MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $1,559,984 (100.0% shares, 0.0% debt)

Holdings (764)

MINJX MFS INTERNATIONAL INTRINSIC VALUE R6 5.1%
Value ($000) $79,769 Shares 2,123,198 Est. Cost $42.60 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.4%
Value ($000) $68,181 Shares 222,030 Est. Cost $193.86 Unrealized
BROADWAY BANCSHARES INC TEX COM 3.9%
Value ($000) $61,462 Shares 200,150 Est. Cost $193.28 Unrealized
APDJX ARTISAN INTERNATIONAL SMALL MID ADVISOR 3.2%
Value ($000) $50,344 Shares 2,891,671 Est. Cost $14.01 Unrealized
DODFX DODGE COX INTERNATIONAL STOCK FUND 2.6%
Value ($000) $40,970 Shares 833,396 Est. Cost $42.39 Unrealized
FNWFX AMERICAN NEW WORLD FUND F3 2.4%
Value ($000) $36,871 Shares 491,607 Est. Cost $68.95 Unrealized
GQGIX GQG PARTNERS EMERGING MKTS EQUITY INSTL 2.3%
Value ($000) $36,261 Shares 2,289,187 Est. Cost $15.52 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 1.8%
Value ($000) $28,159 Shares 2,894,019 Est. Cost $10.24 Unrealized
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 1.8%
Value ($000) $27,710 Shares 1,530,952 Est. Cost $15.35 Unrealized
AVGO BROADCOM INC 1.5%
Value ($000) $23,706 Shares 21,237 Est. Cost $24.49 Unrealized +276.7%
MSFT MICROSOFT CORPORATION 1.5%
Value ($000) $22,632 Shares 60,184 Est. Cost $58.08 Unrealized +503.3%
SPY SPDR S&P 500 ETF TRUST 1.4%
Value ($000) $22,554 Shares 47,452 Est. Cost $461.80 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 1.4%
Value ($000) $22,208 Shares 855,807 Est. Cost $20.39 Unrealized
AAPL APPLE INC. 1.4%
Value ($000) $21,127 Shares 109,731 Est. Cost $82.59 Unrealized +121.4%
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 1.3%
Value ($000) $20,558 Shares 1,345,394 Est. Cost $15.12 Unrealized
JHEQX JPMORGAN HEDGED EQUITY FUND I 1.3%
Value ($000) $19,590 Shares 693,926 Est. Cost $21.33 Unrealized
FTRBX FEDERATED TOTAL RETURN BOND FUND 1.2%
Value ($000) $18,728 Shares 1,954,861 Est. Cost $9.58 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $18,618 Shares 109,451 Est. Cost $54.38 Unrealized +166.4%
MCD MCDONALDS CORP. 1.0%
Value ($000) $16,165 Shares 54,519 Est. Cost $98.58 Unrealized +162.4%
RUSHA RUSH ENTERPRISES INC-CL A 1.0%
Value ($000) $15,667 Shares 311,466 Est. Cost $35.91 Unrealized +12.3%
MRK MERCK & CO INC 1.0%
Value ($000) $15,461 Shares 141,816 Est. Cost $55.90 Unrealized +73.2%
CMCSA COMCAST CORP. CLASS A 1.0%
Value ($000) $14,990 Shares 341,839 Est. Cost $30.55 Unrealized +31.2%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $14,704 Shares 93,813 Est. Cost $85.20 Unrealized +68.5%
BILPX BLACKROCK EVENT DRIVEN EQUITY FUND 0.9%
Value ($000) $14,597 Shares 1,461,182 Est. Cost $9.70 Unrealized
DLR DIGITAL REALTY TRUST INC 0.9%
Value ($000) $14,016 Shares 104,144 Est. Cost $106.46 Unrealized +13.3%
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.9%
Value ($000) $13,681 Shares 1,277,418 Est. Cost $11.06 Unrealized
CVX CHEVRON CORPORATION 0.9%
Value ($000) $13,419 Shares 89,963 Est. Cost $89.83 Unrealized +53.4%
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $12,775 Shares 43,322 Est. Cost $87.48 Unrealized +52.8%
COST COSTCO WHOLESALE CORP. 0.8%
Value ($000) $12,198 Shares 18,479 Est. Cost $104.76 Unrealized +447.4%
GOOGL ALPHABET INC CL A 0.8%
Value ($000) $11,958 Shares 85,603 Est. Cost $106.20 Unrealized +25.6%
APH AMPHENOL CORP - CLASS A 0.8%
Value ($000) $11,839 Shares 119,432 Est. Cost $21.01 Unrealized +106.5%
ADBE ADOBE INC 0.7%
Value ($000) $11,449 Shares 19,190 Est. Cost $344.05 Unrealized +67.6%
AMZN AMAZON.COM INC. 0.7%
Value ($000) $11,239 Shares 73,972 Est. Cost $121.02 Unrealized +15.8%
CRM SALESFORCE INC. 0.7%
Value ($000) $10,998 Shares 41,794 Est. Cost $172.61 Unrealized +29.5%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $10,935 Shares 22,081 Est. Cost $18.69 Unrealized +147.8%
GLD SPDR GOLD TRUST 0.7%
Value ($000) $10,895 Shares 56,991 Est. Cost $120.43 Unrealized
APO APOLLO GLOBAL MANAGEMENT INC 0.7%
Value ($000) $10,756 Shares 115,420 Est. Cost $60.41 Unrealized +41.7%
INTU INTUIT COM 0.7%
Value ($000) $10,704 Shares 17,125 Est. Cost $406.34 Unrealized +34.0%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.7%
Value ($000) $10,650 Shares 206,139 Est. Cost $53.57 Unrealized
GTEYX GATEWAY FUND 0.7%
Value ($000) $10,582 Shares 262,066 Est. Cost $31.60 Unrealized
TJX TJX COMPANIES INC 0.7%
Value ($000) $10,485 Shares 111,771 Est. Cost $43.05 Unrealized +102.7%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $10,479 Shares 19,742 Est. Cost $102.40 Unrealized +369.5%
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $10,320 Shares 18,930 Est. Cost $354.11 Unrealized +43.5%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.7%
Value ($000) $10,273 Shares 79,992 Est. Cost $59.07 Unrealized +86.9%
ACN ACCENTURE PLC 0.7%
Value ($000) $10,227 Shares 29,144 Est. Cost $79.24 Unrealized +294.6%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $9,976 Shares 47,571 Est. Cost $104.65 Unrealized +64.7%
UNP UNION PACIFIC CORPORATION 0.6%
Value ($000) $9,969 Shares 40,588 Est. Cost $111.86 Unrealized +87.1%
MCHP MICROCHIP TECHNOLOGY INC 0.6%
Value ($000) $9,765 Shares 108,288 Est. Cost $53.34 Unrealized +44.3%
ZTS ZOETIS INC 0.6%
Value ($000) $9,609 Shares 48,687 Est. Cost $95.54 Unrealized +80.9%
V VISA INC 0.6%
Value ($000) $9,605 Shares 36,891 Est. Cost $179.31 Unrealized +35.3%
UNH UNITEDHEALTH GROUP INC. 0.6%
Value ($000) $9,599 Shares 18,233 Est. Cost $237.56 Unrealized +115.2%
WM WASTE MANAGEMENT INC (NEW) 0.6%
Value ($000) $9,407 Shares 52,521 Est. Cost $142.59 Unrealized +13.9%
CMNIX CALAMOS MARKET NEUTRAL INCOME FUND I 0.6%
Value ($000) $9,304 Shares 656,144 Est. Cost $13.39 Unrealized
WMT WAL-MART, INC. 0.6%
Value ($000) $9,191 Shares 58,301 Est. Cost $42.71 Unrealized +20.9%
TMUS T-MOBILE US INC 0.6%
Value ($000) $9,190 Shares 57,322 Est. Cost $114.03 Unrealized +25.5%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $9,106 Shares 20,670 Est. Cost $343.58 Unrealized +13.0%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $9,005 Shares 23,342 Est. Cost $322.22 Unrealized -1.4%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.6%
Value ($000) $8,958 Shares 123,684 Est. Cost $39.39 Unrealized +63.3%
LOW LOWE'S COS. INC. 0.6%
Value ($000) $8,861 Shares 39,818 Est. Cost $189.96 Unrealized +2.5%
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $8,405 Shares 36,324 Est. Cost $149.80 Unrealized +37.1%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $8,289 Shares 16,917 Est. Cost $421.57 Unrealized +0.1%
SCHW CHARLES SCHWAB CORP NEW 0.5%
Value ($000) $8,198 Shares 119,163 Est. Cost $77.32 Unrealized -27.4%
NKE NIKE INC - CLASS B 0.5%
Value ($000) $8,191 Shares 75,445 Est. Cost $56.28 Unrealized +83.0%
AHLYX AMERICAN BEACON AHL MGD FUTURES STRATEGY 0.5%
Value ($000) $8,029 Shares 815,153 Est. Cost $9.85 Unrealized
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.5%
Value ($000) $7,968 Shares 171,615 Est. Cost $41.07 Unrealized
TROIX T ROWE PRICE OVERSEAS STOCK-I 0.5%
Value ($000) $7,538 Shares 604,001 Est. Cost $11.33 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $7,389 Shares 51,088 Est. Cost $87.39 Unrealized +35.4%
DIS WALT DISNEY COMPANY 0.5%
Value ($000) $7,358 Shares 81,497 Est. Cost $81.71 Unrealized +5.5%
META META PLATFORMS INC. 0.5%
Value ($000) $7,342 Shares 20,742 Est. Cost $139.89 Unrealized +131.2%
BX BLACKSTONE INC 0.5%
Value ($000) $7,221 Shares 55,152 Est. Cost $86.10 Unrealized +18.6%
LIN LINDE PLC 0.4%
Value ($000) $7,016 Shares 17,082 Est. Cost $322.30 Unrealized +19.0%
EMR EMERSON ELECTRIC COMPANY 0.4%
Value ($000) $6,838 Shares 70,255 Est. Cost $64.36 Unrealized +36.9%
HSY THE HERSHEY COMPANY 0.4%
Value ($000) $6,675 Shares 35,802 Est. Cost $206.56 Unrealized -14.0%
TXN TEXAS INSTRUMENTS 0.4%
Value ($000) $6,650 Shares 39,010 Est. Cost $95.14 Unrealized +52.9%
NXPI NXP SEMICONDUCTORS NV 0.4%
Value ($000) $6,572 Shares 28,615 Est. Cost $170.24 Unrealized +13.7%
KO COCA COLA CO. 0.4%
Value ($000) $6,464 Shares 109,688 Est. Cost $38.63 Unrealized +37.9%
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.4%
Value ($000) $6,300 Shares 678,177 Est. Cost $9.35 Unrealized
NEE NEXTERA ENERGY 0.4%
Value ($000) $6,296 Shares 103,652 Est. Cost $64.78 Unrealized -17.5%
XOM EXXON MOBIL CORPORATION 0.4%
Value ($000) $6,259 Shares 62,603 Est. Cost $50.01 Unrealized +95.2%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $6,186 Shares 122,448 Est. Cost $24.58 Unrealized +95.2%
CMI CUMMINS INC 0.4%
Value ($000) $6,161 Shares 25,715 Est. Cost $195.82 Unrealized +10.7%
SBUX STARBUCKS CORP 0.4%
Value ($000) $6,160 Shares 64,157 Est. Cost $60.75 Unrealized +51.8%
APD AIR PRODUCTS & CHEMICAL INC 0.4%
Value ($000) $6,142 Shares 22,431 Est. Cost $152.18 Unrealized +70.3%
PEP PEPSICO INC. 0.4%
Value ($000) $5,811 Shares 34,216 Est. Cost $78.31 Unrealized +96.3%
HD HOME DEPOT INC 0.4%
Value ($000) $5,727 Shares 16,527 Est. Cost $227.55 Unrealized +29.1%
BK BANK OF NEW YORK MELLON CORP 0.4%
Value ($000) $5,575 Shares 107,111 Est. Cost $38.87 Unrealized +12.4%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $5,546 Shares 147,112 Est. Cost $33.44 Unrealized -7.3%
NSRGY NESTLE SA-SPONS ADR 0.4%
Value ($000) $5,492 Shares 47,407 Est. Cost $83.81 Unrealized
CI CIGNA GROUP 0.4%
Value ($000) $5,475 Shares 18,284 Est. Cost $199.03 Unrealized +41.1%
LLY ELI LILLY & CO 0.3%
Value ($000) $5,374 Shares 9,219 Est. Cost $441.99 Unrealized +30.1%
AEP AMERICAN ELECTRIC POWER COMPANY 0.3%
Value ($000) $5,333 Shares 65,656 Est. Cost $69.86 Unrealized +2.7%
CBHIX VICTORY MARKET NEUTRAL INCOME FUND CLASS I 0.3%
Value ($000) $5,291 Shares 603,967 Est. Cost $9.00 Unrealized
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $5,284 Shares 34,074 Est. Cost $48.80 Unrealized +195.7%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $5,280 Shares 121,988 Est. Cost $34.28 Unrealized -3.4%
MERIX THE MERGER FUND INSTL 0.3%
Value ($000) $5,265 Shares 310,424 Est. Cost $17.40 Unrealized
AZN ASTRAZENECA PLC-SPONS ADR 0.3%
Value ($000) $5,240 Shares 77,796 Est. Cost $59.92 Unrealized
GPC GENUINE PARTS CO. 0.3%
Value ($000) $5,235 Shares 37,798 Est. Cost $67.52 Unrealized +90.3%
SLF SUN LIFE FINANCIAL INC 0.3%
Value ($000) $5,212 Shares 100,494 Est. Cost $35.65 Unrealized +38.0%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $5,119 Shares 10,935 Est. Cost $421.71 Unrealized +7.2%
LMT LOCKHEED MARTIN CORPORATION 0.3%
Value ($000) $5,047 Shares 11,135 Est. Cost $377.18 Unrealized +10.7%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $5,034 Shares 59,803 Est. Cost $76.23 Unrealized +0.1%
CME CME GROUP INC 0.3%
Value ($000) $5,029 Shares 23,879 Est. Cost $161.66 Unrealized +20.4%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.3%
Value ($000) $4,959 Shares 32,025 Est. Cost $131.23 Unrealized -8.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $4,903 Shares 9,663 Est. Cost $215.47 Unrealized
IVV ISHARES CORE SP 500 ETF 0.3%
Value ($000) $4,741 Shares 9,927 Est. Cost $351.14 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $4,680 Shares 32,859 Est. Cost $166.01 Unrealized -31.9%
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $4,677 Shares 96,476 Est. Cost $47.66 Unrealized
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $4,646 Shares 29,548 Est. Cost $87.23 Unrealized +53.9%
GLW CORNING INCORPORATED 0.3%
Value ($000) $4,556 Shares 149,620 Est. Cost $32.46 Unrealized -16.4%
PIONEER NATURAL RESOURCES COMPANY 0.3%
Value ($000) $4,503 Shares 20,026 Est. Cost $207.55 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS 540 0.3%
Value ($000) $4,454 Shares 10,124 Est. Cost $240.61 Unrealized
ODVIX INVESCO DEVELOPING MARKETS FUND CL R6 0.3%
Value ($000) $4,377 Shares 113,485 Est. Cost $39.76 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $4,305 Shares 149,519 Est. Cost $31.95 Unrealized -17.4%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $4,193 Shares 81,715 Est. Cost $48.17 Unrealized -2.4%
SPOKE HOLLOW RANCH INC CERT UNKNOWN 0.3%
Value ($000) $4,173 Shares 621,939 Est. Cost $1.96 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.3%
Value ($000) $4,150 Shares 67,866 Est. Cost $37.43 Unrealized +53.0%
VOD VODAFONE GROUP PLC 0.3%
Value ($000) $4,098 Shares 471,016 Est. Cost $13.54 Unrealized
AWK AMERICAN WATER WORKS CO 0.2%
Value ($000) $3,791 Shares 28,719 Est. Cost $134.47 Unrealized -10.7%
BCE BCE INC 0.2%
Value ($000) $3,707 Shares 94,136 Est. Cost $31.62 Unrealized +2.6%
HAS HASBRO, INC. 0.2%
Value ($000) $3,523 Shares 68,997 Est. Cost $51.88 Unrealized -11.2%
MDIZX MFS INTERNATIONAL DIVERSIFICATION FD R6 0.2%
Value ($000) $3,352 Shares 150,877 Est. Cost $21.05 Unrealized
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 0.2%
Value ($000) $3,303 Shares 60,314 Est. Cost $53.92 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.2%
Value ($000) $3,259 Shares 111,273 Est. Cost $33.16 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $3,243 Shares 90,046 Est. Cost $22.23 Unrealized +32.3%
ALB ALBEMARLE CORPORATION 0.2%
Value ($000) $3,196 Shares 22,118 Est. Cost $197.89 Unrealized -33.2%
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY INSTL 0.2%
Value ($000) $2,879 Shares 45,588 Est. Cost $58.05 Unrealized
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $2,814 Shares 72,101 Est. Cost $33.87 Unrealized
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.2%
Value ($000) $2,647 Shares 243,739 Est. Cost $10.84 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $2,505 Shares 52,288 Est. Cost $43.13 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $2,504 Shares 28,920 Est. Cost $50.54 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.2%
Value ($000) $2,353 Shares 20,287 Est. Cost $54.80 Unrealized
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.2%
Value ($000) $2,351 Shares 27,904 Est. Cost $68.64 Unrealized
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.1%
Value ($000) $2,047 Shares 148,865 Est. Cost $14.16 Unrealized
USSPX VICTORY 500 INDEX FUND MEMBER 0.1%
Value ($000) $2,037 Shares 33,558 Est. Cost $33.20 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $1,964 Shares 165,000 Est. Cost $11.91 Unrealized
FIKMX FIDELITY ADVISOR REAL ESTATE INCOME FUND Z 0.1%
Value ($000) $1,927 Shares 167,246 Est. Cost $12.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.1%
Value ($000) $1,891 Shares 5,302 Est. Cost $157.19 Unrealized +123.3%
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,874 Shares 6,102 Est. Cost $193.22 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,870 Shares 24,818 Est. Cost $60.50 Unrealized
VYMI VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD 0.1%
Value ($000) $1,836 Shares 27,611 Est. Cost $62.01 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.1%
Value ($000) $1,820 Shares 58,345 Est. Cost $28.24 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,751 Shares 5,632 Est. Cost $132.29 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,425 Shares 50,908 Est. Cost $30.16 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,383 Shares 8,114 Est. Cost $69.30 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,303 Shares 9,248 Est. Cost $107.72 Unrealized +25.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,282 Shares 3,403 Est. Cost $150.75 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $1,263 Shares 3,158 Est. Cost $326.17 Unrealized +11.9%
DODGX DODGE COX STOCK FUND 0.1%
Value ($000) $1,246 Shares 5,118 Est. Cost $148.87 Unrealized
NVO NOVO-NORDISK A/S - SPONS ADR 0.1%
Value ($000) $1,171 Shares 11,320 Est. Cost $100.87 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $1,143 Shares 27,811 Est. Cost $38.65 Unrealized
ICLR ICON PLC COM 0.1%
Value ($000) $1,082 Shares 3,823 Est. Cost $255.02 Unrealized +1.5%
JDJIX JOHN HANCOCK DIVERSIFIED MACRO FD I 0.1%
Value ($000) $1,082 Shares 122,259 Est. Cost $9.51 Unrealized
ASML ASML HOLDINGS NV NY REG SHS 2012 0.1%
Value ($000) $1,056 Shares 1,395 Est. Cost $706.86 Unrealized
PG PROCTER & GAMBLE CO. 0.1%
Value ($000) $1,042 Shares 7,109 Est. Cost $106.99 Unrealized +31.4%
BIMBX BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTL 0.1%
Value ($000) $979 Shares 99,527 Est. Cost $10.26 Unrealized
DRRIX BNY MELLON GLOBAL REAL RETURN FUND INSTL 0.1%
Value ($000) $948 Shares 63,443 Est. Cost $16.25 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $925 Shares 22,988 Est. Cost $46.78 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $905 Shares 2,027 Est. Cost $226.44 Unrealized +77.3%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.1%
Value ($000) $902 Shares 32,582 Est. Cost $23.84 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $899 Shares 96,167 Est. Cost $10.50 Unrealized
IJH ISHARES CORE SP MID CAP ETF 0.1%
Value ($000) $872 Shares 3,148 Est. Cost $212.68 Unrealized
VLO VALERO ENERGY NEW 0.1%
Value ($000) $858 Shares 6,600 Est. Cost $57.82 Unrealized +106.4%
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $787 Shares 11,600 Est. Cost $51.65 Unrealized
SPOKE HOLLOW RANCH, INC. CERT 72 0.1%
Value ($000) $781 Shares 116,391 Est. Cost $3.44 Unrealized
WCMEX WCM FOCUSED EMERGING MARKETS FD INSTL 0.0%
Value ($000) $771 Shares 57,527 Est. Cost $14.77 Unrealized
BLACKROCK INC 0.0%
Value ($000) $770 Shares 948 Est. Cost $316.13 Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON SA ADR 0.0%
Value ($000) $764 Shares 4,711 Est. Cost $160.20 Unrealized
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.0%
Value ($000) $758 Shares 78,114 Est. Cost $10.76 Unrealized
SAFRY SAFRAN SA UNSPON ADR 0.0%
Value ($000) $750 Shares 17,038 Est. Cost $42.49 Unrealized
ATLKY ATLAS COPCO AB-SPONS ADR A 0.0%
Value ($000) $747 Shares 43,370 Est. Cost $16.07 Unrealized
SKFRY SKF AB SPONSORED ADR 0.0%
Value ($000) $737 Shares 36,914 Est. Cost $19.01 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD-ADR 0.0%
Value ($000) $736 Shares 7,080 Est. Cost $98.99 Unrealized
CMPGY COMPASS GROUP PLC-SPON ADR 0.0%
Value ($000) $730 Shares 26,699 Est. Cost $26.52 Unrealized
CVMIX CALVERT EMERGING MARKETS EQUITY FD I 0.0%
Value ($000) $729 Shares 44,738 Est. Cost $16.64 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $719 Shares 9,417 Est. Cost $74.80 Unrealized
BSV VANGUARD BOND INDEX SHORT-TERM BOND ETF 0.0%
Value ($000) $718 Shares 9,321 Est. Cost $75.51 Unrealized
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.0%
Value ($000) $713 Shares 59,805 Est. Cost $14.52 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $693 Shares 2,974 Est. Cost $85.02 Unrealized +161.1%
EBKDY ERSTE GROUP BANK AG 0.0%
Value ($000) $670 Shares 33,048 Est. Cost $19.37 Unrealized
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.0%
Value ($000) $665 Shares 11,895 Est. Cost $45.81 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.0%
Value ($000) $644 Shares 4,523 Est. Cost $58.77 Unrealized
IJR ISHARES CORE SP SMALL CAP ETF 0.0%
Value ($000) $635 Shares 5,868 Est. Cost $90.49 Unrealized
CTAS CINTAS CORPORATION 0.0%
Value ($000) $625 Shares 1,037 Est. Cost $99.47 Unrealized +32.4%
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $611 Shares 37,968 Est. Cost $15.53 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $606 Shares 32,436 Est. Cost $18.67 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $576 Shares 1,899 Est. Cost $192.03 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.0%
Value ($000) $542 Shares 82,241 Est. Cost $6.92 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $531 Shares 5,038 Est. Cost $47.77 Unrealized +123.4%
KNYJY KONE OYJ UNSPONSORED ADR 0.0%
Value ($000) $529 Shares 21,191 Est. Cost $23.93 Unrealized
SHEL SHELL PLC SPONS ADR 0.0%
Value ($000) $515 Shares 7,830 Est. Cost $63.84 Unrealized
QFVIX PEAR TREE POLARIS FOREIGN VALUE FD INSTL 0.0%
Value ($000) $504 Shares 21,947 Est. Cost $19.42 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP 0.0%
Value ($000) $495 Shares 14,177 Est. Cost $32.21 Unrealized
NEXTIER, INC. 0.0%
Value ($000) $493 Shares 3,600 Est. Cost $83.06 Unrealized
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.0%
Value ($000) $483 Shares 13,295 Est. Cost $35.80 Unrealized
NVS NOVARTIS AG-ADR 0.0%
Value ($000) $465 Shares 4,608 Est. Cost $99.87 Unrealized
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.0%
Value ($000) $459 Shares 45,436 Est. Cost $10.42 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $443 Shares 5,013 Est. Cost $81.06 Unrealized
ABEV AMBEV SA ADR 0.0%
Value ($000) $428 Shares 152,973 Est. Cost $2.73 Unrealized
KLAC KLA CORPORATION 0.0%
Value ($000) $424 Shares 730 Est. Cost $256.36 Unrealized +99.3%
WEBNF WESTPAC BANKING CORPORATION 0.0%
Value ($000) $416 Shares 27,752 Est. Cost $12.12 Unrealized +0.6%
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $412 Shares 5,163 Est. Cost $54.02 Unrealized +32.8%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $394 Shares 8,099 Est. Cost $40.40 Unrealized -2.2%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $391 Shares 3,281 Est. Cost $51.94 Unrealized +113.9%
EQIX EQUINIX INC 0.0%
Value ($000) $390 Shares 484 Est. Cost $552.96 Unrealized +32.7%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $371 Shares 1,720 Est. Cost $119.86 Unrealized +46.1%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $370 Shares 235 Est. Cost $137.82 Unrealized +34.1%
VWEAX VANGUARD HIGH YIELD CORPORATE FUND ADM 0.0%
Value ($000) $363 Shares 67,044 Est. Cost $5.81 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $361 Shares 16,386 Est. Cost $17.70 Unrealized
OOSAX INVESCO SENIOR FLOATING RATE FD RT-A 0.0%
Value ($000) $361 Shares 54,070 Est. Cost $6.23 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $360 Shares 1,180 Est. Cost $138.93 Unrealized +74.8%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $353 Shares 3,950 Est. Cost $80.39 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $347 Shares 2,604 Est. Cost $83.05 Unrealized +27.2%
33 1/3 MEMBERSHIP INT CORRAL CENTER LLC 0.0%
Value ($000) $340 Shares 1 Est. Cost $252000.00 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $325 Shares 2,279 Est. Cost $124.78 Unrealized -0.6%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $324 Shares 650 Est. Cost $204.80 Unrealized +117.4%
PRSGX T ROWE PRICE SPECTRUM DIVERSIFIED EQUITY FD 0.0%
Value ($000) $314 Shares 13,519 Est. Cost $22.34 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $303 Shares 1,958 Est. Cost $119.05 Unrealized +14.0%
DFAX DIMENSIONAL WORLD EX US CORE 0.0%
Value ($000) $302 Shares 12,372 Est. Cost $21.60 Unrealized
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $301 Shares 1,927 Est. Cost $93.15 Unrealized
SPOKE HOLLOW RANCH, INC. CERT 70 0.0%
Value ($000) $301 Shares 44,900 Est. Cost $3.34 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $300 Shares 1,144 Est. Cost $156.70 Unrealized +45.1%
ETN EATON CORP PLC 0.0%
Value ($000) $292 Shares 1,213 Est. Cost $85.62 Unrealized +151.8%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $290 Shares 1,252 Est. Cost $73.04 Unrealized +188.0%
RVTY REVVITY INC 0.0%
Value ($000) $287 Shares 2,630 Est. Cost $75.69 Unrealized +26.7%
IBM IBM 0.0%
Value ($000) $274 Shares 1,675 Est. Cost $101.28 Unrealized +39.7%
BA BOEING COMPANY 0.0%
Value ($000) $273 Shares 1,046 Est. Cost $180.84 Unrealized +18.3%
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $271 Shares 1,446 Est. Cost $109.78 Unrealized +43.0%
HLIZX HARDING LOEVNER INTERNATIONAL EQUITY INST Z 0.0%
Value ($000) $268 Shares 10,347 Est. Cost $24.08 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES 0.0%
Value ($000) $263 Shares 5,504 Est. Cost $48.52 Unrealized
CWVIX CALVERT INTERNATIONAL EQUITY FUND CL I 0.0%
Value ($000) $256 Shares 10,758 Est. Cost $24.74 Unrealized
TSONX TIAA CREF SOCIAL CHOICE INTERNATIONAL EQUITY 0.0%
Value ($000) $251 Shares 19,477 Est. Cost $12.48 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $248 Shares 829 Est. Cost $238.66 Unrealized +15.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $244 Shares 1,000 Est. Cost $234.21 Unrealized +1.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $242 Shares 4,298 Est. Cost $68.52 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VA 0.0%
Value ($000) $242 Shares 6,502 Est. Cost $33.48 Unrealized
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $240 Shares 2,105 Est. Cost $103.49 Unrealized
MMM 3M CO 0.0%
Value ($000) $239 Shares 2,184 Est. Cost $99.32 Unrealized -23.9%
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $235 Shares 574 Est. Cost $309.09 Unrealized
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $234 Shares 7,338 Est. Cost $31.27 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $230 Shares 1,392 Est. Cost $129.62 Unrealized
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $229 Shares 4,862 Est. Cost $45.61 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $228 Shares 1,999 Est. Cost $69.47 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $226 Shares 1,808 Est. Cost $105.44 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $225 Shares 3,192 Est. Cost $61.02 Unrealized
NOINX NORTHERN INTERNATIONAL EQUITY INDEX FD 0.0%
Value ($000) $221 Shares 16,018 Est. Cost $13.54 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $220 Shares 1,591 Est. Cost $86.23 Unrealized +41.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $218 Shares 2,015 Est. Cost $106.73 Unrealized
DFUS DIMENSIONAL US EQUITY ETF 0.0%
Value ($000) $217 Shares 4,184 Est. Cost $41.61 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $203 Shares 1,734 Est. Cost $81.61 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $198 Shares 998 Est. Cost $105.93 Unrealized +62.6%
MS MORGAN STANLEY 0.0%
Value ($000) $198 Shares 2,119 Est. Cost $37.79 Unrealized +98.0%
SO SOUTHERN CO. 0.0%
Value ($000) $197 Shares 2,810 Est. Cost $40.30 Unrealized +58.2%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $192 Shares 17,328 Est. Cost $11.95 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $186 Shares 437 Est. Cost $287.16 Unrealized +38.3%
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $185 Shares 4,200 Est. Cost $47.07 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $182 Shares 2,805 Est. Cost $81.34 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $176 Shares 1,953 Est. Cost $49.80 Unrealized +66.7%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $174 Shares 1,180 Est. Cost $136.81 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $174 Shares 902 Est. Cost $127.03 Unrealized
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.0%
Value ($000) $173 Shares 46,605 Est. Cost $3.71 Unrealized
MASON BANCSHARES, INC. 0.0%
Value ($000) $169 Shares 418 Est. Cost $405.00 Unrealized
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $163 Shares 3,950 Est. Cost $30.68 Unrealized +3.7%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $161 Shares 1,327 Est. Cost $97.17 Unrealized +14.5%
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $161 Shares 1,390 Est. Cost $77.46 Unrealized +36.9%
RANI RANI THERAPEUTICS HOLDINGS-A 0.0%
Value ($000) $160 Shares 48,129 Est. Cost $10.60 Unrealized -78.2%
INVH INVITATION HOMES INC 0.0%
Value ($000) $160 Shares 4,679 Est. Cost $30.24 Unrealized -0.9%
AMGN AMGEN, INC 0.0%
Value ($000) $157 Shares 545 Est. Cost $191.60 Unrealized +33.1%
INTC INTEL CORPORATION 0.0%
Value ($000) $157 Shares 3,116 Est. Cost $35.69 Unrealized +12.2%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $157 Shares 1,422 Est. Cost $88.07 Unrealized +9.1%
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $156 Shares 2,517 Est. Cost $53.07 Unrealized +4.6%
LUMINAR TECHOLOGIES INC 0.0%
Value ($000) $152 Shares 45,171 Est. Cost $6.88 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $152 Shares 1,397 Est. Cost $92.75 Unrealized -2.3%
T AT&T INC. 0.0%
Value ($000) $148 Shares 8,811 Est. Cost $15.22 Unrealized -6.6%
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $146 Shares 1,027 Est. Cost $97.18 Unrealized +11.5%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $139 Shares 745 Est. Cost $141.98 Unrealized +13.8%
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $137 Shares 2,273 Est. Cost $60.74 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value ($000) $134 Shares 2,293 Est. Cost $58.02 Unrealized
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $133 Shares 510 Est. Cost $180.39 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $130 Shares 2,121 Est. Cost $49.22 Unrealized +7.4%
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $126 Shares 535 Est. Cost $210.49 Unrealized -4.9%
DFAT DIMENSIONAL US TARGET VALUE 0.0%
Value ($000) $123 Shares 2,352 Est. Cost $43.95 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $122 Shares 2,599 Est. Cost $61.70 Unrealized -34.9%
PURZX PGIM GLOBAL REAL ESTATE CL Z 0.0%
Value ($000) $120 Shares 6,234 Est. Cost $23.92 Unrealized
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $118 Shares 3,491 Est. Cost $32.75 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $117 Shares 2,040 Est. Cost $43.88 Unrealized +5.9%
RTX RTX CORPORATION 0.0%
Value ($000) $116 Shares 1,376 Est. Cost $83.44 Unrealized -9.4%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $115 Shares 3,418 Est. Cost $27.08 Unrealized +2.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $115 Shares 441 Est. Cost $149.78 Unrealized +56.4%
CAT CATERPILLAR INC. 0.0%
Value ($000) $113 Shares 382 Est. Cost $202.28 Unrealized +24.2%
PBW INVESCO WILDERHILL CLEAN ENE ETF 0.0%
Value ($000) $111 Shares 3,737 Est. Cost $44.22 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $111 Shares 834 Est. Cost $49.38 Unrealized +124.9%
USTEX VICTORY TAX EXEMPT LONG TERM FUND RETAIL 0.0%
Value ($000) $110 Shares 9,041 Est. Cost $13.15 Unrealized
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $108 Shares 5,546 Est. Cost $13.96 Unrealized +8.1%
USBLX VICTORY GROWTH & TAX STRATEGY FD RETAIL 0.0%
Value ($000) $106 Shares 4,210 Est. Cost $20.12 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $103 Shares 511 Est. Cost $190.92 Unrealized
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $102 Shares 5,000 Est. Cost $19.71 Unrealized -13.2%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $102 Shares 1,308 Est. Cost $68.23 Unrealized
DOC HEALTHPEAK OP, LLC 0.0%
Value ($000) $97 Shares 4,923 Est. Cost $24.55 Unrealized -37.4%
PPL PPL CORP COM 0.0%
Value ($000) $96 Shares 3,549 Est. Cost $17.96 Unrealized +31.2%
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $96 Shares 379 Est. Cost $257.31 Unrealized -16.2%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $96 Shares 440 Est. Cost $147.73 Unrealized
VWSUX VANGUARD ULTRA SHORT TERM TAX EXEMPT ADM 0.0%
Value ($000) $94 Shares 5,940 Est. Cost $15.76 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN ENE-ETF 0.0%
Value ($000) $90 Shares 2,144 Est. Cost $55.77 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $89 Shares 6,425 Est. Cost $13.19 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $88 Shares 1,757 Est. Cost $36.22 Unrealized +15.3%
ST LOUIS BANCSHARES, INC. COMMON STOCK 0.0%
Value ($000) $86 Shares 14,400 Est. Cost $4.72 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $86 Shares 688 Est. Cost $123.63 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $85 Shares 570 Est. Cost $145.07 Unrealized -11.2%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM 0.0%
Value ($000) $85 Shares 2,081 Est. Cost $42.29 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $84 Shares 662 Est. Cost $137.49 Unrealized -30.4%
FDX FEDEX CORPORATION 0.0%
Value ($000) $84 Shares 331 Est. Cost $208.13 Unrealized +16.4%
GIS GENERAL MILLS INC 0.0%
Value ($000) $84 Shares 1,285 Est. Cost $50.49 Unrealized +17.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $83 Shares 1,084 Est. Cost $27.86 Unrealized +4.1%
KKR KKR & CO INC 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $60.70 Unrealized +10.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $82 Shares 344 Est. Cost $174.79 Unrealized
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $81 Shares 2,959 Est. Cost $22.59 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $81 Shares 1,082 Est. Cost $59.14 Unrealized +12.9%
AMGIX AMERICAN CENTURY DISCIPLINED CORE VALUE I 0.0%
Value ($000) $78 Shares 2,387 Est. Cost $33.02 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $78 Shares 206 Est. Cost $242.16 Unrealized +37.7%
MO ALTRIA GROUP INC. 0.0%
Value ($000) $78 Shares 1,935 Est. Cost $27.54 Unrealized +26.4%
NOEMX NORTHERN EMERGING MARKETS EQUITY INDEX 0.0%
Value ($000) $78 Shares 7,276 Est. Cost $10.73 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $30.75 Unrealized +106.1%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $75 Shares 1,995 Est. Cost $39.60 Unrealized
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $73 Shares 2,756 Est. Cost $19.69 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $71 Shares 313 Est. Cost $169.85 Unrealized +16.9%
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $69 Shares 920 Est. Cost $93.02 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $67 Shares 450 Est. Cost $105.41 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $67 Shares 450 Est. Cost $67.40 Unrealized +101.2%
SUB ISHARES SHORT-TERM NATIONAL 0.0%
Value ($000) $67 Shares 637 Est. Cost $104.04 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $67 Shares 573 Est. Cost $64.13 Unrealized +71.1%
SYY SYSCO CORPORATION 0.0%
Value ($000) $66 Shares 909 Est. Cost $49.85 Unrealized +30.2%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $66 Shares 1,923 Est. Cost $37.96 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $66 Shares 12,159 Est. Cost $7.90 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $65 Shares 900 Est. Cost $40.14 Unrealized +76.8%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $65 Shares 300 Est. Cost $13.37 Unrealized +194.5%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $64 Shares 1,721 Est. Cost $30.00 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $62 Shares 1,220 Est. Cost $52.02 Unrealized
COIN COINBASE GLOBAL INC-CLASS A 0.0%
Value ($000) $61 Shares 350 Est. Cost $52.69 Unrealized +107.2%
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $60 Shares 800 Est. Cost $78.53 Unrealized
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $60 Shares 1,664 Est. Cost $35.42 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $59 Shares 904 Est. Cost $56.86 Unrealized -15.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $57 Shares 183 Est. Cost $99.52 Unrealized +171.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $56 Shares 684 Est. Cost $88.97 Unrealized -19.7%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $56 Shares 240 Est. Cost $232.04 Unrealized
FDWGX AMERICAN FDS DEVELOPING WORLD G & I F3 0.0%
Value ($000) $55 Shares 5,376 Est. Cost $10.11 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $54 Shares 558 Est. Cost $59.82 Unrealized +36.7%
FZAJX FIDELITY ADVISOR INTERNATIONAL GROWTH FD 0.0%
Value ($000) $54 Shares 2,811 Est. Cost $18.24 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $54 Shares 530 Est. Cost $47.46 Unrealized -4.4%
DODIX DODGE COX INCOME FUND 0.0%
Value ($000) $53 Shares 4,201 Est. Cost $14.01 Unrealized
NUMG NUVEEN ESG MID CAP GROWTH ETF 0.0%
Value ($000) $53 Shares 1,248 Est. Cost $34.46 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $52 Shares 5,922 Est. Cost $9.92 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $52 Shares 1,106 Est. Cost $75.95 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $52 Shares 553 Est. Cost $59.63 Unrealized +40.4%
VASVX VANGUARD SELECTED VALUE FUND INV 0.0%
Value ($000) $50 Shares 1,734 Est. Cost $26.63 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $50 Shares 1,385 Est. Cost $17.28 Unrealized +100.4%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $49 Shares 800 Est. Cost $36.25 Unrealized
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $49 Shares 1,630 Est. Cost $29.46 Unrealized
IWV ISHARES TRUST RUSSELL 3000 ETF 0.0%
Value ($000) $48 Shares 175 Est. Cost $224.17 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.0%
Value ($000) $47 Shares 455 Est. Cost $79.79 Unrealized
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $47 Shares 4,549 Est. Cost $14.70 Unrealized
VFC VF CORPORATION 0.0%
Value ($000) $46 Shares 2,467 Est. Cost $59.58 Unrealized -71.2%
ANWPX AMERICAN FUNDS - NEW PERSPECTIVE CL A 0.0%
Value ($000) $46 Shares 826 Est. Cost $55.87 Unrealized
HYD VANECK VECTORS HIGH YIELD MUNI INDEX ETF 0.0%
Value ($000) $46 Shares 893 Est. Cost $51.34 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $46 Shares 217 Est. Cost $168.24 Unrealized +6.9%
ILMN ILLUMINA INC 0.0%
Value ($000) $45 Shares 326 Est. Cost $136.56 Unrealized -15.5%
AIVSX AMERICAN FUNDS INVT COMPANY OF AMERICA CL A 0.0%
Value ($000) $45 Shares 900 Est. Cost $50.39 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $45 Shares 1,403 Est. Cost $37.06 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $44 Shares 539 Est. Cost $88.46 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $43 Shares 331 Est. Cost $90.46 Unrealized +32.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $43 Shares 262 Est. Cost $100.35 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $43 Shares 553 Est. Cost $79.91 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $42 Shares 735 Est. Cost $20.37 Unrealized +153.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $42 Shares 428 Est. Cost $72.82 Unrealized +15.1%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $41 Shares 216 Est. Cost $156.23 Unrealized +6.7%
ELV ELEVANCE HEALTH, INC 0.0%
Value ($000) $40 Shares 85 Est. Cost $428.70 Unrealized +4.2%
IDA IDACORP INC 0.0%
Value ($000) $39 Shares 400 Est. Cost $93.46 Unrealized +3.6%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $39 Shares 494 Est. Cost $50.94 Unrealized +31.4%
AFL AFLAC INC 0.0%
Value ($000) $38 Shares 460 Est. Cost $36.47 Unrealized +111.1%
BHRB BURKE & HERBERT FINANCIAL SE 0.0%
Value ($000) $37 Shares 585 Est. Cost $58.63 Unrealized -22.2%
WTRG ESSENTIAL UTILITIES, INC. 0.0%
Value ($000) $36 Shares 969 Est. Cost $43.38 Unrealized -19.5%
HR HEALTHCARE REALTY TRUST INC 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $21.00 Unrealized
NGREX NORTHERN GLOBAL REAL ESTATE INDEX FUND 0.0%
Value ($000) $34 Shares 3,577 Est. Cost $8.94 Unrealized
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $34 Shares 720 Est. Cost $48.67 Unrealized
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE 0.0%
Value ($000) $34 Shares 636 Est. Cost $51.95 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $34 Shares 446 Est. Cost $62.78 Unrealized
CR CRANE CO 0.0%
Value ($000) $34 Shares 285 Est. Cost $75.98 Unrealized +31.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $34 Shares 479 Est. Cost $57.32 Unrealized +5.3%
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $34 Shares 581 Est. Cost $51.49 Unrealized +3.7%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $33 Shares 72 Est. Cost $245.09 Unrealized +83.7%
KMI KINDER MORGAN INC 0.0%
Value ($000) $33 Shares 1,887 Est. Cost $16.18 Unrealized -5.2%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $33 Shares 416 Est. Cost $77.51 Unrealized -6.9%
TSLA TESLA INC 0.0%
Value ($000) $33 Shares 132 Est. Cost $271.27 Unrealized -12.4%
OTIS OTIS WORLWIDE CORPORATION 0.0%
Value ($000) $33 Shares 366 Est. Cost $50.59 Unrealized +58.6%
JAGIX JANUS HENDERSON GROWTH INCOME FD CL T 0.0%
Value ($000) $33 Shares 474 Est. Cost $47.03 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $33 Shares 397 Est. Cost $73.75 Unrealized 0.0%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $32 Shares 1,404 Est. Cost $22.90 Unrealized
FDS FACTSET RESEARCH SYSTEM 0.0%
Value ($000) $32 Shares 67 Est. Cost $318.07 Unrealized +38.4%
KELLANOVA 0.0%
Value ($000) $32 Shares 566 Est. Cost $49.63 Unrealized -1.7%
COLUMBIA SELIG PREM TECH GW 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $23.00 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 509 Est. Cost $45.03 Unrealized +16.2%
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $31 Shares 820 Est. Cost $27.45 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $31 Shares 1,164 Est. Cost $25.64 Unrealized
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $30 Shares 1,944 Est. Cost $12.79 Unrealized
HPQ HP INC 0.0%
Value ($000) $30 Shares 992 Est. Cost $25.75 Unrealized +0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $30 Shares 95 Est. Cost $288.26 Unrealized +2.6%
VOO VANGAURD S&P 500 ETF 0.0%
Value ($000) $30 Shares 68 Est. Cost $387.97 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $29 Shares 187 Est. Cost $128.18 Unrealized +6.6%
IP INTERNATIONAL PAPER CO. 0.0%
Value ($000) $28 Shares 785 Est. Cost $35.05 Unrealized -8.8%
ECL ECOLAB INC 0.0%
Value ($000) $28 Shares 143 Est. Cost $175.85 Unrealized 0.0%
SLB SCHLUMBERGER LIMITED 0.0%
Value ($000) $28 Shares 537 Est. Cost $40.44 Unrealized +26.6%
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $28 Shares 1,417 Est. Cost $21.21 Unrealized -9.2%
OIGIX INVESCO OPPENHEIMER INTERNATIONAL GROWTH 0.0%
Value ($000) $28 Shares 773 Est. Cost $42.76 Unrealized
RHI ROBERT HALF INC 0.0%
Value ($000) $27 Shares 310 Est. Cost $53.82 Unrealized +47.7%
TT TRANE TECHNOLOGIES PUBLIC LIMITED CO 0.0%
Value ($000) $27 Shares 111 Est. Cost $214.57 Unrealized 0.0%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $27 Shares 125 Est. Cost $160.16 Unrealized
ARTKX ARTISAN INTERNATIONAL VALUE FUND 0.0%
Value ($000) $27 Shares 581 Est. Cost $46.02 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $26 Shares 501 Est. Cost $53.11 Unrealized -13.5%
FLEX FLEX LTD. 0.0%
Value ($000) $26 Shares 850 Est. Cost $15.00 Unrealized +33.4%
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $26 Shares 580 Est. Cost $21.03 Unrealized +86.0%
PREF PRNCPAL SPCTRM PREF SEC ACTV 0.0%
Value ($000) $26 Shares 1,458 Est. Cost $16.90 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $26 Shares 323 Est. Cost $63.65 Unrealized +2.8%
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $25 Shares 635 Est. Cost $40.44 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $25 Shares 192 Est. Cost $69.09 Unrealized +32.4%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $24 Shares 168 Est. Cost $155.76 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 970 Est. Cost $27.54 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $24 Shares 49 Est. Cost $38.65 Unrealized +13.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $24 Shares 909 Est. Cost $35.20 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 989 Est. Cost $27.71 Unrealized
XPO XPO INC 0.0%
Value ($000) $24 Shares 269 Est. Cost $62.82 Unrealized +29.7%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $23 Shares 74 Est. Cost $210.19 Unrealized +25.6%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $23 Shares 290 Est. Cost $43.73 Unrealized +72.8%
MRTN MARTEN TRANSPORT LTD 0.0%
Value ($000) $22 Shares 1,045 Est. Cost $19.05 Unrealized -3.2%
DOW DOW INC 0.0%
Value ($000) $21 Shares 391 Est. Cost $44.28 Unrealized +0.9%
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $21 Shares 369 Est. Cost $36.14 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $21 Shares 551 Est. Cost $54.38 Unrealized -38.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $21 Shares 242 Est. Cost $52.64 Unrealized +39.1%
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS 0.0%
Value ($000) $21 Shares 880 Est. Cost $24.17 Unrealized
LKQ LKQ CORPORATION 0.0%
Value ($000) $21 Shares 430 Est. Cost $45.68 Unrealized -4.3%
FCFS FIRSTCASH HOLDINGS, INC 0.0%
Value ($000) $20 Shares 189 Est. Cost $72.50 Unrealized +45.1%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $20 Shares 319 Est. Cost $63.78 Unrealized -10.4%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $19 Shares 381 Est. Cost $52.83 Unrealized
NTSX WISDOMTREE US EFFICIENT CORE 0.0%
Value ($000) $19 Shares 492 Est. Cost $44.18 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $19 Shares 1,573 Est. Cost $11.83 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $154.50 Unrealized -2.1%
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $19 Shares 78 Est. Cost $203.73 Unrealized +11.9%
WY WEYERHAEUSER CO 0.0%
Value ($000) $18 Shares 520 Est. Cost $27.59 Unrealized +5.6%
MTB M&T BANK CORP. 0.0%
Value ($000) $18 Shares 131 Est. Cost $149.77 Unrealized -21.7%
ASIX ADVANSIX INC 0.0%
Value ($000) $18 Shares 593 Est. Cost $32.55 Unrealized -19.5%
ARGAX ARBITRAGE FUND-A 0.0%
Value ($000) $18 Shares 1,385 Est. Cost $12.19 Unrealized
LAM RESEARCH CORPORATION 0.0%
Value ($000) $17 Shares 22 Est. Cost $484.12 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $148.17 Unrealized +3.2%
USAAX VICTORY GROWTH FUND RETAIL 0.0%
Value ($000) $17 Shares 535 Est. Cost $30.31 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $17 Shares 148 Est. Cost $84.00 Unrealized +8.1%
TAMALE BLANCA, INC 0.0%
Value ($000) $17 Shares 500 Est. Cost $14.00 Unrealized
CXT CRANE NXT, CO 0.0%
Value ($000) $16 Shares 285 Est. Cost $31.73 Unrealized +63.3%
EBAY EBAY INC. 0.0%
Value ($000) $16 Shares 368 Est. Cost $50.93 Unrealized -21.8%
PFM INVESCO DIVIDEND ACHIEVERS E 0.0%
Value ($000) $16 Shares 402 Est. Cost $36.60 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $16 Shares 112 Est. Cost $82.53 Unrealized +51.2%
BP BP PLC SPONS ADR 0.0%
Value ($000) $16 Shares 440 Est. Cost $31.62 Unrealized
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $15 Shares 1,015 Est. Cost $16.37 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF 0.0%
Value ($000) $15 Shares 129 Est. Cost $114.38 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $42.43 Unrealized +23.1%
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $14 Shares 500 Est. Cost $24.02 Unrealized +9.4%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $14 Shares 481 Est. Cost $35.58 Unrealized -30.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 334 Est. Cost $45.81 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $13 Shares 137 Est. Cost $76.36 Unrealized
FNDF SCHWAB FUNDAMENTAL INTL L/C 0.0%
Value ($000) $13 Shares 385 Est. Cost $31.67 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 142 Est. Cost $70.07 Unrealized
FKRCX FRANKLIN GOLD AND PRECIOUS METALS FUND 0.0%
Value ($000) $13 Shares 776 Est. Cost $19.33 Unrealized
PFOAX PIMCO INTL BND USD HGD -A 0.0%
Value ($000) $13 Shares 1,300 Est. Cost $9.38 Unrealized
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $12 Shares 85 Est. Cost $235.62 Unrealized -46.0%
ENLINK MIDSTREAM, LLC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $10.84 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $12 Shares 252 Est. Cost $41.05 Unrealized +13.4%
USISX VICTORY INCOME STOCK FUND RETAIL 0.0%
Value ($000) $12 Shares 655 Est. Cost $19.90 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $12 Shares 19 Est. Cost $147.91 Unrealized +247.4%
CSB VICTORYSHARES US SMALL CAP H 0.0%
Value ($000) $12 Shares 212 Est. Cost $48.98 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 29 Est. Cost $313.18 Unrealized +18.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $12 Shares 336 Est. Cost $21.21 Unrealized +20.5%
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $11 Shares 330 Est. Cost $30.25 Unrealized
CSX CSX CORP. 0.0%
Value ($000) $11 Shares 321 Est. Cost $30.43 Unrealized +1.4%
ALC ALCON INC 0.0%
Value ($000) $11 Shares 140 Est. Cost $60.51 Unrealized +21.3%
PRN INVESCO EXCHANGE-TRADED FD TR 0.0%
Value ($000) $11 Shares 91 Est. Cost $94.87 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $10 Shares 95 Est. Cost $97.32 Unrealized -2.5%
AEPFX AMERICAN EUROPACIFIC GROWTH FUND F2 0.0%
Value ($000) $10 Shares 191 Est. Cost $52.97 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $10 Shares 205 Est. Cost $37.61 Unrealized +9.1%
BAFGX BROWN ADV GROWTH EQTY-INS 0.0%
Value ($000) $9 Shares 341 Est. Cost $25.34 Unrealized
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $9 Shares 115 Est. Cost $68.63 Unrealized -5.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 10 Est. Cost $766.75 Unrealized +6.8%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $9 Shares 212 Est. Cost $46.80 Unrealized -24.3%
EMGNX WELLS FARGO ADVANTAGE EMERGING MKTS EQUITY 0.0%
Value ($000) $8 Shares 335 Est. Cost $25.30 Unrealized
TFC TRUIST FINANCIAL CORP COM 0.0%
Value ($000) $8 Shares 223 Est. Cost $44.90 Unrealized -37.2%
CPRT COPART INC 0.0%
Value ($000) $8 Shares 168 Est. Cost $37.84 Unrealized +24.8%
AGILITI, INC 0.0%
Value ($000) $8 Shares 960 Est. Cost $21.88 Unrealized
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $7 Shares 165 Est. Cost $55.74 Unrealized -23.9%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 114 Est. Cost $57.90 Unrealized
QOPIX INVESCO FUNDAMENTAL ALTERNATIVES FD R6 0.0%
Value ($000) $7 Shares 290 Est. Cost $27.38 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $7 Shares 94 Est. Cost $72.22 Unrealized -3.7%
VTRS VIATRIS INC 0.0%
Value ($000) $7 Shares 651 Est. Cost $10.28 Unrealized -15.5%
TSWIX TRANSAMERICA INTERNATIONAL EQUITY CL I 0.0%
Value ($000) $7 Shares 347 Est. Cost $19.79 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 51 Est. Cost $145.11 Unrealized
VYX NCR VOYIX CORP 0.0%
Value ($000) $7 Shares 400 Est. Cost $11.46 Unrealized +39.2%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 7 Est. Cost $48.69 Unrealized +29.8%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $7 Shares 242 Est. Cost $40.29 Unrealized
SKIRX DWS ENHANCED COMMODITY STRATEGY FUND 0.0%
Value ($000) $6 Shares 1,152 Est. Cost $6.06 Unrealized
NOV NOV INC 0.0%
Value ($000) $6 Shares 320 Est. Cost $20.99 Unrealized -6.4%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $149.37 Unrealized -24.2%
AL AIR LEASE CORPORATION 0.0%
Value ($000) $6 Shares 151 Est. Cost $37.79 Unrealized -3.6%
MCO MOODY'S CORPORATION 0.0%
Value ($000) $6 Shares 16 Est. Cost $294.58 Unrealized +16.0%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $6 Shares 63 Est. Cost $96.92 Unrealized
SIEGY SIEMENS AG - SPONS ADR 0.0%
Value ($000) $6 Shares 65 Est. Cost $83.21 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $6 Shares 61 Est. Cost $69.57 Unrealized +14.8%
JOHN HANCOCK SEAPORT LONG SHORT FD I 0.0%
Value ($000) $6 Shares 507 Est. Cost $10.86 Unrealized
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $6 Shares 401 Est. Cost $15.96 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $6 Shares 8 Est. Cost $96.26 Unrealized +30.9%
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $6 Shares 54 Est. Cost $71.32 Unrealized +21.5%
NOK NOKIA CORP ADR A 0.0%
Value ($000) $5 Shares 1,600 Est. Cost $3.75 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $5 Shares 40 Est. Cost $196.43 Unrealized -41.0%
RYCEY ROLLS-ROYCE HOLDINGS PLC - SPONS ADR 0.0%
Value ($000) $5 Shares 1,413 Est. Cost $2.09 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
AEMSX ABRDN EMERGING MARKETS FUND INST SVCS CL 0.0%
Value ($000) $5 Shares 391 Est. Cost $13.07 Unrealized
MRSAX MFS RESEARCH INTERNATIONAL FUND 0.0%
Value ($000) $5 Shares 230 Est. Cost $21.82 Unrealized
NATL NCR ATLEOS CORP 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.89 Unrealized 0.0%
ABBNY ABB LTD-SPON ADR 0.0%
Value ($000) $5 Shares 107 Est. Cost $39.33 Unrealized
FND FLOOR & DECOR HOLDINGS INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $41.91 Unrealized +119.8%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $5 Shares 89 Est. Cost $50.69 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $5 Shares 133 Est. Cost $28.37 Unrealized +13.4%
HLGEX JPMORGAN DIVERSIFIED MID CAP GROWTH -SELECT 0.0%
Value ($000) $5 Shares 99 Est. Cost $46.56 Unrealized
PH PARKER HANNIFIN CORP. 0.0%
Value ($000) $5 Shares 10 Est. Cost $308.62 Unrealized +31.9%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $72.62 Unrealized +25.2%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $87.59 Unrealized +2.4%
SNY SANOFI-AVENTIS - ADR 0.0%
Value ($000) $4 Shares 86 Est. Cost $53.90 Unrealized
BNPQY BNP PARIBAS-ADR 0.0%
Value ($000) $4 Shares 120 Est. Cost $31.49 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $4 Shares 53 Est. Cost $72.64 Unrealized
ING ING GROEP N.V.-SPONSORED ADR 0.0%
Value ($000) $4 Shares 265 Est. Cost $13.33 Unrealized
BMO BANK OF MONTREAL 0.0%
Value ($000) $4 Shares 40 Est. Cost $55.37 Unrealized +38.3%
UNCRY UNICREDIT S.P.A. ADR 0.0%
Value ($000) $4 Shares 291 Est. Cost $11.60 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $69.28 Unrealized +4.2%
SAP SAP SE SPON ADR 0.0%
Value ($000) $4 Shares 25 Est. Cost $136.81 Unrealized
MRVL MARVELL TECHOLOGY INC 0.0%
Value ($000) $4 Shares 64 Est. Cost $48.12 Unrealized +11.4%
TOTALENERGIES SE -SPON ADR 0.0%
Value ($000) $4 Shares 56 Est. Cost $62.17 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $95.16 Unrealized +21.5%
NTTYY NIPPON TELEGRAPH & TELE-ADR 0.0%
Value ($000) $4 Shares 122 Est. Cost $29.51 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $302.56 Unrealized -1.5%
MNST MONSTER BEVERAGE CORPORATION 0.0%
Value ($000) $4 Shares 62 Est. Cost $56.87 Unrealized -6.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $3 Shares 304 Est. Cost $14.86 Unrealized -27.4%
TROSX T ROWE PRICE OVERSEAS STOCK FUND 0.0%
Value ($000) $3 Shares 277 Est. Cost $11.64 Unrealized
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $3 Shares 44 Est. Cost $76.00 Unrealized -8.2%
EADSY AIRBUS GROUP SE UNSP ADR 0.0%
Value ($000) $3 Shares 87 Est. Cost $36.10 Unrealized
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $3 Shares 28 Est. Cost $77.84 Unrealized +47.9%
MURGY MUENCHENER RUECK - UNSPON ADR 0.0%
Value ($000) $3 Shares 78 Est. Cost $37.49 Unrealized
PINS PINTEREST INC - CLASS A 0.0%
Value ($000) $3 Shares 87 Est. Cost $24.92 Unrealized +26.1%
GM GENERAL MOTORS CO 0.0%
Value ($000) $3 Shares 85 Est. Cost $33.63 Unrealized -10.1%
LROSX BRANDYWINE-GLB UNCON B-IS 0.0%
Value ($000) $3 Shares 263 Est. Cost $11.56 Unrealized
SDZNY SANDOZ GROUP AG-ADR 0.0%
Value ($000) $3 Shares 92 Est. Cost $32.15 Unrealized
URI UNITED RENTALS, INC. 0.0%
Value ($000) $3 Shares 5 Est. Cost $361.03 Unrealized +28.2%
F FORD MOTOR COMPANY 0.0%
Value ($000) $3 Shares 233 Est. Cost $10.76 Unrealized -10.5%
GRMN GARMIN LTD 0.0%
Value ($000) $3 Shares 22 Est. Cost $115.65 Unrealized -3.5%
WPP WPP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 59 Est. Cost $52.28 Unrealized
AXAHY AXA - SPONS ADR 0.0%
Value ($000) $3 Shares 86 Est. Cost $29.49 Unrealized
OAKIX OAKMARK INTERNATIONAL FUND CLASS I 0.0%
Value ($000) $3 Shares 104 Est. Cost $25.05 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.19 Unrealized +4.3%
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $3 Shares 46 Est. Cost $58.57 Unrealized +0.1%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $42.72 Unrealized -8.2%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $97.72 Unrealized +10.4%
EFAV ISHARES MSCI EAFE MIN VOL FA ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $67.51 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $74.87 Unrealized +3.8%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $44.17 Unrealized +26.8%
AIQUY AIR LIQUIDE SA, UNSP ADR 0.0%
Value ($000) $3 Shares 66 Est. Cost $34.39 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 18 Est. Cost $127.74 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA-ADR 0.0%
Value ($000) $2 Shares 272 Est. Cost $7.83 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $138.35 Unrealized
ITJTY INTRUM AB UNSP ADR 0.0%
Value ($000) $2 Shares 355 Est. Cost $5.95 Unrealized
SCHI SCHWAB 5-10 YEAR CORP B 0.0%
Value ($000) $2 Shares 54 Est. Cost $44.94 Unrealized
MRESX CROMWELL CENTERSQ RL EST-INV 0.0%
Value ($000) $2 Shares 222 Est. Cost $10.10 Unrealized
LRLCY LOREAL SA UNSP ADR 0.0%
Value ($000) $2 Shares 24 Est. Cost $93.21 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $195.75 Unrealized +13.6%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $488.15 Unrealized -1.7%
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $2 Shares 15 Est. Cost $104.00 Unrealized +13.3%
DHLGY DEUTSCHE POST AG SPON ADR 0.0%
Value ($000) $2 Shares 44 Est. Cost $48.80 Unrealized
MGDDY MICHELIN (CGDE) - UNSPONS ADR 0.0%
Value ($000) $2 Shares 121 Est. Cost $21.12 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $106.26 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 101 Est. Cost $16.04 Unrealized 0.0%
MQBKY MACQUARIE GROUP LTD-ADR 0.0%
Value ($000) $2 Shares 16 Est. Cost $118.25 Unrealized
HOCPY HOYA CORP-SPONSORED ADR 0.0%
Value ($000) $2 Shares 16 Est. Cost $118.14 Unrealized
SONY SONY CORP-SPONSORED ADR 0.0%
Value ($000) $2 Shares 21 Est. Cost $90.03 Unrealized
MET METLIFE INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $52.03 Unrealized +13.0%
NTIOF NATIONAL BANK OF CANADA 0.0%
Value ($000) $2 Shares 26 Est. Cost $66.86 Unrealized -6.9%
TOELY TOKYO ELECTRON LTD UNSP ADR 0.0%
Value ($000) $2 Shares 22 Est. Cost $71.14 Unrealized
EQNR EQUINOR ASA-SPON ADR 0.0%
Value ($000) $2 Shares 62 Est. Cost $29.22 Unrealized
PHM PULTE HOMES INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $66.40 Unrealized +25.9%
SHOP SHOPIFY INC- CLASS A 0.0%
Value ($000) $2 Shares 25 Est. Cost $56.53 Unrealized +13.0%
FIADX FIDELITY INTERNATIONAL DISCOVERY FD CL I 0.0%
Value ($000) $2 Shares 44 Est. Cost $43.77 Unrealized
KR KROGER CO. 0.0%
Value ($000) $2 Shares 42 Est. Cost $45.00 Unrealized -5.8%
USFD US FOODS HOLDINGS CORP 0.0%
Value ($000) $2 Shares 42 Est. Cost $39.68 Unrealized +4.2%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $69.14 Unrealized
DNBBY DNB BANK ASA- SPN ADR 0.0%
Value ($000) $2 Shares 88 Est. Cost $18.74 Unrealized
RELX RELX PLC SPON ADR 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.43 Unrealized
CCL CARNIVAL CORP. 0.0%
Value ($000) $2 Shares 100 Est. Cost $35.56 Unrealized -59.2%
KLG WK KELLOGG CO 0.0%
Value ($000) $2 Shares 141 Est. Cost $13.14 Unrealized
TM TOYOTA MOTOR CORP - SPON ADR 0.0%
Value ($000) $2 Shares 10 Est. Cost $160.78 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $2 Shares 80 Est. Cost $24.50 Unrealized -9.2%
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $143.06 Unrealized -6.1%
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR 0.0%
Value ($000) $2 Shares 187 Est. Cost $8.60 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $2 Shares 8 Est. Cost $199.93 Unrealized +6.9%
RF REGIONS FINANCIAL CORPORATION 0.0%
Value ($000) $2 Shares 93 Est. Cost $15.61 Unrealized -3.6%
IBN ICICI BANK LTD SPON ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.08 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $126.97 Unrealized +3.0%
RRX REGAL BELOIT CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $136.14 Unrealized -7.3%
AON AON PLC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $290.61 Unrealized +8.5%
HUBS HUBSPOT INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $468.65 Unrealized +2.7%
CFRUY COMPAGNIE FINANCIERE RICHEMONT UNSP ADR 0.0%
Value ($000) $2 Shares 126 Est. Cost $16.57 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $65.78 Unrealized +17.6%
TTD TRADE DESK INC/ THE -CLASS A 0.0%
Value ($000) $2 Shares 23 Est. Cost $67.67 Unrealized +8.6%
MUFG MITSUBISHI UFJ FINANCIAL GROUP, INC. ADR 0.0%
Value ($000) $2 Shares 192 Est. Cost $7.37 Unrealized
CELH CELSIUS HOLDINGS INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $48.84 Unrealized +9.3%
OSK OSHKOSH TRUCK CORPORATION 0.0%
Value ($000) $2 Shares 15 Est. Cost $75.02 Unrealized +23.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $58.80 Unrealized +62.8%
AVVIY AVIVA PLC 0.0%
Value ($000) $2 Shares 145 Est. Cost $7.94 Unrealized
NORDSTROM, INC. 0.0%
Value ($000) $2 Shares 86 Est. Cost $48.15 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $38.73 Unrealized -24.6%
GPGNF GRUPO GIGANTE SAB-SER 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.13 Unrealized +16.5%
GVA GRANITE CONSTRUCTION INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $48.84 Unrealized -10.7%
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $2 Shares 12 Est. Cost $107.40 Unrealized -2.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $1257.74 Unrealized +12.7%
ZURVY ZURICH INSURANCE GROUP AG-ADR 0.0%
Value ($000) $2 Shares 30 Est. Cost $47.50 Unrealized
KTRS-AM LLC 0.0%
Value ($000) $2 Shares 444 Est. Cost $2.25 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $370.68 Unrealized +37.9%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $2 Shares 90 Est. Cost $14.20 Unrealized +8.1%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $48.93 Unrealized
LEN LENNAR CORPORATION CLASS A 0.0%
Value ($000) $1 Shares 10 Est. Cost $105.19 Unrealized +11.1%
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $1 Shares 46 Est. Cost $31.96 Unrealized -5.5%
KDP KEURIG DR PEPPER INC. 0.0%
Value ($000) $1 Shares 44 Est. Cost $32.71 Unrealized -10.7%
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 300 Est. Cost $18.03 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.44 Unrealized -5.1%
WTKWY WOLTERS KLUWER NV-SPONS ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $126.45 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $47.98 Unrealized -13.8%
IFNNY INFINEON TECHNOLOGIES AG 0.0%
Value ($000) $1 Shares 33 Est. Cost $41.22 Unrealized
OC OWENS CORNING INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $109.58 Unrealized +20.9%
PRYMY PRYSMIAN SPA-INSPONSOREE ADR 0.0%
Value ($000) $1 Shares 58 Est. Cost $20.88 Unrealized
AME AMETEK INC (NEW) 0.0%
Value ($000) $1 Shares 8 Est. Cost $138.26 Unrealized +8.7%
OKTA OKTA INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $75.94 Unrealized +0.5%
SGI TEMPUR SEALY INTERNATIONAL, INC. 0.0%
Value ($000) $1 Shares 24 Est. Cost $37.62 Unrealized +12.8%
RBA RB GLOBAL INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.38 Unrealized +14.0%
GLNCY GLENCORE PLC - UNSP ADR 0.0%
Value ($000) $1 Shares 89 Est. Cost $11.30 Unrealized
RXO RXO INC 0.0%
Value ($000) $1 Shares 44 Est. Cost $17.74 Unrealized +13.4%
TCEHY TENCENT HOLDINGS LTD UNS ADR 0.0%
Value ($000) $1 Shares 27 Est. Cost $43.82 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $1 Shares 13 Est. Cost $123.69 Unrealized
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $1 Shares 240 Est. Cost $3.98 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $139.16 Unrealized +3.6%
FERG1GBX FERGUSON PLC 0.0%
Value ($000) $1 Shares 5 Est. Cost $157.40 Unrealized
PGR PROGRESSIVE CORP-OHIO 0.0%
Value ($000) $1 Shares 6 Est. Cost $121.53 Unrealized +18.0%
ALIZY ALLIANZ SE - UNSP ADR 0.0%
Value ($000) $1 Shares 35 Est. Cost $23.26 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $1 Shares 46 Est. Cost $16.21 Unrealized +24.6%
IT GARTNER, INC. 0.0%
Value ($000) $1 Shares 2 Est. Cost $325.62 Unrealized +22.7%
KYCCF KEYENCE CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 2 Est. Cost $402.16 Unrealized 0.0%
SMMNY SIEMENS HEALTHINEE-UNSP ADR 0.0%
Value ($000) $1 Shares 27 Est. Cost $28.29 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $179.13 Unrealized +4.4%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $206.53 Unrealized +13.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $203.16 Unrealized +14.4%
GSK GSK PLC-SPON ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $35.83 Unrealized
IWP MFC ISHARES TR RUSSELL MID-CAP GR ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $96.67 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $200.31 Unrealized +18.9%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $141.31 Unrealized +14.8%
CDNS CADENCE DESIGN SYSTEMS, INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $217.63 Unrealized +18.4%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $196.69 Unrealized +14.6%
OPLN OPENLANE INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $19.09 Unrealized -23.8%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $199.96 Unrealized +8.0%
CDW CDW CORPORATION OF DELAWARE 0.0%
Value ($000) $0 Shares 2 Est. Cost $168.84 Unrealized +22.1%
ABNB AIRBNB INC- CLASS A 0.0%
Value ($000) $0 Shares 3 Est. Cost $121.18 Unrealized +6.4%
DXCM DEXCOM INC. 0.0%
Value ($000) $0 Shares 3 Est. Cost $120.95 Unrealized -15.5%
CNC CENTENE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.69 Unrealized +8.2%
HLN HALEON PLC-ADR 0.0%
Value ($000) $0 Shares 42 Est. Cost $8.35 Unrealized
SLVM SYLVAMO CORPORATION 0.0%
Value ($000) $0 Shares 7 Est. Cost $34.60 Unrealized +26.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $155.17 Unrealized -12.5%
ACLLY ACCELLERON INDUSTRIES AG 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.20 Unrealized
SNAP SNAP INC - A 0.0%
Value ($000) $0 Shares 18 Est. Cost $10.05 Unrealized +22.0%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $251.85 Unrealized +0.8%
RH RH 0.0%
Value ($000) $0 Shares 1 Est. Cost $261.37 Unrealized -1.2%
HEI/A HEICO CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.56 Unrealized +1.1%
HCA HCA HEALTHCARE, INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $272.09 Unrealized -10.7%
DKILY DAIKIN INDUSTRIES-UNSPON ADR 0.0%
Value ($000) $0 Shares 16 Est. Cost $20.26 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $282.86 Unrealized -13.2%
ON ON SEMICONDUCTOR CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $82.71 Unrealized -5.0%
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $206.59 Unrealized -3.3%
SPB SPECTRUM BRANDS HOLDINGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.36 Unrealized +5.6%
ITT ITT INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.98 Unrealized +25.2%
LPLA LPL FINANCIAL HOLDING INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $200.25 Unrealized +12.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $59.34 Unrealized +12.4%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $0 Shares 1 Est. Cost $187.93 Unrealized +11.0%
PWR QUANTA SERVICES, INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $99.50 Unrealized +85.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.76 Unrealized -2.3%
THNPY TECHNIP ENERGIES ADR-SPON 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
VRSN VERISIGN, INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $218.54 Unrealized -5.5%
SNOW SNOWFLAKE INC- CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost $162.55 Unrealized +4.0%
VEEV VEEVA SYSTEMS INC-CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost $182.38 Unrealized +3.3%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $68.00 Unrealized -18.7%
PTC PTC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.45 Unrealized +15.8%
NUE NUCOR CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $140.25 Unrealized +9.3%
RMD RESMED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $217.42 Unrealized -30.7%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $133.72 Unrealized -13.5%
TOBAF TAAT GLOBAL ALTERNATIVES INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.20 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.20 Unrealized -46.9%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.23 Unrealized +24.9%
DHI D.R. HORTON INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.54 Unrealized +28.9%
HESS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.53 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.12 Unrealized -19.5%
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.00 Unrealized
LEN/B LENNAR CORPORATION B SHARES 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.80 Unrealized +16.4%
WSC WILLSCOT MOBILE MINI HOLDING 0.0%
Value ($000) $0 Shares 3 Est. Cost $44.72 Unrealized -9.6%
FISV FISERV, INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.72 Unrealized +4.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.34 Unrealized -12.1%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.00 Unrealized
BAM BROOKFIELD ASSET MGMT-A 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.10 Unrealized +16.1%
OATLY GROUP AB 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.90 Unrealized
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.83 Unrealized +19.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $34.97 Unrealized +4.2%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.00 Unrealized -13.2%
MHK MOHAWK INDUSTRIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.01 Unrealized -10.7%
AES AES CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.51 Unrealized -24.8%
CROX CROCS, INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $119.17 Unrealized -22.5%
EDNMY EDENRED SA-UNSP ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.33 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.21 Unrealized +4.8%
POR PORTLAND GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.72 Unrealized -14.4%
RDN RADIAN GROUP INC. 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.62 Unrealized +9.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $63.48 Unrealized +16.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.01 Unrealized -16.0%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.58 Unrealized -9.5%
WMG WARNER MUSIC GROUP CORP- CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.91 Unrealized +20.6%
BWA BORGWARNER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.66 Unrealized -12.7%
DIAMOND OFFSHORE DRILLING INC WT EXP 0.0%
Value ($000) $0 Shares 94 Est. Cost $1.80 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.72 Unrealized -14.8%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.88 Unrealized +4.4%
MKC MCCORMICK & CO. 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.79 Unrealized -25.2%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.21 Unrealized +14.1%
VICI VICI PROPERTIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $27.60 Unrealized -6.1%
KNX KNIGHT - SWIFT TRANSPORTATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.92 Unrealized -5.7%
BALL BALL CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.22 Unrealized -4.2%
PLTR PALANTIR TECHOLOGIES INC - A 0.0%
Value ($000) $0 Shares 3 Est. Cost $11.37 Unrealized +56.7%
VISION ENERGY CORP 0.0%
Value ($000) $0 Shares 489 Est. Cost $0.10 Unrealized
LVS LAS VEGAS SANDS CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.48 Unrealized -19.6%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.11 Unrealized +148.1%
CZR CAESARS ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.41 Unrealized -2.2%
AVTR AVANTOR INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.22 Unrealized +1.3%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.87 Unrealized -6.5%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $47.22 Unrealized -16.7%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.02 Unrealized -3.8%
MTCH MATCH GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.72 Unrealized -7.6%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.18 Unrealized -5.8%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $5.96 Unrealized 0.0%
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.48 Unrealized +3.0%
LIBERTY MEDIA CORP-LIBER-NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.00 Unrealized
LIBERTY MEDIA CORP-CL A NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.00 Unrealized
WRBY WARBY PARKER INC-CLASS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.39 Unrealized +9.5%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $2.50 Unrealized
VAL/WS VALARIS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.00 Unrealized
NBLWF NOBLE CORP PLC WRT 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.00 Unrealized
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ASSND 50 MEM INT IN RIEDEL SISTERS MGT LLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
50 LTD PNSP INT IN RIEDEL SISTERS PROD LP 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
ESC ALTABA INC ESCROW 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
ESC LUBYS IN DELAWARE ESCROW 0.0%
Value ($000) $0 Shares 1,597 Est. Cost Unrealized
OI SA-ADR 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SKYDEX TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 1,834 Est. Cost Unrealized