VestGen Investment Management Diversified Active

CIK: 0001511739 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $366,479 (100.0% shares, 0.0% debt)

Holdings (180)

GLPI GAMING & LEISURE PPTYS INC 20.8%
Value ($000) $76,116 Shares 1,580,491 Est. Cost $38.61 Unrealized
SGOV ISHARES TR 9.1%
Value ($000) $33,212 Shares 331,056 Est. Cost $100.45 Unrealized
VUG VANGUARD INDEX FDS 6.1%
Value ($000) $22,223 Shares 54,145 Est. Cost $226.59 Unrealized
VTV VANGUARD INDEX FDS 4.5%
Value ($000) $16,531 Shares 97,642 Est. Cost $127.87 Unrealized
VEA VANGUARD TAX-MANAGED FDS 4.5%
Value ($000) $16,428 Shares 343,534 Est. Cost $40.80 Unrealized
VB VANGUARD INDEX FDS 2.8%
Value ($000) $10,422 Shares 43,374 Est. Cost $195.98 Unrealized
DRI DARDEN RESTAURANTS INC 2.4%
Value ($000) $8,752 Shares 46,880 Est. Cost $105.89 Unrealized +53.6%
EVER EVERQUOTE INC 1.9%
Value ($000) $6,862 Shares 343,281 Est. Cost $11.16 Unrealized +69.2%
BNDX VANGUARD CHARLOTTE FDS 1.7%
Value ($000) $6,097 Shares 124,297 Est. Cost $55.40 Unrealized
HYG ISHARES TR 1.6%
Value ($000) $5,912 Shares 75,169 Est. Cost $76.52 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.6%
Value ($000) $5,906 Shares 134,105 Est. Cost $41.38 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $5,229 Shares 38,936 Est. Cost $103.30 Unrealized +33.4%
VO VANGUARD INDEX FDS 1.3%
Value ($000) $4,769 Shares 18,054 Est. Cost $232.64 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $4,616 Shares 18,432 Est. Cost $168.05 Unrealized +39.5%
BSV VANGUARD BD INDEX FDS 1.1%
Value ($000) $4,152 Shares 53,731 Est. Cost $81.47 Unrealized
IVV ISHARES TR 1.1%
Value ($000) $3,956 Shares 6,720 Est. Cost $386.99 Unrealized
ITOT ISHARES TR 1.0%
Value ($000) $3,817 Shares 29,678 Est. Cost $65.34 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $3,061 Shares 7,262 Est. Cost $310.47 Unrealized +36.0%
QDF FLEXSHARES TR 0.8%
Value ($000) $2,799 Shares 39,667 Est. Cost $54.63 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $2,731 Shares 3,538 Est. Cost $339.01 Unrealized +142.2%
VMBS VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $2,606 Shares 57,487 Est. Cost $51.51 Unrealized
IUSB ISHARES TR 0.7%
Value ($000) $2,504 Shares 55,388 Est. Cost $47.94 Unrealized
IVW ISHARES TR 0.7%
Value ($000) $2,387 Shares 23,506 Est. Cost $78.10 Unrealized
HYGV FLEXSHARES TR 0.6%
Value ($000) $2,329 Shares 57,248 Est. Cost $42.50 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,320 Shares 19,746 Est. Cost $73.18 Unrealized
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $2,205 Shares 43,990 Est. Cost $52.87 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $2,048 Shares 8,834 Est. Cost $148.37 Unrealized +23.3%
IQDF FLEXSHARES TR 0.5%
Value ($000) $1,972 Shares 84,755 Est. Cost $21.85 Unrealized
BIV VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,955 Shares 26,161 Est. Cost $87.32 Unrealized
IEF ISHARES TR 0.5%
Value ($000) $1,939 Shares 20,974 Est. Cost $95.72 Unrealized
PENN PENN ENTERTAINMENT INC 0.5%
Value ($000) $1,920 Shares 96,892 Est. Cost $36.87 Unrealized -46.7%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $1,880 Shares 9,259 Est. Cost $147.76 Unrealized +22.3%
SHY ISHARES TR 0.5%
Value ($000) $1,850 Shares 22,561 Est. Cost $81.98 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $1,846 Shares 17,327 Est. Cost $106.55 Unrealized
BLV VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,792 Shares 26,183 Est. Cost $99.55 Unrealized
QUAL ISHARES TR 0.5%
Value ($000) $1,761 Shares 9,889 Est. Cost $129.24 Unrealized
QLC FLEXSHARES TR 0.5%
Value ($000) $1,675 Shares 25,225 Est. Cost $42.79 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,647 Shares 5,684 Est. Cost $196.34 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,646 Shares 7,502 Est. Cost $138.24 Unrealized +48.0%
CWB SPDR SER TR 0.4%
Value ($000) $1,596 Shares 20,488 Est. Cost $76.59 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $1,560 Shares 17,523 Est. Cost $89.06 Unrealized
BNDC FLEXSHARES TR 0.4%
Value ($000) $1,558 Shares 71,667 Est. Cost $23.87 Unrealized
EVR EVERCORE INC 0.4%
Value ($000) $1,495 Shares 5,395 Est. Cost $209.29 Unrealized +33.5%
LQD ISHARES TR 0.4%
Value ($000) $1,448 Shares 13,551 Est. Cost $112.98 Unrealized
PWR QUANTA SVCS INC 0.4%
Value ($000) $1,423 Shares 4,502 Est. Cost $126.53 Unrealized +153.9%
META META PLATFORMS INC 0.4%
Value ($000) $1,368 Shares 2,336 Est. Cost $367.48 Unrealized +59.1%
IVE ISHARES TR 0.4%
Value ($000) $1,363 Shares 7,140 Est. Cost $167.42 Unrealized
TDTT FLEXSHARES TR 0.4%
Value ($000) $1,362 Shares 57,744 Est. Cost $23.87 Unrealized
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,329 Shares 18,476 Est. Cost $83.25 Unrealized
GEV GE VERNOVA INC 0.4%
Value ($000) $1,327 Shares 4,035 Est. Cost $191.56 Unrealized +62.8%
AJG GALLAGHER ARTHUR J & CO 0.4%
Value ($000) $1,306 Shares 4,600 Est. Cost $161.49 Unrealized +78.4%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $1,280 Shares 5,723 Est. Cost $182.96 Unrealized +35.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,238 Shares 2,731 Est. Cost $328.50 Unrealized +40.6%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,199 Shares 3,247 Est. Cost $177.98 Unrealized +121.1%
TRGP TARGA RES CORP 0.3%
Value ($000) $1,198 Shares 6,714 Est. Cost $82.03 Unrealized +113.5%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,189 Shares 2,028 Est. Cost $555.01 Unrealized
LPX LOUISIANA PAC CORP 0.3%
Value ($000) $1,167 Shares 11,271 Est. Cost $108.76 Unrealized 0.0%
AGG ISHARES TR 0.3%
Value ($000) $1,118 Shares 11,537 Est. Cost $99.07 Unrealized
EME EMCOR GROUP INC 0.3%
Value ($000) $1,116 Shares 2,459 Est. Cost $140.69 Unrealized +235.6%
GWW GRAINGER W W INC 0.3%
Value ($000) $1,098 Shares 1,042 Est. Cost $516.33 Unrealized +116.1%
DYNF BLACKROCK ETF TRUST 0.3%
Value ($000) $1,054 Shares 20,573 Est. Cost $44.58 Unrealized
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $1,053 Shares 1,771 Est. Cost $253.98 Unrealized +114.2%
TLTD FLEXSHARES TR 0.3%
Value ($000) $1,020 Shares 14,807 Est. Cost $64.79 Unrealized
TILT FLEXSHARES TR 0.3%
Value ($000) $969 Shares 4,485 Est. Cost $145.36 Unrealized
SFM SPROUTS FMRS MKT INC 0.3%
Value ($000) $953 Shares 7,500 Est. Cost $95.38 Unrealized +39.4%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $953 Shares 16,171 Est. Cost $56.92 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.2%
Value ($000) $893 Shares 3,873 Est. Cost $218.15 Unrealized 0.0%
AFL AFLAC INC 0.2%
Value ($000) $877 Shares 8,479 Est. Cost $71.31 Unrealized +49.2%
MTUM ISHARES TR 0.2%
Value ($000) $868 Shares 4,195 Est. Cost $172.43 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $839 Shares 8,661 Est. Cost $94.43 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $829 Shares 15,797 Est. Cost $54.77 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $814 Shares 8,874 Est. Cost $95.58 Unrealized
KKR KKR & CO INC 0.2%
Value ($000) $788 Shares 5,328 Est. Cost $145.82 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.2%
Value ($000) $776 Shares 4,469 Est. Cost $146.63 Unrealized +18.3%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $776 Shares 3,336 Est. Cost $164.89 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $769 Shares 6,389 Est. Cost $101.13 Unrealized +19.2%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $764 Shares 5,797 Est. Cost $102.41 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $741 Shares 6,885 Est. Cost $93.96 Unrealized +19.6%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $738 Shares 582 Est. Cost $810.78 Unrealized +51.6%
TMHC TAYLOR MORRISON HOME CORP 0.2%
Value ($000) $733 Shares 11,971 Est. Cost $55.13 Unrealized +23.8%
DTM DT MIDSTREAM INC 0.2%
Value ($000) $732 Shares 7,365 Est. Cost $72.75 Unrealized +26.2%
BRO BROWN & BROWN INC 0.2%
Value ($000) $723 Shares 7,083 Est. Cost $98.62 Unrealized +7.5%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $693 Shares 9,015 Est. Cost $75.52 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $687 Shares 2,865 Est. Cost $172.21 Unrealized +32.4%
GOOGL ALPHABET INC 0.2%
Value ($000) $673 Shares 3,553 Est. Cost $117.88 Unrealized +47.7%
RPM RPM INTL INC 0.2%
Value ($000) $657 Shares 5,341 Est. Cost $111.20 Unrealized +18.6%
ESAB ESAB CORPORATION 0.2%
Value ($000) $640 Shares 5,332 Est. Cost $80.73 Unrealized +49.0%
VST VISTRA CORP 0.2%
Value ($000) $639 Shares 4,633 Est. Cost $88.73 Unrealized +55.4%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $635 Shares 13,134 Est. Cost $41.11 Unrealized
SKOR FLEXSHARES TR 0.2%
Value ($000) $617 Shares 12,945 Est. Cost $46.76 Unrealized
CBT CABOT CORP 0.2%
Value ($000) $601 Shares 6,582 Est. Cost $104.66 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.2%
Value ($000) $596 Shares 1,679 Est. Cost $224.82 Unrealized +59.8%
WMT WALMART INC 0.2%
Value ($000) $578 Shares 6,401 Est. Cost $56.68 Unrealized +51.4%
SDY SPDR SER TR 0.2%
Value ($000) $559 Shares 4,230 Est. Cost $132.10 Unrealized
JLL JONES LANG LASALLE INC 0.2%
Value ($000) $555 Shares 2,193 Est. Cost $246.62 Unrealized +8.1%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.2%
Value ($000) $555 Shares 15,738 Est. Cost $34.58 Unrealized
NRG NRG ENERGY INC 0.2%
Value ($000) $551 Shares 6,106 Est. Cost $79.35 Unrealized +15.0%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $544 Shares 273 Est. Cost $872.05 Unrealized +144.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $541 Shares 2,235 Est. Cost $243.06 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $535 Shares 15,299 Est. Cost $30.86 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $533 Shares 11,622 Est. Cost $46.55 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $529 Shares 3,672 Est. Cost $150.77 Unrealized +9.0%
TLTE FLEXSHARES TR 0.1%
Value ($000) $524 Shares 10,276 Est. Cost $50.70 Unrealized
GUNR FLEXSHARES TR 0.1%
Value ($000) $523 Shares 14,383 Est. Cost $39.65 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $516 Shares 3,079 Est. Cost $148.39 Unrealized +11.7%
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $516 Shares 4,324 Est. Cost $117.64 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $512 Shares 19,033 Est. Cost $27.29 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $507 Shares 2,663 Est. Cost $144.43 Unrealized +21.6%
OKE ONEOK INC NEW 0.1%
Value ($000) $502 Shares 5,004 Est. Cost $83.08 Unrealized +16.6%
HD HOME DEPOT INC 0.1%
Value ($000) $483 Shares 1,241 Est. Cost $355.42 Unrealized +11.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $482 Shares 2,651 Est. Cost $174.62 Unrealized +8.2%
SLV ISHARES SILVER TR 0.1%
Value ($000) $474 Shares 18,013 Est. Cost $26.57 Unrealized
BRBR BELLRING BRANDS INC 0.1%
Value ($000) $459 Shares 6,095 Est. Cost $52.56 Unrealized +35.2%
MRK MERCK & CO INC 0.1%
Value ($000) $458 Shares 4,601 Est. Cost $93.67 Unrealized +5.4%
GQRE FLEXSHARES TR 0.1%
Value ($000) $455 Shares 7,990 Est. Cost $53.64 Unrealized
NFRA FLEXSHARES TR 0.1%
Value ($000) $451 Shares 8,326 Est. Cost $50.61 Unrealized
REZ ISHARES TR 0.1%
Value ($000) $448 Shares 5,524 Est. Cost $81.02 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $446 Shares 942 Est. Cost $390.80 Unrealized +21.1%
USIG ISHARES TR 0.1%
Value ($000) $436 Shares 8,673 Est. Cost $50.67 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $425 Shares 1,171 Est. Cost $249.29 Unrealized +53.1%
BINC BLACKROCK ETF TRUST II 0.1%
Value ($000) $423 Shares 8,139 Est. Cost $52.85 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $422 Shares 1,045 Est. Cost $196.57 Unrealized +63.7%
NWS NEWS CORP NEW 0.1%
Value ($000) $417 Shares 13,707 Est. Cost $26.49 Unrealized +13.2%
IYW ISHARES TR 0.1%
Value ($000) $417 Shares 2,612 Est. Cost $90.80 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $408 Shares 9,147 Est. Cost $44.58 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $400 Shares 7,217 Est. Cost $58.71 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $399 Shares 8,348 Est. Cost $47.82 Unrealized
PCTY PAYLOCITY HLDG CORP 0.1%
Value ($000) $399 Shares 2,000 Est. Cost $116.34 Unrealized +64.5%
FOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $397 Shares 9,310 Est. Cost $42.63 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $379 Shares 2,134 Est. Cost $166.30 Unrealized +6.7%
FJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $378 Shares 7,359 Est. Cost $49.40 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $376 Shares 8,234 Est. Cost $45.17 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $376 Shares 7,683 Est. Cost $48.37 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $368 Shares 7,915 Est. Cost $45.99 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $368 Shares 2,544 Est. Cost $149.74 Unrealized -0.1%
CARG CARGURUS INC 0.1%
Value ($000) $365 Shares 10,000 Est. Cost $17.01 Unrealized +101.8%
V VISA INC 0.1%
Value ($000) $349 Shares 1,104 Est. Cost $275.51 Unrealized +8.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $345 Shares 682 Est. Cost $505.58 Unrealized +9.4%
IDEV ISHARES TR 0.1%
Value ($000) $339 Shares 5,260 Est. Cost $66.21 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $328 Shares 4,898 Est. Cost $67.27 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $319 Shares 358 Est. Cost $63.71 Unrealized +29.2%
KO COCA COLA CO 0.1%
Value ($000) $316 Shares 5,070 Est. Cost $55.75 Unrealized +13.2%
GVI ISHARES TR 0.1%
Value ($000) $313 Shares 3,004 Est. Cost $103.15 Unrealized
GBF ISHARES TR 0.1%
Value ($000) $311 Shares 3,046 Est. Cost $100.47 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $303 Shares 1,330 Est. Cost $199.24 Unrealized +15.6%
EPI WISDOMTREE TR 0.1%
Value ($000) $303 Shares 6,686 Est. Cost $45.27 Unrealized
EXI ISHARES TR 0.1%
Value ($000) $301 Shares 2,128 Est. Cost $141.23 Unrealized
MSOS ADVISORSHARES TR 0.1%
Value ($000) $293 Shares 76,890 Est. Cost $7.94 Unrealized
XAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $292 Shares 9,022 Est. Cost $32.37 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $290 Shares 1,736 Est. Cost $161.42 Unrealized +9.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $289 Shares 537 Est. Cost $538.81 Unrealized
NANR SPDR INDEX SHS FDS 0.1%
Value ($000) $288 Shares 5,637 Est. Cost $51.11 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $281 Shares 549 Est. Cost $478.97 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $278 Shares 7,692 Est. Cost $36.20 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $278 Shares 303 Est. Cost $788.09 Unrealized +17.1%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $276 Shares 9,908 Est. Cost $41.64 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $275 Shares 5,390 Est. Cost $56.77 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $268 Shares 552 Est. Cost $279.81 Unrealized +88.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $264 Shares 2,663 Est. Cost $102.31 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $259 Shares 4,368 Est. Cost $47.03 Unrealized +17.7%
STIP ISHARES TR 0.1%
Value ($000) $257 Shares 2,552 Est. Cost $100.60 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $252 Shares 2,883 Est. Cost $98.20 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $250 Shares 244 Est. Cost $991.05 Unrealized 0.0%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $249 Shares 977 Est. Cost $244.15 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $241 Shares 1,218 Est. Cost $197.49 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $235 Shares 6,267 Est. Cost $40.56 Unrealized -1.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $228 Shares 3,243 Est. Cost $66.67 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $227 Shares 784 Est. Cost $269.28 Unrealized +7.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $222 Shares 474 Est. Cost $478.00 Unrealized +3.1%
KLAC KLA CORP 0.1%
Value ($000) $221 Shares 351 Est. Cost $387.26 Unrealized +72.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $219 Shares 931 Est. Cost $248.46 Unrealized 0.0%
BFC BANK FIRST CORP 0.1%
Value ($000) $218 Shares 2,200 Est. Cost $94.13 Unrealized 0.0%
GAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $218 Shares 5,805 Est. Cost $37.49 Unrealized
VDC VANGUARD WORLD FD 0.1%
Value ($000) $216 Shares 1,024 Est. Cost $204.14 Unrealized
XMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $215 Shares 6,800 Est. Cost $31.58 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $207 Shares 619 Est. Cost $316.76 Unrealized 0.0%
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $202 Shares 5,426 Est. Cost $37.21 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $201 Shares 316 Est. Cost $560.34 Unrealized +16.9%
F FORD MTR CO 0.0%
Value ($000) $136 Shares 13,784 Est. Cost $11.09 Unrealized -11.0%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $19.61 Unrealized