Newman Dignan & Sheerar, Inc. Diversified Active

CIK: 0001566493 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $417,528 (100.0% shares, 0.0% debt)

Holdings (187)

SCHX Schwab Dow Jones US Large Cap ETF 8.2%
Value ($000) $34,363 Shares 1,498,589 Est. Cost $28.93 Unrealized
VSLU Applied Finance Valuation Lg Cap ETF 5.3%
Value ($000) $22,330 Shares 612,775 Est. Cost $32.87 Unrealized
SCHD Schwab Dow Jones US Div Eq ETF 5.3%
Value ($000) $22,216 Shares 784,451 Est. Cost $25.96 Unrealized
AAPL Apple, Inc 4.1%
Value ($000) $17,162 Shares 73,529 Est. Cost $110.64 Unrealized +100.6%
UITB VictoryShares Core Intermediate Bond ETF 3.9%
Value ($000) $16,205 Shares 346,932 Est. Cost $46.27 Unrealized
MSFT Microsoft Corp 3.2%
Value ($000) $13,228 Shares 31,008 Est. Cost $47.94 Unrealized +782.5%
SGOL ETFS Phys. Swiss Gold Shares 2.9%
Value ($000) $11,932 Shares 455,776 Est. Cost $16.63 Unrealized
NVDA Nvidia Corp 2.4%
Value ($000) $10,193 Shares 72,538 Est. Cost $92.79 Unrealized +27.2%
GOOGL Alphabet, Inc. Cl A 2.3%
Value ($000) $9,762 Shares 58,554 Est. Cost $106.57 Unrealized +56.4%
DFAE Dimensional Emerg Core Equity Mkt ETF 2.2%
Value ($000) $9,160 Shares 340,788 Est. Cost $23.37 Unrealized
SCHM Schwab Dow Jones US Mid-Cap ETF 1.8%
Value ($000) $7,485 Shares 268,081 Est. Cost $33.65 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 1.8%
Value ($000) $7,357 Shares 146,112 Est. Cost $49.98 Unrealized
SCHG Schwab Dow Jones US Large Growth ETF 1.7%
Value ($000) $6,969 Shares 261,911 Est. Cost $30.86 Unrealized
VOO Vanguard S&P 500 ETF 1.6%
Value ($000) $6,813 Shares 12,761 Est. Cost $322.32 Unrealized
NOBL Proshares S&P 500 Div Aristocrats 1.6%
Value ($000) $6,580 Shares 62,393 Est. Cost $76.55 Unrealized
SCHF Schwab FTSE Developed ex-US ETF 1.5%
Value ($000) $6,168 Shares 310,878 Est. Cost $19.76 Unrealized
FPE First Trust Preferred Sec & Inc ETF 1.4%
Value ($000) $5,881 Shares 327,098 Est. Cost $16.79 Unrealized
GSIE Goldman Sachs ActiveBeta Intl Eq ETF 1.3%
Value ($000) $5,544 Shares 158,758 Est. Cost $33.05 Unrealized
MRK Merck & Co Inc 1.3%
Value ($000) $5,405 Shares 51,860 Est. Cost $67.62 Unrealized +67.1%
JPM J P Morgan Chase & Co 1.3%
Value ($000) $5,313 Shares 23,561 Est. Cost $90.20 Unrealized +127.2%
AMZN Amazon.com 1.3%
Value ($000) $5,220 Shares 27,709 Est. Cost $129.74 Unrealized +40.6%
AVGO Broadcom Limited 1.2%
Value ($000) $5,043 Shares 29,319 Est. Cost $145.62 Unrealized +8.5%
SCHV Schwab Dow Jones US Large Value ETF 1.2%
Value ($000) $4,908 Shares 182,592 Est. Cost $31.45 Unrealized
SCHA Schwab Dow Jones US Sm-Cap ETF 1.1%
Value ($000) $4,627 Shares 178,219 Est. Cost $37.40 Unrealized
JMUB J.P. Morgan Municipal ETF 1.1%
Value ($000) $4,413 Shares 87,358 Est. Cost $50.49 Unrealized
IJH iShares S&P Midcap 400 Index ETF 1.0%
Value ($000) $4,118 Shares 65,642 Est. Cost $76.56 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $3,947 Shares 24,422 Est. Cost $114.46 Unrealized +33.4%
PG Procter & Gamble Inc 0.9%
Value ($000) $3,566 Shares 21,065 Est. Cost $60.25 Unrealized +172.6%
VO Vanguard Mid-Cap ETF 0.8%
Value ($000) $3,429 Shares 12,856 Est. Cost $222.98 Unrealized
PWR Quanta Services Inc 0.8%
Value ($000) $3,379 Shares 10,785 Est. Cost $126.12 Unrealized +109.2%
IBDU iShares iBonds Dec 2029 Corp Bd ETF 0.8%
Value ($000) $3,292 Shares 142,702 Est. Cost $22.68 Unrealized
LOW Lowes Companies 0.8%
Value ($000) $3,212 Shares 11,986 Est. Cost $63.34 Unrealized +272.8%
IJR iShares S&P Smallcap 600 Index ETF 0.7%
Value ($000) $3,038 Shares 26,147 Est. Cost $86.51 Unrealized
IBMO iShares iBonds Dec 2026 Muni Bd ETF 0.7%
Value ($000) $3,036 Shares 118,719 Est. Cost $25.14 Unrealized
BRK/B Berkshire Hathaway B 0.7%
Value ($000) $2,976 Shares 6,490 Est. Cost $160.34 Unrealized +175.8%
META Meta Platforms Cl A 0.7%
Value ($000) $2,942 Shares 5,088 Est. Cost $289.88 Unrealized +76.7%
PEP Pepsico 0.7%
Value ($000) $2,883 Shares 16,977 Est. Cost $66.04 Unrealized +146.7%
SDY SPDR S&P Dividend ETF 0.7%
Value ($000) $2,866 Shares 20,417 Est. Cost $74.09 Unrealized
GLD SPDR Gold Shares 0.7%
Value ($000) $2,838 Shares 11,204 Est. Cost $143.76 Unrealized
FISV Fiserv Inc 0.6%
Value ($000) $2,692 Shares 13,367 Est. Cost $78.51 Unrealized +110.1%
RTX RTX Corp. 0.6%
Value ($000) $2,691 Shares 21,453 Est. Cost $87.27 Unrealized +27.3%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $2,633 Shares 4,533 Est. Cost $302.80 Unrealized
PANW Palo Alto Networks Inc 0.6%
Value ($000) $2,616 Shares 7,220 Est. Cost $71.51 Unrealized +135.4%
GOOG Alphabet, Inc. Cl C 0.6%
Value ($000) $2,594 Shares 15,410 Est. Cost $106.94 Unrealized +57.3%
AMGN Amgen Inc 0.6%
Value ($000) $2,589 Shares 8,163 Est. Cost $117.32 Unrealized +166.9%
BAC Bank Of America 0.6%
Value ($000) $2,359 Shares 55,347 Est. Cost $25.24 Unrealized +53.6%
CVX ChevronTexaco Corp 0.6%
Value ($000) $2,343 Shares 15,565 Est. Cost $81.74 Unrealized +71.2%
IBM International Business Machines 0.5%
Value ($000) $2,252 Shares 10,575 Est. Cost $105.23 Unrealized +79.6%
LHX L3Harris Technologies Inc 0.5%
Value ($000) $2,211 Shares 8,914 Est. Cost $179.24 Unrealized +25.3%
UNP Union Pacific Corp 0.5%
Value ($000) $2,204 Shares 9,500 Est. Cost $71.27 Unrealized +229.3%
DFAI Dimensional International Core Equity Mkt ETF 0.5%
Value ($000) $2,042 Shares 66,631 Est. Cost $28.20 Unrealized
XOM Exxon-Mobil 0.5%
Value ($000) $2,039 Shares 17,146 Est. Cost $71.67 Unrealized +53.5%
HD Home Depot 0.5%
Value ($000) $2,017 Shares 5,005 Est. Cost $215.85 Unrealized +63.4%
iShares iBonds Dec 2025 Muni Bd ETF 0.5%
Value ($000) $2,010 Shares 75,546 Est. Cost $26.44 Unrealized
CSCO Cisco Systems 0.4%
Value ($000) $1,872 Shares 33,860 Est. Cost $22.75 Unrealized +105.6%
IBMP iShares iBonds Dec 2027 Muni Bd ETF 0.4%
Value ($000) $1,794 Shares 70,995 Est. Cost $25.22 Unrealized
MA Mastercard Inc 0.4%
Value ($000) $1,739 Shares 3,422 Est. Cost $225.10 Unrealized +105.1%
ADP Automatic Data Processing 0.4%
Value ($000) $1,700 Shares 5,935 Est. Cost $84.07 Unrealized +201.5%
VUG Vanguard Growth ETF 0.4%
Value ($000) $1,621 Shares 4,125 Est. Cost $80.76 Unrealized
SCHB Schwab Dow Jones US Broad Mkt ETF 0.4%
Value ($000) $1,606 Shares 71,485 Est. Cost $28.83 Unrealized
JHSC JH/DFA Small Cap Multifactor ETF 0.4%
Value ($000) $1,553 Shares 38,699 Est. Cost $37.02 Unrealized
VBR Vanguard Small-Cap Value ETF 0.4%
Value ($000) $1,540 Shares 7,652 Est. Cost $150.46 Unrealized
MCD McDonalds Corp 0.4%
Value ($000) $1,497 Shares 5,043 Est. Cost $84.09 Unrealized +217.1%
V Visa, Inc. 0.4%
Value ($000) $1,480 Shares 5,207 Est. Cost $88.31 Unrealized +203.2%
QCOM Qualcomm Corp 0.3%
Value ($000) $1,441 Shares 8,369 Est. Cost $128.35 Unrealized +33.4%
MDT Medtronic plc 0.3%
Value ($000) $1,431 Shares 15,796 Est. Cost $86.30 Unrealized -6.3%
NEE NextEra Energy Inc. 0.3%
Value ($000) $1,407 Shares 16,979 Est. Cost $63.08 Unrealized +18.7%
TMO Thermo Fisher Scientific 0.3%
Value ($000) $1,375 Shares 2,489 Est. Cost $149.31 Unrealized +294.6%
VTV Vanguard Value ETF 0.3%
Value ($000) $1,341 Shares 7,683 Est. Cost $84.95 Unrealized
IEMG iShare Core MSCI Emerging Markets 0.3%
Value ($000) $1,329 Shares 23,512 Est. Cost $46.87 Unrealized
VZ Verizon Communications 0.3%
Value ($000) $1,292 Shares 31,039 Est. Cost $40.76 Unrealized -5.8%
EMR Emerson Electric 0.3%
Value ($000) $1,275 Shares 11,730 Est. Cost $49.30 Unrealized +113.2%
ORCL Oracle Systems 0.3%
Value ($000) $1,242 Shares 7,206 Est. Cost $59.44 Unrealized +140.6%
LLY Lilly Eli & Co 0.3%
Value ($000) $1,188 Shares 1,327 Est. Cost $186.64 Unrealized +377.0%
XLK SPDR Technology Select Sector 0.3%
Value ($000) $1,179 Shares 5,122 Est. Cost $74.88 Unrealized
CRM Salesforce Com 0.3%
Value ($000) $1,150 Shares 3,913 Est. Cost $168.91 Unrealized +50.3%
DHR Danaher Corp 0.3%
Value ($000) $1,122 Shares 4,598 Est. Cost $47.24 Unrealized +455.6%
iShares iBonds Dec 2025 Corp Bd ETF 0.3%
Value ($000) $1,091 Shares 43,487 Est. Cost $24.54 Unrealized
CWI SPDR MSCI Acwi Ex-US 0.3%
Value ($000) $1,084 Shares 36,509 Est. Cost $29.41 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $1,078 Shares 15,502 Est. Cost $46.84 Unrealized +43.4%
VNQ Vanguard REIT 0.3%
Value ($000) $1,074 Shares 11,180 Est. Cost $80.84 Unrealized
XBI SPDR S&P Biotech ETF 0.3%
Value ($000) $1,069 Shares 10,856 Est. Cost $95.62 Unrealized
BX Blackstone Group Lp 0.3%
Value ($000) $1,053 Shares 6,194 Est. Cost $54.62 Unrealized +144.7%
ROP Roper Technologies, Inc 0.2%
Value ($000) $1,027 Shares 1,883 Est. Cost $263.96 Unrealized +106.3%
WMT Wal-Mart Stores 0.2%
Value ($000) $1,002 Shares 12,106 Est. Cost $49.35 Unrealized +46.9%
IBMQ iShares iBonds Dec 2028 Muni Bd ETF 0.2%
Value ($000) $997 Shares 39,366 Est. Cost $25.47 Unrealized
BMY Bristol Myers Squibb 0.2%
Value ($000) $956 Shares 18,171 Est. Cost $41.45 Unrealized +5.3%
CFG Citizens Financial Group 0.2%
Value ($000) $954 Shares 22,332 Est. Cost $28.31 Unrealized +35.7%
ITW Illinois Tool Works 0.2%
Value ($000) $905 Shares 3,523 Est. Cost $111.69 Unrealized +112.5%
KO Coca Cola 0.2%
Value ($000) $903 Shares 13,552 Est. Cost $33.36 Unrealized +96.8%
HPQ Hewlett Packard 0.2%
Value ($000) $840 Shares 22,453 Est. Cost $22.70 Unrealized +46.5%
KLAC KLA Tencor Corp 0.2%
Value ($000) $818 Shares 1,214 Est. Cost $339.12 Unrealized +128.6%
DIS Disney Walt Co 0.2%
Value ($000) $791 Shares 8,223 Est. Cost $76.95 Unrealized +17.7%
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $787 Shares 1,349 Est. Cost $525.73 Unrealized
PBE Invesco Biotech & Genomics ETF 0.2%
Value ($000) $781 Shares 11,422 Est. Cost $58.84 Unrealized
ADBE Adobe Systems 0.2%
Value ($000) $772 Shares 1,604 Est. Cost $539.91 Unrealized +1.6%
CMC Commercial Metals Co 0.2%
Value ($000) $753 Shares 13,863 Est. Cost $23.09 Unrealized +129.6%
ABBV AbbVie Inc 0.2%
Value ($000) $745 Shares 3,930 Est. Cost $135.72 Unrealized +31.7%
TJX TJX Cos Inc 0.2%
Value ($000) $722 Shares 6,327 Est. Cost $46.73 Unrealized +141.2%
GE General Electric 0.2%
Value ($000) $703 Shares 4,007 Est. Cost $92.81 Unrealized +80.9%
LMT Lockheed Martin Corp 0.2%
Value ($000) $691 Shares 1,245 Est. Cost $172.16 Unrealized +199.9%
PEG Public Svc Enterprise 0.2%
Value ($000) $652 Shares 7,208 Est. Cost $47.46 Unrealized +60.9%
MUNI Pimco Intermediate Muni ETF 0.2%
Value ($000) $635 Shares 12,202 Est. Cost $52.08 Unrealized
AMAT Applied Materials 0.1%
Value ($000) $610 Shares 3,289 Est. Cost $29.70 Unrealized +581.3%
CVS CVS Health Corporation 0.1%
Value ($000) $609 Shares 10,613 Est. Cost $48.93 Unrealized +12.8%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $585 Shares 2,721 Est. Cost $125.71 Unrealized
MUB iShares S & P Nat'l AMT-Free Muni Bd 0.1%
Value ($000) $559 Shares 5,222 Est. Cost $107.55 Unrealized
ABT Abbott Labs 0.1%
Value ($000) $558 Shares 4,892 Est. Cost $36.07 Unrealized +196.8%
STT State Street Boston Corp 0.1%
Value ($000) $558 Shares 6,000 Est. Cost $44.55 Unrealized +76.8%
STZ Constellation Brands 0.1%
Value ($000) $548 Shares 2,307 Est. Cost $198.54 Unrealized +21.0%
IVW iShares S&P 500 Barra Gr. Fd. 0.1%
Value ($000) $547 Shares 5,603 Est. Cost $69.93 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $524 Shares 18,141 Est. Cost $20.88 Unrealized +27.8%
COST Costco Whsl Corp 0.1%
Value ($000) $521 Shares 585 Est. Cost $449.20 Unrealized +91.9%
IBDR iShares iBonds Dec 2026 Corp Bd ETF 0.1%
Value ($000) $500 Shares 20,720 Est. Cost $23.48 Unrealized
TFC Truist Finl Corp 0.1%
Value ($000) $498 Shares 11,501 Est. Cost $29.73 Unrealized +33.1%
GS Goldman Sachs Group 0.1%
Value ($000) $462 Shares 881 Est. Cost $228.79 Unrealized +107.7%
AMT American Tower Corp 0.1%
Value ($000) $460 Shares 2,071 Est. Cost $214.74 Unrealized -1.8%
FNDX Sch Fundamental US Large Co ETF 0.1%
Value ($000) $458 Shares 19,100 Est. Cost $21.40 Unrealized
PYPL Paypal Holdings, Inc. 0.1%
Value ($000) $445 Shares 5,325 Est. Cost $64.44 Unrealized +3.6%
DD Du Pont E I De Nemours 0.1%
Value ($000) $442 Shares 5,271 Est. Cost $26.72 Unrealized +23.4%
LKQ LKQ Corp 0.1%
Value ($000) $439 Shares 11,614 Est. Cost $45.62 Unrealized -13.7%
MDY S&P 400 Mid-Cap SPDR ETF 0.1%
Value ($000) $432 Shares 753 Est. Cost $128385.95 Unrealized
NVS Novartis ADR 0.1%
Value ($000) $428 Shares 3,699 Est. Cost $71.89 Unrealized
TSN Tyson Foods Inc 0.1%
Value ($000) $424 Shares 7,163 Est. Cost $52.14 Unrealized +11.6%
IBDV iShares iBonds Dec 2030 Corp Bd ETF 0.1%
Value ($000) $418 Shares 19,318 Est. Cost $21.47 Unrealized
NKE Nike Inc Class B 0.1%
Value ($000) $399 Shares 5,055 Est. Cost $75.42 Unrealized +0.8%
HACK HACK- Cyber Security ETF 0.1%
Value ($000) $398 Shares 5,668 Est. Cost $64.14 Unrealized
TGT Target Corp 0.1%
Value ($000) $398 Shares 2,664 Est. Cost $119.77 Unrealized +17.7%
SCHZ Schwab US AGG Bnd ETF 0.1%
Value ($000) $391 Shares 16,939 Est. Cost $42.03 Unrealized
AON AON Corp 0.1%
Value ($000) $390 Shares 1,050 Est. Cost $191.78 Unrealized +69.1%
IBDS iShares iBonds Dec 2027 Corp Bd ETF 0.1%
Value ($000) $378 Shares 15,698 Est. Cost $23.96 Unrealized
INTU Intuit Inc. 0.1%
Value ($000) $367 Shares 600 Est. Cost $340.30 Unrealized +86.0%
VRTX Vertex Pharmaceuticals 0.1%
Value ($000) $365 Shares 766 Est. Cost $226.04 Unrealized +112.5%
MPLX MPLX LP 0.1%
Value ($000) $363 Shares 8,300 Est. Cost $29.74 Unrealized
COP Conoco Phillips 0.1%
Value ($000) $359 Shares 3,475 Est. Cost $49.57 Unrealized +112.0%
CARR Carrier Global Corp 0.1%
Value ($000) $354 Shares 4,680 Est. Cost $43.10 Unrealized +59.0%
Wells Fargo & Co 7.50 Pfd 0.1%
Value ($000) $349 Shares 286 Est. Cost $1215.20 Unrealized
REGN Regeneron Pharm 0.1%
Value ($000) $345 Shares 372 Est. Cost $710.07 Unrealized +55.9%
INCY Incyte Genomics Inc 0.1%
Value ($000) $330 Shares 5,022 Est. Cost $60.29 Unrealized +5.8%
KMI Kinder Morgan Inc 0.1%
Value ($000) $328 Shares 13,244 Est. Cost $14.52 Unrealized +36.8%
VXUS Vanguard Total International Stock 0.1%
Value ($000) $316 Shares 5,036 Est. Cost $55.44 Unrealized
VOE Vanguard Mid Cap Value ETF 0.1%
Value ($000) $309 Shares 1,841 Est. Cost $101.42 Unrealized
MTUM iShares MSCI USA Momentum 0.1%
Value ($000) $309 Shares 1,497 Est. Cost $139.42 Unrealized
IBDW iShares iBonds Ded 2031 Term Corp ETF 0.1%
Value ($000) $306 Shares 14,776 Est. Cost $20.40 Unrealized
MMM 3M Company 0.1%
Value ($000) $299 Shares 2,294 Est. Cost $75.54 Unrealized +57.7%
XLE Sector Spdr Engy Select 0.1%
Value ($000) $299 Shares 3,350 Est. Cost $72.19 Unrealized
IWM iShares Russell 2000 Index Fund ETF 0.1%
Value ($000) $290 Shares 1,303 Est. Cost $196.22 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.1%
Value ($000) $289 Shares 4,028 Est. Cost $63.91 Unrealized
GEV GE Vernova Llc Com 0.1%
Value ($000) $289 Shares 998 Est. Cost $191.56 Unrealized 0.0%
TSLA Tesla Motors Inc 0.1%
Value ($000) $288 Shares 1,096 Est. Cost $174.77 Unrealized +30.5%
NOC Northrop Grumman Corp 0.1%
Value ($000) $283 Shares 553 Est. Cost $478.00 Unrealized 0.0%
MS Morgan Stanley Group 0.1%
Value ($000) $277 Shares 2,328 Est. Cost $74.81 Unrealized +29.5%
CI Cigna 0.1%
Value ($000) $270 Shares 856 Est. Cost $218.34 Unrealized +53.4%
CTVA Corteva Inc 0.1%
Value ($000) $269 Shares 4,397 Est. Cost $53.80 Unrealized 0.0%
WFC Wells Fargo & Company 0.1%
Value ($000) $264 Shares 4,030 Est. Cost $41.81 Unrealized +31.2%
Unilever Plc Adr New 0.1%
Value ($000) $263 Shares 4,200 Est. Cost $50.35 Unrealized
VLO Valero Energy Corp. 0.1%
Value ($000) $262 Shares 1,985 Est. Cost $120.24 Unrealized +15.9%
INTC Intel Corp 0.1%
Value ($000) $262 Shares 11,419 Est. Cost $48.05 Unrealized -48.2%
D Dominion Res Inc Va 0.1%
Value ($000) $259 Shares 4,300 Est. Cost $62.04 Unrealized -17.5%
XLRE Real Estate Sector SPDR 0.1%
Value ($000) $258 Shares 5,829 Est. Cost $40.37 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $254 Shares 1,950 Est. Cost $109.82 Unrealized 0.0%
PPG PPG Inds Inc 0.1%
Value ($000) $245 Shares 1,920 Est. Cost $86.36 Unrealized +41.3%
PLTR Palantir Technologies Inc Ordinary Shares - Class 0.1%
Value ($000) $243 Shares 5,414 Est. Cost $30.69 Unrealized 0.0%
WYNN Wynn Resorts 0.1%
Value ($000) $243 Shares 2,466 Est. Cost $100.10 Unrealized -20.8%
TEL TE Connectivity Ltd 0.1%
Value ($000) $236 Shares 1,565 Est. Cost $146.90 Unrealized 0.0%
TDVG T. Rowe Price Dividend Growth ETF 0.1%
Value ($000) $232 Shares 5,721 Est. Cost $40.53 Unrealized
TSM Taiwan Semiconductr Adrf 0.1%
Value ($000) $227 Shares 1,166 Est. Cost $194.68 Unrealized
DOW Dow Chemical 0.1%
Value ($000) $223 Shares 4,455 Est. Cost $47.92 Unrealized 0.0%
SYY Sysco Inc 0.1%
Value ($000) $216 Shares 2,875 Est. Cost $50.42 Unrealized +43.0%
MO Altria Group Inc 0.1%
Value ($000) $214 Shares 4,254 Est. Cost $45.53 Unrealized 0.0%
SBUX Starbucks Corp 0.0%
Value ($000) $208 Shares 2,118 Est. Cost $82.83 Unrealized 0.0%
BDX Becton Dickinson 0.0%
Value ($000) $207 Shares 868 Est. Cost $137.19 Unrealized +65.9%
DEO Diageo Plc 0.0%
Value ($000) $207 Shares 1,551 Est. Cost $133.38 Unrealized
SOFI SoFi Technologies ORD 0.0%
Value ($000) $206 Shares 18,373 Est. Cost $7.27 Unrealized 0.0%
ALL Allstate Corp 0.0%
Value ($000) $204 Shares 1,080 Est. Cost $172.85 Unrealized 0.0%
PAYX Paychex Inc 0.0%
Value ($000) $201 Shares 1,434 Est. Cost $121.91 Unrealized 0.0%
SNDL Sundial Growers Inc 0.0%
Value ($000) $120 Shares 54,420 Est. Cost $2.09 Unrealized 0.0%
ZYXIQ Zynex Inc 0.0%
Value ($000) $108 Shares 12,215 Est. Cost $8.43 Unrealized 0.0%
MLCO MLCO 0.0%
Value ($000) $93 Shares 13,355 Est. Cost $6.99 Unrealized
SKIN Beauty Health Company CL A ORD 0.0%
Value ($000) $91 Shares 51,144 Est. Cost $1.64 Unrealized 0.0%
NIO NIO, Inc.Adr 0.0%
Value ($000) $59 Shares 10,123 Est. Cost $5.81 Unrealized
Clearside Biomedical Inc 0.0%
Value ($000) $31 Shares 28,023 Est. Cost $1.10 Unrealized
Tilray Inc 0.0%
Value ($000) $28 Shares 16,150 Est. Cost $1.73 Unrealized
ONCY Oncolytics Biotech 0.0%
Value ($000) $27 Shares 22,015 Est. Cost $0.98 Unrealized 0.0%
ADAPY Adaptimmune Therapeutics PLC 0.0%
Value ($000) $21 Shares 27,957 Est. Cost $0.74 Unrealized
OVID Ovid Therapeutics Inc 0.0%
Value ($000) $19 Shares 16,522 Est. Cost $1.04 Unrealized 0.0%
BRTX BioRestorative Therapies Inc 0.0%
Value ($000) $17 Shares 10,522 Est. Cost $1.65 Unrealized 0.0%