McAdam, LLC Diversified Active

CIK: 0001695490 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 21, 2025

Total Value ($000): $1,616,071 (100.0% shares, 0.0% debt)

Holdings (345)

SCHX SCHWAB STRATEGIC TR 12.5%
Value ($000) $202,735 Shares 9,181,848 Est. Cost $33.84 Unrealized
FNDX SCHWAB STRATEGIC TR 11.8%
Value ($000) $190,901 Shares 8,085,589 Est. Cost $31.99 Unrealized
SCHG SCHWAB STRATEGIC TR 10.4%
Value ($000) $167,407 Shares 6,685,573 Est. Cost $39.37 Unrealized
SCHF SCHWAB STRATEGIC TR 7.9%
Value ($000) $128,417 Shares 6,492,281 Est. Cost $26.21 Unrealized
SCHZ SCHWAB STRATEGIC TR 3.8%
Value ($000) $61,466 Shares 2,653,953 Est. Cost $37.45 Unrealized
SCHC SCHWAB STRATEGIC TR 3.0%
Value ($000) $49,276 Shares 1,373,351 Est. Cost $34.25 Unrealized
VOE VANGUARD INDEX FDS 2.9%
Value ($000) $47,419 Shares 295,373 Est. Cost $140.75 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.8%
Value ($000) $46,011 Shares 265,607 Est. Cost $135.79 Unrealized
VOT VANGUARD INDEX FDS 2.7%
Value ($000) $44,311 Shares 181,127 Est. Cost $214.35 Unrealized
SCHE SCHWAB STRATEGIC TR 1.9%
Value ($000) $30,227 Shares 1,096,378 Est. Cost $25.94 Unrealized
SPTL SPDR SER TR 1.5%
Value ($000) $24,518 Shares 899,395 Est. Cost $31.10 Unrealized
VBR VANGUARD INDEX FDS 1.5%
Value ($000) $23,647 Shares 126,938 Est. Cost $168.74 Unrealized
IVV ISHARES TR 1.3%
Value ($000) $21,353 Shares 38,001 Est. Cost $413.18 Unrealized
VBK VANGUARD INDEX FDS 1.3%
Value ($000) $20,411 Shares 81,070 Est. Cost $241.63 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $18,623 Shares 395,896 Est. Cost $46.93 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $16,588 Shares 74,678 Est. Cost $137.01 Unrealized +68.4%
MDYG SPDR SER TR 0.9%
Value ($000) $15,340 Shares 193,055 Est. Cost $59.54 Unrealized
BSV VANGUARD BD INDEX FDS 0.9%
Value ($000) $14,060 Shares 179,616 Est. Cost $76.22 Unrealized
SPYV SPDR SER TR 0.8%
Value ($000) $13,731 Shares 268,873 Est. Cost $38.61 Unrealized
IWY ISHARES TR 0.8%
Value ($000) $12,598 Shares 59,723 Est. Cost $141.71 Unrealized
MDYV SPDR SER TR 0.7%
Value ($000) $11,985 Shares 155,544 Est. Cost $50.31 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $11,849 Shares 156,636 Est. Cost $66.98 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $11,745 Shares 52,966 Est. Cost $203.77 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $10,146 Shares 93,613 Est. Cost $99.08 Unrealized +27.9%
FDL FIRST TR MORNINGSTAR DIVID L 0.6%
Value ($000) $10,002 Shares 230,244 Est. Cost $40.79 Unrealized
SCHR SCHWAB STRATEGIC TR 0.5%
Value ($000) $8,827 Shares 355,075 Est. Cost $33.57 Unrealized
CORP PIMCO ETF TR 0.5%
Value ($000) $8,717 Shares 90,082 Est. Cost $87.60 Unrealized
FDEM FIDELITY COVINGTON TRUST 0.5%
Value ($000) $8,221 Shares 321,746 Est. Cost $25.55 Unrealized
CWB SPDR SER TR 0.5%
Value ($000) $8,197 Shares 106,988 Est. Cost $51.02 Unrealized
FNDE SCHWAB STRATEGIC TR 0.5%
Value ($000) $8,196 Shares 266,094 Est. Cost $22.42 Unrealized
PJUN INNOVATOR ETFS TRUST 0.5%
Value ($000) $7,565 Shares 204,395 Est. Cost $30.78 Unrealized
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $6,611 Shares 245,856 Est. Cost $40.78 Unrealized
TFI SPDR SER TR 0.4%
Value ($000) $6,422 Shares 142,491 Est. Cost $48.33 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $6,394 Shares 17,034 Est. Cost $280.15 Unrealized +44.6%
FNDA SCHWAB STRATEGIC TR 0.4%
Value ($000) $5,912 Shares 215,839 Est. Cost $28.75 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $5,475 Shares 487,953 Est. Cost $12.93 Unrealized
IMVP INVESCO INDIA EXCHANGE-TRADE 0.3%
Value ($000) $5,236 Shares 209,362 Est. Cost $24.17 Unrealized
PECO PHILLIPS EDISON & CO INC 0.3%
Value ($000) $5,233 Shares 143,413 Est. Cost $32.62 Unrealized
IWP ISHARES TR 0.3%
Value ($000) $5,183 Shares 44,116 Est. Cost $99.67 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $5,159 Shares 27,117 Est. Cost $119.87 Unrealized +81.0%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $5,152 Shares 19,923 Est. Cost $262.51 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $4,993 Shares 98,235 Est. Cost $45.51 Unrealized
ISCF ISHARES TR 0.3%
Value ($000) $4,896 Shares 145,361 Est. Cost $31.25 Unrealized
SLYV SPDR SER TR 0.3%
Value ($000) $4,716 Shares 60,154 Est. Cost $67.00 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $4,696 Shares 44,910 Est. Cost $116.71 Unrealized
IWS ISHARES TR 0.3%
Value ($000) $4,646 Shares 36,884 Est. Cost $95.24 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $4,546 Shares 43,115 Est. Cost $93.66 Unrealized
AGZD WISDOMTREE TR 0.3%
Value ($000) $4,541 Shares 203,166 Est. Cost $30.01 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $4,477 Shares 194,325 Est. Cost $23.58 Unrealized
SLYG SPDR SER TR 0.3%
Value ($000) $4,356 Shares 52,484 Est. Cost $73.45 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $4,353 Shares 44,009 Est. Cost $101.89 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $4,334 Shares 209,357 Est. Cost $21.84 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $4,269 Shares 94,315 Est. Cost $41.91 Unrealized
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $4,250 Shares 85,660 Est. Cost $50.77 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $4,115 Shares 147,173 Est. Cost $38.79 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $3,853 Shares 6,888 Est. Cost $449.70 Unrealized
RVNU DBX ETF TR 0.2%
Value ($000) $3,838 Shares 155,834 Est. Cost $26.63 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $3,813 Shares 38,128 Est. Cost $106.34 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $3,785 Shares 10,482 Est. Cost $244.15 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $3,721 Shares 33,805 Est. Cost $77.86 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $3,705 Shares 46,965 Est. Cost $68.64 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $3,704 Shares 7,207 Est. Cost $408.39 Unrealized
EMXC ISHARES INC 0.2%
Value ($000) $3,439 Shares 62,420 Est. Cost $60.75 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $3,299 Shares 15,746 Est. Cost $98.38 Unrealized +92.5%
DIVO AMPLIFY ETF TR 0.2%
Value ($000) $3,220 Shares 78,977 Est. Cost $36.09 Unrealized
PJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $3,220 Shares 80,110 Est. Cost $31.77 Unrealized
SGOV ISHARES TR 0.2%
Value ($000) $3,211 Shares 31,901 Est. Cost $100.63 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $3,202 Shares 5,556 Est. Cost $350.95 Unrealized +83.3%
SWAN AMPLIFY ETF TR 0.2%
Value ($000) $3,161 Shares 110,107 Est. Cost $31.51 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $3,107 Shares 11,471 Est. Cost $195.07 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,953 Shares 26,353 Est. Cost $70.88 Unrealized +41.8%
VGT VANGUARD WORLD FD 0.2%
Value ($000) $2,905 Shares 5,357 Est. Cost $377.11 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $2,881 Shares 16,679 Est. Cost $140.96 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $2,777 Shares 33,979 Est. Cost $60.73 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $2,701 Shares 29,675 Est. Cost $93.21 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $2,688 Shares 3,255 Est. Cost $551.07 Unrealized +50.0%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,651 Shares 101,189 Est. Cost $33.03 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $2,629 Shares 9,564 Est. Cost $163.77 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,618 Shares 4,915 Est. Cost $348.51 Unrealized +39.5%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $2,588 Shares 10,069 Est. Cost $188.58 Unrealized
SHM SPDR SER TR 0.2%
Value ($000) $2,571 Shares 54,014 Est. Cost $39.48 Unrealized
YLD PRINCIPAL EXCHANGE TRADED FD 0.2%
Value ($000) $2,437 Shares 127,910 Est. Cost $19.32 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2,341 Shares 50,863 Est. Cost $56.60 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $2,295 Shares 6,190 Est. Cost $258.60 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,147 Shares 18,053 Est. Cost $83.51 Unrealized +28.4%
TSLA TESLA INC 0.1%
Value ($000) $2,016 Shares 7,780 Est. Cost $216.88 Unrealized +53.7%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,008 Shares 85,706 Est. Cost $36.61 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $1,984 Shares 50,402 Est. Cost $34.56 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $1,927 Shares 60,291 Est. Cost $31.14 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $1,897 Shares 42,870 Est. Cost $39.51 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $1,888 Shares 17,699 Est. Cost $92.64 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $1,880 Shares 73,621 Est. Cost $25.68 Unrealized
QUS SPDR SER TR 0.1%
Value ($000) $1,850 Shares 11,809 Est. Cost $70.15 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1,813 Shares 96,962 Est. Cost $18.77 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,784 Shares 59,955 Est. Cost $41.07 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,758 Shares 6,534 Est. Cost $100.50 Unrealized +191.0%
GOOG ALPHABET INC 0.1%
Value ($000) $1,753 Shares 11,220 Est. Cost $128.23 Unrealized +42.3%
IWO ISHARES TR 0.1%
Value ($000) $1,740 Shares 6,808 Est. Cost $239.55 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1,733 Shares 11,205 Est. Cost $119.48 Unrealized +51.2%
MRK MERCK & CO INC 0.1%
Value ($000) $1,667 Shares 18,576 Est. Cost $95.57 Unrealized -5.7%
SUB ISHARES TR 0.1%
Value ($000) $1,594 Shares 15,095 Est. Cost $104.69 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,571 Shares 3,350 Est. Cost $357.24 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $1,513 Shares 10,021 Est. Cost $145.83 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,504 Shares 1,613 Est. Cost $40.70 Unrealized +133.7%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $1,483 Shares 79,786 Est. Cost $12.64 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $1,449 Shares 18,027 Est. Cost $63.81 Unrealized
MFDX PIMCO EQUITY SER 0.1%
Value ($000) $1,415 Shares 44,259 Est. Cost $29.54 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $1,412 Shares 27,389 Est. Cost $52.16 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,385 Shares 3,780 Est. Cost $293.73 Unrealized +29.6%
V VISA INC 0.1%
Value ($000) $1,313 Shares 3,746 Est. Cost $238.95 Unrealized +40.7%
IWD ISHARES TR 0.1%
Value ($000) $1,302 Shares 6,920 Est. Cost $152.95 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,270 Shares 8,719 Est. Cost $163.75 Unrealized -11.4%
HYMB SPDR SER TR 0.1%
Value ($000) $1,264 Shares 50,121 Est. Cost $35.73 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,259 Shares 8,626 Est. Cost $132.37 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $1,235 Shares 7,378 Est. Cost $166.93 Unrealized +25.7%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,210 Shares 4,934 Est. Cost $156.65 Unrealized +60.2%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,190 Shares 6,983 Est. Cost $142.98 Unrealized +14.7%
HYZD WISDOMTREE TR 0.1%
Value ($000) $1,185 Shares 54,140 Est. Cost $14.38 Unrealized
MLN VANECK ETF TRUST 0.1%
Value ($000) $1,180 Shares 67,841 Est. Cost $18.01 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,157 Shares 6,976 Est. Cost $134.91 Unrealized +13.0%
ORCL ORACLE CORP 0.1%
Value ($000) $1,107 Shares 7,916 Est. Cost $103.14 Unrealized +56.6%
DWX SPDR INDEX SHS FDS 0.1%
Value ($000) $1,105 Shares 28,815 Est. Cost $35.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,085 Shares 31,774 Est. Cost $26.68 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,058 Shares 58,592 Est. Cost $10.75 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $1,032 Shares 22,610 Est. Cost $45.25 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,026 Shares 12,159 Est. Cost $53.63 Unrealized +63.7%
T AT&T INC 0.1%
Value ($000) $1,021 Shares 36,118 Est. Cost $17.23 Unrealized +41.4%
KO COCA COLA CO 0.1%
Value ($000) $1,008 Shares 14,074 Est. Cost $52.49 Unrealized +23.8%
XYLD GLOBAL X FDS 0.1%
Value ($000) $994 Shares 25,178 Est. Cost $38.96 Unrealized
QEFA SPDR INDEX SHS FDS 0.1%
Value ($000) $982 Shares 12,431 Est. Cost $72.83 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $981 Shares 18,178 Est. Cost $52.26 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $963 Shares 3,948 Est. Cost $150.24 Unrealized +48.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $954 Shares 10,205 Est. Cost $81.74 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $953 Shares 39,611 Est. Cost $24.18 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $908 Shares 7,458 Est. Cost $67.68 Unrealized +77.4%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $877 Shares 21,327 Est. Cost $42.25 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $840 Shares 4,088 Est. Cost $162.33 Unrealized +21.8%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $832 Shares 34,585 Est. Cost $24.06 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $828 Shares 4,270 Est. Cost $154.31 Unrealized
WMT WALMART INC 0.1%
Value ($000) $814 Shares 9,273 Est. Cost $58.15 Unrealized +59.8%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $795 Shares 8,572 Est. Cost $92.59 Unrealized
BOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $787 Shares 18,733 Est. Cost $40.47 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $771 Shares 815 Est. Cost $687.11 Unrealized +41.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $763 Shares 9,347 Est. Cost $74.78 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $753 Shares 4,743 Est. Cost $120.69 Unrealized +13.5%
SCZ ISHARES TR 0.0%
Value ($000) $735 Shares 11,574 Est. Cost $51.70 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $733 Shares 9,982 Est. Cost $76.33 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $724 Shares 2,319 Est. Cost $213.02 Unrealized +37.5%
GLD SPDR GOLD TR 0.0%
Value ($000) $715 Shares 6,807 Est. Cost $164.13 Unrealized
PSK SPDR SER TR 0.0%
Value ($000) $712 Shares 21,997 Est. Cost $34.76 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $709 Shares 15,626 Est. Cost $39.73 Unrealized -0.4%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $708 Shares 1,292 Est. Cost $423.97 Unrealized +27.8%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $707 Shares 8,970 Est. Cost $68.91 Unrealized
MMM 3M CO 0.0%
Value ($000) $693 Shares 4,722 Est. Cost $100.77 Unrealized +43.5%
IWL ISHARES TR 0.0%
Value ($000) $680 Shares 4,952 Est. Cost $116.60 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $658 Shares 16,250 Est. Cost $38.01 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $656 Shares 93,076 Est. Cost $5.44 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $650 Shares 4,909 Est. Cost $98.00 Unrealized +27.3%
PFF ISHARES TR 0.0%
Value ($000) $650 Shares 21,148 Est. Cost $31.19 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $640 Shares 1,432 Est. Cost $478.67 Unrealized -6.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $639 Shares 2,572 Est. Cost $110.20 Unrealized +117.3%
MNDY MONDAY COM LTD 0.0%
Value ($000) $638 Shares 2,623 Est. Cost $217.87 Unrealized +21.3%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $636 Shares 3,803 Est. Cost $147.36 Unrealized +2.1%
QYLD GLOBAL X FDS 0.0%
Value ($000) $633 Shares 38,039 Est. Cost $17.54 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $614 Shares 11,925 Est. Cost $50.54 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $608 Shares 1,843 Est. Cost $350.47 Unrealized +0.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $608 Shares 8,467 Est. Cost $50.39 Unrealized +46.3%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $605 Shares 3,540 Est. Cost $148.10 Unrealized
HYD VANECK ETF TRUST 0.0%
Value ($000) $600 Shares 11,729 Est. Cost $52.32 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $590 Shares 6,011 Est. Cost $79.33 Unrealized +27.3%
TRMB TRIMBLE INC 0.0%
Value ($000) $588 Shares 8,955 Est. Cost $53.14 Unrealized +35.3%
SOXX ISHARES TR 0.0%
Value ($000) $587 Shares 3,118 Est. Cost $264.39 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $585 Shares 6,539 Est. Cost $63.99 Unrealized +44.9%
SUSA ISHARES TR 0.0%
Value ($000) $581 Shares 5,059 Est. Cost $99.33 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $577 Shares 6,294 Est. Cost $91.55 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $577 Shares 9,709 Est. Cost $58.87 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $563 Shares 26,153 Est. Cost $35.07 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $553 Shares 7,223 Est. Cost $75.83 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $551 Shares 1,802 Est. Cost $223.82 Unrealized +32.0%
QUAL ISHARES TR 0.0%
Value ($000) $549 Shares 3,212 Est. Cost $168.89 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $548 Shares 5,038 Est. Cost $108.19 Unrealized
PAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $542 Shares 14,358 Est. Cost $37.86 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $536 Shares 2,716 Est. Cost $110.82 Unrealized
BA BOEING CO 0.0%
Value ($000) $534 Shares 3,129 Est. Cost $174.74 Unrealized -0.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $533 Shares 4,842 Est. Cost $104.44 Unrealized +7.9%
BNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $530 Shares 13,877 Est. Cost $32.44 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $528 Shares 1,007 Est. Cost $510.75 Unrealized -2.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $525 Shares 2,541 Est. Cost $178.98 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $514 Shares 1,940 Est. Cost $285.33 Unrealized +20.8%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $506 Shares 3,923 Est. Cost $107.72 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $505 Shares 1,500 Est. Cost $359.02 Unrealized 0.0%
LQDH ISHARES U S ETF TR 0.0%
Value ($000) $498 Shares 5,395 Est. Cost $92.53 Unrealized
AIA ISHARES TR 0.0%
Value ($000) $488 Shares 6,748 Est. Cost $71.20 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $483 Shares 11,573 Est. Cost $29.77 Unrealized +46.6%
ULST SSGA ACTIVE ETF TR 0.0%
Value ($000) $477 Shares 11,740 Est. Cost $40.52 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $476 Shares 7,707 Est. Cost $50.74 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $474 Shares 12,832 Est. Cost $38.81 Unrealized -9.7%
CI THE CIGNA GROUP 0.0%
Value ($000) $460 Shares 1,399 Est. Cost $283.59 Unrealized +4.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $459 Shares 4,653 Est. Cost $110.66 Unrealized -3.9%
ESGD ISHARES TR 0.0%
Value ($000) $457 Shares 5,593 Est. Cost $77.25 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $454 Shares 7,357 Est. Cost $45.99 Unrealized +30.7%
NULG NUSHARES ETF TR 0.0%
Value ($000) $453 Shares 5,786 Est. Cost $73.12 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $450 Shares 3,000 Est. Cost $156.14 Unrealized -8.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $450 Shares 4,283 Est. Cost $102.20 Unrealized -5.3%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $444 Shares 113,350 Est. Cost $6.08 Unrealized -18.1%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $443 Shares 7,545 Est. Cost $58.41 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $433 Shares 7,346 Est. Cost $36.85 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $432 Shares 2,147 Est. Cost $92.36 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $427 Shares 8,251 Est. Cost $55.45 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $423 Shares 5,806 Est. Cost $71.41 Unrealized +0.9%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $423 Shares 1,368 Est. Cost $275.60 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $422 Shares 1,351 Est. Cost $318.19 Unrealized +9.8%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $415 Shares 3,592 Est. Cost $115.84 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $409 Shares 3,680 Est. Cost $109.20 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $408 Shares 2,040 Est. Cost $95.77 Unrealized +104.4%
HCRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $406 Shares 11,549 Est. Cost $35.13 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $402 Shares 3,937 Est. Cost $102.17 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $399 Shares 1,675 Est. Cost $170.03 Unrealized +58.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $395 Shares 6,918 Est. Cost $56.72 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $392 Shares 1,682 Est. Cost $170.21 Unrealized +42.2%
DOW DOW INC 0.0%
Value ($000) $387 Shares 11,086 Est. Cost $38.27 Unrealized -6.0%
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $387 Shares 7,910 Est. Cost $57.58 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $382 Shares 9,055 Est. Cost $38.12 Unrealized +15.9%
GL GLOBE LIFE INC 0.0%
Value ($000) $380 Shares 2,883 Est. Cost $109.50 Unrealized +11.0%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $379 Shares 2,564 Est. Cost $72.27 Unrealized +90.5%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $378 Shares 5,122 Est. Cost $78.64 Unrealized +1.3%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $369 Shares 1,280 Est. Cost $301.83 Unrealized +5.2%
IMCG ISHARES TR 0.0%
Value ($000) $368 Shares 5,148 Est. Cost $59.61 Unrealized
XCEM COLUMBIA ETF TR II 0.0%
Value ($000) $367 Shares 12,423 Est. Cost $29.59 Unrealized
EMHY ISHARES INC 0.0%
Value ($000) $364 Shares 9,513 Est. Cost $35.87 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $359 Shares 584 Est. Cost $317.91 Unrealized +78.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $359 Shares 5,069 Est. Cost $67.08 Unrealized +2.4%
FNV FRANCO NEV CORP 0.0%
Value ($000) $359 Shares 2,279 Est. Cost $86.52 Unrealized +61.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $355 Shares 3,454 Est. Cost $139.06 Unrealized -20.0%
SMLV SPDR SER TR 0.0%
Value ($000) $348 Shares 2,831 Est. Cost $114.07 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $348 Shares 12,917 Est. Cost $34.60 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $347 Shares 1,038 Est. Cost $366.15 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $347 Shares 4,478 Est. Cost $102.44 Unrealized -1.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $345 Shares 2,243 Est. Cost $153.84 Unrealized +3.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $343 Shares 1,482 Est. Cost $168.52 Unrealized +29.6%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $342 Shares 9,383 Est. Cost $33.94 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $341 Shares 8,027 Est. Cost $41.71 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $341 Shares 7,280 Est. Cost $51.93 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $340 Shares 4,642 Est. Cost $58.15 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $338 Shares 5,538 Est. Cost $47.75 Unrealized +16.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $338 Shares 618 Est. Cost $510.68 Unrealized +15.7%
ICVT ISHARES TR 0.0%
Value ($000) $337 Shares 4,035 Est. Cost $82.91 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $332 Shares 670 Est. Cost $486.06 Unrealized +13.8%
PFE PFIZER INC 0.0%
Value ($000) $329 Shares 12,968 Est. Cost $31.72 Unrealized -22.1%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $329 Shares 3,406 Est. Cost $75.28 Unrealized
POCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $323 Shares 8,317 Est. Cost $32.59 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $322 Shares 1,615 Est. Cost $186.12 Unrealized
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value ($000) $322 Shares 9,376 Est. Cost $31.85 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $319 Shares 2,403 Est. Cost $101.72 Unrealized +23.4%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $317 Shares 1,198 Est. Cost $244.25 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value ($000) $315 Shares 14,000 Est. Cost $21.40 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $314 Shares 4,427 Est. Cost $61.88 Unrealized +20.5%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $311 Shares 4,326 Est. Cost $80.55 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $304 Shares 8,495 Est. Cost $34.11 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $299 Shares 3,304 Est. Cost $89.85 Unrealized
ONEY SPDR SER TR 0.0%
Value ($000) $299 Shares 2,737 Est. Cost $108.47 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $297 Shares 373 Est. Cost $202.58 Unrealized -4.9%
IGSB ISHARES TR 0.0%
Value ($000) $295 Shares 5,642 Est. Cost $50.73 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $292 Shares 7,629 Est. Cost $46.60 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $291 Shares 1,690 Est. Cost $135.00 Unrealized +20.1%
IWB ISHARES TR 0.0%
Value ($000) $291 Shares 948 Est. Cost $271.39 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $288 Shares 5,780 Est. Cost $49.81 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $286 Shares 2,443 Est. Cost $82.85 Unrealized +61.7%
IUSB ISHARES TR 0.0%
Value ($000) $283 Shares 6,148 Est. Cost $45.80 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $283 Shares 2,558 Est. Cost $84.78 Unrealized +12.3%
SPIP SPDR SER TR 0.0%
Value ($000) $281 Shares 10,652 Est. Cost $26.40 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $281 Shares 10,244 Est. Cost $28.97 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $279 Shares 1,263 Est. Cost $148.21 Unrealized +47.7%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $278 Shares 8,437 Est. Cost $25.48 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $277 Shares 3,064 Est. Cost $83.70 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $274 Shares 1,105 Est. Cost $11.68 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $270 Shares 865 Est. Cost $259.50 Unrealized +10.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $267 Shares 58 Est. Cost $3961.03 Unrealized +19.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $266 Shares 2,684 Est. Cost $75.30 Unrealized +26.1%
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $265 Shares 10,713 Est. Cost $24.26 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $264 Shares 4,474 Est. Cost $52.47 Unrealized
NKE NIKE INC 0.0%
Value ($000) $259 Shares 4,080 Est. Cost $85.49 Unrealized -15.7%
AXSM AXSOME THERAPEUTICS INC 0.0%
Value ($000) $256 Shares 2,194 Est. Cost $113.93 Unrealized 0.0%
REZ ISHARES TR 0.0%
Value ($000) $254 Shares 2,943 Est. Cost $71.03 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $253 Shares 3,114 Est. Cost $116.60 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $250 Shares 3,688 Est. Cost $66.52 Unrealized -10.2%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $250 Shares 1,686 Est. Cost $97.64 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $250 Shares 516 Est. Cost $267.56 Unrealized +74.2%
BX BLACKSTONE INC 0.0%
Value ($000) $246 Shares 1,762 Est. Cost $135.97 Unrealized +16.3%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $245 Shares 2,955 Est. Cost $81.07 Unrealized -0.5%
DLS WISDOMTREE TR 0.0%
Value ($000) $244 Shares 3,702 Est. Cost $65.35 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $242 Shares 891 Est. Cost $346.72 Unrealized -11.0%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $241 Shares 20,812 Est. Cost $11.60 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $240 Shares 5,694 Est. Cost $43.37 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $239 Shares 1,824 Est. Cost $124.12 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $237 Shares 618 Est. Cost $493.13 Unrealized -13.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $237 Shares 2,893 Est. Cost $81.77 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $236 Shares 2,545 Est. Cost $39.58 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $236 Shares 10,372 Est. Cost $21.88 Unrealized 0.0%
CART MAPLEBEAR INC 0.0%
Value ($000) $235 Shares 5,883 Est. Cost $44.42 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $234 Shares 628 Est. Cost $287.54 Unrealized +31.1%
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $233 Shares 6,248 Est. Cost $37.87 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $230 Shares 2,281 Est. Cost $79.32 Unrealized +26.9%
IJH ISHARES TR 0.0%
Value ($000) $230 Shares 3,941 Est. Cost $58.35 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $229 Shares 1,116 Est. Cost $218.15 Unrealized +6.9%
CB CHUBB LIMITED 0.0%
Value ($000) $228 Shares 756 Est. Cost $274.00 Unrealized +0.8%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $227 Shares 1,266 Est. Cost $193.01 Unrealized -5.6%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $227 Shares 3,479 Est. Cost $77.71 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $223 Shares 2,537 Est. Cost $80.74 Unrealized +34.1%
XME SPDR SER TR 0.0%
Value ($000) $222 Shares 3,968 Est. Cost $53.25 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $222 Shares 3,695 Est. Cost $48.82 Unrealized +4.5%
NUMV NUSHARES ETF TR 0.0%
Value ($000) $221 Shares 6,448 Est. Cost $34.21 Unrealized
NUSC NUSHARES ETF TR 0.0%
Value ($000) $219 Shares 5,723 Est. Cost $41.33 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $217 Shares 1,528 Est. Cost $129.79 Unrealized 0.0%
USMV ISHARES TR 0.0%
Value ($000) $214 Shares 2,284 Est. Cost $93.64 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $214 Shares 881 Est. Cost $219.85 Unrealized +5.5%
PSX PHILLIPS 66 0.0%
Value ($000) $212 Shares 1,720 Est. Cost $119.26 Unrealized 0.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $212 Shares 6,182 Est. Cost $32.18 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $211 Shares 1,235 Est. Cost $184.92 Unrealized 0.0%
BLK BLACKROCK INC 0.0%
Value ($000) $210 Shares 222 Est. Cost $991.05 Unrealized -2.9%
O REALTY INCOME CORP 0.0%
Value ($000) $209 Shares 3,611 Est. Cost $52.58 Unrealized 0.0%
SPTI SPDR SER TR 0.0%
Value ($000) $208 Shares 7,274 Est. Cost $28.51 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $207 Shares 784 Est. Cost $245.41 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $204 Shares 579 Est. Cost $381.06 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $204 Shares 3,191 Est. Cost $56.88 Unrealized 0.0%
JULT AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $204 Shares 5,321 Est. Cost $38.69 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $201 Shares 1,852 Est. Cost $94.57 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $201 Shares 748 Est. Cost $288.86 Unrealized +7.0%
IUSV ISHARES TR 0.0%
Value ($000) $200 Shares 2,168 Est. Cost $90.40 Unrealized
STIM NEURONETICS INC 0.0%
Value ($000) $187 Shares 50,791 Est. Cost $3.65 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $130 Shares 12,931 Est. Cost $9.24 Unrealized 0.0%
TIDAL TR II 0.0%
Value ($000) $117 Shares 15,252 Est. Cost $12.03 Unrealized
KOPN KOPIN CORP 0.0%
Value ($000) $112 Shares 120,051 Est. Cost $1.09 Unrealized +34.5%
NOTV INOTIV INC 0.0%
Value ($000) $63 Shares 28,633 Est. Cost $3.67 Unrealized 0.0%
TKNO ALPHA TEKNOVA INC 0.0%
Value ($000) $60 Shares 11,484 Est. Cost $7.39 Unrealized 0.0%
KOPN KOPIN CORP 0.0%
Value ($000) $52 Shares 150,000 Est. Cost $1.09 Unrealized +34.5%
TALK TALKSPACE INC 0.0%
Value ($000) $44 Shares 17,178 Est. Cost $3.12 Unrealized 0.0%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $40 Shares 27,294 Est. Cost $2.38 Unrealized 0.0%
MRVI MARAVAI LIFESCIENCES HLDGS I 0.0%
Value ($000) $31 Shares 13,817 Est. Cost $3.95 Unrealized 0.0%
REI RING ENERGY INC 0.0%
Value ($000) $24 Shares 20,692 Est. Cost $1.49 Unrealized -12.3%
CMTL COMTECH TELECOMMUNICATIONS C 0.0%
Value ($000) $21 Shares 13,300 Est. Cost $2.29 Unrealized 0.0%
IAUX I-80 GOLD CORP 0.0%
Value ($000) $17 Shares 29,382 Est. Cost $0.93 Unrealized -30.5%
SES SES AI CORPORATION 0.0%
Value ($000) $7 Shares 13,938 Est. Cost $0.92 Unrealized 0.0%
BLK BLACKROCK INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $991.05 Unrealized -2.9%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $216.88 Unrealized +53.7%