CARDIFF PARK ADVISORS, LLC Diversified Active

CIK: 0001910000 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $1,117,026 (100.0% shares, 0.0% debt)

Holdings (340)

META META PLATFORMS INC 15.9%
Value ($000) $177,795 Shares 310,591 Est. Cost $335.68 Unrealized +52.6%
DFAC DIMENSIONAL ETF TRUST 12.9%
Value ($000) $144,595 Shares 4,216,820 Est. Cost $28.49 Unrealized
VTI VANGUARD INDEX FDS 12.0%
Value ($000) $133,852 Shares 472,710 Est. Cost $230.94 Unrealized
DFAX DIMENSIONAL ETF TRUST 3.1%
Value ($000) $34,827 Shares 1,289,402 Est. Cost $25.78 Unrealized
SPY SPDR S&P 500 ETF TR 2.9%
Value ($000) $31,872 Shares 55,550 Est. Cost $473.53 Unrealized
DFUV DIMENSIONAL ETF TRUST 2.8%
Value ($000) $31,408 Shares 753,371 Est. Cost $31.54 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $28,224 Shares 121,131 Est. Cost $155.96 Unrealized +42.3%
DFUS DIMENSIONAL ETF TRUST 2.0%
Value ($000) $22,819 Shares 366,872 Est. Cost $48.67 Unrealized
AVDE AMERICAN CENTY ETF TR 2.0%
Value ($000) $22,069 Shares 329,235 Est. Cost $55.48 Unrealized
DFAT DIMENSIONAL ETF TRUST 1.8%
Value ($000) $20,129 Shares 361,837 Est. Cost $47.71 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.7%
Value ($000) $18,864 Shares 357,197 Est. Cost $49.62 Unrealized
AVUS AMERICAN CENTY ETF TR 1.6%
Value ($000) $17,844 Shares 187,538 Est. Cost $74.17 Unrealized
VTEB VANGUARD MUN BD FDS 1.2%
Value ($000) $12,919 Shares 252,717 Est. Cost $49.82 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $12,590 Shares 29,259 Est. Cost $311.42 Unrealized +35.9%
AVEM AMERICAN CENTY ETF TR 1.0%
Value ($000) $11,696 Shares 181,045 Est. Cost $52.91 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.0%
Value ($000) $10,909 Shares 168,195 Est. Cost $59.71 Unrealized
VBR VANGUARD INDEX FDS 0.9%
Value ($000) $10,309 Shares 51,343 Est. Cost $176.50 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.9%
Value ($000) $10,178 Shares 267,275 Est. Cost $32.93 Unrealized
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $10,051 Shares 103,169 Est. Cost $108.01 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.9%
Value ($000) $9,723 Shares 315,686 Est. Cost $30.80 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $9,090 Shares 23,675 Est. Cost $318.22 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $8,852 Shares 15,346 Est. Cost $473.95 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $8,799 Shares 47,223 Est. Cost $126.26 Unrealized +44.5%
GOOG ALPHABET INC 0.7%
Value ($000) $8,059 Shares 48,202 Est. Cost $120.90 Unrealized +39.1%
META META PLATFORMS INC 0.7%
Value ($000) $8,014 Shares 14,000 Est. Cost $335.68 Unrealized +52.6%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $7,835 Shares 64,519 Est. Cost $94.73 Unrealized +24.6%
DFEM DIMENSIONAL ETF TRUST 0.7%
Value ($000) $7,775 Shares 276,205 Est. Cost $22.46 Unrealized
VXUS VANGUARD STAR FDS 0.7%
Value ($000) $7,400 Shares 114,299 Est. Cost $59.09 Unrealized
DISV DIMENSIONAL ETF TRUST 0.7%
Value ($000) $7,322 Shares 251,953 Est. Cost $23.09 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.6%
Value ($000) $7,248 Shares 212,736 Est. Cost $21.52 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $7,022 Shares 146,758 Est. Cost $48.68 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $6,897 Shares 39,507 Est. Cost $144.64 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $6,722 Shares 33,939 Est. Cost $163.68 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.6%
Value ($000) $6,641 Shares 235,987 Est. Cost $21.46 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $6,529 Shares 39,367 Est. Cost $116.68 Unrealized +42.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $6,334 Shares 13,761 Est. Cost $299.00 Unrealized +47.9%
EFA ISHARES TR 0.6%
Value ($000) $6,320 Shares 75,566 Est. Cost $78.68 Unrealized
SCHB SCHWAB STRATEGIC TR 0.5%
Value ($000) $5,610 Shares 84,340 Est. Cost $64.58 Unrealized
AVLV AMERICAN CENTY ETF TR 0.5%
Value ($000) $5,321 Shares 80,822 Est. Cost $50.43 Unrealized
AVDV AMERICAN CENTY ETF TR 0.5%
Value ($000) $5,061 Shares 71,612 Est. Cost $58.54 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $4,728 Shares 59,533 Est. Cost $79.10 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $4,248 Shares 86,155 Est. Cost $50.80 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $4,147 Shares 501 Est. Cost $615558.06 Unrealized +7.9%
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $4,055 Shares 32,192 Est. Cost $131.19 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,994 Shares 34,071 Est. Cost $70.84 Unrealized +55.3%
XLRE SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,332 Shares 74,591 Est. Cost $40.06 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $3,263 Shares 30,724 Est. Cost $104.73 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $3,245 Shares 45,645 Est. Cost $52.89 Unrealized
AVUV AMERICAN CENTY ETF TR 0.3%
Value ($000) $3,081 Shares 32,106 Est. Cost $76.33 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $3,053 Shares 11,668 Est. Cost $253.95 Unrealized -10.2%
NFLX NETFLIX INC 0.3%
Value ($000) $3,043 Shares 4,291 Est. Cost $34.30 Unrealized +95.0%
IJS ISHARES TR 0.3%
Value ($000) $2,998 Shares 27,845 Est. Cost $104.50 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,995 Shares 20,335 Est. Cost $100.68 Unrealized +39.0%
VPL VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,883 Shares 36,773 Est. Cost $63.65 Unrealized
VV VANGUARD INDEX FDS 0.3%
Value ($000) $2,842 Shares 10,795 Est. Cost $204.15 Unrealized
AVRE AMERICAN CENTY ETF TR 0.2%
Value ($000) $2,706 Shares 57,408 Est. Cost $45.55 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,661 Shares 45,083 Est. Cost $58.22 Unrealized
OKLO OKLO INC 0.2%
Value ($000) $2,549 Shares 315,133 Est. Cost $11.25 Unrealized -33.0%
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,525 Shares 79,468 Est. Cost $25.34 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,202 Shares 26,290 Est. Cost $88.56 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $2,181 Shares 12,826 Est. Cost $137.78 Unrealized +24.2%
ITOT ISHARES TR 0.2%
Value ($000) $2,090 Shares 16,635 Est. Cost $86.14 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $2,067 Shares 98,706 Est. Cost $14.41 Unrealized +26.5%
IXUS ISHARES TR 0.2%
Value ($000) $2,063 Shares 28,399 Est. Cost $67.14 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,053 Shares 43,767 Est. Cost $51.57 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,973 Shares 26,271 Est. Cost $82.89 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $1,953 Shares 7,134 Est. Cost $214.06 Unrealized +18.6%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,931 Shares 30,658 Est. Cost $57.94 Unrealized
GNMA ISHARES TR 0.2%
Value ($000) $1,870 Shares 41,755 Est. Cost $46.86 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,742 Shares 63,549 Est. Cost $23.22 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,687 Shares 4,494 Est. Cost $299.31 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,660 Shares 13,676 Est. Cost $77.66 Unrealized +41.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,657 Shares 4,236 Est. Cost $202.46 Unrealized +67.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,651 Shares 10,188 Est. Cost $146.39 Unrealized +4.3%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1,566 Shares 9,341 Est. Cost $147.86 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $1,448 Shares 2,469 Est. Cost $464.83 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,408 Shares 1,588 Est. Cost $507.19 Unrealized +69.9%
IWD ISHARES TR 0.1%
Value ($000) $1,398 Shares 7,363 Est. Cost $167.95 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $1,365 Shares 20,159 Est. Cost $65.47 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $1,359 Shares 14,879 Est. Cost $76.34 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,348 Shares 2,305 Est. Cost $433.97 Unrealized +26.3%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,334 Shares 5,623 Est. Cost $221.57 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1,289 Shares 4,567 Est. Cost $256.48 Unrealized
AVSF AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,257 Shares 26,670 Est. Cost $46.61 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $1,234 Shares 11,460 Est. Cost $107.23 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,230 Shares 7,497 Est. Cost $124.26 Unrealized +22.3%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,222 Shares 7,058 Est. Cost $135.32 Unrealized +21.4%
URI UNITED RENTALS INC 0.1%
Value ($000) $1,215 Shares 1,500 Est. Cost $345.28 Unrealized +105.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,211 Shares 13,796 Est. Cost $59.62 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,198 Shares 9,342 Est. Cost $109.23 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,168 Shares 5,537 Est. Cost $144.54 Unrealized +41.8%
IWM ISHARES TR 0.1%
Value ($000) $1,167 Shares 5,283 Est. Cost $214.41 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,162 Shares 3,816 Est. Cost $233.71 Unrealized +14.1%
DFEV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,158 Shares 40,706 Est. Cost $23.75 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,156 Shares 14,320 Est. Cost $52.45 Unrealized +38.2%
CRM SALESFORCE INC 0.1%
Value ($000) $1,122 Shares 4,100 Est. Cost $214.06 Unrealized +18.6%
IJJ ISHARES TR 0.1%
Value ($000) $1,108 Shares 8,966 Est. Cost $110.69 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,093 Shares 6,429 Est. Cost $152.22 Unrealized +7.0%
OKE ONEOK INC NEW 0.1%
Value ($000) $1,084 Shares 11,899 Est. Cost $49.63 Unrealized +64.2%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,058 Shares 26,663 Est. Cost $27.40 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $999 Shares 3,688 Est. Cost $218.63 Unrealized +8.0%
EEM ISHARES TR 0.1%
Value ($000) $995 Shares 21,706 Est. Cost $48.86 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $992 Shares 16,664 Est. Cost $55.10 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $969 Shares 16,032 Est. Cost $58.89 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $953 Shares 5,321 Est. Cost $163.06 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $946 Shares 36,721 Est. Cost $24.95 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $938 Shares 4,748 Est. Cost $104.06 Unrealized +71.7%
IAU ISHARES GOLD TR 0.1%
Value ($000) $914 Shares 18,390 Est. Cost $34.99 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $903 Shares 16,970 Est. Cost $50.27 Unrealized -6.9%
V VISA INC 0.1%
Value ($000) $901 Shares 3,277 Est. Cost $209.86 Unrealized +27.6%
SPIB SPDR SER TR 0.1%
Value ($000) $860 Shares 25,510 Est. Cost $31.83 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.1%
Value ($000) $853 Shares 34,811 Est. Cost $17.82 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $852 Shares 27,647 Est. Cost $28.59 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $829 Shares 7,089 Est. Cost $113.37 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $802 Shares 4,808 Est. Cost $166.11 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $793 Shares 7,175 Est. Cost $121.45 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $787 Shares 9,823 Est. Cost $63.89 Unrealized +8.1%
ORCL ORACLE CORP 0.1%
Value ($000) $779 Shares 4,573 Est. Cost $89.29 Unrealized +60.2%
AVIG AMERICAN CENTY ETF TR 0.1%
Value ($000) $778 Shares 18,295 Est. Cost $42.43 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $765 Shares 13,548 Est. Cost $44.36 Unrealized +23.6%
INTU INTUIT 0.1%
Value ($000) $761 Shares 1,226 Est. Cost $388.88 Unrealized +62.8%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $748 Shares 18,184 Est. Cost $38.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $743 Shares 3,362 Est. Cost $188.97 Unrealized 0.0%
EMXC ISHARES INC 0.1%
Value ($000) $741 Shares 12,124 Est. Cost $46.96 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $735 Shares 11,789 Est. Cost $103.64 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $731 Shares 9,961 Est. Cost $59.69 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $727 Shares 821 Est. Cost $308.08 Unrealized +189.0%
VTES VANGUARD WELLINGTON FD 0.1%
Value ($000) $716 Shares 7,058 Est. Cost $101.42 Unrealized
INVESCO SR INCOME TR 0.1%
Value ($000) $712 Shares 175,000 Est. Cost $4.33 Unrealized
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $696 Shares 13,927 Est. Cost $49.11 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $694 Shares 2,851 Est. Cost $225.05 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $694 Shares 13,593 Est. Cost $50.44 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $680 Shares 25,333 Est. Cost $21.53 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $678 Shares 1,283 Est. Cost $369.34 Unrealized +29.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $675 Shares 1,155 Est. Cost $323.27 Unrealized +59.7%
HD HOME DEPOT INC 0.1%
Value ($000) $650 Shares 1,604 Est. Cost $340.69 Unrealized +3.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $646 Shares 1,308 Est. Cost $342.64 Unrealized +34.8%
DE DEERE & CO 0.1%
Value ($000) $639 Shares 1,531 Est. Cost $326.53 Unrealized +13.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $637 Shares 6,538 Est. Cost $101.92 Unrealized -18.7%
SNA SNAP ON INC 0.1%
Value ($000) $630 Shares 2,174 Est. Cost $191.60 Unrealized +38.7%
AVIV AMERICAN CENTY ETF TR 0.1%
Value ($000) $620 Shares 11,037 Est. Cost $49.62 Unrealized
PDD PDD HOLDINGS INC 0.1%
Value ($000) $614 Shares 4,556 Est. Cost $61.90 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $595 Shares 4,642 Est. Cost $111.72 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $593 Shares 3,095 Est. Cost $146.00 Unrealized +22.9%
IVE ISHARES TR 0.1%
Value ($000) $586 Shares 2,973 Est. Cost $156.63 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $581 Shares 1,118 Est. Cost $398.37 Unrealized +30.7%
PFF ISHARES TR 0.1%
Value ($000) $581 Shares 17,485 Est. Cost $38.73 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $577 Shares 10,951 Est. Cost $51.42 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $576 Shares 20,789 Est. Cost $20.21 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $572 Shares 15,370 Est. Cost $22.43 Unrealized +36.8%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $568 Shares 11,016 Est. Cost $48.18 Unrealized +15.0%
KO COCA COLA CO 0.1%
Value ($000) $565 Shares 7,860 Est. Cost $50.16 Unrealized +30.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $561 Shares 6,632 Est. Cost $77.06 Unrealized -2.9%
MRK MERCK & CO INC 0.0%
Value ($000) $556 Shares 4,900 Est. Cost $72.02 Unrealized +56.9%
STIP ISHARES TR 0.0%
Value ($000) $555 Shares 5,480 Est. Cost $101.14 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $550 Shares 8,345 Est. Cost $54.27 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $532 Shares 7,591 Est. Cost $66.35 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $531 Shares 3,200 Est. Cost $116.68 Unrealized +42.9%
ABT ABBOTT LABS 0.0%
Value ($000) $515 Shares 4,515 Est. Cost $106.07 Unrealized +0.9%
CB CHUBB LIMITED 0.0%
Value ($000) $509 Shares 1,766 Est. Cost $225.55 Unrealized +20.1%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $498 Shares 6,333 Est. Cost $80.54 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $485 Shares 851 Est. Cost $513.04 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $485 Shares 12,900 Est. Cost $36.41 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $479 Shares 4,003 Est. Cost $106.37 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $479 Shares 1,064 Est. Cost $219.07 Unrealized +85.5%
HSY HERSHEY CO 0.0%
Value ($000) $474 Shares 2,471 Est. Cost $177.67 Unrealized +4.7%
RTX RTX CORPORATION 0.0%
Value ($000) $472 Shares 3,898 Est. Cost $86.83 Unrealized +27.9%
LGLV SPDR SER TR 0.0%
Value ($000) $460 Shares 2,719 Est. Cost $139.89 Unrealized
IAK ISHARES TR 0.0%
Value ($000) $452 Shares 3,500 Est. Cost $82.93 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $443 Shares 856 Est. Cost $552.84 Unrealized -0.8%
AON AON PLC 0.0%
Value ($000) $438 Shares 1,266 Est. Cost $324.38 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $433 Shares 4,116 Est. Cost $79.66 Unrealized +31.9%
DXUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $432 Shares 8,193 Est. Cost $52.71 Unrealized
BWX SPDR SER TR 0.0%
Value ($000) $431 Shares 18,435 Est. Cost $28.26 Unrealized
AVDS AMERICAN CENTY ETF TR 0.0%
Value ($000) $428 Shares 7,589 Est. Cost $52.11 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $415 Shares 1,684 Est. Cost $215.61 Unrealized +8.8%
INTC INTEL CORP 0.0%
Value ($000) $413 Shares 17,588 Est. Cost $46.45 Unrealized -46.4%
HEFA ISHARES TR 0.0%
Value ($000) $410 Shares 11,582 Est. Cost $35.55 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $389 Shares 1,881 Est. Cost $185.07 Unrealized +1.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $382 Shares 2,065 Est. Cost $174.01 Unrealized -3.7%
IWO ISHARES TR 0.0%
Value ($000) $380 Shares 1,338 Est. Cost $293.01 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $379 Shares 3,073 Est. Cost $136.74 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $376 Shares 2,310 Est. Cost $69.68 Unrealized +135.3%
AVEE AMERICAN CENTY ETF TR 0.0%
Value ($000) $363 Shares 6,164 Est. Cost $53.53 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $361 Shares 2,671 Est. Cost $126.89 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $360 Shares 1,112 Est. Cost $205.83 Unrealized +39.9%
NEXTCURE INC 0.0%
Value ($000) $359 Shares 262,000 Est. Cost $2.23 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $352 Shares 2,022 Est. Cost $154.91 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $352 Shares 1,265 Est. Cost $266.38 Unrealized -1.5%
GOOG ALPHABET INC 0.0%
Value ($000) $351 Shares 2,100 Est. Cost $120.90 Unrealized +39.1%
MINT PIMCO ETF TR 0.0%
Value ($000) $348 Shares 3,457 Est. Cost $101.52 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $342 Shares 1,280 Est. Cost $269.40 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $341 Shares 4,444 Est. Cost $75.86 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $331 Shares 2,608 Est. Cost $168.31 Unrealized -23.0%
URA GLOBAL X FDS 0.0%
Value ($000) $329 Shares 11,489 Est. Cost $21.53 Unrealized
AVES AMERICAN CENTY ETF TR 0.0%
Value ($000) $328 Shares 6,285 Est. Cost $46.69 Unrealized
MMM 3M CO 0.0%
Value ($000) $324 Shares 2,372 Est. Cost $122.39 Unrealized -2.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $308 Shares 10,568 Est. Cost $29.18 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $306 Shares 4,000 Est. Cost $83.00 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $306 Shares 11,932 Est. Cost $21.65 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $300 Shares 2,682 Est. Cost $70.52 Unrealized +40.0%
ITA ISHARES TR 0.0%
Value ($000) $299 Shares 2,000 Est. Cost $132.36 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $298 Shares 10,500 Est. Cost $21.52 Unrealized
T AT&T INC 0.0%
Value ($000) $298 Shares 13,523 Est. Cost $15.64 Unrealized +20.1%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $297 Shares 3,516 Est. Cost $82.39 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $296 Shares 5,138 Est. Cost $49.87 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $285 Shares 2,043 Est. Cost $112.96 Unrealized +14.5%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $284 Shares 5,972 Est. Cost $53.76 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $283 Shares 1,295 Est. Cost $193.99 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $281 Shares 2,767 Est. Cost $87.78 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $278 Shares 5,500 Est. Cost $63.17 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $278 Shares 5,000 Est. Cost $55.53 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $278 Shares 4,134 Est. Cost $56.54 Unrealized +14.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $273 Shares 1,323 Est. Cost $170.00 Unrealized +13.5%
AOS SMITH A O CORP 0.0%
Value ($000) $271 Shares 3,019 Est. Cost $82.14 Unrealized -1.8%
MUB ISHARES TR 0.0%
Value ($000) $270 Shares 2,488 Est. Cost $115.19 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $268 Shares 1,881 Est. Cost $115.24 Unrealized +16.4%
GDX VANECK ETF TRUST 0.0%
Value ($000) $263 Shares 6,601 Est. Cost $31.01 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $261 Shares 3,248 Est. Cost $77.14 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $260 Shares 1,152 Est. Cost $180.65 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $259 Shares 12,639 Est. Cost $25.79 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $258 Shares 801 Est. Cost $231.86 Unrealized +35.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $256 Shares 1,472 Est. Cost $137.46 Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $254 Shares 19,883 Est. Cost $14.75 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $252 Shares 2,619 Est. Cost $157.79 Unrealized -42.6%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $251 Shares 3,212 Est. Cost $66.73 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $251 Shares 405 Est. Cost $480.76 Unrealized +22.5%
SHY ISHARES TR 0.0%
Value ($000) $249 Shares 3,000 Est. Cost $81.33 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $247 Shares 2,331 Est. Cost $106.12 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $247 Shares 3,060 Est. Cost $68.14 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $246 Shares 4,442 Est. Cost $46.67 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $245 Shares 1,263 Est. Cost $165.82 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $244 Shares 5,838 Est. Cost $36.74 Unrealized +2.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $243 Shares 2,224 Est. Cost $80.08 Unrealized +31.2%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $238 Shares 1,325 Est. Cost $150.99 Unrealized +19.1%
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $230 Shares 1,160 Est. Cost $193.08 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $225 Shares 6,234 Est. Cost $39.29 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $225 Shares 7,760 Est. Cost $38.44 Unrealized -30.6%
ICF ISHARES TR 0.0%
Value ($000) $224 Shares 3,400 Est. Cost $76.18 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $223 Shares 878 Est. Cost $214.15 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $221 Shares 5,575 Est. Cost $27.77 Unrealized +39.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $220 Shares 794 Est. Cost $253.49 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $219 Shares 4,297 Est. Cost $45.53 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $218 Shares 2,707 Est. Cost $68.53 Unrealized 0.0%
DHS WISDOMTREE TR 0.0%
Value ($000) $215 Shares 2,297 Est. Cost $82.27 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $214 Shares 1,644 Est. Cost $123.37 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $212 Shares 1,357 Est. Cost $142.02 Unrealized -0.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $210 Shares 5,000 Est. Cost $42.68 Unrealized 0.0%
GLDM WORLD GOLD TR 0.0%
Value ($000) $208 Shares 3,987 Est. Cost $52.12 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $206 Shares 2,567 Est. Cost $74.27 Unrealized +6.6%
TMF DIREXION SHS ETF TR 0.0%
Value ($000) $206 Shares 3,568 Est. Cost $57.76 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $205 Shares 1,645 Est. Cost $113.27 Unrealized 0.0%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $204 Shares 4,000 Est. Cost $50.88 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $203 Shares 1,793 Est. Cost $131.26 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $201 Shares 2,491 Est. Cost $90.27 Unrealized -10.9%
NTSX WISDOMTREE TR 0.0%
Value ($000) $190 Shares 4,042 Est. Cost $39.35 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $178 Shares 3,137 Est. Cost $52.83 Unrealized
CMF ISHARES TR 0.0%
Value ($000) $171 Shares 2,946 Est. Cost $62.39 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $167 Shares 3,542 Est. Cost $51.44 Unrealized
GVI ISHARES TR 0.0%
Value ($000) $167 Shares 1,559 Est. Cost $104.76 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $164 Shares 3,803 Est. Cost $42.79 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $164 Shares 1,616 Est. Cost $112.30 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $157 Shares 14,885 Est. Cost $8.33 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $157 Shares 2,508 Est. Cost $52.89 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $157 Shares 4,383 Est. Cost $28.42 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $155 Shares 1,620 Est. Cost $83.58 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $145 Shares 1,480 Est. Cost $115.20 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $145 Shares 2,375 Est. Cost $57.35 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $141 Shares 535 Est. Cost $252.95 Unrealized
DOL WISDOMTREE TR 0.0%
Value ($000) $126 Shares 2,331 Est. Cost $46.78 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $125 Shares 2,033 Est. Cost $62.04 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $117 Shares 1,230 Est. Cost $99.16 Unrealized
AVSC AMERICAN CENTY ETF TR 0.0%
Value ($000) $112 Shares 2,078 Est. Cost $41.20 Unrealized
NTSI WISDOMTREE TR 0.0%
Value ($000) $112 Shares 2,860 Est. Cost $35.76 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $112 Shares 2,350 Est. Cost $35.95 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $112 Shares 800 Est. Cost $117.50 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $111 Shares 1,932 Est. Cost $47.63 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $110 Shares 1,200 Est. Cost $85.16 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $108 Shares 511 Est. Cost $197.65 Unrealized
DFSB DIMENSIONAL ETF TRUST 0.0%
Value ($000) $96 Shares 1,797 Est. Cost $51.83 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $92 Shares 3,167 Est. Cost $29.54 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $91 Shares 743 Est. Cost $77.80 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $90 Shares 913 Est. Cost $91.73 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $88 Shares 664 Est. Cost $121.09 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $86 Shares 1,694 Est. Cost $62.78 Unrealized
IPAC ISHARES TR 0.0%
Value ($000) $86 Shares 1,291 Est. Cost $63.52 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $85 Shares 712 Est. Cost $129.21 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $80 Shares 2,697 Est. Cost $35.06 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $76 Shares 1,591 Est. Cost $39.25 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $75 Shares 540 Est. Cost $138.89 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $75 Shares 1,203 Est. Cost $52.51 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $74 Shares 480 Est. Cost $140.98 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $71 Shares 10,000 Est. Cost $5.00 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $63 Shares 1,230 Est. Cost $73.89 Unrealized
NTSE WISDOMTREE TR 0.0%
Value ($000) $60 Shares 1,861 Est. Cost $28.35 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $53 Shares 790 Est. Cost $54.84 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $49 Shares 501 Est. Cost $109.04 Unrealized
DFSE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $48 Shares 1,349 Est. Cost $28.69 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $47 Shares 1,272 Est. Cost $27.21 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $47 Shares 540 Est. Cost $85.19 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $47 Shares 328 Est. Cost $123.47 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $32.46 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $43 Shares 1,122 Est. Cost $40.33 Unrealized
EVGO EVGO INC 0.0%
Value ($000) $42 Shares 10,126 Est. Cost $5.88 Unrealized -35.0%
PL PLANET LABS PBC 0.0%
Value ($000) $41 Shares 18,600 Est. Cost $5.51 Unrealized -59.7%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $41 Shares 617 Est. Cost $76.25 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $40 Shares 1,139 Est. Cost $35.08 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $35 Shares 108 Est. Cost $220.65 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 192 Est. Cost $182.95 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $33 Shares 380 Est. Cost $83.11 Unrealized
HYMB SPDR SER TR 0.0%
Value ($000) $33 Shares 1,246 Est. Cost $42.48 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $31 Shares 570 Est. Cost $59.65 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $30 Shares 123 Est. Cost $257.72 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $22 Shares 370 Est. Cost $42.14 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $19 Shares 60 Est. Cost $321.95 Unrealized
SPIP SPDR SER TR 0.0%
Value ($000) $18 Shares 700 Est. Cost $25.57 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $17 Shares 328 Est. Cost $46.63 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $16 Shares 67 Est. Cost $246.94 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $15 Shares 247 Est. Cost $54.16 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $15 Shares 137 Est. Cost $110.34 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 200 Est. Cost $60.00 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 200 Est. Cost $51.21 Unrealized
DFJ WISDOMTREE TR 0.0%
Value ($000) $14 Shares 170 Est. Cost $68.96 Unrealized
INVZ INNOVIZ TECHNOLOGIES LTD 0.0%
Value ($000) $12 Shares 15,000 Est. Cost $4.79 Unrealized -84.1%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $12 Shares 200 Est. Cost $56.65 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $11 Shares 349 Est. Cost $37.25 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 86 Est. Cost $93.02 Unrealized
BWZ SPDR SER TR 0.0%
Value ($000) $9 Shares 325 Est. Cost $30.77 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $9 Shares 84 Est. Cost $114.55 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $7 Shares 24 Est. Cost $264.29 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $6 Shares 67 Est. Cost $146.26 Unrealized
BBH VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 35 Est. Cost $165.31 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $6 Shares 19 Est. Cost $297.53 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 108 Est. Cost $52.20 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $5 Shares 68 Est. Cost $74.59 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $3 Shares 240 Est. Cost $12.50 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 39 Est. Cost $31.77 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $1 Shares 40 Est. Cost $28.50 Unrealized
DFAW DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1 Shares 17 Est. Cost $63.47 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.83 Unrealized