Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 5, 2023

Total Value ($000): $203,504 (100.0% shares, 0.0% debt)

Holdings (172)

AAPL APPLE INC COM 4.9%
Value ($000) $10,041 Shares 77,282 Est. Cost $87.99 Unrealized +59.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.1%
Value ($000) $6,240 Shares 32,639 Est. Cost $154.70 Unrealized
JNJ JOHNSON & JOHNSON COM 2.8%
Value ($000) $5,667 Shares 32,081 Est. Cost $75.03 Unrealized +109.3%
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $5,363 Shares 22,364 Est. Cost $75.49 Unrealized +210.1%
PG PROCTER AND GAMBLE CO COM 2.5%
Value ($000) $5,164 Shares 34,074 Est. Cost $64.98 Unrealized +99.8%
ABBV ABBVIE INC COM 2.4%
Value ($000) $4,839 Shares 29,939 Est. Cost $54.88 Unrealized +150.0%
XOM EXXON MOBIL CORP COM 2.3%
Value ($000) $4,734 Shares 42,919 Est. Cost $53.31 Unrealized +80.6%
CVX CHEVRON CORP NEW COM 2.3%
Value ($000) $4,611 Shares 25,689 Est. Cost $68.74 Unrealized +122.9%
HUM HUMANA INC COM 2.0%
Value ($000) $4,139 Shares 8,081 Est. Cost $235.35 Unrealized +115.8%
PEP PEPSICO INC COM 2.0%
Value ($000) $4,102 Shares 22,706 Est. Cost $71.82 Unrealized +124.0%
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $3,503 Shares 26,124 Est. Cost $71.78 Unrealized +63.9%
PFE PFIZER INC COM 1.7%
Value ($000) $3,402 Shares 66,403 Est. Cost $23.57 Unrealized +70.5%
HD HOME DEPOT INC COM 1.6%
Value ($000) $3,216 Shares 10,182 Est. Cost $145.22 Unrealized +93.6%
VTV VANGUARD VALUE ETF 1.5%
Value ($000) $2,957 Shares 21,068 Est. Cost $82.32 Unrealized
NVDA NVIDIA CORPORATION COM 1.3%
Value ($000) $2,699 Shares 18,465 Est. Cost $16.97 Unrealized -13.7%
IVW ISHARES S&P 500 GROWTH ETF 1.3%
Value ($000) $2,680 Shares 45,814 Est. Cost $76.24 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.2%
Value ($000) $2,490 Shares 29,789 Est. Cost $106.63 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.2%
Value ($000) $2,459 Shares 27,323 Est. Cost $57.41 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.2%
Value ($000) $2,447 Shares 23,234 Est. Cost $79.72 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $2,377 Shares 11,095 Est. Cost $91.53 Unrealized
BF/B BROWN FORMAN CORP CL B 1.1%
Value ($000) $2,319 Shares 35,311 Est. Cost $44.65 Unrealized +42.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.1%
Value ($000) $2,262 Shares 16,310 Est. Cost $108.63 Unrealized
TJX TJX COS INC NEW COM 1.1%
Value ($000) $2,228 Shares 27,984 Est. Cost $37.10 Unrealized +90.6%
ABT ABBOTT LABS COM 1.1%
Value ($000) $2,156 Shares 19,635 Est. Cost $40.39 Unrealized +141.7%
AMZN AMAZON COM INC COM 1.0%
Value ($000) $2,043 Shares 24,318 Est. Cost $122.32 Unrealized -19.2%
ADP AUTOMATIC DATA PROCESSING INC COM 1.0%
Value ($000) $2,032 Shares 8,506 Est. Cost $50.78 Unrealized +350.9%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $2,031 Shares 5,287 Est. Cost $267.97 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 1.0%
Value ($000) $2,016 Shares 13,292 Est. Cost $103.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $2,013 Shares 6,518 Est. Cost $178.62 Unrealized +66.3%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $1,988 Shares 4,354 Est. Cost $171.38 Unrealized +173.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $1,937 Shares 9,028 Est. Cost $166.16 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $1,814 Shares 27,642 Est. Cost $66.66 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.9%
Value ($000) $1,809 Shares 28,271 Est. Cost $41.53 Unrealized
CAT CATERPILLAR INC COM 0.9%
Value ($000) $1,791 Shares 7,475 Est. Cost $94.03 Unrealized +119.7%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $1,761 Shares 4,606 Est. Cost $354.54 Unrealized
DIS DISNEY WALT CO COM 0.8%
Value ($000) $1,703 Shares 19,606 Est. Cost $93.95 Unrealized -0.5%
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,695 Shares 15,274 Est. Cost $50.14 Unrealized +85.1%
VOE VANGUARD MID-CAP VALUE ETF 0.8%
Value ($000) $1,640 Shares 12,126 Est. Cost $85.96 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.8%
Value ($000) $1,623 Shares 43,433 Est. Cost $56.57 Unrealized
KO COCA COLA CO COM 0.7%
Value ($000) $1,523 Shares 23,949 Est. Cost $32.37 Unrealized +69.7%
BP BP PLC SPONSORED ADR 0.7%
Value ($000) $1,519 Shares 43,475 Est. Cost $34.79 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $1,492 Shares 16,814 Est. Cost $108.52 Unrealized -12.7%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,488 Shares 5,645 Est. Cost $100.27 Unrealized +144.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.7%
Value ($000) $1,464 Shares 21,442 Est. Cost $92.89 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value ($000) $1,462 Shares 14,490 Est. Cost $62.01 Unrealized +41.3%
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.7%
Value ($000) $1,450 Shares 32,361 Est. Cost $33.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $1,447 Shares 20,106 Est. Cost $41.83 Unrealized +55.9%
T AT&T INC COM 0.7%
Value ($000) $1,443 Shares 78,373 Est. Cost $15.04 Unrealized +0.5%
BF/A BROWN FORMAN CORP CL A 0.7%
Value ($000) $1,338 Shares 20,351 Est. Cost $26.87 Unrealized +138.5%
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $1,255 Shares 37,885 Est. Cost $24.76 Unrealized +28.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $1,229 Shares 32,415 Est. Cost $43.44 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,218 Shares 12,885 Est. Cost $56.65 Unrealized
RWR SPDR DOW JONES REIT ETF 0.6%
Value ($000) $1,212 Shares 13,905 Est. Cost $90.63 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $1,201 Shares 16,790 Est. Cost $55.28 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $1,194 Shares 11,591 Est. Cost $57.70 Unrealized +47.0%
V VISA INC COM CL A 0.6%
Value ($000) $1,152 Shares 5,545 Est. Cost $162.50 Unrealized +21.2%
TGT TARGET CORP COM 0.6%
Value ($000) $1,122 Shares 7,526 Est. Cost $80.72 Unrealized +74.6%
INTC INTEL CORP COM 0.5%
Value ($000) $1,081 Shares 40,910 Est. Cost $31.57 Unrealized -15.6%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,079 Shares 2,036 Est. Cost $261.01 Unrealized +91.7%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $1,020 Shares 6,457 Est. Cost $60.94 Unrealized +128.5%
WMT WALMART INC COM 0.5%
Value ($000) $1,011 Shares 7,132 Est. Cost $28.32 Unrealized +61.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.5%
Value ($000) $987 Shares 10,310 Est. Cost $107.75 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.5%
Value ($000) $984 Shares 13,253 Est. Cost $85.83 Unrealized
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $976 Shares 9,171 Est. Cost $116.74 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $976 Shares 11,674 Est. Cost $55.76 Unrealized +32.4%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $969 Shares 27,699 Est. Cost $32.44 Unrealized -7.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $965 Shares 6,851 Est. Cost $109.75 Unrealized +12.1%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $948 Shares 19,898 Est. Cost $31.11 Unrealized +33.3%
F FORD MTR CO DEL COM 0.5%
Value ($000) $946 Shares 81,307 Est. Cost $8.34 Unrealized +20.7%
ORCL ORACLE CORP COM 0.5%
Value ($000) $930 Shares 11,382 Est. Cost $39.76 Unrealized +84.1%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $930 Shares 10,540 Est. Cost $107.30 Unrealized -12.1%
DG DOLLAR GEN CORP NEW COM 0.5%
Value ($000) $922 Shares 3,745 Est. Cost $155.81 Unrealized +49.6%
UNP UNION PAC CORP COM 0.4%
Value ($000) $892 Shares 4,309 Est. Cost $101.92 Unrealized +86.6%
MMM 3M CO COM 0.4%
Value ($000) $877 Shares 7,315 Est. Cost $105.93 Unrealized -14.4%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $858 Shares 9,206 Est. Cost $55.53 Unrealized +54.8%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $849 Shares 2,320 Est. Cost $73.70 Unrealized +369.2%
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $837 Shares 12,415 Est. Cost $82.47 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.4%
Value ($000) $818 Shares 16,318 Est. Cost $53.90 Unrealized
GLD SPDR GOLD SHARES 0.4%
Value ($000) $806 Shares 4,750 Est. Cost $139.23 Unrealized
CRM SALESFORCE INC COM 0.4%
Value ($000) $785 Shares 5,920 Est. Cost $158.18 Unrealized -8.9%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $778 Shares 7,690 Est. Cost $59.91 Unrealized +35.7%
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $775 Shares 2,920 Est. Cost $180.64 Unrealized +26.3%
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $766 Shares 3,306 Est. Cost $119.27 Unrealized +89.6%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $757 Shares 3,438 Est. Cost $73.87 Unrealized +167.4%
BA BOEING CO COM 0.4%
Value ($000) $742 Shares 3,896 Est. Cost $200.39 Unrealized -18.4%
JCI JOHNSON CTLS INTL PLC SHS 0.4%
Value ($000) $740 Shares 11,557 Est. Cost $34.14 Unrealized +69.0%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $739 Shares 7,586 Est. Cost $39.42 Unrealized +136.6%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $731 Shares 2,102 Est. Cost $168.03 Unrealized +92.5%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.4%
Value ($000) $731 Shares 10,114 Est. Cost $92.39 Unrealized
SYBT STOCK YDS BANCORP INC COM 0.4%
Value ($000) $722 Shares 11,106 Est. Cost $38.08 Unrealized +87.8%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $712 Shares 18,083 Est. Cost $35.14 Unrealized -12.5%
GE GENERAL ELECTRIC CO COM NEW 0.3%
Value ($000) $680 Shares 8,115 Est. Cost $62.53 Unrealized -22.6%
BLACKROCK INC COM 0.3%
Value ($000) $678 Shares 957 Est. Cost $496.21 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.3%
Value ($000) $653 Shares 27,215 Est. Cost $27.83 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $647 Shares 2,430 Est. Cost $244.84 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $646 Shares 2,720 Est. Cost $236.55 Unrealized -5.0%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $643 Shares 4,353 Est. Cost $78.69 Unrealized +80.9%
META META PLATFORMS INC CL A 0.3%
Value ($000) $636 Shares 5,288 Est. Cost $163.07 Unrealized -28.5%
REAVES UTIL INCOME FD COM SH BEN INT 0.3%
Value ($000) $626 Shares 22,143 Est. Cost $33.51 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $613 Shares 5,575 Est. Cost $49.54 Unrealized +119.7%
SO SOUTHERN CO COM 0.3%
Value ($000) $601 Shares 8,413 Est. Cost $33.94 Unrealized +75.7%
KR KROGER CO COM 0.3%
Value ($000) $577 Shares 12,950 Est. Cost $27.34 Unrealized +56.8%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $544 Shares 3,122 Est. Cost $200.79 Unrealized
PZZA PAPA JOHNS INTL INC COM 0.3%
Value ($000) $518 Shares 6,293 Est. Cost $61.15 Unrealized +14.3%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $512 Shares 5,334 Est. Cost $54.84 Unrealized +54.1%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $501 Shares 2,336 Est. Cost $133.79 Unrealized +33.6%
CHDN CHURCHILL DOWNS INC COM 0.2%
Value ($000) $496 Shares 2,344 Est. Cost $54.00 Unrealized +92.7%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $491 Shares 11,250 Est. Cost $29.43 Unrealized +24.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $488 Shares 887 Est. Cost $336.38 Unrealized +56.1%
WAT WATERS CORP COM 0.2%
Value ($000) $484 Shares 1,412 Est. Cost $99.58 Unrealized +217.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $469 Shares 1 Est. Cost $431815.88 Unrealized +3.9%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $468 Shares 5,739 Est. Cost $49.71 Unrealized +34.1%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $453 Shares 3,123 Est. Cost $120.81 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $450 Shares 825 Est. Cost $299.82 Unrealized +65.2%
DOW DOW INC COM 0.2%
Value ($000) $450 Shares 8,923 Est. Cost $47.12 Unrealized -14.0%
RPM RPM INTL INC COM 0.2%
Value ($000) $448 Shares 4,600 Est. Cost $88.40 Unrealized +9.7%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $446 Shares 9,761 Est. Cost $31.60 Unrealized +10.9%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $441 Shares 5,913 Est. Cost $60.72 Unrealized +26.9%
NFLX NETFLIX INC COM 0.2%
Value ($000) $439 Shares 1,490 Est. Cost $38.17 Unrealized -26.5%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $416 Shares 1,350 Est. Cost $61.55 Unrealized +321.6%
PARAMOUNT GLOBAL CLASS B COM 0.2%
Value ($000) $410 Shares 24,264 Est. Cost $30.15 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $403 Shares 16,690 Est. Cost $21.98 Unrealized
DOV DOVER CORP COM 0.2%
Value ($000) $395 Shares 2,916 Est. Cost $45.15 Unrealized +183.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $390 Shares 5,186 Est. Cost $79.56 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $390 Shares 2,243 Est. Cost $91.90 Unrealized +61.1%
CMI CUMMINS INC COM 0.2%
Value ($000) $388 Shares 1,600 Est. Cost $131.98 Unrealized +67.3%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $382 Shares 937 Est. Cost $141.94 Unrealized +173.5%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value ($000) $345 Shares 11,101 Est. Cost $42.91 Unrealized
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $342 Shares 1,220 Est. Cost $155.36 Unrealized +65.1%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $341 Shares 404 Est. Cost $36.20 Unrealized +48.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.2%
Value ($000) $337 Shares 13,450 Est. Cost $25.10 Unrealized -19.9%
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $326 Shares 3,277 Est. Cost $88.37 Unrealized -1.9%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.2%
Value ($000) $322 Shares 11,120 Est. Cost $18.81 Unrealized +28.0%
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $314 Shares 6,950 Est. Cost $97.41 Unrealized -49.2%
TSLA TESLA INC COM 0.2%
Value ($000) $312 Shares 2,532 Est. Cost $247.91 Unrealized -23.6%
SYY SYSCO CORP COM 0.2%
Value ($000) $308 Shares 4,024 Est. Cost $67.92 Unrealized +8.8%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.2%
Value ($000) $307 Shares 4,995 Est. Cost $64.41 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $293 Shares 3,410 Est. Cost $58.15 Unrealized +21.8%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $291 Shares 6,431 Est. Cost $54.31 Unrealized -25.3%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $290 Shares 1,985 Est. Cost $119.29 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $288 Shares 7,582 Est. Cost $28.02 Unrealized +19.5%
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $286 Shares 4,576 Est. Cost $72.03 Unrealized -2.1%
LOW LOWES COS INC COM 0.1%
Value ($000) $279 Shares 1,401 Est. Cost $158.02 Unrealized +19.1%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $278 Shares 5,519 Est. Cost $60.32 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $278 Shares 3,235 Est. Cost $66.42 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $276 Shares 4,842 Est. Cost $54.86 Unrealized
UBS AG FI ENHANCED GLOBAL HIGH YIELD ETN 0.1%
Value ($000) $270 Shares 1,277 Est. Cost $183.24 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $264 Shares 2,100 Est. Cost $86.36 Unrealized +32.6%
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $263 Shares 6,405 Est. Cost $32.93 Unrealized +13.4%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $257 Shares 1,222 Est. Cost $211.81 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $257 Shares 749 Est. Cost $284.21 Unrealized +13.1%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $256 Shares 4,221 Est. Cost $49.24 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $252 Shares 1,860 Est. Cost $135.34 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $244 Shares 2,388 Est. Cost $67.52 Unrealized +40.5%
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $241 Shares 2,000 Est. Cost $93.81 Unrealized +11.2%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $241 Shares 976 Est. Cost $180.19 Unrealized +22.3%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $237 Shares 2,196 Est. Cost $139.12 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $235 Shares 1,834 Est. Cost $114.06 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $231 Shares 5,603 Est. Cost $31.89 Unrealized +28.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $227 Shares 6,073 Est. Cost $35.71 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $225 Shares 3,121 Est. Cost $64.12 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $222 Shares 9,250 Est. Cost $21.98 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $221 Shares 12,244 Est. Cost $10.16 Unrealized +49.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $215 Shares 2,889 Est. Cost $106.97 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $207 Shares 5,300 Est. Cost $38.98 Unrealized
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $206 Shares 401 Est. Cost $484.45 Unrealized 0.0%
CSX CSX CORP COM 0.1%
Value ($000) $205 Shares 6,605 Est. Cost $28.73 Unrealized 0.0%
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $203 Shares 2,694 Est. Cost $75.47 Unrealized
GGG GRACO INC COM 0.1%
Value ($000) $202 Shares 3,000 Est. Cost $63.99 Unrealized 0.0%
BIG 5 SPORTING GOODS CORP COM 0.1%
Value ($000) $132 Shares 15,000 Est. Cost $10.59 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $53 Shares 29,700 Est. Cost $4.55 Unrealized
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $15 Shares 11,086 Est. Cost $1.92 Unrealized