Baker Ellis Asset Management LLC Diversified Active

CIK: 0001365559 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 4, 2022

Total Value ($000): $558,900 (100.0% shares, 0.0% debt)

Holdings (210)

VTI VANGUARD INDEX FDS 10.9%
Value ($000) $61,116 Shares 268,442 Est. Cost $99.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.7%
Value ($000) $20,890 Shares 59,193 Est. Cost $131.55 Unrealized +145.9%
MSFT MICROSOFT CORP 3.2%
Value ($000) $17,944 Shares 58,202 Est. Cost $38.14 Unrealized +664.0%
VYM VANGUARD WHITEHALL FDS 3.2%
Value ($000) $17,653 Shares 157,265 Est. Cost $64.61 Unrealized
VGT VANGUARD WORLD FDS 3.0%
Value ($000) $17,010 Shares 40,843 Est. Cost $97.37 Unrealized
SCHD SCHWAB STRATEGIC TR 2.6%
Value ($000) $14,330 Shares 181,646 Est. Cost $76.21 Unrealized
DGS WISDOMTREE TR 2.1%
Value ($000) $11,713 Shares 219,759 Est. Cost $46.85 Unrealized
IXUS ISHARES TR 2.1%
Value ($000) $11,646 Shares 174,912 Est. Cost $61.47 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 2.0%
Value ($000) $11,212 Shares 213,364 Est. Cost $42.41 Unrealized
VOO VANGUARD INDEX FDS 1.9%
Value ($000) $10,773 Shares 25,948 Est. Cost $216.79 Unrealized
LPX LOUISIANA PAC CORP 1.9%
Value ($000) $10,552 Shares 169,872 Est. Cost $25.31 Unrealized +172.5%
GSIE GOLDMAN SACHS ETF TR 1.9%
Value ($000) $10,422 Shares 318,420 Est. Cost $32.31 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $9,889 Shares 57,877 Est. Cost $113.42 Unrealized
GOOG ALPHABET INC 1.7%
Value ($000) $9,404 Shares 3,367 Est. Cost $48.68 Unrealized +177.2%
AAPL APPLE INC 1.6%
Value ($000) $8,731 Shares 50,001 Est. Cost $84.26 Unrealized +95.6%
MFUS PIMCO EQUITY SER 1.4%
Value ($000) $7,934 Shares 192,040 Est. Cost $32.24 Unrealized
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $7,575 Shares 13,155 Est. Cost $196.72 Unrealized +154.6%
LAM RESEARCH CORP 1.3%
Value ($000) $7,134 Shares 13,270 Est. Cost $197.71 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $6,941 Shares 41,470 Est. Cost $63.23 Unrealized +134.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $6,876 Shares 13 Est. Cost $180542.53 Unrealized +168.9%
WY WEYERHAEUSER CO MTN BE 1.2%
Value ($000) $6,748 Shares 178,050 Est. Cost $20.64 Unrealized +65.3%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $6,727 Shares 37,957 Est. Cost $83.48 Unrealized +81.8%
FBND FIDELITY MERRIMACK STR TR 1.1%
Value ($000) $6,372 Shares 128,019 Est. Cost $52.73 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $6,126 Shares 44,936 Est. Cost $75.10 Unrealized +78.0%
IRM IRON MTN INC NEW 1.1%
Value ($000) $5,942 Shares 107,228 Est. Cost $24.74 Unrealized +65.6%
LABORATORY CORP AMER HLDGS 1.0%
Value ($000) $5,845 Shares 22,169 Est. Cost $165.40 Unrealized
SYK STRYKER CORPORATION 1.0%
Value ($000) $5,689 Shares 21,280 Est. Cost $99.88 Unrealized +148.6%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $5,513 Shares 55,651 Est. Cost $63.98 Unrealized +35.6%
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value ($000) $5,245 Shares 58,112 Est. Cost $57.94 Unrealized +20.2%
ENCORE WIRE CORP 0.9%
Value ($000) $5,099 Shares 44,699 Est. Cost $83.90 Unrealized
KR KROGER CO 0.9%
Value ($000) $4,957 Shares 86,403 Est. Cost $21.79 Unrealized +109.5%
UNP UNION PAC CORP 0.9%
Value ($000) $4,825 Shares 17,662 Est. Cost $66.96 Unrealized +244.3%
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $4,787 Shares 10,703 Est. Cost $66.04 Unrealized +487.0%
POR PORTLAND GEN ELEC CO 0.8%
Value ($000) $4,744 Shares 86,025 Est. Cost $33.28 Unrealized +33.3%
DIS DISNEY WALT CO 0.8%
Value ($000) $4,723 Shares 34,437 Est. Cost $92.63 Unrealized +52.5%
FISV FISERV INC 0.8%
Value ($000) $4,666 Shares 46,019 Est. Cost $114.32 Unrealized -11.5%
JMST J P MORGAN EXCHANGE-TRADED F 0.8%
Value ($000) $4,507 Shares 89,010 Est. Cost $50.87 Unrealized
DISCOVER FINL SVCS 0.8%
Value ($000) $4,360 Shares 39,568 Est. Cost $66.31 Unrealized
BC BRUNSWICK CORP 0.8%
Value ($000) $4,340 Shares 53,656 Est. Cost $92.22 Unrealized -8.2%
VT VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $4,270 Shares 42,159 Est. Cost $56.36 Unrealized
TGT TARGET CORP 0.8%
Value ($000) $4,238 Shares 19,971 Est. Cost $129.34 Unrealized +47.9%
SKECHERS U S A INC 0.8%
Value ($000) $4,233 Shares 103,863 Est. Cost $33.58 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $4,223 Shares 82,910 Est. Cost $32.26 Unrealized +28.6%
HON HONEYWELL INTL INC 0.8%
Value ($000) $4,214 Shares 21,656 Est. Cost $90.53 Unrealized +88.2%
PNW PINNACLE WEST CAP CORP 0.8%
Value ($000) $4,205 Shares 53,841 Est. Cost $60.25 Unrealized +0.2%
IMKTA INGLES MKTS INC 0.7%
Value ($000) $3,903 Shares 43,830 Est. Cost $24.36 Unrealized +236.7%
FMX FOMENTO ECONOMICO MEXICANO S 0.7%
Value ($000) $3,815 Shares 46,041 Est. Cost $86.32 Unrealized
VHT VANGUARD WORLD FDS 0.7%
Value ($000) $3,711 Shares 14,590 Est. Cost $117.20 Unrealized
VXF VANGUARD INDEX FDS 0.6%
Value ($000) $3,454 Shares 20,851 Est. Cost $72.04 Unrealized
BP BP PLC 0.6%
Value ($000) $3,450 Shares 117,338 Est. Cost $21.13 Unrealized
MAA MID-AMER APT CMNTYS INC 0.6%
Value ($000) $3,430 Shares 16,375 Est. Cost $75.62 Unrealized +140.1%
MGC VANGUARD WORLD FD 0.6%
Value ($000) $3,274 Shares 20,586 Est. Cost $65.14 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $3,163 Shares 1,137 Est. Cost $38.78 Unrealized +247.6%
LDUR PIMCO ETF TR 0.6%
Value ($000) $3,079 Shares 31,572 Est. Cost $101.16 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,927 Shares 18,559 Est. Cost $105.03 Unrealized
KIM KIMCO RLTY CORP 0.5%
Value ($000) $2,869 Shares 116,155 Est. Cost $10.47 Unrealized +92.5%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $2,707 Shares 7,468 Est. Cost $186.85 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $2,546 Shares 781 Est. Cost $44.60 Unrealized +246.5%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,542 Shares 5,628 Est. Cost $213.37 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $2,433 Shares 7,370 Est. Cost $220.25 Unrealized +45.2%
WORLD GOLD TR 0.4%
Value ($000) $2,389 Shares 62,100 Est. Cost $16.64 Unrealized
NKE NIKE INC 0.4%
Value ($000) $2,312 Shares 17,185 Est. Cost $44.45 Unrealized +196.8%
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,091 Shares 34,448 Est. Cost $62.39 Unrealized
GTX GARRETT MOTION INC 0.4%
Value ($000) $2,064 Shares 287,012 Est. Cost $7.37 Unrealized -2.7%
VMWARE INC 0.4%
Value ($000) $2,060 Shares 18,094 Est. Cost $132.87 Unrealized
EFAV ISHARES TR 0.4%
Value ($000) $2,037 Shares 28,230 Est. Cost $65.82 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.4%
Value ($000) $2,024 Shares 28,377 Est. Cost $81.28 Unrealized -1.7%
PLD PROLOGIS INC. 0.3%
Value ($000) $1,897 Shares 11,750 Est. Cost $67.32 Unrealized +101.2%
NORDSTROM INC 0.3%
Value ($000) $1,882 Shares 69,433 Est. Cost $36.95 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,802 Shares 10,242 Est. Cost $109.40 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $1,721 Shares 9,527 Est. Cost $120.55 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,655 Shares 28,735 Est. Cost $44.14 Unrealized
STLA STELLANTIS N.V 0.3%
Value ($000) $1,654 Shares 101,636 Est. Cost $17.70 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,649 Shares 5,509 Est. Cost $62.55 Unrealized +402.0%
VPU VANGUARD WORLD FDS 0.3%
Value ($000) $1,489 Shares 9,200 Est. Cost $87.59 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $1,459 Shares 29,018 Est. Cost $50.72 Unrealized
JMBS JANUS DETROIT STR TR 0.3%
Value ($000) $1,457 Shares 29,193 Est. Cost $52.46 Unrealized
BALL BALL CORP 0.3%
Value ($000) $1,431 Shares 15,904 Est. Cost $28.74 Unrealized +199.9%
WWD WOODWARD INC 0.3%
Value ($000) $1,427 Shares 11,425 Est. Cost $99.77 Unrealized +14.8%
EXPO EXPONENT INC 0.3%
Value ($000) $1,413 Shares 13,080 Est. Cost $88.68 Unrealized +3.6%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,404 Shares 12,953 Est. Cost $82.10 Unrealized
URSTADT BIDDLE PPTYS INC 0.2%
Value ($000) $1,395 Shares 74,185 Est. Cost $19.32 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,368 Shares 29,214 Est. Cost $29.51 Unrealized +45.2%
SJM SMUCKER J M CO 0.2%
Value ($000) $1,359 Shares 10,039 Est. Cost $107.19 Unrealized +11.5%
INFL LISTED FD TR 0.2%
Value ($000) $1,341 Shares 40,270 Est. Cost $31.35 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,300 Shares 8,019 Est. Cost $31.28 Unrealized +304.1%
STWD STARWOOD PPTY TR INC 0.2%
Value ($000) $1,250 Shares 51,700 Est. Cost $21.64 Unrealized
V VISA INC 0.2%
Value ($000) $1,225 Shares 5,524 Est. Cost $75.46 Unrealized +178.4%
NVS NOVARTIS AG 0.2%
Value ($000) $1,217 Shares 13,869 Est. Cost $71.44 Unrealized
JBTM JOHN BEAN TECHNOLOGIES CORP 0.2%
Value ($000) $1,180 Shares 9,960 Est. Cost $22.21 Unrealized +468.0%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,179 Shares 7,436 Est. Cost $30.90 Unrealized +361.3%
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $1,164 Shares 12,460 Est. Cost $53.36 Unrealized
MATX MATSON INC 0.2%
Value ($000) $1,156 Shares 9,580 Est. Cost $26.43 Unrealized +261.2%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,130 Shares 6,939 Est. Cost $94.61 Unrealized +29.7%
WMT WALMART INC 0.2%
Value ($000) $1,105 Shares 7,419 Est. Cost $26.45 Unrealized +68.6%
ITT ITT INC 0.2%
Value ($000) $1,070 Shares 14,230 Est. Cost $52.17 Unrealized +69.2%
SHY ISHARES TR 0.2%
Value ($000) $1,046 Shares 12,552 Est. Cost $84.24 Unrealized
DE DEERE & CO 0.2%
Value ($000) $989 Shares 2,380 Est. Cost $125.24 Unrealized +189.9%
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $959 Shares 9,600 Est. Cost $100.14 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $945 Shares 11,155 Est. Cost $54.90 Unrealized +31.3%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $911 Shares 10,333 Est. Cost $36.90 Unrealized +97.4%
OUNZ VANECK MERK GOLD TR 0.2%
Value ($000) $885 Shares 47,000 Est. Cost $18.00 Unrealized
ANGL VANECK ETF TRUST 0.2%
Value ($000) $859 Shares 28,251 Est. Cost $32.23 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $841 Shares 10,250 Est. Cost $44.30 Unrealized +57.7%
ALB ALBEMARLE CORP 0.1%
Value ($000) $816 Shares 3,692 Est. Cost $118.88 Unrealized +68.9%
SCZ ISHARES TR 0.1%
Value ($000) $808 Shares 12,180 Est. Cost $51.82 Unrealized
BCC BOISE CASCADE CO DEL 0.1%
Value ($000) $806 Shares 11,600 Est. Cost $35.41 Unrealized +74.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $794 Shares 17,205 Est. Cost $39.62 Unrealized
RYN RAYONIER INC 0.1%
Value ($000) $751 Shares 18,260 Est. Cost $34.36 Unrealized
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $751 Shares 38,657 Est. Cost $12.28 Unrealized +21.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $746 Shares 3,280 Est. Cost $74.46 Unrealized +164.5%
NWS NEWS CORP NEW 0.1%
Value ($000) $743 Shares 33,000 Est. Cost $18.21 Unrealized +18.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $742 Shares 3,460 Est. Cost $83.23 Unrealized +112.9%
SON SONOCO PRODS CO 0.1%
Value ($000) $732 Shares 11,705 Est. Cost $32.80 Unrealized +52.0%
SHEL SHELL PLC 0.1%
Value ($000) $731 Shares 13,300 Est. Cost $54.96 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $719 Shares 8,319 Est. Cost $63.92 Unrealized +13.9%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $687 Shares 6,415 Est. Cost $107.09 Unrealized
UNIVAR SOLUTIONS INC 0.1%
Value ($000) $672 Shares 20,900 Est. Cost $21.99 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $654 Shares 12,950 Est. Cost $47.42 Unrealized
HIW HIGHWOODS PPTYS INC 0.1%
Value ($000) $631 Shares 13,800 Est. Cost $40.53 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $617 Shares 6,133 Est. Cost $67.91 Unrealized +54.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $617 Shares 1,209 Est. Cost $58.25 Unrealized +674.4%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $600 Shares 7,700 Est. Cost $80.30 Unrealized
MMM 3M CO 0.1%
Value ($000) $584 Shares 3,925 Est. Cost $120.31 Unrealized -4.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $583 Shares 6,411 Est. Cost $37.86 Unrealized +127.0%
PFE PFIZER INC 0.1%
Value ($000) $579 Shares 11,182 Est. Cost $18.80 Unrealized +125.9%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $568 Shares 4,581 Est. Cost $102.00 Unrealized
URSTADT BIDDLE PPTYS INC 0.1%
Value ($000) $567 Shares 32,682 Est. Cost $18.12 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $562 Shares 7,696 Est. Cost $30.40 Unrealized +87.0%
ATLAS CORP 0.1%
Value ($000) $557 Shares 37,966 Est. Cost $8.05 Unrealized
ITIC INVESTORS TITLE CO NC 0.1%
Value ($000) $523 Shares 2,575 Est. Cost $89.09 Unrealized +123.7%
IXC ISHARES TR 0.1%
Value ($000) $513 Shares 14,200 Est. Cost $29.99 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $507 Shares 4,309 Est. Cost $55.05 Unrealized +103.8%
PCH POTLATCHDELTIC CORPORATION 0.1%
Value ($000) $503 Shares 9,535 Est. Cost $41.68 Unrealized
NAUTILUS INC 0.1%
Value ($000) $501 Shares 121,613 Est. Cost $15.39 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $501 Shares 7,300 Est. Cost $68.63 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $492 Shares 3,222 Est. Cost $68.35 Unrealized +107.9%
IWS ISHARES TR 0.1%
Value ($000) $491 Shares 4,107 Est. Cost $72.60 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $484 Shares 31,500 Est. Cost $13.55 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $478 Shares 9,000 Est. Cost $22.62 Unrealized +111.5%
UBS UBS GROUP AG 0.1%
Value ($000) $459 Shares 23,500 Est. Cost $17.09 Unrealized +10.7%
HMC HONDA MOTOR LTD 0.1%
Value ($000) $456 Shares 16,150 Est. Cost $29.38 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $456 Shares 1,600 Est. Cost $64.68 Unrealized +291.1%
ORCL ORACLE CORP 0.1%
Value ($000) $455 Shares 5,504 Est. Cost $38.31 Unrealized +100.9%
IWR ISHARES TR 0.1%
Value ($000) $427 Shares 5,476 Est. Cost $76.26 Unrealized
SEB SEABOARD CORP DEL 0.1%
Value ($000) $416 Shares 99 Est. Cost $3772.01 Unrealized +1.5%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $406 Shares 7,600 Est. Cost $44.64 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.1%
Value ($000) $400 Shares 24,000 Est. Cost $13.81 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $398 Shares 6,800 Est. Cost $43.45 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $388 Shares 9,405 Est. Cost $23.44 Unrealized +74.2%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $383 Shares 8,353 Est. Cost $18.23 Unrealized +144.7%
PPL PPL CORP 0.1%
Value ($000) $383 Shares 13,407 Est. Cost $18.07 Unrealized +36.6%
PINS PINTEREST INC 0.1%
Value ($000) $383 Shares 15,565 Est. Cost $20.35 Unrealized +34.2%
F FORD MTR CO DEL 0.1%
Value ($000) $382 Shares 22,600 Est. Cost $10.87 Unrealized +33.8%
GM GENERAL MTRS CO 0.1%
Value ($000) $370 Shares 8,450 Est. Cost $32.17 Unrealized +49.8%
AHRT ARMADA HOFFLER PPTYS INC 0.1%
Value ($000) $351 Shares 24,010 Est. Cost $13.12 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $350 Shares 1,575 Est. Cost $267.39 Unrealized -7.2%
TRICON RESIDENTIAL INC 0.1%
Value ($000) $349 Shares 22,000 Est. Cost $15.28 Unrealized
CLAR CLARUS CORP NEW 0.1%
Value ($000) $340 Shares 14,941 Est. Cost $9.06 Unrealized +139.0%
FXF INVESCO CURRENCYSHARES SWISS 0.1%
Value ($000) $340 Shares 3,500 Est. Cost $96.00 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $326 Shares 5,850 Est. Cost $20.09 Unrealized +150.3%
DISH NETWORK CORPORATION 0.1%
Value ($000) $325 Shares 10,280 Est. Cost $38.27 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $324 Shares 1,400 Est. Cost $98.58 Unrealized +119.1%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $319 Shares 2,130 Est. Cost $96.71 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $317 Shares 940 Est. Cost $63.81 Unrealized +399.1%
INTC INTEL CORP 0.1%
Value ($000) $310 Shares 6,260 Est. Cost $26.46 Unrealized +74.5%
UHAL AMERCO 0.1%
Value ($000) $307 Shares 515 Est. Cost $60.09 Unrealized +2.6%
BSM BLACK STONE MINERALS L P 0.1%
Value ($000) $296 Shares 22,000 Est. Cost $7.11 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $288 Shares 1,150 Est. Cost $113.42 Unrealized
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $286 Shares 4,676 Est. Cost $49.03 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $283 Shares 2,531 Est. Cost $66.91 Unrealized +33.3%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $282 Shares 6,000 Est. Cost $33.83 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $281 Shares 1,600 Est. Cost $115.34 Unrealized +39.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $273 Shares 3,300 Est. Cost $50.04 Unrealized +35.7%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $269 Shares 7,600 Est. Cost $35.53 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $263 Shares 2,390 Est. Cost $111.00 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $263 Shares 1,587 Est. Cost $138.87 Unrealized
LINDE PLC 0.0%
Value ($000) $262 Shares 820 Est. Cost $289.02 Unrealized
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $257 Shares 14,462 Est. Cost $9.63 Unrealized +71.8%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $257 Shares 1,700 Est. Cost $58.37 Unrealized +121.1%
EMXC ISHARES INC 0.0%
Value ($000) $253 Shares 4,350 Est. Cost $59.46 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $251 Shares 1,450 Est. Cost $114.44 Unrealized +77.1%
LXFR LUXFER HOLDINGS PLC 0.0%
Value ($000) $249 Shares 14,800 Est. Cost $15.90 Unrealized +11.4%
HANESBRANDS INC 0.0%
Value ($000) $249 Shares 16,740 Est. Cost $20.76 Unrealized
BA BOEING CO 0.0%
Value ($000) $246 Shares 1,285 Est. Cost $201.15 Unrealized -0.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $241 Shares 3,138 Est. Cost $49.17 Unrealized +52.7%
IAU ISHARES GOLD TR 0.0%
Value ($000) $239 Shares 6,500 Est. Cost $33.71 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $223 Shares 505 Est. Cost $365.10 Unrealized 0.0%
EXI ISHARES TR 0.0%
Value ($000) $221 Shares 1,900 Est. Cost $106.84 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $221 Shares 4,410 Est. Cost $37.55 Unrealized +36.3%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $219 Shares 3,500 Est. Cost $64.86 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $219 Shares 2,575 Est. Cost $66.91 Unrealized 0.0%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $216 Shares 3,400 Est. Cost $59.94 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $215 Shares 1,600 Est. Cost $115.71 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $210 Shares 5,700 Est. Cost $30.87 Unrealized +13.1%
CLX CLOROX CO DEL 0.0%
Value ($000) $209 Shares 1,500 Est. Cost $64.48 Unrealized +109.0%
UGI UGI CORP NEW 0.0%
Value ($000) $208 Shares 5,750 Est. Cost $38.65 Unrealized +3.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $207 Shares 1,893 Est. Cost $119.38 Unrealized 0.0%
LMNR LIMONEIRA CO 0.0%
Value ($000) $206 Shares 14,050 Est. Cost $14.22 Unrealized -5.0%
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value ($000) $205 Shares 2,000 Est. Cost $109.75 Unrealized
RUSHB RUSH ENTERPRISES INC 0.0%
Value ($000) $205 Shares 4,250 Est. Cost $26.40 Unrealized +18.6%
ABT ABBOTT LABS 0.0%
Value ($000) $203 Shares 1,716 Est. Cost $113.48 Unrealized +1.7%
QUAL ISHARES TR 0.0%
Value ($000) $202 Shares 1,500 Est. Cost $145.33 Unrealized
DRIVE SHACK INC 0.0%
Value ($000) $137 Shares 88,850 Est. Cost $1.54 Unrealized
BOXED INC 0.0%
Value ($000) $121 Shares 11,940 Est. Cost $13.74 Unrealized
TTI TETRA TECHNOLOGIES INC DEL 0.0%
Value ($000) $115 Shares 28,000 Est. Cost $1.19 Unrealized +169.5%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $114 Shares 13,000 Est. Cost $8.80 Unrealized
SELF GLOBAL SELF STORAGE INC 0.0%
Value ($000) $78 Shares 14,000 Est. Cost $5.71 Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $52 Shares 20,262 Est. Cost $1.78 Unrealized 0.0%
SALM SALEM MEDIA GROUP INC 0.0%
Value ($000) $39 Shares 11,400 Est. Cost $1.01 Unrealized +238.4%