Interchange Capital Partners, LLC Diversified Active

CIK: 0001845998 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 5, 2021

Total Value ($000): $184,434 (100.0% shares, 0.0% debt)

Holdings (229)

VLUE ISHARES TR MSCI USA VALUE FACTOR ETF 4.3%
Value ($000) $7,960 Shares 39,729 Est. Cost $114.47 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 4.1%
Value ($000) $7,483 Shares 34,957 Est. Cost $128.03 Unrealized
IEFA ISHARES TR CORE MSCI EAFE ETF 2.5%
Value ($000) $4,526 Shares 56,463 Est. Cost $69.08 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 2.3%
Value ($000) $4,321 Shares 60,105 Est. Cost $62.03 Unrealized
ISHARES GOLD TR ISHARES 2.2%
Value ($000) $4,123 Shares 250,579 Est. Cost $18.13 Unrealized
AAPL APPLE INC COM 2.2%
Value ($000) $3,999 Shares 31,246 Est. Cost $117.01 Unrealized +6.9%
TSLA TESLA INC COM 1.8%
Value ($000) $3,255 Shares 3,992 Est. Cost $170.65 Unrealized +47.1%
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 1.3%
Value ($000) $2,363 Shares 18,973 Est. Cost $116.20 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 1.2%
Value ($000) $2,192 Shares 26,331 Est. Cost $36.31 Unrealized +84.8%
IJR ISHARES TR CORE S&P SMALL-CAP ETF 1.2%
Value ($000) $2,174 Shares 19,323 Est. Cost $91.89 Unrealized
MSFT MICROSOFT CORP COM 1.1%
Value ($000) $2,048 Shares 7,897 Est. Cost $206.04 Unrealized +8.2%
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 1.1%
Value ($000) $2,033 Shares 8,636 Est. Cost $206.76 Unrealized
INTC INTEL CORP COM 1.1%
Value ($000) $2,018 Shares 30,540 Est. Cost $44.02 Unrealized +22.9%
SCZ ISHARES TR MSCI EAFE SMALL CAP ETF 1.1%
Value ($000) $1,978 Shares 26,701 Est. Cost $71.93 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 1.0%
Value ($000) $1,894 Shares 5,877 Est. Cost $253.21 Unrealized
HD HOME DEPOT INC COM 1.0%
Value ($000) $1,871 Shares 5,394 Est. Cost $242.47 Unrealized +0.8%
BAC BANK OF AMERICA CORPORATION COM 1.0%
Value ($000) $1,863 Shares 38,863 Est. Cost $23.66 Unrealized +29.5%
IWN ISHARES TR RUSSELL 2000 VALUE ETF 1.0%
Value ($000) $1,824 Shares 11,442 Est. Cost $151.62 Unrealized
PEP PEPSICO INC COM 1.0%
Value ($000) $1,791 Shares 11,885 Est. Cost $121.24 Unrealized -2.7%
ABT ABBOTT LABS COM 0.9%
Value ($000) $1,724 Shares 14,360 Est. Cost $99.26 Unrealized +9.4%
T AT&T INC COM 0.9%
Value ($000) $1,695 Shares 48,716 Est. Cost $15.38 Unrealized +5.0%
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value ($000) $1,685 Shares 3,777 Est. Cost $308.19 Unrealized +3.7%
XYZ SQUARE INC CL A 0.9%
Value ($000) $1,650 Shares 6,459 Est. Cost $195.07 Unrealized +19.9%
JHMM JOHN HANCOCK EXCHANGE TRADED FD TR MULTIFACTOR MID CAP ETF 0.9%
Value ($000) $1,602 Shares 21,032 Est. Cost $46.24 Unrealized
MET METLIFE INC COM 0.8%
Value ($000) $1,549 Shares 18,206 Est. Cost $37.01 Unrealized +28.6%
SBUX STARBUCKS CORP COM 0.8%
Value ($000) $1,509 Shares 13,518 Est. Cost $85.15 Unrealized +10.4%
EFA ISHARES TR MSCI EAFE ETF 0.8%
Value ($000) $1,500 Shares 19,115 Est. Cost $72.96 Unrealized
ABBV ABBVIE INC COM 0.8%
Value ($000) $1,496 Shares 13,796 Est. Cost $78.94 Unrealized +12.6%
IQLT ISHARES TR MSCI INTL QUALITY FACTOR ETF 0.8%
Value ($000) $1,484 Shares 40,189 Est. Cost $35.95 Unrealized
NEE NEXTERA ENERGY INC COM 0.8%
Value ($000) $1,459 Shares 19,145 Est. Cost $65.64 Unrealized +4.8%
ROKU ROKU INC COM CL A 0.8%
Value ($000) $1,391 Shares 3,636 Est. Cost $262.32 Unrealized +49.4%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,384 Shares 266 Est. Cost $159.58 Unrealized -0.7%
MS MORGAN STANLEY COM NEW 0.7%
Value ($000) $1,315 Shares 13,822 Est. Cost $48.82 Unrealized +34.3%
ORCL ORACLE CORP COM 0.7%
Value ($000) $1,232 Shares 12,717 Est. Cost $55.83 Unrealized +8.6%
AMP AMERIPRISE FINL INC COM 0.7%
Value ($000) $1,206 Shares 3,036 Est. Cost $165.41 Unrealized +21.4%
META FACEBOOK INC CL A 0.6%
Value ($000) $1,198 Shares 4,036 Est. Cost $272.19 Unrealized -1.8%
C CITIGROUP INC COM NEW ISIN#US1729674242 0.6%
Value ($000) $1,189 Shares 12,837 Est. Cost $42.37 Unrealized +32.6%
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $1,182 Shares 15,041 Est. Cost $27.26 Unrealized +11.6%
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.6%
Value ($000) $1,172 Shares 6,987 Est. Cost $102.04 Unrealized +24.7%
XLV SELECT SECTOR SPDR TR HEALTH CARE 0.6%
Value ($000) $1,164 Shares 9,695 Est. Cost $113.80 Unrealized
TDOC TELADOC HEALTH INC COM 0.6%
Value ($000) $1,157 Shares 5,584 Est. Cost $206.79 Unrealized +12.2%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $1,142 Shares 21,181 Est. Cost $35.27 Unrealized +15.1%
Z ZILLOW GROUP INC CL C CAP STK 0.6%
Value ($000) $1,137 Shares 7,329 Est. Cost $114.47 Unrealized +29.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 0.6%
Value ($000) $1,137 Shares 4,449 Est. Cost $232.60 Unrealized
INVITAE CORP COM 0.6%
Value ($000) $1,135 Shares 27,276 Est. Cost $41.78 Unrealized
SYF SYNCHRONY FINL COM 0.6%
Value ($000) $1,074 Shares 16,213 Est. Cost $27.17 Unrealized +27.0%
IUSV ISHARES TR CORE S&P U S VALUE ETF 0.6%
Value ($000) $1,056 Shares 8,187 Est. Cost $70.94 Unrealized
CE CELANESE CORP DEL COM 0.6%
Value ($000) $1,045 Shares 3,992 Est. Cost $114.20 Unrealized +10.6%
MRK MERCK & CO INC NEW COM 0.6%
Value ($000) $1,044 Shares 13,461 Est. Cost $64.85 Unrealized -2.8%
HCA HCA HEALTHCARE INC COM 0.6%
Value ($000) $1,019 Shares 4,750 Est. Cost $139.80 Unrealized +20.9%
KWEB KRANESHARES TR CSI CHINA INTERNET ETF 0.6%
Value ($000) $1,019 Shares 13,327 Est. Cost $76.72 Unrealized
MCK MCKESSON CORP COM 0.5%
Value ($000) $1,013 Shares 2,980 Est. Cost $164.23 Unrealized +8.0%
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 0.5%
Value ($000) $1,012 Shares 7,568 Est. Cost $118.20 Unrealized +27.7%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $1,011 Shares 466 Est. Cost $83.74 Unrealized +17.6%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,007 Shares 5,515 Est. Cost $124.71 Unrealized +4.0%
EBAY EBAY INC COM 0.5%
Value ($000) $981 Shares 9,751 Est. Cost $47.13 Unrealized +12.9%
JCI JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 0.5%
Value ($000) $956 Shares 9,661 Est. Cost $41.06 Unrealized +21.7%
SEAGATE TECHNOLOGY PLC SHS ISIN#IE00B58JVZ52 0.5%
Value ($000) $946 Shares 7,446 Est. Cost $68.81 Unrealized
VV VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF 0.5%
Value ($000) $933 Shares 5,040 Est. Cost $175.59 Unrealized
SHOP SHOPIFY INC CL A ISIN#CA82509L1076 0.5%
Value ($000) $928 Shares 638 Est. Cost $104.97 Unrealized +15.1%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.5%
Value ($000) $915 Shares 3,518 Est. Cost $229.78 Unrealized
YUM YUM BRANDS INC COM 0.5%
Value ($000) $892 Shares 8,213 Est. Cost $92.76 Unrealized +4.2%
DIS DISNEY WALT CO DISNEY COM 0.5%
Value ($000) $874 Shares 3,766 Est. Cost $140.23 Unrealized +28.5%
AMGN AMGEN INC COM 0.5%
Value ($000) $858 Shares 2,847 Est. Cost $196.32 Unrealized +4.3%
ARKK ARK ETF TR INNOVATION ETF 0.5%
Value ($000) $857 Shares 6,063 Est. Cost $136.41 Unrealized
JPIN J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURN ETF 0.5%
Value ($000) $855 Shares 14,018 Est. Cost $58.92 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.5%
Value ($000) $839 Shares 12,779 Est. Cost $60.87 Unrealized
PSTG PURE STORAGE INC CL A 0.5%
Value ($000) $834 Shares 37,658 Est. Cost $19.30 Unrealized +23.2%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $828 Shares 10,202 Est. Cost $55.22 Unrealized +12.8%
LIBERTY GLOBAL PLC SHS CL C ISIN#GB00B8W67B19 0.4%
Value ($000) $821 Shares 20,112 Est. Cost $25.94 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $821 Shares 5,870 Est. Cost $65.02 Unrealized +22.4%
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 0.4%
Value ($000) $816 Shares 15,696 Est. Cost $50.68 Unrealized
ESS ESSEX PPTY TR INC COM 0.4%
Value ($000) $787 Shares 1,630 Est. Cost $205.34 Unrealized +5.9%
SPOT SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911 0.4%
Value ($000) $781 Shares 2,451 Est. Cost $283.20 Unrealized +10.1%
KRE SPDR SER TR S&P REGL BKG ETF 0.4%
Value ($000) $779 Shares 11,359 Est. Cost $62.24 Unrealized
ILF ISHARES TR LATIN AMER 40 ETF 0.4%
Value ($000) $767 Shares 27,803 Est. Cost $27.59 Unrealized
IWF ISHARES TR RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $766 Shares 3,153 Est. Cost $241.32 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $754 Shares 4,091 Est. Cost $127.53 Unrealized +10.4%
XLE SELECT SECTOR SPDR TR ENERGY 0.4%
Value ($000) $754 Shares 14,988 Est. Cost $39.13 Unrealized
EXAS EXACT SCIENCES CORP COM 0.4%
Value ($000) $752 Shares 5,205 Est. Cost $121.99 Unrealized +12.2%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.4%
Value ($000) $749 Shares 3,388 Est. Cost $194.62 Unrealized
ARKG ARK ETF TR GENOMIC REVOLUTION ETF 0.4%
Value ($000) $745 Shares 8,382 Est. Cost $92.93 Unrealized
TWLO TWILIO INC CL A 0.4%
Value ($000) $743 Shares 1,787 Est. Cost $312.48 Unrealized +19.9%
MCHI ISHARES TR MSCI CHINA ETF 0.4%
Value ($000) $724 Shares 8,527 Est. Cost $80.92 Unrealized
ADBE ADOBE SYS INC COM 0.4%
Value ($000) $719 Shares 1,094 Est. Cost $483.11 Unrealized -3.2%
KO COCA COLA COMPANY 0.4%
Value ($000) $714 Shares 12,440 Est. Cost $44.27 Unrealized -2.0%
CMI CUMMINS INC 0.4%
Value ($000) $692 Shares 1,561 Est. Cost $200.78 Unrealized +10.5%
JPST J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF 0.4%
Value ($000) $692 Shares 13,643 Est. Cost $50.75 Unrealized
INTU INTUIT INCORPORATED COM 0.4%
Value ($000) $679 Shares 1,226 Est. Cost $340.30 Unrealized +9.8%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $676 Shares 11,558 Est. Cost $43.98 Unrealized -3.9%
YUMC YUM CHINA HLDGS INC COM 0.4%
Value ($000) $663 Shares 11,000 Est. Cost $56.21 Unrealized +6.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 0.4%
Value ($000) $655 Shares 7,667 Est. Cost $70.34 Unrealized +1.8%
IDV ISHARES TR INTL SELECT DIVID ETF INDEX FD 0.3%
Value ($000) $641 Shares 20,375 Est. Cost $31.37 Unrealized
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.3%
Value ($000) $620 Shares 4,166 Est. Cost $95.08 Unrealized +7.0%
GOOGL ALPHABET INC CL A 0.3%
Value ($000) $614 Shares 116 Est. Cost $83.49 Unrealized +17.3%
AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079 0.3%
Value ($000) $614 Shares 30,709 Est. Cost $9.28 Unrealized +0.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $606 Shares 2,288 Est. Cost $228.02 Unrealized +6.5%
MXI ISHARES TR GLOBAL MATLS ETF 0.3%
Value ($000) $604 Shares 6,660 Est. Cost $82.63 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.3%
Value ($000) $598 Shares 1,471 Est. Cost $373.85 Unrealized
WU WESTERN UN CO COM 0.3%
Value ($000) $595 Shares 14,587 Est. Cost $21.89 Unrealized
WAT WATERS CORP COM 0.3%
Value ($000) $593 Shares 2,061 Est. Cost $228.26 Unrealized +19.6%
2U INC COM 0.3%
Value ($000) $588 Shares 15,046 Est. Cost $39.95 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $581 Shares 14,530 Est. Cost $28.63 Unrealized -2.1%
AXP AMERICAN EXPRESS COMPANY 0.3%
Value ($000) $580 Shares 3,989 Est. Cost $103.86 Unrealized +19.7%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.3%
Value ($000) $580 Shares 3,316 Est. Cost $59.58 Unrealized +18.8%
PRLB PROTO LABS INC COM 0.3%
Value ($000) $577 Shares 4,531 Est. Cost $141.05 Unrealized +17.9%
ROK ROCKWELL AUTOMATION INC COM FORMERLY ROCKWELL INTL CORP 0.3%
Value ($000) $567 Shares 2,104 Est. Cost $224.01 Unrealized +4.7%
NXTG FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF 0.3%
Value ($000) $566 Shares 7,752 Est. Cost $69.44 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.3%
Value ($000) $563 Shares 507 Est. Cost $630.08 Unrealized -0.8%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $560 Shares 2,466 Est. Cost $107.19 Unrealized +29.2%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $560 Shares 1,126 Est. Cost $318.96 Unrealized -6.0%
SSYS STRATASYS LTD SHS ISIN#IL0011267213 0.3%
Value ($000) $554 Shares 20,697 Est. Cost $16.05 Unrealized +114.8%
FIS FIDELITY NATL INFORMATION SVCS INC COM 0.3%
Value ($000) $541 Shares 3,008 Est. Cost $127.48 Unrealized -4.1%
APH AMPHENOL CORP NEW CL A 0.3%
Value ($000) $536 Shares 6,783 Est. Cost $29.94 Unrealized +3.6%
ARKQ ARK ETF TR AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.3%
Value ($000) $533 Shares 6,357 Est. Cost $76.49 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $525 Shares 4,593 Est. Cost $62.69 Unrealized +6.6%
CSX CSX CORP COM 0.3%
Value ($000) $515 Shares 4,704 Est. Cost $26.81 Unrealized +6.6%
EDIT EDITAS MEDICINE INC COM 0.3%
Value ($000) $502 Shares 11,553 Est. Cost $41.08 Unrealized +38.7%
IYT ISHARES TR TRANSN AVERAGE ETF FD 0.3%
Value ($000) $497 Shares 1,657 Est. Cost $220.12 Unrealized
CMCSA COMCAST CORP CL A 0.3%
Value ($000) $496 Shares 8,840 Est. Cost $42.26 Unrealized +9.2%
BIIB BIOGEN IDEC INC COM 0.3%
Value ($000) $495 Shares 1,024 Est. Cost $260.07 Unrealized +3.7%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.3%
Value ($000) $493 Shares 3,704 Est. Cost $93.41 Unrealized +5.0%
MGK VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF 0.3%
Value ($000) $489 Shares 2,362 Est. Cost $207.03 Unrealized
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $486 Shares 1,330 Est. Cost $323.35 Unrealized +5.0%
USIG ISHARES TR BROAD USD INBD ETFVT GRADE CORP BD ETF 0.3%
Value ($000) $470 Shares 7,326 Est. Cost $61.86 Unrealized
BIDU BAIDU COM INC SPONS ADR REPSTG ORD SHS CL A ISIN#US0567521085 0.3%
Value ($000) $468 Shares 1,759 Est. Cost $265.01 Unrealized
TLH ISHARES TR 10-20 YR TREAS BD ETF 0.2%
Value ($000) $461 Shares 3,296 Est. Cost $152.94 Unrealized
MELI MERCADOLIBRE INC COM 0.2%
Value ($000) $457 Shares 195 Est. Cost $1410.19 Unrealized +20.3%
TWITTER INC COM 0.2%
Value ($000) $452 Shares 6,334 Est. Cost $69.46 Unrealized
TXG 10X GENOMICS INC CL A 0.2%
Value ($000) $450 Shares 2,116 Est. Cost $172.37 Unrealized +0.2%
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $446 Shares 2,088 Est. Cost $194.24 Unrealized
ALL ALLSTATE CORP COM 0.2%
Value ($000) $440 Shares 2,372 Est. Cost $91.80 Unrealized +6.4%
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $439 Shares 6,956 Est. Cost $21.76 Unrealized +29.5%
LMBS FIRST TR LOW DURATION OPPORTUNITIES ETF 0.2%
Value ($000) $426 Shares 7,897 Est. Cost $51.37 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $423 Shares 811 Est. Cost $50.70 Unrealized +4.6%
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $419 Shares 1,564 Est. Cost $204.73 Unrealized +11.8%
V VISA INC COM CL A 0.2%
Value ($000) $418 Shares 1,884 Est. Cost $197.60 Unrealized +2.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $414 Shares 1,204 Est. Cost $168.93 Unrealized +0.5%
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 0.2%
Value ($000) $407 Shares 3,089 Est. Cost $109.00 Unrealized
CRM SALESFORCE.COM INC COM STOCK 0.2%
Value ($000) $405 Shares 1,868 Est. Cost $240.26 Unrealized -8.5%
KXI ISHARES TR GLOBAL CONSUMER STAPLES ETF 0.2%
Value ($000) $405 Shares 6,981 Est. Cost $58.24 Unrealized
STT STATE STR CORP COM 0.2%
Value ($000) $404 Shares 2,992 Est. Cost $58.24 Unrealized +13.4%
IEF ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF 0.2%
Value ($000) $402 Shares 3,458 Est. Cost $119.01 Unrealized
D DOMINION ENERGY INC COM 0.2%
Value ($000) $400 Shares 5,090 Est. Cost $63.42 Unrealized -7.8%
PD PAGERDUTY INC COM 0.2%
Value ($000) $396 Shares 8,884 Est. Cost $34.09 Unrealized +34.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $393 Shares 830 Est. Cost $462.59 Unrealized +1.8%
SNN SMITH & NEPHEW P L C SPONSORED ADR NEW 0.2%
Value ($000) $386 Shares 5,793 Est. Cost $48.10 Unrealized
IFF INTL FLAVORS & FRAGRANCES INC 0.2%
Value ($000) $384 Shares 2,151 Est. Cost $111.73 Unrealized +1.3%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $381 Shares 1,244 Est. Cost $206.72 Unrealized +21.9%
SE SEA LTD ADR ISIN#US81141R1005 0.2%
Value ($000) $378 Shares 1,357 Est. Cost $203.48 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $378 Shares 2,989 Est. Cost $97.11 Unrealized +9.6%
XLI SELECT SECTOR SPDR TR INDL 0.2%
Value ($000) $375 Shares 3,648 Est. Cost $91.68 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $363 Shares 585 Est. Cost $471.19 Unrealized
TREE LENDINGTREE INC NEW COM 0.2%
Value ($000) $361 Shares 1,525 Est. Cost $273.62 Unrealized
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $357 Shares 9,361 Est. Cost $17.58 Unrealized +1.5%
IGBH ISHARES U S ETF TR INT RATE HEDGED LONG-TERM CR BD ETF 0.2%
Value ($000) $352 Shares 13,800 Est. Cost $24.93 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.2%
Value ($000) $347 Shares 12,464 Est. Cost $10.70 Unrealized +20.7%
SERES THERAPEUTICS INC COM 0.2%
Value ($000) $346 Shares 16,820 Est. Cost $24.46 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.2%
Value ($000) $345 Shares 1,944 Est. Cost $69.92 Unrealized +14.4%
LUMN LUMEN TECHNOLOGIES INC LA COM 0.2%
Value ($000) $333 Shares 14,767 Est. Cost $10.83 Unrealized 0.0%
UBS UBS GROUP AG SHS ISIN#CH0244767585 0.2%
Value ($000) $331 Shares 9,252 Est. Cost $13.24 Unrealized +16.1%
FCX FREEPORT-MCMORAN INC CL B 0.2%
Value ($000) $325 Shares 9,617 Est. Cost $19.45 Unrealized +56.0%
VIG VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $322 Shares 2,191 Est. Cost $140.98 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.2%
Value ($000) $320 Shares 780 Est. Cost $378.03 Unrealized -2.6%
USHY ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF 0.2%
Value ($000) $320 Shares 7,746 Est. Cost $41.17 Unrealized
VEEV VEEVA SYS INC CL A COM 0.2%
Value ($000) $312 Shares 1,195 Est. Cost $279.76 Unrealized -0.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $312 Shares 872 Est. Cost $353.20 Unrealized
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $308 Shares 3,318 Est. Cost $92.58 Unrealized
ASML ASML HLDG N V N Y REGISTRY SHS NEW 2012 0.2%
Value ($000) $306 Shares 403 Est. Cost $485.89 Unrealized
PCAR PACCAR INC COM 0.2%
Value ($000) $303 Shares 2,993 Est. Cost $51.46 Unrealized +1.0%
EMB ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF 0.2%
Value ($000) $299 Shares 2,512 Est. Cost $115.57 Unrealized
DVY ISHARES TR SELECT DIVID ETF FD 0.2%
Value ($000) $291 Shares 2,556 Est. Cost $95.85 Unrealized
BEKE KE HLDGS INC SPONSORED ADS ISIN#US4824971042 0.2%
Value ($000) $290 Shares 4,784 Est. Cost $61.27 Unrealized
KR KROGER CO COM 0.2%
Value ($000) $289 Shares 4,679 Est. Cost $30.75 Unrealized +0.2%
PERSHING SQUARE TONTINE HLDGS LTD CL A 0.2%
Value ($000) $280 Shares 11,691 Est. Cost $27.71 Unrealized
ANNALY CAP MGMT INC COM 0.2%
Value ($000) $279 Shares 19,617 Est. Cost $9.37 Unrealized
BAR GRANITESHARES GOLD TR SHS BEN INT 0.1%
Value ($000) $274 Shares 15,529 Est. Cost $18.80 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $272 Shares 1,234 Est. Cost $195.62 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $271 Shares 3,167 Est. Cost $58.43 Unrealized +11.7%
ETN EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 0.1%
Value ($000) $270 Shares 1,278 Est. Cost $106.58 Unrealized +11.6%
MAS MASCO CORP COM 0.1%
Value ($000) $270 Shares 4,488 Est. Cost $50.41 Unrealized +1.4%
RF REGIONS FINL CORP NEW COM 0.1%
Value ($000) $269 Shares 7,895 Est. Cost $11.76 Unrealized +36.4%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $266 Shares 3,305 Est. Cost $23.71 Unrealized +22.6%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $265 Shares 4,960 Est. Cost $32.20 Unrealized +38.5%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.1%
Value ($000) $262 Shares 1,977 Est. Cost $130.67 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $260 Shares 380 Est. Cost $495.96 Unrealized -2.4%
JACOBS ENGR GROUP INC COM 0.1%
Value ($000) $258 Shares 2,003 Est. Cost $108.50 Unrealized
U UNITY SOFTWARE INC COM 0.1%
Value ($000) $258 Shares 2,212 Est. Cost $123.17 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $257 Shares 2,663 Est. Cost $75.68 Unrealized -0.3%
PHG KONINKLIJKE PHILIPS N V ISIN#US5004723038 0.1%
Value ($000) $256 Shares 4,327 Est. Cost $54.51 Unrealized
LQD ISHARES TR IBOXX USD INVT GRADE CORP BD ETF 0.1%
Value ($000) $256 Shares 1,933 Est. Cost $138.06 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $250 Shares 1,104 Est. Cost $193.25 Unrealized -1.0%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $249 Shares 430 Est. Cost $447.44 Unrealized +12.0%
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $249 Shares 721 Est. Cost $231.36 Unrealized +16.9%
GOVT ISHARES TR U S TREAS BD ETF 0.1%
Value ($000) $244 Shares 9,343 Est. Cost $27.16 Unrealized
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $244 Shares 6,045 Est. Cost $23.50 Unrealized +34.6%
SAM BOSTON BEER INC CL A 0.1%
Value ($000) $243 Shares 202 Est. Cost $959.73 Unrealized +9.3%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $239 Shares 284 Est. Cost $226.73 Unrealized +0.6%
IMCG ISHARES TR MORNINGSTAR MID CAP GROWTH ETF 0.1%
Value ($000) $239 Shares 317 Est. Cost $381.70 Unrealized
CDNS CADENCE DESIGN SYS INC COM 0.1%
Value ($000) $237 Shares 1,642 Est. Cost $117.30 Unrealized +14.4%
JETS ETF SER SOLUTIONS U S GLOBAL JETS ETF 0.1%
Value ($000) $234 Shares 8,501 Est. Cost $22.65 Unrealized
EQH EQUITABLE HLDGS INC COM 0.1%
Value ($000) $231 Shares 4,451 Est. Cost $20.60 Unrealized +24.0%
ALLY ALLY FINL INC COM 0.1%
Value ($000) $229 Shares 3,008 Est. Cost $25.55 Unrealized +39.1%
UNP UNION PAC CORP COM 0.1%
Value ($000) $227 Shares 1,000 Est. Cost $178.27 Unrealized +5.5%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $227 Shares 2,624 Est. Cost $71.03 Unrealized +0.6%
MOH MOLINA HEALTHCARE INC COM 0.1%
Value ($000) $226 Shares 861 Est. Cost $211.84 Unrealized +5.3%
SHY ISHARES TR 1-3 YR TREAS BD ETF 0.1%
Value ($000) $223 Shares 2,593 Est. Cost $86.34 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $219 Shares 2,579 Est. Cost $38.97 Unrealized +6.2%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.1%
Value ($000) $219 Shares 5,295 Est. Cost $31.42 Unrealized +39.3%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $219 Shares 3,742 Est. Cost $50.13 Unrealized -0.7%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.1%
Value ($000) $218 Shares 601 Est. Cost $356.50 Unrealized
SAP SAP AE SPONSORED ADR ISIN#US8030542042 0.1%
Value ($000) $215 Shares 1,678 Est. Cost $129.84 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $215 Shares 430 Est. Cost $103.99 Unrealized +1.5%
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $213 Shares 1,406 Est. Cost $143.60 Unrealized
BXP BOSTON PPTYS INC COM 0.1%
Value ($000) $213 Shares 1,219 Est. Cost $69.85 Unrealized +8.3%
FMS FRESENIUS MED CARE AKTIENGESELLSCHAFT SPONSORED ADR REPSTG SHS ISIN#US3580291066 0.1%
Value ($000) $213 Shares 5,612 Est. Cost $37.95 Unrealized
SAN BANCO SANTANDER SA ADR ISIN#US05964H1059 0.1%
Value ($000) $212 Shares 61,811 Est. Cost $3.43 Unrealized
ITUB ITAU UNIBANCO HLDG SA NS SPONSORED ADR REPSTG 500 PFD ISIN#US4655621062 0.1%
Value ($000) $211 Shares 42,669 Est. Cost $4.95 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $211 Shares 2,357 Est. Cost $82.95 Unrealized +1.9%
TER TERADYNE INC COM 0.1%
Value ($000) $209 Shares 1,724 Est. Cost $100.07 Unrealized +23.1%
BKNG BOOKING HLDGS INC COM 0.1%
Value ($000) $209 Shares 37 Est. Cost $1898.79 Unrealized +15.1%
FDX FEDEX CORP COM 0.1%
Value ($000) $206 Shares 660 Est. Cost $251.15 Unrealized -6.8%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $202 Shares 3,632 Est. Cost $30.36 Unrealized +42.7%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $202 Shares 13,447 Est. Cost $10.74 Unrealized
DHR DANAHER CORP COM 0.1%
Value ($000) $200 Shares 859 Est. Cost $196.00 Unrealized +1.4%
TGT TARGET CORP COM 0.1%
Value ($000) $200 Shares 893 Est. Cost $144.87 Unrealized +12.7%
ATNM ACTINIUM PHARMACEUTICALS INC COM NEW 0.1%
Value ($000) $186 Shares 24,420 Est. Cost $10.86 Unrealized -21.8%
IEZ ISHARES TR US OIL EQUIP & SVCS ETF 0.1%
Value ($000) $140 Shares 10,484 Est. Cost $13.35 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $55 Shares 13,000 Est. Cost $4.64 Unrealized +3.0%