Global Trust Asset Management, LLC Diversified Active

CIK: 0001729672 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 7, 2022

Total Value ($000): $191,720 (100.0% shares, 0.0% debt)

Holdings (444)

SPY SPDR S&P 500 ETF TR 6.6%
Value ($000) $12,622 Shares 35,339 Est. Cost $251.20 Unrealized
QQQ INVESCO QQQ TR 5.4%
Value ($000) $10,393 Shares 38,886 Est. Cost $202.01 Unrealized
AAPL APPLE INC 4.3%
Value ($000) $8,237 Shares 59,601 Est. Cost $101.70 Unrealized +51.7%
VTI VANGUARD INDEX FDS 2.6%
Value ($000) $4,992 Shares 27,813 Est. Cost $167.69 Unrealized
IJH ISHARES TR 2.3%
Value ($000) $4,320 Shares 19,703 Est. Cost $188.69 Unrealized
PFF ISHARES TR 2.2%
Value ($000) $4,194 Shares 132,419 Est. Cost $38.29 Unrealized
IJR ISHARES TR 2.1%
Value ($000) $4,094 Shares 46,951 Est. Cost $78.42 Unrealized
VXUS VANGUARD STAR FDS 2.1%
Value ($000) $3,991 Shares 87,207 Est. Cost $54.33 Unrealized
NEE NEXTERA ENERGY INC 2.1%
Value ($000) $3,953 Shares 50,420 Est. Cost $59.47 Unrealized +29.7%
HYG ISHARES TR 2.0%
Value ($000) $3,743 Shares 52,423 Est. Cost $78.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $3,602 Shares 13,488 Est. Cost $217.26 Unrealized +31.0%
MSFT MICROSOFT CORP 1.8%
Value ($000) $3,359 Shares 14,423 Est. Cost $134.49 Unrealized +91.0%
DVY ISHARES TR 1.7%
Value ($000) $3,214 Shares 29,979 Est. Cost $110.97 Unrealized
IEFA ISHARES TR 1.7%
Value ($000) $3,186 Shares 60,486 Est. Cost $60.69 Unrealized
LOW LOWES COS INC 1.6%
Value ($000) $3,048 Shares 16,231 Est. Cost $86.31 Unrealized +111.3%
VTV VANGUARD INDEX FDS 1.4%
Value ($000) $2,750 Shares 22,268 Est. Cost $126.86 Unrealized
CVS CVS HEALTH CORP 1.4%
Value ($000) $2,705 Shares 28,368 Est. Cost $56.45 Unrealized +55.2%
WEC WEC ENERGY GROUP INC 1.4%
Value ($000) $2,632 Shares 29,428 Est. Cost $89.42 Unrealized +1.5%
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $2,593 Shares 9,121 Est. Cost $223.53 Unrealized +45.5%
DFCF DIMENSIONAL ETF TRUST 1.3%
Value ($000) $2,568 Shares 62,717 Est. Cost $43.62 Unrealized
DFAR DIMENSIONAL ETF TRUST 1.3%
Value ($000) $2,487 Shares 120,972 Est. Cost $22.78 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $2,424 Shares 55,393 Est. Cost $28.84 Unrealized +40.1%
VBK VANGUARD INDEX FDS 1.2%
Value ($000) $2,336 Shares 11,970 Est. Cost $217.01 Unrealized
IWF ISHARES TR 1.2%
Value ($000) $2,240 Shares 10,648 Est. Cost $187.57 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $2,112 Shares 18,689 Est. Cost $123.92 Unrealized +2.0%
MCK MCKESSON CORP 1.0%
Value ($000) $1,876 Shares 5,520 Est. Cost $137.72 Unrealized +147.8%
FLOT ISHARES TR 0.9%
Value ($000) $1,755 Shares 34,919 Est. Cost $50.07 Unrealized
V VISA INC 0.9%
Value ($000) $1,700 Shares 9,570 Est. Cost $146.04 Unrealized +35.8%
ENB ENBRIDGE INC 0.9%
Value ($000) $1,696 Shares 45,707 Est. Cost $22.92 Unrealized +47.5%
MRK MERCK & CO INC 0.8%
Value ($000) $1,599 Shares 18,564 Est. Cost $67.75 Unrealized +18.7%
DFIV DIMENSIONAL ETF TRUST 0.8%
Value ($000) $1,595 Shares 61,919 Est. Cost $29.16 Unrealized
LQD ISHARES TR 0.8%
Value ($000) $1,552 Shares 15,152 Est. Cost $132.22 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $1,540 Shares 42,214 Est. Cost $43.63 Unrealized
IWP ISHARES TR 0.8%
Value ($000) $1,509 Shares 19,238 Est. Cost $119.73 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,482 Shares 9,071 Est. Cost $127.82 Unrealized +19.6%
AGG ISHARES TR 0.8%
Value ($000) $1,462 Shares 15,179 Est. Cost $115.41 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,388 Shares 14,440 Est. Cost $107.84 Unrealized +2.8%
CAT CATERPILLAR INC 0.7%
Value ($000) $1,370 Shares 8,347 Est. Cost $167.74 Unrealized +2.7%
DFSV DIMENSIONAL ETF TRUST 0.7%
Value ($000) $1,362 Shares 62,516 Est. Cost $22.45 Unrealized
UNP UNION PAC CORP 0.7%
Value ($000) $1,353 Shares 6,945 Est. Cost $100.79 Unrealized +102.6%
NVO NOVO-NORDISK A S 0.7%
Value ($000) $1,302 Shares 13,065 Est. Cost $53.68 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,289 Shares 10,211 Est. Cost $97.06 Unrealized +34.6%
WMT WALMART INC 0.7%
Value ($000) $1,286 Shares 9,909 Est. Cost $39.20 Unrealized +7.1%
DFIP DIMENSIONAL ETF TRUST 0.7%
Value ($000) $1,282 Shares 31,530 Est. Cost $43.98 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,266 Shares 2,680 Est. Cost $357.91 Unrealized +39.2%
HD HOME DEPOT INC 0.6%
Value ($000) $1,195 Shares 4,332 Est. Cost $197.12 Unrealized +37.3%
WCC WESCO INTL INC 0.6%
Value ($000) $1,193 Shares 9,991 Est. Cost $39.64 Unrealized +206.9%
PEP PEPSICO INC 0.6%
Value ($000) $1,173 Shares 7,182 Est. Cost $109.86 Unrealized +40.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.6%
Value ($000) $1,149 Shares 18,833 Est. Cost $56.39 Unrealized +7.6%
JNK SPDR SER TR 0.6%
Value ($000) $1,148 Shares 13,063 Est. Cost $105.34 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $1,140 Shares 12,086 Est. Cost $135.27 Unrealized -22.7%
AVDV AMERICAN CENTY ETF TR 0.6%
Value ($000) $1,068 Shares 22,482 Est. Cost $47.01 Unrealized
AMAT APPLIED MATLS INC 0.5%
Value ($000) $996 Shares 12,156 Est. Cost $49.12 Unrealized +90.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $975 Shares 11,907 Est. Cost $54.75 Unrealized +53.1%
EEM ISHARES TR 0.5%
Value ($000) $968 Shares 27,757 Est. Cost $42.99 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $966 Shares 43,457 Est. Cost $22.90 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.5%
Value ($000) $930 Shares 48,745 Est. Cost $20.88 Unrealized
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $911 Shares 5,561 Est. Cost $76.93 Unrealized +12.6%
COR AMERISOURCEBERGEN CORP 0.5%
Value ($000) $909 Shares 6,719 Est. Cost $63.39 Unrealized +119.4%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $900 Shares 1,782 Est. Cost $314.70 Unrealized +57.3%
IWS ISHARES TR 0.5%
Value ($000) $896 Shares 9,324 Est. Cost $81.42 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $876 Shares 8,382 Est. Cost $104.16 Unrealized +1.4%
DUHP DIMENSIONAL ETF TRUST 0.5%
Value ($000) $863 Shares 40,447 Est. Cost $22.19 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $843 Shares 15,043 Est. Cost $70.51 Unrealized
CTVA CORTEVA INC 0.4%
Value ($000) $795 Shares 13,916 Est. Cost $25.42 Unrealized +121.0%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $769 Shares 1,695 Est. Cost $331.59 Unrealized +37.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $733 Shares 1,898 Est. Cost $315.29 Unrealized +20.8%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $723 Shares 2,466 Est. Cost $305.86 Unrealized -2.9%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $662 Shares 4,608 Est. Cost $92.45 Unrealized +43.7%
IWD ISHARES TR 0.3%
Value ($000) $639 Shares 4,701 Est. Cost $143.30 Unrealized
SDY SPDR SER TR 0.3%
Value ($000) $635 Shares 5,700 Est. Cost $111.18 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $625 Shares 12,393 Est. Cost $25.73 Unrealized -13.5%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $613 Shares 3,383 Est. Cost $100.97 Unrealized +117.0%
CI CIGNA CORP NEW 0.3%
Value ($000) $604 Shares 2,177 Est. Cost $180.20 Unrealized +46.9%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $594 Shares 2,052 Est. Cost $236.36 Unrealized +21.7%
IJJ ISHARES TR 0.3%
Value ($000) $589 Shares 6,539 Est. Cost $125.00 Unrealized
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $563 Shares 2,346 Est. Cost $112.08 Unrealized +107.0%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $563 Shares 33,860 Est. Cost $12.66 Unrealized +16.7%
MLM MARTIN MARIETTA MATLS INC 0.3%
Value ($000) $562 Shares 1,746 Est. Cost $178.32 Unrealized +85.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $551 Shares 2,386 Est. Cost $177.20 Unrealized +33.3%
HSY HERSHEY CO 0.3%
Value ($000) $546 Shares 2,476 Est. Cost $189.15 Unrealized +8.5%
DFAS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $542 Shares 11,645 Est. Cost $47.37 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $528 Shares 8,644 Est. Cost $43.50 Unrealized +61.3%
KO COCA COLA CO 0.3%
Value ($000) $509 Shares 9,080 Est. Cost $51.40 Unrealized +9.1%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $507 Shares 5,345 Est. Cost $105.54 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $493 Shares 3,677 Est. Cost $103.03 Unrealized +23.4%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $490 Shares 2,715 Est. Cost $129.01 Unrealized +40.8%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $488 Shares 6,081 Est. Cost $87.49 Unrealized
MMM 3M CO 0.2%
Value ($000) $471 Shares 4,258 Est. Cost $117.39 Unrealized -17.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $456 Shares 11,346 Est. Cost $37.41 Unrealized +5.2%
CWB SPDR SER TR 0.2%
Value ($000) $437 Shares 6,910 Est. Cost $59.88 Unrealized
WPP WPP PLC NEW 0.2%
Value ($000) $432 Shares 10,487 Est. Cost $66.12 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $429 Shares 2,498 Est. Cost $191.16 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $427 Shares 907 Est. Cost $313.84 Unrealized +43.6%
AVRE AMERICAN CENTY ETF TR 0.2%
Value ($000) $411 Shares 10,545 Est. Cost $55.82 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $410 Shares 6,260 Est. Cost $70.84 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $395 Shares 1,375 Est. Cost $260.89 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $390 Shares 2,236 Est. Cost $192.57 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $389 Shares 9,970 Est. Cost $39.37 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $381 Shares 1,177 Est. Cost $220.56 Unrealized +39.7%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $366 Shares 1,725 Est. Cost $134.71 Unrealized +56.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $360 Shares 2,231 Est. Cost $115.43 Unrealized +39.0%
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $348 Shares 7,628 Est. Cost $59.14 Unrealized
WHR WHIRLPOOL CORP 0.2%
Value ($000) $345 Shares 2,562 Est. Cost $218.13 Unrealized -27.0%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $341 Shares 2,676 Est. Cost $143.40 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $318 Shares 3,320 Est. Cost $109.68 Unrealized +0.3%
LAM RESEARCH CORP 0.2%
Value ($000) $314 Shares 859 Est. Cost $550.06 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $309 Shares 3,352 Est. Cost $67.53 Unrealized +48.5%
INTC INTEL CORP 0.2%
Value ($000) $304 Shares 11,800 Est. Cost $44.26 Unrealized -27.0%
CRM SALESFORCE INC 0.2%
Value ($000) $300 Shares 2,089 Est. Cost $189.69 Unrealized -11.7%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $299 Shares 182 Est. Cost $1755.46 Unrealized +5.3%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value ($000) $296 Shares 1,335 Est. Cost $178.33 Unrealized +16.6%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $292 Shares 4,110 Est. Cost $55.06 Unrealized +13.1%
MSM MSC INDL DIRECT INC 0.2%
Value ($000) $291 Shares 3,991 Est. Cost $68.28 Unrealized +15.4%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $291 Shares 1,057 Est. Cost $516.30 Unrealized -26.7%
IJS ISHARES TR 0.1%
Value ($000) $287 Shares 3,485 Est. Cost $120.53 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $285 Shares 9,650 Est. Cost $28.22 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $280 Shares 6,090 Est. Cost $46.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $276 Shares 2,322 Est. Cost $108.94 Unrealized +6.1%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $271 Shares 5,642 Est. Cost $52.10 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $266 Shares 2,754 Est. Cost $95.96 Unrealized +4.2%
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $248 Shares 3,750 Est. Cost $79.75 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $245 Shares 2,036 Est. Cost $61.79 Unrealized +73.9%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $243 Shares 3,648 Est. Cost $56.98 Unrealized +19.4%
NVS NOVARTIS AG 0.1%
Value ($000) $242 Shares 3,186 Est. Cost $81.82 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $241 Shares 2,510 Est. Cost $105.97 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $241 Shares 795 Est. Cost $354.61 Unrealized -5.6%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $233 Shares 1,926 Est. Cost $114.30 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $233 Shares 1,397 Est. Cost $132.56 Unrealized +22.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $232 Shares 1,716 Est. Cost $159.63 Unrealized -9.2%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $230 Shares 3,642 Est. Cost $47.54 Unrealized +26.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $229 Shares 1,641 Est. Cost $76.11 Unrealized +95.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $228 Shares 2,972 Est. Cost $40.93 Unrealized +65.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $224 Shares 3,270 Est. Cost $104.09 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $217 Shares 5,695 Est. Cost $40.22 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $211 Shares 2,419 Est. Cost $54.79 Unrealized +48.5%
NFLX NETFLIX INC 0.1%
Value ($000) $209 Shares 888 Est. Cost $44.57 Unrealized -50.2%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $202 Shares 3,501 Est. Cost $62.30 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $197 Shares 763 Est. Cost $177.66 Unrealized +35.5%
D DOMINION ENERGY INC 0.1%
Value ($000) $196 Shares 2,843 Est. Cost $62.60 Unrealized +9.2%
SNY SANOFI 0.1%
Value ($000) $194 Shares 5,090 Est. Cost $42.95 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $182 Shares 2,740 Est. Cost $75.38 Unrealized
DE DEERE & CO 0.1%
Value ($000) $179 Shares 536 Est. Cost $255.98 Unrealized +27.6%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $174 Shares 2,027 Est. Cost $88.87 Unrealized -8.3%
FFIV F5 INC 0.1%
Value ($000) $173 Shares 1,194 Est. Cost $134.80 Unrealized +17.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $170 Shares 818 Est. Cost $163.33 Unrealized +31.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $168 Shares 720 Est. Cost $197.73 Unrealized +14.5%
AMGN AMGEN INC 0.1%
Value ($000) $165 Shares 733 Est. Cost $196.32 Unrealized +11.0%
LKQ LKQ CORP 0.1%
Value ($000) $158 Shares 3,347 Est. Cost $22.09 Unrealized +116.2%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $156 Shares 1,815 Est. Cost $138.51 Unrealized -36.1%
META META PLATFORMS INC 0.1%
Value ($000) $154 Shares 1,137 Est. Cost $170.94 Unrealized -5.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $154 Shares 903 Est. Cost $211.69 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $154 Shares 18,986 Est. Cost $21.66 Unrealized -58.9%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $153 Shares 716 Est. Cost $256.08 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $152 Shares 4,227 Est. Cost $45.14 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $145 Shares 3,030 Est. Cost $57.47 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $143 Shares 345 Est. Cost $621.60 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value ($000) $142 Shares 6,915 Est. Cost $15.59 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $141 Shares 530 Est. Cost $276.53 Unrealized +1.0%
SPYG SPDR SER TR 0.1%
Value ($000) $141 Shares 2,813 Est. Cost $57.18 Unrealized
BWA BORGWARNER INC 0.1%
Value ($000) $140 Shares 4,469 Est. Cost $27.65 Unrealized +11.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $136 Shares 378 Est. Cost $399.03 Unrealized -0.2%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $127 Shares 673 Est. Cost $221.11 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $124 Shares 1,275 Est. Cost $105.15 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $121 Shares 815 Est. Cost $154.13 Unrealized -7.3%
IFRA ISHARES TR 0.1%
Value ($000) $121 Shares 3,743 Est. Cost $32.80 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $118 Shares 718 Est. Cost $231.43 Unrealized -13.7%
VIPER ENERGY PARTNERS LP 0.1%
Value ($000) $116 Shares 4,055 Est. Cost $14.51 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $112 Shares 1,309 Est. Cost $146.72 Unrealized -37.2%
FTNT FORTINET INC 0.1%
Value ($000) $111 Shares 2,250 Est. Cost $56.05 Unrealized -3.3%
BJAN INNOVATOR ETFS TR 0.1%
Value ($000) $109 Shares 3,500 Est. Cost $25.14 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $108 Shares 480 Est. Cost $131.57 Unrealized +72.4%
FDIS FIDELITY COVINGTON TRUST 0.1%
Value ($000) $107 Shares 1,763 Est. Cost $72.16 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $107 Shares 1,439 Est. Cost $82.63 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $106 Shares 2,311 Est. Cost $40.12 Unrealized
UNILEVER PLC 0.1%
Value ($000) $105 Shares 2,399 Est. Cost $55.13 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $102 Shares 2,439 Est. Cost $53.14 Unrealized -12.8%
VMWARE INC 0.1%
Value ($000) $100 Shares 944 Est. Cost $147.43 Unrealized
XME SPDR SER TR 0.1%
Value ($000) $98 Shares 2,308 Est. Cost $42.43 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $95 Shares 360 Est. Cost $83.00 Unrealized +192.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $95 Shares 1,128 Est. Cost $63.76 Unrealized +22.9%
ABBNY ABB LTD 0.0%
Value ($000) $92 Shares 3,574 Est. Cost $19.49 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $92 Shares 990 Est. Cost $86.63 Unrealized +8.5%
DOCU DOCUSIGN INC 0.0%
Value ($000) $89 Shares 1,660 Est. Cost $196.58 Unrealized -68.1%
KRE SPDR SER TR 0.0%
Value ($000) $89 Shares 1,510 Est. Cost $63.09 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $88 Shares 1,310 Est. Cost $77.46 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $86 Shares 769 Est. Cost $73.09 Unrealized +33.6%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $86 Shares 1,135 Est. Cost $117.20 Unrealized -27.3%
BX BLACKSTONE INC 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $50.30 Unrealized +73.5%
DOV DOVER CORP 0.0%
Value ($000) $83 Shares 715 Est. Cost $111.11 Unrealized +10.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $78 Shares 608 Est. Cost $153.80 Unrealized -16.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $78 Shares 966 Est. Cost $70.63 Unrealized +14.4%
PSX PHILLIPS 66 0.0%
Value ($000) $78 Shares 964 Est. Cost $69.29 Unrealized +8.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $77 Shares 301 Est. Cost $176.73 Unrealized +55.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $74 Shares 146 Est. Cost $555.50 Unrealized -0.2%
USHY ISHARES TR 0.0%
Value ($000) $72 Shares 2,145 Est. Cost $41.09 Unrealized
SOUTHSTATE CORPORATION 0.0%
Value ($000) $71 Shares 900 Est. Cost $47.78 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $70 Shares 459 Est. Cost $157.30 Unrealized -3.3%
NJAN INNOVATOR ETFS TR 0.0%
Value ($000) $69 Shares 2,000 Est. Cost $39.00 Unrealized
PII POLARIS INC 0.0%
Value ($000) $69 Shares 725 Est. Cost $120.05 Unrealized -6.6%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $69 Shares 543 Est. Cost $158.48 Unrealized
NURE NUSHARES ETF TR 0.0%
Value ($000) $68 Shares 2,300 Est. Cost $35.58 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $67 Shares 1,200 Est. Cost $53.34 Unrealized +7.5%
LIT GLOBAL X FDS 0.0%
Value ($000) $66 Shares 1,002 Est. Cost $66.30 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $64 Shares 1,265 Est. Cost $62.16 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $64 Shares 280 Est. Cost $210.23 Unrealized +9.1%
XOP SPDR SER TR 0.0%
Value ($000) $63 Shares 503 Est. Cost $112.05 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $62 Shares 720 Est. Cost $68.08 Unrealized +26.1%
MNA INDEXIQ ETF TR 0.0%
Value ($000) $62 Shares 1,989 Est. Cost $31.53 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $61 Shares 1,524 Est. Cost $40.72 Unrealized -1.6%
HESS CORP 0.0%
Value ($000) $59 Shares 537 Est. Cost $109.87 Unrealized
FISV FISERV INC 0.0%
Value ($000) $56 Shares 600 Est. Cost $108.58 Unrealized -6.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $55 Shares 1,364 Est. Cost $31.89 Unrealized +3.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $54 Shares 482 Est. Cost $91.01 Unrealized +39.6%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $53 Shares 291 Est. Cost $144.57 Unrealized +29.8%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $50 Shares 2,600 Est. Cost $21.62 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $50 Shares 3,226 Est. Cost $13.69 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $48.00 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $45 Shares 376 Est. Cost $157.36 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $45 Shares 112 Est. Cost $517.86 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $45 Shares 663 Est. Cost $40.68 Unrealized +64.5%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $45 Shares 948 Est. Cost $67.32 Unrealized -12.4%
IWM ISHARES TR 0.0%
Value ($000) $45 Shares 275 Est. Cost $185.57 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $44 Shares 1,107 Est. Cost $49.43 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $44 Shares 260 Est. Cost $203.04 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $44 Shares 709 Est. Cost $55.44 Unrealized +0.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $44 Shares 620 Est. Cost $61.50 Unrealized +17.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $42 Shares 1,107 Est. Cost $42.12 Unrealized -15.1%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $42 Shares 722 Est. Cost $65.64 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $42 Shares 250 Est. Cost $162.72 Unrealized 0.0%
TLT ISHARES TR 0.0%
Value ($000) $41 Shares 399 Est. Cost $102.76 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $41 Shares 1,501 Est. Cost $30.85 Unrealized -9.6%
T AT&T INC 0.0%
Value ($000) $41 Shares 2,671 Est. Cost $16.48 Unrealized -8.4%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $40 Shares 270 Est. Cost $135.01 Unrealized +16.2%
IVV ISHARES TR 0.0%
Value ($000) $40 Shares 113 Est. Cost $263.78 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $38 Shares 284 Est. Cost $132.24 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $37 Shares 350 Est. Cost $113.20 Unrealized -3.9%
PROSHARES TR 0.0%
Value ($000) $37 Shares 2,500 Est. Cost $14.80 Unrealized
PMAR INNOVATOR ETFS TR 0.0%
Value ($000) $36 Shares 1,230 Est. Cost $26.88 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $35 Shares 193 Est. Cost $129.55 Unrealized +40.3%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $33 Shares 909 Est. Cost $41.80 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $32 Shares 210 Est. Cost $139.61 Unrealized +24.8%
C CITIGROUP INC 0.0%
Value ($000) $31 Shares 747 Est. Cost $54.82 Unrealized -20.3%
IGV ISHARES TR 0.0%
Value ($000) $31 Shares 125 Est. Cost $284.38 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $30 Shares 487 Est. Cost $62.95 Unrealized -31.4%
NAPR INNOVATOR ETFS TR 0.0%
Value ($000) $30 Shares 900 Est. Cost $35.17 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $30 Shares 75 Est. Cost $402.75 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value ($000) $29 Shares 512 Est. Cost $194.80 Unrealized -55.8%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $29 Shares 710 Est. Cost $46.14 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $28 Shares 600 Est. Cost $50.42 Unrealized
BNOV INNOVATOR ETFS TR 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $23.00 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $28 Shares 510 Est. Cost $134.97 Unrealized -47.5%
KXI ISHARES TR 0.0%
Value ($000) $28 Shares 531 Est. Cost $77.24 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $21.33 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $27 Shares 533 Est. Cost $50.25 Unrealized
SPLUNK INC 0.0%
Value ($000) $27 Shares 357 Est. Cost $148.59 Unrealized
GENERAL AMERN INVS CO INC 0.0%
Value ($000) $27 Shares 784 Est. Cost $44.64 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $26 Shares 1,614 Est. Cost $21.36 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $20.83 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 304 Est. Cost $91.52 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $25 Shares 408 Est. Cost $49.08 Unrealized +23.7%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $25 Shares 2,400 Est. Cost $10.83 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $24 Shares 1,097 Est. Cost $17.35 Unrealized +23.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $24 Shares 122 Est. Cost $150.49 Unrealized +26.7%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $24 Shares 400 Est. Cost $74.60 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $23 Shares 1,050 Est. Cost $23.90 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $22 Shares 182 Est. Cost $21.64 Unrealized -27.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $22 Shares 600 Est. Cost $51.58 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $21 Shares 208 Est. Cost $144.16 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $21 Shares 413 Est. Cost $62.16 Unrealized
FTXR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $21 Shares 900 Est. Cost $32.26 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $21 Shares 125 Est. Cost $151.67 Unrealized 0.0%
SUB ISHARES TR 0.0%
Value ($000) $21 Shares 200 Est. Cost $105.00 Unrealized
DOW DOW INC 0.0%
Value ($000) $21 Shares 475 Est. Cost $45.04 Unrealized -7.9%
TIP ISHARES TR 0.0%
Value ($000) $21 Shares 203 Est. Cost $125.86 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $21 Shares 402 Est. Cost $62.39 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.00 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $20 Shares 525 Est. Cost $40.00 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $20 Shares 276 Est. Cost $88.84 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $133.39 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $20 Shares 168 Est. Cost $202.26 Unrealized -24.2%
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $19 Shares 502 Est. Cost $47.38 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $19 Shares 91 Est. Cost $221.40 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $19 Shares 100 Est. Cost $308.64 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $19 Shares 604 Est. Cost $52.03 Unrealized -31.9%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $19 Shares 400 Est. Cost $54.94 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $18 Shares 75 Est. Cost $364.99 Unrealized -17.3%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $18 Shares 256 Est. Cost $82.95 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $18 Shares 399 Est. Cost $55.77 Unrealized -24.4%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $17 Shares 183 Est. Cost $92.90 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $47.96 Unrealized +1.8%
F FORD MTR CO DEL 0.0%
Value ($000) $17 Shares 1,481 Est. Cost $12.79 Unrealized -15.0%
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $16 Shares 4,499 Est. Cost $3.33 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $16 Shares 100 Est. Cost $202.52 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $15 Shares 159 Est. Cost $89.87 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $15 Shares 101 Est. Cost $182.41 Unrealized -14.4%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $14 Shares 215 Est. Cost $195.40 Unrealized -64.3%
IWR ISHARES TR 0.0%
Value ($000) $14 Shares 225 Est. Cost $43.17 Unrealized
BFEB INNOVATOR ETFS TR 0.0%
Value ($000) $14 Shares 500 Est. Cost $24.00 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $14 Shares 388 Est. Cost $51.24 Unrealized -34.8%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $13 Shares 42 Est. Cost $377.21 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $63.42 Unrealized +13.3%
ETF MANAGERS TR 0.0%
Value ($000) $13 Shares 300 Est. Cost $60.73 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $12 Shares 64 Est. Cost $318.77 Unrealized -37.9%
AVGO BROADCOM INC 0.0%
Value ($000) $12 Shares 28 Est. Cost $48.08 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 99 Est. Cost $148.97 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $12 Shares 331 Est. Cost $32.61 Unrealized +5.4%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 202 Est. Cost $65.89 Unrealized
KJUL INNOVATOR ETFS TR 0.0%
Value ($000) $12 Shares 500 Est. Cost $25.88 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $11 Shares 250 Est. Cost $40.89 Unrealized -1.7%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $11 Shares 80 Est. Cost $137.50 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $11 Shares 450 Est. Cost $26.28 Unrealized -2.4%
IEMG ISHARES INC 0.0%
Value ($000) $11 Shares 249 Est. Cost $56.65 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $11 Shares 250 Est. Cost $27.28 Unrealized +58.5%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 303 Est. Cost $64.82 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $10 Shares 47 Est. Cost $196.18 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $10 Shares 265 Est. Cost $29.34 Unrealized +36.7%
HPQ HP INC 0.0%
Value ($000) $10 Shares 403 Est. Cost $30.32 Unrealized -10.9%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $9 Shares 18 Est. Cost $457.04 Unrealized +10.0%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $78.40 Unrealized -21.6%
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $9 Shares 200 Est. Cost $56.20 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $9 Shares 207 Est. Cost $48.05 Unrealized
QLTA ISHARES TR 0.0%
Value ($000) $9 Shares 204 Est. Cost $57.78 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 51 Est. Cost $189.76 Unrealized +3.2%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 1,146 Est. Cost $10.83 Unrealized -7.5%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 200 Est. Cost $52.16 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $8 Shares 111 Est. Cost $77.62 Unrealized 0.0%
SCZ ISHARES TR 0.0%
Value ($000) $8 Shares 170 Est. Cost $61.69 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $8 Shares 195 Est. Cost $49.45 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 250 Est. Cost $60.85 Unrealized -44.0%
ZS ZSCALER INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $251.10 Unrealized -34.8%
PFFA ETFIS SER TR I 0.0%
Value ($000) $8 Shares 400 Est. Cost $25.01 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $8 Shares 125 Est. Cost $134.42 Unrealized -36.7%
CHAMPIONX CORPORATION 0.0%
Value ($000) $7 Shares 339 Est. Cost $14.75 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 156 Est. Cost $53.93 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 105 Est. Cost $64.39 Unrealized
SPMD SPDR SER TR 0.0%
Value ($000) $7 Shares 189 Est. Cost $25.97 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $7 Shares 150 Est. Cost $61.21 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $7 Shares 15 Est. Cost $311.72 Unrealized +63.6%
PAVE GLOBAL X FDS 0.0%
Value ($000) $7 Shares 300 Est. Cost $28.80 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $7 Shares 572 Est. Cost $18.55 Unrealized -26.7%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 100 Est. Cost $67.14 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $7 Shares 150 Est. Cost $46.67 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $6 Shares 232 Est. Cost $17.24 Unrealized
KELLOGG CO 0.0%
Value ($000) $6 Shares 84 Est. Cost $50.01 Unrealized +22.3%
LINDE PLC 0.0%
Value ($000) $6 Shares 21 Est. Cost $190.48 Unrealized
PLRX PLIANT THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 291 Est. Cost $19.13 Unrealized 0.0%
GSK GSK PLC 0.0%
Value ($000) $6 Shares 220 Est. Cost $27.27 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $6 Shares 164 Est. Cost $41.58 Unrealized -7.0%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $67.74 Unrealized -7.7%
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value ($000) $6 Shares 603 Est. Cost $8.52 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $6 Shares 53 Est. Cost $122.93 Unrealized -7.0%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $6 Shares 755 Est. Cost $9.90 Unrealized 0.0%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 240 Est. Cost $16.89 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $5 Shares 71 Est. Cost $74.87 Unrealized -11.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $5 Shares 145 Est. Cost $27.79 Unrealized +13.2%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 100 Est. Cost $67.27 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 200 Est. Cost $33.03 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5 Shares 100 Est. Cost $62.37 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $5 Shares 127 Est. Cost $35.65 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $5 Shares 616 Est. Cost $27.42 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $5 Shares 230 Est. Cost $25.47 Unrealized -15.2%
CONCORD ACQUISITION CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 100 Est. Cost $59.47 Unrealized
FIRST TR INTER DURATN PFD & 0.0%
Value ($000) $4 Shares 226 Est. Cost $22.56 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $182.23 Unrealized -56.1%
WAB WABTEC 0.0%
Value ($000) $4 Shares 48 Est. Cost $69.17 Unrealized +25.3%
XBI SPDR SER TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $95.00 Unrealized
BLACKROCK INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $750.00 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $4 Shares 255 Est. Cost $18.49 Unrealized
PAYSAFE LIMITED 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $3.33 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $58.58 Unrealized +38.2%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $4 Shares 132 Est. Cost $30.30 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $4 Shares 545 Est. Cost $18.93 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $78.91 Unrealized +92.2%
CRNT CERAGON NETWORKS LTD 0.0%
Value ($000) $3 Shares 1,570 Est. Cost $2.38 Unrealized 0.0%
HOMOLOGY MEDICINES INC 0.0%
Value ($000) $3 Shares 1,602 Est. Cost $1.87 Unrealized
FISKER INC 0.0%
Value ($000) $3 Shares 356 Est. Cost $8.43 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $3 Shares 75 Est. Cost $54.97 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.50 Unrealized
CSX CSX CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.29 Unrealized -11.1%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $39.38 Unrealized -22.3%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.58 Unrealized +7.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $160.21 Unrealized -36.5%
POWW AMMO INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.27 Unrealized 0.0%
MOTIVE CAPITAL CORP II 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
ALTERYX INC 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.18 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $736.13 Unrealized +195.9%
GHYG ISHARES INC 0.0%
Value ($000) $2 Shares 53 Est. Cost $49.87 Unrealized
RH RH 0.0%
Value ($000) $2 Shares 10 Est. Cost $90.43 Unrealized +198.5%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.22 Unrealized
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.09 Unrealized +20.0%
ATRECA INC 0.0%
Value ($000) $2 Shares 963 Est. Cost $2.08 Unrealized
QSI QUANTUM SI INC 0.0%
Value ($000) $2 Shares 855 Est. Cost $3.20 Unrealized 0.0%
EQRX INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $2 Shares 126 Est. Cost $15.58 Unrealized 0.0%
IXC ISHARES TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $35.54 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $41.14 Unrealized +16.7%
IYE ISHARES TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 5 Est. Cost $314.69 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.72 Unrealized
INTELLIGENT MEDI ACQSITN COR 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 23 Est. Cost $85.53 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.39 Unrealized
NKTX NKARTA INC 0.0%
Value ($000) $2 Shares 172 Est. Cost $14.31 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $43.00 Unrealized +8.4%
NKE NIKE INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $86.53 Unrealized +17.4%
SANA SANA BIOTECHNOLOGY INC 0.0%
Value ($000) $2 Shares 298 Est. Cost $7.22 Unrealized 0.0%
PASSAGE BIO INC 0.0%
Value ($000) $1 Shares 537 Est. Cost $1.86 Unrealized
BDTX BLACK DIAMOND THERAPEUTICS I 0.0%
Value ($000) $1 Shares 634 Est. Cost $3.08 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.86 Unrealized +45.8%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1 Shares 24 Est. Cost $25.91 Unrealized +16.2%
RRC RANGE RES CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $17.99 Unrealized +68.1%
SOLID BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $0.40 Unrealized
AI C3 AI INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $17.94 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $83.39 Unrealized -31.7%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 17 Est. Cost $76.75 Unrealized
GLW CORNING INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.23 Unrealized +21.9%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.74 Unrealized 0.0%
ICF ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $102.38 Unrealized
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $25.01 Unrealized -0.9%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $24.55 Unrealized +15.7%
IAU ISHARES GOLD TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.48 Unrealized +45.9%
ITOT ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
CIFR CIPHER MINING INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.76 Unrealized 0.0%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.59 Unrealized +118.2%
EEMV ISHARES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.07 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.05 Unrealized -30.9%
INTELLIGENT MEDI ACQSITN COR 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
EQRX INC 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.56 Unrealized +830.2%
RBLX ROBLOX CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.70 Unrealized -40.7%
GATX GATX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.08 Unrealized +27.7%
QUANERGY SYSTEMS INC 0.0%
Value ($000) $0 Shares 892 Est. Cost Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $121.81 Unrealized -91.7%
TWITTER INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $45.45 Unrealized
MOTIVE CAPITAL CORP II 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.40 Unrealized +32.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $224.67 Unrealized +4.4%
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.76 Unrealized -38.9%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.18 Unrealized -4.4%