VestGen Investment Management Diversified Active

CIK: 0001511739 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 30, 2024

Total Value ($000): $356,867 (100.0% shares, 0.0% debt)

Holdings (169)

GLPI GAMING & LEISURE PPTYS INC 22.8%
Value ($000) $81,321 Shares 1,580,592 Est. Cost $38.61 Unrealized
VUG VANGUARD INDEX FDS 5.9%
Value ($000) $21,129 Shares 55,033 Est. Cost $226.59 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.1%
Value ($000) $18,175 Shares 344,160 Est. Cost $40.80 Unrealized
VTV VANGUARD INDEX FDS 4.8%
Value ($000) $17,216 Shares 98,621 Est. Cost $127.87 Unrealized
SGOV ISHARES TR 3.7%
Value ($000) $13,267 Shares 131,721 Est. Cost $100.64 Unrealized
VB VANGUARD INDEX FDS 3.0%
Value ($000) $10,628 Shares 44,805 Est. Cost $195.98 Unrealized
DRI DARDEN RESTAURANTS INC 2.2%
Value ($000) $7,694 Shares 46,875 Est. Cost $105.89 Unrealized +37.4%
EVER EVERQUOTE INC 2.0%
Value ($000) $7,240 Shares 343,286 Est. Cost $11.16 Unrealized +104.7%
HYG ISHARES TR 1.9%
Value ($000) $6,788 Shares 84,537 Est. Cost $76.52 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.8%
Value ($000) $6,571 Shares 130,690 Est. Cost $55.40 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $6,473 Shares 135,285 Est. Cost $41.38 Unrealized
TLT ISHARES TR 1.5%
Value ($000) $5,425 Shares 55,297 Est. Cost $98.20 Unrealized
VO VANGUARD INDEX FDS 1.4%
Value ($000) $5,036 Shares 19,087 Est. Cost $232.64 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $4,609 Shares 37,951 Est. Cost $102.40 Unrealized +15.3%
IVV ISHARES TR 1.3%
Value ($000) $4,578 Shares 7,937 Est. Cost $386.99 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $4,287 Shares 18,398 Est. Cost $168.05 Unrealized +32.1%
BSV VANGUARD BD INDEX FDS 1.2%
Value ($000) $4,232 Shares 53,778 Est. Cost $81.47 Unrealized
IUSB ISHARES TR 1.1%
Value ($000) $3,791 Shares 80,464 Est. Cost $47.94 Unrealized
ITOT ISHARES TR 1.0%
Value ($000) $3,728 Shares 29,678 Est. Cost $65.34 Unrealized
LLY ELI LILLY & CO 0.9%
Value ($000) $3,190 Shares 3,601 Est. Cost $339.01 Unrealized +162.6%
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,942 Shares 6,836 Est. Cost $303.50 Unrealized +39.4%
QDF FLEXSHARES TR 0.8%
Value ($000) $2,838 Shares 39,579 Est. Cost $54.63 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,726 Shares 57,738 Est. Cost $51.51 Unrealized
IVW ISHARES TR 0.7%
Value ($000) $2,612 Shares 27,280 Est. Cost $78.10 Unrealized
HYGV FLEXSHARES TR 0.7%
Value ($000) $2,443 Shares 58,631 Est. Cost $42.50 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $2,364 Shares 19,746 Est. Cost $73.18 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $2,308 Shares 13,381 Est. Cost $148.37 Unrealized +6.5%
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $2,277 Shares 44,535 Est. Cost $52.87 Unrealized
IQDF FLEXSHARES TR 0.6%
Value ($000) $2,238 Shares 85,120 Est. Cost $21.85 Unrealized
CWB SPDR SER TR 0.6%
Value ($000) $2,154 Shares 28,126 Est. Cost $76.59 Unrealized
QUAL ISHARES TR 0.6%
Value ($000) $2,080 Shares 11,602 Est. Cost $129.24 Unrealized
BIV VANGUARD BD INDEX FDS 0.6%
Value ($000) $2,057 Shares 26,242 Est. Cost $87.32 Unrealized
EMB ISHARES TR 0.6%
Value ($000) $2,045 Shares 21,857 Est. Cost $89.06 Unrealized
BLV VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,972 Shares 26,235 Est. Cost $99.55 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,968 Shares 26,205 Est. Cost $83.25 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $1,866 Shares 16,520 Est. Cost $112.98 Unrealized
PENN PENN ENTERTAINMENT INC 0.5%
Value ($000) $1,827 Shares 96,882 Est. Cost $36.87 Unrealized -48.3%
QLC FLEXSHARES TR 0.5%
Value ($000) $1,785 Shares 27,452 Est. Cost $42.79 Unrealized
BNDC FLEXSHARES TR 0.5%
Value ($000) $1,750 Shares 76,781 Est. Cost $23.87 Unrealized
EME EMCOR GROUP INC 0.5%
Value ($000) $1,746 Shares 4,055 Est. Cost $140.69 Unrealized +167.6%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,720 Shares 6,075 Est. Cost $196.34 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,591 Shares 8,069 Est. Cost $167.42 Unrealized
DECK DECKERS OUTDOOR CORP 0.4%
Value ($000) $1,555 Shares 9,754 Est. Cost $147.76 Unrealized +3.2%
CEG CONSTELLATION ENERGY CORP 0.4%
Value ($000) $1,484 Shares 5,706 Est. Cost $182.96 Unrealized +7.7%
PWR QUANTA SVCS INC 0.4%
Value ($000) $1,436 Shares 4,817 Est. Cost $126.53 Unrealized +108.6%
IEF ISHARES TR 0.4%
Value ($000) $1,419 Shares 14,465 Est. Cost $97.20 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.4%
Value ($000) $1,367 Shares 4,859 Est. Cost $161.49 Unrealized +72.5%
TLTD FLEXSHARES TR 0.4%
Value ($000) $1,367 Shares 18,226 Est. Cost $64.79 Unrealized
KLAC KLA CORP 0.4%
Value ($000) $1,365 Shares 1,763 Est. Cost $387.26 Unrealized +100.1%
EVR EVERCORE INC 0.4%
Value ($000) $1,353 Shares 5,342 Est. Cost $209.29 Unrealized +11.8%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,345 Shares 3,459 Est. Cost $177.98 Unrealized +92.8%
DYNF BLACKROCK ETF TRUST 0.4%
Value ($000) $1,305 Shares 26,384 Est. Cost $44.58 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,299 Shares 6,972 Est. Cost $133.19 Unrealized +37.0%
TDTT FLEXSHARES TR 0.3%
Value ($000) $1,219 Shares 50,699 Est. Cost $23.91 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,206 Shares 11,910 Est. Cost $99.07 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,182 Shares 2,064 Est. Cost $338.85 Unrealized +51.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,150 Shares 2,499 Est. Cost $316.13 Unrealized +39.9%
GWW GRAINGER W W INC 0.3%
Value ($000) $1,141 Shares 1,098 Est. Cost $516.33 Unrealized +85.3%
EFV ISHARES TR 0.3%
Value ($000) $1,139 Shares 19,803 Est. Cost $54.77 Unrealized
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $1,113 Shares 17,195 Est. Cost $56.92 Unrealized
GEV GE VERNOVA INC 0.3%
Value ($000) $1,101 Shares 4,317 Est. Cost $191.56 Unrealized 0.0%
TRGP TARGA RES CORP 0.3%
Value ($000) $1,060 Shares 7,162 Est. Cost $82.03 Unrealized +66.8%
MBB ISHARES TR 0.3%
Value ($000) $1,059 Shares 11,057 Est. Cost $95.58 Unrealized
TILT FLEXSHARES TR 0.3%
Value ($000) $1,053 Shares 4,949 Est. Cost $145.36 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $995 Shares 9,239 Est. Cost $94.43 Unrealized
FICO FAIR ISAAC CORP 0.3%
Value ($000) $933 Shares 480 Est. Cost $872.05 Unrealized +96.2%
TDG TRANSDIGM GROUP INC 0.3%
Value ($000) $930 Shares 652 Est. Cost $810.78 Unrealized +42.1%
TMHC TAYLOR MORRISON HOME CORP 0.2%
Value ($000) $883 Shares 12,574 Est. Cost $55.13 Unrealized +16.2%
SFM SPROUTS FMRS MKT INC 0.2%
Value ($000) $876 Shares 7,935 Est. Cost $95.38 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $841 Shares 1,465 Est. Cost $543.08 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $811 Shares 7,255 Est. Cost $65.39 Unrealized +51.0%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $793 Shares 5,857 Est. Cost $102.41 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $777 Shares 7,498 Est. Cost $98.62 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $765 Shares 3,390 Est. Cost $164.89 Unrealized
HLI HOULIHAN LOKEY INC 0.2%
Value ($000) $753 Shares 4,767 Est. Cost $146.63 Unrealized 0.0%
MCK MCKESSON CORP 0.2%
Value ($000) $728 Shares 1,472 Est. Cost $412.47 Unrealized +34.2%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $711 Shares 5,854 Est. Cost $99.35 Unrealized +10.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $696 Shares 5,940 Est. Cost $91.03 Unrealized +20.9%
RPM RPM INTL INC 0.2%
Value ($000) $691 Shares 5,713 Est. Cost $111.20 Unrealized +4.1%
AXON AXON ENTERPRISE INC 0.2%
Value ($000) $644 Shares 1,611 Est. Cost $225.18 Unrealized +53.1%
SKOR FLEXSHARES TR 0.2%
Value ($000) $641 Shares 13,041 Est. Cost $46.76 Unrealized
TLTE FLEXSHARES TR 0.2%
Value ($000) $633 Shares 11,086 Est. Cost $50.70 Unrealized
GUNR FLEXSHARES TR 0.2%
Value ($000) $606 Shares 14,700 Est. Cost $39.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $602 Shares 1,030 Est. Cost $279.81 Unrealized +84.5%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $598 Shares 13,193 Est. Cost $41.11 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $588 Shares 3,412 Est. Cost $185.12 Unrealized 0.0%
MTUM ISHARES TR 0.2%
Value ($000) $586 Shares 2,892 Est. Cost $156.89 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $579 Shares 3,493 Est. Cost $116.91 Unrealized +42.6%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $576 Shares 2,732 Est. Cost $169.49 Unrealized +20.9%
BINC BLACKROCK ETF TRUST II 0.2%
Value ($000) $571 Shares 10,662 Est. Cost $52.85 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $564 Shares 2,322 Est. Cost $243.06 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $560 Shares 12,021 Est. Cost $46.55 Unrealized
MSOS ADVISORSHARES TR 0.2%
Value ($000) $551 Shares 76,890 Est. Cost $7.94 Unrealized
EMXC ISHARES INC 0.2%
Value ($000) $551 Shares 9,012 Est. Cost $58.71 Unrealized
DTM DT MIDSTREAM INC 0.2%
Value ($000) $537 Shares 6,828 Est. Cost $71.25 Unrealized 0.0%
SLV ISHARES SILVER TR 0.1%
Value ($000) $535 Shares 18,827 Est. Cost $26.57 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $535 Shares 4,202 Est. Cost $117.59 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $533 Shares 3,267 Est. Cost $149.09 Unrealized 0.0%
GQRE FLEXSHARES TR 0.1%
Value ($000) $520 Shares 8,347 Est. Cost $53.64 Unrealized
ESAB ESAB CORPORATION 0.1%
Value ($000) $519 Shares 4,881 Est. Cost $77.07 Unrealized +27.8%
NFRA FLEXSHARES TR 0.1%
Value ($000) $518 Shares 8,726 Est. Cost $50.61 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $508 Shares 3,350 Est. Cost $90.80 Unrealized
WMT WALMART INC 0.1%
Value ($000) $504 Shares 6,246 Est. Cost $55.95 Unrealized +29.5%
NRG NRG ENERGY INC 0.1%
Value ($000) $499 Shares 5,482 Est. Cost $78.00 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $499 Shares 1,517 Est. Cost $210.46 Unrealized +40.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $494 Shares 1,262 Est. Cost $249.29 Unrealized +35.9%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $490 Shares 1,816 Est. Cost $242.49 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value ($000) $489 Shares 4,128 Est. Cost $82.71 Unrealized +1.7%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $488 Shares 2,819 Est. Cost $146.80 Unrealized +11.9%
KCE SPDR SER TR 0.1%
Value ($000) $488 Shares 3,908 Est. Cost $110.75 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $475 Shares 5,849 Est. Cost $81.23 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $470 Shares 13,698 Est. Cost $30.38 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $461 Shares 4,061 Est. Cost $93.00 Unrealized +21.5%
USIG ISHARES TR 0.1%
Value ($000) $425 Shares 8,074 Est. Cost $50.70 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $418 Shares 2,499 Est. Cost $142.38 Unrealized +18.2%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $415 Shares 11,400 Est. Cost $34.32 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $412 Shares 1,206 Est. Cost $157.49 Unrealized +6.9%
OKE ONEOK INC NEW 0.1%
Value ($000) $409 Shares 4,487 Est. Cost $81.49 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $408 Shares 1,006 Est. Cost $345.64 Unrealized +2.0%
MCO MOODYS CORP 0.1%
Value ($000) $401 Shares 845 Est. Cost $381.35 Unrealized +20.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $401 Shares 2,603 Est. Cost $154.02 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $375 Shares 2,311 Est. Cost $149.75 Unrealized +1.9%
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $356 Shares 12,963 Est. Cost $27.46 Unrealized
IDEV ISHARES TR 0.1%
Value ($000) $355 Shares 5,016 Est. Cost $66.29 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $346 Shares 592 Est. Cost $498.39 Unrealized +10.0%
NWS NEWS CORP NEW 0.1%
Value ($000) $346 Shares 12,376 Est. Cost $26.12 Unrealized +7.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $343 Shares 5,098 Est. Cost $67.27 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $340 Shares 4,734 Est. Cost $55.23 Unrealized +18.9%
BRBR BELLRING BRANDS INC 0.1%
Value ($000) $338 Shares 5,568 Est. Cost $50.81 Unrealized +9.1%
PCTY PAYLOCITY HLDG CORP 0.1%
Value ($000) $330 Shares 2,000 Est. Cost $116.34 Unrealized +30.7%
UNP UNION PAC CORP 0.1%
Value ($000) $329 Shares 1,333 Est. Cost $199.24 Unrealized +17.8%
CARG CARGURUS INC 0.1%
Value ($000) $302 Shares 10,059 Est. Cost $17.01 Unrealized +58.4%
TOK ISHARES TR 0.1%
Value ($000) $299 Shares 2,563 Est. Cost $116.54 Unrealized
GBF ISHARES TR 0.1%
Value ($000) $290 Shares 2,711 Est. Cost $100.26 Unrealized
GVI ISHARES TR 0.1%
Value ($000) $288 Shares 2,691 Est. Cost $103.03 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $283 Shares 1,503 Est. Cost $158.98 Unrealized +5.6%
FMB FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $280 Shares 5,390 Est. Cost $56.77 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $274 Shares 6,564 Est. Cost $40.56 Unrealized -6.9%
IEMG ISHARES INC 0.1%
Value ($000) $272 Shares 4,743 Est. Cost $53.53 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $271 Shares 13,741 Est. Cost $16.02 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $269 Shares 1,360 Est. Cost $159.98 Unrealized +11.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $268 Shares 549 Est. Cost $478.97 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $259 Shares 5,386 Est. Cost $48.11 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $258 Shares 2,477 Est. Cost $82.96 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $257 Shares 5,087 Est. Cost $48.52 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $255 Shares 5,679 Est. Cost $44.94 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $254 Shares 977 Est. Cost $244.15 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $254 Shares 5,547 Est. Cost $45.75 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $252 Shares 284 Est. Cost $779.09 Unrealized +10.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $250 Shares 473 Est. Cost $478.00 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $249 Shares 907 Est. Cost $270.55 Unrealized -1.0%
BLACKROCK INC 0.1%
Value ($000) $248 Shares 261 Est. Cost $949.51 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $247 Shares 5,300 Est. Cost $44.74 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $243 Shares 343 Est. Cost $62.89 Unrealized +6.3%
FMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $241 Shares 5,712 Est. Cost $40.66 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $237 Shares 6,452 Est. Cost $36.77 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $233 Shares 890 Est. Cost $174.77 Unrealized +30.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $226 Shares 4,241 Est. Cost $46.78 Unrealized 0.0%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $224 Shares 1,024 Est. Cost $204.14 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $224 Shares 4,607 Est. Cost $46.85 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $213 Shares 698 Est. Cost $266.70 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $212 Shares 1,779 Est. Cost $138.35 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $210 Shares 333 Est. Cost $560.34 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $208 Shares 4,626 Est. Cost $38.39 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $205 Shares 7,089 Est. Cost $26.68 Unrealized 0.0%
XJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $204 Shares 6,142 Est. Cost $33.18 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $202 Shares 2,237 Est. Cost $81.63 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $144 Shares 13,596 Est. Cost $11.10 Unrealized -6.0%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $19.61 Unrealized