Financial Synergies Wealth Advisors, Inc. Diversified Active

CIK: 0002017868 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Apr 4, 2024

Total Value ($000): $581,602 (100.0% shares, 0.0% debt)

Holdings (468)

IVV ISHARES TR 15.2%
Value ($000) $88,575 Shares 246,967 Est. Cost $310.82 Unrealized
VUG VANGUARD INDEX FDS 11.3%
Value ($000) $65,814 Shares 307,613 Est. Cost $245.58 Unrealized
VTV VANGUARD INDEX FDS 9.5%
Value ($000) $55,298 Shares 447,831 Est. Cost $116.04 Unrealized
DFCF DIMENSIONAL ETF TRUST 7.5%
Value ($000) $43,689 Shares 1,067,149 Est. Cost $43.62 Unrealized
EFV ISHARES TR 6.0%
Value ($000) $34,773 Shares 902,488 Est. Cost $44.33 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.3%
Value ($000) $30,609 Shares 841,839 Est. Cost $43.44 Unrealized
VXF VANGUARD INDEX FDS 5.0%
Value ($000) $28,918 Shares 227,501 Est. Cost $154.13 Unrealized
EFG ISHARES TR 4.8%
Value ($000) $27,661 Shares 381,215 Est. Cost $95.34 Unrealized
VO VANGUARD INDEX FDS 4.3%
Value ($000) $24,851 Shares 132,200 Est. Cost $190.44 Unrealized
VB VANGUARD INDEX FDS 4.0%
Value ($000) $23,364 Shares 136,706 Est. Cost $153.70 Unrealized
IEMG ISHARES INC 3.3%
Value ($000) $19,135 Shares 445,211 Est. Cost $57.75 Unrealized
VBR VANGUARD INDEX FDS 2.9%
Value ($000) $16,939 Shares 118,126 Est. Cost $106.92 Unrealized
VONV VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $14,956 Shares 250,565 Est. Cost $84.32 Unrealized
SLYV SPDR SER TR 1.8%
Value ($000) $10,515 Shares 156,608 Est. Cost $61.46 Unrealized
DFUV DIMENSIONAL ETF TRUST 1.8%
Value ($000) $10,511 Shares 354,971 Est. Cost $31.60 Unrealized
ISTB ISHARES TR 1.8%
Value ($000) $10,435 Shares 226,351 Est. Cost $48.85 Unrealized
SCHG SCHWAB STRATEGIC TR 1.7%
Value ($000) $9,690 Shares 173,627 Est. Cost $59.75 Unrealized
SPSM SPDR SER TR 1.6%
Value ($000) $9,242 Shares 271,350 Est. Cost $33.59 Unrealized
EEM ISHARES TR 0.7%
Value ($000) $3,828 Shares 109,743 Est. Cost $40.13 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $3,532 Shares 27,484 Est. Cost $136.87 Unrealized
IWN ISHARES TR 0.6%
Value ($000) $3,404 Shares 26,401 Est. Cost $136.15 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $2,116 Shares 12,827 Est. Cost $143.18 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,040 Shares 48,166 Est. Cost $54.84 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $2,038 Shares 5,707 Est. Cost $327.20 Unrealized
FNDF SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,025 Shares 80,527 Est. Cost $27.52 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,895 Shares 5,772 Est. Cost $332.31 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,828 Shares 30,194 Est. Cost $62.91 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,803 Shares 32,198 Est. Cost $61.69 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $1,755 Shares 8,003 Est. Cost $190.23 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,644 Shares 42,177 Est. Cost $40.22 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.3%
Value ($000) $1,572 Shares 35,388 Est. Cost $46.95 Unrealized
BOND PIMCO ETF TR 0.2%
Value ($000) $1,303 Shares 14,518 Est. Cost $109.93 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,281 Shares 17,952 Est. Cost $87.37 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,271 Shares 34,844 Est. Cost $42.10 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $1,258 Shares 25,786 Est. Cost $53.62 Unrealized
IDEV ISHARES TR 0.2%
Value ($000) $1,214 Shares 25,140 Est. Cost $51.36 Unrealized
SFNC SIMMONS 1ST NATL CORP 0.2%
Value ($000) $1,092 Shares 50,123 Est. Cost $23.11 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,027 Shares 45,867 Est. Cost $28.58 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $1,018 Shares 7,365 Est. Cost $120.75 Unrealized +27.8%
IEFA ISHARES TR 0.2%
Value ($000) $987 Shares 18,732 Est. Cost $58.85 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $923 Shares 35,834 Est. Cost $28.86 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $827 Shares 8,051 Est. Cost $104.67 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $814 Shares 17,044 Est. Cost $38.88 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $701 Shares 18,535 Est. Cost $58.19 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $685 Shares 30,819 Est. Cost $23.30 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $618 Shares 3,445 Est. Cost $164.99 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $588 Shares 2,549 Est. Cost $226.36 Unrealized +4.4%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $556 Shares 11,657 Est. Cost $58.23 Unrealized
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $533 Shares 12,531 Est. Cost $36.18 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $494 Shares 6,164 Est. Cost $86.01 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $453 Shares 1,707 Est. Cost $277.23 Unrealized +0.7%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $429 Shares 9,223 Est. Cost $47.95 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $422 Shares 15,014 Est. Cost $33.99 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $378 Shares 3,342 Est. Cost $125.13 Unrealized +1.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $361 Shares 2,516 Est. Cost $83.68 Unrealized +58.7%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $336 Shares 2,688 Est. Cost $114.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $332 Shares 1,242 Est. Cost $243.25 Unrealized +17.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $271 Shares 1,012 Est. Cost $271.15 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $269 Shares 3,662 Est. Cost $92.50 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $268 Shares 2,395 Est. Cost $105.75 Unrealized -7.7%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $264 Shares 3,530 Est. Cost $76.79 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $262 Shares 1,209 Est. Cost $219.72 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $250 Shares 4,157 Est. Cost $54.61 Unrealized -3.1%
AGG ISHARES TR 0.0%
Value ($000) $219 Shares 2,271 Est. Cost $101.67 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $210 Shares 3,623 Est. Cost $63.82 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $194 Shares 833 Est. Cost $231.07 Unrealized +11.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $191 Shares 1,414 Est. Cost $140.43 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $162 Shares 6,919 Est. Cost $25.93 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $161 Shares 1,700 Est. Cost $101.70 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $153 Shares 9,784 Est. Cost $13.69 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $146 Shares 1,064 Est. Cost $101.71 Unrealized +0.6%
SDY SPDR SER TR 0.0%
Value ($000) $144 Shares 1,294 Est. Cost $117.28 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $143 Shares 5,992 Est. Cost $24.61 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $138 Shares 7,381 Est. Cost $34.40 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $124 Shares 755 Est. Cost $172.29 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $122 Shares 360 Est. Cost $314.09 Unrealized +8.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $119 Shares 954 Est. Cost $120.01 Unrealized -4.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $114 Shares 3,182 Est. Cost $38.10 Unrealized -12.3%
MRNA MODERNA INC 0.0%
Value ($000) $114 Shares 964 Est. Cost $142.94 Unrealized +6.2%
PEP PEPSICO INC 0.0%
Value ($000) $109 Shares 667 Est. Cost $149.80 Unrealized +3.1%
IAU ISHARES GOLD TR 0.0%
Value ($000) $99 Shares 3,155 Est. Cost $34.31 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $97 Shares 2,025 Est. Cost $54.77 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $96 Shares 851 Est. Cost $124.91 Unrealized +1.7%
IGSB ISHARES TR 0.0%
Value ($000) $89 Shares 1,809 Est. Cost $55.03 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $88 Shares 13,300 Est. Cost $6.90 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $80 Shares 1,691 Est. Cost $53.39 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $80 Shares 2,944 Est. Cost $30.41 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $72 Shares 158 Est. Cost $469.47 Unrealized -3.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $71 Shares 692 Est. Cost $42.48 Unrealized +107.6%
SPIRIT AIRLS INC 0.0%
Value ($000) $66 Shares 3,500 Est. Cost $23.84 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $64 Shares 736 Est. Cost $57.81 Unrealized +40.7%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $63 Shares 1,082 Est. Cost $62.43 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $63 Shares 205 Est. Cost $307.37 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $63 Shares 1,090 Est. Cost $58.86 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $49 Shares 1,165 Est. Cost $44.20 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $49 Shares 1,220 Est. Cost $42.71 Unrealized -6.2%
HD HOME DEPOT INC 0.0%
Value ($000) $45 Shares 162 Est. Cost $269.30 Unrealized +0.5%
PFE PFIZER INC 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $42.00 Unrealized -3.8%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $43 Shares 1,505 Est. Cost $33.56 Unrealized -10.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $38 Shares 76 Est. Cost $319.66 Unrealized +54.9%
HPQ HP INC 0.0%
Value ($000) $38 Shares 1,516 Est. Cost $32.07 Unrealized -15.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $38 Shares 523 Est. Cost $71.51 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $35 Shares 700 Est. Cost $66.51 Unrealized -14.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $35 Shares 286 Est. Cost $17.77 Unrealized -11.2%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $34 Shares 461 Est. Cost $74.44 Unrealized
NFGC NEW FOUND GOLD CORP 0.0%
Value ($000) $34 Shares 9,646 Est. Cost $5.92 Unrealized -33.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $34 Shares 204 Est. Cost $151.37 Unrealized +0.2%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $33 Shares 491 Est. Cost $71.63 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $32 Shares 703 Est. Cost $48.04 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $31 Shares 623 Est. Cost $51.00 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $31 Shares 378 Est. Cost $74.84 Unrealized +0.7%
MRK MERCK & CO INC 0.0%
Value ($000) $29 Shares 337 Est. Cost $79.70 Unrealized +0.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $29 Shares 100 Est. Cost $307.87 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $27 Shares 498 Est. Cost $91.37 Unrealized -22.5%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $27 Shares 200 Est. Cost $147.67 Unrealized -5.8%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $27 Shares 460 Est. Cost $62.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $26 Shares 417 Est. Cost $93.61 Unrealized -9.0%
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $26 Shares 700 Est. Cost $52.21 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $26 Shares 188 Est. Cost $191.58 Unrealized -16.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $25 Shares 784 Est. Cost $39.31 Unrealized -10.9%
PARAMOUNT GLOBAL 0.0%
Value ($000) $24 Shares 1,272 Est. Cost $24.68 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $23 Shares 81 Est. Cost $336.69 Unrealized -3.4%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $23 Shares 548 Est. Cost $46.79 Unrealized -0.9%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $22 Shares 207 Est. Cost $113.02 Unrealized -6.5%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 149 Est. Cost $148.20 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 652 Est. Cost $31.44 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $19 Shares 126 Est. Cost $168.46 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $19 Shares 230 Est. Cost $70.51 Unrealized +11.1%
NKE NIKE INC 0.0%
Value ($000) $19 Shares 227 Est. Cost $111.29 Unrealized -8.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $19 Shares 262 Est. Cost $65.53 Unrealized +1.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $19 Shares 311 Est. Cost $56.14 Unrealized +1.4%
IUSG ISHARES TR 0.0%
Value ($000) $18 Shares 219 Est. Cost $83.70 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $17 Shares 1,455 Est. Cost $13.63 Unrealized -9.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $17 Shares 102 Est. Cost $166.30 Unrealized -2.5%
SLV ISHARES SILVER TR 0.0%
Value ($000) $17 Shares 977 Est. Cost $18.64 Unrealized
BA BOEING CO 0.0%
Value ($000) $16 Shares 135 Est. Cost $147.91 Unrealized +3.7%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.01 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $14 Shares 136 Est. Cost $108.39 Unrealized +0.3%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $14 Shares 376 Est. Cost $44.24 Unrealized
ABUS ARBUTUS BIOPHARMA CORP 0.0%
Value ($000) $14 Shares 7,350 Est. Cost $2.56 Unrealized -8.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 115 Est. Cost $126.62 Unrealized
MUST COLUMBIA ETF TR I 0.0%
Value ($000) $14 Shares 698 Est. Cost $20.19 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $13 Shares 34 Est. Cost $397.88 Unrealized -4.3%
MLN VANECK ETF TRUST 0.0%
Value ($000) $13 Shares 788 Est. Cost $17.65 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $12 Shares 213 Est. Cost $55.81 Unrealized +0.7%
SOXX ISHARES TR 0.0%
Value ($000) $12 Shares 38 Est. Cost $349.63 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $12 Shares 195 Est. Cost $47.56 Unrealized -9.1%
IWD ISHARES TR 0.0%
Value ($000) $12 Shares 89 Est. Cost $135.37 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $12 Shares 190 Est. Cost $66.08 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $12 Shares 64 Est. Cost $38.12 Unrealized -3.7%
IWF ISHARES TR 0.0%
Value ($000) $12 Shares 56 Est. Cost $210.96 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $12 Shares 135 Est. Cost $86.55 Unrealized +2.2%
SUSA ISHARES TR 0.0%
Value ($000) $12 Shares 152 Est. Cost $80.18 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 58 Est. Cost $197.03 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $11 Shares 129 Est. Cost $92.41 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 171 Est. Cost $70.13 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $11 Shares 213 Est. Cost $25.33 Unrealized -12.2%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $11 Shares 375 Est. Cost $31.51 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $11 Shares 171 Est. Cost $62.10 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 301 Est. Cost $39.80 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $10 Shares 80 Est. Cost $130.59 Unrealized 0.0%
NEXTERA ENERGY INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.65 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $10 Shares 219 Est. Cost $54.01 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $9 Shares 460 Est. Cost $21.84 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $9 Shares 334 Est. Cost $28.01 Unrealized +2.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $9 Shares 57 Est. Cost $181.10 Unrealized +1.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $9 Shares 155 Est. Cost $65.90 Unrealized
DOW DOW INC 0.0%
Value ($000) $9 Shares 213 Est. Cost $51.79 Unrealized -19.9%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $9 Shares 54 Est. Cost $171.37 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $9 Shares 125 Est. Cost $81.75 Unrealized
DMXF ISHARES TR 0.0%
Value ($000) $8 Shares 182 Est. Cost $51.67 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $8 Shares 196 Est. Cost $48.40 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $8 Shares 25 Est. Cost $289.25 Unrealized +16.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $8 Shares 96 Est. Cost $88.52 Unrealized -5.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $8 Shares 24 Est. Cost $407.78 Unrealized -9.9%
SAM BOSTON BEER INC 0.0%
Value ($000) $8 Shares 24 Est. Cost $347.95 Unrealized -0.6%
GOOGL ALPHABET INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $110.40 Unrealized -0.3%
LGO LARGO INC 0.0%
Value ($000) $7 Shares 1,400 Est. Cost $9.10 Unrealized -26.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $7 Shares 28 Est. Cost $348.20 Unrealized -11.1%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $8.62 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 88 Est. Cost $85.48 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $7 Shares 69 Est. Cost $108.44 Unrealized -3.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $6 Shares 133 Est. Cost $42.11 Unrealized +14.0%
SVB FINANCIAL GROUP 0.0%
Value ($000) $6 Shares 17 Est. Cost $395.00 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $5 Shares 13 Est. Cost $475.92 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $5 Shares 176 Est. Cost $38.36 Unrealized -12.2%
MMM 3M CO 0.0%
Value ($000) $5 Shares 46 Est. Cost $101.19 Unrealized -4.7%
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $5 Shares 218 Est. Cost $21.88 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $5 Shares 46 Est. Cost $99.65 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $5 Shares 149 Est. Cost $31.38 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 240 Est. Cost $20.55 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $4 Shares 95 Est. Cost $48.86 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $305.54 Unrealized +25.2%
VCEB VANGUARD WORLD FD 0.0%
Value ($000) $4 Shares 73 Est. Cost $62.16 Unrealized
LDEM ISHARES TR 0.0%
Value ($000) $4 Shares 105 Est. Cost $46.39 Unrealized
STAA STAAR SURGICAL CO 0.0%
Value ($000) $4 Shares 58 Est. Cost $64.43 Unrealized +32.8%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $4 Shares 53 Est. Cost $105.46 Unrealized -9.7%
TTC TORO CO 0.0%
Value ($000) $4 Shares 45 Est. Cost $81.15 Unrealized +5.5%
FVRR FIVERR INTL LTD 0.0%
Value ($000) $4 Shares 125 Est. Cost $47.54 Unrealized -25.3%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $4 Shares 360 Est. Cost $12.52 Unrealized +1.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 135 Est. Cost $26.55 Unrealized +4.1%
NFLX NETFLIX INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $22.20 Unrealized +0.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $4 Shares 130 Est. Cost $42.70 Unrealized -20.3%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $96.70 Unrealized -4.8%
QRVO QORVO INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $107.86 Unrealized -10.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $150.98 Unrealized +0.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $3 Shares 13 Est. Cost $281.55 Unrealized -2.4%
REVLON INC 0.0%
Value ($000) $3 Shares 600 Est. Cost $5.18 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 55 Est. Cost $56.44 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $3 Shares 53 Est. Cost $80.96 Unrealized -22.6%
V VISA INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $201.06 Unrealized -1.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $3 Shares 20 Est. Cost $144.95 Unrealized 0.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $2 Shares 9 Est. Cost $241.40 Unrealized +9.7%
CC CHEMOURS CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $32.21 Unrealized -9.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $2 Shares 6 Est. Cost $416.17 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $2 Shares 71 Est. Cost $37.90 Unrealized -9.3%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $2 Shares 5 Est. Cost $484.91 Unrealized +2.7%
ABT ABBOTT LABS 0.0%
Value ($000) $2 Shares 24 Est. Cost $106.10 Unrealized -5.7%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 200 Est. Cost $16.76 Unrealized -21.4%
NEOG NEOGEN CORP 0.0%
Value ($000) $2 Shares 162 Est. Cost $20.14 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $2 Shares 40 Est. Cost $56.76 Unrealized -1.3%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 133 Est. Cost $15.32 Unrealized -3.6%
LINDE PLC 0.0%
Value ($000) $2 Shares 8 Est. Cost $269.63 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 185 Est. Cost $18.55 Unrealized -26.7%
DMTKQ DERMTECH INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.54 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $2 Shares 24 Est. Cost $80.78 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $174.57 Unrealized -4.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $345.63 Unrealized +0.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $2 Shares 29 Est. Cost $58.27 Unrealized +2.8%
AVGO BROADCOM INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $52.39 Unrealized -8.2%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $2 Shares 68 Est. Cost $28.31 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $47.68 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 15 Est. Cost $119.93 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $234.60 Unrealized -8.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $2 Shares 6 Est. Cost $406.98 Unrealized -7.0%
BLACKROCK INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $609.33 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $102.30 Unrealized -8.6%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $166.76 Unrealized -3.2%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $2 Shares 54 Est. Cost $30.59 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $226.37 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $150.18 Unrealized -5.1%
USB US BANCORP DEL 0.0%
Value ($000) $2 Shares 39 Est. Cost $41.90 Unrealized -6.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $2 Shares 23 Est. Cost $33.73 Unrealized +4.4%
ORCL ORACLE CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.84 Unrealized +0.5%
EQNR EQUINOR ASA 0.0%
Value ($000) $2 Shares 46 Est. Cost $34.76 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.91 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $238.47 Unrealized +0.9%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 12 Est. Cost $132.00 Unrealized
UNILEVER PLC 0.0%
Value ($000) $1 Shares 34 Est. Cost $45.85 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $68.84 Unrealized +12.0%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $1 Shares 24 Est. Cost $64.93 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $290.01 Unrealized -2.7%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $428.58 Unrealized +9.5%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $219.04 Unrealized +5.9%
DDOG DATADOG INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $109.90 Unrealized -8.4%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $144.76 Unrealized +10.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $40.71 Unrealized -1.4%
VERITIV CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $108.57 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $126.05 Unrealized +7.6%
LOW LOWES COS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $179.56 Unrealized +1.6%
RMD RESMED INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $206.03 Unrealized +7.1%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $61.84 Unrealized +9.6%
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $1 Shares 16 Est. Cost $90.96 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $155.14 Unrealized +3.5%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $222.20 Unrealized +3.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 Shares 152 Est. Cost $13.35 Unrealized -19.7%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $103.34 Unrealized +6.3%
GDDY GODADDY INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $76.01 Unrealized -0.9%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $101.46 Unrealized 0.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $112.91 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $1 Shares 63 Est. Cost $26.79 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $301.94 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $301.65 Unrealized +12.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $95.38 Unrealized -1.4%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $160.18 Unrealized +7.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $145.52 Unrealized -2.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 17 Est. Cost $71.82 Unrealized +0.9%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $158.42 Unrealized +4.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $117.50 Unrealized -1.6%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $37.04 Unrealized -1.5%
CREDIT SUISSE GROUP 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.92 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $43.77 Unrealized -0.2%
INTU INTUIT 0.0%
Value ($000) $1 Shares 3 Est. Cost $404.46 Unrealized +4.5%
NOW SERVICENOW INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $90.05 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $1 Shares 35 Est. Cost $35.44 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $159.48 Unrealized -7.4%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1 Shares 7 Est. Cost $147.93 Unrealized +5.8%
SWITCH INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $33.52 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.25 Unrealized +12.5%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.78 Unrealized -1.4%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1242.73 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $1 Shares 97 Est. Cost $10.55 Unrealized +3.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.53 Unrealized -5.8%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 124 Est. Cost $9.29 Unrealized -9.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $226.47 Unrealized -1.6%
ABBNY ABB LTD 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.68 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $158.99 Unrealized -1.8%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $1 Shares 81 Est. Cost $21.45 Unrealized -18.5%
GREENBOX POS 0.0%
Value ($000) $1 Shares 1,010 Est. Cost $1.05 Unrealized
BHE BENCHMARK ELECTRS INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $23.73 Unrealized 0.0%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.40 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $105.92 Unrealized -6.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $64.35 Unrealized +0.8%
SO SOUTHERN CO 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.29 Unrealized +4.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $106.48 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $432.80 Unrealized +4.1%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $1 Shares 47 Est. Cost $25.13 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value ($000) $1 Shares 43 Est. Cost $21.60 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $64.14 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $217.16 Unrealized +0.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $202.51 Unrealized +8.2%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $1 Shares 20 Est. Cost $45.20 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $44.76 Unrealized +6.7%
PSA PUBLIC STORAGE 0.0%
Value ($000) $1 Shares 3 Est. Cost $288.90 Unrealized -2.7%
RELX RELX PLC 0.0%
Value ($000) $1 Shares 36 Est. Cost $26.94 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $183.39 Unrealized 0.0%
STLA STELLANTIS N.V 0.0%
Value ($000) $1 Shares 73 Est. Cost $12.37 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.14 Unrealized
MET METLIFE INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $59.26 Unrealized -2.7%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $101.72 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $48.56 Unrealized +3.6%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $1 Shares 23 Est. Cost $37.14 Unrealized +8.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $1 Shares 8 Est. Cost $123.36 Unrealized -9.6%
WAT WATERS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $317.42 Unrealized +0.6%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.99 Unrealized +4.2%
SPYG SPDR SER TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $52.31 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 6 Est. Cost $153.94 Unrealized -1.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.13 Unrealized +4.4%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $32.86 Unrealized +4.8%
MVST MICROVAST HOLDINGS INC 0.0%
Value ($000) $1 Shares 432 Est. Cost $4.29 Unrealized -44.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1 Shares 7 Est. Cost $127.28 Unrealized -2.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $69.34 Unrealized -1.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $151.71 Unrealized +0.4%
CSX CSX CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $30.95 Unrealized -4.3%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1 Shares 37 Est. Cost $23.16 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 22 Est. Cost $33.56 Unrealized -6.2%
CB CHUBB LIMITED 0.0%
Value ($000) $1 Shares 4 Est. Cost $196.27 Unrealized -7.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $43.02 Unrealized +8.4%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $43.49 Unrealized +5.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $228.42 Unrealized +0.5%
IWS ISHARES TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $103.29 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $88.48 Unrealized -7.9%
NANOSTRING TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $12.72 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $41.23 Unrealized -5.3%
SE SEA LTD 0.0%
Value ($000) $1 Shares 12 Est. Cost $66.92 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $1 Shares 46 Est. Cost $17.53 Unrealized -8.7%
WAB WABTEC 0.0%
Value ($000) $1 Shares 8 Est. Cost $87.32 Unrealized -0.7%
ALC ALCON AG 0.0%
Value ($000) $1 Shares 11 Est. Cost $72.16 Unrealized -4.8%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.80 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $223.52 Unrealized -4.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $1 Shares 13 Est. Cost $41.66 Unrealized +4.9%
KLAC KLA CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $323.74 Unrealized +3.4%
SRE SEMPRA 0.0%
Value ($000) $1 Shares 4 Est. Cost $71.33 Unrealized +1.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $120.31 Unrealized +14.2%
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.59 Unrealized +23.1%
ICL ICL GROUP LTD 0.0%
Value ($000) $1 Shares 69 Est. Cost $11.05 Unrealized -15.5%
PBH PRESTIGE CONSMR HEALTHCARE I 0.0%
Value ($000) $1 Shares 11 Est. Cost $55.13 Unrealized +0.4%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $125.31 Unrealized +6.8%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $127.87 Unrealized -6.9%
CME CME GROUP INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $181.95 Unrealized -6.3%
LTC LTC PPTYS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $38.43 Unrealized
CAJPY CANON INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $22.75 Unrealized
REVLON INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.18 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $96.09 Unrealized -9.2%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $58.42 Unrealized +22.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.29 Unrealized -0.8%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $115.34 Unrealized -6.8%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 20 Est. Cost $29.51 Unrealized -13.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $161.81 Unrealized -5.9%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.50 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $196.73 Unrealized -0.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $86.63 Unrealized +0.6%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $72.65 Unrealized +4.2%
FMC FMC CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $106.89 Unrealized -11.2%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.84 Unrealized +0.6%
AMPH AMPHASTAR PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 15 Est. Cost $35.69 Unrealized -8.5%
KELLOGG CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.31 Unrealized +6.7%
TTMI TTM TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 31 Est. Cost $13.82 Unrealized +4.3%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $56.50 Unrealized +1.4%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $397.38 Unrealized +1.3%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $54.37 Unrealized +0.4%
SIGA SIGA TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $6.86 Unrealized +82.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 5 Est. Cost $76.33 Unrealized -0.4%
CTAS CINTAS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.28 Unrealized +5.1%
TS TENARIS S A 0.0%
Value ($000) $0 Shares 15 Est. Cost $25.73 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $95.18 Unrealized -26.6%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $95.43 Unrealized +3.4%
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $21.07 Unrealized +7.9%
INVA INNOVIVA INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $16.38 Unrealized -16.3%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.71 Unrealized -8.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $89.42 Unrealized +1.5%
FUBO FUBOTV INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.58 Unrealized 0.0%
ARGX ARGENX SE 0.0%
Value ($000) $0 Shares 1 Est. Cost $379.00 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $28.25 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.62 Unrealized -9.7%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $186.76 Unrealized -1.6%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 81 Est. Cost $4.61 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $158.60 Unrealized +3.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.05 Unrealized +2.2%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $182.08 Unrealized +0.4%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.62 Unrealized +11.8%
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.67 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.14 Unrealized -9.6%
INVH INVITATION HOMES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.60 Unrealized -2.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.04 Unrealized -4.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $0 Shares 3 Est. Cost $128.38 Unrealized -5.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $112.87 Unrealized -0.7%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $47.91 Unrealized +1.7%
INCY INCYTE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.93 Unrealized -2.7%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.57 Unrealized +37.0%
BUNGE LIMITED 0.0%
Value ($000) $0 Shares 4 Est. Cost $90.75 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $302.10 Unrealized +6.6%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $150.99 Unrealized +13.9%
WELL WELLTOWER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $81.18 Unrealized -11.5%
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $23.62 Unrealized -5.3%
MTRN MATERION CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.32 Unrealized +2.6%
VMWARE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $114.00 Unrealized
NIO NIO INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.72 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $161.97 Unrealized -6.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.43 Unrealized -6.8%
AVT AVNET INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.62 Unrealized -0.8%
JBL JABIL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.29 Unrealized +0.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.07 Unrealized -14.1%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $317.61 Unrealized -3.5%
INTRA-CELLULAR THERAPIES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.17 Unrealized
ARW ARROW ELECTRS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $116.75 Unrealized -6.5%
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $24.63 Unrealized -5.8%
AON AON PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $279.95 Unrealized -1.5%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $212.49 Unrealized +14.2%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.36 Unrealized -11.3%
PLUS EPLUS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.95 Unrealized -12.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $128.50 Unrealized +5.7%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $65.15 Unrealized -6.7%
TELFY TELEFONICA S A 0.0%
Value ($000) $0 Shares 76 Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $126.95 Unrealized -2.9%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $59.39 Unrealized -8.8%
TRGP TARGA RES CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.31 Unrealized -8.0%
CITIUS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.92 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $273.47 Unrealized +7.9%
FOX FOX CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $30.87 Unrealized -3.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $208.80 Unrealized +8.7%
HRMY HARMONY BIOSCIENCES HLDGS IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.02 Unrealized +8.3%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.68 Unrealized 0.0%
SCSC SCANSOURCE INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $35.05 Unrealized -13.8%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $203.30 Unrealized +10.0%
AN AUTONATION INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $113.41 Unrealized +3.5%
ALKS ALKERMES PLC 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.72 Unrealized -9.4%
LFUS LITTELFUSE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $250.79 Unrealized -4.8%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.24 Unrealized -6.7%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.93 Unrealized 0.0%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.56 Unrealized -3.6%
ZUORA INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $8.83 Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $5.89 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.00 Unrealized
PCRX PACIRA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $65.50 Unrealized -15.1%
EXEL EXELIXIS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.61 Unrealized -6.2%
MP MP MATERIALS CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $40.36 Unrealized -19.0%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.03 Unrealized +3.3%
FLEX FLEX LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost $12.39 Unrealized +3.2%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.00 Unrealized
WESTROCK CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.00 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $6.58 Unrealized -27.9%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.55 Unrealized -54.8%
SONO SONOS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.42 Unrealized -20.8%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.78 Unrealized -27.6%
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $5.93 Unrealized +0.8%
MARA MARATHON DIGITAL HOLDINGS IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.38 Unrealized -11.5%
CENNTRO ELECTRIC GROUP LIMIT 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.75 Unrealized