Industrial Alliance Investment Management Inc. Diversified Active

CIK: 0001630798 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $3,595 (100.0% shares, 0.0% debt)

Holdings (433)

MSFT MICROSOFT CORP 6.3%
Value ($000) $226 Shares 941,855 Est. Cost $307.65 Unrealized -23.9%
AAPL APPLE INC 4.0%
Value ($000) $144 Shares 1,110,057 Est. Cost $153.48 Unrealized -8.3%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $121 Shares 682,318 Est. Cost $145.80 Unrealized +7.7%
QQQ INVESCO QQQ TRUST SERIES 1 2.8%
Value ($000) $100 Shares 374,138 Est. Cost $370.08 Unrealized
GOOGL ALPHABET INC 2.8%
Value ($000) $99 Shares 1,120,393 Est. Cost $111.50 Unrealized -15.4%
CVS CVS HEALTH CORP 2.4%
Value ($000) $85 Shares 911,633 Est. Cost $81.87 Unrealized +5.0%
AMZN AMAZON.COM INC 2.1%
Value ($000) $77 Shares 912,414 Est. Cost $123.94 Unrealized -20.3%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.1%
Value ($000) $76 Shares 781,801 Est. Cost $114.12 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2.1%
Value ($000) $74 Shares 701,200 Est. Cost $67.12 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $69 Shares 514,695 Est. Cost $133.97 Unrealized -12.2%
SPY SPDR S&P 500 ETF TRUST 1.8%
Value ($000) $66 Shares 173,596 Est. Cost $461.04 Unrealized
AVGO BROADCOM INC 1.8%
Value ($000) $64 Shares 114,713 Est. Cost $51.30 Unrealized -7.2%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $59 Shares 111,124 Est. Cost $424.58 Unrealized +17.9%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 1.6%
Value ($000) $57 Shares 769,691 Est. Cost $86.77 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value ($000) $55 Shares 100,000 Est. Cost $590.46 Unrealized -11.1%
HD HOME DEPOT INC/THE 1.5%
Value ($000) $54 Shares 170,357 Est. Cost $313.92 Unrealized -10.4%
BAC BANK OF AMERICA CORP 1.3%
Value ($000) $47 Shares 1,433,008 Est. Cost $34.84 Unrealized -9.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.3%
Value ($000) $45 Shares 601,129 Est. Cost $68.63 Unrealized
VTV VANGUARD VALUE ETF 1.1%
Value ($000) $39 Shares 276,500 Est. Cost $147.78 Unrealized
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $36 Shares 753,300 Est. Cost $49.01 Unrealized -15.4%
COST COSTCO WHOLESALE CORP 1.0%
Value ($000) $35 Shares 76,991 Est. Cost $491.12 Unrealized -4.6%
CARR CARRIER GLOBAL CORP 0.9%
Value ($000) $34 Shares 813,530 Est. Cost $49.85 Unrealized -22.0%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $32 Shares 442,711 Est. Cost $49.23 Unrealized +32.5%
META META PLATFORMS INC 0.9%
Value ($000) $32 Shares 263,094 Est. Cost $256.75 Unrealized -54.6%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $31 Shares 368,554 Est. Cost $77.28 Unrealized -4.5%
V VISA INC 0.8%
Value ($000) $30 Shares 145,781 Est. Cost $204.23 Unrealized -3.6%
MET METLIFE INC 0.8%
Value ($000) $30 Shares 415,373 Est. Cost $57.30 Unrealized +13.6%
GOOG ALPHABET INC 0.8%
Value ($000) $28 Shares 311,708 Est. Cost $110.56 Unrealized -14.3%
CVX CHEVRON CORP 0.8%
Value ($000) $27 Shares 153,035 Est. Cost $109.51 Unrealized +39.9%
AMAT APPLIED MATERIALS INC 0.8%
Value ($000) $27 Shares 280,023 Est. Cost $128.48 Unrealized -27.4%
HON HONEYWELL INTERNATIONAL INC 0.7%
Value ($000) $26 Shares 121,065 Est. Cost $184.21 Unrealized -3.0%
MA MASTERCARD INC 0.7%
Value ($000) $25 Shares 73,274 Est. Cost $343.78 Unrealized -5.9%
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $25 Shares 381,205 Est. Cost $77.33 Unrealized
MCD MCDONALD'S CORP 0.7%
Value ($000) $25 Shares 94,355 Est. Cost $231.06 Unrealized +6.1%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.7%
Value ($000) $24 Shares 281,126 Est. Cost $109.06 Unrealized
BLACKROCK INC 0.7%
Value ($000) $24 Shares 33,186 Est. Cost $764.69 Unrealized
ACN ACCENTURE PLC 0.6%
Value ($000) $23 Shares 87,420 Est. Cost $308.60 Unrealized -14.4%
LLY ELI LILLY & CO 0.6%
Value ($000) $23 Shares 62,894 Est. Cost $258.00 Unrealized +34.0%
PEP PEPSICO INC 0.6%
Value ($000) $21 Shares 118,203 Est. Cost $144.17 Unrealized +11.6%
ABBV ABBVIE INC 0.6%
Value ($000) $21 Shares 130,493 Est. Cost $110.66 Unrealized +24.0%
MRK MERCK & CO INC 0.6%
Value ($000) $21 Shares 189,772 Est. Cost $73.10 Unrealized +26.9%
NVDA NVIDIA CORP 0.6%
Value ($000) $21 Shares 143,572 Est. Cost $26.08 Unrealized -43.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $21 Shares 333,231 Est. Cost $73.51 Unrealized
PG PROCTER & GAMBLE CO/THE 0.5%
Value ($000) $19 Shares 127,537 Est. Cost $132.27 Unrealized -1.9%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.5%
Value ($000) $19 Shares 192,949 Est. Cost $114.46 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $19 Shares 174,904 Est. Cost $112.88 Unrealized -13.5%
SYK STRYKER CORP 0.5%
Value ($000) $19 Shares 77,480 Est. Cost $250.88 Unrealized -12.4%
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC 0.5%
Value ($000) $18 Shares 176,451 Est. Cost $142.66 Unrealized -24.1%
NFLX NETFLIX INC 0.5%
Value ($000) $18 Shares 59,925 Est. Cost $50.30 Unrealized -44.2%
TPR TAPESTRY INC 0.5%
Value ($000) $18 Shares 462,420 Est. Cost $31.37 Unrealized +0.1%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $18 Shares 380,012 Est. Cost $41.52 Unrealized +4.3%
TSLA TESLA INC 0.5%
Value ($000) $17 Shares 141,680 Est. Cost $283.76 Unrealized -33.3%
DHR DANAHER CORP 0.5%
Value ($000) $17 Shares 65,688 Est. Cost $264.49 Unrealized -13.7%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $17 Shares 104,233 Est. Cost $168.11 Unrealized -9.6%
DG DOLLAR GENERAL CORP 0.5%
Value ($000) $16 Shares 66,044 Est. Cost $209.20 Unrealized +11.4%
EOG EOG RESOURCES INC 0.4%
Value ($000) $16 Shares 123,300 Est. Cost $74.72 Unrealized +57.7%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $16 Shares 30,816 Est. Cost $405.30 Unrealized +19.5%
PGR PROGRESSIVE CORP/THE 0.4%
Value ($000) $15 Shares 115,320 Est. Cost $92.26 Unrealized +25.4%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $15 Shares 603,400 Est. Cost $33.01 Unrealized -17.1%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $14 Shares 50,189 Est. Cost $221.78 Unrealized +37.4%
CNC CENTENE CORP 0.4%
Value ($000) $14 Shares 168,727 Est. Cost $73.90 Unrealized +10.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $14 Shares 346,548 Est. Cost $40.90 Unrealized -24.8%
ADBE ADOBE INC 0.4%
Value ($000) $14 Shares 40,219 Est. Cost $588.21 Unrealized -45.6%
RH RH 0.4%
Value ($000) $13 Shares 50,375 Est. Cost $371.27 Unrealized -29.8%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $13 Shares 39,171 Est. Cost $390.00 Unrealized -17.7%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $13 Shares 92,726 Est. Cost $86.18 Unrealized -6.8%
PFE PFIZER INC 0.4%
Value ($000) $13 Shares 252,185 Est. Cost $40.23 Unrealized -0.1%
SBAC SBA COMMUNICATIONS CORP 0.4%
Value ($000) $13 Shares 46,023 Est. Cost $310.79 Unrealized -15.2%
CMCSA COMCAST CORP 0.4%
Value ($000) $13 Shares 367,582 Est. Cost $45.35 Unrealized -33.7%
VMWARE INC 0.4%
Value ($000) $13 Shares 104,282 Est. Cost $111.20 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.3%
Value ($000) $12 Shares 245,366 Est. Cost $59.41 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $12 Shares 87,242 Est. Cost $114.57 Unrealized +21.2%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $12 Shares 186,895 Est. Cost $115.24 Unrealized -42.7%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $12 Shares 225,898 Est. Cost $36.47 Unrealized +26.3%
NOW SERVICENOW INC 0.3%
Value ($000) $12 Shares 31,027 Est. Cost $102.70 Unrealized -23.9%
CNQ CANADIAN NATURAL RESOURCES LTD 0.3%
Value ($000) $12 Shares 214,583 Est. Cost $19.82 Unrealized +26.6%
WMT WALMART INC 0.3%
Value ($000) $12 Shares 83,029 Est. Cost $45.09 Unrealized +1.3%
IQV IQVIA HOLDINGS INC 0.3%
Value ($000) $11 Shares 55,116 Est. Cost $248.92 Unrealized -18.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $11 Shares 101,454 Est. Cost $145.78 Unrealized -25.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $11 Shares 112,200 Est. Cost $99.58 Unrealized -12.1%
MAA MID-AMERICA APARTMENT COMMUNITIES INC 0.3%
Value ($000) $11 Shares 68,820 Est. Cost $177.26 Unrealized -22.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $11 Shares 22,200 Est. Cost $342.05 Unrealized +24.7%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $11 Shares 19,645 Est. Cost $357.82 Unrealized +38.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $11 Shares 96,885 Est. Cost $60.67 Unrealized +58.7%
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $11 Shares 44,719 Est. Cost $207.16 Unrealized +10.5%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $11 Shares 110,430 Est. Cost $84.53 Unrealized 0.0%
ETN EATON CORP PLC 0.3%
Value ($000) $11 Shares 67,150 Est. Cost $142.43 Unrealized +3.2%
TJX TJX COS INC/THE 0.3%
Value ($000) $10 Shares 127,645 Est. Cost $64.78 Unrealized +9.2%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $10 Shares 145,850 Est. Cost $29.37 Unrealized -14.9%
OXY OCCIDENTAL PETROLEUM CORP 0.3%
Value ($000) $10 Shares 157,500 Est. Cost $60.52 Unrealized +6.9%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $10 Shares 59,387 Est. Cost $164.67 Unrealized -10.3%
ASH ASHLAND INC 0.3%
Value ($000) $9 Shares 87,773 Est. Cost $93.36 Unrealized +5.6%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $9 Shares 34,267 Est. Cost $335.67 Unrealized -27.4%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $9 Shares 43,526 Est. Cost $211.42 Unrealized -10.0%
CROX CROCS INC 0.3%
Value ($000) $9 Shares 83,091 Est. Cost $110.49 Unrealized -20.0%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $9 Shares 126,263 Est. Cost $151.90 Unrealized -47.4%
KR KROGER CO/THE 0.2%
Value ($000) $9 Shares 198,069 Est. Cost $42.76 Unrealized +0.2%
INTU INTUIT INC 0.2%
Value ($000) $9 Shares 22,622 Est. Cost $546.58 Unrealized -28.9%
BKLN INVESCO SENIOR LOAN ETF 0.2%
Value ($000) $9 Shares 428,100 Est. Cost $22.10 Unrealized
EQIX EQUINIX INC 0.2%
Value ($000) $9 Shares 13,153 Est. Cost $696.85 Unrealized -16.9%
NKE NIKE INC 0.2%
Value ($000) $8 Shares 72,624 Est. Cost $145.67 Unrealized -34.6%
AMGN AMGEN INC 0.2%
Value ($000) $8 Shares 32,048 Est. Cost $188.23 Unrealized +29.0%
CSX CSX CORP 0.2%
Value ($000) $8 Shares 267,848 Est. Cost $32.88 Unrealized -12.6%
NTNX NUTANIX INC 0.2%
Value ($000) $8 Shares 318,191 Est. Cost $24.22 Unrealized +12.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $8 Shares 176,919 Est. Cost $49.26 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $8 Shares 4,037 Est. Cost $2321.82 Unrealized -19.6%
WMB WILLIAMS COS INC/THE 0.2%
Value ($000) $8 Shares 240,700 Est. Cost $22.95 Unrealized +23.1%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $8 Shares 95,261 Est. Cost $113.80 Unrealized
AES AES CORP/THE 0.2%
Value ($000) $8 Shares 272,395 Est. Cost $20.56 Unrealized +14.7%
ORLY O'REILLY AUTOMOTIVE INC 0.2%
Value ($000) $8 Shares 9,244 Est. Cost $43.37 Unrealized +24.0%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.2%
Value ($000) $8 Shares 53,190 Est. Cost $150.15 Unrealized -17.9%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $8 Shares 33,381 Est. Cost $213.32 Unrealized +6.0%
CVE CENOVUS ENERGY INC 0.2%
Value ($000) $8 Shares 389,954 Est. Cost $12.82 Unrealized +37.9%
SNPS SYNOPSYS INC 0.2%
Value ($000) $8 Shares 23,576 Est. Cost $337.23 Unrealized -7.2%
APH AMPHENOL CORP 0.2%
Value ($000) $7 Shares 98,280 Est. Cost $38.82 Unrealized -5.3%
CTVA CORTEVA INC 0.2%
Value ($000) $7 Shares 123,909 Est. Cost $56.93 Unrealized +7.4%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $7 Shares 51,278 Est. Cost $127.95 Unrealized +0.0%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $7 Shares 52,519 Est. Cost $129.74 Unrealized +2.7%
ORCL ORACLE CORP 0.2%
Value ($000) $7 Shares 84,851 Est. Cost $86.52 Unrealized -15.4%
BIIB BIOGEN INC 0.2%
Value ($000) $7 Shares 24,824 Est. Cost $226.20 Unrealized +24.9%
FTS FORTIS INC/CANADA 0.2%
Value ($000) $7 Shares 170,650 Est. Cost $39.78 Unrealized -12.9%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $7 Shares 15,624 Est. Cost $458.35 Unrealized -11.9%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.2%
Value ($000) $7 Shares 104,441 Est. Cost $52.04 Unrealized +10.9%
ILMN ILLUMINA INC 0.2%
Value ($000) $7 Shares 32,428 Est. Cost $302.50 Unrealized -31.5%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $7 Shares 75,890 Est. Cost $58.23 Unrealized +21.6%
LAM RESEARCH CORP 0.2%
Value ($000) $6 Shares 15,409 Est. Cost $693.87 Unrealized
AME AMETEK INC 0.2%
Value ($000) $6 Shares 46,325 Est. Cost $132.55 Unrealized -2.1%
INTC INTEL CORP 0.2%
Value ($000) $6 Shares 243,997 Est. Cost $45.80 Unrealized -41.8%
PUBM PUBMATIC INC 0.2%
Value ($000) $6 Shares 502,134 Est. Cost $21.85 Unrealized -28.3%
CB CHUBB LTD 0.2%
Value ($000) $6 Shares 29,112 Est. Cost $178.38 Unrealized +12.1%
TRV TRAVELERS COS INC/THE 0.2%
Value ($000) $6 Shares 33,725 Est. Cost $146.05 Unrealized +15.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $6 Shares 87,075 Est. Cost $55.40 Unrealized +4.7%
FTNT FORTINET INC 0.2%
Value ($000) $6 Shares 118,047 Est. Cost $59.77 Unrealized -12.8%
PAYX PAYCHEX INC 0.2%
Value ($000) $6 Shares 49,674 Est. Cost $109.86 Unrealized -3.0%
EQT EQT CORP 0.2%
Value ($000) $6 Shares 167,630 Est. Cost $38.26 Unrealized 0.0%
GFL GFL ENVIRONMENTAL INC 0.2%
Value ($000) $6 Shares 192,127 Est. Cost $36.00 Unrealized -24.9%
DIS WALT DISNEY CO/THE 0.1%
Value ($000) $5 Shares 61,920 Est. Cost $123.35 Unrealized -24.2%
CRM SALESFORCE INC 0.1%
Value ($000) $5 Shares 40,529 Est. Cost $249.31 Unrealized -42.2%
SHW SHERWIN-WILLIAMS CO/THE 0.1%
Value ($000) $5 Shares 22,118 Est. Cost $289.35 Unrealized -22.3%
SPLUNK INC 0.1%
Value ($000) $5 Shares 60,145 Est. Cost $113.88 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $5 Shares 34,709 Est. Cost $208.48 Unrealized -32.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.1%
Value ($000) $5 Shares 89,648 Est. Cost $75.37 Unrealized -26.1%
FAST FASTENAL CO 0.1%
Value ($000) $5 Shares 107,299 Est. Cost $26.56 Unrealized -14.8%
LINDE PLC 0.1%
Value ($000) $5 Shares 15,300 Est. Cost $346.41 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.1%
Value ($000) $5 Shares 45,100 Est. Cost $93.38 Unrealized +14.6%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $5 Shares 6,615 Est. Cost $611.44 Unrealized +20.0%
DE DEERE & CO 0.1%
Value ($000) $5 Shares 10,910 Est. Cost $340.01 Unrealized +14.3%
GTM ZOOMINFO TECHNOLOGIES INC 0.1%
Value ($000) $5 Shares 155,313 Est. Cost $58.95 Unrealized -41.4%
HSY HERSHEY CO/THE 0.1%
Value ($000) $5 Shares 19,773 Est. Cost $166.27 Unrealized +27.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $5 Shares 26,570 Est. Cost $160.76 Unrealized +6.0%
KNX KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 0.1%
Value ($000) $4 Shares 84,279 Est. Cost $53.96 Unrealized -7.8%
PTC PTC INC 0.1%
Value ($000) $4 Shares 36,700 Est. Cost $113.09 Unrealized +5.8%
FISV FISERV INC 0.1%
Value ($000) $4 Shares 43,535 Est. Cost $103.11 Unrealized -3.4%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $4 Shares 26,143 Est. Cost $156.03 Unrealized -0.1%
ENDEAVOR GROUP HOLDINGS INC 0.1%
Value ($000) $4 Shares 190,870 Est. Cost $0.02 Unrealized
WIX WIX.COM LTD 0.1%
Value ($000) $4 Shares 55,400 Est. Cost $80.77 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $4 Shares 57,054 Est. Cost $119.87 Unrealized
GS GOLDMAN SACHS GROUP INC/THE 0.1%
Value ($000) $4 Shares 12,207 Est. Cost $347.08 Unrealized -7.4%
CRWD CROWDSTRIKE HOLDINGS INC 0.1%
Value ($000) $4 Shares 39,632 Est. Cost $188.69 Unrealized -27.5%
MRNA MODERNA INC 0.1%
Value ($000) $4 Shares 22,251 Est. Cost $285.33 Unrealized -42.7%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.1%
Value ($000) $4 Shares 58,563 Est. Cost $100.60 Unrealized -34.9%
PSA PUBLIC STORAGE 0.1%
Value ($000) $4 Shares 14,139 Est. Cost $256.48 Unrealized 0.0%
TMCI TREACE MEDICAL CONCEPTS INC 0.1%
Value ($000) $4 Shares 171,690 Est. Cost $20.27 Unrealized +13.6%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $4 Shares 47,351 Est. Cost $69.81 Unrealized -5.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $4 Shares 78,647 Est. Cost $76.29 Unrealized -29.5%
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $4 Shares 80,958 Est. Cost $54.72 Unrealized
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $4 Shares 107,626 Est. Cost $31.91 Unrealized +7.4%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $4 Shares 22,889 Est. Cost $190.58 Unrealized -21.6%
IRTC IRHYTHM TECHNOLOGIES INC 0.1%
Value ($000) $4 Shares 38,617 Est. Cost $137.83 Unrealized -21.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $4 Shares 15,070 Est. Cost $206.59 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $4 Shares 16,356 Est. Cost $182.55 Unrealized +8.2%
WAT WATERS CORP 0.1%
Value ($000) $4 Shares 10,500 Est. Cost $349.78 Unrealized -9.6%
OUTSET MEDICAL INC 0.1%
Value ($000) $4 Shares 137,890 Est. Cost $15.93 Unrealized
IT GARTNER INC 0.1%
Value ($000) $4 Shares 10,580 Est. Cost $283.21 Unrealized +14.0%
MTB M&T BANK CORP 0.1%
Value ($000) $3 Shares 24,060 Est. Cost $147.80 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $3 Shares 45,328 Est. Cost $67.29 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.1%
Value ($000) $3 Shares 10,223 Est. Cost $662.14 Unrealized -46.9%
KLAC KLA CORP 0.1%
Value ($000) $3 Shares 8,961 Est. Cost $367.85 Unrealized -8.1%
MTZ MASTEC INC 0.1%
Value ($000) $3 Shares 39,540 Est. Cost $82.03 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $3 Shares 27,595 Est. Cost $131.14 Unrealized -5.9%
CF CF INDUSTRIES HOLDINGS INC 0.1%
Value ($000) $3 Shares 39,360 Est. Cost $94.52 Unrealized 0.0%
BUNGE LTD 0.1%
Value ($000) $3 Shares 33,370 Est. Cost $106.13 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $3 Shares 15,710 Est. Cost $227.37 Unrealized -17.9%
EXC EXELON CORP 0.1%
Value ($000) $3 Shares 76,090 Est. Cost $33.30 Unrealized +5.7%
CDNS CADENCE DESIGN SYSTEMS INC 0.1%
Value ($000) $3 Shares 20,444 Est. Cost $172.46 Unrealized -7.3%
LAMR LAMAR ADVERTISING CO 0.1%
Value ($000) $3 Shares 34,560 Est. Cost $121.30 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $3 Shares 43,000 Est. Cost $107.92 Unrealized -28.6%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $3 Shares 64,580 Est. Cost $40.86 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $3 Shares 37,170 Est. Cost $86.77 Unrealized -11.5%
PNC PNC FINANCIAL SERVICES GROUP INC/THE 0.1%
Value ($000) $3 Shares 19,920 Est. Cost $139.24 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $3 Shares 30,040 Est. Cost $83.90 Unrealized +11.9%
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $3 Shares 30,218 Est. Cost $44.23 Unrealized +9.5%
ROST ROSS STORES INC 0.1%
Value ($000) $3 Shares 26,330 Est. Cost $99.64 Unrealized -1.1%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $3 Shares 38,517 Est. Cost $71.06 Unrealized -1.9%
FTV FORTIVE CORP 0.1%
Value ($000) $3 Shares 46,940 Est. Cost $47.79 Unrealized 0.0%
KHC KRAFT HEINZ CO/THE 0.1%
Value ($000) $3 Shares 70,945 Est. Cost $29.87 Unrealized +8.8%
AEP AMERICAN ELECTRIC POWER CO INC 0.1%
Value ($000) $3 Shares 29,762 Est. Cost $74.42 Unrealized +8.7%
AQN ALGONQUIN POWER & UTILITIES CORP 0.1%
Value ($000) $3 Shares 425,381 Est. Cost $11.54 Unrealized -35.1%
MAR MARRIOTT INTERNATIONAL INC/MD 0.1%
Value ($000) $3 Shares 18,333 Est. Cost $156.61 Unrealized -4.7%
DOMO DOMO INC 0.1%
Value ($000) $3 Shares 189,152 Est. Cost $32.95 Unrealized -52.9%
CTAS CINTAS CORP 0.1%
Value ($000) $3 Shares 5,881 Est. Cost $102.39 Unrealized +2.8%
NTRA NATERA INC 0.1%
Value ($000) $3 Shares 65,687 Est. Cost $63.08 Unrealized -34.7%
ENVX ENOVIX CORP 0.1%
Value ($000) $3 Shares 206,810 Est. Cost $16.06 Unrealized -12.5%
MCO MOODY'S CORP 0.1%
Value ($000) $3 Shares 9,135 Est. Cost $335.11 Unrealized -20.5%
DXCM DEXCOM INC 0.1%
Value ($000) $3 Shares 22,371 Est. Cost $102.21 Unrealized +7.4%
BARK BARK INC 0.1%
Value ($000) $3 Shares 1,698,847 Est. Cost $2.66 Unrealized -37.6%
CCK CROWN HOLDINGS INC 0.1%
Value ($000) $3 Shares 30,607 Est. Cost $105.36 Unrealized -27.0%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $2 Shares 35,183 Est. Cost $72.31 Unrealized -11.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $2 Shares 2,913 Est. Cost $1335.90 Unrealized -33.4%
ABNB AIRBNB INC 0.1%
Value ($000) $2 Shares 28,706 Est. Cost $164.66 Unrealized -38.7%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $2 Shares 35,383 Est. Cost $58.71 Unrealized
BELLUS HEALTH INC 0.1%
Value ($000) $2 Shares 290,140 Est. Cost $8.67 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $2 Shares 25,453 Est. Cost $140.19 Unrealized -33.6%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $2 Shares 24,649 Est. Cost $102.32 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $2 Shares 12,502 Est. Cost $280.29 Unrealized -28.4%
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $2 Shares 68,840 Est. Cost $43.68 Unrealized -23.2%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $2 Shares 7,084 Est. Cost $411.23 Unrealized -20.0%
PCAR PACCAR INC 0.1%
Value ($000) $2 Shares 22,471 Est. Cost $49.42 Unrealized +15.4%
XEL XCEL ENERGY INC 0.1%
Value ($000) $2 Shares 31,695 Est. Cost $57.83 Unrealized +3.1%
PDD PINDUODUO INC 0.1%
Value ($000) $2 Shares 27,110 Est. Cost $56.40 Unrealized
SEAGEN INC 0.1%
Value ($000) $2 Shares 17,147 Est. Cost $153.51 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $2 Shares 44,568 Est. Cost $2.30 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $2 Shares 15,198 Est. Cost $122.76 Unrealized +21.2%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $2 Shares 7,872 Est. Cost $290.95 Unrealized 0.0%
BKR BAKER HUGHES CO 0.1%
Value ($000) $2 Shares 69,859 Est. Cost $25.17 Unrealized +1.9%
WDAY WORKDAY INC 0.1%
Value ($000) $2 Shares 11,699 Est. Cost $262.98 Unrealized -40.7%
IDXX IDEXX LABORATORIES INC 0.1%
Value ($000) $2 Shares 4,797 Est. Cost $603.46 Unrealized -35.7%
SCHW CHARLES SCHWAB CORP/THE 0.1%
Value ($000) $2 Shares 23,453 Est. Cost $73.93 Unrealized +0.4%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $2 Shares 50,088 Est. Cost $50.15 Unrealized
ZIP ZIPRECRUITER INC 0.1%
Value ($000) $2 Shares 113,350 Est. Cost $19.98 Unrealized -17.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $2 Shares 49,381 Est. Cost $71.37 Unrealized -43.5%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $2 Shares 59,797 Est. Cost $36.73 Unrealized
CSGP COSTAR GROUP INC 0.1%
Value ($000) $2 Shares 23,555 Est. Cost $78.14 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE INC 0.1%
Value ($000) $2 Shares 6,399 Est. Cost $151.49 Unrealized -7.9%
KKR KKR & CO INC 0.0%
Value ($000) $2 Shares 37,920 Est. Cost $71.22 Unrealized -33.2%
CPRT COPART INC 0.0%
Value ($000) $2 Shares 27,586 Est. Cost $33.19 Unrealized -9.8%
FN FABRINET 0.0%
Value ($000) $2 Shares 12,900 Est. Cost $110.79 Unrealized +7.7%
NEM NEWMONT CORP 0.0%
Value ($000) $2 Shares 34,801 Est. Cost $57.92 Unrealized -29.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $2 Shares 18,940 Est. Cost $48.45 Unrealized +81.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2 Shares 9,058 Est. Cost $208.99 Unrealized -17.6%
JD JD.COM INC 0.0%
Value ($000) $2 Shares 28,136 Est. Cost $69.40 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $2 Shares 124,690 Est. Cost $22.37 Unrealized -28.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1 Shares 12,618 Est. Cost $75.48 Unrealized +44.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 140,647 Est. Cost $11.29 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $1 Shares 225,273 Est. Cost $6.35 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $1 Shares 27,700 Est. Cost $76.23 Unrealized -40.0%
EBAY EBAY INC 0.0%
Value ($000) $1 Shares 31,430 Est. Cost $65.03 Unrealized -40.1%
TEAM ATLASSIAN CORP 0.0%
Value ($000) $1 Shares 9,845 Est. Cost $159.19 Unrealized 0.0%
DDOG DATADOG INC 0.0%
Value ($000) $1 Shares 16,915 Est. Cost $122.43 Unrealized -36.2%
ANSYS INC 0.0%
Value ($000) $1 Shares 5,045 Est. Cost $380.76 Unrealized
VICI VICI PROPERTIES INC 0.0%
Value ($000) $1 Shares 37,242 Est. Cost $23.15 Unrealized +16.5%
SVB FINANCIAL GROUP 0.0%
Value ($000) $1 Shares 5,190 Est. Cost $395.01 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $1 Shares 3,453 Est. Cost $200.27 Unrealized +49.2%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $1 Shares 5,563 Est. Cost $154.59 Unrealized +28.8%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 10,679 Est. Cost $76.31 Unrealized +6.5%
BDX BECTON DICKINSON AND CO 0.0%
Value ($000) $1 Shares 4,149 Est. Cost $223.48 Unrealized -0.1%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 9,843 Est. Cost $90.76 Unrealized +8.5%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 52,886 Est. Cost $29.44 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 14,228 Est. Cost $212.05 Unrealized -64.2%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 9,635 Est. Cost $89.57 Unrealized +4.9%
ZIM ZIM INTEGRATED SHIPPING SERVICES LTD 0.0%
Value ($000) $1 Shares 55,816 Est. Cost $41.32 Unrealized -46.2%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 4,524 Est. Cost $604.41 Unrealized -66.9%
ZS ZSCALER INC 0.0%
Value ($000) $1 Shares 8,352 Est. Cost $296.00 Unrealized -54.1%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $1 Shares 20,376 Est. Cost $49.91 Unrealized -25.7%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $1 Shares 6,745 Est. Cost $127.74 Unrealized +0.4%
FFIV F5 INC 0.0%
Value ($000) $1 Shares 5,755 Est. Cost $221.99 Unrealized -34.1%
AON AON PLC 0.0%
Value ($000) $1 Shares 2,744 Est. Cost $290.95 Unrealized -1.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $1 Shares 5,256 Est. Cost $156.96 Unrealized
FMC FMC CORP 0.0%
Value ($000) $1 Shares 6,081 Est. Cost $87.46 Unrealized +23.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 7,149 Est. Cost $79.74 Unrealized +9.9%
GL GLOBE LIFE INC 0.0%
Value ($000) $1 Shares 5,936 Est. Cost $96.51 Unrealized +15.5%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $1 Shares 25,203 Est. Cost $32.78 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $1 Shares 9,530 Est. Cost $71.55 Unrealized +4.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $1 Shares 18,045 Est. Cost $49.43 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1 Shares 2,756 Est. Cost $197.96 Unrealized +15.6%
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 99,093 Est. Cost $34.92 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $1 Shares 5,208 Est. Cost $133.26 Unrealized -14.1%
IR INGERSOLL RAND INC 0.0%
Value ($000) $1 Shares 12,390 Est. Cost $56.66 Unrealized -10.2%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $1 Shares 11,760 Est. Cost $53.21 Unrealized -4.5%
G GENPACT LTD 0.0%
Value ($000) $1 Shares 13,835 Est. Cost $46.72 Unrealized -6.9%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 4,953 Est. Cost $72.00 Unrealized +58.4%
ITRI ITRON INC 0.0%
Value ($000) $1 Shares 12,300 Est. Cost $49.79 Unrealized -0.8%
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 6,584 Est. Cost $81.27 Unrealized -4.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 7,618 Est. Cost $94.87 Unrealized -22.6%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $1 Shares 9,012 Est. Cost $61.02 Unrealized -7.8%
APP APPLOVIN CORP 0.0%
Value ($000) $1 Shares 52,860 Est. Cost $35.30 Unrealized -58.4%
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $1 Shares 6,385 Est. Cost $95.17 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $1 Shares 7,893 Est. Cost $65.10 Unrealized
SO SOUTHERN CO/THE 0.0%
Value ($000) $1 Shares 7,409 Est. Cost $54.72 Unrealized +9.0%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 2,811 Est. Cost $223.69 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $0 Shares 23,095 Est. Cost $36.24 Unrealized -42.9%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 12,231 Est. Cost $31.41 Unrealized +14.9%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $0 Shares 6,204 Est. Cost $72.00 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 3,613 Est. Cost $149.88 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $0 Shares 14,132 Est. Cost $49.59 Unrealized -39.2%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $0 Shares 2,466 Est. Cost $186.70 Unrealized -10.6%
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value ($000) $0 Shares 1,377 Est. Cost $261.73 Unrealized -0.9%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $0 Shares 3,428 Est. Cost $134.43 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 2,855 Est. Cost $203.53 Unrealized -29.6%
STORE CAPITAL CORP 0.0%
Value ($000) $0 Shares 12,600 Est. Cost $34.43 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $0 Shares 551 Est. Cost $1654.24 Unrealized -57.6%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 14,220 Est. Cost $45.76 Unrealized 0.0%
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 25,923 Est. Cost $28.16 Unrealized -37.3%
QIAGEN NV 0.0%
Value ($000) $0 Shares 7,200 Est. Cost $55.57 Unrealized
MMM 3M CO 0.0%
Value ($000) $0 Shares 2,942 Est. Cost $94.68 Unrealized -4.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $0 Shares 1,429 Est. Cost $220.43 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 3,003 Est. Cost $161.27 Unrealized
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $0 Shares 6,588 Est. Cost $91.05 Unrealized -32.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $0 Shares 8,171 Est. Cost $46.86 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 1,967 Est. Cost $148.42 Unrealized -0.3%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $0 Shares 1,671 Est. Cost $225.46 Unrealized
AXTA AXALTA COATING SYSTEMS LTD 0.0%
Value ($000) $0 Shares 12,873 Est. Cost $31.73 Unrealized -22.1%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 5,173 Est. Cost $64.87 Unrealized -10.1%
BAP CREDICORP LTD 0.0%
Value ($000) $0 Shares 2,368 Est. Cost $138.77 Unrealized -5.9%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 13,077 Est. Cost $24.56 Unrealized -1.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 3,522 Est. Cost $137.96 Unrealized -41.1%
MAS MASCO CORP 0.0%
Value ($000) $0 Shares 6,756 Est. Cost $58.91 Unrealized -22.8%
AOS A O SMITH CORP 0.0%
Value ($000) $0 Shares 5,445 Est. Cost $65.22 Unrealized -19.0%
T AT&T INC 0.0%
Value ($000) $0 Shares 16,964 Est. Cost $15.18 Unrealized -0.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 6,788 Est. Cost $34.10 Unrealized +2.7%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,470 Est. Cost $204.74 Unrealized +3.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 3,899 Est. Cost $78.43 Unrealized -10.6%
MTCH MATCH GROUP INC 0.0%
Value ($000) $0 Shares 7,316 Est. Cost $117.55 Unrealized -62.4%
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 583 Est. Cost $473.64 Unrealized +7.2%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $0 Shares 3,840 Est. Cost $145.86 Unrealized -47.8%
LOW LOWE'S COS INC 0.0%
Value ($000) $0 Shares 1,452 Est. Cost $189.11 Unrealized -0.5%
NTES NETEASE INC 0.0%
Value ($000) $0 Shares 3,984 Est. Cost $101.79 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $0 Shares 3,445 Est. Cost $72.93 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $0 Shares 925 Est. Cost $259.27 Unrealized +12.6%
NICE NICE LTD 0.0%
Value ($000) $0 Shares 1,448 Est. Cost $303.42 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 1,801 Est. Cost $156.34 Unrealized -8.9%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $0 Shares 5,956 Est. Cost $45.91 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $0 Shares 1,571 Est. Cost $153.18 Unrealized 0.0%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $0 Shares 9,871 Est. Cost $27.77 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 645 Est. Cost $367.20 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 3,257 Est. Cost $54.56 Unrealized +14.5%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 1,747 Est. Cost $129.61 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $0 Shares 1,362 Est. Cost $147.67 Unrealized +3.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1,656 Est. Cost $123.11 Unrealized
CDW CDW CORP/DE 0.0%
Value ($000) $0 Shares 1,256 Est. Cost $168.86 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $0 Shares 8,346 Est. Cost $28.17 Unrealized -12.8%
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 1,292 Est. Cost $159.11 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES GROUP INC/THE 0.0%
Value ($000) $0 Shares 2,942 Est. Cost $64.87 Unrealized +4.3%
NDAQ NASDAQ INC 0.0%
Value ($000) $0 Shares 3,614 Est. Cost $59.57 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 2,876 Est. Cost $71.56 Unrealized 0.0%
KELLOGG CO 0.0%
Value ($000) $0 Shares 3,087 Est. Cost $60.91 Unrealized 0.0%
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $0 Shares 1,254 Est. Cost $169.23 Unrealized 0.0%
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC 0.0%
Value ($000) $0 Shares 2,109 Est. Cost $99.06 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 8,075 Est. Cost $22.47 Unrealized
WRB W R BERKLEY CORP 0.0%
Value ($000) $0 Shares 3,004 Est. Cost $44.51 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 2,234 Est. Cost $91.75 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 3,622 Est. Cost $76.15 Unrealized -19.1%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 2,482 Est. Cost $93.83 Unrealized 0.0%
LKQ LKQ CORP 0.0%
Value ($000) $0 Shares 4,056 Est. Cost $48.50 Unrealized 0.0%
MOS MOSAIC CO/THE 0.0%
Value ($000) $0 Shares 4,956 Est. Cost $34.71 Unrealized +30.6%
QRVO QORVO INC 0.0%
Value ($000) $0 Shares 2,372 Est. Cost $96.25 Unrealized -6.2%
GM GENERAL MOTORS CO 0.0%
Value ($000) $0 Shares 6,284 Est. Cost $56.36 Unrealized -36.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 5,856 Est. Cost $32.83 Unrealized
VFF VILLAGE FARMS INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 147,115 Est. Cost $5.25 Unrealized -63.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 5,114 Est. Cost $44.59 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS PLC 0.0%
Value ($000) $0 Shares 3,362 Est. Cost $45.59 Unrealized 0.0%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $0 Shares 1,813 Est. Cost $132.51 Unrealized -23.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $0 Shares 1,631 Est. Cost $121.04 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $0 Shares 3,407 Est. Cost $49.94 Unrealized
CE CELANESE CORP 0.0%
Value ($000) $0 Shares 1,298 Est. Cost $114.56 Unrealized -17.5%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $0 Shares 9,500 Est. Cost $24.92 Unrealized -46.7%
WSM WILLIAMS-SONOMA INC 0.0%
Value ($000) $0 Shares 932 Est. Cost $56.59 Unrealized 0.0%
WU WESTERN UNION CO/THE 0.0%
Value ($000) $0 Shares 7,555 Est. Cost $2.26 Unrealized
BC BRUNSWICK CORP/DE 0.0%
Value ($000) $0 Shares 1,441 Est. Cost $66.78 Unrealized -0.8%
BBY BEST BUY CO INC 0.0%
Value ($000) $0 Shares 1,289 Est. Cost $63.14 Unrealized +0.1%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 Shares 2,234 Est. Cost $41.90 Unrealized 0.0%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 1,376 Est. Cost $107.83 Unrealized -29.3%
MAN MANPOWERGROUP INC 0.0%
Value ($000) $0 Shares 1,211 Est. Cost $79.59 Unrealized +0.8%
SNA SNAP-ON INC 0.0%
Value ($000) $0 Shares 443 Est. Cost $206.78 Unrealized +0.6%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $0 Shares 776 Est. Cost $117.08 Unrealized -2.4%
CLX CLOROX CO/THE 0.0%
Value ($000) $0 Shares 706 Est. Cost $128.04 Unrealized -0.2%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 3,110 Est. Cost $29.84 Unrealized -0.4%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $0 Shares 1,832 Est. Cost $59.66 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.0%
Value ($000) $0 Shares 692 Est. Cost $134.59 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $0 Shares 850 Est. Cost $98.25 Unrealized -0.8%
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 2,546 Est. Cost $43.17 Unrealized -20.9%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $0 Shares 381 Est. Cost $216.56 Unrealized
KO COCA-COLA CO/THE 0.0%
Value ($000) $0 Shares 1,310 Est. Cost $49.85 Unrealized +10.2%
IDU ISHARES US UTILITIES ETF 0.0%
Value ($000) $0 Shares 917 Est. Cost $0.09 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 1,560 Est. Cost $36.27 Unrealized +11.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $0 Shares 298 Est. Cost $269.10 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $0 Shares 1,060 Est. Cost $52.46 Unrealized +3.3%
WFC WELLS FARGO & CO 0.0%
Value ($000) $0 Shares 1,317 Est. Cost $44.39 Unrealized -8.0%
MATX MATSON INC 0.0%
Value ($000) $0 Shares 854 Est. Cost $63.28 Unrealized 0.0%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $0 Shares 804 Est. Cost $62.38 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 570 Est. Cost $82.67 Unrealized 0.0%
USB US BANCORP 0.0%
Value ($000) $0 Shares 1,218 Est. Cost $39.22 Unrealized -6.4%
CRI CARTER'S INC 0.0%
Value ($000) $0 Shares 712 Est. Cost $62.81 Unrealized -1.2%
AFG AMERICAN FINANCIAL GROUP INC/OH 0.0%
Value ($000) $0 Shares 379 Est. Cost $110.29 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $0 Shares 353 Est. Cost $153.18 Unrealized -2.0%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 299 Est. Cost $155.01 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $0 Shares 1,029 Est. Cost $40.52 Unrealized 0.0%
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $0 Shares 3,925 Est. Cost $13.33 Unrealized -1.3%
EVR EVERCORE INC 0.0%
Value ($000) $0 Shares 471 Est. Cost $94.72 Unrealized +4.4%
ALL ALLSTATE CORP/THE 0.0%
Value ($000) $0 Shares 367 Est. Cost $118.56 Unrealized +2.4%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $0 Shares 608 Est. Cost $71.13 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $0 Shares 546 Est. Cost $88.94 Unrealized +2.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $0 Shares 996 Est. Cost $0.05 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 365 Est. Cost $122.72 Unrealized +2.9%
CHRW CH ROBINSON WORLDWIDE INC 0.0%
Value ($000) $0 Shares 549 Est. Cost $87.94 Unrealized 0.0%
SHOO STEVEN MADDEN LTD 0.0%
Value ($000) $0 Shares 1,542 Est. Cost $28.99 Unrealized +0.0%
SF STIFEL FINANCIAL CORP 0.0%
Value ($000) $0 Shares 831 Est. Cost $55.62 Unrealized +0.2%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $60.04 Unrealized -13.2%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $0 Shares 797 Est. Cost $57.77 Unrealized +2.7%
FAF FIRST AMERICAN FINANCIAL CORP 0.0%
Value ($000) $0 Shares 925 Est. Cost $46.20 Unrealized -2.1%
WSO WATSCO INC 0.0%
Value ($000) $0 Shares 193 Est. Cost $264.70 Unrealized -0.7%
WGO WINNEBAGO INDUSTRIES INC 0.0%
Value ($000) $0 Shares 903 Est. Cost $56.88 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $0 Shares 1,481 Est. Cost $33.67 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $0 Shares 155 Est. Cost $320.38 Unrealized -7.3%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 286 Est. Cost $187.33 Unrealized -19.4%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $0 Shares 617 Est. Cost $75.23 Unrealized -0.3%
SLM SLM CORP 0.0%
Value ($000) $0 Shares 2,805 Est. Cost $16.14 Unrealized +1.5%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $0 Shares 1,453 Est. Cost $32.63 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $0 Shares 1,355 Est. Cost $36.49 Unrealized -0.0%
BA BOEING CO/THE 0.0%
Value ($000) $0 Shares 215 Est. Cost $163.57 Unrealized 0.0%
EL ESTEE LAUDER COS INC/THE 0.0%
Value ($000) $0 Shares 166 Est. Cost $317.73 Unrealized -33.6%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $61.13 Unrealized -2.1%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $0 Shares 1,090 Est. Cost $41.49 Unrealized -23.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 262 Est. Cost $114.32 Unrealized -1.4%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $0 Shares 5,810 Est. Cost $0.01 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $0 Shares 199 Est. Cost $176.02 Unrealized -9.5%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $331.53 Unrealized +1.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 650 Est. Cost $31.84 Unrealized 0.0%
PLD PROLOGIS INC 0.0%
Value ($000) $0 Shares 176 Est. Cost $100.19 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $0 Shares 168 Est. Cost $107.53 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2,185 Est. Cost $18.35 Unrealized -73.0%
ESS ESSEX PROPERTY TRUST INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $192.85 Unrealized 0.0%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.44 Unrealized