FDx Advisors, Inc. Diversified Active

CIK: 0001566601 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 2, 2023

Total Value ($000): $1,205 (100.0% shares, 0.0% debt)

Holdings (622)

VOO VANGUARD INDEX FDS S P 500 ETF SHS 4.7%
Value ($000) $57 Shares 144,516 Est. Cost $299.84 Unrealized
IVV ISHARES TR CORE S P500 ETF 2.6%
Value ($000) $31 Shares 72,433 Est. Cost $266.80 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 1.9%
Value ($000) $23 Shares 86,793 Est. Cost $96.01 Unrealized
MSFT MICROSOFT CORP COM 1.9%
Value ($000) $22 Shares 70,775 Est. Cost $133.88 Unrealized +142.5%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $22 Shares 174,318 Est. Cost $125.16 Unrealized +7.1%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 1.8%
Value ($000) $22 Shares 310,684 Est. Cost $47.37 Unrealized
IDEV ISHARES TR CORE MSCI INTL 1.8%
Value ($000) $21 Shares 361,932 Est. Cost $54.16 Unrealized
MBB ISHARES TR MBS ETF 1.7%
Value ($000) $20 Shares 227,598 Est. Cost $60.88 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 1.6%
Value ($000) $20 Shares 469,596 Est. Cost $36.00 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 1.5%
Value ($000) $18 Shares 393,116 Est. Cost $42.53 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 1.5%
Value ($000) $18 Shares 253,785 Est. Cost $0.07 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 1.4%
Value ($000) $17 Shares 362,739 Est. Cost $42.52 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 1.4%
Value ($000) $17 Shares 108,979 Est. Cost $107.90 Unrealized
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 1.3%
Value ($000) $16 Shares 301,705 Est. Cost $52.83 Unrealized
STIP ISHARES TR 0 5 YR TIPS ETF 1.1%
Value ($000) $13 Shares 131,227 Est. Cost $0.10 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $12 Shares 91,083 Est. Cost $108.46 Unrealized +19.0%
AGG ISHARES TR CORE US AGGBD ET 1.0%
Value ($000) $12 Shares 125,213 Est. Cost $109.05 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 0.9%
Value ($000) $11 Shares 465,075 Est. Cost $20.93 Unrealized
V VISA INC COM CL A 0.9%
Value ($000) $11 Shares 48,575 Est. Cost $167.52 Unrealized +41.0%
IEFA ISHARES TR CORE MSCI EAFE 0.8%
Value ($000) $9 Shares 146,093 Est. Cost $58.93 Unrealized
FTLS FIRST TR EXCH TRADED FD III LNG SHT EQUITY 0.8%
Value ($000) $9 Shares 175,478 Est. Cost $0.05 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI CBOE VEST BUFERD 0.8%
Value ($000) $9 Shares 468,525 Est. Cost $17.71 Unrealized
IQLT ISHARES TR MSCI INTL QUALTY 0.8%
Value ($000) $9 Shares 273,896 Est. Cost $28.08 Unrealized
AVGO BROADCOM INC COM 0.7%
Value ($000) $9 Shares 10,752 Est. Cost $32.94 Unrealized +154.9%
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $9 Shares 17,657 Est. Cost $286.00 Unrealized +64.3%
USMV ISHARES TR MSCI USA MIN VOL 0.7%
Value ($000) $9 Shares 122,616 Est. Cost $47.67 Unrealized
AAPL APPLE INC COM 0.7%
Value ($000) $9 Shares 51,347 Est. Cost $143.96 Unrealized +25.9%
VTV VANGUARD INDEX FDS VALUE ETF 0.7%
Value ($000) $9 Shares 63,511 Est. Cost $107.29 Unrealized
NFLX NETFLIX INC COM 0.7%
Value ($000) $9 Shares 23,193 Est. Cost $41.62 Unrealized +1.8%
VUG VANGUARD INDEX FDS GROWTH ETF 0.7%
Value ($000) $8 Shares 30,149 Est. Cost $113.12 Unrealized
ADBE ADOBE INC COM 0.7%
Value ($000) $8 Shares 15,857 Est. Cost $331.21 Unrealized +58.4%
JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 0.7%
Value ($000) $8 Shares 150,741 Est. Cost $13.70 Unrealized
NOW SERVICENOW INC COM 0.6%
Value ($000) $8 Shares 14,008 Est. Cost $71.24 Unrealized +60.1%
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $8 Shares 19,725 Est. Cost $279.92 Unrealized +41.5%
MRK MERCK CO INC COM 0.6%
Value ($000) $8 Shares 75,655 Est. Cost $61.80 Unrealized +61.5%
CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 0.6%
Value ($000) $8 Shares 168,893 Est. Cost $38.22 Unrealized
SPSB SPDR SER TR PORTFOLIO SHORT 0.6%
Value ($000) $7 Shares 252,489 Est. Cost $0.03 Unrealized
LLY ELI LILLY CO COM 0.6%
Value ($000) $7 Shares 13,769 Est. Cost $128.62 Unrealized +294.0%
IGSB ISHARES TR ISHS 1 5YR INVS 0.6%
Value ($000) $7 Shares 146,055 Est. Cost $59.08 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $7 Shares 47,571 Est. Cost $82.40 Unrealized +64.2%
META META PLATFORMS INC CL A 0.6%
Value ($000) $7 Shares 23,378 Est. Cost $220.29 Unrealized +35.8%
CRM SALESFORCE INC COM 0.6%
Value ($000) $7 Shares 33,069 Est. Cost $192.13 Unrealized +11.1%
SPIB SPDR SER TR PORTFOLIO INTRMD 0.5%
Value ($000) $6 Shares 199,723 Est. Cost $32.63 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $6 Shares 36,385 Est. Cost $82.26 Unrealized +77.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $6 Shares 19,739 Est. Cost $188.01 Unrealized +61.9%
PEP PEPSICO INC COM 0.5%
Value ($000) $6 Shares 35,340 Est. Cost $110.38 Unrealized +51.4%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $6 Shares 40,809 Est. Cost $112.18 Unrealized +28.5%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $6 Shares 36,307 Est. Cost $108.01 Unrealized +47.1%
GOVT ISHARES TR US TREAS BD ETF 0.5%
Value ($000) $6 Shares 261,584 Est. Cost $1.50 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.5%
Value ($000) $6 Shares 160,028 Est. Cost $29.90 Unrealized
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $6 Shares 12,859 Est. Cost $23.48 Unrealized +90.7%
XSOE WISDOMTREE TR EM EX ST OWNED 0.5%
Value ($000) $6 Shares 207,588 Est. Cost $32.13 Unrealized
NANR SPDR INDEX SHS FDS S P NORTH AMER 0.5%
Value ($000) $6 Shares 104,098 Est. Cost $48.40 Unrealized
ABT ABBOTT LABS COM 0.5%
Value ($000) $6 Shares 56,793 Est. Cost $82.82 Unrealized +21.3%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $5 Shares 100,969 Est. Cost $32.27 Unrealized +55.9%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $5 Shares 41,089 Est. Cost $106.42 Unrealized +20.6%
IWR ISHARES TR RUS MID CAP ETF 0.4%
Value ($000) $5 Shares 77,471 Est. Cost $72.01 Unrealized
CMDY ISHARES U S ETF TR BLOOMBERG ROLL 0.4%
Value ($000) $5 Shares 103,277 Est. Cost $0.05 Unrealized
APD AIR PRODS CHEMS INC COM 0.4%
Value ($000) $5 Shares 18,569 Est. Cost $214.81 Unrealized +28.0%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.4%
Value ($000) $5 Shares 40,048 Est. Cost $28.69 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.4%
Value ($000) $5 Shares 101,405 Est. Cost $60.21 Unrealized
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $5 Shares 55,411 Est. Cost $73.12 Unrealized +26.5%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $5 Shares 72,319 Est. Cost $47.19 Unrealized +42.4%
IJR ISHARES TR CORE S P SCP ETF 0.4%
Value ($000) $5 Shares 52,684 Est. Cost $93.12 Unrealized
IGIB ISHARES TR ISHS 5 10YR INVT 0.4%
Value ($000) $5 Shares 101,199 Est. Cost $49.30 Unrealized
ABNB AIRBNB INC COM CL A 0.4%
Value ($000) $5 Shares 35,712 Est. Cost $155.56 Unrealized -11.2%
HD HOME DEPOT INC COM 0.4%
Value ($000) $5 Shares 16,214 Est. Cost $180.54 Unrealized +67.8%
ADSK AUTODESK INC COM 0.4%
Value ($000) $5 Shares 23,543 Est. Cost $192.30 Unrealized +9.3%
MRSH MARSH MCLENNAN COS INC COM 0.4%
Value ($000) $5 Shares 25,489 Est. Cost $98.83 Unrealized +86.8%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $5 Shares 18,218 Est. Cost $175.50 Unrealized +53.6%
NVO NOVO NORDISK A S ADR 0.4%
Value ($000) $5 Shares 50,492 Est. Cost $39.21 Unrealized
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.4%
Value ($000) $5 Shares 28,482 Est. Cost $171.20 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 0.4%
Value ($000) $4 Shares 87,875 Est. Cost $19.71 Unrealized
ADP AUTOMATIC DATA PROCESSING IN COM 0.4%
Value ($000) $4 Shares 17,846 Est. Cost $209.38 Unrealized +10.4%
ETN EATON CORP PLC SHS 0.4%
Value ($000) $4 Shares 19,830 Est. Cost $107.42 Unrealized +95.2%
VSS VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 0.3%
Value ($000) $4 Shares 39,255 Est. Cost $113.79 Unrealized
IPAC ISHARES TR CORE MSCI PAC 0.3%
Value ($000) $4 Shares 72,529 Est. Cost $55.63 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.3%
Value ($000) $4 Shares 30,477 Est. Cost $103.77 Unrealized
ACWV ISHARES INC MSCI GBL MIN VOL 0.3%
Value ($000) $4 Shares 41,520 Est. Cost $0.10 Unrealized
SDY SPDR SER TR S P DIVID ETF 0.3%
Value ($000) $4 Shares 34,016 Est. Cost $97.13 Unrealized
JNJ JOHNSON JOHNSON COM 0.3%
Value ($000) $4 Shares 24,994 Est. Cost $115.65 Unrealized +32.5%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $4 Shares 32,894 Est. Cost $57.50 Unrealized +75.6%
TLT ISHARES TR 20 YR TR BD ETF 0.3%
Value ($000) $4 Shares 42,775 Est. Cost $102.83 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $4 Shares 24,126 Est. Cost $136.63 Unrealized +11.0%
VLUE ISHARES TR MSCI USA VALUE 0.3%
Value ($000) $4 Shares 40,634 Est. Cost $96.93 Unrealized
USFR WISDOMTREE TR FLOATNG RAT TREA 0.3%
Value ($000) $4 Shares 72,970 Est. Cost $46.64 Unrealized
ZTS ZOETIS INC CL A 0.3%
Value ($000) $4 Shares 20,306 Est. Cost $119.30 Unrealized +48.3%
IWO ISHARES TR RUS 2000 GRW ETF 0.3%
Value ($000) $4 Shares 15,743 Est. Cost $0.23 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.3%
Value ($000) $3 Shares 21,183 Est. Cost $0.16 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $3 Shares 77,374 Est. Cost $37.89 Unrealized +9.5%
VO VANGUARD INDEX FDS MID CAP ETF 0.3%
Value ($000) $3 Shares 15,779 Est. Cost $113.87 Unrealized
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.3%
Value ($000) $3 Shares 80,042 Est. Cost $31.15 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $3 Shares 5,390 Est. Cost $281.10 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.3%
Value ($000) $3 Shares 44,941 Est. Cost $31.72 Unrealized
SPYD SPDR SER TR PRTFLO S P500 HI 0.3%
Value ($000) $3 Shares 86,499 Est. Cost $43.06 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $3 Shares 12,117 Est. Cost $219.75 Unrealized +16.9%
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.2%
Value ($000) $3 Shares 43,772 Est. Cost $0.07 Unrealized
EFAV ISHARES TR MSCI EAFE MIN VL 0.2%
Value ($000) $3 Shares 46,054 Est. Cost $0.07 Unrealized
IT GARTNER INC COM 0.2%
Value ($000) $3 Shares 8,724 Est. Cost $163.54 Unrealized +113.3%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $3 Shares 51,123 Est. Cost $126.28 Unrealized -48.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $3 Shares 5,892 Est. Cost $517.29 Unrealized +2.2%
SPTL SPDR SER TR PORTFOLIO LN TSR 0.2%
Value ($000) $3 Shares 113,098 Est. Cost $0.03 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $3 Shares 8,222 Est. Cost $303.75 Unrealized +16.8%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $3 Shares 23,227 Est. Cost $118.28 Unrealized -2.7%
PLD PROLOGIS INC COM 0.2%
Value ($000) $3 Shares 24,656 Est. Cost $84.61 Unrealized +33.6%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.2%
Value ($000) $3 Shares 57,467 Est. Cost $53.07 Unrealized
PRF INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 0.2%
Value ($000) $3 Shares 86,491 Est. Cost $21.53 Unrealized
WDAY WORKDAY INC CL A 0.2%
Value ($000) $3 Shares 12,717 Est. Cost $217.76 Unrealized +6.5%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $3 Shares 79,413 Est. Cost $38.13 Unrealized -14.8%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $3 Shares 27,465 Est. Cost $64.96 Unrealized +32.7%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $3 Shares 44,099 Est. Cost $61.79 Unrealized +4.3%
SRE SEMPRA COM 0.2%
Value ($000) $3 Shares 36,959 Est. Cost $59.73 Unrealized +11.5%
BLV VANGUARD BD INDEX FDS LONG TERM BOND 0.2%
Value ($000) $3 Shares 37,420 Est. Cost $79.72 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $2 Shares 60,733 Est. Cost $41.04 Unrealized -0.9%
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $2 Shares 73,110 Est. Cost $23.54 Unrealized +31.1%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $2 Shares 6,018 Est. Cost $289.83 Unrealized +43.2%
JPM JPMORGAN CHASE CO COM 0.2%
Value ($000) $2 Shares 16,900 Est. Cost $86.26 Unrealized +65.0%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $2 Shares 19,779 Est. Cost $68.74 Unrealized +50.3%
SPLV INVESCO EXCH TRADED FD TR II S P500 LOW VOL 0.2%
Value ($000) $2 Shares 39,595 Est. Cost $0.06 Unrealized
EWC ISHARES INC MSCI CDA ETF 0.2%
Value ($000) $2 Shares 69,033 Est. Cost $27.39 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $2 Shares 20,009 Est. Cost $62.38 Unrealized +79.8%
DGRO ISHARES TR CORE DIV GRWTH 0.2%
Value ($000) $2 Shares 45,888 Est. Cost $6.52 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $2 Shares 28,280 Est. Cost $89.61 Unrealized -13.2%
NKE NIKE INC CL B 0.2%
Value ($000) $2 Shares 22,576 Est. Cost $91.34 Unrealized +7.6%
SCZ ISHARES TR EAFE SML CP ETF 0.2%
Value ($000) $2 Shares 37,935 Est. Cost $52.90 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $2 Shares 7,724 Est. Cost $206.90 Unrealized +12.1%
SPY SPDR S P 500 ETF TR TR UNIT 0.2%
Value ($000) $2 Shares 4,837 Est. Cost $251.13 Unrealized
SHYG ISHARES TR 0 5YR HI YL CP 0.2%
Value ($000) $2 Shares 49,358 Est. Cost $7.84 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.2%
Value ($000) $2 Shares 22,139 Est. Cost $28.70 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value ($000) $2 Shares 5,729 Est. Cost $214.74 Unrealized +62.9%
JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 0.2%
Value ($000) $2 Shares 42,086 Est. Cost $23.03 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.2%
Value ($000) $2 Shares 40,010 Est. Cost $24.16 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.2%
Value ($000) $2 Shares 25,882 Est. Cost $77.77 Unrealized
FAST FASTENAL CO COM 0.2%
Value ($000) $2 Shares 35,733 Est. Cost $21.09 Unrealized +27.1%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.2%
Value ($000) $2 Shares 31,228 Est. Cost $58.81 Unrealized
LIN LINDE PLC SHS 0.2%
Value ($000) $2 Shares 5,096 Est. Cost $352.90 Unrealized +4.6%
DGRW WISDOMTREE TR US QTLY DIV GRT 0.2%
Value ($000) $2 Shares 29,228 Est. Cost $27.95 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $2 Shares 27,001 Est. Cost $58.67 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2 Shares 7,676 Est. Cost $153.13 Unrealized +50.2%
ICLR ICON PLC SHS 0.1%
Value ($000) $2 Shares 7,129 Est. Cost $169.29 Unrealized +48.9%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.1%
Value ($000) $2 Shares 52,452 Est. Cost $0.03 Unrealized
VEA VANGUARD TAX MANAGED FDS VAN FTSE DEV MKT 0.1%
Value ($000) $2 Shares 39,412 Est. Cost $29.55 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.1%
Value ($000) $2 Shares 8,942 Est. Cost $133.47 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $2 Shares 29,993 Est. Cost $49.54 Unrealized +12.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $2 Shares 22,348 Est. Cost $77.51 Unrealized +0.7%
ALGN ALIGN TECHNOLOGY INC COM 0.1%
Value ($000) $2 Shares 5,385 Est. Cost $307.23 Unrealized +12.5%
RTX RTX CORPORATION COM 0.1%
Value ($000) $2 Shares 22,496 Est. Cost $88.26 Unrealized -8.0%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $2 Shares 11,680 Est. Cost $104.44 Unrealized +34.4%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $2 Shares 15,718 Est. Cost $87.24 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.1%
Value ($000) $2 Shares 33,627 Est. Cost $49.24 Unrealized
VMBS VANGUARD SCOTTSDALE FDS MTG BKD SECS ETF 0.1%
Value ($000) $2 Shares 35,835 Est. Cost $0.04 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $2 Shares 9,604 Est. Cost $163.14 Unrealized -2.1%
BLACKROCK INC COM 0.1%
Value ($000) $2 Shares 2,425 Est. Cost $481.49 Unrealized
MGC VANGUARD WORLD FD MEGA CAP INDEX 0.1%
Value ($000) $2 Shares 10,293 Est. Cost $131.81 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.1%
Value ($000) $2 Shares 45,970 Est. Cost $28.56 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $2 Shares 5,423 Est. Cost $235.83 Unrealized +15.7%
EZU ISHARES INC MSCI EURZONE ETF 0.1%
Value ($000) $2 Shares 36,611 Est. Cost $28.59 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $2 Shares 14,315 Est. Cost $63.30 Unrealized +78.2%
EFG ISHARES TR EAFE GRWTH ETF 0.1%
Value ($000) $2 Shares 17,556 Est. Cost $44.29 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.1%
Value ($000) $2 Shares 9,375 Est. Cost $0.16 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $2 Shares 15,518 Est. Cost $94.44 Unrealized +9.1%
XT ISHARES TR EXPONENTIAL TECH 0.1%
Value ($000) $1 Shares 28,508 Est. Cost $39.21 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1 Shares 7,118 Est. Cost $123.95 Unrealized +73.4%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1 Shares 45,593 Est. Cost $37.97 Unrealized -23.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1 Shares 16,830 Est. Cost $21.01 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT TERM CORP 0.1%
Value ($000) $1 Shares 19,196 Est. Cost $0.08 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $1 Shares 22,481 Est. Cost $32.95 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $1 Shares 7,547 Est. Cost $159.19 Unrealized +37.4%
ACGL ARCH CAP GROUP LTD ORD 0.1%
Value ($000) $1 Shares 18,111 Est. Cost $71.03 Unrealized +4.2%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $1 Shares 45,522 Est. Cost $32.77 Unrealized -6.2%
INTU INTUIT COM 0.1%
Value ($000) $1 Shares 2,785 Est. Cost $385.47 Unrealized +29.4%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $1 Shares 10,267 Est. Cost $283.00 Unrealized -41.9%
EWU ISHARES TR MSCI UK ETF NEW 0.1%
Value ($000) $1 Shares 44,077 Est. Cost $0.03 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $1 Shares 42,059 Est. Cost $29.19 Unrealized +4.7%
SPYG SPDR SER TR PRTFLO S P500 GW 0.1%
Value ($000) $1 Shares 23,337 Est. Cost $27.35 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $1 Shares 27,621 Est. Cost $49.50 Unrealized +1.3%
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $1 Shares 20,846 Est. Cost $52.64 Unrealized
EWA ISHARES INC MSCI AUST ETF 0.1%
Value ($000) $1 Shares 62,776 Est. Cost $0.02 Unrealized
EEMA ISHARES INC MSCI EM ASIA ETF 0.1%
Value ($000) $1 Shares 21,168 Est. Cost $77.82 Unrealized
SPGI S P GLOBAL INC COM 0.1%
Value ($000) $1 Shares 3,585 Est. Cost $329.40 Unrealized +17.2%
MKL MARKEL GROUP INC COM 0.1%
Value ($000) $1 Shares 888 Est. Cost $1183.26 Unrealized +23.7%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $1 Shares 3,482 Est. Cost $278.99 Unrealized +37.7%
VTRS VIATRIS INC COM 0.1%
Value ($000) $1 Shares 129,938 Est. Cost $9.56 Unrealized -2.3%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1 Shares 15,786 Est. Cost $143.59 Unrealized -41.9%
ESGU ISHARES TR ESG AWR MSCI USA 0.1%
Value ($000) $1 Shares 13,486 Est. Cost $73.73 Unrealized
SAP SAP SE SPON ADR 0.1%
Value ($000) $1 Shares 9,765 Est. Cost $978.23 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $1 Shares 22,969 Est. Cost $47.62 Unrealized +22.8%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.1%
Value ($000) $1 Shares 19,220 Est. Cost $0.07 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT ORD 0.1%
Value ($000) $1 Shares 9,391 Est. Cost $115.70 Unrealized +13.5%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $1 Shares 8,949 Est. Cost $86.97 Unrealized +38.4%
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.1%
Value ($000) $1 Shares 31,138 Est. Cost $31.80 Unrealized
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $1 Shares 11,922 Est. Cost $0.10 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $1 Shares 389 Est. Cost $2047.36 Unrealized +45.5%
FERG1GBX FERGUSON PLC NEW SHS 0.1%
Value ($000) $1 Shares 7,239 Est. Cost $27.10 Unrealized
OC OWENS CORNING NEW COM 0.1%
Value ($000) $1 Shares 8,518 Est. Cost $87.44 Unrealized +57.2%
HEI HEICO CORP NEW COM 0.1%
Value ($000) $1 Shares 7,174 Est. Cost $142.54 Unrealized +19.1%
ANSYS INC COM 0.1%
Value ($000) $1 Shares 3,815 Est. Cost $169.92 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $1 Shares 9,309 Est. Cost $121.88 Unrealized +4.4%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $1 Shares 21,387 Est. Cost $49.81 Unrealized +14.1%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $1 Shares 7,588 Est. Cost $419.32 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1 Shares 5,736 Est. Cost $141.44 Unrealized +44.9%
BDX BECTON DICKINSON CO COM 0.1%
Value ($000) $1 Shares 4,306 Est. Cost $240.57 Unrealized +7.4%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $1 Shares 25,681 Est. Cost $37.65 Unrealized +11.1%
JHMM JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 0.1%
Value ($000) $1 Shares 23,064 Est. Cost $29.83 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1 Shares 1,921 Est. Cost $423.45 Unrealized +25.7%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $1 Shares 5,408 Est. Cost $149.14 Unrealized +32.8%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1 Shares 21,709 Est. Cost $57.06 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $1 Shares 34,955 Est. Cost $33.67 Unrealized -8.8%
CRH CRH PLC ORD ADDED 0.1%
Value ($000) $1 Shares 19,329 Est. Cost $54.36 Unrealized 0.0%
MMM 3M CO COM 0.1%
Value ($000) $1 Shares 11,182 Est. Cost $109.59 Unrealized -27.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $1 Shares 3,583 Est. Cost $308.78 Unrealized +1.1%
SHV ISHARES TR SHORT TREAS BD 0.1%
Value ($000) $1 Shares 9,470 Est. Cost $0.11 Unrealized
TECK TECK RESOURCES LTD CL B 0.1%
Value ($000) $1 Shares 24,223 Est. Cost $35.41 Unrealized +17.0%
CB CHUBB LIMITED COM 0.1%
Value ($000) $1 Shares 4,983 Est. Cost $125.02 Unrealized +57.4%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $1 Shares 19,311 Est. Cost $43.01 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $1 Shares 29,109 Est. Cost $40.39 Unrealized -15.3%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1 Shares 9,266 Est. Cost $98.95 Unrealized +11.2%
EMB ISHARES TR JPMORGAN USD EMG 0.1%
Value ($000) $1 Shares 12,442 Est. Cost $0.09 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $1 Shares 19,179 Est. Cost $39.01 Unrealized +51.7%
DWX SPDR INDEX SHS FDS S P INTL ETF 0.1%
Value ($000) $1 Shares 31,038 Est. Cost $32.39 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $1 Shares 2,632 Est. Cost $369.02 Unrealized +6.4%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $1 Shares 13,191 Est. Cost $80.63 Unrealized +2.7%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1 Shares 8,455 Est. Cost $57.59 Unrealized +87.3%
VGT VANGUARD WORLD FDS INF TECH ETF 0.1%
Value ($000) $1 Shares 2,422 Est. Cost $140.12 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $1 Shares 6,632 Est. Cost $74.78 Unrealized +77.4%
IJH ISHARES TR CORE S P MCP ETF 0.1%
Value ($000) $1 Shares 4,002 Est. Cost $147.32 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $1 Shares 14,187 Est. Cost $61.99 Unrealized +4.2%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $1 Shares 2,269 Est. Cost $464.75 Unrealized -6.0%
BIL SPDR SER TR BLOOMBERG 1 3 MO 0.1%
Value ($000) $1 Shares 10,648 Est. Cost $0.09 Unrealized
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.1%
Value ($000) $1 Shares 12,926 Est. Cost $79.21 Unrealized
TE CONNECTIVITY LTD SHS 0.1%
Value ($000) $1 Shares 7,809 Est. Cost $112.23 Unrealized
IGLB ISHARES TR 10 YR INVST GRD 0.1%
Value ($000) $1 Shares 20,159 Est. Cost $44.65 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1 Shares 9,220 Est. Cost $101.66 Unrealized +6.8%
T AT T INC COM 0.1%
Value ($000) $1 Shares 62,671 Est. Cost $15.10 Unrealized -14.2%
GLOB GLOBANT S A COM 0.1%
Value ($000) $1 Shares 4,754 Est. Cost $192.30 Unrealized -2.6%
WSO WATSCO INC COM 0.1%
Value ($000) $1 Shares 2,466 Est. Cost $290.42 Unrealized +24.5%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $1 Shares 11,477 Est. Cost $68.49 Unrealized +16.4%
AON AON PLC SHS CL A 0.1%
Value ($000) $1 Shares 2,844 Est. Cost $195.67 Unrealized +66.2%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $1 Shares 17,245 Est. Cost $46.98 Unrealized +11.6%
WMT WALMART INC COM 0.1%
Value ($000) $1 Shares 5,673 Est. Cost $36.10 Unrealized +43.5%
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $1 Shares 4,498 Est. Cost $159.36 Unrealized +19.1%
RBA RB GLOBAL INC COM 0.1%
Value ($000) $1 Shares 14,400 Est. Cost $56.38 Unrealized +9.3%
VT VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 0.1%
Value ($000) $1 Shares 9,573 Est. Cost $72.61 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $1 Shares 10,272 Est. Cost $130.01 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1 Shares 9,751 Est. Cost $65.08 Unrealized +31.1%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1 Shares 5,801 Est. Cost $132.28 Unrealized +20.1%
MCHI ISHARES TR MSCI CHINA ETF 0.1%
Value ($000) $1 Shares 19,757 Est. Cost $23.29 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1 Shares 3,618 Est. Cost $77.49 Unrealized +52.7%
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.1%
Value ($000) $1 Shares 11,250 Est. Cost $79.03 Unrealized
RACE FERRARI N V COM 0.1%
Value ($000) $1 Shares 2,842 Est. Cost $168.63 Unrealized +84.1%
LOPE GRAND CANYON ED INC COM 0.1%
Value ($000) $1 Shares 7,178 Est. Cost $100.60 Unrealized +10.3%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $1 Shares 18,791 Est. Cost $55.84 Unrealized -21.1%
NTES NETEASE INC SPONSORED ADS 0.1%
Value ($000) $1 Shares 8,352 Est. Cost $52.92 Unrealized
USHY ISHARES TR BROAD USD HIGH 0.1%
Value ($000) $1 Shares 24,048 Est. Cost $14.35 Unrealized
FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF 0.1%
Value ($000) $1 Shares 18,877 Est. Cost $11.16 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $1 Shares 1,890 Est. Cost $219.04 Unrealized +90.2%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $1 Shares 15,027 Est. Cost $46.51 Unrealized +30.3%
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value ($000) $1 Shares 9,815 Est. Cost $17.76 Unrealized
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $1 Shares 3,424 Est. Cost $185.17 Unrealized +25.4%
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $1 Shares 4,091 Est. Cost $253.60 Unrealized -19.0%
FIS FIDELITY NATL INFORMATION SV COM 0.1%
Value ($000) $1 Shares 14,412 Est. Cost $97.08 Unrealized -44.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1 Shares 18,733 Est. Cost $30.04 Unrealized +21.3%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $1 Shares 1,794 Est. Cost $353.22 Unrealized +17.7%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value ($000) $1 Shares 6,839 Est. Cost $99.59 Unrealized +15.9%
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $1 Shares 617 Est. Cost $1054.70 Unrealized +20.6%
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $1 Shares 8,434 Est. Cost $107.59 Unrealized -16.0%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.1%
Value ($000) $1 Shares 5,885 Est. Cost $78.95 Unrealized
IUSV ISHARES TR CORE S P US VLU 0.1%
Value ($000) $1 Shares 10,321 Est. Cost $50.87 Unrealized
ALC ALCON AG ORD SHS 0.1%
Value ($000) $1 Shares 9,877 Est. Cost $61.87 Unrealized +32.0%
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $1 Shares 4,721 Est. Cost $146.00 Unrealized +25.2%
WK WORKIVA INC COM CL A 0.1%
Value ($000) $1 Shares 7,442 Est. Cost $86.15 Unrealized +20.6%
BIIB BIOGEN INC COM 0.1%
Value ($000) $1 Shares 2,918 Est. Cost $270.77 Unrealized -1.2%
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.1%
Value ($000) $1 Shares 3,800 Est. Cost $80.78 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $1 Shares 8,269 Est. Cost $77.04 Unrealized +8.5%
VRSN VERISIGN INC COM 0.1%
Value ($000) $1 Shares 3,536 Est. Cost $194.49 Unrealized +5.8%
IEF ISHARES TR 7 10 YR TRSY BD 0.1%
Value ($000) $1 Shares 7,775 Est. Cost $110.12 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $1 Shares 3,023 Est. Cost $163.52 Unrealized +43.1%
KMX CARMAX INC COM 0.1%
Value ($000) $1 Shares 9,995 Est. Cost $81.89 Unrealized 0.0%
ROL ROLLINS INC COM 0.1%
Value ($000) $1 Shares 18,948 Est. Cost $33.76 Unrealized +16.1%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1 Shares 3,828 Est. Cost $144.73 Unrealized +20.1%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1 Shares 12,130 Est. Cost $68.72 Unrealized -13.5%
TGT TARGET CORP COM 0.1%
Value ($000) $1 Shares 6,340 Est. Cost $168.80 Unrealized -31.0%
GSK GSK PLC SPONSORED ADR 0.1%
Value ($000) $1 Shares 19,315 Est. Cost $0.04 Unrealized
IBN ICICI BANK LIMITED ADR 0.1%
Value ($000) $1 Shares 29,955 Est. Cost $7.17 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 0.1%
Value ($000) $1 Shares 28,802 Est. Cost $18.80 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.1%
Value ($000) $1 Shares 5,051 Est. Cost $0.14 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $1 Shares 4,087 Est. Cost $204.10 Unrealized -23.8%
MCO MOODYS CORP COM 0.1%
Value ($000) $1 Shares 2,161 Est. Cost $258.83 Unrealized +29.0%
LAM RESEARCH CORP COM 0.1%
Value ($000) $1 Shares 1,088 Est. Cost $247.94 Unrealized
ROKU ROKU INC COM CL A 0.1%
Value ($000) $1 Shares 9,628 Est. Cost $119.45 Unrealized -35.2%
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $1 Shares 13,000 Est. Cost $69.61 Unrealized -10.2%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $1 Shares 4,375 Est. Cost $98.30 Unrealized +36.5%
FND FLOOR DECOR HLDGS INC CL A 0.1%
Value ($000) $1 Shares 7,471 Est. Cost $98.17 Unrealized +3.7%
JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 0.1%
Value ($000) $1 Shares 13,366 Est. Cost $38.45 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $1 Shares 5,846 Est. Cost $100.27 Unrealized +11.5%
STE STERIS PLC SHS USD 0.1%
Value ($000) $1 Shares 3,008 Est. Cost $136.09 Unrealized +62.7%
HUBS HUBSPOT INC COM 0.1%
Value ($000) $1 Shares 1,335 Est. Cost $533.15 Unrealized -2.0%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.1%
Value ($000) $1 Shares 3,336 Est. Cost $180.53 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN CL A 0.1%
Value ($000) $1 Shares 9,290 Est. Cost $149.15 Unrealized -53.5%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $1 Shares 7,804 Est. Cost $46.88 Unrealized +71.3%
ARISTA NETWORKS INC COM 0.1%
Value ($000) $1 Shares 3,418 Est. Cost $63.98 Unrealized
PCTY PAYLOCITY HLDG CORP COM 0.1%
Value ($000) $1 Shares 3,457 Est. Cost $180.84 Unrealized +11.1%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1 Shares 22,785 Est. Cost $31.62 Unrealized -12.0%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $1 Shares 3,531 Est. Cost $151.20 Unrealized +17.0%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $1 Shares 2,489 Est. Cost $128.84 Unrealized +70.9%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1 Shares 6,374 Est. Cost $87.80 Unrealized +3.8%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $1 Shares 10,491 Est. Cost $37.66 Unrealized +44.5%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $1 Shares 8,135 Est. Cost $140.48 Unrealized -40.0%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $1 Shares 742 Est. Cost $573.45 Unrealized +36.3%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1 Shares 2,764 Est. Cost $143.42 Unrealized +47.2%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1 Shares 3,001 Est. Cost $177.58 Unrealized +16.1%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $1 Shares 3,434 Est. Cost $164.67 Unrealized
IVW ISHARES TR S P 500 GRWT ETF 0.1%
Value ($000) $1 Shares 8,854 Est. Cost $0.07 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $1 Shares 36,436 Est. Cost $15.04 Unrealized +1.4%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $1 Shares 1,511 Est. Cost $364.25 Unrealized +20.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 13,013 Est. Cost $37.17 Unrealized +22.9%
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 1,212 Est. Cost $450.45 Unrealized +1.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $1 Shares 2,326 Est. Cost $222.88 Unrealized +11.8%
BCE BCE INC COM NEW 0.0%
Value ($000) $1 Shares 15,079 Est. Cost $31.56 Unrealized +9.7%
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR 0.0%
Value ($000) $1 Shares 28,653 Est. Cost $16.29 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $1 Shares 2,401 Est. Cost $141.32 Unrealized +64.3%
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 7,297 Est. Cost $59.25 Unrealized +32.9%
FLJP FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 0.0%
Value ($000) $1 Shares 21,464 Est. Cost $0.03 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 2,775 Est. Cost $135.75 Unrealized +44.2%
RSPT INVESCO EXCHANGE TRADED FD T S P500 EQL TEC 0.0%
Value ($000) $1 Shares 19,430 Est. Cost $0.05 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK MKT 0.0%
Value ($000) $1 Shares 2,575 Est. Cost $299.07 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $1 Shares 19,865 Est. Cost $28.30 Unrealized -4.3%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 15,965 Est. Cost $32.15 Unrealized -5.1%
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 12,023 Est. Cost $98.14 Unrealized -36.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 13,746 Est. Cost $16.28 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 7,100 Est. Cost $27.96 Unrealized +6.9%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $1 Shares 15,964 Est. Cost $26.47 Unrealized +14.8%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 5,870 Est. Cost $76.54 Unrealized +9.1%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $1 Shares 5,785 Est. Cost $71.02 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $1 Shares 4,367 Est. Cost $105.75 Unrealized +11.3%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $1 Shares 9,057 Est. Cost $48.59 Unrealized +11.8%
MGV VANGUARD WORLD FD MEGA CAP VAL ETF 0.0%
Value ($000) $1 Shares 5,185 Est. Cost $96.18 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $1 Shares 10,897 Est. Cost $0.05 Unrealized
IFF INTERNATIONAL FLAVORS FRAGRA COM 0.0%
Value ($000) $1 Shares 7,682 Est. Cost $99.20 Unrealized -30.7%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $1 Shares 3,855 Est. Cost $133.29 Unrealized +3.4%
IYW ISHARES TR U S TECH ETF 0.0%
Value ($000) $1 Shares 4,911 Est. Cost $0.09 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $1 Shares 3,563 Est. Cost $210.49 Unrealized -24.5%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $1 Shares 1,954 Est. Cost $206.15 Unrealized +26.4%
HESS CORP COM 0.0%
Value ($000) $1 Shares 3,307 Est. Cost $94.22 Unrealized
DE DEERE CO COM 0.0%
Value ($000) $1 Shares 1,336 Est. Cost $277.47 Unrealized +43.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 15,871 Est. Cost $42.83 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 4,441 Est. Cost $120.30 Unrealized +3.2%
HYLB DBX ETF TR XTRACK USD HIGH 0.0%
Value ($000) $0 Shares 14,501 Est. Cost $46.80 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $0 Shares 28,724 Est. Cost $33.63 Unrealized -50.5%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 1,888 Est. Cost $293.51 Unrealized +2.0%
WAT WATERS CORP COM 0.0%
Value ($000) $0 Shares 1,782 Est. Cost $267.47 Unrealized +3.3%
TECH BIO TECHNE CORP COM 0.0%
Value ($000) $0 Shares 7,175 Est. Cost $80.23 Unrealized -2.7%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $0 Shares 5,128 Est. Cost $92.54 Unrealized +7.1%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $0 Shares 4,703 Est. Cost $76.24 Unrealized +29.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 8,895 Est. Cost $43.06 Unrealized +35.9%
RGA REINSURANCE GRP OF AMERICA I COM NEW 0.0%
Value ($000) $0 Shares 3,304 Est. Cost $142.07 Unrealized -0.3%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 16,222 Est. Cost $15.41 Unrealized +91.7%
SPSM SPDR SER TR PORTFOLIO S P600 0.0%
Value ($000) $0 Shares 12,956 Est. Cost $0.04 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $0 Shares 57,336 Est. Cost $6.01 Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $0 Shares 5,096 Est. Cost $88.78 Unrealized +6.1%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $0 Shares 1,031 Est. Cost $301.34 Unrealized +55.8%
RSPN INVESCO EXCHANGE TRADED FD T S P500 EQL IND 0.0%
Value ($000) $0 Shares 12,277 Est. Cost $0.04 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 6,237 Est. Cost $75.51 Unrealized -1.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $0 Shares 7,193 Est. Cost $41.96 Unrealized +52.0%
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $0 Shares 1,187 Est. Cost $225.23 Unrealized +73.8%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 4,283 Est. Cost $103.23 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $0 Shares 3,831 Est. Cost $125.84 Unrealized -1.2%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $0 Shares 3,740 Est. Cost $122.38 Unrealized +1.8%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $0 Shares 1,683 Est. Cost $207.51 Unrealized +20.5%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $0 Shares 7,514 Est. Cost $59.12 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $0 Shares 4,336 Est. Cost $100.28 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $0 Shares 4,095 Est. Cost $88.66 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $0 Shares 7,097 Est. Cost $41.54 Unrealized -6.8%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 2,690 Est. Cost $137.63 Unrealized +17.2%
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.0%
Value ($000) $0 Shares 27,813 Est. Cost $4.16 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $0 Shares 489 Est. Cost $40.46 Unrealized +55.0%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $0 Shares 4,846 Est. Cost $119.92 Unrealized -30.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $0 Shares 11,714 Est. Cost $50.82 Unrealized -21.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 5,867 Est. Cost $74.88 Unrealized -1.5%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $0 Shares 4,096 Est. Cost $132.04 Unrealized +1.5%
SPSC SPS COMM INC COM 0.0%
Value ($000) $0 Shares 2,553 Est. Cost $144.13 Unrealized +23.2%
APTIV PLC SHS 0.0%
Value ($000) $0 Shares 4,423 Est. Cost $85.66 Unrealized
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $0 Shares 7,077 Est. Cost $60.14 Unrealized -6.0%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $0 Shares 8,146 Est. Cost $43.01 Unrealized +21.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $0 Shares 1,119 Est. Cost $268.08 Unrealized +42.5%
XLU SELECT SECTOR SPDR TR SBI INT UTILS 0.0%
Value ($000) $0 Shares 7,282 Est. Cost $53.05 Unrealized
IXJ ISHARES TR GLOB HLTHCRE ETF 0.0%
Value ($000) $0 Shares 5,188 Est. Cost $0.08 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 2,177 Est. Cost $158.38 Unrealized +37.1%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $0 Shares 2,797 Est. Cost $154.12 Unrealized +5.6%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $0 Shares 612 Est. Cost $339.57 Unrealized +108.7%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 4,586 Est. Cost $46.36 Unrealized -3.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $0 Shares 14,808 Est. Cost $38.97 Unrealized -30.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $0 Shares 38,978 Est. Cost $12.48 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 6,584 Est. Cost $68.59 Unrealized
EMXC ISHARES INC MSCI EMRG CHN 0.0%
Value ($000) $0 Shares 8,386 Est. Cost $0.05 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $0 Shares 20,711 Est. Cost $21.04 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N SHS A 0.0%
Value ($000) $0 Shares 4,371 Est. Cost $70.87 Unrealized +14.3%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 55,095 Est. Cost $3.24 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN COM 0.0%
Value ($000) $0 Shares 3,740 Est. Cost $97.01 Unrealized +14.6%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $0 Shares 2,042 Est. Cost $0.20 Unrealized
WU WESTERN UN CO COM 0.0%
Value ($000) $0 Shares 30,985 Est. Cost $0.01 Unrealized
KELLANOVA COM 0.0%
Value ($000) $0 Shares 6,850 Est. Cost $54.90 Unrealized 0.0%
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $0 Shares 3,837 Est. Cost $67.73 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7,350 Est. Cost $0.06 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 0.0%
Value ($000) $0 Shares 3,686 Est. Cost $64.58 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $0 Shares 12,874 Est. Cost $30.15 Unrealized +5.7%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $0 Shares 12,955 Est. Cost $25.83 Unrealized +19.3%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $0 Shares 2,586 Est. Cost $144.91 Unrealized +5.1%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $0 Shares 954 Est. Cost $330.66 Unrealized +17.0%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $0 Shares 1,623 Est. Cost $207.72 Unrealized +23.1%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 11,410 Est. Cost $26.00 Unrealized +13.4%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $0 Shares 5,186 Est. Cost $78.26 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR CL A 0.0%
Value ($000) $0 Shares 3,489 Est. Cost $79.38 Unrealized +38.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $0 Shares 2,678 Est. Cost $110.59 Unrealized +10.4%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $0 Shares 2,076 Est. Cost $191.04 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $0 Shares 340 Est. Cost $705.78 Unrealized +73.6%
NORDSTROM INC COM 0.0%
Value ($000) $0 Shares 25,131 Est. Cost $0.01 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $0 Shares 2,380 Est. Cost $105.68 Unrealized +36.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $0 Shares 9,001 Est. Cost $50.07 Unrealized -19.2%
EFX EQUIFAX INC COM 0.0%
Value ($000) $0 Shares 2,007 Est. Cost $193.11 Unrealized +3.9%
HUBB HUBBELL INC COM 0.0%
Value ($000) $0 Shares 1,166 Est. Cost $246.13 Unrealized +25.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $0 Shares 5,518 Est. Cost $68.53 Unrealized -2.2%
PIONEER NAT RES CO COM 0.0%
Value ($000) $0 Shares 1,566 Est. Cost $1266.37 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.0%
Value ($000) $0 Shares 6,239 Est. Cost $4.37 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $0 Shares 8,836 Est. Cost $33.28 Unrealized +23.1%
AFL AFLAC INC COM 0.0%
Value ($000) $0 Shares 4,654 Est. Cost $44.36 Unrealized +59.0%
EXPO EXPONENT INC COM 0.0%
Value ($000) $0 Shares 4,151 Est. Cost $86.76 Unrealized +0.9%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 4,676 Est. Cost $59.16 Unrealized +19.6%
FTV FORTIVE CORP COM 0.0%
Value ($000) $0 Shares 4,730 Est. Cost $56.92 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 Shares 4,479 Est. Cost $68.45 Unrealized +18.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $0 Shares 5,970 Est. Cost $194.89 Unrealized -68.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 5,380 Est. Cost $55.91 Unrealized +17.3%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $0 Shares 1,347 Est. Cost $494.11 Unrealized -50.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $0 Shares 7,073 Est. Cost $51.90 Unrealized -7.8%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 3,181 Est. Cost $15.75 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $0 Shares 5,148 Est. Cost $54.10 Unrealized +25.8%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 10,831 Est. Cost $90.16 Unrealized -57.3%
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value ($000) $0 Shares 4,318 Est. Cost $0.08 Unrealized
IUSB ISHARES TR CORE TOTAL USD 0.0%
Value ($000) $0 Shares 7,744 Est. Cost $27.24 Unrealized
ACHC ACADIA HEALTHCARE COMPANY IN COM 0.0%
Value ($000) $0 Shares 4,817 Est. Cost $48.58 Unrealized +53.8%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $0 Shares 6,132 Est. Cost $37.41 Unrealized +42.9%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $0 Shares 9,834 Est. Cost $35.35 Unrealized -7.4%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 10,576 Est. Cost $30.57 Unrealized +26.9%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $0 Shares 3,188 Est. Cost $66.30 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN COM 0.0%
Value ($000) $0 Shares 1,855 Est. Cost $146.40 Unrealized +16.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $0 Shares 4,408 Est. Cost $54.02 Unrealized +30.8%
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $0 Shares 8,635 Est. Cost $1485.93 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $0 Shares 5,846 Est. Cost $53.08 Unrealized +5.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1,872 Est. Cost $179.75 Unrealized -2.6%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $0 Shares 1,775 Est. Cost $141.54 Unrealized +22.4%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $0 Shares 4,726 Est. Cost $90.95 Unrealized -6.7%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3,028 Est. Cost $76.39 Unrealized +44.0%
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value ($000) $0 Shares 12,507 Est. Cost $0.02 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.0%
Value ($000) $0 Shares 9,381 Est. Cost $0.03 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $0 Shares 1,168 Est. Cost $227.01 Unrealized +23.4%
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $0 Shares 3,084 Est. Cost $78.21 Unrealized +42.1%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $0 Shares 1,858 Est. Cost $223.33 Unrealized -14.3%
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 0.0%
Value ($000) $0 Shares 5,445 Est. Cost $46.98 Unrealized
AIN ALBANY INTL CORP CL A 0.0%
Value ($000) $0 Shares 3,644 Est. Cost $80.40 Unrealized +9.5%
MTSI MACOM TECH SOLUTIONS HLDGS I COM 0.0%
Value ($000) $0 Shares 3,833 Est. Cost $49.00 Unrealized +51.0%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 25,753 Est. Cost $8.24 Unrealized +48.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $0 Shares 6,099 Est. Cost $40.14 Unrealized +28.4%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1,552 Est. Cost $163.19 Unrealized +27.9%
BRO BROWN BROWN INC COM 0.0%
Value ($000) $0 Shares 4,442 Est. Cost $70.26 Unrealized 0.0%
FCX FREEPORT MCMORAN INC CL B 0.0%
Value ($000) $0 Shares 8,320 Est. Cost $25.82 Unrealized +51.1%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $0 Shares 8,343 Est. Cost $44.19 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $0 Shares 17,809 Est. Cost $16.95 Unrealized 0.0%
IYG ISHARES TR U S FIN SVC ETF 0.0%
Value ($000) $0 Shares 1,980 Est. Cost $98.22 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $0 Shares 7,103 Est. Cost $44.45 Unrealized 0.0%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $0 Shares 3,087 Est. Cost $98.71 Unrealized
HURN HURON CONSULTING GROUP INC COM 0.0%
Value ($000) $0 Shares 2,906 Est. Cost $48.90 Unrealized +94.7%
OII OCEANEERING INTL INC COM 0.0%
Value ($000) $0 Shares 11,601 Est. Cost $17.23 Unrealized +32.5%
FCN FTI CONSULTING INC COM 0.0%
Value ($000) $0 Shares 1,661 Est. Cost $125.10 Unrealized +49.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 8,040 Est. Cost $20.54 Unrealized +63.0%
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $0 Shares 22,375 Est. Cost $7.06 Unrealized
PSI INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 0.0%
Value ($000) $0 Shares 6,876 Est. Cost $29.99 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $0 Shares 348 Est. Cost $542.82 Unrealized +38.2%
FTNT FORTINET INC COM 0.0%
Value ($000) $0 Shares 4,979 Est. Cost $68.00 Unrealized -2.7%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $0 Shares 1,893 Est. Cost $108.56 Unrealized +26.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $0 Shares 3,420 Est. Cost $76.71 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $0 Shares 2,333 Est. Cost $109.31 Unrealized +14.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,066 Est. Cost $60.28 Unrealized -8.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $0 Shares 1,713 Est. Cost $169.65 Unrealized +4.5%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $0 Shares 4,631 Est. Cost $48.97 Unrealized +26.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $0 Shares 2,665 Est. Cost $84.81 Unrealized +28.9%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $0 Shares 5,107 Est. Cost $55.08 Unrealized +0.1%
CDW CDW CORP COM 0.0%
Value ($000) $0 Shares 1,427 Est. Cost $193.29 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 6,045 Est. Cost $42.22 Unrealized +9.3%
IAC IAC INC COM NEW 0.0%
Value ($000) $0 Shares 5,698 Est. Cost $45.81 Unrealized +5.9%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $0 Shares 6,328 Est. Cost $72.17 Unrealized -28.4%
EQIX EQUINIX INC COM 0.0%
Value ($000) $0 Shares 393 Est. Cost $586.11 Unrealized +25.6%
TLH ISHARES TR 10 20 YR TRS ETF 0.0%
Value ($000) $0 Shares 2,881 Est. Cost $69.98 Unrealized
CCEP COCA COLA EUROPACIFIC PARTNE SHS 0.0%
Value ($000) $0 Shares 4,550 Est. Cost $59.06 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A 0.0%
Value ($000) $0 Shares 4,157 Est. Cost $63.80 Unrealized +4.1%
BDC BELDEN INC COM 0.0%
Value ($000) $0 Shares 2,923 Est. Cost $53.34 Unrealized +74.3%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $0 Shares 10,471 Est. Cost $29.11 Unrealized +0.8%
FISV FISERV INC COM 0.0%
Value ($000) $0 Shares 2,489 Est. Cost $104.80 Unrealized +17.5%
BL BLACKLINE INC COM 0.0%
Value ($000) $0 Shares 5,043 Est. Cost $94.99 Unrealized -42.3%
PFG PRINCIPAL FINANCIAL GROUP IN COM 0.0%
Value ($000) $0 Shares 3,852 Est. Cost $73.32 Unrealized -3.0%
STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 0.0%
Value ($000) $0 Shares 4,214 Est. Cost $78.25 Unrealized -23.0%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $0 Shares 2,546 Est. Cost $95.18 Unrealized +15.0%
STAG STAG INDL INC COM 0.0%
Value ($000) $0 Shares 8,009 Est. Cost $0.04 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $0 Shares 5,987 Est. Cost $42.03 Unrealized +23.0%
SQUARESPACE INC CLASS A 0.0%
Value ($000) $0 Shares 9,458 Est. Cost $0.03 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $0 Shares 792 Est. Cost $302.42 Unrealized +25.5%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 Shares 9,440 Est. Cost $38.60 Unrealized -13.9%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $0 Shares 1,913 Est. Cost $112.99 Unrealized +36.2%
VFH VANGUARD WORLD FDS FINANCIALS ETF 0.0%
Value ($000) $0 Shares 3,399 Est. Cost $0.08 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $0 Shares 663 Est. Cost $388.35 Unrealized +12.3%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 4,784 Est. Cost $38.69 Unrealized
HDEF DBX ETF TR XTRACK MSCI EAFE 0.0%
Value ($000) $0 Shares 11,998 Est. Cost $21.87 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $0 Shares 608 Est. Cost $349.37 Unrealized +20.7%
HASI HANNON ARMSTRONG SUST INFR C COM 0.0%
Value ($000) $0 Shares 12,608 Est. Cost $23.17 Unrealized -10.6%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $0 Shares 4,437 Est. Cost $54.91 Unrealized +8.5%
GNR SPDR INDEX SHS FDS GLB NAT RESRCE 0.0%
Value ($000) $0 Shares 4,771 Est. Cost $0.06 Unrealized
MTB M T BK CORP COM 0.0%
Value ($000) $0 Shares 2,092 Est. Cost $141.61 Unrealized -14.9%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $0 Shares 1,419 Est. Cost $134.30 Unrealized +48.8%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $0 Shares 9,196 Est. Cost $24.01 Unrealized +26.1%
CME CME GROUP INC COM 0.0%
Value ($000) $0 Shares 1,320 Est. Cost $155.61 Unrealized +15.8%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $0 Shares 4,042 Est. Cost $71.26 Unrealized -0.2%
AMCOR PLC ORD 0.0%
Value ($000) $0 Shares 28,574 Est. Cost $9.83 Unrealized -11.2%
KXI ISHARES TR GLB CNSM STP ETF 0.0%
Value ($000) $0 Shares 4,571 Est. Cost $41.27 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 14,048 Est. Cost $92.83 Unrealized -74.9%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $0 Shares 954 Est. Cost $206.91 Unrealized +26.4%
CSX CSX CORP COM 0.0%
Value ($000) $0 Shares 8,408 Est. Cost $30.43 Unrealized +0.5%
FLEX FLEX LTD ORD 0.0%
Value ($000) $0 Shares 9,527 Est. Cost $17.83 Unrealized +13.7%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $0 Shares 5,408 Est. Cost $47.99 Unrealized -8.2%
DOW DOW INC COM 0.0%
Value ($000) $0 Shares 4,944 Est. Cost $42.17 Unrealized +9.8%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $0 Shares 1,249 Est. Cost $183.04 Unrealized +10.1%
TKO TKO GROUP HOLDINGS INC CL A ADDED 0.0%
Value ($000) $0 Shares 3,011 Est. Cost $99.79 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $0 Shares 3,007 Est. Cost $42.14 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 9,353 Est. Cost $27.30 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 8,735 Est. Cost $32.99 Unrealized +4.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 4,122 Est. Cost $52.94 Unrealized +7.0%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 7,431 Est. Cost $18.61 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $0 Shares 913 Est. Cost $234.05 Unrealized +18.5%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $0 Shares 2,894 Est. Cost $68.43 Unrealized +14.9%
GMAB GENMAB A S SPONSORED ADS 0.0%
Value ($000) $0 Shares 7,007 Est. Cost $0.04 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 3,852 Est. Cost $48.71 Unrealized +32.5%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 1,231 Est. Cost $224.94 Unrealized -5.4%
TOST TOAST INC CL A 0.0%
Value ($000) $0 Shares 13,080 Est. Cost $21.71 Unrealized 0.0%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $0 Shares 6,149 Est. Cost $33.11 Unrealized +11.9%
EOG EOG RES INC COM 0.0%
Value ($000) $0 Shares 1,935 Est. Cost $95.37 Unrealized +22.9%
RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 0.0%
Value ($000) $0 Shares 6,337 Est. Cost $1056.21 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $0 Shares 4,053 Est. Cost $41.78 Unrealized +34.8%
CM CANADIAN IMPERIAL BK COMM TO COM 0.0%
Value ($000) $0 Shares 6,185 Est. Cost $36.30 Unrealized +2.9%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $0 Shares 3,582 Est. Cost $56.45 Unrealized +19.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $0 Shares 1,650 Est. Cost $94.68 Unrealized +52.6%
CGNX COGNEX CORP COM 0.0%
Value ($000) $0 Shares 5,619 Est. Cost $58.17 Unrealized -17.1%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 2,560 Est. Cost $82.71 Unrealized +17.4%
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 3,556 Est. Cost $65.88 Unrealized -1.5%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $0 Shares 6,447 Est. Cost $0.04 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $0 Shares 1,994 Est. Cost $138.63 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $0 Shares 5,417 Est. Cost $35.12 Unrealized
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 6,321 Est. Cost $0.03 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $0 Shares 2,174 Est. Cost $99.37 Unrealized 0.0%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $0 Shares 2,932 Est. Cost $67.11 Unrealized +19.5%
BOX BOX INC CL A 0.0%
Value ($000) $0 Shares 9,576 Est. Cost $26.16 Unrealized +9.2%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $0 Shares 5,753 Est. Cost $37.32 Unrealized +14.0%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $0 Shares 8,426 Est. Cost $0.03 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 7,012 Est. Cost $34.64 Unrealized 0.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $0 Shares 7,311 Est. Cost $22.16 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN COM 0.0%
Value ($000) $0 Shares 2,282 Est. Cost $128.97 Unrealized -20.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $0 Shares 1,619 Est. Cost $109.69 Unrealized +20.1%
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $0 Shares 3,280 Est. Cost $55.33 Unrealized +30.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $0 Shares 1,372 Est. Cost $189.79 Unrealized -11.7%
RRC RANGE RES CORP COM 0.0%
Value ($000) $0 Shares 6,954 Est. Cost $23.00 Unrealized +36.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $0 Shares 12,311 Est. Cost $17.50 Unrealized +8.0%
SSNC SS C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $0 Shares 4,261 Est. Cost $71.23 Unrealized -19.8%
WCC WESCO INTL INC COM 0.0%
Value ($000) $0 Shares 1,555 Est. Cost $143.21 Unrealized +10.2%
MKSI MKS INSTRS INC COM 0.0%
Value ($000) $0 Shares 2,594 Est. Cost $95.58 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $0 Shares 15,922 Est. Cost $10.34 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $0 Shares 2,108 Est. Cost $191.08 Unrealized -25.8%
SPYV SPDR SER TR PRTFLO S P500 VL 0.0%
Value ($000) $0 Shares 5,382 Est. Cost $0.04 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $0 Shares 618 Est. Cost $249.43 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $0 Shares 425 Est. Cost $410.15 Unrealized +25.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 21,211 Est. Cost $10.59 Unrealized -4.8%
ETSY ETSY INC COM 0.0%
Value ($000) $0 Shares 3,422 Est. Cost $117.97 Unrealized -33.1%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $0 Shares 2,543 Est. Cost $90.04 Unrealized -2.4%
TMUS T MOBILE US INC COM 0.0%
Value ($000) $0 Shares 1,558 Est. Cost $114.47 Unrealized +16.9%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $0 Shares 5,368 Est. Cost $40.62 Unrealized -0.4%
MKC MCCORMICK CO INC COM NON VTG 0.0%
Value ($000) $0 Shares 2,870 Est. Cost $71.90 Unrealized +9.3%
LKQ LKQ CORP COM 0.0%
Value ($000) $0 Shares 4,335 Est. Cost $47.22 Unrealized +5.6%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $0 Shares 118,952 Est. Cost $1.53 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $0 Shares 2,023 Est. Cost $113.89 Unrealized -0.2%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $0 Shares 598 Est. Cost $385.83 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 0.0%
Value ($000) $0 Shares 4,479 Est. Cost $0.05 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C ADDED 0.0%
Value ($000) $0 Shares 3,399 Est. Cost $0.06 Unrealized
FRPT FRESHPET INC COM 0.0%
Value ($000) $0 Shares 3,211 Est. Cost $65.49 Unrealized +9.5%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $0 Shares 1,182 Est. Cost $0.18 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $0 Shares 21,570 Est. Cost $21.87 Unrealized -49.3%
PGNY PROGYNY INC COM 0.0%
Value ($000) $0 Shares 6,185 Est. Cost $36.02 Unrealized +4.8%
WOLFSPEED INC COM 0.0%
Value ($000) $0 Shares 5,457 Est. Cost $90.33 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $0 Shares 2,423 Est. Cost $74.67 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 2,378 Est. Cost $52.21 Unrealized +66.1%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $0 Shares 2,421 Est. Cost $73.04 Unrealized +29.8%
MC MOELIS CO CL A 0.0%
Value ($000) $0 Shares 4,559 Est. Cost $42.14 Unrealized 0.0%
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value ($000) $0 Shares 955 Est. Cost $210.95 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $0 Shares 1,006 Est. Cost $21.66 Unrealized +91.9%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $0 Shares 2,348 Est. Cost $74.15 Unrealized
PD PAGERDUTY INC COM 0.0%
Value ($000) $0 Shares 9,044 Est. Cost $23.85 Unrealized 0.0%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 1,468 Est. Cost $100.68 Unrealized +4.9%
BBVA BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 0.0%
Value ($000) $0 Shares 24,541 Est. Cost $267.07 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $0 Shares 11,844 Est. Cost $15.93 Unrealized 0.0%
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $0 Shares 39,329 Est. Cost $0.00 Unrealized
ORANY ORANGE SPONSORED ADR 0.0%
Value ($000) $0 Shares 15,120 Est. Cost $0.01 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN COM 0.0%
Value ($000) $0 Shares 18,366 Est. Cost $11.37 Unrealized +0.5%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 15,178 Est. Cost $625.50 Unrealized
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $0 Shares 12,466 Est. Cost $7.59 Unrealized +56.8%
PTEN PATTERSON UTI ENERGY INC COM 0.0%
Value ($000) $0 Shares 10,206 Est. Cost $14.63 Unrealized 0.0%
GDYN GRID DYNAMICS HLDGS INC CL A 0.0%
Value ($000) $0 Shares 10,054 Est. Cost $12.24 Unrealized -9.4%
SMFG SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 0.0%
Value ($000) $0 Shares 10,893 Est. Cost $6.61 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $0 Shares 39,424 Est. Cost $3.59 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $0 Shares 19,710 Est. Cost $5.74 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 0.0%
Value ($000) $0 Shares 11,143 Est. Cost $0.01 Unrealized
NVRI ENVIRI CORP COM 0.0%
Value ($000) $0 Shares 12,345 Est. Cost $15.39 Unrealized -47.5%
WWW WOLVERINE WORLD WIDE INC COM 0.0%
Value ($000) $0 Shares 10,019 Est. Cost $12.22 Unrealized -21.8%
SABR SABRE CORP COM 0.0%
Value ($000) $0 Shares 11,608 Est. Cost $4.54 Unrealized 0.0%
INFINERA CORP COM 0.0%
Value ($000) $0 Shares 12,261 Est. Cost $6.96 Unrealized
CIG CIA ENERGETICA DE MINAS GERA SP ADR N V PFD 0.0%
Value ($000) $0 Shares 20,043 Est. Cost $0.00 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 33,425 Est. Cost $11.46 Unrealized
MSPRW MSP RECOVERY INC W EXP 05 20 202 0.0%
Value ($000) $0 Shares 19,824 Est. Cost Unrealized