TruNorth Capital Management, LLC Diversified Active

CIK: 0001639695 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 4, 2025

Total Value ($000): $365,875 (100.0% shares, 0.0% debt)

Holdings (374)

SCHB SCHWAB STRATEGIC TR 24.9%
Value ($000) $90,975 Shares 4,007,691 Est. Cost $35.36 Unrealized
SCHO SCHWAB STRATEGIC TR 10.5%
Value ($000) $38,325 Shares 1,592,885 Est. Cost $34.37 Unrealized
SCHF SCHWAB STRATEGIC TR 8.7%
Value ($000) $31,928 Shares 1,725,859 Est. Cost $27.47 Unrealized
SCHZ SCHWAB STRATEGIC TR 7.1%
Value ($000) $25,892 Shares 1,140,638 Est. Cost $36.52 Unrealized
DFCF DIMENSIONAL ETF TRUST 4.9%
Value ($000) $18,039 Shares 437,087 Est. Cost $41.27 Unrealized
SCHA SCHWAB STRATEGIC TR 4.8%
Value ($000) $17,735 Shares 685,790 Est. Cost $36.83 Unrealized
ITOT ISHARES TR 4.6%
Value ($000) $16,839 Shares 130,918 Est. Cost $115.30 Unrealized
FNDX SCHWAB STRATEGIC TR 4.3%
Value ($000) $15,568 Shares 657,445 Est. Cost $36.50 Unrealized
DFGP DIMENSIONAL ETF TRUST 2.7%
Value ($000) $10,051 Shares 190,255 Est. Cost $52.83 Unrealized
SCHE SCHWAB STRATEGIC TR 2.4%
Value ($000) $8,753 Shares 328,697 Est. Cost $25.65 Unrealized
SYK STRYKER CORPORATION 2.0%
Value ($000) $7,202 Shares 20,004 Est. Cost $331.66 Unrealized +10.4%
DFUV DIMENSIONAL ETF TRUST 1.8%
Value ($000) $6,738 Shares 164,674 Est. Cost $40.90 Unrealized
SHM SPDR SER TR 1.3%
Value ($000) $4,785 Shares 100,972 Est. Cost $47.45 Unrealized
IEFA ISHARES TR 1.2%
Value ($000) $4,378 Shares 62,293 Est. Cost $74.22 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $3,847 Shares 13,275 Est. Cost $266.34 Unrealized
TFI SPDR SER TR 1.0%
Value ($000) $3,821 Shares 83,751 Est. Cost $46.49 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.0%
Value ($000) $3,789 Shares 58,215 Est. Cost $62.34 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $3,619 Shares 14,451 Est. Cost $197.60 Unrealized +18.7%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $3,371 Shares 25,100 Est. Cost $118.56 Unrealized +16.2%
DFIV DIMENSIONAL ETF TRUST 0.8%
Value ($000) $3,017 Shares 85,029 Est. Cost $36.75 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $2,851 Shares 4,864 Est. Cost $537.71 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,361 Shares 42,419 Est. Cost $54.43 Unrealized
HDV ISHARES TR 0.6%
Value ($000) $2,075 Shares 18,487 Est. Cost $110.21 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $1,949 Shares 16,920 Est. Cost $110.45 Unrealized
MUB ISHARES TR 0.5%
Value ($000) $1,784 Shares 16,746 Est. Cost $107.48 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,342 Shares 3,184 Est. Cost $403.93 Unrealized +4.6%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,210 Shares 44,280 Est. Cost $45.09 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,209 Shares 15,652 Est. Cost $76.67 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.3%
Value ($000) $1,077 Shares 53,499 Est. Cost $17.30 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,067 Shares 5,382 Est. Cost $184.79 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $1,062 Shares 10,065 Est. Cost $104.73 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,054 Shares 10,879 Est. Cost $97.94 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $986 Shares 28,519 Est. Cost $31.95 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $963 Shares 20,139 Est. Cost $49.54 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.3%
Value ($000) $963 Shares 38,726 Est. Cost $25.44 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $865 Shares 19,997 Est. Cost $40.71 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $794 Shares 1,349 Est. Cost $527.82 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $652 Shares 10,228 Est. Cost $56.98 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $649 Shares 12,437 Est. Cost $51.67 Unrealized
SUSA ISHARES TR 0.2%
Value ($000) $600 Shares 4,935 Est. Cost $109.16 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $550 Shares 2,908 Est. Cost $147.48 Unrealized +18.1%
SDY SPDR SER TR 0.1%
Value ($000) $518 Shares 3,921 Est. Cost $132.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $509 Shares 1,122 Est. Cost $450.28 Unrealized +2.5%
HYG ISHARES TR 0.1%
Value ($000) $498 Shares 6,332 Est. Cost $77.73 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $463 Shares 2,737 Est. Cost $162.86 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $414 Shares 15,885 Est. Cost $42.71 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $414 Shares 2,400 Est. Cost $168.78 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $394 Shares 1,798 Est. Cost $167.28 Unrealized +22.3%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $392 Shares 631 Est. Cost $524.45 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $384 Shares 2,362 Est. Cost $199.36 Unrealized -10.1%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $379 Shares 1,576 Est. Cost $228.75 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $369 Shares 3,349 Est. Cost $100.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $344 Shares 1,565 Est. Cost $172.56 Unrealized +25.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $326 Shares 1,665 Est. Cost $182.66 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $311 Shares 1,600 Est. Cost $194.61 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $307 Shares 601 Est. Cost $459.67 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $307 Shares 3,288 Est. Cost $88.42 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $264 Shares 1,582 Est. Cost $112.35 Unrealized +56.5%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $263 Shares 5,241 Est. Cost $50.43 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $259 Shares 335 Est. Cost $708.66 Unrealized +15.9%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $252 Shares 2,143 Est. Cost $113.02 Unrealized
CRBN ISHARES TR 0.1%
Value ($000) $252 Shares 1,300 Est. Cost $179.53 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $246 Shares 1,386 Est. Cost $161.99 Unrealized +9.5%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $238 Shares 1,472 Est. Cost $155.91 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $230 Shares 1,206 Est. Cost $155.78 Unrealized +12.8%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $228 Shares 4,705 Est. Cost $48.54 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $219 Shares 2,000 Est. Cost $102.74 Unrealized +6.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $208 Shares 1,436 Est. Cost $143.23 Unrealized +1.6%
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $198 Shares 4,000 Est. Cost $49.46 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $196 Shares 8,433 Est. Cost $37.59 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $195 Shares 333 Est. Cost $467.21 Unrealized +25.2%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $195 Shares 812 Est. Cost $191.28 Unrealized +19.2%
NUE NUCOR CORP 0.1%
Value ($000) $187 Shares 1,600 Est. Cost $168.96 Unrealized -16.6%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $183 Shares 2,810 Est. Cost $65.86 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $182 Shares 6,846 Est. Cost $24.93 Unrealized +0.7%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $180 Shares 283 Est. Cost $501.16 Unrealized +30.7%
XOP SPDR SER TR 0.0%
Value ($000) $172 Shares 1,300 Est. Cost $142.25 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $169 Shares 967 Est. Cost $169.37 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $167 Shares 182 Est. Cost $716.08 Unrealized +28.8%
ASAN ASANA INC 0.0%
Value ($000) $163 Shares 8,026 Est. Cost $15.83 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $163 Shares 147 Est. Cost $167.28 Unrealized +142.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $162 Shares 819 Est. Cost $196.06 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $153 Shares 6,500 Est. Cost $24.11 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $147 Shares 1,300 Est. Cost $103.24 Unrealized +9.8%
GSK GSK PLC 0.0%
Value ($000) $145 Shares 4,289 Est. Cost $42.87 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $145 Shares 671 Est. Cost $233.43 Unrealized
FDIQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $143 Shares 2,400 Est. Cost $59.79 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $140 Shares 349 Est. Cost $337.05 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $134 Shares 463 Est. Cost $260.19 Unrealized +11.5%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $133 Shares 468 Est. Cost $244.50 Unrealized +17.8%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $128 Shares 884 Est. Cost $148.16 Unrealized +1.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $127 Shares 1,768 Est. Cost $62.71 Unrealized +19.6%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $125 Shares 2,108 Est. Cost $56.17 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $124 Shares 1,117 Est. Cost $102.50 Unrealized +1.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $121 Shares 517 Est. Cost $224.48 Unrealized +10.7%
CENTRAL SECS CORP 0.0%
Value ($000) $118 Shares 2,589 Est. Cost $41.77 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $105 Shares 450 Est. Cost $196.88 Unrealized +11.6%
XHB SPDR SER TR 0.0%
Value ($000) $105 Shares 1,000 Est. Cost $101.08 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $103 Shares 1,658 Est. Cost $61.32 Unrealized +2.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $101 Shares 940 Est. Cost $95.79 Unrealized +13.6%
DHS WISDOMTREE TR 0.0%
Value ($000) $100 Shares 1,072 Est. Cost $86.66 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $98 Shares 1,651 Est. Cost $46.28 Unrealized +19.6%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $94 Shares 466 Est. Cost $188.50 Unrealized +8.4%
AZO AUTOZONE INC 0.0%
Value ($000) $93 Shares 29 Est. Cost $2927.39 Unrealized +8.2%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $93 Shares 172 Est. Cost $480.70 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $91 Shares 1,300 Est. Cost $56.40 Unrealized +18.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $91 Shares 540 Est. Cost $157.76 Unrealized +5.1%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $90 Shares 1,200 Est. Cost $77.36 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $90 Shares 310 Est. Cost $252.29 Unrealized +20.5%
IJH ISHARES TR 0.0%
Value ($000) $88 Shares 1,410 Est. Cost $60.27 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $87 Shares 430 Est. Cost $203.07 Unrealized +4.0%
OEF ISHARES TR 0.0%
Value ($000) $85 Shares 294 Est. Cost $247.50 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $84 Shares 722 Est. Cost $102.81 Unrealized +15.0%
FDX FEDEX CORP 0.0%
Value ($000) $83 Shares 296 Est. Cost $262.72 Unrealized +3.4%
IVW ISHARES TR 0.0%
Value ($000) $81 Shares 802 Est. Cost $92.54 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $81 Shares 200 Est. Cost $434.05 Unrealized +6.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $77 Shares 200 Est. Cost $335.88 Unrealized +15.3%
MMM 3M CO 0.0%
Value ($000) $77 Shares 596 Est. Cost $105.79 Unrealized +21.4%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $74 Shares 1,297 Est. Cost $58.65 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $73 Shares 619 Est. Cost $102.39 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $73 Shares 818 Est. Cost $83.96 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $70 Shares 1,100 Est. Cost $64.99 Unrealized -1.4%
DE DEERE & CO 0.0%
Value ($000) $70 Shares 165 Est. Cost $372.54 Unrealized +11.1%
IWD ISHARES TR 0.0%
Value ($000) $70 Shares 377 Est. Cost $179.11 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $70 Shares 900 Est. Cost $56.40 Unrealized +35.2%
WMT WALMART INC 0.0%
Value ($000) $69 Shares 766 Est. Cost $68.61 Unrealized +25.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $68 Shares 134 Est. Cost $490.05 Unrealized +12.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $68 Shares 300 Est. Cost $185.39 Unrealized +9.8%
IVE ISHARES TR 0.0%
Value ($000) $68 Shares 355 Est. Cost $182.01 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $67 Shares 295 Est. Cost $233.75 Unrealized -1.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 1,361 Est. Cost $42.12 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $65 Shares 690 Est. Cost $76.07 Unrealized +22.7%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $64 Shares 558 Est. Cost $116.84 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $64 Shares 700 Est. Cost $81.33 Unrealized +14.4%
AVIV AMERICAN CENTY ETF TR 0.0%
Value ($000) $62 Shares 1,202 Est. Cost $54.08 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $61 Shares 554 Est. Cost $116.78 Unrealized +0.5%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $61 Shares 500 Est. Cost $127.57 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $58 Shares 564 Est. Cost $102.09 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $57 Shares 501 Est. Cost $62.67 Unrealized +89.1%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $55 Shares 197 Est. Cost $237.69 Unrealized +14.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $54 Shares 388 Est. Cost $116.34 Unrealized +18.0%
V VISA INC 0.0%
Value ($000) $54 Shares 170 Est. Cost $270.48 Unrealized +10.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $53 Shares 3,975 Est. Cost $14.41 Unrealized -20.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $53 Shares 145 Est. Cost $331.26 Unrealized +15.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $52 Shares 1,233 Est. Cost $33.51 Unrealized +17.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $52 Shares 210 Est. Cost $205.16 Unrealized +19.0%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $52 Shares 537 Est. Cost $93.71 Unrealized
MUNI PIMCO ETF TR 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $52.06 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $51 Shares 5,362 Est. Cost $8.49 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $49 Shares 2,112 Est. Cost $36.86 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $48 Shares 298 Est. Cost $140.36 Unrealized +12.1%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $48 Shares 1,616 Est. Cost $43.77 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $48 Shares 83 Est. Cost $408.83 Unrealized +33.3%
CMS CMS ENERGY CORP 0.0%
Value ($000) $47 Shares 712 Est. Cost $57.06 Unrealized +16.6%
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $47 Shares 800 Est. Cost $57.96 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $47 Shares 1,064 Est. Cost $36.36 Unrealized +17.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $45 Shares 600 Est. Cost $60.64 Unrealized +15.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $45 Shares 200 Est. Cost $227.63 Unrealized -1.1%
IJS ISHARES TR 0.0%
Value ($000) $45 Shares 413 Est. Cost $102.16 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $45 Shares 545 Est. Cost $72.53 Unrealized +16.5%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $45 Shares 1,108 Est. Cost $39.52 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $44 Shares 100 Est. Cost $548.46 Unrealized -9.7%
HD HOME DEPOT INC 0.0%
Value ($000) $44 Shares 114 Est. Cost $339.78 Unrealized +16.9%
GDX VANECK ETF TRUST 0.0%
Value ($000) $44 Shares 1,300 Est. Cost $33.93 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $43 Shares 100 Est. Cost $406.48 Unrealized -4.7%
T AT&T INC 0.0%
Value ($000) $43 Shares 1,902 Est. Cost $19.30 Unrealized +11.5%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $43 Shares 104 Est. Cost $344.20 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $41 Shares 581 Est. Cost $59.08 Unrealized +10.7%
IWC ISHARES TR 0.0%
Value ($000) $40 Shares 308 Est. Cost $121.32 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $39 Shares 1,185 Est. Cost $36.23 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $39 Shares 1,055 Est. Cost $34.35 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $38 Shares 500 Est. Cost $63.85 Unrealized +18.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $38 Shares 426 Est. Cost $88.71 Unrealized +6.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $38 Shares 557 Est. Cost $51.36 Unrealized +25.4%
DTE DTE ENERGY CO 0.0%
Value ($000) $36 Shares 300 Est. Cost $100.88 Unrealized +17.4%
CCK CROWN HLDGS INC 0.0%
Value ($000) $36 Shares 438 Est. Cost $80.08 Unrealized +12.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $36 Shares 239 Est. Cost $132.98 Unrealized +14.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $36 Shares 285 Est. Cost $126.80 Unrealized -3.5%
IWN ISHARES TR 0.0%
Value ($000) $35 Shares 216 Est. Cost $158.81 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $35 Shares 125 Est. Cost $334.35 Unrealized -6.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $34 Shares 1,513 Est. Cost $23.23 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $34 Shares 600 Est. Cost $87.39 Unrealized -24.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $34 Shares 908 Est. Cost $40.63 Unrealized -1.6%
YPF YPF SOCIEDAD ANONIMA 0.0%
Value ($000) $34 Shares 800 Est. Cost $20.12 Unrealized
MATX MATSON INC 0.0%
Value ($000) $34 Shares 252 Est. Cost $121.72 Unrealized +17.8%
EWJ ISHARES INC 0.0%
Value ($000) $34 Shares 500 Est. Cost $71.54 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $34 Shares 800 Est. Cost $43.07 Unrealized +0.4%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $33 Shares 1,613 Est. Cost $20.48 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $33 Shares 419 Est. Cost $76.36 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $33 Shares 582 Est. Cost $46.17 Unrealized +13.9%
WELL WELLTOWER INC 0.0%
Value ($000) $33 Shares 261 Est. Cost $95.03 Unrealized +35.4%
TWLO TWILIO INC 0.0%
Value ($000) $32 Shares 300 Est. Cost $65.86 Unrealized +38.8%
IYC ISHARES TR 0.0%
Value ($000) $32 Shares 330 Est. Cost $96.14 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $32 Shares 100 Est. Cost $263.91 Unrealized +21.7%
MRK MERCK & CO INC 0.0%
Value ($000) $31 Shares 316 Est. Cost $109.29 Unrealized -9.7%
IWM ISHARES TR 0.0%
Value ($000) $31 Shares 140 Est. Cost $210.30 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 400 Est. Cost $68.14 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $29 Shares 1,184 Est. Cost $25.06 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $29 Shares 160 Est. Cost $170.68 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $29 Shares 171 Est. Cost $163.06 Unrealized +8.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $28 Shares 200 Est. Cost $179.57 Unrealized -17.1%
F FORD MTR CO 0.0%
Value ($000) $27 Shares 2,760 Est. Cost $10.66 Unrealized -7.4%
IJT ISHARES TR 0.0%
Value ($000) $27 Shares 200 Est. Cost $130.73 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $27 Shares 349 Est. Cost $71.17 Unrealized +3.9%
ENVA ENOVA INTL INC 0.0%
Value ($000) $26 Shares 276 Est. Cost $61.01 Unrealized +56.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $26 Shares 89 Est. Cost $231.71 Unrealized +22.4%
TQQQ PROSHARES TR 0.0%
Value ($000) $26 Shares 332 Est. Cost $61.47 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $26 Shares 117 Est. Cost $200.39 Unrealized +23.6%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $26 Shares 367 Est. Cost $65.87 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $26 Shares 600 Est. Cost $46.58 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $26 Shares 195 Est. Cost $114.08 Unrealized +14.1%
EMR EMERSON ELEC CO 0.0%
Value ($000) $25 Shares 200 Est. Cost $107.47 Unrealized +10.7%
R RYDER SYS INC 0.0%
Value ($000) $25 Shares 157 Est. Cost $122.53 Unrealized +27.5%
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $24 Shares 2,100 Est. Cost $12.28 Unrealized
GLW CORNING INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $40.86 Unrealized +13.4%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $23 Shares 100 Est. Cost $141.32 Unrealized +54.4%
COWZ PACER FDS TR 0.0%
Value ($000) $23 Shares 404 Est. Cost $56.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $23 Shares 40 Est. Cost $556.40 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $23 Shares 500 Est. Cost $50.46 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $22 Shares 296 Est. Cost $134.54 Unrealized -42.9%
OUSA ALPS ETF TR 0.0%
Value ($000) $22 Shares 415 Est. Cost $49.44 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $22 Shares 419 Est. Cost $39.11 Unrealized +24.8%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $22 Shares 270 Est. Cost $80.51 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $22 Shares 189 Est. Cost $135.99 Unrealized -10.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $22 Shares 315 Est. Cost $65.20 Unrealized +14.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $21 Shares 532 Est. Cost $38.39 Unrealized +2.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $21 Shares 62 Est. Cost $332.51 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $21 Shares 413 Est. Cost $51.01 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $21 Shares 391 Est. Cost $48.64 Unrealized +12.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $21 Shares 288 Est. Cost $80.61 Unrealized -5.2%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $21 Shares 500 Est. Cost $34.13 Unrealized +15.5%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $20 Shares 119 Est. Cost $164.88 Unrealized +7.1%
TROX TRONOX HOLDINGS PLC 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $14.55 Unrealized -16.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $20 Shares 330 Est. Cost $58.33 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $20 Shares 330 Est. Cost $52.90 Unrealized +11.5%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $19 Shares 269 Est. Cost $72.63 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $19 Shares 900 Est. Cost $17.99 Unrealized +13.6%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $19 Shares 87 Est. Cost $167.99 Unrealized +28.7%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $19 Shares 587 Est. Cost $27.92 Unrealized +7.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $18 Shares 100 Est. Cost $151.69 Unrealized +14.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $18 Shares 76 Est. Cost $210.25 Unrealized +16.5%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $18 Shares 106 Est. Cost $185.60 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $18 Shares 45 Est. Cost $195.37 Unrealized +64.7%
BGC BGC GROUP INC 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $8.45 Unrealized +12.9%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $18 Shares 231 Est. Cost $77.24 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 525 Est. Cost $35.47 Unrealized
CSX CSX CORP 0.0%
Value ($000) $18 Shares 543 Est. Cost $33.14 Unrealized +1.6%
PEN PENUMBRA INC 0.0%
Value ($000) $17 Shares 70 Est. Cost $227.37 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $31.98 Unrealized +6.9%
INTC INTEL CORP 0.0%
Value ($000) $16 Shares 800 Est. Cost $41.27 Unrealized -45.4%
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $15 Shares 580 Est. Cost $27.19 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $15 Shares 500 Est. Cost $32.54 Unrealized -5.8%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $51.93 Unrealized +76.7%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $15 Shares 192 Est. Cost $78.73 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $14 Shares 383 Est. Cost $27.81 Unrealized +25.2%
AVGO BROADCOM INC 0.0%
Value ($000) $14 Shares 60 Est. Cost $156.78 Unrealized +16.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 156 Est. Cost $86.48 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $14 Shares 42 Est. Cost $175.10 Unrealized +78.1%
MBB ISHARES TR 0.0%
Value ($000) $14 Shares 150 Est. Cost $95.81 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $14 Shares 100 Est. Cost $147.92 Unrealized -7.6%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $13 Shares 130 Est. Cost $79.98 Unrealized +31.1%
EXC EXELON CORP 0.0%
Value ($000) $13 Shares 353 Est. Cost $35.08 Unrealized +6.2%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $13 Shares 105 Est. Cost $124.48 Unrealized +5.5%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $13 Shares 200 Est. Cost $51.88 Unrealized +18.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $13 Shares 137 Est. Cost $85.77 Unrealized +8.6%
NKE NIKE INC 0.0%
Value ($000) $13 Shares 166 Est. Cost $95.39 Unrealized -19.8%
IHI ISHARES TR 0.0%
Value ($000) $12 Shares 208 Est. Cost $58.35 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $12 Shares 100 Est. Cost $114.81 Unrealized +7.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $91.29 Unrealized +32.1%
CONSOL ENERGY INC NEW 0.0%
Value ($000) $12 Shares 112 Est. Cost $83.76 Unrealized
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $12 Shares 927 Est. Cost $10.86 Unrealized +34.8%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $12 Shares 93 Est. Cost $120.99 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $12 Shares 100 Est. Cost $132.76 Unrealized -9.5%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $12 Shares 46 Est. Cost $253.70 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 372 Est. Cost $30.80 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $11 Shares 122 Est. Cost $93.40 Unrealized +5.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $11 Shares 148 Est. Cost $31.18 Unrealized +8.5%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 359 Est. Cost $30.81 Unrealized
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $10 Shares 378 Est. Cost $29.14 Unrealized 0.0%
EXI ISHARES TR 0.0%
Value ($000) $10 Shares 73 Est. Cost $139.68 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $10 Shares 1,100 Est. Cost $7.24 Unrealized +36.2%
STNG SCORPIO TANKERS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $81.29 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $10 Shares 65 Est. Cost $162.90 Unrealized -3.9%
NFLX NETFLIX INC 0.0%
Value ($000) $10 Shares 11 Est. Cost $56.38 Unrealized +46.0%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $10 Shares 100 Est. Cost $81.18 Unrealized +12.2%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $9 Shares 368 Est. Cost $24.72 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 35 Est. Cost $242.09 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $9 Shares 101 Est. Cost $72.93 Unrealized +20.7%
CTVA CORTEVA INC 0.0%
Value ($000) $9 Shares 158 Est. Cost $54.06 Unrealized +8.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 65 Est. Cost $135.90 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $9 Shares 132 Est. Cost $60.47 Unrealized +15.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $87.64 Unrealized +8.2%
FE FIRSTENERGY CORP 0.0%
Value ($000) $9 Shares 216 Est. Cost $37.45 Unrealized +6.7%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $9 Shares 73 Est. Cost $162.01 Unrealized -27.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $8 Shares 85 Est. Cost $103.32 Unrealized -1.0%
UVE UNIVERSAL INS HLDGS INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $19.93 Unrealized +5.0%
AES AES CORP 0.0%
Value ($000) $8 Shares 624 Est. Cost $17.14 Unrealized -18.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $8 Shares 92 Est. Cost $70.30 Unrealized +21.3%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 114 Est. Cost $53.66 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $7 Shares 200 Est. Cost $48.40 Unrealized -7.8%
SLYV SPDR SER TR 0.0%
Value ($000) $7 Shares 83 Est. Cost $82.96 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $7 Shares 30 Est. Cost $212.26 Unrealized +9.3%
AROC ARCHROCK INC 0.0%
Value ($000) $7 Shares 284 Est. Cost $19.48 Unrealized +14.0%
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 214 Est. Cost $35.15 Unrealized
DOW DOW INC 0.0%
Value ($000) $7 Shares 165 Est. Cost $51.04 Unrealized -15.9%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 24 Est. Cost $239.75 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $6 Shares 184 Est. Cost $23.61 Unrealized +23.3%
NOW SERVICENOW INC 0.0%
Value ($000) $6 Shares 6 Est. Cost $164.40 Unrealized +23.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $564.96 Unrealized -3.1%
SMH VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 25 Est. Cost $225.00 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.83 Unrealized -7.6%
CCI CROWN CASTLE INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $98.11 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $71.17 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 165 Est. Cost $38.53 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $6 Shares 95 Est. Cost $60.31 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $5 Shares 198 Est. Cost $28.46 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $285.15 Unrealized +11.1%
EBND SPDR SER TR 0.0%
Value ($000) $5 Shares 252 Est. Cost $21.27 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 19 Est. Cost $235.79 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $5 Shares 60 Est. Cost $75.98 Unrealized +3.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $377.87 Unrealized +37.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $55.20 Unrealized -2.8%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 16 Est. Cost $260.75 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $4 Shares 56 Est. Cost $82.72 Unrealized +2.6%
BLK BLACKROCK INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $991.05 Unrealized 0.0%
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $4 Shares 201 Est. Cost $20.11 Unrealized -3.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $489.86 Unrealized +2.7%
TSN TYSON FOODS INC 0.0%
Value ($000) $4 Shares 68 Est. Cost $51.35 Unrealized +13.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $85.38 Unrealized +16.5%
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $4 Shares 47 Est. Cost $107.27 Unrealized -15.0%
MS MORGAN STANLEY 0.0%
Value ($000) $4 Shares 30 Est. Cost $83.21 Unrealized +43.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $174.81 Unrealized -17.7%
KNDI KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $4 Shares 2,923 Est. Cost $2.20 Unrealized -40.9%
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $3 Shares 96 Est. Cost $36.86 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 90 Est. Cost $45.94 Unrealized -11.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $173.33 Unrealized +9.0%
EUFN ISHARES TR 0.0%
Value ($000) $3 Shares 135 Est. Cost $22.74 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3 Shares 78 Est. Cost $46.91 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $3 Shares 56 Est. Cost $45.68 Unrealized +13.3%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.86 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.24 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $3 Shares 83 Est. Cost $24.79 Unrealized +26.0%
KEX KIRBY CORP 0.0%
Value ($000) $3 Shares 24 Est. Cost $113.13 Unrealized +6.5%
LFVN LIFEVANTAGE CORP 0.0%
Value ($000) $3 Shares 143 Est. Cost $6.32 Unrealized +122.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.46 Unrealized +51.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 259 Est. Cost $21.69 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 190 Est. Cost $11.27 Unrealized +3.3%
FTNT FORTINET INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $66.57 Unrealized +33.6%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $2 Shares 21 Est. Cost $106.59 Unrealized +5.4%
ROST ROSS STORES INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $145.34 Unrealized -0.2%
URI UNITED RENTALS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $710.77 Unrealized +13.2%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.08 Unrealized
EMBJ EMBRAER S.A. 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.68 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $2 Shares 65 Est. Cost $27.66 Unrealized 0.0%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $2 Shares 75 Est. Cost $47.65 Unrealized -42.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $1 Shares 2 Est. Cost $970.46 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 124 Est. Cost $9.40 Unrealized -1.1%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 3 Est. Cost $286.67 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 8 Est. Cost $119.50 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $44.61 Unrealized 0.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $13.67 Unrealized +13.7%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $20.65 Unrealized -4.8%
ZOMDF ZOMEDICA CORP 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $0.14 Unrealized -10.0%
WAB WABTEC 0.0%
Value ($000) $0 Shares 2 Est. Cost $160.73 Unrealized +19.8%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $20.41 Unrealized +14.9%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.02 Unrealized +22.2%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $7.21 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $0 Shares 60 Est. Cost $6.03 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $47.13 Unrealized +32.3%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.80 Unrealized -52.6%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.96 Unrealized -7.4%
XCHANGE TEC.INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $0.87 Unrealized
SKLZ SKILLZ INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.14 Unrealized -13.1%
CRIS CURIS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.75 Unrealized -60.1%