SVB WEALTH LLC Diversified Active

CIK: 0001626116 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 15, 2022

Total Value ($000): $6,097,717 (100.0% shares, 0.0% debt)

Holdings (823)

ITOT iShares Core S&P Total U.S. St 7.8%
Value ($000) $472,912 Shares 4,420,565 Est. Cost $68.41 Unrealized
IWF iShares Russell 1000 Growth ET 7.5%
Value ($000) $459,019 Shares 1,502,073 Est. Cost $191.32 Unrealized
IVV iShares Core S&P 500 ETF 7.1%
Value ($000) $430,151 Shares 901,802 Est. Cost $316.20 Unrealized
AAPL Apple Inc 6.9%
Value ($000) $421,020 Shares 2,371,005 Est. Cost $92.90 Unrealized +66.5%
MSFT Microsoft Corp 4.1%
Value ($000) $252,602 Shares 751,073 Est. Cost $41.86 Unrealized +648.8%
IJH iShares S&P MidCap Fund 2.4%
Value ($000) $145,585 Shares 514,294 Est. Cost $262.06 Unrealized
BRK/A Berkshire Hathaway Inc 1.8%
Value ($000) $111,764 Shares 248 Est. Cost $306026.10 Unrealized +41.1%
AMZN Amazon.com Inc 1.6%
Value ($000) $99,430 Shares 29,820 Est. Cost $70.49 Unrealized +142.8%
PFF iShares Preferred and Income S 1.5%
Value ($000) $93,945 Shares 2,382,602 Est. Cost $37.20 Unrealized
Accenture PLC Ireland 1.5%
Value ($000) $92,396 Shares 222,883 Est. Cost $276.25 Unrealized
HD Home Depot Inc 1.5%
Value ($000) $89,491 Shares 215,635 Est. Cost $81.60 Unrealized +320.5%
Jpmorgan Chase & Co 1.3%
Value ($000) $77,569 Shares 489,855 Est. Cost $152.23 Unrealized
Alphabet Inc 1.2%
Value ($000) $72,309 Shares 24,990 Est. Cost $2094.86 Unrealized
ABT Abbott Laboratories 1.1%
Value ($000) $69,670 Shares 495,026 Est. Cost $39.20 Unrealized +202.8%
AbbVie Inc 1.0%
Value ($000) $63,463 Shares 468,707 Est. Cost $108.62 Unrealized
Nextera Energy Inc 1.0%
Value ($000) $61,012 Shares 653,518 Est. Cost $75.61 Unrealized
PG Procter And Gamble Co 0.9%
Value ($000) $55,729 Shares 340,682 Est. Cost $72.32 Unrealized +85.5%
UNP Union Pacific Corp 0.9%
Value ($000) $54,527 Shares 216,434 Est. Cost $92.72 Unrealized +131.9%
Alphabet Inc 0.8%
Value ($000) $48,656 Shares 16,795 Est. Cost $2085.11 Unrealized
ELV Anthem Inc 0.7%
Value ($000) $44,425 Shares 95,839 Est. Cost $252.17 Unrealized +57.5%
Visa Inc 0.7%
Value ($000) $44,256 Shares 204,217 Est. Cost $211.73 Unrealized
Broadcom Inc 0.7%
Value ($000) $41,931 Shares 63,015 Est. Cost $463.66 Unrealized
HON Honeywell Intl Inc 0.7%
Value ($000) $40,815 Shares 195,743 Est. Cost $92.25 Unrealized +100.6%
Cars Inc 0.7%
Value ($000) $40,231 Shares 2,500,400 Est. Cost $16.09 Unrealized
DIS Disney Walt Co 0.7%
Value ($000) $39,957 Shares 257,971 Est. Cost $105.01 Unrealized +50.3%
MRSH Marsh & McLennan Cos Inc 0.6%
Value ($000) $39,318 Shares 226,202 Est. Cost $62.59 Unrealized +149.6%
Cisco Systems Inc 0.6%
Value ($000) $38,269 Shares 603,913 Est. Cost $51.75 Unrealized
IWN iShares Russell 2000 Value ETF 0.6%
Value ($000) $37,986 Shares 228,767 Est. Cost $156.37 Unrealized
Intercontinental Exchange Inc 0.6%
Value ($000) $36,974 Shares 270,336 Est. Cost $111.68 Unrealized
IJR iShares S&P Small-Cap Fund 0.6%
Value ($000) $36,909 Shares 322,325 Est. Cost $80.49 Unrealized
Merck & Co Inc 0.6%
Value ($000) $36,562 Shares 477,067 Est. Cost $77.10 Unrealized
DHR Danaher Corporation 0.6%
Value ($000) $36,171 Shares 109,941 Est. Cost $44.81 Unrealized +502.7%
Costco Wholesale Corp 0.6%
Value ($000) $35,778 Shares 63,024 Est. Cost $355.16 Unrealized
PEP PepsiCo Inc 0.6%
Value ($000) $35,486 Shares 204,284 Est. Cost $98.04 Unrealized +46.3%
Broadridge Financial Solutions 0.6%
Value ($000) $35,429 Shares 193,794 Est. Cost $153.10 Unrealized
VTI Vanguard Total Stock Market In 0.6%
Value ($000) $35,271 Shares 146,088 Est. Cost $158.87 Unrealized
Spdr S&P 500 Etf 0.6%
Value ($000) $34,880 Shares 73,437 Est. Cost $396.33 Unrealized
JNJ Johnson & Johnson 0.6%
Value ($000) $33,651 Shares 196,709 Est. Cost $89.24 Unrealized +62.6%
LHX L3harris Technologies Inc 0.5%
Value ($000) $33,204 Shares 155,711 Est. Cost $161.46 Unrealized +26.1%
IBM Intl Business Machines 0.5%
Value ($000) $31,400 Shares 234,930 Est. Cost $96.52 Unrealized +10.3%
APD Air Prods & Chems Inc 0.5%
Value ($000) $31,080 Shares 102,151 Est. Cost $116.14 Unrealized +127.0%
Facebook Inc 0.5%
Value ($000) $30,665 Shares 91,171 Est. Cost $296.42 Unrealized
Equinix Inc 0.5%
Value ($000) $30,004 Shares 35,473 Est. Cost $683.19 Unrealized
Medtronic PLC 0.5%
Value ($000) $29,529 Shares 285,447 Est. Cost $118.13 Unrealized
Pool Corp 0.5%
Value ($000) $29,304 Shares 51,773 Est. Cost $345.24 Unrealized
iShares MSCI Intl Quality Fact 0.5%
Value ($000) $29,060 Shares 737,942 Est. Cost $31.05 Unrealized
ADI Analog Devices Inc 0.5%
Value ($000) $28,956 Shares 164,739 Est. Cost $100.86 Unrealized +63.3%
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $28,407 Shares 127,702 Est. Cost $150.53 Unrealized
Comcast Corp 0.5%
Value ($000) $28,165 Shares 559,616 Est. Cost $54.14 Unrealized
iShares MSCI USA Quality Facto 0.5%
Value ($000) $27,978 Shares 192,210 Est. Cost $95.56 Unrealized
American Tower Corp 0.5%
Value ($000) $27,765 Shares 94,922 Est. Cost $247.20 Unrealized
UnitedHealth Group Inc 0.5%
Value ($000) $27,741 Shares 55,246 Est. Cost $373.41 Unrealized
BK Bank New York Mellon Corp 0.4%
Value ($000) $27,176 Shares 467,897 Est. Cost $34.58 Unrealized +47.6%
CDW Corp 0.4%
Value ($000) $27,088 Shares 132,279 Est. Cost $175.62 Unrealized
Salesforce.com Inc 0.4%
Value ($000) $25,855 Shares 101,740 Est. Cost $215.27 Unrealized
PFE Pfizer Inc 0.4%
Value ($000) $25,799 Shares 436,902 Est. Cost $18.17 Unrealized +121.4%
Adobe Systems Incorporated 0.4%
Value ($000) $25,785 Shares 45,472 Est. Cost $477.26 Unrealized
VOO Vanguard S&P 500 ETF 0.4%
Value ($000) $25,026 Shares 57,325 Est. Cost $279.40 Unrealized
IDEX Corp 0.4%
Value ($000) $24,993 Shares 105,758 Est. Cost $209.41 Unrealized
URI United Rentals Inc 0.4%
Value ($000) $24,834 Shares 74,735 Est. Cost $127.64 Unrealized +170.5%
BlackRock Inc 0.4%
Value ($000) $24,627 Shares 26,898 Est. Cost $756.22 Unrealized
EBAY eBay Inc 0.4%
Value ($000) $23,450 Shares 352,633 Est. Cost $53.33 Unrealized +23.8%
MDLZ Mondelez Intl Inc 0.4%
Value ($000) $23,186 Shares 349,662 Est. Cost $49.03 Unrealized +12.8%
SYK Stryker Corporation 0.4%
Value ($000) $23,006 Shares 86,028 Est. Cost $141.43 Unrealized +77.6%
Iqvia Holdings Inc 0.4%
Value ($000) $22,144 Shares 78,486 Est. Cost $107.60 Unrealized
Valero Energy Corp 0.4%
Value ($000) $21,996 Shares 292,863 Est. Cost $71.78 Unrealized
FlexShares Global Upstream Nat 0.4%
Value ($000) $21,655 Shares 548,368 Est. Cost $36.84 Unrealized
ADP Automatic Data Processing Inc 0.4%
Value ($000) $21,600 Shares 87,600 Est. Cost $76.74 Unrealized +170.1%
ACWX iShares MSCI ACWI ex US Index 0.3%
Value ($000) $20,870 Shares 375,354 Est. Cost $49.05 Unrealized
Primerica Inc 0.3%
Value ($000) $20,748 Shares 135,372 Est. Cost $153.61 Unrealized
Trex Co Inc 0.3%
Value ($000) $20,222 Shares 149,755 Est. Cost $92.51 Unrealized
EL Lauder Estee Cos Inc 0.3%
Value ($000) $19,855 Shares 53,633 Est. Cost $143.77 Unrealized +121.0%
Arista Networks Inc 0.3%
Value ($000) $19,849 Shares 138,077 Est. Cost $160.52 Unrealized
TYL Tyler Technologies Inc 0.3%
Value ($000) $19,516 Shares 36,279 Est. Cost $217.33 Unrealized +138.2%
Agilent Technologies Inc 0.3%
Value ($000) $19,469 Shares 121,948 Est. Cost $157.81 Unrealized
Bio-Techne Corp 0.3%
Value ($000) $19,251 Shares 37,212 Est. Cost $267.79 Unrealized
Keysight Technologies Inc 0.3%
Value ($000) $19,160 Shares 92,777 Est. Cost $146.38 Unrealized
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $19,135 Shares 243,195 Est. Cost $60.87 Unrealized
HII Huntington Ingalls Industries 0.3%
Value ($000) $19,124 Shares 102,411 Est. Cost $150.52 Unrealized +16.9%
SCHW Charles Schwab Corp 0.3%
Value ($000) $17,932 Shares 213,224 Est. Cost $33.37 Unrealized +129.3%
SPDR Dow Jones Global Real Est 0.3%
Value ($000) $17,702 Shares 313,144 Est. Cost $47.84 Unrealized
iShares Core MSCI Emerging Mar 0.3%
Value ($000) $17,636 Shares 294,614 Est. Cost $64.05 Unrealized
CoStar Group Inc 0.3%
Value ($000) $17,386 Shares 220,000 Est. Cost $153.91 Unrealized
INTC Intel Corp 0.3%
Value ($000) $16,512 Shares 320,624 Est. Cost $27.29 Unrealized +73.3%
MCD McDonalds Corp 0.3%
Value ($000) $16,385 Shares 61,120 Est. Cost $79.78 Unrealized +187.8%
VSS Vanguard FTSE All-World ex-US 0.3%
Value ($000) $16,358 Shares 122,112 Est. Cost $95.41 Unrealized
BRK/B Berkshire Hathaway Inc 0.3%
Value ($000) $16,215 Shares 54,229 Est. Cost $170.75 Unrealized +67.7%
TJX TJX Cos Inc 0.2%
Value ($000) $15,189 Shares 200,070 Est. Cost $37.27 Unrealized +75.1%
GVI iShares Intermediate Governmen 0.2%
Value ($000) $13,510 Shares 118,766 Est. Cost $113.45 Unrealized
Cerner Corp 0.2%
Value ($000) $13,086 Shares 140,907 Est. Cost $64.66 Unrealized
EA Electronic Arts Inc 0.2%
Value ($000) $12,512 Shares 94,861 Est. Cost $102.57 Unrealized +28.2%
MLM Martin Marietta Materials Inc 0.2%
Value ($000) $12,509 Shares 28,395 Est. Cost $210.89 Unrealized +87.3%
Netflix Inc 0.2%
Value ($000) $12,407 Shares 20,596 Est. Cost $582.41 Unrealized
SBUX Starbucks Corp 0.2%
Value ($000) $12,147 Shares 103,852 Est. Cost $51.39 Unrealized +98.9%
AMGN Amgen Inc 0.2%
Value ($000) $11,858 Shares 52,709 Est. Cost $115.51 Unrealized +60.3%
PIMCO Enhanced Short Maturity 0.2%
Value ($000) $11,774 Shares 115,935 Est. Cost $101.84 Unrealized
CGNX Cognex Corp 0.2%
Value ($000) $11,544 Shares 148,460 Est. Cost $78.08 Unrealized +0.5%
PPG PPG Industries Inc 0.2%
Value ($000) $11,427 Shares 66,266 Est. Cost $89.81 Unrealized +64.2%
Invesco QQQ Trust 0.2%
Value ($000) $11,054 Shares 27,967 Est. Cost $343.10 Unrealized
WMT Wal-Mart Inc 0.2%
Value ($000) $10,799 Shares 74,640 Est. Cost $25.06 Unrealized +80.3%
CVS CVS Health Corp 0.2%
Value ($000) $10,753 Shares 104,242 Est. Cost $59.08 Unrealized +36.2%
Tesla Inc 0.2%
Value ($000) $10,742 Shares 10,165 Est. Cost $674.83 Unrealized
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $10,632 Shares 91,655 Est. Cost $87.85 Unrealized
VB Vanguard Small-Cap Index Fund 0.2%
Value ($000) $10,398 Shares 46,006 Est. Cost $163.34 Unrealized
CME Group Inc 0.2%
Value ($000) $10,343 Shares 45,273 Est. Cost $205.07 Unrealized
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $9,969 Shares 58,047 Est. Cost $119.54 Unrealized
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $9,903 Shares 200,232 Est. Cost $48.17 Unrealized
GPI Group 1 Automotive Inc 0.2%
Value ($000) $9,763 Shares 50,009 Est. Cost $194.36 Unrealized 0.0%
NKE Nike Inc 0.2%
Value ($000) $9,527 Shares 57,159 Est. Cost $52.59 Unrealized +193.9%
SPDR S&P MidCap 400 ETF 0.2%
Value ($000) $9,293 Shares 17,952 Est. Cost $325.29 Unrealized
Exxon Mobile Corp 0.1%
Value ($000) $9,112 Shares 148,914 Est. Cost $56.06 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $9,042 Shares 77,057 Est. Cost $73.40 Unrealized +30.9%
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $8,586 Shares 51,134 Est. Cost $133.98 Unrealized
EOG Resources Inc 0.1%
Value ($000) $8,416 Shares 94,746 Est. Cost $73.79 Unrealized
MCHP Microchip Technology Inc 0.1%
Value ($000) $8,399 Shares 96,473 Est. Cost $49.57 Unrealized +49.0%
VEA Vanguard FTSE Developed Market 0.1%
Value ($000) $8,243 Shares 161,456 Est. Cost $43.65 Unrealized
IGSB iShares 1-5 Year Investment Gr 0.1%
Value ($000) $8,145 Shares 151,189 Est. Cost $54.53 Unrealized
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $8,123 Shares 166,289 Est. Cost $40.74 Unrealized
Raytheon Technologies Corp 0.1%
Value ($000) $8,067 Shares 93,732 Est. Cost $77.27 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $7,791 Shares 124,953 Est. Cost $41.75 Unrealized +17.9%
NVIDIA Corporation 0.1%
Value ($000) $7,740 Shares 26,314 Est. Cost $284.90 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $7,676 Shares 172,527 Est. Cost $21.21 Unrealized +93.4%
KO Coca-Cola Co 0.1%
Value ($000) $7,665 Shares 129,456 Est. Cost $31.83 Unrealized +54.5%
MasterCard Incorporated 0.1%
Value ($000) $7,131 Shares 19,845 Est. Cost $355.86 Unrealized
VT Vanguard Total World Stock Ind 0.1%
Value ($000) $6,969 Shares 64,868 Est. Cost $81.15 Unrealized
Technology Select Sector SPDR 0.1%
Value ($000) $6,952 Shares 39,986 Est. Cost $136.08 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $6,738 Shares 54,965 Est. Cost $81.45 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $6,438 Shares 30,038 Est. Cost $81.01 Unrealized +108.1%
SPDR Gold Shares 0.1%
Value ($000) $6,376 Shares 37,293 Est. Cost $168.47 Unrealized
Skyworks Solutions Inc 0.1%
Value ($000) $6,365 Shares 41,028 Est. Cost $182.68 Unrealized
Waste Management Inc Del 0.1%
Value ($000) $6,298 Shares 37,731 Est. Cost $129.59 Unrealized
3M Co 0.1%
Value ($000) $6,289 Shares 35,403 Est. Cost $192.36 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $6,264 Shares 26,699 Est. Cost $103.35 Unrealized +108.5%
Verizon Communications Inc 0.1%
Value ($000) $6,209 Shares 119,505 Est. Cost $58.15 Unrealized
VO Vanguard Mid-Cap Index Fund 0.1%
Value ($000) $6,162 Shares 24,188 Est. Cost $199.58 Unrealized
VGIT VANGUARD SCOTTSDALE FDS INT-TERM GOV 0.1%
Value ($000) $6,134 Shares 92,296 Est. Cost $66.78 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $6,018 Shares 32,906 Est. Cost $60.34 Unrealized +142.1%
iShares Core MSCI EAFE ETF 0.1%
Value ($000) $5,928 Shares 79,426 Est. Cost $61.67 Unrealized
Netease Inc 0.1%
Value ($000) $5,671 Shares 55,717 Est. Cost $103.82 Unrealized
Ameriprise Financial Inc 0.1%
Value ($000) $5,564 Shares 18,446 Est. Cost $234.09 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $5,487 Shares 19,864 Est. Cost $75.69 Unrealized +222.2%
Price T Rowe Group Inc 0.1%
Value ($000) $5,322 Shares 27,064 Est. Cost $172.07 Unrealized
TE Connectivity Ltd 0.1%
Value ($000) $4,989 Shares 30,922 Est. Cost $130.08 Unrealized
Dominos Pizza Inc 0.1%
Value ($000) $4,952 Shares 8,775 Est. Cost $367.82 Unrealized
Chubb Limited 0.1%
Value ($000) $4,866 Shares 25,172 Est. Cost $158.00 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $4,823 Shares 66,418 Est. Cost $66.75 Unrealized -11.9%
Broadmark Realty Cap Inc 0.1%
Value ($000) $4,696 Shares 497,964 Est. Cost $11.83 Unrealized
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $4,587 Shares 6,876 Est. Cost $284.06 Unrealized +117.3%
STT State Street Corp 0.1%
Value ($000) $4,510 Shares 48,499 Est. Cost $63.16 Unrealized +29.7%
AT&T Inc 0.1%
Value ($000) $4,447 Shares 180,750 Est. Cost $30.27 Unrealized
Oracle Corp 0.1%
Value ($000) $4,372 Shares 50,128 Est. Cost $70.69 Unrealized
XHR Xenia Hotels & Resorts Inc 0.1%
Value ($000) $4,370 Shares 241,323 Est. Cost $18.11 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $4,351 Shares 17,629 Est. Cost $72.04 Unrealized +191.9%
BA Boeing Co 0.1%
Value ($000) $4,346 Shares 21,591 Est. Cost $263.27 Unrealized -19.7%
Blackstone Inc 0.1%
Value ($000) $4,332 Shares 33,480 Est. Cost $76.20 Unrealized
PGR Progressive Corp 0.1%
Value ($000) $4,309 Shares 41,985 Est. Cost $34.04 Unrealized +152.0%
VUG Vanguard Growth Index Fund 0.1%
Value ($000) $4,182 Shares 13,035 Est. Cost $245.10 Unrealized
Fidelity Natl Information Serv 0.1%
Value ($000) $4,174 Shares 38,243 Est. Cost $140.61 Unrealized
CL Colgate Palmolive Co 0.1%
Value ($000) $4,169 Shares 48,852 Est. Cost $52.19 Unrealized +35.9%
BSV Vanguard Short-Term Bond Index 0.1%
Value ($000) $4,135 Shares 51,161 Est. Cost $82.96 Unrealized
Intuitive Surgical Inc 0.1%
Value ($000) $4,063 Shares 11,307 Est. Cost $496.53 Unrealized
SCZ iShares MSCI EAFE Small-Cap ET 0.1%
Value ($000) $4,039 Shares 55,260 Est. Cost $61.35 Unrealized
FTEC Fidelity MSCI Information Tech 0.1%
Value ($000) $3,917 Shares 28,928 Est. Cost $62.28 Unrealized
BND Vanguard Total Bond Market Ind 0.1%
Value ($000) $3,715 Shares 43,836 Est. Cost $87.07 Unrealized
HYG iShares iBoxx $ High Yield Cor 0.1%
Value ($000) $3,689 Shares 42,402 Est. Cost $83.60 Unrealized
BIV Vanguard Intermediate-Term Bon 0.1%
Value ($000) $3,666 Shares 41,846 Est. Cost $90.29 Unrealized
Vertex Pharmaceuticals Inc 0.1%
Value ($000) $3,595 Shares 16,372 Est. Cost $214.60 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $3,490 Shares 44,427 Est. Cost $57.75 Unrealized +19.1%
AXP American Express Co 0.1%
Value ($000) $3,488 Shares 21,321 Est. Cost $86.93 Unrealized +86.1%
iShares MSCI USA Value Factor 0.1%
Value ($000) $3,470 Shares 31,702 Est. Cost $109.46 Unrealized
Target Corp 0.1%
Value ($000) $3,467 Shares 14,981 Est. Cost $202.25 Unrealized
iShares Exponential Technologi 0.1%
Value ($000) $3,416 Shares 51,708 Est. Cost $59.62 Unrealized
Paypal Holdings Inc 0.1%
Value ($000) $3,396 Shares 18,009 Est. Cost $278.24 Unrealized
IWO iShares Russell 2000 Growth ET 0.1%
Value ($000) $3,390 Shares 11,569 Est. Cost $214.45 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $3,351 Shares 12,964 Est. Cost $105.01 Unrealized +109.3%
IAU iShares Gold Trust 0.1%
Value ($000) $3,216 Shares 92,396 Est. Cost $33.71 Unrealized
DOV Dover Corp 0.1%
Value ($000) $3,112 Shares 17,140 Est. Cost $53.41 Unrealized +201.3%
TXN Texas Instruments Inc 0.1%
Value ($000) $3,100 Shares 16,444 Est. Cost $74.25 Unrealized +129.2%
INTU Intuit 0.0%
Value ($000) $3,047 Shares 4,738 Est. Cost $177.72 Unrealized +238.4%
Royal Caribbean Group 0.0%
Value ($000) $3,027 Shares 39,369 Est. Cost $85.60 Unrealized
Cdk Global Inc 0.0%
Value ($000) $2,871 Shares 68,783 Est. Cost $41.74 Unrealized
ACWI iShares MSCI ACWI Index Fund 0.0%
Value ($000) $2,864 Shares 27,077 Est. Cost $85.49 Unrealized
Utilities Select Sector SPDR F 0.0%
Value ($000) $2,847 Shares 39,779 Est. Cost $61.10 Unrealized
DSI iShares MSCI KLD 400 Social ET 0.0%
Value ($000) $2,801 Shares 30,152 Est. Cost $103.67 Unrealized
VTV Vanguard Value Index Fund 0.0%
Value ($000) $2,785 Shares 18,933 Est. Cost $105.99 Unrealized
VEU Vanguard FTSE All-World ex US 0.0%
Value ($000) $2,728 Shares 44,533 Est. Cost $53.16 Unrealized
NSRGY Nestle SA 0.0%
Value ($000) $2,701 Shares 19,235 Est. Cost $91.26 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $2,688 Shares 13,405 Est. Cost $79.54 Unrealized +119.1%
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $2,683 Shares 20,773 Est. Cost $126.86 Unrealized
AGG iShares Core U.S. Aggregate Bo 0.0%
Value ($000) $2,657 Shares 23,300 Est. Cost $118.04 Unrealized
KEY KeyCorp 0.0%
Value ($000) $2,636 Shares 113,998 Est. Cost $16.65 Unrealized +12.9%
SPDR S&P Dividend ETF 0.0%
Value ($000) $2,631 Shares 20,376 Est. Cost $92.13 Unrealized
Global Payments Inc 0.0%
Value ($000) $2,603 Shares 19,259 Est. Cost $182.45 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $2,577 Shares 6,657 Est. Cost $246.70 Unrealized +41.1%
Theratechnologies Inc 0.0%
Value ($000) $2,519 Shares 831,416 Est. Cost $3.86 Unrealized
Consumer Discretionary Select 0.0%
Value ($000) $2,480 Shares 12,129 Est. Cost $124.30 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $2,466 Shares 32,208 Est. Cost $27.32 Unrealized +169.1%
iShares Global REIT ETF 0.0%
Value ($000) $2,426 Shares 79,281 Est. Cost $30.60 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $2,419 Shares 61,910 Est. Cost $36.96 Unrealized +5.3%
WFC Wells Fargo Co 0.0%
Value ($000) $2,415 Shares 50,342 Est. Cost $39.65 Unrealized +12.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $2,372 Shares 4,261 Est. Cost $29.93 Unrealized +189.0%
iShares MSCI United Kingdom ET 0.0%
Value ($000) $2,339 Shares 70,596 Est. Cost $31.43 Unrealized
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $2,336 Shares 27,925 Est. Cost $100.34 Unrealized
Goldman Sachs Group Inc 0.0%
Value ($000) $2,329 Shares 6,088 Est. Cost $327.08 Unrealized
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $2,301 Shares 17,361 Est. Cost $129.50 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $2,243 Shares 7,535 Est. Cost $155.10 Unrealized +64.6%
GIS General Mills Inc 0.0%
Value ($000) $2,221 Shares 32,961 Est. Cost $37.81 Unrealized +46.1%
IT Gartner Inc 0.0%
Value ($000) $2,186 Shares 6,540 Est. Cost $92.91 Unrealized +246.1%
ILMN Illumina Inc 0.0%
Value ($000) $2,176 Shares 5,720 Est. Cost $296.77 Unrealized +27.7%
LAMR Lamar Advertising Co 0.0%
Value ($000) $2,145 Shares 17,684 Est. Cost $121.30 Unrealized
GE General Electric Co 0.0%
Value ($000) $2,127 Shares 22,515 Est. Cost $62.95 Unrealized -2.2%
Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $2,122 Shares 13,037 Est. Cost $145.99 Unrealized
JPMorgan Ultra-Short Municipal 0.0%
Value ($000) $2,108 Shares 41,280 Est. Cost $51.05 Unrealized
C Citigroup Inc 0.0%
Value ($000) $2,087 Shares 34,569 Est. Cost $46.12 Unrealized +24.0%
Energy Select Sector SPDR Fund 0.0%
Value ($000) $2,085 Shares 37,572 Est. Cost $49.34 Unrealized
VBR Vanguard Small-Cap Value Index 0.0%
Value ($000) $2,080 Shares 11,630 Est. Cost $166.69 Unrealized
Capital One Financial Corp 0.0%
Value ($000) $2,062 Shares 14,213 Est. Cost $130.94 Unrealized
Dominion Energy Inc 0.0%
Value ($000) $2,029 Shares 25,822 Est. Cost $75.92 Unrealized
CI Cigna Corp 0.0%
Value ($000) $2,025 Shares 8,816 Est. Cost $203.76 Unrealized -3.2%
FHLC Fidelity MSCI Health Care Inde 0.0%
Value ($000) $2,007 Shares 29,234 Est. Cost $46.13 Unrealized
Duke Energy Corp 0.0%
Value ($000) $2,003 Shares 19,095 Est. Cost $96.69 Unrealized
DOW Dow Inc 0.0%
Value ($000) $1,981 Shares 34,937 Est. Cost $40.32 Unrealized +11.7%
Carrier Global Corporation 0.0%
Value ($000) $1,976 Shares 36,438 Est. Cost $43.29 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $1,960 Shares 15,428 Est. Cost $160.02 Unrealized
Invesco China Technology ETF 0.0%
Value ($000) $1,956 Shares 31,492 Est. Cost $80.23 Unrealized
4Front Ventures Corp 0.0%
Value ($000) $1,955 Shares 1,935,200 Est. Cost $1.01 Unrealized
Hp Inc 0.0%
Value ($000) $1,950 Shares 51,779 Est. Cost $31.39 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $1,913 Shares 23,668 Est. Cost $68.22 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $1,874 Shares 32,163 Est. Cost $56.75 Unrealized
SHY iShares 1-3 Year Treasury Bond 0.0%
Value ($000) $1,856 Shares 21,692 Est. Cost $84.96 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $1,843 Shares 5,186 Est. Cost $253.44 Unrealized +21.9%
DuPont de Nemours Inc 0.0%
Value ($000) $1,832 Shares 22,669 Est. Cost $77.30 Unrealized
TSM Taiwan Semiconductor Mfg Ltd 0.0%
Value ($000) $1,809 Shares 15,033 Est. Cost $95.42 Unrealized
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $1,787 Shares 10,531 Est. Cost $37.62 Unrealized +316.6%
Financial Select Sector SPDR F 0.0%
Value ($000) $1,784 Shares 45,702 Est. Cost $34.47 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $1,775 Shares 7,057 Est. Cost $126.06 Unrealized +77.3%
Idexx Laboratories Inc 0.0%
Value ($000) $1,760 Shares 2,673 Est. Cost $493.07 Unrealized
AVB AvalonBay Communities Inc 0.0%
Value ($000) $1,740 Shares 6,889 Est. Cost $114.72 Unrealized +79.8%
ProLogis Inc 0.0%
Value ($000) $1,702 Shares 10,110 Est. Cost $107.49 Unrealized
Health Care Select Sector SPDR 0.0%
Value ($000) $1,686 Shares 11,965 Est. Cost $116.74 Unrealized
Jd.Com Inc 0.0%
Value ($000) $1,668 Shares 23,792 Est. Cost $83.22 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $1,660 Shares 11,953 Est. Cost $51.72 Unrealized +128.5%
SONY Sony Group Corporation 0.0%
Value ($000) $1,639 Shares 12,972 Est. Cost $83.35 Unrealized
S&P Global Inc 0.0%
Value ($000) $1,616 Shares 3,425 Est. Cost $365.51 Unrealized
CSX CSX Corp 0.0%
Value ($000) $1,614 Shares 42,938 Est. Cost $26.50 Unrealized +25.6%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $1,606 Shares 23,549 Est. Cost $50.93 Unrealized
HUBS Hubspot Inc 0.0%
Value ($000) $1,585 Shares 2,405 Est. Cost $685.97 Unrealized +10.3%
Quest Diagnostics Inc 0.0%
Value ($000) $1,582 Shares 9,145 Est. Cost $131.27 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $1,541 Shares 15,697 Est. Cost $51.54 Unrealized +68.3%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $1,524 Shares 5,495 Est. Cost $179.91 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $1,522 Shares 635 Est. Cost $2329.72 Unrealized
USB US Bancorp Del 0.0%
Value ($000) $1,514 Shares 26,959 Est. Cost $30.87 Unrealized +58.2%
ROP Roper Technologies Inc 0.0%
Value ($000) $1,502 Shares 3,053 Est. Cost $148.43 Unrealized +212.6%
MusclePharm Corp 0.0%
Value ($000) $1,459 Shares 3,648,355 Est. Cost $0.40 Unrealized
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $1,454 Shares 9,285 Est. Cost $108.67 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $1,402 Shares 15,089 Est. Cost $54.44 Unrealized +58.9%
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $1,400 Shares 12,492 Est. Cost $95.27 Unrealized
TXT Textron Inc 0.0%
Value ($000) $1,397 Shares 18,095 Est. Cost $61.56 Unrealized +20.1%
AMAT Applied Materials Inc 0.0%
Value ($000) $1,389 Shares 8,825 Est. Cost $51.32 Unrealized +172.0%
SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $1,379 Shares 22,961 Est. Cost $59.36 Unrealized
SCHF Schwab International Equity ET 0.0%
Value ($000) $1,376 Shares 35,394 Est. Cost $35.32 Unrealized
iShares MSCI USA Momentum Fact 0.0%
Value ($000) $1,351 Shares 7,434 Est. Cost $161.19 Unrealized
Invesco S&P 500 Quality ETF 0.0%
Value ($000) $1,347 Shares 25,323 Est. Cost $39.28 Unrealized
Fortinet Inc 0.0%
Value ($000) $1,344 Shares 3,739 Est. Cost $196.75 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $1,327 Shares 9,513 Est. Cost $35.64 Unrealized +253.6%
FIDU Fidelity MSCI Industrials Inde 0.0%
Value ($000) $1,325 Shares 23,577 Est. Cost $40.01 Unrealized
Alibaba Group Holding Ltd 0.0%
Value ($000) $1,320 Shares 11,107 Est. Cost $226.76 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $1,319 Shares 60,071 Est. Cost $25.06 Unrealized
FNCL Fidelity MSCI Financials Index 0.0%
Value ($000) $1,314 Shares 23,498 Est. Cost $40.10 Unrealized
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $1,295 Shares 10,579 Est. Cost $91.02 Unrealized
Magellan Midstream Partners LP 0.0%
Value ($000) $1,295 Shares 27,892 Est. Cost $62.34 Unrealized
CNI Canadian National Railway Co 0.0%
Value ($000) $1,290 Shares 10,495 Est. Cost $90.04 Unrealized +29.7%
NVO Novo-Nordisk AS 0.0%
Value ($000) $1,285 Shares 11,472 Est. Cost $79.36 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $1,279 Shares 6,190 Est. Cost $109.92 Unrealized +69.8%
Healthpeak Properties Inc 0.0%
Value ($000) $1,268 Shares 35,158 Est. Cost $31.76 Unrealized
Altria Group Inc 0.0%
Value ($000) $1,264 Shares 26,677 Est. Cost $51.16 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1,263 Shares 8,779 Est. Cost $82.06 Unrealized +63.8%
PM Philip Morris Intl Inc 0.0%
Value ($000) $1,249 Shares 13,144 Est. Cost $52.08 Unrealized +46.5%
HTGC Hercules Capital Inc 0.0%
Value ($000) $1,241 Shares 74,784 Est. Cost $15.25 Unrealized +11.2%
KR Kroger Co 0.0%
Value ($000) $1,228 Shares 27,140 Est. Cost $29.02 Unrealized +32.6%
Corteva Inc 0.0%
Value ($000) $1,216 Shares 25,702 Est. Cost $46.58 Unrealized
SPDR Bloomberg Barclays 1-3 Mo 0.0%
Value ($000) $1,215 Shares 13,284 Est. Cost $91.52 Unrealized
VFC VF Corp 0.0%
Value ($000) $1,205 Shares 16,450 Est. Cost $76.09 Unrealized -4.0%
SOXX iShares PHLX SOX Semiconductor 0.0%
Value ($000) $1,200 Shares 2,214 Est. Cost $426.87 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $1,196 Shares 8,757 Est. Cost $47.94 Unrealized +129.2%
Kinder Morgan Inc 0.0%
Value ($000) $1,194 Shares 75,252 Est. Cost $16.72 Unrealized
OEF iShares S&P 100 ETF 0.0%
Value ($000) $1,194 Shares 5,453 Est. Cost $134.73 Unrealized
ServiceNow Inc 0.0%
Value ($000) $1,166 Shares 1,795 Est. Cost $510.42 Unrealized
Eaton Corp PLC 0.0%
Value ($000) $1,151 Shares 6,662 Est. Cost $138.99 Unrealized
IWP iShares Russell Mid-Cap Growth 0.0%
Value ($000) $1,146 Shares 9,949 Est. Cost $127.62 Unrealized
CHD Church & Dwight Inc 0.0%
Value ($000) $1,144 Shares 11,156 Est. Cost $39.80 Unrealized +117.0%
SO Southern Co 0.0%
Value ($000) $1,141 Shares 16,636 Est. Cost $36.97 Unrealized +48.0%
Diageo PLC 0.0%
Value ($000) $1,137 Shares 5,162 Est. Cost $167.32 Unrealized
Xylem Inc 0.0%
Value ($000) $1,135 Shares 9,462 Est. Cost $106.08 Unrealized
DENTSPLY Sirona Inc 0.0%
Value ($000) $1,119 Shares 20,054 Est. Cost $63.73 Unrealized
Siemens Healthineers AG 0.0%
Value ($000) $1,119 Shares 15,000 Est. Cost $48.50 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $1,114 Shares 19,076 Est. Cost $31.02 Unrealized +64.3%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $1,095 Shares 7,663 Est. Cost $90.61 Unrealized +27.2%
Novartis AG 0.0%
Value ($000) $1,088 Shares 12,444 Est. Cost $85.44 Unrealized
Yum China Holdings Inc 0.0%
Value ($000) $1,088 Shares 21,816 Est. Cost $60.91 Unrealized
Dimensional International Valu 0.0%
Value ($000) $1,086 Shares 33,101 Est. Cost $32.78 Unrealized
FCOM Fidelity MSCI Communication Se 0.0%
Value ($000) $1,085 Shares 21,120 Est. Cost $33.14 Unrealized
Zoetis Inc 0.0%
Value ($000) $1,081 Shares 4,427 Est. Cost $163.86 Unrealized
Seagate Technology Hldngs PLC 0.0%
Value ($000) $1,065 Shares 9,432 Est. Cost $86.22 Unrealized
BIL SPDR SER BARCLAYS 1-3 MONTH TBILL ETF 0.0%
Value ($000) $1,054 Shares 11,532 Est. Cost $91.40 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $1,044 Shares 27,740 Est. Cost $54.52 Unrealized -32.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $1,035 Shares 28,845 Est. Cost $30.19 Unrealized -2.3%
DE Deere & Co 0.0%
Value ($000) $1,012 Shares 2,952 Est. Cost $127.66 Unrealized +157.4%
GPC Genuine Parts Co 0.0%
Value ($000) $1,003 Shares 7,156 Est. Cost $73.42 Unrealized +60.7%
Dropbox Inc 0.0%
Value ($000) $994 Shares 40,502 Est. Cost $24.54 Unrealized
FLEXSHARES TR IBOXX 3R TARGT 0.0%
Value ($000) $994 Shares 37,782 Est. Cost $26.31 Unrealized
FLTB Fidelity Limited Term Bond ETF 0.0%
Value ($000) $979 Shares 18,910 Est. Cost $52.28 Unrealized
FedEx Corp 0.0%
Value ($000) $977 Shares 3,776 Est. Cost $284.02 Unrealized
Recruit Holdings Co Ltd 0.0%
Value ($000) $972 Shares 79,888 Est. Cost $9.85 Unrealized
AEP American Electric Power Co Inc 0.0%
Value ($000) $970 Shares 10,907 Est. Cost $51.06 Unrealized +41.9%
CTAS Cintas Corp 0.0%
Value ($000) $964 Shares 2,177 Est. Cost $42.11 Unrealized +146.4%
VV Vanguard Large-Cap Index Fund 0.0%
Value ($000) $950 Shares 4,303 Est. Cost $161.36 Unrealized
MTDR Matador Resources Co 0.0%
Value ($000) $947 Shares 25,656 Est. Cost $9.77 Unrealized +318.6%
Tencent Holdings Limited 0.0%
Value ($000) $938 Shares 16,088 Est. Cost $72.93 Unrealized
Broadstone Net Lease Inc 0.0%
Value ($000) $936 Shares 37,721 Est. Cost $18.30 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 0.0%
Value ($000) $927 Shares 6,128 Est. Cost $143.25 Unrealized
RPM RPM Intl Inc 0.0%
Value ($000) $923 Shares 9,137 Est. Cost $63.26 Unrealized +43.9%
Lam Research Corp 0.0%
Value ($000) $913 Shares 1,269 Est. Cost $296.31 Unrealized
Acuity Brands Inc 0.0%
Value ($000) $913 Shares 4,314 Est. Cost $166.96 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $909 Shares 5,143 Est. Cost $73.24 Unrealized +88.6%
Oreilly Automotive Inc 0.0%
Value ($000) $901 Shares 1,275 Est. Cost $518.41 Unrealized
Blueprint Medicines Corp 0.0%
Value ($000) $880 Shares 8,219 Est. Cost $92.84 Unrealized
RHHBY Roche Holding Ltd 0.0%
Value ($000) $877 Shares 16,964 Est. Cost $40.10 Unrealized
Iron Mountain Inc 0.0%
Value ($000) $875 Shares 16,727 Est. Cost $41.50 Unrealized
IUSV iShares Core S&P U.S. Value ET 0.0%
Value ($000) $871 Shares 11,408 Est. Cost $68.89 Unrealized
First Trust Health Care AlphaD 0.0%
Value ($000) $869 Shares 7,000 Est. Cost $108.65 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $868 Shares 7,379 Est. Cost $72.20 Unrealized +48.1%
HTBK Heritage Comm Corp 0.0%
Value ($000) $862 Shares 72,187 Est. Cost $14.08 Unrealized -17.1%
McKesson Corp 0.0%
Value ($000) $858 Shares 3,450 Est. Cost $195.39 Unrealized
iShares 0-5 Year High Yield Co 0.0%
Value ($000) $852 Shares 18,813 Est. Cost $45.89 Unrealized
Constellation Brands Inc 0.0%
Value ($000) $852 Shares 3,396 Est. Cost $230.11 Unrealized
KMX CarMax Inc 0.0%
Value ($000) $849 Shares 6,522 Est. Cost $68.11 Unrealized +105.6%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $836 Shares 5,478 Est. Cost $121.23 Unrealized
ProShares UltraPro QQQ 0.0%
Value ($000) $832 Shares 5,000 Est. Cost $91.20 Unrealized
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $829 Shares 4,330 Est. Cost $183.43 Unrealized
VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $827 Shares 25,802 Est. Cost $32.83 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $826 Shares 23,682 Est. Cost $22.41 Unrealized +58.3%
SCHP Schwab U.S. TIPs ETF 0.0%
Value ($000) $826 Shares 13,141 Est. Cost $58.52 Unrealized
D R Horton Inc 0.0%
Value ($000) $826 Shares 7,623 Est. Cost $90.69 Unrealized
GBTC Grayscale Bitcoin Tr Btc 0.0%
Value ($000) $822 Shares 24,001 Est. Cost $20.11 Unrealized
AWK American Water Wks Co Inc 0.0%
Value ($000) $814 Shares 4,309 Est. Cost $128.67 Unrealized +24.7%
Otis Worldwide Corp 0.0%
Value ($000) $812 Shares 9,322 Est. Cost $56.85 Unrealized
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $803 Shares 9,682 Est. Cost $54.62 Unrealized
JPMorgan BetaBuilders Japan ET 0.0%
Value ($000) $802 Shares 14,559 Est. Cost $55.09 Unrealized
IYW iShares U.S. Technology ETF 0.0%
Value ($000) $800 Shares 6,972 Est. Cost $114.03 Unrealized
Shopify Inc 0.0%
Value ($000) $796 Shares 578 Est. Cost $1320.73 Unrealized
IJT iShares S&P Small-Cap 600 Grow 0.0%
Value ($000) $794 Shares 5,725 Est. Cost $141.28 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $792 Shares 50,212 Est. Cost $15.66 Unrealized
IXG iShares S&P Global Fin Sector 0.0%
Value ($000) $773 Shares 9,657 Est. Cost $77.59 Unrealized
FDIS Fidelity MSCI Consumer Discret 0.0%
Value ($000) $771 Shares 8,731 Est. Cost $45.71 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $771 Shares 7,117 Est. Cost $59.81 Unrealized +48.6%
KEWL Keweenaw Land Assn Ltd 0.0%
Value ($000) $766 Shares 7,170 Est. Cost $14.59 Unrealized -15.7%
CMI Cummins Inc 0.0%
Value ($000) $764 Shares 3,502 Est. Cost $115.57 Unrealized +78.1%
Enphase Energy Inc 0.0%
Value ($000) $746 Shares 4,081 Est. Cost $161.69 Unrealized
Central Fund Canada 0.0%
Value ($000) $742 Shares 41,862 Est. Cost $18.01 Unrealized
TM Toyota Motor Corp 0.0%
Value ($000) $740 Shares 3,993 Est. Cost $164.98 Unrealized
SPDR Portfolio S&P 500 Value E 0.0%
Value ($000) $735 Shares 17,501 Est. Cost $38.10 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $729 Shares 1,868 Est. Cost $259.81 Unrealized +43.3%
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $726 Shares 38,211 Est. Cost $16.87 Unrealized 0.0%
NTTYY Nippon Teleg Tel Corp 0.0%
Value ($000) $722 Shares 26,334 Est. Cost $23.28 Unrealized
VNQI Vanguard Global ex-U.S. Real E 0.0%
Value ($000) $719 Shares 13,328 Est. Cost $50.02 Unrealized
Crown Castle Intl Corp 0.0%
Value ($000) $717 Shares 3,435 Est. Cost $173.17 Unrealized
HCA Healthcare Inc 0.0%
Value ($000) $712 Shares 2,767 Est. Cost $201.95 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $711 Shares 10,649 Est. Cost $36.26 Unrealized +51.7%
MXI iShares Global Materials ETF 0.0%
Value ($000) $693 Shares 7,657 Est. Cost $62.94 Unrealized
LRLCY L'Oreal Co 0.0%
Value ($000) $692 Shares 7,258 Est. Cost $73.70 Unrealized
Chunghwa Telecom Co Ltd 0.0%
Value ($000) $690 Shares 16,347 Est. Cost $39.32 Unrealized
Global X FinTech Thematic ETF 0.0%
Value ($000) $689 Shares 17,200 Est. Cost $37.27 Unrealized
Dimensional U.S. Small Cap ETF 0.0%
Value ($000) $683 Shares 11,377 Est. Cost $58.35 Unrealized
ConocoPhillips 0.0%
Value ($000) $681 Shares 9,434 Est. Cost $54.31 Unrealized
United States Oil Fund, LP 0.0%
Value ($000) $680 Shares 12,500 Est. Cost $29.56 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $678 Shares 7,269 Est. Cost $54.41 Unrealized +40.2%
Industrial Select Sector SPDR 0.0%
Value ($000) $677 Shares 6,400 Est. Cost $98.43 Unrealized
SPDR Dow Jones REIT ETF 0.0%
Value ($000) $675 Shares 5,526 Est. Cost $95.58 Unrealized
Linde PLC 0.0%
Value ($000) $672 Shares 1,940 Est. Cost $282.21 Unrealized
Nutrien Ltd 0.0%
Value ($000) $660 Shares 8,787 Est. Cost $55.13 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $660 Shares 6,149 Est. Cost $110.31 Unrealized
ICLN iShares S&P Global Clean Energ 0.0%
Value ($000) $656 Shares 31,031 Est. Cost $21.30 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $655 Shares 2,476 Est. Cost $174.81 Unrealized
IUSG iShares Core S&P U.S. Growth E 0.0%
Value ($000) $653 Shares 5,648 Est. Cost $84.56 Unrealized
RVTY PerkinElmer Inc 0.0%
Value ($000) $651 Shares 3,241 Est. Cost $85.17 Unrealized +110.2%
SPDR S&P Global Natural Resour 0.0%
Value ($000) $651 Shares 12,061 Est. Cost $51.31 Unrealized
KXI iShares Global Consumer Staple 0.0%
Value ($000) $650 Shares 10,038 Est. Cost $64.75 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $646 Shares 12,385 Est. Cost $68.99 Unrealized
VWAPY Volkswagen AG 0.0%
Value ($000) $644 Shares 32,082 Est. Cost $21.78 Unrealized
Sanofi 0.0%
Value ($000) $643 Shares 12,847 Est. Cost $49.43 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $642 Shares 5,624 Est. Cost $82.99 Unrealized +28.4%
ADRNY Koninklijke Ahold Delhaize NV 0.0%
Value ($000) $636 Shares 18,475 Est. Cost $27.02 Unrealized
General Motors Co 0.0%
Value ($000) $634 Shares 10,830 Est. Cost $57.24 Unrealized
Travelers Companies Inc 0.0%
Value ($000) $625 Shares 3,995 Est. Cost $150.48 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $625 Shares 5,668 Est. Cost $85.29 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $618 Shares 1,676 Est. Cost $234.34 Unrealized +43.9%
Uber Technologies Inc 0.0%
Value ($000) $618 Shares 14,749 Est. Cost $53.63 Unrealized
LyondellBasell Industries NV 0.0%
Value ($000) $618 Shares 6,693 Est. Cost $102.80 Unrealized
FREL Fidelity MSCI Real Estate Inde 0.0%
Value ($000) $617 Shares 17,785 Est. Cost $26.18 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $615 Shares 5,286 Est. Cost $115.21 Unrealized
Infineon Technologies AG 0.0%
Value ($000) $612 Shares 13,312 Est. Cost $42.74 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $609 Shares 7,096 Est. Cost $49.47 Unrealized +47.9%
Edwards Lifesciences Corp 0.0%
Value ($000) $606 Shares 4,674 Est. Cost $91.14 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $606 Shares 5,840 Est. Cost $70.02 Unrealized +47.7%
Fortive Corp 0.0%
Value ($000) $604 Shares 7,918 Est. Cost $70.61 Unrealized
BHP BHP Group Ltd 0.0%
Value ($000) $604 Shares 10,009 Est. Cost $65.44 Unrealized
Barclays PLC 0.0%
Value ($000) $600 Shares 57,890 Est. Cost $10.35 Unrealized
Trane Technologies PLC 0.0%
Value ($000) $595 Shares 2,946 Est. Cost $85.48 Unrealized
Bank of China Ltd 0.0%
Value ($000) $593 Shares 66,426 Est. Cost $8.91 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.0%
Value ($000) $588 Shares 4,560 Est. Cost $128.95 Unrealized
Cellnex Telecom SA 0.0%
Value ($000) $585 Shares 20,256 Est. Cost $29.38 Unrealized
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $583 Shares 13,589 Est. Cost $40.78 Unrealized -3.5%
Charter Communications Inc 0.0%
Value ($000) $581 Shares 892 Est. Cost $627.04 Unrealized
VOE Vanguard Mid-Cap Value Index F 0.0%
Value ($000) $575 Shares 3,825 Est. Cost $142.33 Unrealized
GlaxoSmithKline PLC 0.0%
Value ($000) $573 Shares 12,973 Est. Cost $35.65 Unrealized
SJM Smucker J M Co 0.0%
Value ($000) $572 Shares 4,208 Est. Cost $79.92 Unrealized +38.9%
UMC United Microelectronics Corp 0.0%
Value ($000) $572 Shares 48,920 Est. Cost $6.00 Unrealized
BP BP PLC 0.0%
Value ($000) $572 Shares 21,489 Est. Cost $36.21 Unrealized
HIG Hartford Financial Services Gr 0.0%
Value ($000) $571 Shares 8,281 Est. Cost $40.22 Unrealized +61.2%
Dell Technologies Inc 0.0%
Value ($000) $571 Shares 10,157 Est. Cost $88.99 Unrealized
Intesa San Paolo SPA 0.0%
Value ($000) $570 Shares 36,474 Est. Cost $16.18 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.0%
Value ($000) $570 Shares 5,012 Est. Cost $96.06 Unrealized
SPDR S&P Regional Banking ETF 0.0%
Value ($000) $568 Shares 8,020 Est. Cost $66.33 Unrealized
Synchrony Financial 0.0%
Value ($000) $567 Shares 12,217 Est. Cost $41.55 Unrealized
VONV VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 0.0%
Value ($000) $566 Shares 7,676 Est. Cost $91.34 Unrealized
SCMWY Swisscom AG 0.0%
Value ($000) $564 Shares 9,997 Est. Cost $54.53 Unrealized
Royal DSM NV 0.0%
Value ($000) $564 Shares 9,959 Est. Cost $43.77 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $562 Shares 1,594 Est. Cost $244.31 Unrealized +27.4%
Denso Corp 0.0%
Value ($000) $559 Shares 13,519 Est. Cost $33.46 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $555 Shares 3,475 Est. Cost $80.63 Unrealized +50.4%
Twilio Inc 0.0%
Value ($000) $552 Shares 2,097 Est. Cost $332.88 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $552 Shares 11,327 Est. Cost $42.30 Unrealized -8.7%
AIQUY Air Liquide 0.0%
Value ($000) $551 Shares 15,794 Est. Cost $34.03 Unrealized
RIO Rio Tinto PLC 0.0%
Value ($000) $547 Shares 8,186 Est. Cost $66.82 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $546 Shares 6,244 Est. Cost $33.57 Unrealized +16.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $544 Shares 2,000 Est. Cost $122.00 Unrealized +96.3%
HSY Hershey Co 0.0%
Value ($000) $539 Shares 2,786 Est. Cost $153.41 Unrealized +6.6%
IGF iShares S&P Global Infrastruct 0.0%
Value ($000) $538 Shares 11,309 Est. Cost $47.57 Unrealized
Foot Locker Inc 0.0%
Value ($000) $525 Shares 12,041 Est. Cost $43.75 Unrealized
Schneider Electric SE 0.0%
Value ($000) $524 Shares 13,359 Est. Cost $32.28 Unrealized
NEM Newmont Corp 0.0%
Value ($000) $523 Shares 8,433 Est. Cost $55.73 Unrealized -10.6%
HMC Honda Motor Ltd 0.0%
Value ($000) $522 Shares 18,360 Est. Cost $30.07 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $515 Shares 5,911 Est. Cost $79.95 Unrealized +7.4%
MAS Masco Corp 0.0%
Value ($000) $513 Shares 7,307 Est. Cost $51.19 Unrealized +16.9%
USSG Xtrackers MSCI USA ESG Leaders 0.0%
Value ($000) $511 Shares 11,525 Est. Cost $41.25 Unrealized
Biontech SE 0.0%
Value ($000) $499 Shares 1,936 Est. Cost $225.90 Unrealized
First Republic Bank San Franci 0.0%
Value ($000) $498 Shares 2,412 Est. Cost $168.06 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $495 Shares 1,900 Est. Cost $66.17 Unrealized +278.2%
RSP POWERSHARES EXCHANGE TRADED FD S&P 500 PORTF 0.0%
Value ($000) $492 Shares 3,029 Est. Cost $162.43 Unrealized
Baker Hughes Company 0.0%
Value ($000) $491 Shares 20,442 Est. Cost $23.35 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $491 Shares 5,533 Est. Cost $47.54 Unrealized +58.3%
Sea Ltd 0.0%
Value ($000) $490 Shares 2,189 Est. Cost $279.67 Unrealized
SWK Stanley Works 0.0%
Value ($000) $486 Shares 2,575 Est. Cost $106.23 Unrealized +49.3%
IHS Markit Ltd 0.0%
Value ($000) $486 Shares 3,654 Est. Cost $103.38 Unrealized
Thomson Reuters Corp 0.0%
Value ($000) $483 Shares 4,036 Est. Cost $69.21 Unrealized
FSTA Fidelity MSCI Consumer Staples 0.0%
Value ($000) $479 Shares 10,264 Est. Cost $34.77 Unrealized
MAR Marriott Intl Inc 0.0%
Value ($000) $479 Shares 2,900 Est. Cost $100.83 Unrealized +50.5%
Braemar Hotels & Resorts Inc 0.0%
Value ($000) $469 Shares 91,895 Est. Cost $5.10 Unrealized
ITOCY Itochu Corp 0.0%
Value ($000) $467 Shares 7,590 Est. Cost $59.58 Unrealized
Sun Hung Kai Properties Ltd 0.0%
Value ($000) $466 Shares 38,464 Est. Cost $15.02 Unrealized
Bluegreen Vacations Holding Co 0.0%
Value ($000) $465 Shares 13,268 Est. Cost $13.52 Unrealized
ProShares UltraPro S&P 500 0.0%
Value ($000) $462 Shares 3,026 Est. Cost $83.91 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $461 Shares 7,198 Est. Cost $55.11 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $460 Shares 1,319 Est. Cost $209.85 Unrealized +46.8%
VMware Inc 0.0%
Value ($000) $459 Shares 3,964 Est. Cost $115.79 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $459 Shares 10,794 Est. Cost $35.56 Unrealized +18.2%
iShares MSCI China ETF 0.0%
Value ($000) $458 Shares 7,303 Est. Cost $64.21 Unrealized
LKQ LKQ Corp 0.0%
Value ($000) $457 Shares 7,604 Est. Cost $34.60 Unrealized +46.8%
MetLife Inc 0.0%
Value ($000) $453 Shares 7,246 Est. Cost $60.81 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $453 Shares 2,173 Est. Cost $161.51 Unrealized +14.7%
Atlassian Corp PLC 0.0%
Value ($000) $448 Shares 1,174 Est. Cost $289.05 Unrealized
NXP Semiconductors NV 0.0%
Value ($000) $447 Shares 1,959 Est. Cost $199.73 Unrealized
Sprott Physical Gold Tr 0.0%
Value ($000) $447 Shares 31,165 Est. Cost $14.84 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $444 Shares 14,821 Est. Cost $19.58 Unrealized +46.6%
SPDR Wells Fargo Preferred Sto 0.0%
Value ($000) $443 Shares 10,332 Est. Cost $43.67 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $442 Shares 17,654 Est. Cost $15.71 Unrealized +31.5%
KLAC KLA Corp 0.0%
Value ($000) $441 Shares 1,025 Est. Cost $294.66 Unrealized +25.4%
Paycom Software Inc 0.0%
Value ($000) $440 Shares 1,061 Est. Cost $393.30 Unrealized
VMC Vulcan Materials Co 0.0%
Value ($000) $440 Shares 2,122 Est. Cost $104.72 Unrealized +78.9%
ADSK Autodesk Inc 0.0%
Value ($000) $438 Shares 1,555 Est. Cost $217.19 Unrealized +34.2%
GWW Grainger W W Inc 0.0%
Value ($000) $437 Shares 843 Est. Cost $374.58 Unrealized +20.8%
Agnc Inv Corp 0.0%
Value ($000) $436 Shares 28,946 Est. Cost $16.31 Unrealized
Centene Corp 0.0%
Value ($000) $435 Shares 5,283 Est. Cost $64.53 Unrealized
Laboratory Corp America Holdin 0.0%
Value ($000) $434 Shares 1,379 Est. Cost $283.17 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $433 Shares 6,759 Est. Cost $23.70 Unrealized +12.5%
Exelon Corp 0.0%
Value ($000) $433 Shares 7,495 Est. Cost $52.45 Unrealized
Invesco S&P 500 Equal Weight T 0.0%
Value ($000) $429 Shares 1,323 Est. Cost $269.94 Unrealized
SCHO Schwab Short-Term U.S. Treasur 0.0%
Value ($000) $428 Shares 8,409 Est. Cost $51.48 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $424 Shares 6,508 Est. Cost $42.42 Unrealized +2.1%
CCK Crown Holdings Inc 0.0%
Value ($000) $424 Shares 3,837 Est. Cost $89.66 Unrealized +13.4%
IEF iShares 7-10 Year Treasury Bon 0.0%
Value ($000) $419 Shares 3,640 Est. Cost $121.05 Unrealized
Stericycle Inc 0.0%
Value ($000) $418 Shares 7,003 Est. Cost $130.79 Unrealized
SWISX Schwab Intl Index Fund 0.0%
Value ($000) $417 Shares 17,608 Est. Cost $23.74 Unrealized
MIELY Mitsubishi Elec Corp 0.0%
Value ($000) $417 Shares 16,413 Est. Cost $27.90 Unrealized
Delek US Holdings Inc 0.0%
Value ($000) $415 Shares 27,707 Est. Cost $21.80 Unrealized
Discover Financial Services 0.0%
Value ($000) $413 Shares 3,574 Est. Cost $120.77 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $407 Shares 1,733 Est. Cost $196.06 Unrealized +12.0%
DG Dollar General Corp 0.0%
Value ($000) $405 Shares 1,717 Est. Cost $186.54 Unrealized +10.6%
Eastern Bankshares Inc 0.0%
Value ($000) $403 Shares 20,000 Est. Cost $19.59 Unrealized
Global Partners LP 0.0%
Value ($000) $399 Shares 17,000 Est. Cost $21.90 Unrealized
PPL Corp 0.0%
Value ($000) $396 Shares 13,161 Est. Cost $28.36 Unrealized
Wec Energy Group Inc 0.0%
Value ($000) $393 Shares 4,044 Est. Cost $93.05 Unrealized
ProShares S&P 500 Dividend Ari 0.0%
Value ($000) $392 Shares 3,991 Est. Cost $87.03 Unrealized
Ares Management Corporation 0.0%
Value ($000) $390 Shares 4,802 Est. Cost $73.89 Unrealized
FNDX Schwab Fundamental U.S. Large 0.0%
Value ($000) $390 Shares 6,652 Est. Cost $51.77 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $390 Shares 5,863 Est. Cost $93.17 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $390 Shares 4,385 Est. Cost $40.61 Unrealized +84.7%
SUB ISHARES TR SHRT NAT MUN E 0.0%
Value ($000) $388 Shares 3,615 Est. Cost $107.61 Unrealized
Monster Beverage Corp 0.0%
Value ($000) $388 Shares 4,036 Est. Cost $91.10 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $383 Shares 14,707 Est. Cost $17.34 Unrealized +31.2%
AMC Entertainment Holdings 0.0%
Value ($000) $383 Shares 14,065 Est. Cost $38.06 Unrealized
WERN Werner Enterprises Inc 0.0%
Value ($000) $382 Shares 8,032 Est. Cost $41.87 Unrealized +9.4%
SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $379 Shares 8,125 Est. Cost $37.61 Unrealized
iShares MSCI Emerging Markets 0.0%
Value ($000) $379 Shares 6,255 Est. Cost $59.46 Unrealized
GEN Nortonlifelock Inc 0.0%
Value ($000) $378 Shares 14,556 Est. Cost $23.75 Unrealized -2.3%
BEN Franklin Resources Inc 0.0%
Value ($000) $378 Shares 11,303 Est. Cost $19.48 Unrealized +36.4%
iShares Floating Rate Bond ETF 0.0%
Value ($000) $376 Shares 7,415 Est. Cost $50.80 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $376 Shares 3,148 Est. Cost $99.50 Unrealized +5.5%
HLDCY Henderson Land Dev Co Ltd 0.0%
Value ($000) $375 Shares 88,666 Est. Cost $3.88 Unrealized
MKC McCormick & Co Inc 0.0%
Value ($000) $369 Shares 3,823 Est. Cost $69.02 Unrealized +12.6%
WY Weyerhaeuser Co MTN BE 0.0%
Value ($000) $368 Shares 8,936 Est. Cost $30.11 Unrealized +6.2%
AME Ametek Inc 0.0%
Value ($000) $362 Shares 2,462 Est. Cost $115.05 Unrealized +15.7%
WuXi Biologics Cayman Inc 0.0%
Value ($000) $360 Shares 15,372 Est. Cost $30.35 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $360 Shares 4,616 Est. Cost $81.09 Unrealized
FNV Franco Nev Corp 0.0%
Value ($000) $359 Shares 2,593 Est. Cost $140.38 Unrealized -5.2%
Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $357 Shares 2,081 Est. Cost $151.93 Unrealized
ITT Inc 0.0%
Value ($000) $357 Shares 3,500 Est. Cost $90.92 Unrealized
ASML Holding NV 0.0%
Value ($000) $356 Shares 448 Est. Cost $617.20 Unrealized
VTWO VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 0.0%
Value ($000) $356 Shares 3,964 Est. Cost $135.22 Unrealized
TTC Toro Co 0.0%
Value ($000) $356 Shares 3,558 Est. Cost $66.06 Unrealized +50.7%
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $355 Shares 3,472 Est. Cost $99.86 Unrealized
Waste Connections Inc 0.0%
Value ($000) $355 Shares 2,606 Est. Cost $108.70 Unrealized
SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $354 Shares 7,205 Est. Cost $49.52 Unrealized
CICHY China Construction Bank Corp 0.0%
Value ($000) $353 Shares 25,735 Est. Cost $14.11 Unrealized
Quanta Services Inc 0.0%
Value ($000) $351 Shares 3,068 Est. Cost $92.94 Unrealized
Aon PLC 0.0%
Value ($000) $350 Shares 1,162 Est. Cost $243.08 Unrealized
FFIV F5 Inc 0.0%
Value ($000) $349 Shares 1,427 Est. Cost $193.51 Unrealized +14.7%
QCLN FIRST TR EXCHANGE TRADED FD NAS CLNEDG GRE 0.0%
Value ($000) $347 Shares 5,106 Est. Cost $69.21 Unrealized
iShares MSCI USA Min Vol Facto 0.0%
Value ($000) $347 Shares 4,293 Est. Cost $69.27 Unrealized
SVB Financial Group 0.0%
Value ($000) $346 Shares 511 Est. Cost $646.89 Unrealized
HUM Humana Inc 0.0%
Value ($000) $345 Shares 742 Est. Cost $376.88 Unrealized +12.7%
NTDOY Nintendo Ltd 0.0%
Value ($000) $344 Shares 5,892 Est. Cost $65.62 Unrealized
Gxo Logistics Incorporated 0.0%
Value ($000) $344 Shares 3,783 Est. Cost $78.52 Unrealized
Nuveen Amt-Free Muni Inc Fd 0.0%
Value ($000) $344 Shares 22,033 Est. Cost $14.59 Unrealized
Covestro AG 0.0%
Value ($000) $342 Shares 11,061 Est. Cost $33.37 Unrealized
Moderna Inc 0.0%
Value ($000) $340 Shares 1,337 Est. Cost $172.37 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $338 Shares 3,957 Est. Cost $56.35 Unrealized +20.8%
Grupo Financiero Banorte S A B 0.0%
Value ($000) $336 Shares 10,322 Est. Cost $32.16 Unrealized
iShares Interest Rate Hedged L 0.0%
Value ($000) $335 Shares 13,495 Est. Cost $25.15 Unrealized
Regeneron Pharmaceuticals 0.0%
Value ($000) $334 Shares 529 Est. Cost $503.24 Unrealized
Kyndryl Holdings Inc 0.0%
Value ($000) $333 Shares 18,382 Est. Cost $18.12 Unrealized
VWDRY Vestas Wind Systems AS 0.0%
Value ($000) $332 Shares 32,669 Est. Cost $12.36 Unrealized
PPIH Perma-Pipe Intl Holdings Inc 0.0%
Value ($000) $328 Shares 37,815 Est. Cost $8.20 Unrealized +2.3%
TD Toronto Dominion Bank Ont 0.0%
Value ($000) $327 Shares 4,265 Est. Cost $46.92 Unrealized +55.4%
AIG American Intl Group Inc 0.0%
Value ($000) $326 Shares 5,741 Est. Cost $48.17 Unrealized +7.6%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $324 Shares 186 Est. Cost $27.50 Unrealized +28.1%
CBRE Group Inc 0.0%
Value ($000) $323 Shares 2,971 Est. Cost $97.41 Unrealized
Interpublic Group Cos Inc 0.0%
Value ($000) $321 Shares 8,570 Est. Cost $17.35 Unrealized +79.0%
BMO Bank Montreal Que 0.0%
Value ($000) $319 Shares 2,965 Est. Cost $69.09 Unrealized +31.1%
HOCPY Hoya Corp 0.0%
Value ($000) $318 Shares 2,119 Est. Cost $131.84 Unrealized
INFY Infosys Ltd 0.0%
Value ($000) $318 Shares 12,556 Est. Cost $20.40 Unrealized
SPDR S&P Kensho New Economies 0.0%
Value ($000) $316 Shares 5,360 Est. Cost $66.59 Unrealized
TSN Tyson Foods Inc 0.0%
Value ($000) $314 Shares 3,611 Est. Cost $57.76 Unrealized +24.8%
Akamai Technologies Inc 0.0%
Value ($000) $313 Shares 2,677 Est. Cost $107.01 Unrealized
Vanguard Intermediate-Term Cor 0.0%
Value ($000) $313 Shares 3,375 Est. Cost $92.74 Unrealized
FJTSY Fujitsu Ltd 0.0%
Value ($000) $313 Shares 9,073 Est. Cost $33.96 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK 0.0%
Value ($000) $312 Shares 4,917 Est. Cost $63.45 Unrealized
O Realty Income Corp 0.0%
Value ($000) $309 Shares 4,315 Est. Cost $54.25 Unrealized +2.1%
Royal Dutch Shell PLC 0.0%
Value ($000) $309 Shares 7,122 Est. Cost $58.01 Unrealized
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $309 Shares 625 Est. Cost $360.54 Unrealized +38.7%
Brookfield Asset Mgmt Inc 0.0%
Value ($000) $309 Shares 5,107 Est. Cost $46.97 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $308 Shares 2,653 Est. Cost $104.73 Unrealized +8.5%
BAH Booz Allen Hamilton Holding Co 0.0%
Value ($000) $306 Shares 3,598 Est. Cost $42.71 Unrealized +82.0%
AerCap Holdings NV 0.0%
Value ($000) $304 Shares 4,644 Est. Cost $57.11 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $303 Shares 2,150 Est. Cost $68.42 Unrealized +77.5%
RDY Dr Reddys Laboratories Ltd 0.0%
Value ($000) $303 Shares 4,635 Est. Cost $68.94 Unrealized
Innospec Inc 0.0%
Value ($000) $302 Shares 3,341 Est. Cost $102.76 Unrealized
QTEC First Trust NASDAQ-100 Technol 0.0%
Value ($000) $301 Shares 1,720 Est. Cost $109.00 Unrealized
IFF International Flavors & Fragra 0.0%
Value ($000) $301 Shares 1,998 Est. Cost $126.75 Unrealized +2.3%
PCRX Pacira Biosciences Inc 0.0%
Value ($000) $301 Shares 5,000 Est. Cost $41.79 Unrealized +31.9%
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $298 Shares 830 Est. Cost $126.59 Unrealized +30.4%
Sumitomo Mitsui Financial Grou 0.0%
Value ($000) $298 Shares 43,926 Est. Cost $7.07 Unrealized
Alnylam Pharmaceuticals Inc 0.0%
Value ($000) $297 Shares 1,753 Est. Cost $142.50 Unrealized
Liberty Global PLC 0.0%
Value ($000) $296 Shares 10,518 Est. Cost $26.85 Unrealized
LNC Lincoln Natl Corp Ind 0.0%
Value ($000) $295 Shares 4,319 Est. Cost $41.94 Unrealized +33.9%
America Movil SAB de CV 0.0%
Value ($000) $295 Shares 13,997 Est. Cost $16.87 Unrealized
CDNS Cadence Design System Inc 0.0%
Value ($000) $293 Shares 1,573 Est. Cost $116.57 Unrealized +49.5%
Schneider National Inc 0.0%
Value ($000) $292 Shares 10,862 Est. Cost $26.88 Unrealized
Vanguard Mortgage-Backed Secur 0.0%
Value ($000) $292 Shares 5,524 Est. Cost $53.43 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $292 Shares 3,356 Est. Cost $46.38 Unrealized +121.7%
IJJ iShares S&P Mid-Cap 400 Value 0.0%
Value ($000) $291 Shares 2,632 Est. Cost $87.79 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $290 Shares 1,048 Est. Cost $165.75 Unrealized
DBEF X-trackers MSCI EAFE Hedged Eq 0.0%
Value ($000) $289 Shares 7,353 Est. Cost $32.11 Unrealized
Welltower Inc 0.0%
Value ($000) $287 Shares 3,345 Est. Cost $78.31 Unrealized
Wh Group Ltd 0.0%
Value ($000) $286 Shares 22,786 Est. Cost $17.38 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $284 Shares 1,911 Est. Cost $157.77 Unrealized
DTE DTE Energy Co 0.0%
Value ($000) $283 Shares 2,368 Est. Cost $62.02 Unrealized +60.3%
OMC Omnicom Group Inc 0.0%
Value ($000) $282 Shares 3,853 Est. Cost $49.53 Unrealized +24.0%
Jbs SA 0.0%
Value ($000) $282 Shares 20,620 Est. Cost $13.58 Unrealized
Ansys Inc 0.0%
Value ($000) $281 Shares 701 Est. Cost $340.12 Unrealized
F Ford Motor Co 0.0%
Value ($000) $281 Shares 13,522 Est. Cost $10.32 Unrealized +35.6%
Oil Company Lukoil PJSC 0.0%
Value ($000) $281 Shares 3,124 Est. Cost $87.12 Unrealized
iPath Bloomberg Commodity Inde 0.0%
Value ($000) $281 Shares 9,767 Est. Cost $22.25 Unrealized
iShares Aaa - A Rated Corporat 0.0%
Value ($000) $280 Shares 5,000 Est. Cost $55.40 Unrealized
RY Royal Bank CDA 0.0%
Value ($000) $280 Shares 2,643 Est. Cost $85.75 Unrealized +21.1%
IGIB iShares 5-10 Year Investment G 0.0%
Value ($000) $279 Shares 4,721 Est. Cost $59.04 Unrealized
Unilever PLC 0.0%
Value ($000) $277 Shares 5,148 Est. Cost $55.31 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $275 Shares 4,900 Est. Cost $50.42 Unrealized 0.0%
Xcel Energy Inc 0.0%
Value ($000) $274 Shares 4,045 Est. Cost $67.74 Unrealized
KB Financial Group Inc 0.0%
Value ($000) $274 Shares 5,951 Est. Cost $49.35 Unrealized
MGA Magna Intl Inc 0.0%
Value ($000) $273 Shares 3,380 Est. Cost $42.07 Unrealized +67.6%
SPDR Dow Jones Industrial Aver 0.0%
Value ($000) $272 Shares 750 Est. Cost $259.69 Unrealized
MITSY Mitsui & Co Ltd 0.0%
Value ($000) $269 Shares 566 Est. Cost $420.32 Unrealized
Petroleo Brasileiro SA 0.0%
Value ($000) $269 Shares 24,510 Est. Cost $10.80 Unrealized
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $267 Shares 2,603 Est. Cost $108.43 Unrealized
CE Celanese Corp 0.0%
Value ($000) $264 Shares 1,571 Est. Cost $104.43 Unrealized +45.4%
BILI Bilibili Inc 0.0%
Value ($000) $263 Shares 5,676 Est. Cost $42.43 Unrealized
Seiko Epson Corp 0.0%
Value ($000) $263 Shares 28,592 Est. Cost $9.51 Unrealized
IDCBY Industrial & Coml Bank China 0.0%
Value ($000) $262 Shares 23,323 Est. Cost $14.06 Unrealized
CION Ares Diversified Credit F 0.0%
Value ($000) $261 Shares 10,032 Est. Cost $26.02 Unrealized
iShares Core Dividend Growth E 0.0%
Value ($000) $258 Shares 4,642 Est. Cost $50.41 Unrealized
Cohen And Steers Infrastructur 0.0%
Value ($000) $255 Shares 8,943 Est. Cost $27.21 Unrealized
SSNHZ Samsung Electronics Ltd 0.0%
Value ($000) $255 Shares 155 Est. Cost $1825.00 Unrealized
Eversource Energy 0.0%
Value ($000) $253 Shares 2,787 Est. Cost $85.16 Unrealized
The Trade Desk Inc 0.0%
Value ($000) $253 Shares 2,761 Est. Cost $91.63 Unrealized
WP Carey Inc 0.0%
Value ($000) $253 Shares 3,089 Est. Cost $73.86 Unrealized
Nuveen Calif Div Advan Muni 0.0%
Value ($000) $252 Shares 16,089 Est. Cost $15.66 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $251 Shares 5,780 Est. Cost $30.68 Unrealized +21.0%
FNDA Schwab Fundamental U.S. Small 0.0%
Value ($000) $250 Shares 4,495 Est. Cost $50.78 Unrealized
Consumer Staples Select Sector 0.0%
Value ($000) $250 Shares 3,245 Est. Cost $77.04 Unrealized
Kellogg Co 0.0%
Value ($000) $250 Shares 3,886 Est. Cost $49.93 Unrealized +2.3%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $249 Shares 1,857 Est. Cost $95.51 Unrealized +24.6%
BBY Best Buy Inc 0.0%
Value ($000) $249 Shares 2,453 Est. Cost $68.12 Unrealized +37.7%
C H Robinson Worldwide Inc 0.0%
Value ($000) $248 Shares 2,313 Est. Cost $92.89 Unrealized
First Trust Nasdaq CEA Cyberse 0.0%
Value ($000) $248 Shares 4,700 Est. Cost $46.81 Unrealized
Qorvo Inc 0.0%
Value ($000) $248 Shares 1,582 Est. Cost $183.05 Unrealized
Fujifilm Holdings Corp 0.0%
Value ($000) $247 Shares 3,330 Est. Cost $69.58 Unrealized
Viacomcbs Inc 0.0%
Value ($000) $247 Shares 8,160 Est. Cost $39.10 Unrealized
CPRT Copart Inc 0.0%
Value ($000) $243 Shares 1,603 Est. Cost $31.54 Unrealized +17.7%
RS Reliance Steel & Aluminum Co 0.0%
Value ($000) $242 Shares 1,490 Est. Cost $118.98 Unrealized +29.9%
Viatris Inc 0.0%
Value ($000) $242 Shares 17,884 Est. Cost $18.44 Unrealized
IX ORIX Corp 0.0%
Value ($000) $242 Shares 2,385 Est. Cost $79.27 Unrealized
FNDF Schwab Fundamental Internation 0.0%
Value ($000) $240 Shares 7,369 Est. Cost $32.11 Unrealized
SPDR Portfolio MSCI Global Sto 0.0%
Value ($000) $238 Shares 4,107 Est. Cost $52.37 Unrealized
WisdomTree Floating Rate Treas 0.0%
Value ($000) $238 Shares 9,496 Est. Cost $25.06 Unrealized
Plug Power Inc 0.0%
Value ($000) $237 Shares 8,391 Est. Cost $33.77 Unrealized
Sprout Social Inc 0.0%
Value ($000) $236 Shares 2,600 Est. Cost $57.80 Unrealized
GNL Global Net Lease Inc 0.0%
Value ($000) $235 Shares 15,421 Est. Cost $17.73 Unrealized
Cabrios SAS 0.0%
Value ($000) $234 Shares 5,515 Est. Cost $48.05 Unrealized
SPDR Blackstone Senior Loan ET 0.0%
Value ($000) $234 Shares 5,136 Est. Cost $45.97 Unrealized
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $234 Shares 1,458 Est. Cost $130.23 Unrealized 0.0%
ILF iShares Latin America 40 ETF 0.0%
Value ($000) $233 Shares 9,932 Est. Cost $27.61 Unrealized
Starwood Property Tr Inc 0.0%
Value ($000) $232 Shares 9,548 Est. Cost $24.92 Unrealized
Molina Healthcare Inc 0.0%
Value ($000) $231 Shares 726 Est. Cost $244.31 Unrealized
BWA BorgWarner Inc 0.0%
Value ($000) $228 Shares 5,057 Est. Cost $26.92 Unrealized +40.5%
Coinbase Global Inc 0.0%
Value ($000) $228 Shares 900 Est. Cost $253.27 Unrealized
Eaton Vance Tax Mngd Global Di 0.0%
Value ($000) $227 Shares 21,309 Est. Cost $8.28 Unrealized
TOELY Tokyo Electron Ltd 0.0%
Value ($000) $226 Shares 1,568 Est. Cost $108.20 Unrealized
DBS Group Holdings Ltd 0.0%
Value ($000) $226 Shares 2,317 Est. Cost $87.69 Unrealized
PKG Packaging Corp America 0.0%
Value ($000) $225 Shares 1,650 Est. Cost $71.07 Unrealized +66.7%
Fox Corp 0.0%
Value ($000) $225 Shares 6,093 Est. Cost $36.93 Unrealized
NDAQ NASDAQ Inc 0.0%
Value ($000) $224 Shares 1,066 Est. Cost $64.29 Unrealized 0.0%
AVY Avery Dennison Corp 0.0%
Value ($000) $223 Shares 1,029 Est. Cost $75.26 Unrealized +164.3%
HXGBY Hexagon Ab 0.0%
Value ($000) $223 Shares 14,123 Est. Cost $15.01 Unrealized
SRE Sempra 0.0%
Value ($000) $223 Shares 1,684 Est. Cost $55.46 Unrealized 0.0%
Invesco Dynamic Large Cap Valu 0.0%
Value ($000) $222 Shares 4,551 Est. Cost $42.59 Unrealized
ON ON Semiconductor Corp 0.0%
Value ($000) $222 Shares 3,276 Est. Cost $32.58 Unrealized +73.9%
Vanguard Information Technolog 0.0%
Value ($000) $221 Shares 482 Est. Cost $249.52 Unrealized
Vestas Wind Systems AS 0.0%
Value ($000) $221 Shares 7,425 Est. Cost $39.87 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $221 Shares 5,174 Est. Cost $42.58 Unrealized +2.6%
Expedia Group Inc 0.0%
Value ($000) $221 Shares 1,220 Est. Cost $181.15 Unrealized
IYR iShares U.S. Real Estate ETF 0.0%
Value ($000) $220 Shares 1,900 Est. Cost $115.07 Unrealized
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $220 Shares 3,575 Est. Cost $57.26 Unrealized
Horizon Therapeutics Pub L 0.0%
Value ($000) $220 Shares 2,043 Est. Cost $93.53 Unrealized
SAP Sap SE 0.0%
Value ($000) $220 Shares 1,572 Est. Cost $107.65 Unrealized
STM STMicroelectronics NV 0.0%
Value ($000) $219 Shares 4,471 Est. Cost $37.09 Unrealized
ARW Arrow Electronics Inc 0.0%
Value ($000) $219 Shares 1,631 Est. Cost $103.86 Unrealized +18.1%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $218 Shares 17,373 Est. Cost $8.54 Unrealized +37.6%
SHECY Shin Etsu Chem Co Ltd 0.0%
Value ($000) $218 Shares 5,016 Est. Cost $42.63 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $217 Shares 1,898 Est. Cost $50.45 Unrealized +103.2%
Encompass Health Corp 0.0%
Value ($000) $217 Shares 3,335 Est. Cost $57.16 Unrealized
FNDE Schwab Fundamental Emerging Ma 0.0%
Value ($000) $216 Shares 6,956 Est. Cost $30.77 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $215 Shares 4,997 Est. Cost $33.08 Unrealized +5.7%
Royal Dutch Shell PLC 0.0%
Value ($000) $215 Shares 4,942 Est. Cost $36.06 Unrealized
Flex Ltd 0.0%
Value ($000) $215 Shares 11,743 Est. Cost $17.94 Unrealized
PHM Pulte Group Inc 0.0%
Value ($000) $214 Shares 3,741 Est. Cost $37.43 Unrealized +31.6%
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $214 Shares 1,252 Est. Cost $170.93 Unrealized
EMN Eastman Chem Co 0.0%
Value ($000) $213 Shares 1,763 Est. Cost $65.36 Unrealized +45.6%
Hilton Worldwide Holdings Inc 0.0%
Value ($000) $212 Shares 1,361 Est. Cost $155.77 Unrealized
Nextera Energy Partners LP 0.0%
Value ($000) $212 Shares 2,517 Est. Cost $73.58 Unrealized
AHCHY Anhui Conch Cem Co Ltd 0.0%
Value ($000) $211 Shares 8,447 Est. Cost $26.65 Unrealized
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $211 Shares 7,126 Est. Cost $31.81 Unrealized
Farfetch Ltd-Class A 0.0%
Value ($000) $210 Shares 6,284 Est. Cost $33.42 Unrealized
Vale SA 0.0%
Value ($000) $210 Shares 14,974 Est. Cost $21.46 Unrealized
CFG Citizens Financial Group Inc 0.0%
Value ($000) $210 Shares 4,431 Est. Cost $21.41 Unrealized +88.1%
NGG National Grid PLC 0.0%
Value ($000) $208 Shares 2,884 Est. Cost $59.42 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $208 Shares 1,565 Est. Cost $118.07 Unrealized
Truist Financial Corp 0.0%
Value ($000) $208 Shares 3,547 Est. Cost $58.36 Unrealized
PSX Phillips 66 0.0%
Value ($000) $208 Shares 2,865 Est. Cost $62.55 Unrealized +3.5%
FNDC Schwab Fundamental Internation 0.0%
Value ($000) $207 Shares 5,543 Est. Cost $37.54 Unrealized
MRAAY Murata Mfg Co Ltd 0.0%
Value ($000) $207 Shares 10,363 Est. Cost $18.76 Unrealized
Biogen Inc 0.0%
Value ($000) $205 Shares 855 Est. Cost $283.70 Unrealized
ABNB Airbnb Inc 0.0%
Value ($000) $205 Shares 1,228 Est. Cost $176.10 Unrealized 0.0%
IEV ISHARES TR S&P EURO PLUS 0.0%
Value ($000) $205 Shares 3,775 Est. Cost $46.89 Unrealized
CMA Comerica Inc 0.0%
Value ($000) $204 Shares 2,352 Est. Cost $40.62 Unrealized +72.9%
Rent-A-Center Inc 0.0%
Value ($000) $204 Shares 4,248 Est. Cost $57.63 Unrealized
Berry Global Group Inc 0.0%
Value ($000) $204 Shares 2,761 Est. Cost $61.90 Unrealized
Zendesk Inc 0.0%
Value ($000) $203 Shares 1,944 Est. Cost $104.42 Unrealized
iShares Ultra Short-Term Bond 0.0%
Value ($000) $203 Shares 4,025 Est. Cost $50.43 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $202 Shares 5,662 Est. Cost $35.68 Unrealized
Blackrock Muniyild Qult Fd Inc 0.0%
Value ($000) $202 Shares 12,502 Est. Cost $15.97 Unrealized
Check Point Software Tech Ltd 0.0%
Value ($000) $201 Shares 1,728 Est. Cost $112.43 Unrealized
MUFG Mitsubishi UFJ Financial Group 0.0%
Value ($000) $201 Shares 36,854 Est. Cost $5.30 Unrealized
TRUP Trupanion Inc 0.0%
Value ($000) $201 Shares 1,526 Est. Cost $116.51 Unrealized 0.0%
TR Tootsie Roll Industries Inc 0.0%
Value ($000) $201 Shares 5,553 Est. Cost $29.82 Unrealized 0.0%
Singapore Telecom Ltd 0.0%
Value ($000) $191 Shares 11,090 Est. Cost $17.22 Unrealized
UBS Group AG 0.0%
Value ($000) $189 Shares 10,607 Est. Cost $15.53 Unrealized
Sberbank Russia 0.0%
Value ($000) $181 Shares 11,516 Est. Cost $16.95 Unrealized
Telefonica Brasil SA 0.0%
Value ($000) $180 Shares 20,739 Est. Cost $8.45 Unrealized
NABZY National Australia Bank Ltd 0.0%
Value ($000) $175 Shares 16,597 Est. Cost $9.32 Unrealized
KDDI Corp 0.0%
Value ($000) $173 Shares 11,850 Est. Cost $15.94 Unrealized
HEFA ISHARES TR HDG MSCI EAFE 0.0%
Value ($000) $169 Shares 4,810 Est. Cost $24.12 Unrealized
Sabre Corp 0.0%
Value ($000) $159 Shares 18,546 Est. Cost $14.21 Unrealized
Sprott Physical Silver TR 0.0%
Value ($000) $159 Shares 19,938 Est. Cost $8.78 Unrealized
Ping An Ins Group Co China Ltd 0.0%
Value ($000) $152 Shares 10,549 Est. Cost $22.39 Unrealized
BBXIA Bbx Capital Inc 0.0%
Value ($000) $142 Shares 14,200 Est. Cost $3.13 Unrealized +144.2%
Wipro Ltd 0.0%
Value ($000) $134 Shares 13,827 Est. Cost $6.76 Unrealized
AU Optronics Corp 0.0%
Value ($000) $125 Shares 15,179 Est. Cost $8.24 Unrealized
TELFY Telefonica SA 0.0%
Value ($000) $124 Shares 29,367 Est. Cost $4.57 Unrealized
TKC Turkcell Iletisim Hizmetleri 0.0%
Value ($000) $124 Shares 34,738 Est. Cost $4.35 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MAT 0.0%
Value ($000) $124 Shares 1,225 Est. Cost $101.22 Unrealized
Envirotech Vehicles Inc 0.0%
Value ($000) $124 Shares 553,000 Est. Cost $0.22 Unrealized
Agricultural Bank China Ltd 0.0%
Value ($000) $122 Shares 14,318 Est. Cost $8.56 Unrealized
XOP SPDR SER TR SP OILGAS EXP 0.0%
Value ($000) $119 Shares 1,250 Est. Cost $96.00 Unrealized
XLF SECTOR SPDR TR SHS BEN INT-FIN 0.0%
Value ($000) $119 Shares 3,049 Est. Cost $39.03 Unrealized
PBD INVESCO EXCH TRADED FD TR IIGBL CLEAN ENRG 0.0%
Value ($000) $116 Shares 4,360 Est. Cost $34.63 Unrealized
Annaly Capital Management Inc 0.0%
Value ($000) $116 Shares 14,830 Est. Cost $7.94 Unrealized
LG Display Co Ltd 0.0%
Value ($000) $108 Shares 10,687 Est. Cost $7.94 Unrealized
WORLD GOLD TR SPDR GLD MINIS 0.0%
Value ($000) $108 Shares 5,995 Est. Cost $17.09 Unrealized
JAPAY Japan Tobacco Inc 0.0%
Value ($000) $107 Shares 10,572 Est. Cost $9.46 Unrealized
IEI ISHARES 3-7 YR TR BD E 0.0%
Value ($000) $106 Shares 829 Est. Cost $125.93 Unrealized
XXHYBXX New American High Income Fund 0.0%
Value ($000) $106 Shares 11,368 Est. Cost $8.73 Unrealized
Agc Inc 0.0%
Value ($000) $103 Shares 10,749 Est. Cost $7.03 Unrealized
Gazprom PJSC 0.0%
Value ($000) $101 Shares 10,968 Est. Cost $8.33 Unrealized
Virtus Allianzgi Convertible 0.0%
Value ($000) $98 Shares 19,162 Est. Cost $5.22 Unrealized
Allianzgi Convertible & Income 0.0%
Value ($000) $98 Shares 16,846 Est. Cost $5.97 Unrealized
Telecom Italia SPA New 0.0%
Value ($000) $98 Shares 19,632 Est. Cost $5.27 Unrealized
HOKCY Hong Kong & China Gas Ltd 0.0%
Value ($000) $90 Shares 58,343 Est. Cost $1.52 Unrealized
Nuveen Pfd & Cvrt Inc Fd 2 0.0%
Value ($000) $88 Shares 13,593 Est. Cost $6.38 Unrealized
AVUV AMERICAN CENTY ETF TR US SML CP VALU 0.0%
Value ($000) $87 Shares 1,096 Est. Cost $75.73 Unrealized
PIMCO ENRGY TACTICAL CR OPP COM SHS BEN INT 0.0%
Value ($000) $86 Shares 6,735 Est. Cost $14.77 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.0%
Value ($000) $85 Shares 757 Est. Cost $87.80 Unrealized
SunCoke Energy Inc 0.0%
Value ($000) $79 Shares 12,018 Est. Cost $7.16 Unrealized
Zynga Inc 0.0%
Value ($000) $77 Shares 11,951 Est. Cost $10.63 Unrealized
SPYX SPDR SERIES TRUST SPDR S&P 500 E 0.0%
Value ($000) $76 Shares 646 Est. Cost $74.39 Unrealized
ALSMY Alstom SA 0.0%
Value ($000) $76 Shares 21,679 Est. Cost $3.51 Unrealized
Cia Brasileira de Distribuicao 0.0%
Value ($000) $74 Shares 18,633 Est. Cost $3.97 Unrealized
KGC Kinross Gold Corp 0.0%
Value ($000) $71 Shares 12,373 Est. Cost $5.98 Unrealized 0.0%
Invesco Mortgage Capital 0.0%
Value ($000) $68 Shares 24,743 Est. Cost $3.78 Unrealized
VNLA JANUS DETROIT STR TR HENDRSN SHRT E 0.0%
Value ($000) $66 Shares 1,340 Est. Cost $50.00 Unrealized
SRLN SSGA ACTIVE ETF TR BLACKSTONE SEN 0.0%
Value ($000) $62 Shares 1,364 Est. Cost $45.45 Unrealized
NUVEEN NY DIVID ADVNTG MUN FD 0.0%
Value ($000) $60 Shares 4,090 Est. Cost $14.02 Unrealized
Aware Inc MA 0.0%
Value ($000) $60 Shares 19,000 Est. Cost $3.63 Unrealized
FLAHERTY & CRUMRINESS PFD INCOME FUND 0.0%
Value ($000) $58 Shares 3,326 Est. Cost $15.63 Unrealized
C P Pokphand Co Ltd 0.0%
Value ($000) $55 Shares 15,130 Est. Cost $2.80 Unrealized
BDORY Banco Do Brasil SA 0.0%
Value ($000) $54 Shares 10,598 Est. Cost $5.37 Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $53 Shares 3,648 Est. Cost $11.52 Unrealized
PAVE GLOBAL X FDS US INFR DEV ET 0.0%
Value ($000) $51 Shares 1,784 Est. Cost $25.22 Unrealized
PSL INVESCO DWA CONSUMER STAPLESMOMENTUM ETF 0.0%
Value ($000) $48 Shares 529 Est. Cost $73.72 Unrealized
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $47 Shares 18,896 Est. Cost $2.39 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.0%
Value ($000) $45 Shares 152 Est. Cost $177.63 Unrealized
EMB ISHARES TR JPMORGAN USD EM MKTS BD 0.0%
Value ($000) $45 Shares 420 Est. Cost $107.14 Unrealized
Mizuho Financial Group Inc 0.0%
Value ($000) $44 Shares 17,318 Est. Cost $2.85 Unrealized
SMMU PIMCO ETF TR SHORT TRM MUN BD A 0.0%
Value ($000) $40 Shares 782 Est. Cost $51.15 Unrealized
Uxin Ltd 0.0%
Value ($000) $39 Shares 24,800 Est. Cost $1.57 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF TRUST 0.0%
Value ($000) $35 Shares 98 Est. Cost $357.14 Unrealized
IWY ISHARES TR RUS TP200 GR E 0.0%
Value ($000) $34 Shares 200 Est. Cost $170.00 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $32 Shares 419 Est. Cost $76.37 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.0%
Value ($000) $32 Shares 126 Est. Cost $230.16 Unrealized
SCHR SCHWAB STRATEGIC TR INTRM TRM TRES 0.0%
Value ($000) $30 Shares 550 Est. Cost $54.55 Unrealized
XLP SECTOR SPDR TR SHS BEN INT-CON 0.0%
Value ($000) $30 Shares 395 Est. Cost $68.35 Unrealized
XLV SECTOR SPDR TR SBI HEALTHCARE 0.0%
Value ($000) $28 Shares 204 Est. Cost $137.25 Unrealized
SPYD SPDR SERIES TRUST PRTFLO S&P500 0.0%
Value ($000) $26 Shares 640 Est. Cost $39.06 Unrealized
PIMCO NEW YORK MUN INCOME FDCOM 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $14.00 Unrealized
ARKW ARK ETF TR NEXT GNRTN INT 0.0%
Value ($000) $23 Shares 200 Est. Cost $135.00 Unrealized
SPSM SPDR SER TR PORTFOLIO S&P6 0.0%
Value ($000) $21 Shares 474 Est. Cost $42.19 Unrealized
NUVEEN INS NY TX FR ADV MUN COM 0.0%
Value ($000) $21 Shares 1,551 Est. Cost $13.81 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.0%
Value ($000) $20 Shares 112 Est. Cost $178.57 Unrealized
EWG ISHARES INC MSCI GERMAN 0.0%
Value ($000) $18 Shares 577 Est. Cost $32.93 Unrealized
BLACKROCK MUNIHOLDINGS INSD FD II 0.0%
Value ($000) $16 Shares 1,200 Est. Cost $12.50 Unrealized
Electrovaya Inc 0.0%
Value ($000) $15 Shares 20,000 Est. Cost $1.10 Unrealized
ICF ISHARES TR COHEN&ST RLTY 0.0%
Value ($000) $15 Shares 200 Est. Cost $85.00 Unrealized
ALLIANCE BERNSTEIN GLOBAL HIGH INC FD 0.0%
Value ($000) $13 Shares 1,129 Est. Cost $12.40 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $12 Shares 128 Est. Cost $128.71 Unrealized
VCR VANGUARD WORLD FDS CONSUM DIS ETF 0.0%
Value ($000) $12 Shares 38 Est. Cost $303.78 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $11 Shares 153 Est. Cost $71.90 Unrealized
ISHARES TST MSCI GERMANY SMALL CAP INDEX FD 0.0%
Value ($000) $11 Shares 150 Est. Cost $60.00 Unrealized
BLACKROCK MUNIHLDS INVSTM QLCOM 0.0%
Value ($000) $11 Shares 750 Est. Cost $13.33 Unrealized
MHTX Manhattan Scientifics Inc 0.0%
Value ($000) $10 Shares 635,000 Est. Cost $0.06 Unrealized -66.1%
VAW VANGUARD WORLD FDS MATERIALS ETF 0.0%
Value ($000) $10 Shares 54 Est. Cost $92.59 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.0%
Value ($000) $8 Shares 161 Est. Cost $49.69 Unrealized
Abeona Therapeutics Inc 0.0%
Value ($000) $7 Shares 19,500 Est. Cost $1.90 Unrealized
RSPD INVESCO ETF S&P500 EQL DIS 0.0%
Value ($000) $6 Shares 40 Est. Cost $100.00 Unrealized
XBI SPDR SERIES TRUST S&P BIOTECH 0.0%
Value ($000) $6 Shares 60 Est. Cost $100.00 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $5 Shares 94 Est. Cost $53.19 Unrealized
VMBS VANGUARD SCOTTSDALE FDS MTG-BKD SECS E 0.0%
Value ($000) $4 Shares 78 Est. Cost $51.28 Unrealized
MCHI ISHARES TR MSCI CHINA ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $4 Shares 1,011 Est. Cost $5.44 Unrealized
GWX SPDR INDEX SHS FDS S&P INTL SMLCP 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
VPU VANGUARD WORLD FDS UTILITIES ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
DIREXION SHS ETF TR DAILY RGNAL BU 0.0%
Value ($000) $1 Shares 40 Est. Cost $219.35 Unrealized
SCHV SCHWAB STRATEGIC TR US LCAP VA ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
SVVC FIRSTHAND TECH VALUE FD INC COM 0.0%
Value ($000) $1 Shares 372 Est. Cost $6.61 Unrealized -34.4%
National American Univ Holding 0.0%
Value ($000) $1 Shares 20,075 Est. Cost $0.15 Unrealized
Globestar Therapeutics Corp 0.0%
Value ($000) $1 Shares 72,727 Est. Cost $0.03 Unrealized
GNOLF Genoil Inc 0.0%
Value ($000) $1 Shares 50,000 Est. Cost $0.03 Unrealized -74.9%
GTLL Global Technologies Ltd 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +2262.4%
Celexpress Inc 0.0%
Value ($000) $0 Shares 653,845 Est. Cost Unrealized
Ascent Solar Technologies Inc 0.0%
Value ($000) $0 Shares 101,333 Est. Cost Unrealized
Vedanta Limited 0.0%
Value ($000) $0 Shares 15,475 Est. Cost $12.73 Unrealized
Connected Media Technologies I 0.0%
Value ($000) $0 Shares 40,000 Est. Cost Unrealized
Silicon Graphics Inc 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized