WEST PACES ADVISORS INC. Diversified Active

CIK: 0002004720 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Dec 18, 2023

Total Value ($000): $314,243 (100.0% shares, 0.0% debt)

Holdings (533)

IJH ISHARES CORE S&P MID-CAP ETF 12.0%
Value ($000) $37,866 Shares 156,543 Est. Cost $206.62 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 10.3%
Value ($000) $32,470 Shares 343,095 Est. Cost $78.29 Unrealized
TDTT FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF 9.4%
Value ($000) $29,579 Shares 1,257,619 Est. Cost $25.46 Unrealized
VOO VANGUARD S&P 500 ETF 5.8%
Value ($000) $18,287 Shares 52,050 Est. Cost $311.54 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.3%
Value ($000) $16,737 Shares 271,530 Est. Cost $59.88 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 5.0%
Value ($000) $15,860 Shares 165,583 Est. Cost $102.95 Unrealized
KO COCA COLA CO COM 3.9%
Value ($000) $12,369 Shares 194,447 Est. Cost $48.47 Unrealized +13.3%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 2.9%
Value ($000) $9,114 Shares 289,608 Est. Cost $32.01 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.4%
Value ($000) $7,470 Shares 19,534 Est. Cost $255.50 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 2.3%
Value ($000) $7,082 Shares 299,208 Est. Cost $24.61 Unrealized
ACWI ISHARES MSCI ACWI ETF 1.7%
Value ($000) $5,460 Shares 64,327 Est. Cost $71.08 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.7%
Value ($000) $5,299 Shares 105,702 Est. Cost $50.44 Unrealized
HD HOME DEPOT INC COM 1.5%
Value ($000) $4,755 Shares 15,055 Est. Cost $132.77 Unrealized +111.8%
AAPL APPLE INC COM 1.5%
Value ($000) $4,669 Shares 35,934 Est. Cost $90.34 Unrealized +55.7%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1.2%
Value ($000) $3,642 Shares 44,867 Est. Cost $81.29 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.1%
Value ($000) $3,567 Shares 18,655 Est. Cost $123.35 Unrealized
MSFT MICROSOFT CORP COM 0.9%
Value ($000) $2,916 Shares 12,161 Est. Cost $112.67 Unrealized +107.7%
REG REGENCY CTRS CORP COM 0.9%
Value ($000) $2,672 Shares 42,747 Est. Cost $52.37 Unrealized +2.8%
VTIP VANGUARD ST INFLATION PROTECTED ETF 0.8%
Value ($000) $2,587 Shares 55,375 Est. Cost $47.76 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $2,386 Shares 21,506 Est. Cost $61.89 Unrealized +49.9%
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $2,244 Shares 5,840 Est. Cost $277.71 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.7%
Value ($000) $2,120 Shares 4,787 Est. Cost $304.43 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.7%
Value ($000) $2,050 Shares 45,750 Est. Cost $50.75 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $2,048 Shares 11,408 Est. Cost $85.96 Unrealized +78.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $1,879 Shares 20,878 Est. Cost $69.56 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $1,779 Shares 11,737 Est. Cost $103.15 Unrealized +25.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.5%
Value ($000) $1,598 Shares 49,602 Est. Cost $27.86 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $1,588 Shares 8,790 Est. Cost $89.85 Unrealized +79.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,561 Shares 13,589 Est. Cost $120.33 Unrealized
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $1,545 Shares 14,513 Est. Cost $122.26 Unrealized
ABBV ABBVIE INC COM 0.5%
Value ($000) $1,531 Shares 9,474 Est. Cost $71.81 Unrealized +91.1%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $1,515 Shares 15,272 Est. Cost $51.89 Unrealized +68.7%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $1,509 Shares 18,055 Est. Cost $56.54 Unrealized +30.6%
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,384 Shares 2,476 Est. Cost $24.91 Unrealized +91.1%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $1,297 Shares 3,546 Est. Cost $126.38 Unrealized +173.6%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,295 Shares 9,660 Est. Cost $68.74 Unrealized +71.1%
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $1,235 Shares 7,819 Est. Cost $120.98 Unrealized +15.1%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,232 Shares 4,676 Est. Cost $134.03 Unrealized +83.0%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $1,228 Shares 7,431 Est. Cost $61.20 Unrealized +148.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.4%
Value ($000) $1,191 Shares 29,405 Est. Cost $44.88 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,170 Shares 13,189 Est. Cost $107.72 Unrealized -12.1%
APD AIR PRODS & CHEMS INC COM 0.4%
Value ($000) $1,145 Shares 3,714 Est. Cost $130.01 Unrealized +99.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $1,140 Shares 16,901 Est. Cost $70.11 Unrealized
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $1,099 Shares 25,550 Est. Cost $34.34 Unrealized +8.0%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.3%
Value ($000) $1,065 Shares 22,085 Est. Cost $48.25 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $1,060 Shares 15,898 Est. Cost $42.94 Unrealized +35.1%
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $976 Shares 5,896 Est. Cost $70.03 Unrealized +122.7%
BLACKROCK INC COM 0.3%
Value ($000) $972 Shares 1,372 Est. Cost $428.30 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $961 Shares 1,812 Est. Cost $259.04 Unrealized +93.2%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $885 Shares 18,580 Est. Cost $25.91 Unrealized +60.0%
CCI CROWN CASTLE INTL CORP 0.3%
Value ($000) $855 Shares 6,301 Est. Cost $72.30 Unrealized +57.2%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $837 Shares 1,720 Est. Cost $207.62 Unrealized +105.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $828 Shares 3,466 Est. Cost $112.46 Unrealized +103.6%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $804 Shares 4,625 Est. Cost $154.87 Unrealized -4.4%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $786 Shares 23,724 Est. Cost $25.21 Unrealized +25.8%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $778 Shares 9,256 Est. Cost $123.56 Unrealized -20.1%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $767 Shares 6,980 Est. Cost $114.22 Unrealized -4.7%
SRE SEMPRA COM 0.2%
Value ($000) $736 Shares 4,763 Est. Cost $42.83 Unrealized +63.0%
ABT ABBOTT LABS COM 0.2%
Value ($000) $717 Shares 6,532 Est. Cost $36.61 Unrealized +166.6%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $708 Shares 1,551 Est. Cost $287.58 Unrealized +63.0%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $695 Shares 7,877 Est. Cost $108.16 Unrealized -12.8%
O REALTY INCOME CORP COM 0.2%
Value ($000) $689 Shares 10,862 Est. Cost $47.35 Unrealized +10.3%
DIS WALT DISNEY CO 0.2%
Value ($000) $685 Shares 7,882 Est. Cost $109.81 Unrealized -14.9%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $668 Shares 5,929 Est. Cost $79.31 Unrealized +26.3%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $668 Shares 3,780 Est. Cost $97.52 Unrealized +61.1%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $662 Shares 6,275 Est. Cost $127.30 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $649 Shares 3,027 Est. Cost $163.24 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $635 Shares 3,657 Est. Cost $89.83 Unrealized +77.1%
SOUTHSTATE CORPORATION COM 0.2%
Value ($000) $632 Shares 8,280 Est. Cost $81.59 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $628 Shares 3,021 Est. Cost $154.44 Unrealized +27.5%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $619 Shares 2,940 Est. Cost $157.31 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $601 Shares 3,828 Est. Cost $104.11 Unrealized +41.1%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $590 Shares 13,530 Est. Cost $35.86 Unrealized +2.4%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $571 Shares 2,591 Est. Cost $114.29 Unrealized +72.8%
NKE NIKE INC CL B 0.2%
Value ($000) $561 Shares 4,792 Est. Cost $65.97 Unrealized +44.5%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $560 Shares 4,844 Est. Cost $44.51 Unrealized +139.4%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $558 Shares 7,176 Est. Cost $67.31 Unrealized +9.1%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $547 Shares 2,062 Est. Cost $66.37 Unrealized +243.7%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $521 Shares 5,556 Est. Cost $43.15 Unrealized +91.7%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $493 Shares 4,088 Est. Cost $106.65 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $491 Shares 3,922 Est. Cost $113.79 Unrealized
KDP KEURIG DR PEPPER INC COM 0.2%
Value ($000) $488 Shares 13,686 Est. Cost $33.88 Unrealized +1.2%
PFE PFIZER INC COM 0.2%
Value ($000) $480 Shares 9,373 Est. Cost $28.75 Unrealized +39.8%
UNP UNION PAC CORP COM 0.2%
Value ($000) $477 Shares 2,304 Est. Cost $168.54 Unrealized +12.8%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $465 Shares 2,195 Est. Cost $176.00 Unrealized +6.1%
GLW CORNING INC COM 0.1%
Value ($000) $453 Shares 14,173 Est. Cost $32.39 Unrealized -8.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $452 Shares 4,393 Est. Cost $83.63 Unrealized +1.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $449 Shares 1,709 Est. Cost $137.49 Unrealized +76.5%
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $443 Shares 5,003 Est. Cost $70.10 Unrealized +12.6%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $435 Shares 2,563 Est. Cost $125.58 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $427 Shares 12,350 Est. Cost $15.76 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $416 Shares 3,768 Est. Cost $51.54 Unrealized +86.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $415 Shares 2,730 Est. Cost $119.20 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $407 Shares 2,335 Est. Cost $146.32 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $385 Shares 752 Est. Cost $358.86 Unrealized +41.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $366 Shares 665 Est. Cost $451.77 Unrealized +16.2%
WMT WALMART INC COM 0.1%
Value ($000) $344 Shares 2,423 Est. Cost $36.96 Unrealized +23.5%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $333 Shares 770 Est. Cost $423.37 Unrealized -4.6%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $322 Shares 3,094 Est. Cost $67.54 Unrealized +35.3%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $317 Shares 1,436 Est. Cost $135.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $314 Shares 1,015 Est. Cost $233.71 Unrealized +27.1%
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $311 Shares 4,588 Est. Cost $85.58 Unrealized -23.5%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $293 Shares 8,905 Est. Cost $25.56 Unrealized +10.4%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $264 Shares 1,233 Est. Cost $99.23 Unrealized +80.2%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $255 Shares 3,044 Est. Cost $63.86 Unrealized +8.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $255 Shares 3,371 Est. Cost $73.82 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $251 Shares 9,507 Est. Cost $36.02 Unrealized -26.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $247 Shares 2,655 Est. Cost $69.64 Unrealized +23.4%
MCK MCKESSON CORP COM 0.1%
Value ($000) $238 Shares 634 Est. Cost $296.95 Unrealized +23.7%
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $235 Shares 4,950 Est. Cost $45.18 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $231 Shares 2,284 Est. Cost $71.58 Unrealized +22.5%
SO SOUTHERN CO COM 0.1%
Value ($000) $229 Shares 3,210 Est. Cost $50.03 Unrealized +19.2%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $224 Shares 3,011 Est. Cost $91.01 Unrealized
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $220 Shares 3,000 Est. Cost $64.00 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $219 Shares 4,856 Est. Cost $51.29 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $215 Shares 956 Est. Cost $36.95 Unrealized +8.8%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $213 Shares 643 Est. Cost $193.06 Unrealized +54.8%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $202 Shares 1,203 Est. Cost $145.11 Unrealized +9.8%
META FACEBOOK CL A 0.1%
Value ($000) $197 Shares 1,641 Est. Cost $179.30 Unrealized -35.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $195 Shares 1,656 Est. Cost $59.47 Unrealized +84.0%
ORCL ORACLE CORP COM 0.1%
Value ($000) $195 Shares 2,383 Est. Cost $43.39 Unrealized +68.7%
WESTROCK CO COM 0.1%
Value ($000) $193 Shares 5,477 Est. Cost $50.77 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $190 Shares 2,212 Est. Cost $56.18 Unrealized +26.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $183 Shares 5,226 Est. Cost $30.74 Unrealized -2.2%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $182 Shares 738 Est. Cost $101.47 Unrealized +117.2%
RES RPC INC COM 0.1%
Value ($000) $173 Shares 19,500 Est. Cost $8.86 Unrealized -6.3%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $173 Shares 1,186 Est. Cost $19.79 Unrealized -26.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $166 Shares 627 Est. Cost $291.76 Unrealized -16.4%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $165 Shares 1,054 Est. Cost $117.58 Unrealized +30.3%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $162 Shares 2,982 Est. Cost $65.98 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $157 Shares 468 Est. Cost $329.01 Unrealized -2.8%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $154 Shares 1,518 Est. Cost $72.58 Unrealized +12.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $150 Shares 432 Est. Cost $212.87 Unrealized +51.9%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $147 Shares 1,087 Est. Cost $111.70 Unrealized +8.7%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $147 Shares 895 Est. Cost $65.76 Unrealized +124.7%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $146 Shares 1,421 Est. Cost $56.98 Unrealized +67.6%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $146 Shares 284 Est. Cost $382.38 Unrealized +26.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $139 Shares 2,100 Est. Cost $54.78 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $138 Shares 1,105 Est. Cost $101.24 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $136 Shares 1,900 Est. Cost $83.86 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $135 Shares 7,477 Est. Cost $15.09 Unrealized +0.6%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $132 Shares 1,900 Est. Cost $81.89 Unrealized -11.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $129 Shares 3,297 Est. Cost $42.95 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $128 Shares 1,955 Est. Cost $65.41 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $125 Shares 823 Est. Cost $101.72 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $120 Shares 866 Est. Cost $127.94 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $120 Shares 2,315 Est. Cost $50.10 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $120 Shares 486 Est. Cost $76.30 Unrealized +205.6%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $119 Shares 1,284 Est. Cost $109.49 Unrealized -15.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $116 Shares 1,323 Est. Cost $41.45 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $115 Shares 210 Est. Cost $125.76 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $114 Shares 381 Est. Cost $102.73 Unrealized +178.1%
CME CME GROUP INC COM 0.0%
Value ($000) $114 Shares 678 Est. Cost $88.46 Unrealized +70.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $114 Shares 1,512 Est. Cost $80.41 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $113 Shares 3,447 Est. Cost $35.10 Unrealized -8.1%
BX BLACKSTONE INC COM 0.0%
Value ($000) $111 Shares 1,500 Est. Cost $115.23 Unrealized -31.8%
ECL ECOLAB INC COM 0.0%
Value ($000) $111 Shares 760 Est. Cost $175.32 Unrealized -19.1%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $111 Shares 1,301 Est. Cost $44.72 Unrealized +71.7%
LIN LINDE PLC SHS 0.0%
Value ($000) $109 Shares 333 Est. Cost $149.27 Unrealized +101.5%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $107 Shares 500 Est. Cost $176.02 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $106 Shares 1,056 Est. Cost $125.00 Unrealized -27.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $105 Shares 356 Est. Cost $18.96 Unrealized +48.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $104 Shares 787 Est. Cost $51.13 Unrealized +160.7%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $104 Shares 1,355 Est. Cost $37.78 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $103 Shares 775 Est. Cost $184.09 Unrealized -21.7%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $103 Shares 585 Est. Cost $76.55 Unrealized +131.5%
TGT TARGET CORP COM 0.0%
Value ($000) $100 Shares 673 Est. Cost $124.59 Unrealized +13.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $100 Shares 1,624 Est. Cost $52.15 Unrealized -0.1%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $98 Shares 2,385 Est. Cost $39.46 Unrealized +3.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $97 Shares 485 Est. Cost $107.99 Unrealized +74.2%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $96 Shares 970 Est. Cost $79.73 Unrealized +8.8%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $96 Shares 392 Est. Cost $111.31 Unrealized +97.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $94 Shares 3,900 Est. Cost $21.64 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $93 Shares 1,410 Est. Cost $61.10 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $92 Shares 1,278 Est. Cost $50.22 Unrealized +29.9%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $92 Shares 2,333 Est. Cost $39.80 Unrealized -22.7%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $91 Shares 2,314 Est. Cost $40.54 Unrealized -16.3%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $91 Shares 1,482 Est. Cost $60.12 Unrealized -10.7%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $90 Shares 1,237 Est. Cost $29.62 Unrealized +50.3%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $88 Shares 1,735 Est. Cost $50.30 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $84 Shares 1,051 Est. Cost $87.83 Unrealized -28.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $84 Shares 1,818 Est. Cost $41.59 Unrealized +4.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $84 Shares 1,004 Est. Cost $64.47 Unrealized +15.1%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $83 Shares 443 Est. Cost $137.44 Unrealized +23.2%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $82 Shares 1,199 Est. Cost $63.14 Unrealized +4.2%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $82 Shares 2,837 Est. Cost $22.22 Unrealized +8.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $81 Shares 1,743 Est. Cost $53.10 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $81 Shares 1,245 Est. Cost $116.27 Unrealized -43.2%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $81 Shares 2,630 Est. Cost $34.48 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $76 Shares 31 Est. Cost $769.59 Unrealized +214.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $76 Shares 356 Est. Cost $214.42 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $76 Shares 911 Est. Cost $105.96 Unrealized -54.3%
NNN NNN REIT INC COM 0.0%
Value ($000) $76 Shares 1,656 Est. Cost $43.00 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $76 Shares 615 Est. Cost $226.41 Unrealized -16.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $75 Shares 1,000 Est. Cost $77.11 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $74 Shares 221 Est. Cost $122.90 Unrealized +161.3%
TILT FLEXSHARES US MARKET TILT ETF 0.0%
Value ($000) $72 Shares 486 Est. Cost $96.14 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $72 Shares 190 Est. Cost $153.41 Unrealized +120.3%
IEX IDEX CORP COM 0.0%
Value ($000) $71 Shares 310 Est. Cost $80.87 Unrealized +165.5%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $70 Shares 460 Est. Cost $60.77 Unrealized +121.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $66 Shares 194 Est. Cost $269.28 Unrealized +30.5%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $65 Shares 275 Est. Cost $235.48 Unrealized +5.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $65 Shares 242 Est. Cost $103.84 Unrealized +154.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $64 Shares 1,532 Est. Cost $45.32 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $64 Shares 990 Est. Cost $31.86 Unrealized +50.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $63 Shares 115 Est. Cost $218.45 Unrealized +126.7%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $62 Shares 1,800 Est. Cost $20.82 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $61 Shares 425 Est. Cost $119.13 Unrealized +18.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $59 Shares 609 Est. Cost $90.58 Unrealized +3.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $58 Shares 392 Est. Cost $83.87 Unrealized +69.7%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $55 Shares 694 Est. Cost $43.77 Unrealized +61.6%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $54 Shares 400 Est. Cost $146.79 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $54 Shares 1,246 Est. Cost $31.80 Unrealized +10.7%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $53 Shares 440 Est. Cost $121.35 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $52 Shares 218 Est. Cost $86.60 Unrealized +138.5%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $52 Shares 949 Est. Cost $27.20 Unrealized +86.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $52 Shares 879 Est. Cost $43.63 Unrealized +40.1%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $51 Shares 722 Est. Cost $47.96 Unrealized +47.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $51 Shares 60 Est. Cost $34.31 Unrealized +56.7%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $50 Shares 1,315 Est. Cost $38.01 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $49 Shares 216 Est. Cost $222.71 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $49 Shares 512 Est. Cost $79.85 Unrealized +5.9%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $49 Shares 348 Est. Cost $131.88 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $49 Shares 307 Est. Cost $158.89 Unrealized -6.0%
DE DEERE & CO COM 0.0%
Value ($000) $48 Shares 113 Est. Cost $90.83 Unrealized +327.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $47 Shares 662 Est. Cost $124.05 Unrealized -35.6%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $46 Shares 677 Est. Cost $31.43 Unrealized -20.5%
SEAGEN INC COM 0.0%
Value ($000) $46 Shares 360 Est. Cost $58.84 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $44 Shares 192 Est. Cost $184.12 Unrealized +22.8%
JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 0.0%
Value ($000) $44 Shares 1,450 Est. Cost $36.25 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $44 Shares 467 Est. Cost $60.66 Unrealized +33.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $44 Shares 142 Est. Cost $113.00 Unrealized +158.3%
CSX CSX CORP COM 0.0%
Value ($000) $43 Shares 1,398 Est. Cost $24.88 Unrealized +15.5%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $43 Shares 3,815 Est. Cost $12.52 Unrealized
T AT&T INC COM 0.0%
Value ($000) $42 Shares 2,288 Est. Cost $15.86 Unrealized -4.7%
BA BOEING CO COM 0.0%
Value ($000) $39 Shares 205 Est. Cost $151.29 Unrealized +8.1%
INTU INTUIT COM 0.0%
Value ($000) $39 Shares 100 Est. Cost $104.73 Unrealized +271.3%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $37 Shares 834 Est. Cost $43.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $36 Shares 258 Est. Cost $108.73 Unrealized +13.2%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $36 Shares 300 Est. Cost $84.21 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $36 Shares 685 Est. Cost $51.68 Unrealized -1.5%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $36 Shares 1,573 Est. Cost $25.53 Unrealized
NOV NOV INC COM 0.0%
Value ($000) $35 Shares 1,681 Est. Cost $26.90 Unrealized -22.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $35 Shares 257 Est. Cost $93.63 Unrealized +20.4%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $34 Shares 400 Est. Cost $61.00 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $34 Shares 217 Est. Cost $178.09 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $33 Shares 384 Est. Cost $49.81 Unrealized +76.1%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $33 Shares 140 Est. Cost $282.04 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $33 Shares 990 Est. Cost $41.04 Unrealized -22.3%
PINS PINTEREST INC CL A 0.0%
Value ($000) $32 Shares 1,337 Est. Cost $44.44 Unrealized -46.3%
EOG EOG RES INC COM 0.0%
Value ($000) $32 Shares 250 Est. Cost $83.29 Unrealized +41.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $32 Shares 707 Est. Cost $38.21 Unrealized +2.7%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $32 Shares 705 Est. Cost $48.34 Unrealized -16.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $31 Shares 266 Est. Cost $46.41 Unrealized +129.3%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $31 Shares 242 Est. Cost $50.79 Unrealized +124.6%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $31 Shares 399 Est. Cost $51.76 Unrealized +38.2%
FDX FEDEX CORP COM 0.0%
Value ($000) $30 Shares 175 Est. Cost $167.17 Unrealized -7.3%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $30 Shares 730 Est. Cost $62.47 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $30 Shares 87 Est. Cost $211.30 Unrealized +52.2%
NI NISOURCE INC COM 0.0%
Value ($000) $29 Shares 1,072 Est. Cost $26.85 Unrealized -11.7%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $28 Shares 707 Est. Cost $27.92 Unrealized +14.1%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 375 Est. Cost $80.96 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $28 Shares 116 Est. Cost $205.29 Unrealized +9.5%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $27 Shares 104 Est. Cost $106.21 Unrealized +126.9%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $26 Shares 1,250 Est. Cost $9.82 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $26 Shares 13 Est. Cost $1638.40 Unrealized +14.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $203.26 Unrealized +9.8%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $25 Shares 87 Est. Cost $137.19 Unrealized +100.8%
APA APA CORPORATION COM 0.0%
Value ($000) $25 Shares 541 Est. Cost $39.76 Unrealized +0.7%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $25 Shares 335 Est. Cost $56.38 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $25 Shares 100 Est. Cost $117.07 Unrealized +80.2%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $25 Shares 322 Est. Cost $24.01 Unrealized +53.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 437 Est. Cost $55.81 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $24 Shares 2,079 Est. Cost $7.92 Unrealized +27.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $24 Shares 517 Est. Cost $33.73 Unrealized +3.9%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $23 Shares 157 Est. Cost $90.29 Unrealized +65.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $23 Shares 94 Est. Cost $134.10 Unrealized +70.6%
FAST FASTENAL CO COM 0.0%
Value ($000) $23 Shares 482 Est. Cost $18.24 Unrealized +24.1%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $23 Shares 201 Est. Cost $51.44 Unrealized -5.0%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $22 Shares 1,920 Est. Cost $15.00 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $21 Shares 290 Est. Cost $36.04 Unrealized +80.7%
MCO MOODYS CORP COM 0.0%
Value ($000) $21 Shares 75 Est. Cost $92.69 Unrealized +187.4%
U S XPRESS ENTERPRISES INC COM CL A 0.0%
Value ($000) $21 Shares 11,475 Est. Cost $3.88 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $21 Shares 161 Est. Cost $51.29 Unrealized +150.1%
NUVEEN GEORGIA QLTY MUN INC FD COM 0.0%
Value ($000) $21 Shares 2,046 Est. Cost $13.01 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $21 Shares 250 Est. Cost $103.58 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $21 Shares 140 Est. Cost $105.85 Unrealized +35.3%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $20 Shares 160 Est. Cost $115.86 Unrealized -1.6%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $20 Shares 64 Est. Cost $298.71 Unrealized +4.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $20 Shares 150 Est. Cost $99.63 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $192.87 Unrealized -47.6%
EBAY EBAY INC. COM 0.0%
Value ($000) $20 Shares 473 Est. Cost $36.54 Unrealized +6.7%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value ($000) $20 Shares 545 Est. Cost $35.86 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $19 Shares 70 Est. Cost $286.57 Unrealized -1.4%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $19 Shares 139 Est. Cost $108.60 Unrealized +16.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $19 Shares 101 Est. Cost $73.63 Unrealized +172.6%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $19 Shares 72 Est. Cost $113.55 Unrealized +109.5%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $18 Shares 288 Est. Cost $53.09 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 120 Est. Cost $67.49 Unrealized +107.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $18 Shares 182 Est. Cost $72.09 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $18 Shares 320 Est. Cost $27.17 Unrealized +67.8%
AFL AFLAC INC COM 0.0%
Value ($000) $18 Shares 244 Est. Cost $51.05 Unrealized +22.4%
CADE CADENCE BANK COM 0.0%
Value ($000) $17 Shares 700 Est. Cost $26.11 Unrealized -8.2%
EFX EQUIFAX INC COM 0.0%
Value ($000) $17 Shares 86 Est. Cost $135.60 Unrealized +31.8%
HPQ HP INC COM 0.0%
Value ($000) $17 Shares 618 Est. Cost $16.62 Unrealized +47.7%
COR CENCORA INC COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $60.30 Unrealized +154.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $16 Shares 68 Est. Cost $105.31 Unrealized +109.6%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $16 Shares 35 Est. Cost $431.23 Unrealized 0.0%
MMM 3M CO COM 0.0%
Value ($000) $16 Shares 136 Est. Cost $109.40 Unrealized -17.1%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $16 Shares 171 Est. Cost $52.05 Unrealized +56.9%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $16 Shares 138 Est. Cost $113.17 Unrealized -17.4%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $16 Shares 317 Est. Cost $18.33 Unrealized +193.6%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $16 Shares 377 Est. Cost $36.77 Unrealized -6.6%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $16 Shares 76 Est. Cost $202.82 Unrealized 0.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $16 Shares 37 Est. Cost $257.01 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $15 Shares 183 Est. Cost $44.18 Unrealized +65.1%
PPG PPG INDS INC COM 0.0%
Value ($000) $15 Shares 120 Est. Cost $89.52 Unrealized +27.9%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $15 Shares 197 Est. Cost $45.05 Unrealized +50.2%
SYY SYSCO CORP COM 0.0%
Value ($000) $15 Shares 190 Est. Cost $62.10 Unrealized +19.0%
MATV MATIV HOLDINGS INC COM 0.0%
Value ($000) $14 Shares 679 Est. Cost $19.57 Unrealized -3.8%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $14 Shares 356 Est. Cost $46.14 Unrealized -20.2%
CDW CDW CORP COM 0.0%
Value ($000) $14 Shares 79 Est. Cost $168.86 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $14 Shares 58 Est. Cost $218.18 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $14 Shares 86 Est. Cost $159.86 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $14 Shares 240 Est. Cost $57.08 Unrealized -2.4%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $14 Shares 632 Est. Cost $10.42 Unrealized +80.4%
AES AES CORP COM 0.0%
Value ($000) $13 Shares 469 Est. Cost $23.57 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $13 Shares 352 Est. Cost $28.83 Unrealized +16.1%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 72 Est. Cost $220.25 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $13 Shares 252 Est. Cost $49.73 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $13 Shares 351 Est. Cost $64.22 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $13 Shares 62 Est. Cost $87.13 Unrealized +118.1%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $13 Shares 45 Est. Cost $165.99 Unrealized +54.5%
DOW DOW INC COM 0.0%
Value ($000) $13 Shares 250 Est. Cost $41.99 Unrealized -3.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $12 Shares 9 Est. Cost $29.88 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $12 Shares 102 Est. Cost $88.68 Unrealized +39.2%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $12 Shares 187 Est. Cost $34.10 Unrealized +86.7%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $12 Shares 159 Est. Cost $28.95 Unrealized +155.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $33.56 Unrealized -3.1%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $12 Shares 68 Est. Cost $113.75 Unrealized +46.7%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $12 Shares 360 Est. Cost $17.29 Unrealized +73.0%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $12 Shares 1,485 Est. Cost $14.61 Unrealized -34.4%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $65.83 Unrealized +54.1%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $50.36 Unrealized +129.7%
ICLR ICON PLC SHS 0.0%
Value ($000) $11 Shares 59 Est. Cost $188.94 Unrealized +4.9%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $11 Shares 63 Est. Cost $154.90 Unrealized +8.6%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $43.72 Unrealized +36.3%
WAT WATERS CORP COM 0.0%
Value ($000) $11 Shares 32 Est. Cost $142.72 Unrealized +121.7%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $11 Shares 137 Est. Cost $55.45 Unrealized +25.8%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $11 Shares 169 Est. Cost $70.52 Unrealized 0.0%
SMITH MICRO SOFTWARE INC COM NEW 0.0%
Value ($000) $11 Shares 5,035 Est. Cost $4.99 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $10 Shares 103 Est. Cost $37.66 Unrealized +51.4%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $10 Shares 155 Est. Cost $62.52 Unrealized -0.1%
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $10 Shares 600 Est. Cost $29.69 Unrealized -32.5%
AEE AMEREN CORP COM 0.0%
Value ($000) $10 Shares 110 Est. Cost $38.04 Unrealized +100.2%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $10 Shares 154 Est. Cost $49.17 Unrealized +8.9%
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value ($000) $10 Shares 878 Est. Cost $12.18 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $9 Shares 278 Est. Cost $40.93 Unrealized -18.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $9 Shares 820 Est. Cost $9.21 Unrealized -1.7%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $9 Shares 58 Est. Cost $112.12 Unrealized +20.7%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $9 Shares 100 Est. Cost $87.75 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $9 Shares 176 Est. Cost $68.98 Unrealized -28.2%
CALAMP CORP COM 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $4.48 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $9 Shares 50 Est. Cost $174.12 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $78.13 Unrealized +67.1%
IMMUNOPRECISE ANTIBODIES LTD COM NEW 0.0%
Value ($000) $9 Shares 1,665 Est. Cost $6.02 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $9 Shares 755 Est. Cost $23.52 Unrealized -40.8%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $8 Shares 120 Est. Cost $50.21 Unrealized +27.2%
VFC V F CORP COM 0.0%
Value ($000) $8 Shares 301 Est. Cost $64.43 Unrealized -54.4%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $8 Shares 140 Est. Cost $44.04 Unrealized +24.2%
DXCM DEXCOM INC COM 0.0%
Value ($000) $8 Shares 72 Est. Cost $89.46 Unrealized +22.7%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $176.46 Unrealized +13.2%
AIZ ASSURANT INC COM 0.0%
Value ($000) $8 Shares 62 Est. Cost $129.83 Unrealized -2.9%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $8 Shares 322 Est. Cost $151.85 Unrealized -80.9%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $8 Shares 6 Est. Cost $1482.00 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $50.44 Unrealized -1.6%
KEY KEYCORP COM 0.0%
Value ($000) $7 Shares 410 Est. Cost $10.71 Unrealized +38.1%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $7 Shares 114 Est. Cost $52.01 Unrealized +12.1%
WELL WELLTOWER INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.14 Unrealized +18.9%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $107.56 Unrealized +10.8%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $6 Shares 325 Est. Cost $18.69 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 165 Est. Cost $48.85 Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $6 Shares 66 Est. Cost $84.74 Unrealized +6.3%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 95 Est. Cost $52.84 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $142.54 Unrealized +40.3%
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $6 Shares 590 Est. Cost $28.72 Unrealized
FN FABRINET SHS 0.0%
Value ($000) $6 Shares 47 Est. Cost $91.75 Unrealized +30.0%
TPCS TECHPRECISION CORP COM NEW 0.0%
Value ($000) $6 Shares 2,850 Est. Cost $7.08 Unrealized -9.5%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $6 Shares 49 Est. Cost $85.82 Unrealized +32.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $6 Shares 79 Est. Cost $44.74 Unrealized +33.2%
FISV FISERV INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $63.42 Unrealized +57.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $113.16 Unrealized 0.0%
KAI KADANT INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $176.93 Unrealized -0.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $5 Shares 348 Est. Cost $12.84 Unrealized -2.6%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $115.07 Unrealized +20.6%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $5 Shares 55 Est. Cost $120.34 Unrealized -22.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $5 Shares 740 Est. Cost $16.63 Unrealized -54.4%
LEN LENNAR CORP CL A 0.0%
Value ($000) $5 Shares 52 Est. Cost $93.35 Unrealized -17.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $5 Shares 493 Est. Cost $17.73 Unrealized -36.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $27.65 Unrealized +75.1%
KMX CARMAX INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $56.11 Unrealized +14.4%
NV5 GLOBAL INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $98.36 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $4 Shares 76 Est. Cost $58.94 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $71.03 Unrealized +15.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $75.66 Unrealized +3.3%
POOL POOL CORP COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $412.46 Unrealized -26.4%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $93.58 Unrealized -26.4%
DHI D R HORTON INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $45.44 Unrealized +71.0%
MAT MATTEL INC COM 0.0%
Value ($000) $4 Shares 224 Est. Cost $20.73 Unrealized -12.5%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $4 Shares 468 Est. Cost $29.73 Unrealized -71.0%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $4 Shares 86 Est. Cost $45.29 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $4 Shares 15 Est. Cost $164.76 Unrealized +33.0%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $4 Shares 200 Est. Cost $22.52 Unrealized -26.3%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $4 Shares 190 Est. Cost $96.47 Unrealized -69.5%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $3 Shares 85 Est. Cost $67.18 Unrealized -21.0%
EQIX EQUINIX INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $293.28 Unrealized +97.4%
CBT CABOT CORP COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $52.99 Unrealized +23.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $160.82 Unrealized +31.2%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $68.41 Unrealized -26.9%
CRVL CORVEL CORP COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $41.71 Unrealized +19.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.32 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $26.88 Unrealized +51.9%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $3 Shares 179 Est. Cost $10.23 Unrealized +31.7%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $3 Shares 42 Est. Cost $138.79 Unrealized -45.3%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $116.96 Unrealized +126.9%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $138.47 Unrealized -29.2%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $3 Shares 32 Est. Cost $75.46 Unrealized -0.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $105.52 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $47.81 Unrealized -14.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $36.04 Unrealized +79.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $68.56 Unrealized +18.5%
MAS MASCO CORP COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $33.53 Unrealized +35.7%
VMWARE INC CL A COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $106.47 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $120.36 Unrealized +153.2%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $2 Shares 725 Est. Cost $8.98 Unrealized -66.7%
MRNA MODERNA INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $163.51 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $124.37 Unrealized -8.0%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $2 Shares 16 Est. Cost $131.00 Unrealized
IDT IDT CORP CL B NEW 0.0%
Value ($000) $2 Shares 65 Est. Cost $47.30 Unrealized -43.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $55.12 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $102.74 Unrealized +2.4%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $2 Shares 55 Est. Cost $21.61 Unrealized +46.5%
NUE NUCOR CORP COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $120.29 Unrealized +7.8%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $193.89 Unrealized -0.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $17.13 Unrealized +126.9%
TXT TEXTRON INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $48.66 Unrealized +39.1%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $62.90 Unrealized +21.8%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 39 Est. Cost $39.10 Unrealized -5.2%
STT STATE STR CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.00 Unrealized -18.4%
PALATIN TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $2 Shares 600 Est. Cost $2.56 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $109.85 Unrealized +2.7%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $44.12 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.61 Unrealized +63.8%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $56.46 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.88 Unrealized +44.5%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $625.92 Unrealized +17.2%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 83 Est. Cost $14.95 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $283.67 Unrealized +13.8%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $157.13 Unrealized +85.2%
ROL ROLLINS INC COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $30.88 Unrealized +20.8%
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.43 Unrealized -34.7%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.40 Unrealized +11.9%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $1 Shares 38 Est. Cost $35.00 Unrealized +4.2%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $84.57 Unrealized
CERIDIAN HCM HLDG INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $62.84 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $70.18 Unrealized -5.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $92.75 Unrealized
ATRC ATRICURE INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $42.41 Unrealized -1.5%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.54 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $75.10 Unrealized -6.6%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $1 Shares 35 Est. Cost $30.94 Unrealized -10.9%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $24.17 Unrealized +11.6%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $25.94 Unrealized +11.5%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $129.65 Unrealized -11.9%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $78.14 Unrealized 0.0%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.64 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $464.10 Unrealized -26.7%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $129.03 Unrealized -24.5%
ALAUNOS THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $0.65 Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $115.35 Unrealized -33.9%
VTSI VIRTRA INC COM PAR 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.95 Unrealized -39.5%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $61.47 Unrealized -26.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $13.56 Unrealized 0.0%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.24 Unrealized
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $1 Shares 12 Est. Cost $28.08 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $304.95 Unrealized -13.6%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $269.33 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $56.50 Unrealized +18.1%
SMARTSHEET INC COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.50 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $13.88 Unrealized -37.7%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $284.96 Unrealized +11.7%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $202.68 Unrealized -29.8%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $158.45 Unrealized -6.1%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $43.64 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.75 Unrealized +8.3%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $221.81 Unrealized -3.8%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $328.71 Unrealized -3.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.99 Unrealized
RVTY REVVITY INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $133.52 Unrealized 0.0%
MFS CHARTER INCOME TR SH BEN INT 0.0%
Value ($000) $1 Shares 88 Est. Cost $6.15 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $47.66 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $89.88 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $459.42 Unrealized -43.7%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $45.89 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $44.53 Unrealized 0.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $248.00 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $47.59 Unrealized -20.7%
SLM SLM CORP COM 0.0%
Value ($000) $0 Shares 29 Est. Cost $18.91 Unrealized -13.3%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 92 Est. Cost $6.15 Unrealized 0.0%
SHARECARE INC COM CL A 0.0%
Value ($000) $0 Shares 300 Est. Cost $2.47 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $235.00 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $51.52 Unrealized 0.0%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $403.63 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $356.49 Unrealized -1.7%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $50.57 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $47.43 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $319.43 Unrealized -83.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.57 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $223.94 Unrealized -29.0%
EMQQ EMQQ THE EMERGING MARKETS INTERNET & ECOMMERCE ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $63.60 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.94 Unrealized -18.5%
IRIX IRIDEX CORP COM 0.0%
Value ($000) $0 Shares 135 Est. Cost $7.60 Unrealized -70.8%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.23 Unrealized +75.4%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $15.07 Unrealized -67.1%
CASIF CASI PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.98 Unrealized 0.0%
KOD KODIAK SCIENCES INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $97.07 Unrealized -92.6%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.38 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 9 Est. Cost $8.19 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $13.82 Unrealized -85.7%
PLBY PLBY GROUP INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $30.21 Unrealized -88.2%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $132.13 Unrealized -88.6%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $10.70 Unrealized +36.9%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.27 Unrealized