Global Trust Asset Management, LLC Diversified Active

CIK: 0001729672 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 24, 2023

Total Value ($000): $222,546 (100.0% shares, 0.0% debt)

Holdings (447)

SPY SPDR S&P 500 ETF TR 7.7%
Value ($000) $17,106 Shares 38,592 Est. Cost $263.53 Unrealized
QQQ INVESCO QQQ TR 6.7%
Value ($000) $14,883 Shares 40,286 Est. Cost $206.80 Unrealized
AAPL APPLE INC 4.9%
Value ($000) $10,919 Shares 56,300 Est. Cost $102.44 Unrealized +68.0%
VTI VANGUARD INDEX FDS 2.5%
Value ($000) $5,570 Shares 25,288 Est. Cost $167.69 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $5,073 Shares 14,898 Est. Cost $137.88 Unrealized +122.8%
IJH ISHARES TR 2.2%
Value ($000) $4,965 Shares 18,990 Est. Cost $188.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $4,617 Shares 13,538 Est. Cost $218.50 Unrealized +49.4%
VXUS VANGUARD STAR FDS 2.0%
Value ($000) $4,531 Shares 80,804 Est. Cost $54.33 Unrealized
IJR ISHARES TR 1.9%
Value ($000) $4,335 Shares 43,499 Est. Cost $78.42 Unrealized
NEE NEXTERA ENERGY INC 1.8%
Value ($000) $3,934 Shares 53,018 Est. Cost $60.13 Unrealized +16.4%
HYG ISHARES TR 1.7%
Value ($000) $3,713 Shares 49,469 Est. Cost $78.45 Unrealized
MA MASTERCARD INCORPORATED 1.6%
Value ($000) $3,646 Shares 9,270 Est. Cost $223.53 Unrealized +65.5%
LOW LOWES COS INC 1.6%
Value ($000) $3,573 Shares 15,830 Est. Cost $86.31 Unrealized +129.1%
IEFA ISHARES TR 1.6%
Value ($000) $3,541 Shares 52,463 Est. Cost $60.69 Unrealized
DVY ISHARES TR 1.5%
Value ($000) $3,227 Shares 28,486 Est. Cost $110.97 Unrealized
WEC WEC ENERGY GROUP INC 1.2%
Value ($000) $2,597 Shares 29,428 Est. Cost $89.42 Unrealized -6.0%
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $2,581 Shares 18,161 Est. Cost $126.86 Unrealized
V VISA INC 1.1%
Value ($000) $2,397 Shares 10,092 Est. Cost $148.86 Unrealized +50.8%
MCK MCKESSON CORP 1.1%
Value ($000) $2,337 Shares 5,470 Est. Cost $137.72 Unrealized +175.6%
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $2,182 Shares 26,111 Est. Cost $83.68 Unrealized
PFF ISHARES TR 1.0%
Value ($000) $2,154 Shares 69,646 Est. Cost $38.29 Unrealized
NVO NOVO-NORDISK A S 0.9%
Value ($000) $2,109 Shares 13,035 Est. Cost $53.68 Unrealized
VBK VANGUARD INDEX FDS 0.9%
Value ($000) $2,099 Shares 9,138 Est. Cost $217.01 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $2,075 Shares 15,917 Est. Cost $123.51 Unrealized -7.5%
IWF ISHARES TR 0.9%
Value ($000) $2,029 Shares 7,374 Est. Cost $188.52 Unrealized
CAT CATERPILLAR INC 0.9%
Value ($000) $2,024 Shares 8,228 Est. Cost $168.53 Unrealized +26.8%
MRK MERCK & CO INC 0.9%
Value ($000) $1,985 Shares 17,200 Est. Cost $67.75 Unrealized +54.2%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,983 Shares 13,068 Est. Cost $105.68 Unrealized +33.7%
PFE PFIZER INC 0.9%
Value ($000) $1,939 Shares 52,878 Est. Cost $28.84 Unrealized +15.2%
CVS CVS HEALTH CORP 0.9%
Value ($000) $1,892 Shares 27,367 Est. Cost $57.45 Unrealized +11.9%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,841 Shares 3,420 Est. Cost $383.81 Unrealized +26.9%
WMT WALMART INC 0.8%
Value ($000) $1,824 Shares 11,606 Est. Cost $40.16 Unrealized +21.9%
WCC WESCO INTL INC 0.8%
Value ($000) $1,778 Shares 9,932 Est. Cost $39.64 Unrealized +258.6%
AMAT APPLIED MATLS INC 0.8%
Value ($000) $1,768 Shares 12,230 Est. Cost $49.12 Unrealized +148.9%
IWP ISHARES TR 0.8%
Value ($000) $1,764 Shares 18,257 Est. Cost $119.20 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $1,743 Shares 14,408 Est. Cost $107.84 Unrealized +6.5%
FLOT ISHARES TR 0.8%
Value ($000) $1,681 Shares 33,069 Est. Cost $50.07 Unrealized
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $1,677 Shares 6,564 Est. Cost $78.07 Unrealized +33.3%
ENB ENBRIDGE INC 0.7%
Value ($000) $1,636 Shares 44,028 Est. Cost $22.92 Unrealized +39.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.7%
Value ($000) $1,633 Shares 18,225 Est. Cost $56.39 Unrealized +30.9%
DFCF DIMENSIONAL ETF TRUST 0.7%
Value ($000) $1,631 Shares 39,087 Est. Cost $43.62 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $1,620 Shares 39,825 Est. Cost $43.46 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,573 Shares 9,502 Est. Cost $129.08 Unrealized +15.3%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,500 Shares 10,316 Est. Cost $107.28 Unrealized +20.9%
JNK SPDR SER TR 0.7%
Value ($000) $1,490 Shares 16,193 Est. Cost $102.29 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,386 Shares 42,196 Est. Cost $29.20 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,380 Shares 53,696 Est. Cost $22.45 Unrealized
UNP UNION PAC CORP 0.6%
Value ($000) $1,377 Shares 6,728 Est. Cost $100.79 Unrealized +85.5%
COR AMERISOURCEBERGEN CORP 0.6%
Value ($000) $1,295 Shares 6,731 Est. Cost $63.39 Unrealized +166.8%
HD HOME DEPOT INC 0.6%
Value ($000) $1,288 Shares 4,146 Est. Cost $197.12 Unrealized +40.2%
DIHP DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,273 Shares 52,000 Est. Cost $21.04 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,272 Shares 6,867 Est. Cost $110.94 Unrealized +53.7%
AVDV AMERICAN CENTY ETF TR 0.5%
Value ($000) $1,213 Shares 21,071 Est. Cost $47.01 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $1,205 Shares 12,304 Est. Cost $115.41 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $1,185 Shares 10,961 Est. Cost $132.22 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,160 Shares 11,839 Est. Cost $54.75 Unrealized +68.6%
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,123 Shares 41,367 Est. Cost $23.02 Unrealized
EFA ISHARES TR 0.5%
Value ($000) $1,080 Shares 14,893 Est. Cost $70.51 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,071 Shares 49,786 Est. Cost $22.78 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,068 Shares 6,785 Est. Cost $111.35 Unrealized +28.6%
ORCL ORACLE CORP 0.5%
Value ($000) $1,065 Shares 8,939 Est. Cost $45.60 Unrealized +120.1%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,046 Shares 2,273 Est. Cost $341.33 Unrealized +26.4%
DUHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $964 Shares 36,337 Est. Cost $22.23 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $945 Shares 23,886 Est. Cost $42.99 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $916 Shares 2,841 Est. Cost $308.90 Unrealized -0.3%
IWS ISHARES TR 0.4%
Value ($000) $866 Shares 7,886 Est. Cost $81.42 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $806 Shares 1,746 Est. Cost $178.32 Unrealized +117.8%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $790 Shares 1,778 Est. Cost $337.28 Unrealized +31.2%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $789 Shares 1,642 Est. Cost $314.70 Unrealized +47.7%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $787 Shares 11,018 Est. Cost $25.81 Unrealized +5.3%
CTVA CORTEVA INC 0.4%
Value ($000) $784 Shares 13,679 Est. Cost $25.42 Unrealized +122.8%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $759 Shares 3,378 Est. Cost $100.97 Unrealized +98.9%
KLAC KLA CORP 0.3%
Value ($000) $746 Shares 1,539 Est. Cost $349.43 Unrealized +16.7%
SDY SPDR SER TR 0.3%
Value ($000) $740 Shares 6,037 Est. Cost $112.33 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $683 Shares 6,379 Est. Cost $125.00 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $679 Shares 1,389 Est. Cost $471.42 Unrealized -14.5%
DFIP DIMENSIONAL ETF TRUST 0.3%
Value ($000) $658 Shares 15,918 Est. Cost $43.98 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $656 Shares 7,353 Est. Cost $135.27 Unrealized -31.6%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $641 Shares 1,822 Est. Cost $239.82 Unrealized +40.5%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $630 Shares 2,520 Est. Cost $129.01 Unrealized +70.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $623 Shares 2,086 Est. Cost $179.31 Unrealized +52.3%
LAM RESEARCH CORP 0.3%
Value ($000) $617 Shares 959 Est. Cost $535.69 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $611 Shares 1,302 Est. Cost $255.20 Unrealized +61.2%
CI THE CIGNA GROUP 0.3%
Value ($000) $604 Shares 2,152 Est. Cost $180.20 Unrealized +37.6%
DFAS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $602 Shares 10,980 Est. Cost $47.37 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $591 Shares 1,397 Est. Cost $15.69 Unrealized +111.4%
ABBV ABBVIE INC 0.3%
Value ($000) $575 Shares 4,267 Est. Cost $108.47 Unrealized +23.3%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $573 Shares 33,266 Est. Cost $12.66 Unrealized +16.8%
BJUL INNOVATOR ETFS TR 0.3%
Value ($000) $564 Shares 16,000 Est. Cost $30.91 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $545 Shares 35,523 Est. Cost $15.32 Unrealized -25.8%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $509 Shares 1,116 Est. Cost $347.14 Unrealized +25.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $501 Shares 2,878 Est. Cost $154.43 Unrealized +1.1%
HSY HERSHEY CO 0.2%
Value ($000) $500 Shares 2,001 Est. Cost $189.15 Unrealized +28.7%
BOCT INNOVATOR ETFS TR 0.2%
Value ($000) $499 Shares 13,700 Est. Cost $31.76 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $481 Shares 10,362 Est. Cost $39.78 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $476 Shares 1,385 Est. Cost $265.98 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $473 Shares 653 Est. Cost $586.13 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $456 Shares 10,678 Est. Cost $37.41 Unrealized +0.6%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $447 Shares 166 Est. Cost $1755.46 Unrealized +48.1%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $445 Shares 2,483 Est. Cost $118.74 Unrealized +30.2%
AVRE AMERICAN CENTY ETF TR 0.2%
Value ($000) $440 Shares 10,740 Est. Cost $55.56 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $439 Shares 4,140 Est. Cost $105.54 Unrealized
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $430 Shares 7,488 Est. Cost $59.14 Unrealized
CWB SPDR SER TR 0.2%
Value ($000) $414 Shares 5,924 Est. Cost $59.88 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $407 Shares 6,762 Est. Cost $51.40 Unrealized +11.6%
XBJA INNOVATOR ETFS TR 0.2%
Value ($000) $406 Shares 16,500 Est. Cost $22.03 Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $401 Shares 2,361 Est. Cost $112.08 Unrealized +67.1%
IWD ISHARES TR 0.2%
Value ($000) $401 Shares 2,538 Est. Cost $143.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $396 Shares 2,961 Est. Cost $111.92 Unrealized +5.5%
CRM SALESFORCE INC 0.2%
Value ($000) $387 Shares 1,831 Est. Cost $184.97 Unrealized +9.0%
NOCT INNOVATOR ETFS TR 0.2%
Value ($000) $377 Shares 9,050 Est. Cost $35.05 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $375 Shares 1,433 Est. Cost $215.95 Unrealized -7.4%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $373 Shares 1,734 Est. Cost $134.71 Unrealized +51.9%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $366 Shares 3,347 Est. Cost $67.53 Unrealized +42.0%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $363 Shares 1,861 Est. Cost $87.27 Unrealized +102.7%
MSM MSC INDL DIRECT INC 0.2%
Value ($000) $362 Shares 3,795 Est. Cost $68.28 Unrealized +34.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $345 Shares 2,880 Est. Cost $109.17 Unrealized +4.6%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $333 Shares 1,465 Est. Cost $181.41 Unrealized +7.9%
NFLX NETFLIX INC 0.1%
Value ($000) $329 Shares 748 Est. Cost $44.38 Unrealized -17.0%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $323 Shares 3,397 Est. Cost $47.54 Unrealized +78.5%
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $322 Shares 4,150 Est. Cost $79.20 Unrealized
WPP WPP PLC NEW 0.1%
Value ($000) $313 Shares 5,981 Est. Cost $66.12 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $309 Shares 1,311 Est. Cost $205.46 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $306 Shares 3,215 Est. Cost $120.53 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $294 Shares 2,914 Est. Cost $81.82 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $287 Shares 1,381 Est. Cost $142.54 Unrealized +23.2%
MMM 3M CO 0.1%
Value ($000) $286 Shares 2,861 Est. Cost $117.39 Unrealized -33.9%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $269 Shares 2,046 Est. Cost $61.79 Unrealized +95.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $261 Shares 4,080 Est. Cost $55.06 Unrealized +7.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $258 Shares 1,725 Est. Cost $143.44 Unrealized
XBAP INNOVATOR ETFS TR 0.1%
Value ($000) $238 Shares 8,210 Est. Cost $28.96 Unrealized
DE DEERE & CO 0.1%
Value ($000) $231 Shares 569 Est. Cost $286.20 Unrealized +28.5%
SNY SANOFI 0.1%
Value ($000) $227 Shares 4,206 Est. Cost $42.95 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $226 Shares 1,163 Est. Cost $191.16 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $226 Shares 3,381 Est. Cost $56.98 Unrealized +6.0%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $225 Shares 4,734 Est. Cost $52.10 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $222 Shares 2,898 Est. Cost $40.93 Unrealized +89.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $221 Shares 922 Est. Cost $185.66 Unrealized +12.4%
PFEB INNOVATOR ETFS TR 0.1%
Value ($000) $216 Shares 7,000 Est. Cost $29.23 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $213 Shares 6,374 Est. Cost $44.11 Unrealized -30.3%
PJAN INNOVATOR ETFS TR 0.1%
Value ($000) $211 Shares 6,000 Est. Cost $33.21 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $208 Shares 726 Est. Cost $170.94 Unrealized +43.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $207 Shares 3,101 Est. Cost $112.24 Unrealized -39.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $206 Shares 1,917 Est. Cost $59.49 Unrealized +67.4%
BWA BORGWARNER INC 0.1%
Value ($000) $205 Shares 4,195 Est. Cost $27.65 Unrealized +43.4%
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $203 Shares 4,390 Est. Cost $46.88 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $199 Shares 664 Est. Cost $197.73 Unrealized +34.2%
STIP ISHARES TR 0.1%
Value ($000) $196 Shares 2,007 Est. Cost $105.97 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $189 Shares 3,247 Est. Cost $22.09 Unrealized +133.4%
QUAL ISHARES TR 0.1%
Value ($000) $187 Shares 1,385 Est. Cost $131.83 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $178 Shares 2,680 Est. Cost $77.22 Unrealized -19.1%
FTNT FORTINET INC 0.1%
Value ($000) $178 Shares 2,350 Est. Cost $57.59 Unrealized +18.1%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $168 Shares 1,129 Est. Cost $218.13 Unrealized -37.0%
AMGN AMGEN INC 0.1%
Value ($000) $162 Shares 729 Est. Cost $204.16 Unrealized +4.6%
FFIV F5 INC 0.1%
Value ($000) $159 Shares 1,085 Est. Cost $134.80 Unrealized +5.5%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $157 Shares 2,876 Est. Cost $81.45 Unrealized -36.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $156 Shares 1,766 Est. Cost $72.47 Unrealized +9.5%
DOCU DOCUSIGN INC 0.1%
Value ($000) $154 Shares 3,014 Est. Cost $131.65 Unrealized -59.8%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $150 Shares 766 Est. Cost $163.33 Unrealized +10.7%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $149 Shares 678 Est. Cost $220.89 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $148 Shares 2,566 Est. Cost $62.30 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $146 Shares 1,340 Est. Cost $95.96 Unrealized +5.7%
NJAN INNOVATOR ETFS TR 0.1%
Value ($000) $144 Shares 3,600 Est. Cost $38.52 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $142 Shares 1,792 Est. Cost $57.10 Unrealized +17.5%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $141 Shares 480 Est. Cost $131.57 Unrealized +111.3%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $139 Shares 289 Est. Cost $399.03 Unrealized +11.6%
VMWARE INC 0.1%
Value ($000) $136 Shares 943 Est. Cost $147.43 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $135 Shares 683 Est. Cost $231.43 Unrealized -21.2%
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value ($000) $135 Shares 6,915 Est. Cost $15.59 Unrealized
BJAN INNOVATOR ETFS TR 0.1%
Value ($000) $132 Shares 3,500 Est. Cost $25.14 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $132 Shares 3,274 Est. Cost $40.22 Unrealized
UNILEVER PLC 0.1%
Value ($000) $125 Shares 2,389 Est. Cost $55.13 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $124 Shares 2,311 Est. Cost $40.12 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $122 Shares 361 Est. Cost $312.78 Unrealized -2.9%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $117 Shares 1,058 Est. Cost $146.72 Unrealized -34.1%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $116 Shares 3,082 Est. Cost $45.14 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $115 Shares 2,361 Est. Cost $57.47 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $115 Shares 724 Est. Cost $150.63 Unrealized -2.0%
IXUS ISHARES TR 0.1%
Value ($000) $114 Shares 1,821 Est. Cost $61.88 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $113 Shares 277 Est. Cost $399.55 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $112 Shares 735 Est. Cost $151.98 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $110 Shares 2,128 Est. Cost $62.60 Unrealized -24.0%
VIPER ENERGY PARTNERS LP 0.0%
Value ($000) $109 Shares 4,055 Est. Cost $14.51 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $108 Shares 621 Est. Cost $151.61 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $107 Shares 1,079 Est. Cost $63.76 Unrealized +52.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $106 Shares 1,153 Est. Cost $102.99 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $106 Shares 715 Est. Cost $111.11 Unrealized +24.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $105 Shares 792 Est. Cost $116.28 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $105 Shares 690 Est. Cost $200.49 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $102 Shares 295 Est. Cost $304.70 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $102 Shares 455 Est. Cost $115.29 Unrealized +70.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $101 Shares 506 Est. Cost $211.69 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $101 Shares 2,514 Est. Cost $32.43 Unrealized +13.4%
TGT TARGET CORP 0.0%
Value ($000) $99 Shares 753 Est. Cost $152.66 Unrealized -11.6%
TWLO TWILIO INC 0.0%
Value ($000) $98 Shares 1,542 Est. Cost $63.17 Unrealized -6.6%
SPYG SPDR SER TR 0.0%
Value ($000) $95 Shares 1,551 Est. Cost $57.18 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $50.30 Unrealized +59.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $92 Shares 299 Est. Cost $176.73 Unrealized +58.3%
PSX PHILLIPS 66 0.0%
Value ($000) $92 Shares 964 Est. Cost $69.29 Unrealized +27.8%
ABBNY ABB LTD 0.0%
Value ($000) $91 Shares 2,323 Est. Cost $19.49 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $90 Shares 789 Est. Cost $74.01 Unrealized +41.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $90 Shares 835 Est. Cost $97.23 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $89 Shares 1,014 Est. Cost $88.87 Unrealized -17.3%
PII POLARIS INC 0.0%
Value ($000) $88 Shares 731 Est. Cost $120.05 Unrealized -7.9%
BFEB INNOVATOR ETFS TR 0.0%
Value ($000) $85 Shares 2,500 Est. Cost $30.39 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $81 Shares 183 Est. Cost $333.00 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $79 Shares 656 Est. Cost $125.05 Unrealized 0.0%
IOCT INNOVATOR ETFS TR 0.0%
Value ($000) $78 Shares 3,000 Est. Cost $23.77 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $78 Shares 1,032 Est. Cost $82.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $77 Shares 148 Est. Cost $555.55 Unrealized -3.7%
HESS CORP 0.0%
Value ($000) $77 Shares 564 Est. Cost $110.86 Unrealized
FISV FISERV INC 0.0%
Value ($000) $76 Shares 606 Est. Cost $108.60 Unrealized +8.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $74 Shares 931 Est. Cost $91.63 Unrealized -12.6%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $72 Shares 905 Est. Cost $79.79 Unrealized
BA BOEING CO 0.0%
Value ($000) $72 Shares 340 Est. Cost $184.85 Unrealized +12.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $69 Shares 280 Est. Cost $210.23 Unrealized +5.9%
T AT&T INC 0.0%
Value ($000) $68 Shares 4,271 Est. Cost $15.84 Unrealized -6.7%
KOCT INNOVATOR ETFS TR 0.0%
Value ($000) $68 Shares 2,500 Est. Cost $25.24 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $68 Shares 625 Est. Cost $105.15 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 1,020 Est. Cost $58.18 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $66 Shares 1,277 Est. Cost $40.72 Unrealized +11.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $66 Shares 733 Est. Cost $86.63 Unrealized -1.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $63 Shares 531 Est. Cost $92.66 Unrealized +16.9%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $63 Shares 2,600 Est. Cost $21.62 Unrealized
MNA INDEXIQ ETF TR 0.0%
Value ($000) $62 Shares 1,989 Est. Cost $31.53 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $62 Shares 1,364 Est. Cost $31.89 Unrealized +14.7%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $60 Shares 2,100 Est. Cost $28.74 Unrealized
SOUTHSTATE CORPORATION 0.0%
Value ($000) $59 Shares 900 Est. Cost $47.78 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $58 Shares 332 Est. Cost $160.48 Unrealized +4.5%
ITA ISHARES TR 0.0%
Value ($000) $57 Shares 490 Est. Cost $112.37 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $56 Shares 731 Est. Cost $77.46 Unrealized
MBUU MALIBU BOATS INC 0.0%
Value ($000) $56 Shares 957 Est. Cost $67.32 Unrealized -16.6%
IFRA ISHARES TR 0.0%
Value ($000) $56 Shares 1,420 Est. Cost $32.80 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $55 Shares 762 Est. Cost $75.38 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $53 Shares 487 Est. Cost $62.95 Unrealized +26.8%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $49 Shares 111 Est. Cost $431.30 Unrealized
PMAR INNOVATOR ETFS TR 0.0%
Value ($000) $48 Shares 1,430 Est. Cost $27.62 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $48 Shares 600 Est. Cost $80.30 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $48 Shares 1,113 Est. Cost $37.17 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $47 Shares 100 Est. Cost $471.96 Unrealized +3.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $47 Shares 606 Est. Cost $63.51 Unrealized +14.8%
SO SOUTHERN CO 0.0%
Value ($000) $47 Shares 663 Est. Cost $40.68 Unrealized +60.5%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $46 Shares 284 Est. Cost $132.24 Unrealized
XME SPDR SER TR 0.0%
Value ($000) $46 Shares 904 Est. Cost $45.21 Unrealized
UJAN INNOVATOR ETFS TR 0.0%
Value ($000) $43 Shares 1,300 Est. Cost $31.09 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $41 Shares 660 Est. Cost $53.34 Unrealized +7.1%
IWM ISHARES TR 0.0%
Value ($000) $40 Shares 213 Est. Cost $185.57 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $40 Shares 1,068 Est. Cost $42.12 Unrealized -25.9%
SPYD SPDR SER TR 0.0%
Value ($000) $38 Shares 1,035 Est. Cost $37.82 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $38 Shares 153 Est. Cost $166.60 Unrealized +29.7%
SPLUNK INC 0.0%
Value ($000) $38 Shares 357 Est. Cost $148.59 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $38 Shares 226 Est. Cost $144.57 Unrealized +4.0%
CB CHUBB LIMITED 0.0%
Value ($000) $37 Shares 193 Est. Cost $169.26 Unrealized +12.2%
OKTA OKTA INC 0.0%
Value ($000) $36 Shares 512 Est. Cost $194.80 Unrealized -61.0%
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $21.33 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $34 Shares 725 Est. Cost $36.05 Unrealized -0.5%
NOW SERVICENOW INC 0.0%
Value ($000) $34 Shares 61 Est. Cost $98.55 Unrealized +1.5%
BNOV INNOVATOR ETFS TR 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $23.00 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $33 Shares 600 Est. Cost $47.22 Unrealized 0.0%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $33 Shares 210 Est. Cost $139.61 Unrealized +1.6%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $31 Shares 1,145 Est. Cost $25.49 Unrealized
KXI ISHARES TR 0.0%
Value ($000) $31 Shares 505 Est. Cost $77.24 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $31 Shares 325 Est. Cost $80.59 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $30 Shares 2,400 Est. Cost $12.70 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 205 Est. Cost $158.48 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $30 Shares 514 Est. Cost $65.64 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $30 Shares 543 Est. Cost $58.00 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $30 Shares 1,036 Est. Cost $30.20 Unrealized -11.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $30 Shares 521 Est. Cost $53.70 Unrealized -6.0%
ISTB ISHARES TR 0.0%
Value ($000) $28 Shares 600 Est. Cost $50.42 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $28 Shares 135 Est. Cost $135.01 Unrealized +25.3%
DEO DIAGEO PLC 0.0%
Value ($000) $27 Shares 159 Est. Cost $203.04 Unrealized
NURE NUSHARES ETF TR 0.0%
Value ($000) $27 Shares 900 Est. Cost $35.58 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $27 Shares 56 Est. Cost $517.86 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $27 Shares 152 Est. Cost $162.42 Unrealized +0.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $27 Shares 193 Est. Cost $113.20 Unrealized +13.8%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $27 Shares 533 Est. Cost $50.25 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $25 Shares 2,400 Est. Cost $10.83 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $25 Shares 28 Est. Cost $47.71 Unrealized +44.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $24 Shares 414 Est. Cost $49.31 Unrealized +16.2%
PAVE GLOBAL X FDS 0.0%
Value ($000) $24 Shares 765 Est. Cost $31.43 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.00 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $24 Shares 1,511 Est. Cost $13.69 Unrealized
POCT INNOVATOR ETFS TR 0.0%
Value ($000) $23 Shares 700 Est. Cost $30.07 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $23 Shares 122 Est. Cost $150.49 Unrealized +31.7%
C CITIGROUP INC 0.0%
Value ($000) $23 Shares 497 Est. Cost $54.82 Unrealized -22.0%
F FORD MTR CO DEL 0.0%
Value ($000) $22 Shares 1,481 Est. Cost $12.79 Unrealized -16.4%
KAPR INNOVATOR ETFS TR 0.0%
Value ($000) $22 Shares 800 Est. Cost $27.54 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $22 Shares 203 Est. Cost $125.86 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $21 Shares 200 Est. Cost $102.94 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $20 Shares 600 Est. Cost $34.09 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 404 Est. Cost $49.43 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $20 Shares 600 Est. Cost $35.15 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $20 Shares 400 Est. Cost $54.94 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $19 Shares 151 Est. Cost $112.05 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $19 Shares 255 Est. Cost $74.95 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $19 Shares 388 Est. Cost $51.24 Unrealized -13.1%
KRE SPDR SER TR 0.0%
Value ($000) $19 Shares 467 Est. Cost $63.09 Unrealized
PAPR INNOVATOR ETFS TR 0.0%
Value ($000) $19 Shares 600 Est. Cost $30.90 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $18 Shares 675 Est. Cost $17.35 Unrealized +28.5%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 129 Est. Cost $145.91 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $17 Shares 459 Est. Cost $41.80 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $17 Shares 410 Est. Cost $46.14 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $267.20 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value ($000) $16 Shares 225 Est. Cost $43.17 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $16 Shares 399 Est. Cost $55.77 Unrealized -31.1%
GENERAL AMERN INVS CO INC 0.0%
Value ($000) $16 Shares 392 Est. Cost $44.64 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $63.42 Unrealized +14.6%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $16 Shares 18 Est. Cost $457.04 Unrealized +47.9%
HDV ISHARES TR 0.0%
Value ($000) $16 Shares 159 Est. Cost $89.87 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $15 Shares 216 Est. Cost $195.40 Unrealized -69.5%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $15 Shares 350 Est. Cost $43.80 Unrealized
IAPR INNOVATOR ETFS TR 0.0%
Value ($000) $15 Shares 600 Est. Cost $24.92 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $15 Shares 202 Est. Cost $72.16 Unrealized
NKE NIKE INC 0.0%
Value ($000) $15 Shares 133 Est. Cost $107.39 Unrealized +3.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $14 Shares 265 Est. Cost $29.34 Unrealized +78.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $14 Shares 300 Est. Cost $51.58 Unrealized
DRLL EA SERIES TRUST 0.0%
Value ($000) $14 Shares 500 Est. Cost $29.45 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $14 Shares 73 Est. Cost $182.41 Unrealized -8.3%
HUBS HUBSPOT INC 0.0%
Value ($000) $13 Shares 25 Est. Cost $468.65 Unrealized 0.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $13 Shares 201 Est. Cost $66.30 Unrealized
KJUL INNOVATOR ETFS TR 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.88 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $13 Shares 157 Est. Cost $71.08 Unrealized +11.8%
DOW DOW INC 0.0%
Value ($000) $13 Shares 238 Est. Cost $45.04 Unrealized +0.5%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $12 Shares 80 Est. Cost $137.50 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $12 Shares 64 Est. Cost $318.77 Unrealized -36.5%
GWW GRAINGER W W INC 0.0%
Value ($000) $12 Shares 15 Est. Cost $311.72 Unrealized +115.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $12 Shares 304 Est. Cost $52.03 Unrealized -35.4%
CMI CUMMINS INC 0.0%
Value ($000) $12 Shares 47 Est. Cost $196.18 Unrealized +8.5%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $11 Shares 1,290 Est. Cost $12.43 Unrealized -28.6%
IEMG ISHARES INC 0.0%
Value ($000) $11 Shares 224 Est. Cost $54.51 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.91 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $10 Shares 50 Est. Cost $202.52 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $10 Shares 210 Est. Cost $40.00 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $10 Shares 250 Est. Cost $27.28 Unrealized +34.0%
IWO ISHARES TR 0.0%
Value ($000) $10 Shares 40 Est. Cost $221.40 Unrealized
QLTA ISHARES TR 0.0%
Value ($000) $10 Shares 204 Est. Cost $57.78 Unrealized
AAON AAON INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $62.53 Unrealized 0.0%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $9 Shares 207 Est. Cost $48.05 Unrealized
CHAMPIONX CORPORATION 0.0%
Value ($000) $9 Shares 299 Est. Cost $14.75 Unrealized
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $9 Shares 201 Est. Cost $47.38 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $9 Shares 150 Est. Cost $46.67 Unrealized
SPMD SPDR SER TR 0.0%
Value ($000) $9 Shares 189 Est. Cost $25.97 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $8 Shares 150 Est. Cost $61.21 Unrealized
NAPR INNOVATOR ETFS TR 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.17 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $8 Shares 195 Est. Cost $49.45 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $8 Shares 21 Est. Cost $322.30 Unrealized +9.5%
TFC TRUIST FINL CORP 0.0%
Value ($000) $8 Shares 250 Est. Cost $40.89 Unrealized -34.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $7 Shares 164 Est. Cost $41.58 Unrealized -4.0%
KELLOGG CO 0.0%
Value ($000) $7 Shares 109 Est. Cost $52.36 Unrealized +11.3%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 156 Est. Cost $53.93 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $7 Shares 6 Est. Cost $1257.74 Unrealized 0.0%
CIVI CIVITAS RESOURCES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.81 Unrealized 0.0%
BAPR INNOVATOR ETFS TR 0.0%
Value ($000) $7 Shares 186 Est. Cost $35.79 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $6 Shares 166 Est. Cost $32.61 Unrealized +7.9%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 101 Est. Cost $65.89 Unrealized
HPQ HP INC 0.0%
Value ($000) $6 Shares 203 Est. Cost $30.32 Unrealized -10.5%
BLACKROCK INC 0.0%
Value ($000) $6 Shares 9 Est. Cost $743.46 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $6 Shares 105 Est. Cost $61.69 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS IN 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.33 Unrealized 0.0%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 240 Est. Cost $16.89 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $6 Shares 127 Est. Cost $35.65 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $5 Shares 232 Est. Cost $17.24 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $5 Shares 253 Est. Cost $26.28 Unrealized -27.3%
WAB WABTEC 0.0%
Value ($000) $5 Shares 48 Est. Cost $69.17 Unrealized +41.5%
PNOV INNOVATOR ETFS TR 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.19 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $58.58 Unrealized +44.2%
CLOU GLOBAL X FDS 0.0%
Value ($000) $5 Shares 255 Est. Cost $18.49 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $78.91 Unrealized +101.6%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $5 Shares 755 Est. Cost $9.90 Unrealized -39.6%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $5 Shares 230 Est. Cost $25.47 Unrealized -30.9%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 18 Est. Cost $252.22 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $95.00 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 53 Est. Cost $64.39 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.97 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $32.58 Unrealized -9.4%
FIRST TR INTER DURATN PFD & 0.0%
Value ($000) $4 Shares 226 Est. Cost $22.56 Unrealized
CSX CSX CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.29 Unrealized -8.6%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $60.85 Unrealized -77.0%
RH RH 0.0%
Value ($000) $3 Shares 10 Est. Cost $90.43 Unrealized +189.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.50 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $3 Shares 28 Est. Cost $144.16 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $43.00 Unrealized +42.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $134.42 Unrealized -22.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 80 Est. Cost $27.79 Unrealized +20.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $3 Shares 224 Est. Cost $18.55 Unrealized -30.0%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3 Shares 105 Est. Cost $24.61 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $736.13 Unrealized +246.5%
HANESBRANDS INC 0.0%
Value ($000) $2 Shares 545 Est. Cost $18.93 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $2 Shares 275 Est. Cost $8.00 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $2 Shares 30 Est. Cost $70.87 Unrealized
GHYG ISHARES INC 0.0%
Value ($000) $2 Shares 53 Est. Cost $49.87 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.22 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 13 Est. Cost $156.08 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.60 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 7 Est. Cost $256.08 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $41.14 Unrealized +46.6%
IXC ISHARES TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $35.57 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 23 Est. Cost $85.53 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $24.55 Unrealized +42.2%
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.09 Unrealized +7.0%
NUE NUCOR CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $54.59 Unrealized +156.9%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 17 Est. Cost $76.75 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.39 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $1 Shares 26 Est. Cost $45.49 Unrealized +9.7%
ITOT ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
GLW CORNING INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.23 Unrealized +21.3%
UFEB INNOVATOR ETFS TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.54 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $1 Shares 245 Est. Cost $27.42 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.86 Unrealized +82.9%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $1 Shares 17 Est. Cost $82.95 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.48 Unrealized +69.8%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.14 Unrealized -1.2%
BMAY INNOVATOR ETFS TR 0.0%
Value ($000) $1 Shares 26 Est. Cost $30.23 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1 Shares 24 Est. Cost $25.91 Unrealized +7.4%
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.65 Unrealized +5.3%
GATX GATX CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $71.08 Unrealized +57.4%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.75 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $83.39 Unrealized -23.9%
RRC RANGE RES CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $17.99 Unrealized +51.3%
ICF ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $102.38 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 60 Est. Cost $6.52 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.40 Unrealized +47.5%
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.76 Unrealized -50.2%
COHU COHU INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $32.36 Unrealized +14.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 180 Est. Cost $10.83 Unrealized -79.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $88.00 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.09 Unrealized -5.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $224.67 Unrealized +7.7%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.67 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.98 Unrealized +8.4%
EEMV ISHARES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.07 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.70 Unrealized -42.4%
PXE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.50 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $15.05 Unrealized -10.1%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.80 Unrealized
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $19.53 Unrealized -32.9%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.07 Unrealized -12.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.18 Unrealized +11.7%
CHGG CHEGG INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.42 Unrealized -52.3%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.56 Unrealized +255.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.05 Unrealized -6.5%
MAPS WM TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.45 Unrealized -43.4%
CONTEXTLOGIC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.00 Unrealized