NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 3, 2023

Total Value ($000): $946,248 (100.0% shares, 0.0% debt)

Holdings (596)

VTI VANGUARD TOTAL STOCK MARKET ETF 6.5%
Value ($000) $61,773 Shares 299,233 Est. Cost $174.77 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 3.4%
Value ($000) $32,428 Shares 658,752 Est. Cost $60.09 Unrealized
SPY SPDR S&P 500 ETF 3.3%
Value ($000) $30,982 Shares 72,477 Est. Cost $170.85 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 3.2%
Value ($000) $30,177 Shares 391,961 Est. Cost $76.44 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 3.1%
Value ($000) $29,656 Shares 595,143 Est. Cost $61.87 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 3.1%
Value ($000) $29,049 Shares 494,109 Est. Cost $59.44 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 2.9%
Value ($000) $27,808 Shares 558,873 Est. Cost $52.90 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 2.6%
Value ($000) $24,970 Shares 357,844 Est. Cost $82.58 Unrealized
FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 2.0%
Value ($000) $18,967 Shares 280,448 Est. Cost $68.50 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 2.0%
Value ($000) $18,707 Shares 117,203 Est. Cost $162.04 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 1.9%
Value ($000) $18,427 Shares 320,863 Est. Cost $56.99 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 1.9%
Value ($000) $18,343 Shares 197,757 Est. Cost $100.27 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 1.9%
Value ($000) $17,903 Shares 350,978 Est. Cost $53.40 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 1.8%
Value ($000) $17,031 Shares 117,240 Est. Cost $145.24 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.5%
Value ($000) $14,299 Shares 57,345 Est. Cost $177.23 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.5%
Value ($000) $14,096 Shares 289,747 Est. Cost $67.96 Unrealized
MBB ISHARES MBS BOND ETF 1.5%
Value ($000) $13,748 Shares 154,825 Est. Cost $98.56 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value ($000) $13,693 Shares 313,209 Est. Cost $40.41 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 1.3%
Value ($000) $12,498 Shares 172,832 Est. Cost $85.55 Unrealized
AGG ISHARES AGGREGATE BOND ETF 1.3%
Value ($000) $12,448 Shares 132,367 Est. Cost $103.86 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 1.2%
Value ($000) $11,660 Shares 72,968 Est. Cost $112.51 Unrealized
XLE ENERGY SELECT SECTOR SPDR 1.2%
Value ($000) $11,484 Shares 130,549 Est. Cost $73.90 Unrealized
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $10,736 Shares 74,749 Est. Cost $115.79 Unrealized +22.9%
UNM UNUM GROUP COM 1.1%
Value ($000) $10,577 Shares 218,111 Est. Cost $32.05 Unrealized +52.5%
SPHY SPDR SER TR SPDR BOFA MERRILL LYNCH CROSSOVER CORP BD ETF 1.0%
Value ($000) $9,507 Shares 424,054 Est. Cost $21.82 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 1.0%
Value ($000) $9,231 Shares 155,718 Est. Cost $48.65 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $8,979 Shares 88,454 Est. Cost $76.53 Unrealized +30.5%
JNK SPDR HIGH YIELD BOND ETF 0.9%
Value ($000) $8,562 Shares 96,013 Est. Cost $105.51 Unrealized
MSM MSC INDL DIRECT INC CL A 0.8%
Value ($000) $7,969 Shares 82,330 Est. Cost $82.73 Unrealized +19.3%
PKG PACKAGING CORP OF AMERICA 0.8%
Value ($000) $7,774 Shares 51,326 Est. Cost $107.90 Unrealized +26.7%
IBM INTL BUSINESS MACHINES 0.8%
Value ($000) $7,712 Shares 55,706 Est. Cost $111.14 Unrealized +18.5%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $7,576 Shares 111,746 Est. Cost $67.80 Unrealized
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.8%
Value ($000) $7,311 Shares 269,472 Est. Cost $28.38 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.8%
Value ($000) $7,280 Shares 236,981 Est. Cost $30.11 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.8%
Value ($000) $7,246 Shares 30,846 Est. Cost $181.38 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.8%
Value ($000) $7,189 Shares 101,327 Est. Cost $51.92 Unrealized +36.9%
FAF FIRST AMERICAN CORP 0.7%
Value ($000) $7,084 Shares 127,416 Est. Cost $47.65 Unrealized +15.7%
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 0.7%
Value ($000) $7,047 Shares 168,055 Est. Cost $41.94 Unrealized
PRU PRUDENTIAL FINL INC 0.7%
Value ($000) $7,039 Shares 75,140 Est. Cost $71.18 Unrealized +18.4%
CMI CUMMINS INC COM 0.7%
Value ($000) $6,989 Shares 30,866 Est. Cost $192.89 Unrealized +18.5%
TD TORONTO DOMINION BANK 0.7%
Value ($000) $6,914 Shares 116,479 Est. Cost $59.74 Unrealized +4.4%
F FORD MOTOR COMPANY 0.7%
Value ($000) $6,818 Shares 556,568 Est. Cost $10.72 Unrealized +3.5%
CVS CVS HEALTH CORP COM 0.7%
Value ($000) $6,755 Shares 98,168 Est. Cost $64.33 Unrealized +0.4%
SWK STANLEY BLACK & DECKER INC COM 0.7%
Value ($000) $6,619 Shares 80,571 Est. Cost $75.35 Unrealized +11.7%
KHC KRAFT HEINZ CO COM 0.7%
Value ($000) $6,605 Shares 199,039 Est. Cost $31.44 Unrealized -3.0%
KELLANOVA COM 0.7%
Value ($000) $6,445 Shares 110,124 Est. Cost $54.06 Unrealized +1.5%
SO SOUTHERN CO COM 0.7%
Value ($000) $6,387 Shares 100,174 Est. Cost $49.59 Unrealized +28.6%
AMGN AMGEN INC 0.7%
Value ($000) $6,336 Shares 23,858 Est. Cost $185.80 Unrealized +24.8%
LYB LYONDELLBASELL 0.7%
Value ($000) $6,191 Shares 66,315 Est. Cost $66.50 Unrealized +21.9%
AAPL APPLE INC 0.7%
Value ($000) $6,158 Shares 35,970 Est. Cost $113.38 Unrealized +59.9%
PEP PEPSICO INC COM 0.6%
Value ($000) $6,050 Shares 36,234 Est. Cost $125.97 Unrealized +32.7%
IP INTERNATIONAL PAPER CO COM 0.6%
Value ($000) $5,986 Shares 171,038 Est. Cost $33.86 Unrealized -9.4%
BBY BEST BUY INC 0.6%
Value ($000) $5,897 Shares 86,282 Est. Cost $70.98 Unrealized -3.3%
CMS CMS ENERGY CORP COM 0.6%
Value ($000) $5,891 Shares 112,681 Est. Cost $55.34 Unrealized -2.9%
CSCO CISCO SYS INC 0.6%
Value ($000) $5,714 Shares 107,537 Est. Cost $37.38 Unrealized +34.6%
PSX PHILLIPS 66 0.6%
Value ($000) $5,702 Shares 48,113 Est. Cost $73.98 Unrealized +39.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $5,686 Shares 65,345 Est. Cost $78.00 Unrealized +7.1%
SNY SANOFI SA 0.6%
Value ($000) $5,451 Shares 102,974 Est. Cost $47.36 Unrealized
MUB ISHARES AMT-FREE MUNI BOND ETF 0.6%
Value ($000) $5,336 Shares 52,037 Est. Cost $107.99 Unrealized
HYD MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.6%
Value ($000) $5,330 Shares 108,619 Est. Cost $61.06 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $5,278 Shares 134,610 Est. Cost $43.08 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.5%
Value ($000) $5,159 Shares 50,010 Est. Cost $104.47 Unrealized -4.0%
PFE PFIZER INC COM 0.5%
Value ($000) $4,682 Shares 143,092 Est. Cost $31.62 Unrealized -3.3%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $4,622 Shares 33,073 Est. Cost $69.45 Unrealized +75.8%
CBRL CRACKER BARREL INC 0.5%
Value ($000) $4,586 Shares 69,524 Est. Cost $88.51 Unrealized -14.0%
MSFT MICROSOFT 0.5%
Value ($000) $4,553 Shares 14,419 Est. Cost $279.46 Unrealized +16.1%
SCCO SOUTHERN PERU COPPER CORP 0.5%
Value ($000) $4,534 Shares 61,099 Est. Cost $63.81 Unrealized +9.5%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $4,518 Shares 29,451 Est. Cost $125.97 Unrealized +20.4%
LAM RESEARCH CORP 0.5%
Value ($000) $4,480 Shares 7,147 Est. Cost $536.96 Unrealized
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.5%
Value ($000) $4,300 Shares 204,876 Est. Cost $20.56 Unrealized
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $4,278 Shares 62,077 Est. Cost $59.46 Unrealized
HPQ HP INC COM 0.4%
Value ($000) $4,202 Shares 166,172 Est. Cost $19.48 Unrealized +43.5%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.4%
Value ($000) $4,030 Shares 97,682 Est. Cost $30.50 Unrealized
STX SEAGATE TECHNOLOGY 0.4%
Value ($000) $4,001 Shares 61,448 Est. Cost $73.49 Unrealized -18.0%
EME EMCOR GROUP INC COM 0.4%
Value ($000) $3,897 Shares 18,525 Est. Cost $168.58 Unrealized +23.4%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,880 Shares 121,371 Est. Cost $35.17 Unrealized -17.6%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $3,851 Shares 52,089 Est. Cost $57.32 Unrealized +23.3%
ALV AUTOLIV INC COM 0.4%
Value ($000) $3,736 Shares 38,725 Est. Cost $90.43 Unrealized 0.0%
DOC HEALTH CARE PPTY INVS INC 0.4%
Value ($000) $3,687 Shares 204,052 Est. Cost $23.04 Unrealized -23.4%
EPS WISDOMTREE U.S. LARGECAP FUND 0.4%
Value ($000) $3,620 Shares 79,120 Est. Cost $44.29 Unrealized
PIE POWERSHARES DWA EMERGING MARKETS 0.4%
Value ($000) $3,598 Shares 193,962 Est. Cost $18.38 Unrealized
PIZ POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT 0.4%
Value ($000) $3,578 Shares 124,795 Est. Cost $28.15 Unrealized
HUBS HUBSPOT INC COM 0.4%
Value ($000) $3,485 Shares 7,076 Est. Cost $384.98 Unrealized +35.7%
GRMN GARMIN LTD SHS 0.4%
Value ($000) $3,444 Shares 33,189 Est. Cost $91.85 Unrealized +9.5%
WTRG ESSENTIAL UTILS INC COM 0.4%
Value ($000) $3,423 Shares 99,704 Est. Cost $48.27 Unrealized -19.7%
INTC INTEL CORP COM 0.3%
Value ($000) $3,279 Shares 93,437 Est. Cost $43.96 Unrealized -22.2%
ACHC ACADIA HEALTHCARE COMPANY INC COM 0.3%
Value ($000) $3,270 Shares 46,503 Est. Cost $70.23 Unrealized +6.4%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $3,203 Shares 60,655 Est. Cost $47.64 Unrealized +10.1%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.3%
Value ($000) $3,186 Shares 94,986 Est. Cost $34.21 Unrealized
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $3,114 Shares 8,075 Est. Cost $381.93 Unrealized +0.0%
EWC ISHARES MSCI CANADA INDEX 0.3%
Value ($000) $3,019 Shares 94,160 Est. Cost $33.71 Unrealized
CRM SALESFORCE INC COM 0.3%
Value ($000) $2,965 Shares 14,620 Est. Cost $213.18 Unrealized +0.1%
INDA ISHARES MSCI INDIA ETF 0.3%
Value ($000) $2,960 Shares 69,838 Est. Cost $41.81 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $2,929 Shares 6,733 Est. Cost $32.42 Unrealized +38.1%
FND FLOOR & DECOR HLDGS INC CL A 0.3%
Value ($000) $2,919 Shares 32,255 Est. Cost $96.29 Unrealized +5.8%
FRO FRONTLINE PLC COM 0.3%
Value ($000) $2,777 Shares 147,870 Est. Cost $14.21 Unrealized 0.0%
DWM WISDOMTREE DIVIDEND EFA INDEX ETF 0.3%
Value ($000) $2,511 Shares 51,940 Est. Cost $51.05 Unrealized
LLY ELI LILLY & CO COM 0.2%
Value ($000) $2,143 Shares 3,990 Est. Cost $498.75 Unrealized +1.6%
TGT TARGET CORP COM 0.2%
Value ($000) $2,057 Shares 18,901 Est. Cost $114.05 Unrealized +2.0%
AKAM AKAMAI TECH 0.2%
Value ($000) $1,935 Shares 18,162 Est. Cost $99.55 Unrealized +0.0%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.2%
Value ($000) $1,900 Shares 38,815 Est. Cost $49.98 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 0.2%
Value ($000) $1,877 Shares 67,960 Est. Cost $26.17 Unrealized
IAU ISHARES GOLD TRUST ETF 0.2%
Value ($000) $1,806 Shares 51,608 Est. Cost $33.84 Unrealized
EZM WISDOMTREE U.S. MIDCAP FUND 0.2%
Value ($000) $1,624 Shares 32,000 Est. Cost $47.74 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.2%
Value ($000) $1,599 Shares 106,935 Est. Cost $19.17 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.2%
Value ($000) $1,587 Shares 31,458 Est. Cost $50.49 Unrealized
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.2%
Value ($000) $1,544 Shares 15,885 Est. Cost $96.66 Unrealized
VFC V F CORP COM 0.2%
Value ($000) $1,510 Shares 86,709 Est. Cost $55.78 Unrealized -65.9%
EWP ISHARES INC MSCI SPAIN 0.2%
Value ($000) $1,463 Shares 53,217 Est. Cost $28.90 Unrealized
EWI ISHARES MSCI ITALY ETF 0.2%
Value ($000) $1,456 Shares 47,856 Est. Cost $31.83 Unrealized
EWW ISHARES INC MSCI MEXICO 0.2%
Value ($000) $1,438 Shares 24,695 Est. Cost $51.26 Unrealized
ILF ISHARES S&P LATIN AMERICA 40 INDEX 0.2%
Value ($000) $1,423 Shares 55,692 Est. Cost $23.94 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.1%
Value ($000) $1,419 Shares 39,861 Est. Cost $37.80 Unrealized
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.1%
Value ($000) $1,309 Shares 14,491 Est. Cost $92.21 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1,136 Shares 9,662 Est. Cost $77.84 Unrealized +29.8%
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $1,057 Shares 1,273 Est. Cost $39.09 Unrealized +114.8%
IVV ISHARES S&P 500 INDEX 0.1%
Value ($000) $1,041 Shares 2,425 Est. Cost $426.92 Unrealized
SCTXX SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 0.1%
Value ($000) $1,002 Shares 1,002,478 Est. Cost $1.00 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $975 Shares 20,265 Est. Cost $49.83 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $843 Shares 17,242 Est. Cost $53.84 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $835 Shares 13,150 Est. Cost $59.32 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND 0.1%
Value ($000) $811 Shares 19,804 Est. Cost $39.74 Unrealized
DEM WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF 0.1%
Value ($000) $806 Shares 21,510 Est. Cost $41.31 Unrealized
IHY VANECK INTERNATIONAL HIGH YIELD BOND ETF 0.1%
Value ($000) $782 Shares 39,935 Est. Cost $23.06 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.1%
Value ($000) $773 Shares 17,860 Est. Cost $41.54 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $772 Shares 18,365 Est. Cost $51.87 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.1%
Value ($000) $739 Shares 29,240 Est. Cost $25.12 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.1%
Value ($000) $729 Shares 11,470 Est. Cost $47.91 Unrealized +25.5%
PGX POWERSHARES GLOBAL PREFERRED ETF 0.1%
Value ($000) $729 Shares 66,552 Est. Cost $14.33 Unrealized
MLN MARKET VECTORS - AMT FREE MUNI 0.1%
Value ($000) $685 Shares 41,005 Est. Cost $21.23 Unrealized
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.1%
Value ($000) $681 Shares 30,739 Est. Cost $26.45 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $672 Shares 11,358 Est. Cost $72.81 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $647 Shares 12,896 Est. Cost $50.75 Unrealized
OUNZ VANECK MERK GOLD TRUST 0.1%
Value ($000) $625 Shares 34,927 Est. Cost $16.42 Unrealized
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $582 Shares 29,874 Est. Cost $13.35 Unrealized +16.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $576 Shares 2,396 Est. Cost $228.49 Unrealized +1.2%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $542 Shares 5,114 Est. Cost $112.61 Unrealized +0.2%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $530 Shares 3,805 Est. Cost $116.55 Unrealized +3.3%
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $493 Shares 18,289 Est. Cost $13.90 Unrealized +60.6%
AMZN AMAZON.COM INC 0.0%
Value ($000) $460 Shares 3,621 Est. Cost $100.37 Unrealized +33.5%
RVNU DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD 0.0%
Value ($000) $428 Shares 18,014 Est. Cost $26.63 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $385 Shares 13,655 Est. Cost $29.14 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $330 Shares 6,550 Est. Cost $50.27 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $316 Shares 2,945 Est. Cost $77.70 Unrealized +50.6%
QHY WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $309 Shares 7,145 Est. Cost $49.65 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $285 Shares 2,650 Est. Cost $96.88 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $279 Shares 4,354 Est. Cost $52.79 Unrealized +22.3%
QSIG WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND 0.0%
Value ($000) $266 Shares 5,710 Est. Cost $49.79 Unrealized
QIG WISDOMTREE U.S. CORPORATE BOND FUND 0.0%
Value ($000) $258 Shares 6,145 Est. Cost $45.02 Unrealized
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $256 Shares 2,969 Est. Cost $95.43 Unrealized -8.0%
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $243 Shares 5,850 Est. Cost $50.62 Unrealized
EMCB WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND 0.0%
Value ($000) $225 Shares 3,660 Est. Cost $71.04 Unrealized
AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD 0.0%
Value ($000) $208 Shares 3,281 Est. Cost $65.89 Unrealized
ADTN ADTRAN HOLDINGS INC COM 0.0%
Value ($000) $189 Shares 23,000 Est. Cost $8.83 Unrealized 0.0%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $153 Shares 6,392 Est. Cost $22.78 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $130 Shares 545 Est. Cost $228.60 Unrealized +1.6%
FTXG FIRST TRUST NASDAQ FOOD & BEVERAGE ETF 0.0%
Value ($000) $129 Shares 5,448 Est. Cost $25.85 Unrealized
FTXN FIRST TRUST NASDAQ OIL & GAS ETF 0.0%
Value ($000) $118 Shares 3,937 Est. Cost $21.93 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $117 Shares 1,860 Est. Cost $61.84 Unrealized
AOS AO SMITH CORP. 0.0%
Value ($000) $114 Shares 1,717 Est. Cost $61.86 Unrealized +10.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $109 Shares 1,001 Est. Cost $123.65 Unrealized +0.0%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $108 Shares 2,539 Est. Cost $35.31 Unrealized +33.2%
GOOGL GOOGLE INC 0.0%
Value ($000) $108 Shares 825 Est. Cost $101.28 Unrealized +26.8%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $108 Shares 5,439 Est. Cost $21.22 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $107 Shares 700 Est. Cost $87.92 Unrealized +77.5%
BLACKROCK INC 0.0%
Value ($000) $104 Shares 161 Est. Cost $690.09 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $103 Shares 778 Est. Cost $98.67 Unrealized +30.8%
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $101 Shares 5,790 Est. Cost $15.78 Unrealized
GLD SPDR GOLD ETF 0.0%
Value ($000) $100 Shares 586 Est. Cost $179.03 Unrealized
WIP SPDR INTERNATIONAL GOVERNMENT TIPS ETF 0.0%
Value ($000) $98 Shares 2,509 Est. Cost $41.21 Unrealized
USCI UNITED STS COMMODITYINDEX FD COMMODITY INDEX FD 0.0%
Value ($000) $93 Shares 1,566 Est. Cost $52.77 Unrealized
CSX CSX CORP 0.0%
Value ($000) $92 Shares 3,000 Est. Cost $29.60 Unrealized +3.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $92 Shares 829 Est. Cost $111.01 Unrealized -0.9%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $91 Shares 627 Est. Cost $129.99 Unrealized +10.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $89 Shares 514 Est. Cost $180.55 Unrealized -3.1%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $87 Shares 515 Est. Cost $135.00 Unrealized +8.0%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $81 Shares 845 Est. Cost $91.56 Unrealized +11.9%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $81 Shares 518 Est. Cost $141.00 Unrealized +8.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $79 Shares 426 Est. Cost $152.92 Unrealized +13.7%
PDBA INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $77 Shares 2,445 Est. Cost $30.99 Unrealized
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $74 Shares 207 Est. Cost $333.22 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $74 Shares 3,766 Est. Cost $11.05 Unrealized +25.6%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $73 Shares 1,453 Est. Cost $48.21 Unrealized
IYJ ISHARES DJ US INDUSTRIAL 0.0%
Value ($000) $70 Shares 692 Est. Cost $98.28 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $69 Shares 261 Est. Cost $203.11 Unrealized +32.7%
V VISA INC 0.0%
Value ($000) $69 Shares 299 Est. Cost $214.03 Unrealized +10.3%
ABBV ABBVIE INC COM 0.0%
Value ($000) $66 Shares 441 Est. Cost $129.96 Unrealized +4.1%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $65 Shares 500 Est. Cost $193.77 Unrealized -1.0%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $63 Shares 188 Est. Cost $306.09 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $61 Shares 1,126 Est. Cost $76.63 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $59 Shares 19 Est. Cost $2622.00 Unrealized +13.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $53 Shares 152 Est. Cost $335.35 Unrealized +5.8%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $51 Shares 482 Est. Cost $113.89 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.0%
Value ($000) $51 Shares 122 Est. Cost $412.97 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $50 Shares 532 Est. Cost $68.84 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $48 Shares 1,082 Est. Cost $64.07 Unrealized -3.4%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $47 Shares 1,586 Est. Cost $14.26 Unrealized +107.2%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $45 Shares 330 Est. Cost $205.77 Unrealized -20.1%
ABT ABBOTT LABS COM 0.0%
Value ($000) $45 Shares 464 Est. Cost $89.92 Unrealized +11.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $43 Shares 226 Est. Cost $155.15 Unrealized +19.0%
HRI HERC HLDGS INC COM 0.0%
Value ($000) $41 Shares 345 Est. Cost $103.82 Unrealized +19.7%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $40 Shares 5,000 Est. Cost $9.40 Unrealized -6.4%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $39 Shares 167 Est. Cost $232.13 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $36 Shares 190 Est. Cost $192.79 Unrealized +13.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $35 Shares 595 Est. Cost $176.94 Unrealized -63.3%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $34 Shares 368 Est. Cost $87.78 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $34 Shares 135 Est. Cost $218.65 Unrealized +17.5%
LIN LINDE PLC SHS 0.0%
Value ($000) $34 Shares 90 Est. Cost $334.22 Unrealized +10.4%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $33 Shares 66 Est. Cost $456.52 Unrealized +2.9%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $33 Shares 235 Est. Cost $112.22 Unrealized +25.1%
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $32 Shares 331 Est. Cost $50.19 Unrealized +95.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $32 Shares 100 Est. Cost $322.61 Unrealized -2.2%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $32 Shares 192 Est. Cost $139.80 Unrealized +28.6%
HD HOME DEPOT 0.0%
Value ($000) $32 Shares 105 Est. Cost $290.33 Unrealized +4.4%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $31 Shares 475 Est. Cost $61.49 Unrealized +15.7%
NY COMMUNITY BANCORP INC 0.0%
Value ($000) $31 Shares 2,690 Est. Cost $11.24 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $30 Shares 520 Est. Cost $59.75 Unrealized -9.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $29 Shares 451 Est. Cost $58.26 Unrealized +3.4%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.0%
Value ($000) $29 Shares 420 Est. Cost $69.92 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $28 Shares 231 Est. Cost $123.99 Unrealized -7.2%
CTVA CORTEVA INC COM 0.0%
Value ($000) $28 Shares 546 Est. Cost $37.19 Unrealized +38.6%
FISV FISERV INC COM 0.0%
Value ($000) $28 Shares 247 Est. Cost $101.71 Unrealized +21.1%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $28 Shares 265 Est. Cost $106.20 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $28 Shares 623 Est. Cost $38.46 Unrealized +7.9%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $28 Shares 246 Est. Cost $122.94 Unrealized -8.1%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $26 Shares 499 Est. Cost $65.16 Unrealized -19.6%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $25 Shares 295 Est. Cost $95.77 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $25 Shares 49 Est. Cost $498.82 Unrealized 0.0%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $25 Shares 501 Est. Cost $46.25 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $24 Shares 79 Est. Cost $186.13 Unrealized +60.8%
GLW CORNING INC COM 0.0%
Value ($000) $24 Shares 778 Est. Cost $23.82 Unrealized +28.9%
HCA HCA INC 0.0%
Value ($000) $23 Shares 95 Est. Cost $268.37 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $23 Shares 116 Est. Cost $198.06 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $23 Shares 258 Est. Cost $85.34 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $23 Shares 176 Est. Cost $131.28 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $22 Shares 296 Est. Cost $73.36 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $22 Shares 55 Est. Cost $399.87 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $21 Shares 26 Est. Cost $779.07 Unrealized +0.3%
UNP UNION PAC CORP COM 0.0%
Value ($000) $21 Shares 105 Est. Cost $189.76 Unrealized +8.6%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $21 Shares 176 Est. Cost $107.45 Unrealized +9.6%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $21 Shares 104 Est. Cost $41.57 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $21 Shares 300 Est. Cost $44.58 Unrealized +50.8%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $21 Shares 256 Est. Cost $96.61 Unrealized -13.6%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $21 Shares 355 Est. Cost $58.15 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.0%
Value ($000) $21 Shares 59 Est. Cost $342.11 Unrealized +2.2%
DE DEERE & CO COM 0.0%
Value ($000) $20 Shares 54 Est. Cost $397.92 Unrealized +0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $20 Shares 370 Est. Cost $42.11 Unrealized +43.9%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $20 Shares 333 Est. Cost $62.92 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.0%
Value ($000) $20 Shares 125 Est. Cost $138.59 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 1,157 Est. Cost $17.30 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $20 Shares 717 Est. Cost $33.78 Unrealized -17.7%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $19 Shares 363 Est. Cost $56.82 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $19 Shares 338 Est. Cost $62.08 Unrealized -5.8%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $18 Shares 2,045 Est. Cost $9.15 Unrealized -2.1%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $18 Shares 465 Est. Cost $49.09 Unrealized
ACTIVISION INC 0.0%
Value ($000) $18 Shares 193 Est. Cost $93.63 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $18 Shares 70 Est. Cost $262.23 Unrealized 0.0%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $18 Shares 1,060 Est. Cost $21.75 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $18 Shares 90 Est. Cost $185.14 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $17 Shares 570 Est. Cost $98.37 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $17 Shares 424 Est. Cost $41.89 Unrealized -2.9%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $17 Shares 341 Est. Cost $59.57 Unrealized -17.8%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $17 Shares 294 Est. Cost $53.99 Unrealized +0.8%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $17 Shares 117 Est. Cost $72.09 Unrealized +100.4%
FDX FEDEX CORP 0.0%
Value ($000) $16 Shares 62 Est. Cost $245.13 Unrealized +0.7%
VGK VANGUARD EUROPEAN 0.0%
Value ($000) $16 Shares 284 Est. Cost $57.93 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $16 Shares 296 Est. Cost $26.81 Unrealized 0.0%
KRG KITE REALTY GROUP TRUST 0.0%
Value ($000) $16 Shares 751 Est. Cost $20.92 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $16 Shares 285 Est. Cost $55.30 Unrealized +0.8%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $16 Shares 154 Est. Cost $100.16 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $15 Shares 562 Est. Cost $26.35 Unrealized
WELL HEALTH CARE REIT INC 0.0%
Value ($000) $15 Shares 185 Est. Cost $67.32 Unrealized +16.1%
XYL XYLEM INC COM 0.0%
Value ($000) $15 Shares 166 Est. Cost $64.65 Unrealized +55.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $15 Shares 163 Est. Cost $80.41 Unrealized +7.2%
PPL PPL CORP COM 0.0%
Value ($000) $15 Shares 630 Est. Cost $24.66 Unrealized -3.5%
ALB ALBEMARLE CORP 0.0%
Value ($000) $15 Shares 87 Est. Cost $196.38 Unrealized -2.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $15 Shares 157 Est. Cost $84.80 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $15 Shares 331 Est. Cost $32.08 Unrealized +33.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $15 Shares 59 Est. Cost $247.59 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $14 Shares 201 Est. Cost $75.57 Unrealized 0.0%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $14 Shares 51 Est. Cost $240.90 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $14 Shares 36 Est. Cost $31.60 Unrealized +34.1%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $14 Shares 103 Est. Cost $157.91 Unrealized -11.4%
WMT WALMART INC COM 0.0%
Value ($000) $13 Shares 84 Est. Cost $45.71 Unrealized +13.4%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $13 Shares 700 Est. Cost $20.00 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $13 Shares 125 Est. Cost $95.65 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $13 Shares 53 Est. Cost $220.53 Unrealized -0.2%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 311 Est. Cost $41.03 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $13 Shares 155 Est. Cost $80.50 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $12 Shares 32 Est. Cost $391.41 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $12 Shares 49 Est. Cost $223.18 Unrealized +11.7%
ACWV ISHARES INC MSCI ALLCOUNTRY WORLD MIN VOLATILITY IN 0.0%
Value ($000) $12 Shares 128 Est. Cost $96.75 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $12 Shares 355 Est. Cost $35.50 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $12 Shares 64 Est. Cost $167.86 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $12 Shares 197 Est. Cost $37.05 Unrealized +54.3%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $12 Shares 263 Est. Cost $43.94 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value ($000) $11 Shares 25 Est. Cost $458.40 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $11 Shares 393 Est. Cost $46.80 Unrealized -42.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $11 Shares 72 Est. Cost $125.00 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $11 Shares 640 Est. Cost $23.47 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $11 Shares 84 Est. Cost $116.86 Unrealized +13.8%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $11 Shares 66 Est. Cost $201.40 Unrealized -16.8%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $11 Shares 33 Est. Cost $323.62 Unrealized +2.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $11 Shares 156 Est. Cost $59.50 Unrealized
DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $11 Shares 108 Est. Cost $98.59 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $11 Shares 210 Est. Cost $60.06 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $11 Shares 156 Est. Cost $66.41 Unrealized 0.0%
SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD 0.0%
Value ($000) $10 Shares 358 Est. Cost $29.77 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 135 Est. Cost $55.61 Unrealized +27.2%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $10 Shares 44 Est. Cost $217.17 Unrealized
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.0%
Value ($000) $10 Shares 198 Est. Cost $50.89 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.0%
Value ($000) $10 Shares 73 Est. Cost $131.35 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $10 Shares 125 Est. Cost $54.35 Unrealized +29.8%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $10 Shares 470 Est. Cost $22.08 Unrealized
EQUITRANS MIDSTREAM CORP COM 0.0%
Value ($000) $10 Shares 1,015 Est. Cost $9.37 Unrealized
SPIB SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF 0.0%
Value ($000) $9 Shares 302 Est. Cost $31.61 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $9 Shares 355 Est. Cost $23.11 Unrealized +6.0%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $9 Shares 31 Est. Cost $272.79 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $9 Shares 76 Est. Cost $93.98 Unrealized +19.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $9 Shares 825 Est. Cost $10.37 Unrealized -2.7%
ESNT ESSENT GROUP LTD COM 0.0%
Value ($000) $9 Shares 180 Est. Cost $39.15 Unrealized +21.8%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $8 Shares 19 Est. Cost $427.79 Unrealized -2.8%
CMA COMERICA INC COM 0.0%
Value ($000) $8 Shares 201 Est. Cost $42.55 Unrealized -1.4%
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $8 Shares 164 Est. Cost $50.83 Unrealized
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $8 Shares 56 Est. Cost $143.32 Unrealized
USO UNITED STATES OIL FUND 0.0%
Value ($000) $8 Shares 98 Est. Cost $66.44 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $8 Shares 84 Est. Cost $107.89 Unrealized -26.3%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $8 Shares 63 Est. Cost $111.77 Unrealized +1.6%
C CITIGROUP INC 0.0%
Value ($000) $8 Shares 183 Est. Cost $45.84 Unrealized -11.7%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $7 Shares 105 Est. Cost $72.33 Unrealized -2.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $7 Shares 238 Est. Cost $28.82 Unrealized +6.3%
DCH AMERICAN AXLE & MFG HLDGS INC COM 0.0%
Value ($000) $7 Shares 1,005 Est. Cost $8.96 Unrealized -10.3%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $7 Shares 115 Est. Cost $57.97 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $7 Shares 23 Est. Cost $294.98 Unrealized +13.2%
BSV VANGUARD SHORT TERM BOND 0.0%
Value ($000) $7 Shares 96 Est. Cost $75.28 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $7 Shares 75 Est. Cost $110.18 Unrealized -10.8%
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value ($000) $7 Shares 56 Est. Cost $116.14 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $7 Shares 295 Est. Cost $20.34 Unrealized
STC STEWART INFORMATION SVCS CORP COM 0.0%
Value ($000) $7 Shares 160 Est. Cost $45.23 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $7 Shares 93 Est. Cost $86.37 Unrealized -13.9%
T AT&T INC COM 0.0%
Value ($000) $7 Shares 464 Est. Cost $15.59 Unrealized -16.9%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $7 Shares 104 Est. Cost $62.49 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $7 Shares 177 Est. Cost $45.89 Unrealized
NTCT NETSCOUT SYS INC COM 0.0%
Value ($000) $7 Shares 244 Est. Cost $33.55 Unrealized -14.7%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $202.93 Unrealized +28.8%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $7 Shares 126 Est. Cost $59.18 Unrealized 0.0%
ATEN A10 NETWORKS INC COM 0.0%
Value ($000) $7 Shares 445 Est. Cost $7.35 Unrealized +93.7%
DBP INVESCO DB PRECIOUS METALS FUND 0.0%
Value ($000) $7 Shares 140 Est. Cost $48.05 Unrealized
GME GAMESTOP CORP 0.0%
Value ($000) $7 Shares 400 Est. Cost $19.90 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $196.80 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $6 Shares 153 Est. Cost $69.11 Unrealized -29.1%
AGX ARGAN INC COM 0.0%
Value ($000) $6 Shares 141 Est. Cost $38.11 Unrealized +4.5%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $6 Shares 389 Est. Cost $14.97 Unrealized +23.3%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $6 Shares 401 Est. Cost $17.46 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $113.72 Unrealized
AOM ISHARES TR S&P MODERATE ALLOCATION FD 0.0%
Value ($000) $6 Shares 162 Est. Cost $38.17 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $6 Shares 185 Est. Cost $32.43 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $177.30 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $6 Shares 9 Est. Cost $287.01 Unrealized +146.9%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $6 Shares 55 Est. Cost $119.62 Unrealized +3.8%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $6 Shares 43 Est. Cost $140.21 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $6 Shares 11 Est. Cost $81.90 Unrealized +39.3%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $6 Shares 183 Est. Cost $34.15 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $6 Shares 101 Est. Cost $60.29 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $61.99 Unrealized +22.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $6 Shares 180 Est. Cost $43.94 Unrealized -20.8%
DBC DB COMMODITY INDEX TRACKING 0.0%
Value ($000) $6 Shares 234 Est. Cost $23.91 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $6 Shares 44 Est. Cost $134.87 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $6 Shares 57 Est. Cost $101.39 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $6 Shares 595 Est. Cost $11.45 Unrealized -14.4%
RWX SPDR DJ WILSHIRE INTL REAL EST 0.0%
Value ($000) $6 Shares 236 Est. Cost $26.28 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $103.23 Unrealized 0.0%
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $5 Shares 289 Est. Cost $18.91 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $5 Shares 172 Est. Cost $31.38 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $5 Shares 39 Est. Cost $111.56 Unrealized +23.8%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $5 Shares 36 Est. Cost $197.68 Unrealized
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $5 Shares 124 Est. Cost $41.79 Unrealized
GEN SYMANTEC CORP 0.0%
Value ($000) $5 Shares 290 Est. Cost $25.34 Unrealized -26.5%
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $5 Shares 51 Est. Cost $100.14 Unrealized
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC-EX JAPAN ETF 0.0%
Value ($000) $5 Shares 113 Est. Cost $45.03 Unrealized
DBE POWERSHARES DB ENERGY 0.0%
Value ($000) $5 Shares 212 Est. Cost $23.06 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $5 Shares 99 Est. Cost $50.15 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.67 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $5 Shares 95 Est. Cost $38.83 Unrealized +19.3%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $29.13 Unrealized +53.9%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $70.93 Unrealized -9.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $152.11 Unrealized
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $95.41 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $76.19 Unrealized +42.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $4 Shares 59 Est. Cost $74.32 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $90.39 Unrealized 0.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $182.57 Unrealized +2.2%
ETON ETON PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.65 Unrealized +5.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $4 Shares 10 Est. Cost $427.99 Unrealized -3.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $197.80 Unrealized +6.7%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $4 Shares 93 Est. Cost $47.92 Unrealized +5.5%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 107 Est. Cost $37.47 Unrealized
PII POLARIS INDS INC 0.0%
Value ($000) $4 Shares 37 Est. Cost $110.79 Unrealized +7.2%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $339.33 Unrealized
DASEKE INC COM 0.0%
Value ($000) $4 Shares 740 Est. Cost $9.27 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $641.78 Unrealized +14.7%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $80.31 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $396.22 Unrealized 0.0%
SUI SUN CMNTYS INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $118.33 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $4 Shares 52 Est. Cost $66.97 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $102.80 Unrealized +43.1%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $3 Shares 26 Est. Cost $135.24 Unrealized
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $3 Shares 426 Est. Cost $29.64 Unrealized 0.0%
STERICYCLE INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $48.81 Unrealized
CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $49.03 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $130.67 Unrealized +5.8%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $3 Shares 144 Est. Cost $31.45 Unrealized -23.1%
SABR SABRE CORP COM 0.0%
Value ($000) $3 Shares 733 Est. Cost $9.80 Unrealized -53.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $101.77 Unrealized +6.0%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $3 Shares 122 Est. Cost $26.63 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $163.92 Unrealized
WPM SILVER WHEATON CORP 0.0%
Value ($000) $3 Shares 78 Est. Cost $36.54 Unrealized +15.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $35.22 Unrealized +3.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $3 Shares 85 Est. Cost $42.92 Unrealized -1.4%
EFV ISHARES MSCI EAFE VALUE INDEX ETF 0.0%
Value ($000) $3 Shares 63 Est. Cost $48.94 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $3 Shares 18 Est. Cost $130.64 Unrealized +19.0%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value ($000) $3 Shares 59 Est. Cost $54.03 Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $3 Shares 96 Est. Cost $30.41 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $3 Shares 21 Est. Cost $147.96 Unrealized
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $112.52 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.94 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $3 Shares 56 Est. Cost $50.23 Unrealized
SBAC SBA COMMUNICATIONS CP 0.0%
Value ($000) $3 Shares 14 Est. Cost $212.78 Unrealized 0.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.34 Unrealized +41.3%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $3 Shares 102 Est. Cost $31.85 Unrealized -3.0%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $3 Shares 58 Est. Cost $49.29 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $3 Shares 29 Est. Cost $96.63 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $3 Shares 122 Est. Cost $46.26 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $131.36 Unrealized 0.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $108.86 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $3 Shares 95 Est. Cost $30.26 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $3 Shares 13 Est. Cost $161.65 Unrealized +20.1%
ADBE ADOBE SYS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $346.03 Unrealized +51.6%
CNC CENTENE CORP DEL 0.0%
Value ($000) $3 Shares 37 Est. Cost $70.99 Unrealized -6.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1112.80 Unrealized +14.3%
GDXJ MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW 0.0%
Value ($000) $3 Shares 78 Est. Cost $36.73 Unrealized
HTBK HERITAGE COMM CORP COM 0.0%
Value ($000) $2 Shares 295 Est. Cost $13.45 Unrealized -33.9%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $2 Shares 142 Est. Cost $26.81 Unrealized -30.8%
MAS MASCO CORP COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $47.91 Unrealized +15.4%
DEO DIAGEO PLC 0.0%
Value ($000) $2 Shares 16 Est. Cost $180.27 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $253.67 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $219.07 Unrealized -0.9%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $2 Shares 57 Est. Cost $42.62 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $33.81 Unrealized -10.1%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $2 Shares 46 Est. Cost $49.92 Unrealized -11.7%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $217.77 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $41.19 Unrealized +42.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $83.38 Unrealized +41.9%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $92.77 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $61.77 Unrealized -6.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $546.79 Unrealized -3.3%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $2 Shares 111 Est. Cost $17.25 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $158.97 Unrealized -0.1%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $2 Shares 123 Est. Cost $15.27 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $2 Shares 22 Est. Cost $80.29 Unrealized 0.0%
UDR UDR INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.13 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.0%
Value ($000) $2 Shares 20 Est. Cost $74.50 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 109 Est. Cost $22.16 Unrealized -24.1%
IMOM ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF 0.0%
Value ($000) $2 Shares 68 Est. Cost $25.32 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $26.80 Unrealized +15.2%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $163.31 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $54.99 Unrealized +32.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $32.14 Unrealized +42.1%
RTX RTX CORPORATION COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $88.08 Unrealized -7.8%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $170.34 Unrealized +23.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.36 Unrealized +5.4%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $51.68 Unrealized -10.7%
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $56.32 Unrealized 0.0%
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $1 Shares 7 Est. Cost $205.00 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $219.09 Unrealized 0.0%
A AGILENT TECH INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $125.44 Unrealized -6.1%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 90 Est. Cost $19.79 Unrealized
SPIRIT RLTY CAP INC NEW COM NEW 0.0%
Value ($000) $1 Shares 39 Est. Cost $33.54 Unrealized
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 45 Est. Cost $29.59 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $486.34 Unrealized +9.4%
ESS ESSEX PPTY TR REIT 0.0%
Value ($000) $1 Shares 6 Est. Cost $213.56 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $133.84 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES 0.0%
Value ($000) $1 Shares 3 Est. Cost $199.48 Unrealized 0.0%
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $20.60 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 72 Est. Cost $15.14 Unrealized +0.7%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 134 Est. Cost $7.89 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $385.89 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $96.77 Unrealized -4.5%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $121.22 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $1 Shares 16 Est. Cost $68.18 Unrealized -2.3%
KR KROGER CO COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $33.25 Unrealized +34.2%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $137.83 Unrealized 0.0%
ETFMG PRIME JUNIOR SILVER MINERS ETFMG PRIME JUNIOR SILVER MINERS FUND 0.0%
Value ($000) $1 Shares 124 Est. Cost $10.72 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $141.31 Unrealized +6.2%
SGDJ SPROTT JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $30.81 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $176.96 Unrealized 0.0%
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $22.24 Unrealized -42.8%
APARTMENT INCOME REIT CORP COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $30.71 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.37 Unrealized +11.6%
LOW LOWES COS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $188.18 Unrealized +14.2%
SPDW SPDR S&P WORLD EX-US 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.00 Unrealized
AMH AMERICAN HOMES 4 RENT REIT CLASS A 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.70 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $1 Shares 42 Est. Cost $28.64 Unrealized
HDV ISHARES TR HIGH DIVID EQUITY FD 0.0%
Value ($000) $1 Shares 10 Est. Cost $101.66 Unrealized
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.14 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $36.16 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.38 Unrealized 0.0%
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value ($000) $1 Shares 3 Est. Cost $245.51 Unrealized +27.2%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $21.91 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $85.02 Unrealized +15.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $73.00 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $262.44 Unrealized +1.9%
WU WESTERN UNION COMPANY 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.00 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.76 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $97.94 Unrealized +5.2%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $24.34 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.64 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $14.48 Unrealized 0.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $75.48 Unrealized 0.0%
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $64.96 Unrealized 0.0%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $1 Shares 111 Est. Cost $5.45 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 161 Est. Cost $4.91 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.80 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $1 Shares 1 Est. Cost $658.32 Unrealized
FXB INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST 0.0%
Value ($000) $1 Shares 5 Est. Cost $130.96 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $39.07 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.08 Unrealized +38.6%
WBD DISCOVERY HLDG CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $16.70 Unrealized -25.3%
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $61.68 Unrealized +1.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 66 Est. Cost $7.18 Unrealized +7.2%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $34.38 Unrealized
VUZI VUZIX CORP COM NEW 0.0%
Value ($000) $0 Shares 125 Est. Cost $4.53 Unrealized -2.1%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $159.19 Unrealized +19.3%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $136.02 Unrealized +47.0%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $5.75 Unrealized +139.5%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.87 Unrealized +26.7%
SACKS PARENTE GOLF INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $1.16 Unrealized
QMOM MOMENTUMSHARES US QUANTITATIVE MOMEMENTUM ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $45.77 Unrealized
BBBY OVERSTOCK COM INC DEL COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $22.45 Unrealized +19.9%
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 95 Est. Cost $12.09 Unrealized -54.1%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.31 Unrealized +27.5%
FXY CURRENCYSHARES JAPANESE YEN ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $88.11 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $109.33 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $8.29 Unrealized -28.8%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.44 Unrealized -4.8%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $249.29 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.68 Unrealized +12.8%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 320 Est. Cost $1.06 Unrealized
INNOVATE CORP COM 0.0%
Value ($000) $0 Shares 145 Est. Cost $2.97 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.38 Unrealized -17.4%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.83 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $164.40 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $144.76 Unrealized +33.5%
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
SPTL SPDR BARCLAYS CAPITAL LONG TERM TREASURIES 0.0%
Value ($000) $0 Shares 7 Est. Cost $26.14 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $46.32 Unrealized +0.7%
GWX SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $29.17 Unrealized
EWD ISHARES INC MSCI SWEDEN INDEX FD 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.39 Unrealized
RWO SPDR DJ GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.25 Unrealized
EWZ ISHARES MSCI BRAZIL INDEX FD ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.47 Unrealized
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $24.63 Unrealized
PRIMO WATER CORPORATION COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
FIVN FIVE9 INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $152.08 Unrealized -50.8%
SPIP SPDR BARCLAYS CAP TIPS CAPITAL TIPS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.43 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.85 Unrealized +23.9%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $187.30 Unrealized -24.4%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $30.44 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.00 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.69 Unrealized +60.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.13 Unrealized +0.6%
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.10 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.89 Unrealized 0.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $66.00 Unrealized
HYLN HYLIION HOLDINGS CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 55 Est. Cost $2.78 Unrealized -46.2%
SCHC SCHWAB INTL SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.77 Unrealized
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 150 Est. Cost $1.33 Unrealized
FWONK LIBERTY MEDIA CORP SERIES C 0.0%
Value ($000) $0 Shares 1 Est. Cost $62.00 Unrealized
ATARA BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 39 Est. Cost $1.49 Unrealized
FIS FIDELITY NATL INFO SVCS 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.55 Unrealized -11.7%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $9.63 Unrealized -57.2%
NDAQ NASDAQ STK MKT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $55.15 Unrealized -11.2%
RIG TRANSOCEAN 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.30 Unrealized +54.1%
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.59 Unrealized
FORESIGHT AUTONOMOUS HLDGS LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $2.17 Unrealized
CLEAN ENERGY TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $3.47 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $7.33 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $19.29 Unrealized -23.1%
WEWORK INC CL A NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.00 Unrealized
DNABW GINKGO BIOWORKS HOLDINGS INC WT EXP 091626 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.85 Unrealized +4.6%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.06 Unrealized -18.0%
ASENSUS SURGICAL INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.43 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $102.43 Unrealized -99.7%
MOBILE TELESYSTEMS PUB JT STK SPONSORED ADR 0.0%
Value ($000) $0 Shares 63 Est. Cost Unrealized
RAASY CLOOPEN GROUP HOLDING LIMITED ADS 0.0%
Value ($000) $0 Shares 7 Est. Cost $1.71 Unrealized