Arlington Partners LLC Diversified Active

CIK: 0001389848 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 26, 2023

Total Value ($000): $648,244 (100.0% shares, 0.0% debt)

Holdings (600)

iShares iBonds Dec 2023 Term Tr ETF 46.8%
Value ($000) $303,478 Shares 12,232,086 Est. Cost $24.71 Unrealized
VEA Vanguard FTSE Developed Markets ETF 6.7%
Value ($000) $43,212 Shares 935,736 Est. Cost $50.56 Unrealized
VYM Vanguard High Dividend Yield Index ETF 6.4%
Value ($000) $41,706 Shares 393,189 Est. Cost $82.13 Unrealized
VIG Vanguard Dividend Appreciation ETF 3.7%
Value ($000) $24,185 Shares 148,893 Est. Cost $122.72 Unrealized
VYMI Vanguard International High Dividend Yield Index ETF 2.6%
Value ($000) $16,545 Shares 261,793 Est. Cost $62.45 Unrealized
MSFT Microsoft Corp 1.9%
Value ($000) $12,118 Shares 35,586 Est. Cost $219.85 Unrealized +39.7%
BRK/B Berkshire Hathaway Inc B 1.8%
Value ($000) $11,632 Shares 34,110 Est. Cost $238.96 Unrealized +36.6%
AAPL Apple Inc 1.7%
Value ($000) $11,188 Shares 57,679 Est. Cost $121.78 Unrealized +41.3%
SMDV ProShares Russell 2000 Dividend Growers ETF 1.2%
Value ($000) $7,466 Shares 126,244 Est. Cost $51.98 Unrealized
IVE iShares S&P 500 Value ETF 1.0%
Value ($000) $6,272 Shares 38,910 Est. Cost $134.34 Unrealized
IJR iShares Core S&P Small-Cap 0.8%
Value ($000) $5,292 Shares 53,105 Est. Cost $99.65 Unrealized
GOOGL Alphabet Inc. Stock Class A 0.7%
Value ($000) $4,262 Shares 35,602 Est. Cost $106.98 Unrealized +6.8%
ORCL Oracle Corp 0.6%
Value ($000) $4,192 Shares 35,199 Est. Cost $53.21 Unrealized +88.7%
RTX Raytheon Technologies Corp 0.6%
Value ($000) $3,837 Shares 39,174 Est. Cost $59.88 Unrealized +54.1%
DIS Disney Walt Co 0.6%
Value ($000) $3,701 Shares 41,449 Est. Cost $126.98 Unrealized -27.1%
V Visa Inc Class A Shares 0.6%
Value ($000) $3,686 Shares 15,522 Est. Cost $206.15 Unrealized +8.9%
Unilever Plc Sponsored ADR 0.6%
Value ($000) $3,617 Shares 69,380 Est. Cost $55.50 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $3,553 Shares 11,439 Est. Cost $276.86 Unrealized -0.2%
VOOV Vanguard S&P 500 Value ETF 0.5%
Value ($000) $3,377 Shares 21,691 Est. Cost $93.49 Unrealized
BIL SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF 0.5%
Value ($000) $3,288 Shares 35,809 Est. Cost $91.49 Unrealized
IEFA iShares Core MSCI EAFE 0.5%
Value ($000) $3,019 Shares 44,731 Est. Cost $67.50 Unrealized
AMZN Amazon.com Inc 0.5%
Value ($000) $2,971 Shares 22,791 Est. Cost $116.26 Unrealized -1.8%
ACN Accenture Plc 0.5%
Value ($000) $2,943 Shares 9,538 Est. Cost $245.05 Unrealized +14.1%
JNJ Johnson & Johnson 0.4%
Value ($000) $2,902 Shares 17,535 Est. Cost $131.96 Unrealized +12.8%
ADBE Adobe Systems Incorporated 0.4%
Value ($000) $2,750 Shares 5,624 Est. Cost $486.69 Unrealized -17.2%
DVY iShares Select Dividend ETF 0.4%
Value ($000) $2,672 Shares 23,582 Est. Cost $114.89 Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $2,628 Shares 5,929 Est. Cost $386.29 Unrealized
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $2,536 Shares 16,137 Est. Cost $40.31 Unrealized +21.5%
NKE Nike Inc Cl B 0.4%
Value ($000) $2,395 Shares 21,703 Est. Cost $103.35 Unrealized +7.7%
NVO Novo Nordisk A/S Spons Adr 0.3%
Value ($000) $2,219 Shares 13,711 Est. Cost $61.36 Unrealized
GOOG Alphabet Inc 0.3%
Value ($000) $2,129 Shares 17,598 Est. Cost $107.28 Unrealized +7.1%
SHY iShares 1-3yr Treasury Bond (Mkt) 0.3%
Value ($000) $2,027 Shares 25,000 Est. Cost $82.16 Unrealized
IVV iShares Core S&P 500 (Mkt) 0.3%
Value ($000) $1,999 Shares 4,486 Est. Cost $429.02 Unrealized
SBUX Starbucks Corp 0.3%
Value ($000) $1,954 Shares 19,723 Est. Cost $80.83 Unrealized +20.3%
ACWI iShares MSCI ACWI Index ETF 0.3%
Value ($000) $1,941 Shares 20,227 Est. Cost $70.21 Unrealized
MLPA Global X MLP ETF 0.3%
Value ($000) $1,932 Shares 45,000 Est. Cost $41.60 Unrealized
GD General Dynamics Corp 0.3%
Value ($000) $1,890 Shares 8,786 Est. Cost $134.82 Unrealized +51.7%
VTWO Vanguard Russell 2000 Index Fund ETF 0.3%
Value ($000) $1,853 Shares 24,500 Est. Cost $135.42 Unrealized
SFBS Servisfirst Bancshares 0.3%
Value ($000) $1,764 Shares 43,100 Est. Cost $59.73 Unrealized -26.5%
VLUE iShares MSCI USA Value Factor ETF 0.3%
Value ($000) $1,689 Shares 18,003 Est. Cost $93.76 Unrealized
IAU iShares Gold Trust 0.2%
Value ($000) $1,572 Shares 43,202 Est. Cost $34.82 Unrealized
CHRW C.H. Robinson Worldwide Inc 0.2%
Value ($000) $1,557 Shares 16,504 Est. Cost $68.92 Unrealized +31.1%
VTI Vanguard Total Stock Market (ETF) 0.2%
Value ($000) $1,521 Shares 6,907 Est. Cost $203.02 Unrealized
NVDA Nvidia Corp 0.2%
Value ($000) $1,440 Shares 3,405 Est. Cost $21.18 Unrealized +56.6%
BIIB Biogen Idec Inc 0.2%
Value ($000) $1,431 Shares 5,025 Est. Cost $289.83 Unrealized +2.8%
BDX Becton Dickinson & Co 0.2%
Value ($000) $1,426 Shares 5,401 Est. Cost $223.15 Unrealized +8.4%
VT Vanguard Total World Stock Index ETF 0.2%
Value ($000) $1,400 Shares 14,441 Est. Cost $67.41 Unrealized
JPM JP Morgan Chase & Co 0.2%
Value ($000) $1,372 Shares 9,435 Est. Cost $128.07 Unrealized +1.2%
IXUS iShares Core MSCI Total Intl Stock Mkt ETF 0.2%
Value ($000) $1,315 Shares 21,001 Est. Cost $64.60 Unrealized
PG Procter & Gamble Co 0.2%
Value ($000) $1,262 Shares 8,316 Est. Cost $111.45 Unrealized +26.8%
IFF International Flavors & Fragrances 0.2%
Value ($000) $1,216 Shares 15,283 Est. Cost $106.56 Unrealized -24.8%
CVX Chevron Corp 0.2%
Value ($000) $1,211 Shares 7,698 Est. Cost $134.86 Unrealized +6.2%
MO Altria Group Inc 0.2%
Value ($000) $1,158 Shares 25,567 Est. Cost $36.29 Unrealized +0.8%
BBJP JP Morgan Betabuilders Japan ETF 0.2%
Value ($000) $1,138 Shares 22,072 Est. Cost $51.54 Unrealized
XLF Financial Select Sector SPDR (Mkt) 0.2%
Value ($000) $1,133 Shares 33,600 Est. Cost $36.51 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,128 Shares 21,803 Est. Cost $38.51 Unrealized +18.2%
XLI SPDR Industrial Select Sector 0.2%
Value ($000) $1,119 Shares 10,430 Est. Cost $102.49 Unrealized
VGT Vanguard Information Technology ETF 0.2%
Value ($000) $1,105 Shares 2,500 Est. Cost $426.56 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $1,041 Shares 2,556 Est. Cost $366.13 Unrealized
PEP Pepsico Inc 0.2%
Value ($000) $1,029 Shares 5,555 Est. Cost $137.80 Unrealized +23.8%
AVGO Broadcom Inc. 0.2%
Value ($000) $1,027 Shares 1,184 Est. Cost $58.74 Unrealized +17.0%
DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn 0.2%
Value ($000) $994 Shares 25,000 Est. Cost $25.00 Unrealized
BSCR Invesco BulletShares 2027 Corp Bond ETF 0.1%
Value ($000) $951 Shares 50,000 Est. Cost $19.30 Unrealized
CTSH Cognizant Technology Solutions Corp Class A 0.1%
Value ($000) $948 Shares 14,525 Est. Cost $56.20 Unrealized +5.6%
MA Mastercard Inc Class A 0.1%
Value ($000) $934 Shares 2,374 Est. Cost $360.60 Unrealized +2.6%
HCA HCA Healthcare Inc 0.1%
Value ($000) $924 Shares 3,045 Est. Cost $169.02 Unrealized +61.0%
AMGN Amgen Inc 0.1%
Value ($000) $806 Shares 3,631 Est. Cost $200.79 Unrealized +6.4%
BBCA JP Morgan Betabuilders Canada ETF 0.1%
Value ($000) $726 Shares 11,845 Est. Cost $61.26 Unrealized
TMUS T-Mobile US Inc 0.1%
Value ($000) $712 Shares 5,126 Est. Cost $138.00 Unrealized -1.7%
VDE Vanguard Energy ETF 0.1%
Value ($000) $694 Shares 6,150 Est. Cost $114.23 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $675 Shares 8,757 Est. Cost $69.18 Unrealized +5.4%
META Meta Platforms Inc 0.1%
Value ($000) $665 Shares 2,318 Est. Cost $260.37 Unrealized -5.9%
MRK Merck & Co Inc 0.1%
Value ($000) $662 Shares 5,741 Est. Cost $93.91 Unrealized +11.2%
XLV SPDR Health Care Select Sector 0.1%
Value ($000) $623 Shares 4,693 Est. Cost $138.00 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $615 Shares 1,142 Est. Cost $463.15 Unrealized +5.2%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $584 Shares 1,758 Est. Cost $305.93 Unrealized -3.1%
DHR Danaher Corp 0.1%
Value ($000) $569 Shares 2,372 Est. Cost $218.30 Unrealized -4.4%
CI Cigna Corp 0.1%
Value ($000) $548 Shares 1,953 Est. Cost $248.33 Unrealized -0.2%
ABBV Abbvie Inc Com 0.1%
Value ($000) $540 Shares 4,006 Est. Cost $121.90 Unrealized +9.7%
GLD SPDR Gold Trust 0.1%
Value ($000) $534 Shares 2,993 Est. Cost $133.30 Unrealized
IJH iShares Core S&P MidCap 0.1%
Value ($000) $515 Shares 1,970 Est. Cost $261.48 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $512 Shares 7,040 Est. Cost $73.83 Unrealized
ISTB iShares Core 1-5 Year USD Bond ETF 0.1%
Value ($000) $508 Shares 10,900 Est. Cost $47.16 Unrealized
TJX TJX Cos Inc 0.1%
Value ($000) $507 Shares 5,980 Est. Cost $75.55 Unrealized +0.8%
VGSH Vanguard Short-Term Government Bond Index Fund ETF 0.1%
Value ($000) $505 Shares 8,755 Est. Cost $58.54 Unrealized
SBSW Sibanye Stillwater Ltd Sponsored ADR 0.1%
Value ($000) $499 Shares 80,000 Est. Cost $8.32 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $488 Shares 1,015 Est. Cost $416.15 Unrealized +11.7%
AWK American Water Works Co Inc 0.1%
Value ($000) $485 Shares 3,397 Est. Cost $145.91 Unrealized -5.1%
USOI Credit Suisse X-Lnks Crde OlShrsCvCIIETN 0.1%
Value ($000) $481 Shares 6,500 Est. Cost $77.75 Unrealized
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $459 Shares 2,089 Est. Cost $84.82 Unrealized +139.5%
QUAL iShares MSCI USA Quality Factor ETF 0.1%
Value ($000) $448 Shares 3,324 Est. Cost $133.23 Unrealized
BAC Bank Of America Corp 0.1%
Value ($000) $443 Shares 15,425 Est. Cost $33.05 Unrealized -19.4%
XOM Exxon Mobil Corp 0.1%
Value ($000) $439 Shares 4,091 Est. Cost $69.61 Unrealized +43.1%
IEMG iShares Core MSCI EM ETF 0.1%
Value ($000) $437 Shares 8,868 Est. Cost $48.89 Unrealized
VHT Vanguard Health Care ETF 0.1%
Value ($000) $437 Shares 1,783 Est. Cost $241.06 Unrealized
ELV Anthem Inc 0.1%
Value ($000) $435 Shares 978 Est. Cost $368.76 Unrealized +20.0%
PLD Prologis, Inc. 0.1%
Value ($000) $423 Shares 3,450 Est. Cost $111.47 Unrealized +1.2%
PH Parker-Hannifin Corp 0.1%
Value ($000) $421 Shares 1,080 Est. Cost $319.29 Unrealized +2.9%
MCK Mckesson Corp 0.1%
Value ($000) $416 Shares 974 Est. Cost $325.07 Unrealized +16.8%
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $379 Shares 6,149 Est. Cost $60.95 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $370 Shares 10,083 Est. Cost $36.40 Unrealized -8.7%
KO Coca Cola Co 0.1%
Value ($000) $364 Shares 6,042 Est. Cost $49.84 Unrealized +15.1%
MLPX Global X MLP & Energy Infrastructure 0.1%
Value ($000) $364 Shares 8,751 Est. Cost $30.37 Unrealized
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1%
Value ($000) $353 Shares 6,000 Est. Cost $53.21 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $347 Shares 739 Est. Cost $318.26 Unrealized +29.3%
ABT Abbott Laboratories 0.1%
Value ($000) $339 Shares 3,113 Est. Cost $101.25 Unrealized +0.2%
ZTS Zoetis Inc Common 0.1%
Value ($000) $332 Shares 1,926 Est. Cost $166.96 Unrealized +0.7%
FEZ SPDR Euro Stoxx 50 0.0%
Value ($000) $316 Shares 6,882 Est. Cost $41.15 Unrealized
STAG Stag Industrial Inc 0.0%
Value ($000) $316 Shares 8,796 Est. Cost $33.61 Unrealized
BBAR Banco BBVA Argentina SA ADR 0.0%
Value ($000) $307 Shares 50,000 Est. Cost $3.92 Unrealized
AMT American Tower REIT 0.0%
Value ($000) $305 Shares 1,574 Est. Cost $182.38 Unrealized -2.4%
DFAC Dimensional US Core Equity 2 ETF 0.0%
Value ($000) $305 Shares 11,229 Est. Cost $25.48 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $302 Shares 12,279 Est. Cost $27.53 Unrealized
ASML ASML Holding NV ADR 0.0%
Value ($000) $300 Shares 414 Est. Cost $792.56 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $300 Shares 2,519 Est. Cost $107.92 Unrealized +0.4%
BBEU JP Morgan Betabuilders Europe ETF 0.0%
Value ($000) $299 Shares 5,529 Est. Cost $54.12 Unrealized
MDLZ Mondelez Intl Inc Com Cl A 0.0%
Value ($000) $298 Shares 4,091 Est. Cost $41.50 Unrealized +65.2%
WM Waste Management Inc 0.0%
Value ($000) $283 Shares 1,629 Est. Cost $128.99 Unrealized +23.1%
EPP Ishares MSCI Pacific Ex Japan ETF 0.0%
Value ($000) $273 Shares 6,468 Est. Cost $44.03 Unrealized
STZ Constellation Brands Inc Class A 0.0%
Value ($000) $272 Shares 1,104 Est. Cost $222.01 Unrealized +0.3%
HON Honeywell International Inc 0.0%
Value ($000) $269 Shares 1,294 Est. Cost $177.19 Unrealized -0.9%
TXN Texas Instruments Inc 0.0%
Value ($000) $267 Shares 1,483 Est. Cost $155.94 Unrealized +2.0%
CDW CDW Corporation 0.0%
Value ($000) $261 Shares 1,421 Est. Cost $169.01 Unrealized -0.1%
MCD McDonalds Corp 0.0%
Value ($000) $259 Shares 869 Est. Cost $245.94 Unrealized +11.0%
SO Southern Company 0.0%
Value ($000) $258 Shares 3,673 Est. Cost $63.95 Unrealized +2.1%
Blackrock Inc 0.0%
Value ($000) $256 Shares 370 Est. Cost $722.48 Unrealized
TER Teradyne, Inc. 0.0%
Value ($000) $256 Shares 2,295 Est. Cost $102.20 Unrealized -3.0%
APH Amphenol Corporation 0.0%
Value ($000) $253 Shares 2,976 Est. Cost $38.09 Unrealized -0.3%
EXE Chesapeake Energy Corporation 0.0%
Value ($000) $251 Shares 3,000 Est. Cost $74.50 Unrealized -1.3%
GS Goldman Sachs 0.0%
Value ($000) $250 Shares 774 Est. Cost $333.98 Unrealized -7.8%
LNG Cheniere Energy 0.0%
Value ($000) $248 Shares 1,629 Est. Cost $121.62 Unrealized +21.7%
IQV Iqvia Holdings Inc 0.0%
Value ($000) $245 Shares 1,090 Est. Cost $200.78 Unrealized 0.0%
ACGL Arch Capital Group Ltd. 0.0%
Value ($000) $243 Shares 3,251 Est. Cost $53.45 Unrealized +28.6%
LOW Lowes Companies Inc 0.0%
Value ($000) $242 Shares 1,073 Est. Cost $186.66 Unrealized +6.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $239 Shares 519 Est. Cost $421.97 Unrealized +2.3%
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $236 Shares 4,108 Est. Cost $57.57 Unrealized
MLM Martin Marietta Materials, Inc 0.0%
Value ($000) $235 Shares 509 Est. Cost $386.38 Unrealized +0.5%
NSC Norfolk Southern Corp 0.0%
Value ($000) $235 Shares 1,035 Est. Cost $220.92 Unrealized -9.4%
ECL Ecolab Inc 0.0%
Value ($000) $233 Shares 1,247 Est. Cost $171.48 Unrealized -2.4%
RSG Republic Services Inc 0.0%
Value ($000) $233 Shares 1,519 Est. Cost $88.65 Unrealized +56.2%
ETN Eaton Corp PLC 0.0%
Value ($000) $229 Shares 1,137 Est. Cost $166.84 Unrealized +2.1%
EOG EOG Resources Inc 0.0%
Value ($000) $229 Shares 1,997 Est. Cost $96.74 Unrealized +8.0%
BA Boeing Company 0.0%
Value ($000) $228 Shares 1,081 Est. Cost $211.54 Unrealized -1.8%
SCHW The Charles Schwab Corporation 0.0%
Value ($000) $228 Shares 4,027 Est. Cost $53.72 Unrealized -6.1%
BBAX JP Morgan Betabuilders Dev Asia Ex-Japan ETF 0.0%
Value ($000) $226 Shares 4,734 Est. Cost $47.83 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $225 Shares 3,034 Est. Cost $70.49 Unrealized -0.7%
SYY Sysco Corp 0.0%
Value ($000) $223 Shares 3,002 Est. Cost $66.62 Unrealized +2.9%
MET Metlife Inc 0.0%
Value ($000) $219 Shares 3,875 Est. Cost $60.23 Unrealized -15.0%
BX Blackstone Group Inc 0.0%
Value ($000) $214 Shares 2,299 Est. Cost $65.35 Unrealized +22.7%
MKL Markel Corporation 0.0%
Value ($000) $212 Shares 153 Est. Cost $1099.81 Unrealized +21.9%
ITT ITT Inc 0.0%
Value ($000) $208 Shares 2,234 Est. Cost $82.49 Unrealized +1.8%
SHW Sherwin-Williams Co 0.0%
Value ($000) $202 Shares 762 Est. Cost $238.49 Unrealized -3.5%
GLNG Golar LNG Limited 0.0%
Value ($000) $202 Shares 10,000 Est. Cost $20.34 Unrealized -3.8%
STLD Steel Dynamics, Inc. 0.0%
Value ($000) $202 Shares 1,850 Est. Cost $111.23 Unrealized -12.1%
OMC Omnicom Group Inc 0.0%
Value ($000) $199 Shares 2,096 Est. Cost $84.54 Unrealized +0.4%
SCHX Schwab US Large-Cap ETFT Mkt 0.0%
Value ($000) $199 Shares 3,804 Est. Cost $52.37 Unrealized
ALC Alcon Inc Ord 0.0%
Value ($000) $197 Shares 2,404 Est. Cost $74.58 Unrealized +1.6%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $196 Shares 4,722 Est. Cost $38.76 Unrealized -5.4%
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $196 Shares 1,718 Est. Cost $116.25 Unrealized -10.5%
ADI Analog Devices Inc 0.0%
Value ($000) $196 Shares 1,004 Est. Cost $174.45 Unrealized +1.4%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $194 Shares 2,169 Est. Cost $73.85 Unrealized -0.0%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $192 Shares 873 Est. Cost $204.77 Unrealized -0.7%
VTEB Vanguard Municipal Bond Fund ETF 0.0%
Value ($000) $191 Shares 3,810 Est. Cost $52.81 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $189 Shares 1,115 Est. Cost $194.89 Unrealized -3.9%
FNDA FDT US SC 0.0%
Value ($000) $180 Shares 3,562 Est. Cost $50.45 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $178 Shares 1,357 Est. Cost $113.05 Unrealized +7.0%
SCHI Schwab 5-10 Year Corp BD ETF 0.0%
Value ($000) $176 Shares 3,998 Est. Cost $44.05 Unrealized
CTVA Corteva, Inc. 0.0%
Value ($000) $175 Shares 3,062 Est. Cost $56.70 Unrealized -0.1%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $175 Shares 637 Est. Cost $275.18 Unrealized
VMBS Vanguard MBS ETF 0.0%
Value ($000) $173 Shares 3,754 Est. Cost $45.99 Unrealized
PLAB Photronics, Inc. 0.0%
Value ($000) $169 Shares 6,540 Est. Cost $12.10 Unrealized +53.2%
ENS EnerSys 0.0%
Value ($000) $169 Shares 1,553 Est. Cost $87.48 Unrealized +1.8%
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $168 Shares 490 Est. Cost $305.98 Unrealized -1.1%
LEN Lennar Corp Class A 0.0%
Value ($000) $166 Shares 1,325 Est. Cost $104.33 Unrealized +0.8%
Cooper Companies Inc. 0.0%
Value ($000) $164 Shares 427 Est. Cost $383.43 Unrealized
CP Canadian Pacific Kansas City Southern 0.0%
Value ($000) $164 Shares 2,025 Est. Cost $77.51 Unrealized 0.0%
CB Chubb Limited 0.0%
Value ($000) $163 Shares 846 Est. Cost $202.13 Unrealized -6.1%
TDG TransDigm Group Inc. 0.0%
Value ($000) $163 Shares 182 Est. Cost $567.56 Unrealized +19.1%
FNDF FDT Int LG 0.0%
Value ($000) $162 Shares 5,027 Est. Cost $32.29 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $159 Shares 779 Est. Cost $190.17 Unrealized -1.7%
ANSYS, Inc. 0.0%
Value ($000) $159 Shares 480 Est. Cost $330.33 Unrealized
MCO Moody's Corporation 0.0%
Value ($000) $155 Shares 445 Est. Cost $308.72 Unrealized +0.5%
TSM Taiwan Semiconductor Manufacturing Company ADR 0.0%
Value ($000) $154 Shares 1,528 Est. Cost $120.42 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $151 Shares 1,343 Est. Cost $102.49 Unrealized 0.0%
DOV Dover Corp 0.0%
Value ($000) $148 Shares 1,000 Est. Cost $119.60 Unrealized +15.8%
DE Deere & Company 0.0%
Value ($000) $147 Shares 362 Est. Cost $314.69 Unrealized +16.9%
RRX Regal Beloit Corp 0.0%
Value ($000) $146 Shares 947 Est. Cost $158.35 Unrealized -14.0%
VTV Vanguard Value ETF 0.0%
Value ($000) $145 Shares 1,020 Est. Cost $131.37 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $144 Shares 299 Est. Cost $425.23 Unrealized +4.7%
APO Apollo Global Management Inc Common Stock 0.0%
Value ($000) $144 Shares 1,871 Est. Cost $61.21 Unrealized +4.7%
VLO Valero Energy Corp 0.0%
Value ($000) $143 Shares 1,221 Est. Cost $114.80 Unrealized -6.6%
JP Morgan Chase & Co Alerian MLP Index ETN 0.0%
Value ($000) $143 Shares 6,251 Est. Cost $19.65 Unrealized
YUM YUM Brands Inc 0.0%
Value ($000) $143 Shares 1,032 Est. Cost $120.88 Unrealized +6.6%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $141 Shares 552 Est. Cost $104.05 Unrealized 0.0%
APA APA Corp 0.0%
Value ($000) $141 Shares 4,125 Est. Cost $16.21 Unrealized +95.0%
AON Aon PLC 0.0%
Value ($000) $139 Shares 404 Est. Cost $286.69 Unrealized +11.2%
MGM MGM Resorts International 0.0%
Value ($000) $139 Shares 3,167 Est. Cost $41.99 Unrealized +1.7%
EQIX Equinix Inc. 0.0%
Value ($000) $137 Shares 175 Est. Cost $657.26 Unrealized +5.4%
T AT&T Inc 0.0%
Value ($000) $134 Shares 8,372 Est. Cost $15.29 Unrealized -3.3%
TFC Truist Financial Corp 0.0%
Value ($000) $133 Shares 4,384 Est. Cost $41.26 Unrealized -34.7%
CLH Clean Harbors Inc 0.0%
Value ($000) $132 Shares 801 Est. Cost $89.50 Unrealized +63.3%
ADSK Autodesk Inc 0.0%
Value ($000) $132 Shares 643 Est. Cost $205.99 Unrealized -2.9%
EQT EQT Corporation 0.0%
Value ($000) $130 Shares 3,163 Est. Cost $16.35 Unrealized +108.1%
GE General Electric Co 0.0%
Value ($000) $130 Shares 1,184 Est. Cost $57.39 Unrealized +39.1%
SONY Sony Corp ADR 0.0%
Value ($000) $130 Shares 1,444 Est. Cost $90.04 Unrealized
CTRA Cabot Oil & Gas Corp Class A 0.0%
Value ($000) $130 Shares 5,125 Est. Cost $22.79 Unrealized +0.1%
COF Capital One Financial Corp 0.0%
Value ($000) $127 Shares 1,161 Est. Cost $97.65 Unrealized -1.8%
UPS United Parcel Service Cl B 0.0%
Value ($000) $127 Shares 706 Est. Cost $157.49 Unrealized -1.9%
DFIN Donnelley Financial Solutions Inc 0.0%
Value ($000) $126 Shares 2,775 Est. Cost $23.14 Unrealized +90.6%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $126 Shares 419 Est. Cost $267.33 Unrealized -0.8%
ALLY Ally Financial Common 0.0%
Value ($000) $125 Shares 4,622 Est. Cost $35.55 Unrealized -32.1%
DFUV Dimensional US Marketwide Value ETF 0.0%
Value ($000) $125 Shares 3,609 Est. Cost $33.48 Unrealized
NSIT Insight Enterprises, Inc. 0.0%
Value ($000) $124 Shares 846 Est. Cost $85.70 Unrealized +56.7%
CME CME Group Inc 0.0%
Value ($000) $124 Shares 667 Est. Cost $159.93 Unrealized +4.1%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $122 Shares 2,792 Est. Cost $43.80 Unrealized
GSG iShares S&P GSCI Commodity-Indexed Trust 0.0%
Value ($000) $122 Shares 6,250 Est. Cost $16.89 Unrealized
TRGP Targa Resources Corp 0.0%
Value ($000) $121 Shares 1,585 Est. Cost $69.15 Unrealized -1.0%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $119 Shares 3,343 Est. Cost $35.65 Unrealized
PFGC Performance Food Group 0.0%
Value ($000) $119 Shares 1,978 Est. Cost $52.79 Unrealized +11.5%
PSX Phillips 66 0.0%
Value ($000) $119 Shares 1,248 Est. Cost $84.86 Unrealized +4.3%
GPN Global Payments Inc 0.0%
Value ($000) $118 Shares 1,199 Est. Cost $124.70 Unrealized -19.7%
FUL H.B. Fuller Company 0.0%
Value ($000) $118 Shares 1,646 Est. Cost $53.42 Unrealized +18.5%
SLB Schlumberger Limited 0.0%
Value ($000) $118 Shares 2,394 Est. Cost $30.98 Unrealized +43.7%
Stericycle Inc 0.0%
Value ($000) $117 Shares 2,525 Est. Cost $46.44 Unrealized
ESI Element Solutions Inc 0.0%
Value ($000) $117 Shares 6,083 Est. Cost $17.19 Unrealized +3.2%
TT Trane Technologies PLC 0.0%
Value ($000) $117 Shares 610 Est. Cost $174.06 Unrealized -0.8%
FDX FedEx Corp 0.0%
Value ($000) $116 Shares 468 Est. Cost $226.03 Unrealized -4.4%
ZWS Zurn Water Solutions Corp 0.0%
Value ($000) $114 Shares 4,250 Est. Cost $29.19 Unrealized -24.1%
MGY Magnolia Oil & Gas Corp 0.0%
Value ($000) $111 Shares 5,320 Est. Cost $10.42 Unrealized +98.5%
KBR KBR, Inc. 0.0%
Value ($000) $110 Shares 1,688 Est. Cost $30.25 Unrealized +91.4%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $110 Shares 210 Est. Cost $571.03 Unrealized -6.3%
MTD Mettler-Toledo International Inc. 0.0%
Value ($000) $109 Shares 83 Est. Cost $1511.82 Unrealized -7.0%
CVS CVS Caremark Corporation 0.0%
Value ($000) $109 Shares 1,572 Est. Cost $77.31 Unrealized -16.8%
LAM Research Corp 0.0%
Value ($000) $109 Shares 169 Est. Cost $669.53 Unrealized
AVB AvalonBay Communities Inc 0.0%
Value ($000) $108 Shares 572 Est. Cost $165.15 Unrealized -1.7%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $108 Shares 1,692 Est. Cost $58.36 Unrealized +1.0%
AXP American Express Co 0.0%
Value ($000) $106 Shares 609 Est. Cost $139.60 Unrealized +11.9%
TGT Target Corp 0.0%
Value ($000) $106 Shares 803 Est. Cost $157.60 Unrealized -14.4%
RPM RPM Int'l 0.0%
Value ($000) $104 Shares 1,154 Est. Cost $82.18 Unrealized 0.0%
ILMN Illumina Inc. 0.0%
Value ($000) $103 Shares 550 Est. Cost $202.43 Unrealized -0.0%
ATO Atmos Energy Corp 0.0%
Value ($000) $103 Shares 886 Est. Cost $108.41 Unrealized 0.0%
VICI VICI Properties Inc 0.0%
Value ($000) $103 Shares 3,276 Est. Cost $24.95 Unrealized +10.6%
CSL Carlisle Companies Inc 0.0%
Value ($000) $101 Shares 392 Est. Cost $145.09 Unrealized +48.0%
XEL Xcel Energy Inc. 0.0%
Value ($000) $100 Shares 1,601 Est. Cost $60.78 Unrealized -0.0%
ON ON Semiconductor Corp 0.0%
Value ($000) $99 Shares 1,050 Est. Cost $55.72 Unrealized +48.4%
SPGI S&P Global Inc. 0.0%
Value ($000) $99 Shares 246 Est. Cost $371.77 Unrealized -3.8%
ESAB Esab Corp 0.0%
Value ($000) $99 Shares 1,480 Est. Cost $47.81 Unrealized +25.8%
AEP American Electric Power Inc 0.0%
Value ($000) $98 Shares 1,164 Est. Cost $79.83 Unrealized +0.2%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $98 Shares 857 Est. Cost $112.05 Unrealized -8.6%
FNDE Schwab Fundamental Emerging Markets LG Co ETF 0.0%
Value ($000) $98 Shares 3,646 Est. Cost $26.77 Unrealized
MOG/A Moog Inc 0.0%
Value ($000) $97 Shares 894 Est. Cost $76.34 Unrealized +27.7%
EFX Equifax Inc 0.0%
Value ($000) $96 Shares 410 Est. Cost $203.94 Unrealized +1.3%
KR Kroger Co 0.0%
Value ($000) $96 Shares 2,048 Est. Cost $34.58 Unrealized +30.1%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $96 Shares 989 Est. Cost $96.44 Unrealized 0.0%
INTU Intuit Inc 0.0%
Value ($000) $93 Shares 203 Est. Cost $522.38 Unrealized -17.5%
RMD ResMed Inc. 0.0%
Value ($000) $93 Shares 424 Est. Cost $250.23 Unrealized -13.1%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $92 Shares 469 Est. Cost $189.04 Unrealized -4.3%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $86 Shares 519 Est. Cost $111.61 Unrealized +32.9%
BKNG Booking Holdings Inc 0.0%
Value ($000) $86 Shares 32 Est. Cost $2535.08 Unrealized +2.5%
EVR Evercore Inc 0.0%
Value ($000) $86 Shares 699 Est. Cost $111.29 Unrealized -0.8%
RJF Raymond James Financial Inc 0.0%
Value ($000) $86 Shares 830 Est. Cost $92.74 Unrealized -3.7%
USO United States Oil 0.0%
Value ($000) $86 Shares 1,356 Est. Cost $70.11 Unrealized
ORRF Orrstown Financial Services Inc 0.0%
Value ($000) $85 Shares 4,458 Est. Cost $21.68 Unrealized -21.7%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $84 Shares 386 Est. Cost $229.47 Unrealized -12.7%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $83 Shares 1,706 Est. Cost $48.27 Unrealized
SCHR Schwab Intermediate-Term US Treasury ETF 0.0%
Value ($000) $83 Shares 1,682 Est. Cost $49.28 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $81 Shares 561 Est. Cost $120.68 Unrealized +1.3%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $81 Shares 640 Est. Cost $136.19 Unrealized -18.9%
CFR Cullen/Frost Bankers Inc. 0.0%
Value ($000) $80 Shares 744 Est. Cost $95.71 Unrealized 0.0%
MMM 3M Co 0.0%
Value ($000) $75 Shares 747 Est. Cost $114.63 Unrealized -32.3%
MS Morgan Stanley 0.0%
Value ($000) $75 Shares 874 Est. Cost $80.30 Unrealized -2.4%
WTW Willis Towers Watson 0.0%
Value ($000) $74 Shares 316 Est. Cost $222.61 Unrealized 0.0%
DHI D. R. Horton Inc 0.0%
Value ($000) $73 Shares 600 Est. Cost $92.76 Unrealized +15.0%
BRO Brown & Brown Inc 0.0%
Value ($000) $72 Shares 1,044 Est. Cost $61.23 Unrealized +2.2%
ELS Equity Lifestyle Properties Inc 0.0%
Value ($000) $71 Shares 1,065 Est. Cost $66.89 Unrealized
VWO Vanguard FTSE Emerging Markets (ETF) 0.0%
Value ($000) $71 Shares 1,750 Est. Cost $40.40 Unrealized
CMS CMS Energy Corp 0.0%
Value ($000) $71 Shares 1,206 Est. Cost $55.52 Unrealized 0.0%
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $70 Shares 9,520 Est. Cost $7.37 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $69 Shares 265 Est. Cost $233.59 Unrealized -14.4%
ASH Ashland Global Holdings Inc. 0.0%
Value ($000) $69 Shares 794 Est. Cost $78.92 Unrealized +10.3%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $69 Shares 1,031 Est. Cost $72.06 Unrealized -5.6%
IWD iShares Russell 1000 Value 0.0%
Value ($000) $68 Shares 430 Est. Cost $157.83 Unrealized
ICE Intercontinental Exchange Group 0.0%
Value ($000) $67 Shares 590 Est. Cost $99.44 Unrealized +5.3%
PDBC Invesco Optm Yd Dvrs Cdty Stra No K1 ETF 0.0%
Value ($000) $64 Shares 4,737 Est. Cost $14.22 Unrealized
UBER Uber Technologies, Inc. 0.0%
Value ($000) $64 Shares 1,471 Est. Cost $48.92 Unrealized -24.0%
SNPS Synopsys, Inc. 0.0%
Value ($000) $62 Shares 143 Est. Cost $337.79 Unrealized +19.2%
AZN Astrazeneca Plc ADR 0.0%
Value ($000) $61 Shares 856 Est. Cost $65.28 Unrealized
INDA iShares MSCI India ETF 0.0%
Value ($000) $61 Shares 1,399 Est. Cost $39.36 Unrealized
TPL Texas Pacific Land Trust 0.0%
Value ($000) $61 Shares 46 Est. Cost $118.41 Unrealized +31.2%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $59 Shares 1,010 Est. Cost $29.61 Unrealized +93.5%
OSK Oshkosh Corp 0.0%
Value ($000) $59 Shares 684 Est. Cost $75.02 Unrealized 0.0%
MPWR Monolithic Power Systems, Inc. 0.0%
Value ($000) $58 Shares 108 Est. Cost $478.49 Unrealized -2.8%
EW Edwards LIfe Sciences Corp 0.0%
Value ($000) $57 Shares 599 Est. Cost $97.15 Unrealized -10.5%
ACM Aecom 0.0%
Value ($000) $56 Shares 666 Est. Cost $54.74 Unrealized +45.9%
RF Regions Financial Corp 0.0%
Value ($000) $56 Shares 3,165 Est. Cost $14.28 Unrealized +9.3%
NVST Envista Holdings Corp 0.0%
Value ($000) $55 Shares 1,617 Est. Cost $38.10 Unrealized -7.4%
TNL Travel Plus Leisure Co 0.0%
Value ($000) $54 Shares 1,348 Est. Cost $45.18 Unrealized -24.0%
LAMR Lamar Advertising Co 0.0%
Value ($000) $53 Shares 532 Est. Cost $93.98 Unrealized
VEU Vanguard FTSE All-World Ex-US ETF 0.0%
Value ($000) $52 Shares 955 Est. Cost $51.53 Unrealized
CSGP Costar Group Inc 0.0%
Value ($000) $52 Shares 582 Est. Cost $75.41 Unrealized +2.4%
OKE ONEOK Inc 0.0%
Value ($000) $52 Shares 838 Est. Cost $53.22 Unrealized +1.7%
CMG Chipotle Mexican Grill In. 0.0%
Value ($000) $51 Shares 24 Est. Cost $39.56 Unrealized 0.0%
CBSH Commerce Bancshares, Inc. 0.0%
Value ($000) $51 Shares 1,046 Est. Cost $42.12 Unrealized 0.0%
PRF Invesco FTSE Rafi US 1000 ETF 0.0%
Value ($000) $51 Shares 311 Est. Cost $163.65 Unrealized
KNSL Kinsale Capital Group Inc 0.0%
Value ($000) $50 Shares 133 Est. Cost $330.66 Unrealized 0.0%
COP Conocophillips 0.0%
Value ($000) $49 Shares 470 Est. Cost $80.28 Unrealized +17.7%
DUK Duke Energy Corp 0.0%
Value ($000) $48 Shares 539 Est. Cost $77.24 Unrealized +10.2%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $48 Shares 448 Est. Cost $106.73 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $47 Shares 552 Est. Cost $81.96 Unrealized
PM Philip Morris International Inc 0.0%
Value ($000) $46 Shares 476 Est. Cost $86.69 Unrealized -2.6%
NOW ServiceNow Inc 0.0%
Value ($000) $46 Shares 82 Est. Cost $116.98 Unrealized -14.5%
MELI Mercadolibre 0.0%
Value ($000) $45 Shares 38 Est. Cost $1229.27 Unrealized +2.3%
ModivCare Inc 0.0%
Value ($000) $44 Shares 975 Est. Cost $147.69 Unrealized
TD Toronto Dominion Bank Ontario 0.0%
Value ($000) $44 Shares 704 Est. Cost $62.45 Unrealized -3.7%
C Citigroup Inc 0.0%
Value ($000) $44 Shares 948 Est. Cost $42.23 Unrealized +1.2%
VZ Verizon Communications Inc 0.0%
Value ($000) $43 Shares 1,160 Est. Cost $32.70 Unrealized -4.6%
MRSH Marsh & Mclennan Companies Inc 0.0%
Value ($000) $42 Shares 225 Est. Cost $156.36 Unrealized +9.0%
AFG American Financial Group Inc. 0.0%
Value ($000) $42 Shares 350 Est. Cost $61.35 Unrealized +61.8%
MSCI MSCI Inc 0.0%
Value ($000) $41 Shares 88 Est. Cost $582.66 Unrealized -18.8%
ITW Illinois Tool Works 0.0%
Value ($000) $41 Shares 165 Est. Cost $206.81 Unrealized +6.2%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $41 Shares 43 Est. Cost $53.18 Unrealized +14.8%
ALB Albemarle Corp 0.0%
Value ($000) $41 Shares 184 Est. Cost $254.58 Unrealized -23.0%
MRVL Marvell Technology Group Ltd. 0.0%
Value ($000) $41 Shares 684 Est. Cost $55.45 Unrealized -13.2%
AME Ametek Inc 0.0%
Value ($000) $41 Shares 252 Est. Cost $130.87 Unrealized +9.7%
DD DuPont Inc. 0.0%
Value ($000) $40 Shares 566 Est. Cost $28.54 Unrealized -4.8%
LYV Live Nation Entertainment, Inc. 0.0%
Value ($000) $40 Shares 438 Est. Cost $73.35 Unrealized +6.4%
CPRT Copart, Inc. 0.0%
Value ($000) $40 Shares 437 Est. Cost $34.41 Unrealized +20.5%
TE Connectivity Ltd 0.0%
Value ($000) $39 Shares 281 Est. Cost $141.32 Unrealized
IOO iShares Global 100 MKT 0.0%
Value ($000) $39 Shares 510 Est. Cost $76.06 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $38 Shares 104 Est. Cost $369.42 Unrealized
Synovus Financial Corp Com 0.0%
Value ($000) $38 Shares 1,256 Est. Cost $40.52 Unrealized
SCHC Schwab International Small-Cap Eq ETF 0.0%
Value ($000) $38 Shares 1,125 Est. Cost $33.77 Unrealized
FNDC Schwab Fundamental Intl Sm Co ETF 0.0%
Value ($000) $37 Shares 1,129 Est. Cost $33.19 Unrealized
UNM Unum Group 0.0%
Value ($000) $37 Shares 774 Est. Cost $25.60 Unrealized +70.4%
ENTG Entegris Inc 0.0%
Value ($000) $37 Shares 332 Est. Cost $90.19 Unrealized 0.0%
URI United Rentals Inc 0.0%
Value ($000) $37 Shares 82 Est. Cost $350.27 Unrealized +3.1%
CTAS Cintas Corp 0.0%
Value ($000) $36 Shares 72 Est. Cost $114.10 Unrealized +0.5%
ALL Allstate Corp 0.0%
Value ($000) $36 Shares 326 Est. Cost $107.29 Unrealized -0.5%
EL Estee Lauder Companies Inc. 0.0%
Value ($000) $35 Shares 177 Est. Cost $216.80 Unrealized -7.0%
LULU Lulu Lemon Athletica Inc 0.0%
Value ($000) $34 Shares 91 Est. Cost $386.92 Unrealized -4.6%
PHM PulteGroup Inc 0.0%
Value ($000) $34 Shares 440 Est. Cost $52.76 Unrealized +25.9%
USB US Bancorp 0.0%
Value ($000) $34 Shares 1,029 Est. Cost $29.44 Unrealized -3.5%
PGR Progressive Corporation 0.0%
Value ($000) $34 Shares 256 Est. Cost $106.13 Unrealized +15.5%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $33 Shares 150 Est. Cost $232.31 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $33 Shares 133 Est. Cost $227.27 Unrealized -5.9%
EME EMCOR Group Inc 0.0%
Value ($000) $31 Shares 168 Est. Cost $152.57 Unrealized +8.9%
DIA SPDR Dow Jones Industrial Average (MKT) 0.0%
Value ($000) $31 Shares 90 Est. Cost $343.86 Unrealized
FCN FTI Consulting 0.0%
Value ($000) $30 Shares 159 Est. Cost $173.80 Unrealized +8.8%
MFC Manulife Financial Corp (ISIN #CA56501R1064 SEDOL #2492520) 0.0%
Value ($000) $30 Shares 1,598 Est. Cost $19.02 Unrealized +0.4%
AFL Aflac Inc 0.0%
Value ($000) $30 Shares 429 Est. Cost $62.61 Unrealized +1.0%
DVN Devon Energy Corp 0.0%
Value ($000) $29 Shares 609 Est. Cost $46.52 Unrealized -2.3%
NVT Nvent Electric PLC 0.0%
Value ($000) $29 Shares 569 Est. Cost $43.01 Unrealized 0.0%
PCAR Paccar Inc 0.0%
Value ($000) $29 Shares 348 Est. Cost $53.88 Unrealized +23.4%
BANF BancFirst Corporation 0.0%
Value ($000) $29 Shares 315 Est. Cost $67.40 Unrealized +18.9%
SSD Simpson Manufacturing Co, Inc. 0.0%
Value ($000) $29 Shares 208 Est. Cost $102.73 Unrealized +17.4%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $29 Shares 1,463 Est. Cost $19.53 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $28 Shares 163 Est. Cost $146.63 Unrealized +14.4%
ENPH Enphase Energy Inc 0.0%
Value ($000) $28 Shares 167 Est. Cost $181.60 Unrealized -1.6%
HDB HDFC Bank LTD ADR 0.0%
Value ($000) $28 Shares 400 Est. Cost $65.00 Unrealized
DOW Dow Inc 0.0%
Value ($000) $28 Shares 520 Est. Cost $45.93 Unrealized -1.5%
Total SA ADR 0.0%
Value ($000) $28 Shares 479 Est. Cost $59.05 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $27 Shares 307 Est. Cost $83.22 Unrealized -11.7%
SPG Simon Property Group 0.0%
Value ($000) $27 Shares 233 Est. Cost $121.27 Unrealized -22.1%
Dish Network Corp Class A 0.0%
Value ($000) $26 Shares 4,000 Est. Cost $47.75 Unrealized
IT Gartner 0.0%
Value ($000) $26 Shares 75 Est. Cost $326.94 Unrealized -0.4%
ARES Ares Management Corp Class A 0.0%
Value ($000) $26 Shares 268 Est. Cost $79.34 Unrealized +1.2%
CBT Cabot Corp 0.0%
Value ($000) $26 Shares 386 Est. Cost $44.40 Unrealized +51.8%
PRI Primerica Inc 0.0%
Value ($000) $26 Shares 130 Est. Cost $163.90 Unrealized +12.0%
PXF Invesco FTSE Rafi Dev Mkts Ex-US ETF 0.0%
Value ($000) $25 Shares 565 Est. Cost $44.96 Unrealized
GM General Motors Co 0.0%
Value ($000) $25 Shares 653 Est. Cost $41.25 Unrealized -18.5%
IDXX Idexx Labs 0.0%
Value ($000) $25 Shares 50 Est. Cost $479.01 Unrealized +0.0%
SU Suncor Energy Inc. 0.0%
Value ($000) $25 Shares 853 Est. Cost $29.15 Unrealized -7.0%
CRM Salesforce.com Inc. 0.0%
Value ($000) $25 Shares 118 Est. Cost $177.48 Unrealized +13.6%
WDAY Workday Inc 0.0%
Value ($000) $24 Shares 108 Est. Cost $200.31 Unrealized 0.0%
MANH Manhattan Associates 0.0%
Value ($000) $24 Shares 122 Est. Cost $137.65 Unrealized +26.2%
USMV iShares MSCI USA Minimum Volatility 0.0%
Value ($000) $24 Shares 328 Est. Cost $72.10 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $23 Shares 181 Est. Cost $115.63 Unrealized +8.1%
KKR KKR & Co Inc 0.0%
Value ($000) $23 Shares 419 Est. Cost $55.22 Unrealized -6.9%
DLR Digital Realty Trust REIT 0.0%
Value ($000) $23 Shares 206 Est. Cost $94.63 Unrealized -4.3%
IBM International Business Machines 0.0%
Value ($000) $23 Shares 173 Est. Cost $118.30 Unrealized -0.2%
GLOB Globant SA 0.0%
Value ($000) $23 Shares 127 Est. Cost $164.07 Unrealized 0.0%
ORI Old Republic International Corp 0.0%
Value ($000) $23 Shares 899 Est. Cost $20.53 Unrealized 0.0%
HEI/A Heico Corp Class A 0.0%
Value ($000) $22 Shares 160 Est. Cost $132.08 Unrealized +1.1%
AZO Autozone Inc 0.0%
Value ($000) $22 Shares 9 Est. Cost $1976.95 Unrealized +29.0%
VMC Vulcan Materials Co 0.0%
Value ($000) $22 Shares 99 Est. Cost $173.63 Unrealized +8.2%
EHC Encompass Health Corp 0.0%
Value ($000) $21 Shares 315 Est. Cost $61.91 Unrealized -0.8%
BP BP PLC Spons ADR 0.0%
Value ($000) $21 Shares 594 Est. Cost $29.12 Unrealized
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $21 Shares 143 Est. Cost $139.61 Unrealized +1.2%
SYK Stryker Corp 0.0%
Value ($000) $21 Shares 68 Est. Cost $251.90 Unrealized +11.7%
MNDY Monday.com 0.0%
Value ($000) $21 Shares 121 Est. Cost $142.51 Unrealized +4.9%
F Ford Motor Company 0.0%
Value ($000) $21 Shares 1,369 Est. Cost $8.82 Unrealized +21.2%
WFC Wells Fargo & Company 0.0%
Value ($000) $21 Shares 485 Est. Cost $45.76 Unrealized -17.7%
GOLF Acushnet Holdings Corp 0.0%
Value ($000) $21 Shares 375 Est. Cost $48.51 Unrealized +1.9%
SCHP Schwab US TIPS Etft Mkt 0.0%
Value ($000) $21 Shares 391 Est. Cost $52.43 Unrealized
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $20 Shares 118 Est. Cost $218.18 Unrealized
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $20 Shares 425 Est. Cost $47.87 Unrealized
SMLF iShares MSCI USA Small Cap Multifactor ETF 0.0%
Value ($000) $20 Shares 378 Est. Cost $49.66 Unrealized
CE Celanese Corp 0.0%
Value ($000) $20 Shares 175 Est. Cost $110.53 Unrealized -5.4%
WBD Warner Bros Discovery Inc Ser A 0.0%
Value ($000) $20 Shares 1,572 Est. Cost $18.24 Unrealized -28.8%
Pioneer Natural Resources Company 0.0%
Value ($000) $20 Shares 95 Est. Cost $213.69 Unrealized
LSTR Landstar System, Inc. 0.0%
Value ($000) $20 Shares 102 Est. Cost $179.26 Unrealized
VUG Vanguard Growth Index Fund ETF 0.0%
Value ($000) $20 Shares 69 Est. Cost $273.51 Unrealized
IUSB iShares Core Total USD Bond Market ETF 0.0%
Value ($000) $19 Shares 426 Est. Cost $44.93 Unrealized
FAST Fastenal 0.0%
Value ($000) $19 Shares 328 Est. Cost $24.26 Unrealized +5.8%
Interpublic Group of Companies Inc. 0.0%
Value ($000) $19 Shares 498 Est. Cost $32.08 Unrealized +5.8%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $19 Shares 330 Est. Cost $53.65 Unrealized +5.3%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $19 Shares 370 Est. Cost $50.19 Unrealized
NVR NVR, Inc. 0.0%
Value ($000) $19 Shares 3 Est. Cost $5278.12 Unrealized +10.3%
MTUM iShares Edge MSCI USA Momentum Factor 0.0%
Value ($000) $19 Shares 131 Est. Cost $145.93 Unrealized
GRMN Garmin LTD (Isin #ch0114405324 Sedol #b3z5t1) 0.0%
Value ($000) $19 Shares 181 Est. Cost $92.05 Unrealized +5.4%
GGG Graco Inc. 0.0%
Value ($000) $19 Shares 218 Est. Cost $66.84 Unrealized +12.3%
PWR Quanta Services Inc 0.0%
Value ($000) $18 Shares 94 Est. Cost $114.53 Unrealized +51.9%
WTS Watts Water Technologies Inc Class A 0.0%
Value ($000) $18 Shares 99 Est. Cost $164.83 Unrealized +1.5%
FE FirstEnergy Corp 0.0%
Value ($000) $18 Shares 467 Est. Cost $35.18 Unrealized 0.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $18 Shares 496 Est. Cost $29.49 Unrealized +13.8%
CAG Conagra Foods Inc. 0.0%
Value ($000) $17 Shares 512 Est. Cost $28.94 Unrealized +8.5%
CRVL Corvel Corp 0.0%
Value ($000) $17 Shares 89 Est. Cost $58.42 Unrealized +14.5%
NFLX Netflix Inc 0.0%
Value ($000) $17 Shares 39 Est. Cost $31.36 Unrealized +17.5%
FCX Freeport-Mcmoran Copper & Gold 0.0%
Value ($000) $17 Shares 423 Est. Cost $36.23 Unrealized +1.5%
EXPE Expedia Inc DE 0.0%
Value ($000) $17 Shares 154 Est. Cost $97.23 Unrealized 0.0%
PDN Invesco FTSE Rafi Dev Mkts Ex-US S/M ETF 0.0%
Value ($000) $16 Shares 529 Est. Cost $30.80 Unrealized
TTC Toro Company 0.0%
Value ($000) $15 Shares 152 Est. Cost $111.33 Unrealized -7.9%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $15 Shares 189 Est. Cost $71.08 Unrealized +11.8%
DXC DXC Technology Co 0.0%
Value ($000) $15 Shares 573 Est. Cost $32.58 Unrealized -23.6%
KMX CarMax, Inc 0.0%
Value ($000) $15 Shares 181 Est. Cost $66.93 Unrealized +9.4%
HAS Hasbro Inc 0.0%
Value ($000) $15 Shares 233 Est. Cost $50.22 Unrealized +3.5%
ROK Rockwell Automation Inc 0.0%
Value ($000) $15 Shares 45 Est. Cost $260.11 Unrealized +6.1%
SEIC SEI Investments Company 0.0%
Value ($000) $15 Shares 248 Est. Cost $56.04 Unrealized 0.0%
RY Royal Bank of Canada 0.0%
Value ($000) $14 Shares 150 Est. Cost $95.45 Unrealized 0.0%
RBC RBC Bearings Inc 0.0%
Value ($000) $14 Shares 65 Est. Cost $230.34 Unrealized -5.9%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $14 Shares 258 Est. Cost $65.02 Unrealized -20.8%
MC Moelis & Co Class A 0.0%
Value ($000) $14 Shares 308 Est. Cost $37.25 Unrealized -5.4%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $18.72 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $14 Shares 145 Est. Cost $83.76 Unrealized
HWM Howmet Aerospace Inc 0.0%
Value ($000) $13 Shares 269 Est. Cost $40.61 Unrealized +8.8%
HSBC HSBC Holdings PLC 0.0%
Value ($000) $13 Shares 335 Est. Cost $29.85 Unrealized
VNQI Vanguard Global Ex-US Real Estate ETF Mkt 0.0%
Value ($000) $13 Shares 330 Est. Cost $40.19 Unrealized
FDS Factset Research Systems Inc 0.0%
Value ($000) $13 Shares 32 Est. Cost $404.52 Unrealized -2.9%
TXT Textron Inc 0.0%
Value ($000) $13 Shares 189 Est. Cost $73.92 Unrealized -11.0%
GWW W W Grainger Inc. 0.0%
Value ($000) $13 Shares 16 Est. Cost $452.39 Unrealized +48.8%
EMLC Vaneck Vectors J.P. Morgan EM Local Currency Bond ETF 0.0%
Value ($000) $13 Shares 492 Est. Cost $25.56 Unrealized
ELF E L F Beauty Inc 0.0%
Value ($000) $12 Shares 109 Est. Cost $96.26 Unrealized 0.0%
IP International Paper Company 0.0%
Value ($000) $12 Shares 385 Est. Cost $29.09 Unrealized 0.0%
Brookfield Infrastructure Series 5 Pref Shs Class A 0.0%
Value ($000) $12 Shares 268 Est. Cost $46.06 Unrealized
CALF Pacer US Small Cash Cows 100 ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.70 Unrealized
APAM Artisan Partners Asset Management Inc 0.0%
Value ($000) $12 Shares 310 Est. Cost $26.04 Unrealized +5.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $12 Shares 34 Est. Cost $299.93 Unrealized +12.3%
BEN Franklin Resources Inc 0.0%
Value ($000) $12 Shares 447 Est. Cost $26.58 Unrealized -16.1%
LCII LCI Industries 0.0%
Value ($000) $12 Shares 94 Est. Cost $97.29 Unrealized +5.8%
DT Dynatrace Inc 0.0%
Value ($000) $12 Shares 227 Est. Cost $46.87 Unrealized 0.0%
TYL Tyler Technologies, Inc. 0.0%
Value ($000) $12 Shares 28 Est. Cost $325.31 Unrealized +18.4%
VRSN Verisign, Inc. 0.0%
Value ($000) $12 Shares 51 Est. Cost $204.39 Unrealized +6.9%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $12 Shares 28 Est. Cost $423.68 Unrealized -2.7%
GSK GSK PLC ADR 0.0%
Value ($000) $11 Shares 320 Est. Cost $35.64 Unrealized
FHB First Hawaiian Inc 0.0%
Value ($000) $11 Shares 625 Est. Cost $21.83 Unrealized -26.3%
SBAC SBA Communications Corporation 0.0%
Value ($000) $11 Shares 47 Est. Cost $322.33 Unrealized -29.3%
FISV Fiserv, Inc. 0.0%
Value ($000) $11 Shares 86 Est. Cost $103.40 Unrealized +13.8%
DPZ Domino's Pizza Inc. 0.0%
Value ($000) $11 Shares 32 Est. Cost $319.08 Unrealized -4.8%
RLI RLI Corp 0.0%
Value ($000) $11 Shares 79 Est. Cost $60.52 Unrealized +0.3%
TECH Bio-Techne Corporation 0.0%
Value ($000) $11 Shares 130 Est. Cost $79.36 Unrealized 0.0%
MAR Marriott International Inc 0.0%
Value ($000) $10 Shares 57 Est. Cost $161.79 Unrealized +4.4%
KMI Kinder Morgan Inc 0.0%
Value ($000) $10 Shares 605 Est. Cost $14.79 Unrealized 0.0%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $10 Shares 441 Est. Cost $22.72 Unrealized
EPR EPR Properties REIT 0.0%
Value ($000) $10 Shares 215 Est. Cost $50.59 Unrealized
WMB Williams Companies Inc 0.0%
Value ($000) $10 Shares 306 Est. Cost $22.75 Unrealized +17.7%
Marathon Oil Corp 0.0%
Value ($000) $10 Shares 428 Est. Cost $17.81 Unrealized
TBBK Bancorp Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $27.65 Unrealized +11.3%
HOG Harley-Davidson Inc 0.0%
Value ($000) $10 Shares 278 Est. Cost $37.32 Unrealized -6.4%
VB Vanguard Small-Cap Index Fund ETF 0.0%
Value ($000) $9 Shares 45 Est. Cost $198.89 Unrealized
PRFZ Invesco FTSE Rafi US 1500 Small-Mid ETF 0.0%
Value ($000) $9 Shares 52 Est. Cost $171.83 Unrealized
CBRE CBRE Group 0.0%
Value ($000) $9 Shares 110 Est. Cost $72.51 Unrealized +3.3%
Liberty Formula One Group C 0.0%
Value ($000) $9 Shares 116 Est. Cost $74.83 Unrealized
Black Knight, Inc. 0.0%
Value ($000) $8 Shares 140 Est. Cost $57.56 Unrealized
VNQ Vanguard Real Estate Index Fund ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.56 Unrealized
VXF Vanguard Extended Market Index ETF (MKT) 0.0%
Value ($000) $8 Shares 56 Est. Cost $148.82 Unrealized
MTN Vail Resorts Inc 0.0%
Value ($000) $8 Shares 33 Est. Cost $240.99 Unrealized +1.1%
NOC Northrop Grumman Corp 0.0%
Value ($000) $8 Shares 18 Est. Cost $442.02 Unrealized -1.9%
SHOP Shopify Inc 0.0%
Value ($000) $8 Shares 126 Est. Cost $106.36 Unrealized -46.9%
DXCM Dexcom Inc 0.0%
Value ($000) $8 Shares 61 Est. Cost $111.94 Unrealized +8.0%
CVU CPI Aerostructures Inc 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $2.62 Unrealized +38.2%
ARKK ARK Innovation ETF 0.0%
Value ($000) $8 Shares 176 Est. Cost $44.14 Unrealized
A Agilent Technologies, Inc. 0.0%
Value ($000) $8 Shares 64 Est. Cost $150.28 Unrealized -16.8%
Aspen Technology Inc 0.0%
Value ($000) $8 Shares 45 Est. Cost $228.87 Unrealized
HUBS HubSpot Inc 0.0%
Value ($000) $7 Shares 14 Est. Cost $650.44 Unrealized -27.9%
SNOW Snowflake, Inc. Class A 0.0%
Value ($000) $7 Shares 40 Est. Cost $146.61 Unrealized +10.9%
JKHY Jack Henry & Associates, Inc. 0.0%
Value ($000) $7 Shares 41 Est. Cost $160.56 Unrealized -6.4%
EEMV iShares MSCI Emerg Mkts Min Vol Fctr ETF 0.0%
Value ($000) $7 Shares 121 Est. Cost $53.05 Unrealized
PSMT PriceSmart, Inc. 0.0%
Value ($000) $7 Shares 89 Est. Cost $66.45 Unrealized +5.4%
VRSK Verisk Analytics, Inc. 0.0%
Value ($000) $7 Shares 29 Est. Cost $177.79 Unrealized +16.2%
CFG Citizens Financial Group, Inc. 0.0%
Value ($000) $6 Shares 244 Est. Cost $40.28 Unrealized -39.2%
ABNB Airbnb Inc Class A 0.0%
Value ($000) $6 Shares 49 Est. Cost $114.18 Unrealized +2.4%
Brookfield Renewable Corp Class A 0.0%
Value ($000) $6 Shares 192 Est. Cost $34.95 Unrealized
TEAM Atlassian Corp A 0.0%
Value ($000) $6 Shares 36 Est. Cost $159.52 Unrealized +0.4%
SNAP Snap Inc 0.0%
Value ($000) $6 Shares 500 Est. Cost $22.79 Unrealized -55.9%
TRU TransUnion 0.0%
Value ($000) $6 Shares 75 Est. Cost $64.40 Unrealized +5.9%
AXON Axon Enterprise Inc 0.0%
Value ($000) $6 Shares 30 Est. Cost $207.16 Unrealized 0.0%
TTD Trade Desk Inc 0.0%
Value ($000) $6 Shares 75 Est. Cost $53.23 Unrealized +27.1%
DCI Donaldson Co 0.0%
Value ($000) $6 Shares 91 Est. Cost $59.95 Unrealized -0.2%
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.0%
Value ($000) $6 Shares 135 Est. Cost $41.04 Unrealized
H Hyatt Hotels Corp Class A 0.0%
Value ($000) $6 Shares 48 Est. Cost $108.15 Unrealized +3.3%
SPIB SPDR Portfolio Intermediate Term Corp Bond ETF 0.0%
Value ($000) $5 Shares 159 Est. Cost $32.11 Unrealized
HAUZ XTrackers International Real Estate ETF 0.0%
Value ($000) $5 Shares 253 Est. Cost $20.12 Unrealized
BAM Brookfield Asset Management Ltd Class A 0.0%
Value ($000) $5 Shares 149 Est. Cost $29.36 Unrealized -0.0%
Laboratory Corp of America Holdings 0.0%
Value ($000) $5 Shares 20 Est. Cost $309.52 Unrealized
USRT iShare Core US REIT ETF 0.0%
Value ($000) $5 Shares 92 Est. Cost $51.41 Unrealized
UA Under Armour 0.0%
Value ($000) $5 Shares 684 Est. Cost $12.35 Unrealized -40.5%
Atrion Corp 0.0%
Value ($000) $5 Shares 8 Est. Cost $627.88 Unrealized
CACC Credit Acceptance Corp 0.0%
Value ($000) $4 Shares 8 Est. Cost $439.67 Unrealized +6.4%
CWAN Clearwater Analytics Holdings Inc Class A 0.0%
Value ($000) $4 Shares 250 Est. Cost $17.50 Unrealized -9.8%
ATR AptarGroup, Inc. 0.0%
Value ($000) $4 Shares 34 Est. Cost $109.35 Unrealized +3.4%
Dril-Quip Inc 0.0%
Value ($000) $4 Shares 166 Est. Cost $28.69 Unrealized
WIX Wix.Com Ltd. 0.0%
Value ($000) $4 Shares 48 Est. Cost $87.88 Unrealized -6.4%
Howard Hughes Corp 0.0%
Value ($000) $4 Shares 45 Est. Cost $80.00 Unrealized
HLN Haleon PLC Spon ADS 0.0%
Value ($000) $3 Shares 400 Est. Cost $8.38 Unrealized
EBND SPDR Blmbg Barclays Em Mkts 0.0%
Value ($000) $3 Shares 158 Est. Cost $21.16 Unrealized
ARKW Ark Next Generation Internet ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $58.62 Unrealized
ADM Archer Daniels 0.0%
Value ($000) $3 Shares 42 Est. Cost $74.39 Unrealized -6.8%
FITB Fifth Third Bancorp 0.0%
Value ($000) $3 Shares 116 Est. Cost $21.91 Unrealized +5.5%
ROST Ross Stores Inc 0.0%
Value ($000) $3 Shares 27 Est. Cost $98.51 Unrealized +3.7%
FG F&G Annuities & Life Inc 0.0%
Value ($000) $3 Shares 120 Est. Cost $18.85 Unrealized -2.7%
ULTA Ulta Salon Cosmetics & Fragrance Inc. 0.0%
Value ($000) $3 Shares 6 Est. Cost $513.25 Unrealized -4.6%
JBL Jabil Circuit Inc 0.0%
Value ($000) $3 Shares 26 Est. Cost $79.96 Unrealized +9.4%
BK Bank Of New York Mellon Corp 0.0%
Value ($000) $3 Shares 63 Est. Cost $44.75 Unrealized -10.8%
Summit Materials Inc Class A 0.0%
Value ($000) $3 Shares 73 Est. Cost $28.49 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $3 Shares 16 Est. Cost $172.27 Unrealized -5.5%
HPQ HP Inc 0.0%
Value ($000) $3 Shares 86 Est. Cost $28.19 Unrealized -3.8%
INTC Intel Corp 0.0%
Value ($000) $3 Shares 78 Est. Cost $31.28 Unrealized -1.8%
EMR Emerson Electric Co 0.0%
Value ($000) $2 Shares 27 Est. Cost $82.60 Unrealized -3.0%
GIS General Mills Inc 0.0%
Value ($000) $2 Shares 31 Est. Cost $71.95 Unrealized +7.7%
CSX CSX Corporation 0.0%
Value ($000) $2 Shares 69 Est. Cost $29.47 Unrealized +3.3%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $2 Shares 3 Est. Cost $750.05 Unrealized +2.2%
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $2 Shares 9 Est. Cost $189.14 Unrealized +15.1%
NTAP NetApp Inc. 0.0%
Value ($000) $2 Shares 27 Est. Cost $60.52 Unrealized +5.4%
PSA Public Storage 0.0%
Value ($000) $2 Shares 7 Est. Cost $260.60 Unrealized +0.1%
UAA Under Armour Inc Class A Shs 0.0%
Value ($000) $2 Shares 281 Est. Cost $21.14 Unrealized -61.9%
GLTR ABRDN Physical PRECMTLBSK SHRS Etf 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
WRB WR Berkley Cop 0.0%
Value ($000) $2 Shares 31 Est. Cost $41.60 Unrealized -11.9%
BSX Boston Scientific Corp 0.0%
Value ($000) $2 Shares 34 Est. Cost $43.63 Unrealized +19.7%
Kellogg Co 0.0%
Value ($000) $2 Shares 27 Est. Cost $57.22 Unrealized +1.9%
HUM Humana Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $507.93 Unrealized -3.9%
GILD Gilead Sciences Inc 0.0%
Value ($000) $2 Shares 23 Est. Cost $74.68 Unrealized -2.8%
TLH iShares 10-20 Year Treasury Bond (Mkt) 0.0%
Value ($000) $2 Shares 16 Est. Cost $108.19 Unrealized
HSY Hershey Co 0.0%
Value ($000) $2 Shares 7 Est. Cost $217.16 Unrealized +12.1%
NEO NeoGenomics, Inc. 0.0%
Value ($000) $2 Shares 108 Est. Cost $9.55 Unrealized +72.6%
LNT Alliant Energy Corp 0.0%
Value ($000) $2 Shares 33 Est. Cost $48.28 Unrealized +1.6%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $116.26 Unrealized +8.2%
ETR Entergy Corporation 0.0%
Value ($000) $2 Shares 16 Est. Cost $47.76 Unrealized -1.3%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $135.20 Unrealized -3.1%
CGNX Cognex Corp 0.0%
Value ($000) $2 Shares 27 Est. Cost $49.50 Unrealized +2.4%
AIG American International Group Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $54.69 Unrealized -7.4%
CNC Centene Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $70.99 Unrealized -6.1%
CHTR Charter Communications Inc. 0.0%
Value ($000) $1 Shares 4 Est. Cost $747.11 Unrealized -54.3%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $337.92 Unrealized +20.7%
SNA Snap-on Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $226.26 Unrealized +6.8%
Perimeter Solutions SA 0.0%
Value ($000) $1 Shares 228 Est. Cost $8.08 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $1 Shares 28 Est. Cost $43.10 Unrealized -1.4%
DAL Delta Airlines Inc 0.0%
Value ($000) $1 Shares 29 Est. Cost $46.94 Unrealized -23.5%
PEG Public Service Enterprise Group Inc 0.0%
Value ($000) $1 Shares 22 Est. Cost $54.89 Unrealized +4.1%
COMT iShares Commodities Select Strategy ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $28.19 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $1 Shares 9 Est. Cost $69.76 Unrealized -1.4%
NEM Newmont Mining Corp 0.0%
Value ($000) $1 Shares 30 Est. Cost $44.82 Unrealized -5.4%
CR Crane Co 0.0%
Value ($000) $1 Shares 14 Est. Cost $75.98 Unrealized 0.0%
OTIS Otis Worldwide 0.0%
Value ($000) $1 Shares 14 Est. Cost $78.91 Unrealized +2.2%
MU Micron Tech Inc 0.0%
Value ($000) $1 Shares 19 Est. Cost $57.76 Unrealized +9.9%
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $1 Shares 4 Est. Cost $255.40 Unrealized +8.9%
GWRE Guidewire Software 0.0%
Value ($000) $1 Shares 15 Est. Cost $72.71 Unrealized +5.3%
DTE DTE Energy Co 0.0%
Value ($000) $1 Shares 10 Est. Cost $101.08 Unrealized +0.4%
ED Consolidated Edison, Inc. 0.0%
Value ($000) $1 Shares 12 Est. Cost $84.80 Unrealized +2.9%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $1 Shares 474 Est. Cost $11.17 Unrealized -80.3%
EXC Exelon Corp. 0.0%
Value ($000) $1 Shares 26 Est. Cost $37.40 Unrealized +0.1%
FTNT Fortinet Inc. 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.85 Unrealized +19.6%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $1 Shares 5 Est. Cost $168.66 Unrealized +0.3%
EBAY Ebay Inc 0.0%
Value ($000) $1 Shares 21 Est. Cost $66.02 Unrealized -36.0%
PAYX Paychex Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $104.30 Unrealized -3.1%
HRL Hormel Foods Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $39.08 Unrealized -6.5%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $1 Shares 79 Est. Cost $12.71 Unrealized -25.5%
ENOV Colfax Corp 0.0%
Value ($000) $1 Shares 13 Est. Cost $64.47 Unrealized -11.7%
FNF Fidelity National Fin Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $30.18 Unrealized +0.7%
CXT Crane Holdings Co 0.0%
Value ($000) $1 Shares 14 Est. Cost $38.26 Unrealized +29.0%
SJM J M Smucker Co 0.0%
Value ($000) $1 Shares 5 Est. Cost $137.05 Unrealized +1.1%
CEG Constellation Energy Corp 0.0%
Value ($000) $1 Shares 8 Est. Cost $79.03 Unrealized +2.9%
HSIC Henry Schein, Inc. 0.0%
Value ($000) $1 Shares 9 Est. Cost $81.49 Unrealized -3.1%
MRNA Moderna Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $164.97 Unrealized -19.1%
LBRDK Liberty Broadband Corporation Series C 0.0%
Value ($000) $1 Shares 9 Est. Cost $80.82 Unrealized -10.4%
VMware Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $124.85 Unrealized
TROW T Rowe Price Group Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $168.65 Unrealized -42.8%
KW Kennedy-Wilson Holdings Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $17.03 Unrealized -6.2%
KEY Keycorp 0.0%
Value ($000) $1 Shares 69 Est. Cost $18.79 Unrealized -52.1%
Liberty Formula One Common Stock 0.0%
Value ($000) $1 Shares 9 Est. Cost $67.56 Unrealized
SLG SL Green Realty Corp Common Stock 0.0%
Value ($000) $1 Shares 20 Est. Cost $24.37 Unrealized
OGN Organon & Co 0.0%
Value ($000) $1 Shares 28 Est. Cost $24.89 Unrealized -23.3%
BF/B Brown-Forman Corp Class B Shs 0.0%
Value ($000) $1 Shares 8 Est. Cost $61.10 Unrealized -1.2%
UCB United Community Banks Inc Blairsville Ga 0.0%
Value ($000) $0 Shares 18 Est. Cost $27.68 Unrealized -10.4%
EPAM EPAM Systems Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $322.16 Unrealized -21.8%
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.83 Unrealized
ATHXQ Athersys Inc 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.24 Unrealized -27.6%
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.66 Unrealized -8.2%
PXH Invesco FTSE Rafi Emerging Markets ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.50 Unrealized
IDV iShares International Select Div 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.00 Unrealized
RBBN Ribbon Communications Inc Com 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.93 Unrealized -53.2%