Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $696,368 (100.0% shares, 0.0% debt)

Holdings (177)

SPY SPDR S&P 500 ETF TR 37.2%
Value ($000) $258,745 Shares 604,459 Est. Cost $252.26 Unrealized
VTI VANGUARD INDEX FDS 9.4%
Value ($000) $65,505 Shares 293,981 Est. Cost $129.55 Unrealized
SCHB SCHWAB STRATEGIC TR 7.5%
Value ($000) $52,309 Shares 501,667 Est. Cost $58.61 Unrealized
QQQ INVESCO QQQ TR 2.1%
Value ($000) $14,333 Shares 40,439 Est. Cost $239.19 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $14,232 Shares 34 Est. Cost $318723.75 Unrealized +31.9%
AAPL APPLE INC 2.0%
Value ($000) $13,879 Shares 101,335 Est. Cost $90.91 Unrealized +39.1%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $13,660 Shares 87,825 Est. Cost $85.61 Unrealized +63.2%
MSFT MICROSOFT CORP 1.9%
Value ($000) $13,520 Shares 49,907 Est. Cost $138.99 Unrealized +76.1%
GS GOLDMAN SACHS GROUP INC 1.5%
Value ($000) $10,181 Shares 34,266 Est. Cost $210.04 Unrealized +52.1%
ITW ILLINOIS TOOL WKS INC 1.4%
Value ($000) $9,633 Shares 43,091 Est. Cost $134.27 Unrealized +52.7%
AMZN AMAZON COM INC 1.4%
Value ($000) $9,529 Shares 2,770 Est. Cost $89.77 Unrealized +85.1%
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $7,702 Shares 52,158 Est. Cost $108.28 Unrealized
GOOG ALPHABET INC 1.1%
Value ($000) $7,619 Shares 3,040 Est. Cost $56.24 Unrealized +110.3%
MRK MERCK & CO INC 1.0%
Value ($000) $7,107 Shares 91,386 Est. Cost $59.68 Unrealized +7.5%
XLP SELECT SECTOR SPDR TR 1.0%
Value ($000) $6,898 Shares 98,583 Est. Cost $54.47 Unrealized
DIS DISNEY WALT CO 0.9%
Value ($000) $6,426 Shares 36,560 Est. Cost $128.72 Unrealized +36.5%
GOOGL ALPHABET INC 0.9%
Value ($000) $6,419 Shares 2,629 Est. Cost $64.52 Unrealized +79.7%
IWM ISHARES TR 0.8%
Value ($000) $5,290 Shares 23,065 Est. Cost $143.50 Unrealized
SCHX SCHWAB STRATEGIC TR 0.7%
Value ($000) $5,157 Shares 49,602 Est. Cost $56.32 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $5,142 Shares 20,460 Est. Cost $141.06 Unrealized +52.6%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $5,041 Shares 26,426 Est. Cost $103.66 Unrealized +53.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $4,976 Shares 17,904 Est. Cost $203.66 Unrealized +37.2%
VHT VANGUARD WORLD FDS 0.7%
Value ($000) $4,675 Shares 18,917 Est. Cost $144.86 Unrealized
META FACEBOOK INC 0.6%
Value ($000) $4,357 Shares 12,530 Est. Cost $203.58 Unrealized +56.5%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $4,093 Shares 30,331 Est. Cost $68.70 Unrealized +75.7%
TSLA TESLA INC 0.5%
Value ($000) $3,368 Shares 4,955 Est. Cost $138.70 Unrealized +56.5%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $3,356 Shares 58,858 Est. Cost $33.15 Unrealized +48.0%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $3,092 Shares 8,469 Est. Cost $278.07 Unrealized +30.3%
DLN WISDOMTREE TR 0.4%
Value ($000) $3,046 Shares 25,316 Est. Cost $90.13 Unrealized
MRNA MODERNA INC 0.4%
Value ($000) $2,834 Shares 12,060 Est. Cost $144.91 Unrealized +23.3%
GLD SPDR GOLD TR 0.4%
Value ($000) $2,659 Shares 16,055 Est. Cost $156.70 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $2,600 Shares 15,785 Est. Cost $112.85 Unrealized +28.4%
IHI ISHARES TR 0.4%
Value ($000) $2,595 Shares 7,186 Est. Cost $284.70 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $2,480 Shares 11,275 Est. Cost $151.44 Unrealized +32.3%
ARKK ARK ETF TR 0.4%
Value ($000) $2,453 Shares 18,754 Est. Cost $120.95 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2,410 Shares 6,125 Est. Cost $236.78 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $2,314 Shares 14,957 Est. Cost $78.67 Unrealized +76.1%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,104 Shares 5,254 Est. Cost $246.64 Unrealized +49.6%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $2,048 Shares 45,224 Est. Cost $30.24 Unrealized +32.2%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,002 Shares 3,969 Est. Cost $369.73 Unrealized +26.0%
V VISA INC 0.3%
Value ($000) $1,943 Shares 8,310 Est. Cost $129.55 Unrealized +70.6%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,903 Shares 2,378 Est. Cost $10.78 Unrealized +48.3%
MMM 3M CO 0.3%
Value ($000) $1,806 Shares 9,090 Est. Cost $115.67 Unrealized +21.4%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,704 Shares 8,859 Est. Cost $116.95 Unrealized +40.4%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,686 Shares 40,888 Est. Cost $24.54 Unrealized +49.0%
DBI DESIGNER BRANDS INC 0.2%
Value ($000) $1,658 Shares 100,200 Est. Cost $5.79 Unrealized +172.1%
ZS ZSCALER INC 0.2%
Value ($000) $1,625 Shares 7,523 Est. Cost $190.14 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,611 Shares 61,120 Est. Cost $26.41 Unrealized -12.4%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,586 Shares 19,179 Est. Cost $81.06 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $1,572 Shares 11,612 Est. Cost $135.38 Unrealized
NET CLOUDFLARE INC 0.2%
Value ($000) $1,552 Shares 14,668 Est. Cost $82.78 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,528 Shares 14,924 Est. Cost $84.65 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,475 Shares 2,792 Est. Cost $40.16 Unrealized +27.3%
EATON VANCE FLTING RATE INC 0.2%
Value ($000) $1,434 Shares 99,652 Est. Cost $14.00 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $1,429 Shares 1,981 Est. Cost $551.29 Unrealized +22.1%
RSPN INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,355 Shares 7,263 Est. Cost $186.56 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,336 Shares 4,533 Est. Cost $190.34 Unrealized +40.9%
ABNB AIRBNB INC 0.2%
Value ($000) $1,324 Shares 8,646 Est. Cost $156.89 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,322 Shares 23,586 Est. Cost $32.47 Unrealized +33.7%
ARKG ARK ETF TR 0.2%
Value ($000) $1,306 Shares 14,116 Est. Cost $92.52 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,291 Shares 5,732 Est. Cost $115.49 Unrealized
TRUP TRUPANION INC 0.2%
Value ($000) $1,266 Shares 11,000 Est. Cost $102.56 Unrealized -15.2%
AMGN AMGEN INC 0.2%
Value ($000) $1,176 Shares 4,824 Est. Cost $159.16 Unrealized +33.5%
NKE NIKE INC 0.2%
Value ($000) $1,171 Shares 7,582 Est. Cost $99.65 Unrealized +26.1%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,148 Shares 3,939 Est. Cost $104.82 Unrealized +151.4%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,084 Shares 16,082 Est. Cost $53.89 Unrealized +18.1%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,064 Shares 10,829 Est. Cost $76.24 Unrealized +16.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,045 Shares 10,546 Est. Cost $60.05 Unrealized +27.3%
FDX FEDEX CORP 0.1%
Value ($000) $1,042 Shares 3,493 Est. Cost $178.70 Unrealized +51.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,042 Shares 7,292 Est. Cost $56.12 Unrealized +117.7%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,028 Shares 4,532 Est. Cost $193.70 Unrealized
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $1,006 Shares 6,050 Est. Cost $116.34 Unrealized +39.3%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,005 Shares 5,837 Est. Cost $117.87 Unrealized +25.3%
INTC INTEL CORP 0.1%
Value ($000) $979 Shares 17,437 Est. Cost $37.57 Unrealized +42.6%
ECL ECOLAB INC 0.1%
Value ($000) $962 Shares 4,671 Est. Cost $180.31 Unrealized +14.4%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $960 Shares 3,346 Est. Cost $193.24 Unrealized
GUNR FLEXSHARES TR 0.1%
Value ($000) $936 Shares 24,435 Est. Cost $32.76 Unrealized
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $912 Shares 7,350 Est. Cost $92.35 Unrealized +15.3%
IWV ISHARES TR 0.1%
Value ($000) $905 Shares 3,538 Est. Cost $182.03 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $903 Shares 15,257 Est. Cost $33.75 Unrealized +68.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $902 Shares 3,905 Est. Cost $113.49 Unrealized +84.4%
HD HOME DEPOT INC 0.1%
Value ($000) $881 Shares 2,763 Est. Cost $165.04 Unrealized +72.0%
AON AON PLC 0.1%
Value ($000) $880 Shares 3,687 Est. Cost $178.56 Unrealized +32.3%
STERLING BANCORP DEL 0.1%
Value ($000) $872 Shares 35,158 Est. Cost $20.32 Unrealized
PGNY PROGYNY INC 0.1%
Value ($000) $866 Shares 14,675 Est. Cost $22.96 Unrealized +144.6%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $856 Shares 8,174 Est. Cost $86.38 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $827 Shares 3,422 Est. Cost $246.74 Unrealized -5.7%
C CITIGROUP INC 0.1%
Value ($000) $815 Shares 11,515 Est. Cost $47.11 Unrealized +33.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $814 Shares 15,352 Est. Cost $29.83 Unrealized +53.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $800 Shares 3,674 Est. Cost $114.37 Unrealized +85.2%
ORCL ORACLE CORP 0.1%
Value ($000) $794 Shares 10,205 Est. Cost $44.59 Unrealized +65.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $787 Shares 1,917 Est. Cost $293.86 Unrealized +25.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $782 Shares 1,335 Est. Cost $354.97 Unrealized +45.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $762 Shares 1,620 Est. Cost $367.49 Unrealized +17.0%
INTU INTUIT 0.1%
Value ($000) $758 Shares 1,547 Est. Cost $340.30 Unrealized +23.8%
PEP PEPSICO INC 0.1%
Value ($000) $755 Shares 5,093 Est. Cost $99.71 Unrealized +26.5%
ROST ROSS STORES INC 0.1%
Value ($000) $752 Shares 6,064 Est. Cost $100.49 Unrealized +17.8%
SHOP SHOPIFY INC 0.1%
Value ($000) $729 Shares 499 Est. Cost $84.27 Unrealized +46.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $724 Shares 1,830 Est. Cost $298.78 Unrealized +20.2%
MS MORGAN STANLEY 0.1%
Value ($000) $716 Shares 7,809 Est. Cost $44.09 Unrealized +67.2%
NFRA FLEXSHARES TR 0.1%
Value ($000) $715 Shares 12,437 Est. Cost $54.37 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $713 Shares 6,328 Est. Cost $60.53 Unrealized +56.5%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $705 Shares 322 Est. Cost $1774.47 Unrealized +29.4%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $699 Shares 2,566 Est. Cost $250.88 Unrealized +4.8%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $681 Shares 2,368 Est. Cost $222.81 Unrealized +17.0%
YETI YETI HLDGS INC 0.1%
Value ($000) $647 Shares 7,045 Est. Cost $59.19 Unrealized +46.7%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $646 Shares 2,655 Est. Cost $221.34 Unrealized +0.3%
GENERAL ELECTRIC CO 0.1%
Value ($000) $598 Shares 44,437 Est. Cost $6.89 Unrealized
UNILEVER PLC 0.1%
Value ($000) $597 Shares 10,205 Est. Cost $60.36 Unrealized
HDB HDFC BANK LTD 0.1%
Value ($000) $586 Shares 8,010 Est. Cost $60.54 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $568 Shares 10,499 Est. Cost $36.40 Unrealized +29.9%
POOL POOL CORP 0.1%
Value ($000) $567 Shares 1,237 Est. Cost $328.73 Unrealized +21.2%
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $559 Shares 3,217 Est. Cost $127.53 Unrealized +18.1%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $548 Shares 2,533 Est. Cost $180.91 Unrealized +8.1%
PFE PFIZER INC 0.1%
Value ($000) $548 Shares 13,983 Est. Cost $23.86 Unrealized +29.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $545 Shares 4,738 Est. Cost $89.51 Unrealized +20.8%
IYW ISHARES TR 0.1%
Value ($000) $542 Shares 5,455 Est. Cost $114.27 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $528 Shares 3,868 Est. Cost $83.76 Unrealized +66.0%
ACWI ISHARES TR 0.1%
Value ($000) $526 Shares 5,196 Est. Cost $59.24 Unrealized
QFIN 360 DIGITECH INC 0.1%
Value ($000) $526 Shares 12,560 Est. Cost $11.68 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $521 Shares 1,439 Est. Cost $250.11 Unrealized
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $521 Shares 9,767 Est. Cost $46.64 Unrealized +18.9%
BLACKROCK INC 0.1%
Value ($000) $515 Shares 588 Est. Cost $488.69 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $506 Shares 4,365 Est. Cost $79.16 Unrealized +35.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $504 Shares 325 Est. Cost $22.51 Unrealized +26.8%
WDAY WORKDAY INC 0.1%
Value ($000) $499 Shares 2,091 Est. Cost $217.65 Unrealized +10.5%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $491 Shares 2,812 Est. Cost $166.61 Unrealized +3.3%
ZTS ZOETIS INC 0.1%
Value ($000) $488 Shares 2,621 Est. Cost $155.43 Unrealized +7.1%
WMT WALMART INC 0.1%
Value ($000) $487 Shares 3,454 Est. Cost $32.02 Unrealized +36.8%
ELV ANTHEM INC 0.1%
Value ($000) $484 Shares 1,268 Est. Cost $257.16 Unrealized +39.4%
WAT WATERS CORP 0.1%
Value ($000) $483 Shares 1,398 Est. Cost $240.61 Unrealized +31.5%
IWF ISHARES TR 0.1%
Value ($000) $483 Shares 1,780 Est. Cost $135.77 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $476 Shares 1,936 Est. Cost $135.33 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $474 Shares 7,158 Est. Cost $44.05 Unrealized +44.8%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $470 Shares 4,542 Est. Cost $82.95 Unrealized +13.6%
SNAP SNAP INC 0.1%
Value ($000) $463 Shares 6,793 Est. Cost $42.50 Unrealized +41.2%
CMI CUMMINS INC 0.1%
Value ($000) $451 Shares 1,849 Est. Cost $165.25 Unrealized +38.2%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $444 Shares 1,532 Est. Cost $274.70 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $442 Shares 481 Est. Cost $256.58 Unrealized +9.3%
BL BLACKLINE INC 0.1%
Value ($000) $435 Shares 3,913 Est. Cost $111.58 Unrealized -2.1%
CGNX COGNEX CORP 0.1%
Value ($000) $431 Shares 5,126 Est. Cost $57.79 Unrealized +35.9%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $417 Shares 1,184 Est. Cost $229.61 Unrealized +50.7%
NOBL PROSHARES TR 0.1%
Value ($000) $411 Shares 4,532 Est. Cost $73.16 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $378 Shares 3,001 Est. Cost $88.95 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $378 Shares 1,649 Est. Cost $186.83 Unrealized +2.7%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $367 Shares 567 Est. Cost $467.82 Unrealized +11.4%
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $358 Shares 10,400 Est. Cost $34.42 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $354 Shares 2,091 Est. Cost $174.87 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value ($000) $350 Shares 3,831 Est. Cost $89.20 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $335 Shares 2,781 Est. Cost $73.30 Unrealized +68.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $327 Shares 1,489 Est. Cost $134.73 Unrealized +42.6%
ANSYS INC 0.0%
Value ($000) $326 Shares 939 Est. Cost $222.02 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $323 Shares 2,855 Est. Cost $95.50 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $306 Shares 1,472 Est. Cost $119.29 Unrealized +37.6%
FISV FISERV INC 0.0%
Value ($000) $297 Shares 2,781 Est. Cost $107.76 Unrealized +7.9%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $288 Shares 4,090 Est. Cost $54.04 Unrealized +19.9%
RBLX ROBLOX CORP 0.0%
Value ($000) $283 Shares 3,143 Est. Cost $80.30 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $282 Shares 706 Est. Cost $399.43 Unrealized
DISH NETWORK CORPORATION 0.0%
Value ($000) $281 Shares 6,716 Est. Cost $36.19 Unrealized
T AT&T INC 0.0%
Value ($000) $277 Shares 9,637 Est. Cost $15.53 Unrealized +9.4%
CRM SALESFORCE COM INC 0.0%
Value ($000) $271 Shares 1,109 Est. Cost $155.67 Unrealized +46.3%
FNV FRANCO NEV CORP 0.0%
Value ($000) $270 Shares 1,860 Est. Cost $130.41 Unrealized +6.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $267 Shares 1,344 Est. Cost $147.97 Unrealized +19.1%
SPT SPROUT SOCIAL INC 0.0%
Value ($000) $262 Shares 2,925 Est. Cost $69.32 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $251 Shares 1,038 Est. Cost $191.53 Unrealized 0.0%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $250 Shares 2,040 Est. Cost $114.17 Unrealized +8.2%
LOW LOWES COS INC 0.0%
Value ($000) $250 Shares 1,290 Est. Cost $140.30 Unrealized +27.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $234 Shares 1,889 Est. Cost $95.56 Unrealized +14.6%
W WAYFAIR INC 0.0%
Value ($000) $231 Shares 731 Est. Cost $296.10 Unrealized +5.8%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $220 Shares 1,359 Est. Cost $121.62 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $220 Shares 2,096 Est. Cost $78.21 Unrealized +11.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $216 Shares 2,296 Est. Cost $80.82 Unrealized 0.0%
SPDR S&P 500 ETF TR 0.0%
Value ($000) $214 Shares 500 Est. Cost $428.00 Unrealized
CMPR CIMPRESS PLC 0.0%
Value ($000) $209 Shares 1,925 Est. Cost $101.06 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $206 Shares 9,370 Est. Cost $21.99 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $203 Shares 1,797 Est. Cost $103.95 Unrealized 0.0%
XYZ SQUARE INC 0.0%
Value ($000) $203 Shares 832 Est. Cost $231.94 Unrealized 0.0%