FDx Advisors, Inc. Diversified Active

CIK: 0001566601 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 17, 2023

Total Value ($000): $1,823 (100.0% shares, 0.0% debt)

Holdings (745)

VOO VANGUARD INDEX FDS S P 500 ETF SHS 3.4%
Value ($000) $62 Shares 151,288 Est. Cost $299.84 Unrealized
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $49 Shares 142,622 Est. Cost $133.88 Unrealized +129.5%
AMZN AMAZON COM INC COM 2.2%
Value ($000) $40 Shares 309,691 Est. Cost $125.16 Unrealized -8.8%
IWF ISHARES TR RUS 1000 GRW ETF 1.6%
Value ($000) $29 Shares 103,691 Est. Cost $96.01 Unrealized
AAPL APPLE INC COM 1.4%
Value ($000) $26 Shares 133,435 Est. Cost $143.96 Unrealized +19.5%
IVV ISHARES TR CORE S P500 ETF 1.4%
Value ($000) $25 Shares 56,239 Est. Cost $343.50 Unrealized
IDEV ISHARES TR CORE MSCI INTL 1.2%
Value ($000) $23 Shares 368,958 Est. Cost $54.16 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 1.2%
Value ($000) $22 Shares 142,278 Est. Cost $107.90 Unrealized
V VISA INC COM CL A 1.2%
Value ($000) $22 Shares 93,955 Est. Cost $167.52 Unrealized +34.0%
AVGO BROADCOM INC COM 1.2%
Value ($000) $22 Shares 25,476 Est. Cost $32.94 Unrealized +108.7%
MBB ISHARES TR MBS ETF 1.2%
Value ($000) $22 Shares 231,015 Est. Cost $60.88 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 1.1%
Value ($000) $20 Shares 415,045 Est. Cost $42.52 Unrealized
FVD FIRST TR VALUE LINE DIVID IN SHS 1.1%
Value ($000) $20 Shares 507,354 Est. Cost $17.52 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 1.1%
Value ($000) $20 Shares 457,353 Est. Cost $36.97 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 1.1%
Value ($000) $20 Shares 272,458 Est. Cost $54.01 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.1%
Value ($000) $20 Shares 41,172 Est. Cost $286.00 Unrealized +62.5%
NFLX NETFLIX INC COM 1.0%
Value ($000) $19 Shares 42,648 Est. Cost $41.62 Unrealized -11.5%
RDVY FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 1.0%
Value ($000) $18 Shares 392,749 Est. Cost $42.53 Unrealized
MRK MERCK CO INC COM 1.0%
Value ($000) $18 Shares 159,627 Est. Cost $61.80 Unrealized +69.0%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 1.0%
Value ($000) $18 Shares 251,851 Est. Cost $0.07 Unrealized
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 0.9%
Value ($000) $16 Shares 294,326 Est. Cost $54.16 Unrealized
IHDG WISDOMTREE TR ITL HDG QTLY DIV 0.9%
Value ($000) $16 Shares 398,206 Est. Cost $25.52 Unrealized
MA MASTERCARD INCORPORATED CL A 0.9%
Value ($000) $16 Shares 40,651 Est. Cost $279.92 Unrealized +32.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.9%
Value ($000) $16 Shares 51,600 Est. Cost $188.01 Unrealized +48.8%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $16 Shares 130,816 Est. Cost $108.46 Unrealized +5.9%
AGG ISHARES TR CORE US AGGBD ET 0.7%
Value ($000) $13 Shares 137,215 Est. Cost $109.05 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.7%
Value ($000) $13 Shares 364,297 Est. Cost $29.90 Unrealized
STIP ISHARES TR 0 5 YR TIPS ETF 0.7%
Value ($000) $13 Shares 134,881 Est. Cost $0.10 Unrealized
ABT ABBOTT LABS COM 0.7%
Value ($000) $13 Shares 119,373 Est. Cost $82.82 Unrealized +22.5%
VTV VANGUARD INDEX FDS VALUE ETF 0.7%
Value ($000) $13 Shares 89,198 Est. Cost $107.29 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.7%
Value ($000) $12 Shares 25,282 Est. Cost $331.21 Unrealized +21.6%
NOW SERVICENOW INC COM 0.7%
Value ($000) $12 Shares 21,480 Est. Cost $71.24 Unrealized +40.4%
BUFR FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 0.6%
Value ($000) $12 Shares 464,300 Est. Cost $20.93 Unrealized
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $12 Shares 63,943 Est. Cost $108.01 Unrealized +47.3%
CRM SALESFORCE INC COM 0.6%
Value ($000) $11 Shares 54,283 Est. Cost $192.13 Unrealized +5.0%
IEFA ISHARES TR CORE MSCI EAFE 0.6%
Value ($000) $11 Shares 161,176 Est. Cost $58.93 Unrealized
LLY LILLY ELI CO COM 0.6%
Value ($000) $11 Shares 22,862 Est. Cost $128.62 Unrealized +219.9%
ABBV ABBVIE INC COM 0.6%
Value ($000) $11 Shares 78,958 Est. Cost $82.40 Unrealized +62.3%
META META PLATFORMS INC CL A 0.6%
Value ($000) $10 Shares 35,611 Est. Cost $220.29 Unrealized +11.2%
NVDA NVIDIA CORPORATION COM 0.6%
Value ($000) $10 Shares 24,075 Est. Cost $23.48 Unrealized +41.3%
VUG VANGUARD INDEX FDS GROWTH ETF 0.6%
Value ($000) $10 Shares 35,949 Est. Cost $113.12 Unrealized
IQLT ISHARES TR MSCI INTL QUALTY 0.6%
Value ($000) $10 Shares 281,772 Est. Cost $28.08 Unrealized
PULS PGIM ETF TR PGIM ULTRA SH BD 0.5%
Value ($000) $10 Shares 196,291 Est. Cost $0.05 Unrealized
JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 0.5%
Value ($000) $9 Shares 184,609 Est. Cost $38.45 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI CBOE VEST BUFERD 0.5%
Value ($000) $9 Shares 463,671 Est. Cost $17.89 Unrealized
FTLS FIRST TR EXCH TRADED FD III LNG SHT EQUITY 0.5%
Value ($000) $9 Shares 173,108 Est. Cost $0.05 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 0.5%
Value ($000) $9 Shares 160,518 Est. Cost $13.70 Unrealized
CSCO CISCO SYS INC COM 0.5%
Value ($000) $9 Shares 171,032 Est. Cost $32.27 Unrealized +41.0%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $9 Shares 132,418 Est. Cost $126.28 Unrealized -46.1%
ADSK AUTODESK INC COM 0.5%
Value ($000) $9 Shares 43,126 Est. Cost $192.30 Unrealized +4.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $9 Shares 89,219 Est. Cost $88.26 Unrealized +4.6%
HD HOME DEPOT INC COM 0.5%
Value ($000) $9 Shares 27,411 Est. Cost $180.54 Unrealized +53.1%
APD AIR PRODS CHEMS INC COM 0.4%
Value ($000) $8 Shares 26,972 Est. Cost $214.81 Unrealized +23.5%
IGSB ISHARES TR ISHS 1 5YR INVS 0.4%
Value ($000) $8 Shares 159,161 Est. Cost $59.08 Unrealized
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $8 Shares 189,838 Est. Cost $37.89 Unrealized -3.3%
LOW LOWES COS INC COM 0.4%
Value ($000) $8 Shares 34,754 Est. Cost $123.95 Unrealized +59.6%
CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 0.4%
Value ($000) $8 Shares 172,476 Est. Cost $38.22 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $8 Shares 49,557 Est. Cost $82.26 Unrealized +74.1%
PEP PEPSICO INC COM 0.4%
Value ($000) $8 Shares 41,981 Est. Cost $110.38 Unrealized +54.5%
ABNB AIRBNB INC COM CL A 0.4%
Value ($000) $8 Shares 58,730 Est. Cost $155.56 Unrealized -24.8%
USMV ISHARES TR MSCI USA MIN VOL 0.4%
Value ($000) $7 Shares 100,801 Est. Cost $57.97 Unrealized
IJR ISHARES TR CORE S P SCP ETF 0.4%
Value ($000) $7 Shares 74,271 Est. Cost $93.12 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $7 Shares 48,014 Est. Cost $112.18 Unrealized +26.0%
SPSB SPDR SER TR PORTFOLIO SHORT 0.4%
Value ($000) $7 Shares 245,755 Est. Cost $0.03 Unrealized
SPIB SPDR SER TR PORTFOLIO INTRMD 0.4%
Value ($000) $7 Shares 220,516 Est. Cost $32.63 Unrealized
KLAC KLA CORP COM NEW 0.4%
Value ($000) $7 Shares 14,227 Est. Cost $301.34 Unrealized +35.3%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $7 Shares 38,464 Est. Cost $136.63 Unrealized +13.1%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $7 Shares 57,588 Est. Cost $106.42 Unrealized +7.3%
EMLP FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 0.4%
Value ($000) $7 Shares 254,250 Est. Cost $16.36 Unrealized
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $7 Shares 66,995 Est. Cost $73.12 Unrealized +33.0%
TSLA TESLA INC COM 0.4%
Value ($000) $7 Shares 24,869 Est. Cost $219.75 Unrealized -9.0%
RS RELIANCE STEEL ALUMINUM CO COM 0.4%
Value ($000) $7 Shares 23,945 Est. Cost $228.76 Unrealized +8.2%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $6 Shares 21,779 Est. Cost $175.50 Unrealized +55.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $6 Shares 12,403 Est. Cost $517.29 Unrealized +3.5%
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $6 Shares 32,789 Est. Cost $151.20 Unrealized +17.0%
IWR ISHARES TR RUS MID CAP ETF 0.3%
Value ($000) $6 Shares 85,642 Est. Cost $72.01 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $6 Shares 85,555 Est. Cost $47.19 Unrealized +45.2%
MRSH MARSH MCLENNAN COS INC COM 0.3%
Value ($000) $6 Shares 32,610 Est. Cost $98.83 Unrealized +72.5%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.3%
Value ($000) $6 Shares 115,195 Est. Cost $60.21 Unrealized
SDY SPDR SER TR S P DIVID ETF 0.3%
Value ($000) $6 Shares 48,710 Est. Cost $97.13 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $6 Shares 28,162 Est. Cost $144.73 Unrealized +21.3%
FERG1GBX FERGUSON PLC NEW SHS 0.3%
Value ($000) $6 Shares 36,951 Est. Cost $27.10 Unrealized
XSOE WISDOMTREE TR EM EX ST OWNED 0.3%
Value ($000) $6 Shares 204,754 Est. Cost $32.57 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $6 Shares 76,399 Est. Cost $61.79 Unrealized +13.3%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $6 Shares 27,923 Est. Cost $107.42 Unrealized +58.6%
JNJ JOHNSON JOHNSON COM 0.3%
Value ($000) $6 Shares 33,620 Est. Cost $115.65 Unrealized +28.7%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $6 Shares 53,206 Est. Cost $57.59 Unrealized +64.0%
ILMN ILLUMINA INC COM 0.3%
Value ($000) $5 Shares 29,282 Est. Cost $283.00 Unrealized -28.5%
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $5 Shares 33,760 Est. Cost $58.60 Unrealized
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $5 Shares 17,906 Est. Cost $227.01 Unrealized +23.9%
ZTS ZOETIS INC CL A 0.3%
Value ($000) $5 Shares 31,543 Est. Cost $119.30 Unrealized +40.9%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $5 Shares 55,299 Est. Cost $64.96 Unrealized +30.1%
IGIB ISHARES TR ISHS 5 10YR INVT 0.3%
Value ($000) $5 Shares 106,254 Est. Cost $49.30 Unrealized
NANR SPDR INDEX SHS FDS S P NORTH AMER 0.3%
Value ($000) $5 Shares 102,684 Est. Cost $49.07 Unrealized
CMDY ISHARES U S ETF TR BLOOMBERG ROLL 0.3%
Value ($000) $5 Shares 105,681 Est. Cost $0.05 Unrealized
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.3%
Value ($000) $5 Shares 31,625 Est. Cost $171.20 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $5 Shares 48,206 Est. Cost $57.50 Unrealized +73.2%
TE CONNECTIVITY LTD SHS 0.3%
Value ($000) $5 Shares 36,868 Est. Cost $112.23 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 0.3%
Value ($000) $5 Shares 98,586 Est. Cost $19.71 Unrealized
VSS VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 0.3%
Value ($000) $5 Shares 45,818 Est. Cost $113.79 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.3%
Value ($000) $5 Shares 87,376 Est. Cost $4.37 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 0.3%
Value ($000) $5 Shares 215,517 Est. Cost $18.80 Unrealized
JPM JPMORGAN CHASE CO COM 0.3%
Value ($000) $5 Shares 32,607 Est. Cost $86.26 Unrealized +50.3%
INTU INTUIT COM 0.3%
Value ($000) $5 Shares 10,331 Est. Cost $385.47 Unrealized +11.8%
NKE NIKE INC CL B 0.3%
Value ($000) $5 Shares 42,446 Est. Cost $91.34 Unrealized +21.9%
IPAC ISHARES TR CORE MSCI PAC 0.3%
Value ($000) $5 Shares 79,512 Est. Cost $55.63 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.2%
Value ($000) $5 Shares 44,190 Est. Cost $102.83 Unrealized
HUBB HUBBELL INC COM 0.2%
Value ($000) $5 Shares 13,680 Est. Cost $246.13 Unrealized +8.6%
IT GARTNER INC COM 0.2%
Value ($000) $4 Shares 12,639 Est. Cost $163.54 Unrealized +99.1%
ORCL ORACLE CORP COM 0.2%
Value ($000) $4 Shares 36,775 Est. Cost $63.30 Unrealized +58.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $4 Shares 5,966 Est. Cost $281.10 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $4 Shares 70,889 Est. Cost $49.54 Unrealized +15.8%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $4 Shares 33,539 Est. Cost $118.28 Unrealized -6.7%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.2%
Value ($000) $4 Shares 31,630 Est. Cost $36.29 Unrealized
ACWV ISHARES INC MSCI GBL MIN VOL 0.2%
Value ($000) $4 Shares 42,439 Est. Cost $0.10 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $4 Shares 47,169 Est. Cost $89.61 Unrealized -11.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $4 Shares 40,988 Est. Cost $21.01 Unrealized
PLD PROLOGIS INC COM 0.2%
Value ($000) $4 Shares 33,103 Est. Cost $84.61 Unrealized +33.4%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $4 Shares 8,877 Est. Cost $349.37 Unrealized +24.2%
USFR WISDOMTREE TR FLOATNG RAT TREA 0.2%
Value ($000) $4 Shares 77,226 Est. Cost $46.64 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.2%
Value ($000) $4 Shares 17,536 Est. Cost $113.87 Unrealized
CCI CROWN CASTLE INC COM 0.2%
Value ($000) $4 Shares 33,733 Est. Cost $107.59 Unrealized -4.8%
VLUE ISHARES TR MSCI USA VALUE 0.2%
Value ($000) $4 Shares 40,634 Est. Cost $96.93 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.2%
Value ($000) $4 Shares 27,673 Est. Cost $114.27 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $4 Shares 112,729 Est. Cost $38.13 Unrealized -25.5%
TRV TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $4 Shares 20,475 Est. Cost $163.14 Unrealized +2.8%
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.2%
Value ($000) $4 Shares 88,417 Est. Cost $31.15 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $4 Shares 16,754 Est. Cost $159.19 Unrealized +30.5%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $3 Shares 7,492 Est. Cost $289.83 Unrealized +48.9%
OTEX OPEN TEXT CORP COM 0.2%
Value ($000) $3 Shares 82,624 Est. Cost $36.90 Unrealized 0.0%
SPYD SPDR SER TR PRTFLO S P500 HI 0.2%
Value ($000) $3 Shares 90,814 Est. Cost $43.06 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $3 Shares 17,162 Est. Cost $189.79 Unrealized -6.2%
WSO WATSCO INC COM 0.2%
Value ($000) $3 Shares 8,678 Est. Cost $290.42 Unrealized +16.8%
SPY SPDR S P 500 ETF TR TR UNIT 0.2%
Value ($000) $3 Shares 7,456 Est. Cost $251.13 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.2%
Value ($000) $3 Shares 91,840 Est. Cost $28.56 Unrealized
LIN LINDE PLC SHS 0.2%
Value ($000) $3 Shares 8,517 Est. Cost $352.90 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN COM 0.2%
Value ($000) $3 Shares 28,605 Est. Cost $97.01 Unrealized +7.9%
KB KB FINL GROUP INC SPONSORED ADR 0.2%
Value ($000) $3 Shares 88,304 Est. Cost $0.04 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value ($000) $3 Shares 8,882 Est. Cost $214.74 Unrealized +56.9%
COWZ PACER FDS TR US CASH COWS 100 0.2%
Value ($000) $3 Shares 65,135 Est. Cost $26.65 Unrealized
ADP AUTOMATIC DATA PROCESSING IN COM 0.2%
Value ($000) $3 Shares 14,153 Est. Cost $203.70 Unrealized -0.2%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $3 Shares 25,948 Est. Cost $98.95 Unrealized +9.5%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.2%
Value ($000) $3 Shares 60,426 Est. Cost $53.07 Unrealized
SPGI S P GLOBAL INC COM 0.2%
Value ($000) $3 Shares 7,566 Est. Cost $329.40 Unrealized +8.6%
DE DEERE CO COM 0.2%
Value ($000) $3 Shares 7,444 Est. Cost $277.47 Unrealized +32.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $3 Shares 8,792 Est. Cost $303.75 Unrealized +7.4%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $3 Shares 29,664 Est. Cost $87.24 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.2%
Value ($000) $3 Shares 8,277 Est. Cost $307.23 Unrealized +3.6%
BLV VANGUARD BD INDEX FDS LONG TERM BOND 0.2%
Value ($000) $3 Shares 38,931 Est. Cost $79.72 Unrealized
MCO MOODYS CORP COM 0.2%
Value ($000) $3 Shares 8,377 Est. Cost $258.83 Unrealized +19.9%
O REALTY INCOME CORP COM 0.2%
Value ($000) $3 Shares 48,400 Est. Cost $49.50 Unrealized +6.2%
PRF INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 0.2%
Value ($000) $3 Shares 17,618 Est. Cost $105.60 Unrealized
M D C HLDGS INC COM 0.2%
Value ($000) $3 Shares 61,463 Est. Cost $0.05 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $3 Shares 94,316 Est. Cost $38.97 Unrealized -30.9%
EOG EOG RES INC COM 0.2%
Value ($000) $3 Shares 24,443 Est. Cost $95.37 Unrealized +9.5%
MNST MONSTER BEVERAGE CORP NEW COM 0.2%
Value ($000) $3 Shares 48,678 Est. Cost $49.81 Unrealized +14.2%
SRE SEMPRA COM 0.2%
Value ($000) $3 Shares 18,860 Est. Cost $53.14 Unrealized +29.4%
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.1%
Value ($000) $3 Shares 36,223 Est. Cost $0.07 Unrealized
AJG GALLAGHER ARTHUR J CO COM 0.1%
Value ($000) $3 Shares 12,107 Est. Cost $203.16 Unrealized 0.0%
FAST FASTENAL CO COM 0.1%
Value ($000) $3 Shares 45,052 Est. Cost $21.09 Unrealized +21.8%
EWC ISHARES INC MSCI CDA ETF 0.1%
Value ($000) $3 Shares 74,346 Est. Cost $27.39 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $3 Shares 53,789 Est. Cost $42.22 Unrealized +7.6%
ANSYS INC COM 0.1%
Value ($000) $3 Shares 7,857 Est. Cost $169.92 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $3 Shares 4,688 Est. Cost $423.45 Unrealized +15.0%
JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 0.1%
Value ($000) $2 Shares 51,057 Est. Cost $23.03 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $2 Shares 13,094 Est. Cost $164.67 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.1%
Value ($000) $2 Shares 29,152 Est. Cost $77.77 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.1%
Value ($000) $2 Shares 25,216 Est. Cost $44.29 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2 Shares 55,894 Est. Cost $41.07 Unrealized -8.3%
SCZ ISHARES TR EAFE SML CP ETF 0.1%
Value ($000) $2 Shares 40,300 Est. Cost $52.90 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $2 Shares 20,991 Est. Cost $62.38 Unrealized +62.0%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $2 Shares 70,847 Est. Cost $23.31 Unrealized +14.9%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $2 Shares 25,215 Est. Cost $143.59 Unrealized -35.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $2 Shares 31,230 Est. Cost $58.67 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.1%
Value ($000) $2 Shares 10,971 Est. Cost $180.53 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $2 Shares 9,990 Est. Cost $206.90 Unrealized +3.3%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $2 Shares 43,397 Est. Cost $139.95 Unrealized -62.2%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2 Shares 8,856 Est. Cost $153.13 Unrealized +43.4%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.1%
Value ($000) $2 Shares 34,950 Est. Cost $58.81 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $2 Shares 24,961 Est. Cost $68.49 Unrealized +22.7%
CP CANADIAN PACIFIC KANSAS CITY COM ADDED 0.1%
Value ($000) $2 Shares 27,173 Est. Cost $77.51 Unrealized 0.0%
SHYG ISHARES TR 0 5YR HI YL CP 0.1%
Value ($000) $2 Shares 52,780 Est. Cost $7.84 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $2 Shares 58,231 Est. Cost $29.19 Unrealized +13.8%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $2 Shares 12,147 Est. Cost $419.32 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.1%
Value ($000) $2 Shares 12,406 Est. Cost $144.52 Unrealized +2.1%
DGRW WISDOMTREE TR US QTLY DIV GRT 0.1%
Value ($000) $2 Shares 30,970 Est. Cost $27.95 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $2 Shares 53,861 Est. Cost $37.97 Unrealized -17.8%
XME SPDR SER TR S P METALS MNG 0.1%
Value ($000) $2 Shares 39,097 Est. Cost $0.05 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $2 Shares 30,631 Est. Cost $46.51 Unrealized +21.5%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $2 Shares 17,987 Est. Cost $94.44 Unrealized +1.6%
CB CHUBB LIMITED COM 0.1%
Value ($000) $2 Shares 10,175 Est. Cost $125.02 Unrealized +51.8%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $2 Shares 34,380 Est. Cost $47.62 Unrealized +6.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $2 Shares 37,028 Est. Cost $57.06 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 0.1%
Value ($000) $2 Shares 19,572 Est. Cost $73.73 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $2 Shares 54,268 Est. Cost $33.67 Unrealized -9.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $2 Shares 5,550 Est. Cost $308.78 Unrealized -2.0%
ICLR ICON PLC SHS 0.1%
Value ($000) $2 Shares 7,579 Est. Cost $169.29 Unrealized +25.4%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $2 Shares 60,176 Est. Cost $32.77 Unrealized -7.3%
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $2 Shares 8,920 Est. Cost $253.60 Unrealized -21.5%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $2 Shares 12,945 Est. Cost $104.44 Unrealized +17.1%
EZU ISHARES INC MSCI EURZONE ETF 0.1%
Value ($000) $2 Shares 40,745 Est. Cost $28.59 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.1%
Value ($000) $2 Shares 9,364 Est. Cost $133.47 Unrealized
EQNR EQUINOR ASA SPONSORED ADR 0.1%
Value ($000) $2 Shares 62,120 Est. Cost $12.22 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $2 Shares 20,854 Est. Cost $65.08 Unrealized +17.0%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $2 Shares 3,980 Est. Cost $464.75 Unrealized -4.8%
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.1%
Value ($000) $2 Shares 36,532 Est. Cost $49.24 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $2 Shares 17,964 Est. Cost $65.25 Unrealized +35.7%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $2 Shares 4,462 Est. Cost $278.99 Unrealized +27.2%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $2 Shares 32,504 Est. Cost $59.08 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $2 Shares 24,982 Est. Cost $39.01 Unrealized +50.4%
MGC VANGUARD WORLD FD MEGA CAP INDEX 0.1%
Value ($000) $2 Shares 10,832 Est. Cost $131.81 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $2 Shares 6,031 Est. Cost $235.83 Unrealized +5.1%
PGNY PROGYNY INC COM 0.1%
Value ($000) $2 Shares 42,616 Est. Cost $36.02 Unrealized +0.2%
BLACKROCK INC COM 0.1%
Value ($000) $2 Shares 2,399 Est. Cost $486.70 Unrealized
XYZ BLOCK INC CL A 0.1%
Value ($000) $2 Shares 24,646 Est. Cost $98.14 Unrealized -36.3%
LAMR LAMAR ADVERTISING CO NEW CL A 0.1%
Value ($000) $2 Shares 16,522 Est. Cost $0.10 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.1%
Value ($000) $2 Shares 18,178 Est. Cost $17.76 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $2 Shares 22,586 Est. Cost $63.06 Unrealized
VEA VANGUARD TAX MANAGED FDS VAN FTSE DEV MKT 0.1%
Value ($000) $2 Shares 35,067 Est. Cost $33.20 Unrealized
SPYG SPDR SER TR PRTFLO S P500 GW 0.1%
Value ($000) $2 Shares 26,054 Est. Cost $27.35 Unrealized
SPSC SPS COMM INC COM 0.1%
Value ($000) $2 Shares 8,263 Est. Cost $144.13 Unrealized +12.0%
WMT WALMART INC COM 0.1%
Value ($000) $2 Shares 10,071 Est. Cost $36.10 Unrealized +35.6%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $2 Shares 9,066 Est. Cost $132.28 Unrealized +18.1%
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $2 Shares 27,292 Est. Cost $52.64 Unrealized
SAP SAP SE SPON ADR 0.1%
Value ($000) $2 Shares 11,342 Est. Cost $978.23 Unrealized
XT ISHARES TR EXPONENTIAL TECH 0.1%
Value ($000) $2 Shares 27,765 Est. Cost $40.26 Unrealized
EWU ISHARES TR MSCI UK ETF NEW 0.1%
Value ($000) $2 Shares 47,495 Est. Cost $0.03 Unrealized
BCE BCE INC COM NEW 0.1%
Value ($000) $2 Shares 33,585 Est. Cost $31.56 Unrealized +19.7%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $2 Shares 53,068 Est. Cost $31.62 Unrealized -15.8%
EWA ISHARES INC MSCI AUST ETF 0.1%
Value ($000) $2 Shares 67,379 Est. Cost $0.02 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.1%
Value ($000) $2 Shares 16,758 Est. Cost $87.04 Unrealized +2.5%
EFV ISHARES TR EAFE VALUE ETF 0.1%
Value ($000) $2 Shares 30,771 Est. Cost $31.40 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1 Shares 5,853 Est. Cost $77.49 Unrealized +34.3%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1 Shares 6,941 Est. Cost $143.42 Unrealized +42.6%
EEMA ISHARES INC MSCI EM ASIA ETF 0.1%
Value ($000) $1 Shares 22,668 Est. Cost $77.82 Unrealized
ALC ALCON AG ORD SHS 0.1%
Value ($000) $1 Shares 18,127 Est. Cost $61.87 Unrealized +22.5%
OC OWENS CORNING NEW COM 0.1%
Value ($000) $1 Shares 11,315 Est. Cost $87.44 Unrealized +25.3%
CRH PLC ADR 0.1%
Value ($000) $1 Shares 26,501 Est. Cost $36.38 Unrealized
WDAY WORKDAY INC CL A 0.1%
Value ($000) $1 Shares 6,434 Est. Cost $203.96 Unrealized -1.8%
FSV FIRSTSERVICE CORP NEW COM 0.1%
Value ($000) $1 Shares 9,404 Est. Cost $136.68 Unrealized +4.6%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value ($000) $1 Shares 11,927 Est. Cost $99.59 Unrealized +10.4%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1 Shares 20,272 Est. Cost $68.72 Unrealized -3.9%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $1 Shares 16,134 Est. Cost $80.63 Unrealized -4.2%
GOVT ISHARES TR US TREAS BD ETF 0.1%
Value ($000) $1 Shares 62,451 Est. Cost $6.22 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $1 Shares 1,985 Est. Cost $573.45 Unrealized +33.7%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $1 Shares 16,654 Est. Cost $46.88 Unrealized +67.2%
TGT TARGET CORP COM 0.1%
Value ($000) $1 Shares 10,727 Est. Cost $168.80 Unrealized -20.0%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $1 Shares 3,484 Est. Cost $353.22 Unrealized +11.2%
VT VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 0.1%
Value ($000) $1 Shares 14,117 Est. Cost $72.61 Unrealized
ROL ROLLINS INC COM 0.1%
Value ($000) $1 Shares 31,616 Est. Cost $33.76 Unrealized +16.4%
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $1 Shares 3,244 Est. Cost $369.02 Unrealized +4.3%
HEI HEICO CORP NEW COM 0.1%
Value ($000) $1 Shares 7,609 Est. Cost $142.54 Unrealized +18.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $1 Shares 14,901 Est. Cost $77.04 Unrealized +10.5%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $1 Shares 9,403 Est. Cost $105.75 Unrealized +18.9%
MKL MARKEL GROUP INC COM 0.1%
Value ($000) $1 Shares 936 Est. Cost $1183.26 Unrealized +13.3%
CHKP CHECK POINT SOFTWARE TECH LT ORD 0.1%
Value ($000) $1 Shares 10,265 Est. Cost $115.70 Unrealized +8.8%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $1 Shares 23,706 Est. Cost $43.01 Unrealized
LPLA LPL FINL HLDGS INC COM 0.1%
Value ($000) $1 Shares 5,844 Est. Cost $141.32 Unrealized +41.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1 Shares 27,780 Est. Cost $30.04 Unrealized +21.7%
IYW ISHARES TR U S TECH ETF 0.1%
Value ($000) $1 Shares 11,523 Est. Cost $0.09 Unrealized
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.1%
Value ($000) $1 Shares 30,822 Est. Cost $32.13 Unrealized
POOL POOL CORP COM 0.1%
Value ($000) $1 Shares 3,338 Est. Cost $290.54 Unrealized +13.4%
JKHY HENRY JACK ASSOC INC COM 0.1%
Value ($000) $1 Shares 7,423 Est. Cost $154.60 Unrealized -2.8%
SCTXX SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 0.1%
Value ($000) $1 Shares 1,231,438 Est. Cost $0.00 Unrealized
BSY BENTLEY SYS INC COM CL B 0.1%
Value ($000) $1 Shares 22,675 Est. Cost $42.74 Unrealized +7.7%
NDSN NORDSON CORP COM 0.1%
Value ($000) $1 Shares 4,955 Est. Cost $183.35 Unrealized +17.6%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $1 Shares 6,368 Est. Cost $135.75 Unrealized +27.2%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1 Shares 10,662 Est. Cost $101.66 Unrealized +2.3%
T AT T INC COM 0.1%
Value ($000) $1 Shares 74,143 Est. Cost $15.10 Unrealized -2.1%
RACE FERRARI N V COM 0.1%
Value ($000) $1 Shares 3,632 Est. Cost $168.63 Unrealized +72.8%
EMB ISHARES TR JPMORGAN USD EMG 0.1%
Value ($000) $1 Shares 13,617 Est. Cost $0.09 Unrealized
VTRS VIATRIS INC COM 0.1%
Value ($000) $1 Shares 117,354 Est. Cost $9.58 Unrealized -11.7%
XLE SELECT SECTOR SPDR TR ENERGY 0.1%
Value ($000) $1 Shares 14,327 Est. Cost $44.30 Unrealized
FLYW FLYWIRE CORPORATION COM VTG 0.1%
Value ($000) $1 Shares 37,398 Est. Cost $29.99 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.1%
Value ($000) $1 Shares 19,437 Est. Cost $41.54 Unrealized -11.8%
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $1 Shares 8,115 Est. Cost $121.09 Unrealized +8.2%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1 Shares 5,560 Est. Cost $177.58 Unrealized +5.3%
DLB DOLBY LABORATORIES INC COM CL A 0.1%
Value ($000) $1 Shares 13,535 Est. Cost $67.11 Unrealized +18.7%
EXPO EXPONENT INC COM 0.1%
Value ($000) $1 Shares 12,116 Est. Cost $86.76 Unrealized +4.6%
INTC INTEL CORP COM 0.1%
Value ($000) $1 Shares 33,787 Est. Cost $40.39 Unrealized -23.9%
FIS FIDELITY NATL INFORMATION SV COM 0.1%
Value ($000) $1 Shares 20,626 Est. Cost $97.08 Unrealized -47.0%
AON AON PLC SHS CL A 0.1%
Value ($000) $1 Shares 3,240 Est. Cost $195.67 Unrealized +62.9%
IGLB ISHARES TR 10 YR INVST GRD 0.1%
Value ($000) $1 Shares 21,606 Est. Cost $44.65 Unrealized
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $1 Shares 5,648 Est. Cost $146.00 Unrealized +33.9%
VGT VANGUARD WORLD FDS INF TECH ETF 0.1%
Value ($000) $1 Shares 2,484 Est. Cost $140.12 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $1 Shares 3,701 Est. Cost $234.05 Unrealized +18.8%
MCHP MICROCHIP TECHNOLOGY INC COM 0.1%
Value ($000) $1 Shares 12,039 Est. Cost $59.25 Unrealized +24.6%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $1 Shares 20,786 Est. Cost $55.84 Unrealized -14.8%
DWX SPDR INDEX SHS FDS S P INTL ETF 0.1%
Value ($000) $1 Shares 31,089 Est. Cost $32.39 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 0.1%
Value ($000) $1 Shares 21,430 Est. Cost $32.10 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $1 Shares 3,281 Est. Cost $293.51 Unrealized -1.5%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $1 Shares 390 Est. Cost $2047.36 Unrealized +27.0%
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $1 Shares 6,236 Est. Cost $159.36 Unrealized +0.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $1 Shares 12,513 Est. Cost $130.01 Unrealized
ROKU ROKU INC COM CL A 0.1%
Value ($000) $1 Shares 16,214 Est. Cost $119.45 Unrealized -49.1%
HLNE HAMILTON LANE INC CL A 0.1%
Value ($000) $1 Shares 12,939 Est. Cost $73.20 Unrealized -1.9%
GLOB GLOBANT S A COM 0.1%
Value ($000) $1 Shares 5,720 Est. Cost $192.30 Unrealized -14.7%
COOPER COS INC COM NEW 0.1%
Value ($000) $1 Shares 2,673 Est. Cost $361.94 Unrealized
NTAP NETAPP INC COM 0.1%
Value ($000) $1 Shares 13,272 Est. Cost $62.96 Unrealized +1.3%
TECK TECK RESOURCES LTD CL B 0.1%
Value ($000) $1 Shares 23,827 Est. Cost $35.30 Unrealized +21.7%
ZM ZOOM VIDEO COMMUNICATIONS IN CL A 0.1%
Value ($000) $1 Shares 14,783 Est. Cost $149.15 Unrealized -55.2%
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.1%
Value ($000) $1 Shares 13,228 Est. Cost $79.21 Unrealized
SEIC SEI INVTS CO COM 0.1%
Value ($000) $1 Shares 16,606 Est. Cost $54.91 Unrealized +2.0%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.1%
Value ($000) $1 Shares 7,150 Est. Cost $78.95 Unrealized
TRI THOMSON REUTERS CORP COM ADDED 0.1%
Value ($000) $1 Shares 7,300 Est. Cost $122.38 Unrealized 0.0%
MCK MCKESSON CORP COM 0.1%
Value ($000) $1 Shares 2,286 Est. Cost $219.04 Unrealized +73.3%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $1 Shares 4,040 Est. Cost $128.84 Unrealized +62.0%
RBA RB GLOBAL INC COM ADDED 0.1%
Value ($000) $1 Shares 16,083 Est. Cost $56.38 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $1 Shares 7,248 Est. Cost $79.13 Unrealized +54.9%
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $1 Shares 2,455 Est. Cost $225.23 Unrealized +45.8%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $1 Shares 9,900 Est. Cost $71.02 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $1 Shares 14,901 Est. Cost $48.59 Unrealized +21.3%
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.1%
Value ($000) $1 Shares 12,381 Est. Cost $79.03 Unrealized
TER TERADYNE INC COM 0.1%
Value ($000) $1 Shares 8,414 Est. Cost $91.86 Unrealized +7.9%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $1 Shares 1,187 Est. Cost $339.57 Unrealized +98.2%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $1 Shares 6,752 Est. Cost $109.31 Unrealized +17.8%
IBKR INTERACTIVE BROKERS GROUP IN COM CL A 0.1%
Value ($000) $1 Shares 11,256 Est. Cost $15.84 Unrealized +22.7%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $1 Shares 5,449 Est. Cost $191.08 Unrealized -2.0%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $1 Shares 1,964 Est. Cost $364.25 Unrealized +34.5%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $1 Shares 16,824 Est. Cost $46.84 Unrealized +11.5%
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $1 Shares 1,672 Est. Cost $410.15 Unrealized +32.0%
MCHI ISHARES TR MSCI CHINA ETF 0.0%
Value ($000) $1 Shares 20,049 Est. Cost $23.29 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 12,959 Est. Cost $61.74 Unrealized +4.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $1 Shares 24,120 Est. Cost $26.47 Unrealized +21.2%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 7,668 Est. Cost $74.78 Unrealized +47.0%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 2,173 Est. Cost $413.43 Unrealized -0.3%
BDX BECTON DICKINSON CO COM 0.0%
Value ($000) $1 Shares 3,366 Est. Cost $235.62 Unrealized +2.7%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $1 Shares 51,571 Est. Cost $15.04 Unrealized -1.7%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 19,149 Est. Cost $50.07 Unrealized -14.6%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $1 Shares 13,812 Est. Cost $69.61 Unrealized -12.5%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $1 Shares 9,327 Est. Cost $90.95 Unrealized -14.2%
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 11,507 Est. Cost $74.88 Unrealized -1.4%
LII LENNOX INTL INC COM 0.0%
Value ($000) $1 Shares 2,630 Est. Cost $249.87 Unrealized +10.1%
TECH BIO TECHNE CORP COM 0.0%
Value ($000) $1 Shares 10,457 Est. Cost $80.23 Unrealized -1.1%
TRNS TRANSCAT INC COM 0.0%
Value ($000) $1 Shares 9,969 Est. Cost $85.20 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $1 Shares 4,988 Est. Cost $94.68 Unrealized +59.8%
KXI ISHARES TR GLB CNSM STP ETF 0.0%
Value ($000) $1 Shares 13,554 Est. Cost $41.27 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $1 Shares 1,552 Est. Cost $533.15 Unrealized -12.1%
EFX EQUIFAX INC COM 0.0%
Value ($000) $1 Shares 3,495 Est. Cost $193.11 Unrealized +7.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $1 Shares 13,580 Est. Cost $54.51 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $1 Shares 8,148 Est. Cost $120.77 Unrealized -35.8%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $1 Shares 4,153 Est. Cost $210.49 Unrealized -4.2%
BFAM BRIGHT HORIZONS FAM SOL IN D COM 0.0%
Value ($000) $1 Shares 8,814 Est. Cost $142.99 Unrealized -40.9%
DOW DOW INC COM 0.0%
Value ($000) $1 Shares 15,302 Est. Cost $42.17 Unrealized +7.3%
IJH ISHARES TR CORE S P MCP ETF 0.0%
Value ($000) $1 Shares 3,094 Est. Cost $190.49 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $1 Shares 18,008 Est. Cost $35.87 Unrealized +11.3%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $1 Shares 7,714 Est. Cost $100.60 Unrealized +9.2%
DIA SPDR DOW JONES INDL AVERAGE UT SER 1 0.0%
Value ($000) $1 Shares 2,313 Est. Cost $312.04 Unrealized
WK WORKIVA INC COM CL A 0.0%
Value ($000) $1 Shares 7,787 Est. Cost $86.15 Unrealized +11.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATI CL A 0.0%
Value ($000) $1 Shares 2,673 Est. Cost $272.16 Unrealized +3.1%
FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF 0.0%
Value ($000) $1 Shares 17,372 Est. Cost $12.12 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 23,701 Est. Cost $42.83 Unrealized
STEP STEPSTONE GROUP INC COM CL A 0.0%
Value ($000) $1 Shares 31,694 Est. Cost $22.96 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $1 Shares 3,459 Est. Cost $185.17 Unrealized +11.5%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $1 Shares 3,435 Est. Cost $98.86 Unrealized +102.6%
STE STERIS PLC SHS USD 0.0%
Value ($000) $1 Shares 3,458 Est. Cost $136.09 Unrealized +43.6%
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.0%
Value ($000) $1 Shares 3,756 Est. Cost $81.72 Unrealized
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $1 Shares 33,414 Est. Cost $7.17 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $1 Shares 10,269 Est. Cost $68.76 Unrealized 0.0%
MEG MONTROSE ENVIRONMENTAL GROUP COM 0.0%
Value ($000) $1 Shares 18,069 Est. Cost $37.80 Unrealized -4.9%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $1 Shares 4,036 Est. Cost $180.84 Unrealized +1.2%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $1 Shares 6,719 Est. Cost $92.54 Unrealized -2.5%
IEF ISHARES TR 7 10 YR TRSY BD 0.0%
Value ($000) $1 Shares 7,611 Est. Cost $112.49 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $1 Shares 6,113 Est. Cost $100.51 Unrealized +5.0%
IUSB ISHARES TR CORE TOTAL USD 0.0%
Value ($000) $1 Shares 16,119 Est. Cost $27.24 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $1 Shares 3,231 Est. Cost $193.42 Unrealized +13.0%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 7,481 Est. Cost $59.07 Unrealized
ASPEN TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 4,286 Est. Cost $183.71 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $1 Shares 3,439 Est. Cost $121.13 Unrealized +39.7%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $1 Shares 22,323 Est. Cost $23.84 Unrealized +15.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 19,745 Est. Cost $16.28 Unrealized
NOVT NOVANTA INC COM 0.0%
Value ($000) $1 Shares 3,780 Est. Cost $163.58 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $1 Shares 9,840 Est. Cost $41.96 Unrealized +55.6%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $1 Shares 5,243 Est. Cost $98.30 Unrealized +23.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $1 Shares 9,549 Est. Cost $140.48 Unrealized -57.5%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $1 Shares 8,115 Est. Cost $75.51 Unrealized +5.9%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $1 Shares 10,142 Est. Cost $59.12 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $1 Shares 7,000 Est. Cost $46.36 Unrealized +1.7%
BAH BOOZ ALLEN HAMILTON HLDG COR CL A 0.0%
Value ($000) $1 Shares 6,095 Est. Cost $79.38 Unrealized +18.0%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 16,612 Est. Cost $30.57 Unrealized +32.6%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 2,991 Est. Cost $158.38 Unrealized +26.8%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $1 Shares 4,345 Est. Cost $137.63 Unrealized +7.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $1 Shares 11,698 Est. Cost $53.08 Unrealized +13.6%
IUSV ISHARES TR CORE S P US VLU 0.0%
Value ($000) $1 Shares 8,285 Est. Cost $63.35 Unrealized
MLPA GLOBAL X FDS GLBL X MLP ETF 0.0%
Value ($000) $1 Shares 15,071 Est. Cost $18.13 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $1 Shares 6,643 Est. Cost $76.24 Unrealized +26.5%
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR 0.0%
Value ($000) $1 Shares 28,432 Est. Cost $16.29 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $1 Shares 13,252 Est. Cost $51.01 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $1 Shares 4,330 Est. Cost $204.10 Unrealized -31.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 14,640 Est. Cost $37.17 Unrealized 0.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $1 Shares 776 Est. Cost $440.51 Unrealized +70.2%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $1 Shares 1,358 Est. Cost $388.35 Unrealized 0.0%
ABBNY ABB LTD SPONSORED ADR DELETED 0.0%
Value ($000) $1 Shares 15,979 Est. Cost $16.44 Unrealized
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $1 Shares 5,330 Est. Cost $116.56 Unrealized +0.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 3,353 Est. Cost $169.65 Unrealized -1.4%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 74,543 Est. Cost $6.01 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $1 Shares 15,385 Est. Cost $35.35 Unrealized +1.1%
LAM RESEARCH CORP COM 0.0%
Value ($000) $1 Shares 949 Est. Cost $284.16 Unrealized
FND FLOOR DECOR HLDGS INC CL A 0.0%
Value ($000) $1 Shares 5,859 Est. Cost $97.16 Unrealized -1.6%
THO THOR INDS INC COM 0.0%
Value ($000) $1 Shares 5,880 Est. Cost $91.51 Unrealized -12.8%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 16,999 Est. Cost $0.04 Unrealized
ACHC ACADIA HEALTHCARE COMPANY IN COM 0.0%
Value ($000) $1 Shares 7,586 Est. Cost $48.58 Unrealized +48.8%
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 15,336 Est. Cost $0.03 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 10,430 Est. Cost $40.14 Unrealized +41.1%
XLU SELECT SECTOR SPDR TR SBI INT UTILS 0.0%
Value ($000) $1 Shares 9,130 Est. Cost $53.05 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $1 Shares 5,290 Est. Cost $78.21 Unrealized +20.8%
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $1 Shares 1,805 Est. Cost $285.71 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $1 Shares 492 Est. Cost $999.55 Unrealized +25.8%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 9,746 Est. Cost $43.06 Unrealized +11.8%
EFAV ISHARES TR MSCI EAFE MIN VL 0.0%
Value ($000) $1 Shares 8,542 Est. Cost $0.07 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 4,435 Est. Cost $125.84 Unrealized -0.7%
CGNX COGNEX CORP COM 0.0%
Value ($000) $1 Shares 10,244 Est. Cost $58.17 Unrealized -12.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $1 Shares 9,231 Est. Cost $60.28 Unrealized +0.8%
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 9,014 Est. Cost $194.89 Unrealized -69.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $1 Shares 2,437 Est. Cost $146.56 Unrealized +48.5%
FCN FTI CONSULTING INC COM 0.0%
Value ($000) $1 Shares 2,999 Est. Cost $125.10 Unrealized +51.1%
VTI VANGUARD INDEX FDS TOTAL STK MKT 0.0%
Value ($000) $1 Shares 2,573 Est. Cost $299.07 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 631 Est. Cost $542.82 Unrealized +24.5%
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 0.0%
Value ($000) $1 Shares 9,147 Est. Cost $46.98 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $1 Shares 4,646 Est. Cost $84.81 Unrealized +32.5%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $1 Shares 2,296 Est. Cost $207.51 Unrealized +7.7%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 16,591 Est. Cost $18.61 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $1 Shares 3,873 Est. Cost $133.29 Unrealized +3.0%
LYB LYONDELLBASELL INDUSTRIES N SHS A 0.0%
Value ($000) $1 Shares 6,017 Est. Cost $70.87 Unrealized +7.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 2,036 Est. Cost $246.22 Unrealized +16.5%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $1 Shares 8,109 Est. Cost $71.69 Unrealized 0.0%
HYLB DBX ETF TR XTRACK USD HIGH 0.0%
Value ($000) $1 Shares 15,832 Est. Cost $46.80 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $1 Shares 10,906 Est. Cost $0.05 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $1 Shares 21,565 Est. Cost $92.83 Unrealized -72.9%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $1 Shares 4,122 Est. Cost $108.56 Unrealized +14.3%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $1 Shares 2,102 Est. Cost $206.15 Unrealized +4.2%
HESS CORP COM 0.0%
Value ($000) $1 Shares 3,957 Est. Cost $94.22 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 1,200 Est. Cost $450.39 Unrealized +8.4%
AMEDISYS INC COM 0.0%
Value ($000) $1 Shares 5,863 Est. Cost $49.52 Unrealized
MGV VANGUARD WORLD FD MEGA CAP VAL ETF 0.0%
Value ($000) $1 Shares 5,158 Est. Cost $96.18 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $1 Shares 7,171 Est. Cost $68.53 Unrealized 0.0%
VIPS VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 0.0%
Value ($000) $1 Shares 32,241 Est. Cost $4.16 Unrealized
IFF INTERNATIONAL FLAVORS FRAGRA COM 0.0%
Value ($000) $1 Shares 6,666 Est. Cost $103.84 Unrealized -22.9%
DY DYCOM INDS INC COM 0.0%
Value ($000) $1 Shares 4,675 Est. Cost $75.53 Unrealized +30.8%
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $1 Shares 4,520 Est. Cost $67.73 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T S P500 EQL TEC 0.0%
Value ($000) $1 Shares 1,793 Est. Cost $0.29 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 8,733 Est. Cost $38.69 Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $1 Shares 5,447 Est. Cost $88.78 Unrealized +5.5%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $1 Shares 19,414 Est. Cost $15.41 Unrealized +49.5%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $1 Shares 2,619 Est. Cost $134.30 Unrealized +29.5%
SAIA SAIA INC COM 0.0%
Value ($000) $1 Shares 1,501 Est. Cost $233.80 Unrealized +23.8%
AIN ALBANY INTL CORP CL A 0.0%
Value ($000) $1 Shares 5,509 Est. Cost $80.40 Unrealized +7.8%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 11,773 Est. Cost $90.16 Unrealized -64.5%
BR BROADRIDGE FINL SOLUTIONS IN COM 0.0%
Value ($000) $1 Shares 3,079 Est. Cost $146.40 Unrealized -1.1%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $1 Shares 6,685 Est. Cost $71.26 Unrealized 0.0%
EQIX EQUINIX INC COM 0.0%
Value ($000) $1 Shares 646 Est. Cost $586.11 Unrealized +18.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $1 Shares 3,770 Est. Cost $109.69 Unrealized +7.6%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 Shares 1,330 Est. Cost $268.08 Unrealized +37.6%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $0 Shares 380 Est. Cost $705.78 Unrealized +99.2%
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $0 Shares 7,896 Est. Cost $137.08 Unrealized -56.8%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 1,732 Est. Cost $273.04 Unrealized +9.1%
CSX CSX CORP COM 0.0%
Value ($000) $0 Shares 14,452 Est. Cost $30.43 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $0 Shares 3,890 Est. Cost $104.80 Unrealized +12.3%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $0 Shares 3,043 Est. Cost $144.91 Unrealized 0.0%
TLH ISHARES TR 10 20 YR TRS ETF 0.0%
Value ($000) $0 Shares 4,418 Est. Cost $69.98 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 62,697 Est. Cost $3.24 Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 6,316 Est. Cost $76.54 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 7,524 Est. Cost $68.59 Unrealized
IXJ ISHARES TR GLOB HLTHCRE ETF 0.0%
Value ($000) $0 Shares 5,594 Est. Cost $0.08 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $0 Shares 1,420 Est. Cost $162.86 Unrealized +82.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 4,261 Est. Cost $76.39 Unrealized +28.2%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 23,255 Est. Cost $24.33 Unrealized -27.7%
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $0 Shares 8,990 Est. Cost $60.14 Unrealized -18.2%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $0 Shares 1,927 Est. Cost $207.72 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $0 Shares 9,394 Est. Cost $35.70 Unrealized +24.7%
PATH UIPATH INC CL A 0.0%
Value ($000) $0 Shares 27,712 Est. Cost $34.25 Unrealized -53.2%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $0 Shares 8,077 Est. Cost $72.17 Unrealized -21.4%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $0 Shares 3,854 Est. Cost $110.59 Unrealized -3.1%
NSP INSPERITY INC COM 0.0%
Value ($000) $0 Shares 3,783 Est. Cost $85.93 Unrealized +27.0%
PFG PRINCIPAL FINANCIAL GROUP IN COM 0.0%
Value ($000) $0 Shares 5,902 Est. Cost $73.32 Unrealized -10.7%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $0 Shares 2,610 Est. Cost $141.54 Unrealized +15.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $0 Shares 1,820 Est. Cost $215.55 Unrealized +3.3%
AOS SMITH A O CORP COM 0.0%
Value ($000) $0 Shares 6,080 Est. Cost $54.10 Unrealized +20.8%
CME CME GROUP INC COM 0.0%
Value ($000) $0 Shares 2,392 Est. Cost $155.61 Unrealized +7.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 1,903 Est. Cost $224.94 Unrealized +1.3%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 6,163 Est. Cost $59.16 Unrealized +7.7%
RPM RPM INTL INC COM 0.0%
Value ($000) $0 Shares 4,905 Est. Cost $82.18 Unrealized 0.0%
BWA BORGWARNER INC COM 0.0%
Value ($000) $0 Shares 8,986 Est. Cost $33.28 Unrealized +19.2%
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $0 Shares 5,249 Est. Cost $55.33 Unrealized +47.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 14,943 Est. Cost $26.00 Unrealized +4.3%
AFL AFLAC INC COM 0.0%
Value ($000) $0 Shares 6,267 Est. Cost $44.36 Unrealized +42.5%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $0 Shares 12,903 Est. Cost $28.95 Unrealized +8.4%
RMD RESMED INC COM 0.0%
Value ($000) $0 Shares 1,986 Est. Cost $129.50 Unrealized +67.9%
BDC BELDEN INC COM 0.0%
Value ($000) $0 Shares 4,507 Est. Cost $53.34 Unrealized +59.7%
DXCM DEXCOM INC COM 0.0%
Value ($000) $0 Shares 3,356 Est. Cost $120.95 Unrealized 0.0%
IAC IAC INC COM NEW 0.0%
Value ($000) $0 Shares 6,841 Est. Cost $45.81 Unrealized 0.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $0 Shares 4,608 Est. Cost $80.16 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $0 Shares 5,559 Est. Cost $54.02 Unrealized +34.4%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $0 Shares 8,254 Est. Cost $43.01 Unrealized 0.0%
ICSH ISHARES TR BLACKROCK ULTRA 0.0%
Value ($000) $0 Shares 8,450 Est. Cost $50.51 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $0 Shares 2,618 Est. Cost $83.48 Unrealized
BL BLACKLINE INC COM 0.0%
Value ($000) $0 Shares 7,857 Est. Cost $94.99 Unrealized -41.6%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 2,048 Est. Cost $269.64 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION COM 0.0%
Value ($000) $0 Shares 31,358 Est. Cost $8.77 Unrealized +9.2%
FTNT FORTINET INC COM 0.0%
Value ($000) $0 Shares 5,574 Est. Cost $68.00 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $0 Shares 2,374 Est. Cost $152.57 Unrealized +6.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $0 Shares 438 Est. Cost $37.87 Unrealized +61.3%
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $0 Shares 1,723 Est. Cost $0.24 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I COM 0.0%
Value ($000) $0 Shares 6,328 Est. Cost $49.00 Unrealized +23.6%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $0 Shares 2,386 Est. Cost $106.03 Unrealized +49.7%
ATR APTARGROUP INC COM 0.0%
Value ($000) $0 Shares 3,562 Est. Cost $106.29 Unrealized +6.4%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $0 Shares 2,282 Est. Cost $168.40 Unrealized +0.6%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $0 Shares 765 Est. Cost $46.61 Unrealized +72.5%
FCX FREEPORT MCMORAN INC CL B 0.0%
Value ($000) $0 Shares 10,081 Est. Cost $25.82 Unrealized +42.4%
XPOF XPONENTIAL FITNESS INC COM CL A 0.0%
Value ($000) $0 Shares 23,214 Est. Cost $28.30 Unrealized 0.0%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 6,922 Est. Cost $85.28 Unrealized -47.7%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $0 Shares 1,770 Est. Cost $494.11 Unrealized -49.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $0 Shares 1,491 Est. Cost $239.77 Unrealized -4.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1,573 Est. Cost $163.19 Unrealized +49.2%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $0 Shares 7,459 Est. Cost $51.90 Unrealized -5.5%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $0 Shares 6,151 Est. Cost $48.97 Unrealized +16.0%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $0 Shares 7,796 Est. Cost $35.12 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $0 Shares 3,859 Est. Cost $98.71 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $0 Shares 2,748 Est. Cost $0.14 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $0 Shares 2,041 Est. Cost $162.14 Unrealized +0.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $0 Shares 7,743 Est. Cost $37.41 Unrealized +13.7%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $0 Shares 11,309 Est. Cost $29.91 Unrealized +5.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1,960 Est. Cost $179.75 Unrealized +0.6%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $0 Shares 1,021 Est. Cost $330.66 Unrealized 0.0%
WORLD WRESTLING ENTMT INC CL A 0.0%
Value ($000) $0 Shares 3,518 Est. Cost $51.10 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $0 Shares 38,191 Est. Cost $9.83 Unrealized -5.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 5,819 Est. Cost $55.91 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 3,958 Est. Cost $82.71 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 10,517 Est. Cost $33.01 Unrealized +1.7%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $0 Shares 11,560 Est. Cost $25.23 Unrealized +14.3%
USHY ISHARES TR BROAD USD HIGH 0.0%
Value ($000) $0 Shares 10,528 Est. Cost $32.74 Unrealized
HURN HURON CONSULTING GROUP INC COM 0.0%
Value ($000) $0 Shares 4,367 Est. Cost $48.90 Unrealized +67.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 6,442 Est. Cost $52.94 Unrealized -4.4%
LEN LENNAR CORP CL A 0.0%
Value ($000) $0 Shares 2,960 Est. Cost $105.19 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $0 Shares 3,215 Est. Cost $86.31 Unrealized +22.8%
FMX FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 0.0%
Value ($000) $0 Shares 3,321 Est. Cost $71.67 Unrealized
WOLFSPEED INC COM 0.0%
Value ($000) $0 Shares 6,593 Est. Cost $90.33 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $0 Shares 3,582 Est. Cost $105.75 Unrealized
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value ($000) $0 Shares 1,589 Est. Cost $210.95 Unrealized
PRVA PRIVIA HEALTH GROUP INC COM 0.0%
Value ($000) $0 Shares 13,954 Est. Cost $26.41 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $0 Shares 2,632 Est. Cost $105.68 Unrealized +25.7%
RGA REINSURANCE GRP OF AMERICA I COM NEW 0.0%
Value ($000) $0 Shares 2,610 Est. Cost $142.18 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $0 Shares 5,035 Est. Cost $27.17 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $0 Shares 1,612 Est. Cost $228.22 Unrealized -14.1%
CM CANADIAN IMPERIAL BK COMM TO COM 0.0%
Value ($000) $0 Shares 8,347 Est. Cost $36.30 Unrealized +3.7%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 3,127 Est. Cost $16.02 Unrealized
LKQ LKQ CORP COM 0.0%
Value ($000) $0 Shares 6,067 Est. Cost $47.22 Unrealized +9.2%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $0 Shares 6,084 Est. Cost $42.03 Unrealized +34.4%
HASI HANNON ARMSTRONG SUST INFR C COM 0.0%
Value ($000) $0 Shares 14,069 Est. Cost $23.17 Unrealized -4.0%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $0 Shares 3,197 Est. Cost $66.30 Unrealized
IYG ISHARES TR U S FIN SVC ETF 0.0%
Value ($000) $0 Shares 2,201 Est. Cost $98.22 Unrealized
MKC MCCORMICK CO INC COM NON VTG 0.0%
Value ($000) $0 Shares 3,971 Est. Cost $71.90 Unrealized +15.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A 0.0%
Value ($000) $0 Shares 5,306 Est. Cost $63.80 Unrealized -7.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $0 Shares 1,137 Est. Cost $164.20 Unrealized +65.7%
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $0 Shares 8,729 Est. Cost $1485.93 Unrealized
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $0 Shares 2,543 Est. Cost $91.53 Unrealized +28.7%
ITRI ITRON INC COM 0.0%
Value ($000) $0 Shares 4,762 Est. Cost $78.06 Unrealized -19.0%
SPLUNK INC COM 0.0%
Value ($000) $0 Shares 3,232 Est. Cost $0.11 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $0 Shares 1,246 Est. Cost $263.66 Unrealized +5.6%
ETSY ETSY INC COM 0.0%
Value ($000) $0 Shares 3,873 Est. Cost $117.97 Unrealized -20.1%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 Shares 4,213 Est. Cost $67.67 Unrealized 0.0%
ESGE ISHARES INC ESG AWR MSCI EM 0.0%
Value ($000) $0 Shares 10,231 Est. Cost $30.63 Unrealized
SQUARESPACE INC CLASS A 0.0%
Value ($000) $0 Shares 10,262 Est. Cost $0.03 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $0 Shares 12,737 Est. Cost $22.80 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 12,641 Est. Cost $23.68 Unrealized 0.0%
IEX IDEX CORP COM 0.0%
Value ($000) $0 Shares 1,490 Est. Cost $151.81 Unrealized +33.5%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $0 Shares 8,293 Est. Cost $23.33 Unrealized +45.5%
BOX BOX INC CL A 0.0%
Value ($000) $0 Shares 10,840 Est. Cost $26.16 Unrealized +5.9%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $0 Shares 4,414 Est. Cost $56.45 Unrealized +19.5%
OMCL OMNICELL COM COM 0.0%
Value ($000) $0 Shares 4,289 Est. Cost $67.45 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 29,183 Est. Cost $10.59 Unrealized -10.6%
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $0 Shares 23,359 Est. Cost $7.06 Unrealized
PSI INVESCO EXCHANGE TRADED FD T DYNMC SEMICNDT 0.0%
Value ($000) $0 Shares 2,292 Est. Cost $89.88 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value ($000) $0 Shares 6,100 Est. Cost $48.74 Unrealized
EMXC ISHARES INC MSCI EMRG CHN 0.0%
Value ($000) $0 Shares 6,047 Est. Cost $0.05 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $0 Shares 3,722 Est. Cost $0.08 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $0 Shares 2,285 Est. Cost $0.14 Unrealized
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $0 Shares 5,488 Est. Cost $55.08 Unrealized -6.7%
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value ($000) $0 Shares 11,517 Est. Cost $0.02 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $0 Shares 2,198 Est. Cost $160.35 Unrealized 0.0%
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $0 Shares 2,953 Est. Cost $101.29 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $0 Shares 1,405 Est. Cost $21.66 Unrealized +101.9%
FLJP FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 0.0%
Value ($000) $0 Shares 11,409 Est. Cost $0.03 Unrealized
MTB M T BK CORP COM 0.0%
Value ($000) $0 Shares 2,489 Est. Cost $141.61 Unrealized -21.9%
PPG PPG INDS INC COM 0.0%
Value ($000) $0 Shares 2,079 Est. Cost $111.65 Unrealized +17.9%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $0 Shares 1,259 Est. Cost $245.17 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $0 Shares 1,472 Est. Cost $1347.22 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $0 Shares 2,325 Est. Cost $138.63 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $0 Shares 679 Est. Cost $361.03 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $0 Shares 1,956 Est. Cost $112.99 Unrealized +20.5%
RRC RANGE RES CORP COM 0.0%
Value ($000) $0 Shares 10,240 Est. Cost $23.00 Unrealized +18.4%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $0 Shares 2,708 Est. Cost $95.18 Unrealized +10.5%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 Shares 7,335 Est. Cost $40.14 Unrealized 0.0%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 25,465 Est. Cost $8.19 Unrealized +17.1%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $0 Shares 1,895 Est. Cost $141.79 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS MTG BKD SECS ETF 0.0%
Value ($000) $0 Shares 6,398 Est. Cost $0.05 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $0 Shares 3,635 Est. Cost $81.72 Unrealized 0.0%
PODD INSULET CORP COM 0.0%
Value ($000) $0 Shares 1,017 Est. Cost $281.92 Unrealized +7.7%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $0 Shares 2,673 Est. Cost $73.04 Unrealized +29.8%
KBR KBR INC COM 0.0%
Value ($000) $0 Shares 4,465 Est. Cost $31.95 Unrealized +81.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $0 Shares 2,021 Est. Cost $135.71 Unrealized +2.0%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 4,134 Est. Cost $60.89 Unrealized
VFH VANGUARD WORLD FDS FINANCIALS ETF 0.0%
Value ($000) $0 Shares 3,540 Est. Cost $0.08 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $0 Shares 3,183 Est. Cost $84.42 Unrealized -5.1%
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $0 Shares 6,555 Est. Cost $47.28 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $0 Shares 695 Est. Cost $291.65 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 3,730 Est. Cost $48.19 Unrealized +60.8%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $0 Shares 8,645 Est. Cost $29.06 Unrealized +6.8%
XLI SELECT SECTOR SPDR TR SBI INT INDS 0.0%
Value ($000) $0 Shares 2,645 Est. Cost $0.11 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $0 Shares 16,744 Est. Cost $14.26 Unrealized
HDEF DBX ETF TR XTRACK MSCI EAFE 0.0%
Value ($000) $0 Shares 12,265 Est. Cost $21.87 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $0 Shares 1,948 Est. Cost $129.92 Unrealized +13.2%
KT KT CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 24,666 Est. Cost $10.94 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $0 Shares 5,932 Est. Cost $40.62 Unrealized +7.6%
TMUS T MOBILE US INC COM 0.0%
Value ($000) $0 Shares 2,004 Est. Cost $114.47 Unrealized +18.4%
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 6,495 Est. Cost $32.53 Unrealized +19.0%
ALLETE INC COM NEW 0.0%
Value ($000) $0 Shares 4,776 Est. Cost $58.64 Unrealized
SSNC SS C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $0 Shares 4,573 Est. Cost $71.23 Unrealized -20.2%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $0 Shares 7,093 Est. Cost $0.04 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $0 Shares 9,692 Est. Cost $714.77 Unrealized
JMST J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 0.0%
Value ($000) $0 Shares 5,458 Est. Cost $0.05 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $0 Shares 2,519 Est. Cost $103.60 Unrealized +3.1%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 9,288 Est. Cost $20.54 Unrealized +39.7%
LCII LCI INDS COM 0.0%
Value ($000) $0 Shares 2,166 Est. Cost $106.03 Unrealized -2.9%
FIVN FIVE9 INC COM 0.0%
Value ($000) $0 Shares 3,318 Est. Cost $67.12 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $0 Shares 1,116 Est. Cost $220.78 Unrealized -3.6%
STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 0.0%
Value ($000) $0 Shares 4,414 Est. Cost $78.25 Unrealized -27.7%
STAG STAG INDL INC COM 0.0%
Value ($000) $0 Shares 7,622 Est. Cost $0.04 Unrealized
CERT CERTARA INC COM 0.0%
Value ($000) $0 Shares 14,919 Est. Cost $21.12 Unrealized 0.0%
KOF COCA COLA FEMSA SAB DE CV SPONSORD ADR REP 0.0%
Value ($000) $0 Shares 3,268 Est. Cost $58.34 Unrealized
ASGN ASGN INC COM 0.0%
Value ($000) $0 Shares 3,592 Est. Cost $83.95 Unrealized -14.4%
RY ROYAL BK CDA COM 0.0%
Value ($000) $0 Shares 2,833 Est. Cost $89.46 Unrealized +6.7%
WSC WILLSCOT MOBIL MINI HLDNG CO COM CL A 0.0%
Value ($000) $0 Shares 5,646 Est. Cost $30.42 Unrealized +47.0%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $0 Shares 12,409 Est. Cost $18.08 Unrealized 0.0%
FLEX FLEX LTD ORD 0.0%
Value ($000) $0 Shares 9,700 Est. Cost $17.83 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $0 Shares 2,357 Est. Cost $102.49 Unrealized 0.0%
MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 0.0%
Value ($000) $0 Shares 10,755 Est. Cost $21.66 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 2,282 Est. Cost $108.41 Unrealized 0.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $0 Shares 1,390 Est. Cost $84.19 Unrealized +135.3%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $0 Shares 3,496 Est. Cost $78.47 Unrealized -11.7%
ARE ALEXANDRIA REAL ESTATE EQ IN COM 0.0%
Value ($000) $0 Shares 2,303 Est. Cost $128.97 Unrealized -19.9%
OII OCEANEERING INTL INC COM 0.0%
Value ($000) $0 Shares 13,884 Est. Cost $17.23 Unrealized 0.0%
WCC WESCO INTL INC COM 0.0%
Value ($000) $0 Shares 1,449 Est. Cost $142.14 Unrealized 0.0%
EEFT EURONET WORLDWIDE INC COM 0.0%
Value ($000) $0 Shares 2,205 Est. Cost $107.61 Unrealized +3.9%
KIDS ORTHOPEDIATRICS CORP COM 0.0%
Value ($000) $0 Shares 5,889 Est. Cost $46.11 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $0 Shares 1,096 Est. Cost $207.26 Unrealized +7.4%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $0 Shares 6,034 Est. Cost $47.99 Unrealized -5.1%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $0 Shares 1,032 Est. Cost $206.91 Unrealized +3.3%
ROST ROSS STORES INC COM 0.0%
Value ($000) $0 Shares 2,269 Est. Cost $82.04 Unrealized +24.5%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2,136 Est. Cost $100.68 Unrealized -7.5%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 6,027 Est. Cost $35.72 Unrealized 0.0%
RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 0.0%
Value ($000) $0 Shares 6,147 Est. Cost $1088.86 Unrealized
CRI CARTERS INC COM 0.0%
Value ($000) $0 Shares 3,462 Est. Cost $73.70 Unrealized -18.9%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $0 Shares 1,426 Est. Cost $0.17 Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $0 Shares 7,690 Est. Cost $29.29 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $0 Shares 2,152 Est. Cost $113.89 Unrealized +13.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $0 Shares 5,325 Est. Cost $63.63 Unrealized -35.9%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $0 Shares 5,703 Est. Cost $35.09 Unrealized 0.0%
GEM GOLDMAN SACHS ETF TR ACTIVEBETA EME 0.0%
Value ($000) $0 Shares 8,126 Est. Cost $31.10 Unrealized
ARMK ARAMARK COM 0.0%
Value ($000) $0 Shares 5,619 Est. Cost $26.35 Unrealized 0.0%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $0 Shares 10,301 Est. Cost $33.55 Unrealized -27.9%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $0 Shares 1,206 Est. Cost $182.38 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $0 Shares 2,957 Est. Cost $143.17 Unrealized -49.4%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $0 Shares 2,281 Est. Cost $60.42 Unrealized +47.7%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $0 Shares 2,188 Est. Cost $95.71 Unrealized 0.0%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $0 Shares 807 Est. Cost $261.83 Unrealized 0.0%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 5,941 Est. Cost $0.04 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 3,205 Est. Cost $65.98 Unrealized -0.6%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $0 Shares 6,262 Est. Cost $33.11 Unrealized 0.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $0 Shares 12,250 Est. Cost $17.50 Unrealized +9.1%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $0 Shares 4,657 Est. Cost $52.66 Unrealized -1.0%
AMG AFFILIATED MANAGERS GROUP IN COM 0.0%
Value ($000) $0 Shares 1,548 Est. Cost $143.06 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $0 Shares 19,398 Est. Cost $7.59 Unrealized +65.3%
SPYV SPDR SER TR PRTFLO S P500 VL 0.0%
Value ($000) $0 Shares 5,357 Est. Cost $0.04 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $101.47 Unrealized -0.0%
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $0 Shares 2,232 Est. Cost $91.12 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $0 Shares 3,003 Est. Cost $68.43 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $0 Shares 8,697 Est. Cost $0.03 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 3,927 Est. Cost $52.22 Unrealized 0.0%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $0 Shares 781 Est. Cost $260.93 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $0 Shares 1,345 Est. Cost $0.17 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $0 Shares 2,310 Est. Cost $83.62 Unrealized 0.0%
GGB GERDAU SA SPON ADR REP PFD 0.0%
Value ($000) $0 Shares 43,562 Est. Cost $0.01 Unrealized
SUMMIT MATLS INC CL A 0.0%
Value ($000) $0 Shares 5,954 Est. Cost $0.04 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $0 Shares 3,627 Est. Cost $60.16 Unrealized 0.0%
FRPT FRESHPET INC COM 0.0%
Value ($000) $0 Shares 3,418 Est. Cost $65.49 Unrealized 0.0%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $0 Shares 3,326 Est. Cost $53.01 Unrealized +15.9%
CROX CROCS INC COM 0.0%
Value ($000) $0 Shares 2,002 Est. Cost $119.17 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $0 Shares 1,509 Est. Cost $110.19 Unrealized +25.6%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1,518 Est. Cost $112.86 Unrealized +17.6%
NUE NUCOR CORP COM 0.0%
Value ($000) $0 Shares 1,340 Est. Cost $129.61 Unrealized +8.2%
BARNES GROUP INC COM 0.0%
Value ($000) $0 Shares 5,224 Est. Cost $0.04 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $0 Shares 1,342 Est. Cost $29.41 Unrealized 0.0%
VCYT VERACYTE INC COM 0.0%
Value ($000) $0 Shares 8,586 Est. Cost $24.24 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $0 Shares 8,259 Est. Cost $22.94 Unrealized +9.6%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $0 Shares 3,835 Est. Cost $40.95 Unrealized +21.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $0 Shares 17,155 Est. Cost $10.34 Unrealized
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $0 Shares 3,457 Est. Cost $63.80 Unrealized -9.1%
AZEK CO INC CL A 0.0%
Value ($000) $0 Shares 7,212 Est. Cost $0.03 Unrealized
KN KNOWLES CORP COM 0.0%
Value ($000) $0 Shares 11,904 Est. Cost $19.78 Unrealized -15.0%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $0 Shares 2,476 Est. Cost $94.11 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $0 Shares 3,307 Est. Cost $0.07 Unrealized
NBHC NATIONAL BK HLDGS CORP CL A 0.0%
Value ($000) $0 Shares 7,371 Est. Cost $33.85 Unrealized -14.9%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $0 Shares 1,810 Est. Cost $96.16 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value ($000) $0 Shares 3,439 Est. Cost $0.06 Unrealized
CNS COHEN STEERS INC COM 0.0%
Value ($000) $0 Shares 3,609 Est. Cost $57.43 Unrealized -6.7%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $0 Shares 2,204 Est. Cost $90.38 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 2,186 Est. Cost $49.18 Unrealized +63.9%
BKU BANKUNITED INC COM 0.0%
Value ($000) $0 Shares 9,617 Est. Cost $35.65 Unrealized -47.9%
PFFD GLOBAL X FDS US PFD ETF 0.0%
Value ($000) $0 Shares 10,604 Est. Cost $0.02 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value ($000) $0 Shares 4,557 Est. Cost $40.49 Unrealized 0.0%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $0 Shares 1,464 Est. Cost $115.78 Unrealized +15.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $0 Shares 550 Est. Cost $280.23 Unrealized
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $0 Shares 5,345 Est. Cost $36.92 Unrealized 0.0%
PBH PRESTIGE CONSMR HEALTHCARE I COM 0.0%
Value ($000) $0 Shares 3,390 Est. Cost $57.34 Unrealized +4.4%
CATALENT INC COM 0.0%
Value ($000) $0 Shares 4,639 Est. Cost $55.67 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $0 Shares 6,078 Est. Cost $32.98 Unrealized -10.0%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $0 Shares 19,872 Est. Cost $22.80 Unrealized -59.1%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $0 Shares 105,219 Est. Cost $1.73 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 0.0%
Value ($000) $0 Shares 24,418 Est. Cost $267.07 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN COM 0.0%
Value ($000) $0 Shares 13,988 Est. Cost $11.35 Unrealized +7.1%
MUFG MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 0.0%
Value ($000) $0 Shares 24,525 Est. Cost $0.01 Unrealized
WWW WOLVERINE WORLD WIDE INC COM 0.0%
Value ($000) $0 Shares 12,207 Est. Cost $12.22 Unrealized +15.5%
TROX TRONOX HOLDINGS PLC SHS 0.0%
Value ($000) $0 Shares 13,997 Est. Cost $18.07 Unrealized -30.4%
NVRI ENVIRI CORP COM 0.0%
Value ($000) $0 Shares 17,722 Est. Cost $15.39 Unrealized -46.5%
ORANY ORANGE SPONSORED ADR 0.0%
Value ($000) $0 Shares 14,747 Est. Cost $0.01 Unrealized
GDYN GRID DYNAMICS HLDGS INC CL A 0.0%
Value ($000) $0 Shares 18,143 Est. Cost $12.24 Unrealized -18.1%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $0 Shares 12,366 Est. Cost $0.01 Unrealized
NEXTIER OILFIELD SOLUTIONS COM 0.0%
Value ($000) $0 Shares 18,125 Est. Cost $4.81 Unrealized
SLRC SLR INVESTMENT CORP COM 0.0%
Value ($000) $0 Shares 10,855 Est. Cost $11.21 Unrealized -2.7%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 14,792 Est. Cost $641.82 Unrealized
DH DEFINITIVE HEALTHCARE CORP CLASS A COM 0.0%
Value ($000) $0 Shares 11,693 Est. Cost $10.30 Unrealized 0.0%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $0 Shares 39,243 Est. Cost $3.59 Unrealized
AROC ARCHROCK INC COM 0.0%
Value ($000) $0 Shares 12,043 Est. Cost $8.89 Unrealized 0.0%
SMFG SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 0.0%
Value ($000) $0 Shares 14,290 Est. Cost $6.61 Unrealized
VIV TELEFONICA BRASIL SA NEW ADR 0.0%
Value ($000) $0 Shares 12,152 Est. Cost $0.01 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $0 Shares 12,037 Est. Cost $18.66 Unrealized -52.4%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 79,558 Est. Cost $11.46 Unrealized
INFINERA CORP COM 0.0%
Value ($000) $0 Shares 18,320 Est. Cost $6.96 Unrealized
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $0 Shares 12,383 Est. Cost $0.00 Unrealized
CHRS COHERUS BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 12,062 Est. Cost $12.00 Unrealized -50.8%
VIMEO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 11,486 Est. Cost $10.33 Unrealized
ENIC ENEL CHILE S A SPONSORED ADR 0.0%
Value ($000) $0 Shares 13,662 Est. Cost $0.00 Unrealized
SAN BANCO SANTANDER S A ADR 0.0%
Value ($000) $0 Shares 11,376 Est. Cost $3.52 Unrealized
CALAMP CORP COM 0.0%
Value ($000) $0 Shares 15,368 Est. Cost $8.85 Unrealized