Anfield Capital Management, LLC Diversified Active

CIK: 0001602020 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 31, 2024

Total Value ($000): $205,938 (100.0% shares, 0.0% debt)

Holdings (404)

SPY SPDR S&P 500 ETF TRUST 18.7%
Value ($000) $38,433 Shares 70,619 Est. Cost $400.19 Unrealized
XLC COMM SERV SELECT SECTOR SPDR 7.0%
Value ($000) $14,476 Shares 168,996 Est. Cost $76.05 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 6.5%
Value ($000) $13,377 Shares 325,389 Est. Cost $42.02 Unrealized
AESR ANFIELD US EQUITY SECTOR ROT 6.4%
Value ($000) $13,230 Shares 808,754 Est. Cost $11.09 Unrealized
SMH VANECK SEMICONDUCTOR ETF 6.3%
Value ($000) $13,067 Shares 50,123 Est. Cost $144.98 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 5.9%
Value ($000) $12,161 Shares 53,754 Est. Cost $146.64 Unrealized
GOVT ISHARES US TREASURY BOND ETF 4.9%
Value ($000) $10,042 Shares 444,942 Est. Cost $23.98 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIE 4.7%
Value ($000) $9,590 Shares 533,652 Est. Cost $18.17 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 3.6%
Value ($000) $7,470 Shares 157,430 Est. Cost $54.02 Unrealized
XLV HEALTH CARE SELECT SECTOR 3.2%
Value ($000) $6,570 Shares 45,080 Est. Cost $129.27 Unrealized
XLY CONSUMER DISCRETIONARY SELT 2.8%
Value ($000) $5,744 Shares 31,489 Est. Cost $182.31 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 2.5%
Value ($000) $5,062 Shares 44,872 Est. Cost $98.81 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID C 2.1%
Value ($000) $4,334 Shares 84,484 Est. Cost $43.94 Unrealized
XLI INDUSTRIAL SELECT SECT SPDR 1.9%
Value ($000) $3,820 Shares 31,348 Est. Cost $101.97 Unrealized
FJAN FT VEST U.S. EQUITY BUFFER E 1.7%
Value ($000) $3,471 Shares 79,978 Est. Cost $43.41 Unrealized
PSMR PACER SWAN SOS MODERATE APR 1.6%
Value ($000) $3,305 Shares 125,600 Est. Cost $26.31 Unrealized
XLP CONSUMER STAPLES SPDR 1.4%
Value ($000) $2,969 Shares 38,768 Est. Cost $76.39 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BO 1.4%
Value ($000) $2,947 Shares 31,258 Est. Cost $99.65 Unrealized
NVDA NVIDIA CORP 1.1%
Value ($000) $2,256 Shares 18,262 Est. Cost $93.59 Unrealized +8.0%
ADFI ANFIELD DYNAMIC FIXED INCOME 0.9%
Value ($000) $1,919 Shares 226,010 Est. Cost $8.49 Unrealized
PSMD PACER SWAN SOS MODERATE JANU 0.9%
Value ($000) $1,799 Shares 64,648 Est. Cost $27.83 Unrealized
GMAR FT VEST US EQUITY MODERATE B 0.8%
Value ($000) $1,574 Shares 44,399 Est. Cost $35.44 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.7%
Value ($000) $1,341 Shares 17,060 Est. Cost $84.30 Unrealized
RPHS REGENTS PARK HEDGED MARKET 0.7%
Value ($000) $1,341 Shares 134,372 Est. Cost $9.98 Unrealized
META META PLATFORMS INC-CLASS A 0.6%
Value ($000) $1,256 Shares 2,491 Est. Cost $443.21 Unrealized +9.0%
GOOG ALPHABET INC-CL C 0.6%
Value ($000) $1,226 Shares 6,682 Est. Cost $168.61 Unrealized +0.2%
ACGL ARCH CAPITAL GROUP LTD 0.6%
Value ($000) $1,165 Shares 11,545 Est. Cost $92.47 Unrealized 0.0%
NFLX NETFLIX INC 0.6%
Value ($000) $1,155 Shares 1,711 Est. Cost $62.41 Unrealized +0.1%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $1,146 Shares 2,292 Est. Cost $408.28 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.5%
Value ($000) $1,079 Shares 2,525 Est. Cost $390.78 Unrealized +7.1%
GNOV FT VEST US EQUITY MODERATE B 0.5%
Value ($000) $1,000 Shares 29,607 Est. Cost $33.77 Unrealized
MARM FTVESTUS MAX BUFF ETF MARCH 0.4%
Value ($000) $890 Shares 29,906 Est. Cost $29.75 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $731 Shares 3,472 Est. Cost $150.61 Unrealized +22.9%
AMZN AMAZON.COM INC 0.3%
Value ($000) $574 Shares 2,970 Est. Cost $167.60 Unrealized +9.6%
MSFT MICROSOFT CORP 0.3%
Value ($000) $567 Shares 1,269 Est. Cost $382.39 Unrealized +9.1%
FOUNDATIONS DYNAMIC GR ETF 0.3%
Value ($000) $553 Shares 43,649 Est. Cost $12.66 Unrealized
FOUNDATIONS DYNAMIC VAL ETF 0.3%
Value ($000) $535 Shares 45,606 Est. Cost $11.74 Unrealized
FOUNDATIONS DYNAMIC CORE ETF 0.3%
Value ($000) $532 Shares 44,827 Est. Cost $11.88 Unrealized
GAUG FT VEST US EQUITY MODERATE B 0.2%
Value ($000) $414 Shares 12,293 Est. Cost $33.67 Unrealized
PSMJ PACER SWAN SOS MODERATE JULY 0.2%
Value ($000) $379 Shares 14,119 Est. Cost $26.85 Unrealized
LDUR PIMCO ENHANCED LOW DURATION 0.2%
Value ($000) $350 Shares 3,693 Est. Cost $97.53 Unrealized
LPG DORIAN LPG LTD 0.2%
Value ($000) $347 Shares 8,262 Est. Cost $28.02 Unrealized +53.4%
FSK FS KKR CAPITAL CORP 0.2%
Value ($000) $321 Shares 16,265 Est. Cost $15.27 Unrealized 0.0%
ARI APOLLO COMMERCIAL REAL ESTAT 0.2%
Value ($000) $320 Shares 32,728 Est. Cost $10.30 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $302 Shares 14,748 Est. Cost $16.28 Unrealized +18.2%
OBDC BLUE OWL CAPITAL CORP 0.1%
Value ($000) $264 Shares 17,214 Est. Cost $10.51 Unrealized +25.1%
FFEB FT VEST US EQUITY BUFFER ETF 0.1%
Value ($000) $262 Shares 5,606 Est. Cost $37.38 Unrealized
BXSL BLACKSTONE SECURED LENDING F 0.1%
Value ($000) $242 Shares 7,907 Est. Cost $26.14 Unrealized 0.0%
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $242 Shares 37,956 Est. Cost $6.37 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $235 Shares 11,299 Est. Cost $12.37 Unrealized +44.7%
PBR PETROLEO BRASILEIRO-SPON ADR 0.1%
Value ($000) $227 Shares 15,670 Est. Cost $15.15 Unrealized
EC ECOPETROL SA-SPONSORED ADR 0.1%
Value ($000) $212 Shares 18,949 Est. Cost $11.63 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.1%
Value ($000) $206 Shares 4,127 Est. Cost $44.90 Unrealized
GOOGL ALPHABET INC-CL A 0.1%
Value ($000) $202 Shares 1,111 Est. Cost $160.02 Unrealized +4.6%
GJUL FT VEST US EQUITY MODERATE B 0.1%
Value ($000) $197 Shares 5,659 Est. Cost $34.75 Unrealized
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $185 Shares 11,217 Est. Cost $17.19 Unrealized
FTSL FIRST TRUST SENIOR LOAN ETF 0.1%
Value ($000) $184 Shares 4,017 Est. Cost $45.51 Unrealized
SILA SILA REALTY TRUST INC 0.1%
Value ($000) $175 Shares 8,262 Est. Cost $21.17 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $172 Shares 869 Est. Cost $199.25 Unrealized -12.3%
SQM QUIMICA Y MINERA CHIL-SP ADR 0.1%
Value ($000) $168 Shares 4,123 Est. Cost $59.77 Unrealized
CALM CAL-MAINE FOODS INC 0.1%
Value ($000) $166 Shares 2,722 Est. Cost $49.65 Unrealized +5.5%
GOCT FT VEST US EQUITY MODERATE B 0.1%
Value ($000) $164 Shares 4,795 Est. Cost $34.10 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $160 Shares 9,877 Est. Cost $15.73 Unrealized
IIPR INNOVATIVE INDUSTRIAL PROPER 0.1%
Value ($000) $155 Shares 1,420 Est. Cost $103.54 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $155 Shares 283 Est. Cost $527.40 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $153 Shares 3,601 Est. Cost $41.56 Unrealized
PCEF INVESCO CEF INCOME COMPOSITE 0.1%
Value ($000) $138 Shares 7,323 Est. Cost $18.85 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $136 Shares 1,200 Est. Cost $126.38 Unrealized +0.0%
JEPI JPMORGAN EQUITY PREMIUM INCO 0.1%
Value ($000) $132 Shares 2,329 Est. Cost $56.68 Unrealized
BCSF BAIN CAPITAL SPECIALTY FINAN 0.1%
Value ($000) $130 Shares 7,995 Est. Cost $12.07 Unrealized +8.5%
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $126 Shares 264 Est. Cost $444.01 Unrealized
FJUN FT VEST US EQUITY BUFF ETF-J 0.1%
Value ($000) $126 Shares 2,595 Est. Cost $48.40 Unrealized
RCUS ARCUS BIOSCIENCES INC 0.1%
Value ($000) $122 Shares 8,041 Est. Cost $17.29 Unrealized -6.7%
MBB ISHARES MBS ETF 0.1%
Value ($000) $121 Shares 1,319 Est. Cost $92.42 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $118 Shares 3,840 Est. Cost $33.72 Unrealized
FMDE FIDELITY ENHANCED MD CP ETF 0.1%
Value ($000) $116 Shares 3,922 Est. Cost $29.45 Unrealized
KEN KENON HOLDINGS LTD 0.1%
Value ($000) $115 Shares 4,669 Est. Cost $17.90 Unrealized +12.4%
PSMO PACER SWAN SOS MOD OCT ETF 0.1%
Value ($000) $114 Shares 4,281 Est. Cost $26.71 Unrealized
BHP BHP GROUP LTD-SPON ADR 0.1%
Value ($000) $110 Shares 1,920 Est. Cost $57.69 Unrealized
TTD TRADE DESK INC/THE -CLASS A 0.1%
Value ($000) $108 Shares 1,102 Est. Cost $88.36 Unrealized +2.1%
AGNC AGNC INVESTMENT CORP 0.1%
Value ($000) $106 Shares 11,142 Est. Cost $9.44 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value ($000) $106 Shares 2,234 Est. Cost $41.80 Unrealized +13.0%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $96 Shares 113 Est. Cost $706.75 Unrealized +9.5%
APH AMPHENOL CORP-CL A 0.0%
Value ($000) $93 Shares 1,384 Est. Cost $62.15 Unrealized +0.1%
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $92 Shares 160 Est. Cost $524.34 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value ($000) $89 Shares 15,573 Est. Cost $5.70 Unrealized
MMSI MERIT MEDICAL SYSTEMS INC 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $78.64 Unrealized 0.0%
SDVY FIRST TRUST SMID CAP RISING 0.0%
Value ($000) $83 Shares 2,500 Est. Cost $34.82 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $83 Shares 10,157 Est. Cost $10.11 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $82 Shares 125 Est. Cost $614.51 Unrealized -0.0%
MA MASTERCARD INC - A 0.0%
Value ($000) $79 Shares 179 Est. Cost $451.86 Unrealized -0.1%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $73 Shares 16,974 Est. Cost $5.45 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value ($000) $69 Shares 1,184 Est. Cost $57.99 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER 0.0%
Value ($000) $66 Shares 1,600 Est. Cost $40.04 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $66 Shares 341 Est. Cost $157.89 Unrealized +11.6%
ARES DYNAMIC CREDIT ALL 0.0%
Value ($000) $65 Shares 4,344 Est. Cost $14.26 Unrealized
CEFS SABA CLOSED END FUNDS ETF 0.0%
Value ($000) $64 Shares 3,021 Est. Cost $21.29 Unrealized
APOLLO TACTICAL INCOME FUND 0.0%
Value ($000) $64 Shares 4,380 Est. Cost $14.31 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $64 Shares 362 Est. Cost $159.01 Unrealized +2.9%
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $64 Shares 3,713 Est. Cost $17.27 Unrealized
JBBB JANUS HENDERSON B-BBB CLO ET 0.0%
Value ($000) $63 Shares 1,284 Est. Cost $49.18 Unrealized
FLBL FRANKLIN SENIOR LOAN ETF 0.0%
Value ($000) $63 Shares 2,586 Est. Cost $24.41 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $63 Shares 2,999 Est. Cost $21.04 Unrealized
FLRT PACER PACIFIC ASSET FLOATING 0.0%
Value ($000) $63 Shares 1,324 Est. Cost $47.55 Unrealized
HYGH ISHARES INT RATE HEDG HY ETF 0.0%
Value ($000) $63 Shares 737 Est. Cost $85.00 Unrealized
AVLV AVANTIS US LARGE CAP VALUE 0.0%
Value ($000) $62 Shares 994 Est. Cost $62.84 Unrealized
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.0%
Value ($000) $62 Shares 2,620 Est. Cost $23.83 Unrealized
LQDH ISHARES INT HEDG CORP BD ETF 0.0%
Value ($000) $62 Shares 668 Est. Cost $92.93 Unrealized
NAPR INNOVATOR GROWTH 100 POWER B 0.0%
Value ($000) $62 Shares 1,300 Est. Cost $47.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.0%
Value ($000) $61 Shares 151 Est. Cost $401.23 Unrealized +1.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $61 Shares 110 Est. Cost $569.75 Unrealized 0.0%
SCHG SCHWAB US LARGE-CAP GROWTH 0.0%
Value ($000) $60 Shares 591 Est. Cost $100.88 Unrealized
PFFA VIRTUS INFRACAP US PREF STCK 0.0%
Value ($000) $59 Shares 2,796 Est. Cost $20.95 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $53 Shares 75 Est. Cost $168.55 Unrealized 0.0%
DDOG DATADOG INC - CLASS A 0.0%
Value ($000) $52 Shares 400 Est. Cost $120.98 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $52 Shares 13 Est. Cost $3498.93 Unrealized +4.5%
TM TOYOTA MOTOR CORP -SPON ADR 0.0%
Value ($000) $51 Shares 250 Est. Cost $251.68 Unrealized
LOW LOWE'S COS INC 0.0%
Value ($000) $49 Shares 224 Est. Cost $221.37 Unrealized -0.0%
CPRT COPART INC 0.0%
Value ($000) $48 Shares 886 Est. Cost $54.55 Unrealized +0.1%
BIL SPDR BLOOMBERG 1-3 MONTH T-B 0.0%
Value ($000) $43 Shares 464 Est. Cost $91.80 Unrealized
ZNTL ZENTALIS PHARMACEUTICALS INC 0.0%
Value ($000) $40 Shares 9,767 Est. Cost $11.17 Unrealized 0.0%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $39 Shares 148 Est. Cost $247.41 Unrealized
LQD ISHARES IBOXX INVESTMENT GRA 0.0%
Value ($000) $39 Shares 361 Est. Cost $107.12 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIO 0.0%
Value ($000) $39 Shares 196 Est. Cost $193.07 Unrealized 0.0%
SHW SHERWIN-WILLIAMS CO/THE 0.0%
Value ($000) $38 Shares 129 Est. Cost $305.10 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $38 Shares 86 Est. Cost $423.77 Unrealized 0.0%
TJX TJX COMPANIES INC 0.0%
Value ($000) $37 Shares 339 Est. Cost $98.66 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $37 Shares 322 Est. Cost $107.48 Unrealized +2.4%
TLT ISHARES 20 YEAR TREASURY BD 0.0%
Value ($000) $36 Shares 395 Est. Cost $91.78 Unrealized
HYG ISHARES IBOXX HIGH YLD CORP 0.0%
Value ($000) $36 Shares 465 Est. Cost $77.54 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $36 Shares 458 Est. Cost $87.71 Unrealized -11.0%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $34 Shares 170 Est. Cost $189.18 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET 0.0%
Value ($000) $34 Shares 475 Est. Cost $72.06 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $34 Shares 218 Est. Cost $144.09 Unrealized +3.0%
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $33 Shares 1,416 Est. Cost $24.13 Unrealized 0.0%
DJUN FT VEST US EQUITY DEEP BUFFE 0.0%
Value ($000) $33 Shares 816 Est. Cost $40.89 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 0.0%
Value ($000) $29 Shares 160 Est. Cost $182.61 Unrealized
IWP ISHARES RUSSELL MID-CAP GROW 0.0%
Value ($000) $28 Shares 258 Est. Cost $114.14 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US 0.0%
Value ($000) $24 Shares 490 Est. Cost $48.77 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $24 Shares 100 Est. Cost $234.26 Unrealized +1.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $22 Shares 58 Est. Cost $406.48 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $22 Shares 449 Est. Cost $50.17 Unrealized
MRK MERCK & CO. INC. 0.0%
Value ($000) $22 Shares 176 Est. Cost $121.72 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKE 0.0%
Value ($000) $21 Shares 488 Est. Cost $41.77 Unrealized
T AT&T INC 0.0%
Value ($000) $21 Shares 1,108 Est. Cost $16.06 Unrealized +0.6%
SPTM SPDR PORTFOLIO S&P 1500 COMP 0.0%
Value ($000) $21 Shares 314 Est. Cost $64.79 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $20 Shares 13 Est. Cost $1552.86 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $20 Shares 91 Est. Cost $214.14 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $19 Shares 131 Est. Cost $142.25 Unrealized -0.6%
DFAE DIMENSIONAL EMERGING CORE EQ 0.0%
Value ($000) $19 Shares 739 Est. Cost $25.87 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $18 Shares 92 Est. Cost $182.37 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $18 Shares 154 Est. Cost $106.75 Unrealized 0.0%
SMR NUSCALE POWER CORP 0.0%
Value ($000) $18 Shares 1,538 Est. Cost $7.12 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE 0.0%
Value ($000) $18 Shares 185 Est. Cost $97.12 Unrealized
LIT GLOBAL X LITHIUM & BATTERY T 0.0%
Value ($000) $18 Shares 459 Est. Cost $45.29 Unrealized
WMT WALMART INC 0.0%
Value ($000) $17 Shares 255 Est. Cost $61.97 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $17 Shares 409 Est. Cost $36.29 Unrealized +0.5%
DIS WALT DISNEY CO/THE 0.0%
Value ($000) $17 Shares 168 Est. Cost $102.38 Unrealized +3.1%
TOTL SPDR DOUBLELINE TR TACT ETF 0.0%
Value ($000) $16 Shares 404 Est. Cost $39.72 Unrealized
PG PROCTER & GAMBLE CO/THE 0.0%
Value ($000) $16 Shares 97 Est. Cost $157.20 Unrealized 0.0%
V VISA INC-CLASS A SHARES 0.0%
Value ($000) $14 Shares 52 Est. Cost $271.69 Unrealized -0.3%
LLY ELI LILLY & CO 0.0%
Value ($000) $14 Shares 15 Est. Cost $702.49 Unrealized +12.6%
ABBV ABBVIE INC 0.0%
Value ($000) $14 Shares 79 Est. Cost $157.12 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $13 Shares 117 Est. Cost $114.98 Unrealized +0.3%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $13 Shares 128 Est. Cost $102.94 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $13 Shares 201 Est. Cost $58.71 Unrealized 0.0%
RTX RTX CORP 0.0%
Value ($000) $13 Shares 127 Est. Cost $100.12 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $13 Shares 25 Est. Cost $473.12 Unrealized 0.0%
PAUG INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 342 Est. Cost $35.38 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 319 Est. Cost $37.98 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 329 Est. Cost $36.50 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $12 Shares 46 Est. Cost $283.00 Unrealized 0.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $12 Shares 96 Est. Cost $131.70 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 304 Est. Cost $39.11 Unrealized
DFSU DIMENSIONAL US SUS CORE1 ETF 0.0%
Value ($000) $12 Shares 350 Est. Cost $34.86 Unrealized
POCT INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 318 Est. Cost $37.49 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CO 0.0%
Value ($000) $12 Shares 410 Est. Cost $29.67 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 345 Est. Cost $34.16 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 322 Est. Cost $36.60 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 350 Est. Cost $34.11 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 313 Est. Cost $36.81 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 340 Est. Cost $33.59 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $12 Shares 39 Est. Cost $244.09 Unrealized +3.1%
PJUN INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 327 Est. Cost $34.52 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $12 Shares 317 Est. Cost $35.55 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN 0.0%
Value ($000) $11 Shares 274 Est. Cost $41.80 Unrealized
PLTR PALANTIR TECHNOLOGIES INC-A 0.0%
Value ($000) $11 Shares 450 Est. Cost $22.52 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $11 Shares 189 Est. Cost $56.87 Unrealized 0.0%
IXJ ISHARES GLOBAL HEALTHCARE ET 0.0%
Value ($000) $11 Shares 120 Est. Cost $93.15 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $11 Shares 23 Est. Cost $441.57 Unrealized 0.0%
BA BOEING CO/THE 0.0%
Value ($000) $11 Shares 59 Est. Cost $185.63 Unrealized -4.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $10 Shares 51 Est. Cost $210.29 Unrealized
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $10 Shares 39 Est. Cost $248.34 Unrealized 0.0%
IJJ ISHARES S&P MID-CAP 400 VALU 0.0%
Value ($000) $10 Shares 88 Est. Cost $113.45 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $10 Shares 346 Est. Cost $24.77 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $10 Shares 6 Est. Cost $132.18 Unrealized +4.1%
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value ($000) $9 Shares 130 Est. Cost $68.68 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $9 Shares 295 Est. Cost $40.05 Unrealized -18.8%
SKYY FIRST TRUST CLOUD COMPUTING 0.0%
Value ($000) $9 Shares 93 Est. Cost $76.08 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $9 Shares 209 Est. Cost $37.71 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $9 Shares 26 Est. Cost $338.69 Unrealized 0.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $8 Shares 55 Est. Cost $136.41 Unrealized 0.0%
MDYG SPDR S&P 400 MID CAPGROWTH E 0.0%
Value ($000) $8 Shares 98 Est. Cost $84.06 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $8 Shares 123 Est. Cost $67.34 Unrealized
AVUV AVANTIS US SMALL CAP VALUE 0.0%
Value ($000) $8 Shares 91 Est. Cost $89.73 Unrealized
SO SOUTHERN CO/THE 0.0%
Value ($000) $8 Shares 105 Est. Cost $71.79 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $8 Shares 53 Est. Cost $135.52 Unrealized 0.0%
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $8 Shares 88 Est. Cost $76.66 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $8 Shares 21 Est. Cost $344.21 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $8 Shares 233 Est. Cost $31.54 Unrealized 0.0%
KHC KRAFT HEINZ CO/THE 0.0%
Value ($000) $8 Shares 240 Est. Cost $32.59 Unrealized -0.2%
USB US BANCORP 0.0%
Value ($000) $8 Shares 194 Est. Cost $37.76 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $8 Shares 268 Est. Cost $26.99 Unrealized +1.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $8 Shares 23 Est. Cost $334.20 Unrealized 0.0%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $7 Shares 115 Est. Cost $64.40 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $7 Shares 54 Est. Cost $137.82 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 53 Est. Cost $139.62 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $7 Shares 38 Est. Cost $194.99 Unrealized 0.0%
ROBO ROBO GLOBAL ROBOTICS AND AUT 0.0%
Value ($000) $7 Shares 133 Est. Cost $58.64 Unrealized
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $7 Shares 472 Est. Cost $19.82 Unrealized -9.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $7 Shares 147 Est. Cost $47.11 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $7 Shares 301 Est. Cost $28.76 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $7 Shares 69 Est. Cost $91.29 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $7 Shares 106 Est. Cost $65.15 Unrealized 0.0%
RMD RESMED INC 0.0%
Value ($000) $7 Shares 36 Est. Cost $200.02 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $7 Shares 26 Est. Cost $252.98 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWT 0.0%
Value ($000) $7 Shares 84 Est. Cost $73.15 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $7 Shares 75 Est. Cost $87.77 Unrealized 0.0%
INDS PACER INDUSTRIAL REAL ESTATE 0.0%
Value ($000) $7 Shares 175 Est. Cost $48.21 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WOR 0.0%
Value ($000) $7 Shares 187 Est. Cost $35.84 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 13 Est. Cost $460.76 Unrealized 0.0%
CMCSA COMCAST CORP-CLASS A 0.0%
Value ($000) $6 Shares 165 Est. Cost $37.12 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 47 Est. Cost $137.26 Unrealized
EQNR EQUINOR ASA-SPON ADR 0.0%
Value ($000) $6 Shares 224 Est. Cost $28.56 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $6 Shares 14 Est. Cost $377.87 Unrealized +5.4%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $6 Shares 47 Est. Cost $134.54 Unrealized 0.0%
DFAR DIMENSIONAL US REAL EST ETF 0.0%
Value ($000) $6 Shares 278 Est. Cost $22.10 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $6 Shares 97 Est. Cost $64.44 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $6 Shares 62 Est. Cost $90.80 Unrealized 0.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $6 Shares 155 Est. Cost $34.94 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $6 Shares 38 Est. Cost $146.60 Unrealized 0.0%
PEG PUBLIC SERVICE ENTERPRISE GP 0.0%
Value ($000) $6 Shares 79 Est. Cost $67.45 Unrealized 0.0%
ZION ZIONS BANCORP NA 0.0%
Value ($000) $6 Shares 134 Est. Cost $42.20 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $6 Shares 122 Est. Cost $46.87 Unrealized -3.4%
KELLANOVA 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.97 Unrealized +8.1%
VBK VANGUARD SMALL-CAP GRWTH ETF 0.0%
Value ($000) $6 Shares 23 Est. Cost $250.13 Unrealized
SPYV SPDR PORT S&P 500 VALUE 0.0%
Value ($000) $6 Shares 118 Est. Cost $50.10 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $6 Shares 33 Est. Cost $136.06 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $6 Shares 215 Est. Cost $26.22 Unrealized 0.0%
CNC CENTENE CORP 0.0%
Value ($000) $6 Shares 86 Est. Cost $72.74 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $6 Shares 124 Est. Cost $36.36 Unrealized +7.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $533.24 Unrealized 0.0%
KRMA GLOBAL X CONSCIOUS COMPANIES 0.0%
Value ($000) $6 Shares 151 Est. Cost $36.22 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $132.98 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 507 Est. Cost $10.24 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $5 Shares 75 Est. Cost $67.12 Unrealized 0.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $5 Shares 81 Est. Cost $66.57 Unrealized
GLTR ABRDN PHYSICAL PRECIOUS MET 0.0%
Value ($000) $5 Shares 51 Est. Cost $95.51 Unrealized
AFIF ANFIELD UNIVERSAL FIXED INCO 0.0%
Value ($000) $5 Shares 566 Est. Cost $9.10 Unrealized
ANSYS INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $321.50 Unrealized
CATALENT INC 0.0%
Value ($000) $5 Shares 89 Est. Cost $56.22 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $573.19 Unrealized -15.5%
KMI KINDER MORGAN INC 0.0%
Value ($000) $5 Shares 251 Est. Cost $17.73 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $5 Shares 109 Est. Cost $46.00 Unrealized
IT GARTNER INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $444.91 Unrealized 0.0%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $502.03 Unrealized 0.0%
GRID FIRST TRST NASD CL EDG SGIIF 0.0%
Value ($000) $5 Shares 42 Est. Cost $114.62 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $162.87 Unrealized
BXP BXP INC 0.0%
Value ($000) $5 Shares 77 Est. Cost $55.86 Unrealized 0.0%
SJM JM SMUCKER CO/THE 0.0%
Value ($000) $5 Shares 43 Est. Cost $106.16 Unrealized 0.0%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $5 Shares 63 Est. Cost $74.64 Unrealized 0.0%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $396.01 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $5 Shares 231 Est. Cost $17.27 Unrealized 0.0%
SCHM SCHWAB US MID CAP ETF 0.0%
Value ($000) $5 Shares 58 Est. Cost $81.43 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $4 Shares 56 Est. Cost $80.66 Unrealized -3.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $4 Shares 73 Est. Cost $58.52 Unrealized 0.0%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $4 Shares 34 Est. Cost $148.74 Unrealized
KO COCA-COLA CO/THE 0.0%
Value ($000) $4 Shares 67 Est. Cost $58.89 Unrealized 0.0%
PLD PROLOGIS INC 0.0%
Value ($000) $4 Shares 37 Est. Cost $104.48 Unrealized 0.0%
WESTROCK CO 0.0%
Value ($000) $4 Shares 82 Est. Cost $50.26 Unrealized
DE DEERE & CO 0.0%
Value ($000) $4 Shares 11 Est. Cost $379.74 Unrealized +0.2%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $279.28 Unrealized -0.3%
PODD INSULET CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $180.20 Unrealized 0.0%
FMC FMC CORP 0.0%
Value ($000) $4 Shares 70 Est. Cost $55.10 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $4 Shares 115 Est. Cost $35.31 Unrealized 0.0%
TRV TRAVELERS COS INC/THE 0.0%
Value ($000) $4 Shares 19 Est. Cost $208.89 Unrealized 0.0%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $4 Shares 121 Est. Cost $27.56 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $4 Shares 42 Est. Cost $82.62 Unrealized 0.0%
GEN GEN DIGITAL INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $22.22 Unrealized 0.0%
FHLC FIDELITY HEALTH CARE ETF 0.0%
Value ($000) $4 Shares 52 Est. Cost $69.77 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $4 Shares 294 Est. Cost $12.10 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $4 Shares 85 Est. Cost $41.01 Unrealized 0.0%
GO GROCERY OUTLET HOLDING CORP 0.0%
Value ($000) $4 Shares 159 Est. Cost $26.36 Unrealized -10.1%
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $4 Shares 67 Est. Cost $50.67 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $43.79 Unrealized +1.6%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $242.08 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $151.51 Unrealized -3.1%
PNW PINNACLE WEST CAPITAL 0.0%
Value ($000) $3 Shares 41 Est. Cost $70.74 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $285.15 Unrealized -7.2%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $3 Shares 27 Est. Cost $105.46 Unrealized 0.0%
SPSM SPDR PORTFOLIO S&P 600 SMALL 0.0%
Value ($000) $3 Shares 72 Est. Cost $43.04 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $3 Shares 2 Est. Cost $1292.47 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $3 Shares 4 Est. Cost $204.79 Unrealized 0.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $3 Shares 21 Est. Cost $131.40 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURIT 0.0%
Value ($000) $3 Shares 28 Est. Cost $100.54 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $3 Shares 16 Est. Cost $179.57 Unrealized 0.0%
MTCH MATCH GROUP INC 0.0%
Value ($000) $3 Shares 89 Est. Cost $30.87 Unrealized 0.0%
IESC IES HOLDINGS INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $121.75 Unrealized +15.5%
RIVN RIVIAN AUTOMOTIVE INC-A 0.0%
Value ($000) $3 Shares 190 Est. Cost $10.45 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $249.90 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $486.44 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $153.50 Unrealized 0.0%
SJNK SPDR BLOOMBERG SHORT TERM HI 0.0%
Value ($000) $2 Shares 93 Est. Cost $25.22 Unrealized
KEY KEYCORP 0.0%
Value ($000) $2 Shares 160 Est. Cost $13.41 Unrealized 0.0%
SPEM SPDR PORTFOLIO EMERGING MARK 0.0%
Value ($000) $2 Shares 60 Est. Cost $36.18 Unrealized
SPMB SPDR PORTFOLIO MORTGAGE BACK 0.0%
Value ($000) $2 Shares 104 Est. Cost $21.72 Unrealized
VSS VANGUARD FTSE ALL WO X-US SC 0.0%
Value ($000) $2 Shares 19 Est. Cost $116.84 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $147.92 Unrealized 0.0%
APPF APPFOLIO INC - A 0.0%
Value ($000) $2 Shares 9 Est. Cost $232.98 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $63.13 Unrealized 0.0%
IDEV ISHARES CORE MSCI DEV MKTS 0.0%
Value ($000) $2 Shares 33 Est. Cost $67.12 Unrealized
IGIB ISHARES 5-10Y INV GRADE CORP 0.0%
Value ($000) $2 Shares 42 Est. Cost $51.60 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $2 Shares 13 Est. Cost $157.95 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $327.56 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HOLDIN 0.0%
Value ($000) $2 Shares 106 Est. Cost $18.19 Unrealized -3.5%
IOT SAMSARA INC-CL A 0.0%
Value ($000) $2 Shares 59 Est. Cost $34.49 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $106.33 Unrealized +17.7%
DUCKHORN PORTFOLIO INC/THE 0.0%
Value ($000) $2 Shares 277 Est. Cost $7.10 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $103.67 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.19 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $550.38 Unrealized +2.7%
TPC TUTOR PERINI CORP 0.0%
Value ($000) $2 Shares 81 Est. Cost $17.87 Unrealized +2.8%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $224.21 Unrealized 0.0%
SCHH SCHWAB US REIT ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $20.30 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.40 Unrealized 0.0%
FCG FIRST TRUST NATURAL GAS ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $24.29 Unrealized
SPTL SPDR PORT LNG TRM TRSRY 0.0%
Value ($000) $2 Shares 57 Est. Cost $27.95 Unrealized
TAP MOLSON COORS BEVERAGE CO - B 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.56 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.65 Unrealized 0.0%
FOX FOX CORP - CLASS B 0.0%
Value ($000) $2 Shares 47 Est. Cost $29.69 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $162.33 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $95.03 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $51.21 Unrealized 0.0%
COLO GLOBAL X MSCI COLOMBIA ETF 0.0%
Value ($000) $1 Shares 55 Est. Cost $24.62 Unrealized
XT ISHARES EXPONENTIAL TECH ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $59.61 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $99.79 Unrealized -17.7%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $1 Shares 25 Est. Cost $51.60 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $279.32 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $35.52 Unrealized 0.0%
NKE NIKE INC -CL B 0.0%
Value ($000) $1 Shares 16 Est. Cost $89.70 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.61 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $94.26 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $1 Shares 24 Est. Cost $52.03 Unrealized 0.0%
KOMP SPDR S&P KENSHO NEW ECONOMIE 0.0%
Value ($000) $1 Shares 26 Est. Cost $48.08 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $36.84 Unrealized 0.0%
DFIN DONNELLEY FINANCIAL SOLUTION 0.0%
Value ($000) $1 Shares 18 Est. Cost $62.55 Unrealized -2.4%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.74 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $112.18 Unrealized 0.0%
JPST JPMORGAN ULTRA-SHORT INCOME 0.0%
Value ($000) $1 Shares 16 Est. Cost $50.48 Unrealized
IAGG ISHARES INTL AGGREGATE BOND 0.0%
Value ($000) $1 Shares 16 Est. Cost $49.94 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 106 Est. Cost $8.01 Unrealized 0.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $1 Shares 10 Est. Cost $75.80 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $158.10 Unrealized 0.0%
REDFIN CORP 0.0%
Value ($000) $0 Shares 82 Est. Cost $6.01 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $0 Shares 3 Est. Cost $174.81 Unrealized -8.0%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 25 Est. Cost $16.48 Unrealized
NATR NATURES SUNSHINE PRODS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $18.12 Unrealized -5.7%
BOX BOX INC - CLASS A 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.85 Unrealized -0.8%
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $0 Shares 4 Est. Cost $81.35 Unrealized 0.0%
BXC BLUELINX HOLDINGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $117.59 Unrealized -9.8%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $7.22 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.08 Unrealized -11.5%
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $0 Shares 24 Est. Cost $8.92 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $0 Shares 35 Est. Cost $6.03 Unrealized
BROS DUTCH BROS INC-CLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.36 Unrealized 0.0%
TDC TERADATA CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $42.17 Unrealized -17.2%
BETZ ROUNDHILL SPORTS BET & IGAM 0.0%
Value ($000) $0 Shares 11 Est. Cost $17.18 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $39.40 Unrealized +25.2%
SYPR SYPRIS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $1.93 Unrealized -17.7%
VERINT SYSTEMS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $33.25 Unrealized
EMQQ EMG MKT INTERNET ETF-USA INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.33 Unrealized
TECK TECK RESOURCES LTD-CLS B 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.15 Unrealized +22.6%
ITRG INTEGRA RESOURCES CORP 0.0%
Value ($000) $0 Shares 92 Est. Cost $0.86 Unrealized 0.0%
PBT PERMIAN BASIN ROYALTY TRUST 0.0%
Value ($000) $0 Shares 7 Est. Cost $12.14 Unrealized
GSK GSK PLC-SPON ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.50 Unrealized
VYX NCR VOYIX CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.40 Unrealized -12.6%
MSB MESABI TRUST 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.50 Unrealized
ROCK GIBRALTAR INDUSTRIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $79.68 Unrealized -8.6%
PATH UIPATH INC - CLASS A 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.29 Unrealized 0.0%
DOLE DOLE PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.83 Unrealized 0.0%
CMCL CALEDONIA MINING CORP PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.09 Unrealized -2.6%
TELLURIAN INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.66 Unrealized
SVM SILVERCORP METALS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $2.55 Unrealized +42.1%
DRD DRDGOLD LTD-SPONSORED ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $8.25 Unrealized
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $6.33 Unrealized 0.0%
HNDL NASDAQ 7 HANDL INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.00 Unrealized
SKE SKEENA RESOURCES LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.71 Unrealized 0.0%
USAU US GOLD CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.66 Unrealized +35.4%
RYZ RYERSON HOLDING CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.79 Unrealized -21.4%
AETHLON MEDICAL INC 0.0%
Value ($000) $0 Shares 41 Est. Cost $0.49 Unrealized
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.22 Unrealized 0.0%
VZLA VIZSLA SILVER CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.57 Unrealized 0.0%
KINETA INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.50 Unrealized
FURY FURY GOLD MINES LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.45 Unrealized 0.0%