GUARDIAN WEALTH ADVISORS, LLC / NC Diversified Active

CIK: 0001901403 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $855,078 (100.0% shares, 0.0% debt)

Holdings (438)

ACIO ETF SER SOLUTIONS 11.9%
Value ($000) $102,005 Shares 2,710,739 Est. Cost $30.29 Unrealized
DRSK ETF SER SOLUTIONS 6.8%
Value ($000) $58,110 Shares 2,149,847 Est. Cost $26.90 Unrealized
JUCY ETF SER SOLUTIONS 6.0%
Value ($000) $50,879 Shares 2,199,698 Est. Cost $23.37 Unrealized
SCHX SCHWAB STRATEGIC TR 5.7%
Value ($000) $48,926 Shares 761,484 Est. Cost $52.13 Unrealized
OSCV ETF SER SOLUTIONS 5.5%
Value ($000) $46,956 Shares 1,361,049 Est. Cost $30.65 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 3.9%
Value ($000) $33,256 Shares 1,149,946 Est. Cost $28.29 Unrealized
XHLF BONDBLOXX ETF TRUST 3.7%
Value ($000) $31,672 Shares 629,918 Est. Cost $50.21 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 3.5%
Value ($000) $29,527 Shares 894,761 Est. Cost $28.12 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 3.0%
Value ($000) $25,451 Shares 464,850 Est. Cost $44.27 Unrealized
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $19,358 Shares 156,696 Est. Cost $93.33 Unrealized +8.3%
AAPL APPLE INC 2.2%
Value ($000) $18,572 Shares 88,180 Est. Cost $153.58 Unrealized +20.5%
JCPB J P MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $15,600 Shares 336,722 Est. Cost $44.93 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $15,419 Shares 34,498 Est. Cost $295.35 Unrealized +41.3%
DUBS ETF SER SOLUTIONS 1.6%
Value ($000) $13,286 Shares 437,615 Est. Cost $24.74 Unrealized
VOO VANGUARD INDEX FDS 1.5%
Value ($000) $13,227 Shares 26,446 Est. Cost $421.44 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $12,150 Shares 214,357 Est. Cost $54.99 Unrealized
USFR WISDOMTREE TR 1.4%
Value ($000) $11,639 Shares 231,348 Est. Cost $50.28 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $11,591 Shares 21,299 Est. Cost $366.96 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.1%
Value ($000) $9,154 Shares 308,526 Est. Cost $26.49 Unrealized
ONEQ FIDELITY COMWLTH TR 0.9%
Value ($000) $7,787 Shares 111,358 Est. Cost $52.23 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $7,689 Shares 42,211 Est. Cost $110.36 Unrealized +51.6%
AVGO BROADCOM INC 0.8%
Value ($000) $7,066 Shares 4,401 Est. Cost $56.79 Unrealized +142.4%
GSEW GOLDMAN SACHS ETF TR 0.8%
Value ($000) $6,980 Shares 98,099 Est. Cost $67.56 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $6,623 Shares 34,274 Est. Cost $128.46 Unrealized +43.0%
SPYM SPDR SER TR 0.7%
Value ($000) $5,752 Shares 89,880 Est. Cost $47.03 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $5,739 Shares 113,703 Est. Cost $50.20 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $5,655 Shares 131,351 Est. Cost $42.23 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $5,608 Shares 30,719 Est. Cost $147.16 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $5,309 Shares 19,846 Est. Cost $251.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $5,277 Shares 12,973 Est. Cost $335.48 Unrealized +21.8%
XCEM COLUMBIA ETF TR II 0.6%
Value ($000) $5,129 Shares 160,682 Est. Cost $27.84 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $4,891 Shares 24,182 Est. Cost $128.85 Unrealized +46.8%
LLY ELI LILLY & CO 0.5%
Value ($000) $4,423 Shares 4,885 Est. Cost $321.10 Unrealized +146.3%
ADME ETF SER SOLUTIONS 0.5%
Value ($000) $4,239 Shares 96,923 Est. Cost $36.76 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $3,688 Shares 43,879 Est. Cost $72.74 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $3,591 Shares 7,496 Est. Cost $400.74 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $3,589 Shares 14,824 Est. Cost $234.55 Unrealized
WMT WALMART INC 0.4%
Value ($000) $3,497 Shares 51,641 Est. Cost $53.65 Unrealized +15.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $3,175 Shares 6,235 Est. Cost $445.42 Unrealized +6.2%
INFL LISTED FD TR 0.3%
Value ($000) $2,945 Shares 90,101 Est. Cost $29.47 Unrealized
V VISA INC 0.3%
Value ($000) $2,739 Shares 10,435 Est. Cost $212.21 Unrealized +27.6%
IWB ISHARES TR 0.3%
Value ($000) $2,710 Shares 9,108 Est. Cost $256.82 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,704 Shares 16,395 Est. Cost $136.46 Unrealized +15.2%
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,696 Shares 45,231 Est. Cost $59.72 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $2,613 Shares 109,300 Est. Cost $23.39 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.3%
Value ($000) $2,597 Shares 21,066 Est. Cost $112.61 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $2,542 Shares 6,499 Est. Cost $352.96 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $2,515 Shares 65,300 Est. Cost $30.61 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.3%
Value ($000) $2,441 Shares 74,232 Est. Cost $27.87 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $2,441 Shares 12,337 Est. Cost $278.07 Unrealized -37.1%
EATON VANCE TAX-MANAGED DIVE 0.3%
Value ($000) $2,427 Shares 172,763 Est. Cost $11.33 Unrealized
PGR PROGRESSIVE CORP 0.3%
Value ($000) $2,296 Shares 11,054 Est. Cost $125.77 Unrealized +53.2%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $2,167 Shares 3,844 Est. Cost $441.39 Unrealized +20.8%
VRIG POWERSHARES ACTIVELY MANAGED 0.3%
Value ($000) $2,141 Shares 85,152 Est. Cost $25.03 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $2,138 Shares 101,542 Est. Cost $20.89 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $2,137 Shares 41,837 Est. Cost $50.77 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $2,117 Shares 3,810 Est. Cost $454.60 Unrealized +6.5%
CPRT COPART INC 0.2%
Value ($000) $2,110 Shares 38,963 Est. Cost $37.85 Unrealized +44.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $2,110 Shares 10,709 Est. Cost $146.62 Unrealized +31.7%
META META PLATFORMS INC 0.2%
Value ($000) $2,033 Shares 4,032 Est. Cost $298.46 Unrealized +61.9%
COWZ PACER FDS TR 0.2%
Value ($000) $1,973 Shares 36,201 Est. Cost $43.71 Unrealized
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,957 Shares 37,403 Est. Cost $44.73 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,870 Shares 5,432 Est. Cost $319.61 Unrealized +2.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,843 Shares 16,007 Est. Cost $83.09 Unrealized +32.5%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $1,837 Shares 9,176 Est. Cost $146.07 Unrealized +29.3%
FNDF SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,812 Shares 51,716 Est. Cost $35.59 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,783 Shares 2,098 Est. Cost $491.00 Unrealized +57.6%
OC OWENS CORNING NEW 0.2%
Value ($000) $1,737 Shares 10,000 Est. Cost $90.97 Unrealized +90.4%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $1,706 Shares 94,465 Est. Cost $14.76 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,693 Shares 42,564 Est. Cost $35.73 Unrealized +3.1%
SPYD SPDR SER TR 0.2%
Value ($000) $1,683 Shares 41,831 Est. Cost $39.72 Unrealized
CHE CHEMED CORP NEW 0.2%
Value ($000) $1,599 Shares 2,946 Est. Cost $486.13 Unrealized +17.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,527 Shares 7,856 Est. Cost $189.51 Unrealized -7.0%
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,515 Shares 14,749 Est. Cost $72.98 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.2%
Value ($000) $1,469 Shares 147,962 Est. Cost $7.87 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $1,465 Shares 4,747 Est. Cost $300.08 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,417 Shares 50,638 Est. Cost $39.81 Unrealized -37.8%
ABBV ABBVIE INC 0.2%
Value ($000) $1,374 Shares 8,013 Est. Cost $116.72 Unrealized +34.6%
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,335 Shares 40,000 Est. Cost $33.38 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,329 Shares 9,094 Est. Cost $153.41 Unrealized -7.8%
GOOG ALPHABET INC 0.2%
Value ($000) $1,316 Shares 7,175 Est. Cost $107.17 Unrealized +57.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,298 Shares 6,516 Est. Cost $136.26 Unrealized +33.8%
AMLP ALPS ETF TR 0.2%
Value ($000) $1,288 Shares 26,839 Est. Cost $35.04 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,278 Shares 5,860 Est. Cost $215.33 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,266 Shares 14,618 Est. Cost $77.63 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $1,242 Shares 13,528 Est. Cost $91.76 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,221 Shares 10,091 Est. Cost $123.06 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $1,200 Shares 6,876 Est. Cost $175.11 Unrealized
SILA SILA REALTY TRUST INC 0.1%
Value ($000) $1,170 Shares 55,245 Est. Cost $21.17 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,118 Shares 2,472 Est. Cost $292.23 Unrealized +45.0%
SIXG ETF SER SOLUTIONS 0.1%
Value ($000) $1,115 Shares 26,671 Est. Cost $37.77 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,101 Shares 4,992 Est. Cost $209.69 Unrealized +5.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,085 Shares 2,439 Est. Cost $302.87 Unrealized +31.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,043 Shares 6,668 Est. Cost $118.50 Unrealized +25.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,040 Shares 10,381 Est. Cost $93.51 Unrealized +0.8%
MRK MERCK & CO INC 0.1%
Value ($000) $1,029 Shares 8,314 Est. Cost $78.72 Unrealized +54.6%
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,026 Shares 54,750 Est. Cost $18.70 Unrealized
OILK PROSHARES TR 0.1%
Value ($000) $1,008 Shares 20,859 Est. Cost $44.76 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $987 Shares 15,598 Est. Cost $72.33 Unrealized -10.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $971 Shares 3,809 Est. Cost $233.17 Unrealized +9.4%
SO SOUTHERN CO 0.1%
Value ($000) $957 Shares 12,338 Est. Cost $61.40 Unrealized +16.9%
ORCL ORACLE CORP 0.1%
Value ($000) $933 Shares 6,608 Est. Cost $95.11 Unrealized +28.6%
CPHC CANTERBURY PK HLDG CORP 0.1%
Value ($000) $927 Shares 42,446 Est. Cost $21.07 Unrealized +5.7%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $926 Shares 14,253 Est. Cost $64.45 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $922 Shares 1,578 Est. Cost $273.21 Unrealized +102.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $903 Shares 18,998 Est. Cost $48.27 Unrealized -6.2%
PEP PEPSICO INC 0.1%
Value ($000) $901 Shares 5,465 Est. Cost $148.10 Unrealized +9.6%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $897 Shares 12,448 Est. Cost $83.94 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $890 Shares 5,484 Est. Cost $126.49 Unrealized +27.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $887 Shares 2,922 Est. Cost $333.73 Unrealized -10.3%
KO COCA COLA CO 0.1%
Value ($000) $865 Shares 13,597 Est. Cost $55.88 Unrealized +5.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $846 Shares 1,917 Est. Cost $345.66 Unrealized +30.7%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $835 Shares 2,232 Est. Cost $289.05 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $821 Shares 16,619 Est. Cost $45.83 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $815 Shares 8,535 Est. Cost $92.10 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $782 Shares 12,961 Est. Cost $59.27 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $777 Shares 10,979 Est. Cost $70.19 Unrealized -3.7%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $761 Shares 9,851 Est. Cost $77.95 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $759 Shares 3,556 Est. Cost $156.31 Unrealized +29.8%
BA BOEING CO 0.1%
Value ($000) $754 Shares 4,145 Est. Cost $182.30 Unrealized -2.2%
CGSD CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $748 Shares 29,450 Est. Cost $25.19 Unrealized
FNV FRANCO NEV CORP 0.1%
Value ($000) $734 Shares 6,191 Est. Cost $133.24 Unrealized -10.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $724 Shares 3,067 Est. Cost $137.29 Unrealized +54.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $712 Shares 3,318 Est. Cost $226.37 Unrealized -1.0%
IWR ISHARES TR 0.1%
Value ($000) $706 Shares 8,705 Est. Cost $65.26 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $685 Shares 4,169 Est. Cost $145.56 Unrealized
BLACKROCK INC 0.1%
Value ($000) $683 Shares 867 Est. Cost $723.97 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $674 Shares 2,189 Est. Cost $172.86 Unrealized +71.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $674 Shares 1,218 Est. Cost $572.51 Unrealized -0.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $670 Shares 2,011 Est. Cost $194.37 Unrealized +74.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $636 Shares 2,748 Est. Cost $158.99 Unrealized +43.0%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $630 Shares 3,196 Est. Cost $142.96 Unrealized
IXC ISHARES TR 0.1%
Value ($000) $627 Shares 15,100 Est. Cost $33.91 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $592 Shares 5,696 Est. Cost $113.48 Unrealized -9.3%
GJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $582 Shares 16,735 Est. Cost $30.01 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $573 Shares 9,784 Est. Cost $102.17 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $572 Shares 537 Est. Cost $471.83 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $567 Shares 5,145 Est. Cost $87.65 Unrealized +22.6%
IEV ISHARES TR 0.1%
Value ($000) $565 Shares 10,312 Est. Cost $43.16 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $557 Shares 5,609 Est. Cost $102.21 Unrealized +3.2%
TGT TARGET CORP 0.1%
Value ($000) $555 Shares 3,751 Est. Cost $164.93 Unrealized -10.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $554 Shares 2,723 Est. Cost $172.29 Unrealized +21.2%
FNB F N B CORP 0.1%
Value ($000) $545 Shares 39,806 Est. Cost $11.19 Unrealized +14.2%
BNL BROADSTONE NET LEASE INC 0.1%
Value ($000) $544 Shares 34,248 Est. Cost $20.78 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $538 Shares 7,962 Est. Cost $62.02 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $536 Shares 13,798 Est. Cost $40.75 Unrealized -14.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $535 Shares 1,145 Est. Cost $337.93 Unrealized +30.7%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $534 Shares 3,471 Est. Cost $80.70 Unrealized +78.7%
AMGN AMGEN INC 0.1%
Value ($000) $516 Shares 1,651 Est. Cost $201.78 Unrealized +38.4%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $516 Shares 9,289 Est. Cost $54.24 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $513 Shares 2,639 Est. Cost $151.62 Unrealized +16.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $510 Shares 12,366 Est. Cost $38.17 Unrealized -4.5%
TFLO ISHARES TR 0.1%
Value ($000) $506 Shares 9,994 Est. Cost $50.45 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $504 Shares 747 Est. Cost $38.47 Unrealized +62.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $503 Shares 4,401 Est. Cost $82.22 Unrealized +40.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $500 Shares 2,001 Est. Cost $220.56 Unrealized +13.5%
RTX RTX CORPORATION 0.1%
Value ($000) $494 Shares 4,925 Est. Cost $86.70 Unrealized +15.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $493 Shares 3,750 Est. Cost $69.78 Unrealized +79.4%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $490 Shares 850 Est. Cost $382.21 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $490 Shares 1,045 Est. Cost $246.64 Unrealized +76.0%
CRM SALESFORCE INC 0.1%
Value ($000) $485 Shares 1,886 Est. Cost $214.03 Unrealized +23.7%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $478 Shares 27,545 Est. Cost $20.16 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $478 Shares 2,979 Est. Cost $144.85 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $477 Shares 801 Est. Cost $330.90 Unrealized +70.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $472 Shares 2,209 Est. Cost $181.28 Unrealized +1.4%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $465 Shares 3,719 Est. Cost $127.70 Unrealized -2.2%
LIN LINDE PLC 0.1%
Value ($000) $465 Shares 1,059 Est. Cost $377.95 Unrealized +13.9%
MET METLIFE INC 0.1%
Value ($000) $460 Shares 6,554 Est. Cost $59.20 Unrealized +15.1%
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $460 Shares 16,637 Est. Cost $24.90 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $446 Shares 424 Est. Cost $653.44 Unrealized +47.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $434 Shares 7,308 Est. Cost $41.89 Unrealized +35.8%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $429 Shares 9,041 Est. Cost $58.64 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $428 Shares 1,989 Est. Cost $183.54 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $425 Shares 607 Est. Cost $138.86 Unrealized +21.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $413 Shares 5,309 Est. Cost $74.63 Unrealized +4.6%
IXN ISHARES TR 0.0%
Value ($000) $411 Shares 4,962 Est. Cost $54.30 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $406 Shares 742 Est. Cost $493.13 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $405 Shares 12,552 Est. Cost $23.32 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $384 Shares 12,235 Est. Cost $30.28 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $380 Shares 5,805 Est. Cost $58.82 Unrealized +10.8%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $374 Shares 691 Est. Cost $454.40 Unrealized +13.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $370 Shares 2,133 Est. Cost $91.61 Unrealized +96.0%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $370 Shares 1,818 Est. Cost $199.50 Unrealized 0.0%
ISCB ISHARES TR 0.0%
Value ($000) $361 Shares 6,700 Est. Cost $56.21 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $355 Shares 2,283 Est. Cost $162.66 Unrealized -9.9%
AFL AFLAC INC 0.0%
Value ($000) $353 Shares 3,952 Est. Cost $64.61 Unrealized +28.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $352 Shares 2,574 Est. Cost $160.18 Unrealized -18.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $349 Shares 540 Est. Cost $372.41 Unrealized +76.0%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $347 Shares 4,230 Est. Cost $74.13 Unrealized
T AT&T INC 0.0%
Value ($000) $333 Shares 17,427 Est. Cost $15.33 Unrealized +5.4%
REET ISHARES TR 0.0%
Value ($000) $323 Shares 13,900 Est. Cost $23.31 Unrealized
NKE NIKE INC 0.0%
Value ($000) $323 Shares 4,284 Est. Cost $112.91 Unrealized -20.6%
NUE NUCOR CORP 0.0%
Value ($000) $322 Shares 2,040 Est. Cost $111.05 Unrealized +52.1%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $322 Shares 191 Est. Cost $1145.50 Unrealized +45.1%
CSL CARLISLE COS INC 0.0%
Value ($000) $321 Shares 792 Est. Cost $240.47 Unrealized +64.2%
TIP ISHARES TR 0.0%
Value ($000) $314 Shares 2,945 Est. Cost $107.41 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $314 Shares 13,529 Est. Cost $18.85 Unrealized
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $310 Shares 29,270 Est. Cost $16.13 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $308 Shares 3,040 Est. Cost $83.42 Unrealized +9.4%
IWF ISHARES TR 0.0%
Value ($000) $304 Shares 835 Est. Cost $227.62 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $302 Shares 1,190 Est. Cost $264.40 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $297 Shares 874 Est. Cost $287.80 Unrealized +15.8%
INTC INTEL CORP 0.0%
Value ($000) $296 Shares 9,564 Est. Cost $43.85 Unrealized -25.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $294 Shares 1,138 Est. Cost $225.22 Unrealized +7.6%
NVS NOVARTIS AG 0.0%
Value ($000) $291 Shares 2,733 Est. Cost $92.71 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $289 Shares 539 Est. Cost $444.46 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $288 Shares 7,366 Est. Cost $38.60 Unrealized -3.8%
CI THE CIGNA GROUP 0.0%
Value ($000) $288 Shares 872 Est. Cost $322.52 Unrealized +3.6%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $288 Shares 1,837 Est. Cost $122.56 Unrealized +25.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $285 Shares 1,647 Est. Cost $123.21 Unrealized +34.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $284 Shares 2,583 Est. Cost $77.21 Unrealized +27.8%
CDW CDW CORP 0.0%
Value ($000) $283 Shares 1,265 Est. Cost $175.75 Unrealized +29.0%
IEFA ISHARES TR 0.0%
Value ($000) $280 Shares 3,855 Est. Cost $64.97 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $276 Shares 4,175 Est. Cost $40.08 Unrealized +65.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $275 Shares 1,153 Est. Cost $207.42 Unrealized +14.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $270 Shares 3,076 Est. Cost $75.99 Unrealized +8.7%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $263 Shares 1,171 Est. Cost $176.00 Unrealized +18.9%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $260 Shares 1,424 Est. Cost $160.81 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $254 Shares 1,802 Est. Cost $93.00 Unrealized +55.4%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $253 Shares 5,203 Est. Cost $54.88 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $251 Shares 983 Est. Cost $215.65 Unrealized +17.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $250 Shares 3,181 Est. Cost $72.36 Unrealized +7.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $250 Shares 63 Est. Cost $3508.24 Unrealized +4.2%
MUB ISHARES TR 0.0%
Value ($000) $248 Shares 2,328 Est. Cost $106.54 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $246 Shares 1,087 Est. Cost $210.25 Unrealized +7.3%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $245 Shares 178 Est. Cost $91.17 Unrealized +58.0%
INTU INTUIT 0.0%
Value ($000) $244 Shares 371 Est. Cost $555.38 Unrealized +10.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $244 Shares 1,157 Est. Cost $171.78 Unrealized +16.5%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $243 Shares 3,120 Est. Cost $76.69 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $243 Shares 1,235 Est. Cost $168.66 Unrealized +15.6%
XJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $243 Shares 7,165 Est. Cost $30.15 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $242 Shares 5,829 Est. Cost $50.99 Unrealized -19.6%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $239 Shares 3,221 Est. Cost $61.18 Unrealized +20.5%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $238 Shares 1,227 Est. Cost $173.59 Unrealized +6.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $238 Shares 2,005 Est. Cost $112.18 Unrealized +3.7%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $237 Shares 2,645 Est. Cost $89.96 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $237 Shares 3,733 Est. Cost $42.38 Unrealized +38.5%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $237 Shares 6,206 Est. Cost $59.25 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $231 Shares 6,022 Est. Cost $36.22 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $231 Shares 890 Est. Cost $236.41 Unrealized +3.4%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $229 Shares 929 Est. Cost $173.65 Unrealized +30.6%
GE GE AEROSPACE 0.0%
Value ($000) $229 Shares 1,441 Est. Cost $157.95 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $226 Shares 779 Est. Cost $258.00 Unrealized +10.1%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $220 Shares 11,077 Est. Cost $14.84 Unrealized +19.5%
HSY HERSHEY CO 0.0%
Value ($000) $220 Shares 1,197 Est. Cost $185.29 Unrealized -0.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $220 Shares 4,630 Est. Cost $40.46 Unrealized +20.6%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $218 Shares 5,282 Est. Cost $27.35 Unrealized +34.4%
MKL MARKEL GROUP INC 0.0%
Value ($000) $217 Shares 138 Est. Cost $1466.28 Unrealized +5.9%
FISV FISERV INC 0.0%
Value ($000) $215 Shares 1,444 Est. Cost $145.64 Unrealized +3.9%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $212 Shares 7,963 Est. Cost $25.00 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $211 Shares 1,319 Est. Cost $151.93 Unrealized +6.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $210 Shares 1,588 Est. Cost $210.06 Unrealized -35.9%
USB US BANCORP DEL 0.0%
Value ($000) $208 Shares 5,229 Est. Cost $38.77 Unrealized -2.6%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $206 Shares 483 Est. Cost $390.78 Unrealized +7.1%
ARKK ARK ETF TR 0.0%
Value ($000) $206 Shares 4,678 Est. Cost $42.75 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $206 Shares 2,643 Est. Cost $74.86 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $202 Shares 4,350 Est. Cost $44.38 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $200 Shares 6,573 Est. Cost $29.77 Unrealized +6.3%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $199 Shares 3,173 Est. Cost $47.51 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $170 Shares 3,016 Est. Cost $40.31 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $164 Shares 7,000 Est. Cost $21.29 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $162 Shares 2,071 Est. Cost $64.05 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $153 Shares 7,030 Est. Cost $20.11 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $145 Shares 2,059 Est. Cost $62.02 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $119 Shares 3,135 Est. Cost $56.95 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $116 Shares 1,155 Est. Cost $77.51 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $108 Shares 5,261 Est. Cost $20.33 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $108 Shares 2,520 Est. Cost $38.32 Unrealized
TPIF TIMOTHY PLAN 0.0%
Value ($000) $105 Shares 3,945 Est. Cost $26.52 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $101 Shares 1,331 Est. Cost $62.95 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $101 Shares 944 Est. Cost $109.73 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $100 Shares 494 Est. Cost $213.16 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $100 Shares 1,747 Est. Cost $45.12 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $98 Shares 2,487 Est. Cost $31.77 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $96 Shares 880 Est. Cost $108.70 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $95 Shares 2,807 Est. Cost $31.61 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $93 Shares 14,119 Est. Cost $7.05 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $93 Shares 3,506 Est. Cost $25.15 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $91 Shares 2,193 Est. Cost $37.94 Unrealized
TPHD TIMOTHY PLAN 0.0%
Value ($000) $85 Shares 2,430 Est. Cost $34.99 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $84 Shares 870 Est. Cost $97.97 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $84 Shares 1,100 Est. Cost $76.03 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $81 Shares 877 Est. Cost $75.10 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $78 Shares 900 Est. Cost $151.26 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $76 Shares 10,282 Est. Cost $9.64 Unrealized -16.9%
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $74 Shares 3,350 Est. Cost $22.43 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $74 Shares 505 Est. Cost $132.92 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $70 Shares 44,399 Est. Cost $1.48 Unrealized -2.1%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $69 Shares 500 Est. Cost $96.67 Unrealized
EFIV SPDR SER TR 0.0%
Value ($000) $62 Shares 1,160 Est. Cost $42.91 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $61 Shares 1,375 Est. Cost $39.76 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $60 Shares 580 Est. Cost $71.73 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $60 Shares 1,479 Est. Cost $38.94 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $48.43 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $59 Shares 704 Est. Cost $72.74 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $59 Shares 526 Est. Cost $79.85 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $58 Shares 1,278 Est. Cost $44.59 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $56 Shares 273 Est. Cost $200.71 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $53 Shares 919 Est. Cost $54.61 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $52 Shares 209 Est. Cost $229.52 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $51 Shares 195 Est. Cost $226.14 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $48 Shares 1,056 Est. Cost $37.40 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $46 Shares 1,286 Est. Cost $34.50 Unrealized
IDUB ETF SER SOLUTIONS 0.0%
Value ($000) $45 Shares 2,176 Est. Cost $20.96 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $43 Shares 163 Est. Cost $237.96 Unrealized
GFOF ETF SER SOLUTIONS 0.0%
Value ($000) $42 Shares 2,210 Est. Cost $7.58 Unrealized
XRT SPDR SER TR 0.0%
Value ($000) $42 Shares 557 Est. Cost $60.59 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $41 Shares 298 Est. Cost $120.00 Unrealized
TPLC TIMOTHY PLAN 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $40.58 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $40 Shares 2,572 Est. Cost $15.13 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $40 Shares 840 Est. Cost $49.25 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $40 Shares 426 Est. Cost $95.34 Unrealized
MORT VANECK ETF TRUST 0.0%
Value ($000) $40 Shares 3,546 Est. Cost $11.30 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $38 Shares 1,910 Est. Cost $20.94 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 447 Est. Cost $90.98 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $37 Shares 485 Est. Cost $74.01 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $37 Shares 157 Est. Cost $240.38 Unrealized
LEGR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $37 Shares 850 Est. Cost $43.43 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $37 Shares 402 Est. Cost $99.09 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $37 Shares 401 Est. Cost $67.66 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $36 Shares 138 Est. Cost $175.98 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $32 Shares 213 Est. Cost $145.18 Unrealized
EMCB WISDOMTREE TR 0.0%
Value ($000) $31 Shares 475 Est. Cost $61.05 Unrealized
IOO ISHARES TR 0.0%
Value ($000) $31 Shares 316 Est. Cost $90.75 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $30 Shares 962 Est. Cost $32.90 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $30 Shares 250 Est. Cost $100.99 Unrealized
LGLV SPDR SER TR 0.0%
Value ($000) $28 Shares 186 Est. Cost $152.57 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $28 Shares 2,400 Est. Cost $12.08 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $28 Shares 903 Est. Cost $27.11 Unrealized
PTBD PACER FDS TR 0.0%
Value ($000) $26 Shares 1,290 Est. Cost $26.93 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $26 Shares 348 Est. Cost $62.27 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $25 Shares 326 Est. Cost $63.26 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $25 Shares 500 Est. Cost $51.02 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $25 Shares 1,395 Est. Cost $18.46 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $24 Shares 276 Est. Cost $79.22 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 587 Est. Cost $38.95 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $24 Shares 296 Est. Cost $54.47 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $23 Shares 126 Est. Cost $173.89 Unrealized
RIGS ALPS ETF TR 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $22.71 Unrealized
QLTA ISHARES TR 0.0%
Value ($000) $22 Shares 463 Est. Cost $47.48 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $21 Shares 210 Est. Cost $78.42 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $21 Shares 817 Est. Cost $26.75 Unrealized
EVX VANECK ETF TRUST 0.0%
Value ($000) $20 Shares 120 Est. Cost $145.53 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $20 Shares 329 Est. Cost $54.37 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $20 Shares 172 Est. Cost $114.00 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $20 Shares 478 Est. Cost $41.62 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 76 Est. Cost $281.45 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $18 Shares 663 Est. Cost $42.98 Unrealized
EUDG WISDOMTREE TR 0.0%
Value ($000) $18 Shares 559 Est. Cost $26.83 Unrealized
WTPI WISDOMTREE TR 0.0%
Value ($000) $17 Shares 500 Est. Cost $33.36 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $16 Shares 111 Est. Cost $137.07 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $16 Shares 250 Est. Cost $47.97 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $15 Shares 144 Est. Cost $101.08 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $14 Shares 1,088 Est. Cost $19.31 Unrealized
FVC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $14 Shares 400 Est. Cost $37.80 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $14 Shares 100 Est. Cost $114.75 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $14 Shares 110 Est. Cost $123.32 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 616 Est. Cost $21.10 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $14 Shares 627 Est. Cost $22.07 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $13 Shares 70 Est. Cost $187.85 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 481 Est. Cost $25.50 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $100.00 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 304 Est. Cost $49.62 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 403 Est. Cost $28.83 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $11 Shares 396 Est. Cost $28.41 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 334 Est. Cost $31.61 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 368 Est. Cost $30.10 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $10 Shares 533 Est. Cost $21.00 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $10 Shares 38 Est. Cost $264.29 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $10 Shares 160 Est. Cost $60.43 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $9 Shares 268 Est. Cost $32.35 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $9 Shares 192 Est. Cost $41.67 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $8 Shares 154 Est. Cost $53.56 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 120 Est. Cost $71.27 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 36 Est. Cost $128.18 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 180 Est. Cost $40.51 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $7 Shares 300 Est. Cost $31.02 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $7 Shares 59 Est. Cost $104.19 Unrealized
XT ISHARES TR 0.0%
Value ($000) $7 Shares 111 Est. Cost $58.83 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $6 Shares 73 Est. Cost $89.67 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $6 Shares 59 Est. Cost $67.80 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 114 Est. Cost $46.18 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $6 Shares 47 Est. Cost $119.01 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5 Shares 78 Est. Cost $64.71 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $5 Shares 80 Est. Cost $127.80 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $5 Shares 92 Est. Cost $58.59 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 28 Est. Cost $183.24 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5 Shares 250 Est. Cost $29.05 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $5 Shares 66 Est. Cost $73.72 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 57 Est. Cost $52.91 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $5 Shares 59 Est. Cost $73.94 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $5 Shares 167 Est. Cost $28.87 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 23 Est. Cost $204.15 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 Shares 105 Est. Cost $40.25 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 Shares 290 Est. Cost $19.71 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $4 Shares 30 Est. Cost $100.00 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 35 Est. Cost $81.53 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $3 Shares 29 Est. Cost $106.67 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 28 Est. Cost $105.33 Unrealized
SCHY SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 145 Est. Cost $24.59 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3 Shares 95 Est. Cost $31.64 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 23 Est. Cost $86.96 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $3 Shares 20 Est. Cost $139.18 Unrealized
OUSA ALPS ETF TR 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.00 Unrealized
PROSHARES TR 0.0%
Value ($000) $3 Shares 319 Est. Cost $12.31 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 69 Est. Cost $42.22 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $2 Shares 24 Est. Cost $91.14 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 66 Est. Cost $32.26 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
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1 Shares 66 Est. Cost $20.95 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $114.00 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.73 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $1 Shares 54 Est. Cost $23.38 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 40 Est. Cost $32.52 Unrealized
PROSHARES TR 0.0%
Value ($000) $1 Shares 62 Est. Cost $19.23 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $44.32 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $1 Shares 32 Est. Cost $30.03 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $1 Shares 3 Est. Cost $352.22 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $47.37 Unrealized
MOO VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $86.86 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $90.30 Unrealized
GSY POWERSHARES ACTIVELY MANAGED 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 30 Est. Cost Unrealized
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $108.65 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
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
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $254.90 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $108.33 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.96 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $99.32 Unrealized