Red Door Wealth Management, LLC Diversified Active

CIK: 0001783599 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 29, 2021

Total Value ($000): $257,144 (100.0% shares, 0.0% debt)

Holdings (664)

SCHX SCHWAB U.S. LARGE-CAP ETF 6.3%
Value ($000) $16,078 Shares 154,650 Est. Cost $78.63 Unrealized
AAPL APPLE 4.6%
Value ($000) $11,855 Shares 86,563 Est. Cost $97.19 Unrealized +30.1%
MSFT MICROSOFT 3.1%
Value ($000) $8,052 Shares 29,724 Est. Cost $165.22 Unrealized +48.1%
AMZN AMAZON 3.0%
Value ($000) $7,640 Shares 2,221 Est. Cost $107.94 Unrealized +54.0%
GOOG ALPHABET 2.7%
Value ($000) $7,022 Shares 2,802 Est. Cost $74.78 Unrealized +58.2%
GLD SPDR GOLD SHARES 2.6%
Value ($000) $6,792 Shares 41,012 Est. Cost $176.65 Unrealized
FDX FEDEX 2.2%
Value ($000) $5,765 Shares 19,326 Est. Cost $165.38 Unrealized +63.4%
JPM JPMORGAN CHASE 2.2%
Value ($000) $5,578 Shares 35,863 Est. Cost $110.21 Unrealized +26.8%
BRK/B BERKSHIRE HATHAWAY 2.0%
Value ($000) $5,024 Shares 18,080 Est. Cost $209.65 Unrealized +33.3%
SCHM SCHWAB U.S. MID-CAP ETF 1.8%
Value ($000) $4,601 Shares 58,795 Est. Cost $63.23 Unrealized
PHYS SPROTT PHYSICAL GOLD 1.7%
Value ($000) $4,434 Shares 316,054 Est. Cost $14.66 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 1.7%
Value ($000) $4,381 Shares 42,024 Est. Cost $76.12 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.7%
Value ($000) $4,328 Shares 57,245 Est. Cost $59.05 Unrealized
FRCB FIRST REPUBLIC 1.6%
Value ($000) $4,098 Shares 21,897 Est. Cost $114.40 Unrealized +58.8%
IVV ISHARES CORE S&P 500 ETF 1.5%
Value ($000) $3,906 Shares 9,085 Est. Cost $331.76 Unrealized
UNH UNITEDHEALTH GROUP 1.4%
Value ($000) $3,579 Shares 8,937 Est. Cost $270.91 Unrealized +36.2%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $3,431 Shares 20,832 Est. Cost $123.07 Unrealized +17.8%
PFE PFIZER 1.3%
Value ($000) $3,387 Shares 86,498 Est. Cost $27.26 Unrealized +13.7%
DIS DISNEY WALT CO COM 1.3%
Value ($000) $3,299 Shares 18,770 Est. Cost $139.88 Unrealized +25.6%
AZO AUTOZONE 1.3%
Value ($000) $3,273 Shares 2,194 Est. Cost $1053.40 Unrealized +37.6%
INTC INTEL 1.3%
Value ($000) $3,229 Shares 57,520 Est. Cost $49.99 Unrealized +7.2%
CSCO CISCO 1.3%
Value ($000) $3,223 Shares 60,823 Est. Cost $39.14 Unrealized +17.1%
MAA MID-AMERICA APARTMENTS 1.2%
Value ($000) $3,202 Shares 19,016 Est. Cost $93.54 Unrealized +45.2%
BAC BANK OF AMERICA 1.2%
Value ($000) $3,185 Shares 77,251 Est. Cost $28.15 Unrealized +29.9%
HD HOME DEPOT 1.2%
Value ($000) $3,130 Shares 9,817 Est. Cost $211.75 Unrealized +34.0%
V VISA 1.2%
Value ($000) $3,072 Shares 13,141 Est. Cost $185.70 Unrealized +19.0%
WMT WALMART 1.2%
Value ($000) $3,055 Shares 21,663 Est. Cost $39.76 Unrealized +10.2%
PG PROCTER & GAMBLE 1.2%
Value ($000) $3,035 Shares 22,494 Est. Cost $108.34 Unrealized +11.4%
AMGN AMGEN 1.2%
Value ($000) $2,982 Shares 12,236 Est. Cost $189.34 Unrealized +12.2%
IAU ISHARES GOLD TRUST 1.1%
Value ($000) $2,946 Shares 87,405 Est. Cost $33.71 Unrealized
QCOM QUALCOMM 1.1%
Value ($000) $2,814 Shares 19,692 Est. Cost $85.58 Unrealized +42.7%
PYPL PAYPAL 1.1%
Value ($000) $2,757 Shares 9,461 Est. Cost $207.16 Unrealized +27.2%
NVDA NVIDIA 1.0%
Value ($000) $2,576 Shares 3,220 Est. Cost $13.78 Unrealized +16.0%
HCA HCA 1.0%
Value ($000) $2,530 Shares 12,241 Est. Cost $136.16 Unrealized +43.8%
COST COSTCO 1.0%
Value ($000) $2,475 Shares 6,256 Est. Cost $298.73 Unrealized +20.2%
HON HONEYWELL 0.9%
Value ($000) $2,315 Shares 10,554 Est. Cost $153.03 Unrealized +25.6%
MRK MERCK & CO INC COM 0.9%
Value ($000) $2,252 Shares 28,965 Est. Cost $65.30 Unrealized -1.8%
VZ VERIZON 0.9%
Value ($000) $2,213 Shares 39,510 Est. Cost $42.52 Unrealized +2.1%
BX BLACKSTONE 0.8%
Value ($000) $2,022 Shares 20,824 Est. Cost $43.15 Unrealized +76.7%
ADBE ADOBE SYSTEMS 0.7%
Value ($000) $1,919 Shares 3,277 Est. Cost $424.78 Unrealized +21.4%
TDG TRANSDIGM GROUP 0.7%
Value ($000) $1,908 Shares 2,949 Est. Cost $446.54 Unrealized +16.8%
WM WASTE MANAGEMENT 0.7%
Value ($000) $1,833 Shares 13,086 Est. Cost $106.18 Unrealized +21.1%
QQQ INVESCO QQQ TRUST 0.7%
Value ($000) $1,812 Shares 5,114 Est. Cost $276.58 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.7%
Value ($000) $1,795 Shares 20,947 Est. Cost $74.25 Unrealized
CVX CHEVRON 0.7%
Value ($000) $1,774 Shares 16,940 Est. Cost $82.53 Unrealized +5.5%
CRM SALESFORCE 0.7%
Value ($000) $1,736 Shares 7,107 Est. Cost $234.09 Unrealized -2.7%
DAR DARLING INGREDIENTS INC COM 0.7%
Value ($000) $1,733 Shares 25,680 Est. Cost $23.07 Unrealized +205.2%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.7%
Value ($000) $1,722 Shares 9,354 Est. Cost $129.58 Unrealized
NOW SERVICENOW 0.7%
Value ($000) $1,704 Shares 3,102 Est. Cost $103.79 Unrealized -2.3%
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.6%
Value ($000) $1,669 Shares 9,153 Est. Cost $86.51 Unrealized
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF 0.6%
Value ($000) $1,570 Shares 28,889 Est. Cost $74.89 Unrealized
PLD PROLOGIS 0.6%
Value ($000) $1,507 Shares 12,607 Est. Cost $83.61 Unrealized +22.4%
PEP PEPSICO 0.6%
Value ($000) $1,472 Shares 9,937 Est. Cost $116.35 Unrealized +8.4%
LMT LOCKHEED MARTIN 0.5%
Value ($000) $1,325 Shares 3,504 Est. Cost $324.23 Unrealized +4.4%
AMT AMERICAN TOWER 0.5%
Value ($000) $1,304 Shares 4,828 Est. Cost $200.03 Unrealized +10.6%
ECL ECOLAB 0.5%
Value ($000) $1,250 Shares 6,070 Est. Cost $188.74 Unrealized +9.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,243 Shares 12,600 Est. Cost $74.67 Unrealized +12.3%
META FACEBOOK 0.4%
Value ($000) $1,157 Shares 3,329 Est. Cost $247.44 Unrealized +28.7%
SO SOUTHERN 0.4%
Value ($000) $1,069 Shares 17,671 Est. Cost $49.03 Unrealized +9.7%
T AT&T 0.4%
Value ($000) $1,019 Shares 35,414 Est. Cost $15.50 Unrealized +9.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $992 Shares 18,272 Est. Cost $35.47 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $988 Shares 26,935 Est. Cost $36.68 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $946 Shares 7,515 Est. Cost $125.88 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.3%
Value ($000) $895 Shares 44,351 Est. Cost $13.38 Unrealized +33.6%
VV VANGUARD LARGE-CAP INDEX FUND 0.3%
Value ($000) $802 Shares 3,995 Est. Cost $164.67 Unrealized
SHOP SHOPIFY 0.3%
Value ($000) $775 Shares 531 Est. Cost $85.76 Unrealized +43.7%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $762 Shares 11,611 Est. Cost $41.96 Unrealized
RNST RENASANT CORP COM 0.3%
Value ($000) $760 Shares 19,008 Est. Cost $35.29 Unrealized +20.7%
MAGELLAN MIDSTREAM 0.3%
Value ($000) $732 Shares 14,979 Est. Cost $60.18 Unrealized
MO ALTRIA 0.3%
Value ($000) $729 Shares 15,307 Est. Cost $28.83 Unrealized +17.9%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.3%
Value ($000) $719 Shares 10,525 Est. Cost $68.31 Unrealized
XOM EXXON MOBIL 0.3%
Value ($000) $714 Shares 11,330 Est. Cost $46.89 Unrealized +6.7%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.3%
Value ($000) $659 Shares 1,653 Est. Cost $398.67 Unrealized
BABA ALIBABA 0.2%
Value ($000) $640 Shares 2,823 Est. Cost $226.22 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.2%
Value ($000) $633 Shares 6,032 Est. Cost $104.94 Unrealized
LOW LOWES 0.2%
Value ($000) $620 Shares 3,199 Est. Cost $110.08 Unrealized +63.1%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $617 Shares 2,691 Est. Cost $229.28 Unrealized
GILD GILEAD 0.2%
Value ($000) $613 Shares 8,913 Est. Cost $52.05 Unrealized +7.3%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $606 Shares 25,141 Est. Cost $25.99 Unrealized
MCD MCDONALDS 0.2%
Value ($000) $566 Shares 2,452 Est. Cost $174.56 Unrealized +19.9%
GS GOLDMAN SACHS 0.2%
Value ($000) $565 Shares 1,489 Est. Cost $253.89 Unrealized +25.8%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $561 Shares 1,428 Est. Cost $300.60 Unrealized
TSLA TESLA 0.2%
Value ($000) $549 Shares 808 Est. Cost $106.77 Unrealized +103.3%
WFC WELLS FARGO 0.2%
Value ($000) $548 Shares 12,110 Est. Cost $31.33 Unrealized +27.6%
CMCSA COMCAST 0.2%
Value ($000) $546 Shares 9,584 Est. Cost $45.80 Unrealized +7.1%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.2%
Value ($000) $545 Shares 8,963 Est. Cost $58.59 Unrealized
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO 0.2%
Value ($000) $538 Shares 3,751 Est. Cost $143.43 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $531 Shares 7,953 Est. Cost $47.59 Unrealized +13.2%
ARKF ARK FINTECH INNOVATION ETF 0.2%
Value ($000) $494 Shares 9,133 Est. Cost $51.37 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $491 Shares 2,754 Est. Cost $178.29 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.2%
Value ($000) $486 Shares 5,264 Est. Cost $89.16 Unrealized
GLAXOSMITHKLINE 0.2%
Value ($000) $466 Shares 11,722 Est. Cost $46.89 Unrealized
GOOGL ALPHABET 0.2%
Value ($000) $461 Shares 189 Est. Cost $77.21 Unrealized +50.1%
ABBV ABBVIE 0.2%
Value ($000) $455 Shares 4,044 Est. Cost $70.07 Unrealized +35.2%
VDE VANGUARD ENERGY INDEX FUND 0.2%
Value ($000) $447 Shares 5,893 Est. Cost $75.85 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $441 Shares 11,180 Est. Cost $34.16 Unrealized
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $436 Shares 4,257 Est. Cost $61.09 Unrealized +33.9%
RING ISHARES MSCI GLOBAL GOLD MINERS ETF 0.2%
Value ($000) $435 Shares 15,575 Est. Cost $25.21 Unrealized
PM PHILIP MORRIS 0.2%
Value ($000) $429 Shares 4,338 Est. Cost $60.50 Unrealized +26.3%
TSM TAIWAN SEMICONDUCTOR 0.2%
Value ($000) $413 Shares 3,444 Est. Cost $119.92 Unrealized
NUE NUCOR CORP COM 0.2%
Value ($000) $409 Shares 4,268 Est. Cost $56.08 Unrealized +55.1%
AON AON PLC SHS CL A 0.2%
Value ($000) $392 Shares 1,645 Est. Cost $236.31 Unrealized 0.0%
GENERAL ELECTRIC 0.1%
Value ($000) $382 Shares 28,384 Est. Cost $13.46 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $380 Shares 3,957 Est. Cost $64.35 Unrealized +32.9%
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.1%
Value ($000) $377 Shares 1,439 Est. Cost $261.99 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.1%
Value ($000) $374 Shares 2,744 Est. Cost $77.99 Unrealized
GD GENERAL DYNAMICS 0.1%
Value ($000) $366 Shares 1,949 Est. Cost $154.70 Unrealized +10.5%
XHB SPDR S&P HOMEBUILDERS ETF 0.1%
Value ($000) $359 Shares 4,915 Est. Cost $73.04 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $356 Shares 629 Est. Cost $28.94 Unrealized +23.9%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.1%
Value ($000) $350 Shares 5,069 Est. Cost $69.05 Unrealized
RTX RAYTHEON 0.1%
Value ($000) $350 Shares 4,105 Est. Cost $55.11 Unrealized +37.4%
LAM RESEARCH CORP COM 0.1%
Value ($000) $339 Shares 522 Est. Cost $327.20 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $332 Shares 1,158 Est. Cost $188.26 Unrealized
MMM 3M 0.1%
Value ($000) $328 Shares 1,651 Est. Cost $113.74 Unrealized +23.5%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $328 Shares 2,426 Est. Cost $135.20 Unrealized
TMAT MAIN THEMATIC INNOVATION ETF 0.1%
Value ($000) $315 Shares 13,154 Est. Cost $23.95 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $304 Shares 2,214 Est. Cost $117.75 Unrealized
KO COCA COLA 0.1%
Value ($000) $302 Shares 5,591 Est. Cost $45.01 Unrealized +5.0%
DIA WALT DISNEY 0.1%
Value ($000) $296 Shares 859 Est. Cost $285.06 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.1%
Value ($000) $294 Shares 3,255 Est. Cost $72.76 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $294 Shares 2,539 Est. Cost $107.28 Unrealized 0.0%
ACTIVISION BLIZZARD 0.1%
Value ($000) $292 Shares 3,068 Est. Cost $65.81 Unrealized
UNILEVER 0.1%
Value ($000) $286 Shares 4,899 Est. Cost $56.54 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $285 Shares 3,119 Est. Cost $73.70 Unrealized 0.0%
NFLX NETFLIX 0.1%
Value ($000) $282 Shares 535 Est. Cost $51.12 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $280 Shares 406 Est. Cost $689.66 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $275 Shares 1,113 Est. Cost $193.90 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.1%
Value ($000) $275 Shares 1,462 Est. Cost $188.10 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $274 Shares 642 Est. Cost $397.02 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.1%
Value ($000) $274 Shares 20,227 Est. Cost $11.08 Unrealized +10.7%
C CITIGROUP 0.1%
Value ($000) $267 Shares 3,774 Est. Cost $62.72 Unrealized 0.0%
ACN ACCENTURE 0.1%
Value ($000) $265 Shares 902 Est. Cost $268.15 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $264 Shares 1,936 Est. Cost $139.03 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $263 Shares 169 Est. Cost $1468.10 Unrealized 0.0%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $247 Shares 613 Est. Cost $211.70 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.1%
Value ($000) $242 Shares 1,395 Est. Cost $150.65 Unrealized 0.0%
MDT MEDTRONICS 0.1%
Value ($000) $239 Shares 1,927 Est. Cost $109.50 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $236 Shares 1,444 Est. Cost $163.43 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $236 Shares 2,834 Est. Cost $70.48 Unrealized 0.0%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.1%
Value ($000) $231 Shares 3,967 Est. Cost $54.26 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $206 Shares 1,397 Est. Cost $147.46 Unrealized
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $204 Shares 7,796 Est. Cost $26.17 Unrealized
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $203 Shares 2,650 Est. Cost $76.60 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $202 Shares 1,656 Est. Cost $121.98 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $199 Shares 1,364 Est. Cost $145.89 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $197 Shares 4,459 Est. Cost $27.36 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value ($000) $196 Shares 1,632 Est. Cost $123.33 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $194 Shares 925 Est. Cost $194.12 Unrealized 0.0%
SPGI S&P GLOBAL 0.1%
Value ($000) $191 Shares 466 Est. Cost $369.84 Unrealized 0.0%
SYY SYSCO 0.1%
Value ($000) $190 Shares 2,456 Est. Cost $71.31 Unrealized 0.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $185 Shares 1,577 Est. Cost $106.13 Unrealized
RMD RESMED INC COM 0.1%
Value ($000) $183 Shares 743 Est. Cost $202.06 Unrealized 0.0%
MET METLIFE 0.1%
Value ($000) $182 Shares 3,041 Est. Cost $55.07 Unrealized 0.0%
SYK STRYKER 0.1%
Value ($000) $178 Shares 688 Est. Cost $243.53 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $176 Shares 666 Est. Cost $250.29 Unrealized 0.0%
ELV ANTHEM INC COM 0.1%
Value ($000) $169 Shares 444 Est. Cost $358.54 Unrealized 0.0%
BTI BRITISH AMERICAN TOBACCO 0.1%
Value ($000) $167 Shares 4,249 Est. Cost $39.30 Unrealized
KIE SPDR S&P INSURANCE ETF 0.1%
Value ($000) $166 Shares 4,320 Est. Cost $38.43 Unrealized
BDX BECTON DICKINSON 0.1%
Value ($000) $165 Shares 682 Est. Cost $222.12 Unrealized 0.0%
IP INTERNATIONAL PAPER 0.1%
Value ($000) $164 Shares 2,690 Est. Cost $46.63 Unrealized 0.0%
RACE FERRARI N V COM 0.1%
Value ($000) $163 Shares 792 Est. Cost $208.51 Unrealized 0.0%
HDB HDFC BANK LTD SPONSORED ADS 0.1%
Value ($000) $162 Shares 2,216 Est. Cost $73.10 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $162 Shares 847 Est. Cost $164.21 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $161 Shares 4,042 Est. Cost $28.64 Unrealized 0.0%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $159 Shares 673 Est. Cost $236.26 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.1%
Value ($000) $157 Shares 3,018 Est. Cost $52.02 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $155 Shares 112 Est. Cost $1289.73 Unrealized 0.0%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.1%
Value ($000) $154 Shares 534 Est. Cost $288.39 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.1%
Value ($000) $147 Shares 1,520 Est. Cost $96.71 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $146 Shares 2,328 Est. Cost $56.43 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $145 Shares 1,267 Est. Cost $114.44 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $145 Shares 398 Est. Cost $329.33 Unrealized 0.0%
RBLX ROBLOX CORP CL A 0.1%
Value ($000) $144 Shares 1,609 Est. Cost $80.30 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $142 Shares 2,497 Est. Cost $47.72 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $139 Shares 905 Est. Cost $138.58 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $137 Shares 887 Est. Cost $154.45 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $136 Shares 476 Est. Cost $249.16 Unrealized 0.0%
CMP COMPASS MINERALS 0.1%
Value ($000) $134 Shares 2,265 Est. Cost $62.42 Unrealized 0.0%
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.1%
Value ($000) $134 Shares 2,117 Est. Cost $63.30 Unrealized
SWK STANLEY BLACK & DECKER 0.1%
Value ($000) $133 Shares 650 Est. Cost $176.65 Unrealized 0.0%
DISH NETWORK CORPORATION CL A 0.1%
Value ($000) $129 Shares 3,097 Est. Cost $41.65 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $127 Shares 1,818 Est. Cost $70.28 Unrealized 0.0%
VTR VENTAS INC COM 0.0%
Value ($000) $126 Shares 2,222 Est. Cost $47.45 Unrealized 0.0%
CMI CUMMINS 0.0%
Value ($000) $124 Shares 509 Est. Cost $228.30 Unrealized 0.0%
CAT CATERPILLAR 0.0%
Value ($000) $124 Shares 572 Est. Cost $211.85 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $123 Shares 1,178 Est. Cost $100.79 Unrealized
UPS UPS 0.0%
Value ($000) $123 Shares 594 Est. Cost $164.16 Unrealized 0.0%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $122 Shares 240 Est. Cost $468.62 Unrealized 0.0%
ORCL ORACLE 0.0%
Value ($000) $121 Shares 1,555 Est. Cost $73.60 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $120 Shares 1,024 Est. Cost $117.19 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $119 Shares 580 Est. Cost $193.27 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $118 Shares 532 Est. Cost $212.27 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $116 Shares 703 Est. Cost $147.87 Unrealized 0.0%
GM GENERAL MOTORS 0.0%
Value ($000) $114 Shares 1,935 Est. Cost $56.71 Unrealized 0.0%
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $113 Shares 1,899 Est. Cost $59.51 Unrealized
SBUX STARBUCKS 0.0%
Value ($000) $112 Shares 1,007 Est. Cost $101.66 Unrealized 0.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $111 Shares 1,074 Est. Cost $100.04 Unrealized
LLY ELI LILLY 0.0%
Value ($000) $110 Shares 481 Est. Cost $191.90 Unrealized 0.0%
F FORD 0.0%
Value ($000) $103 Shares 6,956 Est. Cost $10.09 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE 0.0%
Value ($000) $103 Shares 583 Est. Cost $177.53 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $98 Shares 428 Est. Cost $233.78 Unrealized 0.0%
IBM IBM 0.0%
Value ($000) $96 Shares 661 Est. Cost $113.44 Unrealized 0.0%
COP CONOCOPHILLPS 0.0%
Value ($000) $94 Shares 1,552 Est. Cost $47.19 Unrealized 0.0%
MCY MERCURY GENL CORP NEW COM 0.0%
Value ($000) $94 Shares 1,450 Est. Cost $63.37 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $92 Shares 128 Est. Cost $673.16 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $92 Shares 693 Est. Cost $112.39 Unrealized 0.0%
BIDU BAIDU 0.0%
Value ($000) $90 Shares 446 Est. Cost $201.79 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $89 Shares 1,572 Est. Cost $52.20 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $88 Shares 3,351 Est. Cost $26.26 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $86 Shares 401 Est. Cost $195.56 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $86 Shares 1,077 Est. Cost $75.68 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $84 Shares 570 Est. Cost $133.92 Unrealized 0.0%
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $83 Shares 448 Est. Cost $33.93 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $83 Shares 165 Est. Cost $466.00 Unrealized 0.0%
DUKE REALTY 0.0%
Value ($000) $82 Shares 1,741 Est. Cost $47.10 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $79 Shares 375 Est. Cost $183.22 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $76 Shares 925 Est. Cost $67.92 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $74 Shares 1,062 Est. Cost $57.72 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $73 Shares 203 Est. Cost $333.78 Unrealized 0.0%
PIMCO DYNAMIC CR INCOME FD COM SHS 0.0%
Value ($000) $73 Shares 3,272 Est. Cost $22.31 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $72 Shares 1,409 Est. Cost $51.10 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $72 Shares 3,095 Est. Cost $23.26 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $72 Shares 2,412 Est. Cost $26.93 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $72 Shares 1,385 Est. Cost $51.99 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $70 Shares 469 Est. Cost $149.25 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $70 Shares 314 Est. Cost $222.93 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX 0.0%
Value ($000) $70 Shares 822 Est. Cost $85.16 Unrealized
CONSOL ENERGY 0.0%
Value ($000) $70 Shares 3,819 Est. Cost $18.33 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $69 Shares 626 Est. Cost $110.22 Unrealized
MA MASTERCARD 0.0%
Value ($000) $69 Shares 189 Est. Cost $362.28 Unrealized 0.0%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $67 Shares 390 Est. Cost $171.79 Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $67 Shares 327 Est. Cost $215.79 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $67 Shares 1,062 Est. Cost $51.06 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $66 Shares 897 Est. Cost $67.25 Unrealized 0.0%
ROYAL DUTCH SELL 0.0%
Value ($000) $66 Shares 1,634 Est. Cost $40.39 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $65 Shares 1,190 Est. Cost $54.62 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $64 Shares 960 Est. Cost $51.83 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $62 Shares 535 Est. Cost $115.89 Unrealized
MDLZ MONDELEZ 0.0%
Value ($000) $62 Shares 1,004 Est. Cost $54.62 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $61 Shares 724 Est. Cost $72.72 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $60 Shares 1,014 Est. Cost $59.17 Unrealized
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $60 Shares 332 Est. Cost $180.72 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $59 Shares 2,815 Est. Cost $22.62 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $58 Shares 1,060 Est. Cost $47.05 Unrealized 0.0%
NVS NOVARTIS 0.0%
Value ($000) $57 Shares 634 Est. Cost $89.91 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $57 Shares 1,124 Est. Cost $56.82 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $57 Shares 557 Est. Cost $77.96 Unrealized 0.0%
BLACKROCK 0.0%
Value ($000) $57 Shares 66 Est. Cost $863.64 Unrealized
DAL DELTA 0.0%
Value ($000) $56 Shares 1,312 Est. Cost $45.04 Unrealized 0.0%
PINNACLE FINANCIAL PARTNERS 0.0%
Value ($000) $56 Shares 639 Est. Cost $87.64 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $55 Shares 750 Est. Cost $62.68 Unrealized 0.0%
NUANCE COMMUNICATIONS INC COM 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $54.00 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $54 Shares 1,065 Est. Cost $50.70 Unrealized
CARR CARRIER 0.0%
Value ($000) $53 Shares 1,092 Est. Cost $41.98 Unrealized 0.0%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $52 Shares 57 Est. Cost $280.54 Unrealized 0.0%
UMH UMH PPTYS INC COM 0.0%
Value ($000) $51 Shares 2,369 Est. Cost $21.53 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $51 Shares 935 Est. Cost $54.55 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $51 Shares 2,762 Est. Cost $18.46 Unrealized
TGT TARGET 0.0%
Value ($000) $50 Shares 207 Est. Cost $191.53 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $48 Shares 200 Est. Cost $230.90 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $48 Shares 594 Est. Cost $69.83 Unrealized 0.0%
AVGO BROADCOM 0.0%
Value ($000) $47 Shares 99 Est. Cost $42.05 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $47 Shares 150 Est. Cost $282.88 Unrealized 0.0%
GIS GENERAL MILLS 0.0%
Value ($000) $47 Shares 782 Est. Cost $52.90 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $47 Shares 880 Est. Cost $49.03 Unrealized 0.0%
BA BOEING 0.0%
Value ($000) $47 Shares 197 Est. Cost $241.76 Unrealized 0.0%
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $46 Shares 332 Est. Cost $138.55 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $46 Shares 255 Est. Cost $180.39 Unrealized
OTIS OTIS 0.0%
Value ($000) $46 Shares 568 Est. Cost $71.71 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $46 Shares 358 Est. Cost $113.87 Unrealized 0.0%
PENN PENN NATIONAL GAMING 0.0%
Value ($000) $46 Shares 610 Est. Cost $86.12 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $45 Shares 246 Est. Cost $166.50 Unrealized 0.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $44 Shares 840 Est. Cost $52.38 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $43 Shares 1,100 Est. Cost $39.09 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.0%
Value ($000) $42 Shares 535 Est. Cost $78.50 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $41 Shares 215 Est. Cost $190.70 Unrealized
AES AES CORP COM 0.0%
Value ($000) $41 Shares 1,582 Est. Cost $22.19 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $40 Shares 251 Est. Cost $159.36 Unrealized
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $40 Shares 797 Est. Cost $50.19 Unrealized
WIX WIX COM LTD SHS 0.0%
Value ($000) $40 Shares 138 Est. Cost $280.45 Unrealized 0.0%
TER TERADYNE INC COM 0.0%
Value ($000) $39 Shares 293 Est. Cost $125.54 Unrealized 0.0%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $39 Shares 608 Est. Cost $50.54 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $38 Shares 193 Est. Cost $151.44 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $37 Shares 905 Est. Cost $38.31 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $36 Shares 279 Est. Cost $129.03 Unrealized
WALGREENS 0.0%
Value ($000) $35 Shares 669 Est. Cost $52.32 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $35 Shares 152 Est. Cost $178.71 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $35 Shares 164 Est. Cost $188.81 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $35 Shares 304 Est. Cost $101.52 Unrealized 0.0%
TWLO TWILIO 0.0%
Value ($000) $34 Shares 88 Est. Cost $347.16 Unrealized 0.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $34 Shares 750 Est. Cost $45.33 Unrealized
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $34 Shares 484 Est. Cost $70.25 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $33 Shares 131 Est. Cost $251.91 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $33 Shares 342 Est. Cost $96.49 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $33 Shares 647 Est. Cost $51.00 Unrealized
GRAN TIERRA ENERGY INC COM 0.0%
Value ($000) $33 Shares 44,852 Est. Cost $1.12 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $33 Shares 453 Est. Cost $72.85 Unrealized
THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $33 Shares 337 Est. Cost $97.92 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $32 Shares 386 Est. Cost $82.36 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $32 Shares 168 Est. Cost $150.03 Unrealized 0.0%
MCK MCKESSON 0.0%
Value ($000) $32 Shares 168 Est. Cost $188.10 Unrealized 0.0%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $31 Shares 490 Est. Cost $63.27 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $31 Shares 262 Est. Cost $108.32 Unrealized 0.0%
NIO NIO 0.0%
Value ($000) $31 Shares 585 Est. Cost $52.99 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $31 Shares 413 Est. Cost $30.58 Unrealized 0.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $30 Shares 274 Est. Cost $109.49 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $30 Shares 669 Est. Cost $38.79 Unrealized 0.0%
WWD WOODWARD INC COM 0.0%
Value ($000) $28 Shares 235 Est. Cost $119.42 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $28 Shares 54 Est. Cost $454.06 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $27 Shares 325 Est. Cost $70.57 Unrealized 0.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $27 Shares 4,170 Est. Cost $6.47 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $27 Shares 110 Est. Cost $215.19 Unrealized 0.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $27 Shares 600 Est. Cost $46.41 Unrealized 0.0%
BANCORPSOUTH BK TUPELO MISS COM 0.0%
Value ($000) $27 Shares 969 Est. Cost $27.86 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $26 Shares 283 Est. Cost $91.87 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $26 Shares 361 Est. Cost $66.61 Unrealized 0.0%
DOCU DOCUSIGN 0.0%
Value ($000) $26 Shares 96 Est. Cost $223.60 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $26 Shares 140 Est. Cost $156.58 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $26 Shares 853 Est. Cost $25.29 Unrealized 0.0%
UGI UGI CORP NEW COM 0.0%
Value ($000) $26 Shares 571 Est. Cost $44.99 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $26 Shares 169 Est. Cost $153.85 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $26 Shares 500 Est. Cost $48.62 Unrealized 0.0%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $26 Shares 935 Est. Cost $27.81 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $26 Shares 266 Est. Cost $97.74 Unrealized
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $25 Shares 1,353 Est. Cost $18.48 Unrealized
PTC PTC INC COM 0.0%
Value ($000) $25 Shares 184 Est. Cost $136.72 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $25 Shares 93 Est. Cost $268.82 Unrealized
PUK PRUDENTIAL PLC ADR 0.0%
Value ($000) $25 Shares 658 Est. Cost $37.99 Unrealized
VNET 21VIANET GROUP INC SPONSORED ADS A 0.0%
Value ($000) $25 Shares 1,118 Est. Cost $22.36 Unrealized
INCY INCYTE CORP COM 0.0%
Value ($000) $25 Shares 309 Est. Cost $83.39 Unrealized 0.0%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $25 Shares 963 Est. Cost $25.96 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $25 Shares 82 Est. Cost $291.08 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $24 Shares 341 Est. Cost $66.51 Unrealized 0.0%
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $24 Shares 264 Est. Cost $90.91 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $24 Shares 225 Est. Cost $88.28 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $24 Shares 50 Est. Cost $480.00 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $24 Shares 750 Est. Cost $30.96 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $24 Shares 339 Est. Cost $70.80 Unrealized
WYNN WYNN RESORTS 0.0%
Value ($000) $24 Shares 200 Est. Cost $123.75 Unrealized 0.0%
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $24 Shares 96 Est. Cost $250.00 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $23 Shares 703 Est. Cost $32.72 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $23 Shares 114 Est. Cost $184.29 Unrealized 0.0%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $23 Shares 686 Est. Cost $33.53 Unrealized
KKR KKR 0.0%
Value ($000) $23 Shares 392 Est. Cost $53.34 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $22 Shares 599 Est. Cost $36.53 Unrealized 0.0%
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $22 Shares 1,850 Est. Cost $11.89 Unrealized
NKE NIKE 0.0%
Value ($000) $22 Shares 145 Est. Cost $125.67 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $22 Shares 278 Est. Cost $68.98 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $21 Shares 150 Est. Cost $121.23 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $20 Shares 195 Est. Cost $100.93 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $20 Shares 128 Est. Cost $155.74 Unrealized 0.0%
KMX CARMAX INC COM 0.0%
Value ($000) $20 Shares 162 Est. Cost $123.63 Unrealized 0.0%
TGNA TEGNA INC COM 0.0%
Value ($000) $20 Shares 1,100 Est. Cost $19.63 Unrealized 0.0%
FHN FIRST HORIZON 0.0%
Value ($000) $20 Shares 1,164 Est. Cost $15.41 Unrealized 0.0%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $20 Shares 339 Est. Cost $50.24 Unrealized 0.0%
SAP SAP SE SPON ADR 0.0%
Value ($000) $20 Shares 148 Est. Cost $135.14 Unrealized
VLO VALERO 0.0%
Value ($000) $20 Shares 261 Est. Cost $65.99 Unrealized 0.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $20 Shares 296 Est. Cost $69.96 Unrealized 0.0%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
UAL UNITED AIRLINES 0.0%
Value ($000) $20 Shares 400 Est. Cost $55.46 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $19 Shares 240 Est. Cost $86.45 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $19 Shares 153 Est. Cost $115.30 Unrealized 0.0%
JTKWY JUST EAT TAKEAWAY COM N V SPONSORED ADS 0.0%
Value ($000) $19 Shares 1,050 Est. Cost $18.10 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $19 Shares 389 Est. Cost $48.84 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $19 Shares 964 Est. Cost $19.71 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $18 Shares 63 Est. Cost $260.73 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $18 Shares 141 Est. Cost $31.00 Unrealized 0.0%
DOO BRP INC COM SUN VTG 0.0%
Value ($000) $18 Shares 242 Est. Cost $81.20 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $18 Shares 207 Est. Cost $89.63 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $18 Shares 443 Est. Cost $42.07 Unrealized 0.0%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $18 Shares 150 Est. Cost $112.78 Unrealized 0.0%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $18 Shares 84 Est. Cost $214.29 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $90.00 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $18 Shares 184 Est. Cost $97.83 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $18 Shares 58 Est. Cost $280.45 Unrealized 0.0%
BBD BANCO BRADESCO S A SP ADR PFD NEW 0.0%
Value ($000) $17 Shares 3,481 Est. Cost $4.88 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $17 Shares 593 Est. Cost $27.18 Unrealized 0.0%
ADSK AUTODESK 0.0%
Value ($000) $17 Shares 60 Est. Cost $285.27 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $17 Shares 220 Est. Cost $77.27 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $17 Shares 731 Est. Cost $24.18 Unrealized 0.0%
SPINNAKER ETF SERIES CANNABIS ETF 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
CAE CAE INC COM 0.0%
Value ($000) $17 Shares 567 Est. Cost $30.59 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $17 Shares 150 Est. Cost $113.33 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $17 Shares 239 Est. Cost $65.18 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $17 Shares 375 Est. Cost $46.92 Unrealized 0.0%
BRIGHT HEALTH GROUP INC COM 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $16 Shares 61 Est. Cost $262.30 Unrealized
EATON VANCE TAX MNGED BUY WRIT COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $16 Shares 567 Est. Cost $28.22 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $16 Shares 399 Est. Cost $34.67 Unrealized 0.0%
XYZ SQUARE 0.0%
Value ($000) $16 Shares 67 Est. Cost $231.94 Unrealized 0.0%
WU WESTERN UNION 0.0%
Value ($000) $16 Shares 725 Est. Cost $22.07 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $16 Shares 98 Est. Cost $146.53 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $15 Shares 149 Est. Cost $100.67 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $15 Shares 208 Est. Cost $72.12 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $15 Shares 108 Est. Cost $134.67 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $15 Shares 261 Est. Cost $55.76 Unrealized 0.0%
BARRICK GOLD CORP COM 0.0%
Value ($000) $14 Shares 700 Est. Cost $20.00 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $14 Shares 86 Est. Cost $172.26 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $14 Shares 95 Est. Cost $141.30 Unrealized 0.0%
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.0%
Value ($000) $14 Shares 197 Est. Cost $71.07 Unrealized
MKL MARKEL 0.0%
Value ($000) $14 Shares 12 Est. Cost $1198.75 Unrealized 0.0%
JBI JANUS INTERNATIONAL GROUP INC COMMON STOCK 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $13.32 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $14 Shares 137 Est. Cost $102.19 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $14 Shares 213 Est. Cost $59.92 Unrealized 0.0%
CRNC CERENCE INC COM 0.0%
Value ($000) $13 Shares 125 Est. Cost $98.41 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 197 Est. Cost $65.99 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $13 Shares 312 Est. Cost $39.42 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 28 Est. Cost $429.90 Unrealized 0.0%
BLACK KNIGHT INC COM 0.0%
Value ($000) $13 Shares 176 Est. Cost $73.86 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 29 Est. Cost $424.94 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $106.45 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 108 Est. Cost $111.11 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $12 Shares 101 Est. Cost $110.75 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $12 Shares 249 Est. Cost $48.19 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $12 Shares 572 Est. Cost $20.98 Unrealized
KMI KINDER MORGAN 0.0%
Value ($000) $12 Shares 712 Est. Cost $13.72 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $12 Shares 80 Est. Cost $156.89 Unrealized 0.0%
BEKE KE HLDGS INC SPONSORED ADS 0.0%
Value ($000) $11 Shares 246 Est. Cost $44.72 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $11 Shares 415 Est. Cost $26.51 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $11 Shares 111 Est. Cost $90.32 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $156.34 Unrealized 0.0%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $11 Shares 364 Est. Cost $30.22 Unrealized
BUD ANHEUSER BUSCH INBEV 0.0%
Value ($000) $11 Shares 163 Est. Cost $67.48 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $11 Shares 124 Est. Cost $88.71 Unrealized
VRSN VERISIGN 0.0%
Value ($000) $11 Shares 51 Est. Cost $215.84 Unrealized 0.0%
HOLLY ENERGY 0.0%
Value ($000) $11 Shares 496 Est. Cost $22.18 Unrealized
INTU INTUIT 0.0%
Value ($000) $11 Shares 24 Est. Cost $421.44 Unrealized 0.0%
WMG WARNER MUSIC GROUP CORP COM CL A 0.0%
Value ($000) $10 Shares 305 Est. Cost $32.30 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $10 Shares 118 Est. Cost $85.36 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $10 Shares 45 Est. Cost $205.01 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $10 Shares 30 Est. Cost $333.33 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $10 Shares 33 Est. Cost $318.68 Unrealized 0.0%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $10 Shares 53 Est. Cost $207.17 Unrealized 0.0%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $10 Shares 22 Est. Cost $399.22 Unrealized 0.0%
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $10 Shares 95 Est. Cost $102.30 Unrealized 0.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $10 Shares 230 Est. Cost $43.48 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $10 Shares 78 Est. Cost $128.21 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $10 Shares 242 Est. Cost $34.99 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $10 Shares 34 Est. Cost $294.12 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $10 Shares 124 Est. Cost $80.65 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $10 Shares 119 Est. Cost $85.74 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $10 Shares 97 Est. Cost $103.95 Unrealized 0.0%
CNX CNX RES CORP COM 0.0%
Value ($000) $10 Shares 800 Est. Cost $13.99 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $10 Shares 69 Est. Cost $69.15 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $10 Shares 55 Est. Cost $158.69 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $9 Shares 208 Est. Cost $43.90 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $9 Shares 480 Est. Cost $17.28 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 63 Est. Cost $132.25 Unrealized 0.0%
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.0%
Value ($000) $9 Shares 38 Est. Cost $236.84 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $9 Shares 59 Est. Cost $155.25 Unrealized 0.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $9 Shares 88 Est. Cost $102.27 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $9 Shares 15 Est. Cost $552.18 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $9 Shares 21 Est. Cost $353.72 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $9 Shares 166 Est. Cost $47.17 Unrealized 0.0%
TRU TRANSUNION COM 0.0%
Value ($000) $9 Shares 83 Est. Cost $101.80 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $51.92 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $8 Shares 173 Est. Cost $23.29 Unrealized 0.0%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $8 Shares 157 Est. Cost $50.96 Unrealized
UNP UNION PACIFIC 0.0%
Value ($000) $8 Shares 38 Est. Cost $200.38 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $58.86 Unrealized 0.0%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $8 Shares 72 Est. Cost $125.60 Unrealized 0.0%
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $8 Shares 19 Est. Cost $410.17 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $8 Shares 349 Est. Cost $21.80 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $8 Shares 56 Est. Cost $146.80 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $8 Shares 34 Est. Cost $218.76 Unrealized 0.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $8 Shares 112 Est. Cost $71.43 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 215 Est. Cost $37.21 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $8 Shares 340 Est. Cost $23.53 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $8 Shares 705 Est. Cost $9.83 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $8 Shares 224 Est. Cost $33.48 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $8 Shares 159 Est. Cost $49.88 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $42.23 Unrealized 0.0%
LINDE 0.0%
Value ($000) $8 Shares 28 Est. Cost $285.71 Unrealized
GT GRAN TIERRA ENERGY 0.0%
Value ($000) $8 Shares 500 Est. Cost $18.42 Unrealized 0.0%
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $8 Shares 217 Est. Cost $35.75 Unrealized 0.0%
DLR DIGITAL REALTY 0.0%
Value ($000) $8 Shares 58 Est. Cost $128.42 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $8 Shares 138 Est. Cost $52.85 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $85.65 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $8 Shares 223 Est. Cost $37.65 Unrealized 0.0%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $7 Shares 32 Est. Cost $218.75 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $7 Shares 448 Est. Cost $15.63 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $67.37 Unrealized 0.0%
SLGN SILGAN HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 185 Est. Cost $42.43 Unrealized 0.0%
SK TELECOM LTD SPONSORED ADR 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
NCINO INC COM 0.0%
Value ($000) $7 Shares 130 Est. Cost $53.85 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $7 Shares 250 Est. Cost $30.14 Unrealized 0.0%
NI NISOURCE INC COM 0.0%
Value ($000) $7 Shares 313 Est. Cost $21.80 Unrealized 0.0%
NGL NGL ENERGY PARTNERS LP COM UNIT REPST 0.0%
Value ($000) $7 Shares 2,950 Est. Cost $2.37 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $7 Shares 113 Est. Cost $61.95 Unrealized
AJAX I COM 0.0%
Value ($000) $7 Shares 757 Est. Cost $9.25 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $7 Shares 110 Est. Cost $58.93 Unrealized 0.0%
GDS GDS HLDGS LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 97 Est. Cost $72.16 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $7 Shares 17 Est. Cost $420.23 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $346.07 Unrealized 0.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $7 Shares 125 Est. Cost $51.87 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $320.24 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $6 Shares 79 Est. Cost $80.71 Unrealized 0.0%
ZM ZOOM 0.0%
Value ($000) $6 Shares 18 Est. Cost $333.04 Unrealized 0.0%
VRSK VERISK ANALYTICS 0.0%
Value ($000) $6 Shares 39 Est. Cost $172.13 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $176.27 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 116 Est. Cost $51.72 Unrealized
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $6 Shares 131 Est. Cost $45.80 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $6 Shares 53 Est. Cost $96.29 Unrealized 0.0%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.0%
Value ($000) $6 Shares 188 Est. Cost $31.91 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF 0.0%
Value ($000) $6 Shares 207 Est. Cost $28.99 Unrealized
FBK FB FINL CORP COM 0.0%
Value ($000) $6 Shares 161 Est. Cost $38.61 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $262.94 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $5 Shares 75 Est. Cost $60.02 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $5 Shares 53 Est. Cost $88.49 Unrealized 0.0%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $5 Shares 122 Est. Cost $40.98 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $116.26 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $5 Shares 125 Est. Cost $33.82 Unrealized 0.0%
WESTROCK CO COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
HOWARD HUGHES CORP COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.15 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $142.04 Unrealized 0.0%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
INSEEGO CORP COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
CQQQ INVESCO CHINA TECHNOLOGY ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $5 Shares 412 Est. Cost $12.39 Unrealized 0.0%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $4 Shares 54 Est. Cost $79.84 Unrealized 0.0%
APA APACHE 0.0%
Value ($000) $4 Shares 225 Est. Cost $18.04 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $118.36 Unrealized 0.0%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
SLACK 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
AIG AIG 0.0%
Value ($000) $4 Shares 90 Est. Cost $44.47 Unrealized 0.0%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $4 Shares 315 Est. Cost $12.70 Unrealized
CSWC CAPITAL SOUTHWEST CORP COM 0.0%
Value ($000) $4 Shares 182 Est. Cost $14.44 Unrealized 0.0%
SUMMIT MATLS INC CL A 0.0%
Value ($000) $4 Shares 115 Est. Cost $34.78 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 76 Est. Cost $52.63 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $157.42 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $3 Shares 83 Est. Cost $36.14 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $3 Shares 128 Est. Cost $24.28 Unrealized 0.0%
PLX PROTALIX BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $3.44 Unrealized 0.0%
TEX TEREX CORP NEW COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $48.57 Unrealized 0.0%
KSS KOHLS CORP COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $57.50 Unrealized 0.0%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $3 Shares 30 Est. Cost $121.69 Unrealized 0.0%
XILINX INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $145.10 Unrealized 0.0%
COUR COURSERA INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $43.01 Unrealized 0.0%
BMBL BUMBLE INC COM CL A 0.0%
Value ($000) $3 Shares 60 Est. Cost $52.77 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $3 Shares 92 Est. Cost $30.81 Unrealized 0.0%
IHS MARKIT LTD SHS 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $3 Shares 123 Est. Cost $27.77 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $43.85 Unrealized 0.0%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $3 Shares 88 Est. Cost $34.09 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $149.59 Unrealized 0.0%
TFIN TRIUMPH BANCORP INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $85.19 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $327.93 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.39 Unrealized
NIKOLA 0.0%
Value ($000) $2 Shares 130 Est. Cost $15.38 Unrealized
ONCY ONCOLYTICS BIOTECH INC COM NEW 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.06 Unrealized 0.0%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $146.68 Unrealized 0.0%
CCL CARNIVAL 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.00 Unrealized 0.0%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $2 Shares 128 Est. Cost $15.63 Unrealized
CHANNELADVISOR CORP COM 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.22 Unrealized
BF/B BROWN FORMAN B 0.0%
Value ($000) $2 Shares 33 Est. Cost $69.34 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.75 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.36 Unrealized 0.0%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $45.50 Unrealized 0.0%
KW KENNEDY-WILSON HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 134 Est. Cost $20.20 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.11 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $2 Shares 13 Est. Cost $48.51 Unrealized 0.0%
MERITOR INC COM 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.20 Unrealized
FLEXION THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
ACAD ACADIA PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.57 Unrealized 0.0%
COLFAX CORP COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
VXRT VAXART INC COM NEW 0.0%
Value ($000) $2 Shares 395 Est. Cost $6.98 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $96.03 Unrealized 0.0%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.79 Unrealized 0.0%
BCE BCE INC COM NEW 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.06 Unrealized 0.0%
IPOS RENAISSANCE INTERNATIONAL IPO ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
ATERIAN INC COM 0.0%
Value ($000) $1 Shares 88 Est. Cost $11.36 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $1 Shares 30 Est. Cost $48.65 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 88 Est. Cost $11.87 Unrealized 0.0%
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 61 Est. Cost $20.84 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $83.35 Unrealized 0.0%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
THO THOR INDS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $115.44 Unrealized 0.0%
BWX SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
VYX NCR CORP NEW COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $27.67 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $70.29 Unrealized 0.0%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
KOS KOSMOS ENERGY LTD COM 0.0%
Value ($000) $1 Shares 406 Est. Cost $3.10 Unrealized 0.0%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
MARATHON OIL 0.0%
Value ($000) $1 Shares 92 Est. Cost $10.87 Unrealized
TEEKAY CORPORATION COM 0.0%
Value ($000) $1 Shares 355 Est. Cost $2.82 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
Y-MABS THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
AI POWERED INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
PAWZ PROSHARES PET CARE ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.36 Unrealized 0.0%
FLEXSHARES REAL ASSETS ALLOCATION INDEX FUND 0.0%
Value ($000) $1 Shares 47 Est. Cost $21.28 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $8.27 Unrealized 0.0%
FISKER INC CL A COM STK 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $46.98 Unrealized 0.0%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
FDNI FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
CNNE CANNAE HLDGS INC COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $35.49 Unrealized 0.0%
CGNX COGNEX CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $78.52 Unrealized 0.0%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $73.43 Unrealized 0.0%
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.43 Unrealized 0.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
COCRYSTAL PHARMA INC COM 0.0%
Value ($000) $0 Shares 330 Est. Cost Unrealized
LORAL SPACE & COM INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $52.04 Unrealized 0.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $229.72 Unrealized 0.0%
LUMBER LIQUIDATORS HLDGS INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $286.30 Unrealized 0.0%
THERAPEUTICSMD INC COM 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
STREAMLINE HEALTH SOLUTIONS IN COM 0.0%
Value ($000) $0 Shares 225 Est. Cost Unrealized
GLOBAL X TELEMEDICINE & DIGITAL HEALTH ETF 0.0%
Value ($000) $0 Shares 44 Est. Cost Unrealized
GERN GERON CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.45 Unrealized 0.0%
GENIUS BRANDS INTL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $43.80 Unrealized 0.0%
HITI HIGH TIDE INC COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $8.01 Unrealized 0.0%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
JOHN HANCOCK MULTIFACTOR MEDIA AND COMMUNICATIONS ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $20.60 Unrealized 0.0%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $0 Shares 11 Est. Cost $46.77 Unrealized 0.0%
NAKED BRAND GROUP LIMITED SHS NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SHARECARE INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.53 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
VAL/WS VALARIS LIMITED WT EXP 042928 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DFIN DONNELLEY FINL SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $29.79 Unrealized 0.0%
PEJ INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
DUSA DAVIS SELECT U.S. EQUITY ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
SCPE SC HEALTH CORP COM CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
VIEW INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
BIIB BIOGEN 0.0%
Value ($000) $0 Shares 2 Est. Cost $302.94 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $161.70 Unrealized 0.0%
VC VISTEON CORP COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $119.61 Unrealized 0.0%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $32.35 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.07 Unrealized 0.0%
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
IBIO INC COM NEW 0.0%
Value ($000) $0 Shares 325 Est. Cost Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $0 Shares 41 Est. Cost Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized