CLEAR INVESTMENT RESEARCH, LLC Diversified Active

CIK: 0001635523 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 11, 2025

Total Value ($000): $77,699 (100.0% shares, 0.0% debt)

Holdings (225)

IVV ISHARES TR 11.5%
Value ($000) $8,959 Shares 15,218 Est. Cost $320.37 Unrealized
EDV VANGUARD WORLD FD 8.6%
Value ($000) $6,659 Shares 98,336 Est. Cost $79.30 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 7.6%
Value ($000) $5,919 Shares 217,926 Est. Cost $22.22 Unrealized +30.1%
AAPL APPLE INC 4.8%
Value ($000) $3,733 Shares 14,908 Est. Cost $122.63 Unrealized +91.2%
FBND FIDELITY MERRIMACK STR TR 4.7%
Value ($000) $3,630 Shares 80,911 Est. Cost $46.18 Unrealized
SCHX SCWAB STRATEGIC TR 3.6%
Value ($000) $2,774 Shares 119,652 Est. Cost $35.28 Unrealized
IJH ISHARES TR 3.5%
Value ($000) $2,718 Shares 43,620 Est. Cost $84.26 Unrealized
IEFA ISHARES TR 3.5%
Value ($000) $2,702 Shares 38,445 Est. Cost $59.86 Unrealized
EEMV ISHARES 3.0%
Value ($000) $2,323 Shares 4,004 Est. Cost $64.06 Unrealized
LLY LILLY ELI & CO 2.7%
Value ($000) $2,060 Shares 2,668 Est. Cost $101.00 Unrealized +713.0%
SCHO SCWAB STRATEGIC TR 2.4%
Value ($000) $1,874 Shares 77,869 Est. Cost $25.94 Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $1,712 Shares 4,061 Est. Cost $253.36 Unrealized +66.7%
ANGL VANECK VECTORS ETF TR 2.0%
Value ($000) $1,580 Shares 55,120 Est. Cost $29.86 Unrealized
IJR ISHARES TR 2.0%
Value ($000) $1,573 Shares 13,656 Est. Cost $89.23 Unrealized
IVE ISHARES TR 1.9%
Value ($000) $1,443 Shares 7,557 Est. Cost $102.85 Unrealized
IVW ISHARES TR 1.6%
Value ($000) $1,232 Shares 12,138 Est. Cost $78.57 Unrealized
SCHM SCWAB STRATEGIC TR 1.4%
Value ($000) $1,125 Shares 40,613 Est. Cost $29.12 Unrealized
SCHP SCWAB STRATEGIC TR 1.4%
Value ($000) $1,095 Shares 42,377 Est. Cost $38.63 Unrealized
TLT ISHARES TR 1.2%
Value ($000) $962 Shares 11,010 Est. Cost $98.51 Unrealized
NVDA NVIDIA CORP 1.2%
Value ($000) $937 Shares 6,976 Est. Cost $91.40 Unrealized +50.7%
SPMD SPDR SER TR 1.2%
Value ($000) $918 Shares 16,785 Est. Cost $49.35 Unrealized
FBCG FIDELITY COVINGTON TRUST 1.2%
Value ($000) $918 Shares 19,839 Est. Cost $39.60 Unrealized
SCHG SCWAB STRATEGIC TR 1.0%
Value ($000) $789 Shares 28,307 Est. Cost $39.37 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $769 Shares 16,076 Est. Cost $47.90 Unrealized
BAC BANK AMER CORP 1.0%
Value ($000) $766 Shares 17,438 Est. Cost $20.68 Unrealized +107.1%
IEMG ISHARES INC 0.9%
Value ($000) $736 Shares 14,084 Est. Cost $51.94 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $703 Shares 3,205 Est. Cost $115.68 Unrealized +76.8%
TIP ISHARES TR 0.8%
Value ($000) $652 Shares 6,114 Est. Cost $112.36 Unrealized
SCHA SCWAB STRATEGIC TR 0.8%
Value ($000) $602 Shares 23,280 Est. Cost $41.06 Unrealized
SCHV SCWAB STRATEGIC TR 0.7%
Value ($000) $542 Shares 20,761 Est. Cost $34.56 Unrealized
STIP ISHARES TR 0.7%
Value ($000) $517 Shares 5,141 Est. Cost $105.08 Unrealized
HYG ISHARES TR 0.7%
Value ($000) $511 Shares 6,495 Est. Cost $83.96 Unrealized
SCHF SCWAB STRATEGIC TR 0.6%
Value ($000) $505 Shares 27,276 Est. Cost $15.16 Unrealized
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $477 Shares 5,353 Est. Cost $82.34 Unrealized
IWO ISHARES TR 0.6%
Value ($000) $446 Shares 1,549 Est. Cost $170.55 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $437 Shares 2,307 Est. Cost $114.51 Unrealized +52.1%
BRK/B BERSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $422 Shares 931 Est. Cost $279.46 Unrealized +65.2%
DLTR DOLLAR TREE INC 0.5%
Value ($000) $390 Shares 5,200 Est. Cost $108.70 Unrealized -36.8%
IWN ISHARES TR 0.5%
Value ($000) $384 Shares 2,340 Est. Cost $113.81 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $356 Shares 3,672 Est. Cost $104.82 Unrealized
R RYDER SYS INC 0.4%
Value ($000) $335 Shares 2,136 Est. Cost $69.22 Unrealized +125.8%
DGRO ISHARES TR 0.4%
Value ($000) $332 Shares 5,418 Est. Cost $46.34 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $325 Shares 4,844 Est. Cost $35.15 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.4%
Value ($000) $322 Shares 11,029 Est. Cost $27.88 Unrealized
QUAL ISHARES TR 0.4%
Value ($000) $315 Shares 1,767 Est. Cost $90.71 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $307 Shares 600 Est. Cost $377.56 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $289 Shares 493 Est. Cost $467.02 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $272 Shares 1,879 Est. Cost $137.07 Unrealized +9.1%
LOW LOWES COS INC 0.3%
Value ($000) $247 Shares 1,000 Est. Cost $179.51 Unrealized +45.7%
WMT WALMART INC 0.3%
Value ($000) $231 Shares 2,559 Est. Cost $55.43 Unrealized +54.8%
IYR ISHARES TR 0.3%
Value ($000) $214 Shares 2,301 Est. Cost $81.63 Unrealized
IXUS ISHARES TR 0.3%
Value ($000) $210 Shares 3,179 Est. Cost $61.39 Unrealized
LDUR PIMCO ETF TR 0.3%
Value ($000) $206 Shares 2,165 Est. Cost $98.85 Unrealized
IAU ISHARES GOLD TR 0.3%
Value ($000) $204 Shares 4,122 Est. Cost $32.95 Unrealized
PG PROCTOR AND GAMBLE CO 0.3%
Value ($000) $200 Shares 1,190 Est. Cost $99.78 Unrealized +66.1%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $192 Shares 2,734 Est. Cost $39.37 Unrealized +69.3%
SPYD SPDR SER TR 0.2%
Value ($000) $174 Shares 4,032 Est. Cost $38.58 Unrealized
DJP BARCLAYS BK PLC 0.2%
Value ($000) $172 Shares 5,374 Est. Cost $25.20 Unrealized
SCHH SCWAB STRATEGIC TR 0.2%
Value ($000) $171 Shares 8,117 Est. Cost $17.44 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $165 Shares 1,530 Est. Cost $88.15 Unrealized +27.5%
SO SOUTHERN CO 0.2%
Value ($000) $159 Shares 1,931 Est. Cost $45.05 Unrealized +87.6%
LRGF ISHARES TR 0.2%
Value ($000) $155 Shares 2,571 Est. Cost $28.74 Unrealized
IMCV ISHARES TR 0.2%
Value ($000) $149 Shares 2,010 Est. Cost $58.91 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $148 Shares 638 Est. Cost $153.51 Unrealized +19.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $148 Shares 303 Est. Cost $439.41 Unrealized +20.0%
SCHD SCWAB STRATEGIC TR 0.2%
Value ($000) $142 Shares 5,188 Est. Cost $43.22 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $140 Shares 2,300 Est. Cost $59.87 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $134 Shares 331 Est. Cost $218.87 Unrealized +47.0%
USO UNITED STS OIL FD LP 0.2%
Value ($000) $132 Shares 1,746 Est. Cost $71.31 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $125 Shares 1,405 Est. Cost $110.66 Unrealized
SPYV SPDR SER TR 0.2%
Value ($000) $120 Shares 2,356 Est. Cost $52.87 Unrealized
SPYG SPDR SER TR 0.2%
Value ($000) $117 Shares 1,328 Est. Cost $82.94 Unrealized
CVS CVS HEALTH GROUP 0.1%
Value ($000) $110 Shares 2,451 Est. Cost $70.72 Unrealized -24.1%
SPLV INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $110 Shares 1,567 Est. Cost $52.05 Unrealized
SCHE SCWAB STRATEGIC TR 0.1%
Value ($000) $104 Shares 3,888 Est. Cost $25.31 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $103 Shares 1,855 Est. Cost $40.40 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $103 Shares 257 Est. Cost $265.99 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $103 Shares 476 Est. Cost $284.60 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $102 Shares 2,360 Est. Cost $40.89 Unrealized +3.5%
SLV ISHARES TR 0.1%
Value ($000) $99 Shares 3,767 Est. Cost $14.91 Unrealized
JHMM JOHN HANCOCK EXCHAGE TRADED 0.1%
Value ($000) $96 Shares 1,613 Est. Cost $49.97 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $93 Shares 1,955 Est. Cost $51.12 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $93 Shares 1,232 Est. Cost $58.25 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $93 Shares 238 Est. Cost $216.49 Unrealized +83.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $90 Shares 555 Est. Cost $49.71 Unrealized +260.4%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $86 Shares 1,107 Est. Cost $77.39 Unrealized
TQQQ PROSHARES TR 0.1%
Value ($000) $83 Shares 1,054 Est. Cost $68.92 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $81 Shares 91 Est. Cost $52.19 Unrealized +57.7%
BBY BEST BUY INC 0.1%
Value ($000) $77 Shares 900 Est. Cost $94.95 Unrealized -9.6%
IWM ISHARES TR 0.1%
Value ($000) $75 Shares 340 Est. Cost $186.92 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $75 Shares 250 Est. Cost $45.52 Unrealized +538.7%
META META PLATFORMS INC 0.1%
Value ($000) $71 Shares 121 Est. Cost $349.66 Unrealized +67.2%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $71 Shares 878 Est. Cost $116.41 Unrealized -27.9%
TBLL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $67 Shares 632 Est. Cost $105.95 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $65 Shares 539 Est. Cost $94.53 Unrealized +52.2%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $64 Shares 1,875 Est. Cost $36.39 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $63 Shares 2,391 Est. Cost $32.53 Unrealized -22.8%
HDV ISHARES TR 0.1%
Value ($000) $62 Shares 551 Est. Cost $81.71 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.1%
Value ($000) $62 Shares 1,769 Est. Cost $31.16 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $61 Shares 125 Est. Cost $172.73 Unrealized +202.6%
KO COCA COLA CO 0.1%
Value ($000) $59 Shares 949 Est. Cost $56.37 Unrealized +11.9%
FPXI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $56 Shares 1,186 Est. Cost $56.08 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $55 Shares 1,486 Est. Cost $31.99 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $51 Shares 55 Est. Cost $872.95 Unrealized +5.7%
GE GE AEROSPACE 0.1%
Value ($000) $50 Shares 300 Est. Cost $52.68 Unrealized +236.3%
ORCL ORACLE CORP 0.1%
Value ($000) $49 Shares 294 Est. Cost $78.88 Unrealized +122.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $48 Shares 600 Est. Cost $80.78 Unrealized +3.8%
PEP PEPSICO INC 0.1%
Value ($000) $48 Shares 314 Est. Cost $156.20 Unrealized +0.2%
V VISA INC 0.1%
Value ($000) $47 Shares 149 Est. Cost $193.71 Unrealized +54.0%
GOOG ALPHABET INC 0.1%
Value ($000) $47 Shares 245 Est. Cost $117.09 Unrealized +50.0%
SCHC SCWAB STRATEGIC TR 0.1%
Value ($000) $46 Shares 1,348 Est. Cost $33.91 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $45 Shares 253 Est. Cost $135.72 Unrealized +30.7%
CRM SALESFORCE INC 0.1%
Value ($000) $43 Shares 128 Est. Cost $259.29 Unrealized +22.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $42 Shares 82 Est. Cost $488.11 Unrealized +13.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $41 Shares 286 Est. Cost $141.39 Unrealized +2.9%
ETN EATON CORP PLC 0.1%
Value ($000) $41 Shares 122 Est. Cost $215.55 Unrealized +61.0%
USMV ISHARES TR 0.1%
Value ($000) $39 Shares 437 Est. Cost $71.22 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $38 Shares 132 Est. Cost $258.81 Unrealized +17.5%
T AT&T 0.0%
Value ($000) $37 Shares 1,648 Est. Cost $15.83 Unrealized +35.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $36 Shares 105 Est. Cost $284.07 Unrealized +17.1%
IGOV ISHARES TR 0.0%
Value ($000) $36 Shares 933 Est. Cost $73.94 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $36 Shares 359 Est. Cost $96.81 Unrealized +2.0%
MPLX MPLX LP 0.0%
Value ($000) $34 Shares 700 Est. Cost $30.00 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $33 Shares 1,355 Est. Cost $23.52 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $33 Shares 138 Est. Cost $141.77 Unrealized +60.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $32 Shares 542 Est. Cost $64.31 Unrealized -1.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $31 Shares 107 Est. Cost $258.68 Unrealized +12.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $30 Shares 331 Est. Cost $91.68 Unrealized +2.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $30 Shares 139 Est. Cost $186.95 Unrealized +16.5%
ADBE ADOBE INC 0.0%
Value ($000) $29 Shares 66 Est. Cost $520.70 Unrealized -4.9%
SRE SEMPRA 0.0%
Value ($000) $29 Shares 328 Est. Cost $66.74 Unrealized +26.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $28 Shares 500 Est. Cost $62.30 Unrealized -15.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $28 Shares 197 Est. Cost $110.22 Unrealized +24.6%
PLD PROLOGIS INC 0.0%
Value ($000) $28 Shares 260 Est. Cost $108.20 Unrealized +1.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $27 Shares 111 Est. Cost $166.66 Unrealized +46.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $26 Shares 139 Est. Cost $145.50 Unrealized +32.8%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $24 Shares 82 Est. Cost $222.04 Unrealized +29.7%
USB US BANKCORP DEL 0.0%
Value ($000) $22 Shares 452 Est. Cost $33.22 Unrealized +40.4%
IMTM ISHARES TR 0.0%
Value ($000) $21 Shares 562 Est. Cost $27.98 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $21 Shares 107 Est. Cost $119.93 Unrealized +57.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $21 Shares 107 Est. Cost $185.22 Unrealized +2.0%
SMOT VANECK ETF TRUST 0.0%
Value ($000) $20 Shares 571 Est. Cost $28.51 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $18 Shares 280 Est. Cost $53.57 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $18 Shares 87 Est. Cost $113.65 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $16 Shares 139 Est. Cost $111.04 Unrealized +9.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $16 Shares 102 Est. Cost $129.21 Unrealized +23.5%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $16 Shares 795 Est. Cost $16.28 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $15 Shares 217 Est. Cost $71.67 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $15 Shares 128 Est. Cost $92.06 Unrealized +28.5%
MRVL MARVELL TECHNOLOGY 0.0%
Value ($000) $14 Shares 126 Est. Cost $55.54 Unrealized +66.5%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $14 Shares 200 Est. Cost $81.33 Unrealized -4.0%
FMDE FIDELITY CONVINGTON TRUST 0.0%
Value ($000) $14 Shares 413 Est. Cost $27.31 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $14 Shares 253 Est. Cost $46.58 Unrealized +17.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $13 Shares 176 Est. Cost $233.12 Unrealized -67.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $13 Shares 180 Est. Cost $53.88 Unrealized +37.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $13 Shares 58 Est. Cost $175.60 Unrealized +15.9%
ECL ECOLAB INC 0.0%
Value ($000) $10 Shares 43 Est. Cost $204.08 Unrealized +20.3%
BLK BLACKROCK INC 0.0%
Value ($000) $9 Shares 9 Est. Cost $991.05 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $9 Shares 80 Est. Cost $96.07 Unrealized +18.0%
RBRK RUBRIK INC 0.0%
Value ($000) $9 Shares 134 Est. Cost $32.88 Unrealized +50.2%
RY ROYAL BK CDA 0.0%
Value ($000) $8 Shares 67 Est. Cost $94.40 Unrealized +30.8%
FLBL FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $8 Shares 325 Est. Cost $24.41 Unrealized
HPQ HP INC 0.0%
Value ($000) $8 Shares 233 Est. Cost $18.64 Unrealized +83.5%
WALGREENS BOOT ALLIANCE INC 0.0%
Value ($000) $7 Shares 800 Est. Cost $52.50 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $6 Shares 103 Est. Cost $56.53 Unrealized -1.5%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 125 Est. Cost $159.82 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $6 Shares 137 Est. Cost $45.86 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $5 Shares 94 Est. Cost $45.36 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $5 Shares 38 Est. Cost $100.93 Unrealized
NEAR ISHARES US ETF TR 0.0%
Value ($000) $5 Shares 95 Est. Cost $39.30 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $5 Shares 30 Est. Cost $182.01 Unrealized +9.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $5 Shares 216 Est. Cost $12.51 Unrealized +63.4%
ACWI ISHARES TR 0.0%
Value ($000) $4 Shares 36 Est. Cost $69.50 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $265.38 Unrealized +23.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 398 Est. Cost $13.59 Unrealized -31.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $57.81 Unrealized +29.8%
NTNX NUTANIX INC 0.0%
Value ($000) $4 Shares 61 Est. Cost $54.94 Unrealized +19.0%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $15.89 Unrealized +149.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $142.89 Unrealized +56.4%
CAG CONAGRA BANDS INC 0.0%
Value ($000) $3 Shares 118 Est. Cost $27.40 Unrealized -3.5%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 248 Est. Cost $11.40 Unrealized +2.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $226.15 Unrealized +13.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $3 Shares 14 Est. Cost $177.28 Unrealized +19.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $2 Shares 29 Est. Cost $119.07 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.77 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $2 Shares 12 Est. Cost $79.07 Unrealized +143.5%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $62.27 Unrealized +16.6%
NOW SERVICENOW INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $164.40 Unrealized +23.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $62.88 Unrealized +13.6%
CNH CNH INDL N V 0.0%
Value ($000) $2 Shares 167 Est. Cost $11.03 Unrealized +1.2%
NET CLOUDFLARE INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $80.39 Unrealized +21.5%
PRSU VIAD CORP 0.0%
Value ($000) $2 Shares 42 Est. Cost $50.06 Unrealized -17.6%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $46.53 Unrealized -19.7%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $260.36 Unrealized +1.0%
MRNA MODERNA INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $91.81 Unrealized -47.9%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $180.88 Unrealized +29.7%
OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $1 Shares 8 Est. Cost $295.25 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $112.73 Unrealized +4.4%
VST VISTRA CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $137.88 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.97 Unrealized +3.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.43 Unrealized +12.9%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.98 Unrealized 0.0%
MSTR MICROSTRAGEY INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $300.91 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $13.64 Unrealized +71.6%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $213.30 Unrealized +19.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $502.22 Unrealized +28.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $33.07 Unrealized +76.4%
IJT ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $82.30 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.68 Unrealized +10.7%
W WAYFAIR INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $48.17 Unrealized -2.1%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $247.76 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $220.65 Unrealized -55.9%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.90 Unrealized +16.2%
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 -73.9%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.27 Unrealized +90.3%
KRNY KEARNY FINL CORP MD 0.0%
Value ($000) $0 Shares 30 Est. Cost $12.34 Unrealized -39.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $82.71 Unrealized -16.7%
CELH CELCIUS HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $66.78 Unrealized -55.6%
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.96 Unrealized -17.2%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.28 Unrealized -21.1%
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 +3.8%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized