EP Wealth Advisors, LLC Diversified Active

CIK: 0001540569 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Dec 2, 2022

Total Value ($000): $4,409,412 (100.0% shares, 0.0% debt)

Holdings (342)

VUG VANGUARD INDEX FDS 13.4%
Value ($000) $589,902 Shares 2,757,195 Est. Cost $220.58 Unrealized
VTV VANGUARD INDEX FDS 7.0%
Value ($000) $307,499 Shares 2,490,271 Est. Cost $113.25 Unrealized
NEAR ISHARES U S ETF TR 6.3%
Value ($000) $279,239 Shares 5,668,677 Est. Cost $49.26 Unrealized
AAPL APPLE INC 4.4%
Value ($000) $192,570 Shares 1,393,418 Est. Cost $110.34 Unrealized +39.8%
MSFT MICROSOFT CORP 2.9%
Value ($000) $128,058 Shares 549,840 Est. Cost $165.93 Unrealized +54.8%
AMZN AMAZON COM INC 1.7%
Value ($000) $75,373 Shares 667,014 Est. Cost $125.20 Unrealized +1.0%
IGSB ISHARES TR 1.7%
Value ($000) $75,183 Shares 1,525,629 Est. Cost $51.61 Unrealized
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $74,710 Shares 209,167 Est. Cost $806.39 Unrealized
GOOGL ALPHABET INC 1.5%
Value ($000) $66,634 Shares 696,647 Est. Cost $108.19 Unrealized +1.7%
VIGI VANGUARD WHITEHALL FDS 1.5%
Value ($000) $64,531 Shares 1,040,993 Est. Cost $74.63 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $63,696 Shares 389,910 Est. Cost $109.99 Unrealized +39.0%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $62,040 Shares 131,366 Est. Cost $213.25 Unrealized +133.6%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $59,400 Shares 568,419 Est. Cost $83.46 Unrealized +26.6%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $56,748 Shares 649,956 Est. Cost $54.45 Unrealized +49.4%
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $47,433 Shares 1,299,880 Est. Cost $45.43 Unrealized
AVGO BROADCOM INC 1.1%
Value ($000) $47,199 Shares 106,303 Est. Cost $30.32 Unrealized +58.6%
IWN ISHARES TR 1.1%
Value ($000) $47,080 Shares 365,157 Est. Cost $106.12 Unrealized
V VISA INC 1.0%
Value ($000) $45,742 Shares 257,481 Est. Cost $130.05 Unrealized +52.5%
PEP PEPSICO INC 1.0%
Value ($000) $45,610 Shares 279,368 Est. Cost $100.33 Unrealized +53.9%
AGG ISHARES TR 1.0%
Value ($000) $44,850 Shares 465,543 Est. Cost $106.66 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 1.0%
Value ($000) $44,730 Shares 284,252 Est. Cost $123.82 Unrealized +29.3%
HON HONEYWELL INTL INC 1.0%
Value ($000) $43,448 Shares 260,213 Est. Cost $167.53 Unrealized -3.2%
AMT AMERICAN TOWER CORP NEW 1.0%
Value ($000) $43,015 Shares 200,349 Est. Cost $152.85 Unrealized +49.7%
FMC FMC CORP 1.0%
Value ($000) $42,524 Shares 402,310 Est. Cost $79.70 Unrealized +19.1%
GOVT ISHARES TR 0.9%
Value ($000) $41,827 Shares 1,837,751 Est. Cost $22.76 Unrealized
CSCO CISCO SYS INC 0.9%
Value ($000) $37,981 Shares 949,524 Est. Cost $42.01 Unrealized -4.7%
DIS DISNEY WALT CO 0.9%
Value ($000) $37,640 Shares 399,025 Est. Cost $107.28 Unrealized -2.5%
BLACKROCK INC 0.9%
Value ($000) $37,519 Shares 68,181 Est. Cost $740.56 Unrealized
VOT VANGUARD INDEX FDS 0.8%
Value ($000) $37,128 Shares 217,711 Est. Cost $198.92 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $36,752 Shares 516,977 Est. Cost $51.33 Unrealized +21.4%
VLO VALERO ENERGY CORP 0.8%
Value ($000) $36,225 Shares 339,027 Est. Cost $53.11 Unrealized +87.1%
CVS CVS HEALTH CORP 0.8%
Value ($000) $36,195 Shares 379,526 Est. Cost $55.22 Unrealized +58.7%
VOE VANGUARD INDEX FDS 0.8%
Value ($000) $35,870 Shares 294,570 Est. Cost $136.71 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.8%
Value ($000) $35,402 Shares 908,455 Est. Cost $45.45 Unrealized
HCA HCA HEALTHCARE INC 0.8%
Value ($000) $35,289 Shares 192,007 Est. Cost $145.35 Unrealized +33.2%
MUB ISHARES TR 0.8%
Value ($000) $34,449 Shares 335,822 Est. Cost $108.48 Unrealized
ALL ALLSTATE CORP 0.8%
Value ($000) $33,287 Shares 267,303 Est. Cost $93.97 Unrealized +21.9%
SYK STRYKER CORPORATION 0.7%
Value ($000) $32,540 Shares 160,660 Est. Cost $140.07 Unrealized +44.9%
UNP UNION PAC CORP 0.7%
Value ($000) $31,590 Shares 162,148 Est. Cost $138.74 Unrealized +47.2%
GM GENERAL MTRS CO 0.7%
Value ($000) $31,306 Shares 975,572 Est. Cost $47.32 Unrealized -25.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $31,239 Shares 116,990 Est. Cost $251.04 Unrealized +13.4%
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $30,764 Shares 254,018 Est. Cost $120.91 Unrealized
SRE SEMPRA 0.7%
Value ($000) $29,397 Shares 196,059 Est. Cost $70.00 Unrealized +3.6%
GPN GLOBAL PMTS INC 0.7%
Value ($000) $28,852 Shares 267,024 Est. Cost $153.31 Unrealized -22.2%
DFAC DIMENSIONAL ETF TRUST 0.6%
Value ($000) $25,557 Shares 1,149,151 Est. Cost $27.58 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $25,460 Shares 70,988 Est. Cost $348.25 Unrealized
SPGI S&P GLOBAL INC 0.6%
Value ($000) $25,054 Shares 82,050 Est. Cost $208.33 Unrealized +66.9%
ZTS ZOETIS INC 0.5%
Value ($000) $24,058 Shares 162,233 Est. Cost $140.15 Unrealized +15.2%
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $23,759 Shares 653,442 Est. Cost $46.46 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $23,103 Shares 346,214 Est. Cost $74.98 Unrealized
ESGD ISHARES TR 0.5%
Value ($000) $22,881 Shares 407,643 Est. Cost $67.11 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $22,429 Shares 44,410 Est. Cost $381.60 Unrealized +29.7%
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $21,236 Shares 108,830 Est. Cost $229.26 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $20,391 Shares 150,289 Est. Cost $161.42 Unrealized -0.3%
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $20,383 Shares 423,409 Est. Cost $49.87 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $19,082 Shares 111,650 Est. Cost $152.44 Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $18,941 Shares 417,937 Est. Cost $47.69 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $18,127 Shares 134,116 Est. Cost $141.09 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $16,476 Shares 59,707 Est. Cost $229.06 Unrealized +18.2%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $15,615 Shares 235,064 Est. Cost $68.28 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $15,160 Shares 72,051 Est. Cost $237.25 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $14,685 Shares 81,825 Est. Cost $178.11 Unrealized
CMF ISHARES TR 0.3%
Value ($000) $14,179 Shares 261,505 Est. Cost $60.63 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $13,977 Shares 145,371 Est. Cost $108.68 Unrealized +2.0%
LOW LOWES COS INC 0.3%
Value ($000) $13,740 Shares 73,158 Est. Cost $164.61 Unrealized +10.8%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $13,732 Shares 95,578 Est. Cost $93.49 Unrealized +42.1%
ABBV ABBVIE INC 0.3%
Value ($000) $12,612 Shares 93,975 Est. Cost $111.53 Unrealized +14.0%
IWD ISHARES TR 0.3%
Value ($000) $12,471 Shares 91,706 Est. Cost $121.22 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $12,449 Shares 26,468 Est. Cost $354.58 Unrealized +27.1%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $12,262 Shares 103,235 Est. Cost $98.71 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $11,871 Shares 82,781 Est. Cost $166.66 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $11,569 Shares 22,809 Est. Cost $375.21 Unrealized +47.7%
MDYV SPDR SER TR 0.3%
Value ($000) $11,153 Shares 192,890 Est. Cost $57.82 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $11,144 Shares 48,296 Est. Cost $205.03 Unrealized +15.2%
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $10,470 Shares 225,064 Est. Cost $56.06 Unrealized
AVUV AMERICAN CENTY ETF TR 0.2%
Value ($000) $10,358 Shares 156,612 Est. Cost $79.74 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $9,907 Shares 37,067 Est. Cost $338.55 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $9,893 Shares 30,133 Est. Cost $361.88 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $9,823 Shares 133,677 Est. Cost $81.30 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $9,383 Shares 167,529 Est. Cost $62.70 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $9,343 Shares 35,224 Est. Cost $247.45 Unrealized +12.9%
MRK MERCK & CO INC 0.2%
Value ($000) $9,235 Shares 107,233 Est. Cost $76.51 Unrealized +5.1%
DFIV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $8,887 Shares 344,979 Est. Cost $28.50 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $8,618 Shares 53,492 Est. Cost $174.50 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $8,514 Shares 287,525 Est. Cost $31.60 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $8,420 Shares 82,022 Est. Cost $104.54 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $8,119 Shares 103,514 Est. Cost $105.67 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $8,071 Shares 24,960 Est. Cost $267.54 Unrealized +15.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $7,950 Shares 70,368 Est. Cost $117.62 Unrealized +8.0%
SUSB ISHARES TR 0.2%
Value ($000) $7,742 Shares 329,599 Est. Cost $24.71 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $7,731 Shares 88,667 Est. Cost $96.81 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $7,717 Shares 61,123 Est. Cost $107.26 Unrealized +21.8%
CTAS CINTAS CORP 0.2%
Value ($000) $7,612 Shares 19,610 Est. Cost $80.96 Unrealized +22.4%
MCK MCKESSON CORP 0.2%
Value ($000) $7,596 Shares 22,350 Est. Cost $281.94 Unrealized +21.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $7,206 Shares 28,007 Est. Cost $247.61 Unrealized +10.9%
VWOB VANGUARD WHITEHALL FDS 0.2%
Value ($000) $7,157 Shares 124,488 Est. Cost $65.60 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $6,851 Shares 45,878 Est. Cost $131.15 Unrealized +4.8%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $6,812 Shares 91,701 Est. Cost $78.05 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $6,686 Shares 31,514 Est. Cost $184.26 Unrealized +14.4%
IVW ISHARES TR 0.2%
Value ($000) $6,671 Shares 115,322 Est. Cost $63.58 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $6,486 Shares 28,775 Est. Cost $184.72 Unrealized +17.9%
PFE PFIZER INC 0.1%
Value ($000) $6,419 Shares 146,695 Est. Cost $31.79 Unrealized +27.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $6,369 Shares 24,659 Est. Cost $230.36 Unrealized +4.5%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $6,216 Shares 123,937 Est. Cost $50.70 Unrealized
ISHARES TR 0.1%
Value ($000) $6,102 Shares 244,586 Est. Cost $26.27 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $5,618 Shares 20,247 Est. Cost $252.76 Unrealized +4.8%
ABT ABBOTT LABS 0.1%
Value ($000) $5,553 Shares 57,385 Est. Cost $99.08 Unrealized +0.9%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $5,521 Shares 45,478 Est. Cost $18.43 Unrealized -14.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $5,455 Shares 18,987 Est. Cost $313.14 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $5,438 Shares 69,359 Est. Cost $71.75 Unrealized +7.5%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,424 Shares 38,079 Est. Cost $151.64 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $5,383 Shares 75,403 Est. Cost $74.95 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $4,837 Shares 120,260 Est. Cost $36.93 Unrealized +6.6%
IVE ISHARES TR 0.1%
Value ($000) $4,697 Shares 36,551 Est. Cost $191.64 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $4,655 Shares 65,256 Est. Cost $75.64 Unrealized
VFVA VANGUARD WELLINGTON FD 0.1%
Value ($000) $4,619 Shares 53,185 Est. Cost $106.72 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $4,617 Shares 20,410 Est. Cost $201.13 Unrealized +8.9%
TGT TARGET CORP 0.1%
Value ($000) $4,582 Shares 30,880 Est. Cost $122.60 Unrealized +16.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $4,543 Shares 11,762 Est. Cost $338.93 Unrealized +12.3%
IWO ISHARES TR 0.1%
Value ($000) $4,537 Shares 21,960 Est. Cost $201.60 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,471 Shares 80,117 Est. Cost $72.95 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $4,410 Shares 146,040 Est. Cost $27.47 Unrealized +11.3%
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $4,381 Shares 87,100 Est. Cost $51.04 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $4,353 Shares 19,457 Est. Cost $229.92 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $4,049 Shares 116,098 Est. Cost $45.37 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $4,029 Shares 18,080 Est. Cost $223.07 Unrealized +5.1%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $3,981 Shares 86,672 Est. Cost $63.32 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $3,955 Shares 23,979 Est. Cost $155.29 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $3,894 Shares 96,587 Est. Cost $44.75 Unrealized -12.3%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $3,861 Shares 64,217 Est. Cost $52.38 Unrealized +1.1%
IWV ISHARES TR 0.1%
Value ($000) $3,852 Shares 18,603 Est. Cost $198.33 Unrealized
ISHARES TR 0.1%
Value ($000) $3,783 Shares 151,124 Est. Cost $25.57 Unrealized
ESML ISHARES TR 0.1%
Value ($000) $3,750 Shares 122,263 Est. Cost $28.22 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $3,663 Shares 65,386 Est. Cost $40.88 Unrealized +37.1%
IJK ISHARES TR 0.1%
Value ($000) $3,628 Shares 57,573 Est. Cost $86.24 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $3,576 Shares 37,226 Est. Cost $85.57 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $3,556 Shares 44,788 Est. Cost $101.04 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $3,553 Shares 27,912 Est. Cost $106.90 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $3,470 Shares 52,489 Est. Cost $66.28 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $3,448 Shares 43,009 Est. Cost $99.88 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,442 Shares 58,827 Est. Cost $58.21 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $3,392 Shares 146,399 Est. Cost $24.18 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,386 Shares 44,741 Est. Cost $88.79 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $3,386 Shares 30,370 Est. Cost $104.19 Unrealized
WMT WALMART INC 0.1%
Value ($000) $3,291 Shares 25,374 Est. Cost $38.13 Unrealized +10.2%
ACWI ISHARES TR 0.1%
Value ($000) $3,262 Shares 41,918 Est. Cost $79.92 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,242 Shares 45,009 Est. Cost $53.68 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $3,190 Shares 16,167 Est. Cost $186.98 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $3,170 Shares 14,458 Est. Cost $2097.92 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,125 Shares 53,584 Est. Cost $69.42 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $3,062 Shares 80,651 Est. Cost $40.33 Unrealized -11.3%
DLN WISDOMTREE TR 0.1%
Value ($000) $2,999 Shares 54,273 Est. Cost $73.91 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $2,985 Shares 83,494 Est. Cost $34.96 Unrealized +6.6%
ISHARES TR 0.1%
Value ($000) $2,976 Shares 122,225 Est. Cost $26.58 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,972 Shares 65,904 Est. Cost $54.00 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $2,956 Shares 25,356 Est. Cost $119.70 Unrealized +2.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $2,939 Shares 35,563 Est. Cost $84.17 Unrealized +14.3%
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $2,891 Shares 92,352 Est. Cost $31.30 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $2,885 Shares 35,245 Est. Cost $98.88 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,879 Shares 49,811 Est. Cost $61.50 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $2,849 Shares 35,417 Est. Cost $74.27 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $2,842 Shares 15,117 Est. Cost $211.10 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $2,829 Shares 34,317 Est. Cost $105.26 Unrealized
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $2,805 Shares 10,109 Est. Cost $248.63 Unrealized +8.5%
NKE NIKE INC 0.1%
Value ($000) $2,804 Shares 33,730 Est. Cost $88.25 Unrealized +15.1%
HSY HERSHEY CO 0.1%
Value ($000) $2,788 Shares 12,644 Est. Cost $197.83 Unrealized +3.8%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,637 Shares 69,761 Est. Cost $69.30 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $2,622 Shares 41,375 Est. Cost $96.11 Unrealized -11.4%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $2,622 Shares 16,032 Est. Cost $203.44 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2,604 Shares 38,526 Est. Cost $58.72 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $2,574 Shares 15,934 Est. Cost $98.78 Unrealized +62.5%
IUSV ISHARES TR 0.1%
Value ($000) $2,530 Shares 40,409 Est. Cost $67.47 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $2,498 Shares 47,431 Est. Cost $64.73 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $2,441 Shares 51,392 Est. Cost $64.55 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $2,421 Shares 26,984 Est. Cost $99.27 Unrealized
T AT&T INC 0.1%
Value ($000) $2,401 Shares 156,543 Est. Cost $15.52 Unrealized -2.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $2,393 Shares 17,737 Est. Cost $148.16 Unrealized -2.2%
QAI INDEXIQ ETF TR 0.1%
Value ($000) $2,327 Shares 83,887 Est. Cost $29.39 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $2,322 Shares 33,059 Est. Cost $72.33 Unrealized +0.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2,320 Shares 19,527 Est. Cost $105.77 Unrealized +9.3%
BA BOEING CO 0.1%
Value ($000) $2,313 Shares 19,101 Est. Cost $252.89 Unrealized -39.4%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $2,273 Shares 23,955 Est. Cost $95.55 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $2,211 Shares 23,772 Est. Cost $85.86 Unrealized +9.5%
IYY ISHARES TR 0.0%
Value ($000) $2,181 Shares 24,873 Est. Cost $120.32 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $2,138 Shares 27,475 Est. Cost $89.37 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $2,102 Shares 29,621 Est. Cost $38.96 Unrealized +84.4%
DJP BARCLAYS BANK PLC 0.0%
Value ($000) $2,044 Shares 62,120 Est. Cost $26.99 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $2,040 Shares 22,687 Est. Cost $94.77 Unrealized
NUS NU SKIN ENTERPRISES INC 0.0%
Value ($000) $2,008 Shares 60,176 Est. Cost $43.18 Unrealized -14.9%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,993 Shares 41,610 Est. Cost $71.22 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1,989 Shares 77,196 Est. Cost $42.69 Unrealized -24.3%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,975 Shares 34,153 Est. Cost $52.58 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $1,963 Shares 27,058 Est. Cost $82.97 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,891 Shares 23,649 Est. Cost $68.69 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $1,853 Shares 41,877 Est. Cost $36.98 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,838 Shares 55,659 Est. Cost $27.71 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1,800 Shares 25,049 Est. Cost $57.02 Unrealized +16.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,776 Shares 11,087 Est. Cost $141.08 Unrealized +10.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $1,723 Shares 11,138 Est. Cost $150.27 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $1,723 Shares 22,492 Est. Cost $48.99 Unrealized +38.4%
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,722 Shares 77,973 Est. Cost $24.11 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $1,695 Shares 36,776 Est. Cost $54.24 Unrealized -11.9%
ORCL ORACLE CORP 0.0%
Value ($000) $1,610 Shares 26,371 Est. Cost $54.03 Unrealized +29.8%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,570 Shares 12,435 Est. Cost $170.50 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,538 Shares 15,440 Est. Cost $93.92 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,501 Shares 15,111 Est. Cost $66.30 Unrealized +31.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1,471 Shares 17,955 Est. Cost $93.51 Unrealized -0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,441 Shares 12,808 Est. Cost $110.74 Unrealized +3.2%
DVY ISHARES TR 0.0%
Value ($000) $1,414 Shares 13,189 Est. Cost $95.28 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,400 Shares 31,551 Est. Cost $55.20 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $1,387 Shares 22,315 Est. Cost $69.74 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,386 Shares 34,330 Est. Cost $28.68 Unrealized +15.3%
FLTR VANECK ETF TRUST 0.0%
Value ($000) $1,382 Shares 55,654 Est. Cost $24.83 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,378 Shares 13,462 Est. Cost $36.82 Unrealized +139.5%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,376 Shares 54,701 Est. Cost $27.95 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,375 Shares 45,278 Est. Cost $69.62 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $1,363 Shares 21,530 Est. Cost $67.93 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $1,358 Shares 27,649 Est. Cost $49.48 Unrealized -8.8%
DGRO ISHARES TR 0.0%
Value ($000) $1,310 Shares 29,459 Est. Cost $46.64 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $1,305 Shares 24,317 Est. Cost $86.65 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,256 Shares 11,367 Est. Cost $109.67 Unrealized -12.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $1,254 Shares 11,796 Est. Cost $89.62 Unrealized +21.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,233 Shares 42,031 Est. Cost $33.76 Unrealized -0.3%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,230 Shares 16,443 Est. Cost $80.82 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1,194 Shares 11,381 Est. Cost $117.60 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $1,146 Shares 30,435 Est. Cost $30.08 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,129 Shares 42,396 Est. Cost $30.37 Unrealized -2.5%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $1,118 Shares 15,045 Est. Cost $76.37 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1,081 Shares 21,971 Est. Cost $35.55 Unrealized +39.6%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,052 Shares 12,699 Est. Cost $102.51 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $1,050 Shares 13,099 Est. Cost $88.67 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $1,047 Shares 27,186 Est. Cost $40.09 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $1,036 Shares 10,200 Est. Cost $67.50 Unrealized +65.1%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,020 Shares 22,092 Est. Cost $67.27 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $1,018 Shares 23,155 Est. Cost $44.49 Unrealized 0.0%
SSD SIMPSON MFG INC 0.0%
Value ($000) $990 Shares 12,627 Est. Cost $114.83 Unrealized -18.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $986 Shares 11,884 Est. Cost $65.07 Unrealized +24.4%
BX BLACKSTONE INC 0.0%
Value ($000) $962 Shares 11,488 Est. Cost $85.78 Unrealized +1.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $950 Shares 11,769 Est. Cost $87.67 Unrealized -7.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $946 Shares 17,245 Est. Cost $48.81 Unrealized +16.0%
SPTM SPDR SER TR 0.0%
Value ($000) $936 Shares 21,219 Est. Cost $41.79 Unrealized
ISHARES TR 0.0%
Value ($000) $933 Shares 36,027 Est. Cost $26.36 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value ($000) $901 Shares 13,862 Est. Cost $95.94 Unrealized -27.6%
WPC WP CAREY INC 0.0%
Value ($000) $899 Shares 12,878 Est. Cost $71.11 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $899 Shares 23,169 Est. Cost $49.02 Unrealized
TTC TORO CO 0.0%
Value ($000) $889 Shares 10,276 Est. Cost $109.12 Unrealized -21.6%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $884 Shares 18,423 Est. Cost $48.73 Unrealized 0.0%
ESGU ISHARES TR 0.0%
Value ($000) $859 Shares 10,822 Est. Cost $69.58 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $827 Shares 10,484 Est. Cost $81.98 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $809 Shares 12,044 Est. Cost $48.83 Unrealized +32.0%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $800 Shares 62,505 Est. Cost $15.03 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $799 Shares 18,593 Est. Cost $53.33 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $797 Shares 25,805 Est. Cost $31.84 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $782 Shares 11,409 Est. Cost $59.12 Unrealized
XT ISHARES TR 0.0%
Value ($000) $764 Shares 17,100 Est. Cost $41.72 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $741 Shares 22,923 Est. Cost $34.59 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $731 Shares 100,305 Est. Cost $7.29 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $729 Shares 10,309 Est. Cost $70.89 Unrealized +6.8%
GUNR FLEXSHARES TR 0.0%
Value ($000) $712 Shares 18,939 Est. Cost $27.76 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $711 Shares 14,767 Est. Cost $31.24 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $705 Shares 19,634 Est. Cost $42.70 Unrealized
BSY BENTLEY SYS INC 0.0%
Value ($000) $691 Shares 22,573 Est. Cost $53.90 Unrealized -33.3%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $689 Shares 32,536 Est. Cost $21.25 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $685 Shares 14,190 Est. Cost $105.30 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $669 Shares 13,147 Est. Cost $47.17 Unrealized +15.9%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $667 Shares 14,722 Est. Cost $52.14 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $658 Shares 10,631 Est. Cost $59.25 Unrealized -27.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $640 Shares 12,768 Est. Cost $69.21 Unrealized -17.8%
DOW DOW INC 0.0%
Value ($000) $627 Shares 14,265 Est. Cost $43.64 Unrealized -5.0%
FRANCHISE GROUP INC 0.0%
Value ($000) $616 Shares 25,350 Est. Cost $24.30 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $615 Shares 12,355 Est. Cost $54.93 Unrealized
NUMV NUSHARES ETF TR 0.0%
Value ($000) $608 Shares 21,433 Est. Cost $28.55 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $591 Shares 12,720 Est. Cost $51.80 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $560 Shares 50,042 Est. Cost $9.48 Unrealized +14.6%
NUMG NUSHARES ETF TR 0.0%
Value ($000) $540 Shares 16,389 Est. Cost $47.24 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $537 Shares 12,890 Est. Cost $47.63 Unrealized -8.3%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $528 Shares 13,074 Est. Cost $32.17 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $522 Shares 10,844 Est. Cost $50.75 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $516 Shares 13,898 Est. Cost $28.18 Unrealized +20.0%
ISHARES TR 0.0%
Value ($000) $504 Shares 19,966 Est. Cost $26.27 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $498 Shares 12,784 Est. Cost $38.16 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $481 Shares 23,037 Est. Cost $21.11 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $467 Shares 14,799 Est. Cost $33.38 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $462 Shares 10,161 Est. Cost $41.95 Unrealized +3.1%
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $441 Shares 11,856 Est. Cost $36.24 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $436 Shares 10,245 Est. Cost $51.92 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $433 Shares 25,998 Est. Cost $13.86 Unrealized +6.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $426 Shares 17,920 Est. Cost $24.75 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $421 Shares 12,000 Est. Cost $39.88 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $420 Shares 13,265 Est. Cost $36.80 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $404 Shares 16,950 Est. Cost $23.83 Unrealized
HPQ HP INC 0.0%
Value ($000) $400 Shares 16,053 Est. Cost $24.99 Unrealized +8.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $392 Shares 11,024 Est. Cost $37.39 Unrealized +0.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $378 Shares 11,598 Est. Cost $24.80 Unrealized +17.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $364 Shares 13,736 Est. Cost $27.63 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $345 Shares 29,961 Est. Cost $18.55 Unrealized -26.7%
XNCR XENCOR INC 0.0%
Value ($000) $338 Shares 13,000 Est. Cost $34.37 Unrealized -16.7%
SKYW SKYWEST INC 0.0%
Value ($000) $327 Shares 20,137 Est. Cost $23.72 Unrealized -10.7%
PIE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $326 Shares 19,905 Est. Cost $17.21 Unrealized
GSK GSK PLC 0.0%
Value ($000) $311 Shares 10,555 Est. Cost $29.46 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $284 Shares 11,026 Est. Cost $22.57 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $268 Shares 11,413 Est. Cost $29.49 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $243 Shares 12,461 Est. Cost $80.49 Unrealized -62.9%
DBE INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $231 Shares 10,200 Est. Cost $23.04 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $231 Shares 20,942 Est. Cost $11.13 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $225 Shares 18,798 Est. Cost $12.44 Unrealized -1.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $215 Shares 18,922 Est. Cost $20.16 Unrealized -34.7%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $211 Shares 16,900 Est. Cost $19.04 Unrealized 0.0%
ICLN ISHARES TR 0.0%
Value ($000) $200 Shares 10,471 Est. Cost $20.69 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $180 Shares 12,871 Est. Cost $24.77 Unrealized
FMS FRESENIUS MED CARE AG&CO KGA 0.0%
Value ($000) $180 Shares 12,802 Est. Cost $42.49 Unrealized
NORDSTROM INC 0.0%
Value ($000) $178 Shares 10,662 Est. Cost $25.58 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $166 Shares 16,487 Est. Cost $16.19 Unrealized
OLMA OLEMA PHARMACEUTICALS INC 0.0%
Value ($000) $129 Shares 46,698 Est. Cost $20.72 Unrealized -79.5%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $126 Shares 22,028 Est. Cost $6.63 Unrealized
LASR NLIGHT INC 0.0%
Value ($000) $119 Shares 12,624 Est. Cost $35.41 Unrealized -67.5%
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $116 Shares 12,000 Est. Cost $13.25 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $114 Shares 16,176 Est. Cost $20.22 Unrealized -52.1%
HANESBRANDS INC 0.0%
Value ($000) $109 Shares 15,717 Est. Cost $18.28 Unrealized
KNOW LABS INC 0.0%
Value ($000) $101 Shares 54,954 Est. Cost $1.84 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $98 Shares 12,083 Est. Cost $8.89 Unrealized 0.0%
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $95 Shares 16,454 Est. Cost $9.06 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $89 Shares 10,625 Est. Cost $8.38 Unrealized
CHIMERA INVT CORP 0.0%
Value ($000) $82 Shares 15,632 Est. Cost $11.41 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $80 Shares 13,160 Est. Cost $6.08 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $67 Shares 13,821 Est. Cost $6.33 Unrealized 0.0%
ASTRA SPACE INC 0.0%
Value ($000) $65 Shares 106,602 Est. Cost $0.61 Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $64 Shares 40,550 Est. Cost $1.58 Unrealized
AEYE INC 0.0%
Value ($000) $56 Shares 50,100 Est. Cost $1.12 Unrealized
VIRNETX HLDG CORP 0.0%
Value ($000) $48 Shares 40,634 Est. Cost $1.18 Unrealized
ARDS ARIDIS PHARMACEUTICALS INC 0.0%
Value ($000) $47 Shares 50,000 Est. Cost $1.56 Unrealized 0.0%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $43 Shares 10,000 Est. Cost $5.48 Unrealized 0.0%
VROOM INC 0.0%
Value ($000) $36 Shares 31,462 Est. Cost $1.14 Unrealized
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $30 Shares 10,000 Est. Cost $3.00 Unrealized
PDSB PDS BIOTECHNOLOGY CORP 0.0%
Value ($000) $30 Shares 10,000 Est. Cost $4.24 Unrealized 0.0%
HYPR HYPERFINE INC 0.0%
Value ($000) $28 Shares 34,725 Est. Cost $1.41 Unrealized 0.0%
SINGULAR GENOMICS SYSTEMS IN 0.0%
Value ($000) $26 Shares 10,576 Est. Cost $2.46 Unrealized
CANOO INC 0.0%
Value ($000) $21 Shares 11,000 Est. Cost $1.91 Unrealized
LIPOCINE INC NEW 0.0%
Value ($000) $12 Shares 26,637 Est. Cost $0.45 Unrealized
CASTOR MARITIME INC 0.0%
Value ($000) $11 Shares 10,010 Est. Cost $1.10 Unrealized
VINCO VENTURES INC 0.0%
Value ($000) $11 Shares 12,000 Est. Cost $0.92 Unrealized
REEDS INC 0.0%
Value ($000) $6 Shares 50,000 Est. Cost $0.12 Unrealized