Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 21, 2023

Total Value ($000): $216,942 (100.0% shares, 0.0% debt)

Holdings (175)

AAPL APPLE INC COM 5.8%
Value ($000) $12,631 Shares 76,600 Est. Cost $87.99 Unrealized +65.4%
MSFT MICROSOFT CORP COM 3.0%
Value ($000) $6,596 Shares 22,879 Est. Cost $79.41 Unrealized +214.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.0%
Value ($000) $6,575 Shares 32,212 Est. Cost $154.70 Unrealized
NVDA NVIDIA CORPORATION COM 2.4%
Value ($000) $5,199 Shares 18,716 Est. Cost $17.04 Unrealized +26.9%
PG PROCTER AND GAMBLE CO COM 2.4%
Value ($000) $5,131 Shares 34,505 Est. Cost $65.83 Unrealized +102.3%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $5,045 Shares 32,550 Est. Cost $76.08 Unrealized +94.4%
ABBV ABBVIE INC COM 2.2%
Value ($000) $4,792 Shares 30,070 Est. Cost $54.88 Unrealized +151.7%
XOM EXXON MOBIL CORP COM 2.2%
Value ($000) $4,721 Shares 43,047 Est. Cost $53.31 Unrealized +87.9%
CVX CHEVRON CORP NEW COM 1.9%
Value ($000) $4,215 Shares 25,835 Est. Cost $68.74 Unrealized +115.9%
PEP PEPSICO INC COM 1.9%
Value ($000) $4,159 Shares 22,814 Est. Cost $71.82 Unrealized +121.0%
HUM HUMANA INC COM 1.8%
Value ($000) $3,935 Shares 8,106 Est. Cost $235.35 Unrealized +103.3%
JPM JPMORGAN CHASE & CO COM 1.6%
Value ($000) $3,427 Shares 26,297 Est. Cost $71.78 Unrealized +78.5%
HD HOME DEPOT INC COM 1.5%
Value ($000) $3,170 Shares 10,740 Est. Cost $152.46 Unrealized +86.7%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.4%
Value ($000) $2,978 Shares 32,712 Est. Cost $105.24 Unrealized
VTV VANGUARD VALUE ETF 1.3%
Value ($000) $2,892 Shares 20,940 Est. Cost $82.32 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.3%
Value ($000) $2,879 Shares 45,056 Est. Cost $76.24 Unrealized
PFE PFIZER INC COM 1.3%
Value ($000) $2,819 Shares 69,087 Est. Cost $24.07 Unrealized +51.8%
AMZN AMAZON COM INC COM 1.2%
Value ($000) $2,703 Shares 26,172 Est. Cost $120.50 Unrealized -19.8%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.2%
Value ($000) $2,677 Shares 19,534 Est. Cost $113.32 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $2,656 Shares 10,870 Est. Cost $91.53 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.2%
Value ($000) $2,519 Shares 27,604 Est. Cost $57.75 Unrealized
BF/B BROWN FORMAN CORP CL B 1.1%
Value ($000) $2,283 Shares 35,515 Est. Cost $44.65 Unrealized +36.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $2,256 Shares 9,946 Est. Cost $171.76 Unrealized
TJX TJX COS INC NEW COM 1.0%
Value ($000) $2,208 Shares 28,184 Est. Cost $37.10 Unrealized +103.9%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $2,188 Shares 4,404 Est. Cost $174.78 Unrealized +169.6%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $2,178 Shares 5,319 Est. Cost $361.89 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $2,168 Shares 5,275 Est. Cost $267.97 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.0%
Value ($000) $2,162 Shares 20,360 Est. Cost $79.72 Unrealized
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $2,117 Shares 29,602 Est. Cost $66.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $2,045 Shares 6,624 Est. Cost $180.70 Unrealized +70.5%
ABT ABBOTT LABS COM 0.9%
Value ($000) $2,004 Shares 19,796 Est. Cost $40.39 Unrealized +147.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.9%
Value ($000) $1,933 Shares 12,695 Est. Cost $103.27 Unrealized
DIS DISNEY WALT CO COM 0.9%
Value ($000) $1,925 Shares 19,221 Est. Cost $93.95 Unrealized +4.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.9%
Value ($000) $1,894 Shares 8,506 Est. Cost $50.78 Unrealized +316.4%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $1,891 Shares 18,182 Est. Cost $107.57 Unrealized -10.9%
CAT CATERPILLAR INC COM 0.8%
Value ($000) $1,734 Shares 7,579 Est. Cost $95.90 Unrealized +140.4%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.8%
Value ($000) $1,715 Shares 27,908 Est. Cost $41.53 Unrealized
BP BP PLC SPONSORED ADR 0.8%
Value ($000) $1,649 Shares 43,475 Est. Cost $34.79 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,647 Shares 15,480 Est. Cost $50.79 Unrealized +94.3%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,630 Shares 5,830 Est. Cost $105.04 Unrealized +138.5%
VOE VANGUARD MID-CAP VALUE ETF 0.7%
Value ($000) $1,622 Shares 12,098 Est. Cost $85.96 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.7%
Value ($000) $1,581 Shares 45,723 Est. Cost $55.47 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,536 Shares 38,929 Est. Cost $42.77 Unrealized
T AT&T INC COM 0.7%
Value ($000) $1,533 Shares 79,612 Est. Cost $15.06 Unrealized +8.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.7%
Value ($000) $1,498 Shares 20,948 Est. Cost $92.89 Unrealized
KO COCA COLA CO COM 0.7%
Value ($000) $1,484 Shares 23,921 Est. Cost $32.37 Unrealized +71.2%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.7%
Value ($000) $1,447 Shares 12,696 Est. Cost $56.65 Unrealized
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.7%
Value ($000) $1,432 Shares 31,707 Est. Cost $33.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $1,406 Shares 20,290 Est. Cost $41.83 Unrealized +47.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $1,391 Shares 14,199 Est. Cost $62.01 Unrealized +48.8%
INTC INTEL CORP COM 0.6%
Value ($000) $1,389 Shares 42,526 Est. Cost $31.41 Unrealized -12.4%
BF/A BROWN FORMAN CORP CL A 0.6%
Value ($000) $1,327 Shares 20,351 Est. Cost $26.87 Unrealized +127.8%
RWR SPDR DOW JONES REIT ETF 0.6%
Value ($000) $1,316 Shares 14,826 Est. Cost $90.51 Unrealized
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $1,288 Shares 45,040 Est. Cost $25.68 Unrealized +19.0%
TGT TARGET CORP COM 0.6%
Value ($000) $1,256 Shares 7,583 Est. Cost $80.72 Unrealized +84.1%
V VISA INC COM CL A 0.6%
Value ($000) $1,245 Shares 5,520 Est. Cost $162.50 Unrealized +34.1%
CRM SALESFORCE INC COM 0.6%
Value ($000) $1,237 Shares 6,193 Est. Cost $158.56 Unrealized +5.2%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $1,212 Shares 17,135 Est. Cost $55.59 Unrealized
META META PLATFORMS INC CL A 0.6%
Value ($000) $1,196 Shares 5,644 Est. Cost $163.45 Unrealized +3.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,131 Shares 11,728 Est. Cost $58.06 Unrealized +51.9%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,120 Shares 10,800 Est. Cost $107.01 Unrealized -11.0%
F FORD MTR CO DEL COM 0.5%
Value ($000) $1,061 Shares 84,190 Est. Cost $8.41 Unrealized +21.4%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,060 Shares 20,280 Est. Cost $31.36 Unrealized +43.0%
ORCL ORACLE CORP COM 0.5%
Value ($000) $1,058 Shares 11,382 Est. Cost $39.76 Unrealized +113.3%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,056 Shares 27,853 Est. Cost $32.44 Unrealized +6.8%
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,051 Shares 5,224 Est. Cost $117.24 Unrealized +61.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,025 Shares 10,346 Est. Cost $107.75 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,025 Shares 26,363 Est. Cost $34.37 Unrealized -4.9%
WMT WALMART INC COM 0.5%
Value ($000) $1,024 Shares 6,945 Est. Cost $28.32 Unrealized +61.7%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.5%
Value ($000) $1,007 Shares 13,218 Est. Cost $85.83 Unrealized
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $997 Shares 9,046 Est. Cost $116.74 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $962 Shares 2,036 Est. Cost $261.01 Unrealized +75.2%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $956 Shares 7,786 Est. Cost $41.28 Unrealized +171.1%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $934 Shares 3,838 Est. Cost $88.86 Unrealized +145.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $908 Shares 6,929 Est. Cost $109.87 Unrealized +9.9%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $896 Shares 11,630 Est. Cost $55.76 Unrealized +26.7%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $895 Shares 4,886 Est. Cost $140.45 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.4%
Value ($000) $854 Shares 15,964 Est. Cost $53.90 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $853 Shares 12,205 Est. Cost $82.47 Unrealized
BA BOEING CO COM 0.4%
Value ($000) $852 Shares 4,012 Est. Cost $200.60 Unrealized +3.6%
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $824 Shares 6,484 Est. Cost $60.94 Unrealized +120.9%
QQQ INVESCO QQQ TRUST 0.4%
Value ($000) $822 Shares 2,560 Est. Cost $248.71 Unrealized
DG DOLLAR GEN CORP NEW COM 0.4%
Value ($000) $809 Shares 3,845 Est. Cost $157.27 Unrealized +34.9%
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $805 Shares 3,195 Est. Cost $184.38 Unrealized +21.5%
GE GENERAL ELECTRIC CO COM NEW 0.4%
Value ($000) $787 Shares 8,237 Est. Cost $62.58 Unrealized +5.3%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $764 Shares 2,102 Est. Cost $168.03 Unrealized +112.7%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $753 Shares 7,742 Est. Cost $59.91 Unrealized +45.2%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $747 Shares 3,306 Est. Cost $119.27 Unrealized +76.9%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.3%
Value ($000) $745 Shares 10,103 Est. Cost $92.39 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $740 Shares 7,042 Est. Cost $105.93 Unrealized -19.9%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $735 Shares 3,270 Est. Cost $234.27 Unrealized -4.8%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $718 Shares 4,353 Est. Cost $78.69 Unrealized +103.3%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $706 Shares 11,717 Est. Cost $34.50 Unrealized +76.0%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $693 Shares 5,434 Est. Cost $49.54 Unrealized +135.0%
SYBT STOCK YDS BANCORP INC COM 0.3%
Value ($000) $684 Shares 12,406 Est. Cost $40.21 Unrealized +45.2%
BLACKROCK INC COM 0.3%
Value ($000) $670 Shares 1,001 Est. Cost $503.81 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.3%
Value ($000) $667 Shares 27,340 Est. Cost $27.83 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $639 Shares 12,949 Est. Cost $27.34 Unrealized +56.9%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $636 Shares 13,563 Est. Cost $49.03 Unrealized -9.7%
REAVES UTIL INCOME FD COM SH BEN INT 0.3%
Value ($000) $631 Shares 22,251 Est. Cost $33.51 Unrealized
NFLX NETFLIX INC COM 0.3%
Value ($000) $627 Shares 1,815 Est. Cost $37.26 Unrealized -11.2%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $611 Shares 8,224 Est. Cost $55.53 Unrealized +35.4%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $604 Shares 1,760 Est. Cost $73.70 Unrealized +347.6%
CHDN CHURCHILL DOWNS INC COM 0.3%
Value ($000) $601 Shares 2,339 Est. Cost $54.00 Unrealized +121.2%
SO SOUTHERN CO COM 0.3%
Value ($000) $589 Shares 8,466 Est. Cost $33.94 Unrealized +78.8%
PARAMOUNT GLOBAL CLASS B COM 0.3%
Value ($000) $577 Shares 25,850 Est. Cost $29.67 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $551 Shares 3,087 Est. Cost $200.79 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $545 Shares 2,629 Est. Cost $245.20 Unrealized -28.9%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $512 Shares 5,423 Est. Cost $49.71 Unrealized +61.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $511 Shares 887 Est. Cost $336.38 Unrealized +66.1%
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $489 Shares 1,620 Est. Cost $181.35 Unrealized +43.7%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $489 Shares 5,913 Est. Cost $60.72 Unrealized +29.5%
PZZA PAPA JOHNS INTL INC COM 0.2%
Value ($000) $472 Shares 6,295 Est. Cost $61.15 Unrealized +23.8%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $469 Shares 937 Est. Cost $141.94 Unrealized +237.1%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $466 Shares 5,352 Est. Cost $54.84 Unrealized +50.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $466 Shares 1 Est. Cost $431815.88 Unrealized +8.1%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $465 Shares 2,396 Est. Cost $96.13 Unrealized +64.5%
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $456 Shares 7,400 Est. Cost $94.81 Unrealized -42.3%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $448 Shares 2,343 Est. Cost $133.79 Unrealized +32.0%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $448 Shares 2,951 Est. Cost $120.81 Unrealized
DOV DOVER CORP COM 0.2%
Value ($000) $443 Shares 2,916 Est. Cost $45.15 Unrealized +213.9%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $441 Shares 9,891 Est. Cost $31.66 Unrealized +14.6%
WAT WATERS CORP COM 0.2%
Value ($000) $437 Shares 1,412 Est. Cost $99.58 Unrealized +224.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $432 Shares 16,690 Est. Cost $21.98 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $406 Shares 1,700 Est. Cost $137.62 Unrealized +65.6%
RPM RPM INTL INC COM 0.2%
Value ($000) $401 Shares 4,600 Est. Cost $88.40 Unrealized -0.9%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value ($000) $398 Shares 10,887 Est. Cost $42.91 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $392 Shares 5,146 Est. Cost $79.56 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $388 Shares 1,350 Est. Cost $61.55 Unrealized +338.9%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $387 Shares 10,739 Est. Cost $29.43 Unrealized +31.2%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $381 Shares 825 Est. Cost $299.82 Unrealized +47.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $330 Shares 389 Est. Cost $36.20 Unrealized +51.3%
SYY SYSCO CORP COM 0.1%
Value ($000) $325 Shares 4,208 Est. Cost $68.04 Unrealized +3.9%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $322 Shares 7,866 Est. Cost $28.45 Unrealized +40.5%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.1%
Value ($000) $311 Shares 10,865 Est. Cost $18.81 Unrealized +40.7%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $310 Shares 5,080 Est. Cost $64.35 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $302 Shares 5,522 Est. Cost $54.60 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $297 Shares 13,523 Est. Cost $25.10 Unrealized -17.4%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $297 Shares 1,864 Est. Cost $135.34 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $289 Shares 5,561 Est. Cost $60.32 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $284 Shares 2,000 Est. Cost $93.81 Unrealized +32.1%
LOW LOWES COS INC COM 0.1%
Value ($000) $284 Shares 1,419 Est. Cost $158.45 Unrealized +21.3%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $283 Shares 3,410 Est. Cost $58.15 Unrealized +28.4%
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $282 Shares 4,827 Est. Cost $71.55 Unrealized -12.1%
PPG PPG INDS INC COM 0.1%
Value ($000) $281 Shares 2,100 Est. Cost $86.36 Unrealized +40.2%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $280 Shares 3,228 Est. Cost $66.42 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $279 Shares 4,842 Est. Cost $54.86 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $277 Shares 1,992 Est. Cost $119.29 Unrealized
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $277 Shares 7,682 Est. Cost $32.51 Unrealized 0.0%
UBS AG FI ENHANCED GLOBAL HIGH YIELD ETN 0.1%
Value ($000) $276 Shares 1,277 Est. Cost $183.24 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $275 Shares 1,222 Est. Cost $211.81 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $274 Shares 4,198 Est. Cost $49.24 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $268 Shares 2,388 Est. Cost $67.52 Unrealized +56.2%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $267 Shares 2,876 Est. Cost $106.97 Unrealized
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $260 Shares 11,060 Est. Cost $23.27 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $247 Shares 3,390 Est. Cost $64.80 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $245 Shares 749 Est. Cost $284.21 Unrealized +13.9%
DOW DOW INC COM 0.1%
Value ($000) $243 Shares 4,426 Est. Cost $47.12 Unrealized +0.4%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $242 Shares 1,835 Est. Cost $114.06 Unrealized +6.7%
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $239 Shares 9,200 Est. Cost $21.98 Unrealized +18.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $238 Shares 2,160 Est. Cost $139.12 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $232 Shares 6,091 Est. Cost $35.71 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $225 Shares 12,837 Est. Cost $10.39 Unrealized +46.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $225 Shares 5,563 Est. Cost $39.05 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $221 Shares 5,905 Est. Cost $32.33 Unrealized +25.2%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $220 Shares 2,240 Est. Cost $81.38 Unrealized 0.0%
GGG GRACO INC COM 0.1%
Value ($000) $219 Shares 3,000 Est. Cost $63.99 Unrealized +4.5%
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $211 Shares 6,405 Est. Cost $32.93 Unrealized +7.1%
KLIC KULICKE & SOFFA INDS INC COM 0.1%
Value ($000) $211 Shares 4,000 Est. Cost $49.35 Unrealized 0.0%
FQAL FIDELITY QUALITY FACTOR ETF 0.1%
Value ($000) $208 Shares 4,384 Est. Cost $47.45 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $207 Shares 976 Est. Cost $180.19 Unrealized +20.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $205 Shares 301 Est. Cost $680.71 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $102 Shares 29,700 Est. Cost $4.55 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $101 Shares 38,121 Est. Cost $4.03 Unrealized 0.0%
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $25 Shares 11,086 Est. Cost $1.92 Unrealized