TruNorth Capital Management, LLC Diversified Active

CIK: 0001639695 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 24, 2024

Total Value ($000): $337,590 (100.0% shares, 0.0% debt)

Holdings (399)

SCHB SCHWAB STRATEGIC TR 26.0%
Value ($000) $87,831 Shares 1,320,363 Est. Cost $61.12 Unrealized
SCHO SCHWAB STRATEGIC TR 9.8%
Value ($000) $33,220 Shares 678,242 Est. Cost $48.27 Unrealized
SCHZ SCHWAB STRATEGIC TR 9.5%
Value ($000) $32,032 Shares 674,065 Est. Cost $46.09 Unrealized
SCHF SCHWAB STRATEGIC TR 9.1%
Value ($000) $30,885 Shares 751,094 Est. Cost $39.11 Unrealized
ITOT ISHARES TR 4.9%
Value ($000) $16,644 Shares 132,496 Est. Cost $115.30 Unrealized
SCHA SCHWAB STRATEGIC TR 4.9%
Value ($000) $16,562 Shares 321,601 Est. Cost $49.25 Unrealized
FNDX SCHWAB STRATEGIC TR 4.1%
Value ($000) $13,785 Shares 192,096 Est. Cost $67.56 Unrealized
SCHE SCHWAB STRATEGIC TR 2.5%
Value ($000) $8,404 Shares 287,989 Est. Cost $25.51 Unrealized
SYK STRYKER CORPORATION 2.1%
Value ($000) $6,960 Shares 19,267 Est. Cost $330.34 Unrealized +3.1%
DFUV DIMENSIONAL ETF TRUST 2.0%
Value ($000) $6,865 Shares 164,662 Est. Cost $40.90 Unrealized
DIAL COLUMBIA ETF TR I 1.7%
Value ($000) $5,653 Shares 305,906 Est. Cost $17.82 Unrealized
SHM SPDR SER TR 1.5%
Value ($000) $4,976 Shares 103,369 Est. Cost $47.45 Unrealized
IEFA ISHARES TR 1.4%
Value ($000) $4,865 Shares 62,333 Est. Cost $74.22 Unrealized
TFI SPDR SER TR 1.2%
Value ($000) $4,170 Shares 89,043 Est. Cost $46.49 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.1%
Value ($000) $3,801 Shares 58,603 Est. Cost $62.34 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $3,759 Shares 13,274 Est. Cost $266.34 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.0%
Value ($000) $3,311 Shares 86,950 Est. Cost $36.75 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $3,032 Shares 5,285 Est. Cost $537.71 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $2,951 Shares 24,300 Est. Cost $117.93 Unrealized +0.1%
DFAT DIMENSIONAL ETF TRUST 0.7%
Value ($000) $2,360 Shares 42,419 Est. Cost $54.43 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $2,290 Shares 9,830 Est. Cost $180.25 Unrealized +23.1%
HDV ISHARES TR 0.6%
Value ($000) $2,174 Shares 18,487 Est. Cost $110.21 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $2,018 Shares 17,258 Est. Cost $110.45 Unrealized
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,740 Shares 22,114 Est. Cost $76.67 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $1,691 Shares 16,701 Est. Cost $97.94 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $1,496 Shares 13,773 Est. Cost $107.68 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,465 Shares 3,404 Est. Cost $403.93 Unrealized +4.7%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,247 Shares 14,758 Est. Cost $80.63 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,128 Shares 41,764 Est. Cost $25.44 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.3%
Value ($000) $1,090 Shares 53,499 Est. Cost $17.30 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,085 Shares 5,403 Est. Cost $184.79 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $1,072 Shares 21,320 Est. Cost $49.19 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $1,066 Shares 10,034 Est. Cost $104.73 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,064 Shares 20,139 Est. Cost $49.54 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,030 Shares 30,026 Est. Cost $31.95 Unrealized
SPYD SPDR SER TR 0.3%
Value ($000) $913 Shares 19,997 Est. Cost $40.71 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $778 Shares 1,349 Est. Cost $527.82 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $714 Shares 12,437 Est. Cost $51.67 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $636 Shares 10,228 Est. Cost $56.98 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $630 Shares 3,117 Est. Cost $199.36 Unrealized +1.5%
SUSA ISHARES TR 0.2%
Value ($000) $594 Shares 4,935 Est. Cost $109.16 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $510 Shares 6,356 Est. Cost $77.73 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $492 Shares 2,968 Est. Cost $147.48 Unrealized +13.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $478 Shares 2,737 Est. Cost $162.86 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $426 Shares 5,295 Est. Cost $75.98 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $387 Shares 6,400 Est. Cost $60.42 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $375 Shares 1,583 Est. Cost $228.75 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $370 Shares 631 Est. Cost $524.45 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $364 Shares 3,349 Est. Cost $100.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $346 Shares 1,565 Est. Cost $172.56 Unrealized +9.5%
AMZN AMAZON COM INC 0.1%
Value ($000) $335 Shares 1,799 Est. Cost $167.28 Unrealized +9.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $330 Shares 1,665 Est. Cost $182.66 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $304 Shares 3,288 Est. Cost $88.42 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $297 Shares 335 Est. Cost $708.66 Unrealized +25.6%
ABBV ABBVIE INC 0.1%
Value ($000) $274 Shares 1,386 Est. Cost $161.99 Unrealized +10.3%
ORCL ORACLE CORP 0.1%
Value ($000) $270 Shares 1,582 Est. Cost $112.35 Unrealized +27.3%
CRBN ISHARES TR 0.1%
Value ($000) $255 Shares 1,300 Est. Cost $179.53 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $254 Shares 4,961 Est. Cost $50.45 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $247 Shares 1,472 Est. Cost $155.91 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $241 Shares 1,600 Est. Cost $168.96 Unrealized -13.1%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $232 Shares 4,705 Est. Cost $48.54 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $225 Shares 461 Est. Cost $444.01 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $211 Shares 1,436 Est. Cost $143.23 Unrealized -2.3%
GOOG ALPHABET INC 0.1%
Value ($000) $205 Shares 1,227 Est. Cost $155.78 Unrealized +8.0%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $199 Shares 2,810 Est. Cost $65.86 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $198 Shares 2,811 Est. Cost $66.26 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $191 Shares 333 Est. Cost $467.21 Unrealized +9.6%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $179 Shares 283 Est. Cost $501.16 Unrealized +11.8%
GSK GSK PLC 0.1%
Value ($000) $175 Shares 4,289 Est. Cost $42.87 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $175 Shares 1,462 Est. Cost $110.94 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $173 Shares 967 Est. Cost $169.37 Unrealized
XOP SPDR SER TR 0.1%
Value ($000) $171 Shares 1,300 Est. Cost $142.25 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $162 Shares 183 Est. Cost $716.08 Unrealized +20.4%
SOXX ISHARES TR 0.0%
Value ($000) $155 Shares 671 Est. Cost $233.43 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $154 Shares 1,818 Est. Cost $62.71 Unrealized +19.4%
ABT ABBOTT LABS 0.0%
Value ($000) $148 Shares 1,300 Est. Cost $103.24 Unrealized +3.7%
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $145 Shares 6,000 Est. Cost $24.15 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $143 Shares 884 Est. Cost $148.16 Unrealized +3.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $143 Shares 469 Est. Cost $260.19 Unrealized +2.5%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $140 Shares 665 Est. Cost $183.16 Unrealized +11.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $136 Shares 295 Est. Cost $418.17 Unrealized +5.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $132 Shares 468 Est. Cost $244.50 Unrealized +13.9%
IWF ISHARES TR 0.0%
Value ($000) $131 Shares 349 Est. Cost $337.05 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $130 Shares 147 Est. Cost $167.28 Unrealized +62.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $128 Shares 517 Est. Cost $224.48 Unrealized +3.8%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $127 Shares 631 Est. Cost $188.50 Unrealized +5.0%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $125 Shares 2,108 Est. Cost $56.17 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $125 Shares 1,000 Est. Cost $101.08 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $119 Shares 1,658 Est. Cost $61.32 Unrealized +7.1%
CENTRAL SECS CORP 0.0%
Value ($000) $119 Shares 2,589 Est. Cost $41.77 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $118 Shares 1,891 Est. Cost $60.27 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $108 Shares 940 Est. Cost $95.79 Unrealized +10.6%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $107 Shares 515 Est. Cost $203.07 Unrealized +0.6%
DHS WISDOMTREE TR 0.0%
Value ($000) $101 Shares 1,072 Est. Cost $86.66 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $99 Shares 450 Est. Cost $196.88 Unrealized -0.2%
SDY SPDR SER TR 0.0%
Value ($000) $98 Shares 692 Est. Cost $134.83 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $96 Shares 556 Est. Cost $157.76 Unrealized +4.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $102.38 Unrealized -11.5%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $96 Shares 1,146 Est. Cost $80.51 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $93 Shares 200 Est. Cost $434.05 Unrealized +10.7%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $92 Shares 310 Est. Cost $252.29 Unrealized +4.3%
AZO AUTOZONE INC 0.0%
Value ($000) $91 Shares 29 Est. Cost $2927.39 Unrealized +4.9%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $91 Shares 173 Est. Cost $480.70 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $88 Shares 1,651 Est. Cost $46.28 Unrealized +1.1%
HD HOME DEPOT INC 0.0%
Value ($000) $83 Shares 204 Est. Cost $339.78 Unrealized +3.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $82 Shares 141 Est. Cost $490.05 Unrealized +11.9%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $82 Shares 1,297 Est. Cost $58.65 Unrealized
MMM 3M CO 0.0%
Value ($000) $81 Shares 596 Est. Cost $105.79 Unrealized +12.6%
OEF ISHARES TR 0.0%
Value ($000) $81 Shares 294 Est. Cost $247.50 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $81 Shares 1,100 Est. Cost $64.99 Unrealized +1.0%
FDX FEDEX CORP 0.0%
Value ($000) $81 Shares 296 Est. Cost $262.72 Unrealized +7.0%
IEI ISHARES TR 0.0%
Value ($000) $80 Shares 670 Est. Cost $119.60 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $79 Shares 2,726 Est. Cost $24.66 Unrealized +8.2%
RTX RTX CORPORATION 0.0%
Value ($000) $79 Shares 648 Est. Cost $101.05 Unrealized +9.9%
IVW ISHARES TR 0.0%
Value ($000) $77 Shares 802 Est. Cost $92.54 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $76 Shares 309 Est. Cost $233.75 Unrealized +0.4%
USMV ISHARES TR 0.0%
Value ($000) $75 Shares 818 Est. Cost $83.96 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $74 Shares 200 Est. Cost $335.88 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $73 Shares 1,300 Est. Cost $56.40 Unrealized -2.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $73 Shares 702 Est. Cost $81.33 Unrealized +21.6%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $73 Shares 554 Est. Cost $116.78 Unrealized +3.0%
IWD ISHARES TR 0.0%
Value ($000) $72 Shares 377 Est. Cost $179.11 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $70 Shares 558 Est. Cost $116.84 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $70 Shares 355 Est. Cost $182.01 Unrealized
DE DEERE & CO 0.0%
Value ($000) $69 Shares 165 Est. Cost $372.54 Unrealized -0.9%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $68 Shares 619 Est. Cost $102.39 Unrealized
AVIV AMERICAN CENTY ETF TR 0.0%
Value ($000) $67 Shares 1,202 Est. Cost $54.08 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $67 Shares 670 Est. Cost $89.95 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $66 Shares 690 Est. Cost $76.07 Unrealized +11.2%
NDAQ NASDAQ INC 0.0%
Value ($000) $66 Shares 900 Est. Cost $56.40 Unrealized +18.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $64 Shares 309 Est. Cost $185.39 Unrealized +1.6%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $64 Shares 1,300 Est. Cost $43.07 Unrealized +7.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $62 Shares 382 Est. Cost $140.36 Unrealized +0.6%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $62 Shares 1,361 Est. Cost $42.12 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $61 Shares 500 Est. Cost $127.57 Unrealized
MATX MATSON INC 0.0%
Value ($000) $60 Shares 422 Est. Cost $121.72 Unrealized +6.2%
C CITIGROUP INC 0.0%
Value ($000) $59 Shares 946 Est. Cost $59.08 Unrealized +0.6%
HLN HALEON PLC 0.0%
Value ($000) $57 Shares 5,362 Est. Cost $8.49 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $57 Shares 145 Est. Cost $331.26 Unrealized +2.2%
MUNI PIMCO ETF TR 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $52.06 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $52 Shares 388 Est. Cost $116.34 Unrealized +4.8%
ADBE ADOBE INC 0.0%
Value ($000) $52 Shares 100 Est. Cost $548.46 Unrealized 0.0%
GDX VANECK ETF TRUST 0.0%
Value ($000) $52 Shares 1,300 Est. Cost $33.93 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $52 Shares 800 Est. Cost $57.96 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $52 Shares 537 Est. Cost $93.71 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $50 Shares 712 Est. Cost $57.06 Unrealized +10.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $50 Shares 1,233 Est. Cost $33.51 Unrealized +6.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $50 Shares 501 Est. Cost $62.67 Unrealized +32.0%
SO SOUTHERN CO 0.0%
Value ($000) $49 Shares 545 Est. Cost $72.53 Unrealized +12.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $49 Shares 197 Est. Cost $237.69 Unrealized -3.3%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $49 Shares 211 Est. Cost $205.16 Unrealized +5.2%
GE GE AEROSPACE 0.0%
Value ($000) $48 Shares 256 Est. Cost $163.06 Unrealized +3.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $48 Shares 200 Est. Cost $227.63 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $48 Shares 600 Est. Cost $87.39 Unrealized -9.4%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $48 Shares 808 Est. Cost $57.83 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $48 Shares 704 Est. Cost $64.22 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $47 Shares 4,220 Est. Cost $14.41 Unrealized -0.3%
V VISA INC 0.0%
Value ($000) $47 Shares 171 Est. Cost $270.48 Unrealized -1.0%
WMT WALMART INC 0.0%
Value ($000) $46 Shares 570 Est. Cost $62.70 Unrealized +15.6%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $45 Shares 1,108 Est. Cost $39.52 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $44 Shares 412 Est. Cost $102.16 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $44 Shares 426 Est. Cost $88.71 Unrealized +6.5%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $44 Shares 1,185 Est. Cost $36.23 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $43 Shares 125 Est. Cost $334.35 Unrealized +0.2%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $43 Shares 1,513 Est. Cost $23.23 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $42 Shares 1,064 Est. Cost $36.36 Unrealized +6.6%
CCK CROWN HLDGS INC 0.0%
Value ($000) $42 Shares 438 Est. Cost $80.08 Unrealized +6.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $42 Shares 305 Est. Cost $126.80 Unrealized -4.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $41 Shares 83 Est. Cost $408.83 Unrealized +16.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $40 Shares 104 Est. Cost $344.20 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $39 Shares 300 Est. Cost $51.32 Unrealized +10.3%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $39 Shares 100 Est. Cost $406.48 Unrealized -7.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $39 Shares 300 Est. Cost $100.88 Unrealized +13.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $38 Shares 857 Est. Cost $38.39 Unrealized 0.0%
IWC ISHARES TR 0.0%
Value ($000) $38 Shares 308 Est. Cost $121.32 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $38 Shares 908 Est. Cost $40.63 Unrealized -7.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $37 Shares 239 Est. Cost $132.98 Unrealized +9.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $36 Shares 557 Est. Cost $51.36 Unrealized +10.2%
ARTY ISHARES TR 0.0%
Value ($000) $36 Shares 1,055 Est. Cost $34.35 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $36 Shares 216 Est. Cost $158.81 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $36 Shares 500 Est. Cost $63.85 Unrealized 0.0%
EWJ ISHARES INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $71.54 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $35 Shares 1,613 Est. Cost $20.48 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $35 Shares 419 Est. Cost $76.36 Unrealized
T AT&T INC 0.0%
Value ($000) $34 Shares 1,540 Est. Cost $18.78 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $33 Shares 261 Est. Cost $95.03 Unrealized +19.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $33 Shares 200 Est. Cost $179.57 Unrealized -8.7%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $32 Shares 400 Est. Cost $68.14 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $32 Shares 1,184 Est. Cost $25.06 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $31 Shares 140 Est. Cost $210.30 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $30 Shares 117 Est. Cost $200.39 Unrealized -1.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $30 Shares 584 Est. Cost $46.17 Unrealized -5.4%
PWR QUANTA SVCS INC 0.0%
Value ($000) $30 Shares 100 Est. Cost $263.91 Unrealized 0.0%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $29 Shares 600 Est. Cost $46.58 Unrealized
TROX TRONOX HOLDINGS PLC 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $14.55 Unrealized -2.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $28 Shares 50 Est. Cost $556.40 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $28 Shares 193 Est. Cost $124.48 Unrealized +10.3%
F FORD MTR CO 0.0%
Value ($000) $28 Shares 2,660 Est. Cost $10.69 Unrealized -2.4%
IJT ISHARES TR 0.0%
Value ($000) $28 Shares 200 Est. Cost $130.73 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $28 Shares 195 Est. Cost $114.08 Unrealized +17.6%
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $28 Shares 2,100 Est. Cost $12.28 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $27 Shares 349 Est. Cost $71.17 Unrealized +1.3%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $26 Shares 367 Est. Cost $65.87 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $26 Shares 2,840 Est. Cost $8.45 Unrealized +9.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $26 Shares 287 Est. Cost $70.30 Unrealized +8.6%
UVE UNIVERSAL INS HLDGS INC 0.0%
Value ($000) $26 Shares 1,155 Est. Cost $19.93 Unrealized +1.3%
EPI WISDOMTREE TR 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.46 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $25 Shares 296 Est. Cost $134.54 Unrealized -21.2%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $25 Shares 255 Est. Cost $86.48 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $25 Shares 391 Est. Cost $48.64 Unrealized +13.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $25 Shares 288 Est. Cost $80.61 Unrealized +1.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $24 Shares 89 Est. Cost $231.71 Unrealized +5.8%
TQQQ PROSHARES TR 0.0%
Value ($000) $24 Shares 330 Est. Cost $61.47 Unrealized
CONSOL ENERGY INC NEW 0.0%
Value ($000) $23 Shares 224 Est. Cost $83.76 Unrealized
ENVA ENOVA INTL INC 0.0%
Value ($000) $23 Shares 276 Est. Cost $61.01 Unrealized +27.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $23 Shares 225 Est. Cost $85.77 Unrealized +8.5%
R RYDER SYS INC 0.0%
Value ($000) $23 Shares 157 Est. Cost $122.53 Unrealized +10.6%
HPQ HP INC 0.0%
Value ($000) $23 Shares 636 Est. Cost $31.98 Unrealized +4.0%
GLW CORNING INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $40.86 Unrealized 0.0%
OUSA ALPS ETF TR 0.0%
Value ($000) $22 Shares 414 Est. Cost $49.44 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $22 Shares 200 Est. Cost $107.47 Unrealized -2.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $21 Shares 419 Est. Cost $39.11 Unrealized +16.4%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $21 Shares 1,036 Est. Cost $17.99 Unrealized +2.2%
INTC INTEL CORP 0.0%
Value ($000) $21 Shares 900 Est. Cost $41.27 Unrealized -39.7%
NEM NEWMONT CORP 0.0%
Value ($000) $21 Shares 392 Est. Cost $48.40 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $21 Shares 119 Est. Cost $164.88 Unrealized +0.4%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $20 Shares 1,315 Est. Cost $10.86 Unrealized +18.1%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $20 Shares 525 Est. Cost $35.47 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $20 Shares 106 Est. Cost $185.60 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $20 Shares 266 Est. Cost $72.64 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $20 Shares 245 Est. Cost $62.58 Unrealized +9.5%
PSX PHILLIPS 66 0.0%
Value ($000) $20 Shares 150 Est. Cost $139.62 Unrealized -8.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $20 Shares 87 Est. Cost $167.99 Unrealized +22.2%
TWLO TWILIO INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $65.86 Unrealized -9.1%
MRK MERCK & CO INC 0.0%
Value ($000) $20 Shares 172 Est. Cost $118.15 Unrealized -4.4%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $19 Shares 330 Est. Cost $52.90 Unrealized -1.2%
CSX CSX CORP 0.0%
Value ($000) $19 Shares 543 Est. Cost $33.14 Unrealized +0.2%
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $19 Shares 212 Est. Cost $107.27 Unrealized -15.9%
AES AES CORP 0.0%
Value ($000) $18 Shares 910 Est. Cost $17.14 Unrealized -4.1%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $18 Shares 228 Est. Cost $77.22 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $18 Shares 500 Est. Cost $34.13 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $18 Shares 76 Est. Cost $210.25 Unrealized +2.4%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $18 Shares 100 Est. Cost $141.32 Unrealized +12.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $18 Shares 500 Est. Cost $32.54 Unrealized -2.2%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $17 Shares 587 Est. Cost $27.92 Unrealized -3.2%
YPF YPF SOCIEDAD ANONIMA 0.0%
Value ($000) $17 Shares 800 Est. Cost $20.12 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $17 Shares 580 Est. Cost $27.19 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $16 Shares 26 Est. Cost $564.96 Unrealized +4.3%
GEV GE VERNOVA INC 0.0%
Value ($000) $16 Shares 63 Est. Cost $175.10 Unrealized +9.4%
DOW DOW INC 0.0%
Value ($000) $16 Shares 291 Est. Cost $51.04 Unrealized -6.1%
KEX KIRBY CORP 0.0%
Value ($000) $16 Shares 128 Est. Cost $113.13 Unrealized +5.4%
TGT TARGET CORP 0.0%
Value ($000) $16 Shares 100 Est. Cost $147.92 Unrealized -4.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $15 Shares 100 Est. Cost $151.69 Unrealized +0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $15 Shares 169 Est. Cost $31.18 Unrealized +5.8%
FE FIRSTENERGY CORP 0.0%
Value ($000) $15 Shares 333 Est. Cost $37.45 Unrealized +6.3%
NKE NIKE INC 0.0%
Value ($000) $15 Shares 166 Est. Cost $95.39 Unrealized -20.3%
PEP PEPSICO INC 0.0%
Value ($000) $14 Shares 85 Est. Cost $162.90 Unrealized 0.0%
MBB ISHARES TR 0.0%
Value ($000) $14 Shares 150 Est. Cost $95.81 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $14 Shares 130 Est. Cost $79.98 Unrealized +17.6%
EXC EXELON CORP 0.0%
Value ($000) $14 Shares 353 Est. Cost $35.08 Unrealized +2.0%
STNG SCORPIO TANKERS INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $81.29 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $14 Shares 100 Est. Cost $132.76 Unrealized 0.0%
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $13 Shares 755 Est. Cost $17.82 Unrealized
USO UNITED STS OIL FD LP 0.0%
Value ($000) $13 Shares 192 Est. Cost $78.73 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 383 Est. Cost $27.81 Unrealized +10.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $13 Shares 122 Est. Cost $93.40 Unrealized -0.4%
RY ROYAL BK CDA 0.0%
Value ($000) $12 Shares 100 Est. Cost $114.81 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $12 Shares 378 Est. Cost $24.57 Unrealized
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.88 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $91.29 Unrealized +20.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $12 Shares 93 Est. Cost $120.99 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $12 Shares 250 Est. Cost $41.31 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $12 Shares 150 Est. Cost $51.93 Unrealized +37.2%
TSLA TESLA INC 0.0%
Value ($000) $12 Shares 45 Est. Cost $195.37 Unrealized +16.7%
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 372 Est. Cost $30.80 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 359 Est. Cost $30.81 Unrealized
EXI ISHARES TR 0.0%
Value ($000) $11 Shares 73 Est. Cost $139.68 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $10 Shares 60 Est. Cost $156.78 Unrealized +0.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $87.64 Unrealized +4.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $157.89 Unrealized +22.2%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $10 Shares 1,100 Est. Cost $7.24 Unrealized +24.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $10 Shares 85 Est. Cost $111.58 Unrealized 0.0%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $10 Shares 368 Est. Cost $24.72 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $10 Shares 12 Est. Cost $970.46 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $10 Shares 73 Est. Cost $162.01 Unrealized -12.1%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $9 Shares 136 Est. Cost $60.47 Unrealized -0.5%
CTVA CORTEVA INC 0.0%
Value ($000) $9 Shares 158 Est. Cost $54.06 Unrealized -0.5%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 35 Est. Cost $242.09 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $9 Shares 100 Est. Cost $81.18 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $9 Shares 96 Est. Cost $82.72 Unrealized +1.2%
ALLY ALLY FINL INC 0.0%
Value ($000) $9 Shares 250 Est. Cost $38.03 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $9 Shares 34 Est. Cost $212.26 Unrealized +0.9%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $9 Shares 157 Est. Cost $41.81 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value ($000) $9 Shares 221 Est. Cost $33.52 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $8 Shares 101 Est. Cost $72.93 Unrealized +8.1%
TLT ISHARES TR 0.0%
Value ($000) $8 Shares 85 Est. Cost $98.11 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $8 Shares 415 Est. Cost $19.89 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $8 Shares 11 Est. Cost $56.38 Unrealized +18.6%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $8 Shares 66 Est. Cost $106.59 Unrealized +3.2%
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 214 Est. Cost $35.15 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $8 Shares 102 Est. Cost $68.83 Unrealized -2.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 85 Est. Cost $87.80 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $7 Shares 83 Est. Cost $82.96 Unrealized
ITERIS INC NEW 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.14 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.17 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 114 Est. Cost $53.66 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 165 Est. Cost $38.53 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 24 Est. Cost $239.75 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.20 Unrealized 0.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 25 Est. Cost $225.00 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $6 Shares 94 Est. Cost $60.32 Unrealized
KNDI KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $6 Shares 2,923 Est. Cost $2.20 Unrealized -17.5%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $6 Shares 102 Est. Cost $59.02 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6 Shares 142 Est. Cost $45.94 Unrealized -7.1%
PMT PENNYMAC MTG INVT TR 0.0%
Value ($000) $6 Shares 415 Est. Cost $14.26 Unrealized
TEN TSAKOS ENERGY NAVIGATION LTD 0.0%
Value ($000) $6 Shares 235 Est. Cost $28.07 Unrealized -9.5%
CRM SALESFORCE INC 0.0%
Value ($000) $6 Shares 21 Est. Cost $285.15 Unrealized -11.0%
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $6 Shares 198 Est. Cost $28.46 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $5 Shares 6 Est. Cost $164.40 Unrealized 0.0%
EBND SPDR SER TR 0.0%
Value ($000) $5 Shares 252 Est. Cost $21.27 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $5 Shares 85 Est. Cost $62.11 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $5 Shares 60 Est. Cost $75.98 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $5 Shares 165 Est. Cost $31.39 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 49 Est. Cost $83.21 Unrealized +16.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $174.81 Unrealized -13.1%
ALEX ALEXANDER & BALDWIN INC NEW 0.0%
Value ($000) $5 Shares 264 Est. Cost $19.20 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 19 Est. Cost $235.79 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 4 Est. Cost $72.38 Unrealized +1.5%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $5 Shares 199 Est. Cost $23.61 Unrealized +3.3%
AROC ARCHROCK INC 0.0%
Value ($000) $4 Shares 219 Est. Cost $18.67 Unrealized +3.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $377.87 Unrealized +23.2%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 16 Est. Cost $260.75 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $489.86 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $85.38 Unrealized +8.7%
TSN TYSON FOODS INC 0.0%
Value ($000) $4 Shares 68 Est. Cost $51.35 Unrealized +13.3%
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $4 Shares 201 Est. Cost $20.11 Unrealized -8.3%
BLACKROCK INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $949.50 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $181.33 Unrealized 0.0%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 78 Est. Cost $46.91 Unrealized
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $3 Shares 866 Est. Cost $3.92 Unrealized 0.0%
EUFN ISHARES TR 0.0%
Value ($000) $3 Shares 135 Est. Cost $22.74 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $3 Shares 94 Est. Cost $36.87 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $3 Shares 19 Est. Cost $136.05 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $3 Shares 75 Est. Cost $47.65 Unrealized -26.4%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.24 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $3 Shares 25 Est. Cost $118.05 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $74.72 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $157.74 Unrealized +6.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.86 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $3 Shares 83 Est. Cost $24.79 Unrealized +16.2%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $3 Shares 41 Est. Cost $59.11 Unrealized 0.0%
BTG B2GOLD CORP 0.0%
Value ($000) $3 Shares 840 Est. Cost $2.57 Unrealized +8.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $82.83 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $3 Shares 56 Est. Cost $45.68 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $710.77 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $2 Shares 103 Est. Cost $19.64 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 259 Est. Cost $21.69 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $145.34 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.61 Unrealized -1.4%
FTNT FORTINET INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $66.57 Unrealized +2.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.46 Unrealized +9.5%
ADEA ADEIA INC 0.0%
Value ($000) $2 Shares 152 Est. Cost $11.35 Unrealized 0.0%
LFVN LIFEVANTAGE CORP 0.0%
Value ($000) $2 Shares 143 Est. Cost $6.32 Unrealized +31.1%
BA BOEING CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $197.61 Unrealized -13.2%
NOV NOV INC 0.0%
Value ($000) $1 Shares 85 Est. Cost $17.75 Unrealized 0.0%
CTLP CANTALOUPE INC 0.0%
Value ($000) $1 Shares 165 Est. Cost $6.87 Unrealized 0.0%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $31.06 Unrealized 0.0%
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $1 Shares 371 Est. Cost $3.31 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $10.86 Unrealized -0.4%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 8 Est. Cost $119.50 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.41 Unrealized -2.8%
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $1 Shares 170 Est. Cost $5.80 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 3 Est. Cost $286.67 Unrealized
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $20.65 Unrealized -7.8%
WAB WABTEC 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.73 Unrealized +1.4%
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.44 Unrealized -21.1%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $13.67 Unrealized 0.0%
ZOMDF ZOMEDICA CORP 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $0.14 Unrealized +0.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $98.66 Unrealized +14.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $200.17 Unrealized +8.4%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $0 Shares 60 Est. Cost $6.03 Unrealized
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $14.23 Unrealized -7.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $9.64 Unrealized -18.9%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.80 Unrealized -8.9%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.02 Unrealized +8.9%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $8.96 Unrealized -6.1%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.79 Unrealized +10.0%
COR CENCORA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $228.58 Unrealized +0.5%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $47.13 Unrealized +30.2%
HSY HERSHEY CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $183.90 Unrealized +1.2%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $7.21 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.07 Unrealized +3.5%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.51 Unrealized +7.2%
ENVIVA INC 0.0%
Value ($000) $0 Shares 310 Est. Cost $0.44 Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.03 Unrealized +0.2%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.36 Unrealized +3.2%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.13 Unrealized -22.2%
SKLZ SKILLZ INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.14 Unrealized +0.6%
CRIS CURIS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.75 Unrealized -47.7%