Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 11, 2025

Total Value ($000): $440,962 (100.0% shares, 0.0% debt)

Holdings (494)

VO VANGUARD MID CAP ETF 7.5%
Value ($000) $33,206 Shares 128,403 Est. Cost $194.29 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 7.3%
Value ($000) $32,010 Shares 629,751 Est. Cost $42.55 Unrealized
MSFT MICROSOFT CORP 5.3%
Value ($000) $23,504 Shares 62,613 Est. Cost $88.18 Unrealized +359.4%
AAPL APPLE INC 4.8%
Value ($000) $21,067 Shares 94,841 Est. Cost $95.13 Unrealized +142.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 4.3%
Value ($000) $19,064 Shares 205,459 Est. Cost $85.90 Unrealized
VTV VANGUARD VALUE INDEX ETF 3.4%
Value ($000) $15,062 Shares 87,197 Est. Cost $169.94 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.7%
Value ($000) $11,978 Shares 129,037 Est. Cost $76.11 Unrealized
V VISA INC 2.3%
Value ($000) $9,998 Shares 28,530 Est. Cost $109.66 Unrealized +206.7%
GOOGL ALPHABET INC CL A 2.2%
Value ($000) $9,510 Shares 61,498 Est. Cost $107.67 Unrealized +67.8%
VANGUARD MID CAP ETF 2.1%
Value ($000) $9,107 Shares 35,214 Est. Cost $235.50 Unrealized
ETN EATON CORP PLC 1.9%
Value ($000) $8,174 Shares 30,072 Est. Cost $81.16 Unrealized +280.2%
AMZN AMAZON.COM INC 1.8%
Value ($000) $7,880 Shares 41,420 Est. Cost $128.08 Unrealized +69.4%
HD HOME DEPOT INC 1.7%
Value ($000) $7,432 Shares 20,279 Est. Cost $115.83 Unrealized +228.7%
BA BOEING CO 1.6%
Value ($000) $7,273 Shares 42,643 Est. Cost $217.19 Unrealized -20.3%
IYW ISHARES US TECHNOLOGY ETF 1.6%
Value ($000) $7,267 Shares 51,746 Est. Cost $118.75 Unrealized
CVX CHEVRON CORP 1.4%
Value ($000) $6,296 Shares 37,633 Est. Cost $97.14 Unrealized +54.9%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $6,249 Shares 36,666 Est. Cost $71.30 Unrealized +130.0%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $6,152 Shares 11,746 Est. Cost $82.74 Unrealized +503.7%
AVGO BROADCOM INC NPV 1.4%
Value ($000) $6,090 Shares 36,373 Est. Cost $149.73 Unrealized +40.1%
BLK BLACKROCK INC NEW NPV 1.3%
Value ($000) $5,695 Shares 6,017 Est. Cost $991.05 Unrealized -2.9%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $5,645 Shares 23,011 Est. Cost $143.44 Unrealized +74.9%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.3%
Value ($000) $5,618 Shares 71,245 Est. Cost $51.20 Unrealized
CB CHUBB LIMITED 1.3%
Value ($000) $5,616 Shares 18,599 Est. Cost $115.60 Unrealized +139.0%
LLY ELI LILLY AND COMPANY 1.2%
Value ($000) $5,427 Shares 6,571 Est. Cost $627.32 Unrealized +31.8%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $5,378 Shares 49,619 Est. Cost $123.46 Unrealized +2.6%
ORCL ORACLE CORP 1.2%
Value ($000) $5,265 Shares 37,658 Est. Cost $35.62 Unrealized +353.6%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $5,209 Shares 66,546 Est. Cost $30.47 Unrealized +154.9%
SMH VANECK SEMICONDUCTOR ETF 1.1%
Value ($000) $5,026 Shares 23,769 Est. Cost $235.36 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $4,723 Shares 31,499 Est. Cost $78.77 Unrealized +82.2%
QCOM QUALCOMM INC 1.0%
Value ($000) $4,549 Shares 29,616 Est. Cost $72.62 Unrealized +119.9%
IBM INTERNATIONAL BUSINESS MACHINES 1.0%
Value ($000) $4,501 Shares 18,101 Est. Cost $103.13 Unrealized +132.1%
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $4,442 Shares 71,993 Est. Cost $25.31 Unrealized +137.4%
COST COSTCO WHOLESALE CORP 1.0%
Value ($000) $4,355 Shares 4,605 Est. Cost $605.15 Unrealized +60.4%
DHR DANAHER CORP 1.0%
Value ($000) $4,264 Shares 20,801 Est. Cost $46.22 Unrealized +369.4%
META META PLATFORMS INC 0.9%
Value ($000) $4,141 Shares 7,185 Est. Cost $441.92 Unrealized +45.6%
ABBV ABBVIE INC 0.9%
Value ($000) $4,123 Shares 19,678 Est. Cost $44.28 Unrealized +327.7%
SYK STRYKER CORP 0.9%
Value ($000) $4,028 Shares 10,820 Est. Cost $80.52 Unrealized +368.3%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $3,940 Shares 16,680 Est. Cost $94.58 Unrealized +149.1%
HON HONEYWELL INTL INC 0.9%
Value ($000) $3,838 Shares 18,125 Est. Cost $107.07 Unrealized +85.3%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.9%
Value ($000) $3,831 Shares 46,000 Est. Cost $93.40 Unrealized
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $3,797 Shares 17,449 Est. Cost $116.00 Unrealized +63.4%
IWM ISHARES RUSSELL 2000 ETF 0.9%
Value ($000) $3,763 Shares 18,863 Est. Cost $191.28 Unrealized
WFC WELLS FARGO & CO 0.8%
Value ($000) $3,731 Shares 51,977 Est. Cost $35.31 Unrealized +108.7%
T AT&T INC 0.8%
Value ($000) $3,531 Shares 124,919 Est. Cost $14.04 Unrealized +73.4%
SBUX STARBUCKS CORP 0.8%
Value ($000) $3,439 Shares 35,062 Est. Cost $58.68 Unrealized +72.1%
MDT MEDTRONIC PLC 0.8%
Value ($000) $3,402 Shares 37,855 Est. Cost $67.58 Unrealized +29.3%
MET METLIFE INC 0.7%
Value ($000) $3,267 Shares 40,685 Est. Cost $33.82 Unrealized +140.0%
ECL ECOLAB INC 0.7%
Value ($000) $3,086 Shares 12,173 Est. Cost $132.28 Unrealized +88.7%
IBB ISHARES NASDAQ BIOTECH INDX 0.7%
Value ($000) $2,892 Shares 22,612 Est. Cost $124.87 Unrealized
ACN ACCENTURE PLC 0.6%
Value ($000) $2,864 Shares 9,179 Est. Cost $112.96 Unrealized +209.4%
DIS WALT DISNEY CO 0.6%
Value ($000) $2,852 Shares 28,896 Est. Cost $85.47 Unrealized +24.4%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,389 Shares 21,724 Est. Cost $82.57 Unrealized +36.4%
O REALTY INCOME CORP 0.5%
Value ($000) $2,367 Shares 40,806 Est. Cost $54.64 Unrealized -3.8%
IAU ISHARES GOLD TRUST ETF 0.5%
Value ($000) $2,202 Shares 37,347 Est. Cost $35.11 Unrealized
DHI D R HORTON INCORPORATED 0.5%
Value ($000) $2,158 Shares 16,972 Est. Cost $123.67 Unrealized +7.4%
MAR MARRIOTT INTERNATIONAL INC 0.5%
Value ($000) $2,124 Shares 8,917 Est. Cost $160.87 Unrealized +67.5%
PFE PFIZER INC 0.5%
Value ($000) $2,084 Shares 82,237 Est. Cost $23.96 Unrealized +3.1%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,944 Shares 5,894 Est. Cost $326.42 Unrealized +7.8%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,872 Shares 3,643 Est. Cost $260.39 Unrealized
CMCSA COMCAST CORP 0.4%
Value ($000) $1,797 Shares 48,714 Est. Cost $28.00 Unrealized +25.1%
FCX FREEPORT-MCMORAN INC. LD 0.3%
Value ($000) $1,478 Shares 39,047 Est. Cost $36.84 Unrealized +2.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,451 Shares 8,503 Est. Cost $173.78 Unrealized +6.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,348 Shares 4,906 Est. Cost $205.92 Unrealized
FISV FISERV INC 0.3%
Value ($000) $1,324 Shares 5,997 Est. Cost $151.68 Unrealized +44.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $1,054 Shares 6,083 Est. Cost $93.83 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $955 Shares 14,074 Est. Cost $34.04 Unrealized +75.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $953 Shares 8,011 Est. Cost $70.97 Unrealized +51.1%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $873 Shares 1,437 Est. Cost $345.92 Unrealized +87.5%
JEPI JP MORGAN EQY PREMIUM INCOME ETF 0.2%
Value ($000) $828 Shares 14,485 Est. Cost $57.13 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $803 Shares 5,143 Est. Cost $115.63 Unrealized +57.8%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $798 Shares 1 Est. Cost $249666.89 Unrealized +192.1%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.2%
Value ($000) $791 Shares 52,729 Est. Cost $11.83 Unrealized
VLTO VERALTO CORP USD 0.01 0.2%
Value ($000) $688 Shares 7,065 Est. Cost $74.95 Unrealized +32.6%
DVA DAVITA INCORPORATED 0.1%
Value ($000) $634 Shares 4,145 Est. Cost $137.82 Unrealized +14.0%
ADP AUTOMATIC DATA PROCESSING INCOME 0.1%
Value ($000) $612 Shares 2,003 Est. Cost $231.16 Unrealized +27.8%
INTU INTUIT INC 0.1%
Value ($000) $610 Shares 993 Est. Cost $498.82 Unrealized +19.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $544 Shares 3,283 Est. Cost $120.00 Unrealized +27.0%
MRK MERCK & CO INC 0.1%
Value ($000) $540 Shares 6,021 Est. Cost $63.13 Unrealized +42.7%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $537 Shares 3,843 Est. Cost $54.09 Unrealized +192.5%
MICROSOFT CORP 0.1%
Value ($000) $485 Shares 1,293 Est. Cost $188.91 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $461 Shares 2,379 Est. Cost $152.86 Unrealized
TRGP TARGA RESOURCES CORPORATION 0.1%
Value ($000) $448 Shares 2,236 Est. Cost $121.78 Unrealized +59.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $435 Shares 3,880 Est. Cost $71.26 Unrealized +41.1%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $391 Shares 4,827 Est. Cost $85.94 Unrealized
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $385 Shares 5,545 Est. Cost $72.89 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $383 Shares 4,231 Est. Cost $81.80 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $374 Shares 8,650 Est. Cost $89.82 Unrealized -43.6%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $343 Shares 644 Est. Cost $263.08 Unrealized +84.8%
KO COCA-COLA COMPANY 0.1%
Value ($000) $337 Shares 4,702 Est. Cost $48.74 Unrealized +33.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $336 Shares 753 Est. Cost $230.43 Unrealized +94.5%
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $323 Shares 872 Est. Cost $241.97 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.1%
Value ($000) $321 Shares 6,550 Est. Cost $33.26 Unrealized +42.3%
FNF FIDELITY NATIONAL FINANCIAL INC 0.1%
Value ($000) $306 Shares 4,700 Est. Cost $46.63 Unrealized +20.2%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $298 Shares 1,879 Est. Cost $84.87 Unrealized +61.4%
CHEVRON CORP 0.1%
Value ($000) $296 Shares 1,771 Est. Cost $125.31 Unrealized
BPOP POPULAR INC 0.1%
Value ($000) $296 Shares 3,200 Est. Cost $87.11 Unrealized +8.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $284 Shares 908 Est. Cost $268.20 Unrealized +9.2%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value ($000) $269 Shares 3,360 Est. Cost $65.81 Unrealized +24.0%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $249 Shares 1,502 Est. Cost $109.56 Unrealized
BCH BANCO DE CHILE SPON ADS 0.1%
Value ($000) $249 Shares 9,405 Est. Cost $20.20 Unrealized
PLD PROLOGIS INC 0.1%
Value ($000) $244 Shares 2,182 Est. Cost $101.81 Unrealized +9.9%
VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF 0.1%
Value ($000) $244 Shares 1,890 Est. Cost $123.13 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $240 Shares 2,205 Est. Cost $46.68 Unrealized +112.6%
AMGN AMGEN INC 0.1%
Value ($000) $234 Shares 752 Est. Cost $113.70 Unrealized +152.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $231 Shares 2,720 Est. Cost $78.94 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $219 Shares 1,818 Est. Cost $115.37 Unrealized -1.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $212 Shares 2,020 Est. Cost $106.87 Unrealized -9.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $211 Shares 425 Est. Cost $433.69 Unrealized +24.5%
FBP FIRST BANCORP 0.0%
Value ($000) $211 Shares 11,000 Est. Cost $17.43 Unrealized +9.0%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $209 Shares 2,648 Est. Cost $51.74 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $206 Shares 2,112 Est. Cost $74.98 Unrealized +37.3%
PSX PHILLIPS 66 0.0%
Value ($000) $201 Shares 1,629 Est. Cost $103.33 Unrealized +15.4%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $195 Shares 1,155 Est. Cost $127.23 Unrealized +27.3%
PLAB PHOTRONICS INC 0.0%
Value ($000) $195 Shares 9,400 Est. Cost $26.51 Unrealized -16.0%
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $190 Shares 4,192 Est. Cost $41.31 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $189 Shares 7,000 Est. Cost $24.65 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.0%
Value ($000) $186 Shares 2,271 Est. Cost $60.03 Unrealized
BBSI BARRETT BUSINESS SERVICES INC 0.0%
Value ($000) $181 Shares 4,400 Est. Cost $32.45 Unrealized +27.5%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $179 Shares 1,432 Est. Cost $167.52 Unrealized -13.1%
PEPSICO INC 0.0%
Value ($000) $171 Shares 1,143 Est. Cost $119.27 Unrealized
CEF SPROTT PHY TRUST UNIT (CAD) 0.0%
Value ($000) $170 Shares 6,000 Est. Cost $24.48 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $170 Shares 995 Est. Cost $101.38 Unrealized
OKE ONEOK INCORPORATED 0.0%
Value ($000) $169 Shares 1,708 Est. Cost $78.70 Unrealized +20.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $169 Shares 2,019 Est. Cost $24.41 Unrealized +238.3%
CHARLES SCHWAB CORP 0.0%
Value ($000) $166 Shares 2,122 Est. Cost $47.99 Unrealized
BLACKROCK INC NEW NPV 0.0%
Value ($000) $166 Shares 175 Est. Cost $1024.20 Unrealized
EW EDWARD LIFESCIENCES CORPORATION 0.0%
Value ($000) $163 Shares 2,248 Est. Cost $88.55 Unrealized -19.2%
BLACKROCK MUNI 2030 TARGET TERM TRUST 0.0%
Value ($000) $158 Shares 7,442 Est. Cost $20.77 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $156 Shares 8,025 Est. Cost $14.56 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $153 Shares 273 Est. Cost $335.94 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $148 Shares 2,800 Est. Cost $48.69 Unrealized +25.1%
VB VANGUARD SMALL CAP INDEX ETF 0.0%
Value ($000) $147 Shares 665 Est. Cost $114.58 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $144 Shares 2,012 Est. Cost $43.50 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $143 Shares 2,450 Est. Cost $82.70 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $140 Shares 299 Est. Cost $300.36 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $138 Shares 666 Est. Cost $154.53 Unrealized
MA MASTERCARD INC CL A 0.0%
Value ($000) $137 Shares 250 Est. Cost $542.01 Unrealized 0.0%
WH WYNDHAM HOTELS AND RESORTS INC 0.0%
Value ($000) $136 Shares 1,502 Est. Cost $74.17 Unrealized +36.7%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $135 Shares 2,979 Est. Cost $34.65 Unrealized +14.2%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $133 Shares 2,675 Est. Cost $111.35 Unrealized -43.2%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $131 Shares 1,130 Est. Cost $92.09 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $131 Shares 487 Est. Cost $249.78 Unrealized +23.7%
IDA IDACORP INC 0.0%
Value ($000) $129 Shares 1,114 Est. Cost $98.74 Unrealized +13.5%
S SENTINELONE INC CL A 0.0%
Value ($000) $125 Shares 6,850 Est. Cost $40.18 Unrealized -46.0%
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $124 Shares 1,020 Est. Cost $77.95 Unrealized
CSX CSX CORP 0.0%
Value ($000) $122 Shares 4,148 Est. Cost $30.58 Unrealized +2.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $122 Shares 338 Est. Cost $172.23 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $121 Shares 1,027 Est. Cost $93.35 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $120 Shares 2,407 Est. Cost $33.16 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $118 Shares 1,069 Est. Cost $126.83 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $114 Shares 990 Est. Cost $43.42 Unrealized +215.3%
ORACLE CORP 0.0%
Value ($000) $114 Shares 818 Est. Cost $56.63 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $114 Shares 1,040 Est. Cost $51.76 Unrealized +90.2%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $108 Shares 853 Est. Cost $156.16 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $107 Shares 1,871 Est. Cost $48.97 Unrealized +16.4%
CISCO SYSTEMS INC 0.0%
Value ($000) $106 Shares 1,719 Est. Cost $34.25 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $104 Shares 1,054 Est. Cost $98.17 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $102 Shares 1,700 Est. Cost $39.79 Unrealized +39.3%
HPQ HP INC. 0.0%
Value ($000) $98 Shares 3,534 Est. Cost $27.31 Unrealized +11.1%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $98 Shares 1,136 Est. Cost $78.54 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $98 Shares 1,112 Est. Cost $53.25 Unrealized +74.5%
GE GE AEROSPACE NEW 0.0%
Value ($000) $95 Shares 474 Est. Cost $86.97 Unrealized +125.1%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $95 Shares 169 Est. Cost $387.45 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $94 Shares 396 Est. Cost $72.54 Unrealized +230.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $92 Shares 627 Est. Cost $108.25 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $91 Shares 971 Est. Cost $90.39 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $88 Shares 1,471 Est. Cost $34.42 Unrealized +48.3%
AT&T INC 0.0%
Value ($000) $88 Shares 3,112 Est. Cost $25.35 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $85 Shares 342 Est. Cost $143.60 Unrealized
BND VANGUARD TOTAL BOND MARKET IDX ETF 0.0%
Value ($000) $85 Shares 1,155 Est. Cost $75.11 Unrealized
STRYKER CORP 0.0%
Value ($000) $83 Shares 222 Est. Cost $129.30 Unrealized
QUALCOMM INC 0.0%
Value ($000) $82 Shares 532 Est. Cost $117.59 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $80 Shares 654 Est. Cost $61.92 Unrealized +78.5%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $75 Shares 321 Est. Cost $107.54 Unrealized +125.1%
REDFIN CORPORATION 0.0%
Value ($000) $71 Shares 7,735 Est. Cost $22.98 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $70 Shares 288 Est. Cost $74.05 Unrealized +201.6%
DE DEERE & CO 0.0%
Value ($000) $70 Shares 149 Est. Cost $388.93 Unrealized +18.7%
TNL TRAVEL AND LEISURE CO 0.0%
Value ($000) $69 Shares 1,492 Est. Cost $35.99 Unrealized +40.4%
NKE NIKE INC CL B 0.0%
Value ($000) $68 Shares 1,077 Est. Cost $87.08 Unrealized -17.3%
FDX FEDEX CORP 0.0%
Value ($000) $67 Shares 276 Est. Cost $221.25 Unrealized +14.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $67 Shares 122 Est. Cost $590.71 Unrealized 0.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $65 Shares 218 Est. Cost $253.67 Unrealized +13.4%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $64 Shares 250 Est. Cost $102.64 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $64 Shares 435 Est. Cost $149.51 Unrealized +13.5%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value ($000) $63 Shares 317 Est. Cost $160.98 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $61 Shares 651 Est. Cost $51.14 Unrealized +71.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $61 Shares 900 Est. Cost $55.31 Unrealized +4.8%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $58 Shares 793 Est. Cost $74.98 Unrealized +4.2%
EQIX EQUINIX INC 0.0%
Value ($000) $57 Shares 70 Est. Cost $880.48 Unrealized 0.0%
SAP SAP AG ADR 0.0%
Value ($000) $54 Shares 202 Est. Cost $268.44 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $54 Shares 140 Est. Cost $428.84 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $52 Shares 740 Est. Cost $58.64 Unrealized +17.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $51 Shares 11 Est. Cost $2028.64 Unrealized +134.1%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND ETF 0.0%
Value ($000) $49 Shares 680 Est. Cost $81.58 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $49 Shares 1,045 Est. Cost $53.04 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $49 Shares 61 Est. Cost $192.75 Unrealized 0.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $48 Shares 281 Est. Cost $71.86 Unrealized
IUSV ISHARES CORE S&P VALUE ETF 0.0%
Value ($000) $47 Shares 512 Est. Cost $95.49 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $46 Shares 392 Est. Cost $98.41 Unrealized +6.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $46 Shares 200 Est. Cost $98.64 Unrealized +121.4%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $46 Shares 734 Est. Cost $36.49 Unrealized +56.7%
MMM 3M CO 0.0%
Value ($000) $46 Shares 310 Est. Cost $87.64 Unrealized +65.0%
SCZ ISHARES MSCI EAFE SM CAP ETF 0.0%
Value ($000) $45 Shares 714 Est. Cost $66.84 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $45 Shares 85 Est. Cost $245.16 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $45 Shares 405 Est. Cost $99.06 Unrealized
CPRT COPART INC 0.0%
Value ($000) $45 Shares 792 Est. Cost $35.24 Unrealized +59.7%
DOW DOW HOLDING INC 0.0%
Value ($000) $45 Shares 1,281 Est. Cost $42.05 Unrealized -14.5%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $44 Shares 1,047 Est. Cost $28.88 Unrealized +51.1%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $43 Shares 294 Est. Cost $35.72 Unrealized +261.4%
ACCENTURE PLC 0.0%
Value ($000) $43 Shares 138 Est. Cost $176.94 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $43 Shares 250 Est. Cost $242.13 Unrealized 0.0%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $41 Shares 160 Est. Cost $199.88 Unrealized +44.4%
PFIZER INC 0.0%
Value ($000) $40 Shares 1,591 Est. Cost $32.59 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $39 Shares 270 Est. Cost $179.48 Unrealized -7.1%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $39 Shares 312 Est. Cost $133.08 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $38 Shares 1,679 Est. Cost $27.89 Unrealized -21.5%
CTVA CORTEVA INC USD 0.01 0.0%
Value ($000) $37 Shares 592 Est. Cost $51.41 Unrealized +19.1%
DON WISDOMTREE US MID CAP DIV ETF 0.0%
Value ($000) $37 Shares 740 Est. Cost $51.13 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $36 Shares 140 Est. Cost $154.72 Unrealized
GEV GE VERNOVA LLC 0.0%
Value ($000) $36 Shares 117 Est. Cost $190.58 Unrealized +82.7%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $35 Shares 350 Est. Cost $100.71 Unrealized
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value ($000) $34 Shares 1,300 Est. Cost $28.00 Unrealized +12.5%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $33 Shares 677 Est. Cost $65.02 Unrealized +1.0%
RRC RANGE RESOURCES CORPORATION 0.0%
Value ($000) $32 Shares 800 Est. Cost $36.90 Unrealized +4.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $32 Shares 117 Est. Cost $182.58 Unrealized +40.1%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $32 Shares 345 Est. Cost $100.28 Unrealized +0.3%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $32 Shares 3,000 Est. Cost $10.52 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $31 Shares 516 Est. Cost $59.33 Unrealized -2.3%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $31 Shares 225 Est. Cost $128.89 Unrealized
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $30 Shares 286 Est. Cost $97.33 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $30 Shares 406 Est. Cost $66.37 Unrealized +8.5%
XYL XYLEM INC 0.0%
Value ($000) $27 Shares 230 Est. Cost $122.65 Unrealized 0.0%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $27 Shares 77 Est. Cost $348.12 Unrealized 0.0%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $27 Shares 255 Est. Cost $104.78 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $26 Shares 211 Est. Cost $101.19 Unrealized +26.2%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $25 Shares 500 Est. Cost $47.84 Unrealized 0.0%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $24 Shares 350 Est. Cost $26.10 Unrealized +192.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $24 Shares 125 Est. Cost $109.48 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $23 Shares 155 Est. Cost $112.27 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $22 Shares 175 Est. Cost $81.69 Unrealized +53.2%
AFL AFLAC INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $78.42 Unrealized +32.7%
CLX CLOROX CO 0.0%
Value ($000) $22 Shares 150 Est. Cost $147.98 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $21 Shares 529 Est. Cost $12.76 Unrealized +195.1%
COMCAST CORP CL A 0.0%
Value ($000) $21 Shares 571 Est. Cost $44.27 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $20 Shares 154 Est. Cost $124.76 Unrealized 0.0%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $20 Shares 525 Est. Cost $60.00 Unrealized
FAF FIRST AMERICAN FINANCIAL COR 0.0%
Value ($000) $20 Shares 300 Est. Cost $61.28 Unrealized 0.0%
MCO MOODY'S CORP 0.0%
Value ($000) $19 Shares 41 Est. Cost $478.56 Unrealized 0.0%
RF REGIONS FINANCIAL CORPORATION 0.0%
Value ($000) $19 Shares 871 Est. Cost $20.60 Unrealized +8.7%
BITO PROSHARES TR BITCOIN STRATEGY ETF 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $20.48 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $18 Shares 135 Est. Cost $105.33 Unrealized +22.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $17 Shares 405 Est. Cost $39.90 Unrealized 0.0%
BBY BEST BUY CO INC 0.0%
Value ($000) $17 Shares 225 Est. Cost $60.10 Unrealized +30.3%
PAG PENSKE AUTOMOTIVE GROUP 0.0%
Value ($000) $16 Shares 112 Est. Cost $159.45 Unrealized +0.5%
WPM WHEATON PRECIOUS METALS 0.0%
Value ($000) $16 Shares 200 Est. Cost $66.46 Unrealized 0.0%
WELL WELLTOWER INCORPORATED 0.0%
Value ($000) $15 Shares 100 Est. Cost $140.30 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $15 Shares 676 Est. Cost $11.51 Unrealized +81.1%
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $14 Shares 190 Est. Cost $67.50 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 176 Est. Cost $96.67 Unrealized -7.2%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $14 Shares 350 Est. Cost $48.30 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $14 Shares 51 Est. Cost $206.71 Unrealized +17.6%
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 54 Est. Cost $244.63 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 156 Est. Cost $73.51 Unrealized +16.7%
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $12 Shares 20 Est. Cost $557.47 Unrealized 0.0%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $12 Shares 175 Est. Cost $33.04 Unrealized +123.7%
EATON VANCE TAX-ADV DIV INC FD CLOSED END 0.0%
Value ($000) $12 Shares 500 Est. Cost $23.27 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $11 Shares 740 Est. Cost $14.25 Unrealized +36.2%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $11 Shares 78 Est. Cost $147.02 Unrealized +7.5%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $10 Shares 85 Est. Cost $120.05 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $10 Shares 938 Est. Cost $14.73 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $10 Shares 337 Est. Cost $19.86 Unrealized +34.5%
CRL CHARLES RIVER LABORATORIES 0.0%
Value ($000) $9 Shares 60 Est. Cost $167.66 Unrealized 0.0%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $9 Shares 13 Est. Cost $294.30 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $8 Shares 9 Est. Cost $48.25 Unrealized +97.1%
SDGR SCHRODINGER INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $22.50 Unrealized 0.0%
CRSP CRISPR THERAAPEUTICS AG 0.0%
Value ($000) $7 Shares 200 Est. Cost $55.02 Unrealized -23.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $7 Shares 358 Est. Cost $8.83 Unrealized +130.0%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $77.71 Unrealized 0.0%
LIN NEW LINDE PLC NPV 0.0%
Value ($000) $7 Shares 14 Est. Cost $447.95 Unrealized -0.8%
ABT ABBOTT LABS 0.0%
Value ($000) $6 Shares 48 Est. Cost $92.69 Unrealized +35.4%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $60.85 Unrealized -79.3%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $6 Shares 47 Est. Cost $132.21 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $126.78 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $6 Shares 23 Est. Cost $257.97 Unrealized +29.2%
RUN SUNRUN INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.19 Unrealized +14.6%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
SOLV SOLVENTIUM CORP 0.0%
Value ($000) $5 Shares 65 Est. Cost $60.70 Unrealized +22.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $358.93 Unrealized +30.9%
AMTM AMENTUM HLDGS INC NPV 0.0%
Value ($000) $4 Shares 211 Est. Cost $25.75 Unrealized -20.9%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $100.46 Unrealized +199.0%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $4 Shares 37 Est. Cost $108.55 Unrealized +2.4%
LYFT LYFT INC CL A 0.0%
Value ($000) $3 Shares 264 Est. Cost $13.02 Unrealized 0.0%
NORDSTROM INC 0.0%
Value ($000) $3 Shares 120 Est. Cost $24.45 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $3 Shares 28 Est. Cost $62.79 Unrealized +60.4%
TGT TARGET CORP 0.0%
Value ($000) $3 Shares 27 Est. Cost $192.09 Unrealized -37.4%
TJX TJX COMPANIES INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $92.90 Unrealized +29.3%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $3 Shares 4 Est. Cost $530.81 Unrealized +34.7%
COMP COMPASS INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $15.59 Unrealized -49.2%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
GNTX GENTEX CORPORATION 0.0%
Value ($000) $2 Shares 105 Est. Cost $25.57 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 38 Est. Cost $45.22 Unrealized +22.7%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $102.42 Unrealized -1.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $36.05 Unrealized +177.6%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $2 Shares 6 Est. Cost $245.29 Unrealized 0.0%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $2 Shares 21 Est. Cost $29.79 Unrealized +7.1%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.09 Unrealized
MS MORGAN STANLEY COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $125.91 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $73.28 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $564.85 Unrealized +20.8%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 21 Est. Cost $59.52 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.44 Unrealized +137.0%
AON AON PLC NPV 0.0%
Value ($000) $1 Shares 3 Est. Cost $381.59 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $292.46 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC USD 1.0 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.76 Unrealized +83.4%
RELX RELX PLC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.40 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $553.02 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $708.54 Unrealized +44.8%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $169.69 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL, INC. 0.0%
Value ($000) $1 Shares 2 Est. Cost $518.64 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $1 Shares 5 Est. Cost $209.53 Unrealized 0.0%
TOTAL SA SPON ADR 0.0%
Value ($000) $1 Shares 13 Est. Cost $64.62 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.22 Unrealized 0.0%
ROAD CONSTRUCTION PARTNERS INC CLA 0.0%
Value ($000) $1 Shares 11 Est. Cost $78.80 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 73 Est. Cost $10.46 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $126.73 Unrealized 0.0%
WAB WABTEC CORPORATION 0.0%
Value ($000) $1 Shares 4 Est. Cost $190.90 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.57 Unrealized 0.0%
AWI ARMSTRONG WORLD INDS INC NEWCOM 0.0%
Value ($000) $1 Shares 5 Est. Cost $146.25 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $76.16 Unrealized 0.0%
HCA HCA HEALTHCARE INCORPORATED 0.0%
Value ($000) $1 Shares 2 Est. Cost $268.37 Unrealized +19.0%
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $1 Shares 2 Est. Cost $313.31 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $151.84 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 2 Est. Cost $322.30 Unrealized 0.0%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $1 Shares 1 Est. Cost $615.89 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 11 Est. Cost $60.00 Unrealized
CI CIGNA CORP USD 0.01 0.0%
Value ($000) $1 Shares 2 Est. Cost $295.68 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.89 Unrealized 0.0%
ING ING GROUP NV 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.58 Unrealized
RBC RBC BEARINGS INC. COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $337.27 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $84.13 Unrealized 0.0%
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.24 Unrealized 0.0%
CMI CUMMINS, INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $346.08 Unrealized 0.0%
CCEP COCA COLA EUROPACIFIC PARTNERS PLC 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.48 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $218.15 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $54.38 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.69 Unrealized 0.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 21 Est. Cost Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.92 Unrealized 0.0%
PRI PRIMERICA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $284.92 Unrealized 0.0%
JBL JABIL CIRCUIT, INC. 0.0%
Value ($000) $1 Shares 4 Est. Cost $153.55 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $1 Shares 7 Est. Cost $80.25 Unrealized 0.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $90.41 Unrealized 0.0%
HLMN HILLMAN SOLUTIONS CORP 0.0%
Value ($000) $1 Shares 59 Est. Cost $9.71 Unrealized 0.0%
EVTC EVERTEC INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $34.42 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $492.90 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.77 Unrealized 0.0%
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $35.96 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $55.44 Unrealized
JBTM JOHN BEAN TECHNOLOGIES, INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $126.23 Unrealized 0.0%
WDFC WD-40 COMPANY 0.0%
Value ($000) $0 Shares 2 Est. Cost $231.88 Unrealized 0.0%
MAS MASCO CORPORATION 0.0%
Value ($000) $0 Shares 7 Est. Cost $73.59 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $466.00 Unrealized 0.0%
RLI RLI CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $73.10 Unrealized 0.0%
MLM MARTIN MARIETTA MARTERIALS INCORPORATED 0.0%
Value ($000) $0 Shares 1 Est. Cost $505.20 Unrealized 0.0%
ALC ALCON INC CHF 0.04 0.0%
Value ($000) $0 Shares 5 Est. Cost $89.40 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $21.38 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $104.22 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $77.78 Unrealized 0.0%
LSTR LANDSTAR SYSTEM INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $150.00 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $49.54 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost $73.50 Unrealized
GTY GETTY RLTY CORP NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $31.14 Unrealized
ELV ANTHEN INCORPORATED 0.0%
Value ($000) $0 Shares 1 Est. Cost $394.28 Unrealized 0.0%
BWA BORG WARNER INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.92 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $485.80 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.53 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $191.27 Unrealized 0.0%
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $68.42 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $173.66 Unrealized +13.9%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.02 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $212.91 Unrealized 0.0%
CHH CHOICE HOTELS INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $141.11 Unrealized 0.0%
HDB HDFC BANK LTD ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $66.33 Unrealized
CLH CLEAN HBRS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $218.84 Unrealized 0.0%
D DOMINION RESOURCES INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.73 Unrealized 0.0%
FUL H.B. FULLER CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $57.98 Unrealized 0.0%
SYY SYSCO CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.30 Unrealized 0.0%
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $41.19 Unrealized 0.0%
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.25 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $132.62 Unrealized 0.0%
TM TOYOTA MOTOR CORP SPD ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $176.50 Unrealized
ASX ASE TECHNOLOGY HOLDING CO LTD SPON ADS 0.0%
Value ($000) $0 Shares 40 Est. Cost $8.75 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.45 Unrealized 0.0%
UNF UNIFIRST CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $207.28 Unrealized 0.0%
IBN ICICI BANK LTD-SPON ADR 0.0%
Value ($000) $0 Shares 11 Est. Cost $31.45 Unrealized
ETR ENTERGY CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.44 Unrealized 0.0%
SKECHERS USA INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.67 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.70 Unrealized
ZTS ZOETIS INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.52 Unrealized 0.0%
GM GENERAL MOTORS COMPANY 0.0%
Value ($000) $0 Shares 7 Est. Cost $48.81 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROUP SPON ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost $109.33 Unrealized
CDW CDW CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $179.25 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA 0.0%
Value ($000) $0 Shares 22 Est. Cost $14.32 Unrealized
BN BROOKFIELD CORP VTG SHS CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $37.59 Unrealized 0.0%
FHN FIRST HORIZON NATIONAL BANK 0.0%
Value ($000) $0 Shares 16 Est. Cost $20.03 Unrealized 0.0%
AER AERCAP HOLDINGS N V SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $98.29 Unrealized 0.0%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.93 Unrealized 0.0%
G GENPACT LTD SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.07 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $165.11 Unrealized 0.0%
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $323.20 Unrealized 0.0%
BTI BRITISH AMERICAN TABACCO PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost $41.29 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $249.56 Unrealized 0.0%
AZTA AZENTA INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $46.02 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $123.63 Unrealized 0.0%
SMG THE SCOTTS MIRACLE-GRO COMPANY 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.49 Unrealized 0.0%
INGR INGREDION INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $132.08 Unrealized 0.0%
ITUB ITAU UNIBANCO H-SPON PRF ADR 0.0%
Value ($000) $0 Shares 49 Est. Cost $5.49 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $138.27 Unrealized 0.0%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $279.63 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $266.75 Unrealized 0.0%
VALE VALE SA-SP ADR 0.0%
Value ($000) $0 Shares 26 Est. Cost $9.96 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.88 Unrealized 0.0%
RYAAY RYANAIR HOLDINGS PLC ADS 0.0%
Value ($000) $0 Shares 6 Est. Cost $42.33 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $250.69 Unrealized 0.0%
BHP BHP BILLITON LTD ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $48.40 Unrealized
CNC CENTENE CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.43 Unrealized 0.0%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $168.38 Unrealized 0.0%
CHAMPIONX CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.75 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $240.27 Unrealized 0.0%
CTRA CABOT OIL & GAS CORPORATION 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.99 Unrealized 0.0%
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.00 Unrealized
RRX REGAL BELOIT CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $138.92 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $105.94 Unrealized 0.0%
HLN HALEON PLC NPV ADR 0.0%
Value ($000) $0 Shares 21 Est. Cost $10.29 Unrealized
CVNA CARVANA CO CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $221.24 Unrealized 0.0%
AIN ALBANY INTL CORP NEW CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.43 Unrealized 0.0%
ON ON SEMICONDUCTOR CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.33 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $207.27 Unrealized 0.0%
GPN GLOBAL PAYMENTS INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.45 Unrealized 0.0%
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.37 Unrealized 0.0%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $14.32 Unrealized 0.0%
BMI BADGER METER INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $207.21 Unrealized 0.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.26 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $58.38 Unrealized 0.0%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $172.39 Unrealized 0.0%
LKFN LAKELAND FINANCIAL CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.27 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.10 Unrealized 0.0%
CRH CRH ORD EUR 0.32 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.65 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $190.32 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $193.87 Unrealized 0.0%
VVV VALVOLINE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.50 Unrealized 0.0%
LKQ LKQ CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.39 Unrealized 0.0%
FMC FMC CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.23 Unrealized 0.0%
MAA MID-AMERICA APARTMENT COMMUNITIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $153.24 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.47 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $15.11 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $170.60 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $157.12 Unrealized 0.0%
EQNR EQUINOR ASA 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.33 Unrealized
WCC WESCO INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $177.37 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS AND FRAGRANC 0.0%
Value ($000) $0 Shares 2 Est. Cost $80.64 Unrealized 0.0%
PTC PTC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $171.97 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $43.38 Unrealized 0.0%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.64 Unrealized 0.0%
COLM COLUMBIA SPORTSWEAR COMPANY 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.86 Unrealized 0.0%
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $162.98 Unrealized 0.0%
QRVO QORVO INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.14 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $32.83 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.52 Unrealized 0.0%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.50 Unrealized
ARMK ARAMARK COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.37 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.12 Unrealized 0.0%
RTO RENTOKIL INITIAL SPON ADS 0.0%
Value ($000) $0 Shares 6 Est. Cost $22.83 Unrealized
TREEHOUSE FOODS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.00 Unrealized
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.53 Unrealized 0.0%
SE SEA LIMITED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.00 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $34.97 Unrealized 0.0%
ATHM AUTOHOME INC SPONSORED ADR REPST CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.50 Unrealized
HXL HEXCEL CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $62.49 Unrealized 0.0%
PINNACLE FINANCIAL PARTNERS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.00 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.42 Unrealized 0.0%
TLK PERUSAHAAN PERSEROAN PT TELEKOMUNIKASI 0.0%
Value ($000) $0 Shares 7 Est. Cost $14.71 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.19 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $108.97 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.02 Unrealized 0.0%
LCII LCI INDUSTRIES 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.27 Unrealized 0.0%
CIM CHIMERA INVT CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $12.67 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.51 Unrealized 0.0%
HST HOST HOTELS & RESORTS INCORPORATED 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.31 Unrealized 0.0%
NVST ENVISTA HLDGS CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.45 Unrealized 0.0%
BCE BCE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.06 Unrealized 0.0%
LESLIES INC 0.0%
Value ($000) $0 Shares 62 Est. Cost $0.73 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.90 Unrealized 0.0%