Cambridge Advisors Inc. Diversified Active

CIK: 0001633695 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 24, 2025

Total Value ($000): $456,551 (100.0% shares, 0.0% debt)

Holdings (175)

VOO VANGUARD INDEX FDS 16.2%
Value ($000) $74,103 Shares 144,194 Est. Cost $196.05 Unrealized
BND VANGUARD BD INDEX FDS 10.7%
Value ($000) $48,844 Shares 664,992 Est. Cost $81.35 Unrealized
VEA VANGUARD TAX-MANAGED FDS 6.8%
Value ($000) $30,981 Shares 609,512 Est. Cost $39.56 Unrealized
IJH ISHARES TR 3.4%
Value ($000) $15,576 Shares 266,940 Est. Cost $79.73 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.7%
Value ($000) $12,295 Shares 251,847 Est. Cost $54.21 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $11,977 Shares 15 Est. Cost $729330.75 Unrealized 0.0%
MSFT MICROSOFT CORP 2.4%
Value ($000) $10,916 Shares 29,080 Est. Cost $41.99 Unrealized +864.7%
VTI VANGUARD INDEX FDS 2.2%
Value ($000) $10,269 Shares 37,364 Est. Cost $130.24 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.2%
Value ($000) $10,051 Shares 18,873 Est. Cost $220.81 Unrealized +120.2%
JEPI J P MORGAN EXCHANGE TRADED F 2.1%
Value ($000) $9,561 Shares 167,317 Est. Cost $55.56 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 2.1%
Value ($000) $9,529 Shares 184,019 Est. Cost $49.82 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.1%
Value ($000) $9,363 Shares 114,519 Est. Cost $87.29 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $9,031 Shares 40,656 Est. Cost $98.84 Unrealized +133.5%
VWO VANGUARD INTL EQUITY INDEX F 2.0%
Value ($000) $9,023 Shares 199,369 Est. Cost $40.53 Unrealized
AMGN AMGEN INC 1.7%
Value ($000) $7,629 Shares 24,487 Est. Cost $182.69 Unrealized +57.2%
VIG VANGUARD SPECIALIZED FUNDS 1.5%
Value ($000) $6,985 Shares 36,009 Est. Cost $93.28 Unrealized
VNQ VANGUARD INDEX FDS 1.4%
Value ($000) $6,387 Shares 70,543 Est. Cost $82.05 Unrealized
SCHG SCHWAB STRATEGIC TR 1.4%
Value ($000) $6,378 Shares 254,699 Est. Cost $38.19 Unrealized
VB VANGUARD INDEX FDS 1.4%
Value ($000) $6,217 Shares 28,036 Est. Cost $137.00 Unrealized
SCHD SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,295 Shares 153,602 Est. Cost $36.76 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $4,244 Shares 142,945 Est. Cost $25.29 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.8%
Value ($000) $3,755 Shares 52,176 Est. Cost $65.33 Unrealized
UNP UNION PAC CORP 0.7%
Value ($000) $3,287 Shares 13,913 Est. Cost $93.49 Unrealized +152.0%
CAT CATERPILLAR INC 0.7%
Value ($000) $3,088 Shares 9,364 Est. Cost $78.40 Unrealized +348.9%
FNDX SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,058 Shares 129,506 Est. Cost $31.46 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,984 Shares 138,603 Est. Cost $33.64 Unrealized
BSTP INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,933 Shares 90,657 Est. Cost $23.86 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,813 Shares 138,629 Est. Cost $18.62 Unrealized
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $2,780 Shares 8,910 Est. Cost $72.56 Unrealized +381.6%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.6%
Value ($000) $2,756 Shares 89,256 Est. Cost $22.76 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $2,718 Shares 11,653 Est. Cost $56.54 Unrealized +328.1%
FTCS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,501 Shares 27,900 Est. Cost $66.28 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $2,330 Shares 6,453 Est. Cost $151.24 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $2,291 Shares 45,241 Est. Cost $50.19 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,287 Shares 4,089 Est. Cost $254.30 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $2,067 Shares 3,874 Est. Cost $177.36 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,057 Shares 12,404 Est. Cost $77.90 Unrealized +95.7%
DHR DANAHER CORPORATION 0.4%
Value ($000) $2,019 Shares 9,849 Est. Cost $38.37 Unrealized +465.5%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $2,006 Shares 18,507 Est. Cost $92.19 Unrealized +37.4%
META META PLATFORMS INC 0.4%
Value ($000) $1,932 Shares 3,353 Est. Cost $114.39 Unrealized +462.3%
ABBV ABBVIE INC 0.4%
Value ($000) $1,827 Shares 8,720 Est. Cost $44.80 Unrealized +322.7%
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,781 Shares 90,018 Est. Cost $25.02 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,695 Shares 45,208 Est. Cost $27.93 Unrealized
V VISA INC 0.4%
Value ($000) $1,693 Shares 4,831 Est. Cost $106.83 Unrealized +214.8%
GLW CORNING INC 0.4%
Value ($000) $1,632 Shares 35,653 Est. Cost $15.20 Unrealized +219.5%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,626 Shares 10,515 Est. Cost $108.63 Unrealized +66.3%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,613 Shares 3,841 Est. Cost $101.07 Unrealized
NAPR INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,518 Shares 31,824 Est. Cost $41.88 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,518 Shares 57,930 Est. Cost $36.84 Unrealized
FNDA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,475 Shares 53,834 Est. Cost $36.05 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $1,428 Shares 13,659 Est. Cost $91.63 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,413 Shares 17,895 Est. Cost $80.11 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $1,380 Shares 963 Est. Cost $14.58 Unrealized +496.8%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,356 Shares 5,526 Est. Cost $80.11 Unrealized +213.2%
VNQI VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,326 Shares 32,785 Est. Cost $47.50 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,319 Shares 30,085 Est. Cost $46.59 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,298 Shares 55,417 Est. Cost $40.31 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,272 Shares 9,100 Est. Cost $40.47 Unrealized +299.3%
IWM ISHARES TR 0.3%
Value ($000) $1,252 Shares 6,275 Est. Cost $133.32 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,241 Shares 15,186 Est. Cost $63.81 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,235 Shares 2,633 Est. Cost $204.01 Unrealized
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $1,212 Shares 19,509 Est. Cost $53.02 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,204 Shares 3,942 Est. Cost $147.81 Unrealized +99.9%
JGRO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,202 Shares 16,285 Est. Cost $80.76 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,198 Shares 20,025 Est. Cost $59.82 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $1,164 Shares 10,710 Est. Cost $119.08 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,111 Shares 2,122 Est. Cost $82.04 Unrealized +508.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,111 Shares 18,006 Est. Cost $19.93 Unrealized +201.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,102 Shares 6,466 Est. Cost $67.33 Unrealized +143.5%
DOGG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,084 Shares 52,016 Est. Cost $19.86 Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $1,079 Shares 9,675 Est. Cost $94.62 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,031 Shares 5,953 Est. Cost $104.71 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,030 Shares 4,153 Est. Cost $79.80 Unrealized +214.2%
PEP PEPSICO INC 0.2%
Value ($000) $985 Shares 6,570 Est. Cost $70.61 Unrealized +103.2%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $955 Shares 1,620 Est. Cost $156.95 Unrealized +255.2%
AMZN AMAZON COM INC 0.2%
Value ($000) $946 Shares 4,971 Est. Cost $130.26 Unrealized +66.6%
EME EMCOR GROUP INC 0.2%
Value ($000) $935 Shares 2,530 Est. Cost $41.13 Unrealized +950.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $932 Shares 5,569 Est. Cost $74.09 Unrealized +103.1%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $913 Shares 50,210 Est. Cost $22.15 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $908 Shares 6,845 Est. Cost $75.30 Unrealized +66.6%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $891 Shares 40,362 Est. Cost $33.92 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $887 Shares 20,031 Est. Cost $38.89 Unrealized
SAMT ADVISORS INNER CIRCLE FD III 0.2%
Value ($000) $884 Shares 30,286 Est. Cost $22.22 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $884 Shares 3,067 Est. Cost $145.93 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $871 Shares 7,326 Est. Cost $61.21 Unrealized +75.2%
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $799 Shares 32,840 Est. Cost $37.40 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $798 Shares 15,921 Est. Cost $51.17 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $783 Shares 2,910 Est. Cost $115.21 Unrealized +153.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $769 Shares 813 Est. Cost $517.64 Unrealized +87.5%
MRK MERCK & CO INC 0.2%
Value ($000) $767 Shares 8,541 Est. Cost $45.78 Unrealized +96.9%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $752 Shares 1,518 Est. Cost $288.07 Unrealized +92.0%
PSTP INNOVATOR ETFS TRUST 0.2%
Value ($000) $740 Shares 23,560 Est. Cost $25.50 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $724 Shares 7,384 Est. Cost $42.67 Unrealized +136.7%
SMH VANECK ETF TRUST 0.2%
Value ($000) $709 Shares 3,354 Est. Cost $212.91 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $698 Shares 5,146 Est. Cost $80.00 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $677 Shares 5,114 Est. Cost $54.61 Unrealized +128.5%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $668 Shares 30,393 Est. Cost $22.64 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $662 Shares 9,248 Est. Cost $35.60 Unrealized +82.5%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $659 Shares 24,506 Est. Cost $42.03 Unrealized
SAGP ADVISORS INNER CIRCLE FD III 0.1%
Value ($000) $649 Shares 21,521 Est. Cost $21.97 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $646 Shares 4,978 Est. Cost $91.47 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $639 Shares 6,458 Est. Cost $109.97 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $636 Shares 6,671 Est. Cost $105.87 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $620 Shares 5,179 Est. Cost $106.65 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $617 Shares 5,607 Est. Cost $72.50 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $593 Shares 12,986 Est. Cost $45.64 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $582 Shares 19,667 Est. Cost $23.79 Unrealized
HEQT SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $549 Shares 19,209 Est. Cost $28.57 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $547 Shares 973 Est. Cost $408.28 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $542 Shares 2,850 Est. Cost $99.70 Unrealized +110.2%
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $519 Shares 21,028 Est. Cost $24.57 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $519 Shares 11,201 Est. Cost $53.34 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $518 Shares 7,219 Est. Cost $42.60 Unrealized +73.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $492 Shares 2,850 Est. Cost $142.10 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $487 Shares 5,419 Est. Cost $58.29 Unrealized +49.9%
GOOG ALPHABET INC 0.1%
Value ($000) $472 Shares 3,023 Est. Cost $109.45 Unrealized +66.7%
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $463 Shares 18,567 Est. Cost $20.93 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $460 Shares 2,996 Est. Cost $57.49 Unrealized +177.8%
DMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $456 Shares 11,525 Est. Cost $31.29 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $436 Shares 3,250 Est. Cost $82.10 Unrealized
OUSM ALPS ETF TR 0.1%
Value ($000) $431 Shares 10,266 Est. Cost $32.26 Unrealized
EALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $429 Shares 13,950 Est. Cost $30.46 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $422 Shares 21,128 Est. Cost $19.97 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $417 Shares 1,710 Est. Cost $210.16 Unrealized +20.7%
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $411 Shares 9,903 Est. Cost $30.60 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $410 Shares 6,952 Est. Cost $33.92 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $384 Shares 406 Est. Cost $991.05 Unrealized -2.9%
MAXI SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $379 Shares 18,943 Est. Cost $20.84 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $369 Shares 1,485 Est. Cost $101.86 Unrealized +135.0%
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $368 Shares 8,100 Est. Cost $37.38 Unrealized
ITB ISHARES TR 0.1%
Value ($000) $362 Shares 3,800 Est. Cost $60.60 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $354 Shares 9,610 Est. Cost $30.67 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $344 Shares 16,409 Est. Cost $19.18 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $332 Shares 1,496 Est. Cost $158.27 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $322 Shares 5,086 Est. Cost $33.81 Unrealized +94.5%
INTC INTEL CORP 0.1%
Value ($000) $319 Shares 14,025 Est. Cost $28.31 Unrealized -22.7%
TGT TARGET CORP 0.1%
Value ($000) $317 Shares 3,040 Est. Cost $71.73 Unrealized +67.6%
GRMN GARMIN LTD 0.1%
Value ($000) $315 Shares 1,450 Est. Cost $127.62 Unrealized +66.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $314 Shares 1,372 Est. Cost $226.44 Unrealized +0.4%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $314 Shares 11,817 Est. Cost $39.16 Unrealized
DHDG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $313 Shares 10,390 Est. Cost $30.51 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $307 Shares 7,988 Est. Cost $30.25 Unrealized
IBND SPDR SER TR 0.1%
Value ($000) $307 Shares 10,400 Est. Cost $34.33 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $305 Shares 7,216 Est. Cost $31.92 Unrealized +38.4%
BALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $300 Shares 9,554 Est. Cost $31.38 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $298 Shares 13,844 Est. Cost $32.12 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $285 Shares 7,855 Est. Cost $30.85 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $284 Shares 908 Est. Cost $184.72 Unrealized +58.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $282 Shares 1,652 Est. Cost $163.46 Unrealized +13.1%
IYW ISHARES TR 0.1%
Value ($000) $281 Shares 2,000 Est. Cost $108.87 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $275 Shares 2,450 Est. Cost $73.07 Unrealized +37.6%
CLX CLOROX CO DEL 0.1%
Value ($000) $274 Shares 1,860 Est. Cost $73.11 Unrealized +102.4%
IQLT ISHARES TR 0.1%
Value ($000) $273 Shares 6,888 Est. Cost $37.21 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $271 Shares 7,600 Est. Cost $28.78 Unrealized
DE DEERE & CO 0.1%
Value ($000) $265 Shares 566 Est. Cost $183.85 Unrealized +151.0%
SPYV SPDR SER TR 0.1%
Value ($000) $262 Shares 5,130 Est. Cost $39.15 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $257 Shares 1,506 Est. Cost $124.04 Unrealized
BA BOEING CO 0.1%
Value ($000) $256 Shares 1,500 Est. Cost $269.22 Unrealized -35.7%
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $255 Shares 9,655 Est. Cost $27.01 Unrealized
DX DYNEX CAP INC 0.1%
Value ($000) $249 Shares 19,104 Est. Cost $12.24 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $245 Shares 18,507 Est. Cost $13.24 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $235 Shares 9,293 Est. Cost $23.34 Unrealized +5.9%
MMM 3M CO 0.1%
Value ($000) $228 Shares 1,555 Est. Cost $76.24 Unrealized +89.6%
DJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $227 Shares 5,548 Est. Cost $34.57 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $222 Shares 1,560 Est. Cost $76.29 Unrealized +70.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $220 Shares 3,666 Est. Cost $51.03 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $214 Shares 2,922 Est. Cost $31.20 Unrealized +87.5%
ADBE ADOBE INC 0.0%
Value ($000) $214 Shares 557 Est. Cost $538.95 Unrealized -20.4%
BX BLACKSTONE INC 0.0%
Value ($000) $210 Shares 1,500 Est. Cost $133.67 Unrealized +18.3%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $209 Shares 5,747 Est. Cost $36.41 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $209 Shares 1,849 Est. Cost $126.49 Unrealized
YGLD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $208 Shares 7,164 Est. Cost $29.00 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $207 Shares 5,570 Est. Cost $37.08 Unrealized
PINK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $206 Shares 7,037 Est. Cost $29.31 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $205 Shares 2,036 Est. Cost $100.73 Unrealized