Per Stirling Capital Management, LLC. Diversified Active

CIK: 0001689933 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 11, 2023

Total Value ($000): $491,145 (100.0% shares, 0.0% debt)

Holdings (194)

IVV ISHARES TR 8.4%
Value ($000) $41,272 Shares 92,597 Est. Cost $384.21 Unrealized
DGRW WISDOMTREE TR 5.7%
Value ($000) $27,929 Shares 418,984 Est. Cost $60.48 Unrealized
IVE ISHARES TR 4.9%
Value ($000) $24,178 Shares 149,995 Est. Cost $145.07 Unrealized
IVW ISHARES TR 4.7%
Value ($000) $22,957 Shares 325,724 Est. Cost $59.21 Unrealized
IJH ISHARES TR 3.0%
Value ($000) $14,889 Shares 56,941 Est. Cost $241.89 Unrealized
IOO ISHARES TR 2.9%
Value ($000) $14,189 Shares 186,553 Est. Cost $64.05 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.7%
Value ($000) $13,411 Shares 290,417 Est. Cost $44.08 Unrealized
MOAT VANECK ETF TRUST 2.1%
Value ($000) $10,419 Shares 130,582 Est. Cost $79.79 Unrealized
IJR ISHARES TR 2.1%
Value ($000) $10,368 Shares 104,045 Est. Cost $94.64 Unrealized
VO VANGUARD INDEX FDS 2.0%
Value ($000) $9,582 Shares 43,521 Est. Cost $203.97 Unrealized
COWZ PACER FDS TR 1.9%
Value ($000) $9,509 Shares 198,637 Est. Cost $46.41 Unrealized
IUSV ISHARES TR 1.9%
Value ($000) $9,364 Shares 119,655 Est. Cost $77.08 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 1.9%
Value ($000) $9,134 Shares 113,171 Est. Cost $80.71 Unrealized
SCHG SCHWAB STRATEGIC TR 1.8%
Value ($000) $9,085 Shares 121,211 Est. Cost $55.56 Unrealized
QGRO AMERICAN CENTY ETF TR 1.8%
Value ($000) $8,830 Shares 127,770 Est. Cost $68.97 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $8,712 Shares 44,912 Est. Cost $140.70 Unrealized +22.3%
SCHD SCHWAB STRATEGIC TR 1.6%
Value ($000) $7,792 Shares 107,299 Est. Cost $75.54 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $7,087 Shares 152,140 Est. Cost $46.50 Unrealized
USMV ISHARES TR 1.4%
Value ($000) $7,064 Shares 95,039 Est. Cost $72.10 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $7,038 Shares 149,427 Est. Cost $43.92 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $6,973 Shares 139,068 Est. Cost $50.13 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $6,941 Shares 18,788 Est. Cost $267.14 Unrealized
AVUV AMERICAN CENTY ETF TR 1.4%
Value ($000) $6,834 Shares 88,051 Est. Cost $74.51 Unrealized
IEFA ISHARES TR 1.4%
Value ($000) $6,660 Shares 98,661 Est. Cost $63.46 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $6,130 Shares 57,152 Est. Cost $96.28 Unrealized +3.5%
SDVY FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $5,807 Shares 205,139 Est. Cost $28.31 Unrealized
MUB ISHARES TR 1.1%
Value ($000) $5,531 Shares 51,820 Est. Cost $107.74 Unrealized
VTEB VANGUARD MUN BD FDS 1.1%
Value ($000) $5,245 Shares 104,431 Est. Cost $50.50 Unrealized
RFDI FIRST TR EXCH TRADED FD III 1.1%
Value ($000) $5,198 Shares 90,961 Est. Cost $53.16 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.0%
Value ($000) $5,085 Shares 67,725 Est. Cost $72.85 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $4,281 Shares 9,658 Est. Cost $394.11 Unrealized
SYLD CAMBRIA ETF TR 0.8%
Value ($000) $4,029 Shares 65,859 Est. Cost $59.31 Unrealized
SCHV SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,881 Shares 57,854 Est. Cost $66.05 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $3,764 Shares 9,242 Est. Cost $388.33 Unrealized
QUAL ISHARES TR 0.8%
Value ($000) $3,696 Shares 27,401 Est. Cost $134.87 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $3,681 Shares 22,662 Est. Cost $151.85 Unrealized
KMI KINDER MORGAN INC DEL 0.7%
Value ($000) $3,594 Shares 208,737 Est. Cost $15.18 Unrealized -2.6%
SDY SPDR SER TR 0.7%
Value ($000) $3,592 Shares 29,303 Est. Cost $124.01 Unrealized
BWMN BOWMAN CONSULTING GROUP LTD 0.7%
Value ($000) $3,508 Shares 110,042 Est. Cost $29.19 Unrealized 0.0%
FNX FIRST TR MID CAP CORE ALPHAD 0.7%
Value ($000) $3,476 Shares 36,091 Est. Cost $87.93 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $3,244 Shares 92,958 Est. Cost $31.31 Unrealized
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $3,053 Shares 40,402 Est. Cost $75.28 Unrealized
SPYV SPDR SER TR 0.6%
Value ($000) $3,045 Shares 70,485 Est. Cost $43.20 Unrealized
DJUN FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,815 Shares 78,102 Est. Cost $36.05 Unrealized
DMAY FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,754 Shares 80,294 Est. Cost $34.30 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,743 Shares 36,537 Est. Cost $74.95 Unrealized
ICF ISHARES TR 0.6%
Value ($000) $2,711 Shares 48,777 Est. Cost $54.84 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.5%
Value ($000) $2,675 Shares 32,519 Est. Cost $78.51 Unrealized
IQDG WISDOMTREE TR 0.5%
Value ($000) $2,391 Shares 69,492 Est. Cost $34.41 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $2,315 Shares 44,419 Est. Cost $45.72 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,065 Shares 6,064 Est. Cost $240.94 Unrealized +27.5%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,959 Shares 37,415 Est. Cost $45.15 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.4%
Value ($000) $1,950 Shares 143,330 Est. Cost $14.73 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $1,939 Shares 25,848 Est. Cost $70.85 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $1,929 Shares 34,404 Est. Cost $51.72 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,872 Shares 11,897 Est. Cost $153.11 Unrealized -6.4%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,765 Shares 8,506 Est. Cost $178.76 Unrealized -1.8%
DFIV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,750 Shares 53,271 Est. Cost $32.23 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,736 Shares 13,318 Est. Cost $98.16 Unrealized +16.3%
FSMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,694 Shares 85,823 Est. Cost $19.74 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,653 Shares 55,573 Est. Cost $29.75 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $1,491 Shares 6,357 Est. Cost $159.86 Unrealized +36.1%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,491 Shares 18,367 Est. Cost $87.47 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $1,489 Shares 33,154 Est. Cost $44.90 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,476 Shares 29,121 Est. Cost $50.11 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,337 Shares 37,493 Est. Cost $32.30 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $1,304 Shares 20,625 Est. Cost $59.57 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.3%
Value ($000) $1,240 Shares 45,867 Est. Cost $27.04 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,203 Shares 8,037 Est. Cost $143.81 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,175 Shares 4,271 Est. Cost $214.24 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $1,163 Shares 11,542 Est. Cost $104.24 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,129 Shares 25,781 Est. Cost $40.61 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $1,072 Shares 10,307 Est. Cost $104.31 Unrealized
AOA ISHARES TR 0.2%
Value ($000) $1,048 Shares 15,804 Est. Cost $60.33 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,045 Shares 4,949 Est. Cost $163.57 Unrealized +27.0%
ISTB ISHARES TR 0.2%
Value ($000) $1,033 Shares 22,158 Est. Cost $46.44 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,016 Shares 3,883 Est. Cost $183.53 Unrealized +9.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,011 Shares 8,445 Est. Cost $95.61 Unrealized +19.5%
IJT ISHARES TR 0.2%
Value ($000) $972 Shares 8,456 Est. Cost $111.57 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $963 Shares 12,799 Est. Cost $74.32 Unrealized
ICOW PACER FDS TR 0.2%
Value ($000) $926 Shares 31,132 Est. Cost $29.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $881 Shares 2,584 Est. Cost $296.98 Unrealized +9.9%
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $772 Shares 16,060 Est. Cost $48.25 Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $769 Shares 2,534 Est. Cost $218.18 Unrealized +24.7%
RICK RCI HOSPITALITY HLDGS INC 0.2%
Value ($000) $760 Shares 10,000 Est. Cost $83.31 Unrealized -9.8%
BX BLACKSTONE INC 0.1%
Value ($000) $712 Shares 7,658 Est. Cost $78.64 Unrealized +1.9%
REGL PROSHARES TR 0.1%
Value ($000) $711 Shares 10,118 Est. Cost $71.55 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $710 Shares 11,420 Est. Cost $54.36 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $709 Shares 7,109 Est. Cost $98.68 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $706 Shares 9,943 Est. Cost $66.80 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $701 Shares 2,743 Est. Cost $80.29 Unrealized +29.6%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $695 Shares 17,094 Est. Cost $38.98 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $685 Shares 11,100 Est. Cost $52.27 Unrealized +3.6%
HYS PIMCO ETF TR 0.1%
Value ($000) $665 Shares 7,288 Est. Cost $89.26 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $654 Shares 5,496 Est. Cost $108.85 Unrealized -0.5%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $647 Shares 2,937 Est. Cost $191.17 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $639 Shares 8,618 Est. Cost $78.90 Unrealized -10.9%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $636 Shares 2,599 Est. Cost $247.99 Unrealized
GCOW PACER FDS TR 0.1%
Value ($000) $626 Shares 18,892 Est. Cost $32.45 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $616 Shares 7,394 Est. Cost $83.25 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $614 Shares 6,084 Est. Cost $81.23 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $594 Shares 8,796 Est. Cost $78.01 Unrealized
WMT WALMART INC 0.1%
Value ($000) $588 Shares 3,741 Est. Cost $45.70 Unrealized +7.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $585 Shares 1,488 Est. Cost $323.96 Unrealized +14.2%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $583 Shares 1,982 Est. Cost $242.98 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $576 Shares 11,372 Est. Cost $50.54 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $576 Shares 3,479 Est. Cost $157.06 Unrealized -5.2%
EZM WISDOMTREE TR 0.1%
Value ($000) $559 Shares 10,556 Est. Cost $48.62 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $557 Shares 1,620 Est. Cost $331.31 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $552 Shares 2,774 Est. Cost $183.53 Unrealized
MMM 3M CO 0.1%
Value ($000) $546 Shares 5,453 Est. Cost $85.69 Unrealized -9.5%
ORCL ORACLE CORP 0.1%
Value ($000) $545 Shares 4,581 Est. Cost $73.20 Unrealized +37.2%
EXPO EXPONENT INC 0.1%
Value ($000) $543 Shares 5,822 Est. Cost $93.27 Unrealized -2.7%
ABBV ABBVIE INC 0.1%
Value ($000) $541 Shares 4,017 Est. Cost $137.22 Unrealized -2.6%
PEP PEPSICO INC 0.1%
Value ($000) $535 Shares 2,891 Est. Cost $160.89 Unrealized +6.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $528 Shares 735 Est. Cost $733.79 Unrealized +4.5%
DSI ISHARES TR 0.1%
Value ($000) $526 Shares 6,252 Est. Cost $72.17 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $525 Shares 3,613 Est. Cost $117.65 Unrealized +10.2%
LQD ISHARES TR 0.1%
Value ($000) $522 Shares 4,829 Est. Cost $105.49 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $511 Shares 7,814 Est. Cost $70.50 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $499 Shares 16,940 Est. Cost $29.38 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $496 Shares 5,077 Est. Cost $81.35 Unrealized +3.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $494 Shares 13,281 Est. Cost $30.76 Unrealized +1.4%
GOOG ALPHABET INC 0.1%
Value ($000) $492 Shares 4,066 Est. Cost $95.02 Unrealized +20.9%
LEGG MASON ETF INVT 0.1%
Value ($000) $491 Shares 20,993 Est. Cost $23.43 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $477 Shares 2,748 Est. Cost $153.18 Unrealized +3.6%
V VISA INC 0.1%
Value ($000) $474 Shares 1,994 Est. Cost $197.75 Unrealized +13.5%
XSD SPDR SER TR 0.1%
Value ($000) $470 Shares 2,122 Est. Cost $167.27 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $468 Shares 11,703 Est. Cost $33.48 Unrealized +9.8%
AVGO BROADCOM INC 0.1%
Value ($000) $450 Shares 519 Est. Cost $47.61 Unrealized +44.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $446 Shares 4,995 Est. Cost $93.45 Unrealized -1.0%
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $442 Shares 18,479 Est. Cost $22.77 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $438 Shares 4,471 Est. Cost $87.65 Unrealized +5.3%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $435 Shares 4,793 Est. Cost $82.60 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $433 Shares 15,076 Est. Cost $25.50 Unrealized
SHM SPDR SER TR 0.1%
Value ($000) $431 Shares 9,152 Est. Cost $46.98 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $426 Shares 3,695 Est. Cost $93.11 Unrealized +12.2%
PFE PFIZER INC 0.1%
Value ($000) $424 Shares 11,553 Est. Cost $40.19 Unrealized -17.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $423 Shares 5,695 Est. Cost $73.82 Unrealized -5.2%
FCG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $421 Shares 18,074 Est. Cost $24.51 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $416 Shares 5,679 Est. Cost $66.07 Unrealized -0.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $403 Shares 1,350 Est. Cost $245.39 Unrealized +11.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $390 Shares 848 Est. Cost $426.55 Unrealized +1.2%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $376 Shares 2,601 Est. Cost $93.28 Unrealized +31.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $360 Shares 6,510 Est. Cost $54.49 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $357 Shares 1,746 Est. Cost $190.15 Unrealized -1.7%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $349 Shares 4,176 Est. Cost $82.48 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $348 Shares 8,543 Est. Cost $35.95 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $347 Shares 1,538 Est. Cost $188.28 Unrealized +5.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $335 Shares 1,339 Est. Cost $197.50 Unrealized +11.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $334 Shares 12,680 Est. Cost $24.12 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $333 Shares 1,655 Est. Cost $146.94 Unrealized +15.9%
SPSM SPDR SER TR 0.1%
Value ($000) $330 Shares 8,486 Est. Cost $38.84 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $328 Shares 1,886 Est. Cost $173.83 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $328 Shares 2,450 Est. Cost $123.05 Unrealized -4.1%
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $327 Shares 5,177 Est. Cost $63.98 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $316 Shares 3,227 Est. Cost $96.99 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $307 Shares 1,705 Est. Cost $151.99 Unrealized +4.7%
AOR ISHARES TR 0.1%
Value ($000) $303 Shares 5,880 Est. Cost $47.16 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $300 Shares 2,750 Est. Cost $97.62 Unrealized +3.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $300 Shares 5,794 Est. Cost $41.60 Unrealized +9.4%
NULV NUSHARES ETF TR 0.1%
Value ($000) $298 Shares 8,602 Est. Cost $34.24 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $294 Shares 5,843 Est. Cost $50.27 Unrealized
ESML ISHARES TR 0.1%
Value ($000) $281 Shares 7,910 Est. Cost $32.93 Unrealized
PROSHARES TR 0.1%
Value ($000) $281 Shares 14,841 Est. Cost $18.91 Unrealized
TZA DIREXION SHS ETF TR 0.1%
Value ($000) $279 Shares 10,605 Est. Cost $26.30 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.1%
Value ($000) $278 Shares 2,981 Est. Cost $84.89 Unrealized +11.1%
ALB ALBEMARLE CORP 0.1%
Value ($000) $276 Shares 1,236 Est. Cost $254.58 Unrealized -23.0%
T AT&T INC 0.1%
Value ($000) $273 Shares 17,130 Est. Cost $15.11 Unrealized -2.1%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $273 Shares 4,192 Est. Cost $65.08 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $273 Shares 1,606 Est. Cost $169.84 Unrealized
XSW SPDR SER TR 0.1%
Value ($000) $272 Shares 2,043 Est. Cost $108.75 Unrealized
PROSHARES TR 0.1%
Value ($000) $272 Shares 25,493 Est. Cost $10.66 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $271 Shares 2,619 Est. Cost $109.11 Unrealized -13.4%
IXP ISHARES TR 0.1%
Value ($000) $270 Shares 3,947 Est. Cost $68.38 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $261 Shares 6,500 Est. Cost $40.17 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $258 Shares 539 Est. Cost $442.79 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $247 Shares 4,779 Est. Cost $44.81 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $239 Shares 5,187 Est. Cost $46.16 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $227 Shares 1,021 Est. Cost $241.00 Unrealized -11.3%
SLV ISHARES SILVER TR 0.0%
Value ($000) $226 Shares 10,804 Est. Cost $22.08 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $225 Shares 1,084 Est. Cost $226.76 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $221 Shares 1,322 Est. Cost $170.48 Unrealized -9.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $214 Shares 871 Est. Cost $218.82 Unrealized -2.3%
XSOE WISDOMTREE TR 0.0%
Value ($000) $213 Shares 7,629 Est. Cost $27.84 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $211 Shares 2,182 Est. Cost $91.04 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $211 Shares 1,017 Est. Cost $187.11 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $209 Shares 389 Est. Cost $487.14 Unrealized 0.0%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $206 Shares 2,909 Est. Cost $62.89 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $206 Shares 486 Est. Cost $21.62 Unrealized +53.4%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $205 Shares 1,354 Est. Cost $141.32 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $204 Shares 8,281 Est. Cost $24.52 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $202 Shares 3,153 Est. Cost $65.11 Unrealized -9.5%
PROSHARES TR II 0.0%
Value ($000) $197 Shares 10,635 Est. Cost $18.49 Unrealized