WBH ADVISORY INC Diversified Active

CIK: 0001259671 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $1,309,701 (100.0% shares, 0.0% debt)

Holdings (343)

VTI VANGUARD INDEX FDS 5.3%
Value ($000) $69,252 Shares 211,026 Est. Cost $159.51 Unrealized
VGT VANGUARD WORLD FD 5.1%
Value ($000) $66,260 Shares 88,746 Est. Cost $92.21 Unrealized
SCHB SCHWAB STRATEGIC TR 4.0%
Value ($000) $51,911 Shares 2,019,089 Est. Cost $32.59 Unrealized
SPYM SPDR SERIES TRUST 3.8%
Value ($000) $49,953 Shares 637,639 Est. Cost $55.39 Unrealized
XLK SELECT SECTOR SPDR TR 2.9%
Value ($000) $38,310 Shares 135,918 Est. Cost $129.82 Unrealized
VXUS VANGUARD STAR FDS 2.7%
Value ($000) $34,815 Shares 473,930 Est. Cost $54.51 Unrealized
FBND FIDELITY MERRIMACK STR TR 2.2%
Value ($000) $28,382 Shares 613,792 Est. Cost $47.86 Unrealized
BDYN BLACKROCK ETF TRUST 2.0%
Value ($000) $26,285 Shares 1,038,507 Est. Cost $25.31 Unrealized
SCHG SCHWAB STRATEGIC TR 2.0%
Value ($000) $25,679 Shares 804,729 Est. Cost $42.42 Unrealized
BND VANGUARD BD INDEX FDS 1.9%
Value ($000) $25,190 Shares 338,710 Est. Cost $77.39 Unrealized
VB VANGUARD INDEX FDS 1.8%
Value ($000) $23,579 Shares 92,729 Est. Cost $129.49 Unrealized
SCHX SCHWAB STRATEGIC TR 1.7%
Value ($000) $22,052 Shares 837,192 Est. Cost $35.37 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $22,013 Shares 32,890 Est. Cost $463.72 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $21,439 Shares 41,393 Est. Cost $214.82 Unrealized +136.8%
VGIT VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $21,289 Shares 354,633 Est. Cost $59.58 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $20,385 Shares 255,037 Est. Cost $78.42 Unrealized
XLY SELECT SECTOR SPDR TR 1.5%
Value ($000) $20,024 Shares 83,560 Est. Cost $150.43 Unrealized
XLF SELECT SECTOR SPDR TR 1.5%
Value ($000) $19,665 Shares 365,041 Est. Cost $37.39 Unrealized
BDVL BLACKROCK ETF TRUST 1.5%
Value ($000) $19,526 Shares 781,039 Est. Cost $25.00 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $18,541 Shares 315,052 Est. Cost $58.34 Unrealized
XLC SELECT SECTOR SPDR TR 1.4%
Value ($000) $18,346 Shares 154,985 Est. Cost $60.96 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $18,297 Shares 71,858 Est. Cost $103.76 Unrealized +117.4%
IEFA ISHARES TR 1.3%
Value ($000) $17,021 Shares 194,948 Est. Cost $63.40 Unrealized
VHT VANGUARD WORLD FD 1.2%
Value ($000) $16,260 Shares 62,633 Est. Cost $103.20 Unrealized
SCHF SCHWAB STRATEGIC TR 1.2%
Value ($000) $15,764 Shares 677,148 Est. Cost $26.10 Unrealized
ITOT ISHARES TR 1.2%
Value ($000) $15,505 Shares 106,457 Est. Cost $58.40 Unrealized
VFH VANGUARD WORLD FD 1.1%
Value ($000) $14,489 Shares 110,403 Est. Cost $48.52 Unrealized
XLI SELECT SECTOR SPDR TR 1.1%
Value ($000) $14,444 Shares 93,654 Est. Cost $103.15 Unrealized
SPSM SPDR SERIES TRUST 1.1%
Value ($000) $14,319 Shares 309,126 Est. Cost $35.60 Unrealized
SPMD SPDR SERIES TRUST 0.9%
Value ($000) $12,040 Shares 210,525 Est. Cost $39.22 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $11,913 Shares 86,450 Est. Cost $77.80 Unrealized
NEAR ISHARES U S ETF TR 0.9%
Value ($000) $11,490 Shares 224,059 Est. Cost $50.48 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.8%
Value ($000) $10,918 Shares 480,559 Est. Cost $22.44 Unrealized
XLV SELECT SECTOR SPDR TR 0.8%
Value ($000) $10,432 Shares 74,957 Est. Cost $109.20 Unrealized
MBB ISHARES TR 0.7%
Value ($000) $9,768 Shares 102,664 Est. Cost $95.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $9,276 Shares 18,450 Est. Cost $211.66 Unrealized +128.8%
LQD ISHARES TR 0.7%
Value ($000) $8,997 Shares 80,716 Est. Cost $106.35 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $8,954 Shares 36,233 Est. Cost $144.47 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $8,706 Shares 13,069 Est. Cost $236.93 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $8,022 Shares 112,393 Est. Cost $47.98 Unrealized
IEMG ISHARES INC 0.6%
Value ($000) $7,968 Shares 120,880 Est. Cost $53.63 Unrealized
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $7,917 Shares 185,012 Est. Cost $33.47 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $7,773 Shares 163,469 Est. Cost $47.18 Unrealized
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $7,300 Shares 92,508 Est. Cost $80.06 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $7,300 Shares 134,782 Est. Cost $53.68 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $6,840 Shares 76,565 Est. Cost $121.37 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $6,689 Shares 11,141 Est. Cost $252.58 Unrealized
SCHE SCHWAB STRATEGIC TR 0.5%
Value ($000) $6,052 Shares 181,348 Est. Cost $26.91 Unrealized
IEUR ISHARES TR 0.5%
Value ($000) $5,948 Shares 87,322 Est. Cost $60.38 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $5,725 Shares 23,548 Est. Cost $107.94 Unrealized +93.8%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $5,632 Shares 36,654 Est. Cost $65.79 Unrealized +135.5%
LLY ELI LILLY & CO 0.4%
Value ($000) $5,604 Shares 7,344 Est. Cost $55.15 Unrealized +1245.8%
VOX VANGUARD WORLD FD 0.4%
Value ($000) $5,544 Shares 29,532 Est. Cost $91.63 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $5,369 Shares 28,788 Est. Cost $136.65 Unrealized
IXUS ISHARES TR 0.4%
Value ($000) $5,351 Shares 64,803 Est. Cost $54.90 Unrealized
IYW ISHARES TR 0.4%
Value ($000) $4,831 Shares 24,667 Est. Cost $104.78 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $4,652 Shares 9,699 Est. Cost $377.65 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $4,614 Shares 4,984 Est. Cost $97.30 Unrealized +883.2%
SPTS SPDR SERIES TRUST 0.3%
Value ($000) $4,580 Shares 156,199 Est. Cost $29.30 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $4,305 Shares 91,973 Est. Cost $38.41 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $4,245 Shares 13,968 Est. Cost $78.52 Unrealized +283.8%
BINC BLACKROCK ETF TRUST II 0.3%
Value ($000) $4,209 Shares 79,066 Est. Cost $52.72 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $4,188 Shares 35,245 Est. Cost $90.18 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $4,119 Shares 41,087 Est. Cost $97.77 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $4,072 Shares 59,816 Est. Cost $60.62 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $4,066 Shares 75,047 Est. Cost $41.22 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $4,025 Shares 21,709 Est. Cost $78.57 Unrealized +115.8%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $3,994 Shares 12,662 Est. Cost $98.99 Unrealized +198.9%
IVW ISHARES TR 0.3%
Value ($000) $3,980 Shares 32,966 Est. Cost $67.71 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,979 Shares 142,620 Est. Cost $39.22 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $3,917 Shares 19,637 Est. Cost $138.84 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $3,644 Shares 16,596 Est. Cost $125.95 Unrealized +79.7%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,565 Shares 45,487 Est. Cost $56.63 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $3,448 Shares 24,553 Est. Cost $71.17 Unrealized +97.3%
VIS VANGUARD WORLD FD 0.3%
Value ($000) $3,448 Shares 11,636 Est. Cost $157.15 Unrealized
URTH ISHARES INC 0.3%
Value ($000) $3,433 Shares 18,909 Est. Cost $134.52 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $3,232 Shares 13,271 Est. Cost $107.52 Unrealized +95.2%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,151 Shares 115,405 Est. Cost $37.85 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $3,098 Shares 12,079 Est. Cost $247.98 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,061 Shares 125,464 Est. Cost $36.66 Unrealized
JGLO J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $3,039 Shares 44,841 Est. Cost $64.63 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,919 Shares 33,475 Est. Cost $61.07 Unrealized
GLDM WORLD GOLD TR 0.2%
Value ($000) $2,867 Shares 37,505 Est. Cost $62.50 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,819 Shares 87,255 Est. Cost $33.73 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $2,777 Shares 9,875 Est. Cost $37.51 Unrealized +577.6%
EFA ISHARES TR 0.2%
Value ($000) $2,669 Shares 28,587 Est. Cost $61.11 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $2,645 Shares 13,600 Est. Cost $146.02 Unrealized
VPU VANGUARD WORLD FD 0.2%
Value ($000) $2,606 Shares 13,761 Est. Cost $98.05 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $2,538 Shares 3,455 Est. Cost $129.06 Unrealized +475.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $2,511 Shares 36,705 Est. Cost $25.42 Unrealized +165.0%
CMI CUMMINS INC 0.2%
Value ($000) $2,475 Shares 5,861 Est. Cost $82.51 Unrealized +361.4%
WMT WALMART INC 0.2%
Value ($000) $2,474 Shares 24,007 Est. Cost $43.57 Unrealized +127.8%
VCR VANGUARD WORLD FD 0.2%
Value ($000) $2,448 Shares 6,180 Est. Cost $258.94 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $2,402 Shares 26,279 Est. Cost $90.03 Unrealized
RING ISHARES INC 0.2%
Value ($000) $2,395 Shares 37,007 Est. Cost $31.37 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,388 Shares 26,647 Est. Cost $72.17 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $2,377 Shares 4,981 Est. Cost $72.86 Unrealized +483.8%
VGLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,369 Shares 41,666 Est. Cost $57.14 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $2,290 Shares 7,438 Est. Cost $269.97 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,278 Shares 5,622 Est. Cost $142.35 Unrealized +173.4%
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,204 Shares 52,323 Est. Cost $34.35 Unrealized
V VISA INC 0.2%
Value ($000) $2,192 Shares 6,422 Est. Cost $155.86 Unrealized +121.4%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,185 Shares 73,718 Est. Cost $40.04 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $2,165 Shares 3,535 Est. Cost $293.85 Unrealized
VDE VANGUARD WORLD FD 0.2%
Value ($000) $2,118 Shares 16,829 Est. Cost $72.93 Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $2,114 Shares 13,910 Est. Cost $51.81 Unrealized +181.9%
JIRE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,096 Shares 28,503 Est. Cost $71.15 Unrealized
VDC VANGUARD WORLD FD 0.2%
Value ($000) $2,083 Shares 9,748 Est. Cost $164.07 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $2,034 Shares 33,943 Est. Cost $47.44 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,979 Shares 10,850 Est. Cost $30.85 Unrealized +425.3%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,977 Shares 39,492 Est. Cost $50.30 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,945 Shares 16,986 Est. Cost $58.98 Unrealized +98.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,930 Shares 6,912 Est. Cost $73.49 Unrealized +261.8%
IVE ISHARES TR 0.1%
Value ($000) $1,924 Shares 9,315 Est. Cost $134.74 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,851 Shares 3,254 Est. Cost $311.00 Unrealized +84.4%
TLH ISHARES TR 0.1%
Value ($000) $1,851 Shares 17,970 Est. Cost $102.56 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $1,819 Shares 1,909 Est. Cost $255.57 Unrealized +291.6%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,786 Shares 13,710 Est. Cost $61.76 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,729 Shares 9,269 Est. Cost $95.07 Unrealized +83.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,722 Shares 7,980 Est. Cost $152.56 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,710 Shares 72,860 Est. Cost $34.50 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,703 Shares 33,017 Est. Cost $21.80 Unrealized +121.7%
JAVA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,703 Shares 24,697 Est. Cost $66.04 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $1,690 Shares 6,174 Est. Cost $176.71 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,687 Shares 17,995 Est. Cost $86.98 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,565 Shares 6,228 Est. Cost $32.16 Unrealized +659.4%
PAVE GLOBAL X FDS 0.1%
Value ($000) $1,525 Shares 32,016 Est. Cost $25.17 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,491 Shares 10,496 Est. Cost $94.71 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,487 Shares 6,732 Est. Cost $41.13 Unrealized +443.9%
USIG ISHARES TR 0.1%
Value ($000) $1,442 Shares 27,622 Est. Cost $50.95 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,442 Shares 57,384 Est. Cost $28.67 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $1,432 Shares 30,647 Est. Cost $46.99 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $1,428 Shares 22,986 Est. Cost $52.16 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,402 Shares 6,054 Est. Cost $37.57 Unrealized +437.5%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $1,400 Shares 20,920 Est. Cost $78.55 Unrealized -12.1%
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,392 Shares 29,985 Est. Cost $46.34 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,368 Shares 21,560 Est. Cost $59.68 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,364 Shares 6,481 Est. Cost $87.68 Unrealized +136.2%
FLOT ISHARES TR 0.1%
Value ($000) $1,341 Shares 26,246 Est. Cost $50.93 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,338 Shares 37,679 Est. Cost $23.06 Unrealized +47.1%
SUI SUN CMNTYS INC 0.1%
Value ($000) $1,327 Shares 10,287 Est. Cost $95.32 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1,314 Shares 2,873 Est. Cost $157.11 Unrealized +211.6%
NKE NIKE INC 0.1%
Value ($000) $1,296 Shares 18,580 Est. Cost $43.26 Unrealized +70.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,290 Shares 4,295 Est. Cost $58.13 Unrealized +374.9%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $1,260 Shares 539 Est. Cost $1101.68 Unrealized +117.9%
ESGU ISHARES TR 0.1%
Value ($000) $1,258 Shares 8,641 Est. Cost $94.01 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $1,245 Shares 4,309 Est. Cost $176.68 Unrealized +59.3%
BLK BLACKROCK INC 0.1%
Value ($000) $1,206 Shares 1,034 Est. Cost $991.05 Unrealized +11.9%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,187 Shares 20,639 Est. Cost $47.19 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,187 Shares 1,947 Est. Cost $92.35 Unrealized +509.9%
KO COCA COLA CO 0.1%
Value ($000) $1,183 Shares 17,843 Est. Cost $29.73 Unrealized +128.5%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $1,167 Shares 1,539 Est. Cost $131.23 Unrealized +460.2%
NOW SERVICENOW INC 0.1%
Value ($000) $1,155 Shares 1,255 Est. Cost $69.71 Unrealized +168.0%
TSLA TESLA INC 0.1%
Value ($000) $1,142 Shares 2,567 Est. Cost $223.55 Unrealized +55.2%
TFI SPDR SERIES TRUST 0.1%
Value ($000) $1,135 Shares 24,915 Est. Cost $45.61 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,134 Shares 7,304 Est. Cost $76.34 Unrealized +99.5%
RTX RTX CORPORATION 0.1%
Value ($000) $1,131 Shares 6,760 Est. Cost $67.24 Unrealized +129.4%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $1,131 Shares 5,629 Est. Cost $130.74 Unrealized +49.7%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,120 Shares 3,816 Est. Cost $125.41 Unrealized +137.5%
INTU INTUIT 0.1%
Value ($000) $1,113 Shares 1,630 Est. Cost $169.03 Unrealized +325.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,104 Shares 3,324 Est. Cost $69.44 Unrealized +355.9%
EZU ISHARES INC 0.1%
Value ($000) $1,102 Shares 17,789 Est. Cost $53.81 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $1,097 Shares 11,371 Est. Cost $94.74 Unrealized
AOR ISHARES TR 0.1%
Value ($000) $1,097 Shares 17,034 Est. Cost $49.57 Unrealized
XAR SPDR SERIES TRUST 0.1%
Value ($000) $1,096 Shares 4,665 Est. Cost $137.74 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $1,095 Shares 2,361 Est. Cost $319.75 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $1,094 Shares 9,124 Est. Cost $99.81 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $1,047 Shares 3,708 Est. Cost $128.19 Unrealized +114.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,039 Shares 3,000 Est. Cost $204.54 Unrealized +71.8%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $981 Shares 3,166 Est. Cost $33.72 Unrealized +790.3%
CTAS CINTAS CORP 0.1%
Value ($000) $969 Shares 4,719 Est. Cost $166.94 Unrealized +27.5%
URI UNITED RENTALS INC 0.1%
Value ($000) $955 Shares 1,000 Est. Cost $204.61 Unrealized +334.2%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $931 Shares 8,195 Est. Cost $87.91 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $929 Shares 3,293 Est. Cost $131.04 Unrealized +98.1%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $918 Shares 7,420 Est. Cost $44.17 Unrealized +147.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $910 Shares 12,048 Est. Cost $58.25 Unrealized +24.0%
USMV ISHARES TR 0.1%
Value ($000) $900 Shares 9,463 Est. Cost $67.66 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $893 Shares 13,683 Est. Cost $86.61 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $886 Shares 30,452 Est. Cost $41.09 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $855 Shares 10,190 Est. Cost $35.49 Unrealized +128.2%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $854 Shares 2,594 Est. Cost $107.63 Unrealized +199.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $841 Shares 4,371 Est. Cost $75.30 Unrealized +171.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $840 Shares 7,451 Est. Cost $78.30 Unrealized +40.1%
IGV ISHARES TR 0.1%
Value ($000) $828 Shares 7,201 Est. Cost $88.93 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $820 Shares 2,792 Est. Cost $137.29 Unrealized
VAW VANGUARD WORLD FD 0.1%
Value ($000) $805 Shares 3,930 Est. Cost $158.75 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $804 Shares 9,507 Est. Cost $34.20 Unrealized +158.9%
IYG ISHARES TR 0.1%
Value ($000) $804 Shares 8,972 Est. Cost $82.80 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $799 Shares 6,426 Est. Cost $73.92 Unrealized +71.5%
ABT ABBOTT LABS 0.1%
Value ($000) $788 Shares 5,881 Est. Cost $34.33 Unrealized +280.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $780 Shares 980 Est. Cost $500.77 Unrealized +46.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $754 Shares 1 Est. Cost $729330.75 Unrealized -0.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $751 Shares 4,632 Est. Cost $75.47 Unrealized +118.9%
UNP UNION PAC CORP 0.1%
Value ($000) $745 Shares 3,153 Est. Cost $76.43 Unrealized +192.0%
MUNI PIMCO ETF TR 0.1%
Value ($000) $729 Shares 13,947 Est. Cost $51.11 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $719 Shares 5,940 Est. Cost $121.06 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $717 Shares 9,789 Est. Cost $73.29 Unrealized
SPHY SPDR SERIES TRUST 0.1%
Value ($000) $709 Shares 29,621 Est. Cost $23.67 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $709 Shares 2,960 Est. Cost $148.15 Unrealized +62.2%
AVGO BROADCOM INC 0.1%
Value ($000) $708 Shares 2,146 Est. Cost $145.67 Unrealized +109.9%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $703 Shares 1,667 Est. Cost $359.02 Unrealized +18.8%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $699 Shares 1,109 Est. Cost $257.79 Unrealized +130.7%
GNMA ISHARES TR 0.1%
Value ($000) $696 Shares 15,683 Est. Cost $42.34 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $686 Shares 1,375 Est. Cost $143.63 Unrealized +212.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $671 Shares 1,500 Est. Cost $377.87 Unrealized +27.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $665 Shares 8,315 Est. Cost $44.42 Unrealized +90.5%
IWD ISHARES TR 0.1%
Value ($000) $658 Shares 3,234 Est. Cost $188.69 Unrealized
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $648 Shares 8,935 Est. Cost $53.55 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $635 Shares 16,464 Est. Cost $26.34 Unrealized
ITM VANECK ETF TRUST 0.0%
Value ($000) $634 Shares 13,595 Est. Cost $45.50 Unrealized
FELV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $625 Shares 18,652 Est. Cost $26.85 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $623 Shares 1,045 Est. Cost $453.33 Unrealized
GLW CORNING INC 0.0%
Value ($000) $620 Shares 7,559 Est. Cost $37.59 Unrealized +72.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $614 Shares 4,681 Est. Cost $51.24 Unrealized +164.4%
ACWX ISHARES TR 0.0%
Value ($000) $608 Shares 9,358 Est. Cost $51.57 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $603 Shares 1,610 Est. Cost $131.32 Unrealized +176.6%
SPMB SPDR SERIES TRUST 0.0%
Value ($000) $599 Shares 26,704 Est. Cost $23.23 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $598 Shares 3,500 Est. Cost $44.51 Unrealized +280.8%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $592 Shares 6,100 Est. Cost $86.90 Unrealized +17.9%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $579 Shares 11,591 Est. Cost $49.25 Unrealized
T AT&T INC 0.0%
Value ($000) $577 Shares 20,420 Est. Cost $21.89 Unrealized +28.2%
IAU ISHARES GOLD TR 0.0%
Value ($000) $577 Shares 7,924 Est. Cost $34.24 Unrealized
MKC/V MCCORMICK & CO INC 0.0%
Value ($000) $568 Shares 8,512 Est. Cost $77.71 Unrealized -11.2%
PFFD GLOBAL X FDS 0.0%
Value ($000) $559 Shares 28,777 Est. Cost $19.01 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $557 Shares 2,351 Est. Cost $199.30 Unrealized +26.2%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $553 Shares 25,660 Est. Cost $20.62 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $552 Shares 1,161 Est. Cost $448.71 Unrealized +4.9%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $551 Shares 10,912 Est. Cost $50.47 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $550 Shares 5,148 Est. Cost $104.95 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $533 Shares 21,363 Est. Cost $25.30 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $525 Shares 4,241 Est. Cost $68.95 Unrealized +73.7%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $516 Shares 6,760 Est. Cost $58.09 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $512 Shares 10,093 Est. Cost $27.65 Unrealized
IXP ISHARES TR 0.0%
Value ($000) $508 Shares 4,107 Est. Cost $103.34 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $506 Shares 1,682 Est. Cost $124.38 Unrealized +119.2%
IWF ISHARES TR 0.0%
Value ($000) $504 Shares 1,075 Est. Cost $368.31 Unrealized
LVHD LEGG MASON ETF INVT 0.0%
Value ($000) $497 Shares 12,021 Est. Cost $39.86 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $490 Shares 4,387 Est. Cost $28.94 Unrealized +260.1%
AMGN AMGEN INC 0.0%
Value ($000) $486 Shares 1,722 Est. Cost $116.54 Unrealized +145.9%
RACE FERRARI N V 0.0%
Value ($000) $485 Shares 1,000 Est. Cost $255.40 Unrealized +87.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $483 Shares 7,307 Est. Cost $21.84 Unrealized +181.3%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $478 Shares 9,663 Est. Cost $47.56 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $473 Shares 1,744 Est. Cost $261.01 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $472 Shares 2,525 Est. Cost $81.66 Unrealized +120.0%
PFE PFIZER INC 0.0%
Value ($000) $455 Shares 17,846 Est. Cost $20.81 Unrealized +16.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $447 Shares 4,312 Est. Cost $44.25 Unrealized +133.3%
VMC VULCAN MATLS CO 0.0%
Value ($000) $442 Shares 1,436 Est. Cost $283.25 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $436 Shares 13,861 Est. Cost $28.20 Unrealized +17.6%
SMMU PIMCO ETF TR 0.0%
Value ($000) $432 Shares 8,552 Est. Cost $49.37 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $422 Shares 19,575 Est. Cost $27.84 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $420 Shares 1,541 Est. Cost $248.43 Unrealized +14.9%
DSI ISHARES TR 0.0%
Value ($000) $416 Shares 3,305 Est. Cost $92.73 Unrealized
MET METLIFE INC 0.0%
Value ($000) $409 Shares 4,966 Est. Cost $27.50 Unrealized +183.4%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $408 Shares 3,624 Est. Cost $32.01 Unrealized +238.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $407 Shares 1,195 Est. Cost $268.21 Unrealized +17.0%
BA BOEING CO 0.0%
Value ($000) $407 Shares 1,885 Est. Cost $142.16 Unrealized +58.6%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $405 Shares 5,508 Est. Cost $63.55 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $401 Shares 3,029 Est. Cost $59.60 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $401 Shares 8,170 Est. Cost $28.35 Unrealized +65.6%
EFAV ISHARES TR 0.0%
Value ($000) $395 Shares 4,652 Est. Cost $84.06 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $395 Shares 1,110 Est. Cost $222.52 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $389 Shares 6,888 Est. Cost $38.13 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $388 Shares 3,778 Est. Cost $53.45 Unrealized +92.3%
HDV ISHARES TR 0.0%
Value ($000) $388 Shares 3,165 Est. Cost $94.83 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $385 Shares 1,475 Est. Cost $84.38 Unrealized +205.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $381 Shares 8,661 Est. Cost $40.46 Unrealized +5.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $377 Shares 1,146 Est. Cost $353.77 Unrealized +6.9%
IEI ISHARES TR 0.0%
Value ($000) $370 Shares 3,099 Est. Cost $119.09 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $370 Shares 1,666 Est. Cost $197.22 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $361 Shares 3,388 Est. Cost $110.53 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $360 Shares 4,771 Est. Cost $46.26 Unrealized +46.6%
IWB ISHARES TR 0.0%
Value ($000) $358 Shares 979 Est. Cost $339.60 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $347 Shares 1,000 Est. Cost $197.24 Unrealized +64.2%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $346 Shares 5,496 Est. Cost $47.86 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $346 Shares 3,852 Est. Cost $52.36 Unrealized +84.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $343 Shares 2,059 Est. Cost $125.46 Unrealized +25.3%
SEIC SEI INVTS CO 0.0%
Value ($000) $339 Shares 4,000 Est. Cost $57.66 Unrealized +53.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $333 Shares 1,352 Est. Cost $163.79 Unrealized +59.1%
CCI CROWN CASTLE INC 0.0%
Value ($000) $328 Shares 3,400 Est. Cost $125.97 Unrealized -21.3%
FISV FISERV INC 0.0%
Value ($000) $325 Shares 2,520 Est. Cost $89.67 Unrealized +59.8%
MMM 3M CO 0.0%
Value ($000) $322 Shares 2,072 Est. Cost $67.04 Unrealized +128.4%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $321 Shares 4,805 Est. Cost $64.87 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $319 Shares 1,609 Est. Cost $44.91 Unrealized +341.7%
ICLN ISHARES TR 0.0%
Value ($000) $319 Shares 20,602 Est. Cost $18.77 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $318 Shares 7,075 Est. Cost $21.58 Unrealized +101.0%
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $318 Shares 10,482 Est. Cost $29.71 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $311 Shares 1,044 Est. Cost $200.23 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $303 Shares 6,267 Est. Cost $44.45 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $300 Shares 1,219 Est. Cost $163.57 Unrealized +46.1%
SPYX SPDR SERIES TRUST 0.0%
Value ($000) $299 Shares 5,454 Est. Cost $38.81 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $297 Shares 2,973 Est. Cost $95.23 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.0%
Value ($000) $296 Shares 3,480 Est. Cost $81.54 Unrealized
USXF ISHARES TR 0.0%
Value ($000) $293 Shares 5,117 Est. Cost $41.90 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $291 Shares 1,553 Est. Cost $166.07 Unrealized +10.8%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $284 Shares 4,994 Est. Cost $53.01 Unrealized +10.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $284 Shares 4,540 Est. Cost $49.22 Unrealized +28.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $282 Shares 1,238 Est. Cost $181.69 Unrealized +22.8%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $282 Shares 2,000 Est. Cost $151.59 Unrealized +0.7%
TFC TRUIST FINL CORP 0.0%
Value ($000) $279 Shares 6,097 Est. Cost $41.52 Unrealized +6.8%
IWO ISHARES TR 0.0%
Value ($000) $279 Shares 871 Est. Cost $285.86 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $277 Shares 3,299 Est. Cost $68.14 Unrealized +7.9%
ECL ECOLAB INC 0.0%
Value ($000) $277 Shares 1,012 Est. Cost $176.79 Unrealized +52.9%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $270 Shares 1,038 Est. Cost $270.73 Unrealized -1.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $267 Shares 1,400 Est. Cost $145.81 Unrealized +21.1%
ESGD ISHARES TR 0.0%
Value ($000) $267 Shares 2,868 Est. Cost $90.03 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $264 Shares 794 Est. Cost $247.41 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $264 Shares 1,850 Est. Cost $109.26 Unrealized
MLN VANECK ETF TRUST 0.0%
Value ($000) $263 Shares 15,066 Est. Cost $17.48 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $262 Shares 2,063 Est. Cost $42.78 Unrealized +220.6%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $254 Shares 5,772 Est. Cost $38.50 Unrealized
SUSC ISHARES TR 0.0%
Value ($000) $253 Shares 10,740 Est. Cost $23.28 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $248 Shares 7,381 Est. Cost $24.23 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $247 Shares 701 Est. Cost $494.25 Unrealized -27.4%
PSX PHILLIPS 66 0.0%
Value ($000) $246 Shares 1,810 Est. Cost $126.39 Unrealized 0.0%
IGPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $246 Shares 4,551 Est. Cost $49.15 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $244 Shares 1,500 Est. Cost $139.59 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $242 Shares 493 Est. Cost $298.27 Unrealized +71.0%
HAS HASBRO INC 0.0%
Value ($000) $240 Shares 3,159 Est. Cost $58.38 Unrealized +31.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $238 Shares 3,604 Est. Cost $62.81 Unrealized +14.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $235 Shares 1,152 Est. Cost $185.70 Unrealized +3.1%
IJJ ISHARES TR 0.0%
Value ($000) $234 Shares 1,803 Est. Cost $123.58 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $233 Shares 194 Est. Cost $113.07 Unrealized +7.9%
IGSB ISHARES TR 0.0%
Value ($000) $230 Shares 4,332 Est. Cost $52.79 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $230 Shares 2,740 Est. Cost $73.70 Unrealized +9.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $226 Shares 3,354 Est. Cost $31.59 Unrealized +102.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $226 Shares 1,394 Est. Cost $161.38 Unrealized 0.0%
MTB M & T BK CORP 0.0%
Value ($000) $223 Shares 1,129 Est. Cost $134.46 Unrealized +44.1%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $223 Shares 2,221 Est. Cost $100.20 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $221 Shares 2,333 Est. Cost $50.17 Unrealized +85.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $217 Shares 2,225 Est. Cost $73.20 Unrealized +41.5%
AIZ ASSURANT INC 0.0%
Value ($000) $217 Shares 1,000 Est. Cost $201.63 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $216 Shares 3,419 Est. Cost $51.76 Unrealized +31.8%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $212 Shares 4,940 Est. Cost $33.29 Unrealized +36.6%
CHIQ GLOBAL X FDS 0.0%
Value ($000) $211 Shares 8,711 Est. Cost $24.19 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $210 Shares 4,830 Est. Cost $43.42 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $207 Shares 6,435 Est. Cost $30.23 Unrealized 0.0%
STIP ISHARES TR 0.0%
Value ($000) $207 Shares 2,000 Est. Cost $101.32 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $205 Shares 1,458 Est. Cost $140.91 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $204 Shares 2,145 Est. Cost $91.27 Unrealized 0.0%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $203 Shares 466 Est. Cost $435.06 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $203 Shares 8,250 Est. Cost $21.88 Unrealized 0.0%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $154 Shares 28,559 Est. Cost $2.49 Unrealized +136.0%
BLND BLEND LABS INC 0.0%
Value ($000) $38 Shares 10,369 Est. Cost $11.59 Unrealized -69.0%