WEST PACES ADVISORS INC. Diversified Active

CIK: 0002004720 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Dec 20, 2023

Total Value ($000): $284,987 (100.0% shares, 0.0% debt)

Holdings (571)

TDTT FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF 12.2%
Value ($000) $34,674 Shares 1,318,155 Est. Cost $25.39 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 11.6%
Value ($000) $33,184 Shares 126,143 Est. Cost $197.16 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 10.8%
Value ($000) $30,800 Shares 282,081 Est. Cost $73.73 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.9%
Value ($000) $16,779 Shares 225,974 Est. Cost $59.24 Unrealized
VOO VANGUARD S&P 500 ETF 5.6%
Value ($000) $15,823 Shares 40,120 Est. Cost $294.80 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 3.5%
Value ($000) $10,095 Shares 87,615 Est. Cost $104.41 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.4%
Value ($000) $9,724 Shares 22,659 Est. Cost $255.50 Unrealized
KO COCA COLA CO COM 2.5%
Value ($000) $7,050 Shares 134,364 Est. Cost $45.46 Unrealized +7.3%
ACWI ISHARES MSCI ACWI ETF 2.2%
Value ($000) $6,148 Shares 61,527 Est. Cost $70.45 Unrealized
HD HOME DEPOT INC COM 1.8%
Value ($000) $5,030 Shares 15,322 Est. Cost $129.97 Unrealized +126.6%
AAPL APPLE INC COM 1.7%
Value ($000) $4,875 Shares 34,454 Est. Cost $84.16 Unrealized +71.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.5%
Value ($000) $4,411 Shares 19,864 Est. Cost $123.35 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.3%
Value ($000) $3,646 Shares 71,885 Est. Cost $50.56 Unrealized
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $3,493 Shares 12,391 Est. Cost $81.88 Unrealized +242.9%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.1%
Value ($000) $3,023 Shares 6,287 Est. Cost $304.43 Unrealized
REG REGENCY CTRS CORP COM 1.0%
Value ($000) $2,888 Shares 42,897 Est. Cost $52.37 Unrealized +5.7%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $2,855 Shares 17,441 Est. Cost $66.24 Unrealized +111.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.8%
Value ($000) $2,153 Shares 24,315 Est. Cost $69.40 Unrealized
TIP ISHARES TIPS BOND ETF 0.8%
Value ($000) $2,151 Shares 16,845 Est. Cost $125.93 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $2,068 Shares 4,800 Est. Cost $250.32 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.7%
Value ($000) $1,926 Shares 18,549 Est. Cost $61.33 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.6%
Value ($000) $1,837 Shares 47,456 Est. Cost $26.07 Unrealized
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $1,815 Shares 9,441 Est. Cost $61.20 Unrealized +174.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $1,621 Shares 5,914 Est. Cost $133.80 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $1,613 Shares 605 Est. Cost $40.63 Unrealized +236.8%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $1,526 Shares 13,834 Est. Cost $48.13 Unrealized +119.6%
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,498 Shares 19,943 Est. Cost $60.84 Unrealized +8.7%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.5%
Value ($000) $1,465 Shares 14,632 Est. Cost $53.06 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $1,417 Shares 9,421 Est. Cost $89.85 Unrealized +50.2%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,406 Shares 10,059 Est. Cost $97.33 Unrealized +30.7%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $1,375 Shares 17,506 Est. Cost $54.66 Unrealized +31.4%
VTIP VANGUARD ST INFLATION PROTECTED ETF 0.5%
Value ($000) $1,341 Shares 25,500 Est. Cost $48.98 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.5%
Value ($000) $1,314 Shares 16,795 Est. Cost $70.11 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,192 Shares 363 Est. Cost $72.96 Unrealized +136.4%
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,178 Shares 2,430 Est. Cost $23.76 Unrealized +87.2%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,156 Shares 21,245 Est. Cost $23.67 Unrealized +108.0%
BLACKROCK INC COM 0.4%
Value ($000) $1,115 Shares 1,330 Est. Cost $411.06 Unrealized
DIS WALT DISNEY CO 0.4%
Value ($000) $1,107 Shares 6,541 Est. Cost $104.00 Unrealized +67.5%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,105 Shares 18,846 Est. Cost $31.63 Unrealized +42.6%
CCI CROWN CASTLE INTL CORP 0.4%
Value ($000) $1,104 Shares 6,368 Est. Cost $64.09 Unrealized +143.3%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.4%
Value ($000) $1,093 Shares 26,323 Est. Cost $30.71 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,089 Shares 4,517 Est. Cost $126.76 Unrealized +70.3%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $1,083 Shares 10,675 Est. Cost $79.67 Unrealized +4.6%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.4%
Value ($000) $1,062 Shares 8,162 Est. Cost $130.17 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.4%
Value ($000) $1,036 Shares 6,843 Est. Cost $68.01 Unrealized +108.3%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $1,033 Shares 4,469 Est. Cost $123.10 Unrealized +92.2%
ABBV ABBVIE INC COM 0.4%
Value ($000) $1,015 Shares 9,409 Est. Cost $69.20 Unrealized +40.5%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $994 Shares 5,081 Est. Cost $106.22 Unrealized +51.4%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $945 Shares 3,689 Est. Cost $122.14 Unrealized +102.2%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $896 Shares 15,399 Est. Cost $41.96 Unrealized +32.1%
PAYX PAYCHEX INC COM 0.3%
Value ($000) $874 Shares 7,776 Est. Cost $44.51 Unrealized +123.0%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $866 Shares 6,715 Est. Cost $112.70 Unrealized +14.3%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $857 Shares 15,328 Est. Cost $30.74 Unrealized +67.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $853 Shares 4,266 Est. Cost $112.46 Unrealized +66.9%
ABT ABBOTT LABS COM 0.3%
Value ($000) $848 Shares 7,178 Est. Cost $36.61 Unrealized +210.0%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $839 Shares 6,690 Est. Cost $65.63 Unrealized +72.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $770 Shares 4,923 Est. Cost $101.72 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $755 Shares 3,556 Est. Cost $97.11 Unrealized +100.4%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $738 Shares 276 Est. Cost $44.98 Unrealized +200.3%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $735 Shares 17,318 Est. Cost $19.64 Unrealized +83.7%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $732 Shares 5,500 Est. Cost $133.03 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $712 Shares 2,681 Est. Cost $170.50 Unrealized +45.8%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $711 Shares 2,940 Est. Cost $157.31 Unrealized
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $694 Shares 2,279 Est. Cost $66.37 Unrealized +302.0%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $683 Shares 1,980 Est. Cost $205.06 Unrealized +56.4%
SRE SEMPRA COM 0.2%
Value ($000) $679 Shares 5,364 Est. Cost $42.83 Unrealized +33.7%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $676 Shares 5,386 Est. Cost $76.93 Unrealized +48.4%
AMGN AMGEN INC COM 0.2%
Value ($000) $675 Shares 3,175 Est. Cost $134.33 Unrealized +49.1%
META FACEBOOK CL A 0.2%
Value ($000) $630 Shares 1,857 Est. Cost $169.62 Unrealized +110.9%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $611 Shares 2,793 Est. Cost $146.32 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $587 Shares 3,633 Est. Cost $90.58 Unrealized +65.9%
NKE NIKE INC CL B 0.2%
Value ($000) $581 Shares 4,001 Est. Cost $51.37 Unrealized +197.0%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $576 Shares 9,689 Est. Cost $34.01 Unrealized +37.2%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $555 Shares 2,687 Est. Cost $109.53 Unrealized +85.2%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $549 Shares 10,164 Est. Cost $39.80 Unrealized +6.3%
NTRS NORTHERN TR CORP COM 0.2%
Value ($000) $544 Shares 5,042 Est. Cost $70.10 Unrealized +41.1%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $536 Shares 6,076 Est. Cost $43.15 Unrealized +87.4%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $532 Shares 4,391 Est. Cost $89.83 Unrealized +23.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $508 Shares 3,310 Est. Cost $111.34 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $501 Shares 1,281 Est. Cost $181.20 Unrealized +112.4%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $500 Shares 1,112 Est. Cost $200.02 Unrealized +109.1%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $499 Shares 5,575 Est. Cost $91.01 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $473 Shares 3,171 Est. Cost $94.50 Unrealized +57.9%
V VISA INC COM CL A 0.2%
Value ($000) $449 Shares 2,017 Est. Cost $128.90 Unrealized +76.1%
BBY BEST BUY INC COM 0.2%
Value ($000) $447 Shares 4,226 Est. Cost $91.60 Unrealized +0.4%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $425 Shares 2,334 Est. Cost $140.55 Unrealized +15.8%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $418 Shares 12,510 Est. Cost $15.76 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $397 Shares 3,377 Est. Cost $111.47 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $395 Shares 6,095 Est. Cost $40.62 Unrealized +32.5%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $389 Shares 2,368 Est. Cost $119.52 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $385 Shares 8,943 Est. Cost $27.41 Unrealized +30.1%
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $376 Shares 4,000 Est. Cost $64.00 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $370 Shares 3,226 Est. Cost $98.99 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $367 Shares 1,440 Est. Cost $135.27 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $365 Shares 1,863 Est. Cost $151.05 Unrealized +29.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $356 Shares 3,647 Est. Cost $73.05 Unrealized +19.4%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $352 Shares 3,062 Est. Cost $110.43 Unrealized
WCN WASTE CONNECTIONS INC COM 0.1%
Value ($000) $296 Shares 2,347 Est. Cost $51.13 Unrealized +140.3%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $283 Shares 4,811 Est. Cost $51.54 Unrealized -6.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $282 Shares 9,265 Est. Cost $22.44 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $277 Shares 4,950 Est. Cost $45.18 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $275 Shares 378 Est. Cost $269.28 Unrealized +181.8%
WESTROCK CO COM 0.1%
Value ($000) $272 Shares 5,453 Est. Cost $50.77 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $265 Shares 3,233 Est. Cost $80.41 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $262 Shares 1,882 Est. Cost $33.66 Unrealized +35.1%
ADBE ADOBE INC COM 0.1%
Value ($000) $246 Shares 428 Est. Cost $274.36 Unrealized +129.4%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $236 Shares 3,363 Est. Cost $66.38 Unrealized -7.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $216 Shares 4,313 Est. Cost $43.29 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $212 Shares 732 Est. Cost $166.28 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $206 Shares 992 Est. Cost $17.17 Unrealized +20.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $205 Shares 2,400 Est. Cost $83.86 Unrealized
CME CME GROUP INC COM 0.1%
Value ($000) $197 Shares 1,017 Est. Cost $88.46 Unrealized +91.3%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $196 Shares 755 Est. Cost $110.29 Unrealized +156.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $196 Shares 2,249 Est. Cost $41.39 Unrealized +101.3%
INTC INTEL CORP COM 0.1%
Value ($000) $195 Shares 3,669 Est. Cost $40.31 Unrealized +23.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $195 Shares 342 Est. Cost $345.48 Unrealized +57.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $191 Shares 256 Est. Cost $125.76 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $187 Shares 2,403 Est. Cost $66.48 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $184 Shares 1,229 Est. Cost $86.66 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $183 Shares 2,243 Est. Cost $60.28 Unrealized +20.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $183 Shares 670 Est. Cost $175.94 Unrealized +59.6%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $172 Shares 720 Est. Cost $94.42 Unrealized +147.2%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $171 Shares 1,802 Est. Cost $72.58 Unrealized +11.7%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $170 Shares 2,002 Est. Cost $64.86 Unrealized +11.8%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $163 Shares 2,320 Est. Cost $70.25 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $161 Shares 208 Est. Cost $96.52 Unrealized +143.8%
HUM HUMANA INC COM 0.1%
Value ($000) $159 Shares 409 Est. Cost $187.79 Unrealized +116.6%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $159 Shares 2,506 Est. Cost $49.63 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $156 Shares 1,820 Est. Cost $60.96 Unrealized +27.0%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $153 Shares 5,762 Est. Cost $25.94 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $150 Shares 1,305 Est. Cost $50.90 Unrealized +120.1%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $142 Shares 2,100 Est. Cost $52.64 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $138 Shares 510 Est. Cost $152.30 Unrealized +64.7%
AON AON PLC SHS CL A 0.0%
Value ($000) $137 Shares 481 Est. Cost $102.73 Unrealized +153.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $136 Shares 810 Est. Cost $57.16 Unrealized +171.7%
TGT TARGET CORP COM 0.0%
Value ($000) $134 Shares 587 Est. Cost $114.45 Unrealized +92.1%
TILT FLEXSHARES US MARKET TILT ETF 0.0%
Value ($000) $130 Shares 771 Est. Cost $96.14 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $128 Shares 129 Est. Cost $186.40 Unrealized +80.1%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $124 Shares 357 Est. Cost $159.88 Unrealized +121.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $124 Shares 1,997 Est. Cost $42.44 Unrealized +28.9%
KKR KKR & CO INC COM 0.0%
Value ($000) $122 Shares 2,000 Est. Cost $60.50 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $120 Shares 3,301 Est. Cost $32.91 Unrealized +7.2%
NFLX NETFLIX INC COM 0.0%
Value ($000) $115 Shares 189 Est. Cost $12.99 Unrealized +323.7%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $115 Shares 576 Est. Cost $175.55 Unrealized +14.4%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $111 Shares 1,139 Est. Cost $36.54 Unrealized +134.6%
T AT&T INC COM 0.0%
Value ($000) $109 Shares 4,037 Est. Cost $16.14 Unrealized -0.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $108 Shares 2,327 Est. Cost $39.45 Unrealized +5.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $107 Shares 1,734 Est. Cost $54.19 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $107 Shares 1,014 Est. Cost $78.72 Unrealized +6.0%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $105 Shares 1,355 Est. Cost $37.17 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $105 Shares 356 Est. Cost $214.42 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $104 Shares 650 Est. Cost $124.35 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $104 Shares 1,099 Est. Cost $95.07 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $102 Shares 1,333 Est. Cost $43.13 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $102 Shares 480 Est. Cost $70.33 Unrealized +199.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $99 Shares 234 Est. Cost $111.31 Unrealized +275.3%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $99 Shares 374 Est. Cost $103.92 Unrealized +145.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $98 Shares 1,616 Est. Cost $52.15 Unrealized +3.3%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $98 Shares 4,535 Est. Cost $21.64 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $98 Shares 469 Est. Cost $168.44 Unrealized +23.8%
LIN LINDE PLC SHS 0.0%
Value ($000) $98 Shares 333 Est. Cost $143.15 Unrealized +99.9%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $96 Shares 585 Est. Cost $76.55 Unrealized +112.6%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $95 Shares 2,630 Est. Cost $34.48 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $94 Shares 911 Est. Cost $107.22 Unrealized -41.3%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $93 Shares 1,709 Est. Cost $54.71 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $90 Shares 1,334 Est. Cost $40.06 Unrealized +23.1%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $90 Shares 624 Est. Cost $125.39 Unrealized +7.1%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $89 Shares 1,464 Est. Cost $58.36 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $89 Shares 1,199 Est. Cost $63.14 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $88 Shares 2,203 Est. Cost $25.37 Unrealized +17.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $87 Shares 506 Est. Cost $135.85 Unrealized +33.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $87 Shares 431 Est. Cost $31.93 Unrealized +12.7%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $86 Shares 2,300 Est. Cost $20.82 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $85 Shares 526 Est. Cost $75.19 Unrealized +100.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $84 Shares 603 Est. Cost $108.73 Unrealized +3.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $83 Shares 260 Est. Cost $103.84 Unrealized +194.2%
ISLEWORTH HEALTHCARE ACQU CORP COM 0.0%
Value ($000) $81 Shares 8,196 Est. Cost $9.80 Unrealized
CERNER CORP COM 0.0%
Value ($000) $80 Shares 1,140 Est. Cost $47.37 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $80 Shares 395 Est. Cost $84.08 Unrealized +118.3%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $79 Shares 760 Est. Cost $103.97 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $79 Shares 527 Est. Cost $77.63 Unrealized +80.0%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $78 Shares 644 Est. Cost $49.58 Unrealized +140.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $78 Shares 460 Est. Cost $60.77 Unrealized +163.2%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $77 Shares 2,375 Est. Cost $32.00 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $76 Shares 1,081 Est. Cost $31.86 Unrealized +68.6%
XILINX INC COM 0.0%
Value ($000) $75 Shares 495 Est. Cost $63.07 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $74 Shares 1,060 Est. Cost $53.33 Unrealized +11.3%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $74 Shares 220 Est. Cost $153.41 Unrealized +107.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $73 Shares 437 Est. Cost $80.66 Unrealized +96.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $68 Shares 967 Est. Cost $47.49 Unrealized +25.7%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $68 Shares 531 Est. Cost $106.90 Unrealized +11.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $67 Shares 445 Est. Cost $141.66 Unrealized
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $66 Shares 455 Est. Cost $55.34 Unrealized +210.2%
IEX IDEX CORP COM 0.0%
Value ($000) $64 Shares 310 Est. Cost $80.87 Unrealized +159.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $62 Shares 1,025 Est. Cost $27.66 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $61 Shares 360 Est. Cost $58.84 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $61 Shares 1,093 Est. Cost $42.90 Unrealized +7.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $60 Shares 825 Est. Cost $26.24 Unrealized +12.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $59 Shares 1,002 Est. Cost $45.52 Unrealized +20.5%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $58 Shares 263 Est. Cost $218.67 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $54 Shares 143 Est. Cost $197.97 Unrealized +76.8%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $54 Shares 280 Est. Cost $103.94 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $54 Shares 100 Est. Cost $104.73 Unrealized +400.8%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $54 Shares 925 Est. Cost $26.68 Unrealized +130.4%
HPQ HP INC COM 0.0%
Value ($000) $53 Shares 1,943 Est. Cost $16.62 Unrealized +48.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $53 Shares 31 Est. Cost $769.59 Unrealized +108.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $29.06 Unrealized
NGVT INGEVITY CORP COM 0.0%
Value ($000) $52 Shares 722 Est. Cost $47.96 Unrealized +64.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $51 Shares 755 Est. Cost $31.94 Unrealized -11.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $50 Shares 685 Est. Cost $53.00 Unrealized +27.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $49 Shares 677 Est. Cost $54.51 Unrealized +14.5%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $49 Shares 184 Est. Cost $85.42 Unrealized +218.7%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $48 Shares 990 Est. Cost $41.04 Unrealized +7.1%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $48 Shares 1,859 Est. Cost $19.73 Unrealized +3.4%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $48 Shares 728 Est. Cost $41.58 Unrealized +57.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $47 Shares 1,036 Est. Cost $33.76 Unrealized +0.7%
RES RPC INC COM 0.0%
Value ($000) $46 Shares 9,500 Est. Cost $10.31 Unrealized -62.8%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $46 Shares 300 Est. Cost $84.21 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $45 Shares 122 Est. Cost $125.44 Unrealized +185.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $45 Shares 882 Est. Cost $42.57 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $44 Shares 230 Est. Cost $80.94 Unrealized +137.3%
CSX CSX CORP COM 0.0%
Value ($000) $44 Shares 1,479 Est. Cost $24.88 Unrealized +21.1%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $43.89 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $43 Shares 892 Est. Cost $28.05 Unrealized +4.4%
BA BOEING CO COM 0.0%
Value ($000) $43 Shares 195 Est. Cost $142.93 Unrealized +56.0%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $42 Shares 5,000 Est. Cost $9.82 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $41 Shares 513 Est. Cost $72.36 Unrealized -18.7%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $41 Shares 400 Est. Cost $61.00 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $40 Shares 206 Est. Cost $60.13 Unrealized +222.1%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $40 Shares 142 Est. Cost $258.26 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $40 Shares 151 Est. Cost $102.05 Unrealized +140.2%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $40 Shares 110 Est. Cost $207.83 Unrealized +61.9%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $39 Shares 184 Est. Cost $172.87 Unrealized +17.3%
DE DEERE & CO COM 0.0%
Value ($000) $38 Shares 113 Est. Cost $90.83 Unrealized +273.6%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $37 Shares 394 Est. Cost $76.05 Unrealized +19.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $37 Shares 242 Est. Cost $120.44 Unrealized +17.7%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $37 Shares 707 Est. Cost $38.03 Unrealized +20.6%
MMM 3M CO COM 0.0%
Value ($000) $35 Shares 200 Est. Cost $109.40 Unrealized +25.5%
AFL AFLAC INC COM 0.0%
Value ($000) $35 Shares 671 Est. Cost $46.03 Unrealized +7.4%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $35 Shares 579 Est. Cost $49.17 Unrealized +10.9%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $34 Shares 322 Est. Cost $151.85 Unrealized -24.6%
USD PROSHARES ULTRA SEMICONDUCTORS 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $34.21 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $33 Shares 473 Est. Cost $36.54 Unrealized +81.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 375 Est. Cost $80.96 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $32 Shares 1,331 Est. Cost $20.27 Unrealized +20.3%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $32 Shares 734 Est. Cost $22.13 Unrealized +70.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $32 Shares 114 Est. Cost $203.36 Unrealized +38.4%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $32 Shares 200 Est. Cost $192.87 Unrealized -13.6%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $31 Shares 13 Est. Cost $1638.40 Unrealized +34.7%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $30 Shares 100 Est. Cost $117.07 Unrealized +160.8%
ENZL ISHARES MSCI NEW ZEALAND ETF 0.0%
Value ($000) $30 Shares 480 Est. Cost $47.12 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $30 Shares 404 Est. Cost $23.15 Unrealized +52.2%
ADSK AUTODESK INC COM 0.0%
Value ($000) $29 Shares 101 Est. Cost $73.63 Unrealized +315.7%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $28 Shares 365 Est. Cost $83.94 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $28 Shares 115 Est. Cost $193.76 Unrealized +17.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $28 Shares 121 Est. Cost $85.28 Unrealized +158.1%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $28 Shares 343 Est. Cost $48.30 Unrealized +53.9%
DOW DOW INC COM 0.0%
Value ($000) $28 Shares 483 Est. Cost $40.10 Unrealized +19.2%
NUVEEN GEORGIA QLTY MUN INC FD COM 0.0%
Value ($000) $28 Shares 2,046 Est. Cost $13.01 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $27 Shares 134 Est. Cost $78.37 Unrealized +177.2%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $27 Shares 203 Est. Cost $85.46 Unrealized +35.2%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $27 Shares 176 Est. Cost $108.60 Unrealized +17.5%
MCO MOODYS CORP COM 0.0%
Value ($000) $27 Shares 75 Est. Cost $92.69 Unrealized +291.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $25 Shares 90 Est. Cost $286.57 Unrealized +14.4%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $25 Shares 122 Est. Cost $128.95 Unrealized +54.3%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $25 Shares 208 Est. Cost $46.18 Unrealized +144.7%
LAM RESEARCH CORP COM 0.0%
Value ($000) $24 Shares 43 Est. Cost $181.78 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $24 Shares 189 Est. Cost $31.65 Unrealized +312.6%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $24 Shares 560 Est. Cost $34.28 Unrealized +29.1%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $24 Shares 334 Est. Cost $18.33 Unrealized +299.8%
FDX FEDEX CORP COM 0.0%
Value ($000) $24 Shares 108 Est. Cost $161.51 Unrealized +53.5%
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $23 Shares 213 Est. Cost $93.64 Unrealized
NEENAH INC COM 0.0%
Value ($000) $23 Shares 500 Est. Cost $80.25 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $23 Shares 157 Est. Cost $90.29 Unrealized +49.1%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 52 Est. Cost $299.85 Unrealized +55.6%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $23 Shares 300 Est. Cost $54.26 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $22 Shares 182 Est. Cost $72.09 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $22 Shares 157 Est. Cost $88.68 Unrealized +54.5%
EFX EQUIFAX INC COM 0.0%
Value ($000) $22 Shares 86 Est. Cost $131.25 Unrealized +91.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $22 Shares 514 Est. Cost $31.17 Unrealized +32.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $22 Shares 96 Est. Cost $105.31 Unrealized +99.8%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $21 Shares 76 Est. Cost $115.62 Unrealized +142.6%
SMITH MICRO SOFTWARE INC COM NEW 0.0%
Value ($000) $21 Shares 4,385 Est. Cost $5.20 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $21 Shares 1,394 Est. Cost $15.70 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $20 Shares 535 Est. Cost $38.21 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $20 Shares 270 Est. Cost $55.45 Unrealized +29.3%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $20 Shares 247 Est. Cost $81.89 Unrealized -1.7%
VFC V F CORP COM 0.0%
Value ($000) $20 Shares 301 Est. Cost $64.43 Unrealized +19.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $20 Shares 325 Est. Cost $42.76 Unrealized +21.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $20 Shares 249 Est. Cost $50.44 Unrealized +41.9%
PPG PPG INDS INC COM 0.0%
Value ($000) $20 Shares 140 Est. Cost $80.65 Unrealized +81.9%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $20 Shares 68 Est. Cost $107.77 Unrealized +164.2%
MCK MCKESSON CORP COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $138.10 Unrealized +41.3%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $19 Shares 13 Est. Cost $1482.00 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $19 Shares 272 Est. Cost $45.05 Unrealized +34.2%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 120 Est. Cost $42.31 Unrealized +271.2%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $19 Shares 442 Est. Cost $42.43 Unrealized -6.4%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $19 Shares 106 Est. Cost $93.58 Unrealized +78.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $18 Shares 94 Est. Cost $134.10 Unrealized +33.2%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $18 Shares 30 Est. Cost $15.76 Unrealized +154.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $18 Shares 162 Est. Cost $65.83 Unrealized +53.9%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $18 Shares 847 Est. Cost $10.30 Unrealized +60.8%
MET METLIFE INC COM 0.0%
Value ($000) $18 Shares 290 Est. Cost $33.77 Unrealized +56.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $18 Shares 240 Est. Cost $50.94 Unrealized +35.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $18 Shares 37 Est. Cost $59.25 Unrealized +18.6%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $18 Shares 320 Est. Cost $27.17 Unrealized +88.6%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 170 Est. Cost $101.78 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $17 Shares 327 Est. Cost $41.09 Unrealized +14.4%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $16 Shares 227 Est. Cost $52.05 Unrealized +23.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $16 Shares 55 Est. Cost $253.80 Unrealized +19.6%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.69 Unrealized
AIZ ASSURANT INC COM 0.0%
Value ($000) $16 Shares 102 Est. Cost $129.83 Unrealized +15.3%
BALL BALL CORP COM 0.0%
Value ($000) $16 Shares 176 Est. Cost $52.01 Unrealized +60.9%
JOHN HANCOCK PREMIUM DIVIDEND FUND 0.0%
Value ($000) $16 Shares 950 Est. Cost $16.62 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $16 Shares 223 Est. Cost $47.13 Unrealized +22.1%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $16 Shares 121 Est. Cost $113.85 Unrealized -10.2%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $15 Shares 159 Est. Cost $28.95 Unrealized +221.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $15 Shares 360 Est. Cost $17.29 Unrealized +86.7%
KANSAS CITY SOUTHERN COM NEW 0.0%
Value ($000) $15 Shares 56 Est. Cost $283.38 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $15 Shares 1,065 Est. Cost $5.88 Unrealized +75.5%
ICLR ICON PLC SHS 0.0%
Value ($000) $15 Shares 57 Est. Cost $152.28 Unrealized +59.6%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $15 Shares 35 Est. Cost $326.67 Unrealized +27.6%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $14 Shares 279 Est. Cost $49.34 Unrealized +2.6%
WAT WATERS CORP COM 0.0%
Value ($000) $14 Shares 39 Est. Cost $142.72 Unrealized +174.5%
NOV NOV INC COM 0.0%
Value ($000) $14 Shares 1,058 Est. Cost $33.51 Unrealized -59.7%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $14 Shares 217 Est. Cost $63.81 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $14 Shares 244 Est. Cost $56.87 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $14 Shares 50 Est. Cost $275.92 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $14 Shares 292 Est. Cost $82.76 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $13 Shares 34 Est. Cost $195.99 Unrealized +111.6%
SYY SYSCO CORP COM 0.0%
Value ($000) $13 Shares 170 Est. Cost $60.86 Unrealized +11.4%
PCAR PACCAR INC COM 0.0%
Value ($000) $13 Shares 169 Est. Cost $34.74 Unrealized +33.8%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $13 Shares 44 Est. Cost $147.83 Unrealized +74.1%
APA APA CORPORATION COM 0.0%
Value ($000) $13 Shares 605 Est. Cost $43.26 Unrealized -61.1%
AEE AMEREN CORP COM 0.0%
Value ($000) $13 Shares 158 Est. Cost $38.04 Unrealized +96.7%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $13 Shares 187 Est. Cost $34.10 Unrealized +89.5%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $12 Shares 33 Est. Cost $397.29 Unrealized -4.9%
GREENSKY INC CL A 0.0%
Value ($000) $12 Shares 1,090 Est. Cost $8.12 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $12 Shares 165 Est. Cost $60.71 Unrealized +4.7%
COR CENCORA INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $60.30 Unrealized +86.4%
EAT BRINKER INTL INC COM 0.0%
Value ($000) $12 Shares 243 Est. Cost $66.84 Unrealized -18.6%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $12 Shares 239 Est. Cost $54.89 Unrealized -11.0%
CITRIX SYS INC COM 0.0%
Value ($000) $12 Shares 110 Est. Cost $89.31 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $12 Shares 210 Est. Cost $48.45 Unrealized -2.9%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $19.05 Unrealized +210.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $12 Shares 102 Est. Cost $59.58 Unrealized +91.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $11 Shares 126 Est. Cost $25.08 Unrealized +240.3%
TXT TEXTRON INC COM 0.0%
Value ($000) $11 Shares 163 Est. Cost $48.66 Unrealized +43.7%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $11 Shares 140 Est. Cost $44.04 Unrealized +57.7%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $11 Shares 238 Est. Cost $36.41 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $11 Shares 66 Est. Cost $111.71 Unrealized +54.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $11 Shares 183 Est. Cost $44.18 Unrealized +15.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $11 Shares 332 Est. Cost $24.75 Unrealized +33.7%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $11 Shares 170 Est. Cost $30.13 Unrealized +94.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $11 Shares 95 Est. Cost $118.28 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $10 Shares 202 Est. Cost $11.37 Unrealized +114.7%
IMMUNOPRECISE ANTIBODIES LTD COM NEW 0.0%
Value ($000) $10 Shares 1,665 Est. Cost $6.02 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $10 Shares 60 Est. Cost $85.85 Unrealized +85.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 68 Est. Cost $104.70 Unrealized +35.3%
DXCM DEXCOM INC COM 0.0%
Value ($000) $10 Shares 18 Est. Cost $84.05 Unrealized +50.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $10 Shares 66 Est. Cost $156.39 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $10 Shares 295 Est. Cost $26.93 Unrealized -2.4%
KMX CARMAX INC COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $56.11 Unrealized +137.2%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $73.30 Unrealized +70.3%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $9 Shares 60 Est. Cost $26.55 Unrealized +157.1%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $9 Shares 55 Est. Cost $116.78 Unrealized +31.3%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $9 Shares 114 Est. Cost $52.01 Unrealized +26.5%
KEY KEYCORP COM 0.0%
Value ($000) $9 Shares 410 Est. Cost $10.71 Unrealized +51.5%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $9 Shares 37 Est. Cost $99.91 Unrealized +152.6%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $9 Shares 71 Est. Cost $123.32 Unrealized -2.1%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $9 Shares 290 Est. Cost $28.42 Unrealized -8.5%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $112.12 Unrealized +19.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $158.57 Unrealized +31.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $180.07 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $47.28 Unrealized +62.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $8 Shares 13 Est. Cost $73.78 Unrealized +64.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $8 Shares 90 Est. Cost $27.65 Unrealized +70.9%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $8 Shares 12 Est. Cost $298.30 Unrealized +127.7%
SAP SAP SE SPON ADR 0.0%
Value ($000) $8 Shares 59 Est. Cost $140.46 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 Shares 145 Est. Cost $26.88 Unrealized +91.1%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $8 Shares 311 Est. Cost $37.03 Unrealized -37.2%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $8 Shares 120 Est. Cost $39.76 Unrealized +37.8%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $8 Shares 40 Est. Cost $170.00 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $8 Shares 125 Est. Cost $33.77 Unrealized +56.9%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $7 Shares 84 Est. Cost $63.64 Unrealized +41.7%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $90.84 Unrealized +64.4%
WESTERN ASSET MUN PARTNERS FD COM 0.0%
Value ($000) $7 Shares 448 Est. Cost $16.46 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $50.63 Unrealized +243.6%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $7 Shares 101 Est. Cost $46.86 Unrealized +41.3%
STT STATE STR CORP COM 0.0%
Value ($000) $7 Shares 80 Est. Cost $63.54 Unrealized +18.2%
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $7 Shares 513 Est. Cost $13.50 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $7 Shares 402 Est. Cost $11.11 Unrealized +19.4%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $7 Shares 160 Est. Cost $27.69 Unrealized +42.7%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $141.90 Unrealized +224.1%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $6 Shares 34 Est. Cost $172.59 Unrealized +5.7%
MAS MASCO CORP COM 0.0%
Value ($000) $6 Shares 115 Est. Cost $33.53 Unrealized +63.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $165.57 Unrealized +32.5%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $63.69 Unrealized +79.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $6 Shares 76 Est. Cost $47.48 Unrealized +73.1%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $179.93 Unrealized +33.5%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $6 Shares 166 Est. Cost $36.79 Unrealized -17.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $142.54 Unrealized +15.8%
KR KROGER CO COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $26.97 Unrealized +41.8%
FISV FISERV INC COM 0.0%
Value ($000) $6 Shares 54 Est. Cost $63.42 Unrealized +76.2%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $6 Shares 12 Est. Cost $340.03 Unrealized +29.4%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.19 Unrealized +5.6%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $6 Shares 22 Est. Cost $98.68 Unrealized +241.7%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.52 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $45.44 Unrealized +93.9%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $521.54 Unrealized +23.5%
TREX TREX CO INC COM 0.0%
Value ($000) $5 Shares 53 Est. Cost $100.96 Unrealized +3.6%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $5 Shares 45 Est. Cost $97.61 Unrealized +12.5%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $99.79 Unrealized +30.2%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $5 Shares 221 Est. Cost $23.85 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $398.28 Unrealized +12.8%
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $242.63 Unrealized +8.3%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 73 Est. Cost $58.83 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $166.71 Unrealized +19.9%
KAI KADANT INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $171.97 Unrealized +12.1%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $28.05 Unrealized -1.6%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $146.80 Unrealized -2.6%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $138.47 Unrealized +39.9%
ROST ROSS STORES INC COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $59.76 Unrealized +90.7%
VVV VALVOLINE INC COM 0.0%
Value ($000) $5 Shares 151 Est. Cost $31.09 Unrealized -0.2%
PERFICIENT INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $80.42 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $82.84 Unrealized -1.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 85 Est. Cost $60.01 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $468.62 Unrealized +25.6%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $85.51 Unrealized -4.3%
UGI UGI CORP NEW COM 0.0%
Value ($000) $4 Shares 105 Est. Cost $45.69 Unrealized 0.0%
FIVN FIVE9 INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $172.39 Unrealized +5.9%
ALTRA INDL MOTION CORP COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $65.03 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $83.69 Unrealized +4.9%
LEN LENNAR CORP CL A 0.0%
Value ($000) $4 Shares 47 Est. Cost $90.32 Unrealized +2.8%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $4 Shares 725 Est. Cost $8.98 Unrealized +25.4%
FN FABRINET SHS 0.0%
Value ($000) $4 Shares 42 Est. Cost $89.48 Unrealized +9.5%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $190.98 Unrealized +4.2%
MAT MATTEL INC COM 0.0%
Value ($000) $4 Shares 224 Est. Cost $20.73 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $102.72 Unrealized +3.4%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $4 Shares 105 Est. Cost $38.81 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $76.25 Unrealized +31.6%
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $4 Shares 47 Est. Cost $90.54 Unrealized -1.1%
EQIX EQUINIX INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $293.28 Unrealized +159.9%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $85.13 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $86.82 Unrealized +11.5%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $197.53 Unrealized +9.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $81.37 Unrealized +140.0%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $4 Shares 24 Est. Cost $130.25 Unrealized
SPIRIT AIRLS INC COM 0.0%
Value ($000) $4 Shares 145 Est. Cost $24.45 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $62.28 Unrealized +101.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $63.42 Unrealized +155.2%
HLIO HELIOS TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $73.18 Unrealized +11.5%
CRVL CORVEL CORP COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $39.48 Unrealized +32.0%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $3 Shares 15 Est. Cost $164.76 Unrealized +27.2%
EEFT EURONET WORLDWIDE INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $145.72 Unrealized -9.0%
NOVT NOVANTA INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $134.56 Unrealized +8.1%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $3 Shares 498 Est. Cost $6.21 Unrealized
NSP INSPERITY INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $77.71 Unrealized +15.6%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $3 Shares 28 Est. Cost $118.00 Unrealized +3.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 88 Est. Cost $39.31 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $123.37 Unrealized +56.3%
NV5 GLOBAL INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $94.52 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $3 Shares 67 Est. Cost $34.99 Unrealized +2.4%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $171.38 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 44 Est. Cost $83.89 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $68.51 Unrealized -2.5%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $195.76 Unrealized +20.2%
BRKR BRUKER CORP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $68.76 Unrealized +19.1%
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $3 Shares 153 Est. Cost $17.10 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $169.24 Unrealized
CNS COHEN & STEERS INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $61.74 Unrealized +18.1%
EYE NATIONAL VISION HLDGS INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $49.05 Unrealized +12.6%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.44 Unrealized -10.2%
DIOD DIODES INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $76.85 Unrealized +13.6%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $251.24 Unrealized +5.1%
CVLT COMMVAULT SYS INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $72.68 Unrealized +6.7%
CRNC CERENCE INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $98.41 Unrealized +10.9%
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $3 Shares 31 Est. Cost $84.52 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $3 Shares 58 Est. Cost $35.96 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $3 Shares 18 Est. Cost $79.92 Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $35.29 Unrealized +0.7%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $3 Shares 32 Est. Cost $63.06 Unrealized +23.7%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $3 Shares 32 Est. Cost $70.28 Unrealized +8.1%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $193.89 Unrealized +42.0%
AES AES CORP COM 0.0%
Value ($000) $3 Shares 112 Est. Cost $22.19 Unrealized -7.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $3 Shares 179 Est. Cost $10.23 Unrealized +23.9%
KELLANOVA COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.36 Unrealized 0.0%
SANDERSON FARMS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $188.00 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value ($000) $2 Shares 74 Est. Cost $33.67 Unrealized -11.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $24.61 Unrealized +139.3%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $2 Shares 63 Est. Cost $38.86 Unrealized
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $216.53 Unrealized -14.4%
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $2 Shares 153 Est. Cost $13.34 Unrealized +7.7%
FORWARD AIR CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $89.75 Unrealized
BCPC BALCHEM CORP COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.34 Unrealized +5.1%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $41.29 Unrealized +2.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $12.39 Unrealized -2.8%
MMI MARCUS & MILLICHAP INC COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $34.75 Unrealized +3.3%
IDT IDT CORP CL B NEW 0.0%
Value ($000) $2 Shares 55 Est. Cost $46.67 Unrealized 0.0%
SHELL PLC SPON ADR B 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.83 Unrealized
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $2 Shares 102 Est. Cost $20.13 Unrealized +17.0%
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $104.09 Unrealized -11.7%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $46.21 Unrealized -5.9%
MAN MANPOWERGROUP INC WIS COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $118.04 Unrealized -1.3%
CBT CABOT CORP COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $53.23 Unrealized -8.5%
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $41.27 Unrealized -4.0%
QTWO Q2 HLDGS INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $100.09 Unrealized -8.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $17.13 Unrealized +196.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $45.19 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $2 Shares 23 Est. Cost $91.87 Unrealized -1.6%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $103.95 Unrealized +11.1%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $125.25 Unrealized +8.4%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $61.81 Unrealized 0.0%
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $112.77 Unrealized -2.1%
HUBG HUB GROUP INC CL A 0.0%
Value ($000) $2 Shares 28 Est. Cost $34.05 Unrealized -1.3%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.25 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $123.07 Unrealized +60.3%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $2 Shares 17 Est. Cost $125.96 Unrealized -9.6%
WNS HLDGS LTD SPON ADR 0.0%
Value ($000) $2 Shares 23 Est. Cost $79.87 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $369.13 Unrealized +2.1%
NORDSTROM INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $47.39 Unrealized
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $2 Shares 23 Est. Cost $79.59 Unrealized -4.5%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $174.87 Unrealized +8.1%
ENS ENERSYS COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $89.30 Unrealized -4.8%
ATRC ATRICURE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $42.41 Unrealized +81.5%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $2 Shares 49 Est. Cost $43.45 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $2 Shares 608 Est. Cost $3.44 Unrealized
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $2 Shares 43 Est. Cost $32.55 Unrealized -4.1%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $2 Shares 23 Est. Cost $33.90 Unrealized +107.9%
PGT INNOVATIONS INC COM 0.0%
Value ($000) $2 Shares 86 Est. Cost $23.23 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $2 Shares 169 Est. Cost $10.63 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $100.93 Unrealized +0.6%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $56.00 Unrealized -1.9%
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $2 Shares 20 Est. Cost $70.75 Unrealized
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $142.54 Unrealized +7.7%
M D C HLDGS INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $50.59 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.66 Unrealized
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $195.29 Unrealized +16.9%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $1 Shares 55 Est. Cost $21.61 Unrealized +23.6%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $44.12 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.37 Unrealized +5.3%
SMARTSHEET INC COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.50 Unrealized
CLVT CLARIVATE PLC ORD SHS 0.0%
Value ($000) $1 Shares 61 Est. Cost $27.49 Unrealized -11.5%
PD PAGERDUTY INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.44 Unrealized +2.3%
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.43 Unrealized -9.6%
BOTTOMLINE TECH DEL INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $37.06 Unrealized
USPH U S PHYSICAL THERAPY COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $114.90 Unrealized -0.8%
CMPR CIMPRESS PLC SHS EURO 0.0%
Value ($000) $1 Shares 14 Est. Cost $101.06 Unrealized -3.0%
MKSI MKS INSTRS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $175.09 Unrealized -15.4%
PNTG PENNANT GROUP INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $38.90 Unrealized -16.0%
TRU TRANSUNION COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $101.80 Unrealized +12.8%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $15.67 Unrealized 0.0%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $60.95 Unrealized -3.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $32.63 Unrealized +52.5%
COUPA SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $219.20 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 87 Est. Cost $12.26 Unrealized -7.4%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $1 Shares 8 Est. Cost $127.97 Unrealized -2.3%
IRIX IRIDEX CORP COM 0.0%
Value ($000) $1 Shares 135 Est. Cost $7.60 Unrealized -7.6%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.89 Unrealized -0.4%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $115.58 Unrealized -2.6%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $25.18 Unrealized 0.0%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $1 Shares 12 Est. Cost $28.08 Unrealized
KOD KODIAK SCIENCES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $92.41 Unrealized 0.0%
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $12.38 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET & ECOMMERCE ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $63.60 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.80 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $130.04 Unrealized -15.0%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.23 Unrealized +170.9%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.00 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.38 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $10.70 Unrealized +25.3%