Global Trust Asset Management, LLC Diversified Active

CIK: 0001729672 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $198,004 (100.0% shares, 0.0% debt)

Holdings (420)

SPY SPDR S&P 500 ETF TRUST 7.1%
Value ($000) $14,081 Shares 36,820 Est. Cost $256.48 Unrealized
QQQ INVESCO QQQ TRUST 5.2%
Value ($000) $10,336 Shares 38,816 Est. Cost $202.01 Unrealized
AAPL APPLE INC. 3.7%
Value ($000) $7,237 Shares 55,702 Est. Cost $101.70 Unrealized +38.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.4%
Value ($000) $4,845 Shares 25,340 Est. Cost $167.69 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.3%
Value ($000) $4,645 Shares 19,203 Est. Cost $188.69 Unrealized
NEE NEXTERA ENERGY INC COM 2.2%
Value ($000) $4,349 Shares 52,016 Est. Cost $59.92 Unrealized +23.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 2.2%
Value ($000) $4,298 Shares 83,104 Est. Cost $54.33 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 2.1%
Value ($000) $4,148 Shares 43,829 Est. Cost $78.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.1%
Value ($000) $4,114 Shares 13,320 Est. Cost $217.26 Unrealized +36.7%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 1.9%
Value ($000) $3,669 Shares 49,825 Est. Cost $78.45 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 1.8%
Value ($000) $3,556 Shares 29,486 Est. Cost $110.97 Unrealized
MSFT MICROSOFT CORP COM 1.7%
Value ($000) $3,452 Shares 14,393 Est. Cost $134.49 Unrealized +74.0%
IEFA ISHARES CORE MSCI EAFE ETF 1.7%
Value ($000) $3,300 Shares 53,533 Est. Cost $60.69 Unrealized
LOW LOWE'S COMPANIES, INC. 1.6%
Value ($000) $3,233 Shares 16,226 Est. Cost $86.31 Unrealized +118.0%
MA MASTERCARD INCORPORATED CL A 1.6%
Value ($000) $3,192 Shares 9,179 Est. Cost $223.53 Unrealized +44.7%
VTV VANGUARD VALUE ETF 1.5%
Value ($000) $2,908 Shares 20,716 Est. Cost $126.86 Unrealized
PFE PFIZER INC COM 1.4%
Value ($000) $2,833 Shares 55,296 Est. Cost $28.84 Unrealized +39.4%
WEC WEC ENERGY GROUP INC COM 1.4%
Value ($000) $2,759 Shares 29,428 Est. Cost $89.42 Unrealized -7.5%
CVS CVS HEALTH CORP COM 1.4%
Value ($000) $2,736 Shares 29,364 Est. Cost $57.45 Unrealized +49.6%
PFF ISHARES U.S. PREFERRED STOCK ETF 1.1%
Value ($000) $2,114 Shares 69,243 Est. Cost $38.29 Unrealized
MCK MCKESSON CORP COM 1.0%
Value ($000) $2,052 Shares 5,470 Est. Cost $137.72 Unrealized +166.6%
MRK MERCK & CO INC COM 1.0%
Value ($000) $2,025 Shares 18,254 Est. Cost $67.75 Unrealized +37.0%
V VISA INC. 1.0%
Value ($000) $2,025 Shares 9,745 Est. Cost $146.95 Unrealized +34.0%
VNQ VANGUARD REAL ESTATE ETF 1.0%
Value ($000) $2,005 Shares 24,306 Est. Cost $83.73 Unrealized
CAT CATERPILLAR INC COM 1.0%
Value ($000) $1,946 Shares 8,125 Est. Cost $167.74 Unrealized +23.2%
PG PROCTER AND GAMBLE CO COM 1.0%
Value ($000) $1,914 Shares 12,629 Est. Cost $103.32 Unrealized +25.6%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.9%
Value ($000) $1,850 Shares 9,226 Est. Cost $217.01 Unrealized
NVO NOVO-NORDISK A S ADR 0.9%
Value ($000) $1,768 Shares 13,065 Est. Cost $53.68 Unrealized
ENB ENBRIDGE INC COM 0.9%
Value ($000) $1,756 Shares 44,922 Est. Cost $22.92 Unrealized +38.9%
FLOT ISHARES FLOATING RATE BOND ETF 0.9%
Value ($000) $1,725 Shares 34,269 Est. Cost $50.07 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $1,662 Shares 7,759 Est. Cost $187.57 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.8%
Value ($000) $1,653 Shares 39,817 Est. Cost $43.62 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,616 Shares 9,146 Est. Cost $127.82 Unrealized +22.9%
WMT WALMART INC COM 0.8%
Value ($000) $1,545 Shares 10,894 Est. Cost $39.78 Unrealized +14.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.8%
Value ($000) $1,528 Shares 18,282 Est. Cost $119.73 Unrealized
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $1,528 Shares 3,348 Est. Cost $380.03 Unrealized +23.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $1,469 Shares 37,696 Est. Cost $43.63 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.7%
Value ($000) $1,451 Shares 16,123 Est. Cost $102.43 Unrealized
UNP UNION PAC CORP COM 0.7%
Value ($000) $1,423 Shares 6,870 Est. Cost $100.79 Unrealized +88.7%
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.7%
Value ($000) $1,359 Shares 54,876 Est. Cost $22.45 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $1,350 Shares 10,070 Est. Cost $106.42 Unrealized +10.5%
HD HOME DEPOT INC COM 0.7%
Value ($000) $1,335 Shares 4,228 Est. Cost $197.12 Unrealized +42.6%
PEP PEPSICO, INC. 0.7%
Value ($000) $1,326 Shares 7,337 Est. Cost $110.94 Unrealized +45.0%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $1,310 Shares 15,594 Est. Cost $123.92 Unrealized -20.3%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.7%
Value ($000) $1,287 Shares 18,323 Est. Cost $56.39 Unrealized +13.3%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $1,274 Shares 14,355 Est. Cost $107.84 Unrealized -12.2%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.6%
Value ($000) $1,266 Shares 41,647 Est. Cost $29.16 Unrealized
WCC WESCO INTL INC COM 0.6%
Value ($000) $1,252 Shares 10,003 Est. Cost $39.64 Unrealized +208.8%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.6%
Value ($000) $1,207 Shares 11,446 Est. Cost $132.22 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $1,206 Shares 2,478 Est. Cost $341.33 Unrealized +25.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $1,202 Shares 11,907 Est. Cost $54.75 Unrealized +60.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.6%
Value ($000) $1,198 Shares 12,356 Est. Cost $115.41 Unrealized
AMAT APPLIED MATLS INC COM 0.6%
Value ($000) $1,183 Shares 12,143 Est. Cost $49.12 Unrealized +89.9%
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.6%
Value ($000) $1,175 Shares 21,221 Est. Cost $47.01 Unrealized
DFAR DIMENSIONAL US REAL ESTATE ETF 0.6%
Value ($000) $1,120 Shares 52,960 Est. Cost $22.78 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.6%
Value ($000) $1,113 Shares 6,717 Est. Cost $63.39 Unrealized +142.1%
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $1,106 Shares 6,160 Est. Cost $107.76 Unrealized +42.2%
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 0.6%
Value ($000) $1,097 Shares 49,745 Est. Cost $20.90 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.5%
Value ($000) $1,051 Shares 3,060 Est. Cost $308.90 Unrealized +4.1%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $978 Shares 14,893 Est. Cost $70.51 Unrealized
DFAC DIMENSIONAL US CORE EQUITY 2 ETF 0.5%
Value ($000) $970 Shares 39,937 Est. Cost $22.90 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $929 Shares 24,511 Est. Cost $42.99 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.4%
Value ($000) $885 Shares 8,398 Est. Cost $81.42 Unrealized
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.4%
Value ($000) $870 Shares 36,237 Est. Cost $22.19 Unrealized
ELV ELEVANCE HEALTH INC COM 0.4%
Value ($000) $869 Shares 1,693 Est. Cost $331.59 Unrealized +46.1%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $865 Shares 1,632 Est. Cost $314.70 Unrealized +59.0%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $854 Shares 6,120 Est. Cost $77.23 Unrealized +4.0%
CTVA CORTEVA INC COM 0.4%
Value ($000) $804 Shares 13,678 Est. Cost $25.42 Unrealized +140.5%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $777 Shares 6,214 Est. Cost $112.33 Unrealized
DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF 0.4%
Value ($000) $726 Shares 17,649 Est. Cost $43.98 Unrealized
DD DUPONT DE NEMOURS INC COM 0.4%
Value ($000) $725 Shares 10,557 Est. Cost $25.73 Unrealized -2.8%
CI CIGNA CORP NEW COM 0.4%
Value ($000) $721 Shares 2,177 Est. Cost $180.20 Unrealized +65.9%
ORCL ORACLE CORP COM 0.4%
Value ($000) $707 Shares 8,644 Est. Cost $43.50 Unrealized +68.3%
IQV IQVIA HLDGS INC COM 0.4%
Value ($000) $693 Shares 3,383 Est. Cost $100.97 Unrealized +100.9%
DIS WALT DISNEY COMPANY 0.3%
Value ($000) $689 Shares 7,925 Est. Cost $135.27 Unrealized -30.9%
ABBV ABBVIE INC COM 0.3%
Value ($000) $673 Shares 4,167 Est. Cost $107.05 Unrealized +28.2%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.3%
Value ($000) $659 Shares 6,539 Est. Cost $125.00 Unrealized
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $612 Shares 33,860 Est. Cost $12.66 Unrealized +19.9%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $606 Shares 1,111 Est. Cost $347.14 Unrealized +42.6%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $597 Shares 2,710 Est. Cost $129.01 Unrealized +53.1%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $595 Shares 1,627 Est. Cost $255.20 Unrealized +35.5%
MLM MARTIN MARIETTA MATLS INC COM 0.3%
Value ($000) $590 Shares 1,746 Est. Cost $178.32 Unrealized +87.7%
DG DOLLAR GEN CORP NEW COM 0.3%
Value ($000) $578 Shares 2,346 Est. Cost $112.08 Unrealized +108.0%
DFAS DIMENSIONAL US SMALL CAP ETF 0.3%
Value ($000) $560 Shares 10,939 Est. Cost $47.37 Unrealized
HSY HERSHEY CO COM 0.3%
Value ($000) $556 Shares 2,401 Est. Cost $189.15 Unrealized +12.1%
KLAC KLA CORP COM NEW 0.3%
Value ($000) $546 Shares 1,448 Est. Cost $347.08 Unrealized -2.6%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $534 Shares 2,026 Est. Cost $177.20 Unrealized +38.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.3%
Value ($000) $502 Shares 1,737 Est. Cost $236.36 Unrealized +28.9%
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.2%
Value ($000) $495 Shares 16,000 Est. Cost $30.91 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $494 Shares 7,772 Est. Cost $51.40 Unrealized +6.9%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 0.2%
Value ($000) $493 Shares 4,553 Est. Cost $105.54 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $473 Shares 3,119 Est. Cost $143.30 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $460 Shares 3,832 Est. Cost $117.39 Unrealized -22.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $454 Shares 1,350 Est. Cost $473.66 Unrealized -32.5%
WFC WELLS FARGO & COMPANY 0.2%
Value ($000) $447 Shares 10,819 Est. Cost $37.41 Unrealized +9.1%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.2%
Value ($000) $445 Shares 6,910 Est. Cost $59.88 Unrealized
AVRE AVANTIS REAL ESTATE ETF 0.2%
Value ($000) $441 Shares 10,735 Est. Cost $55.56 Unrealized
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.2%
Value ($000) $435 Shares 13,700 Est. Cost $31.76 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $432 Shares 2,483 Est. Cost $118.74 Unrealized +24.7%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $429 Shares 1,729 Est. Cost $134.71 Unrealized +69.9%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $427 Shares 1,290 Est. Cost $260.89 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.2%
Value ($000) $424 Shares 9,649 Est. Cost $39.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $407 Shares 2,885 Est. Cost $111.69 Unrealized +10.2%
LAM RESEARCH CORP COM 0.2%
Value ($000) $406 Shares 966 Est. Cost $535.69 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $406 Shares 7,628 Est. Cost $59.14 Unrealized
HON HONEYWELL INTERNATIONAL INC. 0.2%
Value ($000) $382 Shares 1,782 Est. Cost $142.54 Unrealized +25.4%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $381 Shares 2,579 Est. Cost $153.86 Unrealized -7.5%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $364 Shares 181 Est. Cost $1755.46 Unrealized +6.4%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $357 Shares 653 Est. Cost $586.13 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $342 Shares 2,422 Est. Cost $143.40 Unrealized
XBJA INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY 0.2%
Value ($000) $329 Shares 15,000 Est. Cost $21.90 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.2%
Value ($000) $326 Shares 1,415 Est. Cost $180.66 Unrealized +21.5%
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $326 Shares 3,991 Est. Cost $68.28 Unrealized +19.4%
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.2%
Value ($000) $317 Shares 9,050 Est. Cost $35.05 Unrealized
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $312 Shares 3,352 Est. Cost $67.53 Unrealized +37.9%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $307 Shares 3,365 Est. Cost $120.53 Unrealized
DE DEERE & CO COM 0.2%
Value ($000) $298 Shares 694 Est. Cost $286.20 Unrealized +35.8%
WPP WPP PLC NEW ADR 0.1%
Value ($000) $297 Shares 6,041 Est. Cost $66.12 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $295 Shares 4,095 Est. Cost $55.06 Unrealized +18.5%
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $294 Shares 1,536 Est. Cost $191.16 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $294 Shares 2,675 Est. Cost $95.96 Unrealized +1.7%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $283 Shares 3,118 Est. Cost $81.82 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.1%
Value ($000) $279 Shares 3,750 Est. Cost $79.75 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $278 Shares 2,036 Est. Cost $61.79 Unrealized +107.1%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $277 Shares 3,397 Est. Cost $47.54 Unrealized +40.3%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $269 Shares 1,641 Est. Cost $76.11 Unrealized +94.1%
NFLX NETFLIX INC COM 0.1%
Value ($000) $265 Shares 898 Est. Cost $44.38 Unrealized -36.8%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $249 Shares 2,972 Est. Cost $40.93 Unrealized +78.2%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $245 Shares 2,780 Est. Cost $109.68 Unrealized -14.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $236 Shares 5,042 Est. Cost $52.10 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $232 Shares 882 Est. Cost $204.16 Unrealized +18.9%
BF/B BROWN-FORMAN CORPORATION (CLASS B SHS) 0.1%
Value ($000) $222 Shares 3,381 Est. Cost $56.98 Unrealized +11.7%
CRM SALESFORCE INC COM 0.1%
Value ($000) $219 Shares 1,651 Est. Cost $189.69 Unrealized -24.0%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $218 Shares 1,489 Est. Cost $15.50 Unrealized -5.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $215 Shares 33,533 Est. Cost $15.55 Unrealized -51.3%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $215 Shares 4,438 Est. Cost $42.95 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $212 Shares 8,033 Est. Cost $44.26 Unrealized -39.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $208 Shares 674 Est. Cost $197.73 Unrealized +31.2%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $205 Shares 2,110 Est. Cost $105.97 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $203 Shares 763 Est. Cost $177.66 Unrealized +28.4%
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.1%
Value ($000) $202 Shares 4,390 Est. Cost $46.88 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $197 Shares 1,783 Est. Cost $54.79 Unrealized +75.7%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $189 Shares 1,097 Est. Cost $192.57 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $179 Shares 2,517 Est. Cost $122.15 Unrealized -34.6%
LKQ LKQ CORP COM 0.1%
Value ($000) $179 Shares 3,347 Est. Cost $22.09 Unrealized +119.6%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $172 Shares 2,803 Est. Cost $62.60 Unrealized -14.3%
BWA BORGWARNER INC COM 0.1%
Value ($000) $170 Shares 4,231 Est. Cost $27.65 Unrealized +17.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $166 Shares 795 Est. Cost $163.33 Unrealized +29.2%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $162 Shares 1,144 Est. Cost $218.13 Unrealized -34.8%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $160 Shares 2,766 Est. Cost $62.30 Unrealized
FFIV F5 INC COM 0.1%
Value ($000) $156 Shares 1,085 Est. Cost $134.80 Unrealized +8.6%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.1%
Value ($000) $148 Shares 3,578 Est. Cost $40.22 Unrealized
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.1%
Value ($000) $147 Shares 6,915 Est. Cost $15.59 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $145 Shares 2,612 Est. Cost $142.67 Unrealized -65.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $144 Shares 1,057 Est. Cost $114.30 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $137 Shares 673 Est. Cost $221.11 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $137 Shares 917 Est. Cost $152.66 Unrealized -7.7%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $130 Shares 302 Est. Cost $399.03 Unrealized +1.2%
VIPER ENERGY PARTNERS LP COM UNT RP INT 0.1%
Value ($000) $129 Shares 4,055 Est. Cost $14.51 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $127 Shares 1,030 Est. Cost $234.21 Unrealized -19.2%
XYZ BLOCK INC CL A 0.1%
Value ($000) $126 Shares 2,010 Est. Cost $80.29 Unrealized -23.2%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $124 Shares 480 Est. Cost $131.57 Unrealized +83.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $120 Shares 1,225 Est. Cost $96.55 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $120 Shares 2,389 Est. Cost $55.13 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $117 Shares 2,311 Est. Cost $40.12 Unrealized
VEEV VEEVA SYS INC CL A COM 0.1%
Value ($000) $116 Shares 718 Est. Cost $231.43 Unrealized -26.2%
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.1%
Value ($000) $116 Shares 3,500 Est. Cost $25.14 Unrealized
VMWARE INC CL A COM 0.1%
Value ($000) $115 Shares 939 Est. Cost $147.43 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $114 Shares 3,082 Est. Cost $45.14 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $112 Shares 2,361 Est. Cost $57.47 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $109 Shares 3,574 Est. Cost $19.49 Unrealized
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $106 Shares 1,068 Est. Cost $63.76 Unrealized +37.3%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $106 Shares 870 Est. Cost $116.39 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $105 Shares 2,764 Est. Cost $32.05 Unrealized +4.5%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $104 Shares 566 Est. Cost $211.69 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $101 Shares 1,014 Est. Cost $88.87 Unrealized -2.4%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $100 Shares 964 Est. Cost $69.29 Unrealized +31.9%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $100 Shares 895 Est. Cost $111.86 Unrealized
EOG EOG RES INC COM 0.1%
Value ($000) $100 Shares 769 Est. Cost $73.09 Unrealized +61.2%
META META PLATFORMS INC CL A 0.1%
Value ($000) $99 Shares 826 Est. Cost $170.94 Unrealized -31.8%
FTNT FORTINET INC COM 0.0%
Value ($000) $98 Shares 2,000 Est. Cost $56.05 Unrealized -7.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $98 Shares 443 Est. Cost $169.26 Unrealized +18.1%
DOV DOVER CORP COM 0.0%
Value ($000) $97 Shares 715 Est. Cost $111.11 Unrealized +15.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $96 Shares 1,058 Est. Cost $146.72 Unrealized -44.6%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $91 Shares 1,805 Est. Cost $57.18 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $90 Shares 641 Est. Cost $152.47 Unrealized -16.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $86 Shares 836 Est. Cost $86.63 Unrealized -2.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $85 Shares 1,132 Est. Cost $82.63 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $84 Shares 440 Est. Cost $178.34 Unrealized -8.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $81 Shares 1,070 Est. Cost $75.38 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $80 Shares 146 Est. Cost $555.50 Unrealized -5.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $80 Shares 299 Est. Cost $176.73 Unrealized +49.4%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $79 Shares 1,371 Est. Cost $61.83 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $79 Shares 725 Est. Cost $105.15 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $78 Shares 360 Est. Cost $83.00 Unrealized +206.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $78 Shares 1,041 Est. Cost $104.09 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $77 Shares 1,135 Est. Cost $117.20 Unrealized -44.2%
HESS CORP COM 0.0%
Value ($000) $76 Shares 539 Est. Cost $109.87 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $75 Shares 961 Est. Cost $70.63 Unrealized +4.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $50.30 Unrealized +56.3%
PII POLARIS INC COM 0.0%
Value ($000) $74 Shares 731 Est. Cost $120.05 Unrealized -13.2%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $73 Shares 950 Est. Cost $71.56 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $72 Shares 128 Est. Cost $47.71 Unrealized -0.2%
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $71 Shares 3,000 Est. Cost $23.77 Unrealized
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $69 Shares 2,000 Est. Cost $39.00 Unrealized
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $69 Shares 900 Est. Cost $47.78 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $67 Shares 907 Est. Cost $77.46 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $65 Shares 280 Est. Cost $210.23 Unrealized +7.6%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $63 Shares 1,989 Est. Cost $31.53 Unrealized
KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $63 Shares 2,500 Est. Cost $25.24 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $62 Shares 1,364 Est. Cost $31.89 Unrealized +9.9%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $61 Shares 1,277 Est. Cost $40.72 Unrealized +1.8%
FISV FISERV INC COM 0.0%
Value ($000) $61 Shares 600 Est. Cost $108.58 Unrealized -8.3%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $59 Shares 125 Est. Cost $414.14 Unrealized +4.1%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $58 Shares 531 Est. Cost $92.66 Unrealized +17.5%
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $58 Shares 2,600 Est. Cost $21.62 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $57 Shares 475 Est. Cost $117.13 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $56 Shares 671 Est. Cost $74.28 Unrealized -0.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $54 Shares 631 Est. Cost $55.44 Unrealized +27.7%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $53 Shares 1,059 Est. Cost $53.14 Unrealized -13.5%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $51 Shares 1,420 Est. Cost $32.80 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $51 Shares 291 Est. Cost $144.57 Unrealized +22.6%
MBUU MALIBU BOATS INC COM CL A 0.0%
Value ($000) $51 Shares 948 Est. Cost $67.32 Unrealized -20.3%
T AT&T INC COM 0.0%
Value ($000) $49 Shares 2,671 Est. Cost $16.48 Unrealized -8.3%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $48 Shares 606 Est. Cost $61.50 Unrealized +13.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $47 Shares 663 Est. Cost $40.68 Unrealized +46.5%
XME SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $45 Shares 905 Est. Cost $42.43 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $43 Shares 113 Est. Cost $263.78 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $43 Shares 284 Est. Cost $132.24 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $43 Shares 230 Est. Cost $157.30 Unrealized +7.6%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $42 Shares 1,068 Est. Cost $42.12 Unrealized -27.0%
GE GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $41 Shares 487 Est. Cost $62.95 Unrealized -23.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $40 Shares 660 Est. Cost $53.34 Unrealized -2.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $40 Shares 500 Est. Cost $70.72 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $39 Shares 225 Est. Cost $185.57 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value ($000) $38 Shares 1,230 Est. Cost $26.88 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $38 Shares 176 Est. Cost $256.08 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $35 Shares 512 Est. Cost $194.80 Unrealized -70.7%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $34 Shares 360 Est. Cost $68.08 Unrealized +20.0%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $33 Shares 210 Est. Cost $139.61 Unrealized +14.2%
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $21.33 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $33 Shares 1,916 Est. Cost $13.69 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $32 Shares 531 Est. Cost $77.24 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $31 Shares 357 Est. Cost $148.59 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $30 Shares 514 Est. Cost $65.64 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $23.00 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $29 Shares 220 Est. Cost $158.48 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $29 Shares 122 Est. Cost $150.49 Unrealized +41.7%
NURE NUVEEN SHORT-TERM REIT ETF 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $35.58 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $28 Shares 158 Est. Cost $203.04 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $28 Shares 600 Est. Cost $50.42 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $27 Shares 467 Est. Cost $63.09 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $27 Shares 201 Est. Cost $112.05 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $27 Shares 2,400 Est. Cost $10.83 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $27 Shares 533 Est. Cost $50.25 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $27 Shares 100 Est. Cost $202.01 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $27 Shares 153 Est. Cost $166.60 Unrealized -7.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $26 Shares 414 Est. Cost $49.31 Unrealized +31.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $25 Shares 56 Est. Cost $517.86 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $25 Shares 193 Est. Cost $113.20 Unrealized +0.8%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $24 Shares 250 Est. Cost $81.46 Unrealized +3.8%
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.00 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $22 Shares 497 Est. Cost $54.82 Unrealized -26.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $22 Shares 208 Est. Cost $144.16 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $22 Shares 506 Est. Cost $49.43 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $22 Shares 600 Est. Cost $36.56 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $22 Shares 203 Est. Cost $125.86 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $21 Shares 135 Est. Cost $135.01 Unrealized +10.6%
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $21 Shares 700 Est. Cost $30.07 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $21 Shares 388 Est. Cost $51.24 Unrealized -10.1%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $54.94 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $19 Shares 459 Est. Cost $41.80 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $18 Shares 160 Est. Cost $109.79 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $18 Shares 675 Est. Cost $17.35 Unrealized +20.7%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $18 Shares 301 Est. Cost $66.30 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $17 Shares 128 Est. Cost $145.91 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $17 Shares 1,481 Est. Cost $12.79 Unrealized -21.3%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $17 Shares 304 Est. Cost $72.16 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $17 Shares 410 Est. Cost $40.00 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $17 Shares 410 Est. Cost $46.14 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $17 Shares 159 Est. Cost $89.87 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 126 Est. Cost $157.36 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $15 Shares 225 Est. Cost $43.17 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $15 Shares 399 Est. Cost $55.77 Unrealized -24.6%
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value ($000) $15 Shares 500 Est. Cost $24.00 Unrealized
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $15 Shares 500 Est. Cost $29.45 Unrealized
GENERAL AMERN INVS CO INC COM 0.0%
Value ($000) $14 Shares 392 Est. Cost $44.64 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $14 Shares 550 Est. Cost $23.90 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $63.42 Unrealized -6.0%
FNK FIRST TRUST MID CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $13 Shares 301 Est. Cost $47.38 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $13 Shares 64 Est. Cost $318.77 Unrealized -35.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $13 Shares 202 Est. Cost $65.89 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $51.58 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $12 Shares 80 Est. Cost $137.50 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $12 Shares 265 Est. Cost $29.34 Unrealized +47.6%
KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY 0.0%
Value ($000) $12 Shares 500 Est. Cost $25.88 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $12 Shares 238 Est. Cost $45.04 Unrealized -10.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 249 Est. Cost $56.65 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $12 Shares 213 Est. Cost $62.16 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $27.28 Unrealized +53.6%
CMI CUMMINS INC COM 0.0%
Value ($000) $11 Shares 47 Est. Cost $196.18 Unrealized +12.5%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $11 Shares 18 Est. Cost $457.04 Unrealized +10.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $40.89 Unrealized -9.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $11 Shares 73 Est. Cost $182.41 Unrealized -22.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $10 Shares 304 Est. Cost $52.03 Unrealized -31.3%
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 204 Est. Cost $57.78 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $9 Shares 207 Est. Cost $48.05 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $202.52 Unrealized
SURGALIGN HOLDINGS INC COM NEW 0.0%
Value ($000) $9 Shares 4,499 Est. Cost $3.33 Unrealized
CHAMPIONX CORPORATION COM 0.0%
Value ($000) $9 Shares 299 Est. Cost $14.75 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $9 Shares 40 Est. Cost $221.40 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $9 Shares 150 Est. Cost $46.67 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $8 Shares 15 Est. Cost $311.72 Unrealized +76.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $8 Shares 125 Est. Cost $134.42 Unrealized -50.9%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $8 Shares 189 Est. Cost $25.97 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $8 Shares 195 Est. Cost $49.45 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $61.21 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $8 Shares 22 Est. Cost $345.59 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 220 Est. Cost $27.27 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $8 Shares 216 Est. Cost $195.40 Unrealized -73.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $7 Shares 164 Est. Cost $41.58 Unrealized -5.6%
KELLOGG CO COM 0.0%
Value ($000) $7 Shares 103 Est. Cost $52.02 Unrealized +17.1%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $67.14 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $7 Shares 259 Est. Cost $26.28 Unrealized -16.4%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $7 Shares 156 Est. Cost $53.93 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $7 Shares 166 Est. Cost $32.61 Unrealized +5.3%
LINDE PLC SHS 0.0%
Value ($000) $7 Shares 21 Est. Cost $190.48 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 21 Est. Cost $377.21 Unrealized
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.17 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $6 Shares 101 Est. Cost $62.39 Unrealized
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $6 Shares 755 Est. Cost $9.90 Unrealized -18.8%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $6 Shares 105 Est. Cost $61.69 Unrealized
FCG FIRST TRUST NATURAL GAS ETF 0.0%
Value ($000) $6 Shares 240 Est. Cost $16.89 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $6 Shares 230 Est. Cost $25.47 Unrealized -21.0%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $6 Shares 232 Est. Cost $17.24 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $750.00 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $5 Shares 203 Est. Cost $30.32 Unrealized -19.0%
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $5 Shares 127 Est. Cost $35.65 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $58.58 Unrealized +38.8%
WAB WABTEC COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $69.17 Unrealized +35.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $78.91 Unrealized +92.5%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $5 Shares 18 Est. Cost $252.22 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.19 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $95.00 Unrealized
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $4 Shares 255 Est. Cost $18.49 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $64.82 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 53 Est. Cost $64.39 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $4 Shares 33 Est. Cost $87.32 Unrealized +9.1%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $4 Shares 226 Est. Cost $22.56 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $60.85 Unrealized -51.6%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $4 Shares 111 Est. Cost $38.62 Unrealized -17.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.50 Unrealized
PSFE PAYSAFE LIMITED SHS 0.0%
Value ($000) $3 Shares 250 Est. Cost $16.16 Unrealized 0.0%
HANESBRANDS INC COM 0.0%
Value ($000) $3 Shares 545 Est. Cost $18.93 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $54.97 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.58 Unrealized +3.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $27.79 Unrealized +17.0%
CSX CSX CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.29 Unrealized -13.7%
RH RH COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $90.43 Unrealized +188.2%
TWLO TWILIO INC CL A 0.0%
Value ($000) $3 Shares 52 Est. Cost $182.23 Unrealized -68.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $43.00 Unrealized +25.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $736.13 Unrealized +228.3%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $2 Shares 275 Est. Cost $8.00 Unrealized
GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $49.87 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 224 Est. Cost $18.55 Unrealized -39.1%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.54 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost $156.08 Unrealized
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.22 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $41.14 Unrealized +23.6%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.60 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $85.53 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $2 Shares 255 Est. Cost $27.42 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
CNNE CANNAE HLDGS INC COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.09 Unrealized +21.7%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.39 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $24.55 Unrealized +26.8%
NOW SERVICENOW INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $78.16 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $76.75 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.59 Unrealized +137.4%
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.23 Unrealized +17.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $82.95 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $45.49 Unrealized 0.0%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 198 Est. Cost $10.83 Unrealized -43.3%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.86 Unrealized +57.7%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.48 Unrealized +47.8%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.14 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $1 Shares 24 Est. Cost $25.91 Unrealized +6.4%
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value ($000) $1 Shares 28 Est. Cost $25.01 Unrealized +4.9%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.65 Unrealized 0.0%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $102.38 Unrealized
GATX GATX CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $71.08 Unrealized +38.7%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $83.39 Unrealized -35.5%
RRC RANGE RES CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $17.99 Unrealized +52.2%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.40 Unrealized +49.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 4 Est. Cost $88.00 Unrealized
COHU COHU INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $32.36 Unrealized 0.0%
LEVI LEVI STRAUSS & CO NEW CL A COM STK 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.09 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $152.57 Unrealized 0.0%
BKD BROOKDALE SR LIVING INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.76 Unrealized -51.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $224.67 Unrealized -0.6%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.67 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.98 Unrealized 0.0%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.07 Unrealized
PXE INVESCO DYNAMIC ENERGY EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.50 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.70 Unrealized -49.6%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $121.81 Unrealized -92.1%
CHGG CHEGG INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.42 Unrealized 0.0%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.80 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $15.05 Unrealized -33.2%
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $19.53 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.18 Unrealized -2.2%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.56 Unrealized +520.9%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.07 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.05 Unrealized 0.0%
MAPS WM TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.45 Unrealized 0.0%
CONTEXTLOGIC INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.50 Unrealized