GeoWealth Management, LLC Diversified Active

CIK: 0001593387 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $641,205 (100.0% shares, 0.0% debt)

Holdings (204)

TDSC EXCHANGE LISTED FDS TR 13.7%
Value ($000) $87,857 Shares 3,485,079 Est. Cost $24.78 Unrealized
EXCHANGE LISTED FDS TR 6.2%
Value ($000) $39,636 Shares 1,536,043 Est. Cost $25.27 Unrealized
TDSB EXCHANGE LISTED FDS TR 5.0%
Value ($000) $31,747 Shares 1,293,254 Est. Cost $24.41 Unrealized
EXCHANGE LISTED FDS TR 4.1%
Value ($000) $26,114 Shares 986,221 Est. Cost $25.79 Unrealized
BOND PIMCO ETF TR 3.8%
Value ($000) $24,262 Shares 221,675 Est. Cost $111.13 Unrealized
GSLC GOLDMAN SACHS ETF TR 2.2%
Value ($000) $14,210 Shares 179,605 Est. Cost $75.67 Unrealized
DVY ISHARES TR 2.0%
Value ($000) $13,101 Shares 114,822 Est. Cost $114.10 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.0%
Value ($000) $12,640 Shares 135,860 Est. Cost $96.14 Unrealized
JPIN JP MORGAN EXCHANGE TRADED FD 2.0%
Value ($000) $12,619 Shares 206,796 Est. Cost $52.88 Unrealized
JPME JP MORGAN EXCHANGE TRADED FD 1.8%
Value ($000) $11,854 Shares 143,157 Est. Cost $66.74 Unrealized
LQD ISHARES TR 1.7%
Value ($000) $10,630 Shares 81,715 Est. Cost $133.24 Unrealized
XLV SELECT SECTOR SPDR TR 1.7%
Value ($000) $10,603 Shares 90,809 Est. Cost $107.51 Unrealized
XLY SELECT SECTOR SPDR TR 1.6%
Value ($000) $10,006 Shares 59,523 Est. Cost $155.29 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $9,336 Shares 23,564 Est. Cost $341.62 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $8,942 Shares 33,126 Est. Cost $230.12 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $8,816 Shares 145,285 Est. Cost $51.88 Unrealized
GSSC GOLDMAN SACHS ETF TR 1.4%
Value ($000) $8,815 Shares 141,380 Est. Cost $42.13 Unrealized
XLK SELECT SECTOR SPDR TR 1.4%
Value ($000) $8,777 Shares 66,086 Est. Cost $118.62 Unrealized
PDBC INVESCO ACTIVELY MANAGD ETF 1.4%
Value ($000) $8,776 Shares 509,109 Est. Cost $16.62 Unrealized
XLSR SSGA ACTIVE TR 1.1%
Value ($000) $7,274 Shares 177,503 Est. Cost $36.25 Unrealized
XLF SELECT SECTOR SPDR TR 1.1%
Value ($000) $7,172 Shares 210,662 Est. Cost $27.60 Unrealized
IEMG ISHARES TR 1.1%
Value ($000) $6,904 Shares 107,260 Est. Cost $58.86 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $6,901 Shares 21,617 Est. Cost $273.25 Unrealized
SPYM SPDR SERIES TRUST 1.1%
Value ($000) $6,799 Shares 145,869 Est. Cost $38.93 Unrealized
BND VANGUARD BD INDEX FDS 1.1%
Value ($000) $6,793 Shares 80,181 Est. Cost $88.03 Unrealized
IGSB ISHARES TR 1.1%
Value ($000) $6,769 Shares 123,800 Est. Cost $53.90 Unrealized
XLI SELECT SECTOR SPDR TR 1.1%
Value ($000) $6,733 Shares 68,388 Est. Cost $79.79 Unrealized
SPSB SPDR SER TR 1.0%
Value ($000) $6,414 Shares 204,834 Est. Cost $31.36 Unrealized
SPDW SPDR INDEX SHS FDS 1.0%
Value ($000) $6,172 Shares 174,488 Est. Cost $29.77 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $6,122 Shares 15,390 Est. Cost $377.12 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $6,080 Shares 42,909 Est. Cost $117.20 Unrealized
XLC SELECT SECTOR SPDR TR 0.9%
Value ($000) $5,920 Shares 80,744 Est. Cost $61.51 Unrealized
SPTM SPDR SERIES TRUST 0.9%
Value ($000) $5,876 Shares 119,435 Est. Cost $46.10 Unrealized
GEM GOLDMAN SACHS ETF TR 0.8%
Value ($000) $5,315 Shares 134,666 Est. Cost $32.92 Unrealized
SPEM SPDR INDEX SHS FDS 0.8%
Value ($000) $5,248 Shares 119,833 Est. Cost $35.59 Unrealized
JPUS JP MORGAN EXCHANGE TRADED FD 0.8%
Value ($000) $4,947 Shares 54,182 Est. Cost $73.52 Unrealized
BSV VANGUARD BD INDEX FD INC 0.8%
Value ($000) $4,877 Shares 59,322 Est. Cost $83.04 Unrealized
EXCHANGE LISTED FDS TR 0.7%
Value ($000) $4,548 Shares 185,868 Est. Cost $24.22 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $4,482 Shares 237,373 Est. Cost $18.91 Unrealized
IVOL KRANESHARES TR 0.7%
Value ($000) $4,440 Shares 155,354 Est. Cost $28.58 Unrealized
IYG ISHARES TR 0.7%
Value ($000) $4,427 Shares 25,844 Est. Cost $154.98 Unrealized
SDY SPDR SERIES TRUST 0.7%
Value ($000) $4,330 Shares 36,678 Est. Cost $108.49 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $4,262 Shares 89,010 Est. Cost $47.67 Unrealized
FDHY FIDELITY COVINGTON TR 0.6%
Value ($000) $4,154 Shares 75,323 Est. Cost $53.09 Unrealized
AAXJ ISHARES TR 0.6%
Value ($000) $4,141 Shares 44,698 Est. Cost $81.09 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $4,120 Shares 49,934 Est. Cost $83.24 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.6%
Value ($000) $3,821 Shares 40,847 Est. Cost $82.40 Unrealized
HYG ISHARES TR 0.6%
Value ($000) $3,797 Shares 43,551 Est. Cost $85.43 Unrealized
IYR ISHARES TR 0.6%
Value ($000) $3,701 Shares 40,217 Est. Cost $85.66 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $3,614 Shares 44,279 Est. Cost $73.07 Unrealized
SPAB SPDR SER TR 0.5%
Value ($000) $3,515 Shares 118,543 Est. Cost $30.72 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $3,382 Shares 225,521 Est. Cost $14.85 Unrealized
HYS PIMCO ETF TR 0.5%
Value ($000) $3,331 Shares 33,576 Est. Cost $96.99 Unrealized
SPSM SPDR SERIES TRUST 0.5%
Value ($000) $3,187 Shares 75,432 Est. Cost $34.02 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $3,013 Shares 59,032 Est. Cost $51.67 Unrealized
XSOE WISDOMTREE TR 0.5%
Value ($000) $2,913 Shares 71,573 Est. Cost $39.71 Unrealized
IEI ISHARES TR 0.4%
Value ($000) $2,823 Shares 21,736 Est. Cost $133.68 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $2,659 Shares 12,034 Est. Cost $161.77 Unrealized
VSDA VICTORY PORTFOLIOS II 0.4%
Value ($000) $2,571 Shares 61,941 Est. Cost $35.72 Unrealized
BBAG J P MORGAN EXCHANGE-TRADED F 0.4%
Value ($000) $2,397 Shares 89,363 Est. Cost $26.82 Unrealized
FISR SSGA ACTIVE TR 0.4%
Value ($000) $2,385 Shares 77,704 Est. Cost $31.84 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,266 Shares 46,177 Est. Cost $40.70 Unrealized
INDEXIQ ETF TR 0.4%
Value ($000) $2,252 Shares 90,247 Est. Cost $24.81 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,236 Shares 32,703 Est. Cost $62.31 Unrealized
TLT ISHARES TR 0.3%
Value ($000) $1,968 Shares 14,540 Est. Cost $157.98 Unrealized
IGIB ISHARES TR 0.3%
Value ($000) $1,958 Shares 33,046 Est. Cost $58.13 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $1,881 Shares 15,392 Est. Cost $82.46 Unrealized +51.7%
VOX VANGUARD WORLD FDS 0.3%
Value ($000) $1,855 Shares 14,265 Est. Cost $104.09 Unrealized
IYW ISHARES TR 0.3%
Value ($000) $1,804 Shares 20,567 Est. Cost $85.08 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,750 Shares 80,874 Est. Cost $21.74 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $1,719 Shares 12,743 Est. Cost $118.99 Unrealized
MBB ISHARES TR 0.3%
Value ($000) $1,616 Shares 14,891 Est. Cost $109.76 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,524 Shares 66,894 Est. Cost $19.63 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $1,480 Shares 28,057 Est. Cost $52.28 Unrealized
JNK SPDR SERIES TRUST 0.2%
Value ($000) $1,409 Shares 12,955 Est. Cost $105.70 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,400 Shares 20,828 Est. Cost $70.14 Unrealized
SPMD SPDR SERIES TRUST 0.2%
Value ($000) $1,358 Shares 29,630 Est. Cost $32.22 Unrealized
IEUR ISHARES TR 0.2%
Value ($000) $1,307 Shares 24,198 Est. Cost $51.27 Unrealized
GPRK GEOPARK LTD 0.2%
Value ($000) $1,301 Shares 81,290 Est. Cost $14.83 Unrealized 0.0%
SPHB INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,290 Shares 18,562 Est. Cost $57.18 Unrealized
JPEM JP MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $1,226 Shares 21,666 Est. Cost $52.63 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $1,223 Shares 32,732 Est. Cost $30.31 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,130 Shares 21,191 Est. Cost $54.27 Unrealized
JPSE JP MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $1,127 Shares 26,621 Est. Cost $30.81 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,121 Shares 4,762 Est. Cost $188.98 Unrealized +17.9%
SPLB SPDR SER TR 0.2%
Value ($000) $1,080 Shares 35,832 Est. Cost $32.21 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value ($000) $925 Shares 6,822 Est. Cost $127.29 Unrealized
ANGL VANECK VECTORS ETF TRUST 0.1%
Value ($000) $923 Shares 28,914 Est. Cost $30.75 Unrealized
SPIP SPDR SERIES TRUST 0.1%
Value ($000) $898 Shares 29,426 Est. Cost $30.97 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $833 Shares 6,647 Est. Cost $123.69 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $816 Shares 16,903 Est. Cost $37.50 Unrealized
FINX GLOBAL X FDS 0.1%
Value ($000) $807 Shares 18,299 Est. Cost $45.51 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $790 Shares 14,954 Est. Cost $52.83 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $785 Shares 2,380 Est. Cost $328.01 Unrealized
JVAL J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $783 Shares 22,731 Est. Cost $32.46 Unrealized
CHIQ GLOBAL X FDS 0.1%
Value ($000) $760 Shares 22,783 Est. Cost $30.71 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $741 Shares 6,524 Est. Cost $67.61 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $730 Shares 3,690 Est. Cost $144.87 Unrealized +12.7%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $729 Shares 11,864 Est. Cost $61.63 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $721 Shares 6,384 Est. Cost $118.46 Unrealized
SOCL GLOBAL X FDS 0.1%
Value ($000) $720 Shares 10,818 Est. Cost $56.57 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $711 Shares 5,035 Est. Cost $128.15 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $691 Shares 6,505 Est. Cost $87.46 Unrealized +1.4%
SPBO SPDR SER TR 0.1%
Value ($000) $659 Shares 19,135 Est. Cost $35.66 Unrealized
EBND SPDR SER TR 0.1%
Value ($000) $653 Shares 25,108 Est. Cost $27.16 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $647 Shares 5,912 Est. Cost $96.52 Unrealized
MILN GLOBAL X FDS 0.1%
Value ($000) $640 Shares 15,996 Est. Cost $34.53 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $640 Shares 3,100 Est. Cost $156.36 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $621 Shares 3,883 Est. Cost $168.15 Unrealized
HERO GLOBAL X FDS 0.1%
Value ($000) $580 Shares 18,562 Est. Cost $29.39 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $564 Shares 17,111 Est. Cost $32.98 Unrealized
CLOU GLOBAL X FDS 0.1%
Value ($000) $546 Shares 21,258 Est. Cost $26.68 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $535 Shares 3,809 Est. Cost $129.49 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $534 Shares 13,927 Est. Cost $38.50 Unrealized
SPIB SPDR SER TR 0.1%
Value ($000) $510 Shares 14,115 Est. Cost $37.02 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $508 Shares 13,117 Est. Cost $29.44 Unrealized +4.1%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $505 Shares 12,121 Est. Cost $39.43 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $499 Shares 4,559 Est. Cost $85.15 Unrealized +10.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $493 Shares 3,245 Est. Cost $122.44 Unrealized +3.9%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $484 Shares 1,477 Est. Cost $294.70 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $484 Shares 12,256 Est. Cost $36.39 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $469 Shares 8,662 Est. Cost $35.16 Unrealized +31.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $457 Shares 6,070 Est. Cost $55.00 Unrealized +13.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $456 Shares 8,164 Est. Cost $43.31 Unrealized 0.0%
EWX SPDR INDEX SHS FDS 0.1%
Value ($000) $443 Shares 8,014 Est. Cost $46.82 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $438 Shares 7,971 Est. Cost $40.93 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $429 Shares 4,091 Est. Cost $77.74 Unrealized +2.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $424 Shares 2,496 Est. Cost $136.91 Unrealized -3.6%
GENERAL ELECTRIC CO 0.1%
Value ($000) $419 Shares 31,944 Est. Cost $13.12 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $416 Shares 1,792 Est. Cost $189.09 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $413 Shares 3,042 Est. Cost $39.31 Unrealized +10.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $413 Shares 1,618 Est. Cost $188.67 Unrealized +28.7%
SHYG ISHARES TR 0.1%
Value ($000) $408 Shares 8,892 Est. Cost $44.01 Unrealized
FS KKR CAP CORP II 0.1%
Value ($000) $407 Shares 20,817 Est. Cost $12.88 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $407 Shares 3,151 Est. Cost $95.37 Unrealized +13.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $406 Shares 5,257 Est. Cost $65.24 Unrealized 0.0%
TLH ISHARES TR 0.1%
Value ($000) $402 Shares 2,869 Est. Cost $157.36 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $401 Shares 5,506 Est. Cost $56.18 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $399 Shares 6,247 Est. Cost $45.81 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $399 Shares 4,073 Est. Cost $60.15 Unrealized +33.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $398 Shares 1,772 Est. Cost $164.44 Unrealized +16.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $396 Shares 2,977 Est. Cost $91.98 Unrealized +6.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $395 Shares 6,117 Est. Cost $50.78 Unrealized +5.1%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $394 Shares 5,387 Est. Cost $10.37 Unrealized +69.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $390 Shares 1,045 Est. Cost $308.19 Unrealized +3.7%
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $389 Shares 3,841 Est. Cost $111.11 Unrealized
BLACKROCK INC 0.1%
Value ($000) $381 Shares 506 Est. Cost $554.65 Unrealized
T AT&T INC 0.1%
Value ($000) $373 Shares 12,315 Est. Cost $15.53 Unrealized +4.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $367 Shares 6,312 Est. Cost $41.54 Unrealized +1.7%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $365 Shares 9,653 Est. Cost $33.23 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $364 Shares 2,689 Est. Cost $116.95 Unrealized -1.1%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $364 Shares 1,015 Est. Cost $296.46 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $363 Shares 3,593 Est. Cost $94.56 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $361 Shares 1,025 Est. Cost $285.05 Unrealized +15.7%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $353 Shares 1,739 Est. Cost $198.05 Unrealized -6.9%
SNSR GLOBAL X FDS 0.1%
Value ($000) $353 Shares 10,584 Est. Cost $32.11 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $351 Shares 29,948 Est. Cost $11.48 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $340 Shares 4,316 Est. Cost $72.60 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $335 Shares 14,743 Est. Cost $18.24 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $330 Shares 12,938 Est. Cost $24.19 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $319 Shares 16,108 Est. Cost $19.80 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $316 Shares 974 Est. Cost $280.90 Unrealized -1.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $314 Shares 8,137 Est. Cost $36.04 Unrealized +5.0%
GOOGL ALPHABET INC 0.0%
Value ($000) $313 Shares 152 Est. Cost $83.49 Unrealized +17.3%
QYLD GLOBAL X FDS 0.0%
Value ($000) $273 Shares 12,091 Est. Cost $21.66 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $265 Shares 10,565 Est. Cost $25.36 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $262 Shares 85 Est. Cost $113.68 Unrealized +39.4%
META FACEBOOK INC 0.0%
Value ($000) $261 Shares 884 Est. Cost $270.37 Unrealized -1.1%
HDV ISHARES TR 0.0%
Value ($000) $256 Shares 2,681 Est. Cost $87.97 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $252 Shares 3,944 Est. Cost $62.54 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $243 Shares 5,078 Est. Cost $47.85 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $216 Shares 1,360 Est. Cost $158.82 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $207 Shares 100 Est. Cost $98.47 Unrealized 0.0%
AMYRIS INC 0.0%
Value ($000) $204 Shares 10,628 Est. Cost $19.19 Unrealized
WTMF WISDOMTREE TR 0.0%
Value ($000) $190 Shares 4,870 Est. Cost $37.05 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $189 Shares 5,932 Est. Cost $31.86 Unrealized
DIV GLOBAL X FDS 0.0%
Value ($000) $183 Shares 9,447 Est. Cost $19.37 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $152 Shares 4,957 Est. Cost $30.72 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $151 Shares 10,888 Est. Cost $11.06 Unrealized
WTPI WISDOMTREE TR CBOE 0.0%
Value ($000) $131 Shares 4,352 Est. Cost $30.10 Unrealized
HDG PROSHARES TR 0.0%
Value ($000) $127 Shares 2,444 Est. Cost $51.96 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $118 Shares 4,041 Est. Cost $26.60 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $112 Shares 1,105 Est. Cost $101.36 Unrealized
QEFA SPDR INDEX SHS FDS 0.0%
Value ($000) $107 Shares 1,456 Est. Cost $63.06 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $88 Shares 968 Est. Cost $90.91 Unrealized
LDUR PIMCO ETF TR 0.0%
Value ($000) $85 Shares 835 Est. Cost $101.80 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $69 Shares 226 Est. Cost $242.62 Unrealized +0.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $66 Shares 271 Est. Cost $206.72 Unrealized +21.9%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $63 Shares 1,384 Est. Cost $45.52 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $59 Shares 166 Est. Cost $324.62 Unrealized +4.6%
EBIZ GLOBAL X FDS 0.0%
Value ($000) $59 Shares 1,710 Est. Cost $34.50 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $51 Shares 1,357 Est. Cost $37.58 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $50 Shares 193 Est. Cost $255.84 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $40 Shares 285 Est. Cost $104.57 Unrealized +18.9%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $40 Shares 739 Est. Cost $54.13 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $38 Shares 2,330 Est. Cost $16.31 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $32 Shares 1,548 Est. Cost $20.67 Unrealized
VRP INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $32 Shares 1,279 Est. Cost $25.02 Unrealized
AIA ISHARES TR 0.0%
Value ($000) $29 Shares 330 Est. Cost $87.88 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $27 Shares 204 Est. Cost $128.49 Unrealized +1.0%
CORP PIMCO ETF TR 0.0%
Value ($000) $23 Shares 207 Est. Cost $111.11 Unrealized
KRMA GLOBAL X FDS 0.0%
Value ($000) $4 Shares 144 Est. Cost $27.78 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 51 Est. Cost $58.82 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.28 Unrealized