GeoWealth Management, LLC Diversified Active

CIK: 0001593387 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 13, 2023

Total Value ($000): $946 (100.0% shares, 0.0% debt)

Holdings (358)

BIL SPDR SER TR 20.5%
Value ($000) $194 Shares 2,116,231 Est. Cost $90.40 Unrealized
TDSC EXCHANGE LISTED FDS TR 9.8%
Value ($000) $93 Shares 4,203,273 Est. Cost $21.06 Unrealized
EXCHANGE LISTED FDS TR 3.5%
Value ($000) $33 Shares 1,817,032 Est. Cost $5.66 Unrealized
BOND PIMCO ETF TR 3.0%
Value ($000) $28 Shares 314,114 Est. Cost $102.58 Unrealized
GBIL GOLDMAN SACHS ETF TR 2.7%
Value ($000) $25 Shares 254,590 Est. Cost $0.10 Unrealized
USFR WISDOMTREE TR 2.6%
Value ($000) $25 Shares 492,312 Est. Cost $0.58 Unrealized
EXCHANGE LISTED FDS TR 2.6%
Value ($000) $24 Shares 1,152,552 Est. Cost $25.72 Unrealized
TDSB EXCHANGE LISTED FDS TR 2.2%
Value ($000) $21 Shares 979,580 Est. Cost $24.57 Unrealized
EXCHANGE LISTED FDS TR 2.0%
Value ($000) $19 Shares 885,773 Est. Cost $25.61 Unrealized
XLK SELECT SECTOR SPDR TR 1.6%
Value ($000) $15 Shares 118,743 Est. Cost $126.37 Unrealized
XLV SELECT SECTOR SPDR TR 1.5%
Value ($000) $14 Shares 102,362 Est. Cost $114.92 Unrealized
JPME J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $13 Shares 150,788 Est. Cost $71.31 Unrealized
PALC PACER FDS TR 1.2%
Value ($000) $11 Shares 324,911 Est. Cost $23.70 Unrealized
INTF ISHARES TR 1.1%
Value ($000) $10 Shares 411,332 Est. Cost $15.67 Unrealized
TBX PROSHARES TR 1.0%
Value ($000) $10 Shares 342,673 Est. Cost $18.16 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $10 Shares 150,310 Est. Cost $68.05 Unrealized
OMFS INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $9 Shares 276,530 Est. Cost $36.93 Unrealized
TBF PROSHARES TR 1.0%
Value ($000) $9 Shares 412,385 Est. Cost $20.05 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $9 Shares 118,834 Est. Cost $93.25 Unrealized
IEI ISHARES TR 1.0%
Value ($000) $9 Shares 79,036 Est. Cost $114.27 Unrealized
SHV ISHARES TR 1.0%
Value ($000) $9 Shares 82,377 Est. Cost $110.02 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $9 Shares 180,241 Est. Cost $53.04 Unrealized
XLSR SSGA ACTIVE TR 0.8%
Value ($000) $7 Shares 191,695 Est. Cost $28.51 Unrealized
SPDW SPDR INDEX SHS FDS 0.8%
Value ($000) $7 Shares 249,031 Est. Cost $24.05 Unrealized
EXCHANGE LISTED FDS TR 0.7%
Value ($000) $7 Shares 339,269 Est. Cost $22.66 Unrealized
FLRN SPDR SER TR 0.7%
Value ($000) $7 Shares 214,999 Est. Cost $30.20 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $6 Shares 16,815 Est. Cost $172.74 Unrealized
XLU SELECT SECTOR SPDR TR 0.7%
Value ($000) $6 Shares 90,908 Est. Cost $31.98 Unrealized
SPSB SPDR SER TR 0.6%
Value ($000) $6 Shares 205,878 Est. Cost $31.16 Unrealized
XLP SELECT SECTOR SPDR TR 0.6%
Value ($000) $6 Shares 79,407 Est. Cost $60.45 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $6 Shares 126,560 Est. Cost $35.09 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $6 Shares 21,185 Est. Cost $345.39 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.6%
Value ($000) $6 Shares 74,012 Est. Cost $77.96 Unrealized
FISR SSGA ACTIVE TR 0.6%
Value ($000) $6 Shares 218,555 Est. Cost $22.38 Unrealized
JAAA JANUS DETROIT STR TR 0.6%
Value ($000) $5 Shares 110,949 Est. Cost $49.08 Unrealized
TLT ISHARES TR 0.6%
Value ($000) $5 Shares 54,505 Est. Cost $117.26 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $5 Shares 13,853 Est. Cost $368.05 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $5 Shares 105,894 Est. Cost $54.26 Unrealized
JPUS J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $5 Shares 53,727 Est. Cost $76.67 Unrealized
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $5 Shares 65,993 Est. Cost $60.36 Unrealized
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $5 Shares 102,605 Est. Cost $59.00 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $5 Shares 64,851 Est. Cost $88.77 Unrealized
SRLN SSGA ACTIVE ETF TR 0.5%
Value ($000) $5 Shares 119,976 Est. Cost $44.38 Unrealized
JEMA J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $5 Shares 143,941 Est. Cost $23.28 Unrealized
SPAB SPDR SER TR 0.5%
Value ($000) $5 Shares 189,734 Est. Cost $28.12 Unrealized
FLOT ISHARES TR 0.5%
Value ($000) $5 Shares 90,282 Est. Cost $8.67 Unrealized
MGC VANGUARD WORLD FD 0.4%
Value ($000) $4 Shares 31,699 Est. Cost $136.68 Unrealized
ANGL VANECK ETF TRUST 0.4%
Value ($000) $4 Shares 154,142 Est. Cost $27.06 Unrealized
IAGG ISHARES TR 0.4%
Value ($000) $4 Shares 87,022 Est. Cost $52.75 Unrealized
SPYM SPDR SER TR 0.4%
Value ($000) $4 Shares 89,702 Est. Cost $42.09 Unrealized
RSPR INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $4 Shares 129,308 Est. Cost $19.17 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $4 Shares 30,510 Est. Cost $157.39 Unrealized
CLSM EXCHANGE LISTED FDS TR 0.4%
Value ($000) $4 Shares 189,842 Est. Cost $24.32 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $4 Shares 74,520 Est. Cost $44.75 Unrealized
AOK ISHARES TR 0.4%
Value ($000) $4 Shares 110,155 Est. Cost $29.09 Unrealized
DGRW WISDOMTREE TR 0.4%
Value ($000) $4 Shares 61,020 Est. Cost $31.22 Unrealized
EXCHANGE LISTED FDS TR 0.4%
Value ($000) $4 Shares 169,063 Est. Cost $24.11 Unrealized
TFLO ISHARES TR 0.4%
Value ($000) $4 Shares 71,487 Est. Cost $50.50 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $3 Shares 166,945 Est. Cost $21.00 Unrealized
USMV ISHARES TR 0.4%
Value ($000) $3 Shares 47,234 Est. Cost $60.25 Unrealized
CWB SPDR SER TR 0.4%
Value ($000) $3 Shares 51,723 Est. Cost $68.68 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3 Shares 76,388 Est. Cost $46.91 Unrealized
EMB ISHARES TR 0.3%
Value ($000) $3 Shares 36,853 Est. Cost $96.18 Unrealized
SHYG ISHARES TR 0.3%
Value ($000) $3 Shares 76,123 Est. Cost $43.25 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $3 Shares 87,876 Est. Cost $28.89 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $3 Shares 46,394 Est. Cost $42.54 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $2 Shares 18,798 Est. Cost $111.69 Unrealized +26.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $2 Shares 97,050 Est. Cost $26.29 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2 Shares 28,481 Est. Cost $5.92 Unrealized
IMCG ISHARES TR 0.2%
Value ($000) $2 Shares 42,453 Est. Cost $6.67 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $2 Shares 13,026 Est. Cost $0.17 Unrealized
NULG NUSHARES ETF TR 0.2%
Value ($000) $2 Shares 45,941 Est. Cost $0.05 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $2 Shares 10,614 Est. Cost $0.21 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2 Shares 40,565 Est. Cost $59.02 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2 Shares 28,244 Est. Cost $83.24 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.2%
Value ($000) $2 Shares 139,908 Est. Cost $16.99 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $2 Shares 28,420 Est. Cost $87.95 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $2 Shares 8,094 Est. Cost $246.12 Unrealized -4.9%
USTB VICTORY PORTFOLIOS II 0.2%
Value ($000) $2 Shares 39,141 Est. Cost $51.27 Unrealized
LQDH ISHARES U S ETF TR 0.2%
Value ($000) $2 Shares 20,863 Est. Cost $89.27 Unrealized
IYG ISHARES TR 0.2%
Value ($000) $2 Shares 11,960 Est. Cost $163.63 Unrealized
SPEU SPDR INDEX SHS FDS 0.2%
Value ($000) $2 Shares 53,347 Est. Cost $10.44 Unrealized
SPTM SPDR SER TR 0.2%
Value ($000) $2 Shares 38,935 Est. Cost $48.53 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $2 Shares 42,036 Est. Cost $36.02 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $2 Shares 38,484 Est. Cost $51.75 Unrealized
TIPX SPDR SER TR 0.2%
Value ($000) $2 Shares 94,428 Est. Cost $13.51 Unrealized
SPTL SPDR SER TR 0.2%
Value ($000) $2 Shares 57,660 Est. Cost $37.03 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $2 Shares 22,148 Est. Cost $89.98 Unrealized
TLH ISHARES TR 0.2%
Value ($000) $2 Shares 14,408 Est. Cost $114.39 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $2 Shares 17,489 Est. Cost $60.32 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $1 Shares 8,533 Est. Cost $207.38 Unrealized
STPZ PIMCO ETF TR 0.2%
Value ($000) $1 Shares 28,738 Est. Cost $3.56 Unrealized
GPRK GEOPARK LTD 0.1%
Value ($000) $1 Shares 91,290 Est. Cost $14.54 Unrealized -2.0%
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $1 Shares 28,622 Est. Cost $0.05 Unrealized
IEUR ISHARES TR 0.1%
Value ($000) $1 Shares 28,567 Est. Cost $56.06 Unrealized
INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $1 Shares 100,484 Est. Cost $0.01 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1 Shares 6,075 Est. Cost $220.15 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 40,753 Est. Cost $0.03 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $1 Shares 34,097 Est. Cost $34.93 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $1 Shares 42,489 Est. Cost $23.84 Unrealized
GEM GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1 Shares 43,698 Est. Cost $33.88 Unrealized
AFIF TWO RDS SHARED TR 0.1%
Value ($000) $1 Shares 137,835 Est. Cost $9.63 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 30,450 Est. Cost $48.14 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1 Shares 55,377 Est. Cost $25.43 Unrealized
JPEM J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 23,649 Est. Cost $45.94 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $1 Shares 22,552 Est. Cost $53.81 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $1 Shares 22,314 Est. Cost $53.00 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $1 Shares 22,963 Est. Cost $53.29 Unrealized
WLDR TWO RDS SHARED TR 0.1%
Value ($000) $1 Shares 44,768 Est. Cost $19.64 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $1 Shares 26,193 Est. Cost $0.04 Unrealized
CORP PIMCO ETF TR 0.1%
Value ($000) $1 Shares 11,044 Est. Cost $19.77 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 21,186 Est. Cost $44.75 Unrealized
ICF ISHARES TR 0.1%
Value ($000) $1 Shares 18,138 Est. Cost $68.43 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1 Shares 10,466 Est. Cost $13.64 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $1 Shares 10,673 Est. Cost $109.60 Unrealized
FDHY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1 Shares 21,129 Est. Cost $52.78 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $1 Shares 19,436 Est. Cost $45.87 Unrealized
QUS SPDR SER TR 0.1%
Value ($000) $1 Shares 8,790 Est. Cost $101.56 Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 22,027 Est. Cost $50.27 Unrealized
EBND SPDR SER TR 0.1%
Value ($000) $1 Shares 46,474 Est. Cost $19.98 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1 Shares 15,464 Est. Cost $70.11 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1 Shares 34,284 Est. Cost $26.56 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1 Shares 45,629 Est. Cost $18.29 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1 Shares 1,518 Est. Cost $366.29 Unrealized +36.6%
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 29,915 Est. Cost $24.35 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $1 Shares 32,938 Est. Cost $26.77 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1 Shares 9,008 Est. Cost $115.83 Unrealized -18.6%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 23,021 Est. Cost $36.95 Unrealized
SPTI SPDR SER TR 0.1%
Value ($000) $1 Shares 25,600 Est. Cost $28.48 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1 Shares 4,693 Est. Cost $127.49 Unrealized +1.8%
BBCA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 12,272 Est. Cost $65.16 Unrealized
SPTS SPDR SER TR 0.1%
Value ($000) $1 Shares 24,290 Est. Cost $23.66 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1 Shares 15,622 Est. Cost $50.74 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1 Shares 6,264 Est. Cost $97.93 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 6,385 Est. Cost $90.93 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $1 Shares 7,456 Est. Cost $126.63 Unrealized -22.0%
HYS PIMCO ETF TR 0.1%
Value ($000) $1 Shares 6,918 Est. Cost $75.35 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 14,698 Est. Cost $41.66 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1 Shares 2,720 Est. Cost $175.53 Unrealized +1.8%
PAVE GLOBAL X FDS 0.1%
Value ($000) $1 Shares 21,245 Est. Cost $25.59 Unrealized
BBRE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 6,728 Est. Cost $92.30 Unrealized
ITM VANECK ETF TRUST 0.1%
Value ($000) $1 Shares 11,891 Est. Cost $51.33 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1 Shares 11,320 Est. Cost $48.90 Unrealized -15.2%
SSO PROSHARES TR 0.1%
Value ($000) $1 Shares 12,108 Est. Cost $36.34 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 1,149 Est. Cost $376.63 Unrealized +24.5%
GTO INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $1 Shares 11,192 Est. Cost $0.05 Unrealized
HYD VANECK ETF TRUST 0.1%
Value ($000) $1 Shares 10,029 Est. Cost $60.81 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $1 Shares 5,072 Est. Cost $97.41 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1 Shares 4,545 Est. Cost $44.59 Unrealized +115.9%
JPSE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $0 Shares 12,747 Est. Cost $34.28 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 11,144 Est. Cost $38.82 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $0 Shares 1,711 Est. Cost $326.75 Unrealized -18.5%
WMT WALMART INC 0.1%
Value ($000) $0 Shares 3,346 Est. Cost $42.24 Unrealized +8.1%
GOOG ALPHABET INC 0.0%
Value ($000) $0 Shares 5,250 Est. Cost $112.90 Unrealized -16.1%
QLD PROSHARES TR 0.0%
Value ($000) $0 Shares 13,097 Est. Cost $0.04 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 2,510 Est. Cost $80.43 Unrealized +90.5%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 12,524 Est. Cost $45.65 Unrealized -34.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $0 Shares 3,885 Est. Cost $87.83 Unrealized +14.1%
EMXC ISHARES INC 0.0%
Value ($000) $0 Shares 9,196 Est. Cost $60.62 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 3,937 Est. Cost $128.44 Unrealized -15.2%
FTV FORTIVE CORP 0.0%
Value ($000) $0 Shares 6,644 Est. Cost $47.79 Unrealized 0.0%
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $0 Shares 17,088 Est. Cost $0.02 Unrealized
IGLB ISHARES TR 0.0%
Value ($000) $0 Shares 8,426 Est. Cost $0.05 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $0 Shares 7,731 Est. Cost $355.73 Unrealized
BYLD ISHARES TR 0.0%
Value ($000) $0 Shares 18,454 Est. Cost $25.06 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $0 Shares 2,406 Est. Cost $130.50 Unrealized +5.2%
ESGU ISHARES TR 0.0%
Value ($000) $0 Shares 4,462 Est. Cost $25.39 Unrealized
LDUR PIMCO ETF TR 0.0%
Value ($000) $0 Shares 3,998 Est. Cost $85.81 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $0 Shares 1,571 Est. Cost $191.89 Unrealized +7.7%
TJX TJX COS INC NEW 0.0%
Value ($000) $0 Shares 4,704 Est. Cost $70.72 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 3,803 Est. Cost $80.46 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $0 Shares 16,367 Est. Cost $13.75 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 3,076 Est. Cost $89.78 Unrealized +18.7%
T AT&T INC 0.0%
Value ($000) $0 Shares 18,991 Est. Cost $15.33 Unrealized -1.4%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 6,765 Est. Cost $0.05 Unrealized
TIPZ PIMCO ETF TR 0.0%
Value ($000) $0 Shares 6,386 Est. Cost $35.25 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $0 Shares 7,271 Est. Cost $0.05 Unrealized
PFFV GLOBAL X FDS 0.0%
Value ($000) $0 Shares 14,757 Est. Cost $27.03 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 8,413 Est. Cost $47.58 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 2,247 Est. Cost $20.32 Unrealized -27.9%
ALTL PACER FDS TR 0.0%
Value ($000) $0 Shares 8,111 Est. Cost $0.04 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $0 Shares 892 Est. Cost $308.08 Unrealized +12.2%
TMFC RBB FD INC 0.0%
Value ($000) $0 Shares 10,546 Est. Cost $0.03 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $0 Shares 2,475 Est. Cost $64.60 Unrealized +82.4%
PAMC PACER FDS TR 0.0%
Value ($000) $0 Shares 10,212 Est. Cost $0.03 Unrealized
SKOR FLEXSHARES TR 0.0%
Value ($000) $0 Shares 6,905 Est. Cost $50.72 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $0 Shares 9,557 Est. Cost $30.28 Unrealized +4.7%
SHY ISHARES TR 0.0%
Value ($000) $0 Shares 3,858 Est. Cost $82.63 Unrealized
FCTR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 11,170 Est. Cost $0.03 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $0 Shares 3,110 Est. Cost $0.10 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 19,490 Est. Cost $19.23 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $0 Shares 15,007 Est. Cost $18.92 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 12,969 Est. Cost $30.18 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 3,030 Est. Cost $66.77 Unrealized +31.3%
INTU INTUIT 0.0%
Value ($000) $0 Shares 785 Est. Cost $573.74 Unrealized -32.2%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 952 Est. Cost $345.35 Unrealized
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $0 Shares 6,545 Est. Cost $52.52 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 3,729 Est. Cost $82.18 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 3,040 Est. Cost $56.76 Unrealized +51.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 3,285 Est. Cost $51.51 Unrealized +37.4%
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 8,167 Est. Cost $30.32 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 5,399 Est. Cost $62.13 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $0 Shares 823 Est. Cost $578.90 Unrealized -44.8%
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 942 Est. Cost $45.71 Unrealized -38.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $0 Shares 893 Est. Cost $201.48 Unrealized +47.4%
PCG PG&E CORP 0.0%
Value ($000) $0 Shares 16,765 Est. Cost $11.35 Unrealized +31.7%
CNRG SPDR SER TR 0.0%
Value ($000) $0 Shares 3,328 Est. Cost $62.52 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $0 Shares 11,276 Est. Cost $0.02 Unrealized
DE DEERE & CO 0.0%
Value ($000) $0 Shares 629 Est. Cost $368.25 Unrealized +5.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 1,908 Est. Cost $96.76 Unrealized +27.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 1,708 Est. Cost $100.06 Unrealized +53.1%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1,398 Est. Cost $184.12 Unrealized
DRIV GLOBAL X FDS 0.0%
Value ($000) $0 Shares 13,320 Est. Cost $20.09 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 985 Est. Cost $171.06 Unrealized +43.4%
CLOU GLOBAL X FDS 0.0%
Value ($000) $0 Shares 15,882 Est. Cost $19.64 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 720 Est. Cost $0.35 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 2,530 Est. Cost $90.37 Unrealized -4.0%
HEFA ISHARES TR 0.0%
Value ($000) $0 Shares 9,182 Est. Cost $31.82 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 5,635 Est. Cost $0.04 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 4,295 Est. Cost $60.04 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 3,856 Est. Cost $56.74 Unrealized -3.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1,129 Est. Cost $0.21 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 12,482 Est. Cost $20.45 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $0 Shares 6,290 Est. Cost $0.04 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $0 Shares 2,489 Est. Cost $115.09 Unrealized
XMPT VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 10,993 Est. Cost $28.98 Unrealized
RYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 12,386 Est. Cost $0.02 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $0 Shares 1,985 Est. Cost $93.48 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 2,179 Est. Cost $116.13 Unrealized
BP BP PLC 0.0%
Value ($000) $0 Shares 6,545 Est. Cost $0.03 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 1,601 Est. Cost $130.32 Unrealized +6.5%
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $0 Shares 12,756 Est. Cost $17.03 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $0 Shares 4,622 Est. Cost $2.52 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $0 Shares 4,338 Est. Cost $0.05 Unrealized
SNSR GLOBAL X FDS 0.0%
Value ($000) $0 Shares 7,394 Est. Cost $31.89 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 18,354 Est. Cost $10.14 Unrealized -0.7%
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 507 Est. Cost $640.51 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $0 Shares 1,577 Est. Cost $117.65 Unrealized 0.0%
NORW GLOBAL X FDS 0.0%
Value ($000) $0 Shares 8,242 Est. Cost $31.89 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $0 Shares 3,313 Est. Cost $0.06 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5,168 Est. Cost $41.54 Unrealized -25.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $0 Shares 2,832 Est. Cost $263.88 Unrealized -69.7%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 284 Est. Cost $0.71 Unrealized
FINX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 10,416 Est. Cost $29.08 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 10,823 Est. Cost $14.26 Unrealized +6.5%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 3,954 Est. Cost $43.18 Unrealized
KRMA GLOBAL X FDS 0.0%
Value ($000) $0 Shares 7,046 Est. Cost $3.02 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 608 Est. Cost $312.14 Unrealized +0.3%
PHDG INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $0 Shares 5,980 Est. Cost $33.74 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 2,960 Est. Cost $102.68 Unrealized -35.7%
WTMF WISDOMTREE TR 0.0%
Value ($000) $0 Shares 6,044 Est. Cost $22.90 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $0 Shares 8,128 Est. Cost $25.52 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 1,328 Est. Cost $87.51 Unrealized -8.2%
MILN GLOBAL X FDS 0.0%
Value ($000) $0 Shares 7,009 Est. Cost $32.90 Unrealized
FTQI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 10,220 Est. Cost $0.02 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 1,491 Est. Cost $261.06 Unrealized -27.5%
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 1,597 Est. Cost $75.67 Unrealized +22.6%
MLN VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 9,771 Est. Cost $21.77 Unrealized
SMB VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 9,444 Est. Cost $16.99 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $0 Shares 3,028 Est. Cost $47.70 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 2,329 Est. Cost $59.05 Unrealized
INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $0 Shares 12,268 Est. Cost $0.01 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 6,903 Est. Cost $30.80 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $0 Shares 3,174 Est. Cost $0.04 Unrealized
MNA INDEXIQ ETF TR 0.0%
Value ($000) $0 Shares 4,111 Est. Cost $31.99 Unrealized
HDG PROSHARES TR 0.0%
Value ($000) $0 Shares 2,692 Est. Cost $44.92 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $0 Shares 1,182 Est. Cost $0.11 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 3,054 Est. Cost $30.77 Unrealized +2.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 1,596 Est. Cost $62.30 Unrealized +4.7%
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $76.62 Unrealized +0.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 875 Est. Cost $91.37 Unrealized +19.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $0 Shares 2,503 Est. Cost $39.41 Unrealized +3.6%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 9,299 Est. Cost $14.18 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 2,978 Est. Cost $28.74 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 247 Est. Cost $341.28 Unrealized +7.6%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $0 Shares 12,575 Est. Cost $6.28 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 6,580 Est. Cost $11.25 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 5,605 Est. Cost $18.24 Unrealized
HERO GLOBAL X FDS 0.0%
Value ($000) $0 Shares 4,401 Est. Cost $28.54 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $0 Shares 1,232 Est. Cost $0.06 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 2,027 Est. Cost $0.04 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 2,331 Est. Cost $25.65 Unrealized +7.0%
EFG ISHARES TR 0.0%
Value ($000) $0 Shares 932 Est. Cost $0.08 Unrealized
CDW CDW CORP 0.0%
Value ($000) $0 Shares 428 Est. Cost $163.86 Unrealized +3.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 877 Est. Cost $112.50 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $0 Shares 1,536 Est. Cost $0.05 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $0 Shares 1,264 Est. Cost $0.05 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 304 Est. Cost $230.10 Unrealized -18.9%
ACWI ISHARES TR 0.0%
Value ($000) $0 Shares 728 Est. Cost $0.09 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $0 Shares 1,308 Est. Cost $0.05 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 707 Est. Cost $92.92 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 343 Est. Cost $11.06 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 68 Est. Cost $44.69 Unrealized +6.5%
QUAL ISHARES TR 0.0%
Value ($000) $0 Shares 302 Est. Cost $0.11 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 109 Est. Cost $279.01 Unrealized +0.8%
TIP ISHARES TR 0.0%
Value ($000) $0 Shares 302 Est. Cost $122.41 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $0 Shares 222 Est. Cost $0.14 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $0 Shares 138 Est. Cost $162.74 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 327 Est. Cost $85.62 Unrealized -9.2%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 604 Est. Cost $0.04 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 149 Est. Cost $0.18 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 199 Est. Cost $114.94 Unrealized +5.6%
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 243 Est. Cost $108.47 Unrealized -10.0%
V VISA INC 0.0%
Value ($000) $0 Shares 126 Est. Cost $208.37 Unrealized -5.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 104 Est. Cost $241.79 Unrealized -8.8%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 241 Est. Cost $101.87 Unrealized -2.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 562 Est. Cost $43.16 Unrealized -9.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 155 Est. Cost $150.82 Unrealized -2.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 165 Est. Cost $129.02 Unrealized +10.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 92 Est. Cost $274.70 Unrealized -3.9%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $392.13 Unrealized +10.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 205 Est. Cost $130.54 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 348 Est. Cost $55.13 Unrealized +5.2%
IWO ISHARES TR 0.0%
Value ($000) $0 Shares 108 Est. Cost $279.29 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $0 Shares 437 Est. Cost $51.65 Unrealized +1.2%
AMYRIS INC 0.0%
Value ($000) $0 Shares 13,460 Est. Cost $2.90 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $0 Shares 454 Est. Cost $24.25 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 152 Est. Cost $112.97 Unrealized -0.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 245 Est. Cost $67.72 Unrealized +9.0%
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 1,706 Est. Cost $4.70 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 389 Est. Cost $42.10 Unrealized +6.8%
EFA ISHARES TR 0.0%
Value ($000) $0 Shares 276 Est. Cost $78.01 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $0 Shares 358 Est. Cost $66.69 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 221 Est. Cost $72.21 Unrealized -4.5%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 467 Est. Cost $31.81 Unrealized +7.8%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $137.57 Unrealized -7.1%
QAI INDEXIQ ETF TR 0.0%
Value ($000) $0 Shares 625 Est. Cost $0.03 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $0 Shares 56 Est. Cost $291.50 Unrealized -5.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 206 Est. Cost $65.11 Unrealized -1.9%
PFF ISHARES TR 0.0%
Value ($000) $0 Shares 497 Est. Cost $25.74 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $0 Shares 86 Est. Cost $189.32 Unrealized -11.1%
SPYV SPDR SER TR 0.0%
Value ($000) $0 Shares 391 Est. Cost $33.25 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $0 Shares 129 Est. Cost $0.09 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $151.67 Unrealized +10.3%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $0 Shares 91 Est. Cost $121.77 Unrealized -6.2%
WDAY WORKDAY INC 0.0%
Value ($000) $0 Shares 74 Est. Cost $156.53 Unrealized -0.4%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 172 Est. Cost $54.64 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $551.45 Unrealized -4.8%
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 240 Est. Cost $50.38 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $0 Shares 166 Est. Cost $46.28 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 91 Est. Cost $167.43 Unrealized -44.2%
IWD ISHARES TR 0.0%
Value ($000) $0 Shares 56 Est. Cost $153.35 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $0 Shares 61 Est. Cost $83.40 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $234.64 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 66 Est. Cost $0.08 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.16 Unrealized
SWAN AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 140 Est. Cost $34.27 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $0 Shares 21 Est. Cost $0.14 Unrealized
INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 288 Est. Cost $13.75 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 131 Est. Cost $26.74 Unrealized
EMTL SSGA ACTIVE TR 0.0%
Value ($000) $0 Shares 58 Est. Cost $51.04 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 42 Est. Cost $41.03 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 40 Est. Cost $36.68 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $0 Shares 7 Est. Cost $150.25 Unrealized +4.5%
DSTL ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 27 Est. Cost $0.04 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $84.04 Unrealized
GSSC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.96 Unrealized
GVI ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $113.15 Unrealized