Pacific Center for Financial Services Diversified Active

CIK: 0001698222 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 10, 2023

Total Value ($000): $304,098 (100.0% shares, 0.0% debt)

Holdings (397)

VUSB VANGUARD BD INDEX FDS 12.4%
Value ($000) $37,830 Shares 769,521 Est. Cost $49.38 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 11.2%
Value ($000) $33,966 Shares 613,880 Est. Cost $52.29 Unrealized
QQQ INVESCO QQQ TR 10.2%
Value ($000) $31,017 Shares 83,960 Est. Cost $176.37 Unrealized
VTI VANGUARD INDEX FDS 9.1%
Value ($000) $27,740 Shares 125,932 Est. Cost $135.31 Unrealized
IJR ISHARES TR 5.1%
Value ($000) $15,613 Shares 156,682 Est. Cost $105.19 Unrealized
XLV SELECT SECTOR SPDR TR 4.8%
Value ($000) $14,692 Shares 110,692 Est. Cost $129.27 Unrealized
VNQ VANGUARD INDEX FDS 4.4%
Value ($000) $13,447 Shares 160,928 Est. Cost $83.57 Unrealized
VOE VANGUARD INDEX FDS 4.0%
Value ($000) $12,251 Shares 88,528 Est. Cost $149.00 Unrealized
IJH ISHARES TR 3.3%
Value ($000) $10,135 Shares 38,760 Est. Cost $197.66 Unrealized
USMV ISHARES TR 3.3%
Value ($000) $9,919 Shares 133,440 Est. Cost $55.94 Unrealized
CDC VICTORY PORTFOLIOS II 3.2%
Value ($000) $9,794 Shares 170,033 Est. Cost $71.27 Unrealized
MGK VANGUARD WORLD FD 2.9%
Value ($000) $8,681 Shares 36,892 Est. Cost $175.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.3%
Value ($000) $6,969 Shares 14,553 Est. Cost $302.44 Unrealized
VFVA VANGUARD WELLINGTON FD 2.0%
Value ($000) $6,001 Shares 60,218 Est. Cost $106.40 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $5,882 Shares 30,322 Est. Cost $93.29 Unrealized +84.4%
SPLV INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $4,382 Shares 69,758 Est. Cost $51.82 Unrealized
VO VANGUARD INDEX FDS 1.4%
Value ($000) $4,172 Shares 18,951 Est. Cost $132.55 Unrealized
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $2,722 Shares 25,666 Est. Cost $89.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,710 Shares 7,948 Est. Cost $245.46 Unrealized +33.0%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,414 Shares 15,340 Est. Cost $77.92 Unrealized +83.8%
XLRE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,825 Shares 48,419 Est. Cost $41.27 Unrealized
VXF VANGUARD INDEX FDS 0.6%
Value ($000) $1,759 Shares 11,819 Est. Cost $127.07 Unrealized
IHI ISHARES TR 0.4%
Value ($000) $1,284 Shares 22,737 Est. Cost $96.59 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,199 Shares 3,521 Est. Cost $115.72 Unrealized +165.5%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,121 Shares 2,650 Est. Cost $18.17 Unrealized +82.6%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $1,047 Shares 18,678 Est. Cost $52.11 Unrealized
V VISA INC 0.3%
Value ($000) $1,035 Shares 4,359 Est. Cost $164.75 Unrealized +36.2%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $986 Shares 23,107 Est. Cost $35.74 Unrealized +5.3%
T AT&T INC 0.3%
Value ($000) $893 Shares 56,010 Est. Cost $15.40 Unrealized -3.9%
RPG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $837 Shares 5,485 Est. Cost $115.28 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $801 Shares 3,271 Est. Cost $206.82 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $718 Shares 4,181 Est. Cost $138.96 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $717 Shares 9,667 Est. Cost $61.08 Unrealized +14.6%
AMZN AMAZON COM INC 0.2%
Value ($000) $612 Shares 4,698 Est. Cost $124.60 Unrealized -8.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $589 Shares 5,487 Est. Cost $56.18 Unrealized +77.3%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $574 Shares 3,949 Est. Cost $86.90 Unrealized +49.2%
GOOG ALPHABET INC 0.2%
Value ($000) $547 Shares 4,520 Est. Cost $107.41 Unrealized +7.0%
EFAV ISHARES TR 0.2%
Value ($000) $527 Shares 7,814 Est. Cost $63.87 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $519 Shares 4,340 Est. Cost $106.62 Unrealized +7.2%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $510 Shares 1,252 Est. Cost $333.53 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $483 Shares 666 Est. Cost $111.95 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $475 Shares 2,664 Est. Cost $139.11 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $468 Shares 870 Est. Cost $233.82 Unrealized +108.3%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $463 Shares 1,044 Est. Cost $318.70 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $462 Shares 3,045 Est. Cost $74.71 Unrealized +89.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $459 Shares 12,341 Est. Cost $36.29 Unrealized -14.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $448 Shares 3,817 Est. Cost $47.35 Unrealized +126.4%
XBI SPDR SER TR 0.1%
Value ($000) $423 Shares 5,090 Est. Cost $74.40 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $410 Shares 5,056 Est. Cost $81.38 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $404 Shares 1,174 Est. Cost $202.19 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $402 Shares 4,295 Est. Cost $93.01 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $394 Shares 14,945 Est. Cost $29.05 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $393 Shares 7,803 Est. Cost $50.26 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $370 Shares 6,148 Est. Cost $31.38 Unrealized +82.8%
DLB DOLBY LABORATORIES INC 0.1%
Value ($000) $367 Shares 4,380 Est. Cost $70.16 Unrealized +13.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $362 Shares 4,055 Est. Cost $98.19 Unrealized -5.7%
SHV ISHARES TR 0.1%
Value ($000) $346 Shares 3,131 Est. Cost $110.05 Unrealized
CPRT COPART INC 0.1%
Value ($000) $346 Shares 3,790 Est. Cost $30.10 Unrealized +37.7%
ABBV ABBVIE INC 0.1%
Value ($000) $345 Shares 2,558 Est. Cost $99.64 Unrealized +34.2%
AVT AVNET INC 0.1%
Value ($000) $335 Shares 6,640 Est. Cost $38.43 Unrealized +6.9%
XIFR NEXTERA ENERGY PARTNERS LP 0.1%
Value ($000) $324 Shares 5,531 Est. Cost $71.57 Unrealized -16.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $313 Shares 1,928 Est. Cost $134.31 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $307 Shares 1,053 Est. Cost $146.80 Unrealized +77.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $305 Shares 1,469 Est. Cost $92.61 Unrealized +89.6%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $298 Shares 17,312 Est. Cost $12.39 Unrealized +19.4%
SOXX ISHARES TR 0.1%
Value ($000) $295 Shares 581 Est. Cost $442.88 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $283 Shares 6,150 Est. Cost $50.14 Unrealized -14.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $282 Shares 6,792 Est. Cost $33.13 Unrealized +10.6%
DVY ISHARES TR 0.1%
Value ($000) $280 Shares 2,474 Est. Cost $93.97 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $271 Shares 5,237 Est. Cost $39.66 Unrealized +14.8%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $257 Shares 4,973 Est. Cost $48.92 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $234 Shares 816 Est. Cost $195.49 Unrealized +25.4%
SPYX SPDR SER TR 0.1%
Value ($000) $226 Shares 6,247 Est. Cost $46.39 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $224 Shares 1,286 Est. Cost $145.10 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $219 Shares 3,013 Est. Cost $64.26 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $210 Shares 2,591 Est. Cost $75.69 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $210 Shares 5,722 Est. Cost $23.35 Unrealized +42.2%
ORCL ORACLE CORP 0.1%
Value ($000) $203 Shares 1,702 Est. Cost $40.27 Unrealized +149.3%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $199 Shares 2,635 Est. Cost $80.69 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $195 Shares 1,771 Est. Cost $54.28 Unrealized +47.1%
HD HOME DEPOT INC 0.1%
Value ($000) $189 Shares 607 Est. Cost $197.85 Unrealized +39.7%
IWF ISHARES TR 0.1%
Value ($000) $185 Shares 673 Est. Cost $244.33 Unrealized
DOW DOW INC 0.1%
Value ($000) $185 Shares 3,474 Est. Cost $50.09 Unrealized -9.7%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $181 Shares 2,000 Est. Cost $52.05 Unrealized +67.7%
LIN LINDE PLC 0.1%
Value ($000) $181 Shares 474 Est. Cost $322.30 Unrealized +9.5%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $180 Shares 708 Est. Cost $230.23 Unrealized
REZ ISHARES TR 0.1%
Value ($000) $180 Shares 2,455 Est. Cost $66.12 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $176 Shares 2,757 Est. Cost $41.71 Unrealized +41.3%
BAC BANK AMERICA CORP 0.1%
Value ($000) $170 Shares 5,919 Est. Cost $18.40 Unrealized +44.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $167 Shares 2,550 Est. Cost $68.37 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $164 Shares 667 Est. Cost $145.84 Unrealized +46.6%
BANF BANCFIRST CORP 0.1%
Value ($000) $161 Shares 1,750 Est. Cost $38.34 Unrealized +109.1%
IWV ISHARES TR 0.1%
Value ($000) $160 Shares 630 Est. Cost $235.41 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $160 Shares 406 Est. Cost $318.56 Unrealized +16.1%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $158 Shares 1,012 Est. Cost $123.52 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $157 Shares 12,496 Est. Cost $18.08 Unrealized -28.2%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $154 Shares 1,825 Est. Cost $45.29 Unrealized +76.5%
SSD SIMPSON MFG INC 0.1%
Value ($000) $153 Shares 1,105 Est. Cost $106.78 Unrealized +13.0%
IBB ISHARES TR 0.0%
Value ($000) $151 Shares 1,188 Est. Cost $132.09 Unrealized
WMT WALMART INC 0.0%
Value ($000) $150 Shares 955 Est. Cost $41.20 Unrealized +18.8%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $148 Shares 906 Est. Cost $111.84 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $143 Shares 1,430 Est. Cost $101.31 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $141 Shares 1,226 Est. Cost $49.00 Unrealized +113.2%
PGJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $135 Shares 5,080 Est. Cost $41.85 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $135 Shares 50 Est. Cost $2296.54 Unrealized +13.2%
STOT SSGA ACTIVE TR 0.0%
Value ($000) $135 Shares 2,898 Est. Cost $49.36 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $132 Shares 299 Est. Cost $46.21 Unrealized -20.3%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $131 Shares 8,750 Est. Cost $10.17 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $131 Shares 918 Est. Cost $106.75 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $124 Shares 750 Est. Cost $123.62 Unrealized +20.4%
SRE SEMPRA 0.0%
Value ($000) $122 Shares 839 Est. Cost $39.41 Unrealized +74.5%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $122 Shares 5,180 Est. Cost $28.93 Unrealized -28.1%
ACWV ISHARES INC 0.0%
Value ($000) $118 Shares 1,201 Est. Cost $76.46 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $117 Shares 956 Est. Cost $53.52 Unrealized +110.8%
ROST ROSS STORES INC 0.0%
Value ($000) $116 Shares 1,038 Est. Cost $59.76 Unrealized +71.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $114 Shares 257 Est. Cost $120.62 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $113 Shares 2,185 Est. Cost $59.30 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $112 Shares 377 Est. Cost $138.85 Unrealized +96.7%
SNAP SNAP INC 0.0%
Value ($000) $112 Shares 9,443 Est. Cost $22.80 Unrealized -55.9%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $111 Shares 558 Est. Cost $153.68 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $110 Shares 590 Est. Cost $159.25 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $107 Shares 50 Est. Cost $7.89 Unrealized +401.4%
DTE DTE ENERGY CO 0.0%
Value ($000) $101 Shares 920 Est. Cost $60.37 Unrealized +68.1%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $98 Shares 2,842 Est. Cost $31.67 Unrealized
BA BOEING CO 0.0%
Value ($000) $98 Shares 464 Est. Cost $206.41 Unrealized +0.6%
ETF MANAGERS TR 0.0%
Value ($000) $96 Shares 1,900 Est. Cost $26.63 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $96 Shares 2,370 Est. Cost $35.69 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $87 Shares 1,537 Est. Cost $33.32 Unrealized
HPQ HP INC 0.0%
Value ($000) $85 Shares 2,784 Est. Cost $27.00 Unrealized +0.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $85 Shares 286 Est. Cost $336.52 Unrealized -16.6%
PCG PG&E CORP 0.0%
Value ($000) $84 Shares 4,855 Est. Cost $42.83 Unrealized -60.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $82 Shares 845 Est. Cost $58.12 Unrealized +45.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $82 Shares 266 Est. Cost $107.12 Unrealized +161.1%
EMR EMERSON ELEC CO 0.0%
Value ($000) $82 Shares 908 Est. Cost $60.70 Unrealized +31.9%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $82 Shares 8,653 Est. Cost $22.19 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $80 Shares 524 Est. Cost $127.05 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $78 Shares 1,732 Est. Cost $33.97 Unrealized +7.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $78 Shares 450 Est. Cost $60.98 Unrealized +156.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $78 Shares 162 Est. Cost $247.81 Unrealized +87.6%
ITOT ISHARES TR 0.0%
Value ($000) $73 Shares 747 Est. Cost $82.13 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $71 Shares 325 Est. Cost $106.84 Unrealized +90.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $71 Shares 590 Est. Cost $125.44 Unrealized -0.3%
IWB ISHARES TR 0.0%
Value ($000) $70 Shares 286 Est. Cost $136.36 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $67 Shares 509 Est. Cost $64.93 Unrealized +107.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $67 Shares 392 Est. Cost $106.26 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $64 Shares 421 Est. Cost $151.84 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $63 Shares 3,420 Est. Cost $21.95 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $63 Shares 307 Est. Cost $150.88 Unrealized +23.9%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $62 Shares 758 Est. Cost $70.48 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $61 Shares 1,852 Est. Cost $32.90 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $61 Shares 611 Est. Cost $78.18 Unrealized +24.4%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $60 Shares 1,204 Est. Cost $50.14 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $59 Shares 1,779 Est. Cost $29.17 Unrealized +5.3%
SMMV ISHARES TR 0.0%
Value ($000) $58 Shares 1,678 Est. Cost $33.67 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $57 Shares 259 Est. Cost $189.90 Unrealized +12.5%
COMB GRANITESHARES ETF TR 0.0%
Value ($000) $57 Shares 2,755 Est. Cost $29.78 Unrealized
NKE NIKE INC 0.0%
Value ($000) $56 Shares 506 Est. Cost $54.25 Unrealized +105.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $55 Shares 2,945 Est. Cost $27.52 Unrealized -57.5%
PHM PULTE GROUP INC 0.0%
Value ($000) $55 Shares 712 Est. Cost $17.07 Unrealized +289.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $54 Shares 1,221 Est. Cost $37.16 Unrealized +7.4%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $54 Shares 506 Est. Cost $70.40 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $54 Shares 744 Est. Cost $36.97 Unrealized +85.4%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $54 Shares 750 Est. Cost $41.24 Unrealized +47.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $51 Shares 611 Est. Cost $206.65 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $50 Shares 3,294 Est. Cost $6.88 Unrealized +55.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $49 Shares 295 Est. Cost $159.93 Unrealized -3.0%
MMM 3M CO 0.0%
Value ($000) $49 Shares 491 Est. Cost $108.93 Unrealized -28.8%
ESGD ISHARES TR 0.0%
Value ($000) $49 Shares 673 Est. Cost $68.97 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $48 Shares 258 Est. Cost $122.01 Unrealized +39.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $48 Shares 588 Est. Cost $71.08 Unrealized +11.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $47 Shares 2,784 Est. Cost $12.32 Unrealized +15.3%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $46 Shares 277 Est. Cost $111.91 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $45 Shares 1,975 Est. Cost $31.60 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $44 Shares 574 Est. Cost $57.28 Unrealized +26.7%
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $44 Shares 1,666 Est. Cost $27.09 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $43 Shares 204 Est. Cost $252.12 Unrealized -20.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $42 Shares 1,256 Est. Cost $28.52 Unrealized
HLAL LISTED FD TR 0.0%
Value ($000) $42 Shares 978 Est. Cost $34.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $42 Shares 312 Est. Cost $101.49 Unrealized +16.3%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $41 Shares 500 Est. Cost $52.24 Unrealized +36.7%
ABT ABBOTT LABS 0.0%
Value ($000) $40 Shares 370 Est. Cost $36.93 Unrealized +174.8%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $40 Shares 736 Est. Cost $58.42 Unrealized
BIO BIO RAD LABS INC 0.0%
Value ($000) $39 Shares 103 Est. Cost $498.57 Unrealized -18.4%
FXI ISHARES TR 0.0%
Value ($000) $36 Shares 1,341 Est. Cost $35.05 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $31.85 Unrealized -7.4%
EVRG EVERGY INC 0.0%
Value ($000) $35 Shares 598 Est. Cost $40.03 Unrealized +34.7%
GIS GENERAL MLS INC 0.0%
Value ($000) $35 Shares 451 Est. Cost $54.14 Unrealized +43.1%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $34 Shares 144 Est. Cost $205.88 Unrealized -4.2%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $34 Shares 430 Est. Cost $69.20 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $33 Shares 75 Est. Cost $439.79 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $33 Shares 810 Est. Cost $40.40 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $33 Shares 448 Est. Cost $79.80 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $33 Shares 101 Est. Cost $247.77 Unrealized +24.3%
SONO SONOS INC 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $37.41 Unrealized -52.6%
USB US BANCORP DEL 0.0%
Value ($000) $33 Shares 988 Est. Cost $40.60 Unrealized -30.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $33 Shares 439 Est. Cost $54.99 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $31 Shares 789 Est. Cost $39.35 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $29 Shares 246 Est. Cost $75.44 Unrealized +43.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $29 Shares 328 Est. Cost $88.48 Unrealized -17.0%
CARZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $29 Shares 514 Est. Cost $39.90 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $29 Shares 265 Est. Cost $118.94 Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $28 Shares 618 Est. Cost $45.80 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $28 Shares 1,050 Est. Cost $26.67 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $26 Shares 380 Est. Cost $48.33 Unrealized +28.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $51.02 Unrealized -6.7%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $26 Shares 560 Est. Cost $44.67 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $26 Shares 136 Est. Cost $151.71 Unrealized +12.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $25 Shares 350 Est. Cost $28.57 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $25 Shares 1,692 Est. Cost $13.30 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $25 Shares 1,567 Est. Cost $21.24 Unrealized
CSX CSX CORP 0.0%
Value ($000) $25 Shares 720 Est. Cost $23.94 Unrealized +27.1%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $24 Shares 1,920 Est. Cost $13.02 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $24 Shares 110 Est. Cost $12.32 Unrealized +255.0%
IWC ISHARES TR 0.0%
Value ($000) $24 Shares 218 Est. Cost $122.78 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $24 Shares 220 Est. Cost $93.32 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $23 Shares 1,200 Est. Cost $22.50 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $23 Shares 1,174 Est. Cost $12.59 Unrealized +31.4%
IJK ISHARES TR 0.0%
Value ($000) $23 Shares 308 Est. Cost $85.63 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $23 Shares 80 Est. Cost $129.99 Unrealized +85.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $23 Shares 128 Est. Cost $91.24 Unrealized +69.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $102.22 Unrealized +1.7%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $23 Shares 459 Est. Cost $35.96 Unrealized +19.3%
WDAY WORKDAY INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $138.94 Unrealized +44.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $22 Shares 135 Est. Cost $80.66 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $21 Shares 184 Est. Cost $136.67 Unrealized -33.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $21 Shares 213 Est. Cost $56.13 Unrealized +64.4%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 69 Est. Cost $180.89 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 532 Est. Cost $25.76 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $20 Shares 209 Est. Cost $87.97 Unrealized
DE DEERE & CO 0.0%
Value ($000) $20 Shares 50 Est. Cost $81.42 Unrealized +351.8%
BIIB BIOGEN INC 0.0%
Value ($000) $20 Shares 71 Est. Cost $296.43 Unrealized +0.5%
VFMF VANGUARD WELLINGTON FD 0.0%
Value ($000) $20 Shares 194 Est. Cost $81.77 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $20 Shares 140 Est. Cost $60.77 Unrealized +127.8%
IDNA ISHARES TR 0.0%
Value ($000) $20 Shares 843 Est. Cost $48.32 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $20 Shares 314 Est. Cost $30.56 Unrealized +86.9%
DEO DIAGEO PLC 0.0%
Value ($000) $20 Shares 113 Est. Cost $106.19 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $20 Shares 50 Est. Cost $118.35 Unrealized +177.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $19 Shares 140 Est. Cost $118.20 Unrealized +9.0%
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $19 Shares 390 Est. Cost $41.85 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $18 Shares 187 Est. Cost $101.60 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $18 Shares 71 Est. Cost $79.47 Unrealized +206.3%
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $18 Shares 850 Est. Cost $35.29 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $18 Shares 236 Est. Cost $84.61 Unrealized
VMWARE INC 0.0%
Value ($000) $18 Shares 122 Est. Cost $118.73 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $17 Shares 222 Est. Cost $72.07 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $17 Shares 250 Est. Cost $57.61 Unrealized +11.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $17 Shares 125 Est. Cost $114.77 Unrealized +9.6%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $17 Shares 275 Est. Cost $74.18 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $17 Shares 371 Est. Cost $48.56 Unrealized -16.1%
LOW LOWES COS INC 0.0%
Value ($000) $16 Shares 73 Est. Cost $182.11 Unrealized +8.6%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $16 Shares 219 Est. Cost $102.16 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $16 Shares 92 Est. Cost $219.04 Unrealized -14.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $15 Shares 817 Est. Cost $17.46 Unrealized +9.3%
AFL AFLAC INC 0.0%
Value ($000) $15 Shares 220 Est. Cost $34.91 Unrealized +81.1%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 282 Est. Cost $28.37 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $14 Shares 70 Est. Cost $86.33 Unrealized +106.3%
IEMG ISHARES INC 0.0%
Value ($000) $13 Shares 269 Est. Cost $57.76 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $13 Shares 112 Est. Cost $34.23 Unrealized +221.1%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $13 Shares 46 Est. Cost $326.09 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $13 Shares 200 Est. Cost $27.17 Unrealized +115.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $13 Shares 26 Est. Cost $236.62 Unrealized +70.2%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $13 Shares 64 Est. Cost $189.62 Unrealized +6.3%
NVS NOVARTIS AG 0.0%
Value ($000) $12 Shares 123 Est. Cost $72.00 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 638 Est. Cost $30.69 Unrealized
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $12 Shares 1,198 Est. Cost $10.85 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 77 Est. Cost $137.14 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $11 Shares 364 Est. Cost $27.31 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $11 Shares 543 Est. Cost $15.12 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $11 Shares 2,600 Est. Cost $3.62 Unrealized +25.8%
ARKG ARK ETF TR 0.0%
Value ($000) $11 Shares 332 Est. Cost $72.11 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $11 Shares 281 Est. Cost $36.27 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $11 Shares 100 Est. Cost $68.75 Unrealized +39.5%
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $11 Shares 122 Est. Cost $82.64 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $10 Shares 12 Est. Cost $52.39 Unrealized +31.2%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 256 Est. Cost $94.59 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $10 Shares 56 Est. Cost $161.92 Unrealized +4.3%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 48 Est. Cost $125.00 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $10 Shares 87 Est. Cost $149.05 Unrealized -30.7%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 192 Est. Cost $53.69 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $10 Shares 505 Est. Cost $22.03 Unrealized -19.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $10 Shares 116 Est. Cost $39.56 Unrealized +92.5%
LL FLOORING HOLDINGS INC 0.0%
Value ($000) $10 Shares 2,544 Est. Cost $3.83 Unrealized
KR KROGER CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $21.37 Unrealized +110.5%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $9 Shares 192 Est. Cost $44.56 Unrealized +2.0%
TELFY TELEFONICA S A 0.0%
Value ($000) $9 Shares 2,278 Est. Cost $8.29 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $9 Shares 350 Est. Cost $17.29 Unrealized +33.6%
HRB BLOCK H & R INC 0.0%
Value ($000) $9 Shares 280 Est. Cost $16.08 Unrealized +85.7%
APARTMENT INCOME REIT CORP 0.0%
Value ($000) $9 Shares 247 Est. Cost $36.44 Unrealized
EWA ISHARES INC 0.0%
Value ($000) $9 Shares 390 Est. Cost $25.07 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $37.17 Unrealized 0.0%
ARTY ISHARES TR 0.0%
Value ($000) $9 Shares 258 Est. Cost $40.22 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $9 Shares 49 Est. Cost $110.16 Unrealized +44.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $8 Shares 50 Est. Cost $118.01 Unrealized +28.2%
ROKU ROKU INC 0.0%
Value ($000) $8 Shares 130 Est. Cost $141.00 Unrealized -56.9%
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $8 Shares 239 Est. Cost $46.50 Unrealized -33.5%
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 33 Est. Cost $173.08 Unrealized +24.8%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 52 Est. Cost $96.15 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $8 Shares 140 Est. Cost $54.25 Unrealized +11.2%
SIMS SPDR SER TR 0.0%
Value ($000) $8 Shares 220 Est. Cost $46.42 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $8 Shares 136 Est. Cost $25.02 Unrealized +126.3%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $8 Shares 110 Est. Cost $60.97 Unrealized +12.0%
INDY ISHARES TR 0.0%
Value ($000) $7 Shares 166 Est. Cost $30.12 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $7 Shares 50 Est. Cost $165.57 Unrealized -17.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $7 Shares 81 Est. Cost $79.53 Unrealized -4.5%
SPYG SPDR SER TR 0.0%
Value ($000) $7 Shares 119 Est. Cost $50.24 Unrealized
WABC WESTAMERICA BANCORPORATION 0.0%
Value ($000) $7 Shares 190 Est. Cost $52.96 Unrealized -32.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $7 Shares 220 Est. Cost $31.25 Unrealized -6.9%
NTCT NETSCOUT SYS INC 0.0%
Value ($000) $7 Shares 220 Est. Cost $30.68 Unrealized -4.2%
EFA ISHARES TR 0.0%
Value ($000) $6 Shares 89 Est. Cost $57.75 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $6 Shares 239 Est. Cost $27.49 Unrealized -9.5%
TWLO TWILIO INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $81.24 Unrealized -27.4%
RY ROYAL BK CDA 0.0%
Value ($000) $6 Shares 60 Est. Cost $69.90 Unrealized +36.6%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $6 Shares 255 Est. Cost $21.05 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $5 Shares 659 Est. Cost $16.69 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $5 Shares 210 Est. Cost $40.64 Unrealized -54.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $5 Shares 123 Est. Cost $26.06 Unrealized +63.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5 Shares 51 Est. Cost $89.94 Unrealized +5.0%
PPL PPL CORP 0.0%
Value ($000) $5 Shares 190 Est. Cost $23.47 Unrealized +7.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $27.19 Unrealized -0.0%
NORDSTROM INC 0.0%
Value ($000) $5 Shares 236 Est. Cost $49.13 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $5 Shares 37 Est. Cost $34.21 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $5 Shares 81 Est. Cost $87.36 Unrealized -35.0%
MET METLIFE INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $34.82 Unrealized +47.1%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $4 Shares 110 Est. Cost $45.04 Unrealized -23.8%
MBC MASTERBRAND INC 0.0%
Value ($000) $4 Shares 375 Est. Cost $8.82 Unrealized +8.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $4 Shares 18 Est. Cost $66.37 Unrealized +214.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $330.82 Unrealized +61.8%
GSK GSK PLC 0.0%
Value ($000) $4 Shares 115 Est. Cost $26.09 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $4 Shares 91 Est. Cost $98.30 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $4 Shares 46 Est. Cost $33.59 Unrealized +13.0%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $4 Shares 132 Est. Cost $37.88 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.82 Unrealized -13.8%
JUNIPER NETWORKS INC 0.0%
Value ($000) $4 Shares 114 Est. Cost $26.32 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $3 Shares 11 Est. Cost $103.92 Unrealized +170.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 59 Est. Cost $24.16 Unrealized +81.6%
SNY SANOFI 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.85 Unrealized
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $3 Shares 25 Est. Cost $185.43 Unrealized -45.5%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $3 Shares 80 Est. Cost $40.87 Unrealized -32.2%
MRNA MODERNA INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $368.80 Unrealized -63.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 81 Est. Cost $53.72 Unrealized -37.5%
CHGG CHEGG INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $62.60 Unrealized -80.6%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $103.67 Unrealized -9.2%
MARATHON OIL CORP 0.0%
Value ($000) $3 Shares 112 Est. Cost $17.86 Unrealized
INVA INNOVIVA INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.71 Unrealized -1.6%
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 122 Est. Cost $26.93 Unrealized -29.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2 Shares 50 Est. Cost $17.13 Unrealized +148.2%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $148.94 Unrealized -9.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $52.64 Unrealized +53.1%
VFC V F CORP 0.0%
Value ($000) $2 Shares 120 Est. Cost $51.86 Unrealized -60.5%
AI C3 AI INC 0.0%
Value ($000) $2 Shares 62 Est. Cost $40.49 Unrealized -30.4%
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 42 Est. Cost $32.49 Unrealized +38.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.48 Unrealized +69.8%
AIV APARTMENT INVT & MGMT CO 0.0%
Value ($000) $2 Shares 247 Est. Cost $4.05 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
ALC ALCON AG 0.0%
Value ($000) $2 Shares 24 Est. Cost $75.98 Unrealized -0.3%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.92 Unrealized -1.5%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $2 Shares 95 Est. Cost $27.78 Unrealized -28.0%
BP BP PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.37 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $32.84 Unrealized -57.5%
TSLA TESLA INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $267.61 Unrealized -25.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 85 Est. Cost $21.34 Unrealized -19.1%
IONQ IONQ INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.08 Unrealized +17.5%
MAT MATTEL INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $14.73 Unrealized +22.6%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 144 Est. Cost $6.94 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 47 Est. Cost $34.02 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 3 Est. Cost $350.86 Unrealized -2.7%
BYND BEYOND MEAT INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $98.85 Unrealized -87.2%
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 42 Est. Cost $21.82 Unrealized -33.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.69 Unrealized -5.6%
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 231 Est. Cost $4.65 Unrealized
M MACYS INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $17.77 Unrealized -10.0%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.28 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.31 Unrealized +50.8%
WAB WABTEC 0.0%
Value ($000) $1 Shares 7 Est. Cost $86.77 Unrealized +12.8%
FTV FORTIVE CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $31.86 Unrealized +56.7%
GAP GAP INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $23.04 Unrealized -64.8%
BROS DUTCH BROS INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.51 Unrealized -37.6%
TBPH THERAVANCE BIOPHARMA INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.73 Unrealized -41.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 201 Est. Cost $12.03 Unrealized -81.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.56 Unrealized +0.8%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 51 Est. Cost $6.62 Unrealized +21.2%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.73 Unrealized -8.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.47 Unrealized +43.3%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.05 Unrealized -20.3%
DMTKQ DERMTECH INC 0.0%
Value ($000) $0 Shares 109 Est. Cost $18.35 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.59 Unrealized -37.3%
ADEA ADEIA INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $9.49 Unrealized -8.0%
AEGON N V 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.29 Unrealized -23.2%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $13.33 Unrealized -36.5%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.19 Unrealized -7.6%
XPER XPERI INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.33 Unrealized -53.5%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.51 Unrealized -16.4%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $2.96 Unrealized +10.5%
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.55 Unrealized -73.5%