Econ Financial Services Corp Quant / Systematic

CIK: 0001659718 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 26, 2022

Total Value ($000): $135,596 (100.0% shares, 0.0% debt)

Holdings (184)

BSV VANGUARD SHORT-TERM BONDETF IV 6.9%
Value ($000) $9,406 Shares 116,372 Est. Cost $80.83 Unrealized
VCLT VANGUARD LONG TERM COR BD ETF 6.3%
Value ($000) $8,586 Shares 81,127 Est. Cost $105.83 Unrealized
VCIT VANGUARD INTERMEDIATE TERM COR ETF 5.3%
Value ($000) $7,171 Shares 77,304 Est. Cost $92.76 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 4.4%
Value ($000) $5,917 Shares 107,276 Est. Cost $55.16 Unrealized
SCHA SCHWAB US SMALL CAP ETF 3.4%
Value ($000) $4,613 Shares 45,052 Est. Cost $76.17 Unrealized
HYLB XTRACKERS USD HIGH YIELDCOR BND ETF 3.2%
Value ($000) $4,393 Shares 110,267 Est. Cost $42.47 Unrealized
SPYV SPDR S&P 500 VALUE ETF 3.2%
Value ($000) $4,315 Shares 102,735 Est. Cost $42.00 Unrealized
SPYD SPDR S&P 500 HIGH DIVIDEND ETF IV 3.1%
Value ($000) $4,168 Shares 99,123 Est. Cost $42.05 Unrealized
VWO VANGUARD FTSE EMERGING MARK ETF IV 2.8%
Value ($000) $3,845 Shares 77,739 Est. Cost $49.46 Unrealized
VB VANGUARD SMALL CAP ETF IV 2.5%
Value ($000) $3,392 Shares 15,009 Est. Cost $226.00 Unrealized
IWR ISHARES RUSSELL MID CAP ETF IV 2.3%
Value ($000) $3,143 Shares 37,865 Est. Cost $83.01 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF IV 2.3%
Value ($000) $3,117 Shares 56,160 Est. Cost $55.50 Unrealized
SCHX SCHWAB US LARGE CAP ETF 2.3%
Value ($000) $3,109 Shares 83 Est. Cost $61.28 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 2.3%
Value ($000) $3,103 Shares 6,301 Est. Cost $30.02 Unrealized
TIP ISHARES TIPS BOND ETF 2.2%
Value ($000) $2,922 Shares 22,618 Est. Cost $129.19 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.2%
Value ($000) $2,916 Shares 17,919 Est. Cost $102.16 Unrealized
VO VANGUARD MID CAP ETF 2.1%
Value ($000) $2,815 Shares 11,051 Est. Cost $254.73 Unrealized
SCHC SCHWAB INTERNATNAL SMALLCAP EQY ETF 2.0%
Value ($000) $2,720 Shares 16,978 Est. Cost $160.21 Unrealized
IBM IBM CORP 1.8%
Value ($000) $2,445 Shares 18,292 Est. Cost $106.49 Unrealized 0.0%
XLU SELECT SECTOR UTI SELECTSPDR ETF 1.5%
Value ($000) $2,084 Shares 29,109 Est. Cost $71.59 Unrealized
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $1,937 Shares 26,676 Est. Cost $57.37 Unrealized +2.5%
HYD VANECK HIGH YIELD MUNI ETF 1.4%
Value ($000) $1,928 Shares 30,885 Est. Cost $62.43 Unrealized
VTEB VANGUARD MUNI BND TAX EXEMPT ETF 1.4%
Value ($000) $1,898 Shares 34,571 Est. Cost $54.90 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.4%
Value ($000) $1,842 Shares 15,838 Est. Cost $116.30 Unrealized
PPL PPL CORP 1.3%
Value ($000) $1,710 Shares 56,878 Est. Cost $24.94 Unrealized 0.0%
XLV SELECT SECTOR HEALTH CARE SPD ETF IV 1.2%
Value ($000) $1,655 Shares 11,750 Est. Cost $140.85 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS ETF IV 1.2%
Value ($000) $1,641 Shares 32,143 Est. Cost $51.05 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 1.1%
Value ($000) $1,440 Shares 53,123 Est. Cost $27.11 Unrealized
CLX CLOROX CO 1.0%
Value ($000) $1,408 Shares 8,073 Est. Cost $145.62 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.9%
Value ($000) $1,241 Shares 17,509 Est. Cost $70.88 Unrealized
KHC KRAFT HEINZ CO 0.9%
Value ($000) $1,181 Shares 32,909 Est. Cost $29.49 Unrealized 0.0%
SLV ISHARES SILVER TRUST ETF IV 0.8%
Value ($000) $1,113 Shares 51,734 Est. Cost $21.51 Unrealized
AEP AMER ELECTRIC PWR CO 0.8%
Value ($000) $1,106 Shares 12,433 Est. Cost $72.48 Unrealized 0.0%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 0.8%
Value ($000) $1,087 Shares 22,101 Est. Cost $49.12 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $1,065 Shares 20,688 Est. Cost $46.13 Unrealized +2.5%
USHY ISHARES BROAD USD HG YLDCRP BND ETF 0.7%
Value ($000) $1,013 Shares 24,592 Est. Cost $41.19 Unrealized
UGI U G I CORP 0.7%
Value ($000) $989 Shares 21,541 Est. Cost $44.46 Unrealized 0.0%
SUB ISHARES SHORT TERM NTNL MUN BND ETF 0.7%
Value ($000) $980 Shares 9,130 Est. Cost $107.34 Unrealized
FNB F N B CORP PA 0.7%
Value ($000) $974 Shares 80,318 Est. Cost $10.41 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BONDETF 0.7%
Value ($000) $944 Shares 27,315 Est. Cost $34.56 Unrealized
HYMB SPDR NUVEEN BLMG HG YL MP BND ETF 0.7%
Value ($000) $943 Shares 15,689 Est. Cost $60.11 Unrealized
CPB CAMPBELL SOUP CO 0.7%
Value ($000) $920 Shares 21,177 Est. Cost $36.19 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.7%
Value ($000) $905 Shares 21,690 Est. Cost $35.78 Unrealized 0.0%
EMB ISHARES JPMORGAN USD MTSBOND ETF 0.6%
Value ($000) $873 Shares 8,007 Est. Cost $109.03 Unrealized
WEN WENDYS CO 0.6%
Value ($000) $868 Shares 36,413 Est. Cost $22.24 Unrealized 0.0%
BDN BRANDYWINE REALTY TR REIT 0.6%
Value ($000) $861 Shares 64,177 Est. Cost $13.42 Unrealized
SLB SCHLUMBERGER LTD F 0.6%
Value ($000) $860 Shares 28,722 Est. Cost $30.56 Unrealized -6.0%
WFC WELLS FARGO & CO 0.6%
Value ($000) $851 Shares 17,733 Est. Cost $44.41 Unrealized 0.0%
ERIE ERIE INDEMNITY CO CLASS A 0.6%
Value ($000) $848 Shares 4,400 Est. Cost $112.69 Unrealized +66.2%
DOW DOW INC 0.6%
Value ($000) $842 Shares 14,837 Est. Cost $45.04 Unrealized 0.0%
DIS WALT DISNEY CO 0.6%
Value ($000) $815 Shares 5,261 Est. Cost $139.49 Unrealized +13.1%
SGOL ABERDEEN STNDRD PHY SWISS GLD ETF IV 0.6%
Value ($000) $813 Shares 46,315 Est. Cost $17.55 Unrealized
WALGREENS BOOTS ALLI 0.5%
Value ($000) $738 Shares 14,153 Est. Cost $52.14 Unrealized
VCSH VANGUARD SHORT TERM COR BD ETF 0.5%
Value ($000) $667 Shares 8,210 Est. Cost $81.24 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $632 Shares 8,206 Est. Cost $64.72 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF IV 0.4%
Value ($000) $607 Shares 11,957 Est. Cost $50.77 Unrealized
VGLT VANGUARD LONG TERM TREASURY ETF 0.4%
Value ($000) $568 Shares 6,356 Est. Cost $89.36 Unrealized
MMM 3M CO 0.4%
Value ($000) $565 Shares 3,182 Est. Cost $127.29 Unrealized 0.0%
PFFD GLOBAL X US PREFERRED ETF 0.4%
Value ($000) $546 Shares 21,195 Est. Cost $25.76 Unrealized
DEM WISDOMTREE EMRG MRKT HG DIV ETF 0.4%
Value ($000) $541 Shares 12,477 Est. Cost $43.36 Unrealized
GUNR FLEXSHARES UPSTREAM NA IDX ETF IV 0.4%
Value ($000) $499 Shares 8,224 Est. Cost $60.68 Unrealized
GOVT ISHARES US TREASURY BONDETF 0.4%
Value ($000) $499 Shares 18,688 Est. Cost $26.70 Unrealized
VIRT VIRTU FINL INCORPORA0050CLASS A 0.4%
Value ($000) $494 Shares 17,132 Est. Cost $27.26 Unrealized 0.0%
ELME WASHINGTON REIT 0.4%
Value ($000) $481 Shares 18,603 Est. Cost $25.86 Unrealized
BXP BOSTON PROPERTIES REIT 0.3%
Value ($000) $474 Shares 4,118 Est. Cost $91.74 Unrealized 0.0%
DBX DROPBOX INC 0.3%
Value ($000) $407 Shares 16,592 Est. Cost $26.91 Unrealized 0.0%
UAL UNITED AIRLINES HLDGS 0.3%
Value ($000) $407 Shares 9,295 Est. Cost $46.38 Unrealized 0.0%
BCI ABRDN BLMBRG ALL CM SG K1 FR ETF 0.3%
Value ($000) $401 Shares 17,428 Est. Cost $23.01 Unrealized
AMCOR PLC F 0.3%
Value ($000) $358 Shares 29,846 Est. Cost $10.00 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HO 0.2%
Value ($000) $314 Shares 6,130 Est. Cost $60.92 Unrealized 0.0%
PNC PNC FINL SERVICES 0.2%
Value ($000) $308 Shares 2,057 Est. Cost $174.29 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $284 Shares 4,641 Est. Cost $53.90 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRI 0.2%
Value ($000) $283 Shares 17,950 Est. Cost $13.35 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $232 Shares 2,555 Est. Cost $72.67 Unrealized 0.0%
HALO HALOZYME THERAPEUTIC 0.1%
Value ($000) $202 Shares 5,025 Est. Cost $37.33 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP F 0.1%
Value ($000) $193 Shares 2,507 Est. Cost $79.83 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $191 Shares 1,116 Est. Cost $114.35 Unrealized +26.9%
BGS B & G FOODS INC 0.1%
Value ($000) $191 Shares 6,222 Est. Cost $20.38 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $187 Shares 66,462 Est. Cost $24.09 Unrealized
DBEF XTRACKERS MSCI EAFE HDGDEQY ETF 0.1%
Value ($000) $184 Shares 4,682 Est. Cost $28.84 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $157 Shares 814 Est. Cost $90.28 Unrealized +81.2%
VTWO VANGUARD RUSSELL 2000 ETF IV 0.1%
Value ($000) $152 Shares 1,693 Est. Cost $89.78 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $152 Shares 3,895 Est. Cost $50.98 Unrealized -23.6%
AMERICAN WELL CORP CLASS A 0.1%
Value ($000) $130 Shares 21,446 Est. Cost $6.06 Unrealized
XME SPDR S&P METALS & MININGETF 0.1%
Value ($000) $117 Shares 2,609 Est. Cost $44.84 Unrealized
SMB VANECK SHORT MUNI ETF 0.1%
Value ($000) $115 Shares 6,405 Est. Cost $17.95 Unrealized
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $114 Shares 200 Est. Cost $488.10 Unrealized 0.0%
HUBB HUBBELL INC 0.1%
Value ($000) $109 Shares 525 Est. Cost $108.71 Unrealized +72.2%
HD HOME DEPOT INC 0.1%
Value ($000) $89 Shares 214 Est. Cost $343.18 Unrealized 0.0%
BIGGQ BIG LOTS INC 0.1%
Value ($000) $89 Shares 1,970 Est. Cost $42.02 Unrealized 0.0%
HQY HEALTHEQUITY INC 0.1%
Value ($000) $88 Shares 2,000 Est. Cost $58.24 Unrealized 0.0%
PENN PENN NTNL GAMING 0.1%
Value ($000) $83 Shares 1,600 Est. Cost $60.63 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value ($000) $58 Shares 326 Est. Cost $46.62 Unrealized +231.8%
IJR ISHARES CORE S&P SMALL CAP ETF IV 0.0%
Value ($000) $54 Shares 473 Est. Cost $114.16 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $52 Shares 1,612 Est. Cost $32.26 Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $46 Shares 5,532 Est. Cost $6.75 Unrealized 0.0%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $38 Shares 760 Est. Cost $31.14 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $38 Shares 358 Est. Cost $86.27 Unrealized 0.0%
AMGN AMGEN INC. 0.0%
Value ($000) $34 Shares 151 Est. Cost $185.15 Unrealized 0.0%
AMZN AMAZON.COM INC 0.0%
Value ($000) $33 Shares 46 Est. Cost $171.15 Unrealized 0.0%
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $32 Shares 620 Est. Cost $40.39 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $31 Shares 533 Est. Cost $40.23 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $29 Shares 464 Est. Cost $50.47 Unrealized 0.0%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $28 Shares 172 Est. Cost $162.79 Unrealized
T A T & T INC 0.0%
Value ($000) $26 Shares 1,051 Est. Cost $14.67 Unrealized 0.0%
META META PLATFORMS INC CLASS A 0.0%
Value ($000) $24 Shares 72 Est. Cost $329.69 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $18 Shares 285 Est. Cost $55.38 Unrealized 0.0%
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $18 Shares 66 Est. Cost $272.73 Unrealized
CWH CAMPING WORLD HOLDINGS ICLASS A 0.0%
Value ($000) $16 Shares 385 Est. Cost $32.52 Unrealized 0.0%
OHI OMEGA HLTHCARE INVTS REIT 0.0%
Value ($000) $16 Shares 538 Est. Cost $29.74 Unrealized
STORE CAPITAL CORP REIT 0.0%
Value ($000) $16 Shares 457 Est. Cost $35.01 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $270.17 Unrealized 0.0%
IJH ISHARES CORE S&P MID CAPETF IV 0.0%
Value ($000) $14 Shares 50 Est. Cost $280.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $13 Shares 162 Est. Cost $29.21 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $13 Shares 150 Est. Cost $88.90 Unrealized 0.0%
NVDA NVIDIA CORP 0.0%
Value ($000) $12 Shares 40 Est. Cost $27.46 Unrealized 0.0%
DAVA ENDAVA PLC FUNSPONSORED ADR 1 ADR REPS ORD SHS 0.0%
Value ($000) $10 Shares 59 Est. Cost $169.49 Unrealized
CWB SPDR BLOOMBERG CONVRTBL SECRS ETF 0.0%
Value ($000) $10 Shares 119 Est. Cost $47.47 Unrealized
TTCFQ TATTOOED CHEF INC CLASS A 0.0%
Value ($000) $9 Shares 589 Est. Cost $17.11 Unrealized 0.0%
GOOGL ALPHABET INC. CLASS A 0.0%
Value ($000) $9 Shares 3 Est. Cost $142.94 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $9 Shares 13 Est. Cost $756.48 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value ($000) $8 Shares 24 Est. Cost $314.89 Unrealized 0.0%
ATLASSIAN CORP PLC FCLASS A 0.0%
Value ($000) $8 Shares 21 Est. Cost $380.95 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $8 Shares 13 Est. Cost $601.47 Unrealized 0.0%
ACN ACCENTURE PLC FCLASS A 0.0%
Value ($000) $8 Shares 20 Est. Cost $343.31 Unrealized 0.0%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $8 Shares 45 Est. Cost $169.72 Unrealized 0.0%
GLOB GLOBANT SA F 0.0%
Value ($000) $8 Shares 24 Est. Cost $295.88 Unrealized 0.0%
NET CLOUDFLARE INC CLASS A 0.0%
Value ($000) $8 Shares 60 Est. Cost $167.57 Unrealized 0.0%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $8 Shares 54 Est. Cost $249.80 Unrealized 0.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $7 Shares 52 Est. Cost $134.62 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $7 Shares 10 Est. Cost $627.75 Unrealized 0.0%
AMD ADVANCED MICRO DEVIC 0.0%
Value ($000) $7 Shares 46 Est. Cost $134.42 Unrealized 0.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $7 Shares 21 Est. Cost $313.41 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $7 Shares 10 Est. Cost $700.00 Unrealized
SCHM CHARLES SCHWAB US MC ETF 0.0%
Value ($000) $7 Shares 79,830 Est. Cost $41.95 Unrealized
MDB MONGODB INC CLASS A 0.0%
Value ($000) $7 Shares 13 Est. Cost $512.04 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $50.62 Unrealized +188.5%
NKE NIKE INC CLASS B 0.0%
Value ($000) $6 Shares 36 Est. Cost $154.55 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $63.89 Unrealized 0.0%
DLR DIGITAL REALTY TRUST REIT 0.0%
Value ($000) $6 Shares 34 Est. Cost $138.11 Unrealized 0.0%
EQIX EQUINIX INC REIT 0.0%
Value ($000) $6 Shares 7 Est. Cost $738.08 Unrealized 0.0%
SHOP SHOPIFY INC FCLASS A 0.0%
Value ($000) $6 Shares 4 Est. Cost $146.12 Unrealized 0.0%
SNOW SNOWFLAKE INC CLASS A 0.0%
Value ($000) $6 Shares 17 Est. Cost $348.46 Unrealized 0.0%
NOW SERVICE NOW INC 0.0%
Value ($000) $6 Shares 9 Est. Cost $131.29 Unrealized 0.0%
GOOG ALPHABET INC. CLASS C 0.0%
Value ($000) $6 Shares 2 Est. Cost $143.45 Unrealized 0.0%
AMT AMERN TOWER CORP REIT 0.0%
Value ($000) $6 Shares 151 Est. Cost $239.48 Unrealized 0.0%
AQN ALGONQUIN PWR &UTILS F 0.0%
Value ($000) $5 Shares 377 Est. Cost $11.41 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $5 Shares 8 Est. Cost $625.08 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $5 Shares 13 Est. Cost $384.62 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $243.61 Unrealized 0.0%
CRM SALESFORCE COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $277.61 Unrealized 0.0%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $5 Shares 15 Est. Cost $337.80 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $5 Shares 25 Est. Cost $211.28 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
TTD THE TRADE DESK INC CLASS A 0.0%
Value ($000) $5 Shares 60 Est. Cost $87.59 Unrealized 0.0%
SNAP SNAP INC CLASS A 0.0%
Value ($000) $4 Shares 85 Est. Cost $56.28 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY F 0.0%
Value ($000) $4 Shares 16 Est. Cost $250.19 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CO 0.0%
Value ($000) $4 Shares 24 Est. Cost $158.09 Unrealized 0.0%
VEEV VEEVA SYSTEMS INC CLASS A 0.0%
Value ($000) $4 Shares 17 Est. Cost $290.73 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $291.48 Unrealized 0.0%
AVALARA INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $137.93 Unrealized
WIX WIX COM LTD F 0.0%
Value ($000) $4 Shares 23 Est. Cost $173.40 Unrealized 0.0%
NCINO INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $60.61 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.0%
Value ($000) $4 Shares 19 Est. Cost $215.88 Unrealized 0.0%
OKTA OKTA INC CLASS A 0.0%
Value ($000) $4 Shares 18 Est. Cost $238.22 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $227.99 Unrealized 0.0%
SAVA CASSAVA SCIENCES INC 0.0%
Value ($000) $3 Shares 73 Est. Cost $52.44 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $32.52 Unrealized 0.0%
XYZ BLOCK INC CLASS A 0.0%
Value ($000) $3 Shares 21 Est. Cost $216.70 Unrealized 0.0%
KELLOGG CO 0.0%
Value ($000) $3 Shares 39 Est. Cost $51.09 Unrealized 0.0%
JUSHF JUSHI HLDGS INC FCLASS B 0.0%
Value ($000) $3 Shares 988 Est. Cost $3.89 Unrealized 0.0%
SPLUNK INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
PFF ISHARES PREFERRED INCOMESEC ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $35.29 Unrealized
23ANDME HOLDING CO FCLASS A 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
NVRI HARSCO CORP 0.0%
Value ($000) $2 Shares 90 Est. Cost $16.12 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $2 Shares 20 Est. Cost $115.22 Unrealized 0.0%
BK BANK OF NY MELLON CO 0.0%
Value ($000) $2 Shares 28 Est. Cost $51.03 Unrealized 0.0%
FUELCELL ENERGY INC 0.0%
Value ($000) $1 Shares 132 Est. Cost $7.58 Unrealized
RITE AID CORP 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $308.96 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $1 Shares 42 Est. Cost $25.29 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $117.11 Unrealized 0.0%
APPHARVEST INC 0.0%
Value ($000) $0 Shares 46 Est. Cost Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.59 Unrealized 0.0%