OXFORD FINANCIAL GROUP LTD Diversified Active

CIK: 0001245862 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $891,208 (100.0% shares, 0.0% debt)

Holdings (260)

VTI VANGUARD INDEX FDS 12.8%
Value ($000) $113,723 Shares 557,192 Est. Cost $177.40 Unrealized
MUB ISHARES TR 11.6%
Value ($000) $103,772 Shares 963,167 Est. Cost $105.37 Unrealized
MTUM ISHARES TR 8.8%
Value ($000) $78,344 Shares 563,466 Est. Cost $110.18 Unrealized
LLY LILLY ELI & CO 7.2%
Value ($000) $64,520 Shares 187,873 Est. Cost $158.93 Unrealized +107.6%
ISRG INTUITIVE SURGICAL INC 5.4%
Value ($000) $48,546 Shares 190,026 Est. Cost $253.93 Unrealized -3.0%
IVV ISHARES TR 4.7%
Value ($000) $42,229 Shares 102,727 Est. Cost $277.63 Unrealized
VTV VANGUARD INDEX FDS 4.5%
Value ($000) $39,927 Shares 289,099 Est. Cost $93.91 Unrealized
WGO WINNEBAGO INDS INC 4.2%
Value ($000) $37,611 Shares 651,839 Est. Cost $70.83 Unrealized -13.8%
FNDX SCHWAB STRATEGIC TR 2.8%
Value ($000) $24,755 Shares 450,751 Est. Cost $33.95 Unrealized
JCPI J P MORGAN EXCHANGE TRADED F 2.6%
Value ($000) $22,757 Shares 479,205 Est. Cost $48.29 Unrealized
MCD MCDONALDS CORP 2.5%
Value ($000) $21,989 Shares 78,641 Est. Cost $231.89 Unrealized +8.0%
AAPL APPLE INC 2.4%
Value ($000) $21,305 Shares 129,202 Est. Cost $120.28 Unrealized +21.0%
ACWI ISHARES TR 2.2%
Value ($000) $19,608 Shares 215,089 Est. Cost $84.65 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $13,603 Shares 33,227 Est. Cost $296.08 Unrealized
VT VANGUARD INTL EQUITY INDEX F 1.5%
Value ($000) $13,375 Shares 145,236 Est. Cost $65.25 Unrealized
EFA ISHARES TR 1.4%
Value ($000) $12,397 Shares 173,336 Est. Cost $61.18 Unrealized
REET ISHARES TR 1.2%
Value ($000) $10,291 Shares 448,803 Est. Cost $23.00 Unrealized
IWB ISHARES TR 1.1%
Value ($000) $9,667 Shares 42,919 Est. Cost $187.61 Unrealized
SYBT STOCK YDS BANCORP INC 0.9%
Value ($000) $8,137 Shares 147,564 Est. Cost $61.89 Unrealized -5.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $7,273 Shares 23,555 Est. Cost $244.70 Unrealized +25.9%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $6,905 Shares 18,360 Est. Cost $257.70 Unrealized
IWD ISHARES TR 0.7%
Value ($000) $6,433 Shares 42,250 Est. Cost $118.39 Unrealized
ONB OLD NATL BANCORP IND 0.7%
Value ($000) $6,204 Shares 430,212 Est. Cost $16.68 Unrealized +1.5%
GII SPDR INDEX SHS FDS 0.7%
Value ($000) $5,832 Shares 107,070 Est. Cost $52.83 Unrealized
VXF VANGUARD INDEX FDS 0.6%
Value ($000) $5,302 Shares 37,815 Est. Cost $113.07 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $5,079 Shares 38,972 Est. Cost $103.36 Unrealized +24.0%
IWN ISHARES TR 0.6%
Value ($000) $4,941 Shares 36,057 Est. Cost $89.72 Unrealized
ESGE ISHARES INC 0.5%
Value ($000) $4,573 Shares 145,272 Est. Cost $33.59 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,832 Shares 13,291 Est. Cost $217.18 Unrealized +14.9%
KE KIMBALL ELECTRONICS INC 0.4%
Value ($000) $3,768 Shares 156,339 Est. Cost $25.06 Unrealized -2.7%
GNR SPDR INDEX SHS FDS 0.4%
Value ($000) $3,764 Shares 65,930 Est. Cost $51.21 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $3,725 Shares 8 Est. Cost $389406.34 Unrealized +19.9%
DPZ DOMINOS PIZZA INC 0.4%
Value ($000) $3,299 Shares 10,000 Est. Cost $287.81 Unrealized +10.9%
IVW ISHARES TR 0.4%
Value ($000) $3,184 Shares 49,833 Est. Cost $85.83 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,504 Shares 16,837 Est. Cost $110.63 Unrealized +20.4%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,465 Shares 8,873 Est. Cost $19.34 Unrealized +11.8%
IVE ISHARES TR 0.3%
Value ($000) $2,397 Shares 15,796 Est. Cost $137.98 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,362 Shares 21,543 Est. Cost $53.23 Unrealized +88.2%
ETN EATON CORP PLC 0.2%
Value ($000) $2,212 Shares 12,910 Est. Cost $121.59 Unrealized +31.7%
NKE NIKE INC 0.2%
Value ($000) $2,163 Shares 17,639 Est. Cost $135.01 Unrealized -13.6%
OAK STR HEALTH INC 0.2%
Value ($000) $2,141 Shares 55,348 Est. Cost $57.88 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $2,077 Shares 8,499 Est. Cost $194.56 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,787 Shares 17,297 Est. Cost $120.61 Unrealized -19.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,684 Shares 10,866 Est. Cost $133.47 Unrealized +10.8%
ITOT ISHARES TR 0.2%
Value ($000) $1,661 Shares 18,347 Est. Cost $51.31 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $1,634 Shares 6,941 Est. Cost $194.98 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,625 Shares 3,270 Est. Cost $297.11 Unrealized +58.6%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,600 Shares 29,928 Est. Cost $48.84 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,574 Shares 11,000 Est. Cost $67.57 Unrealized +86.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $1,549 Shares 3,378 Est. Cost $343.95 Unrealized
AON AON PLC 0.2%
Value ($000) $1,536 Shares 4,871 Est. Cost $180.56 Unrealized +67.9%
BBWI BATH & BODY WORKS INC 0.2%
Value ($000) $1,516 Shares 41,451 Est. Cost $48.42 Unrealized -20.2%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,505 Shares 18,122 Est. Cost $80.63 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,391 Shares 7,798 Est. Cost $180.53 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,358 Shares 12,875 Est. Cost $70.76 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,324 Shares 5,291 Est. Cost $226.12 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1,233 Shares 11,882 Est. Cost $101.24 Unrealized -5.9%
BALL BALL CORP 0.1%
Value ($000) $1,208 Shares 21,925 Est. Cost $77.95 Unrealized -31.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,201 Shares 3,743 Est. Cost $327.37 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,188 Shares 4,025 Est. Cost $239.44 Unrealized +18.9%
KKR KKR & CO INC 0.1%
Value ($000) $1,182 Shares 22,515 Est. Cost $28.85 Unrealized +82.0%
KO COCA COLA CO 0.1%
Value ($000) $1,093 Shares 17,618 Est. Cost $47.70 Unrealized +16.2%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,061 Shares 23,482 Est. Cost $42.33 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $1,058 Shares 11,339 Est. Cost $62.33 Unrealized +62.6%
IWR ISHARES TR 0.1%
Value ($000) $1,049 Shares 15,002 Est. Cost $86.74 Unrealized
SNEX STONEX GROUP INC 0.1%
Value ($000) $979 Shares 9,453 Est. Cost $24.61 Unrealized +74.0%
TGT TARGET CORP 0.1%
Value ($000) $972 Shares 5,867 Est. Cost $114.96 Unrealized +29.3%
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $958 Shares 48,093 Est. Cost $21.82 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $955 Shares 23,641 Est. Cost $38.74 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $943 Shares 18,855 Est. Cost $53.49 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $942 Shares 12,222 Est. Cost $64.77 Unrealized +9.1%
NI NISOURCE INC 0.1%
Value ($000) $938 Shares 33,563 Est. Cost $22.25 Unrealized +11.8%
HBNC HORIZON BANCORP INC 0.1%
Value ($000) $918 Shares 83,045 Est. Cost $20.20 Unrealized -28.9%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $882 Shares 4,653 Est. Cost $163.81 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $852 Shares 13,077 Est. Cost $105.88 Unrealized
BA BOEING CO 0.1%
Value ($000) $846 Shares 3,982 Est. Cost $218.16 Unrealized -4.8%
AOR ISHARES TR 0.1%
Value ($000) $819 Shares 16,371 Est. Cost $41.78 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $806 Shares 4,420 Est. Cost $137.13 Unrealized +15.7%
EVERI HLDGS INC 0.1%
Value ($000) $796 Shares 46,420 Est. Cost $3.30 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $794 Shares 8,726 Est. Cost $76.66 Unrealized +7.0%
EFG ISHARES TR 0.1%
Value ($000) $784 Shares 8,371 Est. Cost $95.55 Unrealized
DE DEERE & CO 0.1%
Value ($000) $776 Shares 1,881 Est. Cost $258.87 Unrealized +53.4%
ABT ABBOTT LABS 0.1%
Value ($000) $743 Shares 7,334 Est. Cost $91.42 Unrealized +9.4%
INTU INTUIT 0.1%
Value ($000) $711 Shares 1,594 Est. Cost $567.06 Unrealized -28.9%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $707 Shares 14,617 Est. Cost $54.53 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $702 Shares 6,594 Est. Cost $72.79 Unrealized +35.6%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $691 Shares 3,274 Est. Cost $174.30 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $670 Shares 10,535 Est. Cost $62.55 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $655 Shares 7,047 Est. Cost $54.73 Unrealized +54.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $650 Shares 3,983 Est. Cost $88.04 Unrealized +68.6%
MASI MASIMO CORP 0.1%
Value ($000) $633 Shares 3,430 Est. Cost $174.81 Unrealized -3.5%
WELL WELLTOWER INC 0.1%
Value ($000) $619 Shares 8,638 Est. Cost $56.49 Unrealized +20.0%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $607 Shares 1,574 Est. Cost $379.38 Unrealized
EFAX SPDR INDEX SHS FDS 0.1%
Value ($000) $602 Shares 16,243 Est. Cost $51.30 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $586 Shares 4,593 Est. Cost $120.35 Unrealized -3.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $583 Shares 5,822 Est. Cost $118.51 Unrealized -16.9%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $566 Shares 1,703 Est. Cost $242.66 Unrealized
UPGD INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $561 Shares 10,120 Est. Cost $28.66 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $558 Shares 2,308 Est. Cost $191.94 Unrealized +16.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $557 Shares 8,040 Est. Cost $54.66 Unrealized +12.5%
LOW LOWES COS INC 0.1%
Value ($000) $551 Shares 2,756 Est. Cost $123.75 Unrealized +55.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $539 Shares 2,138 Est. Cost $170.82 Unrealized +31.2%
GOOG ALPHABET INC 0.1%
Value ($000) $536 Shares 5,153 Est. Cost $104.93 Unrealized -8.7%
WMT WALMART INC 0.1%
Value ($000) $535 Shares 3,627 Est. Cost $39.14 Unrealized +17.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $532 Shares 11,100 Est. Cost $46.16 Unrealized -4.7%
V VISA INC 0.1%
Value ($000) $528 Shares 2,341 Est. Cost $209.38 Unrealized +4.0%
F FORD MTR CO DEL 0.1%
Value ($000) $526 Shares 41,712 Est. Cost $10.61 Unrealized -3.8%
TIP ISHARES TR 0.1%
Value ($000) $524 Shares 4,751 Est. Cost $111.53 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $517 Shares 5,674 Est. Cost $116.15 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $513 Shares 5,235 Est. Cost $60.23 Unrealized +53.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $511 Shares 10,398 Est. Cost $18.82 Unrealized +162.5%
DVY ISHARES TR 0.1%
Value ($000) $508 Shares 4,338 Est. Cost $114.89 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $507 Shares 5,241 Est. Cost $91.81 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $482 Shares 2,323 Est. Cost $222.58 Unrealized -21.6%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $480 Shares 14,330 Est. Cost $31.61 Unrealized
QNST QUINSTREET INC 0.1%
Value ($000) $464 Shares 29,250 Est. Cost $12.32 Unrealized +28.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $462 Shares 1,615 Est. Cost $235.07 Unrealized +11.2%
PCTY PAYLOCITY HLDG CORP 0.1%
Value ($000) $460 Shares 2,313 Est. Cost $229.75 Unrealized -14.4%
ABBV ABBVIE INC 0.1%
Value ($000) $458 Shares 2,876 Est. Cost $137.28 Unrealized +0.6%
USMV ISHARES TR 0.1%
Value ($000) $458 Shares 6,293 Est. Cost $71.02 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $449 Shares 3,622 Est. Cost $137.17 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $441 Shares 932 Est. Cost $335.99 Unrealized +28.9%
SLV ISHARES SILVER TR 0.0%
Value ($000) $433 Shares 19,590 Est. Cost $22.02 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $417 Shares 11,155 Est. Cost $37.05 Unrealized +9.2%
USB US BANCORP DEL 0.0%
Value ($000) $396 Shares 10,979 Est. Cost $38.19 Unrealized +1.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $374 Shares 4,775 Est. Cost $71.53 Unrealized +5.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $372 Shares 11,585 Est. Cost $34.51 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $369 Shares 7,059 Est. Cost $40.87 Unrealized +9.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $365 Shares 3,751 Est. Cost $65.09 Unrealized +33.6%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $364 Shares 4,778 Est. Cost $27.85 Unrealized +127.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $359 Shares 1,614 Est. Cost $178.10 Unrealized +18.7%
META META PLATFORMS INC 0.0%
Value ($000) $354 Shares 1,669 Est. Cost $169.12 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $351 Shares 3,366 Est. Cost $87.55 Unrealized +10.9%
EFX EQUIFAX INC 0.0%
Value ($000) $348 Shares 1,714 Est. Cost $147.46 Unrealized +38.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $343 Shares 5,499 Est. Cost $45.34 Unrealized +21.1%
LIN LINDE PLC 0.0%
Value ($000) $335 Shares 942 Est. Cost $322.30 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $334 Shares 8,810 Est. Cost $30.30 Unrealized +14.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $331 Shares 700 Est. Cost $499.43 Unrealized -8.4%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $330 Shares 9,484 Est. Cost $31.73 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $330 Shares 1,453 Est. Cost $194.99 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $323 Shares 2,969 Est. Cost $89.95 Unrealized +22.9%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $320 Shares 10,238 Est. Cost $24.70 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $315 Shares 3,649 Est. Cost $77.79 Unrealized +0.3%
SYK STRYKER CORPORATION 0.0%
Value ($000) $313 Shares 1,098 Est. Cost $257.74 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $311 Shares 485 Est. Cost $47.77 Unrealized +20.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $305 Shares 4,065 Est. Cost $62.61 Unrealized +11.2%
ATLANTIC COASTAL ACQUISTN CO 0.0%
Value ($000) $305 Shares 30,250 Est. Cost $9.75 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $304 Shares 1,973 Est. Cost $162.32 Unrealized
BP BP PLC 0.0%
Value ($000) $301 Shares 7,927 Est. Cost $25.63 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $299 Shares 352 Est. Cost $53.84 Unrealized +1.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $297 Shares 2,339 Est. Cost $109.31 Unrealized +23.1%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $292 Shares 5,757 Est. Cost $49.49 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $291 Shares 1,525 Est. Cost $193.80 Unrealized -8.8%
MBIN MERCHANTS BANCORP IND 0.0%
Value ($000) $290 Shares 11,137 Est. Cost $17.16 Unrealized +56.6%
AIR TRANSPORT SERVICES GRP I 0.0%
Value ($000) $289 Shares 13,870 Est. Cost $18.31 Unrealized
FXF INVESCO CURRENCYSHARES SWISS 0.0%
Value ($000) $287 Shares 2,950 Est. Cost $93.90 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $286 Shares 8,764 Est. Cost $26.73 Unrealized +3.0%
EOG EOG RES INC 0.0%
Value ($000) $282 Shares 2,462 Est. Cost $77.27 Unrealized +41.5%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $277 Shares 763 Est. Cost $323.40 Unrealized +10.5%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $273 Shares 2,500 Est. Cost $109.14 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $273 Shares 3,106 Est. Cost $98.47 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $269 Shares 10,114 Est. Cost $21.20 Unrealized +38.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $264 Shares 3,492 Est. Cost $59.57 Unrealized +20.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $263 Shares 4,137 Est. Cost $79.12 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $261 Shares 1,143 Est. Cost $230.59 Unrealized 0.0%
IEMG ISHARES INC 0.0%
Value ($000) $258 Shares 5,297 Est. Cost $54.35 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $248 Shares 2,594 Est. Cost $48.38 Unrealized +36.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $244 Shares 986 Est. Cost $224.81 Unrealized +3.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $241 Shares 2,944 Est. Cost $71.08 Unrealized 0.0%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $241 Shares 7,048 Est. Cost $33.70 Unrealized +10.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $239 Shares 3,221 Est. Cost $75.19 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $239 Shares 1,573 Est. Cost $127.77 Unrealized +10.9%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $237 Shares 4,440 Est. Cost $46.17 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $234 Shares 4,315 Est. Cost $54.26 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $231 Shares 1,766 Est. Cost $120.73 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $230 Shares 5,638 Est. Cost $40.19 Unrealized -9.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $225 Shares 2,969 Est. Cost $107.50 Unrealized -28.5%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $222 Shares 1,981 Est. Cost $93.65 Unrealized +8.8%
CRM SALESFORCE INC 0.0%
Value ($000) $221 Shares 1,106 Est. Cost $166.88 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $219 Shares 2,497 Est. Cost $84.81 Unrealized 0.0%
INBK FIRST INTERNET BANCORP 0.0%
Value ($000) $217 Shares 13,034 Est. Cost $24.58 Unrealized -1.9%
CSX CSX CORP 0.0%
Value ($000) $213 Shares 7,117 Est. Cost $28.73 Unrealized +2.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $213 Shares 651 Est. Cost $323.64 Unrealized 0.0%
CFA VICTORY PORTFOLIOS II 0.0%
Value ($000) $210 Shares 3,050 Est. Cost $67.74 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $207 Shares 829 Est. Cost $162.26 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $206 Shares 1,750 Est. Cost $112.24 Unrealized -0.7%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $205 Shares 6,222 Est. Cost $29.47 Unrealized +19.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $203 Shares 2,455 Est. Cost $78.60 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $200 Shares 3,579 Est. Cost $62.67 Unrealized -19.3%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $196 Shares 1,051 Est. Cost $117.98 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $195 Shares 15,599 Est. Cost $7.76 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $163 Shares 4,140 Est. Cost $41.79 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $163 Shares 6,269 Est. Cost $25.07 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $143 Shares 2,114 Est. Cost $62.14 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $129 Shares 1,297 Est. Cost $114.48 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $125 Shares 6,300 Est. Cost $19.04 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $119 Shares 10,000 Est. Cost $9.92 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $117 Shares 1,067 Est. Cost $120.44 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $114 Shares 3,349 Est. Cost $31.05 Unrealized
NRGV ENERGY VAULT HOLDINGS INC 0.0%
Value ($000) $108 Shares 50,700 Est. Cost $3.52 Unrealized -3.0%
ARKK ARK ETF TR 0.0%
Value ($000) $106 Shares 2,636 Est. Cost $103.47 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $105 Shares 1,046 Est. Cost $87.67 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $103 Shares 550 Est. Cost $209.09 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $99 Shares 2,350 Est. Cost $62.75 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $96 Shares 10,219 Est. Cost $27.51 Unrealized -57.1%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $93 Shares 2,900 Est. Cost $28.97 Unrealized
SMRT SMARTRENT INC 0.0%
Value ($000) $84 Shares 32,963 Est. Cost $2.47 Unrealized +8.4%
IUSV ISHARES TR 0.0%
Value ($000) $81 Shares 1,100 Est. Cost $71.07 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $81 Shares 561 Est. Cost $143.89 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $76 Shares 750 Est. Cost $101.51 Unrealized
RNW RENEW ENERGY GLOBAL PLC 0.0%
Value ($000) $73 Shares 13,001 Est. Cost $8.79 Unrealized -39.3%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $71 Shares 450 Est. Cost $144.44 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $61 Shares 1,209 Est. Cost $83.62 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $60 Shares 1,246 Est. Cost $45.97 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $58 Shares 674 Est. Cost $93.42 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $57 Shares 673 Est. Cost $94.32 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $46 Shares 683 Est. Cost $61.70 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $46 Shares 429 Est. Cost $99.56 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $45 Shares 1,009 Est. Cost $44.77 Unrealized
MSP RECOVERY INC 0.0%
Value ($000) $43 Shares 50,000 Est. Cost $2.14 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $37 Shares 930 Est. Cost $43.27 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $36 Shares 1,639 Est. Cost $22.19 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $35 Shares 1,868 Est. Cost $51.98 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $35 Shares 651 Est. Cost $149.62 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $35 Shares 302 Est. Cost $115.08 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $35 Shares 851 Est. Cost $54.20 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $34 Shares 1,119 Est. Cost $88.23 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $33 Shares 325 Est. Cost $111.28 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $29 Shares 123 Est. Cost $235.77 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $26 Shares 284 Est. Cost $92.81 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $25 Shares 480 Est. Cost $58.38 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 525 Est. Cost $63.64 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 729 Est. Cost $39.78 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $22 Shares 700 Est. Cost $36.33 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $21 Shares 78 Est. Cost $273.06 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $20 Shares 504 Est. Cost $45.63 Unrealized
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value ($000) $19 Shares 12,630 Est. Cost $1.40 Unrealized -0.2%
BOXLIGHT CORP 0.0%
Value ($000) $17 Shares 43,330 Est. Cost $1.62 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 68 Est. Cost $139.60 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $8 Shares 110 Est. Cost $87.43 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $8 Shares 52 Est. Cost $153.85 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 84 Est. Cost $82.83 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $7 Shares 113 Est. Cost $56.79 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 44 Est. Cost $149.55 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $6 Shares 68 Est. Cost $102.92 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $6 Shares 133 Est. Cost $52.63 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $6 Shares 63 Est. Cost $111.78 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 42 Est. Cost $134.59 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 55 Est. Cost $81.97 Unrealized
DRIV GLOBAL X FDS 0.0%
Value ($000) $4 Shares 152 Est. Cost $19.87 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 62 Est. Cost $57.97 Unrealized
HELIOGEN INC 0.0%
Value ($000) $3 Shares 14,006 Est. Cost $1.86 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 220 Est. Cost $14.50 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $89.78 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $2 Shares 33 Est. Cost $68.18 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $2 Shares 99 Est. Cost $22.90 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 18 Est. Cost $133.31 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 11 Est. Cost $182.16 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $1 Shares 18 Est. Cost $50.67 Unrealized
ATLANTIC COASTAL ACQUISTN CO 0.0%
Value ($000) $1 Shares 10,083 Est. Cost $0.60 Unrealized