One Capital Management, LLC Diversified Active

CIK: 0001606588 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $3,133,839 (100.0% shares, 0.0% debt)

Holdings (483)

IGIB iShares 5-10 Year Investment Grade Corp Bond ETF 8.6%
Value ($000) $270,898 Shares 5,008,290 Est. Cost $53.37 Unrealized
MUB iShares National Muni Bond ETF 4.7%
Value ($000) $146,248 Shares 1,373,348 Est. Cost $107.44 Unrealized
FFOX FundX Future Fund Opportunities 4.5%
Value ($000) $139,844 Shares 5,088,013 Est. Cost $26.05 Unrealized
NVDA NVIDIA Corp 3.2%
Value ($000) $100,934 Shares 540,970 Est. Cost $102.18 Unrealized +70.6%
DFAI Dimensional Intern Core EQT MKT ETF 3.0%
Value ($000) $95,112 Shares 2,616,558 Est. Cost $34.60 Unrealized
FFND ONE Global ETF 3.0%
Value ($000) $92,992 Shares 3,113,799 Est. Cost $26.03 Unrealized
USHY iShares Broad USD High Yield Corp Bond ETF 2.5%
Value ($000) $79,609 Shares 2,107,182 Est. Cost $36.84 Unrealized
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 2.2%
Value ($000) $67,903 Shares 1,280,454 Est. Cost $58.73 Unrealized
MSFT Microsoft Corp 2.1%
Value ($000) $64,842 Shares 125,189 Est. Cost $302.16 Unrealized +68.4%
DGRW WisdomTree U.S. Quality Dividend Growth ETF 1.8%
Value ($000) $57,099 Shares 641,853 Est. Cost $54.73 Unrealized
FTSL First Trust Senior Loan ETF 1.7%
Value ($000) $52,025 Shares 1,134,920 Est. Cost $46.23 Unrealized
XCOR FundX ETF 1.6%
Value ($000) $51,541 Shares 658,418 Est. Cost $49.30 Unrealized
JQUA JPMorgan US Quality Factor ETF 1.4%
Value ($000) $43,695 Shares 694,562 Est. Cost $43.18 Unrealized
XFLX FundX Flexible ETF 1.4%
Value ($000) $42,670 Shares 1,747,332 Est. Cost $24.09 Unrealized
QQQ Invesco QQQ Trust 1.3%
Value ($000) $41,735 Shares 69,515 Est. Cost $374.18 Unrealized
TIP iShares TIPS Bond ETF 1.3%
Value ($000) $41,359 Shares 371,868 Est. Cost $106.10 Unrealized
MGC Vanguard Mega Cap ETF 1.3%
Value ($000) $41,330 Shares 169,323 Est. Cost $181.86 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 1.2%
Value ($000) $38,735 Shares 773,610 Est. Cost $50.08 Unrealized
GOOG Alphabet Inc. C 1.2%
Value ($000) $36,498 Shares 149,856 Est. Cost $127.43 Unrealized +64.7%
IJS iShares S&P Small-Cap 600 Value ETF 1.2%
Value ($000) $36,380 Shares 328,958 Est. Cost $103.13 Unrealized
IWS iShares Russell Mid-Cap Value ETF 1.1%
Value ($000) $36,027 Shares 257,943 Est. Cost $95.12 Unrealized
DGRE WisdomTree Emerging Markets Quality Dividend Growth ETF 1.1%
Value ($000) $33,090 Shares 1,153,758 Est. Cost $24.34 Unrealized
META Meta Platforms Inc. 1.0%
Value ($000) $31,512 Shares 42,909 Est. Cost $232.24 Unrealized +220.0%
FFLS The Future Fund Long/Short ETF 1.0%
Value ($000) $30,879 Shares 1,215,695 Est. Cost $23.34 Unrealized
GBIL Goldman Sachs Access Treasury 0-1 Year ETF 0.9%
Value ($000) $29,234 Shares 291,673 Est. Cost $100.15 Unrealized
IVV iShares Core S&P 500 ETF 0.9%
Value ($000) $27,952 Shares 41,763 Est. Cost $429.75 Unrealized
CRWD CrowdStrike Holdings Inc. 0.8%
Value ($000) $26,489 Shares 54,018 Est. Cost $284.07 Unrealized +60.1%
BIL SPDR Bloomberg 1-3 Month T-Bill ETF 0.8%
Value ($000) $26,293 Shares 286,577 Est. Cost $91.73 Unrealized
IQDG WisdomTree International Quality Dividend Growth ETF 0.8%
Value ($000) $24,511 Shares 614,616 Est. Cost $32.27 Unrealized
OEF iShares S&P 100 (index Fund) 0.7%
Value ($000) $22,322 Shares 67,065 Est. Cost $220.59 Unrealized
JPM JPMorgan Chase & Co 0.7%
Value ($000) $21,004 Shares 66,589 Est. Cost $96.08 Unrealized +208.0%
TFI SPDR Nuveen Bloomberg Municipal Bond ETF 0.6%
Value ($000) $20,085 Shares 440,744 Est. Cost $44.62 Unrealized
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $19,468 Shares 29,223 Est. Cost $501.48 Unrealized
IWF iShares Russell 1000 Growth ETF 0.6%
Value ($000) $19,431 Shares 41,483 Est. Cost $250.40 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.6%
Value ($000) $19,008 Shares 133,471 Est. Cost $101.86 Unrealized
VUG Vanguard Growth ETF 0.6%
Value ($000) $18,926 Shares 39,461 Est. Cost $269.34 Unrealized
TSLA Tesla Inc 0.6%
Value ($000) $18,437 Shares 41,457 Est. Cost $314.59 Unrealized +10.2%
WMT Walmart Inc. 0.6%
Value ($000) $17,902 Shares 173,706 Est. Cost $50.69 Unrealized +95.8%
VONG Vanguard Russell 1000 Growth ETF 0.6%
Value ($000) $17,271 Shares 143,331 Est. Cost $68.65 Unrealized
HD The Home Depot Inc 0.6%
Value ($000) $17,267 Shares 42,615 Est. Cost $242.12 Unrealized +60.7%
SUB iShares Short-Term National Muni Bond ETF 0.5%
Value ($000) $16,949 Shares 158,730 Est. Cost $105.81 Unrealized
V Visa Inc. 0.5%
Value ($000) $16,915 Shares 49,549 Est. Cost $211.96 Unrealized +62.8%
C Citigroup Inc 0.5%
Value ($000) $16,585 Shares 163,399 Est. Cost $50.43 Unrealized +86.6%
CRM Salesforce Inc 0.5%
Value ($000) $16,111 Shares 67,980 Est. Cost $189.68 Unrealized +32.6%
REET iShares Global REIT ETF 0.5%
Value ($000) $15,812 Shares 618,609 Est. Cost $24.79 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $15,278 Shares 135,500 Est. Cost $78.58 Unrealized +39.6%
SPYG SPDR Portfolio S&P 500 Growth ETF 0.5%
Value ($000) $15,036 Shares 143,875 Est. Cost $56.55 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $15,032 Shares 96,800 Est. Cost $114.86 Unrealized +32.6%
XRLX FundX Conservative ETF 0.5%
Value ($000) $14,846 Shares 319,885 Est. Cost $37.85 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.5%
Value ($000) $14,522 Shares 455,103 Est. Cost $38.85 Unrealized
GD General Dynamics Corp 0.5%
Value ($000) $14,349 Shares 42,078 Est. Cost $170.59 Unrealized +83.9%
SPMO Invesco S&P500 Momentum ETF 0.5%
Value ($000) $14,272 Shares 117,896 Est. Cost $91.44 Unrealized
RPM RPM International Inc 0.5%
Value ($000) $14,106 Shares 119,666 Est. Cost $81.19 Unrealized +47.8%
CSCO Cisco Systems Inc 0.4%
Value ($000) $13,921 Shares 203,458 Est. Cost $35.80 Unrealized +88.2%
IWY iShares Russell Top 200 Growth ETF 0.4%
Value ($000) $13,898 Shares 50,788 Est. Cost $159.77 Unrealized
XLG Invesco S&P500 Top 50 ETF 0.4%
Value ($000) $13,723 Shares 238,579 Est. Cost $64.08 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.4%
Value ($000) $13,647 Shares 96,448 Est. Cost $126.95 Unrealized
DD DuPont de Nemours Inc 0.4%
Value ($000) $13,318 Shares 170,964 Est. Cost $25.63 Unrealized +21.5%
DHI D.R. Horton Inc 0.4%
Value ($000) $13,203 Shares 77,909 Est. Cost $69.62 Unrealized +125.0%
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR 0.4%
Value ($000) $13,152 Shares 47,089 Est. Cost $175.77 Unrealized
JPIE JPMorgan Income ETF 0.4%
Value ($000) $12,833 Shares 276,523 Est. Cost $46.41 Unrealized
KRE SPDR S&P Regional Banking ETF 0.4%
Value ($000) $12,806 Shares 202,301 Est. Cost $43.84 Unrealized
ADBE Adobe Inc 0.4%
Value ($000) $12,475 Shares 35,365 Est. Cost $425.56 Unrealized -15.7%
MRK Merck & Co Inc. 0.4%
Value ($000) $12,450 Shares 148,333 Est. Cost $71.31 Unrealized +13.6%
MET MetLife Inc 0.4%
Value ($000) $12,278 Shares 149,054 Est. Cost $50.14 Unrealized +55.4%
GOOGL Alphabet Inc. A 0.4%
Value ($000) $11,914 Shares 49,007 Est. Cost $146.26 Unrealized +43.0%
ASML ASML Holding NV ADR 0.4%
Value ($000) $11,872 Shares 12,263 Est. Cost $832.44 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.4%
Value ($000) $11,729 Shares 20,860 Est. Cost $526.82 Unrealized +7.1%
D Dominion Energy Inc 0.4%
Value ($000) $11,670 Shares 190,786 Est. Cost $54.25 Unrealized +7.5%
CI The Cigna Group 0.4%
Value ($000) $11,650 Shares 40,417 Est. Cost $207.76 Unrealized +41.1%
DFAS Dimensional U.S. Small Cap 0.4%
Value ($000) $11,569 Shares 168,989 Est. Cost $61.11 Unrealized
EFA iShares MSCI EAFE ETF 0.4%
Value ($000) $11,174 Shares 119,674 Est. Cost $65.86 Unrealized
AVGO Broadcom Inc 0.4%
Value ($000) $11,076 Shares 33,573 Est. Cost $162.91 Unrealized +87.7%
IDV iShares International Select Dividend ETF 0.4%
Value ($000) $10,985 Shares 300,539 Est. Cost $34.51 Unrealized
VTI Vanguard Total Stock Market ETF 0.3%
Value ($000) $10,488 Shares 31,957 Est. Cost $201.74 Unrealized
TAXX BondBloxx IRM Tax-Aware Short Duration ETF 0.3%
Value ($000) $10,189 Shares 199,857 Est. Cost $50.22 Unrealized
PFE Pfizer Inc 0.3%
Value ($000) $9,959 Shares 390,837 Est. Cost $25.39 Unrealized -4.9%
COST Costco Wholesale Corp 0.3%
Value ($000) $9,736 Shares 10,518 Est. Cost $575.36 Unrealized +66.3%
SAP SAP SE ADR 0.3%
Value ($000) $9,473 Shares 35,450 Est. Cost $113.61 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $9,408 Shares 50,740 Est. Cost $120.08 Unrealized +41.2%
VEU Vanguard FTSE All-Wld ex-US ETF 0.3%
Value ($000) $8,886 Shares 124,509 Est. Cost $59.38 Unrealized
JMST JPMorgan Ultra-Short Municipal ETF 0.3%
Value ($000) $8,734 Shares 171,115 Est. Cost $51.03 Unrealized
IWN iShares Russell 2000 Value ETF 0.3%
Value ($000) $8,718 Shares 49,308 Est. Cost $130.10 Unrealized
IWO iShares Russell 2000 Growth ETF 0.3%
Value ($000) $8,366 Shares 26,139 Est. Cost $191.12 Unrealized
HYLS First Trust Tactical High Yield ETF 0.3%
Value ($000) $8,146 Shares 193,722 Est. Cost $43.92 Unrealized
Unilever PLC ADR 0.3%
Value ($000) $7,878 Shares 132,900 Est. Cost $55.03 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $7,738 Shares 12,635 Est. Cost $402.22 Unrealized
VTV Vanguard Value ETF 0.2%
Value ($000) $7,623 Shares 40,876 Est. Cost $153.58 Unrealized
F Ford Motor Co. 0.2%
Value ($000) $7,412 Shares 619,732 Est. Cost $9.24 Unrealized +22.6%
SCZ iShares MSCI EAFE Small-Cap ETF 0.2%
Value ($000) $7,151 Shares 93,290 Est. Cost $57.44 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.2%
Value ($000) $6,603 Shares 100,171 Est. Cost $54.22 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.2%
Value ($000) $6,555 Shares 55,162 Est. Cost $84.78 Unrealized
XNAV FundX ETF 0.2%
Value ($000) $6,379 Shares 81,416 Est. Cost $53.58 Unrealized
MA Mastercard Inc. 0.2%
Value ($000) $5,954 Shares 10,468 Est. Cost $339.48 Unrealized +68.9%
JPST JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $5,825 Shares 114,824 Est. Cost $50.53 Unrealized
VO Vanguard Mid-Cap ETF 0.2%
Value ($000) $5,762 Shares 19,616 Est. Cost $160.79 Unrealized
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.2%
Value ($000) $5,735 Shares 55,644 Est. Cost $97.25 Unrealized
RPG Invesco S&P 500 Pure Growth ETF 0.2%
Value ($000) $5,579 Shares 116,904 Est. Cost $47.72 Unrealized
VV Vanguard Large-Cap ETF 0.2%
Value ($000) $5,557 Shares 18,050 Est. Cost $175.92 Unrealized
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2%
Value ($000) $5,421 Shares 41,791 Est. Cost $110.20 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.2%
Value ($000) $5,417 Shares 186,082 Est. Cost $31.57 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $5,155 Shares 10,325 Est. Cost $394.34 Unrealized +13.6%
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $5,089 Shares 20,012 Est. Cost $161.10 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.2%
Value ($000) $4,934 Shares 56,507 Est. Cost $73.27 Unrealized
IAU iShares Gold Trust 0.2%
Value ($000) $4,884 Shares 67,122 Est. Cost $39.72 Unrealized
HYG iShares iBoxx High Yield Corporate Bond ETF 0.2%
Value ($000) $4,756 Shares 58,573 Est. Cost $75.45 Unrealized
VONV Vanguard Russell 1000 Value ETF 0.1%
Value ($000) $4,623 Shares 51,734 Est. Cost $68.11 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $4,585 Shares 12,898 Est. Cost $245.63 Unrealized
VTIP Vanguard Short-Term Inflation-Protected Securities Index ETF 0.1%
Value ($000) $4,430 Shares 87,502 Est. Cost $50.27 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.1%
Value ($000) $4,254 Shares 42,429 Est. Cost $98.28 Unrealized
TIPZ PIMCO Broad U.S. TIPS Index ETF 0.1%
Value ($000) $4,177 Shares 77,739 Est. Cost $53.73 Unrealized
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 0.1%
Value ($000) $4,122 Shares 95,202 Est. Cost $44.89 Unrealized
ANGL VanEck Fallen Angel High Yield Bond ETF 0.1%
Value ($000) $4,090 Shares 137,585 Est. Cost $29.73 Unrealized
PLD Prologis, Inc. 0.1%
Value ($000) $3,793 Shares 33,123 Est. Cost $106.12 Unrealized +2.0%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $3,758 Shares 15,533 Est. Cost $200.64 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $3,624 Shares 19,104 Est. Cost $182.74 Unrealized
SMH VanEck Semiconductor ETF 0.1%
Value ($000) $3,592 Shares 11,005 Est. Cost $232.00 Unrealized
SOXX iShares Semiconductor ETF 0.1%
Value ($000) $3,575 Shares 13,184 Est. Cost $245.46 Unrealized
KLAC KLA Corp 0.1%
Value ($000) $3,571 Shares 3,311 Est. Cost $748.55 Unrealized +24.3%
ESGD iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $3,469 Shares 37,308 Est. Cost $77.96 Unrealized
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $3,443 Shares 16,911 Est. Cost $115.02 Unrealized
NULG Nuveen ESG Large-Cap Growth ETF 0.1%
Value ($000) $3,435 Shares 34,539 Est. Cost $58.81 Unrealized
VCR Vanguard Consumer Discretionary ETF 0.1%
Value ($000) $3,381 Shares 8,535 Est. Cost $312.64 Unrealized
NEAR BlackRock Short Duration Bond ETF 0.1%
Value ($000) $3,342 Shares 65,164 Est. Cost $50.85 Unrealized
GDX VanEck Gold Miners ETF 0.1%
Value ($000) $3,227 Shares 42,243 Est. Cost $25.52 Unrealized
IRM Iron Mountain Inc 0.1%
Value ($000) $3,227 Shares 31,657 Est. Cost $75.70 Unrealized +25.1%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $3,216 Shares 14,903 Est. Cost $212.61 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.1%
Value ($000) $3,162 Shares 69,078 Est. Cost $41.91 Unrealized
QQQM Invesco NASDAQ 100 ETF 0.1%
Value ($000) $3,115 Shares 12,604 Est. Cost $151.85 Unrealized
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF 0.1%
Value ($000) $3,110 Shares 122,856 Est. Cost $24.96 Unrealized
MTUM iShares MSCI USA Momentum Factor ETF 0.1%
Value ($000) $3,022 Shares 11,783 Est. Cost $207.15 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.1%
Value ($000) $2,984 Shares 7,415 Est. Cost $250.18 Unrealized
DIS The Walt Disney Co 0.1%
Value ($000) $2,964 Shares 25,890 Est. Cost $137.22 Unrealized -14.7%
ORCL Oracle Corp 0.1%
Value ($000) $2,959 Shares 10,523 Est. Cost $107.74 Unrealized +135.9%
CMF iShares California Muni Bond ETF 0.1%
Value ($000) $2,952 Shares 51,752 Est. Cost $56.81 Unrealized
PM Philip Morris International Inc 0.1%
Value ($000) $2,928 Shares 18,053 Est. Cost $86.49 Unrealized +91.0%
ILCG iShares Morningstar Growth ETF 0.1%
Value ($000) $2,750 Shares 26,371 Est. Cost $82.36 Unrealized
PG Procter & Gamble Co. 0.1%
Value ($000) $2,515 Shares 16,366 Est. Cost $103.97 Unrealized +49.0%
NULV Nuveen ESG Large-Cap Value ETF 0.1%
Value ($000) $2,511 Shares 57,303 Est. Cost $39.56 Unrealized
T AT&T Inc 0.1%
Value ($000) $2,496 Shares 88,373 Est. Cost $15.00 Unrealized +87.1%
NFLX Netflix Inc 0.1%
Value ($000) $2,463 Shares 2,054 Est. Cost $47.33 Unrealized +157.9%
HALO Halozyme Therapeutics Inc 0.1%
Value ($000) $2,461 Shares 33,558 Est. Cost $60.18 Unrealized +10.4%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $2,427 Shares 3,250 Est. Cost $682.11 Unrealized
SPDW SPDR Portfolio Developed Wld ex-US ETF 0.1%
Value ($000) $2,423 Shares 56,626 Est. Cost $35.35 Unrealized
IONS Ionis Pharmaceuticals, Inc. 0.1%
Value ($000) $2,383 Shares 36,426 Est. Cost $35.63 Unrealized +37.0%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $2,350 Shares 25,706 Est. Cost $91.52 Unrealized
DFCA Dimensional California Municipal Bond ETF 0.1%
Value ($000) $2,342 Shares 46,995 Est. Cost $49.86 Unrealized
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $2,334 Shares 8,279 Est. Cost $194.13 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.1%
Value ($000) $2,329 Shares 42,089 Est. Cost $45.17 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $2,285 Shares 7,519 Est. Cost $244.88 Unrealized +23.1%
ARKW ARK Next Generation Internet ETF 0.1%
Value ($000) $2,176 Shares 12,461 Est. Cost $158.76 Unrealized
TIGO Millicom Intl Cell 0.1%
Value ($000) $2,149 Shares 44,278 Est. Cost $37.82 Unrealized +16.0%
TDTT Flexshares iBoxx 3-Year Target Duration ETF 0.1%
Value ($000) $2,148 Shares 88,302 Est. Cost $24.24 Unrealized
STPZ PIMCO 1-5 Year US TIPS Index ETF 0.1%
Value ($000) $2,089 Shares 38,557 Est. Cost $53.81 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $2,083 Shares 38,445 Est. Cost $44.90 Unrealized
WMS Advanced Drainage Systems, Inc. 0.1%
Value ($000) $2,082 Shares 15,008 Est. Cost $118.71 Unrealized +10.4%
SCHB Schwab US Broad Market ETF 0.1%
Value ($000) $2,066 Shares 80,356 Est. Cost $29.07 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $2,062 Shares 8,906 Est. Cost $121.57 Unrealized +66.1%
WM Waste Management Inc 0.1%
Value ($000) $2,058 Shares 9,317 Est. Cost $184.16 Unrealized +21.5%
LOW Lowe's Companies Inc 0.1%
Value ($000) $2,056 Shares 8,180 Est. Cost $210.81 Unrealized +15.8%
WYNN Wynn Resorts Ltd 0.1%
Value ($000) $2,056 Shares 16,027 Est. Cost $95.88 Unrealized +20.0%
FTI FMC Technologies, Inc. 0.1%
Value ($000) $2,033 Shares 51,528 Est. Cost $32.38 Unrealized +12.8%
IWR iShares Russell Mid-Cap ETF 0.1%
Value ($000) $2,029 Shares 21,015 Est. Cost $76.76 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1%
Value ($000) $1,986 Shares 20,711 Est. Cost $86.14 Unrealized
GH Guardant Health, Inc. 0.1%
Value ($000) $1,977 Shares 31,640 Est. Cost $47.60 Unrealized +14.3%
WFC Wells Fargo & Co 0.1%
Value ($000) $1,974 Shares 23,554 Est. Cost $32.25 Unrealized +149.6%
SVOL Simplify Volatility Premium ETF 0.1%
Value ($000) $1,971 Shares 109,479 Est. Cost $18.00 Unrealized
IDCC InterDigital, Inc. 0.1%
Value ($000) $1,965 Shares 5,691 Est. Cost $232.86 Unrealized +16.7%
EFG iShares MSCI EAFE Growth ETF 0.1%
Value ($000) $1,942 Shares 17,053 Est. Cost $84.63 Unrealized
DLR Digital Realty Trust Inc 0.1%
Value ($000) $1,929 Shares 11,159 Est. Cost $136.01 Unrealized +24.0%
ESGU iShares ESG Aware MSCI USA ETF 0.1%
Value ($000) $1,873 Shares 12,863 Est. Cost $129.44 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $1,863 Shares 31,099 Est. Cost $46.41 Unrealized
HYD VanEck High Yield Muni ETF 0.1%
Value ($000) $1,862 Shares 36,575 Est. Cost $50.90 Unrealized
UPS United Parcel Service Inc Class B 0.1%
Value ($000) $1,852 Shares 22,177 Est. Cost $99.56 Unrealized -11.5%
WTFC Wintrust Financial Corp 0.1%
Value ($000) $1,821 Shares 13,749 Est. Cost $121.99 Unrealized +8.2%
EZA iShares MSCI South Africa ETF 0.1%
Value ($000) $1,799 Shares 28,060 Est. Cost $53.75 Unrealized
IRTC iRhythm Technologies Inc 0.1%
Value ($000) $1,789 Shares 10,399 Est. Cost $140.06 Unrealized +13.5%
SCHC Schwab International Small-Cap Equity ETF 0.1%
Value ($000) $1,751 Shares 38,475 Est. Cost $31.34 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.1%
Value ($000) $1,744 Shares 22,260 Est. Cost $54.57 Unrealized
FNDC Schwab Fundamental International Small Equity ETF 0.1%
Value ($000) $1,741 Shares 39,106 Est. Cost $42.05 Unrealized
DKNG DraftKings Inc Ordinary Shares - Class A 0.1%
Value ($000) $1,735 Shares 46,401 Est. Cost $39.04 Unrealized +13.6%
PLNT Planet Fitness, Inc 0.1%
Value ($000) $1,732 Shares 16,689 Est. Cost $102.40 Unrealized +3.8%
STRL Sterling Infrastructure, Inc. 0.1%
Value ($000) $1,713 Shares 5,042 Est. Cost $197.76 Unrealized +43.5%
XLF Financial Select Sector SPDR ETF 0.1%
Value ($000) $1,708 Shares 31,703 Est. Cost $39.34 Unrealized
SNPE Xtrackers S&P 500 Scored & Screened ETF 0.1%
Value ($000) $1,694 Shares 28,220 Est. Cost $38.90 Unrealized
EWW iShares MSCI Mexico ETF 0.1%
Value ($000) $1,679 Shares 24,613 Est. Cost $60.56 Unrealized
LLY Eli Lilly and Co 0.1%
Value ($000) $1,670 Shares 2,189 Est. Cost $506.02 Unrealized +46.7%
GMED Globus Medical Inc Class A 0.1%
Value ($000) $1,662 Shares 29,023 Est. Cost $61.63 Unrealized -6.6%
FCFS FirstCash Holdings, Inc. 0.1%
Value ($000) $1,650 Shares 10,414 Est. Cost $131.21 Unrealized +5.9%
BILS SPDR Bloomberg 3-12 Month T-Bill ETF 0.1%
Value ($000) $1,641 Shares 16,494 Est. Cost $99.43 Unrealized
RDNT RadNet Inc 0.1%
Value ($000) $1,627 Shares 21,354 Est. Cost $58.69 Unrealized +10.6%
GDS GDS Holdings Limited ADR 0.1%
Value ($000) $1,616 Shares 41,768 Est. Cost $33.57 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $1,588 Shares 8,255 Est. Cost $176.27 Unrealized +16.1%
SCHF Schwab International Equity ETF 0.1%
Value ($000) $1,584 Shares 68,042 Est. Cost $26.93 Unrealized
NTRA Natera, Inc. 0.1%
Value ($000) $1,580 Shares 9,818 Est. Cost $156.67 Unrealized +1.0%
MRCY Mercury Systems, Inc. 0.1%
Value ($000) $1,580 Shares 20,407 Est. Cost $49.03 Unrealized +26.8%
PEN Penumbra, Inc 0.1%
Value ($000) $1,572 Shares 6,204 Est. Cost $265.02 Unrealized -4.8%
LRN Stride, Inc. 0.1%
Value ($000) $1,568 Shares 10,526 Est. Cost $145.37 Unrealized +0.8%
GTLB Gitlab Inc. 0.0%
Value ($000) $1,567 Shares 34,751 Est. Cost $45.74 Unrealized +0.0%
VRRM Verra Mobility Corporation 0.0%
Value ($000) $1,558 Shares 63,073 Est. Cost $23.82 Unrealized +3.8%
YETI YETI Holdings Inc 0.0%
Value ($000) $1,501 Shares 45,251 Est. Cost $32.05 Unrealized +9.0%
MO Altria Group Inc 0.0%
Value ($000) $1,486 Shares 22,490 Est. Cost $34.51 Unrealized +78.0%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $1,474 Shares 4,268 Est. Cost $407.88 Unrealized -26.7%
SXT Sensient Technologies Corporation 0.0%
Value ($000) $1,466 Shares 15,617 Est. Cost $96.85 Unrealized +13.0%
CRUS Cirrus Logic, Inc. 0.0%
Value ($000) $1,449 Shares 11,562 Est. Cost $103.66 Unrealized +7.4%
PIPR Piper Jaffray Companies 0.0%
Value ($000) $1,440 Shares 4,150 Est. Cost $277.01 Unrealized +17.8%
BFAM Bright Horizons Family Solutions Inc. 0.0%
Value ($000) $1,435 Shares 13,215 Est. Cost $120.21 Unrealized -3.7%
OSK Oshkosh Corporation 0.0%
Value ($000) $1,432 Shares 11,044 Est. Cost $108.18 Unrealized +21.5%
DT Dynatrace, Inc. 0.0%
Value ($000) $1,428 Shares 29,475 Est. Cost $50.28 Unrealized +0.7%
HQY HealthEquity, Inc. 0.0%
Value ($000) $1,427 Shares 15,053 Est. Cost $94.45 Unrealized -0.4%
CAKE Cheesecake Factory 0.0%
Value ($000) $1,424 Shares 26,055 Est. Cost $55.50 Unrealized +9.5%
CRS Carpenter Technology Corporation 0.0%
Value ($000) $1,422 Shares 5,791 Est. Cost $230.92 Unrealized +10.5%
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $1,416 Shares 6,624 Est. Cost $213.73 Unrealized
CELH Celsius Holdings, Inc. 0.0%
Value ($000) $1,415 Shares 24,621 Est. Cost $42.25 Unrealized +23.8%
TTEK Tetra Tech, Inc. 0.0%
Value ($000) $1,409 Shares 42,224 Est. Cost $34.43 Unrealized +5.6%
HON Honeywell International Inc 0.0%
Value ($000) $1,383 Shares 6,569 Est. Cost $187.52 Unrealized +10.4%
BSY Bentley Systems, Incorporated 0.0%
Value ($000) $1,380 Shares 26,813 Est. Cost $49.12 Unrealized +11.2%
SGHC Super Group SGHC Limited 0.0%
Value ($000) $1,380 Shares 104,542 Est. Cost $11.77 Unrealized 0.0%
UEC Uranium Energy Corp 0.0%
Value ($000) $1,373 Shares 102,950 Est. Cost $7.28 Unrealized +37.5%
ON ON Semiconductor Corp. 0.0%
Value ($000) $1,369 Shares 27,757 Est. Cost $47.23 Unrealized +11.4%
QTWO Q2 Holdings Inc 0.0%
Value ($000) $1,367 Shares 18,881 Est. Cost $83.55 Unrealized -1.7%
ELF E.L.F. Beauty Inc 0.0%
Value ($000) $1,363 Shares 10,286 Est. Cost $98.66 Unrealized +25.0%
PEP PepsiCo Inc 0.0%
Value ($000) $1,359 Shares 9,675 Est. Cost $129.48 Unrealized +8.5%
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $1,357 Shares 3,116 Est. Cost $417.03 Unrealized
EMBJ Embraer SA ADR 0.0%
Value ($000) $1,354 Shares 22,402 Est. Cost $58.37 Unrealized
OLLI Ollie's Bargain Outlet Holdings, Inc. 0.0%
Value ($000) $1,343 Shares 10,463 Est. Cost $120.94 Unrealized +9.8%
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $1,327 Shares 10,532 Est. Cost $85.84 Unrealized
DFNM Dimensional National Municipal Bond ETF 0.0%
Value ($000) $1,282 Shares 26,715 Est. Cost $47.65 Unrealized
CIBR First Trust NASDAQ Cybersecurity ETF 0.0%
Value ($000) $1,279 Shares 16,824 Est. Cost $58.47 Unrealized
ZWS Zurn Elkay Water Solutions C 0.0%
Value ($000) $1,278 Shares 27,178 Est. Cost $36.28 Unrealized +18.3%
SNEX StoneX Group Inc. 0.0%
Value ($000) $1,269 Shares 12,575 Est. Cost $88.50 Unrealized +7.9%
RTX RTX Corp 0.0%
Value ($000) $1,267 Shares 7,570 Est. Cost $94.77 Unrealized +62.8%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $1,264 Shares 42,633 Est. Cost $41.71 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $1,254 Shares 6,107 Est. Cost $183.53 Unrealized +16.0%
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $1,248 Shares 19,630 Est. Cost $42.97 Unrealized
KNF Knife River Corporation 0.0%
Value ($000) $1,242 Shares 16,155 Est. Cost $87.58 Unrealized -6.7%
SHV iShares Short Treasury Bond ETF 0.0%
Value ($000) $1,238 Shares 11,203 Est. Cost $110.46 Unrealized
PSTG Pure Storage, Inc. 0.0%
Value ($000) $1,236 Shares 14,750 Est. Cost $49.76 Unrealized +33.6%
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $1,233 Shares 16,994 Est. Cost $101.12 Unrealized
NTNX Nutanix, Inc. 0.0%
Value ($000) $1,222 Shares 16,426 Est. Cost $72.45 Unrealized +1.3%
SUSC iShares ESG USD Corporate Bond ETF 0.0%
Value ($000) $1,177 Shares 49,946 Est. Cost $23.56 Unrealized
VICI Vici Properties Inc 0.0%
Value ($000) $1,169 Shares 35,859 Est. Cost $26.96 Unrealized +18.9%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $1,168 Shares 7,176 Est. Cost $70.96 Unrealized +75.7%
SLYG SPDR S&P 600 Small Cap Growth ETF 0.0%
Value ($000) $1,164 Shares 12,337 Est. Cost $85.95 Unrealized
AOM iShares Core 40/60 Moderate Allocation ETF 0.0%
Value ($000) $1,152 Shares 24,217 Est. Cost $40.84 Unrealized
GLBE Global-e Online Ltd 0.0%
Value ($000) $1,146 Shares 32,049 Est. Cost $33.89 Unrealized +0.7%
SFM Sprouts Farmers Market, Inc. 0.0%
Value ($000) $1,146 Shares 10,529 Est. Cost $156.72 Unrealized -7.2%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $1,136 Shares 17,400 Est. Cost $91.58 Unrealized
RH RH 0.0%
Value ($000) $1,134 Shares 5,581 Est. Cost $217.25 Unrealized 0.0%
VCIT Vanguard Interm-Term Corp Bd ETF 0.0%
Value ($000) $1,133 Shares 13,469 Est. Cost $79.47 Unrealized
LRCX Lam Research Corporation 0.0%
Value ($000) $1,123 Shares 8,384 Est. Cost $105.52 Unrealized 0.0%
ESE ESCO Technologies Inc 0.0%
Value ($000) $1,118 Shares 5,296 Est. Cost $177.22 Unrealized +11.5%
CHWY Chewy Inc 0.0%
Value ($000) $1,108 Shares 27,396 Est. Cost $39.36 Unrealized -2.0%
YieldMax Ultra Option Income Strategy ETF 0.0%
Value ($000) $1,108 Shares 202,507 Est. Cost $5.47 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $1,107 Shares 2,321 Est. Cost $336.35 Unrealized +26.5%
Pebblebrook 6.375 PFD PFD Ser E 0.0%
Value ($000) $1,105 Shares 54,658 Est. Cost $17.15 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $1,100 Shares 11,223 Est. Cost $73.23 Unrealized +27.7%
LXP Industrial 6.5 PFD Conv Ser C 0.0%
Value ($000) $1,099 Shares 22,892 Est. Cost $45.37 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $1,092 Shares 1,440 Est. Cost $448.57 Unrealized +63.9%
SLAB Silicon Laboratories, Inc. 0.0%
Value ($000) $1,088 Shares 8,298 Est. Cost $124.82 Unrealized +9.1%
MEAR BlackRock Short Maturity Municipal Bond ETF 0.0%
Value ($000) $1,078 Shares 21,333 Est. Cost $50.51 Unrealized
PINS Pinterest, Inc. 0.0%
Value ($000) $1,075 Shares 33,406 Est. Cost $32.31 Unrealized +12.2%
AOR iShares Core Growth Allocation ETF 0.0%
Value ($000) $1,072 Shares 16,658 Est. Cost $56.44 Unrealized
CIEN Ciena Corp 0.0%
Value ($000) $1,067 Shares 7,323 Est. Cost $71.73 Unrealized +42.0%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $1,064 Shares 7,719 Est. Cost $98.90 Unrealized
GSHD Goosehead Insurance, Inc. 0.0%
Value ($000) $1,056 Shares 14,184 Est. Cost $99.16 Unrealized -11.2%
ACN Accenture PLC Class A 0.0%
Value ($000) $1,045 Shares 4,238 Est. Cost $293.74 Unrealized -11.3%
NEE NextEra Energy Inc 0.0%
Value ($000) $1,041 Shares 13,793 Est. Cost $65.30 Unrealized +10.6%
ITOT iShares Core S&P Total US Stock Mkt ETF 0.0%
Value ($000) $1,014 Shares 6,965 Est. Cost $116.98 Unrealized
CyberArk Software Ltd. 0.0%
Value ($000) $1,013 Shares 2,097 Est. Cost $406.88 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $999 Shares 11,813 Est. Cost $76.72 Unrealized +15.4%
CWST Casella Waste Systems, Inc. 0.0%
Value ($000) $999 Shares 10,528 Est. Cost $110.08 Unrealized -8.5%
BJ BJ'S Wholesale Club Holdings, Inc 0.0%
Value ($000) $997 Shares 10,688 Est. Cost $109.76 Unrealized -6.9%
PLMR Palomar Holdings, Inc. 0.0%
Value ($000) $995 Shares 8,526 Est. Cost $144.36 Unrealized -12.2%
SHW Sherwin-Williams Co 0.0%
Value ($000) $983 Shares 2,840 Est. Cost $307.35 Unrealized +14.3%
SHAK Shake Shack Inc. 0.0%
Value ($000) $972 Shares 10,383 Est. Cost $111.10 Unrealized +3.4%
CWAN Clearwater Analytics Holdings, Inc. 0.0%
Value ($000) $967 Shares 53,649 Est. Cost $21.97 Unrealized -7.7%
HCA HCA Healthcare Inc 0.0%
Value ($000) $959 Shares 2,250 Est. Cost $324.20 Unrealized +19.2%
MUNI PIMCO Intermediate Muni Bd Actv ETF 0.0%
Value ($000) $959 Shares 18,347 Est. Cost $51.58 Unrealized
SGOV iShares 0-3 Month Treasury Bond ETF 0.0%
Value ($000) $948 Shares 9,413 Est. Cost $100.67 Unrealized
WEEK Roundhill Weekly T-Bill ETF 0.0%
Value ($000) $947 Shares 9,472 Est. Cost $100.03 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $933 Shares 6,665 Est. Cost $126.99 Unrealized
CRDO Credo Technology Group Holding Ltd 0.0%
Value ($000) $933 Shares 6,406 Est. Cost $58.32 Unrealized +109.9%
SLG SL Green Realty Corp. 0.0%
Value ($000) $932 Shares 15,575 Est. Cost $61.90 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $922 Shares 4,782 Est. Cost $164.61 Unrealized +6.0%
CPRX Catalyst Pharmaceuticals, Inc. 0.0%
Value ($000) $917 Shares 46,540 Est. Cost $22.32 Unrealized -7.8%
MCK McKesson Corp 0.0%
Value ($000) $914 Shares 1,183 Est. Cost $552.61 Unrealized +27.2%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $913 Shares 1,883 Est. Cost $576.64 Unrealized -19.4%
SUSL iShares ESG MSCI USA Leaders ETF 0.0%
Value ($000) $908 Shares 7,760 Est. Cost $69.01 Unrealized
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $892 Shares 10,057 Est. Cost $84.04 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $888 Shares 33,694 Est. Cost $31.75 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $883 Shares 4,455 Est. Cost $248.96 Unrealized -20.3%
TGT Target Corp 0.0%
Value ($000) $882 Shares 9,838 Est. Cost $109.79 Unrealized -11.9%
NUSC Nuveen ESG Small-Cap ETF 0.0%
Value ($000) $882 Shares 19,995 Est. Cost $40.18 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $871 Shares 3,086 Est. Cost $244.31 Unrealized +12.6%
RELY Remitly Global, Inc. 0.0%
Value ($000) $868 Shares 53,276 Est. Cost $19.73 Unrealized -9.0%
IBM International Business Machines Corp 0.0%
Value ($000) $866 Shares 3,069 Est. Cost $136.83 Unrealized +89.7%
WING Wingstop, Inc. 0.0%
Value ($000) $863 Shares 3,428 Est. Cost $298.08 Unrealized +4.2%
SCHW Charles Schwab Corp 0.0%
Value ($000) $862 Shares 9,025 Est. Cost $72.17 Unrealized +31.0%
MS Morgan Stanley 0.0%
Value ($000) $854 Shares 5,371 Est. Cost $100.74 Unrealized +45.4%
PAR PAR Technology Corporation 0.0%
Value ($000) $847 Shares 21,392 Est. Cost $59.72 Unrealized -7.5%
HYXF iShares ESG Advanced High Yield Corporate Bond ETF 0.0%
Value ($000) $844 Shares 17,766 Est. Cost $47.52 Unrealized
WMB Williams Companies Inc 0.0%
Value ($000) $840 Shares 13,260 Est. Cost $38.22 Unrealized +51.3%
IGV iShares Expanded Tech-Software Sect ETF 0.0%
Value ($000) $835 Shares 7,260 Est. Cost $99.06 Unrealized
KKR KKR & Co Inc Ordinary Shares 0.0%
Value ($000) $822 Shares 6,324 Est. Cost $103.80 Unrealized +36.5%
KO Coca-Cola Co 0.0%
Value ($000) $806 Shares 12,149 Est. Cost $62.20 Unrealized +9.2%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $801 Shares 2,727 Est. Cost $185.92 Unrealized
PHG Koninklijke Philips NV ADR 0.0%
Value ($000) $790 Shares 28,986 Est. Cost $26.93 Unrealized
NKE Nike Inc. 0.0%
Value ($000) $788 Shares 11,301 Est. Cost $99.24 Unrealized -25.6%
Pebblebrook Ho 6.3 PFD PFD Ser F 0.0%
Value ($000) $778 Shares 38,491 Est. Cost $17.51 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $770 Shares 11,351 Est. Cost $58.83 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $764 Shares 1,254 Est. Cost $365.14 Unrealized +54.3%
MDY SPDR S&P MIDCAP 400 ETF Trust 0.0%
Value ($000) $764 Shares 1,281 Est. Cost $386.85 Unrealized
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $750 Shares 6,330 Est. Cost $99.87 Unrealized
XLI Industrial Select Sector SPDR ETF 0.0%
Value ($000) $742 Shares 4,811 Est. Cost $123.99 Unrealized
XLU SPDR Utilities Select Sector ETF 0.0%
Value ($000) $734 Shares 8,416 Est. Cost $66.56 Unrealized
SUI Sun Communities Inc 0.0%
Value ($000) $734 Shares 5,688 Est. Cost $120.56 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $724 Shares 3,558 Est. Cost $144.14 Unrealized +32.8%
AOK iShares Core 30/70 Conservative Allocation ETF 0.0%
Value ($000) $722 Shares 17,986 Est. Cost $37.63 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $719 Shares 5,297 Est. Cost $96.67 Unrealized
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $713 Shares 3,548 Est. Cost $151.88 Unrealized +28.9%
PBE Invesco Biotechnology & Genome ETF 0.0%
Value ($000) $713 Shares 10,200 Est. Cost $65.59 Unrealized
PSA Public Storage 0.0%
Value ($000) $703 Shares 2,434 Est. Cost $257.67 Unrealized +9.3%
CSX CSX Corp 0.0%
Value ($000) $700 Shares 19,705 Est. Cost $33.03 Unrealized +2.7%
IWC iShares Micro-Cap ETF 0.0%
Value ($000) $691 Shares 4,634 Est. Cost $96.57 Unrealized
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $690 Shares 867 Est. Cost $472.34 Unrealized +55.6%
AES AES Corp. 0.0%
Value ($000) $689 Shares 52,325 Est. Cost $14.49 Unrealized -11.9%
ARKQ ARK Autonomous Technology&Robotics ETF 0.0%
Value ($000) $687 Shares 6,154 Est. Cost $73.63 Unrealized
PLTR Palantir Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $678 Shares 3,717 Est. Cost $76.69 Unrealized +111.3%
TXN Texas Instruments Inc 0.0%
Value ($000) $676 Shares 3,677 Est. Cost $132.24 Unrealized +46.2%
RXST RxSight, Inc. 0.0%
Value ($000) $669 Shares 74,406 Est. Cost $12.71 Unrealized -30.9%
SYK Stryker Corp 0.0%
Value ($000) $667 Shares 1,804 Est. Cost $380.62 Unrealized +1.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $653 Shares 3,925 Est. Cost $159.34 Unrealized -1.3%
DFAE Dimensional Emerging Core Equity Mkt ETF 0.0%
Value ($000) $650 Shares 20,609 Est. Cost $24.12 Unrealized
IBIT iShares Bitcoin ETF 0.0%
Value ($000) $647 Shares 9,952 Est. Cost $53.67 Unrealized
SPEM SPDR Portfolio Emerging Markets ETF 0.0%
Value ($000) $639 Shares 13,655 Est. Cost $36.66 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $637 Shares 2,453 Est. Cost $259.60 Unrealized
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.0%
Value ($000) $634 Shares 14,069 Est. Cost $39.06 Unrealized
ICF iShares Cohen & Steers REIT ETF 0.0%
Value ($000) $632 Shares 10,258 Est. Cost $72.59 Unrealized
AOA iShares Core Aggressive Allocation ETF 0.0%
Value ($000) $624 Shares 7,081 Est. Cost $63.65 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $619 Shares 2,913 Est. Cost $186.18 Unrealized +17.0%
PFSI PennyMac Financial Services Inc Class A 0.0%
Value ($000) $613 Shares 4,949 Est. Cost $62.56 Unrealized +71.7%
ROK Rockwell Automation Inc 0.0%
Value ($000) $608 Shares 1,740 Est. Cost $274.46 Unrealized +25.1%
NICE NICE Ltd. 0.0%
Value ($000) $601 Shares 4,150 Est. Cost $171.97 Unrealized
PGR Progressive Corp 0.0%
Value ($000) $601 Shares 2,433 Est. Cost $198.37 Unrealized +16.8%
MBB iShares MBS ETF 0.0%
Value ($000) $591 Shares 6,216 Est. Cost $95.15 Unrealized
SHY iShares 1-3 Year Treasury Bond ETF 0.0%
Value ($000) $590 Shares 7,115 Est. Cost $83.82 Unrealized
JEPI JPMorgan Equity Premium Income ETF 0.0%
Value ($000) $589 Shares 10,314 Est. Cost $56.83 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $586 Shares 614 Est. Cost $659.92 Unrealized +34.6%
BRBR BellRing brands, Inc. 0.0%
Value ($000) $583 Shares 16,049 Est. Cost $58.75 Unrealized -23.1%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $581 Shares 17,403 Est. Cost $25.13 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $572 Shares 1,529 Est. Cost $314.13 Unrealized +15.6%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $567 Shares 11,768 Est. Cost $47.25 Unrealized
KMI Kinder Morgan Inc Class P 0.0%
Value ($000) $567 Shares 20,025 Est. Cost $17.73 Unrealized +52.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $565 Shares 5,090 Est. Cost $69.34 Unrealized +61.9%
TJX TJX Companies Inc 0.0%
Value ($000) $562 Shares 3,885 Est. Cost $85.79 Unrealized +54.2%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $555 Shares 4,595 Est. Cost $98.83 Unrealized
IYW iShares US Technology ETF 0.0%
Value ($000) $549 Shares 2,801 Est. Cost $141.02 Unrealized
CLS Celestica Inc. 0.0%
Value ($000) $542 Shares 2,200 Est. Cost $106.30 Unrealized +89.7%
USMC Principal US Mega-Cap ETF 0.0%
Value ($000) $527 Shares 7,732 Est. Cost $47.81 Unrealized
MSTR MicroStrategy Inc Class A 0.0%
Value ($000) $509 Shares 1,581 Est. Cost $364.26 Unrealized +1.9%
VZ Verizon Communications Inc 0.0%
Value ($000) $501 Shares 11,392 Est. Cost $38.10 Unrealized +11.5%
DUK Duke Energy Corp 0.0%
Value ($000) $496 Shares 4,011 Est. Cost $94.26 Unrealized +27.1%
STX Seagate Technology Holdings PLC 0.0%
Value ($000) $496 Shares 2,099 Est. Cost $102.43 Unrealized +65.7%
PFF iShares Preferred & Income Securities ETF 0.0%
Value ($000) $493 Shares 15,585 Est. Cost $31.59 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.0%
Value ($000) $489 Shares 6,242 Est. Cost $77.22 Unrealized
EWY iShares MSCI South Korea ETF 0.0%
Value ($000) $487 Shares 6,086 Est. Cost $80.10 Unrealized
MAR Marriott International Inc Class A 0.0%
Value ($000) $487 Shares 1,869 Est. Cost $174.81 Unrealized +53.0%
COR Cencora Inc 0.0%
Value ($000) $482 Shares 1,542 Est. Cost $293.50 Unrealized 0.0%
MCHP Microchip Technology Inc 0.0%
Value ($000) $474 Shares 7,377 Est. Cost $77.71 Unrealized -13.9%
VOX Vanguard Communication Services ETF 0.0%
Value ($000) $469 Shares 2,500 Est. Cost $187.73 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $465 Shares 681 Est. Cost $629.76 Unrealized +14.2%
PGX Invesco Preferred ETF 0.0%
Value ($000) $464 Shares 40,000 Est. Cost $11.53 Unrealized
GWX SPDR S&P International Small Cap ETF 0.0%
Value ($000) $460 Shares 11,445 Est. Cost $27.85 Unrealized
SPHQ Invesco S&P500 Quality ETF 0.0%
Value ($000) $458 Shares 6,244 Est. Cost $64.19 Unrealized
ITB iShares US Home Construction ETF 0.0%
Value ($000) $449 Shares 4,191 Est. Cost $98.22 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $449 Shares 16,102 Est. Cost $38.03 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $448 Shares 4,699 Est. Cost $81.19 Unrealized +12.4%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $437 Shares 2,594 Est. Cost $141.81 Unrealized +25.3%
ESGE iShares ESG Aware MSCI EM ETF 0.0%
Value ($000) $436 Shares 10,048 Est. Cost $37.47 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $434 Shares 13,807 Est. Cost $36.59 Unrealized -9.4%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $428 Shares 18,240 Est. Cost $36.43 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $425 Shares 5,818 Est. Cost $58.97 Unrealized +27.3%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $419 Shares 5,363 Est. Cost $78.09 Unrealized
USB U.S. Bancorp 0.0%
Value ($000) $416 Shares 8,612 Est. Cost $42.61 Unrealized +8.8%
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $416 Shares 2,986 Est. Cost $145.85 Unrealized
DIA SPDR Dow Jones Industrial Avrg ETF Tr 0.0%
Value ($000) $413 Shares 890 Est. Cost $391.13 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $400 Shares 4,638 Est. Cost $48.96 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $398 Shares 7,168 Est. Cost $69.44 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $393 Shares 878 Est. Cost $416.08 Unrealized +15.3%
IYF iShares U.S. Financials ETF 0.0%
Value ($000) $390 Shares 3,082 Est. Cost $97.49 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $388 Shares 2,047 Est. Cost $189.41 Unrealized
SPYX SPDR S&P 500 Fossil Fuel Rsrv Free ETF 0.0%
Value ($000) $385 Shares 7,011 Est. Cost $54.85 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $383 Shares 1,834 Est. Cost $208.71 Unrealized
XLY SPDR Fund Consumer Discre Select ETF 0.0%
Value ($000) $375 Shares 1,563 Est. Cost $199.54 Unrealized
KOMP SPDR S&P Kensho New Economies Composite ETF 0.0%
Value ($000) $359 Shares 5,773 Est. Cost $62.26 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $359 Shares 1,518 Est. Cost $230.03 Unrealized -3.0%
CL Colgate-Palmolive Co 0.0%
Value ($000) $358 Shares 4,483 Est. Cost $88.47 Unrealized -4.3%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $354 Shares 1,715 Est. Cost $162.39 Unrealized
FFIN First Financial Bankshares Inc 0.0%
Value ($000) $354 Shares 10,519 Est. Cost $46.58 Unrealized -23.6%
DFUS Dimensional U.S. Equity ETF 0.0%
Value ($000) $350 Shares 4,833 Est. Cost $44.19 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $349 Shares 4,625 Est. Cost $61.21 Unrealized +10.8%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $348 Shares 1,991 Est. Cost $143.29 Unrealized
USIG iShares Broad USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $344 Shares 6,590 Est. Cost $52.22 Unrealized
DLS WisdomTree International SmallCp Div ETF 0.0%
Value ($000) $340 Shares 4,273 Est. Cost $63.05 Unrealized
SMB VanEck Short Muni ETF 0.0%
Value ($000) $336 Shares 19,270 Est. Cost $16.88 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $335 Shares 1,222 Est. Cost $249.91 Unrealized +8.2%
ZTS Zoetis Inc Class A 0.0%
Value ($000) $328 Shares 2,239 Est. Cost $162.59 Unrealized -7.4%
TMUS T-Mobile US Inc 0.0%
Value ($000) $327 Shares 1,366 Est. Cost $148.21 Unrealized +62.1%
EMR Emerson Electric Co 0.0%
Value ($000) $327 Shares 2,489 Est. Cost $102.91 Unrealized +31.6%
TEL TE Connectivity PLC 0.0%
Value ($000) $325 Shares 1,482 Est. Cost $150.92 Unrealized +32.5%
CLX Clorox Co 0.0%
Value ($000) $324 Shares 2,625 Est. Cost $131.38 Unrealized -7.0%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $322 Shares 2,267 Est. Cost $122.26 Unrealized
MDLZ Mondelez International Inc Class A 0.0%
Value ($000) $321 Shares 5,141 Est. Cost $59.71 Unrealized +6.2%
SRE Sempra 0.0%
Value ($000) $319 Shares 3,550 Est. Cost $79.82 Unrealized 0.0%
AB Alliance Bernstein Holdings LP 0.0%
Value ($000) $307 Shares 8,029 Est. Cost $33.79 Unrealized
UDR Udr Inc 0.0%
Value ($000) $306 Shares 8,215 Est. Cost $37.96 Unrealized +1.4%
BLK BlackRock, Inc. 0.0%
Value ($000) $303 Shares 259 Est. Cost $980.02 Unrealized +13.1%
IAT iShares US Regional Banks ETF 0.0%
Value ($000) $302 Shares 5,756 Est. Cost $42.91 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $301 Shares 1,981 Est. Cost $134.32 Unrealized +8.7%
STIP iShares 0-5 Year TIPS Bond ETF 0.0%
Value ($000) $295 Shares 2,852 Est. Cost $102.91 Unrealized
EXR Extra Space Storage Inc 0.0%
Value ($000) $293 Shares 2,079 Est. Cost $139.75 Unrealized +0.6%
PWR Quanta Services Inc 0.0%
Value ($000) $292 Shares 704 Est. Cost $320.76 Unrealized +21.1%
DELL Dell Technologies Inc. 0.0%
Value ($000) $290 Shares 2,044 Est. Cost $112.84 Unrealized +14.5%
USXF iShares ESG Advanced MSCI USA ETF 0.0%
Value ($000) $289 Shares 5,040 Est. Cost $49.72 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $288 Shares 3,921 Est. Cost $67.28 Unrealized
COIN Coinbase Global Inc Ordinary Shares - Class A 0.0%
Value ($000) $279 Shares 827 Est. Cost $233.78 Unrealized +45.0%
DE Deere & Co 0.0%
Value ($000) $277 Shares 605 Est. Cost $381.79 Unrealized +28.2%
FMS Fresenius Medical Care AG ADR 0.0%
Value ($000) $276 Shares 10,482 Est. Cost $34.82 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $274 Shares 925 Est. Cost $296.29 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $274 Shares 554 Est. Cost $565.30 Unrealized 0.0%
ARKF ARK Fintech Innovation ETF 0.0%
Value ($000) $271 Shares 4,775 Est. Cost $50.47 Unrealized
CRBN iShares MSCI ACWI Low Carbon 0.0%
Value ($000) $271 Shares 1,195 Est. Cost $226.87 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $271 Shares 641 Est. Cost $287.98 Unrealized +32.2%
PWRD TCW Transform Systems ETF 0.0%
Value ($000) $271 Shares 2,769 Est. Cost $97.69 Unrealized
TPC Tutor Perini Corp 0.0%
Value ($000) $268 Shares 4,085 Est. Cost $55.71 Unrealized 0.0%
CTVA Corteva Inc 0.0%
Value ($000) $267 Shares 3,941 Est. Cost $61.89 Unrealized +16.6%
MOAT VanEck Morningstar Wide Moat ETF 0.0%
Value ($000) $266 Shares 2,688 Est. Cost $79.87 Unrealized
HTO SJW Group 0.0%
Value ($000) $265 Shares 5,437 Est. Cost $59.34 Unrealized -15.9%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $257 Shares 656 Est. Cost $464.62 Unrealized -10.1%
XLC Select Sector SPDR (TR Communication) 0.0%
Value ($000) $255 Shares 2,155 Est. Cost $86.42 Unrealized
GNOM Global X Genomics & Biotechn 0.0%
Value ($000) $254 Shares 6,537 Est. Cost $38.83 Unrealized
BX Blackstone Inc 0.0%
Value ($000) $254 Shares 1,484 Est. Cost $136.61 Unrealized +24.0%
VLTO Veralto Corp 0.0%
Value ($000) $253 Shares 2,376 Est. Cost $95.91 Unrealized +9.7%
TRV The Travelers Companies Inc 0.0%
Value ($000) $251 Shares 897 Est. Cost $246.37 Unrealized +7.9%
CACI CACI International Inc. 0.0%
Value ($000) $249 Shares 500 Est. Cost $443.01 Unrealized +9.1%
VIGI Vanguard International Dividend Appreciation Index ETF 0.0%
Value ($000) $248 Shares 2,772 Est. Cost $89.58 Unrealized
EAGG iShares ESG U.S. Aggregate Bond ETF 0.0%
Value ($000) $235 Shares 4,885 Est. Cost $53.46 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $234 Shares 372 Est. Cost $526.61 Unrealized +12.9%
FTNT Fortinet Inc 0.0%
Value ($000) $233 Shares 2,775 Est. Cost $68.31 Unrealized +30.6%
IBB iShares Biotechnology ETF 0.0%
Value ($000) $231 Shares 1,602 Est. Cost $137.26 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $231 Shares 1,382 Est. Cost $127.82 Unrealized 0.0%
WDAY Workday Inc Class A 0.0%
Value ($000) $230 Shares 957 Est. Cost $255.22 Unrealized -9.4%
MMM 3M Co 0.0%
Value ($000) $230 Shares 1,481 Est. Cost $142.05 Unrealized +7.8%
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $226 Shares 1,641 Est. Cost $128.28 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $225 Shares 1,100 Est. Cost $204.86 Unrealized
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $224 Shares 9,707 Est. Cost $22.98 Unrealized
TTD The Trade Desk Inc Class A 0.0%
Value ($000) $218 Shares 4,444 Est. Cost $89.52 Unrealized -29.1%
EWG iShares MSCI Germany ETF 0.0%
Value ($000) $217 Shares 5,214 Est. Cost $37.08 Unrealized
CTSH Cognizant Technology Solutions Corp Class A 0.0%
Value ($000) $215 Shares 3,200 Est. Cost $66.41 Unrealized +8.2%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $210 Shares 573 Est. Cost $290.26 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $208 Shares 3,062 Est. Cost $62.69 Unrealized
UAL United Airlines Holdings Inc 0.0%
Value ($000) $208 Shares 2,155 Est. Cost $96.17 Unrealized 0.0%
EQIX Equinix Inc 0.0%
Value ($000) $208 Shares 265 Est. Cost $735.94 Unrealized +5.2%
IDXX IDEXX Laboratories Inc 0.0%
Value ($000) $207 Shares 324 Est. Cost $606.98 Unrealized 0.0%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $204 Shares 668 Est. Cost $271.37 Unrealized 0.0%
ZBRA Zebra Technologies Corp Class A 0.0%
Value ($000) $203 Shares 683 Est. Cost $271.51 Unrealized +17.7%
LAC Lithium Americas Corp. 0.0%
Value ($000) $188 Shares 33,000 Est. Cost $3.01 Unrealized +4.9%
HBNC Horizon Bancorp (IN) 0.0%
Value ($000) $182 Shares 11,389 Est. Cost $19.65 Unrealized -18.5%
ABAT American Battery Technol 0.0%
Value ($000) $181 Shares 37,314 Est. Cost $2.61 Unrealized 0.0%
GLDG GoldMining Inc 0.0%
Value ($000) $141 Shares 114,505 Est. Cost $0.82 Unrealized +12.6%
GNLX Genelux Corp 0.0%
Value ($000) $130 Shares 30,883 Est. Cost $10.93 Unrealized -67.5%
Amcor PLC Ordinary Shares 0.0%
Value ($000) $109 Shares 13,349 Est. Cost $9.15 Unrealized -2.0%
XEVMX Eaton Vance California Municipal Bond Fund 0.0%
Value ($000) $98 Shares 10,318 Est. Cost $9.65 Unrealized
IBRX ImmunityBio, Inc. 0.0%
Value ($000) $96 Shares 38,910 Est. Cost $2.69 Unrealized -4.2%
Liberty All-Star Equity 0.0%
Value ($000) $90 Shares 14,180 Est. Cost $6.34 Unrealized
CBRE Clarion Global Real Estate Income Fund 0.0%
Value ($000) $75 Shares 14,642 Est. Cost $4.83 Unrealized
XAI Octagon Floating Rate & Alternative Income Term Trust 0.0%
Value ($000) $66 Shares 12,498 Est. Cost $5.88 Unrealized
Invesco Senior Income Trust 0.0%
Value ($000) $66 Shares 19,105 Est. Cost $3.77 Unrealized
XAWPX Aberdeen Global Premier Property Fund 0.0%
Value ($000) $59 Shares 14,775 Est. Cost $3.86 Unrealized
OCCI OFS Credit Company, Inc. 0.0%
Value ($000) $58 Shares 10,655 Est. Cost $5.41 Unrealized
Virtus Stone Harbor Emgering Markets Income Fund 0.0%
Value ($000) $53 Shares 10,435 Est. Cost $5.05 Unrealized
AMC AMC Entertainment Holdings, Inc. 0.0%
Value ($000) $44 Shares 15,000 Est. Cost $2.97 Unrealized 0.0%