WEST PACES ADVISORS INC. Diversified Active

CIK: 0002004720 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Dec 22, 2023

Total Value ($000): $133,747 (100.0% shares, 0.0% debt)

Holdings (484)

TDTT FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF 12.7%
Value ($000) $16,920 Shares 696,310 Est. Cost $24.60 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 7.1%
Value ($000) $9,477 Shares 48,653 Est. Cost $173.21 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 5.8%
Value ($000) $7,735 Shares 75,459 Est. Cost $102.97 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.0%
Value ($000) $6,638 Shares 104,755 Est. Cost $54.66 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.4%
Value ($000) $4,543 Shares 16,747 Est. Cost $230.49 Unrealized
ACWI ISHARES MSCI ACWI ETF 3.1%
Value ($000) $4,104 Shares 57,700 Est. Cost $69.10 Unrealized
HD HOME DEPOT INC COM 2.7%
Value ($000) $3,559 Shares 18,241 Est. Cost $105.65 Unrealized +46.7%
AAPL APPLE INC COM 2.2%
Value ($000) $3,006 Shares 16,238 Est. Cost $26.09 Unrealized +63.9%
JPM JPMORGAN CHASE & CO COM 1.8%
Value ($000) $2,464 Shares 23,642 Est. Cost $61.25 Unrealized +45.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.8%
Value ($000) $2,374 Shares 16,908 Est. Cost $117.31 Unrealized
MSFT MICROSOFT CORP COM 1.7%
Value ($000) $2,257 Shares 22,891 Est. Cost $54.36 Unrealized +65.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.7%
Value ($000) $2,236 Shares 6,297 Est. Cost $305.56 Unrealized
TXN TEXAS INSTRS INC COM 1.2%
Value ($000) $1,671 Shares 15,153 Est. Cost $58.66 Unrealized +48.8%
BSV VANGUARD SHORT-TERM BOND ETF 1.2%
Value ($000) $1,662 Shares 21,251 Est. Cost $79.48 Unrealized
CSCO CISCO SYS INC COM 1.2%
Value ($000) $1,630 Shares 37,892 Est. Cost $23.67 Unrealized +46.8%
NEE NEXTERA ENERGY INC COM 1.0%
Value ($000) $1,384 Shares 8,285 Est. Cost $24.24 Unrealized +37.8%
VTIP VANGUARD ST INFLATION PROTECTED ETF 1.0%
Value ($000) $1,358 Shares 27,790 Est. Cost $48.98 Unrealized
AMGN AMGEN INC COM 1.0%
Value ($000) $1,312 Shares 7,110 Est. Cost $125.07 Unrealized +12.1%
TFC TRUIST FINL CORP COM 1.0%
Value ($000) $1,299 Shares 25,762 Est. Cost $30.19 Unrealized +26.4%
HON HONEYWELL INTL INC COM 0.9%
Value ($000) $1,236 Shares 8,577 Est. Cost $96.65 Unrealized +17.5%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $1,189 Shares 9,795 Est. Cost $90.06 Unrealized +11.8%
ABBV ABBVIE INC COM 0.8%
Value ($000) $1,107 Shares 11,952 Est. Cost $47.43 Unrealized +48.7%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,087 Shares 6,937 Est. Cost $121.13 Unrealized +11.9%
PEP PEPSICO INC COM 0.8%
Value ($000) $1,059 Shares 9,729 Est. Cost $80.14 Unrealized +2.0%
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $978 Shares 3,312 Est. Cost $200.00 Unrealized +31.3%
PFE PFIZER INC COM 0.7%
Value ($000) $968 Shares 26,676 Est. Cost $20.60 Unrealized +18.0%
CCI CROWN CASTLE INTL CORP 0.7%
Value ($000) $967 Shares 8,966 Est. Cost $60.23 Unrealized +24.7%
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $966 Shares 3,537 Est. Cost $245.22 Unrealized
PAYX PAYCHEX INC COM 0.7%
Value ($000) $928 Shares 13,576 Est. Cost $44.51 Unrealized +15.8%
WEC WEC ENERGY GROUP INC COM 0.7%
Value ($000) $888 Shares 13,742 Est. Cost $43.15 Unrealized +13.0%
APD AIR PRODS & CHEMS INC COM 0.7%
Value ($000) $885 Shares 5,684 Est. Cost $113.05 Unrealized +19.9%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $861 Shares 772 Est. Cost $38.98 Unrealized +37.6%
MMM 3M CO COM 0.6%
Value ($000) $853 Shares 4,338 Est. Cost $107.59 Unrealized +21.0%
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $840 Shares 6,647 Est. Cost $82.36 Unrealized +8.2%
ABT ABBOTT LABS COM 0.6%
Value ($000) $810 Shares 13,275 Est. Cost $34.89 Unrealized +52.3%
KO COCA COLA CO COM 0.6%
Value ($000) $797 Shares 18,182 Est. Cost $31.28 Unrealized +8.7%
BLACKROCK INC COM 0.6%
Value ($000) $791 Shares 1,585 Est. Cost $385.97 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $788 Shares 5,481 Est. Cost $104.90 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.6%
Value ($000) $784 Shares 23,725 Est. Cost $30.02 Unrealized
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $770 Shares 13,566 Est. Cost $34.43 Unrealized -6.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.6%
Value ($000) $754 Shares 9,028 Est. Cost $76.63 Unrealized
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $748 Shares 9,042 Est. Cost $56.91 Unrealized -1.4%
SRE SEMPRA COM 0.5%
Value ($000) $728 Shares 6,267 Est. Cost $42.29 Unrealized +1.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.5%
Value ($000) $726 Shares 13,670 Est. Cost $53.12 Unrealized
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $712 Shares 25,246 Est. Cost $16.95 Unrealized +46.6%
WFC WELLS FARGO CO NEW COM 0.5%
Value ($000) $704 Shares 12,692 Est. Cost $39.18 Unrealized +10.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value ($000) $699 Shares 6,570 Est. Cost $109.02 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.5%
Value ($000) $698 Shares 4,300 Est. Cost $132.98 Unrealized
DIS WALT DISNEY CO 0.5%
Value ($000) $694 Shares 6,619 Est. Cost $92.20 Unrealized +5.4%
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $676 Shares 8,370 Est. Cost $58.86 Unrealized -3.9%
MDT MEDTRONIC PLC SHS 0.5%
Value ($000) $670 Shares 7,831 Est. Cost $64.05 Unrealized +7.0%
MRSH MARSH & MCLENNAN COS INC COM 0.5%
Value ($000) $636 Shares 7,760 Est. Cost $65.16 Unrealized +10.8%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.5%
Value ($000) $632 Shares 8,590 Est. Cost $61.78 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.5%
Value ($000) $630 Shares 7,781 Est. Cost $83.32 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.5%
Value ($000) $604 Shares 5,496 Est. Cost $50.67 Unrealized +34.9%
WESTROCK CO COM 0.5%
Value ($000) $602 Shares 10,565 Est. Cost $50.77 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $575 Shares 509 Est. Cost $41.26 Unrealized +30.8%
VLO VALERO ENERGY CORP COM 0.4%
Value ($000) $550 Shares 4,964 Est. Cost $47.13 Unrealized +75.2%
NTRS NORTHERN TR CORP COM 0.4%
Value ($000) $545 Shares 5,298 Est. Cost $70.10 Unrealized +20.3%
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $544 Shares 5,517 Est. Cost $66.37 Unrealized +29.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $537 Shares 2,530 Est. Cost $178.86 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $532 Shares 313 Est. Cost $39.18 Unrealized +102.6%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $511 Shares 3,688 Est. Cost $106.65 Unrealized +15.0%
NKE NIKE INC CL B 0.4%
Value ($000) $478 Shares 5,999 Est. Cost $45.58 Unrealized +40.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.3%
Value ($000) $466 Shares 6,330 Est. Cost $49.71 Unrealized +32.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $455 Shares 2,436 Est. Cost $162.96 Unrealized +19.6%
VTR VENTAS INC COM 0.3%
Value ($000) $453 Shares 7,957 Est. Cost $42.62 Unrealized -11.0%
SUNLINK HEALTH SYS INC COM 0.3%
Value ($000) $443 Shares 343,461 Est. Cost $1.22 Unrealized
HAS HASBRO INC COM 0.3%
Value ($000) $431 Shares 4,665 Est. Cost $61.25 Unrealized +9.0%
WMB WILLIAMS COS INC COM 0.3%
Value ($000) $418 Shares 15,426 Est. Cost $18.71 Unrealized -7.8%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $406 Shares 3,612 Est. Cost $75.01 Unrealized +10.8%
ACTIVISION BLIZZARD INC COM 0.3%
Value ($000) $395 Shares 5,176 Est. Cost $36.11 Unrealized
META FACEBOOK CL A 0.3%
Value ($000) $393 Shares 2,021 Est. Cost $129.09 Unrealized +39.0%
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $392 Shares 4,009 Est. Cost $90.86 Unrealized
MAXIM INTEGRATED PRODS INC COM 0.3%
Value ($000) $375 Shares 6,401 Est. Cost $40.06 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $360 Shares 10,958 Est. Cost $29.12 Unrealized -7.8%
HPQ HP INC COM 0.3%
Value ($000) $348 Shares 15,325 Est. Cost $16.45 Unrealized +4.8%
AVGO BROADCOM INC COM 0.3%
Value ($000) $340 Shares 1,400 Est. Cost $18.17 Unrealized +8.6%
SPG SIMON PPTY GROUP INC NEW COM 0.2%
Value ($000) $331 Shares 1,942 Est. Cost $105.34 Unrealized -0.1%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $330 Shares 6,757 Est. Cost $46.19 Unrealized +4.1%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $318 Shares 1,939 Est. Cost $140.07 Unrealized
RIVERNORTH CAP AND INCM FD INC COM 0.2%
Value ($000) $309 Shares 13,268 Est. Cost $23.95 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $300 Shares 2,233 Est. Cost $78.34 Unrealized +37.6%
O REALTY INCOME CORP COM 0.2%
Value ($000) $296 Shares 5,507 Est. Cost $36.11 Unrealized -2.7%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $293 Shares 1,404 Est. Cost $129.79 Unrealized +37.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $280 Shares 4,237 Est. Cost $54.18 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $274 Shares 3,507 Est. Cost $67.45 Unrealized -8.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $269 Shares 6,368 Est. Cost $36.13 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.2%
Value ($000) $264 Shares 2,277 Est. Cost $41.32 Unrealized +9.9%
GUNR FLEXSHARES NATURAL RESOURCES ETF 0.2%
Value ($000) $260 Shares 7,663 Est. Cost $28.69 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $257 Shares 1,046 Est. Cost $134.24 Unrealized +58.0%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $238 Shares 2,010 Est. Cost $111.42 Unrealized
T AT&T INC COM 0.2%
Value ($000) $235 Shares 7,307 Est. Cost $15.46 Unrealized -6.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $232 Shares 3,469 Est. Cost $60.44 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $226 Shares 1,495 Est. Cost $83.99 Unrealized +49.2%
BA BOEING CO COM 0.2%
Value ($000) $220 Shares 656 Est. Cost $135.00 Unrealized +144.7%
MRK MERCK & CO INC COM 0.2%
Value ($000) $217 Shares 3,581 Est. Cost $44.17 Unrealized +0.8%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $217 Shares 18,070 Est. Cost $11.23 Unrealized
TILT FLEXSHARES US MARKET TILT ETF 0.2%
Value ($000) $205 Shares 1,800 Est. Cost $96.14 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.2%
Value ($000) $203 Shares 5,625 Est. Cost $29.10 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $200 Shares 14,723 Est. Cost $110.23 Unrealized -42.4%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $200 Shares 3,036 Est. Cost $33.16 Unrealized +1.8%
V VISA INC COM CL A 0.1%
Value ($000) $196 Shares 1,478 Est. Cost $76.58 Unrealized +59.4%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $194 Shares 3,875 Est. Cost $36.57 Unrealized +1.9%
TDTF FLEXSHARES IBOXX 5 Yr DURATION TIPS ETF 0.1%
Value ($000) $185 Shares 7,500 Est. Cost $25.00 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $183 Shares 3,189 Est. Cost $22.95 Unrealized +17.6%
FTV FORTIVE CORP COM 0.1%
Value ($000) $180 Shares 2,331 Est. Cost $31.86 Unrealized +45.3%
WCN WASTE CONNECTIONS INC COM 0.1%
Value ($000) $177 Shares 2,347 Est. Cost $51.13 Unrealized +38.8%
CME CME GROUP INC COM 0.1%
Value ($000) $168 Shares 1,023 Est. Cost $78.61 Unrealized +58.7%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $167 Shares 6,462 Est. Cost $25.89 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $163 Shares 6,130 Est. Cost $26.62 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value ($000) $163 Shares 1,250 Est. Cost $76.55 Unrealized +48.1%
INTC INTEL CORP COM 0.1%
Value ($000) $163 Shares 3,275 Est. Cost $31.57 Unrealized +42.7%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $160 Shares 674 Est. Cost $3.82 Unrealized +57.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $156 Shares 1,540 Est. Cost $85.18 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $149 Shares 3,125 Est. Cost $45.45 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $139 Shares 1,759 Est. Cost $53.91 Unrealized +4.7%
CB CHUBB LIMITED COM 0.1%
Value ($000) $138 Shares 1,088 Est. Cost $108.37 Unrealized +7.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $131 Shares 2,975 Est. Cost $36.44 Unrealized +13.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $130 Shares 578 Est. Cost $182.20 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $125 Shares 421 Est. Cost $187.79 Unrealized +46.1%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $122 Shares 1,084 Est. Cost $113.18 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $120 Shares 1,089 Est. Cost $97.19 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $118 Shares 404 Est. Cost $269.28 Unrealized +6.7%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $117 Shares 1,367 Est. Cost $60.77 Unrealized +17.8%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $114 Shares 794 Est. Cost $86.33 Unrealized +31.9%
IEUS ISHARES MSCI EUROPE SMALL-CAP ETF 0.1%
Value ($000) $107 Shares 1,900 Est. Cost $50.33 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $104 Shares 1,493 Est. Cost $35.12 Unrealized +47.5%
VFC V F CORP COM 0.1%
Value ($000) $103 Shares 1,269 Est. Cost $51.86 Unrealized +45.3%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $102 Shares 1,520 Est. Cost $40.63 Unrealized +30.5%
RTX RTX CORPORATION COM 0.1%
Value ($000) $101 Shares 809 Est. Cost $54.21 Unrealized +20.8%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $99 Shares 1,974 Est. Cost $30.99 Unrealized +3.9%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $99 Shares 505 Est. Cost $98.27 Unrealized +83.5%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $98 Shares 318 Est. Cost $207.83 Unrealized +40.3%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $94 Shares 650 Est. Cost $103.94 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $87 Shares 1,223 Est. Cost $53.33 Unrealized -1.1%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $85 Shares 42 Est. Cost $1512.21 Unrealized +37.0%
NEENAH INC COM 0.1%
Value ($000) $85 Shares 1,000 Est. Cost $80.25 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.1%
Value ($000) $83 Shares 2,375 Est. Cost $32.00 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $82 Shares 210 Est. Cost $11.85 Unrealized +187.6%
EWUS ISHARES MSCI UNITED KINGDOM SMALL CAP ETF 0.1%
Value ($000) $81 Shares 1,900 Est. Cost $37.35 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $81 Shares 844 Est. Cost $57.16 Unrealized +43.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $81 Shares 569 Est. Cost $81.44 Unrealized +44.6%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $77 Shares 1,369 Est. Cost $51.03 Unrealized -10.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $75 Shares 537 Est. Cost $101.89 Unrealized -1.9%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $75 Shares 444 Est. Cost $103.92 Unrealized +49.0%
EOG EOG RES INC COM 0.1%
Value ($000) $75 Shares 602 Est. Cost $72.36 Unrealized +20.5%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $73 Shares 1,000 Est. Cost $61.00 Unrealized
NOV NOV INC COM 0.1%
Value ($000) $72 Shares 1,650 Est. Cost $36.48 Unrealized +11.0%
CERNER CORP COM 0.1%
Value ($000) $71 Shares 1,182 Est. Cost $47.37 Unrealized
AON AON PLC SHS CL A 0.1%
Value ($000) $70 Shares 513 Est. Cost $102.73 Unrealized +28.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $70 Shares 733 Est. Cost $64.48 Unrealized +22.0%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $69 Shares 700 Est. Cost $64.89 Unrealized +34.3%
MCO MOODYS CORP COM 0.1%
Value ($000) $69 Shares 404 Est. Cost $92.69 Unrealized +70.8%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $67 Shares 1,240 Est. Cost $37.94 Unrealized +17.5%
WMT WALMART INC COM 0.0%
Value ($000) $67 Shares 777 Est. Cost $20.15 Unrealized +25.3%
RES RPC INC COM 0.0%
Value ($000) $66 Shares 4,500 Est. Cost $16.27 Unrealized -7.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $64 Shares 768 Est. Cost $42.04 Unrealized +89.1%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $62 Shares 940 Est. Cost $48.09 Unrealized +41.9%
DE DEERE & CO COM 0.0%
Value ($000) $59 Shares 423 Est. Cost $90.83 Unrealized +44.6%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $58 Shares 722 Est. Cost $47.96 Unrealized +65.7%
APA APA CORPORATION COM 0.0%
Value ($000) $58 Shares 1,242 Est. Cost $50.15 Unrealized -32.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $57 Shares 760 Est. Cost $54.15 Unrealized +23.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $56 Shares 1,314 Est. Cost $43.41 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $56 Shares 422 Est. Cost $136.84 Unrealized +0.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $55 Shares 336 Est. Cost $103.84 Unrealized +34.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $55 Shares 268 Est. Cost $111.31 Unrealized +66.1%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $54 Shares 628 Est. Cost $69.73 Unrealized +5.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $53 Shares 1,284 Est. Cost $34.73 Unrealized -4.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $52 Shares 251 Est. Cost $143.74 Unrealized +44.7%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $51 Shares 882 Est. Cost $57.91 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $51 Shares 913 Est. Cost $39.78 Unrealized +2.1%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $50 Shares 3,426 Est. Cost $14.59 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $50 Shares 781 Est. Cost $12.73 Unrealized +46.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $50 Shares 467 Est. Cost $80.39 Unrealized +4.2%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $49 Shares 250 Est. Cost $112.20 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $49 Shares 733 Est. Cost $62.07 Unrealized -11.3%
ADBE ADOBE INC COM 0.0%
Value ($000) $49 Shares 200 Est. Cost $111.09 Unrealized +112.9%
CRM SALESFORCE INC COM 0.0%
Value ($000) $48 Shares 354 Est. Cost $73.70 Unrealized +71.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $48 Shares 1,042 Est. Cost $33.47 Unrealized -1.8%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $47 Shares 1,050 Est. Cost $41.70 Unrealized +2.2%
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 0.0%
Value ($000) $45 Shares 1,004 Est. Cost $38.78 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $44 Shares 325 Est. Cost $82.26 Unrealized +35.7%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $43 Shares 455 Est. Cost $33.61 Unrealized +17.7%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $43 Shares 912 Est. Cost $30.62 Unrealized +35.3%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $43 Shares 314 Est. Cost $100.42 Unrealized +6.4%
IEX IDEX CORP COM 0.0%
Value ($000) $42 Shares 310 Est. Cost $80.87 Unrealized +57.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $42 Shares 599 Est. Cost $69.47 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $41 Shares 172 Est. Cost $125.44 Unrealized +67.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $41 Shares 590 Est. Cost $46.99 Unrealized +9.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $41 Shares 632 Est. Cost $60.63 Unrealized -14.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $40 Shares 412 Est. Cost $62.93 Unrealized +40.8%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $40 Shares 98 Est. Cost $84.19 Unrealized +43.6%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $39 Shares 322 Est. Cost $93.44 Unrealized +18.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $38 Shares 413 Est. Cost $68.75 Unrealized +20.7%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $38 Shares 452 Est. Cost $55.00 Unrealized +20.6%
BIIB BIOGEN INC COM 0.0%
Value ($000) $38 Shares 130 Est. Cost $295.96 Unrealized -5.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $38 Shares 1,072 Est. Cost $27.66 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $37 Shares 165 Est. Cost $161.51 Unrealized +34.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $37 Shares 560 Est. Cost $58.23 Unrealized +0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $37 Shares 970 Est. Cost $26.68 Unrealized +48.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $36 Shares 76 Est. Cost $103.41 Unrealized +47.5%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $36 Shares 342 Est. Cost $85.46 Unrealized -7.1%
GDDY GODADDY INC CL A 0.0%
Value ($000) $36 Shares 505 Est. Cost $47.42 Unrealized +43.4%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $35 Shares 375 Est. Cost $93.35 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $35 Shares 258 Est. Cost $73.74 Unrealized +71.6%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $34 Shares 153 Est. Cost $169.05 Unrealized +18.7%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $34 Shares 642 Est. Cost $18.33 Unrealized +187.9%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $34 Shares 942 Est. Cost $24.72 Unrealized -20.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 314 Est. Cost $108.05 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $33 Shares 410 Est. Cost $56.80 Unrealized +28.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $33 Shares 320 Est. Cost $104.18 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $33 Shares 352 Est. Cost $62.61 Unrealized +11.3%
GLW CORNING INC COM 0.0%
Value ($000) $33 Shares 1,195 Est. Cost $18.64 Unrealized +20.1%
INTU INTUIT COM 0.0%
Value ($000) $33 Shares 160 Est. Cost $104.73 Unrealized +74.0%
SHELL PLC SPON ADR B 0.0%
Value ($000) $32 Shares 445 Est. Cost $57.97 Unrealized
XILINX INC COM 0.0%
Value ($000) $32 Shares 495 Est. Cost $60.37 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $31 Shares 655 Est. Cost $40.03 Unrealized +31.5%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $31 Shares 469 Est. Cost $44.11 Unrealized +17.8%
MET METLIFE INC COM 0.0%
Value ($000) $30 Shares 688 Est. Cost $33.77 Unrealized +6.3%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $30 Shares 137 Est. Cost $138.20 Unrealized +44.5%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $29 Shares 158 Est. Cost $134.10 Unrealized +28.3%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $29 Shares 419 Est. Cost $38.05 Unrealized +57.8%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $29 Shares 170 Est. Cost $119.59 Unrealized +32.4%
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $28 Shares 602 Est. Cost $44.86 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $28 Shares 197 Est. Cost $93.61 Unrealized +30.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $27 Shares 396 Est. Cost $49.43 Unrealized -6.2%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $27 Shares 256 Est. Cost $105.00 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $26 Shares 235 Est. Cost $82.26 Unrealized +30.7%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $26 Shares 185 Est. Cost $78.63 Unrealized +60.6%
EBAY EBAY INC. COM 0.0%
Value ($000) $26 Shares 713 Est. Cost $26.28 Unrealized +31.8%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $25 Shares 491 Est. Cost $41.09 Unrealized +16.3%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $24 Shares 198 Est. Cost $120.28 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $24 Shares 360 Est. Cost $58.84 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $24 Shares 415 Est. Cost $47.11 Unrealized +25.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $24 Shares 282 Est. Cost $79.24 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $23 Shares 184 Est. Cost $69.39 Unrealized +84.0%
ENZL ISHARES MSCI NEW ZEALAND ETF 0.0%
Value ($000) $23 Shares 480 Est. Cost $47.12 Unrealized
GREENSKY INC CL A 0.0%
Value ($000) $23 Shares 1,090 Est. Cost $21.15 Unrealized
DXYN DIXIE GROUP INC CL A 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $2.64 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $23 Shares 245 Est. Cost $67.36 Unrealized +15.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $23 Shares 491 Est. Cost $28.94 Unrealized +63.2%
INCY INCYTE CORP COM 0.0%
Value ($000) $23 Shares 337 Est. Cost $108.84 Unrealized -37.2%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $23 Shares 305 Est. Cost $39.74 Unrealized +54.8%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $22 Shares 438 Est. Cost $32.74 Unrealized +52.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $22 Shares 283 Est. Cost $50.94 Unrealized +38.3%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $22 Shares 262 Est. Cost $49.33 Unrealized +61.2%
ECL ECOLAB INC COM 0.0%
Value ($000) $22 Shares 156 Est. Cost $105.98 Unrealized +25.4%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $22 Shares 621 Est. Cost $19.85 Unrealized +11.8%
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $21 Shares 255 Est. Cost $47.94 Unrealized +81.9%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $21 Shares 357 Est. Cost $82.76 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $21 Shares 31 Est. Cost $769.59 Unrealized -16.2%
VRSN VERISIGN INC COM 0.0%
Value ($000) $21 Shares 150 Est. Cost $78.37 Unrealized +62.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $21 Shares 318 Est. Cost $55.45 Unrealized -1.5%
ALTABA INC COM 0.0%
Value ($000) $21 Shares 281 Est. Cost $38.67 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $20 Shares 325 Est. Cost $56.47 Unrealized -27.2%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $20 Shares 381 Est. Cost $49.81 Unrealized -11.1%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $20 Shares 222 Est. Cost $48.44 Unrealized +25.5%
WELL WELLTOWER INC COM 0.0%
Value ($000) $19 Shares 305 Est. Cost $47.28 Unrealized -8.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $19 Shares 345 Est. Cost $40.70 Unrealized
PTC PTC INC COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $62.10 Unrealized +39.3%
TGT TARGET CORP COM 0.0%
Value ($000) $19 Shares 245 Est. Cost $55.35 Unrealized +7.8%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $73.08 Unrealized +0.1%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $18 Shares 128 Est. Cost $72.37 Unrealized +85.8%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $18 Shares 230 Est. Cost $53.30 Unrealized +36.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $18 Shares 227 Est. Cost $52.05 Unrealized +11.4%
PPG PPG INDS INC COM 0.0%
Value ($000) $18 Shares 170 Est. Cost $80.65 Unrealized +13.6%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $18 Shares 202 Est. Cost $15.27 Unrealized +32.4%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $17 Shares 300 Est. Cost $48.23 Unrealized +18.7%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $17 Shares 72 Est. Cost $150.23 Unrealized +32.1%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $17 Shares 420 Est. Cost $27.17 Unrealized +16.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $17 Shares 186 Est. Cost $57.46 Unrealized +38.5%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $17 Shares 318 Est. Cost $31.25 Unrealized +16.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $16 Shares 124 Est. Cost $73.63 Unrealized +79.9%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $16 Shares 213 Est. Cost $60.71 Unrealized -7.6%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $16 Shares 122 Est. Cost $93.58 Unrealized +23.9%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $16 Shares 315 Est. Cost $37.62 Unrealized +17.4%
PIONEER NAT RES CO COM 0.0%
Value ($000) $16 Shares 85 Est. Cost $180.07 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $16 Shares 227 Est. Cost $72.09 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $64.71 Unrealized +22.6%
SYY SYSCO CORP COM 0.0%
Value ($000) $16 Shares 230 Est. Cost $40.96 Unrealized +27.6%
BBY BEST BUY INC COM 0.0%
Value ($000) $15 Shares 206 Est. Cost $30.77 Unrealized +80.4%
EIX EDISON INTL COM 0.0%
Value ($000) $15 Shares 242 Est. Cost $48.33 Unrealized -7.3%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $15 Shares 240 Est. Cost $56.06 Unrealized +21.4%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $15 Shares 465 Est. Cost $21.82 Unrealized +38.2%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $15 Shares 370 Est. Cost $11.00 Unrealized +19.7%
AFL AFLAC INC COM 0.0%
Value ($000) $15 Shares 348 Est. Cost $32.62 Unrealized +15.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $15 Shares 324 Est. Cost $33.77 Unrealized +6.2%
F FORD MTR CO DEL COM 0.0%
Value ($000) $15 Shares 1,328 Est. Cost $7.47 Unrealized +3.6%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $14 Shares 93 Est. Cost $115.62 Unrealized +31.4%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $14 Shares 232 Est. Cost $42.64 Unrealized +15.1%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $14 Shares 253 Est. Cost $63.62 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $14 Shares 208 Est. Cost $46.18 Unrealized +29.6%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $14 Shares 136 Est. Cost $59.27 Unrealized +13.1%
MTB M & T BK CORP COM 0.0%
Value ($000) $14 Shares 81 Est. Cost $107.72 Unrealized +31.4%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $14 Shares 82 Est. Cost $107.77 Unrealized +40.0%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $14 Shares 289 Est. Cost $46.97 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $13 Shares 275 Est. Cost $54.89 Unrealized -17.8%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $13 Shares 449 Est. Cost $17.29 Unrealized +36.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $13 Shares 96 Est. Cost $105.31 Unrealized +16.4%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $13 Shares 385 Est. Cost $28.65 Unrealized +21.1%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $13 Shares 710 Est. Cost $8.84 Unrealized +56.2%
COR CENCORA INC COM 0.0%
Value ($000) $13 Shares 148 Est. Cost $60.30 Unrealized +12.6%
CMA COMERICA INC COM 0.0%
Value ($000) $12 Shares 136 Est. Cost $40.37 Unrealized +67.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $12 Shares 241 Est. Cost $51.00 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $12 Shares 104 Est. Cost $68.36 Unrealized +45.2%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $12 Shares 242 Est. Cost $44.31 Unrealized +11.5%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $12 Shares 817 Est. Cost $10.23 Unrealized +27.2%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $12 Shares 242 Est. Cost $34.10 Unrealized +41.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $12 Shares 43 Est. Cost $15.76 Unrealized +10.5%
TXT TEXTRON INC COM 0.0%
Value ($000) $12 Shares 176 Est. Cost $43.05 Unrealized +48.4%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $12 Shares 196 Est. Cost $25.08 Unrealized +92.6%
CITRIX SYS INC COM 0.0%
Value ($000) $12 Shares 110 Est. Cost $89.31 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $11 Shares 179 Est. Cost $44.04 Unrealized +6.4%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 196 Est. Cost $57.94 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $11 Shares 241 Est. Cost $28.22 Unrealized +38.3%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $11 Shares 87 Est. Cost $111.71 Unrealized +3.2%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $11 Shares 190 Est. Cost $38.94 Unrealized +13.2%
FISV FISERV INC COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $60.84 Unrealized +19.3%
WAT WATERS CORP COM 0.0%
Value ($000) $11 Shares 57 Est. Cost $142.72 Unrealized +38.0%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $11 Shares 409 Est. Cost $20.15 Unrealized -1.2%
EFX EQUIFAX INC COM 0.0%
Value ($000) $11 Shares 86 Est. Cost $113.11 Unrealized -2.0%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $11 Shares 136 Est. Cost $40.87 Unrealized +43.1%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $10 Shares 34 Est. Cost $194.21 Unrealized +38.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $10 Shares 235 Est. Cost $44.87 Unrealized -25.5%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $10 Shares 44 Est. Cost $147.83 Unrealized +2.9%
KEY KEYCORP COM 0.0%
Value ($000) $10 Shares 508 Est. Cost $10.71 Unrealized +30.6%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $10 Shares 216 Est. Cost $30.13 Unrealized +17.6%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $10 Shares 143 Est. Cost $52.01 Unrealized +8.2%
LAM RESEARCH CORP COM 0.0%
Value ($000) $10 Shares 56 Est. Cost $105.74 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $10 Shares 256 Est. Cost $37.71 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $10 Shares 158 Est. Cost $38.04 Unrealized +21.5%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $10 Shares 119 Est. Cost $62.87 Unrealized +30.6%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 85 Est. Cost $99.44 Unrealized +2.8%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $9 Shares 92 Est. Cost $65.71 Unrealized +47.7%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $47.89 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $9 Shares 109 Est. Cost $63.64 Unrealized +25.3%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 66 Est. Cost $133.91 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $9 Shares 68 Est. Cost $84.45 Unrealized +1.3%
BALL BALL CORP COM 0.0%
Value ($000) $8 Shares 236 Est. Cost $35.49 Unrealized -0.8%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $8 Shares 135 Est. Cost $48.09 Unrealized -10.6%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $8 Shares 92 Est. Cost $26.55 Unrealized +51.4%
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 Shares 221 Est. Cost $26.88 Unrealized +16.6%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $8 Shares 214 Est. Cost $27.13 Unrealized +11.1%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $8 Shares 66 Est. Cost $99.79 Unrealized +7.3%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $8 Shares 135 Est. Cost $60.56 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $8 Shares 68 Est. Cost $116.78 Unrealized -4.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $8 Shares 473 Est. Cost $11.60 Unrealized +32.9%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $8 Shares 153 Est. Cost $39.76 Unrealized +8.5%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $8 Shares 450 Est. Cost $12.64 Unrealized -16.3%
APTIV PLC SHS 0.0%
Value ($000) $8 Shares 85 Est. Cost $79.92 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $8 Shares 180 Est. Cost $17.24 Unrealized +27.4%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $8 Shares 214 Est. Cost $26.85 Unrealized +3.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $8 Shares 159 Est. Cost $28.95 Unrealized +63.4%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $8 Shares 360 Est. Cost $11.81 Unrealized +29.5%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $8 Shares 84 Est. Cost $79.67 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $8 Shares 71 Est. Cost $64.97 Unrealized +36.1%
ROST ROSS STORES INC COM 0.0%
Value ($000) $7 Shares 88 Est. Cost $59.76 Unrealized +26.2%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $42.31 Unrealized +45.8%
KR KROGER CO COM 0.0%
Value ($000) $7 Shares 260 Est. Cost $26.97 Unrealized -20.7%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $7 Shares 106 Est. Cost $69.23 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $7 Shares 310 Est. Cost $16.23 Unrealized +6.8%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $7 Shares 123 Est. Cost $60.97 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $13.14 Unrealized +54.6%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $169.81 Unrealized +55.3%
PCAR PACCAR INC COM 0.0%
Value ($000) $7 Shares 114 Est. Cost $28.43 Unrealized +12.3%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $7 Shares 157 Est. Cost $21.09 Unrealized +59.9%
M MACYS INC COM 0.0%
Value ($000) $7 Shares 185 Est. Cost $38.89 Unrealized -13.8%
CTAS CINTAS CORP COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $25.60 Unrealized +62.7%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $6 Shares 259 Est. Cost $16.40 Unrealized +4.9%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $61.60 Unrealized +49.8%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $90.84 Unrealized +8.9%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $6 Shares 160 Est. Cost $27.69 Unrealized +6.4%
NVR NVR INC COM 0.0%
Value ($000) $6 Shares 2 Est. Cost $3060.28 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $6 Shares 106 Est. Cost $56.81 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $85.85 Unrealized -9.4%
L BRANDS INC COM 0.0%
Value ($000) $6 Shares 151 Est. Cost $65.84 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $62.28 Unrealized +7.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $6 Shares 102 Est. Cost $30.45 Unrealized +30.3%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $19.05 Unrealized +40.3%
KMX CARMAX INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $56.11 Unrealized +19.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $31.22 Unrealized +15.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $5 Shares 350 Est. Cost $9.17 Unrealized +15.8%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $123.37 Unrealized +2.8%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $36.60 Unrealized +27.5%
FAST FASTENAL CO COM 0.0%
Value ($000) $5 Shares 101 Est. Cost $8.80 Unrealized +20.8%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $5 Shares 45 Est. Cost $97.61 Unrealized -10.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $53.91 Unrealized +37.5%
ICLR ICON PLC SHS 0.0%
Value ($000) $5 Shares 36 Est. Cost $115.23 Unrealized +8.2%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $5 Shares 170 Est. Cost $17.54 Unrealized +19.0%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $5 Shares 31 Est. Cost $123.73 Unrealized +10.7%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $5 Shares 725 Est. Cost $8.98 Unrealized -20.8%
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 222 Est. Cost $17.31 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $5 Shares 31 Est. Cost $165.57 Unrealized -8.2%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $5 Shares 141 Est. Cost $23.47 Unrealized +0.3%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $5 Shares 157 Est. Cost $27.64 Unrealized 0.0%
FFIV F5 INC COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $166.71 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $141.90 Unrealized +79.3%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $158.24 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $4 Shares 198 Est. Cost $24.17 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $63.69 Unrealized +17.8%
MAS MASCO CORP COM 0.0%
Value ($000) $4 Shares 115 Est. Cost $27.95 Unrealized +22.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $68.69 Unrealized +17.7%
TRAVEL PLUS LEISURE CO COM 0.0%
Value ($000) $4 Shares 95 Est. Cost $76.37 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $83.26 Unrealized +60.7%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 75 Est. Cost $55.48 Unrealized
AIZ ASSURANT INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $73.13 Unrealized +11.4%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $4 Shares 105 Est. Cost $28.16 Unrealized +24.4%
COUPA SOFTWARE INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $31.23 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $298.30 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $50.63 Unrealized +70.9%
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $42.83 Unrealized +48.0%
PPL PPL CORP COM 0.0%
Value ($000) $4 Shares 136 Est. Cost $22.28 Unrealized -11.5%
EQT EQT CORP COM 0.0%
Value ($000) $4 Shares 70 Est. Cost $34.21 Unrealized -24.6%
DHI D R HORTON INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $25.80 Unrealized +53.8%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $84.03 Unrealized +102.1%
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $15.69 Unrealized +52.8%
QRVO QORVO INC COM 0.0%
Value ($000) $4 Shares 47 Est. Cost $77.31 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $99.91 Unrealized 0.0%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $38.45 Unrealized -3.4%
NORDSTROM INC COM 0.0%
Value ($000) $4 Shares 70 Est. Cost $47.39 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $81.37 Unrealized +90.5%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $4 Shares 38 Est. Cost $5.52 Unrealized +27.6%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $29.75 Unrealized +96.2%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $3 Shares 130 Est. Cost $32.71 Unrealized -44.3%
SNA SNAP ON INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $129.99 Unrealized -4.3%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $29.50 Unrealized +95.5%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $48.90 Unrealized -13.1%
UNM UNUM GROUP COM 0.0%
Value ($000) $3 Shares 81 Est. Cost $40.01 Unrealized +4.3%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $39.16 Unrealized -2.3%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $3 Shares 88 Est. Cost $31.83 Unrealized -8.1%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $66.00 Unrealized 0.0%
NV5 GLOBAL INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $54.15 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $3 Shares 120 Est. Cost $30.93 Unrealized -17.0%
QTWO Q2 HLDGS INC COM 0.0%
Value ($000) $3 Shares 49 Est. Cost $40.97 Unrealized +33.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $42.86 Unrealized +36.8%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $3 Shares 105 Est. Cost $21.61 Unrealized +11.1%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $30.05 Unrealized +32.4%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $63.72 Unrealized +9.1%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $2 Shares 67 Est. Cost $21.68 Unrealized +24.9%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $236.00 Unrealized 0.0%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $2 Shares 32 Est. Cost $104.37 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $36.84 Unrealized +49.8%
NOW SERVICENOW INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $34.65 Unrealized 0.0%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $2 Shares 225 Est. Cost $7.43 Unrealized +50.1%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $128.38 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $293.28 Unrealized +19.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $63.42 Unrealized +28.6%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $31.13 Unrealized -11.4%
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $55.98 Unrealized -23.4%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $80.47 Unrealized +14.6%
KELLANOVA COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $50.04 Unrealized -10.2%
PVH PVH CORPORATION COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $103.84 Unrealized +49.9%
DHIL DIAMOND HILL INVT GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $125.16 Unrealized -3.7%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $159.26 Unrealized +15.1%
TPH TRI POINTE HOMES INC COM 0.0%
Value ($000) $2 Shares 114 Est. Cost $11.95 Unrealized +42.4%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $257.43 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $49.76 Unrealized +36.7%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $83.38 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $45.63 Unrealized +18.6%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $93.50 Unrealized 0.0%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $72.02 Unrealized -7.8%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $196.35 Unrealized +11.5%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $241.51 Unrealized 0.0%
BWA BORGWARNER INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $28.02 Unrealized +39.4%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $124.20 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $1 Shares 18 Est. Cost $80.88 Unrealized -32.8%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $65.39 Unrealized
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $140.58 Unrealized +14.3%
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $1 Shares 16 Est. Cost $77.09 Unrealized 0.0%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $11.98 Unrealized -0.7%
CGNX COGNEX CORP COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $44.22 Unrealized 0.0%
YTRA YATRA ONLINE INC ORD SHS 0.0%
Value ($000) $1 Shares 194 Est. Cost $8.91 Unrealized -19.5%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.79 Unrealized +18.9%
TAL TAL EDUCATION GROUP SPONSORED ADS 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.80 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $89.84 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $18.10 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $94.76 Unrealized 0.0%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $1 Shares 23 Est. Cost $21.84 Unrealized 0.0%
CHAMPIONX CORPORATION COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $41.75 Unrealized
CEL-SCI CORP COM PAR NEW 0.0%
Value ($000) $0 Shares 388 Est. Cost $0.07 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 +62.3%
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $1.60 Unrealized