First PREMIER Bank Diversified Active

CIK: 0001653926 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 12, 2024

Total Value ($000): $378 (100.0% shares, 0.0% debt)

Holdings (499)

VTI VANGUARD TOTAL STOCK MARKET ETF 8.0%
Value ($000) $30 Shares 116,989 Est. Cost $164.48 Unrealized
VTV VANGUARD VALUE ETF 5.3%
Value ($000) $20 Shares 122,735 Est. Cost $118.22 Unrealized
AAPL APPLE COMPUTER INC 4.2%
Value ($000) $16 Shares 92,374 Est. Cost $88.35 Unrealized +104.0%
PHDG INVESCO S&P 500 DOWNSIDE HEDGED ETF 3.6%
Value ($000) $14 Shares 368,670 Est. Cost $34.77 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 2.5%
Value ($000) $10 Shares 18,355 Est. Cost $249.95 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $9 Shares 22,527 Est. Cost $108.64 Unrealized +267.5%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $8 Shares 51,098 Est. Cost $61.15 Unrealized +145.1%
UNP UNION PACIFIC CORP 2.1%
Value ($000) $8 Shares 32,580 Est. Cost $75.64 Unrealized +211.5%
MA MASTERCARD INC CL A 1.9%
Value ($000) $7 Shares 14,667 Est. Cost $116.67 Unrealized +287.9%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $7 Shares 43,874 Est. Cost $82.02 Unrealized +83.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.8%
Value ($000) $7 Shares 16,157 Est. Cost $180.79 Unrealized +117.6%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.7%
Value ($000) $7 Shares 53,985 Est. Cost $54.58 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 1.7%
Value ($000) $6 Shares 97,583 Est. Cost $56.53 Unrealized
SO SOUTHERN CO 1.7%
Value ($000) $6 Shares 89,255 Est. Cost $30.19 Unrealized +114.4%
DUK DUKE ENERGY CORP 1.6%
Value ($000) $6 Shares 64,082 Est. Cost $47.93 Unrealized +84.5%
VEU VANGUARD FTSE ALL WORLD EX US ETF 1.6%
Value ($000) $6 Shares 103,856 Est. Cost $44.14 Unrealized
VO VANGUARD MID-CAP ETF 1.6%
Value ($000) $6 Shares 23,843 Est. Cost $140.42 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.5%
Value ($000) $6 Shares 113,936 Est. Cost $32.69 Unrealized
VB VANGUARD SMALL-CAP ETF 1.5%
Value ($000) $6 Shares 24,967 Est. Cost $162.96 Unrealized
VHT VANGUARD HEALTH CARE ETF 1.4%
Value ($000) $5 Shares 20,020 Est. Cost $185.16 Unrealized
JPM J.P.MORGAN CHASE & CO 1.4%
Value ($000) $5 Shares 26,666 Est. Cost $76.60 Unrealized +126.7%
NWE NORTHWESTERN ENERGY GROUP 1.3%
Value ($000) $5 Shares 99,082 Est. Cost $36.76 Unrealized +20.8%
VUG VANGUARD GROWTH INDEX ETF 1.2%
Value ($000) $5 Shares 13,624 Est. Cost $122.63 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $5 Shares 26,777 Est. Cost $78.97 Unrealized +99.2%
MCD MCDONALD'S CORP 1.2%
Value ($000) $5 Shares 16,488 Est. Cost $98.75 Unrealized +181.5%
XEL XCEL ENERGY INC 1.1%
Value ($000) $4 Shares 79,202 Est. Cost $28.39 Unrealized +87.9%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 1.1%
Value ($000) $4 Shares 60,487 Est. Cost $29.73 Unrealized +93.8%
USB US BANCORP 1.1%
Value ($000) $4 Shares 89,180 Est. Cost $33.10 Unrealized +16.7%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND ETF 1.0%
Value ($000) $4 Shares 57,166 Est. Cost $0.07 Unrealized
PGX INVESCO PREFERRED ETF 1.0%
Value ($000) $4 Shares 325,881 Est. Cost $12.20 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $4 Shares 27,872 Est. Cost $42.30 Unrealized +173.7%
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 0.9%
Value ($000) $3 Shares 121,885 Est. Cost $32.75 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.9%
Value ($000) $3 Shares 58,034 Est. Cost $0.06 Unrealized
RTX RTX CORPORATION 0.9%
Value ($000) $3 Shares 34,226 Est. Cost $54.61 Unrealized +59.0%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $3 Shares 13,161 Est. Cost $78.42 Unrealized +198.7%
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $3 Shares 28,681 Est. Cost $44.19 Unrealized +124.9%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.8%
Value ($000) $3 Shares 76,911 Est. Cost $26.23 Unrealized
CSX CSX CORP 0.8%
Value ($000) $3 Shares 82,312 Est. Cost $24.63 Unrealized +44.0%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.8%
Value ($000) $3 Shares 60,028 Est. Cost $0.05 Unrealized
KO COCA-COLA CO 0.8%
Value ($000) $3 Shares 48,058 Est. Cost $35.93 Unrealized +57.8%
VOO VANGUARD 500 INDEX FUND ETF 0.7%
Value ($000) $3 Shares 5,899 Est. Cost $197.93 Unrealized
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $3 Shares 39,190 Est. Cost $35.89 Unrealized +92.0%
AMGN AMGEN INC 0.7%
Value ($000) $3 Shares 9,614 Est. Cost $135.44 Unrealized +103.8%
AMZN AMAZON.COM INC 0.7%
Value ($000) $3 Shares 14,975 Est. Cost $119.27 Unrealized +40.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.7%
Value ($000) $3 Shares 15,684 Est. Cost $97.58 Unrealized
WM WASTE MANAGEMENT INC 0.7%
Value ($000) $3 Shares 11,953 Est. Cost $47.13 Unrealized +305.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.7%
Value ($000) $3 Shares 13,781 Est. Cost $64.92 Unrealized
ECL ECOLAB INC 0.6%
Value ($000) $2 Shares 10,426 Est. Cost $175.85 Unrealized +18.2%
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 0.6%
Value ($000) $2 Shares 27,744 Est. Cost $81.02 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $2 Shares 31,906 Est. Cost $65.87 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $2 Shares 76,639 Est. Cost $21.76 Unrealized +13.3%
NXTG FIRST TRUST INDXX NEXT G ETF 0.5%
Value ($000) $2 Shares 25,423 Est. Cost $59.72 Unrealized
EVRG EVERGY INC 0.5%
Value ($000) $2 Shares 36,908 Est. Cost $40.19 Unrealized +17.2%
BRK/A BERKSHIRE HATHAWAY INC 0.5%
Value ($000) $2 Shares 3 Est. Cost $262373.40 Unrealized +126.4%
JEPI JP MORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $2 Shares 32,484 Est. Cost $33.36 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $2 Shares 3,346 Est. Cost $75.67 Unrealized
WMT WALMART INC 0.5%
Value ($000) $2 Shares 29,157 Est. Cost $44.36 Unrealized +26.3%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $2 Shares 3,209 Est. Cost $377.75 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $2 Shares 1,715 Est. Cost $17.42 Unrealized +315.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $2 Shares 36,517 Est. Cost $33.24 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.4%
Value ($000) $1 Shares 16,989 Est. Cost $50.85 Unrealized
ES EVERSOURCE ENERGY NPV 0.4%
Value ($000) $1 Shares 24,306 Est. Cost $37.83 Unrealized +38.9%
BKH BLACK HILLS CORP 0.3%
Value ($000) $1 Shares 24,241 Est. Cost $34.42 Unrealized +38.7%
ABBV ABBVIE INC 0.3%
Value ($000) $1 Shares 7,220 Est. Cost $69.54 Unrealized +133.0%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $1 Shares 2,858 Est. Cost $243.68 Unrealized
AMLP ALERIAN MLP-ETF 0.3%
Value ($000) $1 Shares 26,562 Est. Cost $24.68 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.3%
Value ($000) $1 Shares 16,321 Est. Cost $71.74 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1 Shares 32,335 Est. Cost $27.33 Unrealized +20.0%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.3%
Value ($000) $1 Shares 12,194 Est. Cost $90.99 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.3%
Value ($000) $1 Shares 25,333 Est. Cost $44.21 Unrealized
USFR WISDOMTREE FLOATING RATE FUND 0.3%
Value ($000) $1 Shares 23,794 Est. Cost $0.05 Unrealized
LAMR LAMAR ADVERTISING CO CLASS A 0.3%
Value ($000) $1 Shares 9,951 Est. Cost $72.06 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.3%
Value ($000) $1 Shares 5,374 Est. Cost $124.83 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $1 Shares 2,800 Est. Cost $275.48 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1 Shares 25,189 Est. Cost $32.29 Unrealized +36.4%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $1 Shares 6,997 Est. Cost $78.01 Unrealized +78.2%
QCOM QUALCOMM INC 0.3%
Value ($000) $1 Shares 6,484 Est. Cost $55.08 Unrealized +169.7%
CVS CVS/CAREMARK CORPORATION 0.3%
Value ($000) $1 Shares 13,319 Est. Cost $59.02 Unrealized +20.0%
ROUS LATTICE STRATEGIES TRUST HARTFORD MULTIFACTOR US EQUITY ETF 0.3%
Value ($000) $1 Shares 21,560 Est. Cost $31.55 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $1 Shares 10,765 Est. Cost $51.63 Unrealized +71.6%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $1 Shares 47,502 Est. Cost $16.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1 Shares 2,045 Est. Cost $287.42 Unrealized +44.7%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $1 Shares 7,956 Est. Cost $40.20 Unrealized +175.6%
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF 0.2%
Value ($000) $1 Shares 30,700 Est. Cost $28.25 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $1 Shares 8,238 Est. Cost $74.25 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $1 Shares 14,323 Est. Cost $40.78 Unrealized +22.9%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.2%
Value ($000) $1 Shares 7,260 Est. Cost $57.76 Unrealized
MDU MDU RESOURCES GROUP 0.2%
Value ($000) $1 Shares 31,757 Est. Cost $6.07 Unrealized +80.8%
BX BLACKSTONE INC 0.2%
Value ($000) $1 Shares 6,000 Est. Cost $39.22 Unrealized +202.6%
V VISA INC CLASS A 0.2%
Value ($000) $1 Shares 2,789 Est. Cost $193.69 Unrealized +40.6%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.2%
Value ($000) $1 Shares 17,710 Est. Cost $39.27 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1 Shares 15,082 Est. Cost $33.49 Unrealized +41.0%
GE GE AEROSPACE 0.2%
Value ($000) $1 Shares 4,257 Est. Cost $47.56 Unrealized +144.8%
C CITIGROUP INC 0.2%
Value ($000) $1 Shares 11,664 Est. Cost $40.94 Unrealized +28.3%
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $1 Shares 4,854 Est. Cost $73.41 Unrealized +79.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.2%
Value ($000) $1 Shares 6,509 Est. Cost $55.25 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1 Shares 9,505 Est. Cost $54.19 Unrealized +32.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1 Shares 16,353 Est. Cost $32.26 Unrealized +11.4%
BIZD VANECK VECTORS BDC INCOME ETF 0.2%
Value ($000) $1 Shares 37,744 Est. Cost $10.57 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1 Shares 5,441 Est. Cost $58.61 Unrealized +67.4%
PAYX PAYCHEX INC 0.2%
Value ($000) $1 Shares 4,992 Est. Cost $42.30 Unrealized +171.0%
SYY SYSCO CORP 0.2%
Value ($000) $1 Shares 7,342 Est. Cost $38.03 Unrealized +96.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 10,330 Est. Cost $47.52 Unrealized -2.8%
ENB ENBRIDGE, INC. 0.1%
Value ($000) $1 Shares 15,277 Est. Cost $24.61 Unrealized +28.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1 Shares 6,330 Est. Cost $68.97 Unrealized +16.9%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $1 Shares 2,115 Est. Cost $124.16 Unrealized +91.5%
TRI-CONTINENTAL CORPORATION ETF 0.1%
Value ($000) $1 Shares 16,574 Est. Cost $34.09 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $0 Shares 7,443 Est. Cost $25.29 Unrealized +127.7%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $0 Shares 7,965 Est. Cost $42.99 Unrealized
DAKT DAKTRONICS INC 0.1%
Value ($000) $0 Shares 47,880 Est. Cost $6.14 Unrealized +35.8%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $0 Shares 5,482 Est. Cost $55.97 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $0 Shares 556 Est. Cost $233.53 Unrealized +200.8%
CME CME GROUP INC COM 0.1%
Value ($000) $0 Shares 1,981 Est. Cost $81.78 Unrealized +141.2%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $0 Shares 1,734 Est. Cost $173.03 Unrealized
XLV SPDR HEALTH CARE SELECT SECTOR ETF 0.1%
Value ($000) $0 Shares 2,715 Est. Cost $119.68 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $0 Shares 1,832 Est. Cost $97.27 Unrealized
ALRS ALERUS FINANCIAL CORP 0.1%
Value ($000) $0 Shares 17,036 Est. Cost $16.34 Unrealized +24.3%
CLX CLOROX CO 0.1%
Value ($000) $0 Shares 2,393 Est. Cost $119.17 Unrealized +17.6%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $0 Shares 1,750 Est. Cost $143.18 Unrealized +26.2%
IAU ISHARES GOLD TRUST ETF 0.1%
Value ($000) $0 Shares 8,113 Est. Cost $34.32 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $0 Shares 9,034 Est. Cost $35.83 Unrealized -8.5%
CMI CUMMINS INC (EX. CUMMINS ENGINE INC) 0.1%
Value ($000) $0 Shares 1,118 Est. Cost $101.54 Unrealized +143.8%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $0 Shares 2,431 Est. Cost $88.44 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $0 Shares 1,680 Est. Cost $118.24 Unrealized
ON ON SEMI CONDUCTOR CORP 0.1%
Value ($000) $0 Shares 4,071 Est. Cost $20.59 Unrealized +271.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 795 Est. Cost $179.97 Unrealized +72.8%
BA BOEING CO 0.1%
Value ($000) $0 Shares 1,411 Est. Cost $159.02 Unrealized +29.2%
KNF KNIFE RIVER HOLDING COMPANY 0.1%
Value ($000) $0 Shares 3,349 Est. Cost $44.43 Unrealized +57.9%
ASML ASML HOLDING NV ADR REP CORP COMMON 0.1%
Value ($000) $0 Shares 273 Est. Cost $0.73 Unrealized
WY WEYERHAEUSER CO. 0.1%
Value ($000) $0 Shares 7,326 Est. Cost $22.58 Unrealized +41.4%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $0 Shares 345 Est. Cost $478.70 Unrealized +47.6%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $0 Shares 3,107 Est. Cost $4.25 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.1%
Value ($000) $0 Shares 1,291 Est. Cost $104.32 Unrealized +65.4%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $0 Shares 3,191 Est. Cost $25.08 Unrealized +13.8%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.1%
Value ($000) $0 Shares 4,181 Est. Cost $44.01 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $0 Shares 4,029 Est. Cost $25.09 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $0 Shares 632 Est. Cost $247.47 Unrealized +40.8%
XLY SELECT SECTOR SPDR FUND CONSUMER DISCRETIONARY 0.1%
Value ($000) $0 Shares 1,316 Est. Cost $129.47 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.1%
Value ($000) $0 Shares 15,288 Est. Cost $11.74 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $0 Shares 2,949 Est. Cost $45.84 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $0 Shares 753 Est. Cost $135.12 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.1%
Value ($000) $0 Shares 7,582 Est. Cost $45.85 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $0 Shares 2,019 Est. Cost $59.10 Unrealized +66.8%
GSK GSK PLC ADR 0.1%
Value ($000) $0 Shares 5,225 Est. Cost $23.49 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $0 Shares 1,474 Est. Cost $120.80 Unrealized +17.5%
FCX FREEPORT MCMORAN COPPER & GOLD INC 0.1%
Value ($000) $0 Shares 4,500 Est. Cost $9.79 Unrealized +302.6%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND ETF 0.1%
Value ($000) $0 Shares 6,039 Est. Cost $69.08 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX ETF 0.1%
Value ($000) $0 Shares 871 Est. Cost $27.75 Unrealized
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $0 Shares 10,315 Est. Cost $32.19 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $0 Shares 2,160 Est. Cost $66.21 Unrealized
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $0 Shares 1,425 Est. Cost $141.03 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $0 Shares 831 Est. Cost $156.27 Unrealized
CRH CRH PLC F 0.1%
Value ($000) $0 Shares 2,277 Est. Cost $54.36 Unrealized +37.4%
F FORD MOTOR CO 0.0%
Value ($000) $0 Shares 13,931 Est. Cost $10.51 Unrealized +1.7%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 910 Est. Cost $127.47 Unrealized
AVUV AVANTIS US SMALL CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1,862 Est. Cost $0.08 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 1,144 Est. Cost $90.04 Unrealized +51.5%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $52.39 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $0 Shares 483 Est. Cost $217.73 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $0 Shares 834 Est. Cost $95.92 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 1,222 Est. Cost $38.63 Unrealized +178.6%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 981 Est. Cost $107.31 Unrealized
DOW DOW, INC 0.0%
Value ($000) $0 Shares 2,626 Est. Cost $35.49 Unrealized +37.9%
COPX GLOBAL X FUNDS GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $11.71 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 2,615 Est. Cost $44.93 Unrealized +6.5%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $0 Shares 555 Est. Cost $148.19 Unrealized +49.8%
IEFA ISHARE CORE MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 1,898 Est. Cost $51.48 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $0 Shares 921 Est. Cost $116.39 Unrealized +23.1%
BP BP PLC 0.0%
Value ($000) $0 Shares 3,566 Est. Cost $13.42 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY INDEX ETF 0.0%
Value ($000) $0 Shares 2,276 Est. Cost $0.06 Unrealized
SHOCKWAVE MEDICAL INC 0.0%
Value ($000) $0 Shares 408 Est. Cost $44.12 Unrealized
TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1,372 Est. Cost $31.39 Unrealized
IVW ISHARES S & P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 1,530 Est. Cost $0.06 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 256 Est. Cost $376.40 Unrealized +29.9%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1,641 Est. Cost $62.17 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $33.26 Unrealized +0.4%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $0 Shares 614 Est. Cost $0.15 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $0 Shares 429 Est. Cost $188.23 Unrealized +34.4%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $0 Shares 849 Est. Cost $77.24 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $0 Shares 3,020 Est. Cost $42.05 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $14.13 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $0 Shares 1,090 Est. Cost $81.76 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $0 Shares 970 Est. Cost $34.52 Unrealized +38.1%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 1,041 Est. Cost $70.95 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $0 Shares 2,510 Est. Cost $24.51 Unrealized +41.3%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $102.02 Unrealized +42.8%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $16.29 Unrealized +213.8%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $0 Shares 1,065 Est. Cost $0.08 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $0 Shares 822 Est. Cost $0.09 Unrealized
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $0 Shares 4,320 Est. Cost $25.64 Unrealized
GOVT ISHARES CORE US TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 4,045 Est. Cost $26.32 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $0 Shares 1,510 Est. Cost $0.06 Unrealized
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.0%
Value ($000) $0 Shares 858 Est. Cost $75.76 Unrealized
BHP BHP GROUP LIMITED 0.0%
Value ($000) $0 Shares 1,461 Est. Cost $71.43 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $0 Shares 2,457 Est. Cost $17.55 Unrealized +66.9%
DMLP DORCHESTER MINERALS, LP 0.0%
Value ($000) $0 Shares 2,210 Est. Cost $18.55 Unrealized
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 3,482 Est. Cost $0.02 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $0 Shares 1,883 Est. Cost $21.39 Unrealized +55.3%
ASPN ASPEN AEROGELS INC CORP COMMON 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $24.30 Unrealized -39.3%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $0 Shares 528 Est. Cost $74.52 Unrealized
BR BROADRIDGE FIN'L SOLUTIONS INC 0.0%
Value ($000) $0 Shares 330 Est. Cost $185.26 Unrealized +5.5%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $0 Shares 1,035 Est. Cost $29.05 Unrealized +94.9%
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 2,997 Est. Cost $0.02 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 365 Est. Cost $191.41 Unrealized -25.8%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $0 Shares 862 Est. Cost $0.06 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING ETF 0.0%
Value ($000) $0 Shares 1,594 Est. Cost $36.67 Unrealized
DVY ISHARES SELECT DIVIDEND - ETF 0.0%
Value ($000) $0 Shares 447 Est. Cost $75.31 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value ($000) $0 Shares 841 Est. Cost $0.06 Unrealized
NEE NEXTERA ENERGY INC. 0.0%
Value ($000) $0 Shares 845 Est. Cost $61.13 Unrealized -9.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $55.38 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 1,190 Est. Cost $25.40 Unrealized +40.5%
META META PLATFORMS CLASS A 0.0%
Value ($000) $0 Shares 101 Est. Cost $443.21 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $0 Shares 270 Est. Cost $118.52 Unrealized
TRV TRAVELERS CO'S INC. 0.0%
Value ($000) $0 Shares 199 Est. Cost $160.13 Unrealized +29.1%
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 370 Est. Cost $56.28 Unrealized +99.6%
VUSB VANGUARD ULTRA SHORT BOND ETF 0.0%
Value ($000) $0 Shares 900 Est. Cost $27.19 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $0 Shares 134 Est. Cost $294.81 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 161 Est. Cost $175.20 Unrealized +47.3%
PBE INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $0 Shares 670 Est. Cost $0.06 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 0.0%
Value ($000) $0 Shares 316 Est. Cost $0.10 Unrealized
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $0 Shares 940 Est. Cost $48.25 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $0 Shares 100 Est. Cost $342.83 Unrealized +8.7%
CR CRANE COMPANY 0.0%
Value ($000) $0 Shares 301 Est. Cost $75.98 Unrealized +60.5%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $48.04 Unrealized +242.1%
BRO BROWN & BROWN INC 0.0%
Value ($000) $0 Shares 457 Est. Cost $79.49 Unrealized 0.0%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $0 Shares 77 Est. Cost $299.24 Unrealized +91.5%
IJS ISHARES S&P SMALL CAP 600 VALUE ETF 0.0%
Value ($000) $0 Shares 370 Est. Cost $0.09 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $0 Shares 450 Est. Cost $152.05 Unrealized -56.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $0 Shares 664 Est. Cost $34.46 Unrealized +52.9%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 416 Est. Cost $65.69 Unrealized +24.7%
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 866 Est. Cost $51.59 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 217 Est. Cost $77.41 Unrealized +74.4%
PYPL PAYPAL HOLDINGS, INC 0.0%
Value ($000) $0 Shares 508 Est. Cost $202.94 Unrealized -69.8%
AXON AXON ENTERPRISE INC CORP COMMON 0.0%
Value ($000) $0 Shares 107 Est. Cost $277.92 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 383 Est. Cost $48.92 Unrealized +61.0%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $0 Shares 450 Est. Cost $71.24 Unrealized -9.8%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US 0.0%
Value ($000) $0 Shares 909 Est. Cost $0.03 Unrealized
INN SUMMIT HOTEL PROPERTIES, LLC 0.0%
Value ($000) $0 Shares 5,120 Est. Cost $0.01 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 184 Est. Cost $49.75 Unrealized +205.4%
DIS WALT DISNEY CO CORP 0.0%
Value ($000) $0 Shares 261 Est. Cost $102.49 Unrealized -0.1%
BROOKFIELD INFRASTRUCTURE CORP VOTING SHARES CLASS A 0.0%
Value ($000) $0 Shares 896 Est. Cost $42.40 Unrealized
KEY KEYCORP 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $12.44 Unrealized +5.8%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $0 Shares 151 Est. Cost $153.35 Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $0 Shares 8,000 Est. Cost $0.00 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 405 Est. Cost $81.11 Unrealized
ALRM ALARM COM HOLDINGS INC 0.0%
Value ($000) $0 Shares 408 Est. Cost $67.92 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 163 Est. Cost $118.46 Unrealized +47.6%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $47.66 Unrealized +264.3%
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $52.78 Unrealized +90.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $1636.68 Unrealized 0.0%
IJK ISHARES S&P MID CAP 400 GROWTH ETF 0.0%
Value ($000) $0 Shares 296 Est. Cost $49.92 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $0 Shares 345 Est. Cost $52.17 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $0 Shares 120 Est. Cost $158.33 Unrealized
WDFC WD-40 COMPANY 0.0%
Value ($000) $0 Shares 100 Est. Cost $199.68 Unrealized +25.3%
WSO WATSCO, INC 0.0%
Value ($000) $0 Shares 59 Est. Cost $401.75 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $0 Shares 194 Est. Cost $0.13 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $25.00 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $0 Shares 650 Est. Cost $47.18 Unrealized -23.2%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $0 Shares 521 Est. Cost $65.27 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 262 Est. Cost $62.33 Unrealized +35.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 469 Est. Cost $25.52 Unrealized
CMP COMPASS MINERALS INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 1,494 Est. Cost $43.12 Unrealized -51.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $50.08 Unrealized -24.1%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $1.00 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 196 Est. Cost $106.01 Unrealized +3.4%
FIBK FIRST INTERSTATE BANCSYSTEM INC CLASS A 0.0%
Value ($000) $0 Shares 842 Est. Cost $28.73 Unrealized -16.7%
AMT AMERICAN TOWER CORP. REIT 0.0%
Value ($000) $0 Shares 120 Est. Cost $197.24 Unrealized -5.6%
EPD ENTERPRISE PRODUCTS PARTNERS, LP 0.0%
Value ($000) $0 Shares 772 Est. Cost $24.61 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 150 Est. Cost $190.91 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $0 Shares 200 Est. Cost $110.00 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $0 Shares 470 Est. Cost $53.19 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $0 Shares 1,121 Est. Cost $12.06 Unrealized +32.5%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 121 Est. Cost $114.07 Unrealized +19.0%
HHH HOWARD HUGHES HOLDINGS 0.0%
Value ($000) $0 Shares 286 Est. Cost $74.22 Unrealized 0.0%
WAT WATERS CORPORATION 0.0%
Value ($000) $0 Shares 61 Est. Cost $328.72 Unrealized 0.0%
DAL DELTA AIRLINES 0.0%
Value ($000) $0 Shares 435 Est. Cost $32.17 Unrealized +25.8%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $136.88 Unrealized -53.8%
RTO RENTCKIL INITIAL PLC ADR 0.0%
Value ($000) $0 Shares 680 Est. Cost $0.03 Unrealized
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $0 Shares 470 Est. Cost $40.63 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $0 Shares 61 Est. Cost $306.03 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $121.22 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 473 Est. Cost $25.29 Unrealized
IGSB ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 369 Est. Cost $0.05 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $0 Shares 63 Est. Cost $275.38 Unrealized +3.5%
RXO RXO, INC. 0.0%
Value ($000) $0 Shares 853 Est. Cost $21.43 Unrealized 0.0%
CXT CRANE NXT, CO 0.0%
Value ($000) $0 Shares 301 Est. Cost $31.73 Unrealized +80.8%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $0 Shares 740 Est. Cost $27.03 Unrealized
NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND MNESOTA QLTY MNCPL INCM CF 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $14.14 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $0 Shares 64 Est. Cost $157.74 Unrealized 0.0%
BLACKROCK CREDIT ALLOCATION INCOME TRUST ETF 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $13.53 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $0 Shares 2,020 Est. Cost $10.51 Unrealized
CWB SPDR SERIES TRUST BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $0 Shares 250 Est. Cost $77.09 Unrealized
CCI CROWN CASTLE INTERNATIONAL CORP REIT 0.0%
Value ($000) $0 Shares 160 Est. Cost $124.06 Unrealized -21.2%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $0 Shares 75 Est. Cost $186.82 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 450 Est. Cost $31.55 Unrealized
PIMCO CORPORATE & INCOME STRATEGY FUND 0.0%
Value ($000) $0 Shares 1,187 Est. Cost $15.38 Unrealized
RACE FERRARI NV COM 0.0%
Value ($000) $0 Shares 36 Est. Cost $387.39 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $563.40 Unrealized -1.0%
TEAM ATLASSIAN CORP 0.0%
Value ($000) $0 Shares 82 Est. Cost $218.06 Unrealized 0.0%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 666 Est. Cost $0.02 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 697 Est. Cost $0.02 Unrealized
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 697 Est. Cost $0.02 Unrealized
JOHN HANCOCK PREMIUM DIV FD 0.0%
Value ($000) $0 Shares 1,402 Est. Cost $16.38 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 697 Est. Cost $0.02 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 156 Est. Cost $20.98 Unrealized +296.6%
SWX SOUTHWEST GAS HOLDINGS INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $81.11 Unrealized -20.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $43.30 Unrealized +197.3%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 700 Est. Cost $0.02 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC 0.0%
Value ($000) $0 Shares 190 Est. Cost $117.12 Unrealized -46.6%
NFLX NETFLIX, INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $56.38 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 200 Est. Cost $17.13 Unrealized +220.8%
IBTK ISHARES IBONDS DEC 2030 TERM TRSY ETF 0.0%
Value ($000) $0 Shares 627 Est. Cost $0.02 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 97 Est. Cost $83.13 Unrealized
ETN EATON CORP 0.0%
Value ($000) $0 Shares 38 Est. Cost $259.38 Unrealized +3.2%
IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.04 Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $0 Shares 54 Est. Cost $147.38 Unrealized +15.8%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 511 Est. Cost $0.02 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC. 0.0%
Value ($000) $0 Shares 122 Est. Cost $89.52 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC. 0.0%
Value ($000) $0 Shares 3 Est. Cost $3508.24 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $0 Shares 114 Est. Cost $86.08 Unrealized 0.0%
CEF NUVEEN REAL ASSET 0.0%
Value ($000) $0 Shares 825 Est. Cost $18.18 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $0 Shares 106 Est. Cost $8.92 Unrealized
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $101.94 Unrealized -42.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $47.48 Unrealized +88.6%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $0 Shares 41 Est. Cost $241.62 Unrealized -3.8%
AEE AMEREN CORPORATION 0.0%
Value ($000) $0 Shares 126 Est. Cost $57.26 Unrealized +16.9%
ARM ARM HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 70 Est. Cost $0.13 Unrealized
BN BROOKFIELD CORP CLASS A 0.0%
Value ($000) $0 Shares 223 Est. Cost $26.63 Unrealized 0.0%
NUVEEN AMT-FREE MUNICIPAL VALUE FUND 0.0%
Value ($000) $0 Shares 650 Est. Cost $14.72 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $52.65 Unrealized +61.3%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 296 Est. Cost $24.53 Unrealized +4.8%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF J P MORGAN EQT PRM INC 0.0%
Value ($000) $0 Shares 144 Est. Cost $0.05 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost $26.20 Unrealized -38.5%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 423 Est. Cost $0.02 Unrealized
NU NU HOLDINGS LTD. 0.0%
Value ($000) $0 Shares 708 Est. Cost $10.21 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 73 Est. Cost $62.00 Unrealized +46.1%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $0 Shares 48 Est. Cost $141.13 Unrealized 0.0%
XMVTX BLACKROCK MUNIVEST FUND II INC CF 0.0%
Value ($000) $0 Shares 750 Est. Cost $13.33 Unrealized
INARI MEDICAL, INC. 0.0%
Value ($000) $0 Shares 175 Est. Cost $0.05 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $238.16 Unrealized +4.0%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $117.59 Unrealized -16.8%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $69.22 Unrealized +160.6%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $0 Shares 300 Est. Cost $33.33 Unrealized
SLI STANDARD LITHIUM LTD CORP COMMON 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $5.75 Unrealized -76.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $193.37 Unrealized 0.0%
ISHARES IBONDS DEC. 2024 TERM CORPORATE ETF 0.0%
Value ($000) $0 Shares 288 Est. Cost $0.02 Unrealized
SNPS SYNOPSYS CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $511.34 Unrealized +7.6%
TSLA TESLA, INC. 0.0%
Value ($000) $0 Shares 39 Est. Cost $248.36 Unrealized -21.3%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $157.89 Unrealized 0.0%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $0 Shares 144 Est. Cost $0.03 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $172.22 Unrealized +8.2%
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $39.78 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $807.48 Unrealized 0.0%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $440.11 Unrealized +3.8%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 21 Est. Cost $0.29 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $321.54 Unrealized +15.8%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $75.68 Unrealized -48.6%
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $120.55 Unrealized +22.1%
DJT TRUMP MEDIA & TECHNOLOGY GROUP CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $38.79 Unrealized 0.0%
WMB WILLIAMS COMPANIES 0.0%
Value ($000) $0 Shares 158 Est. Cost $32.99 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 24 Est. Cost $241.47 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $0 Shares 17 Est. Cost $312.68 Unrealized +13.5%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 305 Est. Cost $0.02 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $0 Shares 87 Est. Cost $67.33 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 103 Est. Cost $48.62 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 147 Est. Cost $30.81 Unrealized +28.1%
CB CHUBB LIMITED 0.0%
Value ($000) $0 Shares 25 Est. Cost $213.74 Unrealized +12.9%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 47 Est. Cost $100.80 Unrealized 0.0%
KDP KEURIG DR PEPPER INC. 0.0%
Value ($000) $0 Shares 149 Est. Cost $29.06 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTURE FUND INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $30.00 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $0 Shares 91 Est. Cost $0.05 Unrealized
CPRT COPART INC 0.0%
Value ($000) $0 Shares 83 Est. Cost $51.42 Unrealized 0.0%
PLD PROLOGIS, INC. (REIT) 0.0%
Value ($000) $0 Shares 40 Est. Cost $122.33 Unrealized 0.0%
TYL TYLER TECHNOLOGIES, INC. 0.0%
Value ($000) $0 Shares 11 Est. Cost $427.12 Unrealized 0.0%
TORTOISE ENERGY INFRASTRUCTURE FUND (CEF) 0.0%
Value ($000) $0 Shares 151 Est. Cost $17.65 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $422.74 Unrealized 0.0%
PPC PILGRIMSPRIDE CORP 0.0%
Value ($000) $0 Shares 138 Est. Cost $26.31 Unrealized +14.0%
SBAC SBA COMMUNICATIONS CORP NEW CLASS A 0.0%
Value ($000) $0 Shares 22 Est. Cost $214.15 Unrealized 0.0%
SNEX STONEX GROUP INC. 0.0%
Value ($000) $0 Shares 53 Est. Cost $45.03 Unrealized 0.0%
STAG STAG INDUSTRIAL INC 0.0%
Value ($000) $0 Shares 95 Est. Cost $0.04 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $462.26 Unrealized 0.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $0 Shares 44 Est. Cost $100.00 Unrealized
MNDY MONDAY.COM LTD. 0.0%
Value ($000) $0 Shares 16 Est. Cost $212.29 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $90.96 Unrealized 0.0%
FLEX FLEX LTD 0.0%
Value ($000) $0 Shares 145 Est. Cost $20.01 Unrealized +31.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 93 Est. Cost $0.04 Unrealized
LIN LINDE PLC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $383.62 Unrealized +10.1%
GNTX GENTEX CORPORATION 0.0%
Value ($000) $0 Shares 97 Est. Cost $34.59 Unrealized 0.0%
CNI CANADIAN NATIONAL RAILWAY 0.0%
Value ($000) $0 Shares 27 Est. Cost $123.03 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $0 Shares 19 Est. Cost $196.32 Unrealized
HQY HEALTHEQUITY INC. 0.0%
Value ($000) $0 Shares 44 Est. Cost $78.08 Unrealized 0.0%
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 191 Est. Cost $0.02 Unrealized
BSCV INVESCO BULLETSHARES 2031 CORP BOND ETF 0.0%
Value ($000) $0 Shares 243 Est. Cost $0.02 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 239 Est. Cost $0.02 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 220 Est. Cost $0.02 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $125.70 Unrealized 0.0%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 205 Est. Cost $0.02 Unrealized
TJX TJX COMPANIES INC. 0.0%
Value ($000) $0 Shares 41 Est. Cost $87.27 Unrealized +8.4%
TOST TOAST INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 153 Est. Cost $20.70 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $158.95 Unrealized 0.0%
HLT HILTON WORLDWIDE HOLDINGS INC. 0.0%
Value ($000) $0 Shares 17 Est. Cost $195.74 Unrealized 0.0%
HEI/A HEICO CORPORATION 0.0%
Value ($000) $0 Shares 24 Est. Cost $147.71 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $997.72 Unrealized 0.0%
GXO GXO LOGISTICS INC. 0.0%
Value ($000) $0 Shares 59 Est. Cost $54.05 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $236.50 Unrealized -2.5%
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION 0.0%
Value ($000) $0 Shares 17 Est. Cost $119.21 Unrealized +13.4%
BSX BOSTON SCIENTIFIC CORP. 0.0%
Value ($000) $0 Shares 38 Est. Cost $53.38 Unrealized +20.5%
JBTM JOHN BEAN TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 31 Est. Cost $98.93 Unrealized 0.0%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $0 Shares 28 Est. Cost $74.03 Unrealized +10.0%
HESS CORPORATION 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.17 Unrealized
GMED GLOBUS MEDICAL INC. CL A 0.0%
Value ($000) $0 Shares 58 Est. Cost $53.76 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 39 Est. Cost $51.30 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 44 Est. Cost $33.99 Unrealized 0.0%
TREX TREX COMPANY INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $89.05 Unrealized 0.0%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $0 Shares 11 Est. Cost $46.33 Unrealized 0.0%
QTWO Q2 HOLDINGS INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $45.20 Unrealized 0.0%
VMC VULCAN MATERIALS CO. 0.0%
Value ($000) $0 Shares 11 Est. Cost $243.03 Unrealized 0.0%
GWW W.W. GRAINGER INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $756.34 Unrealized +21.3%
OKTA OKTA, INC. CL A 0.0%
Value ($000) $0 Shares 31 Est. Cost $92.24 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.94 Unrealized 0.0%
NXPI NXP SEMI CONDUCTORS 0.0%
Value ($000) $0 Shares 12 Est. Cost $223.03 Unrealized 0.0%
WEC WEC ENERGY GROUP INC NPV 0.0%
Value ($000) $0 Shares 33 Est. Cost $75.25 Unrealized 0.0%
SNA SNAP-ON INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $254.93 Unrealized +5.9%
ROP ROPER TECHNOLOGIES, INC. 0.0%
Value ($000) $0 Shares 5 Est. Cost $538.88 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $151.51 Unrealized 0.0%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 104 Est. Cost $36.20 Unrealized
CCL CARNIVAL CRUISE LINES 0.0%
Value ($000) $0 Shares 200 Est. Cost $8.62 Unrealized +88.7%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 103 Est. Cost $30.45 Unrealized 0.0%
WRB WR BERKLEY CORPORATION 0.0%
Value ($000) $0 Shares 29 Est. Cost $43.01 Unrealized +19.6%
GLOB GLOBANT S.A. 0.0%
Value ($000) $0 Shares 17 Est. Cost $224.59 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES 0.0%
Value ($000) $0 Shares 12 Est. Cost $179.88 Unrealized +12.4%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $46.55 Unrealized +8.7%
MORN MORNINGSTAR INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $288.05 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $146.27 Unrealized 0.0%
MKL MARKEL CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $1466.28 Unrealized 0.0%
KMX CARMAX INC. 0.0%
Value ($000) $0 Shares 22 Est. Cost $75.64 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $0 Shares 47 Est. Cost $39.81 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $295.79 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $460.24 Unrealized 0.0%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $75.56 Unrealized +0.8%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $89.80 Unrealized 0.0%
LYV LIVE NATIONAL ENTERTAINMENT, INC. 0.0%
Value ($000) $0 Shares 20 Est. Cost $94.54 Unrealized 0.0%
HDB HDFC BANK LIMITED ADR 0.0%
Value ($000) $0 Shares 43 Est. Cost $0.05 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP. 0.0%
Value ($000) $0 Shares 148 Est. Cost $14.21 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $479.75 Unrealized -23.0%
TTD THE TRADE DESK INC A 0.0%
Value ($000) $0 Shares 20 Est. Cost $75.77 Unrealized 0.0%
DV DOUBLEVERIFY HOLDINGS, INC. 0.0%
Value ($000) $0 Shares 51 Est. Cost $37.21 Unrealized 0.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $421.84 Unrealized 0.0%
JAMES HARDIE INDUSTRIES PLC 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.04 Unrealized
BAM BROOKFIELD ASSET MANAGEMENT INC 0.0%
Value ($000) $0 Shares 47 Est. Cost $37.97 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $151.39 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.07 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $47.17 Unrealized 0.0%
GSHD GOOSEHEAD INSURANCE, INC. CL A 0.0%
Value ($000) $0 Shares 31 Est. Cost $76.41 Unrealized 0.0%
FERG1GBX FERGUSON PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.25 Unrealized
GWRE GUIDEWIRE SOFTWARE, INC. 0.0%
Value ($000) $0 Shares 18 Est. Cost $114.32 Unrealized 0.0%
TWLO TWILIO INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 31 Est. Cost $65.86 Unrealized 0.0%
RNR RENAISSANCE RE HOLDINGS LTD 0.0%
Value ($000) $0 Shares 9 Est. Cost $207.88 Unrealized +6.7%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $108.37 Unrealized
NXT NEXTRACKER INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $53.20 Unrealized 0.0%
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A 0.0%
Value ($000) $0 Shares 3 Est. Cost $306.18 Unrealized 0.0%
MDB MONGODB INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $408.58 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $549.49 Unrealized 0.0%
FWONA LIBERTY MEDIA CORP. FORMULA ONE GROUP SER A 0.0%
Value ($000) $0 Shares 15 Est. Cost $0.07 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $351.41 Unrealized -8.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $71.08 Unrealized +16.7%
MLM MARTIN MARIETTA MATERIALS, INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $539.98 Unrealized 0.0%
VRSN VERISIGN INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $194.81 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $237.23 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $135.18 Unrealized 0.0%
FICO FAIR ISAAC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1250.79 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 78 Est. Cost $8.64 Unrealized +27.8%
MTN VAIL RESORTS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $222.31 Unrealized 0.0%
T AT&T INC. 0.0%
Value ($000) $0 Shares 71 Est. Cost $14.96 Unrealized +4.4%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $0.04 Unrealized
PPL PPL CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $24.97 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $121.35 Unrealized 0.0%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $0 Shares 15 Est. Cost $80.40 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $600.96 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.03 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $0 Shares 21 Est. Cost $0.05 Unrealized
H HYATT HOTELS CORPORATION 0.0%
Value ($000) $0 Shares 6 Est. Cost $139.75 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $546.49 Unrealized 0.0%
PERIMETER SOLUTIONS SA 0.0%
Value ($000) $0 Shares 34 Est. Cost Unrealized
ANSYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
WBD WARNER BROS DISCOVERY SERIES A 0.0%
Value ($000) $0 Shares 17 Est. Cost $18.37 Unrealized -47.5%
NOK NOKIA OYJ ADR 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.84 Unrealized 0.0%
WIX WIX.COM LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $131.58 Unrealized 0.0%
BF/B BROWN-FORMAN CORP. CL B 0.0%
Value ($000) $0 Shares 6 Est. Cost $53.09 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $380.01 Unrealized 0.0%
MOMENTUS INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CGNX COGNEX CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.33 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES, INC 0.0%
Value ($000) $0 Shares 105 Est. Cost $1.42 Unrealized +10.2%
SNOW SNOWFLAKE INC CLASS A 0.0%
Value ($000) $0 Shares 3 Est. Cost $193.91 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.37 Unrealized 0.0%
SUMMIT MATERIALS, INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $313.46 Unrealized 0.0%