Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 8, 2025

Total Value ($000): $285,002 (100.0% shares, 0.0% debt)

Holdings (213)

AAPL APPLE INC COM 5.9%
Value ($000) $16,884 Shares 76,008 Est. Cost $91.25 Unrealized +152.9%
NVDA NVIDIA CORPORATION COM 5.8%
Value ($000) $16,557 Shares 152,766 Est. Cost $92.24 Unrealized +37.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.3%
Value ($000) $9,277 Shares 33,755 Est. Cost $164.83 Unrealized
MSFT MICROSOFT CORP COM 3.1%
Value ($000) $8,915 Shares 23,748 Est. Cost $98.93 Unrealized +309.5%
ABBV ABBVIE INC COM 2.2%
Value ($000) $6,375 Shares 30,428 Est. Cost $58.62 Unrealized +223.1%
JPM JPMORGAN CHASE & CO. COM 2.1%
Value ($000) $6,106 Shares 24,890 Est. Cost $71.78 Unrealized +249.5%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $5,757 Shares 34,716 Est. Cost $81.33 Unrealized +87.4%
PG PROCTER AND GAMBLE CO COM 1.9%
Value ($000) $5,525 Shares 32,422 Est. Cost $65.83 Unrealized +149.1%
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $5,395 Shares 45,359 Est. Cost $56.58 Unrealized +89.5%
AMZN AMAZON COM INC COM 1.9%
Value ($000) $5,331 Shares 28,019 Est. Cost $126.66 Unrealized +71.3%
SPY SPDR S&P 500 ETF TRUST 1.7%
Value ($000) $4,928 Shares 8,810 Est. Cost $404.43 Unrealized
HD HOME DEPOT INC COM 1.6%
Value ($000) $4,451 Shares 12,146 Est. Cost $172.19 Unrealized +121.1%
COST COSTCO WHSL CORP NEW COM 1.5%
Value ($000) $4,387 Shares 4,638 Est. Cost $254.09 Unrealized +282.0%
IVV ISHARES CORE S&P 500 ETF 1.5%
Value ($000) $4,278 Shares 7,613 Est. Cost $370.22 Unrealized
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $4,031 Shares 24,093 Est. Cost $71.16 Unrealized +111.5%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.4%
Value ($000) $3,966 Shares 33,754 Est. Cost $105.19 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.4%
Value ($000) $3,890 Shares 10,774 Est. Cost $91.53 Unrealized
PEP PEPSICO INC COM 1.3%
Value ($000) $3,604 Shares 24,038 Est. Cost $78.71 Unrealized +82.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $3,589 Shares 6,739 Est. Cost $186.56 Unrealized +160.6%
TJX TJX COS INC NEW COM 1.2%
Value ($000) $3,451 Shares 28,331 Est. Cost $39.98 Unrealized +200.4%
META META PLATFORMS INC CL A 1.2%
Value ($000) $3,387 Shares 5,877 Est. Cost $172.10 Unrealized +273.8%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $3,263 Shares 20,888 Est. Cost $113.16 Unrealized +61.2%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.1%
Value ($000) $3,114 Shares 20,626 Est. Cost $115.44 Unrealized
ABT ABBOTT LABS COM 1.0%
Value ($000) $2,746 Shares 20,702 Est. Cost $44.52 Unrealized +181.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.9%
Value ($000) $2,635 Shares 10,313 Est. Cost $175.49 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.9%
Value ($000) $2,612 Shares 28,133 Est. Cost $76.24 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.9%
Value ($000) $2,609 Shares 8,540 Est. Cost $50.78 Unrealized +481.7%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.9%
Value ($000) $2,596 Shares 20,611 Est. Cost $80.03 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.9%
Value ($000) $2,444 Shares 23,922 Est. Cost $58.06 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $2,314 Shares 12,299 Est. Cost $103.27 Unrealized
VTV VANGUARD VALUE ETF 0.8%
Value ($000) $2,193 Shares 12,696 Est. Cost $82.32 Unrealized
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $2,134 Shares 26,109 Est. Cost $66.98 Unrealized
MCD MCDONALDS CORP COM 0.7%
Value ($000) $2,029 Shares 6,494 Est. Cost $134.13 Unrealized +118.4%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,972 Shares 19,979 Est. Cost $93.98 Unrealized +13.1%
PFE PFIZER INC COM 0.7%
Value ($000) $1,946 Shares 76,803 Est. Cost $24.35 Unrealized +1.5%
CRM SALESFORCE INC COM 0.7%
Value ($000) $1,909 Shares 7,115 Est. Cost $170.81 Unrealized +80.9%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $1,893 Shares 12,240 Est. Cost $112.31 Unrealized +60.9%
V VISA INC COM CL A 0.6%
Value ($000) $1,817 Shares 5,185 Est. Cost $169.32 Unrealized +98.6%
GE GE AEROSPACE COM NEW 0.6%
Value ($000) $1,779 Shares 8,888 Est. Cost $66.68 Unrealized +193.5%
T AT&T INC COM 0.6%
Value ($000) $1,773 Shares 62,694 Est. Cost $15.05 Unrealized +61.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $1,772 Shares 40,545 Est. Cost $42.63 Unrealized
NFLX NETFLIX INC COM 0.6%
Value ($000) $1,771 Shares 1,899 Est. Cost $38.03 Unrealized +150.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $1,743 Shares 7,008 Est. Cost $114.68 Unrealized +108.8%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $1,740 Shares 5,276 Est. Cost $95.90 Unrealized +267.0%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,726 Shares 3,680 Est. Cost $297.26 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,716 Shares 10,640 Est. Cost $64.94 Unrealized
WMT WALMART INC COM 0.6%
Value ($000) $1,693 Shares 19,283 Est. Cost $47.38 Unrealized +96.2%
HUM HUMANA INC COM 0.6%
Value ($000) $1,671 Shares 6,315 Est. Cost $243.33 Unrealized +9.6%
CMI CUMMINS INC COM 0.6%
Value ($000) $1,632 Shares 5,205 Est. Cost $267.66 Unrealized +29.3%
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $1,623 Shares 38,898 Est. Cost $26.48 Unrealized +64.7%
LLY ELI LILLY & CO COM 0.6%
Value ($000) $1,584 Shares 1,918 Est. Cost $144.45 Unrealized +472.3%
ORCL ORACLE CORP COM 0.5%
Value ($000) $1,564 Shares 11,184 Est. Cost $39.76 Unrealized +306.4%
RTX RTX CORPORATION COM 0.5%
Value ($000) $1,521 Shares 11,485 Est. Cost $62.01 Unrealized +101.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,519 Shares 15,929 Est. Cost $102.82 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.5%
Value ($000) $1,476 Shares 21,601 Est. Cost $42.25 Unrealized
KO COCA COLA CO COM 0.5%
Value ($000) $1,460 Shares 20,383 Est. Cost $33.18 Unrealized +95.8%
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,436 Shares 15,995 Est. Cost $56.16 Unrealized +60.5%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.5%
Value ($000) $1,388 Shares 27,140 Est. Cost $34.47 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.5%
Value ($000) $1,377 Shares 22,700 Est. Cost $55.40 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,365 Shares 5,776 Est. Cost $130.51 Unrealized +80.5%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,351 Shares 21,887 Est. Cost $32.58 Unrealized +84.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.5%
Value ($000) $1,337 Shares 15,711 Est. Cost $82.71 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,316 Shares 10,793 Est. Cost $62.00 Unrealized +78.3%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.4%
Value ($000) $1,282 Shares 15,898 Est. Cost $57.65 Unrealized
BP BP PLC SPONSORED ADR 0.4%
Value ($000) $1,247 Shares 36,892 Est. Cost $34.95 Unrealized
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $1,207 Shares 8,314 Est. Cost $54.86 Unrealized +203.8%
RWR SPDR DOW JONES REIT ETF 0.4%
Value ($000) $1,206 Shares 12,169 Est. Cost $90.51 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,190 Shares 26,228 Est. Cost $34.32 Unrealized +15.4%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $1,181 Shares 2,154 Est. Cost $168.03 Unrealized +222.6%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,149 Shares 4,272 Est. Cost $78.69 Unrealized +271.7%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $1,134 Shares 3,248 Est. Cost $238.20 Unrealized +46.1%
BA BOEING CO COM 0.4%
Value ($000) $1,100 Shares 6,450 Est. Cost $191.34 Unrealized -9.5%
BF/B BROWN FORMAN CORP CL B 0.4%
Value ($000) $1,091 Shares 32,136 Est. Cost $45.44 Unrealized -27.9%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,023 Shares 27,717 Est. Cost $33.93 Unrealized +3.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.4%
Value ($000) $1,013 Shares 707 Est. Cost $51.34 Unrealized +69.4%
BLK BLACKROCK INC COM 0.4%
Value ($000) $1,012 Shares 1,070 Est. Cost $840.24 Unrealized +14.5%
NET CLOUDFLARE INC CL A COM 0.3%
Value ($000) $997 Shares 8,847 Est. Cost $95.06 Unrealized +39.5%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $993 Shares 4,005 Est. Cost $118.99 Unrealized +110.7%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $991 Shares 5,641 Est. Cost $60.94 Unrealized +200.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $990 Shares 16,238 Est. Cost $42.16 Unrealized +31.6%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $981 Shares 13,838 Est. Cost $56.27 Unrealized +22.0%
INTC INTEL CORP COM 0.3%
Value ($000) $948 Shares 41,746 Est. Cost $31.13 Unrealized -29.7%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $944 Shares 11,781 Est. Cost $34.50 Unrealized +136.5%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $890 Shares 5,609 Est. Cost $59.91 Unrealized +128.7%
KR KROGER CO COM 0.3%
Value ($000) $880 Shares 12,997 Est. Cost $27.74 Unrealized +124.5%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $862 Shares 4,320 Est. Cost $203.49 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $799 Shares 9,599 Est. Cost $92.89 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $798 Shares 1 Est. Cost $431815.88 Unrealized +68.9%
PH PARKER-HANNIFIN CORP COM 0.3%
Value ($000) $790 Shares 1,300 Est. Cost $425.32 Unrealized +52.5%
VOE VANGUARD MID-CAP VALUE ETF 0.3%
Value ($000) $772 Shares 4,806 Est. Cost $85.96 Unrealized
GEV GE VERNOVA INC COM 0.3%
Value ($000) $756 Shares 2,477 Est. Cost $158.10 Unrealized +120.2%
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $726 Shares 6,538 Est. Cost $114.60 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $722 Shares 6,916 Est. Cost $81.58 Unrealized +47.4%
TSLA TESLA INC COM 0.2%
Value ($000) $703 Shares 2,714 Est. Cost $244.63 Unrealized +36.2%
MMM 3M CO COM 0.2%
Value ($000) $699 Shares 4,757 Est. Cost $105.93 Unrealized +36.5%
BF/A BROWN FORMAN CORP CL A 0.2%
Value ($000) $681 Shares 20,351 Est. Cost $26.87 Unrealized +21.4%
OGN ORGANON & CO COMMON STOCK 0.2%
Value ($000) $679 Shares 45,581 Est. Cost $17.25 Unrealized -12.4%
REAVES UTIL INCOME FD COM SH BEN INT 0.2%
Value ($000) $677 Shares 20,800 Est. Cost $31.44 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.2%
Value ($000) $657 Shares 25,704 Est. Cost $26.04 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.2%
Value ($000) $652 Shares 8,313 Est. Cost $85.83 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.2%
Value ($000) $651 Shares 2,176 Est. Cost $198.58 Unrealized +44.8%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $639 Shares 3,481 Est. Cost $122.13 Unrealized +45.6%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $620 Shares 1,184 Est. Cost $267.91 Unrealized +86.4%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value ($000) $589 Shares 10,473 Est. Cost $44.88 Unrealized
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $589 Shares 2,872 Est. Cost $189.41 Unrealized +14.6%
CHDN CHURCHILL DOWNS INC COM 0.2%
Value ($000) $586 Shares 5,278 Est. Cost $99.37 Unrealized +19.8%
SO SOUTHERN CO COM 0.2%
Value ($000) $568 Shares 6,177 Est. Cost $35.37 Unrealized +137.9%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $567 Shares 5,785 Est. Cost $86.25 Unrealized +17.1%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $563 Shares 1,953 Est. Cost $140.45 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $563 Shares 12,432 Est. Cost $42.35 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $562 Shares 8,092 Est. Cost $94.51 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $553 Shares 5,243 Est. Cost $107.51 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $550 Shares 8,427 Est. Cost $65.25 Unrealized +19.1%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $536 Shares 3,489 Est. Cost $51.21 Unrealized +211.8%
DOV DOVER CORP COM 0.2%
Value ($000) $532 Shares 3,030 Est. Cost $48.95 Unrealized +288.8%
RPM RPM INTL INC COM 0.2%
Value ($000) $532 Shares 4,600 Est. Cost $88.51 Unrealized +37.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $530 Shares 6,710 Est. Cost $78.35 Unrealized
WAT WATERS CORP COM 0.2%
Value ($000) $524 Shares 1,422 Est. Cost $99.58 Unrealized +288.8%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.2%
Value ($000) $513 Shares 6,182 Est. Cost $92.39 Unrealized
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $511 Shares 6,160 Est. Cost $55.85 Unrealized +44.4%
PARAMOUNT GLOBAL CLASS B COM 0.2%
Value ($000) $508 Shares 42,442 Est. Cost $21.32 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $505 Shares 2,652 Est. Cost $121.68 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $500 Shares 1,768 Est. Cost $177.79 Unrealized +38.0%
F FORD MTR CO COM 0.2%
Value ($000) $500 Shares 49,857 Est. Cost $8.46 Unrealized +9.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $499 Shares 2,917 Est. Cost $156.88 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $491 Shares 8,177 Est. Cost $33.06 Unrealized +54.3%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $488 Shares 6,803 Est. Cost $34.88 Unrealized +111.3%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $483 Shares 11,429 Est. Cost $30.85 Unrealized +43.3%
FAST FASTENAL CO COM 0.2%
Value ($000) $471 Shares 6,077 Est. Cost $33.66 Unrealized +9.5%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $469 Shares 6,464 Est. Cost $61.67 Unrealized +16.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $453 Shares 915 Est. Cost $386.00 Unrealized +43.3%
UI UBIQUITI INC COM 0.2%
Value ($000) $453 Shares 1,460 Est. Cost $194.26 Unrealized +82.0%
FQAL FIDELITY QUALITY FACTOR ETF 0.2%
Value ($000) $451 Shares 7,026 Est. Cost $51.29 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.2%
Value ($000) $449 Shares 2,223 Est. Cost $130.16 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $427 Shares 38,190 Est. Cost $34.39 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $425 Shares 2,454 Est. Cost $164.88 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $412 Shares 4,879 Est. Cost $62.50 Unrealized +40.5%
PZZA PAPA JOHNS INTL INC COM 0.1%
Value ($000) $409 Shares 9,962 Est. Cost $54.06 Unrealized -24.8%
SYBT STOCK YDS BANCORP INC COM 0.1%
Value ($000) $405 Shares 5,867 Est. Cost $40.78 Unrealized +76.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $403 Shares 609 Est. Cost $737.08 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $403 Shares 2,000 Est. Cost $93.81 Unrealized +132.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $396 Shares 4,231 Est. Cost $70.58 Unrealized
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $396 Shares 4,301 Est. Cost $87.57 Unrealized
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $395 Shares 941 Est. Cost $141.94 Unrealized +205.9%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $392 Shares 3,500 Est. Cost $58.15 Unrealized +72.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $386 Shares 1,310 Est. Cost $61.55 Unrealized +388.1%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $384 Shares 5,858 Est. Cost $64.40 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $380 Shares 1,239 Est. Cost $212.13 Unrealized
GSST GOLDMAN SACHS ULTRA SHORT BOND ETF 0.1%
Value ($000) $379 Shares 7,500 Est. Cost $50.21 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $378 Shares 4,297 Est. Cost $87.25 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $375 Shares 10,987 Est. Cost $21.98 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $373 Shares 3,305 Est. Cost $78.87 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $372 Shares 3,392 Est. Cost $54.84 Unrealized +116.6%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $372 Shares 13,025 Est. Cost $10.67 Unrealized +150.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $360 Shares 1,542 Est. Cost $165.34 Unrealized +46.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $358 Shares 2,550 Est. Cost $112.61 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $357 Shares 9,440 Est. Cost $30.63 Unrealized +23.4%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $355 Shares 4,842 Est. Cost $54.86 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $349 Shares 1,650 Est. Cost $139.71 Unrealized +42.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $349 Shares 4,922 Est. Cost $48.94 Unrealized +52.3%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $340 Shares 2,305 Est. Cost $67.52 Unrealized +103.9%
SITM SITIME CORP COM 0.1%
Value ($000) $337 Shares 2,205 Est. Cost $110.35 Unrealized +73.9%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $336 Shares 5,639 Est. Cost $60.32 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $331 Shares 4,893 Est. Cost $55.60 Unrealized +4.3%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $331 Shares 2,661 Est. Cost $135.78 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $329 Shares 1,358 Est. Cost $144.85 Unrealized +60.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $317 Shares 2,651 Est. Cost $104.96 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $314 Shares 6,177 Est. Cost $50.17 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $305 Shares 3,474 Est. Cost $74.36 Unrealized 0.0%
SYY SYSCO CORP COM 0.1%
Value ($000) $289 Shares 3,857 Est. Cost $68.04 Unrealized +4.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $284 Shares 1,711 Est. Cost $185.49 Unrealized
OTTR OTTER TAIL CORP COM 0.1%
Value ($000) $281 Shares 3,491 Est. Cost $77.16 Unrealized -0.3%
RLI RLI CORP COM 0.1%
Value ($000) $278 Shares 3,457 Est. Cost $75.78 Unrealized -3.5%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $277 Shares 6,009 Est. Cost $46.08 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $274 Shares 550 Est. Cost $349.83 Unrealized +54.3%
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $274 Shares 13,527 Est. Cost $22.26 Unrealized -14.3%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $272 Shares 530 Est. Cost $478.00 Unrealized -1.7%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $263 Shares 10,500 Est. Cost $41.63 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $261 Shares 5,272 Est. Cost $35.98 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $261 Shares 1,200 Est. Cost $208.35 Unrealized -9.0%
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $259 Shares 6,405 Est. Cost $28.54 Unrealized +41.0%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $259 Shares 2,350 Est. Cost $100.62 Unrealized +12.0%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.1%
Value ($000) $253 Shares 3,646 Est. Cost $68.74 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $253 Shares 4,429 Est. Cost $55.01 Unrealized
GGG GRACO INC COM 0.1%
Value ($000) $251 Shares 3,000 Est. Cost $63.99 Unrealized +30.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $244 Shares 450 Est. Cost $524.54 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $242 Shares 443 Est. Cost $423.71 Unrealized +39.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $240 Shares 1,164 Est. Cost $173.89 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $233 Shares 3,865 Est. Cost $61.04 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $231 Shares 2,110 Est. Cost $86.36 Unrealized +30.4%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $223 Shares 5,690 Est. Cost $32.47 Unrealized +25.3%
INTU INTUIT COM 0.1%
Value ($000) $223 Shares 363 Est. Cost $614.19 Unrealized -2.7%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $222 Shares 2,373 Est. Cost $81.33 Unrealized +8.0%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $222 Shares 2,511 Est. Cost $81.99 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $220 Shares 429 Est. Cost $500.13 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $220 Shares 1,692 Est. Cost $125.67 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $219 Shares 1,305 Est. Cost $184.32 Unrealized +13.8%
BX BLACKSTONE INC COM 0.1%
Value ($000) $215 Shares 1,535 Est. Cost $136.31 Unrealized +16.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $214 Shares 2,386 Est. Cost $87.41 Unrealized 0.0%
MTBA SIMPLIFY MBS ETF 0.1%
Value ($000) $211 Shares 4,200 Est. Cost $50.14 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $211 Shares 775 Est. Cost $269.68 Unrealized +14.4%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $210 Shares 213 Est. Cost $959.81 Unrealized +6.9%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $210 Shares 1,335 Est. Cost $141.64 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $210 Shares 3,092 Est. Cost $59.75 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $206 Shares 2,007 Est. Cost $164.79 Unrealized -32.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $206 Shares 2,719 Est. Cost $75.64 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $205 Shares 2,048 Est. Cost $99.99 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $203 Shares 1,929 Est. Cost $96.79 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $202 Shares 3,735 Est. Cost $53.97 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $200 Shares 3,615 Est. Cost $54.00 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $192 Shares 10,625 Est. Cost $22.65 Unrealized -1.6%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $59 Shares 15,091 Est. Cost $3.82 Unrealized +30.4%
AXTI AXT INC COM 0.0%
Value ($000) $28 Shares 19,575 Est. Cost $2.27 Unrealized -15.8%