Prosperity Consulting Group, LLC Diversified Active

CIK: 0001910398 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $298,502 (100.0% shares, 0.0% debt)

Holdings (202)

IVV ISHARES TR 11.3%
Value ($000) $33,804 Shares 70,774 Est. Cost $457.90 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 5.1%
Value ($000) $15,155 Shares 275,638 Est. Cost $54.65 Unrealized
AAPL APPLE INC 4.0%
Value ($000) $11,926 Shares 61,943 Est. Cost $168.97 Unrealized +8.2%
SPY SPDR S&P 500 ETF TR 3.9%
Value ($000) $11,645 Shares 24,500 Est. Cost $430.35 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $9,736 Shares 25,890 Est. Cost $317.70 Unrealized +10.3%
AMZN AMAZON COM INC 2.5%
Value ($000) $7,562 Shares 49,771 Est. Cost $129.30 Unrealized +8.4%
SCHD SCHWAB STRATEGIC TR 2.3%
Value ($000) $6,720 Shares 88,267 Est. Cost $75.56 Unrealized
IWM ISHARES TR 2.2%
Value ($000) $6,708 Shares 33,421 Est. Cost $189.48 Unrealized
SDY SPDR SER TR 2.2%
Value ($000) $6,600 Shares 52,812 Est. Cost $127.42 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 2.2%
Value ($000) $6,551 Shares 38,872 Est. Cost $135.37 Unrealized
SCHA SCHWAB STRATEGIC TR 1.9%
Value ($000) $5,739 Shares 121,484 Est. Cost $41.42 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 1.9%
Value ($000) $5,670 Shares 160,020 Est. Cost $29.99 Unrealized
AGG ISHARES TR 1.7%
Value ($000) $5,052 Shares 50,900 Est. Cost $96.76 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $4,917 Shares 28,906 Est. Cost $145.13 Unrealized -0.2%
GOOGL ALPHABET INC 1.4%
Value ($000) $4,214 Shares 30,166 Est. Cost $115.84 Unrealized +15.1%
VEA VANGUARD TAX-MANAGED FDS 1.4%
Value ($000) $4,168 Shares 87,017 Est. Cost $46.42 Unrealized
AVDV AMERICAN CENTY ETF TR 1.4%
Value ($000) $4,163 Shares 66,615 Est. Cost $55.63 Unrealized
IWS ISHARES TR 1.3%
Value ($000) $3,731 Shares 32,086 Est. Cost $107.28 Unrealized
V VISA INC 1.2%
Value ($000) $3,613 Shares 13,877 Est. Cost $213.15 Unrealized +13.9%
IWD ISHARES TR 1.1%
Value ($000) $3,335 Shares 20,179 Est. Cost $161.84 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $3,172 Shares 4,806 Est. Cost $495.37 Unrealized +15.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,061 Shares 8,582 Est. Cost $304.04 Unrealized +15.4%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $3,036 Shares 20,720 Est. Cost $138.70 Unrealized +1.4%
VXF VANGUARD INDEX FDS 1.0%
Value ($000) $3,010 Shares 18,306 Est. Cost $146.57 Unrealized
AVEM AMERICAN CENTY ETF TR 0.9%
Value ($000) $2,774 Shares 49,200 Est. Cost $50.73 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $2,583 Shares 6,308 Est. Cost $366.06 Unrealized
CSCO CISCO SYS INC 0.9%
Value ($000) $2,575 Shares 50,970 Est. Cost $50.03 Unrealized -4.1%
COWZ PACER FDS TR 0.8%
Value ($000) $2,309 Shares 44,405 Est. Cost $51.99 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $2,297 Shares 2,058 Est. Cost $61.64 Unrealized +49.6%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,256 Shares 4,286 Est. Cost $462.24 Unrealized +10.6%
EFV ISHARES TR 0.7%
Value ($000) $2,168 Shares 41,612 Est. Cost $50.72 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $2,116 Shares 7,136 Est. Cost $253.54 Unrealized +2.0%
GOOG ALPHABET INC 0.7%
Value ($000) $2,034 Shares 14,435 Est. Cost $120.00 Unrealized +12.2%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $2,027 Shares 4,093 Est. Cost $37.04 Unrealized +25.0%
META META PLATFORMS INC 0.6%
Value ($000) $1,912 Shares 5,403 Est. Cost $316.23 Unrealized +2.3%
IWF ISHARES TR 0.6%
Value ($000) $1,896 Shares 6,254 Est. Cost $267.02 Unrealized
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,895 Shares 56,276 Est. Cost $39.36 Unrealized -29.9%
MRK MERCK & CO INC 0.6%
Value ($000) $1,840 Shares 16,877 Est. Cost $93.94 Unrealized +3.1%
HD HOME DEPOT INC 0.6%
Value ($000) $1,709 Shares 4,932 Est. Cost $313.63 Unrealized -6.3%
AMGN AMGEN INC 0.6%
Value ($000) $1,693 Shares 5,877 Est. Cost $232.71 Unrealized +9.6%
CAT CATERPILLAR INC 0.5%
Value ($000) $1,629 Shares 5,509 Est. Cost $244.39 Unrealized +2.8%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,614 Shares 10,298 Est. Cost $146.99 Unrealized -2.3%
SCZ ISHARES TR 0.5%
Value ($000) $1,596 Shares 25,777 Est. Cost $69.82 Unrealized
EFG ISHARES TR 0.5%
Value ($000) $1,530 Shares 15,798 Est. Cost $93.57 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,507 Shares 39,979 Est. Cost $37.99 Unrealized -18.4%
AJG GALLAGHER ARTHUR J & CO 0.5%
Value ($000) $1,465 Shares 6,513 Est. Cost $188.58 Unrealized +23.2%
IWP ISHARES TR 0.5%
Value ($000) $1,437 Shares 13,752 Est. Cost $94.97 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $1,396 Shares 13,239 Est. Cost $109.94 Unrealized -2.9%
ABBV ABBVIE INC 0.5%
Value ($000) $1,390 Shares 8,970 Est. Cost $135.80 Unrealized -0.1%
LIN LINDE PLC 0.5%
Value ($000) $1,380 Shares 3,360 Est. Cost $330.93 Unrealized +15.9%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,375 Shares 6,558 Est. Cost $162.81 Unrealized +5.8%
PFE PFIZER INC 0.4%
Value ($000) $1,338 Shares 46,466 Est. Cost $38.85 Unrealized -32.0%
KO COCA COLA CO 0.4%
Value ($000) $1,293 Shares 21,935 Est. Cost $51.30 Unrealized +3.8%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,270 Shares 30,888 Est. Cost $49.88 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,222 Shares 6,351 Est. Cost $163.93 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,199 Shares 32,914 Est. Cost $29.91 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,193 Shares 7,980 Est. Cost $128.76 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,187 Shares 7,530 Est. Cost $49.78 Unrealized +3.8%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,100 Shares 11,697 Est. Cost $80.27 Unrealized +4.3%
AOR ISHARES TR 0.4%
Value ($000) $1,077 Shares 20,240 Est. Cost $53.19 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,052 Shares 12,977 Est. Cost $80.90 Unrealized
MUNI PIMCO ETF TR 0.3%
Value ($000) $1,040 Shares 19,698 Est. Cost $52.80 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $999 Shares 7,634 Est. Cost $105.24 Unrealized -3.0%
AOA ISHARES TR 0.3%
Value ($000) $992 Shares 14,367 Est. Cost $69.05 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $968 Shares 4,005 Est. Cost $241.79 Unrealized
BA BOEING CO 0.3%
Value ($000) $964 Shares 3,699 Est. Cost $206.94 Unrealized +3.3%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $945 Shares 9,451 Est. Cost $99.92 Unrealized -2.3%
ABT ABBOTT LABS 0.3%
Value ($000) $940 Shares 8,537 Est. Cost $99.81 Unrealized -3.7%
TSLA TESLA INC 0.3%
Value ($000) $881 Shares 3,546 Est. Cost $226.97 Unrealized +4.7%
FJAN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $852 Shares 21,399 Est. Cost $39.83 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $852 Shares 5,016 Est. Cost $155.82 Unrealized -1.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $840 Shares 8,077 Est. Cost $120.85 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $815 Shares 4,351 Est. Cost $158.83 Unrealized -1.2%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $793 Shares 3,055 Est. Cost $219.86 Unrealized +6.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $791 Shares 5,300 Est. Cost $144.16 Unrealized -4.4%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $786 Shares 10,208 Est. Cost $77.02 Unrealized
T AT&T INC 0.3%
Value ($000) $783 Shares 46,692 Est. Cost $14.58 Unrealized -2.5%
YJUN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $758 Shares 35,708 Est. Cost $20.47 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $755 Shares 4,615 Est. Cost $133.48 Unrealized +6.0%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $733 Shares 1,931 Est. Cost $254.05 Unrealized +31.3%
YDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $714 Shares 31,389 Est. Cost $20.50 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $691 Shares 9,165 Est. Cost $75.05 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $690 Shares 1,184 Est. Cost $539.67 Unrealized +6.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $682 Shares 1,599 Est. Cost $363.18 Unrealized +9.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $670 Shares 1,479 Est. Cost $420.31 Unrealized -0.7%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $663 Shares 2,133 Est. Cost $272.19 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $659 Shares 15,635 Est. Cost $38.84 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $634 Shares 52,044 Est. Cost $10.61 Unrealized -9.2%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $629 Shares 13,663 Est. Cost $46.04 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $620 Shares 8,563 Est. Cost $60.21 Unrealized +6.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $617 Shares 6,836 Est. Cost $141.04 Unrealized -38.9%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $613 Shares 12,201 Est. Cost $50.39 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $606 Shares 7,207 Est. Cost $79.79 Unrealized -5.2%
LOW LOWES COS INC 0.2%
Value ($000) $600 Shares 2,695 Est. Cost $216.14 Unrealized -9.9%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $588 Shares 6,660 Est. Cost $91.70 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $579 Shares 7,913 Est. Cost $68.78 Unrealized -5.7%
IEMG ISHARES INC 0.2%
Value ($000) $572 Shares 11,311 Est. Cost $50.58 Unrealized
TOTL SSGA ACTIVE ETF TR 0.2%
Value ($000) $570 Shares 14,167 Est. Cost $39.22 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $562 Shares 2,142 Est. Cost $243.47 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $547 Shares 3,782 Est. Cost $114.34 Unrealized +3.5%
DJUL FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $539 Shares 14,769 Est. Cost $33.97 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $531 Shares 702 Est. Cost $588.66 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $526 Shares 3,304 Est. Cost $85.99 Unrealized +66.7%
BLACKROCK INC 0.2%
Value ($000) $516 Shares 636 Est. Cost $726.55 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $516 Shares 3,331 Est. Cost $148.35 Unrealized -19.2%
QQQJ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $502 Shares 18,596 Est. Cost $27.65 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $499 Shares 9,730 Est. Cost $49.65 Unrealized -5.3%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $499 Shares 17,269 Est. Cost $41.54 Unrealized -40.4%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $497 Shares 2,778 Est. Cost $160.97 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $488 Shares 818 Est. Cost $539.10 Unrealized +7.0%
FSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $483 Shares 12,005 Est. Cost $33.75 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $481 Shares 4,640 Est. Cost $85.38 Unrealized +1.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $475 Shares 1,355 Est. Cost $306.79 Unrealized +1.9%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $468 Shares 5,141 Est. Cost $68.33 Unrealized +21.5%
SO SOUTHERN CO 0.2%
Value ($000) $458 Shares 6,538 Est. Cost $63.77 Unrealized -0.0%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $456 Shares 3,340 Est. Cost $128.75 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $450 Shares 3,880 Est. Cost $108.22 Unrealized +1.4%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $448 Shares 11,926 Est. Cost $34.28 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $446 Shares 1,881 Est. Cost $230.14 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $441 Shares 1,591 Est. Cost $264.40 Unrealized
MET METLIFE INC 0.1%
Value ($000) $440 Shares 6,658 Est. Cost $58.38 Unrealized +0.7%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $440 Shares 6,108 Est. Cost $68.81 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $422 Shares 14,676 Est. Cost $28.78 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $415 Shares 10,285 Est. Cost $35.62 Unrealized -2.3%
NG NOVAGOLD RES INC 0.1%
Value ($000) $413 Shares 110,500 Est. Cost $3.75 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $403 Shares 9,182 Est. Cost $41.21 Unrealized -2.7%
INTU INTUIT 0.1%
Value ($000) $399 Shares 638 Est. Cost $510.53 Unrealized +6.7%
ETN EATON CORP PLC 0.1%
Value ($000) $397 Shares 1,650 Est. Cost $211.11 Unrealized +2.1%
ARISTA NETWORKS INC 0.1%
Value ($000) $392 Shares 1,666 Est. Cost $235.51 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $391 Shares 1,354 Est. Cost $195.98 Unrealized +30.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $390 Shares 2,288 Est. Cost $168.79 Unrealized -13.8%
TTD THE TRADE DESK INC 0.1%
Value ($000) $388 Shares 5,387 Est. Cost $73.47 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $386 Shares 7,044 Est. Cost $44.66 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $381 Shares 6,596 Est. Cost $52.63 Unrealized +1.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $379 Shares 1,124 Est. Cost $298.09 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $375 Shares 10,815 Est. Cost $30.86 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $374 Shares 7,444 Est. Cost $35.17 Unrealized +13.9%
IWR ISHARES TR 0.1%
Value ($000) $368 Shares 4,738 Est. Cost $72.22 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $364 Shares 2,733 Est. Cost $105.61 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $364 Shares 8,413 Est. Cost $33.10 Unrealized 0.0%
DXCM DEXCOM INC 0.1%
Value ($000) $355 Shares 2,858 Est. Cost $102.16 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $352 Shares 1,842 Est. Cost $173.03 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $351 Shares 899 Est. Cost $335.54 Unrealized +1.9%
DE DEERE & CO 0.1%
Value ($000) $348 Shares 870 Est. Cost $336.76 Unrealized +8.4%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $346 Shares 1,108 Est. Cost $264.03 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $346 Shares 750 Est. Cost $407.15 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $345 Shares 489 Est. Cost $126.04 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $341 Shares 5,269 Est. Cost $26.77 Unrealized +7.2%
ZTS ZOETIS INC 0.1%
Value ($000) $339 Shares 1,717 Est. Cost $175.95 Unrealized -1.8%
SNPS SYNOPSYS INC 0.1%
Value ($000) $338 Shares 657 Est. Cost $468.10 Unrealized +9.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $336 Shares 4,153 Est. Cost $72.19 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $323 Shares 3,921 Est. Cost $76.04 Unrealized -6.0%
DOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $318 Shares 8,757 Est. Cost $35.35 Unrealized
MMM 3M CO 0.1%
Value ($000) $313 Shares 2,862 Est. Cost $75.54 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $309 Shares 7,248 Est. Cost $35.90 Unrealized 0.0%
BWB BRIDGEWATER BANCSHARES INC 0.1%
Value ($000) $301 Shares 22,278 Est. Cost $10.31 Unrealized +2.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $299 Shares 1,846 Est. Cost $144.16 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $299 Shares 1,301 Est. Cost $193.61 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $292 Shares 1,712 Est. Cost $155.35 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $292 Shares 3,693 Est. Cost $64.67 Unrealized +1.1%
TGT TARGET CORP 0.1%
Value ($000) $290 Shares 2,034 Est. Cost $116.31 Unrealized -2.8%
DHR DANAHER CORPORATION 0.1%
Value ($000) $286 Shares 1,235 Est. Cost $210.35 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $283 Shares 298 Est. Cost $63.20 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $282 Shares 8,167 Est. Cost $25.54 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $278 Shares 636 Est. Cost $400.90 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $275 Shares 15,564 Est. Cost $15.34 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $274 Shares 5,324 Est. Cost $41.35 Unrealized 0.0%
DFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $273 Shares 7,274 Est. Cost $33.63 Unrealized
AOM ISHARES TR 0.1%
Value ($000) $272 Shares 6,550 Est. Cost $41.51 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $268 Shares 1,708 Est. Cost $134.26 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $267 Shares 5,128 Est. Cost $43.67 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $265 Shares 2,821 Est. Cost $87.27 Unrealized 0.0%
JNK SPDR SER TR 0.1%
Value ($000) $262 Shares 2,768 Est. Cost $90.40 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $261 Shares 1,586 Est. Cost $141.79 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $255 Shares 468 Est. Cost $508.04 Unrealized 0.0%
FDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $251 Shares 6,428 Est. Cost $33.67 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $250 Shares 4,085 Est. Cost $57.28 Unrealized 0.0%
VLU SPDR SER TR 0.1%
Value ($000) $242 Shares 1,513 Est. Cost $152.58 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $241 Shares 5,133 Est. Cost $44.04 Unrealized -8.8%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $238 Shares 3,118 Est. Cost $83.40 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $236 Shares 970 Est. Cost $228.87 Unrealized +3.3%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $236 Shares 583 Est. Cost $195.78 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $230 Shares 1,078 Est. Cost $203.56 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $230 Shares 1,019 Est. Cost $198.52 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $230 Shares 490 Est. Cost $452.04 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $229 Shares 2,158 Est. Cost $106.28 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $228 Shares 3,956 Est. Cost $50.71 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $228 Shares 1,054 Est. Cost $175.15 Unrealized 0.0%
AOK ISHARES TR 0.1%
Value ($000) $226 Shares 6,260 Est. Cost $36.15 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $224 Shares 996 Est. Cost $224.88 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $224 Shares 448 Est. Cost $445.31 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $220 Shares 2,628 Est. Cost $83.85 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $214 Shares 922 Est. Cost $232.52 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $214 Shares 1,855 Est. Cost $90.81 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $206 Shares 1,400 Est. Cost $117.86 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $206 Shares 1,148 Est. Cost $162.45 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $200 Shares 4,066 Est. Cost $41.03 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $167 Shares 10,430 Est. Cost $15.97 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $138 Shares 10,877 Est. Cost $9.98 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $138 Shares 15,870 Est. Cost $16.90 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $113 Shares 47,175 Est. Cost $2.39 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $89 Shares 15,702 Est. Cost $5.67 Unrealized