TFC Financial Management, Inc. Diversified Active

CIK: 0001827844 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 25, 2024

Total Value ($000): $494,596 (100.0% shares, 0.0% debt)

Holdings (658)

IVV ISHARES TR 28.1%
Value ($000) $138,827 Shares 290,658 Est. Cost $364.79 Unrealized
IDEV ISHARES TR 12.8%
Value ($000) $63,128 Shares 991,644 Est. Cost $55.34 Unrealized
DFUV DIMENSIONAL ETF TRUST 7.8%
Value ($000) $38,637 Shares 1,038,071 Est. Cost $31.60 Unrealized
DFAT DIMENSIONAL ETF TRUST 5.8%
Value ($000) $28,449 Shares 543,653 Est. Cost $44.85 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 5.5%
Value ($000) $27,219 Shares 568,716 Est. Cost $45.46 Unrealized
SHV ISHARES TR 4.9%
Value ($000) $24,208 Shares 219,816 Est. Cost $110.50 Unrealized
IEMG ISHARES INC 3.1%
Value ($000) $15,539 Shares 307,207 Est. Cost $50.53 Unrealized
GVI ISHARES TR 3.0%
Value ($000) $14,642 Shares 139,767 Est. Cost $101.60 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $9,996 Shares 51,921 Est. Cost $110.80 Unrealized +65.0%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $8,466 Shares 54,015 Est. Cost $127.77 Unrealized +12.4%
SHY ISHARES TR 1.2%
Value ($000) $5,749 Shares 70,076 Est. Cost $82.02 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $5,585 Shares 14,852 Est. Cost $221.24 Unrealized +58.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $4,868 Shares 13,649 Est. Cost $244.23 Unrealized +43.7%
MRK MERCK & CO INC 0.9%
Value ($000) $4,505 Shares 41,325 Est. Cost $66.01 Unrealized +46.7%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $4,189 Shares 11,938 Est. Cost $213.75 Unrealized +46.3%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $4,109 Shares 41,102 Est. Cost $41.77 Unrealized +133.6%
ONB OLD NATL BANCORP IND 0.8%
Value ($000) $4,082 Shares 241,663 Est. Cost $13.73 Unrealized +9.4%
BSV VANGUARD BD INDEX FDS 0.8%
Value ($000) $4,024 Shares 52,246 Est. Cost $79.21 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $2,924 Shares 27,785 Est. Cost $100.45 Unrealized
NUEM NUSHARES ETF TR 0.6%
Value ($000) $2,884 Shares 107,024 Est. Cost $26.90 Unrealized
VB VANGUARD INDEX FDS 0.5%
Value ($000) $2,420 Shares 11,346 Est. Cost $177.95 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $2,401 Shares 9,661 Est. Cost $207.91 Unrealized +14.3%
PWRD TCW TRANSFORM ETF TRUST 0.5%
Value ($000) $2,333 Shares 41,118 Est. Cost $47.65 Unrealized
IWB ISHARES TR 0.5%
Value ($000) $2,252 Shares 8,586 Est. Cost $208.13 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $2,138 Shares 13,074 Est. Cost $102.44 Unrealized +38.1%
VXF VANGUARD INDEX FDS 0.4%
Value ($000) $1,909 Shares 11,613 Est. Cost $177.28 Unrealized
QUAL ISHARES TR 0.4%
Value ($000) $1,811 Shares 12,303 Est. Cost $108.30 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $1,721 Shares 15,902 Est. Cost $82.29 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,672 Shares 11,004 Est. Cost $118.25 Unrealized +18.5%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,573 Shares 3,309 Est. Cost $396.07 Unrealized
JSTC TIDAL ETF TR 0.3%
Value ($000) $1,569 Shares 92,086 Est. Cost $16.79 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,496 Shares 20,344 Est. Cost $77.72 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,355 Shares 9,250 Est. Cost $117.12 Unrealized +20.1%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,286 Shares 6,108 Est. Cost $157.82 Unrealized +14.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,230 Shares 2,815 Est. Cost $345.92 Unrealized
GNSS GENASYS INC 0.2%
Value ($000) $1,218 Shares 600,000 Est. Cost $3.21 Unrealized -44.8%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,146 Shares 2,315 Est. Cost $22.22 Unrealized +108.5%
TTD THE TRADE DESK INC 0.2%
Value ($000) $1,108 Shares 15,394 Est. Cost $50.95 Unrealized +44.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,089 Shares 7,793 Est. Cost $108.63 Unrealized +22.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,032 Shares 2,419 Est. Cost $320.54 Unrealized +23.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,003 Shares 5,897 Est. Cost $102.98 Unrealized +40.7%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $995 Shares 6,554 Est. Cost $168.49 Unrealized -27.9%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $939 Shares 7,354 Est. Cost $64.16 Unrealized +42.6%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $926 Shares 3,979 Est. Cost $206.26 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $925 Shares 8,402 Est. Cost $98.99 Unrealized -2.9%
DDOG DATADOG INC 0.2%
Value ($000) $916 Shares 7,549 Est. Cost $78.10 Unrealized +31.9%
IEFA ISHARES TR 0.2%
Value ($000) $867 Shares 12,328 Est. Cost $67.25 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $859 Shares 6,095 Est. Cost $104.18 Unrealized +29.3%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $828 Shares 5,536 Est. Cost $126.97 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $810 Shares 2,339 Est. Cost $243.88 Unrealized +20.4%
MMM 3M CO 0.2%
Value ($000) $798 Shares 7,296 Est. Cost $110.37 Unrealized -31.6%
IWF ISHARES TR 0.2%
Value ($000) $781 Shares 2,577 Est. Cost $223.48 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $756 Shares 3,467 Est. Cost $158.69 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $686 Shares 4,428 Est. Cost $91.09 Unrealized +49.0%
FFIN FIRST FINL BANKSHARES INC 0.1%
Value ($000) $675 Shares 22,261 Est. Cost $26.73 Unrealized -5.5%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $669 Shares 22,878 Est. Cost $27.15 Unrealized
SCTXX SCHWAB CHARLES FAMILY FD 0.1%
Value ($000) $649 Shares 648,884 Est. Cost $1.00 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $637 Shares 8,181 Est. Cost $36.50 Unrealized +75.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $606 Shares 918 Est. Cost $391.38 Unrealized +46.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $602 Shares 8,308 Est. Cost $49.14 Unrealized +30.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $586 Shares 2,514 Est. Cost $126.63 Unrealized +75.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $566 Shares 7,099 Est. Cost $70.28 Unrealized +2.1%
GPC GENUINE PARTS CO 0.1%
Value ($000) $561 Shares 4,053 Est. Cost $80.03 Unrealized +60.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $546 Shares 5,820 Est. Cost $57.42 Unrealized +52.0%
CI THE CIGNA GROUP 0.1%
Value ($000) $517 Shares 1,728 Est. Cost $161.03 Unrealized +74.4%
EFA ISHARES TR 0.1%
Value ($000) $512 Shares 6,789 Est. Cost $61.59 Unrealized
FUL FULLER H B CO 0.1%
Value ($000) $506 Shares 6,216 Est. Cost $67.01 Unrealized +6.8%
IQLT ISHARES TR 0.1%
Value ($000) $504 Shares 13,428 Est. Cost $32.31 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $489 Shares 6,294 Est. Cost $69.66 Unrealized
WMT WALMART INC 0.1%
Value ($000) $470 Shares 2,979 Est. Cost $41.89 Unrealized +23.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $458 Shares 1,358 Est. Cost $299.76 Unrealized -0.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $438 Shares 10,849 Est. Cost $27.69 Unrealized +25.7%
PFE PFIZER INC 0.1%
Value ($000) $431 Shares 14,986 Est. Cost $27.46 Unrealized -3.9%
IJH ISHARES TR 0.1%
Value ($000) $424 Shares 1,530 Est. Cost $245.98 Unrealized
BNL BROADSTONE NET LEASE INC 0.1%
Value ($000) $419 Shares 24,341 Est. Cost $23.40 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $418 Shares 4,040 Est. Cost $83.88 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $416 Shares 549 Est. Cost $607.13 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $379 Shares 1,918 Est. Cost $150.62 Unrealized +14.8%
META META PLATFORMS INC 0.1%
Value ($000) $363 Shares 1,025 Est. Cost $252.42 Unrealized +28.1%
INTC INTEL CORP 0.1%
Value ($000) $360 Shares 7,169 Est. Cost $46.08 Unrealized -13.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $334 Shares 1,125 Est. Cost $214.82 Unrealized +20.4%
PEP PEPSICO INC 0.1%
Value ($000) $328 Shares 1,929 Est. Cost $115.95 Unrealized +32.6%
SYK STRYKER CORPORATION 0.1%
Value ($000) $323 Shares 1,080 Est. Cost $186.04 Unrealized +47.7%
IMMUNOGEN INC 0.1%
Value ($000) $320 Shares 10,800 Est. Cost $3.79 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $311 Shares 3,307 Est. Cost $59.68 Unrealized +40.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $309 Shares 4,013 Est. Cost $21.09 Unrealized +37.6%
DOW DOW INC 0.1%
Value ($000) $296 Shares 5,395 Est. Cost $33.91 Unrealized +31.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $288 Shares 7,008 Est. Cost $42.48 Unrealized
MET METLIFE INC 0.1%
Value ($000) $282 Shares 4,258 Est. Cost $36.42 Unrealized +61.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $281 Shares 1,214 Est. Cost $216.97 Unrealized -3.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $280 Shares 1,878 Est. Cost $111.58 Unrealized +23.5%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $278 Shares 630 Est. Cost $383.17 Unrealized +1.3%
CTVA CORTEVA INC 0.1%
Value ($000) $274 Shares 5,714 Est. Cost $26.48 Unrealized +75.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $271 Shares 1,365 Est. Cost $138.38 Unrealized +24.5%
KO COCA COLA CO 0.1%
Value ($000) $262 Shares 4,439 Est. Cost $41.90 Unrealized +27.1%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $254 Shares 1,412 Est. Cost $144.14 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $247 Shares 1,110 Est. Cost $141.21 Unrealized +37.9%
SCZ ISHARES TR 0.0%
Value ($000) $246 Shares 3,975 Est. Cost $60.16 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $240 Shares 535 Est. Cost $299.89 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $239 Shares 769 Est. Cost $248.29 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $237 Shares 1,481 Est. Cost $121.16 Unrealized +18.2%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $232 Shares 746 Est. Cost $238.69 Unrealized +13.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $231 Shares 263 Est. Cost $620.42 Unrealized +32.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $231 Shares 1,200 Est. Cost $116.90 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $230 Shares 875 Est. Cost $204.88 Unrealized +9.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $221 Shares 1,821 Est. Cost $123.49 Unrealized -9.9%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $220 Shares 1,968 Est. Cost $81.09 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $220 Shares 417 Est. Cost $390.53 Unrealized +30.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $215 Shares 3,738 Est. Cost $38.69 Unrealized +33.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $214 Shares 554 Est. Cost $212.06 Unrealized +49.8%
KKR KKR & CO INC 0.0%
Value ($000) $211 Shares 2,550 Est. Cost $60.50 Unrealized +10.5%
HUBS HUBSPOT INC 0.0%
Value ($000) $210 Shares 362 Est. Cost $435.74 Unrealized +10.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $210 Shares 2,654 Est. Cost $60.47 Unrealized +8.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $206 Shares 1,150 Est. Cost $133.10 Unrealized +22.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $206 Shares 388 Est. Cost $443.34 Unrealized +8.4%
COUR COURSERA INC 0.0%
Value ($000) $194 Shares 10,000 Est. Cost $37.65 Unrealized -49.2%
BA BOEING CO 0.0%
Value ($000) $193 Shares 739 Est. Cost $170.43 Unrealized +25.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $191 Shares 3,147 Est. Cost $64.78 Unrealized -17.5%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $184 Shares 2,386 Est. Cost $71.56 Unrealized -2.5%
AMSC AMERICAN SUPERCONDUCTOR CORP 0.0%
Value ($000) $183 Shares 16,471 Est. Cost $11.18 Unrealized -24.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $182 Shares 748 Est. Cost $226.73 Unrealized +4.3%
PPG PPG INDS INC 0.0%
Value ($000) $181 Shares 1,209 Est. Cost $105.30 Unrealized +22.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $176 Shares 1,481 Est. Cost $64.54 Unrealized +72.1%
LDI LOANDEPOT INC 0.0%
Value ($000) $174 Shares 49,572 Est. Cost $8.10 Unrealized -76.8%
RPM RPM INTL INC 0.0%
Value ($000) $173 Shares 1,554 Est. Cost $83.55 Unrealized +20.9%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $171 Shares 1,365 Est. Cost $103.12 Unrealized +5.2%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $169 Shares 1,701 Est. Cost $33.37 Unrealized +30.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $166 Shares 1,710 Est. Cost $58.78 Unrealized +49.9%
STT STATE STR CORP 0.0%
Value ($000) $164 Shares 2,115 Est. Cost $75.79 Unrealized -14.5%
ATR APTARGROUP INC 0.0%
Value ($000) $164 Shares 1,325 Est. Cost $110.32 Unrealized +10.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $164 Shares 625 Est. Cost $188.89 Unrealized +20.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $164 Shares 3,239 Est. Cost $39.86 Unrealized +20.3%
LLY ELI LILLY & CO 0.0%
Value ($000) $163 Shares 279 Est. Cost $361.45 Unrealized +59.1%
IWD ISHARES TR 0.0%
Value ($000) $162 Shares 983 Est. Cost $118.01 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $162 Shares 272 Est. Cost $395.32 Unrealized +45.9%
CVNA CARVANA CO 0.0%
Value ($000) $159 Shares 3,000 Est. Cost $8.67 Unrealized +331.8%
NKE NIKE INC 0.0%
Value ($000) $153 Shares 1,413 Est. Cost $108.15 Unrealized -4.8%
CLX CLOROX CO DEL 0.0%
Value ($000) $152 Shares 1,068 Est. Cost $188.92 Unrealized -34.3%
RTX RTX CORPORATION 0.0%
Value ($000) $150 Shares 1,784 Est. Cost $66.91 Unrealized +13.0%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $149 Shares 2,564 Est. Cost $56.45 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $144 Shares 3,832 Est. Cost $41.24 Unrealized -24.8%
PINS PINTEREST INC 0.0%
Value ($000) $143 Shares 3,873 Est. Cost $32.76 Unrealized -4.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $143 Shares 1,736 Est. Cost $83.87 Unrealized -14.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $143 Shares 349 Est. Cost $337.14 Unrealized
V VISA INC 0.0%
Value ($000) $142 Shares 546 Est. Cost $200.55 Unrealized +21.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $142 Shares 1,369 Est. Cost $50.42 Unrealized +71.8%
SO SOUTHERN CO 0.0%
Value ($000) $139 Shares 1,983 Est. Cost $53.97 Unrealized +18.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $139 Shares 2,705 Est. Cost $50.40 Unrealized -6.7%
DBI DESIGNER BRANDS INC 0.0%
Value ($000) $138 Shares 15,570 Est. Cost $5.79 Unrealized +67.8%
IJJ ISHARES TR 0.0%
Value ($000) $137 Shares 1,197 Est. Cost $94.92 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $135 Shares 1,500 Est. Cost $125.18 Unrealized -31.1%
SYY SYSCO CORP 0.0%
Value ($000) $132 Shares 1,808 Est. Cost $60.38 Unrealized +7.5%
AVGO BROADCOM INC 0.0%
Value ($000) $131 Shares 117 Est. Cost $52.15 Unrealized +76.9%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $128 Shares 3,451 Est. Cost $35.94 Unrealized
EQT EQT CORP 0.0%
Value ($000) $126 Shares 3,250 Est. Cost $32.63 Unrealized +20.5%
UNP UNION PAC CORP 0.0%
Value ($000) $124 Shares 506 Est. Cost $176.75 Unrealized +18.4%
NET CLOUDFLARE INC 0.0%
Value ($000) $122 Shares 1,470 Est. Cost $58.45 Unrealized +19.7%
XYL XYLEM INC 0.0%
Value ($000) $122 Shares 1,065 Est. Cost $82.71 Unrealized +17.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $122 Shares 1,503 Est. Cost $59.70 Unrealized +20.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $120 Shares 573 Est. Cost $136.46 Unrealized +26.3%
CME CME GROUP INC 0.0%
Value ($000) $115 Shares 544 Est. Cost $167.44 Unrealized +16.2%
DE DEERE & CO 0.0%
Value ($000) $114 Shares 284 Est. Cost $364.59 Unrealized +0.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $113 Shares 601 Est. Cost $92.80 Unrealized +69.2%
ETN EATON CORP PLC 0.0%
Value ($000) $110 Shares 457 Est. Cost $145.74 Unrealized +47.9%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $107 Shares 2,224 Est. Cost $41.70 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $103 Shares 702 Est. Cost $86.93 Unrealized +35.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $102 Shares 983 Est. Cost $83.03 Unrealized
GLW CORNING INC 0.0%
Value ($000) $102 Shares 3,340 Est. Cost $27.45 Unrealized -1.2%
PCAR PACCAR INC 0.0%
Value ($000) $101 Shares 1,035 Est. Cost $45.96 Unrealized +78.0%
IOT SAMSARA INC 0.0%
Value ($000) $100 Shares 3,000 Est. Cost $14.17 Unrealized +96.1%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $99 Shares 2,891 Est. Cost $29.39 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $96 Shares 1,060 Est. Cost $61.64 Unrealized +34.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $96 Shares 1,398 Est. Cost $62.93 Unrealized -10.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $95 Shares 2,568 Est. Cost $25.96 Unrealized +17.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $94 Shares 9,457 Est. Cost $6.75 Unrealized +17.7%
PUBM PUBMATIC INC 0.0%
Value ($000) $94 Shares 5,750 Est. Cost $15.48 Unrealized -6.3%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $94 Shares 1,571 Est. Cost $58.10 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $93 Shares 798 Est. Cost $56.18 Unrealized +95.3%
ROKU ROKU INC 0.0%
Value ($000) $92 Shares 1,005 Est. Cost $52.25 Unrealized +60.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $90 Shares 1,561 Est. Cost $38.81 Unrealized +37.5%
MCO MOODYS CORP 0.0%
Value ($000) $90 Shares 230 Est. Cost $269.72 Unrealized +26.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $89 Shares 1,057 Est. Cost $78.23 Unrealized -2.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $87 Shares 550 Est. Cost $121.80 Unrealized +10.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $86 Shares 707 Est. Cost $124.98 Unrealized -12.5%
BAC BANK AMERICA CORP 0.0%
Value ($000) $85 Shares 2,528 Est. Cost $24.03 Unrealized +14.9%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $85 Shares 84 Est. Cost $500.86 Unrealized +60.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $85 Shares 310 Est. Cost $230.31 Unrealized +12.5%
CCK CROWN HLDGS INC 0.0%
Value ($000) $85 Shares 920 Est. Cost $87.23 Unrealized -5.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $84 Shares 201 Est. Cost $345.80 Unrealized +15.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $83 Shares 577 Est. Cost $102.55 Unrealized +15.4%
ODD ODDITY TECH LTD 0.0%
Value ($000) $83 Shares 1,790 Est. Cost $42.34 Unrealized -20.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $83 Shares 348 Est. Cost $176.86 Unrealized +32.0%
VLTO VERALTO CORP 0.0%
Value ($000) $82 Shares 1,001 Est. Cost $73.75 Unrealized 0.0%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $82 Shares 375 Est. Cost $121.78 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $81 Shares 745 Est. Cost $99.11 Unrealized -5.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $72 Shares 1,411 Est. Cost $49.56 Unrealized -6.3%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $71 Shares 900 Est. Cost $75.71 Unrealized -4.7%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $71 Shares 580 Est. Cost $99.88 Unrealized +3.5%
ALC ALCON AG 0.0%
Value ($000) $70 Shares 895 Est. Cost $73.37 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $70 Shares 4,148 Est. Cost $14.66 Unrealized -3.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $70 Shares 293 Est. Cost $205.78 Unrealized
UNILEVER PLC 0.0%
Value ($000) $67 Shares 1,389 Est. Cost $57.17 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $67 Shares 663 Est. Cost $71.88 Unrealized +22.6%
RBA RB GLOBAL INC 0.0%
Value ($000) $67 Shares 1,000 Est. Cost $56.38 Unrealized +14.0%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $67 Shares 1,285 Est. Cost $46.79 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $67 Shares 499 Est. Cost $96.51 Unrealized +9.4%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $66 Shares 1,027 Est. Cost $49.95 Unrealized +20.0%
SYM SYMBOTIC INC 0.0%
Value ($000) $63 Shares 1,226 Est. Cost $33.64 Unrealized +30.3%
ARKK ARK ETF TR 0.0%
Value ($000) $61 Shares 1,170 Est. Cost $44.14 Unrealized
PPL PPL CORP 0.0%
Value ($000) $61 Shares 2,256 Est. Cost $21.74 Unrealized +8.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $61 Shares 150 Est. Cost $274.40 Unrealized +34.6%
IWP ISHARES TR 0.0%
Value ($000) $60 Shares 577 Est. Cost $91.69 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $60 Shares 244 Est. Cost $135.43 Unrealized +58.4%
ARISTA NETWORKS INC 0.0%
Value ($000) $59 Shares 252 Est. Cost $171.27 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $58 Shares 340 Est. Cost $160.25 Unrealized -9.2%
IDV ISHARES TR 0.0%
Value ($000) $58 Shares 2,060 Est. Cost $24.76 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $58 Shares 559 Est. Cost $102.94 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $57 Shares 1,762 Est. Cost $35.20 Unrealized -15.1%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $56 Shares 398 Est. Cost $76.38 Unrealized +56.2%
ANSYS INC 0.0%
Value ($000) $54 Shares 150 Est. Cost $252.23 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $54 Shares 3,746 Est. Cost $26.49 Unrealized -53.5%
KVUE KENVUE INC 0.0%
Value ($000) $54 Shares 2,485 Est. Cost $20.98 Unrealized -12.3%
APTIV PLC 0.0%
Value ($000) $53 Shares 595 Est. Cost $89.78 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $53 Shares 630 Est. Cost $69.20 Unrealized -0.1%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $53 Shares 362 Est. Cost $194.86 Unrealized -34.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $49 Shares 1,125 Est. Cost $38.80 Unrealized +3.3%
INMD INMODE LTD 0.0%
Value ($000) $49 Shares 2,200 Est. Cost $44.68 Unrealized -49.8%
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $49 Shares 1,713 Est. Cost $36.47 Unrealized -35.5%
SHEL SHELL PLC 0.0%
Value ($000) $49 Shares 741 Est. Cost $60.52 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $47 Shares 264 Est. Cost $113.40 Unrealized +49.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $47 Shares 575 Est. Cost $78.29 Unrealized -8.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $46 Shares 711 Est. Cost $52.67 Unrealized +13.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $46 Shares 820 Est. Cost $59.22 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $46 Shares 160 Est. Cost $209.01 Unrealized +22.0%
CB CHUBB LIMITED 0.0%
Value ($000) $46 Shares 202 Est. Cost $194.27 Unrealized +10.0%
CPRT COPART INC 0.0%
Value ($000) $45 Shares 924 Est. Cost $38.99 Unrealized +21.1%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $44 Shares 700 Est. Cost $56.04 Unrealized -1.8%
PWR QUANTA SVCS INC 0.0%
Value ($000) $44 Shares 202 Est. Cost $165.15 Unrealized +11.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $43 Shares 268 Est. Cost $111.90 Unrealized +28.8%
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $42 Shares 700 Est. Cost $60.31 Unrealized -8.1%
MTB M & T BK CORP 0.0%
Value ($000) $42 Shares 309 Est. Cost $147.89 Unrealized -20.7%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $42 Shares 880 Est. Cost $42.45 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $40 Shares 89 Est. Cost $418.61 Unrealized -0.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $40 Shares 510 Est. Cost $105.96 Unrealized
SES SES AI CORPORATION 0.0%
Value ($000) $39 Shares 21,127 Est. Cost $7.54 Unrealized -71.4%
MCK MCKESSON CORP 0.0%
Value ($000) $38 Shares 83 Est. Cost $351.24 Unrealized +28.2%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $38 Shares 350 Est. Cost $104.97 Unrealized -14.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $37 Shares 240 Est. Cost $91.61 Unrealized +30.9%
F FORD MTR CO DEL 0.0%
Value ($000) $37 Shares 3,032 Est. Cost $5.21 Unrealized +84.7%
MQ MARQETA INC 0.0%
Value ($000) $37 Shares 5,250 Est. Cost $6.83 Unrealized -12.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $36 Shares 397 Est. Cost $62.21 Unrealized +29.0%
WWD WOODWARD INC 0.0%
Value ($000) $34 Shares 250 Est. Cost $90.55 Unrealized +42.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $34 Shares 349 Est. Cost $71.94 Unrealized +16.6%
CDW CDW CORP 0.0%
Value ($000) $33 Shares 145 Est. Cost $141.50 Unrealized +45.6%
LIN LINDE PLC 0.0%
Value ($000) $33 Shares 80 Est. Cost $346.39 Unrealized +10.7%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $32 Shares 1,307 Est. Cost $30.52 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $32 Shares 34 Est. Cost $42.40 Unrealized +49.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $32 Shares 1,532 Est. Cost $21.59 Unrealized -20.8%
BX BLACKSTONE INC 0.0%
Value ($000) $32 Shares 243 Est. Cost $85.86 Unrealized +18.9%
MS MORGAN STANLEY 0.0%
Value ($000) $32 Shares 339 Est. Cost $81.81 Unrealized -8.6%
TILE INTERFACE INC 0.0%
Value ($000) $32 Shares 2,500 Est. Cost $9.84 Unrealized +4.2%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $31 Shares 181 Est. Cost $116.26 Unrealized +47.8%
PSX PHILLIPS 66 0.0%
Value ($000) $31 Shares 230 Est. Cost $51.57 Unrealized +115.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $30 Shares 97 Est. Cost $267.17 Unrealized +10.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $30 Shares 412 Est. Cost $38.86 Unrealized +74.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $29 Shares 223 Est. Cost $129.98 Unrealized -7.7%
NFLX NETFLIX INC 0.0%
Value ($000) $29 Shares 60 Est. Cost $39.17 Unrealized +11.5%
NEM NEWMONT CORP 0.0%
Value ($000) $29 Shares 705 Est. Cost $40.55 Unrealized -9.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $29 Shares 134 Est. Cost $42.74 Unrealized -7.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $28 Shares 2,476 Est. Cost $14.74 Unrealized -26.8%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $28 Shares 503 Est. Cost $62.78 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $27 Shares 386 Est. Cost $43.51 Unrealized +62.2%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $27 Shares 53 Est. Cost $330.04 Unrealized +30.9%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 308 Est. Cost $63.33 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $26 Shares 383 Est. Cost $85.73 Unrealized -27.7%
HPQ HP INC 0.0%
Value ($000) $26 Shares 862 Est. Cost $15.48 Unrealized +66.4%
ILMN ILLUMINA INC 0.0%
Value ($000) $26 Shares 185 Est. Cost $275.08 Unrealized -58.1%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $25 Shares 164 Est. Cost $114.00 Unrealized +26.6%
IJT ISHARES TR 0.0%
Value ($000) $25 Shares 200 Est. Cost $107.39 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $25 Shares 630 Est. Cost $31.75 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $24 Shares 95 Est. Cost $188.46 Unrealized +11.1%
WAT WATERS CORP 0.0%
Value ($000) $23 Shares 70 Est. Cost $305.15 Unrealized -9.5%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $23 Shares 99 Est. Cost $233.74 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $22 Shares 839 Est. Cost $29.80 Unrealized
ENSTAR GROUP LIMITED 0.0%
Value ($000) $22 Shares 75 Est. Cost $160.00 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $22 Shares 28 Est. Cost $495.27 Unrealized
CSX CSX CORP 0.0%
Value ($000) $21 Shares 598 Est. Cost $28.43 Unrealized +8.5%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $20 Shares 392 Est. Cost $40.44 Unrealized +21.7%
OEF ISHARES TR 0.0%
Value ($000) $20 Shares 90 Est. Cost $155.56 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $20 Shares 181 Est. Cost $102.54 Unrealized
SEVN SEVEN HILLS REALTY TRUST 0.0%
Value ($000) $19 Shares 1,441 Est. Cost $10.41 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $18 Shares 65 Est. Cost $257.95 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $18 Shares 87 Est. Cost $180.05 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $18 Shares 72 Est. Cost $236.27 Unrealized -8.6%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $17 Shares 187 Est. Cost $74.38 Unrealized +20.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $17 Shares 129 Est. Cost $92.24 Unrealized +29.8%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 479 Est. Cost $37.72 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $17 Shares 280 Est. Cost $94.29 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $16 Shares 213 Est. Cost $52.20 Unrealized +30.7%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $16 Shares 123 Est. Cost $133.40 Unrealized -20.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $16 Shares 325 Est. Cost $33.46 Unrealized +22.6%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $16 Shares 25 Est. Cost $37.65 Unrealized +25.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $16 Shares 65 Est. Cost $218.55 Unrealized +4.3%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $15 Shares 563 Est. Cost $18.75 Unrealized +9.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $15 Shares 428 Est. Cost $32.07 Unrealized -8.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $15 Shares 362 Est. Cost $39.99 Unrealized -10.2%
DVY ISHARES TR 0.0%
Value ($000) $15 Shares 131 Est. Cost $111.32 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $15 Shares 500 Est. Cost $27.26 Unrealized +1.9%
CTAS CINTAS CORP 0.0%
Value ($000) $14 Shares 24 Est. Cost $111.95 Unrealized +17.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $14 Shares 824 Est. Cost $12.66 Unrealized +21.3%
FDX FEDEX CORP 0.0%
Value ($000) $14 Shares 55 Est. Cost $210.14 Unrealized +15.3%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $14 Shares 190 Est. Cost $120.36 Unrealized -45.1%
GTLS CHART INDS INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $139.92 Unrealized -3.4%
INGR INGREDION INC 0.0%
Value ($000) $13 Shares 124 Est. Cost $103.74 Unrealized -3.3%
DUOL DUOLINGO INC 0.0%
Value ($000) $13 Shares 58 Est. Cost $156.06 Unrealized +24.6%
AZO AUTOZONE INC 0.0%
Value ($000) $13 Shares 5 Est. Cost $2243.87 Unrealized +15.6%
TQQQ PROSHARES TR 0.0%
Value ($000) $13 Shares 250 Est. Cost $41.00 Unrealized
DIREXION SHS ETF TR 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $13.35 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $12 Shares 22 Est. Cost $379.22 Unrealized +23.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $12 Shares 226 Est. Cost $51.47 Unrealized -0.5%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $12 Shares 1,020 Est. Cost $14.71 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $12 Shares 125 Est. Cost $57.86 Unrealized +47.9%
BLACKROCK INC 0.0%
Value ($000) $11 Shares 14 Est. Cost $620.63 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $11 Shares 57 Est. Cost $258.49 Unrealized -34.6%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $11 Shares 86 Est. Cost $114.00 Unrealized -3.8%
C CITIGROUP INC 0.0%
Value ($000) $11 Shares 216 Est. Cost $42.35 Unrealized -2.4%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $11 Shares 39 Est. Cost $329.95 Unrealized -28.2%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $10 Shares 64 Est. Cost $141.68 Unrealized +9.8%
M MACYS INC 0.0%
Value ($000) $10 Shares 507 Est. Cost $7.00 Unrealized +106.7%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $10 Shares 25 Est. Cost $377.66 Unrealized +8.0%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $10 Shares 1,517 Est. Cost $7.45 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $10 Shares 8 Est. Cost $965.07 Unrealized +12.1%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $142.10 Unrealized +19.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $9 Shares 500 Est. Cost $11.70 Unrealized +24.1%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $227.81 Unrealized +13.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $9 Shares 31 Est. Cost $212.41 Unrealized +18.3%
ORCL ORACLE CORP 0.0%
Value ($000) $9 Shares 86 Est. Cost $79.04 Unrealized +35.0%
QFIN QIFU TECHNOLOGY INC 0.0%
Value ($000) $9 Shares 570 Est. Cost $16.39 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $9 Shares 604 Est. Cost $26.65 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $9 Shares 44 Est. Cost $184.64 Unrealized -4.8%
SPRU SPRUCE POWER HOLDING CORP 0.0%
Value ($000) $8 Shares 1,875 Est. Cost $4.19 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $8 Shares 134 Est. Cost $193.02 Unrealized -70.4%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $64.35 Unrealized +8.7%
RYN RAYONIER INC 0.0%
Value ($000) $8 Shares 225 Est. Cost $33.41 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $8 Shares 33 Est. Cost $129.51 Unrealized +53.3%
INTU INTUIT 0.0%
Value ($000) $8 Shares 12 Est. Cost $359.86 Unrealized +51.4%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 31 Est. Cost $241.77 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $7 Shares 48 Est. Cost $119.33 Unrealized +6.7%
IUSG ISHARES TR 0.0%
Value ($000) $7 Shares 71 Est. Cost $84.51 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $7 Shares 126 Est. Cost $64.35 Unrealized -14.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $7 Shares 49 Est. Cost $109.94 Unrealized +29.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $7 Shares 28 Est. Cost $229.77 Unrealized +1.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $7 Shares 2 Est. Cost $2315.77 Unrealized +32.5%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $7 Shares 70 Est. Cost $98.11 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $7 Shares 165 Est. Cost $52.92 Unrealized -12.0%
DB DEUTSCHE BANK A G 0.0%
Value ($000) $7 Shares 514 Est. Cost $9.80 Unrealized +13.6%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $7 Shares 112 Est. Cost $46.98 Unrealized +14.1%
DLN WISDOMTREE TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.49 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $7 Shares 21 Est. Cost $239.17 Unrealized +10.4%
BBY BEST BUY INC 0.0%
Value ($000) $6 Shares 83 Est. Cost $65.41 Unrealized -3.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $130.03 Unrealized +43.8%
NVS NOVARTIS AG 0.0%
Value ($000) $6 Shares 63 Est. Cost $90.45 Unrealized
FLAHERTY & CRUMRINE PFD SECS 0.0%
Value ($000) $6 Shares 457 Est. Cost $21.27 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $6 Shares 9 Est. Cost $88.94 Unrealized +41.7%
VTRS VIATRIS INC 0.0%
Value ($000) $6 Shares 586 Est. Cost $13.29 Unrealized -34.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $6 Shares 89 Est. Cost $56.33 Unrealized +7.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 63 Est. Cost $84.75 Unrealized +8.8%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $6 Shares 68 Est. Cost $72.29 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $6 Shares 46 Est. Cost $89.24 Unrealized +29.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $5 Shares 39 Est. Cost $108.45 Unrealized +15.0%
UPRO PROSHARES TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.38 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $5 Shares 400 Est. Cost $13.69 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $405.80 Unrealized -1.1%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $84.14 Unrealized +18.3%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.79 Unrealized +61.3%
DGRW WISDOMTREE TR 0.0%
Value ($000) $5 Shares 75 Est. Cost $63.49 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 36 Est. Cost $142.70 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.75 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $5 Shares 30 Est. Cost $162.43 Unrealized
FSP FRANKLIN STR PPTYS CORP 0.0%
Value ($000) $5 Shares 1,970 Est. Cost $3.64 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $5 Shares 152 Est. Cost $30.42 Unrealized -9.3%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $95.79 Unrealized +58.0%
TGT TARGET CORP 0.0%
Value ($000) $5 Shares 34 Est. Cost $124.01 Unrealized -8.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $5 Shares 22 Est. Cost $185.24 Unrealized -5.5%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $119.39 Unrealized -3.1%
FOXA FOX CORP 0.0%
Value ($000) $5 Shares 156 Est. Cost $31.87 Unrealized -7.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $5 Shares 35 Est. Cost $70.97 Unrealized +47.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $4 Shares 34 Est. Cost $117.15 Unrealized +1.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $4 Shares 34 Est. Cost $96.41 Unrealized +14.5%
WAB WABTEC 0.0%
Value ($000) $4 Shares 34 Est. Cost $65.97 Unrealized +69.3%
CNC CENTENE CORP DEL 0.0%
Value ($000) $4 Shares 58 Est. Cost $77.58 Unrealized -7.0%
AEHR AEHR TEST SYS 0.0%
Value ($000) $4 Shares 161 Est. Cost $29.17 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $70.71 Unrealized +70.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $4 Shares 38 Est. Cost $93.72 Unrealized +1.3%
RACE FERRARI N V 0.0%
Value ($000) $4 Shares 12 Est. Cost $186.02 Unrealized +79.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $4 Shares 17 Est. Cost $207.38 Unrealized -3.5%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $248.59 Unrealized -56.1%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $169.93 Unrealized +20.8%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $110.68 Unrealized +5.9%
SRE SEMPRA 0.0%
Value ($000) $4 Shares 52 Est. Cost $64.42 Unrealized +3.6%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $111.77 Unrealized +13.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $4 Shares 106 Est. Cost $31.26 Unrealized +16.6%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $4 Shares 24 Est. Cost $120.04 Unrealized +19.4%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $309.91 Unrealized +7.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $4 Shares 106 Est. Cost $20.71 Unrealized +55.3%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $4 Shares 64 Est. Cost $47.28 Unrealized +13.0%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $87.01 Unrealized +88.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $129.25 Unrealized +1.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $53.97 Unrealized -65.2%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $4 Shares 102 Est. Cost $18.31 Unrealized +39.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $4 Shares 133 Est. Cost $17.40 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $3 Shares 75 Est. Cost $43.91 Unrealized -3.4%
EQIX EQUINIX INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $635.74 Unrealized +15.4%
AON AON PLC 0.0%
Value ($000) $3 Shares 11 Est. Cost $244.14 Unrealized +29.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $128.92 Unrealized -29.5%
LABU DIREXION SHS ETF TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $122.00 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $3 Shares 46 Est. Cost $21.80 Unrealized +31.6%
TGLS TECNOGLASS INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $35.67 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $105.29 Unrealized +16.5%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $3 Shares 211 Est. Cost $14.02 Unrealized -10.4%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $3 Shares 32 Est. Cost $65.19 Unrealized +18.1%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $3 Shares 147 Est. Cost $10.66 Unrealized +41.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $3 Shares 79 Est. Cost $36.26 Unrealized -16.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $419.78 Unrealized +21.0%
TIP ISHARES TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $103.72 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $78.51 Unrealized -11.4%
TXT TEXTRON INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $44.95 Unrealized +72.1%
SE SEA LTD 0.0%
Value ($000) $3 Shares 65 Est. Cost $43.95 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 55 Est. Cost $51.29 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $56.04 Unrealized -1.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $3 Shares 32 Est. Cost $34.89 Unrealized +91.9%
GWW GRAINGER W W INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $324.27 Unrealized +133.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $145.71 Unrealized +14.4%
COR CENCORA INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $135.03 Unrealized +42.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $2 Shares 76 Est. Cost $34.00 Unrealized -11.2%
CWAN CLEARWATER ANALYTICS HLDGS I 0.0%
Value ($000) $2 Shares 120 Est. Cost $19.70 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $2 Shares 66 Est. Cost $19.79 Unrealized +75.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $140.53 Unrealized +15.5%
GGG GRACO INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $52.23 Unrealized +46.3%
USB US BANCORP DEL 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.74 Unrealized -12.3%
PIONEER NAT RES CO 0.0%
Value ($000) $2 Shares 10 Est. Cost $124.98 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $2 Shares 271 Est. Cost $9.32 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $465.44 Unrealized +3.1%
RDNW RUMBLEON INC 0.0%
Value ($000) $2 Shares 280 Est. Cost $9.33 Unrealized -31.3%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $84.27 Unrealized +5.9%
BAX BAXTER INTL INC 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.84 Unrealized -3.6%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $40.00 Unrealized +22.6%
KR KROGER CO 0.0%
Value ($000) $2 Shares 47 Est. Cost $32.92 Unrealized +28.8%
ESLT ELBIT SYS LTD 0.0%
Value ($000) $2 Shares 10 Est. Cost $149.35 Unrealized +32.9%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $155.55 Unrealized +43.0%
ROST ROSS STORES INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $94.34 Unrealized +29.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $59.90 Unrealized +22.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $2 Shares 18 Est. Cost $66.96 Unrealized
BP BP PLC 0.0%
Value ($000) $2 Shares 57 Est. Cost $23.72 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $65.30 Unrealized +27.1%
TE CONNECTIVITY LTD 0.0%
Value ($000) $2 Shares 14 Est. Cost $123.36 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $441.59 Unrealized +1.1%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 148 Est. Cost $7.28 Unrealized +37.1%
DXCM DEXCOM INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $110.86 Unrealized -7.8%
KELLANOVA 0.0%
Value ($000) $2 Shares 33 Est. Cost $56.41 Unrealized -13.5%
VRSN VERISIGN INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $204.96 Unrealized +0.7%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $2 Shares 4 Est. Cost $328.44 Unrealized +24.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $2 Shares 6 Est. Cost $218.48 Unrealized +11.1%
HAS HASBRO INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.08 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 13 Est. Cost $156.62 Unrealized -26.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $115.65 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $78.74 Unrealized +46.2%
KLAC KLA CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $425.86 Unrealized +20.0%
HESS CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $132.34 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.09 Unrealized +2.4%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $2 Shares 13 Est. Cost $62.37 Unrealized +60.6%
L LOEWS CORP 0.0%
Value ($000) $2 Shares 24 Est. Cost $48.12 Unrealized +37.3%
EVRG EVERGY INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $45.92 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $2 Shares 32 Est. Cost $43.72 Unrealized -0.1%
AFL AFLAC INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $64.16 Unrealized +20.0%
MRNA MODERNA INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $110.37 Unrealized -23.8%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $2 Shares 11 Est. Cost $71.40 Unrealized +51.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $372.44 Unrealized +37.3%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $70.19 Unrealized +3.3%
O REALTY INCOME CORP 0.0%
Value ($000) $2 Shares 26 Est. Cost $51.53 Unrealized -9.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $373.83 Unrealized +19.1%
EFX EQUIFAX INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $176.99 Unrealized +12.9%
BALL BALL CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $65.97 Unrealized -24.2%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $85.20 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $1 Shares 6 Est. Cost $168.99 Unrealized +14.6%
UDR UDR INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $31.90 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $128.70 Unrealized +0.2%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $24.38 Unrealized +2.4%
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $98.26 Unrealized +18.9%
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.75 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $45.37 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $58.11 Unrealized +0.9%
DCI DONALDSON INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $44.64 Unrealized +31.7%
PODD INSULET CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $171.53 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $281.04 Unrealized -27.7%
NDAQ NASDAQ INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $49.73 Unrealized +3.0%
DAPP VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 116 Est. Cost $17.24 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $119.10 Unrealized
FISKER INC 0.0%
Value ($000) $1 Shares 659 Est. Cost $1.75 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $111.93 Unrealized -18.9%
TTC TORO CO 0.0%
Value ($000) $1 Shares 12 Est. Cost $80.05 Unrealized +7.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $361.03 Unrealized +28.2%
NERV MINERVA NEUROSCIENCES INC 0.0%
Value ($000) $1 Shares 186 Est. Cost $4.09 Unrealized +39.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $103.42 Unrealized +3.3%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $85.35 Unrealized -7.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $192.09 Unrealized +21.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $58.54 Unrealized +63.5%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 123 Est. Cost $9.49 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 44 Est. Cost $23.38 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.48 Unrealized +15.8%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $75.23 Unrealized +32.7%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $139.44 Unrealized +7.8%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $30.23 Unrealized +5.7%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $43.13 Unrealized +46.3%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $38.88 Unrealized +1.1%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $108.83 Unrealized +10.8%
CROX CROCS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $92.32 Unrealized 0.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 5 Est. Cost $126.04 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $44.05 Unrealized -64.4%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $18.20 Unrealized +20.7%
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $143.12 Unrealized +45.7%
TWLO TWILIO INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.69 Unrealized -16.5%
IT GARTNER INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $325.62 Unrealized +22.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.40 Unrealized -16.1%
JUNIPER NETWORKS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $36.16 Unrealized
ZIMVIE INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.99 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $33.34 Unrealized -15.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $100.19 Unrealized +33.4%
NTAP NETAPP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.79 Unrealized +20.8%
INCY INCYTE CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.56 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.21 Unrealized +4.8%
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.70 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $1 Shares 41 Est. Cost $9.37 Unrealized +81.6%
RMD RESMED INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $176.61 Unrealized -14.7%
DVA DAVITA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.39 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $36.92 Unrealized -3.8%
PHM PULTE GROUP INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $66.40 Unrealized +25.9%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.82 Unrealized -17.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $122.11 Unrealized +45.9%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $1 Shares 29 Est. Cost $28.63 Unrealized -4.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $260.05 Unrealized -6.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $58.57 Unrealized -13.4%
POOL POOL CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $335.12 Unrealized +1.5%
FHTX FOGHORN THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 123 Est. Cost $7.71 Unrealized -44.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $1 Shares 29 Est. Cost $18.69 Unrealized +13.7%
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $244.54 Unrealized +0.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $29.33 Unrealized +5.1%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $23.59 Unrealized +119.3%
NOV NOV INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $16.30 Unrealized +20.5%
VTR VENTAS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $42.15 Unrealized -1.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $287.39 Unrealized +22.7%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $9.13 Unrealized +65.2%
CMI CUMMINS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $216.82 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $290.04 Unrealized +21.3%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $35.66 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $80.39 Unrealized +26.4%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $106.33 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $100.11 Unrealized +13.1%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $1 Shares 5 Est. Cost $95.66 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $513.84 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $56.54 Unrealized 0.0%
SLDP SOLID POWER INC 0.0%
Value ($000) $1 Shares 419 Est. Cost $1.50 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1 Shares 8 Est. Cost $59.72 Unrealized +11.7%
MAS MASCO CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.92 Unrealized +12.2%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $45.61 Unrealized -0.4%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.35 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $45.33 Unrealized +56.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $24.74 Unrealized 0.0%
BWA BORGWARNER INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.56 Unrealized +6.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $1 Shares 6 Est. Cost $76.21 Unrealized +4.8%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $151.29 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $1 Shares 7 Est. Cost $68.80 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $510.96 Unrealized -1.5%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $251.50 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $147.49 Unrealized +9.5%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $1 Shares 2 Est. Cost $247.60 Unrealized +7.2%
PCG PG&E CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $15.62 Unrealized +6.9%
W WAYFAIR INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $42.12 Unrealized +24.1%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $19.19 Unrealized -19.9%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $73.14 Unrealized 0.0%
NDSN NORDSON CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $225.32 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $33.68 Unrealized +12.5%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $1 Shares 7 Est. Cost $62.49 Unrealized +24.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $51.79 Unrealized -22.4%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $152.94 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $1 Shares 4 Est. Cost $97.02 Unrealized +15.1%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $99.04 Unrealized +15.8%
PLNT PLANET FITNESS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $61.48 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.36 Unrealized +24.2%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $235.21 Unrealized -8.3%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $85.29 Unrealized 0.0%
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $36.95 Unrealized 0.0%
CLVT CLARIVATE PLC 0.0%
Value ($000) $1 Shares 54 Est. Cost $7.39 Unrealized 0.0%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $209.88 Unrealized 0.0%
SLM SLM CORP 0.0%
Value ($000) $0 Shares 26 Est. Cost $15.10 Unrealized 0.0%
AMCOR PLC 0.0%
Value ($000) $0 Shares 51 Est. Cost $8.71 Unrealized -3.1%
DASH DOORDASH INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.34 Unrealized +33.5%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $421.81 Unrealized 0.0%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $123.66 Unrealized -42.1%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $415.60 Unrealized +5.9%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $85.66 Unrealized +29.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $436.69 Unrealized +3.5%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $31.74 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $133.35 Unrealized 0.0%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $0 Shares 52 Est. Cost $38.46 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $48.84 Unrealized 0.0%
FMC FMC CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.47 Unrealized 0.0%
RVTY REVVITY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $95.91 Unrealized 0.0%
WOLFSPEED INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.60 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $196.08 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $163.17 Unrealized -19.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.38 Unrealized -3.8%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $118.40 Unrealized 0.0%
LEA LEAR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $122.82 Unrealized +2.7%
WERN WERNER ENTERPRISES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.17 Unrealized 0.0%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $0 Shares 14 Est. Cost $25.83 Unrealized 0.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.32 Unrealized +3.7%
UI UBIQUITI INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $121.81 Unrealized 0.0%
BRX BRIXMOR PPTY GROUP INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $23.28 Unrealized
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $0 Shares 8 Est. Cost $27.71 Unrealized +25.8%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $0 Shares 39 Est. Cost $8.45 Unrealized
WESTROCK CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.60 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $28.08 Unrealized -7.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $11.37 Unrealized +56.7%
STCE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 13 Est. Cost $31.77 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $291.65 Unrealized +30.1%
VIRT VIRTU FINL INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $18.45 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $22.64 Unrealized -76.8%
REG REGENCY CTRS CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.57 Unrealized 0.0%
MOS MOSAIC CO NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $33.10 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $74.47 Unrealized +8.4%
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $182.38 Unrealized +3.3%
COOPER COS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $379.00 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $0 Shares 57 Est. Cost $6.02 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $124.79 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.23 Unrealized 0.0%
AGCO AGCO CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $120.14 Unrealized -7.3%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.57 Unrealized -7.9%
CHWY CHEWY INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $41.96 Unrealized -53.0%
BIO BIO RAD LABS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $406.95 Unrealized -23.0%
CF CF INDS HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.56 Unrealized 0.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $247.05 Unrealized +2.8%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $0 Shares 16 Est. Cost $22.46 Unrealized -34.6%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $0 Shares 42 Est. Cost $9.64 Unrealized -51.4%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.93 Unrealized +23.9%
VERX VERTEX INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.63 Unrealized 0.0%
FDIG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.75 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.50 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.54 Unrealized -9.6%
PLURI INC 0.0%
Value ($000) $0 Shares 149 Est. Cost Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.31 Unrealized +66.4%
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $4.22 Unrealized -46.6%
ASPN ASPEN AEROGELS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $13.15 Unrealized -21.5%
2SEVENTY BIO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BLUEBIRD BIO INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.17 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized