NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 10, 2021

Total Value ($000): $763,195 (100.0% shares, 0.0% debt)

Holdings (338)

SPY SPDR S&P 500 ETF 4.4%
Value ($000) $33,779 Shares 85,230 Est. Cost $136.19 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 4.3%
Value ($000) $32,780 Shares 385,061 Est. Cost $70.42 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 4.3%
Value ($000) $32,603 Shares 157,741 Est. Cost $139.76 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 4.0%
Value ($000) $30,479 Shares 524,141 Est. Cost $52.22 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 3.5%
Value ($000) $26,792 Shares 489,983 Est. Cost $67.76 Unrealized
FTXR FIRST TRUST NASDAQ TRANSPORTATION ETF 3.0%
Value ($000) $22,923 Shares 696,315 Est. Cost $23.34 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 3.0%
Value ($000) $22,700 Shares 390,027 Est. Cost $41.08 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 2.9%
Value ($000) $21,846 Shares 385,628 Est. Cost $56.65 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 2.8%
Value ($000) $21,702 Shares 190,988 Est. Cost $78.32 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 2.8%
Value ($000) $21,360 Shares 148,126 Est. Cost $98.38 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 2.7%
Value ($000) $20,702 Shares 244,356 Est. Cost $83.73 Unrealized
MBB ISHARES MBS BOND ETF 2.6%
Value ($000) $20,161 Shares 185,949 Est. Cost $97.73 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.5%
Value ($000) $18,737 Shares 316,341 Est. Cost $68.89 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 2.2%
Value ($000) $16,918 Shares 176,174 Est. Cost $67.21 Unrealized
AGG ISHARES AGGREGATE BOND ETF 1.9%
Value ($000) $14,754 Shares 129,615 Est. Cost $104.17 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.8%
Value ($000) $13,530 Shares 222,978 Est. Cost $49.99 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.7%
Value ($000) $12,909 Shares 262,856 Est. Cost $38.08 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.6%
Value ($000) $12,002 Shares 46,113 Est. Cost $143.88 Unrealized
WIP SPDR INTERNATIONAL GOVERNMENT TIPS ETF 1.5%
Value ($000) $11,748 Shares 211,564 Est. Cost $55.53 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 1.5%
Value ($000) $11,385 Shares 215,504 Est. Cost $54.61 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 1.4%
Value ($000) $10,382 Shares 117,006 Est. Cost $86.63 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 1.3%
Value ($000) $9,747 Shares 213,090 Est. Cost $45.74 Unrealized
JNK SPDR HIGH YIELD BOND ETF 1.2%
Value ($000) $8,875 Shares 81,572 Est. Cost $108.95 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 1.2%
Value ($000) $8,858 Shares 203,965 Est. Cost $41.85 Unrealized
IBND SPDR BLOOMBERG BARCLAYS INTERNATIONAL CORPORATE BOND ETF 1.1%
Value ($000) $8,660 Shares 241,710 Est. Cost $35.59 Unrealized
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.9%
Value ($000) $6,982 Shares 70,402 Est. Cost $88.24 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.8%
Value ($000) $6,308 Shares 124,292 Est. Cost $50.79 Unrealized
HYD MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.8%
Value ($000) $6,119 Shares 98,462 Est. Cost $61.09 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.7%
Value ($000) $5,655 Shares 33,644 Est. Cost $106.26 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.7%
Value ($000) $5,621 Shares 48,146 Est. Cost $105.22 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.7%
Value ($000) $5,530 Shares 41,638 Est. Cost $84.03 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $5,405 Shares 103,842 Est. Cost $39.58 Unrealized
MUB ISHARES AMT-FREE MUNI BOND ETF 0.7%
Value ($000) $5,160 Shares 44,460 Est. Cost $105.59 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.6%
Value ($000) $4,809 Shares 21,485 Est. Cost $147.87 Unrealized
PIE POWERSHARES DWA EMERGING MARKETS 0.6%
Value ($000) $4,738 Shares 197,337 Est. Cost $20.81 Unrealized
NUE NUCOR CORP COM 0.6%
Value ($000) $4,653 Shares 57,967 Est. Cost $39.86 Unrealized +40.7%
PIZ POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT 0.6%
Value ($000) $4,438 Shares 130,684 Est. Cost $30.27 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.6%
Value ($000) $4,371 Shares 40,270 Est. Cost $70.23 Unrealized
BYD BOYD GAMING CORP COM 0.5%
Value ($000) $4,155 Shares 70,475 Est. Cost $38.05 Unrealized +37.1%
EXPD EXPEDITORS INTL WASH INC 0.5%
Value ($000) $4,089 Shares 37,972 Est. Cost $86.61 Unrealized +5.0%
ETN EATON CORP PLC SHS 0.5%
Value ($000) $4,041 Shares 29,222 Est. Cost $72.48 Unrealized +64.1%
HPQ HP INC COM 0.5%
Value ($000) $3,981 Shares 125,388 Est. Cost $12.01 Unrealized +94.2%
FHN FIRST HORIZON CORPORATION COM 0.5%
Value ($000) $3,920 Shares 231,845 Est. Cost $10.35 Unrealized +28.7%
AMZN AMAZON.COM INC 0.5%
Value ($000) $3,908 Shares 1,263 Est. Cost $130.02 Unrealized +21.9%
GRMN GARMIN LTD SHS 0.5%
Value ($000) $3,902 Shares 29,592 Est. Cost $80.63 Unrealized +38.6%
CLF CLEVELAND-CLIFFS INC NEW COM 0.5%
Value ($000) $3,846 Shares 191,265 Est. Cost $16.28 Unrealized 0.0%
CMI CUMMINS INC COM 0.5%
Value ($000) $3,833 Shares 14,795 Est. Cost $126.54 Unrealized +75.4%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $3,795 Shares 50,024 Est. Cost $54.07 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.5%
Value ($000) $3,759 Shares 61,561 Est. Cost $41.89 Unrealized +18.2%
PAYX PAYCHEX INC 0.5%
Value ($000) $3,692 Shares 37,662 Est. Cost $67.55 Unrealized +19.0%
CWH CAMPING WORLD HLDGS INC CL A 0.5%
Value ($000) $3,625 Shares 99,655 Est. Cost $27.76 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $3,598 Shares 23,635 Est. Cost $85.56 Unrealized +48.7%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $3,560 Shares 39,074 Est. Cost $58.07 Unrealized +16.8%
KHC KRAFT HEINZ CO COM 0.5%
Value ($000) $3,551 Shares 88,784 Est. Cost $28.70 Unrealized -0.2%
AAPL APPLE INC 0.5%
Value ($000) $3,538 Shares 28,965 Est. Cost $101.08 Unrealized +23.7%
TD TORONTO DOMINION BANK 0.5%
Value ($000) $3,441 Shares 52,769 Est. Cost $49.19 Unrealized +24.1%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,296 Shares 56,679 Est. Cost $33.66 Unrealized +25.5%
NFLX NETFLIX INC COM 0.4%
Value ($000) $3,247 Shares 6,225 Est. Cost $43.11 Unrealized +23.0%
NDAQ NASDAQ STK MKT INC 0.4%
Value ($000) $3,237 Shares 21,952 Est. Cost $34.41 Unrealized +29.0%
LYB LYONDELLBASELL 0.4%
Value ($000) $3,232 Shares 31,065 Est. Cost $58.74 Unrealized +20.5%
WU WESTERN UNION COMPANY 0.4%
Value ($000) $3,205 Shares 129,960 Est. Cost $18.33 Unrealized
PKG PACKAGING CORP OF AMERICA 0.4%
Value ($000) $3,191 Shares 23,729 Est. Cost $88.28 Unrealized +33.2%
CMA COMERICA INC COM 0.4%
Value ($000) $3,172 Shares 44,221 Est. Cost $39.12 Unrealized +33.3%
WSM WILLIAMS SONOMA INC COM 0.4%
Value ($000) $3,169 Shares 17,685 Est. Cost $61.58 Unrealized 0.0%
CDW CDW CORP COM 0.4%
Value ($000) $3,137 Shares 18,925 Est. Cost $140.76 Unrealized +0.0%
JEF JEFFERIES FINL GROUP INC COM 0.4%
Value ($000) $3,055 Shares 101,510 Est. Cost $23.42 Unrealized 0.0%
SEAGATE TECHNOLOGY 0.4%
Value ($000) $3,054 Shares 39,795 Est. Cost $52.71 Unrealized
SO SOUTHERN CO COM 0.4%
Value ($000) $2,998 Shares 48,238 Est. Cost $37.58 Unrealized +32.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.4%
Value ($000) $2,989 Shares 30,960 Est. Cost $66.95 Unrealized +12.7%
PSA PUBLIC STORAGE COM 0.4%
Value ($000) $2,983 Shares 12,090 Est. Cost $155.00 Unrealized +21.4%
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.4%
Value ($000) $2,982 Shares 61,300 Est. Cost $48.65 Unrealized
MMM 3M CO COM 0.4%
Value ($000) $2,973 Shares 15,427 Est. Cost $111.00 Unrealized +12.7%
AMGN AMGEN INC 0.4%
Value ($000) $2,918 Shares 11,726 Est. Cost $155.31 Unrealized +31.8%
DOC HEALTH CARE PPTY INVS INC 0.4%
Value ($000) $2,912 Shares 91,744 Est. Cost $23.46 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.4%
Value ($000) $2,906 Shares 48,468 Est. Cost $36.29 Unrealized +28.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.4%
Value ($000) $2,901 Shares 50,887 Est. Cost $35.06 Unrealized +36.8%
FAF FIRST AMERICAN CORP 0.4%
Value ($000) $2,892 Shares 51,051 Est. Cost $39.22 Unrealized +17.4%
VFC V F CORP COM 0.4%
Value ($000) $2,797 Shares 34,991 Est. Cost $76.61 Unrealized +5.9%
INTC INTEL CORP COM 0.4%
Value ($000) $2,758 Shares 43,091 Est. Cost $51.66 Unrealized +4.7%
MLN MARKET VECTORS - AMT FREE MUNI 0.4%
Value ($000) $2,734 Shares 127,891 Est. Cost $21.17 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.4%
Value ($000) $2,701 Shares 47,892 Est. Cost $36.78 Unrealized
ISHARES GOLD TRUST ETF 0.4%
Value ($000) $2,676 Shares 164,545 Est. Cost $12.74 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.3%
Value ($000) $2,637 Shares 69,580 Est. Cost $26.55 Unrealized
GIS GENERAL MLS INC COM 0.3%
Value ($000) $2,568 Shares 41,887 Est. Cost $36.84 Unrealized +32.9%
PFE PFIZER INC COM 0.3%
Value ($000) $2,559 Shares 70,639 Est. Cost $23.48 Unrealized +19.4%
PEP PEPSICO INC COM 0.3%
Value ($000) $2,536 Shares 17,932 Est. Cost $98.35 Unrealized +19.9%
SNY SANOFI SA 0.3%
Value ($000) $2,508 Shares 50,706 Est. Cost $45.15 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $2,456 Shares 30,119 Est. Cost $67.03 Unrealized -3.2%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $2,450 Shares 17,618 Est. Cost $87.03 Unrealized +27.4%
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $2,448 Shares 18,373 Est. Cost $96.55 Unrealized +1.6%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,327 Shares 44,995 Est. Cost $25.36 Unrealized +60.2%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $2,296 Shares 32,067 Est. Cost $48.53 Unrealized +17.8%
T AT&T INC COM 0.3%
Value ($000) $2,268 Shares 74,915 Est. Cost $15.20 Unrealized +6.2%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,216 Shares 13,038 Est. Cost $83.72 Unrealized +57.7%
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.3%
Value ($000) $2,164 Shares 80,885 Est. Cost $26.30 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.3%
Value ($000) $2,125 Shares 41,375 Est. Cost $50.93 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.3%
Value ($000) $2,037 Shares 33,971 Est. Cost $45.44 Unrealized
EWN ISHARES INC MSCI NETHERLANDS INDEX FD 0.3%
Value ($000) $2,015 Shares 43,665 Est. Cost $31.50 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,895 Shares 29,322 Est. Cost $52.45 Unrealized +1.7%
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX 0.2%
Value ($000) $1,880 Shares 18,823 Est. Cost $110.56 Unrealized
EWY ISHARES MSCI SOUTH KOREA INDEX FD ETF 0.2%
Value ($000) $1,829 Shares 20,390 Est. Cost $86.05 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,775 Shares 16,936 Est. Cost $88.04 Unrealized -9.6%
TGT TARGET CORP COM 0.2%
Value ($000) $1,608 Shares 8,120 Est. Cost $51.40 Unrealized +217.5%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.2%
Value ($000) $1,519 Shares 41,827 Est. Cost $32.15 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.2%
Value ($000) $1,477 Shares 11,503 Est. Cost $106.63 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.2%
Value ($000) $1,446 Shares 15,610 Est. Cost $92.63 Unrealized
FXA INVESCO CURRENCYSHARES AUSTRALIAN DOLLAR TRUST 0.2%
Value ($000) $1,327 Shares 17,553 Est. Cost $75.60 Unrealized
PPLT ETFS PLATINUM TR SH BEN INT 0.2%
Value ($000) $1,311 Shares 11,774 Est. Cost $111.35 Unrealized
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.2%
Value ($000) $1,295 Shares 13,471 Est. Cost $98.55 Unrealized
SLV ISHARES SILVER TRUST ETF 0.2%
Value ($000) $1,284 Shares 56,543 Est. Cost $14.91 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $1,202 Shares 21,990 Est. Cost $47.59 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.2%
Value ($000) $1,190 Shares 21,090 Est. Cost $54.85 Unrealized
EPS WISDOMTREE U.S. LARGECAP FUND 0.2%
Value ($000) $1,190 Shares 27,445 Est. Cost $38.50 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $1,130 Shares 18,849 Est. Cost $59.35 Unrealized
RVNU DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD 0.1%
Value ($000) $974 Shares 33,739 Est. Cost $26.32 Unrealized
DWM WISDOMTREE DIVIDEND EFA INDEX ETF 0.1%
Value ($000) $846 Shares 16,080 Est. Cost $48.96 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $786 Shares 4,482 Est. Cost $109.28 Unrealized +26.8%
IHY VANECK VECTORS INTERNATIONAL HIGH YIELD BOND ETF 0.1%
Value ($000) $743 Shares 29,114 Est. Cost $23.73 Unrealized
SCCO SOUTHERN PERU COPPER CORP 0.1%
Value ($000) $689 Shares 10,150 Est. Cost $45.75 Unrealized +21.0%
VLY VALLEY NATL BANCORP COM 0.1%
Value ($000) $685 Shares 49,840 Est. Cost $12.05 Unrealized 0.0%
M D C HLDGS INC COM 0.1%
Value ($000) $660 Shares 11,118 Est. Cost $50.86 Unrealized
AGO ASSURED GUARANTY LTD COM 0.1%
Value ($000) $625 Shares 14,775 Est. Cost $37.09 Unrealized 0.0%
PII POLARIS INDS INC 0.1%
Value ($000) $621 Shares 4,650 Est. Cost $121.88 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $618 Shares 5,710 Est. Cost $87.19 Unrealized +2.0%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $614 Shares 8,350 Est. Cost $55.57 Unrealized 0.0%
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.1%
Value ($000) $612 Shares 11,740 Est. Cost $29.61 Unrealized +11.9%
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $605 Shares 1,305 Est. Cost $36.13 Unrealized +15.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $591 Shares 9,368 Est. Cost $48.35 Unrealized +5.5%
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $543 Shares 9,495 Est. Cost $52.16 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $530 Shares 6,837 Est. Cost $79.38 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.1%
Value ($000) $506 Shares 33,755 Est. Cost $14.79 Unrealized
EZM WISDOMTREE U.S. MIDCAP FUND 0.1%
Value ($000) $446 Shares 8,755 Est. Cost $40.19 Unrealized
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $399 Shares 18,289 Est. Cost $13.83 Unrealized -1.8%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $302 Shares 2,650 Est. Cost $96.88 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND 0.0%
Value ($000) $287 Shares 7,094 Est. Cost $33.23 Unrealized
DEM WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF 0.0%
Value ($000) $285 Shares 6,430 Est. Cost $39.67 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $251 Shares 1,032 Est. Cost $81.43 Unrealized +209.4%
SHAG WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND 0.0%
Value ($000) $249 Shares 4,880 Est. Cost $51.40 Unrealized
MSFT MICROSOFT 0.0%
Value ($000) $246 Shares 1,042 Est. Cost $129.18 Unrealized +72.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $215 Shares 992 Est. Cost $111.72 Unrealized +58.1%
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $202 Shares 3,955 Est. Cost $53.19 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $192 Shares 949 Est. Cost $180.55 Unrealized -6.0%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $185 Shares 2,535 Est. Cost $17.53 Unrealized 0.0%
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $178 Shares 4,645 Est. Cost $37.45 Unrealized
QHY WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $167 Shares 3,215 Est. Cost $50.94 Unrealized
FS KKR CAP CORP II COM 0.0%
Value ($000) $161 Shares 8,219 Est. Cost $15.57 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $156 Shares 3,290 Est. Cost $35.75 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $149 Shares 1,240 Est. Cost $61.16 Unrealized +77.6%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $147 Shares 4,715 Est. Cost $25.01 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $139 Shares 619 Est. Cost $147.31 Unrealized +29.8%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $134 Shares 1,035 Est. Cost $80.24 Unrealized +34.8%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $129 Shares 1,552 Est. Cost $60.50 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $127 Shares 330 Est. Cost $205.77 Unrealized +98.2%
BLACKROCK INC 0.0%
Value ($000) $125 Shares 166 Est. Cost $500.68 Unrealized
QIG WISDOMTREE FUNDAMENTAL U.S. CORPORATE BOND FUND 0.0%
Value ($000) $121 Shares 2,300 Est. Cost $54.74 Unrealized
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $121 Shares 1,331 Est. Cost $50.19 Unrealized +64.3%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $118 Shares 2,440 Est. Cost $45.89 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $115 Shares 2,648 Est. Cost $23.82 Unrealized +41.0%
META FACEBOOK INC CL A 0.0%
Value ($000) $115 Shares 389 Est. Cost $205.75 Unrealized +30.0%
MET METLIFE INC COM 0.0%
Value ($000) $106 Shares 1,750 Est. Cost $38.47 Unrealized +23.7%
MRK MERCK & CO INC 0.0%
Value ($000) $106 Shares 1,381 Est. Cost $56.78 Unrealized +11.1%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $103 Shares 50 Est. Cost $66.97 Unrealized +47.0%
LINDE PLC SHS 0.0%
Value ($000) $98 Shares 351 Est. Cost $176.64 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $96 Shares 582 Est. Cost $116.17 Unrealized +21.2%
SPLB SPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETF 0.0%
Value ($000) $94 Shares 3,105 Est. Cost $31.68 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $88 Shares 832 Est. Cost $60.28 Unrealized +58.9%
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.0%
Value ($000) $85 Shares 390 Est. Cost $154.68 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $85 Shares 335 Est. Cost $246.86 Unrealized -10.0%
EMCB WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND 0.0%
Value ($000) $78 Shares 1,045 Est. Cost $75.05 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $63 Shares 334 Est. Cost $118.04 Unrealized +32.7%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $23.10 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $61 Shares 1,091 Est. Cost $60.79 Unrealized -13.3%
V VISA INC 0.0%
Value ($000) $60 Shares 284 Est. Cost $187.57 Unrealized +8.3%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $55 Shares 600 Est. Cost $60.28 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $54 Shares 296 Est. Cost $146.99 Unrealized +57.8%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $51 Shares 265 Est. Cost $160.14 Unrealized +3.1%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $48 Shares 128 Est. Cost $262.17 Unrealized +21.9%
GOOGL GOOGLE INC 0.0%
Value ($000) $45 Shares 22 Est. Cost $61.54 Unrealized +59.2%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $44 Shares 808 Est. Cost $36.82 Unrealized +25.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $42 Shares 1,079 Est. Cost $42.03 Unrealized -24.8%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $40 Shares 471 Est. Cost $59.21 Unrealized +14.0%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $39 Shares 500 Est. Cost $76.23 Unrealized +0.8%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $37 Shares 820 Est. Cost $38.40 Unrealized +30.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $37 Shares 666 Est. Cost $37.93 Unrealized +6.3%
TSLA TESLA INC COM 0.0%
Value ($000) $36 Shares 54 Est. Cost $99.67 Unrealized +151.9%
EBAY EBAY INC 0.0%
Value ($000) $36 Shares 581 Est. Cost $31.93 Unrealized +66.6%
CHURCHILL CAPITAL CORP IV CL A 0.0%
Value ($000) $34 Shares 1,460 Est. Cost $23.29 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $33 Shares 245 Est. Cost $92.61 Unrealized +24.9%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $32 Shares 322 Est. Cost $29.13 Unrealized +35.6%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $30 Shares 598 Est. Cost $43.31 Unrealized +13.1%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $28 Shares 543 Est. Cost $38.96 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $27 Shares 295 Est. Cost $49.35 Unrealized +57.7%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $25 Shares 330 Est. Cost $58.61 Unrealized +1.5%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $23 Shares 120 Est. Cost $147.63 Unrealized +25.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $55.39 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $22 Shares 110 Est. Cost $167.11 Unrealized +38.8%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $21 Shares 355 Est. Cost $40.89 Unrealized +6.6%
SOCIAL CAPITAL HEDOSOPHA HLDNG SHS CL A 0.0%
Value ($000) $21 Shares 1,200 Est. Cost $16.46 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $20 Shares 432 Est. Cost $25.06 Unrealized +67.3%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $19 Shares 60 Est. Cost $254.56 Unrealized +44.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $19 Shares 82 Est. Cost $220.52 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $49.60 Unrealized -5.2%
DHI D R HORTON INC COM 0.0%
Value ($000) $18 Shares 203 Est. Cost $48.93 Unrealized +52.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $18 Shares 100 Est. Cost $130.64 Unrealized +61.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $68.44 Unrealized +123.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $18 Shares 40 Est. Cost $295.48 Unrealized +59.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $17 Shares 92 Est. Cost $98.18 Unrealized +59.9%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $17 Shares 50 Est. Cost $221.60 Unrealized
DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $17 Shares 125 Est. Cost $88.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $17 Shares 295 Est. Cost $39.17 Unrealized +27.1%
DOW DOW INC COM 0.0%
Value ($000) $17 Shares 269 Est. Cost $36.37 Unrealized +26.0%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $15 Shares 50 Est. Cost $193.82 Unrealized +89.7%
MS MORGAN STANLEY 0.0%
Value ($000) $15 Shares 198 Est. Cost $42.82 Unrealized +53.2%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $14 Shares 117 Est. Cost $72.09 Unrealized +29.1%
ENZL ISHARES MSCI NEW ZEALAND CAPPED ETF 0.0%
Value ($000) $14 Shares 220 Est. Cost $59.60 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $13 Shares 825 Est. Cost $9.52 Unrealized +26.4%
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $13 Shares 50 Est. Cost $179.25 Unrealized +27.7%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 600 Est. Cost $22.89 Unrealized +19.2%
EWL ISHARES INC MSCI SWITZERLAND INDEX FD 0.0%
Value ($000) $13 Shares 285 Est. Cost $35.37 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $13 Shares 72 Est. Cost $123.37 Unrealized +46.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $12 Shares 61 Est. Cost $165.28 Unrealized +11.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $12 Shares 134 Est. Cost $64.87 Unrealized +3.0%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $11 Shares 208 Est. Cost $54.58 Unrealized
AYI ACUITY BRANDS INC COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $105.69 Unrealized +19.0%
SYK STRYKER CORP 0.0%
Value ($000) $11 Shares 45 Est. Cost $200.19 Unrealized +13.8%
LABORATORY CORP OF AMERICA 0.0%
Value ($000) $11 Shares 45 Est. Cost $133.33 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $10 Shares 40 Est. Cost $217.55 Unrealized +3.7%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $61.30 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $164.33 Unrealized -0.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $10 Shares 78 Est. Cost $124.71 Unrealized +4.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $10 Shares 101 Est. Cost $80.60 Unrealized +0.5%
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $10 Shares 1,494 Est. Cost $4.69 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $10 Shares 28 Est. Cost $286.17 Unrealized +5.1%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $10 Shares 72 Est. Cost $103.61 Unrealized +11.2%
WMT WALMART INC COM 0.0%
Value ($000) $10 Shares 77 Est. Cost $38.82 Unrealized +11.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $10 Shares 54 Est. Cost $134.60 Unrealized +12.5%
NKE NIKE INC CLASS B 0.0%
Value ($000) $10 Shares 78 Est. Cost $123.21 Unrealized +5.2%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $10 Shares 90 Est. Cost $55.56 Unrealized
DORM DORMAN PRODS INC COM 0.0%
Value ($000) $9 Shares 90 Est. Cost $79.15 Unrealized +26.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $9 Shares 47 Est. Cost $101.87 Unrealized +82.6%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $9 Shares 47 Est. Cost $134.81 Unrealized +24.2%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $9 Shares 500 Est. Cost $10.00 Unrealized
SOCIAL CAPITAL HEDOSOPHA HLDNG SHS CL A 0.0%
Value ($000) $9 Shares 800 Est. Cost $11.25 Unrealized
NVR NVR INC COM 0.0%
Value ($000) $9 Shares 2 Est. Cost $3586.02 Unrealized +25.1%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $9 Shares 425 Est. Cost $16.58 Unrealized +4.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $9 Shares 26 Est. Cost $204.61 Unrealized +34.0%
TILRAY INC COM CL 2 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $9 Shares 131 Est. Cost $54.78 Unrealized +13.7%
ATEN A10 NETWORKS INC COM 0.0%
Value ($000) $9 Shares 890 Est. Cost $7.35 Unrealized +24.6%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $9 Shares 109 Est. Cost $81.39 Unrealized
UP ASPIRATIONAL CONSUMER LIFESTYL COM 0.0%
Value ($000) $9 Shares 900 Est. Cost $10.00 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $9 Shares 47 Est. Cost $121.20 Unrealized +31.6%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $8 Shares 109 Est. Cost $54.18 Unrealized +11.9%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $8 Shares 104 Est. Cost $65.64 Unrealized +4.8%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $8 Shares 90 Est. Cost $37.69 Unrealized +119.6%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $60.88 Unrealized +58.4%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $8 Shares 50 Est. Cost $155.43 Unrealized -2.4%
AGX ARGAN INC COM 0.0%
Value ($000) $8 Shares 141 Est. Cost $38.11 Unrealized +14.7%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $8 Shares 575 Est. Cost $9.28 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.0%
Value ($000) $8 Shares 118 Est. Cost $59.32 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $8 Shares 6 Est. Cost $1158.08 Unrealized +6.9%
MHK MOHAWK INDS INC 0.0%
Value ($000) $7 Shares 34 Est. Cost $89.92 Unrealized +85.3%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $7 Shares 20 Est. Cost $220.47 Unrealized +29.7%
NVDA NVIDIA CORP 0.0%
Value ($000) $7 Shares 13 Est. Cost $11.60 Unrealized +15.6%
KR KROGER CO COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $23.61 Unrealized +30.5%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $7 Shares 159 Est. Cost $37.24 Unrealized +10.3%
WBS WEBSTER FINL CORP CONN 0.0%
Value ($000) $6 Shares 100 Est. Cost $27.09 Unrealized +96.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $109.23 Unrealized +21.9%
XILINX INC 0.0%
Value ($000) $6 Shares 47 Est. Cost $148.94 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $6 Shares 26 Est. Cost $95.19 Unrealized +111.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $87.79 Unrealized +28.4%
ADBE ADOBE SYS INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $483.11 Unrealized -3.2%
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $66.67 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $82.95 Unrealized +1.9%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $62.35 Unrealized -6.8%
SOARING EAGLE ACQUISITION CORP UNIT EX 022326 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.00 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $113.36 Unrealized +66.8%
NRG NRG ENERGY INC NEW 0.0%
Value ($000) $5 Shares 140 Est. Cost $34.57 Unrealized 0.0%
AI C3 AI INC CL A 0.0%
Value ($000) $5 Shares 80 Est. Cost $127.47 Unrealized -8.8%
SKILLZ INC COM 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.00 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.73 Unrealized +35.1%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $449.62 Unrealized +22.9%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $38.28 Unrealized +101.3%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $59.14 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.45 Unrealized +31.5%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $44.35 Unrealized +20.3%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 134 Est. Cost $37.42 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $27.13 Unrealized -13.1%
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $52.98 Unrealized +6.0%
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value ($000) $5 Shares 105 Est. Cost $24.95 Unrealized +70.3%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $5 Shares 63 Est. Cost $62.43 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $287.01 Unrealized +27.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $29.77 Unrealized +2.2%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $4 Shares 36 Est. Cost $53.34 Unrealized +71.2%
EOG EOG RESOURCES INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $49.68 Unrealized +1.5%
PAYSAFE LIMITED ORD 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $4 Shares 85 Est. Cost $42.92 Unrealized +0.3%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $536.82 Unrealized -9.8%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 109 Est. Cost $22.16 Unrealized +19.3%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $54.17 Unrealized -20.0%
DMRC DIGIMARC CORP NEW COM 0.0%
Value ($000) $3 Shares 86 Est. Cost $21.92 Unrealized +81.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.70 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.40 Unrealized 0.0%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.94 Unrealized
GBTG APOLLO STRATEGIC GROWTH CAPTL SHS CL A 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.72 Unrealized +34.9%
SYY SYSCO CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $54.29 Unrealized +25.4%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.74 Unrealized
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $51.06 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.08 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $30.44 Unrealized
AOK ISHARES TR S&P CONSERVATIVE ALLOCATION FD 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $1 Shares 65 Est. Cost $15.93 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
FIVN FIVE9 INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $152.08 Unrealized +12.3%
IEI ISHARES 3-7 YR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $133.66 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $60.00 Unrealized
FXY CURRENCYSHARES JAPANESE YEN ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $88.11 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.80 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $205.03 Unrealized 0.0%
INVIVO THERAPEUTICS HLDGS CORP COM 0.0%
Value ($000) $0 Shares 62 Est. Cost Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $0 Shares 4 Est. Cost $6.35 Unrealized +36.7%
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SKILLZ INC WT EXP 121625 0.0%
Value ($000) $0 Shares 62 Est. Cost Unrealized
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.31 Unrealized -5.4%
PRIMO WATER CORPORATION COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $83.65 Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 66 Est. Cost $13.59 Unrealized -55.4%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.66 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.12 Unrealized
SCHC SCHWAB INTL SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
RIG TRANSOCEAN 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.30 Unrealized -34.5%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.87 Unrealized 0.0%
EWZ ISHARES MSCI BRAZIL INDEX FD ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.47 Unrealized