Darwin Wealth Management, LLC Diversified Active

CIK: 0001663224 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 27, 2021

Total Value ($000): $625,386 (100.0% shares, 0.0% debt)

Holdings (170)

QQQ INVESCO QQQ TRUST 9.2%
Value ($000) $57,461 Shares 160,523 Est. Cost $299.01 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 7.6%
Value ($000) $47,515 Shares 202,366 Est. Cost $157.42 Unrealized
SGOL ABERDEEN STANDARD GOLD ETF 5.0%
Value ($000) $31,128 Shares 1,847,358 Est. Cost $16.80 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 4.9%
Value ($000) $30,820 Shares 206,404 Est. Cost $130.25 Unrealized
AFIF ANFIELD UNIVERSAL FIXED INCOME ETF 4.2%
Value ($000) $26,044 Shares 2,704,418 Est. Cost $9.74 Unrealized
FIXD FIRST TRUST TCWOPPORTUNISTIC FXD INC ETF 3.8%
Value ($000) $23,709 Shares 442,753 Est. Cost $54.94 Unrealized
UCON FIRST TRUST TCW UNCONSTRAINED PLS BD ETF 3.7%
Value ($000) $23,076 Shares 868,186 Est. Cost $26.21 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 3.5%
Value ($000) $22,106 Shares 458,731 Est. Cost $48.64 Unrealized
LMBS FIRST TRUST LOW DURATION OPPOS ETF 2.6%
Value ($000) $16,186 Shares 320,010 Est. Cost $51.51 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 2.4%
Value ($000) $15,267 Shares 64,000 Est. Cost $227.19 Unrealized
IGSB ISHARES 2.1%
Value ($000) $13,403 Shares 245,304 Est. Cost $54.71 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $13,294 Shares 93,954 Est. Cost $94.67 Unrealized +52.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 2.0%
Value ($000) $12,644 Shares 168,994 Est. Cost $74.82 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.0%
Value ($000) $12,565 Shares 112,116 Est. Cost $116.88 Unrealized
GLOF ISHARES MSCI GLOBAL MULTIFACTOR ETF 1.9%
Value ($000) $12,134 Shares 328,765 Est. Cost $36.24 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.8%
Value ($000) $11,568 Shares 77,210 Est. Cost $141.85 Unrealized
AMZN AMAZON.COM INC 1.6%
Value ($000) $9,919 Shares 3,020 Est. Cost $99.31 Unrealized +73.7%
EFA ISHARES MSCI EAFE ETF 1.5%
Value ($000) $9,487 Shares 121,615 Est. Cost $78.09 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.3%
Value ($000) $8,262 Shares 75,664 Est. Cost $102.65 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $8,080 Shares 28,659 Est. Cost $186.01 Unrealized +50.9%
DEED FIRST TRUST TCW SECURITIZED PLUS ETF 1.2%
Value ($000) $7,378 Shares 284,426 Est. Cost $25.74 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 1.0%
Value ($000) $6,458 Shares 140,321 Est. Cost $46.29 Unrealized
NFLX NETFLIX INC 1.0%
Value ($000) $6,257 Shares 10,251 Est. Cost $34.68 Unrealized +58.7%
NVDA NVIDIA CORP 1.0%
Value ($000) $6,235 Shares 30,097 Est. Cost $17.62 Unrealized +17.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $5,770 Shares 114,526 Est. Cost $53.12 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $5,350 Shares 2,001 Est. Cost $122.46 Unrealized +10.3%
FIRST TRUST BICK ETF 0.8%
Value ($000) $5,306 Shares 155,478 Est. Cost $38.35 Unrealized
ADBE ADOBE INC 0.8%
Value ($000) $5,206 Shares 9,042 Est. Cost $473.33 Unrealized +33.0%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $5,200 Shares 12,071 Est. Cost $424.63 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.8%
Value ($000) $4,828 Shares 47,184 Est. Cost $108.81 Unrealized
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.7%
Value ($000) $4,284 Shares 134,900 Est. Cost $32.01 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $4,134 Shares 5,331 Est. Cost $88.93 Unrealized +164.7%
SWAN AMPLIFY BLACKSWAN GR & TRSRY COR ETF 0.6%
Value ($000) $3,970 Shares 115,979 Est. Cost $33.90 Unrealized
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $3,904 Shares 15,005 Est. Cost $209.13 Unrealized +35.4%
CMCSA COMCAST CORP 0.6%
Value ($000) $3,824 Shares 68,368 Est. Cost $41.66 Unrealized +23.4%
OEF ISHARES S&P 100 ETF 0.6%
Value ($000) $3,708 Shares 18,781 Est. Cost $113.39 Unrealized
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.6%
Value ($000) $3,587 Shares 142,868 Est. Cost $25.39 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $3,563 Shares 16,785 Est. Cost $150.14 Unrealized +29.6%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $3,503 Shares 25,057 Est. Cost $77.47 Unrealized +64.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.6%
Value ($000) $3,444 Shares 53,788 Est. Cost $63.38 Unrealized
CEMB ISHARES JP MORGAN EM CORPORATE BOND ETF 0.5%
Value ($000) $3,330 Shares 64,185 Est. Cost $51.97 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,309 Shares 20,490 Est. Cost $126.61 Unrealized +18.7%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $3,164 Shares 7,042 Est. Cost $315.50 Unrealized +32.6%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.5%
Value ($000) $3,093 Shares 20,258 Est. Cost $151.42 Unrealized
HD THE HOME DEPOT INC 0.5%
Value ($000) $3,089 Shares 9,410 Est. Cost $135.25 Unrealized +117.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.5%
Value ($000) $2,990 Shares 34,989 Est. Cost $83.79 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.5%
Value ($000) $2,877 Shares 72,842 Est. Cost $33.95 Unrealized
SHY ISHARES 0.5%
Value ($000) $2,825 Shares 32,794 Est. Cost $85.68 Unrealized
TMUS T-MOBILE US INC 0.4%
Value ($000) $2,765 Shares 21,642 Est. Cost $132.21 Unrealized +1.8%
QCOM QUALCOMM INC 0.4%
Value ($000) $2,562 Shares 19,863 Est. Cost $124.93 Unrealized +3.1%
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,474 Shares 22,426 Est. Cost $94.64 Unrealized +11.7%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.4%
Value ($000) $2,407 Shares 12,502 Est. Cost $187.22 Unrealized
NATIONWIDE RISK-MANAGED INCOME ETF 0.4%
Value ($000) $2,398 Shares 87,345 Est. Cost $27.72 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.4%
Value ($000) $2,380 Shares 63,429 Est. Cost $36.79 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $2,313 Shares 11,570 Est. Cost $147.45 Unrealized +27.3%
XYZ SQUARE INC 0.4%
Value ($000) $2,249 Shares 9,376 Est. Cost $74.55 Unrealized +244.6%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.4%
Value ($000) $2,202 Shares 17,299 Est. Cost $124.77 Unrealized
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.3%
Value ($000) $2,185 Shares 12,174 Est. Cost $177.81 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS 0.3%
Value ($000) $2,151 Shares 24,302 Est. Cost $65.17 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.3%
Value ($000) $1,945 Shares 19,876 Est. Cost $100.13 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,909 Shares 18,549 Est. Cost $80.82 Unrealized +26.5%
GOOG ALPHABET INC 0.3%
Value ($000) $1,882 Shares 706 Est. Cost $49.59 Unrealized +175.9%
TIP ISHARES 0.3%
Value ($000) $1,860 Shares 14,563 Est. Cost $126.01 Unrealized
TLT ISHARES 0.3%
Value ($000) $1,805 Shares 12,507 Est. Cost $146.73 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATIL ETF 0.3%
Value ($000) $1,709 Shares 12,811 Est. Cost $97.02 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.3%
Value ($000) $1,651 Shares 11,885 Est. Cost $101.25 Unrealized +10.7%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $1,618 Shares 9,854 Est. Cost $164.20 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,512 Shares 6,810 Est. Cost $193.74 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,469 Shares 3,029 Est. Cost $44.48 Unrealized 0.0%
LEN LENNAR CORP 0.2%
Value ($000) $1,464 Shares 15,628 Est. Cost $92.80 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,417 Shares 19,962 Est. Cost $82.62 Unrealized -11.3%
XLC COMMUNICATION SERVICES SEL SECT SPDRETF 0.2%
Value ($000) $1,388 Shares 17,330 Est. Cost $80.69 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,374 Shares 8,945 Est. Cost $99.30 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $1,347 Shares 4,587 Est. Cost $288.56 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,340 Shares 3,154 Est. Cost $323.21 Unrealized +29.3%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $1,314 Shares 12,915 Est. Cost $86.41 Unrealized
ANSYS INC 0.2%
Value ($000) $1,281 Shares 3,762 Est. Cost $339.99 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,210 Shares 6,645 Est. Cost $93.31 Unrealized +74.4%
BIIB BIOGEN INC 0.2%
Value ($000) $1,203 Shares 4,250 Est. Cost $327.75 Unrealized 0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.2%
Value ($000) $1,116 Shares 18,341 Est. Cost $47.69 Unrealized
BALL BALL CORP 0.2%
Value ($000) $1,059 Shares 11,770 Est. Cost $49.32 Unrealized +69.7%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,050 Shares 2,446 Est. Cost $311.27 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.2%
Value ($000) $1,047 Shares 7,069 Est. Cost $225.12 Unrealized
AGGY WISDOMTREE YIELD ENHANCED US AGGT BD ETF 0.2%
Value ($000) $1,033 Shares 19,891 Est. Cost $52.35 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.2%
Value ($000) $1,029 Shares 8,964 Est. Cost $111.17 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $974 Shares 3,553 Est. Cost $247.80 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $964 Shares 6,456 Est. Cost $66.48 Unrealized +124.5%
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.2%
Value ($000) $948 Shares 63,302 Est. Cost $15.19 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FCTR ETF 0.1%
Value ($000) $879 Shares 5,005 Est. Cost $107.01 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $867 Shares 2,199 Est. Cost $258.84 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $841 Shares 28,174 Est. Cost $28.97 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $836 Shares 5,107 Est. Cost $82.51 Unrealized +70.0%
BIL SPDR BLMBG BARCLAYS 0.1%
Value ($000) $821 Shares 8,982 Est. Cost $91.55 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $814 Shares 5,203 Est. Cost $146.08 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $812 Shares 2,392 Est. Cost $247.91 Unrealized +44.3%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $805 Shares 3,897 Est. Cost $108.18 Unrealized +87.6%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $771 Shares 7,458 Est. Cost $76.91 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $759 Shares 2,199 Est. Cost $242.85 Unrealized +32.1%
LAM RESEARCH CORP 0.1%
Value ($000) $752 Shares 1,320 Est. Cost $595.13 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $728 Shares 13,473 Est. Cost $38.04 Unrealized +11.3%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.1%
Value ($000) $686 Shares 15,327 Est. Cost $37.08 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $679 Shares 1,737 Est. Cost $241.06 Unrealized +59.6%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $624 Shares 2,286 Est. Cost $193.29 Unrealized +45.3%
T AT&T INC 0.1%
Value ($000) $622 Shares 23,041 Est. Cost $15.12 Unrealized +6.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $620 Shares 1,086 Est. Cost $455.24 Unrealized +19.1%
DIS THE WALT DISNEY CO 0.1%
Value ($000) $619 Shares 3,660 Est. Cost $112.85 Unrealized +54.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $587 Shares 9,975 Est. Cost $51.12 Unrealized -5.2%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.1%
Value ($000) $525 Shares 6,632 Est. Cost $82.34 Unrealized
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $513 Shares 2,529 Est. Cost $102.51 Unrealized +79.1%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $511 Shares 5,240 Est. Cost $66.92 Unrealized +30.4%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $510 Shares 6,894 Est. Cost $84.46 Unrealized
FTGC FIRST TRUST GLOBAL TACT CMDTY STRAT ETF 0.1%
Value ($000) $506 Shares 20,984 Est. Cost $23.82 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $491 Shares 8,207 Est. Cost $43.91 Unrealized +16.1%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $489 Shares 5,405 Est. Cost $41.22 Unrealized +107.1%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $486 Shares 2,875 Est. Cost $90.43 Unrealized +76.9%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $470 Shares 2,136 Est. Cost $179.27 Unrealized +15.9%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $470 Shares 15,812 Est. Cost $16.08 Unrealized +55.2%
CLX CLOROX CO 0.1%
Value ($000) $440 Shares 2,655 Est. Cost $149.49 Unrealized -0.1%
ACN ACCENTURE PLC 0.1%
Value ($000) $439 Shares 1,374 Est. Cost $168.61 Unrealized +81.2%
SBCF SEACOAST BANKING CORP OF FLORIDA 0.1%
Value ($000) $431 Shares 12,750 Est. Cost $34.88 Unrealized -9.2%
V VISA INC 0.1%
Value ($000) $413 Shares 1,856 Est. Cost $143.15 Unrealized +58.6%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.1%
Value ($000) $407 Shares 8,562 Est. Cost $31.51 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $407 Shares 2,797 Est. Cost $103.99 Unrealized
FDMO FIDELITY MOMENTUM FACTOR ETF 0.1%
Value ($000) $403 Shares 8,222 Est. Cost $32.20 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $400 Shares 3,140 Est. Cost $73.77 Unrealized +60.9%
DHR DANAHER CORP 0.1%
Value ($000) $389 Shares 1,279 Est. Cost $180.12 Unrealized +48.1%
SCHO SCHWAB SHORT-TERM US TREASURY 0.1%
Value ($000) $364 Shares 7,115 Est. Cost $51.29 Unrealized
FDN FIRST TRUST DOW JONES INTERNET ETF 0.1%
Value ($000) $363 Shares 1,537 Est. Cost $236.17 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $362 Shares 6,656 Est. Cost $28.12 Unrealized +75.1%
ZTS ZOETIS INC 0.1%
Value ($000) $353 Shares 1,819 Est. Cost $147.87 Unrealized +31.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $351 Shares 1,606 Est. Cost $168.79 Unrealized
COUPA SOFTWARE INC 0.1%
Value ($000) $346 Shares 1,578 Est. Cost $247.54 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $338 Shares 972 Est. Cost $360.24 Unrealized -1.5%
WMT WALMART INC 0.1%
Value ($000) $336 Shares 2,412 Est. Cost $34.70 Unrealized +31.0%
ORLY O'REILLY AUTOMOTIVE INC 0.1%
Value ($000) $334 Shares 546 Est. Cost $30.35 Unrealized +31.9%
MMM 3M CO 0.1%
Value ($000) $330 Shares 1,879 Est. Cost $106.79 Unrealized +28.6%
TWLO TWILIO INC 0.1%
Value ($000) $327 Shares 1,024 Est. Cost $349.84 Unrealized +4.1%
KO COCA-COLA CO 0.1%
Value ($000) $314 Shares 5,985 Est. Cost $39.90 Unrealized +22.3%
ITM VANECK VECTORS AMT-FREE INTERM MUNI ETF 0.0%
Value ($000) $312 Shares 6,080 Est. Cost $47.57 Unrealized
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $306 Shares 3,519 Est. Cost $86.96 Unrealized
MCD MCDONALD'S CORP 0.0%
Value ($000) $303 Shares 1,257 Est. Cost $143.43 Unrealized +50.5%
INTU INTUIT INC 0.0%
Value ($000) $298 Shares 553 Est. Cost $524.46 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $292 Shares 6,791 Est. Cost $24.34 Unrealized +46.5%
QTEC FIRST TRUST NASDAQ-100-TECH SECTOR ETF 0.0%
Value ($000) $290 Shares 1,835 Est. Cost $100.44 Unrealized
IYH ISHARES US HEALTHCARE ETF 0.0%
Value ($000) $285 Shares 1,031 Est. Cost $215.32 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $278 Shares 5,479 Est. Cost $50.58 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $243 Shares 1,061 Est. Cost $147.15 Unrealized +49.4%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $241 Shares 1,617 Est. Cost $108.17 Unrealized +29.2%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $235 Shares 5,296 Est. Cost $44.35 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.0%
Value ($000) $234 Shares 4,707 Est. Cost $33.87 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $233 Shares 646 Est. Cost $361.20 Unrealized 0.0%
NUVEEN TAX-ADVANTAGED DIVIDEND GR FUND 0.0%
Value ($000) $230 Shares 14,511 Est. Cost $16.52 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $224 Shares 1,142 Est. Cost $167.08 Unrealized +16.9%
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF TR 0.0%
Value ($000) $224 Shares 663 Est. Cost $345.92 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $222 Shares 122 Est. Cost $36.38 Unrealized 0.0%
LLY ELI LILLY AND CO 0.0%
Value ($000) $221 Shares 956 Est. Cost $191.90 Unrealized +23.3%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTV ETF 0.0%
Value ($000) $220 Shares 4,297 Est. Cost $51.20 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $219 Shares 4,344 Est. Cost $33.77 Unrealized
LQD ISHARES 0.0%
Value ($000) $219 Shares 1,644 Est. Cost $128.36 Unrealized
MLN VANECK VECTORS AMT-FREE LONG MUNI ETF 0.0%
Value ($000) $216 Shares 10,053 Est. Cost $21.49 Unrealized
GVI ISHARES INTERMEDIATE GOVT/CRDT BD ETF 0.0%
Value ($000) $210 Shares 1,822 Est. Cost $115.26 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $210 Shares 3,841 Est. Cost $54.67 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $209 Shares 1,388 Est. Cost $89.44 Unrealized +50.9%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $209 Shares 1,412 Est. Cost $110.51 Unrealized +21.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $203 Shares 8,450 Est. Cost $23.13 Unrealized +5.5%
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $200 Shares 2,240 Est. Cost $70.17 Unrealized +10.4%
NUVEEN AMT-FREE MUNICIPAL INCOME FUND 0.0%
Value ($000) $177 Shares 11,650 Est. Cost $14.32 Unrealized
INVESCO MOD CNSRV MULTI-ASST ALLC ETF 0.0%
Value ($000) $164 Shares 10,622 Est. Cost $13.32 Unrealized
ELECTRAMECCANICA VEHICLES CORP LTD 0.0%
Value ($000) $38 Shares 10,784 Est. Cost $3.52 Unrealized
MCEWEN MINING INC 0.0%
Value ($000) $23 Shares 22,137 Est. Cost $0.65 Unrealized