FDx Advisors, Inc. Diversified Active

CIK: 0001566601 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 22, 2023

Total Value ($000): $2,300 (100.0% shares, 0.0% debt)

Holdings (740)

AMZN AMAZON COM INC COM 3.1%
Value ($000) $72 Shares 860,349 Est. Cost $125.16 Unrealized -22.8%
MSFT MICROSOFT CORP COM 3.1%
Value ($000) $71 Shares 295,962 Est. Cost $133.88 Unrealized +86.3%
GOOG ALPHABET INC CAP STK CL C 2.6%
Value ($000) $60 Shares 678,258 Est. Cost $108.46 Unrealized -11.6%
NFLX NETFLIX INC COM 2.1%
Value ($000) $47 Shares 160,362 Est. Cost $41.62 Unrealized -20.5%
V VISA INC COM CL A 2.0%
Value ($000) $47 Shares 226,178 Est. Cost $167.52 Unrealized +30.0%
VOO VANGUARD INDEX FDS S P 500 ETF SHS 2.0%
Value ($000) $47 Shares 133,566 Est. Cost $339.57 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 2.0%
Value ($000) $47 Shares 138,614 Est. Cost $331.21 Unrealized +7.3%
MA MASTERCARD INCORPORATED CL A 2.0%
Value ($000) $45 Shares 129,578 Est. Cost $279.92 Unrealized +27.7%
UNH UNITEDHEALTH GROUP INC COM 1.9%
Value ($000) $45 Shares 83,954 Est. Cost $286.00 Unrealized +59.9%
ABT ABBOTT LABS COM 1.8%
Value ($000) $42 Shares 378,801 Est. Cost $82.82 Unrealized +20.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.6%
Value ($000) $37 Shares 137,710 Est. Cost $188.01 Unrealized +39.0%
NOW SERVICENOW INC COM 1.6%
Value ($000) $36 Shares 92,153 Est. Cost $71.24 Unrealized +22.3%
CRM SALESFORCE INC COM 1.4%
Value ($000) $33 Shares 249,113 Est. Cost $192.13 Unrealized -13.1%
ADSK AUTODESK INC COM 1.4%
Value ($000) $33 Shares 175,664 Est. Cost $192.30 Unrealized +7.1%
IT GARTNER INC COM 1.1%
Value ($000) $25 Shares 74,543 Est. Cost $163.54 Unrealized +102.1%
TMO THERMO FISHER SCIENTIFIC INC COM 1.1%
Value ($000) $25 Shares 45,261 Est. Cost $517.29 Unrealized +8.0%
ABNB AIRBNB INC COM CL A 1.0%
Value ($000) $23 Shares 267,917 Est. Cost $155.56 Unrealized -26.6%
IDEV ISHARES TR CORE MSCI INTL 1.0%
Value ($000) $22 Shares 391,781 Est. Cost $54.16 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.9%
Value ($000) $22 Shares 143,314 Est. Cost $107.90 Unrealized
ILMN ILLUMINA INC COM 0.9%
Value ($000) $22 Shares 107,232 Est. Cost $283.00 Unrealized -27.7%
MRK MERCK CO INC COM 0.9%
Value ($000) $21 Shares 192,609 Est. Cost $61.80 Unrealized +59.7%
IVV ISHARES TR CORE S P500 ETF 0.9%
Value ($000) $21 Shares 54,109 Est. Cost $357.01 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.9%
Value ($000) $21 Shares 96,984 Est. Cost $102.63 Unrealized
ZTS ZOETIS INC CL A 0.9%
Value ($000) $20 Shares 139,866 Est. Cost $119.30 Unrealized +33.3%
AGG ISHARES TR CORE US AGGBD ET 0.8%
Value ($000) $19 Shares 200,898 Est. Cost $109.05 Unrealized
PYPL PAYPAL HLDGS INC COM 0.8%
Value ($000) $19 Shares 272,194 Est. Cost $126.28 Unrealized -39.2%
AVGO BROADCOM INC COM 0.8%
Value ($000) $19 Shares 34,098 Est. Cost $32.94 Unrealized +74.8%
NKE NIKE INC CL B 0.8%
Value ($000) $19 Shares 158,740 Est. Cost $91.34 Unrealized +27.7%
CFO VICTORY PORTFOLIOS II VCSHS US 500 ENH 0.8%
Value ($000) $18 Shares 284,002 Est. Cost $72.95 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 0.8%
Value ($000) $18 Shares 407,848 Est. Cost $42.53 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.8%
Value ($000) $18 Shares 381,753 Est. Cost $46.22 Unrealized
MGC VANGUARD WORLD FD MEGA CAP INDEX 0.8%
Value ($000) $18 Shares 133,899 Est. Cost $131.81 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI CBOE VEST BUFERD 0.7%
Value ($000) $16 Shares 878,717 Est. Cost $17.89 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $15 Shares 85,524 Est. Cost $82.26 Unrealized +80.5%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.7%
Value ($000) $15 Shares 211,770 Est. Cost $69.46 Unrealized
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 0.6%
Value ($000) $15 Shares 297,957 Est. Cost $54.16 Unrealized
MBB ISHARES TR MBS ETF 0.6%
Value ($000) $15 Shares 157,829 Est. Cost $89.07 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 0.6%
Value ($000) $15 Shares 330,411 Est. Cost $51.15 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $14 Shares 88,766 Est. Cost $82.40 Unrealized +67.6%
AAPL APPLE INC COM 0.6%
Value ($000) $14 Shares 109,785 Est. Cost $137.91 Unrealized +5.5%
VTV VANGUARD INDEX FDS VALUE ETF 0.6%
Value ($000) $13 Shares 92,234 Est. Cost $107.29 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $13 Shares 151,201 Est. Cost $61.79 Unrealized +14.4%
HD HOME DEPOT INC COM 0.5%
Value ($000) $12 Shares 39,517 Est. Cost $180.54 Unrealized +57.7%
BLV VANGUARD BD INDEX FDS LONG TERM BOND 0.5%
Value ($000) $12 Shares 171,881 Est. Cost $79.72 Unrealized
CSCO CISCO SYS INC COM 0.5%
Value ($000) $12 Shares 252,783 Est. Cost $32.27 Unrealized +39.0%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $12 Shares 71,851 Est. Cost $108.01 Unrealized +49.4%
IEFA ISHARES TR CORE MSCI EAFE 0.5%
Value ($000) $11 Shares 184,089 Est. Cost $58.93 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.5%
Value ($000) $11 Shares 322,388 Est. Cost $33.78 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.5%
Value ($000) $11 Shares 164,078 Est. Cost $47.19 Unrealized +29.5%
PEP PEPSICO INC COM 0.5%
Value ($000) $11 Shares 59,716 Est. Cost $110.38 Unrealized +43.8%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $11 Shares 71,156 Est. Cost $112.18 Unrealized +18.7%
BUFR FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 0.5%
Value ($000) $11 Shares 484,366 Est. Cost $20.93 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.5%
Value ($000) $11 Shares 50,173 Est. Cost $113.12 Unrealized
APD AIR PRODS CHEMS INC COM 0.5%
Value ($000) $11 Shares 34,444 Est. Cost $214.81 Unrealized +25.8%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $11 Shares 106,615 Est. Cost $73.12 Unrealized +32.7%
UPS UNITED PARCEL SERVICE INC CL B 0.5%
Value ($000) $11 Shares 60,472 Est. Cost $136.63 Unrealized +15.8%
DOCU DOCUSIGN INC COM 0.5%
Value ($000) $10 Shares 189,031 Est. Cost $139.95 Unrealized -57.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $10 Shares 101,119 Est. Cost $88.26 Unrealized +4.6%
LLY LILLY ELI CO COM 0.4%
Value ($000) $10 Shares 27,476 Est. Cost $128.62 Unrealized +156.5%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $10 Shares 229,645 Est. Cost $38.97 Unrealized -4.3%
FVD FIRST TR VALUE LINE DIVID IN SHS 0.4%
Value ($000) $10 Shares 244,455 Est. Cost $36.31 Unrealized
IHDG WISDOMTREE TR ITL HDG QTLY DIV 0.4%
Value ($000) $9 Shares 260,613 Est. Cost $38.97 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $9 Shares 58,356 Est. Cost $118.28 Unrealized +13.8%
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.4%
Value ($000) $9 Shares 218,801 Est. Cost $47.28 Unrealized
JNJ JOHNSON JOHNSON COM 0.4%
Value ($000) $9 Shares 49,250 Est. Cost $115.65 Unrealized +27.9%
IQLT ISHARES TR MSCI INTL QUALTY 0.4%
Value ($000) $9 Shares 265,230 Est. Cost $29.83 Unrealized
IGSB ISHARES TR ISHS 1 5YR INVS 0.4%
Value ($000) $8 Shares 166,350 Est. Cost $59.08 Unrealized
SPIB SPDR SER TR PORTFOLIO INTRMD 0.3%
Value ($000) $8 Shares 250,245 Est. Cost $32.63 Unrealized
BLACKROCK INC COM 0.3%
Value ($000) $8 Shares 11,197 Est. Cost $486.70 Unrealized
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $8 Shares 99,301 Est. Cost $89.61 Unrealized -16.8%
CCI CROWN CASTLE INC COM 0.3%
Value ($000) $8 Shares 56,187 Est. Cost $107.59 Unrealized +9.2%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $8 Shares 215,018 Est. Cost $37.89 Unrealized -8.6%
JPM JPMORGAN CHASE CO COM 0.3%
Value ($000) $7 Shares 53,587 Est. Cost $86.26 Unrealized +48.6%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $7 Shares 26,950 Est. Cost $175.50 Unrealized +42.7%
JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 0.3%
Value ($000) $7 Shares 140,131 Est. Cost $50.64 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.3%
Value ($000) $7 Shares 61,392 Est. Cost $114.27 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $7 Shares 68,895 Est. Cost $64.96 Unrealized +33.9%
CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 0.3%
Value ($000) $7 Shares 180,016 Est. Cost $38.22 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.3%
Value ($000) $7 Shares 32,888 Est. Cost $307.23 Unrealized -4.0%
MRSH MARSH MCLENNAN COS INC COM 0.3%
Value ($000) $7 Shares 41,865 Est. Cost $98.83 Unrealized +61.2%
IJR ISHARES TR CORE S P SCP ETF 0.3%
Value ($000) $7 Shares 72,389 Est. Cost $95.53 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $7 Shares 131,876 Est. Cost $29.19 Unrealized +25.2%
LOW LOWES COS INC COM 0.3%
Value ($000) $7 Shares 33,304 Est. Cost $120.74 Unrealized +59.2%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $7 Shares 151,150 Est. Cost $38.13 Unrealized +1.3%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $7 Shares 41,918 Est. Cost $107.42 Unrealized +49.1%
JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 0.3%
Value ($000) $6 Shares 119,168 Est. Cost $18.43 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.3%
Value ($000) $6 Shares 88,752 Est. Cost $65.82 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $6 Shares 13,064 Est. Cost $289.83 Unrealized +49.5%
IWR ISHARES TR RUS MID CAP ETF 0.3%
Value ($000) $6 Shares 94,120 Est. Cost $72.01 Unrealized
SRE SEMPRA COM 0.3%
Value ($000) $6 Shares 41,048 Est. Cost $53.14 Unrealized +31.3%
SDY SPDR SER TR S P DIVID ETF 0.3%
Value ($000) $6 Shares 49,245 Est. Cost $97.13 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $6 Shares 51,101 Est. Cost $56.07 Unrealized +77.4%
ADP AUTOMATIC DATA PROCESSING IN COM 0.3%
Value ($000) $6 Shares 24,906 Est. Cost $203.70 Unrealized +3.8%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.3%
Value ($000) $6 Shares 113,399 Est. Cost $61.16 Unrealized
XSOE WISDOMTREE TR EM EX ST OWNED 0.3%
Value ($000) $6 Shares 216,729 Est. Cost $32.57 Unrealized
IGIB ISHARES TR ISHS 5 10YR INVT 0.2%
Value ($000) $6 Shares 115,210 Est. Cost $49.30 Unrealized
NANR SPDR INDEX SHS FDS S P NORTH AMER 0.2%
Value ($000) $6 Shares 104,876 Est. Cost $49.07 Unrealized
PLD PROLOGIS INC COM 0.2%
Value ($000) $6 Shares 49,767 Est. Cost $84.61 Unrealized +32.3%
ICSH ISHARES TR BLACKROCK ULTRA 0.2%
Value ($000) $6 Shares 112,003 Est. Cost $50.51 Unrealized
O REALTY INCOME CORP COM 0.2%
Value ($000) $6 Shares 88,249 Est. Cost $49.50 Unrealized +11.4%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.2%
Value ($000) $6 Shares 35,209 Est. Cost $171.20 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $5 Shares 49,931 Est. Cost $98.95 Unrealized +17.6%
USFR WISDOMTREE TR FLOATNG RAT TREA 0.2%
Value ($000) $5 Shares 108,420 Est. Cost $46.64 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.2%
Value ($000) $5 Shares 93,371 Est. Cost $4.37 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $5 Shares 158,715 Est. Cost $31.62 Unrealized -3.3%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $5 Shares 57,787 Est. Cost $87.24 Unrealized
VSS VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 0.2%
Value ($000) $5 Shares 50,887 Est. Cost $113.79 Unrealized
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $5 Shares 154,138 Est. Cost $23.31 Unrealized +16.5%
IPAC ISHARES TR CORE MSCI PAC 0.2%
Value ($000) $5 Shares 89,447 Est. Cost $55.63 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $5 Shares 54,231 Est. Cost $105.94 Unrealized -10.1%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $5 Shares 22,530 Est. Cost $189.79 Unrealized -0.1%
KDP KEURIG DR PEPPER INC COM 0.2%
Value ($000) $5 Shares 128,879 Est. Cost $32.77 Unrealized -1.3%
EMLP FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 0.2%
Value ($000) $5 Shares 171,340 Est. Cost $24.27 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $5 Shares 41,171 Est. Cost $50.31 Unrealized +99.1%
CB CHUBB LIMITED COM 0.2%
Value ($000) $5 Shares 20,532 Est. Cost $125.02 Unrealized +62.2%
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.2%
Value ($000) $4 Shares 99,816 Est. Cost $31.15 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 0.2%
Value ($000) $4 Shares 93,392 Est. Cost $0.05 Unrealized
ADI ANALOG DEVICES INC COM 0.2%
Value ($000) $4 Shares 25,881 Est. Cost $144.34 Unrealized +18.1%
BBJP J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 0.2%
Value ($000) $4 Shares 93,832 Est. Cost $20.70 Unrealized
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $4 Shares 49,471 Est. Cost $46.88 Unrealized +80.9%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $4 Shares 36,300 Est. Cost $62.38 Unrealized +67.2%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $4 Shares 30,734 Est. Cost $64.36 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.2%
Value ($000) $4 Shares 30,547 Est. Cost $37.57 Unrealized
TE CONNECTIVITY LTD SHS 0.2%
Value ($000) $4 Shares 35,580 Est. Cost $116.29 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $4 Shares 7,240 Est. Cost $330.27 Unrealized +33.8%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $4 Shares 76,780 Est. Cost $57.06 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.2%
Value ($000) $4 Shares 38,494 Est. Cost $118.04 Unrealized
SPYD SPDR SER TR PRTFLO S P500 HI 0.2%
Value ($000) $4 Shares 95,577 Est. Cost $43.06 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 0.2%
Value ($000) $4 Shares 153,532 Est. Cost $26.38 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $4 Shares 17,512 Est. Cost $125.98 Unrealized +40.2%
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $4 Shares 58,618 Est. Cost $39.01 Unrealized +55.7%
BCE BCE INC COM NEW 0.2%
Value ($000) $4 Shares 84,850 Est. Cost $31.56 Unrealized +14.3%
LINDE PLC SHS DELETED 0.2%
Value ($000) $4 Shares 11,401 Est. Cost $218.15 Unrealized
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $4 Shares 39,532 Est. Cost $68.49 Unrealized +22.0%
TGT TARGET CORP COM 0.2%
Value ($000) $4 Shares 24,839 Est. Cost $168.80 Unrealized -11.9%
KLAC KLA CORP COM NEW 0.2%
Value ($000) $4 Shares 9,774 Est. Cost $252.82 Unrealized +51.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $4 Shares 35,741 Est. Cost $77.04 Unrealized +14.4%
VLUE ISHARES TR MSCI USA VALUE 0.2%
Value ($000) $4 Shares 40,033 Est. Cost $98.38 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $4 Shares 16,313 Est. Cost $153.13 Unrealized +42.1%
DVY ISHARES TR SELECT DIVID ETF 0.2%
Value ($000) $4 Shares 29,339 Est. Cost $16.02 Unrealized
KMB KIMBERLY CLARK CORP COM 0.2%
Value ($000) $4 Shares 26,030 Est. Cost $105.75 Unrealized +9.9%
EEMA ISHARES INC MSCI EM ASIA ETF 0.2%
Value ($000) $3 Shares 55,059 Est. Cost $77.82 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.2%
Value ($000) $3 Shares 69,984 Est. Cost $53.07 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $3 Shares 41,841 Est. Cost $63.30 Unrealized +33.9%
FIS FIDELITY NATL INFORMATION SV COM 0.1%
Value ($000) $3 Shares 47,992 Est. Cost $97.08 Unrealized -37.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $3 Shares 5,947 Est. Cost $281.10 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $3 Shares 70,180 Est. Cost $26.65 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $3 Shares 99,822 Est. Cost $33.67 Unrealized -4.6%
T AT T INC COM 0.1%
Value ($000) $3 Shares 171,364 Est. Cost $15.10 Unrealized +8.3%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $3 Shares 17,452 Est. Cost $419.32 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 0.1%
Value ($000) $3 Shares 36,391 Est. Cost $73.73 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $3 Shares 9,147 Est. Cost $235.83 Unrealized +17.1%
IEI ISHARES TR 3 7 YR TREAS BD 0.1%
Value ($000) $3 Shares 26,347 Est. Cost $100.55 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $3 Shares 15,874 Est. Cost $161.81 Unrealized +6.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $3 Shares 64,557 Est. Cost $30.04 Unrealized +20.8%
META META PLATFORMS INC CL A 0.1%
Value ($000) $3 Shares 24,436 Est. Cost $208.97 Unrealized -19.1%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $3 Shares 11,812 Est. Cost $143.42 Unrealized +51.8%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $3 Shares 34,667 Est. Cost $68.72 Unrealized +0.9%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $3 Shares 11,783 Est. Cost $198.77 Unrealized +29.7%
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.1%
Value ($000) $3 Shares 16,495 Est. Cost $256.17 Unrealized
IGLB ISHARES TR 10 YR INVST GRD 0.1%
Value ($000) $3 Shares 56,676 Est. Cost $44.65 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $3 Shares 44,288 Est. Cost $44.85 Unrealized +23.5%
PRF INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 0.1%
Value ($000) $3 Shares 18,144 Est. Cost $105.60 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $3 Shares 26,076 Est. Cost $65.25 Unrealized +40.5%
GVI ISHARES TR INTRM GOV CR ETF 0.1%
Value ($000) $3 Shares 25,480 Est. Cost $108.78 Unrealized
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $3 Shares 15,005 Est. Cost $94.68 Unrealized +63.7%
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.1%
Value ($000) $3 Shares 80,531 Est. Cost $32.56 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.1%
Value ($000) $3 Shares 31,411 Est. Cost $77.77 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $3 Shares 57,252 Est. Cost $50.07 Unrealized -11.6%
BA BOEING CO COM 0.1%
Value ($000) $3 Shares 13,505 Est. Cost $147.52 Unrealized +40.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $3 Shares 8,262 Est. Cost $302.30 Unrealized +1.9%
INTC INTEL CORP COM 0.1%
Value ($000) $3 Shares 95,577 Est. Cost $40.39 Unrealized -31.9%
SHYG ISHARES TR 0 5YR HI YL CP 0.1%
Value ($000) $2 Shares 61,092 Est. Cost $7.84 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $2 Shares 17,079 Est. Cost $19.51 Unrealized +10.8%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $2 Shares 61,920 Est. Cost $37.97 Unrealized -13.9%
SPY SPDR S P 500 ETF TR TR UNIT 0.1%
Value ($000) $2 Shares 6,353 Est. Cost $294.65 Unrealized
DE DEERE CO COM 0.1%
Value ($000) $2 Shares 5,660 Est. Cost $248.97 Unrealized +59.5%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2 Shares 58,557 Est. Cost $41.07 Unrealized -1.5%
MMM 3M CO COM 0.1%
Value ($000) $2 Shares 19,928 Est. Cost $120.77 Unrealized -29.7%
VO VANGUARD INDEX FDS MID CAP ETF 0.1%
Value ($000) $2 Shares 11,466 Est. Cost $174.03 Unrealized
USHY ISHARES TR BROAD USD HIGH 0.1%
Value ($000) $2 Shares 67,457 Est. Cost $32.74 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $2 Shares 13,073 Est. Cost $164.67 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $2 Shares 25,645 Est. Cost $143.59 Unrealized -31.4%
FERG1GBX FERGUSON PLC NEW SHS 0.1%
Value ($000) $2 Shares 17,409 Est. Cost $57.33 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $2 Shares 88,093 Est. Cost $24.33 Unrealized -14.8%
VICI VICI PPTYS INC COM 0.1%
Value ($000) $2 Shares 67,765 Est. Cost $23.84 Unrealized +17.9%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $2 Shares 55,600 Est. Cost $26.47 Unrealized +22.6%
SPGI S P GLOBAL INC COM 0.1%
Value ($000) $2 Shares 6,323 Est. Cost $323.82 Unrealized +6.1%
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $2 Shares 27,931 Est. Cost $233.33 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $2 Shares 9,531 Est. Cost $253.60 Unrealized -10.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $2 Shares 7,187 Est. Cost $185.92 Unrealized +61.3%
SCZ ISHARES TR EAFE SML CP ETF 0.1%
Value ($000) $2 Shares 36,654 Est. Cost $58.16 Unrealized
ICLR ICON PLC SHS 0.1%
Value ($000) $2 Shares 10,641 Est. Cost $169.29 Unrealized +31.5%
MET METLIFE INC COM 0.1%
Value ($000) $2 Shares 28,373 Est. Cost $52.16 Unrealized +18.4%
DOW DOW INC COM 0.1%
Value ($000) $2 Shares 39,780 Est. Cost $42.17 Unrealized +12.2%
JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 0.1%
Value ($000) $2 Shares 48,913 Est. Cost $24.04 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN COM 0.1%
Value ($000) $2 Shares 19,379 Est. Cost $93.36 Unrealized +7.4%
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.1%
Value ($000) $2 Shares 42,357 Est. Cost $49.24 Unrealized
INTU INTUIT COM 0.1%
Value ($000) $2 Shares 5,025 Est. Cost $337.47 Unrealized +19.5%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.1%
Value ($000) $2 Shares 15,646 Est. Cost $76.89 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.1%
Value ($000) $2 Shares 32,112 Est. Cost $64.00 Unrealized
RS RELIANCE STEEL ALUMINUM CO COM 0.1%
Value ($000) $2 Shares 9,289 Est. Cost $199.04 Unrealized +18.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $2 Shares 27,725 Est. Cost $66.08 Unrealized
ALC ALCON AG ORD SHS 0.1%
Value ($000) $2 Shares 26,881 Est. Cost $61.87 Unrealized +13.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $2 Shares 18,051 Est. Cost $37.83 Unrealized +35.6%
MCO MOODYS CORP COM 0.1%
Value ($000) $2 Shares 6,536 Est. Cost $244.32 Unrealized +20.7%
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $2 Shares 29,253 Est. Cost $52.64 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $2 Shares 95,793 Est. Cost $15.04 Unrealized +1.3%
MKL MARKEL CORP COM 0.1%
Value ($000) $2 Shares 1,315 Est. Cost $1183.26 Unrealized +12.3%
SAP SAP SE SPON ADR 0.1%
Value ($000) $2 Shares 16,764 Est. Cost $978.23 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.1%
Value ($000) $2 Shares 9,419 Est. Cost $133.47 Unrealized
EOG EOG RES INC COM 0.1%
Value ($000) $2 Shares 13,343 Est. Cost $87.82 Unrealized +24.5%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $2 Shares 6,961 Est. Cost $98.86 Unrealized +119.2%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.1%
Value ($000) $2 Shares 9,819 Est. Cost $201.69 Unrealized
WRB BERKLEY W R CORP COM 0.1%
Value ($000) $2 Shares 23,193 Est. Cost $41.54 Unrealized +0.2%
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $2 Shares 10,751 Est. Cost $121.09 Unrealized +11.7%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $2 Shares 41,941 Est. Cost $42.83 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $2 Shares 13,579 Est. Cost $236.20 Unrealized -26.1%
BDX BECTON DICKINSON CO COM 0.1%
Value ($000) $2 Shares 6,555 Est. Cost $235.62 Unrealized -1.4%
MCK MCKESSON CORP COM 0.1%
Value ($000) $2 Shares 4,442 Est. Cost $219.04 Unrealized +62.6%
EWC ISHARES INC MSCI CDA ETF 0.1%
Value ($000) $2 Shares 50,609 Est. Cost $40.21 Unrealized
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $2 Shares 3,227 Est. Cost $469.91 Unrealized -3.1%
DGRW WISDOMTREE TR US QTLY DIV GRT 0.1%
Value ($000) $2 Shares 27,378 Est. Cost $31.60 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $2 Shares 7,827 Est. Cost $177.58 Unrealized +6.7%
FOXA FOX CORP CL A COM 0.1%
Value ($000) $2 Shares 53,249 Est. Cost $29.91 Unrealized +8.8%
COOPER COS INC COM NEW 0.1%
Value ($000) $2 Shares 4,840 Est. Cost $361.94 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $2 Shares 16,933 Est. Cost $61.74 Unrealized +21.8%
LPLA LPL FINL HLDGS INC COM 0.1%
Value ($000) $2 Shares 7,280 Est. Cost $141.32 Unrealized +61.8%
EFV ISHARES TR EAFE VALUE ETF 0.1%
Value ($000) $2 Shares 34,128 Est. Cost $31.40 Unrealized
VEA VANGUARD TAX MANAGED FDS VAN FTSE DEV MKT 0.1%
Value ($000) $2 Shares 36,829 Est. Cost $33.20 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $2 Shares 33,582 Est. Cost $59.08 Unrealized
POOL POOL CORP COM 0.1%
Value ($000) $2 Shares 5,010 Est. Cost $290.54 Unrealized +17.3%
NDSN NORDSON CORP COM 0.1%
Value ($000) $2 Shares 6,371 Est. Cost $183.35 Unrealized +20.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1 Shares 9,805 Est. Cost $132.28 Unrealized +21.0%
BXP BOSTON PROPERTIES INC COM 0.1%
Value ($000) $1 Shares 21,426 Est. Cost $85.28 Unrealized -35.6%
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value ($000) $1 Shares 23,287 Est. Cost $38.69 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $1 Shares 17,347 Est. Cost $44.83 Unrealized +56.6%
CPRT COPART INC COM 0.1%
Value ($000) $1 Shares 23,527 Est. Cost $26.76 Unrealized +27.1%
ANSYS INC COM 0.1%
Value ($000) $1 Shares 5,906 Est. Cost $225.94 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $1 Shares 65,950 Est. Cost $14.19 Unrealized +34.2%
PIONEER NAT RES CO COM 0.1%
Value ($000) $1 Shares 6,196 Est. Cost $1347.22 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $1 Shares 9,780 Est. Cost $35.72 Unrealized +28.2%
TDY TELEDYNE TECHNOLOGIES INC COM 0.1%
Value ($000) $1 Shares 3,455 Est. Cost $413.43 Unrealized +2.5%
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $1 Shares 2,266 Est. Cost $440.51 Unrealized +51.0%
HUBB HUBBELL INC COM 0.1%
Value ($000) $1 Shares 5,678 Est. Cost $216.42 Unrealized +6.3%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $1 Shares 10,223 Est. Cost $79.13 Unrealized +59.2%
AON AON PLC SHS CL A 0.1%
Value ($000) $1 Shares 4,416 Est. Cost $195.67 Unrealized +55.0%
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $1 Shares 19,937 Est. Cost $71.42 Unrealized
PSK SPDR SER TR ICE PFD SEC ETF 0.1%
Value ($000) $1 Shares 39,716 Est. Cost $34.94 Unrealized
WSO WATSCO INC COM 0.1%
Value ($000) $1 Shares 5,209 Est. Cost $258.00 Unrealized +13.9%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $1 Shares 13,958 Est. Cost $94.02 Unrealized +6.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1 Shares 17,301 Est. Cost $49.63 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $1 Shares 17,837 Est. Cost $48.59 Unrealized +26.6%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.1%
Value ($000) $1 Shares 10,920 Est. Cost $144.11 Unrealized -2.3%
EXPO EXPONENT INC COM 0.1%
Value ($000) $1 Shares 12,871 Est. Cost $86.76 Unrealized +12.9%
XLE SELECT SECTOR SPDR TR ENERGY 0.1%
Value ($000) $1 Shares 14,369 Est. Cost $44.30 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 0.1%
Value ($000) $1 Shares 14,640 Est. Cost $0.08 Unrealized
BSY BENTLEY SYS INC COM CL B 0.1%
Value ($000) $1 Shares 33,338 Est. Cost $42.74 Unrealized -8.3%
SPYG SPDR SER TR PRTFLO S P500 GW 0.1%
Value ($000) $1 Shares 24,179 Est. Cost $29.47 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $1 Shares 19,880 Est. Cost $36.72 Unrealized +37.7%
VT VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 0.1%
Value ($000) $1 Shares 14,163 Est. Cost $72.61 Unrealized
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.1%
Value ($000) $1 Shares 31,333 Est. Cost $32.13 Unrealized
XT ISHARES TR EXPONENTIAL TECH 0.1%
Value ($000) $1 Shares 25,656 Est. Cost $43.56 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $1 Shares 10,401 Est. Cost $74.78 Unrealized +57.2%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $1 Shares 8,741 Est. Cost $98.30 Unrealized +25.9%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $1 Shares 2,499 Est. Cost $364.25 Unrealized +40.9%
CHE CHEMED CORP NEW COM 0.1%
Value ($000) $1 Shares 2,288 Est. Cost $410.15 Unrealized +23.1%
STE STERIS PLC SHS USD 0.1%
Value ($000) $1 Shares 6,319 Est. Cost $136.09 Unrealized +38.4%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $1 Shares 19,010 Est. Cost $56.61 Unrealized -10.6%
IBKR INTERACTIVE BROKERS GROUP IN COM CL A 0.1%
Value ($000) $1 Shares 15,954 Est. Cost $15.84 Unrealized +26.4%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $1 Shares 15,412 Est. Cost $65.84 Unrealized -2.6%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $1 Shares 20,033 Est. Cost $54.51 Unrealized
EZU ISHARES INC MSCI EURZONE ETF 0.0%
Value ($000) $1 Shares 28,368 Est. Cost $41.04 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $1 Shares 17,396 Est. Cost $59.41 Unrealized +7.3%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $1 Shares 15,683 Est. Cost $67.11 Unrealized +14.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 99,349 Est. Cost $9.79 Unrealized -0.9%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 17,335 Est. Cost $52.94 Unrealized +3.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 12,739 Est. Cost $54.02 Unrealized +38.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $1 Shares 8,039 Est. Cost $103.60 Unrealized +14.0%
MGV VANGUARD WORLD FD MEGA CAP VAL ETF 0.0%
Value ($000) $1 Shares 10,566 Est. Cost $96.18 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $1 Shares 12,967 Est. Cost $86.03 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $1 Shares 2,358 Est. Cost $360.51 Unrealized +30.7%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 5,906 Est. Cost $141.54 Unrealized +21.7%
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.0%
Value ($000) $1 Shares 13,945 Est. Cost $79.03 Unrealized
DWX SPDR INDEX SHS FDS S P INTL ETF 0.0%
Value ($000) $1 Shares 32,290 Est. Cost $32.39 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI CL A 0.0%
Value ($000) $1 Shares 4,056 Est. Cost $272.16 Unrealized +11.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $1 Shares 5,265 Est. Cost $193.11 Unrealized +5.6%
AMGN AMGEN INC COM 0.0%
Value ($000) $1 Shares 3,888 Est. Cost $196.32 Unrealized +14.1%
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $1 Shares 46,510 Est. Cost $7.17 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 2,533 Est. Cost $338.43 Unrealized +19.5%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 36,646 Est. Cost $18.61 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 16,106 Est. Cost $117.05 Unrealized -36.1%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $1 Shares 1,399 Est. Cost $492.48 Unrealized +52.3%
FAST FASTENAL CO COM 0.0%
Value ($000) $1 Shares 21,298 Est. Cost $15.97 Unrealized +49.6%
SCTXX SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 0.0%
Value ($000) $1 Shares 1,003,200 Est. Cost $0.00 Unrealized
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.0%
Value ($000) $1 Shares 13,311 Est. Cost $79.21 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $1 Shares 9,580 Est. Cost $97.05 Unrealized +7.9%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $1 Shares 11,682 Est. Cost $87.44 Unrealized +8.2%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $1 Shares 11,899 Est. Cost $71.02 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $1 Shares 27,071 Est. Cost $32.82 Unrealized +5.9%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $1 Shares 7,299 Est. Cost $78.95 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 1,923 Est. Cost $450.39 Unrealized +6.2%
EEMV ISHARES INC MSCI EMERG MRKT 0.0%
Value ($000) $1 Shares 18,571 Est. Cost $21.08 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 5,846 Est. Cost $132.45 Unrealized +32.8%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $1 Shares 5,838 Est. Cost $204.34 Unrealized -11.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 13,643 Est. Cost $68.59 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $1 Shares 11,067 Est. Cost $91.86 Unrealized +10.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $1 Shares 21,224 Est. Cost $35.87 Unrealized +24.7%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $1 Shares 5,423 Est. Cost $143.94 Unrealized +36.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $1 Shares 9,701 Est. Cost $98.48 Unrealized +13.6%
GLOB GLOBANT S A COM 0.0%
Value ($000) $1 Shares 5,616 Est. Cost $192.82 Unrealized -15.2%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 11,788 Est. Cost $56.56 Unrealized +33.7%
ASPEN TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 4,555 Est. Cost $183.71 Unrealized
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $1 Shares 25,911 Est. Cost $29.26 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 4,457 Est. Cost $129.50 Unrealized +63.1%
JKHY HENRY JACK ASSOC INC COM 0.0%
Value ($000) $1 Shares 5,267 Est. Cost $156.36 Unrealized +2.7%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $1 Shares 26,586 Est. Cost $44.99 Unrealized -2.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 5,870 Est. Cost $106.03 Unrealized +38.0%
CHKP CHECK POINT SOFTWARE TECH LT ORD 0.0%
Value ($000) $1 Shares 7,281 Est. Cost $111.53 Unrealized +14.1%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 3,712 Est. Cost $192.85 Unrealized +10.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $1 Shares 7,254 Est. Cost $111.65 Unrealized +8.5%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $1 Shares 8,660 Est. Cost $100.51 Unrealized +7.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1 Shares 3,428 Est. Cost $312.62 Unrealized -21.2%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 607 Est. Cost $705.78 Unrealized +112.8%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $1 Shares 22,751 Est. Cost $34.94 Unrealized +13.6%
LAM RESEARCH CORP COM 0.0%
Value ($000) $1 Shares 2,040 Est. Cost $284.16 Unrealized
CRH PLC ADR 0.0%
Value ($000) $1 Shares 21,541 Est. Cost $44.74 Unrealized
IEF ISHARES TR 7 10 YR TRSY BD 0.0%
Value ($000) $1 Shares 8,921 Est. Cost $112.49 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 2,729 Est. Cost $294.40 Unrealized +0.2%
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $1 Shares 2,906 Est. Cost $225.23 Unrealized +42.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $1 Shares 17,361 Est. Cost $58.71 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $1 Shares 16,824 Est. Cost $90.95 Unrealized -29.3%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $1 Shares 4,748 Est. Cost $150.60 Unrealized +15.3%
FCX FREEPORT MCMORAN INC CL B 0.0%
Value ($000) $1 Shares 21,821 Est. Cost $25.82 Unrealized +54.9%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 8,183 Est. Cost $104.80 Unrealized +5.0%
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $1 Shares 21,225 Est. Cost $0.04 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C COM 0.0%
Value ($000) $1 Shares 6,694 Est. Cost $131.85 Unrealized -22.3%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $1 Shares 6,341 Est. Cost $108.56 Unrealized +15.2%
LII LENNOX INTL INC COM 0.0%
Value ($000) $1 Shares 3,355 Est. Cost $249.87 Unrealized -2.1%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 Shares 2,486 Est. Cost $268.08 Unrealized +16.9%
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.0%
Value ($000) $1 Shares 4,379 Est. Cost $81.72 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $1 Shares 6,612 Est. Cost $84.81 Unrealized +31.4%
CDW CDW CORP COM 0.0%
Value ($000) $1 Shares 4,350 Est. Cost $88.49 Unrealized +113.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $1 Shares 10,872 Est. Cost $41.96 Unrealized +44.6%
ZM ZOOM VIDEO COMMUNICATIONS IN CL A 0.0%
Value ($000) $1 Shares 11,402 Est. Cost $173.56 Unrealized -58.5%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $1 Shares 4,762 Est. Cost $162.14 Unrealized -5.3%
FMX FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 0.0%
Value ($000) $1 Shares 9,834 Est. Cost $71.67 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $1 Shares 5,101 Est. Cost $137.63 Unrealized +9.7%
RACE FERRARI N V COM 0.0%
Value ($000) $1 Shares 3,552 Est. Cost $165.86 Unrealized +54.0%
AMCOR PLC ORD 0.0%
Value ($000) $1 Shares 63,827 Est. Cost $9.83 Unrealized +3.2%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $1 Shares 3,190 Est. Cost $248.77 Unrealized +16.6%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $1 Shares 22,528 Est. Cost $23.33 Unrealized +37.5%
JHMM JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 0.0%
Value ($000) $1 Shares 16,019 Est. Cost $42.93 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 8,457 Est. Cost $192.33 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR CL A 0.0%
Value ($000) $1 Shares 7,130 Est. Cost $79.38 Unrealized +12.8%
DIA SPDR DOW JONES INDL AVERAGE UT SER 1 0.0%
Value ($000) $1 Shares 2,242 Est. Cost $321.92 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $1 Shares 8,255 Est. Cost $31.84 Unrealized +191.3%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $1 Shares 2,216 Est. Cost $494.11 Unrealized -34.8%
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 10,269 Est. Cost $56.74 Unrealized +30.9%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $1 Shares 9,399 Est. Cost $34.27 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $1 Shares 290 Est. Cost $2083.51 Unrealized +17.1%
TPR TAPESTRY INC COM 0.0%
Value ($000) $1 Shares 18,160 Est. Cost $32.53 Unrealized +21.9%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $1 Shares 11,013 Est. Cost $71.81 Unrealized -12.5%
BFAM BRIGHT HORIZONS FAM SOL IN D COM 0.0%
Value ($000) $1 Shares 10,819 Est. Cost $142.99 Unrealized -46.2%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 9,962 Est. Cost $60.89 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 2,369 Est. Cost $246.22 Unrealized +23.8%
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $1 Shares 8,154 Est. Cost $84.09 Unrealized
IJH ISHARES TR CORE S P MCP ETF 0.0%
Value ($000) $1 Shares 2,725 Est. Cost $216.25 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $1 Shares 4,714 Est. Cost $71.08 Unrealized +19.2%
THO THOR INDS INC COM 0.0%
Value ($000) $1 Shares 8,695 Est. Cost $91.51 Unrealized -9.4%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $1 Shares 5,089 Est. Cost $159.19 Unrealized +0.2%
KXI ISHARES TR GLB CNSM STP ETF 0.0%
Value ($000) $1 Shares 10,935 Est. Cost $51.14 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $1 Shares 5,073 Est. Cost $102.86 Unrealized +18.4%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $1 Shares 2,424 Est. Cost $75.56 Unrealized +196.6%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $1 Shares 4,469 Est. Cost $138.63 Unrealized
ACHC ACADIA HEALTHCARE COMPANY IN COM 0.0%
Value ($000) $1 Shares 7,763 Est. Cost $48.58 Unrealized +60.4%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $1 Shares 6,680 Est. Cost $74.55 Unrealized +10.0%
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $1 Shares 5,508 Est. Cost $85.81 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP COM 0.0%
Value ($000) $1 Shares 29,304 Est. Cost $22.82 Unrealized -6.5%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $1 Shares 10,614 Est. Cost $54.28 Unrealized +6.2%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 307 Est. Cost $1898.18 Unrealized +26.1%
HYLB DBX ETF TR XTRACK USD HIGH 0.0%
Value ($000) $1 Shares 18,318 Est. Cost $46.80 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $1 Shares 2,485 Est. Cost $216.47 Unrealized +11.2%
BL BLACKLINE INC COM 0.0%
Value ($000) $1 Shares 9,102 Est. Cost $94.99 Unrealized -27.4%
QLYS QUALYS INC COM 0.0%
Value ($000) $1 Shares 5,403 Est. Cost $115.67 Unrealized +1.3%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $1 Shares 10,027 Est. Cost $59.80 Unrealized
THOMSON REUTERS CORP COM NEW 0.0%
Value ($000) $1 Shares 5,284 Est. Cost $83.69 Unrealized
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 19,553 Est. Cost $0.03 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $1 Shares 2,610 Est. Cost $151.81 Unrealized +44.1%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $1 Shares 7,679 Est. Cost $84.40 Unrealized -12.6%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 73,582 Est. Cost $6.08 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $1 Shares 1,050 Est. Cost $296.06 Unrealized +109.9%
IUSV ISHARES TR CORE S P US VLU 0.0%
Value ($000) $1 Shares 8,242 Est. Cost $63.35 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $1 Shares 3,754 Est. Cost $115.83 Unrealized +45.4%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $1 Shares 11,266 Est. Cost $47.99 Unrealized +4.0%
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 8,993 Est. Cost $49.92 Unrealized +18.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1 Shares 2,200 Est. Cost $204.02 Unrealized +25.2%
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR 0.0%
Value ($000) $1 Shares 36,946 Est. Cost $16.29 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 39,587 Est. Cost $10.59 Unrealized +14.8%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $1 Shares 1,389 Est. Cost $46.61 Unrealized +50.0%
IYW ISHARES TR U S TECH ETF 0.0%
Value ($000) $1 Shares 7,428 Est. Cost $0.07 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 13,462 Est. Cost $131.46 Unrealized -55.5%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $1 Shares 13,680 Est. Cost $35.30 Unrealized -0.7%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $1 Shares 5,774 Est. Cost $0.09 Unrealized
IUSB ISHARES TR CORE TOTAL USD 0.0%
Value ($000) $1 Shares 11,996 Est. Cost $36.58 Unrealized
MCHI ISHARES TR MSCI CHINA ETF 0.0%
Value ($000) $1 Shares 11,284 Est. Cost $41.34 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $1 Shares 16,889 Est. Cost $26.00 Unrealized +12.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $1 Shares 3,797 Est. Cost $109.69 Unrealized +10.1%
SPSC SPS COMM INC COM 0.0%
Value ($000) $1 Shares 4,161 Est. Cost $127.09 Unrealized +11.6%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $1 Shares 3,889 Est. Cost $133.29 Unrealized -2.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 1,595 Est. Cost $352.43 Unrealized -7.7%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 11,007 Est. Cost $47.17 Unrealized +3.7%
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $1 Shares 10,542 Est. Cost $137.08 Unrealized -54.1%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $1 Shares 42,887 Est. Cost $10.34 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $1 Shares 28,171 Est. Cost $17.50 Unrealized +8.7%
IEUR ISHARES TR CORE MSCI EURO 0.0%
Value ($000) $1 Shares 10,561 Est. Cost $0.05 Unrealized
RITCHIE BROS AUCTIONEERS COM 0.0%
Value ($000) $0 Shares 8,603 Est. Cost $57.17 Unrealized
HESS CORP COM 0.0%
Value ($000) $0 Shares 3,491 Est. Cost $106.77 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $0 Shares 28,389 Est. Cost $18.07 Unrealized -20.6%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 48,650 Est. Cost $641.82 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $0 Shares 9,815 Est. Cost $40.95 Unrealized +15.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 2,350 Est. Cost $179.75 Unrealized +6.9%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 13,850 Est. Cost $28.58 Unrealized +37.2%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 1,732 Est. Cost $273.04 Unrealized +1.3%
XLU SELECT SECTOR SPDR TR SBI INT UTILS 0.0%
Value ($000) $0 Shares 6,802 Est. Cost $71.18 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $0 Shares 3,539 Est. Cost $110.19 Unrealized +28.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 14,191 Est. Cost $35.55 Unrealized +3.2%
DY DYCOM INDS INC COM 0.0%
Value ($000) $0 Shares 5,049 Est. Cost $75.53 Unrealized +23.0%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $0 Shares 4,996 Est. Cost $80.72 Unrealized -7.7%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $0 Shares 18,448 Est. Cost $29.06 Unrealized -1.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $0 Shares 2,090 Est. Cost $21.66 Unrealized +99.8%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $0 Shares 4,574 Est. Cost $67.10 Unrealized +57.1%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $0 Shares 7,221 Est. Cost $100.54 Unrealized -19.1%
FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF 0.0%
Value ($000) $0 Shares 10,339 Est. Cost $20.34 Unrealized
GMAB GENMAB A S SPONSORED ADS 0.0%
Value ($000) $0 Shares 10,976 Est. Cost $24.34 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $0 Shares 2,119 Est. Cost $228.22 Unrealized +3.3%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 13,255 Est. Cost $20.54 Unrealized +67.4%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value ($000) $0 Shares 19,206 Est. Cost $19.38 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2,224 Est. Cost $182.04 Unrealized +12.3%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $0 Shares 8,944 Est. Cost $63.63 Unrealized -38.0%
PGNY PROGYNY INC COM 0.0%
Value ($000) $0 Shares 14,537 Est. Cost $35.87 Unrealized -7.9%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 2,210 Est. Cost $143.40 Unrealized +49.1%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $0 Shares 3,201 Est. Cost $140.04 Unrealized -2.7%
EEFT EURONET WORLDWIDE INC COM 0.0%
Value ($000) $0 Shares 4,706 Est. Cost $107.61 Unrealized +0.5%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $0 Shares 1,816 Est. Cost $207.26 Unrealized +12.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $0 Shares 1,811 Est. Cost $220.78 Unrealized +3.2%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $0 Shares 4,334 Est. Cost $122.24 Unrealized -22.0%
BBVA BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 0.0%
Value ($000) $0 Shares 72,334 Est. Cost $267.07 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 5,521 Est. Cost $49.18 Unrealized +45.4%
VONG VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 0.0%
Value ($000) $0 Shares 7,680 Est. Cost $31.27 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $0 Shares 12,446 Est. Cost $28.04 Unrealized +9.5%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $0 Shares 7,708 Est. Cost $49.34 Unrealized +22.4%
FCN FTI CONSULTING INC COM 0.0%
Value ($000) $0 Shares 2,645 Est. Cost $116.54 Unrealized +49.1%
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 0.0%
Value ($000) $0 Shares 7,555 Est. Cost $56.87 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I COM 0.0%
Value ($000) $0 Shares 6,639 Est. Cost $49.00 Unrealized +37.9%
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $0 Shares 5,913 Est. Cost $55.33 Unrealized +26.8%
MKC MCCORMICK CO INC COM NON VTG 0.0%
Value ($000) $0 Shares 5,047 Est. Cost $71.90 Unrealized -1.1%
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $0 Shares 6,548 Est. Cost $74.53 Unrealized -0.9%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $0 Shares 8,973 Est. Cost $42.13 Unrealized +11.9%
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $0 Shares 2,838 Est. Cost $0.15 Unrealized
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $0 Shares 3,690 Est. Cost $82.94 Unrealized
OVV OVINTIV INC COM 0.0%
Value ($000) $0 Shares 8,141 Est. Cost $51.79 Unrealized -14.8%
IFF INTERNATIONAL FLAVORS FRAGRA COM 0.0%
Value ($000) $0 Shares 3,933 Est. Cost $120.34 Unrealized -23.9%
WOLFSPEED INC COM 0.0%
Value ($000) $0 Shares 5,908 Est. Cost $100.79 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $0 Shares 3,320 Est. Cost $126.14 Unrealized -8.3%
ETSY ETSY INC COM 0.0%
Value ($000) $0 Shares 3,380 Est. Cost $121.43 Unrealized +2.1%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $0 Shares 6,175 Est. Cost $92.75 Unrealized -13.7%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $0 Shares 10,402 Est. Cost $28.36 Unrealized +12.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $0 Shares 9,767 Est. Cost $37.41 Unrealized +15.2%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 3,811 Est. Cost $212.91 Unrealized -45.7%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 16,868 Est. Cost $111.67 Unrealized -76.0%
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $0 Shares 8,019 Est. Cost $61.46 Unrealized -16.2%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $0 Shares 3,762 Est. Cost $90.85 Unrealized +23.9%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $0 Shares 3,797 Est. Cost $100.32 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 11,303 Est. Cost $28.42 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $0 Shares 4,207 Est. Cost $78.47 Unrealized -5.2%
OBDC OWL ROCK CAPITAL CORPORATION COM 0.0%
Value ($000) $0 Shares 33,630 Est. Cost $8.77 Unrealized +4.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1,673 Est. Cost $163.19 Unrealized +33.1%
TLH ISHARES TR 10 20 YR TRS ETF 0.0%
Value ($000) $0 Shares 3,567 Est. Cost $86.65 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK MKT 0.0%
Value ($000) $0 Shares 2,001 Est. Cost $384.50 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $0 Shares 10,248 Est. Cost $714.77 Unrealized
AIN ALBANY INTL CORP CL A 0.0%
Value ($000) $0 Shares 3,847 Est. Cost $77.70 Unrealized +24.8%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 3,159 Est. Cost $96.62 Unrealized +7.7%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 3,316 Est. Cost $45.47 Unrealized +5.1%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3,726 Est. Cost $73.30 Unrealized +37.1%
NSP INSPERITY INC COM 0.0%
Value ($000) $0 Shares 3,274 Est. Cost $82.33 Unrealized +30.0%
IXJ ISHARES TR GLOB HLTHCRE ETF 0.0%
Value ($000) $0 Shares 4,384 Est. Cost $0.08 Unrealized
CHD CHURCH DWIGHT CO INC COM 0.0%
Value ($000) $0 Shares 4,584 Est. Cost $76.85 Unrealized +5.0%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $0 Shares 1,648 Est. Cost $201.26 Unrealized +6.9%
AFL AFLAC INC COM 0.0%
Value ($000) $0 Shares 5,112 Est. Cost $40.10 Unrealized +60.3%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 1,312 Est. Cost $223.64 Unrealized +16.7%
ROST ROSS STORES INC COM 0.0%
Value ($000) $0 Shares 3,151 Est. Cost $82.04 Unrealized +32.6%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,194 Est. Cost $59.90 Unrealized +1.8%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $0 Shares 9,249 Est. Cost $32.98 Unrealized +5.0%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $0 Shares 4,173 Est. Cost $89.96 Unrealized -0.4%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $0 Shares 2,290 Est. Cost $97.01 Unrealized +73.9%
APA APA CORPORATION COM 0.0%
Value ($000) $0 Shares 7,764 Est. Cost $31.83 Unrealized +13.5%
AOS SMITH A O CORP COM 0.0%
Value ($000) $0 Shares 6,331 Est. Cost $54.10 Unrealized +14.2%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $0 Shares 2,884 Est. Cost $105.68 Unrealized +15.2%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $0 Shares 3,682 Est. Cost $96.16 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $0 Shares 2,988 Est. Cost $95.18 Unrealized +20.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $0 Shares 1,154 Est. Cost $132.06 Unrealized +138.2%
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $0 Shares 4,175 Est. Cost $73.87 Unrealized +26.2%
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value ($000) $0 Shares 15,713 Est. Cost $24.64 Unrealized
GNR SPDR INDEX SHS FDS GLB NAT RESRCE 0.0%
Value ($000) $0 Shares 6,233 Est. Cost $52.15 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $0 Shares 20,691 Est. Cost $14.26 Unrealized
BKU BANKUNITED INC COM 0.0%
Value ($000) $0 Shares 10,427 Est. Cost $35.65 Unrealized -18.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $0 Shares 6,012 Est. Cost $28.01 Unrealized +111.0%
IYG ISHARES TR U S FIN SVC ETF 0.0%
Value ($000) $0 Shares 2,241 Est. Cost $98.22 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $0 Shares 1,217 Est. Cost $550.90 Unrealized -33.8%
ALLETE INC COM NEW 0.0%
Value ($000) $0 Shares 5,449 Est. Cost $58.64 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $0 Shares 2,453 Est. Cost $152.57 Unrealized -3.9%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 1,819 Est. Cost $303.56 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN COM 0.0%
Value ($000) $0 Shares 4,162 Est. Cost $76.60 Unrealized -0.5%
HURN HURON CONSULTING GROUP INC COM 0.0%
Value ($000) $0 Shares 4,804 Est. Cost $48.90 Unrealized +48.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 4,156 Est. Cost $48.19 Unrealized +49.3%
CAJPY CANON INC SPONSORED ADR DELETED 0.0%
Value ($000) $0 Shares 16,069 Est. Cost $24.31 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.0%
Value ($000) $0 Shares 2,292 Est. Cost $161.77 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $0 Shares 5,940 Est. Cost $48.69 Unrealized +21.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4,622 Est. Cost $76.43 Unrealized +1.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $0 Shares 2,297 Est. Cost $84.19 Unrealized +116.9%
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value ($000) $0 Shares 1,709 Est. Cost $210.95 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 2,908 Est. Cost $89.61 Unrealized +13.8%
BDC BELDEN INC COM 0.0%
Value ($000) $0 Shares 4,727 Est. Cost $53.34 Unrealized +54.6%
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $0 Shares 8,966 Est. Cost $1485.93 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $0 Shares 536 Est. Cost $519.20 Unrealized +17.6%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $0 Shares 3,210 Est. Cost $66.30 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN COM 0.0%
Value ($000) $0 Shares 2,315 Est. Cost $128.97 Unrealized -2.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $0 Shares 6,885 Est. Cost $236.91 Unrealized -74.0%
NBHC NATIONAL BK HLDGS CORP CL A 0.0%
Value ($000) $0 Shares 7,992 Est. Cost $33.85 Unrealized +8.0%
ASGN ASGN INC COM 0.0%
Value ($000) $0 Shares 4,116 Est. Cost $83.95 Unrealized +3.3%
SBNY SIGNATURE BK NEW YORK N Y COM DELETED 0.0%
Value ($000) $0 Shares 2,908 Est. Cost $211.32 Unrealized
FSV FIRSTSERVICE CORP NEW COM 0.0%
Value ($000) $0 Shares 2,731 Est. Cost $121.35 Unrealized +11.5%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $0 Shares 8,207 Est. Cost $72.17 Unrealized -32.7%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $0 Shares 17,149 Est. Cost $25.23 Unrealized -4.2%
MTB M T BK CORP COM 0.0%
Value ($000) $0 Shares 2,269 Est. Cost $144.61 Unrealized -9.1%
TECH BIO TECHNE CORP COM 0.0%
Value ($000) $0 Shares 3,970 Est. Cost $81.65 Unrealized -6.9%
BR BROADRIDGE FINL SOLUTIONS IN COM 0.0%
Value ($000) $0 Shares 2,445 Est. Cost $146.80 Unrealized -7.2%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $0 Shares 389 Est. Cost $34.94 Unrealized +56.8%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $0 Shares 4,106 Est. Cost $80.27 Unrealized -1.4%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $0 Shares 4,990 Est. Cost $62.51 Unrealized +26.7%
CATALENT INC COM 0.0%
Value ($000) $0 Shares 7,208 Est. Cost $55.67 Unrealized
CM CANADIAN IMPERIAL BK COMM TO COM 0.0%
Value ($000) $0 Shares 7,902 Est. Cost $36.23 Unrealized +6.4%
KBR KBR INC COM 0.0%
Value ($000) $0 Shares 6,064 Est. Cost $31.95 Unrealized +58.6%
TMUS T MOBILE US INC COM 0.0%
Value ($000) $0 Shares 2,278 Est. Cost $114.47 Unrealized +22.3%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $0 Shares 2,156 Est. Cost $140.69 Unrealized +8.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $0 Shares 1,197 Est. Cost $280.23 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $0 Shares 1,803 Est. Cost $165.55 Unrealized +7.4%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $0 Shares 6,078 Est. Cost $55.08 Unrealized -6.0%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $0 Shares 116,676 Est. Cost $3.59 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1,844 Est. Cost $132.49 Unrealized +28.1%
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value ($000) $0 Shares 6,238 Est. Cost $48.74 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $0 Shares 3,881 Est. Cost $72.19 Unrealized -1.0%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $0 Shares 6,356 Est. Cost $40.62 Unrealized +2.9%
MARATHON OIL CORP COM 0.0%
Value ($000) $0 Shares 11,418 Est. Cost $22.60 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $0 Shares 10,499 Est. Cost $22.94 Unrealized +11.6%
HDEF DBX ETF TR XTRACK MSCI EAFE 0.0%
Value ($000) $0 Shares 14,064 Est. Cost $21.87 Unrealized
VGT VANGUARD WORLD FDS INF TECH ETF 0.0%
Value ($000) $0 Shares 959 Est. Cost $362.23 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $0 Shares 2,868 Est. Cost $60.42 Unrealized +67.8%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $0 Shares 1,281 Est. Cost $296.74 Unrealized -18.8%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $0 Shares 1,566 Est. Cost $177.36 Unrealized +10.9%
WING WINGSTOP INC COM 0.0%
Value ($000) $0 Shares 2,212 Est. Cost $154.87 Unrealized +6.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $0 Shares 5,043 Est. Cost $61.60 Unrealized -1.8%
WK WORKIVA INC COM CL A 0.0%
Value ($000) $0 Shares 3,572 Est. Cost $74.35 Unrealized +21.9%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $0 Shares 1,273 Est. Cost $200.57 Unrealized +17.1%
SSNC SS C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $0 Shares 5,753 Est. Cost $71.23 Unrealized -19.1%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $0 Shares 1,240 Est. Cost $164.20 Unrealized +51.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $0 Shares 3,107 Est. Cost $84.53 Unrealized -2.3%
BOX BOX INC CL A 0.0%
Value ($000) $0 Shares 9,560 Est. Cost $25.95 Unrealized +16.1%
MLPA GLOBAL X FDS GLBL X MLP ETF 0.0%
Value ($000) $0 Shares 7,228 Est. Cost $37.76 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $0 Shares 8,360 Est. Cost $35.12 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $0 Shares 1,282 Est. Cost $212.54 Unrealized -0.7%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $0 Shares 7,569 Est. Cost $45.15 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5,097 Est. Cost $58.21 Unrealized +0.6%
PATH UIPATH INC CL A 0.0%
Value ($000) $0 Shares 23,211 Est. Cost $37.78 Unrealized -60.0%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 9,645 Est. Cost $27.20 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $0 Shares 8,700 Est. Cost $38.52 Unrealized +7.9%
TFII TFI INTL INC COM 0.0%
Value ($000) $0 Shares 2,913 Est. Cost $53.20 Unrealized +118.9%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $0 Shares 8,647 Est. Cost $36.30 Unrealized -8.6%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $0 Shares 5,421 Est. Cost $29.24 Unrealized +68.9%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $0 Shares 8,819 Est. Cost $30.75 Unrealized +2.2%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $0 Shares 1,659 Est. Cost $168.02 Unrealized +5.1%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $0 Shares 4,687 Est. Cost $52.66 Unrealized +5.2%
ITRI ITRON INC COM 0.0%
Value ($000) $0 Shares 5,687 Est. Cost $78.06 Unrealized -29.3%
CRI CARTERS INC COM 0.0%
Value ($000) $0 Shares 3,848 Est. Cost $73.70 Unrealized -9.2%
IYE ISHARES TR U S ENERGY ETF 0.0%
Value ($000) $0 Shares 6,184 Est. Cost $0.05 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $0 Shares 2,605 Est. Cost $103.79 Unrealized +5.4%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $0 Shares 12,441 Est. Cost $33.55 Unrealized -21.1%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $0 Shares 1,999 Est. Cost $122.00 Unrealized +25.5%
LKQ LKQ CORP COM 0.0%
Value ($000) $0 Shares 5,341 Est. Cost $46.63 Unrealized +11.3%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $0 Shares 803 Est. Cost $309.39 Unrealized +45.2%
FND FLOOR DECOR HLDGS INC CL A 0.0%
Value ($000) $0 Shares 4,084 Est. Cost $97.83 Unrealized -8.1%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $0 Shares 4,522 Est. Cost $56.91 Unrealized -2.1%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $0 Shares 2,331 Est. Cost $93.74 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $0 Shares 1,677 Est. Cost $150.96 Unrealized +7.3%
FOXF FOX FACTORY HLDG CORP COM 0.0%
Value ($000) $0 Shares 3,092 Est. Cost $141.35 Unrealized -18.8%
PBR PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 0.0%
Value ($000) $0 Shares 26,126 Est. Cost $0.01 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $0 Shares 5,017 Est. Cost $53.29 Unrealized -9.4%
ALTRA INDL MOTION CORP COM DELETED 0.0%
Value ($000) $0 Shares 4,630 Est. Cost $55.44 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $0 Shares 1,160 Est. Cost $242.55 Unrealized -8.1%
GLPI GAMING LEISURE PPTYS INC COM 0.0%
Value ($000) $0 Shares 5,275 Est. Cost $42.74 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $0 Shares 6,819 Est. Cost $31.25 Unrealized +27.3%
RRC RANGE RES CORP COM 0.0%
Value ($000) $0 Shares 10,921 Est. Cost $23.00 Unrealized +9.5%
LCII LCI INDS COM 0.0%
Value ($000) $0 Shares 2,951 Est. Cost $106.03 Unrealized -8.2%
EQIX EQUINIX INC COM 0.0%
Value ($000) $0 Shares 417 Est. Cost $527.70 Unrealized +25.5%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 3,744 Est. Cost $117.93 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $0 Shares 319 Est. Cost $859.52 Unrealized +32.3%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 35,746 Est. Cost $8.19 Unrealized +7.7%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $0 Shares 3,524 Est. Cost $143.17 Unrealized -43.5%
L LOEWS CORP COM 0.0%
Value ($000) $0 Shares 4,619 Est. Cost $60.71 Unrealized -3.3%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2,238 Est. Cost $100.68 Unrealized -3.4%
WSC WILLSCOT MOBIL MINI HLDNG CO COM CL A 0.0%
Value ($000) $0 Shares 5,941 Est. Cost $30.42 Unrealized +58.3%
CNS COHEN STEERS INC COM 0.0%
Value ($000) $0 Shares 4,133 Est. Cost $57.43 Unrealized +10.2%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $0 Shares 5,506 Est. Cost $40.52 Unrealized +32.0%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.0%
Value ($000) $0 Shares 7,757 Est. Cost $0.03 Unrealized
LYB LYONDELLBASELL INDUSTRIES N SHS A 0.0%
Value ($000) $0 Shares 3,191 Est. Cost $66.35 Unrealized +14.9%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 9,208 Est. Cost $106.35 Unrealized -69.8%
DIOD DIODES INC COM 0.0%
Value ($000) $0 Shares 3,458 Est. Cost $78.33 Unrealized +14.3%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $0 Shares 4,241 Est. Cost $56.00 Unrealized +17.2%
NUE NUCOR CORP COM 0.0%
Value ($000) $0 Shares 1,984 Est. Cost $129.61 Unrealized +17.5%
KT KT CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 19,356 Est. Cost $13.93 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $0 Shares 2,261 Est. Cost $55.09 Unrealized +7.6%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.0%
Value ($000) $0 Shares 2,393 Est. Cost $100.83 Unrealized
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.0%
Value ($000) $0 Shares 5,265 Est. Cost $0.05 Unrealized
RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 0.0%
Value ($000) $0 Shares 6,304 Est. Cost $1088.86 Unrealized
MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 0.0%
Value ($000) $0 Shares 10,382 Est. Cost $22.43 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 0.0%
Value ($000) $0 Shares 4,872 Est. Cost $78.25 Unrealized -25.5%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $0 Shares 2,114 Est. Cost $112.99 Unrealized +28.1%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value ($000) $0 Shares 1,409 Est. Cost $167.22 Unrealized +26.7%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $0 Shares 8,818 Est. Cost $27.35 Unrealized +0.3%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $0 Shares 1,784 Est. Cost $128.34 Unrealized +13.0%
SUPN SUPERNUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 7,040 Est. Cost $30.37 Unrealized +26.6%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $0 Shares 1,564 Est. Cost $106.89 Unrealized +77.0%
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $0 Shares 4,384 Est. Cost $50.52 Unrealized +6.2%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $0 Shares 6,024 Est. Cost $79.51 Unrealized -48.1%
TTWO TAKE TWO INTERACTIVE SOFTWAR COM 0.0%
Value ($000) $0 Shares 2,370 Est. Cost $163.23 Unrealized -31.7%
HST HOST HOTELS RESORTS INC COM 0.0%
Value ($000) $0 Shares 15,300 Est. Cost $14.50 Unrealized +0.3%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $0 Shares 3,002 Est. Cost $89.37 Unrealized -20.6%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $0 Shares 2,054 Est. Cost $115.78 Unrealized +14.1%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $0 Shares 1,772 Est. Cost $126.33 Unrealized +6.9%
SAIA SAIA INC COM 0.0%
Value ($000) $0 Shares 1,166 Est. Cost $217.84 Unrealized +22.5%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 4,036 Est. Cost $59.06 Unrealized +4.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $0 Shares 1,905 Est. Cost $114.07 Unrealized +7.8%
ESGE ISHARES INC ESG AWR MSCI EM 0.0%
Value ($000) $0 Shares 8,042 Est. Cost $38.96 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $0 Shares 2,585 Est. Cost $146.49 Unrealized
BARNES GROUP INC COM 0.0%
Value ($000) $0 Shares 5,868 Est. Cost $0.04 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2,638 Est. Cost $142.44 Unrealized -29.1%
KOF COCA COLA FEMSA SAB DE CV SPONSORD ADR REP 0.0%
Value ($000) $0 Shares 3,517 Est. Cost $58.34 Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $0 Shares 8,398 Est. Cost $29.29 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1,857 Est. Cost $112.86 Unrealized +8.4%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $0 Shares 985 Est. Cost $206.59 Unrealized +11.6%
MEG MONTROSE ENVIRONMENTAL GROUP COM 0.0%
Value ($000) $0 Shares 5,287 Est. Cost $42.30 Unrealized +7.0%
CGNX COGNEX CORP COM 0.0%
Value ($000) $0 Shares 4,971 Est. Cost $66.10 Unrealized -25.1%
PODD INSULET CORP COM 0.0%
Value ($000) $0 Shares 794 Est. Cost $275.80 Unrealized +7.5%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 6,308 Est. Cost $40.30 Unrealized +3.3%
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value ($000) $0 Shares 10,207 Est. Cost $0.02 Unrealized
PBH PRESTIGE CONSMR HEALTHCARE I COM 0.0%
Value ($000) $0 Shares 3,728 Est. Cost $57.34 Unrealized +8.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $0 Shares 1,521 Est. Cost $134.83 Unrealized +3.0%
KN KNOWLES CORP COM 0.0%
Value ($000) $0 Shares 14,082 Est. Cost $19.78 Unrealized -11.8%
AMEDISYS INC COM 0.0%
Value ($000) $0 Shares 2,761 Est. Cost $105.06 Unrealized
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $0 Shares 6,735 Est. Cost $108.72 Unrealized -60.1%
MNRO MONRO INC COM 0.0%
Value ($000) $0 Shares 5,121 Est. Cost $60.56 Unrealized -18.0%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $0 Shares 977 Est. Cost $0.24 Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $0 Shares 2,431 Est. Cost $82.72 Unrealized +10.2%
PSI INVESCO EXCHANGE TRADED FD T DYNMC SEMICNDT 0.0%
Value ($000) $0 Shares 2,292 Est. Cost $89.88 Unrealized
RVLV REVOLVE GROUP INC CL A 0.0%
Value ($000) $0 Shares 10,286 Est. Cost $45.05 Unrealized -42.7%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $0 Shares 12,272 Est. Cost $12.37 Unrealized +68.7%
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $0 Shares 3,709 Est. Cost $63.80 Unrealized -4.8%
WAT WATERS CORP COM 0.0%
Value ($000) $0 Shares 667 Est. Cost $250.95 Unrealized +28.9%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $0 Shares 2,219 Est. Cost $68.59 Unrealized +37.3%
GEM GOLDMAN SACHS ETF TR ACTIVEBETA EME 0.0%
Value ($000) $0 Shares 8,052 Est. Cost $31.10 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 5,589 Est. Cost $32.51 Unrealized +5.2%
LYV LIVE NATION ENTERTAINMENT IN COM 0.0%
Value ($000) $0 Shares 3,271 Est. Cost $103.59 Unrealized -29.2%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $0 Shares 2,179 Est. Cost $116.75 Unrealized +1.6%
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $0 Shares 2,153 Est. Cost $122.77 Unrealized -1.7%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 2,679 Est. Cost $87.06 Unrealized -7.0%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $0 Shares 2,008 Est. Cost $112.83 Unrealized +9.2%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $0 Shares 3,776 Est. Cost $53.01 Unrealized +7.3%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $0 Shares 6,372 Est. Cost $180.78 Unrealized -66.9%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $0 Shares 2,377 Est. Cost $89.69 Unrealized +29.2%
STIP ISHARES TR 0 5 YR TIPS ETF 0.0%
Value ($000) $0 Shares 2,316 Est. Cost $0.10 Unrealized
VYX NCR CORP NEW COM 0.0%
Value ($000) $0 Shares 9,538 Est. Cost $13.30 Unrealized +15.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A 0.0%
Value ($000) $0 Shares 3,890 Est. Cost $65.42 Unrealized -8.7%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $0 Shares 2,474 Est. Cost $80.41 Unrealized +16.6%
PD PAGERDUTY INC COM 0.0%
Value ($000) $0 Shares 8,193 Est. Cost $30.44 Unrealized -3.6%
RY ROYAL BK CDA SUSTAINABL COM 0.0%
Value ($000) $0 Shares 2,323 Est. Cost $88.14 Unrealized +12.4%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $0 Shares 1,935 Est. Cost $115.85 Unrealized +0.5%
ST SENSATA TECHNOLOGIES HLDG PL SHS 0.0%
Value ($000) $0 Shares 5,410 Est. Cost $57.72 Unrealized -16.2%
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $0 Shares 4,413 Est. Cost $0.05 Unrealized
VWOB VANGUARD WHITEHALL FDS EM MK GOV BD ETF 0.0%
Value ($000) $0 Shares 3,541 Est. Cost $69.86 Unrealized
VIPS VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 0.0%
Value ($000) $0 Shares 15,863 Est. Cost $8.43 Unrealized
WORLD WRESTLING ENTMT INC CL A 0.0%
Value ($000) $0 Shares 3,158 Est. Cost $56.92 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $0 Shares 4,892 Est. Cost $45.32 Unrealized -1.7%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $0 Shares 5,941 Est. Cost $0.04 Unrealized
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $0 Shares 2,749 Est. Cost $64.94 Unrealized -6.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $0 Shares 1,790 Est. Cost $101.47 Unrealized -0.4%
TROX TRONOX HOLDINGS PLC SHS 0.0%
Value ($000) $0 Shares 15,315 Est. Cost $18.07 Unrealized -14.7%
SPYV SPDR SER TR PRTFLO S P500 VL 0.0%
Value ($000) $0 Shares 5,376 Est. Cost $0.04 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $0 Shares 3,402 Est. Cost $79.62 Unrealized -36.9%
ECL ECOLAB INC COM 0.0%
Value ($000) $0 Shares 1,430 Est. Cost $172.79 Unrealized -12.6%
HASI HANNON ARMSTRONG SUST INFR C COM 0.0%
Value ($000) $0 Shares 7,144 Est. Cost $24.08 Unrealized +9.9%
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 3,451 Est. Cost $0.06 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $0 Shares 2,518 Est. Cost $66.68 Unrealized +20.5%
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value ($000) $0 Shares 4,180 Est. Cost $47.43 Unrealized -2.6%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $0 Shares 4,016 Est. Cost $65.65 Unrealized -18.7%
BMBL BUMBLE INC COM CL A 0.0%
Value ($000) $0 Shares 9,578 Est. Cost $23.00 Unrealized -1.8%
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 2,610 Est. Cost $66.07 Unrealized +15.3%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $0 Shares 1,207 Est. Cost $153.47 Unrealized +0.7%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $0 Shares 19,763 Est. Cost $7.59 Unrealized +40.6%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $0 Shares 14,377 Est. Cost $18.66 Unrealized -33.4%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 16,484 Est. Cost $14.06 Unrealized +18.3%
DUCK CREEK TECHNOLOGIES INC SHS DELETED 0.0%
Value ($000) $0 Shares 15,438 Est. Cost $36.14 Unrealized
NEXTIER OILFIELD SOLUTIONS COM 0.0%
Value ($000) $0 Shares 19,331 Est. Cost $4.81 Unrealized
XP XP INC CL A 0.0%
Value ($000) $0 Shares 11,042 Est. Cost $30.16 Unrealized -52.8%
SMFG SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 0.0%
Value ($000) $0 Shares 21,015 Est. Cost $6.61 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 26,741 Est. Cost $7.58 Unrealized
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $0 Shares 13,039 Est. Cost $12.63 Unrealized
SLRC SLR INVESTMENT CORP COM 0.0%
Value ($000) $0 Shares 11,316 Est. Cost $11.21 Unrealized -0.7%
GDYN GRID DYNAMICS HLDGS INC CL A 0.0%
Value ($000) $0 Shares 13,630 Est. Cost $12.97 Unrealized -9.5%
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $0 Shares 10,292 Est. Cost $40.87 Unrealized -66.5%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $0 Shares 16,858 Est. Cost $25.20 Unrealized -62.2%
OLO INC CL A 0.0%
Value ($000) $0 Shares 21,979 Est. Cost $18.83 Unrealized
PETIQ INC COM CL A 0.0%
Value ($000) $0 Shares 14,200 Est. Cost $5.00 Unrealized
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $0 Shares 25,229 Est. Cost $5.94 Unrealized -10.3%
WWW WOLVERINE WORLD WIDE INC COM 0.0%
Value ($000) $0 Shares 11,351 Est. Cost $12.08 Unrealized +15.8%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 65,954 Est. Cost $13.82 Unrealized
NVRI HARSCO CORP COM 0.0%
Value ($000) $0 Shares 19,242 Est. Cost $15.39 Unrealized -51.1%
PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 0.0%
Value ($000) $0 Shares 10,158 Est. Cost $17.65 Unrealized
FLWS 1 800 FLOWERS COM INC CL A 0.0%
Value ($000) $0 Shares 11,943 Est. Cost $7.94 Unrealized +28.8%
INFINERA CORP COM 0.0%
Value ($000) $0 Shares 16,658 Est. Cost $7.65 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN COM 0.0%
Value ($000) $0 Shares 12,255 Est. Cost $11.24 Unrealized -11.5%
CHRS COHERUS BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 12,223 Est. Cost $12.00 Unrealized -35.3%
CINT CI T INC COM CL A 0.0%
Value ($000) $0 Shares 14,790 Est. Cost $7.84 Unrealized -20.3%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $0 Shares 55,810 Est. Cost $3.27 Unrealized
CALAMP CORP COM 0.0%
Value ($000) $0 Shares 16,377 Est. Cost $8.85 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 15,435 Est. Cost $6.22 Unrealized
FTCHQ FARFETCH LTD ORD SH CL A 0.0%
Value ($000) $0 Shares 13,445 Est. Cost $18.84 Unrealized -71.2%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 11,380 Est. Cost $11.21 Unrealized -64.0%
VIMEO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 17,014 Est. Cost $10.33 Unrealized
SAN BANCO SANTANDER S A ADR 0.0%
Value ($000) $0 Shares 12,480 Est. Cost $3.52 Unrealized