Integrated Investment Consultants, LLC Diversified Active

CIK: 0001665337 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 18, 2024

Total Value ($000): $363,398 (100.0% shares, 0.0% debt)

Holdings (259)

IWF ISHARES RUSSELL 1000 GROWTH ETF 7.6%
Value ($000) $27,496 Shares 81,578 Est. Cost $105.87 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 5.6%
Value ($000) $20,232 Shares 177,257 Est. Cost $104.49 Unrealized
SCTXX SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 5.5%
Value ($000) $20,115 Shares 20,114,800 Est. Cost $1.00 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 4.1%
Value ($000) $15,014 Shares 83,827 Est. Cost $89.15 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 4.0%
Value ($000) $14,474 Shares 179,512 Est. Cost $73.30 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.7%
Value ($000) $13,609 Shares 183,364 Est. Cost $70.08 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.9%
Value ($000) $10,393 Shares 207,157 Est. Cost $42.22 Unrealized
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $9,479 Shares 22,531 Est. Cost $161.93 Unrealized +146.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.3%
Value ($000) $8,296 Shares 95,714 Est. Cost $71.58 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.3%
Value ($000) $8,285 Shares 15,759 Est. Cost $382.16 Unrealized
AAPL APPLE INC COM 2.1%
Value ($000) $7,460 Shares 43,506 Est. Cost $92.21 Unrealized +95.5%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 2.0%
Value ($000) $7,361 Shares 104,152 Est. Cost $54.38 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 2.0%
Value ($000) $7,152 Shares 68,784 Est. Cost $114.12 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 1.8%
Value ($000) $6,577 Shares 70,933 Est. Cost $57.00 Unrealized
VTV VANGUARD VALUE ETF 1.5%
Value ($000) $5,565 Shares 34,172 Est. Cost $102.07 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.5%
Value ($000) $5,457 Shares 150,795 Est. Cost $37.63 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.5%
Value ($000) $5,450 Shares 93,865 Est. Cost $53.82 Unrealized
SKY SKYLINE CHAMPION CORPORATION COM 1.2%
Value ($000) $4,349 Shares 51,162 Est. Cost $53.18 Unrealized +45.2%
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 1.2%
Value ($000) $4,330 Shares 86,400 Est. Cost $49.99 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 1.1%
Value ($000) $3,950 Shares 8,897 Est. Cost $277.96 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.0%
Value ($000) $3,717 Shares 48,480 Est. Cost $81.79 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $3,699 Shares 24,509 Est. Cost $112.23 Unrealized +26.5%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $3,670 Shares 18,323 Est. Cost $73.26 Unrealized +137.0%
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $3,279 Shares 6,821 Est. Cost $314.73 Unrealized
META META PLATFORMS INC CL A 0.9%
Value ($000) $3,244 Shares 6,680 Est. Cost $184.96 Unrealized +139.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.8%
Value ($000) $3,067 Shares 19,311 Est. Cost $110.42 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.8%
Value ($000) $2,746 Shares 10,235 Est. Cost $110.75 Unrealized +123.6%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $2,717 Shares 15,061 Est. Cost $123.90 Unrealized +34.7%
VNT VONTIER CORPORATION COM 0.7%
Value ($000) $2,579 Shares 56,861 Est. Cost $29.49 Unrealized +32.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $2,418 Shares 5,749 Est. Cost $186.03 Unrealized +111.4%
CCSI CONSENSUS CLOUD SOLUTIONS INC COM 0.6%
Value ($000) $2,156 Shares 135,909 Est. Cost $21.61 Unrealized -17.1%
MRK MERCK & CO INC COM 0.6%
Value ($000) $2,087 Shares 15,816 Est. Cost $43.56 Unrealized +165.8%
SCHW SCHWAB CHARLES CORP COM 0.6%
Value ($000) $2,049 Shares 28,321 Est. Cost $60.44 Unrealized +6.3%
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.5%
Value ($000) $1,763 Shares 19,944 Est. Cost $128.78 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.5%
Value ($000) $1,757 Shares 28,901 Est. Cost $49.44 Unrealized
SUI SUN CMNTYS INC COM 0.5%
Value ($000) $1,730 Shares 13,458 Est. Cost $67.36 Unrealized
LPLA LPL FINL HLDGS INC COM 0.4%
Value ($000) $1,624 Shares 6,146 Est. Cost $192.88 Unrealized +30.9%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.4%
Value ($000) $1,559 Shares 12,882 Est. Cost $95.41 Unrealized
LLY ELI LILLY & CO COM 0.4%
Value ($000) $1,450 Shares 1,864 Est. Cost $284.85 Unrealized +146.6%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $1,424 Shares 1,576 Est. Cost $18.56 Unrealized +290.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $1,418 Shares 34,511 Est. Cost $38.31 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.4%
Value ($000) $1,368 Shares 5,802 Est. Cost $140.60 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $1,324 Shares 16,834 Est. Cost $74.23 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.4%
Value ($000) $1,281 Shares 19,901 Est. Cost $55.63 Unrealized +11.6%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,263 Shares 6,938 Est. Cost $50.60 Unrealized +220.2%
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $1,237 Shares 3,456 Est. Cost $92.25 Unrealized +258.1%
FOXA FOX CORP CL A COM 0.3%
Value ($000) $1,157 Shares 36,993 Est. Cost $31.45 Unrealized -5.6%
VST VISTRA CORP COM 0.3%
Value ($000) $1,156 Shares 16,600 Est. Cost $22.22 Unrealized +119.3%
MCK MCKESSON CORP COM 0.3%
Value ($000) $1,132 Shares 2,109 Est. Cost $408.95 Unrealized +23.1%
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value ($000) $1,116 Shares 23,735 Est. Cost $39.69 Unrealized -0.7%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $1,109 Shares 13,130 Est. Cost $75.77 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,106 Shares 9,515 Est. Cost $72.58 Unrealized +35.1%
IJR ISHARES CORE S&P SMALL CAP ETF 0.3%
Value ($000) $1,071 Shares 9,688 Est. Cost $66.93 Unrealized
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $1,060 Shares 27,941 Est. Cost $29.76 Unrealized +10.2%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.3%
Value ($000) $1,034 Shares 9,467 Est. Cost $93.93 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.3%
Value ($000) $963 Shares 110,348 Est. Cost $12.89 Unrealized -25.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.3%
Value ($000) $953 Shares 9,734 Est. Cost $105.38 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $952 Shares 3,267 Est. Cost $271.54 Unrealized +2.7%
FDS FACTSET RESH SYS INC COM 0.3%
Value ($000) $951 Shares 2,093 Est. Cost $422.74 Unrealized +8.1%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $944 Shares 21,770 Est. Cost $36.79 Unrealized +10.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.3%
Value ($000) $939 Shares 12,152 Est. Cost $77.80 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $939 Shares 5,950 Est. Cost $90.15 Unrealized +54.2%
ABT ABBOTT LABS COM 0.3%
Value ($000) $924 Shares 8,130 Est. Cost $50.50 Unrealized +119.4%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $907 Shares 4,858 Est. Cost $109.86 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.2%
Value ($000) $882 Shares 16,397 Est. Cost $47.69 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.2%
Value ($000) $873 Shares 24,369 Est. Cost $29.69 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.2%
Value ($000) $857 Shares 6,684 Est. Cost $52.11 Unrealized +131.1%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $840 Shares 5,519 Est. Cost $108.49 Unrealized +32.1%
PSN PARSONS CORP DEL COM 0.2%
Value ($000) $837 Shares 10,095 Est. Cost $41.05 Unrealized +77.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.2%
Value ($000) $821 Shares 2,723 Est. Cost $267.31 Unrealized +0.1%
RKT ROCKET COS INC COM CL A 0.2%
Value ($000) $811 Shares 55,753 Est. Cost $13.81 Unrealized -14.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $809 Shares 19,375 Est. Cost $42.31 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.2%
Value ($000) $809 Shares 31,000 Est. Cost $26.57 Unrealized
BRO BROWN & BROWN INC COM 0.2%
Value ($000) $808 Shares 9,228 Est. Cost $63.56 Unrealized +25.1%
HD HOME DEPOT INC COM 0.2%
Value ($000) $803 Shares 2,093 Est. Cost $166.80 Unrealized +109.0%
ORCL ORACLE CORP COM 0.2%
Value ($000) $785 Shares 6,250 Est. Cost $75.43 Unrealized +48.9%
TRU TRANSUNION COM 0.2%
Value ($000) $784 Shares 9,828 Est. Cost $70.68 Unrealized +2.7%
CWST CASELLA WASTE SYS INC CL A 0.2%
Value ($000) $766 Shares 7,746 Est. Cost $55.54 Unrealized +61.4%
BA BOEING CO COM 0.2%
Value ($000) $747 Shares 3,870 Est. Cost $216.22 Unrealized -5.0%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $736 Shares 1,005 Est. Cost $193.17 Unrealized +265.9%
KKR KKR & CO INC COM 0.2%
Value ($000) $735 Shares 7,311 Est. Cost $64.42 Unrealized +41.2%
PEP PEPSICO INC COM 0.2%
Value ($000) $734 Shares 4,194 Est. Cost $96.88 Unrealized +62.3%
CSX CSX CORP COM 0.2%
Value ($000) $730 Shares 19,689 Est. Cost $23.88 Unrealized +48.6%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $729 Shares 1,394 Est. Cost $269.53 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $721 Shares 14,450 Est. Cost $28.26 Unrealized +67.1%
V VISA INC COM CL A 0.2%
Value ($000) $702 Shares 2,516 Est. Cost $155.98 Unrealized +74.6%
FORM FORMFACTOR INC COM 0.2%
Value ($000) $700 Shares 15,351 Est. Cost $27.67 Unrealized +50.5%
CLVT CLARIVATE PLC ORD SHS 0.2%
Value ($000) $698 Shares 93,960 Est. Cost $9.88 Unrealized -15.5%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.2%
Value ($000) $695 Shares 3,605 Est. Cost $98.84 Unrealized +76.5%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $691 Shares 8,650 Est. Cost $66.36 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $689 Shares 2,444 Est. Cost $125.11 Unrealized +122.2%
SPXC SPX TECHNOLOGIES INC COM 0.2%
Value ($000) $682 Shares 5,539 Est. Cost $57.84 Unrealized
UWMC UWM HOLDINGS CORPORATION COM CL A 0.2%
Value ($000) $678 Shares 93,354 Est. Cost $4.28 Unrealized +57.8%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $676 Shares 5,525 Est. Cost $114.79 Unrealized -10.8%
FELE FRANKLIN ELEC INC COM 0.2%
Value ($000) $672 Shares 6,287 Est. Cost $53.12 Unrealized +81.8%
CMS CMS ENERGY CORP COM 0.2%
Value ($000) $655 Shares 10,861 Est. Cost $56.09 Unrealized -2.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $637 Shares 3,334 Est. Cost $110.49 Unrealized +56.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $634 Shares 1 Est. Cost $342690.56 Unrealized +73.3%
CLF CLEVELAND-CLIFFS INC NEW COM 0.2%
Value ($000) $634 Shares 27,874 Est. Cost $19.80 Unrealized +0.1%
HXL HEXCEL CORP NEW COM 0.2%
Value ($000) $632 Shares 8,677 Est. Cost $49.03 Unrealized +46.7%
ITGR INTEGER HLDGS CORP COM 0.2%
Value ($000) $629 Shares 5,387 Est. Cost $67.15 Unrealized +58.2%
FLS FLOWSERVE CORP COM 0.2%
Value ($000) $625 Shares 13,683 Est. Cost $28.21 Unrealized +44.7%
WMT WALMART INC COM 0.2%
Value ($000) $621 Shares 10,325 Est. Cost $52.59 Unrealized +6.6%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $615 Shares 3,891 Est. Cost $105.19 Unrealized +42.8%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $614 Shares 2,922 Est. Cost $182.45 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $610 Shares 21,975 Est. Cost $23.39 Unrealized +5.4%
INTU INTUIT COM 0.2%
Value ($000) $600 Shares 923 Est. Cost $173.92 Unrealized +262.9%
SMG SCOTTS MIRACLE-GRO CO CL A 0.2%
Value ($000) $600 Shares 8,042 Est. Cost $82.53 Unrealized -31.1%
FCFS FIRSTCASH HOLDINGS INC COM 0.2%
Value ($000) $598 Shares 4,686 Est. Cost $75.31 Unrealized +50.1%
MOG/A MOOG INC CL A 0.2%
Value ($000) $592 Shares 3,708 Est. Cost $75.63 Unrealized +92.3%
CBT CABOT CORP COM 0.2%
Value ($000) $578 Shares 6,266 Est. Cost $35.44 Unrealized +120.7%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $574 Shares 3,535 Est. Cost $112.23 Unrealized +33.5%
FDX FEDEX CORP COM 0.2%
Value ($000) $570 Shares 1,968 Est. Cost $190.44 Unrealized +25.9%
SOUTHSTATE CORPORATION COM 0.2%
Value ($000) $561 Shares 6,594 Est. Cost $73.15 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.2%
Value ($000) $557 Shares 12,159 Est. Cost $28.86 Unrealized +24.4%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $552 Shares 5,838 Est. Cost $94.62 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $546 Shares 1,490 Est. Cost $153.97 Unrealized +102.0%
GATX GATX CORP COM 0.1%
Value ($000) $530 Shares 3,954 Est. Cost $61.89 Unrealized +97.2%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $529 Shares 1,069 Est. Cost $303.38 Unrealized +61.2%
OPTU ALTICE USA INC CL A 0.1%
Value ($000) $520 Shares 199,100 Est. Cost $3.87 Unrealized -35.0%
MTH MERITAGE HOMES CORP COM 0.1%
Value ($000) $511 Shares 2,911 Est. Cost $46.23 Unrealized +75.0%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $507 Shares 3,403 Est. Cost $118.18 Unrealized +11.6%
CRM SALESFORCE INC COM 0.1%
Value ($000) $498 Shares 1,653 Est. Cost $173.34 Unrealized +64.5%
AVGO BROADCOM INC COM 0.1%
Value ($000) $490 Shares 370 Est. Cost $34.19 Unrealized +254.6%
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $490 Shares 10,530 Est. Cost $31.08 Unrealized +41.7%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $484 Shares 3,805 Est. Cost $102.52 Unrealized +5.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $483 Shares 4,491 Est. Cost $108.42 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.1%
Value ($000) $481 Shares 10,584 Est. Cost $21.23 Unrealized +91.7%
OII OCEANEERING INTL INC COM 0.1%
Value ($000) $480 Shares 20,533 Est. Cost $13.74 Unrealized +52.7%
STAG STAG INDL INC COM 0.1%
Value ($000) $479 Shares 12,450 Est. Cost $31.58 Unrealized
CAKE CHEESECAKE FACTORY INC COM 0.1%
Value ($000) $472 Shares 13,049 Est. Cost $31.35 Unrealized +5.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $463 Shares 11,874 Est. Cost $30.52 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value ($000) $458 Shares 12,784 Est. Cost $31.72 Unrealized +11.5%
AIN ALBANY INTL CORP CL A 0.1%
Value ($000) $453 Shares 4,847 Est. Cost $52.10 Unrealized +71.0%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.1%
Value ($000) $445 Shares 16,891 Est. Cost $31.33 Unrealized -13.8%
AIR AAR CORP COM 0.1%
Value ($000) $443 Shares 7,399 Est. Cost $37.94 Unrealized +64.1%
TRMK TRUSTMARK CORP COM 0.1%
Value ($000) $442 Shares 15,737 Est. Cost $25.77 Unrealized -0.7%
ENS ENERSYS COM 0.1%
Value ($000) $440 Shares 4,659 Est. Cost $67.67 Unrealized +36.4%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $438 Shares 1,753 Est. Cost $220.54 Unrealized +9.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $437 Shares 752 Est. Cost $546.86 Unrealized +2.0%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $437 Shares 2,487 Est. Cost $63.42 Unrealized +83.5%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $435 Shares 4,504 Est. Cost $81.70 Unrealized +5.4%
LFUS LITTELFUSE INC COM 0.1%
Value ($000) $434 Shares 1,790 Est. Cost $185.55 Unrealized +29.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $434 Shares 2,082 Est. Cost $125.13 Unrealized
EXPRO GROUP HOLDINGS NV COM 0.1%
Value ($000) $428 Shares 21,432 Est. Cost $19.97 Unrealized
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $427 Shares 12,224 Est. Cost $28.54 Unrealized +12.0%
SF STIFEL FINL CORP COM 0.1%
Value ($000) $421 Shares 5,384 Est. Cost $42.35 Unrealized +68.5%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $416 Shares 9,914 Est. Cost $34.61 Unrealized
MOS MOSAIC CO NEW COM 0.1%
Value ($000) $415 Shares 12,776 Est. Cost $44.52 Unrealized -32.5%
TNET TRINET GROUP INC COM 0.1%
Value ($000) $414 Shares 3,127 Est. Cost $94.90 Unrealized +24.6%
RGEN REPLIGEN CORP COM 0.1%
Value ($000) $409 Shares 2,226 Est. Cost $178.42 Unrealized +6.7%
AMGN AMGEN INC COM 0.1%
Value ($000) $407 Shares 1,431 Est. Cost $134.81 Unrealized +104.8%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $405 Shares 2,879 Est. Cost $80.03 Unrealized +58.4%
BOX BOX INC CL A 0.1%
Value ($000) $404 Shares 14,274 Est. Cost $25.85 Unrealized +3.9%
CNMD CONMED CORP COM 0.1%
Value ($000) $402 Shares 5,024 Est. Cost $88.37 Unrealized -1.2%
CTVA CORTEVA INC COM 0.1%
Value ($000) $401 Shares 6,957 Est. Cost $57.48 Unrealized -12.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $400 Shares 1,757 Est. Cost $99.90 Unrealized +103.1%
ENVESTNET INC COM 0.1%
Value ($000) $398 Shares 6,879 Est. Cost $61.37 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.1%
Value ($000) $397 Shares 7,863 Est. Cost $50.51 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $391 Shares 6,398 Est. Cost $56.78 Unrealized -0.1%
DIOD DIODES INC COM 0.1%
Value ($000) $391 Shares 5,549 Est. Cost $76.92 Unrealized -9.8%
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $390 Shares 3,821 Est. Cost $90.79 Unrealized +11.6%
HEI HEICO CORP NEW COM 0.1%
Value ($000) $388 Shares 2,031 Est. Cost $92.32 Unrealized +101.0%
VEEV VEEVA SYS INC CL A COM 0.1%
Value ($000) $383 Shares 1,653 Est. Cost $170.59 Unrealized +26.5%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $382 Shares 914 Est. Cost $330.01 Unrealized +12.8%
R RYDER SYS INC COM 0.1%
Value ($000) $381 Shares 3,172 Est. Cost $57.83 Unrealized +96.9%
INTC INTEL CORP COM 0.1%
Value ($000) $381 Shares 8,618 Est. Cost $31.01 Unrealized +42.0%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $380 Shares 4,001 Est. Cost $72.10 Unrealized +18.4%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $380 Shares 4,159 Est. Cost $94.93 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $379 Shares 957 Est. Cost $198.29 Unrealized +85.6%
HP HELMERICH & PAYNE INC COM 0.1%
Value ($000) $375 Shares 8,920 Est. Cost $35.58 Unrealized +6.3%
FLR FLUOR CORP NEW COM 0.1%
Value ($000) $375 Shares 8,862 Est. Cost $34.39 Unrealized +11.6%
FAST FASTENAL CO COM 0.1%
Value ($000) $374 Shares 4,845 Est. Cost $11.00 Unrealized +209.0%
TKR TIMKEN CO COM 0.1%
Value ($000) $371 Shares 4,249 Est. Cost $54.83 Unrealized +50.4%
CTS CTS CORP COM 0.1%
Value ($000) $370 Shares 7,909 Est. Cost $40.92 Unrealized +6.5%
EFSC ENTERPRISE FINL SVCS CORP COM 0.1%
Value ($000) $363 Shares 8,943 Est. Cost $40.05 Unrealized -2.1%
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $357 Shares 11,078 Est. Cost $26.00 Unrealized +17.3%
HELE HELEN OF TROY LTD COM 0.1%
Value ($000) $354 Shares 3,075 Est. Cost $99.10 Unrealized +20.5%
NOW SERVICENOW INC COM 0.1%
Value ($000) $353 Shares 463 Est. Cost $78.16 Unrealized +93.8%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $347 Shares 5,640 Est. Cost $61.53 Unrealized
PLXS PLEXUS CORP COM 0.1%
Value ($000) $342 Shares 3,608 Est. Cost $74.98 Unrealized +28.4%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $330 Shares 5,225 Est. Cost $52.53 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $330 Shares 2,932 Est. Cost $102.73 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC COM 0.1%
Value ($000) $325 Shares 8,515 Est. Cost $55.76 Unrealized -33.4%
AROC ARCHROCK INC COM 0.1%
Value ($000) $323 Shares 16,441 Est. Cost $5.74 Unrealized +177.9%
GLOB GLOBANT S A COM 0.1%
Value ($000) $322 Shares 1,597 Est. Cost $123.52 Unrealized +81.8%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $322 Shares 447 Est. Cost $631.12 Unrealized 0.0%
ADC AGREE RLTY CORP COM 0.1%
Value ($000) $320 Shares 5,596 Est. Cost $57.12 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $316 Shares 2,409 Est. Cost $15.87 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $313 Shares 516 Est. Cost $40.46 Unrealized +39.4%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $313 Shares 736 Est. Cost $392.07 Unrealized +9.0%
HEARTLAND FINL USA INC COM 0.1%
Value ($000) $312 Shares 8,884 Est. Cost $46.93 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.1%
Value ($000) $310 Shares 3,882 Est. Cost $76.83 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $307 Shares 722 Est. Cost $250.22 Unrealized +70.7%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $304 Shares 837 Est. Cost $317.75 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $302 Shares 2,197 Est. Cost $105.12 Unrealized +23.5%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.1%
Value ($000) $302 Shares 4,147 Est. Cost $98.35 Unrealized -30.8%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $302 Shares 5,880 Est. Cost $48.56 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $300 Shares 2,202 Est. Cost $104.00 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value ($000) $299 Shares 1,404 Est. Cost $195.74 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $296 Shares 308 Est. Cost $945.64 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $295 Shares 3,231 Est. Cost $54.44 Unrealized +62.8%
CTRE CARETRUST REIT INC COM 0.1%
Value ($000) $295 Shares 12,100 Est. Cost $19.58 Unrealized
ROL ROLLINS INC COM 0.1%
Value ($000) $294 Shares 6,346 Est. Cost $33.68 Unrealized +27.9%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $294 Shares 1,484 Est. Cost $107.56 Unrealized +73.2%
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $290 Shares 232 Est. Cost $1250.79 Unrealized 0.0%
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.1%
Value ($000) $290 Shares 11,979 Est. Cost $23.96 Unrealized
ITRN ITURAN LOCATION AND CONTROL SHS 0.1%
Value ($000) $282 Shares 10,099 Est. Cost $26.44 Unrealized +0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $269 Shares 238 Est. Cost $69.94 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO CL B 0.1%
Value ($000) $267 Shares 3,969 Est. Cost $40.09 Unrealized +48.2%
POST POST HLDGS INC COM 0.1%
Value ($000) $266 Shares 2,500 Est. Cost $87.70 Unrealized +14.3%
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $264 Shares 3,898 Est. Cost $54.38 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $263 Shares 5,405 Est. Cost $48.60 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $260 Shares 2,890 Est. Cost $69.59 Unrealized +16.9%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $260 Shares 2,156 Est. Cost $105.76 Unrealized 0.0%
MEDP MEDPACE HLDGS INC COM 0.1%
Value ($000) $258 Shares 638 Est. Cost $351.59 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value ($000) $255 Shares 3,258 Est. Cost $68.48 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $253 Shares 1,022 Est. Cost $223.03 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $252 Shares 1,489 Est. Cost $141.28 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.1%
Value ($000) $246 Shares 10,047 Est. Cost $25.30 Unrealized
USFD US FOODS HLDG CORP COM 0.1%
Value ($000) $237 Shares 4,400 Est. Cost $41.36 Unrealized +19.1%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $237 Shares 1,362 Est. Cost $147.65 Unrealized +6.9%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $236 Shares 438 Est. Cost $469.47 Unrealized +16.4%
AVUS AVANTIS U.S. EQUITY ETF 0.1%
Value ($000) $236 Shares 2,635 Est. Cost $89.50 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $235 Shares 2,500 Est. Cost $71.56 Unrealized +16.3%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $235 Shares 1,270 Est. Cost $140.32 Unrealized 0.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $233 Shares 2,263 Est. Cost $91.50 Unrealized
WESTROCK CO COM 0.1%
Value ($000) $232 Shares 4,700 Est. Cost $49.45 Unrealized
CLB CORE LABORATORIES INC COM 0.1%
Value ($000) $232 Shares 13,581 Est. Cost $22.85 Unrealized -31.5%
MD PEDIATRIX MEDICAL GROUP INC COM 0.1%
Value ($000) $231 Shares 23,077 Est. Cost $25.22 Unrealized -63.1%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $230 Shares 766 Est. Cost $267.07 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $228 Shares 3,497 Est. Cost $56.62 Unrealized 0.0%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $227 Shares 3,013 Est. Cost $91.71 Unrealized
ANSYS INC COM 0.1%
Value ($000) $227 Shares 654 Est. Cost $362.88 Unrealized
GM GENERAL MTRS CO COM 0.1%
Value ($000) $225 Shares 4,961 Est. Cost $38.00 Unrealized 0.0%
MRNA MODERNA INC COM 0.1%
Value ($000) $223 Shares 2,095 Est. Cost $84.11 Unrealized +19.8%
STERICYCLE INC COM 0.1%
Value ($000) $222 Shares 4,200 Est. Cost $49.84 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $220 Shares 435 Est. Cost $243.09 Unrealized +135.8%
GLPI GAMING & LEISURE PPTYS INC COM 0.1%
Value ($000) $219 Shares 4,758 Est. Cost $46.07 Unrealized
RBA RB GLOBAL INC COM 0.1%
Value ($000) $219 Shares 2,877 Est. Cost $58.95 Unrealized +18.5%
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.1%
Value ($000) $216 Shares 5,630 Est. Cost $38.45 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $213 Shares 1,070 Est. Cost $188.48 Unrealized 0.0%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.1%
Value ($000) $212 Shares 5,732 Est. Cost $35.46 Unrealized 0.0%
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $210 Shares 1,159 Est. Cost $157.82 Unrealized +22.1%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $210 Shares 1,851 Est. Cost $99.38 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $208 Shares 1,231 Est. Cost $148.53 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $208 Shares 735 Est. Cost $258.00 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $205 Shares 425 Est. Cost $452.59 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $205 Shares 995 Est. Cost $205.72 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $204 Shares 2,528 Est. Cost $81.29 Unrealized
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $201 Shares 853 Est. Cost $232.13 Unrealized +2.2%
AMG AFFILIATED MANAGERS GROUP INC COM 0.1%
Value ($000) $201 Shares 1,200 Est. Cost $134.30 Unrealized +15.7%
MAS MASCO CORP COM 0.1%
Value ($000) $201 Shares 2,545 Est. Cost $69.75 Unrealized 0.0%
PEB PEBBLEBROOK HOTEL TR COM 0.1%
Value ($000) $200 Shares 12,985 Est. Cost $13.55 Unrealized
GOOD GLADSTONE COMMERCIAL CORP COM 0.1%
Value ($000) $188 Shares 13,561 Est. Cost $13.84 Unrealized
WWW WOLVERINE WORLD WIDE INC COM 0.0%
Value ($000) $168 Shares 14,990 Est. Cost $19.74 Unrealized -55.3%
SABR SABRE CORP COM 0.0%
Value ($000) $134 Shares 55,570 Est. Cost $7.41 Unrealized -54.7%
LESLIES INC COM 0.0%
Value ($000) $103 Shares 15,800 Est. Cost $5.66 Unrealized
CORZ CORE SCIENTIFIC INC NEW COM 0.0%
Value ($000) $43 Shares 12,276 Est. Cost $3.47 Unrealized 0.0%