MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 5, 2022

Total Value ($000): $1,330,289 (100.0% shares, 0.0% debt)

Holdings (573)

MINJX MFS INTERNATIONAL INTRINSIC VALUE R6 4.3%
Value ($000) $56,897 Shares 1,447,398 Est. Cost $45.16 Unrealized
BROADWAY BANCSHARES INC TEX COM 3.7%
Value ($000) $49,786 Shares 224,798 Est. Cost $193.86 Unrealized
BROADWAY BANCSHARES INC TEX COM 3.3%
Value ($000) $44,327 Shares 200,150 Est. Cost $193.28 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 3.3%
Value ($000) $43,949 Shares 1,927,552 Est. Cost $20.39 Unrealized
TROIX T ROWE PRICE OVERSEAS STOCK-I 3.2%
Value ($000) $42,215 Shares 3,941,574 Est. Cost $11.33 Unrealized
APDJX ARTISAN INTERNATIONAL SMALL MID ADVISOR 3.1%
Value ($000) $40,704 Shares 2,742,895 Est. Cost $13.88 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 2.1%
Value ($000) $27,807 Shares 2,970,867 Est. Cost $10.24 Unrealized
GQGIX GQG PARTNERS EMERGING MKTS EQUITY INSTL 1.9%
Value ($000) $24,831 Shares 1,788,974 Est. Cost $16.43 Unrealized
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 1.6%
Value ($000) $20,920 Shares 1,300,202 Est. Cost $15.21 Unrealized
WCMEX WCM FOCUSED EMERGING MARKETS FD INSTL 1.4%
Value ($000) $19,286 Shares 1,461,036 Est. Cost $15.33 Unrealized
MSFT MICROSOFT CORPORATION 1.4%
Value ($000) $18,927 Shares 73,694 Est. Cost $58.08 Unrealized +353.6%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $17,134 Shares 96,524 Est. Cost $82.63 Unrealized +93.6%
AAPL APPLE INC. 1.3%
Value ($000) $16,815 Shares 122,983 Est. Cost $82.59 Unrealized +80.0%
MRK MERCK & CO INC 1.2%
Value ($000) $16,373 Shares 179,590 Est. Cost $55.90 Unrealized +41.7%
JHEQX JPMORGAN HEDGED EQUITY FUND I 1.2%
Value ($000) $16,201 Shares 666,983 Est. Cost $21.14 Unrealized
BILPX BLACKROCK EVENT DRIVEN EQUITY FUND 1.2%
Value ($000) $16,135 Shares 1,660,023 Est. Cost $9.70 Unrealized
AVGO BROADCOM INC 1.2%
Value ($000) $15,468 Shares 31,840 Est. Cost $24.49 Unrealized +114.0%
MCD MCDONALDS CORP. 1.1%
Value ($000) $15,223 Shares 61,661 Est. Cost $96.70 Unrealized +134.1%
CCI CROWN CASTLE INTL CORP 1.1%
Value ($000) $14,035 Shares 83,357 Est. Cost $77.59 Unrealized +93.5%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $13,964 Shares 124,005 Est. Cost $54.38 Unrealized +107.8%
BLACKROCK INC 1.0%
Value ($000) $13,020 Shares 21,379 Est. Cost $316.13 Unrealized
SBUX STARBUCKS CORP 0.9%
Value ($000) $12,340 Shares 161,545 Est. Cost $60.40 Unrealized +16.5%
DRRIX BNY MELLON GLOBAL REAL RETURN FUND INSTL 0.9%
Value ($000) $12,304 Shares 762,322 Est. Cost $16.28 Unrealized
HD HOME DEPOT INC 0.9%
Value ($000) $12,144 Shares 44,280 Est. Cost $225.70 Unrealized +19.2%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $11,620 Shares 80,259 Est. Cost $71.95 Unrealized +98.3%
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.8%
Value ($000) $11,139 Shares 1,063,820 Est. Cost $11.68 Unrealized
GLD SPDR GOLD TRUST 0.8%
Value ($000) $10,871 Shares 64,530 Est. Cost $120.43 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $10,345 Shares 19,042 Est. Cost $89.95 Unrealized +505.5%
FNWFX AMERICAN NEW WORLD FUND F3 0.8%
Value ($000) $10,222 Shares 155,586 Est. Cost $66.16 Unrealized
UNH UNITEDHEALTH GROUP INC. 0.7%
Value ($000) $9,832 Shares 19,141 Est. Cost $217.66 Unrealized +116.4%
BIMBX BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTL 0.7%
Value ($000) $9,541 Shares 945,652 Est. Cost $10.26 Unrealized
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $9,469 Shares 4,345 Est. Cost $39.47 Unrealized +196.0%
GTEYX GATEWAY FUND 0.7%
Value ($000) $9,372 Shares 264,301 Est. Cost $31.39 Unrealized
CMNIX CALAMOS MARKET NEUTRAL INCOME FUND I 0.7%
Value ($000) $9,311 Shares 690,154 Est. Cost $13.39 Unrealized
COST COSTCO WHOLESALE CORP. 0.7%
Value ($000) $9,309 Shares 19,421 Est. Cost $104.76 Unrealized +362.9%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $8,891 Shares 18,000 Est. Cost $89.50 Unrealized -0.9%
TMUS T-MOBILE US INC 0.6%
Value ($000) $8,288 Shares 61,606 Est. Cost $114.03 Unrealized +10.5%
UNP UNION PACIFIC CORPORATION 0.6%
Value ($000) $8,107 Shares 38,010 Est. Cost $105.22 Unrealized +98.4%
V VISA INC 0.6%
Value ($000) $8,077 Shares 41,021 Est. Cost $178.60 Unrealized +12.6%
PAYX PAYCHEX INC COM 0.6%
Value ($000) $8,055 Shares 70,735 Est. Cost $51.94 Unrealized +117.3%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $8,009 Shares 124,400 Est. Cost $20.86 Unrealized +61.0%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.6%
Value ($000) $7,978 Shares 128,476 Est. Cost $39.12 Unrealized +46.3%
KO COCA COLA CO. 0.6%
Value ($000) $7,937 Shares 126,174 Est. Cost $37.74 Unrealized +50.4%
ACN ACCENTURE PLC 0.6%
Value ($000) $7,930 Shares 28,560 Est. Cost $73.23 Unrealized +288.7%
WM WASTE MANAGEMENT INC (NEW) 0.6%
Value ($000) $7,764 Shares 50,757 Est. Cost $142.54 Unrealized +3.8%
ZTS ZOETIS INC 0.6%
Value ($000) $7,743 Shares 45,050 Est. Cost $89.73 Unrealized +85.8%
BMY BRISTOL MYERS SQUIBB 0.6%
Value ($000) $7,627 Shares 99,052 Est. Cost $47.35 Unrealized +37.2%
TXN TEXAS INSTRUMENTS 0.6%
Value ($000) $7,606 Shares 49,497 Est. Cost $93.49 Unrealized +61.5%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $7,418 Shares 18,797 Est. Cost $352.65 Unrealized +20.5%
QCOM QUALCOMM INC 0.5%
Value ($000) $7,275 Shares 56,952 Est. Cost $78.53 Unrealized +59.1%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $7,275 Shares 41,857 Est. Cost $94.79 Unrealized +75.4%
NEE NEXTERA ENERGY 0.5%
Value ($000) $7,229 Shares 93,328 Est. Cost $64.71 Unrealized +6.4%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.5%
Value ($000) $7,218 Shares 76,759 Est. Cost $57.20 Unrealized +77.9%
AZN ASTRAZENECA PLC-SPONS ADR 0.5%
Value ($000) $7,187 Shares 108,776 Est. Cost $59.92 Unrealized
WMT WAL-MART, INC. 0.5%
Value ($000) $7,147 Shares 58,783 Est. Cost $42.61 Unrealized +3.3%
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $7,107 Shares 32,754 Est. Cost $144.08 Unrealized +50.7%
VWEAX VANGUARD HIGH YIELD CORPORATE FUND ADM 0.5%
Value ($000) $7,092 Shares 1,393,327 Est. Cost $5.83 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $7,086 Shares 139,623 Est. Cost $33.75 Unrealized +18.9%
CI CIGNA CORPORATION 0.5%
Value ($000) $6,990 Shares 26,525 Est. Cost $199.03 Unrealized +21.3%
AMGN AMGEN, INC 0.5%
Value ($000) $6,981 Shares 28,695 Est. Cost $186.69 Unrealized +17.1%
DLR DIGITAL REALTY TRUST INC 0.5%
Value ($000) $6,922 Shares 53,320 Est. Cost $122.24 Unrealized -1.0%
TJX TJX COMPANIES INC 0.5%
Value ($000) $6,863 Shares 122,880 Est. Cost $42.60 Unrealized +34.8%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.5%
Value ($000) $6,840 Shares 135,148 Est. Cost $56.56 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $6,780 Shares 159,015 Est. Cost $24.28 Unrealized +76.4%
CMCSA COMCAST CORP. CLASS A 0.5%
Value ($000) $6,771 Shares 172,542 Est. Cost $29.98 Unrealized +28.0%
PEP PEPSICO INC. 0.5%
Value ($000) $6,736 Shares 40,416 Est. Cost $75.62 Unrealized +98.1%
VOD VODAFONE GROUP PLC 0.5%
Value ($000) $6,702 Shares 430,158 Est. Cost $15.43 Unrealized
AMZN AMAZON.COM INC. 0.5%
Value ($000) $6,683 Shares 62,926 Est. Cost $123.43 Unrealized +1.4%
CRM SALESFORCE INC. 0.5%
Value ($000) $6,676 Shares 40,448 Est. Cost $173.98 Unrealized +0.3%
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 0.5%
Value ($000) $6,636 Shares 453,890 Est. Cost $15.08 Unrealized
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $6,597 Shares 77,028 Est. Cost $50.01 Unrealized +59.1%
GPC GENUINE PARTS CO. 0.5%
Value ($000) $6,573 Shares 49,420 Est. Cost $67.52 Unrealized +78.2%
NKE NIKE INC - CLASS B 0.5%
Value ($000) $6,566 Shares 64,247 Est. Cost $48.43 Unrealized +129.8%
APD AIR PRODUCTS & CHEMICAL INC 0.5%
Value ($000) $6,555 Shares 27,257 Est. Cost $146.02 Unrealized +51.3%
EMR EMERSON ELECTRIC COMPANY 0.5%
Value ($000) $6,524 Shares 82,016 Est. Cost $63.22 Unrealized +29.5%
UPS UNITED PARCEL SERVICE 0.5%
Value ($000) $6,515 Shares 35,690 Est. Cost $85.93 Unrealized +78.5%
D DOMINION ENERGY INC 0.5%
Value ($000) $6,491 Shares 81,334 Est. Cost $62.43 Unrealized +11.1%
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $6,453 Shares 111,119 Est. Cost $53.12 Unrealized +14.6%
ADBE ADOBE INC 0.5%
Value ($000) $6,415 Shares 17,525 Est. Cost $342.86 Unrealized +18.7%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $6,401 Shares 42,227 Est. Cost $18.87 Unrealized -0.1%
NSRGY NESTLE SA-SPONS ADR 0.5%
Value ($000) $6,290 Shares 54,040 Est. Cost $82.47 Unrealized
APO APOLLO GLOBAL MANAGEMENT INC 0.5%
Value ($000) $6,225 Shares 128,392 Est. Cost $60.67 Unrealized -16.2%
CVMIX CALVERT EMERGING MARKETS EQUITY FD I 0.5%
Value ($000) $6,223 Shares 393,833 Est. Cost $16.64 Unrealized
SCHW CHARLES SCHWAB CORP NEW 0.5%
Value ($000) $6,180 Shares 97,810 Est. Cost $82.59 Unrealized -20.7%
QFVIX PEAR TREE POLARIS FOREIGN VALUE FD INSTL 0.5%
Value ($000) $6,110 Shares 318,248 Est. Cost $19.42 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.5%
Value ($000) $6,106 Shares 51,909 Est. Cost $146.62 Unrealized
CMI CUMMINS INC 0.5%
Value ($000) $6,105 Shares 31,547 Est. Cost $195.46 Unrealized -6.4%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.5%
Value ($000) $6,011 Shares 94,988 Est. Cost $36.87 Unrealized +62.8%
AEP AMERICAN ELECTRIC POWER COMPANY 0.4%
Value ($000) $5,979 Shares 62,328 Est. Cost $68.06 Unrealized +27.3%
SYK STRYKER CORP 0.4%
Value ($000) $5,960 Shares 29,962 Est. Cost $239.21 Unrealized -5.6%
INTU INTUIT COM 0.4%
Value ($000) $5,845 Shares 15,163 Est. Cost $405.05 Unrealized -0.1%
MERIX THE MERGER FUND INSTL 0.4%
Value ($000) $5,798 Shares 339,871 Est. Cost $17.41 Unrealized
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.4%
Value ($000) $5,778 Shares 621,307 Est. Cost $9.48 Unrealized
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $5,712 Shares 124,125 Est. Cost $34.68 Unrealized +20.8%
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 0.4%
Value ($000) $5,712 Shares 118,350 Est. Cost $53.92 Unrealized
DIS WALT DISNEY COMPANY 0.4%
Value ($000) $5,711 Shares 60,505 Est. Cost $77.85 Unrealized +39.3%
BK BANK OF NEW YORK MELLON CORP 0.4%
Value ($000) $5,670 Shares 135,954 Est. Cost $38.80 Unrealized +3.2%
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.4%
Value ($000) $5,637 Shares 118,868 Est. Cost $41.14 Unrealized
TFC TRUIST FINANCIAL CORP COM 0.4%
Value ($000) $5,409 Shares 114,043 Est. Cost $44.90 Unrealized -9.2%
BCE BCE INC 0.4%
Value ($000) $5,337 Shares 108,526 Est. Cost $31.01 Unrealized +32.2%
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.4%
Value ($000) $5,319 Shares 464,889 Est. Cost $14.52 Unrealized
SLF SUN LIFE FINANCIAL INC 0.4%
Value ($000) $5,202 Shares 113,553 Est. Cost $34.55 Unrealized +44.2%
HAS HASBRO, INC. 0.4%
Value ($000) $5,170 Shares 63,150 Est. Cost $50.26 Unrealized +47.1%
GLW CORNING INCORPORATED 0.4%
Value ($000) $5,103 Shares 161,923 Est. Cost $32.72 Unrealized -5.1%
TGT TARGET CORP 0.4%
Value ($000) $5,071 Shares 35,910 Est. Cost $169.31 Unrealized +0.5%
META META PLATFORMS INC. 0.4%
Value ($000) $5,026 Shares 31,168 Est. Cost $140.99 Unrealized +35.9%
STX SEAGATE TECHNOLOGY PLC 0.4%
Value ($000) $4,926 Shares 68,955 Est. Cost $89.80 Unrealized -20.0%
ALB ALBEMARLE CORPORATION 0.4%
Value ($000) $4,894 Shares 23,416 Est. Cost $200.76 Unrealized +5.8%
UNILEVER PLC-SPONS ADR 0.4%
Value ($000) $4,883 Shares 106,558 Est. Cost $47.76 Unrealized
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.4%
Value ($000) $4,856 Shares 452,943 Est. Cost $11.03 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $4,851 Shares 11,730 Est. Cost $215.47 Unrealized
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $4,728 Shares 39,028 Est. Cost $48.80 Unrealized +136.4%
ODVIX INVESCO DEVELOPING MARKETS FUND CL R6 0.3%
Value ($000) $4,588 Shares 130,604 Est. Cost $43.45 Unrealized
IP INTERNATIONAL PAPER CO. 0.3%
Value ($000) $4,573 Shares 109,339 Est. Cost $35.05 Unrealized +12.2%
LINDE PLC 0.3%
Value ($000) $4,564 Shares 15,872 Est. Cost $287.55 Unrealized
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $4,546 Shares 45,168 Est. Cost $74.36 Unrealized +20.3%
MMM 3M CO 0.3%
Value ($000) $4,310 Shares 33,306 Est. Cost $116.11 Unrealized -9.4%
MO ALTRIA GROUP INC. 0.3%
Value ($000) $4,222 Shares 101,069 Est. Cost $26.97 Unrealized +42.5%
BROADWAY BANCSHARES INC 0.3%
Value ($000) $4,115 Shares 14,440 Est. Cost $284.97 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS 540 0.3%
Value ($000) $4,110 Shares 11,765 Est. Cost $240.61 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $4,012 Shares 94,942 Est. Cost $22.04 Unrealized +59.9%
FIKMX FIDELITY ADVISOR REAL ESTATE INCOME FUND Z 0.3%
Value ($000) $3,804 Shares 317,024 Est. Cost $12.15 Unrealized
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.2%
Value ($000) $3,024 Shares 225,523 Est. Cost $14.19 Unrealized
CBHIX VICTORY MARKET NEUTRAL INCOME FUND I 0.2%
Value ($000) $2,661 Shares 284,007 Est. Cost $9.56 Unrealized
IVV ISHARES CORE SP 500 ETF 0.2%
Value ($000) $2,512 Shares 6,626 Est. Cost $314.42 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.2%
Value ($000) $2,494 Shares 82,456 Est. Cost $28.00 Unrealized
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.2%
Value ($000) $2,325 Shares 27,572 Est. Cost $65.50 Unrealized
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $2,287 Shares 66,673 Est. Cost $33.85 Unrealized
MDIZX MFS INTERNATIONAL DIVERSIFICATION FD R6 0.2%
Value ($000) $2,191 Shares 109,562 Est. Cost $21.67 Unrealized
SPOKE HOLLOW RANCH INC CERT UNKNOWN 0.2%
Value ($000) $2,164 Shares 621,939 Est. Cost $1.96 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $1,964 Shares 165,000 Est. Cost $11.91 Unrealized
USSPX USAA SP 500 INDEX FUND MEMBER SHARES 0.1%
Value ($000) $1,938 Shares 39,631 Est. Cost $33.20 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.1%
Value ($000) $1,927 Shares 28,613 Est. Cost $50.15 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $1,862 Shares 20,287 Est. Cost $54.80 Unrealized
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.1%
Value ($000) $1,800 Shares 181,682 Est. Cost $10.86 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,406 Shares 22,502 Est. Cost $59.85 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,401 Shares 51,572 Est. Cost $31.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.1%
Value ($000) $1,356 Shares 4,967 Est. Cost $124.32 Unrealized +152.3%
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,351 Shares 6,102 Est. Cost $193.22 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,316 Shares 9,173 Est. Cost $69.30 Unrealized
CSX CSX CORP. 0.1%
Value ($000) $1,287 Shares 44,280 Est. Cost $27.29 Unrealized +13.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $1,276 Shares 31,281 Est. Cost $42.09 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,239 Shares 23,630 Est. Cost $21.85 Unrealized +92.2%
DODGX DODGE COX STOCK FUND 0.1%
Value ($000) $1,132 Shares 5,286 Est. Cost $148.87 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,113 Shares 3,615 Est. Cost $150.75 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $1,040 Shares 2,757 Est. Cost $202.67 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,012 Shares 4,542 Est. Cost $91.76 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $987 Shares 451 Est. Cost $49.69 Unrealized +136.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $967 Shares 2,981 Est. Cost $70.45 Unrealized +312.9%
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $940 Shares 97,691 Est. Cost $10.50 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.1%
Value ($000) $919 Shares 35,701 Est. Cost $23.84 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $911 Shares 21,861 Est. Cost $38.28 Unrealized
PG PROCTER & GAMBLE CO. 0.1%
Value ($000) $888 Shares 6,173 Est. Cost $94.47 Unrealized +45.3%
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.1%
Value ($000) $885 Shares 87,943 Est. Cost $10.53 Unrealized
VLO VALERO ENERGY NEW 0.1%
Value ($000) $859 Shares 8,078 Est. Cost $55.65 Unrealized +90.3%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $810 Shares 19,213 Est. Cost $48.29 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $806 Shares 10,859 Est. Cost $80.39 Unrealized
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY INSTL 0.1%
Value ($000) $804 Shares 13,657 Est. Cost $68.83 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $760 Shares 2,027 Est. Cost $226.44 Unrealized +84.1%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $737 Shares 3,510 Est. Cost $85.02 Unrealized +138.2%
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $706 Shares 11,600 Est. Cost $51.65 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.1%
Value ($000) $694 Shares 82,174 Est. Cost $6.92 Unrealized
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.0%
Value ($000) $590 Shares 12,181 Est. Cost $45.72 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $578 Shares 7,588 Est. Cost $80.51 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $548 Shares 6,857 Est. Cost $90.30 Unrealized
OIGIX INVESCO OPPENHEIMER INTERNATIONAL GROWTH 0.0%
Value ($000) $530 Shares 16,773 Est. Cost $42.76 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.0%
Value ($000) $456 Shares 4,523 Est. Cost $58.77 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $453 Shares 6,481 Est. Cost $39.20 Unrealized +78.2%
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $452 Shares 9,121 Est. Cost $60.75 Unrealized
USTEX USAA TAX EXEMPT LONG TERM FUND 0.0%
Value ($000) $443 Shares 36,559 Est. Cost $13.15 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $437 Shares 16,386 Est. Cost $17.70 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $427 Shares 5,336 Est. Cost $53.70 Unrealized +33.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $426 Shares 1,947 Est. Cost $190.54 Unrealized
NEXTIER, INC. 0.0%
Value ($000) $422 Shares 3,600 Est. Cost $83.06 Unrealized
IJR ISHARES CORE SP SMALL CAP ETF 0.0%
Value ($000) $412 Shares 4,461 Est. Cost $88.38 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.0%
Value ($000) $409 Shares 1 Est. Cost $485492.47 Unrealized -2.9%
T AT&T INC. 0.0%
Value ($000) $407 Shares 19,416 Est. Cost $15.19 Unrealized +7.4%
SPOKE HOLLOW RANCH, INC. CERT 72 0.0%
Value ($000) $405 Shares 116,391 Est. Cost $3.44 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $397 Shares 1,553 Est. Cost $107.28 Unrealized +107.1%
IJH ISHARES CORE SP MID CAP ETF 0.0%
Value ($000) $379 Shares 1,672 Est. Cost $172.18 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $374 Shares 2,630 Est. Cost $75.69 Unrealized +96.2%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $372 Shares 250 Est. Cost $125.11 Unrealized +24.7%
PRSGX T ROWE PRICE SPECTRUM DIVERSIFIED EQUITY FD 0.0%
Value ($000) $368 Shares 16,899 Est. Cost $22.48 Unrealized
MINIX MFS INTERNATIONAL INTRINSIC VALUE FD I 0.0%
Value ($000) $365 Shares 8,809 Est. Cost $42.29 Unrealized
OOSAX INVESCO SENIOR FLOATING RATE FD RT-A 0.0%
Value ($000) $358 Shares 54,070 Est. Cost $6.23 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $355 Shares 3,893 Est. Cost $81.11 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $353 Shares 1,392 Est. Cost $70.27 Unrealized +221.9%
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $335 Shares 778 Est. Cost $273.09 Unrealized +45.7%
USAIX USAA INCOME FUND 0.0%
Value ($000) $335 Shares 28,942 Est. Cost $13.11 Unrealized
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $333 Shares 2,381 Est. Cost $93.15 Unrealized
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $329 Shares 18,596 Est. Cost $19.90 Unrealized
PURZX PGIM GLOBAL REAL ESTATE CL Z 0.0%
Value ($000) $323 Shares 17,020 Est. Cost $24.25 Unrealized
ABNDX AMERICAN FUNDS-BOND FUND OF AMERICA CL A 0.0%
Value ($000) $319 Shares 26,928 Est. Cost $11.85 Unrealized
VASVX VANGUARD SELECTED VALUE FUND INV 0.0%
Value ($000) $318 Shares 12,092 Est. Cost $26.25 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $304 Shares 973 Est. Cost $113.69 Unrealized +154.1%
KLAC KLA CORPORATION 0.0%
Value ($000) $300 Shares 941 Est. Cost $148.45 Unrealized +118.1%
IBM IBM 0.0%
Value ($000) $293 Shares 2,072 Est. Cost $100.84 Unrealized +16.5%
EQIX EQUINIX INC 0.0%
Value ($000) $288 Shares 438 Est. Cost $531.20 Unrealized +21.1%
HLIZX HARDING LOEVNER INTERNATIONAL EQUITY INST Z 0.0%
Value ($000) $288 Shares 12,616 Est. Cost $24.08 Unrealized
CWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME A 0.0%
Value ($000) $285 Shares 5,735 Est. Cost $49.69 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $278 Shares 1,969 Est. Cost $124.78 Unrealized +1.4%
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $262 Shares 19,729 Est. Cost $16.78 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $259 Shares 6,924 Est. Cost $37.92 Unrealized +7.1%
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $256 Shares 16,427 Est. Cost $15.79 Unrealized
33 1/3 MEMBERSHIP INT CORRAL CENTER LLC 0.0%
Value ($000) $252 Shares 1 Est. Cost $252000.00 Unrealized
AMRMX AMERICAN MUTUAL FUND CLASS A 0.0%
Value ($000) $251 Shares 5,194 Est. Cost $48.32 Unrealized
LOW LOWE'S COS. INC. 0.0%
Value ($000) $250 Shares 1,431 Est. Cost $125.11 Unrealized +43.5%
PLD PROLOGIS INC 0.0%
Value ($000) $245 Shares 2,081 Est. Cost $76.96 Unrealized +60.3%
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $243 Shares 5,215 Est. Cost $52.24 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $241 Shares 4,097 Est. Cost $66.30 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $237 Shares 1,300 Est. Cost $156.70 Unrealized +16.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $236 Shares 2,240 Est. Cost $105.44 Unrealized
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $234 Shares 18,741 Est. Cost $12.01 Unrealized
ALG ALAMO GROUP INC 0.0%
Value ($000) $233 Shares 2,000 Est. Cost $97.45 Unrealized +23.1%
CWVIX CALVERT INTERNATIONAL EQUITY FUND CL I 0.0%
Value ($000) $231 Shares 11,313 Est. Cost $25.16 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $229 Shares 1,581 Est. Cost $128.42 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $225 Shares 4,584 Est. Cost $59.17 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $222 Shares 2,683 Est. Cost $82.74 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $219 Shares 2,875 Est. Cost $34.31 Unrealized +111.1%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $218 Shares 2,031 Est. Cost $71.13 Unrealized +34.1%
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $218 Shares 20,419 Est. Cost $10.97 Unrealized
USIFX USAA INTERNATIONAL FUND 0.0%
Value ($000) $217 Shares 9,900 Est. Cost $27.39 Unrealized
TSONX TIAA CREF SOCIAL CHOICE INTERNATIONAL EQUITY 0.0%
Value ($000) $216 Shares 19,850 Est. Cost $12.82 Unrealized
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $214 Shares 2,269 Est. Cost $103.42 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $210 Shares 1,552 Est. Cost $95.76 Unrealized +19.9%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $208 Shares 5,754 Est. Cost $42.67 Unrealized -6.3%
PFFD GLOBAL X US PREFERRED ETF 0.0%
Value ($000) $207 Shares 9,774 Est. Cost $21.18 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $206 Shares 1,748 Est. Cost $72.69 Unrealized
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $201 Shares 8,260 Est. Cost $32.52 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP 0.0%
Value ($000) $201 Shares 6,435 Est. Cost $31.36 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $201 Shares 1,445 Est. Cost $91.52 Unrealized +72.2%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $200 Shares 3,092 Est. Cost $68.23 Unrealized
SO SOUTHERN CO. 0.0%
Value ($000) $200 Shares 2,805 Est. Cost $37.93 Unrealized +69.5%
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $195 Shares 23,437 Est. Cost $9.92 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $195 Shares 650 Est. Cost $204.80 Unrealized +62.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $195 Shares 1,149 Est. Cost $191.04 Unrealized
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.0%
Value ($000) $194 Shares 55,079 Est. Cost $3.83 Unrealized
EATON VANCE TAX -ADV DVD INC 0.0%
Value ($000) $194 Shares 8,117 Est. Cost $23.90 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $192 Shares 4,298 Est. Cost $68.52 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $191 Shares 1,514 Est. Cost $71.38 Unrealized +85.8%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $187 Shares 3,950 Est. Cost $30.68 Unrealized +36.1%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $185 Shares 1,875 Est. Cost $56.80 Unrealized +50.4%
ABBV ABBVIE INC 0.0%
Value ($000) $179 Shares 1,171 Est. Cost $92.93 Unrealized +44.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $175 Shares 1,999 Est. Cost $68.79 Unrealized
IEMFX T ROWE PRICE INSTITUTIONAL EMERGING MKT EQ 0.0%
Value ($000) $171 Shares 4,928 Est. Cost $49.82 Unrealized
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME 0.0%
Value ($000) $169 Shares 13,839 Est. Cost $12.65 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $166 Shares 1,480 Est. Cost $77.46 Unrealized +35.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $164 Shares 1,711 Est. Cost $59.75 Unrealized +48.2%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $163 Shares 1,397 Est. Cost $90.81 Unrealized +25.6%
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $156 Shares 3,338 Est. Cost $44.68 Unrealized
SPOKE HOLLOW RANCH, INC. CERT 70 0.0%
Value ($000) $156 Shares 44,900 Est. Cost $3.34 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $151 Shares 1,319 Est. Cost $145.07 Unrealized -20.3%
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $150 Shares 4,780 Est. Cost $35.42 Unrealized
VFC VF CORPORATION 0.0%
Value ($000) $147 Shares 3,329 Est. Cost $59.58 Unrealized -15.8%
AMGIX AMERICAN CENTURY DISCIPLINED CORE VALUE I 0.0%
Value ($000) $144 Shares 4,774 Est. Cost $33.02 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $144 Shares 987 Est. Cost $71.75 Unrealized +105.8%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $143 Shares 724 Est. Cost $232.04 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $140 Shares 444 Est. Cost $280.74 Unrealized +20.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $139 Shares 693 Est. Cost $293.72 Unrealized -20.1%
INVH INVITATION HOMES INC 0.0%
Value ($000) $139 Shares 3,911 Est. Cost $30.63 Unrealized +9.7%
PSX PHILLIPS 66 0.0%
Value ($000) $138 Shares 1,689 Est. Cost $49.38 Unrealized +63.9%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $133 Shares 1,837 Est. Cost $43.43 Unrealized +56.9%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $133 Shares 1,220 Est. Cost $82.02 Unrealized +29.4%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $131 Shares 673 Est. Cost $140.27 Unrealized +35.3%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $130 Shares 1,905 Est. Cost $38.98 Unrealized +44.9%
WELL WELLTOWER INC 0.0%
Value ($000) $130 Shares 1,573 Est. Cost $47.00 Unrealized +72.7%
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $126 Shares 510 Est. Cost $180.39 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $125 Shares 1,761 Est. Cost $36.07 Unrealized +78.4%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES 0.0%
Value ($000) $125 Shares 2,791 Est. Cost $50.39 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $121 Shares 1,082 Est. Cost $136.98 Unrealized
PZTRX PGIM GLOBAL TOTAL RETURN FUND Z 0.0%
Value ($000) $117 Shares 22,685 Est. Cost $5.16 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $116 Shares 4,464 Est. Cost $25.36 Unrealized -3.4%
JOHN HANCOCK T/A DVD INCOME 0.0%
Value ($000) $115 Shares 5,000 Est. Cost $22.80 Unrealized
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $115 Shares 3,528 Est. Cost $32.75 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $115 Shares 902 Est. Cost $127.49 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.0%
Value ($000) $114 Shares 3,289 Est. Cost $44.24 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $113 Shares 599 Est. Cost $173.38 Unrealized
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $113 Shares 5,052 Est. Cost $22.35 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $112 Shares 1,590 Est. Cost $86.23 Unrealized -0.9%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.0%
Value ($000) $112 Shares 710 Est. Cost $88.69 Unrealized +64.1%
FDX FEDEX CORPORATION 0.0%
Value ($000) $109 Shares 481 Est. Cost $216.81 Unrealized -9.3%
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $105 Shares 328 Est. Cost $256.48 Unrealized +23.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $104 Shares 471 Est. Cost $148.27 Unrealized +44.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $104 Shares 3,326 Est. Cost $26.36 Unrealized +24.2%
AHITX AMERICAN HIGH-INCOME TRUST CL A 0.0%
Value ($000) $101 Shares 11,167 Est. Cost $9.04 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $100 Shares 664 Est. Cost $52.59 Unrealized +35.6%
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.0%
Value ($000) $100 Shares 9,916 Est. Cost $10.64 Unrealized
JAGIX JANUS HENDERSON GROWTH INCOME FD CL T 0.0%
Value ($000) $97 Shares 1,525 Est. Cost $46.15 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $96 Shares 3,547 Est. Cost $17.96 Unrealized +40.8%
ECL ECOLAB INC 0.0%
Value ($000) $96 Shares 622 Est. Cost $183.51 Unrealized -13.4%
NVS NOVARTIS AG-ADR 0.0%
Value ($000) $95 Shares 1,119 Est. Cost $81.96 Unrealized
USBLX USAA GROWTH & TAX STRATEGY FUND 0.0%
Value ($000) $94 Shares 4,210 Est. Cost $20.12 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $92 Shares 1,319 Est. Cost $63.49 Unrealized +36.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $92 Shares 283 Est. Cost $252.62 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $91 Shares 1,009 Est. Cost $37.74 Unrealized +119.3%
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $89 Shares 942 Est. Cost $97.23 Unrealized -4.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $88 Shares 1,589 Est. Cost $27.93 Unrealized -9.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $87 Shares 974 Est. Cost $93.73 Unrealized -3.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $86 Shares 962 Est. Cost $56.52 Unrealized +59.1%
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $85 Shares 373 Est. Cost $206.29 Unrealized +9.8%
GABELLI UTILITY TRUST 0.0%
Value ($000) $83 Shares 12,159 Est. Cost $7.90 Unrealized
ODVYX INVESCO DEVELOPING MARKETS FD Y 0.0%
Value ($000) $83 Shares 2,375 Est. Cost $34.95 Unrealized
ST LOUIS BANCSHARES, INC. COMMON STOCK 0.0%
Value ($000) $82 Shares 14,400 Est. Cost $4.72 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $82 Shares 276 Est. Cost $277.51 Unrealized +2.2%
AIBAX AMERICAN FUNDS INTERMEDIATE BD FD OF AMERICA 0.0%
Value ($000) $82 Shares 6,370 Est. Cost $12.87 Unrealized
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $80 Shares 5,074 Est. Cost $13.90 Unrealized +13.6%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $80 Shares 331 Est. Cost $167.69 Unrealized +33.3%
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $79 Shares 2,959 Est. Cost $22.59 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $77 Shares 1,499 Est. Cost $35.29 Unrealized +39.2%
VIHAX VANGUARD INTL HI DVD YLD 0.0%
Value ($000) $77 Shares 2,728 Est. Cost $28.23 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $77 Shares 720 Est. Cost $109.72 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $77 Shares 909 Est. Cost $49.59 Unrealized +52.7%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $76 Shares 440 Est. Cost $147.73 Unrealized
DOW DOW INC 0.0%
Value ($000) $76 Shares 1,473 Est. Cost $44.21 Unrealized +17.2%
KMI KINDER MORGAN INC 0.0%
Value ($000) $73 Shares 4,381 Est. Cost $16.18 Unrealized -5.3%
ALL ALLSTATE CORP. 0.0%
Value ($000) $72 Shares 569 Est. Cost $72.93 Unrealized +64.5%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $70 Shares 482 Est. Cost $142.21 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $69 Shares 102 Est. Cost $272.96 Unrealized 0.0%
BA BOEING COMPANY 0.0%
Value ($000) $68 Shares 500 Est. Cost $200.72 Unrealized -26.5%
NTSX WISDOMTREE US EFFICIENT CORE 0.0%
Value ($000) $66 Shares 1,969 Est. Cost $44.18 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $66 Shares 2,094 Est. Cost $27.45 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $66 Shares 501 Est. Cost $99.14 Unrealized
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $66 Shares 295 Est. Cost $239.90 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $66 Shares 305 Est. Cost $113.26 Unrealized +75.4%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $66 Shares 994 Est. Cost $47.33 Unrealized +30.5%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $65 Shares 703 Est. Cost $57.85 Unrealized +48.5%
TOTALENERGIES SE -SPON ADR 0.0%
Value ($000) $65 Shares 1,240 Est. Cost $52.10 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN ENE-ETF 0.0%
Value ($000) $64 Shares 1,225 Est. Cost $62.45 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 0.0%
Value ($000) $63 Shares 472 Est. Cost $113.17 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $63 Shares 327 Est. Cost $13.37 Unrealized +185.0%
DODIX DODGE COX INCOME FUND 0.0%
Value ($000) $63 Shares 4,997 Est. Cost $14.01 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $62 Shares 1,995 Est. Cost $39.60 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $62 Shares 550 Est. Cost $46.70 Unrealized +10.3%
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $61 Shares 2,756 Est. Cost $19.59 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $61 Shares 681 Est. Cost $107.52 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $30.75 Unrealized +79.2%
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $60 Shares 955 Est. Cost $78.53 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $60 Shares 178 Est. Cost $329.17 Unrealized +5.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $60 Shares 325 Est. Cost $135.55 Unrealized +88.4%
ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $60 Shares 717 Est. Cost $94.23 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $60 Shares 1,721 Est. Cost $30.00 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $59 Shares 1,459 Est. Cost $45.81 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $58 Shares 1,512 Est. Cost $36.77 Unrealized 0.0%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $58 Shares 1,923 Est. Cost $37.96 Unrealized
HEALTHCARE REALTY TRUST INC 0.0%
Value ($000) $57 Shares 2,083 Est. Cost $27.36 Unrealized
DLS WISDOMTREE INTL S/C DVD FUND 0.0%
Value ($000) $56 Shares 955 Est. Cost $58.64 Unrealized
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $56 Shares 920 Est. Cost $97.01 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $56 Shares 200 Est. Cost $205.00 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $56 Shares 450 Est. Cost $67.40 Unrealized +87.8%
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $55 Shares 700 Est. Cost $86.12 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVT BD ETF 0.0%
Value ($000) $55 Shares 905 Est. Cost $75.74 Unrealized
MCK MCKESSON CORPORATION 0.0%
Value ($000) $55 Shares 169 Est. Cost $245.09 Unrealized +28.2%
CAT CATERPILLAR INC. 0.0%
Value ($000) $55 Shares 308 Est. Cost $177.89 Unrealized +10.9%
VMWARE INC 0.0%
Value ($000) $54 Shares 475 Est. Cost $115.82 Unrealized
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $54 Shares 4,549 Est. Cost $14.70 Unrealized
IWP MFC ISHARES TR RUSSELL MID-CAP GR ETF 0.0%
Value ($000) $53 Shares 663 Est. Cost $105.19 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $52 Shares 686 Est. Cost $38.22 Unrealized +61.8%
FDWGX AMERICAN FDS DEVELOPING WORLD G & I F3 0.0%
Value ($000) $50 Shares 5,376 Est. Cost $10.11 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $49 Shares 205 Est. Cost $121.94 Unrealized +108.3%
APA APA CORPORATION 0.0%
Value ($000) $48 Shares 1,385 Est. Cost $16.01 Unrealized +135.5%
SCHV SCHWAB US LARGE-CAP VALUE 0.0%
Value ($000) $47 Shares 760 Est. Cost $68.42 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $60.88 Unrealized -16.4%
IWV ISHARES TRUST RUSSELL 3000 ETF 0.0%
Value ($000) $45 Shares 207 Est. Cost $224.17 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $45 Shares 1,403 Est. Cost $37.06 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $45 Shares 400 Est. Cost $89.15 Unrealized +21.6%
WTRG ESSENTIAL UTILITIES, INC. 0.0%
Value ($000) $44 Shares 969 Est. Cost $43.38 Unrealized +7.1%
PBW INVESCO WILDERHILL CLEAN ENE ETF 0.0%
Value ($000) $44 Shares 965 Est. Cost $76.30 Unrealized
FCFIX FROST CREDIT FUND CL I 0.0%
Value ($000) $44 Shares 4,865 Est. Cost $9.04 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $44 Shares 1,326 Est. Cost $27.02 Unrealized +24.2%
NUMG NUVEEN ESG MID CAP GROWTH ETF 0.0%
Value ($000) $43 Shares 1,248 Est. Cost $34.46 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $43 Shares 1,106 Est. Cost $75.95 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $43 Shares 793 Est. Cost $36.29 Unrealized +53.8%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $42 Shares 311 Est. Cost $143.30 Unrealized +11.3%
IDA IDACORP INC 0.0%
Value ($000) $42 Shares 400 Est. Cost $93.46 Unrealized +15.6%
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $40 Shares 890 Est. Cost $21.03 Unrealized +86.3%
HLEMX HARDING LOEVNER EMERGING MARKETS PORTFOLIO 0.0%
Value ($000) $40 Shares 908 Est. Cost $57.35 Unrealized
PWR QUANTA SERVICES, INC. 0.0%
Value ($000) $40 Shares 322 Est. Cost $99.50 Unrealized +22.6%
PAVE MFC GLOBAL X US INFRASTRUCTURE DEVL ETF 0.0%
Value ($000) $39 Shares 1,729 Est. Cost $22.56 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $39 Shares 3,817 Est. Cost $11.83 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $39 Shares 300 Est. Cost $96.67 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.0%
Value ($000) $38 Shares 433 Est. Cost $79.44 Unrealized
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $38 Shares 2,500 Est. Cost $22.79 Unrealized +4.9%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $37 Shares 800 Est. Cost $36.25 Unrealized
USAUX USAA AGGRESSIVE GROWTH FUND 0.0%
Value ($000) $37 Shares 991 Est. Cost $45.60 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $37 Shares 829 Est. Cost $43.43 Unrealized
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $36 Shares 720 Est. Cost $49.46 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $36 Shares 182 Est. Cost $99.52 Unrealized +112.9%
BURKE HERBERT BANK TRUST 0.0%
Value ($000) $36 Shares 18 Est. Cost $2170.07 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $35 Shares 172 Est. Cost $113.39 Unrealized +60.5%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $35 Shares 547 Est. Cost $54.91 Unrealized +21.0%
SLB SCHLUMBERGER LIMITED 0.0%
Value ($000) $34 Shares 963 Est. Cost $32.46 Unrealized +18.0%
EVRG EVERGY INC 0.0%
Value ($000) $33 Shares 499 Est. Cost $50.98 Unrealized +14.3%
CXT CRANE HOLDINGS, CO 0.0%
Value ($000) $33 Shares 380 Est. Cost $31.73 Unrealized 0.0%
AWSHX AMERICAN FUNDS-WASHINGTON MUTUAL FD A 0.0%
Value ($000) $31 Shares 608 Est. Cost $50.99 Unrealized
ELV ELEVANCE HEALTH, INC 0.0%
Value ($000) $31 Shares 65 Est. Cost $398.59 Unrealized +17.8%
OGN ORGANON & CO 0.0%
Value ($000) $31 Shares 904 Est. Cost $27.02 Unrealized +9.2%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $31 Shares 927 Est. Cost $33.02 Unrealized +17.7%
SHEL SHELL PLC 0.0%
Value ($000) $30 Shares 569 Est. Cost $54.88 Unrealized
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $30 Shares 2,121 Est. Cost $16.37 Unrealized
ARTKX ARTISAN INTERNATIONAL VALUE FUND 0.0%
Value ($000) $29 Shares 804 Est. Cost $46.02 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $29 Shares 168 Est. Cost $162.97 Unrealized
ANCFX AMERICAN FUNDS-FUNDAMENTAL INVEST FD A 0.0%
Value ($000) $28 Shares 472 Est. Cost $59.32 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $28 Shares 500 Est. Cost $52.02 Unrealized +2.7%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $28 Shares 446 Est. Cost $62.78 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $28 Shares 303 Est. Cost $79.13 Unrealized +14.4%
AIVSX AMERICAN FUNDS INVT COMPANY OF AMERICA CL A 0.0%
Value ($000) $28 Shares 685 Est. Cost $40.88 Unrealized
AMCPX AMERICAN FUNDS-AMCAP FUND A 0.0%
Value ($000) $27 Shares 895 Est. Cost $30.17 Unrealized
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $27 Shares 1,417 Est. Cost $21.21 Unrealized -10.7%
OTIS OTIS WORLWIDE CORPORATION 0.0%
Value ($000) $26 Shares 366 Est. Cost $47.48 Unrealized +46.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $26 Shares 732 Est. Cost $17.13 Unrealized +117.7%
FDS FACTSET RESEARCH SYSTEM 0.0%
Value ($000) $26 Shares 67 Est. Cost $314.73 Unrealized +20.0%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $25 Shares 290 Est. Cost $43.73 Unrealized +105.2%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $25 Shares 1,944 Est. Cost $12.79 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $25 Shares 458 Est. Cost $36.47 Unrealized +49.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $25 Shares 649 Est. Cost $65.67 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 970 Est. Cost $27.54 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 989 Est. Cost $27.71 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 70 Est. Cost $366.34 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $23 Shares 360 Est. Cost $61.40 Unrealized -22.5%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $23 Shares 310 Est. Cost $53.82 Unrealized +76.2%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $22 Shares 890 Est. Cost $26.12 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $22 Shares 125 Est. Cost $155.22 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $116.47 Unrealized -1.4%
LKQ LKQ CORPORATION 0.0%
Value ($000) $21 Shares 430 Est. Cost $45.68 Unrealized -2.0%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $20 Shares 439 Est. Cost $52.83 Unrealized
MTB M&T BANK CORP. 0.0%
Value ($000) $20 Shares 128 Est. Cost $151.91 Unrealized -1.9%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $20 Shares 154 Est. Cost $94.53 Unrealized +21.7%
AGILITI, INC 0.0%
Value ($000) $20 Shares 960 Est. Cost $21.88 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $20 Shares 808 Est. Cost $25.33 Unrealized
VWINX VANGUARD WELLESLEY INCOME FUND INV 0.0%
Value ($000) $19 Shares 724 Est. Cost $28.66 Unrealized
HPQ HP INC 0.0%
Value ($000) $18 Shares 563 Est. Cost $24.60 Unrealized +30.4%
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $18 Shares 392 Est. Cost $36.14 Unrealized
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $18 Shares 78 Est. Cost $202.75 Unrealized +12.7%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $18 Shares 92 Est. Cost $217.83 Unrealized
ENLINK MIDSTREAM, LLC 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $9.50 Unrealized
DODFX DODGE COX INTERNATIONAL STOCK FUND 0.0%
Value ($000) $17 Shares 402 Est. Cost $42.29 Unrealized
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $17 Shares 66 Est. Cost $157.33 Unrealized +51.6%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $154.50 Unrealized +29.0%
CCS CENTURY COMMUNITIES INC 0.0%
Value ($000) $17 Shares 375 Est. Cost $60.59 Unrealized -21.0%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $16 Shares 72 Est. Cost $209.64 Unrealized +18.4%
DOV DOVER CORPORATION 0.0%
Value ($000) $16 Shares 136 Est. Cost $156.05 Unrealized -17.3%
KELLOGG CO. 0.0%
Value ($000) $16 Shares 226 Est. Cost $47.00 Unrealized +21.9%
TT TRANE TECHNOLOGIES PUBLIC LIMITED CO 0.0%
Value ($000) $16 Shares 122 Est. Cost $103.73 Unrealized +27.5%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $15 Shares 240 Est. Cost $50.09 Unrealized +30.2%
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $15 Shares 500 Est. Cost $24.02 Unrealized +16.6%
TAMALE BLANCA, INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $14.00 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $14 Shares 136 Est. Cost $150.75 Unrealized -24.1%
TGEIX TCW EMERGING MARKETS INCOME FUND I 0.0%
Value ($000) $14 Shares 2,265 Est. Cost $8.09 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $14 Shares 100 Est. Cost $103.76 Unrealized +31.3%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $14 Shares 84 Est. Cost $141.12 Unrealized +14.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $14 Shares 221 Est. Cost $55.16 Unrealized -1.9%
APTIV PLC 0.0%
Value ($000) $14 Shares 152 Est. Cost $151.32 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $67.72 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $14 Shares 94 Est. Cost $179.38 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $13 Shares 300 Est. Cost $54.03 Unrealized -15.9%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $13 Shares 84 Est. Cost $148.65 Unrealized +2.1%
PDP INVESCO DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $13 Shares 196 Est. Cost $55.07 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $13 Shares 2,700 Est. Cost $5.56 Unrealized
FCFS FIRSTCASH HOLDINGS, INC 0.0%
Value ($000) $13 Shares 189 Est. Cost $72.50 Unrealized -5.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $13 Shares 28 Est. Cost $282.91 Unrealized +53.0%
VSS VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF 0.0%
Value ($000) $13 Shares 129 Est. Cost $114.58 Unrealized
FKRCX FRANKLIN GOLD AND PRECIOUS METALS FUND 0.0%
Value ($000) $13 Shares 776 Est. Cost $19.33 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $13 Shares 137 Est. Cost $76.36 Unrealized
USAAX USAA GROWTH FUND 0.0%
Value ($000) $13 Shares 535 Est. Cost $30.31 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 142 Est. Cost $70.07 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $13 Shares 86 Est. Cost $111.28 Unrealized +45.5%
MSB MESABI TRUST 0.0%
Value ($000) $12 Shares 500 Est. Cost $26.00 Unrealized
PCRIX PIMCO COMMODITY REAL RETURN STRATEGY FD 0.0%
Value ($000) $12 Shares 1,955 Est. Cost $6.14 Unrealized
MAS MASCO CORP. 0.0%
Value ($000) $12 Shares 245 Est. Cost $49.37 Unrealized -0.1%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $12 Shares 30 Est. Cost $215.03 Unrealized +84.8%
VYX NCR CORPORATION 0.0%
Value ($000) $12 Shares 400 Est. Cost $11.46 Unrealized +86.1%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $12 Shares 90 Est. Cost $144.44 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $11 Shares 807 Est. Cost $18.55 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $11 Shares 90 Est. Cost $132.13 Unrealized -5.4%
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $11 Shares 330 Est. Cost $30.25 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $42.43 Unrealized +2.6%
SERVICE PROPERTIES TRUST 0.0%
Value ($000) $11 Shares 2,010 Est. Cost $5.47 Unrealized
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $10 Shares 125 Est. Cost $72.00 Unrealized
YUMC YUM CHINA HOLDING INC 0.0%
Value ($000) $10 Shares 201 Est. Cost $54.74 Unrealized -23.1%
VOYA INFRASTRUCTURE INDUSTRIALS & MATER 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $12.00 Unrealized
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $10 Shares 327 Est. Cost $31.45 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 62 Est. Cost $142.25 Unrealized 0.0%
FGBMX FIDELITY NEW MARKETS INCOME FUND CL Z 0.0%
Value ($000) $9 Shares 799 Est. Cost $11.26 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $9 Shares 280 Est. Cost $19.50 Unrealized +65.8%
VOO VANGAURD S&P 500 ETF 0.0%
Value ($000) $9 Shares 25 Est. Cost $398.06 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $9 Shares 825 Est. Cost $12.39 Unrealized -25.0%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $8 Shares 87 Est. Cost $68.43 Unrealized +51.3%
ALC ALCON INC 0.0%
Value ($000) $8 Shares 114 Est. Cost $55.82 Unrealized +29.3%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
SPEM SPDR PORT S&P EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 236 Est. Cost $42.37 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 114 Est. Cost $57.90 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $7 Shares 45 Est. Cost $162.86 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $7 Shares 27 Est. Cost $222.52 Unrealized +7.2%
EOG EOG RESOURCES INC 0.0%
Value ($000) $7 Shares 63 Est. Cost $45.71 Unrealized +131.4%
QOPIX INVESCO FUNDAMENTAL ALTERNATIVES FD R6 0.0%
Value ($000) $7 Shares 273 Est. Cost $27.54 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $7 Shares 242 Est. Cost $42.35 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $7 Shares 242 Est. Cost $40.29 Unrealized
METLIFE INC SER A 4.000 PERP/CALL 11/23/2020 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $131.20 Unrealized +212.8%
NOK NOKIA CORP ADR A 0.0%
Value ($000) $7 Shares 1,600 Est. Cost $3.75 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
VGSLX VANGUARD REAL ESTATE INDEX FD ADMIRAL SHARES 0.0%
Value ($000) $6 Shares 43 Est. Cost $119.94 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $149.37 Unrealized -18.3%
BPOP POPULAR, INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $31.61 Unrealized +125.2%
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $6 Shares 60 Est. Cost $71.32 Unrealized +24.0%
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $6 Shares 401 Est. Cost $18.40 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $6 Shares 3 Est. Cost $1449.65 Unrealized +41.9%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $6 Shares 211 Est. Cost $47.89 Unrealized -22.6%
BARRICK GOLD CORP 0.0%
Value ($000) $6 Shares 333 Est. Cost $27.03 Unrealized
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $5 Shares 67 Est. Cost $79.69 Unrealized +17.5%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $5 Shares 19 Est. Cost $167.53 Unrealized +30.8%
GSEW GOLDMAN SACHS EQUAL WEIGHT US LRG CAP EQ ETF 0.0%
Value ($000) $5 Shares 98 Est. Cost $58.35 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $5 Shares 79 Est. Cost $45.77 Unrealized +38.2%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $80.52 Unrealized +33.1%
STT STATE STREET CORP 0.0%
Value ($000) $5 Shares 80 Est. Cost $72.86 Unrealized -14.5%
FTNT FORTINET INC 0.0%
Value ($000) $5 Shares 95 Est. Cost $59.39 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $54.09 Unrealized +78.8%
STSCX STERLING CAPITAL STRATTON SMALL CAP VALUE FD 0.0%
Value ($000) $4 Shares 61 Est. Cost $65.57 Unrealized
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.04 Unrealized
BMO BANK OF MONTREAL 0.0%
Value ($000) $4 Shares 40 Est. Cost $55.37 Unrealized +64.3%
NFLX NETFLIX INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $40.87 Unrealized -45.8%
WMB WILLIAMS COS INC 0.0%
Value ($000) $4 Shares 133 Est. Cost $29.20 Unrealized 0.0%
PHM PULTE HOMES INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.05 Unrealized +31.2%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $3 Shares 82 Est. Cost $29.90 Unrealized +33.6%
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $3 Shares 43 Est. Cost $38.90 Unrealized +49.4%
FND FLOOR & DECOR HOLDINGS INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $35.51 Unrealized +112.2%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $3 Shares 7 Est. Cost $570.94 Unrealized -14.6%
F FORD MOTOR COMPANY 0.0%
Value ($000) $3 Shares 280 Est. Cost $7.77 Unrealized +35.8%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $86.36 Unrealized -38.1%
EXC EXELON CORPORATION 0.0%
Value ($000) $2 Shares 39 Est. Cost $21.28 Unrealized +93.7%
ICLR ICON PLC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $243.05 Unrealized -7.7%
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $2 Shares 45 Est. Cost $31.86 Unrealized +39.4%
MGDDY MICHELIN (CGDE) - UNSPONS ADR 0.0%
Value ($000) $2 Shares 122 Est. Cost $21.12 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $2 Shares 22 Est. Cost $115.65 Unrealized -16.2%
NORDSTROM, INC. 0.0%
Value ($000) $2 Shares 86 Est. Cost $48.15 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $92.36 Unrealized
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $2 Shares 15 Est. Cost $107.49 Unrealized +49.2%
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 80 Est. Cost $31.19 Unrealized -17.8%
DE DEERE & COMPANY 0.0%
Value ($000) $2 Shares 8 Est. Cost $157.13 Unrealized +122.5%
WAB WABTEC CORPORATION 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.59 Unrealized -3.6%
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $1 Shares 13 Est. Cost $226.11 Unrealized
DTM DT MIDSTREAM, INC. 0.0%
Value ($000) $1 Shares 29 Est. Cost $35.96 Unrealized +29.5%
AVVIY AVIVA PLC 0.0%
Value ($000) $1 Shares 145 Est. Cost $6.90 Unrealized
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $1 Shares 13 Est. Cost $47.25 Unrealized +23.6%
KTRS-AM LLC 0.0%
Value ($000) $1 Shares 444 Est. Cost $2.25 Unrealized
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $1 Shares 240 Est. Cost $4.17 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.23 Unrealized +37.7%
CCL CARNIVAL CORP. 0.0%
Value ($000) $1 Shares 100 Est. Cost $35.56 Unrealized -58.7%
TCEHY TENCENT HOLDINGS LTD UNS ADR 0.0%
Value ($000) $1 Shares 27 Est. Cost $45.26 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.07 Unrealized -21.9%
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $1 Shares 32 Est. Cost $36.34 Unrealized
IAA INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $48.26 Unrealized 0.0%
OPLN KAR AUCTION SERVICES INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $19.09 Unrealized -17.9%
GVA GRANITE CONSTRUCTION INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $48.84 Unrealized -36.4%
GPGNF GRUPO GIGANTE SAB-SER 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.13 Unrealized +12.1%
NUSTAR ENERGY LP 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.37 Unrealized
RMR RMR GROUP INC 0.0%
Value ($000) $1 Shares 42 Est. Cost $21.21 Unrealized 0.0%
KD KYNDRYL HOLDINGS, INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $11.64 Unrealized 0.0%
SKYDEX TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 1,834 Est. Cost Unrealized
NOBLE CORP WT EXP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $0 Shares 46 Est. Cost $16.21 Unrealized -53.8%
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
SLVM SYLVAMO CORPORATION 0.0%
Value ($000) $0 Shares 7 Est. Cost $26.31 Unrealized +44.0%
THNPY TECHNIP ENERGIES ADR-SPON 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
INVESCO BULLETSHARES 2023 CORP BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $23.08 Unrealized
SEARS HOLDING CORPORATION 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
ESC LUBYS IN DELAWARE ESCROW 0.0%
Value ($000) $0 Shares 2,097 Est. Cost Unrealized
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
DIAMOND OFFSHORE DRILLING INC WT EXP 0.0%
Value ($000) $0 Shares 87 Est. Cost Unrealized
ESC DIAMOND OFFSHORE D ESCROW 0.0%
Value ($000) $0 Shares 1,580 Est. Cost Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.42 Unrealized 0.0%