CLEAR INVESTMENT RESEARCH, LLC Diversified Active

CIK: 0001635523 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 9, 2023

Total Value ($000): $59,641 (100.0% shares, 0.0% debt)

Holdings (196)

GPK GRAPHIC PACKAGING HLDG CO 10.1%
Value ($000) $6,037 Shares 251,206 Est. Cost $21.66 Unrealized +15.9%
IVV ISHARES TR 8.8%
Value ($000) $5,262 Shares 11,806 Est. Cost $254.57 Unrealized
IJH ISHARES TR 8.4%
Value ($000) $4,995 Shares 19,102 Est. Cost $169.17 Unrealized
VNQ VANGUARD INDEX FDS 6.2%
Value ($000) $3,692 Shares 44,183 Est. Cost $81.87 Unrealized
IEFA ISHARES TR 4.8%
Value ($000) $2,841 Shares 42,084 Est. Cost $59.18 Unrealized
ANGL VANECK VECTORS ETF TR 4.7%
Value ($000) $2,799 Shares 100,797 Est. Cost $30.35 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $2,741 Shares 14,130 Est. Cost $120.48 Unrealized +42.8%
SCHX SCWAB STRATEGIC TR 3.8%
Value ($000) $2,266 Shares 43,270 Est. Cost $59.29 Unrealized
IJR ISHARES TR 3.4%
Value ($000) $2,041 Shares 20,480 Est. Cost $83.63 Unrealized
IEMG ISHARES INC 3.1%
Value ($000) $1,830 Shares 37,130 Est. Cost $52.24 Unrealized
SCHO SCWAB STRATEGIC TR 2.3%
Value ($000) $1,391 Shares 28,943 Est. Cost $18.23 Unrealized
LLY LILLY ELI & CO 2.1%
Value ($000) $1,276 Shares 2,720 Est. Cost $79.66 Unrealized +416.5%
FBND FIDELITY MERRIMACK STR TR 2.1%
Value ($000) $1,269 Shares 27,941 Est. Cost $47.67 Unrealized
IVE ISHARES TR 2.0%
Value ($000) $1,210 Shares 7,508 Est. Cost $97.79 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $1,192 Shares 3,501 Est. Cost $234.59 Unrealized +31.0%
IVW ISHARES TR 1.7%
Value ($000) $1,014 Shares 14,390 Est. Cost $77.84 Unrealized
SCHM SCWAB STRATEGIC TR 1.6%
Value ($000) $972 Shares 13,691 Est. Cost $29.27 Unrealized
DLTR DOLLAR TREE INC 1.3%
Value ($000) $746 Shares 5,200 Est. Cost $108.70 Unrealized +35.3%
STIP ISHARES TR 1.2%
Value ($000) $745 Shares 7,633 Est. Cost $105.45 Unrealized
HYG ISHARES TR 1.1%
Value ($000) $678 Shares 9,030 Est. Cost $86.52 Unrealized
SCHA SCWAB STRATEGIC TR 1.0%
Value ($000) $580 Shares 13,243 Est. Cost $56.22 Unrealized
SCHF SCWAB STRATEGIC TR 1.0%
Value ($000) $573 Shares 16,063 Est. Cost $11.80 Unrealized
TIP ISHARES TR 1.0%
Value ($000) $569 Shares 5,285 Est. Cost $113.24 Unrealized
SCHG SCWAB STRATEGIC TR 0.9%
Value ($000) $554 Shares 7,386 Est. Cost $73.35 Unrealized
BAC BANK AMER CORP 0.9%
Value ($000) $512 Shares 17,842 Est. Cost $20.68 Unrealized +28.7%
SCHP SCWAB STRATEGIC TR 0.8%
Value ($000) $500 Shares 9,544 Est. Cost $54.98 Unrealized
SCHV SCWAB STRATEGIC TR 0.8%
Value ($000) $477 Shares 7,112 Est. Cost $51.48 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $446 Shares 3,421 Est. Cost $112.86 Unrealized +1.2%
NVDA NVIDIA CORP 0.7%
Value ($000) $415 Shares 981 Est. Cost $18.10 Unrealized +83.3%
IWO ISHARES TR 0.6%
Value ($000) $384 Shares 1,581 Est. Cost $167.88 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $355 Shares 3,628 Est. Cost $104.82 Unrealized
IWN ISHARES TR 0.6%
Value ($000) $335 Shares 2,381 Est. Cost $112.25 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $307 Shares 1,855 Est. Cost $136.63 Unrealized +9.0%
IJT ISHARES TR 0.5%
Value ($000) $306 Shares 2,663 Est. Cost $81.33 Unrealized
IJS ISHARES TR 0.5%
Value ($000) $305 Shares 3,211 Est. Cost $98.86 Unrealized
BRK/B BERSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $267 Shares 782 Est. Cost $256.26 Unrealized +27.4%
QUAL ISHARES TR 0.4%
Value ($000) $255 Shares 1,888 Est. Cost $90.71 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $255 Shares 5,045 Est. Cost $35.15 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $226 Shares 1,000 Est. Cost $179.51 Unrealized +10.2%
LDUR PIMCO ETF TR 0.4%
Value ($000) $221 Shares 2,354 Est. Cost $99.41 Unrealized
IXUS ISHARES TR 0.3%
Value ($000) $206 Shares 3,288 Est. Cost $61.09 Unrealized
EEMV ISHARES 0.3%
Value ($000) $206 Shares 3,740 Est. Cost $56.35 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $200 Shares 1,668 Est. Cost $103.75 Unrealized +10.1%
DFAI DIMENSIONAL ETF TRUST 0.3%
Value ($000) $198 Shares 7,262 Est. Cost $27.02 Unrealized
IYR ISHARES TR 0.3%
Value ($000) $198 Shares 2,282 Est. Cost $80.79 Unrealized
PG PROCTOR AND GAMBLE CO 0.3%
Value ($000) $184 Shares 1,210 Est. Cost $92.16 Unrealized +53.3%
R RYDER SYS INC 0.3%
Value ($000) $181 Shares 2,136 Est. Cost $69.22 Unrealized +19.0%
LRGF ISHARES TR 0.3%
Value ($000) $176 Shares 3,949 Est. Cost $28.74 Unrealized
SCHH SCWAB STRATEGIC TR 0.3%
Value ($000) $172 Shares 8,783 Est. Cost $16.91 Unrealized
CVS CVS HEALTH GROUP 0.3%
Value ($000) $170 Shares 2,456 Est. Cost $70.72 Unrealized -9.1%
DJP BARCLAYS BK PLC 0.3%
Value ($000) $162 Shares 5,303 Est. Cost $24.89 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $148 Shares 2,107 Est. Cost $45.05 Unrealized +44.9%
SCZ ISHARES TR 0.2%
Value ($000) $146 Shares 2,471 Est. Cost $59.74 Unrealized
BSV VANGUARD BD INDEX FD INC 0.2%
Value ($000) $144 Shares 1,900 Est. Cost $77.39 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $143 Shares 2,766 Est. Cost $40.41 Unrealized
SCHE SCWAB STRATEGIC TR 0.2%
Value ($000) $134 Shares 5,432 Est. Cost $25.31 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $130 Shares 1,504 Est. Cost $113.43 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $130 Shares 352 Est. Cost $331.96 Unrealized
IMCV ISHARES TR 0.2%
Value ($000) $125 Shares 1,969 Est. Cost $58.10 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $124 Shares 2,676 Est. Cost $39.83 Unrealized
NEAR ISHARES US ETF TR 0.2%
Value ($000) $123 Shares 2,474 Est. Cost $37.50 Unrealized
SCHD SCWAB STRATEGIC TR 0.2%
Value ($000) $123 Shares 1,690 Est. Cost $75.27 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $117 Shares 2,734 Est. Cost $39.37 Unrealized -4.4%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $111 Shares 250 Est. Cost $429.07 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $96 Shares 1,523 Est. Cost $51.83 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $94 Shares 872 Est. Cost $73.57 Unrealized +35.4%
WMT WALMART INC 0.2%
Value ($000) $90 Shares 571 Est. Cost $42.94 Unrealized +14.0%
IWM ISHARES TR 0.1%
Value ($000) $88 Shares 470 Est. Cost $183.02 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $88 Shares 2,391 Est. Cost $32.53 Unrealized +2.1%
TFC TRUIST FINL CORP 0.1%
Value ($000) $81 Shares 2,677 Est. Cost $40.89 Unrealized -34.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $80 Shares 555 Est. Cost $40.70 Unrealized +200.4%
IAU ISHARES GOLD TR 0.1%
Value ($000) $77 Shares 2,113 Est. Cost $19.54 Unrealized
IGOV ISHARES TR 0.1%
Value ($000) $75 Shares 1,902 Est. Cost $76.42 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $75 Shares 1,603 Est. Cost $53.03 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $74 Shares 900 Est. Cost $94.95 Unrealized -30.9%
FPXI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $72 Shares 1,825 Est. Cost $56.08 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $68 Shares 674 Est. Cost $80.21 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $64 Shares 1,723 Est. Cost $37.43 Unrealized
TBLL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $62 Shares 586 Est. Cost $105.97 Unrealized
SCHC SCWAB STRATEGIC TR 0.1%
Value ($000) $60 Shares 1,791 Est. Cost $33.91 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $59 Shares 250 Est. Cost $45.52 Unrealized +378.1%
TSLA TESLA INC 0.1%
Value ($000) $57 Shares 219 Est. Cost $228.25 Unrealized -12.4%
USO UNITED STS OIL FD LP 0.1%
Value ($000) $56 Shares 879 Est. Cost $64.71 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $54 Shares 125 Est. Cost $132.10 Unrealized +204.9%
JHMM JOHN HANCOCK EXCHAGE TRADED 0.1%
Value ($000) $54 Shares 1,079 Est. Cost $48.50 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $53 Shares 600 Est. Cost $80.78 Unrealized -1.7%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.1%
Value ($000) $52 Shares 2,196 Est. Cost $23.52 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $51 Shares 101 Est. Cost $440.52 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $50 Shares 160 Est. Cost $180.29 Unrealized +53.3%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $48 Shares 877 Est. Cost $116.41 Unrealized -55.8%
TLT ISHARES TR 0.1%
Value ($000) $47 Shares 460 Est. Cost $132.58 Unrealized
SMOT VANECK ETF TRUST 0.1%
Value ($000) $47 Shares 1,568 Est. Cost $28.44 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $46 Shares 405 Est. Cost $74.73 Unrealized +39.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $42 Shares 87 Est. Cost $470.12 Unrealized -1.1%
GM GENERAL MTRS CO 0.1%
Value ($000) $41 Shares 1,075 Est. Cost $35.26 Unrealized -4.6%
KO COCA COLA CO 0.1%
Value ($000) $41 Shares 682 Est. Cost $56.05 Unrealized +2.3%
SLV ISHARES TR 0.1%
Value ($000) $38 Shares 1,841 Est. Cost $0.67 Unrealized
V VISA INC 0.1%
Value ($000) $38 Shares 160 Est. Cost $186.89 Unrealized +20.1%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $37 Shares 895 Est. Cost $45.86 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $35 Shares 294 Est. Cost $73.20 Unrealized +37.2%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $33 Shares 300 Est. Cost $52.32 Unrealized +52.6%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $33 Shares 219 Est. Cost $159.82 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $32 Shares 73 Est. Cost $53.48 Unrealized -31.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $32 Shares 500 Est. Cost $62.30 Unrealized -5.4%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $32 Shares 98 Est. Cost $285.95 Unrealized +1.1%
ADBE ADOBE INC 0.1%
Value ($000) $31 Shares 63 Est. Cost $506.77 Unrealized -20.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $30 Shares 176 Est. Cost $233.12 Unrealized -19.7%
GOOG ALPHABET INC 0.0%
Value ($000) $30 Shares 245 Est. Cost $117.09 Unrealized -1.9%
HYS PIMCO EFT TR 0.0%
Value ($000) $27 Shares 296 Est. Cost $66.01 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $26 Shares 354 Est. Cost $68.75 Unrealized
T AT&T 0.0%
Value ($000) $26 Shares 1,648 Est. Cost $15.83 Unrealized -6.6%
MPLX MPLX LP 0.0%
Value ($000) $24 Shares 700 Est. Cost $30.00 Unrealized
WALGREENS BOOT ALLIANCE INC 0.0%
Value ($000) $23 Shares 800 Est. Cost $52.50 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $22 Shares 197 Est. Cost $109.73 Unrealized -7.9%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $20 Shares 138 Est. Cost $137.79 Unrealized -5.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $20 Shares 280 Est. Cost $53.57 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $20 Shares 43 Est. Cost $432.79 Unrealized -0.3%
PEP PEPSICO INC 0.0%
Value ($000) $20 Shares 107 Est. Cost $160.89 Unrealized +6.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $19 Shares 86 Est. Cost $233.88 Unrealized -16.2%
IVZ INVESCO LTD 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $14.39 Unrealized -1.3%
LITHIUM AMERS CORP NEW 0.0%
Value ($000) $15 Shares 736 Est. Cost $21.73 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $15 Shares 217 Est. Cost $71.67 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $14 Shares 200 Est. Cost $81.33 Unrealized -25.2%
TAN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $14 Shares 197 Est. Cost $101.63 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $14 Shares 89 Est. Cost $150.60 Unrealized -4.9%
IMTM ISHARES TR 0.0%
Value ($000) $14 Shares 418 Est. Cost $24.78 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $14 Shares 588 Est. Cost $23.32 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $13 Shares 184 Est. Cost $56.33 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $13 Shares 25 Est. Cost $552.18 Unrealized -13.2%
MTUM ISHARES TR 0.0%
Value ($000) $13 Shares 87 Est. Cost $113.65 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $176.59 Unrealized -0.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $11 Shares 109 Est. Cost $90.92 Unrealized +1.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $10 Shares 180 Est. Cost $53.88 Unrealized -6.4%
PLD PROLOGIS INC 0.0%
Value ($000) $10 Shares 78 Est. Cost $112.40 Unrealized +0.4%
F FORD MTR CO DEL 0.0%
Value ($000) $9 Shares 612 Est. Cost $13.42 Unrealized -20.3%
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $294.70 Unrealized -61.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $7 Shares 94 Est. Cost $73.01 Unrealized -4.1%
HPQ HP INC 0.0%
Value ($000) $7 Shares 221 Est. Cost $18.64 Unrealized +45.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 65 Est. Cost $88.85 Unrealized +9.5%
RY ROYAL BK CDA SUSTAINABL 0.0%
Value ($000) $6 Shares 67 Est. Cost $94.40 Unrealized +1.1%
BLACKROCK INC 0.0%
Value ($000) $6 Shares 9 Est. Cost $693.33 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $5 Shares 6 Est. Cost $68.73 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $5 Shares 398 Est. Cost $13.59 Unrealized -4.5%
META META PLATFORMS INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $208.77 Unrealized +17.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $5 Shares 24 Est. Cost $178.08 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $5 Shares 51 Est. Cost $128.22 Unrealized -27.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $265.26 Unrealized 0.0%
ACWX ISHARES TR 0.0%
Value ($000) $4 Shares 90 Est. Cost $45.05 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $4 Shares 300 Est. Cost $19.35 Unrealized -31.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $4 Shares 39 Est. Cost $100.93 Unrealized
MRVL MARVELL TECHNOLOGY 0.0%
Value ($000) $4 Shares 63 Est. Cost $41.85 Unrealized +15.0%
CAG CONAGRA BANDS INC 0.0%
Value ($000) $4 Shares 110 Est. Cost $27.44 Unrealized +14.4%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $61.95 Unrealized +71.1%
TQQQ PROSHARES TR 0.0%
Value ($000) $4 Shares 87 Est. Cost $25.69 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $3 Shares 207 Est. Cost $12.51 Unrealized +13.5%
ACWI ISHARES TR 0.0%
Value ($000) $3 Shares 35 Est. Cost $68.11 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $48.90 Unrealized -37.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $136.04 Unrealized -0.3%
ARKK ARK ETF TR 0.0%
Value ($000) $3 Shares 69 Est. Cost $115.94 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $161.19 Unrealized +3.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $219.64 Unrealized 0.0%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $15.89 Unrealized +45.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $3 Shares 62 Est. Cost $34.43 Unrealized +6.4%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 248 Est. Cost $11.40 Unrealized -25.7%
CNH CNH INDL N V 0.0%
Value ($000) $2 Shares 167 Est. Cost $11.03 Unrealized +19.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $52.13 Unrealized -28.7%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $82.71 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $74.53 Unrealized +4.0%
OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $370.25 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $180.88 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $118.05 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $1 Shares 12 Est. Cost $79.07 Unrealized +23.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1 Shares 7 Est. Cost $146.36 Unrealized +8.5%
PRSU VIAD CORP 0.0%
Value ($000) $1 Shares 42 Est. Cost $50.06 Unrealized -55.6%
KR KROGER CO 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.42 Unrealized +3.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $104.05 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $57.29 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $110.83 Unrealized +5.5%
LAMB RESEARCH CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $643.00 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.68 Unrealized +18.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $24.75 Unrealized +45.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 14 Est. Cost $80.89 Unrealized -69.2%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2 Est. Cost $160.02 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $43.80 Unrealized -91.9%
ISHARES 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
KRNY KEARNY FINL CORP MD 0.0%
Value ($000) $0 Shares 30 Est. Cost $12.34 Unrealized -39.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.70 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.27 Unrealized +3.8%
PCY INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.65 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $259.62 Unrealized -77.0%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 390 Est. Cost $0.11 Unrealized
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.61 Unrealized -1.8%
COLLABORATIVE INVESTMENT SER 0.0%
Value ($000) $0 Shares 1 Est. Cost $19.00 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.17 Unrealized -54.7%