Pacific Center for Financial Services Diversified Active

CIK: 0001698222 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 16, 2023

Total Value ($000): $290,123 (100.0% shares, 0.0% debt)

Holdings (403)

VUSB VANGUARD BD INDEX FDS 13.0%
Value ($000) $37,708 Shares 765,808 Est. Cost $49.38 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 11.3%
Value ($000) $32,775 Shares 600,275 Est. Cost $52.22 Unrealized
QQQ INVESCO QQQ TR 9.3%
Value ($000) $26,855 Shares 83,680 Est. Cost $176.37 Unrealized
VTI VANGUARD INDEX FDS 8.8%
Value ($000) $25,471 Shares 124,794 Est. Cost $135.31 Unrealized
IJR ISHARES TR 5.2%
Value ($000) $14,988 Shares 154,991 Est. Cost $105.25 Unrealized
XLV SELECT SECTOR SPDR TR 4.9%
Value ($000) $14,269 Shares 110,220 Est. Cost $129.27 Unrealized
VNQ VANGUARD INDEX FDS 4.6%
Value ($000) $13,309 Shares 160,276 Est. Cost $83.57 Unrealized
VOE VANGUARD INDEX FDS 4.1%
Value ($000) $11,899 Shares 88,751 Est. Cost $149.00 Unrealized
CDC VICTORY PORTFOLIOS II 3.6%
Value ($000) $10,493 Shares 173,095 Est. Cost $71.27 Unrealized
USMV ISHARES TR 3.4%
Value ($000) $9,803 Shares 134,763 Est. Cost $55.94 Unrealized
IJH ISHARES TR 3.3%
Value ($000) $9,580 Shares 38,296 Est. Cost $196.89 Unrealized
MGK VANGUARD WORLD FD 2.6%
Value ($000) $7,475 Shares 36,553 Est. Cost $175.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.3%
Value ($000) $6,649 Shares 14,505 Est. Cost $302.44 Unrealized
VFVA VANGUARD WELLINGTON FD 2.0%
Value ($000) $5,933 Shares 61,187 Est. Cost $106.40 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $4,992 Shares 30,274 Est. Cost $93.29 Unrealized +55.9%
SPLV INVESCO EXCH TRADED FD TR II 1.5%
Value ($000) $4,347 Shares 69,659 Est. Cost $51.82 Unrealized
VO VANGUARD INDEX FDS 1.4%
Value ($000) $4,061 Shares 19,255 Est. Cost $132.55 Unrealized
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $2,580 Shares 24,458 Est. Cost $88.88 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,541 Shares 15,576 Est. Cost $77.92 Unrealized +90.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,483 Shares 8,041 Est. Cost $245.46 Unrealized +25.6%
VXF VANGUARD INDEX FDS 0.6%
Value ($000) $1,730 Shares 12,341 Est. Cost $127.07 Unrealized
XLRE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,688 Shares 45,160 Est. Cost $41.53 Unrealized
IHI ISHARES TR 0.4%
Value ($000) $1,226 Shares 22,715 Est. Cost $96.59 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,058 Shares 3,671 Est. Cost $115.72 Unrealized +115.6%
T AT&T INC 0.4%
Value ($000) $1,020 Shares 52,975 Est. Cost $15.43 Unrealized +6.0%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $999 Shares 18,090 Est. Cost $51.98 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $873 Shares 23,360 Est. Cost $35.74 Unrealized +13.2%
RPG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $851 Shares 5,630 Est. Cost $115.28 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $780 Shares 3,271 Est. Cost $206.82 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $771 Shares 2,774 Est. Cost $18.17 Unrealized +19.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $744 Shares 9,655 Est. Cost $61.08 Unrealized +15.7%
PRFZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $687 Shares 4,173 Est. Cost $138.96 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $609 Shares 5,557 Est. Cost $56.18 Unrealized +78.3%
V VISA INC 0.2%
Value ($000) $535 Shares 2,371 Est. Cost $114.71 Unrealized +89.9%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $533 Shares 3,817 Est. Cost $47.35 Unrealized +159.8%
EFAV ISHARES TR 0.2%
Value ($000) $522 Shares 7,723 Est. Cost $63.82 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $514 Shares 3,946 Est. Cost $86.90 Unrealized +47.5%
ASML ASML HOLDING N V 0.2%
Value ($000) $501 Shares 736 Est. Cost $111.95 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $488 Shares 2,664 Est. Cost $139.11 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $485 Shares 4,698 Est. Cost $124.60 Unrealized -22.5%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $476 Shares 12,227 Est. Cost $36.29 Unrealized -9.9%
GOOG ALPHABET INC 0.2%
Value ($000) $470 Shares 4,520 Est. Cost $107.41 Unrealized -10.8%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $466 Shares 1,239 Est. Cost $332.76 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $453 Shares 3,044 Est. Cost $74.71 Unrealized +78.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $450 Shares 4,340 Est. Cost $106.62 Unrealized -10.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $432 Shares 869 Est. Cost $233.82 Unrealized +101.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $427 Shares 1,044 Est. Cost $318.70 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $424 Shares 5,156 Est. Cost $81.38 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $409 Shares 14,885 Est. Cost $29.05 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $406 Shares 4,055 Est. Cost $98.19 Unrealized +0.3%
ABBV ABBVIE INC 0.1%
Value ($000) $405 Shares 2,543 Est. Cost $99.64 Unrealized +38.6%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $390 Shares 1,173 Est. Cost $202.19 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $388 Shares 5,090 Est. Cost $74.40 Unrealized
DLB DOLBY LABORATORIES INC 0.1%
Value ($000) $384 Shares 4,497 Est. Cost $70.16 Unrealized +9.3%
KO COCA COLA CO 0.1%
Value ($000) $381 Shares 6,148 Est. Cost $31.38 Unrealized +76.6%
SUSA ISHARES TR 0.1%
Value ($000) $377 Shares 4,292 Est. Cost $93.01 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $374 Shares 3,385 Est. Cost $110.05 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $369 Shares 7,346 Est. Cost $50.25 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.1%
Value ($000) $335 Shares 5,516 Est. Cost $71.57 Unrealized -3.9%
PSA PUBLIC STORAGE 0.1%
Value ($000) $318 Shares 1,053 Est. Cost $146.80 Unrealized +77.5%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $303 Shares 17,312 Est. Cost $12.39 Unrealized +23.0%
AVT AVNET INC 0.1%
Value ($000) $300 Shares 6,640 Est. Cost $38.43 Unrealized +7.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $297 Shares 1,928 Est. Cost $134.31 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $288 Shares 2,462 Est. Cost $93.97 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $288 Shares 6,150 Est. Cost $50.14 Unrealized -11.7%
CPRT COPART INC 0.1%
Value ($000) $285 Shares 3,790 Est. Cost $30.10 Unrealized +12.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $281 Shares 1,469 Est. Cost $92.61 Unrealized +90.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $276 Shares 4,082 Est. Cost $68.37 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $274 Shares 5,237 Est. Cost $39.66 Unrealized +13.1%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $260 Shares 4,955 Est. Cost $48.92 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $257 Shares 6,792 Est. Cost $33.13 Unrealized +4.5%
PFE PFIZER INC 0.1%
Value ($000) $233 Shares 5,720 Est. Cost $23.35 Unrealized +56.5%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $218 Shares 2,986 Est. Cost $64.26 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $216 Shares 2,822 Est. Cost $80.69 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $215 Shares 2,590 Est. Cost $75.69 Unrealized
SPYX SPDR SER TR 0.1%
Value ($000) $207 Shares 6,236 Est. Cost $46.39 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $194 Shares 1,286 Est. Cost $145.10 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $191 Shares 2,000 Est. Cost $52.05 Unrealized +62.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $191 Shares 2,757 Est. Cost $41.71 Unrealized +47.4%
SOXX ISHARES TR 0.1%
Value ($000) $190 Shares 428 Est. Cost $419.73 Unrealized
DOW DOW INC 0.1%
Value ($000) $188 Shares 3,429 Est. Cost $50.16 Unrealized -5.7%
HD HOME DEPOT INC 0.1%
Value ($000) $179 Shares 606 Est. Cost $197.85 Unrealized +43.9%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $175 Shares 11,576 Est. Cost $18.49 Unrealized -23.0%
REZ ISHARES TR 0.1%
Value ($000) $173 Shares 2,455 Est. Cost $66.12 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $173 Shares 816 Est. Cost $195.49 Unrealized -13.5%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $169 Shares 1,770 Est. Cost $54.28 Unrealized +21.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $169 Shares 5,913 Est. Cost $18.40 Unrealized +66.2%
LIN LINDE PLC 0.1%
Value ($000) $168 Shares 474 Est. Cost $322.30 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $166 Shares 1,825 Est. Cost $45.29 Unrealized +81.1%
TSLA TESLA INC 0.1%
Value ($000) $165 Shares 793 Est. Cost $267.61 Unrealized -34.8%
IWF ISHARES TR 0.1%
Value ($000) $164 Shares 673 Est. Cost $244.33 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $163 Shares 708 Est. Cost $230.23 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $162 Shares 1,744 Est. Cost $40.27 Unrealized +110.5%
IBB ISHARES TR 0.1%
Value ($000) $153 Shares 1,188 Est. Cost $132.09 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $152 Shares 663 Est. Cost $145.84 Unrealized +58.1%
PGJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $151 Shares 5,080 Est. Cost $41.85 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $148 Shares 1,012 Est. Cost $123.52 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $148 Shares 630 Est. Cost $235.41 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $147 Shares 405 Est. Cost $318.56 Unrealized +12.2%
BANF BANCFIRST CORP 0.1%
Value ($000) $145 Shares 1,750 Est. Cost $38.34 Unrealized +113.2%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $142 Shares 906 Est. Cost $111.84 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $142 Shares 1,430 Est. Cost $101.31 Unrealized
WMT WALMART INC 0.0%
Value ($000) $141 Shares 955 Est. Cost $41.20 Unrealized +11.1%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $135 Shares 918 Est. Cost $106.75 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $135 Shares 8,750 Est. Cost $10.17 Unrealized
STOT SSGA ACTIVE TR 0.0%
Value ($000) $134 Shares 2,879 Est. Cost $49.36 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $133 Shares 50 Est. Cost $2296.54 Unrealized +4.3%
MRK MERCK & CO INC 0.0%
Value ($000) $130 Shares 1,226 Est. Cost $49.00 Unrealized +101.4%
SRE SEMPRA 0.0%
Value ($000) $127 Shares 839 Est. Cost $39.41 Unrealized +77.0%
SSD SIMPSON MFG INC 0.0%
Value ($000) $121 Shares 1,105 Est. Cost $106.78 Unrealized -3.8%
PLD PROLOGIS INC. 0.0%
Value ($000) $119 Shares 956 Est. Cost $53.52 Unrealized +109.1%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $116 Shares 747 Est. Cost $123.62 Unrealized +19.6%
ACWV ISHARES INC 0.0%
Value ($000) $115 Shares 1,191 Est. Cost $76.46 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $110 Shares 1,038 Est. Cost $59.76 Unrealized +82.0%
SNAP SNAP INC 0.0%
Value ($000) $106 Shares 9,443 Est. Cost $22.80 Unrealized -53.9%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $106 Shares 558 Est. Cost $153.68 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $105 Shares 377 Est. Cost $138.85 Unrealized +80.4%
IWM ISHARES TR 0.0%
Value ($000) $105 Shares 590 Est. Cost $159.25 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $104 Shares 2,178 Est. Cost $59.30 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $103 Shares 299 Est. Cost $46.21 Unrealized -28.4%
HYMB SPDR SER TR 0.0%
Value ($000) $102 Shares 4,076 Est. Cost $25.04 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $101 Shares 920 Est. Cost $60.37 Unrealized +67.4%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $99 Shares 257 Est. Cost $120.62 Unrealized
BA BOEING CO 0.0%
Value ($000) $99 Shares 464 Est. Cost $206.41 Unrealized +0.7%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $98 Shares 8,891 Est. Cost $22.19 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $95 Shares 2,842 Est. Cost $31.67 Unrealized
VREX VAREX IMAGING CORP 0.0%
Value ($000) $94 Shares 5,180 Est. Cost $28.93 Unrealized -34.2%
AOM ISHARES TR 0.0%
Value ($000) $94 Shares 2,362 Est. Cost $35.69 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $91 Shares 286 Est. Cost $336.52 Unrealized -10.2%
ETF MANAGERS TR 0.0%
Value ($000) $91 Shares 1,899 Est. Cost $26.63 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $85 Shares 50 Est. Cost $7.89 Unrealized +298.3%
TGT TARGET CORP 0.0%
Value ($000) $84 Shares 509 Est. Cost $64.93 Unrealized +128.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $82 Shares 845 Est. Cost $58.12 Unrealized +49.6%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $82 Shares 1,537 Est. Cost $33.32 Unrealized
HPQ HP INC 0.0%
Value ($000) $82 Shares 2,784 Est. Cost $27.00 Unrealized -4.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $82 Shares 590 Est. Cost $125.44 Unrealized +14.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $79 Shares 908 Est. Cost $60.70 Unrealized +36.1%
PCG PG&E CORP 0.0%
Value ($000) $79 Shares 4,855 Est. Cost $42.83 Unrealized -63.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $77 Shares 1,732 Est. Cost $33.97 Unrealized +6.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $77 Shares 162 Est. Cost $247.81 Unrealized +84.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $76 Shares 266 Est. Cost $107.12 Unrealized +144.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $74 Shares 450 Est. Cost $60.98 Unrealized +162.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $72 Shares 325 Est. Cost $106.84 Unrealized +97.9%
EIX EDISON INTL 0.0%
Value ($000) $72 Shares 1,018 Est. Cost $48.33 Unrealized +22.5%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $70 Shares 2,158 Est. Cost $32.90 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $69 Shares 262 Est. Cost $101.86 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $68 Shares 747 Est. Cost $82.13 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $67 Shares 3,399 Est. Cost $21.95 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $64 Shares 286 Est. Cost $136.36 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $64 Shares 611 Est. Cost $78.18 Unrealized +24.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $62 Shares 611 Est. Cost $206.65 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $62 Shares 257 Est. Cost $189.90 Unrealized +18.0%
NKE NIKE INC 0.0%
Value ($000) $62 Shares 506 Est. Cost $54.25 Unrealized +115.1%
UNP UNION PAC CORP 0.0%
Value ($000) $62 Shares 307 Est. Cost $150.88 Unrealized +25.5%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $59 Shares 758 Est. Cost $70.48 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $59 Shares 392 Est. Cost $106.26 Unrealized
COMB GRANITESHARES ETF TR 0.0%
Value ($000) $59 Shares 2,755 Est. Cost $29.78 Unrealized
SMMV ISHARES TR 0.0%
Value ($000) $58 Shares 1,678 Est. Cost $33.67 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $58 Shares 1,779 Est. Cost $29.17 Unrealized -5.6%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $55 Shares 1,221 Est. Cost $37.16 Unrealized +20.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $52 Shares 744 Est. Cost $36.97 Unrealized +65.3%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $52 Shares 677 Est. Cost $76.60 Unrealized
MMM 3M CO 0.0%
Value ($000) $52 Shares 491 Est. Cost $108.93 Unrealized -22.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $51 Shares 506 Est. Cost $70.40 Unrealized
BIO BIO RAD LABS INC 0.0%
Value ($000) $49 Shares 103 Est. Cost $498.57 Unrealized -6.1%
ESGD ISHARES TR 0.0%
Value ($000) $48 Shares 673 Est. Cost $68.97 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $48 Shares 588 Est. Cost $71.08 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $48 Shares 295 Est. Cost $159.93 Unrealized +6.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $47 Shares 571 Est. Cost $57.28 Unrealized +30.4%
PEP PEPSICO INC 0.0%
Value ($000) $47 Shares 257 Est. Cost $122.01 Unrealized +30.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $44 Shares 2,784 Est. Cost $12.32 Unrealized +17.5%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $44 Shares 750 Est. Cost $41.24 Unrealized +41.2%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 277 Est. Cost $111.91 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $44 Shares 1,975 Est. Cost $31.60 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $42 Shares 1,665 Est. Cost $27.09 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $41 Shares 712 Est. Cost $17.07 Unrealized +209.0%
F FORD MTR CO DEL 0.0%
Value ($000) $41 Shares 3,280 Est. Cost $6.88 Unrealized +48.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $41 Shares 312 Est. Cost $101.49 Unrealized +19.0%
CRM SALESFORCE INC 0.0%
Value ($000) $41 Shares 204 Est. Cost $252.12 Unrealized -33.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $40 Shares 1,256 Est. Cost $28.52 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $40 Shares 500 Est. Cost $52.24 Unrealized +27.8%
FXI ISHARES TR 0.0%
Value ($000) $40 Shares 1,341 Est. Cost $35.05 Unrealized
SONO SONOS INC 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $37.41 Unrealized -49.0%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $39 Shares 736 Est. Cost $58.42 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $39 Shares 451 Est. Cost $54.14 Unrealized +32.9%
HLAL LISTED FD TR 0.0%
Value ($000) $38 Shares 978 Est. Cost $34.98 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $37 Shares 370 Est. Cost $36.93 Unrealized +170.8%
EVRG EVERGY INC 0.0%
Value ($000) $37 Shares 598 Est. Cost $40.03 Unrealized +34.0%
USB US BANCORP DEL 0.0%
Value ($000) $36 Shares 988 Est. Cost $40.60 Unrealized -4.8%
PARAMOUNT GLOBAL 0.0%
Value ($000) $35 Shares 1,567 Est. Cost $21.24 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $33 Shares 101 Est. Cost $247.77 Unrealized +30.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $33 Shares 439 Est. Cost $54.99 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $33 Shares 810 Est. Cost $40.40 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.85 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $31 Shares 246 Est. Cost $75.44 Unrealized +54.3%
IWR ISHARES TR 0.0%
Value ($000) $31 Shares 448 Est. Cost $79.80 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $31 Shares 789 Est. Cost $39.35 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $31 Shares 428 Est. Cost $69.20 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $30 Shares 832 Est. Cost $25.76 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $30 Shares 143 Est. Cost $205.88 Unrealized -4.5%
LQD ISHARES TR 0.0%
Value ($000) $29 Shares 265 Est. Cost $118.94 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $29 Shares 2,845 Est. Cost $28.07 Unrealized -63.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $28 Shares 500 Est. Cost $51.02 Unrealized -0.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $27 Shares 1,050 Est. Cost $26.67 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $27 Shares 328 Est. Cost $88.48 Unrealized -6.6%
CARZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $26 Shares 513 Est. Cost $39.90 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $26 Shares 110 Est. Cost $12.32 Unrealized +251.3%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $25 Shares 560 Est. Cost $44.67 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $25 Shares 128 Est. Cost $91.24 Unrealized +73.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $24 Shares 350 Est. Cost $28.57 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $24 Shares 1,920 Est. Cost $13.02 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $24 Shares 1,692 Est. Cost $13.30 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $23 Shares 1,174 Est. Cost $12.59 Unrealized +41.8%
IWC ISHARES TR 0.0%
Value ($000) $23 Shares 218 Est. Cost $122.78 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $23 Shares 459 Est. Cost $35.96 Unrealized +27.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $23 Shares 136 Est. Cost $151.71 Unrealized +5.0%
IJJ ISHARES TR 0.0%
Value ($000) $23 Shares 220 Est. Cost $93.32 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $22 Shares 308 Est. Cost $85.63 Unrealized
CSX CSX CORP 0.0%
Value ($000) $22 Shares 720 Est. Cost $23.94 Unrealized +23.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $21 Shares 135 Est. Cost $80.66 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $21 Shares 1,200 Est. Cost $22.50 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $21 Shares 213 Est. Cost $56.13 Unrealized +64.4%
WDAY WORKDAY INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $138.94 Unrealized +31.0%
DE DEERE & CO 0.0%
Value ($000) $21 Shares 50 Est. Cost $81.42 Unrealized +387.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $21 Shares 140 Est. Cost $60.77 Unrealized +128.6%
DEO DIAGEO PLC 0.0%
Value ($000) $20 Shares 113 Est. Cost $106.19 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 69 Est. Cost $180.89 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $20 Shares 80 Est. Cost $129.99 Unrealized +74.1%
BIIB BIOGEN INC 0.0%
Value ($000) $20 Shares 71 Est. Cost $296.43 Unrealized -6.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $102.22 Unrealized -20.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $20 Shares 314 Est. Cost $30.56 Unrealized +79.6%
IDNA ISHARES TR 0.0%
Value ($000) $20 Shares 840 Est. Cost $48.32 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $19 Shares 92 Est. Cost $219.04 Unrealized -3.2%
VFMF VANGUARD WELLINGTON FD 0.0%
Value ($000) $19 Shares 194 Est. Cost $81.77 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $19 Shares 390 Est. Cost $41.85 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $19 Shares 208 Est. Cost $87.97 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $19 Shares 250 Est. Cost $57.61 Unrealized +30.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $18 Shares 140 Est. Cost $118.20 Unrealized +3.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $18 Shares 184 Est. Cost $136.67 Unrealized -30.2%
HSY HERSHEY CO 0.0%
Value ($000) $18 Shares 71 Est. Cost $79.47 Unrealized +173.3%
IJS ISHARES TR 0.0%
Value ($000) $18 Shares 187 Est. Cost $101.60 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $17 Shares 219 Est. Cost $102.16 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $17 Shares 50 Est. Cost $118.35 Unrealized +170.4%
IYF ISHARES TR 0.0%
Value ($000) $17 Shares 236 Est. Cost $84.61 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $17 Shares 125 Est. Cost $114.77 Unrealized +1.3%
IUSV ISHARES TR 0.0%
Value ($000) $16 Shares 222 Est. Cost $72.07 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $16 Shares 64 Est. Cost $189.62 Unrealized +26.9%
VMWARE INC 0.0%
Value ($000) $15 Shares 122 Est. Cost $118.73 Unrealized
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $15 Shares 850 Est. Cost $35.29 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $15 Shares 112 Est. Cost $34.23 Unrealized +243.5%
BAX BAXTER INTL INC 0.0%
Value ($000) $15 Shares 371 Est. Cost $48.56 Unrealized -18.8%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $15 Shares 817 Est. Cost $17.46 Unrealized +8.9%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $15 Shares 275 Est. Cost $74.18 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $15 Shares 73 Est. Cost $182.11 Unrealized +5.5%
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $14 Shares 2,600 Est. Cost $3.62 Unrealized +59.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $14 Shares 70 Est. Cost $86.33 Unrealized +119.6%
AFL AFLAC INC 0.0%
Value ($000) $14 Shares 220 Est. Cost $34.91 Unrealized +84.1%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 282 Est. Cost $28.37 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $13 Shares 32 Est. Cost $431.82 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $13 Shares 269 Est. Cost $57.76 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 636 Est. Cost $30.69 Unrealized
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $12 Shares 1,198 Est. Cost $10.85 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $12 Shares 200 Est. Cost $27.17 Unrealized +88.9%
SLV ISHARES SILVER TR 0.0%
Value ($000) $12 Shares 533 Est. Cost $15.01 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 46 Est. Cost $326.09 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $11 Shares 123 Est. Cost $72.00 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 77 Est. Cost $137.14 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $11 Shares 86 Est. Cost $149.58 Unrealized -15.6%
IFRA ISHARES TR 0.0%
Value ($000) $10 Shares 279 Est. Cost $36.27 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $10 Shares 364 Est. Cost $27.31 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 255 Est. Cost $94.59 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 122 Est. Cost $82.64 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $10 Shares 26 Est. Cost $236.62 Unrealized +50.2%
ARKG ARK ETF TR 0.0%
Value ($000) $10 Shares 332 Est. Cost $72.11 Unrealized
KR KROGER CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $21.37 Unrealized +100.7%
HRB BLOCK H & R INC 0.0%
Value ($000) $10 Shares 280 Est. Cost $16.08 Unrealized +110.8%
TELFY TELEFONICA S A 0.0%
Value ($000) $10 Shares 2,278 Est. Cost $8.29 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $10 Shares 192 Est. Cost $44.56 Unrealized +13.5%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $68.75 Unrealized +45.0%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 192 Est. Cost $53.69 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 48 Est. Cost $125.00 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $9 Shares 350 Est. Cost $17.29 Unrealized +70.1%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $9 Shares 55 Est. Cost $161.79 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $9 Shares 116 Est. Cost $39.56 Unrealized +91.2%
EWA ISHARES INC 0.0%
Value ($000) $9 Shares 390 Est. Cost $25.07 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $9 Shares 140 Est. Cost $54.25 Unrealized +11.3%
APARTMENT INCOME REIT CORP 0.0%
Value ($000) $9 Shares 247 Est. Cost $36.44 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $9 Shares 505 Est. Cost $22.03 Unrealized -19.1%
ROKU ROKU INC 0.0%
Value ($000) $9 Shares 130 Est. Cost $141.00 Unrealized -58.5%
WABC WESTAMERICA BANCORPORATION 0.0%
Value ($000) $8 Shares 190 Est. Cost $52.96 Unrealized -9.4%
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $8 Shares 239 Est. Cost $46.50 Unrealized -26.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $8 Shares 50 Est. Cost $118.01 Unrealized +31.3%
CTVA CORTEVA INC 0.0%
Value ($000) $8 Shares 136 Est. Cost $25.02 Unrealized +136.3%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 52 Est. Cost $96.15 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $8 Shares 257 Est. Cost $40.22 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $8 Shares 49 Est. Cost $110.16 Unrealized +32.9%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $8 Shares 220 Est. Cost $31.25 Unrealized +4.0%
AVGO BROADCOM INC 0.0%
Value ($000) $8 Shares 12 Est. Cost $52.39 Unrealized +9.9%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $8 Shares 81 Est. Cost $79.53 Unrealized -4.1%
SIMS SPDR SER TR 0.0%
Value ($000) $8 Shares 218 Est. Cost $46.42 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 33 Est. Cost $173.08 Unrealized +10.1%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $7 Shares 110 Est. Cost $60.97 Unrealized +20.9%
INDY ISHARES TR 0.0%
Value ($000) $7 Shares 166 Est. Cost $30.12 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $81.24 Unrealized -24.1%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $7 Shares 50 Est. Cost $165.57 Unrealized -14.0%
SPYG SPDR SER TR 0.0%
Value ($000) $7 Shares 119 Est. Cost $50.24 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $6 Shares 659 Est. Cost $16.69 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $6 Shares 89 Est. Cost $57.75 Unrealized
NTCT NETSCOUT SYS INC 0.0%
Value ($000) $6 Shares 220 Est. Cost $30.68 Unrealized -2.4%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $6 Shares 239 Est. Cost $27.49 Unrealized -0.9%
RY ROYAL BK CDA SUSTAINABL 0.0%
Value ($000) $6 Shares 60 Est. Cost $69.90 Unrealized +41.8%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $5 Shares 123 Est. Cost $26.06 Unrealized +59.5%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $5 Shares 255 Est. Cost $21.05 Unrealized
PPL PPL CORP 0.0%
Value ($000) $5 Shares 190 Est. Cost $23.47 Unrealized +9.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5 Shares 51 Est. Cost $89.94 Unrealized +10.6%
CHGG CHEGG INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $62.60 Unrealized -70.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $27.19 Unrealized +5.5%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $5 Shares 210 Est. Cost $40.64 Unrealized -39.0%
XOP SPDR SER TR 0.0%
Value ($000) $5 Shares 37 Est. Cost $34.21 Unrealized
MET METLIFE INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $34.82 Unrealized +77.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $5 Shares 8 Est. Cost $330.82 Unrealized +68.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $5 Shares 18 Est. Cost $66.37 Unrealized +237.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $123.77 Unrealized 0.0%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $4 Shares 110 Est. Cost $45.04 Unrealized -21.0%
GSK GSK PLC 0.0%
Value ($000) $4 Shares 115 Est. Cost $26.09 Unrealized
JUNIPER NETWORKS INC 0.0%
Value ($000) $4 Shares 114 Est. Cost $26.32 Unrealized
NORDSTROM INC 0.0%
Value ($000) $4 Shares 236 Est. Cost $49.13 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $4 Shares 46 Est. Cost $33.59 Unrealized +14.6%
MRNA MODERNA INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $368.80 Unrealized -55.3%
ARKK ARK ETF TR 0.0%
Value ($000) $4 Shares 91 Est. Cost $98.30 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $4 Shares 81 Est. Cost $87.36 Unrealized -44.4%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $3 Shares 132 Est. Cost $37.88 Unrealized
SNY SANOFI 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.85 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $3 Shares 11 Est. Cost $103.92 Unrealized +148.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 81 Est. Cost $53.72 Unrealized -36.4%
MBC MASTERBRAND INC 0.0%
Value ($000) $3 Shares 375 Est. Cost $8.82 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $3 Shares 80 Est. Cost $40.87 Unrealized -28.5%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $3 Shares 20 Est. Cost $148.94 Unrealized -0.7%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $103.67 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 122 Est. Cost $26.93 Unrealized -13.6%
VFC V F CORP 0.0%
Value ($000) $3 Shares 120 Est. Cost $51.86 Unrealized -49.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 62 Est. Cost $55.82 Unrealized -25.4%
MARATHON OIL CORP 0.0%
Value ($000) $3 Shares 112 Est. Cost $17.86 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 59 Est. Cost $24.16 Unrealized +57.6%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $2 Shares 25 Est. Cost $185.43 Unrealized -53.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2 Shares 50 Est. Cost $17.13 Unrealized +151.6%
INVA INNOVIVA INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.71 Unrealized -4.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.48 Unrealized +66.2%
AI C3 AI INC 0.0%
Value ($000) $2 Shares 62 Est. Cost $40.49 Unrealized -49.4%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $2 Shares 95 Est. Cost $27.78 Unrealized -18.4%
IWD ISHARES TR 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $52.64 Unrealized +35.8%
AIV APARTMENT INVT & MGMT CO 0.0%
Value ($000) $2 Shares 247 Est. Cost $4.05 Unrealized
BP BP PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.37 Unrealized
GRAPHITE BIO INC 0.0%
Value ($000) $2 Shares 750 Est. Cost $2.45 Unrealized
ALC ALCON AG 0.0%
Value ($000) $2 Shares 24 Est. Cost $75.98 Unrealized -7.3%
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 42 Est. Cost $32.49 Unrealized +14.4%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 85 Est. Cost $21.34 Unrealized -15.3%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.92 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $32.84 Unrealized -48.6%
PDS PRECISION DRILLING CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $64.76 Unrealized 0.0%
BYND BEYOND MEAT INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $98.85 Unrealized -83.3%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 47 Est. Cost $34.02 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 144 Est. Cost $6.94 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $14.73 Unrealized +26.1%
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 231 Est. Cost $4.65 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 3 Est. Cost $350.86 Unrealized +6.5%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.69 Unrealized -2.5%
M MACYS INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $17.77 Unrealized +19.1%
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 42 Est. Cost $21.82 Unrealized -29.6%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.31 Unrealized +64.8%
GRAN TIERRA ENERGY INC 0.0%
Value ($000) $1 Shares 994 Est. Cost $0.88 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.28 Unrealized
GAP GAP INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $23.04 Unrealized -52.7%
BROS DUTCH BROS INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.51 Unrealized -28.8%
WAB WABTEC 0.0%
Value ($000) $1 Shares 7 Est. Cost $86.77 Unrealized +15.8%
TBPH THERAVANCE BIOPHARMA INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.73 Unrealized -43.6%
IONQ IONQ INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.08 Unrealized -33.9%
FTV FORTIVE CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $31.86 Unrealized +56.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 201 Est. Cost $12.03 Unrealized -66.5%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.73 Unrealized +1.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.56 Unrealized +4.0%
DMTKQ DERMTECH INC 0.0%
Value ($000) $0 Shares 109 Est. Cost $18.35 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 51 Est. Cost $6.62 Unrealized +16.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.47 Unrealized +56.2%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.05 Unrealized -2.8%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.59 Unrealized -34.3%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $0 Shares 15 Est. Cost $14.97 Unrealized 0.0%
AEGON N V 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
ADEA ADEIA INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $9.49 Unrealized 0.0%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.29 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $13.33 Unrealized -27.3%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ENSV ENSERVCO CORP 0.0%
Value ($000) $0 Shares 193 Est. Cost $0.96 Unrealized 0.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.19 Unrealized -22.5%
XPER XPERI INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.33 Unrealized -55.3%
CONFORMIS INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $1.63 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.51 Unrealized -7.7%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LSTA LISATA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $3.25 Unrealized
DSS INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $0.23 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $2.96 Unrealized +38.7%
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.55 Unrealized -60.8%