NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 26, 2022

Total Value ($000): $780,682 (100.0% shares, 0.0% debt)

Holdings (411)

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 5.8%
Value ($000) $44,916 Shares 238,130 Est. Cost $166.51 Unrealized
SPY SPDR S&P 500 ETF 3.7%
Value ($000) $28,932 Shares 76,691 Est. Cost $167.57 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 3.5%
Value ($000) $27,656 Shares 547,104 Est. Cost $65.16 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 3.4%
Value ($000) $26,659 Shares 354,232 Est. Cost $83.34 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 3.0%
Value ($000) $23,478 Shares 525,696 Est. Cost $62.78 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 2.8%
Value ($000) $21,988 Shares 474,186 Est. Cost $53.85 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 2.5%
Value ($000) $19,527 Shares 390,847 Est. Cost $53.63 Unrealized
MBB ISHARES MBS BOND ETF 2.2%
Value ($000) $17,084 Shares 175,240 Est. Cost $98.56 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 2.1%
Value ($000) $16,608 Shares 179,723 Est. Cost $100.82 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.1%
Value ($000) $16,605 Shares 325,200 Est. Cost $67.96 Unrealized
USCI UNITED STS COMMODITYINDEX FD COMMODITY INDEX FD 1.8%
Value ($000) $14,184 Shares 258,785 Est. Cost $52.77 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 1.8%
Value ($000) $14,105 Shares 227,498 Est. Cost $52.41 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.8%
Value ($000) $13,706 Shares 60,586 Est. Cost $174.71 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.7%
Value ($000) $13,424 Shares 329,024 Est. Cost $40.39 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 1.7%
Value ($000) $13,407 Shares 196,886 Est. Cost $70.70 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 1.7%
Value ($000) $13,327 Shares 171,633 Est. Cost $86.32 Unrealized
AGG ISHARES AGGREGATE BOND ETF 1.7%
Value ($000) $13,161 Shares 129,438 Est. Cost $104.37 Unrealized
GIS GENERAL MLS INC COM 1.1%
Value ($000) $8,945 Shares 118,549 Est. Cost $52.04 Unrealized +18.8%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 1.1%
Value ($000) $8,815 Shares 292,769 Est. Cost $30.11 Unrealized
SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD 1.1%
Value ($000) $8,806 Shares 296,214 Est. Cost $29.77 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 1.1%
Value ($000) $8,442 Shares 202,734 Est. Cost $45.74 Unrealized
FTXG FIRST TRUST NASDAQ FOOD & BEVERAGE ETF 1.1%
Value ($000) $8,242 Shares 321,340 Est. Cost $25.65 Unrealized
KHC KRAFT HEINZ CO COM 1.1%
Value ($000) $8,211 Shares 215,277 Est. Cost $31.10 Unrealized +7.9%
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 1.0%
Value ($000) $8,166 Shares 169,659 Est. Cost $56.65 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 1.0%
Value ($000) $7,898 Shares 535,113 Est. Cost $15.93 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 1.0%
Value ($000) $7,746 Shares 60,934 Est. Cost $104.46 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 1.0%
Value ($000) $7,740 Shares 136,940 Est. Cost $71.63 Unrealized
XLE ENERGY SELECT SECTOR SPDR 1.0%
Value ($000) $7,650 Shares 106,981 Est. Cost $71.47 Unrealized
DBE POWERSHARES DB ENERGY 1.0%
Value ($000) $7,641 Shares 291,980 Est. Cost $23.06 Unrealized
FTXN FIRST TRUST NASDAQ OIL & GAS ETF 1.0%
Value ($000) $7,603 Shares 324,646 Est. Cost $19.44 Unrealized
DBO INVESCO DB OIL FUND 1.0%
Value ($000) $7,531 Shares 412,857 Est. Cost $16.60 Unrealized
SPIP SPDR BARCLAYS CAP TIPS CAPITAL TIPS ETF 0.9%
Value ($000) $7,193 Shares 261,361 Est. Cost $31.43 Unrealized
JNK SPDR HIGH YIELD BOND ETF 0.9%
Value ($000) $7,141 Shares 78,724 Est. Cost $108.88 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.8%
Value ($000) $6,630 Shares 31,914 Est. Cost $179.64 Unrealized
HYD MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.8%
Value ($000) $6,477 Shares 120,282 Est. Cost $61.28 Unrealized
MUB ISHARES AMT-FREE MUNI BOND ETF 0.8%
Value ($000) $6,117 Shares 57,513 Est. Cost $108.02 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $6,111 Shares 67,027 Est. Cost $70.49 Unrealized +12.4%
PFE PFIZER INC COM 0.8%
Value ($000) $5,946 Shares 113,405 Est. Cost $29.92 Unrealized +40.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $5,675 Shares 136,256 Est. Cost $43.21 Unrealized
UNM UNUM GROUP COM 0.7%
Value ($000) $5,522 Shares 162,329 Est. Cost $28.59 Unrealized +18.4%
KELLOGG CO COM 0.7%
Value ($000) $5,454 Shares 76,455 Est. Cost $52.16 Unrealized +9.9%
TD TORONTO DOMINION BANK 0.7%
Value ($000) $5,436 Shares 82,891 Est. Cost $58.28 Unrealized +24.6%
WPC WP CAREY INC COM 0.7%
Value ($000) $5,388 Shares 65,025 Est. Cost $76.78 Unrealized
CMS CMS ENERGY CORP COM 0.7%
Value ($000) $5,373 Shares 79,593 Est. Cost $55.11 Unrealized +11.9%
PRU PRUDENTIAL FINL INC 0.7%
Value ($000) $5,370 Shares 56,127 Est. Cost $67.59 Unrealized +30.9%
IBM INTL BUSINESS MACHINES 0.7%
Value ($000) $5,332 Shares 37,763 Est. Cost $107.04 Unrealized +9.8%
PKG PACKAGING CORP OF AMERICA 0.7%
Value ($000) $5,250 Shares 38,179 Est. Cost $102.70 Unrealized +34.4%
AAPL APPLE INC 0.7%
Value ($000) $5,188 Shares 37,944 Est. Cost $111.35 Unrealized +33.5%
VLO VALERO ENERGY CORP 0.7%
Value ($000) $5,148 Shares 48,441 Est. Cost $57.97 Unrealized +82.7%
SO SOUTHERN CO COM 0.7%
Value ($000) $5,094 Shares 71,431 Est. Cost $44.25 Unrealized +45.3%
CMA COMERICA INC COM 0.6%
Value ($000) $4,959 Shares 67,580 Est. Cost $49.61 Unrealized +35.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.6%
Value ($000) $4,909 Shares 73,499 Est. Cost $44.52 Unrealized +38.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $4,886 Shares 45,577 Est. Cost $74.10 Unrealized +28.7%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $4,617 Shares 74,695 Est. Cost $54.71 Unrealized -1.1%
WTRG ESSENTIAL UTILS INC COM 0.6%
Value ($000) $4,571 Shares 99,704 Est. Cost $48.27 Unrealized -3.8%
PEP PEPSICO INC COM 0.6%
Value ($000) $4,492 Shares 26,954 Est. Cost $113.60 Unrealized +31.9%
SCHP SCHWAB U.S. TIPS ETF 0.6%
Value ($000) $4,480 Shares 80,280 Est. Cost $62.43 Unrealized
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $4,410 Shares 86,903 Est. Cost $36.29 Unrealized +10.5%
IAU ISHARES GOLD TRUST ETF 0.6%
Value ($000) $4,364 Shares 127,206 Est. Cost $33.77 Unrealized
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $4,225 Shares 37,518 Est. Cost $102.85 Unrealized +9.9%
LYB LYONDELLBASELL 0.5%
Value ($000) $4,192 Shares 47,936 Est. Cost $64.32 Unrealized +23.6%
AMGN AMGEN INC 0.5%
Value ($000) $4,179 Shares 17,176 Est. Cost $170.66 Unrealized +28.1%
NWL NEWELL BRANDS INC COM 0.5%
Value ($000) $4,155 Shares 218,249 Est. Cost $19.16 Unrealized -6.3%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $4,107 Shares 65,719 Est. Cost $59.37 Unrealized
FAF FIRST AMERICAN CORP 0.5%
Value ($000) $4,096 Shares 77,409 Est. Cost $45.67 Unrealized +11.6%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $4,066 Shares 47,483 Est. Cost $77.84 Unrealized +2.2%
PAYX PAYCHEX INC 0.5%
Value ($000) $3,933 Shares 34,540 Est. Cost $77.40 Unrealized +45.8%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $3,895 Shares 21,335 Est. Cost $115.10 Unrealized +33.2%
WALGREENS BOOTS ALLIANCE INC COM 0.5%
Value ($000) $3,860 Shares 101,840 Est. Cost $46.26 Unrealized
CBRL CRACKER BARREL INC 0.5%
Value ($000) $3,853 Shares 46,153 Est. Cost $88.33 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.5%
Value ($000) $3,804 Shares 33,485 Est. Cost $107.17 Unrealized 0.0%
HPQ HP INC COM 0.5%
Value ($000) $3,795 Shares 115,786 Est. Cost $16.49 Unrealized +94.5%
AEP AMERICAN ELEC PWR CO INC COM 0.5%
Value ($000) $3,792 Shares 39,520 Est. Cost $86.37 Unrealized +0.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.5%
Value ($000) $3,785 Shares 72,399 Est. Cost $46.85 Unrealized
SNY SANOFI SA 0.5%
Value ($000) $3,759 Shares 75,138 Est. Cost $46.92 Unrealized
DOC HEALTH CARE PPTY INVS INC 0.5%
Value ($000) $3,693 Shares 142,545 Est. Cost $24.48 Unrealized +0.1%
KMB KIMBERLY-CLARK CORP COM 0.5%
Value ($000) $3,652 Shares 27,022 Est. Cost $96.55 Unrealized +18.9%
CSCO CISCO SYS INC 0.4%
Value ($000) $3,323 Shares 77,935 Est. Cost $34.89 Unrealized +22.7%
WU WESTERN UNION COMPANY 0.4%
Value ($000) $3,318 Shares 201,479 Est. Cost $18.38 Unrealized
STX SEAGATE TECHNOLOGY 0.4%
Value ($000) $3,307 Shares 46,288 Est. Cost $79.24 Unrealized -9.4%
MSFT MICROSOFT 0.4%
Value ($000) $3,263 Shares 12,705 Est. Cost $277.89 Unrealized -5.2%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.4%
Value ($000) $3,211 Shares 31,674 Est. Cost $95.43 Unrealized 0.0%
MMM 3M CO COM 0.4%
Value ($000) $3,166 Shares 24,464 Est. Cost $114.44 Unrealized -8.1%
ACHC ACADIA HEALTHCARE COMPANY INC COM 0.4%
Value ($000) $3,166 Shares 46,807 Est. Cost $69.76 Unrealized 0.0%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.4%
Value ($000) $3,053 Shares 29,166 Est. Cost $107.21 Unrealized 0.0%
EWC ISHARES MSCI CANADA INDEX 0.4%
Value ($000) $2,923 Shares 86,774 Est. Cost $35.72 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.4%
Value ($000) $2,889 Shares 78,455 Est. Cost $29.08 Unrealized
EPS WISDOMTREE U.S. LARGECAP FUND 0.4%
Value ($000) $2,884 Shares 70,685 Est. Cost $44.55 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $2,863 Shares 34,919 Est. Cost $68.72 Unrealized +17.8%
INTC INTEL CORP COM 0.3%
Value ($000) $2,486 Shares 66,447 Est. Cost $49.82 Unrealized -18.5%
T AT&T INC COM 0.3%
Value ($000) $2,472 Shares 117,920 Est. Cost $15.34 Unrealized +6.3%
CMI CUMMINS INC COM 0.3%
Value ($000) $2,452 Shares 12,672 Est. Cost $147.72 Unrealized +23.9%
GRMN GARMIN LTD SHS 0.3%
Value ($000) $2,432 Shares 24,755 Est. Cost $92.34 Unrealized +5.0%
VFC V F CORP COM 0.3%
Value ($000) $2,428 Shares 54,960 Est. Cost $72.23 Unrealized -30.6%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.3%
Value ($000) $2,413 Shares 69,310 Est. Cost $34.26 Unrealized
PIE POWERSHARES DWA EMERGING MARKETS 0.3%
Value ($000) $2,379 Shares 126,424 Est. Cost $20.86 Unrealized
PIZ POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT 0.3%
Value ($000) $2,317 Shares 83,848 Est. Cost $30.27 Unrealized
DWM WISDOMTREE DIVIDEND EFA INDEX ETF 0.3%
Value ($000) $2,099 Shares 46,191 Est. Cost $51.64 Unrealized
MLN MARKET VECTORS - AMT FREE MUNI 0.3%
Value ($000) $2,018 Shares 114,252 Est. Cost $21.23 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.3%
Value ($000) $2,015 Shares 19,528 Est. Cost $114.37 Unrealized
USDU WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND 0.2%
Value ($000) $1,900 Shares 68,080 Est. Cost $26.15 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $1,823 Shares 12,905 Est. Cost $103.19 Unrealized +64.9%
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.2%
Value ($000) $1,787 Shares 76,244 Est. Cost $26.45 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.2%
Value ($000) $1,681 Shares 93,178 Est. Cost $19.88 Unrealized
FXB INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST 0.2%
Value ($000) $1,543 Shares 13,205 Est. Cost $131.50 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $1,483 Shares 29,875 Est. Cost $50.42 Unrealized
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.2%
Value ($000) $1,450 Shares 16,377 Est. Cost $92.53 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.2%
Value ($000) $1,427 Shares 28,197 Est. Cost $53.84 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $1,398 Shares 24,400 Est. Cost $59.15 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $1,304 Shares 26,037 Est. Cost $50.79 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $1,192 Shares 23,876 Est. Cost $49.83 Unrealized
EWW ISHARES INC MSCI MEXICO 0.1%
Value ($000) $1,105 Shares 23,710 Est. Cost $54.96 Unrealized
TUR ISHARES MSCI TURKEY INDEX FUND 0.1%
Value ($000) $1,043 Shares 54,845 Est. Cost $19.02 Unrealized
EZM WISDOMTREE U.S. MIDCAP FUND 0.1%
Value ($000) $1,001 Shares 21,775 Est. Cost $48.76 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.1%
Value ($000) $968 Shares 78,458 Est. Cost $14.92 Unrealized
RVNU DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD 0.1%
Value ($000) $921 Shares 37,094 Est. Cost $26.67 Unrealized
ECH ISHARES MSCI CHILE INDEX 0.1%
Value ($000) $901 Shares 37,440 Est. Cost $24.07 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $883 Shares 17,430 Est. Cost $50.66 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $804 Shares 1,655 Est. Cost $39.09 Unrealized +34.0%
IHY VANECK INTERNATIONAL HIGH YIELD BOND ETF 0.1%
Value ($000) $787 Shares 41,055 Est. Cost $24.04 Unrealized
INDY ISHARES TR S&P INDIANIFTY 50 INDEX FD 0.1%
Value ($000) $787 Shares 19,192 Est. Cost $47.29 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.1%
Value ($000) $750 Shares 13,760 Est. Cost $47.91 Unrealized 0.0%
FLTR VANECK INVESTMENT GRADE FLOATING RATE ETF 0.1%
Value ($000) $722 Shares 29,260 Est. Cost $25.12 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND 0.1%
Value ($000) $692 Shares 17,744 Est. Cost $39.60 Unrealized
DEM WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF 0.1%
Value ($000) $692 Shares 18,690 Est. Cost $42.09 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $661 Shares 10,779 Est. Cost $78.00 Unrealized
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $641 Shares 35,755 Est. Cost $13.34 Unrealized +3.7%
OUNZ VAN ECK MERK GOLD TRUST 0.1%
Value ($000) $588 Shares 33,526 Est. Cost $17.23 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $518 Shares 6,474 Est. Cost $86.04 Unrealized
IVV ISHARES S&P 500 INDEX 0.1%
Value ($000) $504 Shares 1,329 Est. Cost $414.56 Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.1%
Value ($000) $425 Shares 2,475 Est. Cost $171.72 Unrealized
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $416 Shares 18,609 Est. Cost $13.90 Unrealized +25.6%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $396 Shares 8,357 Est. Cost $46.80 Unrealized -12.9%
QSIG WISDOMTREE FUNDAMENTAL U.S. SHORT-TERM CORPORATE BOND FUND 0.0%
Value ($000) $367 Shares 7,730 Est. Cost $50.22 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $341 Shares 12,095 Est. Cost $29.29 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $335 Shares 8,145 Est. Cost $43.56 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $329 Shares 3,458 Est. Cost $101.79 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $312 Shares 2,650 Est. Cost $96.88 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $280 Shares 5,570 Est. Cost $50.27 Unrealized
QHY WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $257 Shares 5,850 Est. Cost $50.95 Unrealized
FTSD FRANKLIN LIBERTY SHORT DURATION U.S. GOVERNMENT ETF 0.0%
Value ($000) $238 Shares 2,606 Est. Cost $92.10 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $229 Shares 949 Est. Cost $180.55 Unrealized +23.8%
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $218 Shares 4,880 Est. Cost $52.19 Unrealized
AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD 0.0%
Value ($000) $196 Shares 3,281 Est. Cost $65.89 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $194 Shares 1,116 Est. Cost $138.60 Unrealized +20.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $185 Shares 1,399 Est. Cost $147.96 Unrealized
EMCB WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND 0.0%
Value ($000) $183 Shares 3,020 Est. Cost $73.12 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $181 Shares 1,708 Est. Cost $125.21 Unrealized -0.1%
ABT ABBOTT LABS COM 0.0%
Value ($000) $175 Shares 1,615 Est. Cost $78.23 Unrealized +35.6%
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.0%
Value ($000) $165 Shares 8,160 Est. Cost $21.81 Unrealized
HD HOME DEPOT 0.0%
Value ($000) $163 Shares 593 Est. Cost $294.71 Unrealized -8.7%
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $159 Shares 568 Est. Cost $371.89 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $158 Shares 1,035 Est. Cost $80.24 Unrealized +84.4%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $156 Shares 2,115 Est. Cost $73.76 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $155 Shares 875 Est. Cost $135.41 Unrealized +18.1%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $152 Shares 685 Est. Cost $185.25 Unrealized +15.2%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $147 Shares 594 Est. Cost $156.23 Unrealized +44.9%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $144 Shares 300 Est. Cost $486.34 Unrealized -0.3%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $142 Shares 2,409 Est. Cost $58.03 Unrealized +0.2%
FHTX FOGHORN THERAPEUTICS INC COM 0.0%
Value ($000) $136 Shares 10,000 Est. Cost $13.72 Unrealized -6.0%
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $134 Shares 2,187 Est. Cost $61.84 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $128 Shares 837 Est. Cost $125.11 Unrealized +7.2%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $115 Shares 2,893 Est. Cost $47.01 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $114 Shares 2,292 Est. Cost $52.76 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $111 Shares 701 Est. Cost $123.23 Unrealized +18.1%
LINDE PLC SHS 0.0%
Value ($000) $101 Shares 351 Est. Cost $176.64 Unrealized
BLACKROCK INC 0.0%
Value ($000) $101 Shares 166 Est. Cost $690.07 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $95 Shares 1,607 Est. Cost $60.75 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $94 Shares 4,052 Est. Cost $29.12 Unrealized
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $89 Shares 1,331 Est. Cost $50.19 Unrealized +41.9%
FLQL FRANKLIN LIBERTYQ U.S. EQUITY ETF 0.0%
Value ($000) $84 Shares 2,155 Est. Cost $45.01 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.0%
Value ($000) $83 Shares 1,091 Est. Cost $76.45 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $82 Shares 505 Est. Cost $158.62 Unrealized -0.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $77 Shares 685 Est. Cost $134.31 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $77 Shares 846 Est. Cost $98.71 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $77 Shares 2,443 Est. Cost $23.82 Unrealized +30.4%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $73 Shares 3,766 Est. Cost $11.05 Unrealized +10.7%
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $71 Shares 2,158 Est. Cost $37.45 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $70 Shares 996 Est. Cost $249.28 Unrealized -65.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $70 Shares 334 Est. Cost $134.45 Unrealized +50.6%
QIG WISDOMTREE FUNDAMENTAL U.S. CORPORATE BOND FUND 0.0%
Value ($000) $69 Shares 1,520 Est. Cost $54.01 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $69 Shares 2,572 Est. Cost $30.33 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $68 Shares 423 Est. Cost $193.85 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $65 Shares 832 Est. Cost $60.28 Unrealized +31.1%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $61 Shares 330 Est. Cost $205.77 Unrealized +24.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $58 Shares 236 Est. Cost $226.40 Unrealized +5.3%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $57 Shares 1,091 Est. Cost $60.79 Unrealized -9.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $52 Shares 359 Est. Cost $91.27 Unrealized +56.4%
VO VANGUARD MID CAP 0.0%
Value ($000) $52 Shares 266 Est. Cost $236.84 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $49 Shares 1,872 Est. Cost $34.19 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $48 Shares 1,746 Est. Cost $32.65 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $47 Shares 506 Est. Cost $72.89 Unrealized +17.9%
BA BOEING CO COM 0.0%
Value ($000) $46 Shares 335 Est. Cost $246.86 Unrealized -40.2%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $45 Shares 203 Est. Cost $231.62 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $43 Shares 515 Est. Cost $60.28 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $43 Shares 1,107 Est. Cost $42.02 Unrealized -4.9%
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.0%
Value ($000) $42 Shares 307 Est. Cost $127.99 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $41 Shares 1,310 Est. Cost $35.06 Unrealized -6.6%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $40 Shares 285 Est. Cost $157.91 Unrealized -19.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $40 Shares 145 Est. Cost $280.80 Unrealized +11.7%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $40 Shares 500 Est. Cost $76.23 Unrealized +8.8%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $39 Shares 728 Est. Cost $64.56 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $36 Shares 876 Est. Cost $52.51 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $35 Shares 16 Est. Cost $66.97 Unrealized +75.1%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $34 Shares 705 Est. Cost $49.06 Unrealized
SNSR GLOBAL X INTERNET OF THINGS THEMATIC ETF 0.0%
Value ($000) $32 Shares 1,238 Est. Cost $33.12 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $31 Shares 1,760 Est. Cost $21.75 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $31 Shares 561 Est. Cost $65.95 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $31 Shares 666 Est. Cost $37.93 Unrealized +10.5%
HDV ISHARES TR HIGH DIVID EQUITY FD 0.0%
Value ($000) $30 Shares 300 Est. Cost $101.11 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $29 Shares 341 Est. Cost $59.32 Unrealized +33.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $27 Shares 177 Est. Cost $148.47 Unrealized +2.2%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $27 Shares 786 Est. Cost $38.17 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $26 Shares 5,000 Est. Cost $10.01 Unrealized -32.5%
PPL PPL CORP COM 0.0%
Value ($000) $25 Shares 922 Est. Cost $24.63 Unrealized +2.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $24 Shares 242 Est. Cost $72.09 Unrealized +18.5%
EBAY EBAY INC 0.0%
Value ($000) $24 Shares 581 Est. Cost $31.93 Unrealized +42.2%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $23 Shares 550 Est. Cost $49.09 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $23 Shares 250 Est. Cost $133.08 Unrealized -29.3%
META META PLATFORMS INC CL A 0.0%
Value ($000) $23 Shares 143 Est. Cost $242.12 Unrealized -20.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $23 Shares 370 Est. Cost $42.46 Unrealized +34.8%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $22 Shares 153 Est. Cost $92.61 Unrealized +48.3%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $22 Shares 312 Est. Cost $83.33 Unrealized
AON AON CORP 0.0%
Value ($000) $20 Shares 75 Est. Cost $260.29 Unrealized +7.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $20 Shares 374 Est. Cost $27.06 Unrealized +106.2%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $20 Shares 167 Est. Cost $135.25 Unrealized -8.8%
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $20 Shares 980 Est. Cost $23.47 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $14.08 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $17 Shares 100 Est. Cost $130.64 Unrealized +38.6%
PRNT THE 3D PRINTING ETF 0.0%
Value ($000) $17 Shares 796 Est. Cost $28.89 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $16 Shares 175 Est. Cost $80.48 Unrealized +12.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $16 Shares 117 Est. Cost $72.09 Unrealized +66.9%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $15 Shares 50 Est. Cost $221.60 Unrealized
MOO MARKET VECTORS ETF TRUST AGRIBUSINESS 0.0%
Value ($000) $15 Shares 169 Est. Cost $106.51 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.67 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $14 Shares 700 Est. Cost $20.00 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $14 Shares 275 Est. Cost $46.62 Unrealized +14.7%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $14 Shares 400 Est. Cost $46.99 Unrealized -14.9%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $14 Shares 200 Est. Cost $73.05 Unrealized -4.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $13 Shares 105 Est. Cost $127.08 Unrealized -1.7%
GOOGL GOOGLE INC 0.0%
Value ($000) $13 Shares 6 Est. Cost $89.91 Unrealized +30.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $13 Shares 1,085 Est. Cost $10.37 Unrealized +8.0%
WOOD ISHARES S&P GLOBAL TIMBER & FORESTRY 0.0%
Value ($000) $13 Shares 170 Est. Cost $88.24 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES 0.0%
Value ($000) $12 Shares 325 Est. Cost $40.00 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $60.88 Unrealized +80.5%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $10 Shares 111 Est. Cost $108.11 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $10 Shares 320 Est. Cost $33.62 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $10 Shares 213 Est. Cost $47.10 Unrealized -7.5%
C CITIGROUP INC 0.0%
Value ($000) $9 Shares 205 Est. Cost $47.14 Unrealized -7.2%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $88.15 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $9 Shares 18 Est. Cost $320.00 Unrealized +47.2%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $9 Shares 228 Est. Cost $37.05 Unrealized -2.3%
TFI SPDR MUNICIPAL BOND ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $47.88 Unrealized
NTCT NETSCOUT SYS INC COM 0.0%
Value ($000) $8 Shares 244 Est. Cost $33.55 Unrealized 0.0%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $8 Shares 180 Est. Cost $30.32 Unrealized +27.9%
DOW DOW INC COM 0.0%
Value ($000) $8 Shares 149 Est. Cost $38.83 Unrealized +33.4%
NBR NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $8 Shares 61 Est. Cost $125.56 Unrealized +24.7%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $8 Shares 187 Est. Cost $45.89 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $8 Shares 71 Est. Cost $56.47 Unrealized +87.3%
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $7 Shares 97 Est. Cost $72.16 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $7 Shares 197 Est. Cost $26.92 Unrealized +9.6%
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $7 Shares 595 Est. Cost $11.45 Unrealized +2.9%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $7 Shares 326 Est. Cost $10.85 Unrealized +81.8%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $7 Shares 133 Est. Cost $54.58 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.0%
Value ($000) $7 Shares 80 Est. Cost $87.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $7 Shares 85 Est. Cost $48.42 Unrealized +34.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $7 Shares 41 Est. Cost $109.23 Unrealized +48.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $6 Shares 148 Est. Cost $32.19 Unrealized +19.4%
FVD FIRST TRUST VALUE LINE DIVIDEND FUND 0.0%
Value ($000) $6 Shares 166 Est. Cost $42.17 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 300 Est. Cost $10.00 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $6 Shares 26 Est. Cost $95.19 Unrealized +166.8%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 134 Est. Cost $44.78 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $6 Shares 72 Est. Cost $111.11 Unrealized
GEN SYMANTEC CORP 0.0%
Value ($000) $6 Shares 290 Est. Cost $25.34 Unrealized -10.3%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $6 Shares 54 Est. Cost $111.11 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $31.73 Unrealized +71.4%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $29.13 Unrealized +76.8%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 57 Est. Cost $119.38 Unrealized
VMWARE INC CL A CLASS A 0.0%
Value ($000) $6 Shares 49 Est. Cost $122.45 Unrealized
ATEN A10 NETWORKS INC COM 0.0%
Value ($000) $6 Shares 445 Est. Cost $7.35 Unrealized +86.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $59.14 Unrealized +42.1%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $80.96 Unrealized 0.0%
BLDRS INDEX FDS TR EMERGING MKTS 50 ADR INDEX FD 0.0%
Value ($000) $5 Shares 117 Est. Cost $42.74 Unrealized
WBS WEBSTER FINL CORP CONN 0.0%
Value ($000) $5 Shares 125 Est. Cost $33.54 Unrealized +43.6%
NRG NRG ENERGY INC NEW 0.0%
Value ($000) $5 Shares 140 Est. Cost $34.57 Unrealized +7.2%
DASEKE INC COM 0.0%
Value ($000) $5 Shares 740 Est. Cost $9.46 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $5 Shares 150 Est. Cost $42.70 Unrealized 0.0%
AGX ARGAN INC COM 0.0%
Value ($000) $5 Shares 141 Est. Cost $38.11 Unrealized -6.3%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.35 Unrealized +4.6%
KR KROGER CO COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $23.61 Unrealized +108.4%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $287.01 Unrealized +63.6%
RANGER OIL CORPORATION CLASS A COM 0.0%
Value ($000) $4 Shares 119 Est. Cost $33.61 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $44.74 Unrealized -50.4%
TLT ISHARES 20 YR TREASURY ETF 0.0%
Value ($000) $4 Shares 39 Est. Cost $128.21 Unrealized
SABR SABRE CORP COM 0.0%
Value ($000) $4 Shares 733 Est. Cost $9.80 Unrealized -14.7%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $202.93 Unrealized -2.8%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $45.01 Unrealized -14.8%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $4 Shares 78 Est. Cost $64.10 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $4 Shares 33 Est. Cost $121.21 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $334.66 Unrealized -18.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $28.36 Unrealized -10.7%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 233 Est. Cost $18.55 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 116 Est. Cost $21.27 Unrealized +2.4%
IEI ISHARES 3-7 YR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 23 Est. Cost $131.42 Unrealized
IGLB ISHARES 10 YEAR CREDIT BOND FUND EFT 0.0%
Value ($000) $3 Shares 60 Est. Cost $66.67 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.34 Unrealized +68.4%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $211.97 Unrealized +13.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.47 Unrealized
IEF ISHARES 7-10 YR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.67 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $3 Shares 14 Est. Cost $208.80 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $120.97 Unrealized +3.6%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.63 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $151.24 Unrealized -2.4%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.25 Unrealized +4.1%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $132.88 Unrealized -20.2%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $87.79 Unrealized +26.3%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.11 Unrealized +1.2%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $2 Shares 85 Est. Cost $42.92 Unrealized -13.6%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $99.95 Unrealized -7.2%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $122.44 Unrealized -11.4%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $30.44 Unrealized
SUMMIT MATLS INC CL A 0.0%
Value ($000) $2 Shares 69 Est. Cost $28.99 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
RMBS RAMBUS INC 0.0%
Value ($000) $2 Shares 91 Est. Cost $27.68 Unrealized -10.6%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 109 Est. Cost $22.16 Unrealized +1.9%
FTXR FIRST TRUST NASDAQ TRANSPORTATION ETF 0.0%
Value ($000) $2 Shares 81 Est. Cost $23.34 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $74.50 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $75.63 Unrealized -14.5%
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $102.15 Unrealized +12.6%
BCE BCE INC COM NEW 0.0%
Value ($000) $2 Shares 32 Est. Cost $39.99 Unrealized +2.5%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $81.39 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $37.95 Unrealized +106.8%
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $2 Shares 56 Est. Cost $31.10 Unrealized -6.4%
PPG PPG INDS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $133.86 Unrealized -13.6%
MHK MOHAWK INDS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $149.99 Unrealized -11.5%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $126.05 Unrealized 0.0%
DISCOVER FINANCIAL SERVICES LLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $142.86 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.42 Unrealized 0.0%
CDW CDW CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $144.76 Unrealized +10.9%
KNX KNIGHT TRANSPORTATION INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $52.63 Unrealized -14.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $160.33 Unrealized -0.5%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $217.46 Unrealized -6.0%
IMAX IMAX CORP COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $18.71 Unrealized -13.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC WI 0.0%
Value ($000) $1 Shares 21 Est. Cost $72.05 Unrealized -23.5%
STERICYCLE INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $1 Shares 23 Est. Cost $62.95 Unrealized -24.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $215.98 Unrealized +5.8%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $29.85 Unrealized +15.6%
LIBERTY MEDIA CORP SERIES C 0.0%
Value ($000) $1 Shares 18 Est. Cost $69.83 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $179.54 Unrealized -11.4%
WY WEYERHAEUSER CO 0.0%
Value ($000) $1 Shares 44 Est. Cost $34.12 Unrealized -1.6%
FIS FIDELITY NATL INFO SVCS 0.0%
Value ($000) $1 Shares 13 Est. Cost $94.86 Unrealized -4.6%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $31.03 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 66 Est. Cost $7.18 Unrealized -5.8%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $106.87 Unrealized +7.7%
NDAQ NASDAQ STK MKT INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $37.16 Unrealized +35.2%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.80 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $38.33 Unrealized -4.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $76.40 Unrealized -13.1%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $27.68 Unrealized +16.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $1 Shares 18 Est. Cost $82.47 Unrealized -12.6%
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $0 Shares 10 Est. Cost $77.38 Unrealized -21.0%
EPOL ISHARES MSCI ETF POLAND INVESTABLE MARKET 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.06 Unrealized
EWZ ISHARES MSCI BRAZIL INDEX FD ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.47 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.11 Unrealized +177.3%
F FORD MOTOR COMPANY 0.0%
Value ($000) $0 Shares 4 Est. Cost $6.35 Unrealized +66.0%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $92.23 Unrealized -21.2%
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
WIP SPDR INTERNATIONAL GOVERNMENT TIPS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.55 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.08 Unrealized
MACQUARIE INFRASTR HOLD LLC COMMON UNITS 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.12 Unrealized
EWN ISHARES INC MSCI NETHERLANDS INDEX FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.50 Unrealized
EWD ISHARES INC MSCI SWEDEN INDEX FD 0.0%
Value ($000) $0 Shares 6 Est. Cost $46.39 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.22 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.55 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $73.10 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $164.40 Unrealized
SCHC SCHWAB INTL SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
FIVN FIVE9 INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $152.08 Unrealized -33.5%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $84.00 Unrealized +3.9%
RBBN RIBBON COMMUNICATIONS INC COM 0.0%
Value ($000) $0 Shares 140 Est. Cost $3.02 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $10.82 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
RIG TRANSOCEAN 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.30 Unrealized -23.6%
REALNETWORKS INC COM NEW 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.92 Unrealized +6.0%
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.44 Unrealized
EVGO EVGO INC CL A COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $9.63 Unrealized -1.2%
U S SILICA HLDGS INC COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $27.03 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.13 Unrealized -8.0%
DNABW GINKGO BIOWORKS HOLDINGS INC WT EXP 091626 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 22 Est. Cost $21.59 Unrealized -46.1%
PRIMO WATER CORPORATION COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.38 Unrealized
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $150.10 Unrealized -19.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.42 Unrealized -30.4%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.31 Unrealized -1.2%
FXY CURRENCYSHARES JAPANESE YEN ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $88.11 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.87 Unrealized +2.9%
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $16.14 Unrealized