NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 6, 2025

Total Value ($000): $1,250,565 (100.0% shares, 0.0% debt)

Holdings (906)

VTI VANGUARD TOTAL STOCK MARKET ETF 8.1%
Value ($000) $101,248 Shares 357,783 Est. Cost $186.52 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 4.3%
Value ($000) $53,162 Shares 2,310,867 Est. Cost $35.48 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 3.7%
Value ($000) $46,090 Shares 825,634 Est. Cost $54.04 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 2.9%
Value ($000) $36,291 Shares 337,250 Est. Cost $81.54 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 2.7%
Value ($000) $33,635 Shares 539,800 Est. Cost $88.66 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 2.7%
Value ($000) $33,415 Shares 477,352 Est. Cost $60.86 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 2.6%
Value ($000) $32,591 Shares 630,394 Est. Cost $60.95 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 2.3%
Value ($000) $29,222 Shares 406,364 Est. Cost $81.49 Unrealized
SPY SPDR S&P 500 ETF 2.0%
Value ($000) $25,572 Shares 43,633 Est. Cost $177.48 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 1.9%
Value ($000) $23,935 Shares 98,428 Est. Cost $172.87 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 1.7%
Value ($000) $21,162 Shares 282,879 Est. Cost $60.43 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 1.7%
Value ($000) $20,940 Shares 324,000 Est. Cost $56.04 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 1.6%
Value ($000) $20,379 Shares 108,236 Est. Cost $156.69 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.6%
Value ($000) $20,231 Shares 85,117 Est. Cost $125.20 Unrealized +82.1%
FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 1.6%
Value ($000) $20,142 Shares 230,802 Est. Cost $73.79 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 1.5%
Value ($000) $18,577 Shares 81,739 Est. Cost $122.00 Unrealized
JNK SPDR HIGH YIELD BOND ETF 1.4%
Value ($000) $17,045 Shares 179,844 Est. Cost $100.18 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.3%
Value ($000) $16,619 Shares 347,533 Est. Cost $41.36 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 1.3%
Value ($000) $16,601 Shares 147,385 Est. Cost $105.12 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.3%
Value ($000) $15,931 Shares 309,285 Est. Cost $66.64 Unrealized
MBB ISHARES MBS BOND ETF 1.3%
Value ($000) $15,732 Shares 171,599 Est. Cost $98.08 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 1.2%
Value ($000) $14,779 Shares 112,169 Est. Cost $131.76 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 1.1%
Value ($000) $14,371 Shares 192,311 Est. Cost $84.62 Unrealized
UNM UNUM GROUP COM 1.1%
Value ($000) $13,492 Shares 187,851 Est. Cost $33.48 Unrealized +105.9%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 1.1%
Value ($000) $13,282 Shares 151,103 Est. Cost $49.51 Unrealized
IBM INTL BUSINESS MACHINES 1.0%
Value ($000) $13,059 Shares 60,146 Est. Cost $115.82 Unrealized +86.8%
CMI CUMMINS INC COM 1.0%
Value ($000) $12,589 Shares 36,388 Est. Cost $204.84 Unrealized +67.7%
AGG ISHARES AGGREGATE BOND ETF 1.0%
Value ($000) $12,437 Shares 128,349 Est. Cost $103.73 Unrealized
PKG PACKAGING CORP OF AMERICA 0.9%
Value ($000) $11,721 Shares 52,761 Est. Cost $110.62 Unrealized +103.0%
AAPL APPLE INC 0.9%
Value ($000) $11,567 Shares 46,192 Est. Cost $139.05 Unrealized +68.6%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.9%
Value ($000) $11,528 Shares 225,428 Est. Cost $43.35 Unrealized
SPHY SPDR SER TR SPDR BOFA MERRILL LYNCH CROSSOVER CORP BD ETF 0.8%
Value ($000) $10,450 Shares 445,232 Est. Cost $21.97 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.8%
Value ($000) $10,285 Shares 31,926 Est. Cost $191.49 Unrealized
KRE KBW REGIONAL BANKINGETF 0.8%
Value ($000) $9,632 Shares 159,595 Est. Cost $52.28 Unrealized
PRU PRUDENTIAL FINL INC 0.7%
Value ($000) $9,359 Shares 79,926 Est. Cost $73.13 Unrealized +59.6%
IP INTERNATIONAL PAPER CO COM 0.7%
Value ($000) $9,358 Shares 176,176 Est. Cost $33.82 Unrealized +51.8%
NORDSTROM INC COM 0.7%
Value ($000) $8,713 Shares 360,799 Est. Cost $21.22 Unrealized
UNILEVER PLC SPON ADR NEW 0.7%
Value ($000) $8,464 Shares 149,275 Est. Cost $50.30 Unrealized
FAF FIRST AMERICAN CORP 0.7%
Value ($000) $8,259 Shares 134,283 Est. Cost $47.93 Unrealized +30.6%
NVDA NVIDIA CORP 0.7%
Value ($000) $8,256 Shares 61,476 Est. Cost $106.66 Unrealized +29.2%
CF CF INDS HLDGS INC COM 0.7%
Value ($000) $8,203 Shares 96,145 Est. Cost $76.10 Unrealized +10.7%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.6%
Value ($000) $8,094 Shares 106,140 Est. Cost $53.32 Unrealized +51.3%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $8,009 Shares 63,978 Est. Cost $124.42 Unrealized -1.7%
CMS CMS ENERGY CORP COM 0.6%
Value ($000) $7,765 Shares 118,266 Est. Cost $55.35 Unrealized +20.2%
BBY BEST BUY INC 0.6%
Value ($000) $7,717 Shares 91,338 Est. Cost $70.83 Unrealized +21.2%
MMYT MAKEMYTRIP LIMITED MAURITIUS SHS 0.6%
Value ($000) $7,713 Shares 68,690 Est. Cost $78.37 Unrealized +36.7%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.6%
Value ($000) $7,529 Shares 228,226 Est. Cost $35.66 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.6%
Value ($000) $7,275 Shares 93,406 Est. Cost $77.89 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 0.6%
Value ($000) $7,133 Shares 170,934 Est. Cost $41.93 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $7,053 Shares 66,388 Est. Cost $78.44 Unrealized +38.7%
GRMN GARMIN LTD SHS 0.6%
Value ($000) $6,888 Shares 33,852 Est. Cost $93.95 Unrealized +104.8%
MSFT MICROSOFT 0.5%
Value ($000) $6,868 Shares 16,294 Est. Cost $306.06 Unrealized +38.0%
CVSA ADTALEM GLOBAL ED INC COM 0.5%
Value ($000) $6,758 Shares 74,384 Est. Cost $74.05 Unrealized +12.9%
FISV FISERV INC COM 0.5%
Value ($000) $6,756 Shares 32,891 Est. Cost $167.30 Unrealized +22.0%
SWK STANLEY BLACK & DECKER INC COM 0.5%
Value ($000) $6,695 Shares 84,760 Est. Cost $75.72 Unrealized +16.3%
MSM MSC INDL DIRECT INC CL A 0.5%
Value ($000) $6,616 Shares 89,717 Est. Cost $83.76 Unrealized -1.6%
NOW SERVICENOW INC COM 0.5%
Value ($000) $6,559 Shares 6,187 Est. Cost $166.20 Unrealized +21.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $6,520 Shares 148,053 Est. Cost $43.22 Unrealized
GAP GAP INC 0.5%
Value ($000) $6,489 Shares 274,619 Est. Cost $15.58 Unrealized +40.9%
RBLX ROBLOX CORP CL A 0.5%
Value ($000) $6,484 Shares 112,056 Est. Cost $42.17 Unrealized +19.3%
TD TORONTO DOMINION BANK 0.5%
Value ($000) $6,453 Shares 122,940 Est. Cost $59.62 Unrealized -5.9%
AMGN AMGEN INC 0.5%
Value ($000) $6,429 Shares 24,947 Est. Cost $190.11 Unrealized +50.5%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $6,393 Shares 17,622 Est. Cost $274.14 Unrealized +39.3%
CSCO CISCO SYS INC 0.5%
Value ($000) $6,362 Shares 108,729 Est. Cost $38.18 Unrealized +45.0%
LCII LCI INDS COM 0.5%
Value ($000) $6,359 Shares 61,506 Est. Cost $108.21 Unrealized +1.2%
KHC KRAFT HEINZ CO COM 0.5%
Value ($000) $6,194 Shares 204,394 Est. Cost $31.47 Unrealized -2.6%
HP HELMERICH & PAYNE INC COM 0.5%
Value ($000) $6,184 Shares 193,130 Est. Cost $37.87 Unrealized -10.4%
MRK MERCK & CO INC 0.5%
Value ($000) $6,181 Shares 63,370 Est. Cost $78.53 Unrealized +25.7%
STX SEAGATE TECHNOLOGY 0.5%
Value ($000) $6,131 Shares 71,830 Est. Cost $75.91 Unrealized +29.3%
AMZN AMAZON.COM INC 0.5%
Value ($000) $5,920 Shares 26,982 Est. Cost $203.19 Unrealized +0.7%
TROW PRICE T ROWE GROUP INC COM 0.5%
Value ($000) $5,911 Shares 53,088 Est. Cost $104.03 Unrealized +4.8%
CM CANADIAN IMPERIAL BK COMM COM 0.5%
Value ($000) $5,850 Shares 92,521 Est. Cost $61.55 Unrealized 0.0%
PEP PEPSICO INC COM 0.5%
Value ($000) $5,785 Shares 38,574 Est. Cost $128.14 Unrealized +22.2%
HYD MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.5%
Value ($000) $5,650 Shares 108,848 Est. Cost $60.72 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $5,626 Shares 50,037 Est. Cost $78.11 Unrealized +56.2%
HPQ HP INC COM 0.4%
Value ($000) $5,562 Shares 173,153 Est. Cost $19.90 Unrealized +71.9%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.4%
Value ($000) $5,509 Shares 51,702 Est. Cost $107.96 Unrealized
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $5,426 Shares 18,282 Est. Cost $283.58 Unrealized 0.0%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.4%
Value ($000) $5,411 Shares 134,426 Est. Cost $35.58 Unrealized
EWC ISHARES MSCI CANADA INDEX 0.4%
Value ($000) $5,356 Shares 136,862 Est. Cost $34.68 Unrealized
SNY SANOFI SA 0.4%
Value ($000) $5,293 Shares 111,100 Est. Cost $47.46 Unrealized
CASY CASEYS GEN STORES INC COM 0.4%
Value ($000) $5,207 Shares 13,141 Est. Cost $373.07 Unrealized +7.4%
LYB LYONDELLBASELL 0.4%
Value ($000) $5,188 Shares 70,793 Est. Cost $67.86 Unrealized +11.5%
SCCO SOUTHERN PERU COPPER CORP 0.4%
Value ($000) $5,142 Shares 57,302 Est. Cost $65.63 Unrealized +49.5%
EFA ISHARES MSCI EAFE ETF 0.4%
Value ($000) $5,141 Shares 67,995 Est. Cost $61.63 Unrealized
INDA ISHARES MSCI INDIA ETF 0.4%
Value ($000) $5,122 Shares 100,216 Est. Cost $44.50 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $5,101 Shares 55,931 Est. Cost $58.28 Unrealized +49.3%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $4,743 Shares 107,062 Est. Cost $63.94 Unrealized -16.1%
CTAS CINTAS CORP 0.4%
Value ($000) $4,425 Shares 24,222 Est. Cost $208.34 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $4,411 Shares 36,440 Est. Cost $76.31 Unrealized +69.2%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.4%
Value ($000) $4,398 Shares 58,816 Est. Cost $74.78 Unrealized
DOC HEALTH CARE PPTY INVS INC 0.3%
Value ($000) $4,256 Shares 213,214 Est. Cost $22.69 Unrealized -11.2%
BXP BOSTON PPTYS INC 0.3%
Value ($000) $4,063 Shares 54,636 Est. Cost $66.51 Unrealized +14.7%
PFE PFIZER INC COM 0.3%
Value ($000) $4,052 Shares 154,655 Est. Cost $31.03 Unrealized -19.1%
PIZ POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT 0.3%
Value ($000) $4,032 Shares 111,032 Est. Cost $31.59 Unrealized
MHO M/I HOMES INC COM 0.3%
Value ($000) $4,022 Shares 30,252 Est. Cost $151.97 Unrealized +3.6%
EPS WISDOMTREE U.S. LARGECAP FUND 0.3%
Value ($000) $3,986 Shares 65,153 Est. Cost $46.81 Unrealized
ENR ENERGIZER HLDGS INC NEW COM 0.3%
Value ($000) $3,783 Shares 108,436 Est. Cost $32.32 Unrealized 0.0%
PIE POWERSHARES DWA EMERGING MARKETS 0.3%
Value ($000) $3,660 Shares 190,425 Est. Cost $19.49 Unrealized
WPC WP CAREY INC COM 0.3%
Value ($000) $3,581 Shares 65,729 Est. Cost $62.36 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.3%
Value ($000) $3,475 Shares 14,988 Est. Cost $149.78 Unrealized +22.1%
DWM WISDOMTREE DIVIDEND EFA INDEX ETF 0.3%
Value ($000) $3,338 Shares 63,350 Est. Cost $52.05 Unrealized
IAU ISHARES GOLD TRUST ETF 0.2%
Value ($000) $2,517 Shares 50,838 Est. Cost $34.06 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $2,486 Shares 18,688 Est. Cost $115.65 Unrealized +18.2%
EES WISDOMTREE U.S. SMALLCAP FUND 0.2%
Value ($000) $2,307 Shares 42,778 Est. Cost $49.02 Unrealized
EZM WISDOMTREE U.S. MIDCAP FUND 0.2%
Value ($000) $2,242 Shares 35,868 Est. Cost $51.22 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 0.2%
Value ($000) $2,070 Shares 74,822 Est. Cost $26.20 Unrealized
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.1%
Value ($000) $1,807 Shares 18,465 Est. Cost $97.18 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $1,720 Shares 132,391 Est. Cost $18.07 Unrealized
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX 0.1%
Value ($000) $1,683 Shares 11,765 Est. Cost $139.89 Unrealized
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.1%
Value ($000) $1,573 Shares 16,791 Est. Cost $92.39 Unrealized
EWI ISHARES MSCI ITALY ETF 0.1%
Value ($000) $1,538 Shares 42,768 Est. Cost $34.00 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.1%
Value ($000) $1,383 Shares 27,742 Est. Cost $49.98 Unrealized
EPOL ISHARES MSCI ETF POLAND INVESTABLE MARKET 0.1%
Value ($000) $1,321 Shares 63,285 Est. Cost $23.53 Unrealized
EPU ISHARES TR MSCI PERU CAP 0.1%
Value ($000) $1,315 Shares 33,205 Est. Cost $40.66 Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.1%
Value ($000) $1,288 Shares 16,718 Est. Cost $77.05 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $1,130 Shares 22,286 Est. Cost $50.49 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $1,128 Shares 13,938 Est. Cost $63.72 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND 0.1%
Value ($000) $1,119 Shares 21,956 Est. Cost $42.21 Unrealized
DEM WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF 0.1%
Value ($000) $1,098 Shares 27,128 Est. Cost $41.42 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,015 Shares 8,404 Est. Cost $97.09 Unrealized +21.2%
IHY VANECK INTERNATIONAL HIGH YIELD BOND ETF 0.1%
Value ($000) $1,011 Shares 49,354 Est. Cost $22.57 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $996 Shares 23,184 Est. Cost $50.01 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.1%
Value ($000) $969 Shares 38,055 Est. Cost $25.21 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.1%
Value ($000) $966 Shares 83,747 Est. Cost $13.70 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $960 Shares 15,195 Est. Cost $70.46 Unrealized
LII LENNOX INTL INC COM 0.1%
Value ($000) $931 Shares 1,528 Est. Cost $453.26 Unrealized +36.4%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $891 Shares 20,532 Est. Cost $39.72 Unrealized +6.6%
CTRE CARETRUST REIT INC COM 0.1%
Value ($000) $872 Shares 32,230 Est. Cost $30.68 Unrealized
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $844 Shares 38,562 Est. Cost $14.25 Unrealized +36.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $813 Shares 3,599 Est. Cost $202.18 Unrealized +0.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $803 Shares 3,821 Est. Cost $206.93 Unrealized +13.3%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $797 Shares 2,807 Est. Cost $288.06 Unrealized 0.0%
QQQ POWERSHARES QQQ TR 0.1%
Value ($000) $786 Shares 1,538 Est. Cost $511.23 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $751 Shares 12,578 Est. Cost $66.83 Unrealized -4.8%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $720 Shares 3,780 Est. Cost $173.23 Unrealized +1.4%
QHY WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND 0.1%
Value ($000) $697 Shares 15,449 Est. Cost $47.37 Unrealized
TRI THOMSON REUTERS CORPORATION (USA) 0.1%
Value ($000) $695 Shares 4,335 Est. Cost $158.69 Unrealized +2.0%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.1%
Value ($000) $667 Shares 13,256 Est. Cost $50.28 Unrealized
LEN LENNAR CORP CL A 0.1%
Value ($000) $659 Shares 4,832 Est. Cost $164.09 Unrealized -2.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $649 Shares 12,950 Est. Cost $49.83 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $627 Shares 12,293 Est. Cost $53.84 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $542 Shares 15,782 Est. Cost $30.15 Unrealized
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $515 Shares 874 Est. Cost $437.41 Unrealized
QSIG WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND 0.0%
Value ($000) $497 Shares 10,339 Est. Cost $48.88 Unrealized
EMCB WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND 0.0%
Value ($000) $487 Shares 7,506 Est. Cost $67.74 Unrealized
QIG WISDOMTREE U.S. CORPORATE BOND FUND 0.0%
Value ($000) $485 Shares 11,054 Est. Cost $44.68 Unrealized
MLN MARKET VECTORS - AMT FREE MUNI 0.0%
Value ($000) $481 Shares 26,908 Est. Cost $21.23 Unrealized
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $479 Shares 11,160 Est. Cost $47.15 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $473 Shares 9,382 Est. Cost $50.71 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $442 Shares 1,077 Est. Cost $386.17 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $430 Shares 2,941 Est. Cost $175.37 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $427 Shares 2,520 Est. Cost $169.30 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $407 Shares 9,406 Est. Cost $45.65 Unrealized
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.0%
Value ($000) $406 Shares 17,199 Est. Cost $26.45 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $375 Shares 13,542 Est. Cost $46.17 Unrealized
RVNU DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD 0.0%
Value ($000) $324 Shares 12,841 Est. Cost $26.63 Unrealized
GOOGL GOOGLE INC 0.0%
Value ($000) $306 Shares 1,615 Est. Cost $157.22 Unrealized +10.8%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $289 Shares 2,843 Est. Cost $101.53 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $279 Shares 15,096 Est. Cost $35.89 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $246 Shares 4,188 Est. Cost $64.60 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $224 Shares 1,384 Est. Cost $161.68 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $219 Shares 407 Est. Cost $538.34 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $187 Shares 737 Est. Cost $253.37 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $179 Shares 2,483 Est. Cost $85.67 Unrealized -12.5%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $178 Shares 3,018 Est. Cost $59.14 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $162 Shares 276 Est. Cost $512.43 Unrealized +14.1%
TSLA TESLA INC COM 0.0%
Value ($000) $156 Shares 387 Est. Cost $287.48 Unrealized +11.9%
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $155 Shares 1,545 Est. Cost $100.34 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $147 Shares 350 Est. Cost $427.80 Unrealized +4.9%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $143 Shares 185 Est. Cost $566.70 Unrealized +44.9%
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.0%
Value ($000) $139 Shares 1,218 Est. Cost $114.53 Unrealized
AOM ISHARES TR S&P MODERATE ALLOCATION FD 0.0%
Value ($000) $125 Shares 2,880 Est. Cost $43.44 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $97 Shares 1,385 Est. Cost $63.70 Unrealized +4.7%
ABBV ABBVIE INC COM 0.0%
Value ($000) $94 Shares 531 Est. Cost $177.32 Unrealized +0.1%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $94 Shares 727 Est. Cost $87.88 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $92 Shares 552 Est. Cost $168.41 Unrealized +5.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $91 Shares 201 Est. Cost $430.02 Unrealized +7.4%
WMT WALMART INC COM 0.0%
Value ($000) $89 Shares 990 Est. Cost $74.99 Unrealized +14.4%
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value ($000) $75 Shares 14,676 Est. Cost $4.31 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $73 Shares 363 Est. Cost $143.24 Unrealized +47.4%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.0%
Value ($000) $64 Shares 326 Est. Cost $185.51 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value ($000) $64 Shares 123 Est. Cost $421.20 Unrealized +23.7%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $59 Shares 1,338 Est. Cost $42.83 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $57 Shares 133 Est. Cost $403.06 Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $51 Shares 1,215 Est. Cost $43.24 Unrealized 0.0%
ADBE ADOBE SYS INC 0.0%
Value ($000) $51 Shares 114 Est. Cost $544.72 Unrealized -9.1%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $49 Shares 199 Est. Cost $145.72 Unrealized +97.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $49 Shares 55 Est. Cost $67.11 Unrealized +22.6%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $48 Shares 287 Est. Cost $118.82 Unrealized +45.4%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $48 Shares 193 Est. Cost $209.29 Unrealized +16.6%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $46 Shares 3,000 Est. Cost $9.40 Unrealized +38.2%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $46 Shares 139 Est. Cost $211.36 Unrealized +47.6%
SPDW SPDR S&P WORLD EX-US 0.0%
Value ($000) $45 Shares 1,316 Est. Cost $34.13 Unrealized
VO VANGUARD MID CAP 0.0%
Value ($000) $45 Shares 170 Est. Cost $264.13 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $42 Shares 290 Est. Cost $146.43 Unrealized +2.2%
HD HOME DEPOT 0.0%
Value ($000) $40 Shares 102 Est. Cost $361.62 Unrealized +9.9%
GUTS FRACTYL HEALTH INC COM 0.0%
Value ($000) $39 Shares 18,943 Est. Cost $3.26 Unrealized -28.7%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $37 Shares 3,930 Est. Cost $76.96 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $14.26 Unrealized +178.3%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $37 Shares 606 Est. Cost $67.82 Unrealized +5.3%
V VISA INC 0.0%
Value ($000) $35 Shares 111 Est. Cost $298.33 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $33 Shares 2,815 Est. Cost $41.38 Unrealized -45.5%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $32 Shares 35 Est. Cost $880.12 Unrealized +4.8%
MMSI MERIT MEDICAL SYSTEMS INC 0.0%
Value ($000) $32 Shares 334 Est. Cost $99.66 Unrealized 0.0%
AX BOFI HLDG INC 0.0%
Value ($000) $31 Shares 446 Est. Cost $73.01 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $28 Shares 544 Est. Cost $52.22 Unrealized
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $28 Shares 195 Est. Cost $65.00 Unrealized +130.4%
CRM SALESFORCE INC COM 0.0%
Value ($000) $27 Shares 82 Est. Cost $249.06 Unrealized +27.2%
ABT ABBOTT LABS COM 0.0%
Value ($000) $27 Shares 239 Est. Cost $100.20 Unrealized +13.1%
INTU INTUIT INC 0.0%
Value ($000) $27 Shares 43 Est. Cost $622.80 Unrealized +1.9%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $27 Shares 654 Est. Cost $40.67 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $26 Shares 50 Est. Cost $514.68 Unrealized 0.0%
F FORD MOTOR COMPANY 0.0%
Value ($000) $26 Shares 10,098 Est. Cost $10.69 Unrealized -7.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $26 Shares 89 Est. Cost $243.85 Unrealized +18.1%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $26 Shares 155 Est. Cost $162.27 Unrealized +2.1%
BLK BLACKROCK INC 0.0%
Value ($000) $26 Shares 25 Est. Cost $894.53 Unrealized +10.8%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $25 Shares 50 Est. Cost $552.89 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $25 Shares 206 Est. Cost $94.45 Unrealized +27.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $24 Shares 201 Est. Cost $154.11 Unrealized -6.6%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $24 Shares 224 Est. Cost $92.50 Unrealized +21.5%
SPLB SPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETF 0.0%
Value ($000) $23 Shares 1,048 Est. Cost $24.16 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $23 Shares 101 Est. Cost $200.70 Unrealized +1.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $22 Shares 48 Est. Cost $423.95 Unrealized +10.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $22 Shares 100 Est. Cost $202.89 Unrealized
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $22 Shares 338 Est. Cost $65.08 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $22 Shares 140 Est. Cost $139.42 Unrealized +14.4%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $21 Shares 126 Est. Cost $175.85 Unrealized 0.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $20 Shares 157 Est. Cost $84.80 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $20 Shares 208 Est. Cost $96.53 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $20 Shares 235 Est. Cost $149.62 Unrealized -43.9%
XYL XYLEM INC COM 0.0%
Value ($000) $20 Shares 169 Est. Cost $65.71 Unrealized +89.8%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $19 Shares 67 Est. Cost $218.71 Unrealized +32.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $19 Shares 37 Est. Cost $547.53 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $19 Shares 171 Est. Cost $101.20 Unrealized +2.3%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $19 Shares 177 Est. Cost $116.44 Unrealized -9.0%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 1,222 Est. Cost $15.39 Unrealized 0.0%
RUN SUNRUN INC COM 0.0%
Value ($000) $16 Shares 1,682 Est. Cost $12.42 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $15 Shares 132 Est. Cost $77.55 Unrealized +54.9%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $15 Shares 700 Est. Cost $20.00 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $15 Shares 41 Est. Cost $342.18 Unrealized +7.1%
C CITIGROUP INC 0.0%
Value ($000) $15 Shares 209 Est. Cost $58.36 Unrealized +12.0%
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.0%
Value ($000) $14 Shares 50 Est. Cost $262.54 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $14 Shares 40 Est. Cost $354.74 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $14 Shares 155 Est. Cost $69.25 Unrealized +15.3%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $14 Shares 138 Est. Cost $66.22 Unrealized +46.2%
WELL HEALTH CARE REIT INC 0.0%
Value ($000) $13 Shares 106 Est. Cost $77.75 Unrealized +65.5%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $13 Shares 154 Est. Cost $101.25 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $13 Shares 12 Est. Cost $494.26 Unrealized +125.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 179 Est. Cost $70.28 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $13 Shares 203 Est. Cost $37.61 Unrealized +65.9%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $13 Shares 571 Est. Cost $21.92 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $100.05 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $12 Shares 1,969 Est. Cost $35.49 Unrealized +11.0%
STT STATE STR CORP COM 0.0%
Value ($000) $12 Shares 120 Est. Cost $72.09 Unrealized +26.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $12 Shares 49 Est. Cost $231.96 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $12 Shares 359 Est. Cost $26.03 Unrealized +21.8%
UPWK UPWORK INC COM 0.0%
Value ($000) $12 Shares 705 Est. Cost $10.43 Unrealized +38.1%
AFL AFLAC INC COM 0.0%
Value ($000) $11 Shares 111 Est. Cost $59.51 Unrealized +78.8%
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $11 Shares 96 Est. Cost $118.27 Unrealized 0.0%
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.02 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $11 Shares 174 Est. Cost $63.09 Unrealized 0.0%
STC STEWART INFORMATION SVCS CORP COM 0.0%
Value ($000) $11 Shares 160 Est. Cost $45.23 Unrealized +58.1%
MXL MAXLINEAR INC COM 0.0%
Value ($000) $11 Shares 539 Est. Cost $16.05 Unrealized 0.0%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $10 Shares 163 Est. Cost $63.86 Unrealized
CREE INC 0.0%
Value ($000) $10 Shares 1,528 Est. Cost $6.66 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.0%
Value ($000) $10 Shares 118 Est. Cost $128.60 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $10 Shares 110 Est. Cost $87.41 Unrealized +6.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $10 Shares 134 Est. Cost $30.69 Unrealized +89.8%
SITM SITIME CORP COM 0.0%
Value ($000) $10 Shares 47 Est. Cost $203.63 Unrealized 0.0%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $10 Shares 159 Est. Cost $62.65 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 2 Est. Cost $4764.13 Unrealized 0.0%
ESNT ESSENT GROUP LTD COM 0.0%
Value ($000) $10 Shares 180 Est. Cost $39.15 Unrealized +46.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $10 Shares 17 Est. Cost $544.86 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value ($000) $10 Shares 42 Est. Cost $243.95 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $193.15 Unrealized 0.0%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $9 Shares 48 Est. Cost $194.60 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $9 Shares 64 Est. Cost $145.50 Unrealized 0.0%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $9 Shares 295 Est. Cost $24.43 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 877 Est. Cost $10.07 Unrealized
RDY DR REDDYS LABS LTD ADR 0.0%
Value ($000) $9 Shares 558 Est. Cost $15.79 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $9 Shares 116 Est. Cost $73.82 Unrealized 0.0%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $9 Shares 1,090 Est. Cost $6.78 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $9 Shares 99 Est. Cost $68.30 Unrealized +38.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $8 Shares 95 Est. Cost $88.03 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $413.99 Unrealized 0.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $8 Shares 123 Est. Cost $79.35 Unrealized 0.0%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $49.09 Unrealized
MRC GLOBAL INC COM 0.0%
Value ($000) $8 Shares 655 Est. Cost $11.01 Unrealized
GEN SYMANTEC CORP 0.0%
Value ($000) $8 Shares 302 Est. Cost $25.45 Unrealized +10.8%
T AT&T INC COM 0.0%
Value ($000) $8 Shares 362 Est. Cost $21.49 Unrealized +0.1%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $8 Shares 451 Est. Cost $21.75 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $8 Shares 140 Est. Cost $57.12 Unrealized +1.6%
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $8 Shares 267 Est. Cost $29.86 Unrealized
BSV VANGUARD SHORT TERM BOND 0.0%
Value ($000) $8 Shares 103 Est. Cost $76.06 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $8 Shares 167 Est. Cost $31.10 Unrealized +49.0%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $8 Shares 71 Est. Cost $102.84 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $8 Shares 34 Est. Cost $230.22 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $8 Shares 27 Est. Cost $276.08 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $8 Shares 37 Est. Cost $222.56 Unrealized 0.0%
WTBA WEST BANCORPORATION INC CAP STK 0.0%
Value ($000) $8 Shares 355 Est. Cost $22.03 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $8 Shares 31 Est. Cost $261.54 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $8 Shares 11 Est. Cost $693.09 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $8 Shares 126 Est. Cost $48.81 Unrealized +19.5%
BA BOEING CO COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $156.93 Unrealized 0.0%
RPD RAPID7 INC COM 0.0%
Value ($000) $7 Shares 186 Est. Cost $40.57 Unrealized 0.0%
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 445 Est. Cost $20.23 Unrealized 0.0%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $7 Shares 60 Est. Cost $117.86 Unrealized 0.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 150 Est. Cost $48.83 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $188.91 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 215 Est. Cost $35.63 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $7 Shares 1,120 Est. Cost $6.49 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $7 Shares 104 Est. Cost $69.34 Unrealized 0.0%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 159 Est. Cost $45.42 Unrealized
CNMD CONMED CORP COM 0.0%
Value ($000) $7 Shares 104 Est. Cost $68.76 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $7 Shares 71 Est. Cost $102.31 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $503.12 Unrealized 0.0%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $7 Shares 177 Est. Cost $45.89 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $7 Shares 21 Est. Cost $347.11 Unrealized 0.0%
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $7 Shares 425 Est. Cost $23.47 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $118.27 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $7 Shares 1,570 Est. Cost $49.85 Unrealized +69.5%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $7 Shares 380 Est. Cost $20.63 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $7 Shares 32 Est. Cost $216.79 Unrealized 0.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $7 Shares 89 Est. Cost $76.48 Unrealized 0.0%
TOTAL SA ADR 0.0%
Value ($000) $7 Shares 122 Est. Cost $54.50 Unrealized
E ENI S P A COMMON STOCK 0.0%
Value ($000) $7 Shares 241 Est. Cost $27.36 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $7 Shares 34 Est. Cost $160.49 Unrealized +18.0%
AZN ASTRAZENECA PLC- SPONS ADR 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.52 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $112.22 Unrealized +59.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $7 Shares 115 Est. Cost $52.58 Unrealized 0.0%
BWXT BABCOCK COMMON STOCK 0.0%
Value ($000) $6 Shares 58 Est. Cost $59.00 Unrealized +105.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $6 Shares 134 Est. Cost $46.63 Unrealized 0.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 167 Est. Cost $38.37 Unrealized
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $6 Shares 1,792 Est. Cost $3.54 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $6 Shares 88 Est. Cost $75.03 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $6 Shares 10 Est. Cost $669.07 Unrealized 0.0%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $61.49 Unrealized +0.5%
TCOM CTRIP.COM INTL LTD AMERICAN DEP SHS 0.0%
Value ($000) $6 Shares 91 Est. Cost $68.66 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $223.42 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $6 Shares 57 Est. Cost $37.05 Unrealized +191.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 205 Est. Cost $29.56 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $6 Shares 33 Est. Cost $170.68 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $6 Shares 187 Est. Cost $26.35 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $6 Shares 74 Est. Cost $84.78 Unrealized +0.1%
KKR KKR & CO LP 0.0%
Value ($000) $6 Shares 39 Est. Cost $145.82 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $6 Shares 19 Est. Cost $290.70 Unrealized 0.0%
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $6 Shares 33 Est. Cost $168.78 Unrealized 0.0%
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $6 Shares 156 Est. Cost $36.32 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $6 Shares 45 Est. Cost $119.51 Unrealized 0.0%
EQIX EQUINIX INC COM 0.0%
Value ($000) $6 Shares 6 Est. Cost $897.54 Unrealized 0.0%
KELLANOVA COM 0.0%
Value ($000) $6 Shares 1,897 Est. Cost $53.72 Unrealized +45.5%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $409.27 Unrealized 0.0%
ACMR ACM RESH INC COM CL A 0.0%
Value ($000) $5 Shares 360 Est. Cost $22.89 Unrealized -21.1%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $5 Shares 19 Est. Cost $265.78 Unrealized +2.2%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $5 Shares 58 Est. Cost $70.02 Unrealized +39.0%
NTCT NETSCOUT SYS INC COM 0.0%
Value ($000) $5 Shares 244 Est. Cost $33.55 Unrealized -35.4%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $5 Shares 140 Est. Cost $39.99 Unrealized 0.0%
EWN ISHARES INC MSCI NETHERLANDS INDEX FD 0.0%
Value ($000) $5 Shares 118 Est. Cost $50.86 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $5 Shares 11 Est. Cost $473.16 Unrealized 0.0%
RIO RIO TINTO PLC SPON ADR 0.0%
Value ($000) $5 Shares 88 Est. Cost $58.81 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $5 Shares 53 Est. Cost $97.30 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $5 Shares 9 Est. Cost $557.26 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $5 Shares 4 Est. Cost $1229.53 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $93.07 Unrealized 0.0%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value ($000) $5 Shares 216 Est. Cost $29.95 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $528.25 Unrealized -1.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $5 Shares 39 Est. Cost $119.02 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $5 Shares 14 Est. Cost $332.51 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $225.20 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $5 Shares 79 Est. Cost $60.27 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 56 Est. Cost $84.79 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 4 Est. Cost $80.63 Unrealized 0.0%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $308.89 Unrealized +4.0%
ADSK AUTODESK INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $295.42 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $5 Shares 37 Est. Cost $127.14 Unrealized
TEL TE CONNECTIVITY LTD 0.0%
Value ($000) $5 Shares 32 Est. Cost $146.82 Unrealized 0.0%
MMM 3M CO COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $128.38 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $121.53 Unrealized 0.0%
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value ($000) $5 Shares 104 Est. Cost $43.36 Unrealized
ICE INTERCONTINENTALEXCHINTL 0.0%
Value ($000) $4 Shares 30 Est. Cost $156.24 Unrealized 0.0%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $4 Shares 18 Est. Cost $246.22 Unrealized
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $4 Shares 19 Est. Cost $218.15 Unrealized 0.0%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $54.69 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 57 Est. Cost $84.18 Unrealized
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $4 Shares 169 Est. Cost $26.52 Unrealized 0.0%
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $219.66 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.0%
Value ($000) $4 Shares 356 Est. Cost $11.72 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $4 Shares 54 Est. Cost $76.85 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $4 Shares 27 Est. Cost $145.12 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $4 Shares 11 Est. Cost $393.53 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $257.33 Unrealized 0.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $109.18 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $4 Shares 22 Est. Cost $198.35 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS IN 0.0%
Value ($000) $4 Shares 10 Est. Cost $463.53 Unrealized 0.0%
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 0.0%
Value ($000) $4 Shares 276 Est. Cost $14.49 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $165.60 Unrealized 0.0%
PBR/A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 0.0%
Value ($000) $4 Shares 334 Est. Cost $11.84 Unrealized
ITRN ITURAN LOCATION AND CONTROL SHS 0.0%
Value ($000) $4 Shares 125 Est. Cost $28.41 Unrealized 0.0%
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $4 Shares 126 Est. Cost $32.47 Unrealized 0.0%
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value ($000) $4 Shares 103 Est. Cost $37.65 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $161.18 Unrealized 0.0%
FUL FULLER H B CO COM 0.0%
Value ($000) $4 Shares 57 Est. Cost $73.60 Unrealized 0.0%
EXPRO GROUP HOLDINGS NV COM 0.0%
Value ($000) $4 Shares 307 Est. Cost $22.92 Unrealized
IX ORIX CORPORATION SPONS ADR SPONSORED ADR C 0.0%
Value ($000) $4 Shares 36 Est. Cost $106.22 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $4 Shares 29 Est. Cost $134.70 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $56.95 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $69.99 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $75.52 Unrealized 0.0%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $4 Shares 23 Est. Cost $176.35 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $216.25 Unrealized 0.0%
BMO BANK OF MONTREAL 0.0%
Value ($000) $4 Shares 38 Est. Cost $91.05 Unrealized 0.0%
DISCOVER FINANCIAL SERVICES LLC 0.0%
Value ($000) $4 Shares 21 Est. Cost $173.24 Unrealized
BN BROOKFIELD ASSET MGMT INC COM VOTING 0.0%
Value ($000) $4 Shares 63 Est. Cost $37.41 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $4 Shares 38 Est. Cost $88.94 Unrealized 0.0%
HSBC HSBC HOLDINGS PLC SPONS ADR 0.0%
Value ($000) $4 Shares 72 Est. Cost $49.46 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $171.20 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $103.86 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $210.89 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $80.65 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $245.53 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $110.17 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $49.25 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $3 Shares 18 Est. Cost $192.50 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $157.88 Unrealized -0.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $369.58 Unrealized 0.0%
L LOEWS CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $82.15 Unrealized 0.0%
STAG STAG INDL INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.82 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $57.34 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $247.76 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $266.73 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $123.33 Unrealized 0.0%
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.0%
Value ($000) $3 Shares 64 Est. Cost $46.82 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $93.94 Unrealized 0.0%
CBRE CBRE GROUP INC A 0.0%
Value ($000) $3 Shares 25 Est. Cost $130.93 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $3 Shares 17 Est. Cost $189.83 Unrealized 0.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $3 Shares 54 Est. Cost $62.36 Unrealized 0.0%
A AGILENT TECH INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $135.90 Unrealized 0.0%
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value ($000) $3 Shares 33 Est. Cost $97.00 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $655.15 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $3 Shares 16 Est. Cost $163.92 Unrealized
BKR BAKER HUGHES INC 0.0%
Value ($000) $3 Shares 77 Est. Cost $39.41 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $544.39 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $3 Shares 11 Est. Cost $271.73 Unrealized 0.0%
NDAQ NASDAQ STK MKT INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $76.22 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $326.48 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $73.94 Unrealized 0.0%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $311.40 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.94 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $3 Shares 235 Est. Cost $14.82 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $591.72 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $543.94 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $3 Shares 132 Est. Cost $24.55 Unrealized 0.0%
VST VISTRA CORP COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $137.88 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $438.63 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $47.42 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $69.96 Unrealized 0.0%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $51.75 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $834.60 Unrealized 0.0%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $79.25 Unrealized 0.0%
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value ($000) $3 Shares 121 Est. Cost $25.98 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $3 Shares 9 Est. Cost $302.48 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $492.97 Unrealized 0.0%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $217.77 Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $3 Shares 77 Est. Cost $31.47 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $119.15 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $466.01 Unrealized 0.0%
BIDU BAIDU COM ADR 0.0%
Value ($000) $3 Shares 33 Est. Cost $84.30 Unrealized
HTBK HERITAGE COMM CORP COM 0.0%
Value ($000) $3 Shares 295 Est. Cost $13.45 Unrealized -25.1%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $3 Shares 26 Est. Cost $97.26 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $281.36 Unrealized 0.0%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $168.67 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 8 Est. Cost $361.54 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $74.39 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $75.52 Unrealized 0.0%
TRST TRUSTCO BK CORP N Y COM NEW 0.0%
Value ($000) $3 Shares 81 Est. Cost $33.12 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $58.42 Unrealized 0.0%
ENLT ENLIGHT RENEWABLE ENERGY LTD SHS 0.0%
Value ($000) $3 Shares 155 Est. Cost $16.09 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $3 Shares 5 Est. Cost $485.84 Unrealized +8.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $281.95 Unrealized 0.0%
EQNR STATOIL ASA SPONSORED ADR CMN 0.0%
Value ($000) $3 Shares 111 Est. Cost $23.69 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $199.18 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $304.00 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVESOFTWRE 0.0%
Value ($000) $3 Shares 14 Est. Cost $173.43 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $3 Shares 23 Est. Cost $106.96 Unrealized 0.0%
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $46.75 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $42.94 Unrealized 0.0%
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $3 Shares 74 Est. Cost $34.68 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $217.77 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $3 Shares 29 Est. Cost $84.33 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $84.97 Unrealized 0.0%
RMD RESMED INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $238.44 Unrealized 0.0%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $239.08 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $74.04 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $64.08 Unrealized 0.0%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $359.29 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $276.10 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $2 Shares 88 Est. Cost $30.08 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 34 Est. Cost $73.28 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $44.64 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $1304.80 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $180.78 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $2 Shares 11 Est. Cost $231.32 Unrealized 0.0%
UBS UBS AG NEW F 0.0%
Value ($000) $2 Shares 80 Est. Cost $31.70 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $53.01 Unrealized 0.0%
YUM YUM! BRANDS INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $132.27 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $204.32 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $32.57 Unrealized 0.0%
EQT EQT CORP COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $40.68 Unrealized 0.0%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $2 Shares 85 Est. Cost $28.52 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $327.46 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $172.88 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $716.72 Unrealized 0.0%
LFUS LITTELFUSE INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $249.42 Unrealized 0.0%
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $2 Shares 10 Est. Cost $248.46 Unrealized 0.0%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $57.33 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $2 Shares 29 Est. Cost $83.84 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 175 Est. Cost $13.24 Unrealized
CP CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $2 Shares 32 Est. Cost $76.44 Unrealized 0.0%
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $27.84 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $123.44 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $33.84 Unrealized 0.0%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $2 Shares 60 Est. Cost $44.04 Unrealized 0.0%
CTRA CABOT OIL & GAS CP COM 0.0%
Value ($000) $2 Shares 89 Est. Cost $23.92 Unrealized 0.0%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $144.99 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $193.06 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $114.81 Unrealized 0.0%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $160.50 Unrealized
WF WOORI FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 71 Est. Cost $31.25 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $2 Shares 73 Est. Cost $30.08 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $2 Shares 148 Est. Cost $22.25 Unrealized -29.2%
PTC PTC INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $189.60 Unrealized 0.0%
NOV NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $2 Shares 151 Est. Cost $15.62 Unrealized 0.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.70 Unrealized +15.3%
CHAMPIONX CORPORATION COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $27.19 Unrealized
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $45.08 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $180.74 Unrealized 0.0%
TXT TEXTRON INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $83.66 Unrealized 0.0%
PII POLARIS INDS INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $110.79 Unrealized -37.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 78 Est. Cost $28.28 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.72 Unrealized 0.0%
CDW CDW CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $190.95 Unrealized 0.0%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $2 Shares 89 Est. Cost $22.93 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $563.61 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $162.62 Unrealized 0.0%
HTHT H WORLD GROUP LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 62 Est. Cost $33.03 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $57.10 Unrealized 0.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $2135.94 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $59.13 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $175.16 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 4 Est. Cost $527.20 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.68 Unrealized 0.0%
LPL LG DISPLAY CO LTD SPONS ADR REP 0.0%
Value ($000) $2 Shares 629 Est. Cost $3.07 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $244.86 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $2 Shares 36 Est. Cost $54.51 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $2 Shares 9 Est. Cost $218.04 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $89.24 Unrealized 0.0%
TER TERADYNE INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $117.75 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $176.51 Unrealized 0.0%
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 35 Est. Cost $51.38 Unrealized 0.0%
NWBI NORTHWEST BANCSHARES INC MD COM 0.0%
Value ($000) $2 Shares 140 Est. Cost $12.72 Unrealized 0.0%
GEF/B GREIF INC CL B 0.0%
Value ($000) $2 Shares 27 Est. Cost $66.52 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $164.94 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $99.45 Unrealized 0.0%
HCA HCA INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $346.27 Unrealized 0.0%
AON AON CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $365.26 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $265.60 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $48.82 Unrealized 0.0%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $2 Shares 62 Est. Cost $28.55 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $24.88 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $113.69 Unrealized 0.0%
NI NISOURCE INC COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $34.83 Unrealized 0.0%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $171.90 Unrealized
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $80.93 Unrealized 0.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $2 Shares 118 Est. Cost $14.49 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $93.36 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $152.61 Unrealized 0.0%
WERN WERNER ENTERPRISES INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $38.29 Unrealized 0.0%
IOSP INNOSPEC INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $111.62 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $84.54 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $68.91 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $313.59 Unrealized 0.0%
FIS FIDELITY NATL INFO SVCS 0.0%
Value ($000) $2 Shares 20 Est. Cost $83.93 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $94.78 Unrealized 0.0%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $2 Shares 49 Est. Cost $36.44 Unrealized 0.0%
TS TENARIS S A SPONSORED ADS 0.0%
Value ($000) $2 Shares 42 Est. Cost $37.79 Unrealized
LKQ LKQ CORP COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $36.80 Unrealized 0.0%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.90 Unrealized 0.0%
D DOMINION RESOURCES INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $54.04 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $125.90 Unrealized 0.0%
BUD ANHEUSER BUSCH 0.0%
Value ($000) $2 Shares 31 Est. Cost $50.06 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $70.45 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $66.35 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $137.31 Unrealized 0.0%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $36.41 Unrealized
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR 0.0%
Value ($000) $2 Shares 43 Est. Cost $37.36 Unrealized 0.0%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $186.85 Unrealized 0.0%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 17 Est. Cost $89.24 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $315.96 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.0%
Value ($000) $1 Shares 8 Est. Cost $188.34 Unrealized 0.0%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $1 Shares 14 Est. Cost $106.07 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $64.42 Unrealized 0.0%
WAT WATERS CP 0.0%
Value ($000) $1 Shares 4 Est. Cost $365.79 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $98.31 Unrealized 0.0%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $156.19 Unrealized 0.0%
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $1 Shares 323 Est. Cost $4.56 Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $308.81 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $107.45 Unrealized +21.1%
MKC/V MCCORMICK & CO INC COM VTG 0.0%
Value ($000) $1 Shares 19 Est. Cost $76.06 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $142.02 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 114 Est. Cost $11.63 Unrealized 0.0%
EFC ELLINGTON FINANCIAL INC COM 0.0%
Value ($000) $1 Shares 117 Est. Cost $12.12 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $128.60 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $804.87 Unrealized 0.0%
ZTO ZTO EXPRESS CAYMAN INC SPONSORED ADS A 0.0%
Value ($000) $1 Shares 72 Est. Cost $19.56 Unrealized
ATAT ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 52 Est. Cost $26.88 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $148.83 Unrealized 0.0%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $1 Shares 283 Est. Cost $4.89 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value ($000) $1 Shares 11 Est. Cost $124.91 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $1 Shares 64 Est. Cost $20.44 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 1,355 Est. Cost $53.40 Unrealized -61.9%
AHRT ARMADA HOFFLER PPTYS INC COM 0.0%
Value ($000) $1 Shares 132 Est. Cost $10.23 Unrealized
ANSYS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $337.25 Unrealized
RS RELIANCE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $296.62 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $107.88 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $1 Shares 35 Est. Cost $40.51 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $1 Shares 3 Est. Cost $428.22 Unrealized 0.0%
PREMIER INC CL A 0.0%
Value ($000) $1 Shares 63 Est. Cost $21.21 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $1 Shares 25 Est. Cost $55.43 Unrealized 0.0%
WBD DISCOVERY HLDG CO 0.0%
Value ($000) $1 Shares 125 Est. Cost $9.29 Unrealized 0.0%
CBRL CRACKER BARREL INC 0.0%
Value ($000) $1 Shares 1,303 Est. Cost $87.19 Unrealized -44.9%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 83 Est. Cost $15.60 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 134 Est. Cost $7.89 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $98.11 Unrealized 0.0%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.83 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $439.65 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $29.50 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $81.14 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $31.07 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $155.36 Unrealized 0.0%
CSAN COSAN S A ADS 0.0%
Value ($000) $1 Shares 216 Est. Cost $5.44 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $21.68 Unrealized 0.0%
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $112.79 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $1 Shares 10 Est. Cost $123.15 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $170.91 Unrealized 0.0%
FNB F N B CORP-PA 0.0%
Value ($000) $1 Shares 77 Est. Cost $14.80 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $192.14 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $60.66 Unrealized 0.0%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $1 Shares 34 Est. Cost $32.88 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $106.87 Unrealized 0.0%
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.20 Unrealized
COMPANHIA PARANAENSE DE ENERGIA-(COPEL)-SPONSORED ADR 0.0%
Value ($000) $1 Shares 187 Est. Cost $5.93 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $1 Shares 12 Est. Cost $98.18 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $148.59 Unrealized 0.0%
BARRICK GOLD CORP F 0.0%
Value ($000) $1 Shares 70 Est. Cost $15.50 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.15 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $50.08 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $66.63 Unrealized
HESS CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $133.00 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $38.90 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES 0.0%
Value ($000) $1 Shares 6 Est. Cost $202.10 Unrealized 0.0%
EA ELECTRONICS ARTS 0.0%
Value ($000) $1 Shares 7 Est. Cost $153.06 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $263.59 Unrealized 0.0%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $45.56 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $515.55 Unrealized 0.0%
AXIA CENTRAIS ELETRICAS BRASILEIRAS SA SPONSADR REPSTG 50ORD ADR) 0.0%
Value ($000) $1 Shares 169 Est. Cost $5.72 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $123.68 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $29.96 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.15 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $39.21 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $85.29 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $37.26 Unrealized 0.0%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.87 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $387.42 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $118.43 Unrealized 0.0%
NGG NATIONAL GRID TRANSCO PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $59.43 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $30.62 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $20.16 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $140.88 Unrealized 0.0%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $1 Shares 11 Est. Cost $69.80 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $66.98 Unrealized 0.0%
AMCOR PLC ORD 0.0%
Value ($000) $1 Shares 76 Est. Cost $10.10 Unrealized 0.0%
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 13 Est. Cost $54.08 Unrealized
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG 0.0%
Value ($000) $1 Shares 21 Est. Cost $31.85 Unrealized 0.0%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $351.49 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $229.65 Unrealized +1.5%
HTH HILLTOP HOLDINGS INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $31.24 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $60.06 Unrealized 0.0%
IEX IDEX CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $215.48 Unrealized 0.0%
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $1 Shares 11 Est. Cost $56.91 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $186.70 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $84.49 Unrealized +25.4%
DYNAVAX TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $1 Shares 47 Est. Cost $12.77 Unrealized
SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD 0.0%
Value ($000) $1 Shares 20 Est. Cost $29.85 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $39.95 Unrealized 0.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $182.74 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $58.37 Unrealized 0.0%
GGG GRACO INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $85.20 Unrealized 0.0%
FER FERROVIAL SE ORD SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $40.15 Unrealized 0.0%
TPH TRI POINTE HOMES INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.67 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $270.22 Unrealized 0.0%
UDR UDR INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.30 Unrealized 0.0%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $1 Shares 2 Est. Cost $279.37 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.33 Unrealized 0.0%
AFG AMERICAN FINL GROUP INC OHIO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $125.97 Unrealized 0.0%
PRI PRIMERICA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $283.50 Unrealized 0.0%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $41.63 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $142.41 Unrealized 0.0%
ACM AECOM COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $107.82 Unrealized 0.0%
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $1 Shares 4 Est. Cost $147.06 Unrealized 0.0%
BSBR BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 0.0%
Value ($000) $1 Shares 134 Est. Cost $3.91 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.85 Unrealized 0.0%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.72 Unrealized 0.0%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $266.50 Unrealized 0.0%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $78.12 Unrealized 0.0%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $123.52 Unrealized 0.0%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $91.78 Unrealized 0.0%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $18.96 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $131.90 Unrealized 0.0%
CNO CNO FINL GROUP INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $36.39 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $48.20 Unrealized
FDS FACTSET RESEARCH SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $468.98 Unrealized 0.0%
AIT APPLIED INDL TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $246.92 Unrealized 0.0%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $94.86 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $506.45 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP COM 0.0%
Value ($000) $0 Shares 31 Est. Cost $14.21 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $149.63 Unrealized 0.0%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $0 Shares 4 Est. Cost $114.43 Unrealized 0.0%
RL POLO RALPH LAUREN CL A CLASS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $209.74 Unrealized 0.0%
CLH CLEAN HARBORS, INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $248.40 Unrealized 0.0%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $56.34 Unrealized 0.0%
SAIA SAIA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $494.69 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $76.78 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.22 Unrealized 0.0%
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $20.59 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.92 Unrealized
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $18.47 Unrealized
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.69 Unrealized 0.0%
CUBE U STORE IT TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $42.90 Unrealized
TKR TIMKEN CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $78.61 Unrealized 0.0%
AIZ ASSURANT INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $204.34 Unrealized 0.0%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $105.03 Unrealized 0.0%
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $145.73 Unrealized 0.0%
NDSN NORDSON CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $242.59 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $44.09 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.54 Unrealized 0.0%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $65.62 Unrealized 0.0%
IVZ INVESCO PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 23 Est. Cost $16.96 Unrealized 0.0%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.24 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $38.81 Unrealized 0.0%
SOUTH STATE CORP COM USD2.5 0.0%
Value ($000) $0 Shares 4 Est. Cost $99.50 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $34.76 Unrealized
TPR COACH INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.51 Unrealized 0.0%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $139.95 Unrealized 0.0%
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.70 Unrealized
BEN FRANKLIN RES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $19.58 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $387.42 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost $16.66 Unrealized 0.0%
AKAM AKAMAI TECH 0.0%
Value ($000) $0 Shares 4 Est. Cost $98.08 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $17.78 Unrealized +2.2%
WNS HLDGS LTD COM SHS 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.38 Unrealized
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $51.65 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $201.47 Unrealized 0.0%
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $131.37 Unrealized 0.0%
BCO BRINKS CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $98.66 Unrealized 0.0%
KNX KNIGHT TRANSPORTATION INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $53.48 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $22.16 Unrealized +5.8%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $192.63 Unrealized 0.0%
CNX CNX RES CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.83 Unrealized 0.0%
OVV OVINTIV INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $41.65 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $121.67 Unrealized
APTV DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $61.22 Unrealized 0.0%
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.60 Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $187.01 Unrealized 0.0%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $369.02 Unrealized 0.0%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $89.47 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $184.88 Unrealized 0.0%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $51.29 Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.68 Unrealized 0.0%
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $352.27 Unrealized 0.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $89.06 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $367.56 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.95 Unrealized 0.0%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $173.44 Unrealized 0.0%
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $114.33 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $180.68 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.99 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SECURITY INC WI 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.11 Unrealized 0.0%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.64 Unrealized 0.0%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.71 Unrealized 0.0%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.06 Unrealized 0.0%
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.38 Unrealized 0.0%
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $128.88 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $36.35 Unrealized 0.0%
RVTY REVVITY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $117.16 Unrealized 0.0%
WWD WOODWARD INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $169.70 Unrealized 0.0%
WBS WEBSTER FINL CORP CONN 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.93 Unrealized 0.0%
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.20 Unrealized 0.0%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.55 Unrealized 0.0%
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $318.27 Unrealized 0.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $48.31 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.57 Unrealized 0.0%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.81 Unrealized 0.0%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $76.00 Unrealized 0.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $81.80 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $14.38 Unrealized 0.0%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $154.42 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.80 Unrealized 0.0%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $366.68 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $168.99 Unrealized 0.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $172.73 Unrealized 0.0%
CMA COMERICA INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.72 Unrealized 0.0%
FLEX FLEXTRONICS INTL LTD F 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.01 Unrealized 0.0%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.88 Unrealized 0.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $101.45 Unrealized 0.0%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $71.05 Unrealized 0.0%
DLTR DOLLAR TREE STORES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.64 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $107.42 Unrealized 0.0%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $59.60 Unrealized
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $178.20 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $101.62 Unrealized 0.0%
AYI ACUITY BRANDS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $311.23 Unrealized 0.0%
DAYFORCE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.49 Unrealized 0.0%
MAS MASCO CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.41 Unrealized 0.0%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.98 Unrealized 0.0%
JBL JABIL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $130.90 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.34 Unrealized 0.0%
ESS ESSEX PPTY TR REIT 0.0%
Value ($000) $0 Shares 1 Est. Cost $282.24 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $67.99 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $55.70 Unrealized 0.0%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $30.28 Unrealized 0.0%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $44.89 Unrealized 0.0%
COO COOPER COMPANIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $101.87 Unrealized 0.0%
INCY INCYTE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $71.25 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.33 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $45.00 Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $284.91 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.59 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.42 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $40.99 Unrealized 0.0%
PODD INSULET CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $251.84 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $97.25 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.28 Unrealized 0.0%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $31.86 Unrealized 0.0%
CNM CORE & MAIN INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.12 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.45 Unrealized 0.0%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.76 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $132.91 Unrealized 0.0%
AVTR AVANTOR INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $22.49 Unrealized 0.0%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $148.69 Unrealized 0.0%
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $268.57 Unrealized 0.0%
MRNA MODERNA INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $47.80 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $0 Shares 19 Est. Cost $14.01 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $78.92 Unrealized 0.0%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $222.46 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.87 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $58.85 Unrealized 0.0%
BR BROADRIDGE FIN SOL 0.0%
Value ($000) $0 Shares 1 Est. Cost $219.85 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.36 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $223.39 Unrealized 0.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $0 Shares 1 Est. Cost $217.42 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $202.05 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $50.69 Unrealized 0.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.01 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.04 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CP 0.0%
Value ($000) $0 Shares 1 Est. Cost $220.13 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $51.78 Unrealized 0.0%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $0 Shares 11 Est. Cost $13.14 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $204.35 Unrealized 0.0%
EXPE EXPEDIA INC DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $170.93 Unrealized 0.0%
NRG NRG ENERGY INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $91.23 Unrealized 0.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $86.51 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.85 Unrealized 0.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $199.06 Unrealized 0.0%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $170.70 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $138.63 Unrealized 0.0%
PGHY INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.71 Unrealized
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $46.00 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $22.67 Unrealized
XPO XPO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $135.16 Unrealized 0.0%
SPIP SPDR BARCLAYS CAP TIPS CAPITAL TIPS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.43 Unrealized
KEP KOREA ELECTRIC POWERCORP ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $6.89 Unrealized
OVB OVERLAY SHARES CORE BOND ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $20.17 Unrealized
GWH ESS TECH INC COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.06 Unrealized -26.4%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $0 Shares 29 Est. Cost $8.05 Unrealized -21.0%
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $108.00 Unrealized
MINV MATTHEWS ASIA INNOVATORS ACTIVE ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.50 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.00 Unrealized
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $33.77 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.50 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.18 Unrealized +15.5%
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.00 Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.10 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.75 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.00 Unrealized
SCHC SCHWAB INTL SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.77 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.82 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.00 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.59 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.00 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.00 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $30.44 Unrealized
FORESIGHT AUTONOMOUS HLDGS LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $2.17 Unrealized
IDRV ISHARES SELF-DRIVING EV & TECH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.00 Unrealized
CLEAN ENERGY TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $3.47 Unrealized
DNABW GINKGO BIOWORKS HOLDINGS INC WT EXP 091626 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized