. Cost $22.95 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $482 Shares 2,576 Est. Cost $235.45 Unrealized -23.7%
EWJ ISHARES INC 0.0%
Value ($000) $477 Shares 5,944 Est. Cost $65.47 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $473 Shares 4,718 Est. Cost $82.72 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $470 Shares 7,850 Est. Cost $30.01 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $465 Shares 4,204 Est. Cost $95.13 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $464 Shares 4,899 Est. Cost $67.17 Unrealized +37.3%
MCK MCKESSON CORP 0.0%
Value ($000) $455 Shares 588 Est. Cost $503.39 Unrealized +39.7%
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $455 Shares 8,057 Est. Cost $46.42 Unrealized +27.2%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $453 Shares 4,330 Est. Cost $80.37 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $451 Shares 755 Est. Cost $460.60 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $447 Shares 2,383 Est. Cost $108.52 Unrealized +55.8%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $447 Shares 3,353 Est. Cost $133.28 Unrealized +5.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $447 Shares 4,721 Est. Cost $66.98 Unrealized +39.3%
FTNT FORTINET INC 0.0%
Value ($000) $446 Shares 5,310 Est. Cost $66.57 Unrealized +34.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $443 Shares 8,965 Est. Cost $49.11 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $440 Shares 7,278 Est. Cost $35.95 Unrealized +53.3%
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $438 Shares 6,315 Est. Cost $61.51 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $435 Shares 1,148 Est. Cost $244.69 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $435 Shares 9,119 Est. Cost $45.77 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $430 Shares 444 Est. Cost $863.34 Unrealized
INTU INTUIT 0.0%
Value ($000) $426 Shares 623 Est. Cost $598.79 Unrealized +20.2%
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $423 Shares 10,880 Est. Cost $30.12 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $419 Shares 8,393 Est. Cost $32.84 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $418 Shares 25,777 Est. Cost $20.06 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $415 Shares 3,295 Est. Cost $111.52 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $415 Shares 1,480 Est. Cost $174.36 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $412 Shares 2,243 Est. Cost $167.35 Unrealized +15.5%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $410 Shares 1,174 Est. Cost $282.18 Unrealized +21.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $409 Shares 1,465 Est. Cost $159.00 Unrealized +67.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $407 Shares 3,934 Est. Cost $102.62 Unrealized +6.2%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $404 Shares 21,100 Est. Cost $26.80 Unrealized -34.9%
XYL XYLEM INC 0.0%
Value ($000) $403 Shares 2,730 Est. Cost $138.06 Unrealized 0.0%
CG CARLYLE GROUP INC 0.0%
Value ($000) $401 Shares 6,396 Est. Cost $47.11 Unrealized +30.5%
IFRA ISHARES TR 0.0%
Value ($000) $396 Shares 7,503 Est. Cost $40.35 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $396 Shares 2,441 Est. Cost $100.93 Unrealized +63.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $394 Shares 1,408 Est. Cost $205.09 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $392 Shares 1,507 Est. Cost $198.55 Unrealized +34.7%
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $392 Shares 2,775 Est. Cost $136.49 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $386 Shares 1,972 Est. Cost $111.09 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $386 Shares 2,837 Est. Cost $81.97 Unrealized +54.2%
TGT TARGET CORP 0.0%
Value ($000) $381 Shares 4,243 Est. Cost $162.66 Unrealized -40.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $378 Shares 3,298 Est. Cost $90.40 Unrealized +18.5%
PWR QUANTA SVCS INC 0.0%
Value ($000) $374 Shares 903 Est. Cost $214.95 Unrealized +80.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $374 Shares 2,137 Est. Cost $164.15 Unrealized +1.5%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $372 Shares 590 Est. Cost $476.58 Unrealized +24.8%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $365 Shares 3,552 Est. Cost $82.48 Unrealized
UNILEVER PLC 0.0%
Value ($000) $361 Shares 6,085 Est. Cost $56.16 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $358 Shares 5,001 Est. Cost $55.43 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $356 Shares 3,562 Est. Cost $69.93 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $355 Shares 2,191 Est. Cost $91.23 Unrealized +70.2%
VLUE ISHARES TR 0.0%
Value ($000) $355 Shares 2,835 Est. Cost $96.47 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $353 Shares 573 Est. Cost $193.27 Unrealized +213.3%
IBB ISHARES TR 0.0%
Value ($000) $353 Shares 2,443 Est. Cost $138.00 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $351 Shares 4,205 Est. Cost $79.00 Unrealized +4.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $351 Shares 3,160 Est. Cost $62.44 Unrealized +79.8%
NKE NIKE INC 0.0%
Value ($000) $350 Shares 4,984 Est. Cost $113.19 Unrealized -34.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $349 Shares 1,161 Est. Cost $220.32 Unrealized +25.3%
DE DEERE & CO 0.0%
Value ($000) $344 Shares 749 Est. Cost $360.74 Unrealized +35.7%
CUE CUE BIOPHARMA INC 0.0%
Value ($000) $344 Shares 478,500 Est. Cost $19.21 Unrealized -95.9%
SATS ECHOSTAR CORP 0.0%
Value ($000) $344 Shares 4,500 Est. Cost $45.28 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $341 Shares 1,036 Est. Cost $260.67 Unrealized +23.6%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $339 Shares 25,830 Est. Cost $13.42 Unrealized +0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $337 Shares 4,464 Est. Cost $78.91 Unrealized -14.1%
IWN ISHARES TR 0.0%
Value ($000) $336 Shares 1,901 Est. Cost $158.84 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $334 Shares 6,632 Est. Cost $62.97 Unrealized -21.5%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $334 Shares 7,933 Est. Cost $44.27 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $326 Shares 5,455 Est. Cost $54.95 Unrealized +23.1%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $325 Shares 12,100 Est. Cost $29.65 Unrealized -4.4%
FAST FASTENAL CO 0.0%
Value ($000) $324 Shares 6,601 Est. Cost $31.77 Unrealized +47.7%
CSX CSX CORP 0.0%
Value ($000) $317 Shares 8,939 Est. Cost $33.09 Unrealized +2.6%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $317 Shares 2,358 Est. Cost $81.30 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $315 Shares 4,364 Est. Cost $60.52 Unrealized +23.7%
HDEF DBX ETF TR 0.0%
Value ($000) $313 Shares 10,655 Est. Cost $28.86 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $313 Shares 551 Est. Cost $530.06 Unrealized +6.1%
CB CHUBB LIMITED 0.0%
Value ($000) $311 Shares 1,097 Est. Cost $245.99 Unrealized +11.9%
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $310 Shares 1,616 Est. Cost $154.34 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $309 Shares 4,609 Est. Cost $37.53 Unrealized +63.7%
NUDM NUSHARES ETF TR 0.0%
Value ($000) $308 Shares 8,182 Est. Cost $25.80 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $307 Shares 3,137 Est. Cost $89.35 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $304 Shares 1,233 Est. Cost $193.10 Unrealized +20.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $300 Shares 1,643 Est. Cost $117.28 Unrealized +38.2%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $298 Shares 9,290 Est. Cost $26.92 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $297 Shares 5,819 Est. Cost $47.43 Unrealized +9.7%
BUG GLOBAL X FDS 0.0%
Value ($000) $296 Shares 8,416 Est. Cost $30.95 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $296 Shares 3,312 Est. Cost $93.63 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $296 Shares 3,560 Est. Cost $58.67 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $290 Shares 3,812 Est. Cost $70.25 Unrealized 0.0%
XJR ISHARES TR 0.0%
Value ($000) $289 Shares 6,796 Est. Cost $39.55 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $288 Shares 1,066 Est. Cost $198.18 Unrealized +36.2%
CMI CUMMINS INC 0.0%
Value ($000) $286 Shares 678 Est. Cost $343.44 Unrealized +10.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $284 Shares 930 Est. Cost $227.05 Unrealized +19.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $279 Shares 2,531 Est. Cost $68.96 Unrealized +55.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $278 Shares 1,379 Est. Cost $221.34 Unrealized -7.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $278 Shares 3,808 Est. Cost $94.96 Unrealized -21.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $278 Shares 2,879 Est. Cost $73.67 Unrealized +30.5%
VLTO VERALTO CORP 0.0%
Value ($000) $277 Shares 2,599 Est. Cost $85.12 Unrealized +23.7%
EEMV ISHARES INC 0.0%
Value ($000) $277 Shares 4,343 Est. Cost $63.83 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $277 Shares 2,592 Est. Cost $106.33 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $277 Shares 5,274 Est. Cost $48.74 Unrealized
ISHARES TR 0.0%
Value ($000) $274 Shares 10,885 Est. Cost $24.65 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $274 Shares 1,873 Est. Cost $150.53 Unrealized 0.0%
EPR EPR PPTYS 0.0%
Value ($000) $274 Shares 4,700 Est. Cost $48.66 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $272 Shares 3,055 Est. Cost $69.76 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $268 Shares 2,486 Est. Cost $89.74 Unrealized +12.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $267 Shares 978 Est. Cost $271.07 Unrealized +5.3%
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $263 Shares 9,440 Est. Cost $26.57 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $259 Shares 759 Est. Cost $262.71 Unrealized +19.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $258 Shares 576 Est. Cost $457.08 Unrealized +5.0%
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $254 Shares 4,515 Est. Cost $48.63 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $254 Shares 2,280 Est. Cost $113.00 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $251 Shares 6,655 Est. Cost $37.51 Unrealized
GGUS GOLDMAN SACHS ETF TR 0.0%
Value ($000) $251 Shares 3,967 Est. Cost $63.29 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $251 Shares 4,520 Est. Cost $55.49 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $251 Shares 1,198 Est. Cost $179.18 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $251 Shares 2,179 Est. Cost $109.69 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $250 Shares 9,805 Est. Cost $24.59 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $249 Shares 898 Est. Cost $243.59 Unrealized +10.2%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $248 Shares 2,828 Est. Cost $85.46 Unrealized +9.1%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $242 Shares 9,389 Est. Cost $22.42 Unrealized +10.9%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $242 Shares 4,900 Est. Cost $50.52 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $241 Shares 3,916 Est. Cost $57.29 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value ($000) $239 Shares 563 Est. Cost $361.29 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $236 Shares 2,246 Est. Cost $130.70 Unrealized -15.8%
BN BROOKFIELD CORP 0.0%
Value ($000) $236 Shares 3,440 Est. Cost $37.08 Unrealized +19.2%
SETM SPROTT FDS TR 0.0%
Value ($000) $234 Shares 9,319 Est. Cost $25.15 Unrealized
BBH VANECK ETF TRUST 0.0%
Value ($000) $232 Shares 1,402 Est. Cost $159.54 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $231 Shares 1,179 Est. Cost $84.10 Unrealized +135.1%
EZU ISHARES INC 0.0%
Value ($000) $231 Shares 3,723 Est. Cost $59.45 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $229 Shares 2,105 Est. Cost $101.35 Unrealized 0.0%
ILF ISHARES TR 0.0%
Value ($000) $228 Shares 7,900 Est. Cost $25.91 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $226 Shares 3,490 Est. Cost $70.28 Unrealized -6.4%
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $226 Shares 4,533 Est. Cost $40.87 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $224 Shares 1,806 Est. Cost $85.46 Unrealized +40.2%
ARTY ISHARES TR 0.0%
Value ($000) $222 Shares 4,850 Est. Cost $45.78 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $222 Shares 9,700 Est. Cost $20.75 Unrealized +15.9%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $221 Shares 10,250 Est. Cost $21.57 Unrealized
IMCR IMMUNOCORE HLDGS PLC 0.0%
Value ($000) $219 Shares 6,030 Est. Cost $36.33 Unrealized
SSD SIMPSON MFG INC 0.0%
Value ($000) $219 Shares 1,305 Est. Cost $178.32 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.0%
Value ($000) $216 Shares 2,356 Est. Cost $91.80 Unrealized
AES AES CORP 0.0%
Value ($000) $215 Shares 16,313 Est. Cost $10.37 Unrealized +23.1%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $214 Shares 2,532 Est. Cost $77.73 Unrealized 0.0%
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $212 Shares 5,781 Est. Cost $35.16 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $208 Shares 771 Est. Cost $241.02 Unrealized +10.0%
ITM VANECK ETF TRUST 0.0%
Value ($000) $208 Shares 4,457 Est. Cost $45.51 Unrealized
BP BP PLC 0.0%
Value ($000) $204 Shares 5,922 Est. Cost $34.46 Unrealized
EQT EQT CORP 0.0%
Value ($000) $203 Shares 3,729 Est. Cost $50.54 Unrealized +4.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $203 Shares 1,045 Est. Cost $210.79 Unrealized -3.0%
SYY SYSCO CORP 0.0%
Value ($000) $201 Shares 2,436 Est. Cost $78.85 Unrealized 0.0%
SPYI NEOS ETF TRUST 0.0%
Value ($000) $200 Shares 3,831 Est. Cost $52.30 Unrealized
TEAD TEADS HLDG CO 0.0%
Value ($000) $192 Shares 116,395 Est. Cost $4.44 Unrealized -52.3%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $191 Shares 15,006 Est. Cost $12.72 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $184 Shares 46,148 Est. Cost $8.65 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $176 Shares 12,378 Est. Cost $13.21 Unrealized
TTEC TTEC HLDGS INC 0.0%
Value ($000) $171 Shares 50,875 Est. Cost $4.44 Unrealized -7.7%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $146 Shares 13,747 Est. Cost $11.02 Unrealized +3.2%
EFXT ENERFLEX LTD 0.0%
Value ($000) $115 Shares 10,625 Est. Cost $5.25 Unrealized +76.9%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $92 Shares 15,001 Est. Cost $3.88 Unrealized +23.9%
ATAI LIFE SCIENCES NV 0.0%
Value ($000) $88 Shares 16,689 Est. Cost $2.66 Unrealized
LAR LITHIUM ARGENTINA AG 0.0%
Value ($000) $64 Shares 19,250 Est. Cost $2.58 Unrealized +17.0%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $63 Shares 13,864 Est. Cost $2.76 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $52 Shares 15,649 Est. Cost $2.84 Unrealized +11.6%
RLMD RELMADA THERAPEUTICS INC 0.0%
Value ($000) $50 Shares 25,000 Est. Cost $2.44 Unrealized -60.7%
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $45 Shares 27,000 Est. Cost $3.20 Unrealized -41.6%
DYAI DYADIC INTL INC DEL 0.0%
Value ($000) $35 Shares 29,969 Est. Cost $1.75 Unrealized -44.3%
ACHV ACHIEVE LIFE SCIENCES INC 0.0%
Value ($000) $32 Shares 10,000 Est. Cost $2.74 Unrealized 0.0%
CGTX COGNITION THERAPEUTICS INC 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.36 Unrealized 0.0%