Marquette Asset Management, LLC Diversified Active

CIK: 0001395067 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 15, 2022

Total Value ($000): $351,638 (100.0% shares, 0.0% debt)

Holdings (370)

SCHG SCHWAB STRATEGIC TR 18.9%
Value ($000) $66,381 Shares 1,144,697 Est. Cost $61.51 Unrealized
IWF ISHARES TR 9.1%
Value ($000) $32,105 Shares 146,800 Est. Cost $74.57 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 7.2%
Value ($000) $25,446 Shares 172,352 Est. Cost $115.77 Unrealized
SCHD SCHWAB STRATEGIC TR 6.1%
Value ($000) $21,595 Shares 301,483 Est. Cost $59.14 Unrealized
BSV VANGUARD BD INDEX FDS 6.0%
Value ($000) $21,153 Shares 275,468 Est. Cost $77.33 Unrealized
AVUV AMERICAN CENTY ETF TR 5.7%
Value ($000) $19,912 Shares 291,279 Est. Cost $50.86 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 5.1%
Value ($000) $17,767 Shares 355,616 Est. Cost $55.69 Unrealized
VO VANGUARD INDEX FDS 4.3%
Value ($000) $15,144 Shares 76,884 Est. Cost $173.52 Unrealized
KOMP SPDR SER TR 2.5%
Value ($000) $8,654 Shares 213,466 Est. Cost $40.54 Unrealized
IWD ISHARES TR 2.4%
Value ($000) $8,602 Shares 59,338 Est. Cost $86.91 Unrealized
SCHA SCHWAB STRATEGIC TR 2.0%
Value ($000) $6,882 Shares 176,502 Est. Cost $54.19 Unrealized
SPEM SPDR INDEX SHS FDS 1.9%
Value ($000) $6,815 Shares 196,003 Est. Cost $40.02 Unrealized
XLK SELECT SECTOR SPDR TR 1.7%
Value ($000) $5,975 Shares 47,000 Est. Cost $80.59 Unrealized
AVDV AMERICAN CENTY ETF TR 1.7%
Value ($000) $5,819 Shares 110,283 Est. Cost $52.98 Unrealized
IWC ISHARES TR 1.5%
Value ($000) $5,160 Shares 49,639 Est. Cost $103.21 Unrealized
IWM ISHARES TR 1.4%
Value ($000) $4,879 Shares 28,810 Est. Cost $119.98 Unrealized
SCHM SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,586 Shares 57,161 Est. Cost $43.45 Unrealized
XLV SELECT SECTOR SPDR TR 1.0%
Value ($000) $3,488 Shares 27,200 Est. Cost $95.62 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $3,344 Shares 8,863 Est. Cost $282.79 Unrealized
AMCOR PLC 0.9%
Value ($000) $3,204 Shares 257,745 Est. Cost $9.29 Unrealized +14.4%
EFA ISHARES TR 0.9%
Value ($000) $3,197 Shares 51,162 Est. Cost $60.61 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $3,190 Shares 18,115 Est. Cost $110.01 Unrealized
IWR ISHARES TR 0.9%
Value ($000) $3,168 Shares 48,992 Est. Cost $68.04 Unrealized
SCHE SCHWAB STRATEGIC TR 0.9%
Value ($000) $3,122 Shares 123,019 Est. Cost $23.86 Unrealized
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,830 Shares 89,970 Est. Cost $29.67 Unrealized
AVUS AMERICAN CENTY ETF TR 0.7%
Value ($000) $2,634 Shares 40,500 Est. Cost $63.01 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,536 Shares 80,633 Est. Cost $24.82 Unrealized
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,117 Shares 15,400 Est. Cost $122.99 Unrealized
XLC SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,003 Shares 36,900 Est. Cost $55.63 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $1,972 Shares 14,425 Est. Cost $91.65 Unrealized +62.2%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,906 Shares 21,818 Est. Cost $77.02 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,734 Shares 11,309 Est. Cost $139.16 Unrealized
EEM ISHARES TR 0.5%
Value ($000) $1,621 Shares 40,413 Est. Cost $35.80 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,595 Shares 22,100 Est. Cost $57.84 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $1,225 Shares 10,407 Est. Cost $72.24 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,131 Shares 5,073 Est. Cost $161.78 Unrealized
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,073 Shares 17,187 Est. Cost $43.92 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,051 Shares 14,700 Est. Cost $37.86 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $861 Shares 4,000 Est. Cost $158.83 Unrealized +25.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $812 Shares 1,581 Est. Cost $254.78 Unrealized +84.9%
MSFT MICROSOFT CORP 0.2%
Value ($000) $754 Shares 2,935 Est. Cost $80.58 Unrealized +226.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $722 Shares 2,644 Est. Cost $182.62 Unrealized +71.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $704 Shares 323 Est. Cost $60.60 Unrealized +92.8%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $701 Shares 10,000 Est. Cost $62.70 Unrealized
CHINOOK THERAPEUTICS INC 0.2%
Value ($000) $665 Shares 38,000 Est. Cost $16.18 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $574 Shares 7,800 Est. Cost $63.98 Unrealized
SLYV SPDR SER TR 0.2%
Value ($000) $573 Shares 7,918 Est. Cost $55.92 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $541 Shares 11,000 Est. Cost $51.14 Unrealized
SGA SAGA COMMUNICATIONS INC 0.2%
Value ($000) $540 Shares 21,729 Est. Cost $22.45 Unrealized +3.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $522 Shares 2,943 Est. Cost $114.40 Unrealized +39.8%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $500 Shares 9,818 Est. Cost $62.19 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $490 Shares 2,168 Est. Cost $118.92 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $459 Shares 210 Est. Cost $57.23 Unrealized +104.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $413 Shares 1,000 Est. Cost $263.00 Unrealized
BH BIGLARI HLDGS INC 0.1%
Value ($000) $368 Shares 3,000 Est. Cost $102.71 Unrealized +30.5%
WHG WESTWOOD HLDGS GROUP INC 0.1%
Value ($000) $357 Shares 25,852 Est. Cost $12.20 Unrealized +26.3%
UNP UNION PAC CORP 0.1%
Value ($000) $342 Shares 1,603 Est. Cost $172.09 Unrealized +21.3%
SPSC SPS COMM INC 0.1%
Value ($000) $336 Shares 2,968 Est. Cost $49.85 Unrealized +127.0%
V VISA INC 0.1%
Value ($000) $335 Shares 1,703 Est. Cost $154.70 Unrealized +30.0%
RELL RICHARDSON ELECTRS LTD 0.1%
Value ($000) $330 Shares 22,525 Est. Cost $3.98 Unrealized +210.1%
MMM 3M CO 0.1%
Value ($000) $318 Shares 2,454 Est. Cost $115.99 Unrealized -9.3%
LOW LOWES COS INC 0.1%
Value ($000) $308 Shares 1,766 Est. Cost $102.87 Unrealized +74.6%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $294 Shares 7,058 Est. Cost $39.68 Unrealized
ASA GOLD AND PRECIOUS MTLS L 0.1%
Value ($000) $292 Shares 19,916 Est. Cost $10.30 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $290 Shares 533 Est. Cost $273.93 Unrealized +98.8%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $278 Shares 159 Est. Cost $1936.71 Unrealized +8.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $254 Shares 3,111 Est. Cost $41.01 Unrealized
BURL BURLINGTON STORES INC 0.1%
Value ($000) $237 Shares 1,737 Est. Cost $159.56 Unrealized +13.4%
GOLDEN FALCON ACQUISITION CO 0.1%
Value ($000) $230 Shares 23,320 Est. Cost $9.69 Unrealized
CHURCHILL CAPITAL CORP V 0.1%
Value ($000) $229 Shares 23,320 Est. Cost $10.01 Unrealized
ALOT ASTRONOVA INC 0.1%
Value ($000) $227 Shares 18,928 Est. Cost $6.56 Unrealized +97.3%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $224 Shares 1,298 Est. Cost $129.60 Unrealized
RDN RADIAN GROUP INC 0.1%
Value ($000) $222 Shares 11,300 Est. Cost $19.14 Unrealized -2.8%
GEOS GEOSPACE TECHNOLOGIES CORP 0.1%
Value ($000) $222 Shares 46,895 Est. Cost $6.69 Unrealized -14.6%
GIFI GULF IS FABRICATION INC 0.1%
Value ($000) $212 Shares 63,151 Est. Cost $3.40 Unrealized +3.7%
OVERSEAS SHIPHOLDING GROUP I 0.1%
Value ($000) $210 Shares 102,550 Est. Cost $1.88 Unrealized
XL FLEET CORP 0.1%
Value ($000) $199 Shares 173,118 Est. Cost $1.27 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $198 Shares 1,400 Est. Cost $191.32 Unrealized -11.0%
META META PLATFORMS INC 0.1%
Value ($000) $198 Shares 1,227 Est. Cost $165.65 Unrealized +15.6%
TESSCO TECHNOLOGIES INC 0.1%
Value ($000) $194 Shares 32,861 Est. Cost $5.24 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $185 Shares 1,740 Est. Cost $123.74 Unrealized +1.1%
HURC HURCO CO 0.1%
Value ($000) $182 Shares 7,355 Est. Cost $27.65 Unrealized 0.0%
FAR PEAK ACQUISITION CORP 0.1%
Value ($000) $177 Shares 18,044 Est. Cost $9.98 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $177 Shares 461 Est. Cost $124.16 Unrealized +230.5%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $175 Shares 1,558 Est. Cost $92.03 Unrealized +22.8%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $175 Shares 525 Est. Cost $198.07 Unrealized +85.0%
NL NL INDS INC 0.0%
Value ($000) $174 Shares 17,654 Est. Cost $2.12 Unrealized +179.3%
VRA VERA BRADLEY INC 0.0%
Value ($000) $173 Shares 39,815 Est. Cost $6.11 Unrealized 0.0%
HAMILTON LANE ALLIANCE HLDGS 0.0%
Value ($000) $169 Shares 17,260 Est. Cost $9.73 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $164 Shares 1,102 Est. Cost $108.00 Unrealized +30.6%
ADVERUM BIOTECHNOLOGIES INC 0.0%
Value ($000) $159 Shares 132,769 Est. Cost $1.58 Unrealized
ASTROTECH CORP 0.0%
Value ($000) $158 Shares 367,864 Est. Cost $0.65 Unrealized
FTEK FUEL TECH INC 0.0%
Value ($000) $156 Shares 126,079 Est. Cost $1.49 Unrealized -12.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $155 Shares 2,026 Est. Cost $62.12 Unrealized +13.3%
GEMINI THERAPEUTICS INC 0.0%
Value ($000) $148 Shares 87,648 Est. Cost $1.46 Unrealized
TERN TERNS PHARMACEUTICALS INC 0.0%
Value ($000) $144 Shares 57,876 Est. Cost $4.02 Unrealized -50.3%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $143 Shares 509 Est. Cost $159.22 Unrealized +81.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $143 Shares 1,016 Est. Cost $108.73 Unrealized +8.1%
USB US BANCORP DEL 0.0%
Value ($000) $142 Shares 3,087 Est. Cost $42.35 Unrealized -1.1%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $142 Shares 2,228 Est. Cost $82.30 Unrealized
SVRA SAVARA INC 0.0%
Value ($000) $142 Shares 93,246 Est. Cost $1.19 Unrealized +10.5%
UNIVERSAL STAINLESS & ALLOY 0.0%
Value ($000) $141 Shares 19,106 Est. Cost $8.31 Unrealized
AXR AMREP CORP 0.0%
Value ($000) $140 Shares 12,462 Est. Cost $4.37 Unrealized +180.0%
LMNR LIMONEIRA CO 0.0%
Value ($000) $138 Shares 9,783 Est. Cost $11.75 Unrealized 0.0%
SGU STAR GROUP L P 0.0%
Value ($000) $138 Shares 15,000 Est. Cost $9.52 Unrealized +8.2%
SPRY SILVERBACK THERAPEUTICS INC 0.0%
Value ($000) $132 Shares 31,083 Est. Cost $3.49 Unrealized 0.0%
RMD RESMED INC 0.0%
Value ($000) $132 Shares 628 Est. Cost $97.04 Unrealized +112.3%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $132 Shares 998 Est. Cost $109.54 Unrealized
BOLT BIOTHERAPEUTICS INC 0.0%
Value ($000) $130 Shares 63,779 Est. Cost $2.04 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $127 Shares 502 Est. Cost $208.60 Unrealized +8.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $125 Shares 1,606 Est. Cost $91.73 Unrealized
PROPTECH INVESTMENT CORP II 0.0%
Value ($000) $124 Shares 12,549 Est. Cost $9.73 Unrealized
WINA WINMARK CORP 0.0%
Value ($000) $122 Shares 624 Est. Cost $164.47 Unrealized +24.6%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $122 Shares 4,722 Est. Cost $30.78 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $122 Shares 9,810 Est. Cost $12.44 Unrealized
ASSEMBLY BIOSCIENCES INC 0.0%
Value ($000) $122 Shares 58,246 Est. Cost $2.98 Unrealized
CATO CATO CORP NEW 0.0%
Value ($000) $118 Shares 10,182 Est. Cost $6.00 Unrealized +73.8%
TCR2 THERAPEUTICS INC 0.0%
Value ($000) $116 Shares 40,163 Est. Cost $3.73 Unrealized
OSIRIS ACQUISITION CORP 0.0%
Value ($000) $116 Shares 11,913 Est. Cost $9.72 Unrealized
ALCO ALICO INC 0.0%
Value ($000) $114 Shares 3,198 Est. Cost $28.40 Unrealized +33.3%
IFRX INFLARX NV 0.0%
Value ($000) $114 Shares 78,620 Est. Cost $2.28 Unrealized -33.3%
SPRUCE BIOSCIENCES INC 0.0%
Value ($000) $112 Shares 64,090 Est. Cost $3.47 Unrealized
DECIBEL THERAPEUTICS INC 0.0%
Value ($000) $108 Shares 25,704 Est. Cost $4.20 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $107 Shares 1,515 Est. Cost $56.88 Unrealized +13.1%
BLACKROCK MUNIHOLDINGS FD IN 0.0%
Value ($000) $106 Shares 8,318 Est. Cost $12.74 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $106 Shares 497 Est. Cost $131.38 Unrealized +86.0%
GALECTO INC 0.0%
Value ($000) $104 Shares 60,244 Est. Cost $2.82 Unrealized
LUMOS PHARMA INC 0.0%
Value ($000) $103 Shares 13,315 Est. Cost $9.83 Unrealized
CKX CKX LDS INC 0.0%
Value ($000) $103 Shares 9,240 Est. Cost $11.47 Unrealized -0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $99 Shares 570 Est. Cost $170.35 Unrealized -2.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $98 Shares 395 Est. Cost $170.64 Unrealized +32.7%
IMARA INC 0.0%
Value ($000) $96 Shares 78,579 Est. Cost $1.22 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $94 Shares 7,459 Est. Cost $12.60 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $93 Shares 1,325 Est. Cost $85.69 Unrealized -0.3%
RFL RAFAEL HLDGS INC 0.0%
Value ($000) $92 Shares 49,256 Est. Cost $1.99 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $91 Shares 10,000 Est. Cost $11.60 Unrealized
TCRX TSCAN THERAPEUTICS INC 0.0%
Value ($000) $91 Shares 28,895 Est. Cost $6.49 Unrealized -57.8%
RBCN RUBICON TECHNOLOGY INC 0.0%
Value ($000) $91 Shares 9,921 Est. Cost $8.59 Unrealized +6.4%
SPYG SPDR SER TR 0.0%
Value ($000) $86 Shares 1,640 Est. Cost $37.20 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $86 Shares 410 Est. Cost $168.08 Unrealized +24.2%
SAP SAP SE 0.0%
Value ($000) $81 Shares 890 Est. Cost $115.12 Unrealized
BLACKROCK MUNI INCOME TR II 0.0%
Value ($000) $79 Shares 7,143 Est. Cost $11.06 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $78 Shares 1,821 Est. Cost $38.61 Unrealized +10.9%
COOPER COS INC 0.0%
Value ($000) $75 Shares 240 Est. Cost $295.83 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $74 Shares 1,060 Est. Cost $94.45 Unrealized -8.4%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $72 Shares 150 Est. Cost $256.34 Unrealized +89.2%
IVV ISHARES TR 0.0%
Value ($000) $70 Shares 184 Est. Cost $309.16 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $70 Shares 1,353 Est. Cost $64.30 Unrealized
GRC GORMAN RUPP CO 0.0%
Value ($000) $68 Shares 2,418 Est. Cost $33.72 Unrealized -7.8%
STT STATE STR CORP 0.0%
Value ($000) $65 Shares 1,047 Est. Cost $45.01 Unrealized +38.4%
AMGN AMGEN INC 0.0%
Value ($000) $64 Shares 261 Est. Cost $203.29 Unrealized +7.5%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $63 Shares 4,772 Est. Cost $13.20 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $63 Shares 5,095 Est. Cost $12.37 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $61 Shares 326 Est. Cost $222.90 Unrealized
HEARTLAND FINL USA INC 0.0%
Value ($000) $61 Shares 1,479 Est. Cost $42.60 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $60 Shares 5,113 Est. Cost $11.73 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $58 Shares 428 Est. Cost $113.28 Unrealized +1.3%
AFL AFLAC INC 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $40.48 Unrealized +34.3%
ELEVATION ONCOLOGY INC 0.0%
Value ($000) $55 Shares 38,951 Est. Cost $3.32 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $54 Shares 300 Est. Cost $192.12 Unrealized +2.7%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $49 Shares 488 Est. Cost $127.52 Unrealized -3.6%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $48 Shares 2,763 Est. Cost $17.37 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $46 Shares 503 Est. Cost $60.29 Unrealized +31.4%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $46 Shares 501 Est. Cost $58.63 Unrealized +80.9%
CB CHUBB LIMITED 0.0%
Value ($000) $46 Shares 236 Est. Cost $119.53 Unrealized +64.2%
APG API GROUP CORP 0.0%
Value ($000) $45 Shares 3,000 Est. Cost $14.18 Unrealized -16.8%
UNILEVER PLC 0.0%
Value ($000) $45 Shares 981 Est. Cost $58.10 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $45 Shares 326 Est. Cost $95.83 Unrealized +64.4%
NUVEEN MULTI ASSET INCOME FU 0.0%
Value ($000) $44 Shares 3,312 Est. Cost $13.29 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $44 Shares 324 Est. Cost $96.90 Unrealized
ARCA BIOPHARMA INC 0.0%
Value ($000) $43 Shares 17,318 Est. Cost $2.31 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $43 Shares 300 Est. Cost $115.41 Unrealized +18.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $40 Shares 298 Est. Cost $87.92 Unrealized +36.8%
ECL ECOLAB INC 0.0%
Value ($000) $39 Shares 253 Est. Cost $176.36 Unrealized -9.8%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $39 Shares 5,107 Est. Cost $7.64 Unrealized
SVVC FIRSTHAND TECHNOLOGY VALUE F 0.0%
Value ($000) $38 Shares 20,764 Est. Cost $3.72 Unrealized -23.1%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $37 Shares 428 Est. Cost $49.83 Unrealized +59.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $36 Shares 195 Est. Cost $118.33 Unrealized +54.6%
DIS DISNEY WALT CO 0.0%
Value ($000) $35 Shares 368 Est. Cost $123.53 Unrealized -12.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $34 Shares 94 Est. Cost $279.73 Unrealized +45.5%
ABT ABBOTT LABS 0.0%
Value ($000) $33 Shares 308 Est. Cost $73.55 Unrealized +44.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $32 Shares 176 Est. Cost $128.20 Unrealized +19.6%
LAM RESEARCH CORP 0.0%
Value ($000) $32 Shares 75 Est. Cost $233.33 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $32 Shares 512 Est. Cost $46.98 Unrealized +21.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $32 Shares 342 Est. Cost $52.52 Unrealized +63.6%
NKE NIKE INC 0.0%
Value ($000) $31 Shares 306 Est. Cost $79.81 Unrealized +39.4%
ZTS ZOETIS INC 0.0%
Value ($000) $31 Shares 179 Est. Cost $116.26 Unrealized +43.4%
NVS NOVARTIS AG 0.0%
Value ($000) $31 Shares 365 Est. Cost $85.40 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $31 Shares 400 Est. Cost $59.81 Unrealized +15.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $29 Shares 222 Est. Cost $93.73 Unrealized +41.1%
NUE NUCOR CORP 0.0%
Value ($000) $29 Shares 282 Est. Cost $115.72 Unrealized +10.5%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $28 Shares 207 Est. Cost $106.78 Unrealized
BA BOEING CO 0.0%
Value ($000) $27 Shares 200 Est. Cost $297.40 Unrealized -50.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $25 Shares 84 Est. Cost $175.06 Unrealized +62.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $25 Shares 368 Est. Cost $42.70 Unrealized +44.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $24 Shares 247 Est. Cost $66.49 Unrealized +33.1%
ABBV ABBVIE INC 0.0%
Value ($000) $23 Shares 150 Est. Cost $62.32 Unrealized +115.2%
FDX FEDEX CORP 0.0%
Value ($000) $23 Shares 100 Est. Cost $143.27 Unrealized +37.3%
ATR APTARGROUP INC 0.0%
Value ($000) $22 Shares 215 Est. Cost $91.40 Unrealized +13.6%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $22 Shares 69 Est. Cost $207.20 Unrealized +62.8%
DEO DIAGEO PLC 0.0%
Value ($000) $21 Shares 121 Est. Cost $140.54 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $20 Shares 263 Est. Cost $58.78 Unrealized +5.2%
FSK FS KKR CAP CORP 0.0%
Value ($000) $20 Shares 1,033 Est. Cost $11.05 Unrealized +10.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $19 Shares 128 Est. Cost $17.16 Unrealized +9.8%
FDM FIRST TR DOW JONES SELECT MI 0.0%
Value ($000) $18 Shares 350 Est. Cost $51.43 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $17 Shares 3,241 Est. Cost $5.25 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $17 Shares 52 Est. Cost $266.57 Unrealized +17.8%
IWV ISHARES TR 0.0%
Value ($000) $17 Shares 79 Est. Cost $164.56 Unrealized
SRE SEMPRA 0.0%
Value ($000) $16 Shares 105 Est. Cost $47.92 Unrealized +48.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $14 Shares 100 Est. Cost $115.68 Unrealized +18.7%
KO COCA COLA CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $44.73 Unrealized +26.9%
ICUI ICU MED INC 0.0%
Value ($000) $12 Shares 74 Est. Cost $239.79 Unrealized -19.7%
NORDSTROM INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $26.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $11 Shares 103 Est. Cost $107.44 Unrealized +6.9%
ORCL ORACLE CORP 0.0%
Value ($000) $10 Shares 141 Est. Cost $76.97 Unrealized -9.3%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 218 Est. Cost $73.39 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $65.24 Unrealized +35.7%
IR INGERSOLL RAND INC 0.0%
Value ($000) $9 Shares 205 Est. Cost $32.56 Unrealized +39.2%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $55.00 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $8 Shares 400 Est. Cost $14.28 Unrealized +35.4%
NUVEEN SR INCOME FD 0.0%
Value ($000) $7 Shares 1,543 Est. Cost $4.54 Unrealized
NUVEEN SHORT DURATION CR OPP 0.0%
Value ($000) $7 Shares 600 Est. Cost $11.67 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6 Shares 144 Est. Cost $31.79 Unrealized +23.7%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $5 Shares 127 Est. Cost $48.47 Unrealized
BLACKROCK DEBT STRATEGIES FD 0.0%
Value ($000) $5 Shares 527 Est. Cost $9.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 76 Est. Cost $42.04 Unrealized -4.6%
ACWX ISHARES TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $47.30 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 69 Est. Cost $28.18 Unrealized -9.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 174 Est. Cost $17.46 Unrealized -33.3%
KEY KEYCORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.23 Unrealized +4.5%
RACE FERRARI N V 0.0%
Value ($000) $2 Shares 10 Est. Cost $122.47 Unrealized +62.5%
DAKT DAKTRONICS INC 0.0%
Value ($000) $2 Shares 800 Est. Cost $5.26 Unrealized -36.5%
OGN ORGANON & CO 0.0%
Value ($000) $2 Shares 49 Est. Cost $26.93 Unrealized +9.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $2 Shares 39 Est. Cost $45.33 Unrealized +20.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 6 Est. Cost $93.67 Unrealized -3.5%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $282.23 Unrealized -15.5%
TSLA TESLA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $311.47 Unrealized -12.4%
TS TENARIS S A 0.0%
Value ($000) $1 Shares 38 Est. Cost $22.73 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1 Shares 21 Est. Cost $42.85 Unrealized -10.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $75.59 Unrealized +11.2%
T AT&T INC 0.0%
Value ($000) $1 Shares 42 Est. Cost $15.01 Unrealized +8.6%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1 Shares 46 Est. Cost $20.83 Unrealized
GSK PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $52.15 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1 Shares 3 Est. Cost $196.92 Unrealized +2.8%
CSAN COSAN S A 0.0%
Value ($000) $1 Shares 43 Est. Cost $31.37 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $214.86 Unrealized +3.4%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $145.74 Unrealized +3.0%
AVGO BROADCOM INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $55.08 Unrealized -4.9%
PEP PEPSICO INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $148.59 Unrealized +0.8%
HD HOME DEPOT INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $103.50 Unrealized +159.9%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $119.38 Unrealized -21.6%
L LOEWS CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.02 Unrealized +1.8%
CRM SALESFORCE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $212.63 Unrealized -17.9%
SNY SANOFI 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
NATWEST GROUP PLC 0.0%
Value ($000) $1 Shares 93 Est. Cost $10.75 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $37.97 Unrealized +72.6%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $46.18 Unrealized -12.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $34.02 Unrealized -3.4%
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $35.14 Unrealized -36.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
KELLOGG CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $57.31 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1 Shares 3 Est. Cost $318.52 Unrealized -10.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $1 Shares 5 Est. Cost $133.03 Unrealized -7.3%
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $1 Shares 16 Est. Cost $74.22 Unrealized
JD JD.COM INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.0%
Value ($000) $1 Shares 18 Est. Cost $47.62 Unrealized
JAMF HLDG CORP 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $1 Shares 2 Est. Cost $295.03 Unrealized -2.1%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $1 Shares 8 Est. Cost $140.63 Unrealized
CHINA LIFE INS CO LTD 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $643.06 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.86 Unrealized +4.8%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $60.61 Unrealized +49.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.65 Unrealized +2.1%
CI CIGNA CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $218.34 Unrealized +10.6%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $1 Shares 299 Est. Cost $4.17 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $1 Shares 8 Est. Cost $84.62 Unrealized -14.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $115.07 Unrealized +9.5%
CME CME GROUP INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $194.45 Unrealized -6.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $147.85 Unrealized -15.5%
ABBNY ABB LTD 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $157.28 Unrealized -4.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $248.50 Unrealized +17.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $31.03 Unrealized +8.2%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $208.06 Unrealized 0.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $26.31 Unrealized +44.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $258.49 Unrealized -38.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 27 Est. Cost $13.63 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $248.25 Unrealized -9.0%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $15.78 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $32.07 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $63.45 Unrealized +19.2%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $317.61 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 4 Est. Cost $101.74 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $0 Shares 4 Est. Cost $118.86 Unrealized -5.3%
INTU INTUIT 0.0%
Value ($000) $0 Shares 1 Est. Cost $499.50 Unrealized -19.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $292.14 Unrealized -19.7%
KB KB FINL GROUP INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $76.92 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $95.32 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost $63.64 Unrealized -18.6%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $236.82 Unrealized -8.3%
JAMES HARDIE INDS PLC 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $252.93 Unrealized -10.5%
ALC ALCON AG 0.0%
Value ($000) $0 Shares 7 Est. Cost $76.31 Unrealized -5.4%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $159.27 Unrealized -18.3%
NMR NOMURA HLDGS INC 0.0%
Value ($000) $0 Shares 120 Est. Cost Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $133.96 Unrealized -10.5%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $0 Shares 9 Est. Cost $100.00 Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $0 Shares 3 Est. Cost $58.70 Unrealized 0.0%
APTIV PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
WPP WPP PLC NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $0 Shares 83 Est. Cost $12.20 Unrealized
WF WOORI FINL GROUP INC 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $325.21 Unrealized -10.8%
BANCOLOMBIA S A 0.0%
Value ($000) $0 Shares 16 Est. Cost $58.82 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $50.75 Unrealized -21.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $238.45 Unrealized 0.0%
MDB MONGODB INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $390.99 Unrealized -20.0%
WIT WIPRO LTD 0.0%
Value ($000) $0 Shares 88 Est. Cost $11.63 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.17 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $121.07 Unrealized -24.5%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $387.59 Unrealized -16.8%
SKM SK TELECOM LTD 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $43.34 Unrealized -6.1%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $37.46 Unrealized +28.8%
WAB WABTEC 0.0%
Value ($000) $0 Shares 4 Est. Cost $87.32 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $135.88 Unrealized -15.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.95 Unrealized +21.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $192.20 Unrealized -5.3%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $0 Shares 1 Est. Cost $587.05 Unrealized -17.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $69.00 Unrealized -19.1%
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 3 Est. Cost $126.58 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $104.27 Unrealized -30.9%
PCAR PACCAR INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $48.56 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $259.62 Unrealized -63.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.42 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.67 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $112.87 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $33.49 Unrealized -7.6%
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $67.77 Unrealized 0.0%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $0 Shares 3 Est. Cost $106.08 Unrealized +13.9%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $144.51 Unrealized +142.0%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $115.64 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $121.02 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $103.34 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.40 Unrealized +55.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $432.66 Unrealized +8.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $87.45 Unrealized -6.4%
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $194.89 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $140.45 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $158.60 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $154.08 Unrealized -27.4%
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.63 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $50.63 Unrealized -19.5%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 5 Est. Cost $94.86 Unrealized -4.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $39.89 Unrealized -19.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $63.23 Unrealized -9.2%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $101.21 Unrealized -4.2%
LEA LEAR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $147.03 Unrealized -18.4%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
GFI GOLD FIELDS LTD 0.0%
Value ($000) $0 Shares 46 Est. Cost Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $0 Shares 22 Est. Cost $17.59 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $45.65 Unrealized +7.8%