GUARDIAN WEALTH ADVISORS, LLC / NC Diversified Active

CIK: 0001901403 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $658,025 (100.0% shares, 0.0% debt)

Holdings (440)

ACIO ETF SER SOLUTIONS 12.7%
Value ($000) $83,857 Shares 2,528,876 Est. Cost $29.82 Unrealized
DRSK ETF SER SOLUTIONS 6.9%
Value ($000) $45,474 Shares 1,804,523 Est. Cost $26.92 Unrealized
OSCV ETF SER SOLUTIONS 6.6%
Value ($000) $43,425 Shares 1,293,516 Est. Cost $30.41 Unrealized
SCHX SCHWAB STRATEGIC TR 6.0%
Value ($000) $39,524 Shares 700,785 Est. Cost $51.20 Unrealized
XHLF BONDBLOXX ETF TRUST 5.5%
Value ($000) $36,089 Shares 718,900 Est. Cost $50.21 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 3.3%
Value ($000) $21,651 Shares 393,786 Est. Cost $54.67 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 3.1%
Value ($000) $20,354 Shares 682,099 Est. Cost $26.67 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 3.0%
Value ($000) $19,418 Shares 375,802 Est. Cost $41.63 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $16,727 Shares 86,878 Est. Cost $152.97 Unrealized +19.5%
JCPB J P MORGAN EXCHANGE TRADED F 2.3%
Value ($000) $15,209 Shares 323,001 Est. Cost $44.81 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $13,088 Shares 34,805 Est. Cost $295.35 Unrealized +18.6%
VOO VANGUARD INDEX FDS 1.8%
Value ($000) $11,899 Shares 27,241 Est. Cost $421.44 Unrealized
DUBS ETF SER SOLUTIONS 1.7%
Value ($000) $11,489 Shares 430,085 Est. Cost $24.66 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $10,750 Shares 22,617 Est. Cost $366.96 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.3%
Value ($000) $8,283 Shares 289,196 Est. Cost $26.26 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $7,846 Shares 15,844 Est. Cost $23.01 Unrealized +101.3%
ONEQ FIDELITY COMWLTH TR 1.0%
Value ($000) $6,451 Shares 108,901 Est. Cost $51.99 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $6,149 Shares 122,408 Est. Cost $50.20 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $6,017 Shares 43,074 Est. Cost $110.36 Unrealized +20.8%
GSEW GOLDMAN SACHS ETF TR 0.9%
Value ($000) $5,931 Shares 88,436 Est. Cost $67.06 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $5,388 Shares 120,804 Est. Cost $42.13 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $5,119 Shares 33,692 Est. Cost $126.97 Unrealized +10.4%
AVGO BROADCOM INC 0.8%
Value ($000) $5,087 Shares 4,557 Est. Cost $56.79 Unrealized +62.4%
SPYM SPDR SER TR 0.8%
Value ($000) $5,031 Shares 89,997 Est. Cost $47.03 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $4,829 Shares 28,337 Est. Cost $144.24 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $4,648 Shares 58,070 Est. Cost $72.74 Unrealized
USFR WISDOMTREE TR 0.7%
Value ($000) $4,610 Shares 91,750 Est. Cost $50.24 Unrealized
XCEM COLUMBIA ETF TR II 0.7%
Value ($000) $4,563 Shares 150,737 Est. Cost $27.59 Unrealized
ADME ETF SER SOLUTIONS 0.6%
Value ($000) $4,134 Shares 107,557 Est. Cost $36.76 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $4,087 Shares 24,024 Est. Cost $128.85 Unrealized +12.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $3,826 Shares 10,726 Est. Cost $318.72 Unrealized +10.1%
INFL LISTED FD TR 0.5%
Value ($000) $3,498 Shares 111,150 Est. Cost $29.40 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $3,175 Shares 13,646 Est. Cost $233.35 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,119 Shares 5,924 Est. Cost $443.67 Unrealized +15.2%
TSLA TESLA INC 0.5%
Value ($000) $3,045 Shares 12,256 Est. Cost $279.33 Unrealized -14.9%
LLY ELI LILLY & CO 0.4%
Value ($000) $2,790 Shares 4,786 Est. Cost $313.29 Unrealized +83.6%
COWZ PACER FDS TR 0.4%
Value ($000) $2,630 Shares 50,595 Est. Cost $43.71 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.4%
Value ($000) $2,610 Shares 22,219 Est. Cost $112.61 Unrealized
V VISA INC 0.4%
Value ($000) $2,606 Shares 10,011 Est. Cost $209.68 Unrealized +15.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2,557 Shares 42,867 Est. Cost $59.73 Unrealized
IWB ISHARES TR 0.4%
Value ($000) $2,489 Shares 9,490 Est. Cost $255.45 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $2,482 Shares 6,585 Est. Cost $351.81 Unrealized
WMT WALMART INC 0.4%
Value ($000) $2,481 Shares 15,736 Est. Cost $47.40 Unrealized +9.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,353 Shares 16,056 Est. Cost $136.28 Unrealized +3.2%
DDEC FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $2,335 Shares 65,300 Est. Cost $30.61 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $2,163 Shares 10,513 Est. Cost $145.65 Unrealized +22.3%
EATON VANCE TAX-MANAGED DIVE 0.3%
Value ($000) $2,159 Shares 177,130 Est. Cost $11.33 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $2,076 Shares 3,479 Est. Cost $449.27 Unrealized +28.4%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $2,053 Shares 91,479 Est. Cost $23.30 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $2,042 Shares 97,758 Est. Cost $20.89 Unrealized
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $2,039 Shares 3,740 Est. Cost $439.67 Unrealized +15.5%
HD HOME DEPOT INC 0.3%
Value ($000) $1,984 Shares 5,724 Est. Cost $319.61 Unrealized -8.1%
CPRT COPART INC 0.3%
Value ($000) $1,939 Shares 39,574 Est. Cost $37.85 Unrealized +24.8%
VRIG INVESCO ACTIVELY MANAGED ETF 0.3%
Value ($000) $1,900 Shares 76,043 Est. Cost $25.01 Unrealized
FLOT ISHARES TR 0.3%
Value ($000) $1,900 Shares 37,461 Est. Cost $50.73 Unrealized
CHE CHEMED CORP NEW 0.3%
Value ($000) $1,782 Shares 3,047 Est. Cost $484.86 Unrealized +14.5%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $1,754 Shares 11,013 Est. Cost $125.77 Unrealized +14.0%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,720 Shares 7,966 Est. Cost $189.61 Unrealized -7.6%
SPYD SPDR SER TR 0.3%
Value ($000) $1,684 Shares 42,977 Est. Cost $39.72 Unrealized
TFC TRUIST FINL CORP 0.3%
Value ($000) $1,661 Shares 44,997 Est. Cost $40.75 Unrealized -30.8%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,633 Shares 10,351 Est. Cost $145.56 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,580 Shares 46,922 Est. Cost $35.73 Unrealized -22.7%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $1,518 Shares 95,299 Est. Cost $14.76 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,515 Shares 16,443 Est. Cost $72.98 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,489 Shares 2,255 Est. Cost $491.00 Unrealized +16.8%
OC OWENS CORNING NEW 0.2%
Value ($000) $1,483 Shares 10,005 Est. Cost $90.97 Unrealized +45.6%
PFE PFIZER INC 0.2%
Value ($000) $1,475 Shares 51,226 Est. Cost $40.78 Unrealized -35.3%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,399 Shares 8,925 Est. Cost $153.59 Unrealized -6.5%
AMLP ALPS ETF TR 0.2%
Value ($000) $1,362 Shares 32,029 Est. Cost $35.04 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,335 Shares 3,259 Est. Cost $343.86 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.2%
Value ($000) $1,333 Shares 165,036 Est. Cost $7.87 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,287 Shares 12,876 Est. Cost $79.30 Unrealized +23.1%
META META PLATFORMS INC 0.2%
Value ($000) $1,286 Shares 3,633 Est. Cost $281.84 Unrealized +14.7%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $1,248 Shares 8,047 Est. Cost $142.66 Unrealized +1.1%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,228 Shares 5,175 Est. Cost $227.20 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,210 Shares 7,808 Est. Cost $115.34 Unrealized +17.7%
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,205 Shares 26,154 Est. Cost $41.97 Unrealized
MOAT VANECK ETF TRUST 0.2%
Value ($000) $1,155 Shares 13,606 Est. Cost $76.57 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $1,148 Shares 40,675 Est. Cost $24.50 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,140 Shares 3,845 Est. Cost $233.17 Unrealized +10.9%
FSIG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,038 Shares 54,750 Est. Cost $18.70 Unrealized
CPHC CANTERBURY PK HLDG CORP 0.2%
Value ($000) $1,018 Shares 49,813 Est. Cost $21.07 Unrealized -10.1%
GOOG ALPHABET INC 0.2%
Value ($000) $997 Shares 7,072 Est. Cost $106.09 Unrealized +26.9%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $994 Shares 10,241 Est. Cost $94.06 Unrealized -10.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $985 Shares 6,606 Est. Cost $117.97 Unrealized +16.8%
LOW LOWES COS INC 0.1%
Value ($000) $984 Shares 4,422 Est. Cost $207.74 Unrealized -6.3%
GIS GENERAL MLS INC 0.1%
Value ($000) $961 Shares 14,753 Est. Cost $72.99 Unrealized -18.4%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $959 Shares 13,041 Est. Cost $83.94 Unrealized
SIXG ETF SER SOLUTIONS 0.1%
Value ($000) $956 Shares 26,671 Est. Cost $37.77 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $951 Shares 4,023 Est. Cost $226.37 Unrealized -11.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $940 Shares 6,502 Est. Cost $136.26 Unrealized -13.2%
PEP PEPSICO INC 0.1%
Value ($000) $939 Shares 5,527 Est. Cost $148.10 Unrealized +3.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $935 Shares 2,423 Est. Cost $289.72 Unrealized +9.7%
OILK PROSHARES TR 0.1%
Value ($000) $929 Shares 22,077 Est. Cost $44.76 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $901 Shares 42,342 Est. Cost $18.85 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $875 Shares 17,314 Est. Cost $48.37 Unrealized -0.8%
TFLO ISHARES TR 0.1%
Value ($000) $855 Shares 16,944 Est. Cost $50.45 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $851 Shares 7,805 Est. Cost $76.22 Unrealized +27.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $833 Shares 1,954 Est. Cost $345.66 Unrealized +14.9%
SO SOUTHERN CO 0.1%
Value ($000) $825 Shares 11,767 Est. Cost $61.23 Unrealized +4.1%
KO COCA COLA CO 0.1%
Value ($000) $810 Shares 13,737 Est. Cost $55.86 Unrealized -4.7%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $771 Shares 8,790 Est. Cost $92.10 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $759 Shares 1,639 Est. Cost $273.21 Unrealized +64.8%
CGSD CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $750 Shares 29,450 Est. Cost $25.19 Unrealized
FNV FRANCO NEV CORP 0.1%
Value ($000) $731 Shares 6,599 Est. Cost $133.24 Unrealized -10.5%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $725 Shares 4,920 Est. Cost $122.01 Unrealized -3.4%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $716 Shares 26,960 Est. Cost $26.57 Unrealized
BLACKROCK INC 0.1%
Value ($000) $693 Shares 854 Est. Cost $722.17 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $687 Shares 2,036 Est. Cost $283.64 Unrealized +5.1%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $687 Shares 2,521 Est. Cost $172.86 Unrealized +49.1%
ORCL ORACLE CORP 0.1%
Value ($000) $686 Shares 6,510 Est. Cost $94.52 Unrealized +12.9%
IWR ISHARES TR 0.1%
Value ($000) $680 Shares 8,751 Est. Cost $64.78 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $674 Shares 8,713 Est. Cost $78.03 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $660 Shares 1,880 Est. Cost $321.96 Unrealized -2.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $622 Shares 2,105 Est. Cost $194.37 Unrealized +29.3%
ABT ABBOTT LABS 0.1%
Value ($000) $604 Shares 5,483 Est. Cost $113.64 Unrealized -15.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $600 Shares 9,881 Est. Cost $71.60 Unrealized -25.3%
IXC ISHARES TR 0.1%
Value ($000) $591 Shares 15,100 Est. Cost $33.91 Unrealized
BNL BROADSTONE NET LEASE INC 0.1%
Value ($000) $590 Shares 34,248 Est. Cost $20.78 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $579 Shares 1,091 Est. Cost $574.07 Unrealized -16.3%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $560 Shares 3,325 Est. Cost $142.96 Unrealized
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $555 Shares 20,237 Est. Cost $24.90 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $552 Shares 3,403 Est. Cost $137.29 Unrealized +5.0%
FNB F N B CORP 0.1%
Value ($000) $548 Shares 39,806 Est. Cost $11.19 Unrealized -1.5%
IJH ISHARES TR 0.1%
Value ($000) $544 Shares 1,964 Est. Cost $268.31 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $544 Shares 5,377 Est. Cost $102.27 Unrealized -13.9%
GJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $537 Shares 16,735 Est. Cost $30.01 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $536 Shares 2,995 Est. Cost $149.69 Unrealized +8.5%
IEV ISHARES TR 0.1%
Value ($000) $533 Shares 10,084 Est. Cost $42.90 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $526 Shares 7,268 Est. Cost $58.82 Unrealized +9.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $510 Shares 4,398 Est. Cost $82.22 Unrealized +33.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $509 Shares 5,297 Est. Cost $74.53 Unrealized +23.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $507 Shares 1,118 Est. Cost $335.73 Unrealized +24.3%
TGT TARGET CORP 0.1%
Value ($000) $504 Shares 3,536 Est. Cost $166.11 Unrealized -32.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $501 Shares 2,674 Est. Cost $157.72 Unrealized -0.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $497 Shares 5,502 Est. Cost $102.20 Unrealized -15.7%
LAM RESEARCH CORP 0.1%
Value ($000) $488 Shares 623 Est. Cost $471.83 Unrealized
RGLD ROYAL GOLD INC 0.1%
Value ($000) $484 Shares 4,000 Est. Cost $127.70 Unrealized -11.5%
INTC INTEL CORP 0.1%
Value ($000) $478 Shares 9,508 Est. Cost $43.84 Unrealized -8.7%
AMGN AMGEN INC 0.1%
Value ($000) $460 Shares 1,597 Est. Cost $197.97 Unrealized +28.9%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $457 Shares 27,127 Est. Cost $20.21 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $457 Shares 2,950 Est. Cost $162.66 Unrealized -26.3%
CRM SALESFORCE INC 0.1%
Value ($000) $448 Shares 1,704 Est. Cost $206.65 Unrealized +8.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $448 Shares 2,137 Est. Cost $181.31 Unrealized -5.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $447 Shares 2,094 Est. Cost $193.33 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $446 Shares 3,485 Est. Cost $80.70 Unrealized +47.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $445 Shares 2,829 Est. Cost $160.18 Unrealized -16.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $437 Shares 2,989 Est. Cost $130.77 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $436 Shares 11,573 Est. Cost $38.50 Unrealized -19.5%
DHR DANAHER CORPORATION 0.1%
Value ($000) $432 Shares 1,866 Est. Cost $218.85 Unrealized -3.9%
MET METLIFE INC 0.1%
Value ($000) $427 Shares 6,460 Est. Cost $59.20 Unrealized -0.7%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $427 Shares 9,029 Est. Cost $58.64 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $424 Shares 6,024 Est. Cost $64.97 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $419 Shares 2,197 Est. Cost $163.58 Unrealized +1.9%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $418 Shares 1,029 Est. Cost $242.53 Unrealized +52.3%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $413 Shares 1,818 Est. Cost $201.05 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $411 Shares 850 Est. Cost $382.21 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $410 Shares 2,406 Est. Cost $151.00 Unrealized -3.6%
RTX RTX CORPORATION 0.1%
Value ($000) $407 Shares 4,836 Est. Cost $86.70 Unrealized -12.8%
NKE NIKE INC 0.1%
Value ($000) $404 Shares 3,723 Est. Cost $116.26 Unrealized -11.4%
SNPS SYNOPSYS INC 0.1%
Value ($000) $402 Shares 781 Est. Cost $325.00 Unrealized +57.3%
IXUS ISHARES TR 0.1%
Value ($000) $399 Shares 6,152 Est. Cost $60.34 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $396 Shares 964 Est. Cost $373.66 Unrealized +2.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $395 Shares 4,056 Est. Cost $84.50 Unrealized +4.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $391 Shares 4,947 Est. Cost $87.93 Unrealized -25.6%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $389 Shares 2,163 Est. Cost $160.81 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $384 Shares 7,335 Est. Cost $42.75 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $381 Shares 1,991 Est. Cost $183.22 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $374 Shares 1,283 Est. Cost $248.26 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $373 Shares 766 Est. Cost $38.47 Unrealized +13.5%
BA BOEING CO 0.1%
Value ($000) $371 Shares 1,423 Est. Cost $171.61 Unrealized +24.6%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $365 Shares 12,488 Est. Cost $23.32 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $357 Shares 3,798 Est. Cost $83.00 Unrealized +0.9%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $356 Shares 405 Est. Cost $638.29 Unrealized +28.3%
IMCV ISHARES TR 0.1%
Value ($000) $355 Shares 5,245 Est. Cost $62.02 Unrealized
CDW CDW CORP 0.1%
Value ($000) $351 Shares 1,544 Est. Cost $175.75 Unrealized +17.3%
NUE NUCOR CORP 0.1%
Value ($000) $347 Shares 1,995 Est. Cost $109.56 Unrealized +39.9%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $344 Shares 7,180 Est. Cost $40.12 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $343 Shares 2,081 Est. Cost $164.67 Unrealized
T AT&T INC 0.1%
Value ($000) $343 Shares 20,428 Est. Cost $15.33 Unrealized -7.3%
IXN ISHARES TR 0.1%
Value ($000) $338 Shares 4,952 Est. Cost $54.30 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $335 Shares 5,773 Est. Cost $57.99 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $330 Shares 650 Est. Cost $444.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $327 Shares 6,377 Est. Cost $51.49 Unrealized -8.7%
AFL AFLAC INC 0.0%
Value ($000) $325 Shares 3,942 Est. Cost $64.22 Unrealized +19.9%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $325 Shares 4,230 Est. Cost $74.13 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $316 Shares 6,423 Est. Cost $40.73 Unrealized +0.7%
DHI D R HORTON INC 0.0%
Value ($000) $313 Shares 2,058 Est. Cost $93.00 Unrealized +29.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $308 Shares 2,076 Est. Cost $89.61 Unrealized +58.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $307 Shares 3,935 Est. Cost $38.40 Unrealized +66.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $303 Shares 2,232 Est. Cost $210.06 Unrealized -44.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $302 Shares 527 Est. Cost $365.53 Unrealized +26.6%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $302 Shares 640 Est. Cost $451.83 Unrealized -1.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $291 Shares 1,064 Est. Cost $224.55 Unrealized +15.4%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $286 Shares 3,441 Est. Cost $77.51 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $281 Shares 3,287 Est. Cost $66.28 Unrealized +11.1%
NVS NOVARTIS AG 0.0%
Value ($000) $276 Shares 2,733 Est. Cost $92.71 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $275 Shares 3,395 Est. Cost $70.98 Unrealized +1.7%
EMC GLOBAL X FDS 0.0%
Value ($000) $275 Shares 10,826 Est. Cost $24.94 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $273 Shares 1,466 Est. Cost $185.29 Unrealized -4.1%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $271 Shares 191 Est. Cost $1145.50 Unrealized +21.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $270 Shares 2,883 Est. Cost $77.21 Unrealized +13.0%
IWF ISHARES TR 0.0%
Value ($000) $262 Shares 871 Est. Cost $227.62 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $258 Shares 1,049 Est. Cost $209.24 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $257 Shares 5,203 Est. Cost $54.88 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $256 Shares 1,214 Est. Cost $167.65 Unrealized +16.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $254 Shares 5,788 Est. Cost $37.80 Unrealized +6.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $254 Shares 1,550 Est. Cost $118.72 Unrealized +19.2%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $253 Shares 5,717 Est. Cost $27.35 Unrealized +12.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $252 Shares 1,083 Est. Cost $205.54 Unrealized +8.0%
MUB ISHARES TR 0.0%
Value ($000) $252 Shares 2,327 Est. Cost $106.54 Unrealized
REET ISHARES TR 0.0%
Value ($000) $249 Shares 10,315 Est. Cost $23.23 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $247 Shares 792 Est. Cost $240.47 Unrealized +11.7%
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $247 Shares 11,866 Est. Cost $20.11 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $247 Shares 6,867 Est. Cost $30.24 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $239 Shares 1,135 Est. Cost $175.00 Unrealized +2.8%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $238 Shares 6,348 Est. Cost $59.25 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $237 Shares 1,199 Est. Cost $172.86 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $235 Shares 390 Est. Cost $131.70 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $234 Shares 3,079 Est. Cost $74.86 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $234 Shares 2,844 Est. Cost $71.45 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $234 Shares 4,338 Est. Cost $40.31 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $233 Shares 1,084 Est. Cost $173.65 Unrealized +21.9%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $232 Shares 1,784 Est. Cost $122.15 Unrealized -2.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $231 Shares 1,942 Est. Cost $112.11 Unrealized -0.9%
XJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $230 Shares 7,165 Est. Cost $30.15 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $229 Shares 5,281 Est. Cost $38.77 Unrealized -14.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $228 Shares 1,776 Est. Cost $110.43 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $227 Shares 6,560 Est. Cost $29.06 Unrealized +6.2%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $224 Shares 621 Est. Cost $302.10 Unrealized +16.7%
DE DEERE & CO 0.0%
Value ($000) $221 Shares 552 Est. Cost $365.14 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $221 Shares 737 Est. Cost $280.01 Unrealized -1.8%
DEO DIAGEO PLC 0.0%
Value ($000) $218 Shares 1,496 Est. Cost $172.63 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $215 Shares 2,394 Est. Cost $89.79 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $211 Shares 3,115 Est. Cost $60.81 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $211 Shares 1,111 Est. Cost $170.44 Unrealized +9.7%
PIONEER NAT RES CO 0.0%
Value ($000) $210 Shares 932 Est. Cost $213.77 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $208 Shares 921 Est. Cost $213.74 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $208 Shares 11,764 Est. Cost $14.84 Unrealized +3.4%
C CITIGROUP INC 0.0%
Value ($000) $205 Shares 3,981 Est. Cost $41.35 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $204 Shares 326 Est. Cost $544.67 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $202 Shares 395 Est. Cost $432.06 Unrealized 0.0%
SPYG SPDR SER TR 0.0%
Value ($000) $199 Shares 3,053 Est. Cost $54.47 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $198 Shares 2,054 Est. Cost $95.34 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $196 Shares 8,500 Est. Cost $21.29 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $191 Shares 5,152 Est. Cost $38.95 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $174 Shares 3,124 Est. Cost $47.34 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $156 Shares 2,497 Est. Cost $57.67 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $156 Shares 2,070 Est. Cost $75.91 Unrealized
EUFN ISHARES TR 0.0%
Value ($000) $155 Shares 7,386 Est. Cost $18.90 Unrealized
IDUB ETF SER SOLUTIONS 0.0%
Value ($000) $150 Shares 7,512 Est. Cost $20.96 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $148 Shares 1,090 Est. Cost $132.92 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $148 Shares 1,670 Est. Cost $90.98 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $146 Shares 1,345 Est. Cost $109.80 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $144 Shares 301 Est. Cost $438.42 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $135 Shares 1,473 Est. Cost $91.39 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $132 Shares 6,444 Est. Cost $20.33 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $128 Shares 640 Est. Cost $213.16 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $128 Shares 3,631 Est. Cost $56.95 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $125 Shares 5,902 Est. Cost $25.72 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $121 Shares 1,581 Est. Cost $76.03 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $116 Shares 2,247 Est. Cost $45.12 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $113 Shares 924 Est. Cost $79.87 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $112 Shares 463 Est. Cost $281.45 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $110 Shares 1,571 Est. Cost $60.19 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $102 Shares 2,766 Est. Cost $33.02 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $101 Shares 2,520 Est. Cost $38.32 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $97 Shares 2,299 Est. Cost $37.94 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $94 Shares 232 Est. Cost $341.26 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $93 Shares 2,487 Est. Cost $31.77 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $89 Shares 2,807 Est. Cost $31.61 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $87 Shares 880 Est. Cost $97.97 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $87 Shares 501 Est. Cost $183.24 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $85 Shares 724 Est. Cost $119.01 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $83 Shares 1,873 Est. Cost $39.88 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $81 Shares 434 Est. Cost $200.71 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $75 Shares 1,076 Est. Cost $62.27 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $75 Shares 866 Est. Cost $67.66 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $73 Shares 900 Est. Cost $79.03 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $71 Shares 404 Est. Cost $122.57 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $70 Shares 858 Est. Cost $81.96 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $68 Shares 1,077 Est. Cost $71.27 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $66 Shares 877 Est. Cost $75.10 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $64 Shares 2,800 Est. Cost $22.42 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $61 Shares 1,479 Est. Cost $38.94 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $61 Shares 2,447 Est. Cost $24.86 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $48.43 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $59 Shares 44,399 Est. Cost $1.48 Unrealized -20.8%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $59 Shares 1,278 Est. Cost $44.59 Unrealized
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $59 Shares 500 Est. Cost $96.67 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $58 Shares 1,375 Est. Cost $39.76 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $58 Shares 191 Est. Cost $219.02 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $57 Shares 546 Est. Cost $78.75 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $56 Shares 952 Est. Cost $54.61 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $55 Shares 400 Est. Cost $139.18 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $55 Shares 704 Est. Cost $72.74 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $55 Shares 314 Est. Cost $175.98 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $54 Shares 283 Est. Cost $128.18 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $54 Shares 1,159 Est. Cost $46.63 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $53 Shares 1,032 Est. Cost $51.28 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $53 Shares 526 Est. Cost $79.85 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $53 Shares 580 Est. Cost $71.73 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $53 Shares 367 Est. Cost $145.18 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $52 Shares 704 Est. Cost $73.72 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $50 Shares 696 Est. Cost $74.01 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $49 Shares 195 Est. Cost $226.14 Unrealized
EFIV SPDR SER TR 0.0%
Value ($000) $48 Shares 1,041 Est. Cost $41.75 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $48 Shares 1,135 Est. Cost $37.40 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $47 Shares 406 Est. Cost $100.99 Unrealized
PTBD PACER FDS TR 0.0%
Value ($000) $44 Shares 2,155 Est. Cost $26.93 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $44 Shares 541 Est. Cost $81.53 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $44 Shares 2,119 Est. Cost $16.99 Unrealized
XRT SPDR SER TR 0.0%
Value ($000) $43 Shares 597 Est. Cost $60.59 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $43 Shares 673 Est. Cost $50.53 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $42 Shares 878 Est. Cost $49.25 Unrealized
MORT VANECK ETF TRUST 0.0%
Value ($000) $42 Shares 3,546 Est. Cost $11.30 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $42 Shares 709 Est. Cost $54.37 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $42 Shares 1,216 Est. Cost $34.36 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $41 Shares 163 Est. Cost $237.96 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $40 Shares 298 Est. Cost $120.00 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $40 Shares 1,910 Est. Cost $20.94 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $40 Shares 2,572 Est. Cost $15.13 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $40 Shares 402 Est. Cost $99.09 Unrealized
GFOF ETF SER SOLUTIONS 0.0%
Value ($000) $40 Shares 2,210 Est. Cost $7.58 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $39 Shares 599 Est. Cost $64.71 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $38 Shares 2,070 Est. Cost $18.46 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $38 Shares 455 Est. Cost $90.40 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $38 Shares 619 Est. Cost $61.37 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $37 Shares 1,968 Est. Cost $21.00 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $36 Shares 1,756 Est. Cost $12.11 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $33 Shares 638 Est. Cost $52.00 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $33 Shares 733 Est. Cost $46.59 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $33 Shares 1,484 Est. Cost $22.07 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $31 Shares 139 Est. Cost $220.67 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $31 Shares 425 Est. Cost $52.91 Unrealized
EMCB WISDOMTREE TR 0.0%
Value ($000) $30 Shares 475 Est. Cost $61.05 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $30 Shares 962 Est. Cost $32.90 Unrealized
KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $29 Shares 10,500 Est. Cost $3.24 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $28 Shares 2,400 Est. Cost $12.08 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $27 Shares 679 Est. Cost $44.32 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $25 Shares 903 Est. Cost $26.69 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $24 Shares 832 Est. Cost $28.83 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $24 Shares 326 Est. Cost $63.26 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $23 Shares 200 Est. Cost $117.22 Unrealized
RIGS ALPS ETF TR 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $22.71 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $23 Shares 322 Est. Cost $71.43 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 199 Est. Cost $105.33 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $22 Shares 126 Est. Cost $173.89 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $22 Shares 276 Est. Cost $79.22 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $22 Shares 173 Est. Cost $121.72 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $20 Shares 210 Est. Cost $78.42 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $20 Shares 148 Est. Cost $137.07 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $20 Shares 663 Est. Cost $42.98 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $19 Shares 379 Est. Cost $46.18 Unrealized
EVX VANECK ETF TRUST 0.0%
Value ($000) $18 Shares 120 Est. Cost $145.53 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 349 Est. Cost $49.85 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 86 Est. Cost $254.90 Unrealized
EUDG WISDOMTREE TR 0.0%
Value ($000) $18 Shares 559 Est. Cost $26.83 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $17 Shares 129 Est. Cost $114.75 Unrealized
FVC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $17 Shares 521 Est. Cost $37.80 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $17 Shares 1,088 Est. Cost $19.31 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $16 Shares 568 Est. Cost $29.02 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 254 Est. Cost $56.83 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 304 Est. Cost $49.62 Unrealized
SPTI SPDR SER TR 0.0%
Value ($000) $14 Shares 497 Est. Cost $28.56 Unrealized
PINEAPPLE ENERGY INC 0.0%
Value ($000) $14 Shares 23,773 Est. Cost $0.85 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $14 Shares 119 Est. Cost $117.13 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $14 Shares 312 Est. Cost $43.95 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 616 Est. Cost $21.10 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $14 Shares 250 Est. Cost $47.97 Unrealized
XT ISHARES TR 0.0%
Value ($000) $13 Shares 225 Est. Cost $59.87 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 241 Est. Cost $45.64 Unrealized
KOMP SPDR SER TR 0.0%
Value ($000) $13 Shares 280 Est. Cost $46.70 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 481 Est. Cost $25.50 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $13 Shares 470 Est. Cost $18.81 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $100.00 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 341 Est. Cost $32.26 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $12 Shares 133 Est. Cost $99.38 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 551 Est. Cost $20.45 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $10 Shares 369 Est. Cost $23.48 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $10 Shares 160 Est. Cost $60.43 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $9 Shares 192 Est. Cost $41.67 Unrealized
ROKT SPDR SER TR 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.00 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $9 Shares 293 Est. Cost $31.17 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $8 Shares 268 Est. Cost $32.35 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 180 Est. Cost $40.51 Unrealized
SDIV GLOBAL X FDS 0.0%
Value ($000) $8 Shares 360 Est. Cost $22.58 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $8 Shares 43 Est. Cost $177.96 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 225 Est. Cost $29.72 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $6 Shares 59 Est. Cost $67.80 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $6 Shares 25 Est. Cost $220.44 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.46 Unrealized 0.0%
IYLD ISHARES TR 0.0%
Value ($000) $5 Shares 261 Est. Cost $19.26 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $5 Shares 20 Est. Cost $300.00 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 290 Est. Cost $19.71 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 136 Est. Cost $29.41 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 20 Est. Cost $190.71 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $4 Shares 87 Est. Cost $40.89 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4 Shares 45 Est. Cost $71.44 Unrealized
SCHY SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 145 Est. Cost $24.59 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 71 Est. Cost $47.37 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3 Shares 95 Est. Cost $31.64 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $3 Shares 29 Est. Cost $106.67 Unrealized
PROSHARES TR 0.0%
Value ($000) $3 Shares 224 Est. Cost $21.28 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 23 Est. Cost $86.96 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $3 Shares 29 Est. Cost $94.51 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $82.79 Unrealized
OUSA ALPS ETF TR 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.00 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $2 Shares 24 Est. Cost $91.14 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
IFV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 90 Est. Cost $16.60 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 30 Est. Cost $44.44 Unrealized
IWL ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $115.08 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $46.08 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 14 Est. Cost $80.64 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $1 Shares 54 Est. Cost $23.38 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $114.00 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.23 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 40 Est. Cost $32.52 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $1 Shares 32 Est. Cost $30.03 Unrealized
PROSHARES TR 0.0%
Value ($000) $1 Shares 51 Est. Cost $20.00 Unrealized
MOO VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $86.86 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $1 Shares 1 Est. Cost $600.00 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.65 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 30 Est. Cost Unrealized
MBB ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.39 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 2 Est. Cost $161.94 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.03 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $45.73 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $95.50 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.63 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $108.33 Unrealized
IGLB ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.00 Unrealized