Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 11, 2023

Total Value ($000): $354,365 (99.9% shares, 0.1% debt)

Holdings (630)

VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 7.2%
Value ($000) $25,453 Shares 582,184 Est. Cost $42.00 Unrealized
VO VANGUARD MID CAP ETF 7.0%
Value ($000) $24,646 Shares 118,355 Est. Cost $188.85 Unrealized
MSFT MICROSOFT CORP 6.0%
Value ($000) $21,396 Shares 67,763 Est. Cost $88.18 Unrealized +268.1%
AAPL APPLE INC 5.0%
Value ($000) $17,703 Shares 103,401 Est. Cost $95.13 Unrealized +90.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.5%
Value ($000) $12,339 Shares 180,294 Est. Cost $85.38 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.0%
Value ($000) $10,733 Shares 156,875 Est. Cost $76.11 Unrealized
GOOGL ALPHABET INC CL A 2.4%
Value ($000) $8,647 Shares 66,081 Est. Cost $107.67 Unrealized +19.2%
BA BOEING CO 2.3%
Value ($000) $8,117 Shares 42,347 Est. Cost $218.41 Unrealized +0.2%
VANGUARD MID CAP ETF 2.1%
Value ($000) $7,464 Shares 35,845 Est. Cost $234.39 Unrealized
V VISA INC 2.1%
Value ($000) $7,362 Shares 32,009 Est. Cost $109.66 Unrealized +115.4%
HD HOME DEPOT INC 1.9%
Value ($000) $6,666 Shares 22,061 Est. Cost $112.87 Unrealized +168.4%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $6,438 Shares 12,769 Est. Cost $82.74 Unrealized +468.0%
ORCL ORACLE CORP 1.8%
Value ($000) $6,348 Shares 59,932 Est. Cost $35.62 Unrealized +216.6%
CVX CHEVRON CORP 1.8%
Value ($000) $6,281 Shares 37,248 Est. Cost $93.10 Unrealized +56.6%
ETN EATON CORP PLC 1.7%
Value ($000) $6,153 Shares 28,852 Est. Cost $62.56 Unrealized +235.2%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $5,930 Shares 110,331 Est. Cost $25.31 Unrealized +98.7%
QCOM QUALCOMM INC 1.7%
Value ($000) $5,895 Shares 53,084 Est. Cost $72.62 Unrealized +51.6%
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $5,859 Shares 40,171 Est. Cost $70.40 Unrealized +104.7%
PEP PEPSICO INC 1.6%
Value ($000) $5,675 Shares 33,491 Est. Cost $77.63 Unrealized +115.3%
DHR DANAHER CORP 1.5%
Value ($000) $5,144 Shares 20,733 Est. Cost $38.53 Unrealized +471.5%
SBUX STARBUCKS CORP 1.4%
Value ($000) $4,971 Shares 54,464 Est. Cost $57.29 Unrealized +61.4%
ACN ACCENTURE PLC 1.3%
Value ($000) $4,676 Shares 15,226 Est. Cost $96.89 Unrealized +214.1%
BLACKROCK INC 1.3%
Value ($000) $4,583 Shares 7,089 Est. Cost $404.67 Unrealized
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $4,308 Shares 73,105 Est. Cost $50.46 Unrealized
CB CHUBB LIMITED 1.1%
Value ($000) $3,984 Shares 19,138 Est. Cost $112.09 Unrealized +75.6%
INTC INTEL CORP 1.1%
Value ($000) $3,957 Shares 111,332 Est. Cost $27.63 Unrealized +23.8%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.1%
Value ($000) $3,937 Shares 54,506 Est. Cost $93.40 Unrealized
ABBV ABBVIE INC 1.1%
Value ($000) $3,863 Shares 25,915 Est. Cost $44.28 Unrealized +205.6%
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $3,832 Shares 69,795 Est. Cost $29.61 Unrealized +97.5%
AMZN AMAZON.COM INC 1.1%
Value ($000) $3,755 Shares 29,539 Est. Cost $114.56 Unrealized +17.0%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $3,489 Shares 17,135 Est. Cost $90.34 Unrealized +128.2%
CMCSA COMCAST CORP 1.0%
Value ($000) $3,468 Shares 78,208 Est. Cost $28.00 Unrealized +48.2%
HON HONEYWELL INTL INC 1.0%
Value ($000) $3,457 Shares 18,712 Est. Cost $105.39 Unrealized +65.0%
CVS CVS HEALTH CORP 1.0%
Value ($000) $3,420 Shares 48,991 Est. Cost $55.31 Unrealized +16.7%
SYK STRYKER CORP 1.0%
Value ($000) $3,380 Shares 12,369 Est. Cost $80.52 Unrealized +247.8%
PFE PFIZER INC 0.9%
Value ($000) $3,293 Shares 99,313 Est. Cost $23.72 Unrealized +28.9%
MET METLIFE INC 0.9%
Value ($000) $3,269 Shares 51,967 Est. Cost $33.82 Unrealized +71.5%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $3,124 Shares 18,999 Est. Cost $113.04 Unrealized +48.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.9%
Value ($000) $3,061 Shares 44,101 Est. Cost $34.04 Unrealized +97.4%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $2,980 Shares 19,117 Est. Cost $75.32 Unrealized +101.3%
IYW ISHARES US TECHNOLOGY ETF 0.8%
Value ($000) $2,950 Shares 28,122 Est. Cost $106.45 Unrealized
MDT MEDTRONIC PLC 0.8%
Value ($000) $2,892 Shares 36,909 Est. Cost $67.12 Unrealized +15.9%
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $2,888 Shares 10,191 Est. Cost $100.46 Unrealized +173.6%
IBM INTERNATIONAL BUSINESS MACHINES 0.8%
Value ($000) $2,874 Shares 20,484 Est. Cost $101.94 Unrealized +29.3%
DIS WALT DISNEY CO 0.8%
Value ($000) $2,699 Shares 33,303 Est. Cost $85.47 Unrealized -2.4%
PNC PNC FINANCIAL SERVICES GROUP 0.8%
Value ($000) $2,680 Shares 21,828 Est. Cost $69.36 Unrealized +65.9%
IBB ISHARES NASDAQ BIOTECH INDX 0.7%
Value ($000) $2,504 Shares 20,476 Est. Cost $122.29 Unrealized
AVGO BROADCOM INC NPV 0.7%
Value ($000) $2,495 Shares 3,004 Est. Cost $67.32 Unrealized +24.7%
IWM ISHARES RUSSELL 2000 ETF 0.7%
Value ($000) $2,454 Shares 13,884 Est. Cost $171.11 Unrealized
TGT TARGET CORP 0.7%
Value ($000) $2,398 Shares 21,692 Est. Cost $192.09 Unrealized -39.4%
WFC WELLS FARGO & CO 0.7%
Value ($000) $2,348 Shares 57,477 Est. Cost $33.84 Unrealized +20.3%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $2,295 Shares 15,827 Est. Cost $129.43 Unrealized +10.0%
T AT&T INC 0.6%
Value ($000) $2,189 Shares 145,764 Est. Cost $14.00 Unrealized -7.5%
ECL ECOLAB INC 0.6%
Value ($000) $1,968 Shares 11,616 Est. Cost $126.02 Unrealized +40.7%
RTX RTX CORPORATION 0.5%
Value ($000) $1,773 Shares 24,631 Est. Cost $63.10 Unrealized +28.7%
MAR MARRIOTT INTERNATIONAL INC 0.5%
Value ($000) $1,626 Shares 8,275 Est. Cost $154.36 Unrealized +25.7%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,441 Shares 3,669 Est. Cost $260.39 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $1,414 Shares 9,980 Est. Cost $93.83 Unrealized
FCX FREEPORT-MCMORAN INC. LD 0.4%
Value ($000) $1,368 Shares 36,696 Est. Cost $36.33 Unrealized +7.4%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.4%
Value ($000) $1,342 Shares 92,595 Est. Cost $11.66 Unrealized
IAU ISHARES GOLD TRUST ETF 0.3%
Value ($000) $1,075 Shares 30,744 Est. Cost $33.68 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,043 Shares 4,908 Est. Cost $205.92 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $962 Shares 8,178 Est. Cost $68.20 Unrealized +48.1%
THFF FIRST FINANCIAL CORPORATION 0.3%
Value ($000) $902 Shares 26,700 Est. Cost $33.26 Unrealized -1.7%
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $831 Shares 11,376 Est. Cost $85.94 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $794 Shares 15,908 Est. Cost $54.86 Unrealized -8.6%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $778 Shares 4,996 Est. Cost $118.44 Unrealized +29.4%
DHI D R HORTON INCORPORATED 0.2%
Value ($000) $776 Shares 7,224 Est. Cost $116.99 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $768 Shares 1,359 Est. Cost $164.12 Unrealized +224.3%
MRK MERCK & CO INC 0.2%
Value ($000) $660 Shares 6,408 Est. Cost $62.51 Unrealized +59.7%
EXAS EXACT SCIENCES CORPORATION 0.2%
Value ($000) $591 Shares 8,656 Est. Cost $89.82 Unrealized -5.5%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $587 Shares 4,449 Est. Cost $106.89 Unrealized +20.7%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $531 Shares 1 Est. Cost $249666.89 Unrealized +115.9%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $526 Shares 4,906 Est. Cost $54.09 Unrealized +80.1%
INTU INTUIT INC 0.1%
Value ($000) $519 Shares 1,015 Est. Cost $498.82 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $513 Shares 1,317 Est. Cost $328.09 Unrealized +19.3%
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $505 Shares 5,552 Est. Cost $72.89 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOME 0.1%
Value ($000) $487 Shares 2,026 Est. Cost $231.16 Unrealized 0.0%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $385 Shares 7,019 Est. Cost $59.11 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $356 Shares 1,126 Est. Cost $121.68 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $336 Shares 2,165 Est. Cost $145.98 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $329 Shares 8,131 Est. Cost $38.19 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $313 Shares 4,131 Est. Cost $78.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $310 Shares 758 Est. Cost $221.97 Unrealized +87.0%
CHEVRON CORP 0.1%
Value ($000) $304 Shares 1,803 Est. Cost $123.14 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $290 Shares 3,867 Est. Cost $70.48 Unrealized +0.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $290 Shares 2,417 Est. Cost $103.22 Unrealized +4.5%
KO COCA-COLA COMPANY 0.1%
Value ($000) $278 Shares 4,974 Est. Cost $48.74 Unrealized +14.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $277 Shares 1,014 Est. Cost $261.47 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $277 Shares 1,016 Est. Cost $241.97 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $273 Shares 780 Est. Cost $184.68 Unrealized +92.1%
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $260 Shares 484 Est. Cost $106.71 Unrealized +374.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $257 Shares 974 Est. Cost $268.20 Unrealized +0.5%
PLD PROLOGIS INC 0.1%
Value ($000) $253 Shares 2,257 Est. Cost $101.01 Unrealized +11.9%
META META PLATFORMS INC 0.1%
Value ($000) $251 Shares 835 Est. Cost $177.93 Unrealized +68.2%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $220 Shares 1,161 Est. Cost $114.58 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $217 Shares 508 Est. Cost $387.45 Unrealized
FISV FISERV INC 0.1%
Value ($000) $216 Shares 1,913 Est. Cost $123.15 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $212 Shares 787 Est. Cost $113.70 Unrealized +103.9%
EXPD EXPEDITORS INTL WASHINGTON 0.1%
Value ($000) $208 Shares 1,818 Est. Cost $115.37 Unrealized 0.0%
CISCO SYSTEMS INC 0.1%
Value ($000) $201 Shares 3,738 Est. Cost $32.49 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $199 Shares 749 Est. Cost $172.23 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $197 Shares 2,861 Est. Cost $60.03 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $197 Shares 1,640 Est. Cost $103.33 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $197 Shares 6,077 Est. Cost $29.39 Unrealized -1.4%
PENNYMAC COPR CONV BD 5.50 11/01/2024 0.1%
Value ($000) $195 Shares 200,000 Est. Cost $0.94 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $194 Shares 2,800 Est. Cost $78.94 Unrealized
BCH BANCO DE CHILE SPON ADS 0.1%
Value ($000) $190 Shares 9,405 Est. Cost $20.20 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $185 Shares 4,716 Est. Cost $41.31 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $184 Shares 2,284 Est. Cost $46.68 Unrealized +70.8%
QUALCOMM INC 0.1%
Value ($000) $184 Shares 1,653 Est. Cost $98.13 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.1%
Value ($000) $181 Shares 1,981 Est. Cost $93.35 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $180 Shares 1,949 Est. Cost $84.87 Unrealized +1.5%
DE DEERE & CO 0.1%
Value ($000) $180 Shares 477 Est. Cost $391.71 Unrealized +1.6%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $173 Shares 1,649 Est. Cost $100.28 Unrealized 0.0%
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $173 Shares 692 Est. Cost $170.56 Unrealized
ORACLE CORP 0.0%
Value ($000) $165 Shares 1,559 Est. Cost $43.00 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $156 Shares 2,642 Est. Cost $50.79 Unrealized
INTEL CORP 0.0%
Value ($000) $152 Shares 4,280 Est. Cost $37.65 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $150 Shares 1,564 Est. Cost $87.08 Unrealized +12.8%
BUNGE LIMITED 0.0%
Value ($000) $146 Shares 1,349 Est. Cost $108.25 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $144 Shares 1,695 Est. Cost $68.96 Unrealized +11.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $141 Shares 1,160 Est. Cost $127.23 Unrealized 0.0%
PROCTOR & GAMBLE CO 0.0%
Value ($000) $141 Shares 967 Est. Cost $95.34 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $140 Shares 456 Est. Cost $123.70 Unrealized
PEPSICO INC 0.0%
Value ($000) $135 Shares 794 Est. Cost $101.20 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $132 Shares 1,524 Est. Cost $109.56 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $132 Shares 2,405 Est. Cost $40.78 Unrealized
CSX CSX CORP 0.0%
Value ($000) $129 Shares 4,194 Est. Cost $30.58 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $125 Shares 194 Est. Cost $389.42 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $125 Shares 2,420 Est. Cost $42.05 Unrealized +10.1%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $117 Shares 273 Est. Cost $335.94 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $117 Shares 8,025 Est. Cost $14.56 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $115 Shares 6,850 Est. Cost $40.18 Unrealized -60.7%
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $111 Shares 1,482 Est. Cost $51.76 Unrealized +43.7%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $110 Shares 529 Est. Cost $107.54 Unrealized +99.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $110 Shares 217 Est. Cost $179.07 Unrealized +195.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $109 Shares 666 Est. Cost $154.53 Unrealized
DANAHER CORP 0.0%
Value ($000) $109 Shares 438 Est. Cost $117.49 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $107 Shares 299 Est. Cost $300.36 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $105 Shares 1,130 Est. Cost $92.09 Unrealized
PFIZER INC 0.0%
Value ($000) $104 Shares 3,151 Est. Cost $34.00 Unrealized
WH WYNDHAM HOTELS AND RESORTS INC 0.0%
Value ($000) $104 Shares 1,502 Est. Cost $74.17 Unrealized 0.0%
IDA IDACORP INC 0.0%
Value ($000) $104 Shares 1,114 Est. Cost $98.74 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $104 Shares 382 Est. Cost $278.04 Unrealized -0.2%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $103 Shares 736 Est. Cost $139.33 Unrealized
MMM 3M CO 0.0%
Value ($000) $102 Shares 1,090 Est. Cost $87.64 Unrealized -9.2%
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $96 Shares 1,020 Est. Cost $77.95 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $96 Shares 2,160 Est. Cost $44.88 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $92 Shares 957 Est. Cost $53.28 Unrealized +71.1%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $91 Shares 1,871 Est. Cost $48.97 Unrealized +2.4%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $89 Shares 1,136 Est. Cost $78.54 Unrealized
WIT WIPRO LIMITED ADR 0.0%
Value ($000) $88 Shares 18,246 Est. Cost $4.84 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $88 Shares 971 Est. Cost $90.39 Unrealized
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $86 Shares 441 Est. Cost $102.64 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $86 Shares 2,019 Est. Cost $24.41 Unrealized +71.4%
RTX CORPORATION 0.0%
Value ($000) $82 Shares 1,134 Est. Cost $76.42 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $81 Shares 627 Est. Cost $108.25 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $80 Shares 2,407 Est. Cost $33.16 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $79 Shares 972 Est. Cost $99.52 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $78 Shares 397 Est. Cost $72.54 Unrealized +182.6%
AT&T INC 0.0%
Value ($000) $77 Shares 5,103 Est. Cost $28.30 Unrealized
COLB COLUMBIA BANKING SYS INC 0.0%
Value ($000) $76 Shares 3,756 Est. Cost $18.00 Unrealized 0.0%
WMT WAL-MART STORES INC 0.0%
Value ($000) $72 Shares 451 Est. Cost $30.12 Unrealized +72.0%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $71 Shares 948 Est. Cost $29.79 Unrealized +0.3%
WELLS FARGO & CO 0.0%
Value ($000) $69 Shares 1,680 Est. Cost $35.73 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $66 Shares 105 Est. Cost $155.81 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $66 Shares 232 Est. Cost $142.42 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $66 Shares 421 Est. Cost $106.29 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $64 Shares 1,515 Est. Cost $34.42 Unrealized +5.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $62 Shares 327 Est. Cost $74.05 Unrealized +149.3%
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $62 Shares 545 Est. Cost $122.69 Unrealized
STRYKER CORP 0.0%
Value ($000) $61 Shares 224 Est. Cost $93.03 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $61 Shares 984 Est. Cost $43.42 Unrealized +37.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $60 Shares 676 Est. Cost $61.92 Unrealized +34.9%
PSA PUBLIC STORAGE 0.0%
Value ($000) $60 Shares 226 Est. Cost $253.67 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $59 Shares 135 Est. Cost $38.91 Unrealized +15.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $57 Shares 993 Est. Cost $58.64 Unrealized +9.8%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $55 Shares 360 Est. Cost $98.64 Unrealized +58.2%
TNL TRAVEL AND LEISURE CO 0.0%
Value ($000) $55 Shares 1,492 Est. Cost $35.99 Unrealized 0.0%
REDFIN CORPORATION 0.0%
Value ($000) $54 Shares 7,735 Est. Cost $22.98 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $54 Shares 529 Est. Cost $99.06 Unrealized
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value ($000) $51 Shares 317 Est. Cost $160.98 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $48 Shares 394 Est. Cost $98.41 Unrealized +31.9%
PPL PPL CORPORATION 0.0%
Value ($000) $47 Shares 2,004 Est. Cost $23.80 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $47 Shares 660 Est. Cost $51.14 Unrealized +38.6%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $44 Shares 400 Est. Cost $64.56 Unrealized +37.3%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $44 Shares 753 Est. Cost $36.49 Unrealized +63.0%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $39 Shares 85 Est. Cost $245.16 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $38 Shares 252 Est. Cost $162.82 Unrealized 0.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $38 Shares 303 Est. Cost $35.72 Unrealized +271.7%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $36 Shares 178 Est. Cost $95.33 Unrealized +123.9%
FDX FEDEX CORP 0.0%
Value ($000) $36 Shares 136 Est. Cost $159.64 Unrealized +54.6%
HE HAWAIIAN ELECTRIC INDS 0.0%
Value ($000) $36 Shares 2,908 Est. Cost $24.33 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $36 Shares 826 Est. Cost $35.24 Unrealized +26.1%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $34 Shares 312 Est. Cost $132.65 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $34 Shares 11 Est. Cost $2028.64 Unrealized +46.9%
TSLA TESLA INC 0.0%
Value ($000) $32 Shares 129 Est. Cost $268.67 Unrealized -4.4%
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $32 Shares 338 Est. Cost $97.33 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $31 Shares 140 Est. Cost $154.72 Unrealized
CTVA CORTEVA INC USD 0.01 0.0%
Value ($000) $31 Shares 602 Est. Cost $51.53 Unrealized 0.0%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $30 Shares 160 Est. Cost $199.88 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $28 Shares 207 Est. Cost $100.68 Unrealized +4.9%
EOG EOG RESOURCES INC 0.0%
Value ($000) $28 Shares 221 Est. Cost $81.69 Unrealized +43.4%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $27 Shares 465 Est. Cost $63.84 Unrealized +1.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $26 Shares 225 Est. Cost $128.89 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $26 Shares 341 Est. Cost $78.05 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $25 Shares 284 Est. Cost $71.86 Unrealized
USB US BANCORP 0.0%
Value ($000) $25 Shares 743 Est. Cost $39.40 Unrealized -17.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $24 Shares 168 Est. Cost $105.33 Unrealized +15.9%
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.0%
Value ($000) $24 Shares 456 Est. Cost $51.86 Unrealized
XLC SELECT SEC COMUNICATION SERVSELEC 0.0%
Value ($000) $23 Shares 354 Est. Cost $65.56 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $23 Shares 1,333 Est. Cost $17.34 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $22 Shares 148 Est. Cost $109.48 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $22 Shares 38 Est. Cost $263.62 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $22 Shares 653 Est. Cost $34.06 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $21 Shares 155 Est. Cost $112.27 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $21 Shares 767 Est. Cost $18.89 Unrealized +47.3%
LIN NEW LINDE PLC NPV 0.0%
Value ($000) $21 Shares 56 Est. Cost $344.83 Unrealized +7.0%
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $20 Shares 316 Est. Cost $67.50 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $19 Shares 1,904 Est. Cost $14.73 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $19 Shares 193 Est. Cost $88.88 Unrealized +13.0%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $17 Shares 525 Est. Cost $60.00 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $16 Shares 185 Est. Cost $88.80 Unrealized
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $16 Shares 350 Est. Cost $26.10 Unrealized +96.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $16 Shares 72 Est. Cost $124.00 Unrealized +70.3%
BBY BEST BUY CO INC 0.0%
Value ($000) $16 Shares 229 Est. Cost $60.10 Unrealized +14.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $14 Shares 237 Est. Cost $43.29 Unrealized +25.5%
BSY BENTLEY SYSTEMS INCORPORATED 0.0%
Value ($000) $13 Shares 266 Est. Cost $49.69 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 536 Est. Cost $12.38 Unrealized +102.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $13 Shares 676 Est. Cost $11.51 Unrealized +34.5%
NOW SERVICENOW INC 0.0%
Value ($000) $13 Shares 23 Est. Cost $114.08 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $13 Shares 740 Est. Cost $10.23 Unrealized +57.2%
RUN SUNRUN INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $7.19 Unrealized +128.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $60.85 Unrealized -61.6%
POOL POOL CORPORATION 0.0%
Value ($000) $11 Shares 32 Est. Cost $351.91 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $11 Shares 22 Est. Cost $524.63 Unrealized 0.0%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $11 Shares 350 Est. Cost $48.30 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $64.23 Unrealized -29.5%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $11 Shares 289 Est. Cost $36.96 Unrealized +7.8%
THE COOPER COMPANIES INC 0.0%
Value ($000) $10 Shares 33 Est. Cost $318.00 Unrealized
SCHO SCHWAB S-T US TREASURY ETF 0.0%
Value ($000) $10 Shares 218 Est. Cost $47.88 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $10 Shares 58 Est. Cost $176.96 Unrealized 0.0%
LPLA LPL FINANCIAL HOLDINGS INC 0.0%
Value ($000) $10 Shares 42 Est. Cost $232.22 Unrealized 0.0%
NDSN NORDSON CORPORATION 0.0%
Value ($000) $10 Shares 43 Est. Cost $232.15 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $10 Shares 79 Est. Cost $105.69 Unrealized +11.4%
MA MASTERCARD INC CL A 0.0%
Value ($000) $10 Shares 24 Est. Cost $396.22 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $9 Shares 94 Est. Cost $104.39 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $9 Shares 109 Est. Cost $21.95 Unrealized 0.0%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $9 Shares 25 Est. Cost $352.69 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $9 Shares 21 Est. Cost $358.93 Unrealized +17.5%
BNDX VANGUARD TOTAL INTL BD ETF 0.0%
Value ($000) $9 Shares 192 Est. Cost $47.82 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 133 Est. Cost $71.16 Unrealized +1.8%
WRB BERKLEY W R CORPORATION 0.0%
Value ($000) $9 Shares 142 Est. Cost $38.71 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 196 Est. Cost $49.02 Unrealized -6.8%
ANSYS INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $297.50 Unrealized
CRL CHARLES RIVER LABORATORIES 0.0%
Value ($000) $9 Shares 45 Est. Cost $205.30 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $9 Shares 23 Est. Cost $361.55 Unrealized 0.0%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $102.73 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $9 Shares 61 Est. Cost $118.76 Unrealized +12.7%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $8 Shares 60 Est. Cost $120.35 Unrealized 0.0%
ASPEN TECHNOLOGY 0.0%
Value ($000) $8 Shares 40 Est. Cost $204.25 Unrealized
ZTS ZOETIS INCORPORATED 0.0%
Value ($000) $8 Shares 46 Est. Cost $176.93 Unrealized 0.0%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $33.04 Unrealized +52.0%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $8 Shares 51 Est. Cost $156.28 Unrealized 0.0%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $8 Shares 97 Est. Cost $80.21 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $8 Shares 47 Est. Cost $163.32 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $8 Shares 21 Est. Cost $385.89 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $8 Shares 113 Est. Cost $50.92 Unrealized +30.4%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $405.80 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $200.72 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEMS, INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $234.06 Unrealized 0.0%
SAIA SAIA INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $403.42 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $7 Shares 30 Est. Cost $271.51 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $7 Shares 15 Est. Cost $469.45 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $7 Shares 29 Est. Cost $232.13 Unrealized 0.0%
LQD ISHARES IBOXX $ IG CORP BD ETF 0.0%
Value ($000) $7 Shares 67 Est. Cost $102.01 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $7 Shares 79 Est. Cost $87.51 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $7 Shares 26 Est. Cost $258.28 Unrealized 0.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $7 Shares 358 Est. Cost $8.83 Unrealized +118.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $7 Shares 114 Est. Cost $56.09 Unrealized -3.0%
MS MORGAN STANLEY COM 0.0%
Value ($000) $7 Shares 80 Est. Cost $80.29 Unrealized 0.0%
ELV ANTHEN INCORPORATED 0.0%
Value ($000) $7 Shares 15 Est. Cost $436.66 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $6 Shares 32 Est. Cost $180.18 Unrealized 0.0%
CHH CHOICE HOTELS INTERNATIONAL INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $122.82 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $6 Shares 125 Est. Cost $50.67 Unrealized
TXN TEXAS INSTRUMENTS INCORPORATED 0.0%
Value ($000) $6 Shares 40 Est. Cost $158.88 Unrealized 0.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $6 Shares 60 Est. Cost $109.30 Unrealized 0.0%
CHE CHEMED CORP 0.0%
Value ($000) $6 Shares 12 Est. Cost $515.33 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $6 Shares 118 Est. Cost $52.45 Unrealized 0.0%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $99.20 Unrealized 0.0%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $6 Shares 7 Est. Cost $858.21 Unrealized 0.0%
TLT ISHARES 20 YEAR ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $88.69 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $6 Shares 98 Est. Cost $61.20 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $6 Shares 153 Est. Cost $39.17 Unrealized 0.0%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $498.67 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $42.39 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $6 Shares 55 Est. Cost $108.55 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $6 Shares 22 Est. Cost $264.73 Unrealized +1.0%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $6 Shares 68 Est. Cost $111.48 Unrealized
ORLY O'REILLY AUTOMOTIVE INCORPORATED 0.0%
Value ($000) $5 Shares 6 Est. Cost $62.73 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $92.32 Unrealized 0.0%
WST WEST PHARMACEUTICALS SERVICES INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $384.28 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 67 Est. Cost $78.72 Unrealized 0.0%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $5 Shares 85 Est. Cost $62.34 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $5 Shares 66 Est. Cost $56.92 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $510.96 Unrealized 0.0%
EW EDWARD LIFESCIENCES CORPORATION 0.0%
Value ($000) $5 Shares 65 Est. Cost $80.36 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC USD 1.0 0.0%
Value ($000) $4 Shares 22 Est. Cost $195.76 Unrealized 0.0%
CMI CUMMINS, INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $228.57 Unrealized 0.0%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $4 Shares 110 Est. Cost $45.45 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $4 Shares 139 Est. Cost $39.09 Unrealized
SMG THE SCOTTS MIRACLE-GRO COMPANY 0.0%
Value ($000) $4 Shares 81 Est. Cost $51.69 Unrealized 0.0%
GIS GENERAL MILLS 0.0%
Value ($000) $4 Shares 65 Est. Cost $41.89 Unrealized +54.1%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $4 Shares 20 Est. Cost $189.84 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $4 Shares 53 Est. Cost $78.62 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $118.33 Unrealized 0.0%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.03 Unrealized 0.0%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $4 Shares 70 Est. Cost $64.81 Unrealized -16.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $38.76 Unrealized +56.3%
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $501.94 Unrealized 0.0%
HYDROFARM HLDGS GROUP 0.0%
Value ($000) $4 Shares 3,025 Est. Cost $28.43 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $447.51 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $38.99 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $4 Shares 78 Est. Cost $49.12 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY GROUP 0.0%
Value ($000) $4 Shares 67 Est. Cost $58.53 Unrealized 0.0%
VCIT VANGUARD INT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 47 Est. Cost $75.94 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $4 Shares 34 Est. Cost $103.71 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $230.07 Unrealized 0.0%
CI CIGNA CORP USD 0.01 0.0%
Value ($000) $3 Shares 12 Est. Cost $272.79 Unrealized 0.0%
GM GENERAL MOTORS COMPANY 0.0%
Value ($000) $3 Shares 104 Est. Cost $34.64 Unrealized 0.0%
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $40.32 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $3 Shares 23 Est. Cost $65.64 Unrealized +142.2%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $781.58 Unrealized 0.0%
F FORD MOTOR CO 0.0%
Value ($000) $3 Shares 264 Est. Cost $8.33 Unrealized +33.3%
BIO BIO RAD LABS INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $385.83 Unrealized 0.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $3 Shares 73 Est. Cost $34.29 Unrealized
HLT HILTON WORLDWIDE HOLDINGS INCORPORATED 0.0%
Value ($000) $3 Shares 21 Est. Cost $150.05 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $348.82 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $3 Shares 153 Est. Cost $21.04 Unrealized 0.0%
ROST ROSS STORES INCORPORATED 0.0%
Value ($000) $3 Shares 26 Est. Cost $111.83 Unrealized 0.0%
AON AON PLC NPV 0.0%
Value ($000) $3 Shares 9 Est. Cost $325.28 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $3 Shares 19 Est. Cost $171.78 Unrealized -7.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $447.53 Unrealized 0.0%
TJX TJX COMPANIES INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $85.34 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $3 Shares 39 Est. Cost $67.72 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $312.30 Unrealized 0.0%
D DOMINION RESOURCES INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $44.04 Unrealized 0.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $2 Shares 118 Est. Cost $23.41 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $349.73 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $72.19 Unrealized +16.6%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $2 Shares 12 Est. Cost $198.06 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $2 Shares 37 Est. Cost $63.78 Unrealized 0.0%
CCI CROWN CASTLE INTERNATIONAL CORPORATION 0.0%
Value ($000) $2 Shares 25 Est. Cost $90.39 Unrealized 0.0%
CNC CENTENE CORPORATION 0.0%
Value ($000) $2 Shares 33 Est. Cost $66.53 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $315.37 Unrealized 0.0%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $2 Shares 24 Est. Cost $93.58 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $2 Shares 30 Est. Cost $75.48 Unrealized 0.0%
LCII LCI INDUSTRIES 0.0%
Value ($000) $2 Shares 19 Est. Cost $113.59 Unrealized 0.0%
SONY SONY CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $82.37 Unrealized
MCO MOODY'S CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $333.80 Unrealized 0.0%
HCA HCA HEALTHCARE INCORPORATED 0.0%
Value ($000) $2 Shares 9 Est. Cost $268.37 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $2 Shares 13 Est. Cost $191.29 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $415.80 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $134.18 Unrealized 0.0%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $2 Shares 14 Est. Cost $136.75 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY 0.0%
Value ($000) $2 Shares 7 Est. Cost $345.55 Unrealized 0.0%
HSBC HSBC HOLDINGS PLC ADR 0.0%
Value ($000) $2 Shares 54 Est. Cost $39.44 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $55.18 Unrealized 0.0%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $2 Shares 14 Est. Cost $149.14 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $140.40 Unrealized 0.0%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $169.52 Unrealized 0.0%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
PCY INVESCO EMERG MKTS SOVEREIGN DEBT ETF 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.27 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $456.59 Unrealized 0.0%
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $482.70 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $2 Shares 180 Est. Cost $9.75 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 36 Est. Cost $53.61 Unrealized
RELX RELX PLC 0.0%
Value ($000) $2 Shares 57 Est. Cost $33.68 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $2 Shares 13 Est. Cost $144.49 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
ETR ENTERGY CORPORATION 0.0%
Value ($000) $2 Shares 20 Est. Cost $44.83 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $173.25 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $2 Shares 28 Est. Cost $64.36 Unrealized
TM TOYOTA MOTOR CORP SPD ADR 0.0%
Value ($000) $2 Shares 10 Est. Cost $179.70 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $2 Shares 7 Est. Cost $262.23 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $36.05 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 39 Est. Cost $61.92 Unrealized 0.0%
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $2 Shares 20 Est. Cost $83.89 Unrealized 0.0%
ING ING GROUP NV 0.0%
Value ($000) $2 Shares 129 Est. Cost $13.18 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $111.18 Unrealized 0.0%
CCEP COCA COLA EUROPACIFIC PARTNERS PLC 0.0%
Value ($000) $2 Shares 26 Est. Cost $59.06 Unrealized 0.0%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $208.68 Unrealized 0.0%
IX ORIX CORPORATION 0.0%
Value ($000) $2 Shares 17 Est. Cost $93.82 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $55.95 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 37 Est. Cost $36.99 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $26.73 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $40.46 Unrealized 0.0%
RACE FERRARI NV 0.0%
Value ($000) $1 Shares 5 Est. Cost $310.42 Unrealized 0.0%
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $1 Shares 363 Est. Cost $4.06 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $1 Shares 34 Est. Cost $41.44 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $159.50 Unrealized 0.0%
PGX INVESCO PREFERRED STOCK ETF 0.0%
Value ($000) $1 Shares 128 Est. Cost $10.95 Unrealized
ZTO ZTO EXPRESS INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $24.16 Unrealized
GPN GLOBAL PAYMENTS INCORPORATED 0.0%
Value ($000) $1 Shares 12 Est. Cost $116.10 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 12 Est. Cost $113.48 Unrealized 0.0%
CP CANADIAN PAC KS CITY LTD NPV 0.0%
Value ($000) $1 Shares 18 Est. Cost $78.01 Unrealized 0.0%
EIDO ISHARES MSCI INDONESIA ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $22.27 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $109.52 Unrealized 0.0%
FMX FOMENTO ECONOMICO MEX-SP ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $109.08 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $102.14 Unrealized 0.0%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $1 Shares 3 Est. Cost $416.71 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $86.73 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $183.71 Unrealized
CCJ CAMECO CORPORATION 0.0%
Value ($000) $1 Shares 32 Est. Cost $35.17 Unrealized 0.0%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $42.14 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $123.40 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $82.85 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $199.48 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $1 Shares 18 Est. Cost $66.61 Unrealized 0.0%
CMS CMS ENERGY CORPORATION 0.0%
Value ($000) $1 Shares 23 Est. Cost $53.74 Unrealized 0.0%
ESTC ELASTIC NV 0.0%
Value ($000) $1 Shares 15 Est. Cost $68.17 Unrealized 0.0%
MNST MONSTER BEVERAGE CORPORATION 0.0%
Value ($000) $1 Shares 23 Est. Cost $56.82 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 112 Est. Cost $17.20 Unrealized -27.4%
FAST FASTENAL CO 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.81 Unrealized 0.0%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $1 Shares 34 Est. Cost $33.53 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $75.86 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $99.58 Unrealized 0.0%
SAP SAP AG ADR 0.0%
Value ($000) $1 Shares 9 Est. Cost $129.22 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $56.66 Unrealized 0.0%
ROK ROCKWELL AUTOMATION, INC. 0.0%
Value ($000) $1 Shares 4 Est. Cost $296.68 Unrealized 0.0%
TRV THE TRAVELERS CO INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $159.78 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $84.29 Unrealized 0.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 26 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $97.14 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $101.97 Unrealized 0.0%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $123.69 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $180.98 Unrealized 0.0%
DAL DELTA AIR LINES 0.0%
Value ($000) $1 Shares 29 Est. Cost $42.32 Unrealized 0.0%
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.76 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.44 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $82.19 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $210.13 Unrealized 0.0%
HYG ISHARES IBOXX $ H-Y CORP BD ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $73.71 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $111.55 Unrealized 0.0%
TRGP TARGA RESOURCES CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $78.65 Unrealized 0.0%
CATALENT INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.50 Unrealized
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $1 Shares 21 Est. Cost $46.14 Unrealized 0.0%
IDV ISHARES INTL SELECT DIV ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.38 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $217.13 Unrealized 0.0%
TRI THOMSON REUTERS CORPORATION 0.0%
Value ($000) $1 Shares 8 Est. Cost $124.59 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $121.22 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $1 Shares 9 Est. Cost $100.55 Unrealized 0.0%
HDB HDFC BANK LTD ADR 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.00 Unrealized
JUNIPER NETWORKS INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $27.76 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $15.26 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $30.87 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES, INC. 0.0%
Value ($000) $1 Shares 51 Est. Cost $17.66 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $112.73 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $112.19 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $47.84 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $40.15 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $98.78 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $84.48 Unrealized
COMP COMPASS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.59 Unrealized -77.3%
EXC EXELON CORPORATION 0.0%
Value ($000) $1 Shares 23 Est. Cost $37.24 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.42 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $24.49 Unrealized 0.0%
EQNR EQUINOR ASA 0.0%
Value ($000) $1 Shares 26 Est. Cost $32.77 Unrealized
TDG TRANSDIGM GROUP INCORPORATED 0.0%
Value ($000) $1 Shares 1 Est. Cost $749.90 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $124.31 Unrealized 0.0%
TTWO TAKE TWO INTERACTIVE SOFTWARE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $143.94 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $42.68 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $1 Shares 9 Est. Cost $98.44 Unrealized 0.0%
NWL NEWELL RUBBERMAID INC 0.0%
Value ($000) $1 Shares 91 Est. Cost $8.96 Unrealized 0.0%
IP INTL PAPER CO COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $30.68 Unrealized 0.0%
NWS NEWS CORPORTATION 0.0%
Value ($000) $1 Shares 39 Est. Cost $20.37 Unrealized 0.0%
INCY INCYTE CORPORATION 0.0%
Value ($000) $1 Shares 14 Est. Cost $63.04 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $1 Shares 4 Est. Cost $212.78 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $437.16 Unrealized 0.0%
LNC LINCOLN NATIONAL CORPORATION 0.0%
Value ($000) $1 Shares 32 Est. Cost $22.67 Unrealized 0.0%
APTIV PLC 0.0%
Value ($000) $1 Shares 8 Est. Cost $98.50 Unrealized
ALV AUTOLIV INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $90.43 Unrealized 0.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $75.38 Unrealized 0.0%
HESS CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $153.00 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $1 Shares 25 Est. Cost $31.63 Unrealized 0.0%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $29.47 Unrealized 0.0%
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $187.50 Unrealized 0.0%
UHS UNIVERSAL HEALTH SERVICES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.05 Unrealized 0.0%
STM STMICROELECTRONICS NV 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.12 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $735.97 Unrealized 0.0%
BWA BORG WARNER INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.98 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $33.70 Unrealized 0.0%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $1 Shares 4 Est. Cost $170.29 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $60.27 Unrealized 0.0%
EWY INVESCO MSCI SOUTH KOREA ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $58.92 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $41.97 Unrealized 0.0%
KSA ISHARES MSCO SAUDI ARABIA ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $38.72 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $30.73 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $708.54 Unrealized 0.0%
BTI BRITISH AMERICAN TABACCO PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $31.36 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $51.72 Unrealized 0.0%
VGIT VANGUARD INT-TERM TREASURY ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $57.08 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $1 Shares 18 Est. Cost $36.16 Unrealized 0.0%
MOS MOSAIC COMPANY NEW 0.0%
Value ($000) $1 Shares 19 Est. Cost $35.77 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $1 Shares 22 Est. Cost $30.62 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.64 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $117.82 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $103.58 Unrealized 0.0%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $138.25 Unrealized 0.0%
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $1 Shares 55 Est. Cost $13.05 Unrealized 0.0%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $22.00 Unrealized
WELL WELLTOWER INCORPORATED 0.0%
Value ($000) $1 Shares 8 Est. Cost $78.14 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $91.57 Unrealized 0.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $186.58 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $30.70 Unrealized 0.0%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $1 Shares 29 Est. Cost $21.90 Unrealized
JAMES HARDIE INDUSTRIES PLC 0.0%
Value ($000) $1 Shares 24 Est. Cost $26.21 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $206.89 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC. 0.0%
Value ($000) $1 Shares 18 Est. Cost $38.03 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.52 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $41.57 Unrealized 0.0%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $1 Shares 3 Est. Cost $213.74 Unrealized 0.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $132.62 Unrealized 0.0%
INVH INVITATION HOMES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.38 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 43 Est. Cost $16.57 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $58.39 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $103.04 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $71.08 Unrealized 0.0%
IR INGERSOLL RAND INC USD 0.01 0.0%
Value ($000) $1 Shares 9 Est. Cost $66.38 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $147.14 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 9 Est. Cost $62.39 Unrealized 0.0%
PTC PTC INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $143.02 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.34 Unrealized 0.0%
TECH BIO TECHNE CORPORATION 0.0%
Value ($000) $1 Shares 8 Est. Cost $78.07 Unrealized 0.0%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $55.83 Unrealized 0.0%
DG DOLLAR GENERAL CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $141.69 Unrealized 0.0%
CLX CLOROX CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $139.91 Unrealized 0.0%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $1 Shares 25 Est. Cost $22.95 Unrealized 0.0%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $37.31 Unrealized +2.8%
MGM GMG RESORTS INTERNATIONAL 0.0%
Value ($000) $1 Shares 14 Est. Cost $44.19 Unrealized 0.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $27.15 Unrealized 0.0%
L LOEWS CORPORATION 0.0%
Value ($000) $1 Shares 8 Est. Cost $61.86 Unrealized 0.0%
YUM YUM! BRANDS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $125.57 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INCCOM 0.0%
Value ($000) $0 Shares 7 Est. Cost $69.41 Unrealized 0.0%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.53 Unrealized 0.0%
ARGX ARGENX SE 0.0%
Value ($000) $0 Shares 1 Est. Cost $491.00 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $113.60 Unrealized 0.0%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $156.39 Unrealized 0.0%
NWSA NEWS CORPORATION CL A 0.0%
Value ($000) $0 Shares 24 Est. Cost $19.91 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $122.03 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $0 Shares 9 Est. Cost $59.18 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $59.60 Unrealized 0.0%
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $0 Shares 2 Est. Cost $219.09 Unrealized 0.0%
PEG PUBLIC SERVICE ENTERPRISE GP 0.0%
Value ($000) $0 Shares 8 Est. Cost $56.73 Unrealized 0.0%
BALL BALL CORPORATION 0.0%
Value ($000) $0 Shares 9 Est. Cost $86.19 Unrealized -38.8%
AME AMETEK INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $153.73 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $101.44 Unrealized 0.0%
MHK MOHAWK INDUSTRIES, INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $100.72 Unrealized 0.0%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $213.56 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $164.42 Unrealized 0.0%
MLM MARTIN MARIETTA MARTERIALS INCORPORATED 0.0%
Value ($000) $0 Shares 1 Est. Cost $436.08 Unrealized 0.0%
HPQ HP INC. 0.0%
Value ($000) $0 Shares 16 Est. Cost $27.96 Unrealized 0.0%
VRSN VERISIGN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $205.84 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.0%
Value ($000) $0 Shares 4 Est. Cost $98.11 Unrealized 0.0%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $222.37 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $80.85 Unrealized 0.0%
QRVO QORVO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $102.11 Unrealized 0.0%
OKE ONEOK INCORPORATED 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.97 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $34.31 Unrealized 0.0%
SCHA SCHWAB US SMALLCAP ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $41.33 Unrealized
HSIC HENRY SCHEIN INCORPORATED 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.04 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.84 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $39.98 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $48.95 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $66.20 Unrealized 0.0%
CERIDIAN HCM HOLDING INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $70.32 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL, INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $330.58 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $314.76 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $133.96 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $74.34 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $109.50 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $0 Shares 7 Est. Cost $37.53 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $0 Shares 3 Est. Cost $81.03 Unrealized 0.0%
ZION ZIONS BANCORPORATION 0.0%
Value ($000) $0 Shares 8 Est. Cost $34.87 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $148.10 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HOLDINGS PUB LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.26 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $255.00 Unrealized
IRM IRON MOUNTAIN INCORPORATED 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.32 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $124.17 Unrealized 0.0%
VGLT VANGUARD S LONG TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.50 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $82.92 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $231.89 Unrealized 0.0%
WAB WABTEC CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $110.02 Unrealized 0.0%
VTR VENTAS INCORPORATED 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.54 Unrealized 0.0%
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $16.99 Unrealized 0.0%
HST HOST HOTELS & RESORTS INCORPORATED 0.0%
Value ($000) $0 Shares 13 Est. Cost $14.48 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.28 Unrealized 0.0%
VICI VICI PROPERTIES INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $27.02 Unrealized 0.0%
CDW CDW CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $193.29 Unrealized 0.0%
STT STATE STREET CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $64.89 Unrealized 0.0%
FMC FMC CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.68 Unrealized 0.0%
AMCOR PLCORD 0.0%
Value ($000) $0 Shares 21 Est. Cost $8.72 Unrealized 0.0%
DVA DAVITA INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $102.00 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.26 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $175.00 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.39 Unrealized -4.3%
CHRW C.H. ROBINSON WORLDWIDE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $87.84 Unrealized 0.0%
UAL UNITED AIRLINES HOLDINGS INCORPORATED 0.0%
Value ($000) $0 Shares 4 Est. Cost $50.56 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.61 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $161.33 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.14 Unrealized 0.0%
MAS MASCO CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.30 Unrealized 0.0%
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.62 Unrealized 0.0%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.00 Unrealized 0.0%
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $143.77 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY 0.0%
Value ($000) $0 Shares 1 Est. Cost $152.31 Unrealized 0.0%
AIZ ASSURANT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.86 Unrealized 0.0%
UDR UDR INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.13 Unrealized 0.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.57 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $138.06 Unrealized 0.0%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $33.85 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.51 Unrealized +4.7%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.87 Unrealized 0.0%
MAA MID-AMERICA APARTMENT COMMUNITIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.36 Unrealized 0.0%
GL GLOBE LIFE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.50 Unrealized 0.0%
CPT CAMDEN PROPERTY TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.63 Unrealized 0.0%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $37.04 Unrealized
PHIN PHINIA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.06 Unrealized 0.0%
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 178 Est. Cost $11.24 Unrealized