CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 11, 2024

Total Value ($000): $701,547 (100.0% shares, 0.0% debt)

Holdings (335)

NVDA NVIDIA CORP COM 9.5%
Value ($000) $66,647 Shares 73,761 Est. Cost $15.70 Unrealized +361.5%
AGG ISHARES TR CORE US AGGREGATE BOND ETF 3.2%
Value ($000) $22,598 Shares 230,737 Est. Cost $103.49 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.0%
Value ($000) $20,714 Shares 39,601 Est. Cost $15067.15 Unrealized
EMXC ETF ISHARES INC MSCI EMR EX CHINA 2.9%
Value ($000) $20,160 Shares 350,239 Est. Cost $56.74 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $17,656 Shares 102,963 Est. Cost $88.36 Unrealized +104.0%
MSFT MICROSOFT CORP 2.5%
Value ($000) $17,358 Shares 41,259 Est. Cost $136.99 Unrealized +191.5%
GOOGL ALPHABET INC CAP STK CL A 2.4%
Value ($000) $16,815 Shares 111,409 Est. Cost $106.20 Unrealized +33.7%
AMZN AMAZON COM INC 2.1%
Value ($000) $15,056 Shares 83,469 Est. Cost $120.57 Unrealized +38.4%
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 2.1%
Value ($000) $14,698 Shares 599,424 Est. Cost $24.00 Unrealized
EFA ISHARES MSCI EAFE INDEX FD 2.0%
Value ($000) $14,081 Shares 176,318 Est. Cost $68.73 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.9%
Value ($000) $13,083 Shares 313,225 Est. Cost $763.29 Unrealized
COST COSTCO WHOLESALE CORP 1.8%
Value ($000) $12,872 Shares 17,570 Est. Cost $133.44 Unrealized +429.6%
META META PLATFORMS INC 1.7%
Value ($000) $12,170 Shares 25,064 Est. Cost $203.26 Unrealized +118.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.7%
Value ($000) $12,020 Shares 23,822 Est. Cost $119.63 Unrealized +379.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.7%
Value ($000) $12,000 Shares 239,232 Est. Cost $42.50 Unrealized
V VISA INC CLASS A 1.6%
Value ($000) $11,485 Shares 41,156 Est. Cost $68.04 Unrealized +300.3%
URI UNITED RENTALS INC 1.6%
Value ($000) $11,333 Shares 15,717 Est. Cost $135.92 Unrealized +364.3%
INTU INTUIT INC 1.6%
Value ($000) $10,884 Shares 16,745 Est. Cost $210.09 Unrealized +200.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.5%
Value ($000) $10,843 Shares 19,488 Est. Cost $24190.60 Unrealized
CAT CATERPILLAR INC 1.5%
Value ($000) $10,564 Shares 28,831 Est. Cost $212.44 Unrealized +46.4%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $10,081 Shares 23,695 Est. Cost $147.69 Unrealized +189.3%
AZO AUTOZONE INC 1.4%
Value ($000) $9,965 Shares 3,162 Est. Cost $2056.62 Unrealized +39.0%
LAM RESEARCH CORP COM 1.3%
Value ($000) $9,376 Shares 9,650 Est. Cost $340.39 Unrealized
ISRG INTUITIVE SURGICAL INC 1.3%
Value ($000) $8,974 Shares 22,486 Est. Cost $283.51 Unrealized +33.3%
IWM I SHARES RUSSELL 2000 1.3%
Value ($000) $8,973 Shares 42,668 Est. Cost $7267.91 Unrealized
DKS DICK'S SPORTING GOODS 1.3%
Value ($000) $8,925 Shares 39,692 Est. Cost $71.39 Unrealized +129.1%
UNH UNITEDHEALTH GROUP INC COM 1.3%
Value ($000) $8,906 Shares 18,003 Est. Cost $170.17 Unrealized +187.3%
VLO VALERO ENERGY CORP 1.2%
Value ($000) $8,721 Shares 51,096 Est. Cost $82.58 Unrealized +64.3%
ACM AECOM TECHNOLOGY CORP 1.2%
Value ($000) $8,626 Shares 87,945 Est. Cost $62.86 Unrealized +41.0%
NUE NUCOR CORP 1.2%
Value ($000) $8,568 Shares 43,297 Est. Cost $90.78 Unrealized +95.2%
AMGN AMGEN INC 1.2%
Value ($000) $8,221 Shares 28,915 Est. Cost $142.79 Unrealized +93.3%
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.1%
Value ($000) $7,874 Shares 101,309 Est. Cost $83.09 Unrealized
CMBS ISHARES CMBS 1.1%
Value ($000) $7,839 Shares 166,480 Est. Cost $45.72 Unrealized
MRK MERCK & CO INC NEW 1.1%
Value ($000) $7,457 Shares 56,516 Est. Cost $87.54 Unrealized +32.2%
ODFL OLD DOMINI COM USD 0.10 1.0%
Value ($000) $7,092 Shares 32,338 Est. Cost $185.33 Unrealized +11.2%
QCOM QUALCOMM INC 1.0%
Value ($000) $7,083 Shares 41,837 Est. Cost $77.78 Unrealized +91.0%
DHI D R HORTON INC 1.0%
Value ($000) $6,881 Shares 41,819 Est. Cost $52.53 Unrealized +180.1%
CMCSA COMCAST CORP NEW CL A 1.0%
Value ($000) $6,814 Shares 157,227 Est. Cost $32.98 Unrealized +23.2%
PGR PROGRESSIVE CORP OHIO 1.0%
Value ($000) $6,714 Shares 32,464 Est. Cost $102.23 Unrealized +66.9%
SHW SHERWIN WILLIAMS CO COM 0.9%
Value ($000) $6,310 Shares 18,167 Est. Cost $227.55 Unrealized +37.8%
MCO MOODYS CORP COM 0.9%
Value ($000) $6,098 Shares 15,515 Est. Cost $228.80 Unrealized +66.1%
NTAP NETAPP INC 0.8%
Value ($000) $5,612 Shares 53,461 Est. Cost $62.13 Unrealized +43.6%
VWOB VANGUARD EMERG MKTS GOV BND ETF 0.8%
Value ($000) $5,515 Shares 86,371 Est. Cost $69.58 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.8%
Value ($000) $5,400 Shares 20,635 Est. Cost $41.36 Unrealized +12.0%
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.8%
Value ($000) $5,367 Shares 130,681 Est. Cost $38.26 Unrealized
WMB WILLIAMS COS INC 0.7%
Value ($000) $4,924 Shares 126,364 Est. Cost $26.74 Unrealized +23.4%
HSY HERSHEY COMPANY 0.7%
Value ($000) $4,883 Shares 25,107 Est. Cost $102.79 Unrealized +77.1%
AMAT APPLIED MATERIALS INC 0.7%
Value ($000) $4,761 Shares 23,085 Est. Cost $84.15 Unrealized +114.4%
CB CHUBB LIMITED COM 0.6%
Value ($000) $4,323 Shares 16,682 Est. Cost $190.11 Unrealized +26.9%
SYK STRYKER CORP COM 0.6%
Value ($000) $4,206 Shares 11,753 Est. Cost $121.66 Unrealized +171.5%
ZTS ZOETIS INC 0.6%
Value ($000) $4,191 Shares 24,771 Est. Cost $138.68 Unrealized +32.2%
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,893 Shares 64,096 Est. Cost $84.67 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.5%
Value ($000) $3,528 Shares 27,469 Est. Cost $104.60 Unrealized +8.4%
JPM J P MORGAN CHASE & CO 0.5%
Value ($000) $3,479 Shares 17,368 Est. Cost $117.46 Unrealized +47.8%
EMB ISHARES TR JP MOR EM MK ETF 0.5%
Value ($000) $3,330 Shares 37,137 Est. Cost $85.67 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.5%
Value ($000) $3,284 Shares 29,713 Est. Cost $76.03 Unrealized
DE DEERE & CO 0.4%
Value ($000) $3,100 Shares 7,548 Est. Cost $365.05 Unrealized +2.0%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $3,015 Shares 18,580 Est. Cost $96.63 Unrealized +55.1%
SCHW CHARLES SCHWAB CORP 0.4%
Value ($000) $3,009 Shares 41,603 Est. Cost $56.24 Unrealized +14.3%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $2,826 Shares 21,851 Est. Cost $113.02 Unrealized +0.9%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,731 Shares 9,686 Est. Cost $208.29 Unrealized +33.5%
SCZ ISHARES TR EAFE SML CP ETF 0.4%
Value ($000) $2,657 Shares 41,956 Est. Cost $56.84 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,284 Shares 9,287 Est. Cost $136.22 Unrealized +73.0%
NFLX NETFLIX COM 0.3%
Value ($000) $2,279 Shares 3,753 Est. Cost $40.53 Unrealized +39.1%
KLAC KLA-TENCOR CORPORATION 0.3%
Value ($000) $2,251 Shares 3,222 Est. Cost $343.96 Unrealized +83.7%
LLY LILLY ELI & CO 0.3%
Value ($000) $2,240 Shares 2,880 Est. Cost $170.80 Unrealized +311.3%
HD HOME DEPOT INC 0.3%
Value ($000) $2,039 Shares 5,317 Est. Cost $159.62 Unrealized +118.3%
WMT WAL-MART STORES INC COM 0.3%
Value ($000) $1,884 Shares 31,314 Est. Cost $52.92 Unrealized +5.9%
AVGO BROADCOM INC 0.3%
Value ($000) $1,837 Shares 1,386 Est. Cost $45.66 Unrealized +165.5%
DHR DANAHER CORP DEL COM 0.3%
Value ($000) $1,772 Shares 7,095 Est. Cost $228.20 Unrealized +5.8%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,763 Shares 6,920 Est. Cost $86.54 Unrealized +156.6%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,728 Shares 17,034 Est. Cost $42.22 Unrealized +124.1%
IVV ISHARES S&P 500 INDEX FUND US 0.2%
Value ($000) $1,719 Shares 3,270 Est. Cost $938.74 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,661 Shares 3,651 Est. Cost $388.19 Unrealized +7.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,531 Shares 13,168 Est. Cost $74.50 Unrealized +31.7%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,480 Shares 11,780 Est. Cost $29.31 Unrealized +283.4%
XLK SECTOR SPDR TR - SHS BEN INT TECHNOLOGY 0.2%
Value ($000) $1,434 Shares 6,883 Est. Cost $192.71 Unrealized
XEL XCEL ENERGY INC 0.2%
Value ($000) $1,410 Shares 26,230 Est. Cost $38.24 Unrealized +39.5%
VNQ VANGUARD INDEX FDS REIT #986 0.2%
Value ($000) $1,401 Shares 16,201 Est. Cost $9838.82 Unrealized
XLV SECTOR SPDR TR FUND HEALTH CARE 0.2%
Value ($000) $1,390 Shares 9,411 Est. Cost $108.96 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $1,375 Shares 12,099 Est. Cost $99.66 Unrealized +11.2%
CBOE CBOE GLOBAL MARKETS INC 0.2%
Value ($000) $1,371 Shares 7,460 Est. Cost $123.27 Unrealized +47.2%
APD AIR PRODUCTS & CHEMICALS 0.2%
Value ($000) $1,363 Shares 5,626 Est. Cost $227.65 Unrealized +2.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,362 Shares 8,613 Est. Cost $106.14 Unrealized +41.6%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,324 Shares 1,376 Est. Cost $584.42 Unrealized +61.8%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,302 Shares 2,240 Est. Cost $350.01 Unrealized +59.3%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,286 Shares 25,764 Est. Cost $38.38 Unrealized +23.0%
HUM HUMANA INC 0.2%
Value ($000) $1,282 Shares 3,699 Est. Cost $100.91 Unrealized +266.3%
MAS MASCO CORPORATION 0.2%
Value ($000) $1,281 Shares 16,246 Est. Cost $26.72 Unrealized +161.0%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,273 Shares 2,290 Est. Cost $358.74 Unrealized +39.0%
KMI KINDER MORGAN INC DE 0.2%
Value ($000) $1,267 Shares 69,081 Est. Cost $15.24 Unrealized +4.9%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,261 Shares 6,142 Est. Cost $81.58 Unrealized +121.6%
CRM SALESFORCE INC 0.2%
Value ($000) $1,144 Shares 3,799 Est. Cost $154.65 Unrealized +84.4%
IWR ISHARES RUSSELL MID CAP INDEX 0.2%
Value ($000) $1,140 Shares 13,555 Est. Cost $578.88 Unrealized
XLU SECTOR SPDR UTILITIES 0.2%
Value ($000) $1,137 Shares 17,322 Est. Cost $65.82 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.2%
Value ($000) $1,100 Shares 4,441 Est. Cost $162.09 Unrealized +37.6%
ACN ACCENTURE PLC 0.2%
Value ($000) $1,089 Shares 3,141 Est. Cost $278.88 Unrealized +27.2%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $1,036 Shares 6,570 Est. Cost $98.35 Unrealized +41.3%
GPC GENUINE PARTS CO 0.1%
Value ($000) $1,029 Shares 6,643 Est. Cost $129.02 Unrealized +6.6%
EQT EQT CORP 0.1%
Value ($000) $1,027 Shares 27,725 Est. Cost $13.78 Unrealized +152.8%
FISV FISERV INC USD 0.01 0.1%
Value ($000) $1,027 Shares 6,423 Est. Cost $47.12 Unrealized +209.1%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $1,019 Shares 11,147 Est. Cost $53.31 Unrealized +66.2%
BLACKROCK INC 0.1%
Value ($000) $994 Shares 1,192 Est. Cost $650.17 Unrealized
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $962 Shares 3,812 Est. Cost $141.70 Unrealized +67.7%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $946 Shares 6,362 Est. Cost $138.40 Unrealized -1.4%
EOG EOG RES INC 0.1%
Value ($000) $923 Shares 7,220 Est. Cost $68.68 Unrealized +60.7%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $904 Shares 1,889 Est. Cost $313.43 Unrealized +42.3%
NOW SERVICENOW INC 0.1%
Value ($000) $872 Shares 1,144 Est. Cost $79.25 Unrealized +91.2%
LYB LYONDELLBASEIL INDU CL A 0.1%
Value ($000) $871 Shares 8,517 Est. Cost $74.80 Unrealized +12.5%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $849 Shares 3,268 Est. Cost $143.13 Unrealized +54.2%
XLF SELECT SECTOR FINANCIAL 0.1%
Value ($000) $844 Shares 20,049 Est. Cost $26.75 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $843 Shares 11,515 Est. Cost $72.35 Unrealized -0.5%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $832 Shares 5,462 Est. Cost $113.16 Unrealized +26.6%
AEE AMEREN CORP 0.1%
Value ($000) $812 Shares 10,977 Est. Cost $59.36 Unrealized +12.8%
KO COCA COLA CO 0.1%
Value ($000) $800 Shares 13,079 Est. Cost $41.28 Unrealized +37.3%
TSLA TESLA, INC 0.1%
Value ($000) $763 Shares 4,341 Est. Cost $217.31 Unrealized -10.1%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.1%
Value ($000) $761 Shares 6,217 Est. Cost $67.16 Unrealized +52.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $749 Shares 4,332 Est. Cost $93.72 Unrealized +62.1%
MCK MCKESSON HBOC INC 0.1%
Value ($000) $735 Shares 1,370 Est. Cost $253.06 Unrealized +98.9%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value ($000) $728 Shares 5,300 Est. Cost $53.57 Unrealized +142.3%
CTVA CORTEVA INC 0.1%
Value ($000) $717 Shares 12,441 Est. Cost $53.73 Unrealized -5.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $702 Shares 3,892 Est. Cost $88.45 Unrealized +97.6%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $661 Shares 1,375 Est. Cost $345.55 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $651 Shares 3,719 Est. Cost $90.32 Unrealized +74.1%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $644 Shares 3,694 Est. Cost $89.53 Unrealized +76.4%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $643 Shares 2,397 Est. Cost $139.60 Unrealized +77.4%
EXPE EXPEDIA GROUP, INC 0.1%
Value ($000) $614 Shares 4,461 Est. Cost $103.48 Unrealized +36.2%
ABBV ABBVIE INC USD 0.01 0.1%
Value ($000) $609 Shares 3,346 Est. Cost $112.49 Unrealized +44.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $600 Shares 2,425 Est. Cost $212.33 Unrealized +8.6%
AVUV AVANTIS US SMALL CAP VALUE ETF 0.1%
Value ($000) $576 Shares 6,151 Est. Cost $89.80 Unrealized
MPC MARATHON PET CORP COM 0.1%
Value ($000) $553 Shares 2,746 Est. Cost $109.08 Unrealized +50.7%
PFE PFIZER INC 0.1%
Value ($000) $550 Shares 19,838 Est. Cost $21.57 Unrealized +14.3%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $546 Shares 2,187 Est. Cost $213.26 Unrealized +9.8%
TGT TARGET CORP 0.1%
Value ($000) $535 Shares 3,020 Est. Cost $101.88 Unrealized +39.4%
LEN LENNAR CORP COM 0.1%
Value ($000) $529 Shares 3,074 Est. Cost $136.50 Unrealized +7.2%
ASML ASML HOLDING NV EUROPE 0.1%
Value ($000) $518 Shares 534 Est. Cost $968.83 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $508 Shares 6,628 Est. Cost $28.25 Unrealized +1.0%
XLP SECTOR SPDR TR CONS STAPLES 0.1%
Value ($000) $468 Shares 6,132 Est. Cost $57.67 Unrealized
APO APOLLO GLOBAL MGMT INCORPORATED 0.1%
Value ($000) $466 Shares 4,144 Est. Cost $102.73 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $461 Shares 2,627 Est. Cost $79.82 Unrealized +45.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $457 Shares 2,006 Est. Cost $110.91 Unrealized +82.9%
D DOMINION ENERGY INC 0.1%
Value ($000) $440 Shares 8,949 Est. Cost $47.92 Unrealized -11.0%
IAU ISHARES GOLD TR NPV NEW 0.1%
Value ($000) $415 Shares 9,882 Est. Cost $38.02 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $405 Shares 4,307 Est. Cost $77.39 Unrealized +7.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $386 Shares 6,041 Est. Cost $55.73 Unrealized -0.6%
BIIB BIOGEN INC 0.1%
Value ($000) $379 Shares 1,757 Est. Cost $243.75 Unrealized -3.9%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $378 Shares 6,891 Est. Cost $41.89 Unrealized +14.2%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $373 Shares 2,391 Est. Cost $109.70 Unrealized +24.4%
GLW CORNING INCORPORATED 0.1%
Value ($000) $373 Shares 11,322 Est. Cost $29.80 Unrealized +2.2%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $368 Shares 2,807 Est. Cost $2203.92 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $356 Shares 6,572 Est. Cost $43.77 Unrealized +5.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $348 Shares 1,824 Est. Cost $111.40 Unrealized +54.9%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $343 Shares 1,264 Est. Cost $232.33 Unrealized +4.8%
ALB ALBEMARLE COM 0.0%
Value ($000) $339 Shares 2,577 Est. Cost $135.29 Unrealized -12.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $328 Shares 779 Est. Cost $223.21 Unrealized +76.2%
NKE NIKE INC CL B 0.0%
Value ($000) $324 Shares 3,445 Est. Cost $74.60 Unrealized +31.1%
GFS GLOBAL FOUNDRIES INC 0.0%
Value ($000) $313 Shares 6,000 Est. Cost $62.07 Unrealized -11.8%
XLE SECTOR SPDR TR ENERGY 0.0%
Value ($000) $311 Shares 3,295 Est. Cost $72.88 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $306 Shares 6,851 Est. Cost $33.40 Unrealized +15.7%
PSX PHILLIPS 66 0.0%
Value ($000) $290 Shares 1,776 Est. Cost $58.96 Unrealized +128.9%
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $289 Shares 6,779 Est. Cost $23.48 Unrealized +60.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $289 Shares 3,023 Est. Cost $69.58 Unrealized +20.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $286 Shares 3,117 Est. Cost $51.74 Unrealized +64.2%
HOLX HOLOGIC INCORPORATED 0.0%
Value ($000) $277 Shares 3,550 Est. Cost $67.22 Unrealized +10.7%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $276 Shares 1,705 Est. Cost $104.04 Unrealized +35.7%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $271 Shares 3,404 Est. Cost $64.84 Unrealized +9.2%
CTAS CINTAS CORP COM 0.0%
Value ($000) $251 Shares 366 Est. Cost $83.20 Unrealized +82.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $248 Shares 3,502 Est. Cost $53.42 Unrealized +27.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $245 Shares 2,534 Est. Cost $68.91 Unrealized +28.4%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $243 Shares 395 Est. Cost $89.34 Unrealized +504.4%
INTC INTEL CORP 0.0%
Value ($000) $241 Shares 5,462 Est. Cost $42.58 Unrealized +3.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $235 Shares 3,161 Est. Cost $60.71 Unrealized
T AT&T INC 0.0%
Value ($000) $231 Shares 13,113 Est. Cost $14.71 Unrealized +6.2%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $227 Shares 1,734 Est. Cost $116.30 Unrealized
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $220 Shares 2,590 Est. Cost $100.08 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $211 Shares 925 Est. Cost $206.39 Unrealized
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $211 Shares 438 Est. Cost $346.00 Unrealized +30.8%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $207 Shares 2,400 Est. Cost $64.43 Unrealized +17.9%
EA ELECTRONIC ARTS 0.0%
Value ($000) $200 Shares 1,509 Est. Cost $128.28 Unrealized +6.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $189 Shares 1,307 Est. Cost $79.61 Unrealized +70.7%
KR KROGER CO 0.0%
Value ($000) $186 Shares 3,259 Est. Cost $30.66 Unrealized +54.4%
TMUS T MOBILE US INC 0.0%
Value ($000) $185 Shares 1,131 Est. Cost $111.70 Unrealized +41.6%
WM WASTE MANAGEMENT INC NEW 0.0%
Value ($000) $175 Shares 822 Est. Cost $94.29 Unrealized +102.6%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $168 Shares 4,300 Est. Cost $48.29 Unrealized -30.9%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $157 Shares 1,268 Est. Cost $96.11 Unrealized +12.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $157 Shares 1,328 Est. Cost $75.83 Unrealized +18.5%
LIN LINDE PLC NPV 0.0%
Value ($000) $156 Shares 335 Est. Cost $322.30 Unrealized +31.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $146 Shares 279 Est. Cost $427.31 Unrealized +20.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $141 Shares 500 Est. Cost $129.74 Unrealized +98.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $139 Shares 1,544 Est. Cost $57.41 Unrealized +41.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $137 Shares 1,568 Est. Cost $87.69 Unrealized -8.0%
XLY SELECT SECTOR CONS DISC 0.0%
Value ($000) $135 Shares 734 Est. Cost $127.97 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $131 Shares 360 Est. Cost $196.27 Unrealized +61.9%
VPL VANGUARD MSCI PACIFIC ETF 0.0%
Value ($000) $131 Shares 1,717 Est. Cost $5349.72 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $128 Shares 1,131 Est. Cost $49.40 Unrealized +101.2%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $117 Shares 858 Est. Cost $82.88 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $114 Shares 260 Est. Cost $72.19 Unrealized +441.3%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $113 Shares 9,060 Est. Cost $8.22 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $113 Shares 925 Est. Cost $128.20 Unrealized -20.6%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $111 Shares 585 Est. Cost $60.21 Unrealized +174.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $109 Shares 2,489 Est. Cost $19.97 Unrealized +78.8%
FLR FLUOR CORP 0.0%
Value ($000) $106 Shares 2,497 Est. Cost $36.95 Unrealized +3.9%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $104 Shares 6,040 Est. Cost $9.11 Unrealized
CHTR CHARTER COMMUNICATIONS 0.0%
Value ($000) $102 Shares 350 Est. Cost $426.53 Unrealized -24.6%
BA BOEING CO 0.0%
Value ($000) $100 Shares 516 Est. Cost $194.54 Unrealized +5.6%
CMI CUMMINS INC 0.0%
Value ($000) $97 Shares 329 Est. Cost $142.64 Unrealized +73.6%
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $95 Shares 3,079 Est. Cost $29.55 Unrealized
MMM 3M CO 0.0%
Value ($000) $94 Shares 882 Est. Cost $93.93 Unrealized -15.6%
VGSH VANGUARD SHORT TERM TREASURY ETF 0.0%
Value ($000) $91 Shares 1,574 Est. Cost $57.59 Unrealized
BF/B BROWN FORMAN CORP CL B COM 0.0%
Value ($000) $88 Shares 1,710 Est. Cost $55.37 Unrealized -4.1%
FAST FASTENAL CO 0.0%
Value ($000) $88 Shares 1,144 Est. Cost $24.12 Unrealized +40.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $87 Shares 168 Est. Cost $319.83 Unrealized +50.7%
VZ VERIZON COMMUNICATIONS INC USD 0.0%
Value ($000) $85 Shares 2,022 Est. Cost $39.58 Unrealized -9.2%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $85 Shares 75 Est. Cost $54.12 Unrealized +29.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $85 Shares 1,428 Est. Cost $43.77 Unrealized +31.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $84 Shares 715 Est. Cost $79.11 Unrealized +24.6%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $84 Shares 248 Est. Cost $235.00 Unrealized
CSX CSX CORP 0.0%
Value ($000) $82 Shares 2,214 Est. Cost $33.14 Unrealized +7.0%
DOW DOW INC 0.0%
Value ($000) $81 Shares 1,403 Est. Cost $36.75 Unrealized +33.2%
VGIT VANGUARD INTERMEDIATE TERM TREASURY 0.0%
Value ($000) $80 Shares 1,370 Est. Cost $57.15 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $80 Shares 192 Est. Cost $323.21 Unrealized +15.2%
VVV VALVOLINE INC 0.0%
Value ($000) $80 Shares 1,797 Est. Cost $32.67 Unrealized +22.1%
TRV TRAVELERS COS INC 0.0%
Value ($000) $78 Shares 340 Est. Cost $97.61 Unrealized +111.8%
GPN GLOBAL PMTS INC GEORGIA 0.0%
Value ($000) $76 Shares 567 Est. Cost $116.10 Unrealized +11.6%
AA ALCOA UPSTREAM CORP 0.0%
Value ($000) $74 Shares 2,190 Est. Cost $38.20 Unrealized -25.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $73 Shares 471 Est. Cost $257.78 Unrealized -47.0%
60 DEGREES PHARMACEUTICAL 0.0%
Value ($000) $70 Shares 268,000 Est. Cost $0.74 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $70 Shares 301 Est. Cost $136.41 Unrealized +52.4%
TE CONNECTIVITY LTD 0.0%
Value ($000) $65 Shares 450 Est. Cost $113.43 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $64 Shares 659 Est. Cost $66.50 Unrealized +30.6%
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $64 Shares 958 Est. Cost $106.66 Unrealized -42.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $63 Shares 1,708 Est. Cost $40.09 Unrealized -18.2%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $62 Shares 1,644 Est. Cost $31.82 Unrealized +3.1%
BX BLACKSTONE INC 0.0%
Value ($000) $60 Shares 454 Est. Cost $101.71 Unrealized +16.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $59 Shares 482 Est. Cost $39.79 Unrealized +188.1%
BP BP AMOCO P L C 0.0%
Value ($000) $58 Shares 1,543 Est. Cost $3655.79 Unrealized
PCY INVESCO EMERGING MKTS SOV DEBT ETF 0.0%
Value ($000) $58 Shares 2,836 Est. Cost $20.61 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $55 Shares 417 Est. Cost $82.07 Unrealized +42.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $54 Shares 793 Est. Cost $54.68 Unrealized
CYBERARK SOFTWARE LTD ILS 0.0%
Value ($000) $53 Shares 200 Est. Cost $265.63 Unrealized
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $52 Shares 899 Est. Cost $40.45 Unrealized +23.9%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $51 Shares 30 Est. Cost $20.44 Unrealized +346.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $49 Shares 695 Est. Cost $39.00 Unrealized +76.7%
MARATHON OIL CORP 0.0%
Value ($000) $48 Shares 1,702 Est. Cost $24.15 Unrealized
DGRO ISHARES TR CORE DIVID GWTH 0.0%
Value ($000) $45 Shares 774 Est. Cost $54.16 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $29.52 Unrealized +34.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $41 Shares 200 Est. Cost $5927.38 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $41 Shares 142 Est. Cost $248.40 Unrealized -3.5%
IEF ISHARES TR 7-10 Y TR BD ETF 0.0%
Value ($000) $41 Shares 434 Est. Cost $91.59 Unrealized
IEI I SHARES BARCLAYS 3-7 YEAR TREASURY BD 0.0%
Value ($000) $40 Shares 349 Est. Cost $113.16 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $40 Shares 776 Est. Cost $50.58 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $38 Shares 423 Est. Cost $69.79 Unrealized +18.9%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $38 Shares 660 Est. Cost $47.40 Unrealized +11.1%
HPQ HP INC COM 0.0%
Value ($000) $35 Shares 1,165 Est. Cost $30.42 Unrealized -10.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $34 Shares 302 Est. Cost $90.57 Unrealized 0.0%
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $33 Shares 408 Est. Cost $97.43 Unrealized
XLI SECTOR SPDR INDUSTRIALS 0.0%
Value ($000) $31 Shares 250 Est. Cost $94.56 Unrealized
ENVX ENOVIX CORP 0.0%
Value ($000) $30 Shares 3,760 Est. Cost $20.13 Unrealized -50.7%
PANW PALO ALTO NETWORKS INCORPORATED 0.0%
Value ($000) $30 Shares 106 Est. Cost $136.73 Unrealized +15.4%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $28 Shares 773 Est. Cost $53.94 Unrealized -38.5%
RIO RIO TINTO PLC 0.0%
Value ($000) $27 Shares 429 Est. Cost $83.92 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $27 Shares 320 Est. Cost $172.50 Unrealized -61.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $27 Shares 432 Est. Cost $60.48 Unrealized -9.4%
F FORD MOTOR COMPANY PAR $.01 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $10.69 Unrealized +0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $24 Shares 191 Est. Cost $90.22 Unrealized +19.3%
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $24 Shares 7,608 Est. Cost $6.95 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $24 Shares 94 Est. Cost $243.20 Unrealized -4.0%
QQQ INVESCO QQ UNIT SER 1 0.0%
Value ($000) $23 Shares 51 Est. Cost $444.00 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $22 Shares 380 Est. Cost $77.22 Unrealized -33.5%
LEA LEAR CORP COMMON 0.0%
Value ($000) $22 Shares 149 Est. Cost $133.55 Unrealized -3.1%
GIS GENERAL MILLS INC 0.0%
Value ($000) $21 Shares 300 Est. Cost $36.19 Unrealized +67.4%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $20 Shares 52 Est. Cost $213.75 Unrealized +116.3%
NNOX NANO-X IMAGING LTD 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $8.01 Unrealized 0.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $18 Shares 250 Est. Cost $51.93 Unrealized +24.7%
SPTM SPDR PORTFOLIO S&P 1500 0.0%
Value ($000) $17 Shares 262 Est. Cost $64.15 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 40 Est. Cost $286.08 Unrealized +47.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $16.89 Unrealized -14.6%
SHEL ROYAL DUTCH SHELL PLC NPV 0.0%
Value ($000) $15 Shares 230 Est. Cost $56.52 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $15 Shares 165 Est. Cost $66.50 Unrealized +23.1%
DVYE ISHARES IN EMERGING MARKETS DIV ETF 0.0%
Value ($000) $15 Shares 566 Est. Cost $26.15 Unrealized
BABA ALIBABA 0.0%
Value ($000) $14 Shares 200 Est. Cost $198.54 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $14 Shares 3,700 Est. Cost $5.12 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $14 Shares 48 Est. Cost $204.91 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $14 Shares 454 Est. Cost $21.26 Unrealized +37.4%
STT STATE STREET CORP 0.0%
Value ($000) $13 Shares 174 Est. Cost $44.85 Unrealized +55.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $13 Shares 65 Est. Cost $166.16 Unrealized +16.4%
DVY ISHARES DJ SELECT DIV ETF SELECT DIVID ETF 0.0%
Value ($000) $13 Shares 106 Est. Cost $123.18 Unrealized
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $13 Shares 200 Est. Cost $22.08 Unrealized +158.0%
CME CME GROUP INC 0.0%
Value ($000) $11 Shares 53 Est. Cost $180.18 Unrealized +9.5%
IDXX IDEXX LABORATORIES INC COM 0.0%
Value ($000) $11 Shares 21 Est. Cost $512.93 Unrealized +6.5%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $66.13 Unrealized +50.3%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $11 Shares 41 Est. Cost $39688.94 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $10 Shares 65 Est. Cost $110.62 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $10 Shares 33 Est. Cost $160.16 Unrealized +67.1%
SCHX SCHWAB US LARGE CAP 0.0%
Value ($000) $10 Shares 165 Est. Cost $62.05 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $9 Shares 139 Est. Cost $60.73 Unrealized -5.2%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $9 Shares 71 Est. Cost $138.91 Unrealized -15.2%
VIG VANGUARD S DIVIDEND APPRECIATION 0.0%
Value ($000) $9 Shares 47 Est. Cost $182.60 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $9 Shares 256 Est. Cost $29.14 Unrealized +1.4%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $8 Shares 53 Est. Cost $144.58 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $44.58 Unrealized +68.8%
CDNS CADENCE DESIGN SYSTEM INCORPORATED 0.0%
Value ($000) $8 Shares 26 Est. Cost $189.14 Unrealized +56.4%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $8 Shares 100 Est. Cost $44.32 Unrealized +54.5%
FREL FIDELITY C MSCI REAL ESTATE INDEX E 0.0%
Value ($000) $7 Shares 280 Est. Cost $26.09 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $7 Shares 116 Est. Cost $54.96 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $7 Shares 20 Est. Cost $217.64 Unrealized +35.5%
NET CLOUDFLARE INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $54.68 Unrealized +65.6%
WBD WARNER BROS DISCOVERY INC NPV 0.0%
Value ($000) $6 Shares 671 Est. Cost $18.55 Unrealized -48.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $6 Shares 58 Est. Cost $89.54 Unrealized 0.0%
WAB WABTEC CORPORATION 0.0%
Value ($000) $6 Shares 39 Est. Cost $111.67 Unrealized +20.2%
CLFD CLEARFIELD INC 0.0%
Value ($000) $5 Shares 172 Est. Cost $62.77 Unrealized -54.4%
IYW I SHARES US TECHNOLOGY ETF 0.0%
Value ($000) $5 Shares 39 Est. Cost $104.92 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $5 Shares 110 Est. Cost $32.24 Unrealized +25.5%
ARCADIUM LITHIUM PLC 0.0%
Value ($000) $5 Shares 1,157 Est. Cost $4.30 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $5 Shares 51 Est. Cost $88.78 Unrealized
KE KIMBALL ELECTRONICS INC 0.0%
Value ($000) $5 Shares 212 Est. Cost $25.78 Unrealized -12.3%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $299.98 Unrealized -60.9%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.70 Unrealized +9.0%
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $4 Shares 68 Est. Cost $20.24 Unrealized +194.3%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.39 Unrealized -4.5%
JOE ST JOE CORPORATION 0.0%
Value ($000) $4 Shares 69 Est. Cost $35.80 Unrealized +54.2%
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $3 Shares 60 Est. Cost $46.77 Unrealized -10.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $135.10 Unrealized +16.0%
IJS ISHARES S&P MIDCAP 600 VALUE INDEX FUND 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
WS WORTHINGTON STL INC 0.0%
Value ($000) $2 Shares 68 Est. Cost $27.30 Unrealized +11.1%
LUCID GROUP INC 0.0%
Value ($000) $2 Shares 725 Est. Cost $22.33 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $70.68 Unrealized +5.5%
EBS EMERGENT BIO SOLUTIONS 0.0%
Value ($000) $1 Shares 496 Est. Cost $77.10 Unrealized -97.1%
TDIV FIRST TR EXCHANGE TRADED FD VI 0.0%
Value ($000) $1 Shares 17 Est. Cost $54.06 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $11194.53 Unrealized
CATALENT INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $133.07 Unrealized
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $68.05 Unrealized +519.9%
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.02 Unrealized +12.7%
ADR OATLY GROUP AB 0.0%
Value ($000) $0 Shares 324 Est. Cost $14.57 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND EFT 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.33 Unrealized