FDx Advisors, Inc. Diversified Active

CIK: 0001566601 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 3, 2024

Total Value ($000): $659 (100.0% shares, 0.0% debt)

Holdings (350)

BND VANGUARD BD INDEX FDS TOTAL BND MRKT 3.4%
Value ($000) $22 Shares 306,124 Est. Cost $46.46 Unrealized
AMZN AMAZON COM INC COM 3.1%
Value ($000) $21 Shares 114,418 Est. Cost $125.16 Unrealized +33.4%
IDEV ISHARES TR CORE MSCI INTL 2.9%
Value ($000) $19 Shares 281,611 Est. Cost $54.16 Unrealized
MBB ISHARES TR MBS ETF 2.8%
Value ($000) $19 Shares 201,035 Est. Cost $60.88 Unrealized
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $18 Shares 43,250 Est. Cost $148.90 Unrealized +168.1%
IWD ISHARES TR RUS 1000 VAL ETF 2.5%
Value ($000) $17 Shares 92,430 Est. Cost $107.90 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 2.5%
Value ($000) $16 Shares 48,305 Est. Cost $96.01 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 2.2%
Value ($000) $14 Shares 278,088 Est. Cost $42.52 Unrealized
STIP ISHARES TR 0 5 YR TIPS ETF 1.8%
Value ($000) $12 Shares 116,173 Est. Cost $0.10 Unrealized
AGG ISHARES TR CORE US AGGBD ET 1.7%
Value ($000) $11 Shares 112,605 Est. Cost $109.05 Unrealized
IVV ISHARES TR CORE S P500 ETF 1.4%
Value ($000) $9 Shares 18,024 Est. Cost $266.80 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.3%
Value ($000) $8 Shares 54,696 Est. Cost $108.46 Unrealized +32.1%
AVGO BROADCOM INC COM 1.2%
Value ($000) $8 Shares 5,826 Est. Cost $32.94 Unrealized +268.0%
V VISA INC COM CL A 1.1%
Value ($000) $7 Shares 26,767 Est. Cost $167.52 Unrealized +62.6%
IEFA ISHARES TR CORE MSCI EAFE 1.1%
Value ($000) $7 Shares 99,958 Est. Cost $58.93 Unrealized
LLY ELI LILLY CO COM 1.1%
Value ($000) $7 Shares 9,184 Est. Cost $128.62 Unrealized +446.2%
NFLX NETFLIX INC COM 1.1%
Value ($000) $7 Shares 11,672 Est. Cost $41.62 Unrealized +35.5%
VUG VANGUARD INDEX FDS GROWTH ETF 1.1%
Value ($000) $7 Shares 20,526 Est. Cost $113.12 Unrealized
VOO VANGUARD INDEX FDS S P 500 ETF SHS 1.1%
Value ($000) $7 Shares 14,668 Est. Cost $299.84 Unrealized
SPIB SPDR SER TR PORTFOLIO INTRMD 1.1%
Value ($000) $7 Shares 212,521 Est. Cost $28.30 Unrealized
CRM SALESFORCE INC COM 1.0%
Value ($000) $7 Shares 21,600 Est. Cost $193.16 Unrealized +47.6%
USMV ISHARES TR MSCI USA MIN VOL 0.9%
Value ($000) $6 Shares 71,971 Est. Cost $47.67 Unrealized
NOW SERVICENOW INC COM 0.9%
Value ($000) $6 Shares 7,880 Est. Cost $71.24 Unrealized +112.7%
IGSB ISHARES TR ISHS 1 5YR INVS 0.9%
Value ($000) $6 Shares 112,193 Est. Cost $59.08 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.9%
Value ($000) $6 Shares 67,698 Est. Cost $72.01 Unrealized
MA MASTERCARD INCORPORATED CL A 0.8%
Value ($000) $5 Shares 11,122 Est. Cost $279.92 Unrealized +61.7%
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $5 Shares 5,893 Est. Cost $23.95 Unrealized +202.5%
IAU ISHARES GOLD TR ISHARES NEW 0.8%
Value ($000) $5 Shares 123,513 Est. Cost $29.90 Unrealized
NVO NOVO NORDISK A S ADR 0.8%
Value ($000) $5 Shares 39,682 Est. Cost $33.37 Unrealized
MRK MERCK CO INC COM 0.8%
Value ($000) $5 Shares 38,424 Est. Cost $61.80 Unrealized +87.3%
ABBV ABBVIE INC COM 0.8%
Value ($000) $5 Shares 27,598 Est. Cost $82.40 Unrealized +96.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.8%
Value ($000) $5 Shares 14,495 Est. Cost $188.01 Unrealized +88.7%
ABT ABBOTT LABS COM 0.8%
Value ($000) $5 Shares 44,136 Est. Cost $82.82 Unrealized +33.8%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.8%
Value ($000) $5 Shares 25,813 Est. Cost $171.20 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 0.7%
Value ($000) $5 Shares 92,107 Est. Cost $0.05 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.7%
Value ($000) $5 Shares 29,363 Est. Cost $78.84 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.7%
Value ($000) $5 Shares 91,646 Est. Cost $60.21 Unrealized
CMDY ISHARES U S ETF TR BLOOMBERG ROLL 0.7%
Value ($000) $5 Shares 98,165 Est. Cost $0.05 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.7%
Value ($000) $5 Shares 8,065 Est. Cost $510.83 Unrealized +9.2%
META META PLATFORMS INC CL A 0.7%
Value ($000) $5 Shares 9,326 Est. Cost $226.27 Unrealized +95.9%
ABNB AIRBNB INC COM CL A 0.7%
Value ($000) $4 Shares 27,157 Est. Cost $155.56 Unrealized -2.7%
COWZ PACER FDS TR US CASH COWS 100 0.7%
Value ($000) $4 Shares 76,383 Est. Cost $0.05 Unrealized
VSS VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 0.6%
Value ($000) $4 Shares 35,501 Est. Cost $113.79 Unrealized
IPAC ISHARES TR CORE MSCI PAC 0.6%
Value ($000) $4 Shares 64,903 Est. Cost $55.63 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $4 Shares 8,300 Est. Cost $286.00 Unrealized +71.0%
ACWV ISHARES INC MSCI GBL MIN VOL 0.6%
Value ($000) $4 Shares 38,327 Est. Cost $0.10 Unrealized
IGIB ISHARES TR ISHS 5 10YR INVT 0.6%
Value ($000) $4 Shares 76,265 Est. Cost $49.30 Unrealized
SDY SPDR SER TR S P DIVID ETF 0.6%
Value ($000) $4 Shares 29,667 Est. Cost $97.13 Unrealized
ADBE ADOBE INC COM 0.6%
Value ($000) $4 Shares 7,660 Est. Cost $331.21 Unrealized +73.1%
DSTL ETF SER SOLUTIONS DISTILLATE US 0.6%
Value ($000) $4 Shares 71,540 Est. Cost $0.05 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.6%
Value ($000) $4 Shares 39,711 Est. Cost $102.83 Unrealized
PEP PEPSICO INC COM 0.6%
Value ($000) $4 Shares 21,234 Est. Cost $110.38 Unrealized +42.5%
ETN EATON CORP PLC SHS 0.6%
Value ($000) $4 Shares 11,719 Est. Cost $107.42 Unrealized +149.1%
ADSK AUTODESK INC COM 0.5%
Value ($000) $4 Shares 13,724 Est. Cost $192.30 Unrealized +31.6%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $4 Shares 22,541 Est. Cost $82.26 Unrealized +69.0%
MDLZ MONDELEZ INTL INC CL A 0.5%
Value ($000) $4 Shares 50,340 Est. Cost $47.19 Unrealized +46.0%
IJR ISHARES TR CORE S P SCP ETF 0.5%
Value ($000) $3 Shares 31,167 Est. Cost $71.36 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $3 Shares 20,944 Est. Cost $112.18 Unrealized +33.6%
HD HOME DEPOT INC COM 0.5%
Value ($000) $3 Shares 8,632 Est. Cost $180.54 Unrealized +93.1%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $3 Shares 71,660 Est. Cost $38.13 Unrealized +1.3%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $3 Shares 11,336 Est. Cost $175.50 Unrealized +58.4%
PRF INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 0.5%
Value ($000) $3 Shares 81,339 Est. Cost $21.53 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.5%
Value ($000) $3 Shares 18,843 Est. Cost $97.21 Unrealized
ZTS ZOETIS INC CL A 0.5%
Value ($000) $3 Shares 17,878 Est. Cost $120.51 Unrealized +52.2%
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.5%
Value ($000) $3 Shares 72,460 Est. Cost $31.15 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $3 Shares 18,251 Est. Cost $118.28 Unrealized +19.3%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $3 Shares 16,749 Est. Cost $108.01 Unrealized +46.2%
OMFL INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 0.4%
Value ($000) $3 Shares 52,414 Est. Cost $0.05 Unrealized
SPTL SPDR SER TR PORTFOLIO LN TSR 0.4%
Value ($000) $3 Shares 101,051 Est. Cost $0.03 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.4%
Value ($000) $3 Shares 10,922 Est. Cost $113.87 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.4%
Value ($000) $3 Shares 53,712 Est. Cost $53.07 Unrealized
WMB WILLIAMS COS INC COM 0.4%
Value ($000) $3 Shares 67,702 Est. Cost $23.54 Unrealized +40.1%
AAPL APPLE INC COM 0.4%
Value ($000) $3 Shares 15,348 Est. Cost $143.96 Unrealized +25.2%
MRSH MARSH MCLENNAN COS INC COM 0.4%
Value ($000) $3 Shares 12,771 Est. Cost $98.83 Unrealized +95.7%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $3 Shares 15,726 Est. Cost $75.76 Unrealized +78.2%
WDAY WORKDAY INC CL A 0.4%
Value ($000) $2 Shares 9,161 Est. Cost $217.76 Unrealized +30.7%
BBJP J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 0.4%
Value ($000) $2 Shares 42,586 Est. Cost $19.71 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $2 Shares 38,588 Est. Cost $61.79 Unrealized -10.3%
JPM JPMORGAN CHASE CO COM 0.4%
Value ($000) $2 Shares 12,312 Est. Cost $86.26 Unrealized +101.3%
BLV VANGUARD BD INDEX FDS LONG TERM BOND 0.4%
Value ($000) $2 Shares 33,229 Est. Cost $79.72 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.4%
Value ($000) $2 Shares 10,168 Est. Cost $163.95 Unrealized +26.1%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $2 Shares 25,566 Est. Cost $73.12 Unrealized +21.2%
EWC ISHARES INC MSCI CDA ETF 0.4%
Value ($000) $2 Shares 60,859 Est. Cost $27.39 Unrealized
APD AIR PRODS CHEMS INC COM 0.4%
Value ($000) $2 Shares 9,615 Est. Cost $214.81 Unrealized +8.2%
NKE NIKE INC CL B 0.4%
Value ($000) $2 Shares 24,717 Est. Cost $92.02 Unrealized +6.3%
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.3%
Value ($000) $2 Shares 25,977 Est. Cost $75.22 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $2 Shares 14,837 Est. Cost $108.05 Unrealized +31.4%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $2 Shares 42,742 Est. Cost $32.27 Unrealized +46.3%
IT GARTNER INC COM 0.3%
Value ($000) $2 Shares 4,450 Est. Cost $163.54 Unrealized +181.4%
VB VANGUARD INDEX FDS SMALL CP ETF 0.3%
Value ($000) $2 Shares 9,232 Est. Cost $119.03 Unrealized
O REALTY INCOME CORP COM 0.3%
Value ($000) $2 Shares 38,968 Est. Cost $48.88 Unrealized -0.5%
SRE SEMPRA COM 0.3%
Value ($000) $2 Shares 29,232 Est. Cost $59.73 Unrealized +12.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $2 Shares 2,163 Est. Cost $251.97 Unrealized
ADP AUTOMATIC DATA PROCESSING IN COM 0.3%
Value ($000) $2 Shares 7,994 Est. Cost $209.38 Unrealized +11.9%
SHYG ISHARES TR 0 5YR HI YL CP 0.3%
Value ($000) $2 Shares 44,251 Est. Cost $7.84 Unrealized
PLD PROLOGIS INC COM 0.3%
Value ($000) $2 Shares 14,326 Est. Cost $84.61 Unrealized +44.6%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $2 Shares 4,022 Est. Cost $289.83 Unrealized +43.5%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $2 Shares 11,900 Est. Cost $136.63 Unrealized -0.2%
CP CANADIAN PACIFIC KANSAS CITY COM 0.2%
Value ($000) $2 Shares 18,059 Est. Cost $77.51 Unrealized +6.9%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $2 Shares 5,800 Est. Cost $153.13 Unrealized +61.7%
SCZ ISHARES TR EAFE SML CP ETF 0.2%
Value ($000) $2 Shares 24,304 Est. Cost $51.83 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.2%
Value ($000) $2 Shares 4,635 Est. Cost $307.23 Unrealized -4.5%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1 Shares 8,781 Est. Cost $102.90 Unrealized +44.3%
KDP KEURIG DR PEPPER INC COM 0.2%
Value ($000) $1 Shares 48,197 Est. Cost $32.50 Unrealized -10.6%
DELL DELL TECHNOLOGIES INC CL C 0.2%
Value ($000) $1 Shares 12,728 Est. Cost $76.97 Unrealized +17.7%
MGC VANGUARD WORLD FD MEGA CAP INDEX 0.2%
Value ($000) $1 Shares 7,707 Est. Cost $131.81 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.2%
Value ($000) $1 Shares 29,720 Est. Cost $49.24 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $1 Shares 23,805 Est. Cost $41.04 Unrealized +22.1%
EWA ISHARES INC MSCI AUST ETF 0.2%
Value ($000) $1 Shares 55,433 Est. Cost $0.02 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.2%
Value ($000) $1 Shares 35,009 Est. Cost $28.56 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $1 Shares 11,092 Est. Cost $62.38 Unrealized +83.8%
FAST FASTENAL CO COM 0.2%
Value ($000) $1 Shares 17,458 Est. Cost $21.09 Unrealized +61.1%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $1 Shares 11,531 Est. Cost $57.50 Unrealized +70.6%
EWU ISHARES TR MSCI UK ETF NEW 0.2%
Value ($000) $1 Shares 39,083 Est. Cost $0.03 Unrealized
EEMA ISHARES INC MSCI EM ASIA ETF 0.2%
Value ($000) $1 Shares 18,925 Est. Cost $77.82 Unrealized
RACE FERRARI N V COM 0.2%
Value ($000) $1 Shares 2,953 Est. Cost $196.26 Unrealized +97.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $1 Shares 18,606 Est. Cost $58.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1 Shares 2,893 Est. Cost $303.75 Unrealized +29.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value ($000) $1 Shares 2,897 Est. Cost $214.74 Unrealized +96.9%
HEI HEICO CORP NEW COM 0.2%
Value ($000) $1 Shares 6,240 Est. Cost $142.54 Unrealized +30.2%
ICLR ICON PLC SHS 0.2%
Value ($000) $1 Shares 3,525 Est. Cost $169.29 Unrealized +74.1%
LIN LINDE PLC SHS 0.2%
Value ($000) $1 Shares 2,543 Est. Cost $353.42 Unrealized +19.5%
GLW CORNING INC COM 0.2%
Value ($000) $1 Shares 35,115 Est. Cost $33.45 Unrealized -8.9%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.2%
Value ($000) $1 Shares 7,408 Est. Cost $62.73 Unrealized
DWX SPDR INDEX SHS FDS S P INTL ETF 0.2%
Value ($000) $1 Shares 32,714 Est. Cost $30.73 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.2%
Value ($000) $1 Shares 4,457 Est. Cost $155.34 Unrealized +43.6%
EFA ISHARES TR MSCI EAFE ETF 0.2%
Value ($000) $1 Shares 13,814 Est. Cost $31.72 Unrealized
CME CME GROUP INC COM 0.2%
Value ($000) $1 Shares 4,892 Est. Cost $184.58 Unrealized +6.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $1 Shares 3,218 Est. Cost $204.42 Unrealized +49.8%
MELI MERCADOLIBRE INC COM 0.2%
Value ($000) $1 Shares 678 Est. Cost $1145.77 Unrealized +42.8%
AMGN AMGEN INC COM 0.2%
Value ($000) $1 Shares 3,518 Est. Cost $206.90 Unrealized +33.4%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $1 Shares 12,138 Est. Cost $69.92 Unrealized +7.6%
EMB ISHARES TR JPMORGAN USD EMG 0.2%
Value ($000) $1 Shares 11,104 Est. Cost $0.09 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.2%
Value ($000) $1 Shares 2,499 Est. Cost $278.99 Unrealized +31.9%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1 Shares 5,429 Est. Cost $102.35 Unrealized +70.8%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1 Shares 4,693 Est. Cost $104.44 Unrealized +72.7%
IGLB ISHARES TR 10 YR INVST GRD 0.1%
Value ($000) $1 Shares 18,744 Est. Cost $44.65 Unrealized
JMBS JANUS DETROIT STR TR HENDERSON MTG 0.1%
Value ($000) $1 Shares 21,195 Est. Cost $0.05 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1 Shares 21,754 Est. Cost $38.02 Unrealized +6.8%
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $1 Shares 2,157 Est. Cost $369.02 Unrealized +15.7%
TUA SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 0.1%
Value ($000) $1 Shares 41,508 Est. Cost $0.02 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $1 Shares 9,278 Est. Cost $86.27 Unrealized +0.6%
GLOB GLOBANT S A COM 0.1%
Value ($000) $1 Shares 4,412 Est. Cost $193.41 Unrealized +16.1%
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.1%
Value ($000) $1 Shares 3,655 Est. Cost $80.78 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $1 Shares 14,435 Est. Cost $39.66 Unrealized +32.8%
TSLA TESLA INC COM 0.1%
Value ($000) $1 Shares 4,659 Est. Cost $220.50 Unrealized -11.4%
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.1%
Value ($000) $1 Shares 10,442 Est. Cost $79.03 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $1 Shares 3,837 Est. Cost $116.53 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1 Shares 8,780 Est. Cost $64.96 Unrealized +30.8%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1 Shares 2,830 Est. Cost $167.39 Unrealized +54.1%
RBA RB GLOBAL INC COM 0.1%
Value ($000) $1 Shares 10,470 Est. Cost $56.38 Unrealized +23.9%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $1 Shares 5,314 Est. Cost $94.44 Unrealized +39.6%
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $1 Shares 4,303 Est. Cost $148.89 Unrealized +29.4%
AON AON PLC SHS CL A 0.1%
Value ($000) $1 Shares 2,334 Est. Cost $195.67 Unrealized +56.4%
LOPE GRAND CANYON ED INC COM 0.1%
Value ($000) $1 Shares 5,712 Est. Cost $100.60 Unrealized +29.8%
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $1 Shares 11,255 Est. Cost $52.64 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1 Shares 2,126 Est. Cost $235.83 Unrealized +34.7%
ANSYS INC COM 0.1%
Value ($000) $1 Shares 2,196 Est. Cost $169.92 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $1 Shares 5,935 Est. Cost $73.99 Unrealized +51.8%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1 Shares 6,086 Est. Cost $122.68 Unrealized -16.5%
FERG1GBX FERGUSON PLC NEW SHS 0.1%
Value ($000) $1 Shares 3,362 Est. Cost $23.09 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $1 Shares 3,724 Est. Cost $159.36 Unrealized +36.8%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $1 Shares 7,464 Est. Cost $80.63 Unrealized +6.8%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $1 Shares 5,106 Est. Cost $93.83 Unrealized +35.1%
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $1 Shares 2,621 Est. Cost $253.60 Unrealized -5.8%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $1 Shares 38,024 Est. Cost $15.07 Unrealized +6.0%
IEF ISHARES TR 7 10 YR TRSY BD 0.1%
Value ($000) $1 Shares 7,285 Est. Cost $94.47 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $1 Shares 3,310 Est. Cost $254.13 Unrealized -25.8%
ACGL ARCH CAP GROUP LTD ORD 0.1%
Value ($000) $1 Shares 6,982 Est. Cost $71.03 Unrealized +13.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $1 Shares 1,613 Est. Cost $308.32 Unrealized +22.6%
HUBS HUBSPOT INC COM 0.1%
Value ($000) $1 Shares 1,012 Est. Cost $533.15 Unrealized +12.7%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $1 Shares 9,231 Est. Cost $46.98 Unrealized +36.9%
BA BOEING CO COM 0.1%
Value ($000) $1 Shares 3,257 Est. Cost $180.00 Unrealized +14.2%
FND FLOOR DECOR HLDGS INC CL A 0.1%
Value ($000) $1 Shares 4,855 Est. Cost $98.17 Unrealized +15.7%
WCN WASTE CONNECTIONS INC COM 0.1%
Value ($000) $1 Shares 3,618 Est. Cost $133.29 Unrealized +19.3%
SAP SAP SE SPON ADR 0.1%
Value ($000) $1 Shares 3,184 Est. Cost $900.59 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1 Shares 4,542 Est. Cost $15.54 Unrealized
STE STERIS PLC SHS USD 0.1%
Value ($000) $1 Shares 2,735 Est. Cost $136.09 Unrealized +63.1%
PPL PPL CORP COM 0.1%
Value ($000) $1 Shares 22,225 Est. Cost $24.97 Unrealized 0.0%
IBN ICICI BANK LIMITED ADR 0.1%
Value ($000) $1 Shares 23,165 Est. Cost $7.17 Unrealized
TE CONNECTIVITY LTD SHS 0.1%
Value ($000) $1 Shares 4,193 Est. Cost $112.23 Unrealized
ROL ROLLINS INC COM 0.1%
Value ($000) $1 Shares 13,090 Est. Cost $33.76 Unrealized +27.6%
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.1%
Value ($000) $1 Shares 7,849 Est. Cost $79.21 Unrealized
T AT T INC COM 0.1%
Value ($000) $1 Shares 33,504 Est. Cost $14.75 Unrealized +5.9%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $1 Shares 4,554 Est. Cost $106.12 Unrealized +7.5%
TRI THOMSON REUTERS CORP COM 0.1%
Value ($000) $1 Shares 3,757 Est. Cost $127.12 Unrealized +16.5%
WSO WATSCO INC COM 0.1%
Value ($000) $1 Shares 1,353 Est. Cost $290.42 Unrealized +38.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $1 Shares 1,877 Est. Cost $163.52 Unrealized +80.9%
GWRE GUIDEWIRE SOFTWARE INC COM 0.1%
Value ($000) $1 Shares 4,975 Est. Cost $76.54 Unrealized +49.4%
MEDP MEDPACE HLDGS INC COM 0.1%
Value ($000) $1 Shares 1,436 Est. Cost $207.72 Unrealized +69.3%
CB CHUBB LIMITED COM 0.1%
Value ($000) $1 Shares 2,201 Est. Cost $131.57 Unrealized +83.3%
PCTY PAYLOCITY HLDG CORP COM 0.1%
Value ($000) $1 Shares 3,289 Est. Cost $178.86 Unrealized -7.7%
GDDY GODADDY INC CL A 0.1%
Value ($000) $1 Shares 4,656 Est. Cost $74.88 Unrealized +48.6%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1 Shares 2,427 Est. Cost $132.28 Unrealized +53.4%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $1 Shares 4,798 Est. Cost $71.02 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.1%
Value ($000) $1 Shares 45,813 Est. Cost $9.63 Unrealized +6.0%
SCHZ SCHWAB STRATEGIC TR US AGGREGATE B 0.1%
Value ($000) $1 Shares 11,846 Est. Cost $0.05 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $1 Shares 14,881 Est. Cost $26.47 Unrealized +19.2%
VTRS VIATRIS INC COM 0.1%
Value ($000) $1 Shares 45,036 Est. Cost $9.56 Unrealized +15.5%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $1 Shares 8,200 Est. Cost $39.48 Unrealized +43.4%
WK WORKIVA INC COM CL A 0.1%
Value ($000) $1 Shares 6,139 Est. Cost $86.15 Unrealized +4.6%
ENSG ENSIGN GROUP INC COM 0.1%
Value ($000) $1 Shares 4,174 Est. Cost $88.78 Unrealized +34.6%
TECH BIO TECHNE CORP COM 0.1%
Value ($000) $1 Shares 7,264 Est. Cost $80.08 Unrealized -11.5%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $1 Shares 6,298 Est. Cost $62.93 Unrealized +12.5%
UBS UBS GROUP AG SHS 0.1%
Value ($000) $0 Shares 16,181 Est. Cost $26.30 Unrealized +12.3%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.1%
Value ($000) $0 Shares 7,148 Est. Cost $59.12 Unrealized
JNJ JOHNSON JOHNSON COM 0.1%
Value ($000) $0 Shares 3,080 Est. Cost $115.65 Unrealized +29.9%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $0 Shares 11,497 Est. Cost $36.73 Unrealized -2.2%
CNQ CANADIAN NAT RES LTD COM 0.1%
Value ($000) $0 Shares 6,160 Est. Cost $29.83 Unrealized +4.5%
NTRA NATERA INC COM 0.1%
Value ($000) $0 Shares 5,109 Est. Cost $53.65 Unrealized +40.2%
SPGI S P GLOBAL INC COM 0.1%
Value ($000) $0 Shares 1,077 Est. Cost $329.40 Unrealized +29.7%
RGA REINSURANCE GRP OF AMERICA I COM NEW 0.1%
Value ($000) $0 Shares 2,370 Est. Cost $142.07 Unrealized +22.8%
HYLB DBX ETF TR XTRACK USD HIGH 0.1%
Value ($000) $0 Shares 12,760 Est. Cost $46.80 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $0 Shares 4,694 Est. Cost $83.77 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $0 Shares 1,158 Est. Cost $356.08 Unrealized +29.8%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $0 Shares 9,308 Est. Cost $43.01 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $0 Shares 8,977 Est. Cost $57.06 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $0 Shares 610 Est. Cost $423.45 Unrealized +66.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $0 Shares 4,572 Est. Cost $77.04 Unrealized +14.8%
KO COCA COLA CO COM 0.1%
Value ($000) $0 Shares 7,228 Est. Cost $49.54 Unrealized +14.4%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $0 Shares 837 Est. Cost $340.90 Unrealized +32.1%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $0 Shares 3,603 Est. Cost $78.26 Unrealized +35.1%
LAM RESEARCH CORP COM 0.1%
Value ($000) $0 Shares 445 Est. Cost $142.54 Unrealized
MNDY MONDAY COM LTD SHS 0.1%
Value ($000) $0 Shares 1,910 Est. Cost $212.29 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $0 Shares 5,556 Est. Cost $48.48 Unrealized +62.9%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $0 Shares 5,839 Est. Cost $59.16 Unrealized +21.7%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $0 Shares 5,519 Est. Cost $37.17 Unrealized +93.1%
BCE BCE INC COM NEW 0.1%
Value ($000) $0 Shares 12,371 Est. Cost $31.56 Unrealized +3.0%
LECO LINCOLN ELEC HLDGS INC COM 0.1%
Value ($000) $0 Shares 1,645 Est. Cost $191.53 Unrealized +23.3%
CRH CRH PLC ORD 0.1%
Value ($000) $0 Shares 4,799 Est. Cost $54.36 Unrealized +37.4%
SO SOUTHERN CO COM 0.1%
Value ($000) $0 Shares 5,742 Est. Cost $42.65 Unrealized +51.8%
FISV FISERV INC COM 0.1%
Value ($000) $0 Shares 2,554 Est. Cost $106.75 Unrealized +36.4%
BL BLACKLINE INC COM 0.1%
Value ($000) $0 Shares 6,300 Est. Cost $87.14 Unrealized -30.4%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $0 Shares 10,065 Est. Cost $35.37 Unrealized +2.6%
SYY SYSCO CORP COM 0.1%
Value ($000) $0 Shares 4,965 Est. Cost $68.53 Unrealized +8.8%
KVUE KENVUE INC COM 0.1%
Value ($000) $0 Shares 18,768 Est. Cost $20.55 Unrealized -8.3%
MCK MCKESSON CORP COM 0.1%
Value ($000) $0 Shares 734 Est. Cost $219.04 Unrealized +129.8%
PRVA PRIVIA HEALTH GROUP INC COM 0.1%
Value ($000) $0 Shares 20,067 Est. Cost $21.86 Unrealized -3.4%
WMT WALMART INC COM 0.1%
Value ($000) $0 Shares 6,491 Est. Cost $38.35 Unrealized +46.1%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $0 Shares 6,141 Est. Cost $49.88 Unrealized +5.3%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $0 Shares 1,954 Est. Cost $98.30 Unrealized +61.7%
SPSC SPS COMM INC COM 0.1%
Value ($000) $0 Shares 2,088 Est. Cost $144.13 Unrealized +28.1%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $0 Shares 311 Est. Cost $618.90 Unrealized +61.2%
MKL MARKEL GROUP INC COM 0.1%
Value ($000) $0 Shares 251 Est. Cost $1183.26 Unrealized +23.9%
OC OWENS CORNING NEW COM 0.1%
Value ($000) $0 Shares 2,278 Est. Cost $87.44 Unrealized +74.5%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $0 Shares 2,354 Est. Cost $154.73 Unrealized +25.3%
HLN HALEON PLC SPON ADS 0.1%
Value ($000) $0 Shares 43,832 Est. Cost $6.01 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $0 Shares 325 Est. Cost $40.46 Unrealized +72.9%
PINS PINTEREST INC CL A 0.1%
Value ($000) $0 Shares 10,581 Est. Cost $28.67 Unrealized +26.8%
HUM HUMANA INC COM 0.1%
Value ($000) $0 Shares 1,050 Est. Cost $450.45 Unrealized -17.9%
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value ($000) $0 Shares 4,232 Est. Cost $17.44 Unrealized
MDB MONGODB INC CL A 0.1%
Value ($000) $0 Shares 1,010 Est. Cost $319.39 Unrealized +27.9%
LYB LYONDELLBASELL INDUSTRIES N SHS A 0.1%
Value ($000) $0 Shares 3,525 Est. Cost $70.87 Unrealized +18.7%
ALRM ALARM COM HLDGS INC COM 0.1%
Value ($000) $0 Shares 4,958 Est. Cost $60.14 Unrealized +12.9%
DGRO ISHARES TR CORE DIV GRWTH 0.1%
Value ($000) $0 Shares 6,100 Est. Cost $4.72 Unrealized
DV DOUBLEVERIFY HLDGS INC COM 0.1%
Value ($000) $0 Shares 10,043 Est. Cost $31.16 Unrealized +19.4%
TECK TECK RESOURCES LTD CL B 0.1%
Value ($000) $0 Shares 7,658 Est. Cost $35.41 Unrealized +13.4%
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $0 Shares 1,485 Est. Cost $185.17 Unrealized +28.1%
MGM MGM RESORTS INTERNATIONAL COM 0.1%
Value ($000) $0 Shares 7,383 Est. Cost $44.17 Unrealized -1.0%
NVT NVENT ELECTRIC PLC SHS 0.1%
Value ($000) $0 Shares 4,625 Est. Cost $43.01 Unrealized +46.2%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $0 Shares 2,958 Est. Cost $73.62 Unrealized +22.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $0 Shares 1,410 Est. Cost $177.58 Unrealized +32.7%
TPR TAPESTRY INC COM 0.1%
Value ($000) $0 Shares 7,294 Est. Cost $32.72 Unrealized +25.6%
PFE PFIZER INC COM 0.1%
Value ($000) $0 Shares 12,232 Est. Cost $28.64 Unrealized -13.9%
TOST TOAST INC CL A 0.1%
Value ($000) $0 Shares 13,544 Est. Cost $21.40 Unrealized -3.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 4,915 Est. Cost $108.02 Unrealized -43.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 3,229 Est. Cost $67.98 Unrealized +39.2%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $0 Shares 1,176 Est. Cost $486.68 Unrealized -39.5%
HDEF DBX ETF TR XTRACK MSCI EAFE 0.0%
Value ($000) $0 Shares 13,131 Est. Cost $17.02 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $0 Shares 1,637 Est. Cost $186.51 Unrealized -0.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $0 Shares 8,274 Est. Cost $38.97 Unrealized -14.3%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 4,529 Est. Cost $43.32 Unrealized +57.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $0 Shares 5,414 Est. Cost $50.41 Unrealized +14.0%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $0 Shares 2,562 Est. Cost $66.30 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $0 Shares 618 Est. Cost $463.89 Unrealized +3.9%
PGNY PROGYNY INC COM 0.0%
Value ($000) $0 Shares 8,371 Est. Cost $35.39 Unrealized +6.8%
EXPO EXPONENT INC COM 0.0%
Value ($000) $0 Shares 3,862 Est. Cost $85.34 Unrealized -5.6%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $0 Shares 1,734 Est. Cost $155.67 Unrealized +22.3%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 7,362 Est. Cost $15.32 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 4,526 Est. Cost $51.70 Unrealized +17.2%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 2,096 Est. Cost $419.32 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 0.0%
Value ($000) $0 Shares 5,379 Est. Cost $13.70 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $0 Shares 7,369 Est. Cost $22.27 Unrealized +19.6%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $0 Shares 2,748 Est. Cost $68.58 Unrealized +32.1%
FRPT FRESHPET INC COM 0.0%
Value ($000) $0 Shares 2,645 Est. Cost $65.49 Unrealized +47.6%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $0 Shares 4,537 Est. Cost $30.95 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $0 Shares 6,856 Est. Cost $40.27 Unrealized +9.4%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $0 Shares 6,640 Est. Cost $25.83 Unrealized +51.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $0 Shares 3,454 Est. Cost $89.61 Unrealized -10.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $0 Shares 488 Est. Cost $388.35 Unrealized +39.0%
INTU INTUIT COM 0.0%
Value ($000) $0 Shares 460 Est. Cost $385.47 Unrealized +63.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $0 Shares 5,493 Est. Cost $48.35 Unrealized -4.5%
SQUARESPACE INC CLASS A 0.0%
Value ($000) $0 Shares 7,946 Est. Cost $0.03 Unrealized
SCHJ SCHWAB STRATEGIC TR 1 5YR CORP BD 0.0%
Value ($000) $0 Shares 5,940 Est. Cost $0.05 Unrealized
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.0%
Value ($000) $0 Shares 6,876 Est. Cost $31.80 Unrealized
RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 0.0%
Value ($000) $0 Shares 6,680 Est. Cost $1001.98 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $0 Shares 2,250 Est. Cost $57.59 Unrealized +86.9%
CCC CCC INTELLIGENT SOLUTIONS HL COM 0.0%
Value ($000) $0 Shares 23,950 Est. Cost $11.67 Unrealized -2.3%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $0 Shares 5,616 Est. Cost $37.32 Unrealized +31.1%
CGNX COGNEX CORP COM 0.0%
Value ($000) $0 Shares 6,701 Est. Cost $48.46 Unrealized -20.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 3,287 Est. Cost $75.45 Unrealized +0.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 1,119 Est. Cost $164.46 Unrealized +42.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $0 Shares 292 Est. Cost $633.45 Unrealized +49.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $0 Shares 2,895 Est. Cost $46.88 Unrealized +77.5%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $0 Shares 3,237 Est. Cost $61.87 Unrealized +28.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,485 Est. Cost $55.84 Unrealized -23.6%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $0 Shares 264 Est. Cost $339.57 Unrealized +170.2%
USHY ISHARES TR BROAD USD HIGH 0.0%
Value ($000) $0 Shares 7,361 Est. Cost $9.94 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 18,970 Est. Cost $10.59 Unrealized +12.8%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $0 Shares 3,846 Est. Cost $61.00 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $0 Shares 2,293 Est. Cost $87.91 Unrealized +13.1%
JKHY HENRY JACK ASSOC INC COM 0.0%
Value ($000) $0 Shares 1,474 Est. Cost $148.87 Unrealized +11.5%
CM CANADIAN IMPERIAL BK COMM TO COM 0.0%
Value ($000) $0 Shares 4,990 Est. Cost $36.30 Unrealized +21.3%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $0 Shares 1,227 Est. Cost $151.20 Unrealized +23.2%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $0 Shares 3,012 Est. Cost $41.78 Unrealized +62.8%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 2,268 Est. Cost $46.36 Unrealized +2.9%
OPCH OPTION CARE HEALTH INC COM NEW 0.0%
Value ($000) $0 Shares 7,152 Est. Cost $30.73 Unrealized +5.3%
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $0 Shares 5,843 Est. Cost $1485.93 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $0 Shares 287 Est. Cost $409.24 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $0 Shares 2,920 Est. Cost $62.67 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $0 Shares 901 Est. Cost $1266.37 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $0 Shares 1,420 Est. Cost $120.07 Unrealized +31.7%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 7,612 Est. Cost $42.83 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $0 Shares 1,209 Est. Cost $125.01 Unrealized +38.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 902 Est. Cost $123.95 Unrealized +79.1%
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value ($000) $0 Shares 2,482 Est. Cost $87.95 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $0 Shares 540 Est. Cost $372.27 Unrealized 0.0%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $0 Shares 1,755 Est. Cost $99.37 Unrealized +21.2%
ACVA ACV AUCTIONS INC COM CL A 0.0%
Value ($000) $0 Shares 11,890 Est. Cost $14.65 Unrealized +6.9%
CSX CSX CORP COM 0.0%
Value ($000) $0 Shares 6,016 Est. Cost $30.43 Unrealized +16.6%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $0 Shares 892 Est. Cost $128.84 Unrealized +87.4%
AMCOR PLC ORD 0.0%
Value ($000) $0 Shares 23,118 Est. Cost $9.83 Unrealized -11.3%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $0 Shares 554 Est. Cost $0.38 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $0 Shares 13,733 Est. Cost $9.54 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $0 Shares 1,679 Est. Cost $100.35 Unrealized +10.0%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $0 Shares 4,612 Est. Cost $69.61 Unrealized -36.8%
ALV AUTOLIV INC COM 0.0%
Value ($000) $0 Shares 1,777 Est. Cost $107.01 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $0 Shares 1,620 Est. Cost $74.15 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $0 Shares 5,098 Est. Cost $0.04 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $0 Shares 5,986 Est. Cost $29.27 Unrealized +9.1%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $0 Shares 1,581 Est. Cost $121.88 Unrealized +2.7%
STAG STAG INDL INC COM 0.0%
Value ($000) $0 Shares 5,415 Est. Cost $0.04 Unrealized
CERT CERTARA INC COM 0.0%
Value ($000) $0 Shares 11,495 Est. Cost $14.66 Unrealized +17.7%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $0 Shares 6,959 Est. Cost $26.80 Unrealized -4.1%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 4,460 Est. Cost $15.41 Unrealized +164.1%
CMI CUMMINS INC COM 0.0%
Value ($000) $0 Shares 688 Est. Cost $247.59 Unrealized 0.0%
PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 0.0%
Value ($000) $0 Shares 10,419 Est. Cost $0.02 Unrealized
GDYN GRID DYNAMICS HLDGS INC CL A 0.0%
Value ($000) $0 Shares 14,512 Est. Cost $12.22 Unrealized +6.7%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $0 Shares 10,098 Est. Cost $16.93 Unrealized -1.1%
SABR SABRE CORP COM 0.0%
Value ($000) $0 Shares 10,833 Est. Cost $4.45 Unrealized -24.6%