Resonant Capital Advisors, LLC Diversified Active

CIK: 0001803236 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 24, 2025

Total Value ($000): $1,369,960 (100.0% shares, 0.0% debt)

Holdings (345)

IVV ISHARES TR 6.2%
Value ($000) $84,358 Shares 143,300 Est. Cost $383.42 Unrealized
SGOV ISHARES TR 5.2%
Value ($000) $71,102 Shares 708,752 Est. Cost $100.62 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 4.3%
Value ($000) $59,512 Shares 1,171,600 Est. Cost $50.63 Unrealized
MEAR ISHARES U S ETF TR 3.8%
Value ($000) $52,542 Shares 1,051,899 Est. Cost $50.00 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 3.6%
Value ($000) $49,512 Shares 252,834 Est. Cost $137.98 Unrealized
SCHR SCHWAB STRATEGIC TR 3.6%
Value ($000) $48,991 Shares 2,016,938 Est. Cost $35.68 Unrealized
DSTL ETF SER SOLUTIONS 3.6%
Value ($000) $48,882 Shares 890,000 Est. Cost $37.00 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 3.2%
Value ($000) $44,168 Shares 566,178 Est. Cost $78.61 Unrealized
IJH ISHARES TR 3.0%
Value ($000) $41,465 Shares 665,466 Est. Cost $85.99 Unrealized
FNDX SCHWAB STRATEGIC TR 2.1%
Value ($000) $28,737 Shares 1,213,558 Est. Cost $31.12 Unrealized
IJR ISHARES TR 2.0%
Value ($000) $27,856 Shares 241,763 Est. Cost $86.92 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $26,552 Shares 45,153 Est. Cost $373.02 Unrealized
FNDA SCHWAB STRATEGIC TR 1.9%
Value ($000) $25,558 Shares 860,541 Est. Cost $35.38 Unrealized
VTEB VANGUARD MUN BD FDS 1.6%
Value ($000) $22,396 Shares 446,757 Est. Cost $50.55 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $20,025 Shares 79,967 Est. Cost $133.17 Unrealized +76.1%
IEFA ISHARES TR 1.4%
Value ($000) $18,682 Shares 265,816 Est. Cost $65.20 Unrealized
RWK INVESCO EXCH TRADED FD TR II 1.3%
Value ($000) $17,982 Shares 154,708 Est. Cost $87.80 Unrealized
FNDF SCHWAB STRATEGIC TR 1.3%
Value ($000) $17,377 Shares 523,248 Est. Cost $27.96 Unrealized
JSMD JANUS DETROIT STR TR 1.2%
Value ($000) $16,996 Shares 226,394 Est. Cost $57.82 Unrealized
XLE SELECT SECTOR SPDR TR 1.2%
Value ($000) $16,576 Shares 193,508 Est. Cost $65.81 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $15,837 Shares 37,574 Est. Cost $244.77 Unrealized +72.5%
SCHO SCHWAB STRATEGIC TR 1.0%
Value ($000) $14,240 Shares 591,854 Est. Cost $36.08 Unrealized
MUB ISHARES TR 1.0%
Value ($000) $13,454 Shares 126,265 Est. Cost $107.10 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.0%
Value ($000) $13,351 Shares 166,909 Est. Cost $69.21 Unrealized
FNDE SCHWAB STRATEGIC TR 0.9%
Value ($000) $12,984 Shares 446,959 Est. Cost $26.61 Unrealized
IEMG ISHARES INC 0.9%
Value ($000) $12,356 Shares 236,607 Est. Cost $51.24 Unrealized
IAU ISHARES GOLD TR 0.9%
Value ($000) $12,177 Shares 245,960 Est. Cost $34.77 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $11,816 Shares 21,929 Est. Cost $365.88 Unrealized
COMB GRANITESHARES ETF TR 0.8%
Value ($000) $11,322 Shares 567,512 Est. Cost $21.87 Unrealized
SCHP SCHWAB STRATEGIC TR 0.8%
Value ($000) $10,748 Shares 416,091 Est. Cost $39.25 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $10,613 Shares 209,840 Est. Cost $50.26 Unrealized
ICSH ISHARES TR 0.8%
Value ($000) $10,466 Shares 207,541 Est. Cost $50.42 Unrealized
DSMC ETF SER SOLUTIONS 0.7%
Value ($000) $10,117 Shares 289,467 Est. Cost $34.79 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $9,828 Shares 44,799 Est. Cost $139.07 Unrealized +47.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $9,766 Shares 21,545 Est. Cost $263.42 Unrealized +75.3%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $9,258 Shares 68,940 Est. Cost $96.97 Unrealized +42.1%
GOOG ALPHABET INC 0.7%
Value ($000) $9,040 Shares 47,467 Est. Cost $109.80 Unrealized +60.0%
DFNM DIMENSIONAL ETF TRUST 0.7%
Value ($000) $8,982 Shares 188,028 Est. Cost $48.28 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $8,434 Shares 145,666 Est. Cost $56.03 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $7,849 Shares 32,742 Est. Cost $125.81 Unrealized +81.3%
PRF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $7,512 Shares 186,221 Est. Cost $50.73 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $7,378 Shares 64,084 Est. Cost $78.12 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $7,248 Shares 74,020 Est. Cost $64.40 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $7,197 Shares 31,043 Est. Cost $150.54 Unrealized +21.5%
V VISA INC 0.5%
Value ($000) $6,324 Shares 20,009 Est. Cost $206.83 Unrealized +44.2%
META META PLATFORMS INC 0.4%
Value ($000) $6,055 Shares 10,341 Est. Cost $367.53 Unrealized +59.1%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $6,016 Shares 25,106 Est. Cost $71.07 Unrealized +226.4%
IGSB ISHARES TR 0.4%
Value ($000) $5,946 Shares 115,009 Est. Cost $51.03 Unrealized
IDEV ISHARES TR 0.4%
Value ($000) $5,899 Shares 91,505 Est. Cost $58.82 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $5,722 Shares 30,226 Est. Cost $130.59 Unrealized +33.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $5,556 Shares 9,719 Est. Cost $412.01 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $5,245 Shares 90,423 Est. Cost $60.20 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $5,200 Shares 48,343 Est. Cost $56.05 Unrealized +100.5%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $5,128 Shares 17,694 Est. Cost $186.03 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $5,048 Shares 5,509 Est. Cost $350.19 Unrealized +163.5%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $5,035 Shares 16,965 Est. Cost $121.05 Unrealized +134.3%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $4,958 Shares 34,230 Est. Cost $95.54 Unrealized +52.3%
ORCL ORACLE CORP 0.4%
Value ($000) $4,927 Shares 29,564 Est. Cost $71.48 Unrealized +146.0%
MCK MCKESSON CORP 0.4%
Value ($000) $4,907 Shares 8,601 Est. Cost $159.02 Unrealized +250.4%
BCI ABRDN ETFS 0.4%
Value ($000) $4,893 Shares 247,752 Est. Cost $20.44 Unrealized
SPSM SPDR SER TR 0.3%
Value ($000) $4,616 Shares 102,755 Est. Cost $38.85 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $4,605 Shares 84,204 Est. Cost $43.38 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $4,460 Shares 12,677 Est. Cost $219.54 Unrealized +61.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $4,273 Shares 27,817 Est. Cost $97.75 Unrealized +63.2%
IBDR ISHARES TR 0.3%
Value ($000) $4,268 Shares 177,297 Est. Cost $24.16 Unrealized
AZO AUTOZONE INC 0.3%
Value ($000) $4,223 Shares 1,319 Est. Cost $1391.42 Unrealized +127.6%
ISHARES TR 0.3%
Value ($000) $4,212 Shares 168,133 Est. Cost $25.04 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $4,190 Shares 83,436 Est. Cost $50.78 Unrealized
IBDS ISHARES TR 0.3%
Value ($000) $4,117 Shares 171,848 Est. Cost $24.14 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $4,064 Shares 19,128 Est. Cost $121.48 Unrealized +78.4%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $4,013 Shares 23,937 Est. Cost $126.65 Unrealized +30.9%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $3,997 Shares 13,592 Est. Cost $156.29 Unrealized +84.2%
LLY ELI LILLY & CO 0.3%
Value ($000) $3,857 Shares 4,996 Est. Cost $309.41 Unrealized +165.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,802 Shares 26,287 Est. Cost $134.03 Unrealized +11.6%
CSCO CISCO SYS INC 0.3%
Value ($000) $3,743 Shares 63,230 Est. Cost $42.17 Unrealized +31.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $3,360 Shares 11,589 Est. Cost $194.73 Unrealized +49.0%
SYK STRYKER CORPORATION 0.2%
Value ($000) $3,319 Shares 9,196 Est. Cost $217.53 Unrealized +68.4%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $3,272 Shares 16,965 Est. Cost $129.48 Unrealized +46.2%
PEP PEPSICO INC 0.2%
Value ($000) $3,230 Shares 21,087 Est. Cost $128.57 Unrealized +21.8%
KR KROGER CO 0.2%
Value ($000) $3,201 Shares 52,339 Est. Cost $28.49 Unrealized +101.3%
EBAY EBAY INC. 0.2%
Value ($000) $3,144 Shares 50,753 Est. Cost $43.83 Unrealized +42.4%
DHR DANAHER CORPORATION 0.2%
Value ($000) $3,138 Shares 13,652 Est. Cost $162.22 Unrealized +50.4%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $3,134 Shares 5,951 Est. Cost $400.14 Unrealized +28.6%
AMGN AMGEN INC 0.2%
Value ($000) $3,126 Shares 11,993 Est. Cost $194.77 Unrealized +46.9%
LOW LOWES COS INC 0.2%
Value ($000) $2,955 Shares 11,974 Est. Cost $137.45 Unrealized +90.3%
PFE PFIZER INC 0.2%
Value ($000) $2,932 Shares 110,513 Est. Cost $28.98 Unrealized -13.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $2,909 Shares 26,006 Est. Cost $94.49 Unrealized +9.6%
MPC MARATHON PETE CORP 0.2%
Value ($000) $2,845 Shares 20,391 Est. Cost $89.85 Unrealized +65.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2,843 Shares 15,626 Est. Cost $148.40 Unrealized +27.3%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $2,803 Shares 49,556 Est. Cost $49.57 Unrealized +6.1%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,775 Shares 5,571 Est. Cost $391.89 Unrealized +28.4%
CRM SALESFORCE INC 0.2%
Value ($000) $2,664 Shares 7,959 Est. Cost $246.19 Unrealized +28.7%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $2,615 Shares 30,635 Est. Cost $81.00 Unrealized +3.6%
EOG EOG RES INC 0.2%
Value ($000) $2,600 Shares 21,213 Est. Cost $97.33 Unrealized +26.7%
USB US BANCORP DEL 0.2%
Value ($000) $2,593 Shares 53,657 Est. Cost $34.87 Unrealized +33.7%
ABBV ABBVIE INC 0.2%
Value ($000) $2,557 Shares 14,387 Est. Cost $94.16 Unrealized +88.4%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $2,403 Shares 32,471 Est. Cost $69.79 Unrealized +5.8%
TSLA TESLA INC 0.2%
Value ($000) $2,375 Shares 5,881 Est. Cost $210.53 Unrealized +52.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,361 Shares 29,300 Est. Cost $78.40 Unrealized +6.9%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $2,336 Shares 15,970 Est. Cost $128.65 Unrealized +19.0%
IWR ISHARES TR 0.2%
Value ($000) $2,300 Shares 26,023 Est. Cost $70.51 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,186 Shares 33,593 Est. Cost $59.78 Unrealized
NTRS NORTHERN TR CORP 0.2%
Value ($000) $2,186 Shares 21,189 Est. Cost $85.28 Unrealized +16.1%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $2,137 Shares 9,421 Est. Cost $228.49 Unrealized -1.4%
IEI ISHARES TR 0.2%
Value ($000) $2,106 Shares 18,225 Est. Cost $117.13 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,095 Shares 5,386 Est. Cost $234.59 Unrealized +69.3%
AMLP ALPS ETF TR 0.2%
Value ($000) $2,092 Shares 43,433 Est. Cost $33.42 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $2,074 Shares 54,063 Est. Cost $36.05 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,050 Shares 4,010 Est. Cost $212.66 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,957 Shares 84,145 Est. Cost $32.87 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,952 Shares 60,505 Est. Cost $31.16 Unrealized +8.1%
NFLX NETFLIX INC 0.1%
Value ($000) $1,903 Shares 2,135 Est. Cost $46.80 Unrealized +75.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,744 Shares 19,116 Est. Cost $83.25 Unrealized +12.8%
ADBE ADOBE INC 0.1%
Value ($000) $1,744 Shares 3,922 Est. Cost $516.37 Unrealized -4.1%
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,690 Shares 71,705 Est. Cost $23.47 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $1,690 Shares 51,636 Est. Cost $28.59 Unrealized +27.5%
EFA ISHARES TR 0.1%
Value ($000) $1,663 Shares 21,991 Est. Cost $71.73 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,625 Shares 66,284 Est. Cost $24.53 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,615 Shares 17,482 Est. Cost $75.01 Unrealized +16.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,613 Shares 8,600 Est. Cost $150.74 Unrealized +28.1%
DOCU DOCUSIGN INC 0.1%
Value ($000) $1,582 Shares 17,592 Est. Cost $73.39 Unrealized +8.8%
ABT ABBOTT LABS 0.1%
Value ($000) $1,529 Shares 13,515 Est. Cost $87.62 Unrealized +29.3%
SUSA ISHARES TR 0.1%
Value ($000) $1,485 Shares 12,216 Est. Cost $84.95 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $1,472 Shares 13,369 Est. Cost $93.84 Unrealized +17.2%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,413 Shares 31,161 Est. Cost $45.99 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $1,409 Shares 20,237 Est. Cost $49.17 Unrealized +41.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $1,408 Shares 3,300 Est. Cost $285.09 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $1,400 Shares 20,305 Est. Cost $61.53 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,394 Shares 11,054 Est. Cost $143.38 Unrealized -14.7%
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,394 Shares 33,492 Est. Cost $56.70 Unrealized
EQT EQT CORP 0.1%
Value ($000) $1,382 Shares 29,968 Est. Cost $19.44 Unrealized +109.3%
SGOL ETFS GOLD TR 0.1%
Value ($000) $1,381 Shares 55,118 Est. Cost $16.97 Unrealized
IQDG WISDOMTREE TR 0.1%
Value ($000) $1,350 Shares 39,360 Est. Cost $34.58 Unrealized
CPRT COPART INC 0.1%
Value ($000) $1,342 Shares 23,379 Est. Cost $37.65 Unrealized +51.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,330 Shares 2,630 Est. Cost $481.56 Unrealized +14.8%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $1,224 Shares 1,032 Est. Cost $43.94 Unrealized +83.5%
LIN LINDE PLC 0.1%
Value ($000) $1,219 Shares 2,911 Est. Cost $370.98 Unrealized +21.0%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,180 Shares 57,167 Est. Cost $20.42 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,131 Shares 12,489 Est. Cost $59.12 Unrealized +45.1%
MKL MARKEL GROUP INC 0.1%
Value ($000) $1,117 Shares 647 Est. Cost $1216.64 Unrealized +36.4%
RHI ROBERT HALF INC. 0.1%
Value ($000) $1,112 Shares 15,781 Est. Cost $76.45 Unrealized -6.8%
IT GARTNER INC 0.1%
Value ($000) $1,108 Shares 2,288 Est. Cost $217.92 Unrealized +136.6%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $1,100 Shares 8,659 Est. Cost $45.55 Unrealized +191.8%
IBDT ISHARES TR 0.1%
Value ($000) $1,099 Shares 44,137 Est. Cost $24.97 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $1,070 Shares 18,292 Est. Cost $39.73 Unrealized +45.7%
RTX RTX CORPORATION 0.1%
Value ($000) $1,049 Shares 9,066 Est. Cost $70.90 Unrealized +66.8%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,029 Shares 8,698 Est. Cost $56.43 Unrealized +103.5%
FAST FASTENAL CO 0.1%
Value ($000) $1,026 Shares 14,270 Est. Cost $20.24 Unrealized +88.5%
IWF ISHARES TR 0.1%
Value ($000) $1,026 Shares 2,554 Est. Cost $199.62 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,019 Shares 13,465 Est. Cost $66.69 Unrealized
SPIP SPDR SER TR 0.1%
Value ($000) $974 Shares 38,468 Est. Cost $26.78 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $952 Shares 9,336 Est. Cost $44.26 Unrealized +139.6%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $949 Shares 191 Est. Cost $2907.67 Unrealized +63.8%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $942 Shares 4,409 Est. Cost $140.61 Unrealized +55.1%
DVY ISHARES TR 0.1%
Value ($000) $919 Shares 7,000 Est. Cost $105.63 Unrealized
CR CRANE COMPANY 0.1%
Value ($000) $898 Shares 5,919 Est. Cost $102.85 Unrealized +59.5%
MRK MERCK & CO INC 0.1%
Value ($000) $898 Shares 8,955 Est. Cost $88.24 Unrealized +11.9%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $847 Shares 7,642 Est. Cost $96.19 Unrealized +22.1%
SCMB SCHWAB STRATEGIC TR 0.1%
Value ($000) $840 Shares 32,697 Est. Cost $25.68 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $834 Shares 5,511 Est. Cost $110.44 Unrealized +31.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $812 Shares 18,480 Est. Cost $31.47 Unrealized +36.1%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $804 Shares 6,627 Est. Cost $120.38 Unrealized
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $802 Shares 5,610 Est. Cost $146.90 Unrealized -0.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $800 Shares 1,532 Est. Cost $300.10 Unrealized +73.6%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $793 Shares 6,159 Est. Cost $77.70 Unrealized +93.8%
RLI RLI CORP 0.1%
Value ($000) $791 Shares 4,799 Est. Cost $43.89 Unrealized +78.8%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $789 Shares 3,442 Est. Cost $199.68 Unrealized +13.4%
MS MORGAN STANLEY 0.1%
Value ($000) $775 Shares 6,162 Est. Cost $83.34 Unrealized +43.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $754 Shares 3,429 Est. Cost $141.04 Unrealized +53.4%
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $745 Shares 5,441 Est. Cost $72.57 Unrealized +73.6%
CDW CDW CORP 0.1%
Value ($000) $735 Shares 4,223 Est. Cost $145.39 Unrealized +31.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $733 Shares 1,407 Est. Cost $476.50 Unrealized +14.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $720 Shares 19,178 Est. Cost $40.35 Unrealized -0.9%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $715 Shares 5,600 Est. Cost $104.28 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $685 Shares 1,576 Est. Cost $321.21 Unrealized +20.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $670 Shares 9,544 Est. Cost $49.42 Unrealized +34.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $668 Shares 9,749 Est. Cost $40.80 Unrealized +82.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $662 Shares 1,826 Est. Cost $252.15 Unrealized +51.4%
ETN EATON CORP PLC 0.0%
Value ($000) $658 Shares 1,982 Est. Cost $192.97 Unrealized +79.9%
ESGU ISHARES TR 0.0%
Value ($000) $650 Shares 5,048 Est. Cost $114.96 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $646 Shares 3,263 Est. Cost $96.87 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $643 Shares 3,474 Est. Cost $128.74 Unrealized +21.3%
GE GE AEROSPACE 0.0%
Value ($000) $622 Shares 3,724 Est. Cost $72.05 Unrealized +145.9%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $622 Shares 13,000 Est. Cost $44.19 Unrealized
BA BOEING CO 0.0%
Value ($000) $616 Shares 3,479 Est. Cost $254.91 Unrealized -38.4%
BLK BLACKROCK INC 0.0%
Value ($000) $613 Shares 598 Est. Cost $991.05 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $613 Shares 5,072 Est. Cost $105.10 Unrealized +36.9%
DGRW WISDOMTREE TR 0.0%
Value ($000) $612 Shares 7,554 Est. Cost $71.65 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $611 Shares 5,017 Est. Cost $87.26 Unrealized +38.2%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $609 Shares 306 Est. Cost $1095.67 Unrealized +94.9%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $606 Shares 6,559 Est. Cost $46.61 Unrealized +110.6%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $601 Shares 3,350 Est. Cost $129.22 Unrealized +56.9%
NOW SERVICENOW INC 0.0%
Value ($000) $600 Shares 566 Est. Cost $155.16 Unrealized +30.6%
FISV FISERV INC 0.0%
Value ($000) $586 Shares 2,851 Est. Cost $119.93 Unrealized +70.2%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $585 Shares 462 Est. Cost $851.79 Unrealized +44.3%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $585 Shares 6,804 Est. Cost $125.08 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $578 Shares 9,451 Est. Cost $33.64 Unrealized +102.9%
EEM ISHARES TR 0.0%
Value ($000) $556 Shares 13,291 Est. Cost $44.07 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $555 Shares 13,866 Est. Cost $38.18 Unrealized +3.2%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $523 Shares 22,040 Est. Cost $12.46 Unrealized +88.9%
T AT&T INC 0.0%
Value ($000) $522 Shares 22,907 Est. Cost $16.11 Unrealized +33.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $517 Shares 9,017 Est. Cost $65.61 Unrealized +1.1%
NTAP NETAPP INC 0.0%
Value ($000) $516 Shares 4,442 Est. Cost $98.93 Unrealized +20.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $510 Shares 1,267 Est. Cost $433.12 Unrealized +7.0%
GDDY GODADDY INC 0.0%
Value ($000) $509 Shares 2,581 Est. Cost $113.91 Unrealized +60.4%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $508 Shares 5,861 Est. Cost $66.27 Unrealized +43.2%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $507 Shares 5,082 Est. Cost $67.12 Unrealized +60.0%
KO COCA COLA CO 0.0%
Value ($000) $492 Shares 7,904 Est. Cost $57.37 Unrealized +10.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $489 Shares 2,408 Est. Cost $151.24 Unrealized +19.5%
EPP ISHARES INC 0.0%
Value ($000) $482 Shares 11,000 Est. Cost $46.30 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $480 Shares 956 Est. Cost $299.76 Unrealized +69.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $476 Shares 4,500 Est. Cost $118.21 Unrealized -10.3%
EXEL EXELIXIS INC 0.0%
Value ($000) $471 Shares 14,151 Est. Cost $21.21 Unrealized +53.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $471 Shares 2,104 Est. Cost $125.57 Unrealized +97.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $470 Shares 7,801 Est. Cost $56.89 Unrealized +11.8%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $468 Shares 4,230 Est. Cost $102.84 Unrealized 0.0%
KMX CARMAX INC 0.0%
Value ($000) $466 Shares 5,700 Est. Cost $93.25 Unrealized -15.8%
CB CHUBB LIMITED 0.0%
Value ($000) $465 Shares 1,676 Est. Cost $211.70 Unrealized +32.9%
MET METLIFE INC 0.0%
Value ($000) $447 Shares 5,455 Est. Cost $64.51 Unrealized +25.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $444 Shares 2,982 Est. Cost $103.94 Unrealized +50.3%
EME EMCOR GROUP INC 0.0%
Value ($000) $443 Shares 975 Est. Cost $268.72 Unrealized +75.7%
UNP UNION PAC CORP 0.0%
Value ($000) $440 Shares 1,931 Est. Cost $204.54 Unrealized +12.6%
IBDU ISHARES TR 0.0%
Value ($000) $433 Shares 18,972 Est. Cost $22.80 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $421 Shares 3,488 Est. Cost $98.58 Unrealized +19.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $419 Shares 5,841 Est. Cost $55.92 Unrealized +34.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $418 Shares 7,840 Est. Cost $39.90 Unrealized +29.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $415 Shares 725 Est. Cost $445.85 Unrealized +22.2%
SHY ISHARES TR 0.0%
Value ($000) $409 Shares 4,987 Est. Cost $82.04 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $404 Shares 2,149 Est. Cost $138.92 Unrealized +38.3%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $394 Shares 2,387 Est. Cost $91.18 Unrealized +71.1%
SAP SAP SE 0.0%
Value ($000) $394 Shares 1,600 Est. Cost $198.62 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $389 Shares 2,512 Est. Cost $126.40 Unrealized +36.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $388 Shares 4,345 Est. Cost $67.93 Unrealized +29.6%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $385 Shares 2,236 Est. Cost $101.63 Unrealized +62.9%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $382 Shares 5,259 Est. Cost $74.98 Unrealized 0.0%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $376 Shares 8,966 Est. Cost $39.98 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $375 Shares 1,549 Est. Cost $243.06 Unrealized
ABFL TRIMTABS ETF TR 0.0%
Value ($000) $368 Shares 5,544 Est. Cost $38.32 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $366 Shares 3,200 Est. Cost $96.86 Unrealized +34.7%
JBL JABIL INC 0.0%
Value ($000) $365 Shares 2,539 Est. Cost $127.25 Unrealized +2.9%
CF CF INDS HLDGS INC 0.0%
Value ($000) $365 Shares 4,278 Est. Cost $83.77 Unrealized +0.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $361 Shares 1,865 Est. Cost $154.99 Unrealized +22.5%
SUSB ISHARES TR 0.0%
Value ($000) $360 Shares 14,586 Est. Cost $26.13 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $357 Shares 4,646 Est. Cost $56.87 Unrealized +32.8%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $352 Shares 3,000 Est. Cost $102.88 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $352 Shares 3,551 Est. Cost $102.31 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $350 Shares 6,562 Est. Cost $36.75 Unrealized +32.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $349 Shares 1,545 Est. Cost $180.03 Unrealized +13.1%
APP APPLOVIN CORP 0.0%
Value ($000) $348 Shares 1,076 Est. Cost $252.97 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $338 Shares 480 Est. Cost $636.33 Unrealized +26.5%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $337 Shares 27,838 Est. Cost $12.30 Unrealized +6.4%
GEV GE VERNOVA INC 0.0%
Value ($000) $336 Shares 1,022 Est. Cost $201.10 Unrealized +55.1%
DBX DROPBOX INC 0.0%
Value ($000) $333 Shares 11,076 Est. Cost $23.05 Unrealized +19.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $328 Shares 1,488 Est. Cost $162.53 Unrealized +37.5%
SHOP SHOPIFY INC 0.0%
Value ($000) $326 Shares 3,068 Est. Cost $79.00 Unrealized +23.1%
LEN LENNAR CORP 0.0%
Value ($000) $326 Shares 2,387 Est. Cost $77.52 Unrealized +106.0%
PINS PINTEREST INC 0.0%
Value ($000) $322 Shares 11,101 Est. Cost $36.55 Unrealized -14.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $322 Shares 1,221 Est. Cost $213.06 Unrealized +32.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $320 Shares 3,455 Est. Cost $73.70 Unrealized +33.4%
OKTA OKTA INC 0.0%
Value ($000) $317 Shares 4,026 Est. Cost $78.26 Unrealized -0.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $316 Shares 5,245 Est. Cost $61.55 Unrealized -2.1%
FLEX FLEX LTD 0.0%
Value ($000) $316 Shares 8,226 Est. Cost $18.49 Unrealized +100.1%
UNILEVER PLC 0.0%
Value ($000) $315 Shares 5,552 Est. Cost $64.41 Unrealized
ISHARES TR 0.0%
Value ($000) $313 Shares 13,429 Est. Cost $23.87 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $313 Shares 1,922 Est. Cost $144.57 Unrealized +22.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $313 Shares 1,302 Est. Cost $213.44 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $312 Shares 1,037 Est. Cost $295.59 Unrealized -1.7%
NKE NIKE INC 0.0%
Value ($000) $311 Shares 4,085 Est. Cost $96.85 Unrealized -21.0%
GUNR FLEXSHARES TR 0.0%
Value ($000) $308 Shares 8,467 Est. Cost $38.67 Unrealized
GGG GRACO INC 0.0%
Value ($000) $307 Shares 3,641 Est. Cost $84.65 Unrealized +0.6%
HUBB HUBBELL INC 0.0%
Value ($000) $306 Shares 730 Est. Cost $360.16 Unrealized +22.1%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $306 Shares 2,670 Est. Cost $113.38 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $304 Shares 4,071 Est. Cost $112.78 Unrealized -30.8%
IBTJ ISHARES TR 0.0%
Value ($000) $304 Shares 14,235 Est. Cost $22.57 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $302 Shares 13,600 Est. Cost $23.01 Unrealized
ISHARES TR 0.0%
Value ($000) $300 Shares 11,271 Est. Cost $26.62 Unrealized
IBMO ISHARES TR 0.0%
Value ($000) $300 Shares 11,781 Est. Cost $25.46 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $292 Shares 5,151 Est. Cost $60.25 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $291 Shares 4,640 Est. Cost $58.17 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $290 Shares 5,361 Est. Cost $38.33 Unrealized +35.0%
CTAS CINTAS CORP 0.0%
Value ($000) $288 Shares 1,576 Est. Cost $190.88 Unrealized +9.1%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $288 Shares 10,534 Est. Cost $39.48 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $280 Shares 1,642 Est. Cost $156.51 Unrealized +19.4%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $277 Shares 1,373 Est. Cost $192.73 Unrealized +9.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $274 Shares 514 Est. Cost $342.76 Unrealized +53.6%
CSL CARLISLE COS INC 0.0%
Value ($000) $273 Shares 741 Est. Cost $341.96 Unrealized +25.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $271 Shares 3,416 Est. Cost $69.99 Unrealized +13.2%
INTU INTUIT 0.0%
Value ($000) $268 Shares 426 Est. Cost $633.33 Unrealized +0.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $267 Shares 1,259 Est. Cost $202.07 Unrealized +7.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $267 Shares 3,010 Est. Cost $97.37 Unrealized -10.9%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $265 Shares 2,772 Est. Cost $65.01 Unrealized +46.3%
XYL XYLEM INC 0.0%
Value ($000) $264 Shares 2,277 Est. Cost $123.10 Unrealized +1.3%
NI NISOURCE INC 0.0%
Value ($000) $264 Shares 7,171 Est. Cost $30.97 Unrealized +12.5%
EXC EXELON CORP 0.0%
Value ($000) $262 Shares 6,953 Est. Cost $36.03 Unrealized +3.4%
NVS NOVARTIS AG 0.0%
Value ($000) $260 Shares 2,676 Est. Cost $100.33 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $260 Shares 943 Est. Cost $243.19 Unrealized +13.5%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $258 Shares 14,495 Est. Cost $16.76 Unrealized -0.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $258 Shares 13,180 Est. Cost $12.70 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $257 Shares 2,723 Est. Cost $88.94 Unrealized 0.0%
QLYS QUALYS INC 0.0%
Value ($000) $257 Shares 1,830 Est. Cost $132.19 Unrealized +5.3%
BX BLACKSTONE INC 0.0%
Value ($000) $256 Shares 1,482 Est. Cost $136.18 Unrealized +23.9%
C CITIGROUP INC 0.0%
Value ($000) $253 Shares 3,596 Est. Cost $65.38 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $253 Shares 804 Est. Cost $275.62 Unrealized +9.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $251 Shares 8,000 Est. Cost $26.35 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $251 Shares 238 Est. Cost $964.25 Unrealized +15.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $251 Shares 6,586 Est. Cost $40.16 Unrealized +9.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $250 Shares 3,382 Est. Cost $74.30 Unrealized -5.8%
IBMP ISHARES TR 0.0%
Value ($000) $250 Shares 9,951 Est. Cost $25.14 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $250 Shares 360 Est. Cost $783.35 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $248 Shares 11,292 Est. Cost $18.13 Unrealized +35.3%
RPM RPM INTL INC 0.0%
Value ($000) $247 Shares 2,010 Est. Cost $111.30 Unrealized +18.5%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $246 Shares 20,956 Est. Cost $8.62 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $245 Shares 6,903 Est. Cost $35.48 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $245 Shares 351 Est. Cost $642.90 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $240 Shares 3,176 Est. Cost $58.25 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $238 Shares 1,762 Est. Cost $120.45 Unrealized +13.5%
SPDN DIREXION SHS ETF TR 0.0%
Value ($000) $235 Shares 21,324 Est. Cost $15.11 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $234 Shares 849 Est. Cost $319.28 Unrealized -2.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $234 Shares 3,959 Est. Cost $48.25 Unrealized +21.0%
TOTALENERGIES SE 0.0%
Value ($000) $234 Shares 4,235 Est. Cost $62.18 Unrealized
TTC TORO CO 0.0%
Value ($000) $234 Shares 2,907 Est. Cost $88.93 Unrealized -5.7%
IVW ISHARES TR 0.0%
Value ($000) $231 Shares 2,272 Est. Cost $92.55 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $229 Shares 2,529 Est. Cost $53.41 Unrealized +86.2%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $228 Shares 685 Est. Cost $333.15 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $226 Shares 1,711 Est. Cost $132.10 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $226 Shares 5,506 Est. Cost $39.41 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $226 Shares 531 Est. Cost $372.53 Unrealized +11.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $224 Shares 10,248 Est. Cost $17.90 Unrealized +8.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $223 Shares 2,764 Est. Cost $77.12 Unrealized +8.8%
CXT CRANE NXT CO 0.0%
Value ($000) $223 Shares 3,829 Est. Cost $60.11 Unrealized -5.8%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $223 Shares 3,935 Est. Cost $53.07 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $222 Shares 5,740 Est. Cost $36.75 Unrealized +10.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $220 Shares 596 Est. Cost $496.49 Unrealized -17.6%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $208 Shares 2,661 Est. Cost $81.14 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $207 Shares 426 Est. Cost $516.36 Unrealized +2.1%
DEO DIAGEO PLC 0.0%
Value ($000) $206 Shares 1,624 Est. Cost $141.84 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $206 Shares 1,113 Est. Cost $210.11 Unrealized -5.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $201 Shares 814 Est. Cost $244.13 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $201 Shares 958 Est. Cost $237.99 Unrealized -1.9%
UA UNDER ARMOUR INC 0.0%
Value ($000) $201 Shares 26,924 Est. Cost $7.46 Unrealized +11.9%
HLN HALEON PLC 0.0%
Value ($000) $198 Shares 20,738 Est. Cost $8.46 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $190 Shares 12,094 Est. Cost $11.34 Unrealized
F FORD MTR CO 0.0%
Value ($000) $135 Shares 13,652 Est. Cost $10.79 Unrealized -8.5%
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $90 Shares 10,000 Est. Cost $8.01 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $80 Shares 10,119 Est. Cost $5.63 Unrealized +20.3%