CLEAR INVESTMENT RESEARCH, LLC Diversified Active

CIK: 0001635523 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 8, 2024

Total Value ($000): $76,713 (100.0% shares, 0.0% debt)

Holdings (208)

IVV ISHARES TR 11.7%
Value ($000) $8,942 Shares 16,341 Est. Cost $320.37 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 7.3%
Value ($000) $5,587 Shares 213,181 Est. Cost $21.90 Unrealized +26.1%
IJH ISHARES TR 6.8%
Value ($000) $5,225 Shares 89,293 Est. Cost $84.26 Unrealized
VNQ VANGUARD INDEX FDS 5.3%
Value ($000) $4,067 Shares 48,555 Est. Cost $81.96 Unrealized
ANGL VANECK VECTORS ETF TR 5.0%
Value ($000) $3,810 Shares 134,617 Est. Cost $29.92 Unrealized
FBND FIDELITY MERRIMACK STR TR 4.2%
Value ($000) $3,211 Shares 71,464 Est. Cost $46.23 Unrealized
AAPL APPLE INC 4.1%
Value ($000) $3,139 Shares 14,902 Est. Cost $122.63 Unrealized +51.0%
IJR ISHARES TR 3.7%
Value ($000) $2,849 Shares 26,715 Est. Cost $89.23 Unrealized
IEFA ISHARES TR 3.6%
Value ($000) $2,782 Shares 38,293 Est. Cost $59.27 Unrealized
SCHX SCWAB STRATEGIC TR 3.6%
Value ($000) $2,741 Shares 42,668 Est. Cost $59.29 Unrealized
LLY LILLY ELI & CO 3.1%
Value ($000) $2,345 Shares 2,590 Est. Cost $79.66 Unrealized +892.8%
IEMG ISHARES INC 2.6%
Value ($000) $1,978 Shares 36,949 Est. Cost $51.93 Unrealized
SCHO SCWAB STRATEGIC TR 2.5%
Value ($000) $1,954 Shares 40,599 Est. Cost $27.90 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $1,798 Shares 4,021 Est. Cost $251.46 Unrealized +65.9%
IVE ISHARES TR 1.8%
Value ($000) $1,358 Shares 7,463 Est. Cost $102.85 Unrealized
IVW ISHARES TR 1.5%
Value ($000) $1,180 Shares 12,756 Est. Cost $77.84 Unrealized
SCHM SCWAB STRATEGIC TR 1.4%
Value ($000) $1,054 Shares 13,548 Est. Cost $31.93 Unrealized
NVDA NVIDIA CORP 1.4%
Value ($000) $1,042 Shares 8,438 Est. Cost $91.40 Unrealized +10.6%
SCHP SCWAB STRATEGIC TR 1.3%
Value ($000) $993 Shares 19,086 Est. Cost $53.36 Unrealized
SPMD SPDR SER TR 1.1%
Value ($000) $825 Shares 16,079 Est. Cost $49.11 Unrealized
FBCG FIDELITY COVINGTON TRUST 1.0%
Value ($000) $794 Shares 18,704 Est. Cost $39.19 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $781 Shares 15,796 Est. Cost $47.90 Unrealized
STIP ISHARES TR 1.0%
Value ($000) $737 Shares 7,403 Est. Cost $105.34 Unrealized
SCHG SCWAB STRATEGIC TR 0.9%
Value ($000) $722 Shares 7,158 Est. Cost $73.35 Unrealized
BAC BANK AMER CORP 0.9%
Value ($000) $700 Shares 17,606 Est. Cost $20.68 Unrealized +78.1%
TIP ISHARES TR 0.8%
Value ($000) $640 Shares 5,994 Est. Cost $112.49 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $624 Shares 3,227 Est. Cost $114.98 Unrealized +59.8%
SCHA SCWAB STRATEGIC TR 0.8%
Value ($000) $583 Shares 12,297 Est. Cost $56.22 Unrealized
SCHF SCWAB STRATEGIC TR 0.8%
Value ($000) $578 Shares 15,039 Est. Cost $11.80 Unrealized
DLTR DOLLAR TREE INC 0.7%
Value ($000) $555 Shares 5,200 Est. Cost $108.70 Unrealized +8.6%
HYG ISHARES TR 0.7%
Value ($000) $549 Shares 7,115 Est. Cost $83.96 Unrealized
SCHV SCWAB STRATEGIC TR 0.7%
Value ($000) $513 Shares 6,927 Est. Cost $51.48 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $410 Shares 2,252 Est. Cost $113.03 Unrealized +48.1%
IWO ISHARES TR 0.5%
Value ($000) $402 Shares 1,532 Est. Cost $167.88 Unrealized
BRK/B BERSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $366 Shares 900 Est. Cost $273.57 Unrealized +49.4%
AGG ISHARES TR 0.5%
Value ($000) $355 Shares 3,654 Est. Cost $104.82 Unrealized
IWN ISHARES TR 0.5%
Value ($000) $351 Shares 2,303 Est. Cost $113.00 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $308 Shares 4,841 Est. Cost $35.15 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $303 Shares 5,266 Est. Cost $45.88 Unrealized
QUAL ISHARES TR 0.4%
Value ($000) $297 Shares 1,740 Est. Cost $90.71 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.4%
Value ($000) $294 Shares 9,896 Est. Cost $27.56 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $273 Shares 1,869 Est. Cost $137.07 Unrealized +3.2%
R RYDER SYS INC 0.3%
Value ($000) $265 Shares 2,136 Est. Cost $69.22 Unrealized +74.4%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $264 Shares 552 Est. Cost $367.95 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $252 Shares 463 Est. Cost $460.11 Unrealized
EEMV ISHARES 0.3%
Value ($000) $227 Shares 3,966 Est. Cost $56.21 Unrealized
LDUR PIMCO ETF TR 0.3%
Value ($000) $223 Shares 2,354 Est. Cost $98.85 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $220 Shares 1,000 Est. Cost $179.51 Unrealized +23.3%
LRGF ISHARES TR 0.3%
Value ($000) $213 Shares 3,818 Est. Cost $28.74 Unrealized
IXUS ISHARES TR 0.3%
Value ($000) $207 Shares 3,057 Est. Cost $61.22 Unrealized
PG PROCTOR AND GAMBLE CO 0.3%
Value ($000) $197 Shares 1,191 Est. Cost $99.78 Unrealized +57.5%
IYR ISHARES TR 0.3%
Value ($000) $196 Shares 2,239 Est. Cost $81.06 Unrealized
IAU ISHARES GOLD TR 0.3%
Value ($000) $196 Shares 4,454 Est. Cost $32.64 Unrealized
SCHH SCWAB STRATEGIC TR 0.2%
Value ($000) $175 Shares 8,783 Est. Cost $17.44 Unrealized
DJP BARCLAYS BK PLC 0.2%
Value ($000) $165 Shares 5,158 Est. Cost $24.89 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $162 Shares 2,734 Est. Cost $39.37 Unrealized +44.4%
WMT WALMART INC 0.2%
Value ($000) $162 Shares 2,394 Est. Cost $54.21 Unrealized +14.3%
SCZ ISHARES TR 0.2%
Value ($000) $162 Shares 2,629 Est. Cost $59.81 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $162 Shares 1,403 Est. Cost $86.14 Unrealized +27.8%
SO SOUTHERN CO 0.2%
Value ($000) $156 Shares 2,015 Est. Cost $45.05 Unrealized +59.3%
SPYD SPDR SER TR 0.2%
Value ($000) $150 Shares 3,730 Est. Cost $38.01 Unrealized
CVS CVS HEALTH GROUP 0.2%
Value ($000) $144 Shares 2,442 Est. Cost $70.72 Unrealized -17.2%
IMCV ISHARES TR 0.2%
Value ($000) $142 Shares 2,023 Est. Cost $58.43 Unrealized
SCHD SCWAB STRATEGIC TR 0.2%
Value ($000) $134 Shares 1,723 Est. Cost $75.20 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $131 Shares 555 Est. Cost $49.71 Unrealized +325.3%
USO UNITED STS OIL FD LP 0.2%
Value ($000) $126 Shares 1,589 Est. Cost $71.45 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $122 Shares 261 Est. Cost $425.83 Unrealized +3.7%
EMB ISHARES TR 0.2%
Value ($000) $119 Shares 1,341 Est. Cost $111.62 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $116 Shares 2,235 Est. Cost $40.40 Unrealized
SCHE SCWAB STRATEGIC TR 0.1%
Value ($000) $113 Shares 4,255 Est. Cost $25.31 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $106 Shares 2,242 Est. Cost $51.12 Unrealized
NEAR ISHARES US ETF TR 0.1%
Value ($000) $106 Shares 2,100 Est. Cost $39.30 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $102 Shares 1,563 Est. Cost $52.05 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $101 Shares 411 Est. Cost $293.13 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $96 Shares 2,481 Est. Cost $40.89 Unrealized -14.5%
SLV ISHARES TR 0.1%
Value ($000) $96 Shares 3,623 Est. Cost $13.91 Unrealized
JHMM JOHN HANCOCK EXCHAGE TRADED 0.1%
Value ($000) $95 Shares 1,721 Est. Cost $49.97 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $94 Shares 257 Est. Cost $265.99 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $92 Shares 57 Est. Cost $90.25 Unrealized +52.5%
IWM ISHARES TR 0.1%
Value ($000) $90 Shares 444 Est. Cost $183.98 Unrealized
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $85 Shares 1,107 Est. Cost $77.39 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $82 Shares 236 Est. Cost $216.49 Unrealized +51.3%
TSLA TESLA INC 0.1%
Value ($000) $80 Shares 404 Est. Cost $218.87 Unrealized -20.2%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $77 Shares 250 Est. Cost $45.52 Unrealized +550.5%
BBY BEST BUY INC 0.1%
Value ($000) $76 Shares 900 Est. Cost $94.95 Unrealized -22.9%
SNPS SYNOPSYS INC 0.1%
Value ($000) $74 Shares 125 Est. Cost $172.73 Unrealized +227.4%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $70 Shares 433 Est. Cost $81.60 Unrealized +97.1%
PFE PFIZER INC 0.1%
Value ($000) $67 Shares 2,391 Est. Cost $32.53 Unrealized -23.8%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $66 Shares 877 Est. Cost $116.41 Unrealized -38.6%
TBLL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $65 Shares 617 Est. Cost $105.95 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $64 Shares 586 Est. Cost $80.91 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $61 Shares 120 Est. Cost $343.69 Unrealized +40.6%
NFLX NETFLIX INC 0.1%
Value ($000) $60 Shares 89 Est. Cost $51.86 Unrealized +20.4%
KO COCA COLA CO 0.1%
Value ($000) $58 Shares 915 Est. Cost $55.89 Unrealized +5.4%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.1%
Value ($000) $57 Shares 1,755 Est. Cost $31.16 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $56 Shares 1,186 Est. Cost $56.08 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $51 Shares 311 Est. Cost $156.20 Unrealized +3.9%
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $49 Shares 1,481 Est. Cost $31.99 Unrealized
SCHC SCWAB STRATEGIC TR 0.1%
Value ($000) $48 Shares 1,348 Est. Cost $33.91 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $48 Shares 300 Est. Cost $52.68 Unrealized +199.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $47 Shares 600 Est. Cost $80.78 Unrealized -3.4%
GOOG ALPHABET INC 0.1%
Value ($000) $45 Shares 245 Est. Cost $117.09 Unrealized +44.2%
MRK MERCK & CO INC 0.1%
Value ($000) $44 Shares 359 Est. Cost $96.81 Unrealized +25.7%
TLT ISHARES TR 0.1%
Value ($000) $44 Shares 460 Est. Cost $132.58 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $44 Shares 253 Est. Cost $135.72 Unrealized +15.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $43 Shares 275 Est. Cost $141.31 Unrealized +5.0%
ORCL ORACLE CORP 0.1%
Value ($000) $42 Shares 294 Est. Cost $78.88 Unrealized +55.1%
ADBE ADOBE INC 0.1%
Value ($000) $41 Shares 74 Est. Cost $520.32 Unrealized -6.9%
V VISA INC 0.1%
Value ($000) $40 Shares 152 Est. Cost $193.71 Unrealized +39.8%
ETN EATON CORP PLC 0.1%
Value ($000) $38 Shares 122 Est. Cost $215.55 Unrealized +47.2%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $38 Shares 1,462 Est. Cost $23.52 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $37 Shares 73 Est. Cost $480.31 Unrealized -1.5%
USMV ISHARES TR 0.0%
Value ($000) $36 Shares 433 Est. Cost $71.22 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 220 Est. Cost $159.82 Unrealized
IGOV ISHARES TR 0.0%
Value ($000) $36 Shares 933 Est. Cost $73.94 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $35 Shares 535 Est. Cost $64.31 Unrealized +1.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $34 Shares 134 Est. Cost $258.81 Unrealized -6.3%
T AT&T 0.0%
Value ($000) $31 Shares 1,648 Est. Cost $15.83 Unrealized +2.1%
MPLX MPLX LP 0.0%
Value ($000) $30 Shares 700 Est. Cost $30.00 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $29 Shares 139 Est. Cost $186.95 Unrealized +7.1%
CRM SALESFORCE INC 0.0%
Value ($000) $28 Shares 110 Est. Cost $260.23 Unrealized +1.7%
PLD PROLOGIS INC 0.0%
Value ($000) $28 Shares 249 Est. Cost $108.10 Unrealized -3.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $27 Shares 107 Est. Cost $258.68 Unrealized -1.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $27 Shares 139 Est. Cost $145.50 Unrealized +21.1%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $26 Shares 130 Est. Cost $137.88 Unrealized +37.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $26 Shares 333 Est. Cost $91.68 Unrealized -14.9%
SRE SEMPRA 0.0%
Value ($000) $25 Shares 328 Est. Cost $66.74 Unrealized +4.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $23 Shares 197 Est. Cost $110.22 Unrealized +5.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $23 Shares 176 Est. Cost $233.12 Unrealized -42.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $23 Shares 111 Est. Cost $166.66 Unrealized +25.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $22 Shares 280 Est. Cost $53.57 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $21 Shares 500 Est. Cost $62.30 Unrealized -34.2%
IMTM ISHARES TR 0.0%
Value ($000) $21 Shares 536 Est. Cost $27.47 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $20 Shares 82 Est. Cost $222.04 Unrealized +6.6%
PSX PHILLIPS 66 0.0%
Value ($000) $20 Shares 139 Est. Cost $111.04 Unrealized +25.7%
SMOT VANECK ETF TRUST 0.0%
Value ($000) $18 Shares 563 Est. Cost $28.44 Unrealized
USB US BANKCORP DEL 0.0%
Value ($000) $18 Shares 452 Est. Cost $33.22 Unrealized +13.7%
MTUM ISHARES TR 0.0%
Value ($000) $17 Shares 87 Est. Cost $113.65 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $17 Shares 107 Est. Cost $119.93 Unrealized +22.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $16 Shares 81 Est. Cost $118.34 Unrealized +54.1%
TQQQ PROSHARES TR 0.0%
Value ($000) $16 Shares 219 Est. Cost $40.64 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $15 Shares 217 Est. Cost $71.67 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $14.39 Unrealized -0.7%
O REALTY INCOME CORP 0.0%
Value ($000) $13 Shares 253 Est. Cost $46.58 Unrealized +4.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $13 Shares 180 Est. Cost $53.88 Unrealized +34.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $13 Shares 61 Est. Cost $175.60 Unrealized +4.7%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $13 Shares 200 Est. Cost $81.33 Unrealized -14.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $12 Shares 765 Est. Cost $16.22 Unrealized
FMDE FIDELITY CONVINGTON TRUST 0.0%
Value ($000) $12 Shares 410 Est. Cost $27.31 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $12 Shares 117 Est. Cost $89.59 Unrealized +11.8%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $10 Shares 68 Est. Cost $285.95 Unrealized -40.8%
WALGREENS BOOT ALLIANCE INC 0.0%
Value ($000) $10 Shares 800 Est. Cost $52.50 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $198.87 Unrealized +14.2%
ABT ABBOTT LABS 0.0%
Value ($000) $8 Shares 80 Est. Cost $96.07 Unrealized +7.1%
HPQ HP INC 0.0%
Value ($000) $8 Shares 229 Est. Cost $18.64 Unrealized +59.4%
BLACKROCK INC 0.0%
Value ($000) $8 Shares 10 Est. Cost $723.11 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $8 Shares 324 Est. Cost $24.41 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $8 Shares 599 Est. Cost $13.28 Unrealized -16.2%
RY ROYAL BK CDA SUSTAINABL 0.0%
Value ($000) $7 Shares 67 Est. Cost $94.40 Unrealized +8.9%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $6 Shares 136 Est. Cost $45.86 Unrealized
MRVL MARVELL TECHNOLOGY 0.0%
Value ($000) $5 Shares 74 Est. Cost $45.02 Unrealized +54.8%
ACWX ISHARES TR 0.0%
Value ($000) $5 Shares 93 Est. Cost $45.29 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $5 Shares 24 Est. Cost $177.93 Unrealized -0.9%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $5 Shares 39 Est. Cost $100.93 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $5 Shares 213 Est. Cost $12.51 Unrealized +40.9%
RBRK RUBRIK INC 0.0%
Value ($000) $4 Shares 134 Est. Cost $32.88 Unrealized 0.0%
ACWI ISHARES TR 0.0%
Value ($000) $4 Shares 35 Est. Cost $68.11 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $4 Shares 3 Est. Cost $997.72 Unrealized +13.9%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $15.89 Unrealized +161.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $4 Shares 51 Est. Cost $57.47 Unrealized +17.6%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $4 Shares 7 Est. Cost $498.54 Unrealized +5.8%
CAG CONAGRA BANDS INC 0.0%
Value ($000) $3 Shares 116 Est. Cost $27.40 Unrealized -0.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $3 Shares 398 Est. Cost $13.59 Unrealized -41.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $61.95 Unrealized +32.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $226.15 Unrealized +4.7%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 248 Est. Cost $11.40 Unrealized -10.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $3 Shares 12 Est. Cost $171.65 Unrealized +18.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $136.04 Unrealized +20.2%
CNH CNH INDL N V 0.0%
Value ($000) $2 Shares 167 Est. Cost $11.03 Unrealized -1.2%
WAB WABTEC 0.0%
Value ($000) $2 Shares 12 Est. Cost $79.07 Unrealized +100.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $2 Shares 10 Est. Cost $118.05 Unrealized +40.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $109.98 Unrealized +36.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $180.88 Unrealized +15.7%
PRSU VIAD CORP 0.0%
Value ($000) $1 Shares 42 Est. Cost $50.06 Unrealized -30.0%
OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $1 Shares 8 Est. Cost $295.25 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $115.90 Unrealized +31.8%
LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $643.00 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $52.13 Unrealized +33.3%
KVUE KENVUE INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.99 Unrealized -13.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1 Shares 23 Est. Cost $34.43 Unrealized +7.8%
ALB ALBEMARLE CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $220.65 Unrealized -47.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $13.64 Unrealized +13.4%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.68 Unrealized +11.7%
IJT ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $82.30 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.07 Unrealized +47.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $219.79 Unrealized +4.7%
CELH CELCIUS HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $70.91 Unrealized +6.6%
ISHARES 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 14 Est. Cost $80.89 Unrealized -76.8%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $82.71 Unrealized -15.2%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.27 Unrealized +56.3%
KRNY KEARNY FINL CORP MD 0.0%
Value ($000) $0 Shares 30 Est. Cost $12.34 Unrealized -53.7%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.28 Unrealized +0.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.96 Unrealized -15.6%
PCY INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.65 Unrealized
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.61 Unrealized -0.6%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.00 Unrealized