BRANDYWINE OAK PRIVATE WEALTH LLC Diversified Active

CIK: 0001764694 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $736,744 (100.0% shares, 0.0% debt)

Holdings (296)

SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 9.2%
Value ($000) $67,943 Shares 2,415,344 Est. Cost $32.69 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 9.2%
Value ($000) $67,917 Shares 550,030 Est. Cost $131.69 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 7.3%
Value ($000) $54,015 Shares 252,469 Est. Cost $221.84 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 6.4%
Value ($000) $47,485 Shares 639,271 Est. Cost $80.65 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 5.4%
Value ($000) $39,558 Shares 411,598 Est. Cost $106.28 Unrealized
SCHO SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETF 5.3%
Value ($000) $39,185 Shares 811,971 Est. Cost $50.64 Unrealized
USFR WISDOMTREE TR FLOATNG RAT TREA 3.2%
Value ($000) $23,937 Shares 476,086 Est. Cost $50.38 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 2.6%
Value ($000) $19,250 Shares 527,551 Est. Cost $39.99 Unrealized
GLDM WORLD GOLD TR SPDR GLD MINIS 2.4%
Value ($000) $17,968 Shares 544,815 Est. Cost $38.31 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $15,809 Shares 114,395 Est. Cost $99.72 Unrealized +54.7%
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL 1.8%
Value ($000) $13,405 Shares 199,659 Est. Cost $63.46 Unrealized
RLY SSGA ACTIVE ETF TR MULT ASS RLRTN 1.6%
Value ($000) $11,728 Shares 452,317 Est. Cost $30.65 Unrealized
JMST J P MORGAN EXCHANGE TRADED FD ULTRA SHT MUNCPL 1.3%
Value ($000) $9,919 Shares 197,200 Est. Cost $50.76 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 1.3%
Value ($000) $9,756 Shares 31,742 Est. Cost $233.86 Unrealized
BAR GRANITESHARES GOLD TR SHS BEN INT 1.2%
Value ($000) $8,587 Shares 521,400 Est. Cost $18.15 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.1%
Value ($000) $8,217 Shares 238,264 Est. Cost $34.89 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 1.1%
Value ($000) $8,159 Shares 170,948 Est. Cost $57.72 Unrealized
REET ISHARES TRUST GLOBAL REIT ETF 1.1%
Value ($000) $7,782 Shares 365,883 Est. Cost $25.89 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $6,989 Shares 30,009 Est. Cost $159.75 Unrealized +60.8%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.9%
Value ($000) $6,425 Shares 62,591 Est. Cost $103.86 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.9%
Value ($000) $6,317 Shares 131,223 Est. Cost $50.06 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.7%
Value ($000) $5,336 Shares 106,513 Est. Cost $50.62 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 0.6%
Value ($000) $4,707 Shares 129,470 Est. Cost $37.60 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.6%
Value ($000) $4,515 Shares 85,739 Est. Cost $55.35 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $4,448 Shares 39,368 Est. Cost $124.34 Unrealized +1.6%
XLV HEALTH CARE SELECT SECTOR SPDR 0.6%
Value ($000) $4,369 Shares 36,078 Est. Cost $91.38 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 V 0.6%
Value ($000) $4,236 Shares 29,671 Est. Cost $147.32 Unrealized
CTVA CORTEVA INC COM 0.5%
Value ($000) $3,785 Shares 66,238 Est. Cost $27.22 Unrealized +106.4%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.5%
Value ($000) $3,719 Shares 40,743 Est. Cost $78.45 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $3,543 Shares 37,042 Est. Cost $108.27 Unrealized +1.6%
USMV ISHARES TR MSCI USA MIN VOL 0.5%
Value ($000) $3,523 Shares 53,310 Est. Cost $57.86 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.4%
Value ($000) $3,290 Shares 22,945 Est. Cost $110.36 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $3,148 Shares 24,936 Est. Cost $105.17 Unrealized +24.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $3,077 Shares 30,003 Est. Cost $105.34 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $3,073 Shares 29,414 Est. Cost $101.47 Unrealized +4.1%
SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF 0.4%
Value ($000) $2,958 Shares 132,059 Est. Cost $26.38 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $2,949 Shares 20,702 Est. Cost $100.05 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $2,860 Shares 65,363 Est. Cost $30.15 Unrealized +34.0%
NEE NEXTERA ENERGY INC COM USD0.01 0.4%
Value ($000) $2,829 Shares 36,086 Est. Cost $64.42 Unrealized +19.7%
DOW DOW INC COM 0.4%
Value ($000) $2,774 Shares 63,164 Est. Cost $37.57 Unrealized +10.3%
ESGV VANGUARD WORLD FD ESG US STK ETF 0.4%
Value ($000) $2,758 Shares 43,849 Est. Cost $70.72 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.4%
Value ($000) $2,755 Shares 90,754 Est. Cost $29.80 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.4%
Value ($000) $2,690 Shares 10,074 Est. Cost $281.42 Unrealized +1.1%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.4%
Value ($000) $2,688 Shares 62,554 Est. Cost $54.03 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $2,603 Shares 15,948 Est. Cost $103.43 Unrealized +49.3%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $2,561 Shares 50,822 Est. Cost $27.78 Unrealized -19.9%
JNJ JOHNSON &JOHNSON COM USD1.00 0.3%
Value ($000) $2,519 Shares 15,421 Est. Cost $125.29 Unrealized +22.0%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.3%
Value ($000) $2,437 Shares 25,688 Est. Cost $84.84 Unrealized
LLY ELI LILLY AND CO 0.3%
Value ($000) $2,426 Shares 7,502 Est. Cost $122.93 Unrealized +150.6%
MRK MERCK &CO. INC COM 0.3%
Value ($000) $2,367 Shares 27,487 Est. Cost $60.87 Unrealized +32.1%
MCD MCDONALD S CORP 0.3%
Value ($000) $2,264 Shares 9,814 Est. Cost $158.68 Unrealized +48.9%
BBEU J P MORGAN EXCHANGE TRADED FD BETABUILDERS EUR 0.3%
Value ($000) $2,198 Shares 54,544 Est. Cost $57.98 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.3%
Value ($000) $2,192 Shares 8,203 Est. Cost $187.57 Unrealized
ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF 0.3%
Value ($000) $2,180 Shares 86,372 Est. Cost $25.83 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.3%
Value ($000) $2,132 Shares 5,969 Est. Cost $259.23 Unrealized
ABBV ABBVIE INC COM USD0.01 0.3%
Value ($000) $2,056 Shares 15,322 Est. Cost $81.76 Unrealized +55.5%
DWX SPDR S & P INTERNATIONAL DIVIDEND ETF 0.3%
Value ($000) $1,983 Shares 68,883 Est. Cost $31.87 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $1,980 Shares 12,569 Est. Cost $131.53 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,974 Shares 22,614 Est. Cost $52.75 Unrealized +54.2%
ISHARES TR IBONDS DEC 2024 TERM MUNI BD ETF 0.3%
Value ($000) $1,953 Shares 76,597 Est. Cost $26.75 Unrealized
AZN ASTRAZENECA ADR REP 0.5 ORD 0.3%
Value ($000) $1,951 Shares 35,578 Est. Cost $41.01 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.3%
Value ($000) $1,862 Shares 36,576 Est. Cost $57.31 Unrealized
ITM VANECK ETF TRUST INTRMDT MUNI ETF 0.3%
Value ($000) $1,857 Shares 42,657 Est. Cost $44.81 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $1,799 Shares 32,114 Est. Cost $42.36 Unrealized +32.3%
BX BLACKSTONE INC 0.2%
Value ($000) $1,718 Shares 20,527 Est. Cost $57.14 Unrealized +52.7%
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC 0.2%
Value ($000) $1,643 Shares 18,610 Est. Cost $110.39 Unrealized -13.0%
VPL VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF 0.2%
Value ($000) $1,641 Shares 28,573 Est. Cost $44.34 Unrealized
LMT LOCKHEED MARTIN CORP COM USD1.00 0.2%
Value ($000) $1,633 Shares 4,228 Est. Cost $272.42 Unrealized +39.8%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $1,576 Shares 18,241 Est. Cost $58.63 Unrealized +48.6%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $1,551 Shares 6,934 Est. Cost $167.67 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 0.2%
Value ($000) $1,531 Shares 67,963 Est. Cost $31.09 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.2%
Value ($000) $1,526 Shares 18,532 Est. Cost $83.63 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $1,505 Shares 7,725 Est. Cost $167.64 Unrealized +21.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,498 Shares 2,968 Est. Cost $300.82 Unrealized +64.6%
IGRO ISHARES TR INTL DIV GRWTH 0.2%
Value ($000) $1,457 Shares 28,774 Est. Cost $70.32 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $1,395 Shares 14,509 Est. Cost $109.82 Unrealized +0.9%
HYD VANECK ETF TRUST HIGH YLD MUNIETF 0.2%
Value ($000) $1,382 Shares 27,697 Est. Cost $54.59 Unrealized
ESGD ISHARES TR ESG AW MSCI EAFE 0.2%
Value ($000) $1,371 Shares 24,437 Est. Cost $72.04 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,359 Shares 9,460 Est. Cost $85.01 Unrealized +56.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,328 Shares 35,000 Est. Cost $40.61 Unrealized -11.9%
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.2%
Value ($000) $1,259 Shares 48,627 Est. Cost $26.09 Unrealized
PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI 0.2%
Value ($000) $1,255 Shares 82,304 Est. Cost $15.19 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $1,251 Shares 3,489 Est. Cost $275.96 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $1,231 Shares 4,641 Est. Cost $261.55 Unrealized +6.8%
ISHARES TR IBONDS DEC 2025 TERM MUNI BDS ETF 0.2%
Value ($000) $1,215 Shares 46,881 Est. Cost $27.95 Unrealized
DLR DIGITAL REALTY TRUST INC 0.2%
Value ($000) $1,155 Shares 11,654 Est. Cost $112.21 Unrealized -3.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,145 Shares 13,829 Est. Cost $81.95 Unrealized
PNC PNC FINANCIAL SERVICES GROUP COM USD5 0.1%
Value ($000) $1,092 Shares 7,313 Est. Cost $108.47 Unrealized +30.9%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $1,078 Shares 8,887 Est. Cost $17.81 Unrealized -11.3%
V VISA INC 0.1%
Value ($000) $1,073 Shares 6,045 Est. Cost $167.27 Unrealized +18.6%
DEM WISDOMTREE TR EMERGING MKTS HIGH DIVID FD 0.1%
Value ($000) $1,072 Shares 32,969 Est. Cost $33.77 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,044 Shares 3,673 Est. Cost $320.94 Unrealized +1.3%
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.1%
Value ($000) $1,013 Shares 7,499 Est. Cost $148.32 Unrealized
FLEE FRANKLIN TEMPLETON ETF TR FTSE EUROPE 0.1%
Value ($000) $986 Shares 49,072 Est. Cost $21.91 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $968 Shares 3,509 Est. Cost $225.75 Unrealized +19.9%
AVGO BROADCOM INC COM 0.1%
Value ($000) $937 Shares 2,112 Est. Cost $28.69 Unrealized +67.6%
GD GENERAL DYNAMICS CORP COM USD1.00 0.1%
Value ($000) $932 Shares 4,397 Est. Cost $161.87 Unrealized +30.3%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $929 Shares 9,606 Est. Cost $86.43 Unrealized +15.7%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $918 Shares 8,972 Est. Cost $51.43 Unrealized +71.4%
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.1%
Value ($000) $915 Shares 15,650 Est. Cost $58.47 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $899 Shares 3,989 Est. Cost $158.42 Unrealized +37.5%
IBB ISHARES TR ISHARES BIOTECH 0.1%
Value ($000) $897 Shares 7,674 Est. Cost $112.06 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.1%
Value ($000) $885 Shares 1,874 Est. Cost $301.66 Unrealized +65.1%
CME CME GROUP INC COM 0.1%
Value ($000) $876 Shares 4,949 Est. Cost $142.30 Unrealized +19.8%
GIS GENERAL MILLS INC COM USD0.10 0.1%
Value ($000) $861 Shares 11,242 Est. Cost $51.51 Unrealized +31.6%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.1%
Value ($000) $845 Shares 7,112 Est. Cost $113.08 Unrealized +2.3%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $843 Shares 27,916 Est. Cost $26.43 Unrealized +15.7%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $812 Shares 2 Est. Cost $366711.16 Unrealized +16.7%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $796 Shares 4,440 Est. Cost $150.38 Unrealized
SHYD VANECK ETF TR VANECK SHORT HIGH YIELD MUN 0.1%
Value ($000) $788 Shares 36,216 Est. Cost $25.06 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $783 Shares 4,789 Est. Cost $142.83 Unrealized
QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 0.1%
Value ($000) $783 Shares 7,123 Est. Cost $162.86 Unrealized
VT VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 0.1%
Value ($000) $781 Shares 9,904 Est. Cost $82.72 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $779 Shares 5,041 Est. Cost $165.94 Unrealized
CVS CVS HEALTH CORPORATION COM USD0.01 0.1%
Value ($000) $765 Shares 8,031 Est. Cost $71.01 Unrealized +23.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $745 Shares 9,111 Est. Cost $56.17 Unrealized +49.3%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $738 Shares 18,457 Est. Cost $37.10 Unrealized +7.9%
CC CHEMOURS CO COM 0.1%
Value ($000) $737 Shares 29,931 Est. Cost $23.72 Unrealized +22.6%
DGRO ISHARES TRUST CORE DIVID GWTH 0.1%
Value ($000) $732 Shares 16,474 Est. Cost $39.91 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $726 Shares 1,433 Est. Cost $259.72 Unrealized +113.4%
IFF INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 0.1%
Value ($000) $726 Shares 7,994 Est. Cost $114.85 Unrealized -9.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $723 Shares 12,875 Est. Cost $49.11 Unrealized +16.8%
KWEB KRANESHARES TR CSI CHINA INTERNET ETF 0.1%
Value ($000) $721 Shares 29,300 Est. Cost $35.98 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $721 Shares 10,601 Est. Cost $61.55 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.1%
Value ($000) $713 Shares 15,459 Est. Cost $51.80 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $710 Shares 5,477 Est. Cost $34.72 Unrealized +21.0%
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $706 Shares 17,878 Est. Cost $44.69 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $698 Shares 11,083 Est. Cost $101.86 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.1%
Value ($000) $691 Shares 7,432 Est. Cost $78.18 Unrealized +20.3%
IMTM ISHARES TR MSCI INTL MOMENT 0.1%
Value ($000) $679 Shares 25,289 Est. Cost $31.74 Unrealized
IWB ISHARES RUSSELL 1000 INDEX FUND 0.1%
Value ($000) $665 Shares 3,373 Est. Cost $181.17 Unrealized
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $657 Shares 4,549 Est. Cost $110.16 Unrealized +29.4%
LOW LOWES COMPANIES INC COM USD0.50 0.1%
Value ($000) $641 Shares 3,417 Est. Cost $179.51 Unrealized +1.6%
EWJ ISHARES INC MSCI JPN ETF NEW 0.1%
Value ($000) $613 Shares 12,564 Est. Cost $101.30 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $607 Shares 2,583 Est. Cost $174.84 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 0.1%
Value ($000) $603 Shares 4,739 Est. Cost $94.96 Unrealized
EXC EXELON CORP COM NPV 0.1%
Value ($000) $599 Shares 15,999 Est. Cost $25.66 Unrealized +52.2%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.1%
Value ($000) $590 Shares 4,973 Est. Cost $107.89 Unrealized
INVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST 0.1%
Value ($000) $589 Shares 61,071 Est. Cost $10.45 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $585 Shares 2,728 Est. Cost $197.08 Unrealized +16.1%
SBUX STARBUCKS CORP COM USD0.001 0.1%
Value ($000) $563 Shares 6,684 Est. Cost $75.03 Unrealized +4.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $559 Shares 7,872 Est. Cost $47.09 Unrealized +32.3%
IPAC ISHARES CORE MSCI PACIFIC ETF 0.1%
Value ($000) $558 Shares 11,653 Est. Cost $54.38 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $558 Shares 3,767 Est. Cost $99.06 Unrealized +44.3%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $552 Shares 4,286 Est. Cost $131.91 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.1%
Value ($000) $546 Shares 4,024 Est. Cost $177.86 Unrealized -9.5%
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $540 Shares 3,149 Est. Cost $150.44 Unrealized
KMI KINDER MORGAN INC COM USD0.01 0.1%
Value ($000) $539 Shares 32,450 Est. Cost $10.72 Unrealized +37.8%
IBMO ISHARES TR IBONDS DEC 26 0.1%
Value ($000) $533 Shares 21,641 Est. Cost $27.16 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $521 Shares 2,377 Est. Cost $266.63 Unrealized
EFAV ISHARES TR MSCI EAFE MIN VL 0.1%
Value ($000) $514 Shares 9,031 Est. Cost $64.25 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 0.1%
Value ($000) $508 Shares 5,828 Est. Cost $76.14 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.1%
Value ($000) $507 Shares 3,040 Est. Cost $168.95 Unrealized -4.0%
PCAR PACCAR INC COM USD1.00 0.1%
Value ($000) $498 Shares 5,960 Est. Cost $30.20 Unrealized +66.6%
CQQQ INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 0.1%
Value ($000) $495 Shares 13,639 Est. Cost $58.63 Unrealized
INTC INTEL CORP COM USD0.001 0.1%
Value ($000) $494 Shares 19,206 Est. Cost $40.48 Unrealized -20.2%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $484 Shares 6,613 Est. Cost $65.33 Unrealized +18.8%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $463 Shares 6,224 Est. Cost $61.53 Unrealized
BA BOEING CO COM USD5.00 0.1%
Value ($000) $458 Shares 3,787 Est. Cost $162.33 Unrealized -5.5%
DEO DIAGEO ADR EACH REPR 4 ORD GBX28.935185 0.1%
Value ($000) $456 Shares 2,691 Est. Cost $191.65 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $456 Shares 3,177 Est. Cost $181.97 Unrealized -7.9%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $455 Shares 1,763 Est. Cost $157.06 Unrealized +53.3%
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.1%
Value ($000) $454 Shares 2,939 Est. Cost $112.14 Unrealized +35.2%
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.1%
Value ($000) $450 Shares 1,989 Est. Cost $155.30 Unrealized +41.1%
LWLG LIGHTWAVE LOGIC INC COM 0.1%
Value ($000) $437 Shares 59,643 Est. Cost $8.99 Unrealized +4.2%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $436 Shares 2,153 Est. Cost $243.81 Unrealized -16.7%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $436 Shares 4,628 Est. Cost $119.70 Unrealized -12.6%
CSX CSX CORP COM USD1 0.1%
Value ($000) $434 Shares 16,323 Est. Cost $27.78 Unrealized +6.5%
VIGI VANGUARD WHITEHALL FDS INTL DVD ETF 0.1%
Value ($000) $432 Shares 6,977 Est. Cost $69.24 Unrealized
GCC WISDOMTREE TR ENHNCD CMMDTY ST 0.1%
Value ($000) $429 Shares 20,135 Est. Cost $25.25 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.1%
Value ($000) $425 Shares 5,352 Est. Cost $92.13 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $425 Shares 5,111 Est. Cost $47.25 Unrealized +51.9%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $417 Shares 5,177 Est. Cost $71.23 Unrealized +5.8%
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $415 Shares 2,801 Est. Cost $176.69 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $409 Shares 4,578 Est. Cost $74.29 Unrealized +22.1%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $404 Shares 3,200 Est. Cost $83.36 Unrealized +34.6%
EPP ISHARES INC MSCI PAC JP ETF 0.1%
Value ($000) $403 Shares 10,747 Est. Cost $39.70 Unrealized
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.1%
Value ($000) $403 Shares 1,377 Est. Cost $304.79 Unrealized -2.5%
CL COLGATE-PALMOLIVE CO COM USD1.00 0.1%
Value ($000) $398 Shares 5,674 Est. Cost $58.84 Unrealized +23.1%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $394 Shares 1,433 Est. Cost $312.90 Unrealized +20.9%
NUVEEN PENNSYLVANIA QLT MUN FD COM 0.1%
Value ($000) $374 Shares 34,143 Est. Cost $13.90 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $368 Shares 811 Est. Cost $252.22 Unrealized +80.5%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $365 Shares 4,806 Est. Cost $90.25 Unrealized
MBB ISHARES TR MBS ETF 0.0%
Value ($000) $362 Shares 3,963 Est. Cost $110.45 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $349 Shares 1,359 Est. Cost $214.49 Unrealized +28.1%
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $348 Shares 3,357 Est. Cost $109.30 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $348 Shares 5,042 Est. Cost $60.79 Unrealized +12.4%
T AT&T INC COM USD1 0.0%
Value ($000) $346 Shares 22,601 Est. Cost $15.52 Unrealized -2.8%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $339 Shares 20,115 Est. Cost $12.83 Unrealized +8.5%
BLACKROCK INC COM USD0.01 0.0%
Value ($000) $335 Shares 610 Est. Cost $705.88 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $333 Shares 4,128 Est. Cost $105.27 Unrealized -23.3%
NFLX NETFLIX INC 0.0%
Value ($000) $330 Shares 1,404 Est. Cost $33.18 Unrealized -33.1%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $330 Shares 1,694 Est. Cost $149.94 Unrealized
VTIP VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX 0.0%
Value ($000) $330 Shares 6,866 Est. Cost $51.92 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.0%
Value ($000) $325 Shares 992 Est. Cost $309.33 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $319 Shares 5,524 Est. Cost $85.70 Unrealized
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A 0.0%
Value ($000) $318 Shares 1,387 Est. Cost $213.78 Unrealized +7.3%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 0.0%
Value ($000) $318 Shares 6,961 Est. Cost $58.88 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $317 Shares 6,896 Est. Cost $45.97 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $306 Shares 4,957 Est. Cost $62.79 Unrealized -31.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $305 Shares 4,828 Est. Cost $102.06 Unrealized -16.6%
ESGE ISHARES INC ESG AWR MSCI EM 0.0%
Value ($000) $301 Shares 10,899 Est. Cost $41.91 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $300 Shares 4,255 Est. Cost $71.31 Unrealized +6.2%
ITW ILLINOIS TOOL WORKS INC COM USD0.01 0.0%
Value ($000) $300 Shares 1,665 Est. Cost $204.87 Unrealized -11.3%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 0.0%
Value ($000) $294 Shares 4,291 Est. Cost $48.90 Unrealized
XLG INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 0.0%
Value ($000) $293 Shares 1,090 Est. Cost $179.47 Unrealized
POET POET TECHNOLOGIES INC COM NPV (POST REV SPLIT) ISIN #CA73044W3021 SEDOL #BM8XD16 0.0%
Value ($000) $293 Shares 114,581 Est. Cost $6.93 Unrealized -41.2%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $289 Shares 5,340 Est. Cost $90.82 Unrealized
NGVT INGEVITY CORP COM 0.0%
Value ($000) $287 Shares 4,747 Est. Cost $80.43 Unrealized -16.6%
ZTS ZOETIS INC 0.0%
Value ($000) $287 Shares 1,936 Est. Cost $98.59 Unrealized +63.8%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $284 Shares 2,524 Est. Cost $87.13 Unrealized +31.2%
SO SOUTHERN CO 0.0%
Value ($000) $283 Shares 4,162 Est. Cost $53.77 Unrealized +24.5%
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $283 Shares 9,000 Est. Cost $33.67 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $278 Shares 1,959 Est. Cost $138.68 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $272 Shares 1,299 Est. Cost $244.19 Unrealized -8.7%
ORCL ORACLE CORP 0.0%
Value ($000) $272 Shares 4,462 Est. Cost $53.69 Unrealized +30.7%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $271 Shares 2,435 Est. Cost $116.41 Unrealized
MAINSTAY MACKAY DEFINEDTERM MU COM 0.0%
Value ($000) $267 Shares 17,150 Est. Cost $22.27 Unrealized
IBMP ISHARES TRUST IBONDS DEC 2027 TERM MUNI BOND ETF 0.0%
Value ($000) $266 Shares 10,946 Est. Cost $27.27 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $265 Shares 6,364 Est. Cost $50.92 Unrealized -14.3%
AXP AMERICAN EXPRESS CO COM USD0.20 0.0%
Value ($000) $264 Shares 1,963 Est. Cost $85.74 Unrealized +69.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $263 Shares 2,336 Est. Cost $115.70 Unrealized +9.8%
VLUE ISHARES TR MSCI USA VALUE 0.0%
Value ($000) $262 Shares 3,209 Est. Cost $103.01 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $261 Shares 380 Est. Cost $617.39 Unrealized +1.4%
GEM GOLDMAN SACHS ETF TR ACTIVEBETA EME 0.0%
Value ($000) $259 Shares 10,065 Est. Cost $31.72 Unrealized
XMYDX BLACKROCK MUNIYIELD FUND INC. COM USD0.10 0.0%
Value ($000) $258 Shares 26,000 Est. Cost $15.07 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $258 Shares 1,974 Est. Cost $128.58 Unrealized
IQLT ISHARES TR MSCI INTL QUALTY 0.0%
Value ($000) $257 Shares 9,259 Est. Cost $35.19 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $257 Shares 928 Est. Cost $197.24 Unrealized +34.2%
CMCSA COMCAST CORP 0.0%
Value ($000) $255 Shares 8,722 Est. Cost $41.65 Unrealized -19.1%
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $255 Shares 4,586 Est. Cost $55.60 Unrealized
FDX FEDEX CORP COM USD0.10 0.0%
Value ($000) $252 Shares 1,699 Est. Cost $198.43 Unrealized -1.3%
SRLN SSGA ACTIVE ETF TR BLACKSTONE SENR 0.0%
Value ($000) $251 Shares 6,155 Est. Cost $43.85 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $250 Shares 1,549 Est. Cost $101.97 Unrealized +57.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $249 Shares 925 Est. Cost $325.64 Unrealized -13.4%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value ($000) $247 Shares 20,810 Est. Cost $13.74 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $247 Shares 2,332 Est. Cost $109.61 Unrealized 0.0%
ESML ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF 0.0%
Value ($000) $245 Shares 7,996 Est. Cost $38.56 Unrealized
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $244 Shares 9,317 Est. Cost $27.94 Unrealized -6.2%
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value ($000) $244 Shares 1,049 Est. Cost $239.45 Unrealized -5.5%
FBP FIRST BANCORP 0.0%
Value ($000) $241 Shares 17,675 Est. Cost $12.94 Unrealized 0.0%
GEF GREIF INC 0.0%
Value ($000) $240 Shares 4,044 Est. Cost $59.50 Unrealized 0.0%
HRI HERC HLDGS INC COM 0.0%
Value ($000) $239 Shares 2,307 Est. Cost $140.04 Unrealized -25.9%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $239 Shares 3,932 Est. Cost $65.88 Unrealized -7.9%
JBL JABIL INC COM 0.0%
Value ($000) $239 Shares 4,147 Est. Cost $55.94 Unrealized +3.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $238 Shares 2,987 Est. Cost $67.29 Unrealized
BERRY GLOBAL GROUP INC 0.0%
Value ($000) $237 Shares 5,098 Est. Cost $51.70 Unrealized
TTEC TTEC HLDGS INC COM 0.0%
Value ($000) $236 Shares 5,330 Est. Cost $68.86 Unrealized -13.6%
KBR KBR INC COM USD0.001 0.0%
Value ($000) $236 Shares 5,465 Est. Cost $27.31 Unrealized +73.7%
STNG SCORPIO TANKERS INC COM USD0.01 (POST REV SPLIT) 0.0%
Value ($000) $235 Shares 5,596 Est. Cost $41.99 Unrealized
RHP RYMAN HOSPITALITY PROPERTIES INC 0.0%
Value ($000) $235 Shares 3,200 Est. Cost $95.03 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX FUND 0.0%
Value ($000) $235 Shares 2,855 Est. Cost $88.85 Unrealized
NVMI NOVA LTD ORDINARY SHARES 0.0%
Value ($000) $234 Shares 2,750 Est. Cost $112.84 Unrealized -12.9%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $234 Shares 8,583 Est. Cost $40.36 Unrealized -19.0%
PAG PENSKE AUTOMOTIVE GROUP INC 0.0%
Value ($000) $233 Shares 2,370 Est. Cost $52.14 Unrealized +113.9%
TKR TIMKEN CO 0.0%
Value ($000) $233 Shares 3,950 Est. Cost $65.29 Unrealized -4.9%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $232 Shares 3,187 Est. Cost $39.58 Unrealized +81.1%
HXL HEXCEL CORP 0.0%
Value ($000) $232 Shares 4,500 Est. Cost $58.21 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF 0.0%
Value ($000) $230 Shares 2,481 Est. Cost $96.26 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $229 Shares 3,384 Est. Cost $64.21 Unrealized 0.0%
SHYG ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0 0.0%
Value ($000) $229 Shares 5,758 Est. Cost $42.88 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $227 Shares 5,627 Est. Cost $33.53 Unrealized -1.4%
TD TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222 0.0%
Value ($000) $227 Shares 3,703 Est. Cost $64.84 Unrealized -0.2%
ALTERYX INC COM CL A 0.0%
Value ($000) $226 Shares 4,058 Est. Cost $74.62 Unrealized
PATTERSON COS INC COM 0.0%
Value ($000) $226 Shares 9,437 Est. Cost $24.56 Unrealized
MDRX ALLSCRIPTS HEALTHCARE SOLUTIONS INC COM USD0.01 0.0%
Value ($000) $225 Shares 14,795 Est. Cost $16.87 Unrealized -4.1%
EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 0.0%
Value ($000) $225 Shares 1,045 Est. Cost $129.79 Unrealized +85.3%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $225 Shares 10,930 Est. Cost $24.95 Unrealized -3.7%
TM TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL 0.0%
Value ($000) $224 Shares 1,726 Est. Cost $132.35 Unrealized
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.0%
Value ($000) $223 Shares 1,231 Est. Cost $157.33 Unrealized +15.5%
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.0%
Value ($000) $223 Shares 1,991 Est. Cost $119.47 Unrealized +1.9%
ASO ACADEMY SPORTS &OUTDOORS INC COM 0.0%
Value ($000) $222 Shares 5,286 Est. Cost $35.11 Unrealized +21.4%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $217 Shares 4,546 Est. Cost $62.11 Unrealized
MMM 3M CO 0.0%
Value ($000) $216 Shares 1,954 Est. Cost $132.18 Unrealized -27.0%
YUM YUM! BRANDS INC 0.0%
Value ($000) $216 Shares 2,039 Est. Cost $83.94 Unrealized +29.6%
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $213 Shares 3,889 Est. Cost $54.62 Unrealized +3.6%
PRG PROG HOLDINGS INC COM NPV 0.0%
Value ($000) $212 Shares 14,174 Est. Cost $34.66 Unrealized -47.4%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $211 Shares 3,600 Est. Cost $74.50 Unrealized
ASH ASHLAND INC COM 0.0%
Value ($000) $210 Shares 2,213 Est. Cost $92.92 Unrealized +2.0%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $210 Shares 4,203 Est. Cost $49.96 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $208 Shares 3,162 Est. Cost $72.51 Unrealized -2.9%
EMXC ISHARES MSCI EMR MRK EX CHNA 0.0%
Value ($000) $207 Shares 4,688 Est. Cost $60.18 Unrealized
CXSE WISDOMTREE TR CHINA DIVID EX ST OWNED ENTERPRISES FD 0.0%
Value ($000) $207 Shares 6,577 Est. Cost $51.28 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $206 Shares 3,150 Est. Cost $81.05 Unrealized
LULU LULULEMON ATHLETICA INC COM USD0.005 0.0%
Value ($000) $205 Shares 733 Est. Cost $224.71 Unrealized +38.0%
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.0%
Value ($000) $204 Shares 1,618 Est. Cost $126.36 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $203 Shares 979 Est. Cost $195.61 Unrealized +9.7%
DGX QUEST DIAGNOSTICS INC COM USD0.01 0.0%
Value ($000) $202 Shares 1,653 Est. Cost $121.01 Unrealized +1.9%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $202 Shares 3,036 Est. Cost $67.46 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $202 Shares 5,538 Est. Cost $44.59 Unrealized
BLACKROCK TAXABLE MUNICIPAL BOND TRUST 0.0%
Value ($000) $164 Shares 10,000 Est. Cost $16.40 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $163 Shares 16,632 Est. Cost $11.00 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $143 Shares 13,018 Est. Cost $9.91 Unrealized
ABEV AMBEV SA SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $82 Shares 29,125 Est. Cost $2.49 Unrealized
ASX ASE TECHNOLOGY HOLDING CO LTD SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $74 Shares 15,014 Est. Cost $7.59 Unrealized
ROCKLEY PHOTONICS HLDGS LTD COM USD0.00001 0.0%
Value ($000) $7 Shares 10,222 Est. Cost $0.68 Unrealized