Integrated Investment Consultants, LLC Diversified Active

CIK: 0001665337 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: May 28, 2024

Total Value ($000): $275,157 (100.0% shares, 0.0% debt)

Holdings (232)

IWF ISHARES RUSSELL 1000 GROWTH ETF 8.2%
Value ($000) $22,625 Shares 85,060 Est. Cost $105.87 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 6.5%
Value ($000) $17,856 Shares 252,340 Est. Cost $73.30 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 5.9%
Value ($000) $16,348 Shares 178,961 Est. Cost $104.49 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 4.6%
Value ($000) $12,791 Shares 84,251 Est. Cost $89.15 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 2.9%
Value ($000) $7,848 Shares 137,377 Est. Cost $54.25 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 2.8%
Value ($000) $7,816 Shares 138,406 Est. Cost $59.99 Unrealized
AAPL APPLE INC COM 2.7%
Value ($000) $7,475 Shares 43,658 Est. Cost $92.21 Unrealized +96.6%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 2.6%
Value ($000) $7,050 Shares 69,579 Est. Cost $114.34 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.5%
Value ($000) $6,904 Shares 157,924 Est. Cost $40.39 Unrealized
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $6,875 Shares 21,774 Est. Cost $154.59 Unrealized +110.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.5%
Value ($000) $6,852 Shares 100,117 Est. Cost $71.50 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.5%
Value ($000) $6,796 Shares 15,826 Est. Cost $382.16 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.1%
Value ($000) $5,898 Shares 91,661 Est. Cost $69.81 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 1.9%
Value ($000) $5,284 Shares 72,657 Est. Cost $57.00 Unrealized
VTV VANGUARD VALUE ETF 1.8%
Value ($000) $5,011 Shares 36,328 Est. Cost $102.07 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.8%
Value ($000) $4,816 Shares 143,471 Est. Cost $37.74 Unrealized
SKY SKYLINE CHAMPION CORPORATION COM 1.4%
Value ($000) $3,718 Shares 58,349 Est. Cost $53.18 Unrealized +26.3%
BSV VANGUARD SHORT-TERM BOND ETF 1.3%
Value ($000) $3,669 Shares 48,805 Est. Cost $81.79 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 1.2%
Value ($000) $3,306 Shares 9,227 Est. Cost $277.96 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $2,690 Shares 20,555 Est. Cost $107.64 Unrealized +19.3%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.0%
Value ($000) $2,687 Shares 19,822 Est. Cost $110.42 Unrealized
VOO VANGUARD S&P 500 ETF 1.0%
Value ($000) $2,670 Shares 6,800 Est. Cost $314.73 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.9%
Value ($000) $2,593 Shares 17,881 Est. Cost $71.63 Unrealized +98.7%
ITW ILLINOIS TOOL WKS INC COM 0.9%
Value ($000) $2,356 Shares 10,231 Est. Cost $110.75 Unrealized +107.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $2,004 Shares 5,721 Est. Cost $182.25 Unrealized +94.7%
META META PLATFORMS INC CL A 0.7%
Value ($000) $1,895 Shares 6,313 Est. Cost $175.79 Unrealized +70.2%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $1,727 Shares 13,587 Est. Cost $122.11 Unrealized +9.7%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.6%
Value ($000) $1,715 Shares 16,596 Est. Cost $95.41 Unrealized
SUI SUN CMNTYS INC COM 0.6%
Value ($000) $1,666 Shares 14,075 Est. Cost $67.36 Unrealized
MRK MERCK & CO INC COM 0.6%
Value ($000) $1,626 Shares 15,795 Est. Cost $43.56 Unrealized +129.2%
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.6%
Value ($000) $1,622 Shares 21,047 Est. Cost $128.78 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.5%
Value ($000) $1,407 Shares 25,435 Est. Cost $47.50 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.4%
Value ($000) $1,199 Shares 12,716 Est. Cost $66.93 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $1,196 Shares 31,511 Est. Cost $38.06 Unrealized
VNT VONTIER CORPORATION COM 0.4%
Value ($000) $1,183 Shares 38,252 Est. Cost $27.00 Unrealized +14.1%
VOT VANGUARD MID-CAP GROWTH ETF 0.4%
Value ($000) $1,172 Shares 6,018 Est. Cost $140.60 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.4%
Value ($000) $1,164 Shares 21,201 Est. Cost $61.12 Unrealized -4.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $1,147 Shares 29,248 Est. Cost $42.31 Unrealized
LPLA LPL FINL HLDGS INC COM 0.4%
Value ($000) $1,060 Shares 4,462 Est. Cost $177.83 Unrealized +30.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.4%
Value ($000) $1,048 Shares 13,952 Est. Cost $77.80 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $1,030 Shares 6,910 Est. Cost $50.60 Unrealized +167.5%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $1,009 Shares 1,879 Est. Cost $284.85 Unrealized +77.9%
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.3%
Value ($000) $950 Shares 32,106 Est. Cost $26.16 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $945 Shares 5,607 Est. Cost $87.67 Unrealized +66.3%
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $943 Shares 3,450 Est. Cost $92.25 Unrealized +203.5%
FOXA FOX CORP CL A COM 0.3%
Value ($000) $916 Shares 29,343 Est. Cost $32.03 Unrealized -0.5%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $915 Shares 13,379 Est. Cost $75.77 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.3%
Value ($000) $891 Shares 39,167 Est. Cost $26.57 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.3%
Value ($000) $866 Shares 79,733 Est. Cost $13.83 Unrealized -9.8%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $861 Shares 19,412 Est. Cost $36.35 Unrealized +14.1%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $857 Shares 7,291 Est. Cost $64.84 Unrealized +55.8%
HLI HOULIHAN LOKEY INC CL A 0.3%
Value ($000) $840 Shares 7,840 Est. Cost $52.11 Unrealized +90.7%
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value ($000) $823 Shares 22,071 Est. Cost $39.72 Unrealized -1.8%
UWMC UWM HOLDINGS CORPORATION COM CL A 0.3%
Value ($000) $818 Shares 168,651 Est. Cost $4.28 Unrealized +34.8%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.3%
Value ($000) $815 Shares 26,294 Est. Cost $29.69 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $797 Shares 4,703 Est. Cost $96.88 Unrealized +72.5%
ABT ABBOTT LABS COM 0.3%
Value ($000) $786 Shares 8,114 Est. Cost $50.50 Unrealized +98.9%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $786 Shares 5,958 Est. Cost $108.49 Unrealized +19.0%
CWST CASELLA WASTE SYS INC CL A 0.3%
Value ($000) $785 Shares 10,292 Est. Cost $55.54 Unrealized +47.6%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $777 Shares 14,452 Est. Cost $27.95 Unrealized +79.9%
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $774 Shares 5,031 Est. Cost $106.91 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.3%
Value ($000) $753 Shares 15,969 Est. Cost $47.51 Unrealized
CCSI CONSENSUS CLOUD SOLUTIONS INC COM 0.3%
Value ($000) $723 Shares 28,711 Est. Cost $31.55 Unrealized -4.8%
INDA ISHARES MSCI INDIA ETF 0.3%
Value ($000) $698 Shares 15,781 Est. Cost $41.74 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.2%
Value ($000) $680 Shares 12,943 Est. Cost $55.01 Unrealized +3.9%
PFE PFIZER INC COM 0.2%
Value ($000) $676 Shares 20,374 Est. Cost $22.68 Unrealized +34.8%
BA BOEING CO COM 0.2%
Value ($000) $674 Shares 3,518 Est. Cost $217.68 Unrealized +0.5%
FELE FRANKLIN ELEC INC COM 0.2%
Value ($000) $671 Shares 7,519 Est. Cost $53.12 Unrealized +77.3%
PSN PARSONS CORP DEL COM 0.2%
Value ($000) $669 Shares 12,302 Est. Cost $41.05 Unrealized +28.9%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $667 Shares 4,282 Est. Cost $104.19 Unrealized +47.1%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $658 Shares 24,044 Est. Cost $29.38 Unrealized -5.3%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $655 Shares 1,506 Est. Cost $17.38 Unrealized +157.6%
PRGS PROGRESS SOFTWARE CORP COM 0.2%
Value ($000) $653 Shares 12,422 Est. Cost $53.68 Unrealized +9.1%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $644 Shares 2,446 Est. Cost $125.11 Unrealized +115.4%
MCK MCKESSON CORP COM 0.2%
Value ($000) $643 Shares 1,479 Est. Cost $379.48 Unrealized +9.8%
FDS FACTSET RESH SYS INC COM 0.2%
Value ($000) $635 Shares 1,452 Est. Cost $412.35 Unrealized +0.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $630 Shares 18,548 Est. Cost $30.52 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $615 Shares 2,036 Est. Cost $162.62 Unrealized +86.3%
CSX CSX CORP COM 0.2%
Value ($000) $605 Shares 19,689 Est. Cost $23.88 Unrealized +28.1%
HXL HEXCEL CORP NEW COM 0.2%
Value ($000) $601 Shares 9,219 Est. Cost $49.03 Unrealized +45.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $596 Shares 8,650 Est. Cost $66.36 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.2%
Value ($000) $592 Shares 2,072 Est. Cost $270.78 Unrealized +9.6%
FLS FLOWSERVE CORP COM 0.2%
Value ($000) $581 Shares 14,611 Est. Cost $28.21 Unrealized +31.4%
V VISA INC COM CL A 0.2%
Value ($000) $580 Shares 2,523 Est. Cost $155.98 Unrealized +51.4%
CMS CMS ENERGY CORP COM 0.2%
Value ($000) $577 Shares 10,861 Est. Cost $56.09 Unrealized -4.2%
FORM FORMFACTOR INC COM 0.2%
Value ($000) $574 Shares 16,423 Est. Cost $27.67 Unrealized +21.5%
OII OCEANEERING INTL INC COM 0.2%
Value ($000) $565 Shares 21,956 Est. Cost $13.74 Unrealized +66.2%
AIR AAR CORP COM 0.2%
Value ($000) $558 Shares 9,373 Est. Cost $37.94 Unrealized +56.9%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.2%
Value ($000) $556 Shares 3,830 Est. Cost $98.84 Unrealized +43.3%
BRO BROWN & BROWN INC COM 0.2%
Value ($000) $556 Shares 7,957 Est. Cost $61.72 Unrealized +13.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $555 Shares 5,905 Est. Cost $109.49 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $554 Shares 981 Est. Cost $183.86 Unrealized +189.5%
ORCL ORACLE CORP COM 0.2%
Value ($000) $554 Shares 5,229 Est. Cost $68.47 Unrealized +64.7%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $553 Shares 1,294 Est. Cost $252.75 Unrealized
VST VISTRA CORP COM 0.2%
Value ($000) $551 Shares 16,600 Est. Cost $22.22 Unrealized +31.6%
MOG/A MOOG INC CL A 0.2%
Value ($000) $543 Shares 4,807 Est. Cost $75.63 Unrealized +45.9%
CNMD CONMED CORP COM 0.2%
Value ($000) $542 Shares 5,371 Est. Cost $88.37 Unrealized +26.8%
SPXC SPX TECHNOLOGIES INC COM 0.2%
Value ($000) $539 Shares 6,625 Est. Cost $57.84 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $535 Shares 1,061 Est. Cost $295.34 Unrealized +59.1%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.2%
Value ($000) $532 Shares 5,908 Est. Cost $89.97 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $531 Shares 1 Est. Cost $342690.56 Unrealized +57.3%
FCFS FIRSTCASH HOLDINGS INC COM 0.2%
Value ($000) $500 Shares 4,977 Est. Cost $75.31 Unrealized +21.5%
DAR DARLING INGREDIENTS INC COM 0.2%
Value ($000) $495 Shares 9,482 Est. Cost $29.74 Unrealized +110.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $476 Shares 3,396 Est. Cost $110.49 Unrealized +19.2%
ENS ENERSYS COM 0.2%
Value ($000) $473 Shares 4,999 Est. Cost $67.67 Unrealized +48.0%
INTU INTUIT COM 0.2%
Value ($000) $472 Shares 923 Est. Cost $173.92 Unrealized +186.8%
LFUS LITTELFUSE INC COM 0.2%
Value ($000) $471 Shares 1,906 Est. Cost $185.55 Unrealized +45.9%
CBT CABOT CORP COM 0.2%
Value ($000) $462 Shares 6,667 Est. Cost $35.44 Unrealized +86.7%
SOUTHSTATE CORPORATION COM 0.2%
Value ($000) $461 Shares 6,850 Est. Cost $73.03 Unrealized
GATX GATX CORP COM 0.2%
Value ($000) $459 Shares 4,217 Est. Cost $61.89 Unrealized +87.3%
ITGR INTEGER HLDGS CORP COM 0.2%
Value ($000) $457 Shares 5,828 Est. Cost $67.15 Unrealized +26.2%
STAG STAG INDL INC COM 0.2%
Value ($000) $455 Shares 13,196 Est. Cost $31.58 Unrealized
RKT ROCKET COS INC COM CL A 0.2%
Value ($000) $455 Shares 55,653 Est. Cost $13.81 Unrealized -30.7%
MOS MOSAIC CO NEW COM 0.2%
Value ($000) $454 Shares 12,762 Est. Cost $44.52 Unrealized -19.7%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $453 Shares 4,096 Est. Cost $63.42 Unrealized +39.8%
WMT WALMART INC COM 0.2%
Value ($000) $445 Shares 2,783 Est. Cost $43.30 Unrealized +19.7%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $445 Shares 5,489 Est. Cost $114.79 Unrealized -27.3%
AIN ALBANY INTL CORP CL A 0.2%
Value ($000) $443 Shares 5,133 Est. Cost $52.10 Unrealized +69.0%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $442 Shares 1,780 Est. Cost $220.54 Unrealized -0.2%
CLF CLEVELAND-CLIFFS INC NEW COM 0.2%
Value ($000) $436 Shares 27,874 Est. Cost $19.80 Unrealized -21.2%
AEIS ADVANCED ENERGY INDS COM 0.2%
Value ($000) $419 Shares 4,065 Est. Cost $90.79 Unrealized +22.4%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $418 Shares 2,865 Est. Cost $103.57 Unrealized +39.2%
FDX FEDEX CORP COM 0.2%
Value ($000) $414 Shares 1,561 Est. Cost $177.43 Unrealized +39.1%
CAKE CHEESECAKE FACTORY INC COM 0.1%
Value ($000) $412 Shares 13,607 Est. Cost $31.36 Unrealized -0.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $410 Shares 1,500 Est. Cost $153.97 Unrealized +69.8%
HP HELMERICH & PAYNE INC COM 0.1%
Value ($000) $399 Shares 9,453 Est. Cost $35.58 Unrealized +17.4%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $395 Shares 3,294 Est. Cost $101.58 Unrealized +6.2%
MTH MERITAGE HOMES CORP COM 0.1%
Value ($000) $383 Shares 3,132 Est. Cost $46.23 Unrealized +48.7%
TRU TRANSUNION COM 0.1%
Value ($000) $382 Shares 5,323 Est. Cost $77.41 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $376 Shares 3,544 Est. Cost $102.81 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.1%
Value ($000) $374 Shares 14,725 Est. Cost $32.55 Unrealized -16.7%
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value ($000) $369 Shares 7,145 Est. Cost $85.85 Unrealized -39.8%
DIOD DIODES INC COM 0.1%
Value ($000) $368 Shares 4,671 Est. Cost $78.48 Unrealized +7.1%
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.1%
Value ($000) $368 Shares 9,838 Est. Cost $27.80 Unrealized +12.2%
BOX BOX INC CL A 0.1%
Value ($000) $367 Shares 15,176 Est. Cost $25.85 Unrealized +10.5%
CRM SALESFORCE INC COM 0.1%
Value ($000) $363 Shares 1,792 Est. Cost $173.34 Unrealized +23.2%
AMGN AMGEN INC COM 0.1%
Value ($000) $361 Shares 1,345 Est. Cost $126.48 Unrealized +83.3%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $361 Shares 961 Est. Cost $198.29 Unrealized +93.8%
TRMK TRUSTMARK CORP COM 0.1%
Value ($000) $360 Shares 16,546 Est. Cost $25.77 Unrealized -16.1%
R RYDER SYS INC COM 0.1%
Value ($000) $358 Shares 3,350 Est. Cost $57.83 Unrealized +68.3%
PLXS PLEXUS CORP COM 0.1%
Value ($000) $358 Shares 3,848 Est. Cost $74.98 Unrealized +29.2%
SF STIFEL FINL CORP COM 0.1%
Value ($000) $355 Shares 5,784 Est. Cost $42.35 Unrealized +42.5%
RGEN REPLIGEN CORP COM 0.1%
Value ($000) $354 Shares 2,226 Est. Cost $178.42 Unrealized -8.4%
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $354 Shares 12,712 Est. Cost $28.54 Unrealized -4.5%
EFSC ENTERPRISE FINL SVCS CORP COM 0.1%
Value ($000) $353 Shares 9,415 Est. Cost $40.05 Unrealized -5.8%
CTS CTS CORP COM 0.1%
Value ($000) $350 Shares 8,377 Est. Cost $40.92 Unrealized +4.3%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $349 Shares 4,534 Est. Cost $81.70 Unrealized +1.4%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $347 Shares 9,914 Est. Cost $34.61 Unrealized
CLB CORE LABORATORIES INC COM 0.1%
Value ($000) $343 Shares 14,287 Est. Cost $22.85 Unrealized +6.7%
TKR TIMKEN CO COM 0.1%
Value ($000) $340 Shares 4,631 Est. Cost $54.83 Unrealized +48.0%
VEEV VEEVA SYS INC CL A COM 0.1%
Value ($000) $338 Shares 1,661 Est. Cost $170.59 Unrealized +18.1%
HELE HELEN OF TROY LTD COM 0.1%
Value ($000) $337 Shares 2,894 Est. Cost $97.79 Unrealized +27.3%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $333 Shares 1,901 Est. Cost $107.56 Unrealized +64.5%
HEI HEICO CORP NEW COM 0.1%
Value ($000) $331 Shares 2,044 Est. Cost $92.32 Unrealized +83.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $327 Shares 1,993 Est. Cost $121.42 Unrealized
FLR FLUOR CORP NEW COM 0.1%
Value ($000) $325 Shares 8,862 Est. Cost $34.39 Unrealized -2.6%
ENVESTNET INC COM 0.1%
Value ($000) $323 Shares 7,344 Est. Cost $61.37 Unrealized
GLOB GLOBANT S A COM 0.1%
Value ($000) $318 Shares 1,606 Est. Cost $123.52 Unrealized +51.7%
DKNG DRAFTKINGS INC NEW COM CL A 0.1%
Value ($000) $312 Shares 10,584 Est. Cost $21.23 Unrealized +39.1%
MD PEDIATRIX MEDICAL GROUP INC COM 0.1%
Value ($000) $311 Shares 24,474 Est. Cost $25.22 Unrealized -45.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $309 Shares 4,278 Est. Cost $94.93 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $308 Shares 8,667 Est. Cost $30.70 Unrealized +11.5%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $302 Shares 6,061 Est. Cost $48.56 Unrealized
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.1%
Value ($000) $301 Shares 12,644 Est. Cost $23.96 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $298 Shares 4,830 Est. Cost $59.78 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $297 Shares 3,253 Est. Cost $54.44 Unrealized +69.8%
AVGO BROADCOM INC COM 0.1%
Value ($000) $297 Shares 357 Est. Cost $31.59 Unrealized +165.9%
CTVA CORTEVA INC COM 0.1%
Value ($000) $295 Shares 5,775 Est. Cost $59.12 Unrealized -12.8%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.1%
Value ($000) $293 Shares 4,360 Est. Cost $98.35 Unrealized -22.7%
TNET TRINET GROUP INC COM 0.1%
Value ($000) $289 Shares 2,483 Est. Cost $88.68 Unrealized +15.9%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $288 Shares 3,064 Est. Cost $80.03 Unrealized +23.8%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $286 Shares 2,756 Est. Cost $106.44 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $282 Shares 1,193 Est. Cost $288.09 Unrealized -5.8%
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $281 Shares 727 Est. Cost $250.22 Unrealized +56.9%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $277 Shares 2,409 Est. Cost $15.87 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $276 Shares 1,732 Est. Cost $117.25 Unrealized
HEARTLAND FINL USA INC COM 0.1%
Value ($000) $274 Shares 9,296 Est. Cost $47.05 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $273 Shares 1,833 Est. Cost $99.90 Unrealized +59.0%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $270 Shares 739 Est. Cost $392.07 Unrealized -1.6%
DOCN DIGITALOCEAN HLDGS INC COM 0.1%
Value ($000) $269 Shares 11,207 Est. Cost $55.76 Unrealized -36.5%
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $266 Shares 11,789 Est. Cost $26.00 Unrealized -3.0%
FAST FASTENAL CO COM 0.1%
Value ($000) $266 Shares 4,868 Est. Cost $11.00 Unrealized +143.7%
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value ($000) $266 Shares 9,640 Est. Cost $31.70 Unrealized -5.0%
NOW SERVICENOW INC COM 0.1%
Value ($000) $263 Shares 471 Est. Cost $78.16 Unrealized +46.0%
TAP MOLSON COORS BEVERAGE CO CL B 0.1%
Value ($000) $262 Shares 4,119 Est. Cost $39.49 Unrealized +52.3%
CLVT CLARIVATE PLC ORD SHS 0.1%
Value ($000) $261 Shares 38,900 Est. Cost $12.05 Unrealized -33.8%
SABR SABRE CORP COM 0.1%
Value ($000) $259 Shares 57,737 Est. Cost $7.41 Unrealized -38.8%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $255 Shares 1,603 Est. Cost $147.65 Unrealized +7.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $253 Shares 7,622 Est. Cost $24.85 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $250 Shares 662 Est. Cost $40.46 Unrealized +4.8%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $249 Shares 3,047 Est. Cost $71.56 Unrealized +12.2%
CTRE CARETRUST REIT INC COM 0.1%
Value ($000) $248 Shares 12,100 Est. Cost $19.58 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $248 Shares 490 Est. Cost $555.67 Unrealized -4.8%
KO COCA COLA CO COM 0.1%
Value ($000) $246 Shares 4,389 Est. Cost $57.36 Unrealized -2.8%
ABRDN ASIA PACIFIC INCOME FUND COM 0.1%
Value ($000) $245 Shares 100,000 Est. Cost $4.23 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $244 Shares 755 Est. Cost $320.15 Unrealized -1.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $239 Shares 2,172 Est. Cost $105.06 Unrealized +5.8%
ROL ROLLINS INC COM 0.1%
Value ($000) $238 Shares 6,379 Est. Cost $33.68 Unrealized +16.3%
RBA RB GLOBAL INC COM 0.1%
Value ($000) $232 Shares 3,710 Est. Cost $58.95 Unrealized +4.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $227 Shares 1,287 Est. Cost $159.06 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $224 Shares 440 Est. Cost $243.09 Unrealized +115.8%
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $222 Shares 1,381 Est. Cost $157.82 Unrealized +15.8%
AROC ARCHROCK INC COM 0.1%
Value ($000) $221 Shares 17,578 Est. Cost $5.74 Unrealized +90.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $220 Shares 3,798 Est. Cost $54.22 Unrealized +0.2%
POST POST HLDGS INC COM 0.1%
Value ($000) $214 Shares 2,500 Est. Cost $87.70 Unrealized -0.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $211 Shares 1,488 Est. Cost $141.28 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $211 Shares 2,912 Est. Cost $92.24 Unrealized
LOPE GRAND CANYON ED INC COM 0.1%
Value ($000) $208 Shares 1,777 Est. Cost $111.01 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $206 Shares 2,890 Est. Cost $69.59 Unrealized +1.8%
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $204 Shares 788 Est. Cost $261.16 Unrealized +14.6%
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $203 Shares 858 Est. Cost $232.13 Unrealized 0.0%
STERICYCLE INC COM 0.1%
Value ($000) $201 Shares 4,500 Est. Cost $49.84 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $201 Shares 1,505 Est. Cost $131.35 Unrealized 0.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $200 Shares 2,242 Est. Cost $91.30 Unrealized
PEB PEBBLEBROOK HOTEL TR COM 0.1%
Value ($000) $185 Shares 13,618 Est. Cost $13.55 Unrealized
T AT&T INC COM 0.1%
Value ($000) $154 Shares 10,247 Est. Cost $14.95 Unrealized -13.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $137 Shares 8,580 Est. Cost $9.84 Unrealized +61.8%
WWW WOLVERINE WORLD WIDE INC COM 0.0%
Value ($000) $130 Shares 16,076 Est. Cost $19.86 Unrealized -51.9%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $110 Shares 13,888 Est. Cost $10.32 Unrealized
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $90 Shares 11,000 Est. Cost $8.57 Unrealized -4.6%
LESLIES INC COM 0.0%
Value ($000) $89 Shares 15,800 Est. Cost $5.66 Unrealized
OPTU ALTICE USA INC CL A 0.0%
Value ($000) $76 Shares 23,200 Est. Cost $15.35 Unrealized -79.0%
IAUX I-80 GOLD CORP COM 0.0%
Value ($000) $28 Shares 18,000 Est. Cost $2.49 Unrealized -21.4%
DNN DENISON MINES CORP COM 0.0%
Value ($000) $25 Shares 15,000 Est. Cost $0.47 Unrealized +195.2%
ALZAMEND NEURO INC COM 0.0%
Value ($000) $9 Shares 40,000 Est. Cost $0.24 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $122.11 Unrealized +9.7%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $97.79 Unrealized +27.3%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $0 Shares 5,500 Est. Cost $19.80 Unrealized -21.2%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $39.72 Unrealized -1.8%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $0 Shares 100 Est. Cost $252.75 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $9.84 Unrealized +61.8%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $13.81 Unrealized -30.7%