COMPASS CAPITAL CORP /MA/ /ADV Diversified Active

CIK: 0000749763 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value ($000): $212,200 (100.0% shares, 0.0% debt)

Holdings (176)

MSFT MICROSOFT CORP 3.8%
Value ($000) $7,978 Shares 17,314 Est. Cost $422.35 Unrealized +2.4%
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $6,970 Shares 42,120 Est. Cost $135.83 Unrealized -7.4%
AAPL APPLE INC 3.2%
Value ($000) $6,818 Shares 31,496 Est. Cost $234.51 Unrealized -14.1%
MTBA SIMPLIFY EXCHANGE TRADED FUN 3.1%
Value ($000) $6,514 Shares 129,870 Est. Cost $49.69 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 2.8%
Value ($000) $5,997 Shares 17,966 Est. Cost $382.68 Unrealized
AMZN AMAZON COM INC 2.6%
Value ($000) $5,518 Shares 26,265 Est. Cost $204.50 Unrealized -3.2%
PLTR PALANTIR TECHNOLOGIES INC 2.5%
Value ($000) $5,382 Shares 36,943 Est. Cost $58.25 Unrealized +101.4%
SEIE SEI EXCHANGE TRADED FUNDS 2.5%
Value ($000) $5,308 Shares 178,825 Est. Cost $23.87 Unrealized
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $5,156 Shares 8,527 Est. Cost $577.69 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 2.4%
Value ($000) $5,087 Shares 213,540 Est. Cost $24.44 Unrealized
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $3,786 Shares 12,416 Est. Cost $292.37 Unrealized
VUG VANGUARD INDEX FDS 1.7%
Value ($000) $3,685 Shares 8,228 Est. Cost $413.56 Unrealized
META META PLATFORMS INC 1.7%
Value ($000) $3,658 Shares 5,706 Est. Cost $590.54 Unrealized +4.4%
NFLX NETFLIX INC 1.6%
Value ($000) $3,313 Shares 2,871 Est. Cost $89.82 Unrealized +25.9%
GOOGL ALPHABET INC 1.5%
Value ($000) $3,201 Shares 18,142 Est. Cost $174.14 Unrealized -6.2%
SPYG SPDR SERIES TRUST 1.4%
Value ($000) $3,032 Shares 30,480 Est. Cost $87.90 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,683 Shares 23,200 Est. Cost $112.36 Unrealized -7.0%
IBIT ISHARES BITCOIN TRUST ETF 1.2%
Value ($000) $2,592 Shares 37,877 Est. Cost $54.28 Unrealized
CRPT FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $2,526 Shares 108,604 Est. Cost $18.19 Unrealized
HWM HOWMET AEROSPACE INC 1.2%
Value ($000) $2,491 Shares 18,992 Est. Cost $109.18 Unrealized +40.7%
MUB ISHARES TR 1.2%
Value ($000) $2,470 Shares 23,441 Est. Cost $106.26 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $2,461 Shares 4,652 Est. Cost $518.08 Unrealized
GSC GOLDMAN SACHS ETF TR 1.2%
Value ($000) $2,456 Shares 51,996 Est. Cost $53.26 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $2,421 Shares 37,882 Est. Cost $59.14 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $2,409 Shares 2,467 Est. Cost $924.49 Unrealized +7.2%
VT VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $2,405 Shares 21,436 Est. Cost $110.95 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.1%
Value ($000) $2,316 Shares 52,092 Est. Cost $35.48 Unrealized
GOOG ALPHABET INC 1.1%
Value ($000) $2,287 Shares 12,317 Est. Cost $175.67 Unrealized -6.2%
LLY ELI LILLY & CO 1.0%
Value ($000) $2,158 Shares 2,772 Est. Cost $817.75 Unrealized -5.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $2,125 Shares 4,749 Est. Cost $461.73 Unrealized +10.0%
CEG CONSTELLATION ENERGY CORP 1.0%
Value ($000) $2,118 Shares 9,072 Est. Cost $248.33 Unrealized +6.2%
SEEM SEI EXCHANGE TRADED FUNDS 1.0%
Value ($000) $2,098 Shares 74,853 Est. Cost $28.03 Unrealized
SEIS SEI EXCHANGE TRADED FUNDS 1.0%
Value ($000) $2,019 Shares 77,835 Est. Cost $25.61 Unrealized
WMT WALMART INC 0.9%
Value ($000) $1,974 Shares 20,445 Est. Cost $85.90 Unrealized +10.3%
ETHA ISHARES ETHEREUM TR 0.9%
Value ($000) $1,955 Shares 59,894 Est. Cost $26.26 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.9%
Value ($000) $1,886 Shares 46,689 Est. Cost $38.00 Unrealized
COF CAPITAL ONE FINL CORP 0.9%
Value ($000) $1,850 Shares 10,109 Est. Cost $171.90 Unrealized +7.6%
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $1,794 Shares 31,031 Est. Cost $47.82 Unrealized
IDEV ISHARES TR 0.8%
Value ($000) $1,786 Shares 25,204 Est. Cost $66.60 Unrealized
ZS ZSCALER INC 0.7%
Value ($000) $1,584 Shares 7,837 Est. Cost $193.96 Unrealized +28.5%
USMV ISHARES TR 0.7%
Value ($000) $1,580 Shares 17,047 Est. Cost $88.79 Unrealized
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $1,558 Shares 21,221 Est. Cost $71.45 Unrealized +15.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $1,521 Shares 2,671 Est. Cost $568.09 Unrealized
LRCX LAM RESEARCH CORP 0.7%
Value ($000) $1,481 Shares 19,837 Est. Cost $74.98 Unrealized +5.2%
TSLA TESLA INC 0.7%
Value ($000) $1,477 Shares 4,365 Est. Cost $316.56 Unrealized -4.8%
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,419 Shares 28,789 Est. Cost $50.65 Unrealized
VB VANGUARD INDEX FDS 0.6%
Value ($000) $1,369 Shares 5,847 Est. Cost $241.82 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,360 Shares 10,324 Est. Cost $140.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,276 Shares 26,748 Est. Cost $44.24 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $1,254 Shares 50,072 Est. Cost $25.11 Unrealized -11.0%
SEIM SEI EXCHANGE TRADED FUNDS 0.6%
Value ($000) $1,248 Shares 28,582 Est. Cost $38.61 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $1,224 Shares 6,893 Est. Cost $172.78 Unrealized
NDAQ NASDAQ INC 0.6%
Value ($000) $1,222 Shares 15,995 Est. Cost $76.24 Unrealized +3.8%
AMLP ALPS ETF TR 0.6%
Value ($000) $1,198 Shares 24,549 Est. Cost $48.62 Unrealized
SEIV SEI EXCHANGE TRADED FUNDS 0.6%
Value ($000) $1,194 Shares 32,709 Est. Cost $33.12 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,170 Shares 15,918 Est. Cost $72.44 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,125 Shares 37,827 Est. Cost $30.59 Unrealized
SCHV SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,125 Shares 40,298 Est. Cost $26.07 Unrealized
VAW VANGUARD WORLD FD 0.5%
Value ($000) $1,110 Shares 5,906 Est. Cost $198.33 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,082 Shares 5,888 Est. Cost $181.80 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,059 Shares 6,760 Est. Cost $165.60 Unrealized -2.9%
NOW SERVICENOW INC 0.5%
Value ($000) $1,053 Shares 1,329 Est. Cost $202.47 Unrealized -6.8%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $962 Shares 1,919 Est. Cost $525.64 Unrealized -0.5%
DE DEERE & CO 0.4%
Value ($000) $945 Shares 1,857 Est. Cost $413.99 Unrealized +17.1%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $943 Shares 37,406 Est. Cost $23.18 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $927 Shares 1,634 Est. Cost $514.68 Unrealized +7.1%
DELL DELL TECHNOLOGIES INC 0.4%
Value ($000) $924 Shares 9,970 Est. Cost $123.15 Unrealized -17.7%
HD HOME DEPOT INC 0.4%
Value ($000) $916 Shares 2,444 Est. Cost $397.26 Unrealized -10.4%
SOFI SOFI TECHNOLOGIES INC 0.4%
Value ($000) $851 Shares 40,790 Est. Cost $13.18 Unrealized +0.1%
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $829 Shares 2,910 Est. Cost $258.76 Unrealized
SPIB SPDR SERIES TRUST 0.4%
Value ($000) $805 Shares 24,199 Est. Cost $32.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $793 Shares 18,848 Est. Cost $41.16 Unrealized +1.6%
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $793 Shares 26,025 Est. Cost $27.87 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $767 Shares 2,531 Est. Cost $290.22 Unrealized +4.6%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $754 Shares 2,597 Est. Cost $228.83 Unrealized +10.4%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $738 Shares 2,770 Est. Cost $277.70 Unrealized
SHYG ISHARES TR 0.3%
Value ($000) $697 Shares 16,251 Est. Cost $42.92 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $697 Shares 3,164 Est. Cost $190.37 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $682 Shares 8,520 Est. Cost $98.70 Unrealized -21.6%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $649 Shares 2,035 Est. Cost $286.77 Unrealized -2.6%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $636 Shares 3,195 Est. Cost $203.52 Unrealized
TKO TKO GROUP HOLDINGS INC 0.3%
Value ($000) $628 Shares 3,585 Est. Cost $130.82 Unrealized +21.6%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $628 Shares 2,549 Est. Cost $237.17 Unrealized +8.6%
CAT CATERPILLAR INC 0.3%
Value ($000) $613 Shares 1,504 Est. Cost $367.12 Unrealized -9.9%
TDIV FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $608 Shares 6,665 Est. Cost $66.83 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.3%
Value ($000) $579 Shares 26,531 Est. Cost $21.22 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $569 Shares 2,492 Est. Cost $211.39 Unrealized +8.6%
DFSI DIMENSIONAL ETF TRUST 0.3%
Value ($000) $564 Shares 14,211 Est. Cost $32.85 Unrealized
SBAR SIMPLIFY EXCHANGE TRADED FUN 0.3%
Value ($000) $559 Shares 21,320 Est. Cost $26.20 Unrealized
HLAL LISTED FDS TR 0.3%
Value ($000) $557 Shares 9,955 Est. Cost $52.74 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $549 Shares 1,799 Est. Cost $193.93 Unrealized +11.3%
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $538 Shares 10,904 Est. Cost $49.05 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.2%
Value ($000) $525 Shares 41,001 Est. Cost $10.19 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $524 Shares 2,634 Est. Cost $223.32 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $523 Shares 4,972 Est. Cost $102.31 Unrealized -14.0%
ADBE ADOBE INC 0.2%
Value ($000) $515 Shares 1,450 Est. Cost $494.19 Unrealized -22.0%
KO COCA COLA CO 0.2%
Value ($000) $512 Shares 7,344 Est. Cost $64.42 Unrealized +8.3%
ORCL ORACLE CORP 0.2%
Value ($000) $510 Shares 2,019 Est. Cost $160.80 Unrealized 0.0%
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $495 Shares 10,919 Est. Cost $43.64 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $488 Shares 7,958 Est. Cost $52.22 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $487 Shares 2,915 Est. Cost $163.22 Unrealized
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $485 Shares 9,651 Est. Cost $48.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $485 Shares 1,936 Est. Cost $226.65 Unrealized +12.0%
ARKQ ARK ETF TR 0.2%
Value ($000) $471 Shares 6,151 Est. Cost $76.52 Unrealized
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $458 Shares 26,910 Est. Cost $20.79 Unrealized
V VISA INC 0.2%
Value ($000) $452 Shares 1,351 Est. Cost $298.33 Unrealized +16.3%
MCK MCKESSON CORP 0.2%
Value ($000) $452 Shares 634 Est. Cost $557.26 Unrealized +26.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $451 Shares 2,462 Est. Cost $204.66 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $444 Shares 4,353 Est. Cost $100.89 Unrealized 0.0%
PWR QUANTA SVCS INC 0.2%
Value ($000) $438 Shares 1,142 Est. Cost $321.10 Unrealized -0.1%
SPHY SPDR SERIES TRUST 0.2%
Value ($000) $420 Shares 17,756 Est. Cost $23.48 Unrealized
CDX SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $415 Shares 17,896 Est. Cost $23.17 Unrealized
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $415 Shares 17,798 Est. Cost $23.02 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $412 Shares 15,995 Est. Cost $25.86 Unrealized
CTAS CINTAS CORP 0.2%
Value ($000) $397 Shares 1,776 Est. Cost $208.34 Unrealized +2.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $397 Shares 2,370 Est. Cost $121.22 Unrealized +38.1%
TWLO TWILIO INC 0.2%
Value ($000) $395 Shares 3,395 Est. Cost $106.33 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $392 Shares 5,152 Est. Cost $74.39 Unrealized -9.5%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $389 Shares 1,893 Est. Cost $201.40 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $386 Shares 4,162 Est. Cost $92.69 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $385 Shares 14,960 Est. Cost $20.14 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $379 Shares 17,196 Est. Cost $19.38 Unrealized +3.0%
WRB BERKLEY W R CORP 0.2%
Value ($000) $379 Shares 5,441 Est. Cost $58.21 Unrealized +20.2%
IEFA ISHARES TR 0.2%
Value ($000) $377 Shares 4,475 Est. Cost $70.28 Unrealized
DFSB DIMENSIONAL ETF TRUST 0.2%
Value ($000) $354 Shares 6,733 Est. Cost $50.94 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $349 Shares 1,423 Est. Cost $223.42 Unrealized +8.1%
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $344 Shares 12,867 Est. Cost $25.89 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $342 Shares 2,589 Est. Cost $117.75 Unrealized +6.9%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $337 Shares 1,984 Est. Cost $169.45 Unrealized -5.5%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $336 Shares 785 Est. Cost $393.16 Unrealized -0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $328 Shares 711 Est. Cost $543.49 Unrealized -23.3%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $326 Shares 4,380 Est. Cost $71.07 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.1%
Value ($000) $310 Shares 8,697 Est. Cost $28.02 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $309 Shares 2,012 Est. Cost $145.50 Unrealized -5.8%
PSX PHILLIPS 66 0.1%
Value ($000) $309 Shares 2,389 Est. Cost $122.03 Unrealized -10.3%
AZO AUTOZONE INC 0.1%
Value ($000) $306 Shares 82 Est. Cost $3166.27 Unrealized +16.4%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $306 Shares 1,197 Est. Cost $245.41 Unrealized +6.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $304 Shares 1,751 Est. Cost $149.59 Unrealized +0.8%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $303 Shares 7,141 Est. Cost $40.92 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $302 Shares 13,078 Est. Cost $20.72 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $297 Shares 1,065 Est. Cost $283.84 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $295 Shares 6,417 Est. Cost $47.57 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $291 Shares 5,015 Est. Cost $65.45 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $291 Shares 1,513 Est. Cost $156.69 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $290 Shares 414 Est. Cost $621.80 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $280 Shares 1,800 Est. Cost $138.25 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $271 Shares 3,541 Est. Cost $76.52 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $269 Shares 2,019 Est. Cost $128.02 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $256 Shares 4,675 Est. Cost $60.27 Unrealized -15.6%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $254 Shares 800 Est. Cost $262.99 Unrealized +5.2%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $254 Shares 3,194 Est. Cost $78.01 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $251 Shares 3,855 Est. Cost $48.90 Unrealized +14.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $250 Shares 3,466 Est. Cost $74.40 Unrealized -8.5%
DFSE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $244 Shares 6,247 Est. Cost $32.30 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $241 Shares 332 Est. Cost $628.26 Unrealized 0.0%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $241 Shares 3,464 Est. Cost $66.50 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $241 Shares 508 Est. Cost $527.20 Unrealized -12.9%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $240 Shares 4,586 Est. Cost $50.77 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $238 Shares 2,305 Est. Cost $91.18 Unrealized 0.0%
PFIX SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $233 Shares 4,318 Est. Cost $54.08 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $225 Shares 590 Est. Cost $358.58 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $225 Shares 4,595 Est. Cost $50.02 Unrealized
FID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $225 Shares 11,413 Est. Cost $16.28 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $224 Shares 2,395 Est. Cost $87.61 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $221 Shares 1,159 Est. Cost $177.41 Unrealized +3.0%
EMLC VANECK ETF TRUST 0.1%
Value ($000) $221 Shares 8,787 Est. Cost $23.13 Unrealized
HUBS HUBSPOT INC 0.1%
Value ($000) $220 Shares 392 Est. Cost $659.57 Unrealized -11.2%
EOG EOG RES INC 0.1%
Value ($000) $220 Shares 1,895 Est. Cost $123.15 Unrealized -9.0%
HYG ISHARES TR 0.1%
Value ($000) $219 Shares 2,732 Est. Cost $78.67 Unrealized
NUKZ EXCHANGE TRADED CONCEPTS TRU 0.1%
Value ($000) $216 Shares 3,615 Est. Cost $59.80 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $215 Shares 233 Est. Cost $748.55 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $215 Shares 371 Est. Cost $486.10 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $213 Shares 2,473 Est. Cost $94.10 Unrealized 0.0%
ACWV ISHARES INC 0.1%
Value ($000) $210 Shares 1,781 Est. Cost $112.88 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $209 Shares 3,177 Est. Cost $65.85 Unrealized
F FORD MTR CO 0.1%
Value ($000) $204 Shares 18,395 Est. Cost $9.87 Unrealized -0.0%