SVB WEALTH LLC Diversified Active

CIK: 0001626116 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $7,466,908 (100.0% shares, 0.0% debt)

Holdings (802)

IVV iShares Core S&P 500 ETF 5.8%
Value ($000) $429,630 Shares 946,969 Est. Cost $322.76 Unrealized
ITOT iShares Core S&P Total U.S. St 5.7%
Value ($000) $427,521 Shares 4,235,401 Est. Cost $68.41 Unrealized
AAPL Apple Inc 5.6%
Value ($000) $418,574 Shares 2,397,191 Est. Cost $93.68 Unrealized +76.0%
IWF iShares Russell 1000 Growth ET 5.3%
Value ($000) $399,311 Shares 1,438,286 Est. Cost $191.32 Unrealized
JPST J P MORGAN ULTRA SHORT INCM ETF 5.3%
Value ($000) $397,446 Shares 7,906,237 Est. Cost $50.27 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BD ETF 5.3%
Value ($000) $393,329 Shares 3,931,325 Est. Cost $100.05 Unrealized
ICSH ISHARES TR ULTR SH TRM BD 5.2%
Value ($000) $390,519 Shares 7,787,019 Est. Cost $50.15 Unrealized
Spdr S&P 500 Etf 3.8%
Value ($000) $284,212 Shares 629,289 Est. Cost $445.19 Unrealized
MSFT Microsoft Corp 3.1%
Value ($000) $229,698 Shares 745,021 Est. Cost $41.86 Unrealized +596.2%
SPDR Portfolio S&P 500 Value E 2.5%
Value ($000) $189,956 Shares 4,549,851 Est. Cost $41.74 Unrealized
IJH iShares S&P MidCap Fund 1.9%
Value ($000) $138,894 Shares 517,604 Est. Cost $262.06 Unrealized
BRK/A Berkshire Hathaway Inc 1.8%
Value ($000) $131,172 Shares 248 Est. Cost $306026.10 Unrealized +58.6%
PFF iShares Preferred and Income S 1.3%
Value ($000) $96,607 Shares 2,652,556 Est. Cost $37.12 Unrealized
AMZN Amazon.com Inc 1.3%
Value ($000) $94,951 Shares 29,126 Est. Cost $70.49 Unrealized +119.2%
AbbVie Inc 1.0%
Value ($000) $72,531 Shares 447,413 Est. Cost $108.62 Unrealized
Accenture PLC Ireland 0.9%
Value ($000) $70,818 Shares 209,998 Est. Cost $276.25 Unrealized
Alphabet Inc 0.9%
Value ($000) $69,072 Shares 24,731 Est. Cost $2094.86 Unrealized
Jpmorgan Chase & Co 0.9%
Value ($000) $66,762 Shares 489,741 Est. Cost $152.23 Unrealized
HD Home Depot Inc 0.9%
Value ($000) $65,140 Shares 217,621 Est. Cost $81.60 Unrealized +284.8%
ABT Abbott Laboratories 0.8%
Value ($000) $60,798 Shares 513,661 Est. Cost $41.97 Unrealized +174.9%
UNP Union Pacific Corp 0.8%
Value ($000) $59,088 Shares 216,276 Est. Cost $92.72 Unrealized +148.7%
Nextera Energy Inc 0.8%
Value ($000) $57,588 Shares 679,832 Est. Cost $75.96 Unrealized
PG Procter And Gamble Co 0.6%
Value ($000) $46,769 Shares 306,078 Est. Cost $72.32 Unrealized +96.5%
Visa Inc 0.6%
Value ($000) $46,469 Shares 209,537 Est. Cost $211.98 Unrealized
ELV Anthem Inc 0.6%
Value ($000) $43,626 Shares 88,812 Est. Cost $252.17 Unrealized +71.6%
IWN iShares Russell 2000 Value ETF 0.6%
Value ($000) $43,033 Shares 266,633 Est. Cost $157.08 Unrealized
LHX L3harris Technologies Inc 0.5%
Value ($000) $40,897 Shares 164,598 Est. Cost $164.33 Unrealized +30.6%
Merck & Co Inc 0.5%
Value ($000) $40,831 Shares 497,635 Est. Cost $77.30 Unrealized
HON Honeywell Intl Inc 0.5%
Value ($000) $40,532 Shares 208,304 Est. Cost $96.96 Unrealized +75.7%
Alphabet Inc 0.5%
Value ($000) $40,207 Shares 14,456 Est. Cost $2085.11 Unrealized
Broadcom Inc 0.5%
Value ($000) $39,788 Shares 63,188 Est. Cost $463.66 Unrealized
Intercontinental Exchange Inc 0.5%
Value ($000) $37,094 Shares 280,762 Est. Cost $112.44 Unrealized
DIS Disney Walt Co 0.5%
Value ($000) $36,978 Shares 269,596 Est. Cost $106.57 Unrealized +32.5%
MRSH Marsh & McLennan Cos Inc 0.5%
Value ($000) $36,507 Shares 214,214 Est. Cost $62.59 Unrealized +137.5%
IJR iShares S&P Small-Cap Fund 0.5%
Value ($000) $36,486 Shares 338,216 Est. Cost $81.77 Unrealized
Cars Inc 0.5%
Value ($000) $36,081 Shares 2,500,400 Est. Cost $16.09 Unrealized
PEP PepsiCo Inc 0.5%
Value ($000) $36,070 Shares 215,495 Est. Cost $100.66 Unrealized +47.4%
Cisco Systems Inc 0.5%
Value ($000) $35,296 Shares 633,009 Est. Cost $51.93 Unrealized
FlexShares Global Upstream Nat 0.5%
Value ($000) $34,226 Shares 730,842 Est. Cost $39.34 Unrealized
VTI Vanguard Total Stock Market In 0.4%
Value ($000) $33,412 Shares 146,763 Est. Cost $158.87 Unrealized
iShares MSCI USA Quality Facto 0.4%
Value ($000) $33,319 Shares 247,486 Est. Cost $104.29 Unrealized
Costco Wholesale Corp 0.4%
Value ($000) $32,858 Shares 57,059 Est. Cost $355.16 Unrealized
Medtronic PLC 0.4%
Value ($000) $32,831 Shares 295,914 Est. Cost $117.88 Unrealized
Valero Energy Corp 0.4%
Value ($000) $32,122 Shares 316,349 Est. Cost $73.99 Unrealized
Broadridge Financial Solutions 0.4%
Value ($000) $32,044 Shares 205,794 Est. Cost $153.25 Unrealized
IBM Intl Business Machines 0.4%
Value ($000) $31,392 Shares 241,440 Est. Cost $96.94 Unrealized +15.6%
DHR Danaher Corporation 0.4%
Value ($000) $29,647 Shares 101,071 Est. Cost $44.81 Unrealized +448.4%
ADI Analog Devices Inc 0.4%
Value ($000) $29,605 Shares 179,232 Est. Cost $104.93 Unrealized +44.1%
JNJ Johnson & Johnson 0.4%
Value ($000) $29,159 Shares 164,525 Est. Cost $89.24 Unrealized +70.1%
Equinix Inc 0.4%
Value ($000) $28,112 Shares 37,906 Est. Cost $686.94 Unrealized
Comcast Corp 0.4%
Value ($000) $27,822 Shares 594,225 Est. Cost $53.71 Unrealized
iShares MSCI Intl Quality Fact 0.4%
Value ($000) $27,406 Shares 743,314 Est. Cost $31.05 Unrealized
APD Air Prods & Chems Inc 0.4%
Value ($000) $27,377 Shares 109,547 Est. Cost $123.96 Unrealized +87.1%
CDW Corp 0.4%
Value ($000) $26,877 Shares 150,245 Est. Cost $176.01 Unrealized
American Tower Corp 0.4%
Value ($000) $26,257 Shares 104,518 Est. Cost $247.57 Unrealized
IWM iShares Russell 2000 ETF 0.3%
Value ($000) $25,923 Shares 126,289 Est. Cost $150.53 Unrealized
BK Bank New York Mellon Corp 0.3%
Value ($000) $25,610 Shares 516,016 Est. Cost $36.09 Unrealized +40.6%
UnitedHealth Group Inc 0.3%
Value ($000) $24,200 Shares 47,455 Est. Cost $373.41 Unrealized
Pool Corp 0.3%
Value ($000) $23,892 Shares 56,502 Est. Cost $351.74 Unrealized
MDLZ Mondelez Intl Inc 0.3%
Value ($000) $23,711 Shares 377,679 Est. Cost $49.74 Unrealized +17.9%
VOO Vanguard S&P 500 ETF 0.3%
Value ($000) $23,647 Shares 56,957 Est. Cost $279.40 Unrealized
PFE Pfizer Inc 0.3%
Value ($000) $23,020 Shares 444,670 Est. Cost $18.60 Unrealized +128.4%
GSG ISHARES S&P GSCI COMMODITY IUNIT BEN INT 0.3%
Value ($000) $22,761 Shares 22,761 Est. Cost $1000.00 Unrealized
URI United Rentals Inc 0.3%
Value ($000) $22,170 Shares 62,414 Est. Cost $127.64 Unrealized +147.8%
CMI Cummins Inc 0.3%
Value ($000) $22,113 Shares 107,810 Est. Cost $194.00 Unrealized +1.4%
Agilent Technologies Inc 0.3%
Value ($000) $21,979 Shares 166,097 Est. Cost $151.04 Unrealized
EBAY eBay Inc 0.3%
Value ($000) $21,950 Shares 383,329 Est. Cost $53.39 Unrealized +1.2%
BBY Best Buy Inc 0.3%
Value ($000) $21,370 Shares 235,087 Est. Cost $82.04 Unrealized +0.2%
Primerica Inc 0.3%
Value ($000) $21,170 Shares 154,731 Est. Cost $151.51 Unrealized
SYK Stryker Corporation 0.3%
Value ($000) $20,944 Shares 78,339 Est. Cost $141.43 Unrealized +75.5%
ACWX iShares MSCI ACWI ex US Index 0.3%
Value ($000) $20,758 Shares 397,139 Est. Cost $49.22 Unrealized
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $20,526 Shares 278,877 Est. Cost $62.50 Unrealized
Salesforce Inc 0.3%
Value ($000) $19,645 Shares 92,526 Est. Cost $215.27 Unrealized
MAS Masco Corp 0.3%
Value ($000) $19,533 Shares 383,003 Est. Cost $55.09 Unrealized +0.1%
SPDR S&P MidCap 400 ETF 0.3%
Value ($000) $19,334 Shares 39,420 Est. Cost $415.24 Unrealized
ADP Automatic Data Processing Inc 0.3%
Value ($000) $19,008 Shares 83,538 Est. Cost $76.74 Unrealized +156.6%
BlackRock Inc 0.3%
Value ($000) $18,769 Shares 24,561 Est. Cost $756.22 Unrealized
Facebook Inc 0.2%
Value ($000) $18,564 Shares 83,486 Est. Cost $296.42 Unrealized
Adobe Systems Incorporated 0.2%
Value ($000) $18,553 Shares 40,720 Est. Cost $477.26 Unrealized
BRK/B Berkshire Hathaway Inc 0.2%
Value ($000) $17,408 Shares 49,327 Est. Cost $170.75 Unrealized +89.4%
Intuitive Surgical Inc 0.2%
Value ($000) $16,554 Shares 54,873 Est. Cost $341.83 Unrealized
INTC Intel Corp 0.2%
Value ($000) $15,758 Shares 317,951 Est. Cost $27.29 Unrealized +69.2%
SCHW Charles Schwab Corp 0.2%
Value ($000) $15,687 Shares 186,072 Est. Cost $33.37 Unrealized +149.8%
Iqvia Holdings Inc 0.2%
Value ($000) $15,607 Shares 67,501 Est. Cost $107.60 Unrealized
iShares Core MSCI Emerging Mar 0.2%
Value ($000) $14,932 Shares 268,810 Est. Cost $64.05 Unrealized
MCD McDonalds Corp 0.2%
Value ($000) $14,901 Shares 60,258 Est. Cost $79.78 Unrealized +185.5%
iShares MSCI USA Value Factor 0.2%
Value ($000) $14,359 Shares 137,316 Est. Cost $105.70 Unrealized
VSS Vanguard FTSE All-World ex-US 0.2%
Value ($000) $14,320 Shares 115,588 Est. Cost $95.41 Unrealized
iShares Global REIT ETF 0.2%
Value ($000) $13,926 Shares 476,767 Est. Cost $29.44 Unrealized
Bio-Techne Corp 0.2%
Value ($000) $13,643 Shares 31,506 Est. Cost $267.79 Unrealized
TYL Tyler Technologies Inc 0.2%
Value ($000) $13,545 Shares 30,445 Est. Cost $217.33 Unrealized +106.9%
AMGN Amgen Inc 0.2%
Value ($000) $12,939 Shares 53,505 Est. Cost $116.81 Unrealized +74.0%
CoStar Group Inc 0.2%
Value ($000) $12,706 Shares 190,762 Est. Cost $153.91 Unrealized
VMware Inc 0.2%
Value ($000) $12,683 Shares 111,374 Est. Cost $113.95 Unrealized
SPDR Dow Jones Global Real Est 0.2%
Value ($000) $12,628 Shares 233,801 Est. Cost $47.84 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $12,624 Shares 77,528 Est. Cost $73.40 Unrealized +67.2%
Exxon Mobile Corp 0.2%
Value ($000) $12,581 Shares 152,331 Est. Cost $56.65 Unrealized
EL Lauder Estee Cos Inc 0.2%
Value ($000) $12,179 Shares 44,725 Est. Cost $143.77 Unrealized +96.3%
Trex Co Inc 0.2%
Value ($000) $12,113 Shares 185,411 Est. Cost $87.28 Unrealized
Keysight Technologies Inc 0.2%
Value ($000) $12,038 Shares 76,209 Est. Cost $146.38 Unrealized
TJX TJX Cos Inc 0.2%
Value ($000) $12,000 Shares 198,092 Est. Cost $37.27 Unrealized +69.6%
Cerner Corp 0.2%
Value ($000) $11,748 Shares 125,566 Est. Cost $64.66 Unrealized
CGNX Cognex Corp 0.2%
Value ($000) $11,660 Shares 151,139 Est. Cost $77.87 Unrealized -14.5%
GVI iShares Intermediate Governmen 0.2%
Value ($000) $11,596 Shares 106,846 Est. Cost $113.45 Unrealized
PIMCO Enhanced Short Maturity 0.1%
Value ($000) $11,008 Shares 109,906 Est. Cost $101.84 Unrealized
WMT Wal-Mart Inc 0.1%
Value ($000) $10,986 Shares 73,774 Est. Cost $25.06 Unrealized +78.0%
CVS CVS Health Corp 0.1%
Value ($000) $10,728 Shares 105,997 Est. Cost $59.62 Unrealized +54.3%
EOG Resources Inc 0.1%
Value ($000) $10,465 Shares 87,775 Est. Cost $73.79 Unrealized
EA Electronic Arts Inc 0.1%
Value ($000) $10,314 Shares 81,527 Est. Cost $102.57 Unrealized +24.2%
GPI Group 1 Automotive Inc 0.1%
Value ($000) $10,073 Shares 60,017 Est. Cost $192.26 Unrealized -5.5%
Invesco QQQ Trust 0.1%
Value ($000) $10,054 Shares 27,734 Est. Cost $343.10 Unrealized
IGSB iShares 1-5 Year Investment Gr 0.1%
Value ($000) $10,046 Shares 194,239 Est. Cost $53.91 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $9,706 Shares 59,859 Est. Cost $120.83 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $9,518 Shares 104,628 Est. Cost $51.39 Unrealized +67.2%
VB Vanguard Small-Cap Index Fund 0.1%
Value ($000) $9,496 Shares 44,684 Est. Cost $163.34 Unrealized
Tesla Inc 0.1%
Value ($000) $9,477 Shares 8,794 Est. Cost $674.83 Unrealized
Raytheon Technologies Corp 0.1%
Value ($000) $9,248 Shares 93,349 Est. Cost $77.27 Unrealized
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $9,108 Shares 84,055 Est. Cost $87.85 Unrealized
CME Group Inc 0.1%
Value ($000) $9,097 Shares 38,247 Est. Cost $205.07 Unrealized
MLM Martin Marietta Materials Inc 0.1%
Value ($000) $9,086 Shares 23,608 Est. Cost $210.89 Unrealized +79.3%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $9,045 Shares 123,866 Est. Cost $41.75 Unrealized +36.1%
VONG VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 0.1%
Value ($000) $8,865 Shares 124,243 Est. Cost $71.35 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $8,662 Shares 66,087 Est. Cost $89.81 Unrealized +49.0%
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $8,434 Shares 182,860 Est. Cost $48.17 Unrealized
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $8,189 Shares 49,336 Est. Cost $133.98 Unrealized
NVIDIA Corporation 0.1%
Value ($000) $7,872 Shares 28,851 Est. Cost $283.84 Unrealized
KO Coca-Cola Co 0.1%
Value ($000) $7,870 Shares 126,922 Est. Cost $31.83 Unrealized +69.9%
NKE Nike Inc 0.1%
Value ($000) $7,703 Shares 57,246 Est. Cost $52.59 Unrealized +150.9%
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $7,497 Shares 166,054 Est. Cost $40.74 Unrealized
Netflix Inc 0.1%
Value ($000) $7,483 Shares 19,976 Est. Cost $582.41 Unrealized
MasterCard Incorporated 0.1%
Value ($000) $7,345 Shares 20,551 Est. Cost $355.91 Unrealized
MCHP Microchip Technology Inc 0.1%
Value ($000) $7,257 Shares 96,584 Est. Cost $49.57 Unrealized +39.1%
Technology Select Sector SPDR 0.1%
Value ($000) $7,230 Shares 45,494 Est. Cost $138.85 Unrealized
VEA Vanguard FTSE Developed Market 0.1%
Value ($000) $7,028 Shares 146,328 Est. Cost $43.65 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $6,979 Shares 169,327 Est. Cost $21.21 Unrealized +92.5%
DVY iShares Select Dividend ETF 0.1%
Value ($000) $6,978 Shares 54,456 Est. Cost $81.45 Unrealized
SPDR Gold Shares 0.1%
Value ($000) $6,965 Shares 38,556 Est. Cost $168.87 Unrealized
VT Vanguard Total World Stock Ind 0.1%
Value ($000) $6,870 Shares 67,824 Est. Cost $82.03 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $6,279 Shares 29,281 Est. Cost $81.01 Unrealized +118.7%
Waste Management Inc Del 0.1%
Value ($000) $6,024 Shares 38,002 Est. Cost $129.59 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $6,015 Shares 21,003 Est. Cost $85.06 Unrealized +192.1%
VO Vanguard Mid-Cap Index Fund 0.1%
Value ($000) $5,831 Shares 24,516 Est. Cost $200.09 Unrealized
3M Co 0.1%
Value ($000) $5,568 Shares 37,399 Est. Cost $190.04 Unrealized
VGIT VANGUARD SCOTTSDALE FDS INT-TERM GOV 0.1%
Value ($000) $5,462 Shares 86,826 Est. Cost $66.78 Unrealized
Ameriprise Financial Inc 0.1%
Value ($000) $5,437 Shares 18,100 Est. Cost $234.09 Unrealized
iShares Core MSCI EAFE ETF 0.1%
Value ($000) $5,361 Shares 77,139 Est. Cost $61.67 Unrealized
XHR Xenia Hotels & Resorts Inc 0.1%
Value ($000) $5,204 Shares 269,796 Est. Cost $18.23 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $5,188 Shares 33,949 Est. Cost $63.20 Unrealized +143.0%
Verizon Communications Inc 0.1%
Value ($000) $5,167 Shares 101,418 Est. Cost $58.15 Unrealized
Chubb Limited 0.1%
Value ($000) $5,164 Shares 24,142 Est. Cost $158.00 Unrealized
Skyworks Solutions Inc 0.1%
Value ($000) $5,157 Shares 38,690 Est. Cost $182.68 Unrealized
Netease Inc 0.1%
Value ($000) $5,048 Shares 56,295 Est. Cost $103.68 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $4,794 Shares 27,152 Est. Cost $104.62 Unrealized +71.6%
STT State Street Corp 0.1%
Value ($000) $4,640 Shares 53,254 Est. Cost $64.75 Unrealized +25.1%
PGR Progressive Corp 0.1%
Value ($000) $4,478 Shares 39,285 Est. Cost $34.04 Unrealized +189.3%
Vertex Pharmaceuticals Inc 0.1%
Value ($000) $4,402 Shares 16,868 Est. Cost $215.97 Unrealized
Broadmark Realty Cap Inc 0.1%
Value ($000) $4,307 Shares 497,964 Est. Cost $11.83 Unrealized
CL Colgate Palmolive Co 0.1%
Value ($000) $4,278 Shares 56,420 Est. Cost $54.89 Unrealized +31.8%
HII Huntington Ingalls Industries 0.1%
Value ($000) $4,273 Shares 21,424 Est. Cost $150.52 Unrealized +18.9%
GILD Gilead Sciences Inc 0.1%
Value ($000) $4,242 Shares 71,345 Est. Cost $65.95 Unrealized -16.4%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $4,204 Shares 7,117 Est. Cost $293.68 Unrealized +93.5%
BA Boeing Co 0.1%
Value ($000) $4,157 Shares 21,704 Est. Cost $263.27 Unrealized -23.8%
Price T Rowe Group Inc 0.1%
Value ($000) $4,111 Shares 27,188 Est. Cost $172.07 Unrealized
TE Connectivity Ltd 0.1%
Value ($000) $4,106 Shares 31,355 Est. Cost $130.10 Unrealized
Oracle Corp 0.1%
Value ($000) $4,095 Shares 49,494 Est. Cost $70.69 Unrealized
AXP American Express Co 0.1%
Value ($000) $4,089 Shares 21,869 Est. Cost $89.05 Unrealized +92.9%
SPDR S&P Dividend ETF 0.1%
Value ($000) $3,920 Shares 30,600 Est. Cost $104.15 Unrealized
BSV Vanguard Short-Term Bond Index 0.1%
Value ($000) $3,852 Shares 49,452 Est. Cost $82.96 Unrealized
HYG iShares iBoxx $ High Yield Cor 0.0%
Value ($000) $3,725 Shares 45,265 Est. Cost $83.51 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $3,704 Shares 17,691 Est. Cost $72.04 Unrealized +182.7%
Dominos Pizza Inc 0.0%
Value ($000) $3,558 Shares 8,741 Est. Cost $367.82 Unrealized
Royal Caribbean Group 0.0%
Value ($000) $3,394 Shares 40,503 Est. Cost $85.55 Unrealized
SCZ iShares MSCI EAFE Small-Cap ET 0.0%
Value ($000) $3,283 Shares 49,484 Est. Cost $61.35 Unrealized
Utilities Select Sector SPDR F 0.0%
Value ($000) $3,242 Shares 43,540 Est. Cost $62.25 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $3,238 Shares 39,653 Est. Cost $57.75 Unrealized +25.8%
Fidelity Natl Information Serv 0.0%
Value ($000) $3,219 Shares 32,055 Est. Cost $140.61 Unrealized
IWO iShares Russell 2000 Growth ET 0.0%
Value ($000) $3,204 Shares 12,529 Est. Cost $217.61 Unrealized
VUG Vanguard Growth Index Fund 0.0%
Value ($000) $3,194 Shares 11,105 Est. Cost $245.10 Unrealized
BIV Vanguard Intermediate-Term Bon 0.0%
Value ($000) $3,186 Shares 38,914 Est. Cost $90.29 Unrealized
Target Corp 0.0%
Value ($000) $3,171 Shares 14,941 Est. Cost $202.25 Unrealized
IAU iShares Gold Trust 0.0%
Value ($000) $3,156 Shares 85,706 Est. Cost $33.71 Unrealized
FTEC Fidelity MSCI Information Tech 0.0%
Value ($000) $3,128 Shares 25,412 Est. Cost $62.28 Unrealized
Blackstone Inc 0.0%
Value ($000) $3,126 Shares 24,628 Est. Cost $76.20 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $3,051 Shares 16,631 Est. Cost $75.18 Unrealized +109.2%
Arista Networks Inc 0.0%
Value ($000) $3,036 Shares 21,845 Est. Cost $160.52 Unrealized
AT&T Inc 0.0%
Value ($000) $3,012 Shares 127,446 Est. Cost $30.27 Unrealized
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $2,943 Shares 23,633 Est. Cost $126.58 Unrealized
Energy Select Sector SPDR Fund 0.0%
Value ($000) $2,930 Shares 38,330 Est. Cost $49.88 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $2,927 Shares 6,545 Est. Cost $246.70 Unrealized +57.1%
iShares Exponential Technologi 0.0%
Value ($000) $2,910 Shares 49,288 Est. Cost $59.62 Unrealized
VTV Vanguard Value Index Fund 0.0%
Value ($000) $2,778 Shares 18,804 Est. Cost $105.99 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $2,723 Shares 10,891 Est. Cost $232.92 Unrealized
LOW Lowes Cos Inc 0.0%
Value ($000) $2,714 Shares 13,422 Est. Cost $108.71 Unrealized +96.3%
HOLX Hologic Inc 0.0%
Value ($000) $2,706 Shares 35,225 Est. Cost $31.14 Unrealized +130.9%
IDEX Corp 0.0%
Value ($000) $2,693 Shares 14,048 Est. Cost $209.41 Unrealized
DOV Dover Corp 0.0%
Value ($000) $2,682 Shares 17,097 Est. Cost $53.41 Unrealized +192.2%
NSRGY Nestle SA 0.0%
Value ($000) $2,681 Shares 20,612 Est. Cost $93.85 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $2,649 Shares 4,256 Est. Cost $29.93 Unrealized +199.1%
DSI iShares MSCI KLD 400 Social ET 0.0%
Value ($000) $2,596 Shares 29,977 Est. Cost $103.67 Unrealized
ACWI iShares MSCI ACWI Index Fund 0.0%
Value ($000) $2,580 Shares 25,858 Est. Cost $85.49 Unrealized
KEY KeyCorp 0.0%
Value ($000) $2,575 Shares 115,031 Est. Cost $16.65 Unrealized +21.9%
WFC Wells Fargo Co 0.0%
Value ($000) $2,571 Shares 53,058 Est. Cost $40.10 Unrealized +20.9%
DOW Dow Inc 0.0%
Value ($000) $2,551 Shares 40,019 Est. Cost $41.33 Unrealized +16.8%
BND Vanguard Total Bond Market Ind 0.0%
Value ($000) $2,543 Shares 31,985 Est. Cost $87.07 Unrealized
Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $2,524 Shares 16,011 Est. Cost $148.15 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $2,453 Shares 28,520 Est. Cost $86.01 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $2,404 Shares 5,448 Est. Cost $258.81 Unrealized +41.1%
Goldman Sachs Group Inc 0.0%
Value ($000) $2,347 Shares 7,112 Est. Cost $327.50 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $2,340 Shares 12,686 Est. Cost $79.54 Unrealized +118.9%
JPMorgan Ultra-Short Municipal 0.0%
Value ($000) $2,299 Shares 45,390 Est. Cost $51.01 Unrealized
Hp Inc 0.0%
Value ($000) $2,286 Shares 62,964 Est. Cost $32.26 Unrealized
AGG iShares Core U.S. Aggregate Bo 0.0%
Value ($000) $2,271 Shares 21,213 Est. Cost $118.04 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $2,269 Shares 7,957 Est. Cost $160.29 Unrealized +57.8%
Consumer Discretionary Select 0.0%
Value ($000) $2,265 Shares 12,242 Est. Cost $124.30 Unrealized
S&P Global Inc 0.0%
Value ($000) $2,256 Shares 5,502 Est. Cost $382.32 Unrealized
SHY iShares 1-3 Year Treasury Bond 0.0%
Value ($000) $2,223 Shares 26,669 Est. Cost $84.66 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $2,212 Shares 55,897 Est. Cost $36.96 Unrealized +2.5%
SPDR Bloomberg Barclays 1-3 Mo 0.0%
Value ($000) $2,201 Shares 24,076 Est. Cost $91.47 Unrealized
INTU Intuit 0.0%
Value ($000) $2,185 Shares 4,544 Est. Cost $177.72 Unrealized +181.1%
GE General Electric Co 0.0%
Value ($000) $2,152 Shares 23,519 Est. Cost $62.76 Unrealized -6.8%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $2,133 Shares 27,926 Est. Cost $100.34 Unrealized
iShares MSCI United Kingdom ET 0.0%
Value ($000) $2,129 Shares 63,291 Est. Cost $31.43 Unrealized
Duke Energy Corp 0.0%
Value ($000) $2,112 Shares 18,917 Est. Cost $96.69 Unrealized
Financial Select Sector SPDR F 0.0%
Value ($000) $2,074 Shares 54,159 Est. Cost $35.07 Unrealized
LAMR Lamar Advertising Co 0.0%
Value ($000) $2,056 Shares 17,700 Est. Cost $121.30 Unrealized
CI Cigna Corp 0.0%
Value ($000) $2,039 Shares 8,511 Est. Cost $203.76 Unrealized +7.2%
NVO Novo-Nordisk AS 0.0%
Value ($000) $2,029 Shares 18,258 Est. Cost $91.17 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $2,010 Shares 29,671 Est. Cost $37.81 Unrealized +55.4%
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $1,980 Shares 15,481 Est. Cost $160.02 Unrealized
IT Gartner Inc 0.0%
Value ($000) $1,970 Shares 6,623 Est. Cost $95.38 Unrealized +203.6%
Paypal Holdings Inc 0.0%
Value ($000) $1,942 Shares 16,790 Est. Cost $278.24 Unrealized
C Citigroup Inc 0.0%
Value ($000) $1,929 Shares 36,134 Est. Cost $46.44 Unrealized +15.2%
VEU Vanguard FTSE All-World ex US 0.0%
Value ($000) $1,917 Shares 33,288 Est. Cost $53.16 Unrealized
Kinder Morgan Inc 0.0%
Value ($000) $1,911 Shares 101,078 Est. Cost $17.28 Unrealized
Dominion Energy Inc 0.0%
Value ($000) $1,881 Shares 22,137 Est. Cost $75.92 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $1,878 Shares 23,813 Est. Cost $68.22 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $1,844 Shares 5,278 Est. Cost $296.77 Unrealized +13.8%
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $1,842 Shares 15,234 Est. Cost $129.50 Unrealized
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $1,818 Shares 10,415 Est. Cost $37.62 Unrealized +307.7%
BDX Becton Dickinson & Co 0.0%
Value ($000) $1,805 Shares 6,787 Est. Cost $126.06 Unrealized +91.2%
SONY Sony Group Corporation 0.0%
Value ($000) $1,760 Shares 17,128 Est. Cost $88.06 Unrealized
ProLogis Inc 0.0%
Value ($000) $1,758 Shares 10,884 Est. Cost $111.33 Unrealized
Dimensional International Valu 0.0%
Value ($000) $1,734 Shares 51,782 Est. Cost $33.04 Unrealized
AVB AvalonBay Communities Inc 0.0%
Value ($000) $1,731 Shares 6,968 Est. Cost $115.83 Unrealized +83.6%
CSX CSX Corp 0.0%
Value ($000) $1,689 Shares 45,101 Est. Cost $26.84 Unrealized +24.8%
RHHBY Roche Holding Ltd 0.0%
Value ($000) $1,687 Shares 34,152 Est. Cost $44.78 Unrealized
Carrier Global Corporation 0.0%
Value ($000) $1,686 Shares 36,759 Est. Cost $43.29 Unrealized
Capital One Financial Corp 0.0%
Value ($000) $1,680 Shares 12,795 Est. Cost $130.94 Unrealized
DuPont de Nemours Inc 0.0%
Value ($000) $1,656 Shares 22,508 Est. Cost $77.30 Unrealized
CNI Canadian National Railway Co 0.0%
Value ($000) $1,645 Shares 12,258 Est. Cost $93.73 Unrealized +23.5%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $1,640 Shares 9,025 Est. Cost $182.54 Unrealized
Quest Diagnostics Inc 0.0%
Value ($000) $1,639 Shares 11,972 Est. Cost $132.60 Unrealized
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $1,630 Shares 14,522 Est. Cost $97.64 Unrealized
Health Care Select Sector SPDR 0.0%
Value ($000) $1,601 Shares 11,696 Est. Cost $116.74 Unrealized
KR Kroger Co 0.0%
Value ($000) $1,565 Shares 27,286 Est. Cost $29.02 Unrealized +57.3%
Global Payments Inc 0.0%
Value ($000) $1,555 Shares 11,363 Est. Cost $182.45 Unrealized
Booking Holdings Inc 0.0%
Value ($000) $1,554 Shares 662 Est. Cost $2330.45 Unrealized
FHLC Fidelity MSCI Health Care Inde 0.0%
Value ($000) $1,550 Shares 23,612 Est. Cost $46.13 Unrealized
4Front Ventures Corp 0.0%
Value ($000) $1,548 Shares 1,935,200 Est. Cost $1.01 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $1,547 Shares 59,951 Est. Cost $25.06 Unrealized
Iron Mountain Inc 0.0%
Value ($000) $1,545 Shares 27,882 Est. Cost $47.07 Unrealized
Idexx Laboratories Inc 0.0%
Value ($000) $1,519 Shares 2,777 Est. Cost $495.09 Unrealized
USB US Bancorp Del 0.0%
Value ($000) $1,518 Shares 28,564 Est. Cost $31.82 Unrealized +50.3%
Altria Group Inc 0.0%
Value ($000) $1,510 Shares 28,895 Est. Cost $51.24 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $1,501 Shares 15,310 Est. Cost $54.91 Unrealized +59.3%
Magellan Midstream Partners LP 0.0%
Value ($000) $1,498 Shares 30,518 Est. Cost $61.20 Unrealized
Corteva Inc 0.0%
Value ($000) $1,487 Shares 25,882 Est. Cost $46.58 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $1,464 Shares 3,101 Est. Cost $152.93 Unrealized +187.2%
HTGC Hercules Capital Inc 0.0%
Value ($000) $1,463 Shares 80,953 Est. Cost $15.43 Unrealized +13.8%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $1,447 Shares 5,519 Est. Cost $179.91 Unrealized
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $1,446 Shares 9,285 Est. Cost $108.67 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $1,446 Shares 6,491 Est. Cost $113.88 Unrealized +71.6%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $1,405 Shares 22,559 Est. Cost $50.93 Unrealized
Jd.Com Inc 0.0%
Value ($000) $1,404 Shares 24,265 Est. Cost $82.72 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $1,400 Shares 16,029 Est. Cost $52.23 Unrealized +62.0%
ASML Holding NV 0.0%
Value ($000) $1,394 Shares 2,088 Est. Cost $656.81 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $1,361 Shares 11,484 Est. Cost $51.72 Unrealized +121.2%
TXT Textron Inc 0.0%
Value ($000) $1,326 Shares 17,822 Est. Cost $61.56 Unrealized +16.8%
DE Deere & Co 0.0%
Value ($000) $1,326 Shares 3,191 Est. Cost $145.29 Unrealized +149.9%
Fortinet Inc 0.0%
Value ($000) $1,325 Shares 3,877 Est. Cost $201.91 Unrealized
Invesco China Technology ETF 0.0%
Value ($000) $1,317 Shares 28,051 Est. Cost $80.23 Unrealized
Recruit Holdings Co Ltd 0.0%
Value ($000) $1,292 Shares 147,668 Est. Cost $9.34 Unrealized
Tencent Holdings Limited 0.0%
Value ($000) $1,287 Shares 27,697 Est. Cost $61.84 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $1,277 Shares 13,592 Est. Cost $53.09 Unrealized +55.9%
Ses AI Corporation 0.0%
Value ($000) $1,275 Shares 140,845 Est. Cost $9.05 Unrealized
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $1,269 Shares 10,609 Est. Cost $91.02 Unrealized
ACSI American Customer Satisfaction 0.0%
Value ($000) $1,268 Shares 25,020 Est. Cost $50.68 Unrealized
Invesco S&P 500 Quality ETF 0.0%
Value ($000) $1,263 Shares 25,314 Est. Cost $39.28 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $1,256 Shares 9,531 Est. Cost $57.36 Unrealized +131.6%
Novartis AG 0.0%
Value ($000) $1,253 Shares 14,285 Est. Cost $85.74 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $1,244 Shares 19,316 Est. Cost $31.34 Unrealized +82.8%
NEM Newmont Corp 0.0%
Value ($000) $1,244 Shares 15,658 Est. Cost $57.71 Unrealized +4.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $1,236 Shares 10,465 Est. Cost $70.79 Unrealized +33.0%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1,225 Shares 11,205 Est. Cost $90.14 Unrealized +32.4%
iShares MSCI USA Momentum Fact 0.0%
Value ($000) $1,218 Shares 7,240 Est. Cost $161.19 Unrealized
Healthpeak Properties Inc 0.0%
Value ($000) $1,213 Shares 35,333 Est. Cost $31.76 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $1,210 Shares 30,737 Est. Cost $30.24 Unrealized +2.6%
IUSV iShares Core S&P U.S. Value ET 0.0%
Value ($000) $1,209 Shares 15,940 Est. Cost $70.87 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $1,208 Shares 8,849 Est. Cost $48.58 Unrealized +125.9%
SO Southern Co 0.0%
Value ($000) $1,207 Shares 16,640 Est. Cost $36.97 Unrealized +58.8%
RSG Republic Services Inc 0.0%
Value ($000) $1,204 Shares 9,086 Est. Cost $35.64 Unrealized +239.4%
AZN AstraZeneca PLC 0.0%
Value ($000) $1,190 Shares 17,934 Est. Cost $56.75 Unrealized
FIDU Fidelity MSCI Industrials Inde 0.0%
Value ($000) $1,174 Shares 21,824 Est. Cost $40.01 Unrealized
LRLCY L'Oreal Co 0.0%
Value ($000) $1,169 Shares 14,585 Est. Cost $76.94 Unrealized
CHD Church & Dwight Inc 0.0%
Value ($000) $1,150 Shares 11,576 Est. Cost $41.80 Unrealized +127.6%
FNCL Fidelity MSCI Financials Index 0.0%
Value ($000) $1,149 Shares 21,228 Est. Cost $40.10 Unrealized
AEP American Electric Power Co Inc 0.0%
Value ($000) $1,139 Shares 11,422 Est. Cost $52.33 Unrealized +51.4%
TSM Taiwan Semiconductor Mfg Ltd 0.0%
Value ($000) $1,110 Shares 10,643 Est. Cost $95.42 Unrealized
ConocoPhillips 0.0%
Value ($000) $1,105 Shares 11,048 Est. Cost $60.99 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $1,098 Shares 7,921 Est. Cost $75.08 Unrealized +52.2%
Diageo PLC 0.0%
Value ($000) $1,096 Shares 5,398 Est. Cost $168.89 Unrealized
Cellnex Telecom SA 0.0%
Value ($000) $1,084 Shares 44,945 Est. Cost $26.49 Unrealized
VBR Vanguard Small-Cap Value Index 0.0%
Value ($000) $1,070 Shares 6,082 Est. Cost $166.69 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $1,065 Shares 8,646 Est. Cost $93.27 Unrealized +22.2%
Alibaba Group Holding Ltd 0.0%
Value ($000) $1,063 Shares 9,772 Est. Cost $226.76 Unrealized
McKesson Corp 0.0%
Value ($000) $1,062 Shares 3,468 Est. Cost $195.39 Unrealized
SCHF Schwab International Equity ET 0.0%
Value ($000) $1,054 Shares 28,728 Est. Cost $35.32 Unrealized
OEF iShares S&P 100 ETF 0.0%
Value ($000) $1,032 Shares 4,953 Est. Cost $134.73 Unrealized
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $1,031 Shares 38,223 Est. Cost $16.87 Unrealized +14.1%
Palantir Technologies Inc 0.0%
Value ($000) $1,028 Shares 74,872 Est. Cost $13.73 Unrealized
FLEXSHARES TR IBOXX 3R TARGT 0.0%
Value ($000) $1,023 Shares 39,466 Est. Cost $26.29 Unrealized
ServiceNow Inc 0.0%
Value ($000) $1,021 Shares 1,833 Est. Cost $511.39 Unrealized
Royal DSM NV 0.0%
Value ($000) $1,007 Shares 22,456 Est. Cost $44.37 Unrealized
IGF iShares S&P Global Infrastruct 0.0%
Value ($000) $1,004 Shares 19,745 Est. Cost $48.97 Unrealized
IWP iShares Russell Mid-Cap Growth 0.0%
Value ($000) $1,002 Shares 9,982 Est. Cost $127.62 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $998 Shares 7,040 Est. Cost $87.32 Unrealized +43.7%
iShares 0-5 Year High Yield Co 0.0%
Value ($000) $986 Shares 22,439 Est. Cost $45.57 Unrealized
DENTSPLY Sirona Inc 0.0%
Value ($000) $984 Shares 19,997 Est. Cost $63.73 Unrealized
HUBS Hubspot Inc 0.0%
Value ($000) $977 Shares 2,058 Est. Cost $685.97 Unrealized -29.4%
Uber Technologies Inc 0.0%
Value ($000) $977 Shares 27,381 Est. Cost $45.35 Unrealized
Eaton Corp PLC 0.0%
Value ($000) $968 Shares 6,376 Est. Cost $138.99 Unrealized
Siemens Healthineers AG 0.0%
Value ($000) $939 Shares 15,000 Est. Cost $48.50 Unrealized
Dropbox Inc 0.0%
Value ($000) $937 Shares 40,302 Est. Cost $24.54 Unrealized
AIQUY Air Liquide 0.0%
Value ($000) $936 Shares 26,780 Est. Cost $34.41 Unrealized
United States Oil Fund, LP 0.0%
Value ($000) $927 Shares 12,500 Est. Cost $29.56 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 0.0%
Value ($000) $923 Shares 6,128 Est. Cost $143.25 Unrealized
FedEx Corp 0.0%
Value ($000) $920 Shares 3,977 Est. Cost $281.36 Unrealized
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $912 Shares 11,690 Est. Cost $58.63 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $907 Shares 2,131 Est. Cost $42.11 Unrealized +123.0%
Sanofi 0.0%
Value ($000) $905 Shares 17,647 Est. Cost $49.93 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $899 Shares 7,133 Est. Cost $73.42 Unrealized +58.1%
Oreilly Automotive Inc 0.0%
Value ($000) $888 Shares 1,296 Est. Cost $521.11 Unrealized
FCOM Fidelity MSCI Communication Se 0.0%
Value ($000) $884 Shares 19,427 Est. Cost $33.14 Unrealized
VV Vanguard Large-Cap Index Fund 0.0%
Value ($000) $877 Shares 4,209 Est. Cost $161.36 Unrealized
SPDR S&P Global Natural Resour 0.0%
Value ($000) $875 Shares 13,935 Est. Cost $52.85 Unrealized
LyondellBasell Industries NV 0.0%
Value ($000) $871 Shares 8,469 Est. Cost $102.81 Unrealized
VFC VF Corp 0.0%
Value ($000) $866 Shares 15,234 Est. Cost $76.09 Unrealized -18.5%
Hewlett Packard Enterprise Co 0.0%
Value ($000) $865 Shares 51,791 Est. Cost $15.70 Unrealized
Hilton Worldwide Holdings Inc 0.0%
Value ($000) $862 Shares 5,684 Est. Cost $152.64 Unrealized
BHP BHP Group Ltd 0.0%
Value ($000) $842 Shares 10,904 Est. Cost $66.41 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $836 Shares 21,495 Est. Cost $54.52 Unrealized -27.4%
Dimensional U.S. Small Cap ETF 0.0%
Value ($000) $835 Shares 14,884 Est. Cost $57.82 Unrealized
Yum China Holdings Inc 0.0%
Value ($000) $833 Shares 20,070 Est. Cost $60.91 Unrealized
SPDR Dow Jones REIT ETF 0.0%
Value ($000) $828 Shares 7,056 Est. Cost $100.30 Unrealized
First Trust Health Care AlphaD 0.0%
Value ($000) $826 Shares 7,200 Est. Cost $108.82 Unrealized
Seagate Technology Hldngs PLC 0.0%
Value ($000) $816 Shares 9,082 Est. Cost $86.22 Unrealized
HTBK Heritage Comm Corp 0.0%
Value ($000) $812 Shares 72,187 Est. Cost $14.08 Unrealized -14.9%
Acuity Brands Inc 0.0%
Value ($000) $812 Shares 4,287 Est. Cost $166.96 Unrealized
Infineon Technologies AG 0.0%
Value ($000) $810 Shares 23,821 Est. Cost $38.89 Unrealized
USSG Xtrackers MSCI USA ESG Leaders 0.0%
Value ($000) $807 Shares 19,388 Est. Cost $41.40 Unrealized
Travelers Companies Inc 0.0%
Value ($000) $802 Shares 4,389 Est. Cost $153.37 Unrealized
GBTC Grayscale Bitcoin Tr Btc 0.0%
Value ($000) $797 Shares 26,066 Est. Cost $20.94 Unrealized
HCA Healthcare Inc 0.0%
Value ($000) $791 Shares 3,157 Est. Cost $207.95 Unrealized
Gxo Logistics Incorporated 0.0%
Value ($000) $785 Shares 11,003 Est. Cost $73.81 Unrealized
RIO Rio Tinto PLC 0.0%
Value ($000) $780 Shares 9,692 Est. Cost $68.94 Unrealized
VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $777 Shares 20,278 Est. Cost $32.83 Unrealized
NTTYY Nippon Teleg Tel Corp 0.0%
Value ($000) $772 Shares 26,527 Est. Cost $23.28 Unrealized
JPMorgan BetaBuilders Japan ET 0.0%
Value ($000) $765 Shares 15,079 Est. Cost $54.94 Unrealized
AWK American Water Wks Co Inc 0.0%
Value ($000) $762 Shares 4,604 Est. Cost $129.78 Unrealized +12.5%
Linde PLC 0.0%
Value ($000) $748 Shares 2,341 Est. Cost $288.60 Unrealized
Lam Research Corp 0.0%
Value ($000) $745 Shares 1,385 Est. Cost $316.54 Unrealized
Intesa San Paolo SPA 0.0%
Value ($000) $743 Shares 54,172 Est. Cost $15.38 Unrealized
Otis Worldwide Corp 0.0%
Value ($000) $732 Shares 9,517 Est. Cost $57.26 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $732 Shares 8,617 Est. Cost $60.95 Unrealized +15.1%
IXG iShares S&P Global Fin Sector 0.0%
Value ($000) $723 Shares 9,105 Est. Cost $77.59 Unrealized
Enphase Energy Inc 0.0%
Value ($000) $718 Shares 3,558 Est. Cost $161.69 Unrealized
IYW iShares U.S. Technology ETF 0.0%
Value ($000) $717 Shares 6,972 Est. Cost $114.03 Unrealized
Nutrien Ltd 0.0%
Value ($000) $717 Shares 6,899 Est. Cost $55.13 Unrealized
IJT iShares S&P Small-Cap 600 Grow 0.0%
Value ($000) $716 Shares 5,725 Est. Cost $141.28 Unrealized
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $712 Shares 5,466 Est. Cost $121.23 Unrealized
SOXX iShares PHLX SOX Semiconductor 0.0%
Value ($000) $710 Shares 1,499 Est. Cost $426.87 Unrealized
Bank of China Ltd 0.0%
Value ($000) $710 Shares 71,596 Est. Cost $8.98 Unrealized
Regeneron Pharmaceuticals 0.0%
Value ($000) $706 Shares 1,011 Est. Cost $596.24 Unrealized
Schneider Electric SE 0.0%
Value ($000) $706 Shares 20,928 Est. Cost $32.81 Unrealized
Constellation Brands Inc 0.0%
Value ($000) $701 Shares 3,042 Est. Cost $230.11 Unrealized
Xylem Inc 0.0%
Value ($000) $701 Shares 8,220 Est. Cost $106.08 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $698 Shares 23,945 Est. Cost $22.51 Unrealized +38.2%
VNQI Vanguard Global ex-U.S. Real E 0.0%
Value ($000) $696 Shares 13,401 Est. Cost $50.02 Unrealized
Chunghwa Telecom Co Ltd 0.0%
Value ($000) $689 Shares 15,513 Est. Cost $39.32 Unrealized
TM Toyota Motor Corp 0.0%
Value ($000) $683 Shares 3,790 Est. Cost $164.98 Unrealized
Central Fund Canada 0.0%
Value ($000) $672 Shares 34,647 Est. Cost $18.01 Unrealized
SCHP Schwab U.S. TIPs ETF 0.0%
Value ($000) $662 Shares 10,916 Est. Cost $58.52 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $660 Shares 9,430 Est. Cost $36.26 Unrealized +60.0%
SHEL Shell PLC 0.0%
Value ($000) $658 Shares 11,978 Est. Cost $54.93 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $657 Shares 15,903 Est. Cost $20.69 Unrealized +73.5%
Zoetis Inc 0.0%
Value ($000) $654 Shares 3,467 Est. Cost $163.86 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $650 Shares 19,956 Est. Cost $16.84 Unrealized +51.4%
KXI iShares Global Consumer Staple 0.0%
Value ($000) $648 Shares 10,426 Est. Cost $64.66 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $644 Shares 1,911 Est. Cost $261.28 Unrealized +24.5%
BP BP PLC 0.0%
Value ($000) $639 Shares 21,743 Est. Cost $36.13 Unrealized
SCMWY Swisscom AG 0.0%
Value ($000) $636 Shares 10,502 Est. Cost $54.82 Unrealized
MXI iShares Global Materials ETF 0.0%
Value ($000) $635 Shares 6,760 Est. Cost $62.94 Unrealized
Crown Castle Intl Corp 0.0%
Value ($000) $633 Shares 3,429 Est. Cost $173.17 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $631 Shares 8,105 Est. Cost $57.40 Unrealized +45.3%
Industrial Select Sector SPDR 0.0%
Value ($000) $622 Shares 6,036 Est. Cost $98.43 Unrealized
Baker Hughes Company 0.0%
Value ($000) $622 Shares 17,105 Est. Cost $23.35 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $622 Shares 7,274 Est. Cost $55.42 Unrealized
HIG Hartford Financial Services Gr 0.0%
Value ($000) $621 Shares 8,646 Est. Cost $41.27 Unrealized +58.0%
FDIS Fidelity MSCI Consumer Discret 0.0%
Value ($000) $618 Shares 7,821 Est. Cost $45.71 Unrealized
KMX CarMax Inc 0.0%
Value ($000) $618 Shares 6,399 Est. Cost $68.11 Unrealized +57.9%
Sun Hung Kai Properties Ltd 0.0%
Value ($000) $617 Shares 51,676 Est. Cost $14.23 Unrealized
HSY Hershey Co 0.0%
Value ($000) $607 Shares 2,800 Est. Cost $153.41 Unrealized +20.2%
Dell Technologies Inc 0.0%
Value ($000) $604 Shares 12,036 Est. Cost $82.93 Unrealized
GlaxoSmithKline PLC 0.0%
Value ($000) $603 Shares 13,834 Est. Cost $36.14 Unrealized
ADRNY Koninklijke Ahold Delhaize NV 0.0%
Value ($000) $600 Shares 18,647 Est. Cost $27.02 Unrealized
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $599 Shares 12,598 Est. Cost $40.78 Unrealized +2.1%
IUSG iShares Core S&P U.S. Growth E 0.0%
Value ($000) $596 Shares 5,648 Est. Cost $84.56 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $593 Shares 5,851 Est. Cost $70.02 Unrealized +44.5%
iShares MSCI China ETF 0.0%
Value ($000) $592 Shares 11,213 Est. Cost $60.23 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $591 Shares 1,772 Est. Cost $238.55 Unrealized +30.8%
FMC FMC Corp 0.0%
Value ($000) $585 Shares 4,452 Est. Cost $102.48 Unrealized 0.0%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $584 Shares 6,510 Est. Cost $52.78 Unrealized +56.3%
ProShares UltraPro QQQ 0.0%
Value ($000) $582 Shares 10,000 Est. Cost $74.70 Unrealized
D R Horton Inc 0.0%
Value ($000) $575 Shares 7,709 Est. Cost $90.51 Unrealized
RPM RPM Intl Inc 0.0%
Value ($000) $572 Shares 7,023 Est. Cost $63.26 Unrealized +35.7%
VOE Vanguard Mid-Cap Value Index F 0.0%
Value ($000) $571 Shares 3,819 Est. Cost $142.33 Unrealized
Braemar Hotels & Resorts Inc 0.0%
Value ($000) $568 Shares 91,895 Est. Cost $5.10 Unrealized
RVTY PerkinElmer Inc 0.0%
Value ($000) $567 Shares 3,255 Est. Cost $85.17 Unrealized +106.7%
MTDR Matador Resources Co 0.0%
Value ($000) $565 Shares 10,672 Est. Cost $9.77 Unrealized +383.7%
MBB iShares MBS ETF 0.0%
Value ($000) $564 Shares 5,540 Est. Cost $110.31 Unrealized
ProShares Short Russell2000 0.0%
Value ($000) $561 Shares 25,377 Est. Cost $22.11 Unrealized
Global Partners LP 0.0%
Value ($000) $558 Shares 20,456 Est. Cost $22.81 Unrealized
VONV VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 0.0%
Value ($000) $558 Shares 7,676 Est. Cost $91.34 Unrealized
SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $557 Shares 10,105 Est. Cost $59.36 Unrealized
GEN Nortonlifelock Inc 0.0%
Value ($000) $555 Shares 20,927 Est. Cost $24.24 Unrealized +4.5%
MetLife Inc 0.0%
Value ($000) $554 Shares 7,878 Est. Cost $61.58 Unrealized
Global X FinTech Thematic ETF 0.0%
Value ($000) $551 Shares 17,200 Est. Cost $37.27 Unrealized
FREL Fidelity MSCI Real Estate Inde 0.0%
Value ($000) $549 Shares 16,947 Est. Cost $26.18 Unrealized
Agnc Inv Corp 0.0%
Value ($000) $542 Shares 41,437 Est. Cost $15.33 Unrealized
General Motors Co 0.0%
Value ($000) $542 Shares 12,383 Est. Cost $55.55 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $539 Shares 2,228 Est. Cost $132.21 Unrealized +67.8%
Edwards Lifesciences Corp 0.0%
Value ($000) $538 Shares 4,574 Est. Cost $91.14 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $531 Shares 4,036 Est. Cost $85.33 Unrealized +34.1%
Blueprint Medicines Corp 0.0%
Value ($000) $525 Shares 8,210 Est. Cost $92.84 Unrealized
Delek US Holdings Inc 0.0%
Value ($000) $524 Shares 24,707 Est. Cost $21.80 Unrealized
SPDR S&P Regional Banking ETF 0.0%
Value ($000) $521 Shares 7,562 Est. Cost $66.33 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $519 Shares 10,080 Est. Cost $42.30 Unrealized +2.6%
Eastern Bankshares Inc 0.0%
Value ($000) $517 Shares 24,000 Est. Cost $19.91 Unrealized
Broadstone Net Lease Inc 0.0%
Value ($000) $512 Shares 23,529 Est. Cost $18.30 Unrealized
MAR Marriott Intl Inc 0.0%
Value ($000) $512 Shares 2,914 Est. Cost $100.83 Unrealized +59.0%
Centene Corp 0.0%
Value ($000) $499 Shares 5,929 Est. Cost $66.66 Unrealized
ICLN iShares S&P Global Clean Energ 0.0%
Value ($000) $498 Shares 23,167 Est. Cost $21.30 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $493 Shares 11,130 Est. Cost $35.79 Unrealized +21.1%
SJM Smucker J M Co 0.0%
Value ($000) $492 Shares 3,634 Est. Cost $79.92 Unrealized +49.5%
First Trust Nasdaq Clean Edge 0.0%
Value ($000) $481 Shares 7,450 Est. Cost $64.56 Unrealized
Mtu Aero Engines AG 0.0%
Value ($000) $480 Shares 4,155 Est. Cost $115.52 Unrealized
Charter Communications Inc 0.0%
Value ($000) $476 Shares 872 Est. Cost $627.04 Unrealized
NXP Semiconductors NV 0.0%
Value ($000) $473 Shares 2,555 Est. Cost $196.32 Unrealized
MDC Holdings 0.0%
Value ($000) $469 Shares 12,393 Est. Cost $37.84 Unrealized
VWDRY Vestas Wind Systems AS 0.0%
Value ($000) $466 Shares 47,262 Est. Cost $11.58 Unrealized
Synchrony Financial 0.0%
Value ($000) $464 Shares 13,335 Est. Cost $40.98 Unrealized
Paramount Global Cl B 0.0%
Value ($000) $464 Shares 12,279 Est. Cost $38.66 Unrealized
Barclays PLC 0.0%
Value ($000) $463 Shares 58,671 Est. Cost $10.31 Unrealized
SPDR ICE Preferred Securities 0.0%
Value ($000) $462 Shares 11,844 Est. Cost $43.08 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $459 Shares 5,916 Est. Cost $49.47 Unrealized +54.4%
GWW Grainger W W Inc 0.0%
Value ($000) $458 Shares 888 Est. Cost $379.59 Unrealized +24.7%
Trane Technologies PLC 0.0%
Value ($000) $453 Shares 2,966 Est. Cost $85.48 Unrealized
Shopify Inc 0.0%
Value ($000) $445 Shares 659 Est. Cost $1241.39 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $439 Shares 9,802 Est. Cost $68.99 Unrealized
Sprott Physical Gold Tr 0.0%
Value ($000) $436 Shares 28,355 Est. Cost $14.84 Unrealized
FNV Franco Nev Corp 0.0%
Value ($000) $433 Shares 2,714 Est. Cost $140.31 Unrealized -1.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $431 Shares 4,552 Est. Cost $58.87 Unrealized +28.4%
ABNB Airbnb Inc 0.0%
Value ($000) $431 Shares 2,510 Est. Cost $167.51 Unrealized -4.9%
TRMB Trimble Inc 0.0%
Value ($000) $428 Shares 5,936 Est. Cost $79.95 Unrealized -10.9%
Thomson Reuters Corp 0.0%
Value ($000) $428 Shares 3,928 Est. Cost $69.21 Unrealized
Discover Financial Services 0.0%
Value ($000) $427 Shares 3,870 Est. Cost $119.97 Unrealized
FSTA Fidelity MSCI Consumer Staples 0.0%
Value ($000) $425 Shares 9,263 Est. Cost $34.77 Unrealized
Laboratory Corp America Holdin 0.0%
Value ($000) $425 Shares 1,609 Est. Cost $280.45 Unrealized
Quanta Services Inc 0.0%
Value ($000) $424 Shares 3,222 Est. Cost $94.79 Unrealized
WuXi Biologics Cayman Inc 0.0%
Value ($000) $418 Shares 26,370 Est. Cost $24.30 Unrealized
Wec Energy Group Inc 0.0%
Value ($000) $418 Shares 4,185 Est. Cost $93.28 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $418 Shares 3,345 Est. Cost $89.66 Unrealized +26.3%
Aon PLC 0.0%
Value ($000) $418 Shares 1,282 Est. Cost $250.85 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $417 Shares 1,873 Est. Cost $187.56 Unrealized +6.0%
IEF iShares 7-10 Year Treasury Bon 0.0%
Value ($000) $417 Shares 3,883 Est. Cost $120.20 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $416 Shares 2,595 Est. Cost $80.94 Unrealized +74.8%
WP Carey Inc 0.0%
Value ($000) $416 Shares 5,146 Est. Cost $76.65 Unrealized
Stericycle Inc 0.0%
Value ($000) $413 Shares 7,007 Est. Cost $130.79 Unrealized
Sofi Technologies Inc 0.0%
Value ($000) $412 Shares 43,587 Est. Cost $9.45 Unrealized
ITOCY Itochu Corp 0.0%
Value ($000) $411 Shares 6,075 Est. Cost $59.58 Unrealized
ProShares S&P 500 Dividend Ari 0.0%
Value ($000) $411 Shares 4,331 Est. Cost $87.65 Unrealized
GNL Global Net Lease Inc 0.0%
Value ($000) $410 Shares 26,032 Est. Cost $16.92 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $410 Shares 12,282 Est. Cost $17.34 Unrealized +47.3%
BMO Bank Montreal Que 0.0%
Value ($000) $407 Shares 3,451 Est. Cost $73.20 Unrealized +34.3%
UMC United Microelectronics Corp 0.0%
Value ($000) $407 Shares 44,602 Est. Cost $6.00 Unrealized
Mosaic Co 0.0%
Value ($000) $406 Shares 6,102 Est. Cost $66.54 Unrealized
Sea Ltd 0.0%
Value ($000) $405 Shares 3,388 Est. Cost $223.00 Unrealized
KLAC KLA Corp 0.0%
Value ($000) $405 Shares 1,104 Est. Cost $299.26 Unrealized +20.0%
Fortive Corp 0.0%
Value ($000) $398 Shares 6,524 Est. Cost $70.61 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $395 Shares 4,116 Est. Cost $85.29 Unrealized
MKC McCormick & Co Inc 0.0%
Value ($000) $393 Shares 3,937 Est. Cost $69.62 Unrealized +28.7%
Ares Management Corporation 0.0%
Value ($000) $392 Shares 4,825 Est. Cost $73.89 Unrealized
Bluegreen Vacations Holding Co 0.0%
Value ($000) $390 Shares 13,200 Est. Cost $13.52 Unrealized
VMC Vulcan Materials Co 0.0%
Value ($000) $390 Shares 2,124 Est. Cost $104.72 Unrealized +72.7%
ROST Ross Stores Inc 0.0%
Value ($000) $390 Shares 4,313 Est. Cost $82.99 Unrealized +9.7%
FAST Fastenal Co 0.0%
Value ($000) $389 Shares 6,537 Est. Cost $23.70 Unrealized +7.2%
Epiroc Aktiebolag 0.0%
Value ($000) $389 Shares 18,193 Est. Cost $21.38 Unrealized
Denso Corp 0.0%
Value ($000) $389 Shares 12,218 Est. Cost $33.46 Unrealized
SWISX Schwab Intl Index Fund 0.0%
Value ($000) $388 Shares 17,608 Est. Cost $23.74 Unrealized
ProShares UltraPro S&P 500 0.0%
Value ($000) $385 Shares 6,052 Est. Cost $73.76 Unrealized
IDCBY Industrial & Coml Bank China 0.0%
Value ($000) $385 Shares 31,430 Est. Cost $13.60 Unrealized
WY Weyerhaeuser Co MTN BE 0.0%
Value ($000) $383 Shares 10,109 Est. Cost $30.58 Unrealized +11.6%
WHR Whirlpool Corp 0.0%
Value ($000) $383 Shares 2,213 Est. Cost $197.50 Unrealized +2.6%
PCRX Pacira Biosciences Inc 0.0%
Value ($000) $382 Shares 5,000 Est. Cost $41.79 Unrealized +59.5%
Waste Connections Inc 0.0%
Value ($000) $382 Shares 2,731 Est. Cost $110.13 Unrealized
Sanderson Farms Inc 0.0%
Value ($000) $382 Shares 2,036 Est. Cost $187.62 Unrealized
MIELY Mitsubishi Elec Corp 0.0%
Value ($000) $381 Shares 16,590 Est. Cost $27.85 Unrealized
Enbridge Inc 0.0%
Value ($000) $379 Shares 8,250 Est. Cost $45.94 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $377 Shares 6,002 Est. Cost $48.47 Unrealized +13.6%
Brookfield Renewable Partners 0.0%
Value ($000) $375 Shares 9,153 Est. Cost $40.97 Unrealized
RS Reliance Steel & Aluminum Co 0.0%
Value ($000) $375 Shares 2,048 Est. Cost $133.70 Unrealized +29.4%
ROK Rockwell Automation Inc 0.0%
Value ($000) $374 Shares 1,334 Est. Cost $210.51 Unrealized +27.4%
CICHY China Construction Bank Corp 0.0%
Value ($000) $373 Shares 25,092 Est. Cost $14.11 Unrealized
Medical Properties Trust Inc 0.0%
Value ($000) $372 Shares 17,620 Est. Cost $21.11 Unrealized
HUM Humana Inc 0.0%
Value ($000) $371 Shares 852 Est. Cost $380.15 Unrealized +5.8%
Annaly Capital Management Inc 0.0%
Value ($000) $369 Shares 52,400 Est. Cost $7.30 Unrealized
Paycom Software Inc 0.0%
Value ($000) $369 Shares 1,068 Est. Cost $393.30 Unrealized
Singapore Telecom Ltd 0.0%
Value ($000) $369 Shares 18,973 Est. Cost $18.15 Unrealized
Exelon Corp 0.0%
Value ($000) $367 Shares 7,714 Est. Cost $52.31 Unrealized
First Republic Bank San Franci 0.0%
Value ($000) $366 Shares 2,259 Est. Cost $168.06 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $366 Shares 3,142 Est. Cost $99.50 Unrealized +5.1%
SUB ISHARES TR SHRT NAT MUN E 0.0%
Value ($000) $363 Shares 3,474 Est. Cost $107.61 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $361 Shares 7,263 Est. Cost $42.26 Unrealized -3.2%
Starwood Property Tr Inc 0.0%
Value ($000) $360 Shares 14,913 Est. Cost $24.64 Unrealized
Atlantica Sustainable Infr PLC 0.0%
Value ($000) $360 Shares 10,255 Est. Cost $35.10 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $357 Shares 1,473 Est. Cost $66.17 Unrealized +253.1%
PPIH Perma-Pipe Intl Holdings Inc 0.0%
Value ($000) $357 Shares 37,815 Est. Cost $8.20 Unrealized +9.4%
SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $356 Shares 8,650 Est. Cost $37.83 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $355 Shares 3,795 Est. Cost $40.61 Unrealized +91.6%
HXGBY Hexagon Ab 0.0%
Value ($000) $355 Shares 25,315 Est. Cost $14.57 Unrealized
HLDCY Henderson Land Dev Co Ltd 0.0%
Value ($000) $353 Shares 87,081 Est. Cost $3.88 Unrealized
Foot Locker Inc 0.0%
Value ($000) $353 Shares 11,893 Est. Cost $43.75 Unrealized
iShares MSCI Emerging Markets 0.0%
Value ($000) $353 Shares 6,067 Est. Cost $59.46 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $353 Shares 1,466 Est. Cost $161.51 Unrealized +26.8%
CLX Clorox Co 0.0%
Value ($000) $352 Shares 2,528 Est. Cost $134.75 Unrealized 0.0%
F Ford Motor Co 0.0%
Value ($000) $348 Shares 20,615 Est. Cost $11.78 Unrealized +23.6%
AMC Entertainment Holdings 0.0%
Value ($000) $347 Shares 14,075 Est. Cost $38.06 Unrealized
iShares MSCI USA Min Vol Facto 0.0%
Value ($000) $342 Shares 4,408 Est. Cost $69.48 Unrealized
Twilio Inc 0.0%
Value ($000) $342 Shares 2,079 Est. Cost $332.88 Unrealized
Petroleo Brasileiro SA 0.0%
Value ($000) $342 Shares 23,085 Est. Cost $10.80 Unrealized
Invesco S&P 500 Equal Weight T 0.0%
Value ($000) $340 Shares 1,178 Est. Cost $269.94 Unrealized
Nextera Energy Partners LP 0.0%
Value ($000) $337 Shares 4,038 Est. Cost $77.30 Unrealized
Atlassian Corp PLC 0.0%
Value ($000) $337 Shares 1,148 Est. Cost $289.05 Unrealized
Liberty Global PLC 0.0%
Value ($000) $336 Shares 12,966 Est. Cost $26.68 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $335 Shares 4,900 Est. Cost $50.42 Unrealized +20.7%
Ventas Inc 0.0%
Value ($000) $334 Shares 5,414 Est. Cost $61.69 Unrealized
DTE DTE Energy Co 0.0%
Value ($000) $334 Shares 2,525 Est. Cost $64.81 Unrealized +64.9%
iShares Core Dividend Growth E 0.0%
Value ($000) $333 Shares 6,231 Est. Cost $51.18 Unrealized
Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $332 Shares 1,946 Est. Cost $151.93 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $330 Shares 1,540 Est. Cost $217.19 Unrealized +6.1%
Clearway Energy Inc 0.0%
Value ($000) $330 Shares 9,016 Est. Cost $36.60 Unrealized
Molina Healthcare Inc 0.0%
Value ($000) $329 Shares 988 Est. Cost $267.83 Unrealized
WERN Werner Enterprises Inc 0.0%
Value ($000) $328 Shares 8,012 Est. Cost $41.87 Unrealized +5.1%
Welltower Inc 0.0%
Value ($000) $326 Shares 3,385 Est. Cost $78.52 Unrealized
O Realty Income Corp 0.0%
Value ($000) $325 Shares 4,686 Est. Cost $54.34 Unrealized +1.8%
iPath Bloomberg Commodity Inde 0.0%
Value ($000) $325 Shares 8,807 Est. Cost $22.25 Unrealized
Xcel Energy Inc 0.0%
Value ($000) $323 Shares 4,478 Est. Cost $68.16 Unrealized
Biontech SE 0.0%
Value ($000) $322 Shares 1,887 Est. Cost $225.90 Unrealized
AME Ametek Inc 0.0%
Value ($000) $320 Shares 2,405 Est. Cost $115.05 Unrealized +13.8%
Apollo Coml Real Estate Fin In 0.0%
Value ($000) $319 Shares 22,958 Est. Cost $13.89 Unrealized
WisdomTree Floating Rate Treas 0.0%
Value ($000) $318 Shares 6,327 Est. Cost $50.26 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $318 Shares 3,970 Est. Cost $93.17 Unrealized
SRE Sempra 0.0%
Value ($000) $316 Shares 1,877 Est. Cost $56.28 Unrealized +12.7%
Akamai Technologies Inc 0.0%
Value ($000) $316 Shares 2,648 Est. Cost $107.01 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $314 Shares 1,261 Est. Cost $244.31 Unrealized +9.1%
BIDU Baidu Inc 0.0%
Value ($000) $313 Shares 2,370 Est. Cost $152.79 Unrealized
SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $312 Shares 6,597 Est. Cost $49.52 Unrealized
TSN Tyson Foods Inc 0.0%
Value ($000) $311 Shares 3,472 Est. Cost $57.76 Unrealized +39.2%
SPDR Dow Jones Industrial Aver 0.0%
Value ($000) $310 Shares 898 Est. Cost $273.79 Unrealized
Interpublic Group Cos Inc 0.0%
Value ($000) $309 Shares 8,712 Est. Cost $17.57 Unrealized +76.6%
Innospec Inc 0.0%
Value ($000) $309 Shares 3,341 Est. Cost $102.76 Unrealized
INFY Infosys Ltd 0.0%
Value ($000) $308 Shares 12,385 Est. Cost $20.40 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $306 Shares 2,787 Est. Cost $115.21 Unrealized
LNC Lincoln Natl Corp Ind 0.0%
Value ($000) $303 Shares 4,626 Est. Cost $42.79 Unrealized +27.9%
TTC Toro Co 0.0%
Value ($000) $301 Shares 3,516 Est. Cost $66.06 Unrealized +40.9%
TMUS T-Mobile US Inc 0.0%
Value ($000) $299 Shares 2,326 Est. Cost $104.73 Unrealized +9.9%
PSX Phillips 66 0.0%
Value ($000) $298 Shares 3,450 Est. Cost $64.29 Unrealized +13.3%
FFIV F5 Inc 0.0%
Value ($000) $297 Shares 1,419 Est. Cost $193.51 Unrealized +8.5%
CDNS Cadence Design System Inc 0.0%
Value ($000) $296 Shares 1,801 Est. Cost $121.24 Unrealized +26.5%
RY Royal Bank CDA 0.0%
Value ($000) $295 Shares 2,679 Est. Cost $86.10 Unrealized +30.2%
Monster Beverage Corp 0.0%
Value ($000) $294 Shares 3,683 Est. Cost $91.10 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $292 Shares 3,882 Est. Cost $33.57 Unrealized +11.2%
Vale SA 0.0%
Value ($000) $292 Shares 14,597 Est. Cost $21.46 Unrealized
NTDOY Nintendo Ltd 0.0%
Value ($000) $291 Shares 4,626 Est. Cost $65.62 Unrealized
SVB Financial Group 0.0%
Value ($000) $289 Shares 515 Est. Cost $646.89 Unrealized
IJJ iShares S&P Mid-Cap 400 Value 0.0%
Value ($000) $288 Shares 2,632 Est. Cost $87.79 Unrealized
Fox Corp 0.0%
Value ($000) $288 Shares 7,287 Est. Cost $37.35 Unrealized
Alnylam Pharmaceuticals Inc 0.0%
Value ($000) $287 Shares 1,759 Est. Cost $142.50 Unrealized
First Trust Nasdaq CEA Cyberse 0.0%
Value ($000) $287 Shares 5,400 Est. Cost $47.63 Unrealized
Core Scientific Inc 0.0%
Value ($000) $286 Shares 34,765 Est. Cost $8.23 Unrealized
BXP Boston Properties Inc 0.0%
Value ($000) $285 Shares 2,208 Est. Cost $97.37 Unrealized 0.0%
Verisk Analytics Inc 0.0%
Value ($000) $283 Shares 1,319 Est. Cost $214.56 Unrealized
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $281 Shares 578 Est. Cost $360.54 Unrealized +17.3%
TELFY Telefonica SA 0.0%
Value ($000) $278 Shares 57,696 Est. Cost $4.69 Unrealized
TD Toronto Dominion Bank Ont 0.0%
Value ($000) $277 Shares 3,502 Est. Cost $46.92 Unrealized +71.7%
SPDR Blackstone Senior Loan ET 0.0%
Value ($000) $277 Shares 6,169 Est. Cost $45.80 Unrealized
DBEF X-trackers MSCI EAFE Hedged Eq 0.0%
Value ($000) $277 Shares 7,353 Est. Cost $32.11 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $277 Shares 1,026 Est. Cost $165.75 Unrealized
PKG Packaging Corp America 0.0%
Value ($000) $276 Shares 1,770 Est. Cost $75.04 Unrealized +72.8%
XYZ Block Inc 0.0%
Value ($000) $276 Shares 2,039 Est. Cost $121.07 Unrealized 0.0%
iShares MSCI EM ESG Select ETF 0.0%
Value ($000) $275 Shares 7,500 Est. Cost $36.67 Unrealized
IFF International Flavors & Fragra 0.0%
Value ($000) $273 Shares 2,077 Est. Cost $126.45 Unrealized -6.0%
FSLR First Solar Inc 0.0%
Value ($000) $272 Shares 3,250 Est. Cost $46.38 Unrealized +65.1%
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $270 Shares 904 Est. Cost $128.72 Unrealized +18.5%
NUE Nucor Corp 0.0%
Value ($000) $269 Shares 1,808 Est. Cost $50.45 Unrealized +129.0%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $267 Shares 169 Est. Cost $27.50 Unrealized +9.5%
CFG Citizens Financial Group Inc 0.0%
Value ($000) $266 Shares 5,881 Est. Cost $26.81 Unrealized +61.6%
BEN Franklin Resources Inc 0.0%
Value ($000) $264 Shares 9,442 Est. Cost $19.48 Unrealized +27.7%
CBRE Group Inc 0.0%
Value ($000) $263 Shares 2,872 Est. Cost $97.41 Unrealized
UBS Group AG 0.0%
Value ($000) $263 Shares 13,448 Est. Cost $16.38 Unrealized
HMC Honda Motor Ltd 0.0%
Value ($000) $262 Shares 9,251 Est. Cost $30.07 Unrealized
ITT Inc 0.0%
Value ($000) $262 Shares 3,488 Est. Cost $90.92 Unrealized
iShares Aaa - A Rated Corporat 0.0%
Value ($000) $259 Shares 5,000 Est. Cost $55.40 Unrealized
Moderna Inc 0.0%
Value ($000) $258 Shares 1,501 Est. Cost $172.32 Unrealized
APA Corp 0.0%
Value ($000) $257 Shares 6,222 Est. Cost $41.31 Unrealized
MITSY Mitsui & Co Ltd 0.0%
Value ($000) $255 Shares 466 Est. Cost $420.32 Unrealized
Docebo Inc 0.0%
Value ($000) $253 Shares 4,878 Est. Cost $51.87 Unrealized
SCHO Schwab Short-Term U.S. Treasur 0.0%
Value ($000) $252 Shares 5,093 Est. Cost $51.48 Unrealized
Rxsight Inc 0.0%
Value ($000) $251 Shares 20,303 Est. Cost $12.36 Unrealized
Check Point Software Tech Ltd 0.0%
Value ($000) $250 Shares 1,806 Est. Cost $113.55 Unrealized
EXE Chesapeake Energy Corp 0.0%
Value ($000) $250 Shares 2,876 Est. Cost $60.07 Unrealized 0.0%
CMWAY Commonwealth Bank of Australia 0.0%
Value ($000) $248 Shares 3,147 Est. Cost $78.81 Unrealized
Regions Financial Corp 0.0%
Value ($000) $248 Shares 11,144 Est. Cost $22.25 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $247 Shares 5,732 Est. Cost $30.68 Unrealized +30.0%
Kellogg Co 0.0%
Value ($000) $247 Shares 3,822 Est. Cost $49.93 Unrealized +5.3%
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $245 Shares 2,805 Est. Cost $106.91 Unrealized
Plug Power Inc 0.0%
Value ($000) $245 Shares 8,566 Est. Cost $33.67 Unrealized
Hess Corp 0.0%
Value ($000) $245 Shares 2,287 Est. Cost $107.13 Unrealized
Assurant Inc 0.0%
Value ($000) $245 Shares 1,346 Est. Cost $182.02 Unrealized
Consumer Staples Select Sector 0.0%
Value ($000) $245 Shares 3,240 Est. Cost $77.04 Unrealized
DBS Group Holdings Ltd 0.0%
Value ($000) $245 Shares 2,344 Est. Cost $87.88 Unrealized
Ares Capital Corp 0.0%
Value ($000) $244 Shares 11,639 Est. Cost $20.96 Unrealized
Eversource Energy 0.0%
Value ($000) $243 Shares 2,760 Est. Cost $85.16 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.0%
Value ($000) $242 Shares 4,491 Est. Cost $96.06 Unrealized
Brookfield Asset Mgmt Inc 0.0%
Value ($000) $242 Shares 4,283 Est. Cost $46.97 Unrealized
Truist Financial Corp 0.0%
Value ($000) $240 Shares 4,233 Est. Cost $58.09 Unrealized
C H Robinson Worldwide Inc 0.0%
Value ($000) $238 Shares 2,215 Est. Cost $92.89 Unrealized
Organon & Co 0.0%
Value ($000) $238 Shares 6,793 Est. Cost $35.04 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $238 Shares 5,185 Est. Cost $42.58 Unrealized -3.9%
Matterport Inc 0.0%
Value ($000) $237 Shares 29,134 Est. Cost $8.13 Unrealized
QTEC First Trust NASDAQ-100 Technol 0.0%
Value ($000) $236 Shares 1,550 Est. Cost $109.00 Unrealized
Coinbase Global Inc 0.0%
Value ($000) $235 Shares 1,237 Est. Cost $236.03 Unrealized
Jbs SA 0.0%
Value ($000) $235 Shares 14,741 Est. Cost $13.58 Unrealized
Devon Energy Corp 0.0%
Value ($000) $234 Shares 3,956 Est. Cost $59.15 Unrealized
Freeport-McMoran Inc 0.0%
Value ($000) $234 Shares 4,697 Est. Cost $49.82 Unrealized
Expedia Group Inc 0.0%
Value ($000) $233 Shares 1,194 Est. Cost $181.15 Unrealized
IP International Paper Co 0.0%
Value ($000) $233 Shares 5,038 Est. Cost $38.65 Unrealized 0.0%
Public Storage 0.0%
Value ($000) $232 Shares 594 Est. Cost $390.57 Unrealized
Flex Ltd 0.0%
Value ($000) $232 Shares 12,472 Est. Cost $17.98 Unrealized
AQN Algonquin Power & Utilities Co 0.0%
Value ($000) $232 Shares 14,979 Est. Cost $11.64 Unrealized 0.0%
Wh Group Ltd 0.0%
Value ($000) $229 Shares 18,351 Est. Cost $17.38 Unrealized
RDY Dr Reddys Laboratories Ltd 0.0%
Value ($000) $228 Shares 4,091 Est. Cost $68.94 Unrealized
Zendesk Inc 0.0%
Value ($000) $226 Shares 1,884 Est. Cost $104.42 Unrealized
SIEGY Siemens AG 0.0%
Value ($000) $225 Shares 3,256 Est. Cost $69.10 Unrealized
USA Compression Partners LP 0.0%
Value ($000) $225 Shares 12,746 Est. Cost $17.65 Unrealized
Nuveen Amt-Free Muni Inc Fd 0.0%
Value ($000) $224 Shares 17,060 Est. Cost $14.59 Unrealized
Alteryx 0.0%
Value ($000) $223 Shares 3,109 Est. Cost $71.73 Unrealized
Invesco Dynamic Large Cap Valu 0.0%
Value ($000) $223 Shares 4,551 Est. Cost $42.59 Unrealized
SSNHZ Samsung Electronics Ltd 0.0%
Value ($000) $223 Shares 155 Est. Cost $1825.00 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $221 Shares 1,427 Est. Cost $118.07 Unrealized
SPDR Dow Jones International R 0.0%
Value ($000) $221 Shares 6,487 Est. Cost $34.07 Unrealized
Ansys Inc 0.0%
Value ($000) $221 Shares 696 Est. Cost $340.12 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $221 Shares 3,889 Est. Cost $41.76 Unrealized 0.0%
MUFG Mitsubishi UFJ Financial Group 0.0%
Value ($000) $220 Shares 35,574 Est. Cost $5.30 Unrealized
ON ON Semiconductor Corp 0.0%
Value ($000) $219 Shares 3,507 Est. Cost $34.45 Unrealized +77.0%
Vestas Wind Systems AS 0.0%
Value ($000) $219 Shares 7,425 Est. Cost $39.87 Unrealized
CSL Ltd 0.0%
Value ($000) $219 Shares 2,199 Est. Cost $99.59 Unrealized
Horizon Therapeutics Pub L 0.0%
Value ($000) $218 Shares 2,073 Est. Cost $93.70 Unrealized
HSBC HSBC Holdings PLC 0.0%
Value ($000) $218 Shares 6,395 Est. Cost $34.09 Unrealized
Telefonica Brasil SA 0.0%
Value ($000) $217 Shares 19,276 Est. Cost $8.45 Unrealized
Avangrid Inc 0.0%
Value ($000) $216 Shares 4,606 Est. Cost $46.90 Unrealized
America Movil SAB de CV 0.0%
Value ($000) $215 Shares 10,194 Est. Cost $16.87 Unrealized
iShares Interest Rate Hedged C 0.0%
Value ($000) $214 Shares 2,292 Est. Cost $93.37 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $214 Shares 5,758 Est. Cost $35.70 Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $213 Shares 4,662 Est. Cost $45.69 Unrealized
CMA Comerica Inc 0.0%
Value ($000) $212 Shares 2,344 Est. Cost $40.62 Unrealized +91.7%
Sabre Corp 0.0%
Value ($000) $212 Shares 18,546 Est. Cost $14.21 Unrealized
LUMN Lumen Technologies Inc 0.0%
Value ($000) $212 Shares 18,743 Est. Cost $8.71 Unrealized +23.7%
Cabrios SAS 0.0%
Value ($000) $212 Shares 5,515 Est. Cost $48.05 Unrealized
The Trade Desk Inc 0.0%
Value ($000) $211 Shares 3,041 Est. Cost $89.58 Unrealized
AerCap Holdings NV 0.0%
Value ($000) $211 Shares 4,195 Est. Cost $57.11 Unrealized
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $210 Shares 3,575 Est. Cost $57.26 Unrealized
Sprout Social Inc 0.0%
Value ($000) $208 Shares 2,600 Est. Cost $57.80 Unrealized
CPRT Copart Inc 0.0%
Value ($000) $208 Shares 1,660 Est. Cost $31.54 Unrealized +0.7%
CE Celanese Corp 0.0%
Value ($000) $206 Shares 1,441 Est. Cost $104.43 Unrealized +36.7%
NMFC New Mountain Finance Corp 0.0%
Value ($000) $205 Shares 14,776 Est. Cost $8.63 Unrealized 0.0%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $204 Shares 1,498 Est. Cost $111.09 Unrealized 0.0%
Unilever PLC 0.0%
Value ($000) $204 Shares 4,474 Est. Cost $55.31 Unrealized
LKQ LKQ Corp 0.0%
Value ($000) $203 Shares 4,471 Est. Cost $34.60 Unrealized +33.5%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $202 Shares 2,233 Est. Cost $69.63 Unrealized 0.0%
KDDI Corp 0.0%
Value ($000) $197 Shares 12,032 Est. Cost $15.95 Unrealized
Allianzgi Convertible & Income 0.0%
Value ($000) $197 Shares 39,114 Est. Cost $5.44 Unrealized
OTSKY Otsuka Holdings Co Ltd 0.0%
Value ($000) $196 Shares 11,372 Est. Cost $17.24 Unrealized
Nuveen Pfd & Cvrt Inc Fd 2 0.0%
Value ($000) $195 Shares 31,562 Est. Cost $6.27 Unrealized
Virtus Allianzgi Convertible 0.0%
Value ($000) $192 Shares 44,500 Est. Cost $4.71 Unrealized
IEV ISHARES TR S&P EURO PLUS 0.0%
Value ($000) $189 Shares 3,775 Est. Cost $46.89 Unrealized
Sumitomo Mitsui Financial Grou 0.0%
Value ($000) $186 Shares 29,552 Est. Cost $7.07 Unrealized
NABZY National Australia Bank Ltd 0.0%
Value ($000) $180 Shares 15,056 Est. Cost $9.32 Unrealized
HEFA ISHARES TR HDG MSCI EAFE 0.0%
Value ($000) $171 Shares 5,055 Est. Cost $24.59 Unrealized
XOP SPDR SER TR SP OILGAS EXP 0.0%
Value ($000) $168 Shares 1,250 Est. Cost $96.00 Unrealized
Sprott Physical Silver TR 0.0%
Value ($000) $166 Shares 18,888 Est. Cost $8.78 Unrealized
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP 0.0%
Value ($000) $162 Shares 2,078 Est. Cost $77.96 Unrealized
Viatris Inc 0.0%
Value ($000) $159 Shares 14,646 Est. Cost $18.44 Unrealized
Agricultural Bank China Ltd 0.0%
Value ($000) $146 Shares 15,364 Est. Cost $8.63 Unrealized
BBXIA Bbx Capital Inc 0.0%
Value ($000) $139 Shares 14,200 Est. Cost $3.13 Unrealized +166.6%
Eaton Vance Tax Mngd Global Di 0.0%
Value ($000) $135 Shares 13,855 Est. Cost $8.28 Unrealized
Oaktree Specialty Lending Corp 0.0%
Value ($000) $118 Shares 16,004 Est. Cost $7.37 Unrealized
Alpine Global Premier Properti 0.0%
Value ($000) $117 Shares 18,223 Est. Cost $6.42 Unrealized
Zynga Inc 0.0%
Value ($000) $113 Shares 12,273 Est. Cost $10.59 Unrealized
ERIC Ericsson 0.0%
Value ($000) $113 Shares 12,363 Est. Cost $9.14 Unrealized
PBD INVESCO EXCH TRADED FD TR IIGBL CLEAN ENRG 0.0%
Value ($000) $108 Shares 4,360 Est. Cost $34.63 Unrealized
Wipro Ltd 0.0%
Value ($000) $105 Shares 13,637 Est. Cost $6.76 Unrealized
BDORY Banco Do Brasil SA 0.0%
Value ($000) $102 Shares 14,085 Est. Cost $5.83 Unrealized
PIMCO ENRGY TACTICAL CR OPP COM SHS BEN INT 0.0%
Value ($000) $101 Shares 6,821 Est. Cost $14.77 Unrealized
IEI ISHARES 3-7 YR TR BD E 0.0%
Value ($000) $101 Shares 829 Est. Cost $125.93 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK 0.0%
Value ($000) $93 Shares 1,557 Est. Cost $63.45 Unrealized
XXHYBXX New American High Income Fund 0.0%
Value ($000) $88 Shares 10,846 Est. Cost $8.73 Unrealized
AVUV AMERICAN CENTY ETF TR US SML CP VALU 0.0%
Value ($000) $87 Shares 1,096 Est. Cost $75.73 Unrealized
Agc Inc 0.0%
Value ($000) $85 Shares 10,749 Est. Cost $7.03 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.0%
Value ($000) $82 Shares 1,100 Est. Cost $74.55 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.0%
Value ($000) $80 Shares 1,514 Est. Cost $70.32 Unrealized
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $72 Shares 29,910 Est. Cost $2.40 Unrealized
SPYX SPDR SERIES TRUST SPDR S&P 500 E 0.0%
Value ($000) $71 Shares 646 Est. Cost $74.39 Unrealized
Banco Santander SA 0.0%
Value ($000) $69 Shares 20,590 Est. Cost $3.35 Unrealized
Franklin Str Properties Corp 0.0%
Value ($000) $69 Shares 11,692 Est. Cost $5.90 Unrealized
SCHV SCHWAB STRATEGIC TR US LCAP VA ETF 0.0%
Value ($000) $68 Shares 960 Est. Cost $70.55 Unrealized
KGC Kinross Gold Corp 0.0%
Value ($000) $67 Shares 11,435 Est. Cost $5.98 Unrealized -6.8%
VNLA JANUS DETROIT STR TR HENDRSN SHRT E 0.0%
Value ($000) $65 Shares 1,340 Est. Cost $50.00 Unrealized
VDE VANGUARD WORLD FDS ENERGY ETF 0.0%
Value ($000) $59 Shares 556 Est. Cost $106.12 Unrealized
Aware Inc MA 0.0%
Value ($000) $57 Shares 19,000 Est. Cost $3.63 Unrealized
EMB ISHARES TR JPMORGAN USD EM MKTS BD 0.0%
Value ($000) $52 Shares 533 Est. Cost $105.11 Unrealized
Qurate Retail Inc 0.0%
Value ($000) $52 Shares 11,076 Est. Cost $4.69 Unrealized
Mizuho Financial Group Inc 0.0%
Value ($000) $52 Shares 20,292 Est. Cost $2.81 Unrealized
PAVE GLOBAL X FDS US INFR DEV ET 0.0%
Value ($000) $50 Shares 1,784 Est. Cost $25.22 Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $48 Shares 3,648 Est. Cost $11.52 Unrealized
HOKCY Hong Kong & China Gas Ltd 0.0%
Value ($000) $47 Shares 40,494 Est. Cost $1.52 Unrealized
TKC Turkcell Iletisim Hizmetleri 0.0%
Value ($000) $46 Shares 12,161 Est. Cost $4.35 Unrealized
FLAHERTY & CRUMRINESS PFD INCOME FUND 0.0%
Value ($000) $46 Shares 3,326 Est. Cost $15.63 Unrealized
PSL INVESCO DWA CONSUMER STAPLESMOMENTUM ETF 0.0%
Value ($000) $45 Shares 529 Est. Cost $73.72 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.0%
Value ($000) $41 Shares 152 Est. Cost $177.63 Unrealized
SMMU PIMCO ETF TR SHORT TRM MUN BD A 0.0%
Value ($000) $39 Shares 782 Est. Cost $51.15 Unrealized
KKPNY Royal KPN NV 0.0%
Value ($000) $38 Shares 11,044 Est. Cost $3.44 Unrealized
IGIB ISHARES TR BARCLYS INTER 0.0%
Value ($000) $34 Shares 631 Est. Cost $59.04 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $28 Shares 419 Est. Cost $76.37 Unrealized
SPYD SPDR SERIES TRUST PRTFLO S&P500 0.0%
Value ($000) $28 Shares 640 Est. Cost $39.06 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.0%
Value ($000) $28 Shares 126 Est. Cost $230.16 Unrealized
Uxin Ltd 0.0%
Value ($000) $25 Shares 24,800 Est. Cost $1.57 Unrealized
Acreage Holdings Inc 0.0%
Value ($000) $20 Shares 12,232 Est. Cost $1.64 Unrealized
PIMCO NEW YORK MUN INCOME FDCOM 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $14.00 Unrealized
SPSM SPDR SER TR PORTFOLIO S&P6 0.0%
Value ($000) $19 Shares 474 Est. Cost $42.19 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.0%
Value ($000) $18 Shares 112 Est. Cost $178.57 Unrealized
NUVEEN INS NY TX FR ADV MUN COM 0.0%
Value ($000) $18 Shares 1,551 Est. Cost $13.81 Unrealized
ARKW ARK ETF TR NEXT GNRTN INT 0.0%
Value ($000) $17 Shares 200 Est. Cost $135.00 Unrealized
EWG ISHARES INC MSCI GERMAN 0.0%
Value ($000) $16 Shares 577 Est. Cost $32.93 Unrealized
Electrovaya Inc 0.0%
Value ($000) $15 Shares 20,000 Est. Cost $1.10 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $15 Shares 624 Est. Cost $24.04 Unrealized
ICF ISHARES TR COHEN&ST RLTY 0.0%
Value ($000) $14 Shares 200 Est. Cost $85.00 Unrealized
BLACKROCK MUNIHOLDINGS INSD FD II 0.0%
Value ($000) $14 Shares 1,200 Est. Cost $12.50 Unrealized
ALLIANCE BERNSTEIN GLOBAL HIGH INC FD 0.0%
Value ($000) $12 Shares 1,129 Est. Cost $12.40 Unrealized
VCR VANGUARD WORLD FDS CONSUM DIS ETF 0.0%
Value ($000) $11 Shares 38 Est. Cost $303.78 Unrealized
VAW VANGUARD WORLD FDS MATERIALS ETF 0.0%
Value ($000) $10 Shares 54 Est. Cost $92.59 Unrealized
Harborside Inc 0.0%
Value ($000) $10 Shares 16,600 Est. Cost $0.60 Unrealized
ISHARES TST MSCI GERMANY SMALL CAP INDEX FD 0.0%
Value ($000) $10 Shares 150 Est. Cost $60.00 Unrealized
BLACKROCK MUNIHLDS INVSTM QLCOM 0.0%
Value ($000) $9 Shares 750 Est. Cost $13.33 Unrealized
FRT FEDERAL RLTY INVT TR SH BEN INT NEW 0.0%
Value ($000) $9 Shares 79 Est. Cost $103.82 Unrealized 0.0%
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $8 Shares 128 Est. Cost $128.71 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.0%
Value ($000) $8 Shares 161 Est. Cost $49.69 Unrealized
MHTX Manhattan Scientifics Inc 0.0%
Value ($000) $8 Shares 645,000 Est. Cost $0.06 Unrealized -78.2%
FALN ISHARES TR FALN ANGLS USD 0.0%
Value ($000) $7 Shares 272 Est. Cost $25.74 Unrealized
NUVEEN NY DIVID ADVNTG MUN FD 0.0%
Value ($000) $6 Shares 489 Est. Cost $14.02 Unrealized
Abeona Therapeutics Inc 0.0%
Value ($000) $6 Shares 19,500 Est. Cost $1.90 Unrealized
USHY ISHARES TR BROAD USD HIGH 0.0%
Value ($000) $6 Shares 161 Est. Cost $37.27 Unrealized
RSPD INVESCO ETF S&P500 EQL DIS 0.0%
Value ($000) $5 Shares 40 Est. Cost $100.00 Unrealized
XBI SPDR SERIES TRUST S&P BIOTECH 0.0%
Value ($000) $5 Shares 60 Est. Cost $100.00 Unrealized
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $4 Shares 1,011 Est. Cost $5.44 Unrealized
IYR ISHARES TR DJ US REAL EST 0.0%
Value ($000) $4 Shares 39 Est. Cost $115.07 Unrealized
VMBS VANGUARD SCOTTSDALE FDS MTG-BKD SECS E 0.0%
Value ($000) $4 Shares 98 Est. Cost $49.15 Unrealized
SPIB SPDR SER TR PORTFOLIO INTR 0.0%
Value ($000) $4 Shares 144 Est. Cost $27.78 Unrealized
SCHR SCHWAB STRATEGIC TR INTRM TRM TRES 0.0%
Value ($000) $3 Shares 62 Est. Cost $54.55 Unrealized
DIREXION SHS ETF TR DAILY RGNAL BU 0.0%
Value ($000) $3 Shares 71 Est. Cost $142.03 Unrealized
VTIP VANGUARD MALVERN FDS STRM INF PRO IDX 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $3 Shares 78 Est. Cost $99.86 Unrealized
GWX SPDR INDEX SHS FDS S&P INTL SMLCP 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
BLV VANGUARD BD INDEX FDS LONG TERM BOND 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
National American Univ Holding 0.0%
Value ($000) $2 Shares 20,075 Est. Cost $0.15 Unrealized
Globestar Therapeutics Corp 0.0%
Value ($000) $1 Shares 72,727 Est. Cost $0.03 Unrealized
SVVC FIRSTHAND TECH VALUE FD INC COM 0.0%
Value ($000) $1 Shares 372 Est. Cost $6.61 Unrealized -43.7%
GTLL Global Technologies Ltd 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +1019.9%
GNOLF Genoil Inc 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.03 Unrealized -69.2%
Silicon Graphics Inc 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
Connected Media Technologies I 0.0%
Value ($000) $0 Shares 40,000 Est. Cost Unrealized
Celexpress Inc 0.0%
Value ($000) $0 Shares 653,845 Est. Cost Unrealized