Pacific Center for Financial Services Diversified Active

CIK: 0001698222 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 20, 2024

Total Value ($000): $317,148 (100.0% shares, 0.0% debt)

Holdings (389)

QQQ INVESCO QQQ TR 13.1%
Value ($000) $41,584 Shares 101,543 Est. Cost $208.75 Unrealized
VUSB VANGUARD BD INDEX FDS 11.7%
Value ($000) $36,953 Shares 747,433 Est. Cost $49.38 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 10.8%
Value ($000) $34,206 Shares 622,149 Est. Cost $52.31 Unrealized
VTI VANGUARD INDEX FDS 9.9%
Value ($000) $31,282 Shares 131,870 Est. Cost $138.23 Unrealized
IJR ISHARES TR 7.7%
Value ($000) $24,526 Shares 226,568 Est. Cost $101.81 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 5.9%
Value ($000) $18,854 Shares 212,535 Est. Cost $88.71 Unrealized
VNQ VANGUARD INDEX FDS 4.5%
Value ($000) $14,181 Shares 160,491 Est. Cost $83.57 Unrealized
IJH ISHARES TR 3.5%
Value ($000) $11,035 Shares 39,816 Est. Cost $198.56 Unrealized
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $10,338 Shares 21,749 Est. Cost $467.73 Unrealized
USMV ISHARES TR 3.1%
Value ($000) $9,959 Shares 127,628 Est. Cost $55.94 Unrealized
MGK VANGUARD WORLD FD 2.9%
Value ($000) $9,050 Shares 34,875 Est. Cost $175.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.2%
Value ($000) $7,072 Shares 13,938 Est. Cost $302.44 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $5,843 Shares 30,350 Est. Cost $94.59 Unrealized +93.3%
SPLV INVESCO EXCH TRADED FD TR II 1.3%
Value ($000) $4,273 Shares 68,201 Est. Cost $51.82 Unrealized
VO VANGUARD INDEX FDS 1.3%
Value ($000) $4,185 Shares 17,989 Est. Cost $132.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,895 Shares 8,117 Est. Cost $250.91 Unrealized +39.9%
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $2,890 Shares 25,889 Est. Cost $89.69 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,257 Shares 15,130 Est. Cost $83.18 Unrealized +65.7%
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,100 Shares 52,425 Est. Cost $40.90 Unrealized
VXF VANGUARD INDEX FDS 0.6%
Value ($000) $1,891 Shares 11,503 Est. Cost $127.07 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,566 Shares 4,165 Est. Cost $151.18 Unrealized +131.8%
V VISA INC 0.4%
Value ($000) $1,200 Shares 4,607 Est. Cost $168.41 Unrealized +44.1%
IHI ISHARES TR 0.4%
Value ($000) $1,162 Shares 21,531 Est. Cost $96.59 Unrealized
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $1,098 Shares 18,936 Est. Cost $52.48 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,074 Shares 21,821 Est. Cost $35.74 Unrealized +14.8%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,065 Shares 2,151 Est. Cost $21.66 Unrealized +113.8%
T AT&T INC 0.3%
Value ($000) $849 Shares 50,617 Est. Cost $15.40 Unrealized -7.7%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $849 Shares 6,222 Est. Cost $129.27 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $814 Shares 3,246 Est. Cost $206.82 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $786 Shares 20,968 Est. Cost $54.15 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $770 Shares 23,860 Est. Cost $48.99 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $711 Shares 4,678 Est. Cost $125.35 Unrealized +11.8%
GOOG ALPHABET INC 0.2%
Value ($000) $682 Shares 4,840 Est. Cost $109.57 Unrealized +22.9%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $572 Shares 1,310 Est. Cost $335.98 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $566 Shares 9,324 Est. Cost $61.08 Unrealized -12.5%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $557 Shares 3,277 Est. Cost $86.90 Unrealized +66.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $549 Shares 5,491 Est. Cost $59.24 Unrealized +64.7%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $545 Shares 825 Est. Cost $233.82 Unrealized +145.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $529 Shares 5,858 Est. Cost $93.64 Unrealized -7.9%
ASML ASML HOLDING N V 0.2%
Value ($000) $504 Shares 666 Est. Cost $111.95 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $499 Shares 2,611 Est. Cost $139.11 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $467 Shares 3,340 Est. Cost $106.62 Unrealized +25.1%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $458 Shares 3,126 Est. Cost $77.24 Unrealized +82.0%
EFAV ISHARES TR 0.1%
Value ($000) $439 Shares 6,331 Est. Cost $63.87 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $438 Shares 1,161 Est. Cost $202.19 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $433 Shares 4,305 Est. Cost $93.01 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $420 Shares 15,023 Est. Cost $29.05 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $410 Shares 713 Est. Cost $459.19 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $401 Shares 2,588 Est. Cost $99.64 Unrealized +36.2%
XBI SPDR SER TR 0.1%
Value ($000) $379 Shares 4,241 Est. Cost $74.40 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $372 Shares 2,186 Est. Cost $136.68 Unrealized
CPRT COPART INC 0.1%
Value ($000) $371 Shares 7,580 Est. Cost $37.28 Unrealized +26.7%
KO COCA COLA CO 0.1%
Value ($000) $362 Shares 6,148 Est. Cost $31.38 Unrealized +69.7%
DLB DOLBY LABORATORIES INC 0.1%
Value ($000) $356 Shares 4,131 Est. Cost $70.16 Unrealized +15.3%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $345 Shares 2,657 Est. Cost $47.35 Unrealized +152.1%
AVT AVNET INC 0.1%
Value ($000) $335 Shares 6,640 Est. Cost $38.43 Unrealized +17.0%
PSA PUBLIC STORAGE 0.1%
Value ($000) $326 Shares 1,068 Est. Cost $156.87 Unrealized +54.8%
ICSH ISHARES TR 0.1%
Value ($000) $312 Shares 6,191 Est. Cost $50.26 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $308 Shares 1,469 Est. Cost $92.61 Unrealized +86.1%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $305 Shares 17,312 Est. Cost $12.39 Unrealized +23.8%
META META PLATFORMS INC 0.1%
Value ($000) $289 Shares 816 Est. Cost $195.49 Unrealized +65.4%
DVY ISHARES TR 0.1%
Value ($000) $287 Shares 2,450 Est. Cost $93.97 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $286 Shares 6,519 Est. Cost $33.30 Unrealized +20.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $265 Shares 5,237 Est. Cost $39.66 Unrealized +21.0%
SHV ISHARES TR 0.1%
Value ($000) $258 Shares 2,340 Est. Cost $110.05 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $258 Shares 1,777 Est. Cost $149.00 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $248 Shares 4,658 Est. Cost $48.92 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $248 Shares 1,286 Est. Cost $145.10 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $244 Shares 1,556 Est. Cost $138.96 Unrealized +3.3%
SPYX SPDR SER TR 0.1%
Value ($000) $243 Shares 6,268 Est. Cost $46.39 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $234 Shares 445 Est. Cost $389.44 Unrealized +31.3%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $234 Shares 3,072 Est. Cost $64.38 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $226 Shares 6,006 Est. Cost $36.29 Unrealized -14.6%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $226 Shares 1,773 Est. Cost $54.28 Unrealized +68.5%
SSD SIMPSON MFG INC 0.1%
Value ($000) $219 Shares 1,105 Est. Cost $106.78 Unrealized +46.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $208 Shares 6,184 Est. Cost $18.79 Unrealized +46.9%
IWF ISHARES TR 0.1%
Value ($000) $204 Shares 673 Est. Cost $244.33 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $199 Shares 673 Est. Cost $145.84 Unrealized +72.3%
HD HOME DEPOT INC 0.1%
Value ($000) $199 Shares 574 Est. Cost $197.85 Unrealized +48.5%
DOW DOW INC 0.1%
Value ($000) $196 Shares 3,565 Est. Cost $49.97 Unrealized -10.6%
LIN LINDE PLC 0.1%
Value ($000) $195 Shares 474 Est. Cost $322.30 Unrealized +19.0%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $192 Shares 708 Est. Cost $230.23 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $190 Shares 2,472 Est. Cost $80.69 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $190 Shares 3,695 Est. Cost $50.14 Unrealized -17.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $182 Shares 2,000 Est. Cost $52.05 Unrealized +59.6%
REZ ISHARES TR 0.1%
Value ($000) $180 Shares 2,455 Est. Cost $66.12 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $177 Shares 50 Est. Cost $2296.54 Unrealized +33.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $174 Shares 407 Est. Cost $318.56 Unrealized +24.7%
SHY ISHARES TR 0.1%
Value ($000) $173 Shares 2,108 Est. Cost $81.38 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $172 Shares 630 Est. Cost $235.41 Unrealized
BANF BANCFIRST CORP 0.1%
Value ($000) $170 Shares 1,750 Est. Cost $38.34 Unrealized +119.8%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $170 Shares 1,012 Est. Cost $123.52 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $160 Shares 346 Est. Cost $416.71 Unrealized +8.1%
ORCL ORACLE CORP 0.1%
Value ($000) $159 Shares 1,510 Est. Cost $40.27 Unrealized +165.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $148 Shares 1,825 Est. Cost $45.29 Unrealized +58.4%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $147 Shares 1,900 Est. Cost $78.07 Unrealized -16.5%
NFLX NETFLIX INC 0.0%
Value ($000) $146 Shares 299 Est. Cost $46.21 Unrealized -5.5%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $145 Shares 4,107 Est. Cost $49.12 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $144 Shares 1,038 Est. Cost $59.76 Unrealized +103.7%
SNAP SNAP INC 0.0%
Value ($000) $143 Shares 8,443 Est. Cost $22.80 Unrealized -46.2%
MINT PIMCO ETF TR 0.0%
Value ($000) $143 Shares 1,430 Est. Cost $101.31 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $142 Shares 406 Est. Cost $175.13 Unrealized +78.5%
TGT TARGET CORP 0.0%
Value ($000) $142 Shares 1,000 Est. Cost $90.51 Unrealized +24.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $141 Shares 2,757 Est. Cost $41.71 Unrealized +12.7%
WMT WALMART INC 0.0%
Value ($000) $141 Shares 897 Est. Cost $41.20 Unrealized +25.3%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $139 Shares 8,750 Est. Cost $10.17 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $135 Shares 2,136 Est. Cost $68.37 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $134 Shares 1,226 Est. Cost $49.00 Unrealized +97.5%
PGJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $132 Shares 5,080 Est. Cost $41.85 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $132 Shares 854 Est. Cost $155.35 Unrealized -7.6%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $126 Shares 918 Est. Cost $106.75 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $125 Shares 4,335 Est. Cost $23.35 Unrealized +13.0%
UNP UNION PAC CORP 0.0%
Value ($000) $125 Shares 507 Est. Cost $172.68 Unrealized +21.2%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $124 Shares 257 Est. Cost $120.62 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $123 Shares 2,208 Est. Cost $59.30 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $122 Shares 1,220 Est. Cost $76.83 Unrealized
BA BOEING CO 0.0%
Value ($000) $121 Shares 464 Est. Cost $206.54 Unrealized +3.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $119 Shares 558 Est. Cost $153.68 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $117 Shares 585 Est. Cost $159.25 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $116 Shares 900 Est. Cost $123.69 Unrealized -11.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $114 Shares 50 Est. Cost $7.89 Unrealized +427.4%
STOT SSGA ACTIVE TR 0.0%
Value ($000) $113 Shares 2,406 Est. Cost $49.36 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $112 Shares 377 Est. Cost $138.85 Unrealized +86.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $111 Shares 475 Est. Cost $146.10 Unrealized +52.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $108 Shares 746 Est. Cost $98.64 Unrealized +20.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $108 Shares 9,450 Est. Cost $18.08 Unrealized -40.3%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $106 Shares 2,842 Est. Cost $31.67 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $101 Shares 920 Est. Cost $60.37 Unrealized +57.2%
AOM ISHARES TR 0.0%
Value ($000) $99 Shares 2,391 Est. Cost $35.69 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $99 Shares 500 Est. Cost $177.30 Unrealized -0.8%
USB US BANCORP DEL 0.0%
Value ($000) $95 Shares 2,188 Est. Cost $36.16 Unrealized -8.4%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $94 Shares 1,538 Est. Cost $33.32 Unrealized
SRE SEMPRA 0.0%
Value ($000) $92 Shares 1,228 Est. Cost $48.03 Unrealized +39.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $92 Shares 524 Est. Cost $127.05 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $89 Shares 1,779 Est. Cost $29.17 Unrealized +37.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $88 Shares 908 Est. Cost $60.70 Unrealized +45.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $84 Shares 450 Est. Cost $60.98 Unrealized +157.4%
HPQ HP INC 0.0%
Value ($000) $84 Shares 2,784 Est. Cost $27.00 Unrealized -4.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $82 Shares 590 Est. Cost $125.44 Unrealized -6.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $79 Shares 845 Est. Cost $58.12 Unrealized +44.0%
ITOT ISHARES TR 0.0%
Value ($000) $79 Shares 747 Est. Cost $82.13 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $78 Shares 286 Est. Cost $336.52 Unrealized -32.2%
FAST FASTENAL CO 0.0%
Value ($000) $78 Shares 1,200 Est. Cost $26.81 Unrealized +7.0%
AMGN AMGEN INC 0.0%
Value ($000) $75 Shares 262 Est. Cost $189.90 Unrealized +34.3%
IWB ISHARES TR 0.0%
Value ($000) $75 Shares 286 Est. Cost $136.36 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $71 Shares 422 Est. Cost $151.84 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $70 Shares 392 Est. Cost $106.26 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $70 Shares 758 Est. Cost $70.48 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $70 Shares 1,732 Est. Cost $33.97 Unrealized +2.4%
IBB ISHARES TR 0.0%
Value ($000) $70 Shares 512 Est. Cost $132.09 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $68 Shares 7,838 Est. Cost $21.41 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $66 Shares 418 Est. Cost $133.58 Unrealized +0.5%
DCI DONALDSON INC 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $59.51 Unrealized -1.2%
PCG PG&E CORP 0.0%
Value ($000) $65 Shares 3,596 Est. Cost $42.83 Unrealized -61.0%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $64 Shares 1,852 Est. Cost $32.90 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $64 Shares 1,221 Est. Cost $37.16 Unrealized +17.5%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $63 Shares 757 Est. Cost $75.69 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $62 Shares 598 Est. Cost $17.07 Unrealized +389.7%
VFVA VANGUARD WELLINGTON FD 0.0%
Value ($000) $60 Shares 537 Est. Cost $106.40 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $58 Shares 2,000 Est. Cost $28.29 Unrealized -12.6%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $58 Shares 506 Est. Cost $70.40 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $57 Shares 750 Est. Cost $41.24 Unrealized +53.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $54 Shares 744 Est. Cost $36.97 Unrealized +74.0%
COMB GRANITESHARES ETF TR 0.0%
Value ($000) $53 Shares 2,718 Est. Cost $29.78 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $51 Shares 312 Est. Cost $101.49 Unrealized +39.4%
ESGD ISHARES TR 0.0%
Value ($000) $51 Shares 673 Est. Cost $68.97 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $50 Shares 1,975 Est. Cost $31.60 Unrealized
NKE NIKE INC 0.0%
Value ($000) $50 Shares 461 Est. Cost $54.25 Unrealized +89.9%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $50 Shares 277 Est. Cost $111.91 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $50 Shares 517 Est. Cost $78.18 Unrealized +17.9%
ICLN ISHARES TR 0.0%
Value ($000) $48 Shares 3,111 Est. Cost $21.95 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $48 Shares 184 Est. Cost $252.12 Unrealized -11.3%
MMM 3M CO 0.0%
Value ($000) $47 Shares 433 Est. Cost $108.93 Unrealized -30.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $47 Shares 2,784 Est. Cost $12.32 Unrealized +24.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $47 Shares 1,256 Est. Cost $28.52 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $47 Shares 581 Est. Cost $57.28 Unrealized +26.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $47 Shares 295 Est. Cost $159.93 Unrealized -15.1%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $46 Shares 1,500 Est. Cost $70.34 Unrealized -63.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $45 Shares 588 Est. Cost $71.08 Unrealized -1.8%
HLAL LISTED FD TR 0.0%
Value ($000) $44 Shares 978 Est. Cost $34.98 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $44 Shares 261 Est. Cost $122.01 Unrealized +26.0%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $44 Shares 736 Est. Cost $58.42 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $41 Shares 370 Est. Cost $36.93 Unrealized +160.2%
F FORD MTR CO DEL 0.0%
Value ($000) $41 Shares 3,324 Est. Cost $6.88 Unrealized +40.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $39 Shares 102 Est. Cost $247.77 Unrealized +28.2%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $39 Shares 500 Est. Cost $206.65 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $37 Shares 433 Est. Cost $69.20 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $37 Shares 196 Est. Cost $161.88 Unrealized +9.8%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $36 Shares 146 Est. Cost $205.88 Unrealized -1.3%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $36 Shares 500 Est. Cost $52.24 Unrealized +28.6%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $35 Shares 600 Est. Cost $52.43 Unrealized -1.4%
IWR ISHARES TR 0.0%
Value ($000) $35 Shares 448 Est. Cost $79.80 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.84 Unrealized -9.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $34 Shares 328 Est. Cost $88.48 Unrealized -2.1%
FUL FULLER H B CO 0.0%
Value ($000) $33 Shares 400 Est. Cost $68.23 Unrealized +4.9%
FXI ISHARES TR 0.0%
Value ($000) $32 Shares 1,341 Est. Cost $35.05 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $32 Shares 789 Est. Cost $39.35 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $32 Shares 439 Est. Cost $54.99 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $31 Shares 598 Est. Cost $40.03 Unrealized +14.7%
SMMV ISHARES TR 0.0%
Value ($000) $30 Shares 834 Est. Cost $33.67 Unrealized
CARZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $29 Shares 518 Est. Cost $39.90 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $102.22 Unrealized +15.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $29 Shares 451 Est. Cost $54.14 Unrealized +10.0%
LQD ISHARES TR 0.0%
Value ($000) $29 Shares 265 Est. Cost $118.94 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $28 Shares 270 Est. Cost $85.80 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $28 Shares 1,050 Est. Cost $26.67 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $138.94 Unrealized +71.4%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $27 Shares 560 Est. Cost $44.67 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $26 Shares 1,920 Est. Cost $13.02 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $26 Shares 136 Est. Cost $151.71 Unrealized +23.2%
IWC ISHARES TR 0.0%
Value ($000) $25 Shares 218 Est. Cost $122.78 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $22.50 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $25 Shares 1,692 Est. Cost $13.30 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $25 Shares 459 Est. Cost $35.96 Unrealized +41.1%
IJJ ISHARES TR 0.0%
Value ($000) $25 Shares 220 Est. Cost $93.32 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $25 Shares 1,174 Est. Cost $12.59 Unrealized +35.1%
CSX CSX CORP 0.0%
Value ($000) $25 Shares 720 Est. Cost $23.94 Unrealized +28.9%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $25 Shares 184 Est. Cost $136.67 Unrealized -11.8%
IJK ISHARES TR 0.0%
Value ($000) $24 Shares 308 Est. Cost $85.63 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $24 Shares 110 Est. Cost $12.32 Unrealized +219.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $24 Shares 350 Est. Cost $28.57 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $51.02 Unrealized -21.3%
SNA SNAP ON INC 0.0%
Value ($000) $23 Shares 80 Est. Cost $129.99 Unrealized +96.1%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $23 Shares 50 Est. Cost $118.35 Unrealized +244.0%
VFMF VANGUARD WELLINGTON FD 0.0%
Value ($000) $22 Shares 194 Est. Cost $81.77 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 693 Est. Cost $42.72 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $20 Shares 236 Est. Cost $84.61 Unrealized
DE DEERE & CO 0.0%
Value ($000) $20 Shares 50 Est. Cost $81.42 Unrealized +348.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $20 Shares 250 Est. Cost $57.61 Unrealized +13.5%
IDNA ISHARES TR 0.0%
Value ($000) $20 Shares 849 Est. Cost $48.32 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $19 Shares 187 Est. Cost $101.60 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $19 Shares 314 Est. Cost $30.56 Unrealized +87.4%
IUSV ISHARES TR 0.0%
Value ($000) $19 Shares 222 Est. Cost $72.07 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $18 Shares 140 Est. Cost $60.77 Unrealized +97.5%
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $18 Shares 390 Est. Cost $41.85 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $18 Shares 71 Est. Cost $296.43 Unrealized -17.1%
SLV ISHARES SILVER TR 0.0%
Value ($000) $18 Shares 842 Est. Cost $17.48 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $18 Shares 220 Est. Cost $34.91 Unrealized +120.6%
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $18 Shares 850 Est. Cost $35.29 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $18 Shares 817 Est. Cost $17.46 Unrealized +10.0%
RTX RTX CORPORATION 0.0%
Value ($000) $18 Shares 213 Est. Cost $56.13 Unrealized +34.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $18 Shares 945 Est. Cost $27.52 Unrealized -47.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $17 Shares 112 Est. Cost $34.23 Unrealized +314.8%
DEO DIAGEO PLC 0.0%
Value ($000) $16 Shares 113 Est. Cost $106.19 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $16 Shares 360 Est. Cost $45.29 Unrealized -6.4%
THRM GENTHERM INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $58.05 Unrealized -15.8%
EIX EDISON INTL 0.0%
Value ($000) $16 Shares 218 Est. Cost $48.33 Unrealized +23.1%
ADBE ADOBE INC 0.0%
Value ($000) $16 Shares 26 Est. Cost $236.62 Unrealized +143.8%
IVV ISHARES TR 0.0%
Value ($000) $15 Shares 32 Est. Cost $439.79 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $15 Shares 282 Est. Cost $28.37 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $15 Shares 70 Est. Cost $86.33 Unrealized +102.9%
BAX BAXTER INTL INC 0.0%
Value ($000) $14 Shares 371 Est. Cost $48.56 Unrealized -30.8%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 46 Est. Cost $326.09 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $14 Shares 269 Est. Cost $57.76 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $14 Shares 280 Est. Cost $16.08 Unrealized +160.6%
AVGO BROADCOM INC 0.0%
Value ($000) $13 Shares 12 Est. Cost $52.39 Unrealized +76.0%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $13 Shares 200 Est. Cost $27.17 Unrealized +111.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $68.75 Unrealized +52.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $13 Shares 183 Est. Cost $57.97 Unrealized +4.1%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $13 Shares 56 Est. Cost $161.92 Unrealized +22.6%
PAVE GLOBAL X FDS 0.0%
Value ($000) $13 Shares 365 Est. Cost $27.31 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $13 Shares 92 Est. Cost $219.04 Unrealized -47.1%
NVS NOVARTIS AG 0.0%
Value ($000) $12 Shares 123 Est. Cost $72.00 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $12 Shares 505 Est. Cost $22.03 Unrealized -2.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $12 Shares 350 Est. Cost $17.29 Unrealized +47.7%
ROKU ROKU INC 0.0%
Value ($000) $12 Shares 130 Est. Cost $141.00 Unrealized -40.7%
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $12 Shares 1,198 Est. Cost $10.85 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 219 Est. Cost $102.16 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 123 Est. Cost $82.64 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $11 Shares 284 Est. Cost $36.31 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $11 Shares 89 Est. Cost $147.92 Unrealized -35.3%
ARKG ARK ETF TR 0.0%
Value ($000) $11 Shares 332 Est. Cost $72.11 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $11 Shares 116 Est. Cost $39.56 Unrealized +120.6%
WABC WESTAMERICA BANCORPORATION 0.0%
Value ($000) $11 Shares 190 Est. Cost $52.96 Unrealized -14.1%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 48 Est. Cost $125.00 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 195 Est. Cost $53.68 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 643 Est. Cost $30.69 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 372 Est. Cost $27.09 Unrealized
LL FLOORING HOLDINGS INC 0.0%
Value ($000) $10 Shares 2,544 Est. Cost $3.83 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $10 Shares 2,600 Est. Cost $3.62 Unrealized -1.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $9 Shares 64 Est. Cost $189.62 Unrealized -32.9%
KR KROGER CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $21.37 Unrealized +98.3%
ARTY ISHARES TR 0.0%
Value ($000) $9 Shares 259 Est. Cost $40.22 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $9 Shares 2,278 Est. Cost $8.29 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $9 Shares 49 Est. Cost $110.16 Unrealized +47.5%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $9 Shares 110 Est. Cost $60.97 Unrealized +23.4%
APARTMENT INCOME REIT CORP 0.0%
Value ($000) $9 Shares 247 Est. Cost $36.44 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $8 Shares 239 Est. Cost $46.50 Unrealized -34.8%
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 33 Est. Cost $173.08 Unrealized +40.0%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 52 Est. Cost $96.15 Unrealized
INDY ISHARES TR 0.0%
Value ($000) $8 Shares 166 Est. Cost $30.12 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $8 Shares 220 Est. Cost $31.25 Unrealized +2.3%
SPYG SPDR SER TR 0.0%
Value ($000) $8 Shares 120 Est. Cost $50.24 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $8 Shares 81 Est. Cost $79.53 Unrealized +0.4%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 257 Est. Cost $94.59 Unrealized
SIMS SPDR SER TR 0.0%
Value ($000) $8 Shares 221 Est. Cost $46.42 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $81.24 Unrealized -23.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $7 Shares 50 Est. Cost $118.01 Unrealized +8.9%
EFA ISHARES TR 0.0%
Value ($000) $7 Shares 89 Est. Cost $57.75 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $7 Shares 136 Est. Cost $25.02 Unrealized +86.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $165.57 Unrealized -29.6%
RY ROYAL BK CDA 0.0%
Value ($000) $6 Shares 60 Est. Cost $69.90 Unrealized +26.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $6 Shares 51 Est. Cost $89.94 Unrealized +22.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $6 Shares 210 Est. Cost $40.64 Unrealized -47.7%
MBC MASTERBRAND INC 0.0%
Value ($000) $6 Shares 375 Est. Cost $8.82 Unrealized +45.4%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $5 Shares 123 Est. Cost $26.06 Unrealized +50.6%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $5 Shares 239 Est. Cost $27.49 Unrealized -19.1%
MET METLIFE INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $34.82 Unrealized +68.8%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $27.19 Unrealized +6.7%
PPL PPL CORP 0.0%
Value ($000) $5 Shares 190 Est. Cost $23.47 Unrealized +0.4%
XOP SPDR SER TR 0.0%
Value ($000) $5 Shares 37 Est. Cost $34.21 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $5 Shares 81 Est. Cost $87.36 Unrealized -37.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $5 Shares 48 Est. Cost $87.97 Unrealized
NTCT NETSCOUT SYS INC 0.0%
Value ($000) $5 Shares 220 Est. Cost $30.68 Unrealized -26.9%
ARKK ARK ETF TR 0.0%
Value ($000) $5 Shares 91 Est. Cost $98.30 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $5 Shares 46 Est. Cost $33.59 Unrealized +29.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $24.16 Unrealized +182.5%
NORDSTROM INC 0.0%
Value ($000) $4 Shares 236 Est. Cost $49.13 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $4 Shares 110 Est. Cost $45.04 Unrealized -26.6%
GSK GSK PLC 0.0%
Value ($000) $4 Shares 115 Est. Cost $26.09 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $4 Shares 659 Est. Cost $16.69 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $330.82 Unrealized +45.3%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $4 Shares 80 Est. Cost $40.87 Unrealized -14.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $4 Shares 18 Est. Cost $66.37 Unrealized +216.9%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $4 Shares 132 Est. Cost $37.88 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.82 Unrealized -4.0%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.05 Unrealized
CHGG CHEGG INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $62.60 Unrealized -84.8%
JUNIPER NETWORKS INC 0.0%
Value ($000) $3 Shares 114 Est. Cost $26.32 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $3 Shares 11 Est. Cost $103.92 Unrealized +164.5%
INVA INNOVIVA INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.71 Unrealized +10.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 81 Est. Cost $53.72 Unrealized -43.5%
SNY SANOFI 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.85 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $103.67 Unrealized -14.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $3 Shares 50 Est. Cost $17.13 Unrealized +200.9%
MARATHON OIL CORP 0.0%
Value ($000) $3 Shares 112 Est. Cost $17.86 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $52.64 Unrealized +81.8%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $148.94 Unrealized -16.2%
MRNA MODERNA INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $368.80 Unrealized -77.2%
PARAMOUNT GLOBAL 0.0%
Value ($000) $2 Shares 161 Est. Cost $21.24 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $32.84 Unrealized -42.7%
VFC V F CORP 0.0%
Value ($000) $2 Shares 120 Est. Cost $51.86 Unrealized -66.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.48 Unrealized +69.0%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $2 Shares 25 Est. Cost $185.43 Unrealized -61.9%
CDC VICTORY PORTFOLIOS II 0.0%
Value ($000) $2 Shares 35 Est. Cost $71.27 Unrealized
AIV APARTMENT INVT & MGMT CO 0.0%
Value ($000) $2 Shares 247 Est. Cost $4.05 Unrealized
ALC ALCON AG 0.0%
Value ($000) $2 Shares 24 Est. Cost $75.98 Unrealized -3.4%
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 42 Est. Cost $32.49 Unrealized +38.4%
AI C3 AI INC 0.0%
Value ($000) $2 Shares 62 Est. Cost $40.49 Unrealized -32.1%
BP BP PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.37 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $2 Shares 122 Est. Cost $26.93 Unrealized -54.2%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 85 Est. Cost $21.34 Unrealized -23.3%
GAP GAP INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.04 Unrealized -34.4%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $47.92 Unrealized -17.9%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $1 Shares 95 Est. Cost $27.78 Unrealized -53.8%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 47 Est. Cost $34.02 Unrealized
M MACYS INC 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.65 Unrealized -18.0%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 144 Est. Cost $6.94 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $14.73 Unrealized +32.1%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1 Shares 3 Est. Cost $350.86 Unrealized +16.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.69 Unrealized -3.4%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.31 Unrealized +66.4%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.28 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 231 Est. Cost $4.62 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 6 Est. Cost $86.77 Unrealized +28.7%
BYND BEYOND MEAT INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $98.85 Unrealized -92.1%
BROS DUTCH BROS INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.51 Unrealized -42.7%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $1 Shares 42 Est. Cost $21.82 Unrealized -26.9%
FTV FORTIVE CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $31.86 Unrealized +64.0%
TBPH THERAVANCE BIOPHARMA INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.73 Unrealized -46.3%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $1 Shares 21 Est. Cost $22.89 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 51 Est. Cost $6.62 Unrealized +16.6%
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $73.75 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.56 Unrealized +6.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 201 Est. Cost $12.03 Unrealized -88.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.59 Unrealized -20.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.47 Unrealized +28.8%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.05 Unrealized -8.1%
ADEA ADEIA INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $9.49 Unrealized -1.7%
AEG AEGON LTD 0.0%
Value ($000) $0 Shares 36 Est. Cost $5.78 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DMTKQ DERMTECH INC 0.0%
Value ($000) $0 Shares 109 Est. Cost $18.35 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.29 Unrealized -16.1%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $13.33 Unrealized -34.8%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.19 Unrealized +4.3%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.51 Unrealized -15.6%
XPER XPERI INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.33 Unrealized -58.7%
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $2.96 Unrealized +6.8%
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.55 Unrealized -82.4%