WEST PACES ADVISORS INC. Diversified Active

CIK: 0002004720 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Dec 22, 2023

Total Value ($000): $132,647 (100.0% shares, 0.0% debt)

Holdings (469)

TDTT FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF 11.3%
Value ($000) $15,036 Shares 612,211 Est. Cost $24.73 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 6.1%
Value ($000) $8,047 Shares 44,978 Est. Cost $171.61 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 6.0%
Value ($000) $7,948 Shares 99,576 Est. Cost $79.50 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 5.1%
Value ($000) $6,754 Shares 79,780 Est. Cost $83.36 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.7%
Value ($000) $6,264 Shares 97,616 Est. Cost $54.01 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.2%
Value ($000) $4,192 Shares 16,685 Est. Cost $223.78 Unrealized
ACWI ISHARES MSCI ACWI ETF 2.7%
Value ($000) $3,599 Shares 52,300 Est. Cost $68.82 Unrealized
HD HOME DEPOT INC COM 2.2%
Value ($000) $2,972 Shares 18,172 Est. Cost $103.40 Unrealized +21.0%
AAPL APPLE INC COM 2.1%
Value ($000) $2,847 Shares 18,472 Est. Cost $26.09 Unrealized +38.6%
JPM JPMORGAN CHASE & CO COM 1.8%
Value ($000) $2,357 Shares 24,680 Est. Cost $61.25 Unrealized +20.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.6%
Value ($000) $2,184 Shares 16,864 Est. Cost $117.31 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.5%
Value ($000) $2,055 Shares 6,297 Est. Cost $305.56 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $2,014 Shares 27,035 Est. Cost $54.36 Unrealized +22.7%
PEP PEPSICO INC COM 1.1%
Value ($000) $1,502 Shares 13,482 Est. Cost $80.14 Unrealized +11.6%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.1%
Value ($000) $1,423 Shares 13,358 Est. Cost $104.88 Unrealized
TXN TEXAS INSTRS INC COM 1.0%
Value ($000) $1,335 Shares 14,894 Est. Cost $57.01 Unrealized +14.4%
CSCO CISCO SYS INC COM 1.0%
Value ($000) $1,278 Shares 38,012 Est. Cost $23.39 Unrealized +5.6%
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $1,274 Shares 9,802 Est. Cost $90.06 Unrealized +16.6%
TFC TRUIST FINL CORP COM 0.9%
Value ($000) $1,248 Shares 26,582 Est. Cost $30.06 Unrealized +7.6%
NEE NEXTERA ENERGY INC COM 0.9%
Value ($000) $1,224 Shares 8,353 Est. Cost $24.02 Unrealized +23.7%
HON HONEYWELL INTL INC COM 0.9%
Value ($000) $1,195 Shares 8,430 Est. Cost $96.37 Unrealized +8.3%
PFE PFIZER INC COM 0.8%
Value ($000) $1,089 Shares 30,507 Est. Cost $20.56 Unrealized +8.2%
PM PHILIP MORRIS INTL INC COM 0.8%
Value ($000) $1,079 Shares 9,723 Est. Cost $58.86 Unrealized +27.8%
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $1,070 Shares 13,049 Est. Cost $56.99 Unrealized -4.6%
LMT LOCKHEED MARTIN CORP COM 0.8%
Value ($000) $1,031 Shares 3,324 Est. Cost $199.22 Unrealized +19.8%
ENB ENBRIDGE INC COM 0.7%
Value ($000) $989 Shares 23,626 Est. Cost $24.73 Unrealized -1.6%
AMGN AMGEN INC COM 0.7%
Value ($000) $980 Shares 5,256 Est. Cost $118.05 Unrealized +16.5%
KO COCA COLA CO COM 0.7%
Value ($000) $968 Shares 21,514 Est. Cost $31.28 Unrealized +11.7%
MRK MERCK & CO INC COM 0.7%
Value ($000) $952 Shares 14,869 Est. Cost $44.16 Unrealized +5.7%
MMM 3M CO COM 0.7%
Value ($000) $935 Shares 4,455 Est. Cost $107.19 Unrealized +21.2%
CCI CROWN CASTLE INTL CORP 0.7%
Value ($000) $915 Shares 9,154 Est. Cost $59.97 Unrealized +19.8%
ABBV ABBVIE INC COM 0.7%
Value ($000) $901 Shares 10,141 Est. Cost $43.32 Unrealized +23.9%
MO ALTRIA GROUP INC COM 0.7%
Value ($000) $892 Shares 14,064 Est. Cost $34.47 Unrealized +4.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $862 Shares 6,890 Est. Cost $104.90 Unrealized
APD AIR PRODS & CHEMS INC COM 0.6%
Value ($000) $860 Shares 5,686 Est. Cost $112.73 Unrealized +5.7%
WEC WEC ENERGY GROUP INC COM 0.6%
Value ($000) $859 Shares 13,681 Est. Cost $42.98 Unrealized +13.5%
ABT ABBOTT LABS COM 0.6%
Value ($000) $842 Shares 15,775 Est. Cost $34.31 Unrealized +26.4%
PAYX PAYCHEX INC COM 0.6%
Value ($000) $810 Shares 13,508 Est. Cost $44.28 Unrealized +0.7%
WFC WELLS FARGO CO NEW COM 0.6%
Value ($000) $789 Shares 14,299 Est. Cost $39.18 Unrealized +7.5%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $728 Shares 759 Est. Cost $38.66 Unrealized +19.6%
BLACKROCK INC COM 0.5%
Value ($000) $722 Shares 1,614 Est. Cost $380.98 Unrealized
VTR VENTAS INC COM 0.5%
Value ($000) $664 Shares 10,200 Est. Cost $42.62 Unrealized +10.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.5%
Value ($000) $661 Shares 8,900 Est. Cost $76.63 Unrealized
TDTF FLEXSHARES IBOXX 5 Yr DURATION TIPS ETF 0.5%
Value ($000) $655 Shares 26,205 Est. Cost $25.02 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.5%
Value ($000) $642 Shares 4,300 Est. Cost $132.98 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value ($000) $637 Shares 5,810 Est. Cost $109.12 Unrealized
WESTROCK CO COM 0.5%
Value ($000) $636 Shares 11,210 Est. Cost $50.77 Unrealized
SRE SEMPRA COM 0.5%
Value ($000) $636 Shares 5,570 Est. Cost $42.19 Unrealized +4.7%
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $635 Shares 25,052 Est. Cost $16.95 Unrealized +17.8%
MAXIM INTEGRATED PRODS INC COM 0.5%
Value ($000) $608 Shares 12,747 Est. Cost $40.06 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.4%
Value ($000) $597 Shares 8,857 Est. Cost $61.48 Unrealized
HAS HASBRO INC COM 0.4%
Value ($000) $592 Shares 6,058 Est. Cost $61.25 Unrealized +23.5%
DVY ISHARES SELECT DIVIDEND ETF 0.4%
Value ($000) $566 Shares 6,047 Est. Cost $88.57 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $555 Shares 5,860 Est. Cost $85.18 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.4%
Value ($000) $548 Shares 5,537 Est. Cost $50.06 Unrealized +8.9%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $531 Shares 6,828 Est. Cost $63.53 Unrealized +5.4%
SUNLINK HEALTH SYS INC COM 0.4%
Value ($000) $515 Shares 343,461 Est. Cost $1.22 Unrealized
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $511 Shares 5,960 Est. Cost $66.37 Unrealized +7.1%
DIS WALT DISNEY CO 0.4%
Value ($000) $511 Shares 5,180 Est. Cost $90.71 Unrealized +6.9%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $506 Shares 2,000 Est. Cost $224.99 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.4%
Value ($000) $503 Shares 15,025 Est. Cost $27.68 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $499 Shares 2,530 Est. Cost $178.86 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.4%
Value ($000) $498 Shares 5,940 Est. Cost $62.82 Unrealized +10.1%
NTRS NORTHERN TR CORP COM 0.4%
Value ($000) $497 Shares 5,401 Est. Cost $70.10 Unrealized +1.4%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $476 Shares 4,515 Est. Cost $105.00 Unrealized
WMB WILLIAMS COS INC COM 0.4%
Value ($000) $476 Shares 15,848 Est. Cost $18.66 Unrealized +3.2%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $472 Shares 8,782 Est. Cost $45.58 Unrealized +1.4%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.3%
Value ($000) $447 Shares 6,510 Est. Cost $49.71 Unrealized +19.0%
GE GENERAL ELECTRIC CO COM NEW 0.3%
Value ($000) $446 Shares 18,430 Est. Cost $131.48 Unrealized -14.7%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $441 Shares 453 Est. Cost $39.68 Unrealized +18.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $437 Shares 2,383 Est. Cost $162.36 Unrealized +8.8%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $418 Shares 10,858 Est. Cost $29.08 Unrealized +10.1%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $405 Shares 2,735 Est. Cost $98.40 Unrealized +17.9%
VTIP VANGUARD ST INFLATION PROTECTED ETF 0.3%
Value ($000) $403 Shares 8,140 Est. Cost $49.16 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $400 Shares 4,392 Est. Cost $67.45 Unrealized +8.3%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $387 Shares 2,469 Est. Cost $94.30 Unrealized +36.4%
VLO VALERO ENERGY CORP COM 0.3%
Value ($000) $385 Shares 5,008 Est. Cost $45.80 Unrealized +7.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $383 Shares 8,787 Est. Cost $36.13 Unrealized
ACTIVISION BLIZZARD INC COM 0.3%
Value ($000) $333 Shares 5,166 Est. Cost $36.11 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $325 Shares 6,270 Est. Cost $45.58 Unrealized +10.5%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $313 Shares 2,661 Est. Cost $85.46 Unrealized +6.5%
O REALTY INCOME CORP COM 0.2%
Value ($000) $310 Shares 5,425 Est. Cost $36.66 Unrealized +1.4%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $304 Shares 316 Est. Cost $39.18 Unrealized +25.4%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $303 Shares 2,579 Est. Cost $73.80 Unrealized +3.3%
RWR SPDR DOW JONES REIT ETF 0.2%
Value ($000) $302 Shares 3,261 Est. Cost $93.35 Unrealized
META FACEBOOK CL A 0.2%
Value ($000) $301 Shares 1,763 Est. Cost $121.96 Unrealized +35.9%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $273 Shares 4,480 Est. Cost $54.18 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $267 Shares 2,539 Est. Cost $75.44 Unrealized +26.9%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $265 Shares 3,454 Est. Cost $54.15 Unrealized +17.9%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $256 Shares 1,556 Est. Cost $129.79 Unrealized +8.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $249 Shares 2,279 Est. Cost $77.57 Unrealized +15.5%
GUNR FLEXSHARES NATURAL RESOURCES ETF 0.2%
Value ($000) $242 Shares 7,763 Est. Cost $28.69 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.2%
Value ($000) $240 Shares 6,705 Est. Cost $29.10 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $240 Shares 1,618 Est. Cost $135.37 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.2%
Value ($000) $235 Shares 5,544 Est. Cost $39.46 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $228 Shares 1,725 Est. Cost $83.99 Unrealized +22.3%
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $227 Shares 1,059 Est. Cost $147.83 Unrealized -0.8%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $223 Shares 1,141 Est. Cost $131.94 Unrealized +28.0%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $217 Shares 1,785 Est. Cost $109.61 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $214 Shares 2,411 Est. Cost $86.55 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.2%
Value ($000) $213 Shares 2,075 Est. Cost $41.06 Unrealized +0.1%
T AT&T INC COM 0.2%
Value ($000) $212 Shares 5,425 Est. Cost $15.46 Unrealized +1.0%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $210 Shares 3,036 Est. Cost $33.16 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $208 Shares 820 Est. Cost $135.00 Unrealized +63.3%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $207 Shares 16,845 Est. Cost $11.08 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $205 Shares 2,524 Est. Cost $61.05 Unrealized -0.4%
TILT FLEXSHARES US MARKET TILT ETF 0.1%
Value ($000) $190 Shares 1,800 Est. Cost $96.14 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $174 Shares 3,144 Est. Cost $22.90 Unrealized +17.8%
FTV FORTIVE CORP COM 0.1%
Value ($000) $171 Shares 2,409 Est. Cost $31.86 Unrealized +26.2%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $168 Shares 2,450 Est. Cost $57.73 Unrealized
WCN WASTE CONNECTIONS INC COM 0.1%
Value ($000) $164 Shares 2,347 Est. Cost $51.13 Unrealized +22.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $160 Shares 2,513 Est. Cost $39.78 Unrealized +8.4%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $160 Shares 790 Est. Cost $182.20 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $158 Shares 1,495 Est. Cost $97.19 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $154 Shares 1,081 Est. Cost $108.37 Unrealized +15.2%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $152 Shares 419 Est. Cost $269.28 Unrealized +38.2%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $149 Shares 1,314 Est. Cost $113.20 Unrealized
CME CME GROUP INC COM 0.1%
Value ($000) $146 Shares 1,073 Est. Cost $78.61 Unrealized +18.3%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $141 Shares 2,024 Est. Cost $62.07 Unrealized -16.4%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $138 Shares 478 Est. Cost $207.83 Unrealized +13.1%
NEENAH INC COM 0.1%
Value ($000) $129 Shares 1,512 Est. Cost $80.25 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value ($000) $128 Shares 1,250 Est. Cost $76.55 Unrealized +22.4%
AVGO BROADCOM INC COM 0.1%
Value ($000) $127 Shares 522 Est. Cost $13.38 Unrealized +44.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $125 Shares 2,588 Est. Cost $34.14 Unrealized +28.7%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $125 Shares 1,546 Est. Cost $60.77 Unrealized +13.6%
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $122 Shares 2,450 Est. Cost $44.15 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $121 Shares 2,778 Est. Cost $43.41 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $120 Shares 2,427 Est. Cost $30.99 Unrealized -2.5%
NGVT INGEVITY CORP COM 0.1%
Value ($000) $119 Shares 1,900 Est. Cost $47.96 Unrealized +23.5%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $113 Shares 855 Est. Cost $103.94 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $113 Shares 2,125 Est. Cost $37.94 Unrealized +10.3%
RES RPC INC COM 0.1%
Value ($000) $112 Shares 4,500 Est. Cost $16.27 Unrealized +11.3%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $111 Shares 1,520 Est. Cost $40.63 Unrealized +27.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $110 Shares 1,305 Est. Cost $52.67 Unrealized +15.5%
NWL NEWELL BRANDS INC COM 0.1%
Value ($000) $109 Shares 2,564 Est. Cost $32.71 Unrealized +2.3%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $109 Shares 1,348 Est. Cost $53.34 Unrealized +4.9%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $109 Shares 794 Est. Cost $86.33 Unrealized +30.1%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $103 Shares 1,324 Est. Cost $56.47 Unrealized -0.1%
HUM HUMANA INC COM 0.1%
Value ($000) $103 Shares 421 Est. Cost $187.79 Unrealized +21.6%
CERNER CORP COM 0.1%
Value ($000) $99 Shares 1,392 Est. Cost $47.37 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $96 Shares 1,114 Est. Cost $57.16 Unrealized +20.6%
INTC INTEL CORP COM 0.1%
Value ($000) $96 Shares 2,510 Est. Cost $29.15 Unrealized +1.5%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $93 Shares 1,789 Est. Cost $51.03 Unrealized -17.1%
RTX RTX CORPORATION COM 0.1%
Value ($000) $93 Shares 797 Est. Cost $53.52 Unrealized +13.6%
VFC V F CORP COM 0.1%
Value ($000) $86 Shares 1,346 Est. Cost $51.86 Unrealized +11.3%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $85 Shares 605 Est. Cost $98.27 Unrealized +28.6%
IEUS ISHARES MSCI EUROPE SMALL-CAP ETF 0.1%
Value ($000) $84 Shares 1,500 Est. Cost $48.33 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $78 Shares 672 Est. Cost $80.32 Unrealized +11.0%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $76 Shares 1,182 Est. Cost $55.00 Unrealized -11.2%
AON AON PLC SHS CL A 0.1%
Value ($000) $75 Shares 513 Est. Cost $102.73 Unrealized +26.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $73 Shares 1,462 Est. Cost $34.77 Unrealized -0.9%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.1%
Value ($000) $72 Shares 2,075 Est. Cost $31.45 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $71 Shares 39 Est. Cost $1469.14 Unrealized +27.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $71 Shares 1,000 Est. Cost $61.00 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $69 Shares 850 Est. Cost $64.89 Unrealized +3.7%
INCY INCYTE CORP COM 0.1%
Value ($000) $68 Shares 585 Est. Cost $110.18 Unrealized +14.8%
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $68 Shares 1,232 Est. Cost $54.85 Unrealized
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $67 Shares 1,175 Est. Cost $48.09 Unrealized +12.1%
EWUS ISHARES MSCI UNITED KINGDOM SMALL CAP ETF 0.1%
Value ($000) $67 Shares 1,600 Est. Cost $36.17 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $65 Shares 422 Est. Cost $136.84 Unrealized +6.7%
CSX CSX CORP COM 0.0%
Value ($000) $63 Shares 1,164 Est. Cost $11.80 Unrealized +29.8%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $63 Shares 444 Est. Cost $103.92 Unrealized +25.9%
APA APA CORPORATION COM 0.0%
Value ($000) $61 Shares 1,327 Est. Cost $50.15 Unrealized -29.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $60 Shares 434 Est. Cost $92.69 Unrealized +31.6%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $60 Shares 335 Est. Cost $2.06 Unrealized +99.6%
NOV NOV INC COM 0.0%
Value ($000) $59 Shares 1,650 Est. Cost $36.48 Unrealized -10.5%
EOG EOG RES INC COM 0.0%
Value ($000) $58 Shares 602 Est. Cost $72.36 Unrealized -6.8%
WMT WALMART INC COM 0.0%
Value ($000) $58 Shares 742 Est. Cost $19.91 Unrealized +15.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $58 Shares 429 Est. Cost $79.17 Unrealized +22.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $54 Shares 453 Est. Cost $80.28 Unrealized +3.2%
DE DEERE & CO COM 0.0%
Value ($000) $53 Shares 423 Est. Cost $90.83 Unrealized +19.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $53 Shares 3,790 Est. Cost $9.17 Unrealized -0.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $52 Shares 1,284 Est. Cost $34.73 Unrealized -0.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $52 Shares 386 Est. Cost $103.19 Unrealized +11.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $49 Shares 337 Est. Cost $103.05 Unrealized -6.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $49 Shares 756 Est. Cost $44.75 Unrealized +36.1%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $48 Shares 1,050 Est. Cost $41.70 Unrealized -15.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $47 Shares 251 Est. Cost $143.74 Unrealized +23.2%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $47 Shares 1,211 Est. Cost $19.85 Unrealized +17.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $47 Shares 731 Est. Cost $40.14 Unrealized +48.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $45 Shares 925 Est. Cost $33.55 Unrealized +2.2%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $45 Shares 528 Est. Cost $64.22 Unrealized +12.3%
IEX IDEX CORP COM 0.0%
Value ($000) $44 Shares 360 Est. Cost $80.87 Unrealized +30.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $43 Shares 250 Est. Cost $112.20 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $43 Shares 2,142 Est. Cost $11.22 Unrealized +28.7%
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 0.0%
Value ($000) $42 Shares 1,004 Est. Cost $38.78 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $41 Shares 500 Est. Cost $55.82 Unrealized +24.3%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $41 Shares 263 Est. Cost $109.91 Unrealized +28.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $41 Shares 765 Est. Cost $33.77 Unrealized +11.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $41 Shares 172 Est. Cost $167.76 Unrealized +12.1%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $40 Shares 215 Est. Cost $119.59 Unrealized +36.1%
BIIB BIOGEN INC COM 0.0%
Value ($000) $39 Shares 126 Est. Cost $296.43 Unrealized -0.1%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $39 Shares 322 Est. Cost $93.44 Unrealized +11.3%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $39 Shares 970 Est. Cost $26.68 Unrealized +39.7%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $39 Shares 802 Est. Cost $29.14 Unrealized +24.4%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $38 Shares 405 Est. Cost $82.26 Unrealized +9.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $38 Shares 212 Est. Cost $11.85 Unrealized +47.2%
ADBE ADOBE INC COM 0.0%
Value ($000) $37 Shares 251 Est. Cost $105.86 Unrealized +41.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $37 Shares 352 Est. Cost $62.61 Unrealized +15.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $37 Shares 103 Est. Cost $81.37 Unrealized +30.9%
XILINX INC COM 0.0%
Value ($000) $37 Shares 520 Est. Cost $60.37 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $36 Shares 1,195 Est. Cost $18.64 Unrealized +26.6%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $35 Shares 655 Est. Cost $40.03 Unrealized +39.8%
FDX FEDEX CORP COM 0.0%
Value ($000) $35 Shares 156 Est. Cost $158.34 Unrealized +16.8%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $35 Shares 788 Est. Cost $23.47 Unrealized +18.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $35 Shares 413 Est. Cost $68.75 Unrealized +3.8%
MET METLIFE INC COM 0.0%
Value ($000) $35 Shares 672 Est. Cost $33.72 Unrealized +8.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $35 Shares 1,025 Est. Cost $27.32 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $35 Shares 383 Est. Cost $60.98 Unrealized +25.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $35 Shares 433 Est. Cost $59.80 Unrealized +9.8%
SEAGEN INC COM 0.0%
Value ($000) $34 Shares 630 Est. Cost $58.84 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $34 Shares 435 Est. Cost $82.76 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $33 Shares 32 Est. Cost $73.52 Unrealized +48.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $32 Shares 158 Est. Cost $134.10 Unrealized +24.1%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $32 Shares 258 Est. Cost $73.74 Unrealized +30.2%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $32 Shares 292 Est. Cost $108.19 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $32 Shares 410 Est. Cost $56.80 Unrealized +15.5%
CRM SALESFORCE INC COM 0.0%
Value ($000) $32 Shares 341 Est. Cost $71.70 Unrealized +26.8%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $32 Shares 428 Est. Cost $33.23 Unrealized -4.6%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $31 Shares 513 Est. Cost $49.81 Unrealized +0.7%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $31 Shares 800 Est. Cost $38.97 Unrealized -4.8%
ALTABA INC COM 0.0%
Value ($000) $31 Shares 470 Est. Cost $38.67 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $31 Shares 425 Est. Cost $55.45 Unrealized +6.8%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $31 Shares 120 Est. Cost $176.01 Unrealized +7.9%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $30 Shares 396 Est. Cost $49.43 Unrealized +8.6%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $30 Shares 648 Est. Cost $41.70 Unrealized -7.9%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $30 Shares 159 Est. Cost $118.58 Unrealized +43.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $30 Shares 413 Est. Cost $47.45 Unrealized +31.7%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $30 Shares 469 Est. Cost $44.11 Unrealized +10.5%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $30 Shares 149 Est. Cost $138.20 Unrealized +25.6%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $29 Shares 180 Est. Cost $114.79 Unrealized -11.3%
SHELL PLC SPON ADR B 0.0%
Value ($000) $28 Shares 445 Est. Cost $57.97 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $28 Shares 400 Est. Cost $61.77 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $28 Shares 365 Est. Cost $58.26 Unrealized -2.3%
EBAY EBAY INC. COM 0.0%
Value ($000) $27 Shares 713 Est. Cost $26.28 Unrealized +23.1%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $27 Shares 390 Est. Cost $44.69 Unrealized +18.7%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $27 Shares 687 Est. Cost $18.33 Unrealized +68.3%
EFX EQUIFAX INC COM 0.0%
Value ($000) $26 Shares 248 Est. Cost $118.45 Unrealized +3.4%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $26 Shares 445 Est. Cost $40.70 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $25 Shares 269 Est. Cost $58.66 Unrealized +4.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $25 Shares 165 Est. Cost $88.02 Unrealized +34.8%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $24 Shares 431 Est. Cost $40.16 Unrealized +26.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $24 Shares 456 Est. Cost $27.48 Unrealized +49.8%
WELL WELLTOWER INC COM 0.0%
Value ($000) $23 Shares 334 Est. Cost $47.28 Unrealized +14.1%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $23 Shares 196 Est. Cost $78.20 Unrealized +44.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $23 Shares 282 Est. Cost $79.24 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $23 Shares 160 Est. Cost $104.73 Unrealized +24.3%
ENZL ISHARES MSCI NEW ZEALAND ETF 0.0%
Value ($000) $23 Shares 480 Est. Cost $47.12 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $289.84 Unrealized -17.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $22 Shares 228 Est. Cost $73.08 Unrealized -8.8%
F FORD MTR CO DEL COM 0.0%
Value ($000) $21 Shares 1,780 Est. Cost $7.47 Unrealized -2.9%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $21 Shares 225 Est. Cost $57.46 Unrealized +30.8%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $20 Shares 304 Est. Cost $55.30 Unrealized -0.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $20 Shares 184 Est. Cost $69.39 Unrealized +38.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $20 Shares 156 Est. Cost $105.98 Unrealized +13.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $20 Shares 93 Est. Cost $15.76 Unrealized -16.2%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $20 Shares 357 Est. Cost $34.23 Unrealized +20.7%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $20 Shares 247 Est. Cost $52.05 Unrealized +17.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $20 Shares 222 Est. Cost $48.44 Unrealized +24.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $20 Shares 316 Est. Cost $65.39 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $20 Shares 306 Est. Cost $72.09 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $20 Shares 33 Est. Cost $769.59 Unrealized -30.8%
CMI CUMMINS INC COM 0.0%
Value ($000) $19 Shares 116 Est. Cost $105.31 Unrealized +23.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $19 Shares 305 Est. Cost $39.74 Unrealized +34.7%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $19 Shares 329 Est. Cost $63.62 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $19 Shares 199 Est. Cost $57.54 Unrealized +25.4%
EIX EDISON INTL COM 0.0%
Value ($000) $19 Shares 242 Est. Cost $48.33 Unrealized +14.5%
PPG PPG INDS INC COM 0.0%
Value ($000) $18 Shares 170 Est. Cost $80.65 Unrealized +12.9%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $18 Shares 122 Est. Cost $93.58 Unrealized +22.3%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $18 Shares 415 Est. Cost $31.79 Unrealized +16.9%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $18 Shares 318 Est. Cost $31.25 Unrealized +16.8%
ADSK AUTODESK INC COM 0.0%
Value ($000) $18 Shares 160 Est. Cost $73.63 Unrealized +49.8%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $17 Shares 420 Est. Cost $27.17 Unrealized +22.8%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $17 Shares 315 Est. Cost $37.62 Unrealized +20.2%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $17 Shares 202 Est. Cost $15.27 Unrealized +18.7%
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $17 Shares 255 Est. Cost $47.94 Unrealized +25.3%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $17 Shares 229 Est. Cost $60.96 Unrealized -6.3%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $17 Shares 230 Est. Cost $53.30 Unrealized +21.5%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $17 Shares 300 Est. Cost $48.23 Unrealized +8.9%
FAST FASTENAL CO COM 0.0%
Value ($000) $16 Shares 361 Est. Cost $8.80 Unrealized -1.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $16 Shares 153 Est. Cost $59.27 Unrealized +18.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $16 Shares 93 Est. Cost $115.62 Unrealized +25.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $16 Shares 577 Est. Cost $17.29 Unrealized +12.4%
PIONEER NAT RES CO COM 0.0%
Value ($000) $16 Shares 109 Est. Cost $180.07 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $78.37 Unrealized +27.4%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $16 Shares 217 Est. Cost $40.64 Unrealized +22.9%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $16 Shares 239 Est. Cost $46.18 Unrealized +23.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $16 Shares 246 Est. Cost $47.37 Unrealized +24.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $15 Shares 370 Est. Cost $11.00 Unrealized +16.4%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $15 Shares 385 Est. Cost $28.65 Unrealized +32.8%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $15 Shares 104 Est. Cost $116.78 Unrealized +22.2%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $15 Shares 82 Est. Cost $107.77 Unrealized +32.2%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 227 Est. Cost $42.31 Unrealized +38.3%
TRAVEL PLUS LEISURE CO COM 0.0%
Value ($000) $15 Shares 138 Est. Cost $76.37 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $14 Shares 245 Est. Cost $55.35 Unrealized -20.3%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $14 Shares 218 Est. Cost $44.04 Unrealized +11.5%
AFL AFLAC INC COM 0.0%
Value ($000) $14 Shares 174 Est. Cost $28.46 Unrealized +16.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $14 Shares 201 Est. Cost $52.01 Unrealized -1.7%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $14 Shares 163 Est. Cost $40.87 Unrealized +46.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $14 Shares 271 Est. Cost $44.87 Unrealized -9.3%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $14 Shares 128 Est. Cost $72.37 Unrealized +27.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $14 Shares 324 Est. Cost $33.77 Unrealized -2.7%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $14 Shares 110 Est. Cost $119.13 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $14 Shares 255 Est. Cost $74.15 Unrealized -20.1%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $14 Shares 465 Est. Cost $21.82 Unrealized +26.6%
COR CENCORA INC COM 0.0%
Value ($000) $13 Shares 163 Est. Cost $58.75 Unrealized +10.1%
LAM RESEARCH CORP COM 0.0%
Value ($000) $13 Shares 72 Est. Cost $105.74 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $13 Shares 370 Est. Cost $20.18 Unrealized +14.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $13 Shares 201 Est. Cost $39.76 Unrealized +17.3%
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $13 Shares 269 Est. Cost $43.27 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $13 Shares 64 Est. Cost $144.69 Unrealized +18.2%
SYY SYSCO CORP COM 0.0%
Value ($000) $12 Shares 230 Est. Cost $40.96 Unrealized +2.1%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $12 Shares 817 Est. Cost $10.23 Unrealized +3.1%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $12 Shares 99 Est. Cost $111.71 Unrealized -0.2%
MTB M & T BK CORP COM 0.0%
Value ($000) $12 Shares 73 Est. Cost $104.02 Unrealized +17.7%
BBY BEST BUY INC COM 0.0%
Value ($000) $12 Shares 206 Est. Cost $30.77 Unrealized +37.4%
WAT WATERS CORP COM 0.0%
Value ($000) $12 Shares 65 Est. Cost $142.72 Unrealized +27.1%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $11 Shares 190 Est. Cost $38.94 Unrealized +18.2%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $11 Shares 108 Est. Cost $65.71 Unrealized +27.3%
KEY KEYCORP COM 0.0%
Value ($000) $11 Shares 600 Est. Cost $10.71 Unrealized +16.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $11 Shares 132 Est. Cost $68.36 Unrealized +13.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $11 Shares 100 Est. Cost $74.12 Unrealized +38.5%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $11 Shares 710 Est. Cost $8.84 Unrealized +18.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $11 Shares 315 Est. Cost $26.85 Unrealized -7.6%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $11 Shares 194 Est. Cost $30.95 Unrealized +12.3%
AEE AMEREN CORP COM 0.0%
Value ($000) $11 Shares 182 Est. Cost $38.04 Unrealized +19.4%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $10 Shares 563 Est. Cost $11.81 Unrealized +11.5%
CMA COMERICA INC COM 0.0%
Value ($000) $10 Shares 136 Est. Cost $40.37 Unrealized +23.5%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $10 Shares 216 Est. Cost $30.13 Unrealized +23.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $10 Shares 119 Est. Cost $62.87 Unrealized +7.2%
CITRIX SYS INC COM 0.0%
Value ($000) $10 Shares 132 Est. Cost $89.31 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $10 Shares 112 Est. Cost $26.55 Unrealized +35.3%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 85 Est. Cost $99.44 Unrealized +8.4%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $10 Shares 106 Est. Cost $64.97 Unrealized +20.4%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $10 Shares 516 Est. Cost $13.10 Unrealized -6.2%
BALL BALL CORP COM 0.0%
Value ($000) $10 Shares 236 Est. Cost $35.49 Unrealized +5.4%
TPR TAPESTRY INC COM 0.0%
Value ($000) $10 Shares 241 Est. Cost $28.22 Unrealized +23.8%
FISV FISERV INC COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $51.37 Unrealized +20.9%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $10 Shares 126 Est. Cost $58.17 Unrealized +4.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $10 Shares 238 Est. Cost $28.16 Unrealized +12.2%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $9 Shares 196 Est. Cost $25.08 Unrealized +44.1%
TXT TEXTRON INC COM 0.0%
Value ($000) $9 Shares 176 Est. Cost $43.05 Unrealized +14.1%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $9 Shares 66 Est. Cost $99.79 Unrealized +11.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $9 Shares 51 Est. Cost $123.37 Unrealized +13.7%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $9 Shares 49 Est. Cost $165.57 Unrealized +8.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $9 Shares 232 Est. Cost $28.95 Unrealized +27.1%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $9 Shares 109 Est. Cost $63.64 Unrealized +14.4%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $9 Shares 725 Est. Cost $8.98 Unrealized +65.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $9 Shares 177 Est. Cost $40.91 Unrealized +10.7%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $8 Shares 135 Est. Cost $48.09 Unrealized -4.4%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $8 Shares 68 Est. Cost $84.45 Unrealized -0.8%
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 Shares 221 Est. Cost $26.88 Unrealized +6.8%
PCAR PACCAR INC COM 0.0%
Value ($000) $8 Shares 114 Est. Cost $28.43 Unrealized +13.9%
HSY HERSHEY CO COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $79.47 Unrealized +9.8%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $8 Shares 303 Est. Cost $16.40 Unrealized +13.5%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $8 Shares 77 Est. Cost $97.61 Unrealized -10.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $8 Shares 59 Est. Cost $90.84 Unrealized +16.2%
KMX CARMAX INC COM 0.0%
Value ($000) $7 Shares 98 Est. Cost $56.11 Unrealized +18.8%
L BRANDS INC COM 0.0%
Value ($000) $7 Shares 176 Est. Cost $65.84 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $13.14 Unrealized +75.6%
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 180 Est. Cost $17.24 Unrealized +16.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $7 Shares 231 Est. Cost $17.54 Unrealized +27.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $7 Shares 107 Est. Cost $42.86 Unrealized +14.9%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $7 Shares 473 Est. Cost $11.60 Unrealized +9.8%
EQT EQT CORP COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $34.21 Unrealized -8.3%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $6 Shares 310 Est. Cost $16.23 Unrealized -3.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $169.81 Unrealized +31.7%
DVA DAVITA INC COM 0.0%
Value ($000) $6 Shares 105 Est. Cost $62.28 Unrealized -3.4%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $6 Shares 134 Est. Cost $31.22 Unrealized +18.1%
DHI D R HORTON INC COM 0.0%
Value ($000) $6 Shares 154 Est. Cost $25.80 Unrealized +28.9%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $6 Shares 45 Est. Cost $132.93 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $6 Shares 34 Est. Cost $194.21 Unrealized -23.0%
PCG PG&E CORP COM 0.0%
Value ($000) $6 Shares 87 Est. Cost $57.42 Unrealized +17.1%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $61.60 Unrealized +31.6%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $6 Shares 65 Est. Cost $53.34 Unrealized +20.2%
MAS MASCO CORP COM 0.0%
Value ($000) $6 Shares 149 Est. Cost $27.95 Unrealized +18.5%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $6 Shares 172 Est. Cost $30.93 Unrealized +5.1%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $32.40 Unrealized +17.7%
ROST ROSS STORES INC COM 0.0%
Value ($000) $6 Shares 88 Est. Cost $59.76 Unrealized -11.4%
UNM UNUM GROUP COM 0.0%
Value ($000) $6 Shares 109 Est. Cost $40.01 Unrealized +21.9%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $6 Shares 157 Est. Cost $21.09 Unrealized +18.2%
EQIX EQUINIX INC COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $293.28 Unrealized +30.1%
KR KROGER CO COM 0.0%
Value ($000) $5 Shares 260 Est. Cost $26.97 Unrealized -30.1%
PPL PPL CORP COM 0.0%
Value ($000) $5 Shares 136 Est. Cost $22.28 Unrealized +19.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $5 Shares 160 Est. Cost $28.71 Unrealized -8.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $25.60 Unrealized +19.1%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $63.72 Unrealized +4.5%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $5 Shares 75 Est. Cost $57.40 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $5 Shares 102 Est. Cost $30.45 Unrealized +11.8%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $80.47 Unrealized -5.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $63.42 Unrealized +36.1%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $19.05 Unrealized +14.3%
M MACYS INC COM 0.0%
Value ($000) $4 Shares 185 Est. Cost $38.89 Unrealized -43.5%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $4 Shares 123 Est. Cost $11.98 Unrealized +25.1%
APTIV PLC SHS 0.0%
Value ($000) $4 Shares 41 Est. Cost $67.34 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $4 Shares 72 Est. Cost $30.05 Unrealized +6.7%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $4 Shares 26 Est. Cost $128.38 Unrealized
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 122 Est. Cost $31.90 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 79 Est. Cost $63.69 Unrealized -24.9%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $4 Shares 50 Est. Cost $104.37 Unrealized
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $38.45 Unrealized -8.1%
AIZ ASSURANT INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $73.13 Unrealized +16.2%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $83.26 Unrealized +22.9%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $59.41 Unrealized +0.1%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $53.91 Unrealized +23.9%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $4 Shares 87 Est. Cost $34.30 Unrealized -2.7%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $3 Shares 42 Est. Cost $69.28 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $3 Shares 68 Est. Cost $28.02 Unrealized +27.9%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $84.03 Unrealized +47.8%
NUE NUCOR CORP COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $45.63 Unrealized +3.0%
NORDSTROM INC COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $47.93 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $81.37 Unrealized +85.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $141.90 Unrealized +31.2%
KELLANOVA COM 0.0%
Value ($000) $3 Shares 51 Est. Cost $50.04 Unrealized -7.1%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $3 Shares 35 Est. Cost $50.63 Unrealized +19.4%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $3 Shares 111 Est. Cost $18.95 Unrealized +2.4%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $48.90 Unrealized -26.1%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $57.04 Unrealized -14.7%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $3 Shares 37 Est. Cost $80.88 Unrealized -12.7%
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.83 Unrealized +7.9%
MARATHON OIL CORP COM 0.0%
Value ($000) $3 Shares 222 Est. Cost $17.31 Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $39.16 Unrealized -2.6%
SNA SNAP ON INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $129.99 Unrealized -6.5%
NI NISOURCE INC COM 0.0%
Value ($000) $3 Shares 111 Est. Cost $16.59 Unrealized +20.9%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $3 Shares 73 Est. Cost $21.33 Unrealized +16.9%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $71.30 Unrealized +50.8%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $3 Shares 225 Est. Cost $7.43 Unrealized +26.6%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $29.50 Unrealized +45.9%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $29.75 Unrealized +33.2%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $2 Shares 15 Est. Cost $109.67 Unrealized +21.1%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $2 Shares 67 Est. Cost $21.68 Unrealized +9.1%
DOV DOVER CORP COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $49.76 Unrealized +22.3%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.99 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $36.84 Unrealized +20.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $191.92 Unrealized +3.4%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $2 Shares 105 Est. Cost $16.64 Unrealized -22.7%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $159.26 Unrealized +23.4%
FMC FMC CORP COM NEW 0.0%
Value ($000) $2 Shares 21 Est. Cost $36.75 Unrealized +58.5%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $64.29 Unrealized +6.1%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $31.13 Unrealized -26.3%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $196.35 Unrealized +26.8%
MAT MATTEL INC COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $30.41 Unrealized -41.2%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $52.24 Unrealized +19.7%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $25.25 Unrealized +11.9%
L LOEWS CORP COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $42.10 Unrealized +8.9%
RVTY REVVITY INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $50.94 Unrealized +28.8%
PVH PVH CORPORATION COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $103.84 Unrealized +15.9%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $2 Shares 44 Est. Cost $32.46 Unrealized -13.2%
TPH TRI POINTE HOMES INC COM 0.0%
Value ($000) $2 Shares 114 Est. Cost $11.95 Unrealized +11.2%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $2 Shares 23 Est. Cost $33.79 Unrealized +12.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $2 Shares 47 Est. Cost $25.18 Unrealized -4.8%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $14.43 Unrealized +28.2%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $140.58 Unrealized +22.9%
CIMAREX ENERGY CO COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $130.88 Unrealized
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $28.26 Unrealized
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.80 Unrealized +31.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $7.89 Unrealized -14.6%
CNX CNX RES CORP COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $15.79 Unrealized -18.7%
WU WESTERN UN CO COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $21.72 Unrealized
AES AES CORP COM 0.0%
Value ($000) $1 Shares 99 Est. Cost $8.38 Unrealized -1.9%
CDK GLOBAL INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.70 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $135.48 Unrealized -10.9%
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $70.90 Unrealized
CEL-SCI CORP COM PAR NEW 0.0%
Value ($000) $1 Shares 388 Est. Cost $0.07 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $14.57 Unrealized -11.5%
JBGS JBG SMITH PPTYS COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.22 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.00 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.23 Unrealized +17.1%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $16.41 Unrealized +88.9%